Russell Investment Group
Industry: Company
DescriptionRussell Investments is a global asset management firm, founded in 1936. It provides multi-asset investing solutions to institutional investors, as well as to individuals via financial advisors. The company is owned by private equity firms TA Associates and Reverence Capital Partners. AUM: $277 billion as of 06/30/17 CFO: Jennifer McPeek CEO: Michelle Seitz Headquarters: Seattle, WA Parent organization: TA Associates Number of employees: 1,950
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Russell Investment Group Employees
Russell Investments September 2013 - Present
Russell Investments August 2010 - September 2013
Russell Investments March 2007 - September 2010
Russell Investment Group March 2004 - March 2007
MLC 2002 - 2004
Skills
Portfolio Management, Equities, Asset Management, ETFs, Investments, Financial Markets, Investment Advisory, Fund Of Funds, Asset Allocation, Investment Banking, Alternative Investments, Asset Managment, Financial Modeling, Securities, Valuation, Hedge Funds, Investment Strategies, Trading, Private Equity, Investment Management, Fixed Income, Mutual Funds, Wealth Management, Bonds, Risk Management, Finance, Equity Research, Bloomberg, Derivatives, Capital Markets
Education
UNSW Australia 2005 — 2007
Masters, Finance
RMIT University 2002 — 2003
Advanced Diploma Financial Planning
RMIT University 1998 — 2001
Bachelor, Economics & Finance (with Distinction)
Russell Investments April 2013 - Present
Amazon April 2012 - April 2013
Amazon April 2011 - April 2012
Russell Investments August 2009 - April 2011
Russell Investments January 2007 - October 2010
Russell Investment Group January 2006 - January 2007
US News & World Report January 2005 - December 2005
U.S. News & World Report August 2003 - January 2005
U.S. News & World Report February 2003 - August 2003
Davidson College Library August 1999 - December 2002
Skills
SEO, Content Strategy, Web Analytics, Email Marketing, User Experience, Social Media, Blogging, Project Management, Social Networking, SEM, CMS, Social Media Marketing, CSS, JavaScript, Copywriting, Web Editing, Editorial, Advertising, E-commerce, Leadership, Management, Financial Services, Product Management, Web Development, Online Campaign..., Creative Problem Solving, Blog Management, Website Copy, HTML, Twitter, Facebook, YouTube, Multi-Asset Solutions, Outcomes That Matter, Helping Advisors, Diversification, Strategy, Google Analytics
Education
Davidson College 1999 — 2002
Bachelor of Arts (B.A.)
Lorenzo de' Medici International School 2001 — 2001
Study Abroad
First American Trust, FSB July 2015 - Present
Mundoval Capital Management, Inc October 2013 - February 2015
VALARA CAPITAL MANAGEMENT LLC March 2011 - September 2013
Fidelity Capital Markets February 2009 - January 2011
Byram Capital Management LLC September 2005 - January 2009
Russell Investment Group September 1996 - September 2005
Leland O'Brien Rubinstein Associates, Incorporated July 1990 - September 1996
First Imperial Advisors, Inc May 1987 - July 1990
San Diego Trust & Savings Bank April 1982 - May 1987
Skills
Equities, Fixed Income, Portfolio Management, Electronic Trading, Equity Trading, Investments, Investment Management, Series 63, Series 7, Trading Systems, Relationship Management, Equity Derivatives, Buy-side, Sales, Investment Strategies, Investment Advisory, Sell Side, Investment Portfolios, Management, Asset Management, Order Management, Settlement, Portfolio Managers, Marketing Strategy, Team Leadership, Back Office, Sales Process, Sales Presentations, Client Relationship..., EMS, Smart Order Routing, Short Sales, CFA, Team Management, Team Building, Teamwork, Self Starter, Customer Driven, TCA, Front to Back Office, Front Office, Relationship Marketing, Sales Management, Sales Operations, Sales Leads, Sales Plan, Order Management Systems, OMS, Equities Technology, Algorithms
Education
Bryant University
B.S., Business Administration
Millbrook
The Rectory School
Edge Asset Management, Inc. & Principal Global Investors June 2013 - Present
Symetra July 2012 - June 2013
WESTERN ASSET MANAGEMENT COMPANY September 2007 - January 2012
RUSSELL INVESTMENT GROUP June 2005 - September 2007
Skills
Investment Advisers Act, Due Diligence, Investments, Securities, Securities Regulation, Portfolio Management, Management, Trading, Asset Allocation, Mutual Funds, Internal Audit, Alternative Investments, Analysis, Financial Services, Investment Advisory, Investment Management, Bloomberg, Bloomberg Terminal, Legal Compliance, Fixed Income, Series 7, Asset Management, Equities, AML, Derivatives, Fund Of Funds, Financial Markets, Structured Products, Emerging Markets, FX Options, Equity Trading, Separately Managed..., Policy, Trading Systems, Relationship Management, Corporate Governance
Education
DeVry University
BS, Management
University of Houston-Downtown 2003 — 2004
Bachelor's degree, Business Management
Seattle Central College
AA, Business
Oracle March 2013 - Present
Oracle June 2008 - April 2013
BEA Systems March 2008 - June 2008
Washington Mutual September 2006 - February 2008
Washington Mutual June 2004 - August 2006
Russell Investment Group April 1996 - January 2004
Russell Investment Group December 1989 - April 1996
Skills
Program Management, Business Intelligence, SDLC, ITIL, Integration, Agile Methodologies, Enterprise Software, Enterprise Architecture, Strategy, IT Strategy, SOA, PMP, Cloud Computing, Data Governance, Data Warehousing, Professional Services, Analytics
Education
The University of Montana - School of Business Administration 1976 — 1981
BS
The Dr. Buff Experience December 1994 - Present
Russell Investment Group July 2000 - June 2008
Personal Training Systems, Inc. December 1994 - August 2007
Skills
Fitness Training, Bodybuilding, Rehabilitation, Fitness, Nutrition, Lifestyle, Exercise Physiology, Wellness, Health, Personal Training, Nutritional Counseling, Wellness Coaching, Strength Training, Conditioning, Weight Training, Sports Nutrition, Corporate Wellness, Athletes, Public Speaking, Kinesiology, Coaching, Healthy Lifestyle, Functional Training, Group Exercise, Competition Coach, Master-of-Ceremonies, Specificity-of-Sport..., Circuit Training, Operant Conditioning, Supplements, Weight, Corporations, Athletics
Education
Pacific Lutheran University 1990 — 1994
Master's Physical Education, Kinesiology, Biomechanics, Exercise Physiology, Sport Nutrition, Sport Psychology, Injury Prevention
A Street Investments January 2010 - Present
Venture51 August 2009 - December 2011
Silver Creek Capital Management January 2007 - March 2009
Russell Investment Group 1996 - 2007
Education
Seattle University 1996 — 1998
MBA, Finance
Texas State University-San Marcos 1988 — 1991
History
Polaris Payroll Consulting June 2010 - December 2011
Polaris Payroll Consulting Inc. June 2009 - June 2010
Self Employed 2007 - 2009
Russell Investments 2005 - 2007
Russell Investment Group 2001 - 2005
Frank Russell Company 1992 - 2001
Skills
Employee Benefits, HRIS, Performance Management, Payroll, Conflict Resolution, Training, Metrics, Vendor Management, Employee Relations, Onboarding, Program Management, Benefits Administration, Leadership, Process Improvement
Education
Pacific Lutheran University 1992 — 1995
BFA, Graphic Design
Clark College 1990 — 1992
Business Administration
Remitly June 2015 - Present
HomeStreet Bank December 2013 - May 2015
BlueStep Finans AB August 2011 - August 2013
Russell Investment Group July 2008 - August 2011
Novellus Capital 2007 - 2008
WaMu 2005 - 2007
JPMorgan Chase 2003 - 2005
Fiserv Securities September 1998 - June 2003
River Horse Brewing Company September 1993 - June 1998
Skills
Portfolio Management, Credit Risk, Capital Markets, Treasury, Finance, Financial Analysis, Financial Modeling, Cash Management, Treasury Management, Risk Management, Corporate Finance, Investments, Structured Finance, Derivatives, Valuation, Private Equity, Fixed Income, ALM, Banking, FX Options, Market Risk, Interest Rate..., Due Diligence, Mergers, Investment Management, Financial Markets, Investment Banking, Financial Services, Financial Risk, Hedging, Asset Management, Financial Structuring, Structured Products, Securitization, Strategic Financial..., Entrepreneurship, Interest Rate Risk..., Liquidity Risk, Mortgage Lending, Corporate FP&A
Education
University of Washington 1990 — 1993
MA, Economics
University of Colorado Boulder 1985 — 1989
BA, Economics
Lunds universitet / Lund University 1987 — 1988
AssetMark December 2014 - Present
AssetMark April 2014 - December 2014
Genworth June 2011 - March 2014
Russell Investment Group June 2008 - September 2008
Skills
Series 7, Mutual Funds, Wealth Management, Investment Management, Investments, Alternative Investments, ETFs, Bonds, Stocks, Finance, Asset Managment, Life Insurance, Series 66, Custodial Services, Practice Management, Salesforce.com, Zephyr, Morningstar, Zephyr Style Advisor, Investment Brokerage, Market Penetration, Investment Consulting, Investment Strategies, Asset Allocation, Portfolio Management, Equities, Securities, Financial Services, CRM, Series 65
Education
Indiana University - Kelley School of Business
Bachelor's Degree
Iowa State University
Vernon Hills High School
Russell Investments September 2013 - Present
Russell Investments January 2001 - Present
Russell Investment Group June 2007 - September 2013
Russell Investments January 2003 - June 2007
Russell Investments January 1993 - December 2000
Education
Seattle University 1993 — 1995
Master's Degree, finance
University of Puget Sound 1987 — 1991
Bachelor's Degree, Economics
Point Defiance Capital Management LLC January 2009 - Present
Kettle Creek Partners, LLC 2004 - 2008
Russell Investment Group 1996 - 2004
Skills
Alternative Investments, Hedge Funds, Money Management
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA
University of Oklahoma 1982 — 1986
BBA
1st Global May 2009 - August 2015
Trusted World 2013 - 2014
Waddell & Reed November 2008 - May 2009
LPL Financial Services December 2006 - September 2008
Russell Investment Group January 2004 - December 2006
WM Group of Funds May 2001 - December 2003
Informed Investors May 1999 - May 2001
Skills
Brand Development, Change Leadership, Strategic Communications, Financial Advisor..., Public Relations, Event Leadership, Market Research, New Business Development, Organizational..., Wealth Management..., Education, Leadership, Strategy, Advertising, Public Speaking, Budgets, Executive Management, Marketing, Marketing Communications, Integrated Marketing, Marketing Strategy, Investments, Financial Services, Corporate Communications, Sales, Organizational..., Start-ups, Sales Operations, CRM, Change Management, Strategic Planning, Management, Mutual Funds, Portfolio Management, Online Advertising, Alternative Investments, Wealth Management, Strategic Financial..., Financial Planning
Education
University of Idaho
BS Public Communication, Marketing, PR, Psychology
Ambassador University
B.A., Music, Theology, Psychology
Norwegian Cruise Line November 2014 - April 2015
Glenn Enterprises Inc. January 2014 - November 2014
Acclaris June 2013 - January 2014
ION Media Networks August 2012 - April 2013
Terenine Technology Solutions March 2011 - August 2012
Del Monte Foods November 2005 - March 2011
Russell Investment Group August 2004 - November 2005
IBM September 1998 - August 2004
National Hockey League June 1998 - September 1998
Buchanan Ingersoll February 1997 - June 1998
Skills
PMO, Program Management, Offshoring, Re-engineering, Business Alignment, Professional Services, International Project..., Customer Relations, Strategic Planning, Outsourcing, IT Strategy, IT Governance, Vendor Management, ITIL, Process Engineering, Business Transformation, Team Building, Negotiation, Operations Management, Management Consulting, Leadership, IT Management, Enterprise Architecture, Project Portfolio..., Business Process..., Disaster Recovery, Cloud Computing, IT Operations, Business Intelligence, Executive Management, Business Process, Business Analysis, IT Outsourcing, PMP, Change Management, Data Center, CRM, Strategic Partnerships, Consulting, SharePoint, Global Delivery, Risk Management, Governance, SaaS, PaaS, IaaS, Cloud Computing IaaS, Enterprise Software, Integration, Cross-functional Team...
