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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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
Leah Fuhlbrugge, CFA Leah Fuhlbrugge, CFA's Russell Investments Experience December 2014 - Present
Job Portfolio Analyst Multi Asset Solutions at Russell Investments
Industry Financial Services
Experience
Russell Investments December 2014 - Present
Russell Investments January 2014 - December 2014
Russell Investments November 2011 - January 2014
Renaissance Capital August 2008 - November 2011
Emil Norsic & Son June 2006 - August 2008
Skills
Equity Research, Equities, IPO, Financial Modeling, Bloomberg Terminal, Microsoft Excel, Alternative Investments, Financial Markets, ETFs, Mutual Funds, Investment Management, Asset Allocation, Investments, Portfolio Management, Capital Markets, Asset Management, Bloomberg, Fixed Income, Corporate Actions, Economics, Derivatives, Equity Valuation, Investment Strategies, Options, Valuation, Hedge Funds, Trading, Securities
Education
Columbia University in the City of New York
Master of Science (MS), Sustainability Management
Sacred Heart University 2004 — 2008
Bachelor of Science (B.S.), Mathematics & Finance, 3.8
Russell Investments December 2014 - Present
Russell Investments January 2014 - December 2014
Russell Investments November 2011 - January 2014
Renaissance Capital August 2008 - November 2011
Emil Norsic & Son June 2006 - August 2008
Skills
Equity Research, Equities, IPO, Financial Modeling, Bloomberg Terminal, Microsoft Excel, Alternative Investments, Financial Markets, ETFs, Mutual Funds, Investment Management, Asset Allocation, Investments, Portfolio Management, Capital Markets, Asset Management, Bloomberg, Fixed Income, Corporate Actions, Economics, Derivatives, Equity Valuation, Investment Strategies, Options, Valuation, Hedge Funds, Trading, Securities
Education
Columbia University in the City of New York
Master of Science (MS), Sustainability Management
Sacred Heart University 2004 — 2008
Bachelor of Science (B.S.), Mathematics & Finance, 3.8
Austin Dienst Austin Dienst's Russell Investments Experience April 2013 - Present
Job Senior Manager, Advisor Tools and Online Engagement at Russell Investments
Industry Financial Services
Experience
Russell Investments April 2013 - Present
Amazon April 2012 - April 2013
Amazon April 2011 - April 2012
Russell Investments August 2009 - April 2011
Russell Investments January 2007 - October 2010
Russell Investment Group January 2006 - January 2007
US News & World Report January 2005 - December 2005
U.S. News & World Report August 2003 - January 2005
U.S. News & World Report February 2003 - August 2003
Davidson College Library August 1999 - December 2002
Skills
SEO, Content Strategy, Web Analytics, Email Marketing, User Experience, Social Media, Blogging, Project Management, Social Networking, SEM, CMS, Social Media Marketing, CSS, JavaScript, Copywriting, Web Editing, Editorial, Advertising, E-commerce, Leadership, Management, Financial Services, Product Management, Web Development, Online Campaign..., Creative Problem Solving, Blog Management, Website Copy, HTML, Twitter, Facebook, YouTube, Multi-Asset Solutions, Outcomes That Matter, Helping Advisors, Diversification, Strategy, Google Analytics
Education
Davidson College 1999 — 2002
Bachelor of Arts (B.A.)
Lorenzo de' Medici International School 2001 — 2001
Study Abroad
Russell Investments April 2013 - Present
Amazon April 2012 - April 2013
Amazon April 2011 - April 2012
Russell Investments August 2009 - April 2011
Russell Investments January 2007 - October 2010
Russell Investment Group January 2006 - January 2007
US News & World Report January 2005 - December 2005
U.S. News & World Report August 2003 - January 2005
U.S. News & World Report February 2003 - August 2003
Davidson College Library August 1999 - December 2002
Skills
SEO, Content Strategy, Web Analytics, Email Marketing, User Experience, Social Media, Blogging, Project Management, Social Networking, SEM, CMS, Social Media Marketing, CSS, JavaScript, Copywriting, Web Editing, Editorial, Advertising, E-commerce, Leadership, Management, Financial Services, Product Management, Web Development, Online Campaign..., Creative Problem Solving, Blog Management, Website Copy, HTML, Twitter, Facebook, YouTube, Multi-Asset Solutions, Outcomes That Matter, Helping Advisors, Diversification, Strategy, Google Analytics
Education
Davidson College 1999 — 2002
Bachelor of Arts (B.A.)
Lorenzo de' Medici International School 2001 — 2001
Study Abroad
Oscar Alvarado Oscar Alvarado's Russell Investments Experience February 2014 - July 2014
Job IT Helpdesk Technician at Starbucks
Industry Investment Management
Experience
Starbucks August 2014 - Present
Russell Investments February 2014 - July 2014
Boost Mobile February 2013 - September 2013
Skills
Microsoft Office, Computer Hardware, IT Hardware Support, Mobile Devices, Mobile Device Management, Customer Service, Inventory Management, RSA SecurID, Active Directory..., Management Skills, Collaborative Problem..., Work Ethic, Spanish
Education
Year Up Puget Sound 2013 — 2014
Introduction to Information Technology Support, Information Technology
Edmonds Community College 2012 — 2013
Marketing/Marketing Management, General
Starbucks August 2014 - Present
Russell Investments February 2014 - July 2014
Boost Mobile February 2013 - September 2013
Skills
Microsoft Office, Computer Hardware, IT Hardware Support, Mobile Devices, Mobile Device Management, Customer Service, Inventory Management, RSA SecurID, Active Directory..., Management Skills, Collaborative Problem..., Work Ethic, Spanish
Education
Year Up Puget Sound 2013 — 2014
Introduction to Information Technology Support, Information Technology
Edmonds Community College 2012 — 2013
Marketing/Marketing Management, General
Sophia Jordan, PMP, ITIL Sophia Jordan, PMP, ITIL's Russell Investments Experience February 2010 - May 2010
Job Project Manager at Providence Health & Services
Industry Hospital & Health Care
Experience
Providence Health & Services March 2013 - Present
Providence Health & Services July 2010 - March 2013
Russell Investments February 2010 - May 2010
Weyerhaeuser via Volt Technical April 2008 - August 2008
Russell Investments via Volt Technical June 2006 - April 2008
Washington Mutual March 2005 - April 2006
Capital One March 2002 - March 2005
Capital One July 2000 - March 2002
Bank of America January 1997 - July 2000
Skills
PMO, Documentation, Customer Service, Portfolio Management, Budgeting, SharePoint, MS Project, Project Management, Software Documentation, System Administration, Budgets, Team Building, Change Management, Project Planning, Human Resources, Microsoft Excel, Process Improvement, Management, Training, Event Planning, PMP, Healthcare, Healthcare Information..., ITIL, Friendly Personality, Intuition
Education
DeVry University 2002 — 2005
BSBA, Business/Project Management
American Institute of Banking
Administrative Support Diploma, Accounting
ESI International
Associate's Certificate, Project Management
Providence Health & Services March 2013 - Present
Providence Health & Services July 2010 - March 2013
Russell Investments February 2010 - May 2010
Weyerhaeuser via Volt Technical April 2008 - August 2008
Russell Investments via Volt Technical June 2006 - April 2008
Washington Mutual March 2005 - April 2006
Capital One March 2002 - March 2005
Capital One July 2000 - March 2002
Bank of America January 1997 - July 2000
Skills
PMO, Documentation, Customer Service, Portfolio Management, Budgeting, SharePoint, MS Project, Project Management, Software Documentation, System Administration, Budgets, Team Building, Change Management, Project Planning, Human Resources, Microsoft Excel, Process Improvement, Management, Training, Event Planning, PMP, Healthcare, Healthcare Information..., ITIL, Friendly Personality, Intuition
Education
DeVry University 2002 — 2005
BSBA, Business/Project Management
American Institute of Banking
Administrative Support Diploma, Accounting
ESI International
Associate's Certificate, Project Management
John Inman Ed.D. M.A. DDPE John Inman Ed.D. M.A. DDPE's Russell Investments Experience February 2012 - September 2012
Job Universal Design for Learning professional
Industry Professional Training & Coaching
Experience
John Inman Dialogue 2011 - Present
University of Washington May 2015 - Present
South Seattle College October 2012 - Present
ZINO Society September 2014 - July 2015
Impact Hub Seattle December 2014 - March 2015
Snoqualmie Casino September 2012 - January 2014
Russell Investments February 2012 - September 2012
The World Cafe Wiser Together Initiative 2009 - 2012
T-Mobile USA 2006 - 2011
Boys and Girls Clubs of Central Oregon 2007 - 2009
Skills
Organization development, Instructional systems..., Organization consulting, Conversational..., Coach & leadership..., High performing team..., Complex problem..., Business development, Decision making, Conflict management, Dialogue & deliberation, Collaboration &..., Research & analysis, Communication skills, Relationship building, Culture development, Strategic planning, Consultative Selling, Leadership Development, Coaching, Adult Education, Dialogue, Team Management, Systems Thinking, Cultural Transformation, Collaborative Learning, Public Engagement, Change Management, Performance Management, Executive Coaching, Mentoring, Talent Management, Non-profits, Organizational..., Culture Development, Business Development, Research, Leadership, Strategic Planning, Instructional Design, Team Building, Conversation, Communication Skills, Analysis, Cross-functional Team..., Organizational..., Nonprofits, Performance Consulting, Talent Acquisition, Human Resources
Education
Fielding Graduate University 2009 — 2015
Ed.D., Education Leadership and Change, 4.0
Fielding Graduate University 2010 — 2010
DDPE Certification, Dialogue and Delilberation
Fielding Graduate University 2009 — 2010
M.A., Human and Organizational Systems, 4.0
Oregon State University 2000 — 2003
Ed.M., Organizational Development and Adult Education, 3.98
Oregon State University 1971 — 1977
BS, Business Management
Oregon State University 1971 — 1977
B.S., Animal Science/Pre Vet Medicine
Palo Alto High School 1968 — 1971
High School diploma, College Prep
Nishimachi International School 1968 — 1968
9th grade
Ford Country Day School 1964 — 1968
5th through 8th grade prep school
John Inman Dialogue 2011 - Present
University of Washington May 2015 - Present
South Seattle College October 2012 - Present
ZINO Society September 2014 - July 2015
Impact Hub Seattle December 2014 - March 2015
Snoqualmie Casino September 2012 - January 2014
Russell Investments February 2012 - September 2012
The World Cafe Wiser Together Initiative 2009 - 2012
T-Mobile USA 2006 - 2011
Boys and Girls Clubs of Central Oregon 2007 - 2009
Skills
Organization development, Instructional systems..., Organization consulting, Conversational..., Coach & leadership..., High performing team..., Complex problem..., Business development, Decision making, Conflict management, Dialogue & deliberation, Collaboration &..., Research & analysis, Communication skills, Relationship building, Culture development, Strategic planning, Consultative Selling, Leadership Development, Coaching, Adult Education, Dialogue, Team Management, Systems Thinking, Cultural Transformation, Collaborative Learning, Public Engagement, Change Management, Performance Management, Executive Coaching, Mentoring, Talent Management, Non-profits, Organizational..., Culture Development, Business Development, Research, Leadership, Strategic Planning, Instructional Design, Team Building, Conversation, Communication Skills, Analysis, Cross-functional Team..., Organizational..., Nonprofits, Performance Consulting, Talent Acquisition, Human Resources
Education
Fielding Graduate University 2009 — 2015
Ed.D., Education Leadership and Change, 4.0
Fielding Graduate University 2010 — 2010
DDPE Certification, Dialogue and Delilberation
Fielding Graduate University 2009 — 2010
M.A., Human and Organizational Systems, 4.0
Oregon State University 2000 — 2003
Ed.M., Organizational Development and Adult Education, 3.98
Oregon State University 1971 — 1977
BS, Business Management
Oregon State University 1971 — 1977
B.S., Animal Science/Pre Vet Medicine
Palo Alto High School 1968 — 1971
High School diploma, College Prep
Nishimachi International School 1968 — 1968
9th grade
Ford Country Day School 1964 — 1968
5th through 8th grade prep school
Matthew Waters, CIMA Matthew Waters, CIMA's Russell Investments Experience September 2008 - July 2010
Job Internal Sales Manager at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments March 2014 - Present
Aquila Group of Funds June 2012 - March 2014
Fifth Third Asset Management (FTAM) July 2010 - June 2012
Russell Investments September 2008 - July 2010
Raymond James Financial October 2002 - August 2008
Education
University of Pennsylvania - The Wharton School 2008 — 2008
CIMA, Investment Management Analysis
Florida State University 1988 — 1992
B.S, Criminology, History
Bishop Kenny High School 1984 — 1988
RidgeWorth Investments March 2014 - Present
Aquila Group of Funds June 2012 - March 2014
Fifth Third Asset Management (FTAM) July 2010 - June 2012
Russell Investments September 2008 - July 2010
Raymond James Financial October 2002 - August 2008
Education
University of Pennsylvania - The Wharton School 2008 — 2008
CIMA, Investment Management Analysis
Florida State University 1988 — 1992
B.S, Criminology, History
Bishop Kenny High School 1984 — 1988
Tom Carmody's Russell Investments Experience July 2006 - April 2009
Job Senior Director, Institutional Retirement Plan Sales at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2010 - Present
Merrill Lynch February 2010 - July 2010
Russell Investments July 2006 - April 2009
Russell Investments October 2003 - July 2006
CIGNA Retirement Services July 2001 - April 2003
Schwab Retirement Plan Services August 1997 - July 2001
Fidelity Investments December 1986 - July 1997
BancTexas Dallas October 1984 - December 1986
Florida National Bank September 1979 - September 1984
Skills
Series 65, Series 63, Pensions, FINRA, Customer Relations, Series 7, Series 24, Georgia Insurance..., 401k
Education
University of North Florida - College of Business Administration 1978 — 1979
BBA
Florida State University 1977 — 1978
TIAA-CREF July 2010 - Present
Merrill Lynch February 2010 - July 2010
Russell Investments July 2006 - April 2009
Russell Investments October 2003 - July 2006
CIGNA Retirement Services July 2001 - April 2003
Schwab Retirement Plan Services August 1997 - July 2001
Fidelity Investments December 1986 - July 1997
BancTexas Dallas October 1984 - December 1986
Florida National Bank September 1979 - September 1984
Skills
Series 65, Series 63, Pensions, FINRA, Customer Relations, Series 7, Series 24, Georgia Insurance..., 401k
Education
University of North Florida - College of Business Administration 1978 — 1979
BBA
Florida State University 1977 — 1978
Greg Korte Greg Korte's Russell Investments Experience 2006 - 2008
Job Principal, Head of North American Trust/Custody & Securities Lending Consulting at Mercer
Industry Financial Services
Experience
Mercer May 2014 - Present
Korte & Associates Consulting, LLC April 2008 - May 2014
Russell Investments 2006 - 2008
Russell Investments 2001 - 2006
Huntington Asset Services 1993 - 1998
BISYS Fund Services 1986 - 1993
Skills
Financial Services, Mutual Funds, Hedge Funds, Investment Management, Fund Of Funds, Equities, Fixed Income, Vendor Management, Pensions, Securities Lending, Portfolio Management, Bloomberg, Project Management, Fund Administration, Derivatives, Due Diligence, Private Equity, Risk Management, New Business Development, Process Improvement, Banking, Financial Operations..., Leadership, Global Custody..., Trust and Separate..., Client Relationship..., Financial Reporting, Internal Controls, Asset Management..., Regulatory Audits, Mutual Fund Accounting, Mutual Fund..., International Vendor..., Contract Negotiations, Budgeting, Technology..., Global Securities..., Investment Performance..., SEC, IRS, DOL..., Lean Sigma, Customized RFP/RFI..., Vendor technology...
Education
Franklin University 1984 — 1986
Bachelor of Science, Finance and Management
Mercer May 2014 - Present
Korte & Associates Consulting, LLC April 2008 - May 2014
Russell Investments 2006 - 2008
Russell Investments 2001 - 2006
Huntington Asset Services 1993 - 1998
BISYS Fund Services 1986 - 1993
Skills
Financial Services, Mutual Funds, Hedge Funds, Investment Management, Fund Of Funds, Equities, Fixed Income, Vendor Management, Pensions, Securities Lending, Portfolio Management, Bloomberg, Project Management, Fund Administration, Derivatives, Due Diligence, Private Equity, Risk Management, New Business Development, Process Improvement, Banking, Financial Operations..., Leadership, Global Custody..., Trust and Separate..., Client Relationship..., Financial Reporting, Internal Controls, Asset Management..., Regulatory Audits, Mutual Fund Accounting, Mutual Fund..., International Vendor..., Contract Negotiations, Budgeting, Technology..., Global Securities..., Investment Performance..., SEC, IRS, DOL..., Lean Sigma, Customized RFP/RFI..., Vendor technology...
Education
Franklin University 1984 — 1986
Bachelor of Science, Finance and Management
Justin White Justin White's Russell Investments Experience June 2015 - Present
Job U.S. Equity Research Intern at Russell Investments
Industry Investment Management
Experience
Russell Investments June 2015 - Present
Foster Investment Fund May 2015 - Present
Foster Investment Fund January 2015 - Present
Fannit, LLC January 2014 - July 2014
Fannit, LLC May 2013 - January 2014
Skills
Marketing Strategy, SEO, Lead Generation, Account Management, Advertising Sales, SEM, Digital Marketing, Digital Strategy, Content Marketing, Social Media Marketing, SEO copywriting, Team Management, Relationship Marketing, Mathematics, Statistics, WordPress, HTML, Google Analytics, Finance, Financial Analysis, Microsoft Excel, Stock Market, Agile Project Management, Scrum, Accounting, Infusionsoft, Email Marketing, Online Advertising, Cold Calling, Mobile Marketing, Integrated Marketing, Content Strategy, Social Media, Strategy
Education
University of Washington, Michael G. Foster School of Business
Bachelor's Degree, Finance, General; Minor in Applied Mathematics, 3.6 GPA
Everett Community College 2012 — 2014
Associate's degree, Business Finance, 3.71 GPA
Russell Investments June 2015 - Present
Foster Investment Fund May 2015 - Present
Foster Investment Fund January 2015 - Present
Fannit, LLC January 2014 - July 2014
Fannit, LLC May 2013 - January 2014
Skills
Marketing Strategy, SEO, Lead Generation, Account Management, Advertising Sales, SEM, Digital Marketing, Digital Strategy, Content Marketing, Social Media Marketing, SEO copywriting, Team Management, Relationship Marketing, Mathematics, Statistics, WordPress, HTML, Google Analytics, Finance, Financial Analysis, Microsoft Excel, Stock Market, Agile Project Management, Scrum, Accounting, Infusionsoft, Email Marketing, Online Advertising, Cold Calling, Mobile Marketing, Integrated Marketing, Content Strategy, Social Media, Strategy
Education
University of Washington, Michael G. Foster School of Business
Bachelor's Degree, Finance, General; Minor in Applied Mathematics, 3.6 GPA
Everett Community College 2012 — 2014
Associate's degree, Business Finance, 3.71 GPA
Jaida Yang's Russell Investments Experience 2011 - 2011
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
J.P. Morgan June 2012 - August 2012
Russell Investments 2011 - 2011
Credit Suisse July 2010 - August 2010
Skills
Research, Microsoft Office, Financial Modeling, Data Analysis, Bloomberg, Hedge Funds, Financial Analysis, Microsoft Excel, Private Equity, Valuation, Analysis, PowerPoint, Matlab
Education
Cornell University 2009 — 2013
Bachelor of Science (B.S.), Chemical Engineering
The Hockaday School 2007 — 2009
High School
J.P. Morgan August 2013 - Present
J.P. Morgan June 2012 - August 2012
Russell Investments 2011 - 2011
Credit Suisse July 2010 - August 2010
Skills
Research, Microsoft Office, Financial Modeling, Data Analysis, Bloomberg, Hedge Funds, Financial Analysis, Microsoft Excel, Private Equity, Valuation, Analysis, PowerPoint, Matlab
Education
Cornell University 2009 — 2013
Bachelor of Science (B.S.), Chemical Engineering
The Hockaday School 2007 — 2009
High School
Laura (McLarney) Åkre, PMP Laura (McLarney) Åkre, PMP's Russell Investments Experience February 2010 - December 2011
Job Sr. Project Manager at Premera Blue Cross
Industry Insurance
Experience
Premera Blue Cross November 2014 - Present
OutBack Power Technologies February 2012 - November 2014
Russell Investments February 2010 - December 2011
Russell Investments April 2005 - February 2010
Russell Investments December 1996 - April 2005
Skills
Vendor Management, Project Management, Team Leadership, MS Project, Budgets, Microsoft Office, Policy, Process Improvement, Program Management, Business Analysis, Business Process..., Cross-functional Team..., Project Portfolio..., Risk Management, Change Management, Strategic Planning, SDLC, PMO, Team Building, Product Management, Process Engineering, Human Resources, IT Strategy, Leadership, Visio, Management, Strategy, Project Planning, Business Process, Integration, SaaS, Product Development, Analysis, Microsoft Project, Requirements Gathering
Education
DePauw University 1992 — 1996
Bachelor of Arts (BA), Cultural Anthropology
Curtis High School 1990 — 1992
Premera Blue Cross November 2014 - Present
OutBack Power Technologies February 2012 - November 2014
Russell Investments February 2010 - December 2011
Russell Investments April 2005 - February 2010
Russell Investments December 1996 - April 2005
Skills
Vendor Management, Project Management, Team Leadership, MS Project, Budgets, Microsoft Office, Policy, Process Improvement, Program Management, Business Analysis, Business Process..., Cross-functional Team..., Project Portfolio..., Risk Management, Change Management, Strategic Planning, SDLC, PMO, Team Building, Product Management, Process Engineering, Human Resources, IT Strategy, Leadership, Visio, Management, Strategy, Project Planning, Business Process, Integration, SaaS, Product Development, Analysis, Microsoft Project, Requirements Gathering
Education
DePauw University 1992 — 1996
Bachelor of Arts (BA), Cultural Anthropology
Curtis High School 1990 — 1992
Aaron Skrivan Aaron Skrivan's Russell Investments Experience July 2013 - Present
Job Trading Assistant, Equity and Fixed Income Trading at Russell Investments
Industry Financial Services
Experience
Russell Investments July 2013 - Present
Russell Investments May 2011 - July 2013
Covenant College 2009 - May 2011
Russell Investments June 2010 - August 2010
Russell Investments May 2009 - August 2009
Russell Investments June 2008 - August 2008
Gray Lumber Co September 2006 - January 2008
Metropolitan Market October 2002 - August 2006
Skills
Bloomberg, Fixed Income, Equities, Trading, Investments, Microsoft Excel, Microsoft Office, Asset Allocation, Equity Derivatives, Asset Management, Bloomberg Terminal
Education
Covenant College 2007 — 2011
Business, Finance, Economics
Covenant College
B. A, Business; Finance
Russell Investments July 2013 - Present
Russell Investments May 2011 - July 2013
Covenant College 2009 - May 2011
Russell Investments June 2010 - August 2010
Russell Investments May 2009 - August 2009
Russell Investments June 2008 - August 2008
Gray Lumber Co September 2006 - January 2008
Metropolitan Market October 2002 - August 2006
Skills
Bloomberg, Fixed Income, Equities, Trading, Investments, Microsoft Excel, Microsoft Office, Asset Allocation, Equity Derivatives, Asset Management, Bloomberg Terminal
Education
Covenant College 2007 — 2011
Business, Finance, Economics
Covenant College
B. A, Business; Finance
Cara Mitchell's Russell Investments Experience 2000 - 2003
Job Communications Consultant, Washington State Department of Transportation
Industry Public Relations and Communications
Experience
Washington State Department of Transportation October 2013 - Present
C.E.M. Communications L.L.C. June 2011 - 2015
South Puget Sound News June 2011 - November 2014
Home Town Publishing October 2006 - May 2011
Russell Investments 2000 - 2003
Geonerco Management, Inc. 1996 - 2000
Bernard Hodes Group 1996 - 1997
The Fearey Group 1995 - 1995
Skills
Adobe Creative Suite, Microsoft Office, Public Relations, Public Speaking, Tourism, PowerPoint, Photojournalism, Wordpress, Marketing Communications, Print Production, Feature Writing, Creative Writing, Editing, Newsletters, Feature Articles, Marketing, Proofreading, Advertising, Journalism, Strategic Communications, Publishing, Graphic Design, Web Development, Leadership, Editorial, InDesign, Press Releases, Media Relations, Publications, Social Media, Writing, Blogging, Social Media Marketing, Storytelling, Newspapers, Event Planning, Event Management
Education
Colorado State University 1990 — 1995
BA, Journalism, Natural Resource Interpretation
Washington State Department of Transportation October 2013 - Present
C.E.M. Communications L.L.C. June 2011 - 2015
South Puget Sound News June 2011 - November 2014
Home Town Publishing October 2006 - May 2011
Russell Investments 2000 - 2003
Geonerco Management, Inc. 1996 - 2000
Bernard Hodes Group 1996 - 1997
The Fearey Group 1995 - 1995
Skills
Adobe Creative Suite, Microsoft Office, Public Relations, Public Speaking, Tourism, PowerPoint, Photojournalism, Wordpress, Marketing Communications, Print Production, Feature Writing, Creative Writing, Editing, Newsletters, Feature Articles, Marketing, Proofreading, Advertising, Journalism, Strategic Communications, Publishing, Graphic Design, Web Development, Leadership, Editorial, InDesign, Press Releases, Media Relations, Publications, Social Media, Writing, Blogging, Social Media Marketing, Storytelling, Newspapers, Event Planning, Event Management
Education
Colorado State University 1990 — 1995
BA, Journalism, Natural Resource Interpretation
Kevin O'Connor, CPC Kevin O'Connor, CPC's Russell Investments Experience July 2012 - October 2012
Job Managing Director at Pacific Portfolio Consulting
Industry Financial Services
Experience
Pacific Portfolio Consulting, LLC November 2013 - Present
Pacific Portfolio Consulting, LLC November 2012 - October 2013
Russell Investments July 2012 - October 2012
Russell Investments September 2006 - July 2012
ADP Retirement Services March 2001 - September 2006
ADP Retirement Services April 2000 - March 2001
ADP Retirement Services June 1998 - April 2000
Mercer Consulting April 1995 - June 1998
Skills
Investment Product..., DC Plan Consulting, Client Relationship..., Leading Cross..., Defined Contribution, Product Management, 401k, Series 7, Mutual Funds, DC Plan Administration, Project Management, DCIO, Equities, Fixed Income, Asset Allocation, Capital Markets, Client Presentation, Relationship Management, Fund Of Funds, Investments, Retirement Planning, Product Development, Pensions, Cross-functional Team..., CRM, Retirement
Education
Eastern Washington University
B.A., Finance
Pacific Portfolio Consulting, LLC November 2013 - Present
Pacific Portfolio Consulting, LLC November 2012 - October 2013
Russell Investments July 2012 - October 2012
Russell Investments September 2006 - July 2012
ADP Retirement Services March 2001 - September 2006
ADP Retirement Services April 2000 - March 2001
ADP Retirement Services June 1998 - April 2000
Mercer Consulting April 1995 - June 1998
Skills
Investment Product..., DC Plan Consulting, Client Relationship..., Leading Cross..., Defined Contribution, Product Management, 401k, Series 7, Mutual Funds, DC Plan Administration, Project Management, DCIO, Equities, Fixed Income, Asset Allocation, Capital Markets, Client Presentation, Relationship Management, Fund Of Funds, Investments, Retirement Planning, Product Development, Pensions, Cross-functional Team..., CRM, Retirement
Education
Eastern Washington University
B.A., Finance
George Newton's Russell Investments Experience January 2015 - August 2015
Job StudentAthlete at Fairfield University
Industry Financial Services
Experience
Russell Investments January 2015 - August 2015
Russell Investments May 2014 - August 2014
Chartwell Financial Services May 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Research, Public Speaking, Economics, Market Research, Outlook, Social Networking, Editing, Business Analysis, Financial Analysis, Leadership, Corporate Finance
Education
Fairfield University 2012 — 2016
Bachelor's degree, Economics, Current GPA - 3.71
Sir John Deane's College 2010 — 2012
A Levels
Russell Investments January 2015 - August 2015
Russell Investments May 2014 - August 2014
Chartwell Financial Services May 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Research, Public Speaking, Economics, Market Research, Outlook, Social Networking, Editing, Business Analysis, Financial Analysis, Leadership, Corporate Finance
Education
Fairfield University 2012 — 2016
Bachelor's degree, Economics, Current GPA - 3.71
Sir John Deane's College 2010 — 2012
A Levels
Mike Sandrasagra Mike Sandrasagra's Russell Investments Experience October 2006 - August 2010
Job Director Institutional Client Management at Pyramis Global Advisors
Industry Investment Management
Experience
Pyramis Global Advisors, A Fidelity Investments Company September 2010 - Present
Russell Investments October 2006 - August 2010
Sun Life Financial November 2003 - October 2006
Mercer Investment Consulting December 2000 - November 2003
Skills
Investments, Alternative Investments, Investment Strategies, Asset Managment, Portfolio Management
Education
Concordia University 1989 — 1994
Bachelors, Finance
Pyramis Global Advisors, A Fidelity Investments Company September 2010 - Present
Russell Investments October 2006 - August 2010
Sun Life Financial November 2003 - October 2006
Mercer Investment Consulting December 2000 - November 2003
Skills
Investments, Alternative Investments, Investment Strategies, Asset Managment, Portfolio Management
Education
Concordia University 1989 — 1994
Bachelors, Finance
Evan Hunter's Russell Investments Experience June 2008 - December 2008
Job Client Services and Digital Marketing Manager at SVM Gift Cards
Industry Financial Services
Experience
SVM, LP August 2010 - Present
Springside Racquet and Fitness Club June 2006 - August 2010
Russell Investments June 2008 - December 2008
Skills
Project Management, Digital Marketing, Manage Client..., Sales Analysis, Problem Solving, Marketing Strategy, Gift Cards, Business Strategy, Loyalty Programs, Loyalty Marketing, Microsoft Excel, CRM, Sales, Email Marketing, Microsoft Office, Social Media, Leadership, Account Management, B2B
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
DePauw University 2006 — 2010
Bachelor of Arts, Economics
SVM, LP August 2010 - Present
Springside Racquet and Fitness Club June 2006 - August 2010
Russell Investments June 2008 - December 2008
Skills
Project Management, Digital Marketing, Manage Client..., Sales Analysis, Problem Solving, Marketing Strategy, Gift Cards, Business Strategy, Loyalty Programs, Loyalty Marketing, Microsoft Excel, CRM, Sales, Email Marketing, Microsoft Office, Social Media, Leadership, Account Management, B2B
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
DePauw University 2006 — 2010
Bachelor of Arts, Economics
Sean Gallahue Sean Gallahue's Russell Investments Experience June 2014 - Present
Job Director, Marketing & Communications at Russell Investments
Industry Financial Services
Experience
Russell Investments June 2014 - Present
S. Gallahue February 2013 - May 2014
Man June 2011 - January 2013
Man January 2008 - June 2011
Fidelity Investments December 2005 - December 2007
Fidelity Investments January 2002 - December 2005
Fidelity Investments April 2000 - December 2001
BMO December 1997 - April 2000
Skills
Marketing Strategy, Marketing Communications, Creative Direction, Advertising, Writing, Digital Marketing, Online Communications, Video Production, Web Analytics, Media Relations, Public Relations, Event Management, Project Management, Email Marketing, SEM, Web Development, Corporate Branding, Press Releases, Product Marketing, Marketing Management, Branding & Identity, Marketing, Strategy, B2B, Website Development, Direct Marketing, Integrated Marketing
Education
Dalhousie University 1993 — 1997
Bachelor of Commerce (B.Com.), Marketing
Russell Investments June 2014 - Present
S. Gallahue February 2013 - May 2014
Man June 2011 - January 2013
Man January 2008 - June 2011
Fidelity Investments December 2005 - December 2007
Fidelity Investments January 2002 - December 2005
Fidelity Investments April 2000 - December 2001
BMO December 1997 - April 2000
Skills
Marketing Strategy, Marketing Communications, Creative Direction, Advertising, Writing, Digital Marketing, Online Communications, Video Production, Web Analytics, Media Relations, Public Relations, Event Management, Project Management, Email Marketing, SEM, Web Development, Corporate Branding, Press Releases, Product Marketing, Marketing Management, Branding & Identity, Marketing, Strategy, B2B, Website Development, Direct Marketing, Integrated Marketing
Education
Dalhousie University 1993 — 1997
Bachelor of Commerce (B.Com.), Marketing
Shashidhar Kondra Shashidhar Kondra's Russell Investments Experience December 2010 - May 2011
Job Sr.Integration Architect/Developer at NRECA
Industry Information Technology and Services
Experience
NRECA May 2014 - Present
New York Life Insurance Company June 2011 - May 2014
Russell Investments December 2010 - May 2011
HMSA September 2009 - December 2010
Health Integrated April 2009 - September 2009
Intel Corporation March 2008 - March 2009
HMSA April 2006 - January 2008
Amerigroup Corporation August 2005 - March 2006
Skills
BizTalk, SOA, Microsoft SQL Server, XML, .NET, SDLC, C#, ASP.NET, XSLT, ESB, ADO.NET, Visual Studio, SSIS, EDI, Windows Server, HIPAA, Change Management, VBScript, IIS, Agile Methodologies, Quality Assurance, BizTalk Server, SharePoint, Node.js, AngularJS, MongoDB, RabbitMQ
Education
Fairleigh Dickinson University 2003 — 2005
Master of Science (MS), Electrical and Computer Engineering
Jawaharlal Nehru Technological University 1999 — 2003
Bachelor's degree, Electrical, Electronics and Communications Engineering
NRECA May 2014 - Present
New York Life Insurance Company June 2011 - May 2014
Russell Investments December 2010 - May 2011
HMSA September 2009 - December 2010
Health Integrated April 2009 - September 2009
Intel Corporation March 2008 - March 2009
HMSA April 2006 - January 2008
Amerigroup Corporation August 2005 - March 2006
Skills
BizTalk, SOA, Microsoft SQL Server, XML, .NET, SDLC, C#, ASP.NET, XSLT, ESB, ADO.NET, Visual Studio, SSIS, EDI, Windows Server, HIPAA, Change Management, VBScript, IIS, Agile Methodologies, Quality Assurance, BizTalk Server, SharePoint, Node.js, AngularJS, MongoDB, RabbitMQ
Education
Fairleigh Dickinson University 2003 — 2005
Master of Science (MS), Electrical and Computer Engineering
Jawaharlal Nehru Technological University 1999 — 2003
Bachelor's degree, Electrical, Electronics and Communications Engineering
Joshua Hensley Joshua Hensley's Russell Investments Experience April 2015 - Present
Job IT Security Engineering & Operations Manager
Industry Information Technology and Services
Experience
Russell Investments April 2015 - Present
Starbucks October 2014 - April 2015
Starbucks July 2012 - October 2014
Group Health Cooperative November 2011 - July 2012
Costco Wholesale June 2010 - November 2011
Washington State Department of Information Services January 2009 - June 2010
The Spokesman-Review May 1997 - December 2008
United States Army August 1992 - May 1995
Skills
Firewall Administration, Vulnerability Management, Web Application Security, Security Information..., Intrusion Detection, ITIL, Network Security, VPN, Network Design, TCP/IP, Vulnerability Assessment, Web Application..., Network Penetration..., VoIP, Incident Management, Incident Analysis, Security Operations, IDS, PCI DSS, ArcSight, Vulnerability Scanning, Information Security, Penetration Testing, IT Audit, CISSP, Computer Security, Firewalls, Incident Handling, Web Application Firewall, Security Architecture..., Information Security..., Security Awareness, Security, IPS, Data Security, Computer Forensics
Education
Eastern Washington University 1998 — 2002
BA, History, Humanities, Anthropology, Philosophy
Russell Investments April 2015 - Present
Starbucks October 2014 - April 2015
Starbucks July 2012 - October 2014
Group Health Cooperative November 2011 - July 2012
Costco Wholesale June 2010 - November 2011
Washington State Department of Information Services January 2009 - June 2010
The Spokesman-Review May 1997 - December 2008
United States Army August 1992 - May 1995
Skills
Firewall Administration, Vulnerability Management, Web Application Security, Security Information..., Intrusion Detection, ITIL, Network Security, VPN, Network Design, TCP/IP, Vulnerability Assessment, Web Application..., Network Penetration..., VoIP, Incident Management, Incident Analysis, Security Operations, IDS, PCI DSS, ArcSight, Vulnerability Scanning, Information Security, Penetration Testing, IT Audit, CISSP, Computer Security, Firewalls, Incident Handling, Web Application Firewall, Security Architecture..., Information Security..., Security Awareness, Security, IPS, Data Security, Computer Forensics
Education
Eastern Washington University 1998 — 2002
BA, History, Humanities, Anthropology, Philosophy
Aleksandr V. Stovba's Russell Investments Experience June 2015 - Present
Job Tax Analyst at Russell Investments
Industry Accounting
Experience
Russell Investments June 2015 - Present
Washington State Department of Social and Health Services July 2014 - Present
Unified Examiners July 2014 - June 2015
University of Washington, Bothell March 2014 - June 2015
Sunrise Services, Inc. August 2008 - June 2014
Han's World Taekwondo March 2014 - May 2014
University of Washington, Bothell July 2013 - March 2014
Skills
Microsoft Office, Photography, Photoshop, Public Speaking, Research, Financial Accounting, Managerial Accounting, Drawing, Small Business Online..., Video Editing, Cost Accounting, Auditing, WordPress, Accounting, SEO, Microsoft Excel, Critical Thinking, Teamwork, Social Networking, Microsoft Word, Architectural Drawings, PowerPoint, Outlook Express, Russian, Ukrainian, Facebook, Event Planning, Nonprofits, Data Entry, Tax Accounting
Education
University of Washington Bothell School of Business 2011 — 2014
Business Administration, Accounting & Technology and Innovation Management, 3.54
Edmonds Community College 2008 — 2011
Associate of Arts (A.A.), General Education, 3.35
Russell Investments June 2015 - Present
Washington State Department of Social and Health Services July 2014 - Present
Unified Examiners July 2014 - June 2015
University of Washington, Bothell March 2014 - June 2015
Sunrise Services, Inc. August 2008 - June 2014
Han's World Taekwondo March 2014 - May 2014
University of Washington, Bothell July 2013 - March 2014
Skills
Microsoft Office, Photography, Photoshop, Public Speaking, Research, Financial Accounting, Managerial Accounting, Drawing, Small Business Online..., Video Editing, Cost Accounting, Auditing, WordPress, Accounting, SEO, Microsoft Excel, Critical Thinking, Teamwork, Social Networking, Microsoft Word, Architectural Drawings, PowerPoint, Outlook Express, Russian, Ukrainian, Facebook, Event Planning, Nonprofits, Data Entry, Tax Accounting
Education
University of Washington Bothell School of Business 2011 — 2014
Business Administration, Accounting & Technology and Innovation Management, 3.54
Edmonds Community College 2008 — 2011
Associate of Arts (A.A.), General Education, 3.35
Kyle Shannon Kyle Shannon's Russell Investments Experience September 2013 - December 2014
Job Portfolio Accountant
Industry Financial Services
Experience
Parametric Portfolios December 2014 - Present
Russell Investments September 2013 - December 2014
RBC Capital Markets March 2013 - August 2013
SEO Career Program March 2013 - June 2013
Bureau of Labor Statistics June 2012 - August 2012
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Public Speaking, Outlook, Teamwork, Research, Accounting, Finance, Investments, Leadership
Education
Florida International University 2011 — 2013
Bachelor of Arts (B.A.), Economics
Florida International University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Real Estate
Florida International University - College of Business Administration 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Parametric Portfolios December 2014 - Present
Russell Investments September 2013 - December 2014
RBC Capital Markets March 2013 - August 2013
SEO Career Program March 2013 - June 2013
Bureau of Labor Statistics June 2012 - August 2012
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Public Speaking, Outlook, Teamwork, Research, Accounting, Finance, Investments, Leadership
Education
Florida International University 2011 — 2013
Bachelor of Arts (B.A.), Economics
Florida International University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Real Estate
Florida International University - College of Business Administration 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Graham Fysh Graham Fysh's Russell Investments Experience August 2001 - August 2006
Job Owner at LifeTime Creations
Industry Writing and Editing
Experience
LifeTime Creations January 1989 - Present
Russell Investments August 2001 - August 2006
Onvia June 2000 - July 2001
The News Tribune June 1988 - July 2000
Lehigh University September 1986 - May 1988
Skills
Creative Writer, Editor, Business writer, Editing, Newsletters, Publications, Web Content, Blogging, Copywriting, Copy Editing, Creative Writing, Editorial, Ghostwriting, Proofreading, Journalism, Content Writing, Storytelling, Feature Articles, Public Relations, Content Strategy, Newspapers
Education
University of Washington 1980 — 1983
Master's degree, Communications
Columbia University in the City of New York 1965 — 1966
Master's degree, Journalism
University of Cape Town
Bachelor's degree, English Language and Literature/Letters
LifeTime Creations January 1989 - Present
Russell Investments August 2001 - August 2006
Onvia June 2000 - July 2001
The News Tribune June 1988 - July 2000
Lehigh University September 1986 - May 1988
Skills
Creative Writer, Editor, Business writer, Editing, Newsletters, Publications, Web Content, Blogging, Copywriting, Copy Editing, Creative Writing, Editorial, Ghostwriting, Proofreading, Journalism, Content Writing, Storytelling, Feature Articles, Public Relations, Content Strategy, Newspapers
Education
University of Washington 1980 — 1983
Master's degree, Communications
Columbia University in the City of New York 1965 — 1966
Master's degree, Journalism
University of Cape Town
Bachelor's degree, English Language and Literature/Letters
Kevin Rusie, CFP® Kevin Rusie, CFP®'s Russell Investments Experience July 2010 - December 2010
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments November 2013 - March 2015
Fidelity Investments June 2012 - November 2013
DePauw University August 2008 - May 2012
The National Bank of Indianapolis May 2011 - August 2011
Russell Investments July 2010 - December 2010
Education
DePauw University 2008 — 2012
Bachelor of Arts (B.A.), Economics major, Anthropology minor
Fidelity Investments March 2015 - Present
Fidelity Investments November 2013 - March 2015
Fidelity Investments June 2012 - November 2013
DePauw University August 2008 - May 2012
The National Bank of Indianapolis May 2011 - August 2011
Russell Investments July 2010 - December 2010
Education
DePauw University 2008 — 2012
Bachelor of Arts (B.A.), Economics major, Anthropology minor
Ken O'Keeffe Ken O'Keeffe's Russell Investments Experience January 2011 - Present
Job Managing Director, Global Head of ETFs at FTSE Russell
Industry Financial Services
Experience
Russell Investments January 2011 - Present
Russell Investments April 2010 - June 2011
Morgan Stanley Capital International March 2000 - March 2010
MSCI Barra March 2000 - March 2010
Regent Sheffield 1995 - 1999
Sterling Drug August 1987 - 1995
Skills
Options, ETFs, Structured Products, Product Management, Emerging Markets, Financial Services, Strategy, Asset Allocation, Fixed Income, Financial Markets, Investment Management, Hedge Funds, Investment Strategies, Mutual Funds, Equities, Derivatives, Asset Management, Capital Markets, Alternative Investments, Equity Research, Equity Derivatives, Fund Of Funds, Portfolio Management, Bloomberg
Education
Columbia University - Columbia Business School 1986 — 1987
MBA, Marketing, Finance
Plainedge High School
Russell Investments January 2011 - Present
Russell Investments April 2010 - June 2011
Morgan Stanley Capital International March 2000 - March 2010
MSCI Barra March 2000 - March 2010
Regent Sheffield 1995 - 1999
Sterling Drug August 1987 - 1995
Skills
Options, ETFs, Structured Products, Product Management, Emerging Markets, Financial Services, Strategy, Asset Allocation, Fixed Income, Financial Markets, Investment Management, Hedge Funds, Investment Strategies, Mutual Funds, Equities, Derivatives, Asset Management, Capital Markets, Alternative Investments, Equity Research, Equity Derivatives, Fund Of Funds, Portfolio Management, Bloomberg
Education
Columbia University - Columbia Business School 1986 — 1987
MBA, Marketing, Finance
Plainedge High School
Kristofor Lindquist Kristofor Lindquist's Russell Investments Experience September 2011 - March 2012
Job Strategic Business Development at Amazon
Industry Financial Services
Experience
Amazon April 2012 - Present
Russell Investments September 2011 - March 2012
University of Washington, Michael G. Foster School of Business September 2009 - June 2011
Northern Lights Capital Group April 2010 - August 2010
Export Finance Assistance Center of Washington December 2008 - August 2009
Microsoft Financing November 2006 - November 2008
Irwin Commercial Finance June 2005 - November 2006
Irwin Commercial Finance October 2004 - June 2005
Irwin Commercial Finance March 2004 - October 2004
Icon Materials August 2000 - March 2004
Skills
Business Strategy, Business Valuation, Business Development, Asset Management, Commercial Finance, Debt Structuring, Marketing Strategy, Public Speaking, Trade Finance, University Teaching, Private Equity, Bloomberg, Monte Carlo Simulation, Financial Modeling
Education
Michael G. Foster School of Business, University of Washington 2009 — 2011
MBA
The Jackson School of International Studies, University of Washington 1999 — 2003
Bachelor of Arts
Freie Universität Berlin 2001 — 2002
Fellowship
Bellarmine Preparatory 1995 — 1999
Amazon April 2012 - Present
Russell Investments September 2011 - March 2012
University of Washington, Michael G. Foster School of Business September 2009 - June 2011
Northern Lights Capital Group April 2010 - August 2010
Export Finance Assistance Center of Washington December 2008 - August 2009
Microsoft Financing November 2006 - November 2008
Irwin Commercial Finance June 2005 - November 2006
Irwin Commercial Finance October 2004 - June 2005
Irwin Commercial Finance March 2004 - October 2004
Icon Materials August 2000 - March 2004
Skills
Business Strategy, Business Valuation, Business Development, Asset Management, Commercial Finance, Debt Structuring, Marketing Strategy, Public Speaking, Trade Finance, University Teaching, Private Equity, Bloomberg, Monte Carlo Simulation, Financial Modeling
Education
Michael G. Foster School of Business, University of Washington 2009 — 2011
MBA
The Jackson School of International Studies, University of Washington 1999 — 2003
Bachelor of Arts
Freie Universität Berlin 2001 — 2002
Fellowship
Bellarmine Preparatory 1995 — 1999
Jay Gepfert Jay Gepfert's Russell Investments Experience April 2002 - October 2008
Job 401(k) 403(b) and Pension Consultant401k jay
Industry Financial Services
Experience
New England Retirement Consultants May 2009 - Present
Culpepper Group LLC October 2008 - Present
Russell Investments April 2002 - October 2008
MetLife January 1999 - April 2002
Barclays Global Investors January 1995 - January 1999
Milliken & Company 1981 - 1994
Skills
Investments, Asset Allocation, Mutual Funds, Management, Pensions, Asset Management
Education
Davidson College 1978 — 1981
New England Retirement Consultants May 2009 - Present
Culpepper Group LLC October 2008 - Present
Russell Investments April 2002 - October 2008
MetLife January 1999 - April 2002
Barclays Global Investors January 1995 - January 1999
Milliken & Company 1981 - 1994
Skills
Investments, Asset Allocation, Mutual Funds, Management, Pensions, Asset Management
Education
Davidson College 1978 — 1981
Monica Butler Monica Butler's Russell Investments Experience 1982 - 2009
Job Experienced Investment professional/ Business leader
Industry Investment Management
Experience
Tacoma Employees' Retirement System January 2010 - September 2014
Russell Investments 1982 - 2009
Skills
Asset Management, Program Management, Strategic Planning, Portfolio Management, Leadership, Change Management, Management Consulting, Project Management, Nonprofits, Public Speaking, Risk Management, Data Analysis
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Finance
Cornell University 1972 — 1976
B.S., Nutrition
Tacoma Employees' Retirement System January 2010 - September 2014
Russell Investments 1982 - 2009
Skills
Asset Management, Program Management, Strategic Planning, Portfolio Management, Leadership, Change Management, Management Consulting, Project Management, Nonprofits, Public Speaking, Risk Management, Data Analysis
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Finance
Cornell University 1972 — 1976
B.S., Nutrition
Christina Shockley Christina Shockley's Russell Investments Experience May 2013 - Present
Job Portfolio Manager, Equity Derivatives at Russell Investments
Industry Investment Management
Experience
Russell Investments May 2013 - Present
Russell Investments March 2013 - May 2013
Russell Investments June 2009 - February 2013
Russell Investments June 2008 - June 2009
Russell Investment Group June 2007 - August 2007
Russell Investment Group July 2006 - December 2006
Education
DePauw University 2004 — 2008
B.A., Economics
Russell Investments May 2013 - Present
Russell Investments March 2013 - May 2013
Russell Investments June 2009 - February 2013
Russell Investments June 2008 - June 2009
Russell Investment Group June 2007 - August 2007
Russell Investment Group July 2006 - December 2006
Education
DePauw University 2004 — 2008
B.A., Economics
Sumair Pervaiz Sumair Pervaiz's Russell Investments Experience June 2011 - June 2015
Job Associate Director, Group Corporate Technology at London Stock Exchange Group
Industry Computer Software
Experience
London Stock Exchange Group June 2015 - Present
Russell Investments June 2011 - June 2015
Parametric August 2008 - June 2011
EveryWarehouse December 2006 - August 2008
Microsoft March 2004 - November 2006
ABN AMRO Global IT System 2000 - 2003
Skills
Agile Methodologies, .NET, SharePoint, Scrum, C#, Cloud Computing, SDLC, Quality Assurance, Integration, Software Project..., Microsoft SQL Server, ASP.NET, Enterprise Architecture, Requirements Analysis, Solution Architecture, Software Design, Web Applications, SQL, Software Development
Education
Columbia Engineering 2003 — 2004
M.Sc, Computer Science
Lahore University of Management Sciences 1997 — 2000
B.Sc, Computer Science
London Stock Exchange Group June 2015 - Present
Russell Investments June 2011 - June 2015
Parametric August 2008 - June 2011
EveryWarehouse December 2006 - August 2008
Microsoft March 2004 - November 2006
ABN AMRO Global IT System 2000 - 2003
Skills
Agile Methodologies, .NET, SharePoint, Scrum, C#, Cloud Computing, SDLC, Quality Assurance, Integration, Software Project..., Microsoft SQL Server, ASP.NET, Enterprise Architecture, Requirements Analysis, Solution Architecture, Software Design, Web Applications, SQL, Software Development
Education
Columbia Engineering 2003 — 2004
M.Sc, Computer Science
Lahore University of Management Sciences 1997 — 2000
B.Sc, Computer Science
Albert Lim, CFA Albert Lim, CFA's Russell Investments Experience March 2015 - Present
Job Senior Research Analyst at Russell Investments
Industry Management Consulting
Experience
Russell Investments March 2015 - Present
McKinsey & Company July 2013 - March 2015
Appalachian Mountain Club January 2013 - May 2013
McKinsey & Company May 2012 - August 2012
Russell Investments July 2010 - August 2011
Russell Investments September 2004 - July 2010
Skills
Portfolio Management, Investments, Equities, Analysis, Asset Management, Asset Allocation, Economics, Management, Financial Modeling, Valuation, Bloomberg, Alternative Investments, Hedge Funds, Private Equity, Equity Research, Investment Strategies, Investment Management
Education
Columbia University - Columbia Business School 2011 — 2013
MBA with Dean's Honors and Distinction, Management and Social Enterprise
Harvard University 2000 — 2004
BA, Economics
Russell Investments March 2015 - Present
McKinsey & Company July 2013 - March 2015
Appalachian Mountain Club January 2013 - May 2013
McKinsey & Company May 2012 - August 2012
Russell Investments July 2010 - August 2011
Russell Investments September 2004 - July 2010
Skills
Portfolio Management, Investments, Equities, Analysis, Asset Management, Asset Allocation, Economics, Management, Financial Modeling, Valuation, Bloomberg, Alternative Investments, Hedge Funds, Private Equity, Equity Research, Investment Strategies, Investment Management
Education
Columbia University - Columbia Business School 2011 — 2013
MBA with Dean's Honors and Distinction, Management and Social Enterprise
Harvard University 2000 — 2004
BA, Economics
The Event Bureau 活动策划公司。's Russell Investments Experience 2012 - May 2014
Job Events that help you connect with your audience.
Industry Events Services
Experience
The Event Bureau (a.k.a.- Jules Miller) October 2001 - Present
Global Media Dynamics June 2014 - October 2014
Commerce Data Science, Inc. WishClouds™ January 2014 - May 2014
Russell Investments 2012 - May 2014
America-China Bridge / Zhou Enlai Peace Institute 2010 - 2014
Newman & Morrison, LLP 2009 - November 2013
The Production Bureau (a.k.a.- Jules Miller) 2001 - September 2013
The Marketing Bureau (a.k.a.- Jules Miller) 2001 - March 2012
The Concept / Production Farm 2005 - 2008
JP Morgan Chase 2004 - 2007
Skills
Mac & PC Platforms, Microsoft Office, EP Budgeting System, HTML/Flash Website..., Exceptional Researcher, Copywriter/Editor, Multi-Platform..., Social Media Marketing, Marketing Strategy, Marketing, Advertising, Management, Event Management, Brand Development, Social Media
Education
Fashion Institute of Technology 1987 — 1989
Associates, Fashion Merchandising
The Event Bureau (a.k.a.- Jules Miller) October 2001 - Present
Global Media Dynamics June 2014 - October 2014
Commerce Data Science, Inc. WishClouds™ January 2014 - May 2014
Russell Investments 2012 - May 2014
America-China Bridge / Zhou Enlai Peace Institute 2010 - 2014
Newman & Morrison, LLP 2009 - November 2013
The Production Bureau (a.k.a.- Jules Miller) 2001 - September 2013
The Marketing Bureau (a.k.a.- Jules Miller) 2001 - March 2012
The Concept / Production Farm 2005 - 2008
JP Morgan Chase 2004 - 2007
Skills
Mac & PC Platforms, Microsoft Office, EP Budgeting System, HTML/Flash Website..., Exceptional Researcher, Copywriter/Editor, Multi-Platform..., Social Media Marketing, Marketing Strategy, Marketing, Advertising, Management, Event Management, Brand Development, Social Media
Education
Fashion Institute of Technology 1987 — 1989
Associates, Fashion Merchandising
MJ (Candioto) Serene, CFA MJ (Candioto) Serene, CFA's Russell Investments Experience January 2013 - Present
Job Client Executive at Russell Investments
Industry Investment Management
Experience
Russell Investments January 2013 - Present
Russell Investments June 2011 - January 2013
Russell Investments September 2007 - June 2011
The McTigue Financial Group/Northwestern Mutual Financial Network July 2004 - August 2007
DePaul University September 2002 - June 2004
Skills
Investments, Asset Allocation, Equities, Portfolio Management, Mutual Funds, Fixed Income, Investment Management, Alternative Investments, Smart Beta, Relationship Management, Mathematics, Investment Strategies, Capital Markets, Financial Services
Education
DePaul University
BS
Loyola Academy
The George Washington University
Fellowship
Russell Investments January 2013 - Present
Russell Investments June 2011 - January 2013
Russell Investments September 2007 - June 2011
The McTigue Financial Group/Northwestern Mutual Financial Network July 2004 - August 2007
DePaul University September 2002 - June 2004
Skills
Investments, Asset Allocation, Equities, Portfolio Management, Mutual Funds, Fixed Income, Investment Management, Alternative Investments, Smart Beta, Relationship Management, Mathematics, Investment Strategies, Capital Markets, Financial Services
Education
DePaul University
BS
Loyola Academy
The George Washington University
Fellowship
Sondra Mangan Sondra Mangan's Russell Investments Experience July 2009 - Present
Job Senior Technical Analyst at Russell Investments
Industry Financial Services
Experience
Russell Investments July 2009 - Present
YMCA of Tacoma Pierce County January 1980 - Present
Russell Investments September 2005 - June 2009
Puyallup School District June 2000 - June 2005
Puyallup School District September 1991 - June 2005
Oracle April 2002 - May 2005
Central Washington University May 1996 - January 2001
Tacoma Public Schools February 1989 - April 1992
Bates Technical College September 1977 - February 1989
Tacoma Community College September 1984 - June 1987
Skills
Microsoft Office, Microsoft Certified..., Staff Development, Instructional Design, Access, SharePoint, Microsoft Excel, Visio, Project Management, Teaching, Software Documentation, Training, Public Speaking, Windows, SQL, PowerPoint, Program Management, Curriculum Development, Hands-on Training, Data Analysis, Technical Writing, Requirements Analysis, SDLC, Databases, Business Intelligence, CRM, Data Warehousing
Education
Bellevue College 2008 — 2013
Certificate, Business Intelligence Developer
University of Puget Sound 1973 — 1974
MS, Administration, Higher Education
University of Maryland College Park 1967 — 1971
BS, Education, Business
Dundalk High School 1964 — 1967
Cornell University
Cornell University
Russell Investments July 2009 - Present
YMCA of Tacoma Pierce County January 1980 - Present
Russell Investments September 2005 - June 2009
Puyallup School District June 2000 - June 2005
Puyallup School District September 1991 - June 2005
Oracle April 2002 - May 2005
Central Washington University May 1996 - January 2001
Tacoma Public Schools February 1989 - April 1992
Bates Technical College September 1977 - February 1989
Tacoma Community College September 1984 - June 1987
Skills
Microsoft Office, Microsoft Certified..., Staff Development, Instructional Design, Access, SharePoint, Microsoft Excel, Visio, Project Management, Teaching, Software Documentation, Training, Public Speaking, Windows, SQL, PowerPoint, Program Management, Curriculum Development, Hands-on Training, Data Analysis, Technical Writing, Requirements Analysis, SDLC, Databases, Business Intelligence, CRM, Data Warehousing
Education
Bellevue College 2008 — 2013
Certificate, Business Intelligence Developer
University of Puget Sound 1973 — 1974
MS, Administration, Higher Education
University of Maryland College Park 1967 — 1971
BS, Education, Business
Dundalk High School 1964 — 1967
Cornell University
Cornell University
Kevin Floyd, CFP®, AIF®'s Russell Investments Experience September 2009 - May 2010
Job Wealth Advisor
Industry Financial Services
Experience
Petersen Hastings Investment Management July 2010 - Present
Russell Investments September 2009 - May 2010
PlanB Group Holdings June 2009 - August 2009
Financial Network Investment Corporation, Member SIPC August 2008 - December 2008
Petersen Hastings Investment Management June 2008 - August 2008
Skills
Financial Analysis, Financial Reporting, Financial Planning, Microsoft Excel, Financial Modeling, Forecasting, Investments, Wealth Management, Equities, Fixed Income, Naviplancentral, Microsoft Office, Account Reconciliation, Retirement Planning, Strategic Financial..., Asset Management, Series 65, Retirement, Investment Advisory, Investment Strategies, Portfolio Management
Education
2016 Level III CFA Candidate
Passed Level I of the CFA Program
College for Financial Planning
CFP Professional Education Program
Pacific Lutheran University 2006 — 2010
BBA - Finance, BA - Economics
Sunnyside Christian High School
Passed Level II of the CFA Program
Petersen Hastings Investment Management July 2010 - Present
Russell Investments September 2009 - May 2010
PlanB Group Holdings June 2009 - August 2009
Financial Network Investment Corporation, Member SIPC August 2008 - December 2008
Petersen Hastings Investment Management June 2008 - August 2008
Skills
Financial Analysis, Financial Reporting, Financial Planning, Microsoft Excel, Financial Modeling, Forecasting, Investments, Wealth Management, Equities, Fixed Income, Naviplancentral, Microsoft Office, Account Reconciliation, Retirement Planning, Strategic Financial..., Asset Management, Series 65, Retirement, Investment Advisory, Investment Strategies, Portfolio Management
Education
2016 Level III CFA Candidate
Passed Level I of the CFA Program
College for Financial Planning
CFP Professional Education Program
Pacific Lutheran University 2006 — 2010
BBA - Finance, BA - Economics
Sunnyside Christian High School
Passed Level II of the CFA Program
Ravi Wadan's Russell Investments Experience November 2008 - Present
Job Portfolio Implementation Analyst
Industry Financial Services
Experience
Russell Investments November 2008 - Present
I Heart Shiva January 2003 - Present
Skills
Investments, Mutual Funds, Asset Managment, Entrepreneurship, Financial Operations, Contract Negotiation, Fund Of Funds, IPO, Risk Management, Trust Funds, Equities, Fixed Income, Institutional Investors, Endowment Funds, Marketing Strategy, Trading, Portfolio Management
Education
Columbia University in the City of New York
Master of Science in Information and Strategy
University of Washington 2006 — 2009
Business Administration
Russell Investments November 2008 - Present
I Heart Shiva January 2003 - Present
Skills
Investments, Mutual Funds, Asset Managment, Entrepreneurship, Financial Operations, Contract Negotiation, Fund Of Funds, IPO, Risk Management, Trust Funds, Equities, Fixed Income, Institutional Investors, Endowment Funds, Marketing Strategy, Trading, Portfolio Management
Education
Columbia University in the City of New York
Master of Science in Information and Strategy
University of Washington 2006 — 2009
Business Administration
Manisha Kathuria, CAIA Manisha Kathuria, CAIA's Russell Investments Experience March 2012 - Present
Job Associate Director, NonProfits at Russell Investments
Industry Investment Management
Experience
Russell Investments March 2012 - Present
National Association of Women MBAs - Seattle Professional Chapter May 2014 - April 2015
Russell Investments September 2010 - March 2012
Credit Suisse 2009 - 2009
Deutsche Bank 2007 - 2008
Deutsche Bank 2005 - 2007
Deutsche Bank 2004 - 2005
