Advanced Equities, Inc.

Description

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Advanced Equities, Inc. Employees

Employee
Years
Job
Industry
Keith Beck Keith Beck Chicago, Illinois Details
Keith Beck's Advanced Equities, Inc. Experience 2006 - 2013
Job Compliance Officer
Industry Financial Services
Experience
Advanced Equities Inc.  2006 - 2013
Zacks Investment Research  2004 - 2005
Chicago Investment Group  2000 - 2003
Richard B. Vance   1998 - 1999
Gruntal & Co. Inc   1992 - 1998
Dean Witter, MVP, Oppenheimer   1989 - 1993

Skills
Series 7, Series 8, Series 24, Series 63, FINRA, Compliance, Operations Management, Options, Risk Assessment, Risk, Risk Management, Enterprise Risk..., Alternative Investments, AML, Trading, Equities, Private Equity, Private Placements, Private Companies, Investment Advisory, Internal Investigations, Investment Banking, Due Diligence, Operational Planning, IT Operations, Compliance Audits, SEC reporting, SEC compliance, Compliance Management, Operational Risk..., Asset Management, Wealth Management, Bonds, Securities Law, Securities Regulation, Securities Offerings, Policy Analysis, Mutual Funds, Options Strategies, Asset Managment, Series 79, Hedge Funds, Investments, Start-ups, SEC filings, Capital Markets, SEC, Securities, Quality Auditing, Financial Risk

Education
DePaul University   1981 — 1986
BFA, Communications

Computer Systems Institute   2014 — 2014
Certificate of Completion / Diploma (2006), CompTIA A+, Network +, Project Management, & Six Sigma

Midwest Crowdfunding Conference - Chicago 11/15/2013

Fritz Seyferth & Associates - FS&A   2011 — 2012
Leadership Training, Team Building/Leadership Development

The Crowdfunding Conference April 19 2012 NY
Attendee, Jobs Act - Crowdfunding

Information Security Awareness Training   2010 — 2010

Mallon & Johnson, P.C.,   2010 — 2010
Speaker Barbara Mallon, Reg. D, Fraud, Privacy & Marketing

Investment Advisor Association   2009 — 2009
Workshop, Compliance Workship 2009 IAA.

Lanner, Munchin, Dombrow, Becker, levin & Tominberg Ltd.   2009 — 2009
Jill O'Brien, Atty., Employment Best Practices Training / Workshop

New Horizons   2013 — 2014
Certificate of Completion, ITIL, CompTIA Security+

Matthew Reynolds, AIF(R), CRCP Matthew Reynolds, AIF(R), CRCP Greater Chicago Area Details
Matthew Reynolds, AIF(R), CRCP's Advanced Equities, Inc. Experience April 2007 - November 2008
Job Chief Operating Officer at Noyes
Industry Financial Services
Experience
Noyes   August 2014 - Present
Platinum Financial Solutions   September 2012 - Present
McGladrey  November 2013 - August 2014
HighTower Advisors  November 2008 - January 2013
Advanced Equities, Inc.   April 2007 - November 2008
US Fiduciary  2005 - 2007
CRA RogersCaey   2001 - 2004

Skills
Series 7, Alternative Investments, Securities, Hedge Funds, Compliance, Private Equity, Options, Series 66, AML, FINRA, Series 24, Accounting, Venture Capital, Compliance Management, Risk, Wealth Management, Investment Advisory, Investment Management, Financial Risk, Fixed Income, Uniform Combined State..., Mutual Funds, Equities, Asset Management, Leadership, Financial Services, Investments, Portfolio Management, Litigation Management, Series 63, Trading, Financial Advisory, Asset Allocation, Investment Banking, ETFs, Wealth Management..., Investment Strategies, Risk Management, Capital Markets, Valuation, Due Diligence, Retirement, Anti Money Laundering

Education
University of Pennsylvania - The Wharton School   2010 — 2010
CRCP, Regulatory Compliance

Robert Morris College   1998 — 2000
Bachelor of Business Administration, Accounting

Sean Duncan Sean Duncan Bartlesville, Oklahoma Details
Sean Duncan's Advanced Equities, Inc. Experience June 2012 - August 2012
Job Financial Analyst Phillips 66
Industry Oil & Energy
Experience
Phillips 66  October 2014 - Present
Phillips 66  June 2013 - October 2014
University of Arkansas  January 2013 - May 2013
Rebsamen Trust Portfolio Management  August 2012 - May 2013
Advanced Equities, Inc  June 2012 - August 2012
Target Inc  October 2010 - September 2011
Clean Coin Laundry   May 2009 - October 2009
Hunter Property Management Inc   May 2008 - September 2009
City of Springfield, Missouri  May 2005 - September 2006

Skills
Bloomberg Certfied, Bloomberg Terminal, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Bloomberg, Public Speaking, Financial Modeling, Accounting, Research, Investments, Data Analysis, Access, QuickBooks, Financial Reporting

Education
University of Arkansas   2009 — 2013
Bachelor of Science, Business Administration; Finance and Accounting

Gordon Fallone Gordon Fallone San Francisco Bay Area Details
Gordon Fallone's Advanced Equities, Inc. Experience June 2007 - November 2012
Job Managing Director Venture Finance Group at Roth Capital Partners
Industry Venture Capital & Private Equity
Experience
Roth Capital Partners  January 2013 - Present
Advanced Equities Inc.  June 2007 - November 2012

Education
University of Connecticut   1982 — 1986
Bachelor of Science (BS), Finance, General

Alexis R. Fox, CPA Alexis R. Fox, CPA Chicago, Illinois Details
Alexis R. Fox, CPA's Advanced Equities, Inc. Experience May 2010 - July 2011
Job 2nd Vice President at Northern Trust Hedge Fund Services
Industry Venture Capital & Private Equity
Experience
Northern Trust Hedge Fund Services  September 2012 - Present
Advanced Equities  July 2011 - September 2012
Advanced Equities, Inc.   May 2010 - July 2011
Deloitte & Touche LLP  August 2009 - May 2010
Deloitte & Touche LLP  August 2008 - August 2009
Deloitte & Touche LLP  September 2007 - August 2008
Deloitte & Touche LLP  June 2006 - August 2006

Skills
Financial Reporting, SEC filings, Accounting, Due Diligence

Education
University of Illinois at Urbana-Champaign - College of Business   2003 — 2007
BS, Accountancy

Barbara Hon, PHR Barbara Hon, PHR Greater Chicago Area Details
Barbara Hon, PHR's Advanced Equities, Inc. Experience November 2006 - May 2014
Job Human Resources
Industry Human Resources
Experience
Whitehouse Post  October 2013 - Present
Advanced Equities, Inc.   November 2006 - May 2014
Administrative Resource Options  June 2006 - November 2006
Wannado City  August 2005 - April 2006
Wannado City  May 2004 - August 2005
City of Elmhurst  December 2002 - October 2003

Skills
Recruiting, Employee Relations, Human Resources, Employee Benefits, Payroll, Start-ups, Training, Mergers, Acquisition Integration, Talent Acquisition, Talent Management, Personnel Management, Vendor Management, Coaching, Technical Recruiting, Equities, Leadership, Change Management, Strategic Planning, Team Building, Applicant Tracking..., HR Policies, Onboarding, New Hire Orientations, Benefits Administration, FMLA, Management

Education
Northern Illinois University   2000 — 2002
Bachelor of Science, Human Resources

Morton Community College   1998 — 2000
Associates, Business

James Hsu James Hsu San Francisco Bay Area Details
James Hsu's Advanced Equities, Inc. Experience November 2005 - September 2007
Job Executive Recruiter at Nelson & Associates
Industry Investment Management
Experience
Nelson & Associates  May 2015 - Present
Green Options  June 2013 - April 2015
Foxconn  April 2012 - February 2013
Oasis Capital Ventures, LLC.   September 2007 - September 2011
ADVANCED EQUITIES, INC  November 2005 - September 2007
E*TRADE FINANCIAL (SAN FRANCISCO CENTER)   October 2001 - September 2005
STOCKWALK.COM/M.ONE INVESTMENT SECURITIES   August 1995 - October 2001
INTERNATIONAL CHI MEI TRADING   December 1994 - July 1995
MONEY TREE GEM COMPANY   June 1991 - December 1994
CAL BERKELEY FEDERAL CREDIT UNION   September 1989 - June 1991

Skills
Venture Capital, Investments, Start-ups, Mergers & Acquisitions, Competitive Analysis, Business Development, Private Equity, Portfolio Management, Equities, Investment Banking, Finance, Financial Services, Management, Leadership, New Business Development, Securities, Banking, Trading, Strategic Planning, Mutual Funds, Marketing Strategy, Emerging Markets, Business Strategy, Financial Analysis

Education
University of California, Berkeley   1986 — 1991
B.A, Economic and Asian Studies

Raymond Kim Raymond Kim San Francisco Bay Area Details
Raymond Kim's Advanced Equities, Inc. Experience March 2009 - February 2011
Job Data Sales/Business Development at Mattermark
Industry Financial Services
Experience
Mattermark  September 2014 - Present
Private Client  January 2014 - August 2014
ETF.com  October 2012 - January 2014
L2F Inc.  October 2011 - November 2012
Advanced Equities, Inc  March 2009 - February 2011
Financial West Group  August 2001 - February 2009

Skills
Sales, Research, Writing, Venture Capital, Private Equity, Mobile Communications, Investment Banking, Due Diligence, Asset Managment, Alternative Investments, Equities, Portfolio Management, Financial Modeling, Investments, Financial Analysis, Series 7, Wealth Management, Investment Strategies, Hedge Funds, Mergers & Acquisitions, Asset Management, Strategic Planning, Finance, Start-ups, ETFs, Investor Relations, Trading, Mutual Funds, Securities, Asset Allocation, Investment Management, Emerging Markets, Fixed Income, Series 63

Education
University of California, Berkeley   1997 — 2001
B.A, Political Science

Byron Crowe Byron Crowe Greater Chicago Area Details
Byron Crowe's Advanced Equities, Inc. Experience 2006 - 2013
Job CEO at Paulson Investment
Industry Financial Services
Experience
Paulson Investment Company, LLC   2014 - Present
Benman Administration, LLC   2014 - 2014
Advanced Equities, Inc.   2006 - 2013
LaSalle St. Securities  1997 - 2006

Education
University of Iowa - Henry B. Tippie College of Business   1983 — 1986

Ryan Metz Ryan Metz Chicago, Illinois Details
Ryan Metz's Advanced Equities, Inc. Experience October 2011 - November 2012
Job ..
Industry Financial Services
Experience
Feltl and Company  November 2012 - May 2015
Advanced Equities Inc  October 2011 - November 2012
Advanced Equities Inc  May 2009 - October 2011
Watermatic LLC  January 2009 - May 2009
Southside Sound   May 2006 - September 2006

Skills
Venture Capital, Private Equity, Investments, Hedge Funds, Equities, IPO's, Secondaries, Business Development, Small Cap, Corporate Finance

Education
Northeastern Illinois University   2004 — 2008

Lincoln Park High School   2000 — 2004

St Clement

Don Stelling Don Stelling Greater New York City Area Details
Don Stelling's Advanced Equities, Inc. Experience May 2011 - January 2012
Job Business Analysis & Development Consultant
Industry Financial Services
Experience
The Content Group   June 2015 - Present
HSBC Global Banking and Markets  April 2015 - July 2015
UBS Investment Bank  March 2014 - January 2015
NYC Department of Education  February 2013 - July 2013
FX Commonwealth Foreign Exchange   January 2012 - February 2013
Advanced Equities, Inc.   May 2011 - January 2012
NYC Department of Small Business Services  May 2010 - August 2010
Micro Management, Inc.   May 2007 - September 2009
Black Metropolis Convention and Tourism Council   March 2009 - June 2009
Micro Management, Inc.   August 2003 - August 2005

Skills
Analysis, Excel, Planning and..., Process Consulting, Customer Relations, Modeling, Inside Sales, Outside Sales, Business Strategy, Photoshop, Business Planning, Customer Service, Financial Modeling, Microsoft Excel, Entrepreneurship, Business Analysis, Training, Market Research, Budgets, Finance, CRM, OS X, Mac OS, Forecasting, Financial Analysis, Risk Management, Portfolio Management, Investments, Banking, Corporate Finance, Strategic Planning, SQL, Databases, Data Analysis, Salesforce.com, Microsoft Office, Management, Management Consulting, Project Management, Business Intelligence, Analytics, Financial Services, Start-ups, Business Process, Financial Risk, Derivatives, Consulting, Financial Markets, Business Development, Investment Banking

Education
Indiana University Bloomington   2006 — 2008
B.A., Economics/Political Science

Pace University - Lubin School of Business   2009 — 2012
MBA, International Economics, Investment Management

Bob Trehy Bob Trehy Greater New York City Area Details
Bob Trehy's Advanced Equities, Inc. Experience April 2010 - April 2011
Job Senior Vice President at OneMedMarket
Industry Financial Services
Experience
OneMedMarket   March 2014 - Present
Sustainable Modern Villages   July 2012 - Present
Odeon Capital Group LLC  April 2011 - May 2012
Advanced Equities Inc  April 2010 - April 2011
Peerless Pictures   1998 - 2007
JP Morgan  1990 - 1994
Salomon Bros.   1984 - 1990

Skills
Investments, Securities, Valuation, Venture Capital, Entrepreneurship, Sales, Capital Markets, Equities, Financial Analysis, Bonds, Asset Management, Portfolio Management, Hedge Funds, Fixed Income, Mergers & Acquisitions, Corporate Finance, Series 24, Derivatives, Financial Modeling, Trading, Alternative Investments, Investor Relations, Bloomberg, Investment Management, Investment Banking, Private Equity, Financial Markets, Strategy, Due Diligence, Emerging Markets, Options, Strategic Planning, Investment Advisory, Mutual Funds, Asset Managment, Investment Strategies

Education
Georgetown University
BS

Pennsylvania State University
MBA

Bob Spiegel Bob Spiegel New York, New York Details
Bob Spiegel's Advanced Equities, Inc. Experience 2007 - 2009
Job Director Private Client Services at Dinosaur Securities
Industry Financial Services
Experience
Dinosaur Securities   July 2015 - Present
Enclave Financial Group   January 2014 - Present
Allen Partners  2011 - January 2014
Faulkner's Island Capital, Inc.   April 2009 - September 2011
Advanced Equities, Inc.   2007 - 2009
Trautman Wasserman and Co.   2001 - 2006
Sands Brother & Co.   1990 - 2001
Drexel Burnham Lambert  September 1988 - July 1990

Skills
Venture Capital, Private Equity, Alternative Investments, Hedge Funds, Investment Banking, Private Placements, Investments, Portfolio Management, Series 7, Corporate Development, Capital Raising, Investment Strategies, Asset Allocation, Wealth Management, Financial Services, Financial Advisory, Capital, Investment Management, Securities, Investment Advisory, Wealth Management..., High Net Worth..., Finance, Corporate Finance, Strategy, Funding, Business Development, Capital Markets

Education
Syracuse University - Martin J. Whitman School of Management   1984 — 1986
Bachelor of Science, Finance, Marketing

Syracuse University   1980 — 1984

Christopher DeMario Christopher DeMario Chicago, Illinois Details
Christopher DeMario's Advanced Equities, Inc. Experience September 2007 - December 2012
Job Senior Internal Sales Consultant at LaSalle Investment Management
Industry Real Estate
Experience
LaSalle Investment Management  July 2015 - Present
LaSalle Investment Management  April 2014 - July 2015
Ascendant Capital, LLC.   September 2013 - April 2014
Advanced Equities, Inc.   September 2007 - December 2012

Skills
Venture Capital, Securities, Alternative Investments

Education
Miami University   2003 — 2007
Bachelor of Science (B.S.), Finance

Samantha Ridenour Kling Samantha Ridenour Kling Chicago, Illinois Details
Samantha Ridenour Kling's Advanced Equities, Inc. Experience March 2010 - December 2013
Job Operations Manager at Paulson Investment Co.
Industry Investment Banking
Experience
Paulson Investment Co.  December 2014 - Present
Advanced Equities Inc  March 2010 - December 2013
ABC Entertainment  September 2006 - December 2009

Skills
Due Diligence, Alternative Investments, Private Equity

Education
The George Washington University   2001 — 2005
Bachelor of Arts (BA), Psychology

Phillip Falk Phillip Falk Greater Chicago Area Details
Phillip Falk's Advanced Equities, Inc. Experience January 2006 - September 2008
Job Professional Investment Advisor
Industry Investment Management
Experience
Independent Firm  September 2008 - Present
Advanced Equities Inc.  January 2006 - September 2008
William Blair & Company LLC  2003 - 2006
Credit Suisse First Boston  1999 - 2003
SG Cowen  1993 - 1999
Telephone & Data Systems Inc.   1988 - 1993

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1986 — 1988
MBA, Finance

University of Illinois at Urbana-Champaign   1980 — 1983
B.S. Finance, Finance- Investments

Niles West High School   1976 — 1980

Sharon A. Kase Sharon A. Kase Greater Chicago Area Details
Sharon A. Kase's Advanced Equities, Inc. Experience May 2011 - November 2012
Job Exact Software Admin and Project Analyst at ASK Products, Inc.
Industry Electrical/Electronic Manufacturing
Experience
ASK Power   November 2012 - Present
Advanced Equities, Inc.   May 2011 - November 2012
ASK Products   September 2009 - May 2011
Citadel Solutions  December 2007 - September 2009
Chicago Administration   September 2007 - December 2007
Trident Financial Services, LLC   April 2006 - August 2007
LaSalle St. Securities  1999 - 2006
Patient Results Network   1997 - 1999
Systems Imagineering, Inc.   1994 - 1997
CGM Financial, Ltd.   1982 - 1994

Skills
Project Management, Marketing, Venture Capital, Program Management, Private Equity, Investor Relations, Financial Analysis, Salesforce.com, Microsoft Excel, Business Strategy, Training, Risk Management, Strategy

Education
DePaul University   1986 — 1991
Business, Business Administration and Management, General

Queen of Peace Highschool   1972 — 1976

Kim Haupin Kim Haupin Greater Chicago Area Details
Kim Haupin's Advanced Equities, Inc. Experience January 2007 - October 2008
Job Compliance Analyst
Industry Financial Services
Experience
Northern Trust Securities, Inc.   October 2011 - Present
Advanced Equities  July 2010 - October 2011
Advanced Equities  October 2008 - September 2010
Advanced Equities, Inc.   January 2007 - October 2008
Advanced Equities  August 2004 - January 2007
Urban Gateways  June 2003 - July 2004

Education
University of Illinois at Chicago   1998 — 2002
BA, Political Science

Saju Bahuleyan Saju Bahuleyan Greater Chicago Area Details
Saju Bahuleyan's Advanced Equities, Inc. Experience July 2010 - November 2012
Job Managing Director Supervisory Control Testing at Charles Schwab & Co
Industry Financial Services
Experience
Charles Schwab & Co  December 2014 - Present
Charles Schwab & Co  January 2014 - November 2014
Advanced Equities Late Stage Opportunities Fund I, LLC   November 2010 - December 2013
Advanced Equities, Inc.   July 2010 - November 2012
Advanced Equities Inc.  February 2010 - November 2012
PEAK6 Investments, L.P.   June 2008 - February 2010
LaSalle St. Securities, LLC   October 2004 - June 2008
LaSalle St. Securities  March 1999 - June 2008
LaSalle St. Securities  October 1997 - March 1999
Saperston Financial Inc   January 1992 - October 1997

Skills
Series 7, Series 65, Series 24, Series 4, Series 27, Series 55, Series 63, FINRA, Equities, Alternative Investments, Private Equity, Mutual Funds, Securities, Options, Due Diligence, Financial Risk, Finance, Investments, Trading

Education
Canisius College   1992 — 1997
MBA, Finance

Calasanctius School

Jermond Remmer Jermond Remmer Greater Chicago Area Details
Jermond Remmer's Advanced Equities, Inc. Experience August 1999 - August 2013
Job Managing Member LFDY LLC
Industry Real Estate
Experience
LFDY LLC   October 2013 - Present
Advanced Equities Inc.  August 1999 - August 2013

Skills
Series 7, Series 24, Series 63, Wealth Management, Trading, Alternative Investments, Investments, Securities, Venture Capital, Equities, FINRA, Private Equity, Asset Management, Hedge Funds

Education
Creighton University   1994 — 1998
Business Administration, Finance

Basil Christakos Basil Christakos Greater New York City Area Details
Basil Christakos's Advanced Equities, Inc. Experience July 2008 - December 2012
Job Director of ComplianceNew York Branch Compliance Officer at Paulson Investment Company, Inc.
Industry Financial Services
Experience
Paulson Investment Company, Inc.   January 2014 - Present
Clark Dodge & Co., Inc.   February 2013 - December 2013
Advanced Equities, Inc.   July 2008 - December 2012
Paramount BioCapital, Inc.   May 2002 - June 2008

Skills
Series 7, Equities, Private Equity, Investments, Alternative Investments, Asset Management, Venture Capital, FINRA, Securities, Wealth Management, Due Diligence, Hedge Funds, Trading, Capital Markets, Risk Management, Mutual Funds

Education
New York University   1986 — 1990
Bachelor of Arts, Politics

Jeannette Martin Jeannette Martin Greater Chicago Area Details
Jeannette Martin's Advanced Equities, Inc. Experience March 2009 - February 2013
Job Compliance at David A. Noyes & Co.
Industry Financial Services
Experience
David A. Noyes & Co.   January 2015 - Present
Mesirow Financial  February 2013 - August 2014
Advanced Equities, Inc.   March 2009 - February 2013
Advanced Equities, Inc.   August 2008 - March 2009
Advanced Equities, Inc./First Allied Securities, Inc.   December 2006 - August 2008
Advanced Equities, Inc./First Allied Securities, Inc.   March 2006 - August 2008
Citicorp Investment Services  March 2003 - February 2006
Wayne Hummer Investments  June 2002 - February 2003
PMC Mortgage Corp.   October 2001 - February 2002
Deutsche Banc Alex. Brown LLC   September 1998 - September 2001

Skills
Series 24, Series 7, Series 65, Series 63, Series 3 (expired), Health & Life Insurance..., Microsoft Excel, Access, Salesforce.com..., Microsoft Word, Bloomberg, SunGard Investran, Morningstar

Education
Marquette University   1992 — 1996
Bachelor of Science (B.S.), Finance

Charrel Jordan Charrel Jordan Greater Chicago Area Details
Charrel Jordan's Advanced Equities, Inc. Experience February 2011 - Present
Job Staff Accountant at Advanced Equities
Industry Accounting
Experience
Advanced Equities, Inc.   February 2011 - Present
Chicago Career Tech  October 2010 - November 2012
The Northern Trust Compay   October 2004 - November 2008

Education
TEC Services Consulting, Inc   2010 — 2011
MCTS Certification

Alabama Agricultural and Mechanical University   1998 — 2002
B. S., Accounting

Matthew Chie Matthew Chie San Francisco Bay Area Details
Matthew Chie's Advanced Equities, Inc. Experience October 2011 - August 2012
Job Associate at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC  April 2014 - Present
Stifel Financial Corp.  September 2012 - April 2014
Advanced Equities Inc.  October 2011 - August 2012
Chico State  2008 - May 2011
Global Hunter Securities  June 2010 - August 2010
Rayner & Haynor Investment Couselors   May 2009 - August 2009

Education
California State University-Chico   2006 — 2011
Economics

California State University-Chico   2006 — 2011
Business Administration, Financial Services, Financial Management

Redwood

Matthew Gartner Matthew Gartner Chicago, Illinois Details
Matthew Gartner's Advanced Equities, Inc. Experience September 2010 - November 2012
Job Control Group Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  April 2014 - Present
Grosvenor Capital Management  December 2012 - April 2014
Advanced Equities, Inc.   September 2010 - November 2012
Fidelity Investments  December 2008 - July 2010

Skills
Series 7, Series 24, Series 63, Series 65, Alternative Investments, General Securities..., Securities Regulation, Compliance, Equities, Fixed Income, Derivatives

Education
Miami University   2004 — 2008
BS, Finance

Myles Gutenkunst Myles Gutenkunst San Francisco Bay Area Details
Myles Gutenkunst's Advanced Equities, Inc. Experience June 2010 - August 2011
Job JD Candidate, UC Hastings College of the Law
Industry Financial Services
Experience
Institute for Innovation Law, UC Hastings College of the Law   August 2014 - Present
Sideman & Bancroft LLP  January 2014 - Present
ZipZap  August 2011 - February 2014
Entrepreneurial Law Clinic, Law Offices of Chicago-Kent   May 2013 - August 2013
Advanced Equities, Inc  June 2010 - August 2011

Skills
Valuation, Series 7, Risk Management, Analytics

Education
University of California, Hastings College of the Law   2013 — 2015
Juris Doctor (J.D.)

Chicago-Kent College of Law, Illinois Institute of Technology   2012 — 2013
Juris Doctor (J.D.)

University of Southern California
Bachelor's Degree, Economics