Russell Investments
Industry: Company
DescriptionRussell Investments is a global asset management firm, founded in 1936. It provides multi-asset investing solutions to institutional investors, as well as to individuals via financial advisors. The company is owned by private equity firms TA Associates and Reverence Capital Partners. AUM: $277 billion as of 06/30/17 CEO: Michelle Seitz CFO: Jennifer McPeek Headquarters: Seattle, Washington, United States Parent organization: TA Associates Number of employees: 1,950
Russell Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Russell Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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1,452 Russell Investments employees in database. Find out everything there's to know about Russell Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Russell Investments Employees
Employee
Years
Job
Industry
Laura A. Hutchison, CIMA, CPWA Laura A. Hutchison, CIMA, CPWA's Russell Investments Experience January 2015 - Present
Job Practice Management Consultant at Russell Investments
Industry Financial Services
Experience
Russell Investments January 2015 - Present
Russell Investments April 2004 - December 2014
Russell Investments April 2004 - December 2014
Strong Investments October 2001 - April 2004
Strong Investments April 2000 - October 2001
Skills
Leadership, Series 7, Mutual Funds, Sales, Investments, Talent Management, Selling, Series 63, Asset Allocation, Coaching, Investment Management, Alternative Investments, Recruiting, Strategic Planning, Sales Management, Management, Financial Services, Asset Management
Education
Marquette University
MBA
Mount Mary College
BA, Public Relations
Additional Coursework / Training:
Russell Investments January 2015 - Present
Russell Investments April 2004 - December 2014
Russell Investments April 2004 - December 2014
Strong Investments October 2001 - April 2004
Strong Investments April 2000 - October 2001
Skills
Leadership, Series 7, Mutual Funds, Sales, Investments, Talent Management, Selling, Series 63, Asset Allocation, Coaching, Investment Management, Alternative Investments, Recruiting, Strategic Planning, Sales Management, Management, Financial Services, Asset Management
Education
Marquette University
MBA
Mount Mary College
BA, Public Relations
Additional Coursework / Training:
Nicholas Tunell Nicholas Tunell's Russell Investments Experience October 2014 - Present
Job Derivatives Analyst at Russell Investments
Industry Financial Services
Experience
Russell Investments October 2014 - Present
Russell Investments May 2014 - October 2014
Montana State University January 2013 - May 2014
Montana State University July 2012 - May 2014
BGM TruNorth Wealth Partners June 2012 - August 2013
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Model Portfolios, Public Speaking, Financial Risk, Conflict Management, Leadership, High Pressure Situations, Portfolio Management, Investments, Accounting, Analysis, Finance
Education
Montana State University-Bozeman 2011 — 2014
Bachelor of Science (BS), Finance
Russell Investments October 2014 - Present
Russell Investments May 2014 - October 2014
Montana State University January 2013 - May 2014
Montana State University July 2012 - May 2014
BGM TruNorth Wealth Partners June 2012 - August 2013
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Model Portfolios, Public Speaking, Financial Risk, Conflict Management, Leadership, High Pressure Situations, Portfolio Management, Investments, Accounting, Analysis, Finance
Education
Montana State University-Bozeman 2011 — 2014
Bachelor of Science (BS), Finance
Heather McClellan's Russell Investments Experience November 2014 - Present
Job at
Industry Financial Services
Experience
Russell Investments November 2014 - Present
Russell Investments November 2012 - November 2014
Russell Investments May 2012 - November 2012
Linfield College September 2011 - May 2012
TechniTrader June 2011 - August 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Budgets, Public Speaking, Editing, Strategic Planning, Writing, Data Analysis, Data Entry, French, Multi Tasking, Work Well Independently, Time Management, Team-oriented, Eviews, Data Collection, Database Admin, Sales Logix, Administrative Functions, Analysis, Leadership, Stress Management, Microsoft Excel, Economic Research, White Papers, Newsletter Production, Pivot Tables, Managing Database, Teamwork
Education
Linfield College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Linfield College 2008 — 2012
B.A, Economics
Russell Investments November 2014 - Present
Russell Investments November 2012 - November 2014
Russell Investments May 2012 - November 2012
Linfield College September 2011 - May 2012
TechniTrader June 2011 - August 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Budgets, Public Speaking, Editing, Strategic Planning, Writing, Data Analysis, Data Entry, French, Multi Tasking, Work Well Independently, Time Management, Team-oriented, Eviews, Data Collection, Database Admin, Sales Logix, Administrative Functions, Analysis, Leadership, Stress Management, Microsoft Excel, Economic Research, White Papers, Newsletter Production, Pivot Tables, Managing Database, Teamwork
Education
Linfield College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Linfield College 2008 — 2012
B.A, Economics
Ryan Michael Schmidt's Russell Investments Experience September 2015 - Present
Job Associate Compliance Officer at Russell Investments
Industry Investment Management
Experience
Russell Investments September 2015 - Present
Russell Investments September 2013 - September 2015
Seattle Athletic Club July 2012 - August 2013
JPMorgan Chase 2009 - 2011
University of Washington January 2009 - October 2009
Washington National Primate Research Center (WaNPRC) 2008 - 2009
Skills
Research, Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Banking, Leadership, Data Entry, Economics, SPSS, Econometrics, Data Processing, Data Reconciliation, Marketing Strategy, Customer Service, Public Speaking, Management, Strategic Planning
Education
Oregon State University 2012 — 2013
Bachelor of Science (B.S.), Economics
University of Washington 2007 — 2011
Bachelor of Science (B.S.), Psychology
Russell Investments September 2015 - Present
Russell Investments September 2013 - September 2015
Seattle Athletic Club July 2012 - August 2013
JPMorgan Chase 2009 - 2011
University of Washington January 2009 - October 2009
Washington National Primate Research Center (WaNPRC) 2008 - 2009
Skills
Research, Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Banking, Leadership, Data Entry, Economics, SPSS, Econometrics, Data Processing, Data Reconciliation, Marketing Strategy, Customer Service, Public Speaking, Management, Strategic Planning
Education
Oregon State University 2012 — 2013
Bachelor of Science (B.S.), Economics
University of Washington 2007 — 2011
Bachelor of Science (B.S.), Psychology
Aisha Amode Aisha Amode's Russell Investments Experience June 2013 - August 2013
Job Summer Law Student Compliance Department at Equitable Bank
Industry Legal Services
Experience
Society of Ontario Adjudicators and Regulators (SOAR) October 2014 - Present
Equitable Bank May 2014 - August 2014
Russell Investments June 2013 - August 2013
Legal Aid Ontario July 2010 - June 2012
Carlson Marketing Canada August 2006 - July 2009
Skills
Constitutional Law, Public Law, Administrative Law, Poverty Law, Public Policy, Legal Research, Public Administration, Program Evaluation, Social Justice, French, Research, Policy Analysis, Legal Writing
Education
York University - Osgoode Hall Law School 2013 — 2015
Doctor of Law (JD), Law
McGill University 2012 — 2013
Bachelor of Laws (LL.B.) and Bachelor of Civil Law (B.C.L), Law
York University 2011 — 2012
Graduate Diploma in Justice System Administration
York University 2010 — 2012
Master of Public Policy, Administration and Law
York University 2007 — 2010
Bachelor of Arts (B.A.), Professional Writing (Institutional Communications Stream)
Society of Ontario Adjudicators and Regulators (SOAR) October 2014 - Present
Equitable Bank May 2014 - August 2014
Russell Investments June 2013 - August 2013
Legal Aid Ontario July 2010 - June 2012
Carlson Marketing Canada August 2006 - July 2009
Skills
Constitutional Law, Public Law, Administrative Law, Poverty Law, Public Policy, Legal Research, Public Administration, Program Evaluation, Social Justice, French, Research, Policy Analysis, Legal Writing
Education
York University - Osgoode Hall Law School 2013 — 2015
Doctor of Law (JD), Law
McGill University 2012 — 2013
Bachelor of Laws (LL.B.) and Bachelor of Civil Law (B.C.L), Law
York University 2011 — 2012
Graduate Diploma in Justice System Administration
York University 2010 — 2012
Master of Public Policy, Administration and Law
York University 2007 — 2010
Bachelor of Arts (B.A.), Professional Writing (Institutional Communications Stream)
Dominick De Leone Dominick De Leone's Russell Investments Experience June 2012 - December 2012
Job Sales Development Representative at DoubleDutch
Industry Financial Services
Experience
DoubleDutch February 2015 - Present
Ebowl.biz August 2010 - Present
Fisher Investments July 2014 - February 2015
Fisher Investments February 2013 - July 2014
Russell Investments June 2012 - December 2012
University of Washington January 2010 - December 2012
Aqua by El Gaucho May 2010 - June 2012
Wells Fargo Bank March 2009 - June 2010
Skills
Leadership, Microsoft Office, Teamwork, Customer Service, Investments, Sales, PowerPoint, Self-driven, Interpersonal Skill, Financial Analysis, Microsoft Excel, Compliance, Email Marketing, Portfolio Management, Risk Management, Valuation, Accounting, Adobe Creative Suite, Salesforce.com, Building Relationships, Close Attention to..., Independent Contributor, Excel, Adaptability, Organization, Process Management, Mentoring, Presenter, Financial Operations
Education
University of Washington 2010 — 2012
BA, Business: Finance, Major: 3.6
Northeastern University 2007 — 2008
International Business/Finance
DoubleDutch February 2015 - Present
Ebowl.biz August 2010 - Present
Fisher Investments July 2014 - February 2015
Fisher Investments February 2013 - July 2014
Russell Investments June 2012 - December 2012
University of Washington January 2010 - December 2012
Aqua by El Gaucho May 2010 - June 2012
Wells Fargo Bank March 2009 - June 2010
Skills
Leadership, Microsoft Office, Teamwork, Customer Service, Investments, Sales, PowerPoint, Self-driven, Interpersonal Skill, Financial Analysis, Microsoft Excel, Compliance, Email Marketing, Portfolio Management, Risk Management, Valuation, Accounting, Adobe Creative Suite, Salesforce.com, Building Relationships, Close Attention to..., Independent Contributor, Excel, Adaptability, Organization, Process Management, Mentoring, Presenter, Financial Operations
Education
University of Washington 2010 — 2012
BA, Business: Finance, Major: 3.6
Northeastern University 2007 — 2008
International Business/Finance
Jennifer Palermo Jennifer Palermo's Russell Investments Experience February 2002 - December 2002
Job High School Math Teacher & Department Chair
Industry Primary/Secondary Education
Experience
WT Woodson High School August 2007 - Present
People to People Ambassador Programs September 2007 - Present
Fairfax County Public Schools April 2013 - Present
Fairfax County Public Schools August 2007 - Present
Fairfax County Public Schools 2010 - Present
Prince William County Public Schools August 2003 - June 2007
Southwestern Pennsylvania Commission December 2002 - August 2003
Russell Investments February 2002 - December 2002
Skills
Curriculum Design, Classroom, Mathematics Education, Lesson Planning, Classroom Management, Differentiated..., Tutoring, Curriculum Development, Educational Technology, Educational Leadership, Smartboard, Instructional Technology, Secondary Education, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Data Analysis, Training
Education
Old Dominion University 2005 — 2007
Master's Degree, Secondary Education and Teaching
University of Pittsburgh 1995 — 2000
Bachelor's Degree, Mathematics
Montour HS
Diploma
WT Woodson High School August 2007 - Present
People to People Ambassador Programs September 2007 - Present
Fairfax County Public Schools April 2013 - Present
Fairfax County Public Schools August 2007 - Present
Fairfax County Public Schools 2010 - Present
Prince William County Public Schools August 2003 - June 2007
Southwestern Pennsylvania Commission December 2002 - August 2003
Russell Investments February 2002 - December 2002
Skills
Curriculum Design, Classroom, Mathematics Education, Lesson Planning, Classroom Management, Differentiated..., Tutoring, Curriculum Development, Educational Technology, Educational Leadership, Smartboard, Instructional Technology, Secondary Education, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Data Analysis, Training
Education
Old Dominion University 2005 — 2007
Master's Degree, Secondary Education and Teaching
University of Pittsburgh 1995 — 2000
Bachelor's Degree, Mathematics
Montour HS
Diploma
Derek Leonard, CFA's Russell Investments Experience 2004 - 2008
Job Investment Manager
Industry Venture Capital & Private Equity
Experience
Intellectual Ventures 2008 - 2014
Russell Investments 2004 - 2008
American Express 2001 - 2003
Skills
Venture Capital, Valuation, Strategy, Management, Market Research, Due Diligence, Start-ups, Analysis, Mergers & Acquisitions, Hedge Funds, Business Development, Business Strategy, Strategic Partnerships, Entrepreneurship, Executive Management, Private Equity, Strategic Planning, Competitive Analysis
Education
Yale University - Yale School of Management 1999 — 2001
MBA, Finance & Strategy
University of Washington 1996 — 1997
MA, International studies - (China)
Occidental College 1994 — 1996
BA, Diplomacy & World Affairs
Intellectual Ventures 2008 - 2014
Russell Investments 2004 - 2008
American Express 2001 - 2003
Skills
Venture Capital, Valuation, Strategy, Management, Market Research, Due Diligence, Start-ups, Analysis, Mergers & Acquisitions, Hedge Funds, Business Development, Business Strategy, Strategic Partnerships, Entrepreneurship, Executive Management, Private Equity, Strategic Planning, Competitive Analysis
Education
Yale University - Yale School of Management 1999 — 2001
MBA, Finance & Strategy
University of Washington 1996 — 1997
MA, International studies - (China)
Occidental College 1994 — 1996
BA, Diplomacy & World Affairs
Holly Hollub-Verdeyen Holly Hollub-Verdeyen's Russell Investments Experience May 2013 - Present
Job Director of Defined Contribution Investments at Russell Investments
Industry Investment Management
Experience
Russell Investments May 2013 - Present
UBS Global Asset Management February 2003 - April 2013
BlackRock April 1999 - September 2002
Skills
Asset Managment, Investment Management, Financial Services, Institutional, Financial Advisory, CRM
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA - May 2009, Executive MBA Program
St. Norbert College 1993 — 1997
Bachelor of Business Administration (BBA), Finance, General
Notre Dame Academy 1990 — 1993
High School
Russell Investments May 2013 - Present
UBS Global Asset Management February 2003 - April 2013
BlackRock April 1999 - September 2002
Skills
Asset Managment, Investment Management, Financial Services, Institutional, Financial Advisory, CRM
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA - May 2009, Executive MBA Program
St. Norbert College 1993 — 1997
Bachelor of Business Administration (BBA), Finance, General
Notre Dame Academy 1990 — 1993
High School
David Schofield's Russell Investments Experience 1996 - December 1999
Job Managing Director, Hall Capital Partners LLC
Industry Investment Management
Experience
Hall Capital Partners LLC March 2013 - Present
Brown University August 2006 - February 2013
Commonfund Capital January 2002 - July 2006
Montgomery Asset Mgmt, San Francisco January 2000 - December 2001
Russell Investments 1996 - December 1999
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Endowments, Portfolio Management, Fixed Income, Emerging Markets, Private Equity, Asset Allocation, Investments, Financial Modeling, Valuation, Due Diligence, Equity Research, Bloomberg, Institutional Investors, Investment Management, Venture Capital, Investment Strategies
Education
Northwestern University
Master of Business Administration (M.B.A.), Finance & Marketing
University of Pennsylvania
Bachelor's Degree, Political Science, English
Hall Capital Partners LLC March 2013 - Present
Brown University August 2006 - February 2013
Commonfund Capital January 2002 - July 2006
Montgomery Asset Mgmt, San Francisco January 2000 - December 2001
Russell Investments 1996 - December 1999
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Endowments, Portfolio Management, Fixed Income, Emerging Markets, Private Equity, Asset Allocation, Investments, Financial Modeling, Valuation, Due Diligence, Equity Research, Bloomberg, Institutional Investors, Investment Management, Venture Capital, Investment Strategies
Education
Northwestern University
Master of Business Administration (M.B.A.), Finance & Marketing
University of Pennsylvania
Bachelor's Degree, Political Science, English
Oliver Field's Russell Investments Experience April 2015 - Present
Job Private Client Services Intern at Russell Investments
Industry
Experience
Russell Investments April 2015 - Present
Russell Investments May 2014 - April 2015
Bleacher Report May 2013 - August 2014
University of Puget Sound 2013 - June 2014
Climax Portable Machining & Welding Systems June 2013 - August 2013
Skills
Analysis, Microsoft Word, Social Networking, Data Analysis, Customer Service, Leadership, Writing, Event Planning, Community Outreach, Management, Teamwork, Sales, Social Media Marketing
Education
University of Puget Sound 2012 — 2014
Bachelor of Arts (B.A.), Economics, Cum Laude
Occidental College 2010 — 2012
Riverdale High School
Russell Investments April 2015 - Present
Russell Investments May 2014 - April 2015
Bleacher Report May 2013 - August 2014
University of Puget Sound 2013 - June 2014
Climax Portable Machining & Welding Systems June 2013 - August 2013
Skills
Analysis, Microsoft Word, Social Networking, Data Analysis, Customer Service, Leadership, Writing, Event Planning, Community Outreach, Management, Teamwork, Sales, Social Media Marketing
Education
University of Puget Sound 2012 — 2014
Bachelor of Arts (B.A.), Economics, Cum Laude
Occidental College 2010 — 2012
Riverdale High School
Rachel Dietrich Rachel Dietrich's Russell Investments Experience 2004 - 2009
Job project specialist II, Global Consumer & Partner Insights at Starbucks Coffee Company
Industry Retail
Experience
Starbucks Coffee Company March 2015 - Present
Tacoma Bible College January 2012 - September 2014
Russell Investments 2004 - 2009
Skills
Project Management, Strategic Planning, Strategy Implementation, Organizational..., Business Writing, Team Leadership, Business Process..., Administration, Research, Analysis, Data Analysis, Statistics, Leadership, Higher Education, Teaching
Education
Loyola University New Orleans 2009 — 2011
Master of Business Administration (MBA), MBA
University of Puget Sound 2001 — 2004
Bachelor of Arts (BA), International Political Economy & Business Administration
Fife High School
Fife High School
Starbucks Coffee Company March 2015 - Present
Tacoma Bible College January 2012 - September 2014
Russell Investments 2004 - 2009
Skills
Project Management, Strategic Planning, Strategy Implementation, Organizational..., Business Writing, Team Leadership, Business Process..., Administration, Research, Analysis, Data Analysis, Statistics, Leadership, Higher Education, Teaching
Education
Loyola University New Orleans 2009 — 2011
Master of Business Administration (MBA), MBA
University of Puget Sound 2001 — 2004
Bachelor of Arts (BA), International Political Economy & Business Administration
Fife High School
Fife High School
Angie Santo-Walter Angie Santo-Walter's Russell Investments Experience November 2014 - Present
Job Director, Nonprofits and Healthcare Systems at Russell Investments
Industry Financial Services
Experience
Russell Investments November 2014 - Present
Russell Investments June 2012 - November 2014
Russell Investments October 2006 - June 2012
Washington Technology Center October 2004 - September 2006
Arthritis Foundation, Washington/Alaska Chapter October 2000 - March 2004
Skills
Event Management, Event Planning, Marketing Strategy, Budgets, Marketing, Fundraising, Marketing Communications, Integrated Marketing, Marketing Management, Corporate Events, Advertising, Meeting Planning, Creative Direction, Nonprofits, Relationship Marketing
Education
Miami University 1992 — 1996
Bachelors, Finance & Organizational Behavior
Russell Investments November 2014 - Present
Russell Investments June 2012 - November 2014
Russell Investments October 2006 - June 2012
Washington Technology Center October 2004 - September 2006
Arthritis Foundation, Washington/Alaska Chapter October 2000 - March 2004
Skills
Event Management, Event Planning, Marketing Strategy, Budgets, Marketing, Fundraising, Marketing Communications, Integrated Marketing, Marketing Management, Corporate Events, Advertising, Meeting Planning, Creative Direction, Nonprofits, Relationship Marketing
Education
Miami University 1992 — 1996
Bachelors, Finance & Organizational Behavior
Diosa Werner Diosa Werner's Russell Investments Experience September 2007 - September 2008
Job Business Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2012 - Present
LPL Financial April 2011 - October 2012
State Street September 2008 - April 2011
Russell Investments September 2007 - September 2008
Browne Management Company June 2006 - June 2007
Skills
Ten Key, Microsoft Office, QuickBooks, Bloomberg Terminal, Corporate Finance, Business Objects, Securities, Finance, Financial Services
Education
University of Washington 2003 — 2008
Bachelor's degree, Finance, General
Olympic College 2001 — 2003
Associate of Arts and Sciences (A.A.S.)
LPL Financial October 2012 - Present
LPL Financial April 2011 - October 2012
State Street September 2008 - April 2011
Russell Investments September 2007 - September 2008
Browne Management Company June 2006 - June 2007
Skills
Ten Key, Microsoft Office, QuickBooks, Bloomberg Terminal, Corporate Finance, Business Objects, Securities, Finance, Financial Services
Education
University of Washington 2003 — 2008
Bachelor's degree, Finance, General
Olympic College 2001 — 2003
Associate of Arts and Sciences (A.A.S.)
Lorraine Hyatt's Russell Investments Experience March 2002 - Present
Job Manager, Program Administration, Russell Investments
Industry Investment Management
Experience
Russell Investments March 2002 - Present
Russell Investments May 2008 - September 2010
Russell Investments June 2005 - April 2008
Russell Investments March 2002 - June 2005
Arctic Ice Cream November 1998 - October 2001
Vitamilk Dairy November 1994 - November 1998
Evergreen America November 1990 - August 1994
Skills
Microsoft Office, Microsoft Excel, Concur, Budgets, Program Management, Customer Service, Salesforce.com, Leadership, Outlook, Market Research, Investments, Human Resources, Management, Forecasting, Access, Process Improvement, Vendor Management
Education
North Seattle College
Russell Investments March 2002 - Present
Russell Investments May 2008 - September 2010
Russell Investments June 2005 - April 2008
Russell Investments March 2002 - June 2005
Arctic Ice Cream November 1998 - October 2001
Vitamilk Dairy November 1994 - November 1998
Evergreen America November 1990 - August 1994
Skills
Microsoft Office, Microsoft Excel, Concur, Budgets, Program Management, Customer Service, Salesforce.com, Leadership, Outlook, Market Research, Investments, Human Resources, Management, Forecasting, Access, Process Improvement, Vendor Management
Education
North Seattle College
Sumer Babulal Sumer Babulal's Russell Investments Experience September 2011 - January 2013
Job BI Specialist at Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente May 2014 - Present
Concur Technologies January 2013 - July 2014
Russell Investments September 2011 - January 2013
DIRECTV August 2007 - September 2011
Softpath System LLC 2005 - 2008
Lillian Vernon 2006 - 2006
Skills
Cognos, Data Warehousing, Business Intelligence, OLAP, Teradata, SQL Server 2000-2008, TM1, Cognos 10, Oracle, Microsoft SQL Server, ETL, Dimensional Modeling, Data Modeling, SSRS, SSIS, Informatica, Business Objects, Business Process, Management, Business Analysis, Business Intelligence..., Data Warehouse..., SDLC, Data Integration, Dashboard, Crystal Reports, Analysis Services, Databases, Requirements Gathering, Requirements Analysis, PL/SQL
Education
Ohio University 2004 — 2005
MBA
Kaiser Permanente May 2014 - Present
Concur Technologies January 2013 - July 2014
Russell Investments September 2011 - January 2013
DIRECTV August 2007 - September 2011
Softpath System LLC 2005 - 2008
Lillian Vernon 2006 - 2006
Skills
Cognos, Data Warehousing, Business Intelligence, OLAP, Teradata, SQL Server 2000-2008, TM1, Cognos 10, Oracle, Microsoft SQL Server, ETL, Dimensional Modeling, Data Modeling, SSRS, SSIS, Informatica, Business Objects, Business Process, Management, Business Analysis, Business Intelligence..., Data Warehouse..., SDLC, Data Integration, Dashboard, Crystal Reports, Analysis Services, Databases, Requirements Gathering, Requirements Analysis, PL/SQL
Education
Ohio University 2004 — 2005
MBA
jija thomas jija thomas's Russell Investments Experience November 2014 - Present
Job Data Architect at Russell Investments
Industry Information Technology and Services
Experience
Russell Investments November 2014 - Present
CHP May 2013 - Present
IFC - International Finance Corporation February 2011 - April 2013
IFC - International Finance Corporation 2009 - 2011
Skills
Data Modeling, PL/SQL, Oracle, MySQL, Database Design, Erwin, Informatica, Data Warehousing, ETL, DB2, Unix Shell Scripting, SDLC, Business Intelligence, SOA, Data Integration, Unix, SQL
Education
Mahatma Gandhi University 2002 — 2006
B Tech, Engineering
MACHS 1995 — 2000
Russell Investments November 2014 - Present
CHP May 2013 - Present
IFC - International Finance Corporation February 2011 - April 2013
IFC - International Finance Corporation 2009 - 2011
Skills
Data Modeling, PL/SQL, Oracle, MySQL, Database Design, Erwin, Informatica, Data Warehousing, ETL, DB2, Unix Shell Scripting, SDLC, Business Intelligence, SOA, Data Integration, Unix, SQL
Education
Mahatma Gandhi University 2002 — 2006
B Tech, Engineering
MACHS 1995 — 2000
Vanessa Foltinger Vanessa Foltinger's Russell Investments Experience May 2014 - August 2014
Job Private Banking Analyst at J.P. Morgan
Industry Investment Management
Experience
Marquette University January 2014 - Present
NCAA Athlete January 2012 - Present
J.P. Morgan June 2015 - August 2015
Russell Investments May 2014 - August 2014
Buell Motorcycle Company July 2013 - August 2013
Marriott International June 2012 - August 2012
Onalytica Ltd May 2011 - July 2011
Skills
Public Speaking, Event Planning, Teamwork, Asset Management, Team Building, English, Team Leadership, Analytics, Multilingual, Sports Marketing, Quantative Analysis, Qualitative Research, Microsoft Excel, Tennis Instruction, Youth Mentoring, Coaching & Mentoring, Danish, French, DCF Valuation, Client Services, Sales Management, Time Management, Social Media, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Management, Research
Education
Marquette University 2012 — 2015
Bachelor of Science in Business Administration, Finance & International Business
Aloha College Marbella 2008 — 2010
International Baccalaureate
Marquette University January 2014 - Present
NCAA Athlete January 2012 - Present
J.P. Morgan June 2015 - August 2015
Russell Investments May 2014 - August 2014
Buell Motorcycle Company July 2013 - August 2013
Marriott International June 2012 - August 2012
Onalytica Ltd May 2011 - July 2011
Skills
Public Speaking, Event Planning, Teamwork, Asset Management, Team Building, English, Team Leadership, Analytics, Multilingual, Sports Marketing, Quantative Analysis, Qualitative Research, Microsoft Excel, Tennis Instruction, Youth Mentoring, Coaching & Mentoring, Danish, French, DCF Valuation, Client Services, Sales Management, Time Management, Social Media, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Management, Research
Education
Marquette University 2012 — 2015
Bachelor of Science in Business Administration, Finance & International Business
Aloha College Marbella 2008 — 2010
International Baccalaureate
Sunil Gupta(MBA Finance) Sunil Gupta(MBA Finance)'s Russell Investments Experience July 2011 - December 2011
Job Lead Business Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
Genpact Headstrong Capital Markets January 2014 - October 2014
Catalyst System Inc. September 2013 - January 2014
Zurich Financial Services November 2012 - September 2013
HSBC Bank January 2012 - October 2012
Russell Investments July 2011 - December 2011
XMLYES PTY LTD July 2007 - July 2011
XMLYES PTY LTD November 2004 - June 2007
NuWave eSolutions Pvt. Ltd. December 2002 - September 2004
Logics Technologies December 2001 - November 2002
Skills
Business Analysis, Microsoft SQL Server, Java, Oracle HR, Databases, Requirements Gathering, SDLC, Requirements Analysis, User Acceptance Testing, Business Requirements, Business Process, Business Process Design, Business Intelligence, Stakeholder Management, Software Project..., Visio, Agile Methodologies, Business Process..., Systems Analysis, UML, Functional..., Use Case Analysis, Waterfall, Business Process Mapping, Software Documentation, Analysis, Testing, Management
Education
Macquarie University - Graduate School of Business 2010 — 2012
MBA, Finance
Shivaji University 1993 — 1997
BE, comp sci
JPMorgan Chase January 2014 - Present
Genpact Headstrong Capital Markets January 2014 - October 2014
Catalyst System Inc. September 2013 - January 2014
Zurich Financial Services November 2012 - September 2013
HSBC Bank January 2012 - October 2012
Russell Investments July 2011 - December 2011
XMLYES PTY LTD July 2007 - July 2011
XMLYES PTY LTD November 2004 - June 2007
NuWave eSolutions Pvt. Ltd. December 2002 - September 2004
Logics Technologies December 2001 - November 2002
Skills
Business Analysis, Microsoft SQL Server, Java, Oracle HR, Databases, Requirements Gathering, SDLC, Requirements Analysis, User Acceptance Testing, Business Requirements, Business Process, Business Process Design, Business Intelligence, Stakeholder Management, Software Project..., Visio, Agile Methodologies, Business Process..., Systems Analysis, UML, Functional..., Use Case Analysis, Waterfall, Business Process Mapping, Software Documentation, Analysis, Testing, Management
Education
Macquarie University - Graduate School of Business 2010 — 2012
MBA, Finance
Shivaji University 1993 — 1997
BE, comp sci
Caitlin Heber Caitlin Heber's Russell Investments Experience June 2015 - Present
Job Student at Massachusetts Institute of Technology
Industry Financial Services
Experience
Russell Investments June 2015 - Present
Massachusetts Institute of Technology (MIT) January 2013 - Present
Commonwealth of Massachusetts June 2014 - August 2014
NERA Economic Consulting January 2014 - January 2014
Drs. Niakan, Bright, and Heber (Neurologists) June 2009 - August 2013
Skills
Orchestral Music, Microsoft Office, Python, JavaScript, LaTeX
Education
MIT 2012 — 2016
Bachelor of Science (SB), Mathematics
Central Kistap High School 2008 — 2012
4.0/4.0
Russell Investments June 2015 - Present
Massachusetts Institute of Technology (MIT) January 2013 - Present
Commonwealth of Massachusetts June 2014 - August 2014
NERA Economic Consulting January 2014 - January 2014
Drs. Niakan, Bright, and Heber (Neurologists) June 2009 - August 2013
Skills
Orchestral Music, Microsoft Office, Python, JavaScript, LaTeX
Education
MIT 2012 — 2016
Bachelor of Science (SB), Mathematics
Central Kistap High School 2008 — 2012
4.0/4.0
Anthony Roethel's Russell Investments Experience May 2014 - Present
Job HR Specialist at Russell Investments
Industry Human Resources
Experience
Russell Investments May 2014 - Present
Russell Investments April 2012 - April 2014
Star Protection Agency, LLC at Russell Investments August 2008 - April 2012
US Army - 2/75th Ranger Regiment January 2004 - January 2008
Gibb Building Maintenance January 1995 - December 2003
Robert W. Baird & Co. August 2000 - November 2002
Skills
Human Resources, Workday, SharePoint Designer, SharePoint, Cornerstone, Ceridian, Ceridian Payroll System, Microsoft Office, Leadership, Management, Budgets, First Aid, Training, Cpr Certified, PeopleSoft, Emergency Management, Employee Training, Outlook, Firefighting, Account Management, Financial Analysis, Financial Reporting, Marketing, Payroll, Program Management, Team Leadership, Demolition, Training & Development, Accounting, Financial Accounting, Employee Benefits, Time Management, Firearms, Operations Management, Government - Secret..., Budgeting
Education
Marquette University 1999 — 2003
Bachelor of Science, Marketing
US Army Ranger School 2005 — 2005
Certificate, Leadership
US Army Airborne School 2004 — 2004
Certificate, Parachuting
Cedarburg High School 1996 — 1999
Diploma, General Education
Russell Investments May 2014 - Present
Russell Investments April 2012 - April 2014
Star Protection Agency, LLC at Russell Investments August 2008 - April 2012
US Army - 2/75th Ranger Regiment January 2004 - January 2008
Gibb Building Maintenance January 1995 - December 2003
Robert W. Baird & Co. August 2000 - November 2002
Skills
Human Resources, Workday, SharePoint Designer, SharePoint, Cornerstone, Ceridian, Ceridian Payroll System, Microsoft Office, Leadership, Management, Budgets, First Aid, Training, Cpr Certified, PeopleSoft, Emergency Management, Employee Training, Outlook, Firefighting, Account Management, Financial Analysis, Financial Reporting, Marketing, Payroll, Program Management, Team Leadership, Demolition, Training & Development, Accounting, Financial Accounting, Employee Benefits, Time Management, Firearms, Operations Management, Government - Secret..., Budgeting
Education
Marquette University 1999 — 2003
Bachelor of Science, Marketing
US Army Ranger School 2005 — 2005
Certificate, Leadership
US Army Airborne School 2004 — 2004
Certificate, Parachuting
Cedarburg High School 1996 — 1999
Diploma, General Education
David J. Liu David J. Liu's Russell Investments Experience November 2010 - May 2011
Job Sr. Analyst, FP&A at TMobile
Industry Financial Services
Experience
T-Mobile March 2014 - Present
Recreational Equipment Inc August 2009 - Present
Microsoft November 2011 - March 2012
B-Line, LLC May 2011 - November 2011
Russell Investments November 2010 - May 2011
Chinese Information and Services Center May 2009 - November 2010
GMAC Insurance November 2006 - September 2008
DaimlerChrysler Financial Services May 2003 - October 2006
Skills
Variance Analysis, Account Reconciliation, Financial Reporting, Credit, Accounting, Cash, Loans, Hedging, Cash Flow, Cash Management, FX, Revenue Recognition, Reporting & Analysis, General Ledger, Accounts Receivable, Balance, Reconciliation, Journal Entries, GAAP, Financial Analysis, Accruals, SOX, Financial Planning, Financial Accounting, Corporate Finance, Budgets, Process Improvement, Management, Pricing, Strategic Financial..., Financial Modeling, SAP, Forecasting, Finance
Education
Cranbrook Kingswood
Michigan State University
B.A., Finance
Prolango boot camp
T-Mobile March 2014 - Present
Recreational Equipment Inc August 2009 - Present
Microsoft November 2011 - March 2012
B-Line, LLC May 2011 - November 2011
Russell Investments November 2010 - May 2011
Chinese Information and Services Center May 2009 - November 2010
GMAC Insurance November 2006 - September 2008
DaimlerChrysler Financial Services May 2003 - October 2006
Skills
Variance Analysis, Account Reconciliation, Financial Reporting, Credit, Accounting, Cash, Loans, Hedging, Cash Flow, Cash Management, FX, Revenue Recognition, Reporting & Analysis, General Ledger, Accounts Receivable, Balance, Reconciliation, Journal Entries, GAAP, Financial Analysis, Accruals, SOX, Financial Planning, Financial Accounting, Corporate Finance, Budgets, Process Improvement, Management, Pricing, Strategic Financial..., Financial Modeling, SAP, Forecasting, Finance
Education
Cranbrook Kingswood
Michigan State University
B.A., Finance
Prolango boot camp
Brian Golob Brian Golob's Russell Investments Experience February 2009 - Present
Job Global General Counsel & CCO at Russell Investment Group
Industry Financial Services
Experience
Russell Investments February 2009 - Present
Russell Investment Group 1998 - 2009
Bogle & Gates, PLLC September 1991 - June 1998
Skills
Corporate Finance, Hedge Funds, Mutual Funds, Securities, Leadership, Investment Management, Alternative Investments, Asset Management, Management, Asset Managment, Equities, Economics, Asset Allocation
Education
New York University School of Law 1988 — 1991
JD, International Business, Corporate Finance
University of Washington 1983 — 1987
Bachelors of Arts, Economics
Russell Investments February 2009 - Present
Russell Investment Group 1998 - 2009
Bogle & Gates, PLLC September 1991 - June 1998
Skills
Corporate Finance, Hedge Funds, Mutual Funds, Securities, Leadership, Investment Management, Alternative Investments, Asset Management, Management, Asset Managment, Equities, Economics, Asset Allocation
Education
New York University School of Law 1988 — 1991
JD, International Business, Corporate Finance
University of Washington 1983 — 1987
Bachelors of Arts, Economics
Irene Maroney Irene Maroney's Russell Investments Experience April 1994 - Present
Job Senior Client Executive at Russell Investments
Industry Investment Management
Experience
Russell Investments April 1994 - Present
Education
New York University - Leonard N. Stern School of Business 1981 — 1987
MBA, Finance
Northeastern University 1977 — 1981
BS, Finance
Russell Investments April 1994 - Present
Education
New York University - Leonard N. Stern School of Business 1981 — 1987
MBA, Finance
Northeastern University 1977 — 1981
BS, Finance
Conor McCarthy, CFA Conor McCarthy, CFA's Russell Investments Experience February 1994 - March 2003
Job Director of Client Investment Solutions, Wellington Management
Industry Investment Management
Experience
Wellington Management August 2010 - Present
Wellington Management November 2007 - August 2010
Wellington Management October 2004 - December 2007
Putnam Investments March 2003 - October 2004
Russell Investments February 1994 - March 2003
Skills
Business Management, Business Strategy, Team Leadership, Global Business..., Investment Consulting, Investment Manager..., Asset Allocation, Alternative Investments, Japanese fluency, Beekeeper extraordinaire, Investment Management, Investment Advisory..., Management, Equities, Investments, Valuation, Investment Banking, Portfolio Management, Business Development, Investment Strategies, Asset Management, Financial Services, Emerging Markets, Hedge Funds
Education
University of Maryland College Park 1985 — 1988
B.A., Economics and Japanese
南山大学 1984 — 1985
Nanzan University, Economics, Japanese Studies
Wellington Management August 2010 - Present
Wellington Management November 2007 - August 2010
Wellington Management October 2004 - December 2007
Putnam Investments March 2003 - October 2004
Russell Investments February 1994 - March 2003
Skills
Business Management, Business Strategy, Team Leadership, Global Business..., Investment Consulting, Investment Manager..., Asset Allocation, Alternative Investments, Japanese fluency, Beekeeper extraordinaire, Investment Management, Investment Advisory..., Management, Equities, Investments, Valuation, Investment Banking, Portfolio Management, Business Development, Investment Strategies, Asset Management, Financial Services, Emerging Markets, Hedge Funds
Education
University of Maryland College Park 1985 — 1988
B.A., Economics and Japanese
南山大学 1984 — 1985
Nanzan University, Economics, Japanese Studies
Noelle Sargeant Noelle Sargeant's Russell Investments Experience August 2006 - December 2009
Job Executive Vice President, Human Resources at International Financial Data Services
Industry Financial Services
Experience
International Financial Data Services December 2009 - Present
Russell Investments August 2006 - December 2009
Scotia Capital May 2005 - August 2006
OMERS 1990 - 2004
RBC Dominion Securities 1986 - 1989
Skills
Performance Management, Employee Relations, Leadership Development, Business Analysis, Personnel Management, Human Resources, Risk Management, Employment Law, Employee Engagement, Vendor Management, Policy, Talent Management, Change Management, Onboarding, Organizational..., Leadership, Succession Planning, Organizational Design, HRIS, Deferred Compensation, Talent Acquisition, Organizational..., HR Policies, Workforce Planning, Employee Benefits
Education
McGill University 1982 — 1986
Arts, Industrial Relations & Economics
International Financial Data Services December 2009 - Present
Russell Investments August 2006 - December 2009
Scotia Capital May 2005 - August 2006
OMERS 1990 - 2004
RBC Dominion Securities 1986 - 1989
Skills
Performance Management, Employee Relations, Leadership Development, Business Analysis, Personnel Management, Human Resources, Risk Management, Employment Law, Employee Engagement, Vendor Management, Policy, Talent Management, Change Management, Onboarding, Organizational..., Leadership, Succession Planning, Organizational Design, HRIS, Deferred Compensation, Talent Acquisition, Organizational..., HR Policies, Workforce Planning, Employee Benefits
Education
McGill University 1982 — 1986
Arts, Industrial Relations & Economics
Robert J. Benson, CFA Robert J. Benson, CFA's Russell Investments Experience 2005 - 2009
Job Senior Portfolio Manager at GuideStone Financial Resources
Industry Financial Services
Experience
GuideStone Financial Resources June 2015 - Present
Laird Norton Wealth Management 2009 - June 2015
Russell Investments 2005 - 2009
Bank of America June 2002 - August 2004
Brinson Partners and UBS Global Asset Management September 1991 - June 2002
Skills
Asset Management, Portfolio Management, Investment Strategies, Investments, Asset Allocation, Asset Managment, Financial Modeling, Valuation, Capital Markets, Strategy, Risk Management, Fixed Income, Hedge Funds
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance and Economics
CFA Institute
CFA, Investment Analysis
GuideStone Financial Resources June 2015 - Present
Laird Norton Wealth Management 2009 - June 2015
Russell Investments 2005 - 2009
Bank of America June 2002 - August 2004
Brinson Partners and UBS Global Asset Management September 1991 - June 2002
Skills
Asset Management, Portfolio Management, Investment Strategies, Investments, Asset Allocation, Asset Managment, Financial Modeling, Valuation, Capital Markets, Strategy, Risk Management, Fixed Income, Hedge Funds
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance and Economics
CFA Institute
CFA, Investment Analysis
Richard Carlson CFP® Richard Carlson CFP®'s Russell Investments Experience April 2006 - April 2009
Job Regional Consultant Florida at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments November 2010 - January 2012
Jupiter Distribution Partners 2010 - 2010
Russell Investments April 2006 - April 2009
Fidelity Investments 1995 - March 2006
Fidelity Investments 1991 - 1994
Fidelity Investments 1989 - 1991
Fidelity Investments 1987 - 1989
Skills
Mutual Funds, Retirement, 401k, Pensions, Series 7, Asset Allocation, FINRA
Education
Miami University
Bachelor of Science, Production and Operations Management
Xavier University - Williams College of Business
MBA
Fidelity Investments January 2012 - Present
Fidelity Investments November 2010 - January 2012
Jupiter Distribution Partners 2010 - 2010
Russell Investments April 2006 - April 2009
Fidelity Investments 1995 - March 2006
Fidelity Investments 1991 - 1994
Fidelity Investments 1989 - 1991
Fidelity Investments 1987 - 1989
Skills
Mutual Funds, Retirement, 401k, Pensions, Series 7, Asset Allocation, FINRA
Education
Miami University
Bachelor of Science, Production and Operations Management
Xavier University - Williams College of Business
MBA
Kristal Remstad Kristal Remstad's Russell Investments Experience May 2010 - November 2011
Job Director, Retail Marketing at PTAM (PT Asset Management, LLC)
Industry Financial Services
Experience
PTAM (PT Asset Management, LLC) March 2015 - Present
Nuveen Investments July 2013 - March 2015
Nuveen Investments November 2011 - July 2013
Russell Investments May 2010 - November 2011
Morningstar November 2006 - July 2009
Merrill Lynch January 2006 - May 2006
University of Michigan-Michigan State Longitudinal Study August 2005 - January 2006
Skills
Lead Generation, Marketing, Marketing Strategy, Business Development, Product Management, Advertising, Sales Process, Mutual Funds, Series 7, Marketing Communications, CRM, Online Marketing
Education
Michigan State University 2002 — 2006
Bachelor of Science, Psychology
PTAM (PT Asset Management, LLC) March 2015 - Present
Nuveen Investments July 2013 - March 2015
Nuveen Investments November 2011 - July 2013
Russell Investments May 2010 - November 2011
Morningstar November 2006 - July 2009
Merrill Lynch January 2006 - May 2006
University of Michigan-Michigan State Longitudinal Study August 2005 - January 2006
Skills
Lead Generation, Marketing, Marketing Strategy, Business Development, Product Management, Advertising, Sales Process, Mutual Funds, Series 7, Marketing Communications, CRM, Online Marketing
Education
Michigan State University 2002 — 2006
Bachelor of Science, Psychology
Mark Raskopf Mark Raskopf's Russell Investments Experience September 2011 - Present
Job Head of Tactical Trading Strategies at Russell Investments
Industry Financial Services
Experience
Russell Investments September 2011 - Present
Ermitage November 2009 - July 2011
M. Safra & Co. January 2005 - December 2008
Bank of America February 2002 - January 2005
Deutsche Asset Management October 2000 - February 2002
Kenmar June 1998 - October 2000
Winklevoss Consultants March 1996 - May 1998
Skills
Hedge Funds, Market Research, Quantitative Analysis, Client Relationship..., Client Interfacing, Global Macro, Tactical Asset..., Team Building, Alternative Investments, Fixed Income, Quantitative Analytics, Equities, Asset Management, Investment Management, Investment Strategies, Investments, Portfolio Management, Trading, CRM, Capital Markets, Asset Allocation, Due Diligence, Mutual Funds, Private Equity
Education
Middlebury College 1989 — 1994
Bachelor of Science
Darien High School
Darien High School
Darien High School
Middlebury College
Russell Investments September 2011 - Present
Ermitage November 2009 - July 2011
M. Safra & Co. January 2005 - December 2008
Bank of America February 2002 - January 2005
Deutsche Asset Management October 2000 - February 2002
Kenmar June 1998 - October 2000
Winklevoss Consultants March 1996 - May 1998
Skills
Hedge Funds, Market Research, Quantitative Analysis, Client Relationship..., Client Interfacing, Global Macro, Tactical Asset..., Team Building, Alternative Investments, Fixed Income, Quantitative Analytics, Equities, Asset Management, Investment Management, Investment Strategies, Investments, Portfolio Management, Trading, CRM, Capital Markets, Asset Allocation, Due Diligence, Mutual Funds, Private Equity
Education
Middlebury College 1989 — 1994
Bachelor of Science
Darien High School
Darien High School
Darien High School
Middlebury College
Susan Quintin's Russell Investments Experience June 2012 - January 2015
Job Director, Product Development and Implementation at FTSE Russell
Industry Financial Services
Experience
FTSE Russell December 2014 - Present
Russell Investments June 2012 - January 2015
Russell Investments November 2010 - June 2012
Morgan Stanley Smith Barney April 2010 - November 2010
MSCI Barra January 2006 - May 2010
ING U.S. Financial Services 2004 - 2005
ING U.S. Financial Services 2003 - 2004
ING 2002 - 2003
Ogilvy Public Relations Worldwide January 1998 - January 1999
Skills
Product Management, Fixed Income, Equities, Product Development, Management, Strategy, Business Development, Team Management, Investments, Marketing Strategy
Education
Thunderbird School of Global Management
Master of Business Administration, International Management
Middlebury College
Bachelor of Arts, International Studies
Middlebury Language School
French
FTSE Russell December 2014 - Present
Russell Investments June 2012 - January 2015
Russell Investments November 2010 - June 2012
Morgan Stanley Smith Barney April 2010 - November 2010
MSCI Barra January 2006 - May 2010
ING U.S. Financial Services 2004 - 2005
ING U.S. Financial Services 2003 - 2004
ING 2002 - 2003
Ogilvy Public Relations Worldwide January 1998 - January 1999
Skills
Product Management, Fixed Income, Equities, Product Development, Management, Strategy, Business Development, Team Management, Investments, Marketing Strategy
Education
Thunderbird School of Global Management
Master of Business Administration, International Management
Middlebury College
Bachelor of Arts, International Studies
Middlebury Language School
French
JT Garrity JT Garrity's Russell Investments Experience April 2011 - May 2014
Job Financial Recruiter at Baker Tilly Search & Staffing, LLC
Industry Staffing and Recruiting
Experience
Baker Tilly Search & Staffing May 2014 - Present
Russell Investments April 2011 - May 2014
BMO Harris Bank November 2010 - April 2011
BMO Harris Bank January 2010 - November 2010
Dollar Bank, FSB August 2009 - December 2009
Zimmerman August 2008 - May 2009
AXA Advisors November 2006 - January 2008
Skills
Finance, Sales, Recruiting, Leadership, Marketing, Accounting, Financial Analysis, Investments, Financial Reporting, Wholesale, Mutual Funds, Asset Allocation, Financial Services, Series 7, Banking, Permanent Staffing, Permanent Placement, Permanent Search, Interviews
Education
Marquette University
Bachelor of Science (B.S.), Finance & Marketing
Catholic Memorial High School
Baker Tilly Search & Staffing May 2014 - Present
Russell Investments April 2011 - May 2014
BMO Harris Bank November 2010 - April 2011
BMO Harris Bank January 2010 - November 2010
Dollar Bank, FSB August 2009 - December 2009
Zimmerman August 2008 - May 2009
AXA Advisors November 2006 - January 2008
Skills
Finance, Sales, Recruiting, Leadership, Marketing, Accounting, Financial Analysis, Investments, Financial Reporting, Wholesale, Mutual Funds, Asset Allocation, Financial Services, Series 7, Banking, Permanent Staffing, Permanent Placement, Permanent Search, Interviews
Education
Marquette University
Bachelor of Science (B.S.), Finance & Marketing
Catholic Memorial High School
Anne Woods, MA, CFA's Russell Investments Experience 2003 - 2004
Job Director at The Pangaea Group
Industry Information Services
Experience
The Pangaea Group September 2013 - Present
ims brogan July 2012 - September 2013
Novartis February 2010 - July 2012
Sandoz 2005 - 2010
Russell Investments 2003 - 2004
Edinburgh Fund Managers plc 1998 - 2003
James P. Marshall (AON Hewitt) 1995 - 1998
Skills
Pharmaceutical Industry, Business Development, Strategic Planning, Key Account Management, Pharmacy, Long-term Care, Cross-functional Team..., Market Access, Stakeholder Engagement, Contract Negotiation, Coaching, Investment Management, Hypertension, Osteoporosis, Neurology, Biologics, Ophthalmics
Education
University of Guelph 2005 — 2007
MA
CFA Institute 1997 — 2000
Chartered Financial Analyst
McGill University 1990 — 1994
BSc
The Pangaea Group September 2013 - Present
ims brogan July 2012 - September 2013
Novartis February 2010 - July 2012
Sandoz 2005 - 2010
Russell Investments 2003 - 2004
Edinburgh Fund Managers plc 1998 - 2003
James P. Marshall (AON Hewitt) 1995 - 1998
Skills
Pharmaceutical Industry, Business Development, Strategic Planning, Key Account Management, Pharmacy, Long-term Care, Cross-functional Team..., Market Access, Stakeholder Engagement, Contract Negotiation, Coaching, Investment Management, Hypertension, Osteoporosis, Neurology, Biologics, Ophthalmics
Education
University of Guelph 2005 — 2007
MA
CFA Institute 1997 — 2000
Chartered Financial Analyst
McGill University 1990 — 1994
BSc
Egidio (Ed) Robertiello, CFA Egidio (Ed) Robertiello, CFA's Russell Investments Experience September 2010 - August 2012
Job Chatham Asset Management
Industry Investment Management
Experience
Chatham Asset Management January 2015 - Present
CalPERS July 2012 - December 2014
Russell Investments September 2010 - August 2012
Credit Suisse March 2006 - March 2010
Asset Alliance 2004 - 2006
The Blackstone Group 2001 - 2004
RJR Nabisco, Inc 1991 - 2001
Skills
Alternative Investments, Investments, Portfolio Management, Hedge Funds, Strategic Planning, Asset Allocation, Management, Risk Management, Fixed Income, Asset Management, Due Diligence, Equities, Mutual Funds, Pensions, Financial Advisory, Credit, Investment Strategies, Investment Management, Capital Markets, Asset Managment, Investment Banking, Trading, Financial Analysis, Funding, Venture Capital, Fund Of Funds, Institutional..., Private Equity
Education
Fairleigh Dickinson University-Florham Campus
MBA, Finance
Montclair State University
BA, Accounting
Chatham Asset Management January 2015 - Present
CalPERS July 2012 - December 2014
Russell Investments September 2010 - August 2012
Credit Suisse March 2006 - March 2010
Asset Alliance 2004 - 2006
The Blackstone Group 2001 - 2004
RJR Nabisco, Inc 1991 - 2001
Skills
Alternative Investments, Investments, Portfolio Management, Hedge Funds, Strategic Planning, Asset Allocation, Management, Risk Management, Fixed Income, Asset Management, Due Diligence, Equities, Mutual Funds, Pensions, Financial Advisory, Credit, Investment Strategies, Investment Management, Capital Markets, Asset Managment, Investment Banking, Trading, Financial Analysis, Funding, Venture Capital, Fund Of Funds, Institutional..., Private Equity
Education
Fairleigh Dickinson University-Florham Campus
MBA, Finance
Montclair State University
BA, Accounting
C.W. Herchold C.W. Herchold's Russell Investments Experience December 2009 - Present
Job Director, Client Service at Russell Investments
Industry Investment Management
Experience
Russell Investments December 2009 - Present
Russell Investments April 2003 - December 2009
Spectrum Pension Consultants, Inc. August 2000 - April 2003
Education
Marylhurst University 2005 — 2007
MBA
Saint Mary's College of California 1996 — 2000
BA
Russell Investments December 2009 - Present
Russell Investments April 2003 - December 2009
Spectrum Pension Consultants, Inc. August 2000 - April 2003
Education
Marylhurst University 2005 — 2007
MBA
Saint Mary's College of California 1996 — 2000
BA
Patrick Sturm, CIMA®, CPWA® Patrick Sturm, CIMA®, CPWA®'s Russell Investments Experience July 2010 - March 2013
Job Vice President, Principal at Pillar Wealth Management
Industry Financial Services
Experience
Pillar Wealth Management Company April 2013 - Present
Russell Investments July 2010 - March 2013
Russell Investments April 2006 - December 2010
Strong Funds 1998 - 2006
Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, High Net Worth...
Education
Marquette University 1994 — 1998
Bachelor of Science (B.S.), Finance
Pillar Wealth Management Company April 2013 - Present
Russell Investments July 2010 - March 2013
Russell Investments April 2006 - December 2010
Strong Funds 1998 - 2006
Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, High Net Worth...
Education
Marquette University 1994 — 1998
Bachelor of Science (B.S.), Finance
Sara Paulson Sara Paulson's Russell Investments Experience February 2001 - December 2008
Job External Wholesaler at AssetMark
Industry Financial Services
Experience
AssetMark September 2015 - Present
Curian Capital September 2010 - September 2015
Novo Vision Partners January 2009 - August 2010
Russell Investments February 2001 - December 2008
Robert W. Baird 1992 - 2001
Global Capital Securities November 1990 - February 1991
Kansallis-Osake-Pankki January 1989 - November 1990
Nikko Securities 1987 - 1988
Skills
Series 7, Mutual Funds, Asset Allocation, Investments, Financial Services, Alternative Investments, Investment Advisory, Financial Advisory, Fixed Annuities, Series 63, Insurance, Strategic Financial..., Separately Managed..., Strategy, Wealth Management, Public Speaking, Retirement Planning, Practice Management, Equities, Bonds, Consultative Selling, Financial Planning
Education
New York Institute of Finance 1985 — 1989
University of Wisconsin-Whitewater 1982 — 1984
Liberal Arts
Macalester College 1980 — 1982
Liberal Arts
Woodlands Academy of the Sacred Heart 1978 — 1980
AssetMark September 2015 - Present
Curian Capital September 2010 - September 2015
Novo Vision Partners January 2009 - August 2010
Russell Investments February 2001 - December 2008
Robert W. Baird 1992 - 2001
Global Capital Securities November 1990 - February 1991
Kansallis-Osake-Pankki January 1989 - November 1990
Nikko Securities 1987 - 1988
Skills
Series 7, Mutual Funds, Asset Allocation, Investments, Financial Services, Alternative Investments, Investment Advisory, Financial Advisory, Fixed Annuities, Series 63, Insurance, Strategic Financial..., Separately Managed..., Strategy, Wealth Management, Public Speaking, Retirement Planning, Practice Management, Equities, Bonds, Consultative Selling, Financial Planning
Education
New York Institute of Finance 1985 — 1989
University of Wisconsin-Whitewater 1982 — 1984
Liberal Arts
Macalester College 1980 — 1982
Liberal Arts
Woodlands Academy of the Sacred Heart 1978 — 1980
Jennifer Brooker Jennifer Brooker's Russell Investments Experience May 2009 - December 2013
Job Director, Global Brand Experience at BlackRock
Industry Financial Services
Experience
BlackRock January 2014 - Present
Russell Investments May 2009 - December 2013
Russell Investments February 2006 - November 2013
Russell/Mellon October 2002 - February 2006
Russell Investment Group Canada March 1998 - July 2002
Skills
Internal Communications, Corporate Communications, Integrated Marketing, Mutual Funds, Marketing Communications, Copywriting, Email Marketing, Newsletters, Communication Training, Marketing Management, Crisis Communications, Marketing Strategy, Strategic Communications, Marketing, ETFs, Investment Management
Education
McMaster University
M.A., History
University of Ottawa
B.A., History
BlackRock January 2014 - Present
Russell Investments May 2009 - December 2013
Russell Investments February 2006 - November 2013
Russell/Mellon October 2002 - February 2006
Russell Investment Group Canada March 1998 - July 2002
Skills
Internal Communications, Corporate Communications, Integrated Marketing, Mutual Funds, Marketing Communications, Copywriting, Email Marketing, Newsletters, Communication Training, Marketing Management, Crisis Communications, Marketing Strategy, Strategic Communications, Marketing, ETFs, Investment Management
Education
McMaster University
M.A., History
University of Ottawa
B.A., History
Lisa Caswell Lisa Caswell's Russell Investments Experience 2005 - 2006
Job VP, Client Service and Business Development at Letko, Brosseau & Associates
Industry Financial Services
Experience
Letko Brosseau & Associates January 2007 - Present
Letko, Brosseau & Associates January 2007 - Present
Russell Investments 2005 - 2006
Legg Mason Canada 2000 - 2003
Perigee Investment Counsel 1997 - 2000
Perigee Investment Counsel 1991 - 1997
RBC Capital Markets 1987 - 1990
Skills
OSC Registration:...
