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
Verus Investments June 2015 - Present
Russell Investments February 2015 - June 2015
Gun-Mar F/V May 2012 - August 2014
Harvey & Company LLC February 2014 - May 2014
Skills
Teamwork, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Social Media, Communication, Marketing, Event Planning, Public Speaking, Leadership
Education
Chapman University, The George L. Argyros School of Business and Economics 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Russell Investments October 2014 - Present
Washington State Department of Agriculture May 2014 - October 2014
State of Washington September 2012 - May 2014
Centralina Council of Governments February 2011 - May 2011
U.S. Air Force April 2004 - April 2008
Skills
Microsoft Office, Office Management, Multitasker, Customer Relations, Supervisory Skills, Public Relations, Customer Service, Social Media, Time Management, Microsoft Excel, Process Improvement, Teamwork, Microsoft Word, Data Entry, Research, Leadership, Sales, Interviews, Program Management, Project Planning, Facebook, Team Building, Inventory Management, Procurement, Logistics, Management
Education
University of North Carolina at Charlotte 2010 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Cape Fear Community College 2009 — 2011
Political Science, Political Science and Government
Polaris Payroll Consulting June 2010 - December 2011
Polaris Payroll Consulting Inc. June 2009 - June 2010
Self Employed 2007 - 2009
Russell Investments 2005 - 2007
Russell Investment Group 2001 - 2005
Frank Russell Company 1992 - 2001
Skills
Employee Benefits, HRIS, Performance Management, Payroll, Conflict Resolution, Training, Metrics, Vendor Management, Employee Relations, Onboarding, Program Management, Benefits Administration, Leadership, Process Improvement
Education
Pacific Lutheran University 1992 — 1995
BFA, Graphic Design
Clark College 1990 — 1992
Business Administration
Joshua Ott Financial Services April 2014 - Present
Interstate Distributor Co. August 2013 - April 2014
McGladrey October 2012 - June 2013
Moss Adams LLP January 2012 - April 2012
Seatac Parts Warehouse January 1997 - January 2012
Russell Investments March 2010 - September 2010
Skills
Accounting, Non-profits, Internal Controls, Accounts Receivable, Accounts Payable, Account Reconciliation, Auditing, Financial Reporting, Microsoft Word, Access Database, Expert Level Excel, Outlook, Financial Statements, Nonprofits, Invoicing, Bookkeeping, Tax, Forecasting, Budgets, QuickBooks
Education
Central Washington University 2010 — 2011
Masters of Professional Accountancy, Accounting
University of Washington 2008 — 2010
Bachelors, Accounting/Non-Profit Management
Tacoma Community College 2006 — 2008
Associate of Arts (AA), Business
Russell Investments February 2012 - Present
Expedia, Inc. July 2010 - February 2012
Expedia December 2004 - July 2010
The Ackerley Group October 1990 - July 2002
Skills
HRIS, PeopleSoft, Human Resources, Personnel Management, Program Management, Benefits Administration, Onboarding, Leadership, Ceridian, Workday, Management, Project Management, Workday HCM, Time..., Cross-functional Team..., Performance Management
Education
Central Washington University 2007 — 2009
BS, Business Administration
Kepion Solution January 2014 - Present
110 Consulting July 2012 - September 2013
Seattle Band Map January 2012 - August 2012
Russell Investments June 2011 - August 2011
Junior Achievement China January 2010 - July 2010
Skills
Business Intelligence, OLAP, Microsoft SQL Server, T-SQL, SSAS, SSIS, PowerPivot, SharePoint, XML, Nonprofits, Databases, HTML, MySQL, Non-profits
Education
University of Washington 2010 — 2012
Master's, Information Management
Capital University of Economics and Business 2006 — 2010
Bachelor's, Information System and Information Management
Russell Investments 2013 - Present
BGI 2009 - 2013
BGI 2009 - 2013
Parker Staffing Services 2008 - 2009
BlackRock 2006 - 2008
Quellos Group, LLC 2006 - 2008
Warner Music Group (contractor) 2005 - 2006
uWink, Inc. 2004 - 2005
Skills
Business Analysis, Financial Reporting, Experienced Business..., Business Intelligence, Networking, System Administration, SharePoint, Software Documentation, Network Security, Microsoft SQL Server, Information Security..., XP, SQL Server, Visual Studio, SSRS
Education
Capitol College 2006 — 2008
Master of Science, Information Assurance
Musicians Institute 2001 — 2005
Bachelor of Music, Commercial Music
Apria Healthcare November 2014 - Present
Cape Fox Professional Services September 2008 - October 2014
Department of Licensing – Washington Motorcycle Safety Program May 2008 - September 2008
Russell Investments October 1984 - March 2008
Skills
Program Management, Public Speaking, Microsoft Office, Project Management, Negotiation, Brokered Services..., Database design and..., ITIL Certified, Personnel Supervision, Process Improvement, Motorcycle, Training, Team Leadership, Leadership, Vendor Management, Management, Cross-functional Team..., Coaching, Product Development, Project Planning, Business Development, Account Management, Strategic Planning, Change Management, New Business Development, Business Strategy, CRM, Logistics, Integration, Operations Management, Motorcycle Safety, Motorcycle Track Day..., Motorcycle Safety..., Team Building, Business Analysis
Education
Western Washington University 2007 — 2008
None, Studies in Information Technology and Mathematics
Central Washington University 1988 — 1989
None, Studies in Technical Writing, and, Economics
Olympic College 1983 — 1986
Associates, Engineering
REI October 2013 - January 2015
T-Mobile September 2012 - February 2013
Capital One ShareBuilder March 2012 - August 2012
Russell Investments November 2009 - December 2011
TrueBlue Inc. February 2008 - November 2009
Russell Investments October 2007 - February 2008
TrueBlue Inc. May 2007 - October 2007
BNY Mellon January 2007 - February 2007
Russell Investments April 2005 - February 2007
Washington Mutual January 2004 - March 2005
Skills
Workshop Facilitation, Requirements Analysis, Technical Writing, Business Analysis, Enterprise Architecture, Program Management, Scrum, Agile Methodologies, SDLC, Enterprise Software, Cross-functional Team..., CRM, Project Management, Databases, Software Documentation, Analysis, Management, Leadership, Data Warehousing, Quality Assurance, Business Process, Vendor Management, SharePoint, Requirements Gathering, Visio, Business Intelligence, Business Requirements, PMO, Data Modeling, Business Process..., Process Improvement, Software Project...
Education
University of San Francisco
Master of Human Resources and Organization Development
Mills College
MFA, Creative Writing
California College of the Arts
BFA, Textiles and Drawing
University of California, Berkeley
Anthropology
Deutsche Bank January 2013 - Present
Russell Investments April 2011 - November 2012
BlackRock September 2009 - March 2011
Barclays Global Investors March 2007 - September 2009
Barclays Global Investors June 2003 - March 2007
Barclays Global Investors July 2001 - July 2003
Prudential Securities January 2000 - June 2001
Skills
ETFs, Investments, Asset, Investment Strategies, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Asset Management, Portfolio Management, Capital Markets, Trading, Sales Management, Investment Management, Investment Advisory, Alternative Investments, Asset Managment, Financial Services, Financial Advisory, Morningstar, Financial Modeling, Equities, Fixed Income, Hedge Funds
Education
California State University-Sacramento 1989 — 1993
BA, Government; Minor- Business Administration
Kitsap Bank January 2013 - October 2014
Bridge IT 2009 - 2013
CIT 2011 - 2012
Russell Investments 2008 - 2009
CIT 1996 - 2008
First Nationwide Bank 1993 - 1996
Security Pacific Bank 1979 - 1993
Skills
Vendor Management, Banking, Strategy, Cross-functional Team..., Credit, Business Analysis, Management, Leadership, Executive Management, Financial Services, Mortgage Lending, Loans, Finance, Business Process..., Program Management, Project Management, SDLC, Underwriting, Risk Management, Strategic Planning, Analysis, Loan Origination, Operations Management, Process Improvement, Business Planning, Commercial Lending, Financial Analysis, Change Management, Relationship Management, Mortgage Marketing, Investments, Mortgage Banking, Mortgage Technology, Vendor Management Skills, Business Technology, Business Process..., Requirements Analysis, Financial Risk, Credit Analysis, Credit Risk, Consumer Lending, Mergers & Acquisitions, Technology Enabled..., Business Process..., Team Leadership, Business Relationship..., Team Building, Business Technology..., High Performance Teams, Community Involvement
Education
California Lutheran University
B.S.
Russell Investments July 2011 - Present
Rainier Investment Management September 2005 - February 2011
Russell Investments 1985 - 2005
Education
Carleton University
Bachelor of Commerce (B.Com.)
KeyBank January 2015 - Present
KeyBank January 2013 - Present
Russell Investments June 2011 - September 2011
Russell Investments September 2010 - December 2010
IMO June 2009 - September 2009
AA Party Rentals June 2008 - August 2008
Skills
Microsoft Excel, Data Analysis, Economics, PowerPoint, Research, Investments, Microsoft Word, Social Media, Team Building, Risk Management
Education
Carleton College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Charles Wright Academy 2004 — 2008
High School Diploma
Russell Investments July 2012 - Present
Russell Investments July 2012 - December 2012
Seattle Pacific University January 2010 - July 2012
National University of Mongolia, SFS September 2007 - September 2009
Mongolian Consulting Service- "MCS" International Co.,Ld July 2006 - September 2007
BOSA Impex January 2004 - July 2004
Skills
Business Analysis, Project Management, Agile Methodologies, Data Analysis, Training, MS Project, Data Modeling, Requirements Analysis, SDLC, Agile Project Management, Marketing Research, SQL, Strategic Sourcing, RFP, Ariba, Process Improvement, Benchmarking, Business Intelligence, Analysis, Microsoft Project, Microsoft Office, Management, Databases, Project Planning
Education
University of Washington 2015 — 2016
Professional & Continuing Education - Data Science
Seattle Pacific University 2010 — 2012
MS-ISM, Management Information Systems, General
Mongolian University of Science and Technology, School of Computer Science and Management 2006 — 2007
MBA, International Business Management
Mongolian University of Science and Technology, School of Computer Science and Management 2002 — 2006
BA, International Business Management
City University of Seattle
CME Group 2010 - 2013
CME Group 2010 - 2013
Pacific Gas & Electric 2009 - 2010
Goldman Sachs Asset Management 2006 - 2009
Clemson University 2002 - 2007
Russell Investments 2005 - 2006
Sterlite Technologies Ltd. 2001 - 2002
Skills
Commodity, Options, Financial Modeling, Risk Management, Fixed Income, Portfolio Management, Derivatives, Trading Strategies, Investments, Asset Management, Commodity Markets, Equities, Financial Risk, Financial Markets
Education
Clemson University 2005 — 2007
Ph.D
Michigan Technological University 2002 — 2005
M.S
Indian Institute of Technology, Kharagpur 1997 — 2001
BS
Massachusetts Institute of Technology - Sloan School of Management
Russell Investments January 2012 - Present
Mercer May 2004 - January 2012
Brigham Young University January 2005 - April 2005
Intermountain Soft Water, Inc. 2003 - 2005
Skills
Defined Benefit, Retirement Plan..., Asset Allocation, ALM, Investment Strategies, Actuarial Science, Risk Management, Strategy, Pensions, Financial Modeling, Financial Analysis, Access, Data Analysis, Microsoft Excel, Investments
Education
Brigham Young University 2002 — 2006
BS, Actuarial Science
Russell Investments March 2014 - Present
Robert W. Baird & Co. June 2011 - March 2014
Education
Colgate University 2007 — 2011
Bachelor of Arts, Political Science and Geography
Russell Investments September 2012 - Present
Russell Investments June 2010 - September 2012
Russell Investments January 2002 - June 2010
Russell Investments 2000 - 2002
Russell Investments April 1997 - January 2000
Russell Investments January 1988 - April 1997
Illustrator, Artist and Freelance Designer 1984 - 1997
Skills
Axure, Illustrator, Photoshop, Dreamweaver, Visio, FrameMaker, CSS, XML, Wireframes, Google Analytics, Google Adwords, User Interface, User Experience, Information Architecture, Web Development, User-centered Design, User Interface Design, InDesign
Education
Professional Training 1988 — 2014
Mobile UX, Google Analytics, Information Architecture, XML, FrameMaker, Dreamweaver, Illustrator
University of Washington 2009 — 2011
Master's Certificate, User-Centered Design
Human Factors International 2010 — 2010
Certificate, Usability Analyst (CUA)
Tacoma Community College 1998 — 1998
Certificate, Japanese Language, Ceramics
Central Washington University 1978 — 1982
Bachelor of Arts, Graphic Design
Russell Investments June 2013 - Present
Union Bank May 2011 - May 2013
Ashford University 2011 - 2011
Santa Cruz County Bank March 2009 - December 2010
Wells Fargo January 2008 - March 2009
Skills
Office Management, International Meeting..., Investment Research..., Business Travel..., Outlook, PowerPoint, Microsoft Excel, Bookkeeping, QuickBooks, Banking, Customer Service, Microsoft Office, Microsoft Word, Leadership, Small Business, Time Management, Management, Accounting, Financial Analysis, Investments, Finance
Education
San Diego State University-California State University 2015 — 2017
Bachelor of Business Administration (B.B.A.)
