Harris Associates
Industry: Investment management company
DescriptionHarris Associates L.P. is a Chicago-based investment company that manages $141 billion in assets as of March 31, 2018. Harris manages long-only U.S. equity, international equity, and global equity strategies which are offered through its mutual fund company, the Oakmark Funds, and other types of vehicles. AUM: US$ 141 billion (2018); US$ 118 billion (2017) Headquarters: Chicago, IL Parent organization: Natixis Global Asset Management Founder: Victor A Morgenstern Founded: 1976 Subsidiary: Harris Associates Securities L.P.
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Harris Associates Employees
Employee
Years
Job
Industry
Frances Grey Frances Grey's Harris Associates Experience 2000 - 2011
Job Executive Assistant at US Foods
Industry Executive Office
Experience
US Foods April 2013 - Present
Fellowship MB Church August 2012 - February 2013
Diversity Best Practices October 2011 - February 2012
Harris Associates 2000 - 2011
Skills
Project Management, Lotus Notes, Mergers, Concur, PowerPoint, Microsoft Office, Public Speaking, Resume Writing, Social Media, Fundraising, Higher Education, Bloomberg, Change Management, Expense Management, Marketing Strategy, Investments, Outlook, Non-profits, Time Management, Expense Reports, Negotiation, Financial Reporting, Microsoft Excel, Editing, Program Management, Research, Spreadsheets, Strategy, Financial Modeling, Event Planning, Financial Analysis, Mutual Funds, Budgets, Recruiting, Process Improvement, Administration, Team Building, Equities, Microsoft Word
Education
Roosevelt University
Bachelor's degree, Finance, General
US Foods April 2013 - Present
Fellowship MB Church August 2012 - February 2013
Diversity Best Practices October 2011 - February 2012
Harris Associates 2000 - 2011
Skills
Project Management, Lotus Notes, Mergers, Concur, PowerPoint, Microsoft Office, Public Speaking, Resume Writing, Social Media, Fundraising, Higher Education, Bloomberg, Change Management, Expense Management, Marketing Strategy, Investments, Outlook, Non-profits, Time Management, Expense Reports, Negotiation, Financial Reporting, Microsoft Excel, Editing, Program Management, Research, Spreadsheets, Strategy, Financial Modeling, Event Planning, Financial Analysis, Mutual Funds, Budgets, Recruiting, Process Improvement, Administration, Team Building, Equities, Microsoft Word
Education
Roosevelt University
Bachelor's degree, Finance, General
Jason Flahive, CPA Jason Flahive, CPA's Harris Associates Experience October 2005 - May 2007
Job Manager at Ostrow Reisin Berk & Abrams, Ltd.
Industry Accounting
Experience
Ostrow Reisin Berk & Abrams, Ltd. July 2007 - Present
Harris Associates October 2005 - May 2007
Skills
Accounting, Auditing, CPA, Tax, Tax Returns, GAAP, Tax Accounting, Financial Accounting, Financial Reporting, Tax Preparation, Accountants, Sales Tax, Corporate Tax, Income Tax, Partnership Taxation, Healthcare Industry, Real Estate, Internal Controls, QuickBooks, US GAAP, Financial Analysis, Financial Statements, Budgets, Financial Statement..., Compliance Assurance, Small Business, Individual Taxation, Bookkeeping, Audits of Employee..., Financial Audits
Education
University of Illinois at Chicago 2005 — 2007
BS, Accounting
Ostrow Reisin Berk & Abrams, Ltd. July 2007 - Present
Harris Associates October 2005 - May 2007
Skills
Accounting, Auditing, CPA, Tax, Tax Returns, GAAP, Tax Accounting, Financial Accounting, Financial Reporting, Tax Preparation, Accountants, Sales Tax, Corporate Tax, Income Tax, Partnership Taxation, Healthcare Industry, Real Estate, Internal Controls, QuickBooks, US GAAP, Financial Analysis, Financial Statements, Budgets, Financial Statement..., Compliance Assurance, Small Business, Individual Taxation, Bookkeeping, Audits of Employee..., Financial Audits
Education
University of Illinois at Chicago 2005 — 2007
BS, Accounting
Deirdre Almaguer's Harris Associates Experience November 2014 - Present
Job Data Analyst at Harris Associates
Industry Investment Management
Experience
Harris Associates November 2014 - Present
Harris Associates November 2013 - November 2014
OneChicago April 2012 - November 2013
Panorama Brokerage - CME Group December 2007 - January 2008
Skills
Project Management, Equities, Derivatives, Financial Markets, Securities, Cross-functional Team..., SQL, Trading Operations
Education
University of Illinois at Urbana-Champaign 2006 — 2011
BA, Economics
Oak Park and River Forest High School 2002 — 2006
Harris Associates November 2014 - Present
Harris Associates November 2013 - November 2014
OneChicago April 2012 - November 2013
Panorama Brokerage - CME Group December 2007 - January 2008
Skills
Project Management, Equities, Derivatives, Financial Markets, Securities, Cross-functional Team..., SQL, Trading Operations
Education
University of Illinois at Urbana-Champaign 2006 — 2011
BA, Economics
Oak Park and River Forest High School 2002 — 2006
Andrew Bass Andrew Bass's Harris Associates Experience 2009 - 2011
Job Director of Research at North Star Investment Management Corp
Industry Investment Management
Experience
North Star Investment Management Corp 2013 - Present
FirsTime Design Ltd. 2011 - Present
Berlin Financial Ltd. 2011 - 2013
Harris Associates 2009 - 2011
Skills
Financial Modeling, Equity Research, Valuation, Equities, Bloomberg, Investment Strategies, Hedge Funds, Capital Markets, Asset Allocation, Securities, Due Diligence, Financial Analysis, Asset Managment, Investments, Fixed Income, Portfolio Management, Corporate Finance, Mutual Funds
Education
The George Washington University - School of Business
Bachelor of Business, Finance and Accountancy
University School
North Star Investment Management Corp 2013 - Present
FirsTime Design Ltd. 2011 - Present
Berlin Financial Ltd. 2011 - 2013
Harris Associates 2009 - 2011
Skills
Financial Modeling, Equity Research, Valuation, Equities, Bloomberg, Investment Strategies, Hedge Funds, Capital Markets, Asset Allocation, Securities, Due Diligence, Financial Analysis, Asset Managment, Investments, Fixed Income, Portfolio Management, Corporate Finance, Mutual Funds
Education
The George Washington University - School of Business
Bachelor of Business, Finance and Accountancy
University School
Alma D. Miranda's Harris Associates Experience November 2010 - January 2012
Job Sales Executive Administrator for the Southeast Hub at Ciber
Industry Staffing and Recruiting
Experience
Ciber May 2015 - Present
Hawker Financial September 2012 - December 2014
Harris Associates November 2010 - January 2012
Peachtree Settlement Funding 2005 - 2010
21st Century Mortgage Bankers 2003 - 2005
ZURICH SCUDDER INVESTMENTS, INC., Chicago, IL 1999 - 2003
Sportsman's Park 1994 - 1998
Skills
Office Management, Administrative..., Human Resources, Recruiting, Payroll, Training, Visio, Accounts Payable, Management, Spreadsheets, Outlook, System Administration, Research, Microsoft Word, Microsoft Excel, Access, PowerPoint, Interviews, Microsoft Office, Vendor Management, Accounting, Customer Service, Invoicing, Employee Relations, Team Building, Insurance, New Hire Orientations, Event Planning, Travel Arrangements, Marketing, PeopleSoft, SharePoint, Hiring, Project Planning, Process Improvement, Time Management, Account Reconciliation, Software Documentation, Analysis, Financial Analysis, Budgets, Editing, Event Management, Sales, Benefits Administration, Calendars, Employee Benefits, Expense Reports, Finance, Project Management
Education
Robert Morris College 1994 — 1997
BBA, Business
Ciber May 2015 - Present
Hawker Financial September 2012 - December 2014
Harris Associates November 2010 - January 2012
Peachtree Settlement Funding 2005 - 2010
21st Century Mortgage Bankers 2003 - 2005
ZURICH SCUDDER INVESTMENTS, INC., Chicago, IL 1999 - 2003
Sportsman's Park 1994 - 1998
Skills
Office Management, Administrative..., Human Resources, Recruiting, Payroll, Training, Visio, Accounts Payable, Management, Spreadsheets, Outlook, System Administration, Research, Microsoft Word, Microsoft Excel, Access, PowerPoint, Interviews, Microsoft Office, Vendor Management, Accounting, Customer Service, Invoicing, Employee Relations, Team Building, Insurance, New Hire Orientations, Event Planning, Travel Arrangements, Marketing, PeopleSoft, SharePoint, Hiring, Project Planning, Process Improvement, Time Management, Account Reconciliation, Software Documentation, Analysis, Financial Analysis, Budgets, Editing, Event Management, Sales, Benefits Administration, Calendars, Employee Benefits, Expense Reports, Finance, Project Management
Education
Robert Morris College 1994 — 1997
BBA, Business
Laura Goode Laura Goode's Harris Associates Experience March 2008 - Present
Job Manager Trading Services at Harris Associates
Industry Financial Services
Experience
Harris Associates March 2008 - Present
Tolleson Wealth Management April 2005 - October 2005
Carlson Capital, L.P. January 2000 - April 2005
Barrow, Hanley, Mewhinney, and Strauss December 1997 - December 1999
Skills
FX Options, Accounting, Hedge Funds, Customer Service, Mutual Funds, Trading, Project Management, Budgets, Equities, Settlement, Investments, Fixed Income, Asset Management
Education
University of Missouri-Columbia, College of Business 1990 — 1994
BSBA, Finance
Harris Associates March 2008 - Present
Tolleson Wealth Management April 2005 - October 2005
Carlson Capital, L.P. January 2000 - April 2005
Barrow, Hanley, Mewhinney, and Strauss December 1997 - December 1999
Skills
FX Options, Accounting, Hedge Funds, Customer Service, Mutual Funds, Trading, Project Management, Budgets, Equities, Settlement, Investments, Fixed Income, Asset Management
Education
University of Missouri-Columbia, College of Business 1990 — 1994
BSBA, Finance
Brian Bourn Brian Bourn's Harris Associates Experience June 2014 - Present
Job Research Assistant at Harris Associates
Industry Investment Management
Experience
Harris Associates June 2014 - Present
Harris Associates May 2013 - August 2013
Skills
Excel, PowerPoint, Microsoft Office, DCF, Microsoft Word, Financial Modeling, Market Research
Education
University of Southern California - Marshall School of Business 2010 — 2014
B.S., Business Administration, Summa Cum Laude
University of Southern California 2010 — 2014
B.A., Economics, Summa Cum Laude
Harris Associates June 2014 - Present
Harris Associates May 2013 - August 2013
Skills
Excel, PowerPoint, Microsoft Office, DCF, Microsoft Word, Financial Modeling, Market Research
Education
University of Southern California - Marshall School of Business 2010 — 2014
B.S., Business Administration, Summa Cum Laude
University of Southern California 2010 — 2014
B.A., Economics, Summa Cum Laude
Brianna Hanek's Harris Associates Experience January 2015 - Present
Job Portfolio Associate at Harris Associates
Industry Financial Services
Experience
Harris Associates January 2015 - Present
Harris Associates March 2014 - January 2015
Ameriprise Financial Services, Inc. July 2012 - March 2014
Campus Entertainment, LLC February 2012 - July 2012
Skills
PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Customer Service, Data Analysis, Research, Outlook
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (BS), Economics
Harris Associates January 2015 - Present
Harris Associates March 2014 - January 2015
Ameriprise Financial Services, Inc. July 2012 - March 2014
Campus Entertainment, LLC February 2012 - July 2012
Skills
PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Customer Service, Data Analysis, Research, Outlook
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (BS), Economics
Derek DeMirjian's Harris Associates Experience June 2013 - Present
Job Portfolio Associate at Harris Associates
Industry Financial Services
Experience
Harris Associates June 2013 - Present
Solutions Funds Group, Inc. January 2012 - June 2013
Johnson & Johnson June 2009 - January 2010
Skills
Investments, Portfolio Management, Hedge Funds, Options, Accounting, Corporate Finance, Mutual Funds, Value Investing, Derivatives, Finance
Education
Pennsylvania State University, The Smeal College of Business 2007 — 2011
B.S., Accounting, 3.78
Penn State University
Harris Associates June 2013 - Present
Solutions Funds Group, Inc. January 2012 - June 2013
Johnson & Johnson June 2009 - January 2010
Skills
Investments, Portfolio Management, Hedge Funds, Options, Accounting, Corporate Finance, Mutual Funds, Value Investing, Derivatives, Finance
Education
Pennsylvania State University, The Smeal College of Business 2007 — 2011
B.S., Accounting, 3.78
Penn State University
Anna Guzman Anna Guzman's Harris Associates Experience January 2015 - Present
Job Performance Analyst
Industry Financial Services
Experience
Harris Associates January 2015 - Present
CME Group May 2012 - December 2014
CME Group 2012 - 2014
Skills
Derivatives, Equities, Fixed Income, Microsoft Excel, SQL, Financial Analysis, Microsoft Office, Trading, Financial Markets, Data Analysis, PowerPoint, Financial Modeling, Bloomberg, SAS, Arbitrage, Market Risk, Equity Research, Statistics, Corporate Finance, Portfolio Management, Analysis, Business Analysis
Education
University of Illinois at Chicago 2010 — 2014
Bachelor's degree, Major: Finance Minor: MIS, Business Analytics
Harris Associates January 2015 - Present
CME Group May 2012 - December 2014
CME Group 2012 - 2014
Skills
Derivatives, Equities, Fixed Income, Microsoft Excel, SQL, Financial Analysis, Microsoft Office, Trading, Financial Markets, Data Analysis, PowerPoint, Financial Modeling, Bloomberg, SAS, Arbitrage, Market Risk, Equity Research, Statistics, Corporate Finance, Portfolio Management, Analysis, Business Analysis
Education
University of Illinois at Chicago 2010 — 2014
Bachelor's degree, Major: Finance Minor: MIS, Business Analytics
Brian Kopinski Brian Kopinski's Harris Associates Experience May 2012 - Present
Job Intermediary Services Associate at Harris Associates
Industry Investment Management
Experience
Harris Associates May 2012 - Present
BMO Harris Bank November 2010 - May 2012
BMO Harris Bank November 2008 - November 2010
U.S. Army - PEO STRI June 2007 - May 2008
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (MBA)
University of Central Florida 2004 — 2008
Bachelor of Science Business Administration, Finance
Harris Associates May 2012 - Present
BMO Harris Bank November 2010 - May 2012
BMO Harris Bank November 2008 - November 2010
U.S. Army - PEO STRI June 2007 - May 2008
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (MBA)
University of Central Florida 2004 — 2008
Bachelor of Science Business Administration, Finance
Joseph Trace Ancona Joseph Trace Ancona's Harris Associates Experience June 2015 - Present
Job Data Analyst at Harris Associates
Industry Investment Management
Experience
Harris Associates June 2015 - Present
Kellogg Company June 2014 - August 2014
Profit Gym February 2014 - April 2014
Matteo Construction May 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Teamwork, Social Media, Time Management, Leadership, Social Networking, Management, Profitability Management, Facebook, Marketing, Data Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Harris Associates June 2015 - Present
Kellogg Company June 2014 - August 2014
Profit Gym February 2014 - April 2014
Matteo Construction May 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Teamwork, Social Media, Time Management, Leadership, Social Networking, Management, Profitability Management, Facebook, Marketing, Data Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Howard Gilman Howard Gilman's Harris Associates Experience May 2015 - Present
Job Account Services Associate at Harris Associates
Industry Investment Management
Experience
Harris Associates May 2015 - Present
Katz and Stefani, LLC May 2014 - January 2015
Hu-Friedy Mfg. Co., LLC June 2013 - August 2013
Premium Laundry May 2011 - May 2013
Phi Delta Theta Fraternity August 2012 - January 2013
Wheeling Coin Laundry January 2010 - January 2013
Target August 2012 - August 2012
Campers Laundry June 2009 - August 2010
Deerfield Park District April 2007 - April 2010
Skills
Teamwork, Microsoft Excel, Networking, Microsoft Word, Financial Accounting, Communication Skills, Time Management, Communication, Leadership, Laundry Services, Data Analysis, Customer Service, Social Networking, Small Business, Legal Malpractice, Finance, Writing, Close Attention to..., CRM, Legal Procedures, Time Value of Money, Opening New Accounts, Axys, Corporate Actions, Cashiering, Operations
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services, Senior
Deerfield High School 2007 — 2011
Harris Associates May 2015 - Present
Katz and Stefani, LLC May 2014 - January 2015
Hu-Friedy Mfg. Co., LLC June 2013 - August 2013
Premium Laundry May 2011 - May 2013
Phi Delta Theta Fraternity August 2012 - January 2013
Wheeling Coin Laundry January 2010 - January 2013
Target August 2012 - August 2012
Campers Laundry June 2009 - August 2010
Deerfield Park District April 2007 - April 2010
Skills
Teamwork, Microsoft Excel, Networking, Microsoft Word, Financial Accounting, Communication Skills, Time Management, Communication, Leadership, Laundry Services, Data Analysis, Customer Service, Social Networking, Small Business, Legal Malpractice, Finance, Writing, Close Attention to..., CRM, Legal Procedures, Time Value of Money, Opening New Accounts, Axys, Corporate Actions, Cashiering, Operations
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services, Senior
Deerfield High School 2007 — 2011
Thomas Delaney Thomas Delaney's Harris Associates Experience July 2015 - Present
Job Associate Portfolio Manager at Harris Associates
Industry Investment Management
Experience
Harris Associates July 2015 - Present
Harris Associates May 2008 - July 2015
SEI November 2007 - May 2008
The University News January 2004 - May 2007
Boeing May 2005 - December 2006
Skills
Investments, Research, Financial Modeling, Financial Analysis, Bloomberg, Portfolio Management, Fixed Income, Equities, Microsoft Excel, Securities, Finance
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Finance, Economics, International Business and Econometrics & Statistics, Graduated March 2013
Saint Louis University 2003 — 2007
BSBA, Economics and Finance
Saint Ignatius High School 1999 — 2003
Harris Associates July 2015 - Present
Harris Associates May 2008 - July 2015
SEI November 2007 - May 2008
The University News January 2004 - May 2007
Boeing May 2005 - December 2006
Skills
Investments, Research, Financial Modeling, Financial Analysis, Bloomberg, Portfolio Management, Fixed Income, Equities, Microsoft Excel, Securities, Finance
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Finance, Economics, International Business and Econometrics & Statistics, Graduated March 2013
Saint Louis University 2003 — 2007
BSBA, Economics and Finance
Saint Ignatius High School 1999 — 2003
Dawn Ellis Dawn Ellis's Harris Associates Experience July 2007 - July 2008
Job Sr. Business Process Analyst at Land O'Lakes (WinField)
Industry Financial Services
Experience
Land O'Lakes September 2012 - December 2013
On assignment with Robert Half Management Resources June 2012 - September 2012
Regency Beauty Institute September 2010 - September 2011
Regency Beauty Institute October 2009 - September 2010
Laciak Accountancy Group, PC August 2008 - April 2009
Harris Associates July 2007 - July 2008
Harris Associates December 2005 - July 2007
Harris Associates March 2001 - December 2005
First American Asset Management, a subsidiary of US Bank February 1999 - September 1999
Piper Jaffray May 1997 - February 1999
Skills
Process Improvement, Business Process, Change Management, Risk Management, Business Project Lead, Master Data Management, Problem Solving, Drive Change, Influence Without..., Strategic thinker, System..., Coaching, Mentoring, Build consensus through..., Turn ideas into actions, Oracle SQL Developer, JD Edwards
Education
Northwestern University, Kellogg School of Management 2005 — 2007
MBA, Management & Strategy, Management & Organization, Analytical Consulting
University of Minnesota Duluth 1994 — 1998
Labovitz School of Business & Economics, Finance & Management Information Sciences; Business Administration
Totino-Grace High School 1989 — 1993
Land O'Lakes September 2012 - December 2013
On assignment with Robert Half Management Resources June 2012 - September 2012
Regency Beauty Institute September 2010 - September 2011
Regency Beauty Institute October 2009 - September 2010
Laciak Accountancy Group, PC August 2008 - April 2009
Harris Associates July 2007 - July 2008
Harris Associates December 2005 - July 2007
Harris Associates March 2001 - December 2005
First American Asset Management, a subsidiary of US Bank February 1999 - September 1999
Piper Jaffray May 1997 - February 1999
