Russell Investments
Industry: Company
DescriptionRussell Investments is a global asset management firm, founded in 1936. It provides multi-asset investing solutions to institutional investors, as well as to individuals via financial advisors. The company is owned by private equity firms TA Associates and Reverence Capital Partners. AUM: $277 billion as of 06/30/17 CEO: Michelle Seitz CFO: Jennifer McPeek Headquarters: Seattle, Washington, United States Parent organization: TA Associates Number of employees: 1,950
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1,452 Russell Investments employees in database. Find out everything there's to know about Russell Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Russell Investments Employees
Employee
Years
Job
Industry
Kristen Gelbach Kristen Gelbach's Russell Investments Experience March 2011 - August 2013
Job J.D. Candidate
Industry Law Practice
Experience
Russell Investments March 2011 - August 2013
US Bank November 2010 - March 2011
Pacific Lutheran University August 2009 - May 2010
U.S. Department of Commerce, Export Assistance Center February 2009 - May 2009
Pacific Lutheran University September 2006 - February 2009
Skills
Research, Program Management, Event Planning, Training, Project Planning, Leadership, Strategic Planning, Legal Research, Legal Writing, Westlaw, Policy
Education
Gonzaga University School of Law 2013 — 2016
Juris Doctor Candidate
Pacific Lutheran University 2005 — 2009
Bachelor of Arts (B.A.), Economics, cum laude
Russell Investments March 2011 - August 2013
US Bank November 2010 - March 2011
Pacific Lutheran University August 2009 - May 2010
U.S. Department of Commerce, Export Assistance Center February 2009 - May 2009
Pacific Lutheran University September 2006 - February 2009
Skills
Research, Program Management, Event Planning, Training, Project Planning, Leadership, Strategic Planning, Legal Research, Legal Writing, Westlaw, Policy
Education
Gonzaga University School of Law 2013 — 2016
Juris Doctor Candidate
Pacific Lutheran University 2005 — 2009
Bachelor of Arts (B.A.), Economics, cum laude
Casey Laufmann Casey Laufmann's Russell Investments Experience June 2014 - August 2014
Job Strategic Business & Financial Analyst⎟Investor in Ideas & People
Industry Financial Services
Experience
Pacific Lutheran University - School of Business May 2013 - May 2015
PLU Residential Life August 2012 - May 2015
Russell Investments June 2014 - August 2014
Casa Linda Records February 2012 - March 2014
Self-Employed October 2011 - December 2012
Self-Employed June 2006 - September 2009
Skills
Leadership, Public Speaking, Entrepreneurship, Event Planning, PowerPoint, Teaching, Financial Analysis, Microsoft Excel, Research, Marketing, Community Outreach, Time Management, Photoshop, Advertising, Social Networking
Education
Pacific Lutheran University - School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Graduated May 2015
Pacific Lutheran University - School of Business May 2013 - May 2015
PLU Residential Life August 2012 - May 2015
Russell Investments June 2014 - August 2014
Casa Linda Records February 2012 - March 2014
Self-Employed October 2011 - December 2012
Self-Employed June 2006 - September 2009
Skills
Leadership, Public Speaking, Entrepreneurship, Event Planning, PowerPoint, Teaching, Financial Analysis, Microsoft Excel, Research, Marketing, Community Outreach, Time Management, Photoshop, Advertising, Social Networking
Education
Pacific Lutheran University - School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Graduated May 2015
Winston Alder's Russell Investments Experience August 2013 - February 2014
Job Associate
Industry Investment Management
Experience
Filament August 2015 - Present
Parametric May 2014 - March 2015
Mary Lund-Davis Student Investment Fund January 2012 - May 2014
Russell Investments August 2013 - February 2014
The Mooring Mast May 2012 - November 2013
BNY Mellon June 2013 - August 2013
Skills
Financial Analysis, Data Analysis, Strategy, VBA, Bloomberg, Financial Modeling, Analysis, Database Administration, Advertising Research, Microsoft Excel
Education
Pacific Lutheran University 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Pacific Lutheran University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Filament August 2015 - Present
Parametric May 2014 - March 2015
Mary Lund-Davis Student Investment Fund January 2012 - May 2014
Russell Investments August 2013 - February 2014
The Mooring Mast May 2012 - November 2013
BNY Mellon June 2013 - August 2013
Skills
Financial Analysis, Data Analysis, Strategy, VBA, Bloomberg, Financial Modeling, Analysis, Database Administration, Advertising Research, Microsoft Excel
Education
Pacific Lutheran University 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Pacific Lutheran University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Igor Strupinskiy Igor Strupinskiy's Russell Investments Experience May 2014 - Present
Job Investment Operations Analyst at Russell Investments
Industry Financial Services
Experience
Russell Investments May 2014 - Present
Mary Lund-Davis Student Investment Fund February 2013 - June 2014
Russell Investments December 2013 - May 2014
Merrill Lynch January 2013 - November 2013
MediaLab February 2012 - August 2013
Pacific Lutheran University; Athletics Department September 2011 - May 2013
Pacific Lutheran University; University Communications March 2011 - May 2013
Mary Lund-Davis Student Investment Fund September 2010 - February 2013
Merrill Lynch June 2012 - January 2013
Pacific Lutheran University; The Mooring Mast February 2011 - May 2012
Skills
Research, Financial Analysis, Microsoft Excel, Social Media, Portfolio Management, Time Management, Public Relations, Journalism, Team Leadership, Data Analysis, Investments, Business Writing, Portfolio Optimization, News Writing, Press Releases, Bilingual Proficiency, Economics, Financial Modeling, VBA, Microsoft SQL Server, R
Education
Pacific Lutheran University - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Business with concentration in Finance, Summa Cum Laude
Pacific Lutheran University 2010 — 2014
Bachelor of Arts (B.A.), Economics with concentration in Global Economic Enterprise, Summa Cum Laude
Russell Investments May 2014 - Present
Mary Lund-Davis Student Investment Fund February 2013 - June 2014
Russell Investments December 2013 - May 2014
Merrill Lynch January 2013 - November 2013
MediaLab February 2012 - August 2013
Pacific Lutheran University; Athletics Department September 2011 - May 2013
Pacific Lutheran University; University Communications March 2011 - May 2013
Mary Lund-Davis Student Investment Fund September 2010 - February 2013
Merrill Lynch June 2012 - January 2013
Pacific Lutheran University; The Mooring Mast February 2011 - May 2012
Skills
Research, Financial Analysis, Microsoft Excel, Social Media, Portfolio Management, Time Management, Public Relations, Journalism, Team Leadership, Data Analysis, Investments, Business Writing, Portfolio Optimization, News Writing, Press Releases, Bilingual Proficiency, Economics, Financial Modeling, VBA, Microsoft SQL Server, R
Education
Pacific Lutheran University - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Business with concentration in Finance, Summa Cum Laude
Pacific Lutheran University 2010 — 2014
Bachelor of Arts (B.A.), Economics with concentration in Global Economic Enterprise, Summa Cum Laude
Samuel Hodge Samuel Hodge's Russell Investments Experience December 2013 - February 2014
Job Analyst at Verus Investments
Industry Financial Services
Experience
Verus Investments October 2014 - Present
Russell Investments December 2013 - February 2014
Pacific Lutheran University September 2012 - December 2013
BNY Mellon July 2013 - November 2013
Skills
Time Management, Event Planning, Research, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Customer Service, Teamwork, Leadership, Critical Thinking, Public Speaking, Data Analysis, Financial Analysis
Education
Pacific Lutheran University 2010 — 2014
Bachelor's Degree, Business-Finance
Verus Investments October 2014 - Present
Russell Investments December 2013 - February 2014
Pacific Lutheran University September 2012 - December 2013
BNY Mellon July 2013 - November 2013
Skills
Time Management, Event Planning, Research, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Customer Service, Teamwork, Leadership, Critical Thinking, Public Speaking, Data Analysis, Financial Analysis
Education
Pacific Lutheran University 2010 — 2014
Bachelor's Degree, Business-Finance
Laura Grealish's Russell Investments Experience April 2005 - April 2009
Job Master Practitioner Consultant at North Highland
Industry Management Consulting
Experience
North Highland September 2014 - Present
Orion Advisory llc February 2010 - September 2014
Russell Investments April 2005 - April 2009
Genworth Financial January 2001 - 2004
GE Capital 1995 - 2000
GNA Corporation 1985 - 1995
Skills
Talent Management, Organizational..., Change Management, Six Sigma, Strategic Planning, Business Performance..., Management Consulting, Strategy, Executive Coaching, Training, Leadership, Business Consulting, Executive Management, Leadership Development, Program Management, Succession Planning, Employee Benefits, Process Improvement, Human Resources, Business Process..., Mergers & Acquisitions, Organizational..., Vendor Management, Performance Management, Employee Engagement, Organizational Design, Cross-functional Team..., Onboarding, Management, Business Analysis, Talent Acquisition, Business Transformation, Risk Management
Education
Pacific Lutheran University 1995 — 1999
MBA, Business, Organizational Behavior
The University of Montana - School of Business Administration 1979 — 1984
BA, Business Administration
North Highland September 2014 - Present
Orion Advisory llc February 2010 - September 2014
Russell Investments April 2005 - April 2009
Genworth Financial January 2001 - 2004
GE Capital 1995 - 2000
GNA Corporation 1985 - 1995
Skills
Talent Management, Organizational..., Change Management, Six Sigma, Strategic Planning, Business Performance..., Management Consulting, Strategy, Executive Coaching, Training, Leadership, Business Consulting, Executive Management, Leadership Development, Program Management, Succession Planning, Employee Benefits, Process Improvement, Human Resources, Business Process..., Mergers & Acquisitions, Organizational..., Vendor Management, Performance Management, Employee Engagement, Organizational Design, Cross-functional Team..., Onboarding, Management, Business Analysis, Talent Acquisition, Business Transformation, Risk Management
Education
Pacific Lutheran University 1995 — 1999
MBA, Business, Organizational Behavior
The University of Montana - School of Business Administration 1979 — 1984
BA, Business Administration
Gwen Ha Gwen Ha's Russell Investments Experience 2007 - 2009
Job
Industry Real Estate
Experience
Blanton Turner 2011 - Present
Lorig Management Services 2009 - 2011
Russell Investments 2007 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Pacific Lutheran University 2004 — 2007
Bachelor's degree, Accounting and Finance
Blanton Turner 2011 - Present
Lorig Management Services 2009 - 2011
Russell Investments 2007 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Pacific Lutheran University 2004 — 2007
Bachelor's degree, Accounting and Finance
Yvette Whittenberger Yvette Whittenberger's Russell Investments Experience December 2010 - May 2012
Job Business Systems Analyst at Alliance Enterprises, Inc.
