Russell Investments
Industry: Company
DescriptionRussell Investments is a global asset management firm, founded in 1936. It provides multi-asset investing solutions to institutional investors, as well as to individuals via financial advisors. The company is owned by private equity firms TA Associates and Reverence Capital Partners. AUM: $277 billion as of 06/30/17 CEO: Michelle Seitz CFO: Jennifer McPeek Headquarters: Seattle, Washington, United States Parent organization: TA Associates Number of employees: 1,950
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Russell Investments Employees
The Boston Consulting Group August 2015 - Present
Spectrum Financial October 2013 - June 2014
From Fruit to Wine November 2012 - October 2013
Russell Investments July 2011 - November 2012
Russell Investments July 2009 - July 2011
Northwestern Mutual Capital July 2007 - July 2009
Public Employee's Retirement Fund May 2006 - August 2006
Skills
Investments, Asset Managment, Equities, Alternative Investments, Financial Modeling, Series 7, Hedge Funds, Portfolio Management, Investment Strategies, Bloomberg, ETFs, Valuation, Private Equity, Fixed Income, Financial Analysis, Investment Management, Equity Research, Asset Allocation, Mutual Funds, Capital Markets
Education
Northwestern University - Kellogg School of Management 2014 — 2015
Master of Business Administration (M.B.A.)
Indiana University - Kelley School of Business 2003 — 2007
Bachelor of Science, Business; Finance
Northmont High School 1999 — 2003
Russell Investments August 2013 - Present
BlackRock 2007 - July 2013
Skills
Alternative Investments, Equities, Fixed Income, Hedge Funds, Investments, Asset Allocation, Mutual Funds, Securities, Bloomberg, Investment Banking, Series 63, Capital Markets, Financial Markets, Derivatives
Education
Lehigh University
BS, Economics
London School of Economics and Political Science
Centers for Medicare & Medicaid Services March 2014 - Present
Russell Investments March 2010 - November 2011
TIAA-CREF November 2005 - February 2010
CHARLES SCHWAB & CO., INC September 1997 - December 2004
Business Strategy Group, Schwab Capital Markets January 2000 - January 2003
Equity Syndicate Group, Schwab Capital Markets January 1999 - January 2000
Charles Schwab & Co., Inc. January 1997 - January 1999
PRUDENTIAL SECURITIES INC January 1996 - January 1997
NATIONAL BROADCASTING CO., INC January 1995 - January 1996
BARING SECURITIES INC January 1994 - January 1995
Skills
Investments, Research, Media Spokesperson, Analyst, Equities, Fiscal and Tax policy, Global Macro, Investment Strategy, Thought Leadership, Investment Research, Equity Research, Asset Management, Blogging, Bloomberg, Online Content Creation, Investment Management, Portfolio Management, Capital Markets, Asset Allocation, Asset Managment, Derivatives, Due Diligence, Finance, Financial Services, Investment Strategies, Securities, Strategy, Valuation
Education
Indiana University - Kelley School of Business
M.B.A, Finance
CUNY Hunter College
Economic Statistics and Econometrics
University of Pennsylvania
M.Arch, Architecture
Yale University
B.A, History
Russell Investments August 2014 - Present
Independent Consultant July 2015 - Present
Russell Investments, Global Risk Management June 2012 - August 2014
Nykredit, Investment & Financial Products September 2009 - June 2012
Nykredit Markets, Derivatives & Financial Solutions September 2008 - September 2009
Nykredit Markets Research May 2006 - August 2007
University of Copenhagen July 2006 - March 2007
University of Copenhagen, Economics Department September 2006 - February 2007
Danish Ministry of Finance February 2005 - May 2006
Skills
Analytical Abilities, Quantitative Analysis, Business Strategy, Exotic Derivatives, CVA, Regulatory Capital, Model Validation, Collateral Management, Risk Management, Risk Metrics, ISDA, Interest Rate..., VAR, Econometric Modeling, Macroeconomics, Forecasting Models, Credit Risk, Securitization, Fixed Income, ALM, Liquidity Risk, Portfolio Optimization, Investment Products, Derivatives, Market Risk, Interest Rate Risk..., UCITS, Basel III, Swaps, Financial Markets, Economics, Quantitative Analytics, Basel II, Quantitative Finance, VBA, Financial Risk, Hedging, Trading
Education
CAIA Association 2012 — 2013
Chartered Alternative Investment Analyst (CAIA), Alternative Investment
CFA Institute 2011 — 2013
Chartered Financial Analyst (CFA®)
Global Association of Risk Professionals (GARP) 2009 — 2010
Financial Risk Manager (FRM®) certification, Risk Management
University of Copenhagen 2007 — 2009
M.Sc., Economics
University of Washington, Michael G. Foster School of Business 2007 — 2008
Non-degree, Finance, 3.7
University of Copenhagen 2003 — 2007
B.Sc., Economics
Birkerød Highschool 2000 — 2003
Mathematics
Callan Associates 2014 - Present
Russell Investments 2010 - 2014
Skills
Defined Contribution, ERISA, Equities, Fixed Income Strategies, Alternative Investments, Stable Value, Equity Research, Options, Asset Allocation, Retirement Plan..., Valuation, Investment Management, Investment Strategies, Asset Management, Portfolio Management, Mutual Funds, Hedge Funds
Education
The University of Chicago - Booth School of Business
MBA
Illinois State University
BS
Sunglass Hut September 2015 - Present
Management Leadership for Tomorrow June 2014 - Present
Georgetown University Collegiate 100 August 2014 - Present
Students of Georgetown, Inc. June 2013 - Present
Rainier Scholars June 2006 - Present
Kraft Foods Group May 2015 - August 2015
Seattle-Northwest Securities Corporation June 2012 - August 2012
Russell Investments March 2012 - June 2012
Skills
Chinese, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, HTML, Budgets, Public Speaking, Strategic Planning
Education
Georgetown University 2012 — 2016
International Business
Group Health Cooperative July 2011 - Present
Russell Investments September 2007 - June 2011
Comcast Cable April 2001 - August 2007
Skills
Sarbanes-Oxley Act, Financial Analysis, Access, Process Improvement, Analysis, Data Analysis, Financial Reporting, Internal Audit, Risk Management, SharePoint
Education
Keller Graduate School of Management of DeVry University 2006 — 2009
Masters, Accounting and Financial Management
Nordstrom August 2014 - Present
Nordstrom June 2014 - August 2014
University of Washington, Michael G. Foster School of Business August 2013 - June 2014
Russell Investments December 2013 - February 2014
Bank of America July 2011 - April 2012
University of Washington January 2011 - December 2011
UW Medicine August 2008 - December 2009
Skills
Microsoft Excel, Communication Skills, Sales, Financial Analysis, Strategic Planning, Coaching, Finance, Market Research, Data Analysis, Essbase, Economic Research, RStudio, Tableau, Teamwork, Variance Analysis, Microsoft Office, Leadership, PowerPoint, Public Speaking, Event Planning, Social Media
Education
University of Washington, Michael G. Foster School of Business 2010 — 2014
Business Administration, Finance, International Business (CISB)
Kobe University 2013 — 2013
True Blue, Inc October 2012 - Present
Microsoft January 2011 - September 2012
Nintendo March 2009 - December 2010
Russell Investments 2010 - 2010
Weyerhaeuser January 1999 - January 2008
Weyerhaeuser 1999 - 2007
Weyerhaueser January 1999 - January 2001
Sound Container 1995 - 1999
alliance packaging 1995 - 1999
Education
Highline College 1993 — 1995
AA
Highline College
Associates of Arts
Russell Investments August 2014 - Present
Wells Fargo Advisors March 2013 - July 2014
Edward Jones August 2010 - March 2013
Skills
Sales, Investments, Financial Advisory, Portfolio Management, Financial Services, Customer Service, Investment Advisory, Consumer Lending, Small Business Lending, Estate Planning, Strategic Financial..., Banking, Mutual Funds, Finance, Financial Planning, Fixed Annuities, Retirement Planning, Series 7
Education
James Madison University 2006 — 2010
Bachelor of Science (B.S.), Health Science
Russell Investments April 2014 - Present
The Incorporated Village of Sag Harbor June 2009 - Present
The Incorporated Village of Sag Harbor Justice Court January 2011 - May 2013
Emil Norsic & Son, Inc. May 2007 - June 2009
Skills
Management, Time Management, Teamwork, Courts, Research, Telephone Skills, Filing, Notary Public
Education
Sacred Heart University, Fairfield C.T. 2007 — 2010
Bachelor's of Science, Dual Major in Political Science and English with a concentration in Writing, Overall 3.1 G.P.A.
Housatonic Community College 2006 — 2007
Direxion Investments February 2015 - Present
Direxion Investments July 2013 - Present
Russell Investments June 2011 - August 2012
Sentinel Investments January 2008 - December 2010
Sentinel Investments April 2006 - January 2008
Legg Mason April 2005 - April 2006
Vanguard June 2004 - March 2005
Skills
Mutual Funds, Alternative Investments, ETFs, Investments, Investment Strategies, Series 7, Asset Allocation, Series 63, Uniform Combined State..., Salesforce.com, Series 66, Series 3, Asset Management, Bloomberg, Equities, FINRA, Financial Advisory, Hedge Funds, Portfolio Management, Separately Managed..., Trading, Wealth Management
Education
Loyola College in Maryland 2000 — 2004
B.B.A., Business Administration and Management, General
Hogeschool Rotterdam 2003 — 2003
Study Abroad
MidOcean Partners January 2015 - Present
Russell Investments July 2012 - December 2014
PineBridge Investments 2011 - June 2012
Bloomberg May 2007 - February 2011
Skills
Bloomberg, Fixed Income, Business Development, Time Management, Equities, Hedge Funds, Research, Asset Management, Financial Markets, Investments, Mutual Funds, Alternative Investments, CRM, Bloomberg Terminal
Education
Hobart and William Smith Colleges 2003 — 2007
Russell Investments June 2014 - Present
Dell June 2010 - June 2014
Microsoft January 2008 - March 2010
Microsoft January 2005 - December 2007
Microsoft May 2002 - December 2004
Skills
SCCM, Active Directory, VBScript, SCOM, XP, Windows 7, IT Service Management, System Deployment, Systems Management, Group Policy, Microsoft Technologies, Servers, Microsoft SQL Server, Operating Systems, Security, ASP, App-V, XML, Windows XP, Software Installation, Infrastructure, Web Services, VDI, Hyper-V, Windows, Scripting, SQL, SharePoint, ADO, MDT, Testing
Education
Lake Washington Institute of Technology 1995 — 1996
IBN Financial Services January 2015 - Present
Financial Planners Group of America July 2013 - January 2015
Lehigh Valley Financial Group August 2011 - August 2012
Morgan Stanley Smith Barney April 2010 - June 2011
Russell Investments 2008 - 2009
Russell Investments 2002 - 2009
Russell Investments 2004 - 2008
Russell Investments 2002 - 2004
Skills
Financial Planners, Estate Planning, Retirement, Analysis, Portfolio Management, Retirement Planning, Mutual Funds, Finance, Equities, Wealth Management, Investment Strategies, Asset Management, Employee Benefits, Asset Allocation, Budgets
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance and Statistics & Operations Research
James Madison University 1989 — 1993
Bachelor of Science, Mathematics
Russell Investments October 2014 - Present
Russell Investments July 2014 - October 2014
Traditum Group June 2013 - December 2013
University of Texas at Tyler January 2013 - May 2013
University of Texas at Tyler October 2012 - May 2013
Hobart and William Smith Colleges August 2011 - May 2012
Hobart and William Smith Colleges January 2011 - May 2012
Fixed Income Capital Partners June 2011 - August 2011
Southside Bank May 2009 - August 2010
Skills
Matlab, Microsoft Excel, Mathematica, Research, PowerPoint, C++, SAS, Excel, GIS, Statistics, Data Analysis, C#, SQL, Bloomberg, TeX, Visual Basic, Word, Multisim, VBA
Education
University of Washington 2013 — 2014
Master of Science (MSc), Computational Finance and Risk Management
Hobart and William Smith Colleges 2008 — 2012
Double Major, Physics, Environmental Studies
University of Texas at Tyler
Electrical and Electronics Engineering
Russell Investments August 2005 - Present
Guggenheim Partners 1998 - 2005
Emerging Markets Information Service - EMIS 1996 - 1998
Thomson Financial 1986 - 1996
Technology Financial Services, Inc 1985 - 1986
Kidder Peabody & Co. 1982 - 1985
Skills
Management, Marketing, Asset Management, Hedge Funds, Equities, Series 7, Investments, Fixed Income, Series 63, Securities, Portfolio Management, Capital Markets, Investment Management, Financial Analysis, Fund Of Funds, Investment Strategies, Institutional, Asset Managment, Alternative Investments, Private Equity, Institutional Sales, Sales Management, Institutional...
Education
Hobart and William Smith Colleges 1978 — 1982
B.A., English
University of Virginia Darden School of Business
Young Managers Program
Harvard University 1991 — 1992
Information Technology
West Essex High School 1974 — 1978
Russell Investments December 2013 - Present
FactSet Research Systems August 2012 - December 2013
FactSet Research Systems August 2010 - August 2012
FactSet Research Systems January 2010 - August 2010
FactSet Research Systems October 2007 - January 2010
Simplex Investments May 2007 - October 2007
Northwestern Mutual May 2006 - May 2007
Skills
Portfolio Management, Investments, Financial Modeling, Fixed Income, Alternative Investments, Equity Derivatives, Equities, Finance, Account Management, Financial Analysis, Trading, Securities, Building Relationships, Bloomberg, Presentations, Project Management, Asset Allocation, Institutional..., Investment Strategies, Institutional Sales, Sales Management, Hedge Funds, Contract Negotiation, Private Equity, Capital Markets, FactSet, Pipeline Management, CRM, Cold Calling, Microsoft Office, Investment Management
Education
Indiana University - Kelley School of Business 2003 — 2007
Bachelors, Finance, Operations Management
CFA Institute
Level I Candidate in the CFA Program
Russell Investments April 2015 - Present
Planned Parenthood of the Great Northwest October 2013 - September 2014
Corbis December 2012 - October 2013
Microsoft (Collabera) May 2012 - December 2012
Boeing June 2010 - May 2011
Emeritus January 2007 - March 2010
HR Novations 2002 - 2007
PeaceHealth 2000 - 2002
eden bioscience 1998 - 2000
Read-Rite Corporation 1997 - 1998
Skills
HRIS, Employee Benefits, Benefits Administration, Leadership, Human Resources, Management, Employee Relations, Customer Service, Recruiting, Talent Acquisition, Time Management, Process Improvement, Access, Onboarding, Payroll, Applicant Tracking..., Interviews, Performance Management, Employee Engagement, PeopleSoft, Workforce Planning, Talent Management, FMLA, Benefits Negotiation
Education
University of Phoenix - Online 2006 — 2007
Bachelors, Business
Heald College 1992 — 1994
AA, Computer Applications
BMO Global Asset Management March 2011 - Present
Harris Investments February 2010 - March 2011
Russell Investments August 2001 - 2010
Russell Investments 2001 - 2010
Hewitt Associates 1993 - 2001
Skills
Retirement Planning, Defined Contribution, Relationship Management, Mutual Funds, Asset Management, Investments, Asset Allocation, Investment Strategies, Equities, Alternative Investments, Portfolio Management, Series 7, Investment Management, Defined Benefit, Morningstar
Education
Northwestern University - Kellogg School of Management 1993 — 1996
Masters, Finance
Indiana University Bloomington 1987 — 1990
BA, Accounting
Electronic Arts (EA) March 2015 - Present
Stanford University December 2014 - Present
Electronic Arts (EA) October 2014 - March 2015
VF Corporation April 2014 - August 2014
Columbia Sportswear May 2013 - March 2014
Nike October 2011 - September 2012
Wells Fargo September 2010 - November 2011
Redwood Trust, Inc August 2005 - November 2008
Bank of America October 2004 - April 2005
Russell Investments December 2001 - June 2004
Skills
Tableau, Salesforce.com, Microsoft Excel, PowerPoint, SQL, Access, Market Analysis, Business Analysis, Geological Mapping, Data Analysis, Project Management, Quantitative Analytics, Information Systems, Retail Sales Analysis, Executive Reporting, Financial Analysis, Process Analysis, Competitive Analysis, Edifice, Market Research
Education
Kenyon College 1996 — 2000
B.A., Economics and Public Policy
Catlin Gabel 1992 — 1996
Russell Investments January 2007 - Present
Towers Perrin January 2000 - December 2006
Kwasha Lipton July 1996 - January 2000
Skills
Actuarial Science, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Risk Management, Retirement Planning, Emerging Markets, Enterprise Risk..., Actuarial Consulting, Financial Modeling, Pensions, Retirement Plan..., Investment Management, Asset Allocation, Portfolio Management, Fixed Income, Insurance, Equities, Derivatives, Due Diligence, Defined Contribution, Employee Benefits, Pension Funds, Quantitative Analytics, ERISA, Financial Risk, Private Equity, Retirement, Investment Advisory, Defined Benefit, Investments, VBA, Hedge Funds, SAS, Equity Research, Portfolio Optimization, Wealth Management, Valuation, Financial Services, 401k, Investment Strategies, Financial Analysis, ALM
Education
Lehigh University 1992 — 1996
BS, Statistics
Russell Investments May 2010 - Present
Deutsche Bank January 2004 - October 2009
Deustche Bank 2004 - October 2009
UBS May 1996 - August 2003
Swiss Bank Corp. 1988 - 2003
Societe Generale July 1995 - May 1996
Bank of New York July 1994 - June 1995
UBS (Formerly Swiss Bank) November 1988 - June 1994
Tata Consultancy Services 1980 - 1986
Skills
Strategy, Investment Banking, Vendor Management, SDLC, Change Management, IT Strategy, Program Management, Project Delivery, Outsourcing, Sourcing, SAP, Offshoring, Project Planning, Project Management, Cross-functional Team..., Derivatives, Management, Fixed Income, Contract Negotiation, Accounting, Finance, Budgets
Education
Indian Statistical Institute 1973 — 1978
Master's degree, Statistical quality control and Operations Research
Mount Holyoke College January 2012 - December 2013
Russell Investments June 2013 - August 2013
Infinity Research May 2012 - August 2012
Skills
Matlab, SPSS, Sage, R, Optimization, Mathematics, Mathematical Modeling, Discrete Mathematics, Differential Equations, Linear Algebra, Microsoft Excel, Photoshop, Microsoft Office, Stata, Research, Statistics, Data Analysis
Education
Georgia Institute of Technology 2014 — 2019
Doctor of Philosophy (PhD), Operations Research
Mount Holyoke College 2010 — 2014
Bachelor of Arts (B.A.), Double Major in Mathematics and Economics
Sofia High School of Mathematics 2005 — 2010
High School Diploma, Mathematics
HireOwl 2014 - Present
Infogroup April 2013 - March 2014
Russell Investments February 2013 - April 2013
Russell Investments March 2010 - February 2013
Russell Investments September 2005 - March 2010
Education
Harvard University 2001 — 2005
BA, Government
Pierce College District 11 January 2013 - Present
Russell Investments April 2012 - July 2012
Harrison Medical Center March 2005 - December 2011
Donobi, Inc 2004 - 2005
Clear Water Casino / Port Madison Enterprises 2004 - 2005
Target 2001 - 2003
Army National Guard 1997 - 2003
AuthorHouse 1998 - 2001
Education
Indiana University Bloomington
Ivy Tech Community College-Bloomington
momentM Consulting, LLC October 2012 - Present
Lemken Marketing July 2009 - September 2012
Russell Investments July 2007 - July 2009
Parallax Communications June 1990 - July 2007
Ernst & Young May 1989 - June 1990
A. B. Isacson May 1987 - July 1988
Skills
Strategic Communications, Instructional Design, Technical Writing, Copywriting, Editing, Marketing Communications, Integrated Marketing, Public Speaking, Advertising, Leadership, Marketing, Training, Internal Communications, Writing, Social Media, Blogging, Management, Newsletters
Education
New York University 1981 — 1985
BA, Journalism
Iowa State University
Instructional Design
Dell April 2015 - Present
Russell Investments August 2013 - Present
Russell Investments 2013 - 2014
Russell Investments 2013 - 2014
HSBC Securities January 2013 - June 2013
LiFung USA September 2012 - January 2013
Russell Investments 2013 - 2013
1199 National Benefit Fund April 2012 - August 2012
Ridge Clearing & Outsourcing February 2011 - December 2011
ICC MAX Inc September 2010 - February 2011
Skills
Desktop Support, Remedy, Laptops, Printers, XP, Peripherals, Remote Access, Antivirus, Internet Explorer, Workstations, Computer Hardware, Active Directory, Citrix, Software Installation, Scanners, TCP/IP, Routers, Troubleshooting, Hardware, Patch Management, Outlook, File, Lotus Notes, Windows, HP, Norton Ghost, Group Policy, Connectivity, Blackberry Enterprise..., Mac OS X, Windows 7, Windows 7 Migration, Technical Support, Blackberry, Operating Systems, SCCM, Databases, VMware, System Deployment, Help Desk Support, Disaster Recovery, Windows XP Pro, Microsoft Exchange, Windows XP, Desktop Computers, Windows Server, Information Technology, Remote Desktop, BMC Remedy
Education
College of Staten Island 2004 — 2012
B.S. degree, Business Economics
Kingsborough Community College 2001 — 2003
A.S. degree, Computer Science
Russell Investments September 2013 - Present
Russell Investments August 2011 - September 2013
Russell Investments May 2010 - July 2011
Russell Investments September 2007 - April 2010
Stanford University 2005 - 2007
Skills
Spanish, basic Czech, basic French, Conversational..., Fixed Income, Asset Allocation, Portfolio Management, Emerging Markets, High Yield, Mutual Funds, Research, Asset Management, Alternative Investments, Bloomberg, Investment Management, Investments, Investment Strategies, Hedge Funds, Financial Modeling, Funding
Education
Stanford University 2005 — 2007
MA, International Policy Studies
University of Tennessee-Knoxville 2001 — 2005
BA, College Scholars
IESE Business School
Webb School of Knoxville
Global Focus Capital September 2013 - Present
Leuthold Weeden Capital Management July 2011 - August 2013
Hermes Fund Managers September 2009 - July 2011
Global Focus Research LLC June 2004 - April 2010
MFS Investment Management January 2007 - November 2008
Milestone International 2004 - 2006
Pioneer Investments 1998 - 2004
Invesco Ltd. May 1994 - July 1998
Chancellor LGT 1994 - 1998
Russell Investments 1989 - 1993
Skills
Global Macro, Tactical Asset..., Hedge Funds, Equities, Asset Management, Portfolio Management, Portfolio Structuring, Stock Picking, Entrepreneurship, Macroeconomics, Strategic Thinking, Asset Allocation, Investments, Asset Managment, Fixed Income, Investment Management, Capital Markets, Investment Strategies, Strategy, Securities, ETFs, Alternative Investments, Equity Research, Financial Risk, Bloomberg, Mutual Funds, Fund Of Funds, Emerging Markets, Bonds, Trading, Structured Finance, Derivatives, Options, Institutional..., Structured Products, Equity Derivatives, Financial Modeling, Valuation
Education
The University of Chicago - Booth School of Business 1986 — 1988
MBA, Finance
University of Minnesota-Twin Cities 1982 — 1984
Master of Science (MS), applied economics/statistics
Iowa State University 1979 — 1982
BS Honors, Agricultural Economics
Humboldt Schule - Costa Rica
Russell Investments October 2014 - Present
Russell Investments March 2013 - October 2014
Russell Investments 2011 - March 2013
USMC January 2008 - November 2012
Washington State University August 2008 - May 2010
Mellon Corp June 2006 - January 2008
Russell Mellon May 2003 - August 2003
Skills
Leadership, Employee Training, Microsoft Excel, Microsoft Office, Data Analysis, Analysis, PowerPoint, Team Leadership, Research, Financial Analysis, Financial Modeling, Statistics
Education
Washington State University 2008 — 2010
Masters, MBA
Gonzaga University - School of Business Administration 2004 — 2006
BA, Business
Artisan Partners March 2007 - Present
Artisan Partners LLC March 2007 - Present
Coghill Capital Management August 2005 - March 2007
Russell Investments November 2003 - August 2005
Northern Trust Global Investments August 2000 - November 2003
Morgan Stanley Dean Witter June 1999 - August 2000
Education
Högskolan i Jönköping 1994 — 1999
Master of Science (MSc), Finance
Retired from Russell Investments August 1985 - January 2009
Russell Investment Group 1985 - 2009
Russell Investments 1985 - 2009
Russell Investments 1985 - 2009
Russell Investments 1985 - 2009
Skills
Portfolio Optimization, Investment Strategies
Education
University of Washington 1966 — 1975