Skills
Process Improvement, Business Process, Change Management, Risk Management, Business Project Lead, Master Data Management, Problem Solving, Drive Change, Influence Without..., Strategic thinker, System..., Coaching, Mentoring, Build consensus through..., Turn ideas into actions, Oracle SQL Developer, JD Edwards
Education
Northwestern University, Kellogg School of Management 2005 — 2007
MBA, Management & Strategy, Management & Organization, Analytical Consulting
University of Minnesota Duluth 1994 — 1998
Labovitz School of Business & Economics, Finance & Management Information Sciences; Business Administration
Totino-Grace High School 1989 — 1993
Jana Hicks Jana Hicks's Harris Associates Experience 1997 - 2000
Job Controller
Industry Accounting
Experience
Hicks Bookkeeping December 2010 - Present
Flying Gorilla Studio December 2010 - Present
Litzler et al 2000 - Present
O'Gara Bissell Photography 1999 - 2000
Harris Associates 1997 - 2000
Chrome Specialities 1992 - 1996
Skills
Full-Charge Bookkeeping, Financial Accounting, QuickBooks, Forensic Accounting, Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, General Ledger, Customer Satisfaction, Accruals, Budgets, Marketing Strategy, Team Management, Business Analysis, New Business Development, Construction, Business Development, Entrepreneurship, Human Resources, Inventory Management, Continuous Improvement, Litigation Support, Microsoft Excel, Microsoft Office, Adobe Creative Suite, Employee Training, Creative Direction, Legal Research, Team Leadership, Direct Mail, Brochures, Illustration, Advertising, Image Manipulation, Art Direction, Posters, Graphic Design, Photoshop, Corporate Identity, Logo Design, Image Editing
Education
Southern Methodist University
Post Bac working on Masters Degree, Accounting and Business Management
The University of Texas at Arlington
Bachelor of Science (BS), Economics, Obtained a BS in Economics with a Minor in Accounting
Hicks Bookkeeping December 2010 - Present
Flying Gorilla Studio December 2010 - Present
Litzler et al 2000 - Present
O'Gara Bissell Photography 1999 - 2000
Harris Associates 1997 - 2000
Chrome Specialities 1992 - 1996
Skills
Full-Charge Bookkeeping, Financial Accounting, QuickBooks, Forensic Accounting, Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, General Ledger, Customer Satisfaction, Accruals, Budgets, Marketing Strategy, Team Management, Business Analysis, New Business Development, Construction, Business Development, Entrepreneurship, Human Resources, Inventory Management, Continuous Improvement, Litigation Support, Microsoft Excel, Microsoft Office, Adobe Creative Suite, Employee Training, Creative Direction, Legal Research, Team Leadership, Direct Mail, Brochures, Illustration, Advertising, Image Manipulation, Art Direction, Posters, Graphic Design, Photoshop, Corporate Identity, Logo Design, Image Editing
Education
Southern Methodist University
Post Bac working on Masters Degree, Accounting and Business Management
The University of Texas at Arlington
Bachelor of Science (BS), Economics, Obtained a BS in Economics with a Minor in Accounting
Troy Schott Troy Schott's Harris Associates Experience May 2015 - June 2015
Job Research Assistant Summer 2015 at Harris Associates
Industry Research
Experience
Center for Automotive Research June 2014 - Present
Chicago Trading Company June 2015 - August 2015
Harris Associates May 2015 - June 2015
Personal Equity Portfolio September 2007 - March 2015
University of Michigan - Institute for Social Research September 2012 - May 2014
Skills
Microsoft Excel, Business Valuation, Financial Analysis, Microsoft Office, Research, Microsoft Word, FactSet, Leadership, Stata, C++, Customer Service, Teamwork, Bloomberg
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Concentration in Finance and Accounting
DeWitt High School 2009 — 2012
Center for Automotive Research June 2014 - Present
Chicago Trading Company June 2015 - August 2015
Harris Associates May 2015 - June 2015
Personal Equity Portfolio September 2007 - March 2015
University of Michigan - Institute for Social Research September 2012 - May 2014
Skills
Microsoft Excel, Business Valuation, Financial Analysis, Microsoft Office, Research, Microsoft Word, FactSet, Leadership, Stata, C++, Customer Service, Teamwork, Bloomberg
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Concentration in Finance and Accounting
DeWitt High School 2009 — 2012
Vanda El Walsh's Harris Associates Experience December 2013 - Present
Job Portfolio Associate at Harris Associates
Industry Financial Services
Experience
Harris Associates December 2013 - Present
Northern Trust August 2011 - December 2013
U.S. Department of Commerce, Bureau of the Census May 2010 - March 2011
U.S. Department of Commerce, Bureau of the Census December 2009 - May 2010
U.S. Department of Commerce, Bureau of the Census July 2008 - December 2009
Illini Media September 2005 - May 2006
Skills
Blogging, Customer Service, Budgets, Microsoft Office, Leadership, Recruiting, Event Planning
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Business Administration, Marketing
Harris Associates December 2013 - Present
Northern Trust August 2011 - December 2013
U.S. Department of Commerce, Bureau of the Census May 2010 - March 2011
U.S. Department of Commerce, Bureau of the Census December 2009 - May 2010
U.S. Department of Commerce, Bureau of the Census July 2008 - December 2009
Illini Media September 2005 - May 2006
Skills
Blogging, Customer Service, Budgets, Microsoft Office, Leadership, Recruiting, Event Planning
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Business Administration, Marketing
Cristin DeMaa Cristin DeMaa's Harris Associates Experience June 2014 - Present
Job Executive Assistant at Harris Associates
Industry Financial Services
Experience
Harris Associates June 2014 - Present
Chicago Health System November 2013 - June 2014
Calamos Investments September 2010 - November 2013
Coyle Financial Counsel April 2006 - April 2009
Moller Financial 2004 - April 2006
Police Consultants, Inc January 2001 - January 2003
ConAgra January 2000 - January 2001
Skills
Administrative..., Asset Management, Outlook, Equities, Investments, Office Management, Financial Services, Bloomberg, Microsoft Excel, Securities, PowerPoint, Fixed Income, Alternative Investments, Access
Education
University of Iowa 1996 — 2000
Business Administration and Management, General
Harris Associates June 2014 - Present
Chicago Health System November 2013 - June 2014
Calamos Investments September 2010 - November 2013
Coyle Financial Counsel April 2006 - April 2009
Moller Financial 2004 - April 2006
Police Consultants, Inc January 2001 - January 2003
ConAgra January 2000 - January 2001
Skills
Administrative..., Asset Management, Outlook, Equities, Investments, Office Management, Financial Services, Bloomberg, Microsoft Excel, Securities, PowerPoint, Fixed Income, Alternative Investments, Access
Education
University of Iowa 1996 — 2000
Business Administration and Management, General
Michael Friedmeyer Michael Friedmeyer's Harris Associates Experience November 2002 - February 2004
Job Senior Operations Analyst with JM&A Group / JM Family Enterprises
Industry Automotive
Experience
JM Family Enterprises September 2012 - Present
CRL Management, LLC March 2009 - March 2011
Lehman Brothers March 2004 - October 2008
Harris Associates November 2002 - February 2004
Harris Associates, LP June 2001 - November 2002
William Blair and Company January 2000 - June 2001
Skills
Account Reconciliation, Bloomberg, DTC, Excel, Financial Modeling, Group Presentations, Oasys, OMGEO, P&L responsibility, Pivot Tables, PowerPoint, Public Speaking, Regulatory Reporting, Thompson One, Word, Writing Skills, Microsoft Word, Microsoft Excel, Equities, Process Improvement, Mutual Funds, Access, Financial Analysis, Financial Risk
Education
University of Florida 2011 — 2012
Master of Business Administration (MBA), Finance, Security Analysis, 3.8
University of Kansas 1996 — 1999
Bachelor, Economics
JM Family Enterprises September 2012 - Present
CRL Management, LLC March 2009 - March 2011
Lehman Brothers March 2004 - October 2008
Harris Associates November 2002 - February 2004
Harris Associates, LP June 2001 - November 2002
William Blair and Company January 2000 - June 2001
Skills
Account Reconciliation, Bloomberg, DTC, Excel, Financial Modeling, Group Presentations, Oasys, OMGEO, P&L responsibility, Pivot Tables, PowerPoint, Public Speaking, Regulatory Reporting, Thompson One, Word, Writing Skills, Microsoft Word, Microsoft Excel, Equities, Process Improvement, Mutual Funds, Access, Financial Analysis, Financial Risk
Education
University of Florida 2011 — 2012
Master of Business Administration (MBA), Finance, Security Analysis, 3.8
University of Kansas 1996 — 1999
Bachelor, Economics
Nick DePasquale's Harris Associates Experience June 2010 - Present
Job Sr Applications Developer at Harris Associates
Industry Computer Software
Experience
Harris Associates June 2010 - Present
NickDev, Ltd. August 2009 - Present
MJD Engineering August 1988 - August 2009
Man Investments March 2008 - July 2009
Man Investments March 2007 - March 2008
CBOE March 1995 - March 2007
CBOE March 2002 - November 2003
CBOE March 1999 - March 2003
CBOE March 1998 - March 1999
CBOE March 1997 - March 1998
Skills
Subversion, NUnit, Swing, Multithreading, N-tier, Agile, C#, MVC, JUnit, Scrum, Java, OOP, Visual Studio, JavaScript, Spring, Software Development, SQL, Databases, WCF, SOA, TDD, WinForms, Architecture, .NET, LINQ, Refactoring, Design Patterns, Object Oriented Design, ASP.NET, HTML, NHibernate, NMock, ActiveMQ, WPF, MySQL, Apache, SQL Server, Eclipse, XML, Web Services, UML, Continuous Integration, Unit Testing, CruiseControl, ASP, Web Development, ClearCase, CSS, Agile Methodologies, Test Driven Development
Education
University of Illinois at Chicago 1987 — 1991
BS, Electrical Engineering & Computer Science
Fenwick 1983 — 1987
St Priscilla 1979 — 1983
Harris Associates June 2010 - Present
NickDev, Ltd. August 2009 - Present
MJD Engineering August 1988 - August 2009
Man Investments March 2008 - July 2009
Man Investments March 2007 - March 2008
CBOE March 1995 - March 2007
CBOE March 2002 - November 2003
CBOE March 1999 - March 2003
CBOE March 1998 - March 1999
CBOE March 1997 - March 1998
Skills
Subversion, NUnit, Swing, Multithreading, N-tier, Agile, C#, MVC, JUnit, Scrum, Java, OOP, Visual Studio, JavaScript, Spring, Software Development, SQL, Databases, WCF, SOA, TDD, WinForms, Architecture, .NET, LINQ, Refactoring, Design Patterns, Object Oriented Design, ASP.NET, HTML, NHibernate, NMock, ActiveMQ, WPF, MySQL, Apache, SQL Server, Eclipse, XML, Web Services, UML, Continuous Integration, Unit Testing, CruiseControl, ASP, Web Development, ClearCase, CSS, Agile Methodologies, Test Driven Development
Education
University of Illinois at Chicago 1987 — 1991
BS, Electrical Engineering & Computer Science
Fenwick 1983 — 1987
St Priscilla 1979 — 1983
Dimitry Neyzelman's Harris Associates Experience April 1998 - July 2001
Job Project Manager at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services September 2015 - Present
Utilities Inc. April 2014 - September 2015
Real Estate LLC March 2004 - September 2014
Utilities Inc. May 2013 - April 2014
Utilities, Inc. October 2005 - May 2013
Virchow Krause December 2004 - September 2005
Russell Novak & Company January 2003 - November 2004
Deloitte & Touche July 2001 - November 2002
Harris Associates April 1998 - July 2001
Bank One 1994 - 1999
Skills
Financial Modeling, Accounting, Financial Reporting, Financial Analysis, Due Diligence, Cost Accounting, Internal Controls, Budgets, Auditing, Account Reconciliation, Sarbanes-Oxley Act, Variance Analysis, Financial Accounting, Fixed Assets, Strategic Financial..., Internal Audit, Tax, General Ledger, Forecasting, Financial Planning
Education
University of Illinois at Chicago 1994 — 1999
Bachelor of Science (BS), Finance
Niles North HS
Discover Financial Services September 2015 - Present
Utilities Inc. April 2014 - September 2015
Real Estate LLC March 2004 - September 2014
Utilities Inc. May 2013 - April 2014
Utilities, Inc. October 2005 - May 2013
Virchow Krause December 2004 - September 2005
Russell Novak & Company January 2003 - November 2004
Deloitte & Touche July 2001 - November 2002
Harris Associates April 1998 - July 2001
Bank One 1994 - 1999
Skills
Financial Modeling, Accounting, Financial Reporting, Financial Analysis, Due Diligence, Cost Accounting, Internal Controls, Budgets, Auditing, Account Reconciliation, Sarbanes-Oxley Act, Variance Analysis, Financial Accounting, Fixed Assets, Strategic Financial..., Internal Audit, Tax, General Ledger, Forecasting, Financial Planning
Education
University of Illinois at Chicago 1994 — 1999
Bachelor of Science (BS), Finance
Niles North HS
Gina Gondeck's Harris Associates Experience August 2002 - July 2003
Job Stay at Home Mom
Industry Primary/Secondary Education
Experience
N/A May 2010 - Present
Harris Associates L.P. August 2004 - August 2009
AEON Corporation July 2003 - August 2004
Harris Associates August 2002 - July 2003
Calamos Investments September 2001 - August 2002
Education
National Louis University 2008 — 2012
Master of Arts (MA), Elementary Education and Teaching
University of Illinois at Urbana-Champaign 1997 — 2001
N/A May 2010 - Present
Harris Associates L.P. August 2004 - August 2009
AEON Corporation July 2003 - August 2004
Harris Associates August 2002 - July 2003
Calamos Investments September 2001 - August 2002
Education
National Louis University 2008 — 2012
Master of Arts (MA), Elementary Education and Teaching
University of Illinois at Urbana-Champaign 1997 — 2001
Amy Lynn Richardson, CFP®'s Harris Associates Experience November 2011 - 2012
Job Client Relationship Manager at Brown & Tedstrom, Inc.
Industry Financial Services
Experience
Brown & Tedstrom, Inc. September 2012 - Present
Harris Associates November 2011 - 2012
UBS February 2009 - November 2011
Lehman Brothers Holdings Inc. February 2008 - February 2009
Skills
Series 7, Series 66, Series 9, Series 10, Life & Health Insurance..., Financial Advisory, FINRA, Uniform Combined State..., Series 63, Mutual Funds, Portfolio Management
Education
University of Denver 2002 — 2006
BSBA, Real Estate/Finance
University of Denver - Daniels College of Business 2002 — 2006
Brown & Tedstrom, Inc. September 2012 - Present
Harris Associates November 2011 - 2012
UBS February 2009 - November 2011
Lehman Brothers Holdings Inc. February 2008 - February 2009
Skills
Series 7, Series 66, Series 9, Series 10, Life & Health Insurance..., Financial Advisory, FINRA, Uniform Combined State..., Series 63, Mutual Funds, Portfolio Management
Education
University of Denver 2002 — 2006
BSBA, Real Estate/Finance
University of Denver - Daniels College of Business 2002 — 2006
Casey Gillenwater's Harris Associates Experience May 2009 - August 2009
Job Database Developer at Morningstar
Industry Investment Management
Experience
Morningstar May 2013 - Present
Mesirow Financial January 2011 - May 2013
InView Investment Management, LLC November 2009 - January 2011
Harris Associates May 2009 - August 2009
William Blair and Company January 2007 - March 2009
SunGard April 2005 - November 2006
Applied Systems 2001 - 2005
Skills
.NET, SSRS, SSIS, C#, VB.NET, VBA, SQL Server 2000-2008, SharePoint, SDLC, ADO.NET, ETL, Business Intelligence, ASP.NET, HTML, Java, XML, Visual Basic, Microsoft SQL Server, SQL, T-SQL, Software Development, Software Design, Databases, Data Migration, Systems Analysis, Database Design, Visual Studio, Business Process, Crystal Reports, Sybase
Education
Purdue University 1996 — 2001
BS, Computer Information Systems and Technology
Homestead High School
Morningstar May 2013 - Present
Mesirow Financial January 2011 - May 2013
InView Investment Management, LLC November 2009 - January 2011
Harris Associates May 2009 - August 2009
William Blair and Company January 2007 - March 2009
SunGard April 2005 - November 2006
Applied Systems 2001 - 2005
Skills
.NET, SSRS, SSIS, C#, VB.NET, VBA, SQL Server 2000-2008, SharePoint, SDLC, ADO.NET, ETL, Business Intelligence, ASP.NET, HTML, Java, XML, Visual Basic, Microsoft SQL Server, SQL, T-SQL, Software Development, Software Design, Databases, Data Migration, Systems Analysis, Database Design, Visual Studio, Business Process, Crystal Reports, Sybase
Education
Purdue University 1996 — 2001
BS, Computer Information Systems and Technology
Homestead High School
Lauren Northrop's Harris Associates Experience December 2011 - June 2013
Job Manager, Marketing Operations at Harris Associates L.P.
Industry Investment Management
Experience
Harris Associates L.P. June 2013 - Present
Harris Associates December 2011 - June 2013
Harris Associates June 2010 - December 2011
Harris Associates December 2002 - June 2010
Harris Associates May 2001 - December 2002
Skills
Marketing, Marketing Communications, Investments, Client Relations Skills, Asset Management, Client Relations, Mutual Funds, Sales, Mutal Funds
Education
Stockton University 1995 — 1999
BS, Business Administration (Marketing)
Harris Associates L.P. June 2013 - Present
Harris Associates December 2011 - June 2013
Harris Associates June 2010 - December 2011
Harris Associates December 2002 - June 2010
Harris Associates May 2001 - December 2002
Skills
Marketing, Marketing Communications, Investments, Client Relations Skills, Asset Management, Client Relations, Mutual Funds, Sales, Mutal Funds
Education
Stockton University 1995 — 1999
BS, Business Administration (Marketing)
David Meehan's Harris Associates Experience March 2011 - November 2013
Job Investment Analyst at Klecker Capital Management
Industry Financial Services
Experience
Klecker Capital Management December 2014 - Present
Capstone LLC July 2014 - December 2014
Harris Associates March 2011 - November 2013
Winthrop Capital Management January 2009 - February 2011
Education
University of Missouri-Columbia 2005 — 2009
Bachelor's Degree, Bachelor of Science, Business Administration; Finance Emphasis, cum laude
Klecker Capital Management December 2014 - Present
Capstone LLC July 2014 - December 2014
Harris Associates March 2011 - November 2013
Winthrop Capital Management January 2009 - February 2011
Education
University of Missouri-Columbia 2005 — 2009
Bachelor's Degree, Bachelor of Science, Business Administration; Finance Emphasis, cum laude
Allison McDowell's Harris Associates Experience June 2000 - May 2005
Job Chief Compliance Officer
Industry Financial Services
Experience
Walton Street Capital March 2011 - Present
McDowell Consulting, Ltd. January 2009 - February 2011
Delaware Street Capital May 2005 - December 2008
Harris Associates June 2000 - May 2005
Education
University of Iowa 1993 — 1997
BS
Walton Street Capital March 2011 - Present
McDowell Consulting, Ltd. January 2009 - February 2011
Delaware Street Capital May 2005 - December 2008
Harris Associates June 2000 - May 2005
Education
University of Iowa 1993 — 1997
BS
Dale Harris's Harris Associates Experience May 1987 - November 1997
Job Supervisor at City of San Jose
Industry Public Safety
Experience
City of San Jose June 1990 - Present
Harris Associates May 1987 - November 1997
City of Los Altos August 1985 - May 1990
County of Santa Clara November 1981 - August 1985
Skills
Public Safety, Enforcement, Police, Patrol, Criminal Investigations, Emergency Management, Homeland Security, Firearms, First Responder, Criminal Justice, Private Investigations, Emergency Services
Education
San Jose City College
West Valley College
AA, Administration of Justice
City of San Jose June 1990 - Present
Harris Associates May 1987 - November 1997
City of Los Altos August 1985 - May 1990
County of Santa Clara November 1981 - August 1985
Skills
Public Safety, Enforcement, Police, Patrol, Criminal Investigations, Emergency Management, Homeland Security, Firearms, First Responder, Criminal Justice, Private Investigations, Emergency Services
Education
San Jose City College
West Valley College
AA, Administration of Justice
Kate M Jones's Harris Associates Experience September 1993 - August 1996
Job Director, Revenue Operations at SNL Financial
Industry Information Services
Experience
SNL Financial May 2007 - Present
SNL Financial May 2007 - March 2011
LexisNexis 1999 - 2007
Harris Associates September 1993 - August 1996
Skills
Strategic Planning, Analysis, Strategy, Business Analysis, Cross-functional Team..., Financial Planning, Leadership, Business Strategy, Product Management, Process Improvement
Education
Wake Forest University School of Business 1996 — 1998
MBA, General Mgmt/Service Operations
St. Norbert College 1990 — 1993
BBA, Business Administration
Saint Mary's College of California 1989 — 1990
Business Administration
SNL Financial May 2007 - Present
SNL Financial May 2007 - March 2011
LexisNexis 1999 - 2007
Harris Associates September 1993 - August 1996
Skills
Strategic Planning, Analysis, Strategy, Business Analysis, Cross-functional Team..., Financial Planning, Leadership, Business Strategy, Product Management, Process Improvement
Education
Wake Forest University School of Business 1996 — 1998
MBA, General Mgmt/Service Operations
St. Norbert College 1990 — 1993
BBA, Business Administration
Saint Mary's College of California 1989 — 1990
Business Administration
Nick Vitale's Harris Associates Experience June 1991 - June 1995
Job Consultant at RBC Capital Markets
Industry Management Consulting
Experience
RBC Capital Markets May 2014 - Present
Wells Fargo Securities December 2012 - April 2014
UBS Wealth Management August 2012 - November 2012
RBC Capital Markets February 2003 - July 2012
ADP January 2001 - February 2003
RBC Dominion Securities February 1996 - December 2000
RBC Dominion Securities June 1995 - January 1996
Harris Associates June 1991 - June 1995
NatWest Securities Corp May 1986 - May 1991
ADP May 1978 - May 1986
Skills
Change Management, Process Improvement, Strategic Planning, Program Management, Project Management, Business Strategy, Team Building, Risk Management, Integration, Leadership, Requirements Analysis, Management, Vendor Management, Visio, Negotiation, Software Project..., Team Leadership, Requirements Gathering, Analysis, IT Strategy, SDLC, Strategy, CRM, Financial Analysis, Project Planning, Business Development, Mergers & Acquisitions, Outsourcing, Portfolio Management, Operations Management, Business Intelligence, Equities
Education
St. Francis College 1972 — 1976
BA , AAS, Economics, Computer Science
Xaverian HS 1968 — 1972
RBC Capital Markets May 2014 - Present
Wells Fargo Securities December 2012 - April 2014
UBS Wealth Management August 2012 - November 2012
RBC Capital Markets February 2003 - July 2012
ADP January 2001 - February 2003
RBC Dominion Securities February 1996 - December 2000
RBC Dominion Securities June 1995 - January 1996
Harris Associates June 1991 - June 1995
NatWest Securities Corp May 1986 - May 1991
ADP May 1978 - May 1986
Skills
Change Management, Process Improvement, Strategic Planning, Program Management, Project Management, Business Strategy, Team Building, Risk Management, Integration, Leadership, Requirements Analysis, Management, Vendor Management, Visio, Negotiation, Software Project..., Team Leadership, Requirements Gathering, Analysis, IT Strategy, SDLC, Strategy, CRM, Financial Analysis, Project Planning, Business Development, Mergers & Acquisitions, Outsourcing, Portfolio Management, Operations Management, Business Intelligence, Equities
Education
St. Francis College 1972 — 1976
BA , AAS, Economics, Computer Science
Xaverian HS 1968 — 1972
Alyson Workman's Harris Associates Experience April 2014 - April 2015
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2015 - Present
Harris Associates April 2014 - April 2015
Deutsche Bank November 2012 - April 2014
Fidelity Investments June 2010 - November 2012
PNC Bank June 2008 - June 2010
General Electric Aviation May 2007 - August 2007
Skills
Series 63, Series 7, Banking, Wealth Management, Mutual Funds, Securities, Investments, Equities, Financial Services, Bloomberg, Finance, Valuation, Retail Banking, Trading
Education
University of Kentucky 2004 — 2008
BBA, Management & Marketing
Goldman Sachs May 2015 - Present
Harris Associates April 2014 - April 2015
Deutsche Bank November 2012 - April 2014
Fidelity Investments June 2010 - November 2012
PNC Bank June 2008 - June 2010
General Electric Aviation May 2007 - August 2007
Skills
Series 63, Series 7, Banking, Wealth Management, Mutual Funds, Securities, Investments, Equities, Financial Services, Bloomberg, Finance, Valuation, Retail Banking, Trading
Education
University of Kentucky 2004 — 2008
BBA, Management & Marketing
Jessi Swaim's Harris Associates Experience November 2013 - Present
Job Portfolio Associate at Harris Associates
Industry Financial Services
Experience
Harris Associates November 2013 - Present
J.P. Morgan September 2011 - November 2013
Morgan Stanley Smith Barney June 2010 - September 2011
Morgan Stanley Smith Barney August 2009 - August 2010
Morgan Stanley Smith Barney July 2007 - August 2009
Skills
Series 66, Series 7, 401k Rollovers, Municipal Bonds, ETFs, IRAs, Bonds, Hedge Funds, Options, Thompson One, Uniform Combined State...
Education
University of South Carolina-Columbia 2003 — 2007
Bachelor of Arts (BA), Psychology, Religious Studies
Ames High 1999 — 2003
Harris Associates November 2013 - Present
J.P. Morgan September 2011 - November 2013
Morgan Stanley Smith Barney June 2010 - September 2011
Morgan Stanley Smith Barney August 2009 - August 2010
Morgan Stanley Smith Barney July 2007 - August 2009
Skills
Series 66, Series 7, 401k Rollovers, Municipal Bonds, ETFs, IRAs, Bonds, Hedge Funds, Options, Thompson One, Uniform Combined State...
Education
University of South Carolina-Columbia 2003 — 2007
Bachelor of Arts (BA), Psychology, Religious Studies
Ames High 1999 — 2003
Maria Gibbons's Harris Associates Experience January 2006 - Present
Job Manager Account Services at Harris Associates
Industry Investment Management
Experience
Harris Associates January 2006 - Present
Mesirow Financial January 1998 - December 2006
Burke Christensen & Lewis January 1989 - January 1998
Skills
Equities, Trading, Investment Management
Education
University of Illinois at Chicago 1988 — 1990
Business Administration and Management, General
Harris Associates January 2006 - Present
Mesirow Financial January 1998 - December 2006
Burke Christensen & Lewis January 1989 - January 1998
Skills
Equities, Trading, Investment Management
Education
University of Illinois at Chicago 1988 — 1990
Business Administration and Management, General
John Sitarz, CPA's Harris Associates Experience June 2015 - Present
Job Associate at Harris Associates
Industry Investment Management
Experience
Harris Associates June 2015 - Present
Harris Associates November 2013 - May 2015
Deloitte September 2012 - September 2013
Investment Management Associates May 2012 - September 2012
University of Denver June 2012 - August 2012
Mount Yale Capital Group June 2011 - December 2011
MainLine West LLC 2010 - 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Finance, Bloomberg, Financial Accounting, Auditing, Microsoft Excel, Asset Managment, Portfolio Management, Capital IQ, Accounting, FactSet, Investments, Equities, Equity Research, Bloomberg Terminal, Financial Reporting, Market Research, Research
Education
University of Denver - Daniels College of Business 2008 — 2012
BS, Accounting, Cum Laude
University of Denver - Daniels College of Business 2008 — 2012
Bachelor of Science in Business Administration (BBA), Finance, Cum Laude
Universitat Pompeu Fabra 2010 — 2010
Harris Associates June 2015 - Present
Harris Associates November 2013 - May 2015
Deloitte September 2012 - September 2013
Investment Management Associates May 2012 - September 2012
University of Denver June 2012 - August 2012
Mount Yale Capital Group June 2011 - December 2011
MainLine West LLC 2010 - 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Finance, Bloomberg, Financial Accounting, Auditing, Microsoft Excel, Asset Managment, Portfolio Management, Capital IQ, Accounting, FactSet, Investments, Equities, Equity Research, Bloomberg Terminal, Financial Reporting, Market Research, Research
Education
University of Denver - Daniels College of Business 2008 — 2012
BS, Accounting, Cum Laude
University of Denver - Daniels College of Business 2008 — 2012
Bachelor of Science in Business Administration (BBA), Finance, Cum Laude
Universitat Pompeu Fabra 2010 — 2010
Jasmine Gilliam's Harris Associates Experience May 2014 - June 2014
Job Content Associate at Orbitz Worldwide
Industry Accounting
Experience
Orbitz Worldwide March 2015 - Present
Groupon June 2014 - March 2015
Smart Resources September 2013 - March 2015
Harris Associates May 2014 - June 2014
Tickled Pink Boutique & Gift January 2013 - July 2013
Southern Illinois University August 2009 - June 2013
Skills
Leadership Development, Resume Writing, Instructional Design, Community Outreach, Public Speaking, Research, Career Development, Staff Development, Training, Organizational..., Event Planning, Conflict Resolution, Microsoft Office, Psychotherapy, Grant Writing
Education
Southern Illinois University, Carbondale 2007 — 2012
Bachelor of Arts (B.A.), Accounting
Orbitz Worldwide March 2015 - Present
Groupon June 2014 - March 2015
Smart Resources September 2013 - March 2015
Harris Associates May 2014 - June 2014
Tickled Pink Boutique & Gift January 2013 - July 2013
Southern Illinois University August 2009 - June 2013
Skills
Leadership Development, Resume Writing, Instructional Design, Community Outreach, Public Speaking, Research, Career Development, Staff Development, Training, Organizational..., Event Planning, Conflict Resolution, Microsoft Office, Psychotherapy, Grant Writing
Education
Southern Illinois University, Carbondale 2007 — 2012
Bachelor of Arts (B.A.), Accounting
Annie (Meyer) Oneal's Harris Associates Experience June 2011 - Present
Job Trade Coordinator at Harris Associates
Industry Investment Management
Experience
Harris Associates June 2011 - Present
Loomis, Sayles & Company June 2007 - May 2011
Loomis Sayles and Company May 2007 - May 2008
Education
Providence College 2001 — 2005
BA, Economics
Harris Associates June 2011 - Present
Loomis, Sayles & Company June 2007 - May 2011
Loomis Sayles and Company May 2007 - May 2008
Education
Providence College 2001 — 2005
BA, Economics
Kurt Funderburg's Harris Associates Experience September 2000 - September 2013
Job Experienced Equity Analyst
Industry Investment Management
Experience
Harris Associates September 2000 - September 2013
Ferris Baker Watts Inc September 1993 - September 2000
Mercantile Safe Deposit & Trust August 1992 - September 1993
Skills
Equities, Equity Research, Asset Management, Portfolio Management, Investments, Mutual Funds, Fixed Income, Investment Management, Securities, Financial Modeling
Education
Penn State University 1990 — 1992
Master of Business Administration (M.B.A.), Finance & Investing
West Virginia University 1984 — 1987
Bachelor's Degree, Finance, General
Harris Associates September 2000 - September 2013
Ferris Baker Watts Inc September 1993 - September 2000
Mercantile Safe Deposit & Trust August 1992 - September 1993
Skills
Equities, Equity Research, Asset Management, Portfolio Management, Investments, Mutual Funds, Fixed Income, Investment Management, Securities, Financial Modeling
Education
Penn State University 1990 — 1992
Master of Business Administration (M.B.A.), Finance & Investing
West Virginia University 1984 — 1987
Bachelor's Degree, Finance, General
Max Hunt's Harris Associates Experience April 2013 - December 2013
Job Research Analyst
Industry Investment Management
Experience
Ghesquiere Park Capital June 2015 - Present
Millennium Management June 2015 - Present
Sonica Capital May 2014 - March 2015
Harris Associates April 2013 - December 2013
Ruane, Cunniff & Goldfarb May 2012 - August 2012
Skills
Value Investing, Long/Short Equity, Investment Research
Education
University of Pennsylvania - The Wharton School 2009 — 2012
Ghesquiere Park Capital June 2015 - Present
Millennium Management June 2015 - Present
Sonica Capital May 2014 - March 2015
Harris Associates April 2013 - December 2013
Ruane, Cunniff & Goldfarb May 2012 - August 2012
Skills
Value Investing, Long/Short Equity, Investment Research
Education
University of Pennsylvania - The Wharton School 2009 — 2012
Trina Valliere, CPA's Harris Associates Experience April 2015 - Present
Job Manager of Intermediary Services at Harris Associates
Industry Financial Services
Experience
Harris Associates April 2015 - Present
Edward Jones October 2009 - April 2015
PwC August 2007 - October 2009
Education
University of Illinois at Urbana-Champaign 2005 — 2006
Bachelor of Science (B.S.), Accountancy
Syracuse University - Martin J. Whitman School of Management 2003 — 2004
Harris Associates April 2015 - Present
Edward Jones October 2009 - April 2015
PwC August 2007 - October 2009
Education
University of Illinois at Urbana-Champaign 2005 — 2006
Bachelor of Science (B.S.), Accountancy
Syracuse University - Martin J. Whitman School of Management 2003 — 2004
Mona Azar's Harris Associates Experience 1979 - 2005
Job Investment Management Professional
Industry Investment Management
Experience
Harris Associates 1979 - 2005
Education
Purdue University 1955 — 1959
Clinical Psychology
Harris Associates 1979 - 2005
Education
Purdue University 1955 — 1959
Clinical Psychology
Jana Hicks's Harris Associates Experience 1997 - 2000
Job Accountant at Litzler, Segner, Shaw & Mckenney, LLP
Industry Accounting
Experience
Litzler, Segner, Shaw & Mckenney, LLP April 2000 - Present
O'Gara Bissell Photography 1999 - 2000
Harris Associates 1997 - 2000
Chrome Specialities 1992 - 1996
Skills
Accounting, Forensic Accounting, General Ledger, Account Reconciliation, Customer Service, Accruals, Budgets, Strategic Planning, Management, Finance, Financial Accounting, Business Analysis, New Business Development, Construction, Business Development, Entrepreneurship, Financial Reporting, Human Resources, Inventory Management, Continuous Improvement, Team Leadership, Litigation, Legal Research, Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, Training, Team Management, Visio, Sales
Education
Southern Methodist University 2002 — 2004
Post Bac working on Masters, Accounting and Business/Management
The University of Texas at Arlington 1988 — 1992
Bachelor of Science (BS), Economics
Litzler, Segner, Shaw & Mckenney, LLP April 2000 - Present
O'Gara Bissell Photography 1999 - 2000
Harris Associates 1997 - 2000
Chrome Specialities 1992 - 1996
Skills
Accounting, Forensic Accounting, General Ledger, Account Reconciliation, Customer Service, Accruals, Budgets, Strategic Planning, Management, Finance, Financial Accounting, Business Analysis, New Business Development, Construction, Business Development, Entrepreneurship, Financial Reporting, Human Resources, Inventory Management, Continuous Improvement, Team Leadership, Litigation, Legal Research, Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, Training, Team Management, Visio, Sales
Education
Southern Methodist University 2002 — 2004
Post Bac working on Masters, Accounting and Business/Management
The University of Texas at Arlington 1988 — 1992
Bachelor of Science (BS), Economics
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group