Wurts & Associates

Description

Address: 2321 Rosecrans Ave # 2250, El Segundo, CA 90245 Phone: (310) 297-1777Website: : Hours: : Place name: : : : : Category: 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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Wurts & Associates Employees

Employee
Years
Job
Industry
David Rismann David Rismann Greater Los Angeles Area Details
David Rismann's Wurts & Associates Experience September 1994 - February 1998
Job Digital Forensic Examiner, Computer Forensic Examiner, Qualified Computer and Software Expert Witness
Industry Legal Services
Experience
David Rismann Consultants Inc.   May 1998 - Present
Wurts & Associates   September 1994 - February 1998
Plexus Group  January 1991 - September 1994
Wilshire Associates  1988 - 1990

Skills
computer forensics, Digital Forensics, computer evidence, forensic analysis, expert testimony, computers, software, programming, expert witness, data recovery, computer expert, computer analysis, panel expert, encase, FTK, criminal defense, computer crimes, email forensics, email analysis, document metadata, internet history, software development, instant messaging, Mobile Forensics, Expert Witness, Forensic Analysis, Evidence, Email, Criminal Defense, Computers, Data Recovery, Internet, Computer Forensics, Litigation Support, Software Development, Cybercrime, EnCase, Litigation, Trials, Software, Programming, Criminal Investigations, Criminal Law, Private Investigations, Testimony, Medical Malpractice, Depositions, Courts, Investigation, Defense

Education
University of California, Los Angeles   1985 — 1989
BA, History

Kerry Ward Kerry Ward Swampscott, Massachusetts Details
Kerry Ward's Wurts & Associates Experience 2003 - 2005
Job Financial Services and Marketing Professional
Industry Marketing and Advertising
Experience
RS Advisory LLC   February 2014 - Present
Wurts & Associates   2003 - 2005
DIRECTV  2000 - 2002
Broadband Sports  1999 - 2000

Skills
Online Marketing, Marketing Strategy, Segmentation, Investments, Market Planning, Market Research, Financial Advisory, Competitive Analysis, Strategy, Market Analysis, Business Development, Business Strategy, Product Management, Business Planning, Start-ups, Social Media, Strategic Planning, Project Management

Education
Harvard Business School   1997 — 1999
MBA, General Management

Colby College   1990 — 1994
BA, Economics

Eric Frey Eric Frey Greater Seattle Area Details
Eric Frey's Wurts & Associates Experience September 2005 - March 2007
Job Purchasing Manager at Allflight
Industry Aviation & Aerospace
Experience
Allflight   July 2013 - Present
Protime Sports   January 2013 - May 2013
Group Health Cooperative  November 2009 - March 2013
BNY Mellon  March 2007 - January 2009
Wurts & Associates   September 2005 - March 2007

Skills
Microsoft Excel, Financial Analysis, Data Analysis, Strategic Planning, Alternative Investments, Process Improvement, Analysis, Account Management, Customer Service, Financial Modeling, Forecasting, Sales, Negotiation

Education
Central Washington University   2003 — 2005
Business Administration, Finance, Economics

Carine Boekee Carine Boekee Seattle, Washington Details
Carine Boekee's Wurts & Associates Experience 2002 - 2007
Job Browse Developer & Taxonomist at Amazon
Industry Retail
Experience
Amazon  August 2012 - Present
Getty Images  January 2012 - August 2012
Welocalize  June 2010 - August 2012
Getty Images  February 2011 - December 2011
Seattle Musical Theatre  July 2009 - August 2011
VoiceBox Technologies  February 2008 - October 2008
Wurts & Associates   2002 - 2007
Intiman Theatre  February 2002 - December 2002

Skills
Theatre, Photoshop, Editing, Social Media, Adobe Creative Suite, Microsoft Office, Social Networking, Research, Microsoft Excel, Mac, Photography, Production Managment, Event Management, Localization, Event Planning

Education
Purdue University   2000 — 2002
MA, Stage Management

University of Oregon   1998 — 2000
BA, Theatre Arts

Herbert Nishii Herbert Nishii Los Angeles, California Details
Herbert Nishii's Wurts & Associates Experience October 2006 - Present
Job Senior Consulting Associate at Wurts & Associates
Industry Financial Services
Experience
Wurts & Associates   October 2006 - Present
State of Hawaii Employees' Retirement System   January 2006 - October 2006
Morgan Stanley  June 2001 - December 2005

Skills
Asset Managment, Financial Modeling, Trading Strategies, Asset Allocation, Due Diligence, Analysis, Valuation, Portfolio Management, Equities, Hedge Funds, Fixed Income, Alternative Investments, Investments, Investment Management, Investment Strategies, Capital Markets, Private Equity, Financial Analysis, Asset Management, Forecasting

Education
University of Southern California - Marshall School of Business   2009 — 2012
MBA

University of Hawaii - Shidler College of Business   1998 — 2004
BBA, Finance & Management Information Systems

California State Polytechnic University-Pomona   1999 — 2000
Computer Science

Thomas Winkler, CAIA, MBA Thomas Winkler, CAIA, MBA Greater Seattle Area Details
Thomas Winkler, CAIA, MBA's Wurts & Associates Experience June 2010 - September 2011
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

Tom Shanklin Tom Shanklin Greater Los Angeles Area Details
Tom Shanklin's Wurts & Associates Experience February 2007 - October 2008
Job Senior Consultant, AFLCIO Investment Trust Corp.
Industry Investment Management
Experience
AFL-CIO Investment Trust Corporation  July 2013 - Present
MKB Realtors  February 2014 - July 2015
Prudential Real Estate  February 2013 - February 2014
KW Commercial  January 2009 - August 2010
Wurts & Associates   February 2007 - October 2008
Investment Performance Services   May 1993 - October 2005

Skills
Investments, Asset Managment, Real Estate, Investment Properties, Portfolio Management, Residential Homes, Valuation, Sellers, Leases, Investors, Real Estate Transactions, Alternative Investments, Asset Management, Asset Allocation, Investment Management, Employee Benefits, Hedge Funds, Relocation, Mutual Funds, Real Estate Economics, Pensions, Investment Strategies, Due Diligence, Finance, New Home Sales, Mergers & Acquisitions, Fixed Income, Pension Funds, Luxury, Commercial Real Estate, Institutional..., Brokerage, Funding, Private Equity, Real Estate Development, 1031 Exchanges, Disposition

Education
University of Delaware   1975 — 1980
MBA, Finance

University of Delaware   1971 — 1975
BS, Accounting

Harriet Burrows Harriet Burrows Lynnwood, Washington Details
Harriet Burrows's Wurts & Associates Experience May 2013 - August 2014
Job Student at Digipen Institute of Technology
Industry Fine Art
Experience
Wurts & Associates   May 2013 - August 2014

Skills
Digital Art, Digital Sculpting, 3D Character Modeling, Digital Painting, Writing

Education
Digipen Institute of Technology   2014 — 2016
Masters of Fine Arts, Digital Arts

University of Washington   2007 — 2011
Bachelor of Arts (BA), Anthropology

University of Washington   2007 — 2011
Bachelor of Arts (BA), Linguistics

Jordan Johnson Jordan Johnson Greater Seattle Area Details
Jordan Johnson's Wurts & Associates Experience August 2011 - February 2013
Job Corporate Finance
Industry Financial Services
Experience
Alexander Hutton   February 2013 - Present
Wurts & Associates   August 2011 - February 2013
Discovery Institute  January 2012 - December 2012
Jones Lang LaSalle  March 2011 - June 2011
Strategic Capital Group  January 2011 - June 2011
Nordstrom  May 2010 - December 2010
Thailand,Cambodia,Vietnam, Singapore   August 2010 - September 2010
Alexander Hutton   June 2010 - August 2010

Skills
Sales, Microsoft Office, Microsoft Excel, PowerPoint, Morningstar Direct, Performance Analysis, Alternative Investments, Investments, Commodity Markets, Bloomberg, Mergers & Acquisitions, Private Equity, Due Diligence, Capital Markets, Finance, Leadership, Management, Public Speaking, Financial Modeling, Analysis

Education
University of Washington   2008 — 2011
Business, Finance & Sales Certificate

Central Washington University   2007 — 2008

Cascade Christian High School   2003 — 2007

Curtis Yasutake, CFA Curtis Yasutake, CFA Greater Seattle Area Details
Curtis Yasutake, CFA's Wurts & Associates Experience September 2008 - November 2010
Job Senior Research Analyst at Russell Investments
Industry Investment Management
Experience
Russell Investments  November 2010 - Present
Wurts & Associates   September 2008 - November 2010
Morgan Stanley  June 2007 - July 2008
Russell Investment Group  June 2006 - June 2007

Skills
Investment Management, Chartered Financial..., Microsoft Excel, Factset, Valuation, Capital Markets, Leadership, Equities, Financial Modeling, Portfolio Management, Analysis, Fixed Income

Education
Seattle University   2004 — 2008
Bachelor of Arts in Business Administration, Finance, 3.96

Brandon Currie Brandon Currie San Francisco Bay Area Details
Brandon Currie's Wurts & Associates Experience March 2010 - June 2011
Job Product Manager ETFs & Index Funds at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  October 2013 - Present
Matthews International Capital Management  April 2012 - October 2013
Russell Investments  June 2011 - November 2011
Wurts & Associates   March 2010 - June 2011
Reign Capital   August 2009 - March 2010
Environmental Credit Corporation   January 2006 - April 2006
Pacific Northwest National Laboratory  June 2005 - September 2005

Skills
Capital Markets, Investments, Research, Market Research, Microsoft Excel, Portfolio Management, Financial Modeling, Equities, Equity Research, Asset Managment, Data Analysis, Financial Analysis, Valuation, Alternative Investments, Hedge Funds, Economics, ETFs, Index Funds, Asset Management, Analysis

Education
University of San Francisco
MS, Finance

University of California, Santa Cruz
BA, Economics

Anthony Ferrara, CAIA Anthony Ferrara, CAIA San Francisco Bay Area Details
Anthony Ferrara, CAIA's Wurts & Associates Experience February 2006 - October 2010
Job Senior Consulting Support Analyst at NEPC
Industry Investment Management
Experience
NEPC  October 2010 - Present
Wurts & Associates   February 2006 - October 2010

Education
San Jose State University   2001 — 2005
Finance, General

David New, CFA David New, CFA Greater Los Angeles Area Details
David New, CFA's Wurts & Associates Experience 2001 - 2002
Job Managing Director at Dalton Investments
Industry Investment Management
Experience
Dalton Investments  January 2008 - Present
Dimensional Fund Advisors  2002 - 2007
Wurts & Associates   2001 - 2002
Asset Strategy Consulting  1996 - 1999
FMC  1993 - 1996
Southern California Edison  1988 - 1992

Skills
Institutional..., Financial Markets, Pension Funds, New Business Development, Business Development, Portfolio Management, Hedge Funds, Investment Management, Alternative Investments, Asset Allocation, Venture Capital, Structured Products, Management, Asset Management, Chartered Financial..., Investments, Asset Managment, Equities

Education
University of California, Los Angeles - The Anderson School of Management   1986 — 1988
MBA

Yale University   1977 — 1981
BA

Suzie Stonecipher Suzie Stonecipher Greater Seattle Area Details
Suzie Stonecipher's Wurts & Associates Experience October 1986 - Present
Job Staff Accountant at Wurts & Associates
Industry Investment Management
Experience
Wurts & Associates   October 1986 - Present

Skills
Payroll, Accounts Payable, Accounts Receivable, Financial Statements, Microsoft Office, Bank Reconciliation

Education
Central Washington University   1982 — 1986
BA, Education

Daniel Zaczkowski, CFA Daniel Zaczkowski, CFA Greater Minneapolis-St. Paul Area Details
Daniel Zaczkowski, CFA's Wurts & Associates Experience September 1993 - May 1995
Job Chief Financial Officer at TruStone Financial
Industry Financial Services
Experience
TruStone Financial  July 2009 - Present
Jeffrey Slocum & Associates  August 2008 - August 2009
RBC Wealth Management  July 2000 - July 2008
GMAC-RFC  1998 - 2001
Eagle Capital Management  June 1997 - October 1998
Russell Investments  June 1995 - May 1996
Wurts & Associates   September 1993 - May 1995
US Navy  June 1989 - June 1993

Skills
Portfolio Management, Banking, Credit Analysis, Credit, Financial Analysis, Fixed Income, Alternative Investments, Hedge Funds, Risk Management, Asset Allocation, Investments, Financial Modeling, Equities, Commercial Lending, Loans, Finance

Education
University of Minnesota - Carlson School of Management   1996 — 1997
MBA, Finance

Illinois Institute of Technology   1986 — 1989
BBA, Finance

Ivy Chiang Ivy Chiang Greater Seattle Area Details
Ivy Chiang's Wurts & Associates Experience 1998 - 2002
Job Stock plans manager at Starbucks Coffee Company
Industry Retail
Experience
Starbucks  March 2014 - Present
Starbucks Coffee Company  October 2007 - Present
College Success Foundation  2003 - 2007
Wurts & Associates   1998 - 2002

Skills
Process Improvement

Education
Seattle University
Master, Finance

Rick Wyman Rick Wyman Greater Seattle Area Details
Rick Wyman's Wurts & Associates Experience January 1986 - December 2005
Job Owner, Highland Capital Advisors LLC
Industry Financial Services
Experience
Highland Capital Advisors LLC   January 2006 - Present
Wurts & Associates   January 1986 - December 2005

Skills
Investments, 401k, Pensions, Asset Management, Alternative Investments, Retirement, Investment Advisory, Portfolio Management, Retirement Planning, Asset Allocation, Equities, Wealth Management, Investment Management, Hedge Funds, Mutual Funds, Series 7

Education
Ohio Wesleyan University   1980 — 1984
Bachelor of Arts (B.A.), Mathematics, Accounting

Tawnya Martin, PHR, SHRM-CP Tawnya Martin, PHR, SHRM-CP Greater Seattle Area Details
Tawnya Martin, PHR, SHRM-CP's Wurts & Associates Experience February 2008 - May 2010
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

Bret Undem Bret Undem Greater Seattle Area Details
Bret Undem's Wurts & Associates Experience 1993 - 1998
Job .
Industry Investment Management
Experience
Brighton Jones  2013 - 2013
Altegris Investments  2007 - 2012
Acacia Research  2000 - 2006
Canterbury Consulting  1998 - 2000
Wurts & Associates   1993 - 1998

Skills
Series 7, Investment Management, Fixed Income, Series 3, 7, 63, 65, Equities, Asset Allocation, CRM, Investment Strategies, Hedge Funds, Alternative Investments, Mutual Funds, Investor Relations, Investment Advisory, Private Equity

Education
University of Arizona, Eller College of Management   1988 — 1992
Bachelor of Science in Business Administration, Finance

Greg Coffey, CFA Greg Coffey, CFA Greater Seattle Area Details
Greg Coffey, CFA's Wurts & Associates Experience June 2003 - September 2005
Job Client Executive at Russell Investments
Industry Investment Management
Experience
Russell Investments  June 2011 - Present
Russell Investments  July 2008 - July 2011
Kibble & Prentice  September 2005 - July 2008
Wurts & Associates   June 2003 - September 2005
Banc of America Investments  November 2002 - June 2003

Skills
Investments, Portfolio Management, Asset Allocation, Mutual Funds, Investment Strategies, Defined Benefit, Defined Contribution, Alternative Investments, Asset Management, Investment Management, Equities, Fixed Income Portfolio..., Endowments, Foundations, Portfolio Performance..., Client Presentation, Sales Presentation...

Education
Seattle University   1999 — 2002
Bachelors in Business Administration, Finance