Oxford Investment Partners
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Oxford Investment Partners Employees
Employee
Years
Job
Industry
Matt Armistead, CIMA®, CFP® Matt Armistead, CIMA®, CFP®'s Oxford Investment Partners Experience 2004 - 2007
Job Vice President at Beacon Pointe Wealth Advisors
Industry Investment Management
Experience
Beacon Pointe Wealth Advisors October 2014 - Present
Camelback Wealth Management October 2007 - September 2014
Oxford Investment Partners 2004 - 2007
Self 2000 - 2004
Intel 1991 - 2000
Skills
Investments, Alternative Investments, Portfolio Management, Wealth Management, Asset Allocation, Finance, Mutual Funds, Investment Advisory, Investment Management, Investment Strategies, Hedging, Hedge Funds, Equities, Private Equity, Asset Management, Managed Futures, Strategic Financial..., Venture Capital, Emerging Markets, Financial Modeling, Valuation, Fixed Income, Risk Management, ETFs, Private Placements, Financial Planning, Asset Managment, Due Diligence, Securities, Trading, Bonds, Retirement, Equity Research
Education
Stanford University 1986 — 1991
BS, MS, Industrial Engineering
Beacon Pointe Wealth Advisors October 2014 - Present
Camelback Wealth Management October 2007 - September 2014
Oxford Investment Partners 2004 - 2007
Self 2000 - 2004
Intel 1991 - 2000
Skills
Investments, Alternative Investments, Portfolio Management, Wealth Management, Asset Allocation, Finance, Mutual Funds, Investment Advisory, Investment Management, Investment Strategies, Hedging, Hedge Funds, Equities, Private Equity, Asset Management, Managed Futures, Strategic Financial..., Venture Capital, Emerging Markets, Financial Modeling, Valuation, Fixed Income, Risk Management, ETFs, Private Placements, Financial Planning, Asset Managment, Due Diligence, Securities, Trading, Bonds, Retirement, Equity Research
Education
Stanford University 1986 — 1991
BS, MS, Industrial Engineering
Jeremiah Lewis, MSE Jeremiah Lewis, MSE's Oxford Investment Partners Experience February 2011 - May 2011
Job Industrial Engineer at Sysco
Industry Warehousing
Experience
Sysco August 2015 - Present
RGP April 2014 - June 2015
The Global Group of Companies (GSS, FFF, GPS) August 2012 - April 2014
Jabil June 2012 - August 2012
United Food Bank January 2012 - June 2012
Oxford Investment Partners February 2011 - May 2011
Student Success Centers at Arizona State University October 2009 - March 2011
Skills
Statistics, VBA, Analysis, Process Improvement, Microsoft Excel, Six Sigma, Data Analysis, Data Mining, Access, Minitab, Databases, SQL, Statistical Modeling, Supply Chain Management, R, Visual Basic, Microsoft Office, Mathematical Modeling, Spanish, Visio, Operations Research, Programming, Industrial Engineering, Simulations, Customer Service, Regression, Mathematical Programming, Probability, Hypothesis Testing, Quality Control, Experimental Design, Excel, Control Charts, Design of Experiments, Decision Modeling, Pivot Tables
Education
Ira A. Fulton Schools of Engineering at Arizona State University 2009 — 2012
Master's of Science in Industrial Engineering, Industrial Statistics
Arizona State University 2005 — 2009
Bachelor of Science, Mathematics, Economics
Mesa Community College 2001 — 2004
Certificate, Computer Programming Methodology
Sysco August 2015 - Present
RGP April 2014 - June 2015
The Global Group of Companies (GSS, FFF, GPS) August 2012 - April 2014
Jabil June 2012 - August 2012
United Food Bank January 2012 - June 2012
Oxford Investment Partners February 2011 - May 2011
Student Success Centers at Arizona State University October 2009 - March 2011
Skills
Statistics, VBA, Analysis, Process Improvement, Microsoft Excel, Six Sigma, Data Analysis, Data Mining, Access, Minitab, Databases, SQL, Statistical Modeling, Supply Chain Management, R, Visual Basic, Microsoft Office, Mathematical Modeling, Spanish, Visio, Operations Research, Programming, Industrial Engineering, Simulations, Customer Service, Regression, Mathematical Programming, Probability, Hypothesis Testing, Quality Control, Experimental Design, Excel, Control Charts, Design of Experiments, Decision Modeling, Pivot Tables
Education
Ira A. Fulton Schools of Engineering at Arizona State University 2009 — 2012
Master's of Science in Industrial Engineering, Industrial Statistics
Arizona State University 2005 — 2009
Bachelor of Science, Mathematics, Economics
Mesa Community College 2001 — 2004
Certificate, Computer Programming Methodology
Thomas Mella Thomas Mella's Oxford Investment Partners Experience March 2011 - August 2011
Job Transportation Supervisor
Industry Logistics and Supply Chain
Experience
Menlo Logistics January 2015 - Present
Menlo Logistics June 2014 - January 2015
Menlo Logistics February 2014 - 2015
Menlo Worldwide Logistics September 2013 - February 2014
Menlo Worldwide Logistics May 2013 - August 2013
Resolute Performance Contracting February 2013 - May 2013
PepsiCo - Frito Lay June 2012 - August 2012
Zephyrus Green Investments June 2011 - January 2012
Oxford Investment Partners March 2011 - August 2011
Skills
Sustainability, Lean Operations, Oracle Enterprise..., Project Management, Microsoft Office, Sustainable Energy, Customer Service, Sustainability Reporting, Microsoft Excel, Sustainable Business, Site Waste Management..., WMS, 3PL, Warehouse Management, Smart Grid, Greenhouse Gas Inventory, Corporate Social..., Vendor Managed Inventory, 4PL, SAP Warehouse Management, Customer Relations, Social Media Marketing, Sustainability Strategy, Sustainable Design, Entrepreneurial..., Entrepreneurial..., Entrepreneurial Skills, Photovoltaics, Concentrated Solar Power, Solar Thermal, International Business, Lean Tools, Lean Manufacturing, Industrial Waste...
Education
Arizona State University, W. P. Carey School of Business 2009 — 2013
Supply Chain Management(BS), Business Sustainability(BA), International Business Certificate, Supply Chain Management and Sustainability, 3.67
Semester at Sea 2012 — 2012
International Business, International Business, 3.75
Brophy College Preparatory 2005 — 2009
Menlo Logistics January 2015 - Present
Menlo Logistics June 2014 - January 2015
Menlo Logistics February 2014 - 2015
Menlo Worldwide Logistics September 2013 - February 2014
Menlo Worldwide Logistics May 2013 - August 2013
Resolute Performance Contracting February 2013 - May 2013
PepsiCo - Frito Lay June 2012 - August 2012
Zephyrus Green Investments June 2011 - January 2012
Oxford Investment Partners March 2011 - August 2011
Skills
Sustainability, Lean Operations, Oracle Enterprise..., Project Management, Microsoft Office, Sustainable Energy, Customer Service, Sustainability Reporting, Microsoft Excel, Sustainable Business, Site Waste Management..., WMS, 3PL, Warehouse Management, Smart Grid, Greenhouse Gas Inventory, Corporate Social..., Vendor Managed Inventory, 4PL, SAP Warehouse Management, Customer Relations, Social Media Marketing, Sustainability Strategy, Sustainable Design, Entrepreneurial..., Entrepreneurial..., Entrepreneurial Skills, Photovoltaics, Concentrated Solar Power, Solar Thermal, International Business, Lean Tools, Lean Manufacturing, Industrial Waste...
Education
Arizona State University, W. P. Carey School of Business 2009 — 2013
Supply Chain Management(BS), Business Sustainability(BA), International Business Certificate, Supply Chain Management and Sustainability, 3.67
Semester at Sea 2012 — 2012
International Business, International Business, 3.75
Brophy College Preparatory 2005 — 2009
Alena Merenkova's Oxford Investment Partners Experience 2006 - 2008
Job Executive Assistant at MTH Mortgage, a partnership of imortgage and Meritage Homes
Industry Financial Services
Experience
MTH Mortgage, a partnership of imortgage and Meritage Homes July 2011 - Present
Stirling Energy Systems, Inc. 2009 - 2011
Oxford Investment Partners 2006 - 2008
Buffalo Exchange 2004 - 2006
Skills
Executive Calendar..., Microsoft Excel, Microsoft Word, DataTrac, PowerPoint, Heavy Phones, Event Planning, Customer Service, Communication, Annual Reports, Start-ups, Meeting Planning, Executive..., Administrative..., Assisting Executives, Outlook, Meeting Scheduling, Travel Arrangements, Calendaring, Calendars, Executive Support, Executive Level..., Administrative...
Education
Northern Arizona University 2011 — 2013
Bachelor of Science (B.S.), Speech Communication and Rhetoric, 4.0
MTH Mortgage, a partnership of imortgage and Meritage Homes July 2011 - Present
Stirling Energy Systems, Inc. 2009 - 2011
Oxford Investment Partners 2006 - 2008
Buffalo Exchange 2004 - 2006
Skills
Executive Calendar..., Microsoft Excel, Microsoft Word, DataTrac, PowerPoint, Heavy Phones, Event Planning, Customer Service, Communication, Annual Reports, Start-ups, Meeting Planning, Executive..., Administrative..., Assisting Executives, Outlook, Meeting Scheduling, Travel Arrangements, Calendaring, Calendars, Executive Support, Executive Level..., Administrative...
Education
Northern Arizona University 2011 — 2013
Bachelor of Science (B.S.), Speech Communication and Rhetoric, 4.0
Huy Marc Nguyen's Oxford Investment Partners Experience October 2010 - March 2011
Job Senior Acquisitions Analyst at Colony American Homes
Industry Financial Services
Experience
Goldman Sachs June 2011 - August 2011
Oxford Investment Partners October 2010 - March 2011
Skills
Excel, Visual Basic, PowerPoint, Financial Reporting, Financial Analysis, Investments, Private Equity, Finance, Valuation, Real Estate, Real Estate Private..., Financial Modeling, Portfolio Management, Analysis, Corporate Finance, Microsoft Excel, Strategic Financial...
Education
Arizona State University, W. P. Carey School of Business 2005 — 2012
Bachelor of Science, Finance
Arizona State University, College of Liberal Arts and Science 2007 — 2012
Bachelor of Science, Economics Minor
Goldman Sachs June 2011 - August 2011
Oxford Investment Partners October 2010 - March 2011
Skills
Excel, Visual Basic, PowerPoint, Financial Reporting, Financial Analysis, Investments, Private Equity, Finance, Valuation, Real Estate, Real Estate Private..., Financial Modeling, Portfolio Management, Analysis, Corporate Finance, Microsoft Excel, Strategic Financial...
Education
Arizona State University, W. P. Carey School of Business 2005 — 2012
Bachelor of Science, Finance
Arizona State University, College of Liberal Arts and Science 2007 — 2012
Bachelor of Science, Economics Minor
Kate Hapeman's Oxford Investment Partners Experience October 2010 - July 2012
Job Senior Compliance Analyst
Industry Financial Services
Experience
Mphasis March 2014 - Present
Merrill Edge February 2013 - Present
Toyota Financial Services December 2013 - February 2014
Oxford Investment Partners October 2010 - July 2012
United Planners Financial Services September 2006 - September 2010
1st Global January 2005 - September 2006
Skills
Securities, Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Insurance, Wealth Management, Asset Managment, Asset Allocation, Microsoft Office, Retirement, Risk Management, Banking, Financial Analysis, Investment Advisory, Finance, AML, Fixed Annuities, 401k, Asset Management, Financial Planning
Education
Cedar Crest College 1993 — 1998
Cedar Crest College, Elementary Education and Psychology
Mphasis March 2014 - Present
Merrill Edge February 2013 - Present
Toyota Financial Services December 2013 - February 2014
Oxford Investment Partners October 2010 - July 2012
United Planners Financial Services September 2006 - September 2010
1st Global January 2005 - September 2006
Skills
Securities, Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Insurance, Wealth Management, Asset Managment, Asset Allocation, Microsoft Office, Retirement, Risk Management, Banking, Financial Analysis, Investment Advisory, Finance, AML, Fixed Annuities, 401k, Asset Management, Financial Planning
Education
Cedar Crest College 1993 — 1998
Cedar Crest College, Elementary Education and Psychology
Aaron J. Argabright, CFP®'s Oxford Investment Partners Experience September 2005 - October 2007
Job Vice President, Branch Office Manager
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments January 2012 - January 2013
Fidelity Investments June 2009 - December 2011
UBS Wealth Management November 2007 - April 2009
Oxford Investment Partners September 2005 - October 2007
RegentAtlantic Capital, LLC June 2005 - September 2005
Education
Arizona State University 2006 — 2007
Professional, Accelerated Financial Planning Program
William Paterson University of New Jersey 2002 — 2004
BS in Business Administration, Finance and Economics
Mesa Community College 2000 — 2002
Associates of Business Administration, Business
Fidelity Investments January 2013 - Present
Fidelity Investments January 2012 - January 2013
Fidelity Investments June 2009 - December 2011
UBS Wealth Management November 2007 - April 2009
Oxford Investment Partners September 2005 - October 2007
RegentAtlantic Capital, LLC June 2005 - September 2005
Education
Arizona State University 2006 — 2007
Professional, Accelerated Financial Planning Program
William Paterson University of New Jersey 2002 — 2004
BS in Business Administration, Finance and Economics
Mesa Community College 2000 — 2002
Associates of Business Administration, Business
Cheryl Hanson's Oxford Investment Partners Experience June 2008 - September 2009
Job Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group December 2013 - Present
Discount Tire Company April 2012 - July 2013
Prudential Financial October 2009 - May 2012
Oxford Investment Partners June 2008 - September 2009
Bank of America February 2005 - November 2007
John Hancock March 1997 - May 1999
Fidelity Investments December 1994 - March 1997
Skills
Risk Management, Financial Analysis, Employee Benefits, Process Improvement, Corporate Governance, Investments, Strategic Planning, Customer Service, Finance, Vendor Management, Teamwork, Training, Leadership, Policy, Records Management, Management
Education
Northeastern University - Graduate School of Business Administration 1993 — 1995
MBA
Bentley University 1988 — 1990
Pension Certificate, Pension Law
University of South Florida 1984 — 1987
Bachelors of Science, Political Science
Janus Capital Group December 2013 - Present
Discount Tire Company April 2012 - July 2013
Prudential Financial October 2009 - May 2012
Oxford Investment Partners June 2008 - September 2009
Bank of America February 2005 - November 2007
John Hancock March 1997 - May 1999
Fidelity Investments December 1994 - March 1997
Skills
Risk Management, Financial Analysis, Employee Benefits, Process Improvement, Corporate Governance, Investments, Strategic Planning, Customer Service, Finance, Vendor Management, Teamwork, Training, Leadership, Policy, Records Management, Management
Education
Northeastern University - Graduate School of Business Administration 1993 — 1995
MBA
Bentley University 1988 — 1990
Pension Certificate, Pension Law
University of South Florida 1984 — 1987
Bachelors of Science, Political Science
Mandy Morin, MBA's Oxford Investment Partners Experience October 2008 - October 2009
Job Business Planning & Operations at Nike
Industry Sporting Goods
Experience
Nike June 2015 - Present
Nike August 2014 - June 2015
Charles Schwab April 2012 - October 2013
Jackson Financial Advisors March 2011 - April 2012
RG Capital January 2010 - June 2011
Oxford Investment Partners October 2008 - October 2009
Caremark 2008 - 2008
General Electric - Franchise Finance 2006 - 2008
Charles Schwab 1995 - 2001
Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Securities, Asset Management, Customer Service, Strategic Financial..., Investment Advisory, Investment Strategies, Fixed Income, Estate Planning, Business Process..., Financial Analysis, Financial Modeling, Financial Markets, Business Analysis
Education
University of Florida - Warrington College Of Business 2005 — 2007
Master of Business Administration (MBA), Finance
CFP Board of Standards
Certified Financial Planner, Financial Planning and Services
University of Florida 1989 — 1991
MESS, Exercise & Sports Science
University of Florida 1984 — 1989
BS, Anthropology
Miami Killian 1982 — 1984
Nike June 2015 - Present
Nike August 2014 - June 2015
Charles Schwab April 2012 - October 2013
Jackson Financial Advisors March 2011 - April 2012
RG Capital January 2010 - June 2011
Oxford Investment Partners October 2008 - October 2009
Caremark 2008 - 2008
General Electric - Franchise Finance 2006 - 2008
Charles Schwab 1995 - 2001
Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Securities, Asset Management, Customer Service, Strategic Financial..., Investment Advisory, Investment Strategies, Fixed Income, Estate Planning, Business Process..., Financial Analysis, Financial Modeling, Financial Markets, Business Analysis
Education
University of Florida - Warrington College Of Business 2005 — 2007
Master of Business Administration (MBA), Finance
CFP Board of Standards
Certified Financial Planner, Financial Planning and Services
University of Florida 1989 — 1991
MESS, Exercise & Sports Science
University of Florida 1984 — 1989
BS, Anthropology
Miami Killian 1982 — 1984
John Rosenfeld's Oxford Investment Partners Experience March 2010 - February 2013
Job General Counsel at Lincoln Partners, LLC
Industry Financial Services
Experience
Lincoln Partners, LLC February 2013 - Present
Oxford Investment Partners March 2010 - February 2013
Valaris Capital, LLC August 2009 - March 2010
Berkus Design Studio/B3 Architects November 1998 - August 2009
Cox, Castle & Nicholson LLP 1995 - 1998
Wilson Elser 1993 - 1995
Skills
Securities, Investment Company Act, Asset Management, General Securities..., Investments, Investment Advisers Act, Due Diligence, Real Estate Economics, Business Transactions
Education
USC 1989 — 1992
Doctor of Law (J.D.)
USC Marshall School of Business 1986 — 1988
Bachelor of Science (BS), Business/Finance
Lincoln Partners, LLC February 2013 - Present
Oxford Investment Partners March 2010 - February 2013
Valaris Capital, LLC August 2009 - March 2010
Berkus Design Studio/B3 Architects November 1998 - August 2009
Cox, Castle & Nicholson LLP 1995 - 1998
Wilson Elser 1993 - 1995
Skills
Securities, Investment Company Act, Asset Management, General Securities..., Investments, Investment Advisers Act, Due Diligence, Real Estate Economics, Business Transactions
Education
USC 1989 — 1992
Doctor of Law (J.D.)
USC Marshall School of Business 1986 — 1988
Bachelor of Science (BS), Business/Finance