Mary Lund-Davis Student Investment Fund

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Mary Lund-Davis Student Investment Fund Employees

Employee
Years
Job
Industry
Leigh Wells Leigh Wells Tacoma, Washington Details
Leigh Wells's Mary Lund-Davis Student Investment Fund Experience September 2014 - Present
Job Student at Pacific Lutheran University
Industry
Experience
Mary Lund-Davis Student Investment Fund   September 2014 - Present
Capital Achitects Inc.   June 2014 - Present
United Way of King County  June 2014 - September 2014
The Mooring Mast at Pacific Lutheran University   February 2013 - June 2013
Oaxaca Street Children Grassroots Inc.   November 2012 - December 2012
Eddie Bauer  May 2012 - August 2012
Lifeline Christian Mission  January 2011 - April 2011

Education
Pacific Lutheran University   2011 — 2015

Chuanshi Cao Chuanshi Cao Tempe, Arizona Details
Chuanshi Cao's Mary Lund-Davis Student Investment Fund Experience August 2013 - December 2013
Job Student at Arizona State University
Industry Financial Services
Experience
Mary Lund-Davis Student Investment Fund   August 2013 - December 2013
Mary Lund-Davis Student Investment Fund   August 2012 - August 2013

Skills
Quantitative Analytics, Qualitative Research, Financial Modeling, Data Analysis, Chinese culture, Mandarin, Economics, Finance, Financial Analysis, Social Media

Education
Arizona State University, W. P. Carey School of Business   2014 — 2015
Master of Science (MS), Finance, General

Pacific Lutheran University   2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.28

Winston Alder Winston Alder Greater Seattle Area Details
Winston Alder's Mary Lund-Davis Student Investment Fund Experience January 2012 - May 2014
Job Associate
Industry Investment Management
Experience
Filament  August 2015 - Present
Parametric  May 2014 - March 2015
Mary Lund-Davis Student Investment Fund   January 2012 - May 2014
Russell Investments  August 2013 - February 2014
The Mooring Mast  May 2012 - November 2013
BNY Mellon  June 2013 - August 2013

Skills
Financial Analysis, Data Analysis, Strategy, VBA, Bloomberg, Financial Modeling, Analysis, Database Administration, Advertising Research, Microsoft Excel

Education
Pacific Lutheran University   2011 — 2015
Bachelor of Business Administration (BBA), Finance

Pacific Lutheran University   2011 — 2015
Bachelor of Business Administration (BBA), Accounting

Igor Strupinskiy Igor Strupinskiy Greater Seattle Area Details
Igor Strupinskiy's Mary Lund-Davis Student Investment Fund Experience February 2013 - June 2014
Job Investment Operations Analyst at Russell Investments
Industry Financial Services
Experience
Russell Investments  May 2014 - Present
Mary Lund-Davis Student Investment Fund   February 2013 - June 2014
Russell Investments  December 2013 - May 2014
Merrill Lynch  January 2013 - November 2013
MediaLab  February 2012 - August 2013
Pacific Lutheran University; Athletics Department   September 2011 - May 2013
Pacific Lutheran University; University Communications   March 2011 - May 2013
Mary Lund-Davis Student Investment Fund   September 2010 - February 2013
Merrill Lynch  June 2012 - January 2013
Pacific Lutheran University; The Mooring Mast   February 2011 - May 2012

Skills
Research, Financial Analysis, Microsoft Excel, Social Media, Portfolio Management, Time Management, Public Relations, Journalism, Team Leadership, Data Analysis, Investments, Business Writing, Portfolio Optimization, News Writing, Press Releases, Bilingual Proficiency, Economics, Financial Modeling, VBA, Microsoft SQL Server, R

Education
Pacific Lutheran University - School of Business   2010 — 2014
Bachelor of Business Administration (BBA), Business with concentration in Finance, Summa Cum Laude

Pacific Lutheran University   2010 — 2014
Bachelor of Arts (B.A.), Economics with concentration in Global Economic Enterprise, Summa Cum Laude

Andrew Kunitomo Andrew Kunitomo Greater Seattle Area Details
Andrew Kunitomo's Mary Lund-Davis Student Investment Fund Experience June 2013 - February 2014
Job Personal Banker at Bank of America
Industry Financial Services
Experience
Bank of America  June 2014 - Present
Merrill Lynch  December 2013 - June 2014
PLU Catering   March 2012 - May 2014
Mary Lund-Davis Student Investment Fund   June 2013 - February 2014
Pacific Lutheran University  January 2013 - December 2013
Mary Lund-Davis Student Investment Fund   January 2013 - December 2013
Mary Lund-Davis Student Investment Fund   September 2012 - December 2013
Lahaina Pizza Company   June 2012 - August 2013

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Data Entry, Accounting, Customer Service, Microsoft Word, Public Speaking, Time Management, Event Planning, Research, Financial Analysis, Leadership, Data Analysis, Management, Teamwork, Critical Thinking, Nonprofits, Portfolio Management, Team Leadership, Social Media, Public Relations

Education
Pacific Lutheran University - School of Business   2010 — 2014
Bachelor of Business Administration (BBA) Finance, Minor: Economics

Rob Bickford Rob Bickford Greater Seattle Area Details
Rob Bickford's Mary Lund-Davis Student Investment Fund Experience October 2012 - December 2012
Job Senior Financial Analyst
Industry Research
Experience
DaVita Kidney Care  March 2015 - Present
Boeing  January 2014 - March 2015
Crystal Commerce   June 2013 - July 2013
Pacific Lutheran University  November 2012 - May 2013
Mary Lund-Davis Student Investment Fund   October 2012 - December 2012
Northern Lights Capital Group  July 2012 - August 2012
Northwestern Mutual  May 2011 - September 2011
ABCO Leasing, Inc.   June 2009 - August 2009

Education
CFA Institute
Passed all 3 CFA exams; May be awarded charter upon completion of required work experience

Pacific Lutheran University - School of Business   2012 — 2013
Master of Science in Finance, 4.0

Pacific Lutheran University - School of Business   2008 — 2012
Bachelor of Business Administration (BBA), Finance

Shorewood High School

Kirk Swanson Kirk Swanson Seattle, Washington Details
Kirk Swanson's Mary Lund-Davis Student Investment Fund Experience February 2011 - May 2012
Job Investment Banking Analyst
Industry Investment Banking
Experience
D.A. Davidson Companies   February 2015 - Present
Boeing  July 2014 - February 2015
Keiretsu Forum  June 2014 - December 2014
Gary Baughn MSF Student Investment Fund   September 2013 - June 2014
CFA Institute Research Challenge  October 2013 - March 2014
T-Mobile  November 2012 - August 2013
Mary Lund-Davis Student Investment Fund   February 2011 - May 2012
Pacific Lutheran University, Conferences & Events   September 2008 - May 2012
Twin City Foods  June 2009 - August 2009

Education
Pacific Lutheran University   2013 — 2014
Master of Science (M.Sc.), Finance, 3.91

Pacific Lutheran University   2008 — 2012
Bachelor's Degree, Economics, 3.61

Hedmark University College (HH)   2010 — 2010

Redmond High School   2005 — 2008
High School

Courtney L. Bain, MSF Courtney L. Bain, MSF Tacoma, Washington Details
Courtney L. Bain, MSF's Mary Lund-Davis Student Investment Fund Experience 2013 - 2014
Job Accounting and Finance Professional
Industry Accounting
Experience
Pacific Lutheran University  2015 - 2015
Gary Baughn Student Investment Fund   2014 - 2015
Mary Lund-Davis Student Investment Fund   2013 - 2014
Beta Alpha Psi, Delta Rho Chapter   2012 - 2014

Education
Pacific Lutheran University - School of Business   2014 — 2015
Master of Science (MS), Finance

Pacific Lutheran University - School of Business   2011 — 2014
Bachelor of Business Administration (BBA), Accounting

Green River Community College   2008 — 2011
Associate of Business Administration (AA)

Steven Gooding Steven Gooding Olympia, Washington Details
Steven Gooding's Mary Lund-Davis Student Investment Fund Experience September 2011 - May 2014
Job Finance Tutor at University College Cork, Ireland (UCC)
Industry Financial Services
Experience
University College Cork, Ireland (UCC)   October 2014 - Present
Pacific Lutheran University  February 2014 - May 2014
Mary Lund-Davis Student Investment Fund   September 2011 - May 2014
Northwestern Mutual  December 2012 - April 2013
Pacific Lutheran University  September 2011 - January 2012
Restaurant Seminars Institute   December 2010 - September 2011

Skills
Analysis, People-oriented, Financial Analysis, Finance, Organized Multi-tasker, Portfolio Management, Leadership, Economics, Accounting, Time Management, Research, Management, Computer Science, Highly resourceful, Data Analysis, Business Analysis, Public Speaking, Microsoft Word, PowerPoint, VBA, Microsoft Excel, Equity Research, Financial Modeling, Corporate Finance, Microsoft Office

Education
University College Cork   2014 — 2015
MSc Corporate Finance, Finance

Pacific Lutheran University   2010 — 2014
Bachelor of Arts in Business, Finance

Pacific Lutheran University - School of Business
Bachelor's Degree, Bachelor of Business Administration

Neal Berg Neal Berg Seattle, Washington Details
Neal Berg's Mary Lund-Davis Student Investment Fund Experience December 2011 - February 2014
Job Project Accountant at Venture General Contracting
Industry Investment Management
Experience
Venture General Contracting  November 2014 - Present
Cetera Financial Group  November 2013 - November 2014
Wild Hope Center for Vocation   February 2014 - May 2014
Mary Lund-Davis Student Investment Fund   December 2011 - February 2014
Pacific Lutheran University  October 2013 - January 2014
Northwestern Mutual  December 2012 - May 2013
Blue Ridge Community Club   June 2012 - August 2012
Martin Nelson & Company   May 2012 - August 2012

Skills
Microsoft Word, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Time Management, Financial Analysis, Financial Reporting, Financial Planning, Financial Forecasting, Public Speaking, Leadership, Research, Teamwork, Management

Education
Pacific Lutheran University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance