RVK, Inc.
Description
Address: 30 N LaSalle St #3900, Chicago, IL 60602 Phone: (312) 445-3100Category: Hours: : : : : : Place name: Website: : 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
RVK, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at RVK, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
RVK, Inc. Salaries. You can even request information on how much does RVK, Inc. pay if you want to. Learn about salaries, pros and cons of working for RVK, Inc. 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!
62 RVK, Inc. employees in database. Find out everything there's to know about RVK, Inc. 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.
RVK, Inc. Employees
Employee
Years
Job
Industry
Christian Meunier Christian Meunier's RVK, Inc. Experience June 2014 - September 2014
Job Assurance Intern
Industry Accounting
Experience
PwC June 2015 - Present
University of Oregon Investment Group December 2014 - June 2015
Oregon Business Consulting Group September 2014 - June 2015
RVK, Inc. June 2014 - September 2014
Accenture June 2013 - December 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Photoshop, Accounting, French, Social Media, Finance, Leadership, Public Speaking, Research, Economics, Time Management, Analysis, Marketing, Access, Data Analysis, Financial Analysis, Market Research, Financial Modeling, Data Entry
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2015
Bachelor of Arts (BA), Accounting, Junior
Copenhagen Business School 2013 — 2013
Undergraduate Exchange Program, International Economics
Crescent Valley 2007 — 2011
PwC June 2015 - Present
University of Oregon Investment Group December 2014 - June 2015
Oregon Business Consulting Group September 2014 - June 2015
RVK, Inc. June 2014 - September 2014
Accenture June 2013 - December 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Photoshop, Accounting, French, Social Media, Finance, Leadership, Public Speaking, Research, Economics, Time Management, Analysis, Marketing, Access, Data Analysis, Financial Analysis, Market Research, Financial Modeling, Data Entry
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2015
Bachelor of Arts (BA), Accounting, Junior
Copenhagen Business School 2013 — 2013
Undergraduate Exchange Program, International Economics
Crescent Valley 2007 — 2011
Ian Huculak Ian Huculak's RVK, Inc. Experience May 2014 - Present
Job Investment Analyst Intern at RVK, Inc.
Industry Higher Education
Experience
RVK, Inc. May 2014 - Present
Oregon State University June 2013 - September 2013
Homeport Insurance June 2011 - September 2012
Education
Oregon State University 2010 — 2014
Bachelor of Science (B.S.), Finance, General, 3.68
Oregon State University 2010 — 2014
Bachelor of Science (B.S.), International Business
RVK, Inc. May 2014 - Present
Oregon State University June 2013 - September 2013
Homeport Insurance June 2011 - September 2012
Education
Oregon State University 2010 — 2014
Bachelor of Science (B.S.), Finance, General, 3.68
Oregon State University 2010 — 2014
Bachelor of Science (B.S.), International Business
Janelle Booth Janelle Booth's RVK, Inc. Experience July 2014 - Present
Job Investment Associate at RVK, Inc.
Industry Investment Management
Experience
RVK, Inc. July 2014 - Present
RVK, Inc. May 2011 - July 2014
Skills
Portfolio Management, Asset Allocation, Investments, Fixed Income, Equities, Investment Strategies, Hedge Funds, Alternative Investments, Asset Management, Financial Analysis, Mutual Funds
Education
University of Portland 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
RVK, Inc. July 2014 - Present
RVK, Inc. May 2011 - July 2014
Skills
Portfolio Management, Asset Allocation, Investments, Fixed Income, Equities, Investment Strategies, Hedge Funds, Alternative Investments, Asset Management, Financial Analysis, Mutual Funds
Education
University of Portland 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Brentley Stark Brentley Stark's RVK, Inc. Experience 2014 - January 2015
Job Investment Analyst at OHSU Foundation
Industry Investment Management
Experience
OHSU Foundation January 2015 - Present
RVK, Inc. 2014 - January 2015
RVK, Inc. 2012 - 2014
CTC myCFO 2011 - 2012
State Street 2008 - 2011
Education
Oregon State University
Bachelor of Science (B.S.), Business Administration
OHSU Foundation January 2015 - Present
RVK, Inc. 2014 - January 2015
RVK, Inc. 2012 - 2014
CTC myCFO 2011 - 2012
State Street 2008 - 2011
Education
Oregon State University
Bachelor of Science (B.S.), Business Administration
Kyle Hagmeier Kyle Hagmeier's RVK, Inc. Experience June 2015 - Present
Job Investment Analyst at RVK, Inc.
Industry
Experience
RVK, Inc. June 2015 - Present
New Venture Lab January 2014 - June 2014
Lakeside Capital Group, LLC. 2014 - 2014
Self-Employed Landscaping and Maintenance 2008 - 2013
Catholic Youth Organization April 2008 - May 2011
Skills
PowerPoint, Microsoft Office
Education
Gonzaga University 2011 — 2015
Bachelor of Business Administration (BBA), Entrepreneurial Studies, Finance, and Economics
RVK, Inc. June 2015 - Present
New Venture Lab January 2014 - June 2014
Lakeside Capital Group, LLC. 2014 - 2014
Self-Employed Landscaping and Maintenance 2008 - 2013
Catholic Youth Organization April 2008 - May 2011
Skills
PowerPoint, Microsoft Office
Education
Gonzaga University 2011 — 2015
Bachelor of Business Administration (BBA), Entrepreneurial Studies, Finance, and Economics
Jonathan Kowolik Jonathan Kowolik's RVK, Inc. Experience March 2011 - Present
Job Senior Consultant, Principal at RVK, Inc.
Industry Investment Management
Experience
RVK, Inc. March 2011 - Present
Skills
Investment Operations, Custody, Global Custody, Securities Lending, Transition Management, Record Keeping, Investments, Portfolio Management, Asset Allocation, Investment Strategies, Alternative Investments, Financial Services, Asset Management, Investment Management, Equities, Bookkeeping, Management Consulting, Capital Markets, Hedge Funds, Private Equity, Bloomberg, Mutual Funds
Education
University of Pennsylvania 1997 — 2001
Bachelor’s Degree
RVK, Inc. March 2011 - Present
Skills
Investment Operations, Custody, Global Custody, Securities Lending, Transition Management, Record Keeping, Investments, Portfolio Management, Asset Allocation, Investment Strategies, Alternative Investments, Financial Services, Asset Management, Investment Management, Equities, Bookkeeping, Management Consulting, Capital Markets, Hedge Funds, Private Equity, Bloomberg, Mutual Funds
Education
University of Pennsylvania 1997 — 2001
Bachelor’s Degree
Angela Smith-Lund Angela Smith-Lund's RVK, Inc. Experience June 2013 - Present
Job Accounting Assistatnt at RVK, Inc.
