Strategic Investment Solutions
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21 Strategic Investment Solutions employees in database. Find out everything there's to know about Strategic Investment Solutions 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.
Strategic Investment Solutions Employees
Franklin Templeton Investments 2012 - Present
Strategic Investment Solutions 2008 - 2012
Strategic Investment Solutions 2005 - 2008
State Street Analytics 2003 - 2005
mPower 1999 - 2003
Skills
eVestment Alliance, MPI Stylus, Morningstar Direct, Performance Measurement, Operations Management, Investment Commentary, Microsoft Office, Asset Allocation, Bloomberg Terminal, Defined Benefit, Defined Contribution, Mutual Funds, Databases, Investments, Securities, Investment Advisory, ETFs, Equities, Stylus, Financial Markets, Financial Services, Pensions, Bloomberg, Institutional..., Investment Strategies, Due Diligence, Investment Management, Pension Funds
Education
Kenyon College 1993 — 1997
BA
Strategic Investment Solutions August 2006 - Present
California Institute of Technology February 2003 - August 2006
Catapult Ventures March 1999 - January 2003
Intel Corporation March 1998 - December 1998
Calvert Social Venture Partners, L.P. 1996 - 1996
Booz Allen Hamilton October 1988 - April 1991
Education
Yale University - Yale School of Management 1995 — 1997
MBA, Finance and Marekting
University of California, Berkeley 1985 — 1988
Bachelor of Arts, Economics
UCSF July 2015 - Present
Strategic Investment Solutions October 2013 - June 2015
Cavallo Point Lodge September 2013 - October 2013
Mandarin House January 2013 - August 2013
Global LT November 2011 - August 2013
The Carneros Inn April 2008 - March 2011
Trainer Wortham January 2006 - January 2007
First Republic Bank April 2002 - January 2006
First Republic Trust Company April 2001 - April 2002
First Republic Bank January 2000 - January 2001
Skills
Jack of all trade, Detail-oriented, Highly organized, Resourceful problem..., Presentation designer, Project manager, Event coordinator, Creative manager, Expert in Eastern and..., Highly trained in all..., Drawing, Interior Design, Management, Therapeutic Massage, Time Management, Interviews, Microsoft Office, Training, Event Planning, Data Entry, Project Management, Customer Service
Education
National Holistic Institute
Certified Massage Therapist & Health Educator, Graduated top of my class and with honors
TEFL International, Xiaoshan District, Hangzhou, P.R. China
Certified TEFL Teacher
The Fashion Institute of Design and Merchandising
Fashion/Apparel Design
CSAA Insurance Group, a AAA Insurer March 2015 - Present
Stern Grove Festival Association 2010 - Present
Strategic Investment Solutions September 2007 - March 2015
New York City Office of the Comptroller January 2005 - February 2006
New Mexico State Investment Council May 2003 - July 2004
J.P. Morgan June 1996 - June 2002
Skills
Ability to..., Oral and written..., Superior negotiating..., Strategic thinker,..., Equity Research, Portfolio Management, Budgets, Asset Management, Investments, Due Diligence, Retirement, Emerging Markets, Alternative Investments, Banking, Private Equity, Equities, Investment Management, Strategy, Financial Modeling, Hedge Funds
Education
University of California, Berkeley, Haas School of Business 1993 — 1995
Master of Business Administration (MBA), Finance, General
University of California, Berkeley 1985 — 1989
Bachelor of Arts (BA), Political Economy of Industrialized Societies
Mercer Investments April 2014 - Present
Strategic Investment Solutions November 2011 - February 2014
Harris Investments December 2004 - March 2011
Nicholas Applegate June 1999 - December 2004
Mercer Investment Consulting July 1987 - June 1999
Skills
Alternative Investments, Investments, Portfolio Management, Investment Strategies, Hedge Funds, Asset Managment, Asset Allocation, Investment Management, Equities, Fixed Income, Institutional Investors, Mutual Funds, Series 7, Investment Advisory, Wealth Management
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance, Business Policy
Elmhurst College 1981 — 1985
BS, Economics, Finance, Minor in Mathematics
STZ Security Company February 2010 - Present
Mosholu Montefiore Community Center November 2006 - February 2010
Strive International January 2005 - August 2006
Strategic Investment Solutions August 2002 - October 2004
Skills
Blackberry, Remote Assistance, LogMeIn, HTML, WYSIWYG layout tools, Network Security, Remote Access, Internet Access, IP Cameras, DVR, Spanish, Spanish translation, Video Editing, Audio Editing, Video Shooting, Tablet PC, Desktop Support, Desktop Administration, Technical Support, Social Media, Microsoft Excel, Customer Service, Event Planning, Team Building, Virtual Assistance, Budgets, Community Outreach, Program Development, Strategic Planning, Resume Writing, Case Managment
Education
CUNY Bronx Community College 2009 — 2012
Associate in Applied Sciences Degree (A.A.S.), Marketing/Marketing Management, General, 3.6
Strategic Investment Solutions 1994 - Present
Barra 1988 - 1994
Standard Oil Company, Inc 1978 - 1986
Skills
Hedge Funds, Alternative Investments, Asset Management, Equities, Asset Allocation, Portfolio Management, Investment Management, Fixed Income, Investments, Mutual Funds, Private Equity, Investment Strategies, Financial Modeling, Valuation, Investment Advisory, Due Diligence, Risk Management, Equity Research, Capital Markets, Fund Of Funds
Education
University of California, Berkeley 1986 — 1988
Master of Business Administration (MBA), Finance, General
Michigan State University 1974 — 1978
Bachelor's degree, Chemical Engineering
John Hancock Financial Services October 2014 - Present
Dana-Farber Cancer Institute October 2012 - October 2014
Dialysis Clinic, Inc. June 2011 - August 2011
Kaiser Permanente 2011 - 2011
Strategic Investment Solutions May 2009 - August 2009
Skills
Clinical Research, Clinical Trials, Cancer, Oncology, Cell Biology, Public Health, Lifesciences, Immunology, Microsoft Excel, Financial Modeling, Data Analysis
Education
Amherst College 2008 — 2012
Bachelor of Arts (B.A.), Biology
The Branson School 2004 — 2008
Carnegie Mellon University August 2015 - Present
Varian Medical Systems June 2015 - Present
Strategic Investment Solutions February 2015 - May 2015
Percolata January 2015 - March 2015
Simms Lab 2012 - 2014
Skills
R, Statistics, Microsoft Excel, LaTeX, Analysis, Microsoft Word, Python, SQL, Microsoft Office, Morningstar, Dynamo, MPI, Splunk, PowerPoint, Public Speaking
Education
Carnegie Mellon University 2015 — 2016
Master of Science (M.S.), Statistical Practice
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Statistics
Strategic Investment Solutions July 2003 - Present
mPower Advisors (Acquired by Morningstar) November 1999 - January 2003
Franklin Templeton Investments 1997 - November 1999
Education
The Johns Hopkins University
Doctor of Philosophy (Ph.D.), Philosophy
The Johns Hopkins University
Master of Arts (MA), Philosophy
Reed College
Bachelor of Arts (B.A.), Philosophy
Box August 2014 - January 2015
Box November 2013 - July 2014
Box October 2011 - May 2014
Triage Consulting Group September 2010 - September 2011
Strategic Investment Solutions April 2010 - August 2010
America's Health Insurance Plans (AHIP) June 2009 - August 2009
Skills
SQL, Visual Basic, Java, Salesforce.com, Enterprise Software, Data Analysis, Cloud Computing
Education
Stanford University 2014 — 2016
Computer Science
Stanford University 2006 — 2010
Bachelor of Arts (B.A.), Economics
MakerSquare
MakerSquare
MakerSquare
MakerSquare
BlackRock June 2014 - Present
Strategic Investment Solutions May 2012 - June 2014
U.S. Army May 2005 - May 2010
Skills
Operational Planning, Military, Army, Military Operations, National Security, Military Experience, Security Clearance, Command, DoD, Defense, Intelligence Analysis, Top Secret, Force Protection, Intelligence, Organizational..., Counterinsurgency, Government
Education
University of San Diego 2010 — 2012
Master of Business Administration (MBA), Finance and Financial Management Services
United States Military Academy at West Point 2001 — 2005
Systems Engineer
White Sox Academy April 2013 - Present
Strategic Investment Solutions June 2011 - Present
Anderson Lower Whitlow Pc January 2015 - April 2015
Rich Concrete May 2013 - January 2015
Skills
Investment Strategies, Portfolio Management, Equities, Accounting, Baseball, Asset Allocation, Financial Accounting, Investments, Investment Advisory, Alternative Investments, Asset Management, Investment Management, Mutual Funds, Valuation, Managerial Finance, Financial Analysis, Sports, Sports Coaching, Construction Accounting, Construction, Hedge Funds, Politics, Commodity Markets
Education
Augustana College 2012 — 2016
Accounting Major, Finance Major, Pre-Law Minor
Bank of New York Mellon January 2007 - September 2013
Masonic Grand Lodge of California January 2005 - December 2006
Strategic Investment Solutions 2002 - 2005
Barclays Global Investors 2000 - 2001
State Street 1995 - 2000
Skills
Asset Management, Financial Services, Securities, Portfolio Management, Fixed Income, Mutual Funds, Equities, Investments, Derivatives, Asset Allocation, Relationship Management, Series 7, Capital Markets, Hedge Funds, Business Development, Global Custody, Alternative Investments, Banking, Asset Managment
Education
Boston College
Strategic Investment Solutions September 2014 - Present
Bivium Capital Partners December 2008 - August 2014
Harris myCFO IAS June 2007 - October 2008
Strategic Investment Solutions July 1994 - May 2007
Education
University of California, Berkeley, Haas School of Business 1992 — 1994
MBA, Finance
Smith College
Bachelor's Degree, Economics
Strategic Investment Solutions February 2015 - Present
Probitas Partners February 2014 - February 2015
GNV Holdings December 2011 - February 2014
Houlihan Lokey May 2010 - July 2010
Compass Group September 2006 - July 2009
CIBC World Markets March 2005 - September 2006
Skills
Private Equity, Investments, Leveraged Finance, Mutual Funds, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Due Diligence, Capital Markets, Bloomberg, Mergers & Acquisitions, Equities, Emerging Markets, Business Valuation, Portfolio Management, Venture Capital, Equity Research, Business Strategy, Restructuring, Analysis, Fixed Income, Asset Management, Economics, Alternative Investments
Education
University of Chicago Graduate School of Business 2009 — 2011
MBA, International Business, Finance
Claremont McKenna College 2000 — 2003
Bachelor of Science (BS), Economics Accounting
Strategic Investment Solutions September 2011 - Present
Progress Investment Management Company August 2005 - January 2011
Barra March 2001 - July 2005
Education
Siena College 1991 — 1995
B.S., Finance
Strategic Investment Solutions 2014 - Present
FCC Alameda October 2013 - Present
state street 1997 - 2012
Skills
Financial Accounting, Financial Analysis, Accounting, Auditing, Portfolio Management, Financial Reporting, Corporate Finance, Bloomberg, Financial Modeling, Valuation, Asset Management, Risk Management, Financial Services, Derivatives, Investments, Finance
Education
California State University-Hayward 1992 — 1997
Bachelor of Science (BS), Business Administration and Management, General
California State University-East Bay
BS in Business Administration, Accounting and Computer Information Systems
State Street Global Markets March 2001 - Present
Strategic Investment Solutions 2000 - 2001
NEPC 1998 - 2000
Skills
Mutual Funds, Equities, Fixed Income, Financial Services, Investments, Portfolio Management, Bloomberg, Financial Analysis, Derivatives, Banking, Asset Management, Securities, Risk Management, Business Analysis, Relationship Management, Financial Modeling, Microsoft Excel, Capital Markets, Finance
Education
Bridgewater State University 1995 — 1998
Bachelor of Science (BS), Finance, General