Knall-Cohen Investment Fund
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Knall-Cohen Investment Fund Employees
Deloitte August 2015 - Present
Deloitte July 2013 - July 2015
Knall-Cohen Investment Fund August 2011 - February 2012
Alpha Kappa Psi- Beta Gamma chapter January 2011 - December 2011
Northwestern Mutual May 2011 - September 2011
Indiana University September 2010 - April 2011
Antique Finance Pvt. Ltd. June 2010 - August 2010
Bombay Stock Exchange Limited May 2010 - May 2010
Skills
Valuation, Investments, Excel modeling, Derivatives, Financial Modeling, Capital IQ, Financial Analysis, Data Analysis, VBA, Capital Structure..., Cartography, Google Adwords, Microsoft Excel, Microsoft Word, Microsoft Office, Market Research
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science in Business, Majors: Finance & Business Economics Minor: Political Science
The International School Bangalore 2007 — 2009
International Baccalaureate
Permal June 2013 - August 2013
Knall-Cohen Investment Fund October 2012 - February 2013
Northwestern Mutual May 2012 - August 2012
China Merchants Bank June 2011 - July 2011
Skills
Bloomberg Terminal, FactSet, ThomsonOne, VBA, Microsoft Excel, Equity Investment, Options Strategies, American History, Chinese History, Foreign Policy, Skiing, Bicycle, Tennis, Cross Country, Whitewater Kayaking, Portfolio Management, Investment Management, Finance, Trading, Equities
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science, Business; Finance
Burr and Burton Academy 2006 — 2010
High School Diploma, High School Diploma
Shenzhen Experimental School 2002 — 2006
UBS Investment Bank August 2015 - Present
IU Capital — MBA Hedge Fund Simulation September 2014 - Present
UBS Investment Bank June 2015 - August 2015
Knall-Cohen Investment Fund August 2014 - February 2015
Mega International Commercial Bank — 兆豐國際商業銀行 June 2014 - August 2014
Skills
Game Theory, Bloomberg, Public Speaking, Microsoft Excel, Strategic Planning, Python, Java, Business Strategy, Fundraising, Global Macro, Financial Modeling, Parliamentary Procedure, Thomson Reuters Eikon, Business Modeling, Data Analysis, Marketing, Teamwork
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor of Science in Business, Majors: Business Analytics, Economic Consulting, Public Policy Analysis
Jesus College, Oxford 2013 — 2013
Business: Cross Cultural Management
Arcadia High School 2008 — 2012
HTG Capital Partners, LLC July 2014 - Present
HSBC June 2013 - August 2013
Knall-Cohen Investment Fund September 2012 - 2013
Vogelsang Asset Management May 2011 - August 2012
Business class - BUS-X201: Technology and Computer in Business January 2012 - May 2012
Indiana University Bloomington August 2011 - May 2012
Phi Eta Sigma/Alpha Lambda Delta Honor Society April 2011 - May 2012
Lawn Cutting Business May 2001 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Financial Analysis, Accounting, Public Speaking, Research, Access, Economics, Problem Solving, Management, Business Strategy, Sales, Communication, Analysis, Analytics, Bloomberg, Derivatives, Equities, Financial Risk, Internet, Market Analysis, Quantitative Research, Risk Assessment, Trading, Valuation
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Science (B.S.), Finance
SunTrust Robinson Humphrey July 2015 - Present
Undergraduate Finance Club May 2014 - May 2015
Kelley School of Business December 2013 - December 2014
SunTrust Robinson Humphrey June 2014 - August 2014
Aequitas Financial, I.C. August 2012 - August 2014
Knall-Cohen Investment Fund September 2013 - February 2014
HSBC Holdings Plc August 2013 - August 2013
Monsanto May 2013 - May 2013
Skills
Financial Analysis, Leadership, Portfolio Management, Microsoft Excel, Equity Research, Public Speaking, Microsoft Office, Financial Modeling, Capital Markets, Economics, Valuation, @Risk, Investment Banking, Mergers & Acquisitions, Leveraged Finance, Marketing Communications, Due Diligence, Bloomberg Terminal, Writing
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance and Accounting
London School of Economics and Political Science 2013 — 2013
Economics, Government
Parkway West High School 2007 — 2011
High School
Mesirow Financial June 2015 - Present
Knall-Cohen Investment Fund September 2014 - Present
Dropped and Desperate iPhone Repairs January 2015 - Present
Briar Ridge Country Club April 2007 - Present
CME Group June 2014 - August 2014
Indiana University July 2014 - July 2014
Briar Ridge Country Club April 2010 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Social Media, Accounting, Leadership, Time Management, Windows, Team Leadership, Management, Training, Process Improvement, Access, Positive Can-do Attitude, Event Planning, Financial Modeling, Social Networking
Education
Indiana University - Kelley School of Business 2013 — 2017
Bachelor of Science (BS), Finance and Accounting
Munster High School 2009 — 2013
Core 40 with Academic Honors
Indiana Evans Scholars January 2015 - Present
Medinah Country Club June 2008 - Present
Kappa Alpha Theta August 2012 - Present
William Blair & Company June 2015 - Present
Knall-Cohen Investment Fund September 2014 - February 2015
Arthur J. Gallagher & Co. May 2014 - August 2014
Arthur J. Gallagher and Co. May 2013 - August 2013
Skills
Microsoft Excel, Time Management, Leadership, Golf, Critical Thinking, PowerPoint, Data Analysis, Access, Organization, Writing, Mathematics, Flexibility, Financial Modeling, Valuation
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor of Science (BS), Accounting and Finance, GPA: 3.93
James B. Conant High School 2008 — 2012
Consumer Edge Research LLC June 2015 - Present
Indiana University August 2014 - Present
Knall-Cohen Investment Fund October 2014 - February 2015
Calumet Park Cemetery May 2010 - August 2014
Skills
Financial Analysis, Accounting, Valuation, Written & Oral..., Microsoft Excel, Leadership, Research, Investments, Public Speaking, Fundamental Analysis, Teamwork, Time Management
Education
Indiana University - Kelley School of Business 2012 — 2015
Bachelor of Science in Business, Accounting and Finance
Indiana University Bloomington
KeyBanc Capital Markets July 2012 - Present
KeyBanc Capital Markets May 2011 - August 2011
Knall-Cohen Investment Fund January 2011 - May 2011
The Housing Fund June 2009 - August 2010
Skills
Corporate Finance, Financial Modeling, Valuation, Investment Banking, Capital Markets
Education
Indiana University - Kelley School of Business 2008 — 2012
Finance, Economics
FactSet June 2015 - Present
Credit Suisse February 2014 - August 2014
Knall-Cohen Investment Fund August 2013 - February 2014
BTown Tutor August 2013 - November 2013
Transphero Mobility Solutions May 2013 - August 2013
Billy Casper Golf Management - Cranbury Golf Club May 2013 - August 2013
West Windsor Waterworks May 2008 - August 2012
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science, Finance, Entrepreneurship & Corporate Innovation
Tigress Financial Partners June 2015 - Present
Students' United Visions March 2013 - Present
Knall-Cohen Investment Fund September 2014 - February 2015
Citi January 2014 - July 2014
X202 Honors Technology September 2013 - December 2013
Kelley Academic Coach January 2013 - May 2013
Deloitte Leadership Conference October 2011 - October 2011
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD May 2011 - July 2011
Skills
Microsoft Excel, Access, Accounting, Valuation, Data Analysis, Analytical Skills, Analysis, Leadership, Management, Finance, Banking, Statistics
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (BS), Accounting and Finance, 3.94/4.00
Dalian Yuming Senior High School 2008 — 2011