RS Investments

Industry: Company

Description

Headquarters: San Francisco, CA Founded: 1986

RS Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at RS Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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RS Investments Employees

Employee
Years
Job
Industry
Randy Sternke Randy Sternke San Francisco Bay Area Details
Randy Sternke's RS Investments Experience August 2009 - September 2012
Job Founder, CTO & CFO at Hinted
Industry Financial Services
Experience
Hinted Labs, Inc.   July 2014 - Present
Finuvo LLC   September 2012 - Present
RS Investments   August 2009 - September 2012
Merrill Lynch  July 2006 - March 2009
A.G. Edwards   February 2004 - July 2006

Skills
Equities, Equity Research, Hedge Funds, Valuation, Financial Analysis, Financial Modeling, Banking, Strategic Financial..., Capital Markets, Alternative Investments, Bloomberg, Strategic Thinking, Fixed Income, Asset Management, Investments, Due Diligence, Mutual Funds, Private Equity, Portfolio Management, Asset Allocation, Investment Banking, Equity Valuation, iOS development, Web Development, Objective-C, PHP, SQL, Ruby on Rails, JavaScript, Finance, iOS Development, Financial Planning

Education
Stanford University   2013 — 2014
Graduate School of Business, Sloan Fellow

University of Missouri-Columbia   2000 — 2003
BSBA, Finance

Katie Meares Katie Meares San Francisco Bay Area Details
Katie Meares's RS Investments Experience September 2012 - June 2014
Job Executive Assistant/Personal Assistant to the CEO at Minted
Industry Consumer Goods
Experience
Minted  June 2014 - Present
RS Investments   September 2012 - June 2014
RS Investments   July 2011 - September 2012
RS Investments   January 2011 - July 2011
Saints Capital  April 2007 - January 2011

Skills
Executive..., Marketing, Outlook, PowerPoint, Relationship Management, Salesforce.com..., Microsoft Word, Institutional Sales, Sales Management, Management, Salesforce.com, Customer Service, Sales

Education
San Francisco State University   2001 — 2005
Bachelor of Arts (B.A.), Political Science

Mayra Newton Mayra Newton San Francisco Bay Area Details
Mayra Newton's RS Investments Experience November 2014 - March 2015
Job Executive Assistant Investment Banking
Industry Banking
Experience
RS Investments   November 2014 - March 2015
BBVA Ventures   October 2013 - October 2014
Deutsche Bank Securities  July 2010 - September 2012
Mercer  December 2007 - February 2010
Lehman Brothers  April 2004 - October 2007
Wells Fargo Securities  May 2003 - April 2004
Merrill Lynch  August 2000 - May 2003

Skills
Project Management, Legal Research, Litigation, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Lotus Notes, Access, Concur, Bloomberg, Travel Arrangements, Customer Service, Event Planning, Administrative..., Office Administration, Legal Writing, PeopleSoft, Spanish, Coordination, Teamwork, Legal Translation, Legal Compliance, Fashion Design, Architectural Drawings, Brazilian Portuguese, French, Notary Public, Software Documentation, Research, Strategy, Administrative..., Financial Analysis, Finance, Management

Education
Golden Gate University   2003 — 2012
Bachelor of Business Administration (BA MGMT), Arts in Management

University of San Francisco   1998 — 1999
Certificate, Paralegal Studies Program

Academy of Art University   1997 — 1998
Architectural Designing

Deirdre Din Deirdre Din San Francisco Bay Area Details
Deirdre Din's RS Investments Experience May 2013 - Present
Job Product Manager at Salient + Forward
Industry Investment Management
Experience
Salient + Forward   September 2015 - Present
RS Investments   May 2013 - Present
RS Investments   August 2010 - May 2013
Public Private Ventures  June 2009 - May 2010
URBN Inc  September 2008 - June 2009
Cliveden of the National Trust   May 2007 - August 2007

Skills
Analysis, Project Management, Research, Training, Product Management, Marketing, Fundraising, Bloomberg, Equities, Databases, Equity Research, Statistics, Fixed Income, Financial Analysis, Portfolio Optimization, Morningstar, Quantitative Analytics, Performance Attribution, Data Analysis, Competitive Analysis

Education
Haverford College   2004 — 2008
BA, Sociology; Gender and Sexuality

Hyderabad University

Todd Hawthorne Todd Hawthorne San Francisco Bay Area Details
Todd Hawthorne's RS Investments Experience 2001 - 2006
Job Portfolio Manager / Managing Director at Boston Partners / Robeco
Industry Financial Services
Experience
Boston Partners / Robeco   March 2014 - Present
RCM Capital Management  2006 - 2014
RS Investments   2001 - 2006

Skills
Portfolio Management, Volatility Management, Risk Management, Equity Research Analysis, Equity Derivatives..., Equity Derivatives..., Asset Allocation, Total Return, Hedge Funds, Derivatives, Volatility, Alternative Investments, Financial Risk, Equities, Equity Derivatives, Mutual Funds

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

Colorado College   1986 — 1990
Bachelor of Arts (BA), English Language and Literature/Letters

Paul Leung Paul Leung San Francisco Bay Area Details
Paul Leung's RS Investments Experience March 2012 - Present
Job Analyst at RS Investments
Industry Financial Services
Experience
RS Investments   March 2012 - Present
Ashfield Capital Partners, LLC  January 2011 - March 2012
Sterling Johnston Capital Management   July 2009 - December 2010
Sterling Johnston Capital Management   May 2002 - September 2009
Citigroup  July 2001 - December 2001
Citigroup  1999 - 2001
Insignia/ESG, Inc   January 1996 - January 1998

Skills
Equity Research, Portfolio Management, Technology Coverage, Equities, Financial Modeling, Valuation, Investment Banking, Asset Management, Hedge Funds, Mutual Funds, Financial Analysis, Due Diligence, Analysis, Finance

Education
Cornell University   1995 — 1999
BS, Applied Economics and Business Management

Stuyvesant High School   1991 — 1995

Ed Uyeshima Ed Uyeshima San Francisco Bay Area Details
Ed Uyeshima's RS Investments Experience October 2012 - Present
Job Senior Digital Strategy Leader Clearing the Path Toward Total Customer Engagement
Industry Financial Services
Experience
RS Investments   October 2012 - Present
SVB Financial Group  November 2011 - September 2012
BlackRock  November 2008 - November 2011
Uyeshima Consulting LLC   May 2003 - October 2008
Charles Schwab (Schwab Institutional)   June 2000 - May 2003
Charles Schwab (Schwab Institutional)   September 1997 - June 2000
Charles Schwab (Schwab Institutional)   May 1994 - September 1997
Charles Schwab  April 1993 - May 1994
Charles Schwab  December 1991 - April 1993

Skills
Digital Strategy, Product Management, Product Marketing, People Management, Talent Acquisition, Developing Talent, Financial Advisor..., Strategy Development, Presentation Development, Strategic Communications, Vendor Management, Client Communication, Client Engagement, Channel Management, Channel Marketing, Social Media, Marketing Operations, Mobile Strategy, Business Planning, Strategic Planning, Trend Analysis, Multi-channel Marketing, Creative Writer, Creativity, Digital Communication..., Strategy, Customer Engagement, Product Development, Management, Digital Marketing, Market Research, Marketing Strategy, Channel Partners, Online Marketing, Cross-functional Team..., Business Development, Mobile Devices, Program Management, Project Management, Marketing, Leadership, Investments, B2B, Process Improvement, Analysis, Business Strategy, Budgets, Portfolio Management, Segmentation, Start-ups

Education
The University of Chicago - Booth School of Business
MBA, Finance, Marketing, Statistics

University of California, Berkeley
BA, Political Economics, Mass Communications

Eric Fracasso Eric Fracasso Greater New York City Area Details
Eric Fracasso's RS Investments Experience April 2013 - November 2013
Job Regional Vice President at Invesco US
Industry Financial Services
Experience
Invesco US  January 2014 - Present
RS Investments   April 2013 - November 2013
Fidelity Investments  December 1997 - March 2013
Fidelity Investments  December 1996 - November 1997
Fidelity Investments  March 1995 - November 1996
Lehman Brothers  March 1994 - February 1995
Lehman Brothers  March 1993 - March 1994
The Boston Company  April 1991 - March 1993
Champion Triangle Corp.   May 1990 - April 1991

Skills
Sales, Mutual Funds, 401k, 529 Plans, Variable Annuities, Financial Services, Investment Strategies, Fixed Income, Equities, Investment Management, Asset Allocation, Defined Contribution, Capital Markets, IRAs, Series 7, Series 63

Education
St. Lawrence University   1986 — 1990
Bachelor of Arts (B.A.), Economics

Patrick Manning Patrick Manning Phoenix, Arizona Area Details
Patrick Manning's RS Investments Experience November 2010 - October 2012
Job Asset Management Sales Professional
Industry Financial Services
Experience
RS Investments   November 2010 - October 2012
The Hartford Mutual Funds  January 2004 - October 2010
Wells Fargo  January 2002 - December 2003
Delaware Investments  January 2000 - December 2001

Skills
Mutual Funds, Series 63, Series 7, Series 65, Series 6

Education
Philadelphia University   1995 — 1999
Bachelor of Science, Finance and International Business

Julio Escobar Julio Escobar San Francisco Bay Area Details
Julio Escobar's RS Investments Experience August 1998 - February 1999
Job Information Technology/Unified Communications
Industry Computer Software
Experience
Avistar Communications  2010 - 2013
Avistar Communications  2007 - 2010
Avistar Communications  2003 - 2007
Executive Wireless, Inc.   2002 - 2003
Canon Development Americas  December 2000 - July 2002
MGI Software  November 1999 - November 2000
Pacific Gas & Electric  August 1999 - October 1999
Merrill Lynch  March 1999 - June 1999
RS Investments   August 1998 - February 1999
Kaiser Permanente IT  1998 - 1998

Skills
LDAP, SIP, Account Management, Training, RADIUS, Video Conferencing, Virtualization, VDI, Telepresence, Firewalls, Event Management, Firewall Administration, Risk Management, Unified Communications, Lync Server 2010, Mediation Server, Microsoft Exchange, Unified Messaging, Unified Presence, SIP Trunking, Linux, Project Management, Cloud Computing, OpenSIPS, Lotus Notes, Sametime, Troubleshooting, TCP/IP, Enterprise Software, Networking, Professional Services, Lync, IP

Education
Occidental College   1992 — 1996
Bachelor in Arts, Physics

Alyssa Hirst Alyssa Hirst Ambler, Pennsylvania Details
Alyssa Hirst's RS Investments Experience July 2013 - Present
Job Regional Sales Representative at RS Investments
Industry Financial Services
Experience
RS Investments   July 2013 - Present
SEI  January 2013 - July 2013
SEI  August 2011 - January 2013
DAR Industrial Products   January 2004 - August 2011
Family Wealth Management Advisory   September 2010 - December 2010
Mutual of Omaha Financial Services   May 2010 - August 2010
Theory  August 2008 - January 2009

Skills
Investments, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Services, Financial Analysis, Process Improvement, Portfolio Management, Outlook, Team Leadership, Marketing, Series 6, Series 63, Coaching, Management, Public Speaking, Finance

Education
Saint Joseph's University   2007 — 2011
Bachelor of Science, Business Administration; Finance; Financial Planning

Sam Witherspoon, CFA Sam Witherspoon, CFA Portsmouth, New Hampshire Details
Sam Witherspoon, CFA's RS Investments Experience March 2014 - June 2015
Job Portfolio Manager at Vigilant Capital Management, LLC
Industry Financial Services
Experience
Vigilant Capital Management, LLC  June 2015 - Present
RS Investments   March 2014 - June 2015
RS Investments   January 2013 - February 2014
RS Investments   September 2011 - December 2012
Morgan Stanley Smith Barney  2010 - September 2011
Keefe, Bruyette & Woods   May 2008 - September 2008

Skills
Investments, Investment Strategies, Financial Services, Corporate Finance, Valuation, Wealth Management, Fixed Income, Mutual Funds, Equities, Alternative Investments, Investment Management, Financial Planning, Risk Management, Series 7, Series 66, Sales, Investment Advisory, ETFs, Portfolio Management, Asset Management, Capital Markets, Emerging Markets, Securities, Finance, Financial Modeling

Education
Colby College   2005 — 2009
Bachelor's, Economics, Administrative Science

James Cook University   2008 — 2008
Economics, Business

Aaryn Leineke Aaryn Leineke San Francisco Bay Area Details
Aaryn Leineke's RS Investments Experience April 2012 - June 2015
Job Executive Assistant to CFO at SoFi
Industry Investment Management
Experience
SoFi  June 2015 - Present
RS Investments   April 2012 - June 2015
Atlas Technology Group LLC  November 2009 - April 2012
Atlas Capital Advisors LLC  November 2009 - April 2012
ETS (English Training Systems)   March 2007 - March 2008

Education
San Francisco State University   2003 — 2006
Business Administration (Internation Bus), International Business

San Francisco State University, College of Business   2003 — 2006

Jon Strishak Jon Strishak San Francisco Bay Area Details
Jon Strishak's RS Investments Experience April 2008 - December 2008
Job Managing Principal at Alegria Capital Management
Industry Real Estate
Experience
Alegria Capital Management   March 2014 - Present
Strishak Realty Partners   March 2005 - Present
BlackRock  June 2013 - October 2013
Xper   October 2011 - May 2013
NCC Group  July 2011 - May 2013
Type 1 Diabetes Association   January 2007 - December 2010
RCM Capital   May 2010 - September 2010
Elevate Institutional Marketing   December 2008 - July 2010
RS Investments   April 2008 - December 2008
Matthews International Capital Management  July 2006 - March 2008

Skills
Business Development, Leadership, Entrepreneurship, Start-ups, Management, Real Estate, Market Research, Portfolio Management, Networking, Real Estate Investment..., Due Diligence, Strategic Partnerships, Acquisitions, Finance, Investments, Real Estate Private..., Fundraising, Project Management

Education
Stanford University   2015 — 2015
Computer Science 101 (Online Course)

Yale University   2015 — 2015
Financial Markets, Robert Shiller (Online Course)

Golden Gate University   2003 — 2005
MBA

Golden Gate University, School of Law   2003 — 2004
JD, Law

University of California, Santa Barbara   2000 — 2002
BA, Law & Society

Eric Masterson Eric Masterson Westwood, Massachusetts Details
Eric Masterson's RS Investments Experience November 2008 - October 2012
Job Director, Executive Relationship Manager at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Financial Services  May 2014 - Present
New York Life Investment Management  October 2012 - May 2014
RS Investments   November 2008 - October 2012
Merrill Lynch  February 2007 - November 2008

Skills
Mutual Funds, Asset Allocation, Retirement Planning, Investments, Series 7, Series 26, Series 66, FINRA, Stable Value, Product Management, Life Insurance, Group Annuity Contracts, Alternative Investments, 401k, Investment Management, Relationship Management, Sales, Fixed Income, Wealth Management, Retirement, Series 63, Series 6, Variable Annuities, Finance, Investment Strategies, Fixed Annuities

Education
Fordham University
Bachelor of Arts, Political Science

Grant Garber Grant Garber San Francisco, California Details
Grant Garber's RS Investments Experience March 2014 - June 2014
Job Associate at Ropes & Gray LLP
Industry Law Practice
Experience
Ropes & Gray LLP  October 2014 - Present
RS Investments   March 2014 - June 2014
University of California, Berkeley, Haas School of Business   August 2013 - December 2013
US Securities and Exchange Commission  May 2013 - August 2013
Haas School of Business  March 2013 - May 2013
United States Attorney's Office  May 2012 - August 2012
UC Berkeley  February 2012 - May 2012
Dell  May 2010 - August 2010
Tutor.com  October 2007 - December 2008

Education
University of California, Berkeley   2011 — 2014
Doctor of Law (JD), Law

Arizona State University   2007 — 2011
B.S., Supply Chain Management

Arizona State University   2007 — 2011
B.A., Spanish Literature

Vanessa Solis Vanessa Solis San Francisco Bay Area Details
Vanessa Solis's RS Investments Experience February 2015 - Present
Job Institutional Sales and Client Service Assistant at RS Investments
Industry Staffing and Recruiting
Experience
RS Investments   February 2015 - Present
Talent Avenue   May 2013 - February 2015
Robert Half  September 2012 - May 2013
Private Residence  May 2000 - January 2013
Sutter Health  December 2011 - July 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Dreamweaver, Time Management, Editing, Data Entry, Administrative..., Temporary Staffing, Recruiting, PowerPoint, Spreadsheets, Public Relations, Human Resources, Administrative..., Customer Service, Management, Marketing

Education
San Francisco State University   2003 — 2008
BUS, International Business Administration

Craig Daley Craig Daley Tampa, Florida Details
Craig Daley's RS Investments Experience March 2014 - November 2014
Job Health Care Advisor at US Health Advisors
Industry Insurance
Experience
US Health Advisors  February 2015 - Present
RS Investments   March 2014 - November 2014
RS Investments   January 2010 - March 2014

Skills
Mutual Funds, Sales, Series 63, Series 6, 401k, Health Insurance

Education
Newbury College
Bachelor's Degree, Business Management

Brighid M. Ryan Brighid M. Ryan San Francisco, California Details
Brighid M. Ryan's RS Investments Experience 2014 - 2014
Job Assistant to the Chancellor/Province Assistant at University of San Francisco
Industry Financial Services
Experience
University of San Francisco  2015 - Present
Contractor  2014 - 2015
RS Investments   2014 - 2014
BNY Mellon  2012 - 2014
BNY Mellon  2008 - 2014
KPMG LLP  2005 - 2007
Extell Development Company  2004 - 2005
Bank of America  2000 - 2004

Skills
Marketing, Microsoft Excel, Financial Services, Asset Management, PeopleSoft, CRM, Business Development, Risk Management, Finance, Human Resources, Leadership, Salesforce.com, PowerPoint, Accounting, Microsoft Office, Project Management, SharePoint, Proactive self-starter, Confidentiality, Outlook, Research, Institutional..., Pivotal, Forecasting, Sales Management, Data Analysis, Long Term Relationship..., Strategic Relationships, Asset Servicing, Investment Banking, Sales Analysis, Sales & Marketing..., Sales Reporting, Reporting & Analysis, Market Research, Client Services, Onboarding, Employee Relations, Crisis Communications, Cross-functional..., Process Improvement, Strong attention to..., Client Service..., Databases, Strong..., Time Management, Microsoft Word, Business Intelligence, Budget Tracking, Operation Efficiencies

Education
Seattle University   1996 — 2000
B.A, English

Michelle Agostine Michelle Agostine Portland, Oregon Area Details
Michelle Agostine's RS Investments Experience March 2008 - July 2012
Job SVP, Integrated Marketing
Industry Financial Services
Experience
Aequitas Capital Management  June 2014 - Present
RBO & Co.   August 2012 - May 2014
RS Investments   March 2008 - July 2012
Duckhorn Wine Company  September 2004 - January 2008
Janus Capital Group  January 1998 - April 2004
Founders Asset Management  January 1996 - January 1998
Invesco Ltd.  April 1995 - January 1996
Chiat/Day  April 1994 - April 1995

Skills
Mutual Funds, Marketing, Marketing Communications, Marketing Strategy, Asset Managment, Investments, Email Marketing, Investor Relations, CRM, Relationship Management, Integrated Marketing, Product Marketing, Investment Management, Leadership, Creative Direction, Asset Management, E-commerce, Advertising

Education
Pepperdine University   1990 — 1994
BA, Advertising, Communications, Business

The Hockaday School   1987 — 1990
High School

Rainerio Reyes Rainerio Reyes Bloomfield, Connecticut Details
Rainerio Reyes's RS Investments Experience 1994 - 2001
Job Abbey Ventures LLC
Industry Investment Management
Experience
Abbey Ventures LLC   2005 - Present
Columbia Management  2003 - 2005
RS Investments   1994 - 2001
EY  1992 - 1993

Skills
Asset Management, Asset Managment, Due Diligence, Equities, Hedge Funds, Investments, Management, Portfolio Management, Start-ups

Education
Cornell University
Bachelor of Science (BS)

University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)

Sean Cullinane Sean Cullinane San Francisco Bay Area Details
Sean Cullinane's RS Investments Experience December 2014 - Present
Job Investment Director at RS Investments
Industry Investment Management
Experience
RS Investments   December 2014 - Present
Transamerica  February 2014 - November 2014
Carne Group   September 2012 - February 2013
Trinity College Dublin  September 2011 - November 2012
Franklin Templeton Investments  January 2006 - September 2011
Franklin Templeton Investments  October 2004 - December 2005
Franklin Templeton Investments  January 2003 - October 2004
Franklin Templeton Investments  June 2002 - January 2003

Skills
Series 7, Series 6, Series 63, French, Fixed Income, Investments, Bloomberg, Equities, Financial Analysis, Portfolio Management, Alternative Investments, Mutual Funds, Wealth Management, Hedge Funds, Derivatives, Asset Management

Education
Trinity College, Dublin
Master of Science (MSc), Finance, (Financial Analysis), Honors

Washington State University
Bachelor of Arts, International Business

Amy Hyde Amy Hyde San Francisco Bay Area Details
Amy Hyde's RS Investments Experience January 2001 - March 2007
Job Independent Consultant at The Representation Project
Industry Real Estate
Experience
The Representation Project  April 2015 - Present
Paragon Real Estate Group  December 2014 - April 2015
Ram's Gate Winery  February 2014 - June 2014
RS Investments   January 2001 - March 2007
burst.com  November 1999 - December 2000
Cunningham Communications  January 1999 - October 1999
Coldwell Banker Residential Brokerage  1997 - 1998
Rocklin High School   September 1996 - September 1997

Skills
Real Estate, Marketing, Sellers, Residential Homes, Selling, Sales, Investment Properties, Buyer Representation, Management, Negotiation, Advertising, Single Family Homes, Marketing Communications, Nonprofits, Event Management, Corporate Events, Employee Relations, Strategic Partnerships, Project Management, Website Development, Customer Service, Salesforce.com, Google Docs, Constant Contact, Creative Writing, Video Editing

Education
California State University-Sacramento   1995 — 1996
Single Subject Teaching Credential, English/Language Arts Teacher Education

University of California, Santa Barbara   1987 — 1991
BA, English

Branson High School   1984 — 1987

Shawn McGrath Shawn McGrath Greater Boston Area Details
Shawn McGrath's RS Investments Experience July 2010 - November 2012
Job Shawn McGrath, Senior Agency Account Exective at WordStream
Industry Computer Software
Experience
WordStream  October 2014 - Present
The University of Arizona  2002 - Present
Oracle  June 2013 - October 2014
RS Investments   July 2010 - November 2012
Ameriprise Financial  July 2001 - February 2010

Skills
Salesforce.com, Management, Sales, Software, CRM, Marketing, Solution Selling, Leadership, SaaS, Social Media Marketing, SEO, Security, Google Apps, Microsoft Office, Technology Integration, Enterprise Software, Account Management, Inside Sales, Google Adwords, Digital Marketing, Digital Strategy, Social Media Strategist, Content Marketing, Content Strategy, Google Analytics, PPC, SEM, Start-ups, Database, High Availability..., Professional Mentoring, Strategic Financial..., Financial Services, Mutual Funds, Securities, Retirement, Retirement Planning, Financial Planning, Investment Strategies, Finance, Morningstar, Bloomberg

Education
University of Arizona   1996 — 2001
Bachelor of Arts, Psychology

Joe Geary Joe Geary Greater Philadelphia Area Details
Joe Geary's RS Investments Experience January 2013 - Present
Job Regional Vice President at RS Investments
Industry Financial Services
Experience
RS Investments   January 2013 - Present
The Guardian Life Insurance Company of America  January 2009 - January 2013

Education
Penn State University   2002 — 2006
Bachelor of Science (B.S.), Logistics, Materials, and Supply Chain Management

Will Mackie Will Mackie San Francisco, California Details
Will Mackie's RS Investments Experience August 2009 - April 2010
Job President And Founder at WMackie Productions
Industry Photography
Experience
WMackie Productions   February 2012 - Present
Bleacher Report  March 2012 - March 2013
RS Investments   August 2009 - April 2010

Skills
Video Editing, Video Production, Final Cut Pro, Film, Post Production, Photoshop, Creative Writing, Adobe Creative Suite, After Effects, Premiere, Photography, Videography, Video, Microsoft Office, Research, Digital Video, Film Production, Public Speaking, Social Media

Education
Academy of Art University   2010 — 2013
Master of Fine Arts (MFA), Cinematography and Film/Video Production

University of Miami   2005 — 2009
Bachelor of Arts (B.A.), Geography

Alrik Bursell Alrik Bursell San Francisco Bay Area Details
Alrik Bursell's RS Investments Experience November 2012 - Present
Job Freelance Producer/Assistant Director at Collaborative Method
Industry Broadcast Media
Experience
Collaborative Method   September 2013 - Present
RS Investments   November 2012 - Present
Draper University  April 2013 - December 2013
Studio B Films  January 2013 - April 2013
Studio B Films  September 2009 - January 2013
OneWorld Communications  January 2010 - March 2012
American Zoetrope  October 2010 - February 2011
Change Starts at Home   January 2010 - January 2011
Lagoonside Pictures   February 2010 - March 2010
KGO-TV  June 2008 - March 2010

Skills
Final Cut Pro, Video Production, Camera, Television Production, DVD Studio Pro, Digital Video, Video, Production, Film Production, Photoshop, Final Cut Studio, Video Editing, Videography, Audio, Post Production, Word, Microsoft Office, Television, Broadcast, Premiere, Production Management, Photography, Writing, Adobe Creative Suite, Excel, Event Management, Event Planning, Screenwriting, PowerPoint, HD, Mac, Blogging, Customer Relations, Customer Service, Public Speaking, Research, Production Managment, Camera Operating, Sound, HD Video, Film, Cinematography, Directing, Web Video

Education
San Francisco State University   2004 — 2009
BA, Radio and Television

Albany High School   2000 — 2004

Rick Whipple Rick Whipple Greater Denver Area Details
Rick Whipple's RS Investments Experience April 2008 - February 2013
Job Vice President, Product Management Dividend Capital
Industry Financial Services
Experience
Dividend Capital  March 2013 - Present
RS Investments   April 2008 - February 2013
Janus Capital Group  October 2003 - March 2008
INVESCO Funds Group  December 1996 - July 2003

Skills
Alternative Investments, Asset Managment, Mutual Funds, Product Management, Product Development, Separate Accounts, Business Strategy, Separately Managed..., Hedge Funds, Asset Management, Investment Management, Series 7, Asset Allocation, Financial Services, Securities, ETFs, Equities

Education
University of Denver - Daniels College of Business   1999 — 2003
MBA

Northwestern University   1989 — 1993

Dana Hills High School   1986 — 1989

Frédérique Clay Frédérique Clay San Francisco Bay Area Details
Frédérique Clay's RS Investments Experience December 2012 - Present
Job Creative Director at RS Investments
Industry Financial Services
Experience
RS Investments   December 2012 - Present
FMC Creative   July 2012 - Present
BlackRock  October 2005 - November 2011
Morgan Stanley  December 2002 - April 2005
Barclays Global Investors  February 2000 - July 2002
Montgomery Asset Management  1998 - 2000
JWT  June 1993 - June 1996

Skills
Branding & Identity, Brand Implementation, Art Direction, Magazine Design, Creative Services, Project Management, Corporate Communications, Concept Development, Press Checks, Adobe Creative Suite, Negotiation, Communication Design, Visual Identity Systems, Brand Development, Graphic Design, Management, Typography, Creative Direction, Direct Mail, Web Development, Strategic Communications, Web Design, Dreamweaver, Graphics, Marketing Communications, Email Marketing, Strategy, Publications, Brochures, Collateral, Copywriting, Marketing Strategy, Corporate Branding, Creative Strategy, Information Graphics, Corporate Identity, HTML, Leadership, User Interface Design, Interaction Design, Direct Marketing, Logo Design, Marketing

Education
The Art Institute of California-San Diego

Ladan Gehring Ladan Gehring San Francisco Bay Area Details
Ladan Gehring's RS Investments Experience August 2013 - Present
Job Graphic Design / Branding / Art Direction
Industry Computer Software
Experience
RS Investments   August 2013 - Present
BlackRock  June 2010 - August 2013
MSCI Barra, A Morgan Stanley Company   April 2001 - October 2009
Peoplesoft  October 1999 - April 2001
Leathermode, Inc   February 1994 - September 1999

Skills
Illustration, Graphic Design, Packaging, Adobe Creative Suite, Project Management, Corporate Branding, Direct Mail, Web Design, User Interface Design, Logo Design, Corporate Identity, Advertising, Graphics, Brochures, Marketing Communications, Collateral, Flash, Brand Development, Creative Direction, Art Direction, Typography, Branding, InDesign, Illustrator, Layout, Mac, Photoshop, Posters, Art, Concept Development, Direct Marketing, Trade Shows, Online Marketing, Social Media Marketing, Photography, Adobe Acrobat, Multimedia, Marketing, Newsletters, Interaction Design, E-commerce, Branding & Identity, User Experience, Email Marketing, Creative Strategy, Dreamweaver, QuarkXPress, Information Architecture, Pre-press, Strategy

Education
Academy of Art University
Graphic Design and Fine Art

Honarestane Azadegan

Loren Dennin, CRPC Loren Dennin, CRPC Greater Minneapolis-St. Paul Area Details
Loren Dennin, CRPC's RS Investments Experience November 2010 - August 2011
Job Regional Sales Director at Forethought Financial Services, Inc.
Industry Financial Services
Experience
Forethought Financial Services, Inc.   October 2011 - Present
RS Investments   November 2010 - August 2011
Transamerica  2000 - 2010
Lincoln Financial Group  January 1997 - February 2000
Ecolab  1994 - 1997
Athletic Fitters   1990 - 1993

Skills
New Business Development, Insurance, Series 63, Fixed Annuities, Mutual Funds, Series 6, Salesforce.com, Long Term Care Insurance, Variable Annuities, Retirement, Retirement Planning, Life Insurance, IRAs, Investments, Long-term Care, Life, Sales Presentations, 401k, Sales, Series 65, Sales Operations

Education
St. Cloud State University   1990 — 1994
Bachelor of Science, Sociology with Minor in Speech Communications

Basil Alsikafi Basil Alsikafi New York, New York Details
Basil Alsikafi's RS Investments Experience June 2009 - September 2009
Job Senior Analyst at MSF Capital
Industry Investment Management
Experience
MSF Capital   June 2011 - Present
Turnaroundinvesting.com   June 2010 - April 2011
Lakeview Investment Group   January 2010 - April 2010
RS Investments   June 2009 - September 2009
Merrick Ventures  March 2009 - June 2009
BBT Capital Management   November 2005 - May 2008
JPMorgan  July 2004 - October 2005

Skills
Financial Modeling, Financial Analysis, Equity Research, Value Investing, Valuation, Investments, Hedge Funds, Analysis, Business Analysis, Investment Banking, Finance, Strategy, Due Diligence, Portfolio Management, Equities, Corporate Finance, Trading

Education
Northwestern University - Kellogg School of Management   2008 — 2010
MBA, Finance, Strategy

University of Chicago   2000 — 2004
BA, Political Science

Tim Sykes Tim Sykes San Francisco Bay Area Details
Tim Sykes's RS Investments Experience 2000 - 2002
Job Senior Funding Officer at Inheritance Funding Company, Inc
Industry Financial Services
Experience
Inheritance Funding Company, Inc.   September 2002 - Present
RS Investments   2000 - 2002
Charles Schwab  1998 - 2000

Skills
Marketing, Financial Modeling, Leadership, Strategic Planning, Investments, Start-ups, Financial Analysis, Business Development, Management, Negotiation, Budgets, Business Strategy, Entrepreneurship, Finance, Mergers, Sales, Strategy, Program Management

Education
California Polytechnic State University-San Luis Obispo   1989 — 1994
BS, City and Regional Planning

Alena Anderson Alena Anderson San Francisco Bay Area Details
Alena Anderson's RS Investments Experience June 2001 - December 2008
Job Marketing Specialist
Industry Marketing and Advertising
Experience
Kaiser Permanente  September 2011 - Present
Deloitte  April 2010 - June 2011
Insphere Insurance and AAA   January 2009 - April 2010
RS Investments   June 2001 - December 2008
Morgan Stanley  September 2000 - April 2001
Montgomery Asset Management  January 1995 - August 2000

Skills
Marketing Communications, Marketing Management, Direct Marketing, Marketing, Marketing Strategy, Email Marketing, Market Research, Digital Marketing, Integrated Marketing, Strategic Planning, Online Advertising, Analytics, Advertising, Product Marketing, Public Relations, Social Media Marketing, Business Development, Budgets, Creative Direction, Project Management, Strategy, Competitive Analysis, Online Marketing

Education
San Diego State University-California State University   1988 — 1993
B.S.

Lisa Sorani, SPHR Lisa Sorani, SPHR San Francisco Bay Area Details
Lisa Sorani, SPHR's RS Investments Experience February 2013 - March 2013
Job Human Resources Professional
Industry Utilities
Experience
EBMUD  April 2013 - Present
RS Investments   February 2013 - March 2013
ThinkEquity LLC  March 2010 - December 2012
The Trium Group  October 2008 - January 2009
Thomas Weisel Partners, LLC  October 2004 - October 2008
Gensler Architecture, Design & Planning Worldwide   2004 - 2004
Novo (now Arc Worldwide)   2000 - 2002
Hambrecht & Quist  1992 - 2000

Skills
Workshop Facilitation, Full-life Cycle..., Mergers, Talent Management, Organizational..., Performance Management, Employee Relations, Management Consulting, Human Resources, Recruiting, HRIS, Mergers & Acquisitions, Employee Benefits, Equities, Employment Law, Strategy, Project Management, Leadership, Investment Banking, Executive Management, Management

Education
University of San Francisco   1997 — 2000
MA, HR and Organizational Development

California State University-Chico   1990 — 1992
BA, Psychology

Robert Robinson Robert Robinson Ithaca, New York Details
Robert Robinson's RS Investments Experience 2013 - 2014
Job MBA Candidate at Cornell University Johnson Graduate School of Management, Class of 2016
Industry Financial Services
Experience
Alcentra  June 2015 - August 2015
RS Investments   2013 - 2014
RS Investments   2012 - 2013
RS Investments   2011 - 2012

Skills
Mutual Funds, Finance, Strategy, Leadership, Alternative Investments, Investments, Sales, Financial Modeling, Team Experience, Analytical Capability, Capital Markets, Communication Skills, Strategic Planning

Education
Cornell University - Johnson Graduate School of Management   2014 — 2016
Master of Business Administration (M.B.A.)

ESADE Business & Law School
Master of Business Administration (M.B.A.)

University of Alabama   2007 — 2011
Bachelor's Degree

Leah Bradley Leah Bradley San Francisco, California Details
Leah Bradley's RS Investments Experience March 2010 - October 2010
Job Senior Sales Coordinator at WoodruffSawyer & Co
Industry Marketing and Advertising
Experience
Woodruff-Sawyer & Co  August 2012 - Present
EHDD Architecture  August 2011 - March 2012
BlackRock  October 2010 - March 2011
RS Investments   March 2010 - October 2010
Reed Smith LLP  April 2006 - December 2008
Dickstein Shapiro LLP  June 2005 - April 2006
RS Investments   July 2003 - March 2005

Skills
Salesforce.com, Marketing, Business Development, Marketing Communications, CRM, Market Research, Public Relations, Strategy, Management, Proposal Writing, Lead Generation, Event Planning, Project Management, Analysis, New Business Development

Education
Rice University
BA, Economics and Managerial Studies

Emily Haag Emily Haag Greater Philadelphia Area Details
Emily Haag's RS Investments Experience April 2010 - Present
Job
Industry Financial Services
Experience
RS Investments   April 2010 - Present

Education
Sweet Briar College
Bachelor of Arts (B.A.), Art History and Religion

Livier Sandoval Livier Sandoval San Francisco Bay Area Details
Livier Sandoval's RS Investments Experience May 2005 - August 2010
Job Senior Operations Analyst at WHV Investments, Inc.
Industry Investment Management
Experience
WHV Investments, Inc.   May 2014 - Present
MyVest  January 2012 - October 2013
RS Investments   May 2005 - August 2010
Smith Barney Consulting Group  November 2002 - June 2004
Sonoma State University  October 2001 - May 2003

Skills
Performance Tuning, Investments

Education
California State University-Sacramento   1997 — 2000
BA Mathematics, Minor Statistics

Kavita Master Kavita Master San Francisco Bay Area Details
Kavita Master's RS Investments Experience September 2013 - October 2013
Job Senior Project Manager, Creative Services
Industry Financial Services
Experience
MUFG Union Bank, N.A.   January 2015 - Present
Union Bank  May 2014 - January 2015
Charles Schwab  October 2013 - May 2014
RS Investments   September 2013 - October 2013
RS Investments   July 2013 - August 2013
BlackRock  September 2005 - June 2013
Stanford Graduate School of Business  June 2005 - August 2005
Various ballet companies and schools in the SF Bay Area   January 1999 - June 2005

Skills
Mutual Funds, ETFs, Marketing Communications, Account Management, Process Improvement, Integrated Marketing, Project Management, Vendor Management, Direct Mail, Project Planning, Creative Direction, Management, Content Management, Cross-functional Team..., Program Management

Education
Arizona State University
Bachelor of Arts (BA), English, dance minor

Tim Seifert Tim Seifert Greater Philadelphia Area Details
Tim Seifert's RS Investments Experience January 2014 - Present
Job Vice President, Small Market Retirement Plan National Sales at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors  December 2014 - Present
RS Investments   January 2014 - Present
Divisional Sales at RS Investments   October 2012 - December 2013
Prudential Financial  2009 - 2012
The Hartford  2008 - 2009
The Hartford  2000 - 2008
PLANCO  1998 - 2000
PLANCO  1991 - 1998
PLANCO  1987 - 1991

Skills
Strategy, Mutual Funds, Leadership, Structured Products, Series 63, Business Strategy, Management, Sales Operations, Financial Services, Investments, Fixed Annuities, Retirement, Sales, Fixed Income, Retirement Planning, Employee Engagement, Marketing, 401k, Series 6, Financial Advisory, Business Development, Finance, Selling, Wealth Management, Asset Allocation, Securities, Alternative Investments, Series 7

Education
Elizabethtown College   1982 — 1986
Bachelor's degree, Banking and Financial Support Services

Peter Carlson Peter Carlson Brentwood, Tennessee Details
Peter Carlson's RS Investments Experience October 2008 - November 2013
Job Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica  April 2014 - Present
RS Investments   October 2008 - November 2013
Fidelity Investments  August 1999 - July 2008
Tullett Prebon  1992 - 1997
Garvin Guybutler CorporationG   1993 - 1996
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.)   1988 - 1992

Skills
Sales, Finance, Sales Management, Mutual Funds, Insurance, Trading

Education
Elon University   1982 — 1986
Finance, General

Carlos Hall Carlos Hall Greater New York City Area Details
Carlos Hall's RS Investments Experience January 2013 - September 2013
Job Senior Manager at IBM
Industry Financial Services
Experience
IBM  January 2014 - Present
Wells Fargo Advisors  September 2013 - January 2014
RS Investments   January 2013 - September 2013
Johnson & Johnson  June 2012 - December 2012
Canon USA  February 2012 - June 2012
AXA Equitable - Office of the CTO   August 2011 - February 2012
Bank of America  2012 - 2012
Credit Suisse - Risk Chief Officer (CRO) – IT   February 2011 - August 2011
HSBC at Global Banking & Markets   May 2010 - February 2011
AXA Equitable - Office of the CTO   September 2009 - May 2010

Skills
SOA, SDLC, Solution Architecture, Oracle, Enterprise Architecture, Websphere, SQL, Databases, UML, Java, Unix, Project Management, Business Process Design, Weblogic, PL/SQL, Program Management, Software Development, Windows, HTML, .NET, Java Enterprise Edition, BPMN, TOGAF, Visio, XML, Hibernate, Struts, Spring, Linux, DB2, Business Requirements, Rational Software..., IBM Mainframe, CICS, BPM, J2EE, Business Modeling, InfoSphere, Web Services, JSP, MS Project, Eclipse, COBOL, Microsoft SQL Server, MDM, SQL Server, EDA, CEP, WebSphere Process..., zOS

Education
Polytechnic University   2000 — 2012
Masters expected 12/2012, Computer Science

State University of NY at Old Westbury   1989 — 1990
Bachelors, Computer Science

Lisa Etling Lisa Etling San Francisco Bay Area Details
Lisa Etling's RS Investments Experience October 2012 - June 2015
Job Marketing Project & Event Manager at RS Investments
Industry Financial Services
Experience
RS Investments   October 2012 - June 2015
BlackRock  May 2010 - October 2012
SALT Branding  December 2007 - November 2009
At The Crossroads  June 2007 - September 2007
Iridio, The Premedia Technology Division of RR Donnelley   October 2005 - December 2006
Schawk  September 2004 - October 2005
Seven Worldwide  July 1996 - July 2004
Star Graphics   September 1992 - July 1996

Skills
Advertising, Packaging, Project Management, Integrated Marketing, Marketing, Brand Management, Management, Strategy, Marketing Strategy, Account Management, Direct Marketing, Marketing Communications, Product Marketing, Product Development, Digital Marketing, Email Marketing, Pre-press, Direct Mail, Event Planning

Education
California Polytechnic State University-San Luis Obispo   1987 — 1992
BA, Graphic Communications with an emphasis on Design Reproduction Technology

Jason Caiola, CFA, CFP® Jason Caiola, CFA, CFP® Greater New York City Area Details
Jason Caiola, CFA, CFP®'s RS Investments Experience April 2013 - November 2013
Job Manager, Institutional Marketing at Harding Loevner LP
Industry Financial Services
Experience
Harding Loevner LP  February 2014 - Present
RS Investments   April 2013 - November 2013
Merrill Lynch  June 2009 - March 2013
Merrill Lynch  July 2006 - June 2009
Merrill Lynch  January 2005 - July 2006

Skills
Series 7, Series 66, Uniform Combined State..., Equities, Portfolio Management, Investments, Mutual Funds, Fixed Income, ETFs, Financial Services, Financial Advisory, Wealth Management, Financial Analysis, Investment Banking, Asset Allocation, Investment Strategies, Investment Management, Alternative Investments, Investment Advisory, Asset Management

Education
Rider University   2000 — 2004
Bachelor of Science, Business Management

Janette Leyden Janette Leyden San Francisco Bay Area Details
Janette Leyden's RS Investments Experience April 2005 - April 2014
Job Forward
Industry Investment Management
Experience
Forward  April 2014 - Present
RS Investments   April 2005 - April 2014
Morgan Stanley  October 2000 - April 2004

Skills
Mutual Funds

Education
Hofstra University
Bachelor of Arts (B.A.), Banking and Finance

Sean Borella Sean Borella San Francisco Bay Area Details
Sean Borella's RS Investments Experience February 2015 - Present
Job Institutional Business Development Associate at RS Investments
Industry Financial Services
Experience
RS Investments   February 2015 - Present
FutureAdvisor  July 2014 - January 2015
Hewins Financial Wipfli Hewins  June 2013 - June 2014
Franklin Templeton Investments  December 2012 - January 2013
Stifel Financial Corp.  September 2012 - December 2012
Franklin Templeton Investments  June 2012 - August 2012

Skills
Strategic Financial..., Marketing Research, Investments, Insurance, Marketing Strategy, Financial Planning, Financial Markets, Microsoft Office, Excel, Series 65, Series 6, Series 63

Education
California State University-Chico   2009 — 2013
Business, Marketing

St. Ignatius College Preparatory   2005 — 2009

Andy Ballard, CIMA® Andy Ballard, CIMA® Greater Milwaukee Area Details
Andy Ballard, CIMA®'s RS Investments Experience August 2015 - Present
Job RIA/Bank Trust Investment Director Southeast Territory at RS Investments
Industry Investment Management
Experience
RS Investments   August 2015 - Present
Heartland Advisors, Inc.   April 2009 - June 2015
Alliance Wealth Management   April 2008 - April 2009
Ziegler  June 2006 - October 2007

Skills
Investments, Mutual Funds, Relationship Management, Sales, Business Development, Series 7, Securities, Equities, Financial Services, Series 63, Series 65, RIAs, Asset Allocation, Uniform Combined State..., Investment Advisory, Wealth Management, Finance

Education
Marquette University   2001 — 2006
BS, Marketing, Commercial Real Estate Finance

Robert Cowick Robert Cowick Greater Chicago Area Details
Robert Cowick's RS Investments Experience 2013 - 2013
Job Aspiring Financial Analyst | Economics Major | Indiana University Graduate
Industry Financial Services
Experience
The Cowick Group   June 2008 - Present
Morgan Stanley  2014 - 2014
RS Investments   2013 - 2013

Skills
Financial Analysis, Leadership, Investments, Customer Service, PowerPoint, Time Management, Financial Modeling, Management, Social Networking, Microsoft Word, Microsoft Office, Public Speaking, Microsoft Excel, Corporate Finance, Teamwork, Valuation

Education
Indiana University Bloomington   2011 — 2014
Bachelor of Arts (B.A.), Economics

Indiana University - Kelley School of Business
Business Foundations

Olivia Clayton Olivia Clayton San Francisco, California Details
Olivia Clayton's RS Investments Experience 2004 - 2009
Job Recruiting Manager at Groupe Insearch
Industry Financial Services
Experience
Groupe Insearch  February 2015 - Present
California People Search, Inc.   October 2014 - February 2015
GET-Private Biotech Startup   April 2014 - February 2015
Carrick Capital Partners   January 2013 - April 2014
Stifel Nicolaus  July 2011 - August 2012
RS Investments   2004 - 2009
Credit Suisse  2000 - 2004
Paine Webber  1995 - 2000

Skills
Equities, Series 7, Investments, Private Equity, Capital Markets, Hedge Funds, Asset Management, Securities, Investment Banking, Alternative Investments, Asset Managment, Asset Allocation, Valuation

Education
Santa Rosa Junior College

Bud Vigil Bud Vigil San Francisco Bay Area Details
Bud Vigil's RS Investments Experience June 2002 - Present
Job Performance and Analytics Manager at RS Investments
Industry Financial Services
Experience
RS Investments   June 2002 - Present
RS Investments   June 1999 - May 2002
Hampel Stefanides  June 1998 - January 1999
DD Marketing  February 1997 - September 1997

Skills
Investments, Equities, Asset Management, Portfolio Management, Hedge Funds, Alternative Investments, Financial Modeling, Financial Analysis, Fixed Income, Valuation

Education
Stanford - AB, Economics   1992 — 1996

Stanford University

Teal Backus, PHR, CP, MS-HRM Teal Backus, PHR, CP, MS-HRM San Francisco Bay Area Details
Teal Backus, PHR, CP, MS-HRM's RS Investments Experience April 2013 - July 2014
Job Director, HR at Forward
Industry Human Resources
Experience
Parallax Volatility Advisers, L.P.   September 2015 - Present
Forward (Acquired by Salient Partners)   July 2014 - October 2015
RS Investments   April 2013 - July 2014
WHV Investment Management   May 2011 - April 2013
XOJET  July 2007 - May 2011

Skills
Human Resources, Onboarding, Talent Acquisition, Employee Relations, HRIS, Recruiting, Talent Management, Personnel Management, Applicant Tracking..., Deferred Compensation, Employee Benefits, Organizational..., Performance Management, Succession Planning, Workforce Planning, New Hire Orientations, Benefits Administration, College Recruiting, Customer Service, Employee Engagement, HR Policies, Labor Relations, Compensation & Benefit, FMLA, Taleo, ADP HRB, HRIS Database Management, Restructuring, Workers' Compensation..., Leave of Absence..., HRIS Implementation, International Business, Mergers & Acquisitions

Education
Golden Gate University
Masters of Science, Human Resources Management

University of Nevada-Reno
BS in Business Administration, Management with Human Resources emphasis, Marketing Minor

West Anchorage High School

Bayley Diamond Bayley Diamond San Francisco Bay Area Details
Bayley Diamond's RS Investments Experience November 2011 - October 2012
Job Communications Production and Distribution
Industry Investment Management
Experience
Dodge & Cox  October 2012 - Present
RS Investments   November 2011 - October 2012
Glass, Lewis & Co., LLC   August 2005 - November 2011

Skills
Project Management, Financial Services, Marketing Communications, Marketing, Salesforce.com, Investments, Marketing Strategy, Public Relations, Research, Corporate Communications, CRM, Analytics, Email Marketing, Management

Education
Loyola Marymount University   2001 — 2005
BA, Communications, Business

Forrest Hendrickson Forrest Hendrickson San Francisco Bay Area Details
Forrest Hendrickson's RS Investments Experience July 2004 - October 2013
Job
Industry Investment Management
Experience
Robert Half Management Resources  December 2014 - August 2015
Rabobank, N.A.   August 2014 - November 2014
RS Investments   July 2004 - October 2013
Smith Barney - Citigroup  January 2003 - June 2004
Aflac  June 2001 - July 2002
TD Waterhouse  January 1996 - April 2001

Skills
Securities, Alternative Investments, Investment Management, Equities, Fixed Income, Asset Management, Series 7, Investment Compliance, Investments, Hedge Funds, Wealth Management, Options Strategies, Securities Regulation, Insurance, Strategic Financial..., FINRA, Series 4, Series 24, Series 9, Series 10, Multi-family Investment..., Residential Investment..., Asset Managment, Marketing Communications, Regulatory Compliance, Broker-Dealer, Mutual Funds, Private Equity, Registered Investment...

Education
Golden Gate University
Bachelor of Arts (B.A.), Business / Human Resource Management

Kyle Bangert Kyle Bangert Washington D.C. Metro Area Details
Kyle Bangert's RS Investments Experience July 2013 - February 2015
Job Regional Account Executive at Steben & Company, Inc.
Industry Financial Services
Experience
Steben & Company, Inc.   February 2015 - Present
RS Investments   July 2013 - February 2015
Phillips and Jordan, Inc  May 2011 - August 2011
WinSoft International   July 2010 - February 2011
Miresco Investment Services   October 2008 - January 2009

Education
University of Alabama
Bachelor of Communication & Information Sciences, Advertising. Psychology. Computer Science & Technology

Borden Putnam Borden Putnam Half Moon Bay, California Details
Borden Putnam's RS Investments Experience January 1996 - July 2001
Job Principal Analyst/Indepent Consultant at Mione Capital
Industry Mining & Metals
Experience
Heron Resources Limited   December 2014 - Present
Meryllion Resources   September 2013 - Present
Mirasol Resources   2012 - Present
Mione Capital   January 2009 - Present
Society of Economic Geologists, Inc.   2011 - 2014
Concordia Resources   March 2011 - September 2013
Eastbourne Capital   July 2001 - January 2009
RS Investments   January 1996 - July 2001
MRDI Mineral Resources Development Inc.   1991 - 1996
Geochemical Services, Inc.   1990 - 1991

Skills
Due Diligence, Prospect Evaluation, Fata Flaw Audits, Equity Research, Valuation, Financial Modeling, Asset Managment, Hedge Funds, Equities, Base Metals, Coal, Investment Management, Mineral Exploration, Drilling, Feasibility Studies, Geology, Sampling, Gold, Minerals, Mining, Geological Mapping

Education
New Mexico Institute of Mining and Technology   1978 — 1980
MSc, Geology-Geochemistry

New Mexico Institute of Mining and Technology   1974 — 1977
BSc, Geology

Boyce Flick Boyce Flick Greater Philadelphia Area Details
Boyce Flick's RS Investments Experience April 2015 - Present
Job Internal Wholesaler at RS Investments
Industry Financial Services
Experience
RS Investments   April 2015 - Present
Genzeon Corporation   October 2014 - March 2015
Aerotek  June 2014 - September 2014
Pride Products Distributors LLC  January 2014 - May 2014
InterFACE Talent Network  June 2013 - September 2013
Tuckahoe Bike Shop/Surf Buggy Centers   May 2010 - September 2012

Skills
Sales, Investments, Finance, Investment Strategies, Consultative Selling, Cold Calling, Sales Process, Customer Service, Time Management, Teamwork, Microsoft Excel, Analysis, Customer Satisfaction, Telephone Skills, Research, Negotiation

Education
Rutgers, The State University of New Jersey-New Brunswick   2010 — 2014
Bachelor of Arts (B.A.), Economics, Minor in Mathematics

Moorestown High School   2007 — 2010

Brendon Pierce, CIMA® Brendon Pierce, CIMA® Greater Pittsburgh Area Details
Brendon Pierce, CIMA®'s RS Investments Experience June 2006 - June 2008
Job Regional Director Wells Fargo Asset Management
Industry Financial Services
Experience
Wells Fargo Asset Management  March 2010 - Present
Wells Fargo/Evergreen Investments   May 2008 - March 2010
RS Investments   June 2006 - June 2008

Skills
Series 7, Series 63, Mutual Funds, Investments, Asset Allocation, Series 65, Separately Managed...

Education
Isenberg School of Management, UMass Amherst   2002 — 2006
BS, Sports Management, Economics

Melissa Floren Filippone Melissa Floren Filippone Greater Salt Lake City Area Details
Melissa Floren Filippone's RS Investments Experience 1996 - 1998
Job Vice President of Business Development at Imagine Health, Inc.
Industry Hospital & Health Care
Experience
Imagine Health, Inc.   February 2015 - Present
DCF Capital LLC   January 2012 - January 2015
Navigenics  January 2007 - January 2012
DCF Capital, LLC   November 2003 - December 2006
Janus Capital Group  1998 - 2003
RS Investments   1996 - 1998

Skills
Personalized Medicine, Start-ups, Product Management, Biotechnology, Lifesciences, Genomics, Strategy, Product Marketing, Mergers & Acquisitions, Product Development, Content Strategy, Portfolio Management, Business Development, Mergers, Life Sciences, Equity Research, Risk Management, Investments

Education
Princeton University   1991 — 1996
Bachelor of Science (BS), Politics and East Asian Studies

Middlebury College   1993 — 1993
Chinese School

Chartered Financial Analyst
CFA

Savannah Hudson Savannah Hudson Las Vegas, Nevada Details
Savannah Hudson's RS Investments Experience June 2011 - November 2011
Job San Francisco State University
Industry International Trade and Development
Experience
DocuSign  January 2015 - May 2015
Osterweis Capital Management  June 2012 - August 2012
RS Investments   June 2011 - November 2011
Criterion Capital Managment   June 2010 - August 2010
California Charter Schools Association  June 2008 - August 2009
San Francisco Fire Department  February 2006 - May 2008

Skills
International..., International Relations, Microsoft Office, Research, Policy Analysis, Public Speaking, Nonprofits, Social Media, English, Politics, Strategic Planning, Project Management, Program Management, Editing, Public Policy, Capacity Building, Microsoft Excel, Public Relations, Spanish, PowerPoint, Human Rights, Policy, Government, Finance, Training

Education
San Francisco State University   2012 — 2015
Bachelor’s Degree, International Relations and Business

San Francisco State University   2012 — 2015
Bachelor's degree, International Relations and Affairs

Jennalyn Macaraeg Jennalyn Macaraeg San Francisco, California Details
Jennalyn Macaraeg's RS Investments Experience September 2014 - Present
Job Consultant Relations at RS Investments
Industry Investment Management
Experience
RS Investments   September 2014 - Present

Skills
Asset Management, Investments, Hedge Funds, Asset Managment, Portfolio Management, Alternative Investments, Investment Strategies, Management, Bloomberg, Relationship Management, Asset Allocation, Equities, Institutional..., Financial Modeling, Securities, Derivatives, Financial Analysis, Business Development, CRM

Education
San Jose State University   2004 — 2006
Master's Degree, Economics

University of California, Santa Cruz   2000 — 2004
Bachelor of Arts, Business Management Economics

Vallejo High School   1997 — 2000

Erin Niehaus Erin Niehaus San Francisco, California Details
Erin Niehaus's RS Investments Experience 2000 - 2002
Job Senior Managing Partner at J. HILBURN
Industry Financial Services
Experience
JHilburn  September 2009 - Present
RS Investments   2000 - 2002
Bowman Capital  January 1996 - December 2000
Jennison Associates  June 1991 - January 1996

Skills
Financial Analysis, Financial Planning, Financial Management, Entrepreneurship..., Sales Management, Strategic Planning, Marketing Strategy, Strategic Financial..., Analysis, Managerial Finance, Equities, Management, Investments, Portfolio Management, Valuation, Recruiting, Strategy, Analytics, Sales, Entrepreneurship, Retail, Finance, Coaching, Start-ups

Education
Georgetown University   1987 — 1991
BA, Political Science and Government, International Affairs, Dean's list

New York University - Leonard N. Stern School of Business   1993 — 1996
MBA, Finance

Golden Gate University Graduate School of Business   2004 — 2006
Graduate Certificate, Financial Planning, Financial Planning and Services

Greg Murray Greg Murray Wayne, Pennsylvania Details
Greg Murray's RS Investments Experience March 2013 - Present
Job Internal Sales Manager at RS Investments
Industry Financial Services
Experience
RS Investments   March 2013 - Present
The Hartford  March 2012 - March 2013
The Hartford  April 2009 - March 2012
The Hartford  September 2007 - April 2009
The Haverford School  September 1999 - May 2003

Skills
Series 63, Series 6, Life Insurance, Investments, Fixed Income, Wholesale, Asset Management, Series 26, 401k, Fixed Annuities, Mutual Funds, Retirement, Variable Annuities, Retirement Planning, FINRA, Asset Allocation, Alternative Investments

Education
Albright College   2003 — 2007
Business Administration and Management, General

Haverford School

Jessica Hale Jessica Hale San Francisco, California Details
Jessica Hale's RS Investments Experience February 2013 - Present
Job Counsel at RS Investments
Industry Law Practice
Experience
RS Investments   February 2013 - Present
Ropes & Gray LLP  September 2005 - February 2013

Skills
Mergers & Acquisitions, Investments, Investment Management, Mutual Funds, Corporate Law, Corporate Governance, Negotiation, Private Equity, Securities Regulation, Due Diligence, Securities, Legal Research, Legal Writing, Venture Capital, Licensing, Capital Markets

Education
Boston University School of Law   2002 — 2005
Doctor of Law (JD), Law

The Ohio State University   1998 — 2002
Bachelor of Arts (B.A.), Political Science

Jason Ellison Jason Ellison Greater Boston Area Details
Jason Ellison's RS Investments Experience June 2007 - February 2009
Job Advertising Review Principal at Foreside Financial Group, LLC
Industry Financial Services
Experience
Foreside Financial Group, LLC  October 2011 - Present
Foreside Financial Group, LLC  October 2009 - October 2011
Guardian Investor Services  June 2007 - February 2009
RS Investments   June 2007 - February 2009
Ameriprise Financial  July 2006 - April 2007
Chicago Investment Group  June 2005 - August 2005

Skills
Series 7, Mutual Funds, Investments, Series 63, Securities, Retirement Planning, 401k, Strategic Financial..., Fixed Annuities, Insurance, Estate Planning, Marketing, Series 6, Asset Managment, Asset Allocation, Wealth Management, Retirement, Sales Management, Outlook, Investment Advisory, Finance, Asset Management, Separately Managed..., FINRA, Series 24, Variable Annuities, Hedge Funds, Sales, Life Insurance, Financial Planners, Alternative Investments, ETFs, Series 65, Financial Services, Investment Strategies, Investment Management, Uniform Combined State...

Education
Hobart and William Smith Colleges   2002 — 2006
Psychology, Behavioral and Personality

Black River High School   1998 — 2002

Dominic Hulse Dominic Hulse San Francisco, California Details
Dominic Hulse's RS Investments Experience July 2014 - Present
Job Counsel at RS Investments
Industry Investment Management
Experience
RS Investments   July 2014 - Present
BlackRock  June 2011 - July 2014
Potomac River Capital LLC  January 2010 - June 2011
Investment Adviser Association  2009 - 2009
Dechert LLP  2003 - 2009

Skills
Hedge Funds, Securities Regulation, Securities, Derivatives, Mutual Funds, Investment Management, Private Equity, Alternative Investments, Capital Markets, Litigation, Asset Managment, Options, Financial Regulation, Private Equity Funding, Corporate Governance, Corporate Law, Due Diligence, Joint Ventures, Corporate Finance, Legal Research, Mergers, Dodd-Frank, Investments, Financial Services, Prime Brokerage, ISDA, Structured Products, Fund Of Funds, ETFs, Equities, Investment Advisers Act, Fixed Income, Acquisitions, Legal Compliance, Securities Lending, Credit, Swaps, Broker-Dealer, Credit Derivatives, Financial Markets, Securities Offerings, Leveraged Finance, SEC, Equity Derivatives, Private Placements, Investment Strategies, Risk Management, Investment Company Act, FX Derivatives, 1940 Act

Education
Georgetown University Law Center   2009 — 2010
Master of Laws (LL.M.) in Securities and Financial Regulation, With Distinction

Nottingham Trent University   2002 — 2003
LPC, Law

University of Bristol   1999 — 2002
LLB, Law

Kyle Ross Kyle Ross Greater Boston Area Details
Kyle Ross's RS Investments Experience May 2014 - Present
Job Internal Wholesaler at RS Investments
Industry Financial Services
Experience
RS Investments   May 2014 - Present
New York Life  July 2013 - May 2014
Eaton Vance  June 2012 - May 2013
New York Life  January 2012 - May 2013
Boston College Career Center  June 2011 - January 2013
Boston College  May 2012 - August 2012
Westfield Parks and Recreation   June 2008 - August 2008

Skills
Licensed Life & Health..., Series 6, Series 63, Asset Allocation, Retirement Planning, Debt Management, Student Loans, Mutual Funds, Securities, Microsoft Excel, Financial Planning, Investments, Series 7

Education
Boston College   2009 — 2013
Bachelor of Science (BS), Finance

Westfield High School   2005 — 2009

Ezgi Yagci Ezgi Yagci Greater New York City Area Details
Ezgi Yagci's RS Investments Experience September 2005 - January 2006
Job Analyst at Balyasny Asset Management LP
Industry Financial Services
Experience
Balyasny Asset Management L.P.   March 2015 - Present
Green Arrow Capital Management LLC (Millennium)   February 2014 - December 2014
TIAA-CREF  December 2009 - January 2014
Partner Fund Management (PFM)   January 2006 - December 2008
RS Investments   September 2005 - January 2006
Brown Brothers Harriman  January 2005 - September 2005

Skills
Equity Research, Valuation, Financial Modeling, Bloomberg, Asset Management, Financial Analysis, Long/Short Equity, Equities

Education
Boston University   2002 — 2004
Master of Arts (MA), Economics

Boston University   2000 — 2004
Bachelor of Arts, Economics, International Relations

Matthew Fessler Matthew Fessler Houston, Texas Details
Matthew Fessler's RS Investments Experience July 2013 - Present
Job Regional Vice President at RS Investments
Industry Financial Services
Experience
RS Investments   July 2013 - Present
RS Investments   February 2012 - June 2013
Fidelity Investments  February 2010 - February 2012
Fidelity Investments  June 2008 - February 2010
Fidelity Investments  July 2007 - June 2008
Fidelity Investments  February 2006 - May 2007
John Hancock  September 2005 - November 2005
UGI Utilities  June 2003 - August 2003

Education
Providence College   2003 — 2007
Bachelor of Science, Finance & Management

Lancaster Catholic High School

Greg Burke Greg Burke Columbus, Ohio Area Details
Greg Burke's RS Investments Experience November 2010 - May 2015
Job Regional Vice President, Mainstay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments  May 2015 - Present
RS Investments   November 2010 - May 2015
RS Funds  January 2010 - November 2010
Fidelity Investments  January 2009 - October 2009
Fidelity Investments  May 2007 - December 2008
Fidelity Investments  March 2006 - May 2007
Fidelity Investments  September 2006 - March 2007
Fidelity Investments  June 2004 - September 2006
East Coast Hockey League and Elite European Leagues   September 1992 - April 2003

Skills
Retirement Planning, Series 7, Fixed Income, Investments, Hedge Funds, Wealth Management, Financial Advisory, Wealth, Finance, Mutual Funds, Series 63, Asset Allocation, Trading, Retirement, Alternative Investments, Asset Management

Education
The Ohio State University   1988 — 1993
BA, Journalism

Kim St. Hilaire Kim St. Hilaire San Francisco Bay Area Details
Kim St. Hilaire's RS Investments Experience June 2013 - Present
Job Head of Operations at RS Investments
Industry Investment Management
Experience
RS Investments   June 2013 - Present
BlackRock  December 2009 - June 2013
Barclays Global Investors  March 2008 - December 2009
Jass & Associates  February 2007 - February 2008
RegTec, LLC   September 2006 - February 2007
HedgeFlex, Inc.   November 2004 - September 2006
The Pacific Stock Exchange   April 1995 - September 2004

Skills
Fixed Income, Derivatives, Risk Management, Trading, Equities, Project Management, Business Analysis, Middle Office, Corporate Actions, Settlement, Operations Management, FX Options, Financial Services, Portfolio Management, Asset Management, Back Office, Financial Risk, Investments, ETFs, Electronic Trading, Options, Finance, Collateral Management, Due Diligence, Securities, Mutual Funds, Prime Brokerage, Hedge Funds, Alternative Investments, Bloomberg, Capital Markets, Management, Valuation, Strategy, Trading Systems, Financial Markets, Investment Management

Education
University of Phoenix   1996 — 1998
MBA Courses

Georgia Southern University   1991 — 1994
Bachelor of Science (BS), Journalism

Winthrop High School   1986 — 1990

Sean McMaster Sean McMaster Boston, Massachusetts Details
Sean McMaster's RS Investments Experience September 2008 - April 2013
Job Regional Director | Business Development at LPL Financial
Industry Financial Services
Experience
LPL Financial  June 2013 - Present
RS Investments   September 2008 - April 2013
Ameriprise Financial Services, Inc.   November 2007 - July 2008

Skills
Mutual Funds, Personal Financial..., Business Development..., Asset Allocation, Alternative Investments, Retirement Planning, Wealth Management, Securities, Series 7, Series 66, Investment Strategies, Life & Health Insurance..., Asset Management

Education
Assumption College   2004 — 2007
BA, Business Management

Boston College High School   1999 — 2003

Matthew R. McLean Matthew R. McLean San Francisco, California Details
Matthew R. McLean's RS Investments Experience January 2015 - Present
Job Research Associate at RS Investments
Industry Investment Management
Experience
RS Investments   January 2015 - Present
J.P. Morgan   June 2012 - December 2014
J.P. Morgan   June 2011 - August 2011

Education
Harvard University   2008 — 2012
Bachelors, Economics

David Gibbons, CRPC® David Gibbons, CRPC® Rochester, New York Area Details
David Gibbons, CRPC®'s RS Investments Experience August 2009 - July 2012
Job Financial Consultant, Vice President at M & T Securities, Inc.
Industry Financial Services
Experience
M & T Bank  October 2012 - Present
RS Investments   August 2009 - July 2012
SunAmerica  February 2006 - April 2009
PLANCO  January 2005 - February 2006
AllianceBernstein  September 2003 - January 2005
Bear Stearns Asset Management  1998 - 2002
Putnam Investments  1995 - 1998

Skills
Series 63, Mutual Funds, Series 6, Asset Allocation, Series 7, Series 65, Variable Annuities, Alternative Investments, Retirement, Hedge Funds, Fixed Annuities, Life Insurance, Investments, Retirement Planning, Securities, Wealth Management, Investment Strategies, Investment Advisory, FINRA, Uniform Combined State..., Investment Management, 401k, ETFs, Asset Management, Estate Planning

Education
University of Rochester   1994 — 1995
MAT

Hobart and William Smith Colleges   1990 — 1994

CSH   1987 — 1990

César Bracho César Bracho Des Moines, Iowa Area Details
César Bracho's RS Investments Experience October 2013 - December 2014
Job Entrepreneur
Industry Venture Capital & Private Equity
Experience
RS Investments   October 2013 - December 2014
Wakonda Club  June 2010 - August 2013
Drake University  January 2012 - May 2012
ATP World Tour  January 2007 - July 2008

Skills
Spanish native speaking, Spanish native writing, Spanish translation, US GAAP, Leadership, Microsoft Office, Cost Accounting, Financial Accounting, Accounting, Tax Accounting, Spanish, Microsoft Excel, Budgets, Cultural Awareness, Portuguese, Financial Modeling

Education
Drake University   2014 — 2015
Master's degree, Finance

Drake University   2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting; Business Management

Diana Melencio Diana Melencio New York, New York Details
Diana Melencio's RS Investments Experience January 2006 - February 2008
Job CoFounder at OKMYOUTFIT, Inc
Industry Internet
Experience
OKMYOUTFIT, Inc.   October 2013 - Present
Cramer Rosenthal McGlynn  January 2010 - September 2013
Chelsea Capital   December 2008 - December 2009
Morgan Keegan  March 2008 - October 2008
RS Investments   January 2006 - February 2008

Skills
Financial Modeling, Equity Research, Investments, Equities, Due Diligence, Hedge Funds, Valuation, Asset Management, Competitive Analysis, Forecasting, Investment Management, Alternative Investments, Analysis, Mutual Funds, Financial Analysis, Bloomberg, Strategic Partnerships, New Business Development, Event Management, Microsoft Office, Research, Securities, Data Analysis, Portfolio Management, Fixed Income, Microsoft Word, Microsoft Excel, Excel, Word, Factset, Entrepreneurship, Business Development, Finance

Education
San Francisco State University, College of Business   2001 — 2005
BS, Honors in Corporate Finace and Financial Services

CFA Candidate Level 2   2012 — 2013

Jason Ribando, PhD, CFA Jason Ribando, PhD, CFA San Francisco Bay Area Details
Jason Ribando, PhD, CFA's RS Investments Experience February 2014 - Present
Job Quantitative Analyst at RS Investments
Industry Financial Services
Experience
RS Investments   February 2014 - Present
Thomson Reuters  July 2009 - January 2014
Quantal International  May 2008 - June 2009
University of Northern Iowa  August 2000 - December 2006

Skills
Chartered Financial..., Quantitative Finance, Quantitative Research, Financial Modeling, Equities, Fixed Income, Options, Valuation, Portfolio Management, Trading Strategies, Asset Allocation, Portfolio Optimization, Backtesting, Portfolio Risk, Factor Models, Monte Carlo, VAR, Stress Testing, Credit Risk, Statistics, Microsoft Excel, SQL, R, Bloomberg

Education
University of California, Berkeley - Walter A. Haas School of Business   2007 — 2008
Master of Financial Engineering

University of California, San Diego   1994 — 2000
Doctor of Philosophy (PhD), Mathematics

Massachusetts Institute of Technology   1990 — 1994
Bachelor of Science (B.S.), Mathematics

Illinois Mathematics and Science Academy   1987 — 1990

Rex Chen Rex Chen Des Moines, Iowa Details
Rex Chen's RS Investments Experience November 2012 - Present
Job Equity Analyst, RS Investments
Industry Investment Management
Experience
RS Investments   November 2012 - Present
Principal Global Investors  June 2012 - November 2012
William Blair & Company  June 2011 - August 2011
Deloitte  December 2006 - June 2010
Intel  September 2004 - December 2006

Skills
Equity Research, Portfolio Management, Asset Managment, Risk Management, Valuation, Financial Modeling, Forecasting, Accounting, Business Strategy, Data Analysis, Project Management, Financial Analysis, Strategic Planning, Competitive Analysis, VBA, Asset Management, Investments, Finance, Emerging Markets, Strategy, Cross-functional Team..., Equities

Education
Duke University - Fuqua School of Business   2010 — 2012
MBA, Investment & Finance

University of Warwick   2002 — 2003
MSc, Information Technology for Manufacture

Coventry University   2000 — 2002
BA, Business Information Technology

Colin Lake CIMA® Colin Lake CIMA® Marlborough, Massachusetts Details
Colin Lake CIMA®'s RS Investments Experience January 2013 - Present
Job National Sales Director at RS Investments
Industry Investment Management
Experience
RS Investments   January 2013 - Present
Guardian Investor Services LLC  December 2008 - December 2012
Planco Financial Services   December 1995 - December 2008

Skills
Public Speaking, Presentation Coaching, Business Development, Business Efficiency, Life Coaching, Investments, Series 63, Sales, Mutual Funds, Sales Management, Series 6, Retirement Planning, Marketing, Wealth Management, Alternative Investments

Education
Kutztown University of Pennsylvania
Bachelor of Science (BS), Psychology

Marisol Samperio Marisol Samperio San Francisco Bay Area Details
Marisol Samperio's RS Investments Experience March 2013 - September 2015
Job Chief of Staff at Achaogen
Industry Financial Services
Experience
Achaogen  September 2015 - Present
RS Investments   March 2013 - September 2015
BlackRock  December 2009 - February 2013
Barclays Global Investors  March 2004 - December 2009
Crowell, Weedon & Co.   November 2002 - March 2004

Skills
Fixed Income, Investments, Alternative Investments, Series 7, Asset Allocation, Mutual Funds, Asset Management, Hedge Funds, ETFs, Investment Strategies, Investment Management, Financial Analysis, Financial Services, Emerging Markets, Financial Risk, Analytics, Project Management, Microsoft Excel, Equities, Bloomberg, Series 63, Capital Markets, Securities, Portfolio Management, Derivatives

Education
Loyola Marymount University   2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General

Michael Wills Michael Wills Greater Philadelphia Area Details
Michael Wills's RS Investments Experience November 2013 - Present
Job Regional Sales Representative at RS Investments
Industry Financial Services
Experience
RS Investments   November 2013 - Present
Gerber/Taylor Management Co.   May 2012 - August 2012

Skills
Financial Analysis, Sales, Mutual Funds, Finance, Investments, Wealth Management, Microsoft Office, Analysis, Management, Leadership

Education
University of Alabama   2008 — 2013
Bachelor of Science (B.S.), Business Management

University of Alabama

Cindy Boothby Cindy Boothby San Francisco Bay Area Details
Cindy Boothby's RS Investments Experience October 2013 - Present
Job
Industry Marketing and Advertising
Experience
RS Investments   October 2013 - Present
Independent Contractor  February 2011 - July 2011
iShares  March 2006 - February 2009
Robert Half International  March 2000 - March 2005
Wells Fargo  May 1999 - March 2000
Wells Fargo  January 1997 - May 1999
Wells Fargo  June 1995 - January 1997
Wells Fargo  September 1993 - June 1995

Skills
Collateral, Marketing, Marketing Strategy, Project Management, Direct Mail, Email Marketing, Strategy, Integrated Marketing, Business Planning, Marketing Communications, Brand Management, Direct Marketing, Product Marketing, SEO, Strategic Communications, Management, Digital Marketing, Dreamweaver

Education
California State University-East Bay
MBA

Marvin Yee Marvin Yee San Francisco Bay Area Details
Marvin Yee's RS Investments Experience October 2013 - Present
Job
Industry Financial Services
Experience
RS Investments   October 2013 - Present
BlackRock  December 2009 - October 2013
Barclays Global Investors  August 2007 - December 2009
Capital One  December 2006 - July 2007
GreenPoint Mortgage  March 2003 - December 2006
Consulting  April 2002 - February 2003
Quest Media & Supplies, Inc.   January 1998 - April 2002
International Networking Services   April 1997 - December 1997
California Air Resources Board  February 1995 - March 1997

Skills
Cisco Technologies, Firewalls, Security, VPN, Disaster Recovery, Data Center, WAN, Switches, Network Design, System Deployment, Routers, Network Architecture, Networking, DNS, Network Engineering, Routing, Vendor Management, Virtualization, IP, BGP, ITIL, MPLS, Load Balancing, Cisco Routers, Active Directory, Managed Services, Technical Support, EIGRP, Project Management, Integration, Management, Wireless, IT Strategy, Unix, Enterprise Architecture, Leadership, Ethernet, Process Improvement, Business Continuity, Cloud Computing, Network Security, Frame Relay, Storage, IDS, Juniper, Palo Alto Networks, Wireless Networking, Cisco Call Manager, Cisco Telepresence

Education
Humboldt State University   1992 — 1994
MS, Environmental Resource Systems Engineering

University of California, Los Angeles   1988 — 1992
BS, Mechanical Engineering

Kami Welch Kami Welch San Francisco Bay Area Details
Kami Welch's RS Investments Experience June 2009 - December 2011
Job
Industry Financial Services
Experience
RS Investments   June 2009 - December 2011
McMorgan & Company, LLC   October 2005 - October 2008
Lee Munder Capital Group  2003 - 2005
GMO  August 2002 - February 2003

Education
Saint Lawrence University   1998 — 2002
BA, Sociology, French

Gavin Neenan Gavin Neenan San Francisco, California Details
Gavin Neenan's RS Investments Experience April 2013 - Present
Job Trader at RS Investments
Industry Banking
Experience
RS Investments   April 2013 - Present
Geosphere Capital Management  February 2010 - May 2012
Tradewinds Global Investors  November 2008 - February 2010
Columbia Management  February 2006 - November 2008

Skills
Equities, Bloomberg, Fixed Income, Series 7, Trading, Hedge Funds, Financial Markets, Investments, Alternative Investments, Asset Management

Education
University of Arizona   1997 — 2002
Economics

Jared Buell Jared Buell San Francisco, California Details
Jared Buell's RS Investments Experience January 2008 - Present
Job Head of DCIO and SubAdvisory
Industry Investment Management
Experience
RS Investments   January 2008 - Present
Phoenix Life Insurance Company  2005 - 2008
MassMutual  2000 - 2005

Skills
Mutual Funds, Investments, Portfolio Management, Series 6, Series 63, CFA

Education
College of the Holy Cross   1996 — 2000
Mathematics and Premedical

Dawn Weeks Dawn Weeks San Francisco Bay Area Details
Dawn Weeks's RS Investments Experience February 2013 - August 2015
Job Executive Assistant to Partner & General Counsel at TPG Growth
Industry Investment Management
Experience
RS Investments   February 2013 - August 2015
CMEA Capital  March 2011 - February 2013
Sequoia Benefits  March 2010 - February 2011
West Coast Life (Division of Protective Life Insurance Co.)   August 2007 - November 2009
Kelly Services  January 2006 - July 2007
McKesson Corporation  August 2002 - December 2005

Skills
Administrative..., Executive..., Project Management, Human Resources, Recruiting, Management, Talent Acquisition, Talent Management, Employee Benefits, CRM, Policy, Onboarding, Applicant Tracking..., Benefits Administration, Sourcing, Time Management, Employee Engagement, Performance Management, Marketing, Interviews, Employee Relations, Succession Planning, Change Management, Temporary Staffing, Entrepreneurship, Event Management, Investor Relations, Problem Solving, Master Scheduling, Travel Management, Manage Client..., Client Relations Skills, executive assista

Education
Saint Mary's College of California   2003 — 2005
Bachelor of Arts, Business Management

laurent saltiel laurent saltiel New York, New York Details
laurent saltiel's RS Investments Experience July 2000 - August 2002
Job Chief Investment Officer Emerging Markets Growth & International Growth Equities at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein  October 2014 - Present
AllianceBernstein  June 2010 - September 2014
Janus Capital Group  March 2006 - May 2010
Janus Capital Group  September 2002 - March 2009
RS Investments   July 2000 - August 2002
Goldman Sachs  July 1999 - August 1999
Michelin  August 1996 - June 1998
Michelin  July 1993 - June 1995

Skills
Equities, Mutual Funds, Portfolio Management, Investments, Emerging Markets, Institutional, Equity Research, Asset Management, International Investment, Investment Management, Equity Valuation, Asset Managment, Alternative Investments, Hedge Funds, Strategy, Series 7, Private Equity, Institutional..., Asset Allocation, Valuation, Investment Advisory, ETFs, Capital Markets, Bonds, Financial Markets

Education
Harvard Business School   1998 — 2000
MBA

ESCP Europe   1987 — 1990

Lycee Prive Ste Genevieve   1986 — 1987
Preparatory school

Christian Joos Christian Joos San Francisco Bay Area Details
Christian Joos's RS Investments Experience March 2000 - March 2006
Job Hedge Fund Trader
Industry Investment Management
Experience
Passport Capital  March 2006 - March 2012
RS Investments   March 2000 - March 2006

Education
Santa Clara University   1987 — 1991
BS, Decision and Information Science

Bob Johnson, PhD, CFA, CAIA Bob Johnson, PhD, CFA, CAIA Bryn Mawr, Pennsylvania Details
Bob Johnson, PhD, CFA, CAIA's RS Investments Experience May 2012 - Present
Job President and CEO at The American College
Industry Education Management
Experience
The American College  September 2014 - Present
RS Investments   May 2012 - Present
Creighton University  July 2012 - September 2014
CFA Institute  September 1996 - October 2011
Creighton University  August 1985 - August 1996
University of Nebraska-Lincoln  1983 - 1989

Skills
Investments, Portfolio Management, Asset Managment, Valuation, IPO, Asset Allocation, Higher Education, Public Speaking, Leadership, Non-profit..., Financial Statement..., private wealth, academic research, Investment Management, Equities, Investment Strategies, Research, Wealth, Monetary Policy, Financial Markets, Non-profits, Capital Markets, Financial Modeling, Quantitative Analytics, Financial Analysis, Fixed Income, Economics, Asset Management, Private Equity, Risk Management, Alternative Investments, Strategic Financial..., Securities, Nonprofits, Derivatives, Hedge Funds, Finance, Mutual Funds, Corporate Finance, Bloomberg, Equity Research, Equity Valuation, Trading, Options, Wealth Management, Investment Advisory, Investment Banking, Series 7, Venture Capital, Bonds

Education
Center for Creative Leadership   2008 — 2008
Leadership at the Peak, Organizational Leadership

University of Nebraska-Lincoln   1983 — 1989
Ph.D., Finance

Creighton University   1982 — 1984
MBA, Finance

University of Nebraska at Omaha   1976 — 1980
BSBA, Finance

Omaha Central High School   1972 — 1976
High School

Michael Samson Michael Samson San Francisco Bay Area Details
Michael Samson's RS Investments Experience January 2000 - December 2004
Job Manager WS Investments
Industry Venture Capital & Private Equity
Experience
Wilson Sonsini Goodrich and Rosati  October 2011 - Present
Thomas Weisel Partners  September 2008 - October 2011
Mourant Fund Services   March 2007 - August 2008
HSBC Alternative Fund Services  January 2005 - March 2007
RS Investments   January 2000 - December 2004

Skills
Equities, Valuation, Hedge Funds, Alternative Investments, Bloomberg, Private Equity, Investment Banking, Capital Markets, Equity Research, Due Diligence, Financial Modeling

Education
Ateneo de Manila University

De La Salle University

DePaul University

Sam Ronlund Sam Ronlund Greater Minneapolis-St. Paul Area Details
Sam Ronlund's RS Investments Experience April 2015 - Present
Job Regional Vice President RS Investments
Industry Investment Management
Experience
RS Investments   April 2015 - Present
Calamos Investments  2010 - 2015
Invesco  2007 - 2010
ADP  2004 - 2006
Charles Schwab  1997 - 2003

Skills
Financial Advisory, Fixed Income, Hedge Funds, Separately Managed..., IRAs, Insurance, Portfolio Management, Defined Benefit, Securities, FINRA, Equities, Capital Markets, Defined Contribution, Investment Strategies, Financial Services, Relationship Management, New Business Development, Sales Management, Trading, Bonds

Education
Hamline University   1994 — 1996
Bachelor of Arts (B.A.), Business Management

Jean Timken Jean Timken San Francisco Bay Area Details
Jean Timken's RS Investments Experience January 2004 - Present
Job Senior Trader at RS Investments
Industry Financial Services
Experience
RS Investments   January 2004 - Present
West Highland Capital, Inc.   January 1995 - 2004
Pacific Equity Mgmt   January 1990 - January 1994
Hambrect and Quist   September 1980 - May 1989

Skills
Hedge Funds, Equities, Bloomberg, Securities, Fixed Income, Trading, Equity Research, ETFs, Series 63, Series 7, Alternative Investments

Education
San Diego State University-California State University   1976 — 1980

Douglas Keagle Douglas Keagle Washington D.C. Metro Area Details
Douglas Keagle's RS Investments Experience January 2015 - Present
Job Regional Vice President at RS Investments
Industry Financial Services
Experience
RS Investments   January 2015 - Present
RS Investments   June 2010 - December 2014
Guardian Life Insurance  February 2010 - May 2010
The Hartford  October 2007 - January 2009
PLANCO  July 2006 - September 2007

Skills
Mutual Funds, Series 63, Series 6, Fixed Annuities, Series 7, Retirement Planning, 401k, Separately Managed..., Retirement, ETFs, Variable Annuities, Investments, Series 65, FINRA, Uniform Combined State..., Asset Allocation, Financial Advisory

Education
Saint Joseph's University   2002 — 2006
Bachelor of Science (B.S.), International Business

Saint Joseph's University - Erivan K. Haub School of Business   2002 — 2006
B.S., International Business

Chip Tuders Chip Tuders San Francisco Bay Area Details
Chip Tuders's RS Investments Experience September 2004 - July 2007
Job Retired, Securities Lending ,Vice President, Roberston Stephens
Industry Financial Services
Experience
Retired and loving it  April 2010 - April 2010
RS Investments   September 2004 - July 2007

Skills
Securities Lending, Financial Markets, Equities, Prime Brokerage, Asset Management, Securities, Trading, Capital Markets, Fixed Income, ETFs, Trading Systems, Equity Derivatives, Electronic Trading, Series 7, Series 63, Bloomberg, Equity Trading

Education
Queensborough Community College

Andrew Colantonio Andrew Colantonio Greater Boston Area Details
Andrew Colantonio's RS Investments Experience March 2014 - Present
Job RS Investments
Industry Financial Services
Experience
RS Investments   March 2014 - Present
BlackRock  October 2012 - March 2014
BlackRock  December 2009 - December 2012
Barclays Global Investors  June 2006 - December 2009
MFS Investment Management  September 2001 - June 2006

Skills
Alternative Investments, Hedge Funds, Pensions, Investment Management, Fixed Income, Equities, Defined Benefit, Defined Contribution, Foundations, Endowments, Investments, Pension Funds, ETFs, Asset Allocation, Asset Management, Business Development, Capital Markets, Derivatives, Investment Strategies, Portfolio Management, Series 7

Education
Boston College - Wallace E. Carroll Graduate School of Management   2003 — 2005
MBA

Villanova University   1995 — 1999

Clint Wall Clint Wall Greater Denver Area Details
Clint Wall's RS Investments Experience February 1999 - July 2002
Job Marketing/ Operations Professional
Industry Sporting Goods
Experience
Pearl Izumi  October 2009 - Present
Pearl Izumi  January 2009 - October 2009
Outdoor Industry Association  August 2005 - April 2008
RS Investments   February 1999 - July 2002
T. ROWE PRICE AND ASSOCIATES   October 1995 - October 1998

Education
APICS (Association of Operations Management)   2008 — 2009
Certificate in Production and Inventory Management

UCLA Anderson School of Management   2003 — 2005
MBA, Marketing/ International Management

Andrew McKay Andrew McKay Greater Denver Area Details
Andrew McKay's RS Investments Experience February 2008 - May 2013
Job Regional Director Business Development at LPL Financial
Industry Financial Services
Experience
LPL Financial  May 2013 - Present
RS Investments   February 2008 - May 2013
Old Mutual Capital  October 2004 - October 2007
Transamerica Capital  2000 - 2004

Skills
Mutual Funds, Complex Sales, Investments, Wholesaling, Series 7, Wholesale, Series 63, Hedge Funds, Series 6, Alternative Investments, Fixed Annuities, Retirement Planning, 401k

Education
The University of New Mexico   2003 — 2006
BA, Economics; German

California State University-San Bernardino   1992 — 1993
Business

University of Maryland- Munich Campus   1990 — 1991
Associates of Arts, General Studies

Andrew Goodhand Andrew Goodhand San Francisco Bay Area Details
Andrew Goodhand's RS Investments Experience March 2015 - Present
Job Regional Vice President at RS Investments
Industry Investment Management
Experience
RS Investments   March 2015 - Present
ISI Group  August 2011 - March 2015
Citi  November 2009 - August 2011
Liberty Group LLC  April 2009 - November 2009
Rutberg & Company  August 2008 - January 2009

Skills
Private Equity, Start-ups, Investments, Equity Research, Investment Banking, Series 7, Equities

Education
Bucknell University   2004 — 2008
Bachelor, Economics

Bill Wolfenden Bill Wolfenden San Francisco Bay Area Details
Bill Wolfenden's RS Investments Experience 2000 - 2009
Job Cottonwood Investments
Industry Investment Management
Experience
Cottonwood Investments   August 2009 - Present
RS Investments   2000 - 2009
RCM Capital   1994 - 2000

Education
Vanderbilt University   1992 — 1994
MBA, Finanace and Accounting

Southern Methodist University   1984 — 1988
BA, Economics

Sean Stoltenberg Sean Stoltenberg San Francisco Bay Area Details
Sean Stoltenberg's RS Investments Experience October 2013 - October 2014
Job
Industry Investment Management
Experience
RS Investments   October 2013 - October 2014
RS Investments   March 2012 - October 2013
Cisco Systems  June 2010 - March 2012
Cisco Systems  March 2009 - June 2010
RS Investments   April 2005 - August 2008

Education
Santa Clara University - Leavey School of Business   2009 — 2012
MBA

Santa Clara University   2000 — 2004
BS

Jay Schilling, CFA Jay Schilling, CFA San Francisco, California Details
Jay Schilling, CFA's RS Investments Experience October 2012 - September 2014
Job VP National Advisory Sales at American Beacon Advisors
Industry Investment Management
Experience
American Beacon Advisors  September 2014 - Present
RS Investments   October 2012 - September 2014
RS Investments   March 2010 - October 2012
Lockwood Advisors, Inc, Bank of New York Mellon   June 2008 - March 2010

Skills
Asset Management, Investments, Investment Management, Investment Strategies, Mutual Funds, Series 7, Asset Allocation, Alternative Investments, Equities, Chartered Financial..., Fixed Income, Series 63, Investment Advisory, Wealth Management

Education
State University of New York College at Oswego

Charles Fagan Jr Charles Fagan Jr Greater Philadelphia Area Details
Charles Fagan Jr's RS Investments Experience April 2009 - April 2010
Job Investment Management Consultant at BlackRock
Industry Financial Services
Experience
BlackRock  October 2014 - Present
BlackRock  July 2010 - Present
RS Investments   April 2009 - April 2010
National Attorney Search   September 2004 - December 2008

Skills
Mutual Funds, Alternative Investments, Asset Allocation, Investment Strategies, Investments, ETFs, Wealth Management, Asset Managment, Series 6, Retirement Planning, Securities, Equities, Strategic Financial..., 401k, Separately Managed..., Fixed Income, Series 7, Series 63, Hedge Funds, Closed-end Funds, Fund Of Funds, Long/Short Equity, Sales Presentations, Long/Short Fixed Income, Municipal Bonds, RIAs, High Net Worth..., private wealth advisors, Capital Markets, Economics, Fiscal Policy, Asset Management

Education
Penn State University   1999 — 2003
B.A., Economics

St. Joe's Prep   1995 — 1999

Paul Habib Paul Habib Greater New York City Area Details
Paul Habib's RS Investments Experience May 2009 - May 2012
Job Sales Executive at Vanguard
Industry Investment Management
Experience
Vanguard  May 2012 - Present
RS Investments   May 2009 - May 2012
Hartford Investment Management  2006 - May 2009
MacKay Shields  1997 - 2005
New York Life Investment Management  1992 - 1997

Skills
Investments, Asset Allocation, Mutual Funds, Investment Strategies, Fixed Income, Financial Markets, Sales, Asset Managment, Equities, Portfolio Management, ETFs, Finance, Asset Management, Relationship Management, Series 63, Financial Advisory, Alternative Investments, Investment Banking, Series 7, Investment Management, 401k, Wealth Management, Securities, Investment Advisory, FINRA, Series 6, Separately Managed..., Hedge Funds

Education
Rider University   1986 — 1990
Marketing/Finance

Margaret Landis, IACCP® Margaret Landis, IACCP® Raleigh, North Carolina Details
Margaret Landis, IACCP®'s RS Investments Experience September 2010 - December 2012
Job Senior Compliance Manager at CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST Financial Advisors  September 2013 - Present
RS Investments   September 2010 - December 2012
Oak Value Fund   May 1995 - September 2010
Oak Value Capital Management, Inc.   July 1991 - September 2010
Central Carolina Bank & Trust Co.   August 1987 - July 1991
Corinthian Capital Company   April 1985 - January 1987

Education
Boston University Questrom School of Business   1976 — 1980
BS BA, Business, Marketing

Maria Freund Maria Freund Des Moines, Iowa Area Details
Maria Freund's RS Investments Experience November 2012 - Present
Job Emerging Markets Analyst at RS Investments
Industry Investment Management
Experience
RS Investments   November 2012 - Present
Principal Global Investors  July 2003 - November 2012

Education
University of Iowa - Henry B. Tippie College of Business   2006 — 2008
MBA

Loras College   1999 — 2003
BBA, Double major in Finance and International Business. Minor in Math

Joy Budzinski Joy Budzinski Greater New York City Area Details
Joy Budzinski's RS Investments Experience August 2006 - April 2009
Job Principal at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds  May 2009 - Present
RS Investments   August 2006 - April 2009
The Bank of New York  December 2001 - August 2006
Allianz of America  March 1999 - December 2001

Education
Fairleigh Dickinson University   1993 — 1995
MBA, Finance

Rider University   1986 — 1990
BS, Finance

Glen Wong Glen Wong San Francisco Bay Area Details
Glen Wong's RS Investments Experience July 2009 - Present
Job Controller at RS Investments
Industry Investment Management
Experience
RS Investments   July 2009 - Present
Wells Fargo Funds  April 2009 - June 2009
Barclays Global Investors  August 2006 - March 2009
RCM CAPITAL MANAGEMENT LLC   June 1999 - July 2006
FREMONT MUTUAL FUNDS, INC   June 1996 - June 1999
THE PERMANENTE MEDICAL GROUP, INC  July 1995 - June 1996
FRANKLIN RESOURCES, INC  September 1990 - July 1995

Skills
Asset Managment, Hedge Funds, Mutual Funds, Investments, Financial Analysis, Alternative Investments, Fund Accounting, Financial Reporting, Investment Banking, Accounting, Budgets, Equities, Fund Administration, Financial Markets, Auditing, Financial Services, Venture Capital, Finance, Internal Controls, Corporate Finance, Due Diligence, Fixed Income, Asset Management, Valuation

Education
San Francisco State University, College of Business
Bachelor of Science

Kelsy Phinney Kelsy Phinney Charlotte, North Carolina Area Details
Kelsy Phinney's RS Investments Experience August 2006 - December 2014
Job Mutual Fund Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments  December 2014 - Present
RS Investments   August 2006 - December 2014
Merrill Lynch Investment Managers  June 2004 - August 2006

Skills
Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, 401k, Investments, Wealth Management, ETFs, Insurance, Asset Management, Asset Managment, LinkedIn Training

Education
Saint Anselm College   2000 — 2004
BA, Finance & Economics

Charles Heard Charles Heard San Francisco Bay Area Details
Charles Heard's RS Investments Experience July 1997 - June 1998
Job Real Estate Acquisitions & Development Consultant
Industry Real Estate
Experience
Evolution Housing   June 2006 - April 2009
Lennar  December 2001 - May 2006
MacFarlane Partners  March 2000 - November 2001
GE Capital Investment Advisors   July 1998 - March 2000
RS Investments   July 1997 - June 1998
Legacy Partners  1996 - 1997
Trammell Crow Residential  1996 - 1996
Trinity Management Services, Inc   1989 - 1995

Skills
Due Diligence, Mergers & Acquisitions, Valuation, Financial Analysis, Finance, Budgets, Start-ups, Acquisitions, Business Planning, Management, Forecasting, Cash Flow, Project Planning, Real Estate Development, Real Estate Economics, Distressed Assets /..., Environmental /..., Property Management, Portfolio Management, Real Estate Transactions, Information Systems, Database Administration, Asset Management, Market Research, Appraisals, Public Finance, Real Estate Contracts, Deal Structures (JVs &..., Adapative Reuse, Mixed-use

Education
Golden Gate University   1991 — 1994
BS, Finance

University of California, Berkeley   1989 — 1991

San Francisco University High School

Christine Baez Christine Baez San Francisco Bay Area Details
Christine Baez's RS Investments Experience July 2009 - June 2011
Job Executive Assistant at YapStone
Industry Information Technology and Services
Experience
YapStone  May 2015 - Present
Workday  November 2014 - May 2015
Blackhawk Network  June 2011 - October 2014
RS Investments   July 2009 - June 2011
HBP LLP   August 2003 - July 2009
Howard S. Wright Construction  September 2001 - July 2003
Webcor Builders  April 2000 - September 2001

Skills
Office Management, Administrative..., Event Planning, Office Administration, Management, Outlook, Microsoft Excel, Microsoft Office, PowerPoint, Onboarding, Customer Service, Microsoft Word, Spreadsheets, Data Entry, SharePoint, Travel Management, Heavy Calendaring, Investor Relations, Scheduling Management, Preparation Of Reports, Expense Management, Cross-functional Team..., Travel Arrangements, Administrative...

Education
Chabot College
Liberal Arts and Sciences, General Studies and Humanities

Jay Verish Jay Verish Greater Philadelphia Area Details
Jay Verish's RS Investments Experience July 2013 - March 2015
Job Sales Training Analyst at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   March 2015 - Present
RS Investments   July 2013 - March 2015
Pacer Financial  January 2010 - July 2013
PLANCO/The Hartford  August 1995 - July 2009

Skills
Series 63, Life Insurance, Mutual Funds, Insurance, Fixed Annuities, Fixed Income, Asset Management, Investments, Asset Allocation, Financial Advisory, 401k, Retirement Planning, Series 6, Series 26, Variable Annuities, ETFs, ETN's, Separately Managed..., Retirement

Education
Shippensburg University of Pennsylvania   1990 — 1994
BA, Communications

Phoenixville High School

Jeffrey Egan Jeffrey Egan Greater Chicago Area Details
Jeffrey Egan's RS Investments Experience 2014 - Present
Job Director Institutional Business Development at RS Investments
Industry Investment Management
Experience
RS Investments   2014 - Present
HSBC  2007 - 2014
Bank of Montreal  2004 - 2007
Charles Schwab Institutional  2002 - 2004
Chase Global Asset Management (JPMorgan Chase)   1996 - 2002
Kidder Peabody/ Paine Webber Inc.   1990 - 1995

Skills
Mutual Funds, Emerging Ma, Institutional Research, Product Development, Fixed Income Products, Sales Management, Asset Management, Global Strategy, Sales Presentations, Asset Managment, Banking, Fixed Income, Hedge Funds, Institutional..., Investments, Trading, Investment Management, Equities

Education
Northwestern University   2005 — 2006
Certified Financial Planning Program

George Mason University
Bachelor of Arts (BA), Economics/English

Phil Eichinger Phil Eichinger San Francisco, California Details
Phil Eichinger's RS Investments Experience November 2008 - Present
Job Head of Distribution, RS Investments
Industry Financial Services
Experience
RS Investments   November 2008 - Present
The Hartford Mutual Funds  July 1988 - August 2008

Skills
Series 63, Series 7, Mutual Funds, Series 6, Fixed Annuities, Retirement Planning, Series 24, Retirement, Separately Managed..., Wealth Management, Investments, Life Insurance, FINRA, Variable Annuities, Asset Allocation, Insurance, ETFs, 401k, Alternative Investments

Education
Fordham University   1984 — 1988
BA, Economics/ Finance

Kase Kinney Kase Kinney Philadelphia, Pennsylvania Details
Kase Kinney's RS Investments Experience July 2013 - January 2015
Job RIA Sales Representative / Analyst at Context Asset Management
Industry Financial Services
Experience
Context Asset Management   January 2015 - Present
RS Investments   July 2013 - January 2015
Chautauqua Region Community Foundation   July 2011 - July 2013

Skills
Non-profits, Press Releases, Public Relations, Media Relations, Event Planning

Education
State University of New York College at Oswego   2004 — 2008
Broadcasting and Mass Communications

Michael Reynal Michael Reynal Des Moines, Iowa Area Details
Michael Reynal's RS Investments Experience November 2012 - Present
Job Portfolio Manager at RS Investments
Industry Investment Management
Experience
RS Investments   November 2012 - Present

Skills
Asset Management, Valuation, Investments, Equities, Capital Markets, Financial Modeling

Education
The Tuck School of Business at Dartmouth   1997 — 1999
MBA, Business Administration

Hudson Walker Hudson Walker Los Angeles, California Details
Hudson Walker's RS Investments Experience August 2009 - August 2012
Job Director at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management  July 2014 - Present
Lord, Abbett & Co. LLC   July 2012 - July 2014
RS Investments   August 2009 - August 2012
The Hartford  March 2006 - July 2009
The Hartford  April 2005 - February 2006

Skills
Asset Management, Wealth Management, Asset Allocation, Alternative Investments, Retirement Planning, Investment Strategies, Separately Managed..., Portfolio Management, Securities, Investment Advisory, Equities, Series 6, Series 7, Series 63, Series 65

Education
James Madison University   1999 — 2003
Bachelor of Business Administration (BBA), Marketing

Sharron Zhao Sharron Zhao San Francisco Bay Area Details
Sharron Zhao's RS Investments Experience 1997 - 2000
Job Vice President, Fund Accounting Manager
Industry Financial Services
Experience
Conifer Financial Services  2014 - Present
Osterweis Capital Management  2000 - 2013
RS Investments   1997 - 2000
Legg Mason  1996 - 1997

Skills
Hedge Funds, Equities, Fund Accounting, Fund Administration, Financial Reporting, Accounting, Bloomberg, Mutual Funds, Financial Analysis, Investment Operations, Reconciliations, Fixed Income, Internal Controls, Alternative Investments, Reconciliation, Asset Management, Valuation, Financial Accounting, Venture Capital

Education
La Salle University
Master of Business Administration (MBA)

Shanghai University of Finance and Economics

Ted Wozniak, CFA Ted Wozniak, CFA Wayne, Pennsylvania Details
Ted Wozniak, CFA's RS Investments Experience January 2009 - Present
Job Investment Director at RS Investments
Industry Financial Services
Experience
RS Investments   January 2009 - Present
PLANCO/Hartford Mutual Funds   June 2004 - December 2008
Lockwood Financial  April 2000 - June 2004

Skills
Charter Financial..., Investments, Investment Management, Mutual Funds, Asset Allocation, Alternative Investments, Asset Management, Equities, Investment Strategies

Education
King's College   1992 — 1996
Bachelor of Science, Finance

Tom Waldron Tom Waldron Greater Boston Area Details
Tom Waldron's RS Investments Experience December 2007 - June 2013
Job Regional Vice President at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners  May 2014 - Present
ATEL Securities Corporation  July 2013 - May 2014
RS Investments   December 2007 - June 2013
Columbia Management  November 2001 - December 2007
Columbia Management  February 1999 - November 2001
Putnam Investments  November 1995 - January 1999

Skills
Mutual Funds, Alternative Investments, Series 7, Investments, Asset Management, Series 63, Wealth Management, Asset Allocation, Portfolio Management, Securities, Fixed Income, Equities

Education
University College Dublin   1993 — 1994
Graduate Diploma in Business Studies, 2:1

St. Patrick's College, Maynooth   1989 — 1993
BA Double Honors, History/Sociology, 2:1

St Gerald's College (High School)   1983 — 1989
Leaving Certificate

Rob Crimmins Rob Crimmins Greater New York City Area Details
Rob Crimmins's RS Investments Experience January 2004 - Present
Job CoPM at RS Investments
Industry Financial Services
Experience
RS Investments   January 2004 - Present
The Guardian Life Insurance Company of America  December 1996 - Present

Skills
Fixed Income, Hedge Funds, Management, Series 7, Portfolio Management, Investments, Securities, Equities, Bloomberg, Mutual Funds, Asset Allocation, Bonds, Capital Markets, Derivatives, Alternative Investments

Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General

St. John's University
Bachelor of Arts (B.A.), Finance, General

Danyelle Hill Danyelle Hill San Francisco Bay Area Details
Danyelle Hill's RS Investments Experience February 2014 - Present
Job Portfolio Assistant
Industry Investment Banking
Experience
RS Investments   February 2014 - Present
Lazard Capital Markets  October 2007 - January 2014
The Affinity Group, Inc.   December 2003 - October 2007
Young’s Market Company  October 2000 - December 2003

Skills
Equity Research, Equities, Fixed Income, Capital Markets, Bloomberg, Investment Banking, Hedge Funds, Financial Modeling, Private Equity, Valuation

Education
California State University-Sacramento   1998 — 2000
Bachelor of Science (BS), Parks, Recreation and Leisure Studies

Rowena Itchon Rowena Itchon San Francisco Bay Area Details
Rowena Itchon's RS Investments Experience 2001 - 2002
Job Vice President, Marketing at Pacific Research Institute
Industry Higher Education
Experience
Pacific Research Institute  Senior EditorRegnery Publishing2004 - 2005
Eagle Publishing  2004 - 2005
RS Investments   2001 - 2002
T. Rowe Price  1993 - 2001
U.S. Securities and Exchange Commission   1992 - 1993
Office of the Governor of California  1991 - 1992
White House Office of Presidential Speechwriting   1985 - 1989

Education
The George Washington University
Master of Business Administration (MBA), International Business

University of Southern California
Bachelor of Arts (B.A.), International Relations and Economics

Inga Rachwald Inga Rachwald San Francisco Bay Area Details
Inga Rachwald's RS Investments Experience 2009 - Present
Job Senior Product Manager at RS Investments
Industry Investment Management
Experience
RS Investments   2009 - Present

Skills
Equities, Mutual Funds, Investment Management, Product Marketing, Product Management, Sales, White Papers, Alternative Investments, Product Strategy, Consultant Relations, Product Development, Equity Research, Asset Allocation

Education
Duke University - The Fuqua School of Business   2007 — 2009
MBA, Finance

University of California, Berkeley   1995 — 1999
Bachelors, Political Science

Shawn Eric Williams Shawn Eric Williams Greater St. Louis Area Details
Shawn Eric Williams's RS Investments Experience July 2014 - June 2015
Job Merrill Lynch Private Banking and Investment Group
Industry Financial Services
Experience
Merrill Lynch  June 2015 - Present
RS Investments   July 2014 - June 2015
Marine Fighter Attack Squadron 323, F/A-18C   June 2013 - June 2014
Marine Fighter Attack Squadron 323, F/A-18C   October 2012 - June 2013
Marine Fighter Attack Training Squadron 101, F/A-18A-D   June 2011 - October 2012
26th Marine Expeditionary Unit  June 2009 - June 2011
58th Fighter Squadron, USAF F-15C   April 2006 - June 2009
Marine Fighter Attack Squadron 312, F/A-18A+   May 2002 - April 2006
U.S. Marine Corps   May 1998 - July 2002

Skills
Weapons, Operational Planning, Tactics, Leadership, Defense, Security Clearance, Strategic Planning, Flights, Air Force, DoD, Military Operations, Tactical Planning, Management, Project Management, National Security, Aircraft, Military Experience, Command, Marines, Dedicated Professional, Joint Military..., Tactical Operations, Aircraft Maintenance, Force Protection, Perseverance, Coalition Planning, Coalition Military..., Joint Planning, Instructor Certified, Computers, Microsoft Office, Finance, Chemistry, Counterterrorism, Cross Functional Team..., Leadership Development, Military Aviation, Program Management, Public Speaking, Team Building, Team Leadership

Education
Indiana University - Kelley School of Business
MBA, Business Administration and Management, General

Indiana University - Kelley School of Business   2011 — 2015
Master of Science (MS) Candidate, Finance, General

US Naval Academy
B.S., Chemistry

Dan Lang Dan Lang San Francisco Bay Area Details
Dan Lang's RS Investments Experience September 2009 - Present
Job CoPortfolio Manager and Analyst at RS Investments
Industry Investment Management
Experience
RS Investments   September 2009 - Present
Farallon Capital Management  2003 - 2009
Brilleon Capital   2001 - 2003
UCSF  1997 - 2001

Education
Cornell University
BA and MD

Joan & Sanford I. Weill Medical College of Cornell University
Doctor of Medicine (M.D.)

John Gennovario John Gennovario Greater Los Angeles Area Details
John Gennovario's RS Investments Experience 2007 - 2009
Job Mutual Fund Industry Professional Seeking Opportunities
Industry Investment Management
Experience
Forward Management  2010 - March 2013
RS Investments   2007 - 2009
Independent Management Consulting Professional  2006 - 2006
PFPC Inc.  2005 - 2005
Franklin Templeton Investments  2005 - 2005
Management Consultant  2003 - 2004
Deutsche Asset & Wealth Management (formerly Scudder, Stevens & Clark)   2000 - 2002
Deutsche Asset & Wealth Management (formerly Scudder, Stevens & Clark)   1988 - 1998
PricewaterhouseCoopers  1982 - 1985

Skills
Investments, Equities, Hedge Funds, Fund Accounting, Management, Mutual Funds, Accounting, Securities, Auditing, Fund Of Funds, Corporate Actions

Education
Rutgers University-New Brunswick   1978 — 1982
B.A. Business Administration, Accounting

Monterey Institute of International Studies   1986 — 1987

Dennis Bushe Dennis Bushe New York, New York Details
Dennis Bushe's RS Investments Experience 2011 - Present
Job Trustee, RS Funds
Industry Investment Management
Experience
RS Investments   2011 - Present
American Society of Mechanical Engineers  September 2011 - Present
United Church Funds, United Church of Christ   April 2012 - Present
Prudential Financial  1995 - 2010
Prudential Mutual Funds   1991 - 1995
Gifford Fong Associates  1987 - 1991

Skills
Fixed Income, Portfolio Management, Investments, Pensions, Fixed Income Analysis, Financial Modeling, Investment Risk..., Asset Management, Financial Risk

Education
New York University   1975 — 1981
Doctor of Philosophy (Ph.D.), Economics

New York University   1970 — 1972
Master of Urban Planning, Urban Planning

University of Massachusetts, Amherst   1961 — 1965
BSCE, Civil Engineering

Shelly Tam Shelly Tam San Francisco, California Details
Shelly Tam's RS Investments Experience 2004 - Present
Job RS Investments
Industry Financial Services
Experience
RS Investments   2004 - Present
Thomas Weisel Partners  2003 - 2004
Robertson Stephens  1999 - 2003
Novogradac & Company LLP  1996 - 1999

Skills
Accounting, Asset Management, Tax, Hedge Funds, Alternative Investments, Fund Accounting, Mutual Funds, Investments, Financial Reporting, Equities, Financial Modeling, Due Diligence, Financial Analysis, Valuation, Investment Management

Education
San Francisco State University
Bachelor's degree, Accounting

Christopher Bosma Christopher Bosma San Francisco Bay Area Details
Christopher Bosma's RS Investments Experience January 2014 - June 2015
Job Desktop Support Engineer
Industry Information Technology and Services
Experience
RS Investments   January 2014 - June 2015
Murphy, McKay & Associates   November 2013 - January 2014

Skills
Customer Service, Microsoft Office, Training, OS X, PowerPoint, Hands-on Training, Data Entry, Desktop Application..., Mac OS X, Windows 7, IT Asset Management, Workstations, Cabling, End User Training

Education
San Francisco State University   2008 — 2012
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies

Warren Kline Warren Kline Belmont, California Details
Warren Kline's RS Investments Experience November 2003 - September 2007
Job
Industry Investment Management
Experience
Passport Capital  September 2007 - March 2014
RS Investments   November 2003 - September 2007
Charles Schwab & Co.   July 1999 - November 2003
Franklin Templeton Investments  1996 - 1999

Skills
Investment Operations, Settlement Operations, Eze Castle, Omgeo Oasys, Advent Geneva, Front Arena, Bloomberg, Omgeo Alert, Investments

Education
Notre Dame de Namur University   2004 — 2006
Bachelor of Science (BS)

San Francisco State University   1988 — 1991

Rice Moody Rice Moody Conshohocken, Pennsylvania Details
Rice Moody's RS Investments Experience Regional Sales RepresentativeRS InvestmentsMay 2013 - Present
Job Regional Sales Representative at RS Investments
Industry Investment Management
Experience
RS Investments   Regional Sales RepresentativeRS InvestmentsMay 2013 - Present

Skills
Sales, Series 6, Series 7, Mutual Funds

Education
Furman University
Bachelor of Science (BS), Political Science and Government

Nidhi Ramani Nidhi Ramani Berwyn, Pennsylvania Details
Nidhi Ramani's RS Investments Experience April 2013 - March 2015
Job Internal Wholesaler at Forethought Financial Group, Inc.
Industry Investment Management
Experience
Forethought Financial Group, Inc.   March 2015 - Present
RS Investments   April 2013 - March 2015
The Hartford  July 2007 - March 2013

Skills
Series 63, Series 6

Education
Immaculata University
Finance and Financial Management Services

Millersville University of Pennsylvania

Amy Francisco Amy Francisco United States Details
Amy Francisco's RS Investments Experience May 2008 - June 2015
Job
Industry Investment Management
Experience
RS Investments   May 2008 - June 2015
Goldman Sachs  January 2005 - April 2008
Fremont Investment Advisors  July 2004 - January 2005
Wentworth Hauser and Violich  February 2003 - July 2004
Montgomery Asset Management  August 1998 - February 2003
NASD Regulation, Inc.   February 1992 - August 1998

Skills
Asset Management, Hedge Funds, Equities, Investments, Financial Analysis, Accounts Payable, Microsoft Excel, Bloomberg, Capital Markets, Mutual Funds, Microsoft Word, Management, Fixed Income, Finance

Education
City College of San Francisco
Associate's degree, Word Processing

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