Skills
Financial Modeling, Equities, Hedge Funds, Capital Markets, Valuation, Fixed Income, Investment Management, Value Investing, Sustainable Investing, Impact Investing, Research, Thought Leadership, Alternative Investment..., Non-profit investment..., Investments, Strategy, Private Equity, Asset Management, Emerging Markets, Alternative Investments
Education
Columbia University - Columbia Business School 2009 — 2010
Masters in Business Administration
National University of Singapore 1999 — 2005
Masters, Bachelors (with Honors)
Lehigh University 2003 — 2003
Global Village for Future Leaders of Business and Industry
Stanford University 2002 — 2003
Minor
Delhi Public School - R. K. Puram 1997 — 1999
High School
Loreto Convent Girls School 1985 — 1997
Indian Certificate of Secondary Education (ICSE) Exam
Russell Investments March 2012 - Present
National Association of Women MBAs - Seattle Professional Chapter May 2014 - April 2015
Russell Investments September 2010 - March 2012
Credit Suisse 2009 - 2009
Deutsche Bank 2007 - 2008
Deutsche Bank 2005 - 2007
Deutsche Bank 2004 - 2005
Skills
Financial Modeling, Equities, Hedge Funds, Capital Markets, Valuation, Fixed Income, Investment Management, Value Investing, Sustainable Investing, Impact Investing, Research, Thought Leadership, Alternative Investment..., Non-profit investment..., Investments, Strategy, Private Equity, Asset Management, Emerging Markets, Alternative Investments
Education
Columbia University - Columbia Business School 2009 — 2010
Masters in Business Administration
National University of Singapore 1999 — 2005
Masters, Bachelors (with Honors)
Lehigh University 2003 — 2003
Global Village for Future Leaders of Business and Industry
Stanford University 2002 — 2003
Minor
Delhi Public School - R. K. Puram 1997 — 1999
High School
Loreto Convent Girls School 1985 — 1997
Indian Certificate of Secondary Education (ICSE) Exam
Ramona Crespo Ramona Crespo's Russell Investments Experience July 2012 - Present
Job Senior Project Coordinator Professional
Industry Executive Office
Experience
Russell Investments July 2012 - Present
BMO Harris Bank / The Salem Group May 2012 - June 2012
The City of Naperville / Manpower Office Professionals November 2011 - February 2012
Morgan Stanley Dean Witter January 2005 - February 2007
Chicago Technologies & Solutions, Inc. September 2001 - December 2004
The Chicago Board of Trade December 1998 - September 2001
Lakeside Bank November 1995 - December 1998
Law Offices of James A. Kurotsuchi November 1995 - December 1998
Skills
MS Office Suite, MS Project, CAPM, SharePoint, Adobe Creative Suite, HP Openview, Remedy, FrontPage, AS400, Quickbooks, Quicken, Visio, Committment, Motivated self-starter, IBM iSeries, Loyal, Microsoft Office, QuickBooks, BMC Remedy, Leadership, Software Documentation, Access, System Administration, Troubleshooting, Project Management, Administrative..., Administration, Management, Analysis, Project Planning, Outlook, Microsoft Excel, Training, Time Management, Administrative..., Microsoft Project, Customer Service, Public Speaking, Human Resources, Sales, PowerPoint, Team Building, Process Improvement, Coaching, Spreadsheets, Problem Solving, Microsoft Word, Documentation
Education
Microtrain Technologies 2011 — 2012
Preparatory Certification courses in the following studies:, MOS (Microsoft Office Specialist - Master Certification) CAPM (Certified Associate Project Manager)
Truman College 2000 — 2001
Preparatory Certification course for CCNA
DePaul University 1998 — 2001
Business Administration and Management, Computer Science, Telecommunications & Information Systems, 3.5
Russell Investments July 2012 - Present
BMO Harris Bank / The Salem Group May 2012 - June 2012
The City of Naperville / Manpower Office Professionals November 2011 - February 2012
Morgan Stanley Dean Witter January 2005 - February 2007
Chicago Technologies & Solutions, Inc. September 2001 - December 2004
The Chicago Board of Trade December 1998 - September 2001
Lakeside Bank November 1995 - December 1998
Law Offices of James A. Kurotsuchi November 1995 - December 1998
Skills
MS Office Suite, MS Project, CAPM, SharePoint, Adobe Creative Suite, HP Openview, Remedy, FrontPage, AS400, Quickbooks, Quicken, Visio, Committment, Motivated self-starter, IBM iSeries, Loyal, Microsoft Office, QuickBooks, BMC Remedy, Leadership, Software Documentation, Access, System Administration, Troubleshooting, Project Management, Administrative..., Administration, Management, Analysis, Project Planning, Outlook, Microsoft Excel, Training, Time Management, Administrative..., Microsoft Project, Customer Service, Public Speaking, Human Resources, Sales, PowerPoint, Team Building, Process Improvement, Coaching, Spreadsheets, Problem Solving, Microsoft Word, Documentation
Education
Microtrain Technologies 2011 — 2012
Preparatory Certification courses in the following studies:, MOS (Microsoft Office Specialist - Master Certification) CAPM (Certified Associate Project Manager)
Truman College 2000 — 2001
Preparatory Certification course for CCNA
DePaul University 1998 — 2001
Business Administration and Management, Computer Science, Telecommunications & Information Systems, 3.5
Hien (Henry) Le Hien (Henry) Le's Russell Investments Experience February 2014 - June 2014
Job Data Analyst at Amazon
Industry Financial Services
Experience
Amazon July 2015 - Present
Amazon September 2014 - June 2015
Russell Investments February 2014 - June 2014
CME Group Commodity Trading Challenge Competition January 2014 - February 2014
University of Washington, Bothell February 2013 - February 2014
Vietnam Airlines July 2013 - September 2013
Skills
Leadership, Leadership Development, Public Speaking, Research, Financial Analysis, Teamwork, Data Analysis, Program Management, Microsoft Excel, Finance, Strategy, Management Consulting, Entrepreneurship, Business Strategy, PowerPoint, Time Management, Microsoft Word, Social Media, Microsoft Office
Education
University of Washington 2012 — 2014
Bachelor of Business Administration (BBA), Finance, Retail Management
Everett Community College 2009 — 2012
Associate's degree, Business Administration and Management, General
Amazon July 2015 - Present
Amazon September 2014 - June 2015
Russell Investments February 2014 - June 2014
CME Group Commodity Trading Challenge Competition January 2014 - February 2014
University of Washington, Bothell February 2013 - February 2014
Vietnam Airlines July 2013 - September 2013
Skills
Leadership, Leadership Development, Public Speaking, Research, Financial Analysis, Teamwork, Data Analysis, Program Management, Microsoft Excel, Finance, Strategy, Management Consulting, Entrepreneurship, Business Strategy, PowerPoint, Time Management, Microsoft Word, Social Media, Microsoft Office
Education
University of Washington 2012 — 2014
Bachelor of Business Administration (BBA), Finance, Retail Management
Everett Community College 2009 — 2012
Associate's degree, Business Administration and Management, General
Ryan Tate Ryan Tate's Russell Investments Experience March 2011 - June 2011
Job Founder & CEO at Venture Equity Exchange (VΞX)
Industry Computer Software
Experience
Venture Equity Exchange July 2015 - Present
Codementor June 2014 - Present
Four Horsemen Investments September 2011 - Present
Peer Market Exchange September 2014 - October 2015
The Barrels Brewing Company February 2013 - April 2014
Threshold Group August 2011 - November 2012
Four Horsemen Investments September 2010 - September 2011
Russell Investments March 2011 - June 2011
Phi Alpha Delta Law Fraternity, International September 2008 - December 2009
Congressman Darrell Issa September 2006 - December 2006
Skills
Investments, Portfolio Management, Research, Mandarin, Investment Strategies, Analysis, Financial Modeling, English, Wealth Management..., Economics, Asset Allocation, Alternative Investments, Leadership, Machine Learning, Global Infrastructure..., Entrepreneurship, Node.js, Bitcoin, Statistical Programming, Risk Management, Time Series Analysis, JavaScript, HTML 5, Web Applications, Computer Science
Education
University of Puget Sound 2007 — 2011
BA, Business Administration (Intl. Focus); International Political Economy; Chinese; Asian studies
East China Normal University 2009 — 2010
Advanced Chinese Language Program
Tunghai University 2009 — 2009
Advanced Chinese Language & Culture
Venture Equity Exchange July 2015 - Present
Codementor June 2014 - Present
Four Horsemen Investments September 2011 - Present
Peer Market Exchange September 2014 - October 2015
The Barrels Brewing Company February 2013 - April 2014
Threshold Group August 2011 - November 2012
Four Horsemen Investments September 2010 - September 2011
Russell Investments March 2011 - June 2011
Phi Alpha Delta Law Fraternity, International September 2008 - December 2009
Congressman Darrell Issa September 2006 - December 2006
Skills
Investments, Portfolio Management, Research, Mandarin, Investment Strategies, Analysis, Financial Modeling, English, Wealth Management..., Economics, Asset Allocation, Alternative Investments, Leadership, Machine Learning, Global Infrastructure..., Entrepreneurship, Node.js, Bitcoin, Statistical Programming, Risk Management, Time Series Analysis, JavaScript, HTML 5, Web Applications, Computer Science
Education
University of Puget Sound 2007 — 2011
BA, Business Administration (Intl. Focus); International Political Economy; Chinese; Asian studies
East China Normal University 2009 — 2010
Advanced Chinese Language Program
Tunghai University 2009 — 2009
Advanced Chinese Language & Culture
C.J. Hall's Russell Investments Experience January 2014 - Present
Job Portfolio Analyst Passed all three levels of CFA
Industry Investment Management
Experience
Russell Investments January 2014 - Present
Russell Investments September 2013 - January 2014
HomeStreet Bank May 2012 - September 2013
Federal Home Loan Bank of Seattle January 2011 - June 2012
Skills
SQL, Portfolio Management, Financial Analysis, Risk Management, Data Analysis, Corporate Finance, Process Improvement, Valuation, Fixed Income, Economics
Education
CFA Institute 2011 — 2014
Passed all three levels
College of Charleston 2008 — 2010
SCHOOL; Bachelor of Science, BUSINESS AND ECONOMICS2008-2010; Economics
University of Redlands 2006 — 2008
SCHOOL OF BUSINESS2006, Financial Economics
Russell Investments January 2014 - Present
Russell Investments September 2013 - January 2014
HomeStreet Bank May 2012 - September 2013
Federal Home Loan Bank of Seattle January 2011 - June 2012
Skills
SQL, Portfolio Management, Financial Analysis, Risk Management, Data Analysis, Corporate Finance, Process Improvement, Valuation, Fixed Income, Economics
Education
CFA Institute 2011 — 2014
Passed all three levels
College of Charleston 2008 — 2010
SCHOOL; Bachelor of Science, BUSINESS AND ECONOMICS2008-2010; Economics
University of Redlands 2006 — 2008
SCHOOL OF BUSINESS2006, Financial Economics
Rob Goyeneche's Russell Investments Experience April 2011 - August 2012
Job Vice President at MSCI Inc.
Industry Financial Services
Experience
MSCI Inc. August 2015 - Present
J.P. Morgan September 2012 - August 2015
Russell Investments April 2011 - August 2012
Morgan Stanley Investment Management May 2008 - April 2011
J.P. Morgan September 2006 - May 2008
Skills
MBA, Series 7, Series 63, Portfolio Management, ETFs, Investments, Alternative Investments, Hedge Funds, Money Market, New Business Development
Education
Fordham Gabelli School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
Villanova University 2002 — 2006
Bachelor of Arts (B.A.)
MSCI Inc. August 2015 - Present
J.P. Morgan September 2012 - August 2015
Russell Investments April 2011 - August 2012
Morgan Stanley Investment Management May 2008 - April 2011
J.P. Morgan September 2006 - May 2008
Skills
MBA, Series 7, Series 63, Portfolio Management, ETFs, Investments, Alternative Investments, Hedge Funds, Money Market, New Business Development
Education
Fordham Gabelli School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
Villanova University 2002 — 2006
Bachelor of Arts (B.A.)
Richard Yasenchak, CFA, CFP® Richard Yasenchak, CFA, CFP®'s Russell Investments Experience July 2010 - December 2013
Job Senior Vice President, Client Portfolio Manager at INTECH Investment Management LLC
Industry Investment Management
Experience
INTECH Investment Management LLC January 2014 - Present
Russell Investments July 2010 - December 2013
Russell Investments May 2008 - June 2010
Russell Investments October 2007 - May 2008
Russell Investments May 2005 - October 2007
Investment Management Consultants Association October 2003 - April 2005
Charles Schwab January 1998 - August 2002
Charles Schwab October 1993 - January 1998
Skills
Investment Management, Portfolio Management, Asset Allocation, Equities, Investment Strategies, Alternative Investments, Investments, Asset Management, Hedge Funds, Financial Modeling, Financial Analysis, Mutual Funds, Bloomberg, Client Relations Skills, Fixed Income, Investment Advisory, Fund Of Funds, Institutional..., Financial Risk, Leadership, Wealth Management, Risk Management, Strategic Financial..., Portfolio Construction, Portfolio Performance..., Personal Financial..., Written & Oral..., ETFs, Portfolio Optimization, Risk Analysis, Contract Negotiation, Project Management, Investment Banking
Education
College for Financial Planning 2002 — 2004
Master of Science, Financial Analysis
Metropolitan State University of Denver 1998 — 2000
Certificate in Personal Financial Planning, Financial Planning and Services
University of Colorado at Boulder 1989 — 1992
Bachelor of Science, Business Administration
INTECH Investment Management LLC January 2014 - Present
Russell Investments July 2010 - December 2013
Russell Investments May 2008 - June 2010
Russell Investments October 2007 - May 2008
Russell Investments May 2005 - October 2007
Investment Management Consultants Association October 2003 - April 2005
Charles Schwab January 1998 - August 2002
Charles Schwab October 1993 - January 1998
Skills
Investment Management, Portfolio Management, Asset Allocation, Equities, Investment Strategies, Alternative Investments, Investments, Asset Management, Hedge Funds, Financial Modeling, Financial Analysis, Mutual Funds, Bloomberg, Client Relations Skills, Fixed Income, Investment Advisory, Fund Of Funds, Institutional..., Financial Risk, Leadership, Wealth Management, Risk Management, Strategic Financial..., Portfolio Construction, Portfolio Performance..., Personal Financial..., Written & Oral..., ETFs, Portfolio Optimization, Risk Analysis, Contract Negotiation, Project Management, Investment Banking
Education
College for Financial Planning 2002 — 2004
Master of Science, Financial Analysis
Metropolitan State University of Denver 1998 — 2000
Certificate in Personal Financial Planning, Financial Planning and Services
University of Colorado at Boulder 1989 — 1992
Bachelor of Science, Business Administration
Kelly Hansen Kelly Hansen's Russell Investments Experience June 2007 - December 2007
Job Vice President Executive Recruiter at Access Search, Inc.
Industry Financial Services
Experience
Access Search, Inc. February 2012 - Present
Access Search, Inc. February 2012 - December 2013
Barclays Capital September 2010 - October 2011
Bank of Montreal July 2009 - September 2010
BlackRock June 2008 - August 2008
Russell Investments June 2007 - December 2007
Skills
Advanced Excel, Advanced Powerpoint, Microsoft Office, Corporate Finance, Valuation, Investment Banking, Private Equity, Due Diligence, Mergers, Analysis, Recruiting, Financial Analysis, Management, Finance, Strategy, Mergers & Acquisitions, Auditing, Microsoft Excel, Corporate Recruiting, Banking, Graduate Recruitment, College Recruiting, Kindness, Accounting, PowerPoint
Education
DePauw University 2005 — 2009
Bachelor of Arts '09, Economics
Access Search, Inc. February 2012 - Present
Access Search, Inc. February 2012 - December 2013
Barclays Capital September 2010 - October 2011
Bank of Montreal July 2009 - September 2010
BlackRock June 2008 - August 2008
Russell Investments June 2007 - December 2007
Skills
Advanced Excel, Advanced Powerpoint, Microsoft Office, Corporate Finance, Valuation, Investment Banking, Private Equity, Due Diligence, Mergers, Analysis, Recruiting, Financial Analysis, Management, Finance, Strategy, Mergers & Acquisitions, Auditing, Microsoft Excel, Corporate Recruiting, Banking, Graduate Recruitment, College Recruiting, Kindness, Accounting, PowerPoint
Education
DePauw University 2005 — 2009
Bachelor of Arts '09, Economics
Tim Highland Tim Highland's Russell Investments Experience 2004 - March 2006
Job Executive Vice President at IPI Wealth Management
Industry Financial Services
Experience
Investment Planners, Inc. -- IPI Wealth Management, Inc. May 2009 - Present
Russell Investment Group November 2004 - May 2009
Russell Investments 2004 - March 2006
Sun Life Financial 2000 - 2005
Everen 1998 - 2000
Highland Investment Advisory 1990 - 1995
Education
DePaul University 1988 — 1991
Finance
Illinois State University
Finance and Financial Management Services
Investment Planners, Inc. -- IPI Wealth Management, Inc. May 2009 - Present
Russell Investment Group November 2004 - May 2009
Russell Investments 2004 - March 2006
Sun Life Financial 2000 - 2005
Everen 1998 - 2000
Highland Investment Advisory 1990 - 1995
Education
DePaul University 1988 — 1991
Finance
Illinois State University
Finance and Financial Management Services
Lisa Kopp Lisa Kopp's Russell Investments Experience 2006 - 2009
Job SVP and Head, Traditional Investments Group at U.S. Bank
Industry Investment Management
Experience
US Bank 2012 - Present
Altura Capital Management 2009 - 2012
Russell Investments 2006 - 2009
Russell Investments 2005 - 2006
Russell Investments 1999 - 2005
Russell Investments 1997 - 1999
Russell Investments 1989 - 1997
Skills
Investments, Capital Markets, Asset Managment, Strategy, Portfolio Management, Mutual Funds, Equity Research, Equities, Management, Investment Management, Investment Strategies, Asset Management, Emerging Markets, Program Management, Due Diligence
Education
CFA Institute 1988 — 1990
Chartered Financial Analyst
DePauw University 1983 — 1987
Bachelor of Arts, Economics
US Bank 2012 - Present
Altura Capital Management 2009 - 2012
Russell Investments 2006 - 2009
Russell Investments 2005 - 2006
Russell Investments 1999 - 2005
Russell Investments 1997 - 1999
Russell Investments 1989 - 1997
Skills
Investments, Capital Markets, Asset Managment, Strategy, Portfolio Management, Mutual Funds, Equity Research, Equities, Management, Investment Management, Investment Strategies, Asset Management, Emerging Markets, Program Management, Due Diligence
Education
CFA Institute 1988 — 1990
Chartered Financial Analyst
DePauw University 1983 — 1987
Bachelor of Arts, Economics
Simone Edwards, CFA's Russell Investments Experience 2004 - 2006
Job Investment Management Professional Skilled in Relationship Management, Business Development and Team Management
Industry Investment Management
Experience
Standard Life 2011 - April 2015
Hewitt Associates 2007 - 2010
Russell Investments 2004 - 2006
Canada Life 2001 - 2003
TD Asset Management 1998 - 2001
Russell Investments 1994 - 1998
Skills
Investments, Alternative Investments, Portfolio Management, Pensions, Pension Funds, Investment Strategies, Asset Management, Asset Allocation, Investment Management, Mutual Funds, Financial Services, Investment Advisory, Wealth Management, Defined Benefit, client service, Defined Contribution, Institutional..., investment consulting, Investment Advisory..., Team Management, Retirement, manager research, Chartered Financial..., Fundamental Analysis, Qualitative Research, Equities, Fixed Income, Strategy, Relationship Management, Management, Client Services, Team Building, Team Leadership, Teamwork, Presentation Skills, Sales Management
Education
Concordia University 1988 — 1992
Bachelor of Commerce, International Business
Standard Life 2011 - April 2015
Hewitt Associates 2007 - 2010
Russell Investments 2004 - 2006
Canada Life 2001 - 2003
TD Asset Management 1998 - 2001
Russell Investments 1994 - 1998
Skills
Investments, Alternative Investments, Portfolio Management, Pensions, Pension Funds, Investment Strategies, Asset Management, Asset Allocation, Investment Management, Mutual Funds, Financial Services, Investment Advisory, Wealth Management, Defined Benefit, client service, Defined Contribution, Institutional..., investment consulting, Investment Advisory..., Team Management, Retirement, manager research, Chartered Financial..., Fundamental Analysis, Qualitative Research, Equities, Fixed Income, Strategy, Relationship Management, Management, Client Services, Team Building, Team Leadership, Teamwork, Presentation Skills, Sales Management
Education
Concordia University 1988 — 1992
Bachelor of Commerce, International Business
Adam Mayer's Russell Investments Experience January 2013 - January 2014
Job Manager, Index Management at Charles Schwab
Industry Investment Management
Experience
Charles Schwab January 2014 - Present
Russell Investments January 2013 - January 2014
Russell Investments November 2010 - January 2013
Colorado State University January 2010 - May 2010
Skills
Equity Research, Econometrics, Bloomberg Terminal, Data Analysis, Microsoft Excel, SQL, Time Series Analysis, Statistics, Indexing, Corporate Actions, Project Management, Economics, Quantitative Analytics, Leadership, Asset Allocation, Financial Modeling, Equities, Bloomberg, Valuation, Asset Management, Mutual Funds, Investments, Hedge Funds, Alternative Investments, Financial Analysis, Quantitative Finance, Securities, Analysis
Education
Colorado State University 2006 — 2010
B.A., Economics, Business, Statistics
Charles Schwab January 2014 - Present
Russell Investments January 2013 - January 2014
Russell Investments November 2010 - January 2013
Colorado State University January 2010 - May 2010
Skills
Equity Research, Econometrics, Bloomberg Terminal, Data Analysis, Microsoft Excel, SQL, Time Series Analysis, Statistics, Indexing, Corporate Actions, Project Management, Economics, Quantitative Analytics, Leadership, Asset Allocation, Financial Modeling, Equities, Bloomberg, Valuation, Asset Management, Mutual Funds, Investments, Hedge Funds, Alternative Investments, Financial Analysis, Quantitative Finance, Securities, Analysis
Education
Colorado State University 2006 — 2010
B.A., Economics, Business, Statistics
Anne Wilson Anne Wilson's Russell Investments Experience November 2010 - July 2011
Job Wellness Consultant
Industry Health, Wellness and Fitness
Experience
Independent Contractor January 2005 - Present
Bayview Retirement Community July 2012 - September 2014
Club Zum October 2011 - June 2012
Russell Investments November 2010 - July 2011
Rain Fitness February 2004 - July 2010
Sound Mental Health October 2001 - August 2006
A Child Becomes Preschool August 1997 - June 2001
Skills
Nutritional Counseling, Wellness, Coaching, Weight Management, Mental Health, Fitness, Yoga Instruction, Fitness Instruction, Fitness Training, Corporate Wellness, Senior Living...