Education
The George Washington University 1999 — 2001
Masters
Duquesne University 1985 — 1989
BS
Purdue University
Lean Six Sigma Green Belt Certificate
The George Washington University
Master of PMP
IMS Expert Services October 2010 - Present
National Park Service March 2011 - July 2014
Russell Investments May 2009 - October 2009
Russell Investment Group January 2008 - March 2009
Riseden's Jewelers April 2001 - August 2008
Bank Of New York Mellon 2007 - 2008
Mellon Financial August 2006 - February 2007
Mellon Analytical Solutions November 2004 - July 2006
Russell / Mellon Analytical Services 2001 - 2004
Pierce County Planning and Land Services 1999 - 2001
Skills
Procurement, Strategic Planning, Budgeting, Microsoft Office, Team Building, Negotiation, Process Improvement, Contract Negotiation, Risk Management, Customer Relations, Excel, Business Analysis, Change Management, Analysis, Customer Service, Product Development, Program Management, Research, Vendor Management, Mergers, Problem Solving, PowerPoint, Word, Compliance, Access, Business Strategy, Visio, Outlook, Product Management, Data Analysis, Administration, Documentation, Financial Modeling, Contract Management, Vendor Relations, Financial Analysis, Business Process, Purchasing, Business Process..., Operations Management, Mentoring, Project Planning, Contract Negotiations, Requirements Analysis, Business Planning, Business Management, Cross-functional Team..., Analytics, Telecommunications, New Business Development
Education
Saint Martin's University 2002 — 2006
MBA
Saint Martin's University 1999 — 2001
Bachelor
Saint Martin's University 1999 — 2001
Bachelor
BNY Mellon May 2008 - Present
Russell Investment Group March 2003 - April 2008
Russell Investment Group September 1998 - March 2003
Frank Russell Company November 1993 - February 1996
Frank Russell Company 1993 - 1995
Frank Russell Company October 1991 - February 1993
AXA Equitable February 1989 - October 1991
Skills
Investments, Hedge Funds, Consulting, Financial Services, Portfolio Management, CRM, Asset Allocation, Asset Management, Asset Managment, Equities, Mutual Funds, Investment Management, Alternative Investments, Wealth Management, Fixed Income, Securities, Fund Of Funds, Investment Strategies, Series 7, Bloomberg, Risk Management, ETFs, Investment Advisory, Financial Risk, Pensions, Pension Funds, Capital Markets, Relationship Management, Valuation, Analytics, Institutional..., Market Risk, Performance Attribution, Performance Measurement
Education
CFA Institute 1995 — 1997
Passed Levels I & II, Investments and Securities
The American College 1989 — 1990
CLU, Insurance
University of Washington 1983 — 1987
BA, Business Administration, concentration in Finance
TechPower Solutions Inc. October 2009 - Present
Denali Advanced Integration October 2007 - June 2009
CGI-AMS February 2005 - October 2007
CGI February 2003 - February 2005
Russell Investment Group September 1996 - February 2003
Key Bank of Washington February 1992 - September 1996
Skills
Virtualization, VMware, Windows Server, Routers, Networking, Data Center, Servers, VMware ESX, Active Directory, Operating Systems, Technical Support, Windows, Network Engineering, WAN, vSphere, Hardware, Microsoft Exchange, Enterprise Software, VMware Workstation, Linux, Switches, Microsoft Office, Microsoft SQL Server, VMware View, VM, Storage Area Networks, VMware Certified..., VMware Infrastructure, Zimbra, Hosted Microsoft..., HP Proliant, Windows XP, VDI, SaaS, Office 365
Education
University of Washington 1984 — 1987
BS, Mathematics, Computer Science
Green River Community College 1982 — 1984
AA, Mathematics, Computer Science
Holland America Line 2013 - Present
HDR Engineering, Inc. 2008 - 2013
Russell Investment Group June 2007 - April 2008
Skills
Project Management, PowerPoint, Microsoft Word, SharePoint, Microsoft Excel, Budgets, Sales, Management, Time Management
Education
Western Governors University 2013 — 2015
Master's degree
Central Washington University 2003 — 2008
Bachelor of Business Administration (BBA)
TS Capital, LLC July 2015 - Present
Strategic Capital Alternatives LLC March 2014 - Present
JP Schmick Company March 2009 - March 2014
Monea Investments, LLC May 2013 - February 2014
Madison Park Capital Partners, LLC July 2012 - April 2013
Loring Ward May 2011 - December 2011
Triad Wealth Stewardship LLC June 2010 - April 2011
Russell Investments October 2001 - December 2008
Russell Investment Group March 2000 - October 2001
Accessor Capital Management February 1998 - December 1998
Skills
Asset Allocation, Customer Relations, Public Speaking, Consultative Selling, Employee Relations, Relationship Management, Management, Sales Presentations, Practice Management, Investments, Wealth Management, Mutual Funds, Series 7, Asset Managment, Alternative Investments, Investment Advisory, Portfolio Management, Investment Management, Investment Strategies, Strategic Financial..., Equities, Series 63, Financial Advisory, Retirement Planning, Financial Analysis, Securities, Estate Planning, Hedge Funds, Leadership, Asset Management, Finance, ETFs, Valuation, FINRA, Risk Management, Trading, Financial Planning
Education
Arizona State University 2012 — 2016
Political Economy
Institute of Business and Finance 2010 — 2012
Estate Planning
Cornell University 2009 — 2010
Graduate Certificate, Financial Analysis
Almeda University 1986 — 1997
Bachelors, Business Administration
University of Washington 1983 — 1985
Economics
Highline Community College 1981 — 1982
Associate of Arts and Sciences (A.A.S.), Liberal Studies
McNeely Sisters Creations May 2011 - Present
Emerald Island Studios May 2007 - Present
Washington Dental Service November 2011 - January 2012
Puget Sound Blood Center 2012 - 2012
Russell Investment Group 1999 - 2007
Russell Investments 1995 - 1999
Skills
Market Research
Education
Broward College
None, Business
Russell Investments February 2009 - Present
Russell Investment Group 1998 - 2009
Bogle & Gates, PLLC September 1991 - June 1998
Skills
Corporate Finance, Hedge Funds, Mutual Funds, Securities, Leadership, Investment Management, Alternative Investments, Asset Management, Management, Asset Managment, Equities, Economics, Asset Allocation
Education
New York University School of Law 1988 — 1991
JD, International Business, Corporate Finance
University of Washington 1983 — 1987
Bachelors of Arts, Economics
Global Property Strategies 2007 - Present
AMB Capital Partners (Asia) 2005 - 2007
University of California 2004 - 2005
Russell Investment Group 2001 - 2004
Pacific Real Estate Advisors 1994 - 2000
CBRE / Rees & Associates 1990 - 1994
Metric Realty Advisors 1978 - 1989
Skills
Asset Managment, Investments, Portfolio Management, Capital Markets, Real Estate, Due Diligence, Analysis, Real Estate Transactions, Leadership, Asset Allocation, Investment Properties, Finance, Real Estate Economics, Management, Valuation, Asset Management, Investment Management, Investment Strategies
Education
University of Hawaii at Manoa 1974 — 1974
Graduate Certificate, Urban Planning
University of Hawaii at Manoa 1973 — 1973
MA, Asian Studies
University of Hawaii at Manoa 1971 — 1972
BBA, Hotel and Resort Management
The University of New Mexico 1966 — 1970
BA, History and Political Science
Semester at Sea
Strategic Business Architects June 2006 - Present
Russell Investment Group January 2004 - May 2006
Russell Investment Group January 2003 - January 2004
Russell Investment Group June 1997 - January 2003
University of Washington 1996 - 2001
Access to Wang 1988 - 1998
Russell Investment Group January 1996 - June 1997
Russell Investment Group April 1992 - January 1996
Russell Investment Group April 1990 - April 1992
Syntex 1988 - 1990
Skills
Program Management, Strategy, Business Analysis, Integration, Enterprise Architecture, Business Strategy, Business Process, Start-ups, Governance, Business Transformation, Leadership, Project Portfolio..., Consulting, Management, Business Alignment, Training, PMO, Portfolio Management, Outsourcing, Analysis, IT Strategy, Business Planning, Business Process Design, Architecture, Management Consulting, Executive Management, Cross-functional Team..., Strategic Planning, Business Process..., Visual Communication, Consensus Building, Requirements Gathering, IT Management, Project Management, Process Improvement
Education
Heald Institute of Technology 1982 — 1984
Technical Certificate, Electronics
Pepperdine University 1973 — 1974
Music - Composition/Performance
Arbinger Institute
Campbell High School
One Page Business Plan
Russell Investment Group January 2008 - Present
refinecreative March 1992 - January 2008
AT&T Wireless and Cingular Wireless October 2003 - October 2005
marchFIRST (formerly USWeb/CKS) January 2000 - March 2001
Magi Group Inc. February 1998 - December 2000
Palazzo Intercreative August 1996 - February 1998
Costco Wholesale August 1994 - August 1996
Skills
User Experience, Web Design, Adobe Creative Suite, Information Architecture, Dreamweaver, User Interface Design, Graphic Design, Advertising, Content Management, Digital Marketing, Interaction Design, User Interface, Creative Direction, User-centered Design, Marketing, Usability Testing, Brand Development, Digital Strategy
Education
Art Institute of Seattle 1988 — 1990
AA, Visual communications
Paccar May 2006 - Present
UW Professional & Continuing Education September 1999 - Present
University of Washington January 1999 - Present
Frank Russell January 1996 - April 2004
Russell Investment Group 1996 - 2004
Nordstrom April 1994 - February 1995
Boeing 1988 - 1994
Skills
Testing, Software Quality..., Quality Assurance, User Acceptance Testing, Test Automation, SDLC, Software Documentation, Manual Testing, Regression Testing, Software Testing Life..., Software Development, Requirements..., Test Planning, HP Quality Center Site..., Software Design, Requirements Analysis, Software Project..., Visio, Software Testing..., Scrum, PMO, Automated Software..., Agile Software Testing, Defect Life Cycle, Performance Testing, Requirements Gathering, Visual Basic, Agile Project Management, Waterfall, Teaching - Software..., Software Integration..., Agile Testing, Software Quality Metrics, Software Configuration..., Trainer HP Quality..., Vehicle Diagnostics..., Software Performance..., Portrait Photography, Residential Construction, Vehicle Software Systems, Agile & Waterfall...
Education
University of Washington 1995 — 2012
Computer Systems
City University of Seattle 1990 — 1993
Bachelor of Science, Computer Information Systems
KMS Financial Services, Inc. November 2007 - Present
Purcell Advisory Services, LLC February 2005 - January 2010
Northwestern Mutual Life February 2003 - February 2005
Russell Investment Group December 2000 - January 2003
Skills
Investments, Retirement, 401k, Financial Planning, Retirement Planning, Investment Advisory
Education
Central Washington University 1989 — 1993
BS, Finance
Kel-Tech Plastics March 2014 - Present
Alexander Exhibit November 2013 - December 2013
DaVita August 2011 - August 2013
Russell Investments August 2010 - March 2011
Washington Youth Soccer 2010 - 2010
Various Companies February 2002 - June 2009
Russell Investment Group February 2004 - April 2009
CRG Events February 2001 - April 2001
Michael Ziegler Photography 1999 - 2001
One Reel June 2000 - September 2000
Skills
Project Coordination, Account Management, SharePoint, Event Planning, Project Management, Outlook, Customer Service, Microsoft Office, Program Management, Process Improvement, Event Management, Microsoft Excel, Strategic Planning, Marketing, Leadership, Training, Office Management, Data Analysis, Software Documentation, Teamwork, Problem Solving, Mentoring, Translation, Writing, Strategic Communications, Target Audience, Communication Skills, Time Management, Reporting & Analysis, Confidentiality, Vendor Relationships, Interior Design, Landscape Photography, Purchase Orders, Team Building, Friendly Personality, Compassion, Analytical Skills, Logical Thinker, Thinking Outside The Box, Highly responsible, Follow Through, Document Processing, Invoice Processing, Creative Writing, Creative Problem Solving, Project Planning, Administrative..., Business Development, Public Speaking
Education
Seattle University 1996 — 2001
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Universidad Ibero-Americana Golfo Centro 2000 — 2000
Study Abroad Program, History, Literature, Culture, and Language
Prudential Investments May 2011 - Present
Advisors Asset Management, Inc. April 2009 - April 2011
SEI Investments June 2006 - February 2009
Russell Investment Group July 2003 - June 2006
Hirtle Callaghan & Co. February 2002 - August 2003
Salomon Smith Barney 2001 - 2002
SEI Investments 1996 - 1999
United States Marine Corps 1991 - 1996
Skills
Asset Managment, Asset Management, Business Development, Equities, Financial Advisory, Financial Services, Fixed Income, Investment Management, Investment Strategies, Investments, Management, Mutual Funds, Wealth Management, Strategy, Portfolio Management
Education
Cornell University - S.C. Johnson Graduate School of Management 1999 — 2001
MBA
Hobart and William Smith Colleges 1985 — 1989
BA, Economics
Russell Investments May 2013 - Present
Russell Investments March 2013 - May 2013
Russell Investments June 2009 - February 2013
Russell Investments June 2008 - June 2009
Russell Investment Group June 2007 - August 2007
Russell Investment Group July 2006 - December 2006
Education
DePauw University 2004 — 2008
B.A., Economics
Symetra May 2014 - Present
Independent Contractor August 2013 - May 2014
Rainier Investment Management February 2005 - May 2013
BNY Mellon (formerly Russell/Mellon Analytical Services) January 2000 - February 2005
Russell Investment Group January 1996 - January 2000
Rainier Investment Management 1994 - 1996
Arnerich Massena & Associates 1992 - 1994
Skills
Business Development, SharePoint, Cross-functional Team..., Strategy, Financial Services, Integrated Marketing, Marketing Communications, Marketing, Mutual Funds, Team Management, Investment Management, Market Research, Email Marketing, Social Media Marketing, Department Budgeting, Relationship Management, Building Relationships, CRM
Education
Seattle University 1992 — 1994
MBA, Finance
Michigan State University 1985 — 1990
BA, Business Administration
East Lansing 1980 — 1985
Colonial Life January 2014 - Present
Casto Creations - Elegant Handcrafted Jewelry Designs August 2000 - Present
Aflac January 2010 - December 2013
Russell Investment Group 2005 - April 2010
Russell Investments 2000 - 2005
Skills
Analysis, Microsoft Excel, Microsoft Word, Organization, Insurance, Employee Benefits, Small Business, Marketing, Team Building, Life Insurance, Strategic Planning, Public Speaking, Business Analysis, Program Management, Management, Accident, Term Life Insurance, Disability Insurance, Entrepreneurship, Recruiting, Customer Service, Critical Illness
Education
Washington State University 2000 — 2004
Bachelor of Business Administration, Political Science and Government
South Puget Sound Community College 1996 — 1998
Benefaction Foundation June 2008 - Present
BMO Nesbitt Burns 2006 - 2008
Russell Investment Group January 2006 - July 2006
First Asset Advisory Services 2003 - 2006
Fidelity Investments September 1992 - October 2002
Education
The London School of Economics and Political Science (LSE) 1990 — 1991
M.Sc., Economics
McGill University 1982 — 1985
BA, English
CAGP Advanced Gift Planning Course
Retired from Russell Investments August 1985 - January 2009
Russell Investment Group 1985 - 2009
Russell Investments 1985 - 2009
Russell Investments 1985 - 2009
Russell Investments 1985 - 2009
Skills
Portfolio Optimization, Investment Strategies
Education
University of Washington 1966 — 1975
B.A., M.A., and Ph.D., Political Science (Methodology and World Politics)
Highline College 1958 — 1961
aa
LTC Financial Partners August 2011 - April 2013
LTC Financial Partners April 2009 - April 2012
LTC Financial Partners April 2009 - October 2009
RBC Dain Rauscher August 2006 - September 2008
Russell Investment Group January 2003 - November 2004
Safeco 2001 - 2003
Safeco 1999 - 2001
Capital Planning Corporation 1993 - 1998
Skills
Series 7, Long-term Care, Disability Insurance, Marketing Strategy, Corporate Communications, Fixed Annuities, Retirement, Insurance, Retirement Planning, Mutual Funds, Employee Benefits, Health Insurance, Life Insurance, Strategic Financial..., Investments, Marketing, Long Term Care Insurance, Strategy, Business Development, Sales, Term Life Insurance, Leadership, Training, Business Planning, Entrepreneurship, Financial Planning, Management, CRM, Strategic Planning, Project Management, Sales Management
Education
Rollins College
BA, Studio Art & Design
Emory University July 2011 - Present
Heidelberg University July 2009 - June 2011
Heidelberg University July 2009 - June 2011
Heidelberg University May 2010 - August 2010
University of North Carolina at Chapel Hill May 2009 - July 2009
Russell Investment Group May 2007 - August 2007
Skills
Student Services, Residence Life, Orientation, Event Planning, Higher Education, Student Affairs, Student Leadership, Volunteer Management, Event Management, Leadership, Student Development, Research, Facebook, Student Engagement, Training, Staff Development, Time Management, Curriculum Design, Student Conduct, Program Development, Recruiting, Leadership Development, Fundraising, New Hire Orientations, Program Management, Career Counseling, Career Development, Conflict Resolution, Technology Needs..., Community Outreach, Program Evaluation, Admissions, Academic Advising, Resume Writing, Microsoft Word, Management, Administration, Data Analysis, Student Activities, Student Counseling, Workshop Facilitation, Higher Education..., Grant Writing, Academia, Campus, Social Justice, Critical Thinking, Coaching, Teaching, Community Service
Education
Bowling Green State University 2009 — 2011
Master of Arts (M.A.), College Student Personnel
University of South Carolina-Columbia 2005 — 2010
B.A., Public Relations and Business Adminstration
Sound Physicians March 2010 - Present
UnitedHealthcare March 2006 - March 2010
Russell Investment Group January 1999 - March 2006
Russell Investment Group January 1999 - March 2006
Boeing Company July 1989 - January 1999
Skills
Data Analysis, Microsoft Excel, Administrative..., PowerPoint, Microsoft Word, Microsoft Office, SharePoint, Event Planning, Access, Salesforce.com, Coaching, Windows, Account Reconciliation, Outlook, Databases, Healthcare, Training, Management, Strategic Planning, Analysis, Sales, Process Improvement, Human Resources, Marketing, Leadership, Software Documentation
Education
Bellevue Community College
Business Admin
Clover Park Voc/Tech
Accounting
Edmonds Community College
Business Admin
Graduate, Spanaway Lake High School
Liberty Mutual Insurance April 2015 - Present
TRiB Consulting Services March 2006 - Present
One World Consulting Group June 2013 - Present
Enstar Group, LTD April 2012 - April 2015
SeaBright Insurance Company August 2009 - March 2012
Microsoft March 2009 - July 2009
Sound Transit October 2008 - March 2009
Microsoft June 2007 - September 2008
Russell Investment Group March 2006 - June 2007
Skills
SDLC, Software Project..., Senior Program..., Full SDLC, Business Intelligence, Analysis Services, PMP, Process Improvement, Program Management, Project Portfolio..., Business Process..., IT Strategy, Corporate Communications, Strategic Planning, Vendor Management, Continuous Improvement, Change Management, Enterprise Architecture, Leadership, Project Management, Management, Cross-functional Team..., Budgets, Integration, Business Analysis, Requirements Analysis, PMO
Education
Project Management Institute
PMP, Project Management Professional
Seattle University
MBA, Finance
University of Utah
BS, Political Science
Eventive Marketing May 2011 - Present
NYC Department of Parks & Recreation May 2011 - Present
Solidesign / Scott Solberg Photography July 2008 - February 2014
United Nations Postal Administration September 2010 - May 2011
Nature's Best May 2008 - May 2009
Focus 360 December 2003 - May 2008
Russell Investment Group January 2003 - September 2003
Publicis 2002 - 2002
R+M 2000 - 2001
hawkeye 1996 - 2000
Skills
Illustrator, Photoshop, Dreamweaver, ActionScript, Maya, JavaScript, Graphic Design, Adobe Creative Suite, InDesign, Illustration, Photography, Art Direction, Web Design, QuarkXPress, Graphics, User Experience, User Interface Design, Flash, Brochures, Advertising, Corporate Identity, Art, Copywriting, Logo Design, Animation, Posters, Mac, WordPress, Direct Mail, Creative Direction
Education
University of California, Los Angeles 1990 — 1993
Bachelor of Arts Degree, Design
Mt. San Jacinto Community College District 2009 — 2010
Certificate, Website Design, 4.0
Peidmont Community College 1998 — 1998
Acting for Television
Orange Coast College 1995 — 1996
Acting
Saddleback College 1988 — 1995
AA, Transfer to UCLA & creative writing
Irvine Valley College 1988 — 1994
AA, Transfer to UCLA & photography after college
Irvine High school 1984 — 1988
DePaul University August 2012 - Present
Catholic Relief Services May 2010 - August 2010
Russell Investment Group June 2007 - August 2007
Skills
Research, Economics
Education
University of Notre Dame 2007 — 2012
PhD, Economics
University of Notre Dame 2007 — 2008
MA, Economics
University of Washington 2003 — 2007
BS, Economics
Aoyama Gakuin University 2005 — 2006
N/A, Study Abroad
IAC / InterActiveCorp - About.com December 2010 - Present
Bluebird Press June 2009 - Present
Insight Education Group, Inc. February 2013 - December 2013
Russell Investment Group September 2004 - April 2009
Eastern Washington University September 2002 - June 2003
Skills
Market Research, Copywriting, Editing, Blogging, Strategy, Marketing, Social Media, Content Management, Social Networking, SEO, Content Strategy, Research, Business Development, Proposal Writing, Digital Marketing, Social Media Marketing, Marketing Strategy, Public Relations, Online Marketing, Marketing Research, Management, Newsletters, Integrated Marketing, Online Advertising, Marketing Communications, Email Marketing, Web Content, Cross-functional Team..., Program Management, Analysis, Content Development, Fundraising, Digital Media, Web Analytics, Strategic Partnerships, Google Analytics, Grant Writing, Grant Administration, Grant Preparation, Digital Strategy, Editorial, Publishing, New Media, Copy Editing, Web Content Management, Press Releases, Corporate Communications, Strategic Communications, Creative Writing, Facebook
Education
University of Washington, Michael G. Foster School of Business 2002 — 2004
MBA, Business Administration
Saint Martin's College
MEd, Education, Computer Technology
San Jose State University
BA, Psychology, Anthropology, Sociology, Education
University of Washington
Doctor of Education (Ed.D.), Ed. Leadership & Policy Studies, Special Ed., Public Affairs
Ferguson Family Office January 2012 - Present
Virid Capital Management December 2009 - January 2012
New Energy Fund, LP June 2006 - May 2009
Hanover Square Associates January 1997 - June 2003
Equinox Capital Management LLC 1990 - 1991
Russell Investment Group 1985 - 1988
Merrill Lynch January 1982 - January 1985
Skills
Business Turnaround, Investments, Change Management, Venture Capital, Private Equity, Start-ups, Mergers, Restructuring, Management, Finance, Asset Allocation, Alternative Investments, Renewable Energy, Asset Management, Equities, Portfolio Management, Capital Markets, Valuation, Due Diligence, Financial Analysis, Financial Modeling, Securities, Hedge Funds, Emerging Markets, Fixed Income, Mutual Funds, Mergers & Acquisitions, Trading, Corporate Development, Insolvency
Education
University of Michigan - Stephen M. Ross School of Business 1979 — 1981
MBA, Finance
Princeton University 1974 — 1978
BA, Music
Garrett Investment Advisors dba Kulig Financial Advisors January 2012 - Present
Christian Brothers Investment Service, Inc. 2009 - Present
Kulig Consulting, LLC May 2008 - January 2012
Blue Heron Consulting, LLC January 2000 - May 2008
Russell Investment Group November 1985 - December 2000
Office of the Comptroller of the Currency August 1981 - October 1985
Skills
Portfolio Management, Investment Strategies, Investments, Investment Management, Equities, Asset Management, Finance, Alternative Investments, Asset Allocation, Hedge Funds
Education
Northwestern University - Kellogg School of Management 2010 — 2010
Director Development coursework, Women's Director Development Program
Whitman College 1977 — 1981
B.A., Economics
Russell Investments May 2014 - Present
Russell Investments December 2011 - May 2014
Russell Investments October 2009 - January 2012
Russell Investments June 2006 - October 2009
Russell Investment Group August 2004 - June 2006
Skills
ITIL, Performance Measurement, Vendor Management, Business Analysis, SharePoint, Disaster Recovery, IT Service Management, Change Management, Outsourcing, Microsoft SQL Server, IT Strategy, Virtualization, Strategic Planning, Enterprise Architecture, Data Center, SDLC, Windows Server, Team Leadership, Management, Product Management, Service Delivery, Leadership, Infrastructure, IT Management, IT Operations, Service Management, Information Technology, Integration, Consulting, CRM, Cloud Computing, Solution Architecture, Business Intelligence, Incident Management, Project Portfolio..., Project Delivery, Business Process..., Security, PMP, System Deployment, Business Process, Governance, Enterprise Software, IT Outsourcing, Software Project..., Requirements Analysis, Microsoft Technologies, Business Continuity, Problem Management
Education
Strayer University (VA) 1996 — 2001
Bachelor's of Science, Computer Information Systems
University of North Carolina at Chapel Hill 1982 — 1983
Pre-Medicine/Pre-Medical Studies
CT Capital LLC January 2007 - Present
CRT Capital Group January 2006 - October 2006
Russell Investment Group November 1989 - April 2004
Societe Generale November 1986 - October 1989
PricewaterhouseCoopers November 1983 - August 1986
Skills
Portfolio Management, Equities, Investments, Valuation, Investment Management, Investment Strategies, Institutional..., Managerial Finance, Credit Analysis, Capital, Cash Flow, Equity Capital Markets
Education
Australian Graduate School of Management 1988 — 1989
MBA, Finance and Statistics
University of Sydney 1983 — 1986
BEc (Hons.), Economics and Accounting
Cortina Asset Management July 2012 - Present
Russell Investment Group May 2007 - June 2012
Skills
Investments, Series 7, Mutual Funds, Asset Allocation, Equities, Hedge Funds, Investment Advisory, Asset Managment, Portfolio Management, Alternative Investments, Asset Management, Retirement Planning, Wealth Management, Investment Management, Fixed Income, Series 63
Education
Marquette University
B.S. - Business Administration, Finance/Marketing
Pewaukee High School
Experian MicroAnalytics February 2013 - October 2014
Iteso Initiatives March 2009 - February 2013
mBank March 2012 - January 2013
Yunus Fund Monaco / Monaco Social Business April 2010 - May 2011
BiD Network Foundation May 2009 - April 2010
Oikocredit Mexico February 2008 - June 2008
Russell Investment Group September 2004 - August 2007
State Street Global Advisors August 2002 - August 2004
Motorola SPS September 1999 - September 2000
Skills
Microfinance, Start-ups, Social Entrepreneurship, Strategy, Social Enterprise, Emerging Markets, Entrepreneurship, Asset Management, Banking, Investments, Project Management, Sustainable Development, Venture Capital, Business Analysis, Management Consulting, Finance, Strategic Consulting, Non-profits, Portfolio Management, Nonprofits, Strategic Planning, Social Business, Asset Managment, Consulting, mobile banking, IT, Negotiation, Communication, Social Media Blogging, Social Media...
Education
The Boulder Institute of Microfinance 2009 — 2009
Microfinance
University of Exeter 2000 — 2001
Masters
Cardiff University / Prifysgol Caerdydd 1996 — 1999
BSc.Econ (Hons)
AlbertIer 1993 — 1996
French Baccalaureate
Investment Planners, Inc. -- IPI Wealth Management, Inc. May 2009 - Present
Russell Investment Group November 2004 - May 2009
Russell Investments 2004 - March 2006
Sun Life Financial 2000 - 2005
Everen 1998 - 2000
Highland Investment Advisory 1990 - 1995
Education
DePaul University 1988 — 1991
Finance
Illinois State University
Finance and Financial Management Services
21Cellars July 2003 - Present
Russell Investment Group June 1995 - November 2008
Self Employed September 1991 - June 1995
JET Program July 1989 - August 1991
Education
Heriot-Watt University 1997 — 1999
MBA, Business
Whitman College 1985 — 1989
BA, Economics
GHHS
WSU
Brady Corporation June 2013 - Present
Brady Corporation January 2011 - Present
Brady Corporation October 2011 - June 2013
Brady Corporation July 2009 - October 2011
Brady Corporation January 2009 - July 2009
Brady Corporation July 2008 - January 2009
Russell Investment Group January 2008 - June 2008
A.G. Edwards August 2007 - January 2008
Skills
Hyperion Enterprise, Financial Modeling, Accounting, Variance Analysis, Consolidation, Finance, SAP, SAP BW, Budgets, Corporate Finance, Analysis, Financial Statements, Financial Analysis, Process Improvement, Tax, Hyperion Planning, Internal Audit, Forecasting, Account Reconciliation, Financial Reporting, Managerial Finance, Financial Audits, Hyperion
Education
Marquette University 2004 — 2008
Bachelor of Science, Finance and Marketing
Moss Adams LLP September 2015 - Present
Curtis Consulting Group May 2014 - Present
Curtis Consulting Group August 2004 - May 2014
PATH 2012 - 2013
Russell Investment Group 2007 - 2008
WaMu 2005 - 2006
Deloitte Consulting 1993 - 2004
Skills
Management Consulting, Business Process..., PMO, IT Strategy, Program Management, Business Analysis, Business Intelligence, SDLC, Business Process, Project Management, Management, Software Project..., Process Improvement, Consulting
Education
Boston University 1987 — 1990
Bachelor of Arts (B.A.), Economics
Boston University - School of Management 1987 — 1990
Bachelor of Science (BS), Business Administration
National Talent Finder April 2013 - Present
Pivot Point Consulting, LLC 2015 - Present
Seattle Cancer Care Alliance December 2011 - February 2014
Ft. Lewis December 2009 - June 2010
Franciscan Health Care May 2009 - October 2009
Russell Investment Group December 2006 - April 2009
Brooklake Christian School October 2006 - December 2006
World Vision March 2006 - October 2006
Skills
Accounts Payable, Medical Billing, Training, Management, Software Documentation, Customer Service, Healthcare Information..., Healthcare, HIPAA, Human Resources, Microsoft Office, Staffing Services
Education
Green River Community College 2003 — 2004
M.A.A
Fife High School 1998 — 2001
Certificate, Medical Office Assistant/Specialist
Nike July 2014 - Present
Barclays Capital June 2011 - June 2014
The White House January 2010 - April 2010
Russell Investment Group October 2007 - June 2008
Attorney General's Office of Washington State March 2007 - October 2007
Skills
Valuation, Investment Banking, Financial Modeling, DCF, LBO
Education
University of Washington, Michael G. Foster School of Business 2007 — 2011
Bachelor of Arts in Business Administration, Finance, Accounting
Seattle University 2006 — 2007
Bachelor of Arts, Humanities
Seattle Preparatory School 2003 — 2006
HS Diploma
JPMorgan Chase November 2012 - Present
Russell Investments July 2011 - November 2012
Russell Investments January 2011 - July 2011
Russell Investment Group May 2009 - January 2011
McKinsey & Company October 2004 - December 2009
California Institute of Technology September 2002 - September 2004
Skills
Asset Managment, Financial Services, Personnel Management, Cost Management, Management Consulting, Financial Modeling, Strategy, Business Strategy, Corporate Development, Due Diligence, Emerging Markets, Private Equity, Cross-functional Team..., Organizational Design, Analytics, Asset Management, Investment Strategies, Business Development, Portfolio Management, Business Transformation, Management
Education
University of Connecticut 1997 — 2002
Ph.D., Physics
Ternopil State 'Ivan Pul'uj' Technical University 1992 — 1997
Master's degree, Electrical and Electronics Engineering
MultiCare Health System January 2010 - Present
University of Washington October 2008 - December 2009
Russell Investment Group March 2006 - September 2008
Northwest Renal Network January 2000 - September 2006
x 1985 - 1999
Skills
Vendor Management, Team Building, PMO, Software Project..., Program Management, Project Portfolio..., Negotiation, Business Analysis, SDLC, Visio, Business Process..., PMP, Information Technology, Healthcare Information..., SharePoint, Software Documentation
Education
American InterContinental University 2005 — 2006
MBA
American InterContinental University 2003 — 2004
BS
Starbucks Coffee Company August 2013 - August 2014
FILTER LLC March 2012 - May 2013
AIGA Seattle July 2010 - June 2012
Russell Investment Group April 2008 - March 2012
Worktank January 2007 - April 2008
Belyea February 2005 - May 2006
Icograda 2006 - 2006
Horton Lantz & Low July 2004 - September 2004
Hydrogen 2003 - 2003
Weber Marketing Group 2003 - 2003
Skills
Advertising, Graphic Design, Marketing, Project Management, Integrated Marketing, Web Development, Management, Adobe Creative Suite, Marketing Communications, Budgets, Digital Media, Leadership, Cross-functional Team..., Corporate Branding, Brand Development
Education
Seattle Central Community College 1986 — 1989
Associate of Arts and Sciences (AAS), Advertising Art
Russell Investments November 2010 - Present
Wurts & Associates September 2008 - November 2010
Morgan Stanley June 2007 - July 2008
Russell Investment Group June 2006 - June 2007
Skills
Investment Management, Chartered Financial..., Microsoft Excel, Factset, Valuation, Capital Markets, Leadership, Equities, Financial Modeling, Portfolio Management, Analysis, Fixed Income
Education
Seattle University 2004 — 2008
Bachelor of Arts in Business Administration, Finance, 3.96
Russell Investment Group April 2010 - Present
Sierra Systems February 2008 - April 2010
Microsoft April 2007 - February 2008
TransFirst October 2006 - April 2007
Infosys 2006 - 2006
Siemens Information Systems Ltd 2004 - 2006
Wipro Technologies 2002 - 2004
QIS College of Engineering And Technology May 2001 - November 2002
Skills
SDLC, Agile Methodologies, SOA, Software Project..., Scrum, Solution Architecture, Enterprise Architecture, SOAP, Requirements Gathering, Web Services
Education
Andhra University 1997 — 2001
B.Tech, Computer Sciense and Engineering
Invesco April 2010 - Present
John Hancock Life Insurance Company (U.S.A.) April 2009 - April 2010
Russell Investment Group June 2008 - October 2008
Claymore Securities June 2005 - June 2008
CH Robinson 2004 - 2005
Nuveen Investments May 2003 - August 2003
Skills
Series 7, Investments
Education
Miami University 1999 — 2003
Business, Finance
Catherine Rivers Leadership by Design January 2015 - Present
Big Horse Dreams, Inc. March 2010 - Present
Burg Rivers Life and Business Coaching May 2004 - July 2010
Rivers Warmbloods April 2001 - March 2010
Project Management Institute - Olympia Chapter June 2007 - May 2008
Accomplishment Coaching 2004 - 2007
Russell Investment Group June 2002 - August 2004
Frank Russell Company 1996 - 2004
Employment Security Department 1985 - 1996
Skills
Coaching, Public Speaking, Strategic Planning, Executive Coaching, Team Building, Leadership Development, Event Planning, Training, Social Media, Change Management, Non-profits, Organizational..., Marketing, Team Leadership, Small Business, Nonprofits, Leadership, Marketing Communications, Personal Development, Fundraising, Program Management, Business Development, Management, Business Coaching, Consulting, Project Management, Entrepreneurship, Time Management, Budgets, Workshop Facilitation, Career Counseling, Strategy, Teaching, Life Coaching, Start-ups, Management Consulting, Conflict Resolution, Staff Development, Social Networking, Event Management, Emotional Intelligence, Horses, Public Relations, Career Development, Work Life Balance, NLP, Lifestyle Coaching, Motivational Speaking, Executive Development, Personal Branding
Education
Accomplishment Coaching 2004 — 2005
CPC
Accomplishment Coaching 2004 — 2005
CPC
The Evergreen State College 1973 — 1977
BA
AssureStart March 2014 - Present
ShareBuilder June 2013 - February 2014
InfoReliance January 2013 - April 2013
Vangent, A General Dynamics Company June 2011 - January 2013
HHJ Construction, Inc./HHJ Architects, PLLC. 2005 - 2012
317 Interactive March 2003 - June 2011
Knowledge Anywhere April 2009 - May 2011
The Lux Group, Inc. March 2008 - November 2008
Logicalis, Inc. February 1999 - August 2007
Russell Investment Group 2006 - 2007
Skills
Project Management, Information Technology, Consulting, Technical Documentation, Project Coordination, Custom Software, Cloud Computing, Program Management, SDLC, Integration, Enterprise Architecture, SharePoint, Microsoft SQL Server, Vendor Management, Scrum, Agile Methodologies, XML, Web Design, Applications..., Business Process, Management
Education
Pacific Lutheran University 1994 — 1996
BS
Allianz Global Investors August 2005 - Present
Allianz Global Investors January 2008 - January 2012
Allianz Global Investors August 2005 - January 2008
Cingular Wireless March 2005 - August 2005
Russell Investment Group March 2004 - October 2004
Rigel Capital Management August 2003 - March 2004
Nicholas Applegate September 1999 - September 2002
Skills
Investments, Portfolio Management, Finance, Asset Management, Investment Strategies, Mutual Funds, Financial Analysis, Financial Markets, Management, Leadership, Equities, Market Research, Equity Research, Alternative Investments, Financial Services, Economics, Investment Management, Hedge Funds, Financial Modeling, Business Development, Asset Allocation, Fixed Income, Equity Valuation, Bloomberg, Capital Markets, Economic Forecasting, Series 7, Forecasting, Marketing Communications, Wealth Management, Microsoft Excel, Trading, Emerging Markets, ETFs, Investor Relations, Series 63, Bonds, Securities, Analysis, Business Writing, Editing, Valuation, Investment Advisory, International Finance, Performance Measurement, Factset, Investment Commentary, Strategic Communications, financial writing
Education
University of Washington, Michael G. Foster School of Business 2002 — 2004
MBA, Business
The University of Montana - School of Business Administration 1994 — 1998
Bachelor of Science, Management; International Business
Western Illinois University 1992 — 1993
Benet Academy 1988 — 1992
Aether Investment Partners, LLC June 2014 - Present
Aether Investment Partners, LLC January 2010 - July 2012
BlackRock October 2007 - December 2009
Quellos Group, LLC August 2006 - September 2007
Russell Investment Group June 2005 - August 2005
Piper Jaffray September 2004 - December 2004
Skills
Water, Energy Industry, Agriculture, Timber, Private Equity, Fund Of Funds, Valuation, Financial Modeling, Asset Managment, Due Diligence, Investment Management, Mining, Natural Resources, Oil/Gas
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Gonzaga University 2003 — 2006
Business Administration, Finance, Entrepreneurship
Boeing November 2013 - Present
Boeing November 2012 - November 2013
The Boeing Company September 2010 - November 2012
Advaiya November 2009 - April 2010
Washington Federal June 2008 - June 2009
Axion Group Inc December 2007 - January 2009
Microsoft June 2007 - September 2007
Starbucks Coffee Company July 2006 - October 2006
Food Services of America April 2006 - May 2006
Russell Investment Group June 2005 - September 2005
Skills
Cross-functional Team..., Strategy, Project Management, Program Management, Analysis, Risk Management, Management, Process Improvement, CRM, Leadership, Access, Negotiation, Digital Marketing, SharePoint, Product Development, Budgets, Project Planning, Lean Manufacturing, Business Process, Product Management, Business Analysis, Data Analysis, Forecasting, Training, Account Management, Marketing, Sales, Software Documentation, Quality Assurance
Education
Embry-Riddle Aeronautical University 2012 — 2014
Master of Aeronautical Science, Aviation / Aerospace Management
Seattle University 2004 — 2008
Bachelor of Arts, Business Administration; Finance
PATH September 2014 - Present
Russell Investments September 2010 - September 2014
Russell Investments November 2009 - September 2010
Russell Investments May 2007 - November 2009
GE Security 2005 - 2007
GE Healthcare 2004 - 2005
GE Healthcare 2002 - 2004
Medscape/MedicaLogic 2000 - 2002
Teledesic 1999 - 2000
Russell Investment Group 1994 - 1999
Skills
Process Improvement, Strategy, Six Sigma, Cross-functional Team..., Competitive Analysis, Product Management, Strategic Planning, Business Analysis, Program Management, Change Management, Marketing Strategy, Investor Relations, Lean Transformation, Mergers & Acquisitions, Project Management, Management, Marketing, Leadership, Training
Education
University of Washington, Michael G. Foster School of Business 1996 — 1998
MBA
Harvard Business School Executive Education
Creating Shared Value
University of Oregon
BS, Journalism/Public Relations
University of Washington April 2010 - Present
University of Washington January 2006 - April 2010
Russell Investment Group 2005 - 2006
University of Puget Sound September 1998 - February 2004
Skills
Program Management, Project Management, Public Speaking, Leadership, Marketing, Strategic Planning, Social Media, Program Development, Volunteer Management, Event Planning, Research, Budgets, Higher Education, Nonprofits, Community Outreach, Microsoft Office, Microsoft Excel
Education
University of Washington 2007 — 2008
Executive Development Program
University of Puget Sound 2000 — 2002
Master of Education
Central Washington University 1992 — 1997
B.A.
Universite de Savoie, Chambery 1995 — 1996
exchange
IHS March 2015 - Present
IHS December 2012 - March 2015
Halliburton May 2008 - December 2012
PROS Revenue Management September 2007 - May 2008
Russell Investment Group June 2006 - September 2007
Russell Investment Group February 2000 - June 2006
Mission Foods Corporation September 1998 - February 2000
Quaker State Corporation December 1995 - September 1998
First American Real Estate Information Services, Inc. February 1994 - December 1995
AST Research, Inc. March 1993 - February 1994
Skills
Information Architecture, User-centered Design, Interaction Design, Mobile Interaction..., Usability Testing, Wireframes, Axure, Persona, User Interface, Agile Methodologies, CMS, Mobile Applications, Mobile Devices, Requirements Gathering, Usability, User Experience, User Experience Design, User Interface Design, User Research, Visual Design, Web Applications
Education
Sam Houston State University 1986 — 1990
BA, Photography
Human Factors International
Certified Usability Analyst, (CUA)
The Hartman Group August 2015 - Present
The Hartman Group September 2013 - August 2015
The Hartman Group May 2011 - September 2013
University of Washington, Michael G. Foster School of Business September 2009 - June 2011
Kotter International June 2010 - December 2010
Google July 2008 - August 2009
Russell Investment Group December 2004 - July 2008
Skills
Quantitative Analytics, Qualitative Research, Competitive Analysis, Market Research, Social Media Marketing, Web Analytics, Public Relations, Social Media, Marketing Research, Strategy, Data Analysis, Analytics, Marketing, Segmentation, Customer Insight, Entrepreneurship, Market Analysis, Proposal Writing, Consumer Behaviour, Consulting, Marketing Strategy, Business Strategy, Project Management
Education
University of Washington, Michael G. Foster School of Business 2009 — 2011
MBA, Marketing
London School of Economics and Political Science 2003 — 2004
MSc (with Merit), Comparative Politics
University of St. Andrews 1998 — 2002
Master of Arts (with Honours), International Relations and Spanish
Universitat Pompeu Fabra 2001 — 2001
Spanish
Brooks, Hughes & Jones March 2008 - Present
Russell Investment Group May 2004 - July 2007
Fremont Investment Advisors 1993 - 2002
Education
San Francisco State University 1989 — 1992
MBA, Marketing
San Jose State University 1978 — 1983
Russell Investments October 2009 - Present
Russell Investment Group January 2006 - October 2009
IdentityMine September 2004 - December 2005
Aditi Technologies March 2004 - September 2004
Aventail October 1999 - January 2004
Corporate Express March 1997 - October 1999
Washington Army National Guard December 1991 - December 1997
Skills
Testing, Agile Methodologies, Windows Server, Laboratory, SQL Server Management..., Unix, Microsoft SQL Server, .NET, Data Warehousing, Linux, Quality Assurance, Software Quality...
Education
City University of Seattle 2007 — 2009
Bachelor, Computer Systems - Database Managment
The Research Advantage January 1995 - Present
TouchstoneSearch 2005 - Present
ParkingCarma 2004 - 2006
SEI Investments March 1990 - April 1995
Russell Investment Group August 1980 - March 1990
Frank Russell International, London, England 1980 - 1990
Citi Group May 1976 - July 1980
United States Navy August 1968 - August 1972
Skills
Strategy, Investments, Management, Finance, Mutual Funds, Investment Strategies, Forecasting, Research, Alternative Investments, Asset Allocation, Asset Management, Investment Management, Equities, Software Documentation, Portfolio Management
Education
Tulane University - A.B. Freeman School of Business 1973 — 1976
MBA, Finance
Tulane University Law School 1972 — 1976
JD, Law
Louisiana State University 1963 — 1968
B.S., Industrial Technology, Business
Russell Investment Group Marketing SpecialistRussell Investments2001 - Present
Skills
Microsoft Office, Asset Management, Financial Services
Education
Olympic College 1999 — 2001
Russell Investment Group December 1997 - Present
Russell Investments 1997 - Present
Gargoyles Inc. 1995 - 1997
Skills
SalesLogix CRM..., Crystal Reports, SQL, Microsoft SQL Server, Microsoft Dynamics, Vinyard Soft Knowledge..., Project Management, Vendor Management, Institutional..., Qualified Retirement..., Business Analysis, Visio, CRM, Relationship Management, Investment Management
Education
Bellevue College
Jana Bourne December 2010 - Present
Russell Investments April 2009 - December 2010
Russell Investment Group March 2001 - April 2009
Russell Investments April 1998 - April 2001
Skills
Creative Writing, Copy Editing, Editing, Web Content, Publications, Proofreading, Copywriting, Journalism, Editorial, WordPress, Newsletters, Blogging, Storytelling, Feature Articles, Content Strategy, Writing
Education
Goddard College 2007 — 2009
Master of Fine Arts, Creative Writing
University of Oregon
Bachelor of Science, Journalism
Russell Investment Group April 1988 - Present
Bogle & Gates September 1983 - April 1988
Skills
Investment Management, Investments, Alternative Investments, Asset Managment, Mutual Funds
Education
Montana State University-Bozeman 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Soul Art by Stacey November 2014 - Present
Regla De Oro September 2014 - Present
Starbucks November 2013 - Present
Transform UCC Campus Ministry June 2013 - April 2014
First Congregational Church of Minnesota, UCC August 2011 - June 2013
First Congregational Church of Willmette, UCC September 2009 - May 2011
Dickens Carolers, Seattle August 2004 - December 2007
Russell Investment Group April 2001 - October 2007
Lakewood Playhouse August 2005 - November 2005
Taproot Theatre Company 2000 - 2002
Skills
Community Outreach, Nonprofits, Volunteer Management, Leadership Development, Social Media, Creative Writing, Teaching, Public Speaking, Preaching, Pastoral Care, Spiritual Direction, Leadership, Music, Religion, Religious Studies, Microsoft Office, Worship, Social Justice, Editing, Theology, Church Events, Grant Writing, Visual Arts, Theatre, Singing, Administration, Community Organizing, Spiritual Formation, Non-profits, Art, Choral, Musically Proficient, Theatre Director
Education
Garrett-Evangelical Theological Seminary 2008 — 2011
MDiv, Concentration: Spiritual Formation, 3.93
University of Redlands 1990 — 1994
Bachelor of Arts (BA), Music: Vocal Performance & Theatre, Narrative Evaluations
Russell Investment Group Manager, US OperationsRussell Investments2007 - Present
Education
Pacific Lutheran University 1988 — 1992
Wellington Management Company January 2012 - Present
Russell Investment Group November 2007 - December 2011
Prudential Securities October 1998 - July 2003
Lehman Brothers August 1997 - October 1998
Goldman Sachs July 1992 - July 1995
Skills
Financial Modeling, Investment Management, Hedge Funds, Alternative Investments, Equity Research, Asset Allocation, Investment Strategies, Equities, Asset Managment, Portfolio Management, Private Equity, Bloomberg, Investments, Valuation, Asset Management
Education
Northwestern University - Kellogg School of Management 1995 — 1997
Smith College 1986 — 1990
Russell Investment Group March 2006 - Present
OFI Institutional Asset Management 2003 - 2006
Global Distribution Strategies 1999 - 2003
Skills
Investments, Asset Allocation, Mutual Funds, Portfolio Management, Alternative Investments, Investment Strategies, Trading, Investment Management, Series 63, Hedge Funds, Asset Management, Series 7, Equities, Pension Funds, Fixed Income, Wealth Management, Investment Advisory
Education
Furman University 1996 — 2000
Business Administration, Finance
Russell Investment Group December 2008 - Present
Weyerhaeuser Company April 2005 - December 2008
PricewaterhouseCoopers 1994 - 2005
PricewaterhouseCoopers 1994 - 2005
Skills
Internal Controls, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Accounting, Auditing, SEC filings, Forecasting, GAAP, Financial Modeling, Financial Accounting, CPA, Consolidation
Education
Brigham Young University 1990 — 1994
Ibbotson Associates January 2014 - Present
R.V. Kuhns & Associates May 2009 - January 2014
Moss Adams LLP December 2006 - May 2009
Russell Investment Group March 2005 - November 2006
Skills
Investments, Financial Modeling, Portfolio Management, Asset Allocation, Valuation, Asset Managment, Financial Analysis, Equities, Investment Strategies, Hedge Funds, Private Equity, Fixed Income, Financial Services, Asset Management, Alternative Investments, Finance
Education
Seattle University 2001 — 2005
BABA, Finance
Jobr, Inc. September 2014 - Present
Iron House Real Estate June 2013 - December 2013
NearYu December 2010 - November 2011
Google January 2010 - October 2010
Google June 2007 - January 2010
Google June 2006 - June 2007
Google October 2005 - May 2006
Russell Investment Group June 2004 - September 2004
Skills
Business Development, Start-ups, E-commerce, Sales Operations, Product Development, Digital Media, Mobile Technology, Business Strategy, Business Planning, Financial Modeling, Equity Valuation, Due Diligence, Investment Management, Real Estate Economics, Investment Properties, Real Estate Development, Financial Analysis, Business Operations, Sales Management, International Business..., Product Management, Product Marketing, Online Advertising, Web Analytics, Macroeconomics, Salesforce.com, Market Research, Entrepreneurship, Analytics, CRM, Lead Generation, Sales, Venture Capital, Strategic Partnerships
Education
UCLA 2012 — 2014
Master of Business Administration (MBA), Real Estate, Finance & Entrepreneurship, Class of 2014
Santa Clara University 2001 — 2005
Bachelor of Science in Commerce, Finance
AGF Investments March 2010 - March 2013
AGF Management Limited February 2007 - March 2010
Russell Investment Group 2002 - 2006
Skills
Mutual Funds, Asset Management, Wealth Management, Investments, Financial Services, Marketing Communications, Corporate Communications, Corporate Branding, Product Marketing, Team Management, Cross-functional Team..., Marketing, Investment Strategies, Investment Management
Education
Concordia University 1998 — 2001
Bachelor of Commerce (B.Com.)
Russell Investment Group Finance ManagerRussell Investment Group1998 - 2006
Education
Pacific Lutheran University - School of Business 1994 — 1996
Russell Investments January 2013 - Present
Russell Investment Group June 2008 - December 2012
OMFN Securities September 2005 - March 2008
Education
New York University 2001 — 2004
BA, Economic Theory
Middletown North 1996 — 2000
eVestment January 2006 - Present
Russell Investments 1999 - 2006
Russell Investment Group 1997 - 1999
Skills
Asset Management, Alternative Investments, Equities, Hedge Funds, Portfolio Management, Mutual Funds, Investments, Asset Allocation, Fixed Income, Investment Management
Education
Central Washington University 1989 — 1993
BA, Finance and Economics
Mercer island
iShares October 2014 - Present
Northern Trust/FlexShares September 2013 - September 2014
Managers Investment Group March 2013 - September 2013
Russell Investment Group October 2006 - March 2013
JPMorgan Chase 2004 - 2006
Franklin Templeton Investments January 2003 - August 2004
VALIC December 2001 - January 2003
Morgan Stanley August 2000 - September 2001
Education
University of Miami - School of Business 2004 — 2006
MBA, Management Science, 3.9
Florida State University - College of Business 1996 — 2000
Bachelor of Science (BS), International Business, 3.7
Russell Investments December 2010 - Present
Russell Investments January 2003 - November 2010
Russell Investment Group January 2004 - January 2005
Education
University of Washington 1987 — 1989
BS, MS, Engineering
The University of North Dakota 1984 — 1987
BS, Aeronautics
Santa Clara University 1982 — 1984
Chemistry/Biology
Russell Investments June 2012 - Present
Russell Investment Group April 2011 - March 2012
Russell Investments June 2007 - March 2011
Tacoma Power June 1998 - May 2007
Tacoma Power June 1992 - June 1998
Skills
Process Improvement, Business Process..., Cross-functional Team..., Vendor Management, Project Management, Team Leadership, Contract Negotiation, Data Management, Cost Savings
Education
City University of Seattle 2002 — 2004
MBA, Personal Financial Planning
Central Washington University 1987 — 1991
Bachelor's Degree, Business Administration, Marketing Management
LASA June 2014 - Present
Pierce County May 2013 - May 2014
Washington State University September 2012 - November 2013
Science and Management of Addictions January 2012 - August 2012
Washington State University February 2011 - February 2012
Pierce County April 2007 - July 2010
Russell Investment Group August 2007 - March 2008
CDM Smith September 2004 - August 2007
Starbucks (Seattle Coffee Company) March 2002 - January 2004
Olympic College April 2000 - April 2002
Skills
Asset Managment, Investments, Bloomberg, Equities, Hedge Funds, Asset Allocation, Mutual Funds, Portfolio Management, Investment Management, Alternative Investments, Fixed Income, Fund Of Funds, Investment Strategies, Series 7, ETFs, Derivatives, Wealth Management, Financial Modeling, Financial Analysis, Investment Advisory, Asset Management, Program Management, Management
Education
Blackfoot High School
Olympic College
Associate of Arts and Sciences (A.A.S.), Business Administration, Management and Operations
Rigby High School
HomeStreet Bank January 2014 - Present
Mortgage Advisory Group January 2010 - January 2014
Russell Investment Group March 2008 - September 2008
Washington Mutual March 2004 - October 2007
First Franklin Financial Corporation April 2000 - March 2004
Wells Fargo Bank March 1999 - March 2000
Bank of America April 1997 - January 1999
Bank of America June 1992 - April 1997
Morgan Stanley February 1987 - January 1991
Skills
Mortgage, Loans, Portfolio Management, Due Diligence, Bonds
Education
California State University-Hayward - School of Business and Economics 1996 — 1999
MBA, Finance, CIS, and Accounting
Southern Methodist University 1982 — 1986
BS/BA, Economics/Anthropology
Colorado Springs Utilities September 2011 - Present
Treasury and Risk Solutions, LLC March 2008 - Present
ProBuild Holdings May 2011 - September 2011
Pro-Build Holdings August 2009 - May 2011
Russell Investment Group 2005 - 2007
True Blue, Inc. (Labor Ready) March 2003 - October 2005
Comcast (AT&T Broadband) 2000 - 2003
Skills
Risk Management, Financial Risk, Analysis, Enterprise Risk..., Financial Analysis, Process Improvement, Leadership, Insurance, Finance, Management, Strategy, Forecasting, Risk Assessment, Financial Reporting, Strategic Planning, Change Management, Cash Management, Sarbanes-Oxley Act, Portfolio Management, Business Strategy, Workers Compensation, Mergers & Acquisitions, Treasury Management, Underwriting, Business Analysis, Project Management, Claims Management, Executive Management, Policy, Budgets, Managerial Finance, Business Process..., Claim, Contract Management, Energy, Corporate Finance, Business Intelligence, Treasury, Financial Modeling, Trading, P&C Insurance, Contract Negotiation, Vendor Management, Actuarial Science, Business Planning, Data Analysis, Investments, Hedging, Problem Solving, Power Generation
Education
University of Denver - Daniels College of Business 1982 — 1986
MBA, Finance, Energy Management
Kalamazoo College 1976 — 1980
BA, Economics
Russell Investment Group February 1998 - Present
Russell Investments 1998 - Present
Skills
Supply Management, Contract Negotiation, Vendor Management, Cross-functional Team..., Procurement, CRM, Global Sourcing, Program Management, Mutual Funds, Strategic Sourcing, Strategy, Asset Managment, Process Improvement, Financial Modeling, Business Process..., Alternative Investments, Financial Analysis, Sourcing, Outsourcing, Change Management, Forecasting, Investment Management, Investment Strategies, Asset Allocation, Asset Management
Education
Clover Park Technical College 1984 — 1985
Licentiate degree, Offset Reprographics
University of Washington
JP Morgan Chase May 2015 - Present
Fisher Investments March 2014 - March 2015
Russell Investment Group April 2008 - February 2014
Russell Investment Group July 2010 - December 2013
Fidelity Investments July 2007 - April 2008
Fidelity Investments October 2000 - July 2007
Bank of America December 1999 - October 2000
American Express Financial Advisors July 1999 - October 1999
AT&T Wireless January 1998 - June 1999
Skills
Mutual Funds, Investments, Strategic Financial..., Financial Advisory, Series 7, Wealth Management, Investment Strategies, Financial Services, Asset Allocation, CIMA, Series 63, Retirement Planning, CRM, Retirement, Asset Management, Alternative Investments, ETFs, Financial Planning
Education
Pennsylvania State University-Erie Campus 1993 — 1996
BS, Business, Liberal Arts and Science
Texas Tech University 1990 — 1992
-, Business
Clover Park Technical College September 2008 - Present
Russell Investments October 2000 - April 2005
Russell Investment Group 1994 - 2000
Russell Investment Group 1992 - 1997
Skills
Investment Management, Editing, Public Speaking, Advertising, Marketing, Copy Editing, Creative Writing, Nonprofits, Teaching
Education
Princeton University
Washington University in St. Louis
MA, History
Russell Investment Group June 2007 - Present
Bank of America-Columbia Management June 2002 - June 2007
Montgomery Asset Management May 2000 - June 2002
Strong Capital Management June 1999 - April 2000
American Frontier Financial May 1994 - May 1999
Skills
Investments, Fixed Income, Portfolios, Cash, Asset Management, Portfolio Management, Trading, Risk, Financial Risk, Strategy, Corporate Finance, Cash Management, Investment Strategies, Asset Managment, Alternative Investments, Bonds, Bloomberg
Education
University of Colorado Denver 1994 — 1997
MBA, Finance, General
Merrimack College 1985 — 1989
Bachelor of Science (BS), Finance, General
Enliven Financial January 2015 - Present
Ascendo Financial March 2014 - Present
BlackOre Research February 2013 - Present
Sloane Capital January 2012 - March 2014
Global Asset Allocation Partners February 2009 - September 2010
CANUS Capital Corp. 2008 - February 2009
BASE Investment Corporation 2008 - 2008
PI Financial Corp 2006 - 2008
Ethical Funds 2005 - 2006
Russell Investment Group 2003 - 2004
Skills
Venture Capital, Strategic Partnerships, Due Diligence, Financial Markets, Asset Managment, Financial Modeling, Strategy, Investments, Hedge Funds, Equities, Corporate Finance, Portfolio Management, Equity Valuation, Financial Analysis, Alternative Investments, Corporate Development, Risk Management, Investor Relations, Fund Of Funds, Mergers & Acquisitions, Derivatives, Trading, Wealth Management, Investment Strategies, Private Equity, Acquisitions, Private Placements, Investment Banking, Fixed Income, Lease Financing, Management, Valuation, Investment Management, Mutual Funds, Business Strategy, Capital Markets, Finance, Business Development, Securities, Asset Allocation, Equity Research
Education
Pacific Lutheran University 2000 — 2003
MBA, Business
Pacific Lutheran University 1992 — 1993
BBA, Finance Concentration
Russell Investment Group Index Analyst IIRussell InvestmentsSeptember 2010 - Present
Russell Mellon June 2001 - August 2007
Attorney General of Washington State 1999 - 2000
Skills
Ninja Skills, Portfolio Management, Financial Analysis, Equities, Investments, Bloomberg, Time Management, Project Planning, Business Analysis, Asset Managment, Mutual Funds, SQL, Process Improvement, Asset Management, Customer Service
Education
Saint Martin's University 1999 — 2001
Business, Finance and Economics
Tacoma Community College
Associate, Business Administration
Retired September 2015 - Present
Office of the Comptroller of the Currency October 2013 - Present
Comptroller of the Currency November 2010 - Present
Office of the Comptroller of the Currency November 2009 - Present
Russell Investments April 2005 - April 2009
Russell Investment Group 2009 - 2009
OFHEO November 2001 - March 2005
KPMG May 1993 - November 2001
Securities Risk Management June 1991 - May 1993
OCC September 1978 - July 1991
Skills
Risk Management, Asset Management, Banking, Financial Services, Governance, Process Improvement, Management, Due Diligence, Operational Risk..., Enterprise Risk..., Financial Risk, Portfolio Management, Capital Markets
Education
The University of South Dakota 1976 — 1979
MBA, Business Administration and Management, General
Concordia College 1973 — 1977
Lake Central High School 1969 — 1973
Diploma
Madison High School 1969 — 1973
Wells Fargo Advisors January 2011 - Present
Russell Investment Group April 2008 - June 2011
Van Kampen Funds April 2007 - February 2008
Van Kampen Funds March 2003 - April 2007
Scudder Investments April 2002 - March 2003
Education
Eastern Illinois University 1998 — 2001
Bachelors
Wheaton North High School 1992 — 1996
Davis Wright Tremaine LLP December 2013 - Present
the manhattan project June 1987 - Present
Amazon August 2011 - February 2012
Amazon.com 2010 - 2011
Amazon.com 2010 - 2011
World Vision August 2005 - February 2006
Tacoma Weekly April 2002 - June 2003
Russell Investment Group March 2002 - June 2003
Pacific Lutheran University 2001 - 2001
Computer Associates 1989 - 1989
Skills
Technical Writing, Editing, Journalism, Multimedia, Magazines, Writing, Web Content, Content Management, Proofreading, Copy Editing, Blogging, Web Development, Web Design, Storytelling, Music Composition, Music, Music Production, News Writing, News, Business News, E-commerce, Java, Python, Video Editing, Books, Ebooks, Creative Writing, Marketing, SQL, iOS, iOS development, Objective-C, Project Management, Mentoring, Social Media, Joomla, Content Development, WordPress, Web Content Management, Copywriting, Layout, Newsletters, Publishing, Publications, Press Releases, Feature Articles, Editorial, Entertainment, Digital Media, Online Publishing
Education
The Evergreen State College 2006 — 2008
Bachelor of Science (B.S.), Computer Science
Bard College 1981 — 1986
Bachelor of Arts, Literature, Music
St. Paul's School -- Garden City, NY 1974 — 1981
Horizon Wealth Management March 2015 - Present
Tullis Health Investors March 2013 - February 2014
Equus Financial Consulting/CrossBay Capital Partners September 2010 - February 2013
Bear Stearns Asset Management February 2008 - March 2009
West LB Asset Management USA November 2005 - February 2008
Thomas Capital Group April 2004 - October 2005
Russell Investment Group November 1999 - April 2004
Virginia Retirement System June 1987 - November 1999
Wheat First Securities (Wachovia Securities) May 1981 - June 1987
Dreyfus Corp. March 1980 - March 1981
Education
James Madison University 1977 — 1980
BBA, Accounting
Casey Family Programs November 2013 - Present
CFP June 2006 - November 2013
Russell Investment Group 1999 - 2006
Skills
Alternative Investments, Strategic Planning, Fund Of Funds, Fixed Income, Asset Management, Investment Strategies, Asset Allocation, Hedge Funds, Investments, Equities
Education
University of Washington 1994 — 1995
Bachelor's degree, Finance, Economics, 3.8
Edmonds Community College 1993 — 1994
Associates, Finance, 3.8
BYU 1989 — 1993
Began Bachelors Degree, General, 3.2
MultiCare Health System April 2015 - Present
Good Samaritan Hospital November 2012 - April 2015
Russell Investment Group 1995 - 2007
Skills
Healthcare, Strategic Planning, Leadership, Program Management, Public Speaking, Event Planning, Analysis, Research, Management, Hospitals, Strategy, PowerPoint
Education
Pacific Lutheran University 2010 — 2012
MS, Nursing
Pacific Lutheran University - School of Business
MBA
University of Puget Sound
BA, Comparative Sociology and Religion
Russell Investments February 2013 - Present
Russell Investments July 2010 - February 2013
Russell Investments October 2007 - July 2010
Russell Investments December 2006 - October 2007
Russell Investment Group November 2005 - December 2006
Education
Pacific Lutheran University 2004 — 2006
BA, Economics
Columbia Bank June 2013 - Present
Providence Hospice of Seattle Foundation January 2011 - Present
Puget Sound Chapter of ISACA September 2008 - Present
PEMCO January 2007 - May 2013
Q Tires 2007 - 2012
Russell Investment Group September 1997 - July 2006
SAFECO 1992 - 1996
Pacific First Bank 1988 - 1992
Skills
Risk Assessment, Internal Audit, CISA, Auditing, Financial Services, Project Management, Financial Audits, Enterprise Risk..., Risk Management, Internal Controls, Financial Risk, COSO, Business Continuity, Sarbanes-Oxley Act, Governance, Insurance, IT Audit, Leadership, Business Process..., Fraud, Banking, Operational Risk, Financial Analysis, Operational Risk..., Financial Reporting, Information Security..., Sarbanes-Oxley
Education
University of Washington, Michael G. Foster School of Business 2011 — 2012
Executive Development Program
Central Washington University 1982 — 1987
B.A., Economics
Central Washington University 1982 — 1987
B.S., Business Admin - Finance
J.P. Morgan June 2006 - June 2012
RUSSELL INVESTMENT GROUP January 1994 - January 2006
ABEL NOSER CORPORATION January 1988 - January 1994
IBM CORPORATION January 1983 - December 1987
LANIER BUSINESS PRODUCTS January 1982 - January 1983
UNITED TELEPHONE COMPANY July 1980 - December 1981
Skills
Technical Sales..., Asset Management, Risk Analysis, Risk Management, New Business Development, Business Relationship..., Cross Selling, Transaction Cost..., Asset Managment, Portfolio Management, Equities, Financial Services, CRM, Business Development, Investment Management, Securities, Competitive Analysis, Trading, Hedge Funds, Alternative Investments, Management, Strategy, Investments
Education
Denison University
Bachelor of Arts, Economics
Horace Greeley High School
The CAPROCK Group January 2011 - Present
Clearwater Advisors, LLC April 2010 - January 2011
Laird Norton Tyee June 2006 - March 2010
Russell Investment Group July 2005 - June 2006
Skills
Portfolio Management, Asset Allocation, Investments, Start-ups, Business Development, Strategic Financial..., Financial Modeling, Asset Management, Equities, Private Equity, Investment Management, Wealth Management, Financial Planning, Investment Strategies, Alternative Investments, Financial Analysis
Education
Pacific Lutheran University 2002 — 2006
Finance, Economics
Timberline
Russell Investments January 2011 - Present
Russell Investments May 2005 - January 2011
Russell Investment Group 1997 - 2005
Skills
Equity Trading, ETFs, Equities, Investments, Fixed Income, DMA, Direct Market..., Trading, Series 7, Asset Management, Bonds, Order Management, Trading Systems, Equity Transactions, Fixed Income Trading, Transition Management, Series 24, Series 63, Series 66, Series 55, Global Trading, Emerging Markets, Frontier Markets
Education
Hillsdale College 1993 — 1997
Bachelor of Science (B.S.), Chemistry
ASU Athletics Compliance August 2013 - May 2014
Gila River Indian Community Court June 2013 - May 2014
Charles F. Myers, PA January 2013 - April 2013
Salt River Pima-Maricopa Indian Community May 2012 - July 2012
AXA Equitable January 2009 - August 2011
AXA Equitable September 2007 - August 2009
Urban Express LLC February 2007 - September 2007
AXA Equitable November 2006 - February 2007
Russell Investment Group June 2005 - August 2005
Russell Investment Group June 2004 - August 2004
Skills
Human Resources, Deferred Compensation, Employee Relations, PeopleSoft, Access, Employee Benefits, Recruiting, Risk Management
Education
Arizona State University 2011 — 2014
Jurisprudence Degree - Sandra Day O'Connor College of Law, Law
Hunter College 2008 — 2008
Undecided, Music & Entertainment
Ithaca College 2002 — 2006
B.S, Business Administration & Legal Studies Minor
North Rose Wolcott Highschool 2001 — 2002
HS, College Prep
Marysville Pilchuck Highschool 1999 — 2000
College Prep.
Russell Investments February 2013 - Present
Russell Investment Group January 2008 - February 2013
Skills
Administrative Work, Project Coordination, Travel Planning, MS Project, Microsoft Excel, Microsoft Word, Confidentiality, Adobe Acrobat, Office Administration, Compliance, Coordination, Organization, Concur, PowerPoint, Multitasking Skills, Communication Skills, Written & Verbal..., Highly responsible, Expense Management, Executive..., Budget Monitoring, International Travel, Marketing, Training
Education
Tacoma Community College 2002 — 2004
Threshold Group September 2008 - Present
Russell Investment Group January 2006 - September 2008
Russell Mellon Analytical Services 2003 - 2006
Skills
Due Diligence, Asset Managment, Asset Management, Portfolio Optimization, Asset Allocation, Investment Strategies, Securities, Wealth Management, Institutional..., Hedge Funds, Derivatives, Quantitative Analytics, Financial Markets, Capital Markets, Portfolio Management, Mutual Funds, Investments, Alternative Investments, Trading, Fixed Income, Equities, Bloomberg, Private Equity, ETFs
Education
Pacific Lutheran University 1987 — 1992
BBA, Finance
Lysander Funds July 2009 - Present
Russell Investment Group 2007 - 2009
Tricycle Asset Management June 2001 - August 2007
Invesco Canada 1992 - 2001
Skills
Mutual Funds, Investments, Investment Management, Capital Markets, Financial Advisory, Retirement, Financial Markets, Insurance, Credit, Financial Planners, Wealth Management, Investment Strategies, Investment Advisory, Asset Managment, High Net Worth..., Portfolio Management, Asset Allocation, Asset Management, Securities, Alternative Investments
Education
The University of Western Ontario - Huron University College 1984 — 1988
Hons.BA, Politics and History
Lawrence Park C.I. 1979 — 1984
OSSHGD
Russell Investment Group November 2005 - Present
Columbia Bank May 2000 - November 2005
Skills
Asset Managment, Project Management, Asset Management, Financial Analysis, Asset Allocation, Investments, Vendor Management, Risk Management, Business Analysis
Education
Tacoma Community College 2008 — 2009
Business
University of Maryland University College 1995 — 1997
AA, General
Russell Investments November 2014 - Present
Russell Investment Group April 2010 - Present
Wells Fargo Advantage Funds May 2002 - April 2010
Skills
Mutual Funds, Series 7, Series 66, CIMA, Series 24
Education
University of Wisconsin-Milwaukee 2007 — 2012
Master of Business Administration (M.B.A.)
Marquette University 1998 — 2002
Bachelor's, Finance
New Berlin West High School 1994 — 1998
General, General
BNY Mellon July 2008 - Present
Mellon Analytical Solutions September 2005 - July 2007
Russell Investment Group 1996 - 2000
Skills
Process Improvement, Risk Management, Management, Financial Analysis, Business Analysis, Data Analysis, Analysis, Performance Measurement, Performance Operations, Business Process, Strategic Planning, CRM, Forecasting, Visio
Education
Pacific Lutheran University - School of Business 2006 — 2008
MBA, Technology & Information Mgmt
Saint Martin's University 1993 — 1996
Bachlors, Accounting & Management
Russell Investments June 2010 - Present
Russell Investment Group August 2003 - June 2010
Merrill Lynch December 2000 - August 2003
Airborne Express 1998 - 2000
Stevedoring Services of America 1997 - 1998
Standard Register 1996 - 1997
Standard Register 1996 - 1997
Standard Register 1996 - 1997
Standard Register 1996 - 1997
Standard Register 1996 - 1997
Skills
Series 7, Asset Allocation, Mutual Funds, Wealth Management, Alternative Investments, Investment Advisory, Investment Strategies, Investments, Asset Managment, ETFs
Education
University of Denver - Daniels College of Business 2012 — 2014
Master of Business Administration (MBA)
Gonzaga University 1992 — 1996
BA, Economics
Golden High School 1988 — 1992
High school diploma
Russell Investments July 2010 - Present
Russell Investment Group August 2004 - June 2010
Strong Capital Management July 2003 - December 2004
Strong Capital Management January 2004 - August 2004
Skills
Investments, Mutual Funds, Investment Management, Series 7, Investment Strategies, Financial Advisory, Investment Advisory, Alternative Investments, Financial Services, Wealth Management, ETFs, Series 63, Asset Allocation, Asset Management, Retirement Planning, Separately Managed...
Education
Dordt College 1999 — 2003
Business & Spanish, Finance
Reader's Digest September 2011 - Present
Reader's Digest July 2009 - September 2011
Wells Fargo Insurance, Inc March 2008 - July 2009
Wells Fargo Financial December 2006 - March 2008
Russell Investment Group August 2006 - December 2006
Skills
Integrated Marketing, Marketing, Email Marketing, Web Analytics, Google Analytics, Omniture, Digital Marketing, Direct Marketing, Direct Mail, Market Planning, Management, Digital Strategy, Mobile Marketing, SEM, Media Planning, Interactive Marketing, Online Advertising, Analytics, Online Marketing, Marketing Strategy, Content Strategy
Education
Marquette University 2003 — 2007
B.S., Finance, Marketing
NAVSEA June 2009 - Present
Wells Fargo Financial June 2008 - November 2008
Russell Investment Group May 2007 - August 2007
Skills
Project Management, PowerPoint, Training, Data Analysis, Microsoft Office, Strategic Planning, Microsoft Excel, Customer Service, Public Speaking, Databases, Outlook, Leadership Development, Systems Engineering, Research, Photoshop, Program Management, Social Media, Process Improvement, Six Sigma, Operations Management, Cross-functional Team...
Education
Washington State University 2010 — 2013
Masters, Engineering & Technology Management
Southern Illinois University, Carbondale 2004 — 2008
BS, Marketing
Madrona Partners Inc July 2012 - Present
Idun Partners February 2012 - Present
ADIA May 2007 - January 2012
Madrona Partners Inc April 1995 - March 2007
Washington State Investment Board 1994 - 2001
BEA Associates June 1988 - June 1991
Russell Investment Group 1983 - 1988
Skills
Hedge Funds, Commodities, Portfolio Management, Alternative Investments, Asset Allocation, Investment Strategies, Equities, Investments, Investment Management, Investment Advisory, Emerging Markets, Economics, Macroeconomics, Equity Research
Education
Harvard University
MBA, Finance
University of Washington
MA, Anthropology
University of Washington
BA, Psychology, Arts & Sciences
University of Puget Sound 2011 - Present
Albers & Co., Inc. October 2009 - June 2012
Russell Investment Group 2001 - 2008
Russell Investments 2001 - 2008
Skills
Securities, Portfolio Management, Hedge Funds, Investments, Strategic Planning, Asset Allocation, Leadership, Investment Strategies, Asset Management, Management, Financial Analysis, Finance, Investment Management
Education
Pacific Lutheran University 1991 — 1993
mba, Business
University of Washington 1980 — 1983
BA, Economics
TrueBlue Inc. November 2014 - Present
TrueBlue Inc. June 2013 - November 2014
True Blue Inc January 2013 - June 2013
PMC & Associates, LLC May 2012 - January 2013
Russell Investment Group September 2008 - May 2012
Skills
Scrum Product Owner, SQL, Databases, Microsoft SQL Server, Database Development, SSRS, C#, Agile Methodologies, SharePoint, Business Analysis, Data Warehousing, Requirements Gathering, Software Development, Visio, SDLC
Education
Central Washington University
BS, Operations Analysis (Economics)
Issaquah High School
Washington State Dept. of Labor & Industries March 2014 - Present
Washington State Dept. of Labor & Industries July 2013 - February 2014
Washingtom State Dept. of Labor & Industries August 2011 - June 2013
Russell Investments July 2009 - August 2011
Russell Investment Group January 2005 - June 2009
Self Employment Project Management Consulting January 2005 - December 2005
Self Employment Project Management Consulting October 2003 - December 2004
Self Employment Project Management Consulting January 2002 - October 2003
Self Employment Project Management Consulting January 2001 - January 2002
Self Employment Project Management Consulting February 2000 - January 2001
Skills
Data Conversion, Management, Program Management, Vendor Relationships, Business Analysis, Requirements Gathering, Data Warehousing, Scrum, IT Management, SDLC, PMP
Education
Washington State University - College of Business and Economics 1980 — 1984
BA, Management Information Systems
Tacoma Community College 1978 — 1980
Associates, Technical Arts
Tacoma Community College
Associates, Liberal Arts
SEI July 2009 - Present
Russell Investment Group August 2003 - December 2008
Russell Investment Group March 2003 - August 2003
Russell Investment Group November 1999 - March 2003
Northern Trust Retirement Consulting October 1997 - November 1999
AEON May 1996 - May 1997
First American Bank February 1995 - May 1996
First American Bank February 1993 - February 1995
Skills
Investments, Mutual Funds, Vendor Management, Retirement Planning, Employee Benefits, Portfolio Management
Education
Iowa State University 1988 — 1992
B.A., English
Pyramis Global Advisors January 2008 - Present
Russell Investment Group March 2001 - January 2008
Education
Boston College 1982 — 1986
BA, Economics
Russell Investments April 2011 - Present
Russell Investment Group October 2001 - March 2011
Education
University of Colorado (Colorado Springs) 1992 — 1994
Masters, Finance
Seattle University 1986 — 1990
BA, Finance
Russell Investment Group June 1991 - Present
Citigroup January 1985 - September 1990
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Asset Management, Investment Management, Hedge Funds, Investments, Equities, Portfolio Management, Mutual Funds, Fixed Income, Fund Of Funds, Bloomberg, Capital Markets, Wealth Management
Education
The University of Chicago Booth School of Business 1987 — 1990
MBA, Finance and Strategy
Washington State University - College of Business and Economics 1979 — 1983
Bachelor of Arts (B.A.), Finance and Financial Management Services
KRS Media Group, LLC 2009 - Present
DB Premier Asset Partners and Certified Mortgage Planners 2014 - Present
The Life Wealth Group 2014 - Present
Global Real Estate Services 2014 - Present
Russell Investment Group April 1999 - December 2008
Dreyfus Corporation, NY, NY 1986 - 1999
Skills
Investments, Asset Allocation, Mutual Funds, Wealth Management, Investment Strategies, Investment Management, Asset Management, Sales, Financial Advisory, Financial Services, Series 7, Strategic Financial..., ETFs, Strategy, Retirement Planning, Team Building, Wealth Management..., High Net Worth..., Securities, IRAs, Retirement, Series 6, Training, Sales Management, Wealth Accumulation, Wealth, Real Estate, Life, Health, Variable..., Florida Real Estate..., Alternative Investments
Education
University of South Carolina School of Law 1974 — 1975
First year only
Clemson University 1971 — 1974
B.A., Pre-law, Honor Graduate
Wofford College 1970 — 1971
Pre Law
Canso Investment Counsel Ltd. March 2008 - Present
Russell Investments Canada 1996 - 2009
Russell Investment Group 1996 - 2008
Trimark Investment Management 1994 - 1996
Nesbitt Thomson 1992 - 1994
Skills
Investment Strategies, Investments, Asset Management, Pensions, Wealth Management, Mutual Funds, Alternative Investments, Investment Management, Portfolio Management, Equities, Asset Allocation
Education
Queen's University 1988 — 1991
Kensington Capital Partners Limited October 2013 - Present
Kensington Capital Partners Limited: Smart Alternatives October 2013 - Present
FLAG Capital Mangement October 2011 - July 2013
Private Advisors, LLC November 2007 - March 2012
Russell Investment Group September 2005 - March 2007
Russell Investments 2001 - 2005
Citibank 1985 - 2001
Skills
Investor Relations, Relationship Management, Private Equity, Institutional..., Alternative Investments, Hedge Funds, Asset Management, Asset Allocation, Fixed Income, Investment Management, Business Development, Venture Capital, Fund Of Funds, Investments, Investment Strategies
Education
Columbia University - Columbia Business School
MBA, Finance, International Business
University of Tennessee-Knoxville
University of Toronto
B. Comm, Economics, Finance
SideTool, Inc. May 2011 - Present
Russell Investment Group October 1991 - April 2009
City of Tacoma March 1988 - August 1991
Fairchild Semiconductor 1985 - 1988
Education
Peninsula College
Business
Saint Martin's College
Business
Independent Advisor and Board Member March 2013 - Present
Camber Health Partners September 2011 - October 2013
Gray Ghost Management September 2007 - December 2010
Russell Investments August 1995 - February 2007
Russell Investment Group 1995 - 2007
Skills
Alternative Investments, Mutual Funds, Asset Managment, Hedge Funds, Equities, Investment Strategies, Investment Management, Investments, Asset Allocation, Portfolio Management, Asset Management, Equity Trading, Wealth Management, Private Equity, Fixed Income, Venture Capital, Investment Advisory, Securities
Education
St. Lawrence University 1979 — 1983
BA, Economics
Rebuilding Together South Sound January 2012 - Present
Washington Service Corps May 2008 - October 2011
Washington Women’s Employment January 2008 - April 2008
Kristina Santwan September 2006 - October 2007
Russell Investment Group January 2003 - January 2006
Skills
Program Development, Research, Fundraising, Analysis, Event Planning, Grant Writing, Management, Policy
Education
The Evergreen State College 2002 — 2004
Bachelor of Liberal Arts
Tacoma Community College 2000 — 2002
Associate’s Degree, Business Administration/Management
Robert Half Management Resources August 2010 - Present
Noble House Hotels & Resorts 2009 - 2010
Hyatt Regency Suites Palm Springs November 2006 - January 2009
Russell Investment Group 2004 - 2006
PricewaterhouseCoopers September 2001 - August 2003
Skills
Project Management, Accounting, Financial Analysis, Finance, Sarbanes-Oxley Act, Budgets, Financial Reporting, Account Reconciliation, Consulting, Mergers & Acquisitions, Variance Analysis, Banking, General Ledger, Management, Analysis, Corporate Finance, Forecasting, Tax, Team Building, Talent Acquisition, Cash Flow, Internal Controls, Human Resources, Payroll, Auditing, Managerial Finance, Accounts Receivable, Financial Modeling, Business Process..., Risk Management, Recruiting, Cost Accounting, Process Improvement, Financial Accounting, QuickBooks, GAAP, Microsoft Excel, Business Analysis, Credit, Due Diligence, Strategic Planning, Financial Services, Vendor Management, Accounts Payable, Internal Audit, Temporary Placement, PeopleSoft, Cash Management, Leadership, Applicant Tracking...
Education
Seattle University 1999 — 2001
BA, Accounting
Seattle University
Seattle University
Self-employed January 2009 - Present
Credit Suisse January 2006 - December 2008
Russell Investment Group February 2003 - July 2005
Skills
Investments, Asset Managment, Bloomberg
Education
Milano School of International Affairs, Management and Urban Policy 2012 — 2014
Master's Degree, Organizational Change Management
New School University 2010 — 2012
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services