R.V. Kuhns & Associates
Description
Address: 1211 SW 5th Ave #900, Portland, OR 97204 Phone: (503) 221-4200: : Place name: Hours: : Website: : : : Category: Website: http://www.rvkinc.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of RVK, Inc. Posting publicly on the Web Write a review Reviews Be the first to review
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R.V. Kuhns & Associates Employees
Employee
Years
Job
Industry
Vicky Talmadge Vicky Talmadge's R.V. Kuhns & Associates Experience January 1999 - March 2001
Job Director of Finance at Portland Winterhawks Hockey Club
Industry Sports
Experience
Portland Winterhawks Hockey Club September 2012 - Present
Rick Hug CPA January 2004 - August 2012
Moss Adams LLP June 2001 - May 2003
R.V. Kuhns & Associates January 1999 - March 2001
Skills
Financial Reporting, Auditing, Accounting, Internal Controls, Account Reconciliation, Financial Accounting, Finance, Strategic Financial..., Budgets, Corporate Tax, Process Improvement, Management, Leadership, Bookkeeping, Financial Risk
Education
Hofstra University
Portland State University
Portland Winterhawks Hockey Club September 2012 - Present
Rick Hug CPA January 2004 - August 2012
Moss Adams LLP June 2001 - May 2003
R.V. Kuhns & Associates January 1999 - March 2001
Skills
Financial Reporting, Auditing, Accounting, Internal Controls, Account Reconciliation, Financial Accounting, Finance, Strategic Financial..., Budgets, Corporate Tax, Process Improvement, Management, Leadership, Bookkeeping, Financial Risk
Education
Hofstra University
Portland State University
Michael B. McClinton Michael B. McClinton's R.V. Kuhns & Associates Experience April 2012 - January 2013
Job Managing Broker at McClinton Realty Group
Industry Real Estate
Experience
McClinton Realty Group August 2008 - Present
Joliet Junior College May 2014 - Present
Joliet Junior College May 2014 - Present
Illinois Small Business Development Center at Joliet Junior College May 2014 - Present
R.V. Kuhns & Associates April 2012 - January 2013
Northern Trust August 2010 - April 2012
Northern Trust January 2009 - July 2010
Northern Trust July 2007 - January 2009
Skills
Real Estate, Financial Modeling, Valuation, Equities, Real Estate Transactions, Property Management, Sales, Portfolio Management, Entrepreneurship, Leadership, Alternative Investments, Selling, Real Estate Economics, Asset Allocation, Real Estate Investor, Distress Properties, Residential Investment..., Residential Homes, Multi Family Properties, Single Family Residences, Financial Analysis, Real Estate Development, Fixed Income, Buyer Representation, Foreclosures, First Time Home Buyers, Marketing Strategy, Short Sales
Education
Illinois State University
Bachelor of Science, Finance, Real Estate
McClinton Realty Group August 2008 - Present
Joliet Junior College May 2014 - Present
Joliet Junior College May 2014 - Present
Illinois Small Business Development Center at Joliet Junior College May 2014 - Present
R.V. Kuhns & Associates April 2012 - January 2013
Northern Trust August 2010 - April 2012
Northern Trust January 2009 - July 2010
Northern Trust July 2007 - January 2009
Skills
Real Estate, Financial Modeling, Valuation, Equities, Real Estate Transactions, Property Management, Sales, Portfolio Management, Entrepreneurship, Leadership, Alternative Investments, Selling, Real Estate Economics, Asset Allocation, Real Estate Investor, Distress Properties, Residential Investment..., Residential Homes, Multi Family Properties, Single Family Residences, Financial Analysis, Real Estate Development, Fixed Income, Buyer Representation, Foreclosures, First Time Home Buyers, Marketing Strategy, Short Sales
Education
Illinois State University
Bachelor of Science, Finance, Real Estate
Jack Waibel Jack Waibel's R.V. Kuhns & Associates Experience February 2009 - September 2011
Job Director of U.S. Sourcing at BeersRUs
Industry Consumer Goods
Experience
BeersRUs February 2014 - Present
Nike September 2013 - February 2014
Rogue Ales December 2011 - August 2013
R.V. Kuhns & Associates February 2009 - September 2011
Skills
Beer, Research, Brewing, Microsoft Office, Microsoft Excel, Public Speaking, Forecasting, Customer Service, Marketing Strategy, Sales Management, Strategic Planning, Marketing, New Business Development, Product Development, Account Management, Budgets, Analysis, Sales, International Sales
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Bachelor of Science (BS), Finance, Sports Marketing
Lincoln High School
University of Puget Sound
BeersRUs February 2014 - Present
Nike September 2013 - February 2014
Rogue Ales December 2011 - August 2013
R.V. Kuhns & Associates February 2009 - September 2011
Skills
Beer, Research, Brewing, Microsoft Office, Microsoft Excel, Public Speaking, Forecasting, Customer Service, Marketing Strategy, Sales Management, Strategic Planning, Marketing, New Business Development, Product Development, Account Management, Budgets, Analysis, Sales, International Sales
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Bachelor of Science (BS), Finance, Sports Marketing
Lincoln High School
University of Puget Sound
Jason Haggart Jason Haggart's R.V. Kuhns & Associates Experience 1999 - 1999
Job Sr. Wealth Advisor, Retirement Plan Design/ Consulting, Investment Management, Business Exit/ Transition, Crossborder
Industry Investment Management
Experience
Maxim Global Wealth Advisors January 2014 - Present
UBS September 2010 - December 2013
Haggart Luxury Homes January 2004 - December 2010
Charles Schwab 2000 - 2004
R.V. Kuhns & Associates 1999 - 1999
Skills
Wealth Advisor, Family..., Investments, Finance, Business Development, Managerial Finance, Asset Management, Strategic Financial..., Portfolio Management, Financial Analysis, Retirement Planning, Wealth Management, Alternative Investments, Financial Modeling, Equities, Asset Allocation, Valuation, Strategic Planning, Leadership, Estate Planning, Financial Planning
Education
University of Oregon 1992 — 1995
Bachelor of Science (B.S.)
Clackamas High School 1988 — 1991
Maxim Global Wealth Advisors January 2014 - Present
UBS September 2010 - December 2013
Haggart Luxury Homes January 2004 - December 2010
Charles Schwab 2000 - 2004
R.V. Kuhns & Associates 1999 - 1999
Skills
Wealth Advisor, Family..., Investments, Finance, Business Development, Managerial Finance, Asset Management, Strategic Financial..., Portfolio Management, Financial Analysis, Retirement Planning, Wealth Management, Alternative Investments, Financial Modeling, Equities, Asset Allocation, Valuation, Strategic Planning, Leadership, Estate Planning, Financial Planning
Education
University of Oregon 1992 — 1995
Bachelor of Science (B.S.)
