Austen Morris Associates

Industry: Financial planning company

Description

Austen Morris Associates, Ltd is an international financial planning and wealth management company providing financial consultancy and advice on international investment structures, long-term financial ... Founded: 1994 Founders: Austen Hempstead, Greg Morris Headquarters: China, South Africa

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Austen Morris Associates Employees

Employee
Years
Job
Industry
Jonathan Enriquez Jonathan Enriquez New York, New York Details
Jonathan Enriquez's Austen Morris Associates Experience February 2010 - November 2010
Job Founder of PDQ Sourcing
Industry Outsourcing/Offshoring
Experience
PDQ Sourcing   February 2013 - Present
ET2C International   January 2011 - September 2012
Austen Morris Associates   February 2010 - November 2010
Shui On Land  2009 - August 2010
Tamacani S.A. de C.V   January 2003 - January 2008

Skills
Spanish, Competitive Analysis, Marketing, Mandarin, International Marketing, Negotiation, Business Strategy, New Business Development, International Sales, Project Management, Business Analysis, International Trade, Management, Team Management, Portfolio Management

Education
University of Phoenix   2004 — 2008
Business Finance, Business Administration

Saint Clair College
Business finance

Bellevue College
Media Communications

Emil Nazaretyan Emil Nazaretyan Greater Los Angeles Area Details
Emil Nazaretyan's Austen Morris Associates Experience January 2010 - December 2010
Job Personal Banker I at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank  March 2011 - April 2012
Austen Morris Associates   January 2010 - December 2010
Century 21  March 2010 - October 2010
Independent Capital Management  September 2008 - September 2009
International Outreach Project/UCLA American Medical Students Association   October 2004 - March 2005

Skills
Wealth Management, Investments, Insurance, Financial Advisory

Education
Fudan University   2008 — 2008
Finance and Economics

University of California, Riverside   2004 — 2008
BSc, Business Administration/ Finance

Sallie Baxter Sallie Baxter Dallas, Texas Details
Sallie Baxter's Austen Morris Associates Experience October 2011 - June 2012
Job MBA Candidate 2017, SMU Cox School of Business
Industry Marketing and Advertising
Experience
Heritage Auctions  January 2014 - May 2015
Slow Boat Brewery   July 2012 - June 2013
Austen Morris Associates   October 2011 - June 2012
Hillwood  July 2011 - September 2011
CSCIEE English Immersion Program   September 2010 - June 2011
Commerce Title Company  May 2010 - August 2010
Bear Stearns, a division of J.P. Morgan   May 2009 - August 2009
Country Music Association  January 2009 - April 2009
Citi Smith Barney  May 2008 - August 2008

Skills
Mandarin, Investments, PowerPoint, International Marketing, Due Diligence, Microsoft Excel, Qualitative Research, Finance, Business Strategy, Marketing, Economics, Spanish, Marketing Strategy, Financial Analysis, Business Development

Education
Southern Methodist University - Cox School of Business   2015 — 2017
Master of Business Administration (M.B.A.), Strategy, Finance

Vanderbilt University   2006 — 2010
Bachelors of Science, Human and Organizational Development, Economics

Eva Poon Eva Poon San Francisco Bay Area Details
Eva Poon's Austen Morris Associates Experience September 2013 - December 2013
Job Global Wealth Retirement Solutions Alternative Investments Platforms Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  July 2015 - Present
Merrill Lynch  June 2014 - August 2014
Austen Morris Associates   September 2013 - December 2013
Enthuse  May 2013 - August 2013
Smith College  January 2013 - May 2013
Smith College  December 2011 - May 2013
Gold Key - Smith College   December 2011 - May 2013

Education
Smith College   2011 — 2015
Bachelor of Arts (BA)

UCL   2014 — 2014

Shanghai University of Finance and Economics   2013 — 2014

Emma Wells Emma Wells Greater New York City Area Details
Emma Wells's Austen Morris Associates Experience September 2012 - December 2012
Job Fund Financial Associate at Vanguard
Industry Financial Services
Experience
Vanguard  June 2014 - Present
New York Life Insurance Company  May 2013 - September 2013
Austen Morris Associates   September 2012 - December 2012

Skills
Mandarin, Chinese history, Data Analysis, International Economics, Public Speaking, Marketing Strategy, Investments, Event Planning, Applied Mathematics, Leadership, Time Management

Education
Gettysburg College   2010 — 2014
Economics, Chinese Studies

Wall High School   2006 — 2010
High School Diploma, 3.96

Craig Elkin Craig Elkin San Francisco, California Details
Craig Elkin's Austen Morris Associates Experience October 2009 - November 2009
Job Associate Operations Manager @walmart.com
Industry Retail
Experience
Walmart eCommerce  October 2014 - Present
Walmart eCommerce  July 2013 - September 2014
Walmart  August 2012 - August 2013
Walmart  January 2012 - June 2012
ExxonMobil  July 2011 - August 2011
Walmart  January 2011 - May 2011
Broad & Bright   December 2009 - January 2010
Austen Morris Associates   October 2009 - November 2009
Alliance Development Group   June 2009 - September 2009
Crane House Asia Institute   July 2008 - August 2008

Skills
Business Intelligence, Multi-channel Marketing, Cross-functional Team..., Multicultural Teams, Retail Industry, Innovation, Client Communication, China, Chinese, Asian Studies, Working Abroad, Entrepreneurship, Social Networking, Presenter, Writing, International Business, Competitive Analysis, Translation, Technical Translation, MS Office Suite, Excel, Digital Marketing, Business Plan..., Venture Capital, Legal Translation, International Trade, International Marketing, Cross Selling, Cross-cultural Training, Virtual Teams, Cross-channel Marketing, Microsoft Excel, Microsoft Office, SQL, Data Analysis, Reporting & Analysis, Metrics Reporting, Newsletters, Presentations, Customer Service, Process Improvement, Project Management, Multi-channel Retail, Retail, Supply Chain Management, Teradata Data Warehouse, Process Automation, Vlookup, Pivot Tables

Education
Thunderbird School of Global Management   2008 — 2011
MBA, Marketing and Entrepreneurship

The George Washington University   2004 — 2007
BA, Asian Studies, Chinese Language

Capital University of Economics and Business   2006 — 2006
Certificate, Chinese Language

duPont Manual High School   2000 — 2004
High School Degree

Adam Steven Fogerson Adam Steven Fogerson Raleigh-Durham, North Carolina Area Details
Adam Steven Fogerson's Austen Morris Associates Experience 2007 - 2010
Job
Industry Public Relations and Communications
Experience
BlueStar AMG   2011 - 2012
Montpelier Group  2010 - 2011
Austen Morris Associates   2007 - 2010
Esquel Group  2003 - 2010
Temple Bar International   2007 - 2007
Guam Legislature  2001 - 2003
Marianas Variety  2000 - 2001
Netivation.com   1999 - 2000
Paine Webber  1993 - 1994
RBC Dain Rauscher (frmrly Sutro & Co.)   1992 - 1992

Skills
Creativity, Perception Management, Political Communication, Versatile Writer, Strategic Communications, Fundraising, Grassroots Mobilization, Event Management, Media Relations, Copywriting, Journalism, Business Development, Wealth Management, Strategic Financial..., Portfolio Management, Corporate Communications, Recruiting, Grassroots Organizing, Entrepreneurship, Politics, Strategy, Social Media, Leadership, Business Strategy

Education
California State University-Chico   1988 — 1995
BA, Political Science/Journalism

Fiona Deng Fiona Deng Boston, Massachusetts Details
Fiona Deng's Austen Morris Associates Experience September 2014 - December 2014
Job
Industry
Experience
Osborn Financial Group   December 2013 - May 2015
Austen Morris Associates   September 2014 - December 2014
Sun Life Financial  June 2014 - August 2014

Skills
Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Access, Teamwork, Research, Leadership, Time Management, Account Reconciliation, Social Media Marketing, QuickBooks, Tax Preparation, Outlook, Lotus Notes, SAP, Oracle, Process Modeling

Education
Bentley University   2011 — 2015

Shanghai University of Finance and Economics   2014 — 2014
Study Abroad Program, International Business

Boston Latin School   2005 — 2011
High School

Stephanie Maitre Stephanie Maitre South Hadley, Massachusetts Details
Stephanie Maitre's Austen Morris Associates Experience February 2014 - May 2014
Job Marketing Specialist at ITW Paslode
Industry Civic & Social Organization
Experience
ITW Paslode  September 2015 - Present
Girls Inc.  September 2014 - May 2015
Mount Holyoke College  August 2011 - May 2015
The Posse Foundation  December 2010 - May 2015
Royal Caribbean Cruises, Ltd.   June 2014 - August 2014
Harvard Business School  June 2014 - June 2014
Austen Morris Associates   February 2014 - May 2014
Holyoke Department of Planning and Economic Development   September 2013 - December 2013
Mount Holyoke College  August 2012 - May 2013
Catalyst Miami  May 2012 - July 2012

Skills
Social Justice, Social Media, Youth Mentoring, Leadership Development, Teaching, Non-profits, Leadership, Microsoft Office, Foreign Languages, Event Planning, Training, Microsoft Excel, Nonprofits, Program Management, Grant Writing, Community Outreach, Fundraising, Program Development, Volunteer Management, Research, Program Evaluation, Policy Analysis, SPSS, Qualitative Research

Education
Shanghai University of Finance and Economics
International Business, Mandarin

Mount Holyoke College   2011 — 2015
Bachelor's degree, Urban Studies/Affairs

Beijing Language and Culture University
Chinese Language and Culture

New World School of the Arts   2007 — 2011
Vocal music

Trent Hennessy-York Trent Hennessy-York San Francisco, California Details
Trent Hennessy-York's Austen Morris Associates Experience May 2009 - August 2009
Job Associate Global Investment Control at Capital Group
Industry Financial Services
Experience
Capital Group  February 2015 - Present
Standard & Poor's   May 2012 - February 2015
Community Services Agency - Nevada Community Action Association   October 2009 - May 2012
Austen Morris Associates   May 2009 - August 2009
Nevada Assemblyman Chad Christensen   September 2005 - November 2006

Skills
Analysis, Financial Analysis, Financial Modeling, Microsoft Office, Public Speaking, Strategic Planning, Nonprofits, Management, Research, Portfolio Management, Financial Reporting, Corporate Finance, Training, Credit Analysis, Financial Services, Bloomberg Terminal

Education
University of Nevada-Reno   2009 — 2011
Bachelors of Science in Business Administration, Finance, Minor in Economics

Shanghai University   2008 — 2009
Chinese Studies, Finance

Boosung Kim Boosung Kim Greater Atlanta Area Details
Boosung Kim's Austen Morris Associates Experience August 2011 - December 2011
Job CEO at Hopp
Industry Financial Services
Experience
Hopp   November 2014 - Present
Seward and Markson   July 2013 - November 2013
Jacabee   July 2012 - January 2013
Midtown Consulting Group  2013 - 2013
Austen Morris Associates   August 2011 - December 2011

Skills
Cold Calling, Business Networking, New Business Development, Database Design, Entrepreneurship, Business Development, CRM, Marketing, Marketing Strategy, Chinese, Economics, Mandarin, Team Leadership, Social Media Marketing, Customer Service, International Business

Education
Georgia Institute of Technology   2009 — 2014
Bachelor Science of Business Administration, Finance

Georgia Institute of Technology   2009 — 2014
Minor, Chinese

Shanghai Jiao Tong University   2011 — 2011
Certificate in Business Chinese

Northview High School   2005 — 2009

Jeff Montagna Jeff Montagna New York, New York Details
Jeff Montagna's Austen Morris Associates Experience October 2008 - December 2008
Job Private Equity
Industry Venture Capital & Private Equity
Experience
Navidar Group   June 2011 - August 2011
Swiss Park   January 2009 - May 2010
Austen Morris Associates   October 2008 - December 2008
metroPCS  August 2006 - August 2008
Trapani, Hartwick & Dickens   January 2006 - May 2006

Skills
Financial Modeling, Corporate Finance, Data Analysis, Excel, PowerPoint, New Business Development, International Business, Business Development, Financial Analysis, Start-ups, Business Intelligence, Due Diligence, Mergers, Team Leadership, Business Strategy, Business Planning, Mergers & Acquisitions, Economics, Valuation, Budgets, Entrepreneurship, Sales, Business Valuation, Finance, Investments, Negotiation, Private Equity, Management, Project Planning, Risk Management, Accounting, DCF, Financial Reporting, Strategy, Microsoft Excel, Acquisitions, Forecasting, Strategic Planning, Change Management, Contract Negotiation, Process Improvement, Cross-functional Team..., SaaS, Strategic Financial..., Leadership, Market Research, Competitive Analysis, Team Management, Strategic Partnerships

Education
IE Business School (Instituto de Empresa)   2010 — 2011
Master of Business Administration, Finance & Economics

University of Southern California   2002 — 2006
Bachelor of Science (BSc), Accounting

Santa Margarita Catholic High School

Shannon Dardashti Shannon Dardashti New York, New York Details
Shannon Dardashti's Austen Morris Associates Experience June 2009 - August 2010
Job Client Solutions at Rocket Fuel
Industry Marketing and Advertising
Experience
Rocket Fuel Inc. (formerly [x+1])   January 2012 - Present
Practising Law Institute  March 2011 - January 2012
Austen Morris Associates   June 2009 - August 2010
Deutsche Bank  March 2008 - March 2009
Merrill Lynch  2007 - 2007

Skills
Online Advertising, Brand Management, Market Research, Social Networking, Social Media, Salesforce.com, Email Marketing, Budgets, New Business Development, Advertising, Event Planning, Marketing Strategy, PPC, Analytics, Sales, Business Development, SEO, Web Design, Google Analytics, Business Strategy, Management, Marketing, Social Media Marketing, Digital Marketing, Mobile Marketing, CRM, Public Relations, Account Management, Display Advertising, Competitive Analysis, E-commerce, Online Marketing, Market Planning, Direct Marketing, Lead Generation, Digital Media, Integrated Marketing, Digital Strategy, Direct Mail, Analysis, Web Analytics, Strategic Partnerships, SEM, Strategy, Customer Acquisition, Behavioral Targeting

Education
University of Cambridge
Certificate of International Business

Loyola Marymount University
BBA, Double Concentration in International Business + Finance

Joseph Goldstein Joseph Goldstein Washington D.C. Metro Area Details
Joseph Goldstein's Austen Morris Associates Experience October 2011 - March 2012
Job Payments Technology
Industry Venture Capital & Private Equity
Experience
Simplifinance (Citi Accelerator)   August 2013 - Present
DreamIt Ventures  June 2013 - August 2013
Integrative Finance Ventures (Equities & Derivatives Trading Firm)   June 2012 - August 2012
Austen Morris Associates   October 2011 - March 2012
Lotame  January 2011 - March 2011

Skills
Entrepreneurship, Start-ups, New Business Development, Market Research, Payments, FinTech, Public Speaking, Payment Cards, Marketing Strategy, Leadership, Research, Advertising, Economics, Mandarin, Investments

Education
University of Maryland College Park   2009 — 2013
BS Economics, East Asian Studies, Graduate

Fudan University   2011 — 2012
Undergraduate, Management Science, Economics

Shirley Xue Yang Shirley Xue Yang Greater New York City Area Details
Shirley Xue Yang's Austen Morris Associates Experience July 2009 - August 2009
Job Tax Consultant at Deloitte
Industry Accounting
Experience
Deloitte  March 2015 - Present
CA Technologies  July 2013 - February 2015
Overseas Private Investment Corporation  June 2012 - August 2012
Food Bank For New York City  February 2012 - April 2012
Zimmer, China   January 2011 - June 2011
Standard Chartered Bank, Shanghai Branch   July 2010 - August 2010
Austen Morris Associates   July 2009 - August 2009
Marriott Executive Apartments  July 2008 - August 2008
Marriott Executive Apartments  July 2008 - August 2008

Skills
MS Office tools, Accounting, Financial Analysis, Financial Reporting, Auditing, Sarbanes-Oxley Act, Microsoft Excel, PowerPoint, Corporate Finance, Microsoft Word, SAS, Forecasting, Microsoft Office, Financial Accounting, Analysis, Tax

Education
Fordham University - Graduate School of Business Administration   2011 — 2013
Master's degree, Accounting, 4.0

Shanghai Finance University   2007 — 2011
Bachelor's degree, Financial Management

Université catholique de Lyon   2009 — 2009
International Business Program

Hanna Oh Hanna Oh Seattle, Washington Details
Hanna Oh's Austen Morris Associates Experience November 2013 - June 2014
Job Project Assistant at UNDP
Industry Public Relations and Communications
Experience
UNDP  September 2014 - Present
Austen Morris Associates   November 2013 - June 2014
Downtown Emergency Service Center  January 2010 - June 2013
World Vision  June 2012 - January 2013
UBELONG  July 2012 - August 2012

Skills
Foreign Languages, Experience Working with..., Travel, Non-profit Volunteer

Education
Shanghai University of Finance and Economics   2013 — 2016
Master's degree, Finance and Economics

University of Washington   2009 — 2013

Sichuan University   2011 — 2012
Chinese