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
Russell Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Russell Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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1,452 Russell Investments employees in database. Find out everything there's to know about Russell Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Russell Investments Employees
Employee
Years
Job
Industry
Kala (Jones) Roberts Kala (Jones) Roberts's Russell Investments Experience October 2007 - May 2008
Job Program Manager | Finance Operations Technology | Project Management Office | Amazon.com
Industry Information Technology and Services
Experience
Amazon April 2013 - Present
Amazon November 2009 - April 2013
Amazon Web Services August 2009 - November 2009
Russell Investment Group March 2009 - June 2009
University of Puget Sound August 2005 - May 2009
Boeing Commercial Airplanes May 2008 - August 2008
Russell Investments October 2007 - May 2008
Toray Composites June 2006 - August 2006
Skills
Program Management, Visio, Project Management, Process Improvement, SharePoint, Access, Management, Leadership, Oracle, SQL, Cross-functional Team..., Forecasting, Recruiting, Appian, Analytics, Financial Analysis, HTML, OBIEE, Defect Elimination, Root Cause Analysis, Data Warehousing, XML, OBIA, MS Project, Microsoft SQL Server, User Experience, JavaScript, CSS, Secure CRT, Github
Education
University of Washington 2014 — 2015
Certification, Information Technology
University of Puget Sound 2005 — 2009
BA, Business, Math, Spanish
Amazon April 2013 - Present
Amazon November 2009 - April 2013
Amazon Web Services August 2009 - November 2009
Russell Investment Group March 2009 - June 2009
University of Puget Sound August 2005 - May 2009
Boeing Commercial Airplanes May 2008 - August 2008
Russell Investments October 2007 - May 2008
Toray Composites June 2006 - August 2006
Skills
Program Management, Visio, Project Management, Process Improvement, SharePoint, Access, Management, Leadership, Oracle, SQL, Cross-functional Team..., Forecasting, Recruiting, Appian, Analytics, Financial Analysis, HTML, OBIEE, Defect Elimination, Root Cause Analysis, Data Warehousing, XML, OBIA, MS Project, Microsoft SQL Server, User Experience, JavaScript, CSS, Secure CRT, Github
Education
University of Washington 2014 — 2015
Certification, Information Technology
University of Puget Sound 2005 — 2009
BA, Business, Math, Spanish
Eric Thaut, CFA's Russell Investments Experience March 2015 - Present
Job Russell Investments
Industry Investment Management
Experience
Russell Investments March 2015 - Present
Russell Investments April 2008 - March 2015
Russell Investments May 2006 - April 2008
Spectrum Pension Consultants, Inc. December 2003 - May 2006
Skills
R, SQL, Axioma, C#, Performance Attribution, Transition Management, Trading Operations, Derivatives, Portfolio Optimization, Quantitative Analytics, Equities, Quantitative Finance, Equity Derivatives, VBA, Asset Allocation, ETFs, Fixed Income, Asset Management
Education
University of Washington 2012 — 2015
Master's degree, Computational Finance and Risk Management
University of Puget Sound
B.S., Physics
Russell Investments March 2015 - Present
Russell Investments April 2008 - March 2015
Russell Investments May 2006 - April 2008
Spectrum Pension Consultants, Inc. December 2003 - May 2006
Skills
R, SQL, Axioma, C#, Performance Attribution, Transition Management, Trading Operations, Derivatives, Portfolio Optimization, Quantitative Analytics, Equities, Quantitative Finance, Equity Derivatives, VBA, Asset Allocation, ETFs, Fixed Income, Asset Management
Education
University of Washington 2012 — 2015
Master's degree, Computational Finance and Risk Management
University of Puget Sound
B.S., Physics
Wayne W. Wagner's Russell Investments Experience February 2002 - December 2006
Job Vice President, Head of Wealth Management Consultants at Ameriprise Financial
Industry Investment Management
Experience
Principal Funds January 2007 - November 2014
Russell Investments February 2002 - December 2006
Alliance Bernstein February 2000 - March 2002
Delaware Investments January 1995 - January 2000
Skills
Investments, Mutual Funds, Retirement Planning, Financial Services, Portfolio Management, Financial Planning, Series 7, Wealth Management, Retirement, Asset Management
Education
University of San Diego School of Business Administration 2011 — 2013
Master's degree, Business / Executive Leadership
University of Southern California - Marshall School of Business 1987 — 1991
Bachelor's degree, Finance and Business Economics
Principal Funds January 2007 - November 2014
Russell Investments February 2002 - December 2006
Alliance Bernstein February 2000 - March 2002
Delaware Investments January 1995 - January 2000
Skills
Investments, Mutual Funds, Retirement Planning, Financial Services, Portfolio Management, Financial Planning, Series 7, Wealth Management, Retirement, Asset Management
Education
University of San Diego School of Business Administration 2011 — 2013
Master's degree, Business / Executive Leadership
University of Southern California - Marshall School of Business 1987 — 1991
Bachelor's degree, Finance and Business Economics
Douglas Porter, CFA, FRM, CAIA Douglas Porter, CFA, FRM, CAIA's Russell Investments Experience October 2006 - March 2010
Job
Industry Investment Management
Experience
Acuitas Investments February 2015 - Present
Legato Capital Management March 2010 - February 2015
Russell Investments October 2006 - March 2010
Russell Investments February 2005 - September 2006
Russell Investments January 2003 - February 2005
Russell/Mellon Analytical Services November 2001 - February 2003
Skills
Portfolio Management, Asset Allocation, Equities, Investments, Investment Strategies, Risk Management, Asset Management, Alternative Investments, Mutual Funds, Investment Management, Equity Research, Hedge Funds, ETFs, Portfolio Optimization, Bloomberg, Investment Advisory, Fund Of Funds, Private Equity, Fixed Income, Global Macro, Institutional..., Performance Attribution, Emerging Markets, Due Diligence
Education
University of Puget Sound 1996 — 2000
Undergraduate
Acuitas Investments February 2015 - Present
Legato Capital Management March 2010 - February 2015
Russell Investments October 2006 - March 2010
Russell Investments February 2005 - September 2006
Russell Investments January 2003 - February 2005
Russell/Mellon Analytical Services November 2001 - February 2003
Skills
Portfolio Management, Asset Allocation, Equities, Investments, Investment Strategies, Risk Management, Asset Management, Alternative Investments, Mutual Funds, Investment Management, Equity Research, Hedge Funds, ETFs, Portfolio Optimization, Bloomberg, Investment Advisory, Fund Of Funds, Private Equity, Fixed Income, Global Macro, Institutional..., Performance Attribution, Emerging Markets, Due Diligence
Education
University of Puget Sound 1996 — 2000
Undergraduate
Kenneth Willman Kenneth Willman's Russell Investments Experience August 2008 - Present
Job Chief Legal Officer at Russell Investments
Industry Investment Management
Experience
Russell Investments August 2008 - Present
Goldman Sachs April 2004 - August 2008
Goldman Sachs December 1999 - April 2004
Goldman Sachs May 1993 - November 1999
Goldman Sachs March 1992 - May 1993
Sullivan & Cromwell LLP September 1987 - March 1992
United States District Court for the District of Delaware September 1986 - September 1987
Skills
Hedge Funds, Equities, Investments, Securities Regulation, Alternative Investments, Asset Management, Securities
Education
University of Pennsylvania 1983 — 1986
Juris Doctor, Law
University of Puget Sound 1978 — 1982
Bachelor of Science and Bachelor of Arts, Economics and Politics and Government
Russell Investments August 2008 - Present
Goldman Sachs April 2004 - August 2008
Goldman Sachs December 1999 - April 2004
Goldman Sachs May 1993 - November 1999
Goldman Sachs March 1992 - May 1993
Sullivan & Cromwell LLP September 1987 - March 1992
United States District Court for the District of Delaware September 1986 - September 1987
Skills
Hedge Funds, Equities, Investments, Securities Regulation, Alternative Investments, Asset Management, Securities
Education
University of Pennsylvania 1983 — 1986
Juris Doctor, Law
University of Puget Sound 1978 — 1982
Bachelor of Science and Bachelor of Arts, Economics and Politics and Government
Kari Kokenge, CFA Kari Kokenge, CFA's Russell Investments Experience December 2013 - Present
Job Product Strategy Manager at Russell Investments
Industry Investment Management
Experience
Russell Investments December 2013 - Present
Russell Investments August 2012 - December 2013
Bristlecone Advisors June 2004 - September 2006
Cornerstone Advisors October 1999 - May 2004
Russell Investment Group June 1991 - July 1999
Skills
Relationship..., Investment goal..., Investment Policy, Data Analysis, Financial Management, Position Papers
Education
University of Puget Sound 1988 — 1992
BA Business Administration, Finance, Economics
Russell Investments December 2013 - Present
Russell Investments August 2012 - December 2013
Bristlecone Advisors June 2004 - September 2006
Cornerstone Advisors October 1999 - May 2004
Russell Investment Group June 1991 - July 1999
Skills
Relationship..., Investment goal..., Investment Policy, Data Analysis, Financial Management, Position Papers
Education
University of Puget Sound 1988 — 1992
BA Business Administration, Finance, Economics
Andy Cantrall Andy Cantrall's Russell Investments Experience September 2010 - December 2011
Job Supervisor, Client Relations Group at Parametric
Industry Financial Services
Experience
Parametric March 2015 - Present
Conover Capital Management August 2013 - March 2015
Ashton Garnett Securities, LLC July 2012 - July 2013
Russell Investments September 2010 - December 2011
Russell Investments April 2009 - September 2010
Russell Investments April 2007 - April 2009
Skills
Salesforce.com, Series 7, Asset Allocation, CRM, Investment Strategies, Relationship Management, Financial Services, Investments, Project Management, Management, Mutual Funds, Alternative Investments, Wealth Management, Portfolio Management, Asset Managment, Calendar Planning, FINRA, Investment Management, Equities
Education
University of Phoenix-Western Washington Campus 2004 — 2006
Master of Business Administration
University of Puget Sound 1995 — 1999
Bachelor of Arts, Business Administration
Parametric March 2015 - Present
Conover Capital Management August 2013 - March 2015
Ashton Garnett Securities, LLC July 2012 - July 2013
Russell Investments September 2010 - December 2011
Russell Investments April 2009 - September 2010
Russell Investments April 2007 - April 2009
Skills
Salesforce.com, Series 7, Asset Allocation, CRM, Investment Strategies, Relationship Management, Financial Services, Investments, Project Management, Management, Mutual Funds, Alternative Investments, Wealth Management, Portfolio Management, Asset Managment, Calendar Planning, FINRA, Investment Management, Equities
Education
University of Phoenix-Western Washington Campus 2004 — 2006
Master of Business Administration
University of Puget Sound 1995 — 1999
Bachelor of Arts, Business Administration
Sacha Hall's Russell Investments Experience May 2010 - August 2010
Job E&P Wireline Field Engineer at Schlumberger
Industry Oil & Energy
Experience
Schlumberger October 2013 - March 2015
Biomechanics Lab at Legacy Research Institute November 2011 - October 2012
Kinross Gold Corporation May 2011 - August 2011
Russell Investments May 2010 - August 2010
Skills
Solidworks, NI LabVIEW, Algor, Matlab, Minitab, R, Java, Microsoft Excel, Data Analysis, Access, Finite Element Analysis, Software Documentation, Labview, SolidWorks
Education
University of Portland 2008 — 2012
B.S; B.A, Mechanical Engineering; Mathematics, 3.85
Curlew High School 2004 — 2008
High School Diploma
Schlumberger October 2013 - March 2015
Biomechanics Lab at Legacy Research Institute November 2011 - October 2012
Kinross Gold Corporation May 2011 - August 2011
Russell Investments May 2010 - August 2010
Skills
Solidworks, NI LabVIEW, Algor, Matlab, Minitab, R, Java, Microsoft Excel, Data Analysis, Access, Finite Element Analysis, Software Documentation, Labview, SolidWorks
Education
University of Portland 2008 — 2012
B.S; B.A, Mechanical Engineering; Mathematics, 3.85
Curlew High School 2004 — 2008
High School Diploma
Valarie Toda's Russell Investments Experience September 2007 - January 2008
Job Director, Talent at Netflix
Industry Human Resources
Experience
Netflix October 2014 - Present
Netflix December 2012 - October 2014
Netflix June 2009 - December 2012
Netflix November 2008 - June 2009
Russell Investments September 2007 - January 2008
Boeing Commercial Airplanes May 2007 - August 2007
Skills
Talent Acquisition, Recruiting
Education
University of Puget Sound 2004 — 2008
BA, Business
Netflix October 2014 - Present
Netflix December 2012 - October 2014
Netflix June 2009 - December 2012
Netflix November 2008 - June 2009
Russell Investments September 2007 - January 2008
Boeing Commercial Airplanes May 2007 - August 2007
Skills
Talent Acquisition, Recruiting
Education
University of Puget Sound 2004 — 2008
BA, Business
Rudolph Shippley II, MBA/TM, M/IS Rudolph Shippley II, MBA/TM, M/IS's Russell Investments Experience November 2006 - March 2007
Job Sr. Systems Engineer at Microsoft
Industry Information Technology and Services
Experience
Microsoft (Contracted By Insight Global) November 2014 - September 2015
Port of Seattle March 2013 - October 2014
Robert Half Technology January 2013 - March 2013
Intellectual Ventures September 2010 - October 2012
Microsoft January 2010 - September 2010
California Department of Justice September 2009 - October 2009
US EPA August 2007 - August 2009
Microsoft March 2007 - August 2007
Russell Investments November 2006 - March 2007
Microsoft December 2005 - November 2006
Skills
Project Management, Management, System Administration, Trend Analysis, SharePoint, SCCM, Investigative Reporting, Statistical Reporting, Performance Reporting, Wise Packaging Studio, InstallShield, AdminStudio, Mentoring Of Staff, Powershell, VBScript, Windows 7, Windows Server, Hyper-V, VMware Workstation, VMware ESX, Java, Team Building, Team Leadership, Problem Management, Servers, Troubleshooting, VMware, System Deployment, Technical Support, Networking, Microsoft Exchange
Education
University of Phoenix 2008 — 2010
Masters, Information Systems
University of Phoenix 2003 — 2006
MBA, Technology Management
University of Phoenix 1998 — 2002
BS, Business Information System
Microsoft (Contracted By Insight Global) November 2014 - September 2015
Port of Seattle March 2013 - October 2014
Robert Half Technology January 2013 - March 2013
Intellectual Ventures September 2010 - October 2012
Microsoft January 2010 - September 2010
California Department of Justice September 2009 - October 2009
US EPA August 2007 - August 2009
Microsoft March 2007 - August 2007
Russell Investments November 2006 - March 2007
Microsoft December 2005 - November 2006
Skills
Project Management, Management, System Administration, Trend Analysis, SharePoint, SCCM, Investigative Reporting, Statistical Reporting, Performance Reporting, Wise Packaging Studio, InstallShield, AdminStudio, Mentoring Of Staff, Powershell, VBScript, Windows 7, Windows Server, Hyper-V, VMware Workstation, VMware ESX, Java, Team Building, Team Leadership, Problem Management, Servers, Troubleshooting, VMware, System Deployment, Technical Support, Networking, Microsoft Exchange
Education
University of Phoenix 2008 — 2010
Masters, Information Systems
University of Phoenix 2003 — 2006
MBA, Technology Management
University of Phoenix 1998 — 2002
BS, Business Information System
Josh Barbash Josh Barbash's Russell Investments Experience July 2013 - Present
Job Asset Allocation Strategist at Russell Investments
Industry Financial Services
Experience
Russell Investments July 2013 - Present
Towers Watson July 2006 - June 2013
Swiss Re June 2005 - August 2005
Skills
Defined Benefit, Actuarial Science, Pension Administration, Pensions, Valuation, Financial Modeling, Pension Funds, ERISA, Retirement, Employee Benefits, Financial Analysis, ALM, Data Analysis, Due Diligence, Asset Allocation
Education
University of Pennsylvania 2002 — 2006
Bachelor of Science (B.S.), Economics
University of Pennsylvania - The Wharton School 2002 — 2006
BS Economics, Actuarial Science, Management
Russell Investments July 2013 - Present
Towers Watson July 2006 - June 2013
Swiss Re June 2005 - August 2005
Skills
Defined Benefit, Actuarial Science, Pension Administration, Pensions, Valuation, Financial Modeling, Pension Funds, ERISA, Retirement, Employee Benefits, Financial Analysis, ALM, Data Analysis, Due Diligence, Asset Allocation
Education
University of Pennsylvania 2002 — 2006
Bachelor of Science (B.S.), Economics
University of Pennsylvania - The Wharton School 2002 — 2006
BS Economics, Actuarial Science, Management
McKenzie Roberts's Russell Investments Experience August 2014 - Present
Job Tax Analyst at Russell Investments
Industry Accounting
Experience
Russell Investments August 2014 - Present
Russell Investments February 2013 - August 2014
Teresa J. Spada, CPA May 2010 - October 2012
Teresa J. Spada, CPA October 2007 - May 2010
Skills
Account Reconciliation, Accounts Receivable, General Ledger, Financial Statements, Tax, Fixed Assets, Journal Entries, GAAP, Payroll Taxes, Consolidation, Tax Returns, Business Process, Fixed Asset Management, Financial Analysis, Accruals, Corporate Income Tax, Multi-state tax returns
Education
University of Portland 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Finance
Russell Investments August 2014 - Present
Russell Investments February 2013 - August 2014
Teresa J. Spada, CPA May 2010 - October 2012
Teresa J. Spada, CPA October 2007 - May 2010
Skills
Account Reconciliation, Accounts Receivable, General Ledger, Financial Statements, Tax, Fixed Assets, Journal Entries, GAAP, Payroll Taxes, Consolidation, Tax Returns, Business Process, Fixed Asset Management, Financial Analysis, Accruals, Corporate Income Tax, Multi-state tax returns
Education
University of Portland 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Finance
Natalie Holm, CFA Natalie Holm, CFA's Russell Investments Experience September 1994 - December 1998
Job VP and Client Advisor at The CAPROCK Group
Industry Investment Management
Experience
The CAPROCK Group November 2011 - Present
Childhaven August 2010 - Present
Laird Norton Tyee January 2000 - October 2011
Russell Investment Group December 1998 - December 1999
Russell Investments September 1994 - December 1998
Skills
Impact Investing, Wealth Management..., Strategic Financial..., Risk Management, Estate Planning, Portfolio Management, Investments, Investment Management, High Net Worth...
Education
University of Puget Sound 1988 — 1992
BA Business Leadership, Minor in Economics
The CAPROCK Group November 2011 - Present
Childhaven August 2010 - Present
Laird Norton Tyee January 2000 - October 2011
Russell Investment Group December 1998 - December 1999
Russell Investments September 1994 - December 1998
Skills
Impact Investing, Wealth Management..., Strategic Financial..., Risk Management, Estate Planning, Portfolio Management, Investments, Investment Management, High Net Worth...
Education
University of Puget Sound 1988 — 1992
BA Business Leadership, Minor in Economics
Chela Marshall Chela Marshall's Russell Investments Experience February 2005 - April 2013
Job Payroll Manager at CC Filson Co
Industry Human Resources
Experience
CC Filson Co January 2015 - Present
Concur Technologies April 2013 - December 2014
Russell Investments February 2005 - April 2013
WaMu March 2003 - February 2005
Merrill Lynch 2000 - 2002
Skills
Onboarding, Applicant Tracking..., HRIS, Employee Benefits, PeopleSoft, Ceridian Payroll System, Payroll, Payroll Taxes, Multi-state Payroll..., Workday, ADP Payroll, Payroll Analysis, Payroll Conversions
Education
University of Puget Sound 1996 — 2000
Bachelor of Arts, Business & Public Administration
CC Filson Co January 2015 - Present
Concur Technologies April 2013 - December 2014
Russell Investments February 2005 - April 2013
WaMu March 2003 - February 2005
Merrill Lynch 2000 - 2002
Skills
Onboarding, Applicant Tracking..., HRIS, Employee Benefits, PeopleSoft, Ceridian Payroll System, Payroll, Payroll Taxes, Multi-state Payroll..., Workday, ADP Payroll, Payroll Analysis, Payroll Conversions
Education
University of Puget Sound 1996 — 2000
Bachelor of Arts, Business & Public Administration
Allaire Rosenthal, CSFS's Russell Investments Experience 2001 - 2003
Job Account Manager, First Choice Health
Industry Hospital & Health Care
Experience
First Choice Health August 2010 - Present
TUV RHEINLAND OF NORTH AMERICA 2008 - 2010
Arnerich Massena & Associates 2006 - 2008
Gartmore Morley Financial 2003 - 2006
Russell Investments 2001 - 2003
Skills
Strategic Planning, Customer Service, Account Management, Project Management, Team Building, New Business Development, Sales, Process Improvement, Recruiting, Marketing, Sales Management, Marketing Strategy, Contract Negotiation, Cross-functional Team..., Leadership, Budgets, Healthcare, Training, Insurance, Management, Program Management
Education
University of Puget Sound 1997 — 2001
BA
First Choice Health August 2010 - Present
TUV RHEINLAND OF NORTH AMERICA 2008 - 2010
Arnerich Massena & Associates 2006 - 2008
Gartmore Morley Financial 2003 - 2006
Russell Investments 2001 - 2003
Skills
Strategic Planning, Customer Service, Account Management, Project Management, Team Building, New Business Development, Sales, Process Improvement, Recruiting, Marketing, Sales Management, Marketing Strategy, Contract Negotiation, Cross-functional Team..., Leadership, Budgets, Healthcare, Training, Insurance, Management, Program Management
Education
University of Puget Sound 1997 — 2001
BA
Andrew Miller-McKeever Andrew Miller-McKeever's Russell Investments Experience May 2008 - August 2008
Job
Industry Computer Software
Experience
Avalara February 2015 - Present
Avalara March 2014 - January 2015
JPMorgan Chase March 2012 - March 2014
Bank of America November 2009 - March 2012
University of Puget Sound May 2008 - May 2009
Russell Investments, May 2008 - August 2008
Bryant Christie Inc. May 2007 - September 2007
Skills
Strategic Financial..., Banking, Finance, Investments, Asset Management, CRM, Investment Management, Sales, Customer Service, Financial Services, Loans, Research, Securities, Public Speaking, Portfolio Management, Salesforce.com, Microsoft Excel, Business Development, Channel Sales, SaaS, Financial Planning
Education
University of Puget Sound
Bachelor's Degree, International Political Economy
Avalara February 2015 - Present
Avalara March 2014 - January 2015
JPMorgan Chase March 2012 - March 2014
Bank of America November 2009 - March 2012
University of Puget Sound May 2008 - May 2009
Russell Investments, May 2008 - August 2008
Bryant Christie Inc. May 2007 - September 2007
Skills
Strategic Financial..., Banking, Finance, Investments, Asset Management, CRM, Investment Management, Sales, Customer Service, Financial Services, Loans, Research, Securities, Public Speaking, Portfolio Management, Salesforce.com, Microsoft Excel, Business Development, Channel Sales, SaaS, Financial Planning
Education
University of Puget Sound
Bachelor's Degree, International Political Economy
Marcie Seely's Russell Investments Experience March 2009 - August 2011
Job Senior Marketing Associate, Pugh Capital Management
Industry Financial Services
Experience
Pugh Capital Management Inc December 2014 - Present
Edge Asset Management February 2012 - October 2014
YTP October 2011 - April 2013
Russell Investments March 2009 - August 2011
BNY Mellon June 2008 - March 2009
GoMobile Advertising May 2007 - August 2007
Education
University of Puget Sound 2005 — 2009
Bachelors
Queen Mary, University of London 2007 — 2008
Pugh Capital Management Inc December 2014 - Present
Edge Asset Management February 2012 - October 2014
YTP October 2011 - April 2013
Russell Investments March 2009 - August 2011
BNY Mellon June 2008 - March 2009
GoMobile Advertising May 2007 - August 2007
Education
University of Puget Sound 2005 — 2009
Bachelors
Queen Mary, University of London 2007 — 2008
Nicole Edwards Nicole Edwards's Russell Investments Experience June 2015 - Present
Job Partner Services Associate at Russell Investments
Industry Financial Services
Experience
Russell Investments June 2015 - Present
SURGEtacoma January 2015 - Present
Phi Eta Sigma National Honor Society, Inc. September 2014 - Present
DeCosta Law Firm September 2014 - Present
Shannon Davidson Productions August 2014 - August 2014
University of Amsterdam August 2013 - December 2013
Russell Investments January 2013 - August 2013
Alpha Phi, Gamma Zeta Chapter May 2012 - January 2013
Fox Broadcasting June 2012 - August 2012
Ford Models September 2009 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Outlook, SharePoint, Visio, Facebook, Budgets, Television, Marketing
Education
University of Puget Sound 2011 — 2015
Bachelor of Arts in Business Administration, Business Leadership Program
Campbell Hall 2004 — 2010
Russell Investments June 2015 - Present
SURGEtacoma January 2015 - Present
Phi Eta Sigma National Honor Society, Inc. September 2014 - Present
DeCosta Law Firm September 2014 - Present
Shannon Davidson Productions August 2014 - August 2014
University of Amsterdam August 2013 - December 2013
Russell Investments January 2013 - August 2013
Alpha Phi, Gamma Zeta Chapter May 2012 - January 2013
Fox Broadcasting June 2012 - August 2012
Ford Models September 2009 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Outlook, SharePoint, Visio, Facebook, Budgets, Television, Marketing
Education
University of Puget Sound 2011 — 2015
Bachelor of Arts in Business Administration, Business Leadership Program
Campbell Hall 2004 — 2010
Dale Kindregan Dale Kindregan's Russell Investments Experience 2001 - 2005
Job Director Institutional Marketing, Endowments and Foundations at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors May 2012 - Present
PineBridge Investments 2005 - November 2011
Russell Investments 2001 - 2005
U.S. Trust Company March 1997 - 2001
Glenmede Trust Company 1991 - 1997
Del-Vest, Inc.-Bank of Delaware 1986 - 1991
Skills
FINRA Series 7, 63 and...
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Graduate Management Program, Business
The College of William and Mary 1983 — 1986
BA, Psychology
Principal Global Investors May 2012 - Present
PineBridge Investments 2005 - November 2011
Russell Investments 2001 - 2005
U.S. Trust Company March 1997 - 2001
Glenmede Trust Company 1991 - 1997
Del-Vest, Inc.-Bank of Delaware 1986 - 1991
Skills
FINRA Series 7, 63 and...
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Graduate Management Program, Business
The College of William and Mary 1983 — 1986
BA, Psychology
David Roll, CFA David Roll, CFA's Russell Investments Experience 1997 - 2002
Job Client Portfolio Manager at Edge Asset Management
Industry Investment Management
Experience
Edge Asset Management, Inc. September 2010 - Present
Morley Financial Services June 2005 - September 2010
FAF Advisors January 2003 - March 2005
Russell Investments 1997 - 2002
Skills
Investments, Equities, Fixed Income, Asset Management, Institutional, Investment Strategies, Mutual Funds, Asset Managment, Hedge Funds, Alternative Investments, Financial Services, Asset Allocation, Portfolio Management, Investment Advisory
Education
University of Puget Sound 1992 — 1996
BA, Finance, Business
Edge Asset Management, Inc. September 2010 - Present
Morley Financial Services June 2005 - September 2010
FAF Advisors January 2003 - March 2005
Russell Investments 1997 - 2002
Skills
Investments, Equities, Fixed Income, Asset Management, Institutional, Investment Strategies, Mutual Funds, Asset Managment, Hedge Funds, Alternative Investments, Financial Services, Asset Allocation, Portfolio Management, Investment Advisory
Education
University of Puget Sound 1992 — 1996
BA, Finance, Business
Laura Guenthard Laura Guenthard's Russell Investments Experience February 2000 - July 2010
Job Senior Accountant at Port of Tacoma
Industry Transportation/Trucking/Railroad
Experience
Port of Tacoma September 2010 - Present
Russell Investments February 2000 - July 2010
Skills
Financial Reporting, Internal Controls, Account Reconciliation, Financial Analysis, Accounting
Education
University of Puget Sound 1985 — 1989
BA, Business - Accounting
Port of Tacoma September 2010 - Present
Russell Investments February 2000 - July 2010
Skills
Financial Reporting, Internal Controls, Account Reconciliation, Financial Analysis, Accounting
Education
University of Puget Sound 1985 — 1989
BA, Business - Accounting
Stas Melnikov Stas Melnikov's Russell Investments Experience March 2011 - Present
Job Director, Investment Risk at Russell Investments
Industry Investment Management
Experience
Russell Investments March 2011 - Present
JP Morgan Chase September 2008 - March 2011
WaMu December 2007 - September 2008
Countrywide July 2004 - November 2007
Skills
Market Risk, Credit Risk, Financial Risk, ALLL, UCITS, Stress Testing, SAS, Monte Carlo Simulation, SQL, C++, Time Series Analysis, Logistic Regression, Survival Analysis, Economic Forecasting, VAR, Valuation Modeling, Stochastic Processes, Quantitative Finance, Portfolio Optimization, Asset Managment, Risk Management, Enterprise Risk..., Banking, Analytics, Quantitative Analytics, Finance, Economics, Credit, Analysis, Investments, Fixed Income, Derivatives
Education
University of Southern California 2002 — 2004
M.S., Mathematical Finance
University of Redlands 1998 — 2002
B.S./B.A., Economics/Business Administration
Russell Investments March 2011 - Present
JP Morgan Chase September 2008 - March 2011
WaMu December 2007 - September 2008
Countrywide July 2004 - November 2007
Skills
Market Risk, Credit Risk, Financial Risk, ALLL, UCITS, Stress Testing, SAS, Monte Carlo Simulation, SQL, C++, Time Series Analysis, Logistic Regression, Survival Analysis, Economic Forecasting, VAR, Valuation Modeling, Stochastic Processes, Quantitative Finance, Portfolio Optimization, Asset Managment, Risk Management, Enterprise Risk..., Banking, Analytics, Quantitative Analytics, Finance, Economics, Credit, Analysis, Investments, Fixed Income, Derivatives
Education
University of Southern California 2002 — 2004
M.S., Mathematical Finance
University of Redlands 1998 — 2002
B.S./B.A., Economics/Business Administration
Jenny Proctor, SHRM-SCP's Russell Investments Experience September 2012 - Present
Job Sr. Global Human Resources Business Partner at Russell Investments
Industry Financial Services
Experience
Russell Investments September 2012 - Present
Russell Investments September 2010 - September 2012
Russell Investments September 2004 - September 2010
Russell Financial Services, Inc September 2004 - September 2009
Pacific West Securities, Inc March 2004 - September 2004
Safeco Investment Serivces June 1997 - March 2004
Skills
Talent Management, Human Resources, Training, FINRA, HR Policies, Series 24, Equities, Mutual Funds, Relationship Management, Securities, Compliance, MBTI, Series 7, Strategic Policy..., Workday, Disciplinary Action, GPHR, Executive Coaching, Team Development, Strategic Planning, Strategic Human..., Employee Relations, Employee Engagement, Change Management, Culture Change, Mergers & Acquisitions, SHRM-SCP
Education
University of Phoenix 2012 — 2016
Bachelor's Degree, Business Administration and Management, General
University of Phoenix 2010 — 2011
AA, Business
Russell Investments September 2012 - Present
Russell Investments September 2010 - September 2012
Russell Investments September 2004 - September 2010
Russell Financial Services, Inc September 2004 - September 2009
Pacific West Securities, Inc March 2004 - September 2004
Safeco Investment Serivces June 1997 - March 2004
Skills
Talent Management, Human Resources, Training, FINRA, HR Policies, Series 24, Equities, Mutual Funds, Relationship Management, Securities, Compliance, MBTI, Series 7, Strategic Policy..., Workday, Disciplinary Action, GPHR, Executive Coaching, Team Development, Strategic Planning, Strategic Human..., Employee Relations, Employee Engagement, Change Management, Culture Change, Mergers & Acquisitions, SHRM-SCP
Education
University of Phoenix 2012 — 2016
Bachelor's Degree, Business Administration and Management, General
University of Phoenix 2010 — 2011
AA, Business
Matthew Mark Matthew Mark's Russell Investments Experience December 2012 - May 2015
Job Director, ETF Sales New York Metro Region at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Bank May 2015 - Present
Russell Investments December 2012 - May 2015
BlackRock April 2002 - December 2012
Morgan Stanley September 1991 - March 2002
Skills
Strategy Development, Leading Sales, Building Strategic..., Developing Talent, Public Speaking, New Business Development, Culture Building, Investments, Asset Management, Fixed Income Strategies, Asset Managment, Strategy, Capital Markets, Equities, Fixed Income, Hedge Funds, Mutual Funds
Education
University of Scranton 1986 — 1990
Bachelor of Science, Finance
Deutsche Bank May 2015 - Present
Russell Investments December 2012 - May 2015
BlackRock April 2002 - December 2012
Morgan Stanley September 1991 - March 2002
Skills
Strategy Development, Leading Sales, Building Strategic..., Developing Talent, Public Speaking, New Business Development, Culture Building, Investments, Asset Management, Fixed Income Strategies, Asset Managment, Strategy, Capital Markets, Equities, Fixed Income, Hedge Funds, Mutual Funds
Education
University of Scranton 1986 — 1990
Bachelor of Science, Finance
Colleen Moroney's Russell Investments Experience May 2015 - Present
Job Strategic Marketing and Communications Intern at Russell Investments
Industry
Experience
Russell Investments May 2015 - Present
La Mesa Redonda Spanish Conversation Club May 2014 - Present
Bird On A Wire Espresso May 2013 - August 2014
Lumenal Lighting May 2013 - June 2014
Education
University of Portland 2012 — 2016
Bachelor's Degree, International/Global Studies, Junior
Russell Investments May 2015 - Present
La Mesa Redonda Spanish Conversation Club May 2014 - Present
Bird On A Wire Espresso May 2013 - August 2014
Lumenal Lighting May 2013 - June 2014
Education
University of Portland 2012 — 2016
Bachelor's Degree, International/Global Studies, Junior
Robyn Broker Robyn Broker's Russell Investments Experience July 2012 - March 2014
Job Performance Communications Assistant at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group March 2014 - Present
Russell Investments July 2012 - March 2014
Cake Central Media Corp 2010 - September 2012
Cake Central Media Corp June 2010 - October 2010
Gamma Phi Beta Sorority August 2009 - May 2010
Skills
Editing, Blogging, Social Media, Microsoft Office, Copy Editing, Proposal Writing, Report Writing, Writing, Interviews, Copywriting, Journalism
Education
University of Puget Sound 2006 — 2010
BA, English: Writing, Rhetoric and Culture
Cheyenne Mountain High School 2002 — 2006
diploma
Janus Capital Group March 2014 - Present
Russell Investments July 2012 - March 2014
Cake Central Media Corp 2010 - September 2012
Cake Central Media Corp June 2010 - October 2010
Gamma Phi Beta Sorority August 2009 - May 2010
Skills
Editing, Blogging, Social Media, Microsoft Office, Copy Editing, Proposal Writing, Report Writing, Writing, Interviews, Copywriting, Journalism
Education
University of Puget Sound 2006 — 2010
BA, English: Writing, Rhetoric and Culture
Cheyenne Mountain High School 2002 — 2006
diploma
Anna Oh Anna Oh's Russell Investments Experience April 2012 - April 2013
Job Client Reporting Analyst at BlackRock
Industry Investment Management
Experience
BlackRock June 2013 - Present
Russell Investments April 2012 - April 2013
Russell Investments November 2011 - April 2012
Russell Investments June 2011 - October 2011
Russell Investments August 2010 - October 2010
Skills
Asset Management, Investments, Quantitative Analytics, Bloomberg Terminal, Investment Strategies, Financial Modeling, Financial Services, Trading, Investment Management, Bloomberg, Portfolio Management, Alternative Investments, Microsoft Excel, Finance, Mutual Funds, Analysis, Equities, Financial Analysis, Management, Customer Service, Fixed Income, Data Analysis
Education
University of Puget Sound 2007 — 2011
BA, Business
BlackRock June 2013 - Present
Russell Investments April 2012 - April 2013
Russell Investments November 2011 - April 2012
Russell Investments June 2011 - October 2011
Russell Investments August 2010 - October 2010
Skills
Asset Management, Investments, Quantitative Analytics, Bloomberg Terminal, Investment Strategies, Financial Modeling, Financial Services, Trading, Investment Management, Bloomberg, Portfolio Management, Alternative Investments, Microsoft Excel, Finance, Mutual Funds, Analysis, Equities, Financial Analysis, Management, Customer Service, Fixed Income, Data Analysis
Education
University of Puget Sound 2007 — 2011
BA, Business
Lindsay Pearce Lindsay Pearce's Russell Investments Experience January 2010 - September 2011
Job Sr. Financial Analyst at Expedia, Inc.
Industry Leisure, Travel & Tourism
Experience
Expedia, Inc. May 2014 - Present
Expedia, Inc. September 2011 - May 2014
Russell Investments January 2010 - September 2011
Russell Investments April 2008 - December 2009
Education
University of Washington 2010 — 2011
Certificate Program, Accounting
University of Puget Sound 2005 — 2009
B.A., Business Leadership
Expedia, Inc. May 2014 - Present
Expedia, Inc. September 2011 - May 2014
Russell Investments January 2010 - September 2011
Russell Investments April 2008 - December 2009
Education
University of Washington 2010 — 2011
Certificate Program, Accounting
University of Puget Sound 2005 — 2009
B.A., Business Leadership
Elizabeth Card Elizabeth Card's Russell Investments Experience September 2008 - December 2008
Job Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte August 2011 - Present
First Data Corporation June 2010 - August 2010
First Data Corporation May 2009 - August 2009
Russell Investments September 2008 - December 2008
Education
University of Puget Sound 2007 — 2011
Bachelor of Arts
Deloitte August 2011 - Present
First Data Corporation June 2010 - August 2010
First Data Corporation May 2009 - August 2009
Russell Investments September 2008 - December 2008
Education
University of Puget Sound 2007 — 2011
Bachelor of Arts
Darin Padur Darin Padur's Russell Investments Experience 1998 - 2002
Job VP at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2003 - Present
Russell Investments 1998 - 2002
Skills
Alternative Investments, Asset Management, Asset Managment, Business Analysis, Equities, Finance, Financial Analysis, Financial Reporting, Mutual Funds, Asset Allocation, Analysis, Banking, Bloomberg, Budgets, Capital Markets, Corporate Actions, Credit, Data Analysis, Derivatives, Financial Markets, Financial Modeling, Financial Risk, Financial Services, Fixed Income, Fund Accounting, Fund Of Funds, Global Custody, Hedge Funds, Investment Advisory, Investment Management, Investment Strategies, Investments, Leadership, Management, Microsoft Excel, Relationship Management, Securities, Risk Management, Process Improvement, Portfolio Management
Education
University of Puget Sound 1990 — 1994
BA, Business and Accounting
University of Washington
MBA
BNY Mellon January 2003 - Present
Russell Investments 1998 - 2002
Skills
Alternative Investments, Asset Management, Asset Managment, Business Analysis, Equities, Finance, Financial Analysis, Financial Reporting, Mutual Funds, Asset Allocation, Analysis, Banking, Bloomberg, Budgets, Capital Markets, Corporate Actions, Credit, Data Analysis, Derivatives, Financial Markets, Financial Modeling, Financial Risk, Financial Services, Fixed Income, Fund Accounting, Fund Of Funds, Global Custody, Hedge Funds, Investment Advisory, Investment Management, Investment Strategies, Investments, Leadership, Management, Microsoft Excel, Relationship Management, Securities, Risk Management, Process Improvement, Portfolio Management
Education
University of Puget Sound 1990 — 1994
BA, Business and Accounting
University of Washington
MBA
Jeffrey Jack Jeffrey Jack's Russell Investments Experience May 2012 - August 2012
Job Associate at StepStone Group
Industry Financial Services
Experience
StepStone Group August 2014 - Present
ARDIAN June 2013 - August 2014
Russell Investments May 2012 - August 2012
Quaker Investment Alliance 2011 - 2012
Russell Investments June 2011 - August 2011
The Church of Jesus Christ of Latter-day Saints April 2007 - April 2009
Skills
Finance, Valuation, Private Equity, Secondaries, Fund Of Funds, Non-profits, African development, Sub-Saharan Africa
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BS in Economics, Concentration in Finance; Minor in African Studies
StepStone Group August 2014 - Present
ARDIAN June 2013 - August 2014
Russell Investments May 2012 - August 2012
Quaker Investment Alliance 2011 - 2012
Russell Investments June 2011 - August 2011
The Church of Jesus Christ of Latter-day Saints April 2007 - April 2009
Skills
Finance, Valuation, Private Equity, Secondaries, Fund Of Funds, Non-profits, African development, Sub-Saharan Africa
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BS in Economics, Concentration in Finance; Minor in African Studies
Sarah (Mars) Raymoure's Russell Investments Experience May 2011 - February 2015
Job Analyst
Industry Investment Management
Experience
Company Confidential February 2015 - Present
Russell Investments May 2011 - February 2015
Parametric January 2008 - May 2011
Exvere, Inc. May 2007 - January 2008
Law Offices of John Lundin P.S April 2007 - November 2007
Skills
Investments, Portfolio Management, Equities, Finance, Management, Asset Management, Financial Modeling, Bloomberg, Financial Analysis, Strategy, SQL, Java, R, Risk Management
Education
University of Washington 2014 — 2015
Computation Finance and Risk Management
University of Puget Sound 2002 — 2007
BA, Business Administration
Company Confidential February 2015 - Present
Russell Investments May 2011 - February 2015
Parametric January 2008 - May 2011
Exvere, Inc. May 2007 - January 2008
Law Offices of John Lundin P.S April 2007 - November 2007
Skills
Investments, Portfolio Management, Equities, Finance, Management, Asset Management, Financial Modeling, Bloomberg, Financial Analysis, Strategy, SQL, Java, R, Risk Management
Education
University of Washington 2014 — 2015
Computation Finance and Risk Management
University of Puget Sound 2002 — 2007
BA, Business Administration
Shellie Unger Shellie Unger's Russell Investments Experience July 2011 - March 2012
Job Principal/Owner at SSU Consulting LLC
Industry Health, Wellness and Fitness
Experience
SSU Consulting LLC March 2012 - Present
Russell Investments July 2011 - March 2012
Vanguard 1983 - 2009
Vanguard Investments Europe 2005 - 2006
Edward H Friend and Co 1978 - 1981
Skills
Change Management, Marketing Strategy, Partnerships, Mutual Funds, Investment Strategies, Investment Management, Hedge Funds, ETFs, Financial Services, New Business Development, Asset Management, Indexes, Multi-Cultural Team..., Institutional Sales..., Asset Managment, Leadership, Business Development, Management, Alternative Investments, Asset Allocation, Equities, Indexation, Portfolio Management, Start-ups, Investments
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Vanderbilt University 1976 — 1978
BA, Psychology
Harpeth Hall School 1971 — 1974
High School
Ensworth 1962 — 1970
SSU Consulting LLC March 2012 - Present
Russell Investments July 2011 - March 2012
Vanguard 1983 - 2009
Vanguard Investments Europe 2005 - 2006
Edward H Friend and Co 1978 - 1981
Skills
Change Management, Marketing Strategy, Partnerships, Mutual Funds, Investment Strategies, Investment Management, Hedge Funds, ETFs, Financial Services, New Business Development, Asset Management, Indexes, Multi-Cultural Team..., Institutional Sales..., Asset Managment, Leadership, Business Development, Management, Alternative Investments, Asset Allocation, Equities, Indexation, Portfolio Management, Start-ups, Investments
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Vanderbilt University 1976 — 1978
BA, Psychology
Harpeth Hall School 1971 — 1974
High School
Ensworth 1962 — 1970
Sean McNeal's Russell Investments Experience December 2000 - January 2011
Job Web Analyst at Erwin Penland
Industry Internet
Experience
Erwin Penland July 2013 - Present
Erwin Penland July 2013 - Present
Zones February 2011 - April 2013
Russell Investment Group December 2000 - January 2011
Russell Investments December 2000 - January 2011
Russell Investments 2000 - 2011
Adecco Contracting for Russell Investments April 1999 - December 2000
Skills
Google Analytics, Omniture, Analytics, HTML, Technical Support, Web Analytics, Microsoft Office, Ethernet, Email Marketing, social analytics, Coremetrics Analytics, CheetahMail, Silverpop, Lyris ListManager
Education
University of Phoenix 2006 — 2009
SPSCC 1997 — 1999
Network Administration, Computer Technology
South Puget Sound C.C 1997 — 1999
Associate of Technical Arts, Network Administration
Napavine High school 1983 — 1987
2003 Webtrends Educational
2008 Omniture Educational
Erwin Penland July 2013 - Present
Erwin Penland July 2013 - Present
Zones February 2011 - April 2013
Russell Investment Group December 2000 - January 2011
Russell Investments December 2000 - January 2011
Russell Investments 2000 - 2011
Adecco Contracting for Russell Investments April 1999 - December 2000
Skills
Google Analytics, Omniture, Analytics, HTML, Technical Support, Web Analytics, Microsoft Office, Ethernet, Email Marketing, social analytics, Coremetrics Analytics, CheetahMail, Silverpop, Lyris ListManager
Education
University of Phoenix 2006 — 2009
SPSCC 1997 — 1999
Network Administration, Computer Technology
South Puget Sound C.C 1997 — 1999
Associate of Technical Arts, Network Administration
Napavine High school 1983 — 1987
2003 Webtrends Educational
2008 Omniture Educational
Jana Marcelia's Russell Investments Experience July 2004 - July 2007
Job Managing Director, Marketing & Communications at Russell Investments
Industry Financial Services
Experience
Russell Investment Group 2008 - Present
Russell Investments July 2004 - July 2007
Russell Investments 2000 - 2005
Skills
Marketing Communications, Integrated Marketing, Marketing Strategy, Event Marketing..., Financial Services..., Event Planning, Leadership, Market Research, Marketing, Portfolio Management, Strategy, Direct Marketing, Institutional Investors, Investments, Investment Strategies, Vendor Management, Alternative Investments, Social Media, Mutual Funds, Asset Management, Management, Analytics, CRM, Risk Management
Education
University of Puget Sound
Bachelor's degree, Accounting and Marketing
Russell Investment Group 2008 - Present
Russell Investments July 2004 - July 2007
Russell Investments 2000 - 2005
Skills
Marketing Communications, Integrated Marketing, Marketing Strategy, Event Marketing..., Financial Services..., Event Planning, Leadership, Market Research, Marketing, Portfolio Management, Strategy, Direct Marketing, Institutional Investors, Investments, Investment Strategies, Vendor Management, Alternative Investments, Social Media, Mutual Funds, Asset Management, Management, Analytics, CRM, Risk Management
Education
University of Puget Sound
Bachelor's degree, Accounting and Marketing
Terrence Moody's Russell Investments Experience April 2011 - November 2012
Job Payroll Manager at Warehouse Demo Services
Industry Accounting
Experience
Warehouse Demo Services November 2012 - Present
Russell Investments April 2011 - November 2012
PopCap Games May 2008 - December 2010
MulvannyG2 Architecture 2006 - 2008
Coinstar, Inc 2000 - 2006
ADP 1996 - 1997
Education
University of Phoenix 2003 — 2011
BS, Business Management
Warehouse Demo Services November 2012 - Present
Russell Investments April 2011 - November 2012
PopCap Games May 2008 - December 2010
MulvannyG2 Architecture 2006 - 2008
Coinstar, Inc 2000 - 2006
ADP 1996 - 1997
Education
University of Phoenix 2003 — 2011
BS, Business Management
Brett Standen, MBA, CIM's Russell Investments Experience November 2010 - November 2011
Job Wealth Advisor at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod November 2013 - Present
Canaccord Genuity Inc. November 2011 - November 2013
Russell Investments November 2010 - November 2011
RBC Dominion Securities May 2006 - September 2009
Skills
Investments, Strategic Financial..., Wealth Management, Trading, Equities, Mutual Funds, Strategy, Financial Advisory, Bonds, ETFs, Finance, Private Placements, Retirement, Securities, Wealth Management...
Education
University of Phoenix 2006 — 2009
Master of Business Administration (MBA)
The University of Western Ontario 1998 — 2002
King's Edgehill 1996 — 1998
Canadian Securities Institute
Canadian Investment Manager, Finance and Financial Management Services
ScotiaMcLeod November 2013 - Present
Canaccord Genuity Inc. November 2011 - November 2013
Russell Investments November 2010 - November 2011
RBC Dominion Securities May 2006 - September 2009
Skills
Investments, Strategic Financial..., Wealth Management, Trading, Equities, Mutual Funds, Strategy, Financial Advisory, Bonds, ETFs, Finance, Private Placements, Retirement, Securities, Wealth Management...
Education
University of Phoenix 2006 — 2009
Master of Business Administration (MBA)
The University of Western Ontario 1998 — 2002
King's Edgehill 1996 — 1998
Canadian Securities Institute
Canadian Investment Manager, Finance and Financial Management Services
Aaron Mannari's Russell Investments Experience November 2004 - December 2005
Job Senior Loan Processor at Cobalt Mortgage
Industry Financial Services
Experience
Cobalt Mortgage March 2012 - Present
Absolute Mortgage August 2010 - February 2012
Sound Mortgage, Inc. July 2008 - August 2010
Northwest Lending Group December 2005 - July 2008
Russell Investments November 2004 - December 2005
Westsound Bank March 2004 - October 2004
Bay Mortgage November 2002 - February 2004
Skills
Mortgage Lending, FHA, Insurance, Real Estate, Refinance, Loans, VA loans, Sales, FHA financing, USDA, Loan Origination, Government Loans, Credit, Mortgage Banking, Residential Mortgages
Education
University of Puget Sound 1997 — 2002
Cobalt Mortgage March 2012 - Present
Absolute Mortgage August 2010 - February 2012
Sound Mortgage, Inc. July 2008 - August 2010
Northwest Lending Group December 2005 - July 2008
Russell Investments November 2004 - December 2005
Westsound Bank March 2004 - October 2004
Bay Mortgage November 2002 - February 2004
Skills
Mortgage Lending, FHA, Insurance, Real Estate, Refinance, Loans, VA loans, Sales, FHA financing, USDA, Loan Origination, Government Loans, Credit, Mortgage Banking, Residential Mortgages
Education
University of Puget Sound 1997 — 2002
Ken Jung's Russell Investments Experience April 2013 - Present
Job Risk Manager at Russell Investment
Industry Financial Services
Experience
Russell Investments April 2013 - Present
JP Morgan Chase October 2009 - Present
Bank of America Home Loans April 2009 - October 2009
Countrywide Bank January 2006 - April 2009
Skills
Financial Risk
Education
University of Southern California 2002 — 2005
Russell Investments April 2013 - Present
JP Morgan Chase October 2009 - Present
Bank of America Home Loans April 2009 - October 2009
Countrywide Bank January 2006 - April 2009
Skills
Financial Risk
Education
University of Southern California 2002 — 2005
Meghann Edwards's Russell Investments Experience July 2012 - Present
Job Talent Acquisition Partner at Russell Investments
Industry Financial Services
Experience
Russell Investments July 2012 - Present
Russell Investments September 2010 - August 2012
Russell Investments July 2009 - August 2010
Russell Investments July 2007 - June 2009
Russell Investments January 2006 - July 2007
Skills
Full-life Cycle..., College Recruiting, Ad Hoc Reporting, Client Service Oriented, Personnel Management, Benefits Administration, Benefits Negotiation, Screening, Policy, Employee Relations, Sourcing, Customer Service, Hiring, PeopleSoft, Resume Writing, New Hire Orientations, Microsoft Office, Talent Management, Data Entry, Teamwork, Management, Financial Services, Contract Recruitment, Performance Management, Employer Branding, Executive Search, HR Policies, Interviews, Software Documentation, Applicant Tracking..., Onboarding, Vendor Management, Recruiting, Employee Benefits, Human Resources, Payroll, Building Relationships, Recruitment Advertising, Deferred Compensation, Talent Acquisition, Cold Calling, HRIS, Internet Recruiting, Program Management, Analysis, Job Descriptions, Data Analysis, Technical Recruiting, Succession Planning, SDLC
Education
University of Puget Sound 2003 — 2007
Bachelors Degree, Business Administration
Russell Investments July 2012 - Present
Russell Investments September 2010 - August 2012
Russell Investments July 2009 - August 2010
Russell Investments July 2007 - June 2009
Russell Investments January 2006 - July 2007
Skills
Full-life Cycle..., College Recruiting, Ad Hoc Reporting, Client Service Oriented, Personnel Management, Benefits Administration, Benefits Negotiation, Screening, Policy, Employee Relations, Sourcing, Customer Service, Hiring, PeopleSoft, Resume Writing, New Hire Orientations, Microsoft Office, Talent Management, Data Entry, Teamwork, Management, Financial Services, Contract Recruitment, Performance Management, Employer Branding, Executive Search, HR Policies, Interviews, Software Documentation, Applicant Tracking..., Onboarding, Vendor Management, Recruiting, Employee Benefits, Human Resources, Payroll, Building Relationships, Recruitment Advertising, Deferred Compensation, Talent Acquisition, Cold Calling, HRIS, Internet Recruiting, Program Management, Analysis, Job Descriptions, Data Analysis, Technical Recruiting, Succession Planning, SDLC
Education
University of Puget Sound 2003 — 2007
Bachelors Degree, Business Administration
Marc Hewitt's Russell Investments Experience March 2008 - Present
Job Portfolio Manager at Russell Investments
Industry Investment Management
Experience
Russell Investments March 2008 - Present
Russell Investment Group March 2006 - March 2008
Mellon Analytical Solutions August 2005 - March 2006
Bank of New York Mellon April 2002 - July 2005
Mellon Financial September 2000 - April 2002
Skills
Portfolio Management, Asset Management, Bloomberg, Attribution, Investments, Equities, Trading, SharePoint, Microsoft Office, Agile, Agile Methodologies, Financial Services, Investment Management, Mutual Funds, Risk Management, Series 7, Strategy
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2002 — 2004
MBA, Finance
Western Washington University 1996 — 2000
BA, Finance (Major); Economics (Minor)
Russell Investments March 2008 - Present
Russell Investment Group March 2006 - March 2008
Mellon Analytical Solutions August 2005 - March 2006
Bank of New York Mellon April 2002 - July 2005
Mellon Financial September 2000 - April 2002
Skills
Portfolio Management, Asset Management, Bloomberg, Attribution, Investments, Equities, Trading, SharePoint, Microsoft Office, Agile, Agile Methodologies, Financial Services, Investment Management, Mutual Funds, Risk Management, Series 7, Strategy
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2002 — 2004
MBA, Finance
Western Washington University 1996 — 2000
BA, Finance (Major); Economics (Minor)
Amelia Tockston's Russell Investments Experience June 1999 - September 1999
Job Owner, Chief Marketing Strategist at Anura Marketing
Industry Marketing and Advertising
Experience
Anura Marketing January 2015 - Present
Freelance Consultant July 2013 - December 2014
Travel Sabbatical January 2013 - July 2014
ExpeditionTrips September 2010 - October 2012
ExpeditionTrips October 2004 - September 2010
ExpeditionTrips February 2002 - September 2004
World Affairs Council March 2001 - October 2001
Charles Wright Academy October 2000 - March 2001
Ministère de l'éducation nationale, de la jeunesse et de la vie associative September 1999 - May 2000
Russell Investments June 1999 - September 1999
Skills
Online Advertising, Social Media, Email Marketing, Website Development, Digital Marketing, Social Media Marketing, Event Management, Advertising, Web Analytics, Travel Marketing, Marketing Strategy, Tourism, Direct Marketing, Lead Generation, Project Management, Press Releases, Adventure Travel, Marketing Copy, Start-ups, Creative Writing, Database Marketing, Strategic Marketing..., Copy Editing, Image Editing, Travel Photography, Vendor Relationships, Data Analysis, Budgets, Marketing Event Planning, Branding & Identity, Concept Development, SEO, Affiliate Marketing, B2B Marketing
Education
University of Puget Sound 1995 — 1999
International Affairs & French Studies, Music Minor
Université de Bourgogne, Dijon, France 1998 — 1998
Study Aboard, French Language and Cultural Studies
Anura Marketing January 2015 - Present
Freelance Consultant July 2013 - December 2014
Travel Sabbatical January 2013 - July 2014
ExpeditionTrips September 2010 - October 2012
ExpeditionTrips October 2004 - September 2010
ExpeditionTrips February 2002 - September 2004
World Affairs Council March 2001 - October 2001
Charles Wright Academy October 2000 - March 2001
Ministère de l'éducation nationale, de la jeunesse et de la vie associative September 1999 - May 2000
Russell Investments June 1999 - September 1999
Skills
Online Advertising, Social Media, Email Marketing, Website Development, Digital Marketing, Social Media Marketing, Event Management, Advertising, Web Analytics, Travel Marketing, Marketing Strategy, Tourism, Direct Marketing, Lead Generation, Project Management, Press Releases, Adventure Travel, Marketing Copy, Start-ups, Creative Writing, Database Marketing, Strategic Marketing..., Copy Editing, Image Editing, Travel Photography, Vendor Relationships, Data Analysis, Budgets, Marketing Event Planning, Branding & Identity, Concept Development, SEO, Affiliate Marketing, B2B Marketing
Education
University of Puget Sound 1995 — 1999
International Affairs & French Studies, Music Minor
Université de Bourgogne, Dijon, France 1998 — 1998
Study Aboard, French Language and Cultural Studies
Sylvia Perek Horstmann's Russell Investments Experience December 2012 - Present
Job Portfolio Manager at Russell Investments
Industry Investment Management
Experience
Russell Investments December 2012 - Present
Russell Investments April 2007 - November 2011
Russell Investments July 2006 - April 2007
Russell Investments November 2005 - July 2006
Russell Investments January 2003 - November 2005
Adecco July 2002 - December 2002
Morgan Stanley September 2001 - June 2002
Skills
Bloomberg, Asset Allocation, Portfolio Management, Investments, Equities, Alternative Investments, Fixed Income, Investment Management, Investment Strategies, Derivatives, Finance, Foreign Currency
Education
University of Puget Sound 1998 — 2002
Bachelor of Arts (B.A.), Economics and Business Administration
Alexander Dawson HS
Russell Investments December 2012 - Present
Russell Investments April 2007 - November 2011
Russell Investments July 2006 - April 2007
Russell Investments November 2005 - July 2006
Russell Investments January 2003 - November 2005
Adecco July 2002 - December 2002
Morgan Stanley September 2001 - June 2002
Skills
Bloomberg, Asset Allocation, Portfolio Management, Investments, Equities, Alternative Investments, Fixed Income, Investment Management, Investment Strategies, Derivatives, Finance, Foreign Currency
Education
University of Puget Sound 1998 — 2002
Bachelor of Arts (B.A.), Economics and Business Administration
Alexander Dawson HS
Louis Holt's Russell Investments Experience December 2012 - Present
Job
Industry Investment Management
Experience
Russell Investments December 2012 - Present
American Capital Group November 2010 - December 2012
California Equity Research LLC August 2009 - January 2010
Smith Barney September 2008 - February 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Real Estate Transactions, Real Estate Financing, Cost Allocation, DCF Valuation, Cognos, Finance, Strategic Planning, Valuation, Due Diligence, Forecasting, Accounting
Education
University of San Diego 2004 — 2009
Business, Finance
Russell Investments December 2012 - Present
American Capital Group November 2010 - December 2012
California Equity Research LLC August 2009 - January 2010
Smith Barney September 2008 - February 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Real Estate Transactions, Real Estate Financing, Cost Allocation, DCF Valuation, Cognos, Finance, Strategic Planning, Valuation, Due Diligence, Forecasting, Accounting
Education
University of San Diego 2004 — 2009
Business, Finance
Bob Matala, CIMA®'s Russell Investments Experience October 2005 - June 2006
Job Vice President Regional Wealth Consultant, Wealth Management Solutions at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc July 2013 - March 2015
Prudential Investments February 2012 - July 2013
Russell Investment Group June 2006 - December 2010
Russell Investments October 2005 - June 2006
Franklin Templeton Investments April 1997 - October 2005
Skills
Series 7, Wholesaling, CIMA, Series 66, Investment Products, Managed Money, Alternative Investments, Asset Management, ETFs, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Separately Managed..., Series 63, Uniform Combined State..., Wealth
Education
University of South Florida
BS, Finance & Management (dual major)
Envestnet, Inc July 2013 - March 2015
Prudential Investments February 2012 - July 2013
Russell Investment Group June 2006 - December 2010
Russell Investments October 2005 - June 2006
Franklin Templeton Investments April 1997 - October 2005
Skills
Series 7, Wholesaling, CIMA, Series 66, Investment Products, Managed Money, Alternative Investments, Asset Management, ETFs, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Separately Managed..., Series 63, Uniform Combined State..., Wealth
Education
University of South Florida
BS, Finance & Management (dual major)
Katie Rainey's Russell Investments Experience July 2003 - December 2008
Job Business Development & Marketing Coordinator at Stratos Product Development
Industry Medical Devices
Experience
Stratos Product Development August 2015 - Present
Tesoro Corporation March 2013 - December 2014
TrueBlue Inc. April 2012 - January 2013
MultiCare Health System July 2010 - September 2011
Russell Investments July 2003 - December 2008
Russell Investments April 2001 - July 2003
Skills
Marketing, Project Management, Project Coordination, Time Management, Cross-functional Team..., Event Coordination, Administrative, Marketing Strategy
Education
University of Puget Sound 1991 — 1995
Degree: Bachelor, Business Administration-Marketing
Stratos Product Development August 2015 - Present
Tesoro Corporation March 2013 - December 2014
TrueBlue Inc. April 2012 - January 2013
MultiCare Health System July 2010 - September 2011
Russell Investments July 2003 - December 2008
Russell Investments April 2001 - July 2003
Skills
Marketing, Project Management, Project Coordination, Time Management, Cross-functional Team..., Event Coordination, Administrative, Marketing Strategy
Education
University of Puget Sound 1991 — 1995
Degree: Bachelor, Business Administration-Marketing
Steve Lowden's Russell Investments Experience June 2008 - April 2009
Job Managing Director at Penserra
Industry Investment Management
Experience
Penserra Capital Management, LLC August 2011 - Present
Lazard Capital Markets September 2009 - June 2011
Russell Investments June 2008 - April 2009
Russell Investments October 2005 - June 2008
Skills
Transition Management, Equities, Series 7, Investment Management, Investments, Capital Markets, Uniform Combined State..., Hedge Funds, Portfolio Management, Alternative Investments, Asset Management, Mutual Funds, Executive Management, Institutional..., Management, Electronic Trading, Series 66
Education
University of Puget Sound 1992 — 1996
BA, Finance, Economics
Loveland High School 1988 — 1992
Penserra Capital Management, LLC August 2011 - Present
Lazard Capital Markets September 2009 - June 2011
Russell Investments June 2008 - April 2009
Russell Investments October 2005 - June 2008
Skills
Transition Management, Equities, Series 7, Investment Management, Investments, Capital Markets, Uniform Combined State..., Hedge Funds, Portfolio Management, Alternative Investments, Asset Management, Mutual Funds, Executive Management, Institutional..., Management, Electronic Trading, Series 66
Education
University of Puget Sound 1992 — 1996
BA, Finance, Economics
Loveland High School 1988 — 1992
John Courier, CFA's Russell Investments Experience January 2013 - Present
Job Divisional Director Southwest at Russell Investments
Industry Investment Management
Experience
Russell Investments January 2013 - Present
Russell Investments May 2010 - December 2012
Russell Investments 1998 - 2010
Skills
Sales Management, Sales, Investment Advisory, Investment Management, Portfolio Management, Management, Asset Allocation, Wealth Management, Hedge Funds, Equities, Securities, Separately Managed..., Retirement Planning, Strategic Financial..., Product Distribution
Education
CFA Institute 1994 — 1998
CFA, 1998
University of Puget Sound 1985 — 1989
Bachelor of Arts (B.A.), Economics
Russell Investments January 2013 - Present
Russell Investments May 2010 - December 2012
Russell Investments 1998 - 2010
Skills
Sales Management, Sales, Investment Advisory, Investment Management, Portfolio Management, Management, Asset Allocation, Wealth Management, Hedge Funds, Equities, Securities, Separately Managed..., Retirement Planning, Strategic Financial..., Product Distribution
Education
CFA Institute 1994 — 1998
CFA, 1998
University of Puget Sound 1985 — 1989
Bachelor of Arts (B.A.), Economics
James Ottinger CRPC's Russell Investments Experience 2000 - 2009
Job Financial Advisor at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Brokerage Services, Inc. December 2009 - Present
Russell Investments 2000 - 2009
Education
University of Puget Sound
BS, Economics
University of Puget Sound
BS, Computer Science/Business
Virginia Polytechnic Institute and State University
MS, Information Systems, Finance
CUNA Brokerage Services, Inc. December 2009 - Present
Russell Investments 2000 - 2009
Education
University of Puget Sound
BS, Economics
University of Puget Sound
BS, Computer Science/Business
Virginia Polytechnic Institute and State University
MS, Information Systems, Finance
Erinn Hargis's Russell Investments Experience March 2008 - August 2012
Job Erinn Hargis Photography
Industry Photography
Experience
Erinn Hargis Photography January 2012 - Present
Russell Investments March 2008 - August 2012
Russell Investments August 2007 - March 2008
Door to Door Storage, Inc January 2007 - July 2007
L.A. Weightloss Center January 2004 - September 2006
Bobbi Brown Cosmetics September 2003 - January 2004
Angelo Mendi Boutique Salon August 2002 - September 2003
Stanley and Seaforts July 2001 - August 2002
Gene Juarez Salons & Spas June 2000 - October 2000
Skills
Customer Service, Management, Marketing, Leadership, Sales, Microsoft Excel, Microsoft Office, Strategic Planning, Analysis, Project Management, Photography, Digital Photography, Portrait Photography, Photoshop, Lightroom
Education
University of Puget Sound 1999 — 2003
BA, Business and Theater
University of Puget Sound 1999 — 2003
Bachelor of Arts, Business Secondary; Theater
Erinn Hargis Photography January 2012 - Present
Russell Investments March 2008 - August 2012
Russell Investments August 2007 - March 2008
Door to Door Storage, Inc January 2007 - July 2007
L.A. Weightloss Center January 2004 - September 2006
Bobbi Brown Cosmetics September 2003 - January 2004
Angelo Mendi Boutique Salon August 2002 - September 2003
Stanley and Seaforts July 2001 - August 2002
Gene Juarez Salons & Spas June 2000 - October 2000
Skills
Customer Service, Management, Marketing, Leadership, Sales, Microsoft Excel, Microsoft Office, Strategic Planning, Analysis, Project Management, Photography, Digital Photography, Portrait Photography, Photoshop, Lightroom
Education
University of Puget Sound 1999 — 2003
BA, Business and Theater
University of Puget Sound 1999 — 2003
Bachelor of Arts, Business Secondary; Theater
Reid Hellekson, CFA's Russell Investments Experience September 2013 - Present
Job Senior Implementation Portfolio Manager at Russell Investments
Industry Investment Management
Experience
Russell Investments September 2013 - Present
Russell Investments August 2011 - September 2013
Russell Investments May 2007 - July 2011
Russell Investments September 2003 - May 2007
Skills
Matlab, R, Visual C#, Visual C++, Quantitative Finance, Derivatives, Asset Allocation, Dynamic Asset Allocation, Equity Derivatives, Interest Rate..., FX Derivatives, Data Modeling, Financial Modeling, Risk Models, Risk Modeling, Portfolio Optimization, Investment Strategies, VBA, VBScript, SQL, Futures Trading, Swaps, Forwards, Options, Order Management, Microsoft Excel, Bloomberg, Portfolio Management, Model Portfolios, Asset Management, Alternative Investments, Hedge Funds, Performance Attribution, Trading Strategies, Portable Alpha, Beta Management, Overlays, Transition Management, Fixed Income, Investments
Education
University of Puget Sound 1999 — 2003
B.S; B.A, Mathematics; Business Administration (Finance)
CFA Institute
Russell Investments September 2013 - Present
Russell Investments August 2011 - September 2013
Russell Investments May 2007 - July 2011
Russell Investments September 2003 - May 2007
Skills
Matlab, R, Visual C#, Visual C++, Quantitative Finance, Derivatives, Asset Allocation, Dynamic Asset Allocation, Equity Derivatives, Interest Rate..., FX Derivatives, Data Modeling, Financial Modeling, Risk Models, Risk Modeling, Portfolio Optimization, Investment Strategies, VBA, VBScript, SQL, Futures Trading, Swaps, Forwards, Options, Order Management, Microsoft Excel, Bloomberg, Portfolio Management, Model Portfolios, Asset Management, Alternative Investments, Hedge Funds, Performance Attribution, Trading Strategies, Portable Alpha, Beta Management, Overlays, Transition Management, Fixed Income, Investments
Education
University of Puget Sound 1999 — 2003
B.S; B.A, Mathematics; Business Administration (Finance)
CFA Institute
Greg Nordquist's Russell Investments Experience 1990 - Present
Job Director, Overlay Strategies at Russell Investments
Industry Investment Management
Experience
Russell Investments 1990 - Present
Skills
Asset Allocation, Equities, Portfolio Management, Investment Strategies, Asset Managment, Investments, ETFs, Bloomberg, Fixed Income, Portfolio Optimization, Derivatives
Education
University of Puget Sound 1986 — 1990
Bachelors, Finance and Accounting
Russell Investments 1990 - Present
Skills
Asset Allocation, Equities, Portfolio Management, Investment Strategies, Asset Managment, Investments, ETFs, Bloomberg, Fixed Income, Portfolio Optimization, Derivatives
Education
University of Puget Sound 1986 — 1990
Bachelors, Finance and Accounting
Stephenie Kuntz's Russell Investments Experience September 1998 - April 2011
Job Account Manager, Brown & Brown Insurance
Industry Insurance
Experience
Brown & Brown July 2012 - Present
Edward Jones April 2011 - July 2012
Russell Investments September 1998 - April 2011
Education
University of Puget Sound 1992 — 1996
BA, Economics
Brown & Brown July 2012 - Present
Edward Jones April 2011 - July 2012
Russell Investments September 1998 - April 2011
Education
University of Puget Sound 1992 — 1996
BA, Economics
Marc Larson's Russell Investments Experience Portfolio ManagerRussell Implementation Services2009 - Present
Job Portfolio Manager at Russell Investments
Industry Investment Management
Experience
Russell Investments Portfolio ManagerRussell Implementation Services2009 - Present
Russell Investment Group 2004 - Present
Skills
Hedge Funds, Portfolio Management, Asset Management, Fixed Income, Asset Allocation, Equities, Investments, Bloomberg, Alternative Investments, Investment Management, Derivatives, Investment Strategies, Financial Analysis, Mutual Funds, Trading, Financial Modeling
Education
University of Puget Sound 2000 — 2004
Business, Econ, Finance
Russell Investments Portfolio ManagerRussell Implementation Services2009 - Present
Russell Investment Group 2004 - Present
Skills
Hedge Funds, Portfolio Management, Asset Management, Fixed Income, Asset Allocation, Equities, Investments, Bloomberg, Alternative Investments, Investment Management, Derivatives, Investment Strategies, Financial Analysis, Mutual Funds, Trading, Financial Modeling
Education
University of Puget Sound 2000 — 2004
Business, Econ, Finance
Roman Brent's Russell Investments Experience April 2001 - April 2003
Job President at Anacapa, LLC
Industry Investment Management
Experience
Anacapa, LLC April 2006 - Present
Bristlecone Advisors, LLC April 2003 - April 2006
Russell Investments April 2001 - April 2003
US Trust April 2000 - April 2001
Russell Investments 1996 - 2000
Russell Investments 1994 - 1996
Mercer Advisors 1993 - 1994
Skills
Alternative Investments, Asset Allocation, Asset Managment, Investment Strategies, Investments, Hedge Funds, Portfolio Management, Investment Management, Equities, Fixed Income, Mutual Funds, Investment Advisory, Wealth Management, Private Equity, Series 7, Equity Research, Financial Markets, Risk Management, Bloomberg, Quantitative Analytics, Asset Management, Financial Advisory, Valuation, Due Diligence, Trading, Emerging Markets, Derivatives, Capital Markets, Venture Capital, Commodity
Education
University of Puget Sound 1989 — 1993
Bachelor of Arts (B.A.), Finance, General
Clover Park HS 1986 — 1989
Anacapa, LLC April 2006 - Present
Bristlecone Advisors, LLC April 2003 - April 2006
Russell Investments April 2001 - April 2003
US Trust April 2000 - April 2001
Russell Investments 1996 - 2000
Russell Investments 1994 - 1996
Mercer Advisors 1993 - 1994
Skills
Alternative Investments, Asset Allocation, Asset Managment, Investment Strategies, Investments, Hedge Funds, Portfolio Management, Investment Management, Equities, Fixed Income, Mutual Funds, Investment Advisory, Wealth Management, Private Equity, Series 7, Equity Research, Financial Markets, Risk Management, Bloomberg, Quantitative Analytics, Asset Management, Financial Advisory, Valuation, Due Diligence, Trading, Emerging Markets, Derivatives, Capital Markets, Venture Capital, Commodity
Education
University of Puget Sound 1989 — 1993
Bachelor of Arts (B.A.), Finance, General
Clover Park HS 1986 — 1989
Emily Ciarabellini's Russell Investments Experience November 2012 - Present
Job Investment Operations Analyst at Russell Investments
Industry Financial Services
Experience
Russell Investments November 2012 - Present
Russell Investments August 2010 - October 2012
Russell Investments July 2010 - August 2010
Urban Grace Church April 2010 - June 2010
Tacoma College Ministry May 2009 - May 2010
Kappa Alpha Theta - Delta Iota Chapter February 2009 - January 2010
The Boeing Company May 2009 - August 2009
Peace Community Center January 2008 - May 2008
Arapahoe Parks and Recreation District January 2005 - September 2007
Skills
Budgets, Recruiting, Procurement, Supply Management, Fundraising, Event Planning, Microsoft Excel, Leadership, Microsoft Office, Public Speaking, Research
Education
University of Puget Sound 2006 — 2010
Bachelor of Arts, Business Leadership (International Emphasis). French and Mathematics minors
Russell Investments November 2012 - Present
Russell Investments August 2010 - October 2012
Russell Investments July 2010 - August 2010
Urban Grace Church April 2010 - June 2010
Tacoma College Ministry May 2009 - May 2010
Kappa Alpha Theta - Delta Iota Chapter February 2009 - January 2010
The Boeing Company May 2009 - August 2009
Peace Community Center January 2008 - May 2008
Arapahoe Parks and Recreation District January 2005 - September 2007
Skills
Budgets, Recruiting, Procurement, Supply Management, Fundraising, Event Planning, Microsoft Excel, Leadership, Microsoft Office, Public Speaking, Research
Education
University of Puget Sound 2006 — 2010
Bachelor of Arts, Business Leadership (International Emphasis). French and Mathematics minors
Roger Ellestad, CPA's Russell Investments Experience July 1989 - Present
Job CPA / Sr. Account Executive at Russell Investments
Industry Investment Management
Experience
Russell Investments July 1989 - Present
Education
University of Puget Sound 1985 — 1988
BA, Accounting; Business Administration; Public Administration
Russell Investments July 1989 - Present
Education
University of Puget Sound 1985 — 1988
BA, Accounting; Business Administration; Public Administration
Marc A. Wright, CFA's Russell Investments Experience January 1999 - December 2003
Job Product Manager | Relationship Manager | Consultant | Financial Services
Industry Financial Services
Experience
BNY Mellon June 2009 - May 2014
BNY Mellon January 2008 - June 2009
Russell/Mellon and Mellon Financial January 2004 - December 2007
Russell Investments January 1999 - December 2003
Russell Investments January 1997 - December 1998
Skills
Alternative Investments, Equities, Fixed Income, Asset Managment, Mutual Funds, Hedge Funds, Investments, Asset Allocation, Portfolio Management, Investment Management, Derivatives, Financial Services, Bloomberg, Investment Strategies, Securities, Wealth Management, Financial Risk, Asset Management, Risk Management, Management, Business Analysis, Leadership, Capital Markets, Financial Analysis
Education
University of Puget Sound 2014 — 2015
Master's Degree, Elementary Education and Teaching
University of Puget Sound
BA, History
BNY Mellon June 2009 - May 2014
BNY Mellon January 2008 - June 2009
Russell/Mellon and Mellon Financial January 2004 - December 2007
Russell Investments January 1999 - December 2003
Russell Investments January 1997 - December 1998
Skills
Alternative Investments, Equities, Fixed Income, Asset Managment, Mutual Funds, Hedge Funds, Investments, Asset Allocation, Portfolio Management, Investment Management, Derivatives, Financial Services, Bloomberg, Investment Strategies, Securities, Wealth Management, Financial Risk, Asset Management, Risk Management, Management, Business Analysis, Leadership, Capital Markets, Financial Analysis
Education
University of Puget Sound 2014 — 2015
Master's Degree, Elementary Education and Teaching
University of Puget Sound
BA, History
Bruce Clarke, CFA's Russell Investments Experience January 2013 - Present
Job Managing Director, Client Service at Russell Investments
Industry Investment Management
Experience
Russell Investments January 2013 - Present
Russell Investment January 2001 - December 2012
US Trust January 2000 - December 2000
Russell Investments January 1997 - December 1999
Russell Investments January 1994 - December 1996
Russell Investments January 1988 - December 1993
Skills
Securities, Management, Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Asset Management, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Equities
Education
University of Puget Sound
B.A
Russell Investments January 2013 - Present
Russell Investment January 2001 - December 2012
US Trust January 2000 - December 2000
Russell Investments January 1997 - December 1999
Russell Investments January 1994 - December 1996
Russell Investments January 1988 - December 1993
Skills
Securities, Management, Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Asset Management, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Equities
Education
University of Puget Sound
B.A
Robert Kern's Russell Investments Experience June 2010 - Present
Job Portfolio Manager at Davidson Investment Advisors
Industry Investment Management
Experience
Davidson Investment Advisors April 2013 - Present
Russell Investments June 2010 - Present
Washington Mutual February 2008 - July 2008
Washington Mutual June 2006 - July 2008
Washington Mutual November 2005 - June 2006
Sirach Capital Management November 2000 - December 2004
SAFECO Corporation January 1988 - November 2000
Hagen, Kurth, Perman and Company September 1985 - December 1987
Skills
High Yield, Credit Analysis, Portfolio Management, Fixed Income, Credit, Industry Analysis, Asset Allocation, Investments, Investment Products, Financial Analysis, Equities, Derivatives, Bloomberg, Asset Management, Portfolios, Financial Modeling, Structured Finance, Risk Management, Equity Research, Leveraged Finance, Trading, Structured Products, Mutual Funds, Bonds, Investment Management
Education
University of Puget Sound 1982 — 1984
BA, Accounting Science
University of Washington
BA, Business Administration
Davidson Investment Advisors April 2013 - Present
Russell Investments June 2010 - Present
Washington Mutual February 2008 - July 2008
Washington Mutual June 2006 - July 2008
Washington Mutual November 2005 - June 2006
Sirach Capital Management November 2000 - December 2004
SAFECO Corporation January 1988 - November 2000
Hagen, Kurth, Perman and Company September 1985 - December 1987
Skills
High Yield, Credit Analysis, Portfolio Management, Fixed Income, Credit, Industry Analysis, Asset Allocation, Investments, Investment Products, Financial Analysis, Equities, Derivatives, Bloomberg, Asset Management, Portfolios, Financial Modeling, Structured Finance, Risk Management, Equity Research, Leveraged Finance, Trading, Structured Products, Mutual Funds, Bonds, Investment Management
Education
University of Puget Sound 1982 — 1984
BA, Accounting Science
University of Washington
BA, Business Administration
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY