Experience
Access Global Trading (AXGT)   July 2013 - Present
Wm Smith & Co.   July 2012 - July 2013
Wm Smith & Co.   October 2011 - July 2012
Deloitte  June 2010 - September 2011
Colorado European Union Center for Excellence   July 2009 - December 2009
JP Turner & Company, LLC   April 2009 - July 2009

Skills
Bloomberg, Bloomberg SSEOMS, Equities, Investments, Hedge Funds, Hedging, Futures Trading, FX trading, Portfolio Management, Technical Analysis, Traders, Sales, Business Objects, CRM, Capital Markets, Stata, Microsoft Office, SAP Business Objects..., MIXIT OMS

Education
University of Colorado at Boulder   2006 — 2010
Bachelor of Arts, Economics, French, 3.7 GPA

Institut Francais Des Alpes   2008 — 2008
Certificate of Language Proficiency, French

Spaulding High School   2001 — 2005

Experience
KPMG  June 2014 - August 2014
JP Turner & Company, LLC   March 2014 - June 2014
North Carolina Department of Insurance  June 2013 - August 2013
Standard Chartered Bank  June 2012 - August 2012

Skills
Corporate Finance, Financial Modeling, Data Analysis, Research, Statistics, Strategic Planning, Marketing, Economics, Matlab, R, Stata, Microsoft Excel

Education
University of North Carolina at Chapel Hill   2012 — 2015
Bachelor of Science (BSc) and Bachelor of Arts (BA), Mathematical Decision Science, Economics

Duke University   2014 — 2015

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2014 — 2015
Minor in Business Administration

Experience
Triad Advisors  March 2015 - Present
JP Turner & Company, LLC   November 2005 - February 2015
Fortress Investment Group  January 2004 - February 2005
Bear Stearns  1996 - 2001

Skills
Alternative Investments, FINRA, Fixed Income, Equities, Trading, Securities, Series 7, Prime Brokerage, Investment Management, Series 24, Mutual Funds, Strategic Financial..., FX Options, Investment Strategies, Investments, Investment Advisory, Risk Management, Wealth Management, Fixed Annuities, Retirement Planning, Series 65, Financial Services, Portfolio Management, Capital Markets, Asset Allocation, Series 63, Private Equity, Asset Management, Insurance, Financial Planning, Financial Analysis

Education
Pace University - Lubin School of Business
Bachelor's degree, Finance

Experience
Iron Capital Advisors Inc.  September 2013 - December 2013
JP Turner & Company, LLC   March 2013 - August 2013
National Conference of Black Mayors  November 2012 - March 2013

Skills
Monte Carlo Simulation, Time Series Analysis, Forecasting, Reuters, Laser App, Analysis, Strategic Financial..., Financial Planning, Financial Advisory, Auditing, Corporate Tax, Financial Accounting, Teamwork, Accounting

Education
Georgia State University - J. Mack Robinson College of Business
Master of Professional Accountancy, Accounting

Georgia State University - J. Mack Robinson College of Business   2012 — 2013
Bachelor of Business Administration (B.B.A.), Finance

Georgia Perimeter College   2010 — 2012
Associate of Science (A.S.), Business Administration

Experience
QEP Resources, Inc.   October 2012 - Present
First Data Corporation  September 2011 - October 2012
First Data Corporation  June 2008 - September 2011
JP Turner & Company, LLC   January 2008 - May 2008

Skills
Auditing, Internal Audit, Sarbanes-Oxley, Financial Analysis, Risk Assessment, Finance, Management, Project Planning, Software Documentation, US GAAP, Process Improvement, Analysis, Business Process..., GAAP, Leadership, Internal Controls, Sarbanes-Oxley Act

Education
University of Colorado at Denver   2012 — 2015
Master of Business Administration (MBA)

University of Colorado Boulder   2004 — 2008
BA, Economics (emphasis in Business Administration)

Experience
Michael Charles New York Inc.   July 2010 - Present
Halstead Property  January 2009 - August 2010
The Real Estate Group NY  September 2007 - December 2008
Citicorp Investment Services  March 2004 - August 2006
The Chase Manhattan Bank  October 2002 - January 2004
J.P. Turner & Company, LLC   January 1999 - February 2001

Skills
Investments, First Time Home Buyers, Mortgage, Selling, Relocations, Relocation, Condos, Investment Properties, Customer Service, Mortgage Lending, Real Estate, Real Estate Transactions, Sellers, Rentals, Leases, Property, Residential Homes, Commercial Real Estate, Sales, Marketing

Education
Borough of Manhattan Community College

Experience
Compound Rx Group, LLC   January 2013 - Present
JP Turner & Company, LLC   January 2001 - January 2004
Robert W. Baird & Co.   December 1999 - January 2001
Prudential Securities (now Wells Fargo)   January 1995 - November 1999
Fortune 500 Financial Services Firms   January 1990 - January 1995
ADVO  January 1985 - December 1990
Modular Mailing Systems  1988 - 1989

Skills
Business Development, Sales, Strategy, CRM, Marketing, Marketing Strategy, Management, Recruiting, Leadership, Sales Management, Social Media Marketing, Training, Market Research, Pharmaceutical Industry, Strategic Planning, Negotiation, Public Relations, Consulting, Public Speaking, Business Strategy, Mergers & Acquisitions, Pharmaceutical Sales, New Business Development, Start-ups, Product Marketing, Coaching, Pharmacy Consulting, Advertising, Project Management, Business Coaching, Selling Skills, Account Management, Business Planning, Compounding, Team Building, B2B, Team Leadership, Lead Generation, Entrepreneurship, Market Analysis, Management Consulting, Executive Management, Email Marketing, Analysis, Selling, Pharmacists, Time Management, Team Management, Competitive Analysis

Education
University of South Florida   1984 — 1987
B.S., Marketing

University of North Florida   1983 — 1983
B.S course work, A.A. Course work, Business

Florida State College at Jacksonville   1978 — 1982
AA, Business Administration

Englewood High School   1975 — 1977
High School, Pre College

Bishop Kenny High School   1974 — 1974
N/A, Pre College

Assumption Elementary   1965 — 1972
Private Catholic school, N/A

Experience
Stephens Inc.  June 2015 - Present
First Avenue National Bank   January 2014 - June 2014
Wiley Bros.- Aintree Capital LLC   June 2013 - December 2013
JP Turner & Company, LLC   May 2012 - August 2012
Harvey Durham Health   January 2012 - May 2012

Education
Vanderbilt University - Owen Graduate School of Management   2014 — 2015
Master of Science in Finance

