Fiscal Year

2021

Case Number

A-20363-37073

Case Status

Certified

Received Date

2020-12-30

Decision Date

2021-06-28

Refile

N

Original File Date

2021-01-01 09:43:31

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

Lateef Investment Management

Employer Name Slug

lateef-investment-management

Employer Address 1

1000 4th St

Employer Address 2

Suite 800

Employer City

San Rafael

Employer City Slug

san-rafael

Employer State

CALIFORNIA

Employer State Slug

california

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

94901

Employer Phone

4154642463

Employer Number of Employees

12

Employer Year Commenced Business

1974

NAICS Code

523930

FW Ownership Interest

N

Employer Contact Name

Gail Esh

Employer Contact Address 1

1000 4th St

Employer Contact Address 2

Suite 800

Employer Contact City

San Rafael

Employer Contact State/Province

CALIFORNIA

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

94901

Employer Contact Phone

4154613800

Employer Contact Email

[email protected]

Agent Attorney Name

Mark Wu

Agent Attorney Firm Name

Ogletree, Deakins, Nash, Smoak Stewart, P.C.

Agent Attorney Phone

5123344704

Agent Attorney Address 1

301 Congress Avenue

Agent Attorney Address 2

Suite 1150

Agent Attorney City

Austin

Agent Attorney State/Province

TEXAS

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

78701

Agent Attorney Email

[email protected]

PW Track Number

P10020120528795

PW SOC Code

13-2051

PW SOC Title

Financial Analysts

PW Skill Level

Level III

PW Wage

129792.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2020-08-14

PW Expiration Date

2021-06-30

Wage Offer From

129792.00

Wage Offer To

0.00

Average Salary

129792.00

Wage Unit of Pay

Year

Worksite Address 1

1000 4th Street

Worksite Address 2

Suite #800

Worksite City

San Rafael

Worksite City Slug

san-rafael

Worksite State

CALIFORNIA

Worksite Postal Code

94901

Job Title

Research Analyst

Job Title Slug

research-analyst

Minimum Education

Master's

Major Field of Study

Finance

Required Training

N

Required Experience

Y

Required Experience Months

24

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Economics or Statistics

Accept Alternative Combination

Y

Accept Alternative Combination Education

Bachelor's

Accept Alternative Combination Education Years

5

Accept Foreign Education

Y

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

24

Accept Alternative Job Title

Financial Analyst, Financial Manager, or Global Portfolio Management Associate

Job Opportunity Requirements Normal

N

Foreign Language Required

N

Specific Skills

Requires a Masters degree or foreign equivalent in Finance, Economics, or Statistics plus 2 years of experience in the job offered or alternate occupation of Financial Analyst, Financial Manager, or Global Portfolio Management Associate.br br In the alternative, employer will accept a Bachelors degree or foreign equivalent in Finance, Economics, or Statistics plus 5 years of progressive postbaccalaureate experience in the job offered or alternate occupation of Financial Analyst, Financial Manager, or Global Portfolio Management Associate.br br For either combination of education and experience, employer requires two 2 years of experience in MATLAB; Statistical analysis of large datasets; Data management; Excel VBA; and Building financial models.br br Employer will accept any suitable combination of education, training, or experience.

Combination Occupation

N

Offered to Applicant Foreign Worker

Y

Foreign Worker Live on Premises

N

Foreign Worker Live in Domestic Service

N

Foreign Worker Live in Domestic Service Count

Professional Occupation

Y

Application for College/University Teacher

N

SWA Job Order Start Date

2020-10-02

SWA Job Order End Date

2020-11-02

Sunday Edition Newspaper

Y

First Newspaper Name

San Francisco Chronicle

First Advertisement Start Date

2020-10-18

Second Newspaper Ad Name

San Francisco Chronicle

Second Advertisement Type

Newspaper

Second Ad Start Date

2020-10-25

Employer Website From Date

2021-01-01 09:43:31

Employer Website To Date

2021-01-01 09:43:31

Professional Organization Ad From Date

2021-01-01 09:43:31

Professional Organization Advertisement To Date

2021-01-01 09:43:31

Job Search Website From Date

2020-10-19

Job Search Website To Date

2020-11-02

Employee Referral Program From Date

2021-01-01 09:43:31

Employee Referral Program To Date

2021-01-01 09:43:31

Local Ethnic Paper From Date

2020-10-18

Local Ethnic Paper To Date

2020-10-18

Radio/TV Ad From Date

2020-10-30

Radio/TV Ad To Date

2020-10-30

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

CANADA

Foreign Worker Birth Country

CHINA

Class of Admission

H-1B

Foreign Worker Education

Master's

Foreign Worker Information: Major

FINANCE

Foreign Worker Years of Education Completed

2017

Foreign Worker Institution of Education

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

Foreign Worker Education Institution Address 1

77 MASSACHUSETTS AVE.

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

CAMBRIDGE

Foreign Worker Education Institution State/Province

MA

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

2139

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Mark Wu

Preparer Title

Attorney

Preparer Email

[email protected]

Employer Information Declaration Name

Eric Winterhalter

Employer Information Declaration Title

COO Managing Partner