Russell Investments
Industry: Company
DescriptionRussell Investments is a global asset management firm, founded in 1936. It provides multi-asset investing solutions to institutional investors, as well as to individuals via financial advisors. The company is owned by private equity firms TA Associates and Reverence Capital Partners. AUM: $277 billion as of 06/30/17 CEO: Michelle Seitz CFO: Jennifer McPeek Headquarters: Seattle, Washington, United States Parent organization: TA Associates Number of employees: 1,950
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Russell Investments Employees
Queen's Finance Association Conference January 2015 - Present
Limestone Capital September 2014 - Present
Alma Mater Society October 2013 - Present
Queen's Chinese Student Association September 2013 - Present
Russell Investments May 2015 - August 2015
Wealth Securities Inc. June 2014 - July 2014
Cineplex Entertainment November 2012 - August 2013
miniEnterprize Canada June 2011 - June 2012
Skills
Time Management, Microsoft Excel, Customer Service, Leadership, Teamwork, Cash Management, Market Research, Team Leadership, Social Media, Research
Education
Queen's University 2013 — 2017
Bachelor of Commerce (BCom)
RC Palmer Secondary School 2008 — 2013
Russell Investments September 2013 - Present
Russell Investments August 2010 - September 2013
Russell Investments March 2007 - September 2010
Russell Investment Group March 2004 - March 2007
MLC 2002 - 2004
Skills
Portfolio Management, Equities, Asset Management, ETFs, Investments, Financial Markets, Investment Advisory, Fund Of Funds, Asset Allocation, Investment Banking, Alternative Investments, Asset Managment, Financial Modeling, Securities, Valuation, Hedge Funds, Investment Strategies, Trading, Private Equity, Investment Management, Fixed Income, Mutual Funds, Wealth Management, Bonds, Risk Management, Finance, Equity Research, Bloomberg, Derivatives, Capital Markets
Education
UNSW Australia 2005 — 2007
Masters, Finance
RMIT University 2002 — 2003
Advanced Diploma Financial Planning
RMIT University 1998 — 2001
Bachelor, Economics & Finance (with Distinction)
MACRO.CCS, Inc September 2014 - Present
Latitude 47 Consulting October 2013 - September 2014
Russell Investments April 2009 - March 2013
Russell Investments November 2006 - April 2009
Russell Investments October 2004 - November 2006
Weyerhaeuser August 2002 - September 2004
IBM Global Process Services September 1999 - February 2002
Skills
Program Management, Business Analysis, SDLC, Vendor Management, Process Improvement, SharePoint, PMO, Project Management, Business Process..., Change Management, Visio, Requirements Analysis, IT Strategy, ITIL, ITIL v3 Foundations..., Internal Communications, SharePoint Designer, IT Service Management, Governance, Strategy, Business Strategy, ITIL Service Strategy, Service Design, Service Delivery, IT Service Delivery, Service Catalog, ITIL Process..., ITIL Implementation, Service Portfolio..., Process Optimization, Continuous Improvement, Service Oriented..., Problem Management, Management Consulting, Risk Management, Managing Workflow, Leadership, Cross-functional Team..., Strategic Communications, Management, Enterprise Software, Information Technology, Data Center, Incident Management, Volunteering
Education
University of Washington
Studies, Business Administration and Management, General
Western Washington University
Studies, Liberal Arts and Sciences/Liberal Studies
Seattle Central Community College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Health Net November 2013 - Present
CGI November 2003 - November 2013
Novelis March 2013 - October 2013
Hawai'i Health Connector November 2012 - February 2013
Novelis March 2012 - October 2012
AT&T April 2011 - March 2012
Russell Investments July 2008 - March 2011
State of Alaska July 2006 - August 2007
Hawaii Health Information Corporation October 2001 - October 2003
Warner Home Video June 1990 - September 2001
Skills
Program Management, Project Management, Global Management, International Management, IT Management, PMP, PMO, SDLC, ITIL, Agile Methodologies, MS Project, IT Strategy, Software Project..., Vendor Management, Data Warehousing, Business Intelligence, Business Analysis, Requirements Analysis, Requirements Gathering, Business Process, Oracle, SharePoint, CRM, Software Documentation, Disaster Recovery, Microsoft Project
Education
Southern New Hampshire University 2013 — 2015
MS in Information Technology
UCLA 1994 — 1995
Mini/Micro Programming, Relational Databases/Oracle
USC 1981 — 1985
Psychology
Punahou School 1977 — 1981
Wells Fargo Funds Management December 2014 - Present
Russell Investments June 2011 - December 2014
Russell Investments April 2006 - June 2011
WaMu 2005 - 2006
Middleton Company 1990 - 2005
Skills
Mutual Funds, Equities, Valuation, Corporate Actions, Securities, Asset Management, Equity Trading, Operations Management, Asset Allocation, Financial Analysis, High Net Worth..., Bloomberg, Model Portfolios, Vendor Management, Fair Value, Alternative Investments, Portfolio Management, Investments, Risk Management, Financial Services
Education
Pierce College
Dot & Cross, LLC May 2014 - Present
Russell Investments April 2012 - April 2014
Bill & Melinda Gates Foundation August 2007 - March 2012
OnRequest Images March 2006 - July 2007
Aquent October 2005 - March 2006
NBA Memphis Grizzlies November 2001 - July 2005
Orca Bay Sports & Entertainment April 1997 - October 2001
Skills
Marketing Communications, Creative Direction, Social Media, Copywriting, Strategy, Brand Development, Blogging, Marketing, Management, Digital Media, Advertising, Content Strategy, Brand Management, Web Content, Program Management, Project Management, Stakeholder Engagement
Education
Queen's University 1992 — 1997
BA (Honors), Sociology
Alaska Airlines August 2015 - Present
Russell Investments May 2013 - August 2015
Alaska Airlines May 2008 - May 2013
Seattle University August 2006 - August 2007
HomeStreet Bank January 2006 - August 2007
GMA Research Corp. June 2005 - January 2006
Education
Seattle University 2005 — 2009
B.A.
Universidad de Granada 2007 — 2008
Relaciones Internacionales
Eastside Catholic School 2001 — 2005
Russell Investments August 2011 - Present
Mackenzie Investments 2004 - 2011
Mackenzie Investments 2004 - 2004
Mackenzie Investments 2000 - 2004
Mackenzie Investments 1998 - 2000
Skills
Mutual Funds, Insurance, Wealth Management, Investment Strategies, Investments, Asset Allocation, Asset Management, Portfolio Management, Securities, Equities, Investment Advisory, Financial Services, Retirement Planning, Relationship Management, Retirement, Financial Advisory, Banking, Fixed Income, Financial Analysis, Investment Management, Business Analysis
Education
Queen's University 2015 — 2016
Master of Finance
University of Toronto 1992 — 1996
B.A.Sc., Engineering
University of Toronto
Financial Analysis and Investment Management Certificate
University of Toronto
Certificate of Entrepreneurship and Small Business Management
Digital Kitchen May 2015 - Present
Downtown Cornerstone Church June 2012 - Present
Digital Kitchen January 2015 - May 2015
Russell Investments December 2012 - May 2015
Startup Weekend August 2012 - March 2013
Tether, Inc. October 2011 - April 2012
Rotator Magazine January 2010 - January 2012
Artrageous Tacoma 2009 - 2012
The Seattle Times March 2011 - June 2011
Tacoma Art Supply October 2006 - September 2010
Skills
Typography, Graphic Design, Layout, Illustration, Photography, Art Direction, Logo Design, Web Design, Branding & Identity, Interaction Design, InDesign, Creative Direction, Graphics, Corporate Identity, Adobe Creative Suite, Posters, Illustrator, User Experience, Dreamweaver, Visual Communication, Concept Development, Brochures, Corporate Branding, User Interface Design, Flash
Education
Seattle Central Community College 2008 — 2010
AAS, Graphic Design
Tacoma School of the Arts 2005 — 2008
Diploma, Visual Arts and Music
Clark Nuber PS June 2015 - September 2015
Russell Investments June 2014 - June 2015
Becker Professional Education April 2014 - June 2015
Live Love Flow Yoga Studio October 2012 - November 2014
Seattle University Recreation March 2013 - September 2014
Willamette University Graduate School of Education July 2012 - September 2012
Real Change Newspaper September 2011 - March 2012
Allstate January 2011 - September 2011
Skills
Event Planning, Customer Service, Time Management, Accounting, Teamwork, Microsoft Excel, Social Media, Yoga, Photography, Microsoft Office, PowerPoint, Research, Data Entry, QuickBooks, Advertising, Organization, Nonprofits, Team Management, Emotional Intelligence, Microsoft Word
Education
Seattle University 2015 — 2016
Masters of Professional Accounting
Seattle University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
BGS (Blue Goldfish Studios) April 2009 - Present
XKv Fine Goods May 2013 - Present
Russell Investments May 2007 - April 2009
Russell Investments March 1998 - May 2007
Russell Investments March 1996 - March 1998
Augustus Barnett Advertising/Design July 1992 - March 1996
Skills
Creative Direction, Art Direction, Corporate Branding, Brand Development, Advertising, Branding & Identity, Online Marketing, Graphic Design, Visual Communication, Blogging, Corporate Identity, User Experience, Typography, Web Design, PPC, Logo Design, Interaction Design, Social Media, Creative Strategy, Concept Development, User Interface Design, Layout, Packaging, Marketing, Positioning, Integrated Marketing, Annual Reports, Collateral, Product Design, Web Development, Social Media Marketing, Management, Information Architecture, Direct Mail, Information Design, Information Graphics, Brochures, User-centered Design
Education
Washington State University
Portland Community College
Laird Norton Wealth Management August 2009 - Present
Russell Investments March 1993 - November 2007
Deloitte 1988 - 1993
Education
Seattle Pacific University 1986 — 1988
Bachelor of Arts (B.A.), Accounting
Russell Investments August 2013 - May 2014
Redhawk Fund June 2012 - June 2013
Morgan Stanley Wealth Management November 2012 - April 2013
