Roland George Investments Program
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Roland George Investments Program Employees
Employee
Years
Job
Industry
Anna Leonenko Anna Leonenko's Roland George Investments Program Experience September 2007 - May 2008
Job Member of the State Bar of California
Industry Law Practice
Experience
Agricultural Law Resource and Reference Center 2012 - 2013
Rural Economic Development Clinic January 2012 - May 2012
Penn State University, Dickinson School of Law May 2010 - May 2012
Pennsylvania Department of Environmental Protection, Office of Regulatory Counsel June 2011 - August 2011
MidPenn Legal Services 2010 - 2011
Roland George Investments Program September 2007 - May 2008
Burgess Chambers & Associates May 2007 - August 2007
Education
Pennsylvania State University, The Dickinson School of Law 2009 — 2012
Juris Doctor (J.D.)
Stetson University 2004 — 2008
Bachelor of Business Administration in Finance (B.B.A.)
Agricultural Law Resource and Reference Center 2012 - 2013
Rural Economic Development Clinic January 2012 - May 2012
Penn State University, Dickinson School of Law May 2010 - May 2012
Pennsylvania Department of Environmental Protection, Office of Regulatory Counsel June 2011 - August 2011
MidPenn Legal Services 2010 - 2011
Roland George Investments Program September 2007 - May 2008
Burgess Chambers & Associates May 2007 - August 2007
Education
Pennsylvania State University, The Dickinson School of Law 2009 — 2012
Juris Doctor (J.D.)
Stetson University 2004 — 2008
Bachelor of Business Administration in Finance (B.B.A.)
Travis Workman Travis Workman's Roland George Investments Program Experience August 2013 - May 2014
Job Equity Sector Specialist at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc. October 2014 - Present
KCM Asset Management February 2014 - May 2014
Roland George Investments Program August 2013 - May 2014
Roland George Investments Program, Stetson University June 2013 - January 2014
The Grotto May 2011 - August 2012
Epic Theaters August 2008 - August 2010
Skills
Risk Management, Risk Assessment, Bloomberg, Asset Management, Equity Research, Equities, Investments, Analysis, Financial Risk, Portfolio Management, Morningstar Direct, SASS, Information Security, Information Security..., Security, Bloomberg Terminal, Hedge Funds, Finance, PowerPoint, Microsoft Excel
Education
Stetson University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Raymond James Financial Inc. October 2014 - Present
KCM Asset Management February 2014 - May 2014
Roland George Investments Program August 2013 - May 2014
Roland George Investments Program, Stetson University June 2013 - January 2014
The Grotto May 2011 - August 2012
Epic Theaters August 2008 - August 2010
Skills
Risk Management, Risk Assessment, Bloomberg, Asset Management, Equity Research, Equities, Investments, Analysis, Financial Risk, Portfolio Management, Morningstar Direct, SASS, Information Security, Information Security..., Security, Bloomberg Terminal, Hedge Funds, Finance, PowerPoint, Microsoft Excel
Education
Stetson University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Kaisi Hartwick's Roland George Investments Program Experience August 2012 - May 2013
Job Financial & IT Analyst at Brown & Brown
Industry Financial Services
Experience
Brown & Brown June 2013 - Present
Roland George Investments Program August 2012 - May 2013
Stetson Women's Soccer Team August 2009 - May 2013
Girl Scounts of America June 2012 - August 2012
Global Law Brigades May 2012 - June 2012
Skills
Equity Valuation, Bloomberg Terminal, Proficient in Baseline,..., Bloomberg Certified..., Professional use of..., Equity Research, Bonds, Valuation, Financial Analysis, Bloomberg, Customer Service, Finance, Management, Equities, Portfolio Management
Education
Stetson University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, Senior
Brown & Brown June 2013 - Present
Roland George Investments Program August 2012 - May 2013
Stetson Women's Soccer Team August 2009 - May 2013
Girl Scounts of America June 2012 - August 2012
Global Law Brigades May 2012 - June 2012
Skills
Equity Valuation, Bloomberg Terminal, Proficient in Baseline,..., Bloomberg Certified..., Professional use of..., Equity Research, Bonds, Valuation, Financial Analysis, Bloomberg, Customer Service, Finance, Management, Equities, Portfolio Management
Education
Stetson University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, Senior
Filip Vurdelja Filip Vurdelja's Roland George Investments Program Experience August 2010 - May 2011
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock November 2013 - Present
Simon Growth Markets Club September 2012 - May 2013
Helios Group July 2011 - August 2012
