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
Russell Investments July 2013 - April 2014
Microsoft April 2012 - September 2012
J.P. Morgan July 2010 - February 2011
JPMorgan Chase March 2002 - October 2009
Skills
Software Documentation, Process Improvement, Troubleshooting, SharePoint, Incident Management, Technical Support, ITIL, Visio, Vendor Management, Databases, Microsoft Office, Customer Service, Problem Management, Service Desk, IT Operations, Root Cause Analysis, IT Service Delivery, Project Management, Microsoft Excel, Active Directory, Problem Solving, Communication, Analysis, Creative Solutions, Employee Training, Strategic Planning, Strategic Thinking, Critical Thinking, Big-picture Thinking, Free Thinking, Collaborative Problem..., End User Training, Data Analysis, Business Process..., Business Analysis, Management
Education
Sonoma State University 1992 — 1998
BA, English
South Seattle Community College 2012 — 2014
Mathematics/Calculus & SQL
Russell Investments June 2015 - Present
University of Michigan September 2013 - May 2014
Nomura Securities June 2013 - July 2013
Nomura Securities February 2012 - February 2012
Jervis B. Webb Company October 2011 - December 2011
Skills
Data Analysis, C++, Quantitative Finance, C, VBA, SQL, R, Matlab, Financial Modeling, Statistics, Probability Theory, Verilog, Microsoft Office, Signal Processing, Electronics
Education
University of Washington 2014 — 2016
Master's degree, Computational Finance & Risk Management
University of Michigan 2012 — 2014
Bachelor of Engineering (BE), Electrical and Electronics Engineering, 3.8
Shanghai Jiao Tong University 2010 — 2014
Bachelor of Engineering (BE), Electrical and Computer Engineering
Platform Capital September 2013 - Present
Russell Investments February 2012 - December 2012
Pinnacle Wealth Brokers EMD October 2011 - February 2012
Skills
DCF Valuation, Financial Modeling, M&A Modeling, Investments, Alternative Investments, Corporate Development, Business Development, Securities, Mutual Funds, Relationship Management, Equities, Private Placements, Hedge Funds, Private Equity, Mezzanine Debt, Wholesaling, Sensitivity Analysis
Education
CFA Institute
2016 Level 3 Candidate in the CFA Program
The University of Lethbridge 2002 — 2006
BA, Psychology
Adecco Staffing, USA - for Russell Investments June 2015 - Present
Tableau Software April 2015 - June 2015
Russell Investments January 2014 - April 2015
Microsoft February 2013 - December 2013
T-Mobile USA, Inc June 2007 - December 2012
Talisma Corporation May 2006 - June 2007
PACCAR Inc December 2003 - May 2006
AT&T Wireless Services March 2002 - October 2003
Cambridge Technology Partners December 1999 - November 2001
WorldStream Communications October 1998 - December 1999
Skills
Contract Negotiation, Intellectual Property, Corporate Law, Negotiation, Procurement, Strategic Sourcing, Contract Management, Management, Purchasing, Legal Compliance, Vendor Management, Wireless, Telecommunications, Software Licensing
Education
Seattle University School of Law
JD, Law
University of Washington
BA, English, Cum Laude
Forest Ridge School of the Sacred Heart
GrubHub January 2015 - Present
Amazon April 2014 - October 2014
Russell Investments November 2013 - April 2014
Bill & Melinda Gates Foundation July 2013 - November 2013
US Department of Health and Human Services January 2013 - May 2013
The Advisory Board Company 2011 - 2013
George Washington University 2010 - 2013
Skills
Salesforce.com, Human Resources, Jobvite, iCIMS, Recruiting, Sourcing, Applicant Tracking..., CRM Databases, Event Planning, Adobe Creative Suite, Microsoft Office, International Logistics, Web Design, CSS, XHTML, Visio, SharePoint, SQL, Travel Planning, Expense Management
Education
The George Washington University
Bachelor of Arts (B.A.)
Russell Investments September 2013 - Present
Russell Investments January 2001 - Present
Russell Investment Group June 2007 - September 2013
Russell Investments January 2003 - June 2007
Russell Investments January 1993 - December 2000
Education
Seattle University 1993 — 1995
Master's Degree, finance
University of Puget Sound 1987 — 1991
Bachelor's Degree, Economics
Pantheon January 2002 - Present
Capital Z Partners 1998 - 2001
Russell Investments 1995 - 1998
United States Department of Defense 1992 - 1994
Hoover Institution September 1991 - May 1992
Morgan Stanley 1989 - 1991
Skills
Venture Capital, Corporate Development, Private Equity, Alternative Investments, LBO, Investor Relations, Investments, Due Diligence, Growth Capital, Private Placements, Fund Of Funds, Buyouts, Valuation, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Hedge Funds, Investment Banking, Equities, Emerging Markets, Start-ups, Strategy, Deal Sourcing, Asset Management
Education
Stanford University 1991 — 1992
Master of Arts (M.A.), International Policy Studies
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Arts (B.A.), International Relations and Affairs
Getty Images June 2013 - Present
14th Ave S Condo Homeowners Association February 2005 - Present
Getty Images August 2011 - June 2013
Russell Investments October 2004 - August 2011
CGI February 2002 - August 2011
Verizon Wireless October 1999 - February 2002
Master Distributors October 1997 - October 1999
Skills
Disaster Recovery, Customer Service, Coordination, Microsoft Office, Contract Negotiation, Problem Solving, User Experience, User Acceptance Testing, Windows, ITIL, Vendor Management, IT Service Management, Incident Management, Process Improvement, Program Management, Troubleshooting, SharePoint, Testing, Team Leadership, Project Management, Management, Project Planning
Education
Western Governors University 2011 — 2014
Bachelor's degree, Business Management
Shoreline Community College 1997 — 1999
Business
Russell Investments September 2010 - Present
Russell Investments April 2005 - September 2010
Wells Capital Management January 2002 - April 2005
Strong Financial Corporation January 2002 - April 2005
United States Marine Corps June 1994 - May 1999
Skills
Investments, Portfolio Management, Mutual Funds, Securities, Derivatives, Investment Management, Asset Allocation, Investment Strategies, Alternative Investments, Cross-functional Team..., Hedge Funds, Fixed Income, Process Improvement, Equities, Product Management, Asset Managment, Financial Services, Asset Management, Management, Risk Management, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Project, SharePoint, Project Management, Data Analysis, Visio, Process Flow, Stage-Gate, Project Governance, Program Management, Contract Negotiation, Contract Management, ERISA, FINRA, Retirement, Separately Managed..., Defined Contribution, Project Planning
Education
Southern Illinois University, Carbondale 1999 — 2002
B.S., Financial Management, 3.73 Cum Laude
BSHS 1990 — 1994
Russell Investments March 2010 - Present
Russell Investments July 2008 - March 2010
All Fund Mortgage April 2005 - May 2007
Columbia Bank June 2003 - December 2004
BECU November 1999 - June 2003
JPMorgan Chase January 1999 - October 1999
Skills
Transactional Taxes, Account Reconciliation, SALT Income Tax..., Analysis, Microsoft Excel, Microsoft Word, Outlook, FIN 48 Compliance (SALT), Financial Accounting, Accounting, Auditing, Access, Financial Analysis, Financial Statements, Budgets, Financial Reporting
Education
University of Washington 2006 — 2009
BA, Business Administration - Accounting
Tacoma Community College 2005 — 2006
Associate Degree, Business
Society Consulting (Microsoft) October 2014 - Present
Society Consulting (Microsoft) December 2012 - September 2014
University of Washington December 2011 - December 2012
ESE Corporation April 2003 - August 2010
Russell Investments April 2007 - January 2009
Republic Parking NW (Tacoma Marriott - Downtown) July 2005 - December 2006
Skills
Data Analysis, Microsoft Excel, Financial Analysis, Business Analysis, PowerPoint, Access, Microsoft Office, Communication, Requirements Analysis, Spreadsheets, Research, Teamwork, Time Management, Statistics, Spanish, Customer Service, Trend Analysis, SharePoint, Analysis, Process Improvement, Project Management
Education
Universidad Complutense de Madrid 2010 — 2011
Certificate, Spanish and Iberian Studies
University of Washington 2008 — 2011
BA in Business Administration, BA in Global Studies, Finance, Economics, Spanish
Rijksuniversiteit Groningen 2009 — 2010
Certificate, Urban Studies/Affairs
Tacoma Community College 2005 — 2007
AA, Business Administration
FGI (FGI Finance / FGI Risk / FGI Capital / FGI Equity) June 2015 - Present
Russell Investments June 2014 - April 2015
Expeditors International of Washington, Inc June 2012 - June 2014
J.Crew September 2011 - May 2012
Skills
Leadership, Public Speaking, Customer Service, Financial Modeling, Market Research, Strategic Planning, Sales Management, Social Media, PowerPoint, Merchandising, Sales Operations, Financial Analysis, Investments, DCF Valuation, Salesforce.com, Stata
Education
Seattle University 2011 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Economics double major, with Art History minor
New York University - Leonard N. Stern School of Business 2014 — 2015
Bachelor of Business Administration (BBA), Finance and Economics double major
Russell Investments January 2014 - Present
Russell Investments July 2010 - December 2013
Russell Investments June 2008 - July 2010
Skills
Mutual Funds, Separately Managed..., Series 7, ETFs, Alternative Investments, Asset Allocation, Series 63, Investment Strategies, Investments, Asset Managment, Investment Management, Wealth Management, Series 65
Education
Seattle University 2012 — 2014
Master of Business Administration (MBA), Leadership Formation Specialization
University of Puget Sound 2004 — 2008
Bachelor of Arts (B.A.), Economics & Business
Lazard Asset Management July 2015 - Present
Russell Investments June 2014 - June 2015
Seattle University American Marketing Association May 2014 - June 2015
Russell Investments December 2013 - June 2014
Seattle University Albers Placement Center September 2011 - December 2013
Northwestern Mutual June 2012 - January 2013
Skills
Microsoft Excel, Inter-personal Relation..., Customer Service, Time Management, Attention To Detail, Eye for Design, Access, PowerPoint, Microsoft Office, Customer Relations, Microsoft Word, Finance, Accounting, Independent, Efficient, Photoshop, Eloqua, Visio, Leadership, Social Media, Event Planning, Management, Teamwork, Public Speaking, Marketing, Social Networking
Education
Seattle University 2011 — 2015
Bachelor of Arts; 2015, Business Administration; Finance and International Business, 3.85
Findasense July 2015 - Present
Seattle University September 2013 - June 2014
Washington State Dental Association January 2014 - April 2014
Russell Investments December 2013 - February 2014
Skills
Merchandising, Social Media, Customer Service, Cash Management, Food & Beverage, Retail, Childcare, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Cash Handling Experience, Inventory Management, Spanish, Food Safety, Teamwork, Leadership, Customer Satisfaction, Sales, Event Planning, Social Networking, Time Management, Event Management
Education
Seattle University 2011 — 2015
Bachelor of Business Administration (BBA), International Business
Universidad del Norte 2014 — 2014
International Business/Trade/Commerce
Fundación Cimas del Ecuador 2013 — 2013
300 - Level of Spanish Language, Spanish Language, Literature, and Culture
Ventura High School
Ventura High School
Russell Investments May 2015 - Present
Russell Investments February 2015 - April 2015
Russell Investments June 2013 - June 2014
Swarts & Swarts, CPA’s May 2012 - September 2012
Skills
Microsoft Excel, Research, PowerPoint, Public Speaking, Business Communications, Teamwork, Access, Financial Analysis, Microsoft Word, Business Writing
Education
Seattle University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
New York Life Insurance Company April 2013 - October 2013
Russell Investments July 2010 - February 2012
Russell Investments December 2008 - June 2010
Lord, Abbett & Co. LLC June 2006 - November 2008
State Farm Insurance May 2005 - August 2005
Skills
Mutual Funds, Asset, Strategic Financial..., Series 7, Series 66, Certified Financial..., Financial Planning, Investments, Asset Allocation, Asset Management, Portfolio Management, Financial Services, Financial Advisory, Wealth Management, Investment Strategies, Relationship Management, Financial Planners, Sales
Education
Texas Tech University 2002 — 2006
Bachelor of Science, Personal Financial Planning
Texas Tech University 2002 — 2006
Honors College, With Honors
Churchill High School
World Vision January 2013 - Present
World Vision October 2009 - January 2013
Russell Investments March 2005 - October 2009
Russell Investments May 1997 - March 2005
Holland America Line June 1993 - May 1997
Skills
Vendor Management, Business Analysis, Team Management, Management Consulting, Financial Analysis, Financial Planning, Financial Management, Project Planning, Project Portfolio..., Program Management, Cross-functional Team..., Organizational..., Team Leadership, Audit, Client Services, Client Relationship..., Client Engagement, Client Communications, Internal Communications, Non-profit..., Fundraising, Professional Services..., Financial Forecasting, Revenue Forecasting, Budget Management, Budget Preparation, Budget Tracking, Technology Evaluation, Technology Planning, Enterprise Software, Strategic Planning, Strategic Technology..., Auditing, Customer Engagement, Financial Services, Team Building, Budgets, Strategic Financial..., Business Process, Professional Services, Nonprofits, Outsourcing, Leadership, Managerial Finance, Analysis, Change Management, CRM, Organizational..., Project Management, Leadership Development
Education
The Evergreen State College 2014 — 2016
Bachelor’s Degree, Organizational Leadership and Community Development
University of Alaska Anchorage 1991 — 1993
Bachelor's, General Studies
Nu Paradigm Investment Partners, LLC March 2014 - Present
Towers Watson April 2008 - February 2014
Russell Investments 2006 - 2008
Merrill Lynch 2003 - 2006
Bank of America July 2002 - November 2003
Towers Perrin 1997 - 2002
KPMG 1992 - 1995
Skills
Financial Modeling, Portfolio Management, Asset Allocation, Asset Management, Pensions, Investments, Valuation, Alternative Investments, Hedge Funds, Asset Managment, Investment Strategies, Retirement, Investment Advisory, Fixed Income, Investment Management, Mutual Funds, Equities
Education
Syracuse University 1986 — 1990
Bachelor of Arts (B.A.), Mathematics, Philosophy
Morgan Stanley June 2000 - Present
Marsh & McLennan Companies, Inc. January 1999 - June 2000
Microsoft October 1997 - November 1998
Russell Investments August 1996 - October 1997
Skills
Project Management, Requirements Analysis, Information Architecture, User Interface Design, Strategic Planning, Software Documentation, Project Documentation, Contextual Inquiry, Concept Ideation, Technical Writing, Diagramming, Process Mapping, Prototyping, Usability Testing, Visio, Process Improvement, Heuristic Evaluation, Business Analysis, Information Design, Project Planning, Requirements Gathering, Analysis, User-centered Design, Team Leadership, Business Process Design, Requirements Management, Problem Solving, Functional..., Business Process Mapping, Software Project..., Training, Prime Brokerage, Business Process..., Banking, Financial Services, Vendor Management, Business Intelligence, Trading Systems, Fixed Income
Education
Sewanee-The University of the South 1988 — 1992
BA, English
E*TRADE Financial November 2013 - Present
COPD Foundation January 2012 - Present
Johnson & Johnson June 2013 - October 2013
Russell Investments January 2010 - December 2011
RGD Associates April 2009 - December 2009
Deutsche Bank October 1999 - March 2009
Prudential Insurance Company September 1997 - September 1999
Verizon June 1988 - September 1997
Skills
Organizational..., Marketing, Sales Management, IT Outsourcing, BPO, Executive Management, Organizational Design, Offshoring, Business Transformation, Talent Management, Change Management, Restructuring, HR Strategy, Mergers, Succession Planning, Organization..., Leadership Development, Performance Management, Program Management, Strategy Development, Executive Coaching, Employee Engagement, Process Engineering, Talent Acquisition, Business Strategy, Vendor Management, Compensation, Financial Modeling, Process Improvement, Change Leadership, Team Building, IT Governance, Organizational Change, Strategic Planning, Mentoring, Organizational..., Team Leadership, Culture Change, People Management, Customer Relations, Employee Relations, Organizational..., Management, Personnel Management, Strategy, Human Resources, Mergers & Acquisitions, Recruiting, Outsourcing, Governance
Education
Seton Hall University 1986 — 1988
MBA, Finance
Seton Hall University
Bachelor of Science, Marketing
Russell Investments September 2013 - Present
Becker Professional Education September 2013 - Present
Deloitte & Touche September 2011 - August 2013
Grant Thornton LLP October 2009 - September 2011
Education
Seattle University 2007 — 2008
Master of Accounting, Accounting
Western Washington University 2003 — 2007
Bachelor of Arts, Accounting
Access Consciousness August 2015 - Present
Russell Investments September 2011 - December 2011
Eaton Vance December 2006 - June 2011
Skills
Investments, Business Development, Leadership, Product Management, Asset Managment, Mutual Funds, Strategy, Series 7, Portfolio Management, Alternative Investments, Asset Management, Investment Advisory, Time Management, Investment Strategies, Asset Allocation, Strategic Planning, Thought Leadership, Business Analysis, Financial Modeling, Valuation, Securities, Risk Management, Private Equity, Fixed Income, Financial Services, Trading, Business Strategy, Hedge Funds, Investment Management, Product Marketing, Marketing, Digital Marketing, Series 63, Management, Investment Banking, Strategic Financial..., Integrated Marketing, Social Media, Relationship Management, Start-ups, Bonds, Financial Analysis, Marketing Strategy, Project Management, Capital Markets, Equities, Wealth Management
Education
The University of Connecticut School of Business 1991 — 2004
Bachelors of Science, Marketing
Ridgefield High School 1986 — 1989
Russell Investments July 2014 - Present
Greenwood Liquor and Grocery, Inc. June 2012 - July 2014
Bank of America July 2008 - August 2012
ConocoPhillips May 2006 - June 2008
Sears, Roebuck and Co. September 2001 - March 2007
Skills
Marketing, CRM, Investments, Forecasting, Auditing, Finance, Financial Accounting, Customer Service, Credit, Analysis, Leadership, Sales, Financial Analysis, Budgets, Management
Education
University of Washington 2009 — 2011
Bachelors, Accounting and Finance
Shoreline Community College
Associates of Arts, Business
Mark Asset Management September 2015 - Present
Russell Investments November 2012 - August 2015
Amnesty International September 2012 - November 2012
The ONE Campaign December 2011 - June 2012
Russell Investments June 2011 - August 2011
DAI November 2009 - May 2010
Russell Investments June 2009 - August 2009
Skills
International Relations, Strategy, Research, Marketing, Blogging, Nonprofits, Strategic Planning, Microsoft Office, Social Media
Education
The George Washington University 2008 — 2012
Bachelor of Arts (B.A.), International Relations and Affairs
University of Cape Town
Study Abroad
Washington State Supreme Court August 2015 - Present
Russell Investments January 2015 - May 2015
Honorable Ricardo S. Martinez, U.S. District Court for the Western District of Washington May 2014 - September 2014
Preg O'Donnell & Gillett PLLC May 2013 - October 2013
Skills
Trials, Legal Writing, Litigation, Westlaw, Legal Research, LexisNexis, Public Speaking, Pleadings, Civil Litigation, Product Liability, Appeals, Document Review, Courts
Education
Seattle University School of Law 2012 — 2015
Juris Doctor, Magna Cum Laude
University of Washington
Bachelor of Arts (BA), Political Science and Government
World Affairs Council of Seattle February 2015 - Present
Dir April 2013 - Present
Russell Investments March 2012 - Present
World Affairs Council of Seattle January 2010 - Present
Russell Investments September 2006 - June 2012
Hillis Clark Martin & Peterson, P.S. 2003 - 2006
Orrick, Herrington & Sutcliffe LLP 2001 - 2003
Skills
Hedge Funds, Asset Managment, Capital Markets, Securities, Investment Management, Alternative Investments, Financial Services, Strategy
Education
Duke 1998 — 2001
JD/LLM
University of North Carolina at Chapel Hill 1994 — 1998
BA, Economics
The University of Hong Kong
Law
The London School of Economics and Political Science (LSE)
Economics
Russell Investments December 2013 - Present
Russell Investments November 2012 - December 2013
Russell Investments June 2009 - November 2012
State Street Bank October 2005 - February 2009
State Street Bank August 2004 - September 2005
State Street Bank July 2003 - July 2004
Deutsche Bank June 2000 - June 2003
Bankers Trust October 1995 - May 2000
Lloyds TSB Bank 1987 - 1990
Skills
Vendor Management, Strategy, Relationship Management, Financial Services, Global Custody, Offshoring, Business Development, Outsourcing, Performance Measurement, BPO, Benchmarking, Customer Service, Risk Management, Management, CRM, Business Transformation, Banking Relationships, RFP Generation, Globalization, Fee, Negotiation, Strategic Planning, Change Management, Business Process..., Executive Management, Due Diligence, Process Improvement, Fund Administration, Governance, Securities Lending, Investment Management, Customer Relations, Commercial Negotiations, Enterprise Relationship..., Fee Benchmarking, BPO Offshoring, Project Management, PMP
Education
The University of Edinburgh 1993 — 1994
MSc, Geographical Information Systems, Pass
University of Nottingham 1990 — 1993
BA (Hons), Geography, 2:1
Waltham Toll Bar 1980 — 1987
Starbucks June 2014 - Present
Intellectual Ventures November 2013 - June 2014
Russell Investments March 2011 - September 2013
Liberty Mutual Insurance February 2008 - January 2011
JPMorgan Chase 2005 - 2007
Computer Sciences Corporation 1998 - 2005
JPMorgan 1992 - 1998
IBM June 1990 - June 1991
Skills
Project Management, Infrastructure Projects, Financial Sector, PMP, Program Management, PMO, Project Portfolio..., IT Service Management, Agile Methodologies, Change Management, Enterprise Software, Management, Leadership, Security, Software Development, Analysis, Scrum, Service Delivery, Databases, Project Planning, Unix, Analytics, Systems Development..., ITIL v3 Foundations..., Value Stream Mapping, RFP, Certified Scrum Master..., Capacity Management, Release Management, Investment Banking, Demand Management, Portfolio Management, Infrastructure, Financial Services, SDLC, Business Analysis, Outsourcing, User Acceptance Testing, Virtualization, Requirements Gathering, IT Strategy, Strategy, Data Warehousing, Information Technology, Enterprise Architecture, IT Management, Vendor Management, Requirements Analysis, Disaster Recovery, Project Delivery
Education
The University of Salford 1988 — 1992
BSc Hons, Information Technology
J.P. Morgan July 2013 - Present
Russell Investments June 2012 - May 2013
Seattle University Redhawk Fund March 2012 - March 2013
Russell Investments February 2012 - June 2012
Seattle Specialty Insurance Services June 2010 - September 2010
Ocean Beauty Seafoods June 2009 - September 2009
Skills
Excel, Bloomberg Terminal, EDGAR, PowerPoint, Pivot Tables, FactSet, Technical Writing, Vlookup, Outlook, Sumif, Morningstar, Public Speaking, Manager Research, Equities
Education
Seattle University 2008 — 2013
Bachelor of Arts in Business Administration, Accounting; Finance, and Economics
Snohomish High School 2004 — 2008
Russell Investments September 2012 - Present
Russell Investments January 2012 - September 2012
Cricket Communications July 2011 - September 2011
City of Spokane Aquatics June 2009 - July 2011
NORTHEAST YOUTH CENTER December 2007 - August 2008
Pacific Sunwear April 2007 - December 2007
Skills
Retail, Customer Service, Inventory Management, Sales, Time Management, Microsoft Excel, Merchandising, Leadership, Outlook, PowerPoint, Vendor Management, Project Planning, Access, Forecasting, Martial Arts, Data Analysis, Procurement, Training, Social Media, Financial Modeling, Project Management, Interpersonal Savvy, Male Grooming, Program Management, Sourcing, Budgets, Contract Negotiation, Financial Analysis
Education
Western Washington University 2009 — 2011
Bachelor of Science, Finance, Minor in Accounting
Spokane Falls Community College 2006 — 2008
Associate of Applied Arts
Deloitte August 2015 - Present
Deloitte September 2013 - Present
Russell Investments June 2012 - June 2013
Sound-Eklin Medical Systems June 2011 - September 2011
Penske Automotive Group June 2008 - September 2008
Skills
Microsoft Excel, Microsoft Office, Accounting, Tax Preparation, Investments, Vlookup, Sumif, Pivot Tables, Outlook, Social Media, Financial Analysis, Sales & Use Tax, Business & Operational..., State Tax
Education
Seattle University 2008 — 2013
Bachelor of Arts (B.A.), Accounting and Finance
Brophy College Preparatory 2004 — 2008
Mielke's Painting & Remodeling April 2014 - Present
The Home Depot January 2013 - March 2014
Freelance Market Researcher 2011 - January 2013
Washington State Liquor Control Board 2009 - 2011
Keller Williams Realty 2006 - 2009
Russell Investments July 1996 - April 1998
Russell Investments 1986 - 1996
Russell Investments 1983 - 1986
Russell Investments July 1981 - 1984
Skills
Customer Service, Merchandising, Retail, Inventory Management, Microsoft Office, Microsoft Word, Microsoft Excel, Visual Merchandising, Cashiering, Loss Prevention, PowerPoint, Store Management, Data Entry, Inventory Control, Sales, Problem Solving, Marketing Communications, Work Well Independently, Social Networking
Education
Tacoma Community College 1984 — 1986
Busness
Tacoma Community College
CMA Financial Services November 2011 - August 2012
Regence BlueCross BlueShield Association May 2010 - October 2011
Russell Investments September 2006 - April 2009
Russell Investments May 2005 - September 2006
United Airlines May 2004 - March 2005
FlightSafety Boeing Training International January 2002 - January 2002
United Airlines January 2000 - January 2001
Skills
Project Coordination, Project Planning, MS Project, Software Project..., Project Delivery, Project Finance, Vendor Management, Vendor Relations, Team Building, Business Analysis, Conflict Resolution, Process Improvement, Organizational..., Educational Leadership, Cross-functional Team..., Leadership Development
Education
Southern Illinois University, Carbondale 2004 — 2007
MS.ED, Workforce Education Development and Training
Southern Illinois University, Carbondale 2001 — 2003
BS, Workforce Education Development and Training
Colonial Life January 2014 - Present
Casto Creations - Elegant Handcrafted Jewelry Designs August 2000 - Present
Aflac January 2010 - December 2013
Russell Investment Group 2005 - April 2010
Russell Investments 2000 - 2005
Skills
Analysis, Microsoft Excel, Microsoft Word, Organization, Insurance, Employee Benefits, Small Business, Marketing, Team Building, Life Insurance, Strategic Planning, Public Speaking, Business Analysis, Program Management, Management, Accident, Term Life Insurance, Disability Insurance, Entrepreneurship, Recruiting, Customer Service, Critical Illness
Education
Washington State University 2000 — 2004
Bachelor of Business Administration, Political Science and Government
South Puget Sound Community College 1996 — 1998
Russell Investments January 2014 - Present
Microsoft July 2011 - January 2014
White Pacific Securities, Inc. June 2010 - September 2010
Guotai Junan Securities Co., Ltd July 2008 - September 2008
Skills
C++, C#, Matlab, SQL, Excel, VBA, Derivatives, Quantitative Finance, Hedging, Time Series Analysis, Data Mining
Education
University of Minnesota-Twin Cities 2009 — 2011
Master of Science (M.S.), Financial Mathematics
Sun Yat-Sen University 2005 — 2009
Bachelor's Degree, Mathematics and Applied Mathematics
Russell Investments October 2012 - March 2014
Quorum Review March 2011 - September 2012
Microsoft March 2008 - April 2011
WaMu July 2006 - January 2008
WaMu May 2005 - June 2006
WaMu October 2003 - May 2005
WaMu May 2002 - October 2003
GE June 2000 - May 2002
GE May 1999 - May 2000
GE 1998 - 1999
Skills
PMP, Agile Project Management, Business Analysis, Process Improvement, Software Project..., Program Management, Agile Methodologies, SDLC, C#, Project Management, Vendor Management, JavaScript, SharePoint, Management, IT Management, IT Strategy, Integration, Business Process..., Strategy
Education
PMI 2002 — 2015
PMP, Project Management Professional Certification
Stanford University 2004 — 2005
SCPM, Advanced Project Management Program
University of Nebraska-Lincoln
BS, Computer Science & Engineering
Providence Health & Services May 2014 - Present
Providence Health & Services August 2012 - May 2014
Providence Health & Services June 2010 - November 2012
Russell Investments May 2010 - June 2010
Pepperwood Partners June 2009 - April 2010
JPMorgan Chase August 2002 - May 2009
Washington Mutual August 2002 - October 2008
Smith Pacific Consulting November 2001 - August 2002
Bioceutix Corporation May 1999 - November 2001
LPL January 1998 - May 1999
Skills
Business Intelligence, Six Sigma, Team Building, Training, Systems Management, Asset, Integration, Project Management, Governance, ERP, Project Planning, Agile Methodologies
Education
The University of Dallas
MBA, International Human Resources
University of North Texas
BBA, Business Computer Information Systems
Russell Investments January 2004 - April 2009
Russell Investments October 1997 - 2000
Russell Investmnts 1994 - 2000
Education
Tacoma Community College 1984 — 1986
Business Administration
Pierce College 1980 — 1982
AA Program, Business Administration
BNY Mellon July 2006 - Present
Russell Investments September 2004 - May 2006
Russell Investments December 2000 - September 2004
State Street December 1995 - May 1998
Skills
Portfolio Management, Investment Operations, Financial Markets, Database Administration, Microsoft Office, Process Improvement, Mutual Funds, Equity Derivatives, Performance Measurement, Bloomberg, Factset, Morningstar, Derivatives, Equities, Investments, Trading, Asset Management, Investment Management
Education
Seattle University 1999 — 2001
MBA, Business Administration
University of Delaware 1991 — 1995
BA, Economics, International Relations
Facebook July 2015 - Present
Russell Investments February 2014 - June 2015
Federal Home Loan Bank of Seattle September 2013 - December 2013
Allianz Life June 2013 - August 2013
University of Minnesota, Carlson School of Management January 2012 - December 2012
University of Minnesota September 2005 - September 2009
Skills
Quantitative Finance, Quantitative Analytics, Numerical Simulation, Forecasting, Statistical Modeling, Data Analysis, Machine Learning, Matlab, Python, R, C++, Monte Carlo Simulation, Numerical Analysis, Applied Mathematics, Derivatives, Unix, SAS, Stata, Fortran, Mathematica, Financial Modeling
Education
University of Minnesota - Carlson School of Management 2009 — 2013
PhD (ABD), Finance, GPA 3.9
London School of Economics and Political Science 2011 — 2011
Computational Macroeconomics
University of Minnesota-Twin Cities 2005 — 2009
PhD, Physics, GPA 4.0
Kharkiv National University 1999 — 2005
BS, MS, Physics, GPA 4.0
Russell Investments January 2015 - Present
Russell Investments November 2012 - Present
Skills
Microsoft Excel, Data Analysis, Databases, Database Administration, Cash Flow Reporting, Ad Hoc Reporting, Salesforce.com, Operational Due..., Superior Client Service, Analysis, Client Services, Customer Service, Economics, Event Planning, Financial Analysis, Management, Marketing, Microsoft Office, PowerPoint, SQL
Education
Seattle University 2008 — 2012
Bachelor of Arts; 2012, Business Administration, Finance Business major
Hooker & Holcombe Investment Advisors, Inc December 2005 - Present
Merrill Lynch 2004 - 2005
Russell Investments January 1998 - July 2003
Advest, Inc. June 1992 - January 1998
Dean Witter (Morgan Stanley) & Fidelity (National Financial Services) 1983 - 1992
WUTR-TV, WVEC-TV, WVIT-TV, WHCN-Radio 1975 - 1982
Skills
Asset Allocation, Risk Management, Defined Contribution, Public Speaking, Asset Managment, Pensions, Series 7, Mutual Funds, Investment Strategies, Wealth Management, Investments, Investment Advisory, Portfolio Management, Investment Management, Alternative Investments, Hedge Funds, Fixed Income, Equities, ETFs, Strategic Financial..., Financial Advisory, Retirement
Education
Syracuse University 1974 — 1975
MS, Broadcasting/Film
University at Buffalo 1971 — 1973
BA, Anthropology
Russell Investments May 2014 - Present
Russell Investments December 2011 - May 2014
Russell Investments October 2009 - January 2012
Russell Investments June 2006 - October 2009
Russell Investment Group August 2004 - June 2006
Skills
ITIL, Performance Measurement, Vendor Management, Business Analysis, SharePoint, Disaster Recovery, IT Service Management, Change Management, Outsourcing, Microsoft SQL Server, IT Strategy, Virtualization, Strategic Planning, Enterprise Architecture, Data Center, SDLC, Windows Server, Team Leadership, Management, Product Management, Service Delivery, Leadership, Infrastructure, IT Management, IT Operations, Service Management, Information Technology, Integration, Consulting, CRM, Cloud Computing, Solution Architecture, Business Intelligence, Incident Management, Project Portfolio..., Project Delivery, Business Process..., Security, PMP, System Deployment, Business Process, Governance, Enterprise Software, IT Outsourcing, Software Project..., Requirements Analysis, Microsoft Technologies, Business Continuity, Problem Management
Education
Strayer University (VA) 1996 — 2001
Bachelor's of Science, Computer Information Systems
University of North Carolina at Chapel Hill 1982 — 1983
Pre-Medicine/Pre-Medical Studies
Russell Investments November 2014 - Present
BECU June 2011 - November 2014
Seattle Bank June 2009 - April 2011
Charter Bank August 2007 - May 2009
Applied Motion Systems April 2007 - August 2007
People's Community Credit Union February 2006 - April 2007
Mt. McKinley Bank April 2000 - April 2005
Skills
Accounting, Auditing, Internal Controls, General Ledger, Accounts Receivable, Accounts Payable, Journal Entries, Banking, Financial Analysis, Risk Management, Financial Reporting, Microsoft Office, Process Improvement, Management, Account Reconciliation, Internal Audit
Education
The Evergreen State College 1995 — 1998
BS, Environmental Science
Centralia Community College 1993 — 1995
AA, General
K&L Gates June 2013 - August 2013
K&L Gates May 2012 - August 2012
Teach For America June 2008 - June 2011
Weyerhaeuser June 2005 - August 2005
Russell Investments June 2004 - August 2004
Skills
Legal Research, Legal Writing, Litigation, Civil Litigation, Westlaw, Appeals, Trials, Public Speaking, Academic Advising, Microsoft Office, Microsoft Excel, Microsoft Word, Commercial Litigation, Writing, Creative Writing
Education
Stanford University 2004 — 2008
Bachelor of Arts (BA)
University of Michigan Law School
Juris Doctor (J.D.)
Broadmark Capital, LLC 2015 - Present
Cascadia Capital October 2014 - April 2015
Goldman Sachs May 2014 - August 2014
Russell Investments June 2013 - May 2014
Russell Investments February 2013 - June 2013
Skills
Microsoft Excel, Investments, Leadership, Financial Analysis, Finance, Accounting, Social Media, Public Speaking, Management, Business Strategy, Economics, Research, Equity Research, Investment Banking
Education
University of Washington, Michael G. Foster School of Business 2011 — 2015
Bachelor of Arts (BA), Finance, Information Systems
The London School of Economics and Political Science (LSE) 2014 — 2014
Finance and IT Study Abroad Program
Gig Harbor High School
Connelly Law Offices May 2011 - Present
United States District Court – Western District of Washington January 2015 - May 2015
Connelly Law Offices May 2014 - August 2014
Russell Investments May 2013 - August 2013
Connelly Law Offices May 2010 - August 2010
Skills
Data Analysis, Research, Public Speaking, Statistics, SPSS, Legal Writing, Analysis, Fundraising, General Awesomeness, Marketing, Facebook, Event Planning, Legal Research, Microsoft Office, PowerPoint, Social Media, Puns
Education
Seattle University School of Law 2012 — 2015
Juris Doctor, Cum Laude
Willamette University - Atkinson Graduate School of Management 2011 — 2012
MBA, Marketing and Entrepreneurship
Willamette University 2007 — 2011
B.A., Psychology
Russell Investments June 2015 - August 2015
The Hooper Allstate Agency June 2014 - November 2014
Airport Way Dental Office December 2012 - September 2014
CertaPro Painters June 2010 - August 2012
Skills
Finance, Sales, Sales Management, Microsoft Excel, Microsoft Office, Customer Service, Leadership, Teamwork, Team Management, Cold Calling Experience, Technology, Accounting, PowerPoint, Public Speaking, Microsoft Word, Time Management, Management
Education
Seattle University 2012 — 2016
Bachelor's Degree, Finance and Accounting
Harrison Financial Services 2008 - Present
Russell Investments 1992 - 2006
Skills
Asset Allocation, Investment Strategies, Mutual Funds, Alternative Investments, Investment Management, Investments, Asset Managment, Asset Management, Hedge Funds, Investment Advisory, ETFs, Series 7, Equities, Fund Of Funds, Portfolio Management, Wealth Management
Education
The University of Chicago Booth School of Business
Certified Private Wealth Advisor, Wealth Management
Arizona State University
B.S., Accounting
Russell Investments March 2014 - Present
Russell Investments March 2013 - March 2014
Russell Investments April 2009 - March 2013
Washington Mutual November 2007 - January 2009
KGBTexas Public Relations / Advertising October 2003 - October 2007
Warm Springs Rehabilitation System 2002 - 2002
Skills
Media Relations, Press Releases, Public Relations, Strategy, Internal Communications, Event Management, Event Planning, Editing, Program Management, Management, Project Management, Competitive Analysis, Strategic Communications, Crisis Communications, Social Media
Education
St. Mary's University 1999 — 2003
Bachelor of Arts
Russell Investments
Skills
Alternative Investments, Investment Strategies, Investment Management, Investments, Equities, Asset Allocation, Portfolio Management, Asset Management, Mutual Funds, Fund Of Funds, ETFs, Fixed Income, Asset Managment, Hedge Funds, Institutional..., Portfolio Optimization
Education
Southern Methodist University
Russell Investments May 2015 - Present
US Banccorp May 2014 - August 2015
Wells Fargo October 2012 - May 2014
Sherwin Williams May 2011 - August 2012
Skills
Sales, Sales Management, Management, Business Analysis, Financial Analysis, Strategic Planning, Marketing Strategy, Phone Skills, Customer Service, Customer Satisfaction, Problem Solving, Inventory Management, Inventory Control, Inventory Analysis, Retail, Interviews, Employee Training
Education
Warner Pacific College 2012 — 2013
Master of Science (M.S.), Management and Organizational Leadership
Seattle University 2006 — 2010
Bachelor of Business Administration (BBA), International Business, 3.0
Hillsboro High School
High School diploma
Amazon September 2015 - Present
Avalara May 2014 - September 2015
Russell Investments February 2013 - December 2013
Amazon March 2012 - October 2012
REI January 2012 - March 2012
Alpha Kappa Psi March 2011 - March 2012
Seattle University October 2010 - March 2012
Skills
Strategy, Marketing, Leadership, Marketing Strategy, Microsoft Excel, Finance, Research, Data Analysis, Analysis, Competitive Analysis, Eloqua, Salesforce.com, Department Budgeting, Social Media, Microsoft Office, PowerPoint
Education
Seattle University 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Marketing Double major
Lake Washington High School 2006 — 2009
High School Diploma
Chef Software November 2014 - Present
Symetra May 2014 - November 2014
Redapt, Inc. August 2013 - April 2014
Russell Investments June 2012 - June 2013
Diamonds International June 2008 - September 2011
Skills
Sales, Customer Service, Microsoft Excel, Teamwork, Salesforce.com, PowerPoint, Microsoft Word, Spanish, Microsoft Office, Negotiation, CHEF Style Devops Kung...
Education
Seattle University 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business & Spanish Double Major
Amazon June 2015 - Present
Amazon June 2014 - January 2015
Russell Investments April 2014 - June 2014
Seattle University June 2013 - June 2014
Seattle University July 2013 - April 2014
Seattle University April 2013 - December 2013
Seaview Glass Mirror & Shower Door June 2010 - September 2013
Skills
Accounting, Financial Accounting, Microsoft Excel, Time Management, Oracle E-Business Suite, Essbase, QuickBooks, Account Reconciliation, Research, Peer Mentoring, Customer Service, Team Management, Financial Analysis
Education
Seattle University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting Economics minor
Kamiak High School 2007 — 2011
High School
MAQ Consulting November 2014 - Present
Morgan Stanley March 2014 - June 2014
UBS Wealth Management October 2013 - February 2014
Russell Investments February 2013 - August 2013
Boeing June 2012 - September 2012
Seattle University August 2011 - June 2012
Pharmavite June 2011 - August 2011
Skills
CRM, Marketing, Marketing Strategy, Management, Sales, Brand Management, Digital Media, Analysis, Project Management, Budgets, Sales Management, Finance, Coaching, Public Speaking, Competitive Analysis
Education
Seattle University 2010 — 2014
Bachelor’s Degree, Marketing, Finance, and minor in Innovation and Entrepreneurship
Lloyds Banking Group May 2007 - May 2010
Russell Investments March 2003 - April 2007
Towers Watson January 1998 - January 2003
Dresdner Bank AG January 1993 - January 1998
Skills
Talent Acquisition, Talent Management, Management, Integration, Human Resources, Performance Management, Plannning, Employee Benefits, Deferred Compensation, Employee Relations, Legal Compliance, Recruiting, Interview Preparation, Onboarding, Interviews, Personnel Management, Strategic Planning, Succession Planning, Organizational..., Training, Benefits Administration
Education
Syracuse University
Bachelor of Science, Business Management; Human Resources
Boeing September 2007 - Present
Russell Investments January 1998 - July 2006
The Hershey Company 1997 - 1999
Nestle USA 1995 - 1997
Skills
Project Management
Education
The University of North Dakota 1985 — 1986
Aviation Administration
University of Minnesota-Twin Cities 1984 — 1985
General Courses
University of Wisconsin-River Falls 1983 — 1984
General Courses
BMO Capital Markets July 2012 - Present
Russell Investments June 2011 - January 2012
Totem Park Residence Association - Residence and Housing April 2009 - September 2010
Canaccord Financial May 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Mergers & Acquisitions, Investment Banking, Capital Markets, Investments, Valuation, Equities, Fixed Income, Bloomberg, Corporate Finance, Accounting, PowerPoint, Research, Market Research, Portfolio Management, Team Leadership, Entrepreneurship, Leadership, Banking, Business Analysis, Financial Reporting, Equity Research, Data Analysis, Business Strategy, Financial Markets, Due Diligence, Securities, Asset Management, Capital IQ, Microsoft Excel, Bloomberg Terminal, Customer Service, Finance, Financial Accounting, Quantitative Analytics, VBA, Public Speaking, Mutual Funds, Private Equity, Financial Statement..., Economics, Time Management
Education
The University of British Columbia 2008 — 2012
BComm, Finance, minor in Economics
Russell Investments June 2012 - Present
Russell Investments May 2011 - November 2011
US Bank October 2007 - May 2011
Skills
Bloomberg, Analysis, Excel, Credit, Valuation, Financial Analysis, Data Analysis, Access, SQL, PowerPoint, Word, Market Research, Problem Solving, Microsoft Office, Outlook, SharePoint, Databases, Equity Research, Research, Risk, TM1, Corporate Finance, Cognos, Budget Forecasts, Portfolio Management, Microsoft Excel, Quantitative Research, Investments, Accounting, Asset Allocation, Financial Risk, Investment Management
Education
Seattle University 2009 — 2011
MSF, Finance
Western Washington University 2003 — 2007
BA, Financial Economics
Russell Investments November 2010 - Present
Wurts & Associates September 2008 - November 2010
Morgan Stanley June 2007 - July 2008
Russell Investment Group June 2006 - June 2007
Skills
Investment Management, Chartered Financial..., Microsoft Excel, Factset, Valuation, Capital Markets, Leadership, Equities, Financial Modeling, Portfolio Management, Analysis, Fixed Income
Education
Seattle University 2004 — 2008
Bachelor of Arts in Business Administration, Finance, 3.96
Zones October 2012 - Present
Russell Investments April 2009 - September 2012
Russell Investments July 1999 - April 2009
KeyBank 1996 - 1999
Skills
Analysis, Vendor Management, Process Improvement, Risk Management, Business Analysis, Management, Business Intelligence, Business Process, Business Process..., Project Management, Organization, Governance, Procurement, Team Leadership
Education
The Evergreen State College 2000 — 2005
Bachelor, Management Studies
Morton High School
Morton High School
United States Army February 2010 - September 2011
Strategic Resources International , Inc April 2009 - February 2010
Russell Investments September 2007 - August 2008
IncuBIT, LLC October 2005 - August 2007
JPMorgan Chase October 2000 - October 2005
Bank One March 1999 - October 2000
Waller Financial Planning Group February 1997 - March 1999
United States Navy June 1991 - January 1997
Skills
Financial Modeling, Business Analysis, Portfolio Management, Valuation, Investments, Process Improvement, Data Analysis, Analysis, Fixed Income, Equities, Derivatives, Mutual Funds, Management, SQL, Program Management, Databases, Budgets, Trading, Banking, Strategic Financial..., Asset Allocation, Risk Management, Finance, Financial Planning
Education
The George Washington University - School of Business 1992 — 1996
MBA
The Ohio State University 1986 — 1990
BA
Hayes High School 1982 — 1986
High School Diploma
Compass Group / Microsoft February 2014 - February 2015
World Trade Center Tacoma April 2010 - June 2012
Russell Investments March 2008 - May 2008
Volt / Microsoft October 2003 - March 2004
Mobico, Inc August 2000 - July 2002
Skills
Market Research, Project Management, Competitive Analysis, Management, Data Analysis, CRM, SPSS, Research, Qualitative Research, Business Analysis, Data Mining, Program Management, Statistics, Analytics, Human Resources, Team Building, Leadership, Strategic Planning, SharePoint, Data Management, Vendor Management
Education
University of Washington
MBA
Université Denis Diderot (Paris VII)
Master's Degree, Linguistics
Seoul National University
Bachelor's Degree, French Language and Literature
Fidelity Investments 2015 - Present
Union Bank 2013 - 2014
Fidelity Investments 2013 - 2013
Russell Investments 2011 - 2013
BlackRock 2009 - 2011
Barclays Global Investors 2007 - 2009
Kono Consulting Inc 2004 - 2006
Out of Office 2002 - 2003
Mifund Services Inc 1999 - 2002
Bank of America 1992 - 1999
Skills
Product Management, Project Management, Strategy, Start-ups, Business Process, Business Analysis, ETFs, Management Consulting, Mergers & Acquisitions, Asset Management, Financial Services, Change Management, ERP, Management, PMO
Education
The College of New Jersey 1985 — 1989
Bachelor of Science (BS), Economics
The Hun School of Princeton 1980 — 1984
College Prep
Chapin 1977 — 1980
TPG Global, LLC January 2015 - Present
United Way of Pierce County 2008 - Present
Russell Investments August 2006 - January 2015
Risk and Insurance Management Society, Inc. January 2005 - December 2008
USAA 1999 - 2006
RIMS 2002 - 2005
Six Flags Theme Parks 1996 - 1999
Six Flags Over Texas 1984 - 1995
Skills
Enterprise Risk..., Risk Management, Operational Risk..., Risk Assessment, Financial Risk, Strategic Planning, Insurance, Operational Risk, Project Management, Governance, Leadership, Research
Education
The University of Texas at San Antonio 1997 — 1999
MBA, Leadership and International Business
Texas Christian University 1986 — 1990
BS, Environmental Science
Russell Investments September 2011 - July 2015
Microsoft Corporation May 2011 - September 2011
Evalueserve September 2007 - March 2010
Evalueserve May 2006 - September 2007
Surefin Investments June 2005 - July 2005
Skills
Financial Modeling, VBA, Data Analysis, Microsoft Excel, Bloomberg, Valuation, Analysis, Investments, C, C++, Excel, PowerPoint, Microsoft Word, Financial Statement..., Corporate Finance, Equity Research, Finance, Word, SharePoint, Financial Variance..., DCF Valuation, Forecasting, Financial Analysis, Human Resources, Performance Appraisal, Compensation & Benefit, Compensation & Benefits, Portfolio Management, Management, Equities, Cross-functional...
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Investments
CFA Institute
Cleared Level 3, Asset Valuation, Corporate Finance and Investment and Portfolio Management
Shri Ram College of Commerce 2004 — 2006
PGDGBO, Intenational Business and Finance
Shri Ram College of Commerce 2001 — 2004
B.Com (Hons.), Commerce
City of Tacoma January 2010 - Present
Russell Investments August 2005 - June 2009
Sprague Pest Solutions May 1998 - August 2005
Various 1983 - 1995
Skills
Microsoft Office, Analysis, Microsoft Excel, Accounting, Customer Service, Data Analysis, PowerPoint, Negotiation, Access, Outlook, Event Planning, Strategic Planning, Team Building, Administrative..., Public Speaking, Microsoft Word, Software Documentation, Sales, Policy, Marketing, Budgets, Nonprofits, Research, Time Management, Management, Team Leadership, Banking, Leadership, Government, Community Outreach
Education
Tacoma Community College
Permission To Start Dreaming Foundation December 2013 - Present
Evergreen Asset Management May 2011 - March 2015
Russell Investments October 2001 - December 2010
A.G. Edwards & Sons, Inc. June 1996 - October 2001
RBC Dain Rauscher October 1989 - June 1996
Skills
Investment Advisory, Asset Allocation, Mutual Funds, Portfolio Management, Investments, Public Speaking, Wealth Management, Asset Management, Management Consulting, Alternative Investments, Securities, Series 7, Financial Services
Education
Texas A&M University 1984 — 1987
Bachelor of Science, Economics
Apollo Coaching & Consulting February 2015 - Present
Landmark Worldwide September 2008 - Present
Archer & Associates, Inc. November 2012 - May 2015
CanDu Hospitality Consulting April 2009 - August 2012
Business Sculpting March 2007 - August 2011
Russell Investments March 2007 - October 2007
IBM September 1999 - August 2006
Landmark Education February 2001 - July 2004
Landmark Education June 1997 - June 1999
Skills
Development & delivery..., Coaching, Project Planning, Staff Development, Organization, Hospitality, Corporate Training, Executive Coaching, Leadership Development, Public Speaking, Small Business, Personal Development, Management Consulting, Instructor-led Training, Executive Level..., ILT, OLT, Hospitality Consulting, Budgets, Career Development, Conflict Resolution, Customer Service, Emotional Intelligence, Entrepreneurship, Leadership
Education
Syracuse University 1990 — 1994
B.S., Human Resources & Public Relations
The Lakeside School
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
Blackcrane Capital, LLC May 2015 - Present
TPFG March 2014 - April 2015
Russell Investments June 2012 - December 2013
Mastholm Asset Management, LLC July 2008 - July 2012
Community Learning and Public Service August 2006 - May 2008
Thornburg Mortgage May 2007 - August 2007
Skills
Equities, Bloomberg
Education
The University of New Mexico 2003 — 2008
Russell Investments February 2013 - Present
Russell Investment Group January 2008 - February 2013
Skills
Administrative Work, Project Coordination, Travel Planning, MS Project, Microsoft Excel, Microsoft Word, Confidentiality, Adobe Acrobat, Office Administration, Compliance, Coordination, Organization, Concur, PowerPoint, Multitasking Skills, Communication Skills, Written & Verbal..., Highly responsible, Expense Management, Executive..., Budget Monitoring, International Travel, Marketing, Training
Education
Tacoma Community College 2002 — 2004
State Street November 2014 - Present
Cambridge Associates November 2012 - March 2014
Russell Investments October 2011 - February 2012
Commonfund October 2008 - October 2011
Asta Capital Management (formerly W&W Energy) September 1998 - October 2008
Bear Stearns March 1996 - August 1998
Skills
Investments, Hedge Funds, Portfolio Management, Equities, Trading, Strategy, Asset Allocation, Investment Strategies, Quantitative Analytics, Options, Risk Management, Finance, Investment Banking, Economics, Hedging, Alternative Investments, Asset Management
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Economics
Trinity College-Hartford 1988 — 1992
B.A., English
OMERS Capital Markets 2011 - Present
CPP Investment Board 2001 - 2010
Russell Investments 1997 - 2001
Mercer Human Resource Consulting/ Coles Group 1993 - 1997
Skills
Risk Management, Asset Allocation, Equities, Institutional, Portfolio Management, Investments, Pensions, Research, Quantitative Analysis, Investment Strategies, Capital Markets, Hedge Funds, Electronic Trading, Quantitative Analytics, Derivatives, Financial Markets, Institutional..., Equity Research, Alternative Investments, Investment Management, Fixed Income, Financial Risk, Quantitative Finance, Bonds, Asset Management
Education
CFA (Chartered Financial Analyst)
FSA (Fellow of the Society of Actuaries)
Simon Fraser University
Finance / Actuarial Mathematics
University of Toronto
Economics
Weyerhaeuser (Volt) August 2014 - Present
Getty Images June 2013 - August 2014
Russell Investments May 2010 - May 2013
Volt April 2007 - January 2010
LandAmerica Financial Group February 1999 - February 2007
Sound Publishing 1997 - 1999
Skills
Project Planning, Vendor Management, Management, ITIL, Project Management, Change Management, IT Management, Business Process..., Integration, PMP, MS Project, Infrastructure, IT Outsourcing, Service Delivery, Strategic Planning, Cross-functional Team..., Contract Negotiation, Citrix, IT Operations, Visio, Business Analysis, Disaster Recovery, Program Management, Process Improvement, SharePoint, IT Strategy, PMO, Project Portfolio..., CRM, Outsourcing, IT Service Management, Enterprise Architecture, Business Process, Governance, Incident Management, Software Project...
Education
Tacoma Community College 1991 — 1994
AAS
Project management academy
Expedia, Inc. March 2015 - Present
Expedia, Inc. April 2012 - March 2015
Two Degrees, LLC July 2006 - April 2012
Russell Investments 2011 - 2011
Expedia 2010 - 2010
Starbucks Coffee Company June 2009 - November 2009
Motricity 2009 - 2009
Starbucks Coffee Company August 2008 - November 2008
Imperium Renewables 2007 - 2008
Foss Maritime 2007 - 2007
Skills
Financial Reporting
Education
Seattle University 1995 — 2001
Masters, Business Administration
Washington State University 1990 — 1995
BA, Hospitality Business Management; BA Foreign Languages and Literature, Spanish
Russell Investments October 2010 - Present
Washington Mutual September 2007 - December 2009
Washington Mutual January 2004 - September 2007
Washington Mutual February 2000 - January 2004
Skills
Data Warehousing, Teradata, Informatica, Data Modeling, DB2, SQL, Oracle, Requirements Analysis, Database Administration, Unix, COBOL, Project Management, Business Intelligence, SDLC, IT Strategy, Data Integration, Databases, Data Warehouse..., ETL, Database Design, Enterprise Architecture, Requirements Gathering, Microsoft SQL Server, Business Objects, Software Project..., SSIS, Systems Analysis, Project Portfolio...
Education
University College Cork 1997 — 1998
Masters; Bachelors of Business Administration, Business and Information Systems; Finance
Seattle University
Bachelor of Arts (B.A.), Business/Finance
Russell Investments September 2010 - Present
Russell Investments November 2009 - September 2010
Russell Investments April 2009 - February 2010
Russell Investments November 2008 - April 2009
Gallagher, Flynn & Company, LLP November 2007 - February 2008
PricewaterhouseCoopers September 2005 - October 2007
Skills
Accounting, Financial Reporting, Internal Audit, Finance, Banking, Management, Cash Flow, Financial Analysis, Hedge Funds, Sarbanes-Oxley Act, Asset Management, Internal Controls, Alternative Investments, Auditing, Financial Modeling, Mutual Funds, Investments, Equities, Risk Management, Investment Advisory, Fixed Income, Financial Accounting
Education
Seattle University 2002 — 2005
MPAC, Accounting
Wheaton College 1990 — 1994
Morrison Academy
FlexShares managed by Northern Trust August 2014 - Present
Russell Investments 1993 - July 2014
Meridian Methods August 2006 - September 2009
Russell Investments March 2004 - September 2009
Russell Investments June 1999 - September 2002
Skills
Asset Allocation, ETFs, Mutual Funds, Investment Management, Alternative Investments, Wealth Management, Asset Managment, Investment Strategies, Series 7, Series 63, Financial Advisory, Asset Management, Investments, Investment Advisory, Public Speaking, Financial Services, Practice Management, Motivational Speaking
Education
The Evergreen State College 1979 — 1983
Bachelor of Arts, Communications
Franklin High School
Changing Rein Equine Assisted Activites and Therapies June 2008 - Present
Russell Investments 1990 - 2007
Skills
Portfolio Management
Education
University of Puget Sound 1985 — 1987
BS, Accounting
Texas A&M University 1977 — 1980
BS, Biomedical Science
Washington State Dept. of Labor & Industries March 2014 - Present
Washington State Dept. of Labor & Industries July 2013 - February 2014
Washingtom State Dept. of Labor & Industries August 2011 - June 2013
Russell Investments July 2009 - August 2011
Russell Investment Group January 2005 - June 2009
Self Employment Project Management Consulting January 2005 - December 2005
Self Employment Project Management Consulting October 2003 - December 2004
Self Employment Project Management Consulting January 2002 - October 2003
Self Employment Project Management Consulting January 2001 - January 2002
Self Employment Project Management Consulting February 2000 - January 2001
Skills
Data Conversion, Management, Program Management, Vendor Relationships, Business Analysis, Requirements Gathering, Data Warehousing, Scrum, IT Management, SDLC, PMP
Education
Washington State University - College of Business and Economics 1980 — 1984
BA, Management Information Systems
Tacoma Community College 1978 — 1980
Associates, Technical Arts
Tacoma Community College
Associates, Liberal Arts
CPP Investment Board February 2013 - Present
CPP Investment Board July 2011 - February 2013
CPP Investment Board July 2009 - July 2011
Russell Investments April 2007 - June 2009
Ontario Teachers' Pension Plan January 2005 - March 2007
Ernst & Young September 2003 - December 2005
Ernst & Young September 2001 - September 2003
Grant Thornton LLP 1999 - 2001
Ellis Foster LLP (now Ernst & Young LLP) 1998 - 1999
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Risk Management, Internal Controls, Auditing, IFRS, Accounting, Forecasting, Portfolio Management, Finance, Financial Risk, Investments, Asset Management, US GAAP, Equities, Analysis, Derivatives, Strategy, Corporate Governance, Financial Services, Hedge Funds, Account Reconciliation, Securities, Mutual Funds, Fixed Income
Education
CFA Institute 2007 — 2008
Level 1
Institute of Chartered Accountants of Toronto 2001 — 2001
In-Depth Brokers and Investment Dealers Course
Institute of Chartered Accountants of British Columbia 1999 — 2000
Chartered Accountant
Simon Fraser University 1993 — 1998
BBA, Business and Accounting
Russell Investments January 2001 - Present
Russell Investments 2001 - July 2011
Sisters of Providence Health System 1995 - 2000
Sisters of Providence Health System August 1990 - November 1995
Sisters of Providence Health System - St Peter Hospital February 1985 - March 1990
Skills
Enterprise Architecture, Architecture, Business Analysis, ITIL, SDLC, Disaster Recovery, IT Strategy, Solution Architecture, IT Management, Vendor Management, Integration, SharePoint, Virtualization, Data Center, IT Service Management, Business Process..., PMO, SaaS, Network Security, Management, Information Technology, Enterprise Software, Cloud Computing, Business Intelligence, Project Portfolio..., Governance, IT Operations, Business Process, Business Continuity, PMP, Requirements Analysis
Education
The Evergreen State College
BSB&IT, Business and Information Technology
Russell Investments April 2014 - Present
Verizon Wireless May 2011 - April 2014
Standard Parking August 2005 - January 2010
Parkland Chevrolet 2003 - 2005
Skills
Customer Satisfaction, Customer Service, Microsoft Office, Microsoft Excel, Call Centers, Customer Retention, Customer Experience, PowerPoint, Outlook, Microsoft Word, Sales, Team Leadership, Data Entry, Account Reconciliation, Research
Education
University of Washington 2005 — 2010
Bachelor of Arts, Economics
Tilburg University 2010 — 2010
Study Abroad, Economics
Strayer University (VA)
Accounting and Business/Management
F-Squared Investments November 2012 - Present
Huntington National Bank January 2011 - November 2012
Pinnacle Financial Partners June 2009 - January 2011
First Mercantile Trust Company November 2003 - June 2009
FMT Capital November 2003 - June 2009
Russell Investments December 2002 - November 2003
Laurel Capital Advisors 1995 - 2002
Skills
Mutual Funds, Asset Allocation, Wealth Management, Investments, Investment Strategies, Investment Management, Asset Management, Alternative Investments, Securities, Series 7, Portfolio Management, Financial Services, 401k, Retirement, Equities, Investment Advisory
Education
The University of Memphis 1985 — 1986
Master of Business Administration (M.B.A.), Finance
The University of Memphis 1980 — 1984
Bachelor’s Degree, Finance
Russell Investments April 2011 - Present
Russell Investment Group October 2001 - March 2011
Education
University of Colorado (Colorado Springs) 1992 — 1994
Masters, Finance
Seattle University 1986 — 1990
BA, Finance
SEI June 2012 - Present
Russell Investments 2007 - 2012
Morgan Stanley Investment Management/Miller, Anderson & Sherrerd 1990 - 2007
Skills
Asset Managment, Alternative Investments, Asset Allocation, Investment Advisory...
Education
Temple University - Fox School of Business and Management
MBA
Northern Trust Corporation April 2014 - Present
Russell Investments September 2006 - April 2014
Lord Abbett June 2005 - July 2006
Evergreen Investments November 1999 - June 2005
Evergreen Investments 1997 - 1999
Evergreen Investments 1996 - 1997
Skills
Series 65, Alternative Investments, Investment Advisory, Wealth Management, Investment Strategies, ETFs, Investment Management, Portfolio Management, Asset Allocation, Mutual Funds, Series 7, Financial Services, 401k, Separately Managed..., Series 63, Series 7, 63 & 66, CRPS
Education
Southern New Hampshire University 1992 — 1996
BS, Economics/Finance
Russell Investments 2001 - Present
First Capital Group (Division of First Union Capital Management Group) 1995 - 2001
Boatmen's Trust Company 1989 - 1995
Companion Capital Management 1986 - 1989
Blue Cross/Blue Shield of South Carolina 1985 - 1986
Charleston County School District 1983 - 1984
Price Waterhouse 1980 - 1983
Skills
Alternative Investments, Investments, Investment Strategies, Investment Management, Hedge Funds, Asset Allocation, Asset Management, Portfolio Management, Mutual Funds, Series 7, Wealth Management, Equities, Fund Of Funds, Fixed Income, Pensions, Management, Strategy
Education
The Citadel 1976 — 1980
BS, Accounting/Finance
Nu Paradigm Investment Partners, LLC March 2014 - Present
FLAG Capital Management, LLC March 2011 - March 2014
Nexar Capital 2009 - 2010
Russell Investments April 2006 - April 2009
Credit Suisse January 2003 - March 2006
Skills
Alternative Investments, Private Equity, Portfolio Management, Venture Capital, Institutional..., Hedge Funds, Asset Management, Equities, Investments, Investment Management, Fund Of Funds, Institutional, Financial Services, Pensions, Emerging Markets, Asset Allocation, Investment Strategies, Securities, Fixed Income, Investor Relations, Bloomberg, Mutual Funds
Education
Suffolk University Law School 1981 — 1984
J.D., Law
Tufts University 1975 — 1979
B.A., Social / Psychology
Coterie Worklounge August 2014 - Present
Richmond + Sparks March 2014 - December 2014
Russell Investments May 2011 - March 2014
Mercer December 2002 - May 2011
DIG Records September 2001 - November 2002
Getty Images January 1999 - August 2001
Education
Seattle University 1992 — 1995
BA, International Business
Milgard Windows & Doors August 2013 - Present
State of Washington February 2012 - August 2013
Milgard Manufacturing August 2010 - October 2011
Russell Investments January 2008 - July 2010
Skills
GAAP, Financial Reporting, Internal Controls, General Ledger, Accounting, Financial Statements, Auditing, CPA, Financial Accounting, Account Reconciliation, QuickBooks, Financial Analysis, Tax Preparation
Education
University of Washington 2007 — 2009
Bachelors of Business Administration, Accounting
Tacoma Community College
Associates of Business Administration, Accounting
Independent Advisor and Board Member March 2013 - Present
Camber Health Partners September 2011 - October 2013
Gray Ghost Management September 2007 - December 2010
Russell Investments August 1995 - February 2007
Russell Investment Group 1995 - 2007
Skills
Alternative Investments, Mutual Funds, Asset Managment, Hedge Funds, Equities, Investment Strategies, Investment Management, Investments, Asset Allocation, Portfolio Management, Asset Management, Equity Trading, Wealth Management, Private Equity, Fixed Income, Venture Capital, Investment Advisory, Securities
Education
St. Lawrence University 1979 — 1983
BA, Economics
Russell Investments February 2007 - Present
Teekay Shipping March 1997 - January 2007
Skills
Cash Management, Financial Analysis, Financial Modeling, Financial Reporting, Investments, Risk Management, Financial Services
Education
Certified General Accountant 1998 — 2001
CGA, Accounting
Simon Fraser University 1991 — 1996
BBA, Business Accounting
Russell Investments June 2011 - Present
Russell Investments July 2008 - July 2011
Kibble & Prentice September 2005 - July 2008
Wurts & Associates June 2003 - September 2005
Banc of America Investments November 2002 - June 2003
Skills
Investments, Portfolio Management, Asset Allocation, Mutual Funds, Investment Strategies, Defined Benefit, Defined Contribution, Alternative Investments, Asset Management, Investment Management, Equities, Fixed Income Portfolio..., Endowments, Foundations, Portfolio Performance..., Client Presentation, Sales Presentation...
Education
Seattle University 1999 — 2002
Bachelors in Business Administration, Finance
Russell Investments November 2013 - Present
Credit Suisse August 2013 - October 2013
Wellington International Management Company Pte Ltd November 2011 - November 2012
Royal Bank of Scotland March 2011 - June 2011
Host Marriott Service July 2008 - June 2010
Ajilon Finance Solutions June 2008 - March 2009
Safeway April 1998 - April 2008
Skills
Recruiting, Human Resources, Interviews, Sourcing, Screening, Taleo, Management, Job Fairs, Outlook, Policy, Administrative..., Background Checks, Microsoft Excel, Nonprofits, Customer Retention
Education
Western Washington University 2002 — 2003
Human Services
Shoreline Community College 1998 — 2003
AAS
Russell Investments July 2007 - Present
Russell Investments May 2004 - Present
Mass Mutual 1999 - 2004
Preti Flaherty June 1997 - December 1999
Progressively Responsible Positions in Accounting and Finance January 1986 - September 1994
Skills
Business Strategy, Business Transformation, Business Transactions, Intellectual Property, Investment Law, Securities Law, M&A experience, Employment Law, IT law, Outsourcing, Licensing Agreements, Contract Negotiation, Alternative Investments, Litigation, Bankruptcy, Securities Regulation, Licensing, Investments, Securities, Privacy Law, Mergers & Acquisitions, Corporate Law, Legal Writing
Education
Temple University - James E. Beasley School of Law 1994 — 1997
Doctor of Law (J.D.), Commercial Transactions, Securities, Litigation
University of Maryland College Park 1986 — 1988
B.S., Accounting
Tacoma Housing Authority December 2011 - Present
Russell Investments November 1997 - February 2011
Skills
Lotus Notes, SharePoint, Microsoft Excel
Education
Pierce Works 2008 — 2008
Certificate, Human Development, Computer Applications
Association of Record Managers & Administrators 1998 — 1999
Certificate, Records, Information & Image Management
Tacoma Community College 1990 — 1993
Associate in Technical Arts, Human Services
Dover Business College 1975 — 1976
Certificate, Business Administration
Russell Investments May 2013 - Present
Russell Investments December 2010 - May 2013
Russell Investments May 2009 - December 2010
Russell Investments December 2005 - May 2009
Skills
FINRA, Investments, Mutual Funds
Education
University of Washington
Master of Laws (LL.M.), Taxation
The John Marshall Law School
Doctor of Law (J.D.), cum laude
Seattle University
Master of Business Administration (M.B.A.)
The Ohio State University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Morgan Stanley Investment Management July 2015 - Present
Russell Investments April 2013 - June 2015
Education
University of Washington 2012 — 2013
Master’s Degree
Shanghai Jiao Tong University 2007 — 2011
Bachelor’s Degree
Russell Investments June 2006 - Present
Pipex Communications September 2003 - May 2006
Skills
Web Analytics, Google Analytics, Digital Marketing, Eloqua, Lead Generation, Demand Generation, Analytics, Marketing Automation, Digital Strategy, Email Marketing, SEO, WebTrends Analytics, Web Project Management, Omniture, Marketing, CSS, Competitive Analysis, E-commerce, PHP, JavaScript, Web Content Management, HTML, Interwoven OpenDeploy, User Experience, PPC, Marketing Analytics, Google Adwords
Education
Sheffield Hallam University 1999 — 2003
Bachelor of Science (BSc), Computer Science
Russell Investments May 2015 - Present
Russell Investments October 2012 - March 2015
Skills
Microsoft SQL Server, Analysis, SDLC, SSRS, Data Analysis, CODA Financials, Database Administration, SQL, SSIS, Business Analysis, Process Improvement, Windows Server, NetBackup, Third Party Applications, Microsoft Office, IIS, SharePoint, Visio, Access, Requirements Gathering, Business Process
Education
The University of Texas at Arlington
Bachelor's Degree, Accounting and Finance, 3.55