Burkenroad Reports
Burkenroad Reports are widely circulated financial reports on small- to medium-sized companies around the Gulf Coast that are traditionally under-followed by bulge bracket stock analysts. Colloquially the Burkenroad-followed companies are referred to as "stocks under rocks". Publisher: Freeman School of Business at Tulane University First issue: 1993
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Burkenroad Reports Employees
GLG (Gerson Lehrman Group) June 2015 - August 2015
Burkenroad Reports January 2015 - May 2015
Sigma Chi Fraternity April 2014 - May 2015
Fresh Strategies Consulting Group May 2013 - August 2013
Model United Nations October 2011 - May 2013
Skills
Microsoft Office, Leadership, PowerPoint, Social Media Marketing, X_TRADER, Financial Markets, Eikon Trading Software, Communication, Problem Solving, Accounting, Financial Modeling, Research, Big Data Analytics
Education
Tulane University - A.B. Freeman School of Business 2012 — 2017
Bachelor of Science (B.S.) & Master of Accounting (MACCT), Finance with an energy specialization
Universidad de La Habana 2014 — 2014
The History of the Evolution of Cuban Nationalism and Cuban Culture and Society
Citrix January 2015 - Present
Citrix January 2011 - December 2014
ConocoPhillips June 2010 - August 2010
Deloitte January 2010 - March 2010
Chaffe & Associates, Inc. May 2009 - August 2009
Darwin Fenner Student-Managed Fund January 2009 - May 2009
Burkenroad Reports August 2008 - December 2008
Skills
Citrix, Consulting, Microsoft Excel, Virtualization, Xen, Valuation, VDI, vSphere, Active Directory, Networking, Financial Modeling, XenApp, XenDesktop, XenServer, Provisioning Services, Windows Server, Login VSI, Training, Teaching, Leadership, Scalability, Windows, Investments, Public Speaking, SQL, Blogging, Information Security
Education
Tulane University - A.B. Freeman School of Business
Master of Accounting
Tulane University - A.B. Freeman School of Business
BSM, Finance - Energy Specialization, Cum Laude
Burkenroad Reports August 2013 - December 2013
Tulane University Law School May 2012 - May 2013
PwC January 2013 - March 2013
Skills
Financial Modeling, PowerPoint, Microsoft Excel, Data Analysis, Economics, Equity Research, Microsoft Word, Access, Research, Auditing, Software Documentation, Microsoft Office, Financial Analysis, Social Media, Facebook, Corporate Finance, Finance
Education
Tulane University - A.B. Freeman School of Business 2009 — 2014
Bachelor's Degree, Finance
Tulane University - A.B. Freeman School of Business 2009 — 2014
Master's Degree, Accounting
Marist School 2005 — 2009
GENERAL HEATING & AIR CONDITIONING July 2014 - Present
General Heating & Air Conditioning April 2014 - June 2014
Insphere Insurance Solutions November 2013 - March 2014
Burkenroad Reports January 2013 - May 2013
Darwin Fenner Student Managed Fund January 2013 - May 2013
China Merchants Securities September 2011 - June 2012
Skills
Bloomberg Terminal, Data Analysis, Matlab, Excel models, X Trader, Thomson Reuters Terminal, Energy Specialization, Insurance, Healthcare, Life Insurance, Health Insurance, Disability Insurance, Analysis, Equities, Equity Research, Excel Models, Finance, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Portfolio Management, Trading, Valuation
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master of Finance, 3.74/4.00
Club Tennis September 2013 - Present
Burkenroad Reports November 2012 - Present
Tulane DECA September 2012 - Present
STAIR Tutoring Program September 2012 - May 2014
URJ Eisner Camp June 2012 - August 2013
Centaurus Financial, Inc.®: Mark Geschwind & Associates 2010 - 2012
Landau & Co, CPA December 2010 - April 2011
Skills
Accounting, Microsoft Excel, Finance, Sports Coaching, Event Planning, Financial Analysis, Investments, Tax, Budgets, QuickBooks, Team Leadership, Teaching
Education
Tulane University - A.B. Freeman School of Business 2012 — 2016
BSM, Accounting, Finance, and Legal Studies, Junior
Plainview- Old Bethpage John F. Kennedy High School 2009 — 2012
Tulane Law School August 2013 - Present
Snyder's-Lance, Inc. May 2015 - August 2015
Burkenroad Reports August 2014 - December 2014
Tulane University February 2014 - September 2014
Panera Bread 2010 - 2013
Organizing for America June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Access, Facebook, Spanish
Education
Tulane University - A.B. Freeman School of Business 2012 — 2016
Bachelor of Science in Management, Finance & Accouting
Burkenroad Reports August 2015 - Present
Golden Road Tutors September 2013 - Present
Macquarie Group June 2015 - August 2015
Darwin Fenner Student Managed Fund January 2015 - May 2015
Camp Baco 2011 - 2014
Skills
Music, Entrepreneurship, Marketing, Organization, Personnel Management, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Social Networking, Social Media, QuickBooks, Social Media Marketing, Facebook, Presentation Skills, Financial Analysis
Education
Tulane University - A.B. Freeman School of Business 2012 — 2015
Bachelor of Science Management (B.S.M.) and Bachelor of Science (B.S.), Finance and Economics, Senior
Pascack Hills High School 2008 — 2012
EY August 2015 - Present
Darwin Fenner Student Managed Fund January 2015 - May 2015
FPL Capital Management June 2014 - December 2014
EY January 2014 - March 2014
Burkenroad Reports August 2013 - December 2013
SL Green Realty Corp. June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Marketing, Management, PowerPoint, Public Speaking, Financial Analysis, Financial Reporting, Financial Modeling, Planning Budgeting &..., Microsoft Office, Sales, Access, Outlook, Accounting, Finance, Social Media, Analysis
Education
Tulane University - A.B. Freeman School of Business 2010 — 2015
Master's degree, Accounting
Tulane University - A.B. Freeman School of Business 2010 — 2015
Bachelor of Science in Management, Finance
Princeton High School 2006 — 2010
High School
INTL FCStone Inc. November 2014 - Present
TMC Bonds June 2012 - November 2014
Burkenroad Reports August 2011 - December 2011
PNT Financial May 2011 - August 2011
Skills
Electronic Trading, Municipal Bonds, Equity Research, Microsoft Excel, Bloomberg Terminal, Interest Rate..., Fixed Income, Series 7, Series 63, Wind, Bloomberg, Financial Modeling, Bonds, Capital Markets, Valuation, Equities, Trading, Securities
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
BSM, Finance
Barrington High School 2004 — 2008
Allegeant, LLC September 2013 - Present
PWC September 2012 - July 2013
Burkenroad Reports August 2011 - November 2011
Allegeant May 2009 - August 2011
Skills
Financial Analysis, Financial Modeling, Valuation, Financial Reporting, Economics, Bloomberg, Business Valuation, Capital IQ, Corporate Finance, Due Diligence, Accounting, Bloomberg Terminal, Finance, Healthcare Consulting, Employee Wellness..., Benefit Plan..., Microsoft Excel, PowerPoint, Business Development, Sales, Management
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
BSM, Finance with energy concentration
St. Andrew's School 2004 — 2008
Aptify April 2015 - Present
Aptify June 2013 - March 2015
JFK CAPITAL ADVISORS, LLC, an Investment Management Company February 2013 - May 2013
Tulane University January 2012 - February 2013
Indian Overseas Bank May 2012 - July 2012
Burkenroad Reports January 2012 - May 2012
Infosys June 2010 - June 2011
Infosys July 2007 - May 2010
Skills
Equity Research, Financial Modeling, Business Analysis, Financial Analysis, Corporate Finance, Bloomberg, Data Analysis, Valuation, R, Microsoft Excel, VBA, Teradata, C++, Microsoft Office, Testing, Banking, SQL, Project Management, Business Process
Education
Tulane University - A.B. Freeman School of Business 2011 — 2013
MBA, Finance
Anna University 2003 — 2007
Bachelor of Engineering, Electronics and Communications Engineering
Chinmaya Vidyalaya 2001 — 2003
High School, Science
Seventh Day Adventist 1999 — 2001
Middle school, Science
Nicholas Hoffman & Company August 2013 - Present
Burkenroad Reports August 2012 - December 2012
UBS Wealth Management May 2012 - August 2012
Cohn & Wolfe June 2011 - August 2011
Skills
Microsoft Excel, Research, Accounting, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Investments, Customer Service, Teamwork, Public Speaking, English, Time Management
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science in Management, Finance, General
Woodward Academy 2005 — 2009
State Street July 2013 - Present
Capital One June 2008 - 2013
Capital One June 2005 - June 2008
Capital One June 2003 - June 2005
Capital One January 2002 - June 2003
Capital One July 2000 - January 2002
Burkenroad Reports March 1999 - May 2000
Merrill Lynch May 1999 - September 1999
Sinochem June 1995 - June 1998
Skills
Valuation, Capital Markets, Fixed Income, Financial Modeling, Portfolio Management, Financial Analysis, Treasury Management, Corporate Finance, Securitization, Financial Risk, Bloomberg, Risk Management, Banking, Derivatives, Financial Services, Market Risk, Equities
Education
Tulane University - A.B. Freeman School of Business 1998 — 2000
MBA, Finance
University of International Business and Economics 1991 — 1995
BS, International Trade
Kimberly-Clark August 2015 - Present
Self-Employed September 2014 - August 2015
Advancing Language Skills February 2014 - July 2014
Kimberly-Clark December 2009 - January 2014
Ernst & Young September 2008 - December 2009
Ernst & Young January 2008 - March 2008
The Receivables Exchange (of the New Orleans Exchange) July 2007 - December 2007
Burkenroad Reports August 2006 - December 2006
Skills
Accounting, Auditing, Analysis, Process Improvement, Internal Controls, Sarbanes-Oxley, Project Management, Financial Analysis, Microsoft Excel, Project Planning, Leadership, International, Financial Accounting, General Ledger, Microsoft Office, Outlook, Audit Command Language, CPA, External Audit, SAP, Financial Audits, Lean Manufacturing, Lean Six Sigma, Six Sigma, Manufacturing, Consumer Package Goods, TeamMate, BlackLine, Sarbanes-Oxley Act, QuickBooks
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
Masters, Accounting
Tulane University - A.B. Freeman School of Business 2003 — 2007
BSM, Finance
Global Hunter Securities January 2015 - Present
Stout Risius Ross 2012 - January 2015
Pritchard Capital Partners March 2012 - July 2012
First National Bank June 2011 - August 2011
Pestcoe, Schwede and Associates, LLC September 2010 - February 2011
Burkenroad Reports September 2010 - December 2010
Skills
Financial Modeling, Valuation, Microsoft Excel, Financial Analysis, Finance, Equities, Equity Research, Microsoft Office, Investments, Corporate Finance, PowerPoint
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
MFIN, Finance, Energy Specialization
Tulane University - A.B. Freeman School of Business 2006 — 2010
BSM, Finance, Legal Studies in Business