Clackamas High School 1988 — 1991
Peter Madsen's R.V. Kuhns & Associates Experience August 2005 - January 2011
Job Chief Investment Officer at School & Institutional Trust Fund Office
Industry Investment Management
Experience
School & Institutional Trust Fund Office, State of Utah September 2015 - Present
Cube Capital January 2011 - August 2015
R.V. Kuhns & Associates August 2005 - January 2011
Parametric Portfolio Associates 2005 - 2005
Blue Heron Consulting (w Jeff Hansen) 2001 - 2005
Monterey Venture Partners 1999 - 2001
KSL 1994 - 1997
Skills
Investments, Portfolio Management, Alternative Investments, Management, Investment Management, Asset Management, Investment Strategies, Fund Of Funds, Hedge Funds, Asset Allocation, Equities, Private Equity, Fixed Income, Investor Relations, Due Diligence, Financial Analysis, Capital Markets, Derivatives, Institutional..., Bloomberg, Equity Research, Emerging Markets, Financial Structuring, Mutual Funds, Valuation, Investment Advisory, Financial Markets, Finance
Education
Middlebury Institute of International Studies at Monterey 1999 — 2000
MBA, Finance
University of Utah 1994 — 1999
Bachelor of Arts (BA), Russian and International Political Economy
School & Institutional Trust Fund Office, State of Utah September 2015 - Present
Cube Capital January 2011 - August 2015
R.V. Kuhns & Associates August 2005 - January 2011
Parametric Portfolio Associates 2005 - 2005
Blue Heron Consulting (w Jeff Hansen) 2001 - 2005
Monterey Venture Partners 1999 - 2001
KSL 1994 - 1997
Skills
Investments, Portfolio Management, Alternative Investments, Management, Investment Management, Asset Management, Investment Strategies, Fund Of Funds, Hedge Funds, Asset Allocation, Equities, Private Equity, Fixed Income, Investor Relations, Due Diligence, Financial Analysis, Capital Markets, Derivatives, Institutional..., Bloomberg, Equity Research, Emerging Markets, Financial Structuring, Mutual Funds, Valuation, Investment Advisory, Financial Markets, Finance
Education
Middlebury Institute of International Studies at Monterey 1999 — 2000
MBA, Finance
University of Utah 1994 — 1999
Bachelor of Arts (BA), Russian and International Political Economy
Albert Wang Albert Wang's R.V. Kuhns & Associates Experience January 2011 - April 2013
Job Financial Analyst at ICONIQ Capital
Industry Financial Services
Experience
ICONIQ Capital September 2013 - Present
R.V. Kuhns & Associates January 2011 - April 2013
R.V. Kuhns & Associates January 2010 - December 2010
Hitachi Data Systems June 2008 - December 2009
Merrill Lynch 2008 - 2008
Lewis PR September 2007 - December 2007
Skills
Financial Modeling, Bloomberg, Investments, Asset Management, Portfolio Management, Investment Strategies, Finance, Equities, Valuation, Fixed Income, Asset Allocation, Equity Research, Alternative Investments
Education
Santa Clara University 2005 — 2009
ICONIQ Capital September 2013 - Present
R.V. Kuhns & Associates January 2011 - April 2013
R.V. Kuhns & Associates January 2010 - December 2010
Hitachi Data Systems June 2008 - December 2009
Merrill Lynch 2008 - 2008
Lewis PR September 2007 - December 2007
Skills
Financial Modeling, Bloomberg, Investments, Asset Management, Portfolio Management, Investment Strategies, Finance, Equities, Valuation, Fixed Income, Asset Allocation, Equity Research, Alternative Investments
Education
Santa Clara University 2005 — 2009
Adam Lozinski, CFA Adam Lozinski, CFA's R.V. Kuhns & Associates Experience October 2011 - March 2013
Job Client Associate at Janus Capital Group
Industry Investment Management
Experience
University of Washington September 2015 - Present
Janus Capital Group March 2013 - Present
R.V. Kuhns & Associates October 2011 - March 2013
R.V. Kuhns & Associates June 2009 - September 2011
R.V. Kuhns & Associates June 2008 - May 2009
Protiviti March 2007 - April 2008
OppenheimerFunds June 2006 - August 2006
Colorado PERA June 2005 - August 2005
Skills
Asset Allocation, Investments, Portfolio Management, Alternative Investments, Asset Managment, Equities, Bloomberg, Financial Modeling, Fixed Income, Investment Strategies, Financial Analysis, Mutual Funds, Due Diligence, Finance, Capital Markets, Valuation, Hedge Funds, Analysis, Investment Management, Series 7, Microsoft Excel, Private Equity, Series 63, Asset Management
Education
Colorado State University 2002 — 2006
Bachelor of Science (BS), Business Administration, Finance Concentration
University of Washington September 2015 - Present
Janus Capital Group March 2013 - Present
R.V. Kuhns & Associates October 2011 - March 2013
R.V. Kuhns & Associates June 2009 - September 2011
R.V. Kuhns & Associates June 2008 - May 2009
Protiviti March 2007 - April 2008
OppenheimerFunds June 2006 - August 2006
Colorado PERA June 2005 - August 2005
Skills
Asset Allocation, Investments, Portfolio Management, Alternative Investments, Asset Managment, Equities, Bloomberg, Financial Modeling, Fixed Income, Investment Strategies, Financial Analysis, Mutual Funds, Due Diligence, Finance, Capital Markets, Valuation, Hedge Funds, Analysis, Investment Management, Series 7, Microsoft Excel, Private Equity, Series 63, Asset Management
Education
Colorado State University 2002 — 2006
Bachelor of Science (BS), Business Administration, Finance Concentration
TC Rolfstad TC Rolfstad's R.V. Kuhns & Associates Experience January 2010 - May 2012
Job Vice President at Real Asset Portfolio Management
Industry Investment Management
Experience
Real Asset Portfolio Management LLC May 2012 - Present
R.V. Kuhns & Associates January 2010 - May 2012
Theodore Roosevelt Expressway Association May 2007 - August 2007
Skills
Investments, Institutional..., Due Diligence, Excel, Asset Allocation, Performance Measurement, Portfolio Performance..., Alternative Investments, Institutional Consulting, Real Estate Investment..., Real Estate Private..., Modern Portfolio Theory, Microsoft Excel, Finance, Financial Analysis, Equities, Leadership, Management, Financial Modeling, Mutual Funds, Valuation, Portfolio Management
Education
North Dakota State University 2005 — 2009
B.S., Finance (Cum Laude)
Real Asset Portfolio Management LLC May 2012 - Present
R.V. Kuhns & Associates January 2010 - May 2012
Theodore Roosevelt Expressway Association May 2007 - August 2007
Skills
Investments, Institutional..., Due Diligence, Excel, Asset Allocation, Performance Measurement, Portfolio Performance..., Alternative Investments, Institutional Consulting, Real Estate Investment..., Real Estate Private..., Modern Portfolio Theory, Microsoft Excel, Finance, Financial Analysis, Equities, Leadership, Management, Financial Modeling, Mutual Funds, Valuation, Portfolio Management
Education
North Dakota State University 2005 — 2009
B.S., Finance (Cum Laude)
Alice Flynn Alice Flynn's R.V. Kuhns & Associates Experience 1992 - 1995
Job Senior Fixed Income Product Manager & Author
Industry Investment Management
Experience
Sky Blue Publishing, LLC January 2011 - Present
Columbia Management March 2009 - Present
Columbia Management Advisors, LLC November 2004 - March 2009
Columbia Management September 1997 - November 2004
Stan Wiley Realtors, Inc. 1995 - 1997
R.V. Kuhns & Associates 1992 - 1995
Skills
Product Management, Proposal Writing, Product Development, Product Marketing, Competitive Analysis, Problem Solving, Strategy, Analytics, Project Management, Marketing, Management
Education
Portland State University 2001 — 2003
B.S., Marketing
University of Iowa
Business Administration
Sky Blue Publishing, LLC January 2011 - Present
Columbia Management March 2009 - Present
Columbia Management Advisors, LLC November 2004 - March 2009
Columbia Management September 1997 - November 2004
Stan Wiley Realtors, Inc. 1995 - 1997
R.V. Kuhns & Associates 1992 - 1995
Skills
Product Management, Proposal Writing, Product Development, Product Marketing, Competitive Analysis, Problem Solving, Strategy, Analytics, Project Management, Marketing, Management
Education
Portland State University 2001 — 2003
B.S., Marketing
University of Iowa
Business Administration
Ben Mahon, CFA, CAIA's R.V. Kuhns & Associates Experience June 2006 - May 2008
Job Investment Officer at Oregon State Treasury
Industry Investment Management
Experience
Oregon State Treasury June 2008 - Present
R.V. Kuhns & Associates June 2006 - May 2008
R.V. Kuhns & Associates June 2004 - May 2006
Skills
Asset Allocation, Investments, Equities, Hedge Funds, Portfolio Management, Asset Management, Private Equity, Financial Analysis, Economics, Investment Strategies, Equity Research, Alternative Investments
Education
Linfield College 2000 — 2004
BS
Oregon State Treasury June 2008 - Present
R.V. Kuhns & Associates June 2006 - May 2008
R.V. Kuhns & Associates June 2004 - May 2006
Skills
Asset Allocation, Investments, Equities, Hedge Funds, Portfolio Management, Asset Management, Private Equity, Financial Analysis, Economics, Investment Strategies, Equity Research, Alternative Investments
Education
Linfield College 2000 — 2004
BS
Dale M. Neibert Dale M. Neibert's R.V. Kuhns & Associates Experience 1993 - 1996
Job Portfolio Manager at F.S.I. Financial Solutions Inc.
Industry Investment Management
Experience
F.S.I.- Financial Solutions Inc. January 2015 - Present
H.E.B. Brand Savings & Retirement Plan January 2009 - December 2014
Cesium Capital December 2007 - January 2009
US Capital September 2004 - December 2007
Crabbe Huson/Columbia Management 1996 - 2004
R.V. Kuhns & Associates 1993 - 1996
Skills
Alternative Investments, Hedge Funds, Investments, Equities, Investment Strategies, Institutional Relations, Defined Contribution, Defined Benefit, Institutional Clients, Institutional Marketing, Portfolio Management, Asset Allocation, Asset Management, ERISA, Client Services, Equity Research, Equity Capital Markets, Equity Sales, Hedge Fund Sales, Capital Introduction, Private Equity Funding, Private Equity/Venture..., Asset Managment, Venture Capital, Financial Advisory, Management, Emerging Markets, Institutional..., CRM, Sales, Options, Capital, Strategy, Marketing, Leadership, Private Equity
Education
University of Oregon
Bachelor's degree
The London School of Economics and Political Science (LSE) 1988 — 1989
International Study Abroad for 2 years, Micro/Macro, Econometrics, Business/Managerial Economics, Public Policy, English Literature
Aloha H.S. 1983 — 1986
n/a H.S. Diploma, College Prep Courses
F.S.I.- Financial Solutions Inc. January 2015 - Present
H.E.B. Brand Savings & Retirement Plan January 2009 - December 2014
Cesium Capital December 2007 - January 2009
US Capital September 2004 - December 2007
Crabbe Huson/Columbia Management 1996 - 2004
R.V. Kuhns & Associates 1993 - 1996
Skills
Alternative Investments, Hedge Funds, Investments, Equities, Investment Strategies, Institutional Relations, Defined Contribution, Defined Benefit, Institutional Clients, Institutional Marketing, Portfolio Management, Asset Allocation, Asset Management, ERISA, Client Services, Equity Research, Equity Capital Markets, Equity Sales, Hedge Fund Sales, Capital Introduction, Private Equity Funding, Private Equity/Venture..., Asset Managment, Venture Capital, Financial Advisory, Management, Emerging Markets, Institutional..., CRM, Sales, Options, Capital, Strategy, Marketing, Leadership, Private Equity
Education
University of Oregon
Bachelor's degree
The London School of Economics and Political Science (LSE) 1988 — 1989
International Study Abroad for 2 years, Micro/Macro, Econometrics, Business/Managerial Economics, Public Policy, English Literature
Aloha H.S. 1983 — 1986
n/a H.S. Diploma, College Prep Courses
Mike Paolucci Mike Paolucci's R.V. Kuhns & Associates Experience January 2008 - March 2010
Job Senior Consultant, Principal, Mercer Investments
Industry Financial Services
Experience
Mercer Investments April 2014 - Present
Segal Rogerscasey April 2010 - April 2014
R.V. Kuhns & Associates January 2008 - March 2010
Courtland Partners December 2006 - December 2007
D.A. Hudson & Associates October 1998 - December 2006
Gelfand Partners Asset Management June 1996 - October 1998
Skills
Client Service Oriented, New Business Development, Investments, Investment Consulting, Asset Allocation, Taft-Hartley, Public Funds, Endowment Funds, Foundation Funds, Value Investing, Graham-Dodd, Margin Of Safety, Principal Preservation, Investment Management, Defined Benefit, Pension Funds, Defined Contribution, Investment Advisory, Pensions, Retirement, Finance, Real Estate, Financial Markets, Asset Management, Alternative Investments, Hedge Funds
Education
Cleveland State University 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
Cleveland State University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
Mercer Investments April 2014 - Present
Segal Rogerscasey April 2010 - April 2014
R.V. Kuhns & Associates January 2008 - March 2010
Courtland Partners December 2006 - December 2007
D.A. Hudson & Associates October 1998 - December 2006
Gelfand Partners Asset Management June 1996 - October 1998
Skills
Client Service Oriented, New Business Development, Investments, Investment Consulting, Asset Allocation, Taft-Hartley, Public Funds, Endowment Funds, Foundation Funds, Value Investing, Graham-Dodd, Margin Of Safety, Principal Preservation, Investment Management, Defined Benefit, Pension Funds, Defined Contribution, Investment Advisory, Pensions, Retirement, Finance, Real Estate, Financial Markets, Asset Management, Alternative Investments, Hedge Funds
Education
Cleveland State University 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
Cleveland State University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
Matthew Patton Matthew Patton's R.V. Kuhns & Associates Experience July 2006 - August 2010
Job Financial Analyst at PacifiCorp
Industry Financial Services
Experience
PacifiCorp January 2015 - Present
My company November 2013 - January 2015
Portland State University September 2011 - June 2013
Galaxy Stone Works LLC July 2012 - December 2012
Keiretsu Forum February 2012 - December 2012
R.V. Kuhns & Associates July 2006 - August 2010
Portland Beavers and Timbers January 2006 - July 2006
Skills
Investments, Microsoft Excel, Due Diligence, Marketing, Entrepreneurship, Financial Modeling, Financial Analysis, Excel, Microsoft Office, SAP ERP, PowerPoint, Writing, Word, Equity Research, Fixed Income Analysis, Alternative Investments, Business Strategy, Business Analysis, Report Writing, Market Research, Valuation, Venture Capital, Asset Management, Start-ups, Asset Allocation, Investment Strategies, Sustainability, Real Estate, Economics, Portfolio Management, Analysis, Data Analysis, Finance, Equities, Microsoft Word, Corporate Finance
Education
Portland State University - School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Oregon 2000 — 2004
Bachelor of Arts (BA), History
Lincoln High School 1996 — 2000
Diploma
PacifiCorp January 2015 - Present
My company November 2013 - January 2015
Portland State University September 2011 - June 2013
Galaxy Stone Works LLC July 2012 - December 2012
Keiretsu Forum February 2012 - December 2012
R.V. Kuhns & Associates July 2006 - August 2010
Portland Beavers and Timbers January 2006 - July 2006
Skills
Investments, Microsoft Excel, Due Diligence, Marketing, Entrepreneurship, Financial Modeling, Financial Analysis, Excel, Microsoft Office, SAP ERP, PowerPoint, Writing, Word, Equity Research, Fixed Income Analysis, Alternative Investments, Business Strategy, Business Analysis, Report Writing, Market Research, Valuation, Venture Capital, Asset Management, Start-ups, Asset Allocation, Investment Strategies, Sustainability, Real Estate, Economics, Portfolio Management, Analysis, Data Analysis, Finance, Equities, Microsoft Word, Corporate Finance
Education
Portland State University - School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Oregon 2000 — 2004
Bachelor of Arts (BA), History
Lincoln High School 1996 — 2000
Diploma
Kevin Raymond Kevin Raymond's R.V. Kuhns & Associates Experience 2004 - 2012
Job Director at Sellwood Consulting LLC
Industry Investment Management
Experience
Sellwood Consulting LLC August 2012 - Present
R.V. Kuhns & Associates 2004 - 2012
Sun Microsystems (now Oracle Corporation) 2000 - 2004
Advest, Inc. (now Merrill Lynch) 1995 - 1998
Skills
Investments, Retirement Planning, Investment Banking, Mergers, Financial Advisory, Mergers & Acquisitions, Venture Capital
Education
Duke University - Fuqua School of Business 1998 — 2000
Master of Business Administration (MBA)
Middlebury College 1991 — 1995
Bachelor of Arts (B.A.), Economics
Sellwood Consulting LLC August 2012 - Present
R.V. Kuhns & Associates 2004 - 2012
Sun Microsystems (now Oracle Corporation) 2000 - 2004
Advest, Inc. (now Merrill Lynch) 1995 - 1998
Skills
Investments, Retirement Planning, Investment Banking, Mergers, Financial Advisory, Mergers & Acquisitions, Venture Capital
Education
Duke University - Fuqua School of Business 1998 — 2000
Master of Business Administration (MBA)
Middlebury College 1991 — 1995
Bachelor of Arts (B.A.), Economics
Glenn Lassen Glenn Lassen's R.V. Kuhns & Associates Experience January 1995 - December 1996
Job Implementation Consultant at Advent Software
Industry Information Technology and Services
Experience
Advent Software January 2012 - Present
CMC Advisers, LLC March 2009 - December 2011
Paulson Investment Co. December 1996 - October 2008
R.V. Kuhns & Associates January 1995 - December 1996
adidas group August 1994 - December 1994
Skills
Systems Administration, SQL Administration, CRM Administration, Portfolio Management..., Technology Consulting, Information Systems..., Systems Design, Document Management..., Technology Training, Financial Advisory, Investment Advisory, Performance Reporting, Network Administration, Network Design, SQL Server, Group Policy, Active Directory, DFS, Administration, Wealth Management, Investment Strategies, Wealth, Asset Allocation, Financial Advice, Retirement Planning, Microsoft Office, High Net Worth..., Customer Service, Financial Planning, Mutual Funds, Series 7, Investments, Alternative Investments, Asset Management, Private Wealth..., Retirement, Asset Managment, Portfolio Management, APX, Moxy, Consulting, Wealth Management..., Strategic Financial..., Databases, CRM, Microsoft SQL Server, SQL, Securities, Enterprise Software
Education
Oregon State University 1989 — 1993
BS in Financial Services, Finance, Communications, Computer Science
South Salem High School 1984 — 1988
Advent Software January 2012 - Present
CMC Advisers, LLC March 2009 - December 2011
Paulson Investment Co. December 1996 - October 2008
R.V. Kuhns & Associates January 1995 - December 1996
adidas group August 1994 - December 1994
Skills
Systems Administration, SQL Administration, CRM Administration, Portfolio Management..., Technology Consulting, Information Systems..., Systems Design, Document Management..., Technology Training, Financial Advisory, Investment Advisory, Performance Reporting, Network Administration, Network Design, SQL Server, Group Policy, Active Directory, DFS, Administration, Wealth Management, Investment Strategies, Wealth, Asset Allocation, Financial Advice, Retirement Planning, Microsoft Office, High Net Worth..., Customer Service, Financial Planning, Mutual Funds, Series 7, Investments, Alternative Investments, Asset Management, Private Wealth..., Retirement, Asset Managment, Portfolio Management, APX, Moxy, Consulting, Wealth Management..., Strategic Financial..., Databases, CRM, Microsoft SQL Server, SQL, Securities, Enterprise Software
Education
Oregon State University 1989 — 1993
BS in Financial Services, Finance, Communications, Computer Science
South Salem High School 1984 — 1988
Scott Krouse Scott Krouse's R.V. Kuhns & Associates Experience May 2011 - Present
Job
Industry Financial Services
Experience
R.V. Kuhns & Associates May 2011 - Present
RBC Capital Markets February 2007 - May 2011
Courtland Partners October 2005 - February 2007
National City Bank August 1998 - October 2005
Skills
Investments, Due Diligence, Private Equity, Securities, Investor Relations, Financial Modeling, Financial Analysis, Equities, Portfolio Management, Risk Management, Asset Managment, Valuation, Financial Reporting, Mutual Funds, Banking, Forecasting, Auditing
Education
Weatherhead School of Management at Case Western Reserve University 2001 — 2003
MBA, Banking and Finance
Penn State University
B.S., Finance
R.V. Kuhns & Associates May 2011 - Present
RBC Capital Markets February 2007 - May 2011
Courtland Partners October 2005 - February 2007
National City Bank August 1998 - October 2005
Skills
Investments, Due Diligence, Private Equity, Securities, Investor Relations, Financial Modeling, Financial Analysis, Equities, Portfolio Management, Risk Management, Asset Managment, Valuation, Financial Reporting, Mutual Funds, Banking, Forecasting, Auditing
Education
Weatherhead School of Management at Case Western Reserve University 2001 — 2003
MBA, Banking and Finance
Penn State University
B.S., Finance
Charlie Waibel CFA Charlie Waibel CFA's R.V. Kuhns & Associates Experience 2005 - 2012
Job Managing Director at Sellwood Consulting
Industry Financial Services
Experience
Sellwood Consulting LLC 2012 - Present
R.V. Kuhns & Associates 2005 - 2012
Badgley Phelps Investment Managers 2001 - 2005
Skills
Investments, Portfolio Management, Equities, Asset Allocation, Investment Strategies, Hedge Funds, Fixed Income, Investment Advisory, Asset Managment, Alternative Investments, Bonds, Due Diligence, Performance Attribution, Investment Management, Financial Advisory, Wealth, Fund Of Funds, Private Equity, Institutional..., Retirement Planning, Valuation
Education
Oregon Health and Science University
Doctor of Medicine (MD)
Lewis and Clark College
Bachelor of Arts (B.A.), Natural Science
Sellwood Consulting LLC 2012 - Present
R.V. Kuhns & Associates 2005 - 2012
Badgley Phelps Investment Managers 2001 - 2005
Skills
Investments, Portfolio Management, Equities, Asset Allocation, Investment Strategies, Hedge Funds, Fixed Income, Investment Advisory, Asset Managment, Alternative Investments, Bonds, Due Diligence, Performance Attribution, Investment Management, Financial Advisory, Wealth, Fund Of Funds, Private Equity, Institutional..., Retirement Planning, Valuation
Education
Oregon Health and Science University
Doctor of Medicine (MD)
Lewis and Clark College
Bachelor of Arts (B.A.), Natural Science
Ashlee Moehring Ashlee Moehring's R.V. Kuhns & Associates Experience February 2002 - July 2012
Job Director at Sellwood Consulting LLC
Industry Investment Management
Experience
Sellwood Consulting LLC August 2012 - Present
Western Pension & Benefits Council July 2013 - February 2015
R.V. Kuhns & Associates February 2002 - July 2012
Skills
Retirement Planning, Financial Advisory, Asset Allocation, Wealth, Investments, Investment Strategies, Alternative Investments, Financial Services, Defined Benefit, Hedge Funds, Mutual Funds, Equities, Capital Markets, Market Research, Portfolio Optimization, Portfolio Management, Compliance, Economics, Microsoft Excel, Financial Analysis
Education
Linfield College 1998 — 2002
Bachelor of Science (B.S.), Finance and Mathematics
Bandon High School
Sellwood Consulting LLC August 2012 - Present
Western Pension & Benefits Council July 2013 - February 2015
R.V. Kuhns & Associates February 2002 - July 2012
Skills
Retirement Planning, Financial Advisory, Asset Allocation, Wealth, Investments, Investment Strategies, Alternative Investments, Financial Services, Defined Benefit, Hedge Funds, Mutual Funds, Equities, Capital Markets, Market Research, Portfolio Optimization, Portfolio Management, Compliance, Economics, Microsoft Excel, Financial Analysis
Education
Linfield College 1998 — 2002
Bachelor of Science (B.S.), Finance and Mathematics
Bandon High School
Joseph Heiberg Joseph Heiberg's R.V. Kuhns & Associates Experience December 2012 - December 2014
Job Business Development Manager at Heiberg Garbage and Recycling LLC
Industry Financial Services
Experience
Lorna Water Company March 2015 - Present
Heiberg Garbage and Recycling LLC March 2015 - Present
RVK, Inc. December 2014 - February 2015
R.V. Kuhns & Associates December 2012 - December 2014
RV Kuhns June 2012 - December 2012
Heiberg Garbage and Recycling LLC June 2007 - August 2010
Skills
Leadership, Financial Analysis, Asset Allocation, Investments, Microsoft Excel, Analysis, Data Analysis, Microsoft Office, PowerPoint, Event Planning, Microsoft Word, Research, Sales, Customer Service, Public Speaking, Teamwork, Event Management, Financial Modeling, Equities
Education
Oregon State University 2007 — 2012
Bachelor of Science (BS), Business Administration - Option in International Business
Oregon State University 2007 — 2012
Bachelor of Science (B.S.), Business Management
University of Agder (UiA) 2010 — 2010
International Business Option, International Management, Culture & Ethics, International Finance, International Marketing
Lorna Water Company March 2015 - Present
Heiberg Garbage and Recycling LLC March 2015 - Present
RVK, Inc. December 2014 - February 2015
R.V. Kuhns & Associates December 2012 - December 2014
RV Kuhns June 2012 - December 2012
Heiberg Garbage and Recycling LLC June 2007 - August 2010
Skills
Leadership, Financial Analysis, Asset Allocation, Investments, Microsoft Excel, Analysis, Data Analysis, Microsoft Office, PowerPoint, Event Planning, Microsoft Word, Research, Sales, Customer Service, Public Speaking, Teamwork, Event Management, Financial Modeling, Equities
Education
Oregon State University 2007 — 2012
Bachelor of Science (BS), Business Administration - Option in International Business
Oregon State University 2007 — 2012
Bachelor of Science (B.S.), Business Management
University of Agder (UiA) 2010 — 2010
International Business Option, International Management, Culture & Ethics, International Finance, International Marketing
Veronica Lane's R.V. Kuhns & Associates Experience July 2005 - April 2007
Job Commercial Loan Analyst II at Native American Bank, N.A.
Industry Computer Software
Experience
Native American Bank, N.A. December 2014 - Present
MBS DEV May 2013 - December 2014
United Stationers October 2008 - April 2013
OmniWealth Ltd. May 2007 - October 2008
R.V. Kuhns & Associates July 2005 - April 2007
Education
University of Denver 2011 — 2013
Master of Business Administration (M.B.A.), Finance Concentration
Fort Lewis College 2001 — 2005
Bachelor's Degree, Accounting
Tohatchi High School 1997 — 2001
High School
Native American Bank, N.A. December 2014 - Present
MBS DEV May 2013 - December 2014
United Stationers October 2008 - April 2013
OmniWealth Ltd. May 2007 - October 2008
R.V. Kuhns & Associates July 2005 - April 2007
Education
University of Denver 2011 — 2013
Master of Business Administration (M.B.A.), Finance Concentration
Fort Lewis College 2001 — 2005
Bachelor's Degree, Accounting
Tohatchi High School 1997 — 2001
High School
Sean Pullin Sean Pullin's R.V. Kuhns & Associates Experience June 2011 - April 2014
Job Financial Analyst at Columbia Sportswear
Industry Investment Management
Experience
Columbia Sportswear April 2014 - Present
R.V. Kuhns & Associates June 2011 - April 2014
Whitworth University October 2010 - May 2011
R.V. Kuhns & Associates June 2010 - September 2010
Skills
Investment Strategies, Asset Allocation, Financial Modeling, Portfolio Management, Investments, Asset Management, Economics, Financial Analysis, Due Diligence
Education
Whitworth University 2007 — 2011
Economics
Maastricht School of Management 2009 — 2010
Economics and Business
Columbia Sportswear April 2014 - Present
R.V. Kuhns & Associates June 2011 - April 2014
Whitworth University October 2010 - May 2011
R.V. Kuhns & Associates June 2010 - September 2010
Skills
Investment Strategies, Asset Allocation, Financial Modeling, Portfolio Management, Investments, Asset Management, Economics, Financial Analysis, Due Diligence
Education
Whitworth University 2007 — 2011
Economics
Maastricht School of Management 2009 — 2010
Economics and Business
Laura Daye Laura Daye's R.V. Kuhns & Associates Experience August 2012 - May 2014
Job Business Development Associate RFP Specialist at RVK, Inc.
Industry Financial Services
Experience
RVK, Inc. June 2014 - Present
R.V. Kuhns & Associates August 2012 - May 2014
M Benefit Solutions February 2012 - August 2012
Pension Consulting Alliance, Inc. July 2005 - December 2009
Pension Consulting Alliance, Inc. May 2000 - June 2005
Skills
•Skilled using ..., •Experienced with..., •Semi-fluent in German, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Valuation, Due Diligence, Investments, Real Estate, Asset Managment, Private Equity, Travel Arrangements, File Management, Spreadsheets
Education
Portland State University 2002 — 2005
Master of Arts (MA), Publishing
Portland State University 2001 — 2005
Master of Arts (MA), English Language and Literature, General
Portland State University 1997 — 2001
Bachelor of Arts (B.A.), English Language and Literature/Letters
German American Partnership Program
German American Partnership Program
RVK, Inc. June 2014 - Present
R.V. Kuhns & Associates August 2012 - May 2014
M Benefit Solutions February 2012 - August 2012
Pension Consulting Alliance, Inc. July 2005 - December 2009
Pension Consulting Alliance, Inc. May 2000 - June 2005
Skills
•Skilled using ..., •Experienced with..., •Semi-fluent in German, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Valuation, Due Diligence, Investments, Real Estate, Asset Managment, Private Equity, Travel Arrangements, File Management, Spreadsheets
Education
Portland State University 2002 — 2005
Master of Arts (MA), Publishing
Portland State University 2001 — 2005
Master of Arts (MA), English Language and Literature, General
Portland State University 1997 — 2001
Bachelor of Arts (B.A.), English Language and Literature/Letters
German American Partnership Program
German American Partnership Program
Dan Northrop Dan Northrop's R.V. Kuhns & Associates Experience 1996 - 2001
Job Founding Partner, Streamline Imaging LLC
Industry Legal Services
Experience
Streamline Imaging LLC April 2005 - Present
Bridge City Legal 2002 - 2005
R.V. Kuhns & Associates 1996 - 2001
Skills
Litigation Support, Business Development, E-Discovery Consulting, Project Management, IPRO, EnCase, Nuix, Relativity, Trials, Document Review, Business Litigation, Computer Forensics, Depositions, Litigation Management, Document Management, Consulting
Education
University of Oregon - Charles H. Lundquist College of Business 1991 — 1995
Bachelor of Science (BS), Finance and Management
Streamline Imaging LLC April 2005 - Present
Bridge City Legal 2002 - 2005
R.V. Kuhns & Associates 1996 - 2001
Skills
Litigation Support, Business Development, E-Discovery Consulting, Project Management, IPRO, EnCase, Nuix, Relativity, Trials, Document Review, Business Litigation, Computer Forensics, Depositions, Litigation Management, Document Management, Consulting
Education
University of Oregon - Charles H. Lundquist College of Business 1991 — 1995
Bachelor of Science (BS), Finance and Management
Trevor Brownd's R.V. Kuhns & Associates Experience May 2007 - June 2010
Job Associate at Broadmark Capital, LLC
Industry Financial Services
Experience
Broadmark Capital, LLC April 2013 - Present
Restaurants Unlimited August 2012 - March 2013
Woodstock Corporation May 2011 - June 2011
R.V. Kuhns & Associates May 2007 - June 2010
Moss Adams LLP May 2006 - September 2006
Education
Boston University 2010 — 2012
MBA
University of Portland 2003 — 2007
BBA, Finance & Accounting
Seattle University
Broadmark Capital, LLC April 2013 - Present
Restaurants Unlimited August 2012 - March 2013
Woodstock Corporation May 2011 - June 2011
R.V. Kuhns & Associates May 2007 - June 2010
Moss Adams LLP May 2006 - September 2006
Education
Boston University 2010 — 2012
MBA
University of Portland 2003 — 2007
BBA, Finance & Accounting
Seattle University
Rob Connin's R.V. Kuhns & Associates Experience September 1996 - January 1999
Job Managing Director Lazard Asset Management
Industry Capital Markets
Experience
Lazard Asset Management July 2004 - Present
Nicholas Applegate January 1999 - June 2004
R.V. Kuhns & Associates September 1996 - January 1999
SEI April 1995 - August 1996
Callan Associates 1992 - 1995
Skills
Asset Allocation, Investments, Investment Strategies, Mutual Funds, Asset Managment, Investment Advisory, Series 7, Endowments, Equities, Fixed Income, Alternative Investments, Portfolio Management, Wealth Management, Pension Funds, ETFs, Investment Management, Financial Markets, Institutional Investors, Hedge Funds, Relationship Management, Series 63, Institutional..., Asset Management, Institutional
Education
University of California, Berkeley 1988 — 1992
Bachelor of Arts (BA)
Lazard Asset Management July 2004 - Present
Nicholas Applegate January 1999 - June 2004
R.V. Kuhns & Associates September 1996 - January 1999
SEI April 1995 - August 1996
Callan Associates 1992 - 1995
Skills
Asset Allocation, Investments, Investment Strategies, Mutual Funds, Asset Managment, Investment Advisory, Series 7, Endowments, Equities, Fixed Income, Alternative Investments, Portfolio Management, Wealth Management, Pension Funds, ETFs, Investment Management, Financial Markets, Institutional Investors, Hedge Funds, Relationship Management, Series 63, Institutional..., Asset Management, Institutional
Education
University of California, Berkeley 1988 — 1992
Bachelor of Arts (BA)
John McLaughlin, CFA's R.V. Kuhns & Associates Experience May 2009 - January 2014
Job Senior Investment Consultant at Ibbotson Associates
Industry Investment Management
Experience
Ibbotson Associates January 2014 - Present
R.V. Kuhns & Associates May 2009 - January 2014
Moss Adams LLP December 2006 - May 2009
Russell Investment Group March 2005 - November 2006
Skills
Investments, Financial Modeling, Portfolio Management, Asset Allocation, Valuation, Asset Managment, Financial Analysis, Equities, Investment Strategies, Hedge Funds, Private Equity, Fixed Income, Financial Services, Asset Management, Alternative Investments, Finance
Education
Seattle University 2001 — 2005
BABA, Finance
Ibbotson Associates January 2014 - Present
R.V. Kuhns & Associates May 2009 - January 2014
Moss Adams LLP December 2006 - May 2009
Russell Investment Group March 2005 - November 2006
Skills
Investments, Financial Modeling, Portfolio Management, Asset Allocation, Valuation, Asset Managment, Financial Analysis, Equities, Investment Strategies, Hedge Funds, Private Equity, Fixed Income, Financial Services, Asset Management, Alternative Investments, Finance
Education
Seattle University 2001 — 2005
BABA, Finance
Eric Ridgway's R.V. Kuhns & Associates Experience June 2004 - Present
Job Business Systems Analyst/Developer
Industry Computer Software
Experience
R.V. Kuhns & Associates June 2004 - Present
QuikTrak, Inc 2002 - 2004
Skateboard.com April 2000 - August 2002
Third Milennium Communications, Inc. June 1999 - April 2000
MindSpring September 1998 - June 1999
Mpowernet Internet Services August 1995 - May 1998
Skills
Requirements Gathering, Systems Analysis, Project Management, Quality Assurance..., User Training, Change Management, Reporting & Analysis, Microsoft CRM, SharePoint, Microsoft SQL Server, SSIS, SSRS, C#, Visual Studio
Education
University of Cincinnati 1992 — 1997
Associate of Arts and Sciences (AAS), Computer Programming
R.V. Kuhns & Associates June 2004 - Present
QuikTrak, Inc 2002 - 2004
Skateboard.com April 2000 - August 2002
Third Milennium Communications, Inc. June 1999 - April 2000
MindSpring September 1998 - June 1999
Mpowernet Internet Services August 1995 - May 1998
Skills
Requirements Gathering, Systems Analysis, Project Management, Quality Assurance..., User Training, Change Management, Reporting & Analysis, Microsoft CRM, SharePoint, Microsoft SQL Server, SSIS, SSRS, C#, Visual Studio
Education
University of Cincinnati 1992 — 1997
Associate of Arts and Sciences (AAS), Computer Programming
Beth (Fuller) Kenney's R.V. Kuhns & Associates Experience 1999 - 2003
Job Senior Director at FTI Consulting
Industry Financial Services
Experience
FTI Consulting 2014 - Present
Bates Group LLC 2011 - 2014
LECG 2005 - 2011
Bates Private Capital 2003 - 2005
R.V. Kuhns & Associates 1999 - 2003
Columbia Management 1998 - 1999
Skills
Financial Analysis, Project Management, Business Development, Litigation Consulting, Data Analysis, Business Analysis, Management, Analysis, Financial Modeling, Risk Management
Education
University of Portland 1994 — 1998
FTI Consulting 2014 - Present
Bates Group LLC 2011 - 2014
LECG 2005 - 2011
Bates Private Capital 2003 - 2005
R.V. Kuhns & Associates 1999 - 2003
Columbia Management 1998 - 1999
Skills
Financial Analysis, Project Management, Business Development, Litigation Consulting, Data Analysis, Business Analysis, Management, Analysis, Financial Modeling, Risk Management
Education
University of Portland 1994 — 1998
Sarah Avgeris's R.V. Kuhns & Associates Experience August 2005 - June 2008
Job Director at Varsity Tutors LLC
Industry Primary/Secondary Education
Experience
Varsity Tutors LLC 2012 - Present
Sylvan Learning Center May 2010 - May 2012
R.V. Kuhns & Associates August 2005 - June 2008
Scripps Health 2004 - 2005
Education
Concordia University-Portland 2008 — 2009
MAT, Elementary Education
University of Oregon 2002 — 2004
Bachelor of Science, Sociology
Western Oregon University
Varsity Tutors LLC 2012 - Present
Sylvan Learning Center May 2010 - May 2012
R.V. Kuhns & Associates August 2005 - June 2008
Scripps Health 2004 - 2005
Education
Concordia University-Portland 2008 — 2009
MAT, Elementary Education
University of Oregon 2002 — 2004
Bachelor of Science, Sociology
Western Oregon University
Jim Coats's R.V. Kuhns & Associates Experience July 2004 - March 2006
Job Executive Vice President at Ferguson Wellman Capital Management
Industry Investment Management
Experience
Ferguson Wellman Capital Management December 2013 - Present
Ferguson Wellman Capital Management April 2011 - December 2013
Ferguson Wellman Capital Management April 2006 - April 2011
R.V. Kuhns & Associates July 2004 - March 2006
Morgan Stanley Capital International October 2001 - May 2004
Maersk Line September 1994 - May 1999
Shanghai University of Finance & Economics July 1993 - August 1994
Skills
Series 65, Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Fixed Income, Retirement Planning, Financial Modeling, Capital Markets, Institutional..., Investment Management, Investments, Strategic Financial..., International Relations, Wealth Management, Mutual Funds, Equity Research, Asset Managment, Quantitative Analytics, Due Diligence, Options, Equities, Securities, Fund Of Funds, Pension Funds
Education
Columbia University - School of International and Public Affairs 1999 — 2001
Master of International Affairs, International Finance
Oregon State University 1988 — 1993
Bachelor of Arts, Communications, Chinese
Central University for Nationalities 1992 — 1992
Certificate, Chinese Language and China's Minority Nationalities
Reynolds High School 1984 — 1988
Ferguson Wellman Capital Management December 2013 - Present
Ferguson Wellman Capital Management April 2011 - December 2013
Ferguson Wellman Capital Management April 2006 - April 2011
R.V. Kuhns & Associates July 2004 - March 2006
Morgan Stanley Capital International October 2001 - May 2004
Maersk Line September 1994 - May 1999
Shanghai University of Finance & Economics July 1993 - August 1994
Skills
Series 65, Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Fixed Income, Retirement Planning, Financial Modeling, Capital Markets, Institutional..., Investment Management, Investments, Strategic Financial..., International Relations, Wealth Management, Mutual Funds, Equity Research, Asset Managment, Quantitative Analytics, Due Diligence, Options, Equities, Securities, Fund Of Funds, Pension Funds
Education
Columbia University - School of International and Public Affairs 1999 — 2001
Master of International Affairs, International Finance
Oregon State University 1988 — 1993
Bachelor of Arts, Communications, Chinese
Central University for Nationalities 1992 — 1992
Certificate, Chinese Language and China's Minority Nationalities
Reynolds High School 1984 — 1988
Dan Yates's R.V. Kuhns & Associates Experience 2004 - 2007
Job Head of Consultant Relations at First Pacific Advisors
Industry Investment Management
Experience
First Pacific Advisors (FPA) May 2014 - Present
Common Sense Investment Management June 2007 - December 2013
R.V. Kuhns & Associates 2004 - 2007
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Private Equity, Investment Strategies, Asset Management, Investment Management, Investments, Portfolio Management, Due Diligence, Equities, Fund Of Funds
Education
Portland State University 1989 — 1991
Master of Business Administration (MBA)
Willamette University 1984 — 1988
BS Math and Physics
Hillsboro High School 1982 — 1984
First Pacific Advisors (FPA) May 2014 - Present
Common Sense Investment Management June 2007 - December 2013
R.V. Kuhns & Associates 2004 - 2007
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Private Equity, Investment Strategies, Asset Management, Investment Management, Investments, Portfolio Management, Due Diligence, Equities, Fund Of Funds
Education
Portland State University 1989 — 1991
Master of Business Administration (MBA)
Willamette University 1984 — 1988
BS Math and Physics
Hillsboro High School 1982 — 1984
Marian Lee's R.V. Kuhns & Associates Experience October 2007 - October 2008
Job Entrepreneur, Owner of Mojo Barbershop & Social Club
Industry Consumer Services
Experience
Mojo Barbershop & Social Club 2011 - Present
D.A. Davidson & Co. October 2008 - 2009
R.V. Kuhns & Associates October 2007 - October 2008
Wells Fargo Investments September 2005 - October 2007
Mercantile June 2004 - June 2005
Skills
Entrepreneurship, Business Development, Business Strategy, Investments, Banking, Valuation, Portfolio Management, Small Business Marketing, Social Media Marketing, Customer Service
Education
Portland State University 2005 — 2008
M.B.A., Finance
University of Puget Sound 1998 — 2002
B.S., Biology
Mojo Barbershop & Social Club 2011 - Present
D.A. Davidson & Co. October 2008 - 2009
R.V. Kuhns & Associates October 2007 - October 2008
Wells Fargo Investments September 2005 - October 2007
Mercantile June 2004 - June 2005
Skills
Entrepreneurship, Business Development, Business Strategy, Investments, Banking, Valuation, Portfolio Management, Small Business Marketing, Social Media Marketing, Customer Service
Education
Portland State University 2005 — 2008
M.B.A., Finance
University of Puget Sound 1998 — 2002
B.S., Biology
Lindsay Harksen's R.V. Kuhns & Associates Experience June 2006 - August 2009
Job Senior Accountant at Harry's Fresh Foods
Industry Financial Services
Experience
Harry's Fresh Foods September 2012 - Present
Harry's Fresh Foods April 2010 - Present
R.V. Kuhns & Associates June 2006 - August 2009
Education
Linfield College 2002 — 2006
BA, Finance and Mathematics
Harry's Fresh Foods September 2012 - Present
Harry's Fresh Foods April 2010 - Present
R.V. Kuhns & Associates June 2006 - August 2009
Education
Linfield College 2002 — 2006
BA, Finance and Mathematics
Lisa Burnham's R.V. Kuhns & Associates Experience February 2010 - March 2010
Job Business Development
Industry Philanthropy
Experience
Monkey Business Sports June 2010 - May 2011
R.V. Kuhns & Associates February 2010 - March 2010
National Charity League, Inc. May 2007 - May 2008
St. Clare School June 2000 - June 2003
St. Clare School September 1997 - May 2002
The Hasson Company October 1990 - April 1995
Coldwell Banker December 1988 - October 1990
United States Congress July 1985 - September 1987
Skills
Customer Relations, Fundraising, Promotions, Contract Negotiation, New Business Development, Customer Service, Volunteer Management, Sales, Business Development, Event Planning, Event Management
Education
Southern Methodist University 1980 — 1984
B.A., Political Science minor Business
Monkey Business Sports June 2010 - May 2011
R.V. Kuhns & Associates February 2010 - March 2010
National Charity League, Inc. May 2007 - May 2008
St. Clare School June 2000 - June 2003
St. Clare School September 1997 - May 2002
The Hasson Company October 1990 - April 1995
Coldwell Banker December 1988 - October 1990
United States Congress July 1985 - September 1987
Skills
Customer Relations, Fundraising, Promotions, Contract Negotiation, New Business Development, Customer Service, Volunteer Management, Sales, Business Development, Event Planning, Event Management
Education
Southern Methodist University 1980 — 1984
B.A., Political Science minor Business
Ron Klotter's R.V. Kuhns & Associates Experience February 2011 - March 2014
Job Managing Director at Strategic Investment Group
Industry Financial Services
Experience
Strategic Investment Group March 2014 - Present
R.V. Kuhns & Associates February 2011 - March 2014
Ennis Knupp & Associates 2010 - 2011
Invesco Ltd. June 2001 - April 2005
Wellington Management April 1997 - April 2000
Skills
Product Management, Equities, Leadership, Alternative Investments, Asset Allocation, Hedge Funds, Asset Management, Investment Strategies, Investments, Investment Management, Mutual Funds, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1983 — 1984
MBA, Business
Miami University 1978 — 1982
BS, Finance
Strategic Investment Group March 2014 - Present
R.V. Kuhns & Associates February 2011 - March 2014
Ennis Knupp & Associates 2010 - 2011
Invesco Ltd. June 2001 - April 2005
Wellington Management April 1997 - April 2000
Skills
Product Management, Equities, Leadership, Alternative Investments, Asset Allocation, Hedge Funds, Asset Management, Investment Strategies, Investments, Investment Management, Mutual Funds, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1983 — 1984
MBA, Business
Miami University 1978 — 1982
BS, Finance
Jake Kalina's R.V. Kuhns & Associates Experience August 2012 - Present
Job Consultant at R.V. Kuhns & Associates
Industry Investment Management
Experience
R.V. Kuhns & Associates August 2012 - Present
Education
Oregon State University 1998 — 2003
B.S., Business
R.V. Kuhns & Associates August 2012 - Present
Education
Oregon State University 1998 — 2003
B.S., Business
El Winata's R.V. Kuhns & Associates Experience August 2010 - September 2012
Job Analyst at Research Affiliates
Industry Financial Services
Experience
Research Affiliates January 2014 - Present
Outsourced Financial Analytics, LLC November 2012 - December 2013
R.V. Kuhns & Associates August 2010 - September 2012
University of Oregon March 2009 - August 2010
BP September 2007 - February 2009
Skills
Stata, Microsoft Excel, Matlab, Factset, Investment Strategies, Hedge Funds, Statistical Modeling, Asset Allocation, Bloomberg, Financial Modeling, SharePoint, MPI, Financial Markets, Asset Management, Equities, Due Diligence, Wealth Management, Risk Management, Alternative Investments, Portfolio Management
Education
University of Oregon 2008 — 2010
Bachelor of Science, Economics
Lehigh University 2005 — 2006
Integrated Business and Engineering Honors Program in Chemical Engineering
Research Affiliates January 2014 - Present
Outsourced Financial Analytics, LLC November 2012 - December 2013
R.V. Kuhns & Associates August 2010 - September 2012
University of Oregon March 2009 - August 2010
BP September 2007 - February 2009
Skills
Stata, Microsoft Excel, Matlab, Factset, Investment Strategies, Hedge Funds, Statistical Modeling, Asset Allocation, Bloomberg, Financial Modeling, SharePoint, MPI, Financial Markets, Asset Management, Equities, Due Diligence, Wealth Management, Risk Management, Alternative Investments, Portfolio Management
Education
University of Oregon 2008 — 2010
Bachelor of Science, Economics
Lehigh University 2005 — 2006
Integrated Business and Engineering Honors Program in Chemical Engineering
Phil Fraser's R.V. Kuhns & Associates Experience February 2007 - May 2010
Job
Industry Medical Devices
Experience
Fisher Investments July 2010 - July 2013
R.V. Kuhns & Associates February 2007 - May 2010
Skills
Insurance, Personal Financial..., Investments, Asset Allocation, Investment Strategies, Hedge Funds, Equities, Portfolio Management, Alternative Investments, Asset Management, Financial Modeling, Fixed Income, Bloomberg, Valuation, Private Equity, Investment Management, Equity Research, Mutual Funds
Education
Washington State University 2004 — 2006
Bachelor of Arts (BA), Finance and Financial Management Services, Magna Cum Laude
Clark College 2002 — 2004
Associate of Arts (AA), Business Administration and Management, General
Fisher Investments July 2010 - July 2013
R.V. Kuhns & Associates February 2007 - May 2010
Skills
Insurance, Personal Financial..., Investments, Asset Allocation, Investment Strategies, Hedge Funds, Equities, Portfolio Management, Alternative Investments, Asset Management, Financial Modeling, Fixed Income, Bloomberg, Valuation, Private Equity, Investment Management, Equity Research, Mutual Funds
Education
Washington State University 2004 — 2006
Bachelor of Arts (BA), Finance and Financial Management Services, Magna Cum Laude
Clark College 2002 — 2004
Associate of Arts (AA), Business Administration and Management, General
Andrea Krol's R.V. Kuhns & Associates Experience 2005 - 2007
Job Communications Manager at Cape Eleuthera Foundation
Industry Nonprofit Organization Management
Experience
Cape Eleuthera Foundation Communications ManagerCape Eleuthera Island School2007 - 2009
R.V. Kuhns & Associates 2005 - 2007
Oregon Silver Bullets Softball 2005 - 2007
Education
Lewis and Clark College 2000 — 2004
Bachelors, Economics
Cape Eleuthera Foundation Communications ManagerCape Eleuthera Island School2007 - 2009
R.V. Kuhns & Associates 2005 - 2007
Oregon Silver Bullets Softball 2005 - 2007
Education
Lewis and Clark College 2000 — 2004
Bachelors, Economics
James Voytko's R.V. Kuhns & Associates Experience July 2005 - July 2009
Job CoFounder at KarmaGoat
Industry Internet
Experience
KarmaGoat June 2011 - Present
R.V. Kuhns & Associates July 2005 - July 2009
Skills
Valuation, Financial Modeling, Economics, Entrepreneurship, Alternative Investments, Financial Analysis, Due Diligence
Education
UCLA Anderson School of Management 2009 — 2011
University of Chicago 2001 — 2005
BA, Economics
KarmaGoat June 2011 - Present
R.V. Kuhns & Associates July 2005 - July 2009
Skills
Valuation, Financial Modeling, Economics, Entrepreneurship, Alternative Investments, Financial Analysis, Due Diligence
Education
UCLA Anderson School of Management 2009 — 2011
University of Chicago 2001 — 2005
BA, Economics
Nathan Voris's R.V. Kuhns & Associates Experience October 2011 - May 2013
Job Director of Sponsor & Workplace Investment Solutions at Morningstar
Industry Investment Management
Experience
Morningstar July 2015 - Present
Morningstar June 2013 - Present
R.V. Kuhns & Associates October 2011 - May 2013
Morningstar June 2010 - September 2011
Walmart November 2006 - June 2010
TIAA-CREF 2005 - 2006
Ohio Public Employees Retirement System 2002 - 2005
Skills
Asset Allocation, Retirement, Financial Services, Investments, Retirement Planning, Mutual Funds, Portfolio Management, Investment Management, Investment Strategies, Asset Management, Pensions, Leadership, Alternative Investments, Equities, Client Services
Education
The Ohio State University
B.S., Education
Ohio University
Morningstar July 2015 - Present
Morningstar June 2013 - Present
R.V. Kuhns & Associates October 2011 - May 2013
Morningstar June 2010 - September 2011
Walmart November 2006 - June 2010
TIAA-CREF 2005 - 2006
Ohio Public Employees Retirement System 2002 - 2005
Skills
Asset Allocation, Retirement, Financial Services, Investments, Retirement Planning, Mutual Funds, Portfolio Management, Investment Management, Investment Strategies, Asset Management, Pensions, Leadership, Alternative Investments, Equities, Client Services
Education
The Ohio State University
B.S., Education
Ohio University
Bysshe Easton's R.V. Kuhns & Associates Experience June 2012 - June 2013
Job Director of Product at GREE International, Inc
Industry Computer Games
Experience
GREE International, Inc June 2013 - Present
TutorHero.net October 2010 - June 2014
R.V. Kuhns & Associates June 2012 - June 2013
UC Berkeley June 2006 - March 2010
Skills
Economics, Matlab, Stata, Statistics, Mathematics, Financial Analysis, Financial Modeling, Econometrics, Economic Modeling, Economic Research, LaTeX, SQL, Quantitative Analytics, Microeconomics
Education
University of California, Berkeley 2005 — 2008
MA, Economics
University of South Carolina-Columbia 2000 — 2004
BA, Mathematics, Philosophy
University of California, Berkeley
PhD, Economics
GREE International, Inc June 2013 - Present
TutorHero.net October 2010 - June 2014
R.V. Kuhns & Associates June 2012 - June 2013
UC Berkeley June 2006 - March 2010
Skills
Economics, Matlab, Stata, Statistics, Mathematics, Financial Analysis, Financial Modeling, Econometrics, Economic Modeling, Economic Research, LaTeX, SQL, Quantitative Analytics, Microeconomics
Education
University of California, Berkeley 2005 — 2008
MA, Economics
University of South Carolina-Columbia 2000 — 2004
BA, Mathematics, Philosophy
University of California, Berkeley
PhD, Economics
Monica Axelrode's R.V. Kuhns & Associates Experience 1998 - 1999
Job Independent Contractor
Industry Financial Services
Experience
Wilson Financial Consulting 2011 - 2013
SCM Advisors LLC 1999 - 2004
R.V. Kuhns & Associates 1998 - 1999
Callan Associates 1995 - 1998
Skills
Client Service Oriented, Marketing, Project Management, Financial Analysis, Financial Reporting, Accounting, Mutual Funds, Bookkeeping, QuickBooks, Payroll, Investments, Portfolio Management, Finance
Education
University of California, Santa Barbara 1988 — 1992
BA, Business/Economics
Wilson Financial Consulting 2011 - 2013
SCM Advisors LLC 1999 - 2004
R.V. Kuhns & Associates 1998 - 1999
Callan Associates 1995 - 1998
Skills
Client Service Oriented, Marketing, Project Management, Financial Analysis, Financial Reporting, Accounting, Mutual Funds, Bookkeeping, QuickBooks, Payroll, Investments, Portfolio Management, Finance
Education
University of California, Santa Barbara 1988 — 1992
BA, Business/Economics
Ben Pressler's R.V. Kuhns & Associates Experience August 2010 - December 2010
Job Client Services Manager at Fisher Investments Europe
Industry Financial Services
Experience
Fisher Investments Europe July 2014 - Present
Fisher Investments August 2012 - July 2014
Fisher Investments June 2011 - August 2012
University of Portland Investment Association April 2010 - April 2011
R.V. Kuhns & Associates August 2010 - December 2010
Nike August 2006 - December 2006
Education
University of Portland 2007 — 2011
Fisher Investments Europe July 2014 - Present
Fisher Investments August 2012 - July 2014
Fisher Investments June 2011 - August 2012
University of Portland Investment Association April 2010 - April 2011
R.V. Kuhns & Associates August 2010 - December 2010
Nike August 2006 - December 2006
Education
University of Portland 2007 — 2011
Katherine Santandrea's R.V. Kuhns & Associates Experience August 2011 - May 2014
Job Executive Assistant
Industry Government Administration
Experience
New York State Capitol May 2014 - Present
R.V. Kuhns & Associates August 2011 - May 2014
Albany Law School July 2010 - July 2011
SKS Bottle & Packaging June 2007 - July 2010
Skills
Microsoft Excel, Event Planning
Education
Syracuse University
BA, History, Political Science
New York State Capitol May 2014 - Present
R.V. Kuhns & Associates August 2011 - May 2014
Albany Law School July 2010 - July 2011
SKS Bottle & Packaging June 2007 - July 2010
Skills
Microsoft Excel, Event Planning
Education
Syracuse University
BA, History, Political Science
Anish Bilakanti's R.V. Kuhns & Associates Experience June 2012 - August 2012
Job Student at USC
Industry Banking
Experience
Merrill Lynch June 2014 - August 2014
Microsoft March 2013 - May 2013
R.V. Kuhns & Associates June 2012 - August 2012
University of Miami January 2012 - July 2012
Education
University of Southern California 2012 — 2015
Bachelor of Science (B.S.), Marshall School of Business - Business Administration
Merrill Lynch June 2014 - August 2014
Microsoft March 2013 - May 2013
R.V. Kuhns & Associates June 2012 - August 2012
University of Miami January 2012 - July 2012
Education
University of Southern California 2012 — 2015
Bachelor of Science (B.S.), Marshall School of Business - Business Administration