Navellier & Associates
Description
Louis G. Navellier is Chairman and Founder of Navellier & Associates in Reno, Nevada, which manages approximately $2.5 billion in assets. Born: 1957 (age 62 years), Berkeley, CA Education: California State University, East Bay
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Navellier & Associates Employees
Employee
Years
Job
Industry
Chuck Flagg Chuck Flagg's Navellier & Associates Experience September 1998 - May 2003
Job President & CEO at Orion Technologies
Industry Computer & Network Security
Experience
Orion Technologies May 2003 - Present
Navellier & Associates September 1998 - May 2003
Premier Properties June 1995 - September 1998
Skills
Completion, Microsoft Exchange, Computer Security, Windows Server, Cloud Computing, Security, Unified Communications, Sonicwall, Solution Selling, Technical Support, Networking, Disaster Recovery, LAN-WAN, Network Security, SaaS, Virtualization
Education
University of Nevada-Reno 1987 — 2003
Political Science, Buisness
Community College of the Air Force 1988 — 1996
Associates, Imagery Information Sytems
Orion Technologies May 2003 - Present
Navellier & Associates September 1998 - May 2003
Premier Properties June 1995 - September 1998
Skills
Completion, Microsoft Exchange, Computer Security, Windows Server, Cloud Computing, Security, Unified Communications, Sonicwall, Solution Selling, Technical Support, Networking, Disaster Recovery, LAN-WAN, Network Security, SaaS, Virtualization
Education
University of Nevada-Reno 1987 — 2003
Political Science, Buisness
Community College of the Air Force 1988 — 1996
Associates, Imagery Information Sytems
John L. Ranft, CIMA, MBA John L. Ranft, CIMA, MBA's Navellier & Associates Experience January 2008 - June 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2013 - Present
Navellier & Associates January 2008 - June 2013
Prudential Financial August 2003 - December 2007
Manulife Financial August 2002 - June 2003
First Union Securities January 2000 - May 2002
EVEREN Securities October 1995 - December 1999
Gruntal & Company September 1989 - October 1995
Moseley, Hallgarten, Estabrook & Weeden 1983 - 1989
Coopers & Lybrand 1981 - 1983
Skills
Investments, Retirement Planning, Mutual Funds, Sales Management, Sales, Finance, New Business Development
Education
University of California, Berkeley 1977 — 1979
Bachelor of Science (BS), Accounting
San Francisco State University
Master of Business Administration (MBA), Finance, General
Wells Fargo Advisors, LLC June 2013 - Present
Navellier & Associates January 2008 - June 2013
Prudential Financial August 2003 - December 2007
Manulife Financial August 2002 - June 2003
First Union Securities January 2000 - May 2002
EVEREN Securities October 1995 - December 1999
Gruntal & Company September 1989 - October 1995
Moseley, Hallgarten, Estabrook & Weeden 1983 - 1989
Coopers & Lybrand 1981 - 1983
Skills
Investments, Retirement Planning, Mutual Funds, Sales Management, Sales, Finance, New Business Development
Education
University of California, Berkeley 1977 — 1979
Bachelor of Science (BS), Accounting
San Francisco State University
Master of Business Administration (MBA), Finance, General
Dustin Reed Dustin Reed's Navellier & Associates Experience August 1997 - December 2001
Job
Industry Wholesale
Experience
MSM Sheet Metal & Steel Fabrication, Inc December 2013 - Present
MSM Sheet Metal & Steel Fabrication, Inc. January 2012 - December 2013
Hertz Equipment Rental January 2012 - April 2012
Excel Excavating Equipment March 2011 - January 2012
HERTZ Equipment Corp January 2007 - January 2012
Navellier & Associates August 1997 - December 2001
Porsche Cars North America April 1995 - July 1997
Barter Business Network January 1994 - March 1995
Skills
Income Statement, Fleet Management, Purchasing, Project Management, Employee Relations, Lean Thinking, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Lotus Notes, AS400 system, Proofreading, Cost Accounting, Cost Management, EBITDA Growth, Dispatching, Strategic Planning, Estimates, Inventory Management, Contract Negotiation, P&L, Sales Operations, Customer Satisfaction, Team Building, Sales Process, Pricing, Profit
Education
University of Nevada-Reno 1993 — 1997
Bachelor of Business Administration (BBA)
MSM Sheet Metal & Steel Fabrication, Inc December 2013 - Present
MSM Sheet Metal & Steel Fabrication, Inc. January 2012 - December 2013
Hertz Equipment Rental January 2012 - April 2012
Excel Excavating Equipment March 2011 - January 2012
HERTZ Equipment Corp January 2007 - January 2012
Navellier & Associates August 1997 - December 2001
Porsche Cars North America April 1995 - July 1997
Barter Business Network January 1994 - March 1995
Skills
Income Statement, Fleet Management, Purchasing, Project Management, Employee Relations, Lean Thinking, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Lotus Notes, AS400 system, Proofreading, Cost Accounting, Cost Management, EBITDA Growth, Dispatching, Strategic Planning, Estimates, Inventory Management, Contract Negotiation, P&L, Sales Operations, Customer Satisfaction, Team Building, Sales Process, Pricing, Profit
Education
University of Nevada-Reno 1993 — 1997
Bachelor of Business Administration (BBA)
Traci Sinclair Knox, IACCP Traci Sinclair Knox, IACCP's Navellier & Associates Experience August 2002 - February 2015
Job Compliance Advisor at Principal Funds
Industry Financial Services
Experience
Principal Funds March 2015 - Present
Navellier & Associates August 2002 - February 2015
Jones & Stokes January 2002 - June 2002
Skills
Equities, Mutual Funds, Series 7, Series 24, Management, Editing, Finance, Marketing, Strategic Planning, Writing
Education
University of Nevada-Reno
MBA, Business
California State University-Sacramento 1997 — 2002
MA, History
California State University-Sacramento
BA, History
Principal Funds March 2015 - Present
Navellier & Associates August 2002 - February 2015
Jones & Stokes January 2002 - June 2002
Skills
Equities, Mutual Funds, Series 7, Series 24, Management, Editing, Finance, Marketing, Strategic Planning, Writing
Education
University of Nevada-Reno
MBA, Business
California State University-Sacramento 1997 — 2002
MA, History
California State University-Sacramento
BA, History
Ivan Martchev Ivan Martchev's Navellier & Associates Experience June 2011 - Present
Job Investment Specialist, Navellier & Associates
Industry Investment Management
Experience
Navellier & Associates June 2011 - Present
IvestorPlace Media LLC March 2010 - June 2011
The Motley Fool LLC January 2009 - August 2010
Leeb Group January 2008 - November 2008
Capitol Information Group (formerly KCI) May 1998 - November 2007
Leeb Capital Management November 2000 - March 2002
Skills
Investments, Equities, Portfolio Management, Financial Analysis, Equity Research, Bloomberg, Finance
Education
University of Cincinnati College of Business 1996 — 1997
MBA, Finance
American University in Bulgaria/UNA 1991 — 1995
BS, Economics
Navellier & Associates June 2011 - Present
IvestorPlace Media LLC March 2010 - June 2011
The Motley Fool LLC January 2009 - August 2010
Leeb Group January 2008 - November 2008
Capitol Information Group (formerly KCI) May 1998 - November 2007
Leeb Capital Management November 2000 - March 2002
Skills
Investments, Equities, Portfolio Management, Financial Analysis, Equity Research, Bloomberg, Finance
Education
University of Cincinnati College of Business 1996 — 1997
MBA, Finance
American University in Bulgaria/UNA 1991 — 1995
BS, Economics
Peter Knapp Peter Knapp's Navellier & Associates Experience September 1998 - April 2011
Job Division Manager Vireo at Navellier & Associates, Inc.
Industry Investment Management
Experience
Navellier & Associates, Inc. December 2009 - April 2013
Navellier & Associates September 1998 - April 2011
Navellier & Associates, Inc. September 1998 - March 2004
White Rock Capital, LLC October 1996 - September 1998
Prim Ventures, Inc. November 1984 - October 1996
Coopers & Lybrand September 1983 - November 1984
Skills
Product Development, Due Diligence, Private Equity, Equities, Alternative Investments, Investments, Hedge Funds, Portfolio Management, Sales, Sales Management, Endowments, Sales & Marketing..., Wholesale Operations, Family Office, Venture Capital, Valuation, Securities, Asset Managment, Financial Analysis, Wealth Management, Growth Capital, Asset Management, Mutual Funds, Asset Allocation, Investment Strategies, Series 7, Investment Management, Series 63, Finance, Financial Advisory, Separately Managed..., Fixed Income, Fund Of Funds, Series 24, Investment Advisory, FINRA, Risk Management, Financial Services, Series 65, Equity Research, Bonds, Retirement Planning, Investment Banking, Institutional..., Capital Markets, Private Placements, Wealth Management...
Education
University of Oregon School of Law 1980 — 1983
Doctorate Jurisprudence, Taxation; Securities Law
University of Oregon Graduate School of Business 1981 — 1982
Accounting and Finance
University of California, Santa Cruz 1974 — 1978
BA with Honors, Philosophy and Psychology
Navellier & Associates, Inc. December 2009 - April 2013
Navellier & Associates September 1998 - April 2011
Navellier & Associates, Inc. September 1998 - March 2004
White Rock Capital, LLC October 1996 - September 1998
Prim Ventures, Inc. November 1984 - October 1996
Coopers & Lybrand September 1983 - November 1984
Skills
Product Development, Due Diligence, Private Equity, Equities, Alternative Investments, Investments, Hedge Funds, Portfolio Management, Sales, Sales Management, Endowments, Sales & Marketing..., Wholesale Operations, Family Office, Venture Capital, Valuation, Securities, Asset Managment, Financial Analysis, Wealth Management, Growth Capital, Asset Management, Mutual Funds, Asset Allocation, Investment Strategies, Series 7, Investment Management, Series 63, Finance, Financial Advisory, Separately Managed..., Fixed Income, Fund Of Funds, Series 24, Investment Advisory, FINRA, Risk Management, Financial Services, Series 65, Equity Research, Bonds, Retirement Planning, Investment Banking, Institutional..., Capital Markets, Private Placements, Wealth Management...
Education
University of Oregon School of Law 1980 — 1983
Doctorate Jurisprudence, Taxation; Securities Law
University of Oregon Graduate School of Business 1981 — 1982
Accounting and Finance
University of California, Santa Cruz 1974 — 1978
BA with Honors, Philosophy and Psychology
James O'Leary, CFA James O'Leary, CFA's Navellier & Associates Experience May 1996 - December 2013
Job Senior Portfolio Manager at Henry James International Management & Sub Advisor to Navellier & Associates
Industry Financial Services
Experience
Henry James International Management January 2014 - Present
Navellier & Associates May 1996 - December 2013
Lexington Management Corporation 1992 - 1995
Federated Investment Counseling 1985 - 1992
Skills
Portfolio Management, Investments, Emerging Markets, Investor Relations, Equities, Asset Managment, Alternative Investments, Hedge Funds, Asset Allocation, Series 7, Wealth Management, Equity Research, Financial Services, Private Equity, Securities, Financial Analysis, Valuation, Investment Strategies, Mutual Funds, Investment Management
Education
Bowling Green State University
BS, Business
University of Cincinnati College of Business
MBA
University of Cincinnati College of Business
Master of Business Administration (MBA)
Henry James International Management January 2014 - Present
Navellier & Associates May 1996 - December 2013
Lexington Management Corporation 1992 - 1995
Federated Investment Counseling 1985 - 1992
Skills
Portfolio Management, Investments, Emerging Markets, Investor Relations, Equities, Asset Managment, Alternative Investments, Hedge Funds, Asset Allocation, Series 7, Wealth Management, Equity Research, Financial Services, Private Equity, Securities, Financial Analysis, Valuation, Investment Strategies, Mutual Funds, Investment Management
Education
Bowling Green State University
BS, Business
University of Cincinnati College of Business
MBA
University of Cincinnati College of Business
Master of Business Administration (MBA)
Kristen Aldrich Kristen Aldrich's Navellier & Associates Experience October 1998 - July 2003
Job Medical/ Biotech Sales
Industry Biotechnology
Experience
SARSTEDT August 2011 - May 2015
Computerized Screening, Inc. (CSI) January 2009 - March 2010
Covance Cardiac Safety Services/eResearch Technology April 2007 - March 2008
PDI May 2005 - December 2006
Navellier & Associates October 1998 - July 2003
Skills
Medical Devices, Strategic Planning, Customer Service, Cold Calling, Process Improvement, Project Management, Program Management, Sales, Budgets, Healthcare, Product Launch, Team Building, Leadership, Microsoft Office, Marketing
Education
University of Nevada-Reno
Bachelor of Arts (BA), General Studies - Business/ Sciences emphais, 3.6
SARSTEDT August 2011 - May 2015
Computerized Screening, Inc. (CSI) January 2009 - March 2010
Covance Cardiac Safety Services/eResearch Technology April 2007 - March 2008
PDI May 2005 - December 2006
Navellier & Associates October 1998 - July 2003
Skills
Medical Devices, Strategic Planning, Customer Service, Cold Calling, Process Improvement, Project Management, Program Management, Sales, Budgets, Healthcare, Product Launch, Team Building, Leadership, Microsoft Office, Marketing
Education
University of Nevada-Reno
Bachelor of Arts (BA), General Studies - Business/ Sciences emphais, 3.6
Jennifer Couch's Navellier & Associates Experience January 2000 - December 2002
Job Recruiting Proven Talent
Industry Staffing and Recruiting
Experience
SterlingSearchGroup LLC (520)577-4963 July 2012 - Present
Catalina Foothills School District 2011 - 2012
Washoe County School District 2003 - 2010
Navellier & Associates January 2000 - December 2002
Skills
Investments, Public Speaking, Recruiting, Interviews, Talent Acquisition, Sourcing, Management, Executive Search, Applicant Tracking..., Strategy, Training
Education
University of Nevada-Reno 1994 — 1996
Bachelor of Science (B.S.), Human Development and Family Studies
College of Marin 1990 — 1993
Associates in Arts, Natural Sciences
SterlingSearchGroup LLC (520)577-4963 July 2012 - Present
Catalina Foothills School District 2011 - 2012
Washoe County School District 2003 - 2010
Navellier & Associates January 2000 - December 2002
Skills
Investments, Public Speaking, Recruiting, Interviews, Talent Acquisition, Sourcing, Management, Executive Search, Applicant Tracking..., Strategy, Training
Education
University of Nevada-Reno 1994 — 1996
Bachelor of Science (B.S.), Human Development and Family Studies
College of Marin 1990 — 1993
Associates in Arts, Natural Sciences
Kyle R. McCann, CFP® Kyle R. McCann, CFP®'s Navellier & Associates Experience September 2007 - February 2009
Job Principal at KRM Wealth Management, LLC
Industry Investment Management
Experience
KRM Wealth Management, LLC January 2015 - Present
Prutzman Wealth Management LLC September 2009 - January 2015
ELP Capital, Inc. May 2009 - August 2009
Navellier & Associates September 2007 - February 2009
Fidelity Investments October 2006 - July 2007
Skills
Hedge Funds, Asset Managment, Investments, Alternative Investments, Portfolio Management, Securities, Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Series 7, Retirement Planning, Finance, IRAs, Asset Management, Investment Management, Financial Planning, Retirement, Customer Service
Education
College for Financial Planning 2011 — 2012
CFP Professional Education Program
University of Nevada-Reno 2009 — 2011
M.S., Masters in Finance
University of Nevada-Reno 2000 — 2005
B.S., Finance
KRM Wealth Management, LLC January 2015 - Present
Prutzman Wealth Management LLC September 2009 - January 2015
ELP Capital, Inc. May 2009 - August 2009
Navellier & Associates September 2007 - February 2009
Fidelity Investments October 2006 - July 2007
Skills
Hedge Funds, Asset Managment, Investments, Alternative Investments, Portfolio Management, Securities, Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation, Series 7, Retirement Planning, Finance, IRAs, Asset Management, Investment Management, Financial Planning, Retirement, Customer Service
Education
College for Financial Planning 2011 — 2012
CFP Professional Education Program
University of Nevada-Reno 2009 — 2011
M.S., Masters in Finance
University of Nevada-Reno 2000 — 2005
B.S., Finance
Michael Borgen's Navellier & Associates Experience May 1995 - Present
Job Portfolio Manager, Navellier & Associates
Industry Investment Management
Experience
Navellier & Associates May 1995 - Present
Skills
Alternative Investments, Portfolio Management, Asset Managment
Education
University of Nevada-Reno
M.S., Economics
University of Nevada-Reno
B.S., Finance
Navellier & Associates May 1995 - Present
Skills
Alternative Investments, Portfolio Management, Asset Managment
Education
University of Nevada-Reno
M.S., Economics
University of Nevada-Reno
B.S., Finance
Seth Lee's Navellier & Associates Experience November 2011 - Present
Job CIMA ®, V.P. Regional Consultant, Navellier & Associates
Industry Financial Services
Experience
Navellier & Associates November 2011 - Present
Scottrade April 2008 - October 2011
Waddell & Reed September 2006 - April 2008
Education
University of Nevada-Reno
Finance
Navellier & Associates November 2011 - Present
Scottrade April 2008 - October 2011
Waddell & Reed September 2006 - April 2008
Education
University of Nevada-Reno
Finance
Eric Donner's Navellier & Associates Experience January 2000 - January 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Navellier & Associates January 2000 - January 2008
Computer Network Engineering January 1993 - January 2000
Resort Data Processing January 1986 - January 1993
Education
University of California, Santa Barbara 1983 — 1985
BA, Business Economics
Navellier & Associates January 2000 - January 2008
Computer Network Engineering January 1993 - January 2000
Resort Data Processing January 1986 - January 1993
Education
University of California, Santa Barbara 1983 — 1985
BA, Business Economics
Arjen Kuyper's Navellier & Associates Experience February 1992 - Present
Job President at Navellier & Associates
Industry Investment Management
Experience
Navellier & Associates February 1992 - Present
Skills
Portfolio Management, Wealth Management, Equities, Financial Markets, Strategic Planning, Microsoft Office, Investment Management
Education
Colorado State University
MBA, Finance
Navellier & Associates February 1992 - Present
Skills
Portfolio Management, Wealth Management, Equities, Financial Markets, Strategic Planning, Microsoft Office, Investment Management
Education
Colorado State University
MBA, Finance
Carly Simpson's Navellier & Associates Experience May 2015 - Present
Job Reconciliation Specialist at Navellier & Associates, Quality Assurance Analyst at Clear Capital
Industry Investment Management
Experience
Clear Capital May 2015 - Present
Navellier & Associates May 2015 - Present
Skills
Financial Analysis, Finance, Investments, Risk Management, Microsoft Office, Economics, Economic Development, Real Estate Economics, Economic Research, Financial Accounting, Business Analysis, Data Analysis, Communication, Quality Assurance
Education
University of Nevada-Reno 2012 — 2016
Bachelor of Finance/Bachelor of Economics, Finance and Economics, Senior
University of Nevada-Reno 2012 — 2016
Bachelor of Finance, Bachelor of Economics, Finance and Economics
Clear Capital May 2015 - Present
Navellier & Associates May 2015 - Present
Skills
Financial Analysis, Finance, Investments, Risk Management, Microsoft Office, Economics, Economic Development, Real Estate Economics, Economic Research, Financial Accounting, Business Analysis, Data Analysis, Communication, Quality Assurance
Education
University of Nevada-Reno 2012 — 2016
Bachelor of Finance/Bachelor of Economics, Finance and Economics, Senior
University of Nevada-Reno 2012 — 2016
Bachelor of Finance, Bachelor of Economics, Finance and Economics