Russell Investments
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 CEO: Michelle Seitz CFO: Jennifer McPeek Headquarters: Seattle, Washington, United States Parent organization: TA Associates Number of employees: 1,950
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Russell Investments Employees
The Lion's Den Seattle 2013 - 2015
Russell Investments 2011 - 2012
Russell Investments 2010 - 2011
Russell Investments October 2004 - January 2010
Xerox July 2002 - October 2004
Xerox January 1998 - July 2002
Xerox January 1994 - January 1998
Skills
Strategy, Business Development, Strategic Partnerships, New Business Development, Investments, Management, Alternative Investments, Equities, Asset Management, Strategic Planning, Leadership, Business Strategy, Sales Management, Entrepreneurship, Institutional Sales, Index Funds, Senior Executive..., Analytics, Relationship Management, Financial Services, Cross-functional Team..., Team Building, ETFs, Indexing, Wealth Management, Portfolio Management, C Level Selling, Consultative Selling, Global Business..., EMEA, Pan European, European Experience, Rainmaker
Education
Boston University
Verus Investments July 2014 - Present
Russell Investments June 2010 - June 2014
Goldman Sachs August 2009 - June 2010
Goldman Sachs June 2007 - August 2009
Nu Skin Enterprises June 2005 - June 2007
Nu Skin Enterprises September 2004 - June 2005
Panhandle Outfitters Inc. June 1999 - August 2001
Skills
Investment Management, International Business..., Hedge Funds, Alternative Investments, Capital Markets, Korean, Emerging Markets, Due Diligence, Bloomberg, Asset Allocation, Capital Allocation, Equities, FX, Corporate Finance, Market Risk, Credit Risk, Liquidity Risk, Operational Risk, Behavioral Finance, Asset Management, Institutional Investing, Japanese, East Asian Studies, Recruiting, Voice Acting, Creative Writing, Real Estate, Fly Fishing, Tennis, Leadership, Public Speaking, Patents, Financial Modeling, Fund Of Funds, Mutual Funds, Investment Banking, RiskMetrics, BarraOne, SQL
Education
Thunderbird School of Global Management 2008 — 2009
MBA, Global Management, 3.96 / 4.00 GPA
Brigham Young University 2001 — 2007
BS, Management: International Finance / Minor - Asian Studies, 3.96 / 4.00 GPA
Freeman High School 1997 — 2001
4.00 / 4.00 GPA
Russell Investments May 2014 - Present
Hitit Computer Services October 2008 - April 2012
Skills
SQL, Software Development, Oracle, PL/SQL, Software Engineering, Requirements Gathering, Software Documentation, Project Management, CRM, Software Development..., Data Analysis, Business Analysis, UML, Customer Support, Problem Solving, Quality Assurance, Crystal Reports, Apache Server, Loyalty Programs, Aviation Industry, MS Project, Eclipse, Earned Value Management, Data Migration, SDLC
Education
City University of Seattle 2012 — 2013
Master of Business Administration (MBA), Project Management, 3.84 GPA / Dean’s List
İzmir Ekonomi Üniversitesi 2004 — 2008
Bachelor of Science (BS), Software Engineering
Buca Anatolian High School 1997 — 2004
Russell Investments October 2013 - Present
Russell Investments July 2013 - September 2013
QuikTrip May 2011 - June 2013
Gymboree August 2007 - May 2011
Yukon Building and Construction June 2010 - April 2011
Third Coast Grille June 2006 - December 2010
Skills
Customer Service, Merchandising, Retail, Inventory Management, Sales, Loss Prevention, Visual Merchandising, Store Operations, Time Management, Customer Satisfaction, Microsoft Excel, Event Planning, Store Management, Cashiering, Retail Sales, Inventory Control, Shrinkage, Microsoft Word, Profit, POS, Outlook, Driving Results, Window Displays, Teamwork, Telephone Skills, Cash Handling Experience, Cash Register, Merchandise Planning, coordinating schedules, Schedule Writing, Special Event..., Special Event Promotion, Invoicing, Expensing, Travel Arrangements, Meeting administration, Concur
Education
Brenau University 2005 — 2006
Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
Flowery Branch High School 2002 — 2005
FTSE Russell January 2014 - September 2015
Russell Investments March 2012 - January 2014
Bank of America August 2011 - March 2012
America's Credit Union May 2008 - April 2010
Gateway Real Estate GMAC July 2007 - May 2008
Legacy Group February 2003 - June 2007
Chase Manufactured Lending July 2002 - February 2003
Conseco Finance November 2001 - July 2002
Skills
Client Services, Customer Service, Project Management, Real Estate, Project Planning, Microsoft Office, Salesforce.com, Training, Time Management, Project Coordination, Client Development, Finance, Residential Mortgages, Customer Relations, Customer Support, Client Presentation, Mortgage Lending, Software Documentation, Home Equity Loans, Marketing, Negotiation, Client Relations, Underwriting, Consumer Lending, Loan Origination, Loan Modifications, Loan Servicing, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Government Loans, Retail Sales, Mortgage Underwriting, Mortgage Servicing, Banking, Auditing, PowerPoint, Loans, QMF, Retail Banking, Inquire, Indices, Credit, Retail, Property & Casualty..., Financial Analysis, Policy, Insurance, VA Loans
Education
Argosy University 2010 — 2011
Master of Business Administration (M.B.A.), Business Administration
Saint Martin's University
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Leadership Inc. May 2015 - Present
Leadership Inc. May 2013 - Present
Leadership Inc. November 2010 - Present
Leadership Inc 2003 - Present
Cornerstone Credit Union September 2015 - September 2015
Independent Community Bankers of America (ICBA) September 2015 - September 2015
Russell Investments September 2015 - September 2015
AmeriBen · IEC Group September 2015 - September 2015
Hamilton Park Interiors August 2015 - August 2015
Securian Financial Group August 2015 - August 2015
Skills
Keynote Speaker, Published Author, Workshop Facilitation, Executive Coaching, Presentation Coaching, Leadership Development, Public Speaking, Leadership, Motivational Speaking, Coaching, Entrepreneurship, Personal Development, Sales, Marketing, Training, Emotional Intelligence, Team Building, Sales Presentations, Nonprofits, Small Business, Business Coaching, Business Planning, Strategy, Social Networking, Marketing Strategy, Team Leadership, Life Coaching, Career Counseling, Storytelling, Online Marketing, New Business Development, Listening to customers, Direct Sales, Strategic Planning, Start-ups, Influence Others, Servant Leadership, Organizational..., Fundraising, Management, Time Management, Business Networking, NLP, Business Strategy, Employee Training, Selling Skills, Lifestyle Coaching, Conflict Resolution, Joint Ventures, Visionary
Education
Brigham Young University
Entrepreneurship
BMO Global Asset Management June 2014 - Present
Russell Investments April 2011 - June 2014
Wells Fargo August 2010 - March 2011
Wells Fargo January 2007 - August 2010
OppenheimerFunds July 2006 - December 2006
Enterprise Fund Distributors January 2005 - June 2006
Strong Investments March 2003 - December 2004
Strong Investments April 2000 - February 2003
Education
Brigham Young University 1997 — 2000
BS, Finance
Ares Management August 2011 - Present
Russell Investments January 2008 - July 2011
Fidelity Investments November 2006 - January 2008
Investors Bank & Trust January 2006 - November 2006
REVOLUTION CAPITAL March 2005 - January 2006
Fidelity Investments December 2001 - December 2003
Fidelity Investments November 1999 - December 2001
CypressTree Investments/North American Funds February 1998 - November 1999
Evergreen Investments October 1995 - February 1998
Tufts Medical Center 1993 - 1995
Skills
Securities, Hedge Funds, Private Equity, Asset Management, Investment Advisory, Risk Management, Private Placements, Mutual Funds, ERISA, Investments, FINRA, Alternative Investments, Securities Law, AML, Compliance, Fixed Income, Series 7, Corporate Governance, Due Diligence, Series 63, Series 24, Asset Managment, Trading, Securities Regulation, Equities, Mergers & Acquisitions, Financial Services
Education
Boston University School of Law 2000 — 2003
LLM, Financial & Securities Law
Suffolk University Law School 1996 — 2000
JD, Law, cum laude
Boston College 1985 — 1989
BA, English
Xaverian Brothers High School 1981 — 1985
Diploma
Nordstrom February 2015 - Present
Nordstrom January 2014 - January 2015
Russell Investments December 2012 - October 2013
T-Mobile December 2008 - January 2013
WaMu August 2007 - December 2008
UBS March 2005 - July 2007
Merrill Lynch May 2000 - February 2005
Levine, Blaszak, Block & Boothby, LLP February 1996 - April 2000
Democratic National Committee 1988 - 1989
Skills
Contract Negotiation, Cross-functional Team..., Vendor Management, Telecommunications, Strategic Sourcing, Contract Management, Negotiation, RFP, Process Improvement, Strategy, Procurement, Outsourcing, Management, Data Center, Change Management, Leadership, Analysis, Contract Negotiations, Due Diligence, Sla, Wireless, Business Analysis, Strategic Partnerships, Cost Analysis, Integration, Networking, Executive Management, Issue Advocacy, Public Policy Research, Global Sourcing, Cost Benefit, Operations Management, Sourcing, Supply Management, Business Process..., Mergers & Acquisitions, Risk Management, Finance, Policy, Governance, Team Leadership, Project Planning, Cost Reduction
Education
University of Washington 2011 — 2013
Masters of Public Administration
Georgetown University 1995 — 1995
Paralegal Certificate, Paralegal
American University 1982 — 1987
BA, Religion
Russell Investments March 2015 - Present
Russell Investments July 2014 - January 2015
Retirement Community Specialists December 2013 - December 2014
YMCA of Greater Seattle October 2012 - April 2013
Godiva Chocolatier April 2011 - October 2012
The Daily Grill February 2010 - August 2011
Skills
Microsoft Applications, Prezi, FileMaker, Volunteering, Barista Training, MS-DOS, Biology, DNA sequencing, Critical Thinking, Laboratory, Research Implementation, Spanish-speaking, SCCM, Software Documentation, Software Deployment, Public Speaking, Editing, Community Outreach, Microsoft Excel, French, Digital Media, Matte Painting, English grammar, German, Russian, Blog Marketing, Applied Linguistics, Hand-drawing, Garageband, Kinect, Yahoo, Yearbook, Yoga, Vocabulary Development, Travel Arrangements, Blogger, Written Communication, Team-oriented, Google Docs, Close Attention to..., Organization, Spanish, Task Management, Spanish-English, MS Excel Pivot Tables, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Research
Education
Bellevue College 2014 — 2015
Computer Science
Seattle University 2007 — 2009
Biochemistry and Molecular Biology
Elysian Fields High School ISD 2003 — 2007
Honors Diploma
Russell Investments August 2009 - Present
Russell Investments June 2005 - August 2009
Russell Investments February 2004 - June 2005
Russell Investments February 2001 - February 2004
Russell Investments September 1995 - February 2001
Russell Investments October 1992 - September 1995
Lamonts Apparel August 1990 - October 1992
Coopers & Lybrand September 1987 - September 1990
Skills
Risk Management, Investments, Management, Investment Management, Financial Services, Auditing, Mutual Funds, Internal Audit, Internal Controls, Financial Analysis, Strategic Financial..., Project Management, Alternative Investments, Retirement Planning, CPA, Asset Managment, Sarbanes-Oxley Act, Access, Series 7, Budgets, Hedge Funds, Policy, Financial Risk, People Management, Audit Management..., Relationship Management..., Compliance and Risk..., FINRA Series 7, 63 and...
Education
Boston University 2014 — 2015
Certificate program
Cannon Financial Institute 2001 — 2004
Seattle University 1985 — 1987
Business Administration
Russell Investments October 2014 - Present
Clearwire March 2009 - February 2014
Nextel Partners April 2002 - June 2007
BSQUARE July 2000 - April 2002
Skills
Onboarding, Payroll, Employee Relations, General Ledger, Applicant Tracking..., Recruiting, HRIS, Accounting, Accounts Payable, Journal Entries, Invoicing, Talent Acquisition, Human Resources, PeopleSoft, Accruals, Deferred Compensation, Management, Benefits Administration, Budgets, Time Management, Account Reconciliation, Finance, Auditing
Education
Bellevue Community College 2008 — 2009
CPP, Payroll
Soleil Toujours, LLC 2008 - Present
Russell Investments March 2005 - July 2011
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) 2002 - March 2005
Credit Suisse 1996 - 2002
Skills
Skin Care, Beauty Industry, Brand Development, Cosmetics, Entrepreneurship, Fragrance, Lifestyle, Luxury Goods, Marketing, Marketing Strategy, Retail, Spa, Wellness, Small Business, Brand Management
Education
University of Virginia Darden School of Business 1994 — 1996
MBA, Finance
Barnard College 1987 — 1991
BA, English, Economics
Convent of the Sacred Heart
TIAA-CREF March 2014 - Present
Moreton Retirement Partners August 2013 - January 2014
N/A March 2013 - August 2013
Culver Investment Company, LLC July 2012 - February 2013
Dividend Capital January 2012 - July 2012
Russell Investments April 2011 - December 2011
Jackson National Life Distributors, LLC May 2009 - April 2011
Core Financial January 2009 - April 2009
Skills
Wealth Management, Investments, Mutual Funds, Retirement Planning, Alternative Investments, Qualified Retirement..., Retirement Plan..., IRAs, 529 Plans, Annuities, Asset Allocation, Separately Managed..., Portfolio Management, Holistic Financial..., Personal Tax Planning, Roth IRA, ETFs, Fixed Annuities, Investment Strategies, Financial Planning, Microsoft Office, Retirement
Education
Creighton University 2013 — 2016
Master of Investment Management and Financial Analysis (MIMFA), 3.67
The American College
American Society of Pension Professionals & Actuaries (ASPPA) 2012 — 2013
Boston University 2011 — 2012
Certificate in Financial Planning
University of Northern Colorado 2005 — 2009
Bachelor of Science in Business Administration, Finance and Marketing
Boise State University 2004 — 2005
Finance
Russell Investments April 2014 - Present
Parametric June 2012 - March 2014
AmericanWest Bank December 2011 - June 2012
Viking Bank January 2010 - October 2011
City of Seattle January 2008 - March 2009
University of Washington, Michael G. Foster School of Business September 2007 - March 2009
Shoreline Community College November 2006 - June 2007
Skills
Financial Analysis, Customer Service, Analysis, Financial Modeling, Banking, Budgets, Risk Management, Finance, Forecasting, Data Analysis, Strategic Planning, Credit, Account Reconciliation, Loans, Financial Reporting, Portfolio Management, Microsoft Office
Education
University of Washington, Michael G. Foster School of Business 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Shoreline Community College 2006 — 2007
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Ateneo de Manila University 2004 — 2005
BS Psychology
Like-Media April 2014 - Present
Fox Island Publications January 2009 - Present
NA October 2007 - September 2008
Russell Investments 2007 - 2008
World Vision March 2006 - October 2007
AT&T July 1999 - April 2004
Skills
Bloomberg, Research, Photography, Business Analysis, Project Management, Analysis, SDLC, SQL, Data Analysis, Microsoft Office, Process Improvement, Vendor Management, Requirements Gathering, Social Media, Strategic Planning, Editing, Nonprofits, Leadership, Program Management
Education
California Southern University 2011 — 2013
Master's degree, Clinical Psychology, 4.0 GPA
Concord Law School - Kaplan University 2005 — 2006
Law, 3.7 GPA
University of York, York, England 1995 — 1997
Master of Arts (M.A.), English Literature (British and Commonwealth), 3.5 GPA
Université Jean Monnet Saint-Etienne 1993 — 1994
French Language and Literature, 4.0 GPA
Ball State University 1991 — 1995
English & French, 3.7 GPA
Symantec May 2013 - Present
Bank of America December 2012 - May 2013
Russell Investments December 2011 - November 2012
Intel Corporation September 2008 - November 2011
John Deere January 2008 - August 2008
Skills
Unix, CMS, Business Analysis, SDLC, Vendor Management, Agile Methodologies, Talent Acquisition, Requirements Analysis, Business Intelligence, Consulting, SharePoint
Education
Arizona State University 2008 — 2010
Master of Science (MS), Computer Science
The Maharaja Sayajirao University of Baroda 2004 — 2008
Bachelor's degree, Engineering
Russell Investments July 2014 - Present
Ride For Water May 2014 - July 2014
Robertson, Griege & Thoele September 2013 - December 2013
Apulent Catering May 2010 - December 2013
Northwestern Mutual May 2013 - August 2013
Azusa Pacific University August 2012 - May 2013
Skills
Microsoft Excel, Finance, Financial Analysis, Leadership, Strategic Financial..., PowerPoint, Teamwork, Data Analysis, Microsoft Word, Analysis, Accounting, Nonprofits
Education
Azusa Pacific University 2010 — 2014
B.S., Finance, 3.8
Russell Investments November 2014 - Present
Russell Investments November 2013 - November 2014
Russell Investments October 2011 - November 2013
Russell Investments May 2010 - October 2011
Fidelity Investments June 2007 - May 2010
Fidelity Investments September 2005 - June 2007
Washington Mutual Bank June 2002 - July 2005
Skills
Change Management, Lean Manufacturing, Offshoring, Organizational..., Organizational Change, Instructional Design, PMO, Process Improvement, Program Management, Management Consulting, Global Regulatory..., FATCA, Project Management, Project Portfolio..., SDLC, Six Sigma, Lean Transformation, Leadership Development, Training, Coaching, Consulting, PMP, Performance Improvement, Employee Engagement, Strategy
Education
Boston University 2007 — 2009
EdM, Organizational Development
School for International Training 1998 — 1999
North India: Art and Culture
The Evergreen State College 1995 — 1999
BA, Cultural Studies
Russell Investments December 2013 - Present
Russell Investments July 2013 - November 2013
Russell Investments January 2011 - June 2013
Russell Investments May 2005 - January 2011
U.S. ARMY June 1997 - June 2001
Skills
Equities, Fixed Income, Derivatives, Trading, Financial Modeling, Portfolio Management, Asset Managment, Valuation, Financial Analysis, Investments, Risk Management, Bloomberg, Analysis, Economics, Cross-functional Team..., Asset Management, Alternative Investments, Asset Allocation, ETFs, Hedge Funds, Mutual Funds, Investment Management, Securities, Financial Markets, Currency, Capital Markets, Investment Strategies
Education
B.S. Finance - Boston College; IMBA - Darla Moore School of Business; CAIA Charter Holder
CAIA Association 2009 — 2009
University of South Carolina - Darla Moore School of Business 2003 — 2005
International MBA, Finance
Boston College 1993 — 1997
Bachelor of Science, Finance (cum laude)
Bank of America 2012 - Present
Arizona State University 2010 - 2012
Bank of America June 2011 - August 2011
Russell Investments 2007 - 2008
Russell Investments 2006 - 2007
Russell Investments 2005 - 2006
Skills
Product Management, Cross-functional Team..., Marketing Research, Competitive Intelligence, Marketing Strategy, Teamwork
Education
Arizona State University 2010 — 2012
Master of Business Administration (MBA), Strategic Marketing and Services Leadership
University of Puget Sound 2001 — 2005
BA, Economics
Boston Financial Data Services June 2014 - Present
Russell Investments October 2012 - May 2014
Pioneer Investments August 2011 - August 2012
Pioneer Investments March 2010 - August 2011
Pioneer Investments October 2008 - February 2010
Skills
Financial Services, Mutual Funds, Analysis, Project Management, Process Improvement, Process Management, Business Workflows, Solution Development, Communication Skills, Vendor Relationships, Client Services, Organization, Microsoft Office, Remote Service..., Presentations, Training, Writing, Creative Thinker, Supervising, DST System TA software, MS Project, Financial Regulation
Education
Boston College 2002 — 2006
Bachelor of Arts (B.A.), History
Boston University 2009 — 2011
Master of Science (M.S.), Project Management
Ookla July 2015 - Present
Microsoft March 2014 - June 2015
Recreational Equipment Inc. April 2011 - May 2014
Wells Fargo December 2008 - January 2010
Washington State Patrol January 2007 - March 2008
Russell Investments June 2006 - September 2006
US Army, 1st Special Forces Group (Airborne) July 2004 - September 2005
Starbucks March 2002 - March 2005
US Army, Headquarters and Headquarters Company, 555th Combat Engineer Group May 2002 - July 2004
Countrywide Home Loans June 2000 - June 2001
Skills
Leadership, Customer Service, Sales, Management, Microsoft Office, Inventory Management, Program Management, Recruiting, Training, Data Entry, Public Speaking, Retail, User Research, Project Management, Microsoft Excel, Microsoft Word, Loss Prevention, Retail Sales, Lean Process Improvement, Multi Tasking, Time Management, Problem Solving, Data Management, Military Experience, Marketing, CRM, SharePoint, Analysis, Customer Satisfaction, Teamwork, Nonprofits, Web Video, Intercultural..., Payroll, Attendance Management, Retail Banking, Law Enforcement..., Criminal Investigations, Finance, Human Resources, Market Research, Security
Education
Eastern Washington University 2011 — 2013
Bachelor of Arts (B.A.), Social and Behavorial Sciences
Bellevue College 2006 — 2011
Associate in Arts & Sciences, Business Administration
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
PMC & Associates, LLC September 2011 - Present
MorphoTrak July 2010 - September 2011
Russell Investments August 1997 - June 2010
Science Systems September 1990 - August 1997
CAM Systems GmbH February 1987 - September 1990
Westland Helicopters August 1985 - February 1987
Skills
Vendor Management, Project Management, PMO, Project Planning, Management, SDLC, Program Management, Business Analysis, Software Project..., Business Process..., Business Process, Requirements Analysis, Integration, Change Management, PMP, Project Portfolio..., Cross-functional Team..., Leadership, Software Development, ITIL, Project Delivery, MS Project
Education
University of Abertay Dundee 1981 — 1985
BSc Applied Mathematics, Maths, Economics, Computing, Sociology
Russell Investments February 2014 - Present
JPMorgan Chase March 2012 - February 2014
MetaJure, Inc. June 2010 - March 2012
Russell Investments July 2009 - June 2010
The Bank of New York Mellon October 2005 - January 2009
Russell/Mellon Analytical Services January 1999 - October 2005
Frank Russell Company April 1988 - December 1998
Skills
Software Development, .NET, SQL, Business Intelligence, Agile Methodologies, Web Technologies, Strategy, Application Architecture, Microsoft SQL Server, C#
Education
Brigham Young University 1980 — 1984
BS, Electrical Engineering
Global Index Group, LLC May 2010 - Present
Novartus Consulting Group September 2006 - Present
3aArt 2006 - 2014
Milestone Global Asset Management May 2004 - September 2005
Russell Investments 2000 - 2004
United States Marine Corps Reserve May 1988 - January 2001
Babson Mutual Funds July 1997 - July 2000
Funds Distributor, Inc. November 1991 - June 1997
Fidelity Investments 1986 - 1988
Skills
Asset Managment, Alternative Investments, Hedge Funds, Portfolio Management, Investments, Mutual Funds, Equities, ETFs, Investment Strategies, Venture Capital, Financial Services, Private Equity, Wealth Management, Asset Allocation, Trading, Investment Management, Emerging Markets, Series 7, Entrepreneurship, Strategic Planning, Institutional..., Marketing Strategy, Digital Marketing, Integrated Marketing, Asset Management, Business Development, Marketing, Relationship Management, Business Planning, Start-ups, Management, Strategy, Retirement, Capital Markets, Leadership, Financial Markets, Securities, Management Consulting, Fund Of Funds, Financial Advisory, Investor Relations, Financial Analysis, Corporate Development, Series 63, Investment Advisory, Strategic Financial..., Mergers & Acquisitions, Investment Banking, Valuation, Funding
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2011
MBA
Northwestern University - Kellogg School of Management 2002 — 2003
Certificate
National Defense University 1993 — 1994
Certificate
University of Massachusetts at Lowell 1981 — 1983
BS
Russell Investments August 2010 - Present
Tatanka Asset Management, LLC (defunct) November 2009 - August 2010
General Motors Asset Management April 2009 - November 2009
Fairfield Greenwich Group April 2004 - October 2008
Alpha Investment Management May 1997 - March 2004
Bear, Stearns & Co. August 1996 - April 1997
Standard Chartered Securities September 1994 - June 1996
Education
Columbia University - School of International and Public Affairs
Masters, International Finance & Business
Boston University
BA, International Relations & East Asian Studies
Beijing Normal University
Russell Investments January 2011 - Present
Russell Investments November 2006 - December 2010
Russell Investments November 2004 - November 2006
Sakson & Taylor September 2003 - September 2004
RyersonTull, Inc. June 2002 - June 2003
Yellow Transportation April 2000 - December 2001
Pacific Power Tech, LLC August 1997 - March 2000
Skills
Experienced Program..., Project Management, Operations Business..., ODD Risk Assessments, Analysis, Vendor Management, Application Manager, Business Process, Process Improvement, Data Management, Quality Assurance, Documenting Policies..., Employee Training, Editing
Education
University of Southern Maine 2004 — 2006
M.F.A., Creative Writing
Bellevue Community College 2003 — 2004
Technical Writing Certificate
Webster University 1994 — 1994
B.A., English
Enterprise Holdings, Inc. August 2013 - Present
Enterprise Holdings, Inc. February 2013 - August 2013
Enterprise Holdings Inc. May 2012 - February 2013
Enterprise Holdings, Inc. July 2005 - May 2012
Russell Investments May 2003 - August 2003
Skills
OpTier, OpNet, NetScout, WireShark, VitalSuite, Unix, Windows OS, Cloud Computing, Network Engineering, VoIP, Network Administration, Ignite, ITIL v3 Foundations..., Cisco MPLS ENT, SiteScope, Cisco Technologies, Compuware dynaTrace, Compuware Real User..., DNS, SSL, Apache, Tomcat, MySQL, JVM, Virtualization, Windows, Security, OPNET, System Monitoring, Wireshark, Network Design, Netscout, Management, Leadership, Data Center, Networking, Project Management, Troubleshooting
Education
Blackburn College 2000 — 2005
Bachelor's Degree, Computer Science
Jacksonville High School 1997 — 2000
Russell Investments January 2015 - Present
TD Asset Management January 2014 - January 2015
Pivotal Planning Inc. May 2010 - January 2015
Proud to be Me October 2011 - March 2014
CIBC Wood Gundy May 2008 - May 2010
ScotiaMcLeod August 1999 - May 2008
Skills
Retirement Planning, Strategic Financial..., Investments, Project Planning, Wealth Management, Investment Advisory, Estate Planning, Financial Planners, Investment Strategies, Event Management, Succession Planning, Economics, Alternative Investments, Insurance, Event Planning, Non-profit..., Public Speaking, Fundraising, Charity Work, Marketing Strategy, Money Management, Investment Management, Asset Allocation, Finance, Financial Advisory, Wealth Management..., Retirement, Mutual Funds
Education
Algonquin College of Applied Arts and Technology
Diploma, Finance
Carleton University
BA, Economics
Harding Loevner Management July 2011 - Present
US Trust January 2011 - July 2011
Genesee Investments 2006 - 2010
Wentworth, Hauser and Violich 2004 - 2006
BMO Harris Private Banking 2002 - 2004
Russell Investments 2000 - 2002
Skills
Institutional Sales, Asset Management, Equities, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Fixed Income, Equity Research, Alternative Investments, Investment Management, Capital Markets, Valuation, Derivatives, Wealth Management, Investment Advisory, Bonds, Investment Strategies, Estate Planning, Asset Allocation, Fund Of Funds, Private Equity, Series 7, Bloomberg, Asset Managment, ETFs, Financial Modeling, Financial Markets
Education
Arizona State University 1984 — 1986
BS, Economics
University of Oregon 1982 — 1984
A Place for Mom May 2015 - Present
Russell Investments September 2010 - February 2015
Denver Investment Advisors August 2008 - September 2010
TIAA-CREF October 2007 - August 2008
TIAA-CREF March 2005 - October 2007
The Leaders Group January 2004 - March 2005
North American Company for Life and Health April 2001 - October 2003
Midland Life Insurance Company 1998 - 2000
Skills
Sales Management, Coaching, Training, Leadership Development, Investments, Mutual Funds, Financial Services, Series 7, Series 24, Securities, Financial Advisory, Series 66, Strategy
Education
Gonzaga University 2014 — 2016
Master's Degree, M.A., Masters of Organizational Leadership
Bowling Green State University
BSBA, Bachelor of Science in Business Administration
Amazon November 2014 - Present
Amazon January 2014 - November 2014
Amazon April 2012 - January 2014
Russell Investments June 2011 - March 2012
Allen C. Ewing May 2007 - June 2010
Merrill Lynch 2002 - 2007
Merrill Lynch December 2004 - January 2006
Merrill Lynch February 2004 - December 2004
Skills
Problem Solving, Business Strategy, Change Management, Analysis, Team Building, Business Management, Excel, Sales Trainings, Public Speaking, Voice of the Customer, Qualitative Research, Environmental Economics, Business Process..., People Management, Microsoft Excel, Sales, Management, Leadership, Business Development, Cross-functional Team..., Finance, Mergers & Acquisitions, Customer Experience, Vendor Management, Product Management, Negotiation, Six Sigma, Coaching
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Energy & the Environment
American University 1998 — 2002
BA, Public Communication
Everest Group June 2015 - Present
Russell Investments September 2013 - May 2015
Joy M. D'Amore Consulting 2012 - 2013
H.I.G. Capital, LLC 2007 - 2011
FOLIO Investing 2002 - 2007
D'Amore HR CONSULTING 2001 - 2002
Zaplet (acquired by MetricStream) 2000 - 2001
Amazon.com 1998 - 1999
Manugistics 1997 - 1998
HR Consulting 1994 - 1996
Skills
Executive Coaching, Team Building, Talent Acquisition, Talent Assessment, Organizational..., Employee Relations, Leadership Development, Performance Management, Change Management, Management Consulting, Training, Strategic HR, Talent Management, Conflict Management, Employee Engagement, HR Generalist, Global HR Leadership, Staff Development, Private Equity, Financial Services, Succession Planning, Research, Marketing, Executive Search, Strategic Sourcing, Vendor Selection and..., Human Resources, Executive Search Firm..., Assessment and Selection, Compensation, Benefits Planning, Career Counseling, E-commerce, Recruiting, Leadership, Human Capital, Mergers & Acquisitions, MBTI, Strategy, Workshop Facilitation, Sourcing, Onboarding, Applicant Tracking..., Employment Law, Supply Chain Software, Teaching Legal Research..., Deferred Compensation, Employee Benefits, Internet Recruiting, Program Management
Education
Wesleyan University
BA, cum laude, College of Social Studies, High Distinction
American University, Washington College of Law
JD, Law
American University 1992 — 1995
M.S., Organization Development
Sidwell Friends School
HS, cum laude
Russell Investments August 2013 - Present
Colliers International April 2009 - July 2013
Microsoft June 2005 - April 2009
Microsoft 2001 - 2005
Microsoft 1997 - 2001
Skills
Cloud Computing, Integration, Data Center, Enterprise Architecture, Virtualization, Enterprise Software, Microsoft Technologies, Troubleshooting, Active Directory, Microsoft Exchange, Networking, Blackberry Enterprise..., Exchange ActiveSync, Exchange 2010/2007/2003, Microsoft..., System Center Suite, System Center, Lync Server 2010, Lync, Microsoft Online..., Office 365, Hosted Microsoft..., Microsoft Server..., Microsoft DNS, OWA, IT Management, IT Operations, IT Operations Management, IT Infrastructure..., IT Infrastructure Design, Disaster Recovery, Windows Server, Servers, ITIL, Infrastructure, DNS
Education
Washington State University 1989 — 1994
Bachelor of Arts (B.A.), Business Administration and Management, General
Ecole Supérieure de Commerce de Chambéry 1993 — 1993
International Business
Foster High School 1985 — 1989
Russell Investments June 2014 - July 2015
Medtronic March 2013 - March 2014
Wells Fargo Home Mortgage April 2011 - March 2012
IBM 2012 - 2012
Skills
Forecasting, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Lotus Notes, Essbase, Brio Query, Financial Reporting, Financial Modeling, Strategic Financial..., SAP, MS Excel Pivot Tables, vendavo, Model N, Microsoft outlook
Education
Augsburg College 2008 — 2010
Bachelor's degree, Finance, General
University of Minnesota-Twin Cities 2005 — 2007
Bachelor of Arts (B.A.), Finance, General
Freelance May 2009 - Present
Russell Investments June 2012 - July 2015
Russell Investments December 2010 - May 2012
University of Washington November 2009 - March 2011
The Daily of the University of Washington October 2008 - December 2010
Skills
Video Production, Video Editing, Writing, Photography, Final Cut Pro, Adobe Creative Suite, Photoshop, Journalism, Editing, Multimedia, Media Production, Storytelling, Television, Digital Media, After Effects, Producing, Film, Video, Social Media, Content Strategy, Film Production, Documentaries, Advertising, Creative Direction, Camera, Social Media Marketing
Education
Communication Leadership at the University of Washington 2013 — 2015
Master's of Communication: Digital Media, Digital Communication and Media/Multimedia, 3.86
University of Washington 2008 — 2011
BA, English
Blue Box, an IBM Company July 2015 - Present
Responsys September 2014 - July 2015
Russell Investments May 2013 - September 2014
T-Mobile USA April 2011 - May 2013
Holland America Line April 2010 - February 2011
e-Dialog, an eBay Company October 2006 - April 2010
Microsoft March 2006 - October 2006
CodeCorrect, Inc. (Now MedAssets) January 2005 - February 2006
Philips Oral Healthcare May 2004 - December 2004
Evergreen Food Services January 2002 - January 2004
Skills
Email Marketing, Direct Marketing, Campaign Management, Mobile Marketing, Online Marketing, Social Media, Account Management, Budgeting, Social Media Marketing, Digital Marketing, Online Advertising, Marketing Strategy, Lead Generation, Database Marketing, Viral Marketing, Facebook, Multi-channel Marketing, Digital Strategy, SEO, CRM, Budgets, Customer Segmentation..., Program Management, Strategy, Analytics, Project Management, Marketing Management, B2B, Marketing, Market Research, Web Analytics, Leadership, Management, Segmentation
Education
University of Phoenix 1998 — 2000
BS, Business Management
Bellevue College 1993 — 1996
AA, Business
Russell Investments October 2015 - Present
The Little Parrot Art Gallery April 2012 - Present
M.Rekstad Photography January 2010 - Present
Russell Investments July 2015 - September 2015
Russell Investments June 2015 - July 2015
Bethel University August 2014 - May 2015
Russell Investments May 2014 - August 2014
Toggle Toes February 2012 - October 2013
Russell Investments May 2013 - August 2013
PetSmart June 2012 - October 2012
Skills
Marketing, Photography, Leadership, Microsoft Office, Social Media, Microsoft Excel, Event Planning, Advertising, Social Networking, Graphic Design, Art, Creative Writing, Outlook, Horse Training, Editing, Photoshop, Blogging, Adobe Creative Suite, Tableau, Omniture, Google Analytics, Project Management, Marketing Research, Public Speaking
Education
Bethel University 2011 — 2015
Bachelor’s Degree, Marketing
Russell Investments July 2015 - Present
Premera Blue Cross August 2011 - November 2014
GE Energy November 2009 - February 2011
Tech Mahindra (formerly Mahindra Satyam) July 2008 - November 2009
Genesis Burson Marsteller September 2006 - July 2008
Rediffusion DYR 2004 - 2006
adidas January 2002 - January 2003
Skills
Media Relations, Public Relations, Internal Communications, Marketing Communications, Corporate Communications, Press Releases, Integrated Marketing, Management, Content Development, Strategic Communications, Leadership, Digital Marketing, Marketing, Marketing Strategy, Social Media Marketing, Reputation Management, Consulting, Strategic Planning, Employee Engagement, Copywriting, Editing, Marketing Management, Messaging, Team Management, Social Networking, Digital Strategy, Social Media, Thought Leadership, Project Management, Crisis Communications, Strategy, Blogging, Brand Management
Education
Delhi University 2001 — 2002
Marketing and Communication, Marketing Management, Brand Planning, Media Planning, Creative Planning, Advertising Research
Jesus and Mary College 1998 — 2001
Bachelor's degree, Elective English and French
Four Horsemen Investments October 2008 - Present
The Morris Trophy April 2011 - Present
U.S. Securities and Exchange Commission May 2015 - August 2015
Washington State Supreme Court Justice Debra L. Stephens Chambers January 2015 - May 2015
Seattle University April 2013 - January 2015
Russell Investments August 2014 - December 2014
Seattle University School of Law February 2014 - September 2014
U.S. Securities and Exchange Commission May 2014 - August 2014
Wayfind September 2013 - January 2014
BECU November 2010 - July 2012
Education
Seattle University School of Law 2012 — 2016
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
Seattle University 2012 — 2016
Master of Science (M.S.), Finance
University of Puget Sound 2005 — 2009
Bachelors, Communications Studies, Business Administration
Biola University 2005 — 2006
Communications
Keller Graduate School 2010 — 2011
Masters of Business Administration, Finance
Stadium High School 1999 — 2003
High School, High School/Secondary Diplomas and Certificates
Boston University Questrom School of Business August 2014 - Present
Bayer HealthCare June 2015 - August 2015
Valassis September 2012 - June 2014
Draftfcb November 2011 - August 2012
Disney ABC Television Group January 2011 - November 2011
Disney Interactive June 2008 - December 2010
Russell Investments June 2007 - May 2008
Russell Investments May 2006 - December 2006
Skills
Integrated Marketing, Digital Marketing, Digital Strategy, Advertising, Online Advertising, Analytics, Digital Media, Copywriting, Media Planning, Strategy, Interactive Marketing, Mobile Marketing, Management, Social Media Marketing
Education
Boston University - School of Management 2014 — 2016
MBA, Health/Health Care Administration/Management
University of Puget Sound 2004 — 2008
B.A., Business Leadership, Spanish, Politics
Cervantes Institute 2007 — 2007
Diploma, Spanish as; Foreign Language
Universidad Complutense de Madrid 2007 — 2007
Russell Investments May 2008 - Present
Cleantech Capital Group, LLC, May 2006 - April 2007
State Street Global Advisors October 2002 - December 2005
Panagora Asset Management October 2001 - September 2002
State Street Global Advisors June 1999 - September 2002
Grantham, Mayo, Van Otterloo November 1997 - June 1999
State Street Bank and Trust November 1996 - November 1997
Massachusetts Casualty Insurance Company March 1995 - November 1996
Hanover Insurance Group 1996 - 1996
Skills
Investments, Asset Managment, Alternative Investments, Mutual Funds, Portfolio Management, Asset Management, Equities, Bloomberg, Asset Allocation, Investment Management, ETFs, Investment Strategies, Hedge Funds, Fixed Income, Risk Management, Financial Analysis, Financial Services, Financial Modeling, Securities
Education
Boston University Questrom School of Business 1999 — 2000
MBA Candidate
University of Rhode Island 1990 — 1994
BS, ECN
Worcester Academy 1987 — 1990
Diploma, Prep School, Honor Student
Neuberger Berman May 2015 - Present
Imprint, a Sullivan Content Lab January 2015 - May 2015
BlackRock & iShares May 2012 - December 2014
Russell Investments August 2011 - May 2012
Russell Investments June 2010 - August 2011
Verathon Medical February 2009 - June 2010
WASSER Studios July 2008 - February 2009
FedEx Office June 2007 - July 2008
Western Washington University September 2006 - June 2007
Hertz Local Edition January 2006 - August 2006
Skills
Direct Marketing, Social Media Marketing, Web Analytics, Advertising, Customer Service, Market Research, Marketing, Time Management, Online Marketing, Marketing Strategy, Web Design, Event Management, Brand Management, Strategic Partnerships, Team Management, Strategy, Content Strategy, Facebook, Salesforce.com, Creative Problem Solving, Competitive Analysis, SharePoint Designer, Social Media, Cross-functional Team..., Budgets, Copywriting, Analytics, Collateral Management, Graphic Design, Adobe Creative Suite, Product Marketing, Account Management, Microsoft Office, Business Strategy, Creative Direction, Google Analytics, Digital Marketing, Master Control, Profit Improvement, Rationalization, Collateral Design, Print Production, Technical Writing, Product Life Cycle..., Budget Management, Budget Preparation, SEO, Digital Media, Problem Solving, Management
Education
American InterContinental University 2010 — 2011
MBA, Marketing
Western Washington University 2003 — 2007
B.A, Political Science; International Relations
Alight, Inc. January 2013 - Present
University of Phoenix September 2009 - Present
Alight, Inc. December 2011 - January 2014
BYU-Idaho September 2012 - July 2013
Alight, Inc. April 2011 - December 2011
Russell Investments September 2009 - April 2011
Weyerhaeuser Company May 2006 - September 2009
Intel Corporation May 2005 - August 2005
The Layton Companies January 2002 - August 2004
Digital Gateway November 1999 - January 2002
Skills
Forecasting, Financial Modeling, Financial Analysis, Budgets, Business Analysis, Strategic Planning, Management, Leadership, Strategy, Access, Project Planning, Training, Finance, Microsoft Excel, Accounting, Process Improvement, Variance Analysis, Analysis, Business Planning, Mergers & Acquisitions, Financial Reporting, ERP, Valuation, Management Consulting, Strategic Financial..., Managerial Finance, Investments, Business Process..., Data Analysis, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
MBA, Finance
Brigham Young University 1999 — 2001
Bachelor, Accounting
Brigham Young University - Idaho 1994 — 1998
Associate of Arts and Sciences (A.A.S.), Accounting
Quest Diagnostics 2014 - Present
Peace Corps 2012 - 2014
Amazon.com 2010 - 2012
MultiCare Health System 2009 - 2010
Russell Investments 2007 - 2009
KPLU (National Public Radio) 2005 - 2007
General Electric 2006 - 2006
General Electric 2005 - 2005
Skills
Media Relations, Strategic Communications, Public Relations, Corporate Communications, Editing, Marketing, Research, Project Management, Social Media, Event Planning, Community Development, Marketing Communications, Fundraising, Management, Community Outreach, Portuguese
Education
Pacific Lutheran University
Bachelor of Arts, Communication and Spanish
Universidad Nacional de Trujillo
Advanced Spanish Language Certificate
Russell Investments February 2014 - May 2015
Standard & Poor's June 2012 - January 2014
Obelis s.a. January 2011 - April 2011
Skills
Economics, Microsoft Excel, Market Research, Financial Analysis, PowerPoint, Public Speaking, Russian, Russian politics, Emerging Markets, Political Economy, European Union
Education
Brigham Young University 2015 — 2017
Master of Business Administration (MBA)
Utah State University - Jon M. Huntsman School of Business
B.S., Economics
Saint Petersburg State University
Russian Studies
Heitman July 2015 - Present
Russell Investments March 2014 - June 2015
Russell Investments May 2011 - March 2014
Russell Investments February 2006 - May 2011
Meketa Investment Group 2004 - 2006
Alcatel-Lucent July 2001 - August 2004
Skills
Asset Management, Investments, Alternative Investments, Private Equity, Due Diligence, Portfolio Management, Valuation, Financial Modeling, Equities, Hedge Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2004
Boston College 1997 — 2001
Nordstrom September 2015 - Present
Nordstrom June 2015 - August 2015
Russell Investments October 2014 - June 2015
Neudesic November 2013 - August 2014
Nordstrom July 2013 - August 2013
Gap Inc. August 2011 - July 2013
Bellevue College Rotaract December 2011 - June 2012
Skills
Customer Service, Sales, Photoshop, Java, Public Relations, Teamwork, InDesign, Programming, JavaScript, jQuery, CSS3, HTML 5, Illustrator, PHP, SQL, Graphic Design, Web Design, User Experience, User-centered Design, Paper Prototyping, User Research, C#, After Effects, Video Production
Education
University of Washington 2012 — 2015
Bachelor’s Degree, Informatics, Cum Laude
Bellevue Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), 3.95
Kentridge 2008 — 2012
High School/Secondary Diplomas and Certificates
ProMotion Holdings Global, Inc. January 2005 - Present
Portfolio Strategy Consulting, Inc. 1993 - 2002
Bridgewater Associates 1991 - 1993
Russell Investments 1988 - 1991
Skills
Public Speaking, Video Production, Corporate Communications, Live Events, Non-profit Videos, Commercials, Motion Graphics, Multimedia, Streaming Media, Creative Services, Social Media, Court Reporting, Legal Video, Litigation Support, Trial Presentation, Accessibility, Trials, Marketing, Depositions, Video Conferencing, Video, Courts, Sound, Videography, Events, Non-profits, Marketing Communications, Film, Nonprofits, Video Editing, Mediation, Intellectual Property, Graphics, Editing, New Media, Training, Documentaries, Producing, Media Production, Final Cut Pro, Web Video, Social Media Marketing, Creative Direction, After Effects, Animation, Broadcast, CRM, Content Strategy, Digital Media, Digital Video
Education
Seattle University School of Law 1983 — 1987
JD, Law
University of Washington 1977 — 1983
BA, Psychology
Art Institute of Seattle 2003 — 2004
AA, Video Production
Cutter Associates January 2013 - Present
Northern Trust May 2012 - December 2012
Northern Trust December 2011 - May 2012
Russell Investments March 2007 - January 2012
Russell Investments March 2007 - January 2009
Capital Group Companies March 2006 - January 2007
Western Asset Management January 2006 - April 2006
BusinessEdge Solutions April 2005 - September 2005
State Street Corp March 2004 - April 2005
Putnam Investments March 2001 - July 2003
Skills
Project Management, Business Analysis, Integration, Analysis, Management, Leadership, Contract Negotiation, Financial Services, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2004
MBA, Finance
Emory University 1990 — 1994
B.A, History
Thayer Academy 1986 — 1992
Group Health Cooperative January 2012 - Present
Russell Investments May 2010 - December 2011
Nordstrom January 2008 - April 2010
Shree Infotech June 2005 - December 2007
Skills
.NET, VB.NET, C#, Microsoft SQL Server, WCF, ASP.NET MVC, MVC, XML, Crystal Reports, SSRS, SSIS, CSS, JavaScript, VBScript, jQuery, WPF, Silverlight, MS Visio, UML, TFS, VSS, IIS, Oracle, T-SQL, Web Series, DHTML, Visual Studio
Education
Nirma Institute Of Technology 2000 — 2005
Bachelor of Engineering (BEng), Computer Engineering, A
C N Vidhyalay, Ahmedabad, INDIA 1990 — 2000
High School, Science
Russell Investments July 2014 - Present
Russell Investments September 2010 - July 2014
Seattle University September 2011 - June 2014
Toastmasters International March 2012 - March 2013
Hyprotek Inc January 2010 - August 2010
Gonzaga University September 2009 - August 2010
Gonzaga University August 2009 - August 2010
Purcell Systems January 2010 - May 2010
Morgan Stanley Smith Barney November 2006 - February 2009
US Bank October 2005 - August 2006
Skills
Portfolio Management, Investments, Valuation, Financial Analysis, Customer Relations, Excel, Market Research, Business Strategy, Financial Modeling, Marketing Strategy, New Business Development, Salesforce.com, Competitive Analysis, Strategy, Asset Management, Entrepreneurship, Financial Advisory, Mutual Funds, Integrated Marketing, Start-ups, Risk Management, Hedge Funds, Wealth Management, Asset Allocation, Alternative Investments, Capital Markets
Education
University of California, San Diego 2015 — 2017
Certificate, Spanish Language and Literature
San Diego State University-California State University 2015 — 2016
Professional Certificate in the Business of Wine
Seattle University 2011 — 2014
Master of Science (M.S.), Finance
Gonzaga University Graduate School of Business
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Western Washington University
Bachelor of Arts (B.A.), Business Administration, Major: Finance, Minors: Economics and Accounting
Russell Investments May 2015 - Present
Russell Investments January 2015 - May 2015
Leemon + Royer, PLLC May 2014 - December 2014
Seattle University School of Law August 2013 - September 2014
The Arbiter 2011 - 2012
Skills
Editing, Social Media, Facebook, Microsoft Office, Social Media Marketing, Blogging, Research, Proofreading, Microsoft Excel, Social Networking, Journalism, PowerPoint, Technical Writing, Copy Editing, WordPress, Event Planning, SEO, Critical Thinking, Creative Writing, Newspapers, News Writing, Web Content, Microsoft Word, Public Speaking, Legal Research, Legal Writing, Legal Issues
Education
Seattle University School of Law 2013 — 2017
Doctor of Law (J.D.)
Seattle University 2014 — 2017
Master of Business Administration (M.B.A.)
Boise State University 2008 — 2012
Bachelor of Arts (B.A.), English Writing
Texas A&M University 2003 — 2004
Student 2012 - 2013
Russell Investments March 1989 - January 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Analysis
Education
Ashford University 2012 — 2016
Bachelor of Science (BS), Applied Psychology
Ashford University 2012 — 2016
Ashford University 2012 — 2016
Pierce College at Fort Steilacoom 1987 — 1989
French Language and Literature
Pierce College at Puyallup 1987 — 1989
Economics
Clover Park Technical College 1984 — 1986
Certificate, Accounting and Finance
Starbucks July 2012 - Present
Ann Ramsay-Jenkins January 1995 - Present
Russell Investments May 2011 - April 2012
Plymouth Church, Seattle April 2005 - November 2011
United Way of King County January 1994 - December 1994
Bank of America April 1986 - December 1993
Skills
Office Management, Training, Non-profits, Fundraising, Event Planning, Microsoft Office, Research, PowerPoint, Microsoft Excel, Microsoft Word, Editing, Volunteer Management, Social Media, Public Speaking, Listener, Scanners, Photocopier, Time Management, Reading Comprehension, Active Learning, Office Organizing, Social Perceptiveness, Service Orientation, Calendaring, Expense Reports, Concur, Nonprofits, Management
Education
Western Washington University
BA
Bellevue Community College
Providence Health & Services March 2013 - Present
Russell Investments December 2010 - August 2012
Providence Health & Services September 2010 - December 2010
Chase/Washington Mutual Bank April 2001 - May 2010
Gig Harbor Ford April 2000 - December 2000
Capitol Car Centers July 1998 - April 2000
US Bank October 1997 - June 1998
Skills
Vendor Management, Project Management, SharePoint, Forecasting, Negotiation, Risk Management, Financial Analysis, Contract Management, Proposal Writing, Inventory Management, Department Budgeting, Data Analysis, Sales Management, Procurement, Medical Technology, Strategic Financial..., Product Development, Communication, Cost Allocation, Governance, Application Lifecycle..., Healthcare, Healthcare Management, Interfaces, HL7, OnBase, Data Interfaces, Epic Systems, Data Conversion, Conversion Optimization, CMS
Education
University of Washington 1995 — 1996
BA, Business Management, Finance, Marketing
Arizona State University 1990 — 1991
Aeronautical Engineering Technology
Russell Investments February 2015 - Present
Towers Watson July 2012 - February 2015
Towers Watson June 2011 - June 2012
Stage Stores Inc June 2009 - May 2010
Macy's May 2008 - August 2008
UPS May 2007 - August 2007
Skills
Stata, Microsoft Excel, Microsoft Office, Microsoft SQL Server, Analytical Skills, Leadership, Interpersonal Skill, Problem Solving, Financial Services, Access, Asset Allocation, Investments, Investment Management, Financial Modeling, Strategy, Portfolio Management, Analysis, Financial Analysis, Sales, Data Analysis, Finance, Management
Education
Boston University 2010 — 2011
Master's degree, Economics
Texas A&M University, College 2005 — 2009
Bachelor's degree, Economics
Russell Investments June 2012 - Present
Russell Investments May 2011 - August 2012
Russell Investments January 1994 - May 2011
Ernst & Young October 1991 - January 1994
Skills
Investment Management, Fund Administration, Asset Management, Fund Accounting, Mutual Funds, Alternative Investments, Product Management, Investments, Asset Managment, Hedge Funds, ETFs, Fund Of Funds, Asset Allocation, Investment Strategies, Equities, Financial Services, Series 7, Fixed Income
Education
Biola University 1987 — 1991
B.S., Accounting
Loring Ward January 2012 - Present
Russell Investments August 2010 - December 2011
Wells Fargo Investments November 2005 - December 2009
Fifth Third Bank 2001 - 2005
Ionia County National Bank August 1998 - November 2001
Skills
Asset Allocation, Investment Advisory, Wealth Management, Series 7, Portfolio Management, Series 63, Mutual Funds, Alternative Investments, Investments, Securities, Retirement Planning, Asset Management, Equities
Education
College for Financial Planning
Alma College 1993 — 1997
Bachelor of Arts, Spanish and International Business
Ionia High School
TJX Companies September 2011 - Present
Russell Investments February 2011 - September 2011
Cisco October 2008 - February 2011
Yahoo! June 2008 - September 2008
Pfizer September 2007 - May 2008
Cognizant February 2006 - May 2008
Satyam Computers March 2003 - February 2006
Education
Birla Institute of Technology and Science, Pilani 2003 — 2005
MS, Computer Sciences
Pune University 1997 — 2001
Russell Investments September 2010 - Present
Natick Retirement Board 2008 - 2014
Congress Asset Management June 2008 - September 2010
Mass PRIM February 2003 - June 2008
North East Brewing Company June 1996 - February 2003
Hagler, Mastrovita & Hewitt 1993 - 1996
Skills
Institutional, Alternative Investments, Asset Allocation, Hedge Funds, Asset Managment, Investment Management, Investments, Series 7, Investment Strategies, Private Equity, Endowments, Institutional Investors, Series 63, Institutional..., Asset Management, Fund Of Funds, Portfolio Management, Equities, Fixed Income, Consultant Liaison
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
MSF, Finance
University of Vermont 1985 — 1989
BS, Business
Falmouth High School 1981 — 1985
Cordium (formerly HedgeOp Compliance) April 2013 - Present
Proskauer Rose LLP March 2011 - April 2013
Russell Investments September 2009 - February 2011
Ropes & Gray LLP April 2005 - August 2009
Foley Hoag LLP September 2002 - March 2005
Skills
Hedge Funds, Private Equity Firms, Private Equity..., Real Estate Private..., Venture Capital, Fund Of Funds, Investment Management, Investments, Private Equity, Due Diligence, Alternative Investments, Mutual Funds, Finance, Asset Management, Funding, Corporate Law, Securities, Risk Management
Education
Brandeis University
B.A., Fine Arts
Northeastern University School of Law
J.D.
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
Saint John's Program for Real Change March 2015 - Present
St. John's Shelter for Women & Children October 2013 - Present
Saint John's Program for Real Change April 2014 - March 2015
Moody's Investors Service January 2009 - September 2009
CGI August 2007 - December 2008
Russell Investments July 2000 - July 2007
University of Puget Sound August 2004 - February 2007
Skills
Business Analysis, Project Management, Requirements Analysis, Management, Leadership, Process Improvement, Strategic Planning, Team Leadership, Business Intelligence, Data Analysis, SharePoint, Business Strategy, Databases, IT Strategy, Agile Methodologies, Data Warehousing, Business Process, Nonprofits, Requirements Gathering, Strategy, Cross-functional Team...
Education
University of Puget Sound 2000 — 2002
BA, Politics & Gov't
Bellevue College 1998 — 2000
Barclays June 2015 - Present
Capco February 2015 - June 2015
JPMorgan Chase & Co. October 2014 - February 2015
ABN AMRO Bank N.V. December 2013 - September 2014
Barclays Capital June 2012 - December 2013
Russell Investments November 2011 - June 2012
Financiers Without Borders at Baruch College January 2011 - March 2012
Barclays Capital May 2011 - August 2011
Coleman Research Group January 2011 - May 2011
Volunteer Income Tax Assistance Program October 2009 - March 2011
Skills
Excel, VBA, Macro, Salesforce.com, Pivot Tables, Vlookup, Financial Modeling, MS Office Suite, Bloomberg Terminal, Financial Markets, DTC, Reuters, Quicken, Stock Market, Stock Exchange, Stock Trading, Stock Picking, Equity Research, Microsoft Office
Education
City University of New York-Baruch College 2008 — 2012
Bachelor of Arts (B.A.), Business Communications & Economics
John Dewey High School 2003 — 2007
Computer Science
Russell Investments February 2007 - Present
JohnFujiwara.com January 2001 - January 2011
University of Maryland Medical System December 2005 - February 2007
Skills
ASP.NET, HTML5, Advanced CSS, XSLT, JavaScript, C#, SQL, CSS, Web Standards, Application Design, Web Applications, jQuery, Software Design, Web Development, User Experience, Microsoft SQL Server, CMS, XHTML, XML, HTML, HTML 5
Education
Art Institute of Seattle 1999 — 2001
AAA, Multimedia and Web Design
University of Virginia 1992 — 1996
BA, Biology
Russell Investments July 2015 - Present
Shearwater International (Techstars 2015) July 2014 - September 2014
Planned Parenthood of the Great Northwest January 2014 - March 2014
World Affairs Council October 2013 - December 2013
Brejning Efterskole October 2012 - December 2012
Skills
Strategy, Leadership, Project Management, Film Production, Film Editing, Business Development, Community Engagement, Translation, R, Data Analysis, Financial Modeling, Financial Analysis, Digital Marketing, Econometrics, Stata, Research, Business Analysis, Marketing Strategy, Consulting, Macroeconomics, Independent Thinking, Lean Startup
Education
University of Washington
Bachelor of Arts, Philosophy and Economics
Dartmouth College - The Tuck School of Business at Dartmouth
Tuck Business Bridge
New York University
Media and Film
Beijing Film Academy
Russell Investments November 2012 - Present
Russell Investments April 2011 - August 2012
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) January 2005 - April 2011
Bernstein Investment Research & Management February 2003 - January 2005
Bernstein Global Wealth Management March 2001 - February 2003
Education
Birmingham-Southern College
BS, International Business and Business Administration - Finance
Rijksuniversiteit Groningen
MSc, International Business
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
Vera Whole Health 2015 - Present
ACME Business Consulting 2014 - 2015
Rainier Investment Management 2009 - 2014
Russell Investments 2007 - 2009
Safeco Insurance 2006 - 2007
International Delphi Center 2004 - 2006
Washington Mutual Bank 2000 - 2004
U.S. Environmental Protection Agency 1991 - 2000
Skills
Change Management, Strategic Planning, Organizational..., Business Process..., PMO, Operational Excellence, Program Management, Business Strategy, Team Building, Process Engineering, Leadership Development, Mergers, Cross-functional Team..., Project Portfolio..., Project Management, Outsourcing, Business Process, Business Analysis, Leadership, Management, Integration
Education
Boston University 2012 — 2012
Project Management Professional Certification, Completed
University of Washington
Masters, Organizational Change Management
Illinois Wesleyan University
Bachelor of Arts, Communications
Mirae Asset Global Investments (USA) LLC October 2011 - Present
Russell Investments December 2007 - May 2009
Oppenheimer & Co. June 1999 - May 2007
Education
Boston University - School of Management 1993 — 1997
BSBA, Business Management
South Puget Sound Community College January 2015 - Present
South Sound YMCA May 2014 - Present
Cross Nutritional Supplements July 2013 - Present
Boise State University January 2011 - May 2012
YMCA May 2009 - January 2012
YMCA Healthy Living Branch July 2011 - December 2011
Qwest Arena December 2007 - February 2009
Russell Investments May 2007 - November 2007
Varsity Communications, Inc January 2007 - October 2007
Washington State Youth Soccer Association October 2003 - December 2006
Skills
Event Planning, Marketing, Management, Customer Service, Microsoft Excel, Press Releases, Sponsorship, Data Entry, Administrative..., Human Resources, Sports, Direct Marketing, Event Management, Social Media, Public Speaking, Public Relations
Education
Boise State University 2011 — 2013
Health Promotion
Valley Christian High School 1986 — 1989
NASM
Certified Personal Trainer
Russell Investments September 2012 - Present
Fiorito Consulting February 2011 - September 2012
Russell Investments April 2010 - February 2011
Russell Investments August 2004 - April 2010
Skills
Mutual Funds, Investments, Series 7, Investment Strategies, Financial Services, Series 66, Product Marketing, Marketing Strategy, Alternative Investments
Education
Baylor University - Hankamer School of Business 1999 — 2002
Bachelor of Business Administration (B.B.A.), Financial Services & Planning
Decatur 1995 — 1998
Lillian Austin Design July 2003 - Present
Weyerhaeuser September 2005 - 2014
Washington State Senate October 2001 - January 2005
Russell Investments 1990 - 2001
Skills
Collateral, Packaging, Adobe Creative Suite, Marketing Communications, Strategic Planning, Corporate Communications, Marketing Strategy, Corporate Branding, Graphics, Graphic Design, PowerPoint, Leadership, Public Relations, Social Media, Direct Marketing, Internal Communications, Newsletters, Brand Development, Process Improvement, Trade Shows, Cross-functional Team..., Illustrator, InDesign, Social Media Marketing, Advertising, Marketing, Project Management, Product Development, Photoshop, Strategic Communications, Event Planning, Microsoft Office, Branding & Identity
Education
Art Institute of Seattle 1984 — 1986
Associate of Arts (AA), Graphic Design
E*TRADE Financial Corporation August 2015 - Present
BNY Mellon April 2014 - February 2015
Russell Investments March 2010 - April 2014
Merrill Lynch March 2008 - March 2010
Merrill Lynch July 2005 - March 2008
Deutsche Bank December 2000 - May 2005
Morgan Stanley 1994 - 2000
Skills
Integration, Enterprise Architecture, Electronic Trading, Business Analysis, Agile Methodologies, Leadership, Trading Systems, Architecture, Risk Management, Business Intelligence, Fixed Income, Derivatives, IT Management, Software Project..., IT Strategy, Program Management, Management, SDLC, Vendor Management, Equities, Market Data, Architectures
Education
Columbia University in the City of New York 1990 — 1994
Ph.D., Computer Science
Brandeis University 1980 — 1984
BA, Physics and Computer Science
ALPS, A DST Company May 2013 - Present
Russell Investments June 2011 - August 2012
Grail Advisors, LLC April 2009 - March 2011
Putnam Investments May 2002 - February 2009
Scudder Investments 1993 - 2002
John Hancock Financial Services January 1990 - April 1992
Skills
Investments, Institutional Sales, Mutual Funds, Alternative Investments, Asset Allocation, Series 7, Equities, Asset Management, Investment Strategies, Fixed Income, Portfolio Management, Investment Management, Series 63, ETFs
Education
Suffolk University - Sawyer Business School 1996 — 1998
MSF, Finance
Bentley University 1986 — 1990
Bachelor of Science (B.S.), Finance
Russell Investments April 2010 - August 2012
Nielsen Online June 2009 - February 2011
The Nielsen Company September 2005 - May 2009
Skills
SDLC, Project Management, Testing, Change Management, Business Analysis, Agile Methodologies, Microsoft SQL Server, Software Development, ITIL, IT Strategy, Visio, XML, Scrum, Program Management, Requirements Gathering, Data Warehousing, Requirements Analysis, Software Project..., PMP, Databases, SQL
Education
Anna University 2001 — 2005
Bachelor of Technology, Information technology
J.P. Morgan May 2014 - Present
Russell Investments 2010 - April 2014
Commonfund 1991 - 2010
Skills
Hedge Funds, Asset Managment, Investments, Private Equity, Investment Strategies, Investor Relations, Alternative Investments, Team Leadership, Series 7, New Business Development, Asset Allocation, Investment Management, Business Development, Fund Of Funds, Asset Management, Endowments, Series 63, Due Diligence, Business Strategy, Fixed Income, Emerging Markets, Portfolio Management, Equities, Institutional...
Education
University of Redlands 1993 — 1995
MBA
Baylor University - Hankamer School of Business 1987 — 1991
Business Administration, Finance and General Business
Russell Investments July 2012 - Present
Russell Investments June 2010 - June 2012
Russell Investments November 2004 - June 2010
Raymond James Financial Inc. September 2001 - November 2004
Raymond James Financial Inc. September 2000 - September 2001
Raymond James Financial Inc. February 1996 - September 2000
Raymond James Financial Inc. January 1992 - February 1996
Education
Auburn University 1987 — 1991
Bachelor of Arts (B.A.)
Russell Investments January 2014 - Present
FactSet Research Systems October 2009 - December 2013
FactSet October 2006 - October 2009
FUJIFILM Medical Systems U.S.A., Inc. September 2005 - September 2006
Aon Hewitt March 2005 - September 2005
Skills
Quality Assurance, Excel, SQL, Microsoft Office, HTML, Word, Data Analysis, PowerPoint, SQL Server, Product Management, Java, Customer Relations, Business Analysis, Account Management, Outlook, Writing, Analysis, C++, Dreamweaver, XML, Project Planning, Management, Customer Service, Process Improvement, Market Data, Software Project...
Education
Boston University 2007 — 2009
M.S, Computer Information Systems; Database and Knowledge Management
Virginia Polytechnic Institute and State University 2000 — 2004
B.S, Industrial and Systems Engineering
Tata Consultancy Services June 2012 - Present
Russell Investments May 2010 - Present
Tata Consultancy Services April 2010 - Present
Tata Consultancy Services June 2008 - September 2010
Perot Systems 2005 - 2008
OTIS - ISRC 2005 - 2008
Skills
Microsoft SQL Server, ASP.NET, .NET, SDLC, Requirements Analysis, VB.NET, Databases, ASP.NET MVC, SSIS, ADO.NET, C#, SSRS, SharePoint, JavaScript, SQL Server Management..., LINQ, TFS, Subversion, Visual Studio, Design Patterns, ASP.NET AJAX, jQuery, AJAX, C# 2.0, C# 4.0, Tortoise SVN, TeamCity, Project Management, gitlab, Python, R
Education
Bharati Vidyapeeth 2001 — 2005
B.E., Computer Engineering
Russell Investments September 1991 - November 2008
PricewaterhouseCoopers July 1990 - August 1991
Merrill Lynch June 1980 - July 1990
Merrill Lynch 1981 - 1990
Merrill Lynch 1981 - 1990
Education
Baruch College, City University of New York (CUNY) 1983 — 1984
Graduate courses, Finance
Queens College 1974 — 1978
BA, Psychology
GuideStone Financial Resources August 2014 - Present
Fisher Investments October 2011 - July 2014
IMI Consulting May 2011 - October 2011
G.E. Aviation March 2007 - March 2008
Russell Investments March 2001 - March 2007
Russell Investments November 1999 - March 2001
Russell Investments November 1998 - November 1999
Russell Investments November 1997 - November 1998
Skills
Investment Management, Mutual Funds, Investments, Asset Allocation, Portfolio Management, Financial Services, Equities, Investment Advisory, Wealth Management, Project Management, Fund Accounting, Alternative Investments, Investment Strategies, Securities, Asset Management, Fixed Income, ETFs, Hedge Funds, Contract Negotiation, Asset Managment, Client Facing Skills, Client Development, Institutional..., Client Relations Skills, Investment Company Act, Investment Advisor..., Global Regulatory...
Education
College for Financial Planning 2011 — 2011
CMFC®
College for Financial Planning 2010 — 2011
AAMS®
Arizona State University - W. P. Carey School of Business
B.S.
Dimond High
Colliers-International June 2013 - Present
Caradigm USA LLC February 2012 - May 2013
Russell Investments January 2011 - April 2012
Philips August 2008 - December 2010
Bill & Melinda Gates Foundation August 2007 - May 2008
Amgen October 2001 - August 2007
Netstock Direct June 1999 - September 2001
NeoPath, Inc. May 1997 - June 1999
U S West NewVector Group May 1988 - April 1997
Skills
Executive..., Outstanding time..., Office Management, Travel Management, Executive Calendar..., Audio Conferencing, Video Conferencing, Team-oriented, Planning..., Account Reconciliation, Project Management, Moves Management, Facilities Management, Procurement, Proactive self-starter, Cross Functional Team..., Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Lotus Notes, Microsoft Word, Cost Savings Strategies, Supervisory Experience, Confidentiality, Conference Organization, Drafting Correspondence, Board Relations, Event Planning, Heavy Calendaring, Liasoning, Onboarding, Biotechnology, Proofreading, Increasing Operational..., Customer Service, Interpersonal Leadership, Expense Reports, Exceptional organization, Pay Close Attention to..., Document Retrieval, SharePoint, Interviewing Skills, Dependable Team Player, Succession Planning, Employee Relations, Time Management, Program Management
Education
Lakenheath High School
Nettleton Business College and Computer Institute 1970 — 1971
Executive Secretarial Science Certification, Administration, 3.9
Bellevue Community College
continuing courses, Math, Sciences and Interior Design, 3.9
Rainier Investment Management 2008 - Present
Russell Investments 1995 - 2008
PricewaterhouseCoopers September 1988 - September 1995
Skills
Asset Managment, Mutual Funds, Investments, Equities, Series 7, Risk Management, Financial Services, Fixed Income, Financial Analysis, Securities, Portfolio Management, Asset Allocation, Executive Management, Asset Management, Investment Management
Education
Boston College 1984 — 1988
BA, Accounting
Ramsey & Associates, Inc. June 2010 - Present
U.S. Census Bureau -- Census Coverage Management May 2010 - June 2010
First Investors Corporation April 2009 - December 2009
Russell Investments 2008 - 2009
Johnson, Stone & Pagano, P.S. January 2006 - April 2008
Windermere Real Estate June 2004 - December 2005
Skills
Asset Allocation, Financial Analysis, Accounting, Microsoft Excel, Accounts Receivable, Microsoft Word, Operations Management, Management, Series 65, Mutual Funds, Morningstar Office, Retirement Planning, Financial Reporting, Data Analysis, Databases, Wealth Management, Accounts Payable, Series 6, Finance, Strategic Financial..., Investment Strategies
Education
Boston University - Metropolitan College 2014 — 2015
Financial Planning, BU's Program for Financial Planning
University of Washington 2007 — 2009
Bacholers, Finance
Russell Investments March 2013 - Present
Russell Investments January 2011 - March 2013
Russell Investments June 2003 - July 2011
EVERGREEN PORTFOLIO SERVICES October 2002 - June 2003
EVERGREEN PORTFOLIO SERVICES February 2001 - October 2002
Wachovia Bank March 2000 - February 2001
Wachovia Bank - Performance Measurement Group June 1998 - February 2001
Skills
Equities, Investments, Analysis, Asset Allocation, Trading, Financial Services, Mutual Funds, Finance, Financial Risk, Investment Banking, Asset Management, Investment Strategies, Portfolio Management
Education
Appalachian State University 1994 — 1998
BSBA, Finance, Management, Int'l Business
Russell Investments March 2013 - Present
Russell Investments February 2011 - March 2013
Neuberger Berman July 2006 - February 2011
Neuberger Berman April 2005 - July 2006
AllianceBernstein September 2004 - April 2005
Skills
Portfolio Management, Financial Services, Mutual Funds, Client Relations Skills, Equities, Client Services, Client Presentation, Account Management, Indexing, ETFs, Index Funds, Qualifying Prospects, Cross Selling, Investments, Performance Attribution, Relationship Management, Competitive Analysis, Bloomberg Terminal, FactSet, Morningstar
Education
Boston College 2000 — 2004
BS, Finance & Economics
Sun Life Financial April 2015 - Present
Sun Life Financial August 2014 - April 2015
Sun Life Financial August 2013 - August 2014
Sun Life Financial August 2012 - August 2013
Boston College September 2011 - August 2012
Russell Investments June 2011 - August 2011
Boston College September 2009 - May 2011
Societe Generale June 2010 - August 2010
PrimeLink Recruitment Consultants Ltd. June 2009 - August 2009
YMCA 2008 - 2009
Skills
PowerPoint, Microsoft Office, Facebook, Social Media, Microsoft Excel, Research, SPSS, Microsoft Word, Editing, Mandarin, Mac, Social Networking, Customer Service, Public Relations
Education
Boston College 2008 — 2012
Bachelor of Science (BS), Finance and Marketing
Loomis Chaffee School 2004 — 2008
High School Diploma
Boston University
Boston University
Madeline December 2014 - Present
Dogtopia Nashville January 2008 - Present
Russell Investments March 2000 - June 2007
JSP Securities August 1996 - 2000
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
MBA
Auburn University
Bachelor of Arts
Sustainable Growth Advisers, LP January 2014 - Present
Russell Investments October 2011 - June 2013
Russell Investments May 2002 - October 2011
Russell Investments October 1999 - May 2002
Harnsichfeger Industries 1995 - 1999
Marquette University 1993 - 1995
M&I Wealth Management, Inc. 1984 - 1993
Skills
Investment Manager..., Portfolio Construction, Portfolio Analysis, Risk Analysis, Investment Guideline..., Fee Negotiations, Client Relations, Project Management, Leadership, Mentoring, Pension Trustee, Endowment and..., Liability Management, Portfolio Management..., Portfolio Management, Investments, ALM, Fixed Income, Equity Research, Finance, Risk Management, Investment Management, Investment Strategies, Mutual Funds, Fund Of Funds, Hedge Funds, Equities, Asset Management, Asset Allocation
Education
Washington University in St. Louis - Olin Business School 1982 — 1984
MBA, Finance and Marketing
Beloit College 1978 — 1982
BA, Economics and Management
Russell Investments December 2011 - Present
Russell Investments April 2005 - December 2011
Russell Investments July 2002 - April 2005
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Investments, Mutual Funds, Hedge Funds, Investment Management, Investment Strategies, Financial Services
Education
Columbia University in the City of New York
Candidate, Master of Science (MS), Sustainability Management
Binghamton University - School of Management 1998 — 2002
Bachelor's Degree, Finance and Management Information Systems
It Works Global April 2012 - Present
Russell Investments 1989 - 1997
Skills
Fitness, Supplements, Home Based Business, Customer Service, Team Building, Coaching, Direct Sales
Education
Bellevue Community College 1987 — 1989
Business
Russell Investments 2011 - 2011
Education
Arizona State University 2007 — 2011
FedEx Express October 1997 - Present
Blue Cross Blue Shield of Montana December 1984 - May 1999
Russell Investments May 1983 - November 1983
Skills
Air Freight, Transportation, Freight, Logistics, Transportation..., Shipping, Freight Forwarding, LTL, 3PL, International Logistics, Operations Management, Customs Regulations, Warehousing
Education
Bemidji State University 1980 — 1982
Embry Riddle Aeronautical University-Worldwide
Russell Investments September 2015 - Present
Russell Investments July 2015 - September 2015
Russell Investments November 2014 - June 2015
AT&T June 2014 - September 2014
Neudesic / Amerishore November 2012 - June 2014
De La Salle Student Co-Operative May 2010 - December 2010
De La Salle Student Co-Operative May 2009 - May 2010
Skills
Scrum, Agile Methodologies, C#, C++, Java, JavaScript, HTML, Programming, JIRA, Quality Assurance, Testing, Test Cases, Visual Studio, SDLC, Microsoft Office, AngularJS, Test Manager, Logisim, Bug Tracking, Atlassian JIRA, Visio, Microsoft Publisher, Confluence, Github, Jenkins, Visual Basic, CAD, SQL Server Management...
Education
University of Washington 2013 — 2015
B.S. degree in Computer Science and Software Engineering, Computer Science, 3.51
Bellevue Community College 2012 — 2013
Associate Track II, Computer Science, 3.78
De La Salle University 2008 — 2011
Civil Engineering
Philippine Cultural College 2004 — 2008
High School Diploma