Bentley Investment Group
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Bentley Investment Group Employees
Santander Private Banking International May 2012 - February 2013
Bentley Investment Group August 2008 - December 2011
Mutuactivos June 2008 - August 2010
Skills
Bloomberg, Microsoft Excel, Spanish, Microsoft Word, English, Financial Markets, Investment Banking, Financial Analysis, Venture Capital, Due Diligence, Fixed Income, Equity Valuation, Equities, Market Research, Bloomberg Terminal, Financial Modeling, Equity Research, Derivatives, Morningstar, Multitasking Skills, Prioritize Workload, Bilingual-English/Spanis..., Visual Basic
Education
Bentley University 2009 — 2011
Bachelor; graduate, Business Administration; Finance
Putnam Investments April 2014 - Present
Duff & Phelps July 2012 - April 2014
Strategic Risk Solutions May 2010 - May 2012
Bentley Investment Group September 2008 - April 2012
Liberty Mutual Insurance June 2011 - August 2011
Skills
Bloomberg, Valuation, Financial Analysis, Financial Modeling, Microsoft Office, Microsoft Excel, Bloomberg Terminal, Morningstar, Accounting, Financial Reporting, Business Valuation
Education
Bentley University 2008 — 2012
B.S., Economics-Finance, Quantitative Perspectives
Bentley University 2008 — 2012
Bachelor of Science, Economics-Finance and Liberal Studies; Quantitative Perspectives
Terryville High School
Bentley Investment Group September 2014 - Present
Ember Coal Fire Pizza and Wings August 2012 - Present
Bentley Service Learning September 2014 - December 2014
The Role of Community Service in a For-Profit Organization September 2014 - December 2014
Rustic Pathways October 2012 - November 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Social Media, Time Management, Leadership, Public Speaking, Event Planning, Team Leadership, Photoshop, Hospitality, Sales, English, Event Management, Management
Education
Bentley University 2013 — 2017
Corporate Finance and Accounting, Sophomore
Institut Catholique de Paris 2013 — 2013
French Language, Politics and Economy of France, French Cinema
Accenture March 2015 - Present
Sapient Global Markets December 2013 - March 2015
Sapient Global Markets January 2012 - November 2013
Catchy Products Company, LLC January 2009 - December 2011
Kappa Sigma Fraternity January 2009 - November 2011
Circadian Capital LLC May 2011 - August 2011
Bentley Investment Group September 2010 - May 2011
Bentley University - Economics and Finance Society September 2009 - May 2011
Bentley University August 2009 - May 2011
The Bank of New York Mellon June 2010 - August 2010
Skills
Data Analysis, Research, Leadership, Financial Risk, Start-ups, Bloomberg Terminal, Bloomberg, Equity Research, Equities, Financial Modeling, Capital IQ, DCF, Fixed Income, Financial Markets, Derivatives, Portfolio Management, Investments, Valuation, Equity Valuation, Asset Managment, Trading, Analysis, Financial Analysis, Equity Trading, Mutual Funds, Technical Analysis, Capital Markets, Economics, Corporate Finance
Education
Bentley University 2008 — 2011
Bachelor of Science, Finance, Liberal Studies Major: Ethics and Social Responsibility
Copenhagen Business School 2009 — 2009
Exchange Program, Economics
Susquehanna International Group, LLP (SIG) January 2014 - Present
Oppenheimer & Co. July 2013 - January 2014
Hughey Center for Financial Services September 2009 - May 2013
Bentley Investment Group April 2012 - April 2013
Oppenheimer & Co. June 2012 - August 2012
Bentley Investment Group October 2011 - April 2012
SCS Financial June 2011 - August 2011
Skills
Investments, Valuation, Bloomberg, Equities, Financial Analysis, Portfolio Management, Finance, Trading, Investment Banking, Mutual Funds, Capital IQ, Mergers & Acquisitions, Financial Modeling, Morningstar
Education
Bentley University 2009 — 2013
B.S., Corporate Finance and Accounting
Rumson Fair Haven Regional High School
Hitachi Consulting July 2014 - Present
Tim Labs Inc November 2012 - May 2014
Bentley Investment Group August 2011 - April 2013
Bentley University August 2011 - May 2014
Brown Brothers Harriman June 2013 - August 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Abercrombie & Fitch September 2010 - March 2011
The Boulders, A Waldorf Astoria Resort May 2008 - August 2008
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Microsoft Word, Policy Analysis, Public Speaking, Public Policy, Stata, Social Media, SPSS, Economics, English, Editing, Photoshop, Bloomberg, Bloomberg Terminal
Education
Bentley University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Economics
Cactus Shadows High School 2006 — 2010
International Baccalaureate Diploma and Highschool Diploma
Cowen and Company June 2014 - Present
Canaccord Genuity Inc. June 2013 - June 2014
Hughey Center for Financial Services September 2012 - May 2013
Bentley Investment Group May 2012 - April 2013
Siguler Guff & Company May 2012 - August 2012
Bentley Investment Group October 2010 - May 2012
Ledley Food Service June 2004 - August 2011
Skills
Capital IQ, Financial Analysis, Microsoft Excel, Equities, Morningstar, Qualitative Research, Financial Software, Financial Modeling, Finance, Bloomberg Terminal, Financial Statement..., Bloomberg, Equity Research, Accounting Applications, Economics, Investment Banking, Portfolio Management, PowerPoint, Accounting
Education
Bentley University 2010 — 2013
Bachelor of Science (B.S.) - Summa cum Laude, Economics & Finance
Eaton Vance June 2013 - Present
Bentley Investment Group September 2009 - May 2013
Bentley Economics and Finance Society September 2010 - December 2012
Fidelity Investments June 2012 - August 2012
National Institutes of Health June 2007 - August 2011
Skills
Financial Modeling, Financial Analysis, Market Research, Finance, Investments, Microsoft Excel, Research, Data Analysis, Valuation
Education
Bentley University 2009 — 2013
BS, Economics and Finance, Minor in Accountancy
CFA Institute
RBC Capital Markets July 2014 - Present
Bentley Investment Group September 2010 - April 2014
Hughey Center for Financial Services May 2011 - October 2013
BlackRock May 2013 - August 2013
Versailles Group, Ltd. June 2012 - August 2012
KPMG May 2011 - July 2011
AGacquisitions Group June 2010 - August 2010
ING June 2009 - July 2009
Education
Bentley University
Bachelor of Science in Finance; Minor in Economics
American British Academy
International Baccalaureate Diploma
Morgan Stanley Private Wealth Management February 2013 - May 2014
JPMorgan Chase May 2012 - February 2013
Merrill Lynch December 2011 - May 2012
Bentley Investment Group January 2010 - May 2012
Espirito Santo Bank June 2011 - August 2011
Conade Distribuidora Produtos Eletrônicos June 2010 - August 2010
Proex Trading, Inc., Electronics Import/Export Company June 2009 - August 2009
North Rio Electronics., Brazilian Electronics Store July 2008 - August 2008
Skills
Quantitative Analysis, Financial Modeling, Bloomberg, Fixed Income, Equities, Quantitative Analytics, Microsoft Excel, Valuation, Equity Research, Investments, Portfolio Management
Education
Bentley University 2008 — 2012
Bachelors of Science, Finance
Palmer Trinity School 2003 — 2008
Bentley Investment Group April 2014 - Present
Bentley University November 2013 - Present
Jefferies LLC May 2015 - August 2015
Vertical Research Partners May 2014 - August 2014
Northwestern Mutual June 2013 - September 2013
JMP Group May 2013 - June 2013
Banana Republic / Gap Inc. May 2012 - August 2012
Skills
Leadership, Bloomberg, Financial Analysis, Public Speaking, Microsoft Excel, Microsoft Word, Time Management, Accounting, Sales, Teamwork, Equity Research, Customer Service, PowerPoint, Research, Consulting
Education
Bentley University 2012 — 2016
Bachelor of Science (BS), Corporate Finance and Accounting, Presidents List & Deans List
Phillips Exeter Academy 2011 — 2012
12th
Bishop Guertin Highschool 2007 — 2011
9th-12th
KPMG June 2015 - August 2015
The Cooperative Bank of Cape Cod May 2015 - June 2015
Bentley Investment Group September 2014 - May 2015
The Cooperative Bank of Cape Cod May 2014 - August 2014
The Cooperative Bank of Cape Cod May 2013 - August 2013
The Ridge Club & Hyannisport Golf Club April 2007 - August 2013
Skills
Sales, Microsoft Excel, Investments, Stock Trading, Finance, Management, Market Research, Leadership, Teamwork, Research, Time Management, Outlook
Education
Bentley University 2012 — 2016
Candidate for a Bachelor of Science Degree, Finance, General
Sandwich High School 2008 — 2012
High School Diploma
UBS Investment Bank February 2015 - Present
Bentley Investment Group September 2012 - December 2014
UBS Investment Bank June 2014 - August 2014
Battery Global Advisors February 2014 - May 2014
Hughey Center for Financial Services May 2013 - November 2013
Preston Todd Advisors May 2013 - July 2013
Finance & Credit Bank June 2012 - August 2012
Skills
Bloomberg, Financial Analysis, Valuation, Equities, Market Research, Capital IQ, Alternative Energy, Financial Modeling
Education
Bentley University 2011 — 2015
Bachelor of Science (BS), Finance, General, Sophomore
Pechersk School International
EY July 2015 - Present
Bentley University August 2012 - December 2014
Bentley Investment Group September 2011 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Bank of America Merrill Lynch June 2013 - August 2013
Skills
Securities, ETFs, Equities, Options Strategies, Comparable Analysis, Equity Trading, Fixed Income, Valuation, Leadership, Mutual Funds, Bloomberg Terminal, Investments, Bloomberg, Public Speaking, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office
Education
Bentley University 2011 — 2015
Bachelor's Degree, Corporate Finance, GPA: 3.7 / 4.0
Travelers July 2015 - Present
Bentley Investment Group September 2013 - December 2014
Liberty Mutual Insurance May 2014 - August 2014
Bread For Life May 2013 - September 2013
Skills
Teamwork, Public Speaking, Data Analysis, Finance, Economics, Nonprofits, Microsoft Excel, Bloomberg, PowerPoint, Microsoft Office, Microsoft Word, Financial Modeling, English, Research, Social Media, Photoshop, Risk Management
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Economics-Finance, 3.789
Newington High School
UMass Memorial Medical Center November 2014 - Present
Guard Hill Holdings July 2009 - October 2014
Homesite Insurance December 2013 - May 2014
Bentley University September 2012 - May 2014
Bentley University September 2013 - December 2013
Bentley Investment Group September 2010 - December 2012
Skills
Microsoft Excel, Microsoft Access, SAS, SQL, Java, Python, Leadership, Research, Negotiation, MySQL, R, Data Analysis, PowerPoint, Investments, Financial Markets, Microsoft Office, Probability, Public Speaking, HTML, Statistics, Databases
Education
Bentley University 2010 — 2014
Bachelor of Science, Actuarial Science
Fox Lane High School 2006 — 2010
Wells Fargo Advisors December 2013 - Present
Bentley Investment Group September 2014 - October 2015
J.P. Morgan May 2015 - August 2015
Asset Alliance / Hedge Harbor May 2014 - September 2014
Covidien June 2013 - August 2013
Sullivan & Sweeney Law Firm July 2012 - September 2012
Skills
Microsoft Excel, Research, PowerPoint, Microsoft Office, Microsoft Word, Bloomberg Software, Social Media, HTML, Photoshop, Java, FactSet, PPRM, MS Project, Microsoft Project
Education
Bentley University 2012 — 2016
Bachelor’s Degree, Economics and Finance (Eco-FI, Senior
Canton High School 2008 — 2012
RBC Capital Markets June 2015 - August 2015
Unidesk September 2014 - August 2015
Versailles Group, Ltd. October 2014 - May 2015
Bentley Investment Group September 2014 - May 2015
Northwestern Mutual May 2014 - August 2014
Skills
Finance, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Leadership, Bloomberg, Teamwork, Equity Research, Financial Modeling, Valuation, Investments, Investment Banking
Education
Bentley University 2013 — 2017
Bachelor’s Degree, Economics and Finance, 3.85/4.00
Madison Public Schools 2009 — 2013
High School, General Education
Windham Capital Management June 2014 - Present
Windham Capital Management January 2012 - Present
Bentley Investment Group October 2009 - April 2012
John Hancock Life Insurance Company (U.S.A.) June 2011 - August 2011
Ameriprise Financial March 2010 - May 2011
Edge Strategies Inc. May 2007 - May 2011
Skills
Portfolio Management, Asset Allocation, Portfolio Optimization, Quantitative Finance, Global Tactical Asset..., Microsoft Excel, Portfolio Risk..., Windham Portfolio..., ETFs, Client Education, Series 7, Series 66, Investment Management, Investments, Asset Management, Quantitative Analytics
Education
Bentley University 2008 — 2012
Economics & Finance
Wayland High School 2005 — 2008
BBVA February 2015 - Present
BBVA September 2014 - January 2015
DDJ Capital Management September 2013 - September 2014
West Avenue Capital May 2011 - August 2012
Bentley Investment Group September 2010 - May 2012
William Raveis Real Estate May 2009 - June 2009
Skills
Private Equity, Financial Analysis, Investment Banking, Investments, Portfolio Management, Capital IQ, Morningstar, Bloomberg, Equity Research, Commodity, Valuation, Risk Management, Analysis, Equity Valuation, Corporate Finance
Education
Bentley University 2009 — 2013
BS, Finance
Landmark Partners August 2015 - Present
Landmark Partners August 2013 - July 2015
Provident Healthcare Partners, LLC January 2013 - May 2013
Reliance Financial Advisors June 2012 - May 2013
Bentley Investment Group September 2011 - May 2013
Bentley University Media and Culture Labs January 2010 - May 2013
Parexel International June 2011 - January 2012
Skills
Portfolio Management, Public Speaking
Education
Bentley University 2009 — 2013
Bachelor of Science, Finance; Minor in Business Economics
Seton Hall Preparatory School 2005 — 2009
High School Diploma
Bond University
International Finance
New Legacy Capital, LLC June 2015 - Present
Bentley Investment Group September 2013 - May 2015
Sigma Chi Fraternity, Lambda Upsilon Chapter April 2014 - January 2015
Macquarie Group August 2014 - August 2014
THiNKGREEN! Global Advisors, Inc. June 2014 - August 2014
Bentley University August 2013 - May 2014
Bentley University August 2012 - May 2014
WeiserMazars LLP December 2012 - February 2013
UBS Sophomore Symposium 2013 - 2013
WeiserMazars LLP May 2012 - September 2012
Skills
Financial Statement..., Financial Statement..., Teamwork, Relationship Management
Education
Bentley University 2011 — 2015
Corporate Finance and Accounting, Senior
Chaminade High School 2007 — 2011
Liberty Mutual Investments June 2015 - Present
Bentley Investment Group 2014 - Present
Liberty Mutual Insurance June 2014 - August 2014
Migis Hotel Group June 2013 - August 2013
Arthur J. Gallagher & Co. July 2012 - August 2012
Skills
Risk Management, Microsoft Excel, Finance, Leadership, Bloomberg Terminal, Factset, SPSS, Peachtree, SAP (Fall 2014), PowerPoint, Microsoft Word, Teamwork, Bloomberg Essentials..., Accounting
Education
Bentley University 2012 — 2016
Bachelor’s Degree, Finance, Rising Senior
J.P. Morgan June 2013 - Present
Hughey Center for Financial Services May 2011 - April 2013
Bentley Investment Group September 2009 - April 2013
J.P. Morgan June 2012 - August 2012
SVB Financial Group May 2011 - August 2011
Education
Bentley University 2009 — 2013
Bachelor of Science in Economics-Finance; Liberal Studies Major in Earth, Environment, and Global Sustainability; Minor in Accountancy
Hopkins School 2005 — 2009
Alodiga December 2014 - Present
Deloitte Brasil June 2014 - July 2014
Bentley Investment Group September 2012 - 2013
UBS Wealth Management July 2012 - August 2012
Bentley University January 2012 - April 2012
Skills
Financial Analysis, Portfolio Management, Economics, Financial Modeling, Spanish, Bloomberg, Microsoft Excel, PowerPoint, Management, Microsoft Word, Data Analysis, Investments, Customer Service, Finance, SPSS, Analysis, Research, Access Database, Access, VBA, HTML, Expression Web, JavaScript, International Finance, Mobile Payments, Soccer, Sailing, Renewable Energy, Boxing, International Project..., Intangible Assets, WACC, Valuation, Entrepreneurship, Microsoft Office, Public Speaking, Teamwork, Social Media, English, Leadership
Education
Bentley University 2011 — 2014
Bachelor of Science (B.S.), Finance, General
Institut Le Rosey 2008 — 2011
International Baccalaureate
Instituto Cumbres de Caracas 2000 — 2008
Barclays Investment Bank June 2015 - Present
Bentley Investment Group May 2014 - Present
Bentley Investment Group September 2014 - Present
Bentley Investment Group September 2013 - Present
Skills
Mathematics, Microsoft Excel, Microsoft PowerPoint, Financial Modeling, Valuation, Presentations, Bloomberg, FactSet, Writing
Education
Bentley University 2012 — 2016
Bachelor of Science, Economics and Finance - Minor in Mathematics
Falmouth High School 2008 — 2012
Bentley University August 2014 - Present
Bentley Investment Group September 2012 - Present
Jefferies LLC May 2015 - July 2015
Shields & Company September 2014 - May 2015
TheStreet August 2014 - September 2014
The Omerta Group May 2014 - July 2014
Maguire Associates, Inc. December 2013 - December 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Teamwork, Data Analysis, Leadership, Management, Financial Analysis, Research, Accounting, Finance, Team Leadership, Outlook, Social Media, Sales, Time Management, Facebook, Public Speaking, Investment Banking, Financial Modeling, Valuation, Corporate Finance
Education
Bentley University 2012 — 2016
B.S., Finance, Economics
Boston University 2012 — 2013
Army Reserve Officer Training Corps
Kennett High School 2008 — 2012
9-12
Wellington Management July 2014 - Present
Bentley Investment Group March 2013 - April 2014
Bentley Investment Group March 2013 - April 2014
The Boston Company June 2012 - April 2014
Huey Center For Financial Services September 2012 - November 2013
Skills
Portfolio Management, Finance, Analysis, Management, Asset Management, Asset Allocation, Program Management, Equity Research, Economics, Project Finance, Insurance, Stata, Data Analysis, Capital Markets, Fixed Income
Education
Bentley University 2010 — 2014
Bachelor's, Economics/Finance, Junior
Morgan Stanley Investment Management June 2014 - Present
Bentley Investment Group April 2013 - April 2014
Hughey Center for Financial Services April 2012 - October 2013
Morgan Stanley Investment Management May 2013 - August 2013
Consilium Partners September 2011 - June 2012
Skills
Bloomberg, Crystal Ball, Morningstar, Capital IQ, Factset, Excel, PowerPoint, Valuation, Financial Markets, Microsoft Word, Financial Modeling, Microsoft Excel, Microsoft Office, Investments, Financial Analysis, Finance
Education
Bentley University 2010 — 2014
Bachelor of Science, Finance and Liberal Studies; Concentration in Global Perspectives
London School of Economics 2012 — 2012
Pinkerton Academy 2006 — 2010
Quantrun Investments June 2015 - August 2015
Bentley Investment Group September 2014 - May 2015
MAD Investment Group, Cummingham Commodities LLC May 2014 - July 2014
Newton-Wellesley Hospital June 2012 - July 2012
Wellesley High School Business Club January 2012 - June 2012
Skills
Quantitative Investing, Quantitative Finance, Investments, Financial Analysis, Financial Modeling, Statistics, Financial Markets, Bloomberg, Trading, Microsoft Excel, Valuation, Quantitative Analytics
Education
Bentley University 2013 — 2017
Bachelor of Science (BS), Economics-Finance, Quantitate Perspectives, Class of 2017
Wellesley High School 2009 — 2013
Highschool Diploma
2015 College Fed Challenge April 2015 - Present
Bentley Investment Group February 2015 - Present
Accounting Center for Electronic Learning and Business Measurement (ACELAB) September 2014 - Present
Bentley Economics-Finance Society March 2014 - Present
Family Investment Portfolio January 2009 - Present
Bentley University September 2013 - Present
SS+K June 2014 - August 2014
Skills
Financial Analysis, Investments, Equities, Microsoft Excel, Portfolio Management, Risk Management, Strategic Financial..., Asset Management, Finance, Financial Modeling, Microsoft Office, Analysis, Leadership, Teamwork, Microsoft Word, Public Speaking
Education
Bentley University 2013 — 2017
Bachelor's Degree, Economics-Finance, 3.91
The London School of Economics and Political Science (LSE)
Study Abroad, Applied Valuation and Securities Analysis
Merrill Lynch August 2015 - Present
Bentley Investment Group September 2014 - Present
Merrill Lynch May 2015 - August 2015
Charter Oak Country Club June 2013 - August 2013
Nashawtuc Country Club June 2012 - August 2012
Skills
Teamwork, PowerPoint, Leadership, Microsoft Excel, Microsoft Office, Public Speaking, Bloomberg Terminal, Equity Research, Social Media, Microsoft Word, Time Management, FactSet, Outlook, Financial Modeling, SAP, Morningstar, Financial Analysis
Education
Bentley University 2014 — 2016
Bachelor of Science (B.S.), Finance, Junior: 3.7 GPA
Stony Brook University 2012 — 2014
Bachelor of Science (B.S.), Business Management, Specialty in Finance, 3.83 GPA
Lincoln-Sudbury Regional High School 2008 — 2012
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley Wealth Management June 2013 - April 2014
Morgan Stanley Wealth Management May 2011 - September 2012
Bentley Investment Group September 2010 - May 2011
Pine Brook Country Club April 2010 - September 2010
MembersFirst December 2008 - August 2009
Education
Bentley University 2009 — 2013
Bachelor of Science (BS), Major - Finance // Double Minor - International Economics, Computer Information Systems, 3.42
Lincoln-Sudbury
Bentley Investment Group September 2014 - May 2015
Zolio Inc June 2014 - August 2014
Banco Mercantil June 2014 - August 2014
Skills
Financial Projection, Credit Analysis, Due Diligence, Team Leadership, Bloomberg, Valuation, Corporate Finance, Investments, Microsoft Excel, PowerPoint, Spanish, Trading, Finance, Financial Modeling, Data Analysis, Budgets, Investment Management, Project Finance
Education
Bentley University 2013 — 2017
Bachelor of Finance, Finance, General, 3.64
Instituto Educacional Henry Clay 1998 — 2013
High School Diploma
Morgan Stanley November 2014 - Present
Bentley University September 2013 - Present
Bentley Investment Group September 2013 - Present
Wilmington DPW June 2014 - August 2014
Indian Ridge Country Club March 2010 - August 2013
Skills
Stock Market, Options, Bloomberg, Financial Statements, Microsoft Excel, FactSet, Investments, PowerPoint
Education
Bentley University 2013 — 2017
Bachelor of Arts (B.A.), Finance and Economics
Wilmigton High School 2009 — 2013
Oppenheimer & Co. Inc. May 2015 - Present
Bentley Microfinance Group September 2013 - Present
Bentley Investment Group September 2013 - Present
Bentley University Orientation June 2014 - July 2014
Skills
Finance, Loans, Microfinance, Sales, Financial Analysis, Credit, Investments, Loan Origination, Communication, Relationship Management, Microsoft Excel, Accounting, Leadership, Microsoft Office, Portfolio Management, Microsoft Word, PowerPoint, Teamwork, Management, Entrepreneurship, CRM
Education
Bentley University 2013 — 2017
Bachelor of Science (B.S.), Finance
WU (Vienna University of Economics and Business) 2015 — 2015
Finance and Economics
Bentley Investment Group September 2013 - Present
Massachusetts State House May 2013 - July 2014
Skills
Communication, Team Orientated, Microsoft Word, Microsoft Excel, Research, Financial Analysis, Microsoft Office
Education
Bentley University 2012 — 2016
Bachelor’s Degree, Finance, Junior
Braintree High School 2008 — 2012
High School
Artisan Partners July 2015 - Present
Windrose Advisors May 2014 - May 2015
Bentley Investment Group October 2012 - 2015
Loop Capital Markets June 2013 - August 2013
Eaton Vance June 2012 - August 2012
Nike June 2010 - August 2012
Entrepreneur January 2008 - August 2012
Procter & Gamble April 2012 - April 2012
Education
Bentley University
Economics-Finance
John D. O'Bryant School of Math and Science 2005 — 2011
H.S. Diploma
Hughey Center for Financial Services - Trading Room May 2014 - Present
Bentley Investment Group January 2014 - Present
BNP Paribas June 2015 - August 2015
Delta Sigma Pi January 2014 - April 2015
Deutsche Asset Management June 2013 - August 2013
Skills
Finance, Mergers & Acquisitions, Financial Modeling, Mandarin Chinese, Financial Analysis, Accounting, Portfolio Management, Wealth Management, Mutual Funds, Trading, Equities, PowerPoint, Microsoft Excel, Teamwork, Microsoft Office, Leadership
Education
Bentley University 2013 — 2017
Bachelor of Science (B.S.) (150 credit hours upon graduation), Major in Corporate Finance and Accounting Minor in Mandarin Chinese, 4.0
Middlebury Summer Language Schools - Chinese School
Mandarin Chinese, June 2014 – August 2014
Bentley Investment Group September 2014 - Present
Steamboat Ski & Resort Corporation January 2010 - Present
Cape Resorts May 2011 - November 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, English, Research, Social Media, Windows, Team Leadership, HTML, Time Management, Leadership, Spanish, Project Management, Corporate Finance, Teaching, Analysis, Management Consulting, Operations Management, Teaching Adults, Brand Development, Business Development, Business Strategy, Advertising, Public Speaking, Marketing, Corporate Communications, Events Coordination, International Business
Education
Bentley University
Bachelor's Degree, Business/Managerial Economics
Orange Coast College 2013 — 2014
Associate's degree in Business Administration, International Business
Universidade Federal de Santa Catarina 2013 — 2013
Portuguese Language and Literature, B+
Universidad de León 2008 — 2009
Spanish Language and Literature, B+
Durham Technical Community College 2010 — 2010
Energi August 2015 - Present
Broggini Consulting Services (BCS) January 2015 - May 2015
Bentley Investment Group August 2013 - February 2015
Bentley Investment Group August 2012 - April 2013
Skills
Market Research, Teamwork, Consulting, Economics, Finance, Time Management, Equity Valuation, Business Ethics, Leadership, Energy Industry, Analysis, Public Speaking, Comparable Analysis, Energy Insurance, Strategic Financial..., Business Valuation, Bloomberg, Forecasting, Microsoft Office, Financial Analysis, Microsoft Excel, Corporate Finance, Microsoft Word, Securities, Team Leadership, Graphic Design, Business Analysis, PowerPoint, Data Analysis, Investments, Research, Game Design, Character Animation, Illustration, Blender, Game Theory, Accounting, Auditing, Premium Auditing, Spreadsheets
Education
Bentley University 2011 — 2015
Bachelor's Degree, Economics-Finance
Winchester High school 2007 — 2011
High School, High School/Secondary Diplomas and Certificates
Global Atlantic Financial Group January 2014 - Present
Global Atlantic Financial Group June 2013 - December 2013
Goldman Sachs June 2012 - May 2013
Bentley Investment Group January 2011 - May 2012
Goldman Sachs June 2011 - August 2011
Skills
Access, PowerPoint, Bloomberg, Word, Outlook, Excel, Factset, Morningstar, Equities
Education
Bentley University 2008 — 2012
BS, Economics & Finance
Bond University 2011 — 2011
Semester Abroad, Economics/Econometrics
Hyatt Regency Cambridge October 2009 - Present
Nepal Ko Yuva June 2013 - Present
Hyatt Regency Cambridge June 2015 - September 2015
Bentley Investment Group September 2013 - May 2015
Skills
Hospitality Management, Food & Beverage, Dance, Asset Management, Financial Analysis, Financial Modeling, Financial Reporting, Derivatives, Equity Trading, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, PowerPoint, Public Speaking, Customer Service, Accounting, Management
Education
Bentley University 2013 — 2015
BS, Finance
Bunker Hill Community College 2011 — 2013
BS, Finance
Shree Souvagyadaya Higher Secondary School, Lamjung, Nepal 1995 — 2006
High School
Office of Academic Services September 2015 - Present
Bentley Investment Group September 2013 - Present
Bentley Investment Group September 2014 - September 2015
BFC Banco Fondo Común July 2015 - August 2015
HES Group August 2014 - August 2014
Financorp Valores Casa de Bolsa C.A July 2014 - July 2014
Seventec Corporation June 2013 - June 2013
Gente Nueva Congress 2012 - 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, FactSet Research Systems, Data Analysis, PowerPoint, Microsoft Office, Public Speaking, Finance
Education
Bentley University 2013 — 2017
B.S. in Finance; Liberal Arts Major: Concentration in Quantitative Perspectives, Finance & Mathematical Sciences, 3.76
Instituto Cumbres De Caracas 2002 — 2013
Columbia University in the City of New York 2012 — 2012
Summer Program, Law and Marketing
Tasis International School of London 2011 — 2011
Summer Program, International Business
Bentley Economics-Finance and Statistics Learning Center September 2014 - Present
Bentley Investment Group January 2014 - Present
Bentley Investment Group September 2013 - Present
YNG BENTLEY UNIVERSITY GROUP & ALL BOSTON GROUP, Young Presidents Organization December 2011 - Present
Bank Vontobel AG May 2014 - July 2014
Bentley Investment Group September 2012 - September 2013
Banque Privée Edmond de Rothschild June 2013 - July 2013
Bentley Microfinance Group December 2011 - December 2012
Sciens Capital Management June 2012 - July 2012
Skills
Investments, Bloomberg Terminal, Finance, Equities, Microsoft Office, Derivatives, Valuation, Fixed Income, Capital IQ, Equity Research, Hedge Funds, Asset Management, Analysis, Financial Modeling, Financial Analysis, Capital Markets, FX Derivatives, Financial Markets, Foreign Exchange, HTML, XHTML, SPSS, Julia, Matlab, Microsoft Excel
Education
Bentley University 2011 — 2015
B.Sc., Economics Finance
Bocconi University 2013 — 2013
Semester Program, Finance, General
