Russell Investments
Industry: Company
DescriptionRussell Investments is a global asset management firm, founded in 1936. It provides multi-asset investing solutions to institutional investors, as well as to individuals via financial advisors. The company is owned by private equity firms TA Associates and Reverence Capital Partners. AUM: $277 billion as of 06/30/17 CEO: Michelle Seitz CFO: Jennifer McPeek Headquarters: Seattle, Washington, United States Parent organization: TA Associates Number of employees: 1,950
Russell Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Russell Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Russell Investments Salaries. You can even request information on how much does Russell Investments pay if you want to. Learn about salaries, pros and cons of working for Russell Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,452 Russell Investments employees in database. Find out everything there's to know about Russell Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Russell Investments Employees
Employee
Years
Job
Industry
Chuck Epstein Chuck Epstein's Russell Investments Experience April 2001 - January 2004
Job Financial Writer, Editor, Marketing Communications
Industry Financial Services
Experience
MutualFundReform.com January 2009 - Present
Get Abstract.com January 2006 - Present
Intuit 2015 - 2015
Intuit 2015 - 2015
Principal Financial Group February 2004 - December 2008
Russell Investments April 2001 - January 2004
Skills
journalism, editing, financial marketing, advocacy, social investing, consulting, Corporate Blogging, Mutual Funds, Investments, Writing, Financial Markets, Newsletters, Marketing Communications, Books, Personal Finance, Blogging, Public Relations, Public Speaking, Social Media, Research, Copywriting, Strategic Planning, Equities, Marketing Strategy, Media Relations, Corporate Communications, Press Releases, Strategic Communications, Content Management, Editing, Journalism, Copy Editing, Content Development, Web Content, Creative Writing, Content Strategy, Publishing, Speech Writing, Editorial
Education
University of Illinois at Urbana-Champaign 1970 — 1973
MA, Communications, Journalism
University of Illinois at Urbana-Champaign
Master's Degree, Communication and Media Studies
MutualFundReform.com January 2009 - Present
Get Abstract.com January 2006 - Present
Intuit 2015 - 2015
Intuit 2015 - 2015
Principal Financial Group February 2004 - December 2008
Russell Investments April 2001 - January 2004
Skills
journalism, editing, financial marketing, advocacy, social investing, consulting, Corporate Blogging, Mutual Funds, Investments, Writing, Financial Markets, Newsletters, Marketing Communications, Books, Personal Finance, Blogging, Public Relations, Public Speaking, Social Media, Research, Copywriting, Strategic Planning, Equities, Marketing Strategy, Media Relations, Corporate Communications, Press Releases, Strategic Communications, Content Management, Editing, Journalism, Copy Editing, Content Development, Web Content, Creative Writing, Content Strategy, Publishing, Speech Writing, Editorial
Education
University of Illinois at Urbana-Champaign 1970 — 1973
MA, Communications, Journalism
University of Illinois at Urbana-Champaign
Master's Degree, Communication and Media Studies
Dale Schwandt Dale Schwandt's Russell Investments Experience 1997 - 1999
Job Experienced Finance Leader
Industry Financial Services
Experience
Wilkinson Corporation December 2014 - Present
KeenInsight LLC June 2014 - Present
Swiftwater Cellars December 2013 - April 2014
Intellectual Ventures 2007 - June 2013
Snoqualmie Consulting 2001 - 2008
RU Brands LLC / VMI Limited 2004 - 2007
Frazier Healthcare Partners 2001 - 2002
Jacknabbit.com (an internet start-up) 1999 - 2000
Russell Investments 1997 - 1999
Schwandt Consulting Services 1993 - 1996
Skills
Financial Analysis, Finance, Financial Reporting, Corporate Finance, Auditing, Forecasting, Analysis, Valuation, Budgets, Accounting, Venture Capital, Due Diligence, Cash Management, Analytics, Strategic Planning, Financial Accounting, Start-ups, Cash Flow, Financial Forecasting, Executive Management, Investments, Internal Controls, Microsoft Excel, Litigation Support, Corporate FP&A, Revenue Forecasting, Leadership, Microsoft PowerPivot, Investor Reporting, Regulatory Capital, Compensation Analysis, Business Intelligence..., New Venture Formation, Coaching & Mentoring, Financial Modeling, Partners' & Members'..., Equity Financing &..., IP Portfolio Analysis, Job Analysis
Education
University of Oregon - Charles H. Lundquist College of Business 1981 — 1984
Bachelor's degree, Accounting
North Eugene High School
North Eugene High School
Wilkinson Corporation December 2014 - Present
KeenInsight LLC June 2014 - Present
Swiftwater Cellars December 2013 - April 2014
Intellectual Ventures 2007 - June 2013
Snoqualmie Consulting 2001 - 2008
RU Brands LLC / VMI Limited 2004 - 2007
Frazier Healthcare Partners 2001 - 2002
Jacknabbit.com (an internet start-up) 1999 - 2000
Russell Investments 1997 - 1999
Schwandt Consulting Services 1993 - 1996
Skills
Financial Analysis, Finance, Financial Reporting, Corporate Finance, Auditing, Forecasting, Analysis, Valuation, Budgets, Accounting, Venture Capital, Due Diligence, Cash Management, Analytics, Strategic Planning, Financial Accounting, Start-ups, Cash Flow, Financial Forecasting, Executive Management, Investments, Internal Controls, Microsoft Excel, Litigation Support, Corporate FP&A, Revenue Forecasting, Leadership, Microsoft PowerPivot, Investor Reporting, Regulatory Capital, Compensation Analysis, Business Intelligence..., New Venture Formation, Coaching & Mentoring, Financial Modeling, Partners' & Members'..., Equity Financing &..., IP Portfolio Analysis, Job Analysis
Education
University of Oregon - Charles H. Lundquist College of Business 1981 — 1984
Bachelor's degree, Accounting
North Eugene High School
North Eugene High School
Royce Weisenberger, CFA Royce Weisenberger, CFA's Russell Investments Experience October 2013 - Present
Job Sr. Implementation Portfolio Manager at Russell Investments
Industry Investment Management
Experience
Russell Investments October 2013 - Present
Sand Dune Capital June 2012 - June 2013
Inflective Asset Management (Aviva Investors) May 2001 - August 2011
Transamerica Investment Management November 2000 - May 2001
Capital Research and Management Company May 1999 - November 2000
Investors Fiduciary Trust Company March 1997 - April 1999
Skills
Hedge Funds, Equities, Valuation, Portfolio Management, Investments, Securities, Credit, Convertible Bonds, Alternative Investments, Analysis, financial analyst, Chartered Financial..., Financial Modeling, Capital Markets Analysis, Credit Analysis, Relative Value, Total Return, Qualitative Research, Quantitative Research, Capital Markets, Asset Management
Education
University of Arizona 1992 — 1996
Bachelor of Business Administration; Bachelor of Business Administration, Finance; Accounting
Russell Investments October 2013 - Present
Sand Dune Capital June 2012 - June 2013
Inflective Asset Management (Aviva Investors) May 2001 - August 2011
Transamerica Investment Management November 2000 - May 2001
Capital Research and Management Company May 1999 - November 2000
Investors Fiduciary Trust Company March 1997 - April 1999
Skills
Hedge Funds, Equities, Valuation, Portfolio Management, Investments, Securities, Credit, Convertible Bonds, Alternative Investments, Analysis, financial analyst, Chartered Financial..., Financial Modeling, Capital Markets Analysis, Credit Analysis, Relative Value, Total Return, Qualitative Research, Quantitative Research, Capital Markets, Asset Management
Education
University of Arizona 1992 — 1996
Bachelor of Business Administration; Bachelor of Business Administration, Finance; Accounting
Nick Etscheid Nick Etscheid's Russell Investments Experience May 2014 - August 2014
Job Intern Investment Division at Russell Investments
Industry Financial Services
Experience
Foster Investment Fund January 2015 - Present
Russell Investments May 2014 - August 2014
Elina Technologies Ltd. August 2013 - August 2013
North Lake Marina June 2012 - July 2013
89.3 KUGS FM January 2013 - June 2013
Skills
Event Planning, Microsoft Excel, PowerPoint
Education
University of Washington, Michael G. Foster School of Business 2014 — 2015
Bachelor of Arts (B.A.), Business Administration, Finance, 3.76
Universitat d'Alacant
Intensive Spanish Program, Study Abroad - Alicante, Spain
Western Washington University 2011 — 2013
Bachelor of Arts (B.A.), Finance
Foster Investment Fund January 2015 - Present
Russell Investments May 2014 - August 2014
Elina Technologies Ltd. August 2013 - August 2013
North Lake Marina June 2012 - July 2013
89.3 KUGS FM January 2013 - June 2013
Skills
Event Planning, Microsoft Excel, PowerPoint
Education
University of Washington, Michael G. Foster School of Business 2014 — 2015
Bachelor of Arts (B.A.), Business Administration, Finance, 3.76
Universitat d'Alacant
Intensive Spanish Program, Study Abroad - Alicante, Spain
Western Washington University 2011 — 2013
Bachelor of Arts (B.A.), Finance
Aaron Cates, CIMA®'s Russell Investments Experience March 2011 - June 2011
Job Vice President at Manning & Napier
Industry Financial Services
Experience
Manning & Napier February 2015 - Present
Calamos Investments June 2011 - February 2015
Russell Investments March 2011 - June 2011
Calamos Investments September 2005 - March 2011
Education
University of Illinois at Urbana-Champaign 1996 — 2000
BA, Economics
Manning & Napier February 2015 - Present
Calamos Investments June 2011 - February 2015
Russell Investments March 2011 - June 2011
Calamos Investments September 2005 - March 2011
Education
University of Illinois at Urbana-Champaign 1996 — 2000
BA, Economics
Neal Tourdo's Russell Investments Experience 2001 - 2005
Job Director, Institutional Sales and Service at Zacks Investment Management
Industry Investment Management
Experience
Zacks Investment Management 2014 - Present
Financial Industry Regulatory Authority 1994 - Present
Mastrapasqua Asset Management August 2007 - January 2014
Accessor Capital Management 2005 - 2007
Russell Investments 2001 - 2005
Eagle Asset Management March 1999 - November 2001
Pritchard,Hubble & Herr 1994 - 1999
Gruntal 1993 - 1994
Merrill Lynch 1989 - 1993
ATP Tour, Inc. 1985 - 1989
Skills
Asset Management, Institutional, Retail, FINRA, Alternative Investments, Asset Allocation, Series 7, Investments, Investment Advisory, Wealth Management, Mutual Funds, Financial Services, Financial Advisory, Investment Management, Portfolio Management, Retirement, Investment Strategies
Education
University of New Orleans 1980 — 1985
BS, Business Admin, Marketing
Zacks Investment Management 2014 - Present
Financial Industry Regulatory Authority 1994 - Present
Mastrapasqua Asset Management August 2007 - January 2014
Accessor Capital Management 2005 - 2007
Russell Investments 2001 - 2005
Eagle Asset Management March 1999 - November 2001
Pritchard,Hubble & Herr 1994 - 1999
Gruntal 1993 - 1994
Merrill Lynch 1989 - 1993
ATP Tour, Inc. 1985 - 1989
Skills
Asset Management, Institutional, Retail, FINRA, Alternative Investments, Asset Allocation, Series 7, Investments, Investment Advisory, Wealth Management, Mutual Funds, Financial Services, Financial Advisory, Investment Management, Portfolio Management, Retirement, Investment Strategies
Education
University of New Orleans 1980 — 1985
BS, Business Admin, Marketing
Tom Fletcher Tom Fletcher's Russell Investments Experience January 2011 - Present
Job Managing Director, Overlay Services at Russell Investments
Industry Financial Services
Experience
Russell Investments January 2011 - Present
Russell Investments June 2006 - March 2011
Russell Investments January 2003 - June 2006
INVESCO 1998 - 2003
United States Navy June 1989 - March 1996
Skills
Investment Strategies, Portfolio Management, Securities, Alternative Investments, Asset Allocation, Asset Managment, Hedge Funds, Risk Management, Management, Portfolio Optimization, Capital Markets, Derivatives, Investments, Asset Management, Currency, Equities, ETFs, Investment Management, Mutual Funds, Bloomberg, Fixed Income
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance
United States Naval Academy 1985 — 1989
BS, Mechanical Engineering
Russell Investments January 2011 - Present
Russell Investments June 2006 - March 2011
Russell Investments January 2003 - June 2006
INVESCO 1998 - 2003
United States Navy June 1989 - March 1996
Skills
Investment Strategies, Portfolio Management, Securities, Alternative Investments, Asset Allocation, Asset Managment, Hedge Funds, Risk Management, Management, Portfolio Optimization, Capital Markets, Derivatives, Investments, Asset Management, Currency, Equities, ETFs, Investment Management, Mutual Funds, Bloomberg, Fixed Income
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance
United States Naval Academy 1985 — 1989
BS, Mechanical Engineering
Vicki Gleeson Vicki Gleeson's Russell Investments Experience July 2012 - Present
Job Director of Human Resources at Russell Investments
Industry Accounting
Experience
Russell Investments July 2012 - Present
Real Network Services Inc. November 2010 - July 2012
Moss Adams LLP April 2008 - November 2010
Washington Mutual June 2007 - April 2008
Grant Thornton March 2006 - June 2007
Deloitte March 2003 - March 2006
Zefram, LLC October 2001 - January 2003
Citigroup Private Bank 1998 - 2001
Skills
Compensation, Workforce Planning, Performance Management, HR Strategy, Coaching, Organizational Design, Employee Engagement, Onboarding, Succession Planning, Benefits, Change Management, Deferred Compensation, Employee Relations, Human Resources, Benefits Administration, Recruiting, Employee Benefits, Personnel Management, Leadership, Management, Talent Management
Education
University of California, Los Angeles
B.A., Italian Language & Literature, Special Study in History
Russell Investments July 2012 - Present
Real Network Services Inc. November 2010 - July 2012
Moss Adams LLP April 2008 - November 2010
Washington Mutual June 2007 - April 2008
Grant Thornton March 2006 - June 2007
Deloitte March 2003 - March 2006
Zefram, LLC October 2001 - January 2003
Citigroup Private Bank 1998 - 2001
Skills
Compensation, Workforce Planning, Performance Management, HR Strategy, Coaching, Organizational Design, Employee Engagement, Onboarding, Succession Planning, Benefits, Change Management, Deferred Compensation, Employee Relations, Human Resources, Benefits Administration, Recruiting, Employee Benefits, Personnel Management, Leadership, Management, Talent Management
Education
University of California, Los Angeles
B.A., Italian Language & Literature, Special Study in History
April Tam April Tam's Russell Investments Experience August 2015 - Present
Job Global Sourcing Analyst at Russell Investments
Industry Financial Services
Experience
Russell Investments August 2015 - Present
J.P. Morgan Asset Management June 2014 - August 2015
Milliman August 2012 - February 2014
Skills
Microsoft Excel, Microsoft Office, Visual Basic, SQL, Data Analysis, Access, PowerPoint, Microsoft Word, Business Analysis, Microsoft SQL Server, Windows, OS X, Matlab, Photoshop, Project Management, Team Leadership
Education
The University of Texas at Austin 2007 — 2011
BA, Economics
Plano Senior High School 2005 — 2007
Russell Investments August 2015 - Present
J.P. Morgan Asset Management June 2014 - August 2015
Milliman August 2012 - February 2014
Skills
Microsoft Excel, Microsoft Office, Visual Basic, SQL, Data Analysis, Access, PowerPoint, Microsoft Word, Business Analysis, Microsoft SQL Server, Windows, OS X, Matlab, Photoshop, Project Management, Team Leadership
Education
The University of Texas at Austin 2007 — 2011
BA, Economics
Plano Senior High School 2005 — 2007
Paul Eitelman Paul Eitelman's Russell Investments Experience March 2015 - Present
Job Investment Strategist at Russell Investments
Industry Financial Services
Experience
Russell Investments March 2015 - Present
J.P. Morgan October 2011 - March 2015
Federal Reserve Board August 2007 - July 2009
QA Edge June 2002 - August 2007
Skills
Economics, Financial Modeling, Econometrics, Quantitative Analytics, Bloomberg, Haver, Matlab, Eviews, Stata, Macroeconomics, EViews, Statistics, SAS, Investments, Valuation, Data Analysis, Finance
Education
University of Pennsylvania - The Wharton School 2009 — 2012
M.A., Finance
University of Delaware 2002 — 2006
B.S., Finance and Economics
Russell Investments March 2015 - Present
J.P. Morgan October 2011 - March 2015
Federal Reserve Board August 2007 - July 2009
QA Edge June 2002 - August 2007
Skills
Economics, Financial Modeling, Econometrics, Quantitative Analytics, Bloomberg, Haver, Matlab, Eviews, Stata, Macroeconomics, EViews, Statistics, SAS, Investments, Valuation, Data Analysis, Finance
Education
University of Pennsylvania - The Wharton School 2009 — 2012
M.A., Finance
University of Delaware 2002 — 2006
B.S., Finance and Economics
Michael Steingold, CFA Michael Steingold, CFA's Russell Investments Experience December 2014 - Present
Job at Russell Investments
Industry Commercial Real Estate
Experience
Russell Investments December 2014 - Present
Prologis August 2012 - November 2014
Polaris Group May 2011 - July 2012
Skills
Real Estate, Research, Microsoft Excel, FactSet, PowerPoint, Financial Analysis, International Economics, International Real..., Argus Modeling
Education
University of California, Berkeley 2007 — 2011
Bachelor of Arts (BA), Economics
Russell Investments December 2014 - Present
Prologis August 2012 - November 2014
Polaris Group May 2011 - July 2012
Skills
Real Estate, Research, Microsoft Excel, FactSet, PowerPoint, Financial Analysis, International Economics, International Real..., Argus Modeling
Education
University of California, Berkeley 2007 — 2011
Bachelor of Arts (BA), Economics
Carol Broad's Russell Investments Experience November 1999 - February 2011
Job Independent Trustee at San Diego City Employees Retirement System
Industry Investment Management
Experience
San Diego City Employees Retirement System April 2015 - Present
PREDEX Core Real Estate Fund March 2013 - Present
San Diego Social Venture Partners April 2010 - April 2013
Russell Investments November 1999 - February 2011
Institutional Property Consultants November 1989 - November 1999
Public Storage September 1986 - June 1988
Skills
Investments, Portfolio Management, Due Diligence, Asset Management, Investment Strategies, Real Estate Economics, Finance, Mutual Funds, Real Estate, Fund Of Funds, Investment Management, Institutional..., Private Equity, Alternative Investments, Valuation, Venture Capital, Hedge Funds
Education
UCLA Anderson School of Management
MBA
UCLA
Bachelor of Science (BS)
La Jolla High School
San Diego City Employees Retirement System April 2015 - Present
PREDEX Core Real Estate Fund March 2013 - Present
San Diego Social Venture Partners April 2010 - April 2013
Russell Investments November 1999 - February 2011
Institutional Property Consultants November 1989 - November 1999
Public Storage September 1986 - June 1988
Skills
Investments, Portfolio Management, Due Diligence, Asset Management, Investment Strategies, Real Estate Economics, Finance, Mutual Funds, Real Estate, Fund Of Funds, Investment Management, Institutional..., Private Equity, Alternative Investments, Valuation, Venture Capital, Hedge Funds
Education
UCLA Anderson School of Management
MBA
UCLA
Bachelor of Science (BS)
La Jolla High School
Alissa Vaughn Alissa Vaughn's Russell Investments Experience August 2010 - June 2011
Job Customer Success at PitchBook Data, Inc.
Industry Venture Capital & Private Equity
Experience
PitchBook Data, Inc. May 2013 - Present
Apex Learning November 2011 - April 2013
Russell Investments August 2010 - June 2011
Merrill Lynch May 2008 - September 2008
Education
University of Redlands 2006 — 2010
Bachelor of Science, Business Administration
Universidad de Salamanca 2008 — 2008
Semester Study Abroad, Marketing & Economics
PitchBook Data, Inc. May 2013 - Present
Apex Learning November 2011 - April 2013
Russell Investments August 2010 - June 2011
Merrill Lynch May 2008 - September 2008
Education
University of Redlands 2006 — 2010
Bachelor of Science, Business Administration
Universidad de Salamanca 2008 — 2008
Semester Study Abroad, Marketing & Economics
David Koenig, CFA, FRM David Koenig, CFA, FRM's Russell Investments Experience November 2012 - February 2015
Job Chief Investment Strategist at Schwab Wealth Investment Advisory
Industry Financial Services
Experience
Charles Schwab & Co., Inc. February 2015 - Present
Russell Investments November 2012 - February 2015
Russell Investments August 2010 - November 2012
Wells Fargo Funds Management 2006 - August 2010
Franklin Templeton Investments 2006 - 2006
San Diego Union-Tribune 1997 - 2005
San Francisco Chronicle 1991 - 1996
Skills
ETFs, Mutual Funds, Alternative Investments, Series 7, Equities, Investment Strategies, Asset Managment, Asset Allocation, Hedge Funds, Investments, Portfolio Management, Fixed Income, Investment Management, Bloomberg, Series 63, Wealth Management, Uniform Combined State..., Capital Markets, Financial Modeling, Equity Research, Institutional, Institutional..., Investment Advisory, Asset Management
Education
Global Association of Risk Professionals 2009 — 2010
FRM
CFA Institute 2004 — 2006
CFA
University of California, San Diego
BA, English Literature; Minors - Economics, Philosophy
Charles Schwab & Co., Inc. February 2015 - Present
Russell Investments November 2012 - February 2015
Russell Investments August 2010 - November 2012
Wells Fargo Funds Management 2006 - August 2010
Franklin Templeton Investments 2006 - 2006
San Diego Union-Tribune 1997 - 2005
San Francisco Chronicle 1991 - 1996
Skills
ETFs, Mutual Funds, Alternative Investments, Series 7, Equities, Investment Strategies, Asset Managment, Asset Allocation, Hedge Funds, Investments, Portfolio Management, Fixed Income, Investment Management, Bloomberg, Series 63, Wealth Management, Uniform Combined State..., Capital Markets, Financial Modeling, Equity Research, Institutional, Institutional..., Investment Advisory, Asset Management
Education
Global Association of Risk Professionals 2009 — 2010
FRM
CFA Institute 2004 — 2006
CFA
University of California, San Diego
BA, English Literature; Minors - Economics, Philosophy
Peiyuan Song Peiyuan Song's Russell Investments Experience August 2012 - July 2015
Job Project Management Analyst at Gaw Capital
Industry Financial Services
Experience
Gaw Capital August 2015 - Present
Russell Investments August 2012 - July 2015
McKinsey & Company July 2011 - August 2011
Russell Investments May 2011 - June 2011
Macquarie Group July 2009 - August 2009
Exigen Capital May 2009 - June 2009
Skills
Microsoft Office, Microsoft Excel, Matlab, Data Analysis, Microsoft Word, SQL, PowerPoint, Teamwork, Financial Analysis, Mandarin, Chinese, Stata, Statistics, R, Microsoft PowerPoint, Capital Markets, Portfolio Management, Investments, Investment Banking, Finance, Research, Bloomberg, Quantitative Analytics
Education
University of Washington 2014 — 2016
Master of Science (M.Sc.), Computational Finance & Risk Management
University of Minnesota-Twin Cities 2008 — 2012
Bachelor of Chemical Engineering, Chemical Engineering
University of Minnesota-Twin Cities 2008 — 2012
Bachelor of Arts (B.A.) - Quantitative, Economics
Shanghai Pinghe School 2000 — 2008
IBDP
Gaw Capital August 2015 - Present
Russell Investments August 2012 - July 2015
McKinsey & Company July 2011 - August 2011
Russell Investments May 2011 - June 2011
Macquarie Group July 2009 - August 2009
Exigen Capital May 2009 - June 2009
Skills
Microsoft Office, Microsoft Excel, Matlab, Data Analysis, Microsoft Word, SQL, PowerPoint, Teamwork, Financial Analysis, Mandarin, Chinese, Stata, Statistics, R, Microsoft PowerPoint, Capital Markets, Portfolio Management, Investments, Investment Banking, Finance, Research, Bloomberg, Quantitative Analytics
Education
University of Washington 2014 — 2016
Master of Science (M.Sc.), Computational Finance & Risk Management
University of Minnesota-Twin Cities 2008 — 2012
Bachelor of Chemical Engineering, Chemical Engineering
University of Minnesota-Twin Cities 2008 — 2012
Bachelor of Arts (B.A.) - Quantitative, Economics
Shanghai Pinghe School 2000 — 2008
IBDP
Chris Collings's Russell Investments Experience April 1996 - June 2004
Job Office Administrator
Industry Accounting
Experience
CliftonLarsonAllen August 2005 - Present
LeMaster & Daniels PLLC August 2005 - November 2010
Russell Investments April 1996 - June 2004
Skills
Editing, Management, Accounting, Tax Preparation, Microsoft Office, Budgets, Microsoft Excel, Financial Reporting, Public Speaking
Education
University of Idaho 1986 — 1986
Music Education
CliftonLarsonAllen August 2005 - Present
LeMaster & Daniels PLLC August 2005 - November 2010
Russell Investments April 1996 - June 2004
Skills
Editing, Management, Accounting, Tax Preparation, Microsoft Office, Budgets, Microsoft Excel, Financial Reporting, Public Speaking
Education
University of Idaho 1986 — 1986
Music Education
Kara Ng Kara Ng's Russell Investments Experience March 2014 - Present
Job Investment Strategy Analyst at Russell Investments
Industry Investment Management
Experience
Russell Investments March 2014 - Present
University of Washington January 2010 - March 2014
Russell Investments June 2012 - February 2014
University of Washington, Michael G. Foster School of Business February 2011 - December 2012
Skills
Investment Strategies, Financial Modeling, Financial Econometrics, Financial Forecasting, Investment Management, Fixed Income, Equity Research, Asset Allocation, Matlab, R, Economics, Econometrics, Bloomberg, Equities
Education
University of Washington
Doctor of Philosophy (Ph.D.) (In Progress), Economics
University of Washington 2009 — 2012
Master of Arts (M.A.), Economics
University of California, Berkeley 2005 — 2009
Bachelor of Arts (B.A.), Applied Mathematics
University of California, Berkeley 2005 — 2009
Bachelor of Arts (B.A.), Economics
Russell Investments March 2014 - Present
University of Washington January 2010 - March 2014
Russell Investments June 2012 - February 2014
University of Washington, Michael G. Foster School of Business February 2011 - December 2012
Skills
Investment Strategies, Financial Modeling, Financial Econometrics, Financial Forecasting, Investment Management, Fixed Income, Equity Research, Asset Allocation, Matlab, R, Economics, Econometrics, Bloomberg, Equities
Education
University of Washington
Doctor of Philosophy (Ph.D.) (In Progress), Economics
University of Washington 2009 — 2012
Master of Arts (M.A.), Economics
University of California, Berkeley 2005 — 2009
Bachelor of Arts (B.A.), Applied Mathematics
University of California, Berkeley 2005 — 2009
Bachelor of Arts (B.A.), Economics
Arman Reyes Arman Reyes's Russell Investments Experience February 2015 - Present
Job Application Developer at Russell Investments
Industry Computer Software
Experience
Russell Investments February 2015 - Present
Microsoft February 2013 - September 2014
Microsoft July 2012 - February 2013
Southern Arizona Association for the Visually Impaired February 2012 - May 2012
The University of Arizona January 2011 - May 2012
Sandia National Laboratories May 2011 - August 2011
RTSync June 2010 - August 2010
Skills
Software Development, Web Services, Java, Programming, Software Engineering, Computer Science, Eclipse, Visual Studio, C#, PowerPoint, Microsoft Word, Program Management, MVC Architecture, .NET, Microsoft SQL Server, RESTful WebServices, JavaScript, AngularJS, Object Oriented Software, Bootstrap, Entity Framework, KnockoutJS
Education
University of Arizona 2008 — 2012
BS, Computer Science, Mathematics
Russell Investments February 2015 - Present
Microsoft February 2013 - September 2014
Microsoft July 2012 - February 2013
Southern Arizona Association for the Visually Impaired February 2012 - May 2012
The University of Arizona January 2011 - May 2012
Sandia National Laboratories May 2011 - August 2011
RTSync June 2010 - August 2010
Skills
Software Development, Web Services, Java, Programming, Software Engineering, Computer Science, Eclipse, Visual Studio, C#, PowerPoint, Microsoft Word, Program Management, MVC Architecture, .NET, Microsoft SQL Server, RESTful WebServices, JavaScript, AngularJS, Object Oriented Software, Bootstrap, Entity Framework, KnockoutJS
Education
University of Arizona 2008 — 2012
BS, Computer Science, Mathematics
Eric Tollefson's Russell Investments Experience May 2014 - Present
Job Financial Services
Industry Financial Services
Experience
Russell Investments May 2014 - Present
Accolade Holdings LLC 2009 - Present
Skills
Music, Social Media Marketing, Marketing Strategy, Marketing, Event Management, Business Development, Sales, Management, Customer Service, Music Industry, Strategic Planning, Public Speaking, Social Networking, Social Media, Event Planning, Microsoft Excel, Microsoft Office, Music Production, Publishing
Education
The University of Montana 2002 — 2006
Business Administration, Marketing and Management
Russell Investments May 2014 - Present
Accolade Holdings LLC 2009 - Present
Skills
Music, Social Media Marketing, Marketing Strategy, Marketing, Event Management, Business Development, Sales, Management, Customer Service, Music Industry, Strategic Planning, Public Speaking, Social Networking, Social Media, Event Planning, Microsoft Excel, Microsoft Office, Music Production, Publishing
Education
The University of Montana 2002 — 2006
Business Administration, Marketing and Management
Abraham Robison Abraham Robison's Russell Investments Experience April 2011 - Present
Job Quantitative Investment Strategist at Russell Investments
Industry Financial Services
Experience
Russell Investments April 2011 - Present
BlackRock February 2011 - April 2011
BlackRock October 2010 - February 2011
University of Hawaii at Hilo January 2008 - June 2008
University of Hawaii at Hilo 2006 - 2008
Skills
Econometrics, R, Financial Modeling, Time Series Analysis, Statistics, Asset Allocation, Matlab, Alternative Investments, Risk Management, Financial Forecasting, C++, Microsoft Excel, SQL, S-Plus, Databases, Bloomberg, Factset, Quantitative Analytics, Analysis, Data Analysis
Education
University of Washington 2008 — 2010
Masters, Economics
University of Hawaii at Hilo 1999 — 2003
Bachelor of Arts (B.A.), Mathematics
University of Hawaii at Hilo 1999 — 2003
Bachelor of Science (B.S.), Computer Science
Russell Investments April 2011 - Present
BlackRock February 2011 - April 2011
BlackRock October 2010 - February 2011
University of Hawaii at Hilo January 2008 - June 2008
University of Hawaii at Hilo 2006 - 2008
Skills
Econometrics, R, Financial Modeling, Time Series Analysis, Statistics, Asset Allocation, Matlab, Alternative Investments, Risk Management, Financial Forecasting, C++, Microsoft Excel, SQL, S-Plus, Databases, Bloomberg, Factset, Quantitative Analytics, Analysis, Data Analysis
Education
University of Washington 2008 — 2010
Masters, Economics
University of Hawaii at Hilo 1999 — 2003
Bachelor of Arts (B.A.), Mathematics
University of Hawaii at Hilo 1999 — 2003
Bachelor of Science (B.S.), Computer Science
Alex Montoya, CIMA®, AIF® Alex Montoya, CIMA®, AIF®'s Russell Investments Experience April 2007 - August 2014
Job Senior Vice President at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management April 2015 - Present
Morgan Stanley Investment Management August 2014 - March 2015
Russell Investments April 2007 - August 2014
Columbia Management August 2004 - April 2007
Van Kampen August 1995 - August 2004
Omega Protein, Inc. (formerly Zapata Protein) April 1994 - July 1995
Trinity University August 1993 - May 1995
Skills
Series 7, Asset Allocation, Mutual Funds, Alternative Investments, Series 63, Investment Strategies, Wealth Management, Investment Management, Retirement Planning, Series 65, Strategic Financial..., Asset Management, ETFs, Financial Advisory, Financial Analysis, Financial Services, Investment Advisory, Investments, Separately Managed..., Strategic Partnerships, Fixed Income, Portfolio Management, Securities, Equities, Financial Planning
Education
Trinity University 1991 — 1995
Bachelor of Science, International Business
Strake Jesuit 1987 — 1991
Saint Cecilia
Lazard Asset Management April 2015 - Present
Morgan Stanley Investment Management August 2014 - March 2015
Russell Investments April 2007 - August 2014
Columbia Management August 2004 - April 2007
Van Kampen August 1995 - August 2004
Omega Protein, Inc. (formerly Zapata Protein) April 1994 - July 1995
Trinity University August 1993 - May 1995
Skills
Series 7, Asset Allocation, Mutual Funds, Alternative Investments, Series 63, Investment Strategies, Wealth Management, Investment Management, Retirement Planning, Series 65, Strategic Financial..., Asset Management, ETFs, Financial Advisory, Financial Analysis, Financial Services, Investment Advisory, Investments, Separately Managed..., Strategic Partnerships, Fixed Income, Portfolio Management, Securities, Equities, Financial Planning
Education
Trinity University 1991 — 1995
Bachelor of Science, International Business
Strake Jesuit 1987 — 1991
Saint Cecilia
Jim Thames Jim Thames's Russell Investments Experience July 1995 - September 1999
Job President at DVG Ventures, LLC
Industry Financial Services
Experience
DVG Ventures, LLC September 2015 - Present
Fuel For Fire July 2015 - August 2015
Arrowstreet Capital September 1999 - March 2012
Russell Investments July 1995 - September 1999
Skills
Management, Microsoft Excel, Research, PowerPoint, Sales, Leadership, Training, Equities, Investments, Asset Management, Portfolio Management, Strategic Planning, Financial Services
Education
University of West Florida 1994 — 1995
Master of Business Administration (M.B.A.), Statistics
University of Florida 1985 — 1989
Bachelor of Business Administration (BBA), Finance and Financial Management Services
DVG Ventures, LLC September 2015 - Present
Fuel For Fire July 2015 - August 2015
Arrowstreet Capital September 1999 - March 2012
Russell Investments July 1995 - September 1999
Skills
Management, Microsoft Excel, Research, PowerPoint, Sales, Leadership, Training, Equities, Investments, Asset Management, Portfolio Management, Strategic Planning, Financial Services
Education
University of West Florida 1994 — 1995
Master of Business Administration (M.B.A.), Statistics
University of Florida 1985 — 1989
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Brian Goguen, CPA, CA, CFA Brian Goguen, CPA, CA, CFA's Russell Investments Experience October 2010 - Present
Job Associate Director, Institutional Investment Services at Russell Investments
Industry Investment Management
Experience
Russell Investments October 2010 - Present
Russell Investments June 1997 - April 2009
The Canada Life Assurance Company 1995 - 1997
Bruncor Inc. 1985 - 1994
Ernst & Whinney 1978 - 1985
Skills
Asset Managment, Investment Strategies, Portfolio Management, Investments, Investment Management, Asset Management, Relationship Management, Pensions, Pension Funds, Wealth Management, CRM, Mutual Funds, Asset Allocation
Education
University of New Brunswick 1973 — 1977
BBA
Simonds High School 1970 — 1973
Russell Investments October 2010 - Present
Russell Investments June 1997 - April 2009
The Canada Life Assurance Company 1995 - 1997
Bruncor Inc. 1985 - 1994
Ernst & Whinney 1978 - 1985
Skills
Asset Managment, Investment Strategies, Portfolio Management, Investments, Investment Management, Asset Management, Relationship Management, Pensions, Pension Funds, Wealth Management, CRM, Mutual Funds, Asset Allocation
Education
University of New Brunswick 1973 — 1977
BBA
Simonds High School 1970 — 1973
Chenglong (Calvin) Gong, CFA, FSA, CMT, Chenglong (Calvin) Gong, CFA, FSA, CMT,'s Russell Investments Experience 2012 - Present
Job Portfolio Manager at Russell Investments
Industry Financial Services
Experience
Russell Investments 2012 - Present
Sun Capital Advisers 2010 - 2012
Sun Capital Advisers 2009 - 2010
Sun Capital Advisers 2007 - 2009
Sun Life Financial 2004 - 2007
Skills
Capital Markets, Investments, Asset Management, Asset Allocation, Wealth Management, Fixed Income, Equity Capital Markets, FX, Interest Rate..., Equity Derivatives, Interest Rate Risk..., Interest Rate Swaps, Swaptions, Options, Options Strategies, Volatility, Volatility Arbitrage, Trading, Hedging, LDI, Technical Analysis, Market Analysis, Sentiment Analysis, Global Macro, Emerging Markets, Financial Modeling, Quantitative Analysis, Strategy Development, ALM, Actuarial Science, Bloomberg, Factset, FX Options, Investment Strategies, Derivatives
Education
University of Connecticut 2003 — 2004
M.S., Mathematics in actuarial science
Russell Investments 2012 - Present
Sun Capital Advisers 2010 - 2012
Sun Capital Advisers 2009 - 2010
Sun Capital Advisers 2007 - 2009
Sun Life Financial 2004 - 2007
Skills
Capital Markets, Investments, Asset Management, Asset Allocation, Wealth Management, Fixed Income, Equity Capital Markets, FX, Interest Rate..., Equity Derivatives, Interest Rate Risk..., Interest Rate Swaps, Swaptions, Options, Options Strategies, Volatility, Volatility Arbitrage, Trading, Hedging, LDI, Technical Analysis, Market Analysis, Sentiment Analysis, Global Macro, Emerging Markets, Financial Modeling, Quantitative Analysis, Strategy Development, ALM, Actuarial Science, Bloomberg, Factset, FX Options, Investment Strategies, Derivatives
Education
University of Connecticut 2003 — 2004
M.S., Mathematics in actuarial science
Bilal Naqvi, CFA Bilal Naqvi, CFA's Russell Investments Experience September 2007 - July 2013
Job Director of Investments at Manulife Financial
Industry Investment Management
Experience
Russell Investments September 2007 - July 2013
Manulife Asset Management April 2003 - September 2007
JPMorgan Chase January 1999 - August 2002
Washington Mutual January 1997 - June 1998
Bank of America January 1994 - December 1996
Household Finance September 1991 - December 1993
Skills
Asset Managment, Fixed Income, Investments, Investment Strategies, Portfolio Management, Asset Allocation, Equities, Capital Markets, Mutual Funds, Derivatives, Bloomberg, Investment Management, Bonds, Wealth Management, Fund Of Funds, Investment Advisory, Fixed Income Analysis, Due Diligence, Credit, Banking, Credit Management, Trading, Risk Management, Finance, Asset Management, Institutional..., Private Banking
Education
Woodbury University 1994 — 1995
MBA
University of Nebraska-Lincoln 1987 — 1991
Bachelor's Degree, Finance & Economics
CFA Institute
CFA Charterholder
Russell Investments September 2007 - July 2013
Manulife Asset Management April 2003 - September 2007
JPMorgan Chase January 1999 - August 2002
Washington Mutual January 1997 - June 1998
Bank of America January 1994 - December 1996
Household Finance September 1991 - December 1993
Skills
Asset Managment, Fixed Income, Investments, Investment Strategies, Portfolio Management, Asset Allocation, Equities, Capital Markets, Mutual Funds, Derivatives, Bloomberg, Investment Management, Bonds, Wealth Management, Fund Of Funds, Investment Advisory, Fixed Income Analysis, Due Diligence, Credit, Banking, Credit Management, Trading, Risk Management, Finance, Asset Management, Institutional..., Private Banking
Education
Woodbury University 1994 — 1995
MBA
University of Nebraska-Lincoln 1987 — 1991
Bachelor's Degree, Finance & Economics
CFA Institute
CFA Charterholder
Justin Killion's Russell Investments Experience June 2007 - August 2007
Job Manager PwC
Industry Investment Management
Experience
PwC September 2012 - Present
Grosvenor Capital Management August 2009 - September 2012
J.P. Morgan Private Bank May 2008 - August 2008
Russell Investments June 2007 - August 2007
Skills
Equities, Structured Products, Alternative Investments, Hedge Funds, Bloomberg, Private Equity, Valuation, Capital Markets, Financial Modeling, Derivatives, Asset Managment, Fund Of Funds, Securities, Investments, Portfolio Management, Due Diligence, Corporate Finance, Fixed Income, Equity Research, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor of Business Administration - High Distinction, Dual Concentrations, Finance and Accounting, Cumulative GPA: 3.8/4.0, Concentration GPA: 3.9/4.0
Passed Level II of the CFA Program
SJJ
PwC September 2012 - Present
Grosvenor Capital Management August 2009 - September 2012
J.P. Morgan Private Bank May 2008 - August 2008
Russell Investments June 2007 - August 2007
Skills
Equities, Structured Products, Alternative Investments, Hedge Funds, Bloomberg, Private Equity, Valuation, Capital Markets, Financial Modeling, Derivatives, Asset Managment, Fund Of Funds, Securities, Investments, Portfolio Management, Due Diligence, Corporate Finance, Fixed Income, Equity Research, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor of Business Administration - High Distinction, Dual Concentrations, Finance and Accounting, Cumulative GPA: 3.8/4.0, Concentration GPA: 3.9/4.0
Passed Level II of the CFA Program
SJJ
Vicki Wiprud's Russell Investments Experience March 2004 - September 2007
Job Personal Banker, AmericanWest Bank
Industry Banking
Experience
AmericanWest bank October 2013 - Present
VALIC May 2013 - October 2013
Americanwest Bank June 2008 - May 2013
Russell Investments March 2004 - September 2007
Russell Investments September 1997 - September 2007
Skills
Customer Service, Event Planning, Event Management, Cash Management, Cross Selling, Fundraising, Relationship Management, Banking, Portfolio Management, Investments, Loans, Financial Analysis, Management, Leadership, Credit, Strategic Planning, Financial Services
Education
University of Arizona 1988 — 1992
Bachelor of Science (BS), Political Science and Government
AmericanWest bank October 2013 - Present
VALIC May 2013 - October 2013
Americanwest Bank June 2008 - May 2013
Russell Investments March 2004 - September 2007
Russell Investments September 1997 - September 2007
Skills
Customer Service, Event Planning, Event Management, Cash Management, Cross Selling, Fundraising, Relationship Management, Banking, Portfolio Management, Investments, Loans, Financial Analysis, Management, Leadership, Credit, Strategic Planning, Financial Services
Education
University of Arizona 1988 — 1992
Bachelor of Science (BS), Political Science and Government
Jennifer Ahlport's Russell Investments Experience July 2014 - Present
Job Quantitative Risk Analyst at Russell Investments
Industry Financial Services
Experience
Russell Investments July 2014 - Present
Russell Investments January 2014 - July 2014
Degenkolb Engineers June 2008 - September 2012
UC Berkeley - Civil Engineering Department August 2007 - May 2008
Rutherford + Chekene June 2007 - August 2007
Kiewit May 2006 - August 2006
Skills
Earthquake Engineering, Structural Analysis, Seismic Design, Structural Engineering, Steel Design, Civil Engineering, SAP2000, Steel Structures, ETABS, Concrete, RISA, AutoCAD, MathCAD, Structural Engineers, Reinforced Concrete, Revit
Education
University of Washington 2013 — 2015
Computational Finance and Risk Management, Masters
University of California, Berkeley 2007 — 2008
MS, Structural Engineering
University of California, Berkeley 2003 — 2007
BS, Civil Engineering
Russell Investments July 2014 - Present
Russell Investments January 2014 - July 2014
Degenkolb Engineers June 2008 - September 2012
UC Berkeley - Civil Engineering Department August 2007 - May 2008
Rutherford + Chekene June 2007 - August 2007
Kiewit May 2006 - August 2006
Skills
Earthquake Engineering, Structural Analysis, Seismic Design, Structural Engineering, Steel Design, Civil Engineering, SAP2000, Steel Structures, ETABS, Concrete, RISA, AutoCAD, MathCAD, Structural Engineers, Reinforced Concrete, Revit
Education
University of Washington 2013 — 2015
Computational Finance and Risk Management, Masters
University of California, Berkeley 2007 — 2008
MS, Structural Engineering
University of California, Berkeley 2003 — 2007
BS, Civil Engineering
Michael Villarroel's Russell Investments Experience 2003 - 2005
Job Central Texas Relocation Manager at Graebel Companies
Industry
Experience
Graebel Moving Services April 2011 - Present
Marcus Zand and Associates 2008 - 2010
Russell Investments 2003 - 2005
HouseValues 2002 - 2004
Skills
Employee Benefits, Deferred Compensation, Employee Relations, Onboarding, Personnel Management, HRIS, PeopleSoft, Applicant Tracking..., Training, Succession Planning, Expatriate Management, Organizational..., Leadership, Workforce Planning, Negotiation, Management, Sales
Education
University of Missouri-Kansas City 1997 — 2001
BLA, BLA-History
Graebel Moving Services April 2011 - Present
Marcus Zand and Associates 2008 - 2010
Russell Investments 2003 - 2005
HouseValues 2002 - 2004
Skills
Employee Benefits, Deferred Compensation, Employee Relations, Onboarding, Personnel Management, HRIS, PeopleSoft, Applicant Tracking..., Training, Succession Planning, Expatriate Management, Organizational..., Leadership, Workforce Planning, Negotiation, Management, Sales
Education
University of Missouri-Kansas City 1997 — 2001
BLA, BLA-History
Aaron Saxe Aaron Saxe's Russell Investments Experience August 2002 - February 2006
Job Program Officer at Jim Joseph Foundation
Industry Philanthropy
Experience
Jim Joseph Foundation April 2015 - Present
Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties August 2012 - March 2015
The Clorox Company September 2010 - July 2012
Henkel June 2009 - September 2009
American Jewish University February 2006 - March 2008
Russell Investments August 2002 - February 2006
Skills
Marketing, Strategy, Competitive Analysis, Brand Management, Marketing Strategy
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA
University of Puget Sound 1998 — 2002
BA, Business/Economics
Jim Joseph Foundation April 2015 - Present
Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties August 2012 - March 2015
The Clorox Company September 2010 - July 2012
Henkel June 2009 - September 2009
American Jewish University February 2006 - March 2008
Russell Investments August 2002 - February 2006
Skills
Marketing, Strategy, Competitive Analysis, Brand Management, Marketing Strategy
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA
University of Puget Sound 1998 — 2002
BA, Business/Economics
Eric Macy, CFA Eric Macy, CFA's Russell Investments Experience December 2010 - Present
Job Managing Director at Russell Investments
Industry Investment Management
Experience
Russell Investments December 2010 - Present
Mercer June 2007 - November 2010
Brown Brothers Harriman 1995 - 2007
Skills
Investment Management, Equities, Asset Management, Alternative Investments, Hedge Funds, Investments, Fixed Income, Mutual Funds, Portfolio Management, Asset Allocation
Education
University of California, San Diego 1987 — 1991
BA, Economics (honors)
Russell Investments December 2010 - Present
Mercer June 2007 - November 2010
Brown Brothers Harriman 1995 - 2007
Skills
Investment Management, Equities, Asset Management, Alternative Investments, Hedge Funds, Investments, Fixed Income, Mutual Funds, Portfolio Management, Asset Allocation
Education
University of California, San Diego 1987 — 1991
BA, Economics (honors)
Peggy Bestervelt Peggy Bestervelt's Russell Investments Experience 2010 - Present
Job Marketing Director | CRM | Multichannel Direct Response
Industry Marketing and Advertising
Experience
Russell Investments 2010 - Present
JP Morgan Chase 2004 - 2009
Hibernia National Bank 2001 - 2004
Centura Banks 1997 - 2000
GTE Wireless 1996 - 1997
L.L.Bean 1992 - 1996
Domino's Pizza World Headquarters 1989 - 1992
Skills
Direct Marketing, Database Marketing, Segmentation, Analytics, Multi-channel Marketing, CRM, Customer Acquisition, Email Marketing, Marketing, Strategy, Marketing Strategy, Strategic Planning, Vendor Management, Campaign Management, Lead Generation, Direct Mail, Loyalty Programs, Customer Loyalty, Integrated Marketing, Strategy Development, Predictive Modeling, Cross Selling, Leadership, Online Marketing, Marketing Research, Creative Direction, Customer Retention, Relationship Marketing, Customer Engagement, Customer Lifecycle..., Data-driven Marketing, Marketing Management, Marketing Communications, Web Analytics, SEO, Market Research, Product Development, Digital Marketing, Digital Strategy, B2B2C, Interactive Marketing
Education
University of Michigan
Russell Investments 2010 - Present
JP Morgan Chase 2004 - 2009
Hibernia National Bank 2001 - 2004
Centura Banks 1997 - 2000
GTE Wireless 1996 - 1997
L.L.Bean 1992 - 1996
Domino's Pizza World Headquarters 1989 - 1992
Skills
Direct Marketing, Database Marketing, Segmentation, Analytics, Multi-channel Marketing, CRM, Customer Acquisition, Email Marketing, Marketing, Strategy, Marketing Strategy, Strategic Planning, Vendor Management, Campaign Management, Lead Generation, Direct Mail, Loyalty Programs, Customer Loyalty, Integrated Marketing, Strategy Development, Predictive Modeling, Cross Selling, Leadership, Online Marketing, Marketing Research, Creative Direction, Customer Retention, Relationship Marketing, Customer Engagement, Customer Lifecycle..., Data-driven Marketing, Marketing Management, Marketing Communications, Web Analytics, SEO, Market Research, Product Development, Digital Marketing, Digital Strategy, B2B2C, Interactive Marketing
Education
University of Michigan
Paul Olschwanger Paul Olschwanger's Russell Investments Experience October 2014 - Present
Job Director, NonProfits at Russell Investments
Industry Financial Services
Experience
Russell Investments October 2014 - Present
OverNorth August 2012 - October 2014
Adelante Capital Management July 2010 - July 2012
Olschwanger Partners, LLC May 1998 - July 2010
Quadra Capital Partners 1995 - 1998
Providian Financial 1994 - 1995
John Hancock 1989 - 1994
Skills
Sales Management, Asset Management, Executive Search, Management Consulting, Business Strategy, Asset Managment, Executive Coaching, Building Relationships, Career Strategist, Sales Compensation, PA Announcing, Equities, Investments, Investment Management, Marketing, Portfolio Management, Business Development, Leadership, Management, Recruiting, Networking, Professional Mentoring, Venture Capital, Finance, Financial Services, Executive Management, Private Equity, Consulting, Investment Banking, Talent Management, Alternative Investments, Valuation, Corporate Development, Hedge Funds, Due Diligence, Investment Strategies, Asset Allocation, Financial Modeling, Mutual Funds, Investment Advisory, Financial Advisory, Investor Relations, Securities, Emerging Markets, Corporate Finance, Capital Markets, Equity Research, Fixed Income, Wealth Management, Series 7
Education
University of Pennsylvania - The Wharton School 1995 — 1995
AIMSE Investment Institute, Investments and Marketing
The University of Texas at Austin 1979 — 1983
BBA, Finance
Russell Investments October 2014 - Present
OverNorth August 2012 - October 2014
Adelante Capital Management July 2010 - July 2012
Olschwanger Partners, LLC May 1998 - July 2010
Quadra Capital Partners 1995 - 1998
Providian Financial 1994 - 1995
John Hancock 1989 - 1994
Skills
Sales Management, Asset Management, Executive Search, Management Consulting, Business Strategy, Asset Managment, Executive Coaching, Building Relationships, Career Strategist, Sales Compensation, PA Announcing, Equities, Investments, Investment Management, Marketing, Portfolio Management, Business Development, Leadership, Management, Recruiting, Networking, Professional Mentoring, Venture Capital, Finance, Financial Services, Executive Management, Private Equity, Consulting, Investment Banking, Talent Management, Alternative Investments, Valuation, Corporate Development, Hedge Funds, Due Diligence, Investment Strategies, Asset Allocation, Financial Modeling, Mutual Funds, Investment Advisory, Financial Advisory, Investor Relations, Securities, Emerging Markets, Corporate Finance, Capital Markets, Equity Research, Fixed Income, Wealth Management, Series 7
Education
University of Pennsylvania - The Wharton School 1995 — 1995
AIMSE Investment Institute, Investments and Marketing
The University of Texas at Austin 1979 — 1983
BBA, Finance
Felipe Gonzales-Paul Felipe Gonzales-Paul's Russell Investments Experience June 2007 - October 2007
Job Sales Manager at reach | influence
Industry Marketing and Advertising
Experience
reach influence March 2015 - Present
LevelEleven April 2012 - February 2015
Hagemeyer North America 2010 - 2011
Hagemeyer North America 2008 - 2010
Russell Investments June 2007 - October 2007
Skills
Account Management, New Business Development, Sales Operations, Salesforce.com, Sales Management, Enterprise Software, Sales, Leadership, Sales Process, Cross-functional Team..., CRM
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelor of Business Administration, Accounting
Northville High School
reach influence March 2015 - Present
LevelEleven April 2012 - February 2015
Hagemeyer North America 2010 - 2011
Hagemeyer North America 2008 - 2010
Russell Investments June 2007 - October 2007
Skills
Account Management, New Business Development, Sales Operations, Salesforce.com, Sales Management, Enterprise Software, Sales, Leadership, Sales Process, Cross-functional Team..., CRM
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelor of Business Administration, Accounting
Northville High School
Bernard Yeung Bernard Yeung's Russell Investments Experience June 2015 - Present
Job Regional Sales Associate at Russell Investments
Industry Banking
Experience
Russell Investments June 2015 - Present
Russell Investments May 2014 - May 2015
University of Ontario Institute of Technology (UOIT) September 2013 - December 2013
BMO Nesbitt Burns May 2013 - August 2013
PERTEC Staffing August 2012 - April 2013
PERTEC Staffing May 2012 - August 2012
Skills
Talent Acquisition, Time Management, Technical Recruiting, Recruiting, Permanent Placement, Teamwork, Wealth Management, Leadership, PowerPoint, Applicant Tracking...
Education
University of Ontario Institute of Technology
Bachelor of Commerce (B.Com.), Finance
Russell Investments June 2015 - Present
Russell Investments May 2014 - May 2015
University of Ontario Institute of Technology (UOIT) September 2013 - December 2013
BMO Nesbitt Burns May 2013 - August 2013
PERTEC Staffing August 2012 - April 2013
PERTEC Staffing May 2012 - August 2012
Skills
Talent Acquisition, Time Management, Technical Recruiting, Recruiting, Permanent Placement, Teamwork, Wealth Management, Leadership, PowerPoint, Applicant Tracking...
Education
University of Ontario Institute of Technology
Bachelor of Commerce (B.Com.), Finance
Sarah P. Weese Sarah P. Weese's Russell Investments Experience July 2010 - Present
Job National Account Executive US Private Client Services at Russell Investments
Industry Financial Services
Experience
Russell Investments July 2010 - Present
Russell Investments April 2009 - August 2010
Russell Investments January 2007 - April 2009
Russell Investments January 2005 - January 2007
Russell Investments September 2000 - January 2005
Russell Investments January 2000 - September 2000
Russell Investments September 1998 - December 1999
Fidelity Investments July 1995 - June 1998
Fidelity Investments December 1993 - June 1995
The Equitable Financial Companies August 1993 - December 1993
Education
University of New Hampshire 1990 — 1993
BA, Political Science
Russell Investments July 2010 - Present
Russell Investments April 2009 - August 2010
Russell Investments January 2007 - April 2009
Russell Investments January 2005 - January 2007
Russell Investments September 2000 - January 2005
Russell Investments January 2000 - September 2000
Russell Investments September 1998 - December 1999
Fidelity Investments July 1995 - June 1998
Fidelity Investments December 1993 - June 1995
The Equitable Financial Companies August 1993 - December 1993
Education
University of New Hampshire 1990 — 1993
BA, Political Science
Myan Hansen Myan Hansen's Russell Investments Experience February 2011 - July 2012
Job Sr. Manager Compliance, Communications with the Public at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc. July 2012 - Present
Russell Investments February 2011 - July 2012
Charles Schwab & Co., Inc. May 2007 - February 2011
Charles Schwab & Co., Inc. March 1999 - April 2007
Montgomery Asset Management, LLC August 1996 - January 1999
Linsco/Private Ledger June 1994 - June 1996
Skills
Series 7, Series 24, Mutual Funds, Alternative Investments, Investment Advisory, ETFs, Asset Managment, Equities, Hedge Funds, FINRA, Wealth Management, Investments, Asset Allocation, Portfolio Management
Education
University of California, Irvine
Bachelor's Degree, Economics
Charles Schwab & Co., Inc. July 2012 - Present
Russell Investments February 2011 - July 2012
Charles Schwab & Co., Inc. May 2007 - February 2011
Charles Schwab & Co., Inc. March 1999 - April 2007
Montgomery Asset Management, LLC August 1996 - January 1999
Linsco/Private Ledger June 1994 - June 1996
Skills
Series 7, Series 24, Mutual Funds, Alternative Investments, Investment Advisory, ETFs, Asset Managment, Equities, Hedge Funds, FINRA, Wealth Management, Investments, Asset Allocation, Portfolio Management
Education
University of California, Irvine
Bachelor's Degree, Economics
Katie Birmingham Weigel Katie Birmingham Weigel's Russell Investments Experience 1988 - 1993
Job Portfolio Manager at ThomasPartners
Industry Financial Services
Experience
ThomasPartners January 2012 - Present
LongPoint Financial Planning May 2004 - December 2011
ThomasPartners, Inc November 2002 - April 2004
Russell Investments 1988 - 1993
Frank Russell Company 1988 - 1993
Ibbotson Associates October 1986 - May 1988
Education
University of Minnesota-Twin Cities 1982 — 1984
MS, Applied Economics and Statistics
University of Wisconsin-Eau Claire 1978 — 1982
BA, Economics
ThomasPartners January 2012 - Present
LongPoint Financial Planning May 2004 - December 2011
ThomasPartners, Inc November 2002 - April 2004
Russell Investments 1988 - 1993
Frank Russell Company 1988 - 1993
Ibbotson Associates October 1986 - May 1988
Education
University of Minnesota-Twin Cities 1982 — 1984
MS, Applied Economics and Statistics
University of Wisconsin-Eau Claire 1978 — 1982
BA, Economics
Gregory Chai, CFA Gregory Chai, CFA's Russell Investments Experience September 1992 - October 1998
Job Vice President Institutional Investment Services
Industry Financial Services
Experience
Guardian Capital LP April 2009 - Present
Barclays Global Investors October 1998 - July 2008
Russell Investments September 1992 - October 1998
Skills
Portfolio Management, Investments, Institutional..., Equities, Investment Strategies, Fixed Income, Relationship Management, Asset Management, Business Development, Strategy, Investment Management, Pension Funds
Education
University of Guelph 1988 — 1992
Bachelor, Commerce
Guardian Capital LP April 2009 - Present
Barclays Global Investors October 1998 - July 2008
Russell Investments September 1992 - October 1998
Skills
Portfolio Management, Investments, Institutional..., Equities, Investment Strategies, Fixed Income, Relationship Management, Asset Management, Business Development, Strategy, Investment Management, Pension Funds
Education
University of Guelph 1988 — 1992
Bachelor, Commerce
Peter Schaffer Peter Schaffer's Russell Investments Experience January 2014 - Present
Job Head of Business Strategy at Russell Investments
Industry Financial Services
Experience
Russell Investments January 2014 - Present
Russell Investments August 2011 - December 2013
Franklin Templeton Investments 2008 - August 2011
Franklin Templeton Investments 2006 - 2008
Franklin Templeton Investments 2004 - 2006
Charles Schwab 2000 - 2003
Wells Fargo Investments 1995 - 2000
Skills
Alternative Investments, Mutual Funds, Investments, Asset Management, Investment Strategies, Product Management, Product Development, Product Strategy, ETFs, Business Strategy, Institutional, Pensions, Pricing, Retail, Wealth Management, Series 7, Fund Of Funds, Financial Modeling, Product Marketing, Strategy, Leadership, Business Analysis
Education
University of San Francisco - Graduate School of Management 1998 — 2001
MBA, Finance
University of California, Berkeley 1987 — 1992
Bachelor of Arts (BA), Economics
Russell Investments January 2014 - Present
Russell Investments August 2011 - December 2013
Franklin Templeton Investments 2008 - August 2011
Franklin Templeton Investments 2006 - 2008
Franklin Templeton Investments 2004 - 2006
Charles Schwab 2000 - 2003
Wells Fargo Investments 1995 - 2000
Skills
Alternative Investments, Mutual Funds, Investments, Asset Management, Investment Strategies, Product Management, Product Development, Product Strategy, ETFs, Business Strategy, Institutional, Pensions, Pricing, Retail, Wealth Management, Series 7, Fund Of Funds, Financial Modeling, Product Marketing, Strategy, Leadership, Business Analysis
Education
University of San Francisco - Graduate School of Management 1998 — 2001
MBA, Finance
University of California, Berkeley 1987 — 1992
Bachelor of Arts (BA), Economics
Sarah Stockstad's Russell Investments Experience 2003 - 2004
Job Marketing, PR and Design Contractor at Fresh Eyes Communications
Industry Hospital & Health Care
Experience
Fresh Eyes Communications January 2007 - Present
Baptist Health August 2007 - September 2009
Premier Media Group January 2004 - March 2007
Russell Investments 2003 - 2004
Skills
Marketing, Marketing Strategy, Project Management, Public Relations, Graphic Design, Event Planning, Adobe Creative Suite, Marketing Communications, Collateral, Social Media, Copy Editing, Advertising
Education
University of Florida 2008 — 2010
MBA, Customer Analysis, Marketing
University of Washington 2002 — 2005
Bachelor's, Communications (Journalism), Public Relations
Fresh Eyes Communications January 2007 - Present
Baptist Health August 2007 - September 2009
Premier Media Group January 2004 - March 2007
Russell Investments 2003 - 2004
Skills
Marketing, Marketing Strategy, Project Management, Public Relations, Graphic Design, Event Planning, Adobe Creative Suite, Marketing Communications, Collateral, Social Media, Copy Editing, Advertising
Education
University of Florida 2008 — 2010
MBA, Customer Analysis, Marketing
University of Washington 2002 — 2005
Bachelor's, Communications (Journalism), Public Relations
Jay Slusher, AIF Jay Slusher, AIF's Russell Investments Experience July 2005 - December 2007
Job Vice President External Advisor Consultant at PIMCO
Industry Investment Management
Experience
PIMCO April 2011 - Present
Buffalo Funds January 2010 - April 2011
Russell Investment Group January 2008 - April 2009
Russell Investments July 2005 - December 2007
JP MORGAN RETIREMENT PLAN SERVICES January 2000 - January 2005
American Century Investments 1995 - 2000
Skills
Investments, Mutual Funds, Alternative Investments, Retirement, Asset Allocation, 401k, Investment Management, Portfolio Management, Series 7, Retirement Planning
Education
University of Central Missouri 1985 — 1990
Bachelor of Science, Business Administration
PIMCO April 2011 - Present
Buffalo Funds January 2010 - April 2011
Russell Investment Group January 2008 - April 2009
Russell Investments July 2005 - December 2007
JP MORGAN RETIREMENT PLAN SERVICES January 2000 - January 2005
American Century Investments 1995 - 2000
Skills
Investments, Mutual Funds, Alternative Investments, Retirement, Asset Allocation, 401k, Investment Management, Portfolio Management, Series 7, Retirement Planning
Education
University of Central Missouri 1985 — 1990
Bachelor of Science, Business Administration
Sue Mackey Sue Mackey's Russell Investments Experience September 2000 - October 2001
Job Event Director at National Audubon Society
Industry Nonprofit Organization Management
Experience
National Audubon Society October 2010 - Present
National Audubon Society October 2003 - October 2010
Skip Barber Racing School October 2001 - August 2003
Russell Investments September 2000 - October 2001
Skills
Fundraising, Event Management, Public Speaking, Non-profits, Event Planning
Education
University of Hartford 1994 — 1998
BS, Elementary Education/ Sociology
National Audubon Society October 2010 - Present
National Audubon Society October 2003 - October 2010
Skip Barber Racing School October 2001 - August 2003
Russell Investments September 2000 - October 2001
Skills
Fundraising, Event Management, Public Speaking, Non-profits, Event Planning
Education
University of Hartford 1994 — 1998
BS, Elementary Education/ Sociology
Joseph Glynn Joseph Glynn's Russell Investments Experience June 2007 - October 2009
Job Regional Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
Charles Schwab June 2011 - May 2014
Russell Investments June 2007 - October 2009
Rosenthal Collins Group January 2001 - June 2007
Merrill Lynch June 1997 - March 2000
Goldman Sachs June 1994 - June 1997
Education
University of Iowa 1990 — 1994
BBA, Finance
Loyola 1986 — 1990
Charles Schwab June 2014 - Present
Charles Schwab June 2011 - May 2014
Russell Investments June 2007 - October 2009
Rosenthal Collins Group January 2001 - June 2007
Merrill Lynch June 1997 - March 2000
Goldman Sachs June 1994 - June 1997
Education
University of Iowa 1990 — 1994
BBA, Finance
Loyola 1986 — 1990
Alex Twist's Russell Investments Experience May 2008 - August 2008
Job Research Assistant at University of Washington
Industry Research
Experience
Varsity Tutors May 2015 - Present
WyzAnt Tutoring September 2009 - Present
University of Washington April 2014 - March 2015
University of Washington August 2012 - December 2014
Academy of the Holy Names August 2009 - June 2012
University of Oregon August 2008 - June 2009
Russell Investments May 2008 - August 2008
Skills
Econometrics, Statistics, Economics, Mathematics, Applied Mathematics, Mathematical Modeling, Research, Data Analysis, R, Matlab, Java, Eviews, Stata, Economic Research, Rowing, Economic Policy, International Economics, Game Theory, Computer Science, Algorithms, Finance, Quantitative Finance, Coaching, University Teaching, Academic Tutoring, Microsoft Office, Open Office, LaTeX, Sports Coaching, Monetary Policy, Monetary Economics, International Finance, International Policy, Decision Modeling, Teaching, Public Speaking, SQL, Microsoft Excel
Education
University of Washington 2012 — 2017
Doctor of Philosophy (Ph.D.), Economics
University of Washington 2012 — 2014
Master of Arts (M.A.), Economics
University of Oregon 2008 — 2009
Economics
University of Puget Sound 2004 — 2008
Bachelor of Science (BS), Mathematics, Economics
Varsity Tutors May 2015 - Present
WyzAnt Tutoring September 2009 - Present
University of Washington April 2014 - March 2015
University of Washington August 2012 - December 2014
Academy of the Holy Names August 2009 - June 2012
University of Oregon August 2008 - June 2009
Russell Investments May 2008 - August 2008
Skills
Econometrics, Statistics, Economics, Mathematics, Applied Mathematics, Mathematical Modeling, Research, Data Analysis, R, Matlab, Java, Eviews, Stata, Economic Research, Rowing, Economic Policy, International Economics, Game Theory, Computer Science, Algorithms, Finance, Quantitative Finance, Coaching, University Teaching, Academic Tutoring, Microsoft Office, Open Office, LaTeX, Sports Coaching, Monetary Policy, Monetary Economics, International Finance, International Policy, Decision Modeling, Teaching, Public Speaking, SQL, Microsoft Excel
Education
University of Washington 2012 — 2017
Doctor of Philosophy (Ph.D.), Economics
University of Washington 2012 — 2014
Master of Arts (M.A.), Economics
University of Oregon 2008 — 2009
Economics
University of Puget Sound 2004 — 2008
Bachelor of Science (BS), Mathematics, Economics
Neil McAllister's Russell Investments Experience January 2014 - September 2015
Job Senior Client Account Manager at Morningstar
Industry Financial Services
Experience
Morningstar September 2015 - Present
Russell Investments January 2014 - September 2015
Russell Investments April 2011 - January 2014
Car Gallery, Inc. September 2004 - April 2011
Ennis Knupp & Associates 2000 - 2004
Skills
Mutual Funds, Asset Allocation, Investment Management, Investments, Investment Strategies, Asset Management, Equities, Hedge Funds, Financial Modeling, Financial Analysis
Education
University of Illinois at Urbana-Champaign 1996 — 2000
BS, Business Administration, MIS
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Business Administration, Management Information Systems
Morningstar September 2015 - Present
Russell Investments January 2014 - September 2015
Russell Investments April 2011 - January 2014
Car Gallery, Inc. September 2004 - April 2011
Ennis Knupp & Associates 2000 - 2004
Skills
Mutual Funds, Asset Allocation, Investment Management, Investments, Investment Strategies, Asset Management, Equities, Hedge Funds, Financial Modeling, Financial Analysis
Education
University of Illinois at Urbana-Champaign 1996 — 2000
BS, Business Administration, MIS
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Business Administration, Management Information Systems
Ciprian Pascariu's Russell Investments Experience 2004 - 2005
Job Security Operations Engineer at Global Blue
Industry Consumer Services
Experience
Global Blue June 2015 - Present
Global Blue November 2011 - June 2015
University of Washington November 2009 - March 2011
Harborview Medical Center June 2005 - November 2009
Russell Investments 2004 - 2005
Microsoft July 2000 - July 2004
Skills
Integration, IT Management, IT Strategy, Linux, Project Management, Troubleshooting, Information Technology, Windows, Windows Server, Security, Vulnerability Management, Risk Management, Management, Leadership, Network Engineering, Team Leadership, Testing, Operations Management, Juniper, Data Center, Unix, Active Directory, SQL, Databases, Network Administration, Healthcare Information..., Software Documentation, Data Migration, Checkpoint Security, F5 BigIP, ASA, Technology Management, Technical Support, Technical Analysis, Cross-platform..., Cisco Nexus, Cisco ASA, Netscaler, VPN
Education
Universitatea Tehnică „Gh. Asachi” din Iași 1993 — 1998
Liceul de Informatica "Gr. Moisil", Iasi 1989 — 1993
Global Blue June 2015 - Present
Global Blue November 2011 - June 2015
University of Washington November 2009 - March 2011
Harborview Medical Center June 2005 - November 2009
Russell Investments 2004 - 2005
Microsoft July 2000 - July 2004
Skills
Integration, IT Management, IT Strategy, Linux, Project Management, Troubleshooting, Information Technology, Windows, Windows Server, Security, Vulnerability Management, Risk Management, Management, Leadership, Network Engineering, Team Leadership, Testing, Operations Management, Juniper, Data Center, Unix, Active Directory, SQL, Databases, Network Administration, Healthcare Information..., Software Documentation, Data Migration, Checkpoint Security, F5 BigIP, ASA, Technology Management, Technical Support, Technical Analysis, Cross-platform..., Cisco Nexus, Cisco ASA, Netscaler, VPN
Education
Universitatea Tehnică „Gh. Asachi” din Iași 1993 — 1998
Liceul de Informatica "Gr. Moisil", Iasi 1989 — 1993
Jesse Young's Russell Investments Experience September 2006 - April 2010
Job Business and Technology Consultant
Industry Information Technology and Services
Experience
Washington State Legislature January 2014 - Present
Rose International February 2013 - Present
Adecco Staffing, USA January 2012 - January 2013
U.S. Congress December 2010 - August 2012
JLY Consulting LLC September 2011 - February 2012
VOLT April 2010 - January 2012
U.S. Congress April 2010 - August 2010
Russell Investments September 2006 - April 2010
Premera Blue Cross February 2005 - August 2006
PeopleSoft August 1999 - February 2005
Skills
Program Management, Business Analysis, Management, Business Intelligence, Leadership, Process Improvement, Vendor Management, Change Management, SDLC, Strategy, Strategic Planning, Team Building, Disaster Recovery, Business Process..., Human Resources, Integration, Executive Management, IT Strategy, Business Process, Management Consulting, Consulting, Public Speaking, PMO, CRM, PeopleSoft, Requirements Gathering
Education
University of Notre Dame 1995 — 1999
Bachelor of Business Administration (BBA), Management Information Systems, General
Washington State Legislature January 2014 - Present
Rose International February 2013 - Present
Adecco Staffing, USA January 2012 - January 2013
U.S. Congress December 2010 - August 2012
JLY Consulting LLC September 2011 - February 2012
VOLT April 2010 - January 2012
U.S. Congress April 2010 - August 2010
Russell Investments September 2006 - April 2010
Premera Blue Cross February 2005 - August 2006
PeopleSoft August 1999 - February 2005
Skills
Program Management, Business Analysis, Management, Business Intelligence, Leadership, Process Improvement, Vendor Management, Change Management, SDLC, Strategy, Strategic Planning, Team Building, Disaster Recovery, Business Process..., Human Resources, Integration, Executive Management, IT Strategy, Business Process, Management Consulting, Consulting, Public Speaking, PMO, CRM, PeopleSoft, Requirements Gathering
Education
University of Notre Dame 1995 — 1999
Bachelor of Business Administration (BBA), Management Information Systems, General
Matt Dmytryszyn Matt Dmytryszyn's Russell Investments Experience 2005 - March 2011
Job Research Analyst at LaSalle Street Capital Management
Industry Investment Management
Experience
LaSalle Street Capital Management March 2011 - Present
Russell Investments 2005 - March 2011
Piper Jaffray July 1999 - March 2005
Skills
Investments, Asset Allocation, Asset Management, Equity Research, Valuation, Research, Alternative Investments, Portfolio Management
Education
University of Minnesota - Carlson School of Management 1997 — 2001
2001, Finance, Accounting
LaSalle Street Capital Management March 2011 - Present
Russell Investments 2005 - March 2011
Piper Jaffray July 1999 - March 2005
Skills
Investments, Asset Allocation, Asset Management, Equity Research, Valuation, Research, Alternative Investments, Portfolio Management
Education
University of Minnesota - Carlson School of Management 1997 — 2001
2001, Finance, Accounting
Frank Pape's Russell Investments Experience December 2011 - Present
Job Director, Consulting Services
Industry Investment Management
Experience
Russell Investments December 2011 - Present
Russell Investments January 2006 - December 2011
Russell/Mellon Analytical Services November 1999 - June 2004
The Regence Group April 1990 - March 1998
Skills
Capital Markets, Asset Allocation, Asset Managment, Performance Measurement, Public Speaking, Tax, Mutual Funds, Alternative Investments, Client Presentation, Written & Oral..., Fixed Income Strategies, Management, Retirement Planning, Investments, Wealth Management, Portfolio Management, Asset Management, Investment Advisory, Financial Services, Hedge Funds, Investment Strategies, ETFs
Education
University of Arkansas 1982 — 1989
BSBA, Accounting
Russell Investments December 2011 - Present
Russell Investments January 2006 - December 2011
Russell/Mellon Analytical Services November 1999 - June 2004
The Regence Group April 1990 - March 1998
Skills
Capital Markets, Asset Allocation, Asset Managment, Performance Measurement, Public Speaking, Tax, Mutual Funds, Alternative Investments, Client Presentation, Written & Oral..., Fixed Income Strategies, Management, Retirement Planning, Investments, Wealth Management, Portfolio Management, Asset Management, Investment Advisory, Financial Services, Hedge Funds, Investment Strategies, ETFs
Education
University of Arkansas 1982 — 1989
BSBA, Accounting
Robert Ouimet, CIMA®'s Russell Investments Experience March 2008 - Present
Job Regional Director, Russell Investments
Industry Investment Management
Experience
Russell Investments March 2008 - Present
Franklin Templeton Investments 2006 - 2008
T. Rowe Price 2003 - 2006
Signator Investors, Inc. 2002 - 2003
Education
University of Florida 1999 — 2002
Bachelor of Arts
Russell Investments March 2008 - Present
Franklin Templeton Investments 2006 - 2008
T. Rowe Price 2003 - 2006
Signator Investors, Inc. 2002 - 2003
Education
University of Florida 1999 — 2002
Bachelor of Arts
Scott Upham Scott Upham's Russell Investments Experience December 2005 - February 2012
Job Managing Director at Cribstone Capital Management
Industry Investment Management
Experience
Cribstone Capital Management, LLC February 2012 - Present
Russell Investments December 2005 - February 2012
Russell Investment Group December 2005 - February 2012
Maine Maritime Museum February 2009 - January 2012
Ameriprise Financial Services, Inc. March 2002 - December 2005
Putnam Investments February 1999 - April 2002
Fleet Investment Services January 1993 - March 1999
Education
University of Maine 1988 — 1992
BS, Finance
Cribstone Capital Management, LLC February 2012 - Present
Russell Investments December 2005 - February 2012
Russell Investment Group December 2005 - February 2012
Maine Maritime Museum February 2009 - January 2012
Ameriprise Financial Services, Inc. March 2002 - December 2005
Putnam Investments February 1999 - April 2002
Fleet Investment Services January 1993 - March 1999
Education
University of Maine 1988 — 1992
BS, Finance
Doug Byrkit Doug Byrkit's Russell Investments Experience April 2006 - November 2010
Job Vice President at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors December 2010 - Present
Russell Investments April 2006 - November 2010
Russell Mellon January 2004 - March 2006
Gartner January 2003 - January 2004
Sprint Nextel 1995 - 2002
MCI January 1994 - May 1995
Skills
Asset Management, Consultative Selling, New Business Development, Investments, Vendor Management, Asset Managment, Selling, Mutual Funds, ETFs, Alternative Investments, Portfolio Management, Asset Allocation, Sales, Hedge Funds, Investment Management, Investment Strategies, Fixed Income, Financial Services
Education
University of California, Davis 1989 — 1993
Dimensional Fund Advisors December 2010 - Present
Russell Investments April 2006 - November 2010
Russell Mellon January 2004 - March 2006
Gartner January 2003 - January 2004
Sprint Nextel 1995 - 2002
MCI January 1994 - May 1995
Skills
Asset Management, Consultative Selling, New Business Development, Investments, Vendor Management, Asset Managment, Selling, Mutual Funds, ETFs, Alternative Investments, Portfolio Management, Asset Allocation, Sales, Hedge Funds, Investment Management, Investment Strategies, Fixed Income, Financial Services
Education
University of California, Davis 1989 — 1993
Parker Merchant Parker Merchant's Russell Investments Experience March 2014 - Present
Job Portfolio Analyst at Russell Investments
Industry Financial Services
Experience
Russell Investments March 2014 - Present
Huntington National Bank February 2013 - March 2014
The Highland Group, Inc. September 2011 - November 2012
Education
University of Washington 2014 — 2016
MS, Computational Finance & Risk Management
University of Colorado at Boulder
BA, Mathematics, Economics
Russell Investments March 2014 - Present
Huntington National Bank February 2013 - March 2014
The Highland Group, Inc. September 2011 - November 2012
Education
University of Washington 2014 — 2016
MS, Computational Finance & Risk Management
University of Colorado at Boulder
BA, Mathematics, Economics
Carrie Cook McManis Carrie Cook McManis's Russell Investments Experience November 2000 - July 2008
Job Sr. Director Tax at Safeway
Industry Retail
Experience
Safeway November 2013 - Present
Outerwall March 2012 - November 2013
Eddie Bauer July 2008 - March 2012
Russell Investments November 2000 - July 2008
Arthur Andersen January 1999 - November 2000
Preston Gates & Ellis June 1997 - January 1999
Skills
Accounting, Corporate Tax, Financial Reporting, Income Tax, Management, Mergers, Private Equity, Project Planning, Property Tax, Sarbanes-Oxley Act, Tax, Tax Accounting, Tax Research, Dodd-Frank, IFRS, International Tax, Partnership Taxation
Education
University of Washington School of Law 1996 — 1997
Master of Laws (LL.M.), Taxation
University of San Francisco School of Law 1994 — 1996
J.D., Law
University of Louisville 1988 — 1991
B.S., Sociology
Safeway November 2013 - Present
Outerwall March 2012 - November 2013
Eddie Bauer July 2008 - March 2012
Russell Investments November 2000 - July 2008
Arthur Andersen January 1999 - November 2000
Preston Gates & Ellis June 1997 - January 1999
Skills
Accounting, Corporate Tax, Financial Reporting, Income Tax, Management, Mergers, Private Equity, Project Planning, Property Tax, Sarbanes-Oxley Act, Tax, Tax Accounting, Tax Research, Dodd-Frank, IFRS, International Tax, Partnership Taxation
Education
University of Washington School of Law 1996 — 1997
Master of Laws (LL.M.), Taxation
University of San Francisco School of Law 1994 — 1996
J.D., Law
University of Louisville 1988 — 1991
B.S., Sociology
Bob Mohr Bob Mohr's Russell Investments Experience February 2000 - February 2008
Job PNW Regional Sales Manager at Morin, A Kingspan Group Company
Industry Building Materials
Experience
Warmboard, Inc. February 2010 - November 2013
Schmitz Park PTA November 2012 - May 2013
Saxton Bradley, Inc July 2008 - December 2010
Russell Investments February 2000 - February 2008
LMN Architects February 1994 - February 2000
Skills
Training, Time Management, Project Management, Cross-functional Team..., Sales, Forming long term..., Residential Homes, Event Planning, Team Building, LEED
Education
University of Illinois at Chicago 1977 — 1983
Bachelor of Arts, Architectural Design, Architecture, 5 Year professional degree
Proviso West HS 1973 — 1977
HS Diploma, General
Warmboard, Inc. February 2010 - November 2013
Schmitz Park PTA November 2012 - May 2013
Saxton Bradley, Inc July 2008 - December 2010
Russell Investments February 2000 - February 2008
LMN Architects February 1994 - February 2000
Skills
Training, Time Management, Project Management, Cross-functional Team..., Sales, Forming long term..., Residential Homes, Event Planning, Team Building, LEED
Education
University of Illinois at Chicago 1977 — 1983
Bachelor of Arts, Architectural Design, Architecture, 5 Year professional degree
Proviso West HS 1973 — 1977
HS Diploma, General
Chris Jantzen, MBA Chris Jantzen, MBA's Russell Investments Experience February 2007 - April 2009
Job System Engineer II DevOps at Expedia, Inc.
Industry Information Technology and Services
Experience
Expedia, Inc. July 2014 - Present
MSCI Inc. August 2011 - June 2014
MSCI Inc. October 2009 - July 2011
Russell Investments February 2007 - April 2009
Skills
Ruby, Visual Basic, Subversion, Unix Shell Scripting, JIRA, SharePoint, Shell Scripting, Perl Script, Powershell, Autosys, Tomcat, LDAP, Linux, Windows Server, Eclipse, XML, Release Engineering, Software Deployment, SQL, SFTP, Netscaler, Windows HPC, Windows Azure, Splunk, ITIL
Education
University of Central Oklahoma 2012 — 2014
Master's Degree, Business Administration and Management, General
Washington State University 2002 — 2006
Bachelor of Arts (B.A.), Management Information Systems, General
Washington State University 2002 — 2006
Bachelor of Arts (B.A.), Entrepreneurship/Entrepreneurial Studies
Expedia, Inc. July 2014 - Present
MSCI Inc. August 2011 - June 2014
MSCI Inc. October 2009 - July 2011
Russell Investments February 2007 - April 2009
Skills
Ruby, Visual Basic, Subversion, Unix Shell Scripting, JIRA, SharePoint, Shell Scripting, Perl Script, Powershell, Autosys, Tomcat, LDAP, Linux, Windows Server, Eclipse, XML, Release Engineering, Software Deployment, SQL, SFTP, Netscaler, Windows HPC, Windows Azure, Splunk, ITIL
Education
University of Central Oklahoma 2012 — 2014
Master's Degree, Business Administration and Management, General
Washington State University 2002 — 2006
Bachelor of Arts (B.A.), Management Information Systems, General
Washington State University 2002 — 2006
Bachelor of Arts (B.A.), Entrepreneurship/Entrepreneurial Studies
Artemiza Woodgate Artemiza Woodgate's Russell Investments Experience March 2004 - Present
Job Senior Research Analyst at Russell Investments
Industry Investment Management
Experience
Russell Investments March 2004 - Present
Skills
Quantitative Investing, Investments, Equities, Analysis, Research, Due Diligence, Thought Leadership, Alternative Investments, Investment Management, Hedge Funds, Equity Research, Finance, Asset Allocation, Portfolio Optimization, Portfolio Management, Investment Strategies, Asset Management, Mutual Funds, Financial Modeling, Fixed Income
Education
University of Washington
Doctor of Philosophy (PhD), Finance
University of Auckland
Master of Science (MSc), Mathematics, With Distinction
University of Auckland
Bachelor of Science (BSc) - Honors, Mathematics, First Class Honors
Russell Investments March 2004 - Present
Skills
Quantitative Investing, Investments, Equities, Analysis, Research, Due Diligence, Thought Leadership, Alternative Investments, Investment Management, Hedge Funds, Equity Research, Finance, Asset Allocation, Portfolio Optimization, Portfolio Management, Investment Strategies, Asset Management, Mutual Funds, Financial Modeling, Fixed Income
Education
University of Washington
Doctor of Philosophy (PhD), Finance
University of Auckland
Master of Science (MSc), Mathematics, With Distinction
University of Auckland
Bachelor of Science (BSc) - Honors, Mathematics, First Class Honors
Rachael Eich Rachael Eich's Russell Investments Experience August 2010 - April 2011
Job Branch Manager at Penski, Inc.
Industry Government Administration
Experience
Penski, Inc. October 2014 - Present
Olgoonik Development, LLC April 2013 - Present
GENCO May 2012 - April 2013
Federal Emergecy Management Agency October 2011 - March 2012
Russell Investments August 2010 - April 2011
Russell Investments August 2008 - April 2009
Skills
Employee Relations, Customer Service
Education
Buffalo State College 2000 — 2004
Bachelor of Science, Business Administartion
Penski, Inc. October 2014 - Present
Olgoonik Development, LLC April 2013 - Present
GENCO May 2012 - April 2013
Federal Emergecy Management Agency October 2011 - March 2012
Russell Investments August 2010 - April 2011
Russell Investments August 2008 - April 2009
Skills
Employee Relations, Customer Service
Education
Buffalo State College 2000 — 2004
Bachelor of Science, Business Administartion
Gashirai Zengeni Gashirai Zengeni's Russell Investments Experience November 2011 - Present
Job Research Analyst at Russell Investments
Industry Investment Management
Experience
Russell Investments November 2011 - Present
Russell Investments October 2007 - October 2011
Société Générale March 2007 - September 2007
TK Maxx January 2007 - February 2007
D&D London 2002 - 2005
London Marriott Hotel Regents Park July 2004 - August 2004
Skills
Emerging Markets, Equities, Fund Of Funds, Investment Strategies, Portfolio analysis, Factset, Bloomberg, Capital Markets, Equity Valuation
Education
University of Bristol
Bachelor of Science (BSc), Mathematics, First class
Russell Investments November 2011 - Present
Russell Investments October 2007 - October 2011
Société Générale March 2007 - September 2007
TK Maxx January 2007 - February 2007
D&D London 2002 - 2005
London Marriott Hotel Regents Park July 2004 - August 2004
Skills
Emerging Markets, Equities, Fund Of Funds, Investment Strategies, Portfolio analysis, Factset, Bloomberg, Capital Markets, Equity Valuation
Education
University of Bristol
Bachelor of Science (BSc), Mathematics, First class
Jon Bass Jon Bass's Russell Investments Experience 1998 - February 2003
Job Senior System Administrator at World Vision
Industry Information Technology and Services
Experience
World Vision April 2012 - Present
CGI February 2003 - March 2012
Russell Investments 1998 - February 2003
Skills
SCCM, Windows 7, System Deployment, Active Directory, Enterprise Architecture, Disaster Recovery, IT Strategy, Windows Server, Vendor Management, Virtualization, Visio, Integration, VMware, Requirements Analysis, Citrix, IT Management, Microsoft SQL Server, DNS, Solution Architecture, Requirements Gathering, VMware Infrastructure, Security, Change Management, Project Management, vSphere, SQL, IT Operations, Servers, IT Outsourcing, BMC Remedy, Incident Management, Information Security
Education
University of Alaska Fairbanks 1990 — 1992
Aviation technology, Business Management
World Vision April 2012 - Present
CGI February 2003 - March 2012
Russell Investments 1998 - February 2003
Skills
SCCM, Windows 7, System Deployment, Active Directory, Enterprise Architecture, Disaster Recovery, IT Strategy, Windows Server, Vendor Management, Virtualization, Visio, Integration, VMware, Requirements Analysis, Citrix, IT Management, Microsoft SQL Server, DNS, Solution Architecture, Requirements Gathering, VMware Infrastructure, Security, Change Management, Project Management, vSphere, SQL, IT Operations, Servers, IT Outsourcing, BMC Remedy, Incident Management, Information Security
Education
University of Alaska Fairbanks 1990 — 1992
Aviation technology, Business Management
Dustin Lewellyn, CFA Dustin Lewellyn, CFA's Russell Investments Experience 2004 - 2007
Job Chief Investment Officer at Penserra Capital Management LLC
Industry Investment Management
Experience
Penserra Capital Management LLC April 2012 - Present
Golden Gate Investment Consulting LLC June 2011 - Present
Charles Schwab 2009 - 2011
Northern Trust 2007 - 2009
Russell Investments 2004 - 2007
Barclays Global Investors 1997 - 2003
Skills
ETFs, Transition Management
Education
University of Iowa 1993 — 1996
BBA, Finance
Penserra Capital Management LLC April 2012 - Present
Golden Gate Investment Consulting LLC June 2011 - Present
Charles Schwab 2009 - 2011
Northern Trust 2007 - 2009
Russell Investments 2004 - 2007
Barclays Global Investors 1997 - 2003
Skills
ETFs, Transition Management
Education
University of Iowa 1993 — 1996
BBA, Finance
Susan P Brown's Russell Investments Experience November 2008 - June 2012
Job Director of Corporate Communications at HaloSource
Industry Public Relations and Communications
Experience
HaloSource April 2015 - Present
One By One January 2015 - June 2015
Seattle Biomedical Research Institute (now Center for Infectious Disease Research) June 2012 - March 2014
Russell Investments November 2008 - June 2012
Russell Investment Group September 2004 - October 2008
Saffron Brand Consultants June 2001 - November 2003
ONO July 2000 - June 2001
J. Walter Thompson 1997 - 2000
J.Walter Thompson July 1992 - March 1996
Skills
Corporate Branding, Global Branding, Marketing Strategy, Integrated Marketing, Advertising, Marketing Communications, Corporate Communications, Change Management, Public Relations, Brand Development, Marketing Management, Competitive Analysis, Market Planning, Internal Communications, Cross-functional Team..., Marketing Research, Thought Leadership, Strategy, Management, Marketing, Leadership, Strategic Planning, Brand Management, Market Research, Online Marketing, Copywriting, Creative Direction, Digital Marketing, Project Management, Content Strategy, Start-ups, Consulting, Social Media
Education
University of Nebraska-Lincoln 1988 — 1992
Bachelor of Journalism, summa cum laude
HaloSource April 2015 - Present
One By One January 2015 - June 2015
Seattle Biomedical Research Institute (now Center for Infectious Disease Research) June 2012 - March 2014
Russell Investments November 2008 - June 2012
Russell Investment Group September 2004 - October 2008
Saffron Brand Consultants June 2001 - November 2003
ONO July 2000 - June 2001
J. Walter Thompson 1997 - 2000
J.Walter Thompson July 1992 - March 1996
Skills
Corporate Branding, Global Branding, Marketing Strategy, Integrated Marketing, Advertising, Marketing Communications, Corporate Communications, Change Management, Public Relations, Brand Development, Marketing Management, Competitive Analysis, Market Planning, Internal Communications, Cross-functional Team..., Marketing Research, Thought Leadership, Strategy, Management, Marketing, Leadership, Strategic Planning, Brand Management, Market Research, Online Marketing, Copywriting, Creative Direction, Digital Marketing, Project Management, Content Strategy, Start-ups, Consulting, Social Media
Education
University of Nebraska-Lincoln 1988 — 1992
Bachelor of Journalism, summa cum laude
Katy Bardizian, CPA Katy Bardizian, CPA's Russell Investments Experience 2009 - Present
Job Assistant Controller at Russell Investment Group
Industry Accounting
Experience
Russell Investments 2009 - Present
Russell Investment Group July 2006 - August 2009
KPMG LLP 2003 - 2006
Skills
Accounting, Analysis, Change Management, Financial Reporting, GAAP, Internal Controls, Microsoft Excel, Microsoft Office, Outlook, SEC filings, US GAAP, Financial Accounting
Education
The University of Montana 1998 — 2003
Masters and Undergrad, Accounting
Russell Investments 2009 - Present
Russell Investment Group July 2006 - August 2009
KPMG LLP 2003 - 2006
Skills
Accounting, Analysis, Change Management, Financial Reporting, GAAP, Internal Controls, Microsoft Excel, Microsoft Office, Outlook, SEC filings, US GAAP, Financial Accounting
Education
The University of Montana 1998 — 2003
Masters and Undergrad, Accounting
Lisa Katzman Lisa Katzman's Russell Investments Experience October 2007 - April 2009
Job Business Analyst at IBM
Industry Management Consulting
Experience
IBM August 2014 - Present
IBM (Contractor through Collabera) November 2012 - August 2014
Microsoft (Volt Contractor) June 2011 - June 2012
Russell Investments October 2007 - April 2009
T Rowe Price December 2005 - October 2007
T Rowe Price July 2004 - December 2005
Continental Warranty April 2003 - July 2004
Zio's Italian Kitchen January 2001 - April 2003
Skills
Building Relationships, Customer Advocacy, Business Analysis, Business Strategy, Microsoft SQL Server, Windows Azure, Office 365, Microsoft Office, Root Cause Analysis, Microsoft Product Studio, Presentations, Strategic Negotiations, Strategic Consulting, Internal & External..., Windows, SPSS, Management, Investments, SharePoint, Data Analysis, Visio, Management Consulting, Cloud Computing, Process Improvement, Analysis
Education
University of Tampa - John H. Sykes College of Business 2005 — 2007
Masters, Business Administration; Management Concentration
University of Colorado Colorado Springs 1997 — 2001
B.S., Business Administration; emphasis: Marketing
Melbourne Central Catholic
IBM August 2014 - Present
IBM (Contractor through Collabera) November 2012 - August 2014
Microsoft (Volt Contractor) June 2011 - June 2012
Russell Investments October 2007 - April 2009
T Rowe Price December 2005 - October 2007
T Rowe Price July 2004 - December 2005
Continental Warranty April 2003 - July 2004
Zio's Italian Kitchen January 2001 - April 2003
Skills
Building Relationships, Customer Advocacy, Business Analysis, Business Strategy, Microsoft SQL Server, Windows Azure, Office 365, Microsoft Office, Root Cause Analysis, Microsoft Product Studio, Presentations, Strategic Negotiations, Strategic Consulting, Internal & External..., Windows, SPSS, Management, Investments, SharePoint, Data Analysis, Visio, Management Consulting, Cloud Computing, Process Improvement, Analysis
Education
University of Tampa - John H. Sykes College of Business 2005 — 2007
Masters, Business Administration; Management Concentration
University of Colorado Colorado Springs 1997 — 2001
B.S., Business Administration; emphasis: Marketing
Melbourne Central Catholic
Myunghee Chung Myunghee Chung's Russell Investments Experience June 2011 - March 2012
Job Business and Finance Officer III at King County Parks
Industry Accounting
Experience
King County Parks Senior AccountantKing CountyMarch 2013 - November 2014
Seattle Community Colleges July 2012 - March 2013
Russell Investments June 2011 - March 2012
ALPS Price Meadows June 2000 - June 2011
National Australia Bank October 1992 - December 1995
Skills
Internal Controls, Accounting, Auditing, Tax, GAAP, Hedge Funds, Fund Of Funds, Analysis, Financial Statements, Fund Administration, Budgets
Education
University of Washington
M.A. (MPAcc), Taxation
University of Oregon
B.A., Economics
Ewha Women's University
B.A., Business Administration
King County Parks Senior AccountantKing CountyMarch 2013 - November 2014
Seattle Community Colleges July 2012 - March 2013
Russell Investments June 2011 - March 2012
ALPS Price Meadows June 2000 - June 2011
National Australia Bank October 1992 - December 1995
Skills
Internal Controls, Accounting, Auditing, Tax, GAAP, Hedge Funds, Fund Of Funds, Analysis, Financial Statements, Fund Administration, Budgets
Education
University of Washington
M.A. (MPAcc), Taxation
University of Oregon
B.A., Economics
Ewha Women's University
B.A., Business Administration
Bob Collie's Russell Investments Experience April 1994 - Present
Job Chief Research Strategist, Americas Institutional at Russell Investments
Industry Investment Management
Experience
Russell Investments April 1994 - Present
Mercer Consulting 1986 - 1994
Education
University of Oxford 1983 — 1986
MA, Mathematics
Russell Investments April 1994 - Present
Mercer Consulting 1986 - 1994
Education
University of Oxford 1983 — 1986
MA, Mathematics
Eric Mandell, CFA's Russell Investments Experience 2010 - 2011
Job Relationship Manager at BMO Global Asset Management
Industry Investment Management
Experience
BMO Global Asset Management 2012 - Present
BMO Global Asset Management 2011 - 2012
Russell Investments 2010 - 2011
Duff & Phelps 2005 - 2010
Morgan Stanley Smith Barney 2002 - 2004
Aquarian Partners 2002 - 2004
Skills
Series 7, Series 63, Investments, Portfolio Management, Valuation, Asset Allocation, DCF, Equities, Financial Modeling, Capital Markets, Fixed Income, Alternative Investments, Investment Banking, Corporate Finance, Hedge Funds, Private Equity, Mutual Funds, Investment Strategies, Investment Management, Securities, Financial Markets, Equity Valuation, Bonds, Investment Advisory, Chartered Financial..., Financial Services, Trading
Education
CFA Institute
Chartered Financial Analyst
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
BS, Finance
BMO Global Asset Management 2012 - Present
BMO Global Asset Management 2011 - 2012
Russell Investments 2010 - 2011
Duff & Phelps 2005 - 2010
Morgan Stanley Smith Barney 2002 - 2004
Aquarian Partners 2002 - 2004
Skills
Series 7, Series 63, Investments, Portfolio Management, Valuation, Asset Allocation, DCF, Equities, Financial Modeling, Capital Markets, Fixed Income, Alternative Investments, Investment Banking, Corporate Finance, Hedge Funds, Private Equity, Mutual Funds, Investment Strategies, Investment Management, Securities, Financial Markets, Equity Valuation, Bonds, Investment Advisory, Chartered Financial..., Financial Services, Trading
Education
CFA Institute
Chartered Financial Analyst
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
BS, Finance
Derek Villeneuve Derek Villeneuve's Russell Investments Experience May 2011 - January 2013
Job Senior Account Manager at Capital Benefit Services
Industry Insurance
Experience
Capital Benefit Services January 2013 - Present
Russell Investments May 2011 - January 2013
MW Boone & Associates 2010 - 2011
DiMartino Financial Services June 2007 - February 2010
Oppenheimer Investment Management 2006 - 2007
Peak Invesment Management 2005 - 2006
D.A. Davidson 1994 - 2002
Skills
Employee Benefits, Health Insurance, Group Benefit Plans, Health In, Dental Insurance, Client Services, Account Management, Disability Insurance, Insurance, Portfolio Management, Relationship Management, Strategic Financial..., Equities, Mutual Funds, Client Service Oriented, Investment Management, Wealth Management, Securities, Business Development, Financial Analysis, New Business Development, Investments, Personal Financial..., Operations Management, Operational Excellence, Business Process..., Leadership
Education
University of Montana 1987 — 1991
Bachelors, Business, 3.75
University of Montana
Bachelor of Science (B.S.), Finance, General
Capital Benefit Services January 2013 - Present
Russell Investments May 2011 - January 2013
MW Boone & Associates 2010 - 2011
DiMartino Financial Services June 2007 - February 2010
Oppenheimer Investment Management 2006 - 2007
Peak Invesment Management 2005 - 2006
D.A. Davidson 1994 - 2002
Skills
Employee Benefits, Health Insurance, Group Benefit Plans, Health In, Dental Insurance, Client Services, Account Management, Disability Insurance, Insurance, Portfolio Management, Relationship Management, Strategic Financial..., Equities, Mutual Funds, Client Service Oriented, Investment Management, Wealth Management, Securities, Business Development, Financial Analysis, New Business Development, Investments, Personal Financial..., Operations Management, Operational Excellence, Business Process..., Leadership
Education
University of Montana 1987 — 1991
Bachelors, Business, 3.75
University of Montana
Bachelor of Science (B.S.), Finance, General
Chris Stirrat's Russell Investments Experience May 2015 - Present
Job Program Manager Index Business at Russell Investments
Industry Computer Software
Experience
Russell Investments May 2015 - Present
Clutch - weareclutch.com January 2015 - Present
Caradigm December 2012 - May 2014
Microsoft December 2011 - December 2012
Microsoft 2008 - December 2011
Microsoft 2005 - 2008
Microsoft 2002 - 2005
Microsoft 1999 - 2001
Microsoft 1996 - 1999
FileNet 1993 - 1996
Skills
Software Deployment, Vendor Management, Systems Management, PaaS, Cloud Computing, Enterprise Software, Windows Azure, Virtualization, Agile Methodologies, Distributed Systems, Technical Leadership, Partner Management, Software Development, SCVMM, Private Cloud, Software Design, Visual Studio, Microsoft Technologies, Solution Architecture, IaaS, Hyper-V, Scalability, Enterprise Architecture, SaaS, Server Architecture, Software Engineering, System Architecture, Program Management, Agile Project Management, Software Project..., High Availability, Data Center, IT Strategy, System Deployment
Education
UCSD
Bachelor of Science, Computer Science
Russell Investments May 2015 - Present
Clutch - weareclutch.com January 2015 - Present
Caradigm December 2012 - May 2014
Microsoft December 2011 - December 2012
Microsoft 2008 - December 2011
Microsoft 2005 - 2008
Microsoft 2002 - 2005
Microsoft 1999 - 2001
Microsoft 1996 - 1999
FileNet 1993 - 1996
Skills
Software Deployment, Vendor Management, Systems Management, PaaS, Cloud Computing, Enterprise Software, Windows Azure, Virtualization, Agile Methodologies, Distributed Systems, Technical Leadership, Partner Management, Software Development, SCVMM, Private Cloud, Software Design, Visual Studio, Microsoft Technologies, Solution Architecture, IaaS, Hyper-V, Scalability, Enterprise Architecture, SaaS, Server Architecture, Software Engineering, System Architecture, Program Management, Agile Project Management, Software Project..., High Availability, Data Center, IT Strategy, System Deployment
Education
UCSD
Bachelor of Science, Computer Science
Mollie Jensen's Russell Investments Experience 2010 - Present
Job Director at Russell Investments, Private Client Services
Industry Investment Management
Experience
Russell Investments 2010 - Present
Westside School 2004 - Present
Strategic Solutions 2004 - 2010
Russell Investments 2002 - 2004
Russell Investments 2000 - 2002
Russell Investments 1996 - 2000
Russell Investments 1993 - 1996
Weyerhaeuser 1987 - 1990
Skills
Investment Management, Marketing Strategy, Marketing, Business Process..., Analytics, Business Strategy, Strategy, Leadership, Management, Product Marketing, Business, Team Building
Education
University of Washington 1994 — 1996
MBA
University of Idaho 1982 — 1986
Bachelor of Science
Russell Investments 2010 - Present
Westside School 2004 - Present
Strategic Solutions 2004 - 2010
Russell Investments 2002 - 2004
Russell Investments 2000 - 2002
Russell Investments 1996 - 2000
Russell Investments 1993 - 1996
Weyerhaeuser 1987 - 1990
Skills
Investment Management, Marketing Strategy, Marketing, Business Process..., Analytics, Business Strategy, Strategy, Leadership, Management, Product Marketing, Business, Team Building
Education
University of Washington 1994 — 1996
MBA
University of Idaho 1982 — 1986
Bachelor of Science
Ian Byrkit's Russell Investments Experience December 2010 - Present
Job Regional Director at Russell Investments
Industry Financial Services
Experience
Russell Investments December 2010 - Present
Oracle July 2008 - December 2010
StoneCastle Land & Home Financial March 2003 - July 2008
ULTIMEDIA, INC. May 2001 - March 2003
APPSHOP, INC January 2001 - May 2001
McAfee, INC. January 2000 - December 2000
Sprint Nextel 1996 - 1999
Education
University of California, Davis
Russell Investments December 2010 - Present
Oracle July 2008 - December 2010
StoneCastle Land & Home Financial March 2003 - July 2008
ULTIMEDIA, INC. May 2001 - March 2003
APPSHOP, INC January 2001 - May 2001
McAfee, INC. January 2000 - December 2000
Sprint Nextel 1996 - 1999
Education
University of California, Davis
Brandon Currie's Russell Investments Experience June 2011 - November 2011
Job Product Manager ETFs & Index Funds at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2013 - Present
Matthews International Capital Management April 2012 - October 2013
Russell Investments June 2011 - November 2011
Wurts & Associates March 2010 - June 2011
Reign Capital August 2009 - March 2010
Environmental Credit Corporation January 2006 - April 2006
Pacific Northwest National Laboratory June 2005 - September 2005
Skills
Capital Markets, Investments, Research, Market Research, Microsoft Excel, Portfolio Management, Financial Modeling, Equities, Equity Research, Asset Managment, Data Analysis, Financial Analysis, Valuation, Alternative Investments, Hedge Funds, Economics, ETFs, Index Funds, Asset Management, Analysis
Education
University of San Francisco
MS, Finance
University of California, Santa Cruz
BA, Economics
Charles Schwab October 2013 - Present
Matthews International Capital Management April 2012 - October 2013
Russell Investments June 2011 - November 2011
Wurts & Associates March 2010 - June 2011
Reign Capital August 2009 - March 2010
Environmental Credit Corporation January 2006 - April 2006
Pacific Northwest National Laboratory June 2005 - September 2005
Skills
Capital Markets, Investments, Research, Market Research, Microsoft Excel, Portfolio Management, Financial Modeling, Equities, Equity Research, Asset Managment, Data Analysis, Financial Analysis, Valuation, Alternative Investments, Hedge Funds, Economics, ETFs, Index Funds, Asset Management, Analysis
Education
University of San Francisco
MS, Finance
University of California, Santa Cruz
BA, Economics
Sam Ushio's Russell Investments Experience November 2013 - Present
Job Director, Practice Management at Russell Investments
Industry Financial Services
Experience
Russell Investments November 2013 - Present
Russell Investments May 2009 - October 2013
Russell Investment Group March 2008 - May 2009
Russell Investments October 2005 - March 2008
Russell Investment Group October 2004 - October 2005
Strong Investments 2002 - 2004
Strong Investments 2000 - 2002
Education
University of Nebraska-Lincoln
Finance and Marketing
University of Washington, Michael G. Foster School of Business
Master of Business Administration (MBA)
Russell Investments November 2013 - Present
Russell Investments May 2009 - October 2013
Russell Investment Group March 2008 - May 2009
Russell Investments October 2005 - March 2008
Russell Investment Group October 2004 - October 2005
Strong Investments 2002 - 2004
Strong Investments 2000 - 2002
Education
University of Nebraska-Lincoln
Finance and Marketing
University of Washington, Michael G. Foster School of Business
Master of Business Administration (MBA)
Patrick Wise's Russell Investments Experience September 2009 - June 2011
Job Senior Program Manager
Industry Information Technology and Services
Experience
Blue Shield of California June 2014 - December 2014
TrueBlue Inc. June 2011 - January 2013
Russell Investments September 2009 - June 2011
Centerstance March 2008 - September 2008
Russell Investments August 2007 - March 2008
Peninsula Automotive Enterprises July 2001 - July 2007
Integrated Management Services August 2001 - January 2006
Sierra Systems Group January 1993 - April 2001
Skills
Requirements Analysis, Product Development, ITIL, Project Management, Integration, Management, Change Management, Software Project..., Enterprise Software, SDLC, Scrum, Software Development, Vendor Management, Leadership, Strategy, Business Process..., Business Process, Consulting
Education
University of London 1962 — 1964
Blue Shield of California June 2014 - December 2014
TrueBlue Inc. June 2011 - January 2013
Russell Investments September 2009 - June 2011
Centerstance March 2008 - September 2008
Russell Investments August 2007 - March 2008
Peninsula Automotive Enterprises July 2001 - July 2007
Integrated Management Services August 2001 - January 2006
Sierra Systems Group January 1993 - April 2001
Skills
Requirements Analysis, Product Development, ITIL, Project Management, Integration, Management, Change Management, Software Project..., Enterprise Software, SDLC, Scrum, Software Development, Vendor Management, Leadership, Strategy, Business Process..., Business Process, Consulting
Education
University of London 1962 — 1964
Frederick Myers's Russell Investments Experience August 2010 - September 2011
Job Founder & Managing Director at Northwood Investment Partners, LLC
Industry Investment Management
Experience
Northwood Investment Partners, LLC 2013 - Present
AREVA NP September 2011 - October 2013
Russell Investments August 2010 - September 2011
Sempra Energy June 2008 - July 2010
Flexibilis Oy June 2009 - December 2009
Booz Allen Hamilton October 2005 - May 2008
US Navy 1998 - 2005
Skills
Financial Modeling, Risk Management, Financial Analysis, Valuation, Strategic Planning, Portfolio Management, Corporate Finance, Asset Managment, Business Strategy, Analysis, Project Management, Mergers, Process Improvement, Management Consulting, Change Management, Cross-functional Team..., Operations Management, Investments, Due Diligence, Strategy, Forecasting, Mergers & Acquisitions, Renewable Energy, Finance, Market Research, Management, Start-ups, Managerial Finance, Leadership, Competitive Analysis, Business Process..., Business Development, Energy, Venture Capital, Asset Management, Negotiation, Six Sigma
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2010
MBA
United States Naval Academy 1999 — 2003
Bachelor of Science
Naval Nuclear Power 2003 — 2004
Northwood Investment Partners, LLC 2013 - Present
AREVA NP September 2011 - October 2013
Russell Investments August 2010 - September 2011
Sempra Energy June 2008 - July 2010
Flexibilis Oy June 2009 - December 2009
Booz Allen Hamilton October 2005 - May 2008
US Navy 1998 - 2005
Skills
Financial Modeling, Risk Management, Financial Analysis, Valuation, Strategic Planning, Portfolio Management, Corporate Finance, Asset Managment, Business Strategy, Analysis, Project Management, Mergers, Process Improvement, Management Consulting, Change Management, Cross-functional Team..., Operations Management, Investments, Due Diligence, Strategy, Forecasting, Mergers & Acquisitions, Renewable Energy, Finance, Market Research, Management, Start-ups, Managerial Finance, Leadership, Competitive Analysis, Business Process..., Business Development, Energy, Venture Capital, Asset Management, Negotiation, Six Sigma
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2010
MBA
United States Naval Academy 1999 — 2003
Bachelor of Science
Naval Nuclear Power 2003 — 2004
Scottland Jacobson's Russell Investments Experience December 2012 - Present
Job Director Learning and Development at Russell Investments
Industry Financial Services
Experience
Russell Investments December 2012 - Present
Russell Investments June 2010 - December 2012
Russell Investments April 2009 - June 2010
Russell Investments February 2007 - April 2009
Russell Investments June 2000 - February 2007
Russell Investments December 1996 - June 2000
Seattle Shanti September 1994 - December 1996
UC Santa Cruz July 1991 - June 1994
Skills
Strategic Planning, Talent Management, Strategy, Investments, Strategic Financial..., Mutual Funds, Change Management, Public Speaking, Financial Services, Leadership, Asset Management, Relationship Management, Series 7, Asset Allocation, Investment Strategies, Portfolio Management, Cross-functional Team..., Project Management, Vendor Management, Salesforce.com, Asset Managment, Coaching
Education
University of California, Santa Cruz 1987 — 1991
Bachelor of Arts (B.A.), English and American Literature
Russell Investments December 2012 - Present
Russell Investments June 2010 - December 2012
Russell Investments April 2009 - June 2010
Russell Investments February 2007 - April 2009
Russell Investments June 2000 - February 2007
Russell Investments December 1996 - June 2000
Seattle Shanti September 1994 - December 1996
UC Santa Cruz July 1991 - June 1994
Skills
Strategic Planning, Talent Management, Strategy, Investments, Strategic Financial..., Mutual Funds, Change Management, Public Speaking, Financial Services, Leadership, Asset Management, Relationship Management, Series 7, Asset Allocation, Investment Strategies, Portfolio Management, Cross-functional Team..., Project Management, Vendor Management, Salesforce.com, Asset Managment, Coaching
Education
University of California, Santa Cruz 1987 — 1991
Bachelor of Arts (B.A.), English and American Literature
Ashley Grissom's Russell Investments Experience May 2010 - Present
Job Trader at Russell Investments
Industry Investment Management
Experience
Russell Investments May 2010 - Present
Q Investments January 2008 - June 2009
WaMu Capital Corp. January 2003 - September 2007
Forza Capital Management June 2000 - June 2002
Spear, Leeds & Kellogg September 1999 - May 2000
Skills
Bloomberg, Trading, Fixed Income, Investment Management, Credit Risk, Hedge Funds, Equities, Portfolio Management, Alternative Investments, Hedging, Bonds, Capital Markets, Investments, Asset Management, Options, Asset Allocation, Series 63, Structured Products, Investment Strategies, Securities, Equity Research, Equity Derivatives, Valuation, Derivatives, Series 7, Equity Trading, ETFs, Series 55, Series 66
Education
The Jerome Fisher Program in Management and Technology at the University of Pennsylvania 1994 — 1999
University of Pennsylvania - The Wharton School 1994 — 1999
Bachelor of Science in Economics, Finance
University of Pennsylvania 1994 — 1999
Bachelor of Applied Science, Computer Science
The McCallie School 1990 — 1994
High school
Russell Investments May 2010 - Present
Q Investments January 2008 - June 2009
WaMu Capital Corp. January 2003 - September 2007
Forza Capital Management June 2000 - June 2002
Spear, Leeds & Kellogg September 1999 - May 2000
Skills
Bloomberg, Trading, Fixed Income, Investment Management, Credit Risk, Hedge Funds, Equities, Portfolio Management, Alternative Investments, Hedging, Bonds, Capital Markets, Investments, Asset Management, Options, Asset Allocation, Series 63, Structured Products, Investment Strategies, Securities, Equity Research, Equity Derivatives, Valuation, Derivatives, Series 7, Equity Trading, ETFs, Series 55, Series 66
Education
The Jerome Fisher Program in Management and Technology at the University of Pennsylvania 1994 — 1999
University of Pennsylvania - The Wharton School 1994 — 1999
Bachelor of Science in Economics, Finance
University of Pennsylvania 1994 — 1999
Bachelor of Applied Science, Computer Science
The McCallie School 1990 — 1994
High school
Francois Pintal's Russell Investments Experience January 2002 - January 2004
Job VicePresident and Regional Manager, National Bank Financial
Industry Financial Services
Experience
National Bank Financial December 2005 - Present
Russell Investments January 2002 - January 2004
Fidelity Investments January 2000 - 2002
AIM Trimark Investments January 1995 - 2000
AGF Management Limited 1990 - 1995
Skills
Portfolio Management, Mutual Funds, Investments, Wealth Management, Investment Advisory, Investment Strategies, Equities, Asset Allocation, Asset Management, Strategic Financial..., Fixed Income, Financial Markets, Capital Markets, Alternative Investments, Securities, Derivatives, Bonds, Banking, Trading, Financial Analysis, Bloomberg, Financial Advisory, Corporate Finance
Education
Université de Sherbrooke 1985 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
séminaire de Québec 1980 — 1981
National Bank Financial December 2005 - Present
Russell Investments January 2002 - January 2004
Fidelity Investments January 2000 - 2002
AIM Trimark Investments January 1995 - 2000
AGF Management Limited 1990 - 1995
Skills
Portfolio Management, Mutual Funds, Investments, Wealth Management, Investment Advisory, Investment Strategies, Equities, Asset Allocation, Asset Management, Strategic Financial..., Fixed Income, Financial Markets, Capital Markets, Alternative Investments, Securities, Derivatives, Bonds, Banking, Trading, Financial Analysis, Bloomberg, Financial Advisory, Corporate Finance
Education
Université de Sherbrooke 1985 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
séminaire de Québec 1980 — 1981
B.J. Gavin's Russell Investments Experience 2014 - Present
Job Manager, Corporate Projects and Analysis at Russell Investments
Industry Investment Management
Experience
Russell Investments 2014 - Present
Russell Investment Group 2007 - 2014
Ernst and Young 2005 - 2006
Skills
Financial Analysis, Auditing, Financial Modeling, Valuation
Education
University of Notre Dame - Mendoza College of Business 2003 — 2004
University of Washington, Michael G. Foster School of Business 1999 — 2003
B.S., Accoutning & Finance
Russell Investments 2014 - Present
Russell Investment Group 2007 - 2014
Ernst and Young 2005 - 2006
Skills
Financial Analysis, Auditing, Financial Modeling, Valuation
Education
University of Notre Dame - Mendoza College of Business 2003 — 2004
University of Washington, Michael G. Foster School of Business 1999 — 2003
B.S., Accoutning & Finance
Natalie LaBerge's Russell Investments Experience 1988 - 1994
Job President and Owner of Proshred Seattle
Industry Environmental Services
Experience
Proshred Seattle August 2013 - Present
River Stone LLC January 2012 - August 2013
Bluefield Holdings LLC January 2010 - January 2012
Q Aviation 2008 - 2009
Q Investments 2008 - 2009
Havalina LLC 2004 - June 2008
Restoration Capital 2006 - 2008
Q Investments 2001 - 2004
Camden Asset Management 1994 - 2000
Russell Investments 1988 - 1994
Skills
Hedge Funds, Portfolio Management, Onsite Document..., Client Service, Direct Sales
Education
Institute of Chartered Financial Analysts
CFA
Longfellow
University of California, Irvine
BA, Economics
University of Michigan - Stephen M. Ross School of Business
MBA, Finance and Marketing
Proshred Seattle August 2013 - Present
River Stone LLC January 2012 - August 2013
Bluefield Holdings LLC January 2010 - January 2012
Q Aviation 2008 - 2009
Q Investments 2008 - 2009
Havalina LLC 2004 - June 2008
Restoration Capital 2006 - 2008
Q Investments 2001 - 2004
Camden Asset Management 1994 - 2000
Russell Investments 1988 - 1994
Skills
Hedge Funds, Portfolio Management, Onsite Document..., Client Service, Direct Sales
Education
Institute of Chartered Financial Analysts
CFA
Longfellow
University of California, Irvine
BA, Economics
University of Michigan - Stephen M. Ross School of Business
MBA, Finance and Marketing
Veronica Caltun's Russell Investments Experience June 2015 - Present
Job Sr. Business Integration Analyst at Russell Investments
Industry Capital Markets
Experience
Russell Investments June 2015 - Present
Northern Trust September 2010 - Present
Washington Mutual September 2004 - April 2009
Skills
SDLC, Vendor Management, Business Analysis, Banking, Visio, Fixed Income, Risk Management, Data Warehousing, Business Intelligence, Derivatives, Requirements Gathering, Software Project...
Education
Russell Investments June 2015 - Present
Northern Trust September 2010 - Present
Washington Mutual September 2004 - April 2009
Skills
SDLC, Vendor Management, Business Analysis, Banking, Visio, Fixed Income, Risk Management, Data Warehousing, Business Intelligence, Derivatives, Requirements Gathering, Software Project...
Education
Jean Webber's Russell Investments Experience 2004 - Present
Job Controller at Russell Investment Group
Industry Financial Services
Experience
Russell Investment Group ControllerRussell Investment2004 - Present
Russell Investments 2004 - Present
Russell Investments 2004 - Present
Education
University of Massachusetts, Amherst
Russell Investment Group ControllerRussell Investment2004 - Present
Russell Investments 2004 - Present
Russell Investments 2004 - Present
Education
University of Massachusetts, Amherst
Charley Lee's Russell Investments Experience September 2003 - August 2010
Job Senior Software Developer at Providence Health & Services
Industry Computer Software
Experience
Providence Health & Services September 2014 - Present
hawkeye Channel by Vistex August 2010 - September 2014
Russell Investment Group September 2003 - August 2010
Russell Investments September 2003 - August 2010
ITEK Consulting August 2002 - September 2003
Ignition Mortgage Technology Solutions November 2000 - June 2002
Cambridge Technology Partners October 1999 - October 2000
Excell Data January 1999 - October 1999
NetObjects April 1998 - December 1998
Network Associates February 1998 - April 1998
Skills
Agile Methodologies, XSLT, ASP.NET, C#, .NET, VB.NET, Web Services, WCF, TFS, Scrum, Microsoft SQL Server, ASP.NET MVC, T-SQL, XML, Database Design, Enterprise Architecture, Software Development, SQL, LINQ, Test Driven Development, JavaScript, Web Applications
Education
University of California, Berkeley 1994 — 1997
pre-bachelors, Computer Science
Franklin Pierce High School 1990 — 1994
Providence Health & Services September 2014 - Present
hawkeye Channel by Vistex August 2010 - September 2014
Russell Investment Group September 2003 - August 2010
Russell Investments September 2003 - August 2010
ITEK Consulting August 2002 - September 2003
Ignition Mortgage Technology Solutions November 2000 - June 2002
Cambridge Technology Partners October 1999 - October 2000
Excell Data January 1999 - October 1999
NetObjects April 1998 - December 1998
Network Associates February 1998 - April 1998
Skills
Agile Methodologies, XSLT, ASP.NET, C#, .NET, VB.NET, Web Services, WCF, TFS, Scrum, Microsoft SQL Server, ASP.NET MVC, T-SQL, XML, Database Design, Enterprise Architecture, Software Development, SQL, LINQ, Test Driven Development, JavaScript, Web Applications
Education
University of California, Berkeley 1994 — 1997
pre-bachelors, Computer Science
Franklin Pierce High School 1990 — 1994
Amanda Hatch's Russell Investments Experience 1998 - 2007
Job Organizational Change Management Consultant at KB & Associates LLC
Industry Management Consulting
Experience
KB & Associates LLC March 2015 - Present
Girl Scouts of Western Washington January 2011 - March 2015
NPower Seattle 2008 - January 2011
Russell Investments 1998 - 2007
Skills
Program Management, Vendor Management, Strategic Planning, Non-profits, Organizational..., Nonprofits, Volunteer Management, Leadership, Grant Writing, Public Speaking, Program Development, Community Development, Fundraising, Leadership Development, Community Outreach, Training, Project Planning, Project Management, Team Building
Education
University of Arizona 1977 — 1981
KB & Associates LLC March 2015 - Present
Girl Scouts of Western Washington January 2011 - March 2015
NPower Seattle 2008 - January 2011
Russell Investments 1998 - 2007
Skills
Program Management, Vendor Management, Strategic Planning, Non-profits, Organizational..., Nonprofits, Volunteer Management, Leadership, Grant Writing, Public Speaking, Program Development, Community Development, Fundraising, Leadership Development, Community Outreach, Training, Project Planning, Project Management, Team Building
Education
University of Arizona 1977 — 1981
Jason Koeller, CMA, CTP's Russell Investments Experience October 2007 - February 2010
Job Director, Treasury at IO
Industry Computer & Network Security
Experience
IO September 2013 - Present
Arizona Council on Economic Education September 2011 - Present
US Airways February 2010 - September 2013
Russell Investments October 2007 - February 2010
University of Michigan May 2004 - October 2007
Tapco International June 2002 - June 2004
Lotus Cars / Engineering October 1999 - June 2002
CellularOne / Alltel May 1995 - August 1999
Skills
Forecasting, Budgeting, Accounting, Financial Modeling, Financial Analysis, Financial Reporting, Process Improvement, Risk Management, Investments, Excel, Corporate Finance, SOX Compliancy, US GAAP, Consolidated Financial..., Cognos, Business Objects, CODA Financials, Hyperion Enterprise, Essbase, Municipal Bonds, PeopleSoft, System Administration, Project Management, Account Reconciliation, Cash Management, Cash Flow, Treasury, Portfolio Management, Banking, Cash Flow Forecasting, Sarbanes-Oxley Act, Finance, Internal Controls, Consolidation, SEC filings, Financial Accounting, Hedging, Aircraft Leasing, Credit, Working Capital..., Credit Analysis, GAAP, Financial Statements, Capital Markets, Variance Analysis, Strategic Financial..., Treasury Management, Capital Budgeting, General Ledger, Derivatives
Education
University of Michigan 1989 — 1994
BA, Business Comm, Sociology
University of Phoenix 1996 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
IO September 2013 - Present
Arizona Council on Economic Education September 2011 - Present
US Airways February 2010 - September 2013
Russell Investments October 2007 - February 2010
University of Michigan May 2004 - October 2007
Tapco International June 2002 - June 2004
Lotus Cars / Engineering October 1999 - June 2002
CellularOne / Alltel May 1995 - August 1999
Skills
Forecasting, Budgeting, Accounting, Financial Modeling, Financial Analysis, Financial Reporting, Process Improvement, Risk Management, Investments, Excel, Corporate Finance, SOX Compliancy, US GAAP, Consolidated Financial..., Cognos, Business Objects, CODA Financials, Hyperion Enterprise, Essbase, Municipal Bonds, PeopleSoft, System Administration, Project Management, Account Reconciliation, Cash Management, Cash Flow, Treasury, Portfolio Management, Banking, Cash Flow Forecasting, Sarbanes-Oxley Act, Finance, Internal Controls, Consolidation, SEC filings, Financial Accounting, Hedging, Aircraft Leasing, Credit, Working Capital..., Credit Analysis, GAAP, Financial Statements, Capital Markets, Variance Analysis, Strategic Financial..., Treasury Management, Capital Budgeting, General Ledger, Derivatives
Education
University of Michigan 1989 — 1994
BA, Business Comm, Sociology
University of Phoenix 1996 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
Jeffrey Castle's Russell Investments Experience 1996 - Present
Job Senior Enterprise Architect at Russell Investments
Industry Investment Management
Experience
Russell Investments 1996 - Present
Russell Investments 1996 - March 2011
Cordada Group December 1996 - November 2000
Hughes Space and Communications 1987 - 1996
Dial One, Inc. 1986 - 1987
Cable Exchange 1984 - 1986
Continental Computer 1983 - 1986
Skills
.NET, Microsoft SQL Server, Agile Methodologies, TDD, T-SQL, Scrum, C#, SQL, ASP.NET, LINQ, Web Services, VB.NET, Database Design, Test Driven Development, Software Development, TFS
Education
University of California, Irvine 1980 — 1986
B.S. Mathematics, Math, Computer Science, Physics
North High School, Torrance 1976 — 1980
High School Diploma
Russell Investments 1996 - Present
Russell Investments 1996 - March 2011
Cordada Group December 1996 - November 2000
Hughes Space and Communications 1987 - 1996
Dial One, Inc. 1986 - 1987
Cable Exchange 1984 - 1986
Continental Computer 1983 - 1986
Skills
.NET, Microsoft SQL Server, Agile Methodologies, TDD, T-SQL, Scrum, C#, SQL, ASP.NET, LINQ, Web Services, VB.NET, Database Design, Test Driven Development, Software Development, TFS
Education
University of California, Irvine 1980 — 1986
B.S. Mathematics, Math, Computer Science, Physics
North High School, Torrance 1976 — 1980
High School Diploma
Kevin Kase's Russell Investments Experience August 2007 - April 2009
Job District Leader at Primerica
Industry Financial Services
Experience
Primerica February 2013 - Present
Self-Employed May 2009 - Present
Russell Investments August 2007 - April 2009
Russell Investments May 2005 - August 2007
Fifth Third Bank February 2002 - May 2005
AMCORE Investment Group 1997 - 2002
Skills
Investment/Financial..., Relationship Development, Group Presentations, Investment/Financial..., New Business Development, Creative Problem Solving, Client Service, Quantitative Analysis, Teamwork, Problem Solving, Microsoft Office, Negotiation, Investments, Financial Services, Relationship Management, Fiduciary Management, Trust Work, Retirement Planning, Quantitative Analytics, Leadership, Management, Business Planning, CRM
Education
University of Washington 2006 — 2008
MBA, Finance
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Finance
Primerica February 2013 - Present
Self-Employed May 2009 - Present
Russell Investments August 2007 - April 2009
Russell Investments May 2005 - August 2007
Fifth Third Bank February 2002 - May 2005
AMCORE Investment Group 1997 - 2002
Skills
Investment/Financial..., Relationship Development, Group Presentations, Investment/Financial..., New Business Development, Creative Problem Solving, Client Service, Quantitative Analysis, Teamwork, Problem Solving, Microsoft Office, Negotiation, Investments, Financial Services, Relationship Management, Fiduciary Management, Trust Work, Retirement Planning, Quantitative Analytics, Leadership, Management, Business Planning, CRM
Education
University of Washington 2006 — 2008
MBA, Finance
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Finance
Marshall Kinzer's Russell Investments Experience May 2013 - February 2014
Job MBA Student Class of 2016 at University of Washington, Michael G. Foster School of Business
Industry Venture Capital & Private Equity
Experience
University of Washington, Michael G. Foster School of Business January 2015 - Present
Russell Investments May 2013 - February 2014
MBS Source September 2012 - February 2013
Bloomberg July 2011 - August 2012
Bloomberg January 2009 - July 2011
Bloomberg August 2007 - January 2009
Skills
Microsoft Word,..., Bloomberg, Bloomberg Terminal, Fixed Income, Equities, Hedge Funds, Financial Markets, Derivatives, Bonds, Structured Products, Foreign Exchange, Index Funds, ETFs, Valuation, Trading, Electronic Trading, FX Options, Trading Systems, Investments, Market Data, Options, Equity Trading, Alternative Investments, Interest Rate..., Hedging, Securities, Emerging Markets, Commodity, Structured Finance, Investment Banking, Series 7, Credit Derivatives
Education
University of Washington, Michael G. Foster School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Tulane University - A.B. Freeman School of Business 2003 — 2007
Bachelors, Finance
Tulane University 2003 — 2007
BSM, Finance
University of Washington, Michael G. Foster School of Business January 2015 - Present
Russell Investments May 2013 - February 2014
MBS Source September 2012 - February 2013
Bloomberg July 2011 - August 2012
Bloomberg January 2009 - July 2011
Bloomberg August 2007 - January 2009
Skills
Microsoft Word,..., Bloomberg, Bloomberg Terminal, Fixed Income, Equities, Hedge Funds, Financial Markets, Derivatives, Bonds, Structured Products, Foreign Exchange, Index Funds, ETFs, Valuation, Trading, Electronic Trading, FX Options, Trading Systems, Investments, Market Data, Options, Equity Trading, Alternative Investments, Interest Rate..., Hedging, Securities, Emerging Markets, Commodity, Structured Finance, Investment Banking, Series 7, Credit Derivatives
Education
University of Washington, Michael G. Foster School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Tulane University - A.B. Freeman School of Business 2003 — 2007
Bachelors, Finance
Tulane University 2003 — 2007
BSM, Finance
Jason Radabaugh, CFP®'s Russell Investments Experience 1996 - 2003
Job Vice President at Greene Wealth Management, LLC
Industry Financial Services
Experience
Greene Wealth Management, LLC January 2004 - Present
Russell Investment Group 1999 - 2003
Russell Investments 1996 - 2003
US Navy June 1993 - June 1996
Skills
Mutual Funds, Wealth Management, Investments, Asset Management, Retirement Planning, Asset Allocation, Alternative Investments
Education
University of Minnesota-Twin Cities 1989 — 1992
High School 1985 — 1988
Greene Wealth Management, LLC January 2004 - Present
Russell Investment Group 1999 - 2003
Russell Investments 1996 - 2003
US Navy June 1993 - June 1996
Skills
Mutual Funds, Wealth Management, Investments, Asset Management, Retirement Planning, Asset Allocation, Alternative Investments
Education
University of Minnesota-Twin Cities 1989 — 1992
High School 1985 — 1988
Scott Kappele's Russell Investments Experience June 1995 - December 2003
Job Mgr Quality Learning & Learning Management Systems at CareFusion
Industry Medical Devices
Experience
CareFusion August 2008 - Present
NCREIF - Natl Council of Real Estate Investment Fiduciaries October 2003 - December 2005
Russell Investments June 1995 - December 2003
Skills
.NET, Microsoft SQL Server, Applications Software..., Team Leadership, Application..., Desktop Application..., Quality Assurance, 21 CFR Part 11, Computer System...
Education
University of Illinois at Urbana-Champaign 1985 — 1986
None, Liberal Arts
CareFusion August 2008 - Present
NCREIF - Natl Council of Real Estate Investment Fiduciaries October 2003 - December 2005
Russell Investments June 1995 - December 2003
Skills
.NET, Microsoft SQL Server, Applications Software..., Team Leadership, Application..., Desktop Application..., Quality Assurance, 21 CFR Part 11, Computer System...
Education
University of Illinois at Urbana-Champaign 1985 — 1986
None, Liberal Arts
Katrin Dietz's Russell Investments Experience August 2004 - August 2006
Job Director, Culture and Associate Development at Threshold Group
Industry Financial Services
Experience
Threshold Group November 2014 - Present
Threshold Group June 2013 - November 2014
Threshold Group August 2006 - November 2014
Russell Investments August 2004 - August 2006
Four Seasons Olympic Hotel Seattle November 2001 - January 2004
Four Seasons Olympic Hotel Seattle June 1999 - November 2001
Westin Century Plaza Hotel June 1998 - June 1999
Skills
Event Planning, Microsoft Excel, Team Building, Investments, Budgets, Outlook, Strategic Financial..., Management
Education
University of Nevada-Las Vegas 2005 — 2008
Bachelor of Science, Business
Threshold Group November 2014 - Present
Threshold Group June 2013 - November 2014
Threshold Group August 2006 - November 2014
Russell Investments August 2004 - August 2006
Four Seasons Olympic Hotel Seattle November 2001 - January 2004
Four Seasons Olympic Hotel Seattle June 1999 - November 2001
Westin Century Plaza Hotel June 1998 - June 1999
Skills
Event Planning, Microsoft Excel, Team Building, Investments, Budgets, Outlook, Strategic Financial..., Management
Education
University of Nevada-Las Vegas 2005 — 2008
Bachelor of Science, Business
Holly Thorne's Russell Investments Experience July 2005 - April 2009
Job Homemaker
Industry Real Estate
Experience
Home January 2010 - Present
Russell Investments July 2005 - April 2009
Cosmopolitan Engineering November 2004 - July 2005
Bezek Durst Seiser August 2003 - September 2004
Bezek Durst Seiser March 2001 - August 2003
Education
University of Alaska Anchorage 1997 — 2002
BBA, Management Information Systems
Home January 2010 - Present
Russell Investments July 2005 - April 2009
Cosmopolitan Engineering November 2004 - July 2005
Bezek Durst Seiser August 2003 - September 2004
Bezek Durst Seiser March 2001 - August 2003
Education
University of Alaska Anchorage 1997 — 2002
BBA, Management Information Systems
Wenling Lin's Russell Investments Experience February 1996 - January 2009
Job Quantitative Risk Specialist at Federal Deposit Insurance Corporation (FDIC)
Industry Government Administration
Experience
Federal Deposit Insurance Corporation (FDIC) August 2014 - Present
Office of the Comptroller of the Currency September 2009 - July 2014
Mountain Pacific Group, LLC March 2009 - June 2009
Russell Investments February 1996 - January 2009
University of Wisconsin-Madison September 1989 - December 1995
Skills
Financial Markets, Risk Management, Fund Of Funds, Financial Risk, Market Risk, Equities, Asset Management, Emerging Markets, Investment Management, Investment Strategies, Asset Allocation
Education
University of California, San Diego
Ph.D.
Federal Deposit Insurance Corporation (FDIC) August 2014 - Present
Office of the Comptroller of the Currency September 2009 - July 2014
Mountain Pacific Group, LLC March 2009 - June 2009
Russell Investments February 1996 - January 2009
University of Wisconsin-Madison September 1989 - December 1995
Skills
Financial Markets, Risk Management, Fund Of Funds, Financial Risk, Market Risk, Equities, Asset Management, Emerging Markets, Investment Management, Investment Strategies, Asset Allocation
Education
University of California, San Diego
Ph.D.
Melania Duarte-Sanchez, M.B.A., J.D.'s Russell Investments Experience 2009 - Present
Job Experienced Consultant and Program Developer in Risk Management
Industry Financial Services
Experience
Russell Investments 2009 - Present
Russell Investments 2006 - 2009
Deloitte Consulting 1995 - 1998
Toyota Motor Sales, U.S.A., Inc. January 1989 - June 1990
Skills
Management Consulting, Project Management, Analysis, Risk Management, Report Writing, Legal Research, Research, Strategic Planning, Business Planning, Governance, Competitive Analysis
Education
University of Washington, Michael G. Foster School of Business 1993 — 1995
MBA, Marketing, International Business
University of Washington School of Law 1991 — 1995
JD, Business and Employement Law
University of California, Berkeley 1983 — 1987
BS, Finance, Marketing, Portuguese
Russell Investments 2009 - Present
Russell Investments 2006 - 2009
Deloitte Consulting 1995 - 1998
Toyota Motor Sales, U.S.A., Inc. January 1989 - June 1990
Skills
Management Consulting, Project Management, Analysis, Risk Management, Report Writing, Legal Research, Research, Strategic Planning, Business Planning, Governance, Competitive Analysis
Education
University of Washington, Michael G. Foster School of Business 1993 — 1995
MBA, Marketing, International Business
University of Washington School of Law 1991 — 1995
JD, Business and Employement Law
University of California, Berkeley 1983 — 1987
BS, Finance, Marketing, Portuguese
Masatada Yuzawa's Russell Investments Experience 1987 - December 2008
Job Investment Management Professional
Industry Investment Management
Experience
Russell Investments 1987 - December 2008
Education
Tokyo International University 1977 — 1982
BA, Commerce and Business
Willamette University 1979 — 1981
BA, Ecomomics
Russell Investments 1987 - December 2008
Education
Tokyo International University 1977 — 1982
BA, Commerce and Business
Willamette University 1979 — 1981
BA, Ecomomics
Nancy Fulton's Russell Investments Experience September 2007 - April 2009
Job Medical Coding Student full time at American Health Information Management Association (AHIMA)
Industry Human Resources
Experience
American Health Information Management Association (AHIMA) May 2014 - Present
The Purim Group June 2013 - May 2014
REI August 2012 - December 2012
Pacific Northwest Baking Company September 2010 - May 2012
Davita Dialysis November 2009 - September 2010
Russell Investments September 2007 - April 2009
Spheris, Inc. June 2001 - June 2006
The Boeing Company June 2000 - June 2002
Boeing Company 1996 - 2002
Education
University of Florida
Business Adminstration/Psychology
American Health Information Management Association (AHIMA) May 2014 - Present
The Purim Group June 2013 - May 2014
REI August 2012 - December 2012
Pacific Northwest Baking Company September 2010 - May 2012
Davita Dialysis November 2009 - September 2010
Russell Investments September 2007 - April 2009
Spheris, Inc. June 2001 - June 2006
The Boeing Company June 2000 - June 2002
Boeing Company 1996 - 2002
Education
University of Florida
Business Adminstration/Psychology
Devin Wate's Russell Investments Experience January 1986 - June 1987
Job Independent Financial Services Professional
Industry Financial Services
Experience
Merit Capital Management January 1996 - December 2002
Parametric June 1987 - December 1995
Russell Investments January 1986 - June 1987
Skills
Financial Analysis, Investments, Asset Management
Education
University of Oregon - Charles H. Lundquist College of Business 1980 — 1984
B.S, Accounting, Finance
Merit Capital Management January 1996 - December 2002
Parametric June 1987 - December 1995
Russell Investments January 1986 - June 1987
Skills
Financial Analysis, Investments, Asset Management
Education
University of Oregon - Charles H. Lundquist College of Business 1980 — 1984
B.S, Accounting, Finance
Chris Proctor, CFA's Russell Investments Experience 1997 - 1999
Job SVP, Head of Cash Strategies
Industry Investment Management
Experience
OppenheimerFunds August 2008 - Present
Calamos Investments 2007 - 2008
E*TRADE Financial 2002 - 2004
Deutsche Asset Management 1999 - 2002
Russell Investments 1997 - 1999
Skills
Mutual Funds, Fixed Income, Portfolio Management, Credit, Investments, Asset Management, Bonds, Capital Markets, Cash Management, Separately Managed..., Money Market, Alternative Investments, Investment Strategies, Valuation
Education
Trinity University 1986 — 1990
BA, Economics
OppenheimerFunds August 2008 - Present
Calamos Investments 2007 - 2008
E*TRADE Financial 2002 - 2004
Deutsche Asset Management 1999 - 2002
Russell Investments 1997 - 1999
Skills
Mutual Funds, Fixed Income, Portfolio Management, Credit, Investments, Asset Management, Bonds, Capital Markets, Cash Management, Separately Managed..., Money Market, Alternative Investments, Investment Strategies, Valuation
Education
Trinity University 1986 — 1990
BA, Economics
Deborah Skaggs's Russell Investments Experience October 1996 - July 2005
Job Archivist at University of Louisville
Industry Higher Education
Experience
University of Louisville May 2009 - Present
Russell Investments October 1996 - July 2005
Alabama Department of Archives and History October 1986 - October 1996
Skills
Certified Archivist
Education
University of Louisville
B.A. and M.A., American History
University of Louisville May 2009 - Present
Russell Investments October 1996 - July 2005
Alabama Department of Archives and History October 1986 - October 1996
Skills
Certified Archivist
Education
University of Louisville
B.A. and M.A., American History
Leslie Olesen's Russell Investments Experience January 2008 - July 2008
Job Attorney and Financial Services Regulatory Compliance Professional
Industry Financial Services
Experience
Raymond James (USA) Ltd July 2008 - September 2012
Russell Investments January 2008 - July 2008
UBS Wealth Management October 2006 - December 2007
UBS Wealth Management December 2003 - October 2006
Washington State Attorney General's Office May 2003 - December 2003
Attorney, Private Practice August 2002 - April 2003
UBS Wealth Management August 2001 - August 2002
Education
University of Washington School of Law
Doctor of Law (J.D.), General Studies
University of Delaware
Master of Public Administration (M.P.A.), Finance and Financial Management Services, Attended on President's Fellowship
Washington State University
Bachelor of Arts, Summa cum laude.
Raymond James (USA) Ltd July 2008 - September 2012
Russell Investments January 2008 - July 2008
UBS Wealth Management October 2006 - December 2007
UBS Wealth Management December 2003 - October 2006
Washington State Attorney General's Office May 2003 - December 2003
Attorney, Private Practice August 2002 - April 2003
UBS Wealth Management August 2001 - August 2002
Education
University of Washington School of Law
Doctor of Law (J.D.), General Studies
University of Delaware
Master of Public Administration (M.P.A.), Finance and Financial Management Services, Attended on President's Fellowship
Washington State University
Bachelor of Arts, Summa cum laude.
Jordan Petersmeyer Halter's Russell Investments Experience October 2013 - January 2014
Job Project/Production Manager Vail Resorts Photography Department
Industry Marketing and Advertising
Experience
Vail Resorts 2014 - 2015
Vail Resorts 2014 - 2015
Vail Resorts 2014 - 2015
Hill Aevium February 2014 - July 2014
Russell Investments October 2013 - January 2014
Russell Investments 2012 - September 2013
Magnolia Village Yoga October 2011 - December 2012
Heckler Associates October 2010 - February 2012
Hill Aevium April 2008 - July 2011
Heckler Associates September 2004 - December 2007
Skills
Microsoft Office, Strategy, Marketing, Project Management, Integrated Marketing, Marketing Communications, Start-ups, Management, Advertising, Entrepreneurship, Marketing Strategy, Social Media Marketing, Email Marketing, Training, Online Marketing, Creative Direction
Education
University of Arizona 1997 — 2000
BA Psych, Psychology, French
Vail Resorts 2014 - 2015
Vail Resorts 2014 - 2015
Vail Resorts 2014 - 2015
Hill Aevium February 2014 - July 2014
Russell Investments October 2013 - January 2014
Russell Investments 2012 - September 2013
Magnolia Village Yoga October 2011 - December 2012
Heckler Associates October 2010 - February 2012
Hill Aevium April 2008 - July 2011
Heckler Associates September 2004 - December 2007
Skills
Microsoft Office, Strategy, Marketing, Project Management, Integrated Marketing, Marketing Communications, Start-ups, Management, Advertising, Entrepreneurship, Marketing Strategy, Social Media Marketing, Email Marketing, Training, Online Marketing, Creative Direction
Education
University of Arizona 1997 — 2000
BA Psych, Psychology, French
Vanida Veerasamy, CIM's Russell Investments Experience January 2009 - Present
Job Bilingual agent
Industry Government Administration
Experience
Federal Government of Canada November 2013 - Present
Russell Investments January 2009 - Present
RUSSELL INVESTMENTS CANADA Ltd Toronto January 2009 - Present
Skills
Economics, Customer Service, Microsoft Office, Teamwork, Problem Solving, Outlook, Word, English, French, Administration, Documentation, Sales, Financial Services, Salesforce.com, Data Analysis, Microsoft Word, Mutual Funds, Training, Finance, Wealth Management
Education
Seneca College of Applied Arts and Technology 2015 — 2015
Intermediate Accounting 1
CSI Global 2007 — 2010
CIM, CSC, CPH, IMT and PMT
University of Mauritius 1997 — 2000
BSc. (Hons), Economics
Queen Elizabeth College 1990 — 1997
High school
Officer- Queen Elizabeth College State Secondary School Mauritius
Education officer
Federal Government of Canada November 2013 - Present
Russell Investments January 2009 - Present
RUSSELL INVESTMENTS CANADA Ltd Toronto January 2009 - Present
Skills
Economics, Customer Service, Microsoft Office, Teamwork, Problem Solving, Outlook, Word, English, French, Administration, Documentation, Sales, Financial Services, Salesforce.com, Data Analysis, Microsoft Word, Mutual Funds, Training, Finance, Wealth Management
Education
Seneca College of Applied Arts and Technology 2015 — 2015
Intermediate Accounting 1
CSI Global 2007 — 2010
CIM, CSC, CPH, IMT and PMT
University of Mauritius 1997 — 2000
BSc. (Hons), Economics
Queen Elizabeth College 1990 — 1997
High school
Officer- Queen Elizabeth College State Secondary School Mauritius
Education officer
Jonathan Smart, CFA's Russell Investments Experience October 2008 - April 2009
Job Associate at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities July 2010 - Present
Cummins Eastern Canada July 2009 - June 2010
Russell Investments October 2008 - April 2009
Skills
Financial Analysis, Mutual Funds, Equities, Wealth Management, Investment Management, Fixed Income, Investment Strategies, Portfolio Management, Financial Modeling
Education
University of Toronto - Rotman School of Management 2014 — 2016
Master of Finance
University of Ottawa 2005 — 2008
Honours BComm, Accounting
RBC Dominion Securities July 2010 - Present
Cummins Eastern Canada July 2009 - June 2010
Russell Investments October 2008 - April 2009
Skills
Financial Analysis, Mutual Funds, Equities, Wealth Management, Investment Management, Fixed Income, Investment Strategies, Portfolio Management, Financial Modeling
Education
University of Toronto - Rotman School of Management 2014 — 2016
Master of Finance
University of Ottawa 2005 — 2008
Honours BComm, Accounting
Andrew Scherer's Russell Investments Experience March 2013 - Present
Job Russell Investments Director, DC Business
Industry Investment Management
Experience
Russell Investments March 2013 - Present
Invesco US July 2010 - June 2012
Morgan Stanley Investment Management/Van Kampen Investments October 1993 - June 2010
Barclays Investment Bank June 1992 - September 1993
Bear Stearns September 1985 - September 1989
Skills
Alternative Investments, Series 7, Portfolio Management, Mutual Funds, Asset Management, Investments, Fixed Income, Asset Allocation, ETFs, Hedge Funds, Investment Management
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
Master of Business Administration (M.B.A.)
University of Michigan 1981 — 1985
Bachelor's Degree
Russell Investments March 2013 - Present
Invesco US July 2010 - June 2012
Morgan Stanley Investment Management/Van Kampen Investments October 1993 - June 2010
Barclays Investment Bank June 1992 - September 1993
Bear Stearns September 1985 - September 1989
Skills
Alternative Investments, Series 7, Portfolio Management, Mutual Funds, Asset Management, Investments, Fixed Income, Asset Allocation, ETFs, Hedge Funds, Investment Management
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
Master of Business Administration (M.B.A.)
University of Michigan 1981 — 1985
Bachelor's Degree
Greg Friedman's Russell Investments Experience May 2010 - November 2012
Job Head of Product and Strategy for SelectCo at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments November 2012 - Present
Russell Investments May 2010 - November 2012
Barclays Global Investors April 1994 - April 2010
Education
University of California, Davis 1987 — 1992
B.A.
Fidelity Investments November 2012 - Present
Russell Investments May 2010 - November 2012
Barclays Global Investors April 1994 - April 2010
Education
University of California, Davis 1987 — 1992
B.A.
Jeff Christiansen's Russell Investments Experience June 2014 - Present
Job Internal Sales at Russell Investments
Industry Financial Services
Experience
Russell Investments June 2014 - Present
Putnam Investments September 2011 - June 2014
Northwestern Mutual Financial Network July 2010 - 2011
Waukesha State Bank June 2009 - August 2009
BE Fitness June 2006 - September 2008
Skills
Adobe, Microsoft Office, Series 63, Series 7, Mutual Funds, Investments, Wealth Management, Alternative Investments, Asset Allocation, Equities, 401k, Financial Analysis, Bloomberg, Fixed Income, Strategic Financial..., Asset Managment, Series 6, Microsoft Excel, Salesforce.com, PowerPoint, Securities, Portfolio Management
Education
Union College 2006 — 2010
BA, Economics
University School of Milwaukee 2000 — 2004
Economics
Russell Investments June 2014 - Present
Putnam Investments September 2011 - June 2014
Northwestern Mutual Financial Network July 2010 - 2011
Waukesha State Bank June 2009 - August 2009
BE Fitness June 2006 - September 2008
Skills
Adobe, Microsoft Office, Series 63, Series 7, Mutual Funds, Investments, Wealth Management, Alternative Investments, Asset Allocation, Equities, 401k, Financial Analysis, Bloomberg, Fixed Income, Strategic Financial..., Asset Managment, Series 6, Microsoft Excel, Salesforce.com, PowerPoint, Securities, Portfolio Management
Education
Union College 2006 — 2010
BA, Economics
University School of Milwaukee 2000 — 2004
Economics
Anika Noble's Russell Investments Experience February 2010 - December 2010
Job
Industry Accounting
Experience
PwC July 2015 - Present
PwC July 2012 - June 2015
PwC January 2011 - June 2012
Russell Investments February 2010 - December 2010
Skills
Financial Reporting, Financial Analysis, Accounting, Internal Controls, US GAAP, GAAP, Financial Accounting, Auditing, Corporate Finance, Sarbanes-Oxley Act, Financial Statements, SEC filings, CPA, SEC Filings
Education
University of Oregon 2004 — 2007
Classics, Greek and Latin
PwC July 2015 - Present
PwC July 2012 - June 2015
PwC January 2011 - June 2012
Russell Investments February 2010 - December 2010
Skills
Financial Reporting, Financial Analysis, Accounting, Internal Controls, US GAAP, GAAP, Financial Accounting, Auditing, Corporate Finance, Sarbanes-Oxley Act, Financial Statements, SEC filings, CPA, SEC Filings
Education
University of Oregon 2004 — 2007
Classics, Greek and Latin
Belisa Rosario's Russell Investments Experience February 2008 - September 2008
Job Owner/Designer at 4TheBrave LLC
Industry Design
Experience
Wizards of the Coast August 2011 - March 2014
Costco Wholesale October 2008 - January 2009
Russell Investments February 2008 - September 2008
Skills
Production Design, Product Design, InDesign, Photoshop, Mac, Illustrator, Adobe Creative Suite, Art Direction, Brochures, Packaging, Illustration, Graphic Design, Layout, QuarkXPress, Corporate Identity, Graphics, Creative Direction
Education
Universidad del Sagrado Corazón 1999 — 2005
BA, Communications / Visual Arts
Wizards of the Coast August 2011 - March 2014
Costco Wholesale October 2008 - January 2009
Russell Investments February 2008 - September 2008
Skills
Production Design, Product Design, InDesign, Photoshop, Mac, Illustrator, Adobe Creative Suite, Art Direction, Brochures, Packaging, Illustration, Graphic Design, Layout, QuarkXPress, Corporate Identity, Graphics, Creative Direction
Education
Universidad del Sagrado Corazón 1999 — 2005
BA, Communications / Visual Arts
Efigenia Spacher's Russell Investments Experience July 1992 - November 2010
Job Executive Assistant to the Dean at Milgard School of Business University of Washington Tacoma
Industry Financial Services
Experience
Milgard School of Business - University of Washington Tacoma May 2012 - Present
Russell Investments July 1992 - November 2010
Rockwell Collins (Rockwell International) February 1987 - March 1990
Skills
High Level..., Strategic Planning..., Executive Assistant..., Marketing Project..., High level reporting..., Electronic Filing..., Process Improvement, Business Analysis, Microsoft Excel, Portfolio Management, Mutual Funds, Microsoft Office, Equities, Investment Strategies, Financial Analysis, Risk Management, Public Speaking
Education
University of California, Irvine 1978 — 1979
None, Political Science and Government
Milgard School of Business - University of Washington Tacoma May 2012 - Present
Russell Investments July 1992 - November 2010
Rockwell Collins (Rockwell International) February 1987 - March 1990
Skills
High Level..., Strategic Planning..., Executive Assistant..., Marketing Project..., High level reporting..., Electronic Filing..., Process Improvement, Business Analysis, Microsoft Excel, Portfolio Management, Mutual Funds, Microsoft Office, Equities, Investment Strategies, Financial Analysis, Risk Management, Public Speaking
Education
University of California, Irvine 1978 — 1979
None, Political Science and Government
Andy Russell's Russell Investments Experience January 1969 - January 1980
Job Managing Partner at Laurel Mountain Partners
Industry Sports
Experience
Laurel Mountain Partners January 1978 - Present
Liberty Tire Recycling, LLC 2007 - 2014
Russell, Rea & Zappala January 1978 - January 1992
Russell Investments January 1969 - January 1980
Pittsburgh Steelers August 1963 - January 1976
Oliver Tyrone Corporationi January 1966 - August 1966
Skills
Social Media, Sports Marketing, Event Planning, Strategic Planning, New Business Development, Public Speaking, Entrepreneurship, Marketing Strategy, Private Equity, Venture Capital, Business Strategy, Start-ups, Coaching, Strategic Partnerships, Management Consulting, Marketing, Budgets, Mergers & Acquisitions, Investments, Sales, Strategy, Public Relations, Management, Sports, Leadership, Team Leadership, Contract Negotiation, Mergers, Sponsorship, Due Diligence, Business Development, Financial Analysis, Business Planning, Team Building, Nonprofits, Hedge Funds, Leadership Development, Fundraising, Real Estate Development, Account Management, Corporate Finance, Event Management, Social Media Marketing, Sports Management, Media Relations, Asset Managment, Customer Service, Published Author
Education
University of Missouri-Columbia 1966 — 1967
Master of Business Administration (MBA), International Finance
Laurel Mountain Partners January 1978 - Present
Liberty Tire Recycling, LLC 2007 - 2014
Russell, Rea & Zappala January 1978 - January 1992
Russell Investments January 1969 - January 1980
Pittsburgh Steelers August 1963 - January 1976
Oliver Tyrone Corporationi January 1966 - August 1966
Skills
Social Media, Sports Marketing, Event Planning, Strategic Planning, New Business Development, Public Speaking, Entrepreneurship, Marketing Strategy, Private Equity, Venture Capital, Business Strategy, Start-ups, Coaching, Strategic Partnerships, Management Consulting, Marketing, Budgets, Mergers & Acquisitions, Investments, Sales, Strategy, Public Relations, Management, Sports, Leadership, Team Leadership, Contract Negotiation, Mergers, Sponsorship, Due Diligence, Business Development, Financial Analysis, Business Planning, Team Building, Nonprofits, Hedge Funds, Leadership Development, Fundraising, Real Estate Development, Account Management, Corporate Finance, Event Management, Social Media Marketing, Sports Management, Media Relations, Asset Managment, Customer Service, Published Author
Education
University of Missouri-Columbia 1966 — 1967
Master of Business Administration (MBA), International Finance
Vanessa Rath's Russell Investments Experience October 2007 - August 2010
Job Parking Services Manager
Industry Higher Education
Experience
University of Nebraska at Omaha October 2015 - Present
University of Nebraska at Omaha August 2010 - September 2015
Russell Investments October 2007 - August 2010
Penske Truck Leasing January 2005 - August 2007
Nextel/Telech Holdings August 2001 - May 2003
KETV 1996 - 1998
Skills
SharePoint Designer, Lotus Notes, SAP Portal, PowerPoint, Microsoft Excel, Web Content, AS400 Administration, Call Center, Real Estate, Microsoft Office, Inventory Management, Facebook, Office Management, Sales Operations, Parking, Operations Management, Customer Service, Leadership, SharePoint, Team Building, Call Centers, Public Speaking, Administrative..., Event Planning, Management
Education
Omaha Central High School 1992 — 1996
University of Nebraska at Omaha
University of Northern Colorado
Bachelor of Arts, Communications
University of Nebraska at Omaha October 2015 - Present
University of Nebraska at Omaha August 2010 - September 2015
Russell Investments October 2007 - August 2010
Penske Truck Leasing January 2005 - August 2007
Nextel/Telech Holdings August 2001 - May 2003
KETV 1996 - 1998
Skills
SharePoint Designer, Lotus Notes, SAP Portal, PowerPoint, Microsoft Excel, Web Content, AS400 Administration, Call Center, Real Estate, Microsoft Office, Inventory Management, Facebook, Office Management, Sales Operations, Parking, Operations Management, Customer Service, Leadership, SharePoint, Team Building, Call Centers, Public Speaking, Administrative..., Event Planning, Management
Education
Omaha Central High School 1992 — 1996
University of Nebraska at Omaha
University of Northern Colorado
Bachelor of Arts, Communications
Bipin Pokharel's Russell Investments Experience May 2015 - Present
Job IT System Analyst at Russell Investments
Industry Financial Services
Experience
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
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
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY