Investment Banking Institute - iBanking.com
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Investment Banking Institute - iBanking.com Employees
Employee
Years
Job
Industry
Ashray Jha Ashray Jha's Investment Banking Institute - iBanking.com Experience June 2015 - July 2015
Job Operations and Services Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Investment Banking Institute - iBanking.com June 2015 - July 2015
RFSIGINT INC. May 2013 - January 2015
Citi June 2013 - August 2013
Waksman Institute September 2009 - June 2010
Skills
Matlab, Microsoft Office, Research, Management, Gel Electrophoresis, Analysis, Biomedical Engineering, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Leadership, Teamwork, C++, Data Analysis, Customer Service, Social Media, Marketing, Business Strategy, Market Research
Education
University of Pennsylvania - The Wharton School 2015 — 2015
Certificate, Introduction to Marketing, 86%
University of Pennsylvania - The Wharton School 2015 — 2015
Certificate, Introduction to Financial Accounting, 85.2%
University of Virginia 2015 — 2015
Certificate, Business Strategy, 87%
The College of New Jersey 2010 — 2014
B.S degree, Biomedical/Medical Engineering
east brunswick high
Fidelity Investments September 2015 - Present
Investment Banking Institute - iBanking.com June 2015 - July 2015
RFSIGINT INC. May 2013 - January 2015
Citi June 2013 - August 2013
Waksman Institute September 2009 - June 2010
Skills
Matlab, Microsoft Office, Research, Management, Gel Electrophoresis, Analysis, Biomedical Engineering, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Leadership, Teamwork, C++, Data Analysis, Customer Service, Social Media, Marketing, Business Strategy, Market Research
Education
University of Pennsylvania - The Wharton School 2015 — 2015
Certificate, Introduction to Marketing, 86%
University of Pennsylvania - The Wharton School 2015 — 2015
Certificate, Introduction to Financial Accounting, 85.2%
University of Virginia 2015 — 2015
Certificate, Business Strategy, 87%
The College of New Jersey 2010 — 2014
B.S degree, Biomedical/Medical Engineering
east brunswick high
Jaslin Singh Jaslin Singh's Investment Banking Institute - iBanking.com Experience July 2015 - August 2015
Job Head of Cash Management at Dean & DeLuca
Industry Financial Services
Experience
Dean & DeLuca September 2014 - Present
Dean & DeLuca September 2014 - Present
Investment Banking Institute - iBanking.com July 2015 - August 2015
Red Tag July 2014 - September 2014
Cosmopolitan Magazine April 2014 - May 2014
Skills
Cash Handling, Customer Service, Social Media Marketing, Administration, Management, Computers, Administering, Microsoft Office, Microsoft Excel, PowerPoint, Leadership, Teamwork, Accounting, Time Management, Research
Education
Delhi University 2010 — 2013
Bachelor of Commerce (BCom), honours
Gargi College
B.Com (honours), finance
Dean & DeLuca September 2014 - Present
Dean & DeLuca September 2014 - Present
Investment Banking Institute - iBanking.com July 2015 - August 2015
Red Tag July 2014 - September 2014
Cosmopolitan Magazine April 2014 - May 2014
Skills
Cash Handling, Customer Service, Social Media Marketing, Administration, Management, Computers, Administering, Microsoft Office, Microsoft Excel, PowerPoint, Leadership, Teamwork, Accounting, Time Management, Research
Education
Delhi University 2010 — 2013
Bachelor of Commerce (BCom), honours
Gargi College
B.Com (honours), finance
Donald W. Grant Donald W. Grant's Investment Banking Institute - iBanking.com Experience June 2015 - June 2015
Job Private Equity Fall Analyst at Leonidas Capital Partners / M.S. Investment Management Candidate
Industry Investment Management
Experience
Leonidas Capital Partners September 2015 - Present
Fox School of Business at Temple University March 2013 - Present
Investment Banking Institute - iBanking.com June 2015 - June 2015
Lincoln Financial Advisors May 2014 - April 2015
United States Air Force August 2006 - September 2012
Skills
Financial Modeling, Financial Analysis, Valuation, DCF Valuation, Leadership, Team Leadership, Finance, Microsoft Excel, Microsoft Word, PowerPoint, Presentations, Microsoft Office, Bloomberg Terminal, Data Analysis, Intelligence, Air Force, Military, Military Experience, Intelligence Analysis, Command, Security Clearance, Information Assurance, National Security, DoD, Special Operations, Intelligence Community, Tactics, SIGINT, Analysis, Public Speaking, Teamwork
Education
Temple University - Fox School of Business and Management 2015 — 2016
Master of Science (M.S.), Investment Management
Temple University - Fox School of Business and Management 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Senior, 3.83 GPA
Community College of the Air Force 2006 — 2011
Associate of Science (A.S.), Intelligence Studies and Technology
Central High School of Philadelphia 1999 — 2003
Leonidas Capital Partners September 2015 - Present
Fox School of Business at Temple University March 2013 - Present
Investment Banking Institute - iBanking.com June 2015 - June 2015
Lincoln Financial Advisors May 2014 - April 2015
United States Air Force August 2006 - September 2012
Skills
Financial Modeling, Financial Analysis, Valuation, DCF Valuation, Leadership, Team Leadership, Finance, Microsoft Excel, Microsoft Word, PowerPoint, Presentations, Microsoft Office, Bloomberg Terminal, Data Analysis, Intelligence, Air Force, Military, Military Experience, Intelligence Analysis, Command, Security Clearance, Information Assurance, National Security, DoD, Special Operations, Intelligence Community, Tactics, SIGINT, Analysis, Public Speaking, Teamwork
Education
Temple University - Fox School of Business and Management 2015 — 2016
Master of Science (M.S.), Investment Management
Temple University - Fox School of Business and Management 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Senior, 3.83 GPA
Community College of the Air Force 2006 — 2011
Associate of Science (A.S.), Intelligence Studies and Technology
Central High School of Philadelphia 1999 — 2003
James Ju's Investment Banking Institute - iBanking.com Experience June 2014 - June 2014
Job Investment Banking at Dominick & Dickerman LLC
Industry Investment Banking
Experience
Dominick & Dickerman LLC September 2015 - Present
Nymex Capital, LLC June 2015 - August 2015
National Securities Corporation June 2014 - August 2014
Investment Banking Institute - iBanking.com June 2014 - June 2014
HSBC Private Bank July 2013 - August 2013
Skills
Microsoft Excel, Research, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Financial Analysis, Financial Modeling, Strategic Planning, Statistics, HTML, Windows, Teaching, Finance, Valuation
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Master of Science (MS), Financial Risk Management
University of Rochester 2011 — 2015
Bachelor of Arts and Bachelor of Science, Financial Economics and Applied Math, 3.72
Suzhou High School, Jiangsu, China 2008 — 2011
Dominick & Dickerman LLC September 2015 - Present
Nymex Capital, LLC June 2015 - August 2015
National Securities Corporation June 2014 - August 2014
Investment Banking Institute - iBanking.com June 2014 - June 2014
HSBC Private Bank July 2013 - August 2013
Skills
Microsoft Excel, Research, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Financial Analysis, Financial Modeling, Strategic Planning, Statistics, HTML, Windows, Teaching, Finance, Valuation
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Master of Science (MS), Financial Risk Management
University of Rochester 2011 — 2015
Bachelor of Arts and Bachelor of Science, Financial Economics and Applied Math, 3.72
Suzhou High School, Jiangsu, China 2008 — 2011
Shuyu Wang's Investment Banking Institute - iBanking.com Experience June 2014 - July 2014
Job Investment Banking Analyst at Morgen Evan Advisory Services, Ltd.
Industry Investment Management
Experience
Morgen Evan Advisory Services, Ltd. May 2015 - Present
KBG Fund Group September 2014 - April 2015
Charney Research August 2014 - April 2015
Investment Banking Institute - iBanking.com June 2014 - July 2014
China Optoelectronics and Innovation Technology Fund May 2013 - August 2013
Skills
Valuation, Financial Modeling, PowerPoint, Microsoft Excel, Financial Analysis, Corporate Finance, Presentations, Investments, Investment Banking, Research, Politics, Public Policy, Foreign Policy, Economics, Translation, Policy Analysis, Qualitative Research, International..., Public Speaking, Community Outreach, International Relations, Microsoft Office
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master's degree, International Politics and Business, 3.95
New York University 2013 — 2015
Master's degree, International Politics and Business, 3.93
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Arts (B.A.), Political Science, 3.97
Morgen Evan Advisory Services, Ltd. May 2015 - Present
KBG Fund Group September 2014 - April 2015
Charney Research August 2014 - April 2015
Investment Banking Institute - iBanking.com June 2014 - July 2014
China Optoelectronics and Innovation Technology Fund May 2013 - August 2013
Skills
Valuation, Financial Modeling, PowerPoint, Microsoft Excel, Financial Analysis, Corporate Finance, Presentations, Investments, Investment Banking, Research, Politics, Public Policy, Foreign Policy, Economics, Translation, Policy Analysis, Qualitative Research, International..., Public Speaking, Community Outreach, International Relations, Microsoft Office
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master's degree, International Politics and Business, 3.95
New York University 2013 — 2015
Master's degree, International Politics and Business, 3.93
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Arts (B.A.), Political Science, 3.97
Victoria Riggs Victoria Riggs's Investment Banking Institute - iBanking.com Experience June 2012 - July 2012
Job Accounting & Finance Professional CPA candidate
Industry Accounting
Experience
Mayne, Blumstein & Fingold CPA's October 2014 - Present
Kings Point Auto August 2013 - September 2014
Quadlogic Controls Corp. January 2013 - August 2013
Investment Banking Institute - iBanking.com June 2012 - July 2012
VICTORIA ICE CREAM October 2003 - January 2006
Skills
Income Tax, Business Development, Financial Analysis, Tax, Forecasting, Budgets, Small Business, Accounting, Business Planning, Finance, Income Statement, Due Diligence, Strategic Financial..., Auditing, Financial Statements, Financial Accounting, Financial Modeling, Sarbanes-Oxley Act, Entrepreneurship, Financial Audits, Invoicing, Account Reconciliation, Internal Controls, Cash Flow, Internal Audit, GAAP, General Ledger, Analysis, Cash Management, QuickBooks, P&L, Investments, Corporate Finance, Valuation, Journal Entries
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Accounting / Finance
Odessa State University 1990 — 1995
Bachelor of Arts, Russian Language & Literature
Mayne, Blumstein & Fingold CPA's October 2014 - Present
Kings Point Auto August 2013 - September 2014
Quadlogic Controls Corp. January 2013 - August 2013
Investment Banking Institute - iBanking.com June 2012 - July 2012
VICTORIA ICE CREAM October 2003 - January 2006
Skills
Income Tax, Business Development, Financial Analysis, Tax, Forecasting, Budgets, Small Business, Accounting, Business Planning, Finance, Income Statement, Due Diligence, Strategic Financial..., Auditing, Financial Statements, Financial Accounting, Financial Modeling, Sarbanes-Oxley Act, Entrepreneurship, Financial Audits, Invoicing, Account Reconciliation, Internal Controls, Cash Flow, Internal Audit, GAAP, General Ledger, Analysis, Cash Management, QuickBooks, P&L, Investments, Corporate Finance, Valuation, Journal Entries
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Accounting / Finance
Odessa State University 1990 — 1995
Bachelor of Arts, Russian Language & Literature
Joseph Gottesman Joseph Gottesman's Investment Banking Institute - iBanking.com Experience June 2015 - June 2015
Job Investment Banking
Industry Financial Services
Experience
Brooks, Houghton & Company, Inc. July 2015 - Present
Investment Banking Institute - iBanking.com June 2015 - June 2015
The New York Times March 2015 - May 2015
ADT July 2012 - May 2014
ADT Security Services June 2010 - July 2012
Ryder System, Inc. August 2008 - June 2010
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Financial Analysis, Debt & Equity Financing, Capital Markets, Financial Statement..., DCF Valuation, Corporate Finance, Financial Reporting, Due Diligence, Corporate Budgeting, Hyperion Enterprise, Forecasting, Variance Analysis, Sarbanes-Oxley Act, Capital Budgeting, Essbase, Project Finance, Accounting, Data Analysis, Internal Audit, Internal Controls
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
Master of Business Administration (MBA), Corporate Finance, Accounting, and Financial Instruments & Markets.
Florida Atlantic University 2006 — 2008
Master, Accounting
Florida State University 1999 — 2003
Bachelor of Arts, Finance & Multinational Business
Brooks, Houghton & Company, Inc. July 2015 - Present
Investment Banking Institute - iBanking.com June 2015 - June 2015
The New York Times March 2015 - May 2015
ADT July 2012 - May 2014
ADT Security Services June 2010 - July 2012
Ryder System, Inc. August 2008 - June 2010
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Financial Analysis, Debt & Equity Financing, Capital Markets, Financial Statement..., DCF Valuation, Corporate Finance, Financial Reporting, Due Diligence, Corporate Budgeting, Hyperion Enterprise, Forecasting, Variance Analysis, Sarbanes-Oxley Act, Capital Budgeting, Essbase, Project Finance, Accounting, Data Analysis, Internal Audit, Internal Controls
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
Master of Business Administration (MBA), Corporate Finance, Accounting, and Financial Instruments & Markets.
Florida Atlantic University 2006 — 2008
Master, Accounting
Florida State University 1999 — 2003
Bachelor of Arts, Finance & Multinational Business
Zach Lessen Zach Lessen's Investment Banking Institute - iBanking.com Experience July 2015 - August 2015
Job Intern at Investment Banking Institute
Industry Financial Services
Experience
Investment Banking Institute - iBanking.com July 2015 - August 2015
First Financial Group, LLC June 2015 - July 2015
Sportime June 2012 - June 2014
North American Partners in Anesthesia June 2013 - July 2013
Skills
Microsoft Excel, PowerPoint, Research, Leadership, Valuation, Financial Analysis, Insurance, Sales, Investment Banking, Financial Modeling, Investment Management
Education
University of Pennsylvania 2012 — 2016
Economics, Senior
Investment Banking Institute - iBanking.com July 2015 - August 2015
First Financial Group, LLC June 2015 - July 2015
Sportime June 2012 - June 2014
North American Partners in Anesthesia June 2013 - July 2013
Skills
Microsoft Excel, PowerPoint, Research, Leadership, Valuation, Financial Analysis, Insurance, Sales, Investment Banking, Financial Modeling, Investment Management
Education
University of Pennsylvania 2012 — 2016
Economics, Senior
Nicholas Raguseo's Investment Banking Institute - iBanking.com Experience June 2015 - July 2015
Job Business Analyst at Jefferies
Industry Financial Services
Experience
Jefferies May 2015 - Present
Student Managed Investment Fund January 2015 - Present
Investment Banking Institute - iBanking.com June 2015 - July 2015
ConvergEx Group June 2014 - December 2014
Stevens Institute of Technology September 2013 - December 2014
Education
Stevens Institute of Technology 2015 — 2016
Master of Science (M.S.), Finance
Stevens Institute of Technology 2011 — 2015
Bachelors Degree, Business and Technology
Jefferies May 2015 - Present
Student Managed Investment Fund January 2015 - Present
Investment Banking Institute - iBanking.com June 2015 - July 2015
ConvergEx Group June 2014 - December 2014
Stevens Institute of Technology September 2013 - December 2014
Education
Stevens Institute of Technology 2015 — 2016
Master of Science (M.S.), Finance
Stevens Institute of Technology 2011 — 2015
Bachelors Degree, Business and Technology
Derek Su Derek Su's Investment Banking Institute - iBanking.com Experience July 2015 - Present
Job MBA & MS | Actively Seeking Opportunities in Financial Services Industry
Industry Financial Services
Experience
Investment Banking Institute - iBanking.com July 2015 - Present
Yang Ming Marine Transport Corp. (Yang Ming America Corp.) September 2011 - September 2014
Yang Ming Marine Transport Corp. July 2008 - September 2011
Yang Ming Marine Transport Corp. July 2007 - June 2008
Skills
Financial Modeling, Forecasting, Management, Analysis, Equity Valuation, Finance, Organization &..., Analytical Skills, Financial Statement..., Strategic Planning, Corporate Finance, Portfolio Management, Pricing Strategy, Planning Budgeting &..., Game Theory, Computer Skills:..., Financial Analysis
Education
Investment Banking Institute
Financial Modeling and Valuation Training Program
Baruch College, City University of New York (CUNY) 2012 — 2013
MSc, Accounting and Finance, GPA: 3.87
Tamkang University 2002 — 2004
MBA, International Business, GPA: 4.0
Soochow University 1998 — 2002
Bachelor of Business Administration (BBA), GPA: 3.9 (Summa Cum Laude)
Investment Banking Institute - iBanking.com July 2015 - Present
Yang Ming Marine Transport Corp. (Yang Ming America Corp.) September 2011 - September 2014
Yang Ming Marine Transport Corp. July 2008 - September 2011
Yang Ming Marine Transport Corp. July 2007 - June 2008
Skills
Financial Modeling, Forecasting, Management, Analysis, Equity Valuation, Finance, Organization &..., Analytical Skills, Financial Statement..., Strategic Planning, Corporate Finance, Portfolio Management, Pricing Strategy, Planning Budgeting &..., Game Theory, Computer Skills:..., Financial Analysis
Education
Investment Banking Institute
Financial Modeling and Valuation Training Program
Baruch College, City University of New York (CUNY) 2012 — 2013
MSc, Accounting and Finance, GPA: 3.87
Tamkang University 2002 — 2004
MBA, International Business, GPA: 4.0
Soochow University 1998 — 2002
Bachelor of Business Administration (BBA), GPA: 3.9 (Summa Cum Laude)
Brandon Heck's Investment Banking Institute - iBanking.com Experience June 2015 - August 2015
Job Private Equity Analyst at Leonidas Capital/Investment Banking Institute Student
Industry Investment Banking
Experience
Fox School of Business at Temple University April 2015 - Present
IMA Institute of Management Accountants April 2015 - Present
Leonidas Capital Partners August 2015 - Present
Investment Banking Institute - iBanking.com June 2015 - August 2015
J.P. Morgan May 2015 - August 2015
Fox School of Business at Temple University February 2015 - August 2015
Fox School of Business at Temple University January 2015 - June 2015
TD Bank May 2014 - December 2014
Philadelphia Insurance Companies May 2013 - August 2013
Skills
Leadership, Microsoft Excel, Motivational Speaking, Banking, Accounting, Financial Modeling, Bloomberg Terminal, Public Speaking, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Windows, Outlook, Research, Presentations, Sales, Equities
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Accounting, Senior
Fox School of Business at Temple University April 2015 - Present
IMA Institute of Management Accountants April 2015 - Present
Leonidas Capital Partners August 2015 - Present
Investment Banking Institute - iBanking.com June 2015 - August 2015
J.P. Morgan May 2015 - August 2015
Fox School of Business at Temple University February 2015 - August 2015
Fox School of Business at Temple University January 2015 - June 2015
TD Bank May 2014 - December 2014
Philadelphia Insurance Companies May 2013 - August 2013
Skills
Leadership, Microsoft Excel, Motivational Speaking, Banking, Accounting, Financial Modeling, Bloomberg Terminal, Public Speaking, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Windows, Outlook, Research, Presentations, Sales, Equities
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Accounting, Senior
Mohammad Kailani's Investment Banking Institute - iBanking.com Experience March 2013 - April 2013
Job Graduate Student at University of Texas at Dallas
Industry Financial Services
Experience
Investment Banking Institute - iBanking.com March 2013 - April 2013
Skills
Financial Modeling, Valuation, Microsoft Office, Microsoft Excel, Financial Statement..., Financial Forecasting, Sensitivity Analysis, Bloomberg, Corporate Finance, Finance
Education
The University of Texas at Dallas 2014 — 2016
Master’s Degree, Finance, General, 3.6
The University of Jordan 2008 — 2012
Bachelor’s Degree, Finance, General
Investment Banking Institute - iBanking.com March 2013 - April 2013
Skills
Financial Modeling, Valuation, Microsoft Office, Microsoft Excel, Financial Statement..., Financial Forecasting, Sensitivity Analysis, Bloomberg, Corporate Finance, Finance
Education
The University of Texas at Dallas 2014 — 2016
Master’s Degree, Finance, General, 3.6
The University of Jordan 2008 — 2012
Bachelor’s Degree, Finance, General
Nathan Yoon's Investment Banking Institute - iBanking.com Experience June 2015 - July 2015
Job Student
Industry Financial Services
Experience
LG CNS Co., Ltd. June 2015 - August 2015
Investment Banking Institute - iBanking.com June 2015 - July 2015
Skills
Microsoft Office, Public Speaking, Leadership, Microsoft Word, Customer Service, Investment Banking, Management, Trading, PowerPoint, Research, Project Management, HTML, Market Analysis, Microsoft Excel, Valuation
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2018
Bachelor’s Degree, Economics
Scarsdale Senior High School 2010 — 2014
High School
Carnegie Mellon University
LG CNS Co., Ltd. June 2015 - August 2015
Investment Banking Institute - iBanking.com June 2015 - July 2015
Skills
Microsoft Office, Public Speaking, Leadership, Microsoft Word, Customer Service, Investment Banking, Management, Trading, PowerPoint, Research, Project Management, HTML, Market Analysis, Microsoft Excel, Valuation
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2018
Bachelor’s Degree, Economics
Scarsdale Senior High School 2010 — 2014
High School
Carnegie Mellon University
Anthony Scarcella's Investment Banking Institute - iBanking.com Experience June 2015 - Present
Job Student at Colgate University
Industry
Experience
Investment Banking Institute - iBanking.com June 2015 - Present
Budget Allocation Committee May 2015 - Present
Mock Trial April 2015 - Present
All Good Things January 2014 - Present
Wykagyl Country Club June 2013 - Present
General Assembly January 2015 - January 2015
Fenway Golf Club April 2014 - June 2014
Scarsdale Varsity Golf Team March 2014 - June 2014
Peer Leadership August 2012 - June 2014
Skills
Microsoft Office, PowerPoint, Microsoft Word, Leadership, Public Speaking, Social Media, Teamwork
Education
Colgate University 2014 — 2018
Bachelor of Arts (BA), Economics
Scarsdale High School 2010 — 2014
Investment Banking Institute - iBanking.com June 2015 - Present
Budget Allocation Committee May 2015 - Present
Mock Trial April 2015 - Present
All Good Things January 2014 - Present
Wykagyl Country Club June 2013 - Present
General Assembly January 2015 - January 2015
Fenway Golf Club April 2014 - June 2014
Scarsdale Varsity Golf Team March 2014 - June 2014
Peer Leadership August 2012 - June 2014
Skills
Microsoft Office, PowerPoint, Microsoft Word, Leadership, Public Speaking, Social Media, Teamwork
Education
Colgate University 2014 — 2018
Bachelor of Arts (BA), Economics
Scarsdale High School 2010 — 2014
Octavio Fierros's Investment Banking Institute - iBanking.com Experience April 2015 - April 2015
Job Asset Management
Industry Financial Services
Experience
Bainbridge Capital March 2015 - June 2015
Investment Banking Institute - iBanking.com April 2015 - April 2015
Pepperdine University August 2013 - August 2014
Pepperdine University May 2013 - May 2014
Pepperdine University January 2012 - January 2014
JM Eagle June 2013 - August 2013
Skills
Financial Modeling, Sales, CRM, Microsoft Excel, Alternative Investments, Financial Analysis, Portfolio Management, Programming, Equities, Fixed Income
Education
Pepperdine University 2011 — 2014
Bachelor of Science, Finance (Marketing Minor)
Bainbridge Capital March 2015 - June 2015
Investment Banking Institute - iBanking.com April 2015 - April 2015
Pepperdine University August 2013 - August 2014
Pepperdine University May 2013 - May 2014
Pepperdine University January 2012 - January 2014
JM Eagle June 2013 - August 2013
Skills
Financial Modeling, Sales, CRM, Microsoft Excel, Alternative Investments, Financial Analysis, Portfolio Management, Programming, Equities, Fixed Income
Education
Pepperdine University 2011 — 2014
Bachelor of Science, Finance (Marketing Minor)
Zhou (Eric) Lu's Investment Banking Institute - iBanking.com Experience March 2015 - June 2015
Job Summer Analyst at Black Legend Capital
Industry Investment Banking
Experience
Black Legend Capital June 2015 - Present
VENEGAS CAPITAL LLC March 2015 - June 2015
Investment Banking Institute - iBanking.com March 2015 - June 2015
Bank of Tianjin Co., Ltd., Shanghai Sub-branch June 2014 - September 2014
Stone Capital (Shanghai) Co., Ltd. June 2013 - August 2013
Skills
Investment Banking, Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Microsoft Word, PowerPoint, C++, Research, Accounting, Investments, Private Equity, Economics, Banking, Problem Solving, Stock Trading, Python, Management, Mergers & Acquisitions, Mathematical Modeling, Project Management, Market Research, Analysis, M&A Advisory, Leveraged Buyouts
Education
University of California, Los Angeles 2014 — 2016
Bachelor’s Degree, Applied Mathematics, Specialization in Computing, Minor in Accounting, GPA: 3.81 / 4.0
University of California, Santa Barbara 2012 — 2014
Mathematics (College of Creative Studies), Economics (College of Letter and Science), GPA: 3.94 / 4.0
Black Legend Capital June 2015 - Present
VENEGAS CAPITAL LLC March 2015 - June 2015
Investment Banking Institute - iBanking.com March 2015 - June 2015
Bank of Tianjin Co., Ltd., Shanghai Sub-branch June 2014 - September 2014
Stone Capital (Shanghai) Co., Ltd. June 2013 - August 2013
Skills
Investment Banking, Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Microsoft Word, PowerPoint, C++, Research, Accounting, Investments, Private Equity, Economics, Banking, Problem Solving, Stock Trading, Python, Management, Mergers & Acquisitions, Mathematical Modeling, Project Management, Market Research, Analysis, M&A Advisory, Leveraged Buyouts
Education
University of California, Los Angeles 2014 — 2016
Bachelor’s Degree, Applied Mathematics, Specialization in Computing, Minor in Accounting, GPA: 3.81 / 4.0
University of California, Santa Barbara 2012 — 2014
Mathematics (College of Creative Studies), Economics (College of Letter and Science), GPA: 3.94 / 4.0
Kedar Jambhekar's Investment Banking Institute - iBanking.com Experience February 2015 - Present
Job Operations Associate Morgan Stanley
Industry Financial Services
Experience
Investment Banking Institute - iBanking.com February 2015 - Present
Morgan Stanley February 2015 - Present
Interactive Data October 2014 - February 2015
Butler Pappas August 2013 - June 2014
Everest Consulting LLC May 2011 - July 2012
Skills
Financial Analysis, Financial Reporting, Financial Markets, Financial Modeling, Financial Statements, Mathematics, Statistical Data..., Regression Analysis, Decisiveness, Financial Accounting, Data Entry, Microsoft Excel, Microsoft Office
Education
Florida State University 2009 — 2013
Bachelor's degree, Economics
Middleton High School 2005 — 2009
HS Diploma
Investment Banking Institute - iBanking.com February 2015 - Present
Morgan Stanley February 2015 - Present
Interactive Data October 2014 - February 2015
Butler Pappas August 2013 - June 2014
Everest Consulting LLC May 2011 - July 2012
Skills
Financial Analysis, Financial Reporting, Financial Markets, Financial Modeling, Financial Statements, Mathematics, Statistical Data..., Regression Analysis, Decisiveness, Financial Accounting, Data Entry, Microsoft Excel, Microsoft Office
Education
Florida State University 2009 — 2013
Bachelor's degree, Economics
Middleton High School 2005 — 2009
HS Diploma
Amanda Fuchs Amanda Fuchs's Investment Banking Institute - iBanking.com Experience May 2015 - August 2015
Job Student at Tulane University A.B. Freeman School of Business
Industry Financial Services
Experience
BoeFly, LLC June 2015 - August 2015
Investment Banking Institute - iBanking.com May 2015 - August 2015
Iconix Brand Group June 2014 - August 2014
New York City Department of Consumer Affairs May 2011 - September 2012
Skills
PowerPoint, Microsoft Excel, Social Media, Social Media Marketing, Financial Accounting, Business Writing, Swimming, French, Photoshop, Leadership, Bloomberg, Financial Modeling, Press Releases, DCF Valuation, LBO, Marketing, Comparable Analysis, Spanish
Education
Tulane University - A.B. Freeman School of Business 2013 — 2017
Bachelor of Science in Management, Finance Major, Public Health Minor, Sophomore
Investment Banking Institute 2015 — 2015
Intensive 4-week financial modeling and valuation training program
Universidad Pontificia Comillas 2014 — 2015
Study Abroad, International Finance
Institute Catholique de Paris 2014 — 2014
Study Abroad, International Business Management
Columbia Grammar and Preparatory School 2000 — 2013
High School
Centre Mediterraneen D'Etudes Francaises 2009 — 2009
Study Abroad, French Studies
BoeFly, LLC June 2015 - August 2015
Investment Banking Institute - iBanking.com May 2015 - August 2015
Iconix Brand Group June 2014 - August 2014
New York City Department of Consumer Affairs May 2011 - September 2012
Skills
PowerPoint, Microsoft Excel, Social Media, Social Media Marketing, Financial Accounting, Business Writing, Swimming, French, Photoshop, Leadership, Bloomberg, Financial Modeling, Press Releases, DCF Valuation, LBO, Marketing, Comparable Analysis, Spanish
Education
Tulane University - A.B. Freeman School of Business 2013 — 2017
Bachelor of Science in Management, Finance Major, Public Health Minor, Sophomore
Investment Banking Institute 2015 — 2015
Intensive 4-week financial modeling and valuation training program
Universidad Pontificia Comillas 2014 — 2015
Study Abroad, International Finance
Institute Catholique de Paris 2014 — 2014
Study Abroad, International Business Management
Columbia Grammar and Preparatory School 2000 — 2013
High School
Centre Mediterraneen D'Etudes Francaises 2009 — 2009
Study Abroad, French Studies
Derek Wager's Investment Banking Institute - iBanking.com Experience June 2015 - Present
Job Research and Analysis Intern
Industry
Experience
Investment Banking Institute - iBanking.com June 2015 - Present
Jimmy John's January 2015 - Present
Newark Housing Authority May 2012 - September 2014
Palmyra Macedon High School August 2013 - September 2013
Skills
Microsoft Excel, Public Speaking, Leadership, Teamwork, Microsoft Office, Microsoft Word, PowerPoint, Finance, Research, Social Media, Marketing, Customer Service, Sales Operations, Financial Accounting
Education
University of Rochester 2012 — 2016
Business, Senior
Investment Banking Institute
University of Rochester
Investment Banking Institute - iBanking.com June 2015 - Present
Jimmy John's January 2015 - Present
Newark Housing Authority May 2012 - September 2014
Palmyra Macedon High School August 2013 - September 2013
Skills
Microsoft Excel, Public Speaking, Leadership, Teamwork, Microsoft Office, Microsoft Word, PowerPoint, Finance, Research, Social Media, Marketing, Customer Service, Sales Operations, Financial Accounting
Education
University of Rochester 2012 — 2016
Business, Senior
Investment Banking Institute
University of Rochester
Ali Naqvi's Investment Banking Institute - iBanking.com Experience 2014 - 2015
Job Investment Professional
Industry Investment Management
Experience
CPP Investment Board 2014 - Present
Investment Banking Institute - iBanking.com 2014 - 2015
Ontario Power Generation 2013 - 2014
Cerco Corp 2012 - 2014
Macquarie Group 2004 - 2012
Scotia Capital 2003 - 2004
Adjunct Professor at McMaster University 2003 - 2003
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Corporate Finance, Portfolio Management, Fixed Income, Asset Management, Investments, Derivatives, Equities, Financial Markets, Hedge Funds, Alternative Investments, Equity Research, Private Equity, Bloomberg, Investment Strategies, Equity Valuation
Education
CFA Institute
CFA
McMaster University
MBA, Finance
York University - Schulich School of Business
BBA
CPP Investment Board 2014 - Present
Investment Banking Institute - iBanking.com 2014 - 2015
Ontario Power Generation 2013 - 2014
Cerco Corp 2012 - 2014
Macquarie Group 2004 - 2012
Scotia Capital 2003 - 2004
Adjunct Professor at McMaster University 2003 - 2003
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Corporate Finance, Portfolio Management, Fixed Income, Asset Management, Investments, Derivatives, Equities, Financial Markets, Hedge Funds, Alternative Investments, Equity Research, Private Equity, Bloomberg, Investment Strategies, Equity Valuation
Education
CFA Institute
CFA
McMaster University
MBA, Finance
York University - Schulich School of Business
BBA
Joseph R Fiorie's Investment Banking Institute - iBanking.com Experience April 2015 - May 2015
Job Trading Support Specialist at JP Morgan
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2015 - August 2015
Investment Banking Institute - iBanking.com April 2015 - May 2015
T3 Trading Group, LLC September 2012 - January 2015
J. Fiorie & Co. April 2008 - April 2012
Merrill Lynch May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Project Finance, Portfolio Management, Mutual Funds, Equities, Real Estate, Corporate Finance, Economics, Bloomberg, Finance, ETFs, Morningstar, Financial Reporting, Cost Accounting, Budgets, Analysis, Microsoft Office, PowerPoint, Microsoft Word, Trading, Market Research, Financial Markets, Investments, Sales, Leadership, Microsoft Excel, Valuation, Investment Banking, Equity Research, Trade Operations, Visual Basic, VBA, SQL, MySQL
Education
Bentley University 2008 — 2012
BS, Finance, International Economics, 3.3/4.0
Pittsford Sutherland High School 2004 — 2008
Advanced Regents Diploma, 3.5/4.0
JPMorgan Chase & Co. June 2015 - August 2015
Investment Banking Institute - iBanking.com April 2015 - May 2015
T3 Trading Group, LLC September 2012 - January 2015
J. Fiorie & Co. April 2008 - April 2012
Merrill Lynch May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Project Finance, Portfolio Management, Mutual Funds, Equities, Real Estate, Corporate Finance, Economics, Bloomberg, Finance, ETFs, Morningstar, Financial Reporting, Cost Accounting, Budgets, Analysis, Microsoft Office, PowerPoint, Microsoft Word, Trading, Market Research, Financial Markets, Investments, Sales, Leadership, Microsoft Excel, Valuation, Investment Banking, Equity Research, Trade Operations, Visual Basic, VBA, SQL, MySQL
Education
Bentley University 2008 — 2012
BS, Finance, International Economics, 3.3/4.0
Pittsford Sutherland High School 2004 — 2008
Advanced Regents Diploma, 3.5/4.0
Chibuike Chukwu's Investment Banking Institute - iBanking.com Experience June 2015 - August 2015
Job Graduate Assistant at Texas Southern University
Industry Financial Services
Experience
Texas Southern University August 2015 - Present
Investment Banking Institute - iBanking.com June 2015 - August 2015
J.P. Morgan June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Teamwork, Financial Analysis, Customer Service, Research, Microsoft Word, English, Accounting, C++, Microsoft Excel, Windows, Outlook, Analysis, Data Analysis, Leverage Buyout Model, Mergers & Acquisitions, Precedent Transactions, Comparable Analysis, DCF Valuation
Education
Texas Southern University 2015 — 2016
Master of Science (M.S.), Management Information Systems, General
Texas Southern University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Major Finance/Economics, Minor Mathematics/Accounting
Texas Southern University August 2015 - Present
Investment Banking Institute - iBanking.com June 2015 - August 2015
J.P. Morgan June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Teamwork, Financial Analysis, Customer Service, Research, Microsoft Word, English, Accounting, C++, Microsoft Excel, Windows, Outlook, Analysis, Data Analysis, Leverage Buyout Model, Mergers & Acquisitions, Precedent Transactions, Comparable Analysis, DCF Valuation
Education
Texas Southern University 2015 — 2016
Master of Science (M.S.), Management Information Systems, General
Texas Southern University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Major Finance/Economics, Minor Mathematics/Accounting