Industry Information Technology and Services
Experience
Alliance Enterprises, Inc. October 2013 - Present
Logic20/20, Inc. June 2013 - September 2013
Russell Investments December 2010 - May 2012
Russell Investments 2006 - 2010
Russell Investments 1996 - 2006
US Department of Health and Human Services 1995 - 1996
Agency for International Development (USAID) 1994 - 1995
Arms Control and Disarmament Agency (ACDA) 1990 - 1994
Skills
Team Leadership, Business Analysis, Event Management, Project Implementation, Project Coordination, Team Oriented, Process Improvement, Vendor Management, Enterprise Collaboration, Global Operations, Data Analysis, Data Management, Client Service, Data Governance, UAT coordination, Financial Services, Budgets, Requirements Gathering, Contract Negotiation, Project Management, Investments, Spend Management, Business Process, Change Management, Leadership, Management, Software Documentation, Analytics, Access, Data Warehousing, Business Strategy, Databases, Training, Business Intelligence, SQL, Operations Management, SDLC, Governance, Analysis, Visio
Education
Pacific Union College
French/International Studies
Institut Francais
French Language and Literature
Alliance Enterprises, Inc. October 2013 - Present
Logic20/20, Inc. June 2013 - September 2013
Russell Investments December 2010 - May 2012
Russell Investments 2006 - 2010
Russell Investments 1996 - 2006
US Department of Health and Human Services 1995 - 1996
Agency for International Development (USAID) 1994 - 1995
Arms Control and Disarmament Agency (ACDA) 1990 - 1994
Skills
Team Leadership, Business Analysis, Event Management, Project Implementation, Project Coordination, Team Oriented, Process Improvement, Vendor Management, Enterprise Collaboration, Global Operations, Data Analysis, Data Management, Client Service, Data Governance, UAT coordination, Financial Services, Budgets, Requirements Gathering, Contract Negotiation, Project Management, Investments, Spend Management, Business Process, Change Management, Leadership, Management, Software Documentation, Analytics, Access, Data Warehousing, Business Strategy, Databases, Training, Business Intelligence, SQL, Operations Management, SDLC, Governance, Analysis, Visio
Education
Pacific Union College
French/International Studies
Institut Francais
French Language and Literature
Philip Saucier, CFA's Russell Investments Experience March 2014 - Present
Job Associate Portfolio Manager at Russell Investments
Industry Financial Services
Experience
Russell Investments March 2014 - Present
Russell Investments March 2013 - March 2014
Russell Investments April 2011 - March 2013
Russell Investments December 2009 - April 2011
Russell Investments June 2008 - December 2009
Pacific Lutheran University 2006 - 2009
Skills
Equities, Bloomberg, Downside Protection, Overlays, Microsoft Excel, Leadership, Cross Functional..., Futures, Options Strategies, FX Derivatives, Variance Swaps, CDX, Microsoft SQL Server, Microsoft Office 2007, Total Return Swaps, ETFs, PowerPoint, Access, Asset Allocation, Portfolio Management, Pension Funds, Financial Analysis, Fixed Income, Financial Modeling, Investments, Fantasy Football, Asset Managment, Asset Management
Education
Pacific Lutheran University 2006 — 2009
Bachelors of Business Administration, Finance
Russell Investments March 2014 - Present
Russell Investments March 2013 - March 2014
Russell Investments April 2011 - March 2013
Russell Investments December 2009 - April 2011
Russell Investments June 2008 - December 2009
Pacific Lutheran University 2006 - 2009
Skills
Equities, Bloomberg, Downside Protection, Overlays, Microsoft Excel, Leadership, Cross Functional..., Futures, Options Strategies, FX Derivatives, Variance Swaps, CDX, Microsoft SQL Server, Microsoft Office 2007, Total Return Swaps, ETFs, PowerPoint, Access, Asset Allocation, Portfolio Management, Pension Funds, Financial Analysis, Fixed Income, Financial Modeling, Investments, Fantasy Football, Asset Managment, Asset Management
Education
Pacific Lutheran University 2006 — 2009
Bachelors of Business Administration, Finance
Alexander Loveless's Russell Investments Experience June 2015 - Present
Job Compliance Intern at Russell Investments
Industry Financial Services
Experience
Russell Investments June 2015 - Present
YMCA August 2014 - Present
Pacific Lutheran University June 2014 - May 2015
World Financial Group (WFG) April 2014 - March 2015
Skills
Customer Service, Teamwork, Microsoft Excel, Microsoft Office, Public Speaking, Microsoft Word, Highly Reliable, Creative Problem Solving, Strong Work Ethic, Microsoft Powerpoint, Research, Social Media, English, PowerPoint, Financial Analysis, Training, Recruiting, Finance, Facebook, Time Management, Sales, Risk Management, Compliance Management
Education
Pacific Lutheran University 2013 — 2015
Bachelor’s Degree, Business Administration, Finance Concentration, 3.81/4.00
Pierce College 2011 — 2013
Business Administration and Management, General, 3.69
Russell Investments June 2015 - Present
YMCA August 2014 - Present
Pacific Lutheran University June 2014 - May 2015
World Financial Group (WFG) April 2014 - March 2015
Skills
Customer Service, Teamwork, Microsoft Excel, Microsoft Office, Public Speaking, Microsoft Word, Highly Reliable, Creative Problem Solving, Strong Work Ethic, Microsoft Powerpoint, Research, Social Media, English, PowerPoint, Financial Analysis, Training, Recruiting, Finance, Facebook, Time Management, Sales, Risk Management, Compliance Management
Education
Pacific Lutheran University 2013 — 2015
Bachelor’s Degree, Business Administration, Finance Concentration, 3.81/4.00
Pierce College 2011 — 2013
Business Administration and Management, General, 3.69
Rachel Danforth, CPA Rachel Danforth, CPA's Russell Investments Experience June 2007 - December 2007
Job Audit Manager at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
KPMG Audit July 2011 - June 2014
KPMG November 2009 - June 2011
Pacific Lutheran University 2005 - 2009
Theo Chocolate June 2008 - August 2008
Russell Investments June 2007 - December 2007
Skills
Accounting, External Audit, US GAAP, GAAP, Financial Reporting, Internal Controls, Audit, Financial Analysis
Education
Pacific Lutheran University - School of Business 2005 — 2009
BBA, Accounting and Finance
KPMG US July 2014 - Present
KPMG Audit July 2011 - June 2014
KPMG November 2009 - June 2011
Pacific Lutheran University 2005 - 2009
Theo Chocolate June 2008 - August 2008
Russell Investments June 2007 - December 2007
Skills
Accounting, External Audit, US GAAP, GAAP, Financial Reporting, Internal Controls, Audit, Financial Analysis
Education
Pacific Lutheran University - School of Business 2005 — 2009
BBA, Accounting and Finance
Miguel Hidalgo Miguel Hidalgo's Russell Investments Experience January 2013 - April 2013
Job Associate Trader
Industry Investment Management
Experience
Seattle Based Wealth Management Firm April 2013 - Present
Russell Investments January 2013 - April 2013
Russell Investments June 2012 - January 2013
Russell Investments June 2011 - June 2012
Russell Investments June 2009 - June 2011
Russell Investments July 2008 - December 2008
Skills
Equity Derivatives, Economics, Bloomberg, Derivatives, Econometrics, Equity Trading, Trading, Portfolio Management, Options, Credit Derivatives, ISDA, Interest Rate Swaps, Moxy, Axys, Swaps, Mathematical Economics, FX, Best Execution, Settlement, Hedge Funds, Alternative Investments, Visual Basic, Equities
Education
Pacific Lutheran University
Bachelor of Arts (B.A.), Mathematical Economics
Seattle Based Wealth Management Firm April 2013 - Present
Russell Investments January 2013 - April 2013
Russell Investments June 2012 - January 2013
Russell Investments June 2011 - June 2012
Russell Investments June 2009 - June 2011
Russell Investments July 2008 - December 2008
Skills
Equity Derivatives, Economics, Bloomberg, Derivatives, Econometrics, Equity Trading, Trading, Portfolio Management, Options, Credit Derivatives, ISDA, Interest Rate Swaps, Moxy, Axys, Swaps, Mathematical Economics, FX, Best Execution, Settlement, Hedge Funds, Alternative Investments, Visual Basic, Equities
Education
Pacific Lutheran University
Bachelor of Arts (B.A.), Mathematical Economics
Amy Betts Amy Betts's Russell Investments Experience April 2009 - January 2011
Job Business Analysis at Columbia Banking System, Inc
Industry Financial Services
Experience
Columbia Banking System, Inc December 2011 - Present
Global Index Group, LLC February 2011 - December 2011
Russell Investments April 2009 - January 2011
Russell Investments January 2008 - January 2011
Russell Investments January 2000 - April 2009
Skills
Matrix Reporting, Business Intelligence, Product Profitability, Contract Negotiations, FP&A, Process Improvement, Contract Negotiation, Financial Analysis, Financial Modeling, Program Management, Financial Goals, Accounting, Analysis, Internal Controls, Profitable, Executive Management, Strategy, Global Investment..., Finance, Start-ups, Management, Business Planning, Strategic Financial..., Financial Planning, Asset Management, Profits, Business Analysis
Education
Pacific Lutheran University - School of Business
BBA, Finance
Columbia Banking System, Inc December 2011 - Present
Global Index Group, LLC February 2011 - December 2011
Russell Investments April 2009 - January 2011
Russell Investments January 2008 - January 2011
Russell Investments January 2000 - April 2009
Skills
Matrix Reporting, Business Intelligence, Product Profitability, Contract Negotiations, FP&A, Process Improvement, Contract Negotiation, Financial Analysis, Financial Modeling, Program Management, Financial Goals, Accounting, Analysis, Internal Controls, Profitable, Executive Management, Strategy, Global Investment..., Finance, Start-ups, Management, Business Planning, Strategic Financial..., Financial Planning, Asset Management, Profits, Business Analysis
Education
Pacific Lutheran University - School of Business
BBA, Finance
Simba Change Simba Change's Russell Investments Experience May 2015 - Present
Job Investment Operations Analyst, Derivatives at Russell Investments
Industry Financial Services
Experience
Russell Investments May 2015 - Present
Russell Investments June 2014 - May 2015
Mary Lund Davis Investment Fund August 2013 - May 2015
Pacific Lutheran University September 2013 - May 2014
Tacoma Community College June 2013 - September 2013
Tacoma Community College Student Government August 2012 - June 2013
Tacoma Community College (International Department) April 2011 - June 2012
Skills
Financial Analysis, Financial Modeling, Teamwork, Microsoft Office, Team Leadership, Budgets, Leadership, Microsoft Excel, Analysis, Banking, Finance, Investments, Fundraising, Data Analysis, Management, PowerPoint, Public Speaking
Education
Pacific Lutheran University 2013 — 2015
Bachelor’s Degree, Finance, Summa Cum Laude
Tacoma Community College 2011 — 2013
AA Business, Business Administration and Management, General
St George's College Harare 2004 — 2009
Russell Investments May 2015 - Present
Russell Investments June 2014 - May 2015
Mary Lund Davis Investment Fund August 2013 - May 2015
Pacific Lutheran University September 2013 - May 2014
Tacoma Community College June 2013 - September 2013
Tacoma Community College Student Government August 2012 - June 2013
Tacoma Community College (International Department) April 2011 - June 2012
Skills
Financial Analysis, Financial Modeling, Teamwork, Microsoft Office, Team Leadership, Budgets, Leadership, Microsoft Excel, Analysis, Banking, Finance, Investments, Fundraising, Data Analysis, Management, PowerPoint, Public Speaking
Education
Pacific Lutheran University 2013 — 2015
Bachelor’s Degree, Finance, Summa Cum Laude
Tacoma Community College 2011 — 2013
AA Business, Business Administration and Management, General
St George's College Harare 2004 — 2009
Scott Novotny Scott Novotny's Russell Investments Experience January 2011 - Present
Job Manager, HR Technology & Operations at Russell Investments
Industry Human Resources
Experience
Russell Investments January 2011 - Present
Russell Investments October 2002 - December 2010
Skills
Human Resources, SDLC, Vendor Management, Business Analysis, SharePoint, PeopleSoft, Business Process..., Business Process, Business Intelligence, Requirements Gathering, Integration, HRIS, Requirements Analysis, IT Strategy, Program Management, Enterprise Architecture, Change Management, Project Management, Workday
Education
Pacific Lutheran University 1993 — 1997
BS, Computer Science
Russell Investments January 2011 - Present
Russell Investments October 2002 - December 2010
Skills
Human Resources, SDLC, Vendor Management, Business Analysis, SharePoint, PeopleSoft, Business Process..., Business Process, Business Intelligence, Requirements Gathering, Integration, HRIS, Requirements Analysis, IT Strategy, Program Management, Enterprise Architecture, Change Management, Project Management, Workday
Education
Pacific Lutheran University 1993 — 1997
BS, Computer Science
Brooke Agather Brooke Agather's Russell Investments Experience June 2013 - August 2013
Job Senior Industry Relations Consultant at Zillow Group
Industry Marketing and Advertising
Experience
Zillow Group July 2015 - Present
Zillow Group June 2014 - Present
Edelman March 2014 - June 2014
Russell Investments June 2013 - August 2013
Java II July 2012 - June 2013
Learfield Sports April 2011 - June 2013
Russell Investments June 2010 - January 2012
Jump N' Bean March 2008 - December 2010
Old School Frozen Custard June 2007 - December 2007
Skills
Event Planning, Facebook, Social Media, Social Networking, Event Management, Public Speaking, PowerPoint, Social Media Marketing, Microsoft Office, Marketing, Microsoft Excel, Fundraising, Customer Service, Microsoft Word, Public Relations, Research, Marketing Communications, Leadership, Market Research, Advertising, Data Analysis, Improvisational Comedy, Sponsorship, Sports Marketing, Time Management, Teamwork, Spanish, Outlook, Sales, Editing, Team Leadership
Education
Oregon State University 2010 — 2013
Bachelor of Science (B.S.), Business Marketing, Business Administration, & International Business
Wirtschaftsuniversität Wien 2013 — 2013
International Business, International Business
San Diego State University-California State University 2009 — 2010
Auburn Riverside High School 2005 — 2009
Zillow Group July 2015 - Present
Zillow Group June 2014 - Present
Edelman March 2014 - June 2014
Russell Investments June 2013 - August 2013
Java II July 2012 - June 2013
Learfield Sports April 2011 - June 2013
Russell Investments June 2010 - January 2012
Jump N' Bean March 2008 - December 2010
Old School Frozen Custard June 2007 - December 2007
Skills
Event Planning, Facebook, Social Media, Social Networking, Event Management, Public Speaking, PowerPoint, Social Media Marketing, Microsoft Office, Marketing, Microsoft Excel, Fundraising, Customer Service, Microsoft Word, Public Relations, Research, Marketing Communications, Leadership, Market Research, Advertising, Data Analysis, Improvisational Comedy, Sponsorship, Sports Marketing, Time Management, Teamwork, Spanish, Outlook, Sales, Editing, Team Leadership
Education
Oregon State University 2010 — 2013
Bachelor of Science (B.S.), Business Marketing, Business Administration, & International Business
Wirtschaftsuniversität Wien 2013 — 2013
International Business, International Business
San Diego State University-California State University 2009 — 2010
Auburn Riverside High School 2005 — 2009
Jeff Ganung Jeff Ganung's Russell Investments Experience 2009 - 2012
Job Finance and Operations Leader
Industry Investment Management
Experience
Russell Investments 2009 - 2012
Pantheon Ventures 2006 - 2008
Russell Investments 2001 - 2004
Russell Investments 1997 - 2000
Russell Investments 1994 - 1997
Skills
Hedge Funds, Investments, Fund Of Funds, Alternative Investments, Private Equity, Venture Capital, Due Diligence, Financial Modeling, Financial Analysis, Valuation, Asset Management, CPA, Strategy, Mergers & Acquisitions, Asset Managment, Financial Services, Mutual Funds, Fund Administration, Financial Reporting, Risk Management, Securities, Finance, Investment Banking, Series 7, Management, Fund Accounting
Education
Pacific Lutheran University
BBA, Business, Economics
Pacific Lutheran University - School of Business
Bachelor of Business Administration (BBA), Accounting
Russell Investments 2009 - 2012
Pantheon Ventures 2006 - 2008
Russell Investments 2001 - 2004
Russell Investments 1997 - 2000
Russell Investments 1994 - 1997
Skills
Hedge Funds, Investments, Fund Of Funds, Alternative Investments, Private Equity, Venture Capital, Due Diligence, Financial Modeling, Financial Analysis, Valuation, Asset Management, CPA, Strategy, Mergers & Acquisitions, Asset Managment, Financial Services, Mutual Funds, Fund Administration, Financial Reporting, Risk Management, Securities, Finance, Investment Banking, Series 7, Management, Fund Accounting
Education
Pacific Lutheran University
BBA, Business, Economics
Pacific Lutheran University - School of Business
Bachelor of Business Administration (BBA), Accounting
Andrew Stolz Andrew Stolz's Russell Investments Experience March 2009 - May 2009
Job Associate Wealth Manager at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon July 2013 - Present
Stolz & Associates, PS June 2011 - August 2013
Edward Jones September 2009 - June 2010
Russell Investments March 2009 - May 2009
American Seafoods May 2008 - July 2008
Green River Community College June 2007 - August 2007
Education
Passed Level II of the CFA Program 2015 — 2015
June
Pacific Lutheran University - School of Business 2012 — 2013
Master of Science in Finance (MSF), Finance, General
Pacific Lutheran University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance
BNY Mellon July 2013 - Present
Stolz & Associates, PS June 2011 - August 2013
Edward Jones September 2009 - June 2010
Russell Investments March 2009 - May 2009
American Seafoods May 2008 - July 2008
Green River Community College June 2007 - August 2007
Education
Passed Level II of the CFA Program 2015 — 2015
June
Pacific Lutheran University - School of Business 2012 — 2013
Master of Science in Finance (MSF), Finance, General
Pacific Lutheran University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Alexis Briggs Alexis Briggs's Russell Investments Experience June 2011 - December 2012
Job Investment Operations Associate
Industry Investment Management
Experience
Envestnet, Inc July 2015 - Present
Envestnet, Inc January 2015 - July 2015
Parametric Portfolio Associates November 2013 - November 2014
BlackRock September 2013 - November 2013
DeKalb & Associates January 2013 - September 2013
Russell Investments June 2011 - December 2012
Mooring Mast University Newspaper July 2011 - June 2012
PLU Academic Internship Office September 2010 - June 2012
PLU Speech and Debate October 2009 - June 2012
PLU Academic Assistance Center July 2011 - October 2011
Skills
Data Analysis, Microsoft SQL Server, Process Improvement, Microsoft Excel, Risk Analytics, Leadership, Time Management, VBA, Visual Basic, Analysis, Advent, Investments, APL, Research, Public Speaking, Economics, Editing, SharePoint, Budgets, Data Entry, Microsoft Office, Accounting, Critical Thinking, Customer Service, Finance
Education
Pacific Lutheran University 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Pacific Lutheran University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Envestnet, Inc July 2015 - Present
Envestnet, Inc January 2015 - July 2015
Parametric Portfolio Associates November 2013 - November 2014
BlackRock September 2013 - November 2013
DeKalb & Associates January 2013 - September 2013
Russell Investments June 2011 - December 2012
Mooring Mast University Newspaper July 2011 - June 2012
PLU Academic Internship Office September 2010 - June 2012
PLU Speech and Debate October 2009 - June 2012
PLU Academic Assistance Center July 2011 - October 2011
Skills
Data Analysis, Microsoft SQL Server, Process Improvement, Microsoft Excel, Risk Analytics, Leadership, Time Management, VBA, Visual Basic, Analysis, Advent, Investments, APL, Research, Public Speaking, Economics, Editing, SharePoint, Budgets, Data Entry, Microsoft Office, Accounting, Critical Thinking, Customer Service, Finance
Education
Pacific Lutheran University 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Pacific Lutheran University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Ryan Herzog Ryan Herzog's Russell Investments Experience January 2003 - June 2003
Job Associate Professor of Economics at Gonzaga University / Economic Consulting
Industry Higher Education
Experience
Gonzaga University July 2009 - Present
Russell Investments January 2003 - June 2003
Harbor Bank May 2001 - September 2002
Skills
Stata, LaTex, Eviews, Macroeconomics, International Finance, Monetary Policy, Forecasting, Economics, Time Series Analysis, Financial Markets, Econometrics, Statistics, Data Analysis, Quantitative Analytics, Microeconomics, University Teaching, Teaching, Economic Research
Education
University of Oregon 2003 — 2008
PhD, Economics
Pacific Lutheran University 1999 — 2003
BA, Economics
Gig Harbor High School 1995 — 1999
Gonzaga University July 2009 - Present
Russell Investments January 2003 - June 2003
Harbor Bank May 2001 - September 2002
Skills
Stata, LaTex, Eviews, Macroeconomics, International Finance, Monetary Policy, Forecasting, Economics, Time Series Analysis, Financial Markets, Econometrics, Statistics, Data Analysis, Quantitative Analytics, Microeconomics, University Teaching, Teaching, Economic Research
Education
University of Oregon 2003 — 2008
PhD, Economics
Pacific Lutheran University 1999 — 2003
BA, Economics
Gig Harbor High School 1995 — 1999
Christopher Peirce, CFA, CPA Christopher Peirce, CFA, CPA's Russell Investments Experience June 2004 - Present
Job Portfolio Transition Manager at Russell Investments
Industry Investment Management
Experience
Russell Investments June 2004 - Present
McGladrey & Pullen September 1997 - May 2004
Skills
Asset Management, Hedge Funds, Accounting, Internal Controls, Asset Managment, Financial Analysis, Financial Modeling, Investments, Auditing, Portfolio Management, Equities, Bloomberg, Financial Reporting
Education
CFA Institute 2005 — 2008
CFA, Charter Financial Analyst
Washington State Board of Accountancy 1998 — 1999
CPA, Certified Public Accountant
Pacific Lutheran University 1993 — 1997
B.B.A., Accounting and Finance
Russell Investments June 2004 - Present
McGladrey & Pullen September 1997 - May 2004
Skills
Asset Management, Hedge Funds, Accounting, Internal Controls, Asset Managment, Financial Analysis, Financial Modeling, Investments, Auditing, Portfolio Management, Equities, Bloomberg, Financial Reporting
Education
CFA Institute 2005 — 2008
CFA, Charter Financial Analyst
Washington State Board of Accountancy 1998 — 1999
CPA, Certified Public Accountant
Pacific Lutheran University 1993 — 1997
B.B.A., Accounting and Finance
Brendan Morley Brendan Morley's Russell Investments Experience September 2012 - Present
Job Business Analyst at Russell Investments
Industry Financial Services
Experience
Russell Investments September 2012 - Present
Skills
Project Management, Technical Project..., Analysis, Bloomberg, Access, Microsoft Excel, Economics, Data Analysis, Visio, SQL, PowerPoint, Equities, Fixed Income, Trading, Investments, Mutual Funds, Banking, Accounting, Financial Risk, Outlook, Visual Basic, Microsoft Word, FINRA
Education
Pacific Lutheran University 2005 — 2008
BA, Mathematical Economics
Bellarmine Preparatory School 2001 — 2005
Russell Investments September 2012 - Present
Skills
Project Management, Technical Project..., Analysis, Bloomberg, Access, Microsoft Excel, Economics, Data Analysis, Visio, SQL, PowerPoint, Equities, Fixed Income, Trading, Investments, Mutual Funds, Banking, Accounting, Financial Risk, Outlook, Visual Basic, Microsoft Word, FINRA
Education
Pacific Lutheran University 2005 — 2008
BA, Mathematical Economics
Bellarmine Preparatory School 2001 — 2005
David Pedack, CFA David Pedack, CFA's Russell Investments Experience October 2012 - Present
Job Portfolio Manager at Russell Investments
Industry Financial Services
Experience
Russell Investments October 2012 - Present
Russell Investments June 2007 - October 2012
Russell Investments September 2006 - May 2007
Seattle Specialty Insurance Services 2000 - 2006
Skills
Bloomberg, Portfolio Management, Asset Allocation, Asset Managment, Equities, Investments, VBA, Trading, Fixed Income, Equity Derivatives, Microsoft Excel, Derivatives
Education
Pacific Lutheran University 2003 — 2007
BS
Russell Investments October 2012 - Present
Russell Investments June 2007 - October 2012
Russell Investments September 2006 - May 2007
Seattle Specialty Insurance Services 2000 - 2006
Skills
Bloomberg, Portfolio Management, Asset Allocation, Asset Managment, Equities, Investments, VBA, Trading, Fixed Income, Equity Derivatives, Microsoft Excel, Derivatives
Education
Pacific Lutheran University 2003 — 2007
BS
Trevor Jacka Trevor Jacka's Russell Investments Experience May 2008 - May 2009
Job Senior Financial Analyst at Federal Deposit Insurance Corporation
Industry Financial Services
Experience
Federal Deposit Insurance Corporation September 2014 - Present
RiskSpan May 2014 - August 2014
The Oakleaf Group September 2011 - May 2014
Federal Deposit Insurance Corporation May 2009 - August 2011
Russell Investments May 2008 - May 2009
Skills
Financial Modeling, Valuation, Asset Managment, Risk Management, Business Intelligence, Market Research, Portfolio Management, Management Consulting, Data Analysis, Financial Reporting, Bloomberg, Process Improvement, Access, Business Process..., Statistics, Internal Controls, Analytics, Capital Markets, Financial Analysis, Credit, Credit Analysis, Financial Risk, Analysis
Education
Pacific Lutheran University - School of Business 2003 — 2008
BA, Economics and Finance
Pacific Lutheran University 2003 — 2007
Bachelor's Degree, Finance/Economics
Federal Deposit Insurance Corporation September 2014 - Present
RiskSpan May 2014 - August 2014
The Oakleaf Group September 2011 - May 2014
Federal Deposit Insurance Corporation May 2009 - August 2011
Russell Investments May 2008 - May 2009
Skills
Financial Modeling, Valuation, Asset Managment, Risk Management, Business Intelligence, Market Research, Portfolio Management, Management Consulting, Data Analysis, Financial Reporting, Bloomberg, Process Improvement, Access, Business Process..., Statistics, Internal Controls, Analytics, Capital Markets, Financial Analysis, Credit, Credit Analysis, Financial Risk, Analysis
Education
Pacific Lutheran University - School of Business 2003 — 2008
BA, Economics and Finance
Pacific Lutheran University 2003 — 2007
Bachelor's Degree, Finance/Economics
Ashley Smith Ashley Smith's Russell Investments Experience November 2005 - January 2008
Job Lead Analytics Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2008 - Present
Russell Investments November 2005 - January 2008
Skills
Microsoft Excel, SharePoint, Data Analysis, SQL, Analytics, QMF for Windows, Bloomberg, FactSet, Lotus Notes, Microsoft Word, Outlook, Dreamweaver, Analytical Skills, Procedure Development, User Acceptance Testing, FTP, Workbench, Change Management
Education
Pacific Lutheran University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Communication, General
BNY Mellon January 2008 - Present
Russell Investments November 2005 - January 2008
Skills
Microsoft Excel, SharePoint, Data Analysis, SQL, Analytics, QMF for Windows, Bloomberg, FactSet, Lotus Notes, Microsoft Word, Outlook, Dreamweaver, Analytical Skills, Procedure Development, User Acceptance Testing, FTP, Workbench, Change Management
Education
Pacific Lutheran University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Communication, General
Jamie Axford Jamie Axford's Russell Investments Experience October 2004 - March 2007
Job Director, DCIO Consultant Relations at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2012 - Present
Pioneer Investments July 2010 - April 2012
MassMutual Retirement Services March 2007 - August 2009
Russell Investments October 2004 - March 2007
MFS Investment Management September 1989 - October 2004
Education
Penn State University
Bachelor of Arts (B.A.)
Putnam Investments June 2012 - Present
Pioneer Investments July 2010 - April 2012
MassMutual Retirement Services March 2007 - August 2009
Russell Investments October 2004 - March 2007
MFS Investment Management September 1989 - October 2004
Education
Penn State University
Bachelor of Arts (B.A.)
Chad Balcom Chad Balcom's Russell Investments Experience January 2012 - Present
Job Regional Director Oregon at Russell Investments
Industry Investment Management
Experience
Russell Investments January 2012 - Present
Russell Investments November 2004 - January 2012
Russell Investments November 2007 - April 2008
Russell Investments August 2007 - November 2007
Russell Investments March 2006 - August 2007
Russell Investments November 2004 - April 2006
Russell Investments January 2006 - March 2006
The Commerce Bank of Washington June 1997 - October 2004
Financial Network Investment Corporation, Member SIPC January 2003 - July 2003
West Coast Bank October 1992 - August 1995
Education
Pacific Lutheran University 1995 — 1997
Business, Finance & New Venture Management
Russell Investments January 2012 - Present
Russell Investments November 2004 - January 2012
Russell Investments November 2007 - April 2008
Russell Investments August 2007 - November 2007
Russell Investments March 2006 - August 2007
Russell Investments November 2004 - April 2006
Russell Investments January 2006 - March 2006
The Commerce Bank of Washington June 1997 - October 2004
Financial Network Investment Corporation, Member SIPC January 2003 - July 2003
West Coast Bank October 1992 - August 1995
Education
Pacific Lutheran University 1995 — 1997
Business, Finance & New Venture Management
Jaye Lindeman Jaye Lindeman's Russell Investments Experience July 2003 - April 2009
Job Owner at JayeBooks
Industry Financial Services
Experience
JayeBooks June 2011 - Present
Ryan, Jorgenson & Limoli, P.S. February 2010 - Present
Habor Place Marina January 2010 - April 2011
Russell Investments July 2003 - April 2009
Boeing November 1983 - July 2003
Skills
Accounting, Financial Accounting, Accounts Payable, Forecasting, Accounts Receivable, Cross-functional Team..., Financial Analysis, Budgets, Payroll, QuickBooks, Finance, Investments, Process Improvement, Microsoft Excel, Business Process...
Education
Pacific Lutheran University - School of Business 2009 — 2010
Bachelor, Accounting
Pacific Lutheran University - School of Business 1979 — 1983
Bachelor, Finance
JayeBooks June 2011 - Present
Ryan, Jorgenson & Limoli, P.S. February 2010 - Present
Habor Place Marina January 2010 - April 2011
Russell Investments July 2003 - April 2009
Boeing November 1983 - July 2003
Skills
Accounting, Financial Accounting, Accounts Payable, Forecasting, Accounts Receivable, Cross-functional Team..., Financial Analysis, Budgets, Payroll, QuickBooks, Finance, Investments, Process Improvement, Microsoft Excel, Business Process...
Education
Pacific Lutheran University - School of Business 2009 — 2010
Bachelor, Accounting
Pacific Lutheran University - School of Business 1979 — 1983
Bachelor, Finance
Fredrik Gjerstad, CFA Fredrik Gjerstad, CFA's Russell Investments Experience January 1992 - November 2000
Job Former Global Head of Investment/Market Risk and Interim Chief Risk Officer (CRO)
Industry Investment Management
Experience
State Street Global Advisors August 2008 - March 2015
State Street Global Advisors September 2012 - March 2013
Putnam Investments November 2000 - August 2008
Russell Investments January 1992 - November 2000
Skills
Fixed Income, Risk Management, Portfolio Optimization, Financial Risk, Enterprise Risk..., Hedge Funds, Derivatives, Portfolio Management, Equities, Bloomberg, Market Risk, Capital Markets, Investments, Asset Management, Alternative Investments, Mutual Funds, Investment Management
Education
Pacific Lutheran University 1988 — 1995
MBA, Business/Finance
Drottningborg 1984 — 1988
State Street Global Advisors August 2008 - March 2015
State Street Global Advisors September 2012 - March 2013
Putnam Investments November 2000 - August 2008
Russell Investments January 1992 - November 2000
Skills
Fixed Income, Risk Management, Portfolio Optimization, Financial Risk, Enterprise Risk..., Hedge Funds, Derivatives, Portfolio Management, Equities, Bloomberg, Market Risk, Capital Markets, Investments, Asset Management, Alternative Investments, Mutual Funds, Investment Management
Education
Pacific Lutheran University 1988 — 1995
MBA, Business/Finance
Drottningborg 1984 — 1988
Semmelle Abraham Semmelle Abraham's Russell Investments Experience May 2002 - February 2008
Job Product Manager at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies May 2008 - Present
Russell Investments May 2002 - February 2008
Starbucks July 2001 - May 2002
Miss Washington Scholarship Organization July 2000 - July 2001
Skills
Software Project..., Software Implementation, Product Development, Software Training, Client Service, SQL Server, Microsoft Office, Quality Assurance, Production Management, Technical Writing, Writing, Word, Excel, Windows, Outlook, PowerPoint, MS Project, Customer Relations, Customer Service, Product Management, Documentation, English, Software Quality..., Hands-on Training, Software Documentation, Microsoft SQL Server, Microsoft Excel, Microsoft Word, Financial Services, SQL, Visio, SDLC, Alternative Investments, CRM, Project Management, Hedge Funds, Business Analysis, Investments
Education
University of Washington 2005 — 2008
MBA, Business
Pacific Lutheran University 1999 — 2004
BA, English - Writing
Woodrow Wilson High School 1995 — 1999
High School Diploma
SS&C Technologies May 2008 - Present
Russell Investments May 2002 - February 2008
Starbucks July 2001 - May 2002
Miss Washington Scholarship Organization July 2000 - July 2001
Skills
Software Project..., Software Implementation, Product Development, Software Training, Client Service, SQL Server, Microsoft Office, Quality Assurance, Production Management, Technical Writing, Writing, Word, Excel, Windows, Outlook, PowerPoint, MS Project, Customer Relations, Customer Service, Product Management, Documentation, English, Software Quality..., Hands-on Training, Software Documentation, Microsoft SQL Server, Microsoft Excel, Microsoft Word, Financial Services, SQL, Visio, SDLC, Alternative Investments, CRM, Project Management, Hedge Funds, Business Analysis, Investments
Education
University of Washington 2005 — 2008
MBA, Business
Pacific Lutheran University 1999 — 2004
BA, English - Writing
Woodrow Wilson High School 1995 — 1999
High School Diploma
Kalani Scarborough Codenys Kalani Scarborough Codenys's Russell Investments Experience January 2008 - August 2011
Job Senior Business Analyst at TrueBlue Inc.
Industry Information Technology and Services
Experience
TrueBlue Inc. July 2015 - Present
PMC & Associates, LLC January 2008 - Present
True Blue, Inc. March 2014 - January 2015
Washington State Department of Revenue November 2013 - March 2014
True Blue, Inc. September 2011 - May 2013
Russell Investments January 2008 - August 2011
Russell Mellon Analytical Services March 1997 - April 2004
Russell Investments March 1990 - March 1997
Skills
Business Analysis, Business Process, SharePoint, Requirements Analysis, Requirements Gathering, Requirements Management, Requirement..., Functional..., Functional Requirements, User Acceptance Testing, Training Documentation, Analysis, Business Requirements, Testing, Vendor Management, SDLC, Management, Business Process..., Process Improvement
Education
Pacific Lutheran University 1978 — 1982
Political Science
TrueBlue Inc. July 2015 - Present
PMC & Associates, LLC January 2008 - Present
True Blue, Inc. March 2014 - January 2015
Washington State Department of Revenue November 2013 - March 2014
True Blue, Inc. September 2011 - May 2013
Russell Investments January 2008 - August 2011
Russell Mellon Analytical Services March 1997 - April 2004
Russell Investments March 1990 - March 1997
Skills
Business Analysis, Business Process, SharePoint, Requirements Analysis, Requirements Gathering, Requirements Management, Requirement..., Functional..., Functional Requirements, User Acceptance Testing, Training Documentation, Analysis, Business Requirements, Testing, Vendor Management, SDLC, Management, Business Process..., Process Improvement
Education
Pacific Lutheran University 1978 — 1982
Political Science
Andrew N. Whitney Andrew N. Whitney's Russell Investments Experience May 2013 - Present
Job Investment Compliance Analyst at Russell Investments
Industry Financial Services
Experience
Russell Investments May 2013 - Present
Russell Investments 2012 - 2013
BNY Mellon May 2011 - May 2012
Skills
Financial Analysis, Access, Contract Management, Global Sourcing, Sourcing, Microsoft Excel, SharePoint, Series 7
Education
Pacific Lutheran University - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Russell Investments May 2013 - Present
Russell Investments 2012 - 2013
BNY Mellon May 2011 - May 2012
Skills
Financial Analysis, Access, Contract Management, Global Sourcing, Sourcing, Microsoft Excel, SharePoint, Series 7
Education
Pacific Lutheran University - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Patti Woodland's Russell Investments Experience August 2006 - March 2009
Job Accounting Manager at Sound Credit Union
Industry Banking
Experience
Sound Credit Union October 2011 - Present
Great Northwest Federal Credit Union September 2009 - October 2011
Russell Investments August 2006 - March 2009
Russell Investments July 1998 - August 2006
The Boeing Company June 1996 - July 1998
Skills
Project Management, Variance Analysis, Asset Managment, Account Reconciliation, Investments, Financial Reporting, Risk Management, Mutual Funds, Portfolio Management, Accounting, Finance, Financial Analysis
Education
Pacific Lutheran University 1994 — 1996
Bachelor, Business Administration; Accounting and Finance Concentrations
Sound Credit Union October 2011 - Present
Great Northwest Federal Credit Union September 2009 - October 2011
Russell Investments August 2006 - March 2009
Russell Investments July 1998 - August 2006
The Boeing Company June 1996 - July 1998
Skills
Project Management, Variance Analysis, Asset Managment, Account Reconciliation, Investments, Financial Reporting, Risk Management, Mutual Funds, Portfolio Management, Accounting, Finance, Financial Analysis
Education
Pacific Lutheran University 1994 — 1996
Bachelor, Business Administration; Accounting and Finance Concentrations
Bert Del Vecio Bert Del Vecio's Russell Investments Experience Wealth ManagerMorgan Stanley Smith BarneyJanuary 2001 - June 2010
Job Trader at Russell Investments
Industry Financial Services
Experience
Russell Investments Wealth ManagerMorgan Stanley Smith BarneyJanuary 2001 - June 2010
Education
Pepperdine University 1997 — 2000
Finance
Russell Investments Wealth ManagerMorgan Stanley Smith BarneyJanuary 2001 - June 2010
Education
Pepperdine University 1997 — 2000
Finance
Jacob Greene Jacob Greene's Russell Investments Experience May 2010 - June 2011
Job Regional Representative at Parametric
Industry Financial Services
Experience
Parametric June 2011 - Present
Sol Music August 2011 - October 2014
Potholes In My Blog July 2011 - October 2013
Russell Investments May 2010 - June 2011
Seattle Seahawks May 2009 - November 2009
USA Football June 2008 - June 2009
Skills
Event Management, Microsoft Office, Public Relations, Strategic Planning, Financial Services, Social Media Best..., Content Management, Music Journalism, Interviews, Client Service, Digital Music Marketing, Artist Management, Relationship Management, Analysis, Social Media, Client Services, Talent Management, Sales, Event Planning
Education
Pacific Lutheran University - School of Business 2007 — 2011
Bachelors, Business Administration; Finance
Parametric June 2011 - Present
Sol Music August 2011 - October 2014
Potholes In My Blog July 2011 - October 2013
Russell Investments May 2010 - June 2011
Seattle Seahawks May 2009 - November 2009
USA Football June 2008 - June 2009
Skills
Event Management, Microsoft Office, Public Relations, Strategic Planning, Financial Services, Social Media Best..., Content Management, Music Journalism, Interviews, Client Service, Digital Music Marketing, Artist Management, Relationship Management, Analysis, Social Media, Client Services, Talent Management, Sales, Event Planning
Education
Pacific Lutheran University - School of Business 2007 — 2011
Bachelors, Business Administration; Finance
Dalton Ritchey Dalton Ritchey's Russell Investments Experience August 2015 - Present
Job Investment Practice Analyst at Russell Investments
Industry Financial Services
Experience
Russell Investments August 2015 - Present
Russell Investments April 2015 - Present
Pacific Lutheran University August 2012 - November 2014
College Pro January 2014 - August 2014
Skills
Team Leadership, People Skills, Microsoft Office, Work Ethic, Project Management, Customer Service, Strategic Planning, Marketing, PowerPoint, Retail, Sales Management, Time Management
Education
Pacific Lutheran University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Onalaska High School 2007 — 2011
3.93
Russell Investments August 2015 - Present
Russell Investments April 2015 - Present
Pacific Lutheran University August 2012 - November 2014
College Pro January 2014 - August 2014
Skills
Team Leadership, People Skills, Microsoft Office, Work Ethic, Project Management, Customer Service, Strategic Planning, Marketing, PowerPoint, Retail, Sales Management, Time Management
Education
Pacific Lutheran University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Onalaska High School 2007 — 2011
3.93
Katie Hargadon Katie Hargadon's Russell Investments Experience September 2013 - January 2015
Job Brand Specialist at Amazon
Industry Financial Services
Experience
Amazon September 2015 - Present
Porch January 2015 - September 2015
Russell Investments September 2013 - January 2015
Nordstrom May 2010 - June 2013
Pacific Lutheran University August 2010 - February 2012
Skills
Public Relations, Team Leadership, Customer Service, Public Speaking, Microsoft Office, Social Media, Retail Sales, Sales Management, Visual Merchandising, Merchandising, Time Management, Sales, Fundraising, PowerPoint, Leadership, Microsoft Word, Microsoft Excel, Social Networking, Research
Education
Pacific Lutheran University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Pacific Lutheran University 2009 — 2013
Bachelor of Arts (B.A.), Public Relations and Advertising
Presentation High School 2005 — 2009
Amazon September 2015 - Present
Porch January 2015 - September 2015
Russell Investments September 2013 - January 2015
Nordstrom May 2010 - June 2013
Pacific Lutheran University August 2010 - February 2012
Skills
Public Relations, Team Leadership, Customer Service, Public Speaking, Microsoft Office, Social Media, Retail Sales, Sales Management, Visual Merchandising, Merchandising, Time Management, Sales, Fundraising, PowerPoint, Leadership, Microsoft Word, Microsoft Excel, Social Networking, Research
Education
Pacific Lutheran University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Pacific Lutheran University 2009 — 2013
Bachelor of Arts (B.A.), Public Relations and Advertising
Presentation High School 2005 — 2009
Jill McEntee's Russell Investments Experience July 2007 - Present
Job National Account Executive at Russell Investments
Industry Financial Services
Experience
Russell Investments July 2007 - Present
Russell Investments August 2005 - July 2007
Russell Investments August 2002 - July 2006
Russell Investments June 1992 - June 2002
Russell Investments March 1990 - June 1992
Russell Investments April 1988 - March 1990
Skills
Financial Services, Relationship Management, Consulting
Education
Pacific Lutheran University - School of Business
Bachelor's Degree, Finance
University of Washington
Pre-Medicine/Pre-Medical Studies
Russell Investments July 2007 - Present
Russell Investments August 2005 - July 2007
Russell Investments August 2002 - July 2006
Russell Investments June 1992 - June 2002
Russell Investments March 1990 - June 1992
Russell Investments April 1988 - March 1990
Skills
Financial Services, Relationship Management, Consulting
Education
Pacific Lutheran University - School of Business
Bachelor's Degree, Finance
University of Washington
Pre-Medicine/Pre-Medical Studies
Bryce Clarke's Russell Investments Experience January 1985 - Present
Job Regional Director at Russell Investments
Industry Investment Management
Experience
Russell Investments January 1985 - Present
Skills
Asset Allocation, Alternative Investments, Asset Management, Equities, Investment Strategies, Portfolio Management, Hedge Funds
Education
Pacific Lutheran University 1982 — 1986
Bachelor's Degree
Pacific Lutheran University - School of Business 1982 — 1986
Bachelor's Degree, Finance
Russell Investments January 1985 - Present
Skills
Asset Allocation, Alternative Investments, Asset Management, Equities, Investment Strategies, Portfolio Management, Hedge Funds
Education
Pacific Lutheran University 1982 — 1986
Bachelor's Degree
Pacific Lutheran University - School of Business 1982 — 1986
Bachelor's Degree, Finance
Chris Clark, CPA's Russell Investments Experience October 2007 - December 2007
Job Controller at McGuire Bearing Company
Industry Accounting
Experience
McGuire Bearing Company April 2015 - Present
Perkins & Co January 2013 - April 2015
Talbot, Korvola & Warwick LLP November 2009 - December 2012
McGladrey January 2008 - November 2009
Russell Investments October 2007 - December 2007
Skills
GAAP, Financial Reporting, GASB, 401k, ESOP, Internal Controls, Auditing, Reviews, Compilation Of..., Caseware, Microsoft Office, Accounting, Assurance, Audits of Employee..., OMB Circular A-133, Financial Statements, US GAAP, General Ledger, CPA, Microsoft Excel, Tax, Financial Analysis
Education
Pacific Lutheran University - School of Business 2004 — 2007
Business Administration - Concentration in Accounting, Accounting
McGuire Bearing Company April 2015 - Present
Perkins & Co January 2013 - April 2015
Talbot, Korvola & Warwick LLP November 2009 - December 2012
McGladrey January 2008 - November 2009
Russell Investments October 2007 - December 2007
Skills
GAAP, Financial Reporting, GASB, 401k, ESOP, Internal Controls, Auditing, Reviews, Compilation Of..., Caseware, Microsoft Office, Accounting, Assurance, Audits of Employee..., OMB Circular A-133, Financial Statements, US GAAP, General Ledger, CPA, Microsoft Excel, Tax, Financial Analysis
Education
Pacific Lutheran University - School of Business 2004 — 2007
Business Administration - Concentration in Accounting, Accounting
Raji Kaur's Russell Investments Experience February 2010 - May 2010
Job Senior Analytics Analyst
Industry Financial Services
Experience
BNY Mellon August 2014 - Present
Pacific Lutheran University September 2013 - June 2014
Capital One ShareBuilder, Inc. September 2011 - September 2013
Pacific Lutheran University 2007 - 2011
Russell Investments February 2010 - May 2010
Skills
Quantitative, Microsoft Office, Bloomberg, Research, Compliance, Equities, Investments, Asset Management, Sales, Salesforce.com, Series 7, SQL, PowerPoint, Project Management, Data Analysis, Microsoft Excel, Risk Management, Portfolio Management, Financial Modeling
Education
Pacific Lutheran University 2007 — 2011
B.S.; B.A.
BNY Mellon August 2014 - Present
Pacific Lutheran University September 2013 - June 2014
Capital One ShareBuilder, Inc. September 2011 - September 2013
Pacific Lutheran University 2007 - 2011
Russell Investments February 2010 - May 2010
Skills
Quantitative, Microsoft Office, Bloomberg, Research, Compliance, Equities, Investments, Asset Management, Sales, Salesforce.com, Series 7, SQL, PowerPoint, Project Management, Data Analysis, Microsoft Excel, Risk Management, Portfolio Management, Financial Modeling
Education
Pacific Lutheran University 2007 — 2011
B.S.; B.A.
Andrew Howeiler Andrew Howeiler's Russell Investments Experience September 2006 - Present
Job Operational Due Diligence Analyst at Russell Investments
Industry Investment Management
Experience
Russell Investments September 2006 - Present
Financial Industry Regulatory Authority (FINRA) August 2000 - September 2006
Education
Pacific Lutheran University 1998 — 2000
MBA, Business Administration and Management, General
University of Arizona 1991 — 1995
Bachelor of Science in Business Administration, Finance
Russell Investments September 2006 - Present
Financial Industry Regulatory Authority (FINRA) August 2000 - September 2006
Education
Pacific Lutheran University 1998 — 2000
MBA, Business Administration and Management, General
University of Arizona 1991 — 1995
Bachelor of Science in Business Administration, Finance
Koren Metcalf Koren Metcalf's Russell Investments Experience January 2014 - Present
Job Administration Manager, US Russell
Industry Investment Management
Experience
Russell Investments January 2014 - Present
Russell Investments March 2006 - January 2014
Skills
Alternative Investments, Asset Management, Investment Management, Management, Investment Strategies, Microsoft Office, Process Improvement, Asset Allocation, Financial Services, Risk Management
Education
Pacific Lutheran University 2000 — 2002
Russell Investments January 2014 - Present
Russell Investments March 2006 - January 2014
Skills
Alternative Investments, Asset Management, Investment Management, Management, Investment Strategies, Microsoft Office, Process Improvement, Asset Allocation, Financial Services, Risk Management
Education
Pacific Lutheran University 2000 — 2002
Erica Dare Erica Dare's Russell Investments Experience September 2011 - September 2012
Job Business Development Associate at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management September 2012 - Present
Russell Investments September 2011 - September 2012
Javelin Investment Management August 2009 - September 2011
The Hartford 2007 - 2009
PNC Financial Services Group September 2006 - August 2007
Skills
Series 7, Series 6, Series 63, ETFs, Annuities, Mutual Funds, 401k, Bloomberg, CMFC
Education
Penn State University 2002 — 2006
B.S., Finance
Aberdeen Asset Management September 2012 - Present
Russell Investments September 2011 - September 2012
Javelin Investment Management August 2009 - September 2011
The Hartford 2007 - 2009
PNC Financial Services Group September 2006 - August 2007
Skills
Series 7, Series 6, Series 63, ETFs, Annuities, Mutual Funds, 401k, Bloomberg, CMFC
Education
Penn State University 2002 — 2006
B.S., Finance
Benjamin Kaestner Benjamin Kaestner's Russell Investments Experience March 2014 - Present
Job Financial Analyst at Russell Investments
Industry Higher Education
Experience
Russell Investments March 2014 - Present
Pacific Lutheran University May 2013 - May 2014
Pacific Lutheran University March 2013 - March 2014
Pacific Lutheran University December 2012 - January 2014
Northwestern Mutual Financial Network November 2012 - March 2013
Costco Wholesale June 2011 - November 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Management, Customer Satisfaction, Strategic Financial..., Teamwork, Public Speaking, Time Management, Analysis, Leadership, Access, Microsoft Office, Social Networking, Data Analysis, Customer Service
Education
Pacific Lutheran University 2010 — 2014
Bachelors, Business Administration; Finance
plu 2010 — 2014
Bachelor's, Business Finance
Glacier Peak High School 2008 — 2010
High School Diploma
Russell Investments March 2014 - Present
Pacific Lutheran University May 2013 - May 2014
Pacific Lutheran University March 2013 - March 2014
Pacific Lutheran University December 2012 - January 2014
Northwestern Mutual Financial Network November 2012 - March 2013
Costco Wholesale June 2011 - November 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Management, Customer Satisfaction, Strategic Financial..., Teamwork, Public Speaking, Time Management, Analysis, Leadership, Access, Microsoft Office, Social Networking, Data Analysis, Customer Service
Education
Pacific Lutheran University 2010 — 2014
Bachelors, Business Administration; Finance
plu 2010 — 2014
Bachelor's, Business Finance
Glacier Peak High School 2008 — 2010
High School Diploma
Amanda Warren Amanda Warren's Russell Investments Experience June 2004 - September 2005
Job Director of Marketing at Merrill Gardens
Industry Marketing and Advertising
Experience
Merrill Gardens February 2012 - Present
A Place for Mom December 2010 - February 2012
Era Living March 2008 - December 2010
Merrill Gardens June 2007 - February 2008
Merrill Gardens September 2005 - May 2007
Russell Investments June 2004 - September 2005
Skills
Copywriting, Marketing Strategy, Public Relations, Marketing, Editing, Advertising, Strategy, Leadership, SEO, Training, Sales, Event Planning, Budgets, Project Management, Lead Generation
Education
Pacific Lutheran University - School of Business 1999 — 2004
Business/Marketing, Economics
Merrill Gardens February 2012 - Present
A Place for Mom December 2010 - February 2012
Era Living March 2008 - December 2010
Merrill Gardens June 2007 - February 2008
Merrill Gardens September 2005 - May 2007
Russell Investments June 2004 - September 2005
Skills
Copywriting, Marketing Strategy, Public Relations, Marketing, Editing, Advertising, Strategy, Leadership, SEO, Training, Sales, Event Planning, Budgets, Project Management, Lead Generation
Education
Pacific Lutheran University - School of Business 1999 — 2004
Business/Marketing, Economics
Robert Strachan, CFA Robert Strachan, CFA's Russell Investments Experience 1994 - 2000
Job Senior Manager, Institutional Investments at First State Investments
Industry Investment Management
Experience
First State Investments September 2013 - Present
Deutsche Asset Management March 2007 - October 2012
Fidelity Investments 2003 - 2006
STW Fixed Income 2000 - 2003
Russell Investments 1994 - 2000
Education
Pacific Lutheran University 1989 — 1991
MBA, Business Administration
Washington State University 1982 — 1987
BA, Business, Economics
First State Investments September 2013 - Present
Deutsche Asset Management March 2007 - October 2012
Fidelity Investments 2003 - 2006
STW Fixed Income 2000 - 2003
Russell Investments 1994 - 2000
Education
Pacific Lutheran University 1989 — 1991
MBA, Business Administration
Washington State University 1982 — 1987
BA, Business, Economics
Rachel Chong's Russell Investments Experience March 2009 - May 2011
Job Investment Grade Credit Research at Income Research + Management
Industry Investment Management
Experience
Income Research + Management September 2015 - Present
Hartford Investment Management June 2014 - August 2015
Hartford Investment Management April 2013 - June 2014
T. Rowe Price June 2011 - April 2013
Russell Investments March 2009 - May 2011
Pacific Lutheran University January 2009 - May 2011
Skills
Fixed Income, Portfolio Management, Equities, Bloomberg, Risk Management, Investments, Access, Microsoft Excel, Asset Allocation, Mutual Funds, Securities, Econometrics, Financial Modeling, Asset Management, Economics, Investment Management, Statistics, Financial Services, Financial Analysis, Research, Leadership, Investment Strategies
Education
Pacific Lutheran University 2007 — 2011
B.S., B.A., Financial Mathematics, Mathematical Economics, Minor: Statistics
Mountain View High School
Income Research + Management September 2015 - Present
Hartford Investment Management June 2014 - August 2015
Hartford Investment Management April 2013 - June 2014
T. Rowe Price June 2011 - April 2013
Russell Investments March 2009 - May 2011
Pacific Lutheran University January 2009 - May 2011
Skills
Fixed Income, Portfolio Management, Equities, Bloomberg, Risk Management, Investments, Access, Microsoft Excel, Asset Allocation, Mutual Funds, Securities, Econometrics, Financial Modeling, Asset Management, Economics, Investment Management, Statistics, Financial Services, Financial Analysis, Research, Leadership, Investment Strategies
Education
Pacific Lutheran University 2007 — 2011
B.S., B.A., Financial Mathematics, Mathematical Economics, Minor: Statistics
Mountain View High School
Greg Christenson Greg Christenson's Russell Investments Experience November 2007 - Present
Job Manager at Russell Investments
Industry Financial Services
Experience
Russell Investments November 2007 - Present
Russell Investments April 2006 - November 2007
Russell Investments October 2003 - April 2006
Russell Investments September 1999 - October 2003
Skills
Investment Management, Mutual Funds, Investments, Asset Managment, Portfolio Management, Vendor Management, Financial Services, Management, Finance, Analysis, Asset Management, Business Analysis, Leadership, Asset Allocation, Equities, Project Management, Trading
Education
Pacific Lutheran University 1996 — 1998
MBA, Business Administration
Washington State University 1984 — 1989
BA, Accounting, Finance
Russell Investments November 2007 - Present
Russell Investments April 2006 - November 2007
Russell Investments October 2003 - April 2006
Russell Investments September 1999 - October 2003
Skills
Investment Management, Mutual Funds, Investments, Asset Managment, Portfolio Management, Vendor Management, Financial Services, Management, Finance, Analysis, Asset Management, Business Analysis, Leadership, Asset Allocation, Equities, Project Management, Trading
Education
Pacific Lutheran University 1996 — 1998
MBA, Business Administration
Washington State University 1984 — 1989
BA, Accounting, Finance
Sudheer Kalvakunta's Russell Investments Experience February 2007 - September 2012
Job Team Lead | CSM | ITIL Professional
Industry Financial Services
Experience
Capital One February 2013 - Present
JPMorgan Chase September 2012 - November 2012
Russell Investments February 2007 - September 2012
Vedicsoft Solutions Inc. 2005 - 2007
Tech Mahindra January 2004 - January 2005
Skills
Data Warehousing, Informatica, ETL, Microsoft SQL Server, Software Quality..., Business Intelligence, User Acceptance Testing, SQL, Requirements Gathering, SDLC, PL/SQL, T-SQL, Test Management, Agile Methodologies, Agile Project Management, Quality Assurance, Unix Shell Scripting, Requirements Analysis, Software Project..., Business Process, Testing, Agile Testing, Business Objects, Business Analysis, Test Automation, .NET, Scrum, Kanban, Test Planning, Web Applications
Education
Osmania University
Master of Computer Applications (M.C.A.), Computer Applications
Osmania University
Bachelor's degree in Geosciences, Geological and Earth Sciences/Geosciences
Capital One February 2013 - Present
JPMorgan Chase September 2012 - November 2012
Russell Investments February 2007 - September 2012
Vedicsoft Solutions Inc. 2005 - 2007
Tech Mahindra January 2004 - January 2005
Skills
Data Warehousing, Informatica, ETL, Microsoft SQL Server, Software Quality..., Business Intelligence, User Acceptance Testing, SQL, Requirements Gathering, SDLC, PL/SQL, T-SQL, Test Management, Agile Methodologies, Agile Project Management, Quality Assurance, Unix Shell Scripting, Requirements Analysis, Software Project..., Business Process, Testing, Agile Testing, Business Objects, Business Analysis, Test Automation, .NET, Scrum, Kanban, Test Planning, Web Applications
Education
Osmania University
Master of Computer Applications (M.C.A.), Computer Applications
Osmania University
Bachelor's degree in Geosciences, Geological and Earth Sciences/Geosciences
Lisa Beernink's Russell Investments Experience July 2015 - Present
Job Senior Project Manager
Industry Information Technology and Services
Experience
Russell Investments July 2015 - Present
PMC & Associates July 2015 - Present
Nordstrom August 2013 - July 2015
CGI December 2005 - August 2013
Nordstrom March 2012 - October 2012
Russell Investments December 2005 - August 2011
Pacific Lutheran University - School of Business 2004 - 2008
Codesic Consulting December 2005 - May 2007
Boeing Commercial Airplanes June 1996 - January 2005
Skills
SDLC, Agile Methodologies, IT Strategy, Mentoring, Resource Management, Process Improvement, Business Requirements, Vendor Management, Business Analysis, PMP, Project Management, Software Project..., Program Management, Scrum, Agile Project Management, Business Process..., ITIL, Management, Requirements Gathering, Project Portfolio..., PMO, Requirements Analysis
Education
ScrumAlliance
Certified ScrumMaster
Pacific Lutheran University - School of Business 1998 — 2000
Master of Business Administration (MBA), Technology and Innovation Management
Pacific Lutheran University 1993 — 1997
Bachelor of Business Administration (BBA), Accounting & Finance
Project Management Institute
Russell Investments July 2015 - Present
PMC & Associates July 2015 - Present
Nordstrom August 2013 - July 2015
CGI December 2005 - August 2013
Nordstrom March 2012 - October 2012
Russell Investments December 2005 - August 2011
Pacific Lutheran University - School of Business 2004 - 2008
Codesic Consulting December 2005 - May 2007
Boeing Commercial Airplanes June 1996 - January 2005
Skills
SDLC, Agile Methodologies, IT Strategy, Mentoring, Resource Management, Process Improvement, Business Requirements, Vendor Management, Business Analysis, PMP, Project Management, Software Project..., Program Management, Scrum, Agile Project Management, Business Process..., ITIL, Management, Requirements Gathering, Project Portfolio..., PMO, Requirements Analysis
Education
ScrumAlliance
Certified ScrumMaster
Pacific Lutheran University - School of Business 1998 — 2000
Master of Business Administration (MBA), Technology and Innovation Management
Pacific Lutheran University 1993 — 1997
Bachelor of Business Administration (BBA), Accounting & Finance
Project Management Institute
Matt Randolph's Russell Investments Experience July 2004 - Present
Job Associate Director, Portfolio Contracting at Russell Investments
Industry Investment Management
Experience
Russell Investments July 2004 - Present
BNY Mellon March 2003 - July 2004
Merrill Lynch 1999 - 2002
Skills
Hedge Funds, Equities, Alternative Investments, Risk Management, Investment Management, Program Management, Soft Dollars, Prime Brokerage, Contract Negotiation, Fixed Income, Investment Strategies, Mutual Funds, Leadership, Asset Managment, Investments, Compliance, Project Oversight, Finance, Commissioning Management, Management, Financial Operations, Foreign Exchange, ISDA, Futures, Databases, Supplier Negotiation, Vendor Management, Executive Reporting, Strategic Thinking, Strategic Planning, Business Strategy, Trading, Conflict Resolution, Commission Recapture, Options, Money Managers, Committees, Custodians, Trust Funds, Endowment Funds, Separately Managed..., UCITS, Fund Of Funds, Strategy, Bitcoin
Education
Pacific Lutheran University - School of Business 1999 — 2002
Bachelor of Business Administration (BBA), Finance
Russell Investments July 2004 - Present
BNY Mellon March 2003 - July 2004
Merrill Lynch 1999 - 2002
Skills
Hedge Funds, Equities, Alternative Investments, Risk Management, Investment Management, Program Management, Soft Dollars, Prime Brokerage, Contract Negotiation, Fixed Income, Investment Strategies, Mutual Funds, Leadership, Asset Managment, Investments, Compliance, Project Oversight, Finance, Commissioning Management, Management, Financial Operations, Foreign Exchange, ISDA, Futures, Databases, Supplier Negotiation, Vendor Management, Executive Reporting, Strategic Thinking, Strategic Planning, Business Strategy, Trading, Conflict Resolution, Commission Recapture, Options, Money Managers, Committees, Custodians, Trust Funds, Endowment Funds, Separately Managed..., UCITS, Fund Of Funds, Strategy, Bitcoin
Education
Pacific Lutheran University - School of Business 1999 — 2002
Bachelor of Business Administration (BBA), Finance
Kari Leppell's Russell Investments Experience June 2015 - Present
Job Sr. Talent Acquisition Partner
Industry Financial Services
Experience
Russell Investments June 2015 - Present
Pierce County Budget & Finance October 2014 - June 2015
Thrivent Financial for Lutherans May 2002 - April 2014
Pacific Lutheran University June 1994 - June 2002
Skills
Recruiting, Event Planning, Leadership, College Recruiting
Education
Pacific Lutheran University 1988 — 1992
Bachelor of Arts (BA), Communication, General
Puyallup High School 1986 — 1988
Russell Investments June 2015 - Present
Pierce County Budget & Finance October 2014 - June 2015
Thrivent Financial for Lutherans May 2002 - April 2014
Pacific Lutheran University June 1994 - June 2002
Skills
Recruiting, Event Planning, Leadership, College Recruiting
Education
Pacific Lutheran University 1988 — 1992
Bachelor of Arts (BA), Communication, General
Puyallup High School 1986 — 1988
Lizette Sanner's Russell Investments Experience 2004 - 2009
Job creative, multifaceted, and results driven marketing professional
Industry Marketing and Advertising
Experience
Moss Adams LLP December 2014 - Present
Seattle Public Schools December 2010 - November 2014
Russell Investments 2004 - 2009
Information Builders 1990 - 2001
Skills
Strategic Partnerships, Strategic Planning, Event Planning, Integrated Marketing, Marketing Strategy, Marketing, Content Management, Event Management, Cross-functional Team..., Project Management, Sales, Management
Education
Pace University
Bachelor of Arts, Marketing major/Communications minor
Moss Adams LLP December 2014 - Present
Seattle Public Schools December 2010 - November 2014
Russell Investments 2004 - 2009
Information Builders 1990 - 2001
Skills
Strategic Partnerships, Strategic Planning, Event Planning, Integrated Marketing, Marketing Strategy, Marketing, Content Management, Event Management, Cross-functional Team..., Project Management, Sales, Management
Education
Pace University
Bachelor of Arts, Marketing major/Communications minor
Jim Simonson's Russell Investments Experience June 2011 - April 2014
Job Senior Portfolio Manager at Russell Investments
Industry Capital Markets
Experience
Russell Investments June 2011 - April 2014
Nomura Securities October 2009 - June 2011
BB&T July 2008 - September 2009
Indymac Bank September 2002 - July 2008
Washington Mutual January 2002 - September 2002
PricewaterhouseCoopers September 1999 - December 2001
Moss Adams LLP August 1997 - September 1999
Skills
Portfolio Management, Hedging, Fixed Income, Treasury, Capital Markets, Trading, Swaps, Asset Managment, Bloomberg, Financial Risk, Financial Modeling, Bonds, Credit Risk, Derivatives, Equities, Rates, Valuation, Middle Office, Structured Finance, Market Risk, Asset Management, Options, Hedge Funds, Interest Rate..., Interest Rates
Education
CFA
Pacific Lutheran University - School of Business
Russell Investments June 2011 - April 2014
Nomura Securities October 2009 - June 2011
BB&T July 2008 - September 2009
Indymac Bank September 2002 - July 2008
Washington Mutual January 2002 - September 2002
PricewaterhouseCoopers September 1999 - December 2001
Moss Adams LLP August 1997 - September 1999
Skills
Portfolio Management, Hedging, Fixed Income, Treasury, Capital Markets, Trading, Swaps, Asset Managment, Bloomberg, Financial Risk, Financial Modeling, Bonds, Credit Risk, Derivatives, Equities, Rates, Valuation, Middle Office, Structured Finance, Market Risk, Asset Management, Options, Hedge Funds, Interest Rate..., Interest Rates
Education
CFA
Pacific Lutheran University - School of Business
Alana Skorniakoff's Russell Investments Experience September 2006 - June 2008
Job Investment Associate at Boston University
Industry Investment Management
Experience
Boston University May 2015 - Present
Boston University September 2013 - May 2015
RPX Corporation July 2012 - August 2013
Cascade Investment, LLC June 2008 - July 2012
Russell Investments September 2006 - June 2008
Skills
Equities, Financial Modeling, Asset Allocation, Investments, Business Strategy, Analysis, Bloomberg, SQL, Market Research, Due Diligence, Finance, Portfolio Management, Hedge Funds, Investment Management, Private Equity, Financial Analysis, Alternative Investments
Education
Pacific Lutheran University
Bachelor of Business Administration (BBA), Finance
Boston University May 2015 - Present
Boston University September 2013 - May 2015
RPX Corporation July 2012 - August 2013
Cascade Investment, LLC June 2008 - July 2012
Russell Investments September 2006 - June 2008
Skills
Equities, Financial Modeling, Asset Allocation, Investments, Business Strategy, Analysis, Bloomberg, SQL, Market Research, Due Diligence, Finance, Portfolio Management, Hedge Funds, Investment Management, Private Equity, Financial Analysis, Alternative Investments
Education
Pacific Lutheran University
Bachelor of Business Administration (BBA), Finance
Nick Zylkowski, CFA's Russell Investments Experience February 2013 - Present
Job Portfolio Manager at Russell Investments
Industry Investment Management
Experience
Russell Investments February 2013 - Present
Russell Investments July 2010 - February 2013
Russell Investments October 2007 - July 2010
Russell Investments December 2006 - October 2007
Russell Investment Group November 2005 - December 2006
Education
Pacific Lutheran University 2004 — 2006
BA, Economics
Russell Investments February 2013 - Present
Russell Investments July 2010 - February 2013
Russell Investments October 2007 - July 2010
Russell Investments December 2006 - October 2007
Russell Investment Group November 2005 - December 2006
Education
Pacific Lutheran University 2004 — 2006
BA, Economics
Marcin Bednarczyk's Russell Investments Experience April 2008 - Present
Job Currency Portfolio Manager at Russell Investments
Industry Financial Services
Experience
Russell Investments April 2008 - Present
Russell Investments April 2006 - April 2008
Russell Investments April 2004 - April 2006
Western Washington University 2001 - 2003
Skills
Computer Science, Currency, FX, Portfolio Management, Hedging, Bloomberg, Trading, Excel, SQL, VBA, Access, C++, Programming, Process Improvement
Education
Pacific Lutheran University - School of Business 2004 — 2007
MBA, 2007
Western Washington University 1999 — 2004
B.S. Computer Science, Mathematics Minor, Computer Science
Russell Investments April 2008 - Present
Russell Investments April 2006 - April 2008
Russell Investments April 2004 - April 2006
Western Washington University 2001 - 2003
Skills
Computer Science, Currency, FX, Portfolio Management, Hedging, Bloomberg, Trading, Excel, SQL, VBA, Access, C++, Programming, Process Improvement
Education
Pacific Lutheran University - School of Business 2004 — 2007
MBA, 2007
Western Washington University 1999 — 2004
B.S. Computer Science, Mathematics Minor, Computer Science
Mike Ruff, CFA's Russell Investments Experience August 2011 - Present
Job Director: Portfolio Manager MultiAsset Solutions at Russell Investments
Industry Investment Management
Experience
Russell Investments August 2011 - Present
Russell Investments March 1996 - August 2011
Pierce County Medical 1992 - 1996
The Segal Company 1989 - 1992
Skills
Multi Asset Portfolio..., Dynamic Asset Allocation, Fixed Income Analysis, Fixed Income Portfolio..., Business Process..., Asset Allocation, Portfolio Optimization, Portfolio Management, Negotiation, New Business Development, Asset Managment, Investment Management, Asset Management, Derivatives, Investments, Bonds, Fixed Income, Risk Management, ETFs, Alternative Investments, Financial Risk, Strategy, Investment Strategies, Hedge Funds, Economics, Bloomberg, Mutual Funds, Equities, Equity Research, Fund Of Funds, Institutional..., Quantitative Analytics, Quantitative Finance, Emerging Markets, Trading, Wealth Management, Investment Advisory, Management, Financial Modeling, Analysis, Series 7, Capital Markets, Financial Services, Securities, Financial Analysis, Leadership, Valuation, Equity Derivatives, Private Equity, Finance
Education
University of Washington
Non-Profit/Public/Organizational Management
Pacific Lutheran University - School of Business
MBA
University of Illinois at Chicago 1987 — 1989
BS, Mathematics
Russell Investments August 2011 - Present
Russell Investments March 1996 - August 2011
Pierce County Medical 1992 - 1996
The Segal Company 1989 - 1992
Skills
Multi Asset Portfolio..., Dynamic Asset Allocation, Fixed Income Analysis, Fixed Income Portfolio..., Business Process..., Asset Allocation, Portfolio Optimization, Portfolio Management, Negotiation, New Business Development, Asset Managment, Investment Management, Asset Management, Derivatives, Investments, Bonds, Fixed Income, Risk Management, ETFs, Alternative Investments, Financial Risk, Strategy, Investment Strategies, Hedge Funds, Economics, Bloomberg, Mutual Funds, Equities, Equity Research, Fund Of Funds, Institutional..., Quantitative Analytics, Quantitative Finance, Emerging Markets, Trading, Wealth Management, Investment Advisory, Management, Financial Modeling, Analysis, Series 7, Capital Markets, Financial Services, Securities, Financial Analysis, Leadership, Valuation, Equity Derivatives, Private Equity, Finance
Education
University of Washington
Non-Profit/Public/Organizational Management
Pacific Lutheran University - School of Business
MBA
University of Illinois at Chicago 1987 — 1989
BS, Mathematics
Darius Parker's Russell Investments Experience August 2008 - June 2009
Job Office Assistant/Mentor at Tacoma/South Puget Sound MESA
Industry Financial Services
Experience
Tacoma/South Puget Sound MESA June 2009 - Present
Russell Investments August 2008 - June 2009
Education
Pacific Lutheran University 2004 — 2009
Tacoma/South Puget Sound MESA June 2009 - Present
Russell Investments August 2008 - June 2009
Education
Pacific Lutheran University 2004 — 2009
Jia (Celia) Cui's Russell Investments Experience July 2012 - November 2013
Job Sr. Manager at PayPal
Industry Financial Services
Experience
PayPal August 2015 - Present
Amazon December 2013 - July 2015
Russell Investments July 2012 - November 2013
CME Group May 2009 - July 2012
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Finance, Analytic Finance, Strategic Management
University of Chicago
MPP, Public Policy - Public Finance
Peking University
BA, English Literature Major. Economics Minor
PayPal August 2015 - Present
Amazon December 2013 - July 2015
Russell Investments July 2012 - November 2013
CME Group May 2009 - July 2012
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Finance, Analytic Finance, Strategic Management
University of Chicago
MPP, Public Policy - Public Finance
Peking University
BA, English Literature Major. Economics Minor
Mark Amberson's Russell Investments Experience 2001 - 2008
Job Senior Investment Strategist at Albers & Co., Inc.
Industry Financial Services
Experience
University of Puget Sound 2011 - Present
Albers & Co., Inc. October 2009 - June 2012
Russell Investment Group 2001 - 2008
Russell Investments 2001 - 2008
Skills
Securities, Portfolio Management, Hedge Funds, Investments, Strategic Planning, Asset Allocation, Leadership, Investment Strategies, Asset Management, Management, Financial Analysis, Finance, Investment Management
Education
Pacific Lutheran University 1991 — 1993
mba, Business
University of Washington 1980 — 1983
BA, Economics
University of Puget Sound 2011 - Present
Albers & Co., Inc. October 2009 - June 2012
Russell Investment Group 2001 - 2008
Russell Investments 2001 - 2008
Skills
Securities, Portfolio Management, Hedge Funds, Investments, Strategic Planning, Asset Allocation, Leadership, Investment Strategies, Asset Management, Management, Financial Analysis, Finance, Investment Management
Education
Pacific Lutheran University 1991 — 1993
mba, Business
University of Washington 1980 — 1983
BA, Economics
Elizabeth Zielke's Russell Investments Experience 1982 - 2009
Job Director of Human Resources at Boys & Girls Club of South Puget Sound
Industry Financial Services
Experience
Boys & Girls Club of South Puget Sound February 2011 - Present
Russell Investments 1982 - 2009
Education
Pacific Lutheran University - School of Business 1978 — 1982
BBA, Human Resources
Boys & Girls Club of South Puget Sound February 2011 - Present
Russell Investments 1982 - 2009
Education
Pacific Lutheran University - School of Business 1978 — 1982
BBA, Human Resources
Christian Anderson, CFA's Russell Investments Experience 2001 - 2010
Job VP / Sr. Portfolio Manager at HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management 2011 - Present
BECU Trust Company 2010 - 2011
Russell Investments 2001 - 2010
Education
Pacific Lutheran University 1994 — 1998
BS, Computer Engineering, Electrical Engineering
Pacific Lutheran University - School of Business
MBA
HighMark Capital Management 2011 - Present
BECU Trust Company 2010 - 2011
Russell Investments 2001 - 2010
Education
Pacific Lutheran University 1994 — 1998
BS, Computer Engineering, Electrical Engineering
Pacific Lutheran University - School of Business
MBA
Robin Deatherage's Russell Investments Experience 2000 - 2008
Job Strategic Sourcing Analyst Sr. at MultiCare Health System
Industry Health, Wellness and Fitness
Experience
MultiCare Health System December 2012 - Present
MultiCare Health System June 2008 - December 2012
Russell Investments 2000 - 2008
Education
Oregon State University 2013 — 2015
Bachelor of Arts (B.A.), Intercultural Communications Through Art and Media
Pierce College 1990 — 1992
Paralegal Degree
MultiCare Health System December 2012 - Present
MultiCare Health System June 2008 - December 2012
Russell Investments 2000 - 2008
Education
Oregon State University 2013 — 2015
Bachelor of Arts (B.A.), Intercultural Communications Through Art and Media
Pierce College 1990 — 1992
Paralegal Degree
Michael S. Caccese's Russell Investments Experience October 1983 - January 1993
Job Investment Management Partner at K&L Gates. A global law firm of over 2,000 lawyers across 4 continents
Industry Law Practice
Experience
K&L Gates LLP March 2001 - Present
CFA Institute January 1993 - October 2000
Russell Investments October 1983 - January 1993
Federated Investors May 1980 - October 1983
US Securities and Exchange Commission June 1979 - May 1980
Skills
Investment Management, Securities Regulation, Private Equity, Hedge Funds, Investment Advisory, FINRA, Broker-Dealer, Investment Companies, Investment Advisor..., GIPS Compliance, Investment Advisers Act
Education
Temple University - James E. Beasley School of Law 1977 — 1980
Doctor of Law (JD)
Penn State University 1973 — 1977
Bachelor of Arts (BA), American Studies
K&L Gates LLP March 2001 - Present
CFA Institute January 1993 - October 2000
Russell Investments October 1983 - January 1993
Federated Investors May 1980 - October 1983
US Securities and Exchange Commission June 1979 - May 1980
Skills
Investment Management, Securities Regulation, Private Equity, Hedge Funds, Investment Advisory, FINRA, Broker-Dealer, Investment Companies, Investment Advisor..., GIPS Compliance, Investment Advisers Act
Education
Temple University - James E. Beasley School of Law 1977 — 1980
Doctor of Law (JD)
Penn State University 1973 — 1977
Bachelor of Arts (BA), American Studies
Haley Burton's Russell Investments Experience October 2009 - September 2010
Job Fund Development at MultiCare Health System
Industry Nonprofit Organization Management
Experience
MultiCare Health System February 2013 - Present
Morgan Stanley Smith Barney January 2012 - March 2012
Fortune Management Group February 2011 - June 2011
Russell Investments October 2009 - September 2010
Northwestern Mutual June 2009 - October 2009
Russell Investments July 2008 - January 2009
Nordstrom June 2007 - July 2008
Skills
Sales, Investments, Bloomberg, Procurement, Team Leadership, Necho, Radar, Event Management, Event Planning, Entrepreneurship, Investment Management, Economics, Econometrics, Economic Research, Health Economics, Labor Economics, International Economics, Investment Research, Panagon, Public Speaking
Education
Pacific Lutheran University
Bachelor of Arts, Economics
MultiCare Health System February 2013 - Present
Morgan Stanley Smith Barney January 2012 - March 2012
Fortune Management Group February 2011 - June 2011
Russell Investments October 2009 - September 2010
Northwestern Mutual June 2009 - October 2009
Russell Investments July 2008 - January 2009
Nordstrom June 2007 - July 2008
Skills
Sales, Investments, Bloomberg, Procurement, Team Leadership, Necho, Radar, Event Management, Event Planning, Entrepreneurship, Investment Management, Economics, Econometrics, Economic Research, Health Economics, Labor Economics, International Economics, Investment Research, Panagon, Public Speaking
Education
Pacific Lutheran University
Bachelor of Arts, Economics
Diana Higgins's Russell Investments Experience May 2007 - April 2009
Job Billing Supervisor at Allied Waste
Industry Accounting
Experience
Allied Waste January 2011 - Present
Senior Services of America October 2009 - January 2011
Russell Investments May 2007 - April 2009
Mellon Analytical Solutions January 2006 - April 2007
Russell/Mellon Analytical Solutions February 2004 - December 2005
Russell/Mellon Analytical Solutions October 2001 - January 2004
Russell/Mellon Analytical Solutions January 1999 - September 2001
Skills
Payroll, Spreadsheets, Process Improvement, Strategic Financial..., Analysis, Sarbanes-Oxley Act, Microsoft Excel, Outlook, Fixed Assets, Finance, Accruals, Income Statement, Budgets, General Ledger, Journal Entries, Accounts Payable, Accounts Receivable, Account Reconciliation, Variance Analysis, Ceridian Payroll System, Forecasting, Financial Statement..., Invoicing, Expenses, Fixed Asset Management, Balance, Sarbanes-Oxley, Monthly Close, Bank Reconciliation
Education
University of Phoenix
Master of Business Administration (M.B.A.)
Pacific Lutheran University - School of Business 1999 — 2004
Bachlor, Accounting
Allied Waste January 2011 - Present
Senior Services of America October 2009 - January 2011
Russell Investments May 2007 - April 2009
Mellon Analytical Solutions January 2006 - April 2007
Russell/Mellon Analytical Solutions February 2004 - December 2005
Russell/Mellon Analytical Solutions October 2001 - January 2004
Russell/Mellon Analytical Solutions January 1999 - September 2001
Skills
Payroll, Spreadsheets, Process Improvement, Strategic Financial..., Analysis, Sarbanes-Oxley Act, Microsoft Excel, Outlook, Fixed Assets, Finance, Accruals, Income Statement, Budgets, General Ledger, Journal Entries, Accounts Payable, Accounts Receivable, Account Reconciliation, Variance Analysis, Ceridian Payroll System, Forecasting, Financial Statement..., Invoicing, Expenses, Fixed Asset Management, Balance, Sarbanes-Oxley, Monthly Close, Bank Reconciliation
Education
University of Phoenix
Master of Business Administration (M.B.A.)
Pacific Lutheran University - School of Business 1999 — 2004
Bachlor, Accounting
Jackie Gilmore's Russell Investments Experience May 1998 - April 2009
Job Operations & Client Service
Industry Financial Services
Experience
Portfolio Strategies January 2014 - August 2015
Portfolio Strategies, Inc. January 2014 - August 2015
Purcell Advisory Services, LLC April 2012 - December 2013
Financial Network Investment Corporation, Member SIPC February 2010 - April 2012
Russell Investments May 1998 - April 2009
Skills
Mutual Funds, Investments, Asset Allocation, Alternative Investments, Investment Strategies, Risk Management, Retirement Planning, Investment Advisory, Wealth Management, Series 7, Asset Managment, Portfolio Management, Strategic Financial..., Equities, Securities, Investment Management, Retirement, Relationship Management, FINRA, New Business Development, 401k, Customer Service, Series 65, Asset Management, Finance, Financial Planning
Education
Pacific Lutheran University 1984 — 1987
BA, Communications
Portfolio Strategies January 2014 - August 2015
Portfolio Strategies, Inc. January 2014 - August 2015
Purcell Advisory Services, LLC April 2012 - December 2013
Financial Network Investment Corporation, Member SIPC February 2010 - April 2012
Russell Investments May 1998 - April 2009
Skills
Mutual Funds, Investments, Asset Allocation, Alternative Investments, Investment Strategies, Risk Management, Retirement Planning, Investment Advisory, Wealth Management, Series 7, Asset Managment, Portfolio Management, Strategic Financial..., Equities, Securities, Investment Management, Retirement, Relationship Management, FINRA, New Business Development, 401k, Customer Service, Series 65, Asset Management, Finance, Financial Planning
Education
Pacific Lutheran University 1984 — 1987
BA, Communications
Malissa Harris's Russell Investments Experience
Job Senior Financial Analyst at Russell Investments
Industry Investment Management
Experience
Russell Investments
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Financial Forecasting, Portfolio Management, Investments, Accounting, Microsoft Excel, Auditing, Valuation, Finance, Analysis, Process Improvement, Business Analysis, IBM Cognos BI, IBM Cognos TM1, System Administration, Project Management
Education
Pacific Lutheran University 1996 — 1999
BA, Finance, Accounting & International Business
Russell Investments
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Financial Forecasting, Portfolio Management, Investments, Accounting, Microsoft Excel, Auditing, Valuation, Finance, Analysis, Process Improvement, Business Analysis, IBM Cognos BI, IBM Cognos TM1, System Administration, Project Management
Education
Pacific Lutheran University 1996 — 1999
BA, Finance, Accounting & International Business
Kenneth Query's Russell Investments Experience July 2010 - Present
Job Information Technology Application Delivery / Architect
Industry Information Technology and Services
Experience
Russell Investments July 2010 - Present
Bank of New York Mellon December 2004 - January 2009
Bank of New York Mellon December 2004 - January 2009
Mellon Analytical Solutions November 2001 - December 2004
Russell Investments January 1992 - January 2001
Skills
Informatica, Data Warehousing, DB2, Microsoft SQL Server, Perl, Unix, Production Support, Software Development..., Visio, SDLC, Oracle, ETL, Business Intelligence, SQL, Agile Methodologies, Databases, SSIS, Data Modeling
Education
Pacific Lutheran University
BA, Mathematics
Pacific Lutheran University
MBA, Business Administration
Russell Investments July 2010 - Present
Bank of New York Mellon December 2004 - January 2009
Bank of New York Mellon December 2004 - January 2009
Mellon Analytical Solutions November 2001 - December 2004
Russell Investments January 1992 - January 2001
Skills
Informatica, Data Warehousing, DB2, Microsoft SQL Server, Perl, Unix, Production Support, Software Development..., Visio, SDLC, Oracle, ETL, Business Intelligence, SQL, Agile Methodologies, Databases, SSIS, Data Modeling
Education
Pacific Lutheran University
BA, Mathematics
Pacific Lutheran University
MBA, Business Administration
Regan Babst, CFA's Russell Investments Experience October 2012 - Present
Job Senior Portfolio Manager Equity Derivatives at Russell Investments
Industry Financial Services
Experience
Russell Investments October 2012 - Present
Russell Investments June 2007 - October 2012
Russell Investments June 2006 - June 2007
Skills
Equity Derivatives, Trade Execution, Bloomberg, Charles River, Derivatives, Options Strategies, Options Pricing, Equity Swaps, Swaps, FX Hedging, Traders, Futures, Portfolio Management, Portfolio Strategy
Education
Pacific Lutheran University 2002 — 2006
BBA, Finance, Economics (minor)
Pacific Lutheran University
Russell Investments October 2012 - Present
Russell Investments June 2007 - October 2012
Russell Investments June 2006 - June 2007
Skills
Equity Derivatives, Trade Execution, Bloomberg, Charles River, Derivatives, Options Strategies, Options Pricing, Equity Swaps, Swaps, FX Hedging, Traders, Futures, Portfolio Management, Portfolio Strategy
Education
Pacific Lutheran University 2002 — 2006
BBA, Finance, Economics (minor)
Pacific Lutheran University
Pat Busick's Russell Investments Experience May 2006 - October 2009
Job Realtor at Windermere Real Estate
Industry Real Estate
Experience
Windermere Real Estate March 2014 - Present
Insite Consulting September 2010 - February 2014
Russell Investments May 2006 - October 2009
Russell Investments January 2004 - June 2006
Russell Investments February 2002 - January 2004
Russell Investments March 2000 - February 2002
Skills
Risk Management, Equities, Asset Managment, Investments, Alternative Investments, Series 7, Mutual Funds, Portfolio Management, Asset Management, Asset Allocation, Fixed Income, Hedge Funds, Investment Strategies, Business Analysis, Financial Analysis, Management Consulting, Program Management, Derivatives, Financial Services, Process Improvement, Valuation
Education
Pacific Lutheran University 2004 — 2006
Masters of Business Administration, Business
Pacific Lutheran University 1997 — 2000
Bachelor's Degree, Business, Economics
Windermere Real Estate March 2014 - Present
Insite Consulting September 2010 - February 2014
Russell Investments May 2006 - October 2009
Russell Investments January 2004 - June 2006
Russell Investments February 2002 - January 2004
Russell Investments March 2000 - February 2002
Skills
Risk Management, Equities, Asset Managment, Investments, Alternative Investments, Series 7, Mutual Funds, Portfolio Management, Asset Management, Asset Allocation, Fixed Income, Hedge Funds, Investment Strategies, Business Analysis, Financial Analysis, Management Consulting, Program Management, Derivatives, Financial Services, Process Improvement, Valuation
Education
Pacific Lutheran University 2004 — 2006
Masters of Business Administration, Business
Pacific Lutheran University 1997 — 2000
Bachelor's Degree, Business, Economics
Sean DeLaat's Russell Investments Experience
Job Associate Director, Fund Administration at Russell Investments
Industry Investment Management
Experience
Russell Investments
Skills
Equities, Mutual Funds, Investment Strategies, Investment Management, Financial Reporting, Investments, Asset Management, Alternative Investments, Bloomberg, Hedge Funds, Asset Managment, Portfolio Management, Asset Allocation, Securities, Fund Of Funds, Financial Analysis, ETFs
Education
Pacific Lutheran University - School of Business 1991 — 1994
Bachelor of Business Administration (B.B.A.), Accounting
Russell Investments
Skills
Equities, Mutual Funds, Investment Strategies, Investment Management, Financial Reporting, Investments, Asset Management, Alternative Investments, Bloomberg, Hedge Funds, Asset Managment, Portfolio Management, Asset Allocation, Securities, Fund Of Funds, Financial Analysis, ETFs
Education
Pacific Lutheran University - School of Business 1991 — 1994
Bachelor of Business Administration (B.B.A.), Accounting
Christopher Lane, CPA's Russell Investments Experience July 2005 - Present
Job Equity & Fixed Income Trader at Russell Investments
Industry Investment Management
Experience
Russell Investments July 2005 - Present
Moss Adams LLP October 2003 - July 2005
Skills
Risk Management, Trading, Electronic Trading, Trading Strategies, Transition Management, ETFs, Investments, Asset Management, Financial Markets
Education
Pacific Lutheran University 1998 — 2003
Bachelors in Business Administration, Finance, Accounting, Economics
Russell Investments July 2005 - Present
Moss Adams LLP October 2003 - July 2005
Skills
Risk Management, Trading, Electronic Trading, Trading Strategies, Transition Management, ETFs, Investments, Asset Management, Financial Markets
Education
Pacific Lutheran University 1998 — 2003
Bachelors in Business Administration, Finance, Accounting, Economics
Cefe Quesada's Russell Investments Experience November 2011 - Present
Job Technology Executive Global Head of IT Applications at Russell Investments
Industry Investment Management
Experience
Russell Investments November 2011 - Present
Russell Investments December 2008 - November 2011
Russell Investment Services December 2004 - December 2008
Sierra Systems June 2003 - December 2004
npower November 2001 - June 2003
Russell Company June 1998 - November 2001
Skills
SDLC, Outsourcing, Investments, Offshoring, Derivatives, Agile Application..., Application Portfolio..., Governance, Internal Audit, Compliance, Data Management, Distributed Systems, Trading Systems, Microsoft Technologies, Global Delivery, Asset Management, PMO, Enterprise Software, Enterprise Architecture, Agile Methodologies, Trading, Business Analysis, Strategy, CRM, Portfolio Management
Education
University of Oregon
M.S, Applied Information Management
Pacific Lutheran University
B.A, Spanish and Religion
Russell Investments November 2011 - Present
Russell Investments December 2008 - November 2011
Russell Investment Services December 2004 - December 2008
Sierra Systems June 2003 - December 2004
npower November 2001 - June 2003
Russell Company June 1998 - November 2001
Skills
SDLC, Outsourcing, Investments, Offshoring, Derivatives, Agile Application..., Application Portfolio..., Governance, Internal Audit, Compliance, Data Management, Distributed Systems, Trading Systems, Microsoft Technologies, Global Delivery, Asset Management, PMO, Enterprise Software, Enterprise Architecture, Agile Methodologies, Trading, Business Analysis, Strategy, CRM, Portfolio Management
Education
University of Oregon
M.S, Applied Information Management
Pacific Lutheran University
B.A, Spanish and Religion
Josh Goodell's Russell Investments Experience September 2015 - Present
Job Associate Regional Director at Russell Investments
Industry Investment Management
Experience
Russell Investments September 2015 - Present
Russell Investments January 2014 - September 2015
Russell Investments July 2010 - January 2014
Russell Investments July 2008 - July 2010
Skills
Portfolio Management, Asset Management, Financial Analysis, Financial Modeling, Equities, Investments, Quantitative Analytics, Management, Investment Strategies, Market Research, Alternative Investments
Education
Pacific Lutheran University 2006 — 2010
Bachelor of Business Administration (BBA), Minor in Chinese
Sichuan University
Study Abroad, Mandarin Chinese
Russell Investments September 2015 - Present
Russell Investments January 2014 - September 2015
Russell Investments July 2010 - January 2014
Russell Investments July 2008 - July 2010
Skills
Portfolio Management, Asset Management, Financial Analysis, Financial Modeling, Equities, Investments, Quantitative Analytics, Management, Investment Strategies, Market Research, Alternative Investments
Education
Pacific Lutheran University 2006 — 2010
Bachelor of Business Administration (BBA), Minor in Chinese
Sichuan University
Study Abroad, Mandarin Chinese
Sieg Johnson's Russell Investments Experience July 2002 - August 2012
Job Sales Research Analyst at Russell Investments
Industry Investment Management
Experience
Russell Investments July 2002 - August 2012
Skills
Asset Allocation, Investments, Alternative Investments, Asset Management, Series 7, Investment Strategies, Portfolio Management, Wealth Management, Equities, Investment Management, Hedge Funds, Mutual Funds, Investment Advisory, ETFs
Education
Pacific Lutheran University
Russell Investments July 2002 - August 2012
Skills
Asset Allocation, Investments, Alternative Investments, Asset Management, Series 7, Investment Strategies, Portfolio Management, Wealth Management, Equities, Investment Management, Hedge Funds, Mutual Funds, Investment Advisory, ETFs
Education
Pacific Lutheran University
Scott Marquis's Russell Investments Experience May 1995 - Present
Job Director, Institutional Profit Analysis & Pricing at Russell Investments
Industry Investment Management
Experience
Russell Investments May 1995 - Present
Education
The University of Connecticut 1982 — 1984
Resource Economics, Postgradaute
Oregon State University 1980 — 1982
BS, Economics
Russell Investments May 1995 - Present
Education
The University of Connecticut 1982 — 1984
Resource Economics, Postgradaute
Oregon State University 1980 — 1982
BS, Economics
Catherine Waldren's Russell Investments Experience June 2012 - Present
Job Benefits Analyst at Russell Investments
Industry Construction
Experience
Russell Investments June 2012 - Present
University Mechanical Contractors, Inc. August 2006 - June 2012
Education
Southern Oregon State University 1987 — 1991
Masters of Science, Secondary Education
Oregon State University 1980 — 1984
Bachelor of Science, Secondary Language Arts Education
Russell Investments June 2012 - Present
University Mechanical Contractors, Inc. August 2006 - June 2012
Education
Southern Oregon State University 1987 — 1991
Masters of Science, Secondary Education
Oregon State University 1980 — 1984
Bachelor of Science, Secondary Language Arts Education
Mark Celletti's Russell Investments Experience October 1992 - May 1996
Job Director of Marketing and UX
Industry Media Production
Experience
UltiMentors April 2014 - Present
Cedar Media August 2011 - April 2013
MultiCare Health System 1999 - 2011
Russell Investments October 1992 - May 1996
Skills
Video Production, Web Design and..., Webcasting, Digital Signage, Social Media, Production, Digital Media, Video, Documentary, Web Design, AV, Editing, Video Editing, New Media, Final Cut Pro, Film Production, Videography, Media Production, Graphic Design, Streaming Media, Final Cut Studio, Digital Video, DVD authoring, Shooting, Camera, Non-linear Editing, Documentaries, HD, DVD, Film, Online Video, Web Video, HD Video, Graphics, Content Strategy, Cinematography, Multimedia, Journalism, Digital Photography, Web Content, Creative Direction, Copy Editing, InDesign, Blogging, WordPress
Education
Pepperdine University 1980 — 1985
BA, Humanities
Franklin Pierce High School 1976 — 1980
HS Diploma
UltiMentors April 2014 - Present
Cedar Media August 2011 - April 2013
MultiCare Health System 1999 - 2011
Russell Investments October 1992 - May 1996
Skills
Video Production, Web Design and..., Webcasting, Digital Signage, Social Media, Production, Digital Media, Video, Documentary, Web Design, AV, Editing, Video Editing, New Media, Final Cut Pro, Film Production, Videography, Media Production, Graphic Design, Streaming Media, Final Cut Studio, Digital Video, DVD authoring, Shooting, Camera, Non-linear Editing, Documentaries, HD, DVD, Film, Online Video, Web Video, HD Video, Graphics, Content Strategy, Cinematography, Multimedia, Journalism, Digital Photography, Web Content, Creative Direction, Copy Editing, InDesign, Blogging, WordPress
Education
Pepperdine University 1980 — 1985
BA, Humanities
Franklin Pierce High School 1976 — 1980
HS Diploma
Maureen (Mo) Weber's Russell Investments Experience July 2000 - December 2010
Job Program Coordinator, Chaplains' Office, Pierce County Sheriff's Department Corrections
Industry Law Enforcement
Experience
Pierce County Sheriff's Department July 2012 - Present
Rebuilding Hope! Sexual Assault Center for Pierce County March 2008 - Present
Mo Weber, Licensed Mental Health Counselor Associate June 2007 - Present
Russell Investments July 2000 - December 2010
Education
Mars Hill Graduate School 2004 — 2007
Masters, Counseling
Pacific Lutheran University 1994 — 1999
BA, Writing
Pierce County Sheriff's Department July 2012 - Present
Rebuilding Hope! Sexual Assault Center for Pierce County March 2008 - Present
Mo Weber, Licensed Mental Health Counselor Associate June 2007 - Present
Russell Investments July 2000 - December 2010
Education
Mars Hill Graduate School 2004 — 2007
Masters, Counseling
Pacific Lutheran University 1994 — 1999
BA, Writing
Ellen Hardy's Russell Investments Experience May 1995 - March 2002
Job Vice President Operations at Plymouth Industrial REIT
Industry Commercial Real Estate
Experience
Plymouth Industrial REIT August 2014 - Present
State Street Bank 2002 - 2012
Russell Investments May 1995 - March 2002
Boston Financial Data Services 1985 - 1995
Skills
Equities, Fixed Income, Mutual Funds, Process Improvement, Investments, Portfolio Management, Financial Services, Investment Management, Asset Managment, Vendor Management, Shareholder Operations, Securities, Relationship Management, Back Office, Transfer Agency
Education
Penn State University
Silver Lake Regional High School
Plymouth Industrial REIT August 2014 - Present
State Street Bank 2002 - 2012
Russell Investments May 1995 - March 2002
Boston Financial Data Services 1985 - 1995
Skills
Equities, Fixed Income, Mutual Funds, Process Improvement, Investments, Portfolio Management, Financial Services, Investment Management, Asset Managment, Vendor Management, Shareholder Operations, Securities, Relationship Management, Back Office, Transfer Agency
Education
Penn State University
Silver Lake Regional High School
Traci Tipple's Russell Investments Experience April 1988 - March 1991
Job Financial Advisor with Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Fox Gregory August 2010 - December 2012
Russell Investments April 1988 - March 1991
Paine Webber January 1986 - March 1988
Skills
Real Estate, Small Business, Public Speaking, Financial Analysis, Financial Reporting, Strategic Financial..., Financial Services, Investment Strategies, Investment Analysis, Client Relations Skills, Customer Service, Business Development, Event Management, Financial Modeling, Financial Planning, Marketing, Marketing Strategy, Research, Social Networking, Valuation
Education
Pacific Lutheran University - School of Business 1980 — 1982
Bachelor of Business Administration (BBA), Finance, Magna cum Laude
Merrill Lynch January 2014 - Present
Fox Gregory August 2010 - December 2012
Russell Investments April 1988 - March 1991
Paine Webber January 1986 - March 1988
Skills
Real Estate, Small Business, Public Speaking, Financial Analysis, Financial Reporting, Strategic Financial..., Financial Services, Investment Strategies, Investment Analysis, Client Relations Skills, Customer Service, Business Development, Event Management, Financial Modeling, Financial Planning, Marketing, Marketing Strategy, Research, Social Networking, Valuation
Education
Pacific Lutheran University - School of Business 1980 — 1982
Bachelor of Business Administration (BBA), Finance, Magna cum Laude
David Hintz, CFA's Russell Investments Experience October 2011 - Present
Job Senior Portfolio Manager at Russell Investments
Industry Investment Management
Experience
Russell Investments October 2011 - Present
Russell Investments July 2008 - October 2011
Russell Investments June 1995 - June 2008
Russell Investments December 1993 - June 1995
Russell Investments September 1991 - December 1993
Russell Investments September 1990 - September 1991
Skills
Investment Management, Asset Management, Equities, Portfolio Management, Investment Strategies, Relationship Building, Contract Negotiation, Presentation Skills, Asset Allocation, Consulting
Education
Pacific Lutheran University
Master of Business Administration (MBA), Finance, General
Russell Investments October 2011 - Present
Russell Investments July 2008 - October 2011
Russell Investments June 1995 - June 2008
Russell Investments December 1993 - June 1995
Russell Investments September 1991 - December 1993
Russell Investments September 1990 - September 1991
Skills
Investment Management, Asset Management, Equities, Portfolio Management, Investment Strategies, Relationship Building, Contract Negotiation, Presentation Skills, Asset Allocation, Consulting
Education
Pacific Lutheran University
Master of Business Administration (MBA), Finance, General
Paul Vendoloski, MBA's Russell Investments Experience January 2007 - Present
Job Financial Reporting Manager
Industry Investment Management
Experience
Russell Investments January 2007 - Present
DaVita 2005 - 2007
Morrow Equipment Company 2004 - 2005
OSU Foundation 2000 - 2004
Education
University of Phoenix 2011 — 2013
Masters in Business Administration
Oregon State University 1999 — 2004
Bachelor of Business Administration (B.B.A.), Major Accounting/Minor Economics
Russell Investments January 2007 - Present
DaVita 2005 - 2007
Morrow Equipment Company 2004 - 2005
OSU Foundation 2000 - 2004
Education
University of Phoenix 2011 — 2013
Masters in Business Administration
Oregon State University 1999 — 2004
Bachelor of Business Administration (B.B.A.), Major Accounting/Minor Economics
David Grieger, CFA's Russell Investments Experience 1983 - 2008
Job Private Investor and Advisor
Industry Financial Services
Experience
Nativis Inc. November 2013 - Present
Seattle Pacific University 2011 - Present
Tipsoo Ventures, LLC 2010 - Present
C3 - The Leaders Forum 2010 - Present
Vu1 2008 - 2009
Russell Investments 1983 - 2008
Skills
Investments, Business Development, Marketing, Management, Research, Real Estate, Economics, Investment Strategies, Portfolio Management, Leadership, Financial Modeling, Public Speaking
Education
CFA Institute
CFA
Pacific Lutheran University - School of Business 1980 — 1984
Bachelor of Business Administration (BBA)
Nativis Inc. November 2013 - Present
Seattle Pacific University 2011 - Present
Tipsoo Ventures, LLC 2010 - Present
C3 - The Leaders Forum 2010 - Present
Vu1 2008 - 2009
Russell Investments 1983 - 2008
Skills
Investments, Business Development, Marketing, Management, Research, Real Estate, Economics, Investment Strategies, Portfolio Management, Leadership, Financial Modeling, Public Speaking
Education
CFA Institute
CFA
Pacific Lutheran University - School of Business 1980 — 1984
Bachelor of Business Administration (BBA)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY