Blue Point Investment Management, LLC
Blue Point Investment Management, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Blue Point Investment Management, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Blue Point Investment Management, LLC Salaries. You can even request information on how much does Blue Point Investment Management, LLC pay if you want to. Learn about salaries, pros and cons of working for Blue Point Investment Management, LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
16 Blue Point Investment Management, LLC employees in database. Find out everything there's to know about Blue Point Investment Management, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Blue Point Investment Management, LLC Employees
Employee
Years
Job
Industry
Brendan Bannon Brendan Bannon's Blue Point Investment Management, LLC Experience January 2008 - May 2008
Job Sr. Director, Business Intelligence & Customer Integration at iControl Universal Collaboration Solutions
Industry Information Technology and Services
Experience
iControl Universal Collaboration Solutions December 2013 - Present
iControl Universal Collaboration Solutions January 2013 - November 2013
iControl Universal Collaboration Solutions July 2011 - January 2013
iControl Universal Collaboration Solutions August 2010 - July 2011
iControl Universal Collaboration Solutions February 2010 - August 2010
iControl Universal Collaboration Solutions December 2008 - February 2010
Blue Point Investment Management, LLC January 2008 - May 2008
Ryan Homes May 2007 - August 2007
Skills
Retail, Analysis, Business Analysis, PowerPoint, Account Management, Microsoft Office, Customer Service, Research, Management, Project Management, Leadership, Business Intelligence, Data Analysis, Problem Solving, Project Management..., Training Delivery, Microsoft Excel, Team Leadership, Market Research, Sales, Executive Reporting, Risk Management, Team Management, Product Development, Analytics, Training, Customer Satisfaction, SaaS, SDLC, Pricing, Salesforce.com, CRM, Strategy, Competitive Analysis, Time Management, Strategic Planning, Business Development, Access, Business Strategy, Team Building, Budgets
Education
Towson University 2004 — 2008
Bachelor of Science in Business Administation, Finance
iControl Universal Collaboration Solutions December 2013 - Present
iControl Universal Collaboration Solutions January 2013 - November 2013
iControl Universal Collaboration Solutions July 2011 - January 2013
iControl Universal Collaboration Solutions August 2010 - July 2011
iControl Universal Collaboration Solutions February 2010 - August 2010
iControl Universal Collaboration Solutions December 2008 - February 2010
Blue Point Investment Management, LLC January 2008 - May 2008
Ryan Homes May 2007 - August 2007
Skills
Retail, Analysis, Business Analysis, PowerPoint, Account Management, Microsoft Office, Customer Service, Research, Management, Project Management, Leadership, Business Intelligence, Data Analysis, Problem Solving, Project Management..., Training Delivery, Microsoft Excel, Team Leadership, Market Research, Sales, Executive Reporting, Risk Management, Team Management, Product Development, Analytics, Training, Customer Satisfaction, SaaS, SDLC, Pricing, Salesforce.com, CRM, Strategy, Competitive Analysis, Time Management, Strategic Planning, Business Development, Access, Business Strategy, Team Building, Budgets
Education
Towson University 2004 — 2008
Bachelor of Science in Business Administation, Finance
Harry N. Rubin Harry N. Rubin's Blue Point Investment Management, LLC Experience January 2013 - May 2013
Job Equity Research Intern for Blue Point Investment Management, LLC
Industry Financial Services
Experience
Towson University, College of Business and Economics (CBE) August 2011 - August 2013
Blue Point Investment Management, LLC January 2013 - May 2013
SMH International July 2012 - August 2012
Citibank (China) Co., Ltd., Global Industries and Regional Markets June 2012 - July 2012
Skills
Written & Oral..., Report Writing, Multi-Cultural Team..., Research, Time Management, Portfolio Management, Critical Thinking, Teamwork, Student Leadership, Analysis, Management, Marketing
Education
Towson University
Bachelor of Science (B.S.), Accounting, 3.56 (Dean’s List)
Towson University
Bachelor of Science (B.S.), Business Administration with Finance Concentration
Towson University
Minor, Chinese
BNU-HKBU United International College
Study Abroad Exchange
Towson University, College of Business and Economics (CBE) August 2011 - August 2013
Blue Point Investment Management, LLC January 2013 - May 2013
SMH International July 2012 - August 2012
Citibank (China) Co., Ltd., Global Industries and Regional Markets June 2012 - July 2012
Skills
Written & Oral..., Report Writing, Multi-Cultural Team..., Research, Time Management, Portfolio Management, Critical Thinking, Teamwork, Student Leadership, Analysis, Management, Marketing
Education
Towson University
Bachelor of Science (B.S.), Accounting, 3.56 (Dean’s List)
Towson University
Bachelor of Science (B.S.), Business Administration with Finance Concentration
Towson University
Minor, Chinese
BNU-HKBU United International College
Study Abroad Exchange
David Paolantonio David Paolantonio's Blue Point Investment Management, LLC Experience August 2009 - March 2010
Job Investment Banking Senior Analyst at The McLean Group
Industry Investment Banking
Experience
The McLean Group June 2013 - Present
The McLean Group January 2011 - June 2013
Cambridge Associates March 2010 - December 2010
The McLean Group January 2010 - April 2010
Blue Point Investment Management, LLC August 2009 - March 2010
My Virtual COO July 2009 - March 2010
Skills
Financial Modeling, Business Valuation, Research, Microsoft Office, Valuation, Mergers, Investments, Financial Reporting, Investment Banking, Mergers & Acquisitions, Portfolio Management, Private Equity, Strategy, Capital Markets, Finance, Equity Research, Analysis, Business Strategy, Financial Analysis, Corporate Finance, Due Diligence, Venture Capital, Corporate Development, LBO, Emerging Markets, Equities, Fixed Income, Asset Management, Alternative Investments, Hedge Funds, Restructuring, M&A experience, Bloomberg, Divestitures, Capital IQ, Securities, Investment Management, Private Placements, Acquisitions, Equity Valuation, Strategic Financial..., DCF, Consulting
Education
University of Richmond - Robins School of Business 2005 — 2009
Bachelors of Science, Finance, Economics
University of Richmond 2005 — 2009
Bachelor of Science (B.S.), Business Administration
Calvert Hall College High School 2001 — 2005
The McLean Group June 2013 - Present
The McLean Group January 2011 - June 2013
Cambridge Associates March 2010 - December 2010
The McLean Group January 2010 - April 2010
Blue Point Investment Management, LLC August 2009 - March 2010
My Virtual COO July 2009 - March 2010
Skills
Financial Modeling, Business Valuation, Research, Microsoft Office, Valuation, Mergers, Investments, Financial Reporting, Investment Banking, Mergers & Acquisitions, Portfolio Management, Private Equity, Strategy, Capital Markets, Finance, Equity Research, Analysis, Business Strategy, Financial Analysis, Corporate Finance, Due Diligence, Venture Capital, Corporate Development, LBO, Emerging Markets, Equities, Fixed Income, Asset Management, Alternative Investments, Hedge Funds, Restructuring, M&A experience, Bloomberg, Divestitures, Capital IQ, Securities, Investment Management, Private Placements, Acquisitions, Equity Valuation, Strategic Financial..., DCF, Consulting
Education
University of Richmond - Robins School of Business 2005 — 2009
Bachelors of Science, Finance, Economics
University of Richmond 2005 — 2009
Bachelor of Science (B.S.), Business Administration
Calvert Hall College High School 2001 — 2005
Christopher Roof Christopher Roof's Blue Point Investment Management, LLC Experience August 2014 - December 2014
Job Fixed Income Product Controller Interest Rates at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley February 2015 - June 2015
Blue Point Investment Management, LLC August 2014 - December 2014
NOAA: National Oceanic & Atmospheric Administration February 2014 - May 2014
Skills
Financial Analysis, Financial Modeling, Data Analysis, Sensitivity Analysis, Corporate Finance, Investments, Alternative Investments, Economics, Equity Research Analysis, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Equity Research, Finance, Analysis, Teamwork, Leadership, Bloomberg, Equities, Valuation, Bloomberg Terminal
Education
Towson University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Morgan Stanley June 2015 - Present
Morgan Stanley February 2015 - June 2015
Blue Point Investment Management, LLC August 2014 - December 2014
NOAA: National Oceanic & Atmospheric Administration February 2014 - May 2014
Skills
Financial Analysis, Financial Modeling, Data Analysis, Sensitivity Analysis, Corporate Finance, Investments, Alternative Investments, Economics, Equity Research Analysis, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Equity Research, Finance, Analysis, Teamwork, Leadership, Bloomberg, Equities, Valuation, Bloomberg Terminal
Education
Towson University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Jai Patel Jai Patel's Blue Point Investment Management, LLC Experience August 2014 - December 2014
Job Financial Analyst Program Credit Resolution Group at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2015 - Present
Blue Point Investment Management, LLC August 2014 - December 2014
Textron Systems June 2014 - September 2014
Towson University - Housing and Residence Life August 2012 - May 2014
Skills
Microsoft Office, Research, English, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Economics, Social Media, Public Speaking, Customer Service, Market Research, Team Leadership, Event Planning, Policy Analysis
Education
Towson University 2011 — 2014
Bachelor's Degree, Finance, 3.8
DeMatha Catholic High School 2008 — 2011
High School Diploma, 3.6
Wells Fargo April 2015 - Present
Blue Point Investment Management, LLC August 2014 - December 2014
Textron Systems June 2014 - September 2014
Towson University - Housing and Residence Life August 2012 - May 2014
Skills
Microsoft Office, Research, English, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Economics, Social Media, Public Speaking, Customer Service, Market Research, Team Leadership, Event Planning, Policy Analysis
Education
Towson University 2011 — 2014
Bachelor's Degree, Finance, 3.8
DeMatha Catholic High School 2008 — 2011
High School Diploma, 3.6
Robert Eubank Robert Eubank's Blue Point Investment Management, LLC Experience January 2010 - June 2010
Job Equity Research Analyst
Industry Investment Management
Experience
ASB Investment Management June 2012 - Present
Heritage Financial Consultants, LLC June 2010 - May 2012
Towson University Investment Group May 2010 - May 2012
Blue Point Investment Management, LLC January 2010 - June 2010
Towson University Investment Group November 2009 - May 2010
Education
Towson University 2009 — 2012
Bachelors of Science, Finance (Economics minor), 3.925
Essex Community College 2006 — 2009
Associate's Degree, General Studies - Business
ASB Investment Management June 2012 - Present
Heritage Financial Consultants, LLC June 2010 - May 2012
Towson University Investment Group May 2010 - May 2012
Blue Point Investment Management, LLC January 2010 - June 2010
Towson University Investment Group November 2009 - May 2010
Education
Towson University 2009 — 2012
Bachelors of Science, Finance (Economics minor), 3.925
Essex Community College 2006 — 2009
Associate's Degree, General Studies - Business
Chia-Yi (Crystal) Tsai Chia-Yi (Crystal) Tsai's Blue Point Investment Management, LLC Experience June 2011 - August 2011
Job Securities Financial Professional
Industry Investment Management
Experience
University of Delaware, Department of Finance September 2011 - May 2012
Blue Point Investment Management, LLC June 2011 - August 2011
Reliance Securities Co., LTD. June 2009 - June 2010
Skills
Computer Skills:..., Statistical Analysis..., Financial Modeling, Quantitative Analytics, Bloomberg, Economics, Financial Analysis, Data Analysis, Valuation, Econometrics, Analysis, Research, R, Investments, Portfolio Management, PowerPoint, Equities, Fixed Income, Corporate Finance
Education
University of Delaware/Lerner College Business & Economics 2010 — 2012
Master of Science (M.S.), Finance, General
Soochow University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Delaware, Department of Finance September 2011 - May 2012
Blue Point Investment Management, LLC June 2011 - August 2011
Reliance Securities Co., LTD. June 2009 - June 2010
Skills
Computer Skills:..., Statistical Analysis..., Financial Modeling, Quantitative Analytics, Bloomberg, Economics, Financial Analysis, Data Analysis, Valuation, Econometrics, Analysis, Research, R, Investments, Portfolio Management, PowerPoint, Equities, Fixed Income, Corporate Finