Relational Investors LLC

Industry: Capital market company

Description

Relational Investors is an activist investment fund based in San Diego, California. Founded in 1996 by Ralph V. Whitworth, the fund has $6 Billion in assets under management. Founded: 1996 Headquarters: San Diego, CA Total assets: 6 billion USD Founders: Ralph V. Whitworth, David H. Batchelder Parent organization: Relational Group, LLC

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Relational Investors LLC Employees

Employee
Years
Job
Industry
Carrie Janssen Carrie Janssen Greater San Diego Area Details
Carrie Janssen's Relational Investors LLC Experience August 2008 - November 2011
Job Human Resources / Accounting
Industry Human Resources
Experience
Relational Investors LLC   August 2008 - November 2011
Claim Jumper Restaurants  September 2003 - August 2008

Skills
ADP Payroll, Outlook, Financial Reporting, Account Reconciliation, Payroll, Accounting, Microsoft Excel, Accounts Payable, QuickBooks, Invoicing, Customer Service, PowerPoint

Education
University of Phoenix   2003 — 2005
Bachelors, Business Management

Artemis (Yijing) Shen Artemis (Yijing) Shen Greater Los Angeles Area Details
Artemis (Yijing) Shen's Relational Investors LLC Experience June 2012 - July 2012
Job Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company  July 2014 - Present
Formation 8  April 2014 - July 2014
Lazard  May 2013 - July 2013
Student Investment Fund  November 2011 - May 2013
Financial Economics Institute  July 2011 - May 2013
Lowe Institute of Political Economy  June 2011 - December 2012
Relational Investors LLC   June 2012 - July 2012

Skills
Investment Banking, Stata, Valuation, Bloomberg, SPSS, Capital IQ, Corporate Finance, Statistics, Econometrics, Financial Markets, Financial Modeling, Macroeconomics, Economics, Quantitative Analytics, Bloomberg Terminal

Education
Claremont McKenna College   2011 — 2013
Bachelor of Arts (B.A.), Mathematics and Economics, Major GPA: 3.9 / 4.0; Overall GPA: 3.9 / 4.0

Claremont McKenna College   2013 — 2013
Master of Arts (M.A.), Master’s Program in Finance

Scripps College   2009 — 2011
Bachelor of Arts (B.A.), Mathematics and Economics

Northfield Mount Hermon   2006 — 2009
High School

Shanghai Foreign Language School   2001 — 2006

David Demarest David Demarest Greater San Diego Area Details
David Demarest's Relational Investors LLC Experience 2004 - 2014
Job COO/CFO/CCO at Engaged Capital LLC
Industry Investment Management
Experience
Relational Investors LLC   2004 - 2014
Freeman Associates Investment Management   2002 - 2003
mPower.com   1999 - 2001
Montgomery Asset Management LLC   1994 - 1999
The Copeland Companies  1992 - 1994

Skills
Investments, Hedge Funds, Asset Management, Equities, Management, Process Improvement, Strategic Planning, Business Strategy, Risk Management, Investment Management, Bloomberg, Expense Management, Restructuring, Cash Management, Mergers & Acquisitions, Staff Development, Corporate & Fund..., Information Systems, Management & Team..., Corporate & Fund..., Internal Controls, Corporate Governance, Sarbanes-Oxley, Registered Investment..., Operations, HR and Benefits, GAAP, Disaster Recovery, Regulatory Compliance, Registered Investment..., IFRS, Security Operations, Stockbroking, Staff Coaching and..., Expense Control, Complex Problem Solving, Leveraging Technology, Securities Brokerage, SEC, Leadership, Executive Management, Investors, Finance, Regulatory Requirements

Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance

Bradley University
Bachelor's degree, Accounting

Pacific Lutheran University

Kyle Kerekffy Kyle Kerekffy Orange County, California Area Details
Kyle Kerekffy's Relational Investors LLC Experience March 2006 - November 2014
Job Lead Captain Falcon 7X (Clay Lacy Aviation)
Industry Aviation & Aerospace
Experience
Clay Lacy Aviation  July 2015 - Present
High Altitude Enterprises   2004 - Present
Southern California Aviation Association (SCAA)   May 2011 - August 2015
Gilead Sciences (Solairus Aviation)   December 2014 - July 2015
Relational Investors LLC   March 2006 - November 2014
Coleman Aviation   September 2003 - March 2006
Crossbow Aviation   April 2002 - September 2003

Skills
Aviation, Flights, Command, Airports, Aircraft, Safety Management..., Leadership, Safety Auditing, Risk Assessment, Risk Management, Business Aviation, Crew Resource Management, Airworthiness, Aircraft Maintenance, Timely Decision Making, Decisiveness, FAA, Federal Aviation..., Iso 9000, Professional Mentoring, Scholarships, Automation, ISBAO Stage 1, 2 & 3 Audits, Management, Safety Consulting, Airlines, Strategic Planning, Integrity, Auditing, Flight Safety, Commercial Aviation, Project Planning, Flight Planning, Charter

Education
Embry-Riddle Aeronautical University   2013 — 2014
Certificate of Management in Aviation Safety

California State University-Fullerton   1987 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management

American Institute of Foreign Study (London England)
Business Administration and Management, General

International Business Aviation Council (Montreal Quebec)
IS-BAO Accredited Auditor, International business aviation council (IBAC), International Standard of Business Aircraft Operations (IS-BAO)

Christopher Hetrick, CFA Christopher Hetrick, CFA Newport Beach, California Details
Christopher Hetrick, CFA's Relational Investors LLC Experience January 2002 - August 2012
Job Director of Research at Engaged Capital, LLC
Industry Investment Management
Experience
Engaged Capital LLC   September 2012 - Present
Relational Investors LLC   January 2002 - August 2012

Skills
Financial Modeling, Capital Allocation, Equity Research, Asset Management, Excel, Corporate Governance, Word, Financial Analysis, Microsoft Office, Financial Reporting, Valuation, Investments, Cash Flow, Bloomberg, PowerPoint

Education
Pepperdine University   1997 — 2001
Bachelor of Arts (B.A.); Bachelor of Science (B.S.), Economics; Finance

Carlsbad High School   1993 — 1997

Ben Kraus Ben Kraus Boston, Massachusetts Details
Ben Kraus's Relational Investors LLC Experience June 2007 - January 2009
Job President and COO at Quality Health Ideas, Inc.
Industry Information Technology and Services
Experience
Quality Health Ideas, Inc.   April 2015 - Present
McKinsey & Company  June 2012 - March 2015
McKinsey & Company  May 2011 - August 2011
Benjamin Grace Productions   February 2009 - August 2010
Relational Investors LLC   June 2007 - January 2009
Cambridge Centre for Int'l Studies   June 2005 - December 2005

Skills
Financial Modeling, Hedge Funds, Start-ups, Valuation, Mergers & Acquisitions, Project Management, Healthcare, Management Consulting, Corporate Finance, Venture Capital, Capital Markets, Financial Analysis, Strategy, Entrepreneurship, Economics, Competitive Analysis, Market Entry, Data Analysis, Business Development, Growth Strategies, Emerging Markets, Market Analysis, Hacking, Due Diligence, Medical Devices

Education
University of Pennsylvania - The Wharton School   2010 — 2012
MBA, Finance, Strategic Management

Pomona College   2003 — 2007
BA, Economics, Politics

University of Cambridge   2005 — 2006
Economics, Geopolitics

Campolindo   1999 — 2003

Tyler Smith, CFA Tyler Smith, CFA Greater San Diego Area Details
Tyler Smith, CFA's Relational Investors LLC Experience August 2010 - July 2014
Job Manager, Financial Planning and Corporate Development at Vantage Data Centers
Industry Investment Management
Experience
Vantage Data Centers  October 2014 - Present
Kairos Society  December 2013 - Present
Relational Investors LLC   August 2010 - July 2014
The Sun Fund   September 2012 - December 2013
UBS Wealth Management  August 2009 - April 2010
Apple  June 2009 - August 2009
Pinn Brothers Fine Homes   May 2008 - August 2008
Colliers International  May 2007 - August 2007

Skills
Valuation, Financial Modeling, Equities, Investments, Financial Analysis, Real Estate Economics, Bloomberg, Microsoft Excel, Capital IQ, Equity Research, PowerPoint, Asset Allocation, Microsoft Office, Entrepreneurship, Real Estate, Equity Valuation, Social Media, Investment Strategies, Asset Managment, Analysis, Hedge Funds, Finance, Asset Management

Education
University of Southern California - Marshall School of Business   2006 — 2010
Bachelor of Science (B.S.), Finance and International Business

Universidad de Navarra   2009 — 2009
Económicas

Ana Amado Ana Amado Greater Chicago Area Details
Ana Amado's Relational Investors LLC Experience 2001 - 2004
Job Marketing and strategic leader with expertise in multicultural and higher education
Industry Marketing and Advertising
Experience
University of Chicago Booth School of Business  September 2013 - December 2014
University of Chicago Booth School of Business  March 2012 - September 2013
University of Chicago Booth School of Business  July 2010 - February 2012
Sears Holdings Corporation  May 2009 - April 2010
Bravo, Young & Rubicam   March 2007 - May 2009
The Marketing Store  September 2005 - March 2007
La Agencia de Orci  November 2004 - August 2005
Relational Investors LLC   2001 - 2004

Skills
Leadership, Strategy, Online Marketing, Account Management, Marketing Communications, Marketing Strategy, Marketing, Email Marketing, Market Research, Brand Management, Integrated Marketing, Digital Strategy, Competitive Analysis, Advertising, Nonprofits, Digital Marketing, Social Media, Social Media Marketing, Direct Marketing, Event Planning, Project Management

