Index Funds Advisors, Inc.
Industry: Investment management company
DescriptionIndex Fund Advisors is a registered investment advisor headquartered in Irvine, California, with representatives in several locations across the United States. Headquarters: Irvine, CA Founded: March 5, 1999 Key person: Mark T. Hebner
Index Funds Advisors, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Index Funds Advisors, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Index Funds Advisors, Inc. Employees
Employee
Years
Job
Industry
Niko DeCesare Niko DeCesare's Index Funds Advisors, Inc. Experience May 2011 - June 2012
Job Account Executive at MBC Strategic
Industry Financial Services
Experience
MBC Strategic September 2015 - Present
World Eye Reports July 2014 - November 2014
World Eye Reports June 2013 - July 2014
Valuation & Information Group February 2013 - June 2013
MAP Alternative Asset Management Company, LLC September 2012 - January 2013
Index Funds Advisors, Inc. May 2011 - June 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Economics, Access, Investments, Microsoft Word, PowerPoint, Sales, Market Research, Social Networking
Education
UC Irvine 2008 — 2012
Bachelor of Science (BS), Business/Managerial Economics
MBC Strategic September 2015 - Present
World Eye Reports July 2014 - November 2014
World Eye Reports June 2013 - July 2014
Valuation & Information Group February 2013 - June 2013
MAP Alternative Asset Management Company, LLC September 2012 - January 2013
Index Funds Advisors, Inc. May 2011 - June 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Economics, Access, Investments, Microsoft Word, PowerPoint, Sales, Market Research, Social Networking
Education
UC Irvine 2008 — 2012
Bachelor of Science (BS), Business/Managerial Economics
Roberta Lazarz Roberta Lazarz's Index Funds Advisors, Inc. Experience January 2012 - August 2012
Job Financial Planning Educator at Mercer Advisors, CFP®
Industry Financial Services
Experience
Mercer Advisors, one of the largest RIAs and financial planning firms in the U.S January 2013 - Present
Index Funds Advisors, Inc. January 2012 - August 2012
The Jewish Federations of North America January 2006 - December 2011
CUNA Mutual Group, the worldwide provider of financial services to credit unions and their members June 1986 - December 2005
Meriter Hospital May 1984 - May 1986
Skills
Financial planning, Advisor training, Advisor case support, Retirement Planning, Wealth Management, Social Security planning, Investments, Medicare planning, Charitable Gift Planning, Financial Resource..., Fundraising, Nonprofits, Public Speaking, Volunteer Management, Insurance
Education
College for Financial Planning 1994 — 1996
Certified Financial Planner License, Financial Planning
University of Wisconsin-Madison
MBA, Business & Marketing
University of Wisconsin-Madison
MSW, Social Work
University of Wisconsin-Madison
BA, Social Work
Mercer Advisors, one of the largest RIAs and financial planning firms in the U.S January 2013 - Present
Index Funds Advisors, Inc. January 2012 - August 2012
The Jewish Federations of North America January 2006 - December 2011
CUNA Mutual Group, the worldwide provider of financial services to credit unions and their members June 1986 - December 2005
Meriter Hospital May 1984 - May 1986
Skills
Financial planning, Advisor training, Advisor case support, Retirement Planning, Wealth Management, Social Security planning, Investments, Medicare planning, Charitable Gift Planning, Financial Resource..., Fundraising, Nonprofits, Public Speaking, Volunteer Management, Insurance
Education
College for Financial Planning 1994 — 1996
Certified Financial Planner License, Financial Planning
University of Wisconsin-Madison
MBA, Business & Marketing
University of Wisconsin-Madison
MSW, Social Work
University of Wisconsin-Madison
BA, Social Work
Jeff Broadhurst, CFA, CFP Jeff Broadhurst, CFA, CFP's Index Funds Advisors, Inc. Experience 2003 - Present
Job Advisor to affluent families and business owners; FounderBroadhurst Financial Advisors; Father, skier and friend
Industry Financial Services
Experience
Broadhurst Financial Advisors, Inc. 2003 - Present
Index Funds Advisors, Inc. 2003 - Present
Standard & Poor's (S&P) January 2002 - January 2003
Dresdner Kleinwort Wasserstein May 1999 - April 2002
Specialty Minerals April 1995 - May 1999
Skills
Asset, Institutional, Portfolio Management, Financial Advisory, Comprehensive Wealth..., Investments, Asset Management, Wealth Management, Investment Advisory, Investment Strategies, Asset Allocation, Bonds, Wealth, High Net Worth..., Retirement Solutions, Risk Management, Fixed Income, Portfolios, Superannuation, Corporate Governance
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 1999
MBA
Queen's University 1987 — 1993
BSc
IHS 1982 — 1986
Broadhurst Financial Advisors, Inc. 2003 - Present
Index Funds Advisors, Inc. 2003 - Present
Standard & Poor's (S&P) January 2002 - January 2003
Dresdner Kleinwort Wasserstein May 1999 - April 2002
Specialty Minerals April 1995 - May 1999
Skills
Asset, Institutional, Portfolio Management, Financial Advisory, Comprehensive Wealth..., Investments, Asset Management, Wealth Management, Investment Advisory, Investment Strategies, Asset Allocation, Bonds, Wealth, High Net Worth..., Retirement Solutions, Risk Management, Fixed Income, Portfolios, Superannuation, Corporate Governance
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 1999
MBA
Queen's University 1987 — 1993
BSc
IHS 1982 — 1986
Thomas Bang's Index Funds Advisors, Inc. Experience October 2003 - May 2005
Job Technology Entrepreneur
Industry Information Technology and Services
Experience
Sherlock Nation September 2012 - Present
Master Developer December 2011 - Present
Koi Interactive March 2009 - December 2011
Technology Brokers Assocation July 2008 - March 2009
KaplanMD 2008 - 2009
Director of Business Development May 2005 - May 2008
Index Funds Advisors, Inc. October 2003 - May 2005
Click2Asia May 2002 - November 2002
Skills
E-commerce, CRM, Strategy, Web Development, Business Development, Marketing, Databases, Advertising, Business Strategy, Salesforce.com, Management, Microsoft Office, Google Analytics, Microsoft Excel, SEO
Education
California State University-Long Beach - College of Business Administration 1997 — 2007
Business Administration, Business Administration, Database Applications
Cerritos College 1998 — 1998
Sherlock Nation September 2012 - Present
Master Developer December 2011 - Present
Koi Interactive March 2009 - December 2011
Technology Brokers Assocation July 2008 - March 2009
KaplanMD 2008 - 2009
Director of Business Development May 2005 - May 2008
Index Funds Advisors, Inc. October 2003 - May 2005
Click2Asia May 2002 - November 2002
Skills
E-commerce, CRM, Strategy, Web Development, Business Development, Marketing, Databases, Advertising, Business Strategy, Salesforce.com, Management, Microsoft Office, Google Analytics, Microsoft Excel, SEO
Education
California State University-Long Beach - College of Business Administration 1997 — 2007
Business Administration, Business Administration, Database Applications
Cerritos College 1998 — 1998
Roger J. Trinwith, CFA's Index Funds Advisors, Inc. Experience February 2008 - August 2013
Job Senior Wealth Strategy Associate
Industry Financial Services
Experience
UBS September 2013 - Present
Index Funds Advisors, Inc. February 2008 - August 2013
Education
California State University-Fullerton
BA, Business Administration- Finance
UBS September 2013 - Present
Index Funds Advisors, Inc. February 2008 - August 2013
Education
California State University-Fullerton
BA, Business Administration- Finance
Brandon McKee Brandon McKee's Index Funds Advisors, Inc. Experience June 2010 - August 2010
Job Special Projects & System Administrator at U.S. House of Representatives
Industry Government Administration
Experience
U.S. House of Representatives August 2014 - Present
U.S. House of Representatives March 2014 - August 2014
Essette, Inc. February 2013 - December 2013
Starbucks June 2012 - October 2013
Principia College Writing Center March 2009 - May 2012
The Christian Science Monitor June 2011 - August 2011
Index Funds Advisors, Inc. June 2010 - August 2010
Frohnmayer, Deatherage LLC Law 2007 - 2008
Skills
Leadership, Editing, Research, Public Speaking, Marketing, Tutoring, Event Planning, Microsoft Office, Social Media, Customer Service, Project Management, Proofreading, Teaching, Microsoft Excel, Management, Photoshop, Teamwork, Creative Writing, PowerPoint, Social Networking, Social Media Marketing, Copy Editing, Public Relations, Sales, Adobe Creative Suite, SPSS, InDesign, Blogging, Time Management, Data Entry, Nonprofits, Fundraising, Facebook, Photography, Event Management, Microsoft Word, Adobe InDesign &..., IBM SPSS, Financial Analysis, Financial Reporting, Financial Modeling, Prezi, Strategy, Market Research, Marketing Strategy, Data Analysis, Analysis
Education
Principia College 2008 — 2012
Bachelor's Degree, Business Administration and Management, General
Principia College 2008 — 2012
Bachelor's Degree, Political Science, Focus on International Relations
Beijing Institute of Technology, China
Study Abroad Program
Kazakhstan Institute of Management, Economics and Strategic Research
Study Abroad Program
France Langue, Nice, France
Study Abroad, French Language and Literature
South Medford High School 2004 — 2008
High School, graduated summa cum laude
U.S. House of Representatives August 2014 - Present
U.S. House of Representatives March 2014 - August 2014
Essette, Inc. February 2013 - December 2013
Starbucks June 2012 - October 2013
Principia College Writing Center March 2009 - May 2012
The Christian Science Monitor June 2011 - August 2011
Index Funds Advisors, Inc. June 2010 - August 2010
Frohnmayer, Deatherage LLC Law 2007 - 2008
Skills
Leadership, Editing, Research, Public Speaking, Marketing, Tutoring, Event Planning, Microsoft Office, Social Media, Customer Service, Project Management, Proofreading, Teaching, Microsoft Excel, Management, Photoshop, Teamwork, Creative Writing, PowerPoint, Social Networking, Social Media Marketing, Copy Editing, Public Relations, Sales, Adobe Creative Suite, SPSS, InDesign, Blogging, Time Management, Data Entry, Nonprofits, Fundraising, Facebook, Photography, Event Management, Microsoft Word, Adobe InDesign &..., IBM SPSS, Financial Analysis, Financial Reporting, Financial Modeling, Prezi, Strategy, Market Research, Marketing Strategy, Data Analysis, Analysis
Education
Principia College 2008 — 2012
Bachelor's Degree, Business Administration and Management, General
Principia College 2008 — 2012
Bachelor's Degree, Political Science, Focus on International Relations
Beijing Institute of Technology, China
Study Abroad Program
Kazakhstan Institute of Management, Economics and Strategic Research
Study Abroad Program
France Langue, Nice, France
Study Abroad, French Language and Literature
South Medford High School 2004 — 2008
High School, graduated summa cum laude
Matt Krietzberg Matt Krietzberg's Index Funds Advisors, Inc. Experience June 2007 - August 2007
Job Economist at Compass Lexecon
Industry Management Consulting
Experience
Compass Lexecon August 2008 - Present
Index Funds Advisors, Inc. June 2007 - August 2007
Skills
Quantitative Analysis, Economics, Investments, Statistics, SAS, Excel, Financial Analysis, Qualitative Research, Forecasting, Econometrics, Stata, Financial Modeling
Education
University of California, Berkeley 2004 — 2008
B.A., Economics and Biochemistry (double major)
Compass Lexecon August 2008 - Present
Index Funds Advisors, Inc. June 2007 - August 2007
Skills
Quantitative Analysis, Economics, Investments, Statistics, SAS, Excel, Financial Analysis, Qualitative Research, Forecasting, Econometrics, Stata, Financial Modeling
Education
University of California, Berkeley 2004 — 2008
B.A., Economics and Biochemistry (double major)
Gordon Shuler's Index Funds Advisors, Inc. Experience June 2001 - Present
Job Vice President/Investment Advisor Representative at Index Funds Advisors, Inc.
Industry Investment Management
Experience
Index Funds Advisors, Inc. June 2001 - Present
Education
California State University-Long Beach - College of Business Administration 1964 — 1969
BS-Production Management, Operations Research
Index Funds Advisors, Inc. June 2001 - Present
Education
California State University-Long Beach - College of Business Administration 1964 — 1969
BS-Production Management, Operations Research
Ara Demirjian's Index Funds Advisors, Inc. Experience June 2006 - June 2009
Job Analyst at Compass Lexecon
Industry Financial Services
Experience
Compass Lexecon March 2012 - Present
Trust Company of the West June 2010 - August 2010
Index Funds Advisors, Inc. June 2006 - June 2009
Skills
Valuation, Econometrics, Investments, Equities, Financial Modeling, Financial Analysis, Portfolio Management, Analysis, Economics, Microsoft Excel, Corporate Finance, Management, Mutual Funds, Finance
Education
Claremont McKenna College 2010 — 2011
Master's, Finance
University of California, Irvine 2006 — 2010
Bachelor's, Business Economics
The London School of Economics and Political Science (LSE) 2009 — 2009
Finance
Sage Hill School 2002 — 2006
Compass Lexecon March 2012 - Present
Trust Company of the West June 2010 - August 2010
Index Funds Advisors, Inc. June 2006 - June 2009
Skills
Valuation, Econometrics, Investments, Equities, Financial Modeling, Financial Analysis, Portfolio Management, Analysis, Economics, Microsoft Excel, Corporate Finance, Management, Mutual Funds, Finance
Education
Claremont McKenna College 2010 — 2011
Master's, Finance
University of California, Irvine 2006 — 2010
Bachelor's, Business Economics
The London School of Economics and Political Science (LSE) 2009 — 2009
Finance
Sage Hill School 2002 — 2006
Pierce Stemler's Index Funds Advisors, Inc. Experience 2011 - 2012
Job Student at DePauw University
Industry Commercial Real Estate
Experience
Tiarna Real Estate Services, Inc. January 2015 - June 2015
C.Brewer Co. January 2011 - 2012
Index Funds Advisors, Inc. 2011 - 2012
Prouts Neck Yacht Club July 2010 - August 2011
Skills
Economics, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Public Speaking, Access, Social Media, Research, Spanish, Salesforce.com, Data Analysis, Time Management
Education
DePauw University 2010 — 2014
Bachelor's Degree, Economics
Tiarna Real Estate Services, Inc. January 2015 - June 2015
C.Brewer Co. January 2011 - 2012
Index Funds Advisors, Inc. 2011 - 2012
Prouts Neck Yacht Club July 2010 - August 2011
Skills
Economics, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Public Speaking, Access, Social Media, Research, Spanish, Salesforce.com, Data Analysis, Time Management
Education
DePauw University 2010 — 2014
Bachelor's Degree, Economics
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