Athens College 1999 — 2011
International Baccalaureate, High School
Barclays Investment Bank July 2015 - Present
Bentley Investment Group May 2014 - Present
Barclays Investment Bank June 2014 - August 2014
Hughey Center for Financial Services May 2013 - December 2013
Provident Healthcare Partners, LLC May 2013 - August 2013
Prime, Buchholz & Associates June 2012 - December 2012
Skills
Microsoft Excel, Bloomberg, Capital IQ, Bloomberg Terminal, Equity Research, Hedge Funds, Private Equity, DCF Valuation, Fixed Income, Equity Valuation, Credit Analysis
Education
Bentley University 2011 — 2015
Candidate for Bachelor's degree, Economics-Finance
Bond University 2013 — 2013
Coe-Brown Northwood Academy 2007 — 2011
Atlantic Trust Private Wealth Management May 2012 - Present
Bentley Investment Group May 2012 - Present
Macroeconomic Group December 2011 - Present
CW Capital June 2011 - May 2012
Bentley University- Office of Academic Services January 2011 - December 2011
Northern Bank & Trust Company January 2008 - September 2010
Education
Bentley University 2009 — 2013
Bachelor of Science, Economics-Finance
Westford Academy 2005 — 2009
Banco Santander November 2014 - Present
Fidelity Investments June 2014 - August 2014
MetLife January 2014 - May 2014
Fidelity Investments March 2012 - December 2013
MetLife February 2012 - March 2012
i-parcel, LLC November 2011 - January 2012
Equity Metrics May 2011 - August 2011
Bentley Investment Group September 2009 - May 2011
National Association of Asian American Professionals Bentley Chapter September 2007 - May 2008
Skills
Bloomberg, Valuation, Project Finance, Negotiation, Equities, Mergers, Microsoft Excel, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Analysis, Financial Reporting, Finance, Derivatives, Investments
Education
Bentley University 2005 — 2011
Bachelor of Science, Finance, Minor in History
PwC June 2015 - August 2015
Kamylon Capital February 2015 - May 2015
Bentley University September 2014 - May 2015
Liberty Mutual Insurance June 2014 - August 2014
Bentley Investment Group December 2013 - May 2014
SMARTBOX Portable Storage of New Jersey March 2009 - March 2014
DICK'S Sporting Goods June 2013 - August 2013
Skills
Leadership, Teamwork, Accounting, Microsoft Office, Time Management, Microsoft Excel, Customer Service, Presentations, PowerPoint, Budgets, Team Building, Management, Team Leadership, Visio, Outlook, Financial Modeling, Time Value of Money, Financial Reporting, Microsoft Word, Audit Command Language, Lotus Notes, Compliance Testing, QuickBooks
Education
Bentley University 2015 — 2016
Master's Degree, Accountancy
Bentley University 2012 — 2015
Bachelor's of Science, Corporate Finance and Accounting
Eastern Christian High School 2007 — 2012
Diploma
PwC June 2015 - August 2015
Bentley Investment Group September 2013 - May 2015
Philips May 2014 - August 2014
Eddie Bauer June 2010 - April 2014
Hologic May 2012 - August 2012
Skills
Accounting, Microsoft Excel, Teamwork, Customer Service, Fast Learner, Finance, Auditing, Equity Research, Microsoft Office, Interpersonal..., Critical Thinking, Team-oriented, Presentations, Organization &..., Time Management, World History, Financial Analysis, Leadership, PowerPoint, Public Speaking, Research, Social Media, Valuation
Education
Bentley University 2015 — 2016
Master's Degree, Masters of Accountancy
Bentley University 2012 — 2015
B.S., Accounting, Summa Cum Laude 3.86
Clearwater Christian College 2011 — 2012
Accounting
The Open Bible Academy 1998 — 2011
High School Diploma
Standish Management, LLC March 2015 - Present
The Colony Group January 2014 - August 2014
Bentley Investment Group September 2013 - April 2014
Charles Schwab June 2013 - August 2013
Bentley Investment Group September 2012 - April 2013
Skills
Microsoft Excel, Bloomberg Terminal, PowerPoint, Financial Analysis
Education
Bentley University 2012 — 2014
Bachelor of Science (BS), Corporate Finance & Accounting
Bentley Investment Group September 2013 - Present
Boston Executive Coach August 2011 - Present
Mark and Toni's Coal Fired Pizza June 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Access, PowerPoint, Customer Service, Research, Teamwork, Public Speaking
Education
Bentley University 2012 — 2016