Quellos Group, LLC
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Quellos Group, LLC Employees
Employee
Years
Job
Industry
Ryan McAninch Ryan McAninch's Quellos Group, LLC Experience 2006 - 2007
Job Associate at Goldman, Sachs & Co.
Industry Investment Management
Experience
Goldman, Sachs & Co. August 2012 - Present
BlackRock 2007 - 2012
Quellos Group, LLC 2006 - 2007
Skills
Valuation, Private Equity, Alternative Investments, Hedge Funds, Bloomberg, Equity Research, Equities, Fixed Income, Asset Management, Investment Banking, Financial Modeling, Fund Of Funds, Due Diligence, Portfolio Management, Investments, Corporate Finance, Venture Capital, Financial Analysis
Education
University of Puget Sound 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Goldman, Sachs & Co. August 2012 - Present
BlackRock 2007 - 2012
Quellos Group, LLC 2006 - 2007
Skills
Valuation, Private Equity, Alternative Investments, Hedge Funds, Bloomberg, Equity Research, Equities, Fixed Income, Asset Management, Investment Banking, Financial Modeling, Fund Of Funds, Due Diligence, Portfolio Management, Investments, Corporate Finance, Venture Capital, Financial Analysis
Education
University of Puget Sound 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Jill Bentley Jill Bentley's Quellos Group, LLC Experience September 2006 - October 2007
Job MPA Candidate, Health Policy and Management, NYU Wagner
Industry Public Policy
Experience
Concrete Safaris October 2012 - Present
BlackRock March 2011 - May 2013
BlackRock October 2007 - February 2011
Quellos Group, LLC September 2006 - October 2007
Education
NYU Wagner - School of Public Service 2013 — 2015
Master of Public Administration (MPA), Health Policy Analysis
Seattle University 2001 — 2005
Business Administration, International Business, Economics
Universidad Pablo de Olavide 2003 — 2003
Study Abroad, International Business and Economics
Concrete Safaris October 2012 - Present
BlackRock March 2011 - May 2013
BlackRock October 2007 - February 2011
Quellos Group, LLC September 2006 - October 2007
Education
NYU Wagner - School of Public Service 2013 — 2015
Master of Public Administration (MPA), Health Policy Analysis
Seattle University 2001 — 2005
Business Administration, International Business, Economics
Universidad Pablo de Olavide 2003 — 2003
Study Abroad, International Business and Economics
Jennifer Morales Jennifer Morales's Quellos Group, LLC Experience October 2005 - October 2007
Job COO of CRM and Client Analytics at BlackRock
Industry Information Technology and Services
Experience
BlackRock 2000 - Present
Quellos Group, LLC October 2005 - October 2007
Quellos Group, LLC June 2003 - October 2005
Skills
Business Analysis, Project Management, Program Management, Process Improvement, Requirements Analysis, Hedge Funds, Product Management, Business Process, Integration, Project Resourcing, Capacity Planning, Project Portfolio..., CA Clarity, MS Project, Agile & Waterfall..., Leading Meetings, Analytics, Agile Project Management, SDLC
Education
University of Oregon 1995 — 1999
Bachelor of Arts (B.A.), Business Administration and Management, General
BlackRock 2000 - Present
Quellos Group, LLC October 2005 - October 2007
Quellos Group, LLC June 2003 - October 2005
Skills
Business Analysis, Project Management, Program Management, Process Improvement, Requirements Analysis, Hedge Funds, Product Management, Business Process, Integration, Project Resourcing, Capacity Planning, Project Portfolio..., CA Clarity, MS Project, Agile & Waterfall..., Leading Meetings, Analytics, Agile Project Management, SDLC
Education
University of Oregon 1995 — 1999
Bachelor of Arts (B.A.), Business Administration and Management, General
Jason Malinowski Jason Malinowski's Quellos Group, LLC Experience September 2005 - September 2008
Job Chief Investment Officer at Seattle City Employees' Retirement System
Industry Financial Services
Experience
City of Seattle October 2014 - Present
BlackRock October 2008 - October 2014
Quellos Group, LLC September 2005 - September 2008
BlackRock July 2003 - July 2005
Education
New York University 1999 — 2003
BA, Mathematics, Economics
University of Washington Bothell 2011 — 2013
MA, Policy Studies
City of Seattle October 2014 - Present
BlackRock October 2008 - October 2014
Quellos Group, LLC September 2005 - September 2008
BlackRock July 2003 - July 2005
Education
New York University 1999 — 2003
BA, Mathematics, Economics
University of Washington Bothell 2011 — 2013
MA, Policy Studies
Scott Szeman, CFA's Quellos Group, LLC Experience 1999 - 2005
Job Consultant at ThemaTal Capital Management
Industry Investment Management
Experience
ThemaTal Capital Management March 2015 - Present
Market Neutral Trading Strategy January 2014 - Present
P-Flux Investment Research and Consulting July 2013 - Present
Paracle Advisors June 2011 - July 2013
Pioneer Square Advisors July 2008 - September 2011
On Sabbatical April 2005 - June 2008
Quellos Group, LLC 1999 - 2005
Skills
Hedging & Derivatives..., Trading Strategy..., Capital Markets..., Asset Allocation, Portfolio Construction, Risk Management, Manager Research and..., Quantitative Modeling &..., Algorithms and..., Financial Engineering, Software Design &..., Database Architecture, Data Utility..., Information..., Tactical/Relative Value..., Process Architecture, Java, Java Script, HTML, CSS, Python, PHP, MySQL
Education
Purdue University 1992 — 1997
ThemaTal Capital Management March 2015 - Present
Market Neutral Trading Strategy January 2014 - Present
P-Flux Investment Research and Consulting July 2013 - Present
Paracle Advisors June 2011 - July 2013
Pioneer Square Advisors July 2008 - September 2011
On Sabbatical April 2005 - June 2008
Quellos Group, LLC 1999 - 2005
Skills
Hedging & Derivatives..., Trading Strategy..., Capital Markets..., Asset Allocation, Portfolio Construction, Risk Management, Manager Research and..., Quantitative Modeling &..., Algorithms and..., Financial Engineering, Software Design &..., Database Architecture, Data Utility..., Information..., Tactical/Relative Value..., Process Architecture, Java, Java Script, HTML, CSS, Python, PHP, MySQL
Education
Purdue University 1992 — 1997
Peter Escher's Quellos Group, LLC Experience February 2004 - October 2005
Job Senior Brand Manager, Teavana Tea at Starbucks
Industry Consumer Goods
Experience
Starbucks September 2015 - Present
Starbucks May 2013 - Present
General Mills May 2012 - April 2013
General Mills April 2011 - May 2012
Liberty Mutual January 2010 - March 2011
MBA Oath 2009 - 2010
Wyeth Consumer Healthcare May 2008 - July 2008
Quellos Private Capital Markets, L.P. October 2005 - July 2007
Quellos Group, LLC February 2004 - October 2005
Homeless Children International-Kenya June 2001 - June 2003
Skills
Competitive Analysis, Marketing, Non-profits, Business Strategy, Investments, Private Equity, Financial Analysis, Due Diligence, Venture Capital, Strategic Planning, Business Development
Education
Harvard Business School 2007 — 2009
MBA
University of Washington 1997 — 2001
BA, Business Administration
Starbucks September 2015 - Present
Starbucks May 2013 - Present
General Mills May 2012 - April 2013
General Mills April 2011 - May 2012
Liberty Mutual January 2010 - March 2011
MBA Oath 2009 - 2010
Wyeth Consumer Healthcare May 2008 - July 2008
Quellos Private Capital Markets, L.P. October 2005 - July 2007
Quellos Group, LLC February 2004 - October 2005
Homeless Children International-Kenya June 2001 - June 2003
Skills
Competitive Analysis, Marketing, Non-profits, Business Strategy, Investments, Private Equity, Financial Analysis, Due Diligence, Venture Capital, Strategic Planning, Business Development
Education
Harvard Business School 2007 — 2009
MBA
University of Washington 1997 — 2001
BA, Business Administration
Elisa Sheftic, MBA's Quellos Group, LLC Experience January 2001 - December 2001
Job President & Managing Partner at Right Executive Search LLC
Industry Staffing and Recruiting
Experience
Right Executive Search LLC July 2010 - Present
The Patton Group LLC October 2008 - July 2010
R & L Solutions LLC February 2005 - November 2008
Quellos Group, LLC January 2001 - December 2001
Bear Stearns April 1995 - January 2001
Salomon Brothers June 1991 - April 1995
Skills
Executive Search, Recruiting, Talent Acquisition, Sourcing, Interviews, Management, Financial Services, Human Resources, Private Equity, Hedge Funds, Talent Management, Investment Banking, Management Consulting, Consulting, Strategic Partnerships, Organizational..., Capital Markets, Banking, Personnel Management, Employee Benefits, Alternative Investments, Professional Services, Career Development, Screening Resumes, Financial Markets, Venture Capital, Career Counseling, Employee Training, Accounting, Staff Development, HR Consulting, Candidate Generation, Strategic Sourcing, Talent Identification, Strategic Communications, Benefits Negotiation, Interview Preparation, Full-cycle Recruiting, Strategic HR, Tax Accounting, Candidate Development, Candidate Screening, Developing Client..., Candidate Selection, Training & Development, Recruitment/Retention, Sales Recruitment, HR Strategy, Interviewing, Talent Assessment
Education
New York University - Leonard N. Stern School of Business
MBA, Finance/Marketing
Cornell University
Post Graduate Advanced Certificate in Strategic Human Resources Management (In Progress), School of Industrial & Labor Relations
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
Right Executive Search LLC July 2010 - Present
The Patton Group LLC October 2008 - July 2010
R & L Solutions LLC February 2005 - November 2008
Quellos Group, LLC January 2001 - December 2001
Bear Stearns April 1995 - January 2001
Salomon Brothers June 1991 - April 1995
Skills
Executive Search, Recruiting, Talent Acquisition, Sourcing, Interviews, Management, Financial Services, Human Resources, Private Equity, Hedge Funds, Talent Management, Investment Banking, Management Consulting, Consulting, Strategic Partnerships, Organizational..., Capital Markets, Banking, Personnel Management, Employee Benefits, Alternative Investments, Professional Services, Career Development, Screening Resumes, Financial Markets, Venture Capital, Career Counseling, Employee Training, Accounting, Staff Development, HR Consulting, Candidate Generation, Strategic Sourcing, Talent Identification, Strategic Communications, Benefits Negotiation, Interview Preparation, Full-cycle Recruiting, Strategic HR, Tax Accounting, Candidate Development, Candidate Screening, Developing Client..., Candidate Selection, Training & Development, Recruitment/Retention, Sales Recruitment, HR Strategy, Interviewing, Talent Assessment
Education
New York University - Leonard N. Stern School of Business
MBA, Finance/Marketing
Cornell University
Post Graduate Advanced Certificate in Strategic Human Resources Management (In Progress), School of Industrial & Labor Relations
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
Lisa Mendez Lisa Mendez's Quellos Group, LLC Experience June 2004 - October 2007
Job Product Lead / UX Designer at BlackRock
Industry Information Technology and Services
Experience
BlackRock June 2015 - Present
BlackRock November 2014 - June 2015
BlackRock October 2007 - November 2014
Quellos Group, LLC June 2004 - October 2007
Information School, Univ. of Washington August 2002 - June 2004
GiftCertificates.com March 2002 - September 2002
Beyond.com April 1999 - August 2001
BuyDirect.com / CNET December 1997 - April 1999
Skills
Usability Testing, User Experience, User Interface Design, User Research, Technical Communication, Customer Interaction, E-commerce, Usability, User-centered Design, User Experience Design, Visio, Paper Prototyping, Heuristic Evaluation, Interaction Design, User Interface, Wireframes, Content Strategy, Experience Design, Mobile Applications, Usability Engineering, Content Management, CRM, Product Management, Project Management, Web Design, Agile Methodologies
Education
Girl Develop It - Seattle 2015 — 2015
HTML5 & CSS3
Girl Develop It - Seattle 2015 — 2015
Intro to Javascript
University of Washington 2002 — 2004
MLIS, Master of Library and Information Science
California Polytechnic State University-San Luis Obispo 1989 — 1993
BS, Business Management, Human Resources
BlackRock June 2015 - Present
BlackRock November 2014 - June 2015
BlackRock October 2007 - November 2014
Quellos Group, LLC June 2004 - October 2007
Information School, Univ. of Washington August 2002 - June 2004
GiftCertificates.com March 2002 - September 2002
Beyond.com April 1999 - August 2001
BuyDirect.com / CNET December 1997 - April 1999
Skills
Usability Testing, User Experience, User Interface Design, User Research, Technical Communication, Customer Interaction, E-commerce, Usability, User-centered Design, User Experience Design, Visio, Paper Prototyping, Heuristic Evaluation, Interaction Design, User Interface, Wireframes, Content Strategy, Experience Design, Mobile Applications, Usability Engineering, Content Management, CRM, Product Management, Project Management, Web Design, Agile Methodologies
Education
Girl Develop It - Seattle 2015 — 2015
HTML5 & CSS3
Girl Develop It - Seattle 2015 — 2015
Intro to Javascript
University of Washington 2002 — 2004
MLIS, Master of Library and Information Science
California Polytechnic State University-San Luis Obispo 1989 — 1993
BS, Business Management, Human Resources
Brett Veerhusen Brett Veerhusen's Quellos Group, LLC Experience May 2007 - August 2007
Job Executive Director at Seafood Harvesters of America
Industry Fishery
Experience
Seafood Harvesters of America April 2014 - Present
BV Fisheries, LLC February 2009 - Present
Arctic Frontiers Emerging Leaders Program January 2015 - January 2015
Commercial Fishermen for Bristol Bay May 2011 - April 2014
The Real Alaska, LLC April 2010 - May 2013
blueEnergy Group February 2010 - September 2010
blueEnergy Group September 2009 - March 2010
BlackRock Alternative Advisors July 2008 - April 2009