B.A., M.A., and Ph.D., Political Science (Methodology and World Politics)
Highline College 1958 — 1961
aa
Russell Investments 2011 - Present
Intellectual Ventures 2009 - 2011
Washington Mutual (WaMu) 2007 - 2009
Egencia 2001 - 2007
Thunder Lizard Productions, Inc. 1999 - 2001
Bastyr University, Leadership Institute of Seattle 1998 - 1999
Skills
Travel Management, Vendor Management, Contract Negotiation, Negotiation, Strategic Sourcing, Sourcing, Process Improvement, Account Management, Event Management, Management, Procurement, Contract Management, Supplier Management, Team Building, Strategy, Forecasting, Customer Service, Leadership, Program Management
Education
Illinois State University
Bachelor of Science
University of Houston
Certification
AB August 2015 - Present
Russell Investments May 2011 - December 2013
AllianceBernstein Investments March 2010 - May 2011
AllianceBernstein June 2008 - February 2010
AllianceBernstein Institutional Investments 2006 - 2008
AllianceBernstein Investments 2004 - 2006
Alliance Fund Distributors 1995 - 2004
First Chicago 1989 - 1995
The Boston Consulting Group September 1983 - May 1989
Procter & Gamble 1979 - 1981
Skills
Annuities, Mutual Funds, Investments, 401k, Pensions, Institutional, Asset Allocation, Asset Management, Investment Strategies, Investment Management, Alternative Investments, Series 7, Retirement, Equities, Series 63, Fixed Annuities, Asset Managment, Wealth Management..., Hedge Funds, Portfolio Management, Fixed Income, Institutional..., Bloomberg, Defined Contribution, Investment Advisory, Defined Benefit, Series 24, Insurance, FINRA, Separately Managed..., Investor Relations, ETFs, Securities, Wealth Management, Bonds, Capital Markets, Financial Services, Fund Of Funds, Financial Advisory, Equity Research, Series 65, Series 6, Retirement Planning
Education
Harvard Business School 1981 — 1983
MBA
University of Wisconsin-Madison 1974 — 1979
BA, Economics
Lysander Funds September 2011 - Present
CPP Investment Board May 2009 - January 2011
Russell Investments May 2008 - April 2009
Russell Investments Canada July 1997 - November 2008
PwC 1993 - 1996
Skills
Hedge Funds, Risk Management, Investments, Investment Management, Finance, Vendor Management, Management, Auditing, Asset Management, Strategic Planning, Alternative Investments, Portfolio Management, Equities, Fixed Income, Capital Markets, Mutual Funds, Derivatives, Team Leadership, Securities, Financial Modeling, Fund Of Funds, Financial Services, Asset Allocation, Bloomberg, Wealth Management
Education
Institute of Chartered Accountants in England and Wales
ACA (UK), Accounting
University of Bristol 1985 — 1988
BSc (Hons), Physics
Bill & Melinda Gates Foundation March 2015 - Present
Social Progress Imperative September 2013 - March 2015
White House Council of Economic Advisers January 2013 - May 2013
Millennium Challenge Corporation June 2012 - January 2013
Obama for America November 2011 - November 2012
Office of the Chief Financial Officer, Executive Office of the President of the United States February 2012 - May 2012
Russell Investments November 2008 - July 2011
Washington Democrats Coordinated Campaign August 2010 - November 2010
Russell Investments October 2006 - October 2008
Skills
Quantitative Analytics, Statistics, Econometrics, Data Analysis, Stata, Economics, Statistical Modeling, Research, Analysis, Macroeconomics, Quantitative Research, SQL, Qualitative Research, Policy Analysis, Policy, Public Policy, Political Science, Editing
Education
Georgetown University 2011 — 2013
Master of Public Policy, International Policy and Development
University of Puget Sound 2002 — 2006
Bachelor of Science (B.S.), Mathematics
My home in Puyallup, WA April 2009 - Present
Russell Investments September 2004 - April 2009
Russell Investments July 1985 - April 2009
Education
Green River Community College 1980 — 1982
Business
Gov. John R. Rogers HS 1976 — 1980
High School Diploma
Russell Investments November 2013 - Present
Russell Investments August 2013 - October 2013
BNY Mellon October 2012 - May 2013
Center for Leadership and Social Responsibility January 2012 - October 2012
Macy's February 2010 - June 2010
Macy's October 2009 - February 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Teamwork, Research, Team Leadership, Windows, Economics, Leadership, Financial Analysis, Finance, Human Resources, Accounting, Data Analysis
Education
University of Washington Tacoma 2011 — 2013
Bachelor of Arts in Business Administration (B.B.A.), Finance
Highline Community College 2010 — 2011
Associate in Business
Mercy Corps August 2015 - Present
Russell Investments March 2013 - August 2015
Russell Investments July 2011 - March 2013
Russell Investments June 2007 - July 2011
Deloitte January 2007 - June 2007
Deloitte August 2005 - January 2007
Deloitte January 2005 - March 2005
Peace Corps May 2002 - July 2004
Skills
Process Improvement, Internal Controls, Financial Reporting, Auditing, Accounting, Financial Analysis, Management, Sarbanes-Oxley Act, Financial Modeling, Strategic Financial..., Financial Accounting, SEC filings, Internal Audit, Risk Management, Finance, CPA, Asset Management, GAAP, US GAAP, Investments, Forecasting, Analysis, Financial Statements, Corporate Finance, Variance Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2005
MPA, Accounting
George Fox University 1996 — 2000
BA, International Business and Economics
U.S. House of Representatives February 2015 - Present
Russell Investments May 2014 - January 2015
Education
Gonzaga University
Political Science, Philosophy
Valley Catholic High School
Guggenheim Partners 2011 - Present
Guggenheim Partners 2014 - Present
Guggenheim Partners 2011 - 2014
Russell Investments 2010 - 2011
Education
Ithaca College
Bachelor’s Degree, Psychology
Russell Investments September 2014 - June 2015
University of Washington June 2014 - September 2014
Schlumberger July 2008 - April 2013
Ghana Telecom University College November 2007 - July 2008
Ghana Anti-corruption Coalition November 2007 - July 2008
Mentor Management & Engineering Consultancy Gh. Ltd September 2007 - October 2007
Ghana Telecom Company Limited June 2006 - August 2006
Skills
PHP, R, Linux, SQL, C, Unix, C++ Programming, Computer Hardware, Website Development, Statistics, Seismology, Adobe Fireworks, Joomla, Marine Survey, Oilfield, QHSE, Adobe Dreamweaver, VBA, Microsoft Excel, Visual Studio, C++, Data Analysis, Microsoft Office, Risk Management, Analysis
Education
University of Washington 2013 — 2014
Master's degree, Computational Finance & Risk Management
'Kwame Nkrumah' University of Science and Technology, Kumasi 2003 — 2007
Bachelor of Science, Electrical/Electronic Engineering, First Class Honors
Russell Investments June 2015 - Present
Skills
VBA, SQL, R, C++, Data Mining, Data Analysis, Statistics, Risk Management, Financial Analysis, Financial Modeling, Portfolio Management
Education
University of Washington 2014 — 2015
Computational Finance and Risk Management, Master's degree
Huazhong University of Science and Technology 2010 — 2014
Business Administration and Management Science, General, Bachelor's degree
Zachary Scott May 2014 - Present
Russell Investments June 2013 - May 2014
Boeing June 2012 - September 2012
Spokane Public Schools September 2011 - December 2011
Spokane Public Schools May 2011 - September 2011
El Gaucho Bellevue May 2009 - September 2010
Skills
Microsoft Excel, Microsoft Word, Customer Service, Management, PowerPoint, Retail, Access, Microsoft Publisher, Bank Reconciliation, Bookkeeping, Equity Research, manager research, Portfolio Performance..., Investments, factset, eVestments
Education
Gonzaga University 2009 — 2013
Accounting, Finance, and Economics
Gonzaga-In-Florence
Italian
Inglemoor Highschool
Gonzaga University Cheerleading Team February 2015 - Present
Gonzaga University February 2014 - Present
Russell Investments June 2015 - August 2015
Gonzaga University Crew Team September 2013 - May 2014
Skills
Investments, Financial Analysis, Microsoft Excel, Risk Management, Portfolio Management, Microsoft Office, Customer Service, Business Analysis, Analysis, Financial Modeling, Public Speaking, PowerPoint, Leadership, Microsoft Word, Social Media, Teamwork
Education
Gonzaga University 2013 — 2017
Bachelor of Business Administration Concentration Finance, Finance and Marketing, Junior
Expedia, Inc. July 2015 - Present
Expedia, Inc. April 2013 - June 2015
Expedia, Inc. January 2012 - April 2013
Parametric July 2010 - July 2011
Point Defiance Capital Management LLC 2010 - July 2010
Russell Investments 2009 - 2009
Russell Investments 2007 - 2008
Russell Investments May 2006 - September 2007
Skills
Financial Modeling, Financial Analysis, Investments, Asset Allocation, Corporate Finance, Asset Management, Valuation, Data Analysis, VBA, Working Capital..., Cash Flow Forecasting, Capital Markets
Education
Pacific Lutheran University 2005 — 2010
BBA - Finance, BA - Mathematical Economics, BS - Financial Mathematics
Harvard University 2008 — 2008
Summer School, Finance
Costco Wholesale October 2012 - Present
Russell Investments October 2006 - October 2012
US Army November 1999 - June 2005
Skills
Security Awareness, Internal Controls, Social Engineering, Phishing, Email Encryption, IT Controls, SOX Compliancy, ITIL v3 Foundations..., DLP, Information Security, PCI DSS, Business Continuity, Computer Security, Information Security..., Disaster Recovery, Security Audits, Risk Assessment, Security Management, Compliance, Security, Cyber Security, Data Loss Prevention, Discovery, Risk Management, Enterprise Risk..., Vulnerability Management
Education
Hawaii Pacific University
BA, Criminal Justice
Tate Publishing March 2014 - Present
Russell Investments January 2007 - October 2008
Russell Investments January 2006 - January 2007
Group Health Cooperative December 2003 - February 2005
Columbia Bank April 2001 - December 2003
Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Office, Community Outreach, Public Speaking, Customer Service, Event Planning, Nonprofits, Editing, Event Management, Strategic Planning, Social Networking, Budgets, Research, Team Building, Fundraising, Leadership, Microsoft Word, Leadership Development, Training, Teaching, Program Development, Data Entry, Public Relations, Social Media, Time Management, Volunteer Management, Access, Coaching, Social Media Marketing, Conflict Resolution, Marketing, Policy, Customer Satisfaction, Government, Organizational..., Creative Writing, Sales
Education
Liberty University 2012 — 2014
Ed.S, Education, Curriculum and Instruction, 3.88
Gonzaga University 2009 — 2011
Master of Arts (MA), Communication and Leadership, 3.97
University of Washington 1996 — 1998
Bachelor of Arts (BA), Communication, General, 3.38
Pierce College at Fort Steilacoom 1992 — 1996
Associate of Arts (AA), Communication, General, 3.6
Russell Investments May 2010 - Present
Tim O'Keeffe Creative Design May 2009 - Present
Skills
InDesign, QuarkXPress, Adobe Creative Suite, Flash, Graphic Design, Typography, Illustrator, Illustration, Web Design, Photoshop, Brochures, Email Marketing, Business Cards, Packaging, Adobe Fireworks, Graphics, Art, Pre-press, Premiere
Education
Humber College 2008 — 2008
Certificate for print and web, Graphic design diploma
Westminster college, UK 1999 — 2000
Diploma in Multimedia Designer (DVD ROM Development), Diploma Multimedia design
University of Derby 1991 — 1994
BA Hons, Fine art and history
Russell Investments November 2013 - Present
Ammex March 2012 - August 2012
Absolute Alpha Asset Management March 2011 - July 2012
Lane Council of Governments June 2011 - August 2011
Cougar Investment Fund January 2011 - May 2011
Museum of Natural and Cultural History (University of Oregon) September 2006 - July 2008
Skills
Financial Analysis, Microsoft Excel, Finance, Financial Modeling, Business Analysis, Portfolio Management, Public Speaking, Investments, SQL, VBA, Business Planning, International Finance, Strategic Financial..., Quantitative Risk..., Risk Management, SharePoint, Data Mining, PowerPivot
Education
Gonzaga University 2012 — 2012
MBA, Finance Concentration, 3.80
Washington State University 2008 — 2011
BA Business Administration, Finance, 3.57
U.S. Department of Treasury - International Affairs June 2014 - Present
World Affairs Council August 2013 - June 2014
Russell Investments August 2011 - June 2014
Davis Polk & Wardwell 2004 - July 2011
Razorfish 2000 - 2001
Monitor Group 1998 - 2000
Skills
International Relations, International Law, U.S.-China relations, Public Policy, Federal Government, Financial Regulation, Private Equity, Corporate Law, Securities Regulation, Hedge Funds, Due Diligence, Legal Writing, Business Strategy, Asset Management, Mutual Funds, Securities, Legal Research, Fund formation, Private Placements, ERISA, New Business Development
Education
Georgetown University Law Center 2001 — 2004
Doctor of Law (J.D.), International Law, Cum Laude
University of Pennsylvania - The Wharton School 1994 — 1998
Joint B.S. Economics (Public Policy) and B.A. International Studies, Huntsman Program in International Studies and Business, Magna Cum Laude
National Taiwan University 1996 — 1997
Study Abroad
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 March 2012 - May 2013
Self-employed May 2011 - March 2012
Milliman September 2008 - May 2011
Allianz Life October 2007 - August 2008
Allianz Life March 2007 - June 2007
University of Illinois at Urbana-Champaign August 2002 - May 2006
Skills
Financial Modeling, Report Generation, Data Visualization, Excel, Access, VBA, SAS, C, SQL, Crystal Reports, Python, Microsoft Excel, R
Education
University of Illinois at Urbana-Champaign 2002 — 2006
MS, Astronomy
Indian Institute of Technology, Madras 2000 — 2002
M. Sc., Physics
University of Madras 1997 — 2000
B. Sc., Physics
Prophet April 2015 - Present
Populist April 2013 - Present
The Engine Group December 2014 - March 2015
Noise May 2014 - December 2014
Noise May 2013 - May 2014
Blue State Digital April 2013 - May 2013
Blue State Digital, WPP September 2011 - April 2013
Blue State Digital 2010 - 2011
Morgan Stanley July 2008 - 2010
Russell Investments June 2007 - August 2007
Skills
Digital Strategy, Strategy, Social Media, Digital Marketing, Digital Media, Analytics, Social Media Marketing, Marketing Strategy, Strategic Partnerships, Business Development, Online Advertising, Strategic Planning, Strategic Communications, Email Marketing, New Business Development, SEO, Fundraising, Marketing, Business Strategy
Education
Harvard University 2004 — 2008
BA, Government, French
Deerfield High School 2000 — 2004
Russell Investments October 2010 - Present
Russell Investments November 2007 - October 2010
Labor Ready 1999 - 2007
Pacific Lutheran University September 1997 - June 1998
Skills
XML, C#, CSS, JavaScript, Databases, T-SQL, VBScript, SharePoint, Microsoft SQL Server, SQL, SDLC, Powershell
Education
Pacific Lutheran University - School of Business 1997 — 1999
Gonzaga University 1995 — 1997
Seattle University School of Law July 2013 - Present
Russell Investments May 2014 - August 2014
Brown Brothers Harriman February 2012 - July 2013
Massachusetts Department of Environmental Affairs May 2010 - August 2010
Lynch Associates May 2009 - August 2009
Skills
Banking
Education
Seattle University School of Law 2013 — 2016
Hobart and William Smith Colleges 2007 — 2011
Political Science and Government
Russell Investments January 2010 - Present
First Quadrant, LP 2005 - 2010
Genworth Financial 2004 - 2005
PIMCO 2001 - 2005
Skills
Options, Equity Derivatives, Mutual Funds, Derivatives, Volatility, Bloomberg, Risk Management, Options Strategies, Hedge Funds, Hedging, Financial Modeling, Volatility Arbitrage, Absolute Return, VIX, VIX Futures and Options, Delta Hedging, Variance Swap..., Probability Analysis, Vega Sizing, Delta, Vega, Theta,..., Technical Analysis -..., $Delta, $Vega, $Gamma...
Education
Harvard Business School 2014 — 2015
PLD, PLD
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
Master of Business Administration (MBA), Finance, General
University of Southern California 1999 — 2001
Bachelor of Business Administration (B.B.A.), Investments and financial markets
Russell Investments September 2014 - Present
Goldman Sachs November 2012 - September 2014
Goldman Sachs July 2010 - November 2012
U.S. House of Representatives August 2009 - December 2009
Prima Capital Advisors June 2009 - August 2009
Citi January 2009 - May 2009
Hobart and William Smith Colleges August 2007 - May 2009
Morgan Stanley January 2008 - May 2008
JCC in Manhattan 2003 - 2008
Skills
Equities, Fixed Income, Derivatives, Analysis, Risk Management, Economics, Portfolio Management, Trading, Microsoft Office, Valuation
Education
Hobart and William Smith Colleges 2006 — 2010
Bachelor's degree, Economics
Russell Investments September 2012 - Present
Credit Suisse January 2008 - September 2012
Credit Suisse July 2007 - January 2008
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Management, Bloomberg, Fixed Income, Portfolio Management
Education
Georgetown University 2003 — 2007
BS, Finance; Management in New and Small Business
Russell Investments May 2015 - Present
KPMG US January 2008 - November 2009
KPMG Australia February 2006 - December 2007
Goldman Sachs JBWere December 2006 - January 2007
Skills
Accounting, Financial Reporting, Auditing, Financial Accounting, Financial Analysis, Corporate Tax, Income Tax, Internal Controls, GAAP, Microsoft Excel, Tax Advisory, Tax
Education
Golden Gate University 2015 — 2017
Master of Science in Taxation, Tax Law/Taxation
Golden Gate University 2008 — 2008
Graduate Course in Taxation, Advanced Federal Income Taxation, A-
Australian Catholic University 2002 — 2006
Bachelor's degree, Accounting
PATH September 2014 - Present
Russell Investments September 2010 - September 2014
Russell Investments November 2009 - September 2010
Russell Investments May 2007 - November 2009
GE Security 2005 - 2007
GE Healthcare 2004 - 2005
GE Healthcare 2002 - 2004
Medscape/MedicaLogic 2000 - 2002
Teledesic 1999 - 2000
Russell Investment Group 1994 - 1999
Skills
Process Improvement, Strategy, Six Sigma, Cross-functional Team..., Competitive Analysis, Product Management, Strategic Planning, Business Analysis, Program Management, Change Management, Marketing Strategy, Investor Relations, Lean Transformation, Mergers & Acquisitions, Project Management, Management, Marketing, Leadership, Training
Education
University of Washington, Michael G. Foster School of Business 1996 — 1998
MBA
Harvard Business School Executive Education
Creating Shared Value
University of Oregon
BS, Journalism/Public Relations
Russell Investments September 2012 - Present
Russell Investments May 2011 - September 2012
Russell Investments January 2010 - April 2011
Russell Investments 2006 - January 2010
LaBranche & Co. 2003 - 2004
Skills
Hedge Funds, Equities, Bloomberg, Investments, Portfolio Management, Equity Research, Capital Markets, Due Diligence, Asset Managment, Financial Analysis, Quantitative Analytics, Asset Management, Asset Allocation
Education
Harvard University 2002 — 2006
BA, Economics
Massachusetts Institute of Technology 2005 — 2006
Cross Registered Classes, Accounting
Jana Bourne December 2010 - Present
Russell Investments April 2009 - December 2010
Russell Investment Group March 2001 - April 2009
Russell Investments April 1998 - April 2001
Skills
Creative Writing, Copy Editing, Editing, Web Content, Publications, Proofreading, Copywriting, Journalism, Editorial, WordPress, Newsletters, Blogging, Storytelling, Feature Articles, Content Strategy, Writing
Education
Goddard College 2007 — 2009
Master of Fine Arts, Creative Writing
University of Oregon
Bachelor of Science, Journalism
Russell Investments March 2015 - Present
Russell Investments January 2011 - February 2015
Russell Investments January 2004 - December 2010
Education
Laurentian University/Université Laurentienne 2011 — 2013
Master of Business Administration (M.B.A.)
Laurentian University/Université Laurentienne 2004 — 2008
H.B.Com, Accounting and Finance
Berman Capital Advisors, LLC December 2014 - Present
Travel Sabbatical October 2013 - September 2014
Russell Investments September 2011 - September 2013
The Home Depot November 2010 - July 2011
The Home Depot May 2008 - November 2010
LCG Associates January 2006 - May 2008
Hewitt Associates June 2005 - January 2006
Skills
Investments, Portfolio Management, Superior Client Service, Investor Relations, Corporate Finance, Asset Allocation, Finance, Hedge Funds, Private Equity, Alternative Investments, Competitive Analysis, Forecasting, Analysis, CRM, Mutual Funds, Asset Management
Education
Georgia Institute of Technology 2001 — 2005
BS Management, Finance & Economics
Innovative Quant Solutions LLC 2014 - Present
Russell Investments 2012 - 2014
State Street Associates, LLC 2008 - 2012
New Frontier Advisors, LLC 2007 - 2008
MIT Lincoln Laboratory 2004 - 2007
L'Institut National de la Recherche en Informatique et Automatique 2003 - 2004
Massachusetts Institute of Technology Lincoln Laboratory 1996 - 1999
Skills
Matlab, Quantitative Finance, Portfolio Management, Equities, Risk Management, Asset Allocation, Statistics, Optimization, Research, C++, R, Mathematics, Physics, Quantitative Analysis, Python, Excel, Asset, Portfolio Optimization
Education
Harvard University 2011 — 2011
cont. ed., Financial Accounting and Statement Analysis
New York University 2008 — 2008
cont. ed., Advanced Portfolio and Risk Management Boot Camp
University of Washington 1999 — 2003
Ph.D., Applied Mathematics (Mathematical Physics and Inverse Problems for Partial Differential Equations)
Union College 1988 — 1992
B.S., Physics (Magna Cum Laude)
Longmeadow High School
Russell Investments January 2012 - Present
Independent Contractor October 2009 - December 2011
Russell Investments January 1998 - April 2009
Greater Federal Way Chamber of Commerce January 1993 - January 1998
Skills
Event Management, Marketing, Advertising, Public Relations, Budgets, Direct Marketing, Strategic Planning, Business Development, Management, Sales, Team Leadership, Project Management, Lead Generation, Marketing Communications
Education
Pacific Lutheran University - School of Business 1995 — 1997
Bachelor of Business Administration, Emphasis in Marketing and Human Resource Management
Green River Community College 1993 — 1995
Associates of Arts
Puyallup High School
State Street Global Markets July 2014 - Present
Vanguard Asset Management August 2013 - Present
Russell Investments September 2006 - November 2012
Skills
Global Macro, Equities, Bloomberg, Portfolio Management, Financial Markets, Tactical Asset..., Investment Management, Capital Markets
Education
Indiana University - Kelley School of Business 1994 — 1998
Ph.D., Business Economics
University of Pennsylvania 1984 — 1988
BA, Economics
Schwab Advisor Services July 2015 - Present
Charles Schwab August 2011 - Present
UBS Institutional Consulting Group October 2009 - August 2011
Russell Investments October 2005 - December 2008
Russell Investments April 2004 - October 2005
Russell Investments January 2001 - April 2004
Russell Investments July 2000 - January 2001
Russell/Mellon Analytical Services March 1998 - May 2000
Russell/Mellon Analytical Services March 1996 - March 1998
Vining-Sparks, IBG, L.P. January 1995 - January 1996
Skills
Asset Allocation, Mutual Funds
Education
Gonzaga University 1989 — 1993
Gonzaga University 1989 — 1993
Gonzaga University - School of Business Administration 1989 — 1993
Finance, International Business, Italian, Philosophy
Gonzaga-in-Firenze 1991 — 1992
International Business
FireEye, Inc. April 2014 - Present
Russell Investments August 2011 - April 2014
Kforce Inc. January 2011 - July 2011
Terra Information October 2009 - January 2011
Genpact (Formerly GE Capital ) April 2004 - October 2009
Skills
Business Intelligence, Data Warehousing, Leadership, ETL, Data Modeling, SDLC, Business Analysis, Data Integration, Erwin, Data Warehouse..., Cognos, Data Governance, Master Data Management, Machine Learning, Java, Algorithms, Data Structures, Hadoop, NoSQL, Big Data, Sqoop, SQL, MapReduce, Hive, PL/SQL, RESTful WebServices, Python, Apache Pig, Database Design, Dimensional Modeling, Oracle, Microsoft SQL Server, Enterprise Architecture, Requirements Gathering, OLAP, T-SQL, Data Migration, Agile Methodologies, Requirements Analysis, Solution Architecture
Education
Guru Gobind Singh Indraprastha University 2001 — 2004
B Tech, Information Technology
Russell Investments January 2011 - Present
Russell Investments May 2005 - January 2011
Russell Investment Group 1997 - 2005
Skills
Equity Trading, ETFs, Equities, Investments, Fixed Income, DMA, Direct Market..., Trading, Series 7, Asset Management, Bonds, Order Management, Trading Systems, Equity Transactions, Fixed Income Trading, Transition Management, Series 24, Series 63, Series 66, Series 55, Global Trading, Emerging Markets, Frontier Markets
Education
Hillsdale College 1993 — 1997
Bachelor of Science (B.S.), Chemistry
Microsoft August 2010 - Present
Russell Investments March 2010 - August 2010
Cigna (Cognizant Technology Solutions) October 2009 - February 2010
Music Choice March 2009 - July 2009
Skills
.NET, C#, Agile Methodologies, Microsoft SQL Server, Web Services, ASP.NET, JavaScript, Test Automation, Java, Oracle, Windows Phone, Windows Azure, Data Modeling, Distributed Computing, PowerShell, Windows Services, C, C++, TFS, Octopus, Data Security, Performance Tuning, ASP.NET MVC, Entity Framework, SSIS, SSRS, Teradata Data Warehouse, SQL Tuning
Education
Jawaharlal Nehru Technological University 2001 — 2005
B.TECH, COMPUTER SCIENCE
Fidelity Investments January 2010 - Present
Russell Investments May 2007 - April 2008
MFS Investment Management September 2004 - December 2006
Trusco Capital Management June 2000 - September 2004
Skills
Investments, Series 7, Institutional, Client Service, Portfolio Management
Education
Georgia Institute of Technology 1998 — 2000
MBA, Finance
University of Notre Dame 1991 — 1995
BS, Chemical Engineering
University of Washington, School of Medicine April 2011 - Present
Russell Investments April 2010 - April 2011
JPMorgan Chase (formerly Washington Mutual) May 2006 - March 2009
Camp Fire USA September 2004 - April 2006
Education
Gonzaga University - School of Business Administration 2004 — 2005
Masters, Accounting
Gonzaga University 2000 — 2004
Bachelors, Accounting
Russell Investments June 2010 - Present
Russell Investment Group August 2003 - June 2010
Merrill Lynch December 2000 - August 2003
Airborne Express 1998 - 2000
Stevedoring Services of America 1997 - 1998
Standard Register 1996 - 1997
Standard Register 1996 - 1997
Standard Register 1996 - 1997
Standard Register 1996 - 1997
Standard Register 1996 - 1997
Skills
Series 7, Asset Allocation, Mutual Funds, Wealth Management, Alternative Investments, Investment Advisory, Investment Strategies, Investments, Asset Managment, ETFs
Education
University of Denver - Daniels College of Business 2012 — 2014
Master of Business Administration (MBA)
Gonzaga University 1992 — 1996
BA, Economics
Golden High School 1988 — 1992
High school diploma
Russell Investments April 2009 - Present
Education
Grambling State University 2002 — 2006
B.Sc., Criminal Justice - Pre-Law
TruStone Financial July 2009 - Present
Jeffrey Slocum & Associates August 2008 - August 2009
RBC Wealth Management July 2000 - July 2008
GMAC-RFC 1998 - 2001
Eagle Capital Management June 1997 - October 1998
Russell Investments June 1995 - May 1996
Wurts & Associates September 1993 - May 1995
US Navy June 1989 - June 1993
Skills
Portfolio Management, Banking, Credit Analysis, Credit, Financial Analysis, Fixed Income, Alternative Investments, Hedge Funds, Risk Management, Asset Allocation, Investments, Financial Modeling, Equities, Commercial Lending, Loans, Finance
Education
University of Minnesota - Carlson School of Management 1996 — 1997
MBA, Finance
Illinois Institute of Technology 1986 — 1989
BBA, Finance
T-Mobile April 2012 - December 2012
Russell Investments April 2011 - December 2011
AT&T - via Apex Systems October 2008 - July 2009
JDSU October 2006 - September 2008
Boeing Company -Enterprise Systems Integration, Commercial Airplanes and Space & Defense October 2004 - March 2006
Skills
Visio, Servers, Requirements Analysis, XP, Software Documentation, Troubleshooting, SharePoint, VoIP, Windows Server, Management, Data Center, Windows XP, Testing, Networking, Unix, Technical Support, Microsoft Excel, Agile Methodologies
Education
University of Washington - Tacoma Technical Campus 2008 — 2009
Continued work towaqrds a Bachelor's of Science degree - unfinished due to work and finances, Computer Science
Highline Community College 2002 — 2004
AAS, Computer Sciences
Modern Systems Corporation (NASDAQ:BPHX) 2012 - Present
CIO Consulting LLC 2009 - Present
Russell Investments 2009 - 2010
Starbucks Coffee Company 2001 - 2008
Coca-Cola Amatil 1997 - 2001
Bristol-Myers Squibb 1994 - 1997
Apple Inc. 1989 - 1994
New York Daily News 1983 - 1989
PwC 1976 - 1983
Skills
IT Strategy, Strategic Planning, Business Alignment, Global Delivery, Vendor Management, Program Management, Business Process..., Change Management, Business Transformation, IT Management, Project Portfolio..., Outsourcing, PMO, Business Analysis, Business Intelligence
Education
INSEAD
Fontainebleau, France
University of Scranton
MBA, Finance & BS, Mathematics
Russell Investments April 1990 - April 2009
Education
Idaho State University 1965 — 1967
Education
T-Mobile USA Inc. November 2013 - Present
T-Mobile April 2012 - October 2013
Microsoft May 2011 - March 2012
T-Mobile January 2011 - May 2011
Russell Investments March 2010 - December 2010
Skills
Windows Azure, Microsoft SQL Server, C#, ASP.NET, .NET, Agile Methodologies, T-SQL, SSRS, Cloud Computing, ASP.NET MVC, Microsoft Technologies, WCF, IIS, Web Services, LINQ, TFS, Web Applications, WPF, Entity Framework, SOA
Education
New York Institute of Technology-Old Westbury 2007 — 2008
GNITS - JNTU 2002 — 2005
BTech
Kendriya Vidyalaya
Russell Investments May 2014 - Present
INTL FCStone Inc. June 2011 - May 2014
Third Stone Partners May 2010 - July 2011
Stuart School of Business September 2009 - December 2009
Skills
Monte Carlo Simulation, Derivatives, Quantitative Finance, VBA, Risk Management, Matlab, Statistics, SQL, C#, FX Options, Bloomberg Terminal, Commodity, Trading Strategies, Quantitative Analysis, Time Series Analysis, Financial Modeling, Financial Risk
Education
Illinois Institute of Technology 2009 — 2011
Master, Finance
Tsinghua University 2006 — 2009
Master, Software Engineering
Beijing University of Posts and Telecommunications 2002 — 2006
Bachelor, Information Engineering
Oliver Wyman 2012 - Present
J.P. Morgan 2011 - 2012
Morgan Stanley 2009 - 2011
Russell Investments June 2008 - September 2008
Skills
Investment Banking, Financial Modeling, Capital Markets, Private Equity, Valuation, Equities, Derivatives, Business Strategy, Emerging Markets, Investments, Management Consulting, Sales Force..., Pricing Strategy, Strategic Sourcing, Sales Strategy, Fixed Income, Corporate Finance, Equity Research, Financial Analysis, Economics, Hedge Funds, Asset Managment, Mergers, Quantitative Analytics, Growth Strategies
Education
Harvard University 2005 — 2009
A.B., Economics
Anglican Church Grammar School 2000 — 2004
BlackRock April 2014 - Present
CPP Investment Board October 2013 - January 2014
BlackRock July 2010 - October 2012
Russell Investments February 2010 - June 2010
Pacific Lutheran University September 2009 - May 2010
Threshold Group June 2008 - September 2009
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2014
Master of Financial Engineering
Pacific Lutheran University 2006 — 2010
Financial Mathematics & Mathematical Economics
General Assembly
MacDonald-Miller July 2015 - Present
Pacific Lutheran University January 2010 - Present
Bill & Melinda Gates Foundation May 2013 - July 2015
Enstar Group/Paladin Managed Care Services, Inc. August 2010 - May 2013
City of Tacoma September 2007 - August 2010
Cherry Road Technology January 2001 - September 2007
Russell Investments 1999 - 2001
Skills
Change Management, Project Management, Portfolio Management, Leadership, Program Management, Process Improvement, Business Analysis, Organizational..., Management Consulting, SharePoint, SDLC, Strategic Planning, Vendor Management, Project Planning, Management, Cross-functional Team..., Project Portfolio..., Strategy, Mergers & Acquisitions
Education
Pacific Lutheran University 2007 — 2009
MBA, Technology and Innovation Management
Stanford University 2005 — 2006
Cert, Mastering the Project Portfolio
Pacific Lutheran University 1995 — 1999
BS, Political Science/Business Administration
Lancaster University 1996 — 1997
Study Abroad - United Kingdom (UK), Business Administration and Management, General
Pasco/Kamiakin
Russell Investments October 2011 - Present
Russell Investments January 1999 - October 2011
Roman Meal Company 1996 - 1999
Education
Gonzaga University - School of Business Administration
U.S. AIR FORCE RESERVE January 1982 - Present
Group Health June 2014 - December 2014
MultiCare Health System July 2013 - March 2014
Pettit Oil Company January 2011 - February 2013
Russell Investments October 1995 - April 2009
Skills
Microsoft Excel, Customer Service, Strategic Planning, Marketing, Team Leadership, Account Management, Real Estate, New Business Development, Forecasting, Business Development, Team Building, Recruiting, Microsoft Word, Construction, Outlook, Advertising, Budgets, Accounting, Administrative..., Contract Management
Education
U.S. Air Force 1982 — 2015
National EMT Registration, Emergency Medicine
Highline College 1977 — 1979
Associate's Degree, Aviation Business
Highline College 1975 — 1977
Associate's Degree, Transportation Business
Unitus June 2010 - July 2010
Plumb Signs, Inc. August 2005 - May 2010
REALTOR.COM June 2004 - July 2005
British Broadcasting Corp May 2003 - August 2003
AMERICAN REALTY ADVISORS July 2000 - July 2001
The Capital Group, Inc. February 1996 - May 2000
Russell Investments November 1994 - November 1995
Education
Georgetown University - The McDonough School of Business 2002 — 2004
MBA
University of Puget Sound 1991 — 1994
BA, Accounting
Richardson GMP April 2014 - Present
Richardson GMP Limited May 2010 - April 2014
Russell Investments May 2007 - May 2010
Russell Investments October 2004 - May 2007
CIBC 2002 - October 2004
Merrill Lynch February 2000 - 2002
TD September 1998 - February 2000
Skills
Investment Strategies, Alternative Investments, Mutual Funds, Wealth Management, Investment Advisory, Investment Management, Investments, Asset Management, Asset Allocation, Asset Managment, Portfolio Management, ETFs, Equities, Hedge Funds, High Net Worth..., Retirement Planning, Wealth Management..., Fixed Income, Capital Markets, Securities, Recruiting, Practice Management, Leadership, Coaching, Trading, Directors, Financial Services, Estate Planning, Insurance, Tax Advisory, Due Diligence, Project Management, Product Development, Wrap Accounts, 360 Feedback, Sales Management, Business Development, Marketing Strategy, Operations Management, Relationship Management, Lead Generation, Team Building, Investment Banking, Private Placements, Private Equity, Economics, Research, Professional..., Compliance, Branch Management
Education
The University of Western Ontario - King's University College 1995 — 1998
Bachelor's Degree, Economics
Space Needle LLC June 2010 - September 2010
Russell Investments October 2008 - March 2009
Russell Investments July 2008 - September 2008
Laird Norton Tyee February 2007 - February 2008
US Bank September 2004 - July 2006
US Bank May 2004 - September 2004
US Bank November 2001 - May 2004
Skills
Financial Reporting, Research, Problem Solving, Highly Analytical, Attention To Detail, Microsoft Office, Great Plains Software, Business Relationship..., Teamwork, Accounting
Education
University of Washington 2009 — 2011
B.A., Business Administration/Accounting
Highline College 2009 — 2009
Business and Accounting
Wheaton College 1992 — 1996
B.A., Psychology
Russell Investments June 2014 - Present
Northwestern Mutual December 2011 - June 2014
Wells Fargo Bank May 2011 - December 2011
Northwestern Mutual May 2010 - September 2010
Mill Creek Country Club May 2008 - August 2010
Skills
Budgets, Finance, Human Resources, Leadership, Life Insurance, Management, Marketing Strategy, Strategic Financial..., Retirement, Marketing
Education
Gonzaga University 2007 — 2011
Business Administration, Finance and Marketing
Bishop blanchet High School
Blanchet High School
ThyssenKrupp Aerospace February 2013 - Present
ThyssenKrupp Aerospace July 2012 - February 2013
ThyssenKrupp Aerospace October 2010 - July 2012
Russell Investments March 2010 - June 2010
UPS February 2006 - January 2010
Skills
Access, Process Improvement, Outlook, Data Analysis, Microsoft Excel, VBA, Analysis, Continuous Improvement, Customer Service, Forecasting, Operations Management, Procurement, Project Management, Six Sigma, Supply Chain Management
Education
University of Washington 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Highline Community College 2006 — 2008
Associate of Arts (A.A.), Business Administration
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
Qualcomm June 2008 - July 2013
Russell Investments May 2007 - August 2007
Russell Investments May 2006 - August 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Finance, Budgets, Quantitative Analytics, Microsoft Excel, Analytics, Competitive Analysis, Forecasting, Economics, PowerPoint, Data Analysis, Corporate Finance, Analysis, Healthcare, Investment Banking, Accounting
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
University of San Diego 2004 — 2008
Bachelor of Arts, Economics
Brevan Howard April 2014 - Present
Russell Investments June 2011 - October 2013
Georgia State University January 2010 - January 2011
Georgia State University 2011 - 2011
Midas Medici Group Holdings / Knox Lawrence International, LLC June 2007 - June 2009
The Corcoran Group November 2005 - August 2007
Ian Schrager Company January 2001 - August 2004
Skills
Social Media, Media Relations, Research, Event Planning, Event Management, Leadership, Marketing, Strategic Planning, Public Relations, Social Media Marketing, Editing, Program Management, Digital Marketing, Fundraising, Social Networking
Education
New York University
Professional Certificate in Investor Relations, Investor Relations, Capital Markets, SEC/FINRA Regulations
Georgia State University 2009 — 2011
MFA, Communications
New York University
BFA, Drama
SKB Enterprises January 2012 - Present
Palomar Christian Conference Center March 2011 - August 2011
Harsch Investment Properties September 2010 - January 2011
Rocky Ridge Elementary School September 2009 - September 2010
Russell Investments February 2007 - August 2008
Woodstone Credit Union August 2004 - February 2007
Boeing January 1998 - January 2002
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Visual Basic, Accounts Payable, Account Reconciliation, Administrative..., Accounts Receivable, Banking, Bookkeeping
Education
Green River Community College 1998 — 2002
AA, Accounting and Business/Management
Russell Investments 2010 - Present
Ellington Management Group February 2006 - July 2008
Education
Wharton Business School 2008 — 2010
MBA, Real Estate, Finance
Harvard University 1999 — 2003
BA, Government
Northfield Information Services, Inc. September 2014 - May 2015
Harvard Undergraduate Art Journal September 2013 - May 2015
Harvard School of Engineering and Applied Sciences September 2014 - January 2015
Goldman Sachs June 2014 - August 2014
The Harvard Financial Analysts Club February 2012 - January 2014
Harvard Crimson, Inc August 2011 - January 2014
Goldman Sachs June 2013 - August 2013
The Hasty Pudding Theatricals September 2012 - May 2013
Russell Investments May 2012 - August 2012
Skills
Business Intelligence, Building Relationships, Stata, Microsoft Excel, C, JavaScript, HTML 5, Equity Valuation, Social Media Marketing, Business Process..., Data Analysis, French, R, Google Analytics, Strategic Partnerships, Online Advertising, Data Science, Python, Research, Public Speaking, Statistics
Education
Harvard University 2011 — 2015
A.B., Statistics and History of Art and Architecture
The Lakeside School 2007 — 2011
Arts and Economics Specializer
UBS May 2013 - Present
Arete Partners June 2012 - April 2013
Russell Investments July 2009 - June 2012
Schaffer Consulting June 1998 - June 2009
Morgan Stanley May 1993 - June 1998
BAE Systems January 1988 - May 1993
HSBC January 1985 - January 1988
Skills
Executive Coaching, Organizational..., Talent Management, Organizational..., Change Management, Human Resources, Succession Planning, Training, Coaching, Organizational Design, Leadership Development, Culture Change, Program Management, Workshop Facilitation, Business Process..., Team Building, Employee Engagement, Leadership, Strategy
Education
University of Cambridge 1979 — 1982
Bachelor's degree and Master's degree in History, History
INSEAD 2012 — 2014
Masters in Clinical Organizational Psychology, Organizational Behavior Studies, Distinction
University of the West of England 2014 — 2019
Faculty of Business and Law, PhD (part-time) in Organization Studies
Tavistock Institute 1996 — 1997
Masters in Psychotherapy Theory and Practice, Clinical Psychology
London University 1983 — 1985
Post Graduate Diploma in Personnel Management, Human Resources Management and Services, Distinction
Russell Investments 2004 - 2011
Metso Paper January 1999 - November 2003
Education
Green River Community College 1983 — 1984
Fife High School 1979 — 1983
Symetra 2011 - Present
Russell Investments 2008 - 2010
Russell Investments 1994 - 2008
Sutherland Asbill & Brennan LLP 1990 - 1994
Ropes & Gray LLP 1987 - 1990
Skills
Financial Services, Insurance, Investments, Mutual Funds, Securities, Series 63
Education
Beijing University
Certificate of Chinese Law
Georgetown University - The McDonough School of Business
Master of Business Administration (MBA)
Georgetown University Law Center
Doctor of Law (JD)
Wheaton College
Bachelor of Arts (BA)
Russell Investments Associate - Product SpecialistBlackRockOctober 2007 - 2010
Quellos Capital Management September 2006 - October 2007
Bank of America July 2000 - September 2006
DLJdirect July 1999 - July 2000
Education
Lafayette College 1995 — 1999
Bachelor's Degree, History
The Pingry School 1991 — 1995