Alternative Asset Investment Management
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Alternative Asset Investment Management Employees
The Glenmede Trust Company, N.A. June 2014 - Present
85 Broads September 2013 - June 2014
Tufts Financial Group September 2012 - June 2014
Alpha Phi Sorority March 2012 - September 2013
Tufts Special Olympics September 2011 - September 2013
Alternative Asset Investment Management July 2013 - August 2013
J.Crew May 2011 - September 2012
Tufts Swimming & Diving September 2010 - February 2011
New-York Historical Society November 2009 - August 2010
Law Office of Fengli Guo July 2009 - August 2009
Skills
Analysis, Entrepreneurship
Education
Tufts University 2010 — 2014
BA, Economics and Political Science
King's College London, U. of London 2013 — 2013
Semester Study-Abroad Program, Business Administration and Management, General, In Progress
Bronx High School of Science 2006 — 2010
Regents with Honor Diploma
Harvard College
Summer Program for High School Students
China Minsheng Banking Corp.ltd February 2014 - Present
Alternative Asset Investment Management January 2012 - Present
St. John's University November 2010 - January 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Word
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2012
Master of Science (MS), Risk Management
Alternative Asset Investment Management June 2015 - August 2015
Penny Pa Inc October 2014 - May 2015
GETCO April 2013 - May 2013
St. Xavier's Social Service Society (SXSSS) June 2012 - August 2012
Skills
Financial Markets, Corporate Finance, Financial Analysis, Consulting, Project Planning, Business Analysis, Market Research, Capital Markets, Project Management, Engineering Management, Energy, Renewable Energy, Energy Management, Operations Management, Energy Efficiency, Power Systems, Energy Audits, Matlab, Public Speaking, Electrical Engineering, Problem Solving, Finance, Negotiation, Entrepreneurship, Product Development, Program Management, Microsoft Excel, Marketing Strategy
Education
New York University 2014 — 2016
Executive Master's Degree, Technology Management & Innovation
Pandit Deendayal Petroleum University 2010 — 2014
Bachelor's Degree, Electrical Engineering
University of Saskatchewan 2013 — 2013
Study Abroad Experience
Freddie Mac February 2015 - Present
XL Insurance February 2008 - December 2014
The Leukemia & Lymphoma Society January 2012 - May 2014
UBS August 2007 - December 2007
Alternative Asset Investment Management February 2007 - July 2007
Skills
Microsoft Excel, Data Analysis, Access, Finance, PowerPoint, Microsoft Word, Microsoft Office, Accounting, Customer Service, Analysis, Financial Reporting, Insurance, Auditing, Outlook, Research, Investments, Event Planning, Public Speaking, Leadership, Data Entry, Time Management, Budgets, Teamwork, Policy, Process Improvement
Education
Benedictine University 2010 — 2012
Master of Public Health (M.P.H.), Health/Health Care Administration/Management
Baruch College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Investment
Mathnasium of Bensonhurst January 2011 - February 2015
www.24gold.hk May 2012 - January 2013
Fordham University January 2012 - May 2012
Alternative Asset Investment Management May 2010 - June 2010
Skills
Statistics, R, Tutoring, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Matlab, Eviews, Economics, Mandarin, Microsoft Office, Analysis, Teaching, Forecasting, Quantitative Analytics, Chinese, Higher Education, Public Speaking
Education
Fordham University 2011 — 2012
Master of Economics
SUNY Binghamton 2008 — 2010
BS, financial economics
Glovista Investments LLC June 2010 - Present
Maihar Capital Strategies, LLC. September 2009 - June 2010
Morgan Stanley October 2008 - September 2009
Citigroup, Inc. January 2009 - April 2009
Alternative Asset Investment Management June 2008 - October 2008
Pace University - Educational Media February 2008 - September 2008
Jawonio Inc. June 2008 - August 2008
Skills
Equity Trading, Performance Attribution, ETFs, Word, Financial Analysis, Bloomberg, Hedge Funds, Valuation, Financial Modeling, Microsoft Office, Finance, Investments, Equities, Analysis, Derivatives, Microsoft Word, Investment Banking, Trading, Portfolio Management, Management, Financial Services, Asset Management, Capital Markets, Wealth Management, Fixed Income, Securities, Financial Markets, Bloomberg Terminal
Education
Pace University 2007 — 2009
MBA, Finance and Investments
Pace University - Lubin School of Business 2007 — 2009
MBA, Finance
University of Mumbai 2002 — 2006
Bachelors in Engineering, Electronics and telecommunication
PSG Academy NY June 2015 - Present
New York City Football Club, LLC May 2014 - Present
Twin Advisors April 2014 - Present
Soccer Recycle November 2012 - Present
Manhattan Kickers Soccer Club November 2012 - May 2015
Alternative Asset Investment Management October 2013 - July 2014
United Nations International School August 2011 - December 2013
Skills
Microsoft Word, Microsoft Excel, Soccer, Research, English, Teamwork, Time Management, Social Media, Social Networking, Communication, PowerPoint
Education
City University of New York-Brooklyn College 2010 — 2013
Finance and management; Accounting., Accounting and Finance
Montgomery College 2009 — 2010
Associate's degree, International Business
eXelate, A Nielsen Company February 2013 - Present
eXelate March 2012 - February 2013
Columbia University January 2011 - December 2011
TPI Real Estate Investment Services Corp. January 2011 - April 2011
Alternative Asset Investment Management October 2010 - January 2011
Skills
Statistics, R, Time Series Analysis, Analysis, SPSS, SQL, SAS, Microsoft Office, LaTeX, Segmentation, Excel, Word, PowerPoint, Java, Microsoft Excel, Python
Education
Columbia University in the City of New York 2010 — 2011
Master's degree, Statistics, 4.11/4
Shandong University 2006 — 2010
Bachelor's degree, Financial Mathematics, 3.84
Sidoti & Company, LLC July 2013 - Present
JPMorgan June 2010 - February 2013
Arch Street Exchange August 2009 - June 2010
Alternative Asset Investment Management March 2008 - August 2009
The Richman Group 2001 - 2005
Skills
Private Equity, Corporate Finance, Emerging Markets, Fixed Income, Due Diligence, Securities, Investor Relations, Bloomberg Terminal, Electronic Trading, Equity Research, Equity Valuation, Equity Trading, ETFs, Investment Management, Investments, Asset Management
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, Finance
Carnegie Mellon University 1996 — 2000
Bachelor of Science, Economics
CTBCBANK August 2012 - Present
Alternative Asset Investment Management June 2012 - July 2012
KPMG July 2009 - August 2009
INDUSTRIAL BANK CO.LTD July 2008 - August 2008
Skills
Finance, Bloomberg, Equity Research, Derivatives, Equity Valuation, Financial Modeling, Fixed Income, Matlab, Equities, Options, VBA, Corporate Finance, Financial Analysis, Economics, Financial Risk..., Trading, R
Education
Polytechnic Institute of New York University 2010 — 2012
Master of Science, financial engineering, 3.8
Renmin University of China 2006 — 2010
Bachelor of Economics, finance
Fuzhou No.1 High School 2003 — 2006
BNY Mellon April 2014 - Present
Axiom Capital Management March 2012 - April 2014
Albourne America LLC July 2011 - September 2011
Alternative Asset Investment Management June 2008 - August 2008
Skills
Series 7, Microsoft Office, Databases, Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, PowerPoint, Business Strategy, Microsoft Word, Research, Finance, Analysis, Series 66, Capital Markets, Fixed Income, Hedge Funds, Portfolio Management, Uniform Combined State...
Education
Passed all three levels of the CFA Program and may be awarded the charter upon completion of the req 2013 — 2015
The University of Edinburgh 2005 — 2010
MA, Business Studies
The Lawrenceville School 2001 — 2005
IFC - International Finance Corporation August 2013 - Present
Alternative Asset Investment Management July 2012 - October 2012
World Economic Forum July 2012 - August 2012
ING Bank (Eurasia) July 2010 - August 2011
IBM April 2008 - June 2010
PhosAgro AG July 2007 - August 2007
Skills
Eviews, Stata, Financial Analysis, Financial Modeling, Corporate Finance, Credit Analysis, Finance, Hedge Funds, Relationship Management, Social Networking, Investments, Management, Mergers & Acquisitions, Credit Risk, Investment Banking, Banking, Foreign Languages, Financial Markets, Due Diligence, Portfolio Management
Education
New York University 2011 — 2013
Master of Arts (MA), Financial Economics
State University of Management (SUM) 2005 — 2010
Diploma, Macroeconomics, GPA 4.97 (out of 5.0)
Ludwig-Maximilians Universität München 2009 — 2009
Certificate, Business & Management
Deloitte August 2014 - Present
Deloitte September 2012 - September 2014
Deloitte June 2011 - August 2011
Katz Media Group June 2010 - August 2010
Alternative Asset Investment Management December 2009 - January 2010
Skills
Accounting, Internal Controls, Financial Reporting, Auditing, Financial Analysis, Finance, Financial Risk, Enterprise Risk..., IT Audit, Software Asset..., C++, Java, Software Compliance, Software, Asset Management, IT Asset Management, Computer Science, IT Operations, Internal Audit, Management Consulting, Consulting, Business Process..., Risk Management, Business Analysis, Business Process
Education
City University of New York-Queens College 2008 — 2012
Bachelor of Arts (BA), Accounting, Computer Science, Economics
Binghamton University 2007 — 2008
BA, Accounting
Cambridge International Examinations
Advanced Level, Business Studies
Edexcel
Advanced Level GCE(London Examinations), Accounting
Edexcel
Advanced Subsidiary Level, Mathematics
Fisher College of Business August 2015 - Present
Alternative Asset Investment Management June 2015 - August 2015
Goodrich Asset Management December 2014 - May 2015
PwC Hong Kong and mainland China May 2014 - July 2014
Bank of Communications Limited May 2013 - June 2013
ONPS International Summer School August 2012 - April 2013
Skills
Teamwork, Leadership, Analysis, Microsoft Office 2007, Communication, IPA, Outcome focused, Competition, Problem Solving, Coordination, Financial Modeling
Education
The Ohio State University 2012 — 2016
Bachelor of Science (B.S.), Financial Mathematics
The Ohio State University Fisher College of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Accounting
No.1 Middle School of Zhengzhou 2007 — 2010
CUNY August 2013 - Present
Choice NY Management January 2015 - May 2015
Alternative Asset Investment Management October 2012 - February 2013
Halcyon Cabot Partners, Ltd September 2012 - October 2012
ORLACT SRL. June 2010 - April 2011
Showtime Pictures May 2010 - September 2010
Skills
Management, Financial Analysis, Finance, Small Business..., Accounting, Microsoft Office, Financial Accounting, PowerPoint, Accounts Payable &..., Cash Flow, Tax Preparation, Partnership Accounting, Bookkeeping, QuickBooks, Payroll, Depreciation, Microsoft Excel, Microsoft Word
Education
Baruch College, City University of New York (CUNY)
Bachelor’s Degree, Accounting and Finance
Borough of Manhattan Community College 2013 — 2015
Associate’s Degree, Accounting and Finance, Accounting
Universitatea de Stat din Moldova 2009 — 2011
Bachelor's degree, Psychology
College of Economics,Management and Law, Chisinau 2006 — 2010
Bachelor's degree, Accounting and Finance
JPMorgan Chase January 2014 - Present
JPMorgan Chase July 2013 - January 2014
Alternative Asset Investment Management March 2013 - July 2013
Guosen Securities May 2012 - August 2012
HSBC September 2010 - October 2010
Taikang Life Insurance Company August 2010 - September 2010
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD January 2010 - March 2010
Skills
Mathematics, Financial Analysis, Bloomberg, SQL, Valuation, Risk Management, Matlab, OTC, Hedge Funds, P&L reconciliation
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2012
Master of Science (M.S.), Financial Engineering
Beijing University of Post and Telecommunications 2007 — 2011
Bachelor of Science (B.S.), Applied Mathematics
Aleutian Capital Partners September 2009 - 2010
Alternative Asset Investment Management July 2009 - August 2009
Skidmore College September 2008 - May 2009
Harris Rothenberg International May 2007 - August 2008
Education
Skidmore College 2005 — 2009
BS, Business Management, Asian Studies
University of Westminster 2008 — 2008
Study Abroad, Finance
Beijing Foreign Studies University 2007 — 2007
Study Abroad, Asian Studies
High School for Economics and Finance 2002 — 2005
Twin Red Asset Management, LLC February 2008 - Present
Twin Advisors, LLC February 2008 - Present
Whynatte Enterprises, LLC January 2008 - Present
Alternative Asset Investment Management January 2008 - Present
HSBC February 2007 - January 2008
BNP Paribas July 2003 - February 2007
Zurich Capital Markets June 2001 - July 2003
The Epperson Group 2000 - 2001
Skills
Due Diligence, Research, Hedge Funds, Alternative Investments, Asset Managment, Equities, Portfolio Management, Investments, Private Equity, Capital Markets, Trading, Asset Allocation, Investment Banking, Fixed Income, Investor Relations, Asset Management, Investment Management, Emerging Markets, Structured Products, Securities, Equity Research, Derivatives, Options, Wealth Management, Mutual Funds
Education
Rice University 1997 — 2001
BA, Economics
Blake 1994 — 1997
H.S. Diploma
Zenabi Analytics LLC May 2015 - June 2015
Alternative Asset Investment Management March 2015 - June 2015
Columbia University in the City of New York January 2014 - December 2014
Nanjing University December 2012 - May 2013
Kunshan Rural Commericial Bank September 2012 - November 2012
Citi July 2012 - August 2012
Skills
Quantitative Finance, Portfolio Management, Data Analysis, Matlab, R, VBA, Statistics, Trading Strategies, Financial Modeling, Fixed Income, SQL, C++, SAS, Microsoft Office, Quantitative Analytics, Financial Analysis, Microsoft Excel, Machine Learning, Microsoft Visual Studio..., Risk Management, Investment Management, Equity Research, Asset Management, Derivatives, Financial Structuring
Education
Columbia University in the City of New York 2013 — 2014
Master's Degree, Operations Research, GPA: 4.00/4.00
Nanjing University 2009 — 2013
Bachelor's Degree, Financial Engineering, GPA: 3.82/4.00
ShoreTel March 2013 - Present
MetTel May 2011 - February 2013
Alternative Asset Investment Management January 2011 - May 2011
Polytechnic University June 2007 - December 2010
Aflac June 2009 - September 2009
Elsevier March 2008 - January 2009
Merit Software June 2006 - September 2006
Skills
Microsoft Office, MS Project, Microsoft Excel, Telecommunications, Databases, PowerPoint, Financial Analysis, Data Analysis, PeopleSoft, Access, Sony Vegas, Windows Movie Maker, Customer Service, Leadership, Audacity, Cost Assurance
Education
Polytechnic University 2006 — 2010
B.S.. Business and Technology Management (finance concentration), Fields of Study: Business, Technology, Finance, Project Management, Organizational Behavior
Pit Boss Products June 2014 - Present
Consulting Services 2008 - Present
Alternative Asset Investment Management 2008 - 2013
HFR Asset Management 2004 - 2008
Centrum Equities 2003 - 2004
Cedar Hill Associates 1999 - 2003
Graystone Partners 1997 - 1999
Bank of America 1994 - 1997
Skills
Private Placements, Portfolio Management, Product Management, Alternative Investments, Risk Management, Investor Relations, Telehealth, Renewable Energy, Renewable Fuels, Alternative Fuels, Smart Grid, Hedge Funds
Education
The University of Chicago 1997 — 2000
MBA, Finance and Entrepreneurship
Hamilton College 1990 — 1994
BA, Mathematics and Economics
The London School of Economics and Political Science (LSE) 1992 — 1993
General Course, Game Theory and Economics
MTS Health Partners, L.P. April 2014 - Present
IMS Consulting Group July 2012 - April 2014
Weill Cornell Medical College June 2011 - August 2011
Alternative Asset Investment Management June 2009 - August 2009
Education
Cornell University 2008 — 2012
B.S., Applied Economics & Management
Cornell University 2008 — 2012
B.S., Biology & Society
Horace Mann High School 2004 — 2008
Bankers Financial Corporation June 2015 - Present
Alternative Asset Investment Management December 2014 - April 2015
SunTrust Bank July 2013 - August 2014
Sherwin-Williams Paints June 2012 - July 2012
Sherwin-Williams June 2012 - July 2012
Sears Outlet Stores, LLC August 2007 - June 2012
Sears Outlet August 2007 - June 2012
Student Loan Resource Center April 2007 - July 2007
Skills
Customer Service, Sales, Retail, Sales Operations, Management, Microsoft Office, Time Management, Training, Forecasting, Leadership, Product Marketing, Sales Management, Team Building, New Business Development, Microsoft Excel, Customer Satisfaction, Team Leadership, Negotiation, Marketing, Marketing Strategy, Teamwork, PowerPoint, Microsoft Word, Public Speaking, Research, Project Planning, Program Management, Business Planning, Outlook, Call Centers, Merchandising, English, Hedge Funds, Research Analyst
Education
University of South Florida 2009 — 2013
Bachelor of Science (B.S.), Finance and Management (Double Major)
University of South Florida - College of Business Administration 2009 — 2013
Double Major in Finance and Management, Business Administration
Saint Petersburg College 2006 — 2009
Bachelor of Arts: Field of Study Business AdministrationBachelor of Arts, Finance and Management
Saint Petersburg College 2006 — 2009
Bachelor of Arts, Business
Optima Fund Management May 2008 - Present
Alternative Asset Investment Management January 2008 - April 2008
Banca IMI July 2006 - October 2006
Italy America Chamber of Commerce West July 2005 - October 2005
Skills
Equities, Hedge Funds, Risk Management, Banking, Investment Banking, Credit Risk, Alternative Investments, Portfolio Management, Asset Management, Fixed Income, Fund Of Funds, Derivatives, Valuation, Finance, Bloomberg, Capital Markets
Education
Università Commerciale 'Luigi Bocconi'
Master, Finance
Università Commerciale 'Luigi Bocconi'
Bachelor, Finance
Bank of America November 2013 - September 2015
BlueMountain Capital Management May 2013 - August 2013
Alternative Asset Investment Management March 2013 - April 2013
University of Michigan September 2012 - December 2012
Shanghai Venture Capital Co., Ltd July 2012 - August 2012
Shanghai International Trust Corporation May 2012 - July 2012
IBM July 2009 - September 2009
Skills
Bloomberg, Valuation Modeling, Risk Management, SPSS, SAS, SQL, Matlab, VBA, Excel Pivot, Eviews, R, Valuation
Education
University of Michigan 2011 — 2012
Master of Science in Financial Engineering
Central University of Finance and Economics 2007 — 2011
Double Degree: Bachelor of Economics, Bachelor of Management
Wuxi NO.1 Middle School 2004 — 2007
Alternative Asset Investment Management August 2014 - November 2014
China Mobile International Limited December 2012 - February 2013
Fujian Zhongxinda Certified Public Accountants, Ltd. July 2012 - September 2012
Changjiang Securities Co., Ltd July 2011 - September 2011
Skills
Leadership Development, Team Building, Program Management, Corporate Finance, Investments, Financial Modeling, Asset Management
Education
Eastern University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
The Boston Consulting Group October 2013 - 2014
Lerer Ventures June 2013 - August 2013
TIDE Institute May 2011 - August 2013
TechStars March 2013 - July 2013
The Boston Consulting Group June 2012 - August 2012
Acadian Asset Management March 2006 - February 2011
Citigroup Asset Management 2004 - 2006
Alternative Asset Investment Management 2003 - 2004
Skills
Bloomberg, Portfolio Management, Financial Modeling, Valuation, Equities, Emerging Markets, Capital Markets, Fixed Income, Private Equity, Investments, Financial Analysis, Equity Research, Derivatives, Hedge Funds, Quantitative Analytics, Start-ups, Venture Capital, Strategy, Entrepreneurship
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance, Entrepreneurship & Innovation
Harvard University 2008 — 2009
Special Studies in Economics, Graduate School of Arts and Science
The Cooper Union for the Advancement of Science and Art
Bachelor of Science (B.S.), Engineering
Alternative Asset Investment Management April 2015 - Present
China Life Insurance Co.Ltd June 2013 - August 2013
Bank of Communications Limited January 2013 - March 2013
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Teamwork, Microsoft Word, Research, PowerPoint, Accounting, Social Media, Data Analysis, English, Finance, Access, Microsoft SQL Server, Microsoft Visio, Microsoft Access, Financial Modeling, Corporate Finance, VBA, R, SQL, Bloomberg Terminal, Valuation, Investments, Portfolio Management, Risk Management, Asset Management, Banking, Financial Reporting, Equities, Financial Accounting, Budgets, Business Analysis, Market Research, Financial Planning, Derivatives, Interviews, Forecasting, Fixed Income, Capital Markets
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2014
Master of Science (MS), Finance, General
Liaoning University 2009 — 2013
Bachelor of Economics, Finance & Securities Management, 3.46
Alternative Asset Investment Management March 2015 - Present
Strategies for Wealth January 2015 - March 2015
Search for Common Ground May 2014 - November 2014
Rongchang Real Estate Co. January 2013 - July 2013
China Industrial Bank(兴业银行股份有限公司) August 2012 - October 2012
PwC June 2012 - August 2012
Skills
Accounting, Financial Statements &..., Financial Analysis, Matlab, SQL, Microsoft Excel, SPSS, STATA, SharePoint, Pivot Tables, Senior Level..., Multiple Task Management, Client Relations
Education
The Johns Hopkins University 2013 — 2014
Master's degree, Finance, General
Renmin University of China 2009 — 2013
Bachelor's degree, National Economics, 3.75
University of Cambridge 2012 — 2012
Real Estate Finance
Alternative Asset Investment Management January 2015 - May 2015
DGLF CPAs & Business Advisors June 2014 - July 2014
PwC October 2011 - June 2013
Deutsche Bank July 2010 - January 2011
Skills
Finance, Auditing, Accounting, Project Planning, Microsoft Office, Microsoft Excel, Capital Markets, Internal Controls, Corporate Finance, Financial Analysis, Matlab, Financial Reporting, Consolidation, Time Management, Mathematics, Financial Engineering, Data Analysis, Financial Modeling, Research, Microsoft Word, PowerPoint, Loans, Assurance, IFRS, HKFRS, Foreign Exchange, Real Estate, 金融建模, Financial Risk..., Python, Bloomberg Terminal, Axioma, Hedge Funds
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (M.S.), Operations Research, 3.98/4.00
Fudan University 2007 — 2011
Bachelor of Science (B.S.), Mathematics
Vertex advisors September 2015 - Present
Alternative Asset Investment Management July 2015 - Present
Bank of China July 2013 - August 2013
HSBC Retail Banking and Wealth Management August 2012 - October 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SPSS, Matlab, R, Financial Statement..., Analysis, Analytical Skills, Forecasting, Leadership, Microsoft Office
Education
University of Southern California 2013 — 2015
Master's Degree, Financial Engineering, 3.93/4.00
Sichuan University 2009 — 2013
Bachelor’s Degree, Finance, 3.55/4.00
Tanghu Middle School 2003 — 2009
High School
Moody's Corporation August 2015 - Present
Alternative Asset Investment Management February 2015 - July 2015
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Financial Planning, Corporate Finance, Management, Teamwork
Education
Baruch College, City University of New York (CUNY) 2013 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.2
Treesdale Partners September 2015 - Present
J.P. Morgan February 2015 - September 2015
Treesdale Partners November 2014 - February 2015
Native Nation Events November 2013 - January 2015
Alternative Asset Investment Management May 2014 - November 2014
Skills
Microsoft Office, Sales, Event Planning, PowerPoint, Hedge Funds, Cold Calling, Microsoft Excel, Marketing Strategy, Microsoft Word, Due Diligence, Social Networking, Lead Generation, Office Administration, Account Management, Commercial Real Estate, Conference Coordination, Website Updating, Google Docs, Team Leadership, Property, Agenda Development, Data Entry, Sponsorship Sales, Crowdfunding, Real Estate Transactions, Fixed Income Strategies, Fixed Income Analysis, Customer Service, Investments, Management, Public Speaking, Social Media
Education
Jacksonville University 2011 — 2015
Bachelor's degree, International Business
Bergen Catholic High School 2006 — 2010
Alternative Asset Investment Management July 2015 - August 2015
Citi October 2013 - January 2014
China Merchants Bank August 2013 - September 2013
China Merchants Bank July 2013 - August 2013
Zhuzhou Diyuan Powder Metallurgy Furnace Co., Ltd January 2012 - July 2013
Channel English Association May 2012 - June 2013
New Oriental Education & Technology Group (NYSE:EDU) June 2011 - September 2011
Skills
Analysis, Risk Management, Leadership, Access, Program Management, Corporate Finance, Bloomberg, Data Analysis, Financial Modeling, Microsoft Office, PowerPoint, Microsoft Excel, Financial Analysis, Eviews, DCF Valuation, Business Modeling, Linear Programming, Financial Statement..., Commercial Lending
Education
University of Rochester - William E. Simon Graduate School of Business Administration (CH) 2014 — 2015
Master of Science (M.S.), Finance, General, Dean's List
Hunan University 2010 — 2014
Bachelor of Economics, Finance, 3.74/4.00
Young Palate October 2014 - Present
J.P. Morgan November 2014 - May 2015
J.P. Morgan July 2013 - October 2014
J.P. Morgan July 2012 - June 2013
J.P. Morgan Chase August 2011 - July 2012
Sigma Phi Epsilon 2009 - 2010
Alternative Asset Investment Management September 2009 - December 2009
University of Southern California June 2009 - August 2009
City National Bank June 2008 - August 2008
Skills
Corporate Finance, Econometrics, Public Finance, Accounting, Economics, Microsoft Office, Excel, Word, Morningstar, Financial Analysis, Access, Microsoft Excel, Finance, Microsoft Word, PowerPoint, Financial Services, Market Research, Investment Banking, Bloomberg Terminal, Risk Management, Financial Markets, Management, Analysis, Strategy, Bloomberg, Business Analysis
Education
St. John's University 2007 — 2011
Economics, Emphasis in Finance
The University of Texas at Dallas 2010 — 2010
Accelerated Summer Courses, Management Information Systems & Corporate Finance
Universidad de Salamanca 2009 — 2009
Spanish Language and Literature
Beverly Hills High School 2003 — 2007
High School
Goldenfaith Fund Ltd. March 2011 - February 2012
Brown Brothers Harriman April 2010 - January 2011
Alternative Asset Investment Management February 2010 - April 2010
Marshall Business School May 2009 - July 2009
Financial Research Center of Wuhan University March 2007 - May 2008
China Construction Bank January 2007 - March 2007
Skills
Financial Modeling, Derivatives, Valuation, Corporate Finance, Financial Markets, Investments, Analysis, Finance, Due Diligence, Banking, Securities, Market Research, Accounting, Matlab
Education
University of Southern California 2008 — 2008
Master of Science
Wuhan University 2004 — 2008
Bachelor of Science
SFRi LLC August 2012 - February 2013
Alternative Asset Investment Management 2011 - 2011
Skills
Bloomberg, Microsoft Office, Microsoft Excel, M & A experience, Market Assessments, Business Planning, SPSS, SAS, @Risk, Capital IQ, SNL, WRDS, Microsoft Word, Sage Accounts, Risk Optimizer, Risk Management, Risk Analysis, Enterprise Risk..., VAR, Market Risk, Credit Risk
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2012
Master of Science (MS), Risk Management
Fujian Agriculture and Forestry University 2006 — 2010
Bachelor of Science (BS), Hospitality Administration/Management
Re:Sources May 2015 - Present
Chanel May 2011 - April 2015
Unilever July 2009 - May 2011
Alternative Asset Investment Management December 2008 - March 2009
Ogilvy 2008 - 2009
Baruch College 2006 - 2009
Applebee's May 2006 - July 2008
Merrill Lynch 2007 - 2008
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, Bloomberg, PowerPoint, Accounting, Financial Reporting, Access, Bloomberg Terminal, Microsoft Office, Microsoft Word, Mandarin, Valuation, Equities, Research, Economics, Fixed Income, Investments, Finance, Public Speaking
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance, Computer Information Systems
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelor of Business Administration, Finance and Investments
Macaulay Honors College at The City University of New York 2005 — 2009
Bachelor's Degree, Finance and Investments
State University of New York College at Brockport 2008 — 2008
Study Abroad - Gerace Research Centre, Marine Biology, Geology, and Hydrology
Benjamn N. Cardozo High School 2001 — 2005
Diploma, General Studies
CLS Group. March 2014 - Present
HSBC November 2012 - March 2014
Credit Suisse October 2010 - November 2012
Credit Suisse May 2009 - September 2010
24/7 Real Media Inc, February 2009 - May 2009
Credit Suisse May 2008 - August 2008
Alternative Asset Investment Management 2007 - 2007
Citi 2007 - 2007
Skills
SharePoint, SharePoint Designer, Equity Derivatives, CDS, IRS, ISDA, Green Belt, Series 7, Client Service, Settlements, Client Relationship..., Bloomberg, Trade Reconciliations, Corporate Actions, Process Flow, SIPOC, Process Control, Process Definition, Process Deployment, KRI/KPI, Dodd-Frank, RCSA, Project Management, Account Reconciliation, Settlement, Derivatives, Financial Risk, Financial Services, CRM, Hedge Funds, Portfolio Management, Client Services, Finance, Middle Office
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
Fan Stilian Noli 1990 — 1993
N/A
PwC June 2015 - Present
Kirkland & Ellis LLP October 2014 - May 2015
PwC September 2012 - October 2014
Dealogic October 2010 - October 2012
Dealogic November 2009 - October 2010
Royal Bank of Canada May 2009 - November 2009
Alternative Asset Investment Management January 2009 - May 2009
Kaplan 2008 - 2008
Robbins & Lloyd Mortgage 2008 - 2008
TCCP May 2006 - August 2007
Skills
Business Intelligence..., Business Strategy, Business Analysis, Analytics, Customer Relations, Financial Modeling, Investor Relations, Capital Markets, Investment Banking, Valuation, Financial Analysis, Private Equity, Alternative Investments, Mergers, Trading, Series 7, Emerging Markets, Corporate Finance, Industry Analysis, Strategic Planning, Competitive Analysis, Product Development, Spanish, Forecasting, Mergers & Acquisitions, Strategy, Finance
Education
Stevens Institute of Technology 2007 — 2009
Master of Science, Management
Instituto Tecnológico y de Estudios Superiores de Monterrey 1998 — 2001
High School
Ferris State University
Bachelor of Science, Finance
Morgan Stanley Smith Barney July 2008 - Present
Houlihan's Restaurant May 2007 - July 2008
Citigroup January 2007 - June 2007
Alternative Asset Investment Management May 2006 - September 2006
Education
Middlebury College
Rutgers University-New Brunswick
GlobeOp Financial Services Project Manager
Alternative Asset Investment Management October 2007 - January 2008
AXA Advisors March 2007 - July 2007
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
Bachelors, Finance
Deutsche Bank 2013 - Present
Deutsche Bank September 2010 - Present
Deutsche Bank June 2009 - August 2009
Escalate Now July 2008 - August 2008
Alternative Asset Investment Management July 2007 - August 2007
Toussaint Capital Partners July 2006 - August 2006
Education
State University of New York at Binghamton 2006 — 2010
Financial Economics, 3.9 / 4.0
J.P. Morgan November 2013 - Present
Freddie Mac January 2012 - November 2013
American Express January 2010 - December 2011
Alternative Asset Investment Management August 2009 - August 2009
American Express May 2009 - August 2009
Capital One January 2006 - July 2008
Skills
SQL, SAS, MATLAB, BlackRock Aladdin, Intex, VBA, Bloomberg, FactSet, R, C, CFA Level II Pass
Education
University of Michigan 2008 — 2009
MS, Financial Engineering
Purdue University 2002 — 2006
BS, Electrical Engineering
AIFAM, Inc August 2007 - Present
Porter, LeVay & Rose, Inc. April 2005 - July 2005
Alternative Asset Investment Management January 2005 - April 2005
AXA Financial, Inc September 2003 - February 2004
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment
Education
Fordham College at Lincoln Center New 2002 — 2005
B.A, Political Science
Boston College 2000 — 2002
Alternative Asset Investment Management July 2009 - October 2009
JW Management Consulting January 2009 - September 2009
Wall Street Financial Group September 2008 - December 2008
Merrill Lynch June 2008 - September 2008
Education
University of Rochester 2005 — 2009
Goldman Sachs June 2009 - August 2009
Citi Smith Barney January 2009 - May 2009
Alternative Asset Investment Management January 2009 - May 2009
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Bachelor of Science in Business Administration, Finance
Pace University - Lubin School of Business 2008 — 2009
BBA, Finance, Math
Beijing Language and Culture University 2007 — 2007
Chinese Language Certification, Chinese
Alternative Asset Investment Management December 2008 - Present
Optima Fund Management November 2006 - December 2008
Moody's Investors Service September 2004 - October 2006
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
MPA/Economics
Long Island University 1998 — 2002
BA, Economics
Sm Investors March 2014 - Present
Forex Signs Inc. April 2010 - September 2010
Alternative Asset Investment Management October 2009 - March 2010
First Investors July 2009 - September 2009
Education
City University of New York-Brooklyn College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General, 3.74/4
Cavalry Portfolio Services January 2012 - Present
Asta Funding, Inc June 2011 - January 2012
Pace University January 2010 - May 2011
Alternative Asset Investment Management June 2010 - September 2010
Marry Sharfine February 2007 - December 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Portfolio Management, Financial Reporting, Risk Management, capital, Business Strategy, Business Analysis, Equity Research, SQL
Education
Pace University - Lubin School of Business 2009 — 2011
MBA, Financial Management
Dharmsinh Desai Institute of Technology 2004 — 2008
BE, Electronics and Communication
AIG October 2014 - Present
AIG December 2012 - October 2014
Bank of America July 2012 - December 2012
Bank of America July 2010 - July 2012
Alternative Asset Investment Management September 2009 - December 2009
Merrill Lynch June 2009 - August 2009
Skills
Lotus Notes, Microsoft Excel, Visio, Report Writing, Corporate Communications, Internal Audit, Auditing, P&L reconciliation, Middle Office, Investments, Alternative Investments, Wealth Management, Corporate Finance, Accounting
Education
The College of New Jersey 2006 — 2010
Bachelor of Science (B.S.), Finance
Barclays February 2011 - Present
Alternative Asset Investment Management January 2010 - June 2010
Education
Stevens Institute of Technology
Master's degree
National Aviation University
Guardian Life February 2012 - Present
Guardian Life August 2011 - February 2012
MCV Photo February 2011 - June 2011
Alternative Asset Investment Management February 2010 - May 2010
The Spot Marketing February 2006 - June 2006
Skills
Forecasting, Month End Close, Budgeting, Financial Analysis, Business Analysis, Due Diligence, Risk Managment, Project Management, New Business Development, Oracle Applications, Asset Allocation, Strategic Planning, Microsoft Excel, PowerPoint, Visio, Hedge Funds, Marketing Strategy, Underwriting, Salesforce.com, Market Research, QuickBooks, Financial Services, Access, Tax Efficiency, Reinsurance, Revenue Forecasting, Risk Management
Education
City University of New York-Hunter College 2007 — 2010
B.A., Economics, Business Administration
BBVA September 2012 - Present
Societe Generale February 2012 - August 2012
Management Solutions July 2011 - February 2012
Nomura Securities June 2010 - August 2010
UBS Wealth Management June 2009 - August 2009
Alternative Asset Investment Management September 2008 - December 2008
Dynamic Accounting Services June 2008 - August 2008
Education
New York University - Leonard N. Stern School of Business 2007 — 2011
Bachelor of Science, Finance, Economics
East China Normal University 2009 — 2009
Stern's World Studies Track
University College London, U. of London 2009 — 2009
Stern's World Studies Track
Baldwin School of Puerto Rico 2003 — 2007
High School Diploma
Hudson November 2014 - Present
Sage Realty Corporation August 2014 - November 2014
Cohen Equities (PE fund focused on distressed commercial real estate and non-performing loans) August 2013 - August 2014
TLM Funds LLC (Real Estate Investment Fund) May 2012 - August 2013
Lloyds Banking Group September 2011 - December 2011
The Burgiss Group March 2011 - August 2011
The Burgiss Group January 2011 - March 2011
Alternative Asset Investment Management September 2010 - December 2010
ZTL Companies, Inc. (a boutique venture capital firm) June 2008 - August 2008
Skills
Argus, Valuation, DCF, Microsoft Excel, Financial Modeling, CMM (Commercial..., Foreclosures, Portfolio Management, Analysis, Investments, Mutual Funds, Bonds, Finance, Private Equity, Financial Structuring, Tax Liens, Financial Analysis, FX Options, Business Intelligence, Essbase, Oracle, Mergers & Acquisitions, Investment Banking, Corporate Finance, Capital Markets, Risk Analytics
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Business, Finance and Investment, Cum Laude
Investment Banking Institute 2011 — 2011
Intensive 4-week financial modeling and valuation training program, Finance
University of East London 2008 — 2009
Finance, Money and Banking, Economy, Summa Cum Laude
University of Maryland September 2014 - Present
New York University January 2014 - May 2014
United Nations November 2013 - May 2014
New York University September 2013 - December 2013
United Nations June 2013 - August 2013
Alternative Asset Investment Management February 2012 - April 2012
Agricultural Bank of China January 2012 - January 2012
Skills
Economic Research, Econometric Modeling, International Economics, Economic Development, Economics, Eviews, Stata, R, Minitab, Microsoft Office, VBA, Teaching
Education
University of Maryland College Park 2014 — 2019
Doctor of Philosophy (Ph.D.), Economics
New York University 2013 — 2014
Master of Arts (MA), Economics
New York University 2009 — 2013
Bachelor of Arts (BA), Economics, Magna Cum Laude
Alternative Asset Investment Management July 2014 - August 2014
Skills
Microsoft Office, Microsoft Word, PowerPoint, Strategic Planning, Customer Service, Outlook, Teamwork, Social Media, Financial Analysis, Event Planning, Analysis, Time Management, Accounting, EViews, Data Entry
Education
Queens College 2010 — 2015
Bachelor of Arts (B.A.), Economics
City University of New York-Queens College 2010 — 2014
Bachelor of Arts (B.A.), Economics
GCube Insurance Services, Inc September 2011 - Present
Chartis Insurance, WorldSource Division June 2010 - August 2010
Alternative Asset Investment Management June 2009 - August 2009
Education
Manhattan College 2007 — 2011
Bachelor's Degree, Finance (major); Financial Management Services (minor)