Alpha Chi Omega Fraternity, Inc. January 2011 - June 2012
Olympia Highlanders Bagpipe Band 2009 - 2011
Skills
Bloomberg Terminal, Budgets, Data Analysis, Equity Research, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Access, VBA
Education
Seattle University 2012 — 2013
Bachelor of Arts (B.A.), Finance, General, 3.5
South Puget Sound Community College
Associate's degree, Business Administration
Sunrise Wealth Management March 2014 - Present
Key Investment Services October 2009 - March 2014
RBC Wealth Management April 2007 - October 2009
Russell Investments October 2002 - April 2007
Skills
Wealth Management, Retirement Planning, Portfolio Management, Financial Advisory, Retirement, Finance, Financial Services, Banking, Investment Advisory, Investment Strategies, Mutual Funds, Wealth Management..., Series 63
Education
University of Washington 1999 — 2001
Bachelor of Arts (B.A.), Business Administration and Management
Pierce College 1997 — 1999
Associate of Arts (A.A.), Business Administration and Management, General
Starbucks July 2015 - Present
Weyerhaeuser November 2014 - July 2015
Weyerhaeuser October 2013 - November 2014
Russell Investments June 2012 - September 2013
University of Washington 2011 - June 2012
Seasonal View LLC March 2011 - September 2011
University of Washington July 2010 - June 2011
University of Washington April 2010 - March 2011
Skills
CODA Financials, Cognos, Microsoft Office, Event Planning, Multivariable Calculus, Financial Statements, Windows, Outlook, Pivot Tables, Communication, Social Media, Statistics, Financial Accounting, Financial Calculations, PowerPoint, Microsoft Word, Market Research, Public Speaking, VBA, Problem Solving, Leadership, Event Management, Account Reconciliation, Auditing, General Ledger, Data Analysis, Accounting, Facebook, Analysis, Financial Modeling, SAP, SAP BW
Education
University of Washington 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, 3.6
Pierce College at Puyallup 2007 — 2009
3.96
Emerald Ridge HS
Russell Investments November 2013 - Present
ThinkEquity LLC April 2005 - January 2013
Bank of America April 2004 - April 2005
SoundView Technology Group January 2003 - February 2004
Robertson Stephens June 1996 - July 2002
Wedbush Securities June 1995 - June 1996
Skills
Capital Markets, Equity Trading, Hedge Funds, Electronic Trading, Trading, Series 24, Trading Systems, Alternative Investments, Options, Equity Research, Series 63, Investments, FINRA, Investment Banking, ETFs, Bloomberg, Series 7, Equities, Securities
Education
San Diego State University-California State University
Bachelor of Science (BS), Finance and Financial Management Services
Russell Investments January 2011 - Present
Mainstay Investments/New York Life Investments April 2005 - January 2011
Phoenix Investment Partners June 2000 - December 2004
Skills
Problem Solving, Mutual Funds, Managed Accounts, Investment Strategies, Investment Products, Investments, Wholesaling, Equities, Retirement Planning, Financial Planning, Alternative Investments, Asset Allocation, Asset Management, Fixed Income, Investment Advisory, 401k, Portfolio Management, Wealth Management, Retirement, Competitive Analysis, Financial Advisory, Series 7, Series 63, ETFs, Separately Managed..., Institutional, Series 66, Series 65, CIMA, Capital Markets, Financial Services, Investment Management, Securities, Series 24
Education
Rider University 1995 — 1999
Bachelors, Business Administration
Ridgefield Park High School 1991 — 1995
Wells Fargo March 2014 - Present
Russell Investments January 2013 - March 2014
Russell Investments September 2011 - December 2012
Washington Business Week October 2009 - October 2012
Russell Investments June 2010 - August 2011
Russell Investments July 2009 - June 2010
Russell Investments January 2006 - July 2009
Russell Investments March 2005 - December 2005
ADSFS inc. 1997 - 2005
Washington Business Week August 1996 - August 2004
Skills
Financial Analysis, Operations Management, Product Management, Analytics, Certified Project..., Project Implementation, Project Delivery, Program Management, Management Consulting, Contract Management, Vendor Management, Data Management, Cost Analysis, Cost Management, People Management, Cross-functional Team..., Team Management, Strategic Planning, Employee Hiring, Team Building, Business Process..., Policy/Procedure..., Internal Controls, Data Quality, Quality Management, Budgeting, Banking, Change Management, Forecasting, Financial Reporting, KPI, Mentoring, Outsourcing, Risk Management, Investment Banking, SLA, Training & Development, Management, Analysis, Project Management, Process Improvement, Portfolio Management, Financial Services, Investments, Mutual Funds
Education
Seattle University 1993 — 1995
Masters of Science
University of Washington, Michael G. Foster School of Business 1990 — 1992
Bachelor of Arts in Business Administration
University of Washington 1988 — 1992
BA
Snohomish High School 1986 — 1988
College Prepatory
Santas Castle April 2014 - April 2015
United States Army October 2013 - December 2014
Russell Investments April 2011 - October 2013
Neighborcare Health January 2011 - April 2011
Russell Investments November 2010 - December 2010
Guidance Corporation October 2010 - November 2010
Tsoi/Kobus & Associates February 2009 - October 2010
WHDH-TV April 2008 - December 2008
WeatherBug August 2007 - April 2008
AWS Convergence Technologies 2007 - 2008
Skills
Outlook, PowerPoint, Social Media, Microsoft Excel, Event Planning, Customer Service, Microsoft Word, Fundraising, Adobe Creative Suite, Social Networking, InDesign, Time Management, Graphic Design, Negotiation, Analysis, Marketing, Salesforce.com, Recruiting, Budgets, Research
Education
CSB 2007 — 2008
TV Radio Broadcasting
Alpha One Flight School 2004 — 2006
Private Pilot
Plymouth State University 2000 — 2004
Meteorology, Meteorology, Mathematics
Russell Investments June 2013 - Present
Russell Investments December 2012 - February 2013
Seattle Pacific University September 2011 - January 2013
UBS Wealth Management September 2012 - December 2012
Dutch Brothers Coffee January 2009 - July 2011
Skills
Data Entry, Time Management
Education
Seattle Pacific University 2011 — 2013
Bachelor of Arts, Business Administration
Rogue Community College 2009 — 2011
Associate of Science, Oregon Business Transfer Degree
Russell Investments July 2015 - Present
Russell Investments July 2013 - Present
Russell Investments January 2013 - May 2013
Four Horsemen Investments September 2012 - May 2013
Wingman Brewers October 2012 - January 2013
Russell Investments June 2012 - August 2012
Business and Leadership Office August 2011 - December 2011
Phi Delta Theta Fraternity December 2010 - December 2011
Lighthouse Oceanfront Resort June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Event Planning, Facebook, Social Media, Microsoft Word, Microsoft Office, Customer Service, Public Speaking, Economics, YouTube, Non-profits, Research, Outlook, Sales, Social Networking, Event Management, Investments, Finance, Business Development
Education
University of Puget Sound 2009 — 2013
Bachelor's of Arts, Business and Leadership
Queen Mary, U. of London 2012 — 2012
Study Abroad Spring 2012, Entrepreneurship and Finance
IMS Expert Services October 2010 - Present
National Park Service March 2011 - July 2014
Russell Investments May 2009 - October 2009
Russell Investment Group January 2008 - March 2009
Riseden's Jewelers April 2001 - August 2008
Bank Of New York Mellon 2007 - 2008
Mellon Financial August 2006 - February 2007
Mellon Analytical Solutions November 2004 - July 2006
Russell / Mellon Analytical Services 2001 - 2004
Pierce County Planning and Land Services 1999 - 2001
Skills
Procurement, Strategic Planning, Budgeting, Microsoft Office, Team Building, Negotiation, Process Improvement, Contract Negotiation, Risk Management, Customer Relations, Excel, Business Analysis, Change Management, Analysis, Customer Service, Product Development, Program Management, Research, Vendor Management, Mergers, Problem Solving, PowerPoint, Word, Compliance, Access, Business Strategy, Visio, Outlook, Product Management, Data Analysis, Administration, Documentation, Financial Modeling, Contract Management, Vendor Relations, Financial Analysis, Business Process, Purchasing, Business Process..., Operations Management, Mentoring, Project Planning, Contract Negotiations, Requirements Analysis, Business Planning, Business Management, Cross-functional Team..., Analytics, Telecommunications, New Business Development
Education
Saint Martin's University 2002 — 2006
MBA
Saint Martin's University 1999 — 2001
Bachelor
Saint Martin's University 1999 — 2001
Bachelor
Amazon June 2015 - Present
Seattle International Film Festival June 2011 - Present
Amazon December 2012 - July 2015
University of Washington, Michael G. Foster School of Business March 2014 - June 2014
Foundation of International Understanding Through Students(FIUTS) @ UW September 2009 - June 2014
Russell Investments October 2012 - January 2013
University of Washington March 2012 - December 2012
Undergraduate Research Program February 2010 - December 2012
Associated Students of the University of Washington (ASUW) September 2009 - December 2012
Liaoning Hua Kai Real Estate Development CO. LTD July 2012 - August 2012
Skills
Time Management, Microsoft Office, Marketing Strategy, SQL, Java, Research, Corporate Finance, Web Design, VBA, Accounting, Visual Studio, Operations Management, Python, ER Modeling, Database Management, Event Planning, Public Relations, Leadership Development, Event Management, Social Networking, Classes taken related..., JavaScript, Personal Finance, Organizational..., International Business, Team Leadership, Social Media, Customer Service, Written & Oral..., Weka, PHP, HTML + CSS, CRM software, Mobile Games, Hadoop, Quantitative Analysis, Cold Calling, Conflict Management, Consumer Behavior, Economic Modeling, Business Communications, Mentoring, Elections, Clerical Skills, Instructing, Network Design, System Design, Persuasive Presentation..., Network Administration, International Business...
Education
University of Washington, Michael G. Foster School of Business 2013 — 2014
Master's Degree, Information System (MSIS), 3.74 / 4.00
University of Washington, Michael G. Foster School of Business 2009 — 2012
Bachelor's Degree, Business Administration: Finance / Information System, 3.63 / 4.00
Seattle Central Community College 2010 — 2010
Quarter College Classes, Business Administration, 3.95
Bargreen Ellingson September 2013 - Present
Dover Corporation July 2011 - July 2013
Russell Investments March 2010 - July 2011
Russell Investments January 2008 - March 2010
Halbert Hargrove January 2007 - December 2007
Skills
Bloomberg, Family Business, Investments, Entrepreneurship, Financial Analysis, Private Companies, Sales
Education
Seattle Pacific University - School of Business and Economics 2003 — 2007
Finance
Russell Investments June 2011 - Present
Russell Investments January 2010 - June 2011
Russell Investments April 1995 - March 2010
Home Savings of America 1985 - 1991
Skills
Product Management, Leadership, Management, Mutual Funds, Customer Service, Institutional, Investments, Investment Management, Institutional..., Banking, Trading, Asset Allocation
Education
San Diego State University-California State University 1984 — 1989
Bachelor, Economics and Finance
Retired August 2015 - Present
Russell Investments November 2009 - Present
Russell Investments 2003 - November 2009
Russell Investments 1994 - 2003
Russell Investments 1977 - 1994
Skills
SharePoint, VBA, Business Analysis, Systems Analysis, Microsoft Office, User Interface Design, Writing, Graphic Design, Editing, ITIL v3 Foundations..., Technology Training, Analysis, ITIL, Documentation, Business Process, Business Process..., Requirements Analysis, Software Documentation, Leadership, Requirements Gathering, Business Requirements, Training, Enterprise Software, Visio, SDLC
Education
University of Washington 1990 — 1992
none, Liberal Arts
Texas A&M University 1975 — 1976
none, Journalism
Seattle Pacific University 1974 — 1975
none, English
HOOPP (Healthcare of Ontario Pension Plan) March 2013 - Present
HOOPP (Healthcare of Ontario Pension Plan) December 2011 - February 2013
HOOPP (Healthcare of Ontario Pension Plan) May 2008 - December 2011
Bank of New York Mellon February 2007 - April 2008
Russell Investments August 2006 - February 2007
RBC Dexia Investor Services May 2003 - August 2005
Skills
Fixed Income, Analytics, Derivatives
Education
Ryerson University 2002 — 2006
Bachelor of Commerce (Honours), Finance
Kel-Tech Plastics March 2014 - Present
Alexander Exhibit November 2013 - December 2013
DaVita August 2011 - August 2013
Russell Investments August 2010 - March 2011
Washington Youth Soccer 2010 - 2010
Various Companies February 2002 - June 2009
Russell Investment Group February 2004 - April 2009
CRG Events February 2001 - April 2001
Michael Ziegler Photography 1999 - 2001
One Reel June 2000 - September 2000
Skills
Project Coordination, Account Management, SharePoint, Event Planning, Project Management, Outlook, Customer Service, Microsoft Office, Program Management, Process Improvement, Event Management, Microsoft Excel, Strategic Planning, Marketing, Leadership, Training, Office Management, Data Analysis, Software Documentation, Teamwork, Problem Solving, Mentoring, Translation, Writing, Strategic Communications, Target Audience, Communication Skills, Time Management, Reporting & Analysis, Confidentiality, Vendor Relationships, Interior Design, Landscape Photography, Purchase Orders, Team Building, Friendly Personality, Compassion, Analytical Skills, Logical Thinker, Thinking Outside The Box, Highly responsible, Follow Through, Document Processing, Invoice Processing, Creative Writing, Creative Problem Solving, Project Planning, Administrative..., Business Development, Public Speaking
Education
Seattle University 1996 — 2001
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Universidad Ibero-Americana Golfo Centro 2000 — 2000
Study Abroad Program, History, Literature, Culture, and Language
Bates White Economic Consulting July 2014 - Present
Princeton Annual Giving Office September 2010 - June 2014
Princeton University Dining Services September 2010 - June 2014
Princeton Student Agencies September 2010 - June 2014
Russell Investments June 2012 - August 2012
Self January 2006 - August 2010
Skills
Spanish, French, Communication Skills, Teamwork, Microsoft Excel, Microsoft Office, Microsoft Word, Organization, Multi Tasking, Critical Thinking, Problem Solving, Highly resourceful, Superior Work Ethic, Self-motivated Team..., Leadership, Energetic Self-Starter, Flexibility, Enthusiastic, Quantitative, Outstanding verbal, Oral & Written..., High level of initiative, Conflict Resolution, Outstanding..., Written & Oral..., Intellectually Curious, Data Analysis, Econometrics, Research, Public Speaking, PowerPoint, Economics, Editing, Social Media, Stata, Writing, Analysis, Nonprofits
Education
Princeton University 2010 — 2014
Bachelor's Degree, Economics; minors in Spanish and French, 3.86 Dept. GPA; 3.76 Cum. GPA
Princeton University 2010 — 2014
Bachelor's degree, Economics
Birdie Social December 2011 - Present
Sugar Plum Daycare April 2011 - December 2011
Maternity leave May 2010 - February 2011
Telecare Corporation January 2010 - May 2010
Nevada Power Company February 2009 - December 2009
Laid Off August 2008 - February 2009
Seifert Immigration Law Offices December 2007 - August 2008
Modus Interpreting August 2007 - December 2007
Russell Investments June 2000 - August 2007
Skills
Spanish - speak, read,..., Typing - 70wpm, Business Planning
Education
Pierce College at Fort Steilacoom 2000 — 2003
Associates in Business Administration, Business, Spanish
Rogers High School 1998 — 2001
High Honors Diploma
Russell Investments April 2003 - Present
Dwyer Pemberton & Coulson, PC January 2000 - January 2003
Skills
Alternative Investments, Asset Allocation, Asset Management, Auditing, CPA, Customer Service, Equities, Event Planning, Investments, Mutual Funds, Risk Management, Series 7, Strategic Financial..., Tax, Wealth Management
Education
University of Washington 1998 — 2000
BA Business, Accounting
Pierce College at Puyallup 1996 — 1998
Business Transfer, Business Administration and Management, General
Russell Investments February 2010 - Present
Van Kampen February 2006 - February 2010
Morgan Stanley April 2004 - February 2010
Morgan Stanley April 2004 - February 2006
Education
Ramapo College of New Jersey 2000 — 2003
Finance
Rowan University 1997 — 2000
Russell Investments June 2015 - Present
Seattle University Student Events & Activities Council May 2015 - Present
Seattle University January 2015 - Present
Seattle University September 2014 - Present
Lawson Station June 2014 - September 2014
Punahou School August 2011 - May 2013
Skills
Teaching, Facebook, iMovie, Tutoring, Research, PowerPoint, Editing, Social Media, Tumblr, Blogging, Public Speaking, Event Planning
Education
Seattle University 2013 — 2017
Bachelor of Arts (B.A.), Psychology
Seattle University 2013 — 2017
Bachelor of Arts (B.A.), Economics
Punahou School 2007 — 2013
High School Graduate Degree
Volt Information Sciences February 2015 - Present
BRPH February 2014 - August 2014
ZGF Architects LLP October 2013 - January 2014
Ecolab (through Adecco) June 2013 - September 2013
University of Washington July 2011 - May 2013
Russell Investments December 2010 - March 2011
Klein DeNatale Goldner January 2009 - May 2010
Walter & Wilhelm Law Group February 2003 - September 2008
Skills
Research, Community Outreach, International Relations, Editing, Public Speaking, Time Management, Policy Analysis, Intercultural..., Nonprofits, Politics, Data Analysis, Public Policy, International..., Public Relations, Leadership, Teamwork, Event Planning, Project Management, Political Science, Fundraising, Legal Writing, Policy, Grant Writing, Microsoft Office, Spanish, Project Planning, Newforma, Prolog, WebEx, PowerPoint, Microsoft Publisher, Visio, Microsoft Word, Microsoft Excel, Organization, Executive Calendar..., Heavy Calendaring, Outlook, Report Writing, Managing Database, Coordinate Meetings, Managing Deadlines, Managing Processes, Managing Meetings, Project Coordination, Management, Training, Customer Service, Analysis, Social Media
Education
University of Washington 2010 — 2013
Bachelor of Arts (B.A.), International/Global Studies and Comparative History of Ideas
Seattle Central Community College 2009 — 2010
Associate of Arts (A.A.), General Studies
Russell Investments February 2014 - Present
Russell Investments July 2013 - February 2014
Fred Hutchinson Cancer Research Center October 2011 - July 2013
Seattle Pacific University June 2010 - June 2011
Skills
Microsoft Office, SharePoint, Event Management, Non-profits, Homelessness, Proposal Writing, Sociology, Nonprofits, Leadership, Investment Strategies, Analysis, Public Relations, Budgets, Project Management, Time Management
Education
Seattle Pacific University 2007 — 2011
B.A., Communication Studies & B.A., Christian Theology, Magna Cum Laude
Expedia, Inc. March 2015 - Present
Expedia, Inc. October 2011 - February 2015
Russell Investments May 2010 - October 2011
Tata Consultancy Services July 2005 - October 2011
The Nielsen Company July 2005 - April 2010
Skills
C#, Java, WCF, Object Oriented Design, Algorithms, Data Structures, Creative Problem Solving, Agile Methodologies, SQL, Unit Testing, Ant, NHibernate, ASP.NET, Subversion, JavaScript, Design Patterns, LINQ, Powershell, Spring, Web Applications, TFS, XML, Scrum, TeamCity, WiX, TDD, Pair Programming, Continuous Integration, JIRA, Ivy, MVC, jQuery, Databases, Web Services, JUnit, .NET, ASP.NET MVC, SDLC, Requirements Analysis, Solution Architecture, Git, Maven
Education
PSG College of Technology 2001 — 2005
Bachelor of Engineering (B.E.), Computer Science and Engineering
Alaska Billing Services Inc April 2012 - Present
Drexel Investments March 2012 - Present
Nth Degree CPAs, PLLC November 2011 - February 2012
Dimension Group October 2011 - November 2011
Russell Investments December 2010 - September 2011
Russell Investments May 2009 - December 2010
Russell Investments November 2007 - April 2009
Alaska Airlines January 2005 - November 2007
Smith Barney January 2004 - December 2004
Skills
Financial Modeling, Process Improvement, Financial Analysis, Investments, Communication Training, Leadership, Strategy, Budgets, Project Management, Corporate Finance, Project Planning, Training, Finance, Analysis, Six Sigma, Commercial Aviation
Education
Seattle University
MBA
University of Alaska Anchorage
BBA, Triple major: Finance; Management; Marketing
All Star Directories October 2009 - June 2011
Life Technologies October 2008 - May 2009
Russell Investments October 2000 - November 2004
Franciscan Health System March 1999 - October 2000
Skills
Business Intelligence, Databases, SQL, Access, Forecasting, Business Requirements, Data Analysis, Analysis, Analytics, Microsoft Excel, Microsoft Word, Salesforce.com, Pivot Tables, SiteCatalyst, Data Flow, Web Analytics, Adobe Analytics
Education
San Diego State University-California State University 2006 — 2007
BS, Management Information Systems
San Diego City College 2005 — 2006
AS, Computer Information Systems
Russell Investments September 2011 - Present
Clark Nuber October 2009 - September 2011
Clark Nuber January 2007 - October 2009
Holland America Line May 2005 - October 2006
Skills
Accounting, Auditing, GAAP, Financial Statements, Microsoft Excel, Process Improvement, Internal Controls, Analysis, General Ledger, Financial Accounting, CPA, Financial Reporting
Education
Seattle Pacific University 2002 — 2006
B.A., Accounting
J.P. Morgan September 2012 - Present
Russell Investments July 2011 - August 2012
Fidelity Investments October 2009 - July 2011
UBS Financial Services July 2003 - May 2009
Skills
Strategy, CRM, Project Management, ETFs, Asset Allocation, Cross-functional Team..., Salesforce.com, Business Development, Investments, Wealth Management, Leadership, Financial Services, Business Strategy, Management, Product Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
Executive MBA
Vanderbilt University 1999 — 2003
Economics
Russell Investments June 2015 - Present
Seattle Pacific University September 2012 - Present
Seattle Pacific University's Center for Career and Calling September 2014 - June 2015
Seattle Pacific University September 2012 - June 2015
Seattle Pacific University Theatre, Music Theatre of Idaho, Idaho Shakespeare Festival 2009 - 2015
Meridian Parks and Recreation June 2013 - August 2014
Seattle Repertory Theatre September 2012 - June 2014
Skills
Public Speaking, Social Media, Acting, Customer Service, Event Planning, Communication, Team Leadership, Management, Writing, Teamwork, Leadership, Microsoft Office, Theatre, Singing, Debate, Marketing Strategy, Performing Arts, Facebook, PowerPoint
Education
Seattle Pacific University 2012 — 2016
Bachelor of Business Administration (BBA), Marketing, Cumulative GPA: 3.56
Synapse Product Development October 2012 - Present
Microsoft May 2008 - October 2012
Russell Investments May 2007 - May 2008
Microsoft September 2004 - May 2007
Costco Wholesale July 2001 - September 2004
Skills
Financial Modeling, Strategic Financial..., Analysis, Financial Analysis, Cash Flow, Finance, Management, Managerial Finance, Strategic Planning, Executive Presentations, Budgets, Strategy, Staff Development &..., Leadership, Financial Reporting, Project Planning, Executive Communications, Executive Reporting, Financial Planning, Financial Management, Microsoft Excel, Gross Margin, Microsoft SQL Server, Performance Analytics, Profit & Loss Management, Margin Management, Budgeting & Forecasting, Accounting Software..., Project Leadership, Ongoing Process..., Process Automation, Supply Chain Management, Forecasting, Analytics, Accounting, Cross-functional Team..., Process Improvement, Competitive Analysis, Communication Training, P
Education
Seattle Pacific University 1999 — 2001
Bachelor of Arts: Business Administration, Concentrations: Management and Information Systems, Graduated Cum Laude
Chambers Bay Advisors May 2015 - Present
SowingRoots January 2013 - Present
Lighthouse Wealth Strategies July 2014 - March 2015
Russell Investments February 2003 - July 2014
Russell Investments 2011 - 2013
Russell Investments 2008 - 2011
Russell Investments 2005 - 2008
Russell Investments 2002 - 2005
Skills
Customer Relations, Strategic Planning, Practice Management, Client Services, Public Speaking, Business Development, Relationship Management, Financial Services, Alternative Investments, Asset Allocation, Mutual Funds, Leadership, Customer Service, Strategic Partnerships, Management, CRM, Strategy, Sales, Product Marketing, Business Strategy, Solution Selling, Marketing, Executive Management, Finance, Team Leadership
Education
Seattle Pacific University - School of Business and Economics 2004 — 2006
MBA, Business
Texas Christian University - M.J. Neeley School of Business 2000 — 2002
Bachelor of Arts (BA), Entrepreneurial Management
high school
high school
high school
TIAA-CREF March 2014 - Present
Bank of the West March 2013 - March 2014
Russell Investments May 2010 - November 2012
BlackRock 2009 - 2010
Morgan Stanley Investment Management January 2007 - February 2009
lifeskills 411 1995 - 2007
Stellar Enterprise October 2003 - December 2006
Charles Schwab April 1999 - October 2003
Ernst & Young February 1997 - April 1999
PG&E 1993 - 1995
Skills
Digital Marketing, Marketing Strategy, ETFs, Product Development, Series 7, Institutional, Asset Management, Investments, Retail, FINRA, Capital Markets, Securities, Analytics, Hedge Funds, Pricing, Financial Modeling, Trading, Strategy Development, Equities, Business Strategy, Competitive Analysis, Segmentation, Business Analysis, Vendor Management, Product Marketing, Banking, Business Planning, Analysis, Market Research, Financial Analysis, New Business Development, Direct Marketing, Integrated Marketing, Forecasting, Compliance, Insurance, Financial Planning, Investment Strategies, Strategic Planning, Mergers, Asset, Product Management, Mutual Funds, Portfolio Management, Technology Evangelism, Global Asset Management, Asset Managment, Strategy, Strategic Financial..., Emerging Markets
Education
University of California, Berkeley 1993 — 1997
Bachelor of Arts (B.A.), Political Economics of Industrialized Societies
Saint Mary's College of California 2008 — 2009
MBA, International Business
Hogan Sr. High 1989 — 1992
Diploma
First Manhattan Co. July 2014 - Present
ZA Architecture April 2014 - July 2014
GCM Grosvenor February 2014 - May 2014
Ross Stores May 2012 - January 2014
Russell Investments July 2008 - May 2012
Houlihan Lokey 1998 - 2008
Salomon Brothers 1985 - 1998
Citibank 1981 - 1985
Skills
Asset Management, Microsoft Excel, Team Management, Microsoft Office, Real Estate, Management, Office Management, Outlook, Microsoft Word, Administrative..., Customer Service, Recruiting, Employee Benefits, Vendor Management, Investments, Human Resources, PowerPoint, Mergers & Acquisitions, Strategic Planning, Event Planning, Performance Management, Access, Team Leadership, Event Management, Office Administration, Talent Management, Team Building, Talent Acquisition, Leadership, Project Management, Employee Relations, Project Planning, Budgets, Onboarding
Education
Queens College 1977 — 1981
BA, Sociology
Russell Investments September 2015 - Present
S&P Capital IQ December 2011 - February 2015
TheMarkets.com October 2007 - December 2011
Tillinghast Towers Perrin 1994 - 1998
Skills
Sales, Teaching, Project Management, Photoshop, Budgets, Negotiation, Editing, Team Building, Social Media, Event Planning, Accounting, Teamwork, Public Relations, Relationship Management, CRM, Salesforce.com, client services, Online Research, Gatekeeper, C-Level Executive..., Equities, Management
Education
Saint Peter's University 2001 — 2006
Bachelor of Arts (BA), Elementary Education and Teaching
Russell Investments September 2011 - Present
Independant Consultant August 2007 - Present
Russell Investments July 2010 - September 2011
WebMetro August 2007 - July 2010
Golden State Mortgage Trust, Inc. August 1995 - January 2007
Skills
Web Design, Online Marketing, .NET, C#, Microsoft SQL Server, Software Development, SOAP, Networking, SEM, XML, IT Management, Business Analysis, WCF, ASP.NET, Web Analytics, ASP.NET MVC, Agile Methodologies, Test Driven Development, JavaScript, Project Management, Web Development, IIS, T-SQL, Dreamweaver, Web Applications, Google Analytics, SQL, Enterprise Architecture, LINQ, Security, Scrum, E-commerce, Programming, Public Speaking, SDLC
Education
Riverside City College
Valley View High School
Columbia Pacific Advisors, LLC May 2014 - Present
Russell Investments November 2011 - May 2014
Sommerfeld & Co., Certified Public Accountants February 2011 - November 2011
Skills
Project Management, Fundraising, CRM, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Financial Modeling, Microsoft Word, Outlook, Accounting, US GAAP, Securities Exchange Act..., Securities Exchange Act..., Investment Company Act, Fund Accounting, Peachtree, Finance, Tax, Management, Social Media, Analysis, Financial Statements
Education
Santa Clara University - Leavey School of Business 2006 — 2010
BA, Accounting
Seattle Preparatory School 2002 — 2006
HS Diploma
The Wealth Titans January 2013 - Present
Anders Consulting 2012 - Present
Waverly Anders Group March 2012 - March 2014
Elite Financial Solutions June 2012 - July 2012
SPU Student Investment Fund September 2011 - June 2012
Beta Alpha Psi - Lambda Upsilon Chapter June 2011 - June 2012
Russell Investments January 2011 - June 2012
Alderwood Manor Four Square Church December 2008 - June 2011
Eboys08 October 2004 - December 2008
Skills
Stock Trading, Microsoft Excel, Online Marketing, Analysis, Data Entry, Budgets, Sales, Investments, Event Management, Training, Account Management, Stock Management, Team Leadership, Stock Research, Online Sales, Operations Management, Alternative Investment..., Google Adwords, Investment, Leadership, Management, Microsoft Office, Public Speaking, Social Media, PowerPoint, Customer Service, Finance
Education
Seattle Pacific University 2008 — 2012
Bachelor of Arts (B.A.), Accounting
Russell Investments March 2013 - Present
Russell Investments October 2012 - March 2013
Russell Investments February 2006 - October 2012
Russell Investments July 2004 - February 2006
Francisan Health System October 1999 - July 2004
Skills
SharePoint, Risk Management, Financial Services, Management, Financial Analysis, Trading, Equities, Asset Management, Business Process, Finance
Education
Pierce College 1997 — 2000
Associate of Arts and Sciences (A.A.S.)
Russell Investments July 2014 - Present
Sinopec Zhongyuan Petroleum Exploration Bureau June 2012 - August 2012
Skills
Portfolio Management, Equity Research, Microsoft Office, VBA, Matlab, C++, Statistics
Education
Rutgers University-New Brunswick 2013 — 2015
Master of Science (M.Sc.), Mathematical Finance
Renmin University of China 2009 — 2013
Bachelor of Science (B.S.), Finance and Applied Mathematics
Russell Investments February 1998 - Present
Education
Pierce College 1993 — 1995
Associate of Arts and Sciences (AAS), Early Childhood Education and Teaching
Russell Investments March 2014 - Present
Towers Watson January 2010 - January 2014
Towers Perrin April 2007 - December 2009
The UPS Store September 1998 - February 2007
Skills
Records Management, Document Management, Online Research, Outlook, Database Admin, Office Administration, Information Management, Access, Process Improvement, Project Management, Database Administration, Lotus Notes, Microsoft Office suite, SharePoint, Opus iNet, Oracle R12, Microsoft Office, Microsoft Excel, Training
Education
Seattle University 1998 — 2002
B.A., English/Creative Writing with a Philosophy Minor
Regis Jesuit High School 1995 — 1998
Casey Family Programs July 2013 - Present
The Polyclinic March 2012 - April 2013
Russell Investments February 2011 - January 2012
Consultant Engagements August 2004 - August 2010
Harland Financial Solutions September 2001 - August 2004
eVoice, Inc. (Acquired by AOL) March 2000 - April 2001
Skills
Project Portfolio..., PMP, SharePoint, Process Improvement, Compliance, Cross-functional Team..., Program Management, SDLC, PMO, Software Project..., Business Analysis, MS Project, Agile Methodologies, Software Development, Vendor Management, Project Management, Business Intelligence, Change Management, Six Sigma, ITIL, Project Planning, CRM, Disaster Recovery, Management, ERP, Leadership, Quality Assurance, Strategy, Team Leadership, Risk Management, Data Center, Visio, Resource Management, Business Process, IT Management, Business Process..., Governance, Microsoft Project
Education
The Boston Conservatory 1989 — 1990
Microsoft 2013 — 2013
MOF Certification
National Shakespeare Conservatory 1993 — 1995
Graduate 2 Year Program
Portland State University 2003 — 2004
Quickstart 2013 — 2013
ASPE Agile Certification Prep Course 2012 — 2012
Yes-Certificate - Agile Certification Prep Course
ALLPMO Network, Inc. 2010 — 2010
Certification
ASPE IT PM Training Class 2007 — 2007
Yes-Certificate-Advanced IT PM Training
International Institute for Learning 2006 — 2006
Certification
PMTI - Project Management Training Institute 2006 — 2006
Certification
Sarah Hoisington & Associates June 2010 - Present
Russell Investments 2009 - 2010
HSBC 2001 - 2009
The Boston Consulting Group 1996 - 2000
US Bank 1993 - 1996
The Boston Consulting Group 1990 - 1993
Education
Rice University
Russell Investments June 2014 - Present
Fidelity Investments February 2013 - June 2014
BlackRock October 2006 - January 2013
State Street Research/BlackRock June 2004 - October 2006
Morgan Stanley Wealth Management September 1997 - June 2004
Skills
Separately Managed..., Asset Managment, Series 7, Series 63, Series 65, Fixed Income, Alternative Investments, Mutual Funds, Capital Markets, Wealth Management, Personal Financial..., Strategic Financial..., High Net Worth..., CIMA, Sales Presentations, Sales, Relationship Management, Retirement Planning, Wealth Management..., Variable Annuities, Fixed Annuities, Investment Management, Equities, Bonds, Asset Allocation, ETFs, Asset Management, Financial Planning
Education
Providence College 1993 — 1997
Bachelor of Science, Management/Finance
Boston College High School 1989 — 1993
Quora September 2013 - Present
Experis September 2012 - August 2013
Russell Investments May 2012 - August 2012
Albers School of Business and Economics June 2011 - June 2012
Albers School of Business and Economics March 2011 - June 2012
Seattle University Student Events and Activities Council June 2009 - June 2012
College Fashionista December 2010 - May 2011
Allied Integrated Marketing [Formerly Terry Hines & Associates] June 2010 - September 2010
Seattle University November 2009 - June 2010
Kirkland Teen Union Building October 2007 - May 2008
Skills
Recruiting, Sourcing, Cold Calling, Technical Recruiting, Internet Recruiting, Applicant Tracking..., Customer Service, Social Media, Blogging, Social Networking, Event Planning, Event Management, Talent Booking, Talent Management, Publicity, Promotions, Fundraising, Microsoft Office, Raiser's Edge, InDesign, Photoshop, Web Design, Web Content, Launch Experience, Report Writing, Digital Photography, Collaboration, Resume Writing, Music Industry, Talent Acquisition, Marketing, Human Resources, Management, Business Development, Time Management, Project Management, Networking, Entrepreneurship, Hiring, College Recruiting, Employee Benefits, Staffing Services, Taleo
Education
Seattle University 2008 — 2012
Bachelor of Arts in Business Administration, Management
Inglemoor High School 2005 — 2008
Russell Investments October 2013 - Present
Russell Investments June 2013 - September 2013
Russell Investments February 2013 - June 2013
Nordstrom April 2010 - February 2013
Nordstrom October 2010 - April 2011
Nordstrom September 2009 - April 2010
Destiny Worldwide January 2009 - December 2009
Lydig Construction July 2009 - September 2009
Jamba Juice June 2007 - July 2009
Skills
Sales, Customer Service, Self Management, Time Management, Team Building, Teamwork, Problem Solving, Analysis, Coaching, Microsoft Excel, Research, Risk Management, Management, PowerPoint, Access, User Acceptance Testing, Microsoft Office, Interpersonal..., Employee Relations
Education
Seattle Pacific University 2011 — 2013
Bachelor of Science, Applied Mathematics with a concentration of Business
Cascadia Community College 2007 — 2011
Associates, Integrated Studies
County of Sonoma June 2013 - Present
Pickrell House November 2004 - Present
OD Excellence June 2010 - February 2011
Russell Investments 2002 - October 2004
Capital One January 2000 - December 2002
Capital One 2000 - 2002
Vanguard International January 2000 - January 2000
Vanguard International January 1999 - January 2000
Independent Electrical Supply January 1998 - August 1999
Independent Electric Supply 1998 - 1999
Skills
Typing, Copy Editing, Photoshop, Research, Public Speaking, Adobe Acrobat, Newsletters, Proofreading, Graphic Design, Social Networking, PowerPoint, Microsoft Word, Blogging, Microsoft Excel, Strategic Planning
Education
Westwood College 2006 — 2008
Associates of Science (AS), Graphic Design and Multimedia
Santa Rosa Junior College 1995 — 1998
Culinary Arts
State Street April 2011 - Present
Russell Investments September 2006 - November 2010
Fidelity Investments February 2005 - September 2006
WM Group of Funds December 2002 - February 2005
State Street Corporation August 1996 - October 2002
Skills
Mutual Funds, Fixed Income, Equities, Investments, Asset Management, Securities, Bloomberg, Financial Services, Derivatives, Financial Analysis, Investment Strategies, Fund Administration, Corporate Actions, Relationship Management
Education
Salve Regina University 1991 — 1995
Bachelor of Science (BS)
Matthews Asia February 2013 - Present
Tamarac Inc. May 2011 - June 2012
Russell Investments 2006 - May 2011
Prudential Investments 1998 - 2005
INVESCO Funds Group 1997 - 1998
Warburg Pincus Funds 1994 - 1997
Skills
Alternative Investments, New Business Development, Investments, Separately Managed..., mutual funds, Relationship Management, Product Marketing, Sales Management, Corporate Social..., Mutual Funds, Asset Allocation, Strategy, Portfolio Management, Investment Management, Financial Services, Fixed Income, Equities, Business Development
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
Princeton University 1984 — 1988
AB, Sociology
Russell Investments January 2015 - Present
Skills
Investment..., Commentaries, Messaging, Marketing Communications, ETFs, Marketing Strategy, Project Management, Process Improvement, Financial Services, Financial Markets, Fixed Income, Equities, Series 7, MBA, Internal Communications, Competitive..., Finance, Management, Asset Allocation, Strategy, Mutual Funds, Financial Modeling, Portfolio Management, CRM, Asset Managment, Marketing, Investments, Asset Management, Product Management
Education
Santa Clara University 2007 — 2009
MBA, Finance and Marketing
University of California, Los Angeles 1998 — 2002
BA, Economics and International Development
Monta Vista High School 1994 — 1998
Russell Investments 2011 - Present
DQI, LLC February 2002 - March 2011
Group Partners September 2008 - March 2010
DecisionStreet.com February 2006 - December 2007
Onyx Software 2001 - 2002
RevenueLab April 2000 - December 2000
Divine Interventures / Sales Divine 2000 - 2000
Aventos 1999 - 2000
Inseon 1995 - 1999
NortonHoffberg 1989 - 1995
Skills
Strategy, CRM, Business Development, Marketing Strategy, Leadership, Marketing Communications, Marketing, Financial Services, Go-to-market Strategy, Training, Organizational..., Marketing Management, Sales, Business Strategy, Selling
Education
George Washington University 1975 — 1977
BA, Political Science
Principia College 1973 — 1975
BA, Political Science
East High School 1970 — 1973
Russell Investments August 2015 - Present
MUFG Americas December 2014 - Present
MUFG Americas February 2012 - Present
JP Morgan Chase December 2009 - February 2012
ICG Commerce March 2009 - December 2009
JP Morgan Chase / Washington Mutual 2005 - 2009
Providian Financial 1997 - 2005
Ross Stores 1995 - 1997
Mac Frugals / Pic N Save Discount Stores June 1993 - May 1995
Skills
Accounts Payable, Analysis, Analytics, Ariba, Automation, Banking, Budgets, Business Analysis, Business Process..., Business Strategy, Change Management, Contract Management, Contract Negotiation, Cross-functional Team..., E-procurement, Enterprise Software, Executive Management, Financial Analysis, Financial Modeling, Financial Risk, Financial Services, Forecasting, Global Sourcing, Integrated Marketing, Leadership, Management, Mergers & Acquisitions, Negotiation, Operations Management, Outsourcing, Pricing, Process Improvement, Procurement, Product Management, Program Management, Project Management, Project Planning, Purchasing, RFP, Relationship Management, Risk Management, SDLC, Sales, Six Sigma, Sourcing, Spend Analysis, Strategic Planning, Strategic Sourcing, Strategy, Supplier Development
Education
St. Mary's College of California 2002 — 2007
Silver Creek High School 1987 — 1991
High School
Laird Norton Wealth Management August 2009 - Present
Russell Investments April 1993 - November 2008
Deloitte & Touche August 1988 - April 1993
Skills
Wealth Management, Leadership, Management, Wealth Management..., Nonprofits, Asset Allocation, Investments, Mutual Funds, Asset Management, Portfolio Management, Alternative Investments, Investment Management
Education
Seattle Pacific University 1986 — 1988
BA, Accounting
State Street Bank 2012 - Present
Russell Investments 2011 - 2012
Credit Suisse 2007 - 2011
Merrill Lynch Europe 2004 - 2007
J&W Seligman 1995 - 2003
Skills
Asset Management, Hedge Funds, Wealth Management, Alternative Investments, ETFs, Private Banking, Asset Managment, Derivatives, Investment Banking, Structured Products, Equities, Private Equity, Portfolio Management, Financial Services, Investments, Financial Advisory, Mutual Funds, Strategy
Education
Saint Bonaventure University 1986 — 1990
Russell Investments August 2010 - Present
Microsoft November 2008 - August 2010
Washington Mutual April 2005 - July 2008
Hollywood Video June 2004 - March 2005
Skills
Fixed Income, Trading, Derivatives, Data Analysis, Financial Analysis, Financial Modeling, Equities, Bloomberg, Portfolio Management
Education
University Of Washington 2009 — 2012
MBA, Business / Finance
Reed College 2000 — 2004
Economics, Macro, Micro, Finance, Econometrics
University of Oxford 2002 — 2003
Russell Investments 2010 - Present
Vertafore 1995 - 2010
