RS Investments
Industry: Company
DescriptionHeadquarters: 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
RS Investments April 2010 - Present
Education
Sweet Briar College
Bachelor of Arts (B.A.), Art History and Religion
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Passport Capital March 2006 - March 2012
RS Investments March 2000 - March 2006
Education
Santa Clara University 1987 — 1991
BS, Decision and Information Science
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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