Education
City University 2000 — 2002
Master of Arts, Counseling Psychology
East Carolina University 1992 — 1995
Bachelor of Science, Elementary Education
University of Northern Iowa 1990 — 1992
Bachelor of Science, Elementary Education
American Fitness Training of Athletics 2005
Independent Contractor January 2005 - Present
Bayview Retirement Community July 2012 - September 2014
Club Zum October 2011 - June 2012
Russell Investments November 2010 - July 2011
Rain Fitness February 2004 - July 2010
Sound Mental Health October 2001 - August 2006
A Child Becomes Preschool August 1997 - June 2001
Skills
Nutritional Counseling, Wellness, Coaching, Weight Management, Mental Health, Fitness, Yoga Instruction, Fitness Instruction, Fitness Training, Corporate Wellness, Senior Living...
Education
City University 2000 — 2002
Master of Arts, Counseling Psychology
East Carolina University 1992 — 1995
Bachelor of Science, Elementary Education
University of Northern Iowa 1990 — 1992
Bachelor of Science, Elementary Education
American Fitness Training of Athletics 2005
Ryan Hypke, CFA Ryan Hypke, CFA's Russell Investments Experience November 2012 - October 2014
Job Portfolio Manager at Edward Jones
Industry Investment Management
Experience
Edward Jones October 2014 - Present
Russell Investments November 2012 - October 2014
Russell Investments February 2011 - October 2012
Northwestern Mutual April 2010 - January 2011
Marine Bank July 2009 - March 2010
Northwestern Mutual July 2008 - July 2009
Skills
Asset Allocation, Series 7, Wealth Management, Portfolio Management, Mutual Funds, Personal Finance, Investment Management, Asset Managment, Series 66, Alternative Investments, Retirement Planning, Separately Managed..., Capital Markets, Relationship Management, Investment Policy..., Risk Management, Financial Analysis, Microsoft Excel, Microsoft Office, Morningstar Direct, Business Development, Axys, Moxy, Investments, Investment Strategies
Education
Francis Marion University 2006 — 2008
Bachelor of Business Administration, Finance and Marketing
Parkland College 2005 — 2006
A.S., Business
Edward Jones October 2014 - Present
Russell Investments November 2012 - October 2014
Russell Investments February 2011 - October 2012
Northwestern Mutual April 2010 - January 2011
Marine Bank July 2009 - March 2010
Northwestern Mutual July 2008 - July 2009
Skills
Asset Allocation, Series 7, Wealth Management, Portfolio Management, Mutual Funds, Personal Finance, Investment Management, Asset Managment, Series 66, Alternative Investments, Retirement Planning, Separately Managed..., Capital Markets, Relationship Management, Investment Policy..., Risk Management, Financial Analysis, Microsoft Excel, Microsoft Office, Morningstar Direct, Business Development, Axys, Moxy, Investments, Investment Strategies
Education
Francis Marion University 2006 — 2008
Bachelor of Business Administration, Finance and Marketing
Parkland College 2005 — 2006
A.S., Business
Sam Verhulst Sam Verhulst's Russell Investments Experience June 2013 - August 2013
Job Finance/Tax Analyst at Vogel Consulting
Industry Financial Services
Experience
Vogel Consulting August 2014 - Present
American Investment & Trust January 2014 - May 2014
Dordt College August 2012 - December 2013
Russell Investments June 2013 - August 2013
Skills
Research, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Public Speaking, Financial Analysis, Higher Education, Statistics, Teaching, Access
Education
Dordt College 2010 — 2014
Bachelor's Degree, Accounting and Finance
Vogel Consulting August 2014 - Present
American Investment & Trust January 2014 - May 2014
Dordt College August 2012 - December 2013
Russell Investments June 2013 - August 2013
Skills
Research, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Public Speaking, Financial Analysis, Higher Education, Statistics, Teaching, Access
Education
Dordt College 2010 — 2014
Bachelor's Degree, Accounting and Finance
Russ Johnson Russ Johnson's Russell Investments Experience May 2010 - May 2013
Job Senior Recruiter at MSCI Inc.
Industry Investment Management
Experience
MSCI Inc. May 2013 - Present
Russell Investments May 2010 - May 2013
Expedia November 2007 - May 2010
Genworth Financial 2005 - 2007
American Funds February 2001 - December 2005
Disney 2000 - 2001
Cayuga Group (1 man headhunting firm) 1998 - 2000
Culver Personnel 1996 - 1998
Skills
Applicant Tracking..., College Recruiting, Recruiting, Talent Management, Sourcing, Human Resources, Screening, Talent Acquisition, Technical Recruiting, Executive Search, Leadership, Sales, Management, Finance, SDLC, Employee Relations, Hiring, Performance Management, Marketing, Interviews, Vendor Management, Temporary Placement, Employer Branding, Employee Benefits, PeopleSoft, Contract Recruitment, CRM
Education
Cornell University 1991 — 1994
B.S., Communications
MSCI Inc. May 2013 - Present
Russell Investments May 2010 - May 2013
Expedia November 2007 - May 2010
Genworth Financial 2005 - 2007
American Funds February 2001 - December 2005
Disney 2000 - 2001
Cayuga Group (1 man headhunting firm) 1998 - 2000
Culver Personnel 1996 - 1998
Skills
Applicant Tracking..., College Recruiting, Recruiting, Talent Management, Sourcing, Human Resources, Screening, Talent Acquisition, Technical Recruiting, Executive Search, Leadership, Sales, Management, Finance, SDLC, Employee Relations, Hiring, Performance Management, Marketing, Interviews, Vendor Management, Temporary Placement, Employer Branding, Employee Benefits, PeopleSoft, Contract Recruitment, CRM
Education
Cornell University 1991 — 1994
B.S., Communications
Angela Wright, CFP®, CIMA®, CDFA™'s Russell Investments Experience November 2005 - January 2011
Job Edward Jones Investments
Industry Financial Services
Experience
Edward Jones December 2010 - Present
Russell Investments November 2005 - January 2011
Raymond James Financial May 2002 - August 2005
Skills
Certified Financial..., Certified Divorce..., Series 7, Series 66, Life, Health and..., Strategic Financial..., Retirement Planning, Asset Managment, Investment Management, Mutual Funds, Asset Allocation, ETFs, Investment Strategies, Alternative Investments, Wealth Management, 401k, Separately Managed..., 529 Plans, Asset Management
Education
Institute for Divorce Financial Analysts 2011 — 2012
Certified Divorce Financial Analyst, Financial Planning and Services
College for Financial Planning 2008 — 2010
Certified Financial Planner, Financial Planning and Services
University of South Florida 2004 — 2005
MBA, Marketing, Management, International
Stetson University 1998 — 2002
Bachelor's, Finance
Edward Jones December 2010 - Present
Russell Investments November 2005 - January 2011
Raymond James Financial May 2002 - August 2005
Skills
Certified Financial..., Certified Divorce..., Series 7, Series 66, Life, Health and..., Strategic Financial..., Retirement Planning, Asset Managment, Investment Management, Mutual Funds, Asset Allocation, ETFs, Investment Strategies, Alternative Investments, Wealth Management, 401k, Separately Managed..., 529 Plans, Asset Management
Education
Institute for Divorce Financial Analysts 2011 — 2012
Certified Divorce Financial Analyst, Financial Planning and Services
College for Financial Planning 2008 — 2010
Certified Financial Planner, Financial Planning and Services
University of South Florida 2004 — 2005
MBA, Marketing, Management, International
Stetson University 1998 — 2002
Bachelor's, Finance
Jacob Moody Jacob Moody's Russell Investments Experience October 2013 - Present
Job Head of Business Technology, Investment Division at Russell Investments
Industry Investment Management
Experience
Russell Investments October 2013 - Present
Russell Investments May 2012 - Present
Russell Investments January 2011 - April 2012
Russell Investments May 2007 - December 2010
Russell Investments November 2005 - May 2007
Skills
Microsoft SQL Server, Bloomberg, C#, ASP.NET, Access, SQL, Visual Basic, SSRS, jQuery, .NET, Trading, Fixed Income, Derivatives, ETFs, SQL Server, Excel, Process Engineering, Trading Systems, MVC
Education
Furman University 1999 — 2003
Bachelor of Arts (B.A.), Religion/Religious Studies
Russell Investments October 2013 - Present
Russell Investments May 2012 - Present
Russell Investments January 2011 - April 2012
Russell Investments May 2007 - December 2010
Russell Investments November 2005 - May 2007
Skills
Microsoft SQL Server, Bloomberg, C#, ASP.NET, Access, SQL, Visual Basic, SSRS, jQuery, .NET, Trading, Fixed Income, Derivatives, ETFs, SQL Server, Excel, Process Engineering, Trading Systems, MVC
Education
Furman University 1999 — 2003
Bachelor of Arts (B.A.), Religion/Religious Studies
Govindraj Tungenwar Govindraj Tungenwar's Russell Investments Experience October 2010 - February 2011
Job Project Manager at KeyBank
Industry Information Technology and Services
Experience
KeyBank July 2015 - Present
Fidelity Investments March 2011 - Present
Fidelity Investments January 2013 - June 2015
Russell Investments October 2010 - February 2011
Russell Investments January 2010 - October 2010
BlackRock Solutions, London August 2006 - January 2010
Merrill Lynch, London October 2003 - August 2006
GTL Limited, Mumbai INDIA December 2000 - October 2003
Homeline Logistics Services Pvt. Ltd January 1999 - December 2000
Skills
Banking, Business Analysis, Microsoft SQL Server, Perl, Testing, SQL, Visual Basic, Software Project..., Agile Methodologies, Unix, Business Requirements, SDLC, Oracle, Solution Architecture, SOA, PL/SQL, .NET, Data Warehousing, Requirements Analysis, ASP, Agile Project Management, Business Intelligence, Business Process, CRM, Coaching, Data Modeling, Databases, ETL, Enterprise Architecture, IT Strategy, ITIL, Integration, Java Enterprise Edition, Management, PMP, Project Management, Requirements Gathering, Scrum, SharePoint, Software Development, Subversion, Sybase, Systems Analysis, UML, Unix Shell Scripting, User Acceptance Testing, Vendor Management, Visio, Web Services, XML
Education
Doctor Babasaheb Ambedkar Marathwada University 1996 — 1999
MCA, Computer, Mangement
Doctor Babasaheb Ambedkar Marathwada University 1993 — 1996
BSC
KeyBank July 2015 - Present
Fidelity Investments March 2011 - Present
Fidelity Investments January 2013 - June 2015
Russell Investments October 2010 - February 2011
Russell Investments January 2010 - October 2010
BlackRock Solutions, London August 2006 - January 2010
Merrill Lynch, London October 2003 - August 2006
GTL Limited, Mumbai INDIA December 2000 - October 2003
Homeline Logistics Services Pvt. Ltd January 1999 - December 2000
Skills
Banking, Business Analysis, Microsoft SQL Server, Perl, Testing, SQL, Visual Basic, Software Project..., Agile Methodologies, Unix, Business Requirements, SDLC, Oracle, Solution Architecture, SOA, PL/SQL, .NET, Data Warehousing, Requirements Analysis, ASP, Agile Project Management, Business Intelligence, Business Process, CRM, Coaching, Data Modeling, Databases, ETL, Enterprise Architecture, IT Strategy, ITIL, Integration, Java Enterprise Edition, Management, PMP, Project Management, Requirements Gathering, Scrum, SharePoint, Software Development, Subversion, Sybase, Systems Analysis, UML, Unix Shell Scripting, User Acceptance Testing, Vendor Management, Visio, Web Services, XML
Education
Doctor Babasaheb Ambedkar Marathwada University 1996 — 1999
MCA, Computer, Mangement
Doctor Babasaheb Ambedkar Marathwada University 1993 — 1996
BSC
Michael Dougherty, CPA's Russell Investments Experience January 2013 - Present
Job Senior Financial Professional at Russell Investments
Industry Financial Services
Experience
Russell Investments January 2013 - Present
Russell Investments March 2011 - December 2012
Russell Investments June 2008 - March 2011
Russell Investments May 2007 - May 2008
Russell Investments October 2005 - May 2007
Russell Investments March 2004 - October 2005
NxStage Medical / Medisystems Corporation April 2002 - March 2004
NxStage Medical / Medisystems Corporation April 2001 - April 2002
Skills
Financial Analysis, Financial Reporting, Account Reconciliation, Variance Analysis, Financial Statements, Process Improvement, Fixed Assets, Finance, Accruals, Cash Flow Forecasting, Bookkeeping, Financial Accounting, Accounting, Sarbanes-Oxley Act, GAAP, General Ledger, CPA, Corporate Finance, Pricing, Valuation, Due Diligence, Microsoft Excel, Outlook, Analysis, Auditing, Asset Management, Member of AICPA, Management, Accounts Payable, Mergers & Acquisitions, Internal Controls, Strategic Planning, Business Strategy, Financial Modeling, Managerial Finance, Financial Services, Alternative Investments, Investments, Investment Management, Strategic Financial..., Financial Planning
Education
University of Phoenix 2002 — 2004
MBA, Business Administration
Davenport University 1998 — 2000
Bachelor, Accounting
Russell Investments January 2013 - Present
Russell Investments March 2011 - December 2012
Russell Investments June 2008 - March 2011
Russell Investments May 2007 - May 2008
Russell Investments October 2005 - May 2007
Russell Investments March 2004 - October 2005
NxStage Medical / Medisystems Corporation April 2002 - March 2004
NxStage Medical / Medisystems Corporation April 2001 - April 2002
Skills
Financial Analysis, Financial Reporting, Account Reconciliation, Variance Analysis, Financial Statements, Process Improvement, Fixed Assets, Finance, Accruals, Cash Flow Forecasting, Bookkeeping, Financial Accounting, Accounting, Sarbanes-Oxley Act, GAAP, General Ledger, CPA, Corporate Finance, Pricing, Valuation, Due Diligence, Microsoft Excel, Outlook, Analysis, Auditing, Asset Management, Member of AICPA, Management, Accounts Payable, Mergers & Acquisitions, Internal Controls, Strategic Planning, Business Strategy, Financial Modeling, Managerial Finance, Financial Services, Alternative Investments, Investments, Investment Management, Strategic Financial..., Financial Planning
Education
University of Phoenix 2002 — 2004
MBA, Business Administration
Davenport University 1998 — 2000
Bachelor, Accounting
Mark Plimley, MBA Mark Plimley, MBA's Russell Investments Experience December 2010 - August 2012
Job Senior Front & Middle Office Professional
Industry Investment Management
Experience
Nikko Asset Management May 2015 - Present
Verplanck Capital February 2013 - May 2015
Russell Investments December 2010 - August 2012
UBS Global Asset Management October 2007 - November 2010
Wilshire Associates August 2004 - October 2007
Commonwealth Bank of Australia September 2002 - July 2004
Commonwealth Bank of Australia August 2001 - September 2002
Deloitte Consulting April 2000 - August 2001
Chase Manhattan Bank May 1998 - March 2000
Chase Manhattan Bank June 1995 - May 1998
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
Master of Business Administration, Finance (Funds Management), 3.8
University of Delaware 1989 — 1992
Bachelor of Science in Business Administration, Finance & Marketing
Nikko Asset Management May 2015 - Present
Verplanck Capital February 2013 - May 2015
Russell Investments December 2010 - August 2012
UBS Global Asset Management October 2007 - November 2010
Wilshire Associates August 2004 - October 2007
Commonwealth Bank of Australia September 2002 - July 2004
Commonwealth Bank of Australia August 2001 - September 2002
Deloitte Consulting April 2000 - August 2001
Chase Manhattan Bank May 1998 - March 2000
Chase Manhattan Bank June 1995 - May 1998
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
Master of Business Administration, Finance (Funds Management), 3.8
University of Delaware 1989 — 1992
Bachelor of Science in Business Administration, Finance & Marketing
Mei Lun Quach, CFA's Russell Investments Experience June 2006 - September 2006
Job MBA Candidate at The University of Chicago Booth School of Business
Industry Financial Services
Experience
Deutsche Bank June 2015 - August 2015
Northwestern University October 2011 - July 2014
Cambridge Associates, LLC October 2007 - March 2011
Russell Investments June 2006 - September 2006
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Dartmouth College 2003 — 2007
BA, Economics, Pre-Medical
Deutsche Bank June 2015 - August 2015
Northwestern University October 2011 - July 2014
Cambridge Associates, LLC October 2007 - March 2011
Russell Investments June 2006 - September 2006
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Dartmouth College 2003 — 2007
BA, Economics, Pre-Medical
Michael Winnick Michael Winnick's Russell Investments Experience August 2004 - August 2015
Job Head of Institutional Sales at Charles Schwab Investment Management
Industry Investment Management
Experience
Charles Schwab Investment Management September 2015 - Present
Russell Investments August 2004 - August 2015
Education
Yale University - Yale School of Management 1991 — 1993
MBA, Finance, Marketing
Colgate University 1984 — 1988
BA, Economics, Political Science
Charles Schwab Investment Management September 2015 - Present
Russell Investments August 2004 - August 2015
Education
Yale University - Yale School of Management 1991 — 1993
MBA, Finance, Marketing
Colgate University 1984 — 1988
BA, Economics, Political Science
Amod Damle's Russell Investments Experience August 2006 - March 2009
Job Sr. Talent Acquisition Specialist
Industry Staffing and Recruiting
Experience
MTS Systems October 2013 - Present
Minnesota Recruiters July 2013 - July 2014
MTS Systems January 2013 - October 2013
Recruiting GPS LLC October 2011 - September 2013
Ameriprise Financial Services, Inc. December 2010 - October 2011
Allegis Group Services March 2009 - November 2010
Russell Investments August 2006 - March 2009
Allianz Life Insurance Company of North America March 2005 - August 2006
Allianz Life May 2003 - March 2005
Skills
Talent Management, Training, Consulting, Program Management, Financial Services, Recruiting, College Recruiting, Vendor Management, Internet Recruiting, Talent Acquisition, Sales, Account Management, Management, Applicant Tracking..., Interviews, CRM, Onboarding, Strategy, Temporary Placement, Sourcing, Workforce Planning, Hiring, Organizational..., Leadership, HR Consulting, Technical Recruiting, Networking, Contract Recruitment, Human Resources, Communication, Outlook, Internet Explorer
Education
Concordia College 1998 — 2002
Public Relations & Advt
Arya Vidya Mandir (Juhu) 1994 — 1996
MTS Systems October 2013 - Present
Minnesota Recruiters July 2013 - July 2014
MTS Systems January 2013 - October 2013
Recruiting GPS LLC October 2011 - September 2013
Ameriprise Financial Services, Inc. December 2010 - October 2011
Allegis Group Services March 2009 - November 2010
Russell Investments August 2006 - March 2009
Allianz Life Insurance Company of North America March 2005 - August 2006
Allianz Life May 2003 - March 2005
Skills
Talent Management, Training, Consulting, Program Management, Financial Services, Recruiting, College Recruiting, Vendor Management, Internet Recruiting, Talent Acquisition, Sales, Account Management, Management, Applicant Tracking..., Interviews, CRM, Onboarding, Strategy, Temporary Placement, Sourcing, Workforce Planning, Hiring, Organizational..., Leadership, HR Consulting, Technical Recruiting, Networking, Contract Recruitment, Human Resources, Communication, Outlook, Internet Explorer
Education
Concordia College 1998 — 2002
Public Relations & Advt
Arya Vidya Mandir (Juhu) 1994 — 1996
Jeremy Peng, CFA's Russell Investments Experience October 2006 - April 2009
Job
Industry Investment Management
Experience
NEI Investments September 2012 - Present
Mercer April 2012 - September 2012
HSBC Global Asset Management March 2010 - March 2012
Fidelity Investments October 2009 - March 2010
Russell Investments October 2006 - April 2009
Skills
Portfolio Management, Asset Management, Asset Allocation, Mutual Funds, Investment Management, Pensions
Education
Dalhousie University 2004 — 2006
MBA
University of Toronto 1999 — 2003
BASc
CFA society
business writing class
business writing class
NEI Investments September 2012 - Present
Mercer April 2012 - September 2012
HSBC Global Asset Management March 2010 - March 2012
Fidelity Investments October 2009 - March 2010
Russell Investments October 2006 - April 2009
Skills
Portfolio Management, Asset Management, Asset Allocation, Mutual Funds, Investment Management, Pensions
Education
Dalhousie University 2004 — 2006
MBA
University of Toronto 1999 — 2003
BASc
CFA society
business writing class
business writing class
Rafael Zayas's Russell Investments Experience June 2010 - Present
Job Portfolio Manager at Russell Investments
Industry Investment Management
Experience
Russell Investments June 2010 - Present
Mellon Capital Management December 2007 - October 2009
Bank of New York Mellon April 2007 - December 2007
Lynx Capital Partners October 2003 - April 2007
Worldco, LLP August 2001 - October 2003
Marcus Evans September 1999 - March 2001
Skills
ETFs, Equities, Asset Management, Equity Trading, Bloomberg, Portfolio Management, FX, Series 7, Emerging Markets, Excel, Portfolio Optimization
Education
Cornell University 1994 — 1998
BS, Electrical Engineering
Russell Investments June 2010 - Present
Mellon Capital Management December 2007 - October 2009
Bank of New York Mellon April 2007 - December 2007
Lynx Capital Partners October 2003 - April 2007
Worldco, LLP August 2001 - October 2003
Marcus Evans September 1999 - March 2001
Skills
ETFs, Equities, Asset Management, Equity Trading, Bloomberg, Portfolio Management, FX, Series 7, Emerging Markets, Excel, Portfolio Optimization
Education
Cornell University 1994 — 1998
BS, Electrical Engineering
Mary Reppen's Russell Investments Experience March 2010 - July 2010
Job
Industry Financial Services
Experience
Charles River Development May 2015 - Present
Northern Trust Corporation March 2012 - March 2014
Non-Profits January 1999 - March 2012
RGA Reinsurance Company February 2011 - October 2011
Nyrstar September 2010 - January 2011
Lawson Software July 2010 - September 2010
Russell Investments March 2010 - July 2010
Various Independent Consulting Positions November 2008 - January 2010
Deutsche Bank 2007 - June 2008
Principal Financial Group May 2004 - October 2007
Skills
Investment Regulatory..., Charles River..., Compliance, Business Analysis, Process Engineering, Business Process..., Deciphering and..., Process Flow..., Presentation Development, Charles River System..., Financial Accounting..., Training Guides, Investment Accounting &..., Derivative Accounting..., Insurance Statutory..., Mortgage Loan..., Regulatory Reporting, NAIC Reporting, SEC reporting, SEC Disclosures, Operational Risk..., Management Consulting, Business Strategy, Internal Controls, Financial Analysis, Financial Statement..., Due Diligence, Governance, Capital Markets, Investments, Analysis, Accounting, Banking Industry, Insurance Industry, Mining Industry, IFRS, SSAP, GAAP, FASB, SOX, Controller, Derivatives, Resourceful, Highly Adaptable, Charles River IMS, LMS, PAM, Visio, PowerPoint, Excel
Education
Florida Atlantic University 1985 — 1987
BBA
Charles River Development May 2015 - Present
Northern Trust Corporation March 2012 - March 2014
Non-Profits January 1999 - March 2012
RGA Reinsurance Company February 2011 - October 2011
Nyrstar September 2010 - January 2011
Lawson Software July 2010 - September 2010
Russell Investments March 2010 - July 2010
Various Independent Consulting Positions November 2008 - January 2010
Deutsche Bank 2007 - June 2008
Principal Financial Group May 2004 - October 2007
Skills
Investment Regulatory..., Charles River..., Compliance, Business Analysis, Process Engineering, Business Process..., Deciphering and..., Process Flow..., Presentation Development, Charles River System..., Financial Accounting..., Training Guides, Investment Accounting &..., Derivative Accounting..., Insurance Statutory..., Mortgage Loan..., Regulatory Reporting, NAIC Reporting, SEC reporting, SEC Disclosures, Operational Risk..., Management Consulting, Business Strategy, Internal Controls, Financial Analysis, Financial Statement..., Due Diligence, Governance, Capital Markets, Investments, Analysis, Accounting, Banking Industry, Insurance Industry, Mining Industry, IFRS, SSAP, GAAP, FASB, SOX, Controller, Derivatives, Resourceful, Highly Adaptable, Charles River IMS, LMS, PAM, Visio, PowerPoint, Excel
Education
Florida Atlantic University 1985 — 1987
BBA
Brett Deits's Russell Investments Experience June 2010 - Present
Job Portfolio Manager at Russell Investments
Industry Venture Capital & Private Equity
Experience
Russell Investments June 2010 - Present
BlackRock Alternative Advisors October 2007 - June 2010
Quellos Group, LLC October 2005 - June 2010
Quellos Financial Advisors 2002 - 2005
Skills
Private Equity, Financial Modeling, Hedge Funds, Alternative Investments, Fund Of Funds, Valuation, Portfolio Management, Asset Management, Bloomberg, Capital Markets, Investment Management, Equity Research, Fixed Income, Investments, Venture Capital, Real Estate
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
University of Washington
BA, Accounting
Russell Investments June 2010 - Present
BlackRock Alternative Advisors October 2007 - June 2010
Quellos Group, LLC October 2005 - June 2010
Quellos Financial Advisors 2002 - 2005
Skills
Private Equity, Financial Modeling, Hedge Funds, Alternative Investments, Fund Of Funds, Valuation, Portfolio Management, Asset Management, Bloomberg, Capital Markets, Investment Management, Equity Research, Fixed Income, Investments, Venture Capital, Real Estate
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
University of Washington
BA, Accounting
Sherry Lehmann, SPHR's Russell Investments Experience 1984 - 2007
Job Director of Human Resources at Laird Norton Wealth Management
Industry Human Resources
Experience
Laird Norton Wealth Management 2008 - Present
The Brighton Group 2008 - 2009
NW Diversity Council 2005 - 2008
Russell Investments 1984 - 2007
Education
Cornell University 2004 — 2006
Diversity Management Certificate
Pacific Lutheran University - School of Business 1982 — 1984
MBA, Business
Pacific Lutheran University - School of Business 1978 — 1981
Laird Norton Wealth Management 2008 - Present
The Brighton Group 2008 - 2009
NW Diversity Council 2005 - 2008
Russell Investments 1984 - 2007
Education
Cornell University 2004 — 2006
Diversity Management Certificate
Pacific Lutheran University - School of Business 1982 — 1984
MBA, Business
Pacific Lutheran University - School of Business 1978 — 1981
Paola Nealon's Russell Investments Experience March 2005 - April 2009
Job Experienced in Money Manager Selection for Institutional Clients
Industry Investment Management
Experience
Northern Trust Global Advisors June 2010 - February 2011
Russell Investments March 2005 - April 2009
BearingPoint February 1999 - December 2003
The Chart Group, LLP 1997 - 1998
Skills
Portfolio Management, Equities, Asset Management, Investments, Pensions, Asset Managment, Alternative Investments, Mutual Funds, Emerging Markets, Investment Strategies, Investment Management, Asset Allocation, Bloomberg
Education
Thunderbird School of Global Management 2004 — 2005
MBA, Global Finance
Colgate University 1993 — 1997
B.A., Spanish Major, Economics Minor
Northern Trust Global Advisors June 2010 - February 2011
Russell Investments March 2005 - April 2009
BearingPoint February 1999 - December 2003
The Chart Group, LLP 1997 - 1998
Skills
Portfolio Management, Equities, Asset Management, Investments, Pensions, Asset Managment, Alternative Investments, Mutual Funds, Emerging Markets, Investment Strategies, Investment Management, Asset Allocation, Bloomberg
Education
Thunderbird School of Global Management 2004 — 2005
MBA, Global Finance
Colgate University 1993 — 1997
B.A., Spanish Major, Economics Minor
Chuck Gebhardt's Russell Investments Experience Product ManagerRussell Investments1998 - Present
Job Product Manager at Russell Investments
Industry Financial Services
Experience
Russell Investments Product ManagerRussell Investments1998 - Present
Skills
Business Analysis, Strategic Planning, Software Project..., Investments, Project Management, Process Improvement, Agile Methodologies, Product Management, Business Strategy, Requirements Gathering, Cross-functional Team..., Portfolio Management, Vendor Management, Project Portfolio..., Equities, SDLC, Integration, PMO, Change Management, Risk Management, Program Management, Business Process..., IT Strategy, Business Process, Outsourcing, Enterprise Architecture, Strategy, PMP, Business Intelligence, Financial Services
Education
Colorado State University 1980 — 1984
Russell Investments Product ManagerRussell Investments1998 - Present
Skills
Business Analysis, Strategic Planning, Software Project..., Investments, Project Management, Process Improvement, Agile Methodologies, Product Management, Business Strategy, Requirements Gathering, Cross-functional Team..., Portfolio Management, Vendor Management, Project Portfolio..., Equities, SDLC, Integration, PMO, Change Management, Risk Management, Program Management, Business Process..., IT Strategy, Business Process, Outsourcing, Enterprise Architecture, Strategy, PMP, Business Intelligence, Financial Services
Education
Colorado State University 1980 — 1984
Jim Lathrop's Russell Investments Experience 2005 - Present
Job Regional Director at Russell Investment Group
Industry Financial Services
Experience
Russell Investments 2005 - Present
AllianceBernstein 2004 - 2005
Putnam Investments 1994 - 2004
Van Kampen Investments 1987 - 1994
Skills
Asset Allocation, ETFs, Alternative Investments, Mutual Funds, Investment Advisory, Asset Management, Investments, Investment Strategies, Wealth Management, Series 7, Separately Managed..., Financial Advisory, Hedge Funds, Retirement Planning, 401k, Series 24, Series 65, FINRA, Investment Management, Securities
Education
Dickinson College 1981 — 1985
BA, Policy and Management Studies
Russell Investments 2005 - Present
AllianceBernstein 2004 - 2005
Putnam Investments 1994 - 2004
Van Kampen Investments 1987 - 1994
Skills
Asset Allocation, ETFs, Alternative Investments, Mutual Funds, Investment Advisory, Asset Management, Investments, Investment Strategies, Wealth Management, Series 7, Separately Managed..., Financial Advisory, Hedge Funds, Retirement Planning, 401k, Series 24, Series 65, FINRA, Investment Management, Securities
Education
Dickinson College 1981 — 1985
BA, Policy and Management Studies
Fiona de Kerckhove's Russell Investments Experience December 2012 - April 2014
Job Principal Attorney at FDK LAW PLLC
Industry Law Practice
Experience
FDK LAW PLLC April 2014 - Present
The Jonathan C.S. Cox Family Foundation February 2005 - Present
Russell Investments December 2012 - April 2014
Fiona C. Cox, Attorney at Law, PLLC February 2009 - December 2012
JP Morgan & Chase (formerly, Washington Mutual) May 2007 - January 2009
San Francisco Ethics Commission September 2004 - December 2004
Cox Padmore Skolnik & Shakarchy February 2002 - August 2003
Amgen, Inc. July 1997 - January 2002
Skills
Contract Negotiation, Corporate Law, Analysis, Legal Writing, Mergers & Acquisitions, Nonprofits, Legal Research, Non-profits, Training, Negotiation, Corporate Governance, International Law, Mergers, Due Diligence, Policy, Appeals, Legal Advice, Legal Issues, Writing, Vendor Management, Litigation, Legal Assistance, Finance, Budgets, Contract Management, Tax Law, Research, Fundraising, Intellectual Property, Risk Management, Licensing, Real Estate, Administration, Foreclosures, Lease Negotiations, Asylum, Refugee Law, Non-profit Leadership
Education
University of Washington 2010 — 2011
Certificate, Nonprofit Management & Nonprofit Fundraising Management
Golden Gate University, School of Law 2003 — 2006
JD, Tax Law and International Law
University of Phoenix 1999 — 2003
BSIT, Networks & Telecommunications
University of Colorado Boulder 1997 — 1998
Communications Technology/Technician
Deakin University 1993 — 1993
Education
La Trobe University 1991 — 1991
Humanities/Humanistic Studies
Melbourne Rudolf Steiner School 1988 — 1989
High School
Ethel Walker School 1986 — 1988
High School
FDK LAW PLLC April 2014 - Present
The Jonathan C.S. Cox Family Foundation February 2005 - Present
Russell Investments December 2012 - April 2014
Fiona C. Cox, Attorney at Law, PLLC February 2009 - December 2012
JP Morgan & Chase (formerly, Washington Mutual) May 2007 - January 2009
San Francisco Ethics Commission September 2004 - December 2004
Cox Padmore Skolnik & Shakarchy February 2002 - August 2003
Amgen, Inc. July 1997 - January 2002
Skills
Contract Negotiation, Corporate Law, Analysis, Legal Writing, Mergers & Acquisitions, Nonprofits, Legal Research, Non-profits, Training, Negotiation, Corporate Governance, International Law, Mergers, Due Diligence, Policy, Appeals, Legal Advice, Legal Issues, Writing, Vendor Management, Litigation, Legal Assistance, Finance, Budgets, Contract Management, Tax Law, Research, Fundraising, Intellectual Property, Risk Management, Licensing, Real Estate, Administration, Foreclosures, Lease Negotiations, Asylum, Refugee Law, Non-profit Leadership
Education
University of Washington 2010 — 2011
Certificate, Nonprofit Management & Nonprofit Fundraising Management
Golden Gate University, School of Law 2003 — 2006
JD, Tax Law and International Law
University of Phoenix 1999 — 2003
BSIT, Networks & Telecommunications
University of Colorado Boulder 1997 — 1998
Communications Technology/Technician
Deakin University 1993 — 1993
Education
La Trobe University 1991 — 1991
Humanities/Humanistic Studies
Melbourne Rudolf Steiner School 1988 — 1989
High School
Ethel Walker School 1986 — 1988
High School
Gerry Lillis's Russell Investments Experience September 2004 - Present
Job Director, Relationship Management, Russell Investments
Industry Investment Management
Experience
Russell Investments September 2004 - Present
Russell Investments February 2005 - Present
J.P. Morgan July 1999 - February 2002
JP Morgan 1987 - 1999
J.P. Morgan February 1980 - July 1987
Skills
Alternative Investments, Relationship Management, Asset Managment, Investments, Asset Allocation, Investment Policy..., Wealth Management, Risk Management, Due Diligence, Portfolio Management, Derivatives, Pensions, Investment Strategies, Asset Management, Mutual Funds, Investor Relations, Fixed Income, Equities, Investment Management, Hedge Funds, ETFs, Series 63, Institutional..., Series 7, Fund Of Funds
Education
New York University, Stern School of Business 1981 — 1985
Graduate School of Business
Cornell University 1974 — 1978
Bachelor's Degree, Economics & Governmant
Chaminade High School, Mineola, NY 1970 — 1974
High School
Russell Investments September 2004 - Present
Russell Investments February 2005 - Present
J.P. Morgan July 1999 - February 2002
JP Morgan 1987 - 1999
J.P. Morgan February 1980 - July 1987
Skills
Alternative Investments, Relationship Management, Asset Managment, Investments, Asset Allocation, Investment Policy..., Wealth Management, Risk Management, Due Diligence, Portfolio Management, Derivatives, Pensions, Investment Strategies, Asset Management, Mutual Funds, Investor Relations, Fixed Income, Equities, Investment Management, Hedge Funds, ETFs, Series 63, Institutional..., Series 7, Fund Of Funds
Education
New York University, Stern School of Business 1981 — 1985
Graduate School of Business
Cornell University 1974 — 1978
Bachelor's Degree, Economics & Governmant
Chaminade High School, Mineola, NY 1970 — 1974
High School
Rich Farr's Russell Investments Experience July 2012 - Present
Job HR Business Partner/Director at Russell Investments
Industry Financial Services
Experience
Russell Investments July 2012 - Present
Grant Thornton LLP October 2007 - July 2012
Washington Mutual Bank September 2004 - October 2007
Washington Mutual Bank March 2001 - September 2004
Volt November 1998 - March 2001
Skills
Employee Relations, Workforce Planning, Talent Management, Human Resources, New Hire Orientations, Conflict Resolution, Employment Law, Organizational..., Policy, Interviews, Employee Benefits, Performance Management, Leadership Development, Change Management, Training, Strategy, Onboarding, Leadership, HR Policies, Succession Planning, HRIS, Talent Acquisition, Management, Personnel Management, Employee Engagement, Benefits Administration, Deferred Compensation, Organizational Design
Education
Colorado State University
MBA
Indiana University Bloomington
BA
Russell Investments July 2012 - Present
Grant Thornton LLP October 2007 - July 2012
Washington Mutual Bank September 2004 - October 2007
Washington Mutual Bank March 2001 - September 2004
Volt November 1998 - March 2001
Skills
Employee Relations, Workforce Planning, Talent Management, Human Resources, New Hire Orientations, Conflict Resolution, Employment Law, Organizational..., Policy, Interviews, Employee Benefits, Performance Management, Leadership Development, Change Management, Training, Strategy, Onboarding, Leadership, HR Policies, Succession Planning, HRIS, Talent Acquisition, Management, Personnel Management, Employee Engagement, Benefits Administration, Deferred Compensation, Organizational Design
Education
Colorado State University
MBA
Indiana University Bloomington
BA
Marietta Perkins's Russell Investments Experience April 2005 - April 2009
Job Retired
Industry Financial Services
Experience
Retired September 2015 - Present
Office of the Comptroller of the Currency October 2013 - Present
Comptroller of the Currency November 2010 - Present
Office of the Comptroller of the Currency November 2009 - Present
Russell Investments April 2005 - April 2009
Russell Investment Group 2009 - 2009
OFHEO November 2001 - March 2005
KPMG May 1993 - November 2001
Securities Risk Management June 1991 - May 1993
OCC September 1978 - July 1991
Skills
Risk Management, Asset Management, Banking, Financial Services, Governance, Process Improvement, Management, Due Diligence, Operational Risk..., Enterprise Risk..., Financial Risk, Portfolio Management, Capital Markets
Education
The University of South Dakota 1976 — 1979
MBA, Business Administration and Management, General
Concordia College 1973 — 1977
Lake Central High School 1969 — 1973
Diploma
Madison High School 1969 — 1973
Retired September 2015 - Present
Office of the Comptroller of the Currency October 2013 - Present
Comptroller of the Currency November 2010 - Present
Office of the Comptroller of the Currency November 2009 - Present
Russell Investments April 2005 - April 2009
Russell Investment Group 2009 - 2009
OFHEO November 2001 - March 2005
KPMG May 1993 - November 2001
Securities Risk Management June 1991 - May 1993
OCC September 1978 - July 1991
Skills
Risk Management, Asset Management, Banking, Financial Services, Governance, Process Improvement, Management, Due Diligence, Operational Risk..., Enterprise Risk..., Financial Risk, Portfolio Management, Capital Markets
Education
The University of South Dakota 1976 — 1979
MBA, Business Administration and Management, General
Concordia College 1973 — 1977
Lake Central High School 1969 — 1973
Diploma
Madison High School 1969 — 1973
Katy Lewis, CFA's Russell Investments Experience May 2011 - July 2012
Job Institutional Business Group at PIMCO
Industry Financial Services
Experience
PIMCO July 2012 - Present
Russell Investments May 2011 - July 2012
Callan Associates June 2009 - October 2010
Cowen and Company July 2004 - June 2007
Skills
Chartered Financial..., Equities, Financial Modeling, Alternative Investments, Fixed Income, Bloomberg, Asset Managment, Valuation, Asset Allocation, Hedge Funds, Investment Management, Private Equity, Investments, Derivatives, Mutual Funds
Education
Emory University
Bachelor of Arts, Economics; Finance
PIMCO July 2012 - Present
Russell Investments May 2011 - July 2012
Callan Associates June 2009 - October 2010
Cowen and Company July 2004 - June 2007
Skills
Chartered Financial..., Equities, Financial Modeling, Alternative Investments, Fixed Income, Bloomberg, Asset Managment, Valuation, Asset Allocation, Hedge Funds, Investment Management, Private Equity, Investments, Derivatives, Mutual Funds
Education
Emory University
Bachelor of Arts, Economics; Finance
Jake Abbott, CFA's Russell Investments Experience April 2009 - March 2013
Job Investment Strategist at Chamberlain Group
Industry Financial Services
Experience
Chamberlain Group March 2013 - Present
Russell Investments April 2009 - March 2013
Russell Investments September 2007 - April 2009
Skills
Bloomberg, Equities, Asset Managment, Investment Management, Investments, Portfolio Management, Investment Research
Education
Columbia University in the City of New York 2003 — 2007
Bachelor of Arts (B.A.), Economics/Operations Research
Chamberlain Group March 2013 - Present
Russell Investments April 2009 - March 2013
Russell Investments September 2007 - April 2009
Skills
Bloomberg, Equities, Asset Managment, Investment Management, Investments, Portfolio Management, Investment Research
Education
Columbia University in the City of New York 2003 — 2007
Bachelor of Arts (B.A.), Economics/Operations Research
Tobie Tyler, PHR's Russell Investments Experience November 2007 - March 2011
Job Benefits Manager at TrueBlue Inc.
Industry Financial Services
Experience
TrueBlue Inc. October 2014 - Present
TrueBlue Inc. March 2011 - Present
Russell Investments November 2007 - March 2011
BNY Mellon May 2002 - October 2007
Bank of New York Mellon 2006 - 2007
Mellon Analytical Solutions 2005 - 2007
Expedia 2001 - 2002
TRX 2000 - 2001
Eastern Washington University 1998 - 2000
Skills
Human Resources, Employee Benefits, Onboarding, Management, Deferred Compensation, HRIS, Benefits Administration, Employee Relations, Talent Acquisition, Coaching, Personnel Management, Recruiting, Change Management, Team Building, Third Party Vendor..., Contract Negotiation, Professional...
Education
Eastern Washington University 1998 — 2000
Bachelors, Human Resource Mgmt
Rogers High School 1992 — 1995
TrueBlue Inc. October 2014 - Present
TrueBlue Inc. March 2011 - Present
Russell Investments November 2007 - March 2011
BNY Mellon May 2002 - October 2007
Bank of New York Mellon 2006 - 2007
Mellon Analytical Solutions 2005 - 2007
Expedia 2001 - 2002
TRX 2000 - 2001
Eastern Washington University 1998 - 2000
Skills
Human Resources, Employee Benefits, Onboarding, Management, Deferred Compensation, HRIS, Benefits Administration, Employee Relations, Talent Acquisition, Coaching, Personnel Management, Recruiting, Change Management, Team Building, Third Party Vendor..., Contract Negotiation, Professional...
Education
Eastern Washington University 1998 — 2000
Bachelors, Human Resource Mgmt
Rogers High School 1992 — 1995
Naveen Reddy Kallu's Russell Investments Experience 2008 - 2009
Job Quantitatve Analyst at Standard & Poor's
Industry Investment Management
Experience
Standard & Poor's Investment Advisory Services 2009 - Present
Russell Investments 2008 - 2009
Harvest Fund Advisors LLC 2007 - 2008
Geewax, Terker & Co 2005 - 2007
Skills
Financial Modeling, Capital Markets, Portfolio Management, Equity Research, Valuation, Investments, Analytics, Trading, Analysis, Quantitative Analytics, Investment Management, Fixed Income, MBS, Bloomberg, Equities, Hedge Funds, Derivatives, Structured Products, Quantitative Finance, Alternative Investments, Bonds, Equity Derivatives, Financial Markets
Education
Drexel University 2002 — 2005
MBA
Drexel University
M.S.
Standard & Poor's Investment Advisory Services 2009 - Present
Russell Investments 2008 - 2009
Harvest Fund Advisors LLC 2007 - 2008
Geewax, Terker & Co 2005 - 2007
Skills
Financial Modeling, Capital Markets, Portfolio Management, Equity Research, Valuation, Investments, Analytics, Trading, Analysis, Quantitative Analytics, Investment Management, Fixed Income, MBS, Bloomberg, Equities, Hedge Funds, Derivatives, Structured Products, Quantitative Finance, Alternative Investments, Bonds, Equity Derivatives, Financial Markets
Education
Drexel University 2002 — 2005
MBA
Drexel University
M.S.
Patrick Fay's Russell Investments Experience January 2013 - May 2015
Job Global Head of Derivatives at FTSE Russell
Industry Financial Services
Experience
FTSE Russell May 2015 - Present
Russell Investments January 2013 - May 2015
CBOE June 2011 - March 2012
CBOE November 2006 - May 2011
CBOE January 2004 - October 2006
Nasdaq LIFFE Markets, LLC 2002 - 2004
CBOE 1999 - 2002
CBOE 1984 - 1999
Skills
Electronic Trading, Options, Equities, Derivatives, Trading Systems, Securities Regulation, Licensing, Start-ups, Clearing, Strategic Planning, Business Development, Trading, Trading Strategies, Equity Trading, Investments, Hedge Funds, Risk Management, Financial Services, Capital Markets, FINRA, Bloomberg, Portfolio Management, Series 7, Hedging, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.), Economics
Eastern Illinois University
Bachelor's degree, Computer/Information Technology Administration and Management
FTSE Russell May 2015 - Present
Russell Investments January 2013 - May 2015
CBOE June 2011 - March 2012
CBOE November 2006 - May 2011
CBOE January 2004 - October 2006
Nasdaq LIFFE Markets, LLC 2002 - 2004
CBOE 1999 - 2002
CBOE 1984 - 1999
Skills
Electronic Trading, Options, Equities, Derivatives, Trading Systems, Securities Regulation, Licensing, Start-ups, Clearing, Strategic Planning, Business Development, Trading, Trading Strategies, Equity Trading, Investments, Hedge Funds, Risk Management, Financial Services, Capital Markets, FINRA, Bloomberg, Portfolio Management, Series 7, Hedging, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.), Economics
Eastern Illinois University
Bachelor's degree, Computer/Information Technology Administration and Management
Eric Filion's Russell Investments Experience February 2005 - April 2009
Job Responsable Ventes et Marketing at Groupe MMA
Industry Medical Devices
Experience
Groupe MMA September 2012 - Present
Puroseptic October 2009 - September 2012
Russell Investments February 2005 - April 2009
Montreal Exchange March 2002 - 2005
sales Clarington Funds January 2001 - January 2002
sales Aim/Trimark January 1998 - January 2001
Nesbitt Burns January 1994 - January 1998
Skills
Sales, Investments, Marketing, Sales Operations, Human Resources, Quality Assurance, Asset Management, Portfolio Management, Mutual Funds, Investment Strategies, Wealth Management, Asset Allocation, Strategic Financial..., Equities, Risk Management, Fixed Income, Sales Management, Investment Advisory, Strategic Planning, Alternative Investments
Education
Fellow of the Canadian Institute
Canadian Securities Institute -- Canadian brokerage
HEC Montréal 1989 — 1991
B.Comm, Marketing
Hautes Études Commerciales 1988 — 1991
Bachelor, business
Ecole polytechnique
Civil engineer studies
Groupe MMA September 2012 - Present
Puroseptic October 2009 - September 2012
Russell Investments February 2005 - April 2009
Montreal Exchange March 2002 - 2005
sales Clarington Funds January 2001 - January 2002
sales Aim/Trimark January 1998 - January 2001
Nesbitt Burns January 1994 - January 1998
Skills
Sales, Investments, Marketing, Sales Operations, Human Resources, Quality Assurance, Asset Management, Portfolio Management, Mutual Funds, Investment Strategies, Wealth Management, Asset Allocation, Strategic Financial..., Equities, Risk Management, Fixed Income, Sales Management, Investment Advisory, Strategic Planning, Alternative Investments
Education
Fellow of the Canadian Institute
Canadian Securities Institute -- Canadian brokerage
HEC Montréal 1989 — 1991
B.Comm, Marketing
Hautes Études Commerciales 1988 — 1991
Bachelor, business
Ecole polytechnique
Civil engineer studies
Ryan Dooyema - CIMA®'s Russell Investments Experience July 2010 - Present
Job Regional Director at Russell Investments
Industry Financial Services
Experience
Russell Investments July 2010 - Present
Russell Investment Group August 2004 - June 2010
Strong Capital Management July 2003 - December 2004
Strong Capital Management January 2004 - August 2004
Skills
Investments, Mutual Funds, Investment Management, Series 7, Investment Strategies, Financial Advisory, Investment Advisory, Alternative Investments, Financial Services, Wealth Management, ETFs, Series 63, Asset Allocation, Asset Management, Retirement Planning, Separately Managed...
Education
Dordt College 1999 — 2003
Business & Spanish, Finance
Russell Investments July 2010 - Present
Russell Investment Group August 2004 - June 2010
Strong Capital Management July 2003 - December 2004
Strong Capital Management January 2004 - August 2004
Skills
Investments, Mutual Funds, Investment Management, Series 7, Investment Strategies, Financial Advisory, Investment Advisory, Alternative Investments, Financial Services, Wealth Management, ETFs, Series 63, Asset Allocation, Asset Management, Retirement Planning, Separately Managed...
Education
Dordt College 1999 — 2003
Business & Spanish, Finance
Richard Voorhees's Russell Investments Experience October 2005 - January 2007
Job A Little Too Rambunctious
Industry Publishing
Experience
A Little Too Rambunctious January 2015 - Present
The Royal and Ancient Golf Curse June 2014 - Present
The World's Oldest Professions (A Dictionary) July 1988 - Present
Shooting Genji November 2010 - Present
Alliance Francaise de San Francisco October 2012 - Present
Alliance Francaise de San Francisco 2012 - Present
Milliman, Inc. July 2007 - October 2010
Russell Investments October 2005 - January 2007
Milliman & Robertson January 1998 - May 2004
Frank Russell January 1996 - January 1998
Skills
Newsletters, Editing, Blogging, Proofreading, Social Media, Copy Editing, Marketing Communications, Journalism, Content Management, Fundraising, Web Content, Press Releases, Content Development, Editorial, Public Relations, Photoshop, Non-profits, Copywriting, Publications, Nonprofits, Photography, Internal Communications, Corporate Communications, Publishing, Content Strategy, Strategic Communications, Books, Social Networking
Education
Dartmouth College 1976 — 1980
Bachelor of Arts (B.A.), English, summa cum laude
l'Universite de Paris III (Censier) 1984 — 1985
Graduate Studies in Film and Literary Criticism
Roosevelt High School 1972 — 1976
A Little Too Rambunctious January 2015 - Present
The Royal and Ancient Golf Curse June 2014 - Present
The World's Oldest Professions (A Dictionary) July 1988 - Present
Shooting Genji November 2010 - Present
Alliance Francaise de San Francisco October 2012 - Present
Alliance Francaise de San Francisco 2012 - Present
Milliman, Inc. July 2007 - October 2010
Russell Investments October 2005 - January 2007
Milliman & Robertson January 1998 - May 2004
Frank Russell January 1996 - January 1998
Skills
Newsletters, Editing, Blogging, Proofreading, Social Media, Copy Editing, Marketing Communications, Journalism, Content Management, Fundraising, Web Content, Press Releases, Content Development, Editorial, Public Relations, Photoshop, Non-profits, Copywriting, Publications, Nonprofits, Photography, Internal Communications, Corporate Communications, Publishing, Content Strategy, Strategic Communications, Books, Social Networking
Education
Dartmouth College 1976 — 1980
Bachelor of Arts (B.A.), English, summa cum laude
l'Universite de Paris III (Censier) 1984 — 1985
Graduate Studies in Film and Literary Criticism
Roosevelt High School 1972 — 1976
Pamela Dawson's Russell Investments Experience 2010 - Present
Job Director of Bank Channel, Russell Investments
Industry Financial Services
Experience
Russell Investments 2010 - Present
US Bank May 2009 - April 2010
AIG SunAmerica May 2001 - May 2009
Washington Mutual October 1996 - February 2001
Wells Fargo/First Interstate September 1993 - November 1996
Skills
Series 7, Series 65, Wealth Management, Mutual Funds, Series 24, Series 63, Relationship Management, Investments, IRAs, Variable Annuities, Retirement Planning, Retirement, Sales Management, Financial Services, Fixed Annuities, Asset Allocation, Finance, Strategic Financial..., Series 6, Life Insurance, FINRA, Securities, ETFs, Investment Strategies, Alternative Investments, Investment Advisory, Investment Management, Financial Planning
Education
Buckley School Of Public Speaking
Public Speaking
Elizabethtown College
BA, Communications with minor in Business
University of Pennsylvania - The Wharton School
Russell Investments 2010 - Present
US Bank May 2009 - April 2010
AIG SunAmerica May 2001 - May 2009
Washington Mutual October 1996 - February 2001
Wells Fargo/First Interstate September 1993 - November 1996
Skills
Series 7, Series 65, Wealth Management, Mutual Funds, Series 24, Series 63, Relationship Management, Investments, IRAs, Variable Annuities, Retirement Planning, Retirement, Sales Management, Financial Services, Fixed Annuities, Asset Allocation, Finance, Strategic Financial..., Series 6, Life Insurance, FINRA, Securities, ETFs, Investment Strategies, Alternative Investments, Investment Advisory, Investment Management, Financial Planning
Education
Buckley School Of Public Speaking
Public Speaking
Elizabethtown College
BA, Communications with minor in Business
University of Pennsylvania - The Wharton School
Joe Kurtis's Russell Investments Experience 2010 - Present
Job Director at Russell Investments
Industry Financial Services
Experience
Russell Investments 2010 - Present
Russell Investments 2008 - 2010
Russell Investments 2004 - 2008
Russell Investments 2001 - 2004
UBS 1999 - 2001
Russell Investments 1994 - 1999
Skills
Investments, Asset Management, Mutual Funds, Leadership, Risk Management, Investment Management, Strategy
Education
Fielding Graduate University 2010 — 2014
Ph.D., Human and Organizational Systems, Systems Science and Theory
Fielding Graduate University 2010 — 2012
Master of Arts in Human and Organizational Systems, Systems Science and Theory
University of Puget Sound
BS, Business Administration / Accounting
Russell Investments 2010 - Present
Russell Investments 2008 - 2010
Russell Investments 2004 - 2008
Russell Investments 2001 - 2004
UBS 1999 - 2001
Russell Investments 1994 - 1999
Skills
Investments, Asset Management, Mutual Funds, Leadership, Risk Management, Investment Management, Strategy
Education
Fielding Graduate University 2010 — 2014
Ph.D., Human and Organizational Systems, Systems Science and Theory
Fielding Graduate University 2010 — 2012
Master of Arts in Human and Organizational Systems, Systems Science and Theory
University of Puget Sound
BS, Business Administration / Accounting
Charles M. Wright, CFA's Russell Investments Experience August 2013 - Present
Job Director, Institutional Sales: Nonprofit Investment Solutions at Russell Investments
Industry Financial Services
Experience
Russell Investments August 2013 - Present
Northern Trust August 2010 - July 2013
Wall Street Access & Kelleher Family Wealth Management January 2008 - September 2009
Pax World Funds 1999 - 2008
H. G. Wellingrton & Compnay & Co., Inc. July 1995 - June 1999
Wells Fargo January 1992 - December 1994
Citi August 1987 - February 1989
Skills
CFA, Wealth Management, New Business Development, Non-profits, Investment Management, Endowment Funds, Foundations, Non-profit Boards, Nonprofits, Series 7, Asset Allocation, Asset Management, Chartered Financial..., Equities, Financial Services, Hedge Funds, Investments, Strategy, Wealth Management...
Education
Hamilton College 1983 — 1987
Bachelor of Arts (B.A.), Psychology
Emory University 1985 — 1985
Visiting Student
Greenwich High School 1980 — 1983
Parkway School - Greenwich CT
Russell Investments August 2013 - Present
Northern Trust August 2010 - July 2013
Wall Street Access & Kelleher Family Wealth Management January 2008 - September 2009
Pax World Funds 1999 - 2008
H. G. Wellingrton & Compnay & Co., Inc. July 1995 - June 1999
Wells Fargo January 1992 - December 1994
Citi August 1987 - February 1989
Skills
CFA, Wealth Management, New Business Development, Non-profits, Investment Management, Endowment Funds, Foundations, Non-profit Boards, Nonprofits, Series 7, Asset Allocation, Asset Management, Chartered Financial..., Equities, Financial Services, Hedge Funds, Investments, Strategy, Wealth Management...
Education
Hamilton College 1983 — 1987
Bachelor of Arts (B.A.), Psychology
Emory University 1985 — 1985
Visiting Student
Greenwich High School 1980 — 1983
Parkway School - Greenwich CT
Nancy Orr's Russell Investments Experience February 2008 - April 2009
Job Available: Internal Audit / Compliance Professional
Industry Financial Services
Experience
Available - June 2015 - Present
DineEquity, Inc. September 2012 - January 2015
. February 2008 - March 2012
Russell Investments February 2008 - April 2009
Palo Alto Compliance Consulting Firm and for Self as Consultant 2006 - 2008
Wells Fargo 2002 - 2005
Robertson Stephens / FleetBoston Financial 2000 - 2002
Charles Schwab 1999 - 2000
American Century Investments 1997 - 1999
Chicago Mercantile Exchange 1993 - 1997
Skills
Enterprise Risk..., Risk Management, Financial Risk, Governance, Corporate Governance, Process Improvement, Business Process..., Financial Analysis, Business Continuity, Vendor Management, Finance, Internal Audit, Financial Services, Sarbanes-Oxley Act, Internal Controls, Anti Money Laundering, Banking
Education
DePaul University
Bachelor of Science (B.S.), Accounting
Available - June 2015 - Present
DineEquity, Inc. September 2012 - January 2015
. February 2008 - March 2012
Russell Investments February 2008 - April 2009
Palo Alto Compliance Consulting Firm and for Self as Consultant 2006 - 2008
Wells Fargo 2002 - 2005
Robertson Stephens / FleetBoston Financial 2000 - 2002
Charles Schwab 1999 - 2000
American Century Investments 1997 - 1999
Chicago Mercantile Exchange 1993 - 1997
Skills
Enterprise Risk..., Risk Management, Financial Risk, Governance, Corporate Governance, Process Improvement, Business Process..., Financial Analysis, Business Continuity, Vendor Management, Finance, Internal Audit, Financial Services, Sarbanes-Oxley Act, Internal Controls, Anti Money Laundering, Banking
Education
DePaul University
Bachelor of Science (B.S.), Accounting
Richard M. Potocki's Russell Investments Experience February 2011 - September 2012
Job Managing Director at Van Eck Global
Industry Investment Management
Experience
Van Eck Global November 2012 - Present
Russell Investments February 2011 - September 2012
RNC Genter Capital Management November 2009 - January 2011
J. & W. Seligman April 1998 - July 2008
W.E. Simon & Sons Municipals, Inc. February 1990 - March 1998
Education
Duke University
Bachelor of Arts (B.A.)
Van Eck Global November 2012 - Present
Russell Investments February 2011 - September 2012
RNC Genter Capital Management November 2009 - January 2011
J. & W. Seligman April 1998 - July 2008
W.E. Simon & Sons Municipals, Inc. February 1990 - March 1998
Education
Duke University
Bachelor of Arts (B.A.)
James Stevens's Russell Investments Experience September 2014 - Present
Job Business Development Director Defined Contribution at Russell Investments
Industry Financial Services
Experience
Russell Investments September 2014 - Present
TRUSTIVO LLC and TRUSTIVO Technologies December 2012 - September 2014
Invesco Ltd. 2010 - 2012
Van Kampen Investments/Morgan Stanley Investment Management 1996 - 2010
Fidelity Investments 1994 - 1996
PaineWebber 1987 - 1995
Skills
Sales Management, Defined Contribution, Investment Strategies, Account Management, Marketing Strategy, Sub-Advisory, New Business Development, Mutual Funds, Relationship Management, Portfolio Management, Business Development, CRM, Leadership, Series 7, Strategic Partnerships, Strategy, Alternative Investments, Wealth Management, Asset Management, Investments
Education
Denison University
BA, Economics
Russell Investments September 2014 - Present
TRUSTIVO LLC and TRUSTIVO Technologies December 2012 - September 2014
Invesco Ltd. 2010 - 2012
Van Kampen Investments/Morgan Stanley Investment Management 1996 - 2010
Fidelity Investments 1994 - 1996
PaineWebber 1987 - 1995
Skills
Sales Management, Defined Contribution, Investment Strategies, Account Management, Marketing Strategy, Sub-Advisory, New Business Development, Mutual Funds, Relationship Management, Portfolio Management, Business Development, CRM, Leadership, Series 7, Strategic Partnerships, Strategy, Alternative Investments, Wealth Management, Asset Management, Investments
Education
Denison University
BA, Economics
Carrie Luetzow's Russell Investments Experience June 2011 - Present
Job Fixed Income Sr Product Manager at Russell Investments
Industry Financial Services
Experience
Russell Investments June 2011 - Present
FACTSET RESEARCH SYSTEMS, INC February 2007 - December 2010
DERIVATIVE SOLUTIONS September 2003 - January 2006
Skills
Fixed Income, Structured Products, Derivatives, Credit Derivatives, Bloomberg, FactSet Fixed Income, Wilshire Axiom, Performance Attribution, Investment Management, Bonds, Risk Metrics, Investments, Investment Banking, Market Risk, Interest Rate..., Finance, Securities, Credit, Asset Management
Education
University of Reading 2002 — 2003
MSc, International Securities and Investment Banking
College of Charleston 1999 — 2002
BSc, Business Administration
Russell Investments June 2011 - Present
FACTSET RESEARCH SYSTEMS, INC February 2007 - December 2010
DERIVATIVE SOLUTIONS September 2003 - January 2006
Skills
Fixed Income, Structured Products, Derivatives, Credit Derivatives, Bloomberg, FactSet Fixed Income, Wilshire Axiom, Performance Attribution, Investment Management, Bonds, Risk Metrics, Investments, Investment Banking, Market Risk, Interest Rate..., Finance, Securities, Credit, Asset Management
Education
University of Reading 2002 — 2003
MSc, International Securities and Investment Banking
College of Charleston 1999 — 2002
BSc, Business Administration
Jay Gentry, CIMA's Russell Investments Experience April 2004 - June 2015
Job Southeast Division Manager Senior Vice President at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds June 2015 - Present
Russell Investments April 2004 - June 2015
U.S. Trust Company 2000 - 2004
Morgan Stanley 1995 - 2000
Merrill Lynch 1989 - 1995
Skills
Investments, Asset Allocation, Alternative Investments, Mutual Funds, Series 7, Investment Strategies, ETFs, Asset Management, Investment Management, Series 63, Wealth Management, Investment Advisory, Separately Managed..., Equities, Hedge Funds, Management, Portfolio Management, Fixed Income, Securities, Series 24, Retirement Planning, Financial Services, Capital Markets
Education
Georgia State University - J. Mack Robinson College of Business 1986 — 1988
MBA, Finance
Emory University - Goizueta Business School 1981 — 1985
BBA, Finance
OppenheimerFunds June 2015 - Present
Russell Investments April 2004 - June 2015
U.S. Trust Company 2000 - 2004
Morgan Stanley 1995 - 2000
Merrill Lynch 1989 - 1995
Skills
Investments, Asset Allocation, Alternative Investments, Mutual Funds, Series 7, Investment Strategies, ETFs, Asset Management, Investment Management, Series 63, Wealth Management, Investment Advisory, Separately Managed..., Equities, Hedge Funds, Management, Portfolio Management, Fixed Income, Securities, Series 24, Retirement Planning, Financial Services, Capital Markets
Education
Georgia State University - J. Mack Robinson College of Business 1986 — 1988
MBA, Finance
Emory University - Goizueta Business School 1981 — 1985
BBA, Finance
Brian Zorb's Russell Investments Experience June 2008 - August 2008
Job Investment Officer at George Kaiser Family Foundation
Industry Investment Management
Experience
George Kaiser Family Foundation October 2012 - Present
DUMAC July 2009 - September 2012
Russell Investments June 2008 - August 2008
RBC Wealth Management May 2007 - August 2007
Skills
Financial Analysis, Due Diligence, Research, Hedge Funds, Asset Management, Investments, Fixed Income, Investment Management, Equities, Asset Managment, Commodity, Securities, Alternative Investments, Derivatives, Currency, Private Equity, Financial Modeling, Asset Allocation
Education
Duke University 2005 — 2009
BS, Economics
George Kaiser Family Foundation October 2012 - Present
DUMAC July 2009 - September 2012
Russell Investments June 2008 - August 2008
RBC Wealth Management May 2007 - August 2007
Skills
Financial Analysis, Due Diligence, Research, Hedge Funds, Asset Management, Investments, Fixed Income, Investment Management, Equities, Asset Managment, Commodity, Securities, Alternative Investments, Derivatives, Currency, Private Equity, Financial Modeling, Asset Allocation
Education
Duke University 2005 — 2009
BS, Economics
Kerry Galvin, CFA's Russell Investments Experience March 2015 - Present
Job Consultant at Russell Investments
Industry Investment Management
Experience
Russell Investments March 2015 - Present
Russell Investments 2006 - Present
Skills
Defined Benefit, Defined Contribution, Non-profits, Manager Research, Hedge Funds, Target Date Funds, Performance Measurement, Asset Allocation, Risk Managament, Portfolio Construction, Institutional..., Relationship Management, Investment Research, Strategy, Due Diligence
Education
Fordham Gabelli School of Business 2001 — 2007
MBA, Finance & Management
University of Massachusetts, Amherst 1993 — 1997
BS, Biology
Russell Investments March 2015 - Present
Russell Investments 2006 - Present
Skills
Defined Benefit, Defined Contribution, Non-profits, Manager Research, Hedge Funds, Target Date Funds, Performance Measurement, Asset Allocation, Risk Managament, Portfolio Construction, Institutional..., Relationship Management, Investment Research, Strategy, Due Diligence
Education
Fordham Gabelli School of Business 2001 — 2007
MBA, Finance & Management
University of Massachusetts, Amherst 1993 — 1997
BS, Biology
Ryan Erickson's Russell Investments Experience July 2013 - April 2015
Job Fund Analyst TPH Asset Management at Tudor, Pickering, Holt & Co.
Industry Financial Services
Experience
Tudor, Pickering, Holt & Co. April 2015 - Present
Russell Investments July 2013 - April 2015
BNY Mellon February 2013 - July 2013
Expeditors International February 2011 - February 2013
Banner Bank 2010 - 2011
Skills
Investments, Derivatives, Trading Operations, Management, Microsoft Office, Financial Analysis, Collateral Management, Project Management, Business Strategy, Analytics, Banking, Risk Analytics, Bloomberg Terminal, Vendor Management, Fund Administration
Education
Northern Arizona University, College of Business Administration 2009 — 2010
Master of Business Administration, Management
Fort Lewis College 2006 — 2009
Bachelor of Arts in Business Administration, Management
Tudor, Pickering, Holt & Co. April 2015 - Present
Russell Investments July 2013 - April 2015
BNY Mellon February 2013 - July 2013
Expeditors International February 2011 - February 2013
Banner Bank 2010 - 2011
Skills
Investments, Derivatives, Trading Operations, Management, Microsoft Office, Financial Analysis, Collateral Management, Project Management, Business Strategy, Analytics, Banking, Risk Analytics, Bloomberg Terminal, Vendor Management, Fund Administration
Education
Northern Arizona University, College of Business Administration 2009 — 2010
Master of Business Administration, Management
Fort Lewis College 2006 — 2009
Bachelor of Arts in Business Administration, Management
Peter Fink's Russell Investments Experience 2001 - 2005
Job Senior Vice President at Kensington Capital Partners Limited
Industry Investment Management
Experience
Kensington Capital Partners Limited October 2013 - Present
Kensington Capital Partners Limited: Smart Alternatives October 2013 - Present
FLAG Capital Mangement October 2011 - July 2013
Private Advisors, LLC November 2007 - March 2012
Russell Investment Group September 2005 - March 2007
Russell Investments 2001 - 2005
Citibank 1985 - 2001
Skills
Investor Relations, Relationship Management, Private Equity, Institutional..., Alternative Investments, Hedge Funds, Asset Management, Asset Allocation, Fixed Income, Investment Management, Business Development, Venture Capital, Fund Of Funds, Investments, Investment Strategies
Education
Columbia University - Columbia Business School
MBA, Finance, International Business
University of Tennessee-Knoxville
University of Toronto
B. Comm, Economics, Finance
Kensington Capital Partners Limited October 2013 - Present
Kensington Capital Partners Limited: Smart Alternatives October 2013 - Present
FLAG Capital Mangement October 2011 - July 2013
Private Advisors, LLC November 2007 - March 2012
Russell Investment Group September 2005 - March 2007
Russell Investments 2001 - 2005
Citibank 1985 - 2001
Skills
Investor Relations, Relationship Management, Private Equity, Institutional..., Alternative Investments, Hedge Funds, Asset Management, Asset Allocation, Fixed Income, Investment Management, Business Development, Venture Capital, Fund Of Funds, Investments, Investment Strategies
Education
Columbia University - Columbia Business School
MBA, Finance, International Business
University of Tennessee-Knoxville
University of Toronto
B. Comm, Economics, Finance
Joshua Mastel's Russell Investments Experience August 2013 - Present
Job Insitutional Trading and Rebalancing Analyst at Russell Investments
Industry Financial Services
Experience
Russell Investments August 2013 - Present
Ten Capital Investment Advisors LLC February 2012 - August 2013
Waypoint Systems LLC. August 2011 - October 2012
SERE Solutions August 2006 - August 2011
Eastern Washington University July 2004 - July 2011
United States Air Force April 1998 - November 2002
Skills
Teaching, Higher Education, Public Speaking, Leadership Development, Research, Curriculum Development, Curriculum Design, Strategic Planning, Data Analysis, Strategic Communications, Team Building, University Teaching, Adult Education
Education
Eastern Washington University 2006 — 2009
Bachelors, Finance and Economics
Spokane Falls Community College 2003 — 2005
Associate of Arts (A.A.), Business Administration, Management and Operations
Russell Investments August 2013 - Present
Ten Capital Investment Advisors LLC February 2012 - August 2013
Waypoint Systems LLC. August 2011 - October 2012
SERE Solutions August 2006 - August 2011
Eastern Washington University July 2004 - July 2011
United States Air Force April 1998 - November 2002
Skills
Teaching, Higher Education, Public Speaking, Leadership Development, Research, Curriculum Development, Curriculum Design, Strategic Planning, Data Analysis, Strategic Communications, Team Building, University Teaching, Adult Education
Education
Eastern Washington University 2006 — 2009
Bachelors, Finance and Economics
Spokane Falls Community College 2003 — 2005
Associate of Arts (A.A.), Business Administration, Management and Operations
Roger Higle's Russell Investments Experience 1991 - 1998
Job Director, Business Development at Realty Executives Northern Arizona
Industry Real Estate
Experience
Realty Executives Northern Arizona August 2015 - Present
Keller Williams Check Realty July 2012 - August 2015
Group 46:10, LLC January 2012 - July 2012
KELLER WILLIAMS December 2007 - December 2011
Prudential, Tierra Antigua, Keller Williams 2001 - 2007
AIB Govett USA 1998 - 2000
Russell Investments 1991 - 1998
Weyerhaeuser 1984 - 1990
New York Telephone (AT&T) 1979 - 1981
WNEW-TV Metromedia 1976 - 1979
Skills
Real Estate, REO, Real Estate Transactions, Foreclosures, Sales, Marketing Communications, Short Sales, Relocation, Sellers, Luxury, Investors, Investment Properties, Single Family Homes, Home, Property Management, Residential Homes, Selling, Brokerage, Real Estate Development, Leases, Real Property, Marketing, Investments, Teaching, Team Leadership
Education
University of Denver 1968 — 1968
Masters Program, Public Relations and Communications
Colgate University 1963 — 1967
B.A., Modern European History
Realty Executives Northern Arizona August 2015 - Present
Keller Williams Check Realty July 2012 - August 2015
Group 46:10, LLC January 2012 - July 2012
KELLER WILLIAMS December 2007 - December 2011
Prudential, Tierra Antigua, Keller Williams 2001 - 2007
AIB Govett USA 1998 - 2000
Russell Investments 1991 - 1998
Weyerhaeuser 1984 - 1990
New York Telephone (AT&T) 1979 - 1981
WNEW-TV Metromedia 1976 - 1979
Skills
Real Estate, REO, Real Estate Transactions, Foreclosures, Sales, Marketing Communications, Short Sales, Relocation, Sellers, Luxury, Investors, Investment Properties, Single Family Homes, Home, Property Management, Residential Homes, Selling, Brokerage, Real Estate Development, Leases, Real Property, Marketing, Investments, Teaching, Team Leadership
Education
University of Denver 1968 — 1968
Masters Program, Public Relations and Communications
Colgate University 1963 — 1967
B.A., Modern European History
Smruthy Viswanathan's Russell Investments Experience January 2014 - Present
Job Credit Risk @ Russell Investments
Industry Financial Services
Experience
Russell Investments January 2014 - Present
Barclays March 2011 - January 2014
Aviva Investors June 2010 - August 2010
Center for Research and Environmental Decisions March 2010 - June 2010
Fresh Direct September 2009 - April 2010
Columbia University August 2009 - December 2009
Skills
Data Analysis, Matlab, VBA, Analysis, Databases, Derivatives, C++, Fixed Income, Market Risk, SQL, C, Financial Risk, Equities, Risk Management, Financial Modeling
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2010
MS, Engineering Management
College of Engineering Guindy, Chennai 2005 — 2009
BE, Electronics and Communication Engineering
Russell Investments January 2014 - Present
Barclays March 2011 - January 2014
Aviva Investors June 2010 - August 2010
Center for Research and Environmental Decisions March 2010 - June 2010
Fresh Direct September 2009 - April 2010
Columbia University August 2009 - December 2009
Skills
Data Analysis, Matlab, VBA, Analysis, Databases, Derivatives, C++, Fixed Income, Market Risk, SQL, C, Financial Risk, Equities, Risk Management, Financial Modeling
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2010
MS, Engineering Management
College of Engineering Guindy, Chennai 2005 — 2009
BE, Electronics and Communication Engineering
Karen Bryant Perkins's Russell Investments Experience January 2007 - Present
Job Director, Business Planning & Management, Indexes at Russell Investments
Industry Investment Management
Experience
Russell Investments January 2007 - Present
NATIONAL GEOGRAPHIC VENTURES July 1993 - May 2006
Internal Revenue Service April 1992 - July 1993
Paramount Pictures June 1987 - November 1991
Ernst & Young January 1985 - June 1987
Education
Drake University
Bachelor of Science, Business Administration-Accounting and Computer Information Systems
Russell Investments January 2007 - Present
NATIONAL GEOGRAPHIC VENTURES July 1993 - May 2006
Internal Revenue Service April 1992 - July 1993
Paramount Pictures June 1987 - November 1991
Ernst & Young January 1985 - June 1987
Education
Drake University
Bachelor of Science, Business Administration-Accounting and Computer Information Systems
Nicole Milbradt's Russell Investments Experience May 1996 - May 2003
Job
Industry Marketing and Advertising
Experience
United Way of Pierce County May 2003 - Present
Russell Investments May 1996 - May 2003
Interstate Distributor Co. September 1995 - May 1996
Colorado State University-Pueblo September 1990 - June 1995
The Pueblo Chieftain May 1994 - September 1994
Skills
Integrated Marketing, Marketing Communications, Event Management, Writing, Media Relations, Press Releases, Public Relations, Brand Management, Web Development, Web Analytics, SEO, SEM, Social Media Marketing, Advertising, Marketing Strategy, Mobile Marketing, Video Production, Marketing, Editing, Blogging, Photoshop, Nonprofits, Organization, Google Adwords, Google Analytics
Education
Colorado State University-Pueblo 1990 — 1994
BA, Mass Communications
United Way of Pierce County May 2003 - Present
Russell Investments May 1996 - May 2003
Interstate Distributor Co. September 1995 - May 1996
Colorado State University-Pueblo September 1990 - June 1995
The Pueblo Chieftain May 1994 - September 1994
Skills
Integrated Marketing, Marketing Communications, Event Management, Writing, Media Relations, Press Releases, Public Relations, Brand Management, Web Development, Web Analytics, SEO, SEM, Social Media Marketing, Advertising, Marketing Strategy, Mobile Marketing, Video Production, Marketing, Editing, Blogging, Photoshop, Nonprofits, Organization, Google Adwords, Google Analytics
Education
Colorado State University-Pueblo 1990 — 1994
BA, Mass Communications
Jennifer Buckner's Russell Investments Experience February 2013 - September 2013
Job Executive Assistant & Tax Coordinator at Oil States International
Industry Oil & Energy
Experience
Oil States International May 2015 - Present
zulily March 2014 - April 2015
Russell Investments February 2013 - September 2013
Colliers International November 2011 - November 2012
Colliers International March 2011 - November 2011
Campus Apartments June 2010 - January 2011
Wicked AZ Coffee June 2009 - May 2010
Fort Lewis College January 2009 - May 2009
Fort Lewis College Foundation January 2006 - May 2009
Skills
Social Media, Event Planning, Marketing, Microsoft Office, Customer Service, Social Media Marketing, Event Management, Marketing Communications, PowerPoint, Public Relations, Public Speaking, System Administration, Microsoft Excel, Microsoft Word, Social Networking, Fundraising, Advertising, Recruiting, Administration
Education
Fort Lewis College 2005 — 2009
B.A., Exercise Science Specialist Option
Oil States International May 2015 - Present
zulily March 2014 - April 2015
Russell Investments February 2013 - September 2013
Colliers International November 2011 - November 2012
Colliers International March 2011 - November 2011
Campus Apartments June 2010 - January 2011
Wicked AZ Coffee June 2009 - May 2010
Fort Lewis College January 2009 - May 2009
Fort Lewis College Foundation January 2006 - May 2009
Skills
Social Media, Event Planning, Marketing, Microsoft Office, Customer Service, Social Media Marketing, Event Management, Marketing Communications, PowerPoint, Public Relations, Public Speaking, System Administration, Microsoft Excel, Microsoft Word, Social Networking, Fundraising, Advertising, Recruiting, Administration
Education
Fort Lewis College 2005 — 2009
B.A., Exercise Science Specialist Option
Chad Ryal's Russell Investments Experience May 2010 - August 2010
Job Analyst, Investment Banking at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2014 - Present
TIAA-CREF July 2012 - August 2014
Barclays Capital June 2011 - August 2011
Hess Corporation January 2011 - May 2011
Russell Investments May 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Market Research, DCF Valuation, LBO Modeling, Comparable Analysis, Stock Options Valuation, Equity Research, Business Modeling, LBO, Equities, Mergers & Acquisitions, High Yield Bonds, Leveraged Lending, Distressed Debt, Bloomberg
Education
Cornell University 2010 — 2012
B.S., Industrial and Labor Relations
University of Illinois at Urbana-Champaign 2008 — 2009
Candidate for B.A., East Asian Languages
Glenbard North
Credit Suisse September 2014 - Present
TIAA-CREF July 2012 - August 2014
Barclays Capital June 2011 - August 2011
Hess Corporation January 2011 - May 2011
Russell Investments May 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Market Research, DCF Valuation, LBO Modeling, Comparable Analysis, Stock Options Valuation, Equity Research, Business Modeling, LBO, Equities, Mergers & Acquisitions, High Yield Bonds, Leveraged Lending, Distressed Debt, Bloomberg
Education
Cornell University 2010 — 2012
B.S., Industrial and Labor Relations
University of Illinois at Urbana-Champaign 2008 — 2009
Candidate for B.A., East Asian Languages
Glenbard North
Michael Auger's Russell Investments Experience 1997 - Present
Job Regional Director at Russell Investments
Industry Investment Management
Experience
Russell Investments 1997 - Present
Consolidated International Group 1992 - 1997
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Finance, General
Worcester Polytechnic Institute
Bachelor of Science (BS), Civil Engineering
Russell Investments 1997 - Present
Consolidated International Group 1992 - 1997
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Finance, General
Worcester Polytechnic Institute
Bachelor of Science (BS), Civil Engineering
Robert Rizk CFA's Russell Investments Experience July 2006 - April 2007
Job Associate Investor Relations at Third Eye Capital
Industry Investment Management
Experience
Third Eye Capital April 2014 - Present
Portfolio Strategies Securities Inc October 2011 - September 2013
Cumberland Private Wealth Management Inc. July 2010 - January 2012
Provisus Wealth Management May 2007 - April 2010
Russell Investments July 2006 - April 2007
First Asset Advisory Services June 2005 - June 2006
Skills
Business Development, Strategic Financial..., Portfolio Management, Sales, Investments, Mutual Funds, Wealth Management, Securities, Asset Management, Retirement Planning, Investment Strategies, Alternative Investments, Equities, Fixed Income, Investment Advisory, Financial Services, Financial Planning, Wealth, Capital Markets
Education
Concordia University 1996 — 2000
BCOM, Finance
CFA Institute
Bachelor of Commerce (B.Com.)
Third Eye Capital April 2014 - Present
Portfolio Strategies Securities Inc October 2011 - September 2013
Cumberland Private Wealth Management Inc. July 2010 - January 2012
Provisus Wealth Management May 2007 - April 2010
Russell Investments July 2006 - April 2007
First Asset Advisory Services June 2005 - June 2006
Skills
Business Development, Strategic Financial..., Portfolio Management, Sales, Investments, Mutual Funds, Wealth Management, Securities, Asset Management, Retirement Planning, Investment Strategies, Alternative Investments, Equities, Fixed Income, Investment Advisory, Financial Services, Financial Planning, Wealth, Capital Markets
Education
Concordia University 1996 — 2000
BCOM, Finance
CFA Institute
Bachelor of Commerce (B.Com.)
Venkata Satish Potineni ☁'s Russell Investments Experience December 2010 - February 2012
Job Salesforce Solutions Architect/Functional Business Analyst/Devloper at McKesson
Industry Information Technology and Services
Experience
Sysco July 2014 - June 2015
McKesson September 2013 - May 2014
Perceptive Software from Lexmark March 2013 - September 2013
Wipro April 2012 - September 2013
Xerox April 2012 - January 2013
Numbers Only, Inc. October 2008 - April 2012
Russell Investments December 2010 - February 2012
24/7 Real Media June 2010 - November 2010
FedEx September 2009 - May 2010
AtPar, Inc. October 2008 - August 2009
Skills
Solution Architecture, Salesforce.com, SDLC, Requirements Analysis, Salesforce Administrator, Salesforce.com..., SFDC, Salesforce, Business Requirements, Requirements Gathering, Business Process..., Solution Implementation, Software Implementation, Oracle, Data Migration, Agile Methodologies, Software Development..., Migration Projects, PL/SQL, Databases, Testing, JavaScript, Windows, Scrum, Linux, HTML, Integration, Eclipse, Java, Flex, Oracle SQL, SQL, User Acceptance Testing, CRM, Unix Shell Scripting, Software Project..., Project Management, Shell Scripting
Education
Fachhochschule Aachen 2005 — 2007
Master of Science (MS)
Madras University 1998 — 2002
B.E
Vidwan Junior College,Guntur 1996 — 1998
Board Of Intermeidate
Gowthami Public School 1994 — 1996
SSC
S.K.V.T English Medium High School 1984 — 1994
High school
Sysco July 2014 - June 2015
McKesson September 2013 - May 2014
Perceptive Software from Lexmark March 2013 - September 2013
Wipro April 2012 - September 2013
Xerox April 2012 - January 2013
Numbers Only, Inc. October 2008 - April 2012
Russell Investments December 2010 - February 2012
24/7 Real Media June 2010 - November 2010
FedEx September 2009 - May 2010
AtPar, Inc. October 2008 - August 2009
Skills
Solution Architecture, Salesforce.com, SDLC, Requirements Analysis, Salesforce Administrator, Salesforce.com..., SFDC, Salesforce, Business Requirements, Requirements Gathering, Business Process..., Solution Implementation, Software Implementation, Oracle, Data Migration, Agile Methodologies, Software Development..., Migration Projects, PL/SQL, Databases, Testing, JavaScript, Windows, Scrum, Linux, HTML, Integration, Eclipse, Java, Flex, Oracle SQL, SQL, User Acceptance Testing, CRM, Unix Shell Scripting, Software Project..., Project Management, Shell Scripting
Education
Fachhochschule Aachen 2005 — 2007
Master of Science (MS)
Madras University 1998 — 2002
B.E
Vidwan Junior College,Guntur 1996 — 1998
Board Of Intermeidate
Gowthami Public School 1994 — 1996
SSC
S.K.V.T English Medium High School 1984 — 1994
High school
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY