Parametric Portfolio Associates
Industry: Company
DescriptionFounded: 1987 Parent organization: Eaton Vance Subsidiary: Parametric Risk Advisors, LLC
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Parametric Portfolio Associates Employees
Employee
Years
Job
Industry
Alisha Trotter Alisha Trotter's Parametric Portfolio Associates Experience June 2010 - June 2011
Job King County
Industry Law Practice
Experience
Community Development & Entrepreneurship Clinic August 2013 - May 2014
Division 1 Court of Appeals September 2013 - December 2013
King County Prosecuting Attorney's Office May 2013 - August 2013
MultiCare Health System January 2013 - May 2013
Parametric Portfolio Associates June 2010 - June 2011
Symetra Financial June 2008 - June 2010
Education
Seattle University School of Law 2011 — 2014
Juris Doctor, Law
University of Washington 2004 — 2008
Bachelor of Arts, Communication
Community Development & Entrepreneurship Clinic August 2013 - May 2014
Division 1 Court of Appeals September 2013 - December 2013
King County Prosecuting Attorney's Office May 2013 - August 2013
MultiCare Health System January 2013 - May 2013
Parametric Portfolio Associates June 2010 - June 2011
Symetra Financial June 2008 - June 2010
Education
Seattle University School of Law 2011 — 2014
Juris Doctor, Law
University of Washington 2004 — 2008
Bachelor of Arts, Communication
Max Kabrich Max Kabrich's Parametric Portfolio Associates Experience November 2009 - April 2011
Job Program Consultant at Lytx Inc.
Industry Information Technology and Services
Experience
Lytx Inc. March 2014 - Present
Lytx Inc. January 2012 - February 2014
Parametric Portfolio Associates November 2009 - April 2011
Boeing Commercial Airplanes May 2008 - August 2008
Skills
Management, Analysis, Sales, PowerPoint, Training, Contract Negotiation, Accounting, Logistics, Employee Training, Public Speaking, Business Development, Leadership, Account Management, Team Leadership, Teamwork, Program Management, Process Improvement, Salesforce.com, Team Building, Customer Service, Strategic Planning, CRM, Strategy, Project Management, Consulting, Research, New Business Development
Education
University of Puget Sound 2005 — 2009
Bachelor of Arts, Economics, Business & Leadership
Univerzita Karlova v Praze
Economics, Cultural Studies
Lytx Inc. March 2014 - Present
Lytx Inc. January 2012 - February 2014
Parametric Portfolio Associates November 2009 - April 2011
Boeing Commercial Airplanes May 2008 - August 2008
Skills
Management, Analysis, Sales, PowerPoint, Training, Contract Negotiation, Accounting, Logistics, Employee Training, Public Speaking, Business Development, Leadership, Account Management, Team Leadership, Teamwork, Program Management, Process Improvement, Salesforce.com, Team Building, Customer Service, Strategic Planning, CRM, Strategy, Project Management, Consulting, Research, New Business Development
Education
University of Puget Sound 2005 — 2009
Bachelor of Arts, Economics, Business & Leadership
Univerzita Karlova v Praze
Economics, Cultural Studies
Peter Madsen Peter Madsen's Parametric Portfolio Associates Experience 2005 - 2005
Job Chief Investment Officer at School & Institutional Trust Fund Office
Industry Investment Management
Experience
School & Institutional Trust Fund Office, State of Utah September 2015 - Present
Cube Capital January 2011 - August 2015
R.V. Kuhns & Associates August 2005 - January 2011
Parametric Portfolio Associates 2005 - 2005
Blue Heron Consulting (w Jeff Hansen) 2001 - 2005
Monterey Venture Partners 1999 - 2001
KSL 1994 - 1997
Skills
Investments, Portfolio Management, Alternative Investments, Management, Investment Management, Asset Management, Investment Strategies, Fund Of Funds, Hedge Funds, Asset Allocation, Equities, Private Equity, Fixed Income, Investor Relations, Due Diligence, Financial Analysis, Capital Markets, Derivatives, Institutional..., Bloomberg, Equity Research, Emerging Markets, Financial Structuring, Mutual Funds, Valuation, Investment Advisory, Financial Markets, Finance
Education
Middlebury Institute of International Studies at Monterey 1999 — 2000
MBA, Finance
University of Utah 1994 — 1999
Bachelor of Arts (BA), Russian and International Political Economy
School & Institutional Trust Fund Office, State of Utah September 2015 - Present
Cube Capital January 2011 - August 2015
R.V. Kuhns & Associates August 2005 - January 2011
Parametric Portfolio Associates 2005 - 2005
Blue Heron Consulting (w Jeff Hansen) 2001 - 2005
Monterey Venture Partners 1999 - 2001
KSL 1994 - 1997
Skills
Investments, Portfolio Management, Alternative Investments, Management, Investment Management, Asset Management, Investment Strategies, Fund Of Funds, Hedge Funds, Asset Allocation, Equities, Private Equity, Fixed Income, Investor Relations, Due Diligence, Financial Analysis, Capital Markets, Derivatives, Institutional..., Bloomberg, Equity Research, Emerging Markets, Financial Structuring, Mutual Funds, Valuation, Investment Advisory, Financial Markets, Finance
Education
Middlebury Institute of International Studies at Monterey 1999 — 2000
MBA, Finance
University of Utah 1994 — 1999
Bachelor of Arts (BA), Russian and International Political Economy
Cole McIlvaine's Parametric Portfolio Associates Experience July 2013 - February 2015
Job Performance Analyst and Client Services at The McCutchen Group LLC
Industry Investment Management
Experience
The McCutchen Group LLC March 2015 - Present
Parametric Portfolio Associates July 2013 - February 2015
University of Puget Sound August 2009 - May 2013
Home Team North West August 2012 - December 2012
Pegasus Group Australia June 2012 - July 2012
Phi Delta Theta December 2010 - December 2011
Icy Straight Fisheries June 2010 - August 2011
Education
University of Puget Sound 2009 — 2013
Bachelor of Arts (B.A.), Business and Economics
University of Melbourne 2012 — 2012
Accounting and Business/Management
Sehome High School 2005 — 2009
The McCutchen Group LLC March 2015 - Present
Parametric Portfolio Associates July 2013 - February 2015
University of Puget Sound August 2009 - May 2013
Home Team North West August 2012 - December 2012
Pegasus Group Australia June 2012 - July 2012
Phi Delta Theta December 2010 - December 2011
Icy Straight Fisheries June 2010 - August 2011
Education
University of Puget Sound 2009 — 2013
Bachelor of Arts (B.A.), Business and Economics
University of Melbourne 2012 — 2012
Accounting and Business/Management
Sehome High School 2005 — 2009
Simon Mui Simon Mui's Parametric Portfolio Associates Experience February 2013 - March 2015
Job Analyst at Parametric Eaton Vance
Industry Investment Management
Experience
Parametric March 2015 - Present
Parametric Portfolio Associates February 2013 - March 2015
Merrill Lynch February 2010 - July 2010
Morgan Stanley Wealth Management August 2007 - February 2010
Skills
Bloomberg, Equities, Mutual Funds, Fund Accounting, Securities, Bloomberg Terminal, Microsoft Excel, Finance, Financial Analysis, Series 7
Education
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Business
Parametric March 2015 - Present
Parametric Portfolio Associates February 2013 - March 2015
Merrill Lynch February 2010 - July 2010
Morgan Stanley Wealth Management August 2007 - February 2010
Skills
Bloomberg, Equities, Mutual Funds, Fund Accounting, Securities, Bloomberg Terminal, Microsoft Excel, Finance, Financial Analysis, Series 7
Education
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Business
Nicole Wade Nicole Wade's Parametric Portfolio Associates Experience August 2008 - April 2011
Job Digital Research Analyst at Telepictures Productions, a Warner Bros. Entertainment Company
Industry Online Media
Experience
Telepictures May 2015 - Present
Whitepages April 2013 - 2015
Burkhart Dental October 2011 - March 2013
Parametric Portfolio Associates August 2008 - April 2011
United Ground Transportation 2010 - 2010
Destination Marketing 2007 - 2008
Sandusky Radio Seattle (KQMV-FM, KRWM-FM, KWJZ-FM, KIXI-AM, KKNW-AM) 2006 - 2007
Bellevue College KBCS 91.3FM 2005 - 2006
Sandusky Radio Seattle (KQMV-FM, KRWM-FM, KWJZ-FM, KIXI-AM, KKNW-AM) 2005 - 2005
Skills
Digital Media, Marketing, Project Management, A/B testing, Email Marketing, Advertising, Digital Marketing, Event Planning, Social Media, Press Releases, Brand Development, Event Management, Leadership, Marketing Communications, Social Media Marketing, Business Development, Microsoft Office, Management, Newsletters, Sales, Marketing Strategy, Product Marketing, Facebook, Customer Service, CRM, Promotions, Adobe Creative Suite, Customer Relations, Online Marketing, Production, Email Newsletter Design, SharePoint, Google Analytics, Lead Generation, Social Networking, Online Advertising, Editing, Account Management, Team Building, Public Relations
Education
University of Washington 2002 — 2010
Communications, Broadcast Journalism
Pierce College at Fort Steilacoom 2012 — 2014
Telepictures May 2015 - Present
Whitepages April 2013 - 2015
Burkhart Dental October 2011 - March 2013
Parametric Portfolio Associates August 2008 - April 2011
United Ground Transportation 2010 - 2010
Destination Marketing 2007 - 2008
Sandusky Radio Seattle (KQMV-FM, KRWM-FM, KWJZ-FM, KIXI-AM, KKNW-AM) 2006 - 2007
Bellevue College KBCS 91.3FM 2005 - 2006
Sandusky Radio Seattle (KQMV-FM, KRWM-FM, KWJZ-FM, KIXI-AM, KKNW-AM) 2005 - 2005
Skills
Digital Media, Marketing, Project Management, A/B testing, Email Marketing, Advertising, Digital Marketing, Event Planning, Social Media, Press Releases, Brand Development, Event Management, Leadership, Marketing Communications, Social Media Marketing, Business Development, Microsoft Office, Management, Newsletters, Sales, Marketing Strategy, Product Marketing, Facebook, Customer Service, CRM, Promotions, Adobe Creative Suite, Customer Relations, Online Marketing, Production, Email Newsletter Design, SharePoint, Google Analytics, Lead Generation, Social Networking, Online Advertising, Editing, Account Management, Team Building, Public Relations
Education
University of Washington 2002 — 2010
Communications, Broadcast Journalism
Pierce College at Fort Steilacoom 2012 — 2014
Michelle Burge Michelle Burge's Parametric Portfolio Associates Experience January 2007 - July 2009
Job Legal Coordinator at Getty Images
Industry Legal Services
Experience
Getty Images - Legal Department February 2014 - Present
King County Bar Association June 2011 - Present
Washington Blues Society September 2009 - Present
Getty Images November 2013 - January 2014
Aiken St Louis & Siljeg, PS February 2013 - October 2013
Law Offices of Carol L. Hepburn May 2011 - April 2012
Parametric Portfolio Associates January 2007 - July 2009
Entercom Seattle December 2005 - October 2006
Northwest Airlines February 2004 - November 2005
Key Bank September 2002 - July 2003
Skills
Multi-line Phone, Banking, Outlook, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Access, Event Planning, Research, Public Speaking, Real Estate, Civil Litigation, Filing, PACER, Legal Research, Microsoft Office, Teamwork, Legal Writing, Westlaw, Leadership, Event Management, Analysis, Legal Assistance, Legal Documents, Management, Time Management, Document Review, Courts, Data Entry, Litigation, Wordperfect, Notary Public, Litigation Support, Lexis, Administrative..., Pleadings, Trials, Administration, Intellectual Property, Corporate Law, Mediation, Criminal Law, Personal Injury, Family Law, Legal Issues, Paralegals, Document Drafting, Medical Malpractice, Administrative...
Education
Highline College 2011 — 2012
A.A.S., Paralegal
Cannon Financial Institute 2000 — 2001
Certificate, Fiduciary Administration
Cleveland High School 1978 — 1981
Journalism, Mass Communications
Mercer Jr. High School
Mass Communications
Getty Images - Legal Department February 2014 - Present
King County Bar Association June 2011 - Present
Washington Blues Society September 2009 - Present
Getty Images November 2013 - January 2014
Aiken St Louis & Siljeg, PS February 2013 - October 2013
Law Offices of Carol L. Hepburn May 2011 - April 2012
Parametric Portfolio Associates January 2007 - July 2009
Entercom Seattle December 2005 - October 2006
Northwest Airlines February 2004 - November 2005
Key Bank September 2002 - July 2003
Skills
Multi-line Phone, Banking, Outlook, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Access, Event Planning, Research, Public Speaking, Real Estate, Civil Litigation, Filing, PACER, Legal Research, Microsoft Office, Teamwork, Legal Writing, Westlaw, Leadership, Event Management, Analysis, Legal Assistance, Legal Documents, Management, Time Management, Document Review, Courts, Data Entry, Litigation, Wordperfect, Notary Public, Litigation Support, Lexis, Administrative..., Pleadings, Trials, Administration, Intellectual Property, Corporate Law, Mediation, Criminal Law, Personal Injury, Family Law, Legal Issues, Paralegals, Document Drafting, Medical Malpractice, Administrative...
Education
Highline College 2011 — 2012
A.A.S., Paralegal
Cannon Financial Institute 2000 — 2001
Certificate, Fiduciary Administration
Cleveland High School 1978 — 1981
Journalism, Mass Communications
Mercer Jr. High School
Mass Communications
Patricia Edwards's Parametric Portfolio Associates Experience 1988 - 1992
Job Managing Director, Investments at The Private Client Reserve of U.S. Bank
Industry Investment Management
Experience
The Private Client Reserve at U.S. Bank 2013 - Present
Trutina Financial 2008 - 2013
CNBC 2009 - 2012
Wentworth, Hauser and Violich November 1999 - October 2008
Laird Norton Trust Company 1999 - 2003
Dynamic Capital Management 1997 - 1999
McKinley Capital Management 1997 - 1997
Smith Barney 1995 - 1997
Towle Johnson Associates 1992 - 1994
Parametric Portfolio Associates 1988 - 1992
Skills
Wealth Management..., Private Equity, Options, Insurance, Retirement Planning, Asset Allocation, Management, Financial Advisory, Investments, Wealth Management, Portfolio Management, Equities, Structured Products, Finance, Valuation, Fund Of Funds, Bonds, Securities, Estate Planning, Corporate Finance, Fixed Income, Equity Valuation, Investment Strategies, Equity Research, Capital Markets, Alternative Investments, Series 63, Hedging, Employee Benefits, Hedge Funds, Bloomberg, Derivatives, Financial Markets, Recruiting, Strategic Financial..., Asset Management, Series 7, Investment Management, Mutual Funds, Financial Modeling, High Net Worth..., Trading, Financial Analysis, Due Diligence, Risk Management, ETFs, Financial Services, Asset Managment, Investment Advisory, Research
Education
University of California, San Diego 1981 — 1985
BA, Economics
The Private Client Reserve at U.S. Bank 2013 - Present
Trutina Financial 2008 - 2013
CNBC 2009 - 2012
Wentworth, Hauser and Violich November 1999 - October 2008
Laird Norton Trust Company 1999 - 2003
Dynamic Capital Management 1997 - 1999
McKinley Capital Management 1997 - 1997
Smith Barney 1995 - 1997
Towle Johnson Associates 1992 - 1994
Parametric Portfolio Associates 1988 - 1992
Skills
Wealth Management..., Private Equity, Options, Insurance, Retirement Planning, Asset Allocation, Management, Financial Advisory, Investments, Wealth Management, Portfolio Management, Equities, Structured Products, Finance, Valuation, Fund Of Funds, Bonds, Securities, Estate Planning, Corporate Finance, Fixed Income, Equity Valuation, Investment Strategies, Equity Research, Capital Markets, Alternative Investments, Series 63, Hedging, Employee Benefits, Hedge Funds, Bloomberg, Derivatives, Financial Markets, Recruiting, Strategic Financial..., Asset Management, Series 7, Investment Management, Mutual Funds, Financial Modeling, High Net Worth..., Trading, Financial Analysis, Due Diligence, Risk Management, ETFs, Financial Services, Asset Managment, Investment Advisory, Research
Education
University of California, San Diego 1981 — 1985
BA, Economics
Alexis Briggs Alexis Briggs's Parametric Portfolio Associates Experience November 2013 - November 2014
Job Investment Operations Associate
Industry Investment Management
Experience
Envestnet, Inc July 2015 - Present
Envestnet, Inc January 2015 - July 2015
Parametric Portfolio Associates November 2013 - November 2014
BlackRock September 2013 - November 2013
DeKalb & Associates January 2013 - September 2013
Russell Investments June 2011 - December 2012
Mooring Mast University Newspaper July 2011 - June 2012
PLU Academic Internship Office September 2010 - June 2012
PLU Speech and Debate October 2009 - June 2012
PLU Academic Assistance Center July 2011 - October 2011
Skills
Data Analysis, Microsoft SQL Server, Process Improvement, Microsoft Excel, Risk Analytics, Leadership, Time Management, VBA, Visual Basic, Analysis, Advent, Investments, APL, Research, Public Speaking, Economics, Editing, SharePoint, Budgets, Data Entry, Microsoft Office, Accounting, Critical Thinking, Customer Service, Finance
Education
Pacific Lutheran University 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Pacific Lutheran University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Envestnet, Inc July 2015 - Present
Envestnet, Inc January 2015 - July 2015
Parametric Portfolio Associates November 2013 - November 2014
BlackRock September 2013 - November 2013
DeKalb & Associates January 2013 - September 2013
Russell Investments June 2011 - December 2012
Mooring Mast University Newspaper July 2011 - June 2012
PLU Academic Internship Office September 2010 - June 2012
PLU Speech and Debate October 2009 - June 2012
PLU Academic Assistance Center July 2011 - October 2011
Skills