San Diego Mesa College 2012 — 2015
Associate of Science (A.S.), Business Administration and Management, General
San Diego City College 2012 — 2012
Certificate of Performance, Small Business Bookkeeping, 4.0
Cal Poly San Luis Obispo 2005 — 2006
Architecture, 3.7
Russell Investments January 2012 - Present
Russell Investments May 2008 - December 2011
Washington Mutual July 2007 - May 2008
Microsoft Corp April 2005 - July 2007
Washington Mutual Inc September 2002 - April 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Corporate Finance
Education
Brigham Young University 1999 — 2002
BS, Finance
McNeely Sisters Creations May 2011 - Present
Emerald Island Studios May 2007 - Present
Washington Dental Service November 2011 - January 2012
Puget Sound Blood Center 2012 - 2012
Russell Investment Group 1999 - 2007
Russell Investments 1995 - 1999
Skills
Market Research
Education
Broward College
None, Business
Russell Investments 2002 - Present
Dow Chemical 1994 - 2008
Decisioneering 2000 - 2001
Skills
Derivatives, VBA, Quantitative Analysis, Equities, Trading, Equity Derivatives, Bloomberg, Financial Modeling, Statistics, Portfolio Optimization, R, Optimization, Financial Analysis, Business Intelligence, Excel, Asset Allocation, Asset Management, Fixed Income, Portfolio Management, Quantitative Analytics, Quantitative Finance, Quantitative Investing, Equity Research, Financial Markets, Options, Investments, Risk Management, Statistical Modeling, Trading Strategies, Hedging, Risk Analysis, Data Mining, Finance
Education
University of Denver 1998 — 2000
Masters, Finance
Clemson University 1983 — 1988
BS, Chemical Engineering
University of Washington
Russell Investments June 2012 - Present
Russell Investments January 2011 - June 2012
Russell Investments January 2007 - January 2011
Russell Investments January 2003 - January 2007
Russell Investments May 1999 - January 2003
Skills
Equities, Fixed Income, Alternative Investments, Portfolio Management, Trading, Investment Strategies, Foreign Exchange, Investment Management
Education
Seattle University 2006 — 2010
Master of Science, Finance
Central Washington University 1991 — 1996
BS, Accounting & Business Administration (emphasis in Finance)
Gilbert Global Equity Partners 1997 - Present
CPM Roskamp Champion 2006 - 2012
True Temper Sports 2004 - 2009
Russell Investments 1995 - 1996
Hallmark Cards, Inc. 1992 - 1994
Goldman, Sachs & Co. 1990 - 1992
Skills
Mergers & Acquisitions, Investments, Corporate Development, Financial Services, Private Equity, Management Buyouts, LBO, Strategic Planning, Recapitalizations, Alternative Investments, Venture Capital, International M&A, Growth Capital
Education
Harvard Business School 1994 — 1996
MBA, Business Administration and Management, General
Claremont McKenna College 1986 — 1990
BA, Economics
Russell Investments April 2004 - Present
Print NW January 1992 - January 2002
Washington Media Services January 1992 - January 1994
Skills
Jewelry Design, Painting, Silversmithing, Soldering, Gemology, Gardening, Garden Design, Beading, Craft, Graphic Design
Education
Central Washington University 1981 — 1985
Bachelor of Arts (B.A.), Graphic Design
Missouri local Government Employees Retirement System April 2005 - Present
South Carolina Retirement Systems January 2004 - March 2005
Russell Investments November 2000 - January 2004
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Equities, Asset Managment, Investment Strategies, Investments, Portfolio Management, Fixed Income, Investment Management, Private Equity, Mutual Funds, Bloomberg, Equity Research, Capital Markets
Education
Butler University - College of Business Administration 1995 — 1997
MBA, Finance
Marian University 1986 — 1990
BS, Mathematics
Go Local! Tacoma September 2010 - Present
Washington Archives Management March 2010 - March 2012
Russell Investments March 2004 - March 2010
Verisign 1997 - 2004
Moss Adams LLP June 1995 - June 1997
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Managerial Finance, Accounts Payable, Database Administration, Internal Controls, Auditing, Budget Process, SQL, Sarbanes-Oxley
Education
Central Washington University 1988 — 1992
Bachelor of Science (BS), Accounting
Russell Investments April 2014 - Present
AGF Management Limited July 2011 - March 2014
AGF Management Limited 2011 - 2012
Skills
Mutual Funds, Asset Managment, Investment Advisory, Investments, Financial Services, Customer Service, Investment Strategies, Retirement Planning, Financial Planners, Strategic Financial..., Personal Financial..., Portfolio Management, Asset Management, Wealth, Equities, Asset Allocation, Life Insurance, Wealth Management, Financial Planning
Education
British Columbia Institute of Technology 2008 — 2011
Financial Management, Financial Planning and Services
Treinen Associates Inc. April 2015 - Present
Russell Investments September 2012 - April 2015
Russell Investments June 2010 - September 2012
Russell Investments March 2005 - May 2010
Destro Consulting August 2004 - August 2009
Sierra Systems Group Inc. August 1989 - September 2004
Health Care Systems Inc. (BCHSSS) July 1987 - August 1989
Skills
Project Management, ITIL, Management Consulting, Business Process, Strategy, Management, Business Process..., Strategic Planning, Software Development, Business Intelligence, Analysis, Product Management, SDLC, Project Planning, Business Analysis, Vendor Management, PMP, Data Warehousing
Education
Camosun College 1984 — 1987
Associate, Computing Science, Information Technology
Russell Investments July 2013 - Present
Russell Investments June 2012 - July 2013
Central Washington University September 2008 - June 2012
Bishop, White, Marshall & Weibel, P. S. June 2010 - December 2011
Russell Investments June 2011 - September 2011
Skills
Spreadsheets, PeopleSoft, Outlook, Microsoft Excel, Dreamweaver, Microsoft Word, PowerPoint, Coda, Advantage, Cognos, Analysis, Variance Analysis, Investments, Customer Service
Education
Central Washington University 2008 — 2012
Bachelor of Science, Accounting
Fife High School 2005 — 2008
UBS Wealth Management May 2015 - Present
Deutsche Bank January 2013 - December 2014
Russell Investments June 2011 - August 2012
UBS Wealth Management 2008 - June 2011
UBS Wealth Management 2007 - 2008
UBS Wealth Management 2004 - 2007
UBS 2002 - 2004
Paine Webber 1999 - 2002
PaineWebber 1997 - 1999
The Chase Manhattan Bank 1996 - 1997
Skills
Asset Managment, Wealth Management, Sales Management, ETFs, Private Banking, Alternative Investments, International Sales, Fixed Income, CIMA Level III Candidate, Wealth, Investment Advisory, Equities, Mutual Funds, Hedge Funds, Series 7, Wealth Management..., Asset Management, Financial Advisory, Derivatives, Structured Products, Securities, Bonds, Investments, Portfolio Management, Finance, Business Development
Education
Bucknell University 1990 — 1994
BSBA, Business Management
Bronxville High School 1986 — 1990
Manulife Financial December 2013 - Present
Russell Investments October 2012 - November 2013
National Bank of Canada March 2008 - September 2012
National Bank Securities Advisory Service May 2006 - March 2008
Desjardins February 2002 - October 2005
Skills
Mutual Funds, Investments, Wealth Management, Banking, Retail Banking, Investment Strategies, Securities, Equities, Derivatives, Fixed Income, Strategic Financial..., Financial Analysis, Financial Markets, Sales Management, Building Relationships
Education
2002 — 2005
B.Comm, Finance
1998 — 2001
DEC, Business Administration
Collège Bourget, Rigaud 1993 — 1998
J.P. Morgan September 2012 - Present
JPMorgan Chase January 2011 - September 2012
Russell Investments November 2009 - January 2011
Misys plc July 2008 - November 2009
Bear, Stearns & Co. Inc. February 1997 - July 2008
Prudential Insurance August 1995 - January 1997
Skills
Business Development, Offshoring, Securities, Mergers, Strategy, Equities, Investment Banking, Asset Managment, Due Diligence, Valuation, Financial Modeling, Mortgage Banking, Mortgage Servicing, Operational Turnaround
Education
Brown University 1991 — 1995
AB
Russell Investments September 2013 - Present
DS-IQ February 2013 - September 2013
Onlineshoes.com March 2010 - January 2013
Washington Mutual August 2006 - October 2009
WaMu September 2002 - July 2006
Microsoft September 2001 - August 2002
United Backcare July 1996 - September 2001
Skills
Forecasting, Segmentation, Predictive Analytics, Mergers, Auditing, Return on Investment, Key Performance..., Qualifying Prospects, Analytics, Vendor Management, Database Marketing, Business Intelligence, Marketing, Databases, CRM, Analysis, Direct Marketing, Data Analysis, Process Improvement, Business Analysis, Access
Education
California State University-Chico 1990 — 1995
Bachelor, Production and Operation Management
Tacoma Public Schools June 2015 - Present
Bethel School District September 2012 - June 2015
Russell Investments April 2007 - April 2012
Russell Investments May 2005 - May 2007
Russell Investments January 2002 - May 2005
Russell Investments January 2000 - December 2001
Russell Investments November 1995 - December 1999
Russell Investments January 1993 - November 1995
Skills
Product Management, Release Management, Business Analysis, Application Support..., Incident Management, Change Control, System Administration, Process Improvement, Requirements Gathering, Business/IT Liaison, Customer Service, Issue Resolution, DR/BC Planning, System Governance, Software Quality..., System Monitoring, Vendor Management, Application..., Application Integration, Platform Governance, Access Control, Infrastructure Planning, Data Delivery, Infrastructure, SQL, Databases, EAI, Outsourcing
Education
Central Washington University 1990 — 1992
Bachelor of Science (BS), Computer Science, Cum Laude
Egencia - An Expedia, Inc. Company February 2013 - June 2015
Expedia February 2012 - February 2013
Expedia Inc April 2010 - March 2012
University of Puget Sound September 2009 - April 2010
Russell Investments October 2009 - January 2010
University of Puget Sound September 2006 - May 2009
Russell Investments June 2008 - April 2009
Skills
Applicant Tracking..., Vendor Management, Background Checks, Technical Training, Employee Relations, Strategic HR, Internal Customers, Recruiting, Program Management, Human Resources, Onboarding, Employee Benefits
Education
University of Washington, Michael G. Foster School of Business 2011 — 2012
Certificate Program in Human Resources Management
Univerzita Karlova v Praze
Economics, Sociology
University of Puget Sound
B.A., Business Leadership
Russell Investments March 2011 - Present
Oconomowoc Residential Programs March 2009 - March 2011
Skills
Analysis, Project Management, Time Management, Process Improvement, Management, Customer Service, Microsoft Word, SharePoint, Lotus Notes, Salesforce.com, Policy, Strategic Planning, Program Management, Research, Employee Relations, Administrative...
Education
Cardinal Stritch University
Bachelor of Applied Science (B.A.Sc.), Business Management, 3.6 Cum Laude
Russell Investments 2010 - Present
Russell Investments 2009 - 2010
AXA Distributors 2006 - 2009
AXA Distributors 2004 - 2006
Merrill Lynch 2003 - 2004
Education
Clemson University 1998 — 2002
Business Management, Finance
Russell Investments March 2015 - Present
Aston Hill Financial Inc. June 2013 - March 2014
Sprott Asset Management February 2012 - May 2013
Dynamic Funds October 2008 - February 2012
Dynamic Funds July 2006 - October 2008
Acuity Funds May 2005 - July 2006
AIM Trimark Investments 2003 - May 2005
Skills
Wealth Management, Mutual Funds, Estate Planning, Alternative Investments, Retirement, Asset Managment, Financial Planners, Wealth, Investment Strategies, Relationship Management, ETFs, Investment Advisory, Hedge Funds, Fixed Annuities, Retirement Planning, Asset Allocation, Portfolio Management, Investments, Strategic Financial..., Asset Management, Securities, Financial Advisory, Disability Insurance, Investment Management, High Net Worth..., Equities, Fixed Income, Financial Services
Education
British Columbia Institute of Technology / BCIT
Corporate Finance, Finance and Financial Management Services
Canadian Securities Institute
Canadian Securities Certificate
GlobeOne June 2014 - Present
Guggenheim Partners Investment Management June 2012 - May 2014
OneWest Bank March 2011 - May 2012
Oaktree Capital Management October 2009 - March 2011
Russell Investments October 1999 - April 2009
Safeco Life and Investments June 1995 - October 1999
Murphey Favre, Inc. 1991 - 1994
GNA Securities 1989 - 1991
Skills
Financial Services, Banking, Corporate Governance, Wealth Management, KYC, UDAAP, Insurance, Securities, Mutual Funds, Investments, FINRA, Series 7, Investment Advisory, Brokers, Series 24, Due Diligence, Compliance, Registered Investment..., Alternative Investments, Retail Brokerage, Annuities, Management
Education
Central Washington University
Bachelor of Arts, Cum Laude, Business Communication; German
Edmonds Community College
Associate of Arts, Summa Cum Laude, Legal Studies
FINRA Institute: University of Pennsylvania - The Wharton School
Certified Regulatory Compliance Professional, FINRA Compliance
Epoch Investment Partners, Inc. May 2014 - Present
Russell Investments July 2013 - May 2014
Russell Investments August 2011 - July 2013
MSCI Inc. July 2010 - August 2011
MSCI, Inc July 2008 - July 2010
W.P. Stewart &Co., (Europe), Ltd. September 2006 - December 2006
HTG Consultants, LLC July 2003 - August 2006
Skills
Equities, Asset Management, Investment Management, Indexing, ETFs, Structured Products, Portfolio Management, Product Management, Product Development, Product Marketing, Bloomberg, Factset, Barra Aegis, Morningstar Direct, RIMES, Investments, Forecasting, Asset Allocation, Financial Analysis, Analysis, Valuation, CRM, Index Funds, Indexation, Relationship Management, Manage Client..., Client Service Oriented, Client Facing Skills, Fixed Income
Education
Colgate University 2004 — 2008
BA, Economics and Mathematics
University of Wollongong 2007 — 2007
Russell Investments 2011 - 2015
Invesco Global Quantitative Equity 2008 - 2010
RCM Capital Management 2004 - 2008
Banc of America Capital Management 2000 - 2004
Monsanto 1995 - 2000
Skills
Portfolio Management, Asset Allocation, Asset Management, Alternative Investments, Mutual Funds, Investments, Equities, Hedge Funds, Investment Management, Investment Strategies, Wealth Management, Series 7, Fixed Income, Securities, Capital Markets, Asset Managment, Investment Advisory, ETFs, Series 63
Education
Capital University - School of Management
MBA
Cleveland State University - Cleveland-Marshall College of Law
JD, Law
The Ohio State University Fisher College of Business
BSBA, Business/Finance
Russell Investments May 2013 - Present
Russell Investments September 2010 - April 2013
OppenheimerFunds January 2008 - August 2010
Skills
Series 7, Mutual Funds, Asset Allocation, Investments, Wealth Management, ETFs, Series 63, Investment Strategies, Alternative Investments, Investment Advisory, Separately Managed...
Education
Calvin College 2003 — 2007
BA, Economics
Russell Investments March 2015 - Present
Russell Investments December 2011 - March 2015
CGI March 2011 - December 2011
Safeway August 1997 - September 2011
Safeway February 2007 - February 2008
Skills
Customer Satisfaction, Computer Hardware, Cabling, Dell PowerEdge Servers, Active Directory, Troubleshooting, Computer Operations, Employee Management, Software Installation, Servers, Hardware, SCCM, Software Documentation, System Deployment, Technical Support, Customer Service, Windows 7, Vendor Management, Operating Systems, ITIL, Microsoft Office
Education
Clover Park Technical College 2008 — 2010
Associate of Applied Technology, CNISS
Clover Park Technical College 2008 — 2010
Associate's degree, Information Technology
Barrow, Hanley, Mewhinney & Strauss March 2015 - Present
Russell Investments December 2013 - February 2015
Russell Investments November 2011 - November 2013
Russell Investments January 2004 - November 2013
Russell Investments January 2001 - January 2004
Russell Investments July 1997 - January 2001
Ernst & Young LLP January 1995 - July 1997
The Church of Jesus Christ of Latter-Day Saints January 1988 - January 1990
Education
Brigham Young University
Masters of Accountancy
Brigham Young University
Bachelors of Accountancy
Brocade December 2014 - Present
Brocade February 2008 - December 2014
Brocade Communications June 2007 - February 2008
Brocade Communications April 2006 - June 2007
Russell Investments October 2005 - January 2006
Skills
College Recruiting, Talent Management, Human Resources, Onboarding, Employee Relations, Talent Acquisition, Deferred Compensation, HRIS, Applicant Tracking..., Recruiting, Internet Recruiting, Strategy, Workforce Planning, Management, Mergers & Acquisitions, Coaching, Employee Benefits, Technical Recruiting, Employee Engagement, SDLC
Education
Chapman University
Masters of Science, Human Resources Management
University of Washington
Bachelor of Arts, Mass Communications
Russell Investments December 2012 - Present
CGI June 2010 - December 2011
Siemens IT Services and Solutions October 2005 - May 2010
Hilgart Data Systems September 2003 - June 2005
Western Washington University September 2000 - June 2003
Centralia Community College January 1999 - June 2000
Skills
Bitlocker Data..., Systems Center..., Active Directory..., RSA SecureID..., Windows XP, Windows Vista, Windows 7, Microsoft Office 2003, Microsoft Office 2007, Microsoft Office 365, Dell Hardware..., HP Hardware Maintenance, Toshiba Hardware..., Windows Server 2008 R2, Windows Server 2012, Windows Server 2012 R2, Experienced Trainer, Technical Documentation, Linux Firewalls, SQL Server Management..., PowerShell
Education
Western Washington University 2000 — 2003
Bachelor’s Degree, Chemistry, 3.25 GPA
Centralia College 1998 — 2000
Associate’s Degree, General Science, 3.54 GPA
Express Employment Professionals, Longview, Wa July 2014 - Present
Russell Investments 2007 - 2011
Education
City University of Seattle 2008 — 2010
Master of Business Administration (M.B.A.), Sustainable Business, 3.88 GPA
Fidelity Business Consulting August 2015 - Present
Carnegie Mellon Tepper School of Business 2013 - 2015
Carnegie Mellon Tepper School of Business 2013 - 2015
Carnegie Mellon Tepper School of Business 2013 - 2015
Carnegie Mellon Tepper School of Business 2013 - 2015
Fidelity Investments June 2014 - August 2014
Russell Indexes at Russell Investments September 2011 - June 2013
Russell Investments August 2009 - August 2011
Northwestern Mutual Capital June 2007 - August 2009
Artisan Partners May 2006 - August 2006
Skills
Financial Modeling, Corporate Development, Investment Management, Corporate Strategy..., Project Management, Executive-level..., Private Equity, Private Placements, Credit Analysis, Establishing Strategic..., Building Relationships, Cross-functional Team..., Fixed Income, Equities, Financial Services, Analysis, Management Consulting, Strategic Partnerships, Executive Management, Business Strategy, Hedge Funds, Valuation, Asset Management, Bloomberg, Wealth Management, Investment Strategies
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Strategy, Finance, Economics
Marquette University 2003 — 2007
B.S., Finance
Lakeland Union 1999 — 2003
Nordstrom July 2015 - Present
Nordstrom March 2013 - July 2015
Nordstrom May 2012 - March 2013
Nordstrom August 2011 - April 2012
Nordstrom August 2010 - August 2011
Rainier Investment Management May 2009 - December 2009
Thomson Reuters September 2007 - August 2008
Russell Investments July 2006 - August 2007
Russell Investments May 2004 - June 2006
Bear Stearns May 1998 - June 2000
Skills
Business Analysis, Cross-functional Team..., Product Management, Process Improvement, Project Management, Analysis, Management, Vendor Management, Product Development, Strategic Planning
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2002
MBA, Entrepreneurship
Colby College 1992 — 1996
BA, Economics
Russell Investments October 2009 - Present
Russell Investment Group January 2006 - October 2009
IdentityMine September 2004 - December 2005
Aditi Technologies March 2004 - September 2004
Aventail October 1999 - January 2004
Corporate Express March 1997 - October 1999
Washington Army National Guard December 1991 - December 1997
Skills
Testing, Agile Methodologies, Windows Server, Laboratory, SQL Server Management..., Unix, Microsoft SQL Server, .NET, Data Warehousing, Linux, Quality Assurance, Software Quality...
Education
City University of Seattle 2007 — 2009
Bachelor, Computer Systems - Database Managment
Fiduciary Counselling, Inc. December 2010 - Present
Threshold Group February 2008 - December 2010
Laird Norton Tyee June 2001 - January 2008
Frank Russell Company June 1996 - June 2001
Russell Investments 1996 - 2001
Skills
Asset Allocation, Portfolio Management, Wealth Management, Strategic Financial..., Investments, Estate Planning, Asset Managment, Retirement Planning, Financial Analysis, Financial Modeling, Equities, Investment Management, Mutual Funds, Risk Management, Financial Goals, Investment Strategies, Fixed Income, Asset Management, Finance, Financial Planning
Education
Central Washington University 1990 — 1993
Bachelor of Science (B.S.), Finance
eVestment January 2006 - Present
Russell Investments 1999 - 2006
Russell Investment Group 1997 - 1999
Skills
Asset Management, Alternative Investments, Equities, Hedge Funds, Portfolio Management, Mutual Funds, Investments, Asset Allocation, Fixed Income, Investment Management
Education
Central Washington University 1989 — 1993
BA, Finance and Economics
Mercer island
Russell Investments June 2012 - Present
Russell Investment Group April 2011 - March 2012
Russell Investments June 2007 - March 2011
Tacoma Power June 1998 - May 2007
Tacoma Power June 1992 - June 1998
Skills
Process Improvement, Business Process..., Cross-functional Team..., Vendor Management, Project Management, Team Leadership, Contract Negotiation, Data Management, Cost Savings
Education
City University of Seattle 2002 — 2004
MBA, Personal Financial Planning
Central Washington University 1987 — 1991
Bachelor's Degree, Business Administration, Marketing Management
Fairview Partners January 2015 - Present
Russell Investments August 2010 - January 2015
John Hancock June 2004 - May 2009
Chapman University August 2001 - June 2004
Skills
Mutual Funds, Investments, Sales, Series 7, Microsoft Office, Finance, Customer Service, Microsoft Excel, Series 63, Fixed Annuities
Education
Seattle University 2010 — 2013
MBA, Business Valuation
Chapman University 2000 — 2004
Bachelor of Science (BS), Business Administration
Barclays May 2011 - Present
ABG Sundal Collier May 2005 - August 2010
HSBC 2004 - 2005
Russell Investments May 2003 - August 2004
JPMorgan Chase May 1999 - September 2002
Skills
Valuation, Fixed Income, Corporate Finance, Emerging Markets, Series 7, Series 63, Equity Valuation, Financial Analysis, Financial Markets, Securities
Education
City University of New York-Brooklyn College
Russell Investment Group February 1998 - Present
Russell Investments 1998 - Present
Skills
Supply Management, Contract Negotiation, Vendor Management, Cross-functional Team..., Procurement, CRM, Global Sourcing, Program Management, Mutual Funds, Strategic Sourcing, Strategy, Asset Managment, Process Improvement, Financial Modeling, Business Process..., Alternative Investments, Financial Analysis, Sourcing, Outsourcing, Change Management, Forecasting, Investment Management, Investment Strategies, Asset Allocation, Asset Management
Education
Clover Park Technical College 1984 — 1985
Licentiate degree, Offset Reprographics
University of Washington
Bradley, Foster & Sargent, Inc. June 2003 - Present
Bradley, Foster & Sargent, Inc. June 2003 - Present
reSET 2010 - March 2013
Holy Family Passionist Monastery & Retreat Center 1995 - 2013
Peer to Peer 2009 - 2010
Russell Investments 2000 - 2002
Nicholas Applegate 1998 - 2000
CIGNA 1996 - 1998
Skills
Wealth Management, Financial Planning, Marketing Strategy, Sales Management, Business Development, Investment Management, Certified Financial..., MBA, Strategic Financial..., Alternative Investments, Investments, Investment Advisory, Marketing, Strategy, Strategic Planning, Finance, Asset Management, Due Diligence, Small Business, Asset Allocation, Mutual Funds, New Business Development, Management, Portfolio Management, Equities, Executive Management, Financial Analysis, Valuation, Mergers & Acquisitions, Series 7
Education
California Lutheran University 2009 — 2011
MBA, Finance
Rochester Institute of Technology 1979 — 1982
B.S.
College of the Holy Cross 1977 — 1979
Kingswood-Oxford 1974 — 1976
St. Thomas Academy 1972 — 1974
St. Thomas Academy
etiVenture April 2011 - Present
Russell Investments April 2010 - April 2011
JP Morgan Chase (fka Washington Mutual Bank) January 2000 - June 2009
Skills
Tax, Financial Reporting, General Ledger, Auditing, Analysis, Corporate Tax, Sarbanes-Oxley Act, Tax Accounting
Education
Central Washington University 1995 — 1999
B.S., Accounting
Central Washington University 1995 — 1999
B.S., Finance
Tableau Software September 2015 - Present
Russell Investments March 2015 - August 2015
Clearwire/Sprint October 2012 - January 2014
Clearwire June 2007 - October 2012
Clearwire June 2006 - June 2007
Sundance Resort July 2003 - June 2006
Spine Orthopedic & Sport Physical Therapy June 2000 - June 2003
Skills
Outlook, Customer Service, Employee Relations, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Social Media, Leadership, Account Management, Human Resources, Payroll, Customer Satisfaction, Team Building, Performance Management, Training, Employee Benefits, New Hire Orientations, Onboarding, Management, HRIS, Telecommunications, Vendor Management
Education
Utah College of Massage Therapy 2004 — 2005
Certificate, Massage Therapy
Brigham Young University 1998 — 2003
BS, Physical Education: Emphasis in Exercise Science
Russell Investments Senior Fund Complex ManagerRussell Investment Group1995 - Present
Education
Central Washington University 1985 — 1989
Russell Investments October 2014 - Present
Principal Funds February 2004 - October 2014
Principal Financial Group February 2004 - October 2014
Principal Financial Group - Edge Asset Management, Inc. 2004 - March 2009
Edmonds Community College 2005 - 2007
WM Group of Funds 2004 - December 2006
WM Funds Distributor, Inc. 2004 - 2006
Symetra Financial 1997 - 2004
Skills
Fluent Spanish, Mutual Funds, Marketing, Securities, Series 63, Series 6, Advertising, 401k, Series 7, Investment Advisory, Risk Management
Education
Edmonds Community College 2003 — 2004
Advanced Paralegal, Estate Planning/Probate
Brigham Young University 1990 — 1995
Bachelor of Arts (BA), History/Economic Geography
Russell Trust Company January 2010 - Present
Russell Investments 2008 - Present
Russell Investments January 2009 - Present
Russell Investments 2004 - 2008
Russell/Mellon Analytical Services LLC 2000 - 2004
Skills
Strategy, Vendor Management, Leadership, Program Management, Management, Investments, Outsourcing, Mutual Funds, Risk Management, Financial Services, Investment Management, Customer Service, Analysis, Asset Managment, Equities, Business Analysis, Asset Management, Alternative Investments, Diversity & Inclusion
Education
Western Washington University
BA - Business Administration, Business, Marketing
City University of Seattle
MBA, Business
Microsoft via Piraeus Data June 2011 - Present
HySecurity May 2010 - June 2011
Microsoft Corporation May 2009 - July 2010
Congruent Software April 2008 - April 2009
Russell Investments 2008 - 2008
vForms Software September 2005 - October 2007
Clover Park Technical College January 2001 - January 2002
Skills
Networking, Microsoft SQL Server, C#, SSRS, Network Security, SharePoint, Network Administration, Project Management
Education
University of Washington 2002 — 2006
Software Enginnering
Clover Park Technical College
Russell Investments September 2012 - Present
Skills
Equities, Investments, Alternative Investments, Investment Management, Financial Analysis, Asset Management, Portfolio Management, Microsoft Excel, Business Analysis
Education
Central Washington University 1995 — 1999
Transaction Network Services February 2012 - Present
Department of Revenue October 2009 - February 2012
Scott Alan Homes 2003 - October 2009
Russell Investments 1997 - 2003
Department of Natural Resources 1994 - 1997
Attorney General's Office 1992 - 1994
Skills
Unix, Integration, Networking, Troubleshooting, Technical Support, VMware, Windows, Cisco IOS, SCCM, Load Balancing, Linux, RHEL, Servers, Data Center, Disaster Recovery, IT Management, IIS, Security, Operating Systems, Enterprise Architecture, Hardware, ITIL
Education
Central Washington University 1988 — 1992
BS, Information Systems
South Puget Sound Community College
Windows 2008, Security, Network Administration
Russell Investments April 2012 - Present
Russell Investments July 2007 - April 2012
Russell Investments September 2005 - July 2007
U.S. Bancorp January 2005 - September 2005
American Express Financial Advisors June 2003 - January 2005
Skills
Mutual Funds, Asset Allocation, Series 7, Alternative Investments
Education
Carroll College 1999 — 2003
B.S. Business Administration, Finance
Russell Investments August 2012 - Present
Russell Investments October 2010 - August 2012
JPMorgan Chase (Washington Mutual) September 2008 - January 2010
Washington Mutual January 2007 - September 2008
Microsoft July 2003 - October 2006
Skills
C#, SQL, SQL Server, C, C++, jQuery, Salesforce Apex, Web Applications, Software Development, PHP, MySQL, Vim, Tortoise SVN, Database Design, Database Development, Relational Databases, T-SQL, HTML, XML, ASP.NET, Web Services, Microsoft SQL Server, SDLC, Databases
Education
University of Washington 2012 — 2015
Masters of Science (Currently Enrolled), Computer Science
California Institute of Technology 1998 — 2003
Bachelor of Science (BS), Engineering and Applied Science with a Concentration in Computer Science
SFHS
Russell Investments June 2011 - Present
T-Mobile December 2008 - October 2011
Washington Mutual August 2007 - December 2008
First Mutual Bank August 2002 - August 2007
Wells Fargo April 1994 - July 2002
Skills
Contract Negotiation, Negotiation, Contract Management, Procurement, Outsourcing, Cross-functional Team..., Vendor Management, Process Improvement, Banking, Management, Leadership, Strategy, Business Process..., Strategic Sourcing, Project Management, Relationship Management, Risk Management, Business Development, Sourcing, Program Management, Team Leadership, Team Building, Financial Services, Change Management, Consulting, Analysis, Business Analysis
Education
Seattle University 2003 — 2006
Juris Doctorate, Law
Seattle University 1998 — 2001
M.B.A., Business
California State University-San Bernardino 1992 — 1996
Bachelor, Business
Russell Investments March 2010 - Present
WaMu May 1999 - November 2009
Sempra Energy August 1997 - May 1999
Southern California Savings December 1989 - February 1996
Metmor Financial & Prior January 1985 - December 1989
Skills
Analysis, Business Analysis, Forecasting, Leadership, Management, Process Improvement, Strategy
Education
West Coast University 1987 — 1989
MBA
California State University-Northridge 1981 — 1985
BS
Russell Investments January 2010 - Present
Russell Investments 2009 - Present
SunTrust Bank 2009 - January 2010
Washington Mutual February 2007 - January 2009
WaMu Investments 2004 - 2007
WM Group of Funds September 1997 - November 2005
Education
California State University-Fresno 1986 — 1987
BA, History, Business
AT&T Mobility 2011 - Present
T-Mobile 2005 - 2009
Russell Investments 2000 - 2003
Skills
Software Project..., SDLC, Vendor Management, PMP, Program Management
Education
University of the Rockies 2011 — 2014
PsyD - Executive Coaching, Dissertation in Progress
Seattle University 1990 — 1992
Bachelors, Computer Science
City University of Seattle
MBA, Telecommunications Management
KOAM Engineering Services August 2011 - Present
Russell Investments 2010 - August 2011
Russell Investments 2007 - 2010
Russell Investments 2005 - 2007
Russell Investments 2004 - 2005
UW Tacoma 2003 - 2005
Russell Investments December 2002 - 2004
Skills
Fixed Income, Investments, Team Leadership, Equities, Bloomberg
Education
University of Washington 2005 — 2007
MBA, Business
Central Washington University 1998 — 2000
B.S., Economics
Stella-Jones Corporation - McFarland Cascade Holdings, Inc. September 2013 - Present
Michael G. Tacher, CPA 1984 - Present
Russell Investments April 2009 - September 2013
KeyBank 2005 - December 2008
Boeing May 1987 - 2004
Bank of America September 1984 - May 1987
Skills
Corporate Tax, Tax, Income Tax, CPA, Accounting, Payroll, Tax Accounting, Financial Services, Analysis, Forecasting, Tax Research, Indirect Taxation, Financial Planners, GAAP, Payroll Taxes, Internal Audit, Tax Preparation, Sarbanes-Oxley Act, Financial Planning
Education
Brigham Young University
BS, Marriott School of Management, Major Accounting, Minors; Finance, Economics, Computer Science
Golden Gate University
Taxation (6 of 10 courses) toward Masters of Tax through Seattle Extention
Prudential Real Estate Investors (PREI) February 2011 - July 2014
McSkimming Advisors April 2009 - January 2011
Russell Investments November 1999 - April 2009
Institutional Property Consultants Inc. November 1987 - October 1999
McMillin Companies, Laventhol & Horwath and Arthur Andersen January 1981 - October 1987
Education
California State University-Northridge
Bachelor of Science, Business Administration, Accounting
San Diego State University-California State University
Masters Business Administration, Real Estate Finance
Russell Investments May 2005 - Present
Russell Investments May 1998 - May 2005
Russell Investments May 1994 - May 1998
Education
City University of Seattle 2006 — 2009
Business Administration, Finance
Russell Investments September 2011 - Present
Russell Investments April 2009 - August 2011
Russell Investments October 2006 - April 2009
Russell Investments February 2001 - September 2006
JPMorgan Chase September 2000 - January 2001
Capital Group January 1993 - August 2000
Skills
Alternative Investments, Analytics, Asset Allocation, Competitive Analysis, Investment Management, Investments, Portfolio Management, Product Management, SEM, Asset Management, Financial Analysis, Fixed Income, Fund Of Funds, Hedge Funds, Investment Strategies, Management, Risk Management
Education
California State University-Dominguez Hills 1991 — 1993
Master of Business Administration (M.B.A.)
Kenyatta University 1986 — 1989
Bachelor of Education (B.Ed.)
Bader Martin, P.S. November 2012 - Present
Russell Investments November 2010 - October 2012
Ernst & Young April 2010 - November 2010
Moss Adams LLP September 2007 - April 2010
Hascal, Sjoholm and Co, PLLC September 2005 - September 2007
Skills
Tax, Tax Research, Corporate Tax, Income Tax, Accounting, Tax Compliance, Financial Analysis, Excel, Financial Reporting, GAAP, Financial Planners, State Tax, Tax Accounting, CPA, S Corporations, Tax Returns
Education
Golden Gate University 2014 — 2018
Master of Science (M.S.), Taxation
Central Washington University 2001 — 2005
BS, Accounting
Russell Investments April 2011 - Present
William O'Neil + Co. Inc. November 2009 - May 2011
Capital Group October 2005 - June 2009
First Quadrant 1994 - 2005
Skills
Investments, Bloomberg, Business Process, Analysis, Trading, Portfolio Management, Derivatives, Software Development, Leadership, Financial Services, Equities, SDLC, Business Analysis, Fixed Income
Education
Caltech 1990 — 1994
B.S., Engineering and Applied Sciences - Mechanical Engineering
Kohala Capital Partners October 2011 - Present
Becker Capital Management April 1994 - August 2011
Russell Investments July 1991 - March 1994
Lehman Brothers 1987 - 1991
Skills
Asset Management, Portfolio Management, Financial Modeling, Valuation, Equities, Investment Strategies, Series 7, Manager Selection, Asset Allocation, Bloomberg, Capital Markets, Bonds, Hedge Funds, Derivatives, Investment Banking, Alternative Investments, Relative Value, Global Macro, Private Equity, Investments, Fixed Income, Equity Research, Tactical Asset...
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
MBA, Finance
Universitaet Bern 1980 — 1985
Lic. Rer. Pol., Economics, Magna cum laude
Microsoft November 2012 - Present
BECU March 2012 - June 2012
Intermec Technologies July 2011 - February 2012
Russell Investments May 2006 - July 2011
Skills
Project Management, Software Project..., Project Planning, MS Project, Strategic Financial..., Financial Modeling, Portfolio Management, Fixed Income, Financial Analysis, Bloomberg, Investments, Risk Management, Valuation, Treasury Management, Investment Management, Investment Strategies, Asset Allocation, Mutual Funds, Hedging, Business Analysis, Management, Equities, Alternative Investments, Product Management, Asset Management, Budgets, Finance, Cross-functional Team..., Analytics, Strategy, Financial Risk, Hedge Funds
Education
Brigham Young University 1981 — 1984
BS, Finance
BYU
Bachelor's degree, Business Administration / Finance
FTI Consulting Strategic Communications November 2013 - Present
The Blackstone Group January 2011 - January 2013
Haymarket Media Group 2013 - 2013
Essence Magazine April 2009 - July 2010
Russell Investments 2006 - 2009
Education
Clark Atlanta University 1998 — 2002
B.A., Communications
Russell Investments August 2008 - Present
McGladrey & Pullen October 2002 - August 2008
Education
Chaminade University of Honolulu
BA, Accounting
Russell Investments December 2012 - Present
Babcock & Brown 2001 - April 2010
Skills
Valuation, Time Management, Corporate Finance, Private Equity, Investment Banking, Asset Management, Capital Markets, Mergers, Equities, Finance, Financial Structuring, Office Management
Education
City University of New York
Global Translation and Localization Company June 2013 - Present
Fluent City September 2012 - Present
Alumni Association of Hunter College January 2012 - Present
Darya Chernina June 2003 - Present
iMentor September 2009 - August 2013
aLanguageBank August 2012 - June 2013
Legal Interpreting Services March 2010 - August 2012
Barclays Capital December 2007 - July 2009
Thomson Reuters August 2006 - December 2007
Russell Investments January 2004 - July 2006
Skills
Foreign Languages, Translation, Research, Market Research, Multilingual, Localization, Conferences, Compliance, English, Website Localization, InDesign, Language Teaching, Project Management, MemoQ, Language Services, Technical Translation, Spanish, Linguistics, Interpreting, Intercultural..., Russian, Microsoft Office, Italian, Analysis, Manuals, International Relations, Business Strategy, Business Analysis, New Business Development, Negotiation, French
Education
New York University 2009 — 2010
Certificate, International Business and Finance
Walden University 2007 — 2009
MBA, Finance
City University of New York-Hunter College 1999 — 2003
BA, Romance Languages and Literatures
Russell Investments August 2005 - Present
Indiana Trust Company June 1999 - August 2005
Skills
Financial, Consulting,..., Alternative Investments, Asset Allocation, Asset Management, Business Strategy, Customer Service, Investment Advisory, Investments, Leadership, Management, Mutual Funds, Portfolio Management, Retirement Planning, Series 7, Wealth Management, Financial Advisory, Sales
Education
Brigham Young University 1988 — 1995
BA, Chinese
Moss Adams LLP August 2014 - Present
Appian Resources July 2012 - August 2014
Russell Investments July 2006 - April 2012
Russell/Mellon Analytical Services October 1998 - June 2006
Skills
HRIS, Talent Management, Deferred Compensation, Talent Acquisition, Human Resources, Workforce Planning, Vendor Management, Performance Management, Employee Engagement, Recruiting, Management, Onboarding, Organizational..., New Hire Orientations, Change Management, Outsourcing, Personnel Management, Succession Planning, Employee Benefits, HR Consulting, Employee Relations, HR Policies, Organizational Design, PeopleSoft, Applicant Tracking..., Career Development
Education
CSU Sacramento
Psychology
Russell Investments 2014 - Present
ING Direct- ShareBuilder April 2010 - April 2014
Newcastle Golf Course June 2006 - September 2010
Issaquah High School January 2000 - September 2010
Issaquah High School March 2004 - June 2010
All-Wall June 2005 - August 2006
Skills
Series 7, Series 66
Education
Central Washington University 2005 — 2009
Bachelor, Finance
Central Washington University 2005 — 2009
Bachelor of Science, Business Administration; Finance
True Blue Inc. February 2011 - Present
Russell Investments May 2006 - February 2011
LTD “POLITEHNIKA” (Riga,Latvia) January 2003 - November 2004
Skills
Business Strategy, Business Process..., Financial Reporting, Data Analysis, Microsoft SQL Server, SharePoint, Database Queries, Vendor, RFP, Reconciliation, Accounting, Budgeting, Management reporting, Cognos, Gretl, Variance Analysis, Coaching, Mergers & Acquisitions, Analysis, Process Improvement, Vendor Management, Risk Management, Financial Analysis, Strategy
Education
University of Washington Milgard School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
City University of Seattle 2007 — 2010
BS, Financial Management
Russell Investments March 2015 - Present
Russell Investments January 2014 - March 2015
Russell Investments March 2012 - January 2014
Colliers-International July 2011 - March 2012
California State University, Chico May 2010 - May 2011
California State University, Chico May 2009 - May 2010
California State University, Chico September 2008 - May 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Non-profits, Research, Event Planning, Organization, Customer Service, Microsoft Word, Public Speaking, Community Outreach, Leadership
Education
California State University-Chico 2007 — 2011
B.A, Political Science
Columbia Bank March 2012 - Present
Russell Investments April 2007 - March 2012
Russell/Mellon Analytical Services December 2002 - September 2005
Russell/Mellon Analytical Services November 1996 - December 2002
United States Air Force January 1985 - December 1992
Skills
Cognos, Coda Financials, Excel, SQL, Financial Analysis, Access, Analysis, Financial Reporting, Accounting, Data Analysis, Finance, Account Reconciliation, Financial Accounting
Education
Eastern Washington University 1993 — 1995
Bachelor of Arts, Business Administration (Accounting & Finance majors)
California State University-Fresno 1981 — 1984
Bachelor of Arts, Geography
Russell Investments March 2011 - Present
Oconomowoc Residential Programs March 2009 - March 2011
American Appraisal Associates, Inc. December 1991 - December 2008
Education
Cardinal Stritch University 2006 — 2011
Bachelor of Science, Business Management
Russell Investments July 2009 - Present
Russell Investments January 2004 - Present
Russell Investments January 1997 - Present
Russell Investments March 1986 - Present
Skills
Design and..., Managed central and..., Design and...
Education
Western Washington University 1985 — 1988
Bachelor of Arts (BA), Accounting and Finance
Casper College 1981 — 1983
Associate of Arts (AA), Accounting
Russell Investments April 2011 - Present
LifeWay Church April 2006 - April 2011
Starbucks April 2002 - April 2006
Education
Central Washington University 2010 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
United States Postal Service April 2013 - Present
American Family Insurance February 2010 - April 2013
CEM Paving Products January 2009 - February 2010
Russell Investments 1986 - 2008
Skills
Government, Training, Process Improvement, Microsoft Excel, Outlook, Team Building, Access, PowerPoint, Analysis
Education
Edmonds Community College 2013 — 2013
Medical Terminology
Lake Washington Technical College 2012 — 2012
Medical Insurance Specialist/Medical Biller
Clover Park Technical College 2009 — 2010
Accounting
Wilson High School 1982 — 1985