KCM Asset Management January 2011 - May 2011
Roland George Investments Program August 2010 - May 2011
Societe Generale June 2010 - June 2010
Skills
Bloomberg, Investments, Equities, Asset Managment, Fixed Income, Financial Analysis, Portfolio Management, Data Analysis, Valuation, Financial Modeling, PowerPoint, Microsoft Excel, Research, Economics, Equity Research, Portfolio Performance..., Strategy, Hedge Funds, Leadership, Teamwork, Corporate Finance, Finance, Asset Management, Financial Accounting, Analysis, Managerial Finance, Emerging Markets, Risk Management, Financial Risk, International Finance, Strategic Financial..., Banking, Accounting, Management, Bloomberg Terminal, Financial Services, Private Equity, Strategic Partnerships, Business Development, Process Improvement, Equity Valuation, Budgets, Derivatives, Auditing, Investment Banking, Mergers & Acquisitions, Financial Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master of Science (M.Sc.), Finance
Stetson University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, 3.84
Hong Kong Baptist University 2009 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Montverde Academy 2005 — 2007
High School Diploma
BlackRock November 2013 - Present
Simon Growth Markets Club September 2012 - May 2013
Helios Group July 2011 - August 2012
KCM Asset Management January 2011 - May 2011
Roland George Investments Program August 2010 - May 2011
Societe Generale June 2010 - June 2010
Skills
Bloomberg, Investments, Equities, Asset Managment, Fixed Income, Financial Analysis, Portfolio Management, Data Analysis, Valuation, Financial Modeling, PowerPoint, Microsoft Excel, Research, Economics, Equity Research, Portfolio Performance..., Strategy, Hedge Funds, Leadership, Teamwork, Corporate Finance, Finance, Asset Management, Financial Accounting, Analysis, Managerial Finance, Emerging Markets, Risk Management, Financial Risk, International Finance, Strategic Financial..., Banking, Accounting, Management, Bloomberg Terminal, Financial Services, Private Equity, Strategic Partnerships, Business Development, Process Improvement, Equity Valuation, Budgets, Derivatives, Auditing, Investment Banking, Mergers & Acquisitions, Financial Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master of Science (M.Sc.), Finance
Stetson University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, 3.84
Hong Kong Baptist University 2009 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Montverde Academy 2005 — 2007
High School Diploma
Hans Adrian Riseng's Roland George Investments Program Experience August 2013 - January 2014
Job Trader at Fondsfinans
Industry Financial Services
Experience
Fondsfinans September 2014 - Present
Roland George Investments Program August 2013 - January 2014
DLA Piper June 2012 - June 2012
Skills
Microsoft Excel, Teamwork, Microsoft Office, Financial Analysis, Research, Public Speaking, Bloomberg Terminal, Morningstar Direct, Analysis, Economics, Management, Portfolio Management
Education
Stetson University 2010 — 2014
Bachelor's degree, Finance
Fondsfinans September 2014 - Present
Roland George Investments Program August 2013 - January 2014
DLA Piper June 2012 - June 2012
Skills
Microsoft Excel, Teamwork, Microsoft Office, Financial Analysis, Research, Public Speaking, Bloomberg Terminal, Morningstar Direct, Analysis, Economics, Management, Portfolio Management
Education
Stetson University 2010 — 2014
Bachelor's degree, Finance
Mark Wichrowski's Roland George Investments Program Experience August 2012 - May 2013
Job Client Associate at Invesco Ltd.
Industry
Experience
Invesco Ltd. March 2015 - Present
Cramer & Rauchegger Inc. September 2013 - March 2015
Roland George Investments Program August 2012 - May 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Bloomberg Terminal, Morningstar, Stock Research, Event Management
Education
Stetson University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Florida State University - College of Business 2009 — 2010
Finance, General
Bishop Moore high school
Invesco Ltd. March 2015 - Present
Cramer & Rauchegger Inc. September 2013 - March 2015
Roland George Investments Program August 2012 - May 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Bloomberg Terminal, Morningstar, Stock Research, Event Management
Education
Stetson University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Florida State University - College of Business 2009 — 2010
Finance, General
Bishop Moore high school
Robert Reinbold's Roland George Investments Program Experience August 2013 - May 2014
Job Finance Professional Intern
Industry Media Production
Experience
Walt Disney World June 2015 - Present
Northwestern Mutual May 2014 - September 2014
Roland George Investments Program August 2013 - May 2014
Raymond James Financial Inc. June 2012 - August 2012
Skills
Time Management, Equity Valuation, Bloomberg Terminal, Morningstar Direct, Microsoft Excel, Research, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, SPSS, Customer Service, Analysis, Financial Analysis, Pro Forma Development, Teamwork, Critical Thinking, Leadership, Fundraising, Team Leadership, Finance, Investments, Business Analysis, SAP, Entrepreneurship, Financial Modeling, Equity Research, Management, Budgets, Valuation, Data Analysis, Microsoft Project, Visio, XLMiner
Education
Stetson University 2011 — 2015
Bachelor's Degree, Finance and Business Systems Analysis, 3.86
Seacrest High School 2007 — 2011
High School
Walt Disney World June 2015 - Present
Northwestern Mutual May 2014 - September 2014
Roland George Investments Program August 2013 - May 2014
Raymond James Financial Inc. June 2012 - August 2012
Skills
Time Management, Equity Valuation, Bloomberg Terminal, Morningstar Direct, Microsoft Excel, Research, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, SPSS, Customer Service, Analysis, Financial Analysis, Pro Forma Development, Teamwork, Critical Thinking, Leadership, Fundraising, Team Leadership, Finance, Investments, Business Analysis, SAP, Entrepreneurship, Financial Modeling, Equity Research, Management, Budgets, Valuation, Data Analysis, Microsoft Project, Visio, XLMiner
Education
Stetson University 2011 — 2015
Bachelor's Degree, Finance and Business Systems Analysis, 3.86
Seacrest High School 2007 — 2011
High School
Jillian Masucci's Roland George Investments Program Experience August 2011 - May 2012
Job Senior Associate Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company September 2015 - Present
Bain & Company August 2013 - August 2015
Siemens Energy January 2012 - July 2012
Roland George Investments Program August 2011 - May 2012
Stetson University August 2009 - December 2011
Siemens Energy May 2011 - August 2011
Countrywide Home Loans June 2007 - August 2007
Skills
Microsoft Excel, Financial Analysis, Bloomberg Terminal, PowerPoint, Financial Modeling, Research, Data Analysis, Microsoft Word, Valuation, Analysis, Equity Research, Consulting, Management Consulting, Strategic Consulting, Mergers & Acquisitions, Business Strategy, Time Management, Corporate Finance, Market Research, Business Analysis, Investments, Economics, Equities, Asset Management, Team Leadership, Financial Services, Bloomberg, Internal Audit, Due Diligence, Strategic Financial..., Management, Strategy, Quantitative Analytics, Leadership, Entrepreneurship, Private Equity, Strategic Planning, Business Valuation, Equity Valuation, Forecasting, Capital IQ, Budgets, Risk Management
Education
Washington University in St. Louis - Olin Business School 2012 — 2013
Master of Science in Finance, Finance, Graduate
Stetson University 2008 — 2012
BBA, Finance, Economics, Undergraduate
Bain & Company September 2015 - Present
Bain & Company August 2013 - August 2015
Siemens Energy January 2012 - July 2012
Roland George Investments Program August 2011 - May 2012
Stetson University August 2009 - December 2011
Siemens Energy May 2011 - August 2011
Countrywide Home Loans June 2007 - August 2007
Skills
Microsoft Excel, Financial Analysis, Bloomberg Terminal, PowerPoint, Financial Modeling, Research, Data Analysis, Microsoft Word, Valuation, Analysis, Equity Research, Consulting, Management Consulting, Strategic Consulting, Mergers & Acquisitions, Business Strategy, Time Management, Corporate Finance, Market Research, Business Analysis, Investments, Economics, Equities, Asset Management, Team Leadership, Financial Services, Bloomberg, Internal Audit, Due Diligence, Strategic Financial..., Management, Strategy, Quantitative Analytics, Leadership, Entrepreneurship, Private Equity, Strategic Planning, Business Valuation, Equity Valuation, Forecasting, Capital IQ, Budgets, Risk Management
Education
Washington University in St. Louis - Olin Business School 2012 — 2013
Master of Science in Finance, Finance, Graduate
Stetson University 2008 — 2012
BBA, Finance, Economics, Undergraduate
Timothy J. Ali Timothy J. Ali's Roland George Investments Program Experience May 2011 - December 2012
Job Internal Auditor, Adventist Health System
Industry Accounting
Experience
Adventist Health System July 2015 - Present
PwC August 2014 - June 2015
Jupiter Legal Advocates January 2013 - June 2013
Roland George Investments Program May 2011 - December 2012
Jupiter Legal Advocates May 2011 - August 2011
Jupiter Legal Advocates May 2010 - August 2011
Stetson Study Abroad Program May 2010 - August 2010
Skills
Trials, Legal Documents, Pleadings, Depositions, Filing, Bloomberg Terminal, Bloomberg, Equity Valuation, Equity Research, Financial Analysis, Valuation, Access, Investments, Accounting
Education
University of Miami 2013 — 2014
Master of Accounting, Corporate Accounting, Graduate
Stetson University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Stetson University 2008 — 2012
Bachelor, Business Administration; Finance
Stetson University 2008 — 2012
Bachelor of Business Administration, Finance and Accounting
Adventist Health System July 2015 - Present
PwC August 2014 - June 2015
Jupiter Legal Advocates January 2013 - June 2013
Roland George Investments Program May 2011 - December 2012
Jupiter Legal Advocates May 2011 - August 2011
Jupiter Legal Advocates May 2010 - August 2011
Stetson Study Abroad Program May 2010 - August 2010
Skills
Trials, Legal Documents, Pleadings, Depositions, Filing, Bloomberg Terminal, Bloomberg, Equity Valuation, Equity Research, Financial Analysis, Valuation, Access, Investments, Accounting
Education
University of Miami 2013 — 2014
Master of Accounting, Corporate Accounting, Graduate
Stetson University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Stetson University 2008 — 2012
Bachelor, Business Administration; Finance
Stetson University 2008 — 2012
Bachelor of Business Administration, Finance and Accounting
Charles Wagenseil's Roland George Investments Program Experience August 2010 - May 2011
Job 1LT, US Army; MBA
Industry Military
Experience
US Army January 2015 - Present
US Army May 2013 - January 2015
Roland George Investments Program August 2010 - May 2011
Proxy Aviation Systems June 2010 - July 2010
S/V Cutthroat June 2009 - August 2009
Kforce Professional Staffing May 2008 - August 2008
Skills
Microsoft Excel, Leadership, Financial Analysis, Analysis, Marketing, Budgets, Microsoft Office, Investments, Teamwork, Accounting, Finance, Blogging, Data Analysis, Proposal Writing, Research, Management
Education
University of Tampa - John H. Sykes College of Business 2011 — 2013
MBA
Stetson University 2007 — 2011
Bachelor of Business Administration, Finance
Lemon Bay High
US Army January 2015 - Present
US Army May 2013 - January 2015
Roland George Investments Program August 2010 - May 2011
Proxy Aviation Systems June 2010 - July 2010
S/V Cutthroat June 2009 - August 2009
Kforce Professional Staffing May 2008 - August 2008
Skills
Microsoft Excel, Leadership, Financial Analysis, Analysis, Marketing, Budgets, Microsoft Office, Investments, Teamwork, Accounting, Finance, Blogging, Data Analysis, Proposal Writing, Research, Management
Education
University of Tampa - John H. Sykes College of Business 2011 — 2013
MBA
Stetson University 2007 — 2011
Bachelor of Business Administration, Finance
Lemon Bay High
Garrett Spellacy's Roland George Investments Program Experience August 2012 - May 2013
Job Recent Graduate
Industry Financial Services
Experience
United States Air Force May 2015 - Present
United States Air Force October 2014 - Present
KCM Asset Management, Inc. August 2012 - June 2013
Roland George Investments Program August 2012 - May 2013
Clay Pigeons Pottery Shop June 2012 - September 2012
Stetson University September 2009 - October 2011
Florida Credit Union August 2008 - May 2009
Florida Credit Union August 2007 - May 2008
Skills
Bloomberg, Microsoft Office, SAS, Baseline, Morningstar, Telemat, Telechart, Business Process, Business, Financial Modeling, Higher Education, Leadership, Management, Finance, Portfolio Management, Time Management, Public Speaking
Education
Stetson University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
United States Air Force May 2015 - Present
United States Air Force October 2014 - Present
KCM Asset Management, Inc. August 2012 - June 2013
Roland George Investments Program August 2012 - May 2013
Clay Pigeons Pottery Shop June 2012 - September 2012
Stetson University September 2009 - October 2011
Florida Credit Union August 2008 - May 2009
Florida Credit Union August 2007 - May 2008
Skills
Bloomberg, Microsoft Office, SAS, Baseline, Morningstar, Telemat, Telechart, Business Process, Business, Financial Modeling, Higher Education, Leadership, Management, Finance, Portfolio Management, Time Management, Public Speaking
Education
Stetson University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
Bonnie Harper Bonnie Harper's Roland George Investments Program Experience August 2013 - May 2014
Job Equity Sector Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2014 - Present
Roland George Investments Program August 2013 - May 2014
Pershing, a BNY Mellon company June 2013 - August 2013
Stetson University August 2012 - May 2013
West Volusia Wealth Management Group, P.A. June 2011 - September 2011
Skills
Analysis, Time Management, Finance, Customer Service, Teamwork, Microsoft Office, Social Media, Coaching, Public Speaking, Facebook, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Research, Marketing, Event Management, Accounting, Project Planning, Process Scheduler, Business Analysis, Access, Bloomberg Terminal, Morningstar, Financial Analysis, Budgets
Education
Stetson University 2011 — 2014
Bachelor of Business Administration, Finance, Psychology
University of Innsbruck 2012 — 2012
Finance
University of Florida 2010 — 2011
Bachelor of Business Administration, Finance
Deland High School 2006 — 2010
High School Diploma, International Baccalaureate
Raymond James Financial Inc. May 2014 - Present
Roland George Investments Program August 2013 - May 2014
Pershing, a BNY Mellon company June 2013 - August 2013
Stetson University August 2012 - May 2013
West Volusia Wealth Management Group, P.A. June 2011 - September 2011
Skills
Analysis, Time Management, Finance, Customer Service, Teamwork, Microsoft Office, Social Media, Coaching, Public Speaking, Facebook, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Research, Marketing, Event Management, Accounting, Project Planning, Process Scheduler, Business Analysis, Access, Bloomberg Terminal, Morningstar, Financial Analysis, Budgets
Education
Stetson University 2011 — 2014
Bachelor of Business Administration, Finance, Psychology
University of Innsbruck 2012 — 2012
Finance
University of Florida 2010 — 2011
Bachelor of Business Administration, Finance
Deland High School 2006 — 2010
High School Diploma, International Baccalaureate
Tucker Donahue's Roland George Investments Program Experience August 2011 - June 2012
Job Investment Analyst at GFG Capital
Industry Financial Services
Experience
GFG Capital August 2014 - Present
Toronto Blue Jays June 2012 - May 2014
ZPR Investment Management November 2013 - March 2014
KCM Asset Management January 2012 - June 2012
Roland George Investments Program August 2011 - June 2012
Stetson University 2008 - 2012
Stetson University 2008 - 2012
Skills
Fastballs, Asset Management, Investments, Finance, Bloomberg, Microsoft Excel, Passionate about work, Challenge Driven, Public Speaking, Hedge Funds, Sports Management, Success Driven, Fast Learner
Education
Stetson University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 3.2
GFG Capital August 2014 - Present
Toronto Blue Jays June 2012 - May 2014
ZPR Investment Management November 2013 - March 2014
KCM Asset Management January 2012 - June 2012
Roland George Investments Program August 2011 - June 2012
Stetson University 2008 - 2012
Stetson University 2008 - 2012
Skills
Fastballs, Asset Management, Investments, Finance, Bloomberg, Microsoft Excel, Passionate about work, Challenge Driven, Public Speaking, Hedge Funds, Sports Management, Success Driven, Fast Learner
Education
Stetson University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 3.2
Danielle Hurme's Roland George Investments Program Experience July 2015 - Present
Job Senior D1 StudentAthlete looking for a position in the Sports or Financial Industry
Industry Sports
Experience
Roland George Investments Program July 2015 - Present
NCAA Student Athlete August 2012 - Present
CapTrust Advisors, LLC May 2015 - July 2015
Fashion Blogger for Decoratively Dani April 2014 - June 2015
Richard S. Bernstein & Company May 2014 - August 2014
Walt Before Mickey February 2014 - February 2014
Buffalo Wild Wings May 2013 - August 2013
Cold Stone Creamery June 2010 - July 2013
Skills
Cashiering, Athletics, Microsoft Excel, Sports, Food Service, Cash Register, Food Preparation, Soccer, Entertainment, Retail, Entrepreneurship, Customer Service, Event Planning
Education
Stetson University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Senior
Roland George Investments Program July 2015 - Present
NCAA Student Athlete August 2012 - Present
CapTrust Advisors, LLC May 2015 - July 2015
Fashion Blogger for Decoratively Dani April 2014 - June 2015
Richard S. Bernstein & Company May 2014 - August 2014
Walt Before Mickey February 2014 - February 2014
Buffalo Wild Wings May 2013 - August 2013
Cold Stone Creamery June 2010 - July 2013
Skills
Cashiering, Athletics, Microsoft Excel, Sports, Food Service, Cash Register, Food Preparation, Soccer, Entertainment, Retail, Entrepreneurship, Customer Service, Event Planning
Education
Stetson University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Senior
Christian Roeder Christian Roeder's Roland George Investments Program Experience August 2013 - April 2014
Job Wholesale Credit Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Jackson May 2014 - July 2014
Roland George Investments Program August 2013 - April 2014
HFF June 2012 - July 2013
Skills
Financial Analysis, Microsoft Excel, Finance, Microsoft Office, Microsoft Word, Accounting, Analysis, Teamwork, Data Analysis, Leadership, Valuation, Time Management, Financial Accounting, Banking, Financial Reporting, Sales, Marketing, Commercial Real Estate
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master's Degree, Finance
Stetson University 2010 — 2014
Bachelor's degree, Finance, General
Wells Fargo June 2015 - Present
Jackson May 2014 - July 2014
Roland George Investments Program August 2013 - April 2014
HFF June 2012 - July 2013
Skills
Financial Analysis, Microsoft Excel, Finance, Microsoft Office, Microsoft Word, Accounting, Analysis, Teamwork, Data Analysis, Leadership, Valuation, Time Management, Financial Accounting, Banking, Financial Reporting, Sales, Marketing, Commercial Real Estate
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master's Degree, Finance
Stetson University 2010 — 2014
Bachelor's degree, Finance, General
Jeremiah Riddle Jeremiah Riddle's Roland George Investments Program Experience August 2014 - December 2014
Job M.S. Candidate in Analytics at the Institute for Advanced Analytics at North Carolina State University
Industry Financial Services
Experience
Stetson University January 2015 - May 2015
Stetson University January 2015 - May 2015
Freelance Musical Director/Conductor August 2012 - May 2015
Stetson University August 2010 - May 2015
Roland George Investments Program August 2014 - December 2014
Family Estate Advisors June 2014 - July 2014
Stetson University August 2010 - August 2011
Education
North Carolina State University 2015 — 2016
Master of Science (M.S.), Analytics
Stetson University 2010 — 2015
Bachelor of Music, Outside Field-Business, Minors in Finance and Applied Statistics, Magna cum Laude
Stetson University January 2015 - May 2015
Stetson University January 2015 - May 2015
Freelance Musical Director/Conductor August 2012 - May 2015
Stetson University August 2010 - May 2015
Roland George Investments Program August 2014 - December 2014
Family Estate Advisors June 2014 - July 2014
Stetson University August 2010 - August 2011
Education
North Carolina State University 2015 — 2016
Master of Science (M.S.), Analytics
Stetson University 2010 — 2015
Bachelor of Music, Outside Field-Business, Minors in Finance and Applied Statistics, Magna cum Laude
Kiara Urena's Roland George Investments Program Experience August 2014 - May 2015
Job Associate Research Analyst at CapTrust Advisors, LLC
Industry Investment Banking
Experience
CapTrust Advisors, LLC May 2015 - Present
KCM Asset Management, Inc. May 2014 - Present
Roland George Investments Program August 2014 - May 2015
Stetson University May 2014 - May 2015
Stetson University May 2014 - May 2015
Stetson University August 2013 - May 2015
Alpha Kappa Psi February 2014 - May 2014
Just Learning Corp May 2007 - May 2013
NBCUniversal, Inc. May 2012 - August 2012
Coach May 2011 - August 2011
Skills
Portfolio Management, Quantitative Research, SAS Visual Analytics, Bloomberg Software, Reuters 3000, Microsoft Office, Public Speaking, Microsoft Excel, Customer Service, SAS, Microsoft SQL Server, Leadership, Event Planning, SAP Lumira, Budgets, Outlook, PowerPoint, Research, English, HTML, Social Media, Scheduling, Analysis, Social Networking
Education
Stetson University 2011 — 2015
Bachelor’s Degree, Finance
CapTrust Advisors, LLC May 2015 - Present
KCM Asset Management, Inc. May 2014 - Present
Roland George Investments Program August 2014 - May 2015
Stetson University May 2014 - May 2015
Stetson University May 2014 - May 2015
Stetson University August 2013 - May 2015
Alpha Kappa Psi February 2014 - May 2014
Just Learning Corp May 2007 - May 2013
NBCUniversal, Inc. May 2012 - August 2012
Coach May 2011 - August 2011
Skills
Portfolio Management, Quantitative Research, SAS Visual Analytics, Bloomberg Software, Reuters 3000, Microsoft Office, Public Speaking, Microsoft Excel, Customer Service, SAS, Microsoft SQL Server, Leadership, Event Planning, SAP Lumira, Budgets, Outlook, PowerPoint, Research, English, HTML, Social Media, Scheduling, Analysis, Social Networking
Education
Stetson University 2011 — 2015
Bachelor’s Degree, Finance
Kevin Drake's Roland George Investments Program Experience August 2010 - May 2011
Job Sr. Financial Analyst at Enel Green Power
Industry Financial Services
Experience
Enel Green Power North America, Inc. August 2014 - Present
NCR Corporation January 2014 - August 2014
NCR Corporation July 2013 - January 2014
NCR Corporation March 2012 - July 2013
NCR Corporation July 2011 - March 2012
KCM Asset Management September 2010 - May 2011
Roland George Investments Program August 2010 - May 2011
Skills
Treasury Management, Equities, Cash Management, Microsoft Office, Strategic Financial..., Finance, Microsoft Excel, Banking, Bloomberg Terminal, Treasury, CitiDirect, Process Improvement, FX Hedging, Strategic Thinking, Business Communications, Multicultural, Hyperion HFM, Hyperion Enterprise, AssureNet, Essbase, Data Cubes, Financial Reporting, Ad-hoc, Budgets, Strategic Planning, Strategy, Analysis, PowerPoint, Financial Analysis, SAP, SAP BW, Operational Excellence, Financial Modeling, MS Excel Pivot Tables
Education
Stetson University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Enel Green Power North America, Inc. August 2014 - Present
NCR Corporation January 2014 - August 2014
NCR Corporation July 2013 - January 2014
NCR Corporation March 2012 - July 2013
NCR Corporation July 2011 - March 2012
KCM Asset Management September 2010 - May 2011
Roland George Investments Program August 2010 - May 2011
Skills
Treasury Management, Equities, Cash Management, Microsoft Office, Strategic Financial..., Finance, Microsoft Excel, Banking, Bloomberg Terminal, Treasury, CitiDirect, Process Improvement, FX Hedging, Strategic Thinking, Business Communications, Multicultural, Hyperion HFM, Hyperion Enterprise, AssureNet, Essbase, Data Cubes, Financial Reporting, Ad-hoc, Budgets, Strategic Planning, Strategy, Analysis, PowerPoint, Financial Analysis, SAP, SAP BW, Operational Excellence, Financial Modeling, MS Excel Pivot Tables
Education
Stetson University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Greg Rizzo's Roland George Investments Program Experience August 2010 - May 2011
Job Manager, Portfolio Management
Industry Renewables & Environment
Experience
Enel Green Power North America, Inc. July 2015 - Present
Enel Green Power North America February 2014 - July 2015
Enel Green Power North America October 2012 - February 2014
Darling Consulting Group September 2011 - August 2012
Roland George Investments Program August 2010 - May 2011
Snapt Inc. September 2009 - December 2009
Skills
Portfolio Management, Commodity, Investments, Marketing, Fixed Income, Analysis
Education
Stetson University 2007 — 2011
Finance, Finance, Sports Management, Accounting
Enel Green Power North America, Inc. July 2015 - Present
Enel Green Power North America February 2014 - July 2015
Enel Green Power North America October 2012 - February 2014
Darling Consulting Group September 2011 - August 2012
Roland George Investments Program August 2010 - May 2011
Snapt Inc. September 2009 - December 2009
Skills
Portfolio Management, Commodity, Investments, Marketing, Fixed Income, Analysis
Education
Stetson University 2007 — 2011
Finance, Finance, Sports Management, Accounting
Sammi Smith's Roland George Investments Program Experience August 2013 - May 2014
Job Exception Processing Associate at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company December 2014 - Present
Roland George Investments Program August 2013 - May 2014
Stetson University January 2012 - May 2014
Stetson University August 2011 - May 2014
Skills
Leadership, Bloomberg Terminal, Data Analysis, Bloomberg, Statistics, SPSS, Access, Research, Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling
Education
Stetson University 2010 — 2014
BS, Mathematics; Finance
Pershing, a BNY Mellon company December 2014 - Present
Roland George Investments Program August 2013 - May 2014
Stetson University January 2012 - May 2014
Stetson University August 2011 - May 2014
Skills
Leadership, Bloomberg Terminal, Data Analysis, Bloomberg, Statistics, SPSS, Access, Research, Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling
Education
Stetson University 2010 — 2014
BS, Mathematics; Finance
Adam Tindle, CFA's Roland George Investments Program Experience 2006 - 2007
Job Equity Research Associate at Raymond James
Industry Investment Management
Experience
Raymond James 2014 - Present
Charles Schwab 2011 - 2014
Charles Schwab 2007 - 2011
KCM Asset Management 2006 - 2007
Roland George Investments Program 2006 - 2007
Education
Stetson University 2003 — 2007
BBA, Finance, Cum Laude
Raymond James 2014 - Present
Charles Schwab 2011 - 2014
Charles Schwab 2007 - 2011
KCM Asset Management 2006 - 2007
Roland George Investments Program 2006 - 2007
Education
Stetson University 2003 — 2007
BBA, Finance, Cum Laude
Brian Tolin's Roland George Investments Program Experience August 2010 - May 2011
Job Portfolio Analyst at Raymond James Trust NA
Industry Financial Services
Experience
Raymond James Trust January 2015 - Present
Raymond James Trust NA June 2012 - Present
Fidelity Investments June 2011 - June 2012
D'Fontana's December 2009 - June 2011
Roland George Investments Program August 2010 - May 2011
Wave Direct, Inc. May 2010 - July 2010
Magnolia Point Golf & Country Club June 2005 - July 2008
Skills
Bloomberg, Equities, Fixed Income, Commodity, Foreign Exchange, Series 7, Investments, Mutual Funds, Uniform Combined State..., Portfolio Management, Financial Analysis, Asset Allocation, Financial Services, Bonds, Retirement, Trading, Series 63, Securities, Financial Advisory, Microsoft Excel, Finance, Microsoft Office, Analysis, Marketing, Wealth Management, Options
Education
Stetson University 2007 — 2011
BA, Marketing/Finance
Raymond James Trust January 2015 - Present
Raymond James Trust NA June 2012 - Present
Fidelity Investments June 2011 - June 2012
D'Fontana's December 2009 - June 2011
Roland George Investments Program August 2010 - May 2011
Wave Direct, Inc. May 2010 - July 2010
Magnolia Point Golf & Country Club June 2005 - July 2008
Skills
Bloomberg, Equities, Fixed Income, Commodity, Foreign Exchange, Series 7, Investments, Mutual Funds, Uniform Combined State..., Portfolio Management, Financial Analysis, Asset Allocation, Financial Services, Bonds, Retirement, Trading, Series 63, Securities, Financial Advisory, Microsoft Excel, Finance, Microsoft Office, Analysis, Marketing, Wealth Management, Options
Education
Stetson University 2007 — 2011
BA, Marketing/Finance
William Dorsey's Roland George Investments Program Experience August 2011 - May 2012
Job Teacher at Robert E. Lee High School Early College Program
Industry Education Management
Experience
Robert E. Lee High School February 2015 - Present
GFG Capital Asset Management June 2012 - August 2014
Roland George Investments Program August 2011 - May 2012
Della Porta Agency June 2011 - August 2011
Skills
Bloomberg, Mutual Funds, Alternative Investments, Portfolio Management, Investments, Asset Management, Equities, Analysis, Asset Allocation, Bloomberg Terminal, Bonds, Due Diligence, Equity Research, Financial Advisory, Fixed Income, Securities, Valuation
Education
Stetson University 2007 — 2012
Bachelor of Arts (B.A.), Finance
Robert E. Lee High School February 2015 - Present
GFG Capital Asset Management June 2012 - August 2014
Roland George Investments Program August 2011 - May 2012
Della Porta Agency June 2011 - August 2011
Skills
Bloomberg, Mutual Funds, Alternative Investments, Portfolio Management, Investments, Asset Management, Equities, Analysis, Asset Allocation, Bloomberg Terminal, Bonds, Due Diligence, Equity Research, Financial Advisory, Fixed Income, Securities, Valuation
Education
Stetson University 2007 — 2012
Bachelor of Arts (B.A.), Finance
Jordan Bieber's Roland George Investments Program Experience August 2013 - May 2014
Job Security Analyst at Roland George Investments Program, Stetson University
Industry Financial Services
Experience
Roland George Investments Program August 2013 - May 2014
Seabreeze Cabana Co. May 2009 - August 2012
Seabreeze Cabana Co. May 2009 - August 2012
Skills
Adaptabile, Arranger, Achiever, Strategic, Competitive, Leadership, Time Management, Strategy, Social Networking, Sales, Microsoft Office, Investments, Data Analysis, Critical Thinking, Marketing, Microsoft Excel
Education
Stetson University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Alumni
Roland George Investments Program August 2013 - May 2014
Seabreeze Cabana Co. May 2009 - August 2012
Seabreeze Cabana Co. May 2009 - August 2012
Skills
Adaptabile, Arranger, Achiever, Strategic, Competitive, Leadership, Time Management, Strategy, Social Networking, Sales, Microsoft Office, Investments, Data Analysis, Critical Thinking, Marketing, Microsoft Excel
Education
Stetson University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Alumni
Brian Belisle's Roland George Investments Program Experience January 2013 - December 2013
Job Project Manager at Peregrine Endeavors Incorporated
Industry Financial Services
Experience
Peregrine Endeavors Incorporated January 2014 - Present
Vendors Unlimited Inc August 2006 - Present
State Street March 2014 - February 2015
Roland George Investments Program January 2013 - December 2013
B&L Financial Architect May 2012 - July 2012
Skills
Bloomberg Terminal, Microsoft Excel, Financial Analysis, Financial Modeling, Financial Accounting, Sales, SharePoint
Education
Stetson University 2010 — 2013
Bachelor's Degree, Finance and Business Law, magna cum laude
Peregrine Endeavors Incorporated January 2014 - Present
Vendors Unlimited Inc August 2006 - Present
State Street March 2014 - February 2015
Roland George Investments Program January 2013 - December 2013
B&L Financial Architect May 2012 - July 2012
Skills
Bloomberg Terminal, Microsoft Excel, Financial Analysis, Financial Modeling, Financial Accounting, Sales, SharePoint
Education
Stetson University 2010 — 2013
Bachelor's Degree, Finance and Business Law, magna cum laude