Education
Queen's University 1986 — 1987
Master of Business Administration (MBA), Finance, General
CFA Institute
CFA, Chartered Financial Analyst
McGill University
Bachelor of Science (BS), Honours Immunology, Immunology
Letko Brosseau & Associates January 2007 - Present
Letko, Brosseau & Associates January 2007 - Present
Russell Investments 2005 - 2006
Legg Mason Canada 2000 - 2003
Perigee Investment Counsel 1997 - 2000
Perigee Investment Counsel 1991 - 1997
RBC Capital Markets 1987 - 1990
Skills
OSC Registration:...
Education
Queen's University 1986 — 1987
Master of Business Administration (MBA), Finance, General
CFA Institute
CFA, Chartered Financial Analyst
McGill University
Bachelor of Science (BS), Honours Immunology, Immunology
Richard Nolan Richard Nolan's Russell Investments Experience May 2015 - Present
Job Senior Analyst at Russell Investments
Industry Investment Management
Experience
Russell Investments May 2015 - Present
Russell Investments October 2013 - April 2015
Portfolio Evaluations, Inc. January 2013 - September 2013
Portfolio Evaluations, Inc. June 2011 - December 2012
Copa Airlines June 2010 - August 2010
Private Client Resources, LLC May 2009 - September 2009
Skills
Investments, Portfolio Management, Mutual Funds, Asset Management, Retirement Planning, Equities, 401k, Financial Analysis, Valuation, Bloomberg, Fixed Income, Alternative Investments, Defined Benefit, Market Analysis, Asset Allocation, Hedge Funds, Series 7, Relationship Management, Series 63, Finance
Education
Rutgers Graduate Business School 2013 — 2015
Master of Business Administration (MBA), Finance
Muhlenberg College 2007 — 2011
Bachelor of Arts, Business Administration; International Business Concentration
Universiteit Maastricht 2009 — 2009
Study Abroad, International Business and Economics
The Gunnery
High School
Russell Investments May 2015 - Present
Russell Investments October 2013 - April 2015
Portfolio Evaluations, Inc. January 2013 - September 2013
Portfolio Evaluations, Inc. June 2011 - December 2012
Copa Airlines June 2010 - August 2010
Private Client Resources, LLC May 2009 - September 2009
Skills
Investments, Portfolio Management, Mutual Funds, Asset Management, Retirement Planning, Equities, 401k, Financial Analysis, Valuation, Bloomberg, Fixed Income, Alternative Investments, Defined Benefit, Market Analysis, Asset Allocation, Hedge Funds, Series 7, Relationship Management, Series 63, Finance
Education
Rutgers Graduate Business School 2013 — 2015
Master of Business Administration (MBA), Finance
Muhlenberg College 2007 — 2011
Bachelor of Arts, Business Administration; International Business Concentration
Universiteit Maastricht 2009 — 2009
Study Abroad, International Business and Economics
The Gunnery
High School
Donna Prideaux's Russell Investments Experience June 2006 - April 2009
Job Research Editor at Pacific Crest Securities
Industry Investment Banking
Experience
Self-Employed June 2015 - Present
Pacific Crest Securities November 2010 - Present
Self-Employed August 2004 - Present
Russell Investments June 2006 - April 2009
Russell Investments June 2004 - June 2006
Russell Investments March 2003 - June 2004
Russell Investments May 2001 - February 2003
Various October 1990 - May 2001
Skills
Editing, Desktop Publishing, Proofreading, Event Management, Graphic Design, Web Design, Adobe Creative Suite, JavaScript, Writing, Public Relations, Corporate Branding, Speaker Management, Client Communications, Process Improvement, Production Management, Attention To Detail, MS Office Suite, Legal Documentation, SEC compliance, Transcription, Metrics, Business Process, FrameMaker, Client Relationship..., Production Schedules, HTML + CSS, PHP, Style Guides, AP Style, Press Releases, Series 7, Event Planning, Series 63, Series 24, Microsoft Office
Education
Portland Community College 2010 — 2011
AAS, Website Design & Development, 4.0
University of Washington 2005 — 2006
Certificate, Editing
Oregon School of Massage 1998 — 2000
Certification, Massage Therapy/Therapeutic Massage
Lewis and Clark College 1992 — 1994
BA, Communications
University of Portland 1988 — 1990
N/A, Business Administration
Self-Employed June 2015 - Present
Pacific Crest Securities November 2010 - Present
Self-Employed August 2004 - Present
Russell Investments June 2006 - April 2009
Russell Investments June 2004 - June 2006
Russell Investments March 2003 - June 2004
Russell Investments May 2001 - February 2003
Various October 1990 - May 2001
Skills
Editing, Desktop Publishing, Proofreading, Event Management, Graphic Design, Web Design, Adobe Creative Suite, JavaScript, Writing, Public Relations, Corporate Branding, Speaker Management, Client Communications, Process Improvement, Production Management, Attention To Detail, MS Office Suite, Legal Documentation, SEC compliance, Transcription, Metrics, Business Process, FrameMaker, Client Relationship..., Production Schedules, HTML + CSS, PHP, Style Guides, AP Style, Press Releases, Series 7, Event Planning, Series 63, Series 24, Microsoft Office
Education
Portland Community College 2010 — 2011
AAS, Website Design & Development, 4.0
University of Washington 2005 — 2006
Certificate, Editing
Oregon School of Massage 1998 — 2000
Certification, Massage Therapy/Therapeutic Massage
Lewis and Clark College 1992 — 1994
BA, Communications
University of Portland 1988 — 1990
N/A, Business Administration
Ariel Rastatter Ariel Rastatter's Russell Investments Experience October 2012 - Present
Job Director, RealTime Data at Russell Investments
Industry Capital Markets
Experience
Russell Investments October 2012 - Present
S&P Capital IQ June 2011 - September 2012
NYSE Euronext June 2001 - May 2011
Skills
Trading Systems, Market Data, Electronic Trading, Low Latency, Derivatives, Exchange Connectivity, Equities, Financial Markets, Capital Markets, High Performance..., Market Structure, Analytics, Reference Data, Trading Technology, Compliance, C++, Hedge Funds, Fixed Income, Financial Services, Equity Trading, Options, Sybase, Securities, Trading, FX Options, Credit Derivatives, Bloomberg, ETFs
Education
Manhattan College 1997 — 2001
BS, Computer Engineering - Cum Laude
Russell Investments October 2012 - Present
S&P Capital IQ June 2011 - September 2012
NYSE Euronext June 2001 - May 2011
Skills
Trading Systems, Market Data, Electronic Trading, Low Latency, Derivatives, Exchange Connectivity, Equities, Financial Markets, Capital Markets, High Performance..., Market Structure, Analytics, Reference Data, Trading Technology, Compliance, C++, Hedge Funds, Fixed Income, Financial Services, Equity Trading, Options, Sybase, Securities, Trading, FX Options, Credit Derivatives, Bloomberg, ETFs
Education
Manhattan College 1997 — 2001
BS, Computer Engineering - Cum Laude
Scott Moor, CMA, CFM, PgMP Scott Moor, CMA, CFM, PgMP's Russell Investments Experience October 2009 - September 2011
Job Project Manager (Contractor) at Zones, Inc.
Industry Information Technology and Services
Experience
Zones, Inc. November 2014 - Present
Intellectual Ventures January 2014 - September 2014
MUSIC Group January 2013 - November 2013
Intellectual Ventures January 2012 - January 2013
Russell Investments October 2009 - September 2011
Russell Investments April 2006 - October 2009
Russell Investments April 2006 - October 2009
Russell Investments January 2001 - April 2006
Russell Investments March 1996 - January 2001
Russell Investments August 1994 - March 1996
Skills
Project Portfolio..., Financial Modeling, Change Management, Project Management, Analysis, Account Management, Strategic Planning, Six Sigma, Business Case, Portfolio Management, Business Process..., Management Consulting, PMO, Business Process, Business Analysis, Program Management, Cross-functional Team..., Process Improvement, Consulting, Enterprise Architecture, Risk Management, Vendor Management, Business Intelligence, Financial Services, IT Management, Leadership, Business Strategy, ERP, Management, Budgets, Managerial Finance, Financial Analysis, Executive Management, Finance, IT Strategy, Strategy, Business Transformation, Salesforce.com, Governance, SDLC, CRM, Outsourcing, Mergers & Acquisitions, Software Project..., Product Management, Requirements Gathering, Integration, Requirements Analysis, Information Technology
Education
Seattle University 1994 — 1996
MSF, Finance
Pacific Lutheran University 1989 — 1991
BBA, Accounting
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
Executive Certificate, Management and Leadership
Zones, Inc. November 2014 - Present
Intellectual Ventures January 2014 - September 2014
MUSIC Group January 2013 - November 2013
Intellectual Ventures January 2012 - January 2013
Russell Investments October 2009 - September 2011
Russell Investments April 2006 - October 2009
Russell Investments April 2006 - October 2009
Russell Investments January 2001 - April 2006
Russell Investments March 1996 - January 2001
Russell Investments August 1994 - March 1996
Skills
Project Portfolio..., Financial Modeling, Change Management, Project Management, Analysis, Account Management, Strategic Planning, Six Sigma, Business Case, Portfolio Management, Business Process..., Management Consulting, PMO, Business Process, Business Analysis, Program Management, Cross-functional Team..., Process Improvement, Consulting, Enterprise Architecture, Risk Management, Vendor Management, Business Intelligence, Financial Services, IT Management, Leadership, Business Strategy, ERP, Management, Budgets, Managerial Finance, Financial Analysis, Executive Management, Finance, IT Strategy, Strategy, Business Transformation, Salesforce.com, Governance, SDLC, CRM, Outsourcing, Mergers & Acquisitions, Software Project..., Product Management, Requirements Gathering, Integration, Requirements Analysis, Information Technology
Education
Seattle University 1994 — 1996
MSF, Finance
Pacific Lutheran University 1989 — 1991
BBA, Accounting
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
Executive Certificate, Management and Leadership
Jonathan Ion Jonathan Ion's Russell Investments Experience October 2011 - October 2012
Job Sales
Industry Management Consulting
Experience
RDP Associates November 2012 - Present
Russell Investments October 2011 - October 2012
Dynamic Funds July 2008 - June 2011
Dynamic Funds May 2003 - June 2008
Dynamic Funds January 2000 - January 2003
Dynamic Funds January 1998 - January 2000
Skills
Relationship Management, Wealth Management
Education
McMaster University
Bachelor of Arts, Economics
RDP Associates November 2012 - Present
Russell Investments October 2011 - October 2012
Dynamic Funds July 2008 - June 2011
Dynamic Funds May 2003 - June 2008
Dynamic Funds January 2000 - January 2003
Dynamic Funds January 1998 - January 2000
Skills
Relationship Management, Wealth Management
Education
McMaster University
Bachelor of Arts, Economics
Mindy Balonick Mindy Balonick's Russell Investments Experience July 2009 - Present
Job Senior Project Manager at Russell Investments
Industry Investment Management
Experience
Russell Investments July 2009 - Present
Loyola University November 2007 - June 2009
Comerica Bank May 2005 - July 2007
Merrill Lynch June 2004 - August 2004
Education
Loyola University Chicago 2007 — 2009
MBA, Finance, Accounting
University of Michigan 2001 — 2005
BS, Statistics, Psychology
Russell Investments July 2009 - Present
Loyola University November 2007 - June 2009
Comerica Bank May 2005 - July 2007
Merrill Lynch June 2004 - August 2004
Education
Loyola University Chicago 2007 — 2009
MBA, Finance, Accounting
University of Michigan 2001 — 2005
BS, Statistics, Psychology
Julia Cormier, CAIA Julia Cormier, CAIA's Russell Investments Experience October 2005 - Present
Job Director, Alternative Investments, Russell Investments
Industry Investment Management
Experience
Russell Investments October 2005 - Present
Goldman Sachs June 1993 - April 2004
Northern Trust September 1983 - June 1993
Education
Northwestern University - Kellogg School of Management
MBA, Marketing/Finance/International Business
University of Illinois at Urbana-Champaign
Bachelor of Science, Finance
Russell Investments October 2005 - Present
Goldman Sachs June 1993 - April 2004
Northern Trust September 1983 - June 1993
Education
Northwestern University - Kellogg School of Management
MBA, Marketing/Finance/International Business
University of Illinois at Urbana-Champaign
Bachelor of Science, Finance
Barry Feldman Barry Feldman's Russell Investments Experience May 2006 - April 2015
Job Senior Research Analyst at FTSE Russell
Industry Financial Services
Experience
FTSE Russell April 2015 - Present
Russell Investments May 2006 - April 2015
Prism Analytics July 2004 - May 2006
Ibbotson Associates May 2000 - July 2004
Scudder Kemper Investments Inc September 1997 - May 2000
AT&T September 1996 - June 1997
Education
Stony Brook University 1990 — 1996
Doctor of Philosophy (Ph.D.), Economics
Computational Economics Workshop, Santa Fe Institute
Summer School in Complex Systems, Santa Fe Institute
Visiting Scholar, Brookhaven National Laboratory
Laboratory of Per Bak
Massachusetts Institute of Technology 1975 — 1978
Bachelor’s Degree, Economics
FTSE Russell April 2015 - Present
Russell Investments May 2006 - April 2015
Prism Analytics July 2004 - May 2006
Ibbotson Associates May 2000 - July 2004
Scudder Kemper Investments Inc September 1997 - May 2000
AT&T September 1996 - June 1997
Education
Stony Brook University 1990 — 1996
Doctor of Philosophy (Ph.D.), Economics
Computational Economics Workshop, Santa Fe Institute
Summer School in Complex Systems, Santa Fe Institute
Visiting Scholar, Brookhaven National Laboratory
Laboratory of Per Bak
Massachusetts Institute of Technology 1975 — 1978
Bachelor’s Degree, Economics
Marc X Connolly CIMA® Marc X Connolly CIMA®'s Russell Investments Experience May 2011 - August 2012
Job Regional Vice President at Financial Products (division of Credit Suisse)
Industry Financial Services
Experience
Financial Products October 2012 - April 2015
Russell Investments May 2011 - August 2012
BlackRock November 2007 - March 2011
UBS Wealth Management July 1997 - May 2007
Investor Associates October 1995 - July 1997
Merrill Lynch October 1994 - July 1995
Skills
Series 7, Series 63, Series 65, FINRA, ETFs, Alternative Investments, Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory, Mutual Funds, Separately Managed..., CIMA
Education
Loyola University Maryland 1989 — 1993
BS, Politial Science
Financial Products October 2012 - April 2015
Russell Investments May 2011 - August 2012
BlackRock November 2007 - March 2011
UBS Wealth Management July 1997 - May 2007
Investor Associates October 1995 - July 1997
Merrill Lynch October 1994 - July 1995
Skills
Series 7, Series 63, Series 65, FINRA, ETFs, Alternative Investments, Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory, Mutual Funds, Separately Managed..., CIMA
Education
Loyola University Maryland 1989 — 1993
BS, Politial Science
Gregory Tzanoukakis, AAMS® Gregory Tzanoukakis, AAMS®'s Russell Investments Experience January 2011 - July 2014
Job Regional Sales Consultant at Federated Investors
Industry Financial Services
Experience
Federated Investors August 2014 - Present
Russell Investments January 2011 - July 2014
Russell Investments April 2010 - December 2010
Town Bank October 2009 - March 2010
Russell Investments August 2008 - August 2009
Wells Fargo Financial May 2008 - August 2008
Skills
Mutual Funds, Asset Allocation, Series 7, Investments, Financial Advisory, Alternative Investments, Series 66, AAMS, Capital Markets, Defined Contribution, Defined Benefit
Education
Marquette University 2004 — 2008
B.S., Corporate Finance & Commercial Real Estate
Federated Investors August 2014 - Present
Russell Investments January 2011 - July 2014
Russell Investments April 2010 - December 2010
Town Bank October 2009 - March 2010
Russell Investments August 2008 - August 2009
Wells Fargo Financial May 2008 - August 2008
Skills
Mutual Funds, Asset Allocation, Series 7, Investments, Financial Advisory, Alternative Investments, Series 66, AAMS, Capital Markets, Defined Contribution, Defined Benefit
Education
Marquette University 2004 — 2008
B.S., Corporate Finance & Commercial Real Estate
Ross Bettinger Ross Bettinger's Russell Investments Experience September 2010 - March 2011
Job Advanced Analytics Statistician at Accenture Federal Services
Industry Management Consulting
Experience
Accenture Federal Services May 2015 - Present
Bank of America (Telecommuting from Seattle) August 2014 - April 2015
University of Washington Center for Biomedical Statistics December 2013 - July 2014
USAA (Telecommuting from Seattle) August 2013 - November 2013
Allstate Corporation (Telecommuting from Seattle) January 2013 - April 2013
Modern Analytics (Telecommuting from Seattle) April 2011 - September 2012
Russell Investments September 2010 - March 2011
Safeco Insurance Co August 2009 - September 2010
Expedia 2008 - 2009
Washington Mutual Bank 2008 - 2008
Skills
Data Mining, SAS, Predictive Analytics, Statistics, Business Intelligence, Predictive Modeling, Statistical Modeling, Data Analysis, Analytics, Logistic Regression, Decision Trees, SAS/SQL, Machine Learning, Text Mining, Linear Regression, Direct Marketing, Analysis, Neural Networks, Database Marketing, Business Analytics, Regression, SQL, Modeling, SAS programming, Customer Analysis, Segmentation, Quantitative Analytics, Time Series Analysis, Big Data, Data Management
Education
Northeastern University
MS, Electrical Engineering
University of Wisconsin-Madison - School of Business
MS, Business/Statistics
University of California, Los Angeles
M.S., Systems Engineering
Accenture Federal Services May 2015 - Present
Bank of America (Telecommuting from Seattle) August 2014 - April 2015
University of Washington Center for Biomedical Statistics December 2013 - July 2014
USAA (Telecommuting from Seattle) August 2013 - November 2013
Allstate Corporation (Telecommuting from Seattle) January 2013 - April 2013
Modern Analytics (Telecommuting from Seattle) April 2011 - September 2012
Russell Investments September 2010 - March 2011
Safeco Insurance Co August 2009 - September 2010
Expedia 2008 - 2009
Washington Mutual Bank 2008 - 2008
Skills
Data Mining, SAS, Predictive Analytics, Statistics, Business Intelligence, Predictive Modeling, Statistical Modeling, Data Analysis, Analytics, Logistic Regression, Decision Trees, SAS/SQL, Machine Learning, Text Mining, Linear Regression, Direct Marketing, Analysis, Neural Networks, Database Marketing, Business Analytics, Regression, SQL, Modeling, SAS programming, Customer Analysis, Segmentation, Quantitative Analytics, Time Series Analysis, Big Data, Data Management
Education
Northeastern University
MS, Electrical Engineering
University of Wisconsin-Madison - School of Business
MS, Business/Statistics
University of California, Los Angeles
M.S., Systems Engineering
Brandon Wilson, CFA, EA Brandon Wilson, CFA, EA's Russell Investments Experience January 2015 - Present
Job
Industry Investment Management
Experience
Russell Investments January 2015 - Present
Russell Investments September 2010 - Present
Mercer March 2009 - June 2010
Mercer October 2005 - February 2009
Milliman January 2005 - October 2005
Milliman August 2001 - December 2004
Skills
Asset Allocation, Defined Benefit, Portfolio Management, Valuation, Institutional..., Series 63, Performance Attribution, Mutual Funds, Liability Driven..., Performance Reporting, Fixed Income Analysis, Plan Termination..., Retirement Savings, Institutional Investors, Spending Rate Analysis, Fixed Income, Investments, Investment Management, Pensions, Alternative Investments
Education
Lewis and Clark College 1998 — 2001
BA, Business Economics
Russell Investments January 2015 - Present
Russell Investments September 2010 - Present
Mercer March 2009 - June 2010
Mercer October 2005 - February 2009
Milliman January 2005 - October 2005
Milliman August 2001 - December 2004
Skills
Asset Allocation, Defined Benefit, Portfolio Management, Valuation, Institutional..., Series 63, Performance Attribution, Mutual Funds, Liability Driven..., Performance Reporting, Fixed Income Analysis, Plan Termination..., Retirement Savings, Institutional Investors, Spending Rate Analysis, Fixed Income, Investments, Investment Management, Pensions, Alternative Investments
Education
Lewis and Clark College 1998 — 2001
BA, Business Economics
Elliott Orsillo, CFA Elliott Orsillo, CFA's Russell Investments Experience April 2007 - April 2009
Job Analytical entrepreneur, portfolio manager & trusted advisor transparent, disciplined, and sophisticated investor
Industry Investment Management
Experience
Season Investments June 2011 - Present
Orsillo Real Estate Ventures April 2013 - Present
Mars Hill Partners - Huntley Thatcher Ellsworth October 2009 - June 2011
Russell Investments April 2007 - April 2009
Southern California Edison August 2003 - April 2007
Skills
Portfolio Management, Financial Modeling, Valuation, Investments, Technical Writing, Risk Management, Hedge Funds, Diversification, Asset Managment
Education
Stanford University 2002 — 2003
MS, Management Science & Engineering
Oral Roberts University 1997 — 2001
BS, Mechanical Engineering
CFA Institute 2007 — 2009
CFA, Chartered Financial Analyst
Season Investments June 2011 - Present
Orsillo Real Estate Ventures April 2013 - Present
Mars Hill Partners - Huntley Thatcher Ellsworth October 2009 - June 2011
Russell Investments April 2007 - April 2009
Southern California Edison August 2003 - April 2007
Skills
Portfolio Management, Financial Modeling, Valuation, Investments, Technical Writing, Risk Management, Hedge Funds, Diversification, Asset Managment
Education
Stanford University 2002 — 2003
MS, Management Science & Engineering
Oral Roberts University 1997 — 2001
BS, Mechanical Engineering
CFA Institute 2007 — 2009
CFA, Chartered Financial Analyst
Steve Dowling's Russell Investments Experience 2005 - 2008
Job Investment Management
Industry Investment Management
Experience
Russell Investments 2005 - 2008
Russell Investments 2000 - 2005
Russell Investments 1998 - 2000
PACCAR 1995 - 1998
US Navy 1989 - 1994
Education
Seattle University 1996 — 1997
MS, Finance
University of Washington 1994 — 1995
MS, Engineering
Marquette University 1985 — 1989
BS, Electrical Engineering
Russell Investments 2005 - 2008
Russell Investments 2000 - 2005
Russell Investments 1998 - 2000
PACCAR 1995 - 1998
US Navy 1989 - 1994
Education
Seattle University 1996 — 1997
MS, Finance
University of Washington 1994 — 1995
MS, Engineering
Marquette University 1985 — 1989
BS, Electrical Engineering
Douglas Ronan Douglas Ronan's Russell Investments Experience July 2005 - April 2008
Job Vice President Marketing
Industry Marketing and Advertising
Experience
Driscoll Strawberry Associates August 2008 - Present
Russell Investments July 2005 - April 2008
Expedia Inc. October 2003 - November 2004
Nestle Ice Cream Company October 2000 - October 2003
The Pillsbury Company October 1995 - October 2000
Pillsbury Canada January 1984 - October 1995
Skills
Cross-functional Team..., Customer Insight, Integrated Marketing, Digital Marketing, Global Marketing, Brand Management, Marketing Strategy, CRM, Product Development, Management, Strategy, Market Analysis, Marketing Research, Start-ups, Marketing, Leadership, Advertising, Segmentation, Market Planning, Brand Architecture, Online Advertising
Education
McMaster University 1981 — 1984
MBA
Queen's University 1974 — 1978
B ED
Queen's University
BFA
Driscoll Strawberry Associates August 2008 - Present
Russell Investments July 2005 - April 2008
Expedia Inc. October 2003 - November 2004
Nestle Ice Cream Company October 2000 - October 2003
The Pillsbury Company October 1995 - October 2000
Pillsbury Canada January 1984 - October 1995
Skills
Cross-functional Team..., Customer Insight, Integrated Marketing, Digital Marketing, Global Marketing, Brand Management, Marketing Strategy, CRM, Product Development, Management, Strategy, Market Analysis, Marketing Research, Start-ups, Marketing, Leadership, Advertising, Segmentation, Market Planning, Brand Architecture, Online Advertising
Education
McMaster University 1981 — 1984
MBA
Queen's University 1974 — 1978
B ED
Queen's University
BFA
Nirvana Chetty Nirvana Chetty's Russell Investments Experience September 2010 - September 2011
Job Philanthropic Partnerships, Assoc. at The Pew Charitable Trusts
Industry Nonprofit Organization Management
Experience
The Pew Charitable Trusts April 2014 - Present
Enough Project, Center for American Progress November 2012 - April 2014
Polaris Project January 2012 - October 2012
Russell Investments September 2010 - September 2011
Amnesty International Australia August 2010 - March 2011
Colonial First State December 2009 - September 2010
KPMG November 2007 - August 2009
Russell Investments December 2004 - June 2007
Skills
Data Analysis, Research, Microsoft Office, Social Media, Non-profits, Nonprofits, Microsoft Excel, Microsoft Word, Customer Service, Community Outreach, Fundraising, International Relations, Editing
Education
Macquarie University 2009 — 2010
Master's degree, International Relations
Sydney University 2000 — 2003
Bachelor's degree, Economics
The Pew Charitable Trusts April 2014 - Present
Enough Project, Center for American Progress November 2012 - April 2014
Polaris Project January 2012 - October 2012
Russell Investments September 2010 - September 2011
Amnesty International Australia August 2010 - March 2011
Colonial First State December 2009 - September 2010
KPMG November 2007 - August 2009
Russell Investments December 2004 - June 2007
Skills
Data Analysis, Research, Microsoft Office, Social Media, Non-profits, Nonprofits, Microsoft Excel, Microsoft Word, Customer Service, Community Outreach, Fundraising, International Relations, Editing
Education
Macquarie University 2009 — 2010
Master's degree, International Relations
Sydney University 2000 — 2003
Bachelor's degree, Economics
Nicholas Christman Nicholas Christman's Russell Investments Experience May 2014 - Present
Job PCS Intern, Russell Investments
Industry Financial Services
Experience
Russell Investments May 2014 - Present
US Army August 2013 - Present
Sodexo March 2014 - May 2014
St. John's Northwestern Military Academy July 2013 - August 2013
Skills
Leadership, Microsoft Excel, PowerPoint, Critical Thinking, Army, Training, Tactics, Military, Military Experience, Sales, Event Planning, Teamwork, Public Speaking, Social Media
Education
Marquette University 2013 — 2017
Finance, General, Junior
University of Wisconsin-Waukesha 2012 — 2013
St. John's NW Military Academy 2010 — 2013
High School Diploma
Russell Investments May 2014 - Present
US Army August 2013 - Present
Sodexo March 2014 - May 2014
St. John's Northwestern Military Academy July 2013 - August 2013
Skills
Leadership, Microsoft Excel, PowerPoint, Critical Thinking, Army, Training, Tactics, Military, Military Experience, Sales, Event Planning, Teamwork, Public Speaking, Social Media
Education
Marquette University 2013 — 2017
Finance, General, Junior
University of Wisconsin-Waukesha 2012 — 2013
St. John's NW Military Academy 2010 — 2013
High School Diploma
Ed Cook's Russell Investments Experience 1992 - 2002
Job Senior Corporate Communications Professional Seeking Opportunities
Industry Public Relations and Communications
Experience
BD (Becton, Dickinson & Company) April 2014 - Present
Medco Health Solutions/Express Scripts September 2010 - May 2013
Medco Health Solutions September 2004 - September 2010
Organon International 2002 - 2004
Russell Investments 1992 - 2002
SBC 1985 - 1991
Commtek Publishing 1984 - 1985
Idaho State Journal 1983 - 1984
Skills
Marketing Communications, Account Management, B2B Marketing, Client Services, Business Development, Internal Communications, Corporate Communications, B2B, Crisis Management, Strategic Communications, Crisis Communications, Leadership, Marketing Strategy, Public Relations, Management, Editing, Strategic Planning, Program Management, Change Management, Journalism, Content Management, Media Relations, Thought Leadership, Publications, Communication Training, Newsletters, Communications Planning, Press Releases, Integrated Marketing, Copywriting, Speech Writing, Corporate Branding, Editorial, Public Affairs, Reputation Management, Content Development, Content Strategy, Message Development, Web Content
Education
University of Tennessee-Knoxville 1981 — 1983
M.S., Communications
Louisiana Tech University 1977 — 1981
B.A., Journalism
BD (Becton, Dickinson & Company) April 2014 - Present
Medco Health Solutions/Express Scripts September 2010 - May 2013
Medco Health Solutions September 2004 - September 2010
Organon International 2002 - 2004
Russell Investments 1992 - 2002
SBC 1985 - 1991
Commtek Publishing 1984 - 1985
Idaho State Journal 1983 - 1984
Skills
Marketing Communications, Account Management, B2B Marketing, Client Services, Business Development, Internal Communications, Corporate Communications, B2B, Crisis Management, Strategic Communications, Crisis Communications, Leadership, Marketing Strategy, Public Relations, Management, Editing, Strategic Planning, Program Management, Change Management, Journalism, Content Management, Media Relations, Thought Leadership, Publications, Communication Training, Newsletters, Communications Planning, Press Releases, Integrated Marketing, Copywriting, Speech Writing, Corporate Branding, Editorial, Public Affairs, Reputation Management, Content Development, Content Strategy, Message Development, Web Content
Education
University of Tennessee-Knoxville 1981 — 1983
M.S., Communications
Louisiana Tech University 1977 — 1981
B.A., Journalism
Todd LaFountaine Todd LaFountaine's Russell Investments Experience June 2014 - Present
Job Program Director Capital Market Insights at Russell Investments
Industry Investment Management
Experience
Russell Investments June 2014 - Present
Shared Impact June 2013 - November 2013
Social Venture Partners April 2012 - August 2012
spotEDU March 2010 - May 2012
Russell Investments September 2006 - March 2010
Education
London Business School 2012 — 2014
Master of Business Administration (MBA), Change Mangement
Harvard College 2002 — 2006
B.A., Economics
Punahou School
Russell Investments June 2014 - Present
Shared Impact June 2013 - November 2013
Social Venture Partners April 2012 - August 2012
spotEDU March 2010 - May 2012
Russell Investments September 2006 - March 2010
Education
London Business School 2012 — 2014
Master of Business Administration (MBA), Change Mangement
Harvard College 2002 — 2006
B.A., Economics
Punahou School
Cheng-Yu (Johnny) Chan Cheng-Yu (Johnny) Chan's Russell Investments Experience June 2010 - June 2011
Job PhD Candidate in Managerial Economics and Strategy at Kellogg School of Management
Industry Management Consulting
Experience
Pandora June 2015 - Present
Kellogg School of Management August 2013 - Present
Analysis Group December 2012 - August 2013
Analysis Group August 2011 - December 2012
Russell Investments June 2010 - June 2011
Montlake Consulting Group April 2009 - June 2011
Economic Policy Research Center January 2009 - June 2011
University of Washington, Michael G. Foster School of Business October 2009 - April 2010
Marsh June 2009 - August 2009
Montlake Consulting Group May 2008 - April 2009
Skills
R, Financial Modeling, Data Analysis, Quantitative Analytics, Statistics, Econometrics, Economics, Strategy, Competitive Analysis, SAS, Research, Stata
Education
Northwestern University - Kellogg School of Management 2013 — 2018
Doctor of Philosophy (Ph.D.), Business/Managerial Economics
University of Washington 2007 — 2011
BS, Economics, Applied and Computational Math Sciences (ACMS)
HSNU 2004 — 2007
Pandora June 2015 - Present
Kellogg School of Management August 2013 - Present
Analysis Group December 2012 - August 2013
Analysis Group August 2011 - December 2012
Russell Investments June 2010 - June 2011
Montlake Consulting Group April 2009 - June 2011
Economic Policy Research Center January 2009 - June 2011
University of Washington, Michael G. Foster School of Business October 2009 - April 2010
Marsh June 2009 - August 2009
Montlake Consulting Group May 2008 - April 2009
Skills
R, Financial Modeling, Data Analysis, Quantitative Analytics, Statistics, Econometrics, Economics, Strategy, Competitive Analysis, SAS, Research, Stata
Education
Northwestern University - Kellogg School of Management 2013 — 2018
Doctor of Philosophy (Ph.D.), Business/Managerial Economics
University of Washington 2007 — 2011
BS, Economics, Applied and Computational Math Sciences (ACMS)
HSNU 2004 — 2007
Graham Honda Graham Honda's Russell Investments Experience February 2010 - August 2014
Job Director of Global Talent Acquisition
Industry Investment Management
Experience
Wellington Management September 2014 - Present
Russell Investments February 2010 - August 2014
BlackRock (formerly Quellos) September 2006 - February 2010
Parker Technical January 2006 - September 2006
Focus Capital May 2000 - December 2005
Aubrey G. Lanston / Industrial Bank of Japan (now Mizuho) May 1995 - May 2000
Chase Manhattan Corporation May 1992 - May 1995
Skills
Recruiting, Proprietary Trading, Hedge Funds, Fund Of Funds, candidate sourcing, Global Recruiting, Strategic Recruitment..., Executive Management, Internet Recruiting, candidate research, Alternative Investments, Investment Management, Manager of Managers, Management, Operational Risk..., Market Risk, Quantitative Investing, Talent Acquisition, Global Talent..., Equities, Fixed Income, Fixed Income Portfolio..., Private Equity, Real Estate, Asset Managment, Asset Allocation, Interest Rate..., Sourcing, Asset Management, Risk Management, Leadership, Strategy, Derivatives, Options, Talent Management, Investments, Capital Markets
Education
University of Washington, Michael G. Foster School of Business 2006 — 2008
Master of Business Administration (M.B.A.)
Loyola University of Chicago
Bachelors
Wellington Management September 2014 - Present
Russell Investments February 2010 - August 2014
BlackRock (formerly Quellos) September 2006 - February 2010
Parker Technical January 2006 - September 2006
Focus Capital May 2000 - December 2005
Aubrey G. Lanston / Industrial Bank of Japan (now Mizuho) May 1995 - May 2000
Chase Manhattan Corporation May 1992 - May 1995
Skills
Recruiting, Proprietary Trading, Hedge Funds, Fund Of Funds, candidate sourcing, Global Recruiting, Strategic Recruitment..., Executive Management, Internet Recruiting, candidate research, Alternative Investments, Investment Management, Manager of Managers, Management, Operational Risk..., Market Risk, Quantitative Investing, Talent Acquisition, Global Talent..., Equities, Fixed Income, Fixed Income Portfolio..., Private Equity, Real Estate, Asset Managment, Asset Allocation, Interest Rate..., Sourcing, Asset Management, Risk Management, Leadership, Strategy, Derivatives, Options, Talent Management, Investments, Capital Markets
Education
University of Washington, Michael G. Foster School of Business 2006 — 2008
Master of Business Administration (M.B.A.)
Loyola University of Chicago
Bachelors
KEIKO MORIYAMA's Russell Investments Experience March 2005 - September 2007
Job Patent translator
Industry Writing and Editing
Experience
Translation company November 2010 - Present
Russell Investments March 2005 - September 2007
Citicorp Securities Ltd., Japan March 2004 - December 2004
Skills
Portfolio Management, Investments, Translation, Alternative Investments, English, Japanese, Customer Service, Editing, Proofreading, Research, Microsoft Excel, Microsoft Office, Social Media, Canadian Securities...
Education
Oxford Brookes University 2002 — 2003
Undergraduate credits, English Language and Literature, General
Nihon University
B.A., English Literature
Translation company November 2010 - Present
Russell Investments March 2005 - September 2007
Citicorp Securities Ltd., Japan March 2004 - December 2004
Skills
Portfolio Management, Investments, Translation, Alternative Investments, English, Japanese, Customer Service, Editing, Proofreading, Research, Microsoft Excel, Microsoft Office, Social Media, Canadian Securities...
Education
Oxford Brookes University 2002 — 2003
Undergraduate credits, English Language and Literature, General
Nihon University
B.A., English Literature
Maxwell Most Maxwell Most's Russell Investments Experience September 2014 - Present
Job Internal Wholesaler at Russell Investments
Industry Financial Services
Experience
Russell Investments September 2014 - Present
SunAmerica Asset Management April 2013 - September 2014
JPMorgan Chase April 2011 - April 2013
Garden City Group, Inc September 2010 - April 2011
National Securities Corp December 2009 - September 2010
Skills
Equities, Investments, Banking, Financial Services, Loans, Finance, Series 7, Series 63, Sales, Marketing Strategy, Options, Securities, Alternative Investments, Capital Markets, Asset Managment, Insurance, Commercial Banking, Account Management, Marketing, Mutual Funds
Education
Old Dominion University 2007 — 2009
Bachelor of Science, Communications
Marist College 2005 — 2007
St. Dominic High School
Russell Investments September 2014 - Present
SunAmerica Asset Management April 2013 - September 2014
JPMorgan Chase April 2011 - April 2013
Garden City Group, Inc September 2010 - April 2011
National Securities Corp December 2009 - September 2010
Skills
Equities, Investments, Banking, Financial Services, Loans, Finance, Series 7, Series 63, Sales, Marketing Strategy, Options, Securities, Alternative Investments, Capital Markets, Asset Managment, Insurance, Commercial Banking, Account Management, Marketing, Mutual Funds
Education
Old Dominion University 2007 — 2009
Bachelor of Science, Communications
Marist College 2005 — 2007
St. Dominic High School
Christopher Dashper Christopher Dashper's Russell Investments Experience August 2006 - August 2007
Job Mortgage Broker at TMG The Mortgage Group Ontario Inc.
