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
Employee
Years
Job
Industry
Frank Aguilar Frank Aguilar's RS Investments Experience 2013 - 2014
Job Corporate Marketing at ServiceSource
Industry Financial Services
Experience
ServiceSource 2014 - Present
RS Investments 2013 - 2014
Xero 2013 - 2013
Canopy Investment Advisors 2011 - 2012
J.P. Morgan 2010 - 2011
Urdang Capital Management 2009 - 2009
Capmark 2003 - 2009
Cunningham Harris Cline 2002 - 2002
McGreevey for Governor 2001 - 2001
IBM 1999 - 2001
Skills
Asset Management, Real Estate Economics, Loans, Finance, Asset Managment, Underwriting, Portfolio Management, Loan Origination, Commercial Mortgages, Structured Finance, Commercial Lending, Capital Markets, Management, Financial Analysis, Mutual Funds, Valuation, Brand Ambassadorship
Education
University of California, Santa Barbara
ServiceSource 2014 - Present
RS Investments 2013 - 2014
Xero 2013 - 2013
Canopy Investment Advisors 2011 - 2012
J.P. Morgan 2010 - 2011
Urdang Capital Management 2009 - 2009
Capmark 2003 - 2009
Cunningham Harris Cline 2002 - 2002
McGreevey for Governor 2001 - 2001
IBM 1999 - 2001
Skills
Asset Management, Real Estate Economics, Loans, Finance, Asset Managment, Underwriting, Portfolio Management, Loan Origination, Commercial Mortgages, Structured Finance, Commercial Lending, Capital Markets, Management, Financial Analysis, Mutual Funds, Valuation, Brand Ambassadorship
Education
University of California, Santa Barbara
Michael Antosy Michael Antosy's RS Investments Experience June 2009 - December 2013
Job Regional Vice President at Transamerica Capital, Inc.
Industry Financial Services
Experience
Transamerica January 2014 - Present
RS Investments June 2009 - December 2013
Education
University of Pittsburgh
Bachelor of Arts (BA), Economics
Transamerica January 2014 - Present
RS Investments June 2009 - December 2013
Education
University of Pittsburgh
Bachelor of Arts (BA), Economics
Bernardo Abecia Bernardo Abecia's RS Investments Experience March 2007 - November 2007
Job Portfolio Operations Analyst Consultant at Kaspick & Company
Industry Financial Services
Experience
Taproot Foundation November 2013 - Present
Kaspick & Company, member of TIAA-CREF group of companies September 2014 - October 2014
H&R Block December 2013 - April 2014
Investment Banking Institute September 2013 - October 2013
The Asia Foundation September 2010 - January 2011
Abecia Family December 2007 - September 2010
RS Investments March 2007 - November 2007
Wells Capital Management, Investment arm of Wells Fargo June 2005 - December 2006
Allianz Global Investors (formerly RCM Global Investors) January 2001 - May 2005
Consolidated Bank & Trust Company (Solidbank), Manila Philippines January 1995 - May 2000
Skills
Equities, Fixed Income, Financial Reporting, Financial Analysis, Corporate Finance, Budget Setting, Budget Monitoring, Budget Reconciliation, Financial Modeling, Account Reconciliation, Financial Accounting, Bloomberg, Accounting, Asset Management, Investments, Finance
Education
H&R Block Income Tax Course 2013 — 2013
Taxation Course Training, Taxation
Investment Banking Institute 2013 — 2013
Financial Modeling Training
University of California, Berkeley 2010 — 2012
Finance, Corporate Finance Specialization Certificate
Polytechnic University of the Philippines
Bachelor of Science (B.S.), Accounting
Taproot Foundation November 2013 - Present
Kaspick & Company, member of TIAA-CREF group of companies September 2014 - October 2014
H&R Block December 2013 - April 2014
Investment Banking Institute September 2013 - October 2013
The Asia Foundation September 2010 - January 2011
Abecia Family December 2007 - September 2010
RS Investments March 2007 - November 2007
Wells Capital Management, Investment arm of Wells Fargo June 2005 - December 2006
Allianz Global Investors (formerly RCM Global Investors) January 2001 - May 2005
Consolidated Bank & Trust Company (Solidbank), Manila Philippines January 1995 - May 2000
Skills
Equities, Fixed Income, Financial Reporting, Financial Analysis, Corporate Finance, Budget Setting, Budget Monitoring, Budget Reconciliation, Financial Modeling, Account Reconciliation, Financial Accounting, Bloomberg, Accounting, Asset Management, Investments, Finance
Education
H&R Block Income Tax Course 2013 — 2013
Taxation Course Training, Taxation
Investment Banking Institute 2013 — 2013
Financial Modeling Training
University of California, Berkeley 2010 — 2012
Finance, Corporate Finance Specialization Certificate
Polytechnic University of the Philippines
Bachelor of Science (B.S.), Accounting
Kuji Chahal Kuji Chahal's RS Investments Experience 1997 - 1999
Job Institutional SalesCapital Raiser/Client Service/Investment Consultant Relations & Board Advisor
Industry Investment Management
Experience
Fisher Investments August 2007 - October 2014
Fisher Investments 2003 - 2007
Fisher Investments 2001 - 2002
Bank of America 1999 - 2000
RS Investments 1997 - 1999
Skills
Portfolio Management, Investments, Asset Management, Alternative Investments, Asset Allocation, Investment Management, Equities, Banking, Capital Markets, Financial Analysis, Connecting People, Fundraising, Business Development, Foundations, Growth Strategies, Board Development, Institutional..., Relationship Management, Entrepreneurship, Due Diligence, Investment Strategies, Investment Advisory, Hospitality, Philanthropy, Pension Funds, Capital Raising, Series 65 License, Building Relationships, Board of Directors, Investors, Venture Capital, Angel Investing, Venture Financing, Social Networking, New Business Development, Wealth Management, Start-up Ventures, Nightlife, Nightclub, Start-ups, Series 65, High Net Worth..., Financial Markets, Sales, Social Promotion, Contract Negotiation, Strategic Planning, Business Strategy, Emerging Markets, Social Media
Education
North Georgia College and State University
Bachelor's degree, Business Administration & Finance
Fisher Investments August 2007 - October 2014
Fisher Investments 2003 - 2007
Fisher Investments 2001 - 2002
Bank of America 1999 - 2000
RS Investments 1997 - 1999
Skills
Portfolio Management, Investments, Asset Management, Alternative Investments, Asset Allocation, Investment Management, Equities, Banking, Capital Markets, Financial Analysis, Connecting People, Fundraising, Business Development, Foundations, Growth Strategies, Board Development, Institutional..., Relationship Management, Entrepreneurship, Due Diligence, Investment Strategies, Investment Advisory, Hospitality, Philanthropy, Pension Funds, Capital Raising, Series 65 License, Building Relationships, Board of Directors, Investors, Venture Capital, Angel Investing, Venture Financing, Social Networking, New Business Development, Wealth Management, Start-up Ventures, Nightlife, Nightclub, Start-ups, Series 65, High Net Worth..., Financial Markets, Sales, Social Promotion, Contract Negotiation, Strategic Planning, Business Strategy, Emerging Markets, Social Media
Education
North Georgia College and State University
Bachelor's degree, Business Administration & Finance
Conner Elliott Conner Elliott's RS Investments Experience December 2012 - January 2013
Job Sales Leadership Associate at The CocaCola Company
Industry Food & Beverages
Experience
The Coca-Cola Company May 2013 - Present
RS Investments December 2012 - January 2013
Seattle Mariners June 2011 - September 2012
Phi Delta Theta Fraternity May 2010 - May 2012
Data Collective January 2012 - February 2012
Newport Gulls June 2010 - August 2010
Caletti Jungsten Construction June 2008 - August 2008
Education
University of Puget Sound 2009 — 2013
Bachelor's Degree, Business Leadership
Instituto de Desarrollo Económico y Social 2012 — 2012
Bachelor's Degree, Economics, Politics, Spanish; Liberal Arts
The Coca-Cola Company May 2013 - Present
RS Investments December 2012 - January 2013
Seattle Mariners June 2011 - September 2012
Phi Delta Theta Fraternity May 2010 - May 2012
Data Collective January 2012 - February 2012
Newport Gulls June 2010 - August 2010
Caletti Jungsten Construction June 2008 - August 2008
Education
University of Puget Sound 2009 — 2013
Bachelor's Degree, Business Leadership
Instituto de Desarrollo Económico y Social 2012 — 2012
Bachelor's Degree, Economics, Politics, Spanish; Liberal Arts
Joshua Blacker Joshua Blacker's RS Investments Experience August 2004 - April 2005
Job Account Manager at Chiltern
Industry Biotechnology
Experience
Chiltern September 2015 - Present
Theorem Clinical Research (acquired by Chiltern) June 2015 - September 2015
Goldline, LLC April 2011 - April 2015
Goldline, LLC December 2009 - April 2011
Payden & Rygel July 2006 - July 2008
Assent, LLC May 2005 - July 2006
RS Investments August 2004 - April 2005
Education
University of San Francisco
Bachelor's Degree, Business Administration: Finance
Chiltern September 2015 - Present
Theorem Clinical Research (acquired by Chiltern) June 2015 - September 2015
Goldline, LLC April 2011 - April 2015
Goldline, LLC December 2009 - April 2011
Payden & Rygel July 2006 - July 2008
Assent, LLC May 2005 - July 2006
RS Investments August 2004 - April 2005
Education
University of San Francisco
Bachelor's Degree, Business Administration: Finance
Carlie Factor Carlie Factor's RS Investments Experience 2010 - 2012
Job RelateIQ
Industry Human Resources
Experience
RelateIQ January 2015 - Present
Greylock Partners 2012 - Present
RelateIQ 2014 - 2015
RS Investments 2010 - 2012
Warburg Pincus September 2009 - 2010
Skills
Leadership, Management, Customer Service, Microsoft Excel, PowerPoint, Outlook, Research, Marketing, Social Media, Start-ups, Databases, Salesforce.com, Event Planning, Event Management, Private Equity, Recruiting, Social Media Marketing, Social Networking
Education
University of San Francisco 2006 — 2009
B.A, Communication
RelateIQ January 2015 - Present
Greylock Partners 2012 - Present
RelateIQ 2014 - 2015
RS Investments 2010 - 2012
Warburg Pincus September 2009 - 2010
Skills
Leadership, Management, Customer Service, Microsoft Excel, PowerPoint, Outlook, Research, Marketing, Social Media, Start-ups, Databases, Salesforce.com, Event Planning, Event Management, Private Equity, Recruiting, Social Media Marketing, Social Networking
Education
University of San Francisco 2006 — 2009
B.A, Communication
Camille Clay Camille Clay's RS Investments Experience September 2013 - Present
Job Compliance Officer at RS Investments
Industry Financial Services
Experience
RS Investments September 2013 - Present
Financial Industry Regulatory Authority (FINRA) June 2010 - September 2013
New York Stock Exchange June 2008 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Editing, Options, Trading, FINRA, Securities Regulation, Equities, Financial Markets, Analysis, Securities, Investments, Risk Management, Derivatives, Compliance, Regulatory Requirements, Market Risk, Regulatory Examinations, Series 7, Variable Annuities, Disclosure Statements, Deposition, Sell Side, Proprietary Trading, Capital Markets, Market Making, Series 24, Equity Trading, Hedge Funds, Asset Management
Education
Mesa State College (Colorado Mesa University)
Bachelor of Arts (B.A.)
University of Colorado Boulder
RS Investments September 2013 - Present
Financial Industry Regulatory Authority (FINRA) June 2010 - September 2013
New York Stock Exchange June 2008 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Editing, Options, Trading, FINRA, Securities Regulation, Equities, Financial Markets, Analysis, Securities, Investments, Risk Management, Derivatives, Compliance, Regulatory Requirements, Market Risk, Regulatory Examinations, Series 7, Variable Annuities, Disclosure Statements, Deposition, Sell Side, Proprietary Trading, Capital Markets, Market Making, Series 24, Equity Trading, Hedge Funds, Asset Management
Education
Mesa State College (Colorado Mesa University)
Bachelor of Arts (B.A.)
University of Colorado Boulder
Daniel J. Bulawa Daniel J. Bulawa's RS Investments Experience January 2012 - Present
Job Regional Vice President at RS Investments
Industry Financial Services
Experience
RS Investments January 2012 - Present
RS Investments April 2010 - December 2011
Morgan Stanley Smith Barney, LLC August 2007 - April 2010
A.G. Edwards & Sons, Inc. July 2005 - August 2007
Education
University of Hartford 2001 — 2005
BS, Finance / Economics
The Gunnery School 1993 — 1997
RS Investments January 2012 - Present
RS Investments April 2010 - December 2011
Morgan Stanley Smith Barney, LLC August 2007 - April 2010
A.G. Edwards & Sons, Inc. July 2005 - August 2007
Education
University of Hartford 2001 — 2005
BS, Finance / Economics
The Gunnery School 1993 — 1997
Ben Douglas Ben Douglas's RS Investments Experience December 2003 - March 2012
Job Partner at Rimon Law
Industry Law Practice
Experience
Rimon January 2015 - Present
Private Practice March 2014 - January 2015
Forward June 2013 - February 2014
Dodge & Cox February 2013 - June 2013
RS Investments December 2003 - March 2012
Charles Schwab Investment Management January 2002 - December 2003
Charles Schwab Investment Management July 1999 - January 2002
Shartsis Friese LLP December 1995 - July 1999
Skills
Investment Management..., Mutual Funds, Private Funds, Asset Management, Compliance, Securities, Hedge Funds, Alternative Investments, Mergers, Due Diligence, Investments, Corporate Governance, Securities Law, Equities, Investment Management, Fixed Income, Finance, Portfolio Management, Private Equity, Capital Markets, Financial Services, Management, Intellectual Property
Education
UC Berkeley, Boalt Hall School of Law
J.D.
UC Berkeley, Goldman School of Public Policy
M.P.P.
UC Berkeley
B.A., History
Harvard-Westlake School
Rimon January 2015 - Present
Private Practice March 2014 - January 2015
Forward June 2013 - February 2014
Dodge & Cox February 2013 - June 2013
RS Investments December 2003 - March 2012
Charles Schwab Investment Management January 2002 - December 2003
Charles Schwab Investment Management July 1999 - January 2002
Shartsis Friese LLP December 1995 - July 1999
Skills
Investment Management..., Mutual Funds, Private Funds, Asset Management, Compliance, Securities, Hedge Funds, Alternative Investments, Mergers, Due Diligence, Investments, Corporate Governance, Securities Law, Equities, Investment Management, Fixed Income, Finance, Portfolio Management, Private Equity, Capital Markets, Financial Services, Management, Intellectual Property
Education
UC Berkeley, Boalt Hall School of Law
J.D.
UC Berkeley, Goldman School of Public Policy
M.P.P.
UC Berkeley
B.A., History
Harvard-Westlake School
Vincent Saunders Vincent Saunders's RS Investments Experience 1999 - 2006
Job Consultant on Human Capital
Industry Financial Services
Experience
DHR International 2015 - Present
CTPartners 2014 - 2015
Flock Hill Manager New Zealand 2013 - 2014
Coast Range Investments 2006 - 2013
RS Investments 1999 - 2006
Robertson Stephens Investment Bank 1995 - 1999
Deloitte 1993 - 1995
Skills
Investments, Real Estate, Asset Managment, Valuation, Private Equity, Alternative Investments, Asset Management, Due Diligence, Financial Modeling, Investment Management, Mergers, Venture Capital, Equities, Capital Markets, Equity Research
Education
University of California, Los Angeles
Bachelor of Arts, Economics
DHR International 2015 - Present
CTPartners 2014 - 2015
Flock Hill Manager New Zealand 2013 - 2014
Coast Range Investments 2006 - 2013
RS Investments 1999 - 2006
Robertson Stephens Investment Bank 1995 - 1999
Deloitte 1993 - 1995
Skills
Investments, Real Estate, Asset Managment, Valuation, Private Equity, Alternative Investments, Asset Management, Due Diligence, Financial Modeling, Investment Management, Mergers, Venture Capital, Equities, Capital Markets, Equity Research
Education
University of California, Los Angeles
Bachelor of Arts, Economics
Ted Lively Ted Lively's RS Investments Experience August 2005 - March 2006
Job Controller at Superior Energy Services
Industry Oil & Energy
Experience
Superior Energy Services May 2014 - Present
DOF Subsea USA, Inc. March 2006 - May 2014
RS Investments August 2005 - March 2006
Caldwell Companies September 2001 - December 2004
Skills
Finance, Business Development, Forecasting, Cash Management, Cash Flow Forecasting, Senior Executive..., Lease Financing, Internal Audit, External Audit, Project Finance, International Tax, Corporate Tax, Capital Budgeting, Human Capital, Personnel Management, Military History, Fixed Asset Management, Treasury Management, Operational Planning, Cost Control, Cost Planning, M&A experience, Entity Formations, Property & Casualty..., Risk Management, Financial Reporting, Financial Analysis, Vice Presidents, Operations Management, ERP Implementations, Regional Development, Tax, Internal Controls, Budgets
Education
University of Houston, C.T. Bauer College of Business 1996 — 1999
BS, Accounting & Finance
Superior Energy Services May 2014 - Present
DOF Subsea USA, Inc. March 2006 - May 2014
RS Investments August 2005 - March 2006
Caldwell Companies September 2001 - December 2004
Skills
Finance, Business Development, Forecasting, Cash Management, Cash Flow Forecasting, Senior Executive..., Lease Financing, Internal Audit, External Audit, Project Finance, International Tax, Corporate Tax, Capital Budgeting, Human Capital, Personnel Management, Military History, Fixed Asset Management, Treasury Management, Operational Planning, Cost Control, Cost Planning, M&A experience, Entity Formations, Property & Casualty..., Risk Management, Financial Reporting, Financial Analysis, Vice Presidents, Operations Management, ERP Implementations, Regional Development, Tax, Internal Controls, Budgets
Education
University of Houston, C.T. Bauer College of Business 1996 — 1999
BS, Accounting & Finance
James Clark's RS Investments Experience April 2015 - Present
Job Research at RS Investments
Industry Investment Management
Experience
RS Investments April 2015 - Present
Evercore May 2012 - April 2015
GAMCO Investors, Inc. May 2011 - May 2012
Skills
Equity Research, Valuation, Financial Modeling, Financial Analysis, Series 7, Bloomberg, Series 63, Market Research, Healthcare
Education
University of Pennsylvania 2007 — 2011
Brunswick School 2004 — 2007
RS Investments April 2015 - Present
Evercore May 2012 - April 2015
GAMCO Investors, Inc. May 2011 - May 2012
Skills
Equity Research, Valuation, Financial Modeling, Financial Analysis, Series 7, Bloomberg, Series 63, Market Research, Healthcare
Education
University of Pennsylvania 2007 — 2011
Brunswick School 2004 — 2007
Gregory Pine Gregory Pine's RS Investments Experience 1997 - 1999
Job Epic Certified Project Manager and Trainer
Industry Hospital & Health Care
Experience
Sutter Health October 2014 - Present
UC Davis Medical Center January 2014 - August 2014
Samaritan Health Services June 2013 - August 2013
Kaiser Permanente 2004 - 2013
JPMorgan Chase 1999 - 2003
RS Investments 1997 - 1999
Education
UCLA
Sutter Health October 2014 - Present
UC Davis Medical Center January 2014 - August 2014
Samaritan Health Services June 2013 - August 2013
Kaiser Permanente 2004 - 2013
JPMorgan Chase 1999 - 2003
RS Investments 1997 - 1999
Education
UCLA
Christy L. Phillips Christy L. Phillips's RS Investments Experience September 2010 - December 2012
Job Director of Research, Senior Portfolio Manager Concentrated Equity Strategies
Industry Investment Management
Experience
Franklin Street Partners April 2013 - Present
Indepth Research Corp. December 2012 - Present
RS Investments September 2010 - December 2012
Oak Value Capital Management, Inc. December 2003 - September 2010
Coker, Palmer, Phillips Investment Securities, Inc. September 1998 - November 2003
Smith Barney, Inc. July 1993 - March 1998
Lehman Brothers July 1987 - July 1993
Skills
Strategic Planning, Global Investment..., Investment Management, Portfolio Management, Asset Managment, Equity Research, Research, Investments, Alternative Investments, Mutual Funds, Hedge Funds, Investment Banking, Private Equity, Venture Capital, Joint Ventures, Team Building, Marketing, Valuation, Investment Strategies, Equities, Asset Allocation, Value Investing, Wealth Management, Financial Modeling, Institutional..., Fund Of Funds, Stock Picking, Start-ups, Investment Research, Strategic Financial..., Financial Analysis, Quantitative Analytics, Business Valuation, Mergers, Corporate Finance, IPO, Equity Valuation, Strategy, Due Diligence, Asset Management, Securities, Financial Markets, Fundamental Analysis, Institutional, Investment Advisory, DCF
Education
University of Tennessee-Knoxville 1983 — 1986
Bachelor of Science (BS), Finance, Economics
University of North Carolina at Chapel Hill 1982 — 1983
Franklin Street Partners April 2013 - Present
Indepth Research Corp. December 2012 - Present
RS Investments September 2010 - December 2012
Oak Value Capital Management, Inc. December 2003 - September 2010
Coker, Palmer, Phillips Investment Securities, Inc. September 1998 - November 2003
Smith Barney, Inc. July 1993 - March 1998
Lehman Brothers July 1987 - July 1993
Skills
Strategic Planning, Global Investment..., Investment Management, Portfolio Management, Asset Managment, Equity Research, Research, Investments, Alternative Investments, Mutual Funds, Hedge Funds, Investment Banking, Private Equity, Venture Capital, Joint Ventures, Team Building, Marketing, Valuation, Investment Strategies, Equities, Asset Allocation, Value Investing, Wealth Management, Financial Modeling, Institutional..., Fund Of Funds, Stock Picking, Start-ups, Investment Research, Strategic Financial..., Financial Analysis, Quantitative Analytics, Business Valuation, Mergers, Corporate Finance, IPO, Equity Valuation, Strategy, Due Diligence, Asset Management, Securities, Financial Markets, Fundamental Analysis, Institutional, Investment Advisory, DCF
Education
University of Tennessee-Knoxville 1983 — 1986
Bachelor of Science (BS), Finance, Economics
University of North Carolina at Chapel Hill 1982 — 1983
Laura Beall Laura Beall's RS Investments Experience January 2013 - Present
Job Executive Assistant to the General Counsel at RS Investments
Industry Investment Management
Experience
RS Investments January 2013 - Present
JAMS August 2008 - January 2013
Skills
Dispute Resolution, Legal Research, Alternative Dispute..., Conciliation, Mediation, Arbitration, Litigation, Conflict Resolution, Special Master, Outlook, Westlaw, Courts, Legal Assistance, Organizational..., Commercial Litigation, Lexis, Civil Rights, Employment Law, Trials, Family Law, Appeals, Construction Law, Corporate Law, Dispute, Conflict Management, Product Liability, Intellectual Property, Nonprofits, Class Actions, Legal Writing, Licensing, Trade Secrets, Civil Litigation
Education
University of San Francisco
Bachelor of Arts (BA), American Government and Politics (United States)
RS Investments January 2013 - Present
JAMS August 2008 - January 2013
Skills
Dispute Resolution, Legal Research, Alternative Dispute..., Conciliation, Mediation, Arbitration, Litigation, Conflict Resolution, Special Master, Outlook, Westlaw, Courts, Legal Assistance, Organizational..., Commercial Litigation, Lexis, Civil Rights, Employment Law, Trials, Family Law, Appeals, Construction Law, Corporate Law, Dispute, Conflict Management, Product Liability, Intellectual Property, Nonprofits, Class Actions, Legal Writing, Licensing, Trade Secrets, Civil Litigation
Education
University of San Francisco
Bachelor of Arts (BA), American Government and Politics (United States)
Jason Gordon's RS Investments Experience January 2014 - Present
Job Director of Consultant Relations, RS Investments
Industry Investment Management
Experience
RS Investments January 2014 - Present
BlackRock July 1998 - January 2014
Skills
Investment Strategies, Asset Management, Fixed Income, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Investments, Mutual Funds, Investment Management, Series 7
Education
University of California, Davis 1993 — 1998
BS, Managerial Economics
RS Investments January 2014 - Present
BlackRock July 1998 - January 2014
Skills
Investment Strategies, Asset Management, Fixed Income, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Investments, Mutual Funds, Investment Management, Series 7
Education
University of California, Davis 1993 — 1998
BS, Managerial Economics
Kristin Ngo Kristin Ngo's RS Investments Experience July 2007 - December 2008
Job Treasury
Industry Banking
Experience
Verifone December 2014 - Present
Financial Risk Consulting December 2013 - February 2014
Federal Home Loan Bank of San Francisco June 2010 - November 2013
BNY Mellon February 2009 - December 2009
RS Investments July 2007 - December 2008
Brandes Investment Partners May 2006 - May 2007
Skills
Fixed Income, Derivatives, Equities, Financial Modeling, Financial Analysis, Bloomberg, Strategy, Product Development, Calypso, Interest Rate..., SQL, R, Stata, Matlab, Microsoft Excel, Negotiation, Business Strategy, Monetization, Charles River IMS, Treasury, FX Trading
Education
University of California, San Diego
Mathematics and Economics; History Minor
Verifone December 2014 - Present
Financial Risk Consulting December 2013 - February 2014
Federal Home Loan Bank of San Francisco June 2010 - November 2013
BNY Mellon February 2009 - December 2009
RS Investments July 2007 - December 2008
Brandes Investment Partners May 2006 - May 2007
Skills
Fixed Income, Derivatives, Equities, Financial Modeling, Financial Analysis, Bloomberg, Strategy, Product Development, Calypso, Interest Rate..., SQL, R, Stata, Matlab, Microsoft Excel, Negotiation, Business Strategy, Monetization, Charles River IMS, Treasury, FX Trading
Education
University of California, San Diego
Mathematics and Economics; History Minor
Victoria Makras Victoria Makras's RS Investments Experience August 2005 - June 2011
Job Senior Event Marketing Manager at Box
Industry Computer Software
Experience
Box August 2015 - Present
DoubleDutch January 2013 - August 2015
SecondMarket, Inc. June 2011 - January 2013
RS Investments August 2005 - June 2011
Eurest June 2004 - August 2005
Skills
Marketing Strategy, Event Planning, Social Media Marketing, Marketing, Management, Advertising, Marketing Communications, Event Management, Social Media, Business Development, Market Research, Email Marketing, Salesforce.com, Investments, Online Marketing, Digital Marketing, Online Advertising
Education
University of California, Riverside
Bachelors of Science, Marketing, Business Administration
Box August 2015 - Present
DoubleDutch January 2013 - August 2015
SecondMarket, Inc. June 2011 - January 2013
RS Investments August 2005 - June 2011
Eurest June 2004 - August 2005
Skills
Marketing Strategy, Event Planning, Social Media Marketing, Marketing, Management, Advertising, Marketing Communications, Event Management, Social Media, Business Development, Market Research, Email Marketing, Salesforce.com, Investments, Online Marketing, Digital Marketing, Online Advertising
Education
University of California, Riverside
Bachelors of Science, Marketing, Business Administration
Christina Bond Christina Bond's RS Investments Experience August 2013 - October 2013
Job Resource Development Manager at Modis
Industry Staffing and Recruiting
Experience
Modis December 2013 - Present
RS Investments August 2013 - October 2013
UC Irvine April 2013 - June 2013
UC Irvine October 2010 - June 2013
The Bar Association of San Francisco August 2010 - August 2010
Skills
Customer Service, Recruiting, Training, Microsoft Office, Microsoft Excel, Human Resources, Interviews, Program Management, Onboarding, Leadership, Community Outreach, Data Analysis, Payroll, Social Networking, Data Entry, PowerPoint, Sourcing, Applicant Tracking..., Contract Recruitment, Internet Recruiting
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.), Major: Social Ecology. Minor: Psychology and Social Behavior
Bishop O'Dowd High School 2005 — 2009
Modis December 2013 - Present
RS Investments August 2013 - October 2013
UC Irvine April 2013 - June 2013
UC Irvine October 2010 - June 2013
The Bar Association of San Francisco August 2010 - August 2010
Skills
Customer Service, Recruiting, Training, Microsoft Office, Microsoft Excel, Human Resources, Interviews, Program Management, Onboarding, Leadership, Community Outreach, Data Analysis, Payroll, Social Networking, Data Entry, PowerPoint, Sourcing, Applicant Tracking..., Contract Recruitment, Internet Recruiting
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.), Major: Social Ecology. Minor: Psychology and Social Behavior
Bishop O'Dowd High School 2005 — 2009
Conner Elliott Conner Elliott's RS Investments Experience December 2012 - January 2013
Job Sales Leadership Associate at The CocaCola Company
Industry Food & Beverages
Experience
The Coca-Cola Company June 2013 - Present
RS Investments December 2012 - January 2013
Seattle Mariners June 2011 - September 2012
Phi Delta Theta Fraternity May 2010 - May 2012
Data Collective January 2012 - February 2012
Newport Gulls June 2010 - August 2010
Caletti Jungsten Construction June 2008 - August 2008
Skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Salesforce.com, Social Media, Event Planning, Facebook, Customer Service, Cashiering, Strategy, Leadership, Brewing, Racquetball, Java
Education
University of Puget Sound 2009 — 2013
Bachelor of Arts Business Leadership, Business Leadership Program
Instituto de Desarrollo Económico y Social 2012 — 2012
Bachelor of Arts (BA), Economics, Politics, Spanish
Marin Academy 2005 — 2009
High School Diploma, Liberal Arts
The Coca-Cola Company June 2013 - Present
RS Investments December 2012 - January 2013
Seattle Mariners June 2011 - September 2012
Phi Delta Theta Fraternity May 2010 - May 2012
Data Collective January 2012 - February 2012
Newport Gulls June 2010 - August 2010
Caletti Jungsten Construction June 2008 - August 2008
Skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Salesforce.com, Social Media, Event Planning, Facebook, Customer Service, Cashiering, Strategy, Leadership, Brewing, Racquetball, Java
Education
University of Puget Sound 2009 — 2013
Bachelor of Arts Business Leadership, Business Leadership Program
Instituto de Desarrollo Económico y Social 2012 — 2012
Bachelor of Arts (BA), Economics, Politics, Spanish
Marin Academy 2005 — 2009
High School Diploma, Liberal Arts
Doug Farrington's RS Investments Experience February 2015 - Present
Job Internal Wholesaler at RS Investments
Industry Investment Management
Experience
RS Investments February 2015 - Present
Professional Sports Publications July 2013 - January 2015
Meridian Bank PA May 2012 - August 2012
Skills
Sales, Time Management, Financial Analysis, Management, Cold Calling, Lead Generation, Microsoft Excel, Leadership, Portfolio Management, Social Media, PowerPoint, Valuation, Financial Modeling, Investments, Credit Analysis, Retail, Risk Management, Corporate Finance, Credit, Credit Risk, Commercial Banking, Business Analysis, Banking, Loans, Analysis, Commercial Lending, Series 6, Mutual Funds, Stock Picking
Education
MOORE SCHOOL OF BUSINESS, University of South Carolina 2009 — 2013
Bachelor of Science, Business Administration; Finance
University of South Carolina-Columbia 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Bishop Shanahan High School
RS Investments February 2015 - Present
Professional Sports Publications July 2013 - January 2015
Meridian Bank PA May 2012 - August 2012
Skills
Sales, Time Management, Financial Analysis, Management, Cold Calling, Lead Generation, Microsoft Excel, Leadership, Portfolio Management, Social Media, PowerPoint, Valuation, Financial Modeling, Investments, Credit Analysis, Retail, Risk Management, Corporate Finance, Credit, Credit Risk, Commercial Banking, Business Analysis, Banking, Loans, Analysis, Commercial Lending, Series 6, Mutual Funds, Stock Picking
Education
MOORE SCHOOL OF BUSINESS, University of South Carolina 2009 — 2013
Bachelor of Science, Business Administration; Finance
University of South Carolina-Columbia 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Bishop Shanahan High School
Jacob Chirayath Jacob Chirayath's RS Investments Experience September 2013 - June 2015
Job Head of infrastructure and Engineering and Operations
Industry Financial Services
Experience
RS Investments September 2013 - June 2015
BlackRock January 2012 - September 2013
BlackRock February 2011 - January 2012
BlackRock January 2010 - February 2011
Barclays Global Investors July 2007 - January 2010
Barclays Global Investors 2005 - July 2007
Barclays Global Investors 2003 - 2004
Barclays Global Investors 2001 - 2003
Barclays Global Investors 1999 - 2001
PQ Limited 1997 - 1999
Skills
Bloomberg, Enterprise Architecture, SQL, Sybase, Unix, SDLC, Tomcat, IT Strategy, Cloud Computing, Business Analysis, Enterprise Software, Management, Perl, Solaris, Disaster Recovery, Data Center, Networking, Vendor Management, Software Development, SOA, Trading Systems, Virtualization, System Architecture, Integration, Linux, IT Management, ITIL, Product Management, Infrastructure, Security, System Deployment, Software Project..., Architectures, Testing, IT Operations, Solution Architecture, Architecture
Education
University of Pune 1988 — 1992
Bachelor’s Degree
RS Investments September 2013 - June 2015
BlackRock January 2012 - September 2013
BlackRock February 2011 - January 2012
BlackRock January 2010 - February 2011
Barclays Global Investors July 2007 - January 2010
Barclays Global Investors 2005 - July 2007
Barclays Global Investors 2003 - 2004
Barclays Global Investors 2001 - 2003
Barclays Global Investors 1999 - 2001
PQ Limited 1997 - 1999
Skills
Bloomberg, Enterprise Architecture, SQL, Sybase, Unix, SDLC, Tomcat, IT Strategy, Cloud Computing, Business Analysis, Enterprise Software, Management, Perl, Solaris, Disaster Recovery, Data Center, Networking, Vendor Management, Software Development, SOA, Trading Systems, Virtualization, System Architecture, Integration, Linux, IT Management, ITIL, Product Management, Infrastructure, Security, System Deployment, Software Project..., Architectures, Testing, IT Operations, Solution Architecture, Architecture
Education
University of Pune 1988 — 1992
Bachelor’s Degree
Beth Hamilton Beth Hamilton's RS Investments Experience July 2006 - January 2008
Job Program Manager, Ecommerce at Esurance
Industry Internet
Experience
Esurance January 2014 - Present
Esurance September 2012 - January 2014
Computer Courage April 2009 - September 2012
Sephora USA LLC February 2008 - April 2009
RS Investments July 2006 - January 2008
Skills
Program Management, Project Management, Marketing, E-commerce, Management, Workfront, AtTask, SharePoint, Microsoft Office, Digital Marketing, CRM, Microsoft Excel, Outlook, PowerPoint, Account Management, Analysis, Access, QuickBooks, Google Apps
Education
University of California, Berkeley, Haas School of Business 2002 — 2006
B.S., Business Administration, 3.50 UC GPA
Esurance January 2014 - Present
Esurance September 2012 - January 2014
Computer Courage April 2009 - September 2012
Sephora USA LLC February 2008 - April 2009
RS Investments July 2006 - January 2008
Skills
Program Management, Project Management, Marketing, E-commerce, Management, Workfront, AtTask, SharePoint, Microsoft Office, Digital Marketing, CRM, Microsoft Excel, Outlook, PowerPoint, Account Management, Analysis, Access, QuickBooks, Google Apps
Education
University of California, Berkeley, Haas School of Business 2002 — 2006
B.S., Business Administration, 3.50 UC GPA
Randall Hegarty Randall Hegarty's RS Investments Experience September 2014 - Present
Job Chief Compliance Officer at RS Investments
Industry Investment Management
Experience
RS Investments September 2014 - Present
Union Bank May 2012 - September 2014
BlackRock May 2005 - May 2012
Bingham McCutchen LLP October 2001 - April 2005
Education
University of California, Los Angeles - School of Law 1998 — 2001
Juris Doctor (J.D.)
University of Arizona 1992 — 1996
Bachelor's Degree, Political Science; Sociology
RS Investments September 2014 - Present
Union Bank May 2012 - September 2014
BlackRock May 2005 - May 2012
Bingham McCutchen LLP October 2001 - April 2005
Education
University of California, Los Angeles - School of Law 1998 — 2001
Juris Doctor (J.D.)
University of Arizona 1992 — 1996
Bachelor's Degree, Political Science; Sociology
Ryan Kent Ryan Kent's RS Investments Experience December 2012 - Present
Job Performance Analyst at RS Investments
Industry Investment Management
Experience
RS Investments December 2012 - Present
SF Sentry March 2012 - December 2012
SolutionSet February 2010 - March 2012
Skills
Financial Analysis, Equities, Portfolio Management, Asset Management, Investments, Microsoft Office, Securities, Financial Modeling, Hedge Funds, Analysis, Alternative Investments, Python, SQL
Education
University of California, Berkeley 2005 — 2010
Bachelor of Arts (B.A.), Environmental Economics
RS Investments December 2012 - Present
SF Sentry March 2012 - December 2012
SolutionSet February 2010 - March 2012
Skills
Financial Analysis, Equities, Portfolio Management, Asset Management, Investments, Microsoft Office, Securities, Financial Modeling, Hedge Funds, Analysis, Alternative Investments, Python, SQL
Education
University of California, Berkeley 2005 — 2010
Bachelor of Arts (B.A.), Environmental Economics
Margo Ragland Margo Ragland's RS Investments Experience January 2006 - June 2014
Job SVP Business Development North America
Industry Investment Management
Experience
Kleinwort Benson Investors June 2014 - Present
RS Investments January 2006 - June 2014
Procore Technologies May 2004 - December 2005
Skills
Investment Management, Investment Strategies, Asset Management, Financial Services, Institutional Sales, Investor Relations, Equities, Separate Accounts, Mutual Funds, Socially Responsible..., Impact Investing, Natural Resources, Investments, Series 63, Asset Managment, Series 6
Education
University of California, Santa Barbara 1998 — 2002
B.S., Hydrologic Science
Kleinwort Benson Investors June 2014 - Present
RS Investments January 2006 - June 2014
Procore Technologies May 2004 - December 2005
Skills
Investment Management, Investment Strategies, Asset Management, Financial Services, Institutional Sales, Investor Relations, Equities, Separate Accounts, Mutual Funds, Socially Responsible..., Impact Investing, Natural Resources, Investments, Series 63, Asset Managment, Series 6
Education
University of California, Santa Barbara 1998 — 2002
B.S., Hydrologic Science
Steven Rossi, CFA, FRM Steven Rossi, CFA, FRM's RS Investments Experience October 2014 - Present
Job Analyst at RS Investments
Industry Financial Services
Experience
RS Investments October 2014 - Present
RS Investments November 2012 - October 2014
FactSet Research Systems 2012 - December 2012
FactSet Research Systems October 2010 - June 2012
FactSet Research Systems February 2009 - October 2010
FactSet Research Systems February 2008 - February 2009
Skills
Financial Modeling, Market Data, Equities, Product Management, Quantitative Analytics, Portfolio Management, Investments, Forecasting, Financial Analysis, Analytics, Financial Risk, Fixed Income, Analysis, Finance, Mutual Funds, Competitive Analysis, Hedge Funds, Investment Management, Risk Management, Equity Research, Bloomberg
Education
University of California, Berkeley 2000 — 2004
Bachelors, Political Economies of Industrialized Societies
Harriton
RS Investments October 2014 - Present
RS Investments November 2012 - October 2014
FactSet Research Systems 2012 - December 2012
FactSet Research Systems October 2010 - June 2012
FactSet Research Systems February 2009 - October 2010
FactSet Research Systems February 2008 - February 2009
Skills
Financial Modeling, Market Data, Equities, Product Management, Quantitative Analytics, Portfolio Management, Investments, Forecasting, Financial Analysis, Analytics, Financial Risk, Fixed Income, Analysis, Finance, Mutual Funds, Competitive Analysis, Hedge Funds, Investment Management, Risk Management, Equity Research, Bloomberg
Education
University of California, Berkeley 2000 — 2004
Bachelors, Political Economies of Industrialized Societies
Harriton
Stephanie Giaramita's RS Investments Experience January 2013 - Present
Job
Industry Marketing and Advertising
Experience
RS Investments January 2013 - Present
Guardian Life Insurance July 2009 - December 2012
Self-Employed January 2009 - July 2009
AllianceBernstein February 2001 - July 2008
Skills
Corporate Communications, Message Development, Internal Communications, Media Relations, Public Relations, Messaging, Marketing, Thought Leadership, Strategic Communications, Integrated Marketing, Crisis Management, Communication Training, Crisis Communications, Publicity, Marketing Communications, Market Research, Brand Awareness, Social Media, Program Management, Communications Planning, Creative Direction, Content Strategy, Strategy, Digital Marketing, Strategic Planning, Brand Development, Management
Education
University of Delaware
Bachelor of Arts
RS Investments January 2013 - Present
Guardian Life Insurance July 2009 - December 2012
Self-Employed January 2009 - July 2009
AllianceBernstein February 2001 - July 2008
Skills
Corporate Communications, Message Development, Internal Communications, Media Relations, Public Relations, Messaging, Marketing, Thought Leadership, Strategic Communications, Integrated Marketing, Crisis Management, Communication Training, Crisis Communications, Publicity, Marketing Communications, Market Research, Brand Awareness, Social Media, Program Management, Communications Planning, Creative Direction, Content Strategy, Strategy, Digital Marketing, Strategic Planning, Brand Development, Management
Education
University of Delaware
Bachelor of Arts
Mike Mackie's RS Investments Experience June 2009 - September 2009
Job Brand Partnerships/Digital Content Packaging at Creative Artists Agency
Industry Entertainment
Experience
Creative Artists Agency October 2012 - Present
Mockingbird Pictures 2010 - 2011
RS Investments June 2009 - September 2009
Education
University of Oregon
English
Choate Rosemary Hall
Creative Artists Agency October 2012 - Present
Mockingbird Pictures 2010 - 2011
RS Investments June 2009 - September 2009
Education
University of Oregon
English
Choate Rosemary Hall
Ed Ruiz's RS Investments Experience March 1999 - June 2000
Job Principal, Information Technology at Kohlberg Kravis & Roberts
Industry Information Technology and Services
Experience
KKR February 2008 - Present
CafePress Inc. June 2006 - February 2008
GoIndustry DoveBid 2002 - May 2006
RS Investments March 1999 - June 2000
Skills
Microsoft SQL Server, Enterprise Software, SQL, Information Management, Network Security, Network Design, Network Engineering, Project Management, Server Administration, Server Architecture
Education
University of California, Davis 1992 — 1997
Saint Ignatius College Preparatory 1990 — 1992
KKR February 2008 - Present
CafePress Inc. June 2006 - February 2008
GoIndustry DoveBid 2002 - May 2006
RS Investments March 1999 - June 2000
Skills
Microsoft SQL Server, Enterprise Software, SQL, Information Management, Network Security, Network Design, Network Engineering, Project Management, Server Administration, Server Architecture
Education
University of California, Davis 1992 — 1997
Saint Ignatius College Preparatory 1990 — 1992
Charles Harre's RS Investments Experience May 1998 - March 2003
Job CFO at MidLakes Distributing
Industry Financial Services
Experience
Mid-Lakes Distributing March 2011 - Present
Magnetar Capital July 2007 - March 2011
Northern Trust June 2005 - July 2007
Calamos Investments April 2003 - June 2005
RS Investments May 1998 - March 2003
Education
University of California, Santa Barbara 1994 — 1998
BA, Business Economics, Accounting Emphasis
Mid-Lakes Distributing March 2011 - Present
Magnetar Capital July 2007 - March 2011
Northern Trust June 2005 - July 2007
Calamos Investments April 2003 - June 2005
RS Investments May 1998 - March 2003
Education
University of California, Santa Barbara 1994 — 1998
BA, Business Economics, Accounting Emphasis
Denelle Lum's RS Investments Experience September 2013 - Present
Job Experienced Operations and Business Analyst
Industry Financial Services
Experience
RS Investments September 2013 - Present
BlackRock April 2011 - September 2013
Pro Unlimited Inc/Blackrock September 2009 - December 2010
BlackRock June 2009 - September 2009
DM Stone/Wells Fargo Fund Management Group April 2009 - June 2009
Pantera Capital September 2008 - March 2009
Robert Half/Federal Home Loan Bank December 2007 - September 2008
OneFifty LLC/Cannell Capital October 2006 - April 2007
Citco Fund Services February 2005 - October 2006
Charles Schwab 2003 - 2005
Skills
Fixed Income, Derivatives, Hedge Funds, Equities, Securities, Bloomberg, Middle Office, Alternative Investments, Bonds, Securities Lending, Trading, Portfolio Management, Financial Analysis, Investments, Mutual Funds, Valuation, Credit Derivatives, Prime Brokerage, Swaps, FX Options, Settlement, Trade Operations, Project Management
Education
University of San Francisco 2008 — 2010
Masters, Financial Analysis
University of California, Davis
Bachelor of Science, Managerial Economics
RS Investments September 2013 - Present
BlackRock April 2011 - September 2013
Pro Unlimited Inc/Blackrock September 2009 - December 2010
BlackRock June 2009 - September 2009
DM Stone/Wells Fargo Fund Management Group April 2009 - June 2009
Pantera Capital September 2008 - March 2009
Robert Half/Federal Home Loan Bank December 2007 - September 2008
OneFifty LLC/Cannell Capital October 2006 - April 2007
Citco Fund Services February 2005 - October 2006
Charles Schwab 2003 - 2005
Skills
Fixed Income, Derivatives, Hedge Funds, Equities, Securities, Bloomberg, Middle Office, Alternative Investments, Bonds, Securities Lending, Trading, Portfolio Management, Financial Analysis, Investments, Mutual Funds, Valuation, Credit Derivatives, Prime Brokerage, Swaps, FX Options, Settlement, Trade Operations, Project Management
Education
University of San Francisco 2008 — 2010
Masters, Financial Analysis
University of California, Davis
Bachelor of Science, Managerial Economics
Damon Kimball's RS Investments Experience March 2013 - March 2014
Job Actively seeking an opportunity to bring my sales experience in the traditional and AI space to an industry leading Co.
Industry Financial Services
Experience
RS Investments March 2013 - March 2014
MFS Investment Management September 2009 - February 2013
MFS Investment Management June 2007 - August 2009
MFS Investment Management March 2004 - August 2006
Skills
Mutual Funds, Series 63, Investments, Series 6, Asset Allocation, Asset Management, Retirement Planning, Financial Services, Account Management, Securities, Retirement, Wealth Management, 401k, Sales, Alternative Investments, Separately Managed..., Finance, Financial Advisory
Education
University of New England 1994 — 1996
Sports and Fitness Administration, Management
Kennebunk
RS Investments March 2013 - March 2014
MFS Investment Management September 2009 - February 2013
MFS Investment Management June 2007 - August 2009
MFS Investment Management March 2004 - August 2006
Skills
Mutual Funds, Series 63, Investments, Series 6, Asset Allocation, Asset Management, Retirement Planning, Financial Services, Account Management, Securities, Retirement, Wealth Management, 401k, Sales, Alternative Investments, Separately Managed..., Finance, Financial Advisory
Education
University of New England 1994 — 1996
Sports and Fitness Administration, Management
Kennebunk
Oiver Sun's RS Investments Experience August 2007 - Present
Job Head of Trading Settlements at RS Investments
Industry Investment Management
Experience
RS Investments August 2007 - Present
UBS Investment Bank January 2005 - July 2007
Education
University of California, Riverside 1990 — 1994
RS Investments August 2007 - Present
UBS Investment Bank January 2005 - July 2007
Education
University of California, Riverside 1990 — 1994
Teresa Boland's RS Investments Experience September 2002 - August 2006
Job Senior Accounting Professional specializing in Private Equity, Real Estate Funds and Property Management
Industry Accounting
Experience
Beyer & Kelley Project Professionals, LLC October 2014 - Present
Coast Range Investments LLC September 2006 - March 2014
RS Investments September 2002 - August 2006
Spieker Properties 1998 - 2000
William Wilson and Associates 1996 - 1998
Skills
Financial Analysis, Cash Management, Payroll, Partnership Accounting, Due Diligence, Property Management, Financial Statement..., Budgeting, Benefits Administration, Year-end Close, Financial Audits, Property & Casualty..., Real Estate Financing, Commercial Real Estate..., Budgets
Education
University of California, Santa Barbara
BA, Business Economics
Beyer & Kelley Project Professionals, LLC October 2014 - Present
Coast Range Investments LLC September 2006 - March 2014
RS Investments September 2002 - August 2006
Spieker Properties 1998 - 2000
William Wilson and Associates 1996 - 1998
Skills
Financial Analysis, Cash Management, Payroll, Partnership Accounting, Due Diligence, Property Management, Financial Statement..., Budgeting, Benefits Administration, Year-end Close, Financial Audits, Property & Casualty..., Real Estate Financing, Commercial Real Estate..., Budgets
Education
University of California, Santa Barbara
BA, Business Economics
Nicolle Payne's RS Investments Experience December 2012 - August 2013
Job Owner of Ride the Wave Nutrition
Industry Health, Wellness and Fitness
Experience
Ride the Wave Nutrition August 2013 - Present
RS Investments December 2012 - August 2013
Maxim Group LLC April 2007 - July 2012
Discovery Communications August 2006 - April 2007
US Olympic Team 1997 - 2004
Skills
Due Diligence, Project Management, PowerPoint, Business Development, Microsoft Excel, Event Management, Negotiation, Sports, Non-profits, Advertising, Data Analysis, Marketing Strategy, Investments, Public Relations, Marketing, Sales, Leadership, Social Media, Public Speaking
Education
University of California, Los Angeles 1994 — 2000
Bachelor of Science (BS), Biology
University of California, Los Angeles
BS Biology, Biology, General
Ride the Wave Nutrition August 2013 - Present
RS Investments December 2012 - August 2013
Maxim Group LLC April 2007 - July 2012
Discovery Communications August 2006 - April 2007
US Olympic Team 1997 - 2004
Skills
Due Diligence, Project Management, PowerPoint, Business Development, Microsoft Excel, Event Management, Negotiation, Sports, Non-profits, Advertising, Data Analysis, Marketing Strategy, Investments, Public Relations, Marketing, Sales, Leadership, Social Media, Public Speaking
Education
University of California, Los Angeles 1994 — 2000
Bachelor of Science (BS), Biology
University of California, Los Angeles
BS Biology, Biology, General
Leslie Bauer's RS Investments Experience March 1993 - February 2000
Job Administration at SR Robertson
Industry Fund-Raising
Experience
SR Robertson & Co. LLC July 2001 - Present
OffRoad Capital February 2000 - February 2001
RS Investments March 1993 - February 2000
Robertson Stephens & Co. February 1992 - March 1993
Drexel Burnham Lambert September 1984 - October 1990
Education
University of Puget Sound 1980 — 1984
BA, Politics and Government
South Salem High School 1977 — 1980
SR Robertson & Co. LLC July 2001 - Present
OffRoad Capital February 2000 - February 2001
RS Investments March 1993 - February 2000
Robertson Stephens & Co. February 1992 - March 1993
Drexel Burnham Lambert September 1984 - October 1990
Education
University of Puget Sound 1980 — 1984
BA, Politics and Government
South Salem High School 1977 — 1980
Misty Mancha's RS Investments Experience September 2012 - Present
Job Operations
Industry Investment Management
Experience
RS Investments September 2012 - Present
Artisan Partners June 2005 - May 2012
Deutsche Asset Management August 2001 - May 2005
Skills
Hedge Funds, Equities, Alternative Investments
Education
University of California, Berkeley 1997 — 2001
Bachelor's degree, Political Economy
RS Investments September 2012 - Present
Artisan Partners June 2005 - May 2012
Deutsche Asset Management August 2001 - May 2005
Skills
Hedge Funds, Equities, Alternative Investments
Education
University of California, Berkeley 1997 — 2001
Bachelor's degree, Political Economy
Peter Keith's RS Investments Experience 1997 - 2003
Job Vice President Senior Research Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray July 2011 - Present
JMP Securities December 2009 - July 2011
Piper Jaffray June 2005 - December 2009
RS Investments 1997 - 2003
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance and Accounting
University of Vermont 1991 — 1995
Bachelor of Arts, Chemistry
Piper Jaffray July 2011 - Present
JMP Securities December 2009 - July 2011
Piper Jaffray June 2005 - December 2009
RS Investments 1997 - 2003
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance and Accounting
University of Vermont 1991 — 1995
Bachelor of Arts, Chemistry
John A. Hauck, Jr., CIMA's RS Investments Experience February 2008 - September 2009
Job Advisor Consultant at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments July 2014 - Present
Munder Capital Management September 2011 - July 2014
Universal Financial Consultants September 2009 - September 2011
RS Investments February 2008 - September 2009
MFS Investment Management April 1994 - February 2008
Skills
Alternative Investments, Investments, Mutual Funds, Series 63, Asset Allocation, Hedge Funds, Finance, Securities, Asset Management, Wealth Management, Retirement Planning, Investment Strategies, Fixed Income, Retirement, Investment Management, Series 7
Education
University of South Carolina-Columbia 1990 — 1993
Bachelor’s Degree, Political Science
Noble and Greenough School 1985 — 1988
Nuveen Investments July 2014 - Present
Munder Capital Management September 2011 - July 2014
Universal Financial Consultants September 2009 - September 2011
RS Investments February 2008 - September 2009
MFS Investment Management April 1994 - February 2008
Skills
Alternative Investments, Investments, Mutual Funds, Series 63, Asset Allocation, Hedge Funds, Finance, Securities, Asset Management, Wealth Management, Retirement Planning, Investment Strategies, Fixed Income, Retirement, Investment Management, Series 7
Education
University of South Carolina-Columbia 1990 — 1993
Bachelor’s Degree, Political Science
Noble and Greenough School 1985 — 1988
Ali Atabaki's RS Investments Experience 2014 - Present
Job Broker Dealer Associate at RS Investments
Industry Investment Management
Experience
RS Investments 2014 - Present
RS Investments 2007 - 2014
Investors Bank & Trust 2001 - 2006
First Union Small Business Capital 1998 - 2001
Skills
Financial Analysis, Hedge Funds, Investments, Forecasting, Analysis, Budgets, Microsoft Excel, Mutual Funds, Bloomberg, Outlook, PowerPoint, Equities, Financial Reporting, Financial Modeling, Alternative Investments, Fixed Income, Management, Accounting, Financial Services, Finance
Education
California State University-Sacramento 1995 — 1999
BS, Business Finance
University of Phoenix 2008 — 2010
MBA, Business Administration
RS Investments 2014 - Present
RS Investments 2007 - 2014
Investors Bank & Trust 2001 - 2006
First Union Small Business Capital 1998 - 2001
Skills
Financial Analysis, Hedge Funds, Investments, Forecasting, Analysis, Budgets, Microsoft Excel, Mutual Funds, Bloomberg, Outlook, PowerPoint, Equities, Financial Reporting, Financial Modeling, Alternative Investments, Fixed Income, Management, Accounting, Financial Services, Finance
Education
California State University-Sacramento 1995 — 1999
BS, Business Finance
University of Phoenix 2008 — 2010
MBA, Business Administration
Allan Bautista's RS Investments Experience June 2013 - July 2015
Job Trade Operations at RS Investments
Industry Investment Management
Experience
RS Investments June 2013 - July 2015
RS Investments October 2007 - May 2013
Franklin Templeton Investments January 2005 - October 2007
Franklin Templeton Investments January 2004 - December 2004
Agile Software June 2000 - December 2002
Wilson Sonsini Goodrich & Rosati January 1999 - May 2000
Skills
Bloomberg, Customer Service, Equities, Mutual Funds, Investments, Microsoft Excel, Securities, Asset Management, Portfolio Management, Banking, Microsoft Office, Leadership, Hedge Funds, Omgeo Oasys, Omgeo Alert, Charles River IMS, Omgeo CTM, Corporate Actions, Trade Settlement, DTC, International..., Trade Operations
Education
UC Davis
University of California, Davis
RS Investments June 2013 - July 2015
RS Investments October 2007 - May 2013
Franklin Templeton Investments January 2005 - October 2007
Franklin Templeton Investments January 2004 - December 2004
Agile Software June 2000 - December 2002
Wilson Sonsini Goodrich & Rosati January 1999 - May 2000
Skills
Bloomberg, Customer Service, Equities, Mutual Funds, Investments, Microsoft Excel, Securities, Asset Management, Portfolio Management, Banking, Microsoft Office, Leadership, Hedge Funds, Omgeo Oasys, Omgeo Alert, Charles River IMS, Omgeo CTM, Corporate Actions, Trade Settlement, DTC, International..., Trade Operations
Education
UC Davis
University of California, Davis
Oliver Sun's RS Investments Experience August 2007 - April 2015
Job Founder, President & CJO (Chief Jogging Officer) at The Dog Jogger, LLC
Industry Health, Wellness and Fitness
Experience
The Dog Jogger, LLC August 2015 - Present
RS Investments August 2007 - April 2015
UBS Financial Services January 2005 - July 2007
Pacific Growth Equities October 2003 - December 2004
Credit Suisse November 1999 - April 2003
Skills
Dogs, Dog Jogging, Dog Walking, Dog Behavior, Dog Aggression, Guitar, Guitar Playing, Acoustic Guitar, Electric Guitar, Bands, Concert Band, Trading, Trade Support, Middle Office, Charles River IMS, Eze Castle, Omgeo Oasys, Omgeo Alert, Omgeo TradeSuite, Omgeo CTM, Restricted Stock, Trade Settlement, Axys, DTC, Rule 144, Prime Brokerage
Education
University of California, Riverside 1990 — 1994
BA, Administrative Studies
The Dog Jogger, LLC August 2015 - Present
RS Investments August 2007 - April 2015
UBS Financial Services January 2005 - July 2007
Pacific Growth Equities October 2003 - December 2004
Credit Suisse November 1999 - April 2003
Skills
Dogs, Dog Jogging, Dog Walking, Dog Behavior, Dog Aggression, Guitar, Guitar Playing, Acoustic Guitar, Electric Guitar, Bands, Concert Band, Trading, Trade Support, Middle Office, Charles River IMS, Eze Castle, Omgeo Oasys, Omgeo Alert, Omgeo TradeSuite, Omgeo CTM, Restricted Stock, Trade Settlement, Axys, DTC, Rule 144, Prime Brokerage
Education
University of California, Riverside 1990 — 1994
BA, Administrative Studies
Nancy Daetz's RS Investments Experience July 1996 - February 2008
Job Senior Associate at Callinan Asset Management
Industry Financial Services
Experience
Callinan Asset Management September 2012 - Present
Herrmann Financial Services, Inc February 2008 - September 2012
RS Investments July 1996 - February 2008
Alamo Capital Investment Services August 1994 - June 1996
Skills
Investments, Asset Management, Mutual Funds, Investment Management, Financial Advisory, Financial Services, Small Business, Hedge Funds, Equities, Equity Research, Bloomberg, Alternative Investments, Securities, Portfolio Management
Education
University of California, Los Angeles 1989 — 1993
BA, Political Science-International Relations
Callinan Asset Management September 2012 - Present
Herrmann Financial Services, Inc February 2008 - September 2012
RS Investments July 1996 - February 2008
Alamo Capital Investment Services August 1994 - June 1996
Skills
Investments, Asset Management, Mutual Funds, Investment Management, Financial Advisory, Financial Services, Small Business, Hedge Funds, Equities, Equity Research, Bloomberg, Alternative Investments, Securities, Portfolio Management
Education
University of California, Los Angeles 1989 — 1993
BA, Political Science-International Relations
David Carrano's RS Investments Experience October 2008 - September 2009
Job Regional Director at Principal Funds
Industry Financial Services
Experience
Principal Funds September 2009 - Present
RS investments October 2008 - September 2009
Evergreen Investments 2007 - 2008
J&W Seligman 2004 - 2007
Skills
Mutual Funds
Education
University of Kentucky 1993 — 1997
Business
Principal Funds September 2009 - Present
RS investments October 2008 - September 2009
Evergreen Investments 2007 - 2008
J&W Seligman 2004 - 2007
Skills
Mutual Funds
Education
University of Kentucky 1993 — 1997
Business
Brendan Coleman's RS Investments Experience July 2009 - December 2012
Job Internal Distribution Group at Windhaven Investment Management, Inc.
Industry Wholesale
Experience
Windhaven Investment Management, Inc. August 2015 - Present
F-Squared Investments April 2014 - July 2015
Pioneer Investments December 2012 - April 2014
RS Investments July 2009 - December 2012
BlackRock March 2008 - January 2009
BlackRock April 2005 - March 2008
Skills
Series 63, Mutual Funds, Series 6, Series 7, Investments, Securities, Asset Managment, Separately Managed..., Equities, Portfolio Management, Investment Management, Fixed Income, Asset Allocation, Investment Strategies, Retirement Planning, Asset Management, 401k, Sales Presentations, Sales
Education
University of Massachusetts, Amherst 2000 — 2005
ECON, ECON
Arlington
Windhaven Investment Management, Inc. August 2015 - Present
F-Squared Investments April 2014 - July 2015
Pioneer Investments December 2012 - April 2014
RS Investments July 2009 - December 2012
BlackRock March 2008 - January 2009
BlackRock April 2005 - March 2008
Skills
Series 63, Mutual Funds, Series 6, Series 7, Investments, Securities, Asset Managment, Separately Managed..., Equities, Portfolio Management, Investment Management, Fixed Income, Asset Allocation, Investment Strategies, Retirement Planning, Asset Management, 401k, Sales Presentations, Sales
Education
University of Massachusetts, Amherst 2000 — 2005
ECON, ECON
Arlington
Mary Robbins's RS Investments Experience June 2009 - December 2012
Job Associate Banker at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
Franklin Street Partners April 2013 - July 2015
RS Investments June 2009 - December 2012
Valor Capital Management, L.P. August 2007 - May 2009
Skills
Investments, Asset Management, Valuation, Equity Research, Trading, Equities, Investment Management, Portfolio Management, Asset Allocation, Mutual Funds, Private Equity, Hedge Funds, Alternative Investments, FactSet, Financial Analysis, Financial Modeling
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Political Science
Darien High School 1999 — 2003
J.P. Morgan August 2015 - Present
Franklin Street Partners April 2013 - July 2015
RS Investments June 2009 - December 2012
Valor Capital Management, L.P. August 2007 - May 2009
Skills
Investments, Asset Management, Valuation, Equity Research, Trading, Equities, Investment Management, Portfolio Management, Asset Allocation, Mutual Funds, Private Equity, Hedge Funds, Alternative Investments, FactSet, Financial Analysis, Financial Modeling
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Political Science
Darien High School 1999 — 2003
Karen Mosher's RS Investments Experience July 2008 - July 2010
Job Manager at Palo Alto Medical Foundation
Industry Hospital & Health Care
Experience
Palo Alto Medical Foundation August 2011 - Present
Palo Alto Medical Foundation August 2010 - Present
RS Investments July 2008 - July 2010
Education
University of California, Los Angeles 1974 — 2004
Bachelor of Arts, Dance
Palo Alto Medical Foundation August 2011 - Present
Palo Alto Medical Foundation August 2010 - Present
RS Investments July 2008 - July 2010
Education
University of California, Los Angeles 1974 — 2004
Bachelor of Arts, Dance
John Seabern's RS Investments Experience September 1998 - May 2009
Job General Partner at Ridgecrest Investments
Industry Investment Management
Experience
Ridgecrest Investments May 2009 - Present
RS Investments September 1998 - May 2009
Robertson Stephens & Co. 1993 - 1998
Skills
Hedge Funds, Alternative Investments, Venture Capital, Investments, Equities, Valuation, Mutual Funds, Securities, Mergers, Due Diligence, Start-ups, Entrepreneurship, Business Strategy, Risk Management, Strategic Planning, Research, New Business Development
Education
University of Colorado at Boulder 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Boulder High School 1984 — 1987
Ridgecrest Investments May 2009 - Present
RS Investments September 1998 - May 2009
Robertson Stephens & Co. 1993 - 1998
Skills
Hedge Funds, Alternative Investments, Venture Capital, Investments, Equities, Valuation, Mutual Funds, Securities, Mergers, Due Diligence, Start-ups, Entrepreneurship, Business Strategy, Risk Management, Strategic Planning, Research, New Business Development
Education
University of Colorado at Boulder 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Boulder High School 1984 — 1987
Allen Rhoadarmer's RS Investments Experience January 1981 - January 1990
Job CEO/Pres at New Vision Properties, Inc
Industry Real Estate
Experience
New Vision Properties, Inc May 2006 - Present
Robert Allen Institute October 2008 - September 2009
Mesa Public Schools January 2000 - June 2007
Mesa Public Schools August 1996 - June 2007
the Year Superstition District January 1998 - January 1999
Faith Christian School August 1993 - June 1996
Pepsi Cola Company June 1990 - June 1992
AL-KE Construction Inc August 1979 - June 1990
Baronage Brokers of Colorado January 1985 - January 1990
R&S Investments January 1981 - January 1990
Education
University of Phoenix 1995 — 1998
MAED, Education
University of Phoenix 1994 — 1998
MAED, Education
Colorado State University 1967 — 1969
BS, Dairy Science
University of Northern Colorado 1965 — 1967
Chemistry
Weld Central High School 1960 — 1965
New Vision Properties, Inc May 2006 - Present
Robert Allen Institute October 2008 - September 2009
Mesa Public Schools January 2000 - June 2007
Mesa Public Schools August 1996 - June 2007
the Year Superstition District January 1998 - January 1999
Faith Christian School August 1993 - June 1996
Pepsi Cola Company June 1990 - June 1992
AL-KE Construction Inc August 1979 - June 1990
Baronage Brokers of Colorado January 1985 - January 1990
R&S Investments January 1981 - January 1990
Education
University of Phoenix 1995 — 1998
MAED, Education
University of Phoenix 1994 — 1998
MAED, Education
Colorado State University 1967 — 1969
BS, Dairy Science
University of Northern Colorado 1965 — 1967
Chemistry
Weld Central High School 1960 — 1965
Pete Powell's RS Investments Experience November 2007 - July 2014
Job Vice President at Legg Mason
Industry Financial Services
Experience
Legg Mason August 2014 - Present
RS Investments November 2007 - July 2014
AXA Enterprise November 2003 - November 2007
Education
University of Georgia - Terry College of Business 1998 — 2002
Finance, Business/Finance
Lakeside High School - Augusta, GA 1994 — 1998
Legg Mason August 2014 - Present
RS Investments November 2007 - July 2014
AXA Enterprise November 2003 - November 2007
Education
University of Georgia - Terry College of Business 1998 — 2002
Finance, Business/Finance
Lakeside High School - Augusta, GA 1994 — 1998
Matt Rivera, CFA's RS Investments Experience April 2012 - Present
Job
Industry Investment Management
Experience
RS Investments April 2012 - Present
BlackRock March 2007 - March 2012
Skills
Mutual Funds, Alternative Investments, Financial Analysis, Equities, Investments, Management, Financial Services, Portfolio Management, Investment Management, Series 63, Investment Strategies, Asset Management, Hedge Funds, Bloomberg, Capital Markets, Fixed Income, Asset Managment, Asset Allocation, Series 7
Education
UC Davis
Bachelor of Science (BS), Managerial Economics
RS Investments April 2012 - Present
BlackRock March 2007 - March 2012
Skills
Mutual Funds, Alternative Investments, Financial Analysis, Equities, Investments, Management, Financial Services, Portfolio Management, Investment Management, Series 63, Investment Strategies, Asset Management, Hedge Funds, Bloomberg, Capital Markets, Fixed Income, Asset Managment, Asset Allocation, Series 7
Education
UC Davis
Bachelor of Science (BS), Managerial Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY