Babson College Fund
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Babson College Fund Employees
Employee
Years
Job
Industry
Andrew Baker, CAIA Andrew Baker, CAIA's Babson College Fund Experience January 2013 - December 2013
Job Senior Associate at Investor Group Services (IGS)
Industry Venture Capital & Private Equity
Experience
Investor Group Services (IGS) February 2015 - Present
ThirdChannel January 2015 - February 2015
Nuance Communications February 2014 - June 2014
Walnut Venture Associates May 2013 - May 2014
Brook Venture Partners September 2013 - December 2013
Babson College Fund January 2013 - December 2013
Boston Millennia Partners June 2013 - August 2013
Athena Capital Advisors July 2010 - June 2012
Athena Capital Advisors April 2007 - July 2010
Investors Bank & Trust June 2006 - April 2007
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Investments, Capital IQ, Bloomberg, Venture Capital, Asset Allocation, Tactical Asset..., Asset Management, Portfolio Hedging, Private Equity, Bonds, Equities, Options, Finance, Fixed Income, Due Diligence, Corporate Finance, Investment Banking, Trading, Entrepreneurship, Mutual Funds, Equity Research, Investment Management, Emerging Markets, Valuation, Financial Modeling, Equity Valuation, Financial Advisory, Wealth Management, Investor Relations, Corporate Development, Angel Investing, Mergers, Start-ups, Capital, Mergers & Acquisitions
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Cum Laude
Connecticut College 2002 — 2006
BA, Economics, Math, Music
The Tuck School of Business at Dartmouth 2005 — 2005
Summer Bridge Program, Corporate Finance, Marketing, Accounting
The Wheeler School 1999 — 2002
Investor Group Services (IGS) February 2015 - Present
ThirdChannel January 2015 - February 2015
Nuance Communications February 2014 - June 2014
Walnut Venture Associates May 2013 - May 2014
Brook Venture Partners September 2013 - December 2013
Babson College Fund January 2013 - December 2013
Boston Millennia Partners June 2013 - August 2013
Athena Capital Advisors July 2010 - June 2012
Athena Capital Advisors April 2007 - July 2010
Investors Bank & Trust June 2006 - April 2007
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Investments, Capital IQ, Bloomberg, Venture Capital, Asset Allocation, Tactical Asset..., Asset Management, Portfolio Hedging, Private Equity, Bonds, Equities, Options, Finance, Fixed Income, Due Diligence, Corporate Finance, Investment Banking, Trading, Entrepreneurship, Mutual Funds, Equity Research, Investment Management, Emerging Markets, Valuation, Financial Modeling, Equity Valuation, Financial Advisory, Wealth Management, Investor Relations, Corporate Development, Angel Investing, Mergers, Start-ups, Capital, Mergers & Acquisitions
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Cum Laude
Connecticut College 2002 — 2006
BA, Economics, Math, Music
The Tuck School of Business at Dartmouth 2005 — 2005
Summer Bridge Program, Corporate Finance, Marketing, Accounting
The Wheeler School 1999 — 2002
Sri Krishnamurthy, CFA, CAP Sri Krishnamurthy, CFA, CAP's Babson College Fund Experience May 2006 - May 2007
Job Founder of QuantUniversity.com
Industry Financial Services
Experience
Northeastern University January 2014 - Present
QuantUniversity LLC. June 2013 - Present
Babson College September 2012 - Present
The MathWorks April 2008 - May 2013
Endeca May 2006 - April 2008
Adaptive Edge Capital, Inc. June 2007 - December 2007
Babson College Fund May 2006 - May 2007
Citigroup February 2005 - April 2006
PTC November 2001 - February 2005
Larsen & Toubro Limited September 1997 - August 1999
Skills
Analytics, Financial Modeling, Optimization, Trading Systems, Quantitative Finance, Machine Learning, Parallel and..., Optimizations, Time Series Analysis, Algorithms, Matlab, Software Development, Auctions, Energy Trading, Java, Business Intelligence, Bloomberg, Monte Carlo Simulation, Data Analysis, Derivatives, Statistics, Quantitative Analytics, Commodity Markets, Fixed Income, Big Data
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance, Graduated with Summa Cum Laude Honors, Ranked 3rd in the Class
Northeastern University 2002 — 2005
Master of Science, Computer Science
Northeastern University 1999 — 2001
Master of Science, Computer Systems Engineering
Bangalore University 1993 — 1997
Bachelor of Engineering, Mechanical Engineering
Northeastern University January 2014 - Present
QuantUniversity LLC. June 2013 - Present
Babson College September 2012 - Present
The MathWorks April 2008 - May 2013
Endeca May 2006 - April 2008
Adaptive Edge Capital, Inc. June 2007 - December 2007
Babson College Fund May 2006 - May 2007
Citigroup February 2005 - April 2006
PTC November 2001 - February 2005
Larsen & Toubro Limited September 1997 - August 1999
Skills
Analytics, Financial Modeling, Optimization, Trading Systems, Quantitative Finance, Machine Learning, Parallel and..., Optimizations, Time Series Analysis, Algorithms, Matlab, Software Development, Auctions, Energy Trading, Java, Business Intelligence, Bloomberg, Monte Carlo Simulation, Data Analysis, Derivatives, Statistics, Quantitative Analytics, Commodity Markets, Fixed Income, Big Data
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance, Graduated with Summa Cum Laude Honors, Ranked 3rd in the Class
Northeastern University 2002 — 2005
Master of Science, Computer Science
Northeastern University 1999 — 2001
Master of Science, Computer Systems Engineering
Bangalore University 1993 — 1997
Bachelor of Engineering, Mechanical Engineering
Walter S. Wilms Walter S. Wilms's Babson College Fund Experience January 2015 - Present
Job Portfolio Manager, Industrials Team at Babson College Fund. MBA Candidate Class of 2016 at Babson College
Industry Investment Management
Experience
Kawa Capital Management July 2015 - Present
Babson College Fund January 2015 - Present
Babson College July 2014 - Present
SSS Participações April 2010 - July 2014
Hollander Wealth Management Consulting October 2012 - December 2012
Silveiro Advogados March 2009 - January 2010
Skills
Corporate Finance, Investments, Finance, Business Strategy, Business Planning, Capital Markets, Mergers & Acquisitions, Valuation, Microsoft Excel, Strategic Planning
Education
Pontifícia Universidade Católica do Rio Grande do Sul 2005 — 2011
Bacharel, Direito
Babson College
Kawa Capital Management July 2015 - Present
Babson College Fund January 2015 - Present
Babson College July 2014 - Present
SSS Participações April 2010 - July 2014
Hollander Wealth Management Consulting October 2012 - December 2012
Silveiro Advogados March 2009 - January 2010
Skills
Corporate Finance, Investments, Finance, Business Strategy, Business Planning, Capital Markets, Mergers & Acquisitions, Valuation, Microsoft Excel, Strategic Planning
Education
Pontifícia Universidade Católica do Rio Grande do Sul 2005 — 2011
Bacharel, Direito
Babson College
Kelly Clement, CFA Kelly Clement, CFA's Babson College Fund Experience September 2010 - May 2011
Job Investment Analyst at Consolidated Investment Group
Industry Investment Management
Experience
Consolidated Investment Group December 2013 - Present
Raymond James & Associates, Inc September 2011 - December 2013
Headwaters MB June 2011 - August 2011
Babson College Fund September 2010 - May 2011
Crowninshield Financial Research, LLC November 2010 - March 2011
Carlson Advisors, LLC September 2006 - May 2010
Skills
Accounting, Data Analysis, Finance, Financial Analysis, Financial Modeling, Investments, Mergers, Portfolio Management, Valuation, Equity Research, Management, Strategic Planning, Corporate Finance, Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
MBA
University of Notre Dame 2003 — 2006
BS, Accountancy
Consolidated Investment Group December 2013 - Present
Raymond James & Associates, Inc September 2011 - December 2013
Headwaters MB June 2011 - August 2011
Babson College Fund September 2010 - May 2011
Crowninshield Financial Research, LLC November 2010 - March 2011
Carlson Advisors, LLC September 2006 - May 2010
Skills
Accounting, Data Analysis, Finance, Financial Analysis, Financial Modeling, Investments, Mergers, Portfolio Management, Valuation, Equity Research, Management, Strategic Planning, Corporate Finance, Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
MBA
University of Notre Dame 2003 — 2006
BS, Accountancy
Rishav Bansal's Babson College Fund Experience January 2014 - January 2015
Job Portfolio Manager at Babson College Fund
Industry Financial Services
Experience
Babson College Fund January 2014 - January 2015
Stephen D. Cutler Center for Investments and Finance January 2014 - January 2015
Babson Investment Management Association May 2014 - December 2014
KCG Holdings, Inc. June 2014 - August 2014
Babson Investment Management Association January 2012 - April 2014
SBI Mutual Fund May 2013 - August 2013
Babson Storage April 2013 - August 2013
Charity Challenge January 2012 - May 2012
Education
Babson College 2011 — 2014
Bachelor of Science (BSc)
Overseas Family School, Singapore
International Baccalaureate
Bishop Cotton School
Babson College Fund January 2014 - January 2015
Stephen D. Cutler Center for Investments and Finance January 2014 - January 2015
Babson Investment Management Association May 2014 - December 2014
KCG Holdings, Inc. June 2014 - August 2014
Babson Investment Management Association January 2012 - April 2014
SBI Mutual Fund May 2013 - August 2013
Babson Storage April 2013 - August 2013
Charity Challenge January 2012 - May 2012
Education
Babson College 2011 — 2014
Bachelor of Science (BSc)
Overseas Family School, Singapore
International Baccalaureate
Bishop Cotton School
William Stetson's Babson College Fund Experience April 2015 - Present
Job Investment Banking Summer Analyst at Rothschild
Industry Financial Services
Experience
Rothschild June 2015 - Present
Babson College Fund April 2015 - Present
Siemens Healthcare September 2014 - May 2015
Apploi May 2014 - August 2014
Tesla Motors June 2013 - August 2013
BuzzBuilders Marketing October 2012 - June 2013
Clickable May 2012 - July 2012
Skills
Start-ups, New Business Development, Customer Service, Sales Management, Sales, Account Management, Microsoft Office, Entrepreneurship, Social Media Marketing, Selling, Online Marketing, Market Research, Salesforce.com, Business Development, Marketing Strategy, Online Advertising, Google Adwords, Website Development, Social Media, Marketing, Product Marketing, Retail, Microsoft Excel, PowerPoint
Education
Babson College 2012 — 2016
Business, Finance, General
Rye Neck High School 2008 — 2012
Rothschild June 2015 - Present
Babson College Fund April 2015 - Present
Siemens Healthcare September 2014 - May 2015
Apploi May 2014 - August 2014
Tesla Motors June 2013 - August 2013
BuzzBuilders Marketing October 2012 - June 2013
Clickable May 2012 - July 2012
Skills
Start-ups, New Business Development, Customer Service, Sales Management, Sales, Account Management, Microsoft Office, Entrepreneurship, Social Media Marketing, Selling, Online Marketing, Market Research, Salesforce.com, Business Development, Marketing Strategy, Online Advertising, Google Adwords, Website Development, Social Media, Marketing, Product Marketing, Retail, Microsoft Excel, PowerPoint
Education
Babson College 2012 — 2016
Business, Finance, General
Rye Neck High School 2008 — 2012
Katherine Donovan Katherine Donovan's Babson College Fund Experience May 2015 - Present
Job Student at Babson College
Industry
Experience
Bank of America Merrill Lynch June 2015 - Present
Babson College Fund May 2015 - Present
Nestlé Waters North America June 2014 - August 2014
Babson College February 2013 - May 2014
Nestlé Waters North America June 2013 - August 2013
Country Club of Darien June 2011 - August 2011
Skills
PowerPoint, Facebook, Microsoft Excel, Social Media, Microsoft Word, Microsoft Office, Research, Social Networking, Event Planning, Fundraising, Community Outreach, Teamwork, Marketing
Education
The London School of Economics and Political Science (LSE) 2014 — 2015
Economics
Babson College 2012 — 2016
Finance
Darien High School 2009 — 2012
High School
Bank of America Merrill Lynch June 2015 - Present
Babson College Fund May 2015 - Present
Nestlé Waters North America June 2014 - August 2014
Babson College February 2013 - May 2014
Nestlé Waters North America June 2013 - August 2013
Country Club of Darien June 2011 - August 2011
Skills
PowerPoint, Facebook, Microsoft Excel, Social Media, Microsoft Word, Microsoft Office, Research, Social Networking, Event Planning, Fundraising, Community Outreach, Teamwork, Marketing
Education
The London School of Economics and Political Science (LSE) 2014 — 2015
Economics
Babson College 2012 — 2016
Finance
Darien High School 2009 — 2012
High School
Diego Andrade, MBA's Babson College Fund Experience May 2014 - May 2015
Job MBA Graduate 2015, Babson College
Industry Investment Management
Experience
Babson College Fund May 2014 - May 2015
Empirical Asset Management January 2014 - June 2014
Fidelity Investments March 2011 - September 2013
Fidelity Investments March 2010 - March 2011
Fidelity Investments December 2008 - February 2010
Fidelity Investments June 2007 - December 2008
Skills
Microsoft Excel, PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, English, HTML, Windows, Event Planning, Time Management, Financial Modeling, Financial Planning, Bloomberg Terminal, English to Spanish, Corporate Finance, Entrepreneurship, Mentoring, Team Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
University of Massachusetts Boston 2004 — 2007
Bachelor of Science (BS), Fiance
Babson College Fund May 2014 - May 2015
Empirical Asset Management January 2014 - June 2014
Fidelity Investments March 2011 - September 2013
Fidelity Investments March 2010 - March 2011
Fidelity Investments December 2008 - February 2010
Fidelity Investments June 2007 - December 2008
Skills
Microsoft Excel, PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, English, HTML, Windows, Event Planning, Time Management, Financial Modeling, Financial Planning, Bloomberg Terminal, English to Spanish, Corporate Finance, Entrepreneurship, Mentoring, Team Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
University of Massachusetts Boston 2004 — 2007
Bachelor of Science (BS), Fiance
Ed Baran Ed Baran's Babson College Fund Experience September 2007 - May 2008
Job MBA Candidate, UNC KenanFlagler Business School
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - August 2015
Nomura July 2011 - April 2013
Bank of America Merrill Lynch January 2010 - June 2011
Bank of America Merrill Lynch July 2008 - December 2009
Babson College Fund September 2007 - May 2008
Merrill Lynch May 2007 - August 2007
Skills
Fixed Income, Valuation, Interest Rate..., Options, Derivatives, Bloomberg, Equity Derivatives, Trading, Product Control, Equities, Operational Risk, Investments, Portfolio Management, Mutual Funds, CDS, Capital Markets, Investment Banking, Hedge Funds, Bonds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA), Corporate Finance
Babson College 2004 — 2008
Bachelor's of Science (Cum Laude), Finance & Economics
Brunswick School 2002 — 2004
High School
Immaculate High School 1999 — 2002
High School
Bank of America Merrill Lynch June 2015 - August 2015
Nomura July 2011 - April 2013
Bank of America Merrill Lynch January 2010 - June 2011
Bank of America Merrill Lynch July 2008 - December 2009
Babson College Fund September 2007 - May 2008
Merrill Lynch May 2007 - August 2007
Skills
Fixed Income, Valuation, Interest Rate..., Options, Derivatives, Bloomberg, Equity Derivatives, Trading, Product Control, Equities, Operational Risk, Investments, Portfolio Management, Mutual Funds, CDS, Capital Markets, Investment Banking, Hedge Funds, Bonds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA), Corporate Finance
Babson College 2004 — 2008
Bachelor's of Science (Cum Laude), Finance & Economics
Brunswick School 2002 — 2004
High School
Immaculate High School 1999 — 2002
High School
Graham Anderson's Babson College Fund Experience May 2014 - May 2015
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Babson College Fund May 2014 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Babson Apprentice Fund September 2012 - May 2014
Jay Cashman, Inc. June 2013 - August 2013
Delta Partners, LLC June 2012 - July 2013
Lug Mug September 2011 - June 2012
Skills
Bloomberg, Financial Modeling, Valuation, Equities, Hedge Funds, Investments, Finance, Venture Capital, Start-ups, Capital Markets, Entrepreneurship, Analysis, Portfolio Management, Investment Banking, Leadership, Microsoft Excel, Capital IQ, Research, Stata, Management, Financial Analysis, Emerging Markets, Equity Research, Economics, Trading, Corporate Finance, Bloomberg Terminal, Fixed Income, Due Diligence, DCF
Education
Babson College 2011 — 2015
Finance, Economics
St. George's School 2007 — 2011
Bank of America Merrill Lynch July 2015 - Present
Babson College Fund May 2014 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Babson Apprentice Fund September 2012 - May 2014
Jay Cashman, Inc. June 2013 - August 2013
Delta Partners, LLC June 2012 - July 2013
Lug Mug September 2011 - June 2012
Skills
Bloomberg, Financial Modeling, Valuation, Equities, Hedge Funds, Investments, Finance, Venture Capital, Start-ups, Capital Markets, Entrepreneurship, Analysis, Portfolio Management, Investment Banking, Leadership, Microsoft Excel, Capital IQ, Research, Stata, Management, Financial Analysis, Emerging Markets, Equity Research, Economics, Trading, Corporate Finance, Bloomberg Terminal, Fixed Income, Due Diligence, DCF
Education
Babson College 2011 — 2015
Finance, Economics
St. George's School 2007 — 2011
Jason Melton's Babson College Fund Experience August 2011 - May 2012
Job Associate at Long Ridge Equity Partners
Industry Venture Capital & Private Equity
Experience
Long Ridge Equity Partners August 2014 - Present
Barclays June 2012 - June 2014
Babson College Fund August 2011 - May 2012
Barclays Capital May 2011 - August 2011
Pinyadda August 2010 - December 2010
PricewaterhouseCoopers June 2010 - August 2010
Skills
Capital IQ, Factset, Bloomberg, Bloomberg Terminal, Financial Modeling, Equity Research, Valuation, Investment Banking, Financial Analysis, DCF, Economics, Corporate Finance
Education
Babson College 2008 — 2012
Bachelors, Finance and Economics
University of Westminster 2011 — 2011
Study Abroad, Economics
Long Ridge Equity Partners August 2014 - Present
Barclays June 2012 - June 2014
Babson College Fund August 2011 - May 2012
Barclays Capital May 2011 - August 2011
Pinyadda August 2010 - December 2010
PricewaterhouseCoopers June 2010 - August 2010
Skills
Capital IQ, Factset, Bloomberg, Bloomberg Terminal, Financial Modeling, Equity Research, Valuation, Investment Banking, Financial Analysis, DCF, Economics, Corporate Finance
Education
Babson College 2008 — 2012
Bachelors, Finance and Economics
University of Westminster 2011 — 2011
Study Abroad, Economics
Lundun McCall-Mazza Lundun McCall-Mazza's Babson College Fund Experience May 2013 - May 2014
Job Investment Analyst at Prudential Capital Group
Industry Investment Management
Experience
Prudential Capital Group July 2014 - Present
Babson College Fund May 2013 - May 2014
Bank of Tokyo-Mitsubishi UFJ June 2013 - August 2013
Barnes & Noble College September 2011 - May 2012
Babson College August 2011 - April 2012
Grande Naturals, LLC June 2011 - August 2011
Stop & Shop December 2009 - August 2011
Whiteboard Deals Inc. November 2010 - April 2011
IBM May 2010 - June 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Access, Financial Analysis, Bloomberg Terminal, Social Media, Finance, Social Networking, Research, Event Planning, Leadership, Public Speaking, Customer Service, Data Analysis, Facebook, Accounting, Credit, Credit Analysis, Credit Scoring, Financial Statement..., Financial Spreads, Spreads, Latin America, Latin American Business, Politics, Investment Banking, Mergers & Acquisitions, Loans, Revolving Lines of..., Risk Management, Spanish, Valuation, DCF Valuation, Equity Capital Markets, Equity Research, Business Writing, Comparable Analysis, Precedent Transactions, LBO, Cash Flow Forecasting
Education
Babson College 2010 — 2014
Bachelor Of Science (Hons), Finance & Economics, Summa Cum Laude
Università Commerciale 'Luigi Bocconi' / Bocconi University 2012 — 2012
Bachelor of Science (B.Sc.), Economics, Junior
Ridgefield High School 2006 — 2010
High School Diploma
Prudential Capital Group July 2014 - Present
Babson College Fund May 2013 - May 2014
Bank of Tokyo-Mitsubishi UFJ June 2013 - August 2013
Barnes & Noble College September 2011 - May 2012
Babson College August 2011 - April 2012
Grande Naturals, LLC June 2011 - August 2011
Stop & Shop December 2009 - August 2011
Whiteboard Deals Inc. November 2010 - April 2011
IBM May 2010 - June 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Access, Financial Analysis, Bloomberg Terminal, Social Media, Finance, Social Networking, Research, Event Planning, Leadership, Public Speaking, Customer Service, Data Analysis, Facebook, Accounting, Credit, Credit Analysis, Credit Scoring, Financial Statement..., Financial Spreads, Spreads, Latin America, Latin American Business, Politics, Investment Banking, Mergers & Acquisitions, Loans, Revolving Lines of..., Risk Management, Spanish, Valuation, DCF Valuation, Equity Capital Markets, Equity Research, Business Writing, Comparable Analysis, Precedent Transactions, LBO, Cash Flow Forecasting
Education
Babson College 2010 — 2014
Bachelor Of Science (Hons), Finance & Economics, Summa Cum Laude
Università Commerciale 'Luigi Bocconi' / Bocconi University 2012 — 2012
Bachelor of Science (B.Sc.), Economics, Junior
Ridgefield High School 2006 — 2010
High School Diploma
Matt Schwartz's Babson College Fund Experience May 2012 - April 2013
Job Equity Research Associate at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company March 2015 - Present
BNP Paribas August 2013 - March 2015
Babson College Fund May 2012 - April 2013
Bank of America Merrill Lynch June 2012 - August 2012
Horizon Asset Management, Inc. June 2011 - August 2011
Babson College Investment Tower August 2010 - May 2011
KatManDu Restaurant May 2010 - August 2010
E-Z Wash November 2009 - April 2010
Hopewell Valley Community Bank June 2009 - August 2009
Princeton Packet Publications 2006 - 2009
Skills
Financial Analysis, Equity Research, Strategy, Management, Credit Analysis, Portfolio Management, Capital Markets, Debt Financing, Capital Markets Advisory, Client Coverage, Financial Modeling, Valuation, Investment Management
Education
Babson College 2009 — 2013
Bachelor of Science, Business Management with a Dual Concentration in Finance & Computational and Mathematical Finance
Hopewell Valley Central High School 2005 — 2009
Cowen and Company March 2015 - Present
BNP Paribas August 2013 - March 2015
Babson College Fund May 2012 - April 2013
Bank of America Merrill Lynch June 2012 - August 2012
Horizon Asset Management, Inc. June 2011 - August 2011
Babson College Investment Tower August 2010 - May 2011
KatManDu Restaurant May 2010 - August 2010
E-Z Wash November 2009 - April 2010
Hopewell Valley Community Bank June 2009 - August 2009
Princeton Packet Publications 2006 - 2009
Skills
Financial Analysis, Equity Research, Strategy, Management, Credit Analysis, Portfolio Management, Capital Markets, Debt Financing, Capital Markets Advisory, Client Coverage, Financial Modeling, Valuation, Investment Management
Education
Babson College 2009 — 2013
Bachelor of Science, Business Management with a Dual Concentration in Finance & Computational and Mathematical Finance
Hopewell Valley Central High School 2005 — 2009
Natasha Fahey's Babson College Fund Experience 2014 - Present
Job Director, Finance & Human Resources at Levant Power Corporation
Industry Automotive
Experience
Levant Power Corporation March 2013 - Present
Skidmore College Alumni Board 2011 - Present
Boredom Busters 2013 - Present
Babson College Fund 2014 - Present
Levant Power Corporation March 2013 - April 2014
McDermott Will & Emery November 2010 - March 2013
Campbell Campbell Edwards & Conroy September 2009 - November 2010
J.Crew May 2006 - August 2010
The Ritz-Carlton, Boston Common July 2007 - November 2009
United States Senate May 2005 - July 2005
Skills
Microsoft Office, LexisNexis, Internet Research, Intermediate Level..., Litigation, Spanish, Word, Outlook, Research, Relativity, Microsoft Word, Civil Litigation, Alumni Relations, Office Management, Social Media Marketing, Management, Event Management, Trials, Courts, Social Media, Lexis, Recruiting, Policy, Sales, Teamwork, Human Resources, Online Research, Marketing, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2015
Master of Business Administration (MBA), Concentrations: Finance, Marketing
Skidmore College 2003 — 2007
B.A, Government and Economics Double Major
University of Oxford 2006 — 2006
Economics and Political Science Concentration
Levant Power Corporation March 2013 - Present
Skidmore College Alumni Board 2011 - Present
Boredom Busters 2013 - Present
Babson College Fund 2014 - Present
Levant Power Corporation March 2013 - April 2014
McDermott Will & Emery November 2010 - March 2013
Campbell Campbell Edwards & Conroy September 2009 - November 2010
J.Crew May 2006 - August 2010
The Ritz-Carlton, Boston Common July 2007 - November 2009
United States Senate May 2005 - July 2005
Skills
Microsoft Office, LexisNexis, Internet Research, Intermediate Level..., Litigation, Spanish, Word, Outlook, Research, Relativity, Microsoft Word, Civil Litigation, Alumni Relations, Office Management, Social Media Marketing, Management, Event Management, Trials, Courts, Social Media, Lexis, Recruiting, Policy, Sales, Teamwork, Human Resources, Online Research, Marketing, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2015
Master of Business Administration (MBA), Concentrations: Finance, Marketing
Skidmore College 2003 — 2007
B.A, Government and Economics Double Major
University of Oxford 2006 — 2006
Economics and Political Science Concentration
Jason Dieffenbacher, PMP, PMI-RMP's Babson College Fund Experience May 2007 - May 2008
Job Sr. Program Manager at United Technologies
Industry Defense & Space
Experience
United Technologies July 2014 - Present
Pegasus Performance March 2010 - Present
United Technologies July 2012 - July 2014
Jacobs Technology April 2010 - June 2012
Triton Systems 2009 - December 2009
Ametek Aerospace & Defense 2005 - 2009
BABSON COLLEGE FUND May 2007 - May 2008
Ametek Aerospace May 2001 - 2005
Skills
Program Management, Management, Product Management, Training, Strategic Planning, Manufacturing, Engineering Management, Engineering, Aerospace, DoD, Military, Defense, Research, Customer Service, Time Management, Six Sigma, Personnel Management, Cross-functional Team..., Process Improvement, Systems Engineering
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
MBA, Finance, General Management, 3.7
Boston University 2005 — 2007
MS, Microelectronics Engineering
Boston University 1997 — 2001
BS, Mechanical Engineering
United Technologies July 2014 - Present
Pegasus Performance March 2010 - Present
United Technologies July 2012 - July 2014
Jacobs Technology April 2010 - June 2012
Triton Systems 2009 - December 2009
Ametek Aerospace & Defense 2005 - 2009
BABSON COLLEGE FUND May 2007 - May 2008
Ametek Aerospace May 2001 - 2005
Skills
Program Management, Management, Product Management, Training, Strategic Planning, Manufacturing, Engineering Management, Engineering, Aerospace, DoD, Military, Defense, Research, Customer Service, Time Management, Six Sigma, Personnel Management, Cross-functional Team..., Process Improvement, Systems Engineering
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
MBA, Finance, General Management, 3.7
Boston University 2005 — 2007
MS, Microelectronics Engineering
Boston University 1997 — 2001
BS, Mechanical Engineering
Daniel Bettencourt's Babson College Fund Experience August 2008 - June 2009
Job Vice President at Crowninshield Financial Research
Industry Financial Services
Experience
Crowninshield Financial Research May 2013 - Present
Crowninshield Financial Research May 2011 - May 2013
Crowninshield Financial Research May 2009 - May 2011
Babson College Fund August 2008 - June 2009
JMH Capital December 2008 - January 2009
Bettencourt Landscaping and Irrigation May 2005 - May 2008
Skills
Financial Modeling, Valuation, Capital IQ, Financial Analysis, Equity Valuation, Investments, Bloomberg, Equity Research, Business Valuation, Equities, Corporate Finance, Private Equity, Statistical Modeling, Statistics
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2009
MBA, Corporate Finance, Entrepreneurship
Bentley University 2001 — 2005
B.S., Corporate Finance and Accounting
Martha's Vineyard Regional High School 1997 — 2001
Crowninshield Financial Research May 2013 - Present
Crowninshield Financial Research May 2011 - May 2013
Crowninshield Financial Research May 2009 - May 2011
Babson College Fund August 2008 - June 2009
JMH Capital December 2008 - January 2009
Bettencourt Landscaping and Irrigation May 2005 - May 2008
Skills
Financial Modeling, Valuation, Capital IQ, Financial Analysis, Equity Valuation, Investments, Bloomberg, Equity Research, Business Valuation, Equities, Corporate Finance, Private Equity, Statistical Modeling, Statistics
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2009
MBA, Corporate Finance, Entrepreneurship
Bentley University 2001 — 2005
B.S., Corporate Finance and Accounting
Martha's Vineyard Regional High School 1997 — 2001
Holland M. Ward III Holland M. Ward III's Babson College Fund Experience May 1998 - May 1999
Job Sr. Equity Analyst at Osiris Investment Partners, LP
Industry Investment Management
Experience
Osiris Investment Partners, LP April 2006 - Present
Sonar Capital Mgt, LLC December 2003 - December 2005
Essex Investment Mgt Co LLC July 1999 - December 2002
Babson College Fund May 1998 - May 1999
Piper Jaffray Cos September 1996 - August 1997
Travelers Express Company, Inc. September 1991 - September 1996
Skills
Asset Managment, Investments, Trading, Mutual Funds, Alternative Investments, Hedge Funds, Equities, Investment Strategies, Equity Research, Private Equity, Portfolio Management, Capital Markets, Valuation, Financial Modeling, Bloomberg, Asset Management, Finance, Financial Analysis, Investment Management, Strategy, Equity Valuation, Derivatives, Fixed Income, Management, Due Diligence, Investment Banking, Securities, Business Strategy, Financial Markets, Economics, Analysis, Options, Competitive Analysis, Equity Derivatives, Business Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1999
Master of Business Administration (M.B.A.)
Babson College
Babson College
University of Iowa
Bachelor’s Degree
Osiris Investment Partners, LP April 2006 - Present
Sonar Capital Mgt, LLC December 2003 - December 2005
Essex Investment Mgt Co LLC July 1999 - December 2002
Babson College Fund May 1998 - May 1999
Piper Jaffray Cos September 1996 - August 1997
Travelers Express Company, Inc. September 1991 - September 1996
Skills
Asset Managment, Investments, Trading, Mutual Funds, Alternative Investments, Hedge Funds, Equities, Investment Strategies, Equity Research, Private Equity, Portfolio Management, Capital Markets, Valuation, Financial Modeling, Bloomberg, Asset Management, Finance, Financial Analysis, Investment Management, Strategy, Equity Valuation, Derivatives, Fixed Income, Management, Due Diligence, Investment Banking, Securities, Business Strategy, Financial Markets, Economics, Analysis, Options, Competitive Analysis, Equity Derivatives, Business Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1999
Master of Business Administration (M.B.A.)
Babson College
Babson College
University of Iowa
Bachelor’s Degree
Kristoff Nelson, CFA Kristoff Nelson, CFA's Babson College Fund Experience May 2008 - May 2009
Job Senior Research Analyst at Income Research + Management
Industry Investment Management
Experience
Income Research + Management January 2011 - Present
Crowninshield Financial Research, LLC May 2009 - June 2010
Babson College Fund May 2008 - May 2009
Boston Scientific May 2008 - August 2008
Boston Scientific September 2006 - January 2008
Boston Scientific January 2001 - August 2006
Boston Scientific June 2000 - December 2000
Skills
Credit Research, Analysis, Investments, Portfolio Management, Fixed Income, Capital Markets, Finance, Securities, Bonds
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2009
MBA, Finance
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2008
MS, Management
University of Minnesota-Twin Cities 1995 — 2000
BS, Mechanical Engineering
Income Research + Management January 2011 - Present
Crowninshield Financial Research, LLC May 2009 - June 2010
Babson College Fund May 2008 - May 2009
Boston Scientific May 2008 - August 2008
Boston Scientific September 2006 - January 2008
Boston Scientific January 2001 - August 2006
Boston Scientific June 2000 - December 2000
Skills
Credit Research, Analysis, Investments, Portfolio Management, Fixed Income, Capital Markets, Finance, Securities, Bonds
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2009
MBA, Finance
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2008
MS, Management
University of Minnesota-Twin Cities 1995 — 2000
BS, Mechanical Engineering
Brad Weafer, CFA Brad Weafer, CFA's Babson College Fund Experience August 2010 - May 2011
Job Director of Research at Boston Financial Management, Inc.
Industry Investment Management
Experience
Boston Financial Management, Inc. June 2011 - Present
Babson College Fund August 2010 - May 2011
Avondale Partners October 2010 - February 2011
Mercer July 2001 - May 2010
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
Masters in Business, Concentration in Finance and Investments
University of Vermont 1997 — 2001
Bachelors, Economics, Business
Boston Financial Management, Inc. June 2011 - Present
Babson College Fund August 2010 - May 2011
Avondale Partners October 2010 - February 2011
Mercer July 2001 - May 2010
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
Masters in Business, Concentration in Finance and Investments
University of Vermont 1997 — 2001
Bachelors, Economics, Business
Rasha Al-Aswad Rasha Al-Aswad's Babson College Fund Experience 2004 - 2005
Job Global Business Unit Leader Financial Services, Financial Technology, and Market Data
Industry Financial Services
Experience
Charles River Development/Systems Inc. 2015 - Present
StatPro Canada Inc., a division of StatPro Group plc. 2008 - 2014
Serve! 2010 - 2013
Calyx Financial 2006 - 2008
Babson College Fund 2004 - 2005
Stone and Webster, Inc. 2001 - 2003
SAGA Consultant, Inc. Consulting Engineers 2000 - 2001
Skills
Strategy, Strategic Partnerships, Change Management, Leadership, Portfolio Management, Operations Management, Operational Efficiency, Management Consulting, Management, Manage Client..., Building Relationships, Sales, EDM, Risk Management, Project Management, Team Building, Negotiation, Business Process..., Business Transformation, New Client Acquisitions, Client Service, Business Development, P&L Responsibility, P&L Management, Communication, Corporate Advisory, Impact Assessment, Team Integration, Strategic Planning, Balanced Scorecard, Key Performance..., Business Continuity..., Board of Directors, Board Governance, Marketing, Macroeconomics, Civil Engineering
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
Northeastern University
Master of Science in Engineering (M.Sc.), Civil/Structural Engineering
Syria - Damascus University
Bachelor of Science in Engineering (B.Sc.), Civil/Structural Engineering
Charles River Development/Systems Inc. 2015 - Present
StatPro Canada Inc., a division of StatPro Group plc. 2008 - 2014
Serve! 2010 - 2013
Calyx Financial 2006 - 2008
Babson College Fund 2004 - 2005
Stone and Webster, Inc. 2001 - 2003
SAGA Consultant, Inc. Consulting Engineers 2000 - 2001
Skills
Strategy, Strategic Partnerships, Change Management, Leadership, Portfolio Management, Operations Management, Operational Efficiency, Management Consulting, Management, Manage Client..., Building Relationships, Sales, EDM, Risk Management, Project Management, Team Building, Negotiation, Business Process..., Business Transformation, New Client Acquisitions, Client Service, Business Development, P&L Responsibility, P&L Management, Communication, Corporate Advisory, Impact Assessment, Team Integration, Strategic Planning, Balanced Scorecard, Key Performance..., Business Continuity..., Board of Directors, Board Governance, Marketing, Macroeconomics, Civil Engineering
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
Northeastern University
Master of Science in Engineering (M.Sc.), Civil/Structural Engineering
Syria - Damascus University
Bachelor of Science in Engineering (B.Sc.), Civil/Structural Engineering
Richard Morse Richard Morse's Babson College Fund Experience April 2010 - May 2011
Job US Cash Equities Trader | TMT at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank March 2014 - Present
Barclays Investment Bank June 2013 - March 2014
Nomura Securities 2011 - May 2013
Babson College Fund April 2010 - May 2011
Nomura June 2010 - August 2010
Boston Financial Management, Inc June 2004 - June 2009
Boston Financial Management, Inc. April 2003 - June 2004
Skills
Investments, Financial Analysis, Valuation, Asset Management, Wealth Management, Stock Market Analysis, Trading, Risk Management, Hedging, Equities, Portfolio Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Investments
University of Vermont 1997 — 2003
BA, Sociology, Economics
Barclays Investment Bank March 2014 - Present
Barclays Investment Bank June 2013 - March 2014
Nomura Securities 2011 - May 2013
Babson College Fund April 2010 - May 2011
Nomura June 2010 - August 2010
Boston Financial Management, Inc June 2004 - June 2009
Boston Financial Management, Inc. April 2003 - June 2004
Skills
Investments, Financial Analysis, Valuation, Asset Management, Wealth Management, Stock Market Analysis, Trading, Risk Management, Hedging, Equities, Portfolio Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Investments
University of Vermont 1997 — 2003
BA, Sociology, Economics
Rob Porazzo's Babson College Fund Experience April 2011 - May 2012
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2014 - Present
Cambridge Associates June 2012 - May 2014
Babson College Fund April 2011 - May 2012
Horace Mann July 2011 - September 2011
Northwestern Mutual June 2010 - August 2010
Skills
Valuation, Financial Analysis, Financial Modeling, Business Development, Bloomberg, Capital IQ, Microsoft Excel
Education
Babson College 2008 — 2012
Bachelor of Science (B.S.)
Brockton High
Wells Fargo Securities June 2014 - Present
Cambridge Associates June 2012 - May 2014
Babson College Fund April 2011 - May 2012
Horace Mann July 2011 - September 2011
Northwestern Mutual June 2010 - August 2010
Skills
Valuation, Financial Analysis, Financial Modeling, Business Development, Bloomberg, Capital IQ, Microsoft Excel
Education
Babson College 2008 — 2012
Bachelor of Science (B.S.)
Brockton High
Andrew O'Brien, CFA Andrew O'Brien, CFA's Babson College Fund Experience September 2010 - June 2011
Job Equity Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2014 - Present
Putnam Investments July 2011 - June 2014
Babson College Fund September 2010 - June 2011
New England Private Wealth Advisors October 2010 - March 2011
Skills
Investments, Financial Analysis, Financial Modeling, Equities, Equity Research, Mutual Funds, Bloomberg, Factset
Education
Babson College 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, Concentrations: Finance and Economics
London School of Economics and Political Science 2009 — 2010
1 Year General Course, Finance and Economics
Putnam Investments June 2014 - Present
Putnam Investments July 2011 - June 2014
Babson College Fund September 2010 - June 2011
New England Private Wealth Advisors October 2010 - March 2011
Skills
Investments, Financial Analysis, Financial Modeling, Equities, Equity Research, Mutual Funds, Bloomberg, Factset
Education
Babson College 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, Concentrations: Finance and Economics
London School of Economics and Political Science 2009 — 2010
1 Year General Course, Finance and Economics
Chris Stix Chris Stix's Babson College Fund Experience January 2011 - Present
Job Executive in Residence at Babson College Fund
Industry Investment Management
Experience
Babson College Fund January 2011 - Present
Country Drive Associates March 2002 - Present
Jolsin Diabetes Center 2005 - 2010
Morgan Stanley 2000 - 2002
SG Cowen 1995 - 2000
Boston Consulting Group 1981 - 1985
Skills
Asset Allocation, Mutual Funds, Private Equity, Venture Capital, Management, Cleantech, Equities, Financial Modeling, Equity Research, Entrepreneurship, Start-ups, Strategy, Valuation, Business Strategy, Investments
Education
Harvard Business School 1979 — 1981
MBA
University of Wisconsin-Green Bay 1972 — 1976
BA, Environmental Studies/Personal Concentration
Babson College Fund January 2011 - Present
Country Drive Associates March 2002 - Present
Jolsin Diabetes Center 2005 - 2010
Morgan Stanley 2000 - 2002
SG Cowen 1995 - 2000
Boston Consulting Group 1981 - 1985
Skills
Asset Allocation, Mutual Funds, Private Equity, Venture Capital, Management, Cleantech, Equities, Financial Modeling, Equity Research, Entrepreneurship, Start-ups, Strategy, Valuation, Business Strategy, Investments
Education
Harvard Business School 1979 — 1981
MBA
University of Wisconsin-Green Bay 1972 — 1976
BA, Environmental Studies/Personal Concentration
Andrew Heath's Babson College Fund Experience May 2011 - May 2012
Job CFO / COOat Bombas Socks
Industry Financial Services
Experience
Bombas Socks June 2013 - Present
Regalis Foods April 2012 - January 2015
Babson College Fund May 2011 - May 2012
PepsiCo June 2011 - August 2011
Shenkman Capital Management August 2008 - August 2010
FirstLight Financial Corporation March 2007 - March 2008
UBS SECURITIES August 2004 - March 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Investments, Portfolio Management, Finance, Capital Markets, Investment Banking, Entrepreneurship, Business Valuation, Problem Solving, M&A Modeling, Equity Valuation, Term Sheets, Selling Businesses
Education
BABSON COLLEGE, F.W. OLIN GRADUATE SCHOOL OF BUSINESS 2010 — 2012
Master, Business Administration
Occidental College 1999 — 2004
Bachelor of Science, Economics for Business and Management
Loomis Chaffee 1996 — 1999
Bombas Socks June 2013 - Present
Regalis Foods April 2012 - January 2015
Babson College Fund May 2011 - May 2012
PepsiCo June 2011 - August 2011
Shenkman Capital Management August 2008 - August 2010
FirstLight Financial Corporation March 2007 - March 2008
UBS SECURITIES August 2004 - March 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Investments, Portfolio Management, Finance, Capital Markets, Investment Banking, Entrepreneurship, Business Valuation, Problem Solving, M&A Modeling, Equity Valuation, Term Sheets, Selling Businesses
Education
BABSON COLLEGE, F.W. OLIN GRADUATE SCHOOL OF BUSINESS 2010 — 2012
Master, Business Administration
Occidental College 1999 — 2004
Bachelor of Science, Economics for Business and Management
Loomis Chaffee 1996 — 1999
Jeanwon David Park's Babson College Fund Experience May 2012 - May 2013
Job Research Analyst at Cambridge Trust Company
Industry Investment Management
Experience
Cambridge Trust Company July 2015 - Present
Cambridge Trust Company July 2013 - June 2015
Babson College Fund May 2012 - May 2013
KPMG Korea June 2012 - July 2012
DoingIn Law Group July 2011 - August 2011
Education
Babson College 2009 — 2013
BS/Business Admin, Finance, and Statistical Modeling, Magna Cum Laude
Cambridge Trust Company July 2015 - Present
Cambridge Trust Company July 2013 - June 2015
Babson College Fund May 2012 - May 2013
KPMG Korea June 2012 - July 2012
DoingIn Law Group July 2011 - August 2011
Education
Babson College 2009 — 2013
BS/Business Admin, Finance, and Statistical Modeling, Magna Cum Laude
Ryan Jones's Babson College Fund Experience October 2009 - May 2010
Job
Industry Information Technology and Services
Experience
Pixbi April 2014 - Present
Goldman Sachs September 2012 - April 2014
Goldman Sachs July 2010 - August 2012
Babson College Fund October 2009 - May 2010
Goldman Sachs June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Babottles October 2006 - July 2007
Education
MakerSquare 2015 — 2015
Advanced Software Engineering Immersive Program (Full-Stack JavaScript)
Babson College 2006 — 2010
Bachelors Degree, Finance & Entrepreneurship
The London School of Economics and Political Science (LSE) 2008 — 2009
Punahou School 2002 — 2006
High School Diploma
Pixbi April 2014 - Present
Goldman Sachs September 2012 - April 2014
Goldman Sachs July 2010 - August 2012
Babson College Fund October 2009 - May 2010
Goldman Sachs June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Babottles October 2006 - July 2007
Education
MakerSquare 2015 — 2015
Advanced Software Engineering Immersive Program (Full-Stack JavaScript)
Babson College 2006 — 2010
Bachelors Degree, Finance & Entrepreneurship
The London School of Economics and Political Science (LSE) 2008 — 2009
Punahou School 2002 — 2006
High School Diploma
Bessie Yang's Babson College Fund Experience 2013 - May 2014
Job Research Associate at Trillium Asset Management
Industry Higher Education
Experience
Trillium Asset Management March 2015 - Present
Pythagoras Investment Management LLC January 2015 - March 2015
Santander Bank, N.A. September 2014 - March 2015
Boston Harbor Angels September 2013 - June 2014
Babson College Fund 2013 - May 2014
Breckinridge Capital Advisors June 2013 - September 2013
Vinfen Corporation January 2013 - May 2013
Harvard University October 2011 - December 2012
My Art China Studio(大连美澳工作室） 2010 - 2012
Bank of China January 2008 - May 2010
Skills
Analysis, Investments, Finance, Financial Analysis, Financial Modeling, ESG Investment, Marketing, Business Strategy, Business Development, Management, Public Speaking, Marketing Strategy, Project Management, PowerPoint
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance and Investment
Dongbei University of Finance and Economics
Bachelor's degree, Taxation, Public Finance and Accounting
Harvard University
Business Administration and Management, General
Trillium Asset Management March 2015 - Present
Pythagoras Investment Management LLC January 2015 - March 2015
Santander Bank, N.A. September 2014 - March 2015
Boston Harbor Angels September 2013 - June 2014
Babson College Fund 2013 - May 2014
Breckinridge Capital Advisors June 2013 - September 2013
Vinfen Corporation January 2013 - May 2013
Harvard University October 2011 - December 2012
My Art China Studio(大连美澳工作室） 2010 - 2012
Bank of China January 2008 - May 2010
Skills
Analysis, Investments, Finance, Financial Analysis, Financial Modeling, ESG Investment, Marketing, Business Strategy, Business Development, Management, Public Speaking, Marketing Strategy, Project Management, PowerPoint
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance and Investment
Dongbei University of Finance and Economics
Bachelor's degree, Taxation, Public Finance and Accounting
Harvard University
Business Administration and Management, General
Joseph Winn Joseph Winn's Babson College Fund Experience May 2014 - May 2015
Job Equity Research, FBR & Co
Industry Investment Banking
Experience
FBR June 2015 - Present
Babson College Fund May 2014 - May 2015
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), Finance
Sacred Heart University - John F. Welch College of Business 2009 — 2013
Bachelor's degree, Finance and Marketing
FBR June 2015 - Present
Babson College Fund May 2014 - May 2015
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), Finance
Sacred Heart University - John F. Welch College of Business 2009 — 2013
Bachelor's degree, Finance and Marketing
Erin R Ortmeier Erin R Ortmeier's Babson College Fund Experience May 2013 - May 2014
Job Associate Investment Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2014 - Present
Numeric Investors March 2008 - July 2014
Babson College Fund May 2013 - May 2014
State Street July 2006 - March 2008
Skills
Discounted Cash Flow..., Microsoft Excel, Microsoft Word, Tivoli Access Manager, Advent Accounting System, Equities, Investments, Portfolio Management, Accounting, Asset Allocation, Fixed Income, Derivatives, Trading, Mutual Funds, Alternative Investments, Valuation
Education
Babson College 2011 — 2014
Master of Business Administration (M.B.A.), Finance- Investments, 3.72, cum laude
University of Colorado at Boulder 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Fidelity Investments September 2014 - Present
Numeric Investors March 2008 - July 2014
Babson College Fund May 2013 - May 2014
State Street July 2006 - March 2008
Skills
Discounted Cash Flow..., Microsoft Excel, Microsoft Word, Tivoli Access Manager, Advent Accounting System, Equities, Investments, Portfolio Management, Accounting, Asset Allocation, Fixed Income, Derivatives, Trading, Mutual Funds, Alternative Investments, Valuation
Education
Babson College 2011 — 2014
Master of Business Administration (M.B.A.), Finance- Investments, 3.72, cum laude
University of Colorado at Boulder 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Niles Turner Niles Turner's Babson College Fund Experience May 2011 - April 2012
Job Web Developer
Industry Information Technology and Services
Experience
General Assembly September 2015 - Present
General Assembly May 2015 - August 2015
Pernod Ricard USA February 2014 - May 2015
Pernod Ricard Americas January 2013 - January 2014
Babson College Fund May 2011 - April 2012
Social Venture Partners Rhode Island September 2011 - December 2011
Loomis, Sayles & Company May 2011 - August 2011
Auerbach Grayson June 2010 - August 2010
Guide By Cell June 2009 - August 2009
Skills
JavaScript, Ruby, PHP, jQuery, HTML, CSS, AngularJS, Node.js, Wordpress, MongoDB, PostgreSQL, Ruby on Rails, Responsive Web Design, Web Design, Python, Photoshop, Finance, Investments, Market Research, Bloomberg Terminal, Social Media, Financial Analysis, Entrepreneurship, Portfolio Management, Microsoft Office, Valuation, Leadership, Management, Strategy, Equities, PowerPoint
Education
Babson College 2009 — 2012
Bachelor of Science in Business Management, Finance, Economics
General Assembly 2015 — 2015
Web Development Immersive
General Assembly September 2015 - Present
General Assembly May 2015 - August 2015
Pernod Ricard USA February 2014 - May 2015
Pernod Ricard Americas January 2013 - January 2014
Babson College Fund May 2011 - April 2012
Social Venture Partners Rhode Island September 2011 - December 2011
Loomis, Sayles & Company May 2011 - August 2011
Auerbach Grayson June 2010 - August 2010
Guide By Cell June 2009 - August 2009
Skills
JavaScript, Ruby, PHP, jQuery, HTML, CSS, AngularJS, Node.js, Wordpress, MongoDB, PostgreSQL, Ruby on Rails, Responsive Web Design, Web Design, Python, Photoshop, Finance, Investments, Market Research, Bloomberg Terminal, Social Media, Financial Analysis, Entrepreneurship, Portfolio Management, Microsoft Office, Valuation, Leadership, Management, Strategy, Equities, PowerPoint
Education
Babson College 2009 — 2012
Bachelor of Science in Business Management, Finance, Economics
General Assembly 2015 — 2015
Web Development Immersive
Khanh P. Ngo Khanh P. Ngo's Babson College Fund Experience April 2010 - April 2011
Job Analyst at Analysis Group
Industry Financial Services
Experience
Analysis Group July 2014 - Present
Public Service Economics November 2014 - Present
Babson College March 2013 - Present
G51 Capital September 2013 - May 2014
Boston Global Forum August 2013 - January 2014
Babson Entrepreneurial Leadership Academy August 2013 - August 2013
EMC July 2012 - 2013
OTR Global June 2011 - August 2011
Stephen D. Cutler Center for Investments and Finance September 2010 - May 2011
Babson College Fund April 2010 - April 2011
Skills
Bloomberg Terminal, Factset, Morningstar, Capital IQ, Equity Valuation, Consulting, Financial Modeling, Financial Analysis, Investments, Bloomberg, Valuation, Entrepreneurship, Economics, Equity Research, Corporate Finance, Microsoft Excel, Equities, Business Strategy, Portfolio Management, Analysis, Research, Finance, Asset Managment, Market Research, Strategy, Due Diligence, Business Development, Management, Leadership, Venture Capital
Education
Boston College - Carroll School of Management 2013 — 2014
Master of Science (M.Sc.), Finance, Asset Management
Babson College 2008 — 2012
Bachelor of Science (BSc. Honors), Finance, Philosophy, and Economics, Magna cum Laude
The London School of Economics and Political Science (LSE) 2010 — 2010
International Politics
Saigon South International School 2005 — 2008
Highschool Diploma
Analysis Group July 2014 - Present
Public Service Economics November 2014 - Present
Babson College March 2013 - Present
G51 Capital September 2013 - May 2014
Boston Global Forum August 2013 - January 2014
Babson Entrepreneurial Leadership Academy August 2013 - August 2013
EMC July 2012 - 2013
OTR Global June 2011 - August 2011
Stephen D. Cutler Center for Investments and Finance September 2010 - May 2011
Babson College Fund April 2010 - April 2011
Skills
Bloomberg Terminal, Factset, Morningstar, Capital IQ, Equity Valuation, Consulting, Financial Modeling, Financial Analysis, Investments, Bloomberg, Valuation, Entrepreneurship, Economics, Equity Research, Corporate Finance, Microsoft Excel, Equities, Business Strategy, Portfolio Management, Analysis, Research, Finance, Asset Managment, Market Research, Strategy, Due Diligence, Business Development, Management, Leadership, Venture Capital
Education
Boston College - Carroll School of Management 2013 — 2014
Master of Science (M.Sc.), Finance, Asset Management
Babson College 2008 — 2012
Bachelor of Science (BSc. Honors), Finance, Philosophy, and Economics, Magna cum Laude
The London School of Economics and Political Science (LSE) 2010 — 2010
International Politics
Saigon South International School 2005 — 2008
Highschool Diploma
Maan Bsat Maan Bsat's Babson College Fund Experience May 2007 - May 2008
Job Head of Sophis Business Solutions Group, Americas at Misys
Industry Financial Services
Experience
Misys June 2013 - Present
Misys October 2012 - June 2013
Misys Sophis August 2011 - October 2012
Misys Sophis January 2011 - October 2012
Sophis September 2008 - January 2011
SIP Consulting May 2007 - May 2008
Babson College Fund May 2007 - May 2008
MIF July 2003 - April 2006
MIF June 2002 - August 2002
Skills
Financial Analysis, Finance, Fixed Income, Equities, Asset Managment, Capital Markets, Risk Management, Portfolio Management, Financial Modeling, Equity Derivatives, Bloomberg, Valuation, Hedge Funds, Derivatives, Financial Markets, Financial Risk, Investment Banking, Due Diligence, Trading, LDI, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
MBA, Finance, Entrepreneurship
Carnegie Mellon University 1999 — 2003
BS, Physics, Minor in Computer Science
International School of Geneva 1987 — 1999
IB
Misys June 2013 - Present
Misys October 2012 - June 2013
Misys Sophis August 2011 - October 2012
Misys Sophis January 2011 - October 2012
Sophis September 2008 - January 2011
SIP Consulting May 2007 - May 2008
Babson College Fund May 2007 - May 2008
MIF July 2003 - April 2006
MIF June 2002 - August 2002
Skills
Financial Analysis, Finance, Fixed Income, Equities, Asset Managment, Capital Markets, Risk Management, Portfolio Management, Financial Modeling, Equity Derivatives, Bloomberg, Valuation, Hedge Funds, Derivatives, Financial Markets, Financial Risk, Investment Banking, Due Diligence, Trading, LDI, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
MBA, Finance, Entrepreneurship
Carnegie Mellon University 1999 — 2003
BS, Physics, Minor in Computer Science
International School of Geneva 1987 — 1999
IB
Manuel Dox Manuel Dox's Babson College Fund Experience May 2011 - May 2012
Job Investment Banking Associate at HSBC
Industry Investment Banking
Experience
HSBC March 2015 - Present
HSBC October 2014 - March 2015
Barclays June 2012 - September 2014
Babson College Fund May 2011 - May 2012
Barclays Capital June 2011 - August 2011
Skills
Bloomberg, Capital IQ, Entrepreneurship, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Investment Banking, Microsoft Excel, Portfolio Management, Valuation, Bloomberg Terminal, Capital Markets, Corporate Finance, DCF, Strategic Planning
Education
Babson College 2008 — 2012
Bachelor of Science in Business Management, Finance & Economics
Università Commerciale 'Luigi Bocconi' 2010 — 2010
Bachelor of Science in Business Management, Finance & Economics
Colegio San Ignacio de Loyola 2004 — 2008
High School
HSBC March 2015 - Present
HSBC October 2014 - March 2015
Barclays June 2012 - September 2014
Babson College Fund May 2011 - May 2012
Barclays Capital June 2011 - August 2011
Skills
Bloomberg, Capital IQ, Entrepreneurship, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Investment Banking, Microsoft Excel, Portfolio Management, Valuation, Bloomberg Terminal, Capital Markets, Corporate Finance, DCF, Strategic Planning
Education
Babson College 2008 — 2012
Bachelor of Science in Business Management, Finance & Economics
Università Commerciale 'Luigi Bocconi' 2010 — 2010
Bachelor of Science in Business Management, Finance & Economics
Colegio San Ignacio de Loyola 2004 — 2008
High School
Sid Kapur's Babson College Fund Experience April 2013 - April 2014
Job Investment Banking Analyst at Bank of America Merrill Lynch Leveraged Finance Group
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Babson College Fund April 2013 - April 2014
Bank of America Merrill Lynch May 2013 - August 2013
Essar June 2012 - July 2012
IVSME LLC March 2011 - March 2012
Skills
Financial Modeling, Business Strategy, Venture Capital, Mergers, Management Consulting, Mergers & Acquisitions, Valuation, Business Planning, Investment Banking, Management, Bloomberg, Leadership, Financial Analysis, Bloomberg Terminal, DCF, Corporate Finance, Leveraged Finance
Education
Babson College 2010 — 2014
Bachelor of Science in Business Management, Finance
Bank of America Merrill Lynch July 2014 - Present
Babson College Fund April 2013 - April 2014
Bank of America Merrill Lynch May 2013 - August 2013
Essar June 2012 - July 2012
IVSME LLC March 2011 - March 2012
Skills
Financial Modeling, Business Strategy, Venture Capital, Mergers, Management Consulting, Mergers & Acquisitions, Valuation, Business Planning, Investment Banking, Management, Bloomberg, Leadership, Financial Analysis, Bloomberg Terminal, DCF, Corporate Finance, Leveraged Finance
Education
Babson College 2010 — 2014
Bachelor of Science in Business Management, Finance
Eric Crawley Eric Crawley's Babson College Fund Experience April 2008 - April 2009
Job AVP and Asset Allocation Strategist at LPL Financial
Industry Investment Management
Experience
LPL Financial March 2010 - Present
Boy Scouts of America August 2007 - March 2010
Babson College Fund April 2008 - April 2009
A.G. Edwards & Sons, Inc. August 2004 - June 2007
A.G. Edwards & Sons, Inc. June 2003 - August 2004
Skills
Portfolio Management, Equity Research, Asset Allocation, Risk Management, Financial Analysis, Mutual Funds, Analysis, Strategy, Alternative Investments, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
Master of Business Administration, Investment Management
Lake Forest College 1999 — 2003
BA, English, Spanish, Business
Thayer Academy 1995 — 1999
LPL Financial March 2010 - Present
Boy Scouts of America August 2007 - March 2010
Babson College Fund April 2008 - April 2009
A.G. Edwards & Sons, Inc. August 2004 - June 2007
A.G. Edwards & Sons, Inc. June 2003 - August 2004
Skills
Portfolio Management, Equity Research, Asset Allocation, Risk Management, Financial Analysis, Mutual Funds, Analysis, Strategy, Alternative Investments, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
Master of Business Administration, Investment Management
Lake Forest College 1999 — 2003
BA, English, Spanish, Business
Thayer Academy 1995 — 1999
Karan Kanodia's Babson College Fund Experience May 2012 - May 2013
Job Founder, InforcePro
Industry Information Technology and Services
Experience
InforcePRO™ software May 2013 - Present
InforcePro™ August 2012 - Present
Babson College Fund May 2012 - May 2013
Nomura June 2012 - August 2012
Babson College August 2010 - December 2011
Unitech Limited July 2011 - August 2011
Unitech Limited June 2011 - July 2011
Rose Displays January 2011 - May 2011
Agarwal Shares Pvt. Ltd July 2010 - August 2010
ABIR infra May 2010 - June 2010
Skills
Financial Analysis, Insurance, Management, Strategy, Financial Modeling, Entrepreneurship, Leadership, Managing Remote Teams, Investments, Sales, Risk Management, Programming, Venture Capital, Business Development, Market Research, Competitive Analysis, Business Planning, Start-ups, Microsoft Office
Education
Babson College 2009 — 2013
BS in Business Administration, Finance & Entrepreneurship
Olin College of Engineering 2009 — 2013
Mayo College 2003 — 2009
Science
InforcePRO™ software May 2013 - Present
InforcePro™ August 2012 - Present
Babson College Fund May 2012 - May 2013
Nomura June 2012 - August 2012
Babson College August 2010 - December 2011
Unitech Limited July 2011 - August 2011
Unitech Limited June 2011 - July 2011
Rose Displays January 2011 - May 2011
Agarwal Shares Pvt. Ltd July 2010 - August 2010
ABIR infra May 2010 - June 2010
Skills
Financial Analysis, Insurance, Management, Strategy, Financial Modeling, Entrepreneurship, Leadership, Managing Remote Teams, Investments, Sales, Risk Management, Programming, Venture Capital, Business Development, Market Research, Competitive Analysis, Business Planning, Start-ups, Microsoft Office
Education
Babson College 2009 — 2013
BS in Business Administration, Finance & Entrepreneurship
Olin College of Engineering 2009 — 2013
Mayo College 2003 — 2009
Science
Gregory Bissett's Babson College Fund Experience May 2012 - May 2013
Job Consultant at Cervello
Industry Financial Services
Experience
Cervello May 2015 - Present
The Hanover Insurance Group June 2013 - May 2015
Babson College Fund May 2012 - May 2013
The Hartford May 2012 - August 2012
rTerra LLC January 2012 - May 2012
Strada Capital June 2011 - August 2011
Ocean Spray Cranberries September 2010 - December 2010
Core Performance May 2010 - August 2010
Y.O.U. Calendars November 2009 - May 2010
Education
Babson College 2009 — 2013
Business Administration, Strategic Management, Finance
Gretchen Whitney High School 2003 — 2009
High School Diploma
Cervello May 2015 - Present
The Hanover Insurance Group June 2013 - May 2015
Babson College Fund May 2012 - May 2013
The Hartford May 2012 - August 2012
rTerra LLC January 2012 - May 2012
Strada Capital June 2011 - August 2011
Ocean Spray Cranberries September 2010 - December 2010
Core Performance May 2010 - August 2010
Y.O.U. Calendars November 2009 - May 2010
Education
Babson College 2009 — 2013
Business Administration, Strategic Management, Finance
Gretchen Whitney High School 2003 — 2009
High School Diploma
Heidi Bachmann Heidi Bachmann's Babson College Fund Experience May 2010 - May 2011
Job Independent consultant
Industry Computer Software
Experience
Choate Investment Advisors June 2011 - August 2011
Babson College Fund May 2010 - May 2011
Cabot Corporation June 2004 - November 2010
Independent Contractor January 2002 - April 2005
Micro General Corp. February 2001 - June 2002
dash.com July 2000 - January 2001
Market Intelligence August 1998 - July 2000
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2011
MBA, Investments
Middlebury College 1990 — 1994
B.A., Sociology, Literature
The London School of Economics and Political Science (LSE) 1992 — 1993
Sociology
Choate Investment Advisors June 2011 - August 2011
Babson College Fund May 2010 - May 2011
Cabot Corporation June 2004 - November 2010
Independent Contractor January 2002 - April 2005
Micro General Corp. February 2001 - June 2002
dash.com July 2000 - January 2001
Market Intelligence August 1998 - July 2000
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2011
MBA, Investments
Middlebury College 1990 — 1994
B.A., Sociology, Literature
The London School of Economics and Political Science (LSE) 1992 — 1993
Sociology
Bryan Eger's Babson College Fund Experience May 2010 - May 2011
Job Associate (Leverage Finance) in Capital Markets at Citizens Financial Group
Industry Investment Banking
Experience
Citizens Financial Group, Inc. July 2013 - Present
Citizens Financial Group, Inc. February 2012 - June 2013
HighPoint Capital July 2011 - February 2012
Troon Golf January 2011 - May 2011
Babson College Fund May 2010 - May 2011
North American Management January 2010 - January 2011
ClearEdge Partners December 2007 - January 2010
Atlantic Equity Research February 2008 - October 2008
Skills
Valuation, Financial Modeling, Investments, Bloomberg, Capital Markets, Investment Banking, Mergers & Acquisitions, Microsoft Office, Financial Analysis, Equities, Leveraged Finance, Finance, Capital IQ, Cash Flow, Syndications, Corporate Finance, Due Diligence, Credit Analysis, Loans, Bloomberg Terminal, Mergers, Microsoft Excel, Financial Statement..., Financial Structuring, Credit, Asset Based Lending, Recapitalizations, LBO, Restructuring, Fixed Income, DCF, Cash Flow Lending, Financial Accounting, Loan Origination
Education
Babson College 2007 — 2011
Bachelor's of Science, Finance & Economics
Tabor Academy 2003 — 2007
HS Diploma, Liberal Arts
Citizens Financial Group, Inc. July 2013 - Present
Citizens Financial Group, Inc. February 2012 - June 2013
HighPoint Capital July 2011 - February 2012
Troon Golf January 2011 - May 2011
Babson College Fund May 2010 - May 2011
North American Management January 2010 - January 2011
ClearEdge Partners December 2007 - January 2010
Atlantic Equity Research February 2008 - October 2008
Skills
Valuation, Financial Modeling, Investments, Bloomberg, Capital Markets, Investment Banking, Mergers & Acquisitions, Microsoft Office, Financial Analysis, Equities, Leveraged Finance, Finance, Capital IQ, Cash Flow, Syndications, Corporate Finance, Due Diligence, Credit Analysis, Loans, Bloomberg Terminal, Mergers, Microsoft Excel, Financial Statement..., Financial Structuring, Credit, Asset Based Lending, Recapitalizations, LBO, Restructuring, Fixed Income, DCF, Cash Flow Lending, Financial Accounting, Loan Origination
Education
Babson College 2007 — 2011
Bachelor's of Science, Finance & Economics
Tabor Academy 2003 — 2007
HS Diploma, Liberal Arts
Joe Blundo's Babson College Fund Experience May 2012 - May 2013
Job Associate at Technology Crossover Ventures
Industry Venture Capital & Private Equity
Experience
Technology Crossover Ventures July 2015 - Present
Harris Williams & Co. June 2013 - July 2015
Babson College Fund May 2012 - May 2013
Babson College 2009 - 2013
Harris Williams & Co. June 2012 - August 2012
Fortelligent April 2011 - May 2012
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Research, Microsoft Office, Financial Analysis, Valuation, Economics, Investments, Bloomberg, Corporate Finance, Capital IQ, Mergers & Acquisitions, Investment Banking
Education
Babson College 2009 — 2013
3.76
Phillips Exeter Academy 2005 — 2009
High School, Economics
Technology Crossover Ventures July 2015 - Present
Harris Williams & Co. June 2013 - July 2015
Babson College Fund May 2012 - May 2013
Babson College 2009 - 2013
Harris Williams & Co. June 2012 - August 2012
Fortelligent April 2011 - May 2012
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Research, Microsoft Office, Financial Analysis, Valuation, Economics, Investments, Bloomberg, Corporate Finance, Capital IQ, Mergers & Acquisitions, Investment Banking
Education
Babson College 2009 — 2013
3.76
Phillips Exeter Academy 2005 — 2009
High School, Economics
Kenneth D. Graves's Babson College Fund Experience May 2011 - May 2012
Job Data Scientist
Industry Information Technology and Services
Experience
Soshag, LLC June 2014 - Present
Consulting June 2014 - Present
Tully and Holland August 2012 - June 2014
Babson College Fund May 2011 - May 2012
CBS Outernet January 2006 - March 2012
PRN, Inc. (Thomson) November 2003 - December 2005
Bizfinity, Inc. 1998 - 2003
OnRadio, Inc. 1997 - 1998
Skills
R, Data Analysis, Data Science, Machine Learning, Financial Modeling, Financial Analysis, Finance, Quantitative Analytics, Predictive Analytics, SQL, Product Management, Start-ups, Management, Mergers & Acquisitions, Valuation, Project Management, Integration, Python, Product Development, C++, Analysis, Portfolio Management, Data Center, Equity Research, Information Technology, Team Management, Negotiation, Corporate Finance, Capital IQ, Bloomberg Terminal, Capital Markets, Business Development, Operations Management, Digital Signage, Systems Engineering, Entrepreneurship, Business Strategy, Bloomberg, Investments, Leadership, Software Development, Financial Reporting, Microsoft Excel, Investment Banking, IT Management, Databases, GNU Octave, Matlab, Statistical Modeling, Data Mining
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2013
MBA, Finance, General, Graduated Summa Cum Laude
University of California, Santa Cruz 1994 — 1997
BA, Classical Latin and Ancient Greek
Modesto Junior College 1991 — 1993
AS, Television Broadcasting & Film
Soshag, LLC June 2014 - Present
Consulting June 2014 - Present
Tully and Holland August 2012 - June 2014
Babson College Fund May 2011 - May 2012
CBS Outernet January 2006 - March 2012
PRN, Inc. (Thomson) November 2003 - December 2005
Bizfinity, Inc. 1998 - 2003
OnRadio, Inc. 1997 - 1998
Skills
R, Data Analysis, Data Science, Machine Learning, Financial Modeling, Financial Analysis, Finance, Quantitative Analytics, Predictive Analytics, SQL, Product Management, Start-ups, Management, Mergers & Acquisitions, Valuation, Project Management, Integration, Python, Product Development, C++, Analysis, Portfolio Management, Data Center, Equity Research, Information Technology, Team Management, Negotiation, Corporate Finance, Capital IQ, Bloomberg Terminal, Capital Markets, Business Development, Operations Management, Digital Signage, Systems Engineering, Entrepreneurship, Business Strategy, Bloomberg, Investments, Leadership, Software Development, Financial Reporting, Microsoft Excel, Investment Banking, IT Management, Databases, GNU Octave, Matlab, Statistical Modeling, Data Mining
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2013
MBA, Finance, General, Graduated Summa Cum Laude
University of California, Santa Cruz 1994 — 1997
BA, Classical Latin and Ancient Greek
Modesto Junior College 1991 — 1993
AS, Television Broadcasting & Film
Nicholas Osborn's Babson College Fund Experience May 2005 - May 2006
Job Asset Investment Strategy at AES
Industry Oil & Energy
Experience
AES October 2013 - Present
Freedom Square Group, LLC June 2010 - October 2013
Loughlin Meghji & Company June 2006 - April 2010
Babson College Fund May 2005 - May 2006
Acergy S.A. May 2005 - August 2005
Mohler, Nixon & Williams May 2001 - June 2004
PricewaterhouseCoopers October 1999 - May 2001
Skills
Acquisition Integration, Performance Improvement, Restructuring, Due Diligence, Mergers, Pricing, Profitability Analysis, Entrepreneurship, Innovation, Innovation Development, Business Model..., Business Model..., mHealth, Financial Modeling, Executive Management, Cross-functional Team..., Business Development, Risk Management, Mergers & Acquisitions, Strategy, Management, Corporate Finance, Management Consulting, Financial Analysis, Analysis, Business Strategy
Education
Babson College 2004 — 2006
Master of Business Administration (MBA), Finance and International Business
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2006
Masters of Business Administration, Finance, International Business
Claremont McKenna College 1995 — 1999
BA, Economics/ Accounting
AES October 2013 - Present
Freedom Square Group, LLC June 2010 - October 2013
Loughlin Meghji & Company June 2006 - April 2010
Babson College Fund May 2005 - May 2006
Acergy S.A. May 2005 - August 2005
Mohler, Nixon & Williams May 2001 - June 2004
PricewaterhouseCoopers October 1999 - May 2001
Skills
Acquisition Integration, Performance Improvement, Restructuring, Due Diligence, Mergers, Pricing, Profitability Analysis, Entrepreneurship, Innovation, Innovation Development, Business Model..., Business Model..., mHealth, Financial Modeling, Executive Management, Cross-functional Team..., Business Development, Risk Management, Mergers & Acquisitions, Strategy, Management, Corporate Finance, Management Consulting, Financial Analysis, Analysis, Business Strategy
Education
Babson College 2004 — 2006
Master of Business Administration (MBA), Finance and International Business
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2006
Masters of Business Administration, Finance, International Business
Claremont McKenna College 1995 — 1999
BA, Economics/ Accounting
Michael Afshar's Babson College Fund Experience June 2005 - May 2006
Job Partner at Aviate Global
Industry Investment Management
Experience
Aviate Global November 2012 - Present
J.W. Bristol July 2006 - November 2012
Babson College Fund June 2005 - May 2006
International Fund Services July 2002 - July 2004
Skills
Equity Research, Industry Analysis, Generalist, Financial Analysis, Equities, Valuation, Asset Managment, Financial Modeling, DCF, Buy-side, Consumer Staples, US Equities, Sector Research, Stock Picking, Value Investing, Growth Investing, Investment Management, Investment Management..., Portfolio Management, Investments, Securities, Hedge Funds, Alternative Investments, Emerging Markets, Bloomberg, Investment Strategies, Capital Markets, Due Diligence, Asset Management, Mergers & Acquisitions
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2006
MBA, Investment Management
American University 1998 — 2002
BS, Biology
The Browning School 1994 — 1998
GED
Aviate Global November 2012 - Present
J.W. Bristol July 2006 - November 2012
Babson College Fund June 2005 - May 2006
International Fund Services July 2002 - July 2004
Skills
Equity Research, Industry Analysis, Generalist, Financial Analysis, Equities, Valuation, Asset Managment, Financial Modeling, DCF, Buy-side, Consumer Staples, US Equities, Sector Research, Stock Picking, Value Investing, Growth Investing, Investment Management, Investment Management..., Portfolio Management, Investments, Securities, Hedge Funds, Alternative Investments, Emerging Markets, Bloomberg, Investment Strategies, Capital Markets, Due Diligence, Asset Management, Mergers & Acquisitions
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2006
MBA, Investment Management
American University 1998 — 2002
BS, Biology
The Browning School 1994 — 1998
GED
Serge Suchkov's Babson College Fund Experience May 2008 - September 2009
Job Trader at Trillium
Industry Investment Management
Experience
Trillium August 2010 - Present
Highmount Capital September 2009 - September 2010
Babson College Fund May 2008 - September 2009
Eaton Vance June 2008 - August 2008
Dolmat Connell and Partners November 2007 - May 2008
Thomson Reuters June 2007 - August 2007
Pawspot.com September 2006 - June 2007
Ameriprise Financial January 2007 - April 2007
Massey Knakal Realty Services September 2004 - August 2006
Education
Babson College 2005 — 2009
Trillium August 2010 - Present
Highmount Capital September 2009 - September 2010
Babson College Fund May 2008 - September 2009
Eaton Vance June 2008 - August 2008
Dolmat Connell and Partners November 2007 - May 2008
Thomson Reuters June 2007 - August 2007
Pawspot.com September 2006 - June 2007
Ameriprise Financial January 2007 - April 2007
Massey Knakal Realty Services September 2004 - August 2006
Education
Babson College 2005 — 2009
Daniel Sisk's Babson College Fund Experience January 2012 - Present
Job Strategic Account Manager
Industry Financial Services
Experience
Babson College Fund January 2012 - Present
OneSource Information Services May 2011 - Present
Thomson Reuters September 2007 - May 2011
Thomson Reuters September 2007 - December 2009
Sun Life Financial May 2000 - September 2007
Skills
Investor Relations, M&A due diligence, New Business Development, Negotiation, Business Intelligence, Consultative Selling, Solution Selling, Customer Relations, SaaS, Contract Negotiation, Problem Solving, Market Research, Financial Analysis, Competitive Analysis, Data Analysis, B2B, Excel, CRM, Business Development, Sales Process, Leadership, Sales
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2012
MBA, Finance, General
Saint Michael's College
Bachelors Degree
Babson College Fund January 2012 - Present
OneSource Information Services May 2011 - Present
Thomson Reuters September 2007 - May 2011
Thomson Reuters September 2007 - December 2009
Sun Life Financial May 2000 - September 2007
Skills
Investor Relations, M&A due diligence, New Business Development, Negotiation, Business Intelligence, Consultative Selling, Solution Selling, Customer Relations, SaaS, Contract Negotiation, Problem Solving, Market Research, Financial Analysis, Competitive Analysis, Data Analysis, B2B, Excel, CRM, Business Development, Sales Process, Leadership, Sales
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2012
MBA, Finance, General
Saint Michael's College
Bachelors Degree
Rick Spillane's Babson College Fund Experience 2009 - Present
Job Lecturer at Babson College
Industry Financial Services
Experience
Eaton Vance Management April 2010 - Present
Babson College Fund 2009 - Present
BCF 2009 - Present
Babson College January 2008 - Present
INMUSIC January 2008 - Present
Xaverian Brothers High School 2005 - Present
Fidelity Investments 1988 - 2007
Eaton Vance 1977 - 1987
Education
Harvard Business School 1975 — 1977
MBA
Rensselaer Polytechnic Institute 1968 — 1972
Bachelor of Science (BS), Chemical Engineering/Environmental Engineering
Eaton Vance Management April 2010 - Present
Babson College Fund 2009 - Present
BCF 2009 - Present
Babson College January 2008 - Present
INMUSIC January 2008 - Present
Xaverian Brothers High School 2005 - Present
Fidelity Investments 1988 - 2007
Eaton Vance 1977 - 1987
Education
Harvard Business School 1975 — 1977
MBA
Rensselaer Polytechnic Institute 1968 — 1972
Bachelor of Science (BS), Chemical Engineering/Environmental Engineering
Mark Barrett, CFA's Babson College Fund Experience August 2007 - May 2008
Job Senior Project Manager, VP Small Business Distribution Strategy at TD
Industry Financial Services
Experience
TD November 2013 - Present
TD Bank November 2011 - October 2013
TD December 2009 - October 2011
TD December 2008 - November 2009
CEI Community Ventures November 2008 - November 2008
Ameriprise Financial September 2005 - June 2008
Babson College Fund August 2007 - May 2008
Skills
Business Strategy, Bloomberg, Financial Analysis, Financial Modeling, Investments, Management, Portfolio Management, Risk Management
Education
Babson College 2004 — 2008
B.S., Finance
University of St. Andrews 2007 — 2007
International Relations
TD November 2013 - Present
TD Bank November 2011 - October 2013
TD December 2009 - October 2011
TD December 2008 - November 2009
CEI Community Ventures November 2008 - November 2008
Ameriprise Financial September 2005 - June 2008
Babson College Fund August 2007 - May 2008
Skills
Business Strategy, Bloomberg, Financial Analysis, Financial Modeling, Investments, Management, Portfolio Management, Risk Management
Education
Babson College 2004 — 2008
B.S., Finance
University of St. Andrews 2007 — 2007
International Relations
Allauki Janani's Babson College Fund Experience May 2011 - May 2012
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2012 - Present
Babson College Fund May 2011 - May 2012
Babson College January 2011 - May 2012
J.P. Morgan June 2011 - August 2011
Navigant Consulting 2010 - 2010
ASK financials June 2009 - August 2009
IndiaBulls Securities Ltd. June 2006 - July 2006
Skills
Entrepreneurship, Trading, Investments, Investment Banking, Risk Management, Equity Research, Financial Modeling, Research, Bloomberg, Capital IQ, Portfolio Management, Finance, Microsoft Excel, Valuation, Financial Analysis, Microsoft Office, Financial Risk, Securities, Corporate Finance, Economics
Education
Babson College 2008 — 2012
Honors BSc, Finance & Economics
The London School of Economics and Political Science (LSE) 2010 — 2010
Summer School, International Relations
Dhirubhai Ambani International School 2006 — 2008
IB Diploma
Gopi Birla Memorial School 1995 — 2006
CBSE X
J.P. Morgan July 2012 - Present
Babson College Fund May 2011 - May 2012
Babson College January 2011 - May 2012
J.P. Morgan June 2011 - August 2011
Navigant Consulting 2010 - 2010
ASK financials June 2009 - August 2009
IndiaBulls Securities Ltd. June 2006 - July 2006
Skills
Entrepreneurship, Trading, Investments, Investment Banking, Risk Management, Equity Research, Financial Modeling, Research, Bloomberg, Capital IQ, Portfolio Management, Finance, Microsoft Excel, Valuation, Financial Analysis, Microsoft Office, Financial Risk, Securities, Corporate Finance, Economics
Education
Babson College 2008 — 2012
Honors BSc, Finance & Economics
The London School of Economics and Political Science (LSE) 2010 — 2010
Summer School, International Relations
Dhirubhai Ambani International School 2006 — 2008
IB Diploma
Gopi Birla Memorial School 1995 — 2006
CBSE X
Shane Garman, CFA's Babson College Fund Experience May 2005 - May 2006
Job Wilkins Investment Counsel VP, Portfolio Manager, & Director of Research
Industry Investment Management
Experience
Wilkins Investment Counsel August 2006 - Present
Babson College Fund May 2005 - May 2006
XOS Digital / Pinnacle Systems July 2001 - July 2005
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2006
MBA - Finance, summa cum laude
Indiana University Bloomington 1992 — 1996
B.S., Kinesiology
Wilkins Investment Counsel August 2006 - Present
Babson College Fund May 2005 - May 2006
XOS Digital / Pinnacle Systems July 2001 - July 2005
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2006
MBA - Finance, summa cum laude
Indiana University Bloomington 1992 — 1996
B.S., Kinesiology
Héctor M. Sánchez-Cano's Babson College Fund Experience 2014 - Present
Job Executive Portfolio Manager at Babson College Fund
Industry Financial Services
Experience
Babson College Fund 2014 - Present
WIP May 2015 - August 2015
APD Advanced Plumbing Distributors Inc. September 2012 - August 2014
Untitleds August 2007 - September 2012
HS Mechanical Group May 2011 - August 2012
JSa June 2011 - August 2011
Hs Mechanical Group Inc August 2008 - November 2009
Rojkind Arquitectos June 2008 - August 2008
El Cielo June 2007 - August 2007
Andrés Mignucci Arquitectos February 2007 - April 2007
Skills
SketchUp, Construction, AutoCAD, Architectural Design, Design Research, InDesign, Sketching, Revit, Photoshop, Rhino, Microsoft Office, PowerPoint, Model Making, AutoCAD Architecture, Urban Design, Architectural Drawings, Rendering, ArchiCAD, Construction Drawings, Illustrator, Microsoft Word, Equity Valuation, DCF Valuation, Investment Valuation, Portfolio Management, Capital Budgeting, Financial Analysis, Leadership, Management, Microsoft Excel, Finance, Entrepreneurship, Strategic Planning, Business Strategy, Business Development, Strategy, Marketing Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, 3.52
Polytechnic University of Puerto Rico 2005 — 2012
Bachelor of Architecture (B.Arch.), Architecture
Torcuatto di Tella University 2008 — 2008
Study Abroad, Architecture
Babson College Fund 2014 - Present
WIP May 2015 - August 2015
APD Advanced Plumbing Distributors Inc. September 2012 - August 2014
Untitleds August 2007 - September 2012
HS Mechanical Group May 2011 - August 2012
JSa June 2011 - August 2011
Hs Mechanical Group Inc August 2008 - November 2009
Rojkind Arquitectos June 2008 - August 2008
El Cielo June 2007 - August 2007
Andrés Mignucci Arquitectos February 2007 - April 2007
Skills
SketchUp, Construction, AutoCAD, Architectural Design, Design Research, InDesign, Sketching, Revit, Photoshop, Rhino, Microsoft Office, PowerPoint, Model Making, AutoCAD Architecture, Urban Design, Architectural Drawings, Rendering, ArchiCAD, Construction Drawings, Illustrator, Microsoft Word, Equity Valuation, DCF Valuation, Investment Valuation, Portfolio Management, Capital Budgeting, Financial Analysis, Leadership, Management, Microsoft Excel, Finance, Entrepreneurship, Strategic Planning, Business Strategy, Business Development, Strategy, Marketing Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, 3.52
Polytechnic University of Puerto Rico 2005 — 2012
Bachelor of Architecture (B.Arch.), Architecture
Torcuatto di Tella University 2008 — 2008
Study Abroad, Architecture
Nicholas Loukellis's Babson College Fund Experience May 2011 - May 2012
Job Digital Media Manager at TCAA
Industry Marketing and Advertising
Experience
TCAA 2012 - Present
Babson College Fund May 2011 - May 2012
Tyco International January 2011 - May 2011
United Technologies 2011 - 2011
Hamilton Sundstrand 2010 - 2010
Skills
Portfolio Management, Financial Analysis, Entrepreneurship, Strategy, Market Research, Management, Analytics
Education
Babson College
Business Management, Finance/Investment Management
TCAA 2012 - Present
Babson College Fund May 2011 - May 2012
Tyco International January 2011 - May 2011
United Technologies 2011 - 2011
Hamilton Sundstrand 2010 - 2010
Skills
Portfolio Management, Financial Analysis, Entrepreneurship, Strategy, Market Research, Management, Analytics
Education
Babson College
Business Management, Finance/Investment Management
Pratima Abichandani's Babson College Fund Experience September 2012 - Present
Job Executive In Residence at Babson College Fund
Industry Investment Management
Experience
Pratham USA January 2015 - Present
Babson College Fund September 2012 - Present
Fidelity Investments, Crosby Advisors May 2004 - May 2011
Fidelity Management and Research Company 2002 - May 2004
Fidelity Management and Research Company November 2000 - December 2002
Fidelity Management and Research Company February 2000 - November 2000
Fidelty International 1998 - 2000
Fidelity International 1995 - 2000
Fidelity Management and Research Company August 1994 - August 1995
Skills
Mutual Funds, Investment Management, Strategy, Equity Research, Asset Managment, Alternative Investments, Hedge Funds, Asset Allocation, Bloomberg
Education
Harvard Business School 1992 — 1994
MBA, Finance
Rutgers University, College of Engineering 1985 — 1989
BS, Industrial Engineering
Pratham USA January 2015 - Present
Babson College Fund September 2012 - Present
Fidelity Investments, Crosby Advisors May 2004 - May 2011
Fidelity Management and Research Company 2002 - May 2004
Fidelity Management and Research Company November 2000 - December 2002
Fidelity Management and Research Company February 2000 - November 2000
Fidelty International 1998 - 2000
Fidelity International 1995 - 2000
Fidelity Management and Research Company August 1994 - August 1995
Skills
Mutual Funds, Investment Management, Strategy, Equity Research, Asset Managment, Alternative Investments, Hedge Funds, Asset Allocation, Bloomberg
Education
Harvard Business School 1992 — 1994
MBA, Finance
Rutgers University, College of Engineering 1985 — 1989
BS, Industrial Engineering