Fisher Investments
Marisa Iverson, CPA, has a diverse work experience in the field of finance and accounting. Marisa began their career as an Advisory Intern at KPMG in 2011, followed by serving as an Advisory Associate from 2012 to 2013. Marisa then joined Fisher Investments in 2014 as a Senior Accountant, before moving on to the role of Accounting Process Program Manager in 2014. From 2015 to 2018, they worked as a Billing Operations Team Leader, and from 2019 to 2022, they served as a Finance Support Team Leader. Currently, they hold the position of Lieutenant Vice President - Corporate Finance at Fisher Investments, starting in April 2022.
Marisa Iverson, CPA completed their education at Portland State University - School of Business from 2009 to 2011, where they obtained a Post-Baccalaureate Accounting Certificate in Accountancy. Prior to that, they attended Linfield University from 2002 to 2006 and earned a Bachelor of Science degree in Psychology. Marisa also holds a Certified Public Accountant (CPA) certification, but the specific year and month of its attainment are not provided.
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Fisher Investments
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Fisher Investments is an independent, fee-only investment adviser. As of 6/30/2021, Fisher Investments and its subsidiaries manage over $188 billion in assets globally—over $144 billion for private investors, $41 billion for institutional investors and $1 billion for US small to mid-sized business retirement plans. Fisher Investments maintains four principal business groups: US Private Client, Institutional, Private Client International and 401(k) Solutions, which serve a global client base of diverse investors.