IndexUniverse, LLC
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IndexUniverse, LLC Employees
Employee
Years
Job
Industry
Adam Gebler, CIMA® Adam Gebler, CIMA®'s IndexUniverse, LLC Experience February 2012 - October 2012
Job Executive Director ETF Specialist at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2014 - Present
MyVest May 2013 - February 2014
Mosaic Research Management, LLC October 2012 - April 2013
IndexUniverse, LLC February 2012 - October 2012
BlackRock January 2010 - December 2011
Barclays Global Investors June 2008 - December 2009
Barclays Global Investors March 2006 - June 2008
Barclays Global Investors January 2003 - February 2006
Barclays Global Investors February 2000 - December 2002
Blackrock, Inc. January 1997 - December 1999
Skills
ETFs, Series 7, Mutual Funds, Investment Strategies, Fixed Income, Product Marketing, Public Speaking, Consulting, Due Diligence, Investments, Asset Allocation, Wealth Management, Asset Management, Capital Markets, Financial Services, Investment Management, Securities, Strategy, Management, Business Development, Analytics, Product Management, Alternative Investments
Education
Northwestern University 1990 — 1994
BA, Political Science & Business Institutions
J.P. Morgan Asset Management February 2014 - Present
MyVest May 2013 - February 2014
Mosaic Research Management, LLC October 2012 - April 2013
IndexUniverse, LLC February 2012 - October 2012
BlackRock January 2010 - December 2011
Barclays Global Investors June 2008 - December 2009
Barclays Global Investors March 2006 - June 2008
Barclays Global Investors January 2003 - February 2006
Barclays Global Investors February 2000 - December 2002
Blackrock, Inc. January 1997 - December 1999
Skills
ETFs, Series 7, Mutual Funds, Investment Strategies, Fixed Income, Product Marketing, Public Speaking, Consulting, Due Diligence, Investments, Asset Allocation, Wealth Management, Asset Management, Capital Markets, Financial Services, Investment Management, Securities, Strategy, Management, Business Development, Analytics, Product Management, Alternative Investments
Education
Northwestern University 1990 — 1994
BA, Political Science & Business Institutions
Carolyn Hill Barnette, CFA Carolyn Hill Barnette, CFA's IndexUniverse, LLC Experience September 2010 - March 2013
Job Portfolio Consultant at BlackRock
Industry Financial Services
Experience
BlackRock April 2015 - Present
BlackRock April 2014 - April 2015
BlackRock April 2013 - April 2014
IndexUniverse, LLC September 2010 - March 2013
NERA Economic Consulting July 2009 - August 2010
Skills
ETFs, Equities, Investments, Sales, Quantitative Analytics, Indexing, Financial Analysis, Economics, Microsoft Excel, Stata, Bloomberg, Econometrics, Data Analysis, Marketing Communications, Portfolio Management, Financial Modeling, Asset Management
Education
Claremont McKenna College 2005 — 2009
BA, Economics, Government
BlackRock April 2015 - Present
BlackRock April 2014 - April 2015
BlackRock April 2013 - April 2014
IndexUniverse, LLC September 2010 - March 2013
NERA Economic Consulting July 2009 - August 2010
Skills
ETFs, Equities, Investments, Sales, Quantitative Analytics, Indexing, Financial Analysis, Economics, Microsoft Excel, Stata, Bloomberg, Econometrics, Data Analysis, Marketing Communications, Portfolio Management, Financial Modeling, Asset Management
Education
Claremont McKenna College 2005 — 2009
BA, Economics, Government
Elisabeth Kashner, CFA Elisabeth Kashner, CFA's IndexUniverse, LLC Experience May 2010 - March 2013
Job Director of ETF Research at FactSet
Industry Investment Management
Experience
FactSet April 2015 - Present
ETF.com March 2013 - March 2015
IndexUniverse, LLC May 2010 - March 2013
Contango Capital Advisors June 2008 - June 2009
Headwaters Capital January 1997 - October 2002
Headwaters Capital September 1995 - December 1996
Skills
Portfolio Management, Investment Strategies, Due Diligence, Qualitative Research, ETFs, Investment Research, Quantitative Analysis
Education
University of San Francisco 2007 — 2008
Masters of Science, Financial Analysis
Brown University 1984 — 1989
BA, Ancient Studies
FactSet April 2015 - Present
ETF.com March 2013 - March 2015
IndexUniverse, LLC May 2010 - March 2013
Contango Capital Advisors June 2008 - June 2009
Headwaters Capital January 1997 - October 2002
Headwaters Capital September 1995 - December 1996
Skills
Portfolio Management, Investment Strategies, Due Diligence, Qualitative Research, ETFs, Investment Research, Quantitative Analysis
Education
University of San Francisco 2007 — 2008
Masters of Science, Financial Analysis
Brown University 1984 — 1989
BA, Ancient Studies
Jen Adelman Jen Adelman's IndexUniverse, LLC Experience 2012 - 2012
Job Sales at eFinancialCareers
Industry Financial Services
Experience
IndexUniverse, LLC 2012 - 2012
SIX Telekurs USA 2009 - 2011
Algorithmics 2007 - 2009
firstRain 2006 - 2006
Thomson Reuters (formerly Telerate) 2003 - 2006
Thomson Reuters (formerly Bridge Information Systems) 1996 - 2003
Nicholas Applegate 1994 - 1996
Skills
Consultative & Solution..., New Business/Territory..., Investments, Key Account Management, Valuation Pricing Sales, Credit Derivatives, Sales, Solution Selling, Start-ups, Selling, Sales Management, Product Management, Strategy, Business Development, Leadership, Account Management, Financial Services, New Business Development, Analysis, Risk Management
Education
Providence College
BA, Social Science
IndexUniverse, LLC 2012 - 2012
SIX Telekurs USA 2009 - 2011
Algorithmics 2007 - 2009
firstRain 2006 - 2006
Thomson Reuters (formerly Telerate) 2003 - 2006
Thomson Reuters (formerly Bridge Information Systems) 1996 - 2003
Nicholas Applegate 1994 - 1996
Skills
Consultative & Solution..., New Business/Territory..., Investments, Key Account Management, Valuation Pricing Sales, Credit Derivatives, Sales, Solution Selling, Start-ups, Selling, Sales Management, Product Management, Strategy, Business Development, Leadership, Account Management, Financial Services, New Business Development, Analysis, Risk Management
Education
Providence College
BA, Social Science
Jim Wiandt Jim Wiandt's IndexUniverse, LLC Experience October 2001 - Present
Job Founder and CEO of ETF.com
Industry Publishing
Experience
Exchange Traded Funds Report (ETFR) September 2005 - Present
ETF.com (formerly IndexUniverse) 2002 - Present
IndexUniverse, LLC October 2001 - Present
Journal of Indexes October 2001 - Present
IndexFunds.com September 1999 - October 2001
Compton's Encyclopedia September 1998 - September 1999
Peace Corps September 1994 - September 1997
Skills
ETFs, Writing, Publications, Mutual Funds, Equities, Editing, Investments, Public Speaking, Investment Management
Education
Tufts University 1987 — 1991
Bachelor's degree, Political Science and Philosophy
Exchange Traded Funds Report (ETFR) September 2005 - Present
ETF.com (formerly IndexUniverse) 2002 - Present
IndexUniverse, LLC October 2001 - Present
Journal of Indexes October 2001 - Present
IndexFunds.com September 1999 - October 2001
Compton's Encyclopedia September 1998 - September 1999
Peace Corps September 1994 - September 1997
Skills
ETFs, Writing, Publications, Mutual Funds, Equities, Editing, Investments, Public Speaking, Investment Management
Education
Tufts University 1987 — 1991
Bachelor's degree, Political Science and Philosophy
Kathryn Palazzoto's IndexUniverse, LLC Experience October 2013 - January 2014
Job Rebate Analyst at Aryzta
Industry Food Production
Experience
TaskRabbit October 2014 - November 2014
Chemoil Corporation March 2014 - August 2014
IndexUniverse, LLC October 2013 - January 2014
Nye and Company Auctioneers May 2013 - September 2013
University of Notre Dame August 2009 - May 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Public Speaking, Social Media, Photoshop, Financial Analysis, Data Analysis, Leadership, Bloomberg Terminal, Editing, Program Management
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
TaskRabbit October 2014 - November 2014
Chemoil Corporation March 2014 - August 2014
IndexUniverse, LLC October 2013 - January 2014
Nye and Company Auctioneers May 2013 - September 2013
University of Notre Dame August 2009 - May 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Public Speaking, Social Media, Photoshop, Financial Analysis, Data Analysis, Leadership, Bloomberg Terminal, Editing, Program Management
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Francisco Viteri's IndexUniverse, LLC Experience 2011 - Present
Job IT Project Manager at IndexUniverse LLC
Industry Financial Services
Experience
IndexUniverse LLC 2011 - Present
MiCash Inc 2005 - 2007
The World Bank 2002 - 2005
Banco Solidario 1996 - 2001
Education
The George Washington University - School of Business 2006 — 2008
IndexUniverse LLC 2011 - Present
MiCash Inc 2005 - 2007
The World Bank 2002 - 2005
Banco Solidario 1996 - 2001
Education
The George Washington University - School of Business 2006 — 2008
Stephanie Gerst's IndexUniverse, LLC Experience October 2013 - January 2014
Job Business Process Improvement and SFDC Optimization Consultant
Industry Online Media
Experience
V2 Strategic Advisors March 2014 - Present
Shadowforce Solutions February 2011 - March 2014
IndexUniverse, LLC October 2013 - January 2014
Tremor Video July 2013 - October 2013
Tremor Video February 2012 - July 2013
Tremor Video, Inc. February 2010 - February 2012
Tremor Video November 2007 - March 2010
Tremor Video January 2007 - November 2007
Skills
Salesforce.com, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Business Process..., Dashboard Builder, SaaS, CRM, Digital Media, Business Process, Databases, Analytics, Project Management, Agile Methodologies, Agile Project Management, Sales, Online Advertising, Business Intelligence, Mobile Advertising, Product Management, Digital Strategy, Rich Media, Mobile Marketing, Scrum, E-commerce
Education
The Ohio State University 2001 — 2005
Bachelor of Arts (B.A.), English (Creative Writing)
V2 Strategic Advisors March 2014 - Present
Shadowforce Solutions February 2011 - March 2014
IndexUniverse, LLC October 2013 - January 2014
Tremor Video July 2013 - October 2013
Tremor Video February 2012 - July 2013
Tremor Video, Inc. February 2010 - February 2012
Tremor Video November 2007 - March 2010
Tremor Video January 2007 - November 2007
Skills
Salesforce.com, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Business Process..., Dashboard Builder, SaaS, CRM, Digital Media, Business Process, Databases, Analytics, Project Management, Agile Methodologies, Agile Project Management, Sales, Online Advertising, Business Intelligence, Mobile Advertising, Product Management, Digital Strategy, Rich Media, Mobile Marketing, Scrum, E-commerce
Education
The Ohio State University 2001 — 2005
Bachelor of Arts (B.A.), English (Creative Writing)
Brian Mora's IndexUniverse, LLC Experience September 2012 - October 2013
Job Sales Director at Morningstar
Industry Financial Services
Experience
Morningstar November 2013 - Present
IndexUniverse, LLC September 2012 - October 2013
Thomson Reuters May 2001 - December 2012
Thomson Reuters 1998 - 2010
Thomson Reuters October 1999 - May 2001
Thomson Reuters March 1998 - October 1999
Skills
Sales Force..., Series 7, Series 63, Siebel, Target Account Selling, Selling to Senior..., Situational Sales..., Value Based Selling, Sales, Selling, Negotiation, Strategy, Trading, Electronic Trading, Finance, Equities, Business Development, Sales Effectiveness, Mutual Funds, Leadership, Investments, Financial Markets, Derivatives, Market Data, Investment Strategies, Sales Management, Analytics, Salesforce.com, Financial Services, Banking, Relationship Management, Fixed Income, Analysis
Education
State University of New York at Albany 1990 — 1994
Bachelor of Arts, Sociology
Our Lady Of Lourdes 1986 — 1990
High School, Regents Diploma
Morningstar November 2013 - Present
IndexUniverse, LLC September 2012 - October 2013
Thomson Reuters May 2001 - December 2012
Thomson Reuters 1998 - 2010
Thomson Reuters October 1999 - May 2001
Thomson Reuters March 1998 - October 1999
Skills
Sales Force..., Series 7, Series 63, Siebel, Target Account Selling, Selling to Senior..., Situational Sales..., Value Based Selling, Sales, Selling, Negotiation, Strategy, Trading, Electronic Trading, Finance, Equities, Business Development, Sales Effectiveness, Mutual Funds, Leadership, Investments, Financial Markets, Derivatives, Market Data, Investment Strategies, Sales Management, Analytics, Salesforce.com, Financial Services, Banking, Relationship Management, Fixed Income, Analysis
Education
State University of New York at Albany 1990 — 1994
Bachelor of Arts, Sociology
Our Lady Of Lourdes 1986 — 1990
High School, Regents Diploma
Ndubisi Onuora's IndexUniverse, LLC Experience September 2011 - May 2013
Job Software Developer at Dealertrack Technologies
Industry Computer Software
Experience
Dealertrack Technologies June 2013 - Present
IndexUniverse, LLC September 2011 - May 2013
GFT Technologies AG June 2012 - April 2013
IndexUniverse July 2011 - August 2011
Hewlett-Packard June 2010 - August 2010
Dimagi Inc. January 2009 - January 2009
Skills
Java, Python, Microsoft Excel, Advent Geneva, Android
Education
Massachusetts Institute of Technology 2008 — 2012
Bachelors, Economics
Dealertrack Technologies June 2013 - Present
IndexUniverse, LLC September 2011 - May 2013
GFT Technologies AG June 2012 - April 2013
IndexUniverse July 2011 - August 2011
Hewlett-Packard June 2010 - August 2010
Dimagi Inc. January 2009 - January 2009
Skills
Java, Python, Microsoft Excel, Advent Geneva, Android
Education
Massachusetts Institute of Technology 2008 — 2012
Bachelors, Economics
Hannah Tool's IndexUniverse, LLC Experience April 2012 - August 2013
Job 6th Grade Block Teacher at Hart Middle School
Industry Primary/Secondary Education
Experience
Pleasanton Unified School District June 2014 - Present
Hart Middle School March 2014 - June 2014
IndexUniverse, LLC April 2012 - August 2013
Best Buy December 2005 - March 2012
Skills
Copy Editing, Journalism, Microsoft Office, Copywriting, Microsoft Excel, Public Speaking, Sales, Creative Writing, Facebook, Proofreading
Education
California State University-East Bay 2013 — 2014
Single Subject Teaching Credential, English
University of Massachusetts Dartmouth 2009 — 2011
Bachelor of Arts (B.A.), Writing, Communication and Rhetoric
Berkshire Community College 2005 — 2008
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Pleasanton Unified School District June 2014 - Present
Hart Middle School March 2014 - June 2014
IndexUniverse, LLC April 2012 - August 2013
Best Buy December 2005 - March 2012
Skills
Copy Editing, Journalism, Microsoft Office, Copywriting, Microsoft Excel, Public Speaking, Sales, Creative Writing, Facebook, Proofreading
Education
California State University-East Bay 2013 — 2014
Single Subject Teaching Credential, English
University of Massachusetts Dartmouth 2009 — 2011
Bachelor of Arts (B.A.), Writing, Communication and Rhetoric
Berkshire Community College 2005 — 2008
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities