WHV Investment Management, Inc.

Industry: Company

Description

Founded: 1937 Parent organization: Laird Norton Financial Group, Inc. Subsidiary: Rivington Global Partners, LLC

WHV Investment Management, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at WHV Investment Management, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

WHV Investment Management, Inc. Salaries. You can even request information on how much does WHV Investment Management, Inc. pay if you want to. Learn about salaries, pros and cons of working for WHV Investment Management, Inc. directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

26 WHV Investment Management, Inc. employees in database. Find out everything there's to know about WHV Investment Management, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

WHV Investment Management, Inc. Employees

Employee
Years
Job
Industry
Ashley Biernier Ashley Biernier San Francisco, California Details
Ashley Biernier's WHV Investment Management, Inc. Experience August 2011 - January 2014
Job Emerging Markets & International Small Cap Team at Geneva Investment Management
Industry Investment Management
Experience
Geneva Advisors  January 2014 - Present
WHV Investment Management, Inc.   August 2011 - January 2014
Citibank (Banamex USA)   2010 - 2011

Skills
Outlook, Spanish, Microsoft Excel, PowerPoint, Financial Analysis, Equities, Equity Research, Starmine, FactSet, Emerging Markets, Investment Management

Education
Sonoma State University   2009 — 2011
B.S., Business, Finance

Mt. Tamalpais School

Tamalpais High School

Justin Kroll Justin Kroll Greater Denver Area Details
Justin Kroll's WHV Investment Management, Inc. Experience September 2013 - Present
Job DirectorIntermediary Sales at WHV Investment Management, Inc.
Industry Financial Services
Experience
WHV Investment Management, Inc.   September 2013 - Present
Steelpath Advisors   September 2011 - September 2013
Lincoln Financial Distributors  January 2008 - September 2011
Janus Capital Group  January 2006 - January 2008
JP Morgan  September 2002 - January 2006

Education
University of Denver - Daniels College of Business   2004 — 2006
MBA

University of Nebraska-Lincoln   1997 — 2001
BS

Reana Meiri Reana Meiri San Francisco Bay Area Details
Reana Meiri's WHV Investment Management, Inc. Experience January 2008 - May 2013
Job Financial Services Professional
Industry Financial Services
Experience
Hall Capital Partners LLC  May 2014 - Present
Franklin Templeton Investments  May 2013 - May 2014
WHV Investment Management, Inc.   January 2008 - May 2013
WHV Investments Management Inc   January 2006 - January 2008
Union Bank of California  January 2005 - January 2006
The Clorox Company  2005 - 2005
Associated Process Controls   2004 - 2005
E-Forex   1998 - 2000

Skills
Advent, Bloomberg Terminal, MS Office Suite, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Team Leadership, Investments, Sungard PTA, SAP, Auditing, APX, Moxy, Axys, OFAC, Compliance, Compliance Training, Compliance Monitoring, Compliance Support, Compliance Officers, Microsoft Office, Equities, Charles River IMS, OneTIS, GMAX, SharePoint, Investment Management, Account Reconciliation, Corporate Actions, Financial Regulation, Bloomberg, Mutual Funds, ETFs

Education
UC Davis   2002 — 2004
Bachelor of Arts, Economics and Political Science

Josh Fudge Josh Fudge Greater Denver Area Details
Josh Fudge's WHV Investment Management, Inc. Experience September 2013 - Present
Job Director at WHV Investment Management, Inc.
Industry Financial Services
Experience
WHV Investment Management, Inc.   September 2013 - Present
SteelPath Advisors / OppenheimerFunds   October 2011 - September 2013
Janus Capital Group  December 2006 - September 2011
Diversified Ophthalmics, Inc.   2004 - 2006
Miami University  2002 - 2004

Skills
Series 6, Series 7, Salesforce.com, Investments, Series 63, Asset Allocation, Mutual Funds, Wealth Management, Alternative Investments, Portfolio Management, Securities, Equities

Education
Miami University   2000 — 2004
BS, Business Management

Jessica Pickens Jessica Pickens Greater Denver Area Details
Jessica Pickens's WHV Investment Management, Inc. Experience April 2013 - Present
Job Head of Relationship Management at WHV Investment Management, Inc.
Industry Investment Management
Experience
WHV Investment Management, Inc.   April 2013 - Present
Janus Capital Group  September 2006 - April 2013
State Street Global Advisors  January 2000 - September 2006

Skills
Mutual Funds, Investment Management, Equities, Fixed Income, Investments, Relationship Management, Asset Managment, Product Marketing

Education
Babson College - Franklin W. Olin Graduate School of Business   1998 — 2001
MBA, Finance and Marketing

University of Oregon   1992 — 1995
BA, History and Political Science

Reiner M. Triltsch, CFA Reiner M. Triltsch, CFA San Francisco, California Details
Reiner M. Triltsch, CFA's WHV Investment Management, Inc. Experience February 2009 - December 2013
Job Portfolio Manager at Geneva Advisors
Industry Investment Management
Experience
Geneva Advisors  January 2014 - Present
WHV Investment Management, Inc.   February 2009 - December 2013
Federated Investors, Inc.   July 2007 - February 2009
U.S. Trust   October 2004 - June 2007
WESTAM (USA), LTD., Asset Management Unit of WestLB   2001 - 2004
Gulfstream Global Investors, Ltd.   1990 - 2001
LTV Corporation/ Western Reserve Capital Management, Inc.   1987 - 1990
Teacher Retirement System of Texas  1984 - 1987

Skills
Investments, Equities, Asset Allocation, Investment Strategies, Investment Management, Alternative Investments, Asset Management, Equity Research, Bloomberg, Mutual Funds, Wealth Management, Portfolio Management, Hedge Funds, Fixed Income, Emerging Markets, Capital Markets

Education
Texas Christian University   1981 — 1982
Master of Arts (M.A.), Economics

Texas Christian University - M.J. Neeley School of Business   1978 — 1980
Master of Business Administration (MBA), Finance, General

Texas Christian University   1977 — 1979
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies

Kelsey Woods Nevick Kelsey Woods Nevick San Diego, California Details
Kelsey Woods Nevick's WHV Investment Management, Inc. Experience September 2006 - March 2008
Job HR Representative at Dart NeuroScience LLC
Industry Biotechnology
Experience
Dart NeuroScience LLC  July 2012 - Present
Dart NeuroScience LLC  May 2010 - July 2012
Dart NeuroScience LLC  May 2010 - July 2012
Safe Life Corp.  November 2009 - April 2010
ADM Associates  June 2008 - August 2009
WHV Investment Management, Inc.   September 2006 - March 2008

Skills
PowerPoint, Microsoft Excel, Employee Relations, Microsoft Office, Outlook, Research, Team Building, Microsoft Word, Strategic Planning, Data Analysis, Human Resources, Customer Service, Employee Benefits, Project Management, Organizational..., Leadership

Education
UC Santa Barbara   2001 — 2005
Bachelor of Arts (B.A.), Sociology, Chinese Language

Mark Grochmal Mark Grochmal San Francisco, California Details
Mark Grochmal's WHV Investment Management, Inc. Experience June 2014 - Present
Job Research Analyst International Equity at WHV Investment Management, Inc.
Industry Investment Management
Experience
WHV Investment Management, Inc.   June 2014 - Present
WHV Investment Management, Inc.   March 2007 - Present
WHV Investment Management, Inc.   August 2006 - March 2007
Morgan Stanley Investment Management  January 2006 - May 2006

Skills
Advent, APX, Moxy, Factset, Bloomberg Software, Microsoft Excel, Investment Management, Global Investment..., Mutual Funds, Portfolio Performance..., Performance Attribution, Equities, Bloomberg, Portfolio Management, Microsoft Office, Hedge Funds, Asset Management, Alternative Investments, Asset Allocation, Finance, Investments

Education
Roger Williams University   2002 — 2006
Bachelor's Degree, Finance

Smith Saintil Smith Saintil San Francisco Bay Area Details
Smith Saintil's WHV Investment Management, Inc. Experience June 2014 - August 2014
Job FullTime Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  October 2014 - Present
Evangelical Free Methodist Church Sold Out Summer   June 2011 - Present
Student Activity and Academic Center   September 2013 - May 2015
Management Leadership for Tomorrow  July 2013 - May 2015
WHV Investment Management, Inc.   June 2014 - August 2014
North American Mission Board  May 2013 - July 2013
Deloitte  April 2013 - April 2013
Morgan Stanley  April 2013 - April 2013
Emory University Goizueta Business School  April 2013 - April 2013
Kids Across America Camps  July 2012 - August 2012

Skills
Leadership, Sports, Teaching, Research, Data Analysis, Community Outreach, Microsoft Excel, PowerPoint, Marketing, Curriculum Design, Conflict Resolution, Microsoft Word, Economics, Microsoft Office, Public Speaking, Business Analysis, Customer Service, Nonprofits, CRM databases

Education
Goizueta Business School, Emory University   2011 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General; Religion

Emory University

Erica Kelley Erica Kelley Greater Denver Area Details
Erica Kelley's WHV Investment Management, Inc. Experience July 2013 - October 2014
Job Director of Marketing at Castle & Cooke Mortgage, LLC
Industry Financial Services
Experience
Castle & Cooke Mortgage, LLC   December 2014 - Present
WHV Investment Management, Inc.   July 2013 - October 2014
OppenheimerFunds  December 2012 - June 2013
Steelpath Advisors   June 2012 - December 2012
Steelpath Advisors   September 2011 - June 2012
Jackson National Life  March 2011 - September 2011
Transamerica  March 2008 - February 2011
Janus Capital Group  October 2005 - March 2008
Janus  March 2003 - October 2005
Janus Capital Group  July 2002 - March 2003

Skills
Marketing Strategy, Brand Management, Marketing Communications, Product Marketing, Relationship Management, Competitive Analysis, Team Leadership, Web Project Management, Direct Marketing, Integrated Marketing, Market Research, Email Marketing, CRM, Investments, Mutual Funds, RFP, SEO

Education
Regis University   2004 — 2007
Master of Business Administration (M.B.A.)

Colorado State University   1994 — 1999
B.S., Business/Marketing

Conor Carroll Conor Carroll New York, New York Details
Conor Carroll's WHV Investment Management, Inc. Experience May 2012 - August 2012
Job Financial Services Representative
Industry Financial Services
Experience
OppenheimerFunds  August 2015 - Present
Vanguard  August 2013 - July 2015
American Valet  February 2013 - May 2013
WHV Investment Management, Inc.   May 2012 - August 2012
Eastlake Bar and Grill   May 2011 - August 2011
Western Industrial Inc   May 2011 - August 2011
Seattle Mariners  April 2009 - August 2010

Skills
Leadership, PowerPoint, Microsoft Excel, Time Management, Customer Service, Financial Analysis, Teamwork, Management, Sports Marketing, Statistics, Baseball, Financial Reporting, Sports, Analysis, Data Analysis, Sales, CRM, Microsoft Office, Sports Management, Investments, Marketing, Forecasting, Ticket Sales, Beast

Education
University of Arizona   2009 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Economics, S

Seattle Preparatory School   2005 — 2009

Scott Blankenship Scott Blankenship Greater Denver Area Details
Scott Blankenship's WHV Investment Management, Inc. Experience May 2013 - Present
Job Head of Intermediary Sales and Distribution at WHV Investment Management, Inc.
Industry Financial Services
Experience
WHV Investment Management, Inc.   May 2013 - Present
Steelpath Advisors   January 2011 - May 2013
Alps Advisors   November 2007 - January 2011
Lincoln Financial Distributors  August 2006 - November 2007
Janus Capital Group  November 2002 - August 2006

Skills
401k, Alternative Investments, Asset Management, Banking, Bonds, Defined Contribution, ETFs, Equities, Finance, Financial Advisory, Financial Modeling, Fixed Income, Hedge Funds, Institutional Sales, Insurance, Investment Advisory, Investment Management, Investment Strategies, Investments, MLP, Marketing, Mutual Funds, Registered Investment..., Risk Management, Sales, Securities, Series 6, Series 63, Series 65, Series 7, Strategic Planning, Wealth Management...

Education
University of Maryland College Park
B.A.

Webster University
MBA

Amanda Brueggeman Amanda Brueggeman Seattle, Washington Details
Amanda Brueggeman's WHV Investment Management, Inc. Experience March 2014 - Present
Job Client Reporting Associate, Team Leader at WHV Investment Management, Inc.
Industry Financial Services
Experience
WHV Investment Management, Inc.   March 2014 - Present
WHV Investment Management, Inc.   January 2013 - March 2014
WHV Investment Management,   February 2011 - January 2013
Merrill Lynch  January 2010 - December 2010
AllianceBernstein  August 2008 - January 2010
Public Agency Retirement Services   August 2004 - July 2008

Skills
Client Service, Investments, Series 7, Investment Strategies, Equities, Retirement Planning, series 66, Client Services, Investment Management, Asset Management, Asset Allocation, Mutual Funds, Financial Analysis, Bloomberg, Portfolio Management, Financial Services

Education
UCLA   2002 — 2004
B.A., Anthropology

Chelsea Henscheid Chelsea Henscheid San Francisco, California Details
Chelsea Henscheid's WHV Investment Management, Inc. Experience September 2011 - August 2012
Job Office of the CEO & CFO at Artisan Partners
Industry Financial Services
Experience
Artisan Partners  September 2012 - Present
WHV Investment Management, Inc.   September 2011 - August 2012
U.S. House of Representatives   January 2011 - June 2011
Associated Builders & Contractors of Houston   January 2010 - December 2010
Travents Travel and Events Planning   June 2009 - December 2009
U.S. House of Representatives   January 2009 - June 2009

Skills
Project Coordination, Team Management, Budget Process, Organizational..., Strategic Planning, Executive Support, Internal Communications, Streamlining Operations, Effectiveness, Fundraising, Project Planning, Community Outreach, Writing, Team Leadership, Peer Leadership, Team-oriented, Budgets, Research, Leadership, Management, Team Building, Outlook, Microsoft Excel, Process Scheduler, Customer Service, Project Management, Forecasting, Accounting, Human Resources, Time Management, Event Planning, Marketing, Recruiting, PowerPoint, Microsoft Word, Government, Training, Event Management, Microsoft Office, Social Media

Education
Texas A&M University   2004 — 2008
Bachelor of Arts (B.A.), International Politics and Diplomacy- Focus on Spanish and Latin American Relations

Universidad de Belgrano   2007 — 2007
International Studies, Economics, Politics and Economic Crisis Analysis

Dan Sutorius Dan Sutorius San Francisco Bay Area Details
Dan Sutorius's WHV Investment Management, Inc. Experience October 2013 - December 2013
Job Consultant
Industry Financial Services
Experience
Sunrun  April 2015 - Present
Bank of the West  January 2014 - October 2014
WHV Investment Management, Inc.   October 2013 - December 2013
Lending Club  January 2013 - May 2013
Galiam Capital, LLC   August 2012 - November 2012
Wells Fargo  January 2010 - August 2012
Saints Capital  September 2008 - December 2009
Citco Fund Services  May 2007 - July 2008
Johnston Gremaux & Rossi LLP  September 2005 - May 2007

Skills
Portfolio Management, Corporate Accounting, Financial Reporting, Cash Management, Bonds, Cash Flow, Debt, Swaps, GAAP, Bloomberg, Hedge Funds, Fixed Income, BlackRock Aladdin, PAM for Securities, SimCorp Dimensions, Change Management, Calypso, Financial Modeling, FAS 133, FAS 91, FAS 115, Financial Analysis, Corporate Finance, FAS 5, Investments, Account Reconciliation, Excel models, General Ledger, Accounting, Valuation, Derivatives, Capital Markets, Finance, Trading, FX Options, Equities, Asset Management, Securities, Analysis, Due Diligence, Financial Statements, Mutual Funds, Variance Analysis, Forecasting, Advent, APX, Dataport, REX

Education
Sonoma State University   2000 — 2004
Bachelor of Science (B.S.), Accounting and Finance

Marla Jennings, AIF® Marla Jennings, AIF® Greater Denver Area Details
Marla Jennings, AIF®'s WHV Investment Management, Inc. Experience September 2013 - Present
Job Director of Relationship Management at WHV Investment Management, Inc.
Industry Financial Services
Experience
WHV Investment Management, Inc.   September 2013 - Present
Janus Capital Group  January 2012 - September 2013
Janus Capital Group  November 2007 - December 2011

Skills
AIF, Series 7, Series 6, Series 63, Investment Strategies, Investment Management, Relationship Management, Alternative Investments, Retirement, 401k, Mutual Funds, Asset Allocation, Securities, Wholesale, Wealth Management, Asset Management, Fixed Annuities, Financial Services

Education
University of Wisconsin-Madison   1994 — 1998
College of Letters & Science (BA)

Macquarie University   1996 — 1996
Economics

Brian Forth Brian Forth San Francisco Bay Area Details
Brian Forth's WHV Investment Management, Inc. Experience September 2002 - Present
Job Director, Relationship Manager
Industry Investment Management
Experience
WHV Investment Management, Inc.   September 2002 - Present
State Street Research  February 2001 - September 2002

Skills
Investment Strategies, Asset Management, Investments, Mutual Funds, Project Management, Equities, Portfolio Management, Investment Management, Financial Analysis, Financial Modeling, Fixed Income

Education
Tufts University   1995 — 1999
BA

W. Jason Ceglarz W. Jason Ceglarz San Francisco Bay Area Details
W. Jason Ceglarz's WHV Investment Management, Inc. Experience August 2010 - July 2012
Job Asset Management at Shorenstein Realty Services
Industry Real Estate
Experience
Shorenstein Realty Services  July 2014 - Present
Deutsche Bank  June 2013 - August 2013
WHV Investment Management, Inc.   August 2010 - July 2012
AllianceBernstein  June 2007 - July 2010
Paul Financial LLC  August 2005 - April 2007

Skills
Series 7, Asset Allocation, Bloomberg, Alternative Investments, Asset Managment, Equities, Series 63, Investments, Investment Strategies, Portfolio Management, Wealth Management, Mutual Funds, Financial Modeling, Financial Analysis, Securities, Valuation, Investment Management, Asset Management

Education
University of Southern California   2012 — 2014
Master of Business Administration (MBA)

University of Colorado at Boulder - Leeds School of Business   2000 — 2004
Bachelor of Science, Business Administration, Finance (Emphasis in Accounting)

Jeannie Chan Jeannie Chan Palo Alto, California Details
Jeannie Chan's WHV Investment Management, Inc. Experience 2013 - 2013
Job Financial Reporting Specialist at Federal Home Loan Bank
Industry Financial Services
Experience
WHV Investment Management, Inc.   2013 - 2013
Federal Home Loan Bank  August 2008 - October 2009
BARCLAYS GLOBAL INVESTORS  February 2008 - July 2008
The Bank of New York  November 2005 - February 2008
Morgan Stanley  December 2004 - July 2005
TIAA-CREF  1995 - 2004

Education
Pace University   1999 — 2004

Eswar Menon Eswar Menon San Francisco Bay Area Details
Eswar Menon's WHV Investment Management, Inc. Experience April 2010 - December 2013
Job Portfolio Manager at Geneva Investment Management
Industry Investment Management
Experience
Geneva Investment Management  January 2014 - Present
WHV Investment Management, Inc.   April 2010 - December 2013
GCA  January 2009 - March 2010
Denahi Global Investments   March 2005 - September 2008
Loomis Sayles  July 1999 - December 2004
Nicholas Applegate  June 1995 - July 1999
Integrated Device Technology  February 1989 - September 1993

Skills
Portfolio Management, Emerging Markets, Equities, Hedge Funds, Bloomberg, Investments, Start-ups, Equity Research, Asset Management

Education
University of Chicago   1993 — 1995
MBA, Finance & Marketing

University of California, Santa Barbara   1986 — 1989
MS, Electrical Engineering

Indian Institute of Technology, Madras   1982 — 1986
B.Tech, Electrical Engineering

Jon McCullough Jon McCullough Greater Seattle Area Details
Jon McCullough's WHV Investment Management, Inc. Experience 2012 - Present
Job WHV Investment Management
Industry Research
Experience
WHV Investment Management, Inc.   2012 - Present
Sugar Mountain Capital   June 2009 - December 2011
JP Morgan  April 2007 - December 2008
JP Morgan  October 2005 - April 2007
Prudential Equity Group  2003 - 2005

Education
Fordham University   1999 — 2003
Business, Finance

CFA Institute
CFA

Daniel C. Young Daniel C. Young San Francisco, California Details
Daniel C. Young's WHV Investment Management, Inc. Experience June 2000 - January 2012
Job Senior Investment Executive
Industry Investment Management
Experience
WHV Investment Management, Inc.   June 2000 - January 2012
WHV Investment Management, Inc.   June 2000 - January 2012
PriceWaterhouseCoopers, LLP  June 1998 - April 2000

Skills
Multi-Asset Portfolio..., Equity Product..., Global Business..., Energy / Commodity..., International and..., Domestic and..., Strategic Business and..., Sector and Security..., Valuation Analysis, Regulatory / Policy..., Financial Investigations, Global Client..., Equities, Finance, Valuation, Portfolio Management, Strategy, Risk Management, Entrepreneurship, Due Diligence, Business Development, Investments, Alternative Investments, Start-ups, Fixed Income, Wealth Management, Investment Strategies, Asset Allocation

Education
University of New Haven
MBA, Finance, General

Southern Connecticut State University
Bachelor of Science (BS), Economics and Accounting

College for Financial Planning
Certified Financial Planner

Association of Certified Fraud Examiners
Certified Fraud Examiner

Similar Companies