Utah Retirement Systems
Description
Utah Retirement Systems administers pension plans and retirement savings plans for public employees in the U.S. state of Utah. There are eight separate defined-benefit pension plans administered by URS, as well as various retirement savings plans. Founded: 1963 Agency executive: Dan Andersen, Executive Director Subsidiaries: Utah Retirement Systems - Utah Retirement Fund, Utah Retirement Systems, Defined Contribution Plan 401K
Utah Retirement Systems List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Utah Retirement Systems. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Utah Retirement Systems Employees
Employee
Years
Job
Industry
Justine Belden Justine Belden's Utah Retirement Systems Experience October 2013 - December 2013
Job Executive Analyst in the Chancellor's Office at UCSF
Industry Executive Office
Experience
UCSF February 2015 - Present
UCSF July 2014 - February 2015
Utah Retirement Systems October 2013 - December 2013
The Corporation Presiding Bishop (LDS Church) April 2010 - May 2013
The Smoking Apple April 2009 - August 2009
BYU-Idaho 2009 - 2009
BYU-Idaho Integrated Business Core Practicum October 2008 - November 2008
Progrexion-Lexington Law Firm April 2007 - October 2008
Skills
Time Management, Problem Solving, Microsoft Office, Refining Processes, Risk Management, Strategy, Leadership, Microsoft Excel, Budgets, Data Analysis, working with complex..., PowerPoint, Technical Writing, Team Leadership, Project Coordination, learning new things, Training, Public Speaking, Writing, Basecamp, Social Networking, Leadership Development, SharePoint, Marketing, Google Apps, Customer Service, Microsoft Word, Administrative..., Editing, Filing
Education
Brigham Young University - Idaho 2008 — 2010
Bachelors, Busines Management
LDS Business College 2006 — 2008
Associates of Science, Business Transfer; Accounting Certificate
UCSF February 2015 - Present
UCSF July 2014 - February 2015
Utah Retirement Systems October 2013 - December 2013
The Corporation Presiding Bishop (LDS Church) April 2010 - May 2013
The Smoking Apple April 2009 - August 2009
BYU-Idaho 2009 - 2009
BYU-Idaho Integrated Business Core Practicum October 2008 - November 2008
Progrexion-Lexington Law Firm April 2007 - October 2008
Skills
Time Management, Problem Solving, Microsoft Office, Refining Processes, Risk Management, Strategy, Leadership, Microsoft Excel, Budgets, Data Analysis, working with complex..., PowerPoint, Technical Writing, Team Leadership, Project Coordination, learning new things, Training, Public Speaking, Writing, Basecamp, Social Networking, Leadership Development, SharePoint, Marketing, Google Apps, Customer Service, Microsoft Word, Administrative..., Editing, Filing
Education
Brigham Young University - Idaho 2008 — 2010
Bachelors, Busines Management
LDS Business College 2006 — 2008
Associates of Science, Business Transfer; Accounting Certificate
Angelique Pappas Angelique Pappas's Utah Retirement Systems Experience June 2012 - January 2015
Job Senior Investment Analyst
Industry Financial Services
Experience
Granite Associates, L.P. February 2015 - Present
Utah Retirement Systems June 2012 - January 2015
Westminster College May 2012 - June 2012
Utah Retirement Systems November 2011 - June 2012
Westminster College - CFA Institute Research Challenge Team October 2011 - May 2012
D.A. Davidson Student Investment Fund August 2011 - May 2012
Winder & Counsel, PC June 2010 - November 2011
Skills
Due Diligence, Microsoft Excel, Financial Analysis, Bloomberg, PowerPoint, Factset, Market Research, Legal Research, Financial Modeling, Analysis, Teamwork
Education
Westminster College 2008 — 2012
Bachelor of Arts in Finance, Summa Cum Laude, Finance & Economics, 3.93
Universidad Internacional Menéndez Pelayo
Spanish Language, International Finance
Granite Associates, L.P. February 2015 - Present
Utah Retirement Systems June 2012 - January 2015
Westminster College May 2012 - June 2012
Utah Retirement Systems November 2011 - June 2012
Westminster College - CFA Institute Research Challenge Team October 2011 - May 2012
D.A. Davidson Student Investment Fund August 2011 - May 2012
Winder & Counsel, PC June 2010 - November 2011
Skills
Due Diligence, Microsoft Excel, Financial Analysis, Bloomberg, PowerPoint, Factset, Market Research, Legal Research, Financial Modeling, Analysis, Teamwork
Education
Westminster College 2008 — 2012
Bachelor of Arts in Finance, Summa Cum Laude, Finance & Economics, 3.93
Universidad Internacional Menéndez Pelayo
Spanish Language, International Finance
David Batten David Batten's Utah Retirement Systems Experience October 2005 - January 2011
Job Software Craftsman and Author at Pluralsight
Industry Information Technology and Services
Experience
Pluralsight August 2014 - Present
inContact January 2011 - August 2014
Utah Retirement Systems October 2005 - January 2011
Caltrans September 2000 - October 2005
several places in northern Utah January 1991 - June 1998
Skills
C#, ASP.NET, .NET, TFS, Microsoft SQL Server, Software Development, Visual Studio, Java, Web Services, MVC, Scrum, JavaScript, SQL, Web Development, IIS, Agile Project Management, WCF, Billiards, Motocross Fan
Education
University of Phoenix 2004 — 2007
BSIT
Salt Lake Community College 1991 — 1997
A.S. & A.A.S.
University of Utah 1987 — 1991
Pluralsight August 2014 - Present
inContact January 2011 - August 2014
Utah Retirement Systems October 2005 - January 2011
Caltrans September 2000 - October 2005
several places in northern Utah January 1991 - June 1998
Skills
C#, ASP.NET, .NET, TFS, Microsoft SQL Server, Software Development, Visual Studio, Java, Web Services, MVC, Scrum, JavaScript, SQL, Web Development, IIS, Agile Project Management, WCF, Billiards, Motocross Fan
Education
University of Phoenix 2004 — 2007
BSIT
Salt Lake Community College 1991 — 1997
A.S. & A.A.S.
University of Utah 1987 — 1991
Haiwen Wang Haiwen Wang's Utah Retirement Systems Experience June 2015 - Present
Job Risk Management Intern at Utah Retirement Systems
Industry Financial Services
Experience
Utah Retirement Systems June 2015 - Present
University of Utah - Employment January 2015 - Present
Zions Bancorporation October 2014 - March 2015
Fangda July 2013 - December 2013
English Study School June 2006 - August 2011
Southwest Jiaotong University Student Union July 2010 - July 2011
Education
University of Utah - David Eccles School of Business 2014 — 2015
Finance, Master's Degree
Southwest Jiaotong University 2009 — 2013
Construction Management, Bachelor's Degree
Utah Retirement Systems June 2015 - Present
University of Utah - Employment January 2015 - Present
Zions Bancorporation October 2014 - March 2015
Fangda July 2013 - December 2013
English Study School June 2006 - August 2011
Southwest Jiaotong University Student Union July 2010 - July 2011
Education
University of Utah - David Eccles School of Business 2014 — 2015
Finance, Master's Degree
Southwest Jiaotong University 2009 — 2013
Construction Management, Bachelor's Degree
Rob Dolphin, CPA Rob Dolphin, CPA's Utah Retirement Systems Experience May 2000 - Present
Job Finance Manager, Controller
Industry Accounting
Experience
Utah Retirement Systems May 2000 - Present
Educators Mutual Insurance 1993 - 2000
Education
University of Phoenix 2002 — 2003
MBA, Business
Snow College 1989 — 2001
Associate Degree, General Studies
Utah State University 1991 — 1993
BS, Accounting
Utah Retirement Systems May 2000 - Present
Educators Mutual Insurance 1993 - 2000
Education
University of Phoenix 2002 — 2003
MBA, Business
Snow College 1989 — 2001
Associate Degree, General Studies
Utah State University 1991 — 1993
BS, Accounting
Quincy Watkins Quincy Watkins's Utah Retirement Systems Experience June 2012 - Present
Job Defined Contribution Specialist at Utah Ret
Industry Financial Services
Experience
East High School August 2014 - Present
Utah Retirement Systems June 2012 - Present
Send Out Cards April 2012 - June 2012
TD Ameritrade 2010 - 2012
Investools January 2008 - October 2010
Aetna Behavioral Health June 2007 - October 2010
Skills
PowerPoint, Research, Photoshop, Teaching, Customer Retention, Call Center, Public Speaking, Process Improvement, Sales, Leadership, Team Building, Management, Team Leadership, Time Management, Training, Business Development, Coaching, Customer Service, Strategic Planning
Education
University of Utah 2000 — 2003
Bachelor of Science (B.S.), Human Development & Family Studies
Los Angeles Harbor College 1999 — 2000
Associates of Art, General Studies
East High School August 2014 - Present
Utah Retirement Systems June 2012 - Present
Send Out Cards April 2012 - June 2012
TD Ameritrade 2010 - 2012
Investools January 2008 - October 2010
Aetna Behavioral Health June 2007 - October 2010
Skills
PowerPoint, Research, Photoshop, Teaching, Customer Retention, Call Center, Public Speaking, Process Improvement, Sales, Leadership, Team Building, Management, Team Leadership, Time Management, Training, Business Development, Coaching, Customer Service, Strategic Planning
Education
University of Utah 2000 — 2003
Bachelor of Science (B.S.), Human Development & Family Studies
Los Angeles Harbor College 1999 — 2000
Associates of Art, General Studies
Craige Stone Craige Stone's Utah Retirement Systems Experience March 2001 - Present
Job Director, Defined Contribution Plans at Utah Retirement Systems
Industry Government Administration
Experience
Utah Retirement Systems March 2001 - Present
Utah Retirement Systems June 1997 - March 2001
Nationwide Financial June 1993 - June 1997
Skills
Investments, Account Management, Accounting, Roth IRA, Retirement Savings, Defined Contribution, Financial Analysis, Risk Management, Analysis, Microsoft Excel, Employee Benefits, Marketing, Forecasting, Customer Service, Management, Real Estate, Sales, Asset Management
Education
University of Utah - David Eccles School of Business 2003 — 2005
MBA, Business, Finance, Marketing
Brigham Young University 1981 — 1985
BS, Marketing, Finance
Utah Retirement Systems March 2001 - Present
Utah Retirement Systems June 1997 - March 2001
Nationwide Financial June 1993 - June 1997
Skills
Investments, Account Management, Accounting, Roth IRA, Retirement Savings, Defined Contribution, Financial Analysis, Risk Management, Analysis, Microsoft Excel, Employee Benefits, Marketing, Forecasting, Customer Service, Management, Real Estate, Sales, Asset Management
Education
University of Utah - David Eccles School of Business 2003 — 2005
MBA, Business, Finance, Marketing
Brigham Young University 1981 — 1985
BS, Marketing, Finance
Rich Matheson Rich Matheson's Utah Retirement Systems Experience November 2011 - Present
Job Senior Real Estate Analyst at Utah Retirement Systems
Industry Real Estate
Experience
Utah Retirement Systems November 2011 - Present
University of Utah January 2012 - June 2013
Salt Lake County June 2007 - June 2013
Integra Realty Resources December 2006 - November 2011
University of Utah August 2010 - June 2011
O.C. Tanner July 2005 - December 2006
Matheson & Peshell, LLC August 2003 - October 2004
Skills
Microsoft Excel, Real Estate Valuation, Appraisals, Investment Properties, Commercial Real Estate, Real Estate Development, Real Estate, Valuation, Real Estate Transactions, DCF, Asset Managment, Financial Modeling, Argus Discounted Cash..., Argus Modeling, Real Estate Economics, Real Estate Investor, Pension Funds, Investment Strategies, Portfolio Management, Risk Assessment, Risk Analysis, Due Diligence, Investments, Dispositions, Contract Negotiation, Negotiation, Analysis, Acquisitions, Leases, Leadership, Public Speaking, Strategic Planning
Education
University of Utah - David Eccles School of Business 2010 — 2011
MRED, Real Estate Development
University of Utah - David Eccles School of Business 2005 — 2007
B.S., Business Finance
Salt Lake Community College 2004 — 2005
A.S., Business
Utah Retirement Systems November 2011 - Present
University of Utah January 2012 - June 2013
Salt Lake County June 2007 - June 2013
Integra Realty Resources December 2006 - November 2011
University of Utah August 2010 - June 2011
O.C. Tanner July 2005 - December 2006
Matheson & Peshell, LLC August 2003 - October 2004
Skills
Microsoft Excel, Real Estate Valuation, Appraisals, Investment Properties, Commercial Real Estate, Real Estate Development, Real Estate, Valuation, Real Estate Transactions, DCF, Asset Managment, Financial Modeling, Argus Discounted Cash..., Argus Modeling, Real Estate Economics, Real Estate Investor, Pension Funds, Investment Strategies, Portfolio Management, Risk Assessment, Risk Analysis, Due Diligence, Investments, Dispositions, Contract Negotiation, Negotiation, Analysis, Acquisitions, Leases, Leadership, Public Speaking, Strategic Planning
Education
University of Utah - David Eccles School of Business 2010 — 2011
MRED, Real Estate Development
University of Utah - David Eccles School of Business 2005 — 2007
B.S., Business Finance
Salt Lake Community College 2004 — 2005
A.S., Business
Ted Tao Cui Ted Tao Cui's Utah Retirement Systems Experience May 2008 - December 2008
Job Controller Financial Analyst at Citgo Petroleum
Industry Financial Services
Experience
CITGO Petroleum July 2013 - Present
Brightoil October 2011 - July 2013
LabCorp June 2009 - February 2011
Utah Retirement Systems May 2008 - December 2008
University Venture Fund September 2007 - December 2007
Skills
Financial Analysis, Financial Modeling, Forecasting, VBA, Excel, Risk Management, Account Reconciliation, Programming, Databases, C++, ERP, Access, Word, C, PowerPoint, SQL, Budgeting, Financial Reporting, Valuation, Outlook, Corporate Finance, Variance Analysis, Accounting, SQL Server, Windows, Visual Basic, Equities, Derivatives, Microsoft Excel, Managerial Finance, General Ledger, Mergers & Acquisitions, Auditing, Finance, Financial Accounting, Private Equity, Process Improvement, Investments, SAP, Asset Management, Portfolio Management, Analysis, Trading, Due Diligence, Sarbanes-Oxley Act, Internal Controls, Budgets
Education
University of Utah - David Eccles School of Business 2007 — 2009
M.S., Finance
University of Utah 2003 — 2006
M.S., Chemistry
University of Science and Technology of China 1998 — 2003
B.S., Material Engineering and Science
CITGO Petroleum July 2013 - Present
Brightoil October 2011 - July 2013
LabCorp June 2009 - February 2011
Utah Retirement Systems May 2008 - December 2008
University Venture Fund September 2007 - December 2007
Skills
Financial Analysis, Financial Modeling, Forecasting, VBA, Excel, Risk Management, Account Reconciliation, Programming, Databases, C++, ERP, Access, Word, C, PowerPoint, SQL, Budgeting, Financial Reporting, Valuation, Outlook, Corporate Finance, Variance Analysis, Accounting, SQL Server, Windows, Visual Basic, Equities, Derivatives, Microsoft Excel, Managerial Finance, General Ledger, Mergers & Acquisitions, Auditing, Finance, Financial Accounting, Private Equity, Process Improvement, Investments, SAP, Asset Management, Portfolio Management, Analysis, Trading, Due Diligence, Sarbanes-Oxley Act, Internal Controls, Budgets
Education
University of Utah - David Eccles School of Business 2007 — 2009
M.S., Finance
University of Utah 2003 — 2006
M.S., Chemistry
University of Science and Technology of China 1998 — 2003
B.S., Material Engineering and Science
Daniel Boster, CFP® Daniel Boster, CFP®'s Utah Retirement Systems Experience May 2015 - Present
Job Marketing Investment Advisor at Utah Retirement Systems
Industry Financial Services
Experience
Utah Retirement Systems May 2015 - Present
Utah Retirement Systems October 2013 - May 2015
Utah Retirement Systems April 2012 - October 2013
Prepared Heritage, Inc. September 2009 - October 2012
Beneficial Financial Group October 2003 - September 2009
Woodland Prescott May 2001 - October 2003
Dillards June 2000 - January 2001
Skills
Annuities, Mutual Funds, IRA's, ETFs, Fixed Annuities, Finance, IRAs, Insurance, Securities, FINRA, Sales, Investment Strategies, Risk Management
Education
Brigham Young University 1995 — 2002
Bachelor of Science, Business/Finance
Utah Retirement Systems May 2015 - Present
Utah Retirement Systems October 2013 - May 2015
Utah Retirement Systems April 2012 - October 2013
Prepared Heritage, Inc. September 2009 - October 2012
Beneficial Financial Group October 2003 - September 2009
Woodland Prescott May 2001 - October 2003
Dillards June 2000 - January 2001
Skills
Annuities, Mutual Funds, IRA's, ETFs, Fixed Annuities, Finance, IRAs, Insurance, Securities, FINRA, Sales, Investment Strategies, Risk Management
Education
Brigham Young University 1995 — 2002
Bachelor of Science, Business/Finance
Jessica Skousen Wollschleger Jessica Skousen Wollschleger's Utah Retirement Systems Experience February 2006 - September 2011
Job Homemaker at Home
Industry Government Administration
Experience
Home September 2011 - Present
Utah Retirement Systems February 2006 - September 2011
Columbia College August 2005 - April 2007
Southam Gallery January 2005 - June 2005
Brigham Young University September 2002 - August 2004
Skills
Reading Comprehension, Copy Editing, College Teaching, Organization, Microsoft Office, Art History, European History, Museum Education, History of Art, Piano Playing, Singing, Archival Research, History, Architectural History, Teaching
Education
Brigham Young University 2002 — 2004
Master of Arts (M.A.), Art History, Criticism and Conservation
Brigham Young University 1998 — 2001
Bachelor of Arts (BA), Art History, Criticism and Conservation, 3.7 GPA
Home September 2011 - Present
Utah Retirement Systems February 2006 - September 2011
Columbia College August 2005 - April 2007
Southam Gallery January 2005 - June 2005
Brigham Young University September 2002 - August 2004
Skills
Reading Comprehension, Copy Editing, College Teaching, Organization, Microsoft Office, Art History, European History, Museum Education, History of Art, Piano Playing, Singing, Archival Research, History, Architectural History, Teaching
Education
Brigham Young University 2002 — 2004
Master of Arts (M.A.), Art History, Criticism and Conservation
Brigham Young University 1998 — 2001
Bachelor of Arts (BA), Art History, Criticism and Conservation, 3.7 GPA
Jamison Stark Jamison Stark's Utah Retirement Systems Experience June 2004 - December 2005
Job Chief Financial Officer at Granite Peaks (Medical Group, Ambulatory Surgical Center, Pathology Lab)
Industry Executive Office
Experience
Granite Peaks (Medical Group, Ambulatory Surgical Center, Pathology Lab) June 2010 - Present
MyParamed May 2010 - Present
N G I - Glass December 2005 - June 2010
Utah Retirement Systems June 2004 - December 2005
Utah Retirement Systems February 2002 - June 2004
Utah Retirement Systems January 1999 - January 2002
Skills
Management, Financial Reporting, Business Development, Mergers & Acquisitions, Sales, Risk Management, Mergers, Accounting, Strategic Planning, Leadership, Finance, Employee Benefits, Strategic Financial..., Forecasting, Budgets
Education
University of Phoenix 2009 — 2011
Master of Accountancy (MAcc), Accounting
University of Phoenix 2002 — 2004
B.S., Business Administration
University of Utah 1999 — 2002
Business Administration
Granite Peaks (Medical Group, Ambulatory Surgical Center, Pathology Lab) June 2010 - Present
MyParamed May 2010 - Present
N G I - Glass December 2005 - June 2010
Utah Retirement Systems June 2004 - December 2005
Utah Retirement Systems February 2002 - June 2004
Utah Retirement Systems January 1999 - January 2002
Skills
Management, Financial Reporting, Business Development, Mergers & Acquisitions, Sales, Risk Management, Mergers, Accounting, Strategic Planning, Leadership, Finance, Employee Benefits, Strategic Financial..., Forecasting, Budgets
Education
University of Phoenix 2009 — 2011
Master of Accountancy (MAcc), Accounting
University of Phoenix 2002 — 2004
B.S., Business Administration
University of Utah 1999 — 2002
Business Administration
Michael L Wilson, CFP®, CRC® | Financial Planner Michael L Wilson, CFP®, CRC® | Financial Planner's Utah Retirement Systems Experience January 2013 - Present
Job Marketing Investment Advisor
Industry Financial Services
Experience
Utah Retirement Systems January 2013 - Present
Integrity Financial Planning June 1998 - Present
International Foundation for Retirement Education (InFRE) 2002 - 2013
National Endowment for Financial Education 2002 - 2013
Kaplan 2000 - 2012
College for Financial Planning 1996 - 1998
Invesco Ltd. 1994 - 1996
Fidelity Investments 1986 - 1994
Skills
Retirement Planning, Financial Planning, Mutual Funds, Financial Advisory, Investments, Wealth Management, Retirement, Portfolio Management, 401k, Pensions, Small Business, Investment Advisory, Public Speaking, Non-profits, Asset Management, IRA's, Writing, Securities, Estate Planning, Financial Education, Personal Finance, Wealth, Money, Annuities, Insurance, Asset Allocation, Investment Strategies, Alternative Investments, ETFs, Employee Benefits, Equities, Annuity, Bonds, Fixed Income, ERISA, Microsoft Office, Insurance Planning, Financial Planners, Strategic Financial..., Personal Financial..., Finance, Fixed Annuities, Series 7, Financial Services, Series 63, IRAs
Education
Baylor University - Hankamer School of Business 1984 — 1985
MBA
Baylor University 1979 — 1983
BA
Irving High School
Utah Retirement Systems January 2013 - Present
Integrity Financial Planning June 1998 - Present
International Foundation for Retirement Education (InFRE) 2002 - 2013
National Endowment for Financial Education 2002 - 2013
Kaplan 2000 - 2012
College for Financial Planning 1996 - 1998
Invesco Ltd. 1994 - 1996
Fidelity Investments 1986 - 1994
Skills
Retirement Planning, Financial Planning, Mutual Funds, Financial Advisory, Investments, Wealth Management, Retirement, Portfolio Management, 401k, Pensions, Small Business, Investment Advisory, Public Speaking, Non-profits, Asset Management, IRA's, Writing, Securities, Estate Planning, Financial Education, Personal Finance, Wealth, Money, Annuities, Insurance, Asset Allocation, Investment Strategies, Alternative Investments, ETFs, Employee Benefits, Equities, Annuity, Bonds, Fixed Income, ERISA, Microsoft Office, Insurance Planning, Financial Planners, Strategic Financial..., Personal Financial..., Finance, Fixed Annuities, Series 7, Financial Services, Series 63, IRAs
Education
Baylor University - Hankamer School of Business 1984 — 1985
MBA
Baylor University 1979 — 1983
BA
Irving High School
Dave Bjarnason, CFA Dave Bjarnason, CFA's Utah Retirement Systems Experience March 2010 - Present
Job
Industry Investment Management
Experience
Utah Retirement Systems March 2010 - Present
Western Investment LLC 2004 - 2009
Halpern Capital 2003 - 2003
Intel Corporation 2001 - 2001
PricewaterhouseCoopers LLC 1998 - 2000
Skills
Investments, VBA, Compliance, Portfolio Management, Securities, Risk Management, Hedge Funds, Equities, Analysis, Mutual Funds, Due Diligence, Financial Modeling, Management, Investment Management, Alternative Investments, Financial Analysis
Education
Brigham Young University
MBA, Finance
Brigham Young University
B.A., English Literature
Utah Retirement Systems March 2010 - Present
Western Investment LLC 2004 - 2009
Halpern Capital 2003 - 2003
Intel Corporation 2001 - 2001
PricewaterhouseCoopers LLC 1998 - 2000
Skills
Investments, VBA, Compliance, Portfolio Management, Securities, Risk Management, Hedge Funds, Equities, Analysis, Mutual Funds, Due Diligence, Financial Modeling, Management, Investment Management, Alternative Investments, Financial Analysis
Education
Brigham Young University
MBA, Finance
Brigham Young University
B.A., English Literature
Blake Hudson, PHR's Utah Retirement Systems Experience October 2010 - June 2011
Job Human Resources Generalist II at USANA Health Sciences
Industry Human Resources
Experience
USANA Health Sciences May 2013 - Present
SHRM December 2013 - Present
Clyde Companies, Inc. June 2011 - May 2013
Utah Retirement Systems October 2010 - June 2011
First Choice Home Health and Hospice April 2009 - October 2010
Skills
Human Resources, Training, Recruiting, Benefits Administration, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Payroll, Sales, Management, Visio, Inventory Management, InfoPath, Affirmative Action, EEO Reporting, FMLA, SharePoint, Job Analysis, Employee Benefits, New Hire Orientations, Interviews, HRIS
Education
Brigham Young University 2005 — 2010
Bachelor's of Science, Psychology
USANA Health Sciences May 2013 - Present
SHRM December 2013 - Present
Clyde Companies, Inc. June 2011 - May 2013
Utah Retirement Systems October 2010 - June 2011
First Choice Home Health and Hospice April 2009 - October 2010
Skills
Human Resources, Training, Recruiting, Benefits Administration, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Payroll, Sales, Management, Visio, Inventory Management, InfoPath, Affirmative Action, EEO Reporting, FMLA, SharePoint, Job Analysis, Employee Benefits, New Hire Orientations, Interviews, HRIS
Education
Brigham Young University 2005 — 2010
Bachelor's of Science, Psychology
Christene Bonilla Christene Bonilla's Utah Retirement Systems Experience February 2002 - Present
Job Sr. Employer Operations Support Tech
Industry Information Services
Experience
Utah Retirement Systems February 2002 - Present
Magnesium corporation of America June 2001 - December 2001
Wells Fargo Bank December 1997 - April 2001
Skills
Analysis, Microsoft Excel, Program Management, Project Management, Risk Management, Microsoft Office, Training, Data Analysis, Financial Analysis, Leadership, Process Improvement, Management
Education
Salt Lake Community College 1996 — 1997
Office Technician Certification, Office Support
Salt Lake Community College 1993 — 1994
Maintenance Tech
Utah Industrialization Opportunity Center 1991 — 1992
Office Support Technician, General Office Occupations and Clerical Services
Utah Retirement Systems February 2002 - Present
Magnesium corporation of America June 2001 - December 2001
Wells Fargo Bank December 1997 - April 2001
Skills
Analysis, Microsoft Excel, Program Management, Project Management, Risk Management, Microsoft Office, Training, Data Analysis, Financial Analysis, Leadership, Process Improvement, Management
Education
Salt Lake Community College 1996 — 1997
Office Technician Certification, Office Support
Salt Lake Community College 1993 — 1994
Maintenance Tech
Utah Industrialization Opportunity Center 1991 — 1992
Office Support Technician, General Office Occupations and Clerical Services
Bryan Summers, CFA Bryan Summers, CFA's Utah Retirement Systems Experience March 2015 - Present
Job Senior Investment Analyst
Industry Investment Management
Experience
Utah Retirement Systems March 2015 - Present
Callan Associates December 2009 - March 2015
UDR July 2009 - November 2009
Deloitte and Touche June 2007 - June 2009
US Air Force August 2002 - August 2006
Skills
Portfolio Management, Financial Modeling, Equities, Finance, Valuation, Risk Management, Alternative Investments, Asset Management, Financial Analysis, Tax, Asset Managment, Investments, Mutual Funds, Negotiation, Insurance, Investment Strategies, Private Equity, Hedge Funds
Education
University of Utah 2006 — 2007
MS, Finance
United States Air Force Academy 1996 — 2002
BS, Economics
Utah Retirement Systems March 2015 - Present
Callan Associates December 2009 - March 2015
UDR July 2009 - November 2009
Deloitte and Touche June 2007 - June 2009
US Air Force August 2002 - August 2006
Skills
Portfolio Management, Financial Modeling, Equities, Finance, Valuation, Risk Management, Alternative Investments, Asset Management, Financial Analysis, Tax, Asset Managment, Investments, Mutual Funds, Negotiation, Insurance, Investment Strategies, Private Equity, Hedge Funds
Education
University of Utah 2006 — 2007
MS, Finance
United States Air Force Academy 1996 — 2002
BS, Economics
Sean Williford, EA, MAcc Sean Williford, EA, MAcc's Utah Retirement Systems Experience November 2005 - December 2013
Job Accountant at Utah State Finance
Industry Financial Services
Experience
State of Utah July 2015 - Present
Wasatch Tax & Financial Advisory, LLC January 2001 - Present
SB White, PC October 2014 - June 2015
The Accounting Guys, LLC December 2013 - September 2014
Minchow & Co., PLLC December 2010 - December 2013
Utah Retirement Systems November 2005 - December 2013
Wolff Minchow & Company, LLP September 2006 - December 2010
United Parcel Service 1998 - 2006
Jean Massieu School of the Deaf 2002 - 2005
Skills
Tax, Strategic Financial..., Investments, Financial Analysis, Tax Preparation, Financial Statements, Asset Management, Financial Reporting, Due Diligence, Accounting, Financial Accounting, Auditing, Financial Modeling, Analysis, Forecasting, Financial Planning, Management, Finance
Education
University of Phoenix 2009 — 2010
Master's of Science
University of Phoenix 2006 — 2009
Bachelor's of Science, Business Accounting
University of Utah 1994 — 1997
Associate's degree
Intermountain Christian School
State of Utah July 2015 - Present
Wasatch Tax & Financial Advisory, LLC January 2001 - Present
SB White, PC October 2014 - June 2015
The Accounting Guys, LLC December 2013 - September 2014
Minchow & Co., PLLC December 2010 - December 2013
Utah Retirement Systems November 2005 - December 2013
Wolff Minchow & Company, LLP September 2006 - December 2010
United Parcel Service 1998 - 2006
Jean Massieu School of the Deaf 2002 - 2005
Skills
Tax, Strategic Financial..., Investments, Financial Analysis, Tax Preparation, Financial Statements, Asset Management, Financial Reporting, Due Diligence, Accounting, Financial Accounting, Auditing, Financial Modeling, Analysis, Forecasting, Financial Planning, Management, Finance
Education
University of Phoenix 2009 — 2010
Master's of Science
University of Phoenix 2006 — 2009
Bachelor's of Science, Business Accounting
University of Utah 1994 — 1997
Associate's degree
Intermountain Christian School
Adrian Lawrence's Utah Retirement Systems Experience July 2010 - Present
Job Information Security Specialist at Utah Retirement Systems, CISSP
Industry Information Technology and Services
Experience
Utah Retirement Systems July 2010 - Present
Utah Retirement Systems May 2007 - July 2010
PEHP May 1999 - May 2007
Skills
Excel, Microsoft Office, PowerPoint, Troubleshooting, Access, Databases, Analysis, Training, Project Management, Customer Service, Management, Microsoft Word, Risk Management, Data Analysis, Process Improvement, Sales, Information Security
Education
University of Utah - David Eccles School of Business 2007 — 2011
BS, Business Management
Salt Lake Community College 2004 — 2007
AA, Business
I.T.T. 1992 — 1994
AAS, Electrical Engineering
Utah Retirement Systems July 2010 - Present
Utah Retirement Systems May 2007 - July 2010
PEHP May 1999 - May 2007
Skills
Excel, Microsoft Office, PowerPoint, Troubleshooting, Access, Databases, Analysis, Training, Project Management, Customer Service, Management, Microsoft Word, Risk Management, Data Analysis, Process Improvement, Sales, Information Security
Education
University of Utah - David Eccles School of Business 2007 — 2011
BS, Business Management
Salt Lake Community College 2004 — 2007
AA, Business
I.T.T. 1992 — 1994
AAS, Electrical Engineering
Sheila Lai, CFA's Utah Retirement Systems Experience March 2015 - Present
Job Sr. Investment Analyst at Utah Retirement Systems
Industry Investment Management
Experience
Utah Retirement Systems March 2015 - Present
Utah State University June 2011 - March 2015
Utah State University June 2011 - March 2015
Deseret Mutual May 2008 - May 2011
Skills
Equities, Financial Analysis, Financial Modeling, Microsoft Excel, Data Analysis, Accounting, Research, PowerPoint, Analysis, Finance, Budget, Valuation, Statistics, Microsoft Office, Economics
Education
Utah State University 2004 — 2008
Doctor of Philosophy (Ph.D.), Economics
Southwestern University of Finance and Economics 2000 — 2004
BA, Finance
Utah Retirement Systems March 2015 - Present
Utah State University June 2011 - March 2015
Utah State University June 2011 - March 2015
Deseret Mutual May 2008 - May 2011
Skills
Equities, Financial Analysis, Financial Modeling, Microsoft Excel, Data Analysis, Accounting, Research, PowerPoint, Analysis, Finance, Budget, Valuation, Statistics, Microsoft Office, Economics
Education
Utah State University 2004 — 2008
Doctor of Philosophy (Ph.D.), Economics
Southwestern University of Finance and Economics 2000 — 2004
BA, Finance
Scott Clayton's Utah Retirement Systems Experience February 2012 - Present
Job Investment Operations at Utah Retirement Systems
Industry Financial Services
Experience
Utah Retirement Systems February 2012 - Present
Goldman Sachs May 2004 - February 2012
Skills
Hedge Funds, Equities, Financial Modeling, Asset Managment, Fixed Income, Alternative Investments, Derivatives, Securities, Asset Management, Bloomberg, Mutual Funds, Valuation, Capital Markets, Investment Banking
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2007
MBA
University of Utah 1999 — 2003
Bachelor of Arts (BA), Japanese Language and Literature
University of Utah 1999 — 2003
Bachelor of Science (B.S.), Economics
Utah Retirement Systems February 2012 - Present
Goldman Sachs May 2004 - February 2012
Skills
Hedge Funds, Equities, Financial Modeling, Asset Managment, Fixed Income, Alternative Investments, Derivatives, Securities, Asset Management, Bloomberg, Mutual Funds, Valuation, Capital Markets, Investment Banking
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2007
MBA
University of Utah 1999 — 2003
Bachelor of Arts (BA), Japanese Language and Literature
University of Utah 1999 — 2003
Bachelor of Science (B.S.), Economics
Chad Rosamond's Utah Retirement Systems Experience June 2006 - June 2008
Job VP Market Risk Reporting at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities January 2012 - Present
Arrowhawk Capital Partners August 2008 - January 2012
University of Utah August 2008 - July 2009
Utah Retirement Systems June 2006 - June 2008
Skills
Market Risk, Hedge Funds, Financial Risk, Asset Managment, Bloomberg, Derivatives, Equities, Financial Modeling, Fixed Income, Risk Management, Alternative Investments, Asset Management, Portfolio Management
Education
University of Utah - David Eccles School of Business 2006 — 2008
MStat, Statistics
University of Utah 2004 — 2006
BS, Mathematics/Statistics
The University of Georgia 1998 — 2000
Wells Fargo Securities January 2012 - Present
Arrowhawk Capital Partners August 2008 - January 2012
University of Utah August 2008 - July 2009
Utah Retirement Systems June 2006 - June 2008
Skills
Market Risk, Hedge Funds, Financial Risk, Asset Managment, Bloomberg, Derivatives, Equities, Financial Modeling, Fixed Income, Risk Management, Alternative Investments, Asset Management, Portfolio Management
Education
University of Utah - David Eccles School of Business 2006 — 2008
MStat, Statistics
University of Utah 2004 — 2006
BS, Mathematics/Statistics
The University of Georgia 1998 — 2000
Cory Hahn's Utah Retirement Systems Experience October 2002 - Present
Job Defined Contribution Plans Manager at Utah Retirement Systems
Industry Financial Services
Experience
Utah Retirement Systems October 2002 - Present
AXA Advisors April 2000 - April 2003
Circuit City August 1992 - April 2000
Century 21- Sierra Gold Real Estate April 1985 - August 1992
Skills
Investments, Asset Managment, Roth IRA, Financial Advisory, Financial Analysis, Series 7, Defined Contribution, Strategic Financial..., Estate Planning, Risk Management, Accounting, Financial Reporting, Due Diligence, Analysis, Microsoft Excel, Credit, Asset Management, Mutual Funds, Portfolio Management, Financial Planning, Management, Real Estate, Securities, Strategic Planning
Education
University of Utah - David Eccles School of Business 2006 — 2008
MBA, MBA
California State University Stanislaus 1982 — 1989
BS, Finance
Utah Retirement Systems October 2002 - Present
AXA Advisors April 2000 - April 2003
Circuit City August 1992 - April 2000
Century 21- Sierra Gold Real Estate April 1985 - August 1992
Skills
Investments, Asset Managment, Roth IRA, Financial Advisory, Financial Analysis, Series 7, Defined Contribution, Strategic Financial..., Estate Planning, Risk Management, Accounting, Financial Reporting, Due Diligence, Analysis, Microsoft Excel, Credit, Asset Management, Mutual Funds, Portfolio Management, Financial Planning, Management, Real Estate, Securities, Strategic Planning
Education
University of Utah - David Eccles School of Business 2006 — 2008
MBA, MBA
California State University Stanislaus 1982 — 1989
BS, Finance
James Hammer's Utah Retirement Systems Experience Account Analyst ManagerUtah Retirement Systems2006 - 2011
Job Compliance Manager at Utah Retirement Systems
Industry Government Administration
Experience
Utah Retirement Systems Account Analyst ManagerUtah Retirement Systems2006 - 2011
Pacific Life 2003 - 2006
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2006
MBA
University of Utah 1992 — 2000
Utah Retirement Systems Account Analyst ManagerUtah Retirement Systems2006 - 2011
Pacific Life 2003 - 2006
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2006
MBA
University of Utah 1992 — 2000
Mathew Harper's Utah Retirement Systems Experience February 2007 - June 2009
Job Financial Institution Examiner at FDIC
Industry Banking
Experience
FDIC June 2009 - Present
Utah Retirement Systems February 2007 - June 2009
Clarke American December 2003 - February 2007
Skills
Financial Analysis, Credit, Banking, Risk Management, Credit Analysis, Loans, Portfolio Management, Credit Risk, Commercial Banking, Commercial Lending, Financial Institutions, Financial Risk, Asset Management, Financial Modeling, Accounting, Customer Service, Analysis, Finance, Leadership, Investments, Strategic Financial..., Microsoft Excel
Education
University of Utah - David Eccles School of Business 2007 — 2009
BS of Finance
Salt Lake Community College 2004 — 2006
Associate's degree
FDIC June 2009 - Present
Utah Retirement Systems February 2007 - June 2009
Clarke American December 2003 - February 2007
Skills
Financial Analysis, Credit, Banking, Risk Management, Credit Analysis, Loans, Portfolio Management, Credit Risk, Commercial Banking, Commercial Lending, Financial Institutions, Financial Risk, Asset Management, Financial Modeling, Accounting, Customer Service, Analysis, Finance, Leadership, Investments, Strategic Financial..., Microsoft Excel
Education
University of Utah - David Eccles School of Business 2007 — 2009
BS of Finance
Salt Lake Community College 2004 — 2006
Associate's degree
James James's Utah Retirement Systems Experience July 2009 - November 2014
Job Principal of Real Asset Strategies at Gladius Capital Management LP
Industry Investment Management
Experience
Gladius Capital Management LP March 2015 - Present
Utah Retirement Systems July 2009 - November 2014
Quellos Group, LLC 2005 - 2007
BlackRock Alternative Advisors 2005 - 2007
Education
Brigham Young University
BS, Physics
Gladius Capital Management LP March 2015 - Present
Utah Retirement Systems July 2009 - November 2014
Quellos Group, LLC 2005 - 2007
BlackRock Alternative Advisors 2005 - 2007
Education
Brigham Young University
BS, Physics
Laura Houston's Utah Retirement Systems Experience July 2014 - Present
Job Board of Trustees at Utah Retirement Systems
Industry Banking
Experience
Utah Retirement Systems July 2014 - Present
Consulting November 2013 - Present
Wells Fargo Bank August 2004 - November 2012
American Heart Association 2002 - 2011
U S Bank June 2002 - August 2004
KeyCorp January 1991 - December 2002
U S Bank/Predecessor Companies 1979 - 1991
Skills
Wealth Management, Financial Services, Asset Managment, Risk Management, High Net Worth..., Sales Management, Cross-functional Team..., Team Leadership, P&L Responsibility, Strategic Planning, Fiduciary Management, Fiduciary Services, Investment Management, Institutional Sales, Strategy, Asset Management, Estate Planning, Leadership, Private Banking, Strategic Financial..., Finance, Financial Planning
Education
Boise State University
Wharton School of Business, Certified Employee Benefits Specialist
Utah Retirement Systems July 2014 - Present
Consulting November 2013 - Present
Wells Fargo Bank August 2004 - November 2012
American Heart Association 2002 - 2011
U S Bank June 2002 - August 2004
KeyCorp January 1991 - December 2002
U S Bank/Predecessor Companies 1979 - 1991
Skills
Wealth Management, Financial Services, Asset Managment, Risk Management, High Net Worth..., Sales Management, Cross-functional Team..., Team Leadership, P&L Responsibility, Strategic Planning, Fiduciary Management, Fiduciary Services, Investment Management, Institutional Sales, Strategy, Asset Management, Estate Planning, Leadership, Private Banking, Strategic Financial..., Finance, Financial Planning
Education
Boise State University
Wharton School of Business, Certified Employee Benefits Specialist
Erika Madsen's Utah Retirement Systems Experience March 2010 - August 2011
Job Health and Wellness
Industry Alternative Medicine
Experience
Young Living Essential Oils July 2014 - Present
Family Pharmacy August 2011 - January 2013
Utah Retirement Systems March 2010 - August 2011
Wal-Mart December 2006 - August 2010
Huntsman Cancer Institute 2009 - 2009
Skills
National Pharmacy..., National Phlebotomy..., Nutrition, Customer Service, Data Analysis, Healthcare, Pharmacueticals, Pharmacy, Public Health
Education
Southern Utah University 2011 — 2012
Bachelor of Science (B.S.), Human Nutrition
Utah Valley University 2008 — 2009
B.S., Public and Community Health
Southern Utah University 2006 — 2008
A.S., Nutrition
Young Living Essential Oils July 2014 - Present
Family Pharmacy August 2011 - January 2013
Utah Retirement Systems March 2010 - August 2011
Wal-Mart December 2006 - August 2010
Huntsman Cancer Institute 2009 - 2009
Skills
National Pharmacy..., National Phlebotomy..., Nutrition, Customer Service, Data Analysis, Healthcare, Pharmacueticals, Pharmacy, Public Health
Education
Southern Utah University 2011 — 2012
Bachelor of Science (B.S.), Human Nutrition
Utah Valley University 2008 — 2009
B.S., Public and Community Health
Southern Utah University 2006 — 2008
A.S., Nutrition
Laura Lincoln's Utah Retirement Systems Experience May 2008 - Present
Job Investment Analyst at Utah Retirement Systems
Industry Investment Management
Experience
Utah Retirement Systems May 2008 - Present
Utah Microenterprise Loan Fund 2005 - 2006
Skills
Asset Management, Hedge Funds
Education
University of Utah 2006 — 2008
MBA, Finance
Colgate University 1995 — 1999
B.A.
Utah Retirement Systems May 2008 - Present
Utah Microenterprise Loan Fund 2005 - 2006
Skills
Asset Management, Hedge Funds
Education
University of Utah 2006 — 2008
MBA, Finance
Colgate University 1995 — 1999
B.A.
Trevor Cottam's Utah Retirement Systems Experience June 2007 - February 2009
Job Strategic Operations Manager at Intermountain Healthcare
Industry Hospital & Health Care
Experience
Intermountain Healthcare February 2015 - Present
Intermountain Healthcare July 2012 - January 2015
Intermountain Healthcare February 2009 - July 2012
Utah Retirement Systems June 2007 - February 2009
Sandy Counseling Centers June 2004 - June 2007
Skills
Revenue Cycle, Healthcare, Hospitals, Process Improvement, Data Analysis, CPT, Performance Improvement, Access, Analytics, Project Management, Visio, Analysis, Financial Analysis, Budgets, Quality Assurance, Change Management, Strategic Planning, Finance, Team Building, Healthcare Management, Leadership, HIPAA
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA)
University of Utah 2008 — 2009
Bachelor of Science, Economics & Business
Intermountain Healthcare February 2015 - Present
Intermountain Healthcare July 2012 - January 2015
Intermountain Healthcare February 2009 - July 2012
Utah Retirement Systems June 2007 - February 2009
Sandy Counseling Centers June 2004 - June 2007
Skills
Revenue Cycle, Healthcare, Hospitals, Process Improvement, Data Analysis, CPT, Performance Improvement, Access, Analytics, Project Management, Visio, Analysis, Financial Analysis, Budgets, Quality Assurance, Change Management, Strategic Planning, Finance, Team Building, Healthcare Management, Leadership, HIPAA
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA)
University of Utah 2008 — 2009
Bachelor of Science, Economics & Business
Nick Milovich's Utah Retirement Systems Experience March 2011 - Present
Job Senior Accountant at Utah Retirement Systems
Industry Accounting
Experience
Utah Retirement Systems March 2011 - Present
Price Mine Service August 2009 - June 2010
Joseph Eve March 2007 - July 2009
Salt Lake County May 2003 - March 2007
Skills
Accounting, Internal Controls, Auditing, Financial Statements, Financial Accounting, Financial Reporting, GAAP, Financial Analysis, CPA, Finance
Education
Utah State University - Jon M. Huntsman School of Business 2004 — 2006
Master, Business Administration
Strome College of Business 1989 — 1991
Bachelor, Business Administration
Utah Retirement Systems March 2011 - Present
Price Mine Service August 2009 - June 2010
Joseph Eve March 2007 - July 2009
Salt Lake County May 2003 - March 2007
Skills
Accounting, Internal Controls, Auditing, Financial Statements, Financial Accounting, Financial Reporting, GAAP, Financial Analysis, CPA, Finance
Education
Utah State University - Jon M. Huntsman School of Business 2004 — 2006
Master, Business Administration
Strome College of Business 1989 — 1991
Bachelor, Business Administration
Reed Gunderson's Utah Retirement Systems Experience 1964 - 1995
Job Retired at .
Industry Executive Office
Experience
. January 1995 - Present
Retired 1964 - 1995
Utah Retirement Systems 1964 - 1995
Education
Brigham Young University 1952 — 1960
Bachelor of Science (BS), Accounting
. January 1995 - Present
Retired 1964 - 1995
Utah Retirement Systems 1964 - 1995
Education
Brigham Young University 1952 — 1960
Bachelor of Science (BS), Accounting