University of Puget Sound September 2005 - May 2008
Quellos Group, LLC May 2007 - August 2007
Skills
Public Speaking, Webmaster Services, Commercial Fishing, Research, Data Analysis, Fundraising, Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Spanish, Project Management, Nonprofits, Community Outreach, Management, Leadership, Political Campaigns, Fisheries Management, Recruiting, Event Planning
Education
University of Washington 2012 — 2014
Master's degree, Marine Affairs
University of Puget Sound 2004 — 2008
BA, Business and Leadership, Spanish
Seafood Harvesters of America April 2014 - Present
BV Fisheries, LLC February 2009 - Present
Arctic Frontiers Emerging Leaders Program January 2015 - January 2015
Commercial Fishermen for Bristol Bay May 2011 - April 2014
The Real Alaska, LLC April 2010 - May 2013
blueEnergy Group February 2010 - September 2010
blueEnergy Group September 2009 - March 2010
BlackRock Alternative Advisors July 2008 - April 2009
University of Puget Sound September 2005 - May 2008
Quellos Group, LLC May 2007 - August 2007
Skills
Public Speaking, Webmaster Services, Commercial Fishing, Research, Data Analysis, Fundraising, Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Spanish, Project Management, Nonprofits, Community Outreach, Management, Leadership, Political Campaigns, Fisheries Management, Recruiting, Event Planning
Education
University of Washington 2012 — 2014
Master's degree, Marine Affairs
University of Puget Sound 2004 — 2008
BA, Business and Leadership, Spanish
Francesca Mabon Francesca Mabon's Quellos Group, LLC Experience 2001 - 2002
Job Business Development Consultant at Northwest Psychiatry and Wellness Center
Industry Financial Services
Experience
Northwest Psychiatry and Wellness Center August 2015 - Present
Kutscher Rhodes & Benner, Inc. October 2014 - Present
Out & Equal Workplace Advocates November 2013 - October 2014
Waddell & Reed October 2013 - September 2014
Leading Retirement Solutions November 2013 - February 2014
MLTC September 2007 - October 2013
Merrill Lynch 2005 - 2007
Streambox, Inc. 2004 - 2005
PwC 2002 - 2004
Quellos Group, LLC 2001 - 2002
Skills
Investments, Leadership, Estate Planning, Portfolio Management, Financial Services, Management, Strategy, Wealth Management, Finance, Nonprofits, Financial Analysis, Asset Management, Fundraising, Marketing, Relationship Management, Asset Managment, Trust Services, Strategic Planning, Project Management, Training, Retirement Planning, High Net Worth..., Series 7, Non-profits, Microsoft Excel, Philanthropy, New Business Development, Accounting, Social Media, Event Management, Marketing Strategy
Education
AIB Personal Trust Diploma 2011 — 2012
Building Trust Expertise
Barnard College 1991 — 1995
Liberal Arts
Chapin School 1979 — 1991
High School
Northwest Psychiatry and Wellness Center August 2015 - Present
Kutscher Rhodes & Benner, Inc. October 2014 - Present
Out & Equal Workplace Advocates November 2013 - October 2014
Waddell & Reed October 2013 - September 2014
Leading Retirement Solutions November 2013 - February 2014
MLTC September 2007 - October 2013
Merrill Lynch 2005 - 2007
Streambox, Inc. 2004 - 2005
PwC 2002 - 2004
Quellos Group, LLC 2001 - 2002
Skills
Investments, Leadership, Estate Planning, Portfolio Management, Financial Services, Management, Strategy, Wealth Management, Finance, Nonprofits, Financial Analysis, Asset Management, Fundraising, Marketing, Relationship Management, Asset Managment, Trust Services, Strategic Planning, Project Management, Training, Retirement Planning, High Net Worth..., Series 7, Non-profits, Microsoft Excel, Philanthropy, New Business Development, Accounting, Social Media, Event Management, Marketing Strategy
Education
AIB Personal Trust Diploma 2011 — 2012
Building Trust Expertise
Barnard College 1991 — 1995
Liberal Arts
Chapin School 1979 — 1991
High School
Nina Musialczyk, CPA Nina Musialczyk, CPA's Quellos Group, LLC Experience August 2005 - May 2007
Job Tax Manager at Pioneer Square Advisors, LLC
Industry Financial Services
Experience
Pioneer Square Advisors, LLC May 2007 - Present
Quellos Group, LLC August 2005 - May 2007
Peterson Sullivan LLP December 2003 - July 2005
Skills
Tax, Tax Accounting, CPA, Income Tax, Partnership Taxation, Corporate Tax, Tax Research, Tax Preparation, S Corporations, Tax Returns, Financial Statements, Tax Advisory, Microsoft Excel, High Net Worth..., State Tax
Education
Michigan State University 1997 — 2003
M.S. of Professional Accounting with Specilization in Taxation, Accounting and Finance
Michigan State University 1997 — 2003
B.A. of Accounting, Accounting and Finance
Pioneer Square Advisors, LLC May 2007 - Present
Quellos Group, LLC August 2005 - May 2007
Peterson Sullivan LLP December 2003 - July 2005
Skills
Tax, Tax Accounting, CPA, Income Tax, Partnership Taxation, Corporate Tax, Tax Research, Tax Preparation, S Corporations, Tax Returns, Financial Statements, Tax Advisory, Microsoft Excel, High Net Worth..., State Tax
Education
Michigan State University 1997 — 2003
M.S. of Professional Accounting with Specilization in Taxation, Accounting and Finance
Michigan State University 1997 — 2003
B.A. of Accounting, Accounting and Finance
Alex Garris Alex Garris's Quellos Group, LLC Experience 2000 - 2000
Job Chief UX Monkey at Monkey Republic Design
Industry Design
Experience
Monkey Republic Design November 2010 - Present
California Bank & Trust, Media & Entertainment Group October 2008 - March 2011
Sony Pictures Entertainment 2005 - 2005
Robert D Niehaus Consulting December 2002 - November 2003
CIBC World Markets May 2001 - August 2002
Quellos Group, LLC 2000 - 2000
Skills
User Experience, Strategy, User Interface Design, Information Architecture, User Experience Design
Education
Yale University - Yale School of Management 2004 — 2006
MBA, Strategy, Creativity, Marketing
Claremont McKenna College 1997 — 2001
BA, Philosophy, Politics & Economics
Monkey Republic Design November 2010 - Present
California Bank & Trust, Media & Entertainment Group October 2008 - March 2011
Sony Pictures Entertainment 2005 - 2005
Robert D Niehaus Consulting December 2002 - November 2003
CIBC World Markets May 2001 - August 2002
Quellos Group, LLC 2000 - 2000
Skills
User Experience, Strategy, User Interface Design, Information Architecture, User Experience Design
Education
Yale University - Yale School of Management 2004 — 2006
MBA, Strategy, Creativity, Marketing
Claremont McKenna College 1997 — 2001
BA, Philosophy, Politics & Economics
Aaron Appelbaum's Quellos Group, LLC Experience 2006 - 2008
Job Business Analyst, Americas Institutional at Russell Investments
Industry Financial Services
Experience
Russell Investments 2013 - Present
BGI 2009 - 2013
BGI 2009 - 2013
Parker Staffing Services 2008 - 2009
BlackRock 2006 - 2008
Quellos Group, LLC 2006 - 2008
Warner Music Group (contractor) 2005 - 2006
uWink, Inc. 2004 - 2005
Skills
Business Analysis, Financial Reporting, Experienced Business..., Business Intelligence, Networking, System Administration, SharePoint, Software Documentation, Network Security, Microsoft SQL Server, Information Security..., XP, SQL Server, Visual Studio, SSRS
Education
Capitol College 2006 — 2008
Master of Science, Information Assurance
Musicians Institute 2001 — 2005
Bachelor of Music, Commercial Music
Russell Investments 2013 - Present
BGI 2009 - 2013
BGI 2009 - 2013
Parker Staffing Services 2008 - 2009
BlackRock 2006 - 2008
Quellos Group, LLC 2006 - 2008
Warner Music Group (contractor) 2005 - 2006
uWink, Inc. 2004 - 2005
Skills
Business Analysis, Financial Reporting, Experienced Business..., Business Intelligence, Networking, System Administration, SharePoint, Software Documentation, Network Security, Microsoft SQL Server, Information Security..., XP, SQL Server, Visual Studio, SSRS
Education
Capitol College 2006 — 2008
Master of Science, Information Assurance
Musicians Institute 2001 — 2005
Bachelor of Music, Commercial Music
Jesse Licht, CFA Jesse Licht, CFA's Quellos Group, LLC Experience June 2006 - October 2007
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock June 2006 - Present
Quellos Group, LLC June 2006 - October 2007
Skills
Hedge Funds, Alternative Investments, Equities, Bloomberg, Valuation, Investment Strategies, Asset Managment, Investments, Due Diligence, Financial Analysis
Education
Pomona College 2002 — 2006
Bachelor of Arts (B.A.), Economics
University of Cambridge 2005 — 2005
BlackRock June 2006 - Present
Quellos Group, LLC June 2006 - October 2007
Skills
Hedge Funds, Alternative Investments, Equities, Bloomberg, Valuation, Investment Strategies, Asset Managment, Investments, Due Diligence, Financial Analysis
Education
Pomona College 2002 — 2006
Bachelor of Arts (B.A.), Economics
University of Cambridge 2005 — 2005
Jeffrey Lobb Jeffrey Lobb's Quellos Group, LLC Experience May 2003 - August 2006
Job Senior Helpdesk Technician at Apex Learning
Industry E-Learning
Experience
Apex Learning March 2013 - Present
Crane Aerospace & Electronics November 2010 - November 2012
Crane Aerospace & Electronics February 2008 - March 2010
Expedia August 2007 - October 2007
Siemens IT Solutions & Services October 2006 - April 2007
Quellos Group, LLC May 2003 - August 2006
Infogrames November 2002 - February 2003
EB Games May 1989 - November 2002
Skills
Computer Repair, Computer Hardware, Computer Maintenance, Software Installation, Customer Service, Management, Troubleshooting, Windows 7, Windows XP Pro, Microsoft Office 2003, Microsoft Office 2007, SharePoint, Active Directory, Microsoft Exchange, DHCP, Windows Server, Remote Desktop, Tape Backup, Nortel, Tandberg, Polycom, Ticketing Systems, Multi Tasking, WebEx, Citrix, Android, VPN, Ubuntu, Software Documentation, Blackberry Enterprise..., Blackberry, Cisco Technologies, Mac OS, Macintosh Applications, Macintosh hardware, Networking, Microsoft Office, IT Service Management, IT Management, IT Strategy
Education
Edmonds Community College 2003 — 2003
Computer Programming
Edmonds Community College 1989 — 1989
Computer Programming
Mariner High School 1985 — 1988
Diploma, Electronics 560
Apex Learning March 2013 - Present
Crane Aerospace & Electronics November 2010 - November 2012
Crane Aerospace & Electronics February 2008 - March 2010
Expedia August 2007 - October 2007
Siemens IT Solutions & Services October 2006 - April 2007
Quellos Group, LLC May 2003 - August 2006
Infogrames November 2002 - February 2003
EB Games May 1989 - November 2002
Skills
Computer Repair, Computer Hardware, Computer Maintenance, Software Installation, Customer Service, Management, Troubleshooting, Windows 7, Windows XP Pro, Microsoft Office 2003, Microsoft Office 2007, SharePoint, Active Directory, Microsoft Exchange, DHCP, Windows Server, Remote Desktop, Tape Backup, Nortel, Tandberg, Polycom, Ticketing Systems, Multi Tasking, WebEx, Citrix, Android, VPN, Ubuntu, Software Documentation, Blackberry Enterprise..., Blackberry, Cisco Technologies, Mac OS, Macintosh Applications, Macintosh hardware, Networking, Microsoft Office, IT Service Management, IT Management, IT Strategy
Education
Edmonds Community College 2003 — 2003
Computer Programming
Edmonds Community College 1989 — 1989
Computer Programming
Mariner High School 1985 — 1988
Diploma, Electronics 560
David Josue David Josue's Quellos Group, LLC Experience May 2002 - October 2007
Job Technical Program Manager
Industry Information Technology and Services
Experience
Clutch - weareclutch.com May 2015 - Present
Nordstrom September 2013 - April 2015
Nordstrom May 2011 - August 2013
Nordstrom November 2009 - April 2011
BlackRock November 2007 - November 2008
Quellos Group, LLC May 2002 - October 2007
Skills
Agile Methodologies, Continuous Delivery, Continuous Improvement, SharePoint, SDLC, Business Analysis, Visio, Process Improvement, Scrum, Microsoft Office, Web Development, HTML5, CSS, HTML 5, Pair Programming, DevOps, Team Building, Team Leadership, Team Management, Value Stream Mapping, JIRA, Microsoft Technologies, Project Management, Management, Leadership, Program Management, Software Project...
Education
Seattle Central Community College
University of Washington
Clutch - weareclutch.com May 2015 - Present
Nordstrom September 2013 - April 2015
Nordstrom May 2011 - August 2013
Nordstrom November 2009 - April 2011
BlackRock November 2007 - November 2008
Quellos Group, LLC May 2002 - October 2007
Skills
Agile Methodologies, Continuous Delivery, Continuous Improvement, SharePoint, SDLC, Business Analysis, Visio, Process Improvement, Scrum, Microsoft Office, Web Development, HTML5, CSS, HTML 5, Pair Programming, DevOps, Team Building, Team Leadership, Team Management, Value Stream Mapping, JIRA, Microsoft Technologies, Project Management, Management, Leadership, Program Management, Software Project...
Education
Seattle Central Community College
University of Washington
Ankur Kalsi Ankur Kalsi's Quellos Group, LLC Experience February 2001 - September 2007
Job Managing Director at BlackRock
Industry Information Technology and Services
Experience
BlackRock October 2007 - Present
Quellos Group, LLC February 2001 - September 2007
Nexcura Inc March 2000 - February 2001
Skills
IT Management, Product Development, Project Management, Software Development, Microsoft SQL Server, Business Intelligence, Business Analysis, Agile Methodologies, C#, Java, Program Management, Enterprise Architecture, IT Strategy, Integration, Cloud Computing, Enterprise Software, Software Project...
Education
City University of Seattle
Bachelor's Degree, Computer Science
Newport High School
High School
BlackRock October 2007 - Present
Quellos Group, LLC February 2001 - September 2007
Nexcura Inc March 2000 - February 2001
Skills
IT Management, Product Development, Project Management, Software Development, Microsoft SQL Server, Business Intelligence, Business Analysis, Agile Methodologies, C#, Java, Program Management, Enterprise Architecture, IT Strategy, Integration, Cloud Computing, Enterprise Software, Software Project...
Education
City University of Seattle
Bachelor's Degree, Computer Science
Newport High School
High School
Leslie Mittendorf Leslie Mittendorf's Quellos Group, LLC Experience June 2006 - May 2007
Job Senior Interaction Designer, Information Management Professional
Industry Information Technology and Services
Experience
BlackRock June 2006 - Present
NorthWest Reps November 2003 - Present
Quellos Group, LLC June 2006 - May 2007
Bill & Melinda Gates Foundation November 2000 - December 2003
The North Face 1997 - 2000
Rainier Mountaineering, Inc 1991 - 1997
Landmark Incentive Marketing October 1995 - August 1996
Skills
Interaction Design, Usability Testing, Usability, User Research, Visual Design, User Experience, Front-end Design, Project Management, User Interaction, User Interface, Information Architecture, Visio, Business Analysis, Taxonomy, Requirements Gathering, Wireframes, Sketching, Rapid Prototyping, Critical Thinking, Financial Services, Alternative Investments, Master Scheduling, Experience Design
Education
University of Washington 2005 — 2007
MSIM, Information Management
Marietta College 1986 — 1990
BA, History and Philosophy
Mariemont High School 1982 — 1986
High School Diploma
BlackRock June 2006 - Present
NorthWest Reps November 2003 - Present
Quellos Group, LLC June 2006 - May 2007
Bill & Melinda Gates Foundation November 2000 - December 2003
The North Face 1997 - 2000
Rainier Mountaineering, Inc 1991 - 1997
Landmark Incentive Marketing October 1995 - August 1996
Skills
Interaction Design, Usability Testing, Usability, User Research, Visual Design, User Experience, Front-end Design, Project Management, User Interaction, User Interface, Information Architecture, Visio, Business Analysis, Taxonomy, Requirements Gathering, Wireframes, Sketching, Rapid Prototyping, Critical Thinking, Financial Services, Alternative Investments, Master Scheduling, Experience Design
Education
University of Washington 2005 — 2007
MSIM, Information Management
Marietta College 1986 — 1990
BA, History and Philosophy
Mariemont High School 1982 — 1986
High School Diploma
Robert Sherer's Quellos Group, LLC Experience February 2004 - November 2005
Job Account Manager at the Rubicon Project
Industry Internet
Experience
the Rubicon Project November 2012 - Present
Pioneer Square Advisors October 2008 - May 2011
Private Placement, LLC September 2007 - August 2008
Traveling and Writing May 2006 - August 2007
Tahoma Capital Management December 2005 - April 2006
Quellos Group, LLC February 2004 - November 2005
Quellos Group, LLC August 1999 - January 2004
Skills
Building Relationships, Business Analysis, Data Analysis, Business Strategy, Collaborative Problem..., Marketing Strategy, Hedge Funds, Analytics, Investments, Market Research, Digital Media, Strategy, Entrepreneurship, Portfolio Management, Online Advertising, Start-ups, Marketing, Mergers & Acquisitions, Management, Consulting, Social Media
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1995 — 1999
B.S., Civil Engineering
the Rubicon Project November 2012 - Present
Pioneer Square Advisors October 2008 - May 2011
Private Placement, LLC September 2007 - August 2008
Traveling and Writing May 2006 - August 2007
Tahoma Capital Management December 2005 - April 2006
Quellos Group, LLC February 2004 - November 2005
Quellos Group, LLC August 1999 - January 2004
Skills
Building Relationships, Business Analysis, Data Analysis, Business Strategy, Collaborative Problem..., Marketing Strategy, Hedge Funds, Analytics, Investments, Market Research, Digital Media, Strategy, Entrepreneurship, Portfolio Management, Online Advertising, Start-ups, Marketing, Mergers & Acquisitions, Management, Consulting, Social Media
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1995 — 1999
B.S., Civil Engineering
Linda Hamilton Parker Linda Hamilton Parker's Quellos Group, LLC Experience 2002 - 2007
Job Maitland
Industry Financial Services
Experience
Maitland March 2015 - Present
Wealthcare Capital Management May 2013 - March 2015
Thompson Davis & Co. January 2010 - May 2013
Markel International 2007 - 2008
Quellos Group, LLC 2002 - 2007
Incepta Ventures (Bechtel Affiliate) 2000 - 2002
PMG Capital 1998 - 2000
ESPN 1996 - 1998
Skills
Customer Service, Executive..., Project Management, Customer Service..., Fundamental Analysis, Graphic Design, Video Editing, Videography, Video Production, Desktop Publishing, Help Desk Support, Online Research, Microsoft Office
Education
Elon University
Bachelor of Arts (BA), Mass Communication/Media Studies
Maitland March 2015 - Present
Wealthcare Capital Management May 2013 - March 2015
Thompson Davis & Co. January 2010 - May 2013
Markel International 2007 - 2008
Quellos Group, LLC 2002 - 2007
Incepta Ventures (Bechtel Affiliate) 2000 - 2002
PMG Capital 1998 - 2000
ESPN 1996 - 1998
Skills
Customer Service, Executive..., Project Management, Customer Service..., Fundamental Analysis, Graphic Design, Video Editing, Videography, Video Production, Desktop Publishing, Help Desk Support, Online Research, Microsoft Office
Education
Elon University
Bachelor of Arts (BA), Mass Communication/Media Studies
David Matter David Matter's Quellos Group, LLC Experience February 1998 - September 2007
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock October 2007 - Present
Quellos Group, LLC February 1998 - September 2007
Skills
Hedge Funds
Education
University of Washington 1994 — 1998
Master of Business Administration (MBA) & Master of International Studies (MAIS), Finance and Financial Management Services & Development Economics
University of Pennsylvania 1987 — 1991
Bachelor of Science (BS), International Relations and Affairs & Economics
Loyola High School 1983 — 1987
BlackRock October 2007 - Present
Quellos Group, LLC February 1998 - September 2007
Skills
Hedge Funds
Education
University of Washington 1994 — 1998
Master of Business Administration (MBA) & Master of International Studies (MAIS), Finance and Financial Management Services & Development Economics
University of Pennsylvania 1987 — 1991
Bachelor of Science (BS), International Relations and Affairs & Economics
Loyola High School 1983 — 1987
Jennifer Wieting Jennifer Wieting's Quellos Group, LLC Experience 2002 - 2005
Job Account Manager and Executive Assistant to CEO
Industry Financial Services
Experience
Checklist Home Services 2013 - Present
Silver Arrow Marketing, S.A. 2011 - 2013
Sports Book Review Inc. 2008 - 2009
Quellos Group, LLC 2002 - 2005
Gildor Investments, Inc. 2001 - 2001
Gildor Investments, Inc. 2000 - 2001
Lead Dog Digital 1998 - 2000
Skills
Microsoft Office, QuickBooks, Account Management, CRM, Realtime Gaming, Collectify
Education
Smith College 1992 — 1996
Class of 1996, Political Science and Government
The Bronx HS of Science 1988 — 1991
Class of 1991, NY Regents Scholar
Checklist Home Services 2013 - Present
Silver Arrow Marketing, S.A. 2011 - 2013
Sports Book Review Inc. 2008 - 2009
Quellos Group, LLC 2002 - 2005
Gildor Investments, Inc. 2001 - 2001
Gildor Investments, Inc. 2000 - 2001
Lead Dog Digital 1998 - 2000
Skills
Microsoft Office, QuickBooks, Account Management, CRM, Realtime Gaming, Collectify
Education
Smith College 1992 — 1996
Class of 1996, Political Science and Government
The Bronx HS of Science 1988 — 1991
Class of 1991, NY Regents Scholar
Jeremy Freise, CAIA Jeremy Freise, CAIA's Quellos Group, LLC Experience March 2004 - September 2007
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock October 2007 - Present
Quellos Group, LLC March 2004 - September 2007
Education
Northwestern University 2013 — 2016
Master's degree, Public Policy Analysis
University of Puget Sound 1997 — 2001
Bachelor of Science (BS), Economics
BlackRock October 2007 - Present
Quellos Group, LLC March 2004 - September 2007
Education
Northwestern University 2013 — 2016
Master's degree, Public Policy Analysis
University of Puget Sound 1997 — 2001
Bachelor of Science (BS), Economics
Tim Bowen, CFA Tim Bowen, CFA's Quellos Group, LLC Experience January 2001 - December 2006
Job Founder & Chief Investment Officer at ThemaTal Capital Management
Industry Investment Management
Experience
ThemaTal Capital Management Consultant - Hedge FundsVulcan CapitalOctober 2011 - Present
ThemaTal Capital Management July 2011 - Present
Vulcan Capital January 2007 - July 2011
Quellos Group, LLC January 2001 - December 2006
FDIC September 1998 - January 2001
Skills
Hedge Funds, Private Equity, Portfolio Management, Asset Managment, Venture Capital, Valuation, Equities, Financial Modeling, Investments, Capital Markets, Financial Analysis, Due Diligence, Asset Management, Asset Allocation, Fixed Income, Alternative Investments, Derivatives, Bloomberg
Education
Central Washington University
Bachelor, Finance and Economics
ThemaTal Capital Management Consultant - Hedge FundsVulcan CapitalOctober 2011 - Present
ThemaTal Capital Management July 2011 - Present
Vulcan Capital January 2007 - July 2011
Quellos Group, LLC January 2001 - December 2006
FDIC September 1998 - January 2001
Skills
Hedge Funds, Private Equity, Portfolio Management, Asset Managment, Venture Capital, Valuation, Equities, Financial Modeling, Investments, Capital Markets, Financial Analysis, Due Diligence, Asset Management, Asset Allocation, Fixed Income, Alternative Investments, Derivatives, Bloomberg
Education
Central Washington University
Bachelor, Finance and Economics
Casey Bowman Casey Bowman's Quellos Group, LLC Experience 2005 - 2007
Job Chief of Staff at U.S. House of Representatives
Industry Public Policy
Experience
U.S. House of Representatives December 2012 - Present
U.S. House of Representatives February 2012 - December 2012
U.S. Representative Jaime Herrera Beutler (WA-03) January 2011 - February 2012
Jaime Herrera for Congress March 2010 - November 2010
Dino Rossi for Governor November 2007 - November 2008
Waggener Edstrom 2007 - 2007
Quellos Group, LLC 2005 - 2007
Dino Rossi for Governor November 2003 - June 2005
Homeless Children International - Kenya June 2002 - August 2003
Skills
Policy Analysis, Public Policy, Media Relations, Crisis Communications, Marketing Communications, Strategic Communications, Grassroots Organizing, Politics, Cross-functional Team..., Legislative Relations, Event Management, Political Campaigns, Management, Policy, Public Relations, Fundraising, Grassroots, Marketing
Education
University of Washington 1998 — 2002
BA, International Studies - Development
Universidad Complutense de Madrid 2001 — 2001
Spanish Language Studies
U.S. House of Representatives December 2012 - Present
U.S. House of Representatives February 2012 - December 2012
U.S. Representative Jaime Herrera Beutler (WA-03) January 2011 - February 2012
Jaime Herrera for Congress March 2010 - November 2010
Dino Rossi for Governor November 2007 - November 2008
Waggener Edstrom 2007 - 2007
Quellos Group, LLC 2005 - 2007
Dino Rossi for Governor November 2003 - June 2005
Homeless Children International - Kenya June 2002 - August 2003
Skills
Policy Analysis, Public Policy, Media Relations, Crisis Communications, Marketing Communications, Strategic Communications, Grassroots Organizing, Politics, Cross-functional Team..., Legislative Relations, Event Management, Political Campaigns, Management, Policy, Public Relations, Fundraising, Grassroots, Marketing
Education
University of Washington 1998 — 2002
BA, International Studies - Development
Universidad Complutense de Madrid 2001 — 2001
Spanish Language Studies
Megan Hannah Megan Hannah's Quellos Group, LLC Experience July 2002 - October 2007
Job Director at BlackRock Alternative Advisors
Industry Financial Services
Experience
BlackRock October 2007 - Present
Quellos Group, LLC July 2002 - October 2007
Focus Capital January 2000 - June 2002
Sirach Capital May 1999 - December 1999
Skills
Hedge Funds, Equities, Asset Management, Alternative Investments
Education
Occidental College 1995 — 1999
BA, Economics for Business & Management
Lakeside
Lakeside
BlackRock October 2007 - Present
Quellos Group, LLC July 2002 - October 2007
Focus Capital January 2000 - June 2002
Sirach Capital May 1999 - December 1999
Skills
Hedge Funds, Equities, Asset Management, Alternative Investments
Education
Occidental College 1995 — 1999
BA, Economics for Business & Management
Lakeside
Lakeside
Adam Schwank's Quellos Group, LLC Experience June 2004 - July 2006
Job Assistant Vice President at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management June 2011 - Present
Kennedy Associates Real Estate Counsel, LP July 2006 - August 2010
Quellos Group, LLC June 2004 - July 2006
Skills
Asset Management, Financial Analysis, Real Estate Development, DCF, Valuation, Due Diligence, Real Estate, Real Estate Finance, Real Estate Economics, Finance, Property Management, Investment Properties, Financial Modeling
Education
Massachusetts Institute of Technology 2010 — 2011
MS, Real Estate Development
Northern Arizona University 1999 — 2003
BS, Finance
Bainbridge High School 1995 — 1999
AEW Capital Management June 2011 - Present
Kennedy Associates Real Estate Counsel, LP July 2006 - August 2010
Quellos Group, LLC June 2004 - July 2006
Skills
Asset Management, Financial Analysis, Real Estate Development, DCF, Valuation, Due Diligence, Real Estate, Real Estate Finance, Real Estate Economics, Finance, Property Management, Investment Properties, Financial Modeling
Education
Massachusetts Institute of Technology 2010 — 2011
MS, Real Estate Development
Northern Arizona University 1999 — 2003
BS, Finance
Bainbridge High School 1995 — 1999
Bruce Haley Bruce Haley's Quellos Group, LLC Experience 2004 - 2005
Job Software Design Engineer at Microsoft
Industry Computer Software
Experience
Microsoft Research, FUSE Labs 2012 - 2013
Microsoft 2011 - 2012
Microsoft 2010 - 2011
LexisNexis Applied Discovery 2006 - 2009
Microsoft 2005 - 2006
Quellos Group, LLC 2004 - 2005
Microsoft 2004 - 2004
Microsoft 2003 - 2004
Northwest Renal Network 2001 - 2003
SynApps Software, Inc. 1994 - 2001
Skills
ASP.NET, Microsoft SQL Server, SQL, Test Automation, Databases, C#, C++, TFS, Visual Basic, Visual Studio, Software Development, Agile Methodologies, T-SQL, Software Design, Windows, Programming, C, Relational Databases
Education
The Evergreen State College
BA, Psychology
Williams College
Sciences
Microsoft Research, FUSE Labs 2012 - 2013
Microsoft 2011 - 2012
Microsoft 2010 - 2011
LexisNexis Applied Discovery 2006 - 2009
Microsoft 2005 - 2006
Quellos Group, LLC 2004 - 2005
Microsoft 2004 - 2004
Microsoft 2003 - 2004
Northwest Renal Network 2001 - 2003
SynApps Software, Inc. 1994 - 2001
Skills
ASP.NET, Microsoft SQL Server, SQL, Test Automation, Databases, C#, C++, TFS, Visual Basic, Visual Studio, Software Development, Agile Methodologies, T-SQL, Software Design, Windows, Programming, C, Relational Databases
Education
The Evergreen State College
BA, Psychology
Williams College
Sciences
Kristin Wilkins Adams Kristin Wilkins Adams's Quellos Group, LLC Experience 2002 - 2002
Job Director of Finance and Administration at Igneous Systems
Industry Financial Services
Experience
Igneous Systems March 2015 - Present
Denali Fitness, Equinox, Community Fitness June 2006 - Present
Infospace (a subsidiary of Blucora) June 2012 - February 2015
CoffeeTable (Real Valuable Corporation) April 2011 - June 2012
Fit Finance, LLC July 2007 - April 2011
Washington Mutual (acquired by JPMorganChase in 2008) April 2003 - July 2007
Go Big Whitewater, LLC May 2002 - April 2005
CCD Enterprises 2003 - 2003
Quellos Group, LLC 2002 - 2002
Qpass (acquired by Amdocs in 2006) 2000 - 2001
Skills
Process Improvement, Project Management, Strategic Leadership, Forecasting, Analysis, Accounting, Financial Analysis, Financial Modeling, Start-ups, Analytics, E-commerce, Management, Business Process, Strategy, Business Planning, Leadership, Finance
Education
University of Washington
BA, English
University of San Francisco - Masagung Graduate School of Management
MBA, Finance, Project Management
Igneous Systems March 2015 - Present
Denali Fitness, Equinox, Community Fitness June 2006 - Present
Infospace (a subsidiary of Blucora) June 2012 - February 2015
CoffeeTable (Real Valuable Corporation) April 2011 - June 2012
Fit Finance, LLC July 2007 - April 2011
Washington Mutual (acquired by JPMorganChase in 2008) April 2003 - July 2007
Go Big Whitewater, LLC May 2002 - April 2005
CCD Enterprises 2003 - 2003
Quellos Group, LLC 2002 - 2002
Qpass (acquired by Amdocs in 2006) 2000 - 2001
Skills
Process Improvement, Project Management, Strategic Leadership, Forecasting, Analysis, Accounting, Financial Analysis, Financial Modeling, Start-ups, Analytics, E-commerce, Management, Business Process, Strategy, Business Planning, Leadership, Finance
Education
University of Washington
BA, English
University of San Francisco - Masagung Graduate School of Management
MBA, Finance, Project Management
Jerry Dark Jerry Dark's Quellos Group, LLC Experience 2001 - 2005
Job CHRO at KCG Holdings, Inc.
