Barrington Research Associates, Inc.
Address: 161 N Clark St # 2950, Chicago, IL 60601 Phone: (312) 634-6000Website: Place name: : : : : : Hours: Category: : Website: http://brai.com/ Category: Investment Bank 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.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 Barrington Research Associates, Inc. Posting publicly on the Web Write a review Reviews Be the first to review
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Barrington Research Associates, Inc. Employees
Northland Securities 2015 - Present
Barrington Research Associates, Inc. 2011 - 2015
William Blair and Company 2004 - 2011
Houlihan Valuation Advisors 2001 - 2004
Software, Non-Profit, Military, and Higher-Education Sectors 1997 - 2001
Education
CFA Institute 2003 — 2006
CFA, accounting, corporate finance, financial analysis, quantitative methods, economics, money management
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
M.B.A., Finance
Indiana University Bloomington 1994 — 1999
B.A., Computer Science and Philosophy
Barrington Research Associates, Inc. October 2012 - Present
Barrington Research Associates, Inc. September 2011 - December 2012
Barrington Research Associates, Inc. September 2010 - September 2011
Encore Development Group, LLC June 2010 - September 2010
Skills
Financial Modeling, Valuation, Equity Research, Equities, Investments, Report Writing, Business Valuation, Public Equity Offerings, Secondary Offerings, Private Offerings, Investment Banking, Mergers & Acquisitions, Asset Management, Corporate Finance, Economics, IPO, Trading, Financial Analysis, Finance, Microsoft Excel, Capital Markets
Education
Loyola University of Chicago - Graduate School of Business 2010 — 2012
MSF, Finance, 3.7
Loyola University of Chicago 2006 — 2010
Bachelor of Business Administration, Accounting, Finance
Barrington Research Associates, Inc. September 2013 - Present
Barrington Research Associates July 2012 - September 2013
BMW Group Financial Services October 2006 - March 2009
BMW Group Financial Services June 2004 - October 2006
Skills
Excel, Equity Valuation, Financial Statement..., DCF, Financial Analysis, Financial Modeling, Portfolio Management, Corporate Finance, Bloomberg, Investments, Equity Research, Valuation, Finance, Equities, Financial Reporting, Credit Analysis, Capital IQ, Risk Management, Credit
Education
DePaul University 2009 — 2011
MBA, Financial Analysis
The Ohio State University 1998 — 2003
Bachelor of Arts, Communications / Political Science2003
Bradford Allen Realty Services July 2015 - Present
Bradford Allen Realty Services May 2014 - July 2015
Bradford Allen Realty Services June 2013 - May 2014
Barrington Research Associates, Inc. January 2013 - May 2013
Barrington Research Associates, Inc. May 2012 - August 2012
Skills
Financial Analysis, Research, Statistics, Financial Statement..., Financial Modeling, Due Diligence, Trading Systems, Data Analysis, Market Research, Social Media Marketing, Public Relations, Marketing Communications, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, PowerPoint, Windows, Outlook, Business Organizing, Quantitative
Education
Adrian College 2009 — 2012
Bachelor of Arts (B.A.), Business Administration
WBI Investments January 2014 - Present
WBI Investments March 2013 - December 2013
Blue Sky Power LLC February 2012 - February 2013
Prudential Financial February 2011 - February 2012
Barrington Research Associates, Inc. October 2006 - October 2010
City Colleges of Chicago - Harold Washington College September 2006 - June 2007
Skills
Capital Markets, Finance, Management, Process Improvement, Process Management, Project Finance, Equity Research, Trading Operations, Financial Modeling, Financial Analysis, Equity Valuation, Equity Trading, Middle Office, Back Office, Advent, APX, Moxy, Security APL, Trading Systems, Worldox, Account Reconciliation, Microsoft Office, VBA, Document Creation, Microsoft Word, Microsoft Excel, Access, PowerPoint, TCA, GIPS, GIPS Compliance, Performance Reporting, Separately Managed..., ETFs, Equities, Variable Annuities, Options, Mutual Funds
Education
The University of Chicago 2005 — 2006
M.A., Humanities, Philosophy
Rutgers University-New Brunswick 2001 — 2005
B.A., Philosophy, Linguistics, Psychology, English
Palantir.net September 2015 - Present
Palantir.net September 2013 - August 2015
Palantir.net May 2013 - August 2013
Loyola University Chicago May 2010 - May 2013
SitBaby January 2010 - August 2012
Barrington Research Associates, Inc. 2012 - 2012
Chocolat by Daniel August 2007 - August 2009
Skills
Graphic Design, InDesign, HTML, HTML5, CSS, Illustrator, Photoshop, Content Strategy, User Experience, User Interface Design, Responsive Web Design, In-Browser Prototypes, Layout, Logo Design, Illustration, Advertising, Brochures, Social Media
Education
Loyola University Chicago 2009 — 2013
Visual Communications and Finance, Visual Communications and Finance
Loyola University of Chicago 2009 — 2013
Bachelor of Arts (B.A.) in Visual Communication. Bachelor of Science in Finance, Design and Visual Communications, General; Finance
Barrington Research Associates, Inc. October 2014 - Present
Noble Financial February 2013 - October 2014
Noble Financial June 2012 - December 2012
Kwik Stop 9100 LLC January 2010 - December 2012
Fidelity Investments June 2011 - November 2011
Skills
Financial Modeling, Bloomberg, Bloomberg Terminal, Financial Analysis, Equity Research, Microsoft Excel, Financial Statement..., Economics, Access, Series 7, PowerPoint, Data Analysis, Finance, Valuation, Quantitative Analytics, Investments, Equities, Stata, Investment Management, Corporate Finance, Portfolio Management, Securities, Equity Valuation, Risk Management, Capital Markets, Due Diligence
Education
Florida Atlantic University 2009 — 2012
Bachelor's degree, Finance, General
John Hancock Financial Services 2005 - 2013
A.G. Edwards & Sons, Inc. 2002 - 2004
Barrington Research Associates, Inc. 1996 - 2001
Kemper Securities 1992 - 1995
United Stationers 1988 - 1990
Skills
Investments, Sales, Series 7
Education
Loyola University Chicago
Bachelor of Business Administration (BBA), Finance
Retail Properties of America, Inc. October 2013 - July 2015
Green Door Capital March 2013 - September 2013
Alya Capital September 2012 - February 2013
UBS Wealth Management June 2012 - September 2012
Cheevers & Company, Inc. June 2012 - September 2012
Barrington Research Associates, Inc. January 2012 - March 2012
Hony Capital June 2011 - September 2011
Morningstar June 2009 - September 2009
Skills
Investments, Valuation, Portfolio Management, Financial Analysis, Private Equity, Microsoft Office, Asset Management, Finance, Mergers & Acquisitions, Financial Modeling, Bloomberg, Venture Capital, Equity Research, Real Estate, Bloomberg Terminal, Market Research, Financial Accounting, Argus Modeling, Data Analytics, Access, R, MySQL, HTML
Education
The University of Chicago 2015 — 2017
Master’s Degree, Analytics
DePaul University 2008 — 2013
Bachelor of Science degree, Finance and Real Estate
Varndean College 2006 — 2008
High School Degree, Accounting and Mathematics
DENTSPLY International, Inc. March 2011 - Present
Barrington Research Associates, Inc. April 1997 - March 2011
Lavin & Waldon, P.C. May 1996 - September 1996
Lavin and Waldon, P.C. March 1994 - May 1996
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Equity Research, Due Diligence, Equity Valuation, Capital Markets, Mergers, Investments, Valuation, Competitive Analysis, Asset Managment, Finance, Emerging Markets, Portfolio Management, Mergers & Acquisitions, Asset Management, Investor Relations, Venture Capital, Hedge Funds, Private Equity, Bloomberg
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1993 — 1996
Juris Doctor, Law
Michigan State University 1989 — 1993
B.A., General Business Administration-Pre-Law, German
Barrington Research Associates, Inc. August 2010 - Present
Oppenheimer & Co. Inc. April 2004 - January 2009
Skills
Bloomberg, Valuation, Hedge Funds, Investment Banking, Fixed Income, Financial Modeling, Equity Valuation, Investments, Derivatives, Trading, Portfolio Management, Corporate Finance, Options, Financial Analysis
Education
Case Western Reserve University
Master of Business Administration (MBA), Finance, General
Northern Trust Corporation December 2013 - Present
Barrington Research Associates, Inc. July 2013 - November 2013
Invensys Controls June 2012 - September 2012
Bank of America Merrill Lynch Chicago July 2011 - September 2011
Access Media 3 June 2010 - September 2010
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Forecasting, Investments, Bloomberg Terminal, Accounting, Financial Reporting, Equity Research, Risk Management, Eagle PACE, Fundmaster, Enterprise Global...
Education
DePaul University 2009 — 2013
Undergraduate, Finance
CIS by Deloitte January 2015 - Present
Wipro Technologies July 2013 - December 2014
Association for Strategic Planning - Chicago Chapter July 2012 - July 2013
LBL Strategies, Ltd April 2012 - July 2013
Barrington Research Associates, Inc. February 2012 - December 2012
the dd+p group June 2012 - August 2012
HandsOn New Orleans November 2011 - December 2011
FISHIN’ BUDDIES! Inc. September 2011 - November 2011
Pennsylvania State University Zinc Metabolism June 2009 - August 2011
Pennsylvania State University Iron Metabolism September 2008 - May 2009
Skills
Strategic Planning, Data Analysis, Cross-functional Team..., Analysis, Problem Solving, Project Management, Microsoft Office, Biotechnology, Healthcare, Business Planning, Project Planning, Strategy, Business Strategy, Management Consulting, Business Analysis, Research, Competitive Analysis, Budgets, Leadership, Management, Market Research, Training, Consulting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
MBA, Strategy, Execution, and Valuation
Penn State University 2005 — 2009
B.S, Biology; Nutrition
Centene Corporation August 2015 - Present
Discover Financial Services June 2015 - August 2015
AArete February 2015 - May 2015
GoHealth March 2014 - December 2014
Barrington Research Associates, Inc. April 2013 - November 2013
CME Group February 2013 - March 2013
Hirt International Investment Fund September 2012 - March 2013
Subei Marketing, LLC January 2010 - June 2011
Handong Corporation July 2008 - June 2009
Yongshen Hardware Corporation July 2007 - June 2008
Skills
VBA, FX trading, R/SAS, Bloomberg Terminal, SQL, Pivot Tables, VLOOKUP, Hadoop, Python, C++, Microsoft Excel, MS Access, Microsoft SQL Server, Hive, Apache Pig
Education
DePaul University 2011 — 2013
Master’s Degree, Computational Finance
College of Inernational Business, Shenyang Normal University 2006 — 2010
Bachelor’s Degree, International Marketing
Fort Hays State University 2006 — 2010
Associate’s Degree, Marketing
Walgreens April 2006 - Present
Freelance January 2015 - April 2015
Barrington Research Associates, Inc. April 2012 - August 2012
GE Healthcare 2003 - 2004
Skills
Pharmacists, Financial Modeling, Team Leadership, Management, Healthcare, Customer Service, Financial Analysis, US Equities, Inventory Management, Training, Workflow Management, Portfolio Management, Pharmacy Automation, Pharmacy, Microsoft Excel, Education, Healthcare Consulting, Negotiation, Problem Solving, Self-starter, Mentoring Of Staff, Stock Picking, Equity Valuation, Data Analysis, Specialty Pharma, Specialty Pharmaceutical
Education
DePaul University 2010 — 2012
Master of Business Administration (MBA), Finance, Investments, 3.7 focus GPA
Ferris State University 2002 — 2005
Pharm D, Pharmacy
Barrington Research Associates, Inc. January 1987 - Present
Skills
Equity Research, Investments, Financial Modeling, Hedge Funds, Capital Markets, Equities, Corporate Finance, Portfolio Management, Asset Management, Valuation, Mergers & Acquisitions, Asset Managment, Investment Banking, Equity Valuation, Economics, Trading, Investor Relations, Financial Analysis
Education
Northern Illinois University
Bachelor of Science, Economics
Credit Suisse June 2015 - Present
Wisconsin School of Business September 2013 - May 2015
MEMBERS Capital Advisors (CUNA Mutual Insurance) May 2014 - December 2014
Marquette Partners September 2009 - August 2013
Barrington Research Associates, Inc. May 2009 - August 2009
Skills
Trading, Commodity, Finance, Equities, Financial Markets, Proprietary Trading, Financial Modeling, Electronic Trading, Portfolio Management, Asset Management, Financial Analysis, Securities, Trading Strategies, Technical Analysis, Alternative Investments, Commodity Markets, Economics, Investments, Fundamental Analysis, Hedging, Bonds, Equity Research, Fixed Income
Education
University of Wisconsin-Madison
MBA Candidate at Hawk Center for Applied Security Analysis Program, Finance
Loyola University of Chicago 2005 — 2009
B.B.A., Finance
Duff & Phelps February 2015 - July 2015
Phi Kappa Psi Fraternity April 2014 - May 2015
Phi Kappa Psi Fraternity October 2012 - May 2015
Barrington Research Associates, Inc. March 2014 - August 2014
Gillson Beach June 2012 - August 2014
Skills
Microsoft Office, Financial Analysis, Leadership, Research, Public Speaking, Finance, Analysis, Valuation, Accounting, Investment Banking, Financial Modeling, Capital IQ, Social Networking
Education
Indiana University - Kelley School of Business 2012 — 2016
Finance, Accounting, Senior
New Trier High School 2009 — 2012
Tribune Publishing August 2014 - Present
Cogensia, a CAC Group Company April 2014 - July 2014
Cogensia, a CAC Group Company September 2013 - March 2014
CAC Group, Inc. June 2013 - August 2013
Political Science Department, DePaul University October 2011 - May 2013
Barrington Research Associates, Inc. June 2012 - November 2012
Applied International Portfolio Management Course, DePaul University September 2011 - March 2012
Skills
Financial Analysis, Data Analysis, Microsoft Office, Word, Excel, PowerPoint, SAS, C++, Bloomberg Terminal, SPSS, English, Mandarin, Cantonese, Windows, Mac OS X, Photoshop, Teamwork, Microsoft Excel, Team Leadership, Financial Modeling, Economics, Research
Education
DePaul University 2010 — 2013
Master, Computational Finance, 3.8
Sun Yat-Sen University 2006 — 2010
Bachelor of Science, Tourism Management, Class rank: Top 5%
Boeing September 2014 - Present
Boeing March 2012 - September 2014
Barrington Research Associates, Inc. November 2011 - June 2012
Sandbox Industries August 2011 - January 2012
Instituto del Progreso Latino October 2009 - August 2011
Modern Graham September 2007 - November 2009
HSBC November 2008 - October 2009
DePaul January 2008 - November 2008
Jackson National Life June 2007 - September 2007
Merrill Lynch June 2005 - September 2005
Skills
Financial Analysis, Investments, Financial Modeling, Corporate Finance, Strategy, Finance, Spanish, Portfolio Management, Leadership, Bloomberg, Risk Management, Valuation, Business Valuation, Program Management, Analysis, Equity Research, Venture Capital, Financial Forecasting, Due Diligence, Capital Markets, Accounting, Economics, Capital IQ, Audit, Auditing, Financial Markets, Teradata SQL, Tableau, Alteryx, CRM, Tealeaf, Adobe Analytics, Mergers, Business Strategy, Business Development, Project Management, Strategic Planning, Data Analysis, Forecasting, Process Improvement, Management
Education
Harvard University 2015 — 2016
Strategic Management Certificate
CFA Institute
Chartered Financial Analyst (CFA)
Stanford University 2012 — 2013
Strategic Decision and Risk Management (SDRM), Stanford Certified Project Manager (SCPM)
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2008
Master of Science, Finance
Graceland University 2002 — 2006
BA, Accounting and Economics
InterCall June 2015 - Present
Barrington Research Associates, Inc. April 2014 - August 2014
Gingrich Productions June 2013 - September 2013
Uloop May 2012 - August 2012
Steptoe & Johnson LLP August 2010 - August 2010
Skills
Blogging, Social Networking, Spanish, Social Media, Microsoft Office, Press Releases, Public Relations, Editing, Salesforce.com, Sales, Customer Service
Education
DePaul University
Bachelor’s Degree, Advertising/Public Relations, GPA: 3.1
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase March 2013 - June 2015
Barrington Research Associates, Inc. July 2012 - September 2012
The Ohio State University Student Investment Fund March 2012 - June 2012
State Teachers Retirement System of Ohio Project March 2012 - June 2012
JP Morgan Chase January 2011 - May 2011
Highway Coach January 2004 - June 2007
Self Employed January 2004 - May 2007
World Wakeboard Association Professional Tour January 2001 - December 2004
Skills
Finance, Valuation, Corporate Finance, Bloomberg, Financial Modeling, Microsoft Excel, Economics, Fixed Income, Derivatives, Data Analysis, Management, Strategy, Investments, Risk Management, VBA, Pivot Tables
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2012
Masters in Finance, Investment Management, 3.44
The Ohio State University Fisher College of Business 2007 — 2010
Bachlors of Sience in Business Administration, Finance, Economics
Merrill Lynch May 2015 - Present
Dougherty & Company LLC January 2015 - February 2015
DePaul University January 2014 - September 2014
CME Group January 2014 - March 2014
Tower Hill Trading September 2013 - October 2013
Barrington Research Associates, Inc. June 2013 - August 2013
DePaul University March 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Financial Analysis, Microsoft Word, Financial Reporting, Visual C++, Python, Programming, SAS, Stata, Equities, Valuation, Bloomberg Terminal, Finance, Analysis, Microsoft Office, Data Analysis, Bloomberg
Education
DePaul University 2012 — 2014
Master of Science in Computational Finance, 3.93/4.0
Nankai University 2008 — 2012
Bachelor of Economics, Finance, General, 3.43/4.0
Robert W. Baird & Co. September 2015 - Present
Barrington Research Associates, Inc. March 2009 - June 2011
ThinkEquity Partners July 2007 - December 2008
Bear Stearns April 2005 - December 2006
Skills
Event Management, CRM, Series 7, Management, Marketing, Investments, Equities, Hedge Funds
Education
Duke University 2000 — 2004
Bachelor of Arts (B.A.), History
Discover Financial Services September 2015 - Present
Wells Fargo July 2015 - August 2015
DePaul University June 2014 - November 2014
Barrington Research Associates, Inc. May 2014 - August 2014
DePaul University March 2014 - August 2014
Standard Chartered Bank May 2012 - August 2012
Ever Truth Fund Management Workshop May 2009 - May 2012
MassMutual Financial Group July 2011 - August 2011
China Galaxy Securities Co.Ltd. July 2010 - September 2010
China Securities CO., LTD. July 2009 - September 2009
Skills
Investments, Finance, Portfolio Management, Financial Analysis, Mutual Funds, Analysis, Economics, Investment Management, Microsoft Office, Derivatives, Risk Management, Trading, Investment Strategies, Asset Management, Wealth Management, Banking, Market Analysis, Alternative Investments, Venture Capital, Securities, C++, SAS, SQL, Python
Education
DePaul University 2013 — 2015
Master of Science (MS), Computational Finance, 4.0
Guangdong University of Technology 2008 — 2012
Bachelor's degree, Economics, 3.51
The University of Hong Kong 2011 — 2011
Exchange Student, Financial Analysis
Ocean Tomo January 2015 - Present
Ocean Tomo April 2013 - December 2014
DePaul University Department of Finance August 2012 - June 2013
Barrington Research Associates, Inc. October 2012 - March 2013
UBS Wealth Management December 2011 - August 2012
Green Light Midwest July 2011 - December 2011
Superior Mechanical Systems, Inc. December 2010 - July 2011
Superior Mechanical Systems, Inc. April 2010 - July 2011
Superior Mechanical Systems, Inc. August 2008 - July 2011
The Beverly Country Club April 1999 - August 2008
Skills
Equity Research Analysis, Equity Research, Modern Portfolio Theory, Financial Analysis, Fixed Income Analysis, Analysis, Research, Quantitative Analysis, Microsoft Office, Stata, Analytical Abilities, Customer Relations, AutoCAD, Proposal Creation, Financial Modeling, Data Analysis, Valuation, Bloomberg, Equity Valuation, Financial Statement...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2013
Master's Degree, Finance
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
MBA, Financial Analysis, Investment Management
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelors, Engineering
Brother Rice HS 2000 — 2004
Barrington Research Associates, Inc. October 2014 - Present
Noble Financial Group May 2007 - October 2014
Thompson Davis & Co. July 2002 - April 2007
Education
University of Richmond 1987 — 1991
Scranton Prep
Executive Hedge, Inc. September 2012 - Present
Barrington Research Associates, Inc. 2011 - August 2012
Barrington Research Associates, Inc. 2010 - August 2012
Education
St. Norbert College 1988 — 1992
B.B.A., Finance
Credit Suisse November 2012 - Present
Barrington Research Associates, Inc. November 2011 - November 2012
US Airways April 2010 - May 2011
US Airways April 2009 - April 2010
Columbia West Capital November 2008 - January 2009
Skills
Process Improvement, Process Engineering, Due Diligence, Risk Analysis, Financial Analysis, Financial Modeling, Valuation, Financial Accounting, Real Options, Team Building
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
MBA, Finance/Real Estate, 3.6
California State University, Fullerton - College of Business 2001 — 2005
BA, Business Administration, 3.8
CMT Level 3 Candidate
Barrington Research Associates, Inc.
Skills
Capital Markets, Due Diligence, Equities, Financial Analysis, Financial Modeling, Investments, Mergers, Portfolio Management, Valuation
Education
University of Illinois at Urbana-Champaign 1969 — 1972
MBA, Finance and Accountancy
University of Illinois at Urbana-Champaign 1969 — 1972
MBA, Finance and Accountancy
Barrington Research Associates, Inc. 2015 - Present
CFA Society of South Florida 2015 - Present
Noble Financial Capital Markets 2006 - 2015
Sterling Financial 2003 - 2005
U.S. Global Investors January 2002 - December 2003
Southwest Securities 1997 - 2001
Prime Charter 1994 - 1997
NatWest Securities (National Westminster Bank, now part of Royal Bank of Scotland) 1992 - 1994
Skills
Stock Picking, Financial Modeling, Financial Analysis, Investment Sales, Research, Strategic Analysis, Capital Raising..., Valuation, Due Diligence, Hedge Funds, Equity Valuation, Bloomberg, Venture Capital, Equities, Equity Capital Markets, Investment Banking, Equity Research, Finance, Banking, Securities, Capital Markets, Portfolio Management, Economics, Private Equity, Investments, Mergers & Acquisitions, Alternative Investments, Series 7, IPO, Analysis, Emerging Markets, Asset Management, Leadership, Investment Management, Investor Relations, Trading, Private Placements, Equity Trading, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Stockholm School of Economics 1991 — 1991
MBA exchange student, Business Strategy
Rutgers University-New Brunswick 1985 — 1988
BA, Economics
Emerson High School 1977 — 1983
High School, General Studies
Agamya Capital LLC September 2013 - June 2014
International Portfolio of DePaul University September 2013 - March 2014
Barrington Research Associates, Inc. June 2012 - November 2012
Industrial and Commercial Bank of China (ICBC) Financial Services LLC August 2010 - September 2010
GENPACT LLC August 2009 - September 2009
Skills
Bloomberg Terminal, Financial Analysis, Mandarin, Microsoft Office, Risk Management, Microsoft Excel, Market Research, Ulead VideoStudio, Corporate Finance, Valuation, Financial Modeling, Data Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Science (M.S.), Finance, 4.0
Dongbei University of Finance and Economics 2007 — 2011
Bachelor's degree, Business Management, 3.5
Blue Flame Thinking April 2013 - Present
PPC Associates July 2012 - April 2013
Fitch Ratings February 2001 - July 2012
Dancing Meatballs December 2008 - June 2009
Altrum Learning February 1999 - February 2001
Barrington Research Associates, Inc. November 1997 - February 1999
The Quarasan Group, Inc. November 1995 - October 1997
Skills
Editing, Newsletters, Publishing, Writing, Editors, Copy Editing, Proofreading, InDesign, Adobe Creative Suite, Grammar, Copywriting, AP Style, SEO, Research, Corporate Communications, Adobe Acrobat, New Media, Content Management, Digital Media, Web Content, Editorial, Content Development, Word, Microsoft Word, Microsoft Excel, MSN AdCenter, Google Adwords, Ap Style, Books, Creative Direction, Advertising, Blogging, Publications, Creative Writing, Text Editing, Journalism, Press Releases, Content Strategy
Education
Colorado State University 1992 — 1994
B.A., Liberal Arts, Social Sciences
University of Northern Colorado 1989 — 1991
Psychology
Barrington Research Associates, Inc. July 2011 - Present
Relocation Services International July 2009 - July 2011
Darby School of Languages August 2008 - June 2009
Bunches March 2005 - August 2008
Skills
Salesforce.com, Event Planning, Financial Services, Conference Coordination, Roadshows, Sales Operations, Event Management, MeetMax.com, Corporate Communications, Investor 1on1, Marketing, Investor Relations, Investor Field Trips, Sales, Social Media, Strategic Planning, Portfolio Management
Education
DePaul University
Public Communication / International Politics
FactSet October 2013 - Present
FactSet Research Systems April 2013 - October 2013
FactSet Research Systems June 2011 - October 2013
US Securities and Exchange Commission October 2010 - June 2011
Loyola University Chicago 2007 - 2011
Barrington Research Associates, Inc. May 2010 - September 2010
John Felice Rome Center School of English January 2010 - May 2010
FactSet Research Systems May 2008 - January 2010
Dogeared Jewels & Gifts 2006 - 2007
Skills
Fixed Income, Finance, CRM, Customer Service, FactSet, Microsoft Excel, Valuation, Sales, Analytics, Business Analysis
Education
Loyola University of Chicago 2007 — 2011
BBA - Cum Laude, Finance, Marketing, International Business
Morningstar Investment Management, Morningstar Associates, LLC August 2013 - Present
Chinese Finance Association of America May 2012 - Present
Kellstadt Finance Community May 2011 - September 2013
Morningstar July 2012 - July 2013
DePaul University Department of Finance March 2012 - June 2012
Barrington Research Associates, Inc. January 2011 - March 2012
MEB Options at Chicago Board Options Exchange August 2010 - June 2011
US-China Chamber of Commerce March 2010 - May 2010
Junior Achievement of Chicago February 2010 - May 2010
Illinois Senate Legislative Office (Senator Dan Kotowski, 33rd District) December 2009 - March 2010
Skills
Valuation, Equities, Financial Analysis, Financial Modeling, Derivatives, Research, Options, Capital Markets, Equity Research, Investments, Bloomberg, Finance, Bloomberg Terminal, Economics, Mandarin, Data Analysis, Analysis, Hedge Funds, Portfolio Management, Corporate Finance, Excel, Microsoft Excel, Mutual Funds, Trading, Mandarin Chinese, Quantitative Analytics, Financial Markets, Alternative Investments, Fixed Income, Cross-functional Team..., Industry Analysis, Private Equity, Competitive Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Master
Beijing Normal University 2005 — 2009
BS
Liberty Mutual Insurance January 2011 - Present
Barrington Research Associates, Inc. May 2009 - August 2010
Sacred Heart Schools February 2007 - May 2008
Sav-On Birminham Drugs May 2007 - June 2007
Education
Loyola University Chicago 2006 — 2010
BS, Mathematics
Barrington Research Associates, Inc. October 2011 - Present
Presbyterian Homes & Services July 2011 - October 2011
University of St. Thomas 2011 - 2011
UBS Global Asset Management September 2005 - July 2010
FAF Advisors June 2002 - September 2005
Patterns Consulting June 2001 - June 2002
CIBC World Markets July 1997 - May 2001
Deutsche Bank 1994 - 1997
Kemper Insurance 1991 - 1994
Skills
Bloomberg, Fixed Income, Alternative Investments, Risk Management, Equity Research, Analysis, Strategy, Mergers & Acquisitions, Venture Capital, Corporate Finance, Hedge Funds, Equity Valuation, Capital Markets, Management, Investment Banking, Private Equity, Derivatives, Investment Management, Investor Relations, Series 63, Equity Capital Markets, Trading, Options, Strategic Financial..., Investment Advisory, Investment Strategies, Business Valuation, Institutional..., Financial Markets, Chartered Financial..., IPO, Quantitative Analytics, Corporate Development, Financial Services, M&A experience
Education
University of Saint Thomas 2011 — 2011
University of Oxford 1999 — 1999
Yale University - Yale School of Management 1979 — 1981
MBA
Yale University Divinity School 1970 — 1974
M.Div.
DePauw University 1966 — 1970
BA
EY August 2015 - Present
S&P Capital IQ June 2014 - May 2015
S&P Capital IQ April 2014 - May 2014
Barrington Research Associates, Inc. January 2012 - March 2013
DePaul University January 2012 - April 2012
Financial Management Association International (FMA) December 2008 - May 2009
National Business Simulation (BUSIMU) Competition April 2008 - April 2009
China Guangfa Bank July 2008 - August 2008
Skills
Valuation, Bloomberg, Equity Research, Data Analysis, Microsoft Excel, Bloomberg Terminal, Finance, Financial Modeling, Financial Analysis, Matlab, Market Research, Banking, Management, Time Management, Team Leadership, Microsoft Office, Derivatives, Analysis, Teamwork, Portfolio Management, Investments, Mandarin, Business Analysis, Corporate Finance, Stata, Equities, Attention To Detail, Able To Multi-task, Organizing, Research, Financial Statement..., Investment Banking, Equity Valuation, Fixed Income, Capital IQ, Forecasting, Capital Markets, Due Diligence, Risk Management, Business Strategy, DCF, Excel, Quantitative Analytics, Hedge Funds
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master's Degree
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Master's Degree
Zhongnan University of Economics and Law 2006 — 2010
Bachelor's Degree
Marshall & Stevens, Inc. January 2015 - Present
Marshall & Stevens August 2012 - December 2014
Marshall & Stevens May 2012 - August 2012
DePaul Men's Lacrosse Club June 2010 - June 2012
Barrington Research Associates, Inc. August 2011 - November 2011
LawDocs January 2011 - August 2011
C&S Pizza April 2008 - September 2008
Skills
Budgeting, Microsoft Office, Financial Analysis, Equity Research, Microsoft Excel, Accounting, Financial Reporting, Budgets, Fixed Income, Financial Modeling, Analysis, Economics, Corporate Finance, Finance
Education
DePaul University 2008 — 2012
B.S., Economics and Finance
Standard & Poor's March 2015 - Present
Standard & Poor's July 2013 - March 2015
Michelle Applebaum Research July 2012 - January 2013
Barrington Research Associates, Inc. July 2011 - July 2012
AmeriCorps September 2010 - June 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Spreadsheets, Financial Modeling, Forecasting, Spanish, Research, Teamwork, Customer Service, Social Media, Market Research, Data Analysis, Social Media Marketing, Valuation, Equity Research
Education
DePaul University 2008 — 2012
Bachelor of Science (B.S.), Finance
AEP Energy March 2015 - Present
Sears Holdings Corporation February 2013 - February 2015
Barrington Research Associates, Inc. December 2011 - May 2012
Skills
Data Analysis, VBA, Microsoft Excel, Microsoft SQL Server, Access
Education
DePaul University 2011 — 2012
M.S., Finance
Southern Illinois University 2006 — 2010
B.S., Finance
Barrington Research Associates, Inc. May 2013 - December 2013
Center for Economic Progress January 2013 - April 2013
Beijing Bihehaiyue Investment Co.,Ltd July 2010 - October 2010
China Huarong Asset Management Corporation August 2009 - September 2009
Skills
Financial Analysis, Market Research, Analysis, Data Analysis, Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master, Finance
Capital University of Economics and Business 2006 — 2010
Bachelor, Statistics(Economic Analysis)
UBS Investment Bank July 2014 - July 2015
Barrington Research Associates, Inc. April 2013 - July 2013
Oppenheimer & Co. June 2011 - August 2011
UBS Wealth Management December 2010 - January 2011
Finance Department of the City of Boca Raton May 2010 - August 2010
Education
Tulane Universty
Master of Finance, Energy Specialization
Tulane University - A.B. Freeman School of Business
Bachelor of Science in Management, Finance & Management