Industry Financial Services
Experience
TMG The Mortgage Group Ontario Inc. June 2014 - Present
Dominion Lending Centres 2009 - June 2014
Russell Investments August 2006 - August 2007
Assante Wealth Management September 2005 - August 2006
CI Investments Inc. September 2003 - August 2005
CAA South Central Ontario October 1997 - February 2002
Skills
Banking, Mortgage Lending, Loans
Education
Seneca College of Applied Arts and Technology 1999 — 2002
HRA and FSU, Human Resources and Financial Services Underwriting
Nipissing University
BCOMM, Finance and Financial Management Services
TMG The Mortgage Group Ontario Inc. June 2014 - Present
Dominion Lending Centres 2009 - June 2014
Russell Investments August 2006 - August 2007
Assante Wealth Management September 2005 - August 2006
CI Investments Inc. September 2003 - August 2005
CAA South Central Ontario October 1997 - February 2002
Skills
Banking, Mortgage Lending, Loans
Education
Seneca College of Applied Arts and Technology 1999 — 2002
HRA and FSU, Human Resources and Financial Services Underwriting
Nipissing University
BCOMM, Finance and Financial Management Services
Bhavna Patel Bhavna Patel's Russell Investments Experience January 2003 - March 2006
Job Sr. Microstrategy Architect
Industry Information Technology and Services
Experience
IBM April 2011 - Present
Thomson Reuters August 2008 - February 2011
Cardinal Health March 2006 - July 2008
Russell Investments January 2003 - March 2006
Skills
Microstrategy, Business Intelligence, ETL, oracle, SDK, SQL, Microsoft SQL Server, Cognos, Databases, Oracle
Education
NYIT
Master's degree
IBM April 2011 - Present
Thomson Reuters August 2008 - February 2011
Cardinal Health March 2006 - July 2008
Russell Investments January 2003 - March 2006
Skills
Microstrategy, Business Intelligence, ETL, oracle, SDK, SQL, Microsoft SQL Server, Cognos, Databases, Oracle
Education
NYIT
Master's degree
Dayton Hoell Dayton Hoell's Russell Investments Experience August 2013 - January 2014
Job Institutional Equity Sales and Trading Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Stephens Inc. June 2014 - March 2015
Russell Investments August 2013 - January 2014
BNP Paribas June 2013 - August 2013
AXA Advisors November 2012 - May 2013
MU Department of Public Safety November 2010 - October 2012
The Equitable Bank May 2012 - September 2012
Champs Sports May 2012 - September 2012
Skills
Financial Analysis, Equity Research, Valuation, Access, Bloomberg Terminal, Finance, Accounting, Series 7, Series 63
Education
Marquette University - Applied Investment Management (AIM) Program 2010 — 2014
Bachelor's Degree, Finance
Morgan Stanley June 2015 - Present
Stephens Inc. June 2014 - March 2015
Russell Investments August 2013 - January 2014
BNP Paribas June 2013 - August 2013
AXA Advisors November 2012 - May 2013
MU Department of Public Safety November 2010 - October 2012
The Equitable Bank May 2012 - September 2012
Champs Sports May 2012 - September 2012
Skills
Financial Analysis, Equity Research, Valuation, Access, Bloomberg Terminal, Finance, Accounting, Series 7, Series 63
Education
Marquette University - Applied Investment Management (AIM) Program 2010 — 2014
Bachelor's Degree, Finance
Megan Gunstream Megan Gunstream's Russell Investments Experience 2013 - 2015
Job Talent Acquisition Recruiter at Capital Group
Industry Financial Services
Experience
Capital Group 2015 - Present
Russell Investments 2013 - 2015
Western United States Agricultural Trade Association (WUSATA) 2011 - 2013
Whole Foods Market 2010 - 2011
Urban Studio 2009 - 2010
Ameriprise Financial Services, Inc. 2007 - 2009
Ameriprise Financial Services, Inc. 2006 - 2007
Ike Trading Co., Ltd. 2005 - 2006
Kathleen Bernards, CPA & Kellie S. Menke, CPA 2004 - 2005
Skills
Event Marketing, Competitive Analysis, Community Relations, Event Planning, Marketing Strategy, Strategic Planning, Social Media, Budget Management, New Business Development, Business Planning, Market Research, Business Development, Project Planning, Customer Service, CRM, Budgets, Leadership, Marketing, Management, Negotiation, Online Marketing, Team Building, Product Marketing, Market Planning, Teamwork, Direct Marketing, Talent Acquisition, Time Management, Retail, Project Management, Investments, Strategy, Social Networking, Community Development, Leadership Development, Marketing Communications, Social Media Marketing, Team Leadership, Entrepreneurship, Training, Program Management, Marketing Management, Strategic Partnerships, Coaching, Event Management, Public Speaking, Account Management, Community Outreach, Small Business, Public Relations
Education
Linfield College 2001 — 2005
Bachelor of Arts, International Business, French & Mathematics
American University Center of Provence
French Language & Culture
Capital Group 2015 - Present
Russell Investments 2013 - 2015
Western United States Agricultural Trade Association (WUSATA) 2011 - 2013
Whole Foods Market 2010 - 2011
Urban Studio 2009 - 2010
Ameriprise Financial Services, Inc. 2007 - 2009
Ameriprise Financial Services, Inc. 2006 - 2007
Ike Trading Co., Ltd. 2005 - 2006
Kathleen Bernards, CPA & Kellie S. Menke, CPA 2004 - 2005
Skills
Event Marketing, Competitive Analysis, Community Relations, Event Planning, Marketing Strategy, Strategic Planning, Social Media, Budget Management, New Business Development, Business Planning, Market Research, Business Development, Project Planning, Customer Service, CRM, Budgets, Leadership, Marketing, Management, Negotiation, Online Marketing, Team Building, Product Marketing, Market Planning, Teamwork, Direct Marketing, Talent Acquisition, Time Management, Retail, Project Management, Investments, Strategy, Social Networking, Community Development, Leadership Development, Marketing Communications, Social Media Marketing, Team Leadership, Entrepreneurship, Training, Program Management, Marketing Management, Strategic Partnerships, Coaching, Event Management, Public Speaking, Account Management, Community Outreach, Small Business, Public Relations
Education
Linfield College 2001 — 2005
Bachelor of Arts, International Business, French & Mathematics
American University Center of Provence
French Language & Culture
Mike Reiff Mike Reiff's Russell Investments Experience November 2013 - Present
Job Manager Investment OperationsDerivatives at Russell Investments
Industry Investment Management
Experience
Russell Investments November 2013 - Present
Russell Investments October 2009 - October 2013
Russell Investments August 2009 - October 2009
Russell Investments May 2007 - August 2009
Russell Investments April 2006 - May 2007
Triple-T Designs, Inc. October 2004 - April 2006
Computer Press June 2003 - February 2004
Czech Republic May 1998 - February 2004
Skills
Bloomberg, Risk Management, Financial Analysis, Business Analysis, Project Management, Team Building, Change Management, Equities, Portfolio Management, Asset Managment, Investments, Asset Management, Mutual Funds, Derivatives
Education
Masaryk University 1998 — 2003
Masters, Financial Management
Russell Investments November 2013 - Present
Russell Investments October 2009 - October 2013
Russell Investments August 2009 - October 2009
Russell Investments May 2007 - August 2009
Russell Investments April 2006 - May 2007
Triple-T Designs, Inc. October 2004 - April 2006
Computer Press June 2003 - February 2004
Czech Republic May 1998 - February 2004
Skills
Bloomberg, Risk Management, Financial Analysis, Business Analysis, Project Management, Team Building, Change Management, Equities, Portfolio Management, Asset Managment, Investments, Asset Management, Mutual Funds, Derivatives
Education
Masaryk University 1998 — 2003
Masters, Financial Management
Chelsea Butler's Russell Investments Experience 2011 - 2012
Job Administrative Assistant at Wolfe Research, LLC
Industry Public Relations and Communications
Experience
Wolfe Research, LLC October 2014 - Present
Laura Davidson Public Relation 2014 - 2014
HEINEKEN 2013 - 2014
Russell Investments 2011 - 2012
Anittel 2010 - 2011
Skills
Social Media Marketing, Strategic Communications, Executive..., Google Analytics, Microsoft Excel, Microsoft Office, QuickBooks, CisionPoint, comScore, Adobe Acrobat, Photoshop, PowerPoint, Hospitality, Client Relations, Client Services, Event Planning, Budgeting, Public Relations, Administrative..., Database Administration, Marketing Communications, Scheduling, Conference Coordination, Conference Organization, Conference Management, CRM Databases, Lead Generation, Client Liaison, Client Presentation, Deadline Oriented, Clipping, Pitching Media, Publishing, Proofreading, Merchandising
Education
Saint John's University 2013 — 2014
Bachelor's Degree, Communication and Media Studies
Macquarie University 2011 — 2013
Communication and Media Studies
VTHS
Wolfe Research, LLC October 2014 - Present
Laura Davidson Public Relation 2014 - 2014
HEINEKEN 2013 - 2014
Russell Investments 2011 - 2012
Anittel 2010 - 2011
Skills
Social Media Marketing, Strategic Communications, Executive..., Google Analytics, Microsoft Excel, Microsoft Office, QuickBooks, CisionPoint, comScore, Adobe Acrobat, Photoshop, PowerPoint, Hospitality, Client Relations, Client Services, Event Planning, Budgeting, Public Relations, Administrative..., Database Administration, Marketing Communications, Scheduling, Conference Coordination, Conference Organization, Conference Management, CRM Databases, Lead Generation, Client Liaison, Client Presentation, Deadline Oriented, Clipping, Pitching Media, Publishing, Proofreading, Merchandising
Education
Saint John's University 2013 — 2014
Bachelor's Degree, Communication and Media Studies
Macquarie University 2011 — 2013
Communication and Media Studies
VTHS
Scott D Harris's Russell Investments Experience September 2002 - April 2009
Job Senior Business Intelligence Developer at TrueBlue Inc.
Industry Information Technology and Services
Experience
TrueBlue Inc. September 2014 - Present
Vivaki Nerve Center January 2011 - August 2014
ManTech January 2010 - January 2011
Russell Investments September 2002 - April 2009
Reset Games LLC January 2008 - May 2008
Russell Investments October 1996 - September 2002
Esterline - Korry Electronics 1991 - 1996
Skills
VBScript, Microsoft SQL Server, Balanced Scorecard, Team Leadership, Business Development, Product Lifecycle..., Integration, Database Design, Systems Analysis, Business Intelligence, Product Management, SQL, Agile Methodologies, SDLC, Databases, SSIS, Business Analysis, Requirements Analysis, Program Management, Cloud Computing, Leadership, Scrum, ETL
Education
University of Washington, Michael G. Foster School of Business 2007 — 2008
MBA, Technology Management
Oregon State University 1985 — 1989
BA, Business, Computer Science
Oregon Institute of Technology 1983 — 1985
Computer Science
TrueBlue Inc. September 2014 - Present
Vivaki Nerve Center January 2011 - August 2014
ManTech January 2010 - January 2011
Russell Investments September 2002 - April 2009
Reset Games LLC January 2008 - May 2008
Russell Investments October 1996 - September 2002
Esterline - Korry Electronics 1991 - 1996
Skills
VBScript, Microsoft SQL Server, Balanced Scorecard, Team Leadership, Business Development, Product Lifecycle..., Integration, Database Design, Systems Analysis, Business Intelligence, Product Management, SQL, Agile Methodologies, SDLC, Databases, SSIS, Business Analysis, Requirements Analysis, Program Management, Cloud Computing, Leadership, Scrum, ETL
Education
University of Washington, Michael G. Foster School of Business 2007 — 2008
MBA, Technology Management
Oregon State University 1985 — 1989
BA, Business, Computer Science
Oregon Institute of Technology 1983 — 1985
Computer Science
Randee Martin Randee Martin's Russell Investments Experience December 2006 - Present
Job Experienced Administrative Professional
Industry Financial Services
Experience
Russell Investments December 2006 - Present
Judith Ehrlich Literary Management August 2009 - April 2010
BDC Management, Inc./Bermant Development Company May 2000 - August 2006
Skills
Administrative..., Team Building, Research, Administrative...
Education
New York University 2009 — 2011
Publishing
University of Arizona 1993 — 1997
B.A., History
Russell Investments December 2006 - Present
Judith Ehrlich Literary Management August 2009 - April 2010
BDC Management, Inc./Bermant Development Company May 2000 - August 2006
Skills
Administrative..., Team Building, Research, Administrative...
Education
New York University 2009 — 2011
Publishing
University of Arizona 1993 — 1997
B.A., History
Jean-Luc Parker Jean-Luc Parker's Russell Investments Experience October 2011 - May 2012
Job Global Treasury Analyst at ManpowerGroup
Industry Marketing and Advertising
Experience
ManpowerGroup April 2014 - Present
ManpowerGroup October 2013 - April 2014
Carson's Inc. August 2013 - November 2013
MarketStar October 2012 - January 2013
Franklin Energy Services June 2012 - August 2012
Russell Investments October 2011 - May 2012
Milwaukee Bucks Inc. October 2010 - April 2012
University Directories May 2011 - August 2011
Milwaukee Bucks Inc. October 2009 - April 2010
Zuni's House of Pizza March 2009 - August 2009
Skills
Sales, Marketing, Public Relations, Microsoft Office, Salesforce.com, Recruiting, Training
Education
Marquette University 2009 — 2013
Bachelor of Business Administration (BBA), Marketing and Finance
Hanover Central 2005 — 2009
ManpowerGroup April 2014 - Present
ManpowerGroup October 2013 - April 2014
Carson's Inc. August 2013 - November 2013
MarketStar October 2012 - January 2013
Franklin Energy Services June 2012 - August 2012
Russell Investments October 2011 - May 2012
Milwaukee Bucks Inc. October 2010 - April 2012
University Directories May 2011 - August 2011
Milwaukee Bucks Inc. October 2009 - April 2010
Zuni's House of Pizza March 2009 - August 2009
Skills
Sales, Marketing, Public Relations, Microsoft Office, Salesforce.com, Recruiting, Training
Education
Marquette University 2009 — 2013
Bachelor of Business Administration (BBA), Marketing and Finance
Hanover Central 2005 — 2009
Ed Kallaway Ed Kallaway's Russell Investments Experience August 2013 - August 2014
Job Procurement Senior Category Manager, Services at Savers
Industry Financial Services
Experience
Russell Investments August 2013 - August 2014
Premera Blue Cross 2001 - 2013
REI February 1999 - August 2000
Eddie Bauer 1990 - 1998
Generra Sportswear 1986 - 1991
Skills
Process Improvement, Business Process..., Customer Service, Contract Negotiation, Business Analysis, Procurement, Sourcing, PeopleSoft, Strategic Partnerships, Supplier Sourcing, Strategic Sourcing, Supplier Development, Health Insurance, Leadership, Purchasing, Contract Management, Project Management, Strategy, Management, Vendor Management
Education
University of Washington
Bachelor of Arts (BA), Political Economics
Norwalk Community College
Associate's degree, Business Administration and Management, General
Russell Investments August 2013 - August 2014
Premera Blue Cross 2001 - 2013
REI February 1999 - August 2000
Eddie Bauer 1990 - 1998
Generra Sportswear 1986 - 1991
Skills
Process Improvement, Business Process..., Customer Service, Contract Negotiation, Business Analysis, Procurement, Sourcing, PeopleSoft, Strategic Partnerships, Supplier Sourcing, Strategic Sourcing, Supplier Development, Health Insurance, Leadership, Purchasing, Contract Management, Project Management, Strategy, Management, Vendor Management
Education
University of Washington
Bachelor of Arts (BA), Political Economics
Norwalk Community College
Associate's degree, Business Administration and Management, General
Joe Dooley's Russell Investments Experience May 2010 - July 2010
Job Sales Representative Alcon Vision Care
Industry Pharmaceuticals
Experience
Alcon Laboratories, Inc. May 2011 - Present
Russell Investments May 2010 - July 2010
Seiko Instruments Inc June 2009 - August 2009
Russell Investments May 2009 - June 2009
Skills
Pharmaceutical Industry, Marketing, Market Analysis, Market Research, Medical Devices, Marketing Strategy, Sales, Competitive Analysis, Sales Operations, Product Launch, Account Management, Marketing Management, Pharmaceutical Sales
Education
University of Arkansas at Fayetteville 2007 — 2011
International Business, Economics
Macquarie University 2006 — 2007
International Business
Alcon Laboratories, Inc. May 2011 - Present
Russell Investments May 2010 - July 2010
Seiko Instruments Inc June 2009 - August 2009
Russell Investments May 2009 - June 2009
Skills
Pharmaceutical Industry, Marketing, Market Analysis, Market Research, Medical Devices, Marketing Strategy, Sales, Competitive Analysis, Sales Operations, Product Launch, Account Management, Marketing Management, Pharmaceutical Sales
Education
University of Arkansas at Fayetteville 2007 — 2011
International Business, Economics
Macquarie University 2006 — 2007
International Business
Jill F Johnson Jill F Johnson's Russell Investments Experience January 2004 - August 2011
Job Investment Strategic Advisor at Seattle City Employees' Retirement System
Industry Investment Management
Experience
Seattle City Employees' Retirement System August 2013 - Present
The DoVE Project, a 501c3 November 2011 - July 2013
Reap-It Products September 2011 - July 2013
Russell Investments January 2004 - August 2011
Russell Investments March 2000 - January 2004
JFJohnson Consulting January 1995 - March 2000
Towle/Johnson Associates December 1991 - January 1995
CDC Gestion (now NATIXIS Global Asset Management) December 1988 - December 1991
DLP James Capel and JFA Buisson January 1987 - November 1988
Price Waterhouse (now Price Waterhouse Coopers) November 1985 - December 1986
Skills
Asset Allocation, Investment Strategies, Asset Managment, Portfolio Management, Equities, Mutual Funds, Asset Management, Investments, Investment Management, Trading, Financial Services, Investment Banking, ETFs, Fund Of Funds, Bonds, Capital Markets, Alternative Investments, Hedge Funds, Options, Equity Derivatives, Finance, Financial Advisory, Investment Advisory, Wealth Management
Education
Monterey Institute of International Studies, Fisher Graduate School of International Business 1980 — 1982
MA, Intercultural Communications/International Business
Reed College 1974 — 1978
BA, French Literature
College Cevenol, Chambon-sur-Lignon, France 1973 — 1974
Study Abroad, Math
Seattle City Employees' Retirement System August 2013 - Present
The DoVE Project, a 501c3 November 2011 - July 2013
Reap-It Products September 2011 - July 2013
Russell Investments January 2004 - August 2011
Russell Investments March 2000 - January 2004
JFJohnson Consulting January 1995 - March 2000
Towle/Johnson Associates December 1991 - January 1995
CDC Gestion (now NATIXIS Global Asset Management) December 1988 - December 1991
DLP James Capel and JFA Buisson January 1987 - November 1988
Price Waterhouse (now Price Waterhouse Coopers) November 1985 - December 1986
Skills
Asset Allocation, Investment Strategies, Asset Managment, Portfolio Management, Equities, Mutual Funds, Asset Management, Investments, Investment Management, Trading, Financial Services, Investment Banking, ETFs, Fund Of Funds, Bonds, Capital Markets, Alternative Investments, Hedge Funds, Options, Equity Derivatives, Finance, Financial Advisory, Investment Advisory, Wealth Management
Education
Monterey Institute of International Studies, Fisher Graduate School of International Business 1980 — 1982
MA, Intercultural Communications/International Business
Reed College 1974 — 1978
BA, French Literature
College Cevenol, Chambon-sur-Lignon, France 1973 — 1974
Study Abroad, Math
Dorian Kandi's Russell Investments Experience June 2015 - Present
Job Direct Investments Equities Intern at Russell Investments and Graduate Student at University of Washington
Industry Financial Services
Experience
Russell Investments June 2015 - Present
MOREHOUSE COLLEGE September 2014 - May 2015
NC State University May 2014 - July 2014
Nationwide Insurance May 2013 - July 2013
Kroger April 2009 - January 2013
Merrill Lynch May 2012 - July 2012
Skills
R, Microsoft Excel, Data Analysis, PowerPoint, Critical Thinking, Leadership, Python, C++, Microsoft Word, Matlab, Microsoft Office, Financial Analysis, Customer Service, Teamwork, Outlook, Public Speaking, Budgets, Research, Fundraising, Editing, Social Media, Social Networking
Education
University of Washington 2015 — 2016
Master of Science (M.S.), Computational Finance and Risk Management
Morehouse College 2011 — 2015
Bachelor of Arts (B.A.), Mathematics
Westerville north high school
Russell Investments June 2015 - Present
MOREHOUSE COLLEGE September 2014 - May 2015
NC State University May 2014 - July 2014
Nationwide Insurance May 2013 - July 2013
Kroger April 2009 - January 2013
Merrill Lynch May 2012 - July 2012
Skills
R, Microsoft Excel, Data Analysis, PowerPoint, Critical Thinking, Leadership, Python, C++, Microsoft Word, Matlab, Microsoft Office, Financial Analysis, Customer Service, Teamwork, Outlook, Public Speaking, Budgets, Research, Fundraising, Editing, Social Media, Social Networking
Education
University of Washington 2015 — 2016
Master of Science (M.S.), Computational Finance and Risk Management
Morehouse College 2011 — 2015
Bachelor of Arts (B.A.), Mathematics
Westerville north high school
David Lux's Russell Investments Experience January 2011 - Present
Job Sr Quality Assurance Engineer at Russell Investments
Industry Computer Software
Experience
Russell Investments January 2011 - Present
RealNetworks - Games October 2008 - February 2011
LexisNexis 2007 - October 2008
Applied Discovery June 2005 - August 2007
ORRTAX SOFTWARE INC. 1998 - 2005
Skills
Quality Assurance, Test Planning, Agile Methodologies, Requirements Analysis, Microsoft SQL Server, Software Quality..., Scrum, Testing, User Acceptance Testing
Education
North Seattle Community College 1995 — 1996
Russell Investments January 2011 - Present
RealNetworks - Games October 2008 - February 2011
LexisNexis 2007 - October 2008
Applied Discovery June 2005 - August 2007
ORRTAX SOFTWARE INC. 1998 - 2005
Skills
Quality Assurance, Test Planning, Agile Methodologies, Requirements Analysis, Microsoft SQL Server, Software Quality..., Scrum, Testing, User Acceptance Testing
Education
North Seattle Community College 1995 — 1996
Li He's Russell Investments Experience September 2014 - Present
Job Senior Research Analyst, MultiAsset Solutions at Russell Investments
Industry Investment Management
Experience
Russell Investments September 2014 - Present
QS Investors, A Legg Mason Affiliate August 2010 - August 2014
Deutsche Asset Management 2006 - July 2010
Skills
Quantitative Finance, Derivatives, Hedge Funds, Quantitative Analytics, Equities, Asset Allocation, Portfolio Management, Fixed Income, Alternative Investments, Commodity, Bloomberg, Financial Modeling, Asset Management, Capital Markets, Investments, Trading, Global Macro, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management
Ph.D., Financial Economics
Massachusetts Institute of Technology
Ph.D., Applied Mathematics
University of Science and Technology of China
B.S., Modern Physics
Russell Investments September 2014 - Present
QS Investors, A Legg Mason Affiliate August 2010 - August 2014
Deutsche Asset Management 2006 - July 2010
Skills
Quantitative Finance, Derivatives, Hedge Funds, Quantitative Analytics, Equities, Asset Allocation, Portfolio Management, Fixed Income, Alternative Investments, Commodity, Bloomberg, Financial Modeling, Asset Management, Capital Markets, Investments, Trading, Global Macro, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management
Ph.D., Financial Economics
Massachusetts Institute of Technology
Ph.D., Applied Mathematics
University of Science and Technology of China
B.S., Modern Physics
Pradeep Narayan's Russell Investments Experience 2010 - 2013
Job Senior Vice President at PNC Bank
Industry Financial Services
Experience
PNC Bank 2014 - Present
Russell Investments 2010 - 2013
Washington Mutual 2007 - 2009
CIBC 2005 - 2007
RBC 2000 - 2004
JPMorgan Chase 1998 - 2000
Canada Trust 1997 - 1998
Visa 1994 - 1997
American Express 1989 - 1994
Skills
Consumer Lending, Enterprise Risk..., Governance, Operations, People Management, Credit Cards, Payments, Strategy Development, Product Management, Process Improvement, Leading Change, Retail Banking, Technology Management, P&L Responsibility, Team Leadership, Thought Leadership, Credit Scoring, Adjudication, Strategy, Analytics, Management, Risk Management, Financial Risk, Project Management, Forecasting, Portfolio Management, Information Technology, Underwriting, Finance, Banking, Mergers & Acquisitions, Financial Services, Start-ups, Change Management, Analysis, Leadership
Education
University of Windsor 1987 — 1989
M.B.A
Nagpur University 1982 — 1986
Bachelor of Engineering, Chemical Engineering
PNC Bank 2014 - Present
Russell Investments 2010 - 2013
Washington Mutual 2007 - 2009
CIBC 2005 - 2007
RBC 2000 - 2004
JPMorgan Chase 1998 - 2000
Canada Trust 1997 - 1998
Visa 1994 - 1997
American Express 1989 - 1994
Skills
Consumer Lending, Enterprise Risk..., Governance, Operations, People Management, Credit Cards, Payments, Strategy Development, Product Management, Process Improvement, Leading Change, Retail Banking, Technology Management, P&L Responsibility, Team Leadership, Thought Leadership, Credit Scoring, Adjudication, Strategy, Analytics, Management, Risk Management, Financial Risk, Project Management, Forecasting, Portfolio Management, Information Technology, Underwriting, Finance, Banking, Mergers & Acquisitions, Financial Services, Start-ups, Change Management, Analysis, Leadership
Education
University of Windsor 1987 — 1989
M.B.A
Nagpur University 1982 — 1986
Bachelor of Engineering, Chemical Engineering
Sam Baughn's Russell Investments Experience June 2012 - Present
Job Director, Global Manager Oversight and Due Diligence at Russell Investments
Industry Financial Services
Experience
Russell Investments June 2012 - Present
Russell Investments July 2010 - June 2012
ETF Portfolio Management January 2009 - July 2010
Societe Generale Asset Management Inc. May 2005 - January 2009
Deutsche Bank January 2004 - May 2005
Ernst & Young LLP 2000 - 2003
David Lipscomb University August 1999 - July 2000
Principal Financial Group August 1997 - August 1999
Skills
Portfolio Management, Capital Markets, Investments, Alternative Investments, Asset Managment, Due Diligence, Fixed Income, Hedge Funds, Management, Private Equity, Asset Management, Equities, Auditing, Derivatives
Education
Lipscomb University 1992 — 1997
Lipscomb University 1992 — 1997
BS, MBA, Engineering, Finance/Economics, Accounting
Ben Davis High School
Russell Investments June 2012 - Present
Russell Investments July 2010 - June 2012
ETF Portfolio Management January 2009 - July 2010
Societe Generale Asset Management Inc. May 2005 - January 2009
Deutsche Bank January 2004 - May 2005
Ernst & Young LLP 2000 - 2003
David Lipscomb University August 1999 - July 2000
Principal Financial Group August 1997 - August 1999
Skills
Portfolio Management, Capital Markets, Investments, Alternative Investments, Asset Managment, Due Diligence, Fixed Income, Hedge Funds, Management, Private Equity, Asset Management, Equities, Auditing, Derivatives
Education
Lipscomb University 1992 — 1997
Lipscomb University 1992 — 1997
BS, MBA, Engineering, Finance/Economics, Accounting
Ben Davis High School
William O'Malley, CAIA's Russell Investments Experience January 2013 - Present
Job Associate
Industry Financial Services
Experience
Russell Investments January 2013 - Present
Russell Investment Group June 2008 - December 2012
OMFN Securities September 2005 - March 2008
Education
New York University 2001 — 2004
BA, Economic Theory
Middletown North 1996 — 2000
Russell Investments January 2013 - Present
Russell Investment Group June 2008 - December 2012
OMFN Securities September 2005 - March 2008
Education
New York University 2001 — 2004
BA, Economic Theory
Middletown North 1996 — 2000
Bill DeSanto, CIMA's Russell Investments Experience June 2011 - August 2013
Job Executive Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management August 2015 - Present
Charles Schwab Investment Management August 2013 - December 2014
Russell Investments June 2011 - August 2013
Eagle Asset Management December 2008 - June 2011
J. & W. Seligman & Co. Incorporated January 2005 - November 2008
J&W Seligman 2000 - 2004
Harris Bretall Sullivan & Smith 2000 - 2000
Murray Johnstone 1998 - 1999
Salomon Smith Barney 1996 - 1998
Skills
Mutual Funds, Hedge Funds, Asset Management, Product Management, Institutional, Marketing Strategy, Product Marketing, Investments, Fixed Income, Wealth Management, Alternative Investments, Investment Management, ETFs, Asset Allocation, Strategy, Investment Strategies, Separately Managed..., Series 7, Equities
Education
Northeastern University 1991 — 1995
BS, Finance, Management
UBS Global Asset Management August 2015 - Present
Charles Schwab Investment Management August 2013 - December 2014
Russell Investments June 2011 - August 2013
Eagle Asset Management December 2008 - June 2011
J. & W. Seligman & Co. Incorporated January 2005 - November 2008
J&W Seligman 2000 - 2004
Harris Bretall Sullivan & Smith 2000 - 2000
Murray Johnstone 1998 - 1999
Salomon Smith Barney 1996 - 1998
Skills
Mutual Funds, Hedge Funds, Asset Management, Product Management, Institutional, Marketing Strategy, Product Marketing, Investments, Fixed Income, Wealth Management, Alternative Investments, Investment Management, ETFs, Asset Allocation, Strategy, Investment Strategies, Separately Managed..., Series 7, Equities
Education
Northeastern University 1991 — 1995
BS, Finance, Management
Brian Laux's Russell Investments Experience January 2004 - May 2009
Job Portfolio Consultant at INVESCO PowerShares
Industry Financial Services
Experience
Invesco PowerShares June 2009 - Present
Russell Investments January 2004 - May 2009
Van Kampen Investments 1997 - 2001
Glickenhaus & Co. Inc. 1991 - 1997
Merrill Lynch 1985 - 1986
Merrill Lynch 1985 - 1986
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Asset Managment, Portfolio Management, Alternative Investments, Investment Strategies, Equities, Securities, Wealth Management, Investment Advisory, Separately Managed..., Series 65, Asset Management, Investment Management, Series 24, Retirement Planning
Education
Monmouth University 2004 — 2012
Masters, Education
Union College 1981 — 1985
BA, Economics
St. Agnes Cathedral High School 1977 — 1981
St. Agnes Cathedral School 1969 — 1977
Invesco PowerShares June 2009 - Present
Russell Investments January 2004 - May 2009
Van Kampen Investments 1997 - 2001
Glickenhaus & Co. Inc. 1991 - 1997
Merrill Lynch 1985 - 1986
Merrill Lynch 1985 - 1986
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Asset Managment, Portfolio Management, Alternative Investments, Investment Strategies, Equities, Securities, Wealth Management, Investment Advisory, Separately Managed..., Series 65, Asset Management, Investment Management, Series 24, Retirement Planning
Education
Monmouth University 2004 — 2012
Masters, Education
Union College 1981 — 1985
BA, Economics
St. Agnes Cathedral High School 1977 — 1981
St. Agnes Cathedral School 1969 — 1977
Terrance Berland's Russell Investments Experience June 2009 - March 2010
Job Managing Partner Private Equity
Industry Financial Services
Experience
Kirenaga Partners March 2015 - Present
Bridgewater Associates January 2011 - Present
Bridgewater Associates March 2010 - January 2011
Russell Investments June 2009 - March 2010
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2008 - September 2008
Bear Stearns February 2003 - June 2008
McKinsey & Company July 1996 - February 2003
Prudential Securities July 1994 - June 1995
US Navy June 1990 - June 1994
Skills
Program Management, Contract Negotiation, Functional Requirements, Financial Services, Hedge Funds, Change Management, Business Process..., Acquisition Integration, Capital Markets, Investment Banking, Equities, Asset Managment, Financial Modeling, Portfolio Management, Due Diligence, Fixed Income, Emerging Markets, Risk Management, Private Equity, Vendor Management, Management, Mergers & Acquisitions, Asset Management
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Finance, Strategy
University of Notre Dame 1986 — 1990
Bachelor of Science, Mathematics
Kirenaga Partners March 2015 - Present
Bridgewater Associates January 2011 - Present
Bridgewater Associates March 2010 - January 2011
Russell Investments June 2009 - March 2010
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2008 - September 2008
Bear Stearns February 2003 - June 2008
McKinsey & Company July 1996 - February 2003
Prudential Securities July 1994 - June 1995
US Navy June 1990 - June 1994
Skills
Program Management, Contract Negotiation, Functional Requirements, Financial Services, Hedge Funds, Change Management, Business Process..., Acquisition Integration, Capital Markets, Investment Banking, Equities, Asset Managment, Financial Modeling, Portfolio Management, Due Diligence, Fixed Income, Emerging Markets, Risk Management, Private Equity, Vendor Management, Management, Mergers & Acquisitions, Asset Management
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Finance, Strategy
University of Notre Dame 1986 — 1990
Bachelor of Science, Mathematics
Jorden Trochelman, MBA, CIMA®'s Russell Investments Experience November 2014 - Present
Job Associate Divisional Director at Russell Investments
Industry Financial Services
Experience
Russell Investments November 2014 - Present
Russell Investment Group April 2010 - Present
Wells Fargo Advantage Funds May 2002 - April 2010
Skills
Mutual Funds, Series 7, Series 66, CIMA, Series 24
Education
University of Wisconsin-Milwaukee 2007 — 2012
Master of Business Administration (M.B.A.)
Marquette University 1998 — 2002
Bachelor's, Finance
New Berlin West High School 1994 — 1998
General, General
Russell Investments November 2014 - Present
Russell Investment Group April 2010 - Present
Wells Fargo Advantage Funds May 2002 - April 2010
Skills
Mutual Funds, Series 7, Series 66, CIMA, Series 24
Education
University of Wisconsin-Milwaukee 2007 — 2012
Master of Business Administration (M.B.A.)
Marquette University 1998 — 2002
Bachelor's, Finance
New Berlin West High School 1994 — 1998
General, General
Jodie Jones's Russell Investments Experience April 2014 - Present
Job Senior Sales Project Coordinator, Private Client Services Division at Russell Investments
Industry Financial Services
Experience
Russell Investments April 2014 - Present
Seattle Cancer Care Alliance March 2012 - April 2014
Olympic Medical Center 2009 - 2012
Skills
Hospitals, Medical Terminology, Outlook, Healthcare, HIPAA, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Administration, Marketing, Time Management, Program Management
Education
Northwood University 2003 — 2007
BA, Entertainment, Sport, Promotion Management/Business Management
Russell Investments April 2014 - Present
Seattle Cancer Care Alliance March 2012 - April 2014
Olympic Medical Center 2009 - 2012
Skills
Hospitals, Medical Terminology, Outlook, Healthcare, HIPAA, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Administration, Marketing, Time Management, Program Management
Education
Northwood University 2003 — 2007
BA, Entertainment, Sport, Promotion Management/Business Management
Brett Saunders's Russell Investments Experience December 2005 - Present
Job Senior Portfolio Manager at Russell Investment Group
Industry Financial Services
Experience
Russell Investments December 2005 - Present
Mellon Transition Management Services November 2001 - December 2005
BT Infonet May 2000 - November 2001
Mellon Capital Management November 1997 - May 2000
Skills
Portfolio Management, Series 7, Bloomberg, Equities, Portfolio Optimization, Series 63, VBA, Charles River IMS, Process Improvement, Microsoft Excel, Derivatives, Equity Derivatives, FX Hedging, Emerging Markets, Asset Allocation, Asset Management, Investment Management
Education
Washington State University - College of Business and Economics 2006 — 2010
Bachelor of Arts (B.A.), Management Information Systems
Orange Coast College 1990 — 1996
AA, Accounting
Russell Investments December 2005 - Present
Mellon Transition Management Services November 2001 - December 2005
BT Infonet May 2000 - November 2001
Mellon Capital Management November 1997 - May 2000
Skills
Portfolio Management, Series 7, Bloomberg, Equities, Portfolio Optimization, Series 63, VBA, Charles River IMS, Process Improvement, Microsoft Excel, Derivatives, Equity Derivatives, FX Hedging, Emerging Markets, Asset Allocation, Asset Management, Investment Management
Education
Washington State University - College of Business and Economics 2006 — 2010
Bachelor of Arts (B.A.), Management Information Systems
Orange Coast College 1990 — 1996
AA, Accounting
Matt Kopacz's Russell Investments Experience December 2004 - January 2007
Job AVP Investment Operations
Industry Financial Services
Experience
Strategic Capital Group June 2009 - Present
Washington Mutual January 2007 - June 2009
Russell Investments December 2004 - January 2007
Washington Mutual October 2002 - December 2004
Merrill Lynch January 1999 - September 2002
Education
Rider University 1995 — 1996
BS, Finance
Mercer County Community College 1992 — 1994
AS, Business Administration
Strategic Capital Group June 2009 - Present
Washington Mutual January 2007 - June 2009
Russell Investments December 2004 - January 2007
Washington Mutual October 2002 - December 2004
Merrill Lynch January 1999 - September 2002
Education
Rider University 1995 — 1996
BS, Finance
Mercer County Community College 1992 — 1994
AS, Business Administration
Kevin Knowles, CFA's Russell Investments Experience April 2013 - Present
Job Product Manager, Defined Contribution Investments, Americas Institutional at Russell Investments
Industry Financial Services
Experience
Russell Investments April 2013 - Present
Allianz Global Investors September 2007 - April 2013
Skills
Investments, Asset Allocation, Defined Contribution, Derivatives, Global Tactical Asset..., Asset Management, Equities, Fixed Income, Alternative Investments, Mutual Funds, Series 7, FINRA
Education
Loyola University Maryland 2003 — 2007
BBA, Finance and Math
University of Auckland 2005 — 2005
Study Abroad
Fordham Preparatory School
Russell Investments April 2013 - Present
Allianz Global Investors September 2007 - April 2013
Skills
Investments, Asset Allocation, Defined Contribution, Derivatives, Global Tactical Asset..., Asset Management, Equities, Fixed Income, Alternative Investments, Mutual Funds, Series 7, FINRA
Education
Loyola University Maryland 2003 — 2007
BBA, Finance and Math
University of Auckland 2005 — 2005
Study Abroad
Fordham Preparatory School
Trisha Tan's Russell Investments Experience October 2011 - March 2012
Job Senior Strategy Manager at American Express
Industry Financial Services
Experience
American Express June 2012 - February 2014
Russell Investments October 2011 - March 2012
HSBC Global Asset Management July 2010 - August 2010
HSBC May 2006 - July 2009
Skills
Project Management, Change Management, Business Process..., Channel Strategy..., Marketing Strategy, Business Strategy, Go-to-market Strategy, Data Analysis, Marketing Communications, Corporate Communications, Marketing, Channel Strategy, Product Development, Event Management, Public Affairs, Problem Solving, International Business..., Consulting, Strategic Thinking, Entrepreneurship, Cross-functional Team..., Business Planning, Corporate Finance, Strategy, Financial Analysis
Education
London Business School, U. of London 2009 — 2011
MBA, Specialization in Finance
Northwestern University - Kellogg School of Management 2010 — 2010
MBA, Exchange term
University of New South Wales 2004 — 2006
Bachelor of Commerce, International Business, Marketing
University of the Philippines 2002 — 2003
BA History
American Express June 2012 - February 2014
Russell Investments October 2011 - March 2012
HSBC Global Asset Management July 2010 - August 2010
HSBC May 2006 - July 2009
Skills
Project Management, Change Management, Business Process..., Channel Strategy..., Marketing Strategy, Business Strategy, Go-to-market Strategy, Data Analysis, Marketing Communications, Corporate Communications, Marketing, Channel Strategy, Product Development, Event Management, Public Affairs, Problem Solving, International Business..., Consulting, Strategic Thinking, Entrepreneurship, Cross-functional Team..., Business Planning, Corporate Finance, Strategy, Financial Analysis
Education
London Business School, U. of London 2009 — 2011
MBA, Specialization in Finance
Northwestern University - Kellogg School of Management 2010 — 2010
MBA, Exchange term
University of New South Wales 2004 — 2006
Bachelor of Commerce, International Business, Marketing
University of the Philippines 2002 — 2003
BA History
Brian Stoner, CFA's Russell Investments Experience March 2005 - August 2009
Job Director of Investment Analysis at Acuitas Investments
Industry Investment Management
Experience
Acuitas Investments January 2011 - Present
Good Judgment Project August 2011 - Present
Russell Investments March 2005 - August 2009
RW Beck 2003 - 2005
Skills
Bloomberg, Alternative Investments, Equities, Hedge Funds, Valuation, Financial Modeling, Fixed Income, Investment Strategies, Equity Research, Asset Allocation, Asset Management, Capital Markets, Portfolio Management, Investments, Investment Management
Education
London Business School 2009 — 2010
MSc, Finance
University of Washington 1999 — 2002
BSc, Economics
Acuitas Investments January 2011 - Present
Good Judgment Project August 2011 - Present
Russell Investments March 2005 - August 2009
RW Beck 2003 - 2005
Skills
Bloomberg, Alternative Investments, Equities, Hedge Funds, Valuation, Financial Modeling, Fixed Income, Investment Strategies, Equity Research, Asset Allocation, Asset Management, Capital Markets, Portfolio Management, Investments, Investment Management
Education
London Business School 2009 — 2010
MSc, Finance
University of Washington 1999 — 2002
BSc, Economics
Ann Duncan, CFA's Russell Investments Experience 2005 - 2009
Job Senior Portfolio Manager
Industry Financial Services
Experience
US Bank, Private Client Reserve October 2010 - November 2013
Russell Investments 2005 - 2009
Russell Investments 1998 - 2005
Russell Investments 1996 - 1998
Avatar Associates 1986 - 1995
US Trust Company of New York 1983 - 1986
Skills
Equities, Securities, Portfolio Management, Quantitative Analytics, Mutual Funds, Asset Allocation, Strategy, Investments, Fixed Income, Asset Managment, Emerging Markets, Asset Management, Investment Management, Valuation, Investment Strategies, Alternative Investments, Finance
Education
London Business School
MBA
Mount Holyoke College
AB, Biology
US Bank, Private Client Reserve October 2010 - November 2013
Russell Investments 2005 - 2009
Russell Investments 1998 - 2005
Russell Investments 1996 - 1998
Avatar Associates 1986 - 1995
US Trust Company of New York 1983 - 1986
Skills
Equities, Securities, Portfolio Management, Quantitative Analytics, Mutual Funds, Asset Allocation, Strategy, Investments, Fixed Income, Asset Managment, Emerging Markets, Asset Management, Investment Management, Valuation, Investment Strategies, Alternative Investments, Finance
Education
London Business School
MBA
Mount Holyoke College
AB, Biology
Karen Martinsen, CPA's Russell Investments Experience January 2011 - January 2012
Job Accounting & Finance Professional
Industry Financial Services
Experience
Farmers New World Life Insurance Company October 2012 - Present
Two Degrees April 2012 - October 2012
Russell Investments January 2011 - January 2012
JPMorgan Chase September 2008 - April 2009
Washington Mutual July 2001 - September 2008
WatchMark November 2000 - March 2001
Deloitte & Touche September 1995 - October 2000
Skills
SEC reporting, Compliance, Process Improvement, Strategic Planning, Budgeting, Forecasting, Internal Reporting, Corporate Accounting, Project Management, Six Sigma, Internal Controls, SOX, Customer Focus, Variance Analysis, Financial Analysis, Financial Reporting, Financial Planning, Auditing, Regulatory Reporting, Business Continuity, Team Building, Attention To Detail, Articulate, Operational Excellence, Excel, Word, PowerPoint, Outlook, Cognos, Hyperion, SharePoint, Sarbanes-Oxley Act, Sarbanes-Oxley, Analysis
Education
Loyola University New Orleans
Bachelor of Business Administration, Accounting and Finance
Farmers New World Life Insurance Company October 2012 - Present
Two Degrees April 2012 - October 2012
Russell Investments January 2011 - January 2012
JPMorgan Chase September 2008 - April 2009
Washington Mutual July 2001 - September 2008
WatchMark November 2000 - March 2001
Deloitte & Touche September 1995 - October 2000
Skills
SEC reporting, Compliance, Process Improvement, Strategic Planning, Budgeting, Forecasting, Internal Reporting, Corporate Accounting, Project Management, Six Sigma, Internal Controls, SOX, Customer Focus, Variance Analysis, Financial Analysis, Financial Reporting, Financial Planning, Auditing, Regulatory Reporting, Business Continuity, Team Building, Attention To Detail, Articulate, Operational Excellence, Excel, Word, PowerPoint, Outlook, Cognos, Hyperion, SharePoint, Sarbanes-Oxley Act, Sarbanes-Oxley, Analysis
Education
Loyola University New Orleans
Bachelor of Business Administration, Accounting and Finance
Mary Fjelstad's Russell Investments Experience ConsultantBARRA1985 - 1987
Job Senior Research Analyst at Russell Investments
Industry Financial Services
Experience
Russell Investments ConsultantBARRA1985 - 1987
Gifford Fong Associates January 1984 - April 1985
Education
Northwestern University 1974 — 1978
MA, History
University of Southern California 1969 — 1973
BA, History
Pacific Lutheran University - School of Business
MBA, Finance
Russell Investments ConsultantBARRA1985 - 1987
Gifford Fong Associates January 1984 - April 1985
Education
Northwestern University 1974 — 1978
MA, History
University of Southern California 1969 — 1973
BA, History
Pacific Lutheran University - School of Business
MBA, Finance
April Winfree's Russell Investments Experience August 2013 - Present
Job Operational Risk Analyst at Russell Investments
Industry Financial Services
Experience
Russell Investments August 2013 - Present
BNY Mellon November 2012 - August 2013
Direct Energy June 2011 - June 2012
Direct Energy January 2010 - June 2011
UHY Advisors June 2007 - January 2010
Skills
Internal Controls, Auditing, Financial Analysis, Internal Audit, Risk Management, Microsoft Office, Microsoft Visio, Project Management, Staff Mentoring, Leadership Development, SharePoint, Interviewing, Event Planning, Client Service, Time Management, Able To Multi-task, Problem Solving, Organizing, Team Building, International Business, Fraud Prevention, Data Analysis, Project Planning, Policy Analysis, Adventure Travel, Effective Communication, Decision Making, Risk Assessment, Fraud, Financial Services, Interviews, Visio, Accounting, IT Audit, Financial Reporting, Energy, Analysis, Sarbanes-Oxley Act, Budgets, Leadership, Business Process..., Process Improvement, Enterprise Risk..., Operational Risk..., SOX 404
Education
Louisiana State University 2003 — 2007
B.S., Accounting, Internal Audit
Russell Investments August 2013 - Present
BNY Mellon November 2012 - August 2013
Direct Energy June 2011 - June 2012
Direct Energy January 2010 - June 2011
UHY Advisors June 2007 - January 2010
Skills
Internal Controls, Auditing, Financial Analysis, Internal Audit, Risk Management, Microsoft Office, Microsoft Visio, Project Management, Staff Mentoring, Leadership Development, SharePoint, Interviewing, Event Planning, Client Service, Time Management, Able To Multi-task, Problem Solving, Organizing, Team Building, International Business, Fraud Prevention, Data Analysis, Project Planning, Policy Analysis, Adventure Travel, Effective Communication, Decision Making, Risk Assessment, Fraud, Financial Services, Interviews, Visio, Accounting, IT Audit, Financial Reporting, Energy, Analysis, Sarbanes-Oxley Act, Budgets, Leadership, Business Process..., Process Improvement, Enterprise Risk..., Operational Risk..., SOX 404
Education
Louisiana State University 2003 — 2007
B.S., Accounting, Internal Audit
Jack Armo's Russell Investments Experience
Job Investment Technology Product Manager on Sabbatical
Industry Investment Management
Experience
Russell Investments
Skills
Performance Attribution, Fund Of Funds, Portfolio Optimization, Investment Management, Alternative Investments, Hedge Funds, Portfolio Management, Investment Strategies, Fixed Income, Equities, Bloomberg, Mutual Funds
Education
MIT 1985 — 1987
Master of Science (MS), Business Administration and Management, General
Russell Investments
Skills
Performance Attribution, Fund Of Funds, Portfolio Optimization, Investment Management, Alternative Investments, Hedge Funds, Portfolio Management, Investment Strategies, Fixed Income, Equities, Bloomberg, Mutual Funds
Education
MIT 1985 — 1987
Master of Science (MS), Business Administration and Management, General
Kimberly Howard, PMP's Russell Investments Experience December 2007 - Present
Job Production Manager at Russell Investments
Industry Publishing
Experience
Russell Investments December 2007 - Present
Washington State Department of Transportation June 2006 - December 2008
EOB Community Action Partnership July 2003 - June 2006
Elsevier September 1994 - August 2001
Skills
Content Management, Scheduling, Project Execution, Production Management, Outsourcing, Vendor Management, Project Management, Editorial Development, Grant Writing, Offshore Training, Vendor Relations, Managerial Experience
Education
Lincoln University (MO) 1989 — 1994
B.S., Journalism
Russell Investments December 2007 - Present
Washington State Department of Transportation June 2006 - December 2008
EOB Community Action Partnership July 2003 - June 2006
Elsevier September 1994 - August 2001
Skills
Content Management, Scheduling, Project Execution, Production Management, Outsourcing, Vendor Management, Project Management, Editorial Development, Grant Writing, Offshore Training, Vendor Relations, Managerial Experience
Education
Lincoln University (MO) 1989 — 1994
B.S., Journalism
Michele Dillon's Russell Investments Experience January 2014 - Present
Job Practice Management/Business Development Consultant at Russell Investments
Industry Financial Services
Experience
Russell Investments January 2014 - Present
Russell Investments March 2011 - January 2014
Janney Montgomery Scott April 2009 - March 2011
BlackRock June 1996 - March 2009
PNC Financial Services Group September 1988 - June 1996
Education
Miami University
B.S., Economics
Russell Investments January 2014 - Present
Russell Investments March 2011 - January 2014
Janney Montgomery Scott April 2009 - March 2011
BlackRock June 1996 - March 2009
PNC Financial Services Group September 1988 - June 1996
Education
Miami University
B.S., Economics
Brianne Riley's Russell Investments Experience April 2012 - Present
Job Portfolio Analyst at Russell Investments
Industry Investment Management
Experience
Russell Investments April 2012 - Present
Russell Investments January 2011 - March 2012
Spectrum Pension Consultants, Inc. July 2006 - August 2010
Skills
Pensions, Investments, Employee Benefits, Asset Management, Derivatives, Trading, Data Analysis, 401k, Public Speaking, Microsoft Excel, Futures, ERISA, Retirement, Strategic Financial...
Education
Lewis and Clark College 2002 — 2006
Bachelor of Arts (B.A.), Economics, Philosophy
Russell Investments April 2012 - Present
Russell Investments January 2011 - March 2012
Spectrum Pension Consultants, Inc. July 2006 - August 2010
Skills
Pensions, Investments, Employee Benefits, Asset Management, Derivatives, Trading, Data Analysis, 401k, Public Speaking, Microsoft Excel, Futures, ERISA, Retirement, Strategic Financial...
Education
Lewis and Clark College 2002 — 2006
Bachelor of Arts (B.A.), Economics, Philosophy
Brad Schrage, CFA's Russell Investments Experience January 2012 - Present
Job Portfolio Manager Currency Management at Russell Investments
Industry Investment Management
Experience
Russell Investments January 2012 - Present
Mesirow Financial July 2006 - January 2012
Skills
Foreign Currency, VBA, SQL, Microsoft Office, Visual C#, Portfolio Management, Modeling Portfolios, Technical Analysis, Relational Databases, Statistical Data..., Alpha Generation, FX Hedging
Education
Miami University 2002 — 2006
Bachelor of Science (BS), Finance, General
Russell Investments January 2012 - Present
Mesirow Financial July 2006 - January 2012
Skills
Foreign Currency, VBA, SQL, Microsoft Office, Visual C#, Portfolio Management, Modeling Portfolios, Technical Analysis, Relational Databases, Statistical Data..., Alpha Generation, FX Hedging
Education
Miami University 2002 — 2006
Bachelor of Science (BS), Finance, General
Li-Chieh (Jade) Chang's Russell Investments Experience January 2012 - Present
Job Senior Associate at Russell Investments
Industry Investment Management
Experience
Russell Investments January 2012 - Present
Russell Investments March 2011 - January 2012
BlackRock June 2010 - August 2010
Pension Fund Association in Taiwan July 2007 - August 2009
The Nielsen Company December 2005 - June 2007
Skills
Financial Modeling, Valuation, Asset Management, Equities, Investments, Alternative Investments, Hedge Funds, Analysis, Financial Analysis, Strategy, Finance
Education
University of Washington, Michael G. Foster School of Business 2009 — 2011
MBA, Finance & Strategy
National Taiwan University 2001 — 2005
Bachelor of Arts, Economics
Russell Investments January 2012 - Present
Russell Investments March 2011 - January 2012
BlackRock June 2010 - August 2010
Pension Fund Association in Taiwan July 2007 - August 2009
The Nielsen Company December 2005 - June 2007
Skills
Financial Modeling, Valuation, Asset Management, Equities, Investments, Alternative Investments, Hedge Funds, Analysis, Financial Analysis, Strategy, Finance
Education
University of Washington, Michael G. Foster School of Business 2009 — 2011
MBA, Finance & Strategy
National Taiwan University 2001 — 2005
Bachelor of Arts, Economics
Steve Swartley, CFA.'s Russell Investments Experience 1998 - Present
Job Head of Equity Research, US Small Cap at Russell Investments
Industry Financial Services
Experience
Russell Investments 1998 - Present
Dain Rauscher 1994 - 1998
Skills
Investment Management, Equity Research, Asset Management, Equities, Investments, Fund Of Funds, Portfolio Management, Mutual Funds, Asset Allocation, Investment Strategies, Research, Risk Management, Interviews, Consulting
Education
University of Washington 1992 — 1994
Master's degree, Economics
University of Wisconsin-Madison 1990 — 1992
Master's degree, Economics
Occidental College 1985 — 1989
Bachelor's degree, Economics
Russell Investments 1998 - Present
Dain Rauscher 1994 - 1998
Skills
Investment Management, Equity Research, Asset Management, Equities, Investments, Fund Of Funds, Portfolio Management, Mutual Funds, Asset Allocation, Investment Strategies, Research, Risk Management, Interviews, Consulting
Education
University of Washington 1992 — 1994
Master's degree, Economics
University of Wisconsin-Madison 1990 — 1992
Master's degree, Economics
Occidental College 1985 — 1989
Bachelor's degree, Economics
Hezky Varon's Russell Investments Experience August 2015 - Present
Job Quantitative Analyst
Industry Investment Management
Experience
Russell Investments August 2015 - Present
Federal Home Loan Bank of Seattle March 2013 - June 2015
University of Washington June 2009 - December 2012
Parametric June 2012 - September 2012
Google Summer of Code May 2012 - August 2012
Kinetic Systems, Inc. February 2007 - September 2008
Skills
Quantitative Finance, Matlab, R, Research, Statistics, Simulations, Quantitative Analytics, Monte Carlo Simulation, Time Series Analysis, Financial Analysis, Risk Management, Fixed Income, Data Analysis, Portfolio Management, Derivatives
Education
University of Washington 2011 — 2012
Master of Science (M.S.), Computational Finance and Risk Management
University of Washington 2009 — 2011
Master of Science (M.S.), Aerospace, Aeronautical and Astronautical Engineering
McGill University
Bachelor of Engineering (B.Eng.), Mechanical Engineering
Russell Investments August 2015 - Present
Federal Home Loan Bank of Seattle March 2013 - June 2015
University of Washington June 2009 - December 2012
Parametric June 2012 - September 2012
Google Summer of Code May 2012 - August 2012
Kinetic Systems, Inc. February 2007 - September 2008
Skills
Quantitative Finance, Matlab, R, Research, Statistics, Simulations, Quantitative Analytics, Monte Carlo Simulation, Time Series Analysis, Financial Analysis, Risk Management, Fixed Income, Data Analysis, Portfolio Management, Derivatives
Education
University of Washington 2011 — 2012
Master of Science (M.S.), Computational Finance and Risk Management
University of Washington 2009 — 2011
Master of Science (M.S.), Aerospace, Aeronautical and Astronautical Engineering
McGill University
Bachelor of Engineering (B.Eng.), Mechanical Engineering
Mark Bankay's Russell Investments Experience July 1997 - July 2000
Job Managing Director, Product Development North America at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management July 2013 - Present
Manulife Asset Management January 2011 - July 2013
Hartford Investments January 2008 - January 2011
AGF Management Limited January 2006 - January 2008
Fidelity Investments April 2001 - January 2006
Russell Investments July 1997 - July 2000
Canada Trust November 1993 - July 1997
Education
McMaster University
Manulife Asset Management July 2013 - Present
Manulife Asset Management January 2011 - July 2013
Hartford Investments January 2008 - January 2011
AGF Management Limited January 2006 - January 2008
Fidelity Investments April 2001 - January 2006
Russell Investments July 1997 - July 2000
Canada Trust November 1993 - July 1997
Education
McMaster University
Jessica Gates's Russell Investments Experience 2011 - Present
Job Staff Counsel at Russell Investments
Industry Law Practice
Experience
Russell Investments 2011 - Present
Schulte Roth & Zabel LLP 2008 - 2011
Education
New York University School of Law 2005 — 2008
J.D.
University of Puget Sound
Russell Investments 2011 - Present
Schulte Roth & Zabel LLP 2008 - 2011
Education
New York University School of Law 2005 — 2008
J.D.
University of Puget Sound
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY