Investment Management Company
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Investment Management Company Employees
Investment management company January 2011 - October 2013
Jennison Associates November 2003 - December 2010
Muscular Dystrophy Association January 2002 - November 2003
Skills
P&L Forecasting, Revenue Forecasting, Financial Analysis, Strategic Financial..., Financial Modeling, Cash Flow Projections, Strong analytical skills, Microsoft Office 2010...
Education
Columbia University in the City of New York 1997 — 2001
Bachelor of Arts (B.A.), Mathematics
Investment Management Company October 2012 - Present
Los Angeles Unified School District November 2010 - September 2012
Alo Business Services Inc June 2012 - August 2012
Quant Media Advisors May 2011 - August 2011
Los Angeles Unified School District February 2009 - December 2010
Santa Monica College January 2009 - July 2010
Pan African Student Union January 2010 - May 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, CoStar, Capital IQ, Google Docs, WACC, Drake Tax Software, Peachtree, Analytical Instruments, Communication, Salesforce.com, Outlook, Customer Service, Data Analysis, Finance, CRM, Event Planning, Market Research, Marketing, Spreadsheets, Databases, Research, Social Media, QuickBooks, Leadership, Teamwork, Analysis, Financial Analysis, Time Management, Accounting, Sales, Data Entry, Microsoft Word, Economics, Financial Accounting, Account Reconciliation, Management, Public Speaking
Education
California State University-Northridge 2010 — 2012
Bachelor of Science (B.S.), Finance, General
Santa Monica College 2008 — 2010
Associate's degree, Business Administration and Management, General
Susan Miller Dorsey High School 2007 — 2008
High School Diploma
Investment Management Company January 1980 - Present
Education
California State University-Los Angeles
MBA
California State University-Northridge
Bachelor of Science (BS), Business/Office Automation/Technology
UCSD
Certificate in Java Programing
Investment Management Company July 2012 - Present
Yale University September 2005 - May 2012
Bridgewater Associates June 2011 - August 2011
Numerical Harmonic Analysis Group, University of Vienna June 2004 - July 2004
Jacobs University Bremen September 2003 - May 2004
Education
Yale University 2005 — 2012
PhD, Mathematics
Yale University 2005 — 2008
MS, Mathematics
Jacobs University Bremen 2002 — 2005
BS, Mathematics
Investment Management Company September 2002 - Present
WVHS 2005 - 2007
Self-Employed January 1997 - September 2002
Viewstar Software October 1990 - February 1992
Cullinet Software 1982 - 1990
Management Science America July 1979 - July 1982
Skills
Registered Paraplanner, Enterprise Software, SaaS, Requirements Analysis, Software Implementation, Business Process, Business Analysis, Business Intelligence, Software Development, Integration, Software Project..., Cloud Computing, Databases, Project Management, IT Strategy, Consulting, Program Management, Business Process..., SQL, Microsoft SQL Server, CRM, Leadership, ERP, Professional Services, Management Consulting, Enterprise Architecture, Vendor Management, Process Improvement, SDLC, Software Documentation, Strategy, Management, Product Management, Start-ups, Cross-functional Team..., Change Management, Business Development, Outsourcing, Project Portfolio..., Financial Services
Education
College of Financial Planning 2010 — 2010
Registered Paraplanner, Financial Planning and Services, 93
City University of New York-Brooklyn College 1968 — 1972
Bachelor's degree, Family and Consumer Economics and Related Studies
Stoll Metalcraft, Inc OwnerThe Traveling TeapotMarch 2007 - Present
Investment Management Company September 2000 - December 2005
Education
Santa Monica College 1997 — 2000
Horizons West Capital Partners, LLC August 2008 - Present
Investment Management Company February 1991 - August 2008
Sell Side Research Company September 1987 - January 1991
Skills
Investments, Alternative Investments, Investment Management, Investment Strategies, Equities, Asset Allocation, Fixed Income, Investment Advisory, Strategy, Capital Markets, Financial Advisory, Entrepreneurship
Education
Cornell University - S.C. Johnson Graduate School of Management 1999 — 2001
MBA
Investment Management Company March 2013 - Present
Investment Management Company January 2009 - March 2013
Investment Management Company 2007 - 2009
Investment Management Company 2002 - 2007
Investment Management Company 2000 - 2002
Skills
Strategic Planning, Series 63, Project Management, Mutual Funds, FINRA, Series 7, Risk Management, Product Management, Securities, Series 24, Management, Investments, Alternative Investments, AML, Financial Services
Education
Arizona State University
B.S. Business Management, Management
Arizona State University
MBA
Xavier College Preparatory
Investment Management Company 1999 - Present
City Capital Counseling January 1989 - October 1999
Education
Purdue University - Krannert School of Management 1968 — 1972
BS, Business Economics, Accounting
Investment Management Company 2014 - Present
Goldman Sachs June 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Education
Wesleyan University 2010 — 2014
Bachelor of Arts, Economics, Computer Science
Harvard College 2012 — 2013
Visiting Undergraduate Student
Shanghai High School
Investment Management Company June 2010 - Present
Ceridian May 1983 - February 2009
Education
Middle Tennessee State University
Investment Management Company 2010 - Present
JP Morgan 2008 - 2010
Caudill Capital Partners April 2006 - 2007
Education
Columbia Business School
B.S., Economics
Investment Management Company November 2013 - June 2015
California State University, Fullerton January 2011 - May 2013
Lombardia Capital Partners, LLC December 2008 - October 2011
Skills
Word, PowerPoint, Excel, Microsoft Office, Salesforce.com, Access, Outlook, Advent Axys, Facebook, Social Media, Critical Thinking, Google Docs, Telephone Skills, Data Entry, Time Management, Analysis, Teamwork, Analytics, Finance, Event Planning, Research, Marketing, Microsoft Excel, Microsoft Word
Education
California State University-Fullerton 2011 — 2013
Bachelor of Arts (BA), Business Administration ; Finance
Mt. San Antonio College 2007 — 2011
General Eduaction, General Education. Option; Computer Information
Investment Management Company July 2013 - Present
Vencon Management, Inc. January 2013 - April 2013
CleanEdison September 2012 - December 2012
CBRE June 2012 - August 2012
Skills
Proficient in..., Proficient in French
Education
Barnard College 2009 — 2013
Economics
Kinder Morgan March 2014 - Present
Kinder Morgan August 2012 - March 2014
CenterPoint Energy October 2010 - August 2012
CenterPoint Energy December 2007 - October 2010
Protiviti November 2006 - December 2007
Investment Management Company March 2005 - November 2006
Education
Sam Houston State University 2005 — 2007
Master of Business Administration (MBA), Finance, General
Sam Houston State University 2001 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
Investment Management Company January 2014 - October 2014
BeavEx, Inc. September 2010 - September 2012
BeavEx, Inc. May 2009 - August 2010
Skills
Budgets, Financial Reporting, Managerial Finance, General Ledger, Financial Analysis, Sales, Account Reconciliation, Management, Accounting, Process Improvement
Education
Keller Graduate School of Management of DeVry University 2001 — 2004
Master's degree, Accounting and Finance
Northern Illinois University 1987 — 1991
Bachelor of Science (BS), Accountancy