Vanderbilt University   2010 — 2013
Bachelor of Arts (B.A.), Economics

Auburn University   2009 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General

Experience
Integrity Financial Corporation  December 2014 - Present
Grace Capital Management   December 2014 - Present
Allstate  May 2013 - Present
Domari & Associates Inc  2015 - 2015
New York Life....   December 2012 - May 2013
JP Turner & Company, LLC   May 2009 - November 2012
Wachovia Securities Financial Network  May 2003 - August 2009
Edward Jones  February 1997 - March 2003

Skills
RMSR certification, FINRA 65, FINRA SERIES 63, FINRA SERIES 7, Life and Health Licenses, Series 7, Wealth Management, Mutual Funds, Retirement Planning, Finance, Series 63, 401k, Investments, Financial Services, Estate Planning, Long-term Care, Securities, FINRA, Small Business, Strategic Financial..., Long Term Care Insurance, Financial Advisory, Fixed Annuities, Life Insurance, Retirement, Insurance, Financial Planning, Merchant Services

Education
The University of Florida   1988 — 1990
Bachelor's degree, Political Science/minor Business

University of Florida   1988 — 1990
Bachelor of Arts (B.A.), Political Science and Government

Clearwater High School   1984 — 1986
High School Diploma, Business

Experience
Atlanta Financial   September 2014 - Present
The Piedmont Group of Atlanta, LLC  August 2013 - August 2014
Delta Delta Delta Sorority  August 2012 - May 2013
JP Turner & Company, LLC   May 2012 - August 2012

Skills
Financial Analysis, Analysis, Financial Modeling, Insurance, Leadership, Financial Services, Retirement Planning, Data Analysis, Microsoft Word, Disability Insurance, Life Insurance, Budgets, Retirement

Education
University of Georgia - Terry College of Business   2009 — 2013
Bachelor of Business Administration (BBA), Finance, General

Experience
Self-employed  August 2013 - Present
JP Turner & Company, LLC   July 2013 - August 2013

Education
Georgia College and State University   2013 — 2017
Current student, Business Finance

Experience
Lincoln Harris  July 2014 - Present
Nationwide Insurance  January 2013 - July 2014
JP Turner & Company, LLC   May 2012 - July 2012
Georgia Small Business Development Center  August 2011 - December 2011

Skills
Public Speaking, Finance, Marketing, Marketing Strategy, Operating Budgets, Sales, Microsoft Office, Collaborative Problem..., Collaborative Leadership, Community Service, Variance Analysis, Strategic Planning, Budget Forecasts, Goal-oriented..., Event Planning, Public Relations, Greek Life, Philanthropy, Morale, Recruiting, Efficiency, Cross-functional Team..., Communication Skills, Team Management, QuickBooks, Problem Analysis, Delegation, Self-driven, Goal Oriented, Customer Service, Communication, Management, Leadership, Time Management, Essbase, AvidXchange, Oracle Database, MRI Software

Education
Kennesaw State University - Michael J. Coles College of Business   2008 — 2013
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law

Experience
Ford Motor Credit Company  July 2014 - Present
JP Turner & Company, LLC   July 2013 - January 2014
W.B. Guimarin & Co.   May 2012 - August 2012

Skills
Bloomberg, Finance, Financial Analysis, Investments, Leadership Development, Microsoft Word

Education
University of South Carolina-Columbia   2010 — 2014
Bachelor's degree, International Business and Finance, Senior

Universidad Pablo de Olavide   2013 — 2013
International Finance, Spanish Language and Culture

Experience
Heartland Institute of Financial Education  January 2015 - Present
World Financial Group (WFG)- Atlanta Office   January 2015 - Present
Audientis   December 2014 - May 2015
Extraparadigm LLC   November 2011 - December 2014
JP Turner & Company, LLC   November 2013 - June 2014

Skills
Teamwork, Microsoft Excel, Customer Service, Financial Analysis, Finance, Microsoft Word, Research, Analysis, Microsoft Office, PowerPoint, Access, Risk Management, Social Media, Organizational..., Bloomberg, Leadership, Management, Time Management

Education
Georgia State University   2011 — 2014
Finance , Finance and Financial Management Services, A++

Georgia State University

Experience
J.P. Turner & Company, LLC   July 2000 - Present
Fink Baking Co.   June 1995 - June 2000
Pechter Fields Baking Co.   February 1990 - June 1995

Skills
Series 7, Series 63, Series 24, series 4, Data Analysis, Problem Solving, Compliance, Securities, Due Diligence, Customer Service, Internal Audit, Administration, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Alternative Investments, Asset Allocation, Capital Markets, Banking, Equities, FINRA, Finance, Financial Services, Investment Banking, Portfolio Management, Mutual Funds, Risk Management, Sales, Trading, Training, Wealth Management, Investments, Strategic Financial..., Fixed Income, Financial Planning, Management

Education
CUNY New York City College of Technology   1989 — 1991

Bishop Ford Central Catholic High School   1984 — 1988

Experience
Zayo Group  September 2013 - Present
CBRE  July 2012 - August 2012
JP Turner & Company, LLC   November 2011 - May 2012
Anderson and Tully LLC   July 2008 - July 2009

Skills
Microsoft Office, Photoshop, Digital Photography, Microsoft Excel, Bloomberg Terminal, Dreamweaver, Illustrator, Keynote, Mac, PowerPoint, Facebook, Analysis, Microsoft Word, Finance

Education
University of Colorado at Boulder   2009 — 2013
Bachelor of Science (BS), Business Administration, Finance, Real Estate, and International Business, Senior

Fundação Getulio Vargas / FGV   2013 — 2013
Law and Brazilian Studies

Des Moines Area Community College   2008 — 2010
General Studies

Experience
eVestment  July 2015 - Present
eVestment  February 2015 - July 2015
eVestment  September 2013 - February 2015
Oxford Center for Entrepreneurs   2012 - 2013
JP Turner & Company, LLC   August 2012 - December 2012
HoneyBaked Ham  June 2012 - December 2012
SMIF Investment Fund LLC   August 2011 - December 2012
American Roof Pros   April 2007 - August 2009

Skills
Analysis, Finance, Financial Analysis, Microsoft Excel, Sales, Investments, Leadership, PowerPoint, Data Analysis, Economic Modeling, Forecasting, Microsoft Office, Financial Modeling, Entrepreneurship, Decision Analysis, Economics, Valuation, Bloomberg Terminal, Econometrics, Financial Forecasting, Microsoft Word, Mergers & Acquisitions, Bloomberg, Portfolio Management, Corporate Finance, Strategic Financial..., Macroeconomics, Analytics, Bonds, Business Valuation, Investment Valuation, Equity Valuation, SPSS, Eviews, Risk Management, Sales Presentations, Sales Management, VBA, SQL, Financial Reporting

Education
Kennesaw State University - Michael J. Coles College of Business   2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Economics, and Quantitative Analysis, 3.7

MOOC Courses

University of Alabama
Bachelor of Business Administration (B.B.A.), Finance, Economics, and Quantitative Analysis

Experience
PwC  August 2014 - Present
Supplyed   February 2014 - Present
Amgen  June 2013 - August 2013
OpenRatio   September 2012 - December 2012
JP Turner & Company, LLC   May 2012 - July 2012

Skills
Data Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, American Sign Language, Financial Analysis, Visual Basic, Stata, Leadership, Program Management, Creative Thinking, Public Speaking, Market Research

Education
Emory University - Goizueta Business School   2010 — 2014
Goizueta Business School: Bachelor of Business Administration, Concentrations: Finance and Information Systems and Operations Management; Minor: Economics, Graduate

Stockholm School of Economics   2012 — 2012
MSc in Business and Economics

Diamond Bar High School   2006 — 2010

Experience
Wells Fargo  July 2014 - Present
JP Turner & Company, LLC   January 2014 - March 2014
Jackson Hewitt Tax Service Inc.  January 2013 - April 2013

Education
Kennesaw State University   2013 — 2014
Master's degree, Accounting

Columbus State University   2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting

Experience
Heritage Growth Partners LLC   October 2014 - Present
CIMB  March 2015 - July 2015
J.P. Turner & Company, LLC   May 2014 - August 2014
UNICEF  May 2013 - August 2013
Republic of Korea Army  May 2011 - May 2013

Skills
Microsoft Office, Financial Analysis, Financial Modeling, Break Dancing

Education
Emory University - Goizueta Business School   2014 — 2017
Finance & Philosophy, Bachelor's Degree

Hillcrest lutheran academy

Experience
Co-Pur, Inc.   September 2011 - Present
University of Denver  April 2013 - Present
Colorado Federal Savings Bank  December 2009 - April 2011
Wells Fargo Business Credit  June 2009 - August 2009
JP Turner & Company, LLC   2007 - 2007

Skills
Analysis, Financial Reporting, Entrepreneurship, Natural Products, Sales, Small Business Marketing, Social Media, Social Networking, Customer Service, Microsoft Excel, Training, Management, Small Business, Marketing Strategy, Finance

Education
University of Denver - Daniels College of Business   2007 — 2009
B.S., Finance

University of Denver   2005 — 2009
BS Business

Greater Good Academy   2012 — 2012

Front Range Community College   2015 — 2016
Certificate, Graphic Design

Experience
Cash Flow Resources, LLC   June 2013 - Present
Burkenroad Reports  February 2013 - May 2013
Darwin Fenner Student Managed Fund  February 2013 - May 2013
JP Turner & Company, LLC   December 2012 - January 2013
Financial Times  September 2011 - March 2012
Everbright Securities CO., LTD   June 2011 - August 2011

Skills
Bloomberg Terminal, ThomsonOne, X-Trader, Thomson Reuters Terminal, Matlab, VBA

Education
Tulane University - A.B. Freeman School of Business   2012 — 2013
Master's degree, Finance

Tulane University - A.B. Freeman School of Business   2012 — 2013
Energy Specialization, Energy

University of International Business and Economics   2008 — 2012
Bachelor's degree, Public Administration & Finance

The High School Affiliated to Renmin University of China   2005 — 2008

Experience
Chatham Capital  December 2012 - Present
Xiaoyao Tong International Student Travel Organization   September 2008 - Present
King & Wood Mallesons  May 2012 - August 2012
JP Turner & Company, LLC   August 2011 - December 2011

Skills
Financial Modeling, Valuation, Corporate Finance, Venture Capital, Private Equity, Financial Analysis, Investment Banking, Bloomberg, Data Analysis, Portfolio Management, Finance, Due Diligence, Equity Research, LBO, Leveraged Finance, Analysis, Time Management, Teaching, Investments, Bloomberg Terminal, Hedge Funds, Capital Markets, Derivatives, Fixed Income, Alternative Investments, Equity Valuation, Financial Markets, Restructuring, M, Trading, Mergers, Microsoft Excel, PowerPoint, Microsoft Office, Management, Equities, Business Strategy, Research, Accounting, venture, excel, Mergers & Acquisitions

Education
Emory University - Goizueta Business School   2011 — 2013
Bachelor of Business Administration (BBA), Finance and mathematics

Experience
New York University  February 2013 - Present
Maik Wiedenbach Personal Training   January 2007 - Present
JP Turner & Company, LLC   May 2002 - October 2006
WorldCo  December 2001 - May 2002

Skills
Nutrition, Toning, Fitness, Personal Training, Rehabilitation

Education
Fordham University   1999 — 2001
BS, History and Philosophy

Ruhr University Bochum   1996 — 1998
Staatsexamen, History and German Literature

Experience
JPMorgan Chase & Co.   September 2014 - Present
RockPort Global Advisors   June 2012 - August 2012
JP Turner & Company, LLC   January 2012 - June 2012
K. C. College   June 2007 - June 2010
Krishvi Securites Pvt. Ltd.   April 2009 - December 2009
Rotaract Club of K. C. College   June 2007 - June 2009

Skills
Leadership, Equities, Teamwork, Project Management, Microsoft Office, Investment Management, Corporate Finance, Financial Analysis, Financial Modeling, Series 7, Microsoft Word, PowerPoint, presentation skills, Time Management, Managerial Skills, Individual Work, Coordination, Committment, direct communication..., Creativity, Bonds, HTML, Communication Skills, Outlook Express, Photoshop, Securities, Practical Theology, General Assignment, Mac OS X, Zephyr, Zephyr Style Advisor, Factset, Asset Management, Evaluate Risk, Regression Analysis, Market Risk, Diversification risk, Series 66, Finance, Investments, Equity Research, Investment Banking, Microsoft Excel, Data Analysis, Portfolio Management, Analysis, Valuation, Accounting, Risk Management, Customer Service

Education
Drexel University   2013 — 2014
Master of Business Administration (M.B.A.), Finance, 3.843

Drexel University   2012 — 2014
Master of Science (Msc), Finance, 3.843

Passed 2013 CFA Level I in the CFA Program

University of Mumbai   2008 — 2011
Bachelor's degree, Financial Markets, 3.82

Experience
LCORE Wealth Management, LLC.   September 2014 - Present
JP Turner & Company, LLC   June 2014 - August 2014

Skills
Microsoft Office, Teamwork, Social Networking, PowerPoint, Microsoft Excel, Customer Service, Public Speaking, Leadership, Microsoft Word, Social Media, Marketing, Management, Sales, Research

Education
Georgia Southern University   2012 — 2016
Bachelor of Business Administration (BBA), Finance, Senior

Experience
GEICO  June 2013 - Present
Northwestern Mutual  January 2012 - July 2012
JP Turner & Company, LLC   January 2011 - September 2011

Skills
Financial Analysis, Retirement Planning, Microsoft Excel, Strategic Financial..., Wealth Management, PowerPoint, Microsoft Office, Life Insurance, Finance, Insurance, Risk Management

Education
University of South Carolina-Columbia   2008 — 2012
Bachelor of Science (BS), Corporate Finance

Experience
BNY Mellon  February 2014 - Present
Castleton commodities international  October 2013 - December 2013
Somerset Capital Group, Ltd.   March 2012 - October 2013
Noble Americas  October 2011 - November 2011
UBS  January 2011 - May 2011
JP Turner & Company, LLC   January 2010 - May 2010
UBS Wealth Management  May 2009 - August 2009

Skills
Bloomberg, Series 7, Series 63, Equities, Asset Management, Portfolio Management, Financial Modeling, Financial Analysis, Finance, Data Analysis, Fixed Income, Financial Services, Corporate Finance, Analysis, Microsoft Excel

Education
Wagner College   2010 — 2011
MBA, Management/Finance

Wagner College   2006 — 2010
Bacholers, Finance

Universidad de Costa Rica   2008 — 2008
Spanish

Experience
Brokers International Financial Services, LLC  November 2013 - Present
Business Partner Services   April 2010 - November 2013
JP Turner & Company, LLC   February 2012 - December 2012
Cambridge Investment Research  April 2008 - April 2010
NFP Securities  February 2000 - July 2007
Securities Consultants International   September 1995 - February 2000
Securities Service Network, Inc.   November 1992 - September 1995
FSC Securities, Inc.   November 1991 - November 1992
Keogler Morgan Securities, Inc.   October 1987 - June 1991
NASD District 7   April 1986 - October 1987

Skills
Risk Management, Strategic Planning, Business Planning, Executive Management, Process Improvement, Change Management, Licensing, Strategy, Budgets, Leadership, Management, Business Development, FINRA, CRM, Strategic Financial..., Insurance, Finance, Due Diligence, Budgeting, Consulting, Relationship Management, Financial Planning, Leadership Development

Education
University of Pennsylvania - The Wharton School   2002 — 2004
Certificate of Leadership Development, SII Executive Studies - SIFMA Program

University of Alabama in Huntsville   1981 — 1983
Finance, General

Experience
Emory University - Goizueta Business School  September 2015 - Present
Emory University  January 2015 - September 2015
CGN Capital Holdings Co., Ltd   May 2015 - July 2015
PwC  July 2014 - August 2014
JP Turner & Company, LLC   May 2014 - July 2014
Transcend Education   June 2013 - August 2013
Apex Ivy Consulting   May 2013 - July 2013

Skills
Research, Microsoft Excel, PowerPoint, SPSS, Data Analysis, Financial Analysis, M&A analysis, Auditing, C++, Java, R

Education
Emory University - Goizueta Business School   2014 — 2016
Bachelor of Business Administration (BBA), Finance and Financial Management Services, Major GPA 4.0/4.0 Cumulative GPA 3.9/4.0

Emory University   2012 — 2016
Bachelor of Arts (B.A.), Psychology, 4.0/4.0

Shenzhen Middle School   2009 — 2012
High School, Liberal Arts and Sciences/Liberal Studies

Experience
Emory Entrepreneurship & Venture Management HackATL  August 2014 - Present
DTM Auto   August 2014 - August 2014
Hong Kong Refugee Center   February 2011 - August 2014
JP Turner & Company, LLC   May 2014 - June 2014
Oxford College of Emory International Student Advisory Board   August 2013 - December 2013
Theory Practice Service Learning   August 2013 - December 2013
Apex Education  January 2011 - July 2013
Hollister Co.  January 2012 - August 2012

Skills
Research, Teamwork, Microsoft Word, Social Media, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis

Education
Emory University - Goizueta Business School   2013 — 2016
Master's Degree, Accounting (CPA Track) and Finance

Emory University - Goizueta Business School   2013 — 2016
Bachelor's Degree, Accounting (CPA Track) and Finance

Oxford College   2012 — 2013
Associate of Arts (AA), 3.7/4.0

Experience
Amber Sky Home Mortgage   June 2010 - Present
Morgan Funding Corp   June 2002 - June 2008
JP Turner & Company, LLC   December 1997 - March 2002

Skills
Customer Service, Refinance, Referrals, Credit, First Time Home Buyers, Real Estate Transactions, Loan Origination, Loans, Investment Properties, Mortgage Lending, Real Estate, Investments, FHA, FHA financing, Mortgage Banking, Short Sales, Training, Time Management, Reverse Mortgages, USDA, Residential Mortgages, Residential Homes, Investors, Condos, VA loans, Certified Mortgage..., Government Loans, Real Estate Financing, Construction Loans, Real Estate Economics, Commercial Mortgages, Home Equity Loans, Mortgage Underwriting

Education
Bergen Community College   1996 — 1998
Associate's degree, Business Administration and Management, General

Experience
HD Supply  May 2015 - Present
Georgia-Pacific LLC  October 2013 - May 2015
ZSF Industries   July 2011 - September 2013
JP Turner & Company, LLC   June 2012 - August 2012
Pike Nurseries  March 2007 - July 2011

Skills
Leadership, Sales, Negotiation, Fundraising, Pricing, Cold Calling, Sales Management, Forecasting, Customer Service, Inventory Management, Microsoft Excel, Sales Operations, Budgets, New Business Development, Microsoft Office

Education
Georgia State University   2008 — 2012
BBA Finance, Finance, General

Experience
The Burke Group, LLC   January 2013 - July 2015
JP Turner & Company, LLC   May 2012 - August 2012
Dunwoody Country Club  December 2008 - August 2010

Skills
Microsoft Excel, Analysis, Research, Market Research, Economics, Investment Banking, Securities, Series 63, Finance, Business Analysis, Forecasting, Investment Strategies, DCF Valuation, Banking, Financial Analysis, Financial Modeling, Microsoft Word, Valuation, Microsoft Office

Education
University of Georgia - Terry College of Business   2009 — 2012
Bachelor of Business Administration (BBA), Economics

University of Alabama   2008 — 2009

Experience
Key Property Investing   April 2015 - Present
MPA Holdings   March 2015 - Present
The Status Card   January 2015 - Present
Siemens Industry US  January 2013 - April 2015
Siemens Industry US  April 2011 - January 2013
JP Turner & Company, LLC   August 2012 - December 2012

Skills
SAP, Excel, Microsoft Office, Financial Modeling, Financial Analysis, Financial Reporting, Hyperion Enterprise, Microsoft Excel, Cost Accounting, Managerial Finance, Business Modeling, Financial Forecasting, Siebel, Siemens, Industrial Controls, Electrical Controls, COMPAS, Market Valuation, Microeconomics, Macroeconomics, Economic Modeling, Stocks, Bonds, Security, Fixed Annuities, Fixed Income Portfolio..., REIT, Wealth Management, Trading, Chinese, Oracle CRM, IMA, Institute of Management..., Industrial Control, Analysis, Contract Management, Contract Negotiation, Project Management, Project Portfolio..., Project Control, Leadership, Sales Operations, Management, Budgets, Forecasting, Variance Analysis, Software Documentation, Sarbanes-Oxley Act, Internal Audit, Process Improvement

Education
Kennesaw State University   2015 — 2017
Master of Business Administration (MBA), Finance, General

Georgia State University - J. Mack Robinson College of Business   2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance, GPA: 3.9 and above

Experience
JP Turner & Company, LLC   October 2013 - Present
JP Turner & Company, LLC   May 2013 - October 2013
Operation HOPE  September 2012 - July 2013
Operation HOPE  September 2012 - November 2012

Skills
International Economics, Economic Development, Public Policy, Strategic Planning, Policy Analysis, Access, PowerPoint, Excel, Microsoft Office, Data Analysis, French, Spanish, Customer Service, Microsoft Excel, Program Development, Non-profits, Fundraising, Analysis, Nonprofits, Research, Event Planning, Budget Process, Urban Planning, Public Budgeting, International Trade, Wealth Management, Alternative Investments, Banking, Economics, Financial Analysis, Investment Banking, Managerial Finance, Financial Modeling, Economic Research, Leadership, Policy, SPSS, Corporate Finance, Bloomberg Terminal, Stata, Quantitative Analytics, Macroeconomics, Economic Modeling, Econometrics

Education
Mercer University - Stetson School of Business and Economics   2014 — 2017
Master of Business Administration (M.B.A.) Master of Accounting (M.Acc), Accounting and Finance

Georgia State University   2009 — 2012
Bachelor of Arts (B.A.) in Economics,Concentration International Economics, Minor in Public Policy, Economics and Public policy

International University of Grand-Bassam   2007 — 2008

Experience
Amazon  August 2015 - Present
Lyft  July 2014 - Present
JP Turner & Company, LLC   May 2014 - August 2014
Dairy Queen  April 2013 - May 2014

Skills
Financial Analysis, Financial Modeling, Teamwork, Accounting, Finance, Leadership, Public Speaking, Microsoft Excel, Budgets, Research, Social Networking, Corporate Finance, Customer Service, Financial Statements, Time Management, Management, Team Leadership, Microsoft Word, Investments, Microsoft Office, Solid computer skills, PowerPoint

Education
Georgia State University   2012 — 2016
Bachelor's Degree, Finance, Risk Management & Insurance

Alpharetta High School   2008 — 2012
High School

Experience
Georgia Public Defender Standards Council  January 2014 - May 2014
A.B. Olmos & Associates   October 2012 - December 2013
JP Turner & Company, LLC   May 2013 - July 2013
The Hilbert Law Firm   February 2010 - April 2012
Ideas Industry   March 2008 - February 2009
Dickins & Asociados   September 2007 - January 2008
CNN  March 2006 - September 2006

Skills
Spanish, Legal Assistance, International Business, Legal Issues, Latin America, Management, Marketing Strategy, Legal Research, Business Strategy, Contract Law, Brazilian Portuguese, Digital Marketing, Portuguese

Education
Atlanta's John Marshall Law School   2011 — 2014
Juris Doctor (J.D.), Law

Universidad Anáhuac   2006 — 2007
Post Graduate Studies, International Business

Kennesaw State University   2002 — 2006
Bachelor's Degree, Spanish Language and Literature

Pope Highschool

Experience
Equifax  June 2014 - Present
Accounting & Tax Advisory group   December 2012 - April 2014
JP Turner & Company, LLC   July 2013 - December 2013
Food and Agriculture for the United Nation   June 2012 - August 2012
Georgia Perimeter College  January 2010 - December 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, QuickBooks, Drake Tax Software, Finance, Data Entry, Bank Reconciliation

Education
Georgia State University   2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Business/Management

Georgia State University   2012 — 2013
Bachelor of Science (BS), Finance, Actuarial Science

Georgia Perimeter College   2009 — 2011
Associate of Science (A.S.), Business Administration and Management, General

Experience
Emory University  August 2015 - Present
JP Turner & Company, LLC   June 2015 - August 2015
McKinsey & Company  July 2015 - July 2015
Forte Foundation  April 2015 - April 2015
Shanghai Pudong Development Bank  June 2014 - June 2014

Education
Emory University - Goizueta Business School   2013 — 2017
Bachelor's Degree, Finance, Information Systems & Operations Management

High School Affiliated to Nanjing Normal University   2010 — 2013
High School

Experience
ACAP Financial   July 2008 - Present
ACAP Financial Services   2008 - Present
vFinance and Equity Station   2005 - 2008
Capital Growth Financial  2004 - 2005
JP Turner & Company, LLC   2001 - 2004
Joe Poe & Associates   1999 - 2001
Mg Securities   1998 - 1999
First Financial  1997 - 1998
Dallas Research and Trading   1995 - 1997
Bear, Stearns  1989 - December 1994

Skills
Private Equity, Mergers, Corporate Development, Renewable Energy, Mergers & Acquisitions, Due Diligence, Venture Capital, Investment Banking, Entrepreneurship, Securities, Start-ups, Private Placements, Valuation, IPO, Investor Relations, Emerging Markets, Project Finance, Trading

Education
The University of Texas at Austin   1980 — 1985
Bachelor of Arts (B.A.), Economics with Mathmatics minor, A

Midwest City High School

Experience
J.P. Turner & Company, LLC   July 2015 - August 2015
Forte Foundation  April 2015 - April 2015
F&T GROUP  May 2014 - June 2014
Emory University of oxford college   January 2013 - May 2014
Emory University  January 2013 - May 2014
Emory University  March 2014 - March 2014
Sunray Technologies   July 2013 - August 2013
Princeton University  April 2013 - May 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media, Data Analysis, Leadership, Photoshop, Teamwork, English, Customer Service, Event Planning, Analysis

Education
Emory University   2012 — 2016
Bachelor's degree, Economics, applied mathematics

Nanjing foreign language school   2006 — 2012
high school diploma, General Studies

Experience
Hack Reactor  January 2015 - Present
SunTrust Robinson Humphrey  June 2012 - December 2014
CinqueCollective.com   September 2010 - May 2012
Genesis Capital  May 2011 - October 2011
Goizueta Investment Fund   September 2010 - September 2011
JP Turner & Company, LLC   March 2011 - May 2011
The Star Group  June 2009 - January 2011
First Manhattan Co.  June 2007 - August 2007

Skills
Valuation, Due Diligence, Financial Modeling, Investments, SEO, HTML, CSS3, Ruby, Finance, Front-end Development, JavaScript, Node.js, Databases, jQuery, AngularJS, Backbone.js, MySQL, D3.js, SQL, MongoDB, GruntJS, Gulp, Git, CSS, Start-ups, Equity Research, Data Analysis, Investment Banking, Leadership, Financial Analysis, Alternative Investments, PowerPoint

Education
Emory University - Goizueta Business School   2010 — 2012

Emory University   2008 — 2010

Experience
Education Week - EPE  November 2014 - Present
Education Week - EPE  January 2012 - Present
Fortitude Systems  January 2011 - December 2011
JP Turner & Company, LLC   May 2009 - December 2010

Skills
Marketing, Online Advertising, Sales, Management, CRM, Contract Negotiation, Salesforce.com, Sales Operations, Business Development, Account Management, Competitive Analysis, Lead Generation, Market Research

Education
University of South Carolina - The Moore School of Business   2006 — 2010
Finance, Corporate Finance

Experience
Online Bookkeeping Inc.   January 2012 - Present
AeroGrow International  October 2008 - July 2011
Hein & Associates  September 2007 - October 2008
Hein & Associates  June 2006 - August 2006
JP Turner & Company, LLC   August 2005 - December 2005

Skills
Certified Public..., QuickBooks Pro Advisor, CPA, GAAP, SEC Filings, Financial Accounting, QuickBooks, Auditing, Microsoft Excel, Accounting

Education
University of Colorado Boulder - Leeds School of Business   2004 — 2007
Accounting, Accounting

US Coast Guard Academy   2002 — 2003
Operations Research

Experience
Epiq Systems  June 2012 - Present
J.P. Turner & Company, LLC   January 2012 - June 2012
Park Systems Inc.  June 2010 - August 2010

Skills
Business Analysis, Microsoft Excel, Databases, Data Analysis, Risk Analysis, Regulatory Compliance, Fixed Income Analysis, Derivatives, Distressed Debt, Microsoft Office, PowerPoint, Trading Systems, Portfolio Management, Risk Management, Microsoft Word, Fixed Income, Financial Services, Outlook, Capital Markets, Access, Microsoft SQL Server

Education
Carnegie Mellon University   2006 — 2011
Bachelor's degree, Business Administration and Management, General

Experience
Wells Fargo Capital Finance  November 2014 - Present
Ford Motor Credit Company  March 2014 - November 2014
Firehouse Subs  September 2007 - April 2014
Ford Motor Credit Company  September 2013 - March 2014
Ford Motor Credit Company  July 2013 - September 2013
JP Turner & Company, LLC   January 2013 - April 2013

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, SQL, Accounting, HTML, C++, Leadership, Time Management, Windows, Team Leadership, Analysis

Education
Georgia State University   2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General

Georgia Perimeter College   2009 — 2010

Experience
360i  December 2014 - June 2015
N3  October 2014 - January 2015
J.P. Turner & Company, LLC   June 2014 - July 2014
Youku Tudou Inc.  July 2013 - August 2013
Hang Seng Bank  June 2008 - August 2008

Skills
Mandarin, Chinese, Social Media, Foreign Languages, Taiwanese, Microsoft Excel, Investments, Strategy, Strategic Planning, Microsoft Office, Data Analysis, PowerPoint, Analysis, Research, Market Research, Leadership, Social Media Marketing, Microsoft Word, Due Diligence, Event Planning, Social Networking, Marketing, Public Speaking, Marketing Strategy, Digital Marketing, Digital Media, Digital Strategy, Optimization, Process Optimization, Landing Page..., Conversion Optimization, Landing Pages, Statistical Data..., Adobe Analytics, Advertising, Sales, Sales Leads

Education
Emory University
Bachelor of Arts in Sociology and Economics

Santa Monica College

Experience
JP Turner & Company, LLC   April 2007 - Present
MassMutual Financial Group  July 2005 - April 2007
Northwestern Mutual  2004 - 2005
Highland Capital Brokerage  2003 - 2004
Principal Financial Group  August 1996 - May 2003

Skills
Alternative Investments, Management, Fixed Annuities, Sales, Marketing, Series 63, Compliance, Program Management, Series 6, Financial Services, Customer Service, Variable Annuities, Series 99, Life Insurance, Variable Products, Project Management, Marketing Communications, Operational Due..., Supervisory Skills, Team Building, Data Analysis, Insurance Brokerage, Brokerage, Project Planning, Communication Skills, Organizational..., Oral & Written..., Highly detail oriented, Microsoft Word, Microsoft Excel, PowerPoint, Supervising, Due Diligence, Research, Time Management, Strategic Planning, Series 26, Investments, FINRA

Education
Keiser College   1996 — 1997
Paralegal Certificate, Legal Assistant/Paralegal

Fort Lauderdale College   1992 — 1994
Associate of Science (A.S.)

Experience
Deloitte  July 2014 - Present
JP Turner & Company, LLC   August 2013 - March 2014
Matrix on Board   May 2013 - July 2013

Skills
Microsoft Excel, Microsoft Word, Finance, Sarbanes-Oxley Act, SOX 404, PowerPoint, Microsoft Office, SSAE 16, Time Management, SOC 1, Outlook, Windows, Nonprofits, Windows 7, Customer Service, Social Media, Public Speaking, Leadership, Social Networking

Education
University of South Carolina-Columbia   2010 — 2014
Bachelor of Science (BS), Finance, Risk Management & Insurance, 3.7 GPA

Experience
Safeco Insurance  June 2013 - Present
JP Turner & Company, LLC   May 2012 - July 2012
Woodruff Property Management Company  November 2011 - May 2012
Coach  May 2010 - August 2011
Coach Factory Store  May 2010 - August 2011
Capstone Property Management  March 2011 - May 2011

Skills
Customer Service, Microsoft Office, Sales, Time Management, Financial Analysis, Social Media, PowerPoint, Microsoft Excel, Marketing, Microsoft Word, Access, Leadership, Data Analysis, Teamwork

Education
Auburn University   2009 — 2013
BSBA, Business Administration, Finance

Auburn University   2009 — 2013
Bachelor of Science, Business Administration; Finance

Experience
Kurt Salmon Capital Advisors  July 2015 - Present
Genesis Capital, LLC  May 2014 - August 2014
Lighthouse Equity Partners   January 2014 - April 2014
JP Turner & Company, LLC   May 2013 - July 2013

Skills
Microsoft Excel, Data Analysis, Microsoft Word, Financial Modeling, Valuation

Education
Goizueta Business School, Emory University   2011 — 2015
Bachelor of Business Administration (BBA), Finance and Accounting

Wesleyan School

Experience
Greystone Servicing Corporation, Inc.   July 2015 - Present
Marcus & Millichap  January 2015 - May 2015
Convergex Prime Services  June 2013 - August 2013
JP Turner & Company, LLC   May 2013 - June 2013

Skills
Microsoft Office, Microsoft Excel, Data Analysis, Financial Analysis, Microsoft Word, Finance, Public Speaking, Financial Modeling, Investments, Analysis, Sales

Education
Goizueta Business School, Emory University   2013 — 2015
Bachelor of Business Administration (BBA), Finance, Real Estate

Experience
SunTrust Bank  June 2014 - Present
CNN  May 2013 - August 2013
JP Turner & Company, LLC   August 2012 - May 2013
JP Turner & Company, LLC   June 2012 - August 2012
Law Firm of Robert O. Akomah   January 2012 - May 2012

Skills
Financial Modeling, Corporate Finance, Financial Analysis, Forecasting, Financial Reporting, Hyperion Planning, Essbase

Education
Georgia State University - J. Mack Robinson College of Business   2008 — 2014
Bachelor of Business Administration (B.B.A.), Finance

Georgia State University   2008 — 2014
Bachelor of Arts (B.A.), Philosophy

Experience
Gryphon Wealth Partners, LLC   2012 - Present
JP Turner & Company, LLC   July 2007 - October 2013

Education
Pacific Union College   1993 — 1997
Bachelor of Arts (B.A.)

Experience
Noble Energy  February 2014 - Present
University of Colorado at Boulder  January 2009 - December 2013
Noble Energy  May 2013 - August 2013
JP Turner & Company, LLC   November 2012 - May 2013

Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Investments

Education
University of Colorado at Boulder   2009 — 2013

Experience
FileMaker Inc., an Apple subsidiary   October 2014 - Present
Bee-Note.com   October 2010 - Present
Telefónica  September 2013 - September 2014
Telefónica  September 2011 - September 2013
JP Turner & Company, LLC   March 2011 - May 2011
Rocky Mountain Vacation Rentals  June 2010 - August 2010

Skills
Investments, Venture Capital, Financial Analysis, Deal Flow, Portfolio Management, Expense Budget..., Financial Modeling, Finance, Strategic Planning, Start-ups, Business Development, Mobile Devices, Budgets, Entrepreneurship, Strategy, Product Management

Education
University of Denver - Daniels College of Business   2007 — 2011
BSBA, Finance, Leadership

Universidad Antonio de Nebrija   2009 — 2009
International Business, Spanish Language and Culture

Lakeridge High School   2004 — 2007

Experience
CIT  July 2015 - Present
TTV Capital, LLC   June 2014 - July 2014
Emory University  January 2013 - May 2014
Fresh To Order, (f2o)   June 2013 - April 2014
JP Turner & Company, LLC   June 2013 - July 2013
Campus Bubble LLC  June 2013 - July 2013
Camp Greylock  June 2011 - August 2012

Skills
Organization, Leadership, Cooperation, Highly personable, Determined to Succeed

Education
Emory University - Goizueta Business School   2011 — 2015
Bachelor of Business Administration (BBA), Finance, Strategy and Management Consulting

Experience
MRI Search Max, Inc   May 2011 - Present
Premier One   January 2006 - April 2011
JP Turner & Company, LLC   March 2000 - December 2005

Skills
Offshore Drilling, Petroleum, Executive Search, Recruiting, Technical Recruiting, Contract Recruitment, Business Development, Talent Acquisition, Benefits Negotiation, Recruitment Advertising, Energy Industry, Sourcing, Oil/Gas, Cold Calling, Upstream, Team Leadership, Energy, Permanent Placement, Temporary Placement, Reservoir Management, Management, College Recruiting, Drilling, Training, Screening Resumes, Oil & Gas

Education
Florida Southern College   1985 — 1989
BS, Sports Management

Experience
Reid & Rudiger LLC   2014 - Present
EJ Sterling  2012 - 2014
JP Turner & Company, LLC   2011 - 2012
Progressive Mortgages Inc   2010 - 2011
Steven L. Newman Real Estate Institute   2010 - 2010
House of Greek   2007 - 2010

Skills
Mutual Funds, Wealth Management, Investments, Due Diligence, Equities, Portfolio Management, Securities, Banking, Series 7, Fixed Income, Finance, Analysis, Mortgage Lending, Series 63, Management, Financial Analysis, Financial Planning

Education
Baruch College, City University of New York (CUNY)   2010 — 2010

Carleton University   2006 — 2010
B.A.

University of Toronto at Mississauga - Erindale College   2003 — 2005

Experience
Epic  September 2011 - Present
RuffaloCODY  May 2010 - January 2011
Richland School District One  May 2010 - August 2010
JP Turner & Company, LLC   January 2010 - August 2010
Team Oana Investment Advisors   January 2010 - May 2010
UNIVERSITY OF SOUTH CAROLINA ATHLETICS  August 2009 - May 2010
T-Mobile  August 2009 - January 2010

Skills
Training, Teamwork, Customer Service, Epic Systems, Healthcare Information..., French, EMR, Project Implementation, Medical Billing, Healthcare Industry, Healthcare IT, Financial Analysis, International Finance, Investments, International Business, Inside Sales, Telecommunications, Telemarketing, Operations Management, Multicultural..., Marketing, Project Management, Ambulatory, EHR, Fundraising, Healthcare, Sales, SharePoint, Software Documentation, Medi-Cal, Recruiting, Epic Resolute..., Currency Exchange, Epic Prelude, Resolute Professional..., Anesthesia, Healthcare Reimbursement, French literature, Globalization, Project Coordination, Microsoft Office, Microsoft Excel, Long-term Customer..., Leadership, Management, Process Improvement

Education
University of South Carolina - The Moore School of Business   2007 — 2011
Bachelors, International Business, Finance and French

American Business School Paris   2011 — 2011
Study Abroad, Business, French

Experience
JP Turner & Company, LLC   May 2012 - November 2012
Hapoalim Securities USA  May 2011 - August 2011

Education
University of South Carolina-Columbia   2009 — 2013
Bachelor’s Degree, Finance

University of South Carolina-Columbia   2009 — 2013
Bachelor of Science (B.S.), Finance, General

Experience
B Virtual Inc   May 2012 - Present
JP Turner & Company, LLC   April 2012 - Present
Peachtree Christian Church  January 2012 - February 2013

Skills
Singing, Opera, Performing Arts, Vocalist, Music, Background Music, Gospel Music, Voice Acting, Acting, Modeling, Writing, Children, Children's Books

Education
Georgia State University   2012 — 2012

Lee University   2010 — 2011

Experience
AIG Advisor Group  October 2013 - Present
AIG Advisor Group  September 2007 - October 2013
Creative Management Group  March 2006 - August 2007
Merrill Lynch  October 2003 - December 2005
JP Turner & Company, LLC   September 2002 - October 2003
E*TRADE Financial  December 2000 - May 2002

Skills
Series 63, Series 7, Series 66, Series 24

Education
Presbyterian College   1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General

Experience
J.P. Turner & Company, LLC   January 2008 - Present

Education
City University of New York

Experience
Allied Beacon Partners, Inc   May 2011 - Present
JP Turner & Company, LLC   August 2008 - April 2011
HSBC Securities  February 2007 - September 2007

Skills
Securities, Equities, Estate Planning, Investments, Portfolio Management, Series 7, Retirement Planning, Wealth Management, Trading, Mutual Funds, Alternative Investments, Asset Allocation

Education
Pohs Institute of Insurance   2002 — 2003
Life, Accident and Health Insurance, Insurance

Pace University - Lubin School of Business   1990 — 1996
Bachelor of Business Administration (BBA), Project Management

Experience
Xerox Services  October 2012 - Present
i3Logic  April 2011 - August 2012
i3Logic  March 2010 - March 2011
JP Turner & Company, LLC   October 2009 - December 2010
General Motors  May 2007 - May 2009
OnStar  June 2006 - May 2007
OnStar  September 2004 - June 2006
OnStar  June 2002 - June 2006
OnStar  October 2000 - June 2002
General Motors  January 1999 - October 2000

Skills
Program Management, Marketing, Purchasing, Management, Business Development, Budgets, Cross-functional Team..., Process Improvement, Automotive, Project Management, Team Building, Business Process..., Team Leadership, Training, CRM, Business Planning, Workshop Facilitation, Computer Hardware, Change Management, Vendor Management, Event Management, Leadership, Strategic Planning, Product Management, Sales, Strategy, Human Resources, Instructional Design, Product Development, Account Management, Logistics, Call Centers, Project Planning

Education
Oakland University   1982 — 1987
Bachelor of Science, Marketing

New Horizons

Experience
Paper Jam   January 2014 - Present
JP Turner & Company, LLC   January 2012 - December 2013
JP Turner & Company, LLC   2009 - 2012

Skills
Portfolio Management, Financial Analysis, Investments, Equities, Financial Modeling, Finance, Series 7, Securities, Strategic Financial..., Asset Managment, Series 63, Mutual Funds, Due Diligence, Private Equity, Alternative Investments, Wealth Management, Capital Markets, Asset Allocation, Options, Trading, Corporate Finance, Risk Management, Financial Services, Banking, Fixed Income, Bloomberg, Asset Management, Valuation, Bloomberg Terminal, Insurance, Investment Strategies, Life Insurance, Estate Planning, Analysis, Hedge Funds, Series 6, Uniform Combined State..., Series 24, Executive Management, Fixed Annuities, Retirement Planning, Retirement, Credit Analysis, Investment Advisory, FINRA, Credit, Underwriting, ETFs, Investment Banking, Bonds

Education
California State University-East Bay   2014 — 2015
Master of Business Administration (M.B.A.)

Clark Atlanta University   2004 — 2008
BA, Business Admistration Marketing

Experience
Volunteer Income Tax Assisstant   January 2013 - May 2015
BNP Paribas  January 2015 - April 2015
JP Turner & Company, LLC   May 2014 - June 2014
SDIC CGOG Futures   July 2013 - August 2013
Mars  May 2012 - July 2012

Skills
Research, Microsoft Office, PowerPoint, English, Microsoft Excel, Microsoft Word, Editing, Economics, Statistics, Teamwork, Matlab

Education
University of Maryland College Park   2015 — 2016
Master of Accounting, Taxation

University of North Carolina at Chapel Hill   2012 — 2015
Bachelor of Science (BS), Statistics and Economics

Bryn Mawr College   2011 — 2012

Beijing No.4 High School   2008 — 2011
High School Diploma

Experience
JP Turner & Company, LLC   March 2003 - Present

Skills
Securities, Investments, Series 7, series 53, series 55, Financial Analysis, Portfolio Management, Wealth Management, Retirement Planning, Strategic Financial..., Financial Modeling, Fixed Income

Education
The Ohio State University   1988 — 1991
BSBA, bsba accounting

Experience
Morgan Stanley  June 2015 - August 2015
Northwestern Mutual  June 2013 - August 2013
JP Turner & Company, LLC   March 2013 - May 2013
Emory University Department of Physical Chemistry   August 2011 - May 2013

Skills
Basic Linux, Microsoft Excel, Quantitative Research, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Data Analysis, Financial Modeling, Matlab, Statistics

Education
Columbia University in the City of New York   2014 — 2016
Master's Degree, Mathematics of Finance

Emory University - Goizueta Business School   2010 — 2014
BBA, Finance