Scudder Weisel Capital
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Scudder Weisel Capital Employees
Employee
Years
Job
Industry
Natalie Carr Natalie Carr's Scudder Weisel Capital Experience January 2000 - January 2001
Job Business Operations and Compliance Consultant
Industry Financial Services
Experience
NZ JARRELL & ASSOCIALTES January 2010 - Present
Ameriprise Financial Services, Inc. January 2007 - January 2010
XCU Capital Corporation January 2005 - January 2006
Citicorp Investment Services January 2003 - January 2005
H&R Block Financial Advisors January 2002 - January 2003
NZ JARRELL & ASSOCIATES January 2001 - January 2002
Scudder Weisel Capital January 2000 - January 2001
TD Waterhouse Inc./Jack White & CO.. January 1992 - January 2000
Jack White & Company/ TD Water4house 1992 - 2000
Skills
Series 7, Series 63, Retirement Planning, Financial Advisory, Fixed Annuities, Life Insurance, Financial Services, Investments, Securities, Mutual Funds, Wealth Management, Strategic Financial..., Asset Allocation, Asset Management, Series 24, Series 65, Series 9, Series 10, California Insurance..., Excellent in research..., Professional trainer..., Business Risk Analyst, FINRA
Education
University of Phoenix
Business Administration and Management, General
NZ JARRELL & ASSOCIALTES January 2010 - Present
Ameriprise Financial Services, Inc. January 2007 - January 2010
XCU Capital Corporation January 2005 - January 2006
Citicorp Investment Services January 2003 - January 2005
H&R Block Financial Advisors January 2002 - January 2003
NZ JARRELL & ASSOCIATES January 2001 - January 2002
Scudder Weisel Capital January 2000 - January 2001
TD Waterhouse Inc./Jack White & CO.. January 1992 - January 2000
Jack White & Company/ TD Water4house 1992 - 2000
Skills
Series 7, Series 63, Retirement Planning, Financial Advisory, Fixed Annuities, Life Insurance, Financial Services, Investments, Securities, Mutual Funds, Wealth Management, Strategic Financial..., Asset Allocation, Asset Management, Series 24, Series 65, Series 9, Series 10, California Insurance..., Excellent in research..., Professional trainer..., Business Risk Analyst, FINRA
Education
University of Phoenix
Business Administration and Management, General
Fernando E. Lopez Fernando E. Lopez's Scudder Weisel Capital Experience November 2000 - June 2002
Job President at SF Benefits
Industry Insurance
Experience
SF Benefits April 2009 - Present
SF Benefits April 2009 - Present
BeneLopez November 2006 - March 2009
Platinum Financial Group October 2002 - October 2006
Scudder Weisel Capital November 2000 - June 2002
AllAdvantage.com November 1999 - November 2000
McKesson August 1997 - July 1999
ProBusiness April 1996 - April 1997
Newmont Gold Company April 1995 - April 1996
Interlac Inc. July 1994 - April 1995
Skills
Accounting, Advertising, Analysis, Auditing, Banking, Brokers, Budgets, Business Development, C, CRM, Change Management, Contract Negotiation, Critical Illness, Customer Service, Disability Insurance, Employee Benefits, Enterprise Software, Finance, Financial Analysis, Financial Services, Fixed Annuities, Forecasting, Health Insurance, Health Savings Accounts, Human Resources, Insurance, Integration, Investments, Leadership, Life Insurance, Management, Market Research, Marketing, Marketing Strategy, Negotiation, Payroll, PeopleSoft, Program Management, Recruiting, Retirement Planning, SAP, Sales, Small Business, Strategic Planning, Strategy, Telecommunications, Term Life Insurance, Training
Education
San Francisco State University
Bachelor of Science (BS), International Business
SF Benefits April 2009 - Present
SF Benefits April 2009 - Present
BeneLopez November 2006 - March 2009
Platinum Financial Group October 2002 - October 2006
Scudder Weisel Capital November 2000 - June 2002
AllAdvantage.com November 1999 - November 2000
McKesson August 1997 - July 1999
ProBusiness April 1996 - April 1997
Newmont Gold Company April 1995 - April 1996
Interlac Inc. July 1994 - April 1995
Skills
Accounting, Advertising, Analysis, Auditing, Banking, Brokers, Budgets, Business Development, C, CRM, Change Management, Contract Negotiation, Critical Illness, Customer Service, Disability Insurance, Employee Benefits, Enterprise Software, Finance, Financial Analysis, Financial Services, Fixed Annuities, Forecasting, Health Insurance, Health Savings Accounts, Human Resources, Insurance, Integration, Investments, Leadership, Life Insurance, Management, Market Research, Marketing, Marketing Strategy, Negotiation, Payroll, PeopleSoft, Program Management, Recruiting, Retirement Planning, SAP, Sales, Small Business, Strategic Planning, Strategy, Telecommunications, Term Life Insurance, Training
Education
San Francisco State University
Bachelor of Science (BS), International Business
Peter K. Ewing Peter K. Ewing's Scudder Weisel Capital Experience December 2000 - April 2001
Job Head of ETF Product Management, Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management March 2010 - Present
Guggenheim Transparent Value June 2009 - January 2010
Northern Trust November 2006 - June 2009
PlusFunds Group, Inc. August 2003 - June 2006
Rydex August 2001 - August 2003
Scudder Weisel Capital December 2000 - April 2001
Barclays Global Investors September 1996 - December 2000
Skills
Alternative Investments, Asset Management, Asset Managment, Business Development, Capital Markets, ETFs, Equities, Financial Services, Hedge Funds, Investment Strategies, Investments, Management, Mutual Funds, Portfolio Management, Private Equity, Product Development, Asset Allocation, CRM, Fixed Income, Morningstar, Securities, Series 7
Education
Colby College
Bachelor of Arts (B.A.), Music History
Columbia University Graduate School of Arts and Sciences
Historical Musicology
Midland
Northern Trust Asset Management March 2010 - Present
Guggenheim Transparent Value June 2009 - January 2010
Northern Trust November 2006 - June 2009
PlusFunds Group, Inc. August 2003 - June 2006
Rydex August 2001 - August 2003
Scudder Weisel Capital December 2000 - April 2001
Barclays Global Investors September 1996 - December 2000
Skills
Alternative Investments, Asset Management, Asset Managment, Business Development, Capital Markets, ETFs, Equities, Financial Services, Hedge Funds, Investment Strategies, Investments, Management, Mutual Funds, Portfolio Management, Private Equity, Product Development, Asset Allocation, CRM, Fixed Income, Morningstar, Securities, Series 7
Education
Colby College
Bachelor of Arts (B.A.), Music History
Columbia University Graduate School of Arts and Sciences
Historical Musicology
Midland
Mai Ton, PHR Mai Ton, PHR's Scudder Weisel Capital Experience November 2000 - April 2001
Job
Industry Human Resources
Experience
OneLogin, Inc. June 2015 - Present
RichRelevance January 2013 - May 2015
Trulia.com September 2010 - January 2013
PricewaterhouseCoopers LLP February 2006 - October 2010
The Law Firm of Stein & Lubin LLP June 2001 - February 2006
Scudder Weisel Capital November 2000 - April 2001
CornerHardware.com 1999 - 2000
Skills
Legal Compliance, Performance Management, Incentive Programs, Program Management, Diversity & Inclusion, Talent Management, Organizational..., Sourcing, Onboarding, Employee Relations, Deferred Compensation, Management, Succession Planning, Organizational Design, Personnel Management, Human Resources, Recruiting, Leadership, Applicant Tracking..., Workforce Planning, Coaching, Strategy, Employee Benefits, Training, Employee Training, Start-ups, Payroll, Talent Acquisition, Hiring, Process Improvement, College Recruiting, HRIS, Benefits Administration, Policy, Employee Engagement, Executive Coaching, HR Policies, Interviews, Employer Branding, Mergers & Acquisitions
Education
University of Texas at Austin 1989 — 1993
Bachelor, Sociology
OneLogin, Inc. June 2015 - Present
RichRelevance January 2013 - May 2015
Trulia.com September 2010 - January 2013
PricewaterhouseCoopers LLP February 2006 - October 2010
The Law Firm of Stein & Lubin LLP June 2001 - February 2006
Scudder Weisel Capital November 2000 - April 2001
CornerHardware.com 1999 - 2000
Skills
Legal Compliance, Performance Management, Incentive Programs, Program Management, Diversity & Inclusion, Talent Management, Organizational..., Sourcing, Onboarding, Employee Relations, Deferred Compensation, Management, Succession Planning, Organizational Design, Personnel Management, Human Resources, Recruiting, Leadership, Applicant Tracking..., Workforce Planning, Coaching, Strategy, Employee Benefits, Training, Employee Training, Start-ups, Payroll, Talent Acquisition, Hiring, Process Improvement, College Recruiting, HRIS, Benefits Administration, Policy, Employee Engagement, Executive Coaching, HR Policies, Interviews, Employer Branding, Mergers & Acquisitions
Education
University of Texas at Austin 1989 — 1993
Bachelor, Sociology
Nicole Fountain's Scudder Weisel Capital Experience January 2003 - September 2004
Job Contract Editor/Writer/Tech Writer
Industry Writing and Editing
Experience
Independent Contractor July 2011 - Present
Streetwise Reports December 2008 - July 2011
Independent Contractor December 2005 - December 2008
HVS International October 2004 - September 2005
Scudder Weisel Capital January 2003 - September 2004
E*TRADE Financial May 2000 - December 2002
IDG Books Worldwide, Inc. June 1997 - April 2000
AltaMira Press April 1995 - June 1997
Entrepreneur magazine February 1994 - March 1995
Skills
Web Content, Editing, Newsletters, Publishing, Copy Editing, Proofreading, Editorial, Content Strategy, Content Development, Content Management, Mobile Content, Writing, Copywriting, Creative Writing, Corporate Communications, Marketing Communications, Publications, Online Marketing, Email Marketing, Research, Books, Press Releases, Journalism, Web Writing & Publishing, Web Content Editing, Technical Writing, Content Creation, CES/CMS, Develop Content Ideas, Quality Management, Lyricist, Fiction/Non-Fiction MSS..., Interviewing, Microsoft Office, MS Word, Photoshop, Illustrator, Dreamweaver, HTML, PageMaker, PC, Conferences, QuarkXPress, FrameMaker, Adobe Acrobat, Web Content Management, Image Editing, Hiring, Management, Marketing
Education
California State University-Long Beach 1992 — 1995
Bachelor’s Degree, English/Creative Writing
Santa Rosa Junior College 1990 — 1992
Associate’s Degree, Communications
University of California, Berkeley 1996 — 1996
COURSE, Technical Writing
University of California, Santa Barbara 1995 — 1996
COURSE, Copywriting
Editcetera 1998 — 1998
COURSE, Punctuation for Editors
Independent Contractor July 2011 - Present
Streetwise Reports December 2008 - July 2011
Independent Contractor December 2005 - December 2008
HVS International October 2004 - September 2005
Scudder Weisel Capital January 2003 - September 2004
E*TRADE Financial May 2000 - December 2002
IDG Books Worldwide, Inc. June 1997 - April 2000
AltaMira Press April 1995 - June 1997
Entrepreneur magazine February 1994 - March 1995
Skills
Web Content, Editing, Newsletters, Publishing, Copy Editing, Proofreading, Editorial, Content Strategy, Content Development, Content Management, Mobile Content, Writing, Copywriting, Creative Writing, Corporate Communications, Marketing Communications, Publications, Online Marketing, Email Marketing, Research, Books, Press Releases, Journalism, Web Writing & Publishing, Web Content Editing, Technical Writing, Content Creation, CES/CMS, Develop Content Ideas, Quality Management, Lyricist, Fiction/Non-Fiction MSS..., Interviewing, Microsoft Office, MS Word, Photoshop, Illustrator, Dreamweaver, HTML, PageMaker, PC, Conferences, QuarkXPress, FrameMaker, Adobe Acrobat, Web Content Management, Image Editing, Hiring, Management, Marketing
Education
California State University-Long Beach 1992 — 1995
Bachelor’s Degree, English/Creative Writing
Santa Rosa Junior College 1990 — 1992
Associate’s Degree, Communications
University of California, Berkeley 1996 — 1996
COURSE, Technical Writing
University of California, Santa Barbara 1995 — 1996
COURSE, Copywriting
Editcetera 1998 — 1998
COURSE, Punctuation for Editors
Jake McCabe's Scudder Weisel Capital Experience 2000 - 2001
Job Solutions Architect at Optiv
Industry Computer & Network Security
Experience
Optiv Inc July 2015 - Present
FishNet Security 2014 - July 2015
Taino Consulting Group 2013 - 2014
RSA The Security Division of EMC 2012 - 2013
VSS Monitoring 2010 - 2012
VSS Monitoring 2009 - 2010
Certeon 2007 - 2009
Mazu Networks 2004 - 2007
Hewlett-Packard 2002 - 2003
Scudder Weisel Capital 2000 - 2001
Skills
Security, Cloud Computing, Enterprise Software, SaaS, Network Security, Virtualization, Network Architecture, Information Security, Firewalls, Business Alliances, Go-to-market Strategy, IPS, Channel Partners, Networking, Data Center, Professional Services, IT Management, Business Development, Hardware, Product Management, Selling, Information Technology, Managed Services, Strategic Partnerships, Solution Selling, Pre-sales, Sales
Education
Middlebury College 1991 — 1995
BA, Computer Science
Noble and Greenough School 1986 — 1991
Optiv Inc July 2015 - Present
FishNet Security 2014 - July 2015
Taino Consulting Group 2013 - 2014
RSA The Security Division of EMC 2012 - 2013
VSS Monitoring 2010 - 2012
VSS Monitoring 2009 - 2010
Certeon 2007 - 2009
Mazu Networks 2004 - 2007
Hewlett-Packard 2002 - 2003
Scudder Weisel Capital 2000 - 2001
Skills
Security, Cloud Computing, Enterprise Software, SaaS, Network Security, Virtualization, Network Architecture, Information Security, Firewalls, Business Alliances, Go-to-market Strategy, IPS, Channel Partners, Networking, Data Center, Professional Services, IT Management, Business Development, Hardware, Product Management, Selling, Information Technology, Managed Services, Strategic Partnerships, Solution Selling, Pre-sales, Sales
Education
Middlebury College 1991 — 1995
BA, Computer Science
Noble and Greenough School 1986 — 1991
Jack McCoy's Scudder Weisel Capital Experience 2000 - 2001
Job IT Manager
Industry Information Technology and Services
Experience
James Hardie Building Products April 2002 - Present
Guidant 2001 - 2002
Scudder Weisel Capital 2000 - 2001
Conagra May 1998 - November 2000
NCS 1997 - 1998
Skills
Cisco IOS, Cisco Routers, TCP/IP, IT Strategy, System Administration, Project Management, Change Management, Networking, Strategic Planning, Budgets, Telecommunications, Performance Management, Data Security, Active Directory, Data Center, VMware, SharePoint, Vendor Management, Troubleshooting, Leadership, Information Technology, Leadership Development, Management, Network Administration, Infrastructure, Team Leadership, Servers
Education
Iowa State University - College of Business 1992 — 1996
Bachelor of Science (BS), Management Information Systems, General
James Hardie Building Products April 2002 - Present
Guidant 2001 - 2002
Scudder Weisel Capital 2000 - 2001
Conagra May 1998 - November 2000
NCS 1997 - 1998
Skills
Cisco IOS, Cisco Routers, TCP/IP, IT Strategy, System Administration, Project Management, Change Management, Networking, Strategic Planning, Budgets, Telecommunications, Performance Management, Data Security, Active Directory, Data Center, VMware, SharePoint, Vendor Management, Troubleshooting, Leadership, Information Technology, Leadership Development, Management, Network Administration, Infrastructure, Team Leadership, Servers
Education
Iowa State University - College of Business 1992 — 1996
Bachelor of Science (BS), Management Information Systems, General
Matt Pfeffer's Scudder Weisel Capital Experience August 2000 - 2001
Job Demystifier
Industry Information Services
Experience
Motive Medical Intelligence May 2007 - Present
Switchback Media November 2001 - May 2007
VitesseLearning, Inc. November 2005 - February 2007
Scudder Weisel Capital August 2000 - 2001
Hungryminds.com August 1999 - August 2000
San Francisco Business Times September 1998 - August 1999
Education
Brandeis University 1992 — 1996
Linguistics, Mathematics, and Philosophy
Motive Medical Intelligence May 2007 - Present
Switchback Media November 2001 - May 2007
VitesseLearning, Inc. November 2005 - February 2007
Scudder Weisel Capital August 2000 - 2001
Hungryminds.com August 1999 - August 2000
San Francisco Business Times September 1998 - August 1999
Education
Brandeis University 1992 — 1996
Linguistics, Mathematics, and Philosophy
Sara Lujan Miller's Scudder Weisel Capital Experience 2000 - 2001
Job Experienced Corporate Ethics & Compliance Professional
Industry Program Development
Experience
Archer Daniels Midland March 2013 - May 2014
ServiceMaster February 2012 - February 2013
Velocitor Solutions November 2010 - February 2012
Duke Energy September 2009 - October 2010
BearingPoint, Inc February 2007 - July 2009
Citigroup 2006 - 2007
Colgate-Palmolive 2002 - 2006
Simpson Thacher & Bartlett LLP July 2001 - December 2002
Scudder Weisel Capital 2000 - 2001
flyswat, Inc. 1999 - 2000
Skills
Investigations, Business Ethics, Compliance, Program Management, Software Project..., Training & Development, Policy, Employee Relations, Risk Assessment, Change Management, Private Investigations, Employee Training, Management, Software Documentation, Cross-functional Team..., CRM, Human Resources, Leadership, Recruiting, Project Management, HRIS, Training
Education
California State University Stanislaus
Certificate, Paralegal Studies
Menlo College
Bachelor of Arts degree, Liberal Arts with a concentration in Psychology
Archer Daniels Midland March 2013 - May 2014
ServiceMaster February 2012 - February 2013
Velocitor Solutions November 2010 - February 2012
Duke Energy September 2009 - October 2010
BearingPoint, Inc February 2007 - July 2009
Citigroup 2006 - 2007
Colgate-Palmolive 2002 - 2006
Simpson Thacher & Bartlett LLP July 2001 - December 2002
Scudder Weisel Capital 2000 - 2001
flyswat, Inc. 1999 - 2000
Skills
Investigations, Business Ethics, Compliance, Program Management, Software Project..., Training & Development, Policy, Employee Relations, Risk Assessment, Change Management, Private Investigations, Employee Training, Management, Software Documentation, Cross-functional Team..., CRM, Human Resources, Leadership, Recruiting, Project Management, HRIS, Training
Education
California State University Stanislaus
Certificate, Paralegal Studies
Menlo College
Bachelor of Arts degree, Liberal Arts with a concentration in Psychology
Brian Bartel's Scudder Weisel Capital Experience 2000 - 2001
Job Infrastructure Manager at James Hardie Building Products
Industry Building Materials
Experience
James Hardie Building Products June 2014 - Present
James Hardie Building Products September 2013 - June 2014
James Hardie Building Products April 2011 - September 2013
James Hardie Building Products July 2005 - April 2011
James Hardie Building Products December 2003 - July 2005
Scudder Weisel Capital 2000 - 2001
ConAgra Foods 2000 - 2000
Skills
VMware, Microsoft Exchange, Microsoft SQL Server, Windows, Active Directory, System Administration, Altiris, Windows Server, Troubleshooting, EMC SANs, SharePoint, Data Center, Virtualization, Server Architecture, Windows 7, IT Management, Help Desk Support, TCP/IP, Network Administration, Citrix Metaframe, Firewalls, Disaster Recovery, Networking
Education
California State University-Fullerton - College of Business and Economics 2006 — 2009
BA, Business Administration - Information Systems
University of Iowa 1997 — 1998
Information Systems
James Hardie Building Products June 2014 - Present
James Hardie Building Products September 2013 - June 2014
James Hardie Building Products April 2011 - September 2013
James Hardie Building Products July 2005 - April 2011
James Hardie Building Products December 2003 - July 2005
Scudder Weisel Capital 2000 - 2001
ConAgra Foods 2000 - 2000
Skills
VMware, Microsoft Exchange, Microsoft SQL Server, Windows, Active Directory, System Administration, Altiris, Windows Server, Troubleshooting, EMC SANs, SharePoint, Data Center, Virtualization, Server Architecture, Windows 7, IT Management, Help Desk Support, TCP/IP, Network Administration, Citrix Metaframe, Firewalls, Disaster Recovery, Networking
Education
California State University-Fullerton - College of Business and Economics 2006 — 2009
BA, Business Administration - Information Systems
University of Iowa 1997 — 1998
Information Systems
Debbie Fugate's Scudder Weisel Capital Experience June 2000 - April 2001
Job VP Finance at IdenTrust, Inc.
Industry Computer & Network Security
Experience
IdenTrust, Inc. November 2001 - Present
Scudder Weisel Capital June 2000 - April 2001
Gemini Consulting September 1995 - August 1999
Oak Brook Bank July 1990 - August 1993
Education
The University of Chicago 1993 — 1995
MBA, Finance and Marketing
Northwestern University 1986 — 1990
BA, Economics and Political Science
IdenTrust, Inc. November 2001 - Present
Scudder Weisel Capital June 2000 - April 2001
Gemini Consulting September 1995 - August 1999
Oak Brook Bank July 1990 - August 1993
Education
The University of Chicago 1993 — 1995
MBA, Finance and Marketing
Northwestern University 1986 — 1990
BA, Economics and Political Science
Andrea Mumford's Scudder Weisel Capital Experience August 2000 - April 2001
Job French educator, Researcher
Industry Education Management
Experience
Century High School August 2007 - October 2012
Foreign Exchange, Inc. October 2006 - June 2007
Wilsonville High School August 2005 - June 2007
Crescent Valley High School September 2004 - June 2005
Lycée Jacques Prévert October 2003 - April 2004
Wells Fargo Bank March 2003 - July 2003
Federal Home Loan Bank of San Francisco September 2001 - November 2002
Credit Suisse First Boston May 2001 - August 2001
Scudder Weisel Capital August 2000 - April 2001
XAOS, Inc. 2000 - July 2000
Skills
Public Speaking, Teaching, Classroom, Research, Tutoring, Curriculum Design, Curriculum Development, French Teaching, French to English
Education
Oregon State University 2004 — 2005
M.A.T. French
University of Washington 1995 — 1999
Bachelor of Arts (B.A.), French Language and Literature
Century High School August 2007 - October 2012
Foreign Exchange, Inc. October 2006 - June 2007
Wilsonville High School August 2005 - June 2007
Crescent Valley High School September 2004 - June 2005
Lycée Jacques Prévert October 2003 - April 2004
Wells Fargo Bank March 2003 - July 2003
Federal Home Loan Bank of San Francisco September 2001 - November 2002
Credit Suisse First Boston May 2001 - August 2001
Scudder Weisel Capital August 2000 - April 2001
XAOS, Inc. 2000 - July 2000
Skills
Public Speaking, Teaching, Classroom, Research, Tutoring, Curriculum Design, Curriculum Development, French Teaching, French to English
Education
Oregon State University 2004 — 2005
M.A.T. French
University of Washington 1995 — 1999
Bachelor of Arts (B.A.), French Language and Literature
Ben Slavet's Scudder Weisel Capital Experience July 2000 - June 2001
Job Chief Operating Officer & Chief Financial Officer at Ascend Capital,LLC
Industry Financial Services
Experience
Ascend Capital,LLC September 2001 - Present
Scudder Weisel Capital July 2000 - June 2001
KPMG 1992 - 2000
Education
Isenberg School of Management, UMass Amherst 1988 — 1992
Ascend Capital,LLC September 2001 - Present
Scudder Weisel Capital July 2000 - June 2001
KPMG 1992 - 2000
Education
Isenberg School of Management, UMass Amherst 1988 — 1992
Sandra Spendlove's Scudder Weisel Capital Experience October 2000 - April 2001
Job Senior Learning Development Manager at Pacific Marine Credit Union
Industry Banking
Experience
Pacific Marine Credit Union January 2009 - Present
Scudder Weisel Capital October 2000 - April 2001
Scudder Investments June 1996 - October 1999
California Casualty Management Company November 1989 - June 1996
Skills
Leadership Development, Insurance, Training, Organizational..., Leadership, Team Building, Management, Coaching, Change Management
Education
San Diego State University-California State University
Pacific Marine Credit Union January 2009 - Present
Scudder Weisel Capital October 2000 - April 2001
Scudder Investments June 1996 - October 1999
California Casualty Management Company November 1989 - June 1996
Skills
Leadership Development, Insurance, Training, Organizational..., Leadership, Team Building, Management, Coaching, Change Management
Education
San Diego State University-California State University