Morley Financial Services

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Morley Financial Services Employees

Employee
Years
Job
Industry
Shane Johnston Shane Johnston Portland, Oregon Area Details
Shane Johnston's Morley Financial Services Experience September 2000 - Present
Job Senior Portfolio Manager at Morley Financial Services
Industry Investment Management
Experience
Morley Financial Services   September 2000 - Present

Skills
Stable Value, Fixed Income, Asset Allocation, Investments, Bonds, Investment Strategies, Investment Management, Mutual Funds, Asset Management, Alternative Investments, Bloomberg, Portfolio Management, Hedge Funds, Securities, Equities

Education
Northern Arizona University
M.B.A.

University of Oregon
B.S., Economics

Tan Cao Tan Cao Portland, Oregon Details
Tan Cao's Morley Financial Services Experience December 2012 - February 2014
Job
Industry Financial Services
Experience
Morley Financial Services   December 2012 - February 2014
Nike  July 2012 - July 2013
Oregon Secretary of State Audits Division  July 2011 - September 2011
OSU Intercultural Student Services   November 2010 - June 2011
Oregon State University Housing and Dining Services  September 2008 - April 2009
Nike Inc  July 2006 - September 2008

Skills
Microsoft Excel, Bloomberg Terminal, Barclays Point, Fixed Income Analysis, Bloomberg Excel API, R, Access, Java, SQL, Microsoft Office, Bloomberg, MS Excel Pivot Tables, Bloomberg Software, Fixed Income, Barclays Indices, Data Analysis, Shell Scripting

Education
Oregon State University   2007 — 2012
Bachelor of Science (B.S.), Finance, Magna Cum Laude

Oregon State University   2007 — 2012
Bachelor of Science (B.S.), Accounting, Magna Cum Laude

Nancy (Mantalos) Deshler Nancy (Mantalos) Deshler Greater Los Angeles Area Details
Nancy (Mantalos) Deshler's Morley Financial Services Experience 1993 - 2013
Job High School English Teacher
Industry Financial Services
Experience
Alliance Judy Ivie Burton Tech High School   July 2014 - Present
Teach For America  2014 - Present
Morley Financial Services   1993 - 2013
Wyatt Software   1988 - 1993
Patterson Capital Corporation   July 1984 - July 1988

Education
University of Southern California   1982 — 1987
BA/MA, English/Religious Social Ethics

Santa Clara University   1980 — 1982

Joann (Sobchuk) Yates Joann (Sobchuk) Yates Portland, Oregon Area Details
Joann (Sobchuk) Yates's Morley Financial Services Experience 2004 - Present
Job Trust Operations Manager
Industry Investment Management
Experience
Morley Financial Services   2004 - Present
Standard & Poor's   1994 - 2001
Wyatt Software   1992 - 1994
Putnam Investments  1987 - 1992

Skills
Investments, Portfolio Management, Wealth Management, Asset Management, Mutual Funds, Fixed Income, Securities, Equities, Financial Services, Asset Allocation, Investment Management, Investment Strategies, Collective Investment...

Education
Boston University   1979 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General

Boston Latin School   1973 — 1979

Jason Delanty Jason Delanty Portland, Oregon Details
Jason Delanty's Morley Financial Services Experience June 2012 - Present
Job Structured Credit Products Trader at Morley Financial Services
Industry Financial Services
Experience
Morley Financial Services   June 2012 - Present

Skills
Structured Products, Structured Finance, Valuation, Financial Modeling, Entrepreneurship, Bloomberg, Trading, Investment Banking, Equity Research, Data Analysis

Education
Lehigh University   2008 — 2012
Bachelor of Science (BS)

Eric Kienle Eric Kienle Portland, Oregon Details
Eric Kienle's Morley Financial Services Experience July 1995 - August 2000
Job Chief Architect at Marketo
Industry Computer Software
Experience
Marketo  April 2012 - Present
Crowd Factory  December 2006 - April 2012
Oracle Corp  June 2004 - December 2006
Vesta Corporation  2003 - 2005
Intertrust Technologies  2000 - 2001
Morley Financial Services   July 1995 - August 2000
Oregon Health Sciences University  1989 - 1996

Skills
Java, SQL, Scalability, Apache, Web Applications, Agile Methodologies, Linux, Solr, NoSQL, Cassandra, Web Services

Education
Oregon State University   1981 — 1987
BS, Biochemistry and Biophysics

David Roll, CFA David Roll, CFA Greater Seattle Area Details
David Roll, CFA's Morley Financial Services Experience June 2005 - September 2010
Job Client Portfolio Manager at Edge Asset Management
Industry Investment Management
Experience
Edge Asset Management, Inc.   September 2010 - Present
Morley Financial Services   June 2005 - September 2010
FAF Advisors  January 2003 - March 2005
Russell Investments  1997 - 2002

Skills
Investments, Equities, Fixed Income, Asset Management, Institutional, Investment Strategies, Mutual Funds, Asset Managment, Hedge Funds, Alternative Investments, Financial Services, Asset Allocation, Portfolio Management, Investment Advisory

Education
University of Puget Sound   1992 — 1996
BA, Finance, Business

Steven DeSouza Steven DeSouza Portland, Oregon Area Details
Steven DeSouza's Morley Financial Services Experience December 2012 - December 2013
Job Assistant Portfolio Manager at Morley Financial Services
Industry Financial Services
Experience
Principal Financial Group - Morley Financial Services   December 2013 - Present
Morley Financial Services   December 2012 - December 2013
Rubicon Global Group  September 2011 - December 2012
Second Chance Buyback   June 2010 - June 2011
FashionPeddler.com   April 2008 - June 2009

Skills
Investments, Equities, Fixed Income, Financial Analysis, Research, Microsoft Office, Valuation, Finance, Business Strategy, Financial Modeling, Start-ups, Business Valuation, Entrepreneurship, Strategic Planning, Due Diligence, Project Finance, New Business Development, Bloomberg, Bonds, Yield Book, Management, Accounting, Sales, Financial Reporting, Bloomberg Terminal

Education
Portland State University - School of Business   2007 — 2011
Bachelors of Science, Finance

Nancy McFadden Nancy McFadden Portland, Oregon Details
Nancy McFadden's Morley Financial Services Experience July 2012 - Present
Job Senior Fixed Income Analyst at Morley Financial Services
Industry Investment Management
Experience
Morley Financial Services   July 2012 - Present
Pugh Capital Management   September 2004 - June 2012
Safeco Asset Management   May 2001 - August 2004
GE Financial Assurance  1995 - 2001
GE Capital  1995 - 2001
Genworth Financial (formerly GE Financial Assurance)   1995 - 2001

Skills
Portfolio Management, Fixed Income, Credit, Asset Management, Trading, Mutual Funds, Bonds, Insurance, Investments, Financial Modeling, Equities, Bloomberg

Education
Seattle University   1997 — 2001
MBA

Washington State University - College of Business and Economics   1983 — 1987

Mercer Island High School   1981 — 1983

Hawaii Preparatory Academy   1979 — 1981

Reshma Gadd Reshma Gadd Portland, Oregon Details
Reshma Gadd's Morley Financial Services Experience August 2012 - Present
Job Manager Business Operations at Morley Financial Services
Industry Financial Services
Experience
Morley Financial Services   August 2012 - Present
Barclays Capital  October 2010 - July 2012
Barclays Capital  August 2009 - September 2010
Barclays Capital  February 2006 - December 2008

Skills
Fixed Income, Derivatives, Capital Markets, Credit Derivatives, Financial Modeling, Bloomberg, Securitization, Portfolio Management, CDO, Financial Structuring, Emerging Markets, Management, Equities, Investment Banking

Education
University of Delaware   1995 — 1999
BA, Economics, Art History

Bill Finley Bill Finley Portland, Oregon Area Details
Bill Finley's Morley Financial Services Experience April 2010 - Present
Job CIO Stable Value at Morley Financial Services
Industry Financial Services
Experience
Morley Financial Services   April 2010 - Present
Fortis Investments  2008 - 2010
ABN AMRO  1985 - 2008

Education
Northwestern University   1976 — 1978
MBA

University of Nebraska-Lincoln   1972 — 1976
Business

Mark Kummerer CFA Mark Kummerer CFA Portland, Oregon Area Details
Mark Kummerer CFA's Morley Financial Services Experience August 2003 - Present
Job Senior Portfolio Manager at Morley Financial Services
Industry Financial Services
Experience
Morley Financial Services   August 2003 - Present
National City Bank  1998 - 2000
First of America Investment Management Company   1985 - 1998
Bank One Trust Company  1982 - 1987

Skills
Asset Allocation, Investment Strategies, Alternative Investments, Securities, Financial Analysis, Financial Modeling, Fixed Income, Equities, Capital Markets

Education
Western Michigan University   1987 — 1988
MBA Course work

University of Dayton   1985 — 1987
MBA, Finance

Ohio University   1976 — 1980
BBA, Finance

Calvert High School

Lynall Gee Lynall Gee Portland, Oregon Details
Lynall Gee's Morley Financial Services Experience
Job Assistant Portfolio Manager at Morley Financial Services
Industry Financial Services
Experience
Morley Financial Services  

Skills
Investments, Fixed Income, Equities, Portfolio Management, Hedge Funds, Derivatives, Asset Management, Bloomberg, Asset Allocation

Education
University of Oregon
Bachelor of Science (B.S.), Economics