Data Analysis, Microsoft SQL Server, Process Improvement, Microsoft Excel, Risk Analytics, Leadership, Time Management, VBA, Visual Basic, Analysis, Advent, Investments, APL, Research, Public Speaking, Economics, Editing, SharePoint, Budgets, Data Entry, Microsoft Office, Accounting, Critical Thinking, Customer Service, Finance
Education
Pacific Lutheran University 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Pacific Lutheran University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Jessica (Andersen) Vondrak Jessica (Andersen) Vondrak's Parametric Portfolio Associates Experience March 2010 - June 2010
Job Online Marketing Manager at Mozilla
Industry Marketing and Advertising
Experience
Georgia Institute of Technology August 2012 - June 2014
Adobe May 2013 - August 2013
US Trust, Bank of America Private Wealth Management June 2010 - July 2011
Parametric Portfolio Associates March 2010 - June 2010
US Trust, Bank of America Private Wealth Management September 2006 - March 2010
US Trust, Bank of America Private Wealth Management February 2006 - September 2006
Skills
Building Relationships, Financial Analysis, Analysis, Marketing, Cross-functional..., Cross-functional..., Team-oriented, Client Education, Management, Portfolio Management, Onboarding, Process Improvement, Event Planning, Relationship Management, Data Analysis, Collaboration, Presentations, Mentoring, Strategic Consulting, Operations Management, Strategy, Leadership, Cross-functional Team..., Project Management, Strategic Planning
Education
Georgia Institute of Technology 2012 — 2014
Master of Business Administration (M.B.A.), Marketing & Strategic Management
SDA Bocconi 2014 — 2014
Master of Business Administration (MBA)
University of Washington 2001 — 2005
Bachelor of Arts, Sociology
CFA Program - Level 2 Candidate
Georgia Institute of Technology August 2012 - June 2014
Adobe May 2013 - August 2013
US Trust, Bank of America Private Wealth Management June 2010 - July 2011
Parametric Portfolio Associates March 2010 - June 2010
US Trust, Bank of America Private Wealth Management September 2006 - March 2010
US Trust, Bank of America Private Wealth Management February 2006 - September 2006
Skills
Building Relationships, Financial Analysis, Analysis, Marketing, Cross-functional..., Cross-functional..., Team-oriented, Client Education, Management, Portfolio Management, Onboarding, Process Improvement, Event Planning, Relationship Management, Data Analysis, Collaboration, Presentations, Mentoring, Strategic Consulting, Operations Management, Strategy, Leadership, Cross-functional Team..., Project Management, Strategic Planning
Education
Georgia Institute of Technology 2012 — 2014
Master of Business Administration (M.B.A.), Marketing & Strategic Management
SDA Bocconi 2014 — 2014
Master of Business Administration (MBA)
University of Washington 2001 — 2005
Bachelor of Arts, Sociology
CFA Program - Level 2 Candidate
Isaac Beckel Isaac Beckel's Parametric Portfolio Associates Experience January 2015 - Present
Job Investment Analyst at Parametric
Industry Financial Services
Experience
Parametric Portfolio Associates January 2015 - Present
Fabworks LLC August 2012 - December 2014
Split Rock Private Trading and Wealth Management March 2014 - October 2014
Shaletrader.com February 2014 - October 2014
LSBE Bulldog Fund LLC May 2013 - May 2014
Wells Fargo November 2013 - February 2014
CFA Institute October 2013 - February 2014
Justice Oilfield Services May 2012 - August 2012
FABCO Equipment, Inc. November 2006 - January 2012
Nortrax May 2003 - November 2006
Skills
Time Management, Analysis, Leadership, Management, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Troubleshooting, Microsoft Word, Inventory Management, Sales, Finance, Operations Management, Windows, MS Project, Microsoft Project, Energy, Oil & Gas Exploration, Energy Services, Equities, Investments, Portfolio Management, Financial Analysis
Education
University of Minnesota-Duluth 2010 — 2014
B.B.A., Finance
Central Lakes College-Brainerd 2002 — 2004
Associate of Arts and Sciences (A.A.S.), Deisel technologies
Parametric Portfolio Associates January 2015 - Present
Fabworks LLC August 2012 - December 2014
Split Rock Private Trading and Wealth Management March 2014 - October 2014
Shaletrader.com February 2014 - October 2014
LSBE Bulldog Fund LLC May 2013 - May 2014
Wells Fargo November 2013 - February 2014
CFA Institute October 2013 - February 2014
Justice Oilfield Services May 2012 - August 2012
FABCO Equipment, Inc. November 2006 - January 2012
Nortrax May 2003 - November 2006
Skills
Time Management, Analysis, Leadership, Management, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Troubleshooting, Microsoft Word, Inventory Management, Sales, Finance, Operations Management, Windows, MS Project, Microsoft Project, Energy, Oil & Gas Exploration, Energy Services, Equities, Investments, Portfolio Management, Financial Analysis
Education
University of Minnesota-Duluth 2010 — 2014
B.B.A., Finance
Central Lakes College-Brainerd 2002 — 2004
Associate of Arts and Sciences (A.A.S.), Deisel technologies
Conner Peretti Conner Peretti's Parametric Portfolio Associates Experience June 2007 - November 2008
Job Associate Attorney at Davis Wright Tremaine LLP
Industry Law Practice
Experience
Davis Wright Tremaine LLP September 2013 - Present
Davis Wright Tremaine LLP May 2012 - August 2012
Mayer Brown May 2011 - July 2011
Nolan, Armstrong & Barton, LLP October 2009 - June 2010
Parametric Portfolio Associates June 2007 - November 2008
Skills
Legal Writing, Research, Commercial Litigation, Litigation, Legal Research, Intellectual Property, Public Policy, International Law
Education
Harvard Law School 2010 — 2013
JD
Stanford University
BA, English, with Distinction and Honors in the Humanities
Davis Wright Tremaine LLP September 2013 - Present
Davis Wright Tremaine LLP May 2012 - August 2012
Mayer Brown May 2011 - July 2011
Nolan, Armstrong & Barton, LLP October 2009 - June 2010
Parametric Portfolio Associates June 2007 - November 2008
Skills
Legal Writing, Research, Commercial Litigation, Litigation, Legal Research, Intellectual Property, Public Policy, International Law
Education
Harvard Law School 2010 — 2013
JD
Stanford University
BA, English, with Distinction and Honors in the Humanities
Sam Swartz Sam Swartz's Parametric Portfolio Associates Experience November 2011 - Present
Job Portfolio Manager at Parametric Portfolio Associates
Industry Financial Services
Experience
Parametric Portfolio Associates November 2011 - Present
Parametric Portfolio Associates April 2008 - October 2011
Washington Mutual February 2007 - March 2008
WaMu Capital Corp November 2003 - November 2006
Washington Mutual July 2001 - October 2003
Skills
Portfolio Management, Asset Allocation, Investment Management, Investments, Financial Modeling, Asset Management, Hedge Funds, Series 7, Securities, Microsoft Excel, Equities, Fixed Income, Alternative Investments, Equity Research, Bloomberg
Education
Seattle University 2011 — 2013
MBA
Western Washington University 1997 — 2001
BA in Business Administration, Finance Concentration, Minor Economics
Parametric Portfolio Associates November 2011 - Present
Parametric Portfolio Associates April 2008 - October 2011
Washington Mutual February 2007 - March 2008
WaMu Capital Corp November 2003 - November 2006
Washington Mutual July 2001 - October 2003
Skills
Portfolio Management, Asset Allocation, Investment Management, Investments, Financial Modeling, Asset Management, Hedge Funds, Series 7, Securities, Microsoft Excel, Equities, Fixed Income, Alternative Investments, Equity Research, Bloomberg
Education
Seattle University 2011 — 2013
MBA
Western Washington University 1997 — 2001
BA in Business Administration, Finance Concentration, Minor Economics
Christine Yem Christine Yem's Parametric Portfolio Associates Experience 2014 - Present
Job Financial Analyst | Business Analyst | Business Operations Analyst
Industry Financial Services
Experience
Parametric Portfolio Associates 2014 - Present
Scottrade Financial Services 2010 - 2014
AXA Advisors 2009 - 2010
Skills
Finance, Financial Analysis, Financial Reporting, Accounting, Corporate Finance, Analysis, Investments, Portfolio Management, Leadership, Financial Services, Management, Marketing, Cross-functional Team..., Client Development, Business Strategy, Reporting, Expense Reports, Expenses, Financial Accounting, Financial Modeling, Communication, Data Analysis, Revenue Analysis, Process Improvement, Business Process, Business Process..., Analytics, Strategic Planning, Budgets, Budget Management, Budget Forecasts, Operating Budgets, Project Management, Payment Systems, Payments
Education
Texas A&M University-Commerce 2012 — 2013
Master of Business Administration (M.B.A.), Accounting
Westminster College 2007 — 2008
Bachelor’s of Science, Financial Services
Parametric Portfolio Associates 2014 - Present
Scottrade Financial Services 2010 - 2014
AXA Advisors 2009 - 2010
Skills
Finance, Financial Analysis, Financial Reporting, Accounting, Corporate Finance, Analysis, Investments, Portfolio Management, Leadership, Financial Services, Management, Marketing, Cross-functional Team..., Client Development, Business Strategy, Reporting, Expense Reports, Expenses, Financial Accounting, Financial Modeling, Communication, Data Analysis, Revenue Analysis, Process Improvement, Business Process, Business Process..., Analytics, Strategic Planning, Budgets, Budget Management, Budget Forecasts, Operating Budgets, Project Management, Payment Systems, Payments
Education
Texas A&M University-Commerce 2012 — 2013
Master of Business Administration (M.B.A.), Accounting
Westminster College 2007 — 2008
Bachelor’s of Science, Financial Services
Steve McPherson Steve McPherson's Parametric Portfolio Associates Experience 2006 - 2008
Job Senior Manager Amazon EMR
Industry Computer Software
Experience
Amazon April 2013 - Present
Nest Organizer January 2012 - October 2013
Current Worldwide LLC October 2011 - October 2013
Fabric Worldwide 2010 - 2011
VivaKi (acquired Razorfish) 2009 - 2010
Razorfish 2008 - 2009
Razorfish October 2008 - December 2008
TranSenda May 2008 - October 2008
Parametric Portfolio Associates 2006 - 2008
Microsoft 1998 - 2006
Skills
Technology Management, Technology Research, Big Data, Hadoop, HBase, Web Services, Web Development, Enterprise Architecture, ANSI C, Java, C#, Apache UIMA, Graph Databases, Cloud Computing, Data Analysis, Data Warehouse..., Cloud Based Data..., Data Flow and..., High Availability, Online Travel, SQL, MySQL, Facebook API, Twitter, RSS, JSON, REST, Technology Development, OLAP, Portfolio Management..., Trading Systems, Distributed File Systems, Distributed Databases, Fault Tolerant Systems, Technical Writing, Technical Sales, Partner Management, Architecture, Agile Methodologies, Software Design, Scalability, Architectures, Integration
Education
University of Washington 2004 — 2005
Cert: Advanced development with ANSI C, Computer Science
University of Maryland College Park 1996 — 1997
Computer Science
Amazon April 2013 - Present
Nest Organizer January 2012 - October 2013
Current Worldwide LLC October 2011 - October 2013
Fabric Worldwide 2010 - 2011
VivaKi (acquired Razorfish) 2009 - 2010
Razorfish 2008 - 2009
Razorfish October 2008 - December 2008
TranSenda May 2008 - October 2008
Parametric Portfolio Associates 2006 - 2008
Microsoft 1998 - 2006
Skills
Technology Management, Technology Research, Big Data, Hadoop, HBase, Web Services, Web Development, Enterprise Architecture, ANSI C, Java, C#, Apache UIMA, Graph Databases, Cloud Computing, Data Analysis, Data Warehouse..., Cloud Based Data..., Data Flow and..., High Availability, Online Travel, SQL, MySQL, Facebook API, Twitter, RSS, JSON, REST, Technology Development, OLAP, Portfolio Management..., Trading Systems, Distributed File Systems, Distributed Databases, Fault Tolerant Systems, Technical Writing, Technical Sales, Partner Management, Architecture, Agile Methodologies, Software Design, Scalability, Architectures, Integration
Education
University of Washington 2004 — 2005
Cert: Advanced development with ANSI C, Computer Science
University of Maryland College Park 1996 — 1997
Computer Science
Jeff DuVall Jeff DuVall's Parametric Portfolio Associates Experience March 1998 - August 2010
Job
Industry Financial Services
Experience
Eaton Vance November 2014 - Present
Eaton Vance November 2012 - Present
Eaton Vance August 2010 - November 2012
Parametric Portfolio Associates March 1998 - August 2010
Ability Solutions September 1996 - March 1998
Incoming, Inc. 1994 - 1996
Nintendo of America September 1993 - September 1994
Skills
Enterprise Software, Infrastructure, Integration, Network Security, Storage Area Networks, VoIP, Networking, Technical Support, Virtualization, Active Directory, Storage, Disaster Recovery, IT Service Management, Windows, SAN, Capacity Planning, Windows Server, Microsoft Exchange, Cisco Technologies, EMC Storage, BMC Capacity..., Project Management, ITIL v3 Foundations..., System Monitoring, Performance Management, Process Scheduler, Workload Automation, MCSE 2003, CompTIA A+ Certification, Cisco Routing &..., Cisco Firewall Security, VPN, Infrastructure..., Splunk, Nagios, Syslog-ng
Education
University of Phoenix 2003 — 2006
Bachelor of Science, Information Technology
University of Washington 1989 — 1993
Mechanical Engineering
Hoquiam High School 1985 — 1989
Diploma, Pre-College Studies
Eaton Vance November 2014 - Present
Eaton Vance November 2012 - Present
Eaton Vance August 2010 - November 2012
Parametric Portfolio Associates March 1998 - August 2010
Ability Solutions September 1996 - March 1998
Incoming, Inc. 1994 - 1996
Nintendo of America September 1993 - September 1994
Skills
Enterprise Software, Infrastructure, Integration, Network Security, Storage Area Networks, VoIP, Networking, Technical Support, Virtualization, Active Directory, Storage, Disaster Recovery, IT Service Management, Windows, SAN, Capacity Planning, Windows Server, Microsoft Exchange, Cisco Technologies, EMC Storage, BMC Capacity..., Project Management, ITIL v3 Foundations..., System Monitoring, Performance Management, Process Scheduler, Workload Automation, MCSE 2003, CompTIA A+ Certification, Cisco Routing &..., Cisco Firewall Security, VPN, Infrastructure..., Splunk, Nagios, Syslog-ng
Education
University of Phoenix 2003 — 2006
Bachelor of Science, Information Technology
University of Washington 1989 — 1993
Mechanical Engineering
Hoquiam High School 1985 — 1989
Diploma, Pre-College Studies
Bryan Stenson Bryan Stenson's Parametric Portfolio Associates Experience March 2013 - April 2014
Job Senior Operations Engineer at Revinate
Industry Information Technology and Services
Experience
Revinate April 2015 - Present
Moz May 2014 - March 2015
Parametric Portfolio Associates March 2013 - April 2014
thePlatform November 2011 - March 2013
thePlatform February 2011 - November 2011
thePlatform October 2008 - February 2011
US Navy July 2000 - July 2008
Skills
Linux, Ruby, Chef, Java, MySQL, Microsoft SQL Server, Grails, Project Management, SQL, HTML, JavaScript, Agile Methodologies, Web Services, Software Engineering, SaaS, SOA, CSS, Software Development, Databases, REST, Virtualization, XP, CentOS, SOAP, Unix, Scrum, Object Oriented Design, CFI, CFII, MEI, General Aviation, Commercial Aviation, Web Applications, Perl, Bash, Ubuntu, Apache, Powershell
Education
Western Governors University 2008 — 2013
MS Information Security and Assurance, Computer and Information Systems Security/Information Assurance, (no gpa)
Champan University 2002 — 2006
BS Information Systems, Management Information Systems, General, 3.5
University of Colorado at Boulder 1996 — 2000
Pursued BS (3.5 years of study), Computer Science, 3.2
Revinate April 2015 - Present
Moz May 2014 - March 2015
Parametric Portfolio Associates March 2013 - April 2014
thePlatform November 2011 - March 2013
thePlatform February 2011 - November 2011
thePlatform October 2008 - February 2011
US Navy July 2000 - July 2008
Skills
Linux, Ruby, Chef, Java, MySQL, Microsoft SQL Server, Grails, Project Management, SQL, HTML, JavaScript, Agile Methodologies, Web Services, Software Engineering, SaaS, SOA, CSS, Software Development, Databases, REST, Virtualization, XP, CentOS, SOAP, Unix, Scrum, Object Oriented Design, CFI, CFII, MEI, General Aviation, Commercial Aviation, Web Applications, Perl, Bash, Ubuntu, Apache, Powershell
Education
Western Governors University 2008 — 2013
MS Information Security and Assurance, Computer and Information Systems Security/Information Assurance, (no gpa)
Champan University 2002 — 2006
BS Information Systems, Management Information Systems, General, 3.5
University of Colorado at Boulder 1996 — 2000
Pursued BS (3.5 years of study), Computer Science, 3.2
Blake Holman's Parametric Portfolio Associates Experience March 2011 - August 2013
Job Associate at Blackrock
Industry Financial Services
Experience
BlackRock January 2015 - Present
BlackRock August 2013 - December 2014
Parametric Portfolio Associates March 2011 - August 2013
Merrill Lynch August 2009 - February 2011
Skills
Internal & External..., Equity Research, Managing Deadlines, Analysis and Technical..., Account Reconciliation, Building Relationships, Sales, Microsoft Office, Equities, Financial Analysis, Settlement, Bloomberg Terminal, Corporate Actions, Portfolio Management, Finance, Hedge Funds, Alternative Investments, Fund Of Funds
Education
University of Portland 2005 — 2009
Bachelor of Business Administration, Finance Major
BlackRock January 2015 - Present
BlackRock August 2013 - December 2014
Parametric Portfolio Associates March 2011 - August 2013
Merrill Lynch August 2009 - February 2011
Skills
Internal & External..., Equity Research, Managing Deadlines, Analysis and Technical..., Account Reconciliation, Building Relationships, Sales, Microsoft Office, Equities, Financial Analysis, Settlement, Bloomberg Terminal, Corporate Actions, Portfolio Management, Finance, Hedge Funds, Alternative Investments, Fund Of Funds
Education
University of Portland 2005 — 2009
Bachelor of Business Administration, Finance Major
Ted Hovivian's Parametric Portfolio Associates Experience February 2010 - Present
Job Regional Director Central at Parametric Portfolio Associates
Industry Financial Services
Experience
Parametric Portfolio Associates February 2010 - Present
Charles River Development December 2008 - February 2010
Charles River Development 2008 - 2009
Bank of America December 2001 - November 2008
Bank of America Consulting Services Group, New York 2001 - November 2008
Bank of America - Wealth & Investment Management 2001 - November 2008
Goldman Sachs 2000 - 2001
Skills
Portfolio Management, Wealth Management, Asset Managment, Hedge Funds, Investments, Series 7, Fixed Income, Equities, Electronic Trading, Alternative Investments, Investment Advisory, Bloomberg, Trading, Asset Allocation, Investment Strategies, Retirement Planning, Securities, CRM, Asset Management, Trading Systems, Financial Markets, ETFs, Derivatives, Capital Markets, Relationship Management, Management, Fund Of Funds, Series 63, Options, Private Equity, Financial Modeling, Financial Services, Mutual Funds, Wealth Management..., Financial Advisory, Investment Management, Risk Management, Strategic Financial..., Equity Research
Education
Bryant University 1987 — 1991
St Mary's High School
Parametric Portfolio Associates February 2010 - Present
Charles River Development December 2008 - February 2010
Charles River Development 2008 - 2009
Bank of America December 2001 - November 2008
Bank of America Consulting Services Group, New York 2001 - November 2008
Bank of America - Wealth & Investment Management 2001 - November 2008
Goldman Sachs 2000 - 2001
Skills
Portfolio Management, Wealth Management, Asset Managment, Hedge Funds, Investments, Series 7, Fixed Income, Equities, Electronic Trading, Alternative Investments, Investment Advisory, Bloomberg, Trading, Asset Allocation, Investment Strategies, Retirement Planning, Securities, CRM, Asset Management, Trading Systems, Financial Markets, ETFs, Derivatives, Capital Markets, Relationship Management, Management, Fund Of Funds, Series 63, Options, Private Equity, Financial Modeling, Financial Services, Mutual Funds, Wealth Management..., Financial Advisory, Investment Management, Risk Management, Strategic Financial..., Equity Research
Education
Bryant University 1987 — 1991
St Mary's High School
Shawn Huerta's Parametric Portfolio Associates Experience November 2014 - Present
Job Director Sales and Service Administration at Parametric Portfolio Associates
Industry Investment Management
Experience
Parametric Portfolio Associates November 2014 - Present
Parametric Portfolio Associates May 2013 - November 2014
McKinley Capital Management December 2003 - May 2013
Education
University of Alaska Anchorage
MBA, Business
New Mexico State University
BBA, Finance
Parametric Portfolio Associates November 2014 - Present
Parametric Portfolio Associates May 2013 - November 2014
McKinley Capital Management December 2003 - May 2013
Education
University of Alaska Anchorage
MBA, Business
New Mexico State University
BBA, Finance
Skip Lee's Parametric Portfolio Associates Experience August 2001 - Present
Job Senior Software Engineer
Industry Financial Services
Experience
Parametric Portfolio Associates August 2001 - Present
Premera Blue Cross September 1998 - April 2000
Oleen Healthcare Information Systems September 1996 - August 1998
Skills
SQL, Software Design, Powershell, Project Management, Agile Methodologies, Visual Basic, WCF, Scrum, ASP.NET MVC, C#, REST, Software Development, Test Driven Development, Microsoft SQL Server, Visual Studio
Education
University of Idaho
Bachelor of Science (B.S.), Mathematics
Parametric Portfolio Associates August 2001 - Present
Premera Blue Cross September 1998 - April 2000
Oleen Healthcare Information Systems September 1996 - August 1998
Skills
SQL, Software Design, Powershell, Project Management, Agile Methodologies, Visual Basic, WCF, Scrum, ASP.NET MVC, C#, REST, Software Development, Test Driven Development, Microsoft SQL Server, Visual Studio
Education
University of Idaho
Bachelor of Science (B.S.), Mathematics
Bruce Swiney's Parametric Portfolio Associates Experience August 2008 - July 2011
Job Support Services IT Manager
Industry Computer Software
Experience
The Polyclinic August 2014 - December 2014
Outerwall March 2013 - December 2013
Coinstar November 2011 - February 2013
Parametric Portfolio Associates August 2008 - July 2011
Productivity Associates, Inc. 1999 - 2004
Skills
Windows 7, Active Directory, Windows, BMC Remedy, ITIL, Disaster Recovery, SharePoint, Technical Support, XP, IT Service Management, Outlook, Access, Customer Service, Help Desk Support, Troubleshooting, Visio, System Administration, Group Policy, Network Administration, IT Operations, Team Leadership, Software Installation, Customer Satisfaction, Operating Systems, Hardware, ITIL v3 Foundations..., Microsoft Office, Remote Desktop, Windows Server, Microsoft Exchange, Computer Hardware
Education
Coleman College 2000 — 2003
Bachelor of Science (B.S.), Applications and Networking
Pierce College at Fort Steilacoom 1994 — 1997
Associates of Arts and Sciences, General Studies
The Polyclinic August 2014 - December 2014
Outerwall March 2013 - December 2013
Coinstar November 2011 - February 2013
Parametric Portfolio Associates August 2008 - July 2011
Productivity Associates, Inc. 1999 - 2004
Skills
Windows 7, Active Directory, Windows, BMC Remedy, ITIL, Disaster Recovery, SharePoint, Technical Support, XP, IT Service Management, Outlook, Access, Customer Service, Help Desk Support, Troubleshooting, Visio, System Administration, Group Policy, Network Administration, IT Operations, Team Leadership, Software Installation, Customer Satisfaction, Operating Systems, Hardware, ITIL v3 Foundations..., Microsoft Office, Remote Desktop, Windows Server, Microsoft Exchange, Computer Hardware
Education
Coleman College 2000 — 2003
Bachelor of Science (B.S.), Applications and Networking
Pierce College at Fort Steilacoom 1994 — 1997
Associates of Arts and Sciences, General Studies
Nancy Iscovitz's Parametric Portfolio Associates Experience January 1997 - August 1998
Job Executive Director at HumanLinks Foundation
Industry Nonprofit Organization Management