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2009 — 2012
MBA, 2012

Universidad Escuela de Administración y Finanzas y Tecnologías   1996 — 2000

Mohammed Alyasini Mohammed Alyasini San Diego, California Details
Mohammed Alyasini's Relational Investors LLC Experience June 2014 - August 2014
Job Analyst Intern at JMI Equity
Industry Investment Management
Experience
JMI Equity  January 2014 - Present
Relational Investors LLC   June 2014 - August 2014
First Choice Business Brokers  July 2013 - December 2013
LPL Financial- Cartmill Wealth Management   July 2012 - October 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Economics, Microeconomics, Macroeconomics, Financial Accounting, Managerial Finance, Statistics, Calculus, Investments, Investment Banking, Private Equity, Hedge Funds, Communication Skills, Situational Leadership, Leadership, Team Leadership, Rational, Committed to..., Committees, Perseverance, Organizational..., Academic Tutoring, Goal Setting, Analytical Skills, Business Analytics, Business, Marketing Strategy, Eager Learner, Highly motivated..., College, Study Skills, Large Projects, Quantitative, Work Ethic, Ethical Leadership, Strategic Planning, Government, Public Speaking, Fundraising, Financial Analysis, Qualitative Research, Marketing, Policy, Research, Leadership Development, Access, Nonprofits, Teamwork

Education
UCSD   2013 — 2015
Bachelor of Arts (BA), Economics, Minor Finance

Universitat Pompeu Fabra   2015 — 2015
Economics, International Business Economics - Study Abroad

Eric Zacharias Eric Zacharias Los Angeles, California Details
Eric Zacharias's Relational Investors LLC Experience June 2010 - September 2010
Job Corporate Strategy/Development Analyst at Creative Artists Agency
Industry Financial Services
Experience
Creative Artists Agency  July 2013 - Present
Lazard Freres & Co.   June 2011 - July 2013
Relational Investors LLC   June 2010 - September 2010
Waddell & Reed  May 2008 - August 2008
San Diego State Universtiy Reseach Foundation - Technology Transfer Office   May 2008 - August 2008

Skills
Financial Modeling, Corporate Valuation, Investments, LBO, Valuation, Investment Banking, Mergers & Acquisitions, Analysis, Corporate Development, Corporate Finance, Private Equity, Due Diligence, Financial Analysis, M&A experience, Finance

Education
Claremont McKenna College   2007 — 2011
B.A., Economics, Mathematics, Finance, 3.7/4.0

La Jolla High School   2004 — 2007

Jessica McGee, PHR Jessica McGee, PHR Kansas City, Missouri Area Details
Jessica McGee, PHR's Relational Investors LLC Experience November 2007 - October 2008
Job HR Generalist at VML
Industry Human Resources
Experience
VML  August 2011 - Present
AMN Healthcare  October 2010 - June 2011
Novalar Pharmaceuticals  December 2008 - July 2010
Relational Investors LLC   November 2007 - October 2008
Credit Suisse - HOLT  February 2006 - October 2007
Omo's Day Spa   October 2003 - December 2005

Skills
Employee Relations, Performance Management, Recruiting, Onboarding, Human Resources, Training, Deferred Compensation, Employee Benefits, New Hire Orientations, Personnel Management, Time Management, Payroll, Interviews, HRIS, Management, Hiring

Education
University of California, San Diego   2009 — 2011
Human Resource Management Certificate Program

The University of Kansas   2001 — 2005
Bachelor of Arts, History

Glendale High School

Andrew Curtis Andrew Curtis Greater Los Angeles Area Details
Andrew Curtis's Relational Investors LLC Experience 2014 - 2015
Job Corporate Finance at The Walt Disney Company
Industry Financial Services
Experience
The Walt Disney Company  2015 - Present
Relational Investors LLC   2014 - 2015
Goldman, Sachs & Co.   2013 - 2014
Goldman, Sachs & Co.   2011 - 2013
Barclays  2010 - 2010
United States House of Representatives  2009 - 2009

Skills
Investments, Credit, Financial Modeling, Valuation, Corporate Finance, Mergers & Acquisitions, Bloomberg, Financial Analysis, Capital Markets, Investment Banking, Private Equity, Equities, LBO, Financial Services, Fixed Income, Hedge Funds, DCF, Due Diligence, Equity Research, M&A experience

Education
Georgetown University - The McDonough School of Business   2007 — 2011
Bachelor's Degree, Finance & Accounting (Double Major); Magna Cum Laude

Frank Hurst Frank Hurst Greater San Diego Area Details
Frank Hurst's Relational Investors LLC Experience November 2007 - June 2011
Job President at EAM Investors LLC
Industry Investment Management
Experience
EAM Investors LLC   June 2011 - Present
Relational Investors, LLC  November 2007 - June 2011
Berkeley Capital Management, LLC   February 2007 - October 2007
Duncan-Hurst Capital Management, LLC   May 1990 - December 2005

Education
San Diego State University-California State University   1970 — 1975
BA, Economics

Jarl Nelson Jarl Nelson Greater San Diego Area Details
Jarl Nelson's Relational Investors LLC Experience March 2010 - August 2014
Job Product Manager at INDATA Services LLC
Industry Information Technology and Services
Experience
Relational Investors LLC   March 2010 - August 2014
Duncan-Hurst Capital Management, L.P.   January 1996 - April 2009
Kerberos S.A. - Consultores Informáticos   2009 - 2009
ComputerLand  January 1994 - January 1996
Executive Computing   August 1988 - October 1993

Skills
Trading, Investments, Project Management, Strategic Planning, Equities, Bloomberg, IT Management, Asset Managment, Hedge Funds, FIX, Trading Systems, Electronic Trading, Financial Services, Market Data, Requirements Gathering, Disaster Recovery, Business Analysis, Microsoft SQL Server, IT Solutions, Vendor Management, Data Center, Requirements Analysis, Software Project..., Storage Area Networks, Enterprise Software, Virtualization, SQL, Storage, VMware, Infrastructure, High Availability, SAN, Enterprise Architecture, Information Technology, Asset Management, Client Services, Problem Solving, Product Management

Education
University of California, San Diego   1988 — 1989
Computer Science

Lisa Arcularius Walker Lisa Arcularius Walker Greater San Diego Area Details
Lisa Arcularius Walker's Relational Investors LLC Experience January 2014 - July 2014
Job Administrative Assistant at Relational Investors LLC
Industry Investment Management
Experience
Relational Investors LLC   January 2014 - July 2014
Relational Investors LLC   April 2010 - December 2013
Option B Inc   April 2008 - May 2010
Barneys New York Warehouse   February 2008 - February 2008
Jump Apparel Co   July 2002 - May 2007
Trina Turk  January 2002 - April 2002
Randa Accessories  November 1999 - December 1999
Barneys New York Outlet   1998 - 1999

Skills
Apparel, Customer Service, Outlook, Marketing, Sales, Fashion Shows, PowerPoint, Event Planning, Public Relations, Social Networking, Social Media, Purchasing, Research, Editing, Event Management

Education
California State University-Long Beach   2000 — 2002
B.A, Family and Consumer Sciences; Clothing & Textiles

University College and Extension Services, California State University, Long Beach   2002 — 2002
Certificate, Costuming for Film and Television

Carlsbad High School

Michelle Cassel Gomez, CCEP Michelle Cassel Gomez, CCEP Greater San Diego Area Details
Michelle Cassel Gomez, CCEP's Relational Investors LLC Experience March 2011 - June 2011
Job Corporate Paralegal, Litigation & Compliance at Welk Hospitality Management, Inc.
Industry Legal Services
Experience
Welk Hospitality Management, Inc.   December 2012 - Present
The Foundation to Combat Antimicrobial Resistance   June 2012 - Present
Kupa'a Mau Outrigger Canoe Club   March 2007 - April 2015
Kupa'a Mau Outrigger Canoe Club   March 2007 - April 2015
United States Marine Corps  June 2009 - April 2014
Canter International Riverside, LLC, a Vaerus enterprise   December 2011 - November 2012
Relational Investors LLC   March 2011 - June 2011
Relational Investors LLC   September 2010 - December 2010
Md7  June 2009 - September 2010
Southern California Outrigger Racing Association   January 2008 - January 2009

Skills
Outlook, Microsoft Excel, PowerPoint, Westlaw, Microsoft Word, Access, Online Research, Intellectual Property, Electronic Filing, Family Law, Immigration Law, Pagemaker, Investigative Research, Constitutional Law, Legal Research, Executive..., Real Estate Transactions, Research, Legal Writing, Non-profits, Corporate Law, Transactional Law, Paralegals, Legal Assistance, Legal Compliance, Legal Documents, Non-profit Volunteer, Trials, Notary Public, Fundraising, Management, Administrative..., System Administration, Real Estate, Editing, Contract Negotiation, Recruiting, Training, Litigation Support, Event Management, Due Diligence, Leadership, Office Management, Budgets, Policy, Human Resources, Administration, Process Scheduler, Administrative..., Litigation

Education
California State University-San Marcos   2011 — 2011
Certificate, Paralegal, 4.00 (97.26%) cumulative

MiraCosta College   2007 — 2009
Real Estate

Cerritos High School
Diploma, General

Summer Browner Summer Browner Portland, Oregon Details
Summer Browner's Relational Investors LLC Experience October 2009 - February 2010
Job Real Estate Broker at Keller Williams Realty Professionals
Industry Marketing and Advertising
Experience
Keller Williams Realty Professionals  September 2014 - Present
Feal Mor   October 2008 - December 2014
The HUNT Guides   December 2011 - January 2013
MBK and Associates   March 2010 - September 2011
Relational Investors LLC   October 2009 - February 2010
Nike, Inc  June 2007 - October 2008
Eat.Shop   January 2007 - September 2008
Nike, Inc  August 2006 - June 2007
Everloving Records   July 2003 - October 2006
Innocent Criminal, Inc   August 2000 - October 2006

Skills
Graphic Design, Blogging, Social Media Marketing, Tumblr, Microsoft Office, HTML, MailChimp, Email Marketing, InDesign, Constant Contact, Creative Writing, Marketing, Google Analytics, Facebook, Social Media, Social Networking, Event Planning, Photoshop, Public Relations, Fundraising, Online Marketing, Press Releases, Brand Development, Copywriting, SEO, Publicity, Media Relations, Newsletters

Education
University of Phoenix   2008 — 2010
Bachelor of Science, Marketing Current

University of Phoenix   2008 — 2010
Associates of Business Science, Administration

Fashion Institute of Design & Merchandising   1999 — 2000
N/A, Interior Design

Roi Nieto Roi Nieto Temecula, California Details
Roi Nieto's Relational Investors LLC Experience September 2007 - October 2011
Job Corporate Aviation
Industry Aviation & Aerospace
Experience
TWC Aviation  December 2012 - Present
Contract pilot  May 2012 - February 2013
RL Aviation   October 2011 - May 2012
Relational Investors LLC   September 2007 - October 2011

Skills
Type Rating, Falcon 2000, G1159A, CL600/601, HS125, Charter, Airlines, Airports, Piloting, Aviation, Aircraft, Business Aviation, Civil Aviation, Commercial Aviation, Flights, Aircraft Maintenance, Flight Planning, Aerospace, Flight Safety

Education
Platt College-San Diego   1986 — 1987
E/M Drafting, Drafting and Design Technology/Technician, General, 4.0

Camille Knowles Bussey Camille Knowles Bussey Phoenix, Arizona Area Details
Camille Knowles Bussey's Relational Investors LLC Experience June 2005 - August 2007
Job Senior Strategic Financial Specialist at Intel Corporation
Industry Semiconductors
Experience
Intel Corporation  July 2009 - Present
Boys & Girls Clubs of the East Valley  July 2014 - June 2015
Intel Corporation  May 2008 - August 2008
Relational Investors LLC   June 2005 - August 2007

Skills
Financial Modeling, Strategy, Corporate Finance, Financial Analysis, Management, Business Analysis, Competitive Analysis, Cross-functional Team..., Business Development, Business Process..., Project Management, Management Consulting, Change Management, Valuation, Finance, Analysis, Data Analysis, Business Strategy, Leadership, Analytics, Budgets

Education
Rice University - Jesse H. Jones Graduate School of Business   2007 — 2009
MBA

University of California, San Diego   2003 — 2006
BA

David V. Demarest David V. Demarest Greater Los Angeles Area Details
David V. Demarest's Relational Investors LLC Experience June 2012 - August 2012
Job USC MS Finance Candidate
Industry Investment Management
Experience
GOODIX Technology INC.   May 2014 - July 2014
Relational Investors LLC   June 2012 - August 2012

Skills
Virtual Currency..., Microsoft Excel, Financial Analysis, Marketing, Finance

Education
University of Southern California   2011 — 2014
Bachelor's degree, Accounting and Finance

Cathedral Catholic H.S.   2007 — 2011
High School Diploma, 4.55

Alex Green Alex Green San Diego, California Details
Alex Green's Relational Investors LLC Experience 2010 - Present
Job FuturePoint Advisors LLC, President
Industry Capital Markets
Experience
FuturePoint Advisors LLC   August 2014 - Present
Relational Investors LLC   2010 - Present
AMG Advisory Group LLC   2008 - 2010
Freeman Associates   2004 - 2008
American Century Investments  1998 - 2004
PaineWebber  1989 - 1998

Education
Union College   1988 — 1992
Bachelor of Arts, Economics & Philosophy

Diana Devot Diana Devot Greater Denver Area Details
Diana Devot's Relational Investors LLC Experience 2004 - 2005
Job Corporate Attorney at Messner Reeves LLP
Industry Law Practice
Experience
Messner Reeves LLP  May 2015 - Present
CrossFit Cuspis   January 2013 - Present
Ballard Spahr LLP  December 2013 - January 2014
Cooley LLP  June 2012 - July 2013
Davis Graham & Stubbs LLP  April 2011 - June 2012
Mayer Brown  September 2008 - April 2011
Mayer Brown  May 2007 - August 2007
Mayer Brown  May 2006 - July 2006
Relational Investors, LLC  2004 - 2005
Boeing Satellite Systems  January 2003 - August 2003

Skills
Due Diligence, Corporate Law, Mergers & Acquisitions, Legal Research, Investments, Negotiation, Management, Corporate Governance, Securities Regulation, Finance, Securities, Strategy, Litigation, CrossFit, Marijuana Law, Start-ups, Small Business

Education
Northwestern University School of Law   2005 — 2008
juris doctor, law

Pepperdine University   2002 — 2004
B.A., Economics

California State University-Long Beach   2001 — 2001
Economics

Golden West College   2000 — 2001
Economics

Marina   1996 — 2000

Mesa View Middle School   1993 — 1996

Lynne Vetters Lynne Vetters Irvine, California Details
Lynne Vetters's Relational Investors LLC Experience September 2005 - January 2007
Job Executive Assistant at Skyworks, Inc
Industry Semiconductors
Experience
General Atomics  January 2010 - March 2013
Skyworks Solutions  2013 - 2013
CareFusion  February 2009 - January 2011
JLF Asset Management   February 2007 - October 2008
Relational Investors LLC   September 2005 - January 2007
Roth McHugh and Associates   March 2003 - May 2005
Regions Mortgage  December 1997 - March 2003
Western Brass   1996 - 1997
West Coast Mailing and Distribution   1993 - 1995

Skills
Administrative..., Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, Customer Service, Employee Relations, Leadership, Research, Project Planning, Process Scheduler, Team Building, Office Management, Administration, System Administration, Management, Time Management

Education
Point Loma Nazarene University   1990 — 1992

Eastern Nazarene College   1987 — 1989

Serra High School   1982 — 1987

Benjamin Herrick, CFA Benjamin Herrick, CFA Greater Los Angeles Area Details
Benjamin Herrick, CFA's Relational Investors LLC Experience 2011 - 2012
Job Senior Equity Analyst at del Rey Global Investors
Industry Investment Management
Experience
del Rey Global Investors   2012 - Present
Relational Investors LLC   2011 - 2012
Trust Company of the West  2004 - 2011

Education
Claremont McKenna College
BA, Economics

University of California, Los Angeles - The Anderson School of Management
MBA

Blake Zacharias Blake Zacharias San Diego, California Details
Blake Zacharias's Relational Investors LLC Experience January 2011 - August 2012
Job Analyst at Engaged Capital
Industry Investment Management
Experience
Engaged Capital   September 2012 - Present
Relational Investors LLC   January 2011 - August 2012
Relational Investors LLC   2008 - 2010

Skills
Valuation, Capital Allocation, Investments, Research, Microsoft Office, Corporate Governance, Equity Research, Financial Modeling, Bloomberg, Equities, Financial Analysis, Portfolio Management, Excel

Education
Claremont McKenna College   2004 — 2008
BA, Finance, Economics, Math

Dan Traer Dan Traer Greater Boston Area Details
Dan Traer's Relational Investors LLC Experience September 2004 - March 2006
Job Head of Portfolio Operations at GMO
Industry Financial Services
Experience
GMO  June 2015 - Present
GMO  May 2013 - June 2015
GMO  September 2011 - May 2013
GMO  March 2006 - September 2011
Relational Investors LLC   September 2004 - March 2006

Skills
Equities, Bloomberg, Hedge Funds, Asset Managment, Investments, Securities, Fixed Income, Mutual Funds, Investment Management, Fund Accounting, Valuation, Derivatives, Financial Markets, Financial Services, Microsoft Excel, Account Reconciliation, Business Analysis, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Alternative Investments

Education
D'Amore-McKim School of Business at Northeastern University   2006 — 2010
MBA, Finance

Brandeis University   1996 — 2000
Bachelors, History and American Studies

Joey Makabenta Joey Makabenta Greater San Diego Area Details
Joey Makabenta's Relational Investors LLC Experience August 2004 - August 2007
Job Information Systems at Power Matters Alliance
Industry Information Technology and Services
Experience
Power Matters Alliance   January 2013 - Present
WiMAX Forum  January 2010 - Present
Relational Investors LLC   August 2004 - August 2007
Digital Integration Group   January 1998 - July 2004
Last Stop Computing   January 1992 - December 1997
CompUSA  1989 - 1991

Skills
Disaster Recovery, Program Management, Access, Integration, Project Management, Telecommunications, Strategic Planning, Microsoft Office, Team Leadership

Education
University of California, San Diego   1991 — 1995
MS, Physics

University of California, San Diego   1988 — 1991
BS, Physics

San Diego State University-California State University   1986 — 1987
Aerospace Engineering

Tom Lavia Tom Lavia Greater Los Angeles Area Details
Tom Lavia's Relational Investors LLC Experience October 2011 - November 2011
Job Managing Director at NWQ
Industry Investment Management
Experience
Relational Investors LLC   October 2011 - November 2011
Relational Investors LLC   December 2007 - October 2011
Robertson Stephens  1999 - 2002

Education
University of California, Berkeley   1993 — 1997
BA, Economics

Christine Conzen Christine Conzen Greater San Diego Area Details
Christine Conzen's Relational Investors LLC Experience January 2012 - Present
Job Fund Controller at Relational Investors LLC
Industry Investment Management
Experience
Relational Investors LLC   January 2012 - Present
Relational Investors LLC   January 2010 - January 2012
Relational Investors LLC   November 2006 - January 2010
Kashi Company  June 2000 - November 2006
RAND Corporation  September 1996 - December 1999

Education
California Polytechnic State University-San Luis Obispo   1992 — 1996
Bachelor of Science (BS), Business Administration

Kristin Mercado Calilan Kristin Mercado Calilan Greater San Diego Area Details
Kristin Mercado Calilan's Relational Investors LLC Experience February 2004 - December 2007
Job Controller at RA Capital Advisors LLC
Industry Investment Banking
Experience
RA Capital Advisors LLC  January 2012 - Present
RA Capital Advisors LLC  April 2009 - December 2011
RA Capital Advisors LLC  December 2007 - April 2009
Relational Investors LLC   February 2004 - December 2007
US Bank  October 2002 - February 2004
Libra Securities  June 1999 - July 2002

Skills
Finance, Accounting, Auditing, Banking, Budgets, Internal Controls, Management, Payroll, Internal Audit, Human Resources, Financial Statements, GAAP, Financial Analysis, Asset Managment, Equities, Corporate Finance, Mergers, Valuation, Customer Service, Leadership, Process Improvement, Financial Modeling, Microsoft Excel, Mergers & Acquisitions

Education
University of California, San Diego   2007 — 2009
Business Management

San Diego State University-California State University   2006 — 2006
Human Resource Management

San Diego State University-California State University   1993 — 1997
Kinesiology, Fitness & Health

Nicholas Monterrosa, CFA Nicholas Monterrosa, CFA Greater San Diego Area Details
Nicholas Monterrosa, CFA's Relational Investors LLC Experience August 2013 - July 2014
Job Research Analyst at The Cypress Funds
Industry Financial Services
Experience
The Cypress Funds   March 2015 - Present
GROW Partners LLC   August 2014 - February 2015
Relational Investors LLC   August 2013 - July 2014
Adelante Capital Management  August 2012 - September 2012
Relational Investors LLC   June 2012 - August 2012
CE2 Capital Partners LLC   June 2008 - June 2011
Ten Asset Management   April 2008 - June 2008

Skills
Financial Modeling, Valuation, Equity Research, Corporate Finance, Bloomberg, Data Analysis, Portfolio Management, Equities, Financial Analysis, Private Equity, Hedge Funds, Equity Valuation, Investment Banking, Asset Management, Investments

Education
The University of Chicago - Booth School of Business   2011 — 2013
MBA, Finance

University of California, San Diego   2004 — 2008
BS, Bioengineering: Biotechnology

Cullen Rose Cullen Rose San Francisco Bay Area Details
Cullen Rose's Relational Investors LLC Experience August 2004 - July 2010
Job Managing Director at Stillwater Investment Management
Industry Investment Management
Experience
Stillwater Investment Management   January 2015 - Present
Eachwin Capital  February 2013 - January 2015
Relational Investors LLC   August 2004 - July 2010

Education
Stanford GSB   2010 — 2012
Master of Business Administration (M.B.A.)

Claremont McKenna College   2000 — 2004
Bachelor of Arts (BA), Economics

Kurt Wolf Kurt Wolf Greater Pittsburgh Area Details
Kurt Wolf's Relational Investors LLC Experience June 2002 - January 2005
Job Managing Member, Founder, and Chief Investment Officer at Hestia Capital Management LLC
Industry Financial Services
Experience
Hestia Capital Management LLC   January 2009 - Present
First Q Capital   April 2007 - December 2008
Lemhi Ventures   December 2005 - February 2007
Definity Health  April 2005 - December 2005
Relational Investors LLC   June 2002 - January 2005
The Boston Consulting Group  June 2001 - September 2001
Definity Health  September 1998 - September 2000
deloitte-consulting  September 1995 - September 1998

Skills
Hedge Funds, Financial Modeling, Equity Research, Equities, Investments, Private Equity, Valuation, Asset Management, Due Diligence, Capital Markets, Portfolio Management, Venture Capital, Alternative Investments, Corporate Development, Equity Valuation, Mergers & Acquisitions

Education
Stanford University   2000 — 2002
MBA, Business

Carleton College   1991 — 1995
BA, Econ and Math

Francesca Parini Francesca Parini San Francisco Bay Area Details
Francesca Parini's Relational Investors LLC Experience January 2011 - January 2013
Job Associate at Crosslink Capital
Industry Financial Services
Experience
Crosslink Capital  May 2014 - Present
Relational Investors LLC   January 2011 - January 2013
BofA Merrill Lynch  June 2010 - August 2010
Merrill Lynch  September 2008 - December 2008
Oto Bailey Fukumoto Mishima Inc.   July 2007 - August 2007
Ghirardelli Chocolate Company  July 2005 - August 2005

Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Investments, DCF, Leadership, LBO, Management, Accounting, IPO, Microsoft Excel, Equity Research, Due Diligence, Finance, Financial Analysis

Education
University of Southern California   2006 — 2010
B.Sc., Business Administration

University of Southern California - Marshall School of Business   2006 — 2010
Business Administration, Finance

Jordan Hathaway, CFA Jordan Hathaway, CFA New York, New York Details
Jordan Hathaway, CFA's Relational Investors LLC Experience 2005 - 2006
Job Principal at Freeman Spogli & Co.
Industry Financial Services
Experience
Freeman Spogli & Co.   July 2008 - Present
UBS Investment Bank  June 2006 - July 2008
Relational Investors LLC   2005 - 2006

Education
Pomona College   2002 — 2006
B.A., Economics

Kenneth Kempf Kenneth Kempf New York, New York Details
Kenneth Kempf's Relational Investors LLC Experience March 2010 - August 2014
Job Director at Tricadia Capital
Industry Financial Services
Experience
Tricadia Capital  February 2015 - Present
Relational Investors LLC   March 2010 - August 2014
Graham Partners  August 2008 - February 2010
Credit Suisse  June 2005 - July 2008

Skills
Valuation

Education
Georgetown University - The McDonough School of Business   2001 — 2005
BS, Finance, International Business, Government

Weston Ahlswede Weston Ahlswede Greater San Diego Area Details
Weston Ahlswede's Relational Investors LLC Experience July 2008 - Present
Job Senior Analyst at Relational Investors LLC
Industry Investment Management
Experience
Relational Investors LLC   July 2008 - Present

Skills
Value Investing, Equity Research, Valuation, Financial Modeling, Bloomberg, Investments, Equities, Financial Analysis, Corporate Governance, Capital Allocation, Hedge Funds, Equity Valuation, Fundamental Analysis, Asset Managment, Energy, Special Situations, Event Driven, Java, VBA, Shareholder Activism

Education
University of Southern California   2004 — 2008
BS, Business Administration

Barbara Major Barbara Major New York, New York Details
Barbara Major's Relational Investors LLC Experience June 2010 - August 2010
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2015 - Present
Goldman Sachs  July 2013 - July 2015
Goldman Sachs  May 2012 - August 2012
Ziegler  June 2011 - August 2011
Relational Investors LLC   June 2010 - August 2010
Eagle Light LED   June 2009 - August 2009

Education
Northwestern University   2009 — 2013
BA, Economics

LJCDS

SDA Bocconi

Brian Zimring Brian Zimring Los Angeles, California Details
Brian Zimring's Relational Investors LLC Experience July 2008 - December 2008
Job Senior Analyst, Production Finance at NBCUniversal, Inc.
Industry Financial Services
Experience
NBCUniversal, Inc.   June 2013 - Present
GCA Savvian Advisors, LLC   April 2010 - August 2012
The Udinsky Group  April 2009 - April 2010
Relational Investors LLC   July 2008 - December 2008
Morgan Stanley Smith Barney  May 2007 - August 2007

Education
University of California, Berkeley, Haas School of Business   2004 — 2008
B.S., Business Administration

Danielle Mahan Danielle Mahan Greater San Diego Area Details
Danielle Mahan's Relational Investors LLC Experience 2010 - 2014
Job Value Investing & Strategy Analyst
Industry Financial Services
Experience
Relational Investors LLC   2010 - 2014

Skills
Equity Research, Financial Modeling, Valuation, Equities, Investments, Bloomberg, Microsoft Excel, Finance, Data Analysis, Corporate Finance, Hedge Funds, Financial Analysis, Research, Capital IQ, Equity Valuation, Mergers & Acquisitions, FactSet, PowerPoint, Compensation Structures, Corporate Governance, DCF Valuation, Strategic Planning

Education
University of California, Berkeley   2006 — 2010
BA, Economics, 3.59/4.00

Jeremy Gurewitz Jeremy Gurewitz Greater New York City Area Details
Jeremy Gurewitz's Relational Investors LLC Experience June 2011 - August 2011
Job Research Associate at Lord Abbett
Industry Financial Services
Experience
Lord Abbett & Co. LLC   July 2012 - Present
Relational Investors LLC   June 2011 - August 2011
Apollo Management  June 2010 - August 2010

Skills
Portfolio Management, Valuation, Equities, Analytics, Mutual Funds, Credit, Financial Modeling, Bloomberg, Hedge Funds, Fixed Income, Economics, Pricing, VBA, Capital Markets, Data Analysis

Education
University of Pennsylvania - The Wharton School   2008 — 2012
Bachelor of Science (BS), Economics

Jay Winship Jay Winship Greater San Diego Area Details
Jay Winship's Relational Investors LLC Experience January 1996 - Present
Job Principal and Senior Managing Director
Industry Investment Management
Experience
Relational Investors LLC   January 1996 - Present
Esterline Technologies  December 2012 - March 2015
Excel National Bank  2006 - 2007

Skills
Financial Modeling, Asset Managment, Valuation, Portfolio Management, Investments, Hedge Funds, Equity Research, Equities, Bloomberg, Asset Management, Corporate Governance, Investment Management, Investment Strategies, Asset Allocation, Financial Services, Trading, Securities, Capital Markets, Private Equity

Education
UCLA Anderson School of Management
Master of Business Administration (MBA)

University of Arizona   1986 — 1990

Erin Dietzen Erin Dietzen San Francisco Bay Area Details
Erin Dietzen's Relational Investors LLC Experience January 2004 - August 2008
Job Executive Assistant at MRB Group, LLC
Industry Financial Services
Experience
MRB Group, LLC   December 2008 - Present
Relational Investors LLC   January 2004 - August 2008
LearningFramework   1999 - 2004

Skills
Strategic Planning, Investments, Hedge Funds, Portfolio Management, Asset Management, Accounting, Financial Modeling, Marketing

Education
Saint Mary's College of California   1994 — 1998
BA, Psychology

Frank Hurst Frank Hurst Greater San Diego Area Details
Frank Hurst's Relational Investors LLC Experience October 2007 - Present
Job Principal at Relational Investors LLC
Industry Investment Management
Experience
Relational Investors LLC   October 2007 - Present
Berkeley Capital Management LLC   February 2007 - October 2007
Duncan-Hurst Capital Management, L.P.   1990 - 2005

Education
San Diego State University-California State University   1970 — 1975
BA, Economics

Erin Lankowsky Erin Lankowsky Las Vegas, Nevada Details
Erin Lankowsky's Relational Investors LLC Experience March 2006 - July 2006
Job CoPresident at Sierra Pacific Securities
Industry Financial Services
Experience
Sierra Pacific Securities   January 2011 - Present
Tahoe Fixed Income   August 2006 - January 2011
Relational Investors LLC   March 2006 - July 2006

Education
University of Nevada-Reno   2000 — 2005
Finance and Economics

Bradley C. Shoup Bradley C. Shoup Dallas/Fort Worth Area Details
Bradley C. Shoup's Relational Investors LLC Experience May 1988 - December 1998
Job Partner at Falcon Fund Management LP
Industry Investment Management
Experience
Falcon Fund Management LP   October 2013 - Present
Cox Partners Inc.   January 2007 - September 2013
BCS Capital Inc.   August 1999 - December 2006
Relational Investors LLC   May 1988 - December 1998

Education
Massachusetts Institute of Technology   1982 — 1984
Master's degree, Management

University of Kansas   1976 — 1980
B.S., Civil Engineering

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