Verus Investments

Description

Address: 2321 Rosecrans Ave # 2250, El Segundo, CA 90245 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (310) 297-1777: Website: Place name: : : Category: Hours: : : : Website: https://www.verusinvestments.com/ Category: Financial Planner 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. · Own this business?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 Verus Posting publicly on the Web Write a review Reviews Be the first to review

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Verus Investments Employees

Employee
Years
Job
Industry
Zoey(Xuyu) Yan Zoey(Xuyu) Yan Seattle, Washington Details
Zoey(Xuyu) Yan's Verus Investments Experience January 2015 - Present
Job Risk Analyst at Wurts & Associates
Industry Financial Services
Experience
Verus Investments   January 2015 - Present
FEV Analytics   January 2014 - December 2014
FEV Analytics   July 2013 - December 2013

Skills
R, Matlab, VBA, SQL, Statistics, Quantitative Analytics, Microsoft Excel, Data Analysis, Statistical Modeling, Programming, C++, Financial Modeling, Quantitative Finance, Economics, Risk Management

Education
University of Washington   2012 — 2013
Master of Science (M.S.), Computational Finance and Risk Management

Harbin Institute of Technology   2002 — 2012
Bachelor of Engineering (B.E.), Measurement, Control Technique, and Instruments; Coursework in Finance

Gunnar Ildhuso Gunnar Ildhuso Greater Seattle Area Details
Gunnar Ildhuso's Verus Investments Experience June 2015 - Present
Job Analyst at Verus Investments
Industry Financial Services
Experience
Verus Investments   June 2015 - Present
Russell Investments  February 2015 - June 2015
Gun-Mar F/V   May 2012 - August 2014
Harvey & Company LLC  February 2014 - May 2014

Skills
Teamwork, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Social Media, Communication, Marketing, Event Planning, Public Speaking, Leadership

Education
Chapman University, The George L. Argyros School of Business and Economics   2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General

Colton Loder Colton Loder Greater Seattle Area Details
Colton Loder's Verus Investments Experience July 2014 - Present
Job Senior Portfolio Manager at Verus Investments
Industry Financial Services
Experience
Verus Investments   July 2014 - Present
Russell Investments  June 2010 - June 2014
Goldman Sachs  August 2009 - June 2010
Goldman Sachs  June 2007 - August 2009
Nu Skin Enterprises  June 2005 - June 2007
Nu Skin Enterprises  September 2004 - June 2005
Panhandle Outfitters Inc.   June 1999 - August 2001

Skills
Investment Management, International Business..., Hedge Funds, Alternative Investments, Capital Markets, Korean, Emerging Markets, Due Diligence, Bloomberg, Asset Allocation, Capital Allocation, Equities, FX, Corporate Finance, Market Risk, Credit Risk, Liquidity Risk, Operational Risk, Behavioral Finance, Asset Management, Institutional Investing, Japanese, East Asian Studies, Recruiting, Voice Acting, Creative Writing, Real Estate, Fly Fishing, Tennis, Leadership, Public Speaking, Patents, Financial Modeling, Fund Of Funds, Mutual Funds, Investment Banking, RiskMetrics, BarraOne, SQL

Education
Thunderbird School of Global Management   2008 — 2009
MBA, Global Management, 3.96 / 4.00 GPA

Brigham Young University   2001 — 2007
BS, Management: International Finance / Minor - Asian Studies, 3.96 / 4.00 GPA

Freeman High School   1997 — 2001
4.00 / 4.00 GPA

Samuel Hodge Samuel Hodge Seattle, Washington Details
Samuel Hodge's Verus Investments Experience October 2014 - Present
Job Analyst at Verus Investments
Industry Financial Services
Experience
Verus Investments   October 2014 - Present
Russell Investments  December 2013 - February 2014
Pacific Lutheran University  September 2012 - December 2013
BNY Mellon  July 2013 - November 2013

Skills
Time Management, Event Planning, Research, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Customer Service, Teamwork, Leadership, Critical Thinking, Public Speaking, Data Analysis, Financial Analysis

Education
Pacific Lutheran University   2010 — 2014
Bachelor's Degree, Business-Finance

David Petrisor David Petrisor Medina, Washington Details
David Petrisor's Verus Investments Experience August 2015 - Present
Job Portfolio Research Analyst Intern at Verus Investments
Industry Financial Services
Experience
Verus Investments   August 2015 - Present
Amazon  March 2014 - September 2014
Cornell's Quality Construction   February 2013 - March 2014
Cornell's Quality Construction   September 2011 - February 2013

Skills
Financial Analysis, Project Management, Finance, Leadership, Equities, Corporate Finance, Financial Modeling, Analysis, Microsoft Excel, Marketing, Fundraising, Event Planning, Time Management, Analytics, Social Networking

Education
University of Washington   2012 — 2015
Bachelor of Business Administration (BBA), Finance & Accounting

Bellevue Community College   2010 — 2012
Associate of Arts and Sciences (A.A.S.)

Annika Westre Annika Westre Seattle, Washington Details
Annika Westre's Verus Investments Experience January 2015 - Present
Job Research Analyst, Verus
Industry Financial Services
Experience
Verus Investments   January 2015 - Present
Boston University School of Management  September 2013 - December 2014
Verus Investments   June 2014 - August 2014
Hart Capital Management   June 2013 - August 2013
Whitworth University  May 2012 - May 2013

Skills
Customer Service, Research, Microsoft Office, Public Speaking, Social Media, Editing, Microsoft Word, PowerPoint, Ap Style, Microsoft Excel, Community Development, Community Outreach, Higher Education, Economics, Leadership, Management, Policy, Training

Education
Boston University - Graduate School of Management   2013 — 2015
Master of Science (MS), Mathematical Finance

Whitworth University   2009 — 2013
Bachelor of Arts (B.A.), Mathematics, Mathematical Economics (BA)

Dylan Salay Dylan Salay Spokane, Washington Details
Dylan Salay's Verus Investments Experience April 2015 - Present
Job Analyst at Verus Investments
Industry Financial Services
Experience
Verus Investments   April 2015 - Present
Signia Capital Management  October 2014 - December 2014
Anthony's Restaurants  September 2014 - December 2014
The Ride Guys   December 2012 - January 2014
Dickman & Co PC   January 2007 - May 2010

Skills
Time Management, Teamwork, Microsoft Excel, Data Analysis, Communication, Problem Solving, Highly Responsible, Organization, Microsoft Office, Team Leadership, Social Networking, Microsoft Word, PowerPoint, Financial Analysis, Thomson One Analytics

Education
Gonzaga University - School of Business Administration   2010 — 2014
Bachelor of Business Administration (B.B.A.), Economics & Finance

Sinagua High School   2006 — 2010

Shelly Heier Shelly Heier Greater Seattle Area Details
Shelly Heier's Verus Investments Experience July 2000 - Present
Job President & COO, Senior Consultant, Verus Endowment & Foundations / NonProfit Specialist
Industry Investment Management
Experience
Verus Investments   July 2000 - Present
J. Duncan & Associates   June 1998 - July 2000

Skills
Portfolio Management, Investments, Asset Allocation, Strategy, Strategic Financial..., Management, Economics, Hedge Funds, Financial Modeling, Investment Management, Pensions, Market Research, Asset Managment, Investment Advisory, Business Strategy, Alternative Investments, Equities, High Net Worth..., Finance, Financial Planners, Financial Analysis, Leadership, Asset Management, Financial Advisory, Investment Strategies

Education
University of Puget Sound   1994 — 1998
BA, Finance & Economics

Matthew Mogan Matthew Mogan Boston, Massachusetts Details
Matthew Mogan's Verus Investments Experience June 2012 - August 2012
Job Analyst at CMA Strategy Consulting
Industry Management Consulting
Experience
CMA Strategy Consulting   May 2015 - Present
Brown Club of Boston – Young Alumni Committee   September 2013 - Present
Cambridge Associates  July 2013 - April 2015
Brown Investment Group  December 2011 - December 2013
Verus Investments   June 2012 - August 2012
University of Washington  June 2011 - August 2012

Skills
Statistics, Financial Analysis, Matlab, Microsoft Office, Mathematics, Econometrics, Visual Basic, R, Accounting, Public Speaking

Education
Brown University   2009 — 2013
Bachelor of Science (B.Sc.), Applied Mathematics-Economics

Philip Schmitt CIMA® Philip Schmitt CIMA® Greater Seattle Area Details
Philip Schmitt CIMA®'s Verus Investments Experience November 2013 - Present
Job Sr. Research Analyst at Verus Investments
Industry Financial Services
Experience
Verus Investments   November 2013 - Present
Confluence Wealth Management  August 2011 - April 2013
Nike  January 2007 - August 2011
Cisco  July 2005 - January 2007
UBS  January 2003 - July 2005

Skills
Bloomberg, Reuters, Investments, Investment Strategies, Portfolio Management, Fixed Income, Wealth Management, Asset Allocation, Trading, Financial Advisory, Asset Management, Investment Management, Bonds, Financial Services, Capital Markets

Education
University of Portland   2001 — 2003
MBA, Business

Portland State University   1994 — 1997
BS, Economics

Thomas Winkler, CAIA, MBA Thomas Winkler, CAIA, MBA Greater Seattle Area Details
Thomas Winkler, CAIA, MBA's Verus Investments Experience October 2011 - Present
Job Senior Consulting Associate at Verus
Industry Financial Services
Experience
Verus Investments   October 2011 - Present
Wurts & Associates  June 2010 - September 2011
City and County of Honolulu  April 2008 - June 2010
John Hancock Life Insurance Company (U.S.A.)   July 2007 - April 2008
Clear Blue Hawaii   January 2007 - May 2007

Skills
Investments, Equities, Asset Allocation, Alternative Investments, Mutual Funds, Research, Fixed Income, Retirement Planning, Marketing

Education
Hawaii Pacific University   2007 — 2009
Masters of Business Administration (MBA) With Distinction, Concentration; International Strategic Management and Finance

University of Hawaii at Manoa   2004 — 2007
BA, Economics

Universität Konstanz   2002 — 2004
Economics

Trevor Parmelee Trevor Parmelee Greater Seattle Area Details
Trevor Parmelee's Verus Investments Experience October 2014 - Present
Job Research Analyst at Verus
Industry Financial Services
Experience
Verus Investments   October 2014 - Present
Verus Investments   March 2012 - September 2014

Skills
Market Research, Due Diligence, Finance, Risk Management, SPSS, Business Analysis, Competitive Analysis, Economics, Project Management, Business Development, Analytics, Business Strategy, Statistics, Bloomberg

Education
Arizona State University, W. P. Carey School of Business   2007 — 2011
Bachelor of Science (BS), Finance

ECHS

Griffin Phillips Griffin Phillips Seattle, Washington Details
Griffin Phillips's Verus Investments Experience June 2013 - June 2015
Job Senior Manager eCommerce at AT&T
Industry Telecommunications
Experience
AT&T  June 2015 - Present
Verus Investments   June 2013 - June 2015
Verus Investments   June 2012 - May 2013
Sushi Zen  August 2011 - September 2012
The UPS Store  October 2008 - January 2012

Skills
Customer Service, Data Analysis, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Research, Microsoft Word, Teamwork, Financial Modeling, Public Speaking, Social Media

Education
University of Washington, Michael G. Foster School of Business   2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Operations & Supply Chain Management

Cascadia Community College   2009 — 2011
Associate of Arts (A.A.), Business Administration

Brent Nelson Brent Nelson Greater Seattle Area Details
Brent Nelson's Verus Investments Experience 2003 - Present
Job Managing Director, Senior Consultant at Verus Investments
Industry Investment Management
Experience
Verus Investments   2003 - Present

Skills
Asset Allocation, Hedge Funds, Defined Contribution, Investment Management, Business Strategy, Alternative Investments, Research, Series 7, Portfolio Management, Equities, Investments, Asset Management, Investment Strategies, Mutual Funds, Private Equity, Options Strategies

Education
University of Montana

Katie Rendler Katie Rendler El Segundo, California Details
Katie Rendler's Verus Investments Experience October 2009 - Present
Job Associate Director of Human Resources at Verus
Industry Investment Management
Experience
Verus Investments   October 2009 - Present
AppleOne  May 2008 - August 2009

Skills
Human Resources, Recruiting, Applicant Tracking..., Payroll, Onboarding

Education
UCSB   2003 — 2007
Bachelor of Arts (B.A.), Sociology

Thomas Garrett, CAIA Thomas Garrett, CAIA Greater Seattle Area Details
Thomas Garrett, CAIA's Verus Investments Experience March 2013 - Present
Job Research Analyst, Verus
Industry Financial Services
Experience
Verus Investments   March 2013 - Present
AIL - Altig   October 2008 - March 2013
Century 21  July 2005 - October 2005

Skills
Sales Management, Management, Microsoft Excel, Sales, Business Development, Financial Analysis, Insurance, Contract Negotiation, Access, Time Management, Recruiting, Training, Great Plains Software, Customer Service, Accounts Payable, Cold Calling, Marketing, Customer Satisfaction, Sales Operations, Vendor Management, Event Planning, Sales Recruitment, Sales Support, Executive Communications, Excel, Visio, Quantitative Analytics, Department Budgeting, Sales Compensation, Microsoft Dynamics

Education
Seattle University   2010 — 2013
MBA

University of Washington, Michael G. Foster School of Business   2007 — 2008
BA, Finance & Marketing

Annie (Granahan) Taylor, CFA Annie (Granahan) Taylor, CFA Greater Los Angeles Area Details
Annie (Granahan) Taylor, CFA's Verus Investments Experience July 2003 - Present
Job Managing Director, Senior Consultant at Verus
Industry Investment Management
Experience
Verus Investments   July 2003 - Present

Education
Central Washington University   1999 — 2003

Tawnya Martin, PHR, SHRM-CP Tawnya Martin, PHR, SHRM-CP Greater Seattle Area Details
Tawnya Martin, PHR, SHRM-CP's Verus Investments Experience January 2011 - Present
Job Associate Director of Human Resources at Verus
Industry Investment Management
Experience
Verus Investments   January 2011 - Present
Cascade Bank  June 2010 - January 2011
Wurts & Associates  February 2008 - May 2010
Wurts & Associates  March 2007 - February 2008
Asbury Enterprises   September 2006 - February 2007
Wurts & Associates  September 2005 - September 2006

Skills
Benefits Administration, Employee Relations, Employee Benefits, Onboarding, Employee Recognition, New Hire Orientations, FMLA, HRIS, Human Resources, Recruiting, Compensation & Benefit, Exit Interviews, Employment Law, Employee Training, Employee Turnover, Job Descriptions, Performance Appraisal, Employee Handbooks, Employee Surveys, FLSA

Education
Walden University   2007 — 2009
Bachelor of Science (B.S.), Business Administration/Human Resources

San Jacinto College   2000 — 2003
Associate of Arts (A.A.), Psychology

Louis Kleist Louis Kleist Seattle, Washington Details
Louis Kleist's Verus Investments Experience January 2015 - Present
Job Senior Research Analyst at Verus Investments
Industry Financial Services
Experience
Verus Investments   January 2015 - Present
UBS Wealth Management  February 2009 - December 2014
UBS  2005 - December 2014

Skills
Alternative Investments, Hedge Funds, Wealth Management, Equities, Series 7, Asset Allocation, Asset Management, Investments, Investment Strategies, Private Equity, Securities, Fund Of Funds

Education
NYU Stern School of Business   2011 — 2013
Master of Business Administration, Concentrations: Finance, Management

Gonzaga University   2001 — 2005
Bachelor of Business Administration (BBA), Finance

Brian Kwan, CFA Brian Kwan, CFA Greater Los Angeles Area Details
Brian Kwan, CFA's Verus Investments Experience 2013 - Present
Job Senior Consulting Associate at Verus Investments
Industry Investment Management
Experience
Verus Investments   2013 - Present
William O'Neil + Co.   2010 - 2013
William O'Neil + Co. Inc.   2008 - 2010
William O'Neil + Co.   2005 - 2008

Skills
Portfolio Management, Investment Strategies, Asset Allocation, Capital Markets, Equities, Fixed Income, Alternative Investments, Derivatives, Economics, Risk Management, Financial Analysis, Financial Modeling, Corporate Finance, Strategy, Valuation

Education
University of Southern California - Marshall School of Business   2014 — 2017
Master of Business Administration (M.B.A.)

California State University-Long Beach   2001 — 2005
Bachelor of Science (B.S.), Finance