Industry Accounting
Experience
RVK, Inc. June 2013 - Present
Delap, LLp January 2013 - March 2013
Skills
GAAP, Accounting
Education
Central Senior High School
High School Diploma
University of Maryland College Park
Bachelor of Arts (B.A.), French Language and Literature
RVK, Inc. June 2013 - Present
Delap, LLp January 2013 - March 2013
Skills
GAAP, Accounting
Education
Central Senior High School
High School Diploma
University of Maryland College Park
Bachelor of Arts (B.A.), French Language and Literature
Cole Bixenman's RVK, Inc. Experience August 2014 - Present
Job Investment Associate at RVK, Inc.
Industry Investment Management
Experience
RVK, Inc. August 2014 - Present
RVK, Inc. June 2013 - August 2014
RVK, Inc. January 2013 - June 2013
RVK, Inc. October 2011 - January 2013
RVK, Inc. June 2011 - October 2011
EVERGREEN HELICOPTERS INC June 2010 - December 2010
Skills
Morningstar, MPI, Outlook, Asset Allocation, Finance, Investment Strategies, Investments, Hedge Funds, Alternative Investments, Leadership, Performance Attribution
Education
Linfield College 2007 — 2011
B.S., Finance, Cum Laude
RVK, Inc. August 2014 - Present
RVK, Inc. June 2013 - August 2014
RVK, Inc. January 2013 - June 2013
RVK, Inc. October 2011 - January 2013
RVK, Inc. June 2011 - October 2011
EVERGREEN HELICOPTERS INC June 2010 - December 2010
Skills
Morningstar, MPI, Outlook, Asset Allocation, Finance, Investment Strategies, Investments, Hedge Funds, Alternative Investments, Leadership, Performance Attribution
Education
Linfield College 2007 — 2011
B.S., Finance, Cum Laude
Alexander Leiken Alexander Leiken's RVK, Inc. Experience December 2014 - Present
Job Senior Alternatives Manager Research Analyst at RVK, Inc.
Industry Investment Management
Experience
RVK, Inc. December 2014 - Present
RVK, Inc. October 2012 - December 2014
RVK, Inc. May 2011 - October 2012
Fisher Investments September 2010 - May 2011
University of Oregon Investment Group September 2009 - June 2010
Skills
Equity Valuation, DCF, Modeling, Investment Strategies, Financial Modeling, Equities, Financial Analysis, Asset Allocation, Valuation, Investments, Hedge Funds, Economics, Capital Markets, Performance Analysis, Portfolio Performance..., Portfolio Management, Portfolio Optimization, Risk Analysis, Econometric Modeling, Due Diligence, Bloomberg, Alternative Investments
Education
University of Oregon 2006 — 2010
Bachelor of Science, Economics
Sunset
RVK, Inc. December 2014 - Present
RVK, Inc. October 2012 - December 2014
RVK, Inc. May 2011 - October 2012
Fisher Investments September 2010 - May 2011
University of Oregon Investment Group September 2009 - June 2010
Skills
Equity Valuation, DCF, Modeling, Investment Strategies, Financial Modeling, Equities, Financial Analysis, Asset Allocation, Valuation, Investments, Hedge Funds, Economics, Capital Markets, Performance Analysis, Portfolio Performance..., Portfolio Management, Portfolio Optimization, Risk Analysis, Econometric Modeling, Due Diligence, Bloomberg, Alternative Investments
Education
University of Oregon 2006 — 2010
Bachelor of Science, Economics
Sunset
Nick Thom Nick Thom's RVK, Inc. Experience May 2007 - November 2007
Job Vice President Trust Officer at First Northern Bank of Wyoming
Industry Banking
Experience
First Northern Bank of Wyoming November 2007 - Present
RVK, Inc. May 2007 - November 2007
Morgan Stanley May 2004 - August 2005
Skills
Real Estate, Investment Strategies, Asset Allocation, Marketing, Investments, Portfolio Management, Investment Management, Wealth Management, Asset Management, Trust Management, Charitable Trusts, Special Needs Trusts, Revocable Trusts, Irrevocable Life..., Taxation of Trusts, High Net Worth..., Wealth Management..., Mutual Funds, Banking, Finance, Financial Planning
Education
Graduate School of Banking at Colorado 2013 — 2015
Banking and Financial Support Services
Cannon Trust School 2008 — 2010
Certified Trust and Financial Advisor, Trust & fiduciary administration, estate planning, financial planning, Graduated with Honors
University of Portland 2003 — 2007
Bachelors of Business Administration, Finance
First Northern Bank of Wyoming November 2007 - Present
RVK, Inc. May 2007 - November 2007
Morgan Stanley May 2004 - August 2005
Skills
Real Estate, Investment Strategies, Asset Allocation, Marketing, Investments, Portfolio Management, Investment Management, Wealth Management, Asset Management, Trust Management, Charitable Trusts, Special Needs Trusts, Revocable Trusts, Irrevocable Life..., Taxation of Trusts, High Net Worth..., Wealth Management..., Mutual Funds, Banking, Finance, Financial Planning
Education
Graduate School of Banking at Colorado 2013 — 2015
Banking and Financial Support Services
Cannon Trust School 2008 — 2010
Certified Trust and Financial Advisor, Trust & fiduciary administration, estate planning, financial planning, Graduated with Honors
University of Portland 2003 — 2007
Bachelors of Business Administration, Finance
Samantha Pettit's RVK, Inc. Experience January 2015 - Present
Job Business Development Coordinator at RVK, Inc.
Industry Financial Services
Experience
RVK, Inc. January 2015 - Present
American Realty Capital Properties June 2013 - August 2014
Aran Insurance Services Group August 2011 - August 2013
Arizona Microcredit Initiative January 2013 - May 2013
W.L. Gore and Associates June 2012 - November 2012
Skills
Outlook, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Insurance, Cold Calling Experience, Communication, Journalism, Leadership, Writing, InDesign, Spreadsheets, Organization, Problem Solving, Research, Data Analysis, Editing, Teamwork, Critical Thinking, Social Networking, Retail, Training, Customer Satisfaction, Jobvite, Transfer Agency, DST, Event Planning, Public Speaking
Education
Arizona State University 2010 — 2013
Bachelor of Arts (B.A.), Law
Xavier College Preparatory 2006 — 2010
High school diploma
RVK, Inc. January 2015 - Present
American Realty Capital Properties June 2013 - August 2014
Aran Insurance Services Group August 2011 - August 2013
Arizona Microcredit Initiative January 2013 - May 2013
W.L. Gore and Associates June 2012 - November 2012
Skills
Outlook, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Insurance, Cold Calling Experience, Communication, Journalism, Leadership, Writing, InDesign, Spreadsheets, Organization, Problem Solving, Research, Data Analysis, Editing, Teamwork, Critical Thinking, Social Networking, Retail, Training, Customer Satisfaction, Jobvite, Transfer Agency, DST, Event Planning, Public Speaking
Education
Arizona State University 2010 — 2013
Bachelor of Arts (B.A.), Law
Xavier College Preparatory 2006 — 2010
High school diploma
Matt Sturdivan Matt Sturdivan's RVK, Inc. Experience April 2014 - Present
Job Manager Research Consultant at RVK, Inc.
Industry Investment Management
Experience
RVK, Inc. April 2014 - Present
RVK, Inc. January 2012 - Present
RVK, Inc. May 2010 - January 2012
RVK, Inc. September 2008 - May 2010
Skills
Asset Management, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Portfolio Management, Investments, Financial Analysis, Investment Strategies, Financial Modeling
Education
Portland State University 2008 — 2010
Master of Science (M.S.), Economics
University of Oregon 2004 — 2008
Bachelors, Economics
RVK, Inc. April 2014 - Present
RVK, Inc. January 2012 - Present
RVK, Inc. May 2010 - January 2012
RVK, Inc. September 2008 - May 2010
Skills
Asset Management, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Portfolio Management, Investments, Financial Analysis, Investment Strategies, Financial Modeling
Education
Portland State University 2008 — 2010
Master of Science (M.S.), Economics
University of Oregon 2004 — 2008
Bachelors, Economics
Ryan Robinette's RVK, Inc. Experience June 2014 - Present
Job Associate Consultant at RVK, Inc.
Industry Real Estate
Experience
RVK, Inc. June 2014 - Present
BB&T Real Estate Funding May 2008 - June 2014
Crawford Hoying Smith May 2007 - August 2007
Ohio Catholic Federal Credit Union October 2004 - August 2006
Skills
Real Estate, Due Diligence, Loans, Underwriting, Real Estate Development, Microsoft Office, Argus Modeling, Financial Modeling, Acquisitions, Market Analysis, Sales, Portfolio Management, Finance
Education
University of Alabama 2006 — 2008
MBA, Real Estate Finance
The University of Akron 2000 — 2004
BS, International Business
RVK, Inc. June 2014 - Present
BB&T Real Estate Funding May 2008 - June 2014
Crawford Hoying Smith May 2007 - August 2007
Ohio Catholic Federal Credit Union October 2004 - August 2006
Skills
Real Estate, Due Diligence, Loans, Underwriting, Real Estate Development, Microsoft Office, Argus Modeling, Financial Modeling, Acquisitions, Market Analysis, Sales, Portfolio Management, Finance
Education
University of Alabama 2006 — 2008
MBA, Real Estate Finance
The University of Akron 2000 — 2004
BS, International Business
Nicholas Abel's RVK, Inc. Experience December 2014 - Present
Job Investment Analyst at RVK, Inc.
Industry Investment Management
Experience
RVK, Inc. December 2014 - Present
Nyasha & Company LLC February 2014 - January 2015
Saturna Capital Corporation June 2014 - October 2014
Western Washington University August 2013 - June 2014
WuXi AppTec July 2013 - August 2013
WuXi AppTec May 2013 - July 2013
Western Washington University September 2012 - May 2013
Boeing Shanghai Aviation June 2012 - August 2012
Starbucks September 2009 - July 2012
Ka Leo O Hawai`i June 2011 - August 2011
Skills
Leadership, Customer Service, Microsoft Office, Chinese, Event Management, Marketing Strategy, Project Management, Microsoft Excel, Public Speaking, Event Planning, Inventory Management, Multicultural Team..., PowerPoint, Teamwork, Project Planning, Multicultural Exposure, Management, Vietnamese, Conversational Chinese, Market Planning, Product Marketing, Surfing, Scuba Diving, Cpr Certified, Administration, Research, Analysis, Awesomeness
Education
Western Washington University 2011 — 2014
Bachleor of Science, Finance and Chinese
University of Hawaii at Manoa 2009 — 2011
United Nations International School of Hanoi, Vietnam
RVK, Inc. December 2014 - Present
Nyasha & Company LLC February 2014 - January 2015
Saturna Capital Corporation June 2014 - October 2014
Western Washington University August 2013 - June 2014
WuXi AppTec July 2013 - August 2013
WuXi AppTec May 2013 - July 2013
Western Washington University September 2012 - May 2013
Boeing Shanghai Aviation June 2012 - August 2012
Starbucks September 2009 - July 2012
Ka Leo O Hawai`i June 2011 - August 2011
Skills
Leadership, Customer Service, Microsoft Office, Chinese, Event Management, Marketing Strategy, Project Management, Microsoft Excel, Public Speaking, Event Planning, Inventory Management, Multicultural Team..., PowerPoint, Teamwork, Project Planning, Multicultural Exposure, Management, Vietnamese, Conversational Chinese, Market Planning, Product Marketing, Surfing, Scuba Diving, Cpr Certified, Administration, Research, Analysis, Awesomeness
Education
Western Washington University 2011 — 2014
Bachleor of Science, Finance and Chinese
University of Hawaii at Manoa 2009 — 2011
United Nations International School of Hanoi, Vietnam
Nicholle Romero, MBA's RVK, Inc. Experience June 2015 - Present
Job Investment Analyst at RVK, Inc.
Industry Investment Management
Experience
RVK, Inc. June 2015 - Present
Singapore Math Inc. June 2012 - September 2014
Singapore Math Inc. March 2009 - September 2014
College Nannies & Tutors July 2011 - December 2011
Oregon Business Council August 2011 - August 2011
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Windows, Outlook, QuickBooks, Leadership, Public Speaking, Data Analysis, Time Management, Customer Service, Event Planning, Social Networking, Research, Social Media, Analysis
Education
University of Denver 2014 — 2015
Master of Business Administration (M.B.A.), International Business, GPA: 3.94
University of Denver 2009 — 2013
Bachelor's Degree, Finance Major, Physics & Mathematics Minors, GPA: 3.78
Mahidol University 2012 — 2012
Bachelor's Degree
RVK, Inc. June 2015 - Present
Singapore Math Inc. June 2012 - September 2014
Singapore Math Inc. March 2009 - September 2014
College Nannies & Tutors July 2011 - December 2011
Oregon Business Council August 2011 - August 2011
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Windows, Outlook, QuickBooks, Leadership, Public Speaking, Data Analysis, Time Management, Customer Service, Event Planning, Social Networking, Research, Social Media, Analysis
Education
University of Denver 2014 — 2015
Master of Business Administration (M.B.A.), International Business, GPA: 3.94
University of Denver 2009 — 2013
Bachelor's Degree, Finance Major, Physics & Mathematics Minors, GPA: 3.78
Mahidol University 2012 — 2012
Bachelor's Degree
Jacob Derrah Jacob Derrah's RVK, Inc. Experience December 2014 - Present
Job Senior Investment Analyst at RVK, Inc.
Industry Financial Services
Experience
RVK, Inc. December 2014 - Present
RVK, Inc. December 2013 - December 2014
Jim Kuhlman State Farm March 2013 - June 2013
Allied Systems Company June 2012 - December 2012
Oregon State Athletics September 2011 - June 2012
Education
Oregon State University 2008 — 2013
Bachelor of Science (B.S.), Finance and Marketing
RVK, Inc. December 2014 - Present
RVK, Inc. December 2013 - December 2014
Jim Kuhlman State Farm March 2013 - June 2013
Allied Systems Company June 2012 - December 2012
Oregon State Athletics September 2011 - June 2012
Education
Oregon State University 2008 — 2013
Bachelor of Science (B.S.), Finance and Marketing
Robert Scott Maynard Robert Scott Maynard's RVK, Inc. Experience January 2015 - Present
Job Data Analyst at RVK, Inc.
