FutureAdvisor Company
Industry: Company
DescriptionFounded: 2010 Parent organization: BlackRock
FutureAdvisor List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at FutureAdvisor. You can filter them based on skills, years of employment, job, education, department, and prior employment.
FutureAdvisor Salaries. You can even request information on how much does FutureAdvisor pay if you want to. Learn about salaries, pros and cons of working for FutureAdvisor directly from the past employees.
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24 FutureAdvisor employees in database. Find out everything there's to know about FutureAdvisor 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.
FutureAdvisor Employees
Employee
Years
Job
Industry
Cailin Holmes Cailin Holmes's FutureAdvisor Experience June 2012 - November 2013
Job Photographer & Designer
Industry Photography
Experience
Cailin Holmes Photography May 2008 - Present
FutureAdvisor June 2012 - November 2013
Fraenkel Gallery January 2013 - May 2013
California College of the Arts January 2012 - December 2012
Copper Country Antiques December 2006 - June 2010
Skills
Photography, Customer Support, Portrait Photography, Studio Photography, Fine Art Photography, Commercial Product..., Commercial Photography, Adobe Creative Suite, Digital Image Processing, Digital Photography, Digital Printing, Analog Photography, Darkroom, Digital Archiving, Fine Art, Visual Arts, Image Editing, Lightroom, Lighting
Education
California College of the Arts 2010 — 2013
Bachelor of Fine Arts (BFA) with Distinction, Photography
Pima Community College 2008 — 2010
Photography
Cailin Holmes Photography May 2008 - Present
FutureAdvisor June 2012 - November 2013
Fraenkel Gallery January 2013 - May 2013
California College of the Arts January 2012 - December 2012
Copper Country Antiques December 2006 - June 2010
Skills
Photography, Customer Support, Portrait Photography, Studio Photography, Fine Art Photography, Commercial Product..., Commercial Photography, Adobe Creative Suite, Digital Image Processing, Digital Photography, Digital Printing, Analog Photography, Darkroom, Digital Archiving, Fine Art, Visual Arts, Image Editing, Lightroom, Lighting
Education
California College of the Arts 2010 — 2013
Bachelor of Fine Arts (BFA) with Distinction, Photography
Pima Community College 2008 — 2010
Photography
Alfred Lin Alfred Lin's FutureAdvisor Experience March 2015 - Present
Job Partner, Sequoia Capital
Industry Venture Capital & Private Equity
Experience
Sequoia Capital October 2010 - Present
Airbnb November 2012 - Present
DoorDash May 2014 - Present
FutureAdvisor March 2015 - Present
Houzz April 2011 - Present
Humble Bundle April 2011 - Present
Kiwi, Inc. September 2011 - Present
Romotive June 2012 - Present
Shopular January 2015 - Present
Stella & Dot November 2010 - Present
Skills
Start-ups, Entrepreneurship, E-commerce, Analytics, Business Strategy, SaaS, Strategic Partnerships, Business Development, Product Management, Mergers, Product Development, Venture Capital, Strategic Planning, Marketing Strategy, Online Advertising, Competitive Analysis, Management Consulting, Mobile Devices, Product Marketing, New Business Development, Customer Engagement, Web Marketing, Affiliate Marketing, Data Mining, Mergers & Acquisitions, SEM, Strategy, Online Marketing, Go-to-market Strategy, Cloud Computing, Mobile Marketing, Digital Strategy, Mobile Applications, Leadership, Management, CRM, Web Analytics, Investments, SEO, Email Marketing, Executive Management, Training, Social Media Marketing, Digital Marketing, Digital Media, Marketing
Education
Stanford University 1994 — 1996
M.S., Statistics
Harvard University 1990 — 1994
B.A., Applied Mathematics
Sequoia Capital October 2010 - Present
Airbnb November 2012 - Present
DoorDash May 2014 - Present
FutureAdvisor March 2015 - Present
Houzz April 2011 - Present
Humble Bundle April 2011 - Present
Kiwi, Inc. September 2011 - Present
Romotive June 2012 - Present
Shopular January 2015 - Present
Stella & Dot November 2010 - Present
Skills
Start-ups, Entrepreneurship, E-commerce, Analytics, Business Strategy, SaaS, Strategic Partnerships, Business Development, Product Management, Mergers, Product Development, Venture Capital, Strategic Planning, Marketing Strategy, Online Advertising, Competitive Analysis, Management Consulting, Mobile Devices, Product Marketing, New Business Development, Customer Engagement, Web Marketing, Affiliate Marketing, Data Mining, Mergers & Acquisitions, SEM, Strategy, Online Marketing, Go-to-market Strategy, Cloud Computing, Mobile Marketing, Digital Strategy, Mobile Applications, Leadership, Management, CRM, Web Analytics, Investments, SEO, Email Marketing, Executive Management, Training, Social Media Marketing, Digital Marketing, Digital Media, Marketing
Education
Stanford University 1994 — 1996
M.S., Statistics
Harvard University 1990 — 1994
B.A., Applied Mathematics
Chris Nicholson Chris Nicholson's FutureAdvisor Experience October 2013 - April 2015
Job CEO at Skymind.io : Deep learning for Industry
Industry Computer Software
Experience
Skymind.io - Deep learning for Industry 2014 - Present
FutureAdvisor October 2013 - April 2015
Celery October 2013 - March 2014
Bloomberg September 2011 - 2013
New York Times June 2009 - August 2011
Radio France International - English Service January 2008 - May 2009
International Herald Tribune May 2006 - May 2009
Zink Magazine December 2004 - January 2007
International Political Science Association December 2000 - March 2006
Ubiqus Reporting 2004 - 2005
Skills
French, International Relations, Spanish, German, Economics, Finance, Storytelling, Journalism, Editorial, Copy Editing, News Writing, Magazines, Social Media, Research, Newspapers, Translation, Publishing, Content Strategy, Digital Media, New Media, Business Journalism, Headline Writing, Corporate Communications, Politics, Marketing Communications, Feature Articles, Video, Online Journalism, Crisis Communications, Newsletters, Blogging, Fact-checking, Media Relations, Web Content, Internal Communications, Public Relations, Investigative Reporting, Strategic Communications, Broadcast Journalism, Social Networking, Creative Writing, Press Releases, Content Management, Proofreading, Copywriting, AP Style, Publications, Breaking News, Editing, Content Development
Education
American University of Paris 2000 — 2003
B.A, Economics
Deep Springs College 1995 — 1996
Philosophy and Political Science
Helena High School 1991 — 1995
High School Diploma
Skymind.io - Deep learning for Industry 2014 - Present
FutureAdvisor October 2013 - April 2015
Celery October 2013 - March 2014
Bloomberg September 2011 - 2013
New York Times June 2009 - August 2011
Radio France International - English Service January 2008 - May 2009
International Herald Tribune May 2006 - May 2009
Zink Magazine December 2004 - January 2007
International Political Science Association December 2000 - March 2006
Ubiqus Reporting 2004 - 2005
Skills
French, International Relations, Spanish, German, Economics, Finance, Storytelling, Journalism, Editorial, Copy Editing, News Writing, Magazines, Social Media, Research, Newspapers, Translation, Publishing, Content Strategy, Digital Media, New Media, Business Journalism, Headline Writing, Corporate Communications, Politics, Marketing Communications, Feature Articles, Video, Online Journalism, Crisis Communications, Newsletters, Blogging, Fact-checking, Media Relations, Web Content, Internal Communications, Public Relations, Investigative Reporting, Strategic Communications, Broadcast Journalism, Social Networking, Creative Writing, Press Releases, Content Management, Proofreading, Copywriting, AP Style, Publications, Breaking News, Editing, Content Development
Education
American University of Paris 2000 — 2003
B.A, Economics
Deep Springs College 1995 — 1996
Philosophy and Political Science
Helena High School 1991 — 1995
High School Diploma
Bill Mei Bill Mei's FutureAdvisor Experience September 2015 - Present
Job Software Consultant
Industry Computer Software
Experience
FutureAdvisor September 2015 - Present
Freelance May 2013 - August 2014
The Kingston Rocket September 2012 - April 2013
Market IQ Inc May 2012 - August 2012
Atlas Symposium June 2011 - May 2012
Stone Canoe Inc. May 2011 - April 2012
Youth Passion Showcase of the Performing Arts April 2009 - September 2011
Impact Entrepreneurship Group August 2010 - August 2010
Skills
Entrepreneurship, Start-ups, Financial Modeling, Microsoft Excel, Leadership, Marketing Management, HTML, Cold Calling, Statistical Finance, Python, Java, Management, Capital Budgeting, Statistics, Persuasive Writing, Front-end Coding, CSS, jQuery, User Interface Design, Graphic Design, User Experience, Copywriting, Android Development, JavaScript, Machine Learning, Web Development
Education
Queen's University 2011 — 2015
Bachelor of Commerce (Honours), Cumulative GPA 3.87/4.3 Top 12% of class
ESADE Business School 2013 — 2013
Bachelor of Business Administration (BBA)
Glenforest Secondary School 2007 — 2011
OSSD
FutureAdvisor September 2015 - Present
Freelance May 2013 - August 2014
The Kingston Rocket September 2012 - April 2013
Market IQ Inc May 2012 - August 2012
Atlas Symposium June 2011 - May 2012
Stone Canoe Inc. May 2011 - April 2012
Youth Passion Showcase of the Performing Arts April 2009 - September 2011
Impact Entrepreneurship Group August 2010 - August 2010
Skills
Entrepreneurship, Start-ups, Financial Modeling, Microsoft Excel, Leadership, Marketing Management, HTML, Cold Calling, Statistical Finance, Python, Java, Management, Capital Budgeting, Statistics, Persuasive Writing, Front-end Coding, CSS, jQuery, User Interface Design, Graphic Design, User Experience, Copywriting, Android Development, JavaScript, Machine Learning, Web Development