Experience
HumanLinks Foundation July 2010 - Present
Wokai January 2008 - December 2010
NLI Consulting January 2009 - June 2010
Laird Norton Tyee 1998 - 2007
Parametric Portfolio Associates January 1997 - August 1998
Towle Associates, Inc August 1994 - August 1995
Stolper & Co. Inc. January 1987 - August 1994
Kidder, Peabody January 1982 - December 1986
Education
Boston University
Bachelor of Arts, American History
HumanLinks Foundation July 2010 - Present
Wokai January 2008 - December 2010
NLI Consulting January 2009 - June 2010
Laird Norton Tyee 1998 - 2007
Parametric Portfolio Associates January 1997 - August 1998
Towle Associates, Inc August 1994 - August 1995
Stolper & Co. Inc. January 1987 - August 1994
Kidder, Peabody January 1982 - December 1986
Education
Boston University
Bachelor of Arts, American History
Erin Garlow's Parametric Portfolio Associates Experience June 2014 - Present
Job Business Analyst at Parametric Portfolio Associates
Industry Financial Services
Experience
Parametric Portfolio Associates June 2014 - Present
Pershing, a BNY Mellon company July 2012 - May 2014
Coye Law Firm January 2010 - June 2012
Center for Entrepreneurial Leadership & Innovation at UCF August 2010 - August 2011
Skills
Accounting, Financial Analysis, Account Reconciliation, Microsoft Excel, Customer Service, Microsoft Office, Teamwork, Testing, Black Box Testing, Defect Identification, Defect Logging, Defect Tracking, Research, Microsoft Word, PowerPoint, Financial Reporting, QuickBooks, Tax, Project Management, Quality Center
Education
University of Central Florida 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.8
University of Central Florida 2005 — 2010
Bachelor of Business Administration (B.B.A.), Accounting, 3.66
Parametric Portfolio Associates June 2014 - Present
Pershing, a BNY Mellon company July 2012 - May 2014
Coye Law Firm January 2010 - June 2012
Center for Entrepreneurial Leadership & Innovation at UCF August 2010 - August 2011
Skills
Accounting, Financial Analysis, Account Reconciliation, Microsoft Excel, Customer Service, Microsoft Office, Teamwork, Testing, Black Box Testing, Defect Identification, Defect Logging, Defect Tracking, Research, Microsoft Word, PowerPoint, Financial Reporting, QuickBooks, Tax, Project Management, Quality Center
Education
University of Central Florida 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.8
University of Central Florida 2005 — 2010
Bachelor of Business Administration (B.B.A.), Accounting, 3.66
Rick Helm, CFA's Parametric Portfolio Associates Experience 1994 - 1995
Job Sr VP and Portfolio Manager at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers 2005 - Present
WM Advisors 2001 - 2005
Northwestern Trust 1999 - 2001
TD Asset Management 1997 - 1999
Parametric Portfolio Associates 1994 - 1995
Morgan Stanley Asset Management 1988 - 1994
Continental Heritage 1986 - 1988
Skills
Portfolio Management, Equity Research
Education
University of Denver - Daniels College of Business 1984 — 1986
MBA, Finance
University of Colorado Boulder 1977 — 1981
BS, Journalism
Cohen & Steers 2005 - Present
WM Advisors 2001 - 2005
Northwestern Trust 1999 - 2001
TD Asset Management 1997 - 1999
Parametric Portfolio Associates 1994 - 1995
Morgan Stanley Asset Management 1988 - 1994
Continental Heritage 1986 - 1988
Skills
Portfolio Management, Equity Research
Education
University of Denver - Daniels College of Business 1984 — 1986
MBA, Finance
University of Colorado Boulder 1977 — 1981
BS, Journalism
Marc Hermer, CFA's Parametric Portfolio Associates Experience August 2005 - August 2009
Job Director / Senior Portfolio Manager at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2009 - Present
Parametric Portfolio Associates August 2005 - August 2009
Lehman Brothers June 2002 - June 2005
Skills
Equities, Financial Modeling, Bloomberg, Portfolio Management, Asset Allocation, Fixed Income, Alternative Investments, Asset Management, Hedge Funds, Investment Strategies, Series 7, Mutual Funds, Securities, Investment Advisory, Investment Management
Education
Dartmouth College 1998 — 2002
Economics
Merrill Lynch August 2009 - Present
Parametric Portfolio Associates August 2005 - August 2009
Lehman Brothers June 2002 - June 2005
Skills
Equities, Financial Modeling, Bloomberg, Portfolio Management, Asset Allocation, Fixed Income, Alternative Investments, Asset Management, Hedge Funds, Investment Strategies, Series 7, Mutual Funds, Securities, Investment Advisory, Investment Management
Education
Dartmouth College 1998 — 2002
Economics
Tatyana Kaganer, CFA's Parametric Portfolio Associates Experience September 1999 - November 2005
Job Director, Model Risk Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2012 - Present
SquareTwo Financial November 2009 - August 2012
DIRECTV June 2009 - November 2009
Crescat Capital January 2008 - January 2009
First Data Corporation January 2006 - September 2007
Parametric Portfolio Associates September 1999 - November 2005
Skills
SAS Certified Advanced..., SQL, CFA, Risk Management, Portfolio Management, Financial Modeling, Bloomberg, Data Mining, Excel, SAS, Credit Risk, Microsoft Excel, Equities, Chartered Financial..., Valuation, Financial Analysis, Financial Risk, Business Analysis, Analysis
Education
Seattle University 1999 — 2001
Master, Finance
University of Alaska Anchorage 1993 — 1997
BBA, Finance
Charles Schwab August 2012 - Present
SquareTwo Financial November 2009 - August 2012
DIRECTV June 2009 - November 2009
Crescat Capital January 2008 - January 2009
First Data Corporation January 2006 - September 2007
Parametric Portfolio Associates September 1999 - November 2005
Skills
SAS Certified Advanced..., SQL, CFA, Risk Management, Portfolio Management, Financial Modeling, Bloomberg, Data Mining, Excel, SAS, Credit Risk, Microsoft Excel, Equities, Chartered Financial..., Valuation, Financial Analysis, Financial Risk, Business Analysis, Analysis
Education
Seattle University 1999 — 2001
Master, Finance
University of Alaska Anchorage 1993 — 1997
BBA, Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY