The Henry Fund
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The Henry Fund Employees
Employee
Years
Job
Industry
Nick Johnson, CFA Nick Johnson, CFA's The Henry Fund Experience January 2012 - December 2012
Job Investment Analyst Officer at First National Bank, Ames/Ankeny
Industry Investment Management
Experience
First National Bank, Ames/Ankeny July 2013 - Present
The Henry Fund January 2012 - December 2012
State of Wisconsin Investment Board May 2012 - August 2012
GreatAmerica Leasing June 2007 - August 2011
GreatAmerica Leasing September 2009 - July 2011
Skills
Microsoft Office, Excel, Financial Modeling, Financial Analysis, Corporate Finance, Credit Analysis, Portfolio Management, Financial Statement..., Credit, Forecasting, Financial Reporting, Investments, Capital Markets, Credit Risk, Microsoft Excel, Data Analysis, Leadership, Valuation, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
MBA, Investment Management
University of Northern Iowa 2003 — 2007
BA, Finance, Economics
First National Bank, Ames/Ankeny July 2013 - Present
The Henry Fund January 2012 - December 2012
State of Wisconsin Investment Board May 2012 - August 2012
GreatAmerica Leasing June 2007 - August 2011
GreatAmerica Leasing September 2009 - July 2011
Skills
Microsoft Office, Excel, Financial Modeling, Financial Analysis, Corporate Finance, Credit Analysis, Portfolio Management, Financial Statement..., Credit, Forecasting, Financial Reporting, Investments, Capital Markets, Credit Risk, Microsoft Excel, Data Analysis, Leadership, Valuation, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
MBA, Investment Management
University of Northern Iowa 2003 — 2007
BA, Finance, Economics
Nathan Patton Nathan Patton's The Henry Fund Experience December 2010 - December 2011
Job Manager, Health Plans Strategy & Operations at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte August 2014 - Present
Deloitte Consulting February 2012 - August 2014
The Henry Fund December 2010 - December 2011
Deloitte Consulting May 2011 - August 2011
AstraZeneca June 2010 - August 2010
CompleWare Corporation January 2010 - May 2010
Mental Health Association of SE. PA September 2007 - March 2009
Skills
Equities, Cross-functional Team..., Leadership, Investments, Research, Healthcare, Portfolio Management, Strategic Consulting, Analysis, Financial Modeling, Management Consulting, Program Management, Financial Analysis, Management
Education
University of Iowa 2009 — 2011
MHA
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
MBA, Finance
Haverford College 2003 — 2007
B.A., Sociology
Deloitte August 2014 - Present
Deloitte Consulting February 2012 - August 2014
The Henry Fund December 2010 - December 2011
Deloitte Consulting May 2011 - August 2011
AstraZeneca June 2010 - August 2010
CompleWare Corporation January 2010 - May 2010
Mental Health Association of SE. PA September 2007 - March 2009
Skills
Equities, Cross-functional Team..., Leadership, Investments, Research, Healthcare, Portfolio Management, Strategic Consulting, Analysis, Financial Modeling, Management Consulting, Program Management, Financial Analysis, Management
Education
University of Iowa 2009 — 2011
MHA
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
MBA, Finance
Haverford College 2003 — 2007
B.A., Sociology
Joseph McSpadden Joseph McSpadden's The Henry Fund Experience January 2008 - December 2008
Job Advisor Maintenance Support at FedEx Freight
Industry Transportation/Trucking/Railroad
Experience
FedEx Freight May 2015 - Present
FedEx Freight November 2011 - May 2015
FROST, PLLC May 2009 - November 2011
University of Iowa August 2007 - May 2009
The Henry Fund January 2008 - December 2008
HNI Corporation May 2008 - October 2008
Stephens Inc. June 2006 - July 2007
Consolidated Electrical Distributors May 2004 - July 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Forecasting, Cash Flow Forecasting, Financial Accounting, Strategic Planning, Investments, Mergers & Acquisitions, Accounting, Analysis, Finance, Portfolio Management, Variance Analysis, Business Analysis, Financial Reporting
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
MBA, Finance and Accounting
University of Central Arkansas 2005 — 2006
Post-Bacc, Accounting
University of Central Arkansas 1999 — 2004
BS, Economics
Lakeside 1996 — 1999
Diploma
FedEx Freight May 2015 - Present
FedEx Freight November 2011 - May 2015
FROST, PLLC May 2009 - November 2011
University of Iowa August 2007 - May 2009
The Henry Fund January 2008 - December 2008
HNI Corporation May 2008 - October 2008
Stephens Inc. June 2006 - July 2007
Consolidated Electrical Distributors May 2004 - July 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Forecasting, Cash Flow Forecasting, Financial Accounting, Strategic Planning, Investments, Mergers & Acquisitions, Accounting, Analysis, Finance, Portfolio Management, Variance Analysis, Business Analysis, Financial Reporting
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
MBA, Finance and Accounting
University of Central Arkansas 2005 — 2006
Post-Bacc, Accounting
University of Central Arkansas 1999 — 2004
BS, Economics
Lakeside 1996 — 1999
Diploma
Kyle Nieman, CPA Kyle Nieman, CPA's The Henry Fund Experience January 2013 - December 2013
Job Financial Consultant at Abbot Downing (Wells Fargo)
Industry Financial Services
Experience
Abbot Downing July 2015 - Present
Renewable Energy Group June 2014 - July 2015
The University of Iowa August 2012 - May 2014
The Henry Fund January 2013 - December 2013
Renewable Energy Group, Inc May 2013 - August 2013
Three Rivers FS January 2010 - October 2012
Iowa State University August 2007 - December 2009
Hy-Vee, Inc May 2009 - August 2009
Skills
Data Analysis, Microsoft Excel, Financial Analysis, Microsoft Office, Accounting, PowerPoint, Research, Microsoft Word, Financial Modeling, Access, Customer Service, Financial Reporting, Analysis, Corporate Finance, Valuation, Mergers & Acquisitions, Business Analysis, Renewable Energy, Biofuels, Biochemicals
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Iowa State University 2006 — 2009
Bachelor of Science, Accounting, Finance
Abbot Downing July 2015 - Present
Renewable Energy Group June 2014 - July 2015
The University of Iowa August 2012 - May 2014
The Henry Fund January 2013 - December 2013
Renewable Energy Group, Inc May 2013 - August 2013
Three Rivers FS January 2010 - October 2012
Iowa State University August 2007 - December 2009
Hy-Vee, Inc May 2009 - August 2009
Skills
Data Analysis, Microsoft Excel, Financial Analysis, Microsoft Office, Accounting, PowerPoint, Research, Microsoft Word, Financial Modeling, Access, Customer Service, Financial Reporting, Analysis, Corporate Finance, Valuation, Mergers & Acquisitions, Business Analysis, Renewable Energy, Biofuels, Biochemicals
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Iowa State University 2006 — 2009
Bachelor of Science, Accounting, Finance
Wes Harrington, CFA Wes Harrington, CFA's The Henry Fund Experience January 2010 - December 2010
Job
Industry Investment Banking
Experience
BMO Capital Markets December 2014 - Present
BMO Capital Markets July 2011 - December 2014
Henry B. Tippie School of Management, The University of Iowa September 2009 - June 2011
AEGON USA Investment Management May 2010 - December 2010
The Henry Fund January 2010 - December 2010
Harrington Homes January 2006 - August 2009
Harrington Homes February 2004 - December 2005
Harrington Homes October 2002 - January 2004
AnswerThink April 2000 - October 2002
Skills
Equities, Financial Modeling, Financial Analysis, Valuation, Organizational..., Excel, Access, Word, Factset, CapitalIQ, Visual Basic, Microsoft Excel, Data Analysis, Analysis, Corporate Finance, Capital IQ, Leadership, Equity Research, Bloomberg, Finance, Capital Markets, Investment Banking, Mutual Funds, Fixed Income, Equity Valuation, Investments, Derivatives, Private Equity
Education
University of Iowa 2009 — 2011
MBA
Massachusetts Institute of Technology 1995 — 1999
BS
BMO Capital Markets December 2014 - Present
BMO Capital Markets July 2011 - December 2014
Henry B. Tippie School of Management, The University of Iowa September 2009 - June 2011
AEGON USA Investment Management May 2010 - December 2010
The Henry Fund January 2010 - December 2010
Harrington Homes January 2006 - August 2009
Harrington Homes February 2004 - December 2005
Harrington Homes October 2002 - January 2004
AnswerThink April 2000 - October 2002
Skills
Equities, Financial Modeling, Financial Analysis, Valuation, Organizational..., Excel, Access, Word, Factset, CapitalIQ, Visual Basic, Microsoft Excel, Data Analysis, Analysis, Corporate Finance, Capital IQ, Leadership, Equity Research, Bloomberg, Finance, Capital Markets, Investment Banking, Mutual Funds, Fixed Income, Equity Valuation, Investments, Derivatives, Private Equity
Education
University of Iowa 2009 — 2011
MBA
Massachusetts Institute of Technology 1995 — 1999
BS
Chester Knight Chester Knight's The Henry Fund Experience January 2010 - December 2010
Job Manager at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services June 2014 - Present
Discover Financial Services July 2012 - May 2014
Discover Financial Services July 2011 - June 2012
The Henry Fund January 2010 - December 2010
Allsteel June 2010 - August 2010
Federated Insurance June 2007 - February 2009
Skills
Forecasting, Financial Reporting, Competitive Analysis, Analytics, Data Analysis, Portfolio Management, Analysis, Economics, Finance, Financial Analysis, Investments, Financial Modeling, Management, Process Improvement, Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
MBA, Finance
Iowa State University 2003 — 2007
B.S., Economics
Discover Financial Services June 2014 - Present
Discover Financial Services July 2012 - May 2014
Discover Financial Services July 2011 - June 2012
The Henry Fund January 2010 - December 2010
Allsteel June 2010 - August 2010
Federated Insurance June 2007 - February 2009
Skills
Forecasting, Financial Reporting, Competitive Analysis, Analytics, Data Analysis, Portfolio Management, Analysis, Economics, Finance, Financial Analysis, Investments, Financial Modeling, Management, Process Improvement, Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
MBA, Finance
Iowa State University 2003 — 2007
B.S., Economics
Adam Newcomb (515.244.1100) Adam Newcomb (515.244.1100)'s The Henry Fund Experience January 2010 - December 2010
Job Client Service Director at Robert Half Management Resources
Industry Staffing and Recruiting
Experience
Robert Half Management Resources February 2015 - Present
Omni Capital Manangement Group July 2012 - December 2014
Asurion August 2013 - November 2014
Asurion October 2012 - August 2013
OHL May 2011 - September 2012
AEGON April 2010 - April 2011
The Henry Fund January 2010 - December 2010
John Deere May 2009 - August 2009
John Deere May 2008 - August 2008
3M January 2008 - May 2008
Skills
Cross-functional Team..., Financial Analysis, Supply Chain Management, Financial Modeling, Budgets, Analysis, Finance, Forecasting, Corporate Finance, Management, Financial Forecasting, Accounting, Procurement, Valuation, Operations Management, Change Management, Strategic Financial..., Process Management, Financial Planning, Inventory Management, Demand Management, Planning, VBA, Investments, Budgeting, Production Management, Value Stream Mapping, Human Resources, Management Consulting, Leadership
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
MBA, Finance
Iowa State University 2003 — 2009
B.S., Operations and Supply Chain Management
Robert Half Management Resources February 2015 - Present
Omni Capital Manangement Group July 2012 - December 2014
Asurion August 2013 - November 2014
Asurion October 2012 - August 2013
OHL May 2011 - September 2012
AEGON April 2010 - April 2011
The Henry Fund January 2010 - December 2010
John Deere May 2009 - August 2009
John Deere May 2008 - August 2008
3M January 2008 - May 2008
Skills
Cross-functional Team..., Financial Analysis, Supply Chain Management, Financial Modeling, Budgets, Analysis, Finance, Forecasting, Corporate Finance, Management, Financial Forecasting, Accounting, Procurement, Valuation, Operations Management, Change Management, Strategic Financial..., Process Management, Financial Planning, Inventory Management, Demand Management, Planning, VBA, Investments, Budgeting, Production Management, Value Stream Mapping, Human Resources, Management Consulting, Leadership
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
MBA, Finance
Iowa State University 2003 — 2009
B.S., Operations and Supply Chain Management
Garrett Dean Garrett Dean's The Henry Fund Experience January 2012 - December 2012
Job Associate Analyst Structured Securities (NonMortgage ABS) at Invesco Fixed Income
Industry Investment Management
Experience
Invesco July 2013 - Present
The Henry Fund January 2012 - December 2012
Ball May 2012 - August 2012
UnitedHealth Group September 2009 - July 2011
HSBC January 2008 - April 2008
Merrill Lynch June 2007 - August 2007
Automated Professional Tax Services September 2006 - November 2006
Skills
Financial Modeling, Valuation, Portfolio Management, SPSS, Stata, Corporate Finance, Credit, Asset Managment, Forecasting, Microsoft Excel, Monte Carlo Simulation, Asset Management, Energy, FactSet, Bloomberg, Utility Industry, Pensions, Capital IQ, Risk Management, Intex Desktop, IntexCalc
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
MBA, Investment Management
Knox College 2005 — 2009
BA, Economics
Invesco July 2013 - Present
The Henry Fund January 2012 - December 2012
Ball May 2012 - August 2012
UnitedHealth Group September 2009 - July 2011
HSBC January 2008 - April 2008
Merrill Lynch June 2007 - August 2007
Automated Professional Tax Services September 2006 - November 2006
Skills
Financial Modeling, Valuation, Portfolio Management, SPSS, Stata, Corporate Finance, Credit, Asset Managment, Forecasting, Microsoft Excel, Monte Carlo Simulation, Asset Management, Energy, FactSet, Bloomberg, Utility Industry, Pensions, Capital IQ, Risk Management, Intex Desktop, IntexCalc
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
MBA, Investment Management
Knox College 2005 — 2009
BA, Economics
Jared Plotz Jared Plotz's The Henry Fund Experience January 2010 - December 2010
Job Associate Industry Analyst at Cornerstone Capital Management
Industry Investment Management
Experience
Cornerstone Capital Management April 2013 - Present
Robert W. Baird & Co. July 2011 - February 2013
The Henry Fund January 2010 - December 2010
The Leuthold Group, L.L.C. May 2010 - August 2010
Carleton College Investment Office June 2009 - August 2009
Ulland Investment Advisors March 2008 - September 2008
Skills
DCF, Investments, Hedge Funds, Financial Analysis, Valuation, Portfolio Management, Equities, Asset Allocation, Management, Securities, Financial Modeling, Bloomberg, Equity Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
MBA, Finance, Investment Management
Carleton College 2005 — 2009
B.A., Economics, Political Economy Minor
Cornerstone Capital Management April 2013 - Present
Robert W. Baird & Co. July 2011 - February 2013
The Henry Fund January 2010 - December 2010
The Leuthold Group, L.L.C. May 2010 - August 2010
Carleton College Investment Office June 2009 - August 2009
Ulland Investment Advisors March 2008 - September 2008
Skills
DCF, Investments, Hedge Funds, Financial Analysis, Valuation, Portfolio Management, Equities, Asset Allocation, Management, Securities, Financial Modeling, Bloomberg, Equity Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
MBA, Finance, Investment Management
Carleton College 2005 — 2009
B.A., Economics, Political Economy Minor
Ravish Sharma's The Henry Fund Experience December 2011 - December 2012
Job Principal Operations Analyst, Strategy & Analysis, Commercial Banking at Capital One
Industry Financial Services
Experience
Capital One June 2013 - Present
AEGON Americas January 2013 - May 2013
Office of operational excellence, University of Iowa Hospital September 2011 - May 2013
The Henry Fund December 2011 - December 2012
Liberty Mutual Insurance May 2012 - August 2012
Tata Steel November 2009 - July 2011
Tata Steel July 2008 - October 2009
Tata Steel July 2007 - June 2008
Skills
Financial Modeling, Process Improvement, Operations Management, Six Sigma, Theory of Constraints, Lean Sigma, DCF, Acquisition Analysis, Valuation, Financial Analysis, Production, Monte Carlo Simulation, Data Analysis, Excel, Critical Chain Project..., Steel, Equity Research, Statistics, Quantitative Analysis, Problem Solving, TQM, Forecasting, Corporate Finance, Manufacturing, Microsoft Office, Business Process..., Microsoft Excel, Negotiation, Leadership, Supply Chain Management, Analysis, Cross-functional Team..., Competitive Analysis, Analytics, Risk Management, Project Management, Team Leadership, Management, Program Management, Strategy, Strategic Planning, Budgets, Quantitative Analytics, Start-ups
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
MBA, Corporate Finance & Operation
Indian Institute of Technology, Roorkee 2003 — 2007
B.Tech., Metallurgy and materials engineering
Capital One June 2013 - Present
AEGON Americas January 2013 - May 2013
Office of operational excellence, University of Iowa Hospital September 2011 - May 2013
The Henry Fund December 2011 - December 2012
Liberty Mutual Insurance May 2012 - August 2012
Tata Steel November 2009 - July 2011
Tata Steel July 2008 - October 2009
Tata Steel July 2007 - June 2008
Skills
Financial Modeling, Process Improvement, Operations Management, Six Sigma, Theory of Constraints, Lean Sigma, DCF, Acquisition Analysis, Valuation, Financial Analysis, Production, Monte Carlo Simulation, Data Analysis, Excel, Critical Chain Project..., Steel, Equity Research, Statistics, Quantitative Analysis, Problem Solving, TQM, Forecasting, Corporate Finance, Manufacturing, Microsoft Office, Business Process..., Microsoft Excel, Negotiation, Leadership, Supply Chain Management, Analysis, Cross-functional Team..., Competitive Analysis, Analytics, Risk Management, Project Management, Team Leadership, Management, Program Management, Strategy, Strategic Planning, Budgets, Quantitative Analytics, Start-ups
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
MBA, Corporate Finance & Operation
Indian Institute of Technology, Roorkee 2003 — 2007
B.Tech., Metallurgy and materials engineering
Rob Rossiter Rob Rossiter's The Henry Fund Experience December 2010 - December 2011
Job Senior Financial Analyst Marketing & Sales at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company September 2015 - Present
Ford Motor Credit Company February 2014 - August 2015
Ford Motor Company September 2012 - February 2014
The Henry Fund December 2010 - December 2011
Mass. Electric Construction Co. (A Kiewit Corporation Company) May 2011 - August 2011
CenturyLink September 2008 - June 2010
Skills
Financial Analysis, Financial Modeling, Data Analysis, Forecasting, Valuation, SEC Financial Reporting, Microsoft Excel, Budgets, Team Leadership, Product Development, Equity Research, Equity Valuation, Leadership, Bloomberg Terminal, Strategic Planning, Process Improvement
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2012
MBA, Finance
The University of Kansas 2004 — 2008
Business Management, International Business, History
Ford Motor Company September 2015 - Present
Ford Motor Credit Company February 2014 - August 2015
Ford Motor Company September 2012 - February 2014
The Henry Fund December 2010 - December 2011
Mass. Electric Construction Co. (A Kiewit Corporation Company) May 2011 - August 2011
CenturyLink September 2008 - June 2010
Skills
Financial Analysis, Financial Modeling, Data Analysis, Forecasting, Valuation, SEC Financial Reporting, Microsoft Excel, Budgets, Team Leadership, Product Development, Equity Research, Equity Valuation, Leadership, Bloomberg Terminal, Strategic Planning, Process Improvement
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2012
MBA, Finance
The University of Kansas 2004 — 2008
Business Management, International Business, History
Brian Early, CFA Brian Early, CFA's The Henry Fund Experience January 2010 - December 2010
Job Research Analyst Investment Management. William Blair & Company
Industry Investment Management
Experience
William Blair and Company August 2011 - Present
The Henry Fund January 2010 - December 2010
The State of Wisconsin Investment Board June 2010 - August 2010
Van Kampen Investments September 2007 - August 2009
Skills
Chartered Financial...
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
Master of Business Administration, Investment Management, May 2011
University of Iowa 2003 — 2007
Bachelor of Business Administration, Finance
William Blair and Company August 2011 - Present
The Henry Fund January 2010 - December 2010
The State of Wisconsin Investment Board June 2010 - August 2010
Van Kampen Investments September 2007 - August 2009
Skills
Chartered Financial...
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
Master of Business Administration, Investment Management, May 2011
University of Iowa 2003 — 2007
Bachelor of Business Administration, Finance
Faizal McBride Faizal McBride's The Henry Fund Experience January 2010 - December 2010
Job Business Manager at Capital One in US Card
Industry Financial Services
Experience
Capital One August 2014 - Present
Capital One October 2011 - August 2014
The Henry Fund January 2010 - December 2010
Vanguard June 2010 - August 2010
Canon Business Solutions July 2006 - August 2009
Skills
Valuation, Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Data Analysis, Investments, Teradata, SQL, Portfolio Management, Business Development, Analytics, Credit Analysis, Credit, Credit Risk, Financial Services, SAS, Competitive Analysis, Management, Equities
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
Masters of Business Administration, Finance
Eastern Kentucky University 2001 — 2005
Bachelors of Arts, International Economics and Political Science
Madison Central High School
Capital One August 2014 - Present
Capital One October 2011 - August 2014
The Henry Fund January 2010 - December 2010
Vanguard June 2010 - August 2010
Canon Business Solutions July 2006 - August 2009
Skills
Valuation, Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Data Analysis, Investments, Teradata, SQL, Portfolio Management, Business Development, Analytics, Credit Analysis, Credit, Credit Risk, Financial Services, SAS, Competitive Analysis, Management, Equities
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
Masters of Business Administration, Finance
Eastern Kentucky University 2001 — 2005
Bachelors of Arts, International Economics and Political Science
Madison Central High School
Huaxin Zhang, CPA's The Henry Fund Experience January 2012 - December 2012
Job Senior Consultant at Deloitte Advisory
Industry Financial Services
Experience
Deloitte June 2015 - Present
PwC September 2013 - June 2015
AEGON Americas May 2012 - May 2013
The Henry Fund January 2012 - December 2012
PricewaterhouseCoopers July 2009 - June 2011
2008 Beijing Olympic Games June 2008 - September 2008
Hua Tai Property Insurance Corporation July 2007 - September 2007
Skills
Proficient in Microsoft..., Financial Analysis, Financial Reporting, Mergers, Data Analysis, Monte Carlo Simulation, VBA, Portfolio Management, Financial Modeling, Investments, Equities, Analysis, Microsoft Excel, Mergers & Acquisitions, Competitive Analysis, Internal Controls, Accounting, Finance, Corporate Finance, Auditing, Management, Leadership
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
Master of Business Administration (MBA), Finance, General, 3.7
Peking University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Yale University 2006 — 2007
Yale - PKU Joint Program, American History (United States)
Deloitte June 2015 - Present
PwC September 2013 - June 2015
AEGON Americas May 2012 - May 2013
The Henry Fund January 2012 - December 2012
PricewaterhouseCoopers July 2009 - June 2011
2008 Beijing Olympic Games June 2008 - September 2008
Hua Tai Property Insurance Corporation July 2007 - September 2007
Skills
Proficient in Microsoft..., Financial Analysis, Financial Reporting, Mergers, Data Analysis, Monte Carlo Simulation, VBA, Portfolio Management, Financial Modeling, Investments, Equities, Analysis, Microsoft Excel, Mergers & Acquisitions, Competitive Analysis, Internal Controls, Accounting, Finance, Corporate Finance, Auditing, Management, Leadership
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2013
Master of Business Administration (MBA), Finance, General, 3.7
Peking University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Yale University 2006 — 2007
Yale - PKU Joint Program, American History (United States)
Anne Thimsen's The Henry Fund Experience January 2008 - December 2008
Job Finance Manager at Avera McKennan Hospital & University Health Center
Industry Hospital & Health Care
Experience
Avera McKennan Hospital & University Health Center August 2015 - Present
POET January 2013 - August 2015
United States House of Representatives January 2011 - January 2013
Kristi Noem for Congress June 2010 - November 2010
University of Iowa August 2007 - May 2009
The Henry Fund January 2008 - December 2008
Best Buy June 2008 - August 2008
Cambridge filter corporation June 2005 - July 2007
Japan Exchange and Teaching Program August 2002 - August 2004
Skills
Bloomberg, Statistics, Public Speaking, Financial Accounting, Business Strategy, Microsoft Office, Investment Banking, Capital Markets, Sales, Speech Writing, Teaching, Investment Management, Japanese, Cash Flow
Education
University OF IOWAIowa 2007 — 2009
B. TIPPIE School, Management
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
MBA, Finance
Avera McKennan Hospital & University Health Center August 2015 - Present
POET January 2013 - August 2015
United States House of Representatives January 2011 - January 2013
Kristi Noem for Congress June 2010 - November 2010
University of Iowa August 2007 - May 2009
The Henry Fund January 2008 - December 2008
Best Buy June 2008 - August 2008
Cambridge filter corporation June 2005 - July 2007
Japan Exchange and Teaching Program August 2002 - August 2004
Skills
Bloomberg, Statistics, Public Speaking, Financial Accounting, Business Strategy, Microsoft Office, Investment Banking, Capital Markets, Sales, Speech Writing, Teaching, Investment Management, Japanese, Cash Flow
Education
University OF IOWAIowa 2007 — 2009
B. TIPPIE School, Management
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
MBA, Finance
Puneet Narad's The Henry Fund Experience December 2012 - Present
Job Senior Analyst, Customer Insights and Analytics, Capital One Bank
Industry Financial Services
Experience
Capital One June 2014 - Present
Transamerica August 2013 - Present
The Henry Fund December 2012 - Present
Computer Sciences Corporation, CSC December 2005 - July 2012
Cognizant Technology Solutions July 2004 - December 2005
Skills
Software Project..., Requirements Analysis, DB2, PMP, Business Analysis, Requirements Gathering, Agile Project Management, PL/SQL, Financial Analysis, Corporate Finance, Agile Methodologies, Financial Modeling, Quality Center, Microsoft Excel, Strategy
Education
HENRY B. TIPPIE School of Management, University OF IOWA 2012 — 2014
Master of Business Administration (M.B.A.), Finance & Startegy
Punjab Engineering College 2000 — 2004
B.E., Electrical, Honours
Capital One June 2014 - Present
Transamerica August 2013 - Present
The Henry Fund December 2012 - Present
Computer Sciences Corporation, CSC December 2005 - July 2012
Cognizant Technology Solutions July 2004 - December 2005
Skills
Software Project..., Requirements Analysis, DB2, PMP, Business Analysis, Requirements Gathering, Agile Project Management, PL/SQL, Financial Analysis, Corporate Finance, Agile Methodologies, Financial Modeling, Quality Center, Microsoft Excel, Strategy
Education
HENRY B. TIPPIE School of Management, University OF IOWA 2012 — 2014
Master of Business Administration (M.B.A.), Finance & Startegy
Punjab Engineering College 2000 — 2004
B.E., Electrical, Honours