Haight Carpet 1999 - 1999
OCS Technologies 1992 - 1995
Education
Seattle Pacific University 1988 — 1992
BS, Computer Science
Everett High School
Russell Investments December 2010 - Present
Russell Investments January 2003 - November 2010
Russell Investment Group January 2004 - January 2005
Education
University of Washington 1987 — 1989
BS, MS, Engineering
The University of North Dakota 1984 — 1987
BS, Aeronautics
Santa Clara University 1982 — 1984
Chemistry/Biology
Aon Hewitt Investment Consulting November 2011 - Present
Russell Investments April 2009 - September 2011
Russell Investments January 2008 - April 2009
Russell Investments May 2006 - December 2007
Russell Investments March 2003 - May 2006
Russell Investments October 2000 - February 2003
EES Consulting March 2000 - September 2000
National Basketball Association June 1999 - August 1999
ASSU September 1998 - June 1999
Skills
Investments, Analytics, Process Improvement, Data Analysis, Capital Markets, Budgets, Financial Services, Portfolio Management, Finance, Mutual Funds, Asset Allocation, Product Development, Strategic Partnerships
Education
Seattle University 1997 — 2000
BABA, Finance
Russell Investments March 2013 - Present
Russell Investments February 2011 - March 2013
Russell Investments June 2009 - February 2011
Seattle Department of Transportation 2009 - 2009
National Oceanic and Atmospheric Admin. August 2002 - December 2007
Skills
Bloomberg, Asset Allocation, Equity Research, Financial Modeling, Fixed Income, Excel, PowerPoint, Trading, Microsoft Excel, Derivatives, Investments, Portfolio Management, Finance
Education
Seattle University 2006 — 2009
Masters of Science, Finance
Xavier University of Louisiana 1998 — 2002
BS, Physics
Symetra Financial January 2015 - Present
Russell Investments May 2014 - January 2015
AssetMark (formerly Genworth Wealth Management) June 2011 - May 2014
Edward Jones April 2010 - June 2011
UnitedHealth Group January 2008 - April 2010
JS General Agency June 2004 - January 2008
Pacific Life Insurance Company August 2001 - May 2004
Skills
Licensed Real Estate..., Series 7, Series 66, Insurance, Sales, Sales Management, Negotiation, Training, Data Manipulation, Management, Fixed Annuities, Financial Analysis, Financial Services, Analysis, Securities, Microsoft Excel, Uniform Combined State..., Health Insurance, Portfolio Management, Small Business, Investments, Strategy, Finance, Process Improvement, Leadership, Selling, Employee Benefits, Life Insurance, Banking, Sales Operations, Forecasting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2008
MBA, Finance
University of California, Irvine 1997 — 2001
BA, Economics
Clover Park Technical College September 2008 - Present
Russell Investments October 2000 - April 2005
Russell Investment Group 1994 - 2000
Russell Investment Group 1992 - 1997
Skills
Investment Management, Editing, Public Speaking, Advertising, Marketing, Copy Editing, Creative Writing, Nonprofits, Teaching
Education
Princeton University
Washington University in St. Louis
MA, History
Self Employed March 2012 - Present
Russell Investments July 2005 - March 2012
SunGard Advisor Technologies 1997 - 2005
Page Mill Asset Management 1991 - 1995
Skills
Investment Strategies, Portfolio Management, Due Diligence, Financial Services, Alternative Investments, Asset Managment, Investments, Asset Allocation, Hedge Funds, Risk Management, Fixed Income, Wealth Management, Equities, Investment Management, Mutual Funds, Investment Advisory, Trading, Retirement, Bloomberg, Securities
Education
Saint Mary's College of California 1995 — 1996
BA, Business Management
Russell Investments September 2015 - Present
Russell Investments September 2011 - Present
Mercer Investment Consulting July 2009 - September 2011
Fisher Investments June 2008 - September 2008
Alaska Permanent Fund Corporation June 2007 - September 2007
Enterprise Rent-A-Car June 2006 - September 2006
Skills
Investments, Alternative Investments, Finance, Equities, Mutual Funds, Fixed Income, Bloomberg, Investment Management, Hedge Funds, Financial Modeling, Financial Services, Asset Management, Portfolio Management, Economics, Asset Allocation
Education
Seattle University 2005 — 2009
BABA, Finance & Business Economics
Russell Investments July 2008 - Present
Symetra Financial June 2005 - March 2008
Laird Norton Tyee March 2004 - June 2005
Harris Direct April 1997 - December 2004
Skills
Portfolio Management, Investments, Asset Management, Risk Management, Financial Services, Asset Allocation, Finance, Trading, Management, CRM, Business Strategy, Project Management, Alternative Investments
Education
University of Washington, Seattle - Business School 1991 — 1996
Bachelors, Business
Seattle Pacific University - School of Business and Economics
MBA, Finance
Russell Investments June 2011 - Present
Russell Investments January 2005 - July 2011
Russell Investments August 1998 - January 2005
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Fixed Income, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Investment Advisory, Hedge Funds, Capital Markets, Securities
Education
Queen's University 1989 — 1993
BCOM, Finance
Russell Investments September 2010 - Present
AETO 2009 - Present
Slyngshot Solutions 2002 - Present
Signature Vacations 2009 - 2010
Fidelity Retirement Services 2000 - March 2009
Fidelity Investments March 2000 - February 2009
MacTemps 1998 - 2000
MacTemps 1998 - 2000
Skills
Web Design, Graphic Design, Motion Graphics, jQuery, ASP.NET, CSS, Illustrator, Cinema 4D, Unity3D, Post Production, Mobile Applications, Adobe Creative Suite, User Interface Design, User Experience, Dreamweaver, Advertising, User Interface, Flash, Creative Direction, Interaction Design, Information Architecture, After Effects, Corporate Branding, Flash Animation, WordPress, Logo Design, Art Direction, Graphics, Brand Development, Illustration, Video Editing, Typography, Photoshop, CMS, Multimedia, Mac, InDesign, Adobe Fireworks, Website Development, Corporate Identity, XHTML, User Experience Design, ActionScript, Branding & Identity, Brochures, Email Marketing, SEO, Web Development, HTML 5, Layout
Education
Ryerson University 2006 — 2007
University of Manitoba 1991 — 1996
Bachelor of Fine Arts (BFA), Graphic Design
Maples Collegiate 1989 — 1992
IWF Northern California January 2014 - Present
Russell Investments April 2010 - October 2011
Intuit July 2008 - September 2009
Charles Schwab March 1997 - July 2008
Pacific Bell August 1980 - March 1997
Skills
Leadership, ITIL, Information Technology, Vendor Management, Infrastructure, Program Management, Integration, Cloud Computing, IT Strategy, Enterprise Architecture, SDLC, Process Improvement, Cross-functional Team..., SaaS, Disaster Recovery
Education
Purdue University 1975 — 1979
BS
Davita 2010 - Present
Russell Investments November 2004 - August 2008
Education
Seattle Pacific University 1988 — 1988
Economics, Accounting
EJB Facilities Services June 2010 - Present
Russell Investments 2007 - 2009
Ericsson October 2000 - November 2001
Skills
Process Improvement, Management, Quality Assurance, Microsoft Office, Project Management, Customer Service, Compliance, Inspection, ISO, Office Management, Office Administration, QuickBooks, Quality Control, Visio, Analysis, Software Documentation, Project Planning, Access, Risk Management, Quality Management, Program Management, Business Process..., Microsoft Excel, Data Analysis, SDLC, PMP, Requirements Analysis, Operations Management, Change Management, Troubleshooting, Cross-functional Team..., Leadership, Team Building, Vendor Management, Integration, Training, Team Leadership, SharePoint
Education
Richland Community College
Engineering Technology
SEI August 2015 - Present
AssetMark November 2009 - July 2015
Russell Investments March 2008 - November 2009
Russell Investments May 2004 - March 2008
Skills
Strategic Consulting, Investment Strategies, Wealth Management, Asset Allocation, Alternative Investments, Series 7, Asset Management, Retirement Planning, Series 66, Investment Products
Education
University of Arizona 1997 — 2000
Bachelor of Science in Business Administration, Accounting
Pierce College at Puyallup 1995 — 1997
Associate of Arts and Sciences (A.A.S.)
Russell Investments January 2008 - Present
Russell Investments June 2005 - January 2008
Brown Brothers Harriman March 1999 - May 2005
Buck Consultants June 1998 - March 1999
Skills
Capital Markets, Investment Strategies, Asset Allocation, Analysis, Alternative Investments, Fixed Income, Mutual Funds, Portfolio Management, Equities, Investment Management, Economic Research, Investments, Wealth Management, Bloomberg, Asset Management, Financial Modeling
Education
Rutgers, The State University of New Jersey-Newark 1994 — 1998
B.S., Finance, with honors
HighMark Capital Management March 2013 - Present
MultiCare Health System December 2012 - March 2013
Associated Chiropractors February 2010 - December 2012
Russell Investments September 1999 - April 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop
Education
Pierce College at Fort Steilacoom
Sensata Technologies December 2014 - Present
Expeditors International February 2010 - December 2014
Expeditors 2010 - 2012
Russell Investments 2000 - 2009
LMN Architects 1997 - 2000
Esterline 1992 - 1997
Skills
Integration, Process Improvement, Project Management, EDI, Information Technology, CRM, Business Analysis, Program Management, Management, SDLC, Analytics, Data Analysis, Training, SAP, Business Strategy, EDI Integration, Cross-functional Team..., Logistics, Business Process, IT Implementations, IT Operations, Information Systems, Business Technology..., SharePoint, Software Documentation, Change Management, Business Process..., IT Management, Troubleshooting, Business Systems..., Systems Implementation, IT Integrations, Vendor Integration, Business Applications, Project Planning, Technical Support, IT Strategy, Account Management, Business Intelligence, Requirements Gathering, ERP, Systems Analysis, ITIL, System Deployment, Operational Efficiency, Driving Efficiency, Leadership, Oracle Release..., Oracle E-Business Suite, Lean Fundamentals
Education
Professional Development 2015 — 2015
Oracle Release Management 12/E-Business Suite (EBS)
Walden University 2007 — 2009
Master of Business Administration (M.B.A.), E-Business
Portland State University 1988 — 1992
Bachelor of Science (B.S.), Communication and E-Business
Professional Development 2013 — 2014
Leadership Platform, Leadership Training
Oracle University 2015 — 2015
Oracle Order Management
Oracle University 2015 — 2015
E-Commerce Gateway
Russell Investments April 2011 - Present
Russell Investments February 2010 - May 2011
Capital Group October 2007 - February 2010
Capital International September 2005 - December 2007
Capital International September 2003 - August 2005
Capital Group September 2001 - September 2003
Skills
French, Series 7, Investments, Series 66, German
Education
School of Oriental and African Studies, U. of London 2004 — 2006
M.A., International Studies & Diplomacy
Smith College 1998 — 2001
BA, International Relations
Lycee Francais de Berlin 1995 — 1998
Abitur, Baccalaureat, Philosophy, French, Germany, English
Presentation de Marie 1993 — 1995
International School - La Grande Boissiere 1993 — 1993
John F Kennedy School 1984 — 1993
Russell Investments February 2014 - Present
Russell Investments May 2012 - Present
Russell Investments July 2011 - May 2012
Outback Steakhouse September 2008 - June 2011
Skills
Education
Seattle Pacific University - School of Business and Economics 2007 — 2011
KMS Financial Services, Inc. April 2015 - Present
Philips Healthcare January 2014 - January 2015
Biking Bilboards March 2013 - January 2014
Russell Investments March 2013 - November 2013
Marketing / Project Planning & Implementation 2010 - 2013
Forward Management 2008 - 2010
Accessor Capital Management 1999 - 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Entrepreneurship
Education
Purdue University 1985 — 1989
Bachelor of Arts (B.A.), Marketing and Communications
Carmel High School 1981 — 1985
Russell Investments December 2013 - Present
Russell Investments October 2010 - December 2013
Charles Schwab October 2007 - October 2010
Charles Schwab September 2006 - October 2007
Peregrine Financial Group August 2004 - December 2004
Skills
Bloomberg, Excel, Siebel, Investments, Series 7, Equities, Client Service, Financial Analysis, Customer Relations, Zephyr Style Advisor, Derivatives, Fixed Income, ETFs, Investment Advisory, Mutual Funds, Asset Allocation, Finance, Options, Trading, Securities, Financial Services, Microsoft Excel, Investment Strategies, FINRA, Alternative Investments, Series 63, Relationship Management, Wealth Management
Education
Rollins College 2001 — 2005
B/A, International Business
Providence Health & Services January 2011 - Present
MultiCare Health System January 2010 - December 2010
Russell Investments January 2006 - April 2009
Russell Investments October 2004 - January 2006
Russell Investments April 2002 - October 2004
Russell Investments January 2000 - April 2002
Puyallup School District September 1996 - January 2000
Skills
Epic Systems, SharePoint, Visio, EHR, Business Analysis, Software Documentation, Healthcare Information..., Process Improvement, HIPAA, Crystal Reports, EMR, SDLC
Education
Saint Martin's University
Bachelor of Arts, Technology Education
Blackbaud December 2012 - February 2013
Russell Investments April 2010 - December 2011
CGI Services to Russell Investments June 2007 - April 2010
Mega Brands America August 2006 - June 2007
City of Puyallup April 2006 - June 2006
Vision Computing June 2005 - June 2006
Skills
Active Directory, Windows Server, Windows 7, Windows XP Pro, Mobile Devices, Blackberry, VMware Workstation, VMware Server, Outlook, Microsoft Office, End User Training, Technical Trainers, Data Recovery, Remote Installation..., Norton Ghost, Radia, Package Management, Install Point, Group Policy, NTFS, Printers, Print Servers, Scripting, Remote User Support, Hardware Support, Networking, Ticketing Systems, System Administration, Customer Service, Communication Skills, Windows 2000, File Servers, Projectors, Switches, Cat5, Wireless Networking, Citrix, BMC Remedy, Credant, IT Project Leadership, System Monitoring, Lease Administration, Technical Documentation, Document Management, Software Deployment, Troubleshooting, User Acceptance Testing, Microsoft SQL Server, Change Management, On-Call
Education
Pierce College 2004 — 2006
AS, Computer Network Engineering
Pierce College 2004 — 2006
Certificate, Computer Systems Administration
Russell Investments December 2013 - Present
Russell Investments June 2011 - December 2013
Moody's Analytics January 2010 - June 2011
Skills
C#, WinForms, ASP.NET, VBA, SQL, Matlab, Axioma, Bloomberg, FactSet, Equity Research, Quantitative Analytics, Regular Expressions, Investment Management, Hedge Funds
Education
Queensland University of Technology 2009 — 2009
Honours, Finance
Queensland University of Technology 2005 — 2008
Bachelor, Mathematics/Business (Banking & Finance)
QED Financial Systems, Inc. August 2011 - Present
Threshold Group January 2005 - August 2011
Russell Investments November 1995 - December 2004
Skills
Lead Performance Analyst, Coordination of..., Data Quality Control, Product Development, Operational Efficiency, Work Well Independently, Problem Solving
Education
Saint Martin's College 1990 — 1995
Bachelor's degree, Accounting
Russell Investments October 2004 - Present
Franciscan Foundation March 2002 - October 2004
Thompson Dicks Consulting February 2001 - February 2002
Gordon Thomas Honeywell February 1992 - February 2001
Education
Renton Technical College 1979 — 1980
Legal Secretary, Legal Administrative Assistant/Secretary
Renton Vocational Technical College
Legal Secretary
Northwest Door, Inc. July 2015 - Present
Russell Investments July 2014 - Present
TrueBlue Inc. April 2013 - July 2014
TrueBlue Inc. August 2011 - April 2013
Skills
Payroll Taxes, Accounts Receivable, Multi-state Payroll..., Account Reconciliation, Invoicing, Customer Service, Microsoft Excel, Financial Analysis
Education
Saint Martin's University 2009 — 2011
Bachelor's Degree, Accounting
South Puget Sound Community College 2006 — 2009
Associate's Degree, Business Administration and Management, General
Self-Employed 2012 - 2014
Russell Investments January 2012 - February 2012
Education
Rhode Island School of Design 2014 — 2018
Bachelor of Graphic Design, Graphic Design/Liberal Arts and Sciences, Freshman
Rhode Island School of Design 2014 — 2018
Graphic Design