Lattice Strategies, LLC
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Lattice Strategies, LLC Employees
Employee
Years
Job
Industry
Indica Mangat Indica Mangat's Lattice Strategies, LLC Experience October 2014 - October 2014
Job Graphic Designer
Industry Graphic Design
Experience
Benefit Cosmetics February 2015 - May 2015
Swirl November 2014 - December 2014
Lattice Strategies, LLC October 2014 - October 2014
The On3 Group September 2014 - September 2014
Rebecca Bartlett LLC July 2014 - July 2014
The Engine Room, Inc. July 2013 - September 2013
Wayfarer Rollingbenches June 2013 - September 2013
Skills
Web Design, Graphics, Photography, Concept Development, Logo Design, Print, Branding & Identity, Adobe Creative Suite, InDesign, Illustrator, Photoshop, PowerPoint, Microsoft Excel, Social Media, Research, Teamwork, Microsoft Word, Graphic Design, Microsoft Office, Creative Direction, Posters, Visual Communication
Education
Academy of Art University 2009 — 2013
Bachelor of Fine Arts (BFA), Graphic Design
London College of Communication 2008 — 2009
Foundation degree, Graphic Design
Benefit Cosmetics February 2015 - May 2015
Swirl November 2014 - December 2014
Lattice Strategies, LLC October 2014 - October 2014
The On3 Group September 2014 - September 2014
Rebecca Bartlett LLC July 2014 - July 2014
The Engine Room, Inc. July 2013 - September 2013
Wayfarer Rollingbenches June 2013 - September 2013
Skills
Web Design, Graphics, Photography, Concept Development, Logo Design, Print, Branding & Identity, Adobe Creative Suite, InDesign, Illustrator, Photoshop, PowerPoint, Microsoft Excel, Social Media, Research, Teamwork, Microsoft Word, Graphic Design, Microsoft Office, Creative Direction, Posters, Visual Communication
Education
Academy of Art University 2009 — 2013
Bachelor of Fine Arts (BFA), Graphic Design
London College of Communication 2008 — 2009
Foundation degree, Graphic Design
Vivienne Shi Vivienne Shi's Lattice Strategies, LLC Experience December 2013 - Present
Job Operations Associate at Lattice Strategies, LLC
Industry Investment Management
Experience
Lattice Strategies, LLC December 2013 - Present
Law Offices of Michael Q. Eagan June 2012 - January 2014
UC Berkeley Office of Student Development September 2008 - June 2012
UC Berkeley September 2011 - May 2012
BergDavis Public Affairs May 2011 - August 2011
Luntz Global September 2010 - January 2011
Office of California State Senator Loni Hancock June 2010 - August 2010
The Independent Institute June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Illustrator, Social Media, Summation, Westlaw, Concordance, Microsoft Office, Dreamweaver, FileMaker, HTML, Flash, Visio, InDesign, Photoshop, Expense Reports
Education
UC Berkeley 2008 — 2012
Bachelor of Arts (B.A.)
Lattice Strategies, LLC December 2013 - Present
Law Offices of Michael Q. Eagan June 2012 - January 2014
UC Berkeley Office of Student Development September 2008 - June 2012
UC Berkeley September 2011 - May 2012
BergDavis Public Affairs May 2011 - August 2011
Luntz Global September 2010 - January 2011
Office of California State Senator Loni Hancock June 2010 - August 2010
The Independent Institute June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Illustrator, Social Media, Summation, Westlaw, Concordance, Microsoft Office, Dreamweaver, FileMaker, HTML, Flash, Visio, InDesign, Photoshop, Expense Reports
Education
UC Berkeley 2008 — 2012
Bachelor of Arts (B.A.)
Valentina Glaviano, CIMA Valentina Glaviano, CIMA's Lattice Strategies, LLC Experience January 2015 - Present
Job Investment Management Executive
Industry Investment Management
Experience
Lattice Strategies, LLC January 2015 - Present
MS Consulting June 2012 - January 2015
Altegris Investments September 2012 - July 2013
Guggenheim Partners - formerly Rydex/SG Investors August 2010 - May 2012
iShares/Barclays Global Investors, acquired by BlackRock May 2007 - February 2010
Lazard Asset Management 1997 - 2007
Bankers Trust 1994 - 1997
Skills
Alternative Investments, Investments, Portfolio Management, ETFs, Mutual Funds, Asset Allocation, Investment Strategies, Capital Markets, Investment Management, Hedge Funds, Series 7, Structured Products, Sales Management, Strategy, Asset Management, Risk Management, Financial Services, Start-ups, Product Development, Distribution Strategies, Finance, Fixed Income, Equities, FINRA, Series 63, High Net Worth..., Investment Advisory, Business Development, Wealth Management, Financial Advisory, Series 24, Securities, Financial Markets, Separately Managed..., Private Equity, Fund Of Funds, Emerging Markets, Investment Banking
Education
University of California, Los Angeles 1982 — 1986
BS, Economics
Chartered Alternative Investment Analyst Association
CAIA designation candidate
Stanford Graduate School of Business 2009 — 2009
UC Berkeley Haas School of Business 2008 — 2008
Wharton School, University of Pennsylvania 2004 — 2004
AIA, Alternative Investment Analyst
Wharton School, University of Pennsylvania 1999 — 2000
CIMA, Certified Investment Management Analyst
Lattice Strategies, LLC January 2015 - Present
MS Consulting June 2012 - January 2015
Altegris Investments September 2012 - July 2013
Guggenheim Partners - formerly Rydex/SG Investors August 2010 - May 2012
iShares/Barclays Global Investors, acquired by BlackRock May 2007 - February 2010
Lazard Asset Management 1997 - 2007
Bankers Trust 1994 - 1997
Skills
Alternative Investments, Investments, Portfolio Management, ETFs, Mutual Funds, Asset Allocation, Investment Strategies, Capital Markets, Investment Management, Hedge Funds, Series 7, Structured Products, Sales Management, Strategy, Asset Management, Risk Management, Financial Services, Start-ups, Product Development, Distribution Strategies, Finance, Fixed Income, Equities, FINRA, Series 63, High Net Worth..., Investment Advisory, Business Development, Wealth Management, Financial Advisory, Series 24, Securities, Financial Markets, Separately Managed..., Private Equity, Fund Of Funds, Emerging Markets, Investment Banking
Education
University of California, Los Angeles 1982 — 1986
BS, Economics
Chartered Alternative Investment Analyst Association
CAIA designation candidate
Stanford Graduate School of Business 2009 — 2009
UC Berkeley Haas School of Business 2008 — 2008
Wharton School, University of Pennsylvania 2004 — 2004
AIA, Alternative Investment Analyst
Wharton School, University of Pennsylvania 1999 — 2000
CIMA, Certified Investment Management Analyst
Rebecca Burke Rebecca Burke's Lattice Strategies, LLC Experience June 2015 - Present
Job Director ETF Sales at Lattice Strategies, LLC
Industry Financial Services
Experience
Lattice Strategies, LLC June 2015 - Present
F-Squared Investments December 2013 - June 2015
Eaton Vance June 2010 - December 2013
Eaton Vance Distributors April 2005 - June 2010
Putnam Investments December 2003 - April 2005
Essex Museum January 2002 - January 2003
Skills
Series 7, Series 65, Series 63, Series 6, Mutual Funds, Asset Management, Alternative Investments, Investments, Asset Allocation, Wealth Management, Fixed Income, Equities, Securities, Financial Services, Investment Strategies
Education
University of Massachusetts Lowell 1998 — 2003
Bachelor of Arts, History
Lattice Strategies, LLC June 2015 - Present
F-Squared Investments December 2013 - June 2015
Eaton Vance June 2010 - December 2013
Eaton Vance Distributors April 2005 - June 2010
Putnam Investments December 2003 - April 2005
Essex Museum January 2002 - January 2003
Skills
Series 7, Series 65, Series 63, Series 6, Mutual Funds, Asset Management, Alternative Investments, Investments, Asset Allocation, Wealth Management, Fixed Income, Equities, Securities, Financial Services, Investment Strategies
Education
University of Massachusetts Lowell 1998 — 2003
Bachelor of Arts, History
Graig Norden Graig Norden's Lattice Strategies, LLC Experience July 2014 - Present
Job Marketing Manager at Lattice Strategies, LLC
Industry Investment Management
Experience
Lattice Strategies LLC July 2014 - Present
Education
The Johns Hopkins University - Carey Business School
M.S., Marketing
College of Charleston
B.S., Economics and Finance
Lattice Strategies LLC July 2014 - Present
Education
The Johns Hopkins University - Carey Business School
M.S., Marketing
College of Charleston
B.S., Economics and Finance
Jeremy Stone MD MBA's Lattice Strategies, LLC Experience January 2001 - March 2012
Job Physician Executive and Entrepreneur
Industry Hospital & Health Care
Experience
Health Innovation Bonds Ltd August 2013 - Present
Singularity University February 2013 - Present
GX 2003 - Present
Medical Futures January 2002 - Present
Highbank Capital Ltd 2001 - Present
CRYEX 2014 - 2015
Lattice Strategies, LLC January 2001 - March 2012
University of Glamorgan 2005 - 2012
Veritair Aviation Ltd 2007 - March 2011
Mootral 2007 - 2011
Skills
Healthcare, Strategic Planning, Business Strategy, Entrepreneurship, Start-ups, Commercial Aviation, General Aviation, Helicopters, Venture Capital, Start-up Ventures, Corporate Finance, Business Aviation, aviation leasing, Corporate Governance, Board Level, Biotechnology, Aviation, Management Consulting, Business Planning, Private Equity, Change Management, New Business Development, Public Speaking, Space Technology, Business Development, Negotiation, Strategy, Medicine, Medical Ultrasound, Intellectual Property, Investment Property..., Lifesciences, Human Factors, Crew Resource Management, Payors, Hospitals, Corporate Development, International Business, Executive Management, Strategic Thinking, Innovation Management, Funding, Mergers & Acquisitions, Cleantech, Angel Investing, Due Diligence, Strategic Partnerships, Technology Transfer, Restructuring, Social Entrepreneurship
Education
University of Wales School of Medicine 1984 — 1989
MB BCh (MD equivalent)
Keele University
MBA (Healthcare)
New College
Health Innovation Bonds Ltd August 2013 - Present
Singularity University February 2013 - Present
GX 2003 - Present
Medical Futures January 2002 - Present
Highbank Capital Ltd 2001 - Present
CRYEX 2014 - 2015
Lattice Strategies, LLC January 2001 - March 2012
University of Glamorgan 2005 - 2012
Veritair Aviation Ltd 2007 - March 2011
Mootral 2007 - 2011
Skills
Healthcare, Strategic Planning, Business Strategy, Entrepreneurship, Start-ups, Commercial Aviation, General Aviation, Helicopters, Venture Capital, Start-up Ventures, Corporate Finance, Business Aviation, aviation leasing, Corporate Governance, Board Level, Biotechnology, Aviation, Management Consulting, Business Planning, Private Equity, Change Management, New Business Development, Public Speaking, Space Technology, Business Development, Negotiation, Strategy, Medicine, Medical Ultrasound, Intellectual Property, Investment Property..., Lifesciences, Human Factors, Crew Resource Management, Payors, Hospitals, Corporate Development, International Business, Executive Management, Strategic Thinking, Innovation Management, Funding, Mergers & Acquisitions, Cleantech, Angel Investing, Due Diligence, Strategic Partnerships, Technology Transfer, Restructuring, Social Entrepreneurship
Education
University of Wales School of Medicine 1984 — 1989
MB BCh (MD equivalent)
Keele University
MBA (Healthcare)
New College
Natalee Shean Natalee Shean's Lattice Strategies, LLC Experience April 2015 - Present
Job Marketing Associate at Lattice Strategies
Industry Investment Management
Experience
Lattice Strategies, LLC April 2015 - Present
Dream A Little Dream Events June 2013 - Present
TPG Capital April 2014 - April 2015
First Republic Bank February 2013 - April 2014
Greenhouse Agency, Inc June 2012 - November 2012
Chili's September 2009 - September 2012
Gainey Vineyard January 2007 - January 2012
Skills
Facebook, Event Planning, Social Media, Social Networking, PowerPoint, Public Relations, Event Management, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Marketing, Blogging, Public Speaking, Research, Sales, Teamwork
Education
UCSB 2008 — 2012
Bachelor's degree, Global and International Studies
University of Florence 2011 — 2011
Lattice Strategies, LLC April 2015 - Present
Dream A Little Dream Events June 2013 - Present
TPG Capital April 2014 - April 2015
First Republic Bank February 2013 - April 2014
Greenhouse Agency, Inc June 2012 - November 2012
Chili's September 2009 - September 2012
Gainey Vineyard January 2007 - January 2012
Skills
Facebook, Event Planning, Social Media, Social Networking, PowerPoint, Public Relations, Event Management, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Marketing, Blogging, Public Speaking, Research, Sales, Teamwork
Education
UCSB 2008 — 2012
Bachelor's degree, Global and International Studies
University of Florence 2011 — 2011
Ben Quah Ben Quah's Lattice Strategies, LLC Experience October 2014 - Present
Job Director of Capital Markets at Lattice Strategies, LLC
Industry Financial Services
Experience
Lattice Strategies, LLC October 2014 - Present
BlackRock June 2012 - September 2014
Blackrock December 2009 - June 2012
Barclays Global Investors January 2009 - December 2009
Barclays Global Investors August 2004 - December 2008
Investors Bank and Trust May 2001 - August 2004
Barclays Global Investors September 1999 - May 2001
Skills
Capital Markets, Mutual Funds, Fixed Income, Equities, Asset Management, Investments, Series 7, Financial Services, Asset Allocation, ETFs, Portfolio Management, Securities, Investment Management, Bloomberg, Banking, Series 63, Operations Management, 401k
Education
University of San Diego 1996 — 1999
Bachelors of Business Administration, Business Administration and Management, General
Lattice Strategies, LLC October 2014 - Present
BlackRock June 2012 - September 2014
Blackrock December 2009 - June 2012
Barclays Global Investors January 2009 - December 2009
Barclays Global Investors August 2004 - December 2008
Investors Bank and Trust May 2001 - August 2004
Barclays Global Investors September 1999 - May 2001
Skills
Capital Markets, Mutual Funds, Fixed Income, Equities, Asset Management, Investments, Series 7, Financial Services, Asset Allocation, ETFs, Portfolio Management, Securities, Investment Management, Bloomberg, Banking, Series 63, Operations Management, 401k
Education
University of San Diego 1996 — 1999
Bachelors of Business Administration, Business Administration and Management, General
Allison Vander Molen Allison Vander Molen's Lattice Strategies, LLC Experience October 2012 - December 2013
Job Operations at CellScope
Industry Health, Wellness and Fitness
Experience
CellScope January 2014 - Present
San Francisco General Hospital Doula Volunteers January 2015 - Present
Watsi April 2013 - December 2013
Lattice Strategies LLC October 2012 - December 2013
University of South Florida May 2012 - August 2012
University of South Florida December 2011 - August 2012
Women's Health Care Collaborative January 2012 - June 2012
Brick & Mortar September 2010 - January 2012
Lombardi Consulting Services June 2010 - May 2011
Dermatology Associates of Tallahassee July 2009 - June 2010
Skills
Research, Social Media Marketing, Public Health, Teaching, SAS, iWork, InDesign, Photoshop, Community Outreach, Fundraising, Content Management, Volunteer Management
Education
University of South Florida 2010 — 2012
Master of Public Health (MPH), Maternal and Child Health
Florida State University 2005 — 2009
Bachelor of Science (B.S.), International Relations and Affairs, Chemistry Minor, Summa Cum Laude
CellScope January 2014 - Present
San Francisco General Hospital Doula Volunteers January 2015 - Present
Watsi April 2013 - December 2013
Lattice Strategies LLC October 2012 - December 2013
University of South Florida May 2012 - August 2012
University of South Florida December 2011 - August 2012
Women's Health Care Collaborative January 2012 - June 2012
Brick & Mortar September 2010 - January 2012
Lombardi Consulting Services June 2010 - May 2011
Dermatology Associates of Tallahassee July 2009 - June 2010
Skills
Research, Social Media Marketing, Public Health, Teaching, SAS, iWork, InDesign, Photoshop, Community Outreach, Fundraising, Content Management, Volunteer Management
Education
University of South Florida 2010 — 2012
Master of Public Health (MPH), Maternal and Child Health
Florida State University 2005 — 2009
Bachelor of Science (B.S.), International Relations and Affairs, Chemistry Minor, Summa Cum Laude
Darek Wojnar, CFA Darek Wojnar, CFA's Lattice Strategies, LLC Experience 2014 - Present
Job Managing Director at Lattice Strategies, LLC
Industry Investment Management
Experience
Lattice Strategies, LLC 2014 - Present
Wojnar Group LLC 2013 - Present
BlackRock 2011 - 2013
BlackRock 2007 - 2011
Barclays Global Investors 2005 - 2009
UBS Global Asset Management 1995 - 2004
Skills
Hedge Funds, ETFs, Equities, Alternative Investments, Asset Managment, Investment Management, Product Development, Product Management, Product Marketing, Strategic Planning, Asset Management, Investments, Financial Markets, Asset Allocation, Derivatives, Financial Services, Portfolio Management, Strategy, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance
New York Institute of Technology
BS, Electrical Engineering
Lattice Strategies, LLC 2014 - Present
Wojnar Group LLC 2013 - Present
BlackRock 2011 - 2013
BlackRock 2007 - 2011
Barclays Global Investors 2005 - 2009
UBS Global Asset Management 1995 - 2004
Skills
Hedge Funds, ETFs, Equities, Alternative Investments, Asset Managment, Investment Management, Product Development, Product Management, Product Marketing, Strategic Planning, Asset Management, Investments, Financial Markets, Asset Allocation, Derivatives, Financial Services, Portfolio Management, Strategy, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance
New York Institute of Technology
BS, Electrical Engineering
Shengwei Ding Shengwei Ding's Lattice Strategies, LLC Experience March 2012 - June 2012
Job Quant Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2012 - Present
Lattice Strategies LLC March 2012 - June 2012
Berkeley MFE March 2011 - April 2012
Goldman Sachs October 2011 - January 2012
Nestle DSD October 2009 - August 2011
Leachman and Associates LLC March 2007 - February 2010
Guzik Technical Enterprises 2003 - 2007
Skills
Data Analysis, Financial Analysis, SQL, Statistics, VBA, Financial Modeling, Matlab, Analysis, Access, Java, Data Mining, SAS, Portfolio Management, C++, Visual Basic
Education
University of California, Berkeley 1999 — 2004
Ph.D., Industrial Engineering and Operations Research
Zhejiang University 1992 — 1999
Master, Electrical Engineering
Wells Fargo Securities June 2012 - Present
Lattice Strategies LLC March 2012 - June 2012
Berkeley MFE March 2011 - April 2012
Goldman Sachs October 2011 - January 2012
Nestle DSD October 2009 - August 2011
Leachman and Associates LLC March 2007 - February 2010
Guzik Technical Enterprises 2003 - 2007
Skills
Data Analysis, Financial Analysis, SQL, Statistics, VBA, Financial Modeling, Matlab, Analysis, Access, Java, Data Mining, SAS, Portfolio Management, C++, Visual Basic
Education
University of California, Berkeley 1999 — 2004
Ph.D., Industrial Engineering and Operations Research
Zhejiang University 1992 — 1999
Master, Electrical Engineering
Kirsten Meder, CAIA's Lattice Strategies, LLC Experience September 2010 - Present
Job Senior Research Analyst at Lattice Strategies LLC
Industry Investment Management
Experience
Lattice Strategies LLC September 2010 - Present
Merrill Lynch Wealth Management November 2007 - September 2010
Columbia University January 2007 - November 2007
Skills
Valuation, Financial Analysis, Equities, Fixed Income, Investments, Alternative Investments, Hedge Funds, Financial Modeling, Trading Strategies, Due Diligence, Global Macro, Asset Management
Education
University of California, Berkeley 2004 — 2006
BA, Astrophysics, Physics
Lattice Strategies LLC September 2010 - Present
Merrill Lynch Wealth Management November 2007 - September 2010
Columbia University January 2007 - November 2007
Skills
Valuation, Financial Analysis, Equities, Fixed Income, Investments, Alternative Investments, Hedge Funds, Financial Modeling, Trading Strategies, Due Diligence, Global Macro, Asset Management
Education
University of California, Berkeley 2004 — 2006
BA, Astrophysics, Physics
Neil Kay's Lattice Strategies, LLC Experience June 2015 - Present
Job Director of ETF Sales at Lattice Strategies, LLC
Industry Investment Management
Experience
Lattice Strategies, LLC June 2015 - Present
BlackRock May 2013 - May 2015
Fisher Investments July 2012 - May 2013
Fisher Investments August 2010 - July 2012
Fisher Investments July 2007 - August 2010
Guaranty Bank June 2006 - June 2007
REMAX May 2005 - June 2006
Skills
Investments, Portfolio Management, Wealth Management, Asset Management, Mutual Funds, Equities, Series 7, Financial Modeling, Series 63, Asset Allocation, Financial Analysis, Investment Advisory, Financial Services, Retirement Planning, Investment Strategies, Securities, Sales, Strategic Financial..., Series 65, Hedge Funds, Fixed Income, Relationship Management, Investment Management, Bloomberg, Capital Markets, Financial Planning, Graphic Design
Education
The University of Texas at Austin 2003 — 2007
Bacherlors of Business Administration, Finance Major, Marketing Minor
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
Bacherlors of Business Administration, Finance, Marketing
Lattice Strategies, LLC June 2015 - Present
BlackRock May 2013 - May 2015
Fisher Investments July 2012 - May 2013
Fisher Investments August 2010 - July 2012
Fisher Investments July 2007 - August 2010
Guaranty Bank June 2006 - June 2007
REMAX May 2005 - June 2006
Skills
Investments, Portfolio Management, Wealth Management, Asset Management, Mutual Funds, Equities, Series 7, Financial Modeling, Series 63, Asset Allocation, Financial Analysis, Investment Advisory, Financial Services, Retirement Planning, Investment Strategies, Securities, Sales, Strategic Financial..., Series 65, Hedge Funds, Fixed Income, Relationship Management, Investment Management, Bloomberg, Capital Markets, Financial Planning, Graphic Design
Education
The University of Texas at Austin 2003 — 2007
Bacherlors of Business Administration, Finance Major, Marketing Minor
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
Bacherlors of Business Administration, Finance, Marketing
Charis Chalvatzis Charis Chalvatzis's Lattice Strategies, LLC Experience April 2015 - Present
Job Senior Quant Portfolio Strategist, Lattice Strategies
Industry Investment Management
Experience
Lattice Strategies, LLC April 2015 - Present
AXA Rosenberg Investment Management October 2014 - January 2015
European Central Bank June 2013 - September 2013
European Central Bank September 2011 - May 2013
Hellenic Society of Nuclear Medicine May 2010 - October 2010
Greek Army/NATO February 2009 - January 2010
Skills
SQL, VBA, Quantitative Finance, C++, Java, Matlab, ITIL, Windows Server, Analysis, Risk Management, Operating Systems, Databases, Windows, Econometrics, Economics, Derivatives, Statistics, Finance, Financial Modeling, Equities
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
Master of Financial Engineering (MFE), Financial Engineering
National Technical University of Athens 2010 — 2013
Master of Science (MSc), Mathematical Modelling in Modern Technologies and Financial Engineering, 8/10
University of Macedonia 2004 — 2008
Bachelor of Science (BSc), Applied Informatics, 8.63/10 "Excellent"
Lattice Strategies, LLC April 2015 - Present
AXA Rosenberg Investment Management October 2014 - January 2015
European Central Bank June 2013 - September 2013
European Central Bank September 2011 - May 2013
Hellenic Society of Nuclear Medicine May 2010 - October 2010
Greek Army/NATO February 2009 - January 2010
Skills
SQL, VBA, Quantitative Finance, C++, Java, Matlab, ITIL, Windows Server, Analysis, Risk Management, Operating Systems, Databases, Windows, Econometrics, Economics, Derivatives, Statistics, Finance, Financial Modeling, Equities
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
Master of Financial Engineering (MFE), Financial Engineering
National Technical University of Athens 2010 — 2013
Master of Science (MSc), Mathematical Modelling in Modern Technologies and Financial Engineering, 8/10
University of Macedonia 2004 — 2008
Bachelor of Science (BSc), Applied Informatics, 8.63/10 "Excellent"
Chi-hee Kim Chi-hee Kim's Lattice Strategies, LLC Experience 2010 - October 2011
Job Executive Director at MSCI Inc.
Industry Investment Management
Experience
MSCI Inc. October 2011 - Present
Lattice Strategies LLC 2010 - October 2011
Citi 2005 - 2009
Merrill Lynch & Co. 2002 - 2005
NBC Internet (NBCi.com) 1999 - 2001
Education
University of Pennsylvania - The Wharton School
MBA
The Johns Hopkins University 1995 — 1999
BA, Biology/Biological Sciences, General
MSCI Inc. October 2011 - Present
Lattice Strategies LLC 2010 - October 2011
Citi 2005 - 2009
Merrill Lynch & Co. 2002 - 2005
NBC Internet (NBCi.com) 1999 - 2001
Education
University of Pennsylvania - The Wharton School
MBA
The Johns Hopkins University 1995 — 1999
BA, Biology/Biological Sciences, General
Shirish Malekar's Lattice Strategies, LLC Experience 2012 - January 2015
Job CIO
Industry Investment Management
Experience
WeatherStorm Capital Management- a Vident Group of companies March 2015 - Present
Lattice Strategies, LLC 2012 - January 2015
Six Seasons Global Asset Management, LLC 2008 - 2011
Allianz Global Investors 2002 - December 2007
Wells Capital Management (Strong Capital Management) 1994 - 1999
PIMCO 1991 - 1994
Skills
Asset Management, Investments, Mutual Funds, Alternative Investments, Due Diligence, Valuation, Hedge Funds, Derivatives, Venture Capital, Portfolio Management, Project Management, Capital Markets, Bloomberg, Risk Management, Equities, Investment Management, Trading, Private Equity, Asset Managment, Fixed Income, Business Strategy, Asset Allocation, Global Macro, Investment Strategies, Securities, Financial Risk, Bonds, Finance, Equity Derivatives, Fund Of Funds, Options, Equity Research, Corporate Finance, ETFs, Investment Advisory, Entrepreneurship, Strategy, Emerging Markets, Investor Relations, Economics, Financial Modeling, Investment Banking, Currency
Education
Massachusetts Institute of Technology
Master of Science (MS)
WeatherStorm Capital Management- a Vident Group of companies March 2015 - Present
Lattice Strategies, LLC 2012 - January 2015
Six Seasons Global Asset Management, LLC 2008 - 2011
Allianz Global Investors 2002 - December 2007
Wells Capital Management (Strong Capital Management) 1994 - 1999
PIMCO 1991 - 1994
Skills
Asset Management, Investments, Mutual Funds, Alternative Investments, Due Diligence, Valuation, Hedge Funds, Derivatives, Venture Capital, Portfolio Management, Project Management, Capital Markets, Bloomberg, Risk Management, Equities, Investment Management, Trading, Private Equity, Asset Managment, Fixed Income, Business Strategy, Asset Allocation, Global Macro, Investment Strategies, Securities, Financial Risk, Bonds, Finance, Equity Derivatives, Fund Of Funds, Options, Equity Research, Corporate Finance, ETFs, Investment Advisory, Entrepreneurship, Strategy, Emerging Markets, Investor Relations, Economics, Financial Modeling, Investment Banking, Currency
Education
Massachusetts Institute of Technology
Master of Science (MS)
Stella Soyoung Choi, CFA's Lattice Strategies, LLC Experience June 2006 - Present
Job Director of Portfolio Management
Industry Financial Services
Experience
Lattice Strategies LLC June 2006 - Present
Fidelity Investments February 1998 - March 2006
Fidelity Investments July 1999 - December 2001
Fidelity Investments February 1998 - June 1999
Skills
Portfolio Management, Investments, Equities, Mutual Funds, Investment Strategies, Strategy, Securities, Asset Management, Financial Modeling, Trading, ETFs, Alternative Investments, Investment Management
Education
Bentley University 1996 — 2000
Master of Science (MS), Accounting
Clark University
Bachelor of Arts (BA), Geography
Lattice Strategies LLC June 2006 - Present
Fidelity Investments February 1998 - March 2006
Fidelity Investments July 1999 - December 2001
Fidelity Investments February 1998 - June 1999
Skills
Portfolio Management, Investments, Equities, Mutual Funds, Investment Strategies, Strategy, Securities, Asset Management, Financial Modeling, Trading, ETFs, Alternative Investments, Investment Management
Education
Bentley University 1996 — 2000
Master of Science (MS), Accounting
Clark University
Bachelor of Arts (BA), Geography
Kristian Omicioli's Lattice Strategies, LLC Experience September 2010 - August 2011
Job Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman 2011 - Present
Lattice Strategies LLC September 2010 - August 2011
Janus Capital Group February 2008 - September 2010
US Trust September 2006 - March 2008
Education
Brown University
The Hotchkiss School
University of Wisconsin-Whitewater
MBA
Neuberger Berman 2011 - Present
Lattice Strategies LLC September 2010 - August 2011
Janus Capital Group February 2008 - September 2010
US Trust September 2006 - March 2008
Education
Brown University
The Hotchkiss School
University of Wisconsin-Whitewater
MBA
Ameya Damle's Lattice Strategies, LLC Experience June 2013 - September 2013
Job ERSConsultant at Deloitte
Industry Financial Services
Experience
Deloitte September 2014 - Present
SkillNet Solutions, Inc. December 2013 - August 2014
Lattice Strategies, LLC June 2013 - September 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, HTML, Photoshop, Java, Data Analysis, Teamwork, Research, R, Matlab, SAS programming, VBA, C++
Education
University of California, Santa Barbara 2010 — 2014
BS, Financial Math and Statistics/ Computer Science
Deloitte September 2014 - Present
SkillNet Solutions, Inc. December 2013 - August 2014
Lattice Strategies, LLC June 2013 - September 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, HTML, Photoshop, Java, Data Analysis, Teamwork, Research, R, Matlab, SAS programming, VBA, C++
Education
University of California, Santa Barbara 2010 — 2014
BS, Financial Math and Statistics/ Computer Science
Edouard Paviot's Lattice Strategies, LLC Experience June 2014 - August 2014
Job Researcher at BlackRock
Industry Investment Management
Experience
BlackRock September 2014 - Present
Lattice Strategies, LLC June 2014 - August 2014
University of California, Berkeley, Haas School of Business April 2014 - May 2014
RBC Capital Markets - Global Arbitrage & Trading October 2013 - January 2014
Credit Agricole CIB - Global Markets Division July 2012 - January 2013
GDF SUEZ October 2011 - June 2012
OECD Economics Department June 2011 - September 2011
Education
Haas School of Business, UC Berkeley 2013 — 2014
Master of Financial Engineering
ENSAE ParisTech 2008 — 2013
Master of Science - Statistics, Finance, Economics
BlackRock September 2014 - Present
Lattice Strategies, LLC June 2014 - August 2014
University of California, Berkeley, Haas School of Business April 2014 - May 2014
RBC Capital Markets - Global Arbitrage & Trading October 2013 - January 2014
Credit Agricole CIB - Global Markets Division July 2012 - January 2013
GDF SUEZ October 2011 - June 2012
OECD Economics Department June 2011 - September 2011
Education
Haas School of Business, UC Berkeley 2013 — 2014
Master of Financial Engineering
ENSAE ParisTech 2008 — 2013
Master of Science - Statistics, Finance, Economics