Wall Street Warfighters Foundation
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Wall Street Warfighters Foundation Employees
Fifth Third Bank March 2012 - January 2015
Sears Authorized Hometown Stores, LLC May 2010 - April 2012
Wall Street Warfighters Foundation June 2011 - March 2012
United States Marine Corps November 1996 - September 2011
City of Chicago December 2010 - June 2011
Education
Carmel High School
Carmel High School
University of Illinois at Chicago (UIC) - Liautaud Graduate School of Business 2007 — 2009
Dual-MBA, International Business and Management
University of Illinois at Chicago 2003 — 2007
Bachelor's, Business Management
Houlihan Lokey September 2014 - Present
Houlihan Lokey June 2014 - August 2014
Wall Street Warfighters Foundation October 2013 - May 2014
Wells Fargo Advisors September 2006 - December 2009
US Army June 1999 - October 2006
Skills
Investments, Leadership, Corporate Finance, Financial Modeling, Finance, Valuation, Microsoft Excel, PowerPoint, Financial Analysis, Economics, Portfolio Management, Economic Research, Microsoft Word, Equity Research, Financial Statement..., Bloomberg, Data Analysis, Management
Education
Purdue University - Krannert School of Management 2012 — 2013
Master of Science in Finance (MSF), Finance, 3.83/4.0
Purdue University - Krannert School of Management 2010 — 2012
Bachelor of Science, Economics, 3.66/4.0
Austin Peay State University 2000 — 2005
Associate of Science, Liberal Arts, 3.69/4.0
JPMorgan Chase May 2014 - Present
Wall Street Warfighters Foundation March 2014 - November 2014
JPMorgan Chase & Co. May 2014 - July 2014
New Horizons Computer learning centers August 2013 - November 2013
Fordham University November 2011 - June 2013
GP Renewables & Trading July 2012 - November 2012
US Department of Homeland Security March 2009 - November 2011
2/23 Weapons Company June 2008 - January 2011
Marines June 2004 - June 2008
Skills
Military Experience, Military, Military Operations, National Security, Security Clearance, Defense, DoD, Operational Planning, Organizational..., Leadership, Security, Public Speaking, Force Protection, Training, Community Outreach, Supervisory Experience, Crisis Management, Time Management, Government, Policy, Supervisory Skills, Risk Assessment, Intelligence Analysis, Counterterrorism, Program Management, Weapons, Counterinsurgency, Leadership Development, Critical Thinking, Tactics, PowerPoint, Microsoft Office, Research, Risk Management, Emergency Management, Team Leadership, Microsoft Word, Microsoft Excel, Combat, Analysis, Operations Management, Strategic Planning, Public Relations, Employee Training, Security Operations, Logistics, Military Training
Education
University of Pennsylvania - The Wharton School 2014 — 2016
SIFMA / Wharton Certificate, Finance, SIFMA: Securities Industry Institute (SII) - Executive Course, Year 1
Fordham University 2011 — 2013
Bachelor's Degree, Political Science and Government
Long Beach City College 2008 — 2011
Wall Street Warfighters Foundation September 2013 - Present
Buffalo State College October 2009 - August 2012
U.S. Army June 2002 - March 2007
Skills
Leadership, Army, Intelligence Analysis, Military Operations, Military Experience, Force Protection, Command, Weapons, Operational Planning, Intelligence, Defense, Military Training, Government, Military, National Security, Policy, Program Management, Crisis Management
Education
University of Pennsylvania - The Wharton School 2014 — 2016
SIFMA / Wharton Certificate, Finance
University of Pennsylvania - The Wharton School 2014 — 2014
Certificate, Integrating Finance and Strategy Executive Education
State University of New York College at Buffalo 2008 — 2011
Bachelor of Science (B.S.), Business Administration and Italian, 3.43
Wall Street Warfighters Foundation December 2011 - Present
Wall Street Warfighters Foundation 2011 - Present
Capstone Corporation 2010 - 2011
SM&A 2009 - 2010
United States Marine Corps 1980 - 2009
Skills
Military, Crisis Management, Strategic Communications, Crisis Communications, Security Clearance, DoD, Defense, Government, Public Affairs, Communications Planning, Spokesperson, Public Relations, Leadership, Government Contracting, Navy, Army, Homeland Security, Media Relations, Foreign Policy, Team Leadership, Operational Planning, Proposal Writing, Press Releases, Internal Communications, Corporate Communications, Emergency Management, International Relations, Reputation Management, Editing, Crisis, Command, Speech Writing, Tactics, Program Management, Leadership Development, Public Policy, Project Planning, Technical Writing, Public Speaking, Communication Training, Strategic Planning, National Security, Message Development, Team Building, Event Planning, Policy
Education
National War College, Ft McNair, Washington DC 2001 — 2002
Masters Degree, National Military Strategy
Eastern Illinois University 1976 — 1979
Bachelor of Arts, Communication/Secondary Education
J.P. Morgan May 2011 - Present
du Pasquier & Co. Inc. June 2009 - February 2011
Wall Street Warfighters Foundation 2010 - 2010
United States Marine Corps August 2001 - November 2007
Skills
Leadership, Navy, Training, Military, Operational Planning, Risk Management, Series 7, Security Clearance, Military Operations, Intelligence Analysis, Military Experience, Command, Securities, Program Management, Bloomberg, Equities, Financial Modeling, Investments, Asset Managment, Fixed Income, Investment Banking, FX Options, Trading, Asset Management
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA, Finance and Real Estate
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Applied Science (BASc), Administration of Justice
New Dominion Angels 2013 - Present
StreetShares 2015 - Present
Zagster 2015 - Present
Blue Triangle Technologies 2014 - Present
CargoSense, Inc. 2014 - Present
DivvyCloud 2014 - Present
U. S. Naval Academy Alumni Association 2014 - Present
Wall Street Warfighters Foundation 2014 - Present
The Virginia Athletics Foundation 2010 - Present
U.S. Navy strike-fighter jet pilot 1999 - Present
Education
University of Virginia - Darden Graduate School of Business Administration
Master of Business Administration (M.B.A.)
University of Virginia
M.S., Civil Engineering (concentration in Transportation)
United States Naval Academy
B.S., Ocean Engineering (Spanish minor)
United States Military Academy at West Point
continued studies during semester exchange
Fauquier High School
(Warrenton, Virginia)
Drexel Hamilton December 2010 - Present
Wall Street Warfighters Foundation May 2010 - December 2010
Defense Photonics Group March 2009 - January 2010
Innovative Solutions & Support July 2005 - February 2009
US Air Force June 1993 - May 2006
Skills
Leadership, Capital Budgeting, Finance, Military, Flights, Strategic Planning, Risk Management, Team Building, Series 7, Business Development, Aviation
Education
Drexel University - College of Business and Administration 2008 — 2010
MBA
United States Air Force Academy 1989 — 1993
Bachelor of Science (BS), Liberal Arts and Sciences, General Studies and Humanities
Drexel Hamilton April 2011 - Present
US Army July 2010 - April 2011
Wall Street Warfighters Foundation 2010 - April 2011
Dexel Hamilton 2011 - 2011
US Army May 1993 - July 2007
Skills
Risk Management, Series 7, Military, Army, Leadership
Education
Concordia University-St. Paul 2001 — 2003
BA, Business Communications and Management
Wall Street Warfighters Foundation May 2015 - Present
LPL Financial May 2014 - March 2015
US Army-82nd Airborne Division May 2011 - July 2012
US Army April 2009 - May 2011
Skills
Analysis, Finance, Time Management, Teamwork, Operational Planning, Management, Training, Critical Thinking, Foreign Currency, International Business, Currency Futures, Microsoft Office, Natural Gas, Commodity, Securities Analysis, Options Strategies, Institutional..., Index Options, Defined Contribution, Cash Flow Analysis, Equity Capital Markets, Financial Modeling, Pitch Books, Foreign Exchange, M&A Modeling, M&A analysis, Microsoft Excel, Capital Markets, NASDAQ, Company Valuation, Public Speaking, Leveraged Finance, Oil Futures, Volatility Index, Commodity Options..., Credit Analysis, PowerPoint, DoD, Financial Accounting, Military Operations, Microsoft Word, Sales
Education
University of North Carolina at Wilmington 2012 — 2015
BSBA, Bachelor of Science Business Administration, Concentration in Finance
CFA Institute
2015 Level I Candidate in the CFA Program
Black Mountain Systems October 2014 - Present
Wall Street Warfighters Foundation February 2013 - August 2015
Eze Software Group April 2011 - October 2014
SEAL Delivery Vehicle Team One July 2008 - March 2011
Naval Special Warfare Center August 2010 - December 2010
USS Kentucky (SSBN 737) Blue Crew February 2006 - July 2008
Naval Submarine School November 2005 - February 2006
Navy Supply Corps School March 2005 - November 2005
United States Naval Academy May 2004 - March 2005
Skills
Leadership, Business Analysis, Management, Military, Team Building, Team Leadership, Strategic Planning, Navy, Hedge Funds, Cross-functional Team..., Financial Analysis, Leadership Development, Financial Markets, Critical Thinking, Command, Analysis, Data Analysis, Problem Solving, Electronic Trading..., SQL, Electronic Trading, Front Office Trading..., Change Management, Strategy, CRM, Change Leadership, Financial Modeling, Databases, Microsoft Excel, Investments, Valuation, Capital Markets
Education
United States Naval Academy 2000 — 2004
B.S., Political Science
University of Washington, Michael G. Foster School of Business 2015 — 2018
Master of Business Administration (M.B.A.), Finance
Veterans Affairs October 2014 - Present
Student Veterans of America October 2013 - Present
Chicago Jesuit Academy January 2013 - Present
Drexel Hamilton Investment Partners December 2011 - October 2013
Student Veterans of America July 2012 - September 2013
Wall Street Warfighters Foundation July 2011 - December 2011
U S Army July 2006 - January 2011
U.S Army September 2003 - June 2006
1st Special Forces Operational Detachment "Delta" November 1998 - August 2003
Skills
Series 7, Military, Risk Management, Strategic Planning, Series 66, Valuation, Uniform Combined State..., Hedge Funds, Leadership, Organizational..., Financial Modeling, Program Management, Asset Managment, Analysis, Financial Analysis, Investments, Asset Management, Strategy, Change Management, Business Strategy, Start-ups, Operations Management, Corporate Finance, Army, Executive Management, Command, Finance, Business Process..., Process Improvement, New Business Development, Team Building, Policy, Management Consulting, Cross-functional Team..., Management, Leadership Development, Team Leadership, Mergers & Acquisitions, Entrepreneurship, Business Development, Portfolio Management, Government, Training, Private Equity, Venture Capital, Security Clearance, Organizational..., Mentoring, Veterans Affairs, Making A Difference
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
University of Pennsylvania - The Wharton School 2012 — 2015
NYU 2011 — 2011
SunTrust January 2015 - Present
Wall Street Warfighters Foundation February 2014 - Present
Capital One March 2014 - December 2014
Modern Woodmen of America June 2013 - January 2014
United States Marine Corps June 2009 - October 2013
United States Marine Corps February 2008 - June 2009
United States Marine Corps March 2006 - February 2008
Skills
Leadership, Financial Services, Financial Modeling, Priority Management, Organization &..., Investments, Cross-functional Team..., Financial Analysis, Operational Planning, Valuation, Security Clearance, Military Experience, Economics, Financial Accounting, Econometric Modeling, Capital Markets, Microsoft Excel, Econometrics, Microsoft Office, DoD, Military, Military Aviation, Aircraft, Training, Aircraft Maintenance, Helicopters, Marketing, Flights, Management, Finance, Military Operations, Analysis, Customer Service
Education
Hawaii Pacific University 2011 — 2014
BSBA, Finance, 3.78 Magna Cum Laude
The George Washington University - School of Business
Master of Business Administration (M.B.A.), Finance and Consulting
Deutsche Asset Management May 2015 - Present
JPMorgan Chase & Co. July 2014 - September 2014
JPMorgan Chase May 2014 - July 2014
Wall Street Warfighters Foundation September 2013 - May 2014
US Army September 2005 - January 2009
Skills
Advertising, Leadership, Risk Management, Event Planning, Training, Finance, Microsoft Office, Microsoft Excel, Microsoft Word, Team Leadership, Public Speaking
Education
Butler University 2011 — 2013
BS, Finance
University of Pennsylvania - The Wharton School 2013 — 2013
Investment Strategies and Portfolio Management Program
Wellington Management January 2015 - Present
Wellington Management January 2012 - January 2015
Wall Street Warfighters Foundation August 2011 - January 2012
Fresh Start Fitness August 2009 - August 2011
United States Marine Corps January 2004 - January 2008
Skills
Investments, Fixed Income, Relationship Management, Financial Markets, Business Analysis, Strategy, Leadership Development
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship
Georgetown University 2010 — 2011
Master's degree, Technology Management
University of Maryland 2007 — 2010
Bachelor of Science (BS), Business Administration & Finance
University of Pennsylvania - The Wharton School 2011 — 2012
Executive Education
DNB Markets July 2015 - Present
GE Capital July 2014 - July 2015
J.P. Morgan October 2013 - January 2014
Wall Street Warfighters Foundation February 2013 - October 2013
US Navy October 2012 - February 2013
US Navy April 2010 - October 2012
United States Navy January 2008 - August 2009
US Navy March 2006 - January 2008
US Navy 2003 - 2006
Skills
Navy, Military, DoD, Security Clearance, Nuclear, Operational Planning, Defense, Systems Engineering, Engineering Management, Engineering, Six Sigma, Nuclear Engineering, Financial Analysis, Security Management, Information Security..., Nuclear Weapons, Nuclear Safety, Active Top Secret..., Active DoD Top Secret..., Strategic Communications, Series 7, Due Diligence, Military Operations, Military Experience, Program Management, Electronic Warfare, Training, Securities, Finance, Leadership
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Securities Industry Institute Executive Education Program, Finance
Indiana University - Kelley School of Business 2006 — 2009
MBA/MS, Business Admin/Finance
Virginia Polytechnic Institute and State University 1997 — 2001
Bachelor of Science (BS), Mathematics
Medford High School 1993 — 1997
The University Prosperity League (UPL) November 2014 - Present
Lowe's Companies, Inc. January 2015 - Present
Wall Street Warfighters Foundation September 2013 - October 2014
PSG of New Brunswick June 2011 - September 2013
Franklin Webster Co. August 2009 - September 2013
Financial Solutions Today January 2009 - November 2009
Financial Resources (Mortgages) May 2006 - December 2008
Franklin Webster Co. October 2004 - May 2006
Talsico 2003 - 2004
Lose-Weight-Now-Stay-Slim-Forever.com January 2001 - January 2003
Skills
Start-ups, Leadership, Entrepreneurship, Business Development, Training, Team Leadership, Public Speaking, Strategic Partnerships, Customer Acquisition, Web Analytics, Idea Generation, Business Model Canvas, Board Governance, Lean Startup, Analysis, Security Clearance, Project Planning, Mentoring, Consulting, Government, Enterprise Software, Information Technology, User Experience, Telecommunications, Project Management
Education
United States Naval Academy
BS, Applied Science (Computer Science)
University of Pennsylvania - The Wharton School
Executive Education Coursework
Coursera
Various - See "Courses" Section of my profile
Piscataway High School
Diploma, College Prep
Bank of America Merrill Lynch June 2013 - Present
Marlin & Associates March 2013 - May 2013
Wall Street Warfighters Foundation May 2012 - February 2013
Berkowitz Development Group May 2011 - August 2011
Carlos Gimenez For Mayor May 2011 - June 2011
Department of Veterans Affairs February 2010 - February 2011
United States Marine Corps July 2003 - April 2008
Skills
Financial Analysis, Microsoft Excel, Access, PowerPoint, Strategic Planning, Microsoft Office, Team Leadership, Risk Management, Security Clearance, Military, Finance, Leadership, Operational Planning, Analysis, Teaching, Financial Modeling, Military Operations, Government, Investments, DoD, Microsoft Word, Project Planning, Program Management, Economics
Education
Wharton School of Business 2013 — 2013
Executive Education, Mergers and Acquistiions
Westminster College 2008 — 2012
Bachelor of Arts (B.A.), Finance, General, Cum Laude
Directionalanalysis.com April 2009 - Present
Academy Securities July 2014 - July 2015
Carolina Capital Markets November 2013 - July 2014
Wall Street War Fighters Foundation September 2012 - November 2013
Wall Street Warfighters Foundation September 2012 - November 2013
US Army January 2003 - January 2013
Wall Street Warfighters Foundation 2012 - 2013
196th Transportation Company January 2007 - August 2012
U.S. Army Reserve July 2007 - December 2011
38,000.00 January 2005 - January 2007
Skills
Microsoft Office, Project Management, Series 7, Excel, Word, PowerPoint, Customer Service, Decision Making, Risk Analytics, Problem Solving, Project Planning, Project Engineering, Strategic Thinking, Technical Analysis, Microsoft Word, DoD, Military, Equities, Security Clearance, Army, Strategy, Risk Management, Finance, Training, Analysis, Financial Analysis, Operational Planning, Government, Intelligence Analysis, Military Experience, National Security, Military Operations, Defense, Tactics, Command, Force Protection, Counterterrorism, Organizational..., Information Assurance, Policy, Government Contracting, Program Management, Investments, Leadership Development, Team Leadership, Microsoft Excel
Education
University of North Florida 2011 — 2013
Valencia College 2005 — 2007
Associate of Arts (AA), Pre-Engineering
The Wharton School at The University of Pennsylvania
Valencia College
Associate of Arts, Pre-Engineering
Wall Street Warfighters Foundation September 2012 - Present
Tristate Billing and Collection May 2009 - December 2010
Tech Team Manhattan May 2009 - November 2009
C-Cubed Group September 2008 - May 2009
US Army April 2005 - August 2008
Skills
Microsoft Office, Problem Solving, Mentoring, Training, Research, Risk Management, Public Speaking, Team Leadership, Strategic Planning, Leadership, Negotiation, Team Building, Microsoft Word, Program Management, Inventory Management
Education
Queens College
Bachelor of Arts (B.A.), Economics
Queensborough Community College the City University of 2009 — 2012
Associate, Science, Business Administration
Goldman Sachs January 2015 - Present
Goldman Sachs June 2013 - December 2014
Goldman Sachs April 2013 - May 2013
Wall Street Warfighters Foundation February 2013 - March 2013
US Air Force, National Reconnaissance Office June 2012 - February 2013
United States Air Force, Central Command December 2011 - May 2012
US Air Force, National Reconnaissance Office February 2010 - November 2011
Air Force Space Command June 2009 - June 2010
Air Force Space Command January 2008 - June 2009
Air Force Space Command August 2005 - January 2008
Skills
Derivatives Trading, Financial Modeling, Portfolio Management, Program Management, Financial Markets, Process Improvement, Investments, Systems Engineering, Strategy, Econometrics, Series 55, Series 63, Series 7, Military, Intelligence, Security Clearance, Command, Operational Planning, Government Contracting, Aerospace, Risk Management, Earned Value Management, Financial Projection, Cross-functional Team..., Air Force, DoD, Defense, Military Operations, Aerospace Industries, Defense Industries, Defining Product..., Life Cycle Cost Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2009
Master of Business Administration (MBA), Finance & International Business
United States Air Force Academy 2001 — 2005
BS, Operations Research
NYU Stern School of Business July 2014 - Present
Citi June 2015 - August 2015
Wall Street Warfighters Foundation October 2013 - June 2014
United States Marine Corps 2009 - June 2013
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Finance
Temple University - Fox School of Business and Management 2004 — 2009
Bachelor of Business Administration (BBA)
BlackRock October 2014 - Present
BlackRock July 2012 - Present
Wall Street Warfighters Foundation January 2012 - July 2012
USAF September 2008 - October 2011
USAF February 2007 - September 2008
Skills
Acquisitions, Analysis, Finance, Investments, Leadership, Mergers & Acquisitions, Military, Program Management, Strategy, Team Building, Analytics, Budgets, Defense, Procurement, Risk Management
Education
Wharton School, University of Pennsylvania 2012 — 2014
Executive Education, Portfolio Management and Investment Strategies
United States Air Force Academy 1998 — 2003
Bachelor of Science, Business Management
Consumer Financial Protection Bureau November 2013 - Present
Wall Street Warfighters Foundation September 2013 - September 2014
Jaffe & Koumourdas, LLP; NYC Dept of Consumer Affairs, NY Liquidation Bureau; NYC Parks & Recreation August 2011 - May 2013
Aflac January 2009 - May 2010
National Car Rental June 2007 - July 2008
Gerson Lehrman Group January 2005 - January 2008
W.W. Grainger January 2005 - June 2007
US Army January 2001 - January 2005
Skills
Business Management, Distribution, Logistics, Microsoft Office, MS-DOS, Westlaw, C++, QuickBooks, Management, Microsoft Excel, Criminal Law, Contract Negotiation, Leadership, Legal Writing, Corporate Law, Legal Research, Financial Analysis, Insurance, Analysis, Commercial Litigation, Marketing, Training, Microsoft Word, Public Speaking, Arbitration, Mergers & Acquisitions, Negotiation, Research, Customer Service, Bankruptcy
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2015
Master of Public Administration (MPA), Public Administration
Hofstra University School of Law 2010 — 2013
JD, Banking, Corporate, Finance, and Securities Law
Bentley University 1994 — 1998
BA, International Culture & Economy w/ Marketing Minor
Drexel Hamilton 2012 - Present
Wall Street Warfighters Foundation February 2011 - Present
United States Army 1999 - Present
UBS Investment Bank July 2011 - December 2011
Sprint Nextel 1999 - 2010
Skills
Security Clearance, Strategic Planning, Military Experience, Leadership, Capital Markets, Series 7, Military, Army, Program Management, Operational Planning, Risk Management, Military Operations, Financial Modeling, Team Leadership
Education
Rutgers Graduate School of Education
Master of Business Administration (M.B.A.)
Wall Street WarFighters foundation June 2010 - June 2012
Wall Street Warfighters Foundation 2010 - 2011
United States Postal Service September 2007 - July 2008
George W Hill Correctional Facility 2004 - 2007
United States Army January 1997 - November 2003
Skills
Strategic Planning, Public Speaking, Leadership, Teamwork, Training, Project Management, Team Building, Organizational..., Human Resources, Military
Education
Palmer Theological Seminary 2012 — 2014
Master's degree in Theological Studies, Bible/Biblical Studies
Temple University 2005 — 2010
B.B.A, Human Resource Management
Women's Business Development Class
Campden Wealth September 2013 - June 2015
Wall Street Warfighters Foundation October 2012 - August 2013
German Institute for International and Security Affairs June 2012 - August 2012
Robert Bosch Foundation February 2011 - May 2012
US Army October 2006 - January 2011
City College of New York August 2005 - May 2006
Center for International Policy May 2003 - April 2004
Education
City University of New York Graduate Center 2004 — 2007
Master of Arts (M.A.)
The College of William and Mary 1999 — 2003
Bachelor of Arts (BA)