Obermeyer Asset Management Company
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Obermeyer Asset Management Company Employees
Square February 2015 - Present
Square June 2014 - February 2015
Square November 2013 - June 2014
OrderAhead August 2012 - November 2013
Skidmore-Saratoga Entrepreneurial Partnership January 2011 - May 2012
JP Morgan Chase June 2011 - August 2011
Obermeyer Asset Management Company June 2010 - August 2010
Nourished LLC. May 2009 - July 2009
Grateful Deli June 2007 - August 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, STATA, Sales, Stata, Sword Fighting, Investments, Due Diligence, Business Planning, Fixed Income, Market Research, Accounting, Financial Analysis, Business Strategy, Business Development, Marketing, Salesforce.com, Social Media Marketing, Marketing Strategy, New Business Development, Astronomy, Juice
Education
Skidmore College 2008 — 2012
Bachelor of Science (BS), Economics, Management & Business, Environmental Studies, Magna cum laude
Johnson & Johnson May 2014 - August 2014
Johnson Graduate School of Management at Cornell University January 2014 - May 2014
IES Engineers August 2012 - July 2013
Obermeyer Asset Management Company June 2011 - July 2011
Skills
Project Management, Sustainability, Data Analysis, Microsoft Office, Regression Testing, SQL, Google Analytics, Environmental..., PowerPoint, Environmental Consulting, Environmental Compliance, Cpr Certified, Industrial Hygiene, Auditing
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Wesleyan University 2008 — 2012
Bachelor of Arts (B.A.), Mathematical Economics & Environmental Science
Obermeyer Asset Management Company 2008 - Present
Obermeyer Asset Management 2000 - 2008
Janus Capital Group 1997 - 1998
Skills
Financial Analysis, Asset Managment, Hedge Funds, Asset Allocation, Equities, Equity Valuation, Portfolio Management, Equity Research, Investments, Fixed Income, Mutual Funds, Investment Management, Capital Markets, Investment Advisory, Value Investing, Financial Modeling, Chartered Financial..., Financial Structuring, Investment Strategies, Asset Management, Alternative Investments, Mergers, Securitization, Credit Derivatives, Securities, Fund Of Funds, Bloomberg, Bonds, ETFs, Global Macro, Emerging Markets, Finance, Valuation
Education
Arizona State University, W. P. Carey School of Business 1998 — 2000
MBA, Finance
University of Colorado Boulder 1985 — 1989
Economics
York High School 1981 — 1985
Avery Coonley 1978 — 1981
Deloitte September 2013 - Present
Stanford University September 2012 - June 2013
Habitat for Humanity International June 2012 - July 2012
Obermeyer Asset Management Company July 2011 - September 2011
Volkswagen AG June 2011 - July 2011
Denver Theater Academy June 2008 - August 2010
Skills
Product Design, Business Case Modelling, Creative Problem Solving, Manufacturing Operations, Strategic Planning, Adobe Creative Suite, Data Analysis, Marketing Strategy, Needfinding, Patent Applications, College Recruiting, Proposal Support, Problem Solving
Education
Stanford University 2009 — 2013
Bachelor of Science (BS), Engineering - Product Design
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2012
Business Bridge Program, Business
Johnston & Associates, Inc. September 2015 - Present
Obermeyer Wood Investment Counsel, LLLP October 2014 - August 2015
Obermeyer Asset Management Company November 2007 - September 2014
Bear Stearns Asset Management August 2006 - October 2007
Janus Capital Group April 1991 - July 2006
Janus Capital April 1991 - July 2006
Janus Capital Management April 1991 - July 2006
Skills
Asset Management, Investments, Mutual Funds, Asset Managment, Wealth Management, Investment Advisory, New Business Development, Asset Allocation, Institutional, Relationship Management, Retirement, Financial Services, Alternative Investments, Business Development, Equity Research, Bonds, Financial Advisory, Wholesale, Equities, Series 63, Securities, 401k, Retirement Planning, Private Equity, Series 7, Customer Service, Fixed Income, Separately Managed..., Investment Strategies, Investment Management, Capital Markets, ETFs, Wealth Management..., Institutional..., Fund Of Funds, Portfolio Management, Series 24, FINRA, Series 6, Series 65, Hedge Funds, Investor Relations, High Net Worth..., Client Services, Options, Customer Relations, Wholesaling, Client Service, RIA, Equity Trading
Education
University of Colorado at Boulder 1982 — 1988
Bachelor of Science, Finance and Marketing
Aon Hewitt Investment Consulting July 2014 - Present
Auburn University August 2009 - December 2013
Obermeyer Asset Management Company May 2012 - July 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Research, Coaching, Teamwork
Education
Auburn University 2012 — 2013
Master of Science in Business Administration, Finance
Auburn University, College of Business 2009 — 2012
Bachelor of Science in Business Administration, Finance, Spanish
Highland Park High School 2005 — 2009
Obermeyer Asset Management Company October 1998 - Present
Columbia Partners Investment Management 1995 - 1998
Skills
Asset Managment, Fixed Income, Investment Advisory, Hedge Funds, Capital Markets, Investment Strategies, Bloomberg, Asset Management, Asset Allocation, Portfolio Management, Equities, Securities, Mutual Funds, Investments, Alternative Investments, Investment Management
Education
University of Colorado at Boulder - Leeds School of Business 1992 — 1994
MBA, Finance
University of Delaware 1980 — 1984
BS Math
Obermeyer Asset Management Company May 2013 - August 2013
Wells Fargo Advisors May 2012 - August 2012
FirstValuation, LLC May 2011 - August 2011
Skills
Investment Strategies, Computer Science, Foreign Languages, Trade Finance, Equity Research, Securities, Financial Modeling, Financial Analysis, Finance, Corporate Finance, Risk Management, Banking, Bloomberg, Investments, Network Infrastructure, C++, Windows, Linux, Mac OS, Spanish, Asset Management, Investment Advisory, Investment Banking, Sales, Social Networking, Digital Photography, Film Editing, Ski
Education
Tufts University 2010 — 2015
International Economics: Emphasis in Finance
Kendal Blue Mullins January 2014 - Present
Obermeyer Asset Management Company October 2009 - January 2014
Mercer July 1999 - July 2009
Skills
Asset Managment
Education
University of Denver - Daniels College of Business 2001 — 2003
MBA, Finance, General
Miami University 1993 — 1997
Bachelor of Science, Business Administration
Obermeyer Asset Management 2014 - Present
Sport Obermeyer, Ltd, 1978 - Present
Ptarmigan Resources & Energy, Inc. 1987 - Present
Obermeyer Asset Management Company 1997 - 2014
Heritage Trust and Asset Management 1994 - 1998
Skills
Registered Investment..., Independent Investment..., Investment, Investment Risk..., Investment Management, Wealth Management, Mutual Funds, Equities, Fixed Income, Cash-Flow Management, Securities, Investment Strategies, Asset Allocation, Retirement Planning, Financial Advisor, Asset Managment, Wealth Preservation, Fiduciary
Education
Harvard Business School 1985 — 1986
Master of Business Administration (MBA)
Harvard College 1980 — 1984
Bachelor of Arts (B.A.), Economics
Harvard University 1980 — 1984