Industry Financial Services
Experience
KCG Holdings, Inc. July 2013 - Present
GETCO LLC November 2011 - July 2013
Cisco May 2011 - November 2011
Cisco 2008 - November 2011
Microsoft 2005 - 2008
Quellos Group, LLC 2001 - 2005
E*TRADE Financial 1998 - 2000
Coopers & Lybrand Consulting 1995 - 1998
Georgia Institute of Technology 1991 - 1995
Skills
HR Transformation, Organizational..., Mergers, Vendor Management, Recruiting, Workforce Planning, Leadership Development, Process Improvement, Executive Coaching, Strategic Planning, Deferred Compensation, Mergers & Acquisitions, Management, Personnel Management, Leadership, Management Consulting, Employee Engagement, Sourcing, Change Management, New Business Development, Coaching, HR Policies, Executive Management, Executive Search, Start-ups, Technical Recruiting, Training, Talent Acquisition, Strategy, Human Resources, Performance Management, Talent Management
Education
University of Missouri-Kansas City 1976 — 1980
MBA, Finance
University of Missouri-Kansas City 1973 — 1974
Bachelor's Degree, Business Administration and Management, General
KCG Holdings, Inc. July 2013 - Present
GETCO LLC November 2011 - July 2013
Cisco May 2011 - November 2011
Cisco 2008 - November 2011
Microsoft 2005 - 2008
Quellos Group, LLC 2001 - 2005
E*TRADE Financial 1998 - 2000
Coopers & Lybrand Consulting 1995 - 1998
Georgia Institute of Technology 1991 - 1995
Skills
HR Transformation, Organizational..., Mergers, Vendor Management, Recruiting, Workforce Planning, Leadership Development, Process Improvement, Executive Coaching, Strategic Planning, Deferred Compensation, Mergers & Acquisitions, Management, Personnel Management, Leadership, Management Consulting, Employee Engagement, Sourcing, Change Management, New Business Development, Coaching, HR Policies, Executive Management, Executive Search, Start-ups, Technical Recruiting, Training, Talent Acquisition, Strategy, Human Resources, Performance Management, Talent Management
Education
University of Missouri-Kansas City 1976 — 1980
MBA, Finance
University of Missouri-Kansas City 1973 — 1974
Bachelor's Degree, Business Administration and Management, General
Monica Jensen Monica Jensen's Quellos Group, LLC Experience 2002 - 2004
Job Controller at DW Healthcare Partners
Industry Venture Capital & Private Equity
Experience
DW Healthcare Partners June 2007 - Present
Peterson Partners 2004 - 2007
Quellos Group, LLC 2002 - 2004
Arthur Andersen & Co. 1999 - 2001
EY 1998 - 1999
Education
Emory University - Goizueta Business School 1994 — 1998
Bachelor's Degree, Business Administration
DW Healthcare Partners June 2007 - Present
Peterson Partners 2004 - 2007
Quellos Group, LLC 2002 - 2004
Arthur Andersen & Co. 1999 - 2001
EY 1998 - 1999
Education
Emory University - Goizueta Business School 1994 — 1998
Bachelor's Degree, Business Administration
Jason Alsobrook Jason Alsobrook's Quellos Group, LLC Experience April 2004 - October 2007
Job Client Infrastructure Rep 5 at Unisys
Industry Information Technology and Services
Experience
Unisys May 2009 - Present
BlackRock October 2007 - May 2009
Quellos Group, LLC April 2004 - October 2007
Skills
Networking, Troubleshooting, Blackberry Enterprise..., Laptops, Blackberry, Infrastructure, Disaster Recovery, Active Directory, Citrix, Telecommunications, Desktop Computers, Management, Asset Managment, Project Management, Mobile Devices, Vendor Management, Windows Server, MobileIron, Video Conferencing, Software Documentation
Education
Skidmore College 2001 — 2005
BS, Art & Literature
Unisys May 2009 - Present
BlackRock October 2007 - May 2009
Quellos Group, LLC April 2004 - October 2007
Skills
Networking, Troubleshooting, Blackberry Enterprise..., Laptops, Blackberry, Infrastructure, Disaster Recovery, Active Directory, Citrix, Telecommunications, Desktop Computers, Management, Asset Managment, Project Management, Mobile Devices, Vendor Management, Windows Server, MobileIron, Video Conferencing, Software Documentation
Education
Skidmore College 2001 — 2005
BS, Art & Literature
Dane Christofferson's Quellos Group, LLC Experience May 2006 - August 2006
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte Consulting August 2013 - Present
University of Washington, Michael G. Foster School of Business August 2011 - June 2013
Amazon June 2012 - August 2012
Deloitte Consulting July 2007 - August 2011
Quellos Group, LLC May 2006 - August 2006
Skills
Management Consulting, Financial Analysis, Financial Modeling, Financial Operations, Business Case Modelling, Healthcare Analytics, Business Process..., Data Analysis
Education
University of Washington, Michael G. Foster School of Business 2011 — 2013
MBA
Pepperdine University 2003 — 2007
B.S. Finance; B.A. Economics
Deloitte Consulting August 2013 - Present
University of Washington, Michael G. Foster School of Business August 2011 - June 2013
Amazon June 2012 - August 2012
Deloitte Consulting July 2007 - August 2011
Quellos Group, LLC May 2006 - August 2006
Skills
Management Consulting, Financial Analysis, Financial Modeling, Financial Operations, Business Case Modelling, Healthcare Analytics, Business Process..., Data Analysis
Education
University of Washington, Michael G. Foster School of Business 2011 — 2013
MBA
Pepperdine University 2003 — 2007
B.S. Finance; B.A. Economics
Christina van Beelen Christina van Beelen's Quellos Group, LLC Experience 2001 - 2004
Job SECOR Asset Management
Industry Financial Services
Experience
SECOR Asset Management 2011 - Present
Citadel Investment Group 2010 - 2011
Goldman Sachs 2004 - 2010
Quellos Group, LLC 2001 - 2004
TradeOut 2000 - 2001
MacAndrews & Forbes 1996 - 1998
Presidential Campaign of Sen. Richard Lugar 1995 - 1996
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Strategic Management, Finance
Northwestern University 1990 — 1994
BA, Political Science
SECOR Asset Management 2011 - Present
Citadel Investment Group 2010 - 2011
Goldman Sachs 2004 - 2010
Quellos Group, LLC 2001 - 2004
TradeOut 2000 - 2001
MacAndrews & Forbes 1996 - 1998
Presidential Campaign of Sen. Richard Lugar 1995 - 1996
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Strategic Management, Finance
Northwestern University 1990 — 1994
BA, Political Science
Tess White Tess White's Quellos Group, LLC Experience May 2005 - May 2007
Job Student at Palomar College
Industry Retail
Experience
United States Marine Corps October 2014 - Present
United States Marine Corps May 2011 - April 2014
Safeway April 2011 - September 2013
United States Marine Corps May 2007 - January 2011
Quellos Group, LLC May 2005 - May 2007
Skills
Military Experience, Military Operations, Operational Planning, Security Clearance, Command, National Security, Weapons, Military Logistics, DoD, Organizational..., Team Leadership, Government, Training, Leadership, Logistics, Analysis, Management
Education
University of Puget Sound 2001 — 2005
Bachelor of Science (B.S.), Economics
United States Marine Corps October 2014 - Present
United States Marine Corps May 2011 - April 2014
Safeway April 2011 - September 2013
United States Marine Corps May 2007 - January 2011
Quellos Group, LLC May 2005 - May 2007
Skills
Military Experience, Military Operations, Operational Planning, Security Clearance, Command, National Security, Weapons, Military Logistics, DoD, Organizational..., Team Leadership, Government, Training, Leadership, Logistics, Analysis, Management
Education
University of Puget Sound 2001 — 2005
Bachelor of Science (B.S.), Economics
Matt Grudis Matt Grudis's Quellos Group, LLC Experience November 2005 - September 2007
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock October 2007 - Present
Quellos Group, LLC November 2005 - September 2007
Skills
Hedge Funds, Alternative Investments, Investments, Valuation
Education
Seattle University 2002 — 2007
Bachelor's degree, Business Administration and Management, General
BlackRock October 2007 - Present
Quellos Group, LLC November 2005 - September 2007
Skills
Hedge Funds, Alternative Investments, Investments, Valuation
Education
Seattle University 2002 — 2007
Bachelor's degree, Business Administration and Management, General
Aaron Turner's Quellos Group, LLC Experience September 2005 - May 2007
Job Senior Associate Equity Research at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities April 2012 - Present
Oaktree Capital Management June 2011 - August 2011
McCutchen Group LLC May 2007 - May 2010
Quellos Group, LLC September 2005 - May 2007
Skills
Equity Research, Investments, Financial Modeling, Asset Management, Valuation, Financial Statement...
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Finance
University of Washington, Michael G. Foster School of Business
Business Administration, Accounting
Wedbush Securities April 2012 - Present
Oaktree Capital Management June 2011 - August 2011
McCutchen Group LLC May 2007 - May 2010
Quellos Group, LLC September 2005 - May 2007
Skills
Equity Research, Investments, Financial Modeling, Asset Management, Valuation, Financial Statement...
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Finance
University of Washington, Michael G. Foster School of Business
Business Administration, Accounting
Ronald Panelo Ronald Panelo's Quellos Group, LLC Experience 2001 - 2002
Job Finance Project Manager at Microsoft
Industry Accounting
Experience
Microsoft July 2014 - Present
King CrossFit January 2009 - Present
Microsoft December 2012 - June 2014
Express Employment Professionals April 2011 - November 2012
Guidant Financial Group March 2010 - April 2011
Stoneworks Marble & Granite 2003 - 2010
Washington Mutual 2001 - 2003
Quellos Group, LLC 2001 - 2002
Bank of America 1993 - 1995
Skills
Awesomeness, Accounting, Contract Recruitment, Process Improvement, Temporary Staffing, New Business Development, Recruiting, Financial Analysis, Finance, Microsoft Excel, Talent Acquisition, General Ledger, QuickBooks, Accounts Payable, Technical Recruiting, Staffing Services, V Lookups, Pivot Tables, Training, Account Management, Auditing, Temporary Placement, Account Reconciliation, Sourcing, Customer Service, Payroll, Strategic Planning, Management, PeopleSoft, Forecasting, Leadership, Employee Benefits
Education
Central Washington University 1994 — 1997
BS, Accounting
Microsoft July 2014 - Present
King CrossFit January 2009 - Present
Microsoft December 2012 - June 2014
Express Employment Professionals April 2011 - November 2012
Guidant Financial Group March 2010 - April 2011
Stoneworks Marble & Granite 2003 - 2010
Washington Mutual 2001 - 2003
Quellos Group, LLC 2001 - 2002
Bank of America 1993 - 1995
Skills
Awesomeness, Accounting, Contract Recruitment, Process Improvement, Temporary Staffing, New Business Development, Recruiting, Financial Analysis, Finance, Microsoft Excel, Talent Acquisition, General Ledger, QuickBooks, Accounts Payable, Technical Recruiting, Staffing Services, V Lookups, Pivot Tables, Training, Account Management, Auditing, Temporary Placement, Account Reconciliation, Sourcing, Customer Service, Payroll, Strategic Planning, Management, PeopleSoft, Forecasting, Leadership, Employee Benefits
Education
Central Washington University 1994 — 1997
BS, Accounting
Brian Leach, CFA Brian Leach, CFA's Quellos Group, LLC Experience June 2007 - October 2007
Job Vice President, Product Management at PIMCO
Industry Investment Management
Experience
PIMCO August 2013 - Present
PIMCO June 2012 - August 2012
Northern Lights Capital Group February 2011 - July 2011
Bay Hills Capital December 2008 - February 2011
BlackRock October 2007 - December 2008
Quellos Group, LLC June 2007 - October 2007
Skills
Private Equity, Investments, Venture Capital, Portfolio Management, Mergers & Acquisitions, Strategy
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA with Honors, Concentrations in Analytic Finance and Economics
Princeton University 2003 — 2007
BA, Economics
PIMCO August 2013 - Present
PIMCO June 2012 - August 2012
Northern Lights Capital Group February 2011 - July 2011
Bay Hills Capital December 2008 - February 2011
BlackRock October 2007 - December 2008
Quellos Group, LLC June 2007 - October 2007
Skills
Private Equity, Investments, Venture Capital, Portfolio Management, Mergers & Acquisitions, Strategy
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA with Honors, Concentrations in Analytic Finance and Economics
Princeton University 2003 — 2007
BA, Economics
Luke Keenan Luke Keenan's Quellos Group, LLC Experience April 2007 - October 2007
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock April 2007 - Present
Quellos Group, LLC April 2007 - October 2007
Skills
Asset Management, Alternative Investments, Fixed Income, Investments, Securities, Financial Services, Fund Of Funds, Asset Allocation, Finance, Accounting, Internal Controls, Auditing, Microsoft Excel, Analytics, Process Improvement, Financial Accounting, PowerPoint, Financial Analysis, Financial Reporting, Hedge Funds, Portfolio Compliance, Compliance, SQL, BQL, BlackRock Aladdin, iShares
Education
Seattle University 2004 — 2007
Bachelors, Accounting
BlackRock April 2007 - Present
Quellos Group, LLC April 2007 - October 2007
Skills
Asset Management, Alternative Investments, Fixed Income, Investments, Securities, Financial Services, Fund Of Funds, Asset Allocation, Finance, Accounting, Internal Controls, Auditing, Microsoft Excel, Analytics, Process Improvement, Financial Accounting, PowerPoint, Financial Analysis, Financial Reporting, Hedge Funds, Portfolio Compliance, Compliance, SQL, BQL, BlackRock Aladdin, iShares
Education
Seattle University 2004 — 2007
Bachelors, Accounting
Adi Saric Adi Saric's Quellos Group, LLC Experience April 2000 - July 2003
Job •Founder & Chief Technology Officer
Industry Information Technology and Services
Experience
CompuSight Corporation August 2005 - Present
MendGroup August 2014 - Present
Man Investments August 2008 - June 2009
BlackRock January 2007 - July 2008
LexisNexis Applied Discovery December 2003 - January 2007
Quellos Group, LLC April 2000 - July 2003
Microsoft September 1996 - April 2000
Skills
C#, Software Development, .NET, Microsoft SQL Server, T-SQL, ASP.NET, SQL, WCF, XML, Web Development, SharePoint, SOA, SaaS, Online Services, Cloud Computing, Windows Azure, SQL Azure, Product Development, Software Project..., Databases, CSS, MySQL, Agile Project Management, Design Patterns, Web Services, LINQ, Open Systems..., Visual Studio, VB.NET, jQuery, UML, JavaScript, ASP.NET MVC, WPF, AJAX, IIS, Software Engineering, JSON, Agile Methodologies, OOP, MVC, SOAP, Distributed Systems, Subversion, Git, Android, Ruby on Rails, Eclipse, Scrum
Education
Columbia University in the City of New York 2008 — 2010
MSc
University of Washington 2004 — 2006
Bachelor of Science
CompuSight Corporation August 2005 - Present
MendGroup August 2014 - Present
Man Investments August 2008 - June 2009
BlackRock January 2007 - July 2008
LexisNexis Applied Discovery December 2003 - January 2007
Quellos Group, LLC April 2000 - July 2003
Microsoft September 1996 - April 2000
Skills
C#, Software Development, .NET, Microsoft SQL Server, T-SQL, ASP.NET, SQL, WCF, XML, Web Development, SharePoint, SOA, SaaS, Online Services, Cloud Computing, Windows Azure, SQL Azure, Product Development, Software Project..., Databases, CSS, MySQL, Agile Project Management, Design Patterns, Web Services, LINQ, Open Systems..., Visual Studio, VB.NET, jQuery, UML, JavaScript, ASP.NET MVC, WPF, AJAX, IIS, Software Engineering, JSON, Agile Methodologies, OOP, MVC, SOAP, Distributed Systems, Subversion, Git, Android, Ruby on Rails, Eclipse, Scrum
Education
Columbia University in the City of New York 2008 — 2010
MSc
University of Washington 2004 — 2006
Bachelor of Science
Jon Hendrickson's Quellos Group, LLC Experience August 2006 - September 2007
Job Investment Director at Aether Investment Partners, LLC
Industry Investment Management
Experience
Aether Investment Partners, LLC June 2014 - Present
Aether Investment Partners, LLC January 2010 - July 2012
BlackRock October 2007 - December 2009
Quellos Group, LLC August 2006 - September 2007
Russell Investment Group June 2005 - August 2005
Piper Jaffray September 2004 - December 2004
Skills
Water, Energy Industry, Agriculture, Timber, Private Equity, Fund Of Funds, Valuation, Financial Modeling, Asset Managment, Due Diligence, Investment Management, Mining, Natural Resources, Oil/Gas
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Gonzaga University 2003 — 2006
Business Administration, Finance, Entrepreneurship
Aether Investment Partners, LLC June 2014 - Present
Aether Investment Partners, LLC January 2010 - July 2012
BlackRock October 2007 - December 2009
Quellos Group, LLC August 2006 - September 2007
Russell Investment Group June 2005 - August 2005
Piper Jaffray September 2004 - December 2004
Skills
Water, Energy Industry, Agriculture, Timber, Private Equity, Fund Of Funds, Valuation, Financial Modeling, Asset Managment, Due Diligence, Investment Management, Mining, Natural Resources, Oil/Gas
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Gonzaga University 2003 — 2006
Business Administration, Finance, Entrepreneurship
Pete Brigham's Quellos Group, LLC Experience March 2006 - October 2007
Job .
Industry Information Technology and Services
Experience
Esurance January 2014 - July 2015
First Republic Bank April 2013 - November 2013
Jamba Juice August 2012 - March 2013
Microsoft December 2007 - June 2012
Quellos Group, LLC March 2006 - October 2007
Captaris December 2003 - February 2006
Qualis Health January 1999 - November 2003
Skills
Project Management, Business Analysis, Business Requirements, Scrum, Business Intelligence, SSIS, Data Modeling, SharePoint, SSRS, Analysis Services, Data Warehousing, MDX, Dimensional Modeling, OLAP, T-SQL, ETL, Database Design, SQL Server 2000-2012, ETL Tools and..., SSAS, Database Administration, Data Analysis, VSTF, Quality Auditing, Tableau, R, Visual Studio, Tableau Desktop
Education
City University of Seattle
Bachelor’s Degree, Computer Science
University of New Hampshire
Esurance January 2014 - July 2015
First Republic Bank April 2013 - November 2013
Jamba Juice August 2012 - March 2013
Microsoft December 2007 - June 2012
Quellos Group, LLC March 2006 - October 2007
Captaris December 2003 - February 2006
Qualis Health January 1999 - November 2003
Skills
Project Management, Business Analysis, Business Requirements, Scrum, Business Intelligence, SSIS, Data Modeling, SharePoint, SSRS, Analysis Services, Data Warehousing, MDX, Dimensional Modeling, OLAP, T-SQL, ETL, Database Design, SQL Server 2000-2012, ETL Tools and..., SSAS, Database Administration, Data Analysis, VSTF, Quality Auditing, Tableau, R, Visual Studio, Tableau Desktop
Education
City University of Seattle
Bachelor’s Degree, Computer Science
University of New Hampshire
Rahul Sen's Quellos Group, LLC Experience 2000 - 2004
Job Director at BlackRock
Industry Capital Markets
Experience
BlackRock July 2008 - Present
Washington Mutual Bank July 2004 - June 2008
Quellos Capital Management May 2000 - June 2004
Quellos Group, LLC 2000 - 2004
Boeing Commercial Airplanes, Research July 1989 - May 2000
Skills
Risk Management, Finance, Analytics, Physics, Hedging, Credit, Fund Of Funds, Modeling, Numerical Analysis, Fixed Income, Derivatives, Hedge Funds, Capital Markets, Alternative Investments, Equities, Bloomberg, Financial Modeling, Research, Valuation, Financial Risk, Financial Services, Investment Management, ALM, Market Risk, Credit Risk
Education
Virginia Polytechnic Institute and State University 1983 — 1988
Ph.D., Engineering Science
Virginia Polytechnic Institute and State University 1981 — 1983
M.S., Aerospace Engineering
Indian Institute of Technology, Kharagpur 1976 — 1981
B.Tech., Engineeering
BlackRock July 2008 - Present
Washington Mutual Bank July 2004 - June 2008
Quellos Capital Management May 2000 - June 2004
Quellos Group, LLC 2000 - 2004
Boeing Commercial Airplanes, Research July 1989 - May 2000
Skills
Risk Management, Finance, Analytics, Physics, Hedging, Credit, Fund Of Funds, Modeling, Numerical Analysis, Fixed Income, Derivatives, Hedge Funds, Capital Markets, Alternative Investments, Equities, Bloomberg, Financial Modeling, Research, Valuation, Financial Risk, Financial Services, Investment Management, ALM, Market Risk, Credit Risk
Education
Virginia Polytechnic Institute and State University 1983 — 1988
Ph.D., Engineering Science
Virginia Polytechnic Institute and State University 1981 — 1983
M.S., Aerospace Engineering
Indian Institute of Technology, Kharagpur 1976 — 1981
B.Tech., Engineeering
Brett Deits's Quellos Group, LLC Experience October 2005 - June 2010
Job Portfolio Manager at Russell Investments
Industry Venture Capital & Private Equity
Experience
Russell Investments June 2010 - Present
BlackRock Alternative Advisors October 2007 - June 2010
Quellos Group, LLC October 2005 - June 2010
Quellos Financial Advisors 2002 - 2005
Skills
Private Equity, Financial Modeling, Hedge Funds, Alternative Investments, Fund Of Funds, Valuation, Portfolio Management, Asset Management, Bloomberg, Capital Markets, Investment Management, Equity Research, Fixed Income, Investments, Venture Capital, Real Estate
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
University of Washington
BA, Accounting
Russell Investments June 2010 - Present
BlackRock Alternative Advisors October 2007 - June 2010
Quellos Group, LLC October 2005 - June 2010
Quellos Financial Advisors 2002 - 2005
Skills
Private Equity, Financial Modeling, Hedge Funds, Alternative Investments, Fund Of Funds, Valuation, Portfolio Management, Asset Management, Bloomberg, Capital Markets, Investment Management, Equity Research, Fixed Income, Investments, Venture Capital, Real Estate
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
University of Washington
BA, Accounting
Jared Ko's Quellos Group, LLC Experience 2002 - 2003
Job Database Developer at Expedia
Industry Computer Software
Experience
Egencia March 2014 - Present
Murphy & Associates November 2013 - March 2014
Microsoft July 2005 - November 2013
Microsoft - Zune Entertainment Services Team 2008 - 2011
Microsoft September 2003 - July 2005
Quellos Group, LLC 2002 - 2003
Lumedx 1999 - 2001
Skills
T-SQL, C#, .NET, ASP.NET, SQL Server, TFS, SQL, Database Design, Microsoft SQL Server, Powershell, Databases, Software Development, Agile Methodologies, SSIS
Education
Bellevue College 1997 — 2000
Egencia March 2014 - Present
Murphy & Associates November 2013 - March 2014
Microsoft July 2005 - November 2013
Microsoft - Zune Entertainment Services Team 2008 - 2011
Microsoft September 2003 - July 2005
Quellos Group, LLC 2002 - 2003
Lumedx 1999 - 2001
Skills
T-SQL, C#, .NET, ASP.NET, SQL Server, TFS, SQL, Database Design, Microsoft SQL Server, Powershell, Databases, Software Development, Agile Methodologies, SSIS
Education
Bellevue College 1997 — 2000
Paul Bent's Quellos Group, LLC Experience September 2000 - December 2003
Job Manager of Aeroacoustics at Boeing Research and Technology
Industry Aviation & Aerospace
Experience
Boeing April 2015 - Present
Boeing February 2004 - March 2015
Quellos Group, LLC September 2000 - December 2003
Boeing January 1997 - August 2000
McDonnell Douglas January 1994 - December 1996
AT&T Bell Laboratories February 1993 - December 1993
Skills
Systems Engineering, Product Development, Aerospace, Finite Element Analysis, Integration, Data Analysis, Catia, Composites, Engineering Management, Aircraft, Aerodynamics, Aerospace Engineering, Aeronautics, Aircraft Design, Airworthiness, Aviation, Avionics, Flight Test, Propulsion, Simulations, Spacecraft, Airports, Aerospace Industries, Astronautics
Education
Penn State University 1987 — 1993
Doctor of Philosophy (Ph.D.), Aerospace, Aeronautical and Astronautical Engineering
Boeing April 2015 - Present
Boeing February 2004 - March 2015
Quellos Group, LLC September 2000 - December 2003
Boeing January 1997 - August 2000
McDonnell Douglas January 1994 - December 1996
AT&T Bell Laboratories February 1993 - December 1993
Skills
Systems Engineering, Product Development, Aerospace, Finite Element Analysis, Integration, Data Analysis, Catia, Composites, Engineering Management, Aircraft, Aerodynamics, Aerospace Engineering, Aeronautics, Aircraft Design, Airworthiness, Aviation, Avionics, Flight Test, Propulsion, Simulations, Spacecraft, Airports, Aerospace Industries, Astronautics
Education
Penn State University 1987 — 1993
Doctor of Philosophy (Ph.D.), Aerospace, Aeronautical and Astronautical Engineering
Mark Everitt's Quellos Group, LLC Experience October 2003 - October 2007
Job Member of Investment Commitee & Director of Risk Management
Industry Capital Markets
Experience
BlackRock October 2007 - Present
University of Washington March 2010 - August 2014
Quellos Group, LLC October 2003 - October 2007
BNP Paribas 1995 - 2003
Price Waterhouse Management Consultants January 1993 - November 1994
NatWest Markets September 1988 - January 1993
Skills
Asset Managment, Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Risk Management, Investments, Fixed Income, Derivatives, Market Risk, Capital Markets, Bloomberg, Financial Risk, Equities, Valuation, Financial Modeling, Quantitative Finance, Options, Financial Markets, Finance, Asset Management, Investment Banking, Equity Derivatives, Structured Products
Education
CFA Institute 2002 — 2004
Chartered Financial Analyst, CFA
University of Wales, Swansea 1985 — 1988
BSc (Joint Hons), Geography and Topographic Science
BlackRock October 2007 - Present
University of Washington March 2010 - August 2014
Quellos Group, LLC October 2003 - October 2007
BNP Paribas 1995 - 2003
Price Waterhouse Management Consultants January 1993 - November 1994
NatWest Markets September 1988 - January 1993
Skills
Asset Managment, Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Risk Management, Investments, Fixed Income, Derivatives, Market Risk, Capital Markets, Bloomberg, Financial Risk, Equities, Valuation, Financial Modeling, Quantitative Finance, Options, Financial Markets, Finance, Asset Management, Investment Banking, Equity Derivatives, Structured Products
Education
CFA Institute 2002 — 2004
Chartered Financial Analyst, CFA
University of Wales, Swansea 1985 — 1988
BSc (Joint Hons), Geography and Topographic Science
Kuyler Marsh's Quellos Group, LLC Experience August 2006 - October 2007
Job Director at BlackRock, Inc.
Industry Financial Services
Experience
BlackRock October 2007 - Present
Quellos Group, LLC August 2006 - October 2007
Simpson, Thacher & Bartlett LLP June 2003 - July 2006
Education
Columbia Law School 1999 — 2002
Columbia University - Columbia Business School
Dartmouth College
BlackRock October 2007 - Present
Quellos Group, LLC August 2006 - October 2007
Simpson, Thacher & Bartlett LLP June 2003 - July 2006
Education
Columbia Law School 1999 — 2002
Columbia University - Columbia Business School
Dartmouth College
Christa Larkin's Quellos Group, LLC Experience 2005 - 2006
Job North America Sales Compensation Supervisor at Oracle
Industry Computer Software
Experience
Oracle June 2005 - Present
Quellos Group, LLC 2005 - 2006
Laidlaw Transit 2002 - 2005
Skills
Analysis, Reporting, Excel
Education
California State University-Sacramento
Bachelor of Science, Business Administration
Oracle June 2005 - Present
Quellos Group, LLC 2005 - 2006
Laidlaw Transit 2002 - 2005
Skills
Analysis, Reporting, Excel
Education
California State University-Sacramento
Bachelor of Science, Business Administration
Troy Schell's Quellos Group, LLC Experience 2002 - 2007
Job Partner at Aether Investment Partners, LLC
Industry Investment Management
Experience
Aether Investment Partners, LLC October 2008 - Present
BlackRock October 2007 - October 2008
Quellos Private Capital Markets, L.P. 2002 - 2007
Quellos Group, LLC 2002 - 2007
Jeffrey Slocum & Associates July 1996 - July 2000
Skills
Investments, Equities, Alternative Investments, Hedge Funds, Private Equity, Valuation, Asset Management, Fund Of Funds, Due Diligence, Financial Modeling, Capital Markets, Venture Capital, Portfolio Management, Investment Management, Asset Allocation, Fixed Income, Investment Strategies, Mergers & Acquisitions, Corporate Finance, Investment Banking
Education
University of North Carolina at Chapel Hill 2000 — 2002
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
MBA
Creighton University 1992 — 1996
BSBA, Finance, Economics
Aether Investment Partners, LLC October 2008 - Present
BlackRock October 2007 - October 2008
Quellos Private Capital Markets, L.P. 2002 - 2007
Quellos Group, LLC 2002 - 2007
Jeffrey Slocum & Associates July 1996 - July 2000
Skills
Investments, Equities, Alternative Investments, Hedge Funds, Private Equity, Valuation, Asset Management, Fund Of Funds, Due Diligence, Financial Modeling, Capital Markets, Venture Capital, Portfolio Management, Investment Management, Asset Allocation, Fixed Income, Investment Strategies, Mergers & Acquisitions, Corporate Finance, Investment Banking
Education
University of North Carolina at Chapel Hill 2000 — 2002
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
MBA
Creighton University 1992 — 1996
BSBA, Finance, Economics
Kris Knutson, CPA's Quellos Group, LLC Experience July 2001 - May 2007
Job Managing Director at Boston Properties
Industry Financial Services
Experience
Boston Properties January 2012 - Present
Pioneer Square Advisors, LLC May 2007 - December 2011
Quellos Group, LLC July 2001 - May 2007
theDial.com March 2000 - July 2001
Holland America Line April 1998 - March 2000
Deloitte 1992 - 1998
Skills
Family Office, Multi-Family Office, Investments, Hedge Funds, Due Diligence, Private Equity, Financial Modeling, Portfolio Management, Financial Analysis, Financial Reporting, Fund Of Funds, Private Aviation, Estate Management
Education
Pacific Lutheran University 1987 — 1992
Bachelor of Business Administration (B.B.A.), Accounting and International Business
Boston Properties January 2012 - Present
Pioneer Square Advisors, LLC May 2007 - December 2011
Quellos Group, LLC July 2001 - May 2007
theDial.com March 2000 - July 2001
Holland America Line April 1998 - March 2000
Deloitte 1992 - 1998
Skills
Family Office, Multi-Family Office, Investments, Hedge Funds, Due Diligence, Private Equity, Financial Modeling, Portfolio Management, Financial Analysis, Financial Reporting, Fund Of Funds, Private Aviation, Estate Management
Education
Pacific Lutheran University 1987 — 1992
Bachelor of Business Administration (B.B.A.), Accounting and International Business
Colleen Huck's Quellos Group, LLC Experience 2003 - 2004
Job Lactation Educator
Industry Individual & Family Services
Experience
La Leche League International September 2010 - June 2013
Bainbridge Ballet September 2011 - April 2012
USEPA May 2004 - June 2006
Quellos Group, LLC 2003 - 2004
Lehman Brothers August 2001 - March 2003
Ernst & Young November 1999 - July 2001
Skills
Nonprofits, Community Outreach, Volunteer Management, Public Policy, Fundraising, Teaching, Legal Writing, Program Evaluation, Public Health, Environmental Policy, Legal Research, Research
Education
University of Washington 2003 — 2006
MPA, environmental policy
University of Notre Dame 1995 — 1999
BA, Government/Latin American Studies
La Leche League International September 2010 - June 2013
Bainbridge Ballet September 2011 - April 2012
USEPA May 2004 - June 2006
Quellos Group, LLC 2003 - 2004
Lehman Brothers August 2001 - March 2003
Ernst & Young November 1999 - July 2001
Skills
Nonprofits, Community Outreach, Volunteer Management, Public Policy, Fundraising, Teaching, Legal Writing, Program Evaluation, Public Health, Environmental Policy, Legal Research, Research
Education
University of Washington 2003 — 2006
MPA, environmental policy
University of Notre Dame 1995 — 1999
BA, Government/Latin American Studies
Hobie Sheeder's Quellos Group, LLC Experience 2001 - 2004
Job Vice President, Real Estate & Workplace Services at Rovi
Industry Entertainment
Experience
Rovi June 2013 - Present
Playboy Enterprises, Inc. November 2011 - June 2013
MySpace January 2010 - August 2011
KingBee Partners November 2008 - January 2010
New Line Cinema - Time Warner 2005 - 2008
Quellos Group, LLC 2001 - 2004
Morgan Samuels Company 2000 - 2003
Korn Ferry International November 1994 - October 2000
United Airlines April 1990 - 1994
Skills
Business Development, Contract Negotiation, Customer Service, Data Center, Digital Media, Entertainment, Event Planning, Facilities Management, Film Production, Human Resources, Leadership, Management, Mergers, Mergers, Multi Tasking, Negotiation, New Media, Organizational..., Procurement, Project Management, Project Planning, Sales, Security, Start-ups, Strategy, Team Building
Education
Messiah College 1984 — 1988
BS, Accounting
Rovi June 2013 - Present
Playboy Enterprises, Inc. November 2011 - June 2013
MySpace January 2010 - August 2011
KingBee Partners November 2008 - January 2010
New Line Cinema - Time Warner 2005 - 2008
Quellos Group, LLC 2001 - 2004
Morgan Samuels Company 2000 - 2003
Korn Ferry International November 1994 - October 2000
United Airlines April 1990 - 1994
Skills
Business Development, Contract Negotiation, Customer Service, Data Center, Digital Media, Entertainment, Event Planning, Facilities Management, Film Production, Human Resources, Leadership, Management, Mergers, Mergers, Multi Tasking, Negotiation, New Media, Organizational..., Procurement, Project Management, Project Planning, Sales, Security, Start-ups, Strategy, Team Building
Education
Messiah College 1984 — 1988
BS, Accounting
Krishna Gurung's Quellos Group, LLC Experience August 2004 - March 2005
Job Test Manager at Expedia
Industry Computer Software
Experience
Expedia December 2009 - Present
Expedia April 2008 - December 2009
Microsoft March 2005 - April 2008
Quellos Group LLC August 2004 - March 2005
Microsoft January 1998 - August 2004
Yu Tung Engineering Company, HK, China April 1995 - December 1995
Skills
Test Automation, Software Quality..., Testing, SQL, Test Planning, Agile Methodologies, .NET, SDLC, Data Warehousing, Software Design, Web Services, Scrum, Test Management, Analysis, C#
Education
Hawaii Pacific University 1996 — 1997
Master of Science in Information Systems
Zhejiang University 1990 — 1994
Bachelor's degree in Electrical Engineering, Electrical Automation of Industries
Beijing Language and Culture University 1989 — 1990
Diploma Certificate, Chinese Language
Amrit Science Campus 1986 — 1988
Intermediate of Science, Physics, Chemistry, Math
Expedia December 2009 - Present
Expedia April 2008 - December 2009
Microsoft March 2005 - April 2008
Quellos Group LLC August 2004 - March 2005
Microsoft January 1998 - August 2004
Yu Tung Engineering Company, HK, China April 1995 - December 1995
Skills
Test Automation, Software Quality..., Testing, SQL, Test Planning, Agile Methodologies, .NET, SDLC, Data Warehousing, Software Design, Web Services, Scrum, Test Management, Analysis, C#
Education
Hawaii Pacific University 1996 — 1997
Master of Science in Information Systems
Zhejiang University 1990 — 1994
Bachelor's degree in Electrical Engineering, Electrical Automation of Industries
Beijing Language and Culture University 1989 — 1990
Diploma Certificate, Chinese Language
Amrit Science Campus 1986 — 1988
Intermediate of Science, Physics, Chemistry, Math
Theresa Harnett's Quellos Group, LLC Experience September 2001 - May 2007
Job Task Force Controller at Noble House Hotels & Resorts
Industry Financial Services
Experience
Noble House Hotels & Resorts November 2014 - June 2015
McCutchen Group LLC May 2007 - May 2014
Quellos Group, LLC September 2001 - May 2007
The Edgewater Hotel 1999 - 2000
Skills
High Net Worth..., Alternative Investments, Financial Advisory, Project Management, Balance sheet..., Software - Addepar,..., Finance, Financial Analysis, Valuation
Education
Galway-Mayo Institute of Technology 1986 — 1990
Hotel and Catering Management, Business
Noble House Hotels & Resorts November 2014 - June 2015
McCutchen Group LLC May 2007 - May 2014
Quellos Group, LLC September 2001 - May 2007
The Edgewater Hotel 1999 - 2000
Skills
High Net Worth..., Alternative Investments, Financial Advisory, Project Management, Balance sheet..., Software - Addepar,..., Finance, Financial Analysis, Valuation
Education
Galway-Mayo Institute of Technology 1986 — 1990
Hotel and Catering Management, Business
Candis Oh's Quellos Group, LLC Experience March 2006 - May 2007
Job Vice President, Fund Accounting at BlackRock
Industry Financial Services
Experience
BlackRock June 2008 - Present
Pioneer Square Advisors May 2007 - June 2008
Quellos Group, LLC March 2006 - May 2007
Northwestern Mutual July 2005 - February 2006
Skills
Valuation, Hedge Funds, Fund Accounting, Financial Reporting, Fund Of Funds, Accounting, Alternative Investments
Education
University of Portland 2001 — 2005
Bachelor of Business Administration, Accounting
BlackRock June 2008 - Present
Pioneer Square Advisors May 2007 - June 2008
Quellos Group, LLC March 2006 - May 2007
Northwestern Mutual July 2005 - February 2006
Skills
Valuation, Hedge Funds, Fund Accounting, Financial Reporting, Fund Of Funds, Accounting, Alternative Investments
Education
University of Portland 2001 — 2005
Bachelor of Business Administration, Accounting
Tyler Kushera's Quellos Group, LLC Experience August 2003 - December 2005
Job Chief Compliance Officer at CFT Securities, LLC
Industry Financial Services
Experience
CFT Securities, LLC August 2011 - Present
CFT Securities, LLC January 2006 - Present
New York Texas A&M Club January 2007 - January 2011
Quellos Group, LLC August 2003 - December 2005
National Securities November 2000 - September 2003
Education
Texas A&M University 1994 — 1998
BS, Econom
CFT Securities, LLC August 2011 - Present
CFT Securities, LLC January 2006 - Present
New York Texas A&M Club January 2007 - January 2011
Quellos Group, LLC August 2003 - December 2005
National Securities November 2000 - September 2003
Education
Texas A&M University 1994 — 1998
BS, Econom
Sherrey Luetjen's Quellos Group, LLC Experience July 2002 - October 2007
Job Managing Director, BlackRock
Industry Legal Services
Experience
BlackRock January 2010 - Present
BlackRock October 2007 - December 2009
Quellos Group, LLC July 2002 - October 2007
Self-employed November 2001 - June 2002
ReFlex Communications, Inc. April 1998 - March 2001
Skills
Hedge Funds, Alternative Investments, Venture Capital, Corporate Finance
Education
University of Washington School of Law 1995 — 1999
JD
University of Washington, Michael G. Foster School of Business 1996 — 1999
MBA
Seattle University 1990 — 1994
BA, Public Administration/Criminal Justice
BlackRock January 2010 - Present
BlackRock October 2007 - December 2009
Quellos Group, LLC July 2002 - October 2007
Self-employed November 2001 - June 2002
ReFlex Communications, Inc. April 1998 - March 2001
Skills
Hedge Funds, Alternative Investments, Venture Capital, Corporate Finance
Education
University of Washington School of Law 1995 — 1999
JD
University of Washington, Michael G. Foster School of Business 1996 — 1999
MBA
Seattle University 1990 — 1994
BA, Public Administration/Criminal Justice
Christopher Hirata's Quellos Group, LLC Experience February 1998 - October 2007
Job Real Estate Development
Industry Real Estate
Experience
Quellos Group, LLC February 1998 - October 2007
Education
Central Washington University
Quellos Group, LLC February 1998 - October 2007
Education
Central Washington University
Brandi Young (Morris)'s Quellos Group, LLC Experience February 2005 - October 2007
Job UA Writer and Trainer at BlackRock
Industry Financial Services
Experience
BlackRock August 2009 - Present
PlayNetwork February 2009 - August 2009
BlackRock February 2005 - November 2008
Quellos Group, LLC February 2005 - October 2007
Glacier Northwest Concrete November 2001 - February 2005
IT Masters January 1998 - September 2001
Skills
Software Documentation, Technical Writing, Editing, Content Management, Marketing, Newsletters, Quality Assurance, Training, Microsoft Excel
Education
Stephen F. Austin State University 1994 — 1998
BA, Fine Art
BlackRock August 2009 - Present
PlayNetwork February 2009 - August 2009
BlackRock February 2005 - November 2008
Quellos Group, LLC February 2005 - October 2007
Glacier Northwest Concrete November 2001 - February 2005
IT Masters January 1998 - September 2001
Skills
Software Documentation, Technical Writing, Editing, Content Management, Marketing, Newsletters, Quality Assurance, Training, Microsoft Excel
Education
Stephen F. Austin State University 1994 — 1998
BA, Fine Art
Julie Driedger's Quellos Group, LLC Experience 2004 - 2006
Job Client Development Director at Elliott Davis Decosimo PLLC
Industry Accounting
Experience
Elliott Davis Decosimo PLLC July 2012 - Present
BDO USA, LLP October 2010 - June 2012
PwC March 2010 - October 2010
PwC September 2006 - March 2010
Quellos Group, LLC 2004 - 2006
Skills
Business Strategy, Strategic Planning, Business Development, New Business Development, Contract Negotiation, Business Planning, Marketing Strategy, Project Planning, Account Management, Sales, Project Management, Accounting, Auditing, Tax, Strategy, Management, Leadership
Education
Trinity Western University
BBA, Honors, Leadership & Management
University of North Carolina at Charlotte - Belk College of Business
Master of Business Administration (MBA)
Elliott Davis Decosimo PLLC July 2012 - Present
BDO USA, LLP October 2010 - June 2012
PwC March 2010 - October 2010
PwC September 2006 - March 2010
Quellos Group, LLC 2004 - 2006
Skills
Business Strategy, Strategic Planning, Business Development, New Business Development, Contract Negotiation, Business Planning, Marketing Strategy, Project Planning, Account Management, Sales, Project Management, Accounting, Auditing, Tax, Strategy, Management, Leadership
Education
Trinity Western University
BBA, Honors, Leadership & Management
University of North Carolina at Charlotte - Belk College of Business
Master of Business Administration (MBA)
Jerry Peters's Quellos Group, LLC Experience 2001 - 2007
Job Investment Services
Industry Investment Management
Experience
Filament LLC June 2012 - Present
BlackRock 2007 - 2011
Quellos Group, LLC 2001 - 2007
Merrill Lynch Japan, Inc. 1996 - 2001
Merrill Lynch 1995 - 1996
Education
University of Notre Dame 1991 — 1995
BA, Economics, Japanese
Filament LLC June 2012 - Present
BlackRock 2007 - 2011
Quellos Group, LLC 2001 - 2007
Merrill Lynch Japan, Inc. 1996 - 2001
Merrill Lynch 1995 - 1996
Education
University of Notre Dame 1991 — 1995
BA, Economics, Japanese
James James's Quellos Group, LLC Experience 2005 - 2007
Job Principal of Real Asset Strategies at Gladius Capital Management LP
Industry Investment Management
Experience
Gladius Capital Management LP March 2015 - Present
Utah Retirement Systems July 2009 - November 2014
Quellos Group, LLC 2005 - 2007
BlackRock Alternative Advisors 2005 - 2007
Education
Brigham Young University
BS, Physics
Gladius Capital Management LP March 2015 - Present
Utah Retirement Systems July 2009 - November 2014
Quellos Group, LLC 2005 - 2007
BlackRock Alternative Advisors 2005 - 2007
Education
Brigham Young University
BS, Physics
Monica Sansaver's Quellos Group, LLC Experience 2005 - 2007
Job Vice President (Client Data Integrity Group) at BlackRock
Industry Financial Services
Experience
BlackRock August 2010 - Present
BlackRock September 2009 - August 2010
Sansaver Consulting 2009 - 2010
BlackRock 2007 - 2008
Quellos Group, LLC 2005 - 2007
The University of Washington January 2004 - June 2004
The University of Washington 2002 - 2003
Education
Seattle University 2008 — 2009
MBA
University of Washington, Michael G. Foster School of Business 2001 — 2005
Bachelor of Arts, Business Administration
BlackRock August 2010 - Present
BlackRock September 2009 - August 2010
Sansaver Consulting 2009 - 2010
BlackRock 2007 - 2008
Quellos Group, LLC 2005 - 2007
The University of Washington January 2004 - June 2004
The University of Washington 2002 - 2003
Education
Seattle University 2008 — 2009
MBA
University of Washington, Michael G. Foster School of Business 2001 — 2005
Bachelor of Arts, Business Administration
Scott Mullet's Quellos Group, LLC Experience 2001 - 2003
Job Principal at GW Capital, Inc
Industry Investment Management
Experience
GW Capital, Inc 2003 - Present
Quellos Group, LLC 2001 - 2003
Western Asset Management 1992 - 2000
Skills
Investment Management, Equities, Fixed Income, Portfolio Management, Investment Strategies, Bloomberg
Education
University of Southern California 1987 — 1991
BA, Broadcast Journalism & Drama
University of California, Los Angeles - The Anderson School of Management 1997 — 1999
MBA
GW Capital, Inc 2003 - Present
Quellos Group, LLC 2001 - 2003
Western Asset Management 1992 - 2000
Skills
Investment Management, Equities, Fixed Income, Portfolio Management, Investment Strategies, Bloomberg
Education
University of Southern California 1987 — 1991
BA, Broadcast Journalism & Drama
University of California, Los Angeles - The Anderson School of Management 1997 — 1999
MBA
Jeff Farber's Quellos Group, LLC Experience January 2001 - December 2004
Job CEO at Koret Foundation
Industry Philanthropy
Experience
Koret Foundation April 2005 - Present
Quellos Group, LLC January 2001 - December 2004
Shorenstein Realty Services January 1999 - December 2001
Bank of America January 1993 - December 1998
Bank of America January 1986 - December 1993
Seafirst Bank January 1984 - December 1986
Seafirst Bank January 1983 - December 1984
Seafirst Bank January 1981 - December 1983
Seafirst Bank January 1973 - December 1981
Skills
Grants, Fundraising, Nonprofits, Program Development, Strategic Partnerships, Strategic Planning, Community Development, Community Outreach, Public Speaking, Strategic Communications, Public Policy, Policy Analysis, Marketing Strategy, Management Accounting, Contract Negotiation, Benefits Negotiation, Corporate Finance, Managerial Finance, Non-profit Leadership, Non-profit Board..., Non-profit Fund..., Philanthropy
Education
Claremont McKenna College 1968 — 1972
Bachelor of Science (B.S.), Business/Managerial Economics
Koret Foundation April 2005 - Present
Quellos Group, LLC January 2001 - December 2004
Shorenstein Realty Services January 1999 - December 2001
Bank of America January 1993 - December 1998
Bank of America January 1986 - December 1993
Seafirst Bank January 1984 - December 1986
Seafirst Bank January 1983 - December 1984
Seafirst Bank January 1981 - December 1983
Seafirst Bank January 1973 - December 1981
Skills
Grants, Fundraising, Nonprofits, Program Development, Strategic Partnerships, Strategic Planning, Community Development, Community Outreach, Public Speaking, Strategic Communications, Public Policy, Policy Analysis, Marketing Strategy, Management Accounting, Contract Negotiation, Benefits Negotiation, Corporate Finance, Managerial Finance, Non-profit Leadership, Non-profit Board..., Non-profit Fund..., Philanthropy
Education
Claremont McKenna College 1968 — 1972
Bachelor of Science (B.S.), Business/Managerial Economics
Travis Bryan's Quellos Group, LLC Experience September 1999 - September 2007
Job OneEnergy Renewables
Industry Renewables & Environment
Experience
Earthjustice March 2012 - Present
OneEnergy Renewables September 2011 - Present
BlackRock Alternative Advisors October 2007 - May 2009
Quellos Group, LLC September 1999 - September 2007
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2009 — 2011
MA, International Economics and Energy, Resources & Environment
Brown University 1994 — 1998
BA, International Relations
University of Paris I: Panthéon-Sorbonne 1996 — 1997
Université Paris-Sorbonne 1996 — 1997
Earthjustice March 2012 - Present
OneEnergy Renewables September 2011 - Present
BlackRock Alternative Advisors October 2007 - May 2009
Quellos Group, LLC September 1999 - September 2007
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2009 — 2011
MA, International Economics and Energy, Resources & Environment
Brown University 1994 — 1998
BA, International Relations
University of Paris I: Panthéon-Sorbonne 1996 — 1997
Université Paris-Sorbonne 1996 — 1997
Chuck Clarvit's Quellos Group, LLC Experience 1998 - 2007
Job Member of the Board at AgeneBio
Industry Financial Services
Experience
AgeneBio February 2014 - Present
Syracuse University 2007 - Present
Johns Hopkins University 2005 - Present
BlackRock Alternative Advisors September 2007 - April 2011
Quellos Group, LLC 1998 - 2007
CIBC Oppenheimer & Co. 1985 - 1998
IBM 1978 - 1985
Skills
Portfolio Management, Private Equity, Alternative Investments, Fund Of Funds, Endowments, Strategy, Hedge Funds, Wealth Management, Start-ups, Mergers, Mergers & Acquisitions, Financial Services, Investments
Education
The Johns Hopkins University 1974 — 1978
BA, Social & Behavioral Sciences, concentration in Economics & Statistics
AgeneBio February 2014 - Present
Syracuse University 2007 - Present
Johns Hopkins University 2005 - Present
BlackRock Alternative Advisors September 2007 - April 2011
Quellos Group, LLC 1998 - 2007
CIBC Oppenheimer & Co. 1985 - 1998
IBM 1978 - 1985
Skills
Portfolio Management, Private Equity, Alternative Investments, Fund Of Funds, Endowments, Strategy, Hedge Funds, Wealth Management, Start-ups, Mergers, Mergers & Acquisitions, Financial Services, Investments
Education
The Johns Hopkins University 1974 — 1978
BA, Social & Behavioral Sciences, concentration in Economics & Statistics
Gretchen Baumgardner's Quellos Group, LLC Experience February 2003 - April 2008
Job Law Practice Professional
Industry Law Practice
Experience
Expeditors International June 2008 - October 2008
Quellos Group, LLC February 2003 - April 2008
Perkins Coie LLP September 1988 - September 2003
Skills
Legal Writing, Corporate Law, Litigation, Civil Litigation, Litigation Support
Education
Harvard Law School 1985 — 1998
J.D., Law
University of Washington 1983 — 1985
B.A., Political Science
Seattle Pacific University 1979 — 1982
Political Science
Bellevue Senior High School 1976 — 1979
Expeditors International June 2008 - October 2008
Quellos Group, LLC February 2003 - April 2008
Perkins Coie LLP September 1988 - September 2003
Skills
Legal Writing, Corporate Law, Litigation, Civil Litigation, Litigation Support
Education
Harvard Law School 1985 — 1998
J.D., Law
University of Washington 1983 — 1985
B.A., Political Science
Seattle Pacific University 1979 — 1982
Political Science
Bellevue Senior High School 1976 — 1979
Gary Budlow's Quellos Group, LLC Experience January 2001 - January 2006
Job CFT Securities LLC
Industry Financial Services
Experience
CFT Securities LLC 2006 - Present
Quellos Group, LLC January 2001 - January 2006
Bear Stearns March 1995 - January 2001
Salomon Brothers August 1988 - March 1995
Education
Duke University - The Fuqua School of Business 1986 — 1988
MBA, Finance
University of Delaware 1980 — 1984
BS/BA, Finance
CFT Securities LLC 2006 - Present
Quellos Group, LLC January 2001 - January 2006
Bear Stearns March 1995 - January 2001
Salomon Brothers August 1988 - March 1995
Education
Duke University - The Fuqua School of Business 1986 — 1988
MBA, Finance
University of Delaware 1980 — 1984
BS/BA, Finance
Huyen Dau, CFA's Quellos Group, LLC Experience March 2000 - October 2007
Job Director at BlackRock Alternative Advisors
Industry Investment Management
Experience
BlackRock October 2007 - Present
Quellos Group, LLC March 2000 - October 2007
Gillette Company June 1999 - September 1999
Skills
Risk Management, Hedge Funds, Financial Analysis, Equities, Alternative Investments, Asset Management, Capital Markets, Derivatives
Education
Seattle University 1997 — 2000
Bachelor of Business Administration (BBA), Finance and Economics - Summa Cum Laude, 3.96
BlackRock October 2007 - Present
Quellos Group, LLC March 2000 - October 2007
Gillette Company June 1999 - September 1999
Skills
Risk Management, Hedge Funds, Financial Analysis, Equities, Alternative Investments, Asset Management, Capital Markets, Derivatives
Education
Seattle University 1997 — 2000
Bachelor of Business Administration (BBA), Finance and Economics - Summa Cum Laude, 3.96
Jeff Dunbar, CFA's Quellos Group, LLC Experience May 2005 - October 2007
Job Director at Blackrock
Industry Financial Services
Experience
BlackRock October 2007 - Present
Quellos Group, LLC May 2005 - October 2007
Boullioun Aviation Services, Inc. 2000 - 2005
Education
Linfield College 1996 — 2000
Bachelors, International Business
Juanita High school 1993 — 1996
BlackRock October 2007 - Present
Quellos Group, LLC May 2005 - October 2007
Boullioun Aviation Services, Inc. 2000 - 2005
Education
Linfield College 1996 — 2000
Bachelors, International Business
Juanita High school 1993 — 1996
Jesse Weidenfeld's Quellos Group, LLC Experience 2005 - 2008
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock February 2005 - Present
BlackRock Alternative Advisors February 2005 - July 2008
Quellos Group, LLC 2005 - 2008
Skills
Fund Of Funds, Bloomberg, ETFs, Alternative Investments, Fixed Income, Equities, Asset Managment, Hedge Funds, Capital Markets, Valuation, Private Equity, Derivatives, Investment Management, Investment Strategies, Mutual Funds, Emerging Markets, Financial Services, Investments, Equity Research, Asset Allocation, Series 7, Portfolio Management, Securities
Education
San Diego State University-California State University 1997 — 2001
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
BlackRock February 2005 - Present
BlackRock Alternative Advisors February 2005 - July 2008
Quellos Group, LLC 2005 - 2008
Skills
Fund Of Funds, Bloomberg, ETFs, Alternative Investments, Fixed Income, Equities, Asset Managment, Hedge Funds, Capital Markets, Valuation, Private Equity, Derivatives, Investment Management, Investment Strategies, Mutual Funds, Emerging Markets, Financial Services, Investments, Equity Research, Asset Allocation, Series 7, Portfolio Management, Securities
Education
San Diego State University-California State University 1997 — 2001
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Nancy Wallace's Quellos Group, LLC Experience 2003 - 2005
Job Director of Marketing at Peninsula Building Materials
Industry Philanthropy
Experience
Peninsula Building Materials September 2013 - Present
Quellos Group, LLC 2003 - 2005
Deutsche Bank November 1999 - 2003
Education
Santa Clara University 1991 — 1995
BSC, Finance
Peninsula Building Materials September 2013 - Present
Quellos Group, LLC 2003 - 2005
Deutsche Bank November 1999 - 2003
Education
Santa Clara University 1991 — 1995
BSC, Finance
Marietta Daily's Quellos Group, LLC Experience August 2007 - December 2011
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock December 2011 - Present
Quellos Group, LLC August 2007 - December 2011
Quellos Group, LLC January 2007 - August 2007
Education
University of Washington 2004 — 2006
BA
Auckland University of Technology 1998 — 2001
B.Bus, Accounting, Information Technology
BlackRock December 2011 - Present
Quellos Group, LLC August 2007 - December 2011
Quellos Group, LLC January 2007 - August 2007
Education
University of Washington 2004 — 2006
BA
Auckland University of Technology 1998 — 2001
B.Bus, Accounting, Information Technology
Drew Varnes, CFA, CPA, CAIA, FRM's Quellos Group, LLC Experience June 2004 - October 2007
Job Director, Investment Management Finance, Vulcan, Inc.
Industry Financial Services
Experience
Vulcan, Inc. September 2013 - Present
Cornerstone Advisors, Inc. (Bellevue, WA) March 2011 - September 2013
BlackRock Financial Management August 2009 - January 2011
BlackRock Financial Management October 2007 - August 2009
Quellos Group, LLC June 2004 - October 2007
Deloitte September 2003 - June 2004
Skills
Hedge Funds, Fund Administration, Mutual Funds, Accounting, Operational Due...
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2003
MPA, Accounting
University of Washington 1998 — 2002
BA, Business with Concentration in Accounting
Vulcan, Inc. September 2013 - Present
Cornerstone Advisors, Inc. (Bellevue, WA) March 2011 - September 2013
BlackRock Financial Management August 2009 - January 2011
BlackRock Financial Management October 2007 - August 2009
Quellos Group, LLC June 2004 - October 2007
Deloitte September 2003 - June 2004
Skills
Hedge Funds, Fund Administration, Mutual Funds, Accounting, Operational Due...
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2003
MPA, Accounting
University of Washington 1998 — 2002
BA, Business with Concentration in Accounting
Kelvin Lau's Quellos Group, LLC Experience September 2003 - February 2007
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock May 2009 - Present
BlackRock February 2007 - May 2009
Quellos Group, LLC September 2003 - February 2007
Skills
Equities, Hedge Funds, Business Intelligence, Agile Methodologies, Business Analysis, Derivatives, Fixed Income, SQL, Program Management, Management, Integration, Agile Project Management, Product Management, Risk Management, Strategy
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Queen's University 2013 — 2015
Master of Business Administration (MBA)
University of Washington 1997 — 2002
B.S., Computer Engineering
BlackRock May 2009 - Present
BlackRock February 2007 - May 2009
Quellos Group, LLC September 2003 - February 2007
Skills
Equities, Hedge Funds, Business Intelligence, Agile Methodologies, Business Analysis, Derivatives, Fixed Income, SQL, Program Management, Management, Integration, Agile Project Management, Product Management, Risk Management, Strategy
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Queen's University 2013 — 2015
Master of Business Administration (MBA)
University of Washington 1997 — 2002
B.S., Computer Engineering
Jeffrey Feinglas's Quellos Group, LLC Experience January 2001 - October 2007
Job COO at Banyan LLC
Industry Capital Markets
Experience
Banyan LLC January 2009 - Present
BlackRock Alternative Advisors (f/k/a Quellos Group, LLC) October 2007 - December 2008
Quellos Group, LLC January 2001 - October 2007
Akin Gump Strauss Hauer & Feld LLP September 1995 - December 2000
Willkie Farr & Gallagher LLP June 1994 - September 1995
Skills
Capital Markets, Alternative Investments, Hedge Funds, Equities, Asset Management, Fixed Income, Private Equity, Derivatives, Financial Modeling, Investments, Financial Analysis, Venture Capital
Education
New York University School of Law 1993 — 1994
LL.M. (Tax), Tax
Texas Tech University School of Law 1990 — 1993
J.D., Summa Cum Laude
The University of Texas at Arlington - College of Business Administration 1986 — 1990
BBA, Finance/Accounting
Banyan LLC January 2009 - Present
BlackRock Alternative Advisors (f/k/a Quellos Group, LLC) October 2007 - December 2008
Quellos Group, LLC January 2001 - October 2007
Akin Gump Strauss Hauer & Feld LLP September 1995 - December 2000
Willkie Farr & Gallagher LLP June 1994 - September 1995
Skills
Capital Markets, Alternative Investments, Hedge Funds, Equities, Asset Management, Fixed Income, Private Equity, Derivatives, Financial Modeling, Investments, Financial Analysis, Venture Capital
Education
New York University School of Law 1993 — 1994
LL.M. (Tax), Tax
Texas Tech University School of Law 1990 — 1993
J.D., Summa Cum Laude
The University of Texas at Arlington - College of Business Administration 1986 — 1990
BBA, Finance/Accounting
Steve Oaks's Quellos Group, LLC Experience March 2001 - October 2007
Job Managing Director Wealth Management
Industry Financial Services
Amy Shelley's Quellos Group, LLC Experience November 2001 - April 2003
Job Payroll Clerk/ IT Computer Support at OSC Vocational Systems, Inc.
Industry Accounting
Experience
OSC Vocational Systems, Inc. September 2004 - Present
University of the Nations December 2003 - June 2004
Vector Marketing September 2003 - December 2003
Anastasia's Portrait Design, Inc. September 2003 - November 2003
Quellos Group, LLC November 2001 - April 2003
Dave's Auto Repair March 2000 - February 2001
First Northwest Group January 2000 - March 2000
Defense Commissary Service September 1998 - October 1999
Skills
Team Oriented, Typing, 10 Key, Cross-cultural Training, Results Oriented, Microsoft Office, Windows, Computer Literate, Goal Oriented, Administrative Support, Customer Service, Payroll, iPhone, Electronic Invoicing, Planning, Market Research, Administrative..., Project Planning, E-invoicing, Training, Microsoft Excel, Outlook, Software Documentation, Microsoft Word, Team-oriented, PowerPoint, Accounting, Process Improvement, Leadership, Program Management, Inventory Management, Teamwork, Administrative..., Social Media
Education
University of the Nations 2003 — 2003
University of the Nations 2001 — 2001
Tacoma Community College 2000 — 2000
Political Science 201; English 101
Snohomish High School 1999 — 2000
HS Diploma
Tom P. Haney Vocational Technical Center 1999 — 1999
OCP A, File Clerk
Rutherford High School 1997 — 1999
OSC Vocational Systems, Inc. September 2004 - Present
University of the Nations December 2003 - June 2004
Vector Marketing September 2003 - December 2003
Anastasia's Portrait Design, Inc. September 2003 - November 2003
Quellos Group, LLC November 2001 - April 2003
Dave's Auto Repair March 2000 - February 2001
First Northwest Group January 2000 - March 2000
Defense Commissary Service September 1998 - October 1999
Skills
Team Oriented, Typing, 10 Key, Cross-cultural Training, Results Oriented, Microsoft Office, Windows, Computer Literate, Goal Oriented, Administrative Support, Customer Service, Payroll, iPhone, Electronic Invoicing, Planning, Market Research, Administrative..., Project Planning, E-invoicing, Training, Microsoft Excel, Outlook, Software Documentation, Microsoft Word, Team-oriented, PowerPoint, Accounting, Process Improvement, Leadership, Program Management, Inventory Management, Teamwork, Administrative..., Social Media
Education
University of the Nations 2003 — 2003
University of the Nations 2001 — 2001
Tacoma Community College 2000 — 2000
Political Science 201; English 101
Snohomish High School 1999 — 2000
HS Diploma
Tom P. Haney Vocational Technical Center 1999 — 1999
OCP A, File Clerk
Rutherford High School 1997 — 1999
Nicholas Sideratos, CFA's Quellos Group, LLC Experience August 1998 - October 2007
Job Managing Director at BlackRock
Industry Investment Management
Experience
BlackRock August 1998 - Present
Quellos Group, LLC August 1998 - October 2007
Oppenheimer & Co. November 1994 - July 1998
Barclays Bank 1991 - 1994
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Equities, Asset Managment, Derivatives, Portfolio Management, Investments, Bloomberg, Capital Markets, Asset Allocation, Endowments, Investment Strategies, ETFs, Prime Brokerage
Education
Pace University - Lubin School of Business 1994 — 1996
MBA, Finance
Pace University 1988 — 1992
BBA, Finance and General Accounting
Xaverian HS 1984 — 1988
BlackRock August 1998 - Present
Quellos Group, LLC August 1998 - October 2007
Oppenheimer & Co. November 1994 - July 1998
Barclays Bank 1991 - 1994
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Equities, Asset Managment, Derivatives, Portfolio Management, Investments, Bloomberg, Capital Markets, Asset Allocation, Endowments, Investment Strategies, ETFs, Prime Brokerage
Education
Pace University - Lubin School of Business 1994 — 1996
MBA, Finance
Pace University 1988 — 1992
BBA, Finance and General Accounting
Xaverian HS 1984 — 1988
Lisa Lorentzen's Quellos Group, LLC Experience June 2000 - June 2002
Job Director
Industry Education Management
Experience
Self-employed May 2011 - April 2014
Quellos Group, LLC June 2000 - June 2002
The Ayco Company, L.P., a Goldman Sachs Company April 1997 - June 2000
Koll Real Estate Services May 1996 - April 1997
Skills
Financial Planning, Income Tax, Organizational...
Education
California State University-Long Beach
Bachelor's degree, Accounting and Business/Management
Self-employed May 2011 - April 2014
Quellos Group, LLC June 2000 - June 2002
The Ayco Company, L.P., a Goldman Sachs Company April 1997 - June 2000
Koll Real Estate Services May 1996 - April 1997
Skills
Financial Planning, Income Tax, Organizational...
Education
California State University-Long Beach
Bachelor's degree, Accounting and Business/Management
Brent Binge's Quellos Group, LLC Experience February 2004 - September 2007
Job General Counsel & Chief Compliance Officer at Steelhead Partners
Industry Financial Services
Experience
Steelhead Partners, LLC July 2010 - Present
BlackRock September 2007 - July 2010
Quellos Group, LLC February 2004 - September 2007
Cleary Gottlieb Steen & Hamilton LLP September 1998 - January 2004
Skills
Private Equity, Hedge Funds, Due Diligence, Asset Managment, Capital Markets
Education
Georgetown University Law Center 1995 — 1998
Doctor of Law (JD)
University of Puget Sound 1989 — 1993
Bachelor of Arts (B.A.), American Government and Politics (United States)
Steelhead Partners, LLC July 2010 - Present
BlackRock September 2007 - July 2010
Quellos Group, LLC February 2004 - September 2007
Cleary Gottlieb Steen & Hamilton LLP September 1998 - January 2004
Skills
Private Equity, Hedge Funds, Due Diligence, Asset Managment, Capital Markets
Education
Georgetown University Law Center 1995 — 1998
Doctor of Law (JD)
University of Puget Sound 1989 — 1993
Bachelor of Arts (B.A.), American Government and Politics (United States)
Susan Willingham's Quellos Group, LLC Experience August 2002 - May 2007
Job Senior Manager at Pioneer Wealth Partners
Industry Financial Services
Experience
Pioneer Wealth Partners May 2007 - Present
Quellos Group, LLC August 2002 - May 2007
Bader Martin, P.S. January 2000 - June 2002
Skills
CPA, Due Diligence, Hedge Funds, Tax Returns, Financial Analysis, Tax
Education
Central Washington University
Bachelor of Science (B.S.), Accounting
Pioneer Wealth Partners May 2007 - Present
Quellos Group, LLC August 2002 - May 2007
Bader Martin, P.S. January 2000 - June 2002
Skills
CPA, Due Diligence, Hedge Funds, Tax Returns, Financial Analysis, Tax
Education
Central Washington University
Bachelor of Science (B.S.), Accounting