Montana Board of Investments
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Montana Board of Investments Employees
Montana Board of Investments July 2012 - Present
Helena Youth Soccer Association November 2012 - Present
State of Montana Legislative Audit Division August 2009 - June 2012
JOSEPH EVE, Certified Public Accountants January 2009 - July 2009
Anderson ZurMuehlen Certified Public Accountants & Business Advisors September 2007 - September 2008
State of Montana Department of Revenue March 2006 - August 2006
Hamilton Consulting Group January 2005 - April 2005
Skills
Auditing, Tax Preparation, Tax Returns, Income Tax, Tax, Small Business..., Accounting, Tax Research, Partnership Taxation, Financial Reporting, Tax Compliance, S Corporations, Audit, Tax Return Preparation, Federal Tax, Internal Controls, Payroll Taxes, Tax Accounting, GAAP, US GAAP, CPA, Financial Statements, General Ledger, External Audit, Financial Accounting, Revenue Recognition, Journal Entries, Account Reconciliation, Cash Flow, Financial Audits, Accruals, Bank Reconciliation, QuickBooks
Education
Montana State University-Bozeman
Masters of Professional Accountancy, Accounting
Montana State University-Northern
Bachelors Associate in Business Technology, Business, Accounting
Anderson ZurMuehlen Certified Public Accountants & Business Advisors October 2005 - Present
Elmore & Associates, P.C. December 2002 - October 2005
Cascade Cable Constructors October 1998 - October 2001
Oregon Catholic Press September 1996 - September 1998
Kiemle & Hagood Company April 1995 - August 1996
Montana Board of Investments March 1993 - April 1995
MetWest Agribusiness January 1991 - March 1993
Ernst & Young September 1988 - January 1991
Skills
CPA, GAAP, Forensic Accounting, Accounting, QuickBooks, Nonprofit Consulting, Internal Controls, Auditing, Financial Reporting, Nonprofits, Financial Analysis, US GAAP
Education
Montana State University-Bozeman 1984 — 1988
Bachelor's degree, Accounting
Capital High School 1981 — 1984
Montana Board of Investments July 2014 - Present
Michigan Bureau of Investments June 2013 - April 2014
City of Grand Rapids January 2013 - June 2013
Education
Grand Valley State University
Master of Business Administration (M.B.A.), Finance Emphasis
Michigan State University
Bachelor of Arts (B.A.), Finance
US Bank December 2000 - Present
Montana Board of Investments 1998 - December 2000
Education
University of Montana 2000 — 2004
MBA, Business Administration
CFA Institute
CFA, Chartered Financial Analyst
University of Montana 1990 — 1994
B.S., Accounting / Finance
Penner Financial LLC January 2005 - Present
The Montana Higher Education Student Assistance Corporation July 2011 - Present
Montana Public Employee Retirement Administartion July 2004 - Present
Portico Benefit Services August 2003 - August 2009
Montana Board of Investments February 1984 - August 2004
First Interstate Bank September 1981 - February 1984
Skills
Mutual Funds, Investments, Series 7, Chartered Financial..., Asset Allocation, Investment Advisory, Retirement, Trusts, Securities, Finance, Financial Analysis, Asset Management, Employee Benefits
Education
Columbus State University 1976 — 1979
MBA, Business
The University of Montana 1964 — 1968
Business, Accounting
HC Financial Advisors, Inc. October 2008 - Present
Zacks Investment Research March 2003 - September 2008
Manning & Napier 2001 - 2002
Wells Capital Management 1998 - 2001
State of Montana 1997 - 1998
Montana Board of Investments 1997 - 1998
Skills
Asset Allocation, Investment Strategies, Portfolio Management, Equities, Asset Management, Investments, Wealth Management, Equity Research
Education
San Diego State University-California State University 1990 — 1996
Master's degree, Finance, General
La Jolla High School 1983 — 1986
Townsend Health Systems September 2012 - Present
Broadwater Health Center September 2012 - Present
Broadwater County Social Services Committee September 2007 - Present
Broadwater Food Pantry September 2004 - September 2011
Montana Board of Investments 1988 - 1995
Montana Department of Commerce 1987 - 1988
Montana Office of Public Instruction April 1977 - 1987
Hecla Mining 1976 - 1977
North Idaho College August 1969 - May 1973
Skills
Microsoft Office, Fundraising, Strategic Planning, Writing
Education
Montana State University-Bozeman 1963 — 1969
Master of Science, Mathematics
Texas County & District Retirement System 2011 - Present
Montana Board of Investments 2006 - 2011
Insight Capital Research & Management, Inc 1996 - 2005
Education
Santa Clara University
New Mexico State Investment Council September 2010 - Present
Kansas Public Employees Retirement System April 2006 - September 2010
Employees Retirement System of Texas November 1997 - March 2006
Montana Board of Investments August 1987 - November 1997
Skills
Investment Strategies, Investment Management, Investments, Portfolio Management, Asset Allocation, Equities, Asset Management, Pensions, Valuation, Alternative Investments, Fixed Income, Hedge Funds, Private Equity, Retirement, Capital Markets
Education
Montana State University-Bozeman 1982 — 1987
Business Finance, Finance, Economics
Montana Board of Investments January 2005 - Present
MPC Computers June 2003 - January 2005
Radiant Engineering, Inc. June 1995 - June 2002
Natural Selections, Inc. March 1994 - March 2001
Skills
Asset Management, Bloomberg, Investments, Financial Analysis, Fixed Income, Bonds, Portfolio Management, Risk Management, Investment Management, Equities, Finance, Financial Services, Strategic Planning, Mutual Funds, Analysis, Management, Financial Modeling, Investment Strategies, Alternative Investments, Private Equity
Education
The University of Montana - School of Business Administration 2002 — 2003
M.B.A.
Montana State University-Bozeman 1987 — 1991
B.S. in Business, Finance
Montana Board of Investments July 2006 - Present
US Bank 1996 - 2003
IDS Financial 1991 - 1997
Skills
Investments, Portfolio Management, Valuation, Asset Management, Due Diligence, Pension Funds, Alternative Investments
Education
The University of Chicago - Booth School of Business 1989 — 1991
MBA, Accounting and Finance
University of Minnesota-Twin Cities 1983 — 1986
Economics
Montana Board of Investments November 2005 - Present
Standard & Poor's April 1998 - June 2003
Education
University of Minnesota - Carlson School of Management 2003 — 2005
MBA, Finance
University of Missouri-Columbia 1988 — 1993
B.A., Economics, German
Montana Board of Investments October 2005 - Present
Skills
Equities, Financial Modeling, Equity Research, Investments, Fixed Income, Alternative Investments, Private Equity, Mutual Funds, Due Diligence, Fund Of Funds, Retirement Planning
Education
Montana State University-Bozeman 1997 — 2002
Finance, General