Education
Queen's University 2011 — 2015
Bachelor of Commerce (Honours), Cumulative GPA 3.87/4.3 Top 12% of class
ESADE Business School 2013 — 2013
Bachelor of Business Administration (BBA)
Glenforest Secondary School 2007 — 2011
OSSD
Robert Shaye Robert Shaye's FutureAdvisor Experience January 2015 - Present
Job Director of Customer Education at FutureAdvisor
Industry Financial Services
Experience
FutureAdvisor January 2015 - Present
U.S. Coast Guard July 2014 - January 2015
FutureAdvisor May 2014 - July 2014
Haas School of Business July 2012 - May 2014
District Eleven August 2008 - July 2012
Barque EAGLE April 2006 - August 2008
U.S. Coast Guard June 2004 - April 2006
Skills
Leadership, Military, Security Clearance, Enforcement, Weapons, National Security, Training, Homeland Security, Operational Planning, Military Operations, Command, Military Experience, Program Management, Government, Force Protection, DoD, Intelligence Analysis, Emergency Management, Contingency Planning, Defense, Law Enforcement, Navy, Counterterrorism, Tactics, Army, Exercises, Interagency Coordination, Policy, Maritime Security, Crisis Management, Organizational..., Special Operations, Top Secret, Email Marketing, Online Marketing, Personal Finance, Modern Portfolio Theory
Education
Haas School of Business, UC Berkeley 2012 — 2014
Master of Business Administration (MBA)
US Coast Guard Academy 2000 — 2004
BS, Management, Dean's List
Bethlehem High School 1996 — 2000
FutureAdvisor January 2015 - Present
U.S. Coast Guard July 2014 - January 2015
FutureAdvisor May 2014 - July 2014
Haas School of Business July 2012 - May 2014
District Eleven August 2008 - July 2012
Barque EAGLE April 2006 - August 2008
U.S. Coast Guard June 2004 - April 2006
Skills
Leadership, Military, Security Clearance, Enforcement, Weapons, National Security, Training, Homeland Security, Operational Planning, Military Operations, Command, Military Experience, Program Management, Government, Force Protection, DoD, Intelligence Analysis, Emergency Management, Contingency Planning, Defense, Law Enforcement, Navy, Counterterrorism, Tactics, Army, Exercises, Interagency Coordination, Policy, Maritime Security, Crisis Management, Organizational..., Special Operations, Top Secret, Email Marketing, Online Marketing, Personal Finance, Modern Portfolio Theory
Education
Haas School of Business, UC Berkeley 2012 — 2014
Master of Business Administration (MBA)
US Coast Guard Academy 2000 — 2004
BS, Management, Dean's List
Bethlehem High School 1996 — 2000
Warren Hogarth's FutureAdvisor Experience August 2012 - Present
Job Partner at Sequoia Capital
Industry Venture Capital & Private Equity
Experience
Sequoia Capital June 2008 - Present
Guardant Health 2013 - Present
Comprehend Systems July 2013 - Present
Lifecode September 2011 - Present
FutureAdvisor August 2012 - Present
AssureX Health, Inc March 2011 - Present
GigaGen Inc March 2011 - Present
SunRun June 2010 - Present
C12 Energy September 2008 - Present
Education
Harvard Business School 2006 — 2008
MBA
The University of Queensland 2003 — 2006
PhD, Chemical Engineering
Princeton University 2004 — 2005
Visiting PhD Scholar, Chemical Engineering
The University of Queensland
Bachelor Engineering (Chemical), Bachelor of Commerce
Sequoia Capital June 2008 - Present
Guardant Health 2013 - Present
Comprehend Systems July 2013 - Present
Lifecode September 2011 - Present
FutureAdvisor August 2012 - Present
AssureX Health, Inc March 2011 - Present
GigaGen Inc March 2011 - Present
SunRun June 2010 - Present
C12 Energy September 2008 - Present
Education
Harvard Business School 2006 — 2008
MBA
The University of Queensland 2003 — 2006
PhD, Chemical Engineering
Princeton University 2004 — 2005
Visiting PhD Scholar, Chemical Engineering
The University of Queensland
Bachelor Engineering (Chemical), Bachelor of Commerce
Andrew Engelstein Andrew Engelstein's FutureAdvisor Experience March 2014 - Present
Job Digital Marketing Manager at Future Advisor
Industry Marketing and Advertising
Experience
FutureAdvisor March 2014 - Present
AKQA August 2012 - March 2014
AKQA May 2012 - September 2012
AKQA March 2011 - May 2012
Nana Services September 2008 - August 2010
Lorraine Schwartz Inc. July 2007 - August 2008
Semester At Sea February 2007 - May 2007
Tippit Inc September 2006 - December 2006
Skills
Digital Strategy, Digital Marketing, Digital Media, Online Advertising, SEM, Web Analytics, Data Visualization, Data Analytics, Media Analysis, PPC, PPC Bid Management, Mobile Advertising, Analytics, Mobile Marketing
Education
University of California, Berkeley 2003 — 2007
BA, Economics
FutureAdvisor March 2014 - Present
AKQA August 2012 - March 2014
AKQA May 2012 - September 2012
AKQA March 2011 - May 2012
Nana Services September 2008 - August 2010
Lorraine Schwartz Inc. July 2007 - August 2008
Semester At Sea February 2007 - May 2007
Tippit Inc September 2006 - December 2006
Skills
Digital Strategy, Digital Marketing, Digital Media, Online Advertising, SEM, Web Analytics, Data Visualization, Data Analytics, Media Analysis, PPC, PPC Bid Management, Mobile Advertising, Analytics, Mobile Marketing
Education
University of California, Berkeley 2003 — 2007
BA, Economics
Jon Xu Jon Xu's FutureAdvisor Experience May 2010 - Present
Job CoFounder at FutureAdvisor
Industry Computer Software
Experience
FutureAdvisor May 2010 - Present
Microsoft Windows Phone 7 September 2001 - August 2010
Skills
Ruby on Rails, Mobile Applications, Web Applications, JavaScript, Scrum, Software Engineering, Ruby, Software Development, Start-ups, Programming, Mobile Devices, User Experience
Education
Massachusetts Institute of Technology 1997 — 2001
FutureAdvisor May 2010 - Present
Microsoft Windows Phone 7 September 2001 - August 2010
Skills
Ruby on Rails, Mobile Applications, Web Applications, JavaScript, Scrum, Software Engineering, Ruby, Software Development, Start-ups, Programming, Mobile Devices, User Experience
Education
Massachusetts Institute of Technology 1997 — 2001
Sean Borella Sean Borella's FutureAdvisor Experience July 2014 - January 2015
Job Institutional Business Development Associate at RS Investments
Industry Financial Services
Experience
RS Investments February 2015 - Present
FutureAdvisor July 2014 - January 2015
Hewins Financial Wipfli Hewins June 2013 - June 2014
Franklin Templeton Investments December 2012 - January 2013
Stifel Financial Corp. September 2012 - December 2012
Franklin Templeton Investments June 2012 - August 2012
Skills
Strategic Financial..., Marketing Research, Investments, Insurance, Marketing Strategy, Financial Planning, Financial Markets, Microsoft Office, Excel, Series 65, Series 6, Series 63
Education
California State University-Chico 2009 — 2013
Business, Marketing
St. Ignatius College Preparatory 2005 — 2009
RS Investments February 2015 - Present
FutureAdvisor July 2014 - January 2015
Hewins Financial Wipfli Hewins June 2013 - June 2014
Franklin Templeton Investments December 2012 - January 2013
Stifel Financial Corp. September 2012 - December 2012
Franklin Templeton Investments June 2012 - August 2012
Skills
Strategic Financial..., Marketing Research, Investments, Insurance, Marketing Strategy, Financial Planning, Financial Markets, Microsoft Office, Excel, Series 65, Series 6, Series 63
Education
California State University-Chico 2009 — 2013
Business, Marketing
St. Ignatius College Preparatory 2005 — 2009
Caroline Carter Caroline Carter's FutureAdvisor Experience February 2015 - Present
Job Client Operations at FutureAdvisor (Powered by BlackRock Solutions)
Industry Marketing and Advertising
Experience
FutureAdvisor February 2015 - Present
Savoir Faire Paris June 2013 - December 2014
Ministère de la Culture et de la Communication August 2012 - June 2013
The International Center 2012 - 2012
Hirons 2011 - 2011
Lewis and Wilkins 2010 - 2010
Skills
Writing, Legal Writing, Computer/Technical..., Event Planning, Event Management, Grant Writing, Curriculum Design, Curriculum Development, Marketing Communications, Marketing Strategy, Copy Editing, Politics, Research, Teaching, Editing, Social Media Marketing, Blogging, Communication, Networking, Community Organizing, Foreign Languages
Education
Le Wagon 2014 — 2014
DevBootcamp for Entrepreneurs
DePauw University 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government, French, Spanish
University of Paris I: Panthéon-Sorbonne 2011 — 2011
Political Science and Government, Art History
FutureAdvisor February 2015 - Present
Savoir Faire Paris June 2013 - December 2014
Ministère de la Culture et de la Communication August 2012 - June 2013
The International Center 2012 - 2012
Hirons 2011 - 2011
Lewis and Wilkins 2010 - 2010
Skills
Writing, Legal Writing, Computer/Technical..., Event Planning, Event Management, Grant Writing, Curriculum Design, Curriculum Development, Marketing Communications, Marketing Strategy, Copy Editing, Politics, Research, Teaching, Editing, Social Media Marketing, Blogging, Communication, Networking, Community Organizing, Foreign Languages
Education
Le Wagon 2014 — 2014
DevBootcamp for Entrepreneurs
DePauw University 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government, French, Spanish
University of Paris I: Panthéon-Sorbonne 2011 — 2011
Political Science and Government, Art History
Simon Moore Simon Moore's FutureAdvisor Experience January 2014 - Present
Job Chief Investment Officer at FutureAdvisor
Industry Computer Software
Experience
FutureAdvisor January 2014 - Present
Microsoft January 2013 - December 2013
Microsoft August 2006 - January 2013
Anheuser-Busch June 2005 - August 2005
Putnam Investments 2001 - 2004
Mitchell Madison Group 2000 - 2001
Bank of England 1999 - 1999
Skills
Market Research, Product Management, Competitive Analysis, Go-to-market Strategy, Product Planning, Strategy, Financial Analysis, Business Strategy, Product Marketing, Business Planning, Marketing Strategy, Customer Segmentation, Cross-functional Team..., Analytics, Business Analysis, Program Management
Education
Oxford 1997 — 2000
BA
Northwestern University - Kellogg School of Management 2004 — 2006
MBA
FutureAdvisor January 2014 - Present
Microsoft January 2013 - December 2013
Microsoft August 2006 - January 2013
Anheuser-Busch June 2005 - August 2005
Putnam Investments 2001 - 2004
Mitchell Madison Group 2000 - 2001
Bank of England 1999 - 1999
Skills
Market Research, Product Management, Competitive Analysis, Go-to-market Strategy, Product Planning, Strategy, Financial Analysis, Business Strategy, Product Marketing, Business Planning, Marketing Strategy, Customer Segmentation, Cross-functional Team..., Analytics, Business Analysis, Program Management
Education
Oxford 1997 — 2000
BA
Northwestern University - Kellogg School of Management 2004 — 2006
MBA
Teagan Widmer's FutureAdvisor Experience September 2014 - Present
Job Software Engineer at FutureAdvisor
Industry Computer Software
Experience
FutureAdvisor September 2014 - Present
Refuge Restrooms November 2013 - Present
FutureAdvisor April 2014 - September 2014
Independent Contractor, Web Design and Development September 2012 - April 2014
Dramatic Arts Society September 2008 - July 2010
Skills
Teaching, Software Engineering, Ruby on Rails, Ruby, CSS, Web Development, Programming, Programming Languages, HTML, Software Development, Art, Theatre, Photography, jQuery, Public Speaking, Web Applications, JavaScript, Backbone.js, CoffeeScript
Education
Virginia Commonwealth University 2010 — 2012
MFA, Theater Pedagogy, 3.95
Pacific Union College 2007 — 2010
BA, English, Theater, Honors Program, 3.65
FutureAdvisor September 2014 - Present
Refuge Restrooms November 2013 - Present
FutureAdvisor April 2014 - September 2014
Independent Contractor, Web Design and Development September 2012 - April 2014
Dramatic Arts Society September 2008 - July 2010
Skills
Teaching, Software Engineering, Ruby on Rails, Ruby, CSS, Web Development, Programming, Programming Languages, HTML, Software Development, Art, Theatre, Photography, jQuery, Public Speaking, Web Applications, JavaScript, Backbone.js, CoffeeScript
Education
Virginia Commonwealth University 2010 — 2012
MFA, Theater Pedagogy, 3.95
Pacific Union College 2007 — 2010
BA, English, Theater, Honors Program, 3.65
Joe Cianciolo Joe Cianciolo's FutureAdvisor Experience June 2013 - Present
Job Head of Business Development @ FutureAdvisor
Industry Financial Services
Experience
FutureAdvisor June 2013 - Present
OmniTrail Technologies May 2010 - Present
Interset (formerly FileTrek) March 2012 - June 2013
SecondMarket, Inc. January 2010 - March 2012
Thomas Weisel Partners June 2008 - November 2009
Allen & Co. May 2007 - August 2007
Skills
Strategic Partnerships, New Business Development, Venture Capital, Corporate Finance, Mergers, Private Equity, Enterprise Software, Intellectual Property, Product Marketing, Strategy, Alternative Investments, Cloud Computing, Mergers & Acquisitions, Financial Services, Product Management, Securities, SaaS
Education
Penn State University
Master of Business Administration (M.B.A.), Corporate Finance & Portfolio Management
Penn State University
B.S., Economics
United States Air Force Academy
B.S., Economics
FutureAdvisor June 2013 - Present
OmniTrail Technologies May 2010 - Present
Interset (formerly FileTrek) March 2012 - June 2013
SecondMarket, Inc. January 2010 - March 2012
Thomas Weisel Partners June 2008 - November 2009
Allen & Co. May 2007 - August 2007
Skills
Strategic Partnerships, New Business Development, Venture Capital, Corporate Finance, Mergers, Private Equity, Enterprise Software, Intellectual Property, Product Marketing, Strategy, Alternative Investments, Cloud Computing, Mergers & Acquisitions, Financial Services, Product Management, Securities, SaaS
Education
Penn State University
Master of Business Administration (M.B.A.), Corporate Finance & Portfolio Management
Penn State University
B.S., Economics
United States Air Force Academy
B.S., Economics
Will Tuhacek's FutureAdvisor Experience June 2014 - Present
Job FutureAdvisor
Industry Investment Management
Experience
FutureAdvisor June 2014 - Present
United States Marine Corps January 2010 - April 2014
Fisher Investments October 2008 - January 2010
Fisher Investments January 2007 - October 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Research, English, Active Secret Security..., Chinese, Series 65, Project Management, Project Planning, Close Attention to..., General Analytics, SQL, Microsoft Word, Microsoft Exchange, Google Docs, Team Leadership, Team Building, Team-oriented, Accountability, Customer Retention, Customer Service, Data Entry, Leadership, Investments, Finance, Stock Market, Stock Trading, Options Strategies, Security Clearance, Financial Analysis, Strategy, Portfolio Management
Education
University of Southern California 2001 — 2006
Bachelor's degree, International Relations and Affairs, Chinese Language, Business, 3.47
University of Southern California 2001 — 2006
Bachelor's degree, Business, International Relations, Chinese Language
FutureAdvisor June 2014 - Present
United States Marine Corps January 2010 - April 2014
Fisher Investments October 2008 - January 2010
Fisher Investments January 2007 - October 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Research, English, Active Secret Security..., Chinese, Series 65, Project Management, Project Planning, Close Attention to..., General Analytics, SQL, Microsoft Word, Microsoft Exchange, Google Docs, Team Leadership, Team Building, Team-oriented, Accountability, Customer Retention, Customer Service, Data Entry, Leadership, Investments, Finance, Stock Market, Stock Trading, Options Strategies, Security Clearance, Financial Analysis, Strategy, Portfolio Management
Education
University of Southern California 2001 — 2006
Bachelor's degree, International Relations and Affairs, Chinese Language, Business, 3.47
University of Southern California 2001 — 2006
Bachelor's degree, Business, International Relations, Chinese Language
Ephrat Bitton Ephrat Bitton's FutureAdvisor Experience November 2012 - Present
Job Director of Algorithms at FutureAdvisor
Industry Computer Software
Experience
FutureAdvisor November 2012 - Present
Skills
Mathematical Modeling, Graph Theory, Collaborative Filtering, Social Entrepreneurship, Statistics, Product Design, Algorithms, Social Networking Sites, Data Analysis, Machine Learning, Computer Science, Data Mining, Operations Research, Matlab, Python, Artificial Intelligence, Software Development
Education
University of California, Berkeley 2006 — 2011
Ph.D., Industrial Engineering & Operations Research with a designated emphasis in New Media
University of California, Berkeley 2002 — 2011
M.S., Computer Science
University of California, Berkeley 2006 — 2008
M.S., Industrial Engineering & Operations Research
University of California, Berkeley 2002 — 2006
B.S., Industrial Engineering & Operations Research with a minor in Computer Science
FutureAdvisor November 2012 - Present
Skills
Mathematical Modeling, Graph Theory, Collaborative Filtering, Social Entrepreneurship, Statistics, Product Design, Algorithms, Social Networking Sites, Data Analysis, Machine Learning, Computer Science, Data Mining, Operations Research, Matlab, Python, Artificial Intelligence, Software Development
Education
University of California, Berkeley 2006 — 2011
Ph.D., Industrial Engineering & Operations Research with a designated emphasis in New Media
University of California, Berkeley 2002 — 2011
M.S., Computer Science
University of California, Berkeley 2006 — 2008
M.S., Industrial Engineering & Operations Research
University of California, Berkeley 2002 — 2006
B.S., Industrial Engineering & Operations Research with a minor in Computer Science
Joshua Tokle Joshua Tokle's FutureAdvisor Experience March 2011 - April 2012
Job Senior Data Scientist at American Institutes for Research
Industry Research
Experience
American Institutes for Research September 2014 - Present
US Census Bureau May 2012 - September 2014
FutureAdvisor March 2011 - April 2012
University of Washington 2005 - 2011
Roll Out, Cowboy LLC. 2009 - 2009
Global Real Analytics, LLC 2006 - 2006
Global Real Analytics, LLC 2001 - 2005
Education
University of Washington 2005 — 2011
PhD, Mathematics
University of Iowa 1997 — 2001
BS, Mathematics, Computer Science, Philosophy, Spanish
American Institutes for Research September 2014 - Present
US Census Bureau May 2012 - September 2014
FutureAdvisor March 2011 - April 2012
University of Washington 2005 - 2011
Roll Out, Cowboy LLC. 2009 - 2009
Global Real Analytics, LLC 2006 - 2006
Global Real Analytics, LLC 2001 - 2005
Education
University of Washington 2005 — 2011
PhD, Mathematics
University of Iowa 1997 — 2001
BS, Mathematics, Computer Science, Philosophy, Spanish
Clyde Law's FutureAdvisor Experience November 2010 - Present
Job
Industry Computer Software
Experience
FutureAdvisor November 2010 - Present
Skills
Ruby on Rails, C++, C#, Win32, COM, DCOM, Java, JavaScript, jQuery, Ruby, Distributed Systems, Operating Systems, Software Engineering, Software Design, Algorithms, Object Oriented Design, Computer Science
Education
Massachusetts Institute of Technology 2002 — 2003
M.Eng.
Massachusetts Institute of Technology 1998 — 2002
S.B.
FutureAdvisor November 2010 - Present
Skills
Ruby on Rails, C++, C#, Win32, COM, DCOM, Java, JavaScript, jQuery, Ruby, Distributed Systems, Operating Systems, Software Engineering, Software Design, Algorithms, Object Oriented Design, Computer Science
Education
Massachusetts Institute of Technology 2002 — 2003
M.Eng.
Massachusetts Institute of Technology 1998 — 2002
S.B.
Thara Jinadasa's FutureAdvisor Experience November 2013 - March 2015
Job Head of Nonprofit Operations at Bright Funds
Industry Financial Services
Experience
Bright Funds March 2015 - Present
FutureAdvisor November 2013 - March 2015
Tiburon Research Group April 2012 - November 2013
Global Fund for Women October 2009 - April 2012
Hydrocephalus Association August 2008 - July 2010
New York Life Insurance Company May 2007 - March 2008
Columbia Business School October 2006 - August 2007
Harvard University June 2006 - August 2006
Skills
Database Management, Donor Relations, Fundraising, Direct Marketing, Online Marketing, Filemaker Pro, Customer Service, FileMaker, Management, Strategy, Database Admin, Program Management, Marketing, Public Speaking, Salesforce.com, Email Marketing, Nonprofits
Education
Barnard College, Columbia University 2003 — 2007
Bachelor of Arts, Political Economics
Barnard College
Bachelor's degree, Political Economy
Bright Funds March 2015 - Present
FutureAdvisor November 2013 - March 2015
Tiburon Research Group April 2012 - November 2013
Global Fund for Women October 2009 - April 2012
Hydrocephalus Association August 2008 - July 2010
New York Life Insurance Company May 2007 - March 2008
Columbia Business School October 2006 - August 2007
Harvard University June 2006 - August 2006
Skills
Database Management, Donor Relations, Fundraising, Direct Marketing, Online Marketing, Filemaker Pro, Customer Service, FileMaker, Management, Strategy, Database Admin, Program Management, Marketing, Public Speaking, Salesforce.com, Email Marketing, Nonprofits
Education
Barnard College, Columbia University 2003 — 2007
Bachelor of Arts, Political Economics
Barnard College
Bachelor's degree, Political Economy
Brian Perez's FutureAdvisor Experience May 2014 - October 2014
Job Wealth Manager at Gupta Wealth Management
Industry Financial Services
Experience
Gupta Wealth Management January 2015 - Present
FutureAdvisor May 2014 - October 2014
Avanza, Inc. January 2013 - April 2014
Fisher Investments, LLC January 2011 - December 2012
Fisher Investments, LLC October 2006 - December 2010
Fisher Investments, LLC April 2005 - September 2006
Fisher Investments, Inc October 2001 - March 2005
Fisher Investments, Inc October 1999 - October 2001
SunAmerica June 1998 - October 1999
Skills
Start-ups, Equities, Investment Management, Retirement Planning, Portfolio Management, Asset Management, Investments, Wealth Management, Investment Strategies, Asset Allocation, Asset Managment, Capital Markets, Securities, Alternative Investments, Investment Advisory, Financial Services
Education
University of Notre Dame
Bachelor of Business Administration (B.B.A.), Finance
Universidad Iberoamericana, Ciudad de México
Immersion Program
Gupta Wealth Management January 2015 - Present
FutureAdvisor May 2014 - October 2014
Avanza, Inc. January 2013 - April 2014
Fisher Investments, LLC January 2011 - December 2012
Fisher Investments, LLC October 2006 - December 2010
Fisher Investments, LLC April 2005 - September 2006
Fisher Investments, Inc October 2001 - March 2005
Fisher Investments, Inc October 1999 - October 2001
SunAmerica June 1998 - October 1999
Skills
Start-ups, Equities, Investment Management, Retirement Planning, Portfolio Management, Asset Management, Investments, Wealth Management, Investment Strategies, Asset Allocation, Asset Managment, Capital Markets, Securities, Alternative Investments, Investment Advisory, Financial Services
Education
University of Notre Dame
Bachelor of Business Administration (B.B.A.), Finance
Universidad Iberoamericana, Ciudad de México
Immersion Program
Carolyn Tobkin's FutureAdvisor Experience October 2014 - February 2015
Job Senior Analyst, Product at Credit Karma
Industry Financial Services
Experience
Credit Karma February 2015 - Present
FutureAdvisor October 2014 - February 2015
Harvard Business School August 2012 - May 2014
BloomReach June 2013 - August 2013
Barclays Capital January 2011 - March 2012
Barclays Capital July 2009 - January 2011
Yale Investments Office January 2007 - May 2009
Lehman Brothers July 2008 - August 2008
Bain & Company June 2007 - August 2007
Skills
Foreign Exchange, Analytics, Fundraising, Strategic Planning, Structured Finance, Entrepreneurship, Commodity, Data Analysis, Investment Banking, Financial Modeling, Valuation, Archaeological Survey, Emerging Markets
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Yale University 2005 — 2009
BA, Economics & International Studies
San Francisco University High School 2001 — 2005
High School
Credit Karma February 2015 - Present
FutureAdvisor October 2014 - February 2015
Harvard Business School August 2012 - May 2014
BloomReach June 2013 - August 2013
Barclays Capital January 2011 - March 2012
Barclays Capital July 2009 - January 2011
Yale Investments Office January 2007 - May 2009
Lehman Brothers July 2008 - August 2008
Bain & Company June 2007 - August 2007
Skills
Foreign Exchange, Analytics, Fundraising, Strategic Planning, Structured Finance, Entrepreneurship, Commodity, Data Analysis, Investment Banking, Financial Modeling, Valuation, Archaeological Survey, Emerging Markets
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Yale University 2005 — 2009
BA, Economics & International Studies
San Francisco University High School 2001 — 2005
High School
Nicholas McCurry's FutureAdvisor Experience October 2014 - Present
Job Making sure products and services are built right and delivered on time since 2011.
Industry Wireless
Experience
FutureAdvisor October 2014 - Present
GreatCall June 2011 - June 2014
GreatCall October 2010 - June 2011
GreatCall February 2010 - October 2010
GreatCall September 2008 - February 2010
GreatCall February 2008 - September 2008
GreatCall January 2008 - February 2008
Skills
Cross-functional Team..., Mobile Devices, Wireless, Product Launch, Product Management, Scrum, Team Building, Mobile Applications, Sales, Leadership, Start-ups, Sales Operations, Retail, Telecommunications, Mobile Technology
Education
University of California, San Diego 2004 — 2007
BA, Study of Religion
University of Melbourne 2007 — 2007
Education Abroad Program
Bellarmine College Prep 2000 — 2004
High School
FutureAdvisor October 2014 - Present
GreatCall June 2011 - June 2014
GreatCall October 2010 - June 2011
GreatCall February 2010 - October 2010
GreatCall September 2008 - February 2010
GreatCall February 2008 - September 2008
GreatCall January 2008 - February 2008
Skills
Cross-functional Team..., Mobile Devices, Wireless, Product Launch, Product Management, Scrum, Team Building, Mobile Applications, Sales, Leadership, Start-ups, Sales Operations, Retail, Telecommunications, Mobile Technology
Education
University of California, San Diego 2004 — 2007
BA, Study of Religion
University of Melbourne 2007 — 2007
Education Abroad Program
Bellarmine College Prep 2000 — 2004
High School
Alex Wood's FutureAdvisor Experience September 2014 - Present
Job Software Engineer at FutureAdvisor
Industry Computer Software
Experience
FutureAdvisor September 2014 - Present
ShopSavvy Inc. October 2012 - August 2014
Western Digital April 2010 - October 2012
TopDish November 2010 - September 2011
Apace Systems October 2009 - March 2010
SCAQMD March 2009 - July 2009
Jet Propulsion Laboratory September 2008 - January 2009
Skills
XML, Subversion, Java, Git, Perl, Python, Ruby, Visual Basic, Object Oriented Design, C++, JavaScript, Ruby on Rails, C#, MySQL, JSON, Google App Engine, Java Enterprise Edition, .NET, REST, Cassandra, Hadoop, Ext JS, jQuery, CGI/Perl, Qt, AJAX, SCSI, Webmin, Ant, Maven
Education
California State Polytechnic University-Pomona 2005 — 2010
B.S., Computer Science
FutureAdvisor September 2014 - Present
ShopSavvy Inc. October 2012 - August 2014
Western Digital April 2010 - October 2012
TopDish November 2010 - September 2011
Apace Systems October 2009 - March 2010
SCAQMD March 2009 - July 2009
Jet Propulsion Laboratory September 2008 - January 2009
Skills
XML, Subversion, Java, Git, Perl, Python, Ruby, Visual Basic, Object Oriented Design, C++, JavaScript, Ruby on Rails, C#, MySQL, JSON, Google App Engine, Java Enterprise Edition, .NET, REST, Cassandra, Hadoop, Ext JS, jQuery, CGI/Perl, Qt, AJAX, SCSI, Webmin, Ant, Maven
Education
California State Polytechnic University-Pomona 2005 — 2010
B.S., Computer Science
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY