Mazama Capital Management
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Mazama Capital Management Employees
Employee
Years
Job
Industry
Spencer Director Spencer Director's Mazama Capital Management Experience June 2010 - September 2010
Job Enterprise Account Executive at Zapproved
Industry Computer Software
Experience
Zapproved February 2015 - Present
Zapproved April 2014 - Present
Zapproved September 2013 - April 2014
U of O capstone class April 2013 - June 2013
University of Oregon club soccer 2011 - 2013
Sigma Chi Fraternity 2009 - 2013
Camp Androscoggin June 2012 - August 2012
Semester At Sea / ISE June 2011 - August 2011
Tursi's Soccer Store July 2010 - August 2011
Mazama Capital Management June 2010 - September 2010
Skills
Sales Management, Team Building, Project Management, Teaching, Advertising, Sales, Management, Social Media, SaaS, Leadership, Social Media Marketing, Selling, Event Planning, Marketing, Microsoft Excel, Social Networking, Salesforce.com, Cold Calling, Volunteering
Education
University of Oregon 2009 — 2013
Bachelor of Science (BS), Advertising
Zapproved February 2015 - Present
Zapproved April 2014 - Present
Zapproved September 2013 - April 2014
U of O capstone class April 2013 - June 2013
University of Oregon club soccer 2011 - 2013
Sigma Chi Fraternity 2009 - 2013
Camp Androscoggin June 2012 - August 2012
Semester At Sea / ISE June 2011 - August 2011
Tursi's Soccer Store July 2010 - August 2011
Mazama Capital Management June 2010 - September 2010
Skills
Sales Management, Team Building, Project Management, Teaching, Advertising, Sales, Management, Social Media, SaaS, Leadership, Social Media Marketing, Selling, Event Planning, Marketing, Microsoft Excel, Social Networking, Salesforce.com, Cold Calling, Volunteering
Education
University of Oregon 2009 — 2013
Bachelor of Science (BS), Advertising
Shannon Makuakane's Mazama Capital Management Experience January 2007 - April 2013
Job Chief Compliance Officer, VP Operations at Bridge City Capital
Industry Investment Management
Experience
Bridge City Capital January 2015 - Present
Morley Financial, Inc. May 2013 - January 2015
Mazama Capital Management January 2007 - April 2013
Mazama Capital Management January 2004 - January 2007
Mazama Capital Management June 2000 - January 2004
Skills
Mutual Funds, Investment Advisory..., Asset Management, Auditing, Equities, Securities Regulation, FINRA, Internal Controls, Investment Advisory, Due Diligence, Financial Services, Wealth Management, AML, Risk Management, Corporate Governance, Securities
Education
Oregon State University 1994 — 1998
Bachelor of Arts, Speech Communication
Bridge City Capital January 2015 - Present
Morley Financial, Inc. May 2013 - January 2015
Mazama Capital Management January 2007 - April 2013
Mazama Capital Management January 2004 - January 2007
Mazama Capital Management June 2000 - January 2004
Skills
Mutual Funds, Investment Advisory..., Asset Management, Auditing, Equities, Securities Regulation, FINRA, Internal Controls, Investment Advisory, Due Diligence, Financial Services, Wealth Management, AML, Risk Management, Corporate Governance, Securities
Education
Oregon State University 1994 — 1998
Bachelor of Arts, Speech Communication
Ron Sauer Ron Sauer's Mazama Capital Management Experience Investment Committee Member, Council of TrusteesProvidence St. Vincent Medical FoundationNovember 2013 - Present
Job President, Mazama Capital Management, Inc.
Industry Investment Management
Experience
Mazama Capital Management Investment Committee Member, Council of TrusteesProvidence St. Vincent Medical FoundationNovember 2013 - Present
Dean's Business Advisory Council - Charles H. Lundquist College of Business, University of Oregon January 2009 - Present
Skills
Equities, Marketing, New Business Development, Portfolio Management, Financial Modeling, Event Planning, Valuation, Private Equity, Investments, Alternative Investments, Equity Research, Asset Management, Marketing Strategy, Asset Allocation, Investment Banking, Capital Markets, Financial Analysis, Due Diligence, Investment Strategies, Series 7, Investor Relations
Education
University of Oregon - Charles H. Lundquist College of Business
Bachelor of Applied Science (BASc), Finance
Mazama Capital Management Investment Committee Member, Council of TrusteesProvidence St. Vincent Medical FoundationNovember 2013 - Present
Dean's Business Advisory Council - Charles H. Lundquist College of Business, University of Oregon January 2009 - Present
Skills
Equities, Marketing, New Business Development, Portfolio Management, Financial Modeling, Event Planning, Valuation, Private Equity, Investments, Alternative Investments, Equity Research, Asset Management, Marketing Strategy, Asset Allocation, Investment Banking, Capital Markets, Financial Analysis, Due Diligence, Investment Strategies, Series 7, Investor Relations
Education
University of Oregon - Charles H. Lundquist College of Business
Bachelor of Applied Science (BASc), Finance
Ariel Borgendale's Mazama Capital Management Experience April 2013 - Present
Job Operations and Marketing Assistant at Mazama Capital Management
Industry Financial Services
Experience
Mazama Capital Management April 2013 - Present
Boly Welch November 2012 - April 2013
Montpelier Recreation Department June 2005 - August 2012
Mansfield Community Center October 2011 - May 2012
University of Connecticut September 2008 - May 2012
Skills
Microsoft Office, YouTube, Facebook, SPSS, Employee Relations, Team Management, Public Relations, Marketing, Project Planning, Community Development, Editing, Event Planning, Social Media, Organizing, Planning, Community Relations, Operations Management, Advent, QuickBooks, Team Building, Management, Customer Service, PowerPoint, Microsoft Excel
Education
The University of Connecticut 2008 — 2012
Bachelor of Arts, Political Science, History, 3.9
Mazama Capital Management April 2013 - Present
Boly Welch November 2012 - April 2013
Montpelier Recreation Department June 2005 - August 2012
Mansfield Community Center October 2011 - May 2012
University of Connecticut September 2008 - May 2012
Skills
Microsoft Office, YouTube, Facebook, SPSS, Employee Relations, Team Management, Public Relations, Marketing, Project Planning, Community Development, Editing, Event Planning, Social Media, Organizing, Planning, Community Relations, Operations Management, Advent, QuickBooks, Team Building, Management, Customer Service, PowerPoint, Microsoft Excel
Education
The University of Connecticut 2008 — 2012
Bachelor of Arts, Political Science, History, 3.9
Matt Story Matt Story's Mazama Capital Management Experience June 2012 - August 2012
Job Risk Management Analyst at Portland General Electric
Industry Oil & Energy
Experience
Mazama Capital Management June 2012 - August 2012
TransCanada February 2010 - August 2011
TransCanada October 2008 - January 2010
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2013
Master of Business Administration (MBA), Finance and Securities Analysis
Oregon State University 2001 — 2006
Bachelor of Science (BS), Business Administration
Oregon State University 2001 — 2006
Bachelor of Science (BS), Foreign Language - Spanish
Oregon State University 2001 — 2006
Bachelor of Arts (BA), International Studies
Mazama Capital Management June 2012 - August 2012
TransCanada February 2010 - August 2011
TransCanada October 2008 - January 2010
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2013
Master of Business Administration (MBA), Finance and Securities Analysis
Oregon State University 2001 — 2006
Bachelor of Science (BS), Business Administration
Oregon State University 2001 — 2006
Bachelor of Science (BS), Foreign Language - Spanish
Oregon State University 2001 — 2006
Bachelor of Arts (BA), International Studies
Lynna Lewis's Mazama Capital Management Experience April 2004 - September 2008
Job Executive Assistant
Industry Higher Education
Experience
University of Nevada Reno February 2014 - Present
Banfield Pet Hospital May 2011 - September 2013
Portland State University March 2009 - May 2011
Mazama Capital Management April 2004 - September 2008
Wolters Kluwer July 2001 - April 2004
CarDay.com May 2000 - July 2001
Skills
Office Management, Microsoft Excel, Editing, Public Speaking, Event Management, PowerPoint, Travel Planning, Microsoft Word, Event Planning, Corporate Events, Events, Multi Tasking, Setting Priorities, Communication Skills, Singing, Voice Over, Voiceovers, Voice Acting, Customer Service, Fundraising, Dogs, Team Building, Animal Welfare, Teamwork, Process Scheduler, Microsoft Office, Training, Management
Education
Brandeis University 1988 — 1992
Bachelor’s Degree, Theatre Arts, Cum Laude
National Shakespeare Conservatory 1988 — 1988
Theatre Arts
University of Nevada Reno February 2014 - Present
Banfield Pet Hospital May 2011 - September 2013
Portland State University March 2009 - May 2011
Mazama Capital Management April 2004 - September 2008
Wolters Kluwer July 2001 - April 2004
CarDay.com May 2000 - July 2001
Skills
Office Management, Microsoft Excel, Editing, Public Speaking, Event Management, PowerPoint, Travel Planning, Microsoft Word, Event Planning, Corporate Events, Events, Multi Tasking, Setting Priorities, Communication Skills, Singing, Voice Over, Voiceovers, Voice Acting, Customer Service, Fundraising, Dogs, Team Building, Animal Welfare, Teamwork, Process Scheduler, Microsoft Office, Training, Management
Education
Brandeis University 1988 — 1992
Bachelor’s Degree, Theatre Arts, Cum Laude
National Shakespeare Conservatory 1988 — 1988
Theatre Arts
Kristy Krueger Kristy Krueger's Mazama Capital Management Experience May 2008 - August 2012
Job Associate Product Line Manager at Nike
Industry Investment Management
Experience
Nike August 2014 - Present
Nike August 2012 - August 2014
Mazama Capital Management May 2008 - August 2012
Nordstrom May 2005 - May 2008
Skills
Management, Event Planning, Microsoft Excel, Fundraising, PowerPoint, Sales, Microsoft Office, Marketing, Strategic Planning, Team Building
Education
Oregon State University 2000 — 2004
BS, Consumer Merchandising/Retailing Management
Nike August 2014 - Present
Nike August 2012 - August 2014
Mazama Capital Management May 2008 - August 2012
Nordstrom May 2005 - May 2008
Skills
Management, Event Planning, Microsoft Excel, Fundraising, PowerPoint, Sales, Microsoft Office, Marketing, Strategic Planning, Team Building
Education
Oregon State University 2000 — 2004
BS, Consumer Merchandising/Retailing Management
Derek Ebel Derek Ebel's Mazama Capital Management Experience March 2004 - April 2011
Job Senior Vice President Sector Portfolio Manager at Quest Investment Management
Industry Investment Management
Experience
Quest Investment Management April 2011 - Present
Mazama Capital Management March 2004 - April 2011
Nortel Networks 2002 - 2003
UBS January 1999 - January 2002
AT&T 1995 - 1999
Skills
Equities, Portfolio Management, Investments, Alternative Investments, Asset Managment, Financial Modeling, Valuation, Asset Allocation, Financial Analysis, Equity Research, Asset Management, Investment Management, Mutual Funds, Institutional..., Financial Advisory, Analysis, Investment Strategies, Strategy, Finance, Management, Investment Advisory, Wealth Management, Capital Markets, Series 7
Education
University of Portland 1999 — 2002
MBA, Business Administration and Management, General, 3.90
Oregon State University 1989 — 1993
BS, Finance
Quest Investment Management April 2011 - Present
Mazama Capital Management March 2004 - April 2011
Nortel Networks 2002 - 2003
UBS January 1999 - January 2002
AT&T 1995 - 1999
Skills
Equities, Portfolio Management, Investments, Alternative Investments, Asset Managment, Financial Modeling, Valuation, Asset Allocation, Financial Analysis, Equity Research, Asset Management, Investment Management, Mutual Funds, Institutional..., Financial Advisory, Analysis, Investment Strategies, Strategy, Finance, Management, Investment Advisory, Wealth Management, Capital Markets, Series 7
Education
University of Portland 1999 — 2002
MBA, Business Administration and Management, General, 3.90
Oregon State University 1989 — 1993
BS, Finance
Nick Barsotti Nick Barsotti's Mazama Capital Management Experience January 2002 - January 2012
Job Network Systems Administrator at FLIR Systems
Industry Defense & Space
Experience
FLIR Systems January 2012 - Present
Mazama Capital Management January 2002 - January 2012
Skills
VMware Infrastructure, Active Directory, iSCSI, NFS, DNS management, DHCP, Symantec Endpoint..., Windows Server 2008, Windows Server 2003, Windows 7, Windows XP Professional, Oasys, XenDesktop, XenApp, HP Procurve, Juniper, Sonicwall, LAN/WAN, MPLS VPN, vSphere, Microsoft Exchange, SQL Server 2000-2008, Citrix, WAN, Citrix Metaframe, Windows Server, Network Security, LAN-WAN, Hardware, IT Management, VMware
Education
University of Oregon 1997 — 2001
Bachelor of Science, General Science
FLIR Systems January 2012 - Present
Mazama Capital Management January 2002 - January 2012
Skills
VMware Infrastructure, Active Directory, iSCSI, NFS, DNS management, DHCP, Symantec Endpoint..., Windows Server 2008, Windows Server 2003, Windows 7, Windows XP Professional, Oasys, XenDesktop, XenApp, HP Procurve, Juniper, Sonicwall, LAN/WAN, MPLS VPN, vSphere, Microsoft Exchange, SQL Server 2000-2008, Citrix, WAN, Citrix Metaframe, Windows Server, Network Security, LAN-WAN, Hardware, IT Management, VMware
Education
University of Oregon 1997 — 2001
Bachelor of Science, General Science
Jessica Mills, PHR's Mazama Capital Management Experience May 2007 - June 2012
Job Senior HR Generalist at Urban Airship
Industry Computer Software
Experience
Urban Airship May 2013 - Present
Monsoon Commerce July 2012 - May 2013
Mazama Capital Management May 2007 - June 2012
First American Title October 2005 - May 2007
The Talon Group January 2004 - September 2005
Skills
Employee Benefits, HRIS, Event Planning, ADP Payroll, Microsoft Technologies, Mac OS X, QuickBooks, Employee Relations, Human Resources, Talent Management, Organizational..., Onboarding, Recruiting, Applicant Tracking..., Deferred Compensation
Education
The University of Kansas 1999 — 2003
BFA, Graphic Design
Portland State University 2011 — 2012
Human Resources Management
Urban Airship May 2013 - Present
Monsoon Commerce July 2012 - May 2013
Mazama Capital Management May 2007 - June 2012
First American Title October 2005 - May 2007
The Talon Group January 2004 - September 2005
Skills
Employee Benefits, HRIS, Event Planning, ADP Payroll, Microsoft Technologies, Mac OS X, QuickBooks, Employee Relations, Human Resources, Talent Management, Organizational..., Onboarding, Recruiting, Applicant Tracking..., Deferred Compensation
Education
The University of Kansas 1999 — 2003
BFA, Graphic Design
Portland State University 2011 — 2012
Human Resources Management
Krystal Daibes's Mazama Capital Management Experience July 2014 - Present
Job Portfolio Analyst at Mazama Capital Management
Industry Investment Management
Experience
Mazama Capital Management July 2014 - Present
Mazama Capital Management February 2013 - July 2014
Mazama Capital Management June 2010 - December 2013
Roehl & Yi Investment Advisors July 2009 - June 2010
Precision Structural Engineering June 2008 - September 2008
Skills
Market Research, Financial Modeling, Analysis, Financial Analysis, Investments, Excel, PowerPoint, Word, Microsoft Excel, Microsoft Word, Equities, Strategic Planning, Portfolio Management, Investment Management, Asset Allocation, Finance, Mutual Funds
Education
University of Oregon
Master of Business Administration, Finance, Securities Analysis Center
Oregon Institute of Technology
Bachelor of Science, Marketing and Business Management
Mazama Capital Management July 2014 - Present
Mazama Capital Management February 2013 - July 2014
Mazama Capital Management June 2010 - December 2013
Roehl & Yi Investment Advisors July 2009 - June 2010
Precision Structural Engineering June 2008 - September 2008
Skills
Market Research, Financial Modeling, Analysis, Financial Analysis, Investments, Excel, PowerPoint, Word, Microsoft Excel, Microsoft Word, Equities, Strategic Planning, Portfolio Management, Investment Management, Asset Allocation, Finance, Mutual Funds
Education
University of Oregon
Master of Business Administration, Finance, Securities Analysis Center
Oregon Institute of Technology
Bachelor of Science, Marketing and Business Management
Blaine Dickason Blaine Dickason's Mazama Capital Management Experience 2004 - 2009
Job Head Trader, Fixed Income Portfolio Manager at Quest Investment Management, Inc.
Industry Financial Services
Experience
Quest Investment Management, Inc 2009 - Present
Mazama Capital Management 2004 - 2009
Wells Fargo Securities 2001 - 2004
Skills
Trading, Capital Markets, Trading Systems, Financial Markets, Fixed Income, Securities, Portfolio Management, Investments, Bloomberg, Series 7, Asset Management, Mutual Funds, fundraising, Institutional..., Equities, Equity Trading
Education
Reed College 1990 — 1994
Bachelor of Arts (B.A.), Biology, General
Quest Investment Management, Inc 2009 - Present
Mazama Capital Management 2004 - 2009
Wells Fargo Securities 2001 - 2004
Skills
Trading, Capital Markets, Trading Systems, Financial Markets, Fixed Income, Securities, Portfolio Management, Investments, Bloomberg, Series 7, Asset Management, Mutual Funds, fundraising, Institutional..., Equities, Equity Trading
Education
Reed College 1990 — 1994
Bachelor of Arts (B.A.), Biology, General
NaiChing Kuo NaiChing Kuo's Mazama Capital Management Experience July 2010 - August 2010
Job Finance MBA
Industry Investment Management
Experience
Levitt Capital November 2010 - May 2011
Mazama Capital Management July 2010 - August 2010
Bank Sinopac Ltd. May 2006 - May 2007
SiiX Corporation November 2004 - February 2006
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2010
MBA, Finance
Levitt Capital November 2010 - May 2011
Mazama Capital Management July 2010 - August 2010
Bank Sinopac Ltd. May 2006 - May 2007
SiiX Corporation November 2004 - February 2006
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2010
MBA, Finance
Michael Clulow, CFA's Mazama Capital Management Experience 2002 - Present
Job Sector Portfolio Manager at Mazama Capital Mgt.
Industry Financial Services
Experience
Mazama Capital Management 2002 - Present
UBS 2000 - 2002
CIBC World Markets 1998 - 2000
Gruntal & Company 1997 - 1998
TIAA-CREF 1996 - 1997
Instinet Incorporated 1995 - 1995
PNC 1990 - 1994
Education
Chartered Financial Analyst 2000 — 2002
CFA, Passed all three levels
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance & Economics Double Major, Honors Graduate
Miami University 1986 — 1990
Bachelor's degree, Finance Major
Mazama Capital Management 2002 - Present
UBS 2000 - 2002
CIBC World Markets 1998 - 2000
Gruntal & Company 1997 - 1998
TIAA-CREF 1996 - 1997
Instinet Incorporated 1995 - 1995
PNC 1990 - 1994
Education
Chartered Financial Analyst 2000 — 2002
CFA, Passed all three levels
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance & Economics Double Major, Honors Graduate
Miami University 1986 — 1990
Bachelor's degree, Finance Major
Jason Flaherty's Mazama Capital Management Experience November 2007 - April 2009
Job
Industry Computer Software
Experience
Advent Software October 2010 - April 2014
Mazama Capital Management November 2007 - April 2009
Bank of America/ Fleet Specialists March 2000 - March 2007
Delta Airlines February 1997 - January 2003
The Inn Home for Boys August 1996 - August 1997
Skills
Risk Management, Equities, Asset Managment, Financial Modeling, Portfolio Management, Investments, Mutual Funds, Financial Analysis, Valuation, New Business Development, Analysis, Fixed Income, Business Strategy, Strategic Planning, Trading
Education
College of the Holy Cross 1992 — 1996
Bachelor of Arts, History
Chaminade High School 1988 — 1992
Advent Software October 2010 - April 2014
Mazama Capital Management November 2007 - April 2009
Bank of America/ Fleet Specialists March 2000 - March 2007
Delta Airlines February 1997 - January 2003
The Inn Home for Boys August 1996 - August 1997
Skills
Risk Management, Equities, Asset Managment, Financial Modeling, Portfolio Management, Investments, Mutual Funds, Financial Analysis, Valuation, New Business Development, Analysis, Fixed Income, Business Strategy, Strategic Planning, Trading
Education
College of the Holy Cross 1992 — 1996
Bachelor of Arts, History
Chaminade High School 1988 — 1992
Helen Degener's Mazama Capital Management Experience 1999 - Present
Job Director at Mazama Capital Management
Industry Financial Services
Experience
Mazama Capital Management 1999 - Present
Reservoir Investments 1990 - Present
Fiduciary Trust Company 1994 - 1999
J.P. Morgan 1981 - 1994
Skills
Investments, Equities, Portfolio Management, Valuation, Financial Modeling, Financial Analysis, Business Strategy, New Business Development, Analysis, Asset Managment, Strategic Planning, Strategic Financial..., Risk Management, Wealth Management, Project Management
Education
Lake Erie College 1959 — 1963
BA, Economics
NYU Stern School of Business
----
Mazama Capital Management 1999 - Present
Reservoir Investments 1990 - Present
Fiduciary Trust Company 1994 - 1999
J.P. Morgan 1981 - 1994
Skills
Investments, Equities, Portfolio Management, Valuation, Financial Modeling, Financial Analysis, Business Strategy, New Business Development, Analysis, Asset Managment, Strategic Planning, Strategic Financial..., Risk Management, Wealth Management, Project Management
Education
Lake Erie College 1959 — 1963
BA, Economics
NYU Stern School of Business
----
Andrew Grill's Mazama Capital Management Experience May 2008 - April 2009
Job Senior Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte June 2013 - Present
Samaritan Health Services November 2011 - May 2013
Samaritan Health Services August 2010 - November 2011
Samaritan Health Services September 2009 - August 2010
Mazama Capital Management May 2008 - April 2009
Weyerhaeuser May 2006 - May 2008
Education
Oregon State University 2010 — 2012
Masters, Business Administration
Oregon State University 2003 — 2008
BS, Business Administration: Management Information Systems
Deloitte June 2013 - Present
Samaritan Health Services November 2011 - May 2013
Samaritan Health Services August 2010 - November 2011
Samaritan Health Services September 2009 - August 2010
Mazama Capital Management May 2008 - April 2009
Weyerhaeuser May 2006 - May 2008
Education
Oregon State University 2010 — 2012
Masters, Business Administration
Oregon State University 2003 — 2008
BS, Business Administration: Management Information Systems
Brant DeMuth, CFA MBA's Mazama Capital Management Experience January 2005 - June 2011
Job VP of Finance, Synergy Resources Corp
Industry Oil & Energy
Experience
Synergy Resources Corp October 2014 - Present
DJ Resources, LLC. August 2013 - September 2014
Gevo June 2011 - May 2013
Mazama Capital Management January 2005 - June 2011
AIM Capital Management / Invesco July 1996 - December 2004
Public Employees Retirement Association of Colorado - PERA 1992 - 1996
Skills
Financial Analysis, Portfolio Management, Asset Management, Investments, Equities, Valuation, Financial Modeling, Mergers, Analysis, Strategic Planning, Derivatives, Options, Business Planning, Forecasting, Economics, Risk Management, Business Strategy, Hedge Funds, Alternative Investments, Trading, Investor Relations, Executive Management, New Business Development, Mutual Funds, Asset Managment, Mergers & Acquisitions, Due Diligence, Strategic Partnerships, International Joint..., Strategy, Equity Research, Corporate Development, Equity Trading, Venture Capital, Investment Management, Leadership, Corporate Finance, Asset Allocation, Fixed Income, Private Equity, IPO, Equity Valuation, Oil & Gas Industry, Oilfield, At Multitasking, Management
Education
University of Denver - Daniels College of Business 1983 — 1984
MBA, Energy
Colorado State University 1979 — 1983
BS, Business
Synergy Resources Corp October 2014 - Present
DJ Resources, LLC. August 2013 - September 2014
Gevo June 2011 - May 2013
Mazama Capital Management January 2005 - June 2011
AIM Capital Management / Invesco July 1996 - December 2004
Public Employees Retirement Association of Colorado - PERA 1992 - 1996
Skills
Financial Analysis, Portfolio Management, Asset Management, Investments, Equities, Valuation, Financial Modeling, Mergers, Analysis, Strategic Planning, Derivatives, Options, Business Planning, Forecasting, Economics, Risk Management, Business Strategy, Hedge Funds, Alternative Investments, Trading, Investor Relations, Executive Management, New Business Development, Mutual Funds, Asset Managment, Mergers & Acquisitions, Due Diligence, Strategic Partnerships, International Joint..., Strategy, Equity Research, Corporate Development, Equity Trading, Venture Capital, Investment Management, Leadership, Corporate Finance, Asset Allocation, Fixed Income, Private Equity, IPO, Equity Valuation, Oil & Gas Industry, Oilfield, At Multitasking, Management
Education
University of Denver - Daniels College of Business 1983 — 1984
MBA, Energy
Colorado State University 1979 — 1983
BS, Business
Heather Bulloch, CPA's Mazama Capital Management Experience June 2004 - April 2006
Job Controller
Industry Accounting
Experience
Multnomah Athletic Club August 2015 - Present
Waggener Edstrom Communications May 2014 - July 2015
Waggener Edstrom Worldwide June 2010 - April 2014
Lexmark International April 2009 - March 2010
NBS Real Estate Capital April 2006 - January 2009
Mazama Capital Management June 2004 - April 2006
Moss Adams LLP July 2001 - June 2004
Skills
General Ledger, Account Reconciliation, Financial Statements, Cash Management, Financial Reporting, GAAP, Accounting, Fixed Assets, Cash Flow, CPA, US GAAP, VAT, Accruals, Statutory Accounting, Accounts Receivable, Financial Analysis
Education
Linfield College 1997 — 2001
Bachelor of Science, Accounting
Multnomah Athletic Club August 2015 - Present
Waggener Edstrom Communications May 2014 - July 2015
Waggener Edstrom Worldwide June 2010 - April 2014
Lexmark International April 2009 - March 2010
NBS Real Estate Capital April 2006 - January 2009
Mazama Capital Management June 2004 - April 2006
Moss Adams LLP July 2001 - June 2004
Skills
General Ledger, Account Reconciliation, Financial Statements, Cash Management, Financial Reporting, GAAP, Accounting, Fixed Assets, Cash Flow, CPA, US GAAP, VAT, Accruals, Statutory Accounting, Accounts Receivable, Financial Analysis
Education
Linfield College 1997 — 2001
Bachelor of Science, Accounting
Erik Wald's Mazama Capital Management Experience June 2006 - January 2012
Job Vice President, Senior Equity Research Analyst at Quest Investment Management
Industry Financial Services
Experience
Quest Investment Management 2012 - Present
Mazama Capital Management June 2006 - January 2012
Touchstone Investment Managers 2003 - 2006
D.A. Davidson & Co. January 2000 - January 2003
Skills
Asset Management, Equity Research, Financial Modeling, Investments, Equities, Portfolio Management, Alternative Investments, Valuation, Asset Allocation, Investment Management, Investor Relations, Hedge Funds, Trading, Capital Markets, Financial Analysis, Bloomberg, Fixed Income, Mutual Funds, Investment Banking, Series 7, Private Equity, Finance, Securities
Education
University of Oregon - Charles H. Lundquist College of Business 1996 — 2000
Business, Finance, Marketing, Economics
Quest Investment Management 2012 - Present
Mazama Capital Management June 2006 - January 2012
Touchstone Investment Managers 2003 - 2006
D.A. Davidson & Co. January 2000 - January 2003
Skills
Asset Management, Equity Research, Financial Modeling, Investments, Equities, Portfolio Management, Alternative Investments, Valuation, Asset Allocation, Investment Management, Investor Relations, Hedge Funds, Trading, Capital Markets, Financial Analysis, Bloomberg, Fixed Income, Mutual Funds, Investment Banking, Series 7, Private Equity, Finance, Securities
Education
University of Oregon - Charles H. Lundquist College of Business 1996 — 2000
Business, Finance, Marketing, Economics
Allison Baumann, MSW, ACSW's Mazama Capital Management Experience March 2007 - September 2008
Job Clinical Social Worker
Industry Individual & Family Services
Experience
St. Francis High School July 2015 - Present
Hospice of the Valley, San Jose October 2014 - July 2015
Adopt International & Domestic Services August 2012 - October 2014
Family & Children's Agency September 2011 - August 2012
Mazama Capital Management March 2007 - September 2008
Education
New York University 2010 — 2011
Masters, Social Work
Oregon State University 2001 — 2006
Bachelor of Science, Human Development and Family Studies, General
St. Francis High School July 2015 - Present
Hospice of the Valley, San Jose October 2014 - July 2015
Adopt International & Domestic Services August 2012 - October 2014
Family & Children's Agency September 2011 - August 2012
Mazama Capital Management March 2007 - September 2008
Education
New York University 2010 — 2011
Masters, Social Work
Oregon State University 2001 — 2006
Bachelor of Science, Human Development and Family Studies, General
Jay Hadley's Mazama Capital Management Experience June 2013 - July 2013
Job Investment Banking Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
Cornerstone Continuity Partners September 2014 - January 2015
J.P. Morgan June 2014 - August 2014
Pine Creek Partners February 2014 - June 2014
Mazama Capital Management June 2013 - July 2013
Eaton Vance May 2011 - April 2013
Eaton Vance January 2009 - April 2011
Kimpton Hotels October 2008 - December 2008
Complejo Creativo September 2006 - December 2006
Skills
Financial Modeling, Financial Analysis, Economics, Finance, Spanish, Accounting, Data Analysis, Leadership, Strategy, Investment Banking, Equity Research, Private Equity
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
Western Washington University 2003 — 2008
B.A., Finance, International Business
J.P. Morgan July 2015 - Present
Cornerstone Continuity Partners September 2014 - January 2015
J.P. Morgan June 2014 - August 2014
Pine Creek Partners February 2014 - June 2014
Mazama Capital Management June 2013 - July 2013
Eaton Vance May 2011 - April 2013
Eaton Vance January 2009 - April 2011
Kimpton Hotels October 2008 - December 2008
Complejo Creativo September 2006 - December 2006
Skills
Financial Modeling, Financial Analysis, Economics, Finance, Spanish, Accounting, Data Analysis, Leadership, Strategy, Investment Banking, Equity Research, Private Equity
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
Western Washington University 2003 — 2008
B.A., Finance, International Business
Brian Alfrey's Mazama Capital Management Experience Regional VP/Product ManagerBISYS Fund Services1994 - 1997
Job COO/CFO at Mazama Capital Management
Industry Investment Management
Experience
Mazama Capital Management Regional VP/Product ManagerBISYS Fund Services1994 - 1997
Skills
Asset Managment, Equities, Alternative Investments, Investments, Financial Modeling, Financial Analysis, Asset Management
Education
Portland State University 1990 — 1992
Bachelor of Science (B.S.), Economics
Mazama Capital Management Regional VP/Product ManagerBISYS Fund Services1994 - 1997
Skills
Asset Managment, Equities, Alternative Investments, Investments, Financial Modeling, Financial Analysis, Asset Management
Education
Portland State University 1990 — 1992
Bachelor of Science (B.S.), Economics
Sean Copus's Mazama Capital Management Experience June 2011 - August 2011
Job Senior Analyst at Pension Consulting Alliance
Industry Investment Management
Experience
Pension Consulting Alliance July 2012 - Present
Mazama Capital Management June 2011 - August 2011
State Street March 2007 - August 2010
Skills
Investment Management, Financial Modeling, Financial Analysis, Finance, Microsoft Excel, Fund Accounting, Equities, Equity Research, PowerPoint, Valuation, Investments, Microsoft Word, Portfolio Management, Due Diligence, Equity Valuation, Alternative Investments
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2012
MBA, Finance & Securities Analysis
Kansas State University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Kansas State University 2001 — 2006
Bachelor of Science (BS), Economics
Pension Consulting Alliance July 2012 - Present
Mazama Capital Management June 2011 - August 2011
State Street March 2007 - August 2010
Skills
Investment Management, Financial Modeling, Financial Analysis, Finance, Microsoft Excel, Fund Accounting, Equities, Equity Research, PowerPoint, Valuation, Investments, Microsoft Word, Portfolio Management, Due Diligence, Equity Valuation, Alternative Investments
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2012
MBA, Finance & Securities Analysis
Kansas State University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Kansas State University 2001 — 2006
Bachelor of Science (BS), Economics
Helen Degener's Mazama Capital Management Experience 1999 - 2015
Job Vice President, portfolio manager at The Mathes Company
Industry Investment Management
Experience
The Mathes Company 1999 - Present
Reservoir Investments 1987 - Present
Mazama Capital Management 1999 - 2015
Fiduciary Trust Company International 1994 - 1999
J.P. Morgan 1981 - 1994
Lepercq de Neuflize 1976 - 1981
Manufacturers Hanover Trust 1970 - 1976
Skills
Equities, Portfolio Management, Investments
Education
New York University - Leonard N. Stern School of Business 1967 — 1970
Security Analysis & Corporate Finance
Lake Erie College for Women 1959 — 1963
BA, Economics, English
Clark University
Special Education and Teaching, Graduate School
Worcester State University
Teaching Certificate, Graduate School
University of Copenhagen
Economics, Semester abroad
The Mathes Company 1999 - Present
Reservoir Investments 1987 - Present
Mazama Capital Management 1999 - 2015
Fiduciary Trust Company International 1994 - 1999
J.P. Morgan 1981 - 1994
Lepercq de Neuflize 1976 - 1981
Manufacturers Hanover Trust 1970 - 1976
Skills
Equities, Portfolio Management, Investments
Education
New York University - Leonard N. Stern School of Business 1967 — 1970
Security Analysis & Corporate Finance
Lake Erie College for Women 1959 — 1963
BA, Economics, English
Clark University
Special Education and Teaching, Graduate School
Worcester State University
Teaching Certificate, Graduate School
University of Copenhagen
Economics, Semester abroad