Ocean Park Advisors
Industry: Company
DescriptionFounded: 2004
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Ocean Park Advisors Employees
Ocean Park Advisors January 2015 - June 2015
Takenaka Partners LLC May 2014 - August 2014
Prosser Stevens Real Estate Investments March 2014 - May 2014
Zolio Inc March 2014 - May 2014
Cornerstone Research March 2014 - March 2014
Skills
PowerPoint, Leadership, Microsoft Excel, Microsoft Office, Investment Banking, Financial Analysis, Stata, Financial Accounting, Financial Modeling, Market Research, Business Valuation, Capital IQ, Equity Research Analysis, Preparing Pitchbooks, Due Diligence, Investments, Customer Service, Finance
Education
University of Southern California 2012 — 2016
Bachelors of Science, Business Administration, Finance and Valuation
Advanced Technologies Academy 2008 — 2012
Advanced Honors Diploma, Business and Finance, 4.7/4.8
JLL January 2015 - Present
Bailes & Associates, Inc. May 2014 - January 2015
RushOrder December 2013 - May 2014
Santa Cruz Warriors November 2013 - 2014
Ocean Park Advisors April 2011 - December 2011
The Oxford Group of Raymond James & Associates February 2006 - April 2009
Skills
Valuation, Mergers, Investment Banking, Corporate Finance, Accounting, Finance, Analysis, Risk Management, Market Research, Bloomberg, Financial Analysis, Microsoft Excel, Portfolio Management, Financial Modeling, Management, Venture Capital, Derivatives, Strategic Financial..., Capital Markets, Renewable Energy, Investments, Mergers & Acquisitions, Marketing
Education
University of Arizona, Eller College of Management 2009 — 2010
MS, Finance
University of Arizona 2005 — 2009
BA, Economics
Deutsche Bank June 2015 - September 2015
Ocean Park Advisors January 2015 - May 2015
ARSEM June 2014 - August 2014
Goldman Sachs Discover Camp May 2014 - May 2014
AfriPeace Development Foundation June 2011 - May 2014
Skills
International Relations, Research, Leadership, Economics, Public Speaking, NGOs, Nonprofits, Qualitative Research, International..., Spanish, Intercultural..., Fundraising, Community Development, InDesign, Figure Skating, Roller Skating, Strategic Communications
Education
University of Southern California 2013 — 2017
Bachelor of Science (B.S.) and Bachelor of Arts (B.A.), Business Administration and International Relations
The American University of Paris 2014 — 2014
Comparative Public Policy: Business in the Modern European Union
Pleasant Valley Senior High School
International Baccalaureate Diploma Student
Oak Coast Properties January 2015 - Present
Ocean Park Advisors April 2012 - November 2014
Cappello Capital Corp. April 2011 - March 2012
University of California, Berkeley December 2008 - December 2010
Merrill Lynch June 2010 - August 2010
Skills
Mergers & Acquisitions, Financial Modeling, Financial Analysis, Investment Banking, Valuation, Capital IQ, Leadership, Banking, Risk Management, Financial Advisory, Competitive Analysis, SAS, Financial Services, Leveraged Finance, Emerging Markets
Education
University of California, Berkeley 2007 — 2010
BA, Economics
Hendrick Hudson High School 2005 — 2007
High School
Woodbridge High School 2004 — 2005
Neosho High School 2003 — 2004
Greenhill & Co. June 2014 - Present
Greenhill & Co. June 2013 - August 2013
Ocean Park Advisors May 2012 - August 2012
Vocap Ventures March 2011 - December 2011
BridesView June 2011 - September 2011
Education
University of Pennsylvania 2010 — 2014
B.S.E., Computer Science
University of Pennsylvania - The Wharton School 2010 — 2014
B.S., Economics
Phillips Academy 2007 — 2010
Ocean Park Advisors June 2015 - Present
Wilshire Associates April 2014 - June 2015
CapTarget, LLC February 2014 - March 2014
Delta Sigma Pi - Omicron Sigma Chapter December 2012 - June 2013
Reality Shares, Inc. 2013 - 2013
Skills
Microsoft Excel, Financial Accounting, Microsoft Office, PowerPoint, Customer Service, Financial Analysis, Investments, QuickBooks, Finance, Financial Modeling, Microsoft Word
Education
UCSD 2011 — 2013
Bachelor of Arts (B.A.), Economics, 3.81
Mt. San Antonio College 2009 — 2011
Diocesan Boys' School 2003 — 2008
Banco Palmas Microfinance Institution September 2013 - Present
Student Federal Credit Union at the University of Pennsylvania September 2014 - Present
The Wharton School August 2013 - Present
Ocean Park Advisors May 2015 - August 2015
Gridless Power May 2014 - August 2014
University of Pennsylvania September 2013 - August 2014
Atlas Tutors June 2012 - May 2013
Kumon May 2011 - August 2011
Skills
Stata, Research, French, Microsoft Office, Statistics, Microsoft Word, Data Analysis, Matlab, Microsoft Excel, PowerPoint, Teaching
Education
University of Pennsylvania 2013 — 2017
Jerome Fisher Dual Degree Program in Management and Technology, Bioengineering (SEAS), Finance (Wharton)
Illinois Math and Science Academy 2010 — 2013
High School
Recovery Technology Solutions December 2011 - Present
Ocean Park Advisors February 2011 - August 2011
Green Plains Renewable Energy October 2010 - January 2011
Global Ethanol July 2007 - October 2010
Jefferson Wells International (now known as Experis) September 2005 - June 2007
Piper Jaffray Companies August 2002 - September 2005
Weisman Enterprises, Inc January 2000 - January 2002
Premier Banks January 1996 - January 2000
Skills
New Business Development, Financial Analysis, Financial Planning, Venture Financing, Renewable Energy, Corporate Development, Strategic Financial..., Entrepreneurship, Strategic Planning, Contract Negotiation, Financial Modeling, Analysis, Strategy, Accounting, Process Improvement, Due Diligence, Forecasting, Managerial Finance, Business Development, Financial Reporting, Finance, Management, Sales, Mergers & Acquisitions, Energy, Start-ups
Education
University of St. Thomas - Opus College of Business 2001 — 2004
MBA, Finance
The University of North Dakota 1992 — 1997
BBA, Financial Management, Economics
Ocean Park Advisors October 2006 - Present
Education
Nazareth College 1972 — 1976
Ocean Park Advisors January 2006 - Present
Education
Nazareth College 1972 — 1976
Ocean Park Advisors June 2011 - Present
Fillman Insurance January 1992 - Present
Nova Biosource Fuels March 2008 - March 2009
Illinois River Energy January 2001 - January 2004
AMT Associates January 1978 - January 2002
Skills
Financial Management, Financial Planning, Budgeting, SOX, Risk Management, Insurance, Contract Management, Year End Accounts, Scheduling, Materials Management, Compliance, Sarbanes-Oxley Act, Managerial Finance, Budgets, Strategic Financial..., Start-ups, Accounting, Mergers & Acquisitions, Finance, Internal Audit, Management, Process Scheduler, Project Management, Contract Negotiation, Strategic Planning
Education
CU
post grad, business law and accounting
University of Illinois at Urbana-Champaign
BS, Ag. Economics