Industry Financial Services
Experience
RVK, Inc. January 2015 - Present
M Benefit Solutions November 2014 - February 2015
Raymond James Financial Inc. August 2012 - November 2013
Lewis & Clark College August 2007 - May 2012
Lewis & Clark College August 2007 - May 2012
Skills
Analysis, Critical Thinking, Team Leadership, Customer Service, Initiator, Troubleshooting, Problem Solving, Time Management, Research, Data Analysis, Qualitative Research, Microsoft Office, PowerPoint, Series 7, Wealth Management, Microsoft Excel, Leadership, Teamwork, Market Research
Education
Lewis and Clark College 2008 — 2012
BS, Economics
Waterford Kamhlaba UWCSA 2006 — 2007
International Baccalaureate Diploma, Business Management, Physics, Information Technology
RVK, Inc. January 2015 - Present
M Benefit Solutions November 2014 - February 2015
Raymond James Financial Inc. August 2012 - November 2013
Lewis & Clark College August 2007 - May 2012
Lewis & Clark College August 2007 - May 2012
Skills
Analysis, Critical Thinking, Team Leadership, Customer Service, Initiator, Troubleshooting, Problem Solving, Time Management, Research, Data Analysis, Qualitative Research, Microsoft Office, PowerPoint, Series 7, Wealth Management, Microsoft Excel, Leadership, Teamwork, Market Research
Education
Lewis and Clark College 2008 — 2012
BS, Economics
Waterford Kamhlaba UWCSA 2006 — 2007
International Baccalaureate Diploma, Business Management, Physics, Information Technology
Maria Frahm's RVK, Inc. Experience January 2013 - Present
Job Office Manager & Executive Assistant
Industry Investment Management
Experience
RVK, Inc. January 2013 - Present
Hewitt EnnisKnupp March 2005 - January 2013
Aon Hewitt formerly Ennis Knupp + Associates January 2005 - January 2013
Family Support America January 2000 - January 2005
Urban Retail Properties Co January 1998 - January 2000
Acme Steel Company January 1997 - January 1998
Acme Steel Company January 1992 - January 1998
Acme Steel Company January 1992 - January 1996
Skills
Outlook, Microsoft Office, Event Planning, Administrative..., Recruiting, Calendaring, Travel Arrangements, Lotus Notes, Spreadsheets, Office Administration, Calendars, Confidentiality, Expense Reports, Office Management, Budgets, PeopleSoft, Data Entry, Financial Analysis, Event Management, Microsoft Excel, Leadership, Accounting, Finance, Accounts Payable, Management, Invoicing, Customer Service, Data Analysis, Access, Process Scheduler, Marketing, Benefits Administration, Concur, Employee Benefits, Employee Relations, Expenses, Human Resources, Microsoft Publisher, Program Management, Administrative...
Education
Robert Morris University - Illinois 1999 — 2005
Bachelors Degree; Associate Degree, Business; Management
RVK, Inc. January 2013 - Present
Hewitt EnnisKnupp March 2005 - January 2013
Aon Hewitt formerly Ennis Knupp + Associates January 2005 - January 2013
Family Support America January 2000 - January 2005
Urban Retail Properties Co January 1998 - January 2000
Acme Steel Company January 1997 - January 1998
Acme Steel Company January 1992 - January 1998
Acme Steel Company January 1992 - January 1996
Skills
Outlook, Microsoft Office, Event Planning, Administrative..., Recruiting, Calendaring, Travel Arrangements, Lotus Notes, Spreadsheets, Office Administration, Calendars, Confidentiality, Expense Reports, Office Management, Budgets, PeopleSoft, Data Entry, Financial Analysis, Event Management, Microsoft Excel, Leadership, Accounting, Finance, Accounts Payable, Management, Invoicing, Customer Service, Data Analysis, Access, Process Scheduler, Marketing, Benefits Administration, Concur, Employee Benefits, Employee Relations, Expenses, Human Resources, Microsoft Publisher, Program Management, Administrative...
Education
Robert Morris University - Illinois 1999 — 2005
Bachelors Degree; Associate Degree, Business; Management
Joseph Heiberg Joseph Heiberg's RVK, Inc. Experience December 2014 - February 2015
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
Michael Pellatz's RVK, Inc. Experience October 2015 - Present
Job Investment Analyst at RVK, Inc.
Industry Financial Services
Experience
RVK, Inc. October 2015 - Present
R2C Group July 2015 - September 2015
Janrain, Inc. August 2014 - April 2015
Rodda Paint Company June 2011 - July 2014
Linfield College August 2011 - June 2013
Baggenstos Farms July 2009 - October 2011
Skills
Teamwork, Microsoft Excel, Financial Analysis, Sales, Organizational..., Leadership, Public Speaking, PowerPoint, Team Management, Finance, Econometrics, Economic Research, Always Willing to Learn, Efficiency, Economic Development
Education
Linfield College 2010 — 2014
Bachelor of Science, Finance and Economics
Tualatin High School 2006 — 2010
RVK, Inc. October 2015 - Present
R2C Group July 2015 - September 2015
Janrain, Inc. August 2014 - April 2015
Rodda Paint Company June 2011 - July 2014
Linfield College August 2011 - June 2013
Baggenstos Farms July 2009 - October 2011
Skills
Teamwork, Microsoft Excel, Financial Analysis, Sales, Organizational..., Leadership, Public Speaking, PowerPoint, Team Management, Finance, Econometrics, Economic Research, Always Willing to Learn, Efficiency, Economic Development
Education
Linfield College 2010 — 2014
Bachelor of Science, Finance and Economics
Tualatin High School 2006 — 2010
Luke Riela Luke Riela's RVK, Inc. Experience October 2013 - May 2014
Job Private Markets Data Analyst at Meketa Investment Group
Industry Financial Services
Experience
Meketa Investment Group February 2015 - Present
Blackstone Gaming, LLC July 2014 - February 2015
RVK, Inc. October 2013 - May 2014
Coast to Coast Tax Service June 2013 - August 2013
The University of Portland August 2011 - May 2012
The University of Portland, The Beacon September 2010 - May 2011
LPL Financial June 2010 - July 2010
Los Poblanos Historic Inn & Organic Farm November 2008 - May 2010
Skills
Microsoft Office, Business News, Accounting, Finance, Typing, Oral & Written..., Collaboration, Data Analysis, Interviews, Databases, Microsoft Excel
Education
University of Portland 2010 — 2014
Master of Business Administration (M.B.A.), Finance, 3.6
Meketa Investment Group February 2015 - Present
Blackstone Gaming, LLC July 2014 - February 2015
RVK, Inc. October 2013 - May 2014
Coast to Coast Tax Service June 2013 - August 2013
The University of Portland August 2011 - May 2012
The University of Portland, The Beacon September 2010 - May 2011
LPL Financial June 2010 - July 2010
Los Poblanos Historic Inn & Organic Farm November 2008 - May 2010
Skills
Microsoft Office, Business News, Accounting, Finance, Typing, Oral & Written..., Collaboration, Data Analysis, Interviews, Databases, Microsoft Excel
Education
University of Portland 2010 — 2014
Master of Business Administration (M.B.A.), Finance, 3.6
Heidi Goertzen Heidi Goertzen's RVK, Inc. Experience August 2007 - January 2015
Job Chief Compliance Officer at Ferguson Wellman Capital Management
Industry Financial Services
Experience
Ferguson Wellman Capital Management February 2015 - Present
RVK, Inc. August 2007 - January 2015
RVK, Inc. June 2003 - August 2007
Education
University of Portland 2005 — 2007
MBA, Finance
Linfield College 1999 — 2003
BS, Finance
Ferguson Wellman Capital Management February 2015 - Present
RVK, Inc. August 2007 - January 2015
RVK, Inc. June 2003 - August 2007
Education
University of Portland 2005 — 2007
MBA, Finance
Linfield College 1999 — 2003
BS, Finance
Nicholas Koehler Nicholas Koehler's RVK, Inc. Experience May 2015 - Present
Job Investment Associate at RVK, Inc.
Industry Investment Management
Experience
RVK, Inc. May 2015 - Present
Northern Trust April 2013 - April 2015
LPL Financial February 2013 - April 2013
Illumina December 2012 - February 2013
Thomson Reuters June 2012 - November 2012
Tang Capital Management May 2012 - June 2012
Xponential Growth Solutions June 2010 - August 2010
Pacific Ethanol inc June 2009 - August 2009
Skills
Investments, Financial Analysis, Financial Modeling, Portfolio Management, Social Networking, Leadership, Alternative Investments, Private Equity, Business Ethics, Superior Client Service, Hedge Funds, Financial Economics, Derivatives, Investment Banking, Investment Management, Public Speaking, Finance, Portfolio Optimization, Wealth Management, Business Development, Fixed Income Analysis, Client Services, Financial Advisory, Financial Planning, Social Media, Quantitative Finance, Microeconomics, Macroeconomics, Marketing, Graphic Design, Social Media Marketing, Marketing Communications, Marketing Strategy, Pitch Books, Presentations, Branding, Entrepreneurship, Strategic Planning, Venture Capital
Education
San Diego State University 2007 — 2012
BA degree, Business Administration Finance
Oxford University 2010 — 2011
Geopolitics, International Government
Davis Senior High School 2005 — 2007
RVK, Inc. May 2015 - Present
Northern Trust April 2013 - April 2015
LPL Financial February 2013 - April 2013
Illumina December 2012 - February 2013
Thomson Reuters June 2012 - November 2012
Tang Capital Management May 2012 - June 2012
Xponential Growth Solutions June 2010 - August 2010
Pacific Ethanol inc June 2009 - August 2009
Skills
Investments, Financial Analysis, Financial Modeling, Portfolio Management, Social Networking, Leadership, Alternative Investments, Private Equity, Business Ethics, Superior Client Service, Hedge Funds, Financial Economics, Derivatives, Investment Banking, Investment Management, Public Speaking, Finance, Portfolio Optimization, Wealth Management, Business Development, Fixed Income Analysis, Client Services, Financial Advisory, Financial Planning, Social Media, Quantitative Finance, Microeconomics, Macroeconomics, Marketing, Graphic Design, Social Media Marketing, Marketing Communications, Marketing Strategy, Pitch Books, Presentations, Branding, Entrepreneurship, Strategic Planning, Venture Capital
Education
San Diego State University 2007 — 2012
BA degree, Business Administration Finance
Oxford University 2010 — 2011
Geopolitics, International Government
Davis Senior High School 2005 — 2007
Bryan Potts, CFA Bryan Potts, CFA's RVK, Inc. Experience 2005 - 2007
Job Senior Market Analyst at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management November 2014 - Present
John Hancock Investments October 2007 - November 2014
RVK, Inc. 2005 - 2007
Skills
Asset Allocation, Fixed Income, Bloomberg, Investment Strategies, Investments, Mutual Funds, Investment Management, Equities, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
MSF, Finance
University of Portland 2001 — 2005
BBA, Finance
MFS Investment Management November 2014 - Present
John Hancock Investments October 2007 - November 2014
RVK, Inc. 2005 - 2007
Skills
Asset Allocation, Fixed Income, Bloomberg, Investment Strategies, Investments, Mutual Funds, Investment Management, Equities, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
MSF, Finance
University of Portland 2001 — 2005
BBA, Finance
Jennifer (Chrisman) Jones Jennifer (Chrisman) Jones's RVK, Inc. Experience June 2014 - Present
Job Investment Associate at RVK, Inc.
Industry Financial Services
Experience
RVK, Inc. June 2014 - Present
Financial Services February 2014 - May 2014
Gray & Company April 2008 - January 2014
Gray & Company January 2010 - December 2012
APE of Georgia March 2007 - April 2008
Skills
Portfolio Management, Investments, Equities, Asset Management, Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Investment Advisory, Private Equity, Wealth Management, Bloomberg, Pensions, Pension Funds, Financial Services, Finance, Client Services, Bloomberg Terminal, Mutual Funds, Due Diligence, Institutional..., Fund Of Funds, Portfolio Optimization, Emerging Markets, Analytics, ETFs, Retirement, Quantitative Analytics, Strategic Financial..., Funding, Financial Analysis
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2013
Master of Business Administration (MBA)
Auburn University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Woodward Academy
RVK, Inc. June 2014 - Present
Financial Services February 2014 - May 2014
Gray & Company April 2008 - January 2014
Gray & Company January 2010 - December 2012
APE of Georgia March 2007 - April 2008
Skills
Portfolio Management, Investments, Equities, Asset Management, Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Investment Advisory, Private Equity, Wealth Management, Bloomberg, Pensions, Pension Funds, Financial Services, Finance, Client Services, Bloomberg Terminal, Mutual Funds, Due Diligence, Institutional..., Fund Of Funds, Portfolio Optimization, Emerging Markets, Analytics, ETFs, Retirement, Quantitative Analytics, Strategic Financial..., Funding, Financial Analysis
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2013
Master of Business Administration (MBA)
Auburn University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Woodward Academy
Corrie Oliva, CFA Corrie Oliva, CFA's RVK, Inc. Experience February 2006 - April 2014
Job Vice President of Advisory Services at Heintzberger | Payne Advisors
Industry Investment Management
Experience
Heintzberger Payne Advisors April 2014 - Present
RVK, Inc. February 2006 - April 2014
D.A. Davidson & Co. June 2004 - December 2005
Willamette Management Associates October 2003 - June 2004
Pacific Crest Securities September 1999 - November 2001
Skills
Asset Allocation, Investments, Hedge Funds, Asset Management, Equities, Alternative Investments, Valuation, Fixed Income, Investment Management, Mutual Funds, Private Equity
Education
Portland State University 2002 — 2003
Master of Science Financial Analysis
University of San Diego
Bachelor in Business Administration, Finance and Real Estate
Heintzberger Payne Advisors April 2014 - Present
RVK, Inc. February 2006 - April 2014
D.A. Davidson & Co. June 2004 - December 2005
Willamette Management Associates October 2003 - June 2004
Pacific Crest Securities September 1999 - November 2001
Skills
Asset Allocation, Investments, Hedge Funds, Asset Management, Equities, Alternative Investments, Valuation, Fixed Income, Investment Management, Mutual Funds, Private Equity
Education
Portland State University 2002 — 2003
Master of Science Financial Analysis
University of San Diego
Bachelor in Business Administration, Finance and Real Estate
Sara Bruner's RVK, Inc. Experience January 2011 - October 2012
Job Product Owner at HealthCall, LLC
Industry Hospital & Health Care
Experience
HealthCall, LLC October 2012 - Present
RVK, Inc. January 2011 - October 2012
National Bond & Trust Co Inc. January 2003 - December 2010
American Funds June 1999 - December 2002
Education
St. Joseph's College (IN) 1995 — 1999
Bachelor's degree, Psychology
HealthCall, LLC October 2012 - Present
RVK, Inc. January 2011 - October 2012
National Bond & Trust Co Inc. January 2003 - December 2010
American Funds June 1999 - December 2002
Education
St. Joseph's College (IN) 1995 — 1999
Bachelor's degree, Psychology
Pete Madrid's RVK, Inc. Experience September 2014 - Present
Job Investment Analyst at RVK, Inc.
Industry Investment Management
Experience
RVK, Inc. September 2014 - Present
Dav El Transportation Network 2006 - 2014
Skills
Microsoft Excel, Customer Service, PowerPoint, Financial Analysis, Investments, Operations Management, Financial Modeling, Financial Statement..., Statistics, Office Administration, Microsoft Word, Analysis, Microsoft Office, Financial Reporting, Equity Valuation, Client Billing, Client Co-ordination, Client Contact, Employee Training, Price Quotes, Process Improvement, Supervisory Skills, Performance Measurement, Valuation, Management, Asset Management, Portfolio Management, Asset Allocation, Finance
Education
Saint Mary's College of California 2013 — 2014
Master's Degree, Financial Analysis and Investment Management, Honors
San Francisco State University
Bachelor of Science (BS), Business, Marketing
CFA Institute Research Challenge
CFA Level II Candidate
RVK, Inc. September 2014 - Present
Dav El Transportation Network 2006 - 2014
Skills
Microsoft Excel, Customer Service, PowerPoint, Financial Analysis, Investments, Operations Management, Financial Modeling, Financial Statement..., Statistics, Office Administration, Microsoft Word, Analysis, Microsoft Office, Financial Reporting, Equity Valuation, Client Billing, Client Co-ordination, Client Contact, Employee Training, Price Quotes, Process Improvement, Supervisory Skills, Performance Measurement, Valuation, Management, Asset Management, Portfolio Management, Asset Allocation, Finance
Education
Saint Mary's College of California 2013 — 2014
Master's Degree, Financial Analysis and Investment Management, Honors
San Francisco State University
Bachelor of Science (BS), Business, Marketing
CFA Institute Research Challenge
CFA Level II Candidate
Kyle Plitt, CFA Kyle Plitt, CFA's RVK, Inc. Experience May 2014 - Present
Job Consultant at RVK, Inc.
Industry Investment Management
Experience
RVK, Inc. May 2014 - Present
RVK, Inc. September 2011 - April 2014
RVK, Inc. September 2008 - September 2011
RVK, Inc. April 2006 - September 2008
Skills
Capital Markets, Asset Allocation, Due Diligence, Equities, Fixed Income, Hedge Funds, Private Equity, Economics, Investments
Education
University of Oregon - Charles H. Lundquist College of Business 2002 — 2005
Bachelor of Science (B.S.), Business Administration, Finance Concentration; Minor in Political Science
Western Washington University 2001 — 2002
RVK, Inc. May 2014 - Present
RVK, Inc. September 2011 - April 2014
RVK, Inc. September 2008 - September 2011
RVK, Inc. April 2006 - September 2008
Skills
Capital Markets, Asset Allocation, Due Diligence, Equities, Fixed Income, Hedge Funds, Private Equity, Economics, Investments
Education
University of Oregon - Charles H. Lundquist College of Business 2002 — 2005
Bachelor of Science (B.S.), Business Administration, Finance Concentration; Minor in Political Science
Western Washington University 2001 — 2002
Joe Ledgerwood, CFA Joe Ledgerwood, CFA's RVK, Inc. Experience Manager Research ConsultantR.V. Kuhns & AssociatesJune 2010 - Present
Job Director of Equity Research at RVK, Inc
Industry Financial Services
Experience
RVK, Inc. Manager Research ConsultantR.V. Kuhns & AssociatesJune 2010 - Present
IMS Capital Management May 2002 - November 2009
University of Portland September 2000 - May 2002
Skills
Asset Allocation, Investment Strategies, Investments, Asset Management, Research, Equities, Equity Research, Investment Management, Portfolio Management, Performance Attribution, Mutual Funds, Due Diligence, Microsoft Excel
Education
University of Portland 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
RVK, Inc. Manager Research ConsultantR.V. Kuhns & AssociatesJune 2010 - Present
IMS Capital Management May 2002 - November 2009
University of Portland September 2000 - May 2002
Skills
Asset Allocation, Investment Strategies, Investments, Asset Management, Research, Equities, Equity Research, Investment Management, Portfolio Management, Performance Attribution, Mutual Funds, Due Diligence, Microsoft Excel
Education
University of Portland 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Laura Daye Laura Daye's RVK, Inc. Experience June 2014 - Present
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
Shannon N. Heim Shannon N. Heim's RVK, Inc. Experience 2003 - 2007
Job Financial Analyst
Industry Computer Software
Experience
Elemental Technologies December 2013 - Present
Pacific Crest Securities January 2012 - December 2013
Capybara Ventures, Oregon Angel Fund March 2008 - December 2011
RVK, Inc. 2003 - 2007
Stahancyk, Gearing, Rackner & Kent P.C. March 1999 - October 2003
Skills
Due Diligence, Public Speaking, New Business Development, Entrepreneurship, Venture Capital, Investments, Financial Modeling, Marketing, Start-ups, Equity Research, Alternative Investments, Hedge Funds, Finance, SaaS, Enterprise Software, Business Plan Evaluation, Business Development, Leadership, Portfolio Management, Valuation, Mergers & Acquisitions, CRM, Corporate Finance, Management, Financial Analysis, Analytics, Analysis
Education
University of Portland 2005 — 2008
MBA, Finance concentration
Portland State University - School of Business 1999 — 2003
B.A., Business Management
Elemental Technologies December 2013 - Present
Pacific Crest Securities January 2012 - December 2013
Capybara Ventures, Oregon Angel Fund March 2008 - December 2011
RVK, Inc. 2003 - 2007
Stahancyk, Gearing, Rackner & Kent P.C. March 1999 - October 2003
Skills
Due Diligence, Public Speaking, New Business Development, Entrepreneurship, Venture Capital, Investments, Financial Modeling, Marketing, Start-ups, Equity Research, Alternative Investments, Hedge Funds, Finance, SaaS, Enterprise Software, Business Plan Evaluation, Business Development, Leadership, Portfolio Management, Valuation, Mergers & Acquisitions, CRM, Corporate Finance, Management, Financial Analysis, Analytics, Analysis
Education
University of Portland 2005 — 2008
MBA, Finance concentration
Portland State University - School of Business 1999 — 2003
B.A., Business Management
Matthew Liberator's RVK, Inc. Experience June 2015 - Present
Job Investment Analyst at RVK, Inc.
Industry Investment Management
Experience
RVK, Inc. June 2015 - Present
Liberation of Luxury December 2013 - Present
Eastside Timbers F.C. April 2014 - September 2014
Portland Private Wealth Management May 2014 - July 2014
Nike World Conference of Science and Soccer June 2014 - June 2014
Bill Irwin Soccer Camps June 2013 - August 2013
Skills
Teamwork, Investments, Goal Oriented, Finance, Driven By Results, Adaptability, Microsoft Excel, Accountability, Organization, Eagerness to Learn, Competitive, Economics, Efficiency, Portfolio Management, Wealth Management, Public Speaking, Customer Service, Microsoft Office, Bloomberg Terminal, Performance Reporting
Education
University of Portland 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Jesuit High School
RVK, Inc. June 2015 - Present
Liberation of Luxury December 2013 - Present
Eastside Timbers F.C. April 2014 - September 2014
Portland Private Wealth Management May 2014 - July 2014
Nike World Conference of Science and Soccer June 2014 - June 2014
Bill Irwin Soccer Camps June 2013 - August 2013
Skills
Teamwork, Investments, Goal Oriented, Finance, Driven By Results, Adaptability, Microsoft Excel, Accountability, Organization, Eagerness to Learn, Competitive, Economics, Efficiency, Portfolio Management, Wealth Management, Public Speaking, Customer Service, Microsoft Office, Bloomberg Terminal, Performance Reporting
Education
University of Portland 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Jesuit High School
Allison Grebe Lee's RVK, Inc. Experience October 2005 - April 2014
Job Allen Trust Company
Industry Financial Services
Experience
Arnerich Massena, Inc April 2014 - March 2015
RVK, Inc. October 2005 - April 2014
apetito 2001 - 2004
TMP Worldwide 2000 - 2001
McCoy Broadcasting 1996 - 1999
Skills
Marketing Strategy, Brand Development, Strategic Planning, New Business Development, Sales, Strategy, Advertising, Market Research, Leadership, Management, Public Speaking, Product Management, Business Development, Marketing Communications, Marketing
Education
Portland State University - Center for Executive and Professional Education 2013 — 2013
Lean Six Sigma Overview
University of Portland 2006 — 2007
Executive Certificate in Financial Planning
Trinity College, Dublin 1999 — 2000
MBA
University of Portland 1990 — 1993
BA
Lake Oswego High School
Arnerich Massena, Inc April 2014 - March 2015
RVK, Inc. October 2005 - April 2014
apetito 2001 - 2004
TMP Worldwide 2000 - 2001
McCoy Broadcasting 1996 - 1999
Skills
Marketing Strategy, Brand Development, Strategic Planning, New Business Development, Sales, Strategy, Advertising, Market Research, Leadership, Management, Public Speaking, Product Management, Business Development, Marketing Communications, Marketing
Education
Portland State University - Center for Executive and Professional Education 2013 — 2013
Lean Six Sigma Overview
University of Portland 2006 — 2007
Executive Certificate in Financial Planning
Trinity College, Dublin 1999 — 2000
MBA
University of Portland 1990 — 1993
BA
Lake Oswego High School
Greg Kantor's RVK, Inc. Experience June 2013 - Present
Job Associate Consultant at RVK, Inc.
Industry Financial Services
Experience
RVK, Inc. June 2013 - Present
Mercer June 2007 - June 2013
Towers Watson 2003 - 2007
University of Texas at Austin June 2001 - June 2003
Skills
Pensions, Actuarial, Actuarial Science, Retirement, Employee Benefits, Defined Benefit, Financial Analysis, Financial Modeling, Valuation, Benefits, Mathematics, Risk Management, Pension Administration, Statistics, Excel, Annuities, Plan Design, Data Analysis, Financial Reporting, Financial Management
Education
The University of Texas at Austin 2001 — 2003
Master's degree, Mathematics - Actuarial Science
Southern Oregon University 1996 — 2000
Bachelor of Science (B.S.), Mathematics
RVK, Inc. June 2013 - Present
Mercer June 2007 - June 2013
Towers Watson 2003 - 2007
University of Texas at Austin June 2001 - June 2003
Skills
Pensions, Actuarial, Actuarial Science, Retirement, Employee Benefits, Defined Benefit, Financial Analysis, Financial Modeling, Valuation, Benefits, Mathematics, Risk Management, Pension Administration, Statistics, Excel, Annuities, Plan Design, Data Analysis, Financial Reporting, Financial Management
Education
The University of Texas at Austin 2001 — 2003
Master's degree, Mathematics - Actuarial Science
Southern Oregon University 1996 — 2000
Bachelor of Science (B.S.), Mathematics
Jennifer Nichols, CFA's RVK, Inc. Experience November 2013 - August 2014
Job Senior Product Manager at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group September 2014 - Present
R.V. Kuhns & Associates, Inc. 2008 - November 2013
RVK, Inc. November 2013 - August 2014
R.V. Kuhns & Associates, Inc. September 2002 - 2008
R.V. Kuhns & Associates, Inc. July 2002 - September 2002
Skills
Investment Strategies, Asset Allocation, International Equity..., REIT Equity Manager..., Hedge Funds, Alternative Investments, Equities, Asset Management, Investment Management
Education
University of San Diego 1998 — 2002
Bachelor of Arts (B.A.), Business emphasis in Finance
Janus Capital Group September 2014 - Present
R.V. Kuhns & Associates, Inc. 2008 - November 2013
RVK, Inc. November 2013 - August 2014
R.V. Kuhns & Associates, Inc. September 2002 - 2008
R.V. Kuhns & Associates, Inc. July 2002 - September 2002
Skills
Investment Strategies, Asset Allocation, International Equity..., REIT Equity Manager..., Hedge Funds, Alternative Investments, Equities, Asset Management, Investment Management
Education
University of San Diego 1998 — 2002
Bachelor of Arts (B.A.), Business emphasis in Finance
Spencer Hunter's RVK, Inc. Experience May 2014 - Present
Job Consultant at RVK, Inc.
Industry Financial Services
Experience
RVK, Inc. May 2014 - Present
RVK, Inc. August 2012 - May 2014
RVK, Inc. June 2011 - August 2012
RVK, Inc. February 2008 - June 2011
Skills
Investments, Portfolio Management, Asset Allocation, Risk Management, Investment Strategies, Equities, Excel, Due Diligence, Fixed Income, Alternative Investments, Performance Analysis, Financial Analysis, Transition Management, Hedge Funds, Asset Management, Financial Modeling, Microsoft Excel, Valuation
Education
Linfield College 2004 — 2008
Finance
RVK, Inc. May 2014 - Present
RVK, Inc. August 2012 - May 2014
RVK, Inc. June 2011 - August 2012
RVK, Inc. February 2008 - June 2011
Skills
Investments, Portfolio Management, Asset Allocation, Risk Management, Investment Strategies, Equities, Excel, Due Diligence, Fixed Income, Alternative Investments, Performance Analysis, Financial Analysis, Transition Management, Hedge Funds, Asset Management, Financial Modeling, Microsoft Excel, Valuation
Education
Linfield College 2004 — 2008
Finance
Kristen Steffens, CFA's RVK, Inc. Experience November 2012 - Present
Job Investment Consultant at RVK, Inc.
Industry Financial Services
Experience
RVK, Inc. November 2012 - Present
Northern Trust Global Investments August 2011 - November 2012
BlackRock October 2006 - July 2010
Merrill Lynch Investment Managers August 2004 - October 2006
Skills
Hedge Funds, Fund Of Funds, Equities, Investments, Fundamental Analysis, Global Macro, Alternative Investments, Fixed Income, Institutional Investors, Equity Research, Bloomberg, ETFs, Asset Allocation, Investment Strategies, Asset Managment, Derivatives, Series 7
Education
London Business School 2010 — 2011
MiF, Masters in Finance
University of Dayton 2000 — 2004
BS, Finance, Management
RVK, Inc. November 2012 - Present
Northern Trust Global Investments August 2011 - November 2012
BlackRock October 2006 - July 2010
Merrill Lynch Investment Managers August 2004 - October 2006
Skills
Hedge Funds, Fund Of Funds, Equities, Investments, Fundamental Analysis, Global Macro, Alternative Investments, Fixed Income, Institutional Investors, Equity Research, Bloomberg, ETFs, Asset Allocation, Investment Strategies, Asset Managment, Derivatives, Series 7
Education
London Business School 2010 — 2011
MiF, Masters in Finance
University of Dayton 2000 — 2004
BS, Finance, Management
Trish Miller, SPHR's RVK, Inc. Experience May 2011 - Present
Job Human Resources Manager at RVK, Inc.
Industry Investment Management
Experience
RVK, Inc. May 2011 - Present
Wright Business Graphics April 2007 - April 2011
Cummings Moving Systems September 2004 - November 2006
Pickseed West August 2002 - September 2004
Skills
Employee Relations, Microsoft Office, Benefits Administration, HRIS, Recruiting, Human Resources, Employee Benefits, Staff Development, Performance Appraisal, Insurance, Management, Labor Relations, Microsoft Excel, ADP Payroll, Organizational..., Deferred Compensation, Payroll, Onboarding, Performance Management, HR Policies, Talent Management, Talent Acquisition, HR Consulting, Succession Planning, Policy, Workforce Planning, Employee Engagement
Education
Oregon State University 1990 — 1998
B.S., Business Administration
RVK, Inc. May 2011 - Present
Wright Business Graphics April 2007 - April 2011
Cummings Moving Systems September 2004 - November 2006
Pickseed West August 2002 - September 2004
Skills
Employee Relations, Microsoft Office, Benefits Administration, HRIS, Recruiting, Human Resources, Employee Benefits, Staff Development, Performance Appraisal, Insurance, Management, Labor Relations, Microsoft Excel, ADP Payroll, Organizational..., Deferred Compensation, Payroll, Onboarding, Performance Management, HR Policies, Talent Management, Talent Acquisition, HR Consulting, Succession Planning, Policy, Workforce Planning, Employee Engagement
Education
Oregon State University 1990 — 1998
B.S., Business Administration
Joe Cannata's RVK, Inc. Experience January 2006 - Present
Job Landscape Architect
Industry Architecture & Planning
Experience
RVK, Inc. January 2006 - Present
Williams Golf Architects May 1990 - September 2003
Skills
Landscape Architecture, AutoCAD, Landscape Design, Master Planning, Site Planning, Parks, SketchUp, Masterplanning, Site Design, Construction Documents, Streetscapes, Land Use Planning, Construction Observation, Trails, Mixed-use, Construction Detailing, Open Space, Grading, Design Development, Sports Complexes, Cost Estimating, Golf Course Design, Comprehensive Planning, Low Impact Development, Subdivisions, Sustainable Design, Urban Design, Submittals, Site Plans, Streetscape
Education
Texas Tech University 1985 — 1989
Bachelor's degree, Landscape Architecture
RVK, Inc. January 2006 - Present
Williams Golf Architects May 1990 - September 2003
Skills
Landscape Architecture, AutoCAD, Landscape Design, Master Planning, Site Planning, Parks, SketchUp, Masterplanning, Site Design, Construction Documents, Streetscapes, Land Use Planning, Construction Observation, Trails, Mixed-use, Construction Detailing, Open Space, Grading, Design Development, Sports Complexes, Cost Estimating, Golf Course Design, Comprehensive Planning, Low Impact Development, Subdivisions, Sustainable Design, Urban Design, Submittals, Site Plans, Streetscape
Education
Texas Tech University 1985 — 1989
Bachelor's degree, Landscape Architecture
Robert Palmeri, CFA's RVK, Inc. Experience July 2005 - Present
Job Director of East Consulting, Principal at RVK
Industry Investment Management
Experience
RVK, Inc. July 2005 - Present
RVK, Inc. January 2011 - Present
RVK, Inc. 2009 - 2014
KPMG US September 2000 - July 2005
Christian Brothers Investment Services June 1994 - August 2000
Skills
PractIce Leader -..., Alternative Investments, Asset Management, Equities, Investment Strategies, Fixed Income, Investments
Education
Ithaca College 1983 — 1987
Bachelor of Science (B.S.), Finance
Chaminade High School 1979 — 1983
RVK, Inc. July 2005 - Present
RVK, Inc. January 2011 - Present
RVK, Inc. 2009 - 2014
KPMG US September 2000 - July 2005
Christian Brothers Investment Services June 1994 - August 2000
Skills
PractIce Leader -..., Alternative Investments, Asset Management, Equities, Investment Strategies, Fixed Income, Investments
Education
Ithaca College 1983 — 1987
Bachelor of Science (B.S.), Finance
Chaminade High School 1979 — 1983