Kaufman Rossin Fund Services
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Kaufman Rossin Fund Services Employees
Kaufman Rossin Fund Services May 2015 - Present
MH2G (Modern Home 2 Go) 2011 - 2014
Center Tone July 2010 - June 2011
Skills
Sales, Management, Invoicing, Accounting, QuickBooks, Finance, Customer Service, Microsoft Excel, Bookkeeping, Microsoft Office, Cash Flow
Education
Florida State University 2011 — 2014
Bachelor of Science (B.S.), Business/Managerial Economics, 3.75
MAST Academy 2008 — 2011
High School diploma
Kaufman Rossin Fund Services February 2014 - May 2015
Google August 2011 - February 2014
Dunlap Equity Management January 2011 - June 2011
UCSF June 2006 - August 2006
Skills
Project Management, Art, Microsoft Excel, Social Networking, Financial Modeling, Financial Analysis, Data Analysis, Business Analysis, Access, Team Management, Customer Service, Analytics, Team Leadership, Business Development, Market Research, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Salesforce.com, Analysis, Troubleshooting, Forecasting, Leadership, Management, Business Strategy, Risk Management, Start-ups, CRM, Teamwork, Finance
Education
CFA Level II Candidate
San Francisco State University 2008 — 2013
Finance
Lowell High School 2004 — 2008
Kaufman Rossin Fund Services March 2015 - September 2015
New England Studio Mechanics June 2009 - October 2014
Ellen Rose, CPA February 2014 - April 2014
9W Search, Inc. April 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Minimum Variance..., Windows 8, Fine Art Photography, Behavioral Finance, Information Design, @Risk, PrecisionTree, Adobe Photoshop, Content Marketing, User Experience, Graphic Design, Brand Management, French, Valuation, User Interface Design, Customer Service, Financial Risk, Social Media, Keynote, Organization, Ceramic Sculpture, Tumblr, Networking, Mac OS, Photography, Social Media Marketing, WordPress, Digital Media, Adobe Creative Suite, Online Advertising, Advertising, Market Research, Photoshop, Photojournalism, Digital Photography, Data Analysis, Financial Analysis, Leadership
Education
The University of Texas at Austin 2009 — 2013
Bachelors of Business Administration, Finance - Investment Management
Ipswich High School 2005 — 2009
Kaufman Rossin Fund Services August 2014 - Present
NBCUniversal, Inc. September 2013 - August 2014
PRC, LLC March 2010 - August 2012
Miami Dade Public Library System June 2008 - March 2011
Skills
Microsoft Excel, Data Analysis, Statistics, MS Excel Pivot Tables, Microeconomics, Finance, Sales, Economics, Microsoft Office, Improvisation, Analysis, PowerPoint, Stata, Market Research, Financial Modeling, Quantitative Research, Valuation, Analytics, Research, Bloomberg Terminal, Bloomberg, Market Analysis, Regression Analysis, Qualitative Research, Financial Analysis, Access, Strategy, Macroeconomics, Spanish
Education
Florida International University 2012 — 2014
Bachelor of Arts (BA), Finance, Economics
Kaufman Rossin Fund Services March 2010 - Present
Bank of America March 2007 - July 2009
Skills
Accounting, Bloomberg, Equities, Financial Analysis, Financial Modeling, Financial Services, Fund Accounting, Hedge Funds, Private Equity, Portfolio Management, Finance, Corporate Finance, Microsoft Excel
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Finance
University of Miami 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Loupe Consulting May 2013 - September 2014
Kaufman Rossin Fund Services May 2012 - October 2012
Brockton Public Schools December 2011 - March 2012
Mercer April 2011 - August 2011
Skills
Business Analysis, Program Management, Business Strategy, Business Process..., Business Transformation, Change Management, Strategy, Financial Markets, Risk Management, Financial Modeling, Derivatives, Mutual Funds, Accounting, Management, Microsoft Office, Microsoft Excel, Leadership, Customer Service, Sales, Finance, PowerPoint, Public Speaking, Analysis
Education
Isenberg School of Management, UMass Amherst 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Worcester Polytechnic Institute 2004 — 2008
Bachelor of Science (B.S.), Actuarial Science, 3.01
Kaufman Rossin Fund Services June 2011 - Present
Buongiorno June 2008 - June 2011
Frengo June 2008 - November 2008
Buongiorno March 2006 - June 2008
Skills
Business Intelligence, MySQL, Databases, PHP, Mobile Devices, CRM, Telecommunications, Shell Scripting, ETL, Analysis, Data Mining, SQL, Business Analysis, Mobile Applications, Linux, Agile Methodologies, Integration, Database Design, Microsoft SQL Server
Education
Western University 1999 — 2003
Engineering Science, Computer
Humber College 1996 — 1999
Computer Engineering Technology
Trivest Partners August 2015 - Present
Kaufman Rossin Fund Services November 2013 - August 2015
RAC Insurance Partners June 2007 - November 2013
Skills
Accounting, Bloomberg, Finance, Financial Analysis, Financial Reporting, Fund Accounting, Hedge Funds, Microsoft Excel, Microsoft Office, Investments, Analysis
Education
Florida International University 2012 — 2013
Master of Science (MS), Finance, General
Florida International University 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Kaufman Rossin Fund Services November 2012 - Present
IKEA August 2010 - November 2012
Planet Fitness August 2008 - July 2010
Skills
Microsoft Office, Data Entry, Clerical Skills
Education
Florida Atlantic University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Kaufman Rossin Fund Services January 2015 - Present
1-800 Flowers Dallas October 2014 - January 2015
Sinergia Anfibia March 2014 - September 2014
Caton Consulting Group January 2014 - May 2014
Satish & Yasmin Gupta College of Business at the University of Dallas May 2013 - March 2014
Skills
Customer Service
Education
The University of Dallas 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
The University of Dallas 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
DRRT September 2014 - December 2014
Kaufman Rossin Fund Services June 2014 - July 2014
United States District Court for the Southern District of Florida January 2014 - April 2014
Vanessa Elmaleh, Law Office February 2012 - July 2012
Jacques Pelletier - CPA April 2011 - June 2011
Coteg-Azam Law Office June 2010 - June 2010
Skills
Legal Research, Corporate Law, LexisNexis, Westlaw, Legal Writing, Microsoft Word, Microsoft Excel, PowerPoint
Education
University of Miami School of Law 2012 — 2014
Doctor of Law (JD)
Université des Sciences sociales (Toulouse I) 2010 — 2011
Master's degree, DJCE - Juriste d'affaires
Université des Sciences sociales (Toulouse I) 2009 — 2010
Master's degree, Droit de l'entreprise
Université Panthéon Assas (Paris II) 2006 — 2009
Licence, Droit Prive
KPMG US August 2015 - Present
Southern Methodist University August 2014 - August 2015
Kaufman Rossin Fund Services April 2014 - February 2015
Northwestern Mutual June 2012 - May 2014
Translation & Interpretation Network May 2010 - May 2014
Advanced Fresh Concepts Franchise Corporation August 2009 - May 2010
Education
Southern Methodist University - Cox School of Business 2014 — 2015
Master of Science (M.S.), Accounting
Southern Methodist University 2012 — 2013
Bachelor of Business Administration (BBA), Accounting
Brookhaven Community College 2010 — 2011
Associate of Science (AS), Business Administration and Management, General
Myanmar Institute of Theology 2002 — 2006
Bachelor of Art in Religious Study, Business Administration and Management, General
Kaufman Rossin Fund Services November 2009 - Present
Skills
Java, Web Services, Spring, Talend Open Studio, Business Analysis, Objective-C, Linux, Microsoft SQL Server, JPA, Hibernate, Scrum, Test Driven Development, .NET, SQLite, SQL, Ektorp, CouchDB, Advent Geneva, Advent Partner
Education
Florida International University
Bachelor of Science (BS), Information Technology
CV Advisors March 2015 - Present
Kaufman Rossin Fund Services July 2013 - March 2015
Baruch College June 2012 - July 2013
Meikles Financial Services July 2006 - August 2008
Skills
Banking, Hedge Funds, Bloomberg Terminal, Microsoft Excel, Capital Markets, Financial Modeling, Pivot Tables, Financial Statement..., Commercial Banking, Credit Analysis, Financial Strategy, Reporting & Analysis, PowerPivot, Bond Markets, Money Market
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance
University of Zimbabwe 2003 — 2007
Bachelor of Business Studies, Finance & Banking
Kaufman Rossin Fund Services July 2014 - Present
Boston University Dining Services January 2012 - May 2014
Duff & Phelps June 2013 - August 2013
Nevada State Bank June 2012 - August 2012
Coty July 2011 - September 2011
Island Hills Golf Course May 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Microsoft Access, Photoshop, Infotracs, Buker's Taxanalysis, Financial Analysis, Business Objects, Business Intelligence..., S&P, Data Mining, Data Analysis, Databases
Education
Boston University 2010 — 2014
Bachelor of Science in Business Administration, Finance
Boston University 2010 — 2014
Bachelor of Arts (BA), Economics
Kaufman Rossin Fund Services October 2014 - Present
Banco do Brasil May 2014 - August 2014
Skills
Banking, Credit Risk
Education
Florida International University 2013 — 2014
Master of Science in Finance, Finance, General
Rollins College 2010 — 2013
Bachelor of Science (B.S.), International Business
Kaufman Rossin Fund Services 2013 - 2015
Madison Square Investors June 2012 - August 2012
AVM DeMars CPAs, LLP 2009 - 2011
Education
Maurice A. Deane School of Law at Hofstra University 2015 — 2018
Candidate for Juris Doctor, 2018
University of Richmond - Robins School of Business 2009 — 2013
Bachelor of Science (BS) Business Administration
Garden City High School 2005 — 2009
Advanced Regents Diploma
Kaufman Rossin Fund Services October 2014 - Present
Alta Park Capital June 2014 - July 2014
UC Davis Stores September 2012 - March 2013
Skills
Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, Economics, Finance, Data Analysis, Social Networking, Research, Customer Satisfaction
Education
University of California, Davis 2011 — 2013
Bachelor's degree, Economics
Santa Rosa Junior College 2009 — 2011
Associate's Degree, Social and Behavioral Sciences
Kaufman Rossin Fund Services May 2015 - Present
University of Miami July 2013 - May 2015
University of Connecticut January 2012 - May 2013
University of Connecticut June 2011 - May 2013
University of Connecticut September 2012 - December 2012
University of Connecticut August 2012 - December 2012
Emerson College October 2010 - October 2011
Emerson College September 2010 - May 2011
Emerson College January 2009 - May 2011
Emerson College September 2008 - May 2011
Skills
Event Planning, Audacity, Facebook, iMovie, Higher Education, Student Affairs, Social Media, Budgets, Athletic Administration, Athlete Development, Academic Advising, Programming, Budget Management, Student Development, Broadcast Journalism, Avid, InDesign, PowerPoint, Microsoft Word, Microsoft Excel, Final Cut Pro, Tumblr, Editing, Blogging, Cision, Prezi, Ap Style, Google Docs, Public Speaking, Program Development, Student Leadership, Press Releases, Leadership, Time Management, Training, Higher Education..., Student Engagement, Social Networking, Pinterest
Education
The University of Connecticut 2011 — 2013
MA, Higher Education and Student Affairs
Emerson College 2007 — 2011
Bachelor of Science, Broadcast Journalism
Kaufman Rossin Fund Services June 2015 - Present
Kaufman Rossin Fund Services June 2013 - Present
Pioneer Investments September 2012 - May 2013
Jeruchim & Davenport LLP January 2007 - September 2012
Northwestern District Attorney's Office September 2011 - January 2012
Stifel Financial Corp. March 2008 - May 2008
Skills
Time Management, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Training, Research, Public Speaking, Human Resources, Finance, Teamwork, Management, Event Planning, Access, Mutual Funds, Customer Service, Outlook, Data Analysis, Accounting, Hedge Funds
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor's of Science, Resource Economics
University of Massachusetts, Amherst 2008 — 2012
Bachelor's degree, Economics
Gencom July 2015 - Present
RealtyShares September 2014 - May 2015
University of California, Berkeley, Haas School of Business August 2014 - May 2015
Kellogg Real Estate Venture Competition February 2015 - April 2015
Adelante Capital Management June 2014 - August 2014
International Business Development Program - UC Berkeley Haas January 2014 - June 2014
Kaufman Rossin Fund Services May 2010 - June 2013
Barry University August 2009 - April 2010
PushZenith March 2008 - 2009
TotalBank May 2008 - August 2008
Education
University of California, Berkeley, Haas School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Florida - Warrington College of Business Administration 2005 — 2009
BSBA
Belen Jesuit Preparatory School 2001 — 2005
High School
Kaufman Rossin Fund Services July 2011 - Present
Skills
Fund Administration, Fund Of Funds, Bloomberg
Education
Isenberg School of Management, UMass Amherst 2007 — 2011
Gulf Oil September 2014 - Present
Kaufman Rossin Fund Services December 2013 - August 2014
Kaufman Rossin Fund Services December 2012 - December 2013
Digitas August 2012 - October 2012
Endemol Shine Group June 2011 - August 2011
Education
Furman University 2008 — 2012
Bachelor of Arts (B.A.), Business Administration
Consortium Institute of Management and Business Administration (CIMBA)
Business, Economics, Communications
Kaufman Rossin Fund Services September 2010 - Present
Education
University of North Carolina at Chapel Hill 2005 — 2006
M.A., Political Science w/Concentration in Transatlantic Studies
Florida International University - College of Business 2004 — 2005
Master of International Business, International Business
University of Florida 1999 — 2004
B.A., Political Science
Kaufman Rossin Fund Services January 2015 - Present
Skills
Alternative Investments, Hedge Funds, Accounting, Finance, Financial Analysis, Bloomberg, Corporate Finance, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Florida International University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Matrix Capital Management Company, L.P. June 2013 - July 2015
Kaufman Rossin Fund Services May 2010 - June 2013
State Street Global Advisors June 2009 - August 2009
Education
University of Notre Dame - Mendoza College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Providence College 2006 — 2010
B.S.
PwC September 2013 - Present
PwC January 2013 - March 2013
Kaufman Rossin Fund Services March 2010 - May 2012
State Street July 2009 - February 2010
State Street June 2008 - August 2008
American Commercial Realty June 2006 - August 2007
Skills
Number Crunching, Hedge Funds, Financial Analysis, Microsoft Excel, Equities, Alternative Investments, Accounting, Asset Management, Finance, Portfolio Management, Fixed Income, Financial Services
Education
Northeastern University 2012 — 2013
MBA/MS in Accounting
University of Florida 2005 — 2009
B.S., Finance
University of Florida - Warrington College Of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Kaufman Rossin Fund Services March 2014 - November 2014
Crowe Horwath LLP June 2013 - November 2013
Marcus & Millichap August 2012 - October 2012
Terranova Corporation June 2012 - August 2012
Current Capital April 2012 - June 2012
FIU Online May 2011 - January 2012
Interamerican Bank June 2009 - October 2010
Publix June 2006 - June 2009
Skills
Short Sales, REO, Condos, Sellers, Foreclosures, Rentals, Listings, Single Family Homes, Relocation, Buyer Representation, New Home Sales, First Time Home Buyers, Investors, Investment Properties, Real Estate, Luxury, Referrals, Property Management, Real Estate Transactions, Residential Homes, Sales, Valuation, Property, Real Estate Economics, Negotiation, Landlords
Education
Florida International University - College of Business 2015 — 2015
Master of Accounting, Assurance, 3.6
Florida International University - College of Business Administration 2009 — 2013
Bachelor's degree, Accounting and Real Estate Finance, Accounting GPA: 3.2. Real Estate GPA 3.9
Belen Jesuit Prep 2005 — 2009
High School Diploma, High School
Kaufman Rossin Fund Services June 2006 - Present
Skills
Hedge Funds
Education
University of Central Florida 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Kaufman Rossin Fund Services April 2014 - January 2015
United States District Court February 2012 - April 2014
Belmont Recreation Department June 2008 - August 2010
Belmont High School Athletic Department June 2010 - June 2010
Education
Cambridge College 2015 — 2016
Master of Education (MEd), Counselor Education/School Counseling and Guidance Services
Bowdoin College 2007 — 2011
B. A., Economics/Visual Arts
Harvard University 2009 — 2010
Visual Studies
Kaufman Rossin Fund Services April 2015 - Present
Federated MDT Advisers June 2013 - April 2015
John Hancock Life Insurance Company (U.S.A.) July 2012 - December 2012
John Hancock Life Insurance Company (U.S.A.) June 2011 - December 2011
Matson Driscoll & Damico July 2010 - January 2011
Boston's Best Cruises May 2009 - September 2009
Skills
Microsoft Office, Financial Analysis, Auditing, Customer Service, Research, Project Portfolio..., New Hire Training, Business Analysis, Financial Services, Leadership, Project Management, Analysis
Education
Northeastern University 2008 — 2013
Bachelor of Science, Finance, Senior
Kaufman Rossin Fund Services June 2015 - Present
Kaufman Rossin Fund Services June 2014 - Present
Kaufman Rossin Fund Services December 2012 - Present
The Walt Disney Company June 2012 - December 2012
Hillstone Restaurant Group June 2010 - May 2012
Pershing June 2011 - August 2011
ZETA TAU ALPHA January 2010 - January 2011
First Watch July 2009 - June 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Financial Analysis, Social Media, Event Planning, Microsoft Word, Customer Service, Outlook, Social Media Marketing, Insurance, Social Networking, Research, Marketing, Financial Modeling, Accounting, Event Management, Budgets, Investments, Khalix, SAP, Bloomberg, Business Objects, Financial Reporting, Finance, Forecasting, Fund Accounting, Auditing, Hedge Funds, Leadership, Mutual Funds, Recruiting, Sales, Time Management
Education
University of Central Florida 2008 — 2012
Bachelor of Science; Bachelor of Science, Business Administration - Finance; Business Administration - Marketing
St. Thomas Aquinas high school 2004 — 2008
High school diploma
Kaufman Rossin & Co. June 2007 - Present
Kaufman Rossin Fund Services June 2007 - Present
Stinson Morrison Hecker LLP October 1999 - July 2006
Kaw Valley Center October 1998 - October 1999
Skills
Recruiting, Human Resources, Onboarding, Executive Search, HR Policies, Hiring, Management, Program Management, Staff Development, Talent Management
Education
The University of Kansas 1993 — 1997
BA, Communication Studies
Lee's Summit High School 1989 — 1993
Kaufman Rossin Fund Services May 1998 - Present
Skills
Alternative Investments, Hedge Funds, Accounting, Equities, Private Equity, Fund Of Funds, Valuation, Bloomberg, Financial Analysis, Mutual Funds, Fund Accounting, Investments, Due Diligence, Fixed Income, Fund Administration, Financial Services, Financial Markets, Derivatives, Commodity, Financial Reporting, Wealth Management, Options, Emerging Markets, Advent, Relationship Management, Financial Accounting, Equity Derivatives, Bloomberg Terminal
Education
University of Florida 1993 — 1997
BSBA, Finance
Kaufman Rossin Fund Services June 2015 - Present
University of Massachusetts Amherst Annual Fund September 2011 - June 2015
State Street April 2014 - May 2015
MIT Aquatics July 2012 - May 2014
Whittemore Hardware September 2007 - August 2011
Skills
Microsoft Office, Microsoft Excel, Teamwork, Supervisory Experience, Telephone Skills, Fundraising, Communication Skills, Data Analysis, Employee Training, Leadership, Financial Analysis, Microsoft Word, PowerPoint
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Finance, GPA: 3.33
Melrose High School 2007 — 2011
High School Diploma
Kaufman Rossin Fund Services July 2003 - Present
BearingPoint 1999 - 2002
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Fund Administration, FATCA, Anti Money Laundering, Equities, Business Analysis, Portfolio Management, Investments, Fixed Income, Bloomberg, Private Equity, Asset Management, Prime Brokerage, Due Diligence, Financial Services, Trading, Mutual Funds, Derivatives, Equity Research
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, FINANCE
Tufts University 1990 — 1994
BS, QUANTITATIVE ECONOMICS
Kaufman Rossin Fund Services January 2015 - Present
Teach For America June 2013 - January 2014
University of Florida Alumni Association 2010 - 2013
University of Florida May 2012 - August 2012
Skills
Public Speaking, Event Planning, PowerPoint, Social Media, Microsoft Excel, Research, Fundraising, Facebook, Community Outreach, Social Networking, Microsoft Office, Customer Service, Microsoft Word, Leadership, Nonprofits, Data Analysis, Spanish, Editing, Education, Government, Hospitality, Human Resources, Program Management, Political Campaigns, Investments, Management, Portfolio Management
Education
University of Florida 2009 — 2013
Bachelor of Arts (BA), Political Science
Kaufman Rossin Fund Services April 2006 - Present
Franklin Templeton Investments March 2003 - April 2006
Skills
Fund Accounting, Fund Administration, Hedge Funds, Fund Of Funds, Mutual Funds, Equities, Bloomberg, Financial Reporting, Financial Statements, Valuation, Investments, Accounting, Alternative Investments, Bloomberg Terminal, Financial Analysis, Private Equity, Financial Services, Fixed Income, Financial Accounting, Corporate Actions, GAAP, US GAAP, Securities, Cash Management, Derivatives, Account Reconciliation, Advent, General Ledger, Equity Trading, Bonds, Options, Finance
Education
University of Central Florida - College of Business Administration 1998 — 2002
Bachelors, Finance
Kaufman Rossin Fund Services November 2013 - Present
PriceKubecka, PLLC January 2012 - November 2013
Whitley Penn November 2003 - December 2011
KBA Group LLP March 2002 - October 2003
Arthur Andersen September 2000 - February 2002
Skills
Auditing, Due Diligence, GAAP, SEC filings, Accounting, Audits of Employee..., Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Public Companies, Financial Accounting, Business Development, Manufacturing, Energy, Construction, Financial Analysis, New Business Development, Fund Administration, Private Equity, Real Estate Private..., Oilfield Services, Oil, Audit, SOX, SEC reporting, Oil&Gas, CPA, Finance
Education
University of Alabama 1999 — 2000
Master, Accountancy
University of Alabama 1995 — 1999
B.S., Accountancy
Maritime Capital,LLC January 2015 - Present
Kaufman Rossin Fund Services August 2006 - December 2014
HSBC Securities 2004 - 2006
Morgan Stanley Prime Brokerage May 1999 - December 2002
Skills
Fund Administration, Alternative Investments, Hedge Funds, Fund Of Funds, Due Diligence, Equities, Mutual Funds, Accounting, Investments, Funding, Asset Management, Auditing, Options, Trading, Finance, Prime Brokerage, Financial Services, Wealth Management, Private Equity, Financial Advisory, Fixed Income
Education
Babson College 1994 — 1999
Business Administration
Simmons College 1986 — 1991
BS, Accounting
Hanover High School
Khronos LLC July 2015 - Present
United Capital Markets January 2014 - July 2015
Kaufman Rossin Fund Services August 2012 - January 2014
Merrill Lynch July 2011 - August 2012
Franklin Templeton Investments December 2008 - June 2011
Franklin Templeton Investments May 2007 - December 2008
Franklin Templeton Investments September 2004 - May 2007
Franklin Templeton Investments June 2003 - September 2004
Franklin Templeton Investments July 2002 - June 2003
Skills
Fund Accounting, Mutual Funds, Investments, Strategy, Hedge Funds, Private Equity, Visual Basic, C++, C#, Visual Studio, Alternative Investments, Asset Management, Bloomberg, Corporate Actions, Equities, Finance, Financial Analysis, Financial Reporting, Fixed Income, Portfolio Management
Education
Nova Southeastern University 2007 — 2011
MBA, Business Administration
Western New Mexico University 1998 — 2001
BBA, Accounting
Broward College
Computer Programming
Garden City Community College 1997 — 1998
Accounting
The Blackstone Group January 2014 - Present
The Blackstone Group January 2013 - December 2013
The Blackstone Group July 2011 - December 2012
Kaufman Rossin Fund Services May 2008 - July 2011
Homesite Insurance September 2006 - April 2008
Skills
Financial Modeling, Finance, Accounting, Alternative Investments, Hedge Funds, Valuation
Education
Brown University 2002 — 2006
B. Sc., Applied Mathematics
Fractalis Inc July 2015 - Present
SymbioSystems LLC: Technology to get you there 2008 - Present
Aphelion Capital March 2012 - March 2015
Kaufman Rossin Fund Services October 2010 - July 2012
CONIFER SECURITIES, LLC October 2006 - October 2010
Skills
Hedge Funds, Fund Of Funds, Fund Accounting, Management Company..., VC and Private Equity..., Budgeting and Financial..., GAAP Standards, Team Leadership, Business Ethics, Due Diligence, Financial Analysis, Financial Modeling, Financial Statements, GAAP, Management, Auditing, Mutual Funds
Education
Dominican University of California 2004 — 2006
Bachelor of Arts, International Studies - Focus in Asia
National Chengchi University 2005 — 2005
Mandarin Chinese and International Studies
Santa Rosa Junior College 2000 — 2001
Associate of Arts (A.A.), Early Childhood Education and Teaching
Kaufman Rossin Fund Services October 2006 - Present
Kaufman, Rossin & Co. November 2004 - June 2008
Skills
Java, JPA, Spring Framework, SQL, Jasper Reports, Kanban, Tomcat, Apache 2, Subversion, Microsoft SQL Server, MySQL, Scrum, Hibernate, Microsoft Office, Linux, Agile Methodologies, SQLite, SSRS, Windows, Software Development, C#, CouchDB, Access, Talend Open Studio, SSIS, NetBeans, Bugzilla, JIRA, Visual Studio, Solaris, IIS, JSP, CSS, Visual Basic, JavaScript, Bash, Windows Batch, ASP.NET, VBA, Windows Server, GWT, Smart GWT, Web Services, SOAP, Problem Solving, Software Design, Anti Money Laundering, Drums, Guitar, Music Production
Education
Florida State University 2000 — 2004
Bachelor of Science (BS), Management Information Systems
Kaufman Rossin Fund Services January 2015 - Present
Teeny Weeny Cakes August 2010 - Present
South Miami Property Maintenance January 2013 - January 2015
Fun Club January 2010 - August 2014
South Dade Senior Highschool November 2009 - May 2010
Skills
Teaching, Staff Development, Public Speaking, Coaching, Research, Curriculum Design, Higher Education, Curriculum Development, Educational Leadership, Microsoft Office, Leadership Development, Customer Service, E-Learning, Event Planning, Instructional Design, Nonprofits, PowerPoint, Training, Tutoring, Educational Technology
Education
Miami Dade College 2010 — 2014
Robert Morgan Educational Center 2005 — 2009
Highschool, High School/Secondary Diploma Programs
KW PROPERTY MANAGEMENT AND CONSULTING August 2015 - Present
Brand Real Estate Firm April 2015 - Present
Kaufman Rossin Fund Services February 2014 - July 2014
Education
UF Hough Graduate School of Business 2013 — 2013
Master of Arts (M.A.), International Business
University of Florida - Warrington College of Business Administration
Bachelor of Arts (B.A.), Business Administration
Manchester Business School
European Summer Exchange Program
YourCause March 2015 - Present
Kaufman Rossin Fund Services July 2013 - December 2014
Austin Stock Research May 2012 - November 2012
T-Mobile May 2009 - April 2010
Sprint Nextel February 2007 - July 2008
Skills
Financial Analysis, Business Analysis, Proformas, Financial Data, Data Analysis, Excel, LexisNexis, Factiva, Business Source Complete, Datamonitor 360, ABI/Inform Global, Mint Global, Financial Modeling, Capital Budgeting, Stock Market, Stock Picking, Stock Valuation, Charts, Annual Reports, Accounting, Dividend Policies, Leveraged Finance, Industry Analysis, Risk Analysis, Sales, Competitive Analysis, Microsoft Excel, Portfolio Management
Education
Texas State University 2011 — 2012
Master of Business Administration (M.B.A.)
The University of Texas at San Antonio 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Rockwell Talent Management June 2015 - Present
Promotional Party Sticks LLC March 2015 - Present
Kaufman Rossin Fund Services March 2014 - April 2015
Skills
Fund Accounting, Hedge Funds, Bloomberg Terminal, Financial Analysis, Teamwork, Time Management, Microsoft Excel, Finance
Education
Florida International University 2011 — 2014
Finance, Finance and Financial Management Services
Wagner College 2010 — 2010
Economics
Kaufman Rossin Fund Services March 2008 - Present
Fidelity Investments 2006 - 2007
Fidelity Investments 2005 - 2006
Skills
Auditing, Account Reconciliation, Mutual Funds, Process Improvement, Hedge Funds, Finance
Education
Isenberg School of Management, UMass Amherst 2001 — 2005
Bachelor of Science, Investment & Corporate Finance
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science (B.S.), Finance and Economics
GMO March 2015 - Present
Kaufman Rossin Fund Services December 2012 - March 2015
Pioneer Investments September 2011 - December 2012
University Directories May 2010 - August 2010
A+ Letter Service January 2009 - January 2010
Skills
Cold Calling, Sales, Marketing, Market Research, Account Management, Advertising, Social Media, Email Marketing, PowerPoint, Social Media Marketing, Competitive Analysis, Outlook, Financial Analysis, Customer Service, Customer Engagement, Customer Satisfaction, Corporate Finance, Mutual Funds, Capital Gains Tax, Cost Basis Reporting, Cost Basis, 1099 Preparation, Financial Services, Finance
Education
Lafayette College 2007 — 2011
Bachelor of Arts, Economics & Business, Finance, Philosophy, 3.47
Monsignor Donovan High School 2003 — 2007
4.0
St Joes
Kaufman Rossin Fund Services March 2014 - Present
Kaufman, Rossin & Co. May 2013 - March 2014
Best Buy September 2009 - May 2013
Education
Florida International University 2009 — 2012
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Miami Dade College 2007 — 2009
Associate of Arts (A.A.), Biology, General
University of Central Florida 2006 — 2007
(Transferred), Civil Engineering
Kaufman Rossin Fund Services June 2015 - Present
Kaufman Rossin Fund Services October 2014 - Present
BNY Mellon August 2012 - October 2014
Waterfield Business Center, LLC August 2007 - June 2012
Merrimack Valley Venture Forum May 2010 - September 2010
Skills
Microsoft Office, QuickBooks, Constant Contact, Goldmine, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Event Planning, Social Media, Facebook, Research, Customer Service, Fundraising, Public Speaking, Social Networking, Social Media Marketing, Access, Non-profits, Spanish, Investments, Hedge Funds, Auditing
Education
Providence College 2008 — 2012
Bachelor of Science (B.S.), Business Management
Woburn Memorial High School 2004 — 2008
Magna Cum Laude
Foray Collective June 2015 - Present
Boutikey August 2013 - Present
Kaufman Rossin Fund Services March 2012 - March 2013
Brown Brothers Harriman September 2010 - March 2012
Northwestern Mutual Financial Network June 2009 - May 2010
Skills
Investments, Social Media, Financial Services, Marketing, Finance, Management, Financial Risk, Hedge Funds, Analysis, Access, Mutual Funds, Equities, Alternative Investments, Account Reconciliation, Due Diligence, PowerPoint, Accounting, Financial Modeling, Series 7, Insurance, Microsoft Excel, Fixed Income, Financial Analysis, Bloomberg, Securities, Start-ups, Risk Management, Crowdfunding, Portfolio Management, Market Research, Client Relations Skills
Education
Bryant University 2006 — 2010
Bachelors, Finance
Kaufman Rossin Fund Services January 2013 - May 2015
Brown Brothers Harriman June 2011 - December 2012
Courageous Sailing May 2010 - August 2010
Skills
Fund Accounting, Microsoft Excel, Bloomberg, Accounting, Financial Modeling, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2016
Master of Business Administration (M.B.A.), Finance
Babson College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Economics
The Wheeler School
High School
Centaur January 2015 - Present
Kaufman Rossin Fund Services May 2013 - October 2014
Admiral Administration Ltd December 2010 - April 2013
Olympia Capital Markets Group March 2009 - September 2010
Skills
Hedge Funds, Alternative Investments, Investments, Private Equity, Capital Markets, Portfolio Management, Fund Of Funds, Trading, Asset Management, Finance, Funding, Valuation, Start-ups, Equities, Mutual Funds
Education
Hobart and William Smith Colleges 2004 — 2008
BA
Kaufman Rossin Fund Services June 2013 - Present
Merrill Lynch May 2012 - August 2012
Carnival Corporation May 2010 - July 2010
Skills
Microsoft Office, Customer Service, Finance, Investments, Microsoft Word, Leadership, Management, Banking, Financial Modeling, Portfolio Management
Education
University of Florida 2009 — 2013
Bachelor of Science, Finance, General
Viceroy Chemical November 2013 - October 2014
Simpson Thacher & Bartlett LLP September 2011 - October 2013
J.P. Morgan July 2010 - August 2010
Simpson Thacher & Bartlett LLP June 2010 - August 2010
U.S. Immigration and Customs Enforcement (ICE) June 2009 - August 2009
Kaufman Rossin Fund Services June 2007 - May 2008
US Army July 2000 - July 2004
Skills
Private Equity, Due Diligence, Legal Writing, Legal Research, Corporate Law, Capital Markets, Corporate Governance, Corporate Finance
Education
Northwestern University School of Law 2008 — 2011
JD, Law
Fundação Getulio Vargas / FGV 2010 — 2010
Coursework in Brazilian markets, law and politics
Florida International University 2004 — 2007
BBA, Finance
Kaufman Rossin Fund Services August 2014 - Present
Mayfair Hotel and Spa June 2014 - August 2014
Brandt Information Services August 2013 - November 2013
Northwestern Mutual April 2013 - June 2013
Florida State University Student Disability Resource Center August 2012 - April 2013
Florida State University School of Engineering August 2010 - April 2011
Mandarin Oriental Hotel Group June 2009 - August 2009
Miami Aqua Tours June 2008 - September 2008
Skills
Spanish, Outlook, Teamwork, Time Management, PowerPoint, Microsoft Word, Revenue Analysis, Financial Analysis, Microsoft Office, Microsoft Excel, Customer Service, Research, Social Media, Public Speaking, Windows, Mac, English, Italian, Cash Handling Experience
Education
Florida State University 2010 — 2014
Bachelor's Degree, Applied Economics and Finance
Kaufman Rossin Fund Services February 2015 - Present
Alan Gray, Inc. August 2014 - February 2015
Road Scholar June 2013 - December 2013
Skills
Valuation, DCF, Equity Research, Financial Reporting, Credit Analysis, Financial Analysis, Bloomberg, Corporate Finance, Negotiation, Operations Management, Supply Chain..., Regression Testing, Access, Fund Accounting
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science Business Administration (B.S.B.A.), Finance & Operations/Technology Management
Episcopal High School 2006 — 2010
Kaufman Rossin Fund Services January 2007 - Present
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
Baruch College, City University of New York (CUNY) 1999 — 2002
BBA, Accounting
J.P. Morgan August 2010 - Present
Kaufman Rossin Fund Services October 2007 - February 2010
Investors Bank & Trust/State Street Corporation December 2006 - October 2007
Investors Bank & Trust September 2004 - December 2006
Investors Bank & Trust September 2003 - September 2004
Skills
Financial Statements, Accounting, Equities, Settlement, Microsoft Excel, Risk Management, PowerPoint, Microsoft Word, Outlook, Microsoft Money, Database Administration, Fund Administration, Hedge Funds, Fund Of Funds, Back Office, Allocations, Client Service Oriented, Client Liaison, Financial Analysis
Education
Merrimack College
Bachelor of Science, Business Administration; Finance
Kaufman Rossin Fund Services October 2006 - Present
HIG Capital March 2005 - October 2006
Vina & Company 2004 - 2005
Skills
Hedge Funds, Investments, Fund Of Funds, Auditing, Financial Statements, Equities, Financial Reporting, Accounting
Education
University of Miami - School of Business 2002 — 2004
BBA, Finance
University of Florida 2000 — 2002
N/A, Finance
CV Advisors October 2010 - Present
ARE ASSET MANAGEMENT November 2007 - March 2011
Kaufman Rossin Fund Services January 2006 - November 2007
FORTIS FUND SERVICES (CAYMAN) LIMITED January 2002 - December 2005
Skills
Financial Reporting, Finance, Accounting, Financial Analysis, Auditing, Due Diligence, Financial Modeling, Leadership, Financial Accounting, Internal Controls
Education
Certified Public Accountant 2007 — 2007
CPA, Accounting
CFA Institute 1995 — 1997
Chartered Financial Analyst, Investment Professional
Institute of Chartered Accountants of British Columbia 1989 — 1989
Chartered Accountant, Accounting
University of Calgary 1988 — 1988
Bachelor of Commerce, Accounting
Kaufman Rossin Fund Services September 2012 - Present
LexisNexis March 2011 - September 2012
LexisNexis (formally ChoicePoint) January 2008 - March 2011
Buongiorno USA January 2005 - January 2008
Skills
ETL, Databases, Data Analysis, Business Intelligence, Analytics, Business Analysis, Product Management, SQL, Oracle, Web Analytics, Metadata Management, Data Governance, Six Sigma, Informatica
Education
University of Miami - School of Business 1998 — 2002
BBA, Computer Information Systems
McGladrey August 2011 - Present
Kaufman Rossin Fund Services April 2008 - July 2011
KPMG LLP August 2006 - March 2008
Skills
Internal Audit, Accounting, Fund Accounting, Financial Reporting, Financial Analysis, Internal Controls, Financial Accounting, SAS70, Auditing, Hedge Funds, IT Audit, SOX 404, IT Controls, IT Strategy
Education
University of Miami - School of Business 2005 — 2006
MAcc, Accounting
University of Miami - School of Business 2001 — 2005
BBA, Accounting
Hinshaw & Culbertson LLP October 2014 - Present
HD Supply May 2012 - July 2012
Kaufman Rossin Fund Services August 2008 - April 2010
Education
University of Florida - Fredric G. Levin College of Law 2010 — 2013
J.D.
Florida State University - College of Business 2004 — 2008
B.S., Finance
Kaufman Rossin Fund Services 2010 - Present
Kaufman, Rossin & Co. January 1993 - Present
Spicer & Oppenheim, CPAs 1976 - 1992
Skills
Hedge Funds, Private Equity, Due Diligence, Financial Reporting, Fund Of Funds, Alternative Investments, Corporate Finance, Investments, Financial Modeling, CPA, Fund Administration, Mergers & Acquisitions, US GAAP, Accounting, Finance, GAAP, Financial Accounting, Tax, Income Tax, Restructuring, Corporate Tax, Securities, Strategic Financial..., SEC filings, Financial Analysis, Internal Controls, High Net Worth..., Fund Accounting, Forensic Accounting, Auditing, Partnership Taxation
Education
DePaul University 1971 — 1973
MBA, Accounting
Roosevelt University 1965 — 1969
B.S.B.A., Business Administration, Accounting
Constellation Advisers, LLC July 2015 - Present
T3 Trading Group, LLC January 2014 - July 2015
Kaufman Rossin Fund Services March 2012 - January 2014
CAI Private Equity May 2008 - February 2012
KPMG January 2008 - March 2008
Skills
Microsoft: Word, Excel,..., QuickBooks, The NextRound, Bloomberg., CapitalIQ, Grabbing life by the..., Capital IQ, Bloomberg, Microsoft Excel, Auditing, PowerPoint, Financial Analysis, Public Speaking, Private Equity, Analysis, Financial Reporting, Accounting, Finance, Management, Financial Accounting, Microsoft Office, Leadership, Financial Modeling
Education
Iona College 2005 — 2009
BBA, Accounting
Kaufman Rossin Fund Services June 2007 - Present
Skills
Fund Accounting, Hedge Funds, Alternative Investments, Financial Analysis
Education
University of Florida 2003 — 2007
BSBA, Finance
Kaufman Rossin Fund Services March 2007 - Present
IFDS May 2001 - February 2007
Symcor January 1998 - April 2001
Skills
Hedge Funds, Fund Accounting, Financial Services, Equities, Fund Administration, Accounting, Securities, Mutual Funds, Fund Of Funds, Alternative Investments, Due Diligence, Financial Reporting, Financial Analysis, Investments, Corporate Finance, Private Equity, SEC filings, AML, Asset Management, High Net Worth..., Auditing, Finance, Financial Accounting, Mergers & Acquisitions, Banking, Internal Controls, Financial Modeling, Tax, Risk Management, US GAAP, GAAP, Back Office
Education
Concordia University 1998 — 2001
BA, Finance
Marcus & Millichap September 2014 - Present
Kaufman Rossin Fund Services July 2013 - June 2014
Ocean Lawn Enterprises October 2012 - December 2012
Texas First Investment Management June 2012 - August 2012
Merrill Lynch Private Wealth Management Group May 2011 - December 2011
Vector 2010 - 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Bloomberg Terminal, Microsoft Word, Bloomberg, Research
Education
University of Miami 2010 — 2012
Bachelors of Arts, Economics, International Studies, 3.55
University of Miami 2010 — 2012
Bachelor of Arts, Economics and International Studies
Kaufman Rossin Fund Services July 2006 - Present
Kaufman Rossin Fund Services August 2006 - September 2009
HSBC 2002 - 2006
Morgan Stanley 1999 - 2003
Morgan Stanley Prime Brokerage 1999 - 2002
Education
Simmons College 1986 — 1990
Bachelor of Arts, Accounting Major
Kaufman Rossin Fund Services December 2007 - Present
Skills
Hedge Funds, Financial Reporting, Fund Accounting, Accounting, Financial Analysis, QuickBooks, Financial Accounting, GAAP, Account Reconciliation, Auditing, Finance, Due Diligence, Bloomberg
Education
University of Massachusetts, Amherst 2000 — 2004
SOM, Management, Psychology
Kaufman Rossin Fund Services October 2008 - Present
Skills
Hedge Funds, Fund Administration, Equities, Bloomberg, Alternative Investments, Advent, Fund Of Funds, Accounting, Financial Analysis, Fund Accounting, Microsoft Excel, Visual Basic, Total Return Swaps, Private Equity, Fixed Income
Education
University of Florida - Warrington College of Business Administration 2007 — 2008
Master of Arts, International Business
University of Florida - Warrington College of Business Administration 2003 — 2007
BSBA, Finance
Kaufman Rossin Fund Services June 2012 - Present
Kaufman Rossin Fund Services April 2008 - June 2012
Horn Eichenwald Investments Corp May 2006 - September 2007
Skills
Software Engineering, Software Development, Business Analysis, Project Management, Kanban, Java, C#, Bash, SQL, Linux, RSL, Agile Methodologies, Management, Web Services, Microsoft SQL Server, Microsoft Office, Microsoft Excel, .NET, Scrum, JUnit, JavaScript, JIRA, Regular Expressions, Talend, Jasper Reports, UML, Spring Framework
Education
Florida International University 2006 — 2007
Bachelor of Science (BS), Computer Science, Cum Laude
Florida State University 2003 — 2005
BS, Computer Science
Palmetto High
Percolate Inc. October 2015 - Present
Accenture January 2012 - September 2015
Kaufman Rossin Fund Services August 2010 - December 2011
Kaufman Rossin Fund Services December 2008 - August 2010
Kaufman Rossin Fund Services September 2007 - December 2008
Lord, Abbett & Co. LLC June 2006 - August 2006
Skills
Financial Analysis, Investments, Due Diligence, Corporate Development, Portfolio Management, Equities, Corporate Finance, Financial Modeling, Microsoft Office, Asset Managment, Financial Reporting, Valuation, Accounting, Hedge Funds, Sales, Bloomberg, Finance, Asset Management
Education
University of Florida 2003 — 2007
BA, Finance
Miami Killian Senior High 1999 — 2003
Virage Capital Management June 2014 - Present
Kaufman Rossin Fund Services November 2012 - June 2014
Blue River Partners October 2009 - November 2012
Swank Capital, LLC June 2007 - May 2010
Rothstein Kass September 2004 - June 2007
Skills
Investments, Hedge Funds, Fund Of Funds, SEC filings, Private Equity, Mutual Funds, Alternative Investments, Accounting, Start-ups, Due Diligence, Equities, Asset Management
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2003
Master in Professional Accounting, Accounting
RSF Partners August 2014 - Present
Kaufman Rossin Fund Services December 2013 - August 2014
Rx Technology October 2011 - December 2013
Real Time Resolutions June 2011 - October 2011
Skills
Accounting, Financial Analysis, Team Leadership, Forecasting, Financial Reporting, Variance Analysis, Analysis, Finance, Financial Modeling, Management, Microsoft Excel, Microsoft Office, Process Improvement, Strategic Planning
Education
The University of Texas at Arlington - College of Business 2007 — 2011
Finance, Finance
Central Catholic 2002 — 2006
John Cabot University
The University of Dallas
Crow Holdings Capital August 2014 - Present
Kaufman Rossin Fund Services June 2013 - July 2014
Dallas United Crew August 2012 - May 2013
Deerfield Academy March 2012 - June 2012
Financial Services Forum September 2011 - December 2011
YX Funds Ltd May 2010 - August 2010
YX Funds Ltd November 2009 - January 2010
Falling Creek Camp June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Visual Basic, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Bloomberg Terminal, Bloomberg, Investments, Finance, Analysis, Hedge Funds, Management, Economics, Equity Research, Alternative Investments, Fixed Income, Equities, Portfolio Management, Private Equity
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master of Science (MS), Finance
Trinity College-Hartford 2007 — 2011
BS, Econoimcs
Brooks School 2003 — 2007
Deutsche Bank February 2013 - Present
Kaufman Rossin Fund Services October 2007 - February 2013
Investors Bank & Trust May 2006 - October 2007
Skills
Fund Accounting, Accounting, Financial Reporting, Hedge Funds, Fund Administration, Fund Of Funds, Financial Analysis, Alternative Investments, Bloomberg, Financial Accounting, Equities, Private Equity, General Ledger, Investments, Microsoft Excel, Asset Management
Education
Saint Anselm College 2002 — 2006
Bachelor of Arts (B.A.), Accounting
Putnam Investments 2013 - Present
Kaufman Rossin Fund Services 2011 - 2012
BNY Mellon 2007 - 2011
Skills
Trade Operations, Fund Accounting, Fund Administration, Relationship Management, Bloomberg, Microsoft Excel, SQL, Middle Office, Back Office, Client Facing Skills
Education
Suffolk University 2003 — 2007
Bachelor of Science (B.S.), Finance, General