Asset Strategy Consultants
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Asset Strategy Consultants Employees
salesforce.com June 2014 - September 2015
Oracle June 2013 - June 2014
Genworth Financial June 2012 - August 2012
Tata Steel May 2012 - May 2012
Asset Strategy Consultants May 2011 - August 2011
Duke Interdisciplinary Initiative in Social Psychology Lab 2009 - 2010
Skills
Data Analysis, Stata, Valuation, Capital IQ, Economics, Management, Business Strategy, Market Research, Research, Microsoft Excel, Event Planning, Event Management, Microsoft Word, Econometrics, Microsoft Office, Fundraising, PHP, HTML 5, CSS, PowerPoint, Strategy
Education
Stanford University 2014 — 2014
Duke University 2009 — 2013
Bachelor of Science (BSc), Economics
Durham Academy 2006 — 2009
Mati Energy November 2014 - Present
Ipreo September 2013 - November 2014
Asset Strategy Consultants May 2012 - September 2012
Diversified Information Technologies June 2011 - August 2011
Skills
Finance, Financial Modeling, Microsoft Excel, Microsoft Office, Microfinance, Leadership, Corporate Communications
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelors of Finance, Finance, Economics, Chinese
Wyoming Seminary College Prep 2007 — 2009
Maryland State Retirement and Pension System December 2014 - Present
Asset Strategy Consultants May 2012 - November 2014
Brown Advisory December 2009 - May 2012
Legg Mason March 2005 - December 2009
Skills
Private Equity, Asset Allocation, Investments
Education
The Johns Hopkins University - Carey Business School 2006 — 2008
Graduate Certificate, Investments
Franklin & Marshall College 1999 — 2003
BA, History
Barton Associates Inc. February 2012 - Present
The Medalist Group March 2007 - February 2012
ASSET STRATEGY CONSULTANTS May 2008 - July 2008
AMERICANA KITCHEN GALLERY May 2004 - May 2007
Skills
Marketing, Sales, Social Networking, Microsoft Office, Account Management, Advertising, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Salesforce.com, Training, Recruiting, Cold Calling, New Business Development, Management, Leadership, CRM, Human Resources, Negotiation, Networking, Temporary Placement, Temporary Staffing, Selling, Healthcare
Education
Florida Atlantic University 2006 — 2009
Bachelor's Degree, History
Florida Atlantic University 2005 — 2009
Bachelor's Degree, History, 3.5-A
Palm Beach Community College 2003 — 2006
Associate's degree, History
Total Recovery Now, Inc. November 2011 - Present
Florida Micro February 2010 - February 2012
Accountemps May 2009 - May 2009
Asset Strategy Consultants June 2007 - May 2008
Overseas Service Corp October 2005 - May 2007
Banyan Property Management March 2005 - September 2005
Caribbean Property Management September 2003 - March 2005
Skills
QuickBooks, Accounts Payable, Accounts Receivable, Account Reconciliation, Microsoft Excel, Accounting, Journal Entries, Outlook, Invoicing, Access, Microsoft Word, Training, Cash Flow, Financial Statements, Word, Power Point, Qualitative Research, Bookkeeping
Education
Palm Beach State College 2010 — 2011
Teaching Program
Florida Atlantic University 1997 — 2000
BS, ACCOUNTING
Palm Beach Community College 1996 — 1997
Associate’s Degree, Accounting, 4.0
Asset Strategy Consultants January 2013 - Present
Stanley Black & Decker, Inc. March 2010 - August 2012
Black & Decker July 2007 - March 2010
Black & Decker September 2000 - July 2007
Black & Decker 1996 - September 2000
Black & Decker 1992 - 1996
C.N. Robinson Lighting Supply Co. 1990 - 1992
United States Fidelity & Guaranty Co. 1989 - 1990
Macro Systems, Inc. 1986 - 1988
Skills
Pension Portfolio Design, Pension Investment..., Investment Policy..., Hedge Design and..., Foreign Currency, Process Improvements, Contract Negotiation, Systems Implementation, Project Management, Coaching and Staff..., Risk Management, Business Strategy, Investments, Portfolio Management, Financial Risk, Mergers, Due Diligence, Corporate Finance, Mergers & Acquisitions, Management, Trading, Budgets, FX Options, Investment Management
Education
University of Maryland College Park 1987 — 1989
MBA, Finance, General
University of Maryland College Park 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General
FTI Consulting May 2015 - Present
ECG Management Consultants, Inc. February 2014 - April 2015
ECG Management Consultants, Inc. June 2013 - February 2014
MEDNAX December 2011 - July 2012
MEDNAX December 2009 - December 2011
Asset Strategy Consultants September 2008 - December 2009
Castle Wealth Management March 2008 - August 2008
Skills
Healthcare Consulting, Valuation, Financial Modeling, Financial Analysis, Due Diligence, Healthcare, Finance, Business Analysis, Mergers & Acquisitions, Strategic Planning, Revenue Cycle, Microsoft Excel, PowerPoint, Corporate Finance, Data Analysis, Forecasting, Analysis, Investments
Education
Southern Methodist University 2012 — 2014
Master of Business Administration (MBA)
Florida Atlantic University 2007 — 2008
Bachelor of Business Administration (BBA)
Kansas City University of Medicine and Biosciences 2004 — 2007
Iowa State University 1999 — 2004
Bachelor of Arts (B.A.)
Millennium Management October 2014 - Present
Asset Strategy Consultants June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Teamwork, Financial Modeling, Finance, Time Management, Research
Education
Loyola University Maryland 2013 — 2014
Master of Business Administration (MBA), General Studies
Loyola University Maryland 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
McCoy College of Business August 2014 - Present
Student Learning Assistant Center (SLAC) January 2014 - Present
Asset Strategy Consultants May 2015 - August 2015
CFA Institute November 2014 - April 2015
BAW Inc. May 2013 - August 2013
Skills
Finance, Accounting, Statistics, Vietnamese, Microsoft Excel, Financial Modeling, Fixed Income, Equity Research, Economics, Applied Mathematics, Academic Tutoring, Team Leadership, Communication, Teamwork, Public Speaking, Time Management, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word
Education
Texas State University-San Marcos 2013 — 2015
Bachelor's Degree, Finance, General, 3.8
FiscalNote September 2015 - Present
Georgetown University Computer Science Department December 2013 - Present
Facebook May 2015 - August 2015
Georgetown University Computer Science Department January 2014 - May 2015
Hilltop Consultants September 2013 - December 2014
Elder Research, Inc. May 2014 - August 2014
Georgetown University's McDonough School of Business May 2014 - August 2014
Asset Strategy Consultants May 2013 - August 2013
Skills
Data Analysis, Research, C++, Java, Python, R, SQL, Machine Learning, Data Science, Analytics, HTML, Portfolio Management, Spanish, Marketing Strategy, WordPress, Entrepreneurship, CSS, JavaScript, D3.js, PostgreSQL
Education
Georgetown University 2012 — 2016
Bachelor of Science (B.S.), Computer Science, Quantitative Finance
Acton Boxborough Regional High School 2008 — 2012
T. Rowe Price July 2014 - Present
TechnoServe January 2014 - June 2014
T.Rowe Price January 2012 - December 2013
Asset Strategy Consultants July 2010 - December 2011
Asset Strategy Consultants July 2006 - August 2010
UBS Financial Services September 2005 - December 2005
Kam Surface Technologies July 2002 - August 2004
Skills
Manager Selection, Equity Research, Wealth Management
Education
Rochester Institute of Technology 2004 — 2006
MS, Finance
University of Mumbai 1998 — 2002
Bachelors, Electrical Engineering (EE)
Alpha Phi International Fraternity June 2010 - Present
Alpha Phi International Fraternity April 2010 - June 2012
Asset Strategy Consultants March 2008 - March 2010
Gray & Company September 2001 - February 2008
CIGNA Healthcare March 2000 - November 2000
Hewitt Associates April 1999 - February 2000
401k Forum September 1997 - December 1998
Watson Wyatt May 1995 - June 1997
Skills
Fundraising, Strategic Planning, Budgets, Event Planning, Financial Analysis, Finance, Research, Marketing, Investment Management, Project Management, Volunteer Management, Social Media, PowerPoint, Leadership, Event Management
Education
Columbia Theological Seminary 2012 — 2015
Master of Divinity (MDiv)
Mercer University - Stetson School of Business and Economics 2006 — 2007
MBA
Georgia State University - J. Mack Robinson College of Business 1993 — 1995
BBA, Finance
Emory University 1990 — 1992
French & Anthropology
Johns Hopkins University Carey Business School 2006 - Present
Asset Strategy Consultants 2001 - Present
The Chadwick Group, Inc November 1999 - Present
MDDF 2004 - 2014
Skills
Strategic Planning, Mutual Funds, Retirement Planning, Series 63, Securities, Leadership, Public Speaking, Retirement, Fixed Annuities, Investments, Program Management, 401k, Investment Advisory
Education
University of Virginia - Darden Graduate School of Business Administration 1981 — 1981
Certificate, Business Executive Program (TEP)
University of Maryland School of Law 1970 — 1975
Doctor of Law (J.D.)
Washington and Lee University 1965 — 1969
Bachelor of Arts (B.A.)
Penney Retirement Community May 2013 - Present
Freelance / Full Charge Bookkeeper June 2012 - May 2013
Taylor & Wainio, PA February 2012 - June 2012
James & Harris, CPA's February 2011 - February 2012
Palm Beach Golf Center, Inc. September 2008 - July 2010
Asset Strategy Consultants February 2003 - June 2008
Wallace Accounting & Tax Services May 2002 - February 2003
Various CPA's August 1996 - May 2002
Skills
Accounting, Tax, Financial Reporting, Accounts Payable, Financial Accounting, Financial Analysis, Cash Management, Payroll, Account Reconciliation
Education
Florida Atlantic University 1990 — 1992
BS, Accounting
Stetson University 1972 — 1976
Bachelor of Arts, Spanish
Asset Strategy Advisors, LLC January 2006 - Present
Asset Strategy Consultants January 2008 - Present
Envestnet Retirement Solutions February 2013 - Present
Retirement Advisors & Designers of America January 2008 - April 2011
Skills
401k, Wealth Management, Asset Management, Financial Planning, Fiduciary Consulting, 403b, Investment Advisory, Retirement Plan..., ERISA, Strategic Financial...
Education
Allianz Center for Behavioral Finance 2012 — 2012
Certified Behavioral Finance Analyst, Behavior Finance
Thunderbird School of Global Management 2012 — 2012
Certificate in Fiduciary Governance, Global Leadership
Saint Anselm College
Bachelor of Arts (BA), Financial Economics
Self-employed March 2001 - Present
Asset Strategy Consultants April 1998 - February 2001
Wilshire Associates July 1994 - March 1998
Skills
Investments, Asset Allocation, Financial Modeling, Valuation, Finance, Financial Advisory, Actuarial Science, Life Insurance, Fixed Annuities, Defined Benefit
Education
Pennsylvania State University
Bachelor’s Degree, Mathematics
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Finance, General
Asset Strategy Consultants July 2006 - Present
M&T Bank September 1993 - July 2006
Skills
Investments, 401k, Hedge Funds, Asset Management, Wealth Management, Microsoft Office, Investment Advisory, Asset Allocation, Retirement, Microsoft Excel, Retirement Planning, Strategic Financial..., Pensions, Portfolio Management, Alternative Investments, Investment Strategies, Private Equity, Mutual Funds, Financial Services
Education
Harrisburg Area Community College 2010 — 2016
Currently obtaining my ASN (Associates Science of Nursing), Registered Nursing/Registered Nurse
Yorktowne Business Institute 1987 — 1989
Associates, Business Admin/Accounting