Briefing.com Company
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Briefing.com Employees
Employee
Years
Job
Industry
Christine Birkner Christine Birkner's Briefing.com Experience May 2006 - November 2007
Job Senior Staff Writer, Marketing News magazine at American Marketing Association
Industry Marketing and Advertising
Experience
American Marketing Association September 2010 - Present
Futures Magazine November 2007 - September 2010
Briefing.com May 2006 - November 2007
Cision April 2003 - April 2006
Skills
Newsletters, Blogging, Editing, Press Releases, Social Media, News Writing, Copy Editing, Marketing, Public Relations, Copywriting, Writing, Feature Articles, Magazines, Financial Reporting, InCopy, Content Development, Business Journalism, Journalism, Content Writing, Advertising, Social Media Marketing, Storytelling, Web Content Creation, Content Strategy
Education
University of Missouri-Columbia 1998 — 2002
Bachelor of Arts (B.A.), Communication and Media Studies
American Marketing Association September 2010 - Present
Futures Magazine November 2007 - September 2010
Briefing.com May 2006 - November 2007
Cision April 2003 - April 2006
Skills
Newsletters, Blogging, Editing, Press Releases, Social Media, News Writing, Copy Editing, Marketing, Public Relations, Copywriting, Writing, Feature Articles, Magazines, Financial Reporting, InCopy, Content Development, Business Journalism, Journalism, Content Writing, Advertising, Social Media Marketing, Storytelling, Web Content Creation, Content Strategy
Education
University of Missouri-Columbia 1998 — 2002
Bachelor of Arts (B.A.), Communication and Media Studies
Joseph W. Lococo Joseph W. Lococo's Briefing.com Experience October 2004 - November 2008
Job Vice President, Commercial Banking at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase & Co. May 2012 - Present
Bank of America November 2008 - May 2012
Briefing.com October 2004 - November 2008
Skills
Cash Flow, Commercial Lending, Commercial Banking, Credit Analysis, Underwriting, Credit, Financial Accounting, Financial Analysis, Equities, Risk Management, Banking, Financial Modeling, Accounting, Credit Risk, Bloomberg, Reuters, Equity Research, Cash Management, Investments, Finance
Education
Benedictine University 2014 — 2017
Master's Degree
Training the Street 2009 — 2009
Marquette University 2000 — 2004
Bachelor's Degree
Notre Dame College Prep 1996 — 2000
High School
JPMorgan Chase & Co. May 2012 - Present
Bank of America November 2008 - May 2012
Briefing.com October 2004 - November 2008
Skills
Cash Flow, Commercial Lending, Commercial Banking, Credit Analysis, Underwriting, Credit, Financial Accounting, Financial Analysis, Equities, Risk Management, Banking, Financial Modeling, Accounting, Credit Risk, Bloomberg, Reuters, Equity Research, Cash Management, Investments, Finance
Education
Benedictine University 2014 — 2017
Master's Degree
Training the Street 2009 — 2009
Marquette University 2000 — 2004
Bachelor's Degree
Notre Dame College Prep 1996 — 2000
High School
Andrew Grabowski Andrew Grabowski's Briefing.com Experience July 2012 - Present
Job Market Analyst at Briefing.com
Industry Financial Services
Experience
Briefing.com July 2012 - Present
Alpha G Capital July 2009 - July 2012
Skills
Finance, Equity Capital Markets, Global Markets, Fundamental Analysis, Sovereign Debt, Sovereign Risk, Central Banks, Banking, Financial Analysis, Currency Relations, Currency Trading, Swing Trading, Convergence Trading, Technical Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Risk Management, Investments, Strategic Financial..., Asset Management, Equity Valuation, DCF Valuation, FCF Valuation, DDM Valuation, SQL, Access, FactSet, Bloomberg Terminal, Credit, Financial Leverage, Leverage, Network Administration, Microsoft Word, Microsoft Office, Teradata, Oracle, Microstrategy, Identifying Algorithmic..., Equities, Financial Markets
Education
Loyola University of Chicago 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Economics
Buffalo Grove High School 2003 — 2007
Briefing.com July 2012 - Present
Alpha G Capital July 2009 - July 2012
Skills
Finance, Equity Capital Markets, Global Markets, Fundamental Analysis, Sovereign Debt, Sovereign Risk, Central Banks, Banking, Financial Analysis, Currency Relations, Currency Trading, Swing Trading, Convergence Trading, Technical Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Risk Management, Investments, Strategic Financial..., Asset Management, Equity Valuation, DCF Valuation, FCF Valuation, DDM Valuation, SQL, Access, FactSet, Bloomberg Terminal, Credit, Financial Leverage, Leverage, Network Administration, Microsoft Word, Microsoft Office, Teradata, Oracle, Microstrategy, Identifying Algorithmic..., Equities, Financial Markets
Education
Loyola University of Chicago 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Economics
Buffalo Grove High School 2003 — 2007
Chris Borgmeyer, CFA Chris Borgmeyer, CFA's Briefing.com Experience February 2013 - Present
Job Chief Operating Officer at Briefing.com
Industry Financial Services
Experience
Briefing.com February 2013 - Present
Briefing.com January 2005 - January 2013
KLR Trade Corp January 2001 - January 2005
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Analytic Finance, Economics, Econometrics & Statistics
University of Nebraska-Lincoln 1996 — 2000
BSBA, Finance
Millard North
Briefing.com February 2013 - Present
Briefing.com January 2005 - January 2013
KLR Trade Corp January 2001 - January 2005
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Analytic Finance, Economics, Econometrics & Statistics
University of Nebraska-Lincoln 1996 — 2000
BSBA, Finance
Millard North
John Mendez John Mendez's Briefing.com Experience February 2015 - June 2015
Job Junior Equities Analyst at Briefing.com
Industry Investment Banking
Experience
Briefing.com February 2015 - June 2015
Perritt Capital Management February 2015 - May 2015
Global Hunter Securities July 2014 - October 2014
MIDRE Contracting Corp. May 2012 - August 2012
Charles Vista January 2011 - February 2011
Skills
Bilingual-Spanish, Microsoft Office, Customer Service, Public Speaking, Product Knowledge, Team Oriented, Team Motivator, Management, Leadership, Teamwork, Multi Tasking, Multilingual, Multicultural, Sales, Customer Satisfaction, Twitter, Social Media, Facebook, Sports, Basketball, Persuasion, Retail, Goal Oriented, Coaching, Mentoring
Education
DePaul University - Driehaus School of Business 2012 — 2015
Bachelor of Science (B.S.), Finance
St. Joseph's College 2010 — 2014
Bachelor of Arts, Business Administration; Finance, Sophmore
Briefing.com February 2015 - June 2015
Perritt Capital Management February 2015 - May 2015
Global Hunter Securities July 2014 - October 2014
MIDRE Contracting Corp. May 2012 - August 2012
Charles Vista January 2011 - February 2011
Skills
Bilingual-Spanish, Microsoft Office, Customer Service, Public Speaking, Product Knowledge, Team Oriented, Team Motivator, Management, Leadership, Teamwork, Multi Tasking, Multilingual, Multicultural, Sales, Customer Satisfaction, Twitter, Social Media, Facebook, Sports, Basketball, Persuasion, Retail, Goal Oriented, Coaching, Mentoring
Education
DePaul University - Driehaus School of Business 2012 — 2015
Bachelor of Science (B.S.), Finance
St. Joseph's College 2010 — 2014
Bachelor of Arts, Business Administration; Finance, Sophmore
Phil Hollrah Phil Hollrah's Briefing.com Experience 2008 - 2009
Job Vice President, Product Marketing at Demandbase
Industry Marketing and Advertising
Experience
Demandbase 2014 - Present
MyBuys 2011 - 2014
Second City Group 2009 - 2011
Briefing.com 2008 - 2009
LifeStreet Corporation 2007 - 2008
Claria 2000 - 2007
Del Monte Foods 1999 - 2000
Nestlé Purina North America 1998 - 1999
Hallmark Cards 1998 - 1998
Shaw Industries (A Berkshire Hathaway Company) 1994 - 1996
Skills
Account Based Marketing, Lead Generation, Digital Marketing, Product Marketing, Online Marketing, Online Advertising, Marketing Strategy, Start-ups, Direct Marketing, Marketing, Digital Media, SaaS, Marketing Management, Social Media, Digital Strategy, Marketing Communications, Marketing Research, Strategic Planning, Online Branding, Ad Networks, Social Media Marketing, Behavioral Targeting, P&L Management, Data Analysis, SEO, SEM, Customer Acquisition, Corporate Branding, Analytics, Email Marketing, Brand Management, B2B Marketing, Optimization, Brand Development, Brand Awareness, Brand Building, Consumer Behavior, B2B eCommerce, Pricing
Education
Vanderbilt University - Owen Graduate School of Management 1996 — 1998
MBA, Marketing
University of Kansas 1989 — 1993
Bachelor of Science, Business Administration
Parkway South High School 1985 — 1989
Demandbase 2014 - Present
MyBuys 2011 - 2014
Second City Group 2009 - 2011
Briefing.com 2008 - 2009
LifeStreet Corporation 2007 - 2008
Claria 2000 - 2007
Del Monte Foods 1999 - 2000
Nestlé Purina North America 1998 - 1999
Hallmark Cards 1998 - 1998
Shaw Industries (A Berkshire Hathaway Company) 1994 - 1996
Skills
Account Based Marketing, Lead Generation, Digital Marketing, Product Marketing, Online Marketing, Online Advertising, Marketing Strategy, Start-ups, Direct Marketing, Marketing, Digital Media, SaaS, Marketing Management, Social Media, Digital Strategy, Marketing Communications, Marketing Research, Strategic Planning, Online Branding, Ad Networks, Social Media Marketing, Behavioral Targeting, P&L Management, Data Analysis, SEO, SEM, Customer Acquisition, Corporate Branding, Analytics, Email Marketing, Brand Management, B2B Marketing, Optimization, Brand Development, Brand Awareness, Brand Building, Consumer Behavior, B2B eCommerce, Pricing
Education
Vanderbilt University - Owen Graduate School of Management 1996 — 1998
MBA, Marketing
University of Kansas 1989 — 1993
Bachelor of Science, Business Administration
Parkway South High School 1985 — 1989
Brian S. Duhn Brian S. Duhn's Briefing.com Experience March 2003 - September 2007
Job Index Sales Specialist at MSCI
Industry Financial Services
Experience
MSCI Inc. January 2015 - Present
Northern Trust Asset Management September 2007 - December 2014
Briefing.com March 2003 - September 2007
The Fortius Group June 2001 - February 2003
Zacks Investment Research September 1996 - May 2001
H&R Block Financial Advisors May 1994 - January 1995
Skills
Investment Strategies, Portfolio Management, Investments, Asset Managment, Hedge Funds, Equity Research Analysis, Project Management, Product Management, Series 7, Series 63, Series 3, Relationship Management, Institutional..., Business Development, Advising Clients, Taft-Hartley, Asset Allocation, Investment Management, Financial Services, Institutional, Pensions, Pension Funds, Mutual Funds, Investment Advisory, Asset Management, Alternative Investments, FINRA
Education
Michigan State University 1990 — 1994
Marketing & Supply Chain Management, Finance, Marketing, Management
MSCI Inc. January 2015 - Present
Northern Trust Asset Management September 2007 - December 2014
Briefing.com March 2003 - September 2007
The Fortius Group June 2001 - February 2003
Zacks Investment Research September 1996 - May 2001
H&R Block Financial Advisors May 1994 - January 1995
Skills
Investment Strategies, Portfolio Management, Investments, Asset Managment, Hedge Funds, Equity Research Analysis, Project Management, Product Management, Series 7, Series 63, Series 3, Relationship Management, Institutional..., Business Development, Advising Clients, Taft-Hartley, Asset Allocation, Investment Management, Financial Services, Institutional, Pensions, Pension Funds, Mutual Funds, Investment Advisory, Asset Management, Alternative Investments, FINRA
Education
Michigan State University 1990 — 1994
Marketing & Supply Chain Management, Finance, Marketing, Management
Claire DiCola Claire DiCola's Briefing.com Experience August 2010 - September 2012
Job I keep the notebook industry alive
Industry Marketing and Advertising
Experience
Amplify7 August 2013 - Present
Briefing.com August 2010 - September 2012
Big Frontier January 2005 - January 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, Social Media, Social Media Marketing, Marketing Strategy, Editing, Public Speaking, Direct Marketing, Administrative..., Strategic Planning, People Skills, Social Networking, Digital Marketing, Management, Project Management, Online Advertising, Online Social Networking, Marketing, Marketing Communications
Education
Saint Xavier University 2012 — 2013
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General, 3.6
Saint Xavier University 2010 — 2012
Bachelor, English
Amplify7 August 2013 - Present
Briefing.com August 2010 - September 2012
Big Frontier January 2005 - January 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, Social Media, Social Media Marketing, Marketing Strategy, Editing, Public Speaking, Direct Marketing, Administrative..., Strategic Planning, People Skills, Social Networking, Digital Marketing, Management, Project Management, Online Advertising, Online Social Networking, Marketing, Marketing Communications
Education
Saint Xavier University 2012 — 2013
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General, 3.6
Saint Xavier University 2010 — 2012
Bachelor, English
Craig Rapisarda's Briefing.com Experience November 2008 - Present
Job Equity Analyst at Briefing.com
Industry Financial Services
Experience
Briefing.com November 2008 - Present
Columbian Home Products, LLC September 2008 - November 2008
Skills
Bloomberg, Equity Research, Thomson One, Capital IQ, Factset, Business Valuation, Technical Analysis, Relative Value, Financial Markets, Financial Analysis, Investments, Day Trading, Business Analysis, Business Strategy, Training & Development, Business Management, Strategic Analysis, Equity Valuation, Trading, Thompson One, Analysis, Valuation, Employee Training, Management, Finance
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Arts, Finance
Briefing.com November 2008 - Present
Columbian Home Products, LLC September 2008 - November 2008
Skills
Bloomberg, Equity Research, Thomson One, Capital IQ, Factset, Business Valuation, Technical Analysis, Relative Value, Financial Markets, Financial Analysis, Investments, Day Trading, Business Analysis, Business Strategy, Training & Development, Business Management, Strategic Analysis, Equity Valuation, Trading, Thompson One, Analysis, Valuation, Employee Training, Management, Finance
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Arts, Finance
Jeff Eckmann's Briefing.com Experience May 2011 - April 2014
Job
Industry Information Technology and Services
Experience
Expeditors September 2014 - Present
Expeditors May 2014 - September 2014
Briefing.com May 2011 - April 2014
Briefing.com July 2007 - May 2011
MZ-Ilios April 2006 - April 2007
MZ-Ilios April 2004 - April 2006
Deutsche Bank December 2003 - March 2004
Deutsche Bank December 2002 - December 2003
Skills
Analytics, Data Analysis, Project Management, Business Analytics, SAS, SQL, Software Development, Databases, Equity Research, Equities, Bloomberg, Hedge Funds, Valuation, Financial Modeling, Financial Analysis, Financial Markets, Capital Markets, Derivatives, Fixed Income
Education
Northwestern University 2010 — 2012
Master's degree
Southern Methodist University - Cox School of Business 1998 — 2002
BBA
Expeditors September 2014 - Present
Expeditors May 2014 - September 2014
Briefing.com May 2011 - April 2014
Briefing.com July 2007 - May 2011
MZ-Ilios April 2006 - April 2007
MZ-Ilios April 2004 - April 2006
Deutsche Bank December 2003 - March 2004
Deutsche Bank December 2002 - December 2003
Skills
Analytics, Data Analysis, Project Management, Business Analytics, SAS, SQL, Software Development, Databases, Equity Research, Equities, Bloomberg, Hedge Funds, Valuation, Financial Modeling, Financial Analysis, Financial Markets, Capital Markets, Derivatives, Fixed Income
Education
Northwestern University 2010 — 2012
Master's degree
Southern Methodist University - Cox School of Business 1998 — 2002
BBA
Craig Cline's Briefing.com Experience 2000 - 2012
Job Financial Services Professional at the Hoopis Financial Group
Industry Retail
Experience
Hoopis Financial Group September 2013 - Present
No Chain Merchandise August 2012 - Present
Briefing.com 2000 - 2012
Skills
Retirement, Sales, Business Strategy, Customer Service, New Business Development, Sales Management, Investments, Team Building, Finance, Marketing Strategy, Social Media Marketing, Strategic Planning
Education
San Jose State University 1979 — 1981
Bachelor of Science (BS), International Business
Hoopis Financial Group September 2013 - Present
No Chain Merchandise August 2012 - Present
Briefing.com 2000 - 2012
Skills
Retirement, Sales, Business Strategy, Customer Service, New Business Development, Sales Management, Investments, Team Building, Finance, Marketing Strategy, Social Media Marketing, Strategic Planning
Education
San Jose State University 1979 — 1981
Bachelor of Science (BS), International Business
Travis Rath Travis Rath's Briefing.com Experience February 2002 - Present
Job CTO at Briefing.com
Industry Financial Services
Experience
Briefing.com February 2002 - Present
IMotors.com 2000 - 2001
IntelliChoice 1999 - 2000
Skills
Software Development, Network Architecture, Database Design, E-commerce, Enterprise Architecture, Start-ups, Infrastructure, Security, Network Security, Business Analysis, Cloud Computing, Vendor Management, Disaster Recovery, Management, Enterprise Software, Data Center, Strategy, Databases, Business Intelligence, Unix, SaaS, IT Strategy
Education
San Francisco State University
BA, Literature with minor in Linguistics
Briefing.com February 2002 - Present
IMotors.com 2000 - 2001
IntelliChoice 1999 - 2000
Skills
Software Development, Network Architecture, Database Design, E-commerce, Enterprise Architecture, Start-ups, Infrastructure, Security, Network Security, Business Analysis, Cloud Computing, Vendor Management, Disaster Recovery, Management, Enterprise Software, Data Center, Strategy, Databases, Business Intelligence, Unix, SaaS, IT Strategy
Education
San Francisco State University
BA, Literature with minor in Linguistics
Serge Tkachov Serge Tkachov's Briefing.com Experience 1997 - 2007
Job Web Developer at UCSF
Industry Information Technology and Services
Experience
UCSF October 2007 - Present
Briefing.com 1997 - 2007
DHL Airways 1994 - 1997
Skills
Access, C++, Databases, JavaScript, Software Engineering, Software Development, Start-ups, Product Development, User Interface Design, Microsoft SQL Server, Python, C, XHTML, OOP, CSS, SharePoint, Troubleshooting, XML, Cloud Computing, SDLC, UML, Visual Basic, HTML, PL/SQL, Java, SQL, XSLT, Analysis, Database Design, IIS, Object Oriented Design, TCP/IP, Software Project..., ASP.NET, Web Development, Business Intelligence, E-commerce, Crystal Reports, VBScript, Testing, DHTML
Education
San Francisco State University
BSCS, Computer Science
UCSF October 2007 - Present
Briefing.com 1997 - 2007
DHL Airways 1994 - 1997
Skills
Access, C++, Databases, JavaScript, Software Engineering, Software Development, Start-ups, Product Development, User Interface Design, Microsoft SQL Server, Python, C, XHTML, OOP, CSS, SharePoint, Troubleshooting, XML, Cloud Computing, SDLC, UML, Visual Basic, HTML, PL/SQL, Java, SQL, XSLT, Analysis, Database Design, IIS, Object Oriented Design, TCP/IP, Software Project..., ASP.NET, Web Development, Business Intelligence, E-commerce, Crystal Reports, VBScript, Testing, DHTML
Education
San Francisco State University
BSCS, Computer Science
Bradley Bader Bradley Bader's Briefing.com Experience February 2000 - March 2008
Job Netsuite Project Manager and Consultant
Industry Information Technology and Services
Experience
Joyent November 2009 - September 2010
Astreya Partners May 2009 - November 2009
Briefing.com February 2000 - March 2008
Landec Corporation June 1997 - February 2000
VidaMed, Inc. September 1996 - January 1997
Cengage Learning (formerly Thomson Learning) June 1983 - June 1996
Skills
Microsoft Excel, MS Project, Netsuite, Netsuite Workflows, Accounting, Revenue Recognition, Treasury Management, Benefits Administration, Start-ups, Financial Reporting, General Ledger, Consolidation, QuickBooks, SEC filings, Financial Analysis, Business Strategy, Financial Accounting, GAAP, Cash Management, Forecasting, Great Plains Software, Strategic Financial..., Strategic Planning, Mergers
Education
San Francisco State University, College of Business
BS
Joyent November 2009 - September 2010
Astreya Partners May 2009 - November 2009
Briefing.com February 2000 - March 2008
Landec Corporation June 1997 - February 2000
VidaMed, Inc. September 1996 - January 1997
Cengage Learning (formerly Thomson Learning) June 1983 - June 1996
Skills
Microsoft Excel, MS Project, Netsuite, Netsuite Workflows, Accounting, Revenue Recognition, Treasury Management, Benefits Administration, Start-ups, Financial Reporting, General Ledger, Consolidation, QuickBooks, SEC filings, Financial Analysis, Business Strategy, Financial Accounting, GAAP, Cash Management, Forecasting, Great Plains Software, Strategic Financial..., Strategic Planning, Mergers
Education
San Francisco State University, College of Business
BS
Brandon Shephard Brandon Shephard's Briefing.com Experience February 2009 - April 2010
Job Customer Service Professional
Industry Insurance
Experience
Kelly Svc. (AXA Life Insurance) August 2010 - November 2010
Briefing.com February 2009 - April 2010
Kelly Svc. (J.P Morgan Chase) June 2008 - December 2008
Southwest Airlines July 2007 - January 2008
Rhoda Goldman Plaza August 2006 - June 2007
Blue And Gold Fleet December 2004 - October 2006
Aramark/Muir Woods August 2004 - October 2006
Community Network for Youth April 2003 - March 2004
Community Network Of Youth Development November 2002 - February 2003
Skills
Training, Business Development, Sales
Education
Central Piedmont Community College 2011 — 2013
Health Information Management, Health/Health Care Administration/Management, 95
Central Piedmont College
Communications
Northwest School of the Arts
HS Diploma
Kelly Svc. (AXA Life Insurance) August 2010 - November 2010
Briefing.com February 2009 - April 2010
Kelly Svc. (J.P Morgan Chase) June 2008 - December 2008
Southwest Airlines July 2007 - January 2008
Rhoda Goldman Plaza August 2006 - June 2007
Blue And Gold Fleet December 2004 - October 2006
Aramark/Muir Woods August 2004 - October 2006
Community Network for Youth April 2003 - March 2004
Community Network Of Youth Development November 2002 - February 2003
Skills
Training, Business Development, Sales
Education
Central Piedmont Community College 2011 — 2013
Health Information Management, Health/Health Care Administration/Management, 95
Central Piedmont College
Communications
Northwest School of the Arts
HS Diploma
Doris Dove White Doris Dove White's Briefing.com Experience June 2009 - March 2010
Job Account Manager
Industry Information Services
Experience
Broker September 2004 - January 2013
Briefing.com June 2009 - March 2010
Calyon Financial January 2003 - August 2004
Egon Zehnder International January 2000 - November 2001
Skills
VoIP, Telecommunications, Vendor Relations, Sales, Strategy, Cloud Computing, Analysis, Lead Generation, Troubleshooting, Vendors, Vendor Management, Budgets, Sales Operations, Cisco Technologies, Networking, Sales Process, Market Research, Cold Calling, Online Marketing, Training
Education
Carver High School
Carver Military\
New York Institute of Technology - School of Management
Master of Business Administration (MBA), Business Administration and Management, General
Roosevelt University
Bachelor of Professional, Telecommunications
Broker September 2004 - January 2013
Briefing.com June 2009 - March 2010
Calyon Financial January 2003 - August 2004
Egon Zehnder International January 2000 - November 2001
Skills
VoIP, Telecommunications, Vendor Relations, Sales, Strategy, Cloud Computing, Analysis, Lead Generation, Troubleshooting, Vendors, Vendor Management, Budgets, Sales Operations, Cisco Technologies, Networking, Sales Process, Market Research, Cold Calling, Online Marketing, Training
Education
Carver High School
Carver Military\
New York Institute of Technology - School of Management
Master of Business Administration (MBA), Business Administration and Management, General
Roosevelt University
Bachelor of Professional, Telecommunications
Marcus Doesserich Marcus Doesserich's Briefing.com Experience January 1995 - January 1997
Job Senior Product Manager at Schwab Institutional
Industry Investment Management
Experience
Charles Schwab November 2005 - Present
Barclays Global Investors October 2003 - November 2005
Bank of America August 1997 - March 2003
Briefing.com January 1995 - January 1997
Skills
Product Management, Management, Marketing Strategy, Integration, Portfolio Management, Product Development, Investments, Budgets, Sales, Cross-functional Team..., Strategy, Business Analysis, Finance, Analysis, Project Management, Program Management, Financial Services, SDLC, Agile Methodologies, Marketing, Product Marketing, Leadership, Business Strategy, Software Project...
Education
San Francisco State University 1997 — 2004
MA, Econometrics
San Francisco State University 1996 — 1997
MBA, Business Administration
University of California, Irvine 1986 — 1991
BA, Economics
University of California, Irvine 1986 — 1991
BA, History
University of California, Irvine 1986 — 1991
BA, Literature
Charles Schwab November 2005 - Present
Barclays Global Investors October 2003 - November 2005
Bank of America August 1997 - March 2003
Briefing.com January 1995 - January 1997
Skills
Product Management, Management, Marketing Strategy, Integration, Portfolio Management, Product Development, Investments, Budgets, Sales, Cross-functional Team..., Strategy, Business Analysis, Finance, Analysis, Project Management, Program Management, Financial Services, SDLC, Agile Methodologies, Marketing, Product Marketing, Leadership, Business Strategy, Software Project...
Education
San Francisco State University 1997 — 2004
MA, Econometrics
San Francisco State University 1996 — 1997
MBA, Business Administration
University of California, Irvine 1986 — 1991
BA, Economics
University of California, Irvine 1986 — 1991
BA, History
University of California, Irvine 1986 — 1991
BA, Literature
Larry Dresner Larry Dresner's Briefing.com Experience April 2000 - January 2011
Job Lamplighter at Black Rock City
Industry Program Development
Experience
Black Rock City July 2010 - Present
Briefing.com April 2000 - January 2011
Bechtel 1994 - 2000
PMB Engineering 1990 - 1994
Dresner Construction 1970 - 1990
Skills
JavaScript, CSS, C++, Software Development, HTML, Web Development, Software Engineering, Databases, C#, XML, Web Applications, Linux, Microsoft SQL Server, Database Design, SOA, Windows, SQL, Web Services, C, Agile Methodologies, Troubleshooting, Visual Studio, Scrum, Perl, Unix, Python, Android, Java, E-commerce, Apache, ASP.NET, MySQL, .NET, PHP
Education
San Francisco State University 1987 — 1989
BS, Computer Science
Skyline College 1982 — 1987
AA, Mathmatics, Computer Science
City College of San Francisco 1968 — 1970
Black Rock City July 2010 - Present
Briefing.com April 2000 - January 2011
Bechtel 1994 - 2000
PMB Engineering 1990 - 1994
Dresner Construction 1970 - 1990
Skills
JavaScript, CSS, C++, Software Development, HTML, Web Development, Software Engineering, Databases, C#, XML, Web Applications, Linux, Microsoft SQL Server, Database Design, SOA, Windows, SQL, Web Services, C, Agile Methodologies, Troubleshooting, Visual Studio, Scrum, Perl, Unix, Python, Android, Java, E-commerce, Apache, ASP.NET, MySQL, .NET, PHP
Education
San Francisco State University 1987 — 1989
BS, Computer Science
Skyline College 1982 — 1987
AA, Mathmatics, Computer Science
City College of San Francisco 1968 — 1970
Joe Loftis Joe Loftis's Briefing.com Experience 2007 - 2010
Job Project Manager at CCC Information Services
Industry Information Technology and Services
Experience
bswift February 2014 - May 2015
CCC Information Services December 2011 - February 2014
Bright Trading September 2010 - December 2011
Briefing.com 2007 - 2010
Chicago Stock Exchange 1996 - 2006
Skills
Account Management, Business Analysis, Customer Service, Leadership, Process Improvement, Risk Management, Strategic Planning, Strategy, Financial Analysis, Project Management, Management, Sales, Vendor Management
Education
Illinois State University 1991 — 1996
bswift February 2014 - May 2015
CCC Information Services December 2011 - February 2014
Bright Trading September 2010 - December 2011
Briefing.com 2007 - 2010
Chicago Stock Exchange 1996 - 2006
Skills
Account Management, Business Analysis, Customer Service, Leadership, Process Improvement, Risk Management, Strategic Planning, Strategy, Financial Analysis, Project Management, Management, Sales, Vendor Management
Education
Illinois State University 1991 — 1996
Craig Dalrymple's Briefing.com Experience June 2007 - October 2008
Job Business Development Manager Deutsche Boerse
Industry Financial Services
Experience
Deutsche Börse October 2008 - Present
Briefing.Com June 2007 - October 2008
Interactive Brokers 2006 - 2007
CD Futures Trading 2000 - 2006
Skills
Electronic Trading, Options, Equities, Financial Markets, Derivatives, Fixed Income, Trading, Market Data, FX, Technical Analysis, Commodities, Capital Markets, ETFs, Hedge Funds, Institutional, Futures, Forex, Institutional Sales, Data Feeds, Low Latency, Futures Trading, Currency Futures, FX trading, Sales, Sales Management, New Business Development, Equity Trading, Securities, Equity Derivatives, Commodity
Education
Massachusetts College of Liberal Arts 1998 — 2003
BS, Business Management
Bridgton Academy 1988 — 1989
PG
Deutsche Börse October 2008 - Present
Briefing.Com June 2007 - October 2008
Interactive Brokers 2006 - 2007
CD Futures Trading 2000 - 2006
Skills
Electronic Trading, Options, Equities, Financial Markets, Derivatives, Fixed Income, Trading, Market Data, FX, Technical Analysis, Commodities, Capital Markets, ETFs, Hedge Funds, Institutional, Futures, Forex, Institutional Sales, Data Feeds, Low Latency, Futures Trading, Currency Futures, FX trading, Sales, Sales Management, New Business Development, Equity Trading, Securities, Equity Derivatives, Commodity
Education
Massachusetts College of Liberal Arts 1998 — 2003
BS, Business Management
Bridgton Academy 1988 — 1989
PG
Jon Henninger's Briefing.com Experience November 2006 - Present
Job Elkhorn Real Estate Specialist, Stocktrader, Investor, Portfolio Manager
Industry Real Estate
Experience
Omaha Real Estate Group / www.ElkhornLife.com August 2013 - Present
Briefing.com November 2006 - Present
Nebraska Army National Guard February 2000 - February 2006
Skills
Investments, Contract Negotiation, Real Estate Transactions, Growth Investing, Stock Trading, Financial Analysis, Sales, Real Estate, Finance, Technical Analysis, Portfolio Management, Equity Research, Equity Research Analysis, Series 7, Asset Management
Education
Randall School of Real Estate 2013 — 2013
University of Nebraska-Lincoln 2000 — 2004
Bachelor of Science (BS), Family and Consumer Sciences/Human Sciences
Omaha Real Estate Group / www.ElkhornLife.com August 2013 - Present
Briefing.com November 2006 - Present
Nebraska Army National Guard February 2000 - February 2006
Skills
Investments, Contract Negotiation, Real Estate Transactions, Growth Investing, Stock Trading, Financial Analysis, Sales, Real Estate, Finance, Technical Analysis, Portfolio Management, Equity Research, Equity Research Analysis, Series 7, Asset Management
Education
Randall School of Real Estate 2013 — 2013
University of Nebraska-Lincoln 2000 — 2004
Bachelor of Science (BS), Family and Consumer Sciences/Human Sciences
Kiko Calpito Kiko Calpito's Briefing.com Experience April 2008 - October 2012
Job Web Application Developer at KeylessRide
Industry Computer Software
Experience
KeylessRide January 2013 - Present
Briefing.com April 2008 - October 2012
Network Equipment Technologies January 2006 - March 2008
Adflight 2000 - 2001
Skills
Business Analysis, Database Design, Microsoft SQL Server, C#, JavaScript, jQuery, jQuery UI, HTML, XML, XSL, Integration, ASP.NET MVC, Java, SDLC
Education
Saint Louis University (PH) 1990 — 1994
Bachelor's degree, Computer Science
KeylessRide January 2013 - Present
Briefing.com April 2008 - October 2012
Network Equipment Technologies January 2006 - March 2008
Adflight 2000 - 2001
Skills
Business Analysis, Database Design, Microsoft SQL Server, C#, JavaScript, jQuery, jQuery UI, HTML, XML, XSL, Integration, ASP.NET MVC, Java, SDLC
Education
Saint Louis University (PH) 1990 — 1994
Bachelor's degree, Computer Science
Himanshu D. Patel Himanshu D. Patel's Briefing.com Experience December 1999 - January 2009
Job Software Engineer at Exponent Inc.
Industry Financial Services
Experience
Exponent Inc October 2014 - Present
Systema Software, LLC May 2014 - October 2014
Contractor July 2013 - June 2014
California Society of CPAs/CalCPA Education Foundation February 2013 - July 2013
Konica Minolta Business Solutions U.S.A., Inc. August 2012 - February 2013
University of California, San Francisco (UCSF) January 2009 - August 2012
Briefing.com December 1999 - January 2009
Standard & Poor's February 1999 - December 1999
Initio Corporation September 1997 - February 1999
Mentor Graphics December 1996 - September 1997
Skills
Software Development, Software Engineering, Database Development, Database Analysis, ASP.NET, ASP.NET AJAX, User Interface Design, Software Project..., ASP.NET MVC, WCF, C#, Product Development, Software Quality..., Database Design, Microsoft SQL Server, MVVM, Visual Studio, UML, Data Modeling, Desktop Application..., Web Services, .NET, Databases, SOA, SQL, XML, Web Applications
Education
San Jose State University
Bachelor of Science (BS), Computer Engineering
Washington High School, Fremont, CA
High School Diploma, High School Diploma
Exponent Inc October 2014 - Present
Systema Software, LLC May 2014 - October 2014
Contractor July 2013 - June 2014
California Society of CPAs/CalCPA Education Foundation February 2013 - July 2013
Konica Minolta Business Solutions U.S.A., Inc. August 2012 - February 2013
University of California, San Francisco (UCSF) January 2009 - August 2012
Briefing.com December 1999 - January 2009
Standard & Poor's February 1999 - December 1999
Initio Corporation September 1997 - February 1999
Mentor Graphics December 1996 - September 1997
Skills
Software Development, Software Engineering, Database Development, Database Analysis, ASP.NET, ASP.NET AJAX, User Interface Design, Software Project..., ASP.NET MVC, WCF, C#, Product Development, Software Quality..., Database Design, Microsoft SQL Server, MVVM, Visual Studio, UML, Data Modeling, Desktop Application..., Web Services, .NET, Databases, SOA, SQL, XML, Web Applications
Education
San Jose State University
Bachelor of Science (BS), Computer Engineering
Washington High School, Fremont, CA
High School Diploma, High School Diploma
Heather Hagan's Briefing.com Experience April 2008 - August 2010
Job Sr. Analyst at Cerner Corporation
Industry Computer Software
Experience
Cerner Corporation November 2013 - Present
Cerner Corporation August 2010 - November 2013
Briefing.com April 2008 - August 2010
Skills
Requirements Analysis, Databases, Strategic Planning, Software Documentation
Education
Kansas State University 2002 — 2006
Hospitality, Spanish, Business
Cerner Corporation November 2013 - Present
Cerner Corporation August 2010 - November 2013
Briefing.com April 2008 - August 2010
Skills
Requirements Analysis, Databases, Strategic Planning, Software Documentation
Education
Kansas State University 2002 — 2006
Hospitality, Spanish, Business
Samuel Kasle's Briefing.com Experience January 2004 - April 2008
Job Head of Self Directed Retail at Lending Club
Industry Financial Services
Experience
Lending Club August 2015 - Present
Lending Club June 2011 - Present
Lending Club June 2010 - May 2011
Lending Club June 2009 - May 2010
Inner8 April 2008 - April 2009
Briefing.com January 2004 - April 2008
Dante's, LLP April 2000 - May 2003
Skills
Infinite Capacity, Cross-functional Team..., Product Development, Business Development, Business Strategy, Marketing Strategy, Start-ups, Strategy, Social Media Marketing, Analytics, Product Management, Financial Modeling, Product Marketing, Management, Portfolio Management, Marketing, Strategic Planning, Financial Services, E-commerce, Team Building, Investments, Entrepreneurship, Leadership, Strategic Partnerships, P&L Management, B2B, Competitive Analysis, Market Research
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA
The School of the Art Institute of Chicago 2003 — 2004
Post Bacc
Market Technicians Association 2005 — 2006
CMT
US Sailing - Club Nautique in San Fran 2003 — 2014
Ocean Passage Making
University of Missouri-Saint Louis 1997 — 2001
BFA
University of Florida 1992 — 1996
Pine View School 1986 — 1992
High School & Middle School
Monhegan Island School 1979 — 1986
Lending Club August 2015 - Present
Lending Club June 2011 - Present
Lending Club June 2010 - May 2011
Lending Club June 2009 - May 2010
Inner8 April 2008 - April 2009
Briefing.com January 2004 - April 2008
Dante's, LLP April 2000 - May 2003
Skills
Infinite Capacity, Cross-functional Team..., Product Development, Business Development, Business Strategy, Marketing Strategy, Start-ups, Strategy, Social Media Marketing, Analytics, Product Management, Financial Modeling, Product Marketing, Management, Portfolio Management, Marketing, Strategic Planning, Financial Services, E-commerce, Team Building, Investments, Entrepreneurship, Leadership, Strategic Partnerships, P&L Management, B2B, Competitive Analysis, Market Research
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA
The School of the Art Institute of Chicago 2003 — 2004
Post Bacc
Market Technicians Association 2005 — 2006
CMT
US Sailing - Club Nautique in San Fran 2003 — 2014
Ocean Passage Making
University of Missouri-Saint Louis 1997 — 2001
BFA
University of Florida 1992 — 1996
Pine View School 1986 — 1992
High School & Middle School
Monhegan Island School 1979 — 1986
Cass Rhymes's Briefing.com Experience September 1997 - Present
Job SVP Briefing.com
Industry Online Media
Experience
Briefing.com September 1997 - Present
CNBC 1995 - 1996
Market News Service 1982 - 1991
Skills
Advertising, Banking, Bloomberg, Digital Marketing, Digital Media, E-commerce, Editorial, Entrepreneurship, Finance, Financial Services, Fundraising, Lead Generation, Leadership, Management, Marketing, Nonprofits, Online Advertising, Product Development, Recruiting, Sales, Sales Operations, Start-ups, Strategic Planning
Education
University of California, Berkeley 1970 — 1974
BA, Political Science
Briefing.com September 1997 - Present
CNBC 1995 - 1996
Market News Service 1982 - 1991
Skills
Advertising, Banking, Bloomberg, Digital Marketing, Digital Media, E-commerce, Editorial, Entrepreneurship, Finance, Financial Services, Fundraising, Lead Generation, Leadership, Management, Marketing, Nonprofits, Online Advertising, Product Development, Recruiting, Sales, Sales Operations, Start-ups, Strategic Planning
Education
University of California, Berkeley 1970 — 1974
BA, Political Science
Yonel Larose's Briefing.com Experience March 2005 - November 2007
Job
Industry Information Technology and Services
Experience
Huron Consulting Group November 2014 - Present
Baker & McKenzie July 2008 - November 2014
Apex Systems March 2007 - January 2008
Briefing.com March 2005 - November 2007
Skills
Active Directory, Windows Server, XP, Microsoft Exchange, Troubleshooting, VPN, Technical Support, Networking, Blackberry Enterprise..., Windows, Software Installation, Software Documentation, Hardware, Blackberry, Disaster Recovery, eCopy, Enterprise Vault, Office 2010, Microsoft Office 2013, IP management, Legal MacPac, Hummingbird DM, Best Authority, VMware, Windows 7, Windows Vista, Windows 8, Mac OS, Norton Ghost, Network Administration, SharePoint
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
Masters
Indiana Institute of Technology 1999 — 2002
Bachelor of Science
Univer Freres Raphael 1990 — 1996
Huron Consulting Group November 2014 - Present
Baker & McKenzie July 2008 - November 2014
Apex Systems March 2007 - January 2008
Briefing.com March 2005 - November 2007
Skills
Active Directory, Windows Server, XP, Microsoft Exchange, Troubleshooting, VPN, Technical Support, Networking, Blackberry Enterprise..., Windows, Software Installation, Software Documentation, Hardware, Blackberry, Disaster Recovery, eCopy, Enterprise Vault, Office 2010, Microsoft Office 2013, IP management, Legal MacPac, Hummingbird DM, Best Authority, VMware, Windows 7, Windows Vista, Windows 8, Mac OS, Norton Ghost, Network Administration, SharePoint
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
Masters
Indiana Institute of Technology 1999 — 2002
Bachelor of Science
Univer Freres Raphael 1990 — 1996
Jackie Guillory's Briefing.com Experience March 2000 - March 2007
Job Customer Experience Manager at Collaborative Alliance for Nursing Outcomes
Industry Hospital & Health Care
Experience
Collaborative Alliance for Nursing Outcomes July 2012 - Present
Appcelerator August 2011 - April 2012
EMC April 2010 - August 2011
EMC March 2007 - March 2010
Briefing.com March 2000 - March 2007
Skills
Salesforce, Microsoft..., Salesforce.com, Enterprise Software, Solution Selling, E-commerce, Management, Sales Process, Channel, Forecasting, B2B, Direct Sales, Professional Services, Sales, CRM, Cloud Computing, New Business Development, Project Management, Sales Operations, Account Management, Marketing, SaaS, Selling
Education
California State University-East Bay 2013 — 2015
Master's Degree Public Administration / Health Care Administration, Non-Profit/Public/Organizational Management
San Jose State University 1982 — 1987
Bachelor of Science, Graphic Design
Collaborative Alliance for Nursing Outcomes July 2012 - Present
Appcelerator August 2011 - April 2012
EMC April 2010 - August 2011
EMC March 2007 - March 2010
Briefing.com March 2000 - March 2007
Skills
Salesforce, Microsoft..., Salesforce.com, Enterprise Software, Solution Selling, E-commerce, Management, Sales Process, Channel, Forecasting, B2B, Direct Sales, Professional Services, Sales, CRM, Cloud Computing, New Business Development, Project Management, Sales Operations, Account Management, Marketing, SaaS, Selling
Education
California State University-East Bay 2013 — 2015
Master's Degree Public Administration / Health Care Administration, Non-Profit/Public/Organizational Management
San Jose State University 1982 — 1987
Bachelor of Science, Graphic Design
Kulsum Arif's Briefing.com Experience May 2003 - September 2005
Job Sr Software Engineer at Ellie Mae
Industry Internet
Experience
Ellie Mae May 2012 - Present
FrontRange Solutions 2007 - May 2012
eBay Inc October 2005 - 2007
Briefing.com May 2003 - September 2005
Skills
Agile Methodologies, XML
Education
Bharathidasan University
Bachelor of Engineering, Computer Science
Ellie Mae May 2012 - Present
FrontRange Solutions 2007 - May 2012
eBay Inc October 2005 - 2007
Briefing.com May 2003 - September 2005
Skills
Agile Methodologies, XML
Education
Bharathidasan University
Bachelor of Engineering, Computer Science
Nicole Pecyna's Briefing.com Experience July 2006 - September 2008
Job Supervisor, Market Surveillance at CME Group
Industry Capital Markets
Experience
CME Group September 2008 - Present
Briefing.com July 2006 - September 2008
Galactic Universal Trading June 2004 - July 2006
Skills
Bloomberg, Equities, Derivatives, Options, Trading, Financial Markets, Fixed Income, Commodity, Equity Research, Financial Modeling, Hedge Funds, Capital Markets, Investments, Electronic Trading, Financial Analysis, Securities, Risk Management
Education
University of Illinois at Urbana-Champaign 2000 — 2004
CME Group September 2008 - Present
Briefing.com July 2006 - September 2008
Galactic Universal Trading June 2004 - July 2006
Skills
Bloomberg, Equities, Derivatives, Options, Trading, Financial Markets, Fixed Income, Commodity, Equity Research, Financial Modeling, Hedge Funds, Capital Markets, Investments, Electronic Trading, Financial Analysis, Securities, Risk Management
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Debbie Torgan's Briefing.com Experience August 1999 - May 2007
Job Web Designer at Rotary International
Industry Internet
Experience
Rotary International October 2009 - Present
a variety of companies August 1997 - Present
Healthcare Information Management Systems Society (HIMSS) January 2009 - March 2009
Motorola March 2008 - December 2008
Harpo November 2007 - January 2008
Briefing.com August 1999 - May 2007
Skills
CSS, User Interface Design, Graphic Design
Education
Syracuse University 1979 — 1983
Rotary International October 2009 - Present
a variety of companies August 1997 - Present
Healthcare Information Management Systems Society (HIMSS) January 2009 - March 2009
Motorola March 2008 - December 2008
Harpo November 2007 - January 2008
Briefing.com August 1999 - May 2007
Skills
CSS, User Interface Design, Graphic Design
Education
Syracuse University 1979 — 1983
Celia Ffrench's Briefing.com Experience May 1999 - September 2002
Job Vice President of Marketing at West Coast University and American Career College
Industry Marketing and Advertising
Experience
West Coast University & American Career College November 2011 - Present
Teachscape November 2010 - November 2011
Dana Education Corporation December 2009 - July 2010
Career Education Corporation September 2005 - November 2009
Career Education Corporation September 2004 - September 2005
Career Education Corporation September 2003 - September 2004
American InterContinental University (AIU) September 2002 - September 2003
Briefing.com May 1999 - September 2002
Grand Teton Music Festival September 1996 - May 1999
Skills
Marketing Research, Lead Generation, Social Media, Affiliate Marketing, Website Development, Project Management, Marketing Strategy, Social Media Marketing, Digital Marketing, Online Marketing, Online Advertising, Marketing Management, Direct Marketing, Advertising, Budgets, Web Analytics, Email Marketing, Strategic Planning, Marketing, CRM, Strategy, Leadership, SEM, Media Planning, Creative Direction, Strategic Partnerships, SEO, Social Networking, Market Research, PPC, Marketing Communications, Interactive Marketing, Integrated Marketing, Online Lead Generation, Brand Management, Mobile Marketing, Analytics, Customer Retention, Database Marketing, Customer Acquisition, Direct Mail, Media Buying, Competitive Analysis, Google Analytics, B2B Marketing, Enrollment Management, Digital Strategy, Google Adwords, Web Marketing, Student Recruiting
Education
University of Iowa 1988 — 1994
Bachelor of Science (B.S.), Anthropology
University of Iowa
West Coast University & American Career College November 2011 - Present
Teachscape November 2010 - November 2011
Dana Education Corporation December 2009 - July 2010
Career Education Corporation September 2005 - November 2009
Career Education Corporation September 2004 - September 2005
Career Education Corporation September 2003 - September 2004
American InterContinental University (AIU) September 2002 - September 2003
Briefing.com May 1999 - September 2002
Grand Teton Music Festival September 1996 - May 1999
Skills
Marketing Research, Lead Generation, Social Media, Affiliate Marketing, Website Development, Project Management, Marketing Strategy, Social Media Marketing, Digital Marketing, Online Marketing, Online Advertising, Marketing Management, Direct Marketing, Advertising, Budgets, Web Analytics, Email Marketing, Strategic Planning, Marketing, CRM, Strategy, Leadership, SEM, Media Planning, Creative Direction, Strategic Partnerships, SEO, Social Networking, Market Research, PPC, Marketing Communications, Interactive Marketing, Integrated Marketing, Online Lead Generation, Brand Management, Mobile Marketing, Analytics, Customer Retention, Database Marketing, Customer Acquisition, Direct Mail, Media Buying, Competitive Analysis, Google Analytics, B2B Marketing, Enrollment Management, Digital Strategy, Google Adwords, Web Marketing, Student Recruiting
Education
University of Iowa 1988 — 1994
Bachelor of Science (B.S.), Anthropology
University of Iowa
Amish Kadakia, MBA's Briefing.com Experience December 2011 - September 2012
Job Accounting Manager at Aurora Civic Center Authority/Paramount Theatre
Industry Entertainment
Experience
Aurora Civic Center Authority/Paramount Theatre October 2012 - Present
Briefing.com December 2011 - September 2012
ALA June 2007 - November 2011
Harris Bank March 2004 - June 2007
TCF Bank August 2001 - February 2004
Skills
Accounting, Accounts Payable, Account Reconciliation, General Ledger, Financial Analysis, Accounts Receivable, Financial Reporting, Microsoft Office, Budgets, Internal Audit, Finance, Payroll, Customer Service, Banking, Billing, Reconciliation, Journal Entries, Microsoft Excel, Cash Management, Sarbanes-Oxley Act, PowerPoint, Outlook, Microsoft Word, GAAP, Internal Controls, Problem Solving, Great Plains, Supervisory Skills, Budgeting, Audit, SOX, Tax, Customer Relations, Peachtree, Bank Reconciliation, Process Improvement, Financial Accounting, Financial Statements, Fixed Assets, Variance Analysis, Non-profits, Accruals, Cost Accounting, US GAAP, Revenue Recognition, Sales Tax, ADP Payroll, Patron Edge, Inventory Control, Management
Education
Keller Graduate School of Management of DeVry University 2008 — 2010
MBA, Accounting
DeVry University 2004 — 2006
Bachelors of Science in Business Administration, Accounting
Aurora Civic Center Authority/Paramount Theatre October 2012 - Present
Briefing.com December 2011 - September 2012
ALA June 2007 - November 2011
Harris Bank March 2004 - June 2007
TCF Bank August 2001 - February 2004
Skills
Accounting, Accounts Payable, Account Reconciliation, General Ledger, Financial Analysis, Accounts Receivable, Financial Reporting, Microsoft Office, Budgets, Internal Audit, Finance, Payroll, Customer Service, Banking, Billing, Reconciliation, Journal Entries, Microsoft Excel, Cash Management, Sarbanes-Oxley Act, PowerPoint, Outlook, Microsoft Word, GAAP, Internal Controls, Problem Solving, Great Plains, Supervisory Skills, Budgeting, Audit, SOX, Tax, Customer Relations, Peachtree, Bank Reconciliation, Process Improvement, Financial Accounting, Financial Statements, Fixed Assets, Variance Analysis, Non-profits, Accruals, Cost Accounting, US GAAP, Revenue Recognition, Sales Tax, ADP Payroll, Patron Edge, Inventory Control, Management
Education
Keller Graduate School of Management of DeVry University 2008 — 2010
MBA, Accounting
DeVry University 2004 — 2006
Bachelors of Science in Business Administration, Accounting
Ryan K McShane's Briefing.com Experience September 2007 - December 2008
Job Manager of Fund Research
Industry Investment Management
Experience
TCS Group September 2014 - April 2015
TCS Group January 2014 - September 2014
TCS Group April 2013 - January 2014
Briefing Research (Unit of Briefing.com) May 2011 - October 2012
Briefing Research (unit of Briefing.com) December 2008 - May 2011
Briefing.com September 2007 - December 2008
Senior Vice President of Investments at UBS May 2007 - September 2007
Skills
Factset, Bloomberg, Excel, Word, Access, Financial Modeling, VBA, Industry Analysis, Economics, Equities, Backstop Solutions Group, CRM, Zephyr Style Advisor, Due Diligence, Portfolio Management, Asset Allocation, Asset Management, Equity Valuation, Equity Research, Valuation, Investments, Hedge Funds, Fixed Income, Finance, Capital Markets, Financial Analysis, Alternative Investments, Financial Markets, Mutual Funds, Private Equity, Management
Education
Carroll University
B.S., Business Administration
TCS Group September 2014 - April 2015
TCS Group January 2014 - September 2014
TCS Group April 2013 - January 2014
Briefing Research (Unit of Briefing.com) May 2011 - October 2012
Briefing Research (unit of Briefing.com) December 2008 - May 2011
Briefing.com September 2007 - December 2008
Senior Vice President of Investments at UBS May 2007 - September 2007
Skills
Factset, Bloomberg, Excel, Word, Access, Financial Modeling, VBA, Industry Analysis, Economics, Equities, Backstop Solutions Group, CRM, Zephyr Style Advisor, Due Diligence, Portfolio Management, Asset Allocation, Asset Management, Equity Valuation, Equity Research, Valuation, Investments, Hedge Funds, Fixed Income, Finance, Capital Markets, Financial Analysis, Alternative Investments, Financial Markets, Mutual Funds, Private Equity, Management
Education
Carroll University
B.S., Business Administration
Alex Shadunsky's Briefing.com Experience August 2007 - July 2010
Job Equity Analyst
Industry Financial Services
Experience
Avatar Securities, LLC May 2011 - August 2011
Briefing.com August 2007 - July 2010
Xerox September 2006 - March 2007
Merrill Lynch May 2006 - August 2006
Skills
Bloomberg, Equities, Asset Management, Corporate Finance, Equity Valuation, Financial Markets, Portfolio Management, Investments, Fixed Income, Finance, Financial Modeling, Financial Analysis, Hedge Funds, Equity Research, Valuation, Capital Markets
Education
Indiana University - Kelley School of Business 2010 — 2011
N/A - Completed First Year of MBA Program, Finance
Rochester Institute of Technology 2003 — 2007
Bachelor's, Finance
Avatar Securities, LLC May 2011 - August 2011
Briefing.com August 2007 - July 2010
Xerox September 2006 - March 2007
Merrill Lynch May 2006 - August 2006
Skills
Bloomberg, Equities, Asset Management, Corporate Finance, Equity Valuation, Financial Markets, Portfolio Management, Investments, Fixed Income, Finance, Financial Modeling, Financial Analysis, Hedge Funds, Equity Research, Valuation, Capital Markets
Education
Indiana University - Kelley School of Business 2010 — 2011
N/A - Completed First Year of MBA Program, Finance
Rochester Institute of Technology 2003 — 2007
Bachelor's, Finance
Brad Lipschultz's Briefing.com Experience June 2006 - Present
Job Independent Contract Sales
Industry Financial Services
Experience
briefing.com June 2006 - Present
Self employed March 1982 - November 2004
Education
Colorado State University 1977 — 1981
Bachelor of Science (BS), Business Administration and Management, General
briefing.com June 2006 - Present
Self employed March 1982 - November 2004
Education
Colorado State University 1977 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Anthony Buti's Briefing.com Experience November 2008 - April 2010
Job Sales Finance Analyst at Gearbox Holdings
Industry Automotive
Experience
Gearbox Holdings September 2014 - Present
Panduit November 2012 - August 2014
AB Trading Group May 2010 - June 2012
Briefing.com November 2008 - April 2010
Hightower Advisors March 2008 - August 2008
The Endeavor Companies, LLC September 2007 - February 2008
The Alley Company April 2007 - August 2007
Skills
Financial Modeling, Equity Research, Equity Trading, Equity Derivatives, Trading, Equity Valuation, Fixed Income Analysis, Economics, Fundamental Analysis, Cash Flow Forecasting, Capital Markets, Valuation, Investments, Financial Statements, Fixed Income, Options, Analysis, Hedge Funds
Education
Lake Forest College 2004 — 2008
Bachelor of Arts (B.A.), Economics and Psychology
Lake Forest College 2004 — 2008
Bachelor of Arts (B.A.), Economics and Psychology
Gearbox Holdings September 2014 - Present
Panduit November 2012 - August 2014
AB Trading Group May 2010 - June 2012
Briefing.com November 2008 - April 2010
Hightower Advisors March 2008 - August 2008
The Endeavor Companies, LLC September 2007 - February 2008
The Alley Company April 2007 - August 2007
Skills
Financial Modeling, Equity Research, Equity Trading, Equity Derivatives, Trading, Equity Valuation, Fixed Income Analysis, Economics, Fundamental Analysis, Cash Flow Forecasting, Capital Markets, Valuation, Investments, Financial Statements, Fixed Income, Options, Analysis, Hedge Funds
Education
Lake Forest College 2004 — 2008
Bachelor of Arts (B.A.), Economics and Psychology
Lake Forest College 2004 — 2008
Bachelor of Arts (B.A.), Economics and Psychology
Anthony Galli's Briefing.com Experience 2006 - February 2009
Job Sr. Network Infrastructure Engineer, Messaging and Mobility at Monsanto Company
Industry Financial Services
Experience
Monsanto Company January 2014 - Present
Equifax February 2009 - January 2014
Briefing.com 2006 - February 2009
Globalcom July 2006 - December 2006
SAVVIS March 2004 - July 2006
Skills
Active Directory, System Administration, Virtualization, Group Policy, Windows Server, Network Security, Disaster Recovery, Data Center, VMware, Firewalls, VPN, ITIL, Cisco Technologies, Server Architecture, Unix, Windows, TCP/IP, Microsoft SQL Server, WAN, Microsoft Exchange, IronMail, Sonicwall, McAfee, F5 BigIP, Voltage, SOX Compliancy, iOS, Blackberry Enterprise..., good mobile messaging, IIS, SMTP, SSL, SSL Certificates, DNS, Netbackup, Symantec Endpoint..., Symantec Backup, Technical Support, Windows 7, Switches, Security, Citrix, VMware ESX, Apache, Cluster, Lync Server 2010, Linux, Network Architecture, VMware Infrastructure, Hyper-V
Education
Missouri State University 2000 — 2004
BS, Computer Information Systems
Monsanto Company January 2014 - Present
Equifax February 2009 - January 2014
Briefing.com 2006 - February 2009
Globalcom July 2006 - December 2006
SAVVIS March 2004 - July 2006
Skills
Active Directory, System Administration, Virtualization, Group Policy, Windows Server, Network Security, Disaster Recovery, Data Center, VMware, Firewalls, VPN, ITIL, Cisco Technologies, Server Architecture, Unix, Windows, TCP/IP, Microsoft SQL Server, WAN, Microsoft Exchange, IronMail, Sonicwall, McAfee, F5 BigIP, Voltage, SOX Compliancy, iOS, Blackberry Enterprise..., good mobile messaging, IIS, SMTP, SSL, SSL Certificates, DNS, Netbackup, Symantec Endpoint..., Symantec Backup, Technical Support, Windows 7, Switches, Security, Citrix, VMware ESX, Apache, Cluster, Lync Server 2010, Linux, Network Architecture, VMware Infrastructure, Hyper-V
Education
Missouri State University 2000 — 2004
BS, Computer Information Systems
Lisa Beilfuss's Briefing.com Experience March 2005 - March 2007
Job Reporter at The Wall Street Journal
Industry Online Media
Experience
Chopper Trading, LLC September 2013 - February 2015
Getco LLC March 2007 - September 2013
Briefing.com March 2005 - March 2007
Northern Trust July 2003 - March 2005
Skills
Equities, Asset Managment, Securities, Financial Markets, Asset Management, Derivatives, Fixed Income, Financial News, Electronic Trading, Options, Trading Strategies, Trading Systems, Investments, Private Equity, Bloomberg, Series 7, Financial Modeling, Capital Markets, Trading, Equity Trading, Proprietary Trading
Education
University of Illinois at Urbana-Champaign 1999 — 2003
BA, Economics & English
Chopper Trading, LLC September 2013 - February 2015
Getco LLC March 2007 - September 2013
Briefing.com March 2005 - March 2007
Northern Trust July 2003 - March 2005
Skills
Equities, Asset Managment, Securities, Financial Markets, Asset Management, Derivatives, Fixed Income, Financial News, Electronic Trading, Options, Trading Strategies, Trading Systems, Investments, Private Equity, Bloomberg, Series 7, Financial Modeling, Capital Markets, Trading, Equity Trading, Proprietary Trading
Education
University of Illinois at Urbana-Champaign 1999 — 2003
BA, Economics & English
Penny Green's Briefing.com Experience August 2009 - Present
Job President/CEO Briefing.com
Industry Financial Services
Experience
Briefing.com August 2009 - Present
Save Abandoned Babies Foundation July 2007 - October 2009
MMS International 1982 - 1991
City Prosecutors Office, Omaha NE 1978 - 1980
US Army 1973 - 1976
Skills
Non-profits, Start-ups, Strategic Planning, Business Strategy, Nonprofits, Team Building, Business Performance..., Social Media, Public Speaking, Customer Service, Leadership
Education
Bellevue University
psychology
Briefing.com August 2009 - Present
Save Abandoned Babies Foundation July 2007 - October 2009
MMS International 1982 - 1991
City Prosecutors Office, Omaha NE 1978 - 1980
US Army 1973 - 1976
Skills
Non-profits, Start-ups, Strategic Planning, Business Strategy, Nonprofits, Team Building, Business Performance..., Social Media, Public Speaking, Customer Service, Leadership
Education
Bellevue University
psychology
Joe Marcinko's Briefing.com Experience 2003 - 2004
Job VP MultiAsset Product Manager at Credit Suisse
Industry Banking
Experience
Credit Suisse May 2011 - Present
Merrill Lynch September 2009 - May 2011
Barclays Capital September 2008 - September 2009
Lehman Brothers August 2005 - September 2008
TradePipe, LLC 2003 - 2005
Briefing.com 2003 - 2004
Open E Cry, LLC 2002 - 2003
Skills
Fixed Income, Equities, Derivatives, Trading Systems, Trading, Electronic Trading, Equity Derivatives, Options, Capital Markets, Hedge Funds, Product Management, Risk Management, Front-end, Futures Trading, Interest Rate Swaps
Education
The Ohio State University Fisher College of Business 1998 — 2002
Bachelors, Finance
Credit Suisse May 2011 - Present
Merrill Lynch September 2009 - May 2011
Barclays Capital September 2008 - September 2009
Lehman Brothers August 2005 - September 2008
TradePipe, LLC 2003 - 2005
Briefing.com 2003 - 2004
Open E Cry, LLC 2002 - 2003
Skills
Fixed Income, Equities, Derivatives, Trading Systems, Trading, Electronic Trading, Equity Derivatives, Options, Capital Markets, Hedge Funds, Product Management, Risk Management, Front-end, Futures Trading, Interest Rate Swaps
Education
The Ohio State University Fisher College of Business 1998 — 2002
Bachelors, Finance
Phil Hill, CFA's Briefing.com Experience November 1998 - February 2000
Job Thought Leadership/Strategic Investment Strategies/Investment Team Leadership/Communication Skills/Passion for Investing
Industry Financial Services
Experience
First Republic Bank February 2011 - February 2015
US Trust May 2007 - February 2011
The Savant Group March 2004 - April 2007
Rankling Futures and Options January 2002 - March 2004
The Clorox Company March 2001 - December 2001
On24.com March 2000 - November 2000
Briefing.com November 1998 - February 2000
Skills
Portfolio Management, Equities, Investments, Asset Allocation, Fixed Income, Hedge Funds, Alternative Investments, Investment Management, Business Strategy, Asset Managment, Wealth Management, Series 65, Financial Modeling, Strategic Leadership, Team Leadership, Business Acumen, Thought Leadership, Outstanding..., Collaborative Problem..., Investment Strategies, Strong People Intuition, CFA, MBA
Education
University of San Francisco, MBA 1996 — 1998
MBA, Finance and Economics
University of California, Los Angeles
BA, Sociology
CFA Institute
CFA Charterholder
First Republic Bank February 2011 - February 2015
US Trust May 2007 - February 2011
The Savant Group March 2004 - April 2007
Rankling Futures and Options January 2002 - March 2004
The Clorox Company March 2001 - December 2001
On24.com March 2000 - November 2000
Briefing.com November 1998 - February 2000
Skills
Portfolio Management, Equities, Investments, Asset Allocation, Fixed Income, Hedge Funds, Alternative Investments, Investment Management, Business Strategy, Asset Managment, Wealth Management, Series 65, Financial Modeling, Strategic Leadership, Team Leadership, Business Acumen, Thought Leadership, Outstanding..., Collaborative Problem..., Investment Strategies, Strong People Intuition, CFA, MBA
Education
University of San Francisco, MBA 1996 — 1998
MBA, Finance and Economics
University of California, Los Angeles
BA, Sociology
CFA Institute
CFA Charterholder
Beth Malloy's Briefing.com Experience 2003 - October 2010
Job Contributor at MTNewswires
Industry Writing and Editing
Experience
MTNewswires November 2013 - Present
MEMEME January 1997 - Present
CME Group May 2012 - November 2013
Briefing.com 2003 - October 2010
i dep 1999 - 2001
Skills
Programming and analysis, Editing, Microsoft Office, Research, Customer Service, Public Speaking, Social Media, Strategic Planning, Microsoft Word, Microsoft Excel, Budgets, Event Management, Project Management, Event Planning, Social Media Marketing, Public Relations, Equities, Negotiation, New Business Development, Sales Management, Copy Editing, Options, Creative Writing, Financial Modeling, Photography, Social Networking, Advertising, Music, Government Bonds, Newsletters
Education
Northwestern University 1995 — 2020
Journalism, Finance, See Above
DePaul University 1997 — 1997
Computer Programming and Systems Analysis, Duh
MTNewswires November 2013 - Present
MEMEME January 1997 - Present
CME Group May 2012 - November 2013
Briefing.com 2003 - October 2010
i dep 1999 - 2001
Skills
Programming and analysis, Editing, Microsoft Office, Research, Customer Service, Public Speaking, Social Media, Strategic Planning, Microsoft Word, Microsoft Excel, Budgets, Event Management, Project Management, Event Planning, Social Media Marketing, Public Relations, Equities, Negotiation, New Business Development, Sales Management, Copy Editing, Options, Creative Writing, Financial Modeling, Photography, Social Networking, Advertising, Music, Government Bonds, Newsletters
Education
Northwestern University 1995 — 2020
Journalism, Finance, See Above
DePaul University 1997 — 1997
Computer Programming and Systems Analysis, Duh
Ira D. Epstein's Briefing.com Experience January 2000 - September 2000
Job Membership, Marketing, and Circulation Director
Industry Marketing and Advertising
Experience
Institute of Noetic Sciences February 2001 - May 2004
Briefing.com January 2000 - September 2000
MacHome Magazine / iMac Buyer's Guide May 1999 - January 2000
Dynatrade International September 1997 - May 1999
Epstein Marketing September 1984 - September 1997
Runners World Magazine October 1983 - September 1984
Playgirl Magazine August 1980 - September 1983
L'Officiel USA February 1978 - August 1980
Marvel Comics 1977 - 1977
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Data base reports, Direct Mail Campaigns, Fulfillment Management, Staff Supervision, Copywriting, Promotions, Strategic Planning, Renewal Retention, Billing Systems, Mailing List Management, Membership Development, Public Speaking, Blogging, Marketing, Social Media
Education
Columbia University in the City of New York 1974 — 1977
Graduate studies, Religion/Religious Studies
Queens College 1973 — 1974
Bachelor of Arts (BA) Cum Laude, History
City College of New York-Uptown 1971 — 1973
University of Tel Aviv 1970 — 1971
Institute of Noetic Sciences February 2001 - May 2004
Briefing.com January 2000 - September 2000
MacHome Magazine / iMac Buyer's Guide May 1999 - January 2000
Dynatrade International September 1997 - May 1999
Epstein Marketing September 1984 - September 1997
Runners World Magazine October 1983 - September 1984
Playgirl Magazine August 1980 - September 1983
L'Officiel USA February 1978 - August 1980
Marvel Comics 1977 - 1977
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Data base reports, Direct Mail Campaigns, Fulfillment Management, Staff Supervision, Copywriting, Promotions, Strategic Planning, Renewal Retention, Billing Systems, Mailing List Management, Membership Development, Public Speaking, Blogging, Marketing, Social Media
Education
Columbia University in the City of New York 1974 — 1977
Graduate studies, Religion/Religious Studies
Queens College 1973 — 1974
Bachelor of Arts (BA) Cum Laude, History
City College of New York-Uptown 1971 — 1973
University of Tel Aviv 1970 — 1971
David Kelland's Briefing.com Experience February 2015 - Present
Job Bond Market Analyst
Industry Capital Markets
Experience
Briefing.com February 2015 - Present
Gelber Securities, LLC June 2005 - March 2013
Gelber Group January 2011 - December 2012
Skills
Electronic Trading, Bloomberg, Equities, Fixed Income, Hedge Funds, Trading Systems, Financial Markets, Capital Markets, Trading, Commodity, Financial Modeling
Education
Hamilton College 2001 — 2005
Bachelor of Arts (BA), Math
Briefing.com February 2015 - Present
Gelber Securities, LLC June 2005 - March 2013
Gelber Group January 2011 - December 2012
Skills
Electronic Trading, Bloomberg, Equities, Fixed Income, Hedge Funds, Trading Systems, Financial Markets, Capital Markets, Trading, Commodity, Financial Modeling
Education
Hamilton College 2001 — 2005
Bachelor of Arts (BA), Math
Rob Stine's Briefing.com Experience August 2004 - August 2005
Job Business Development Associate at James O'Brien Associates, Inc. exclusive agents for Coface North America
Industry International Trade and Development
Experience
James O'Brien Associates March 2015 - Present
Sterne Agee April 2013 - March 2015
National Securities February 2010 - April 2013
RBC Wealth Management October 2006 - February 2010
Mesirow Financial August 2005 - October 2006
Briefing.com August 2004 - August 2005
Education
American University 2002 — 2004
Master's Degree, Financial Economics
Calvin College 1998 — 2002
Bachelor of Arts, Business Administration and Management, General
James O'Brien Associates March 2015 - Present
Sterne Agee April 2013 - March 2015
National Securities February 2010 - April 2013
RBC Wealth Management October 2006 - February 2010
Mesirow Financial August 2005 - October 2006
Briefing.com August 2004 - August 2005
Education
American University 2002 — 2004
Master's Degree, Financial Economics
Calvin College 1998 — 2002
Bachelor of Arts, Business Administration and Management, General
Richard Pompizzi's Briefing.com Experience June 2014 - Present
Job Equity Analyst at Briefing.com
Industry Financial Services
Experience
Briefing.com June 2014 - Present
Aesalon Capital Management September 2013 - June 2014
Jupiter Realty Company January 2010 - June 2014
R.J. O'Brien June 2011 - October 2011
HomeMade Pizza Company July 2006 - October 2009
Skills
Microsoft Excel, PowerPoint, Budgets, Financial Analysis, Microsoft Word
Education
DePaul University 2010 — 2014
Bachelor of Science in Business, Finance
Briefing.com June 2014 - Present
Aesalon Capital Management September 2013 - June 2014
Jupiter Realty Company January 2010 - June 2014
R.J. O'Brien June 2011 - October 2011
HomeMade Pizza Company July 2006 - October 2009
Skills
Microsoft Excel, PowerPoint, Budgets, Financial Analysis, Microsoft Word
Education
DePaul University 2010 — 2014
Bachelor of Science in Business, Finance
Dennis Hobein's Briefing.com Experience January 2007 - Present
Job Senior Managing Analyst at Briefing.com
Industry Financial Services
Experience
Briefing.com January 2007 - Present
Great-West Financial July 2003 - December 2006
Perritt Capital Management January 2001 - March 2003
Skills
Equity Research, Stock Picking, Report Writing, Stock Market Analysis, IPO Analysis, Portfolio Management, Analysis, Equity Valuation, Valuation, Asset Management, Bloomberg, Equities, Financial Analysis, Financial Modeling
Education
Colorado State University 1997 — 2000
Bachelors, Finance
Briefing.com January 2007 - Present
Great-West Financial July 2003 - December 2006
Perritt Capital Management January 2001 - March 2003
Skills
Equity Research, Stock Picking, Report Writing, Stock Market Analysis, IPO Analysis, Portfolio Management, Analysis, Equity Valuation, Valuation, Asset Management, Bloomberg, Equities, Financial Analysis, Financial Modeling
Education
Colorado State University 1997 — 2000
Bachelors, Finance
Charlotte Yiben Jin's Briefing.com Experience June 2011 - August 2011
Job CLO Analyst at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman April 2013 - February 2015
US Bank September 2011 - April 2013
Briefing.com June 2011 - August 2011
Buckingham Asset Management May 2010 - December 2010
Skills
VBA, Bloomberg, Matlab, SQL, R, SAS, Access, Visual Studio, Factset, Java, Financial Modeling, Fixed Income, Bloomberg Terminal, Analysis, Derivatives, Portfolio Management
Education
Washington University in St. Louis - Olin Business School 2009 — 2010
Master of Science, Finance
University of Pennsylvania - The Wharton School 2009 — 2009
Visiting Student
Shanghai University of International Business and Economics 2005 — 2009
Bachelor, Economics
Neuberger Berman April 2013 - February 2015
US Bank September 2011 - April 2013
Briefing.com June 2011 - August 2011
Buckingham Asset Management May 2010 - December 2010
Skills
VBA, Bloomberg, Matlab, SQL, R, SAS, Access, Visual Studio, Factset, Java, Financial Modeling, Fixed Income, Bloomberg Terminal, Analysis, Derivatives, Portfolio Management
Education
Washington University in St. Louis - Olin Business School 2009 — 2010
Master of Science, Finance
University of Pennsylvania - The Wharton School 2009 — 2009
Visiting Student
Shanghai University of International Business and Economics 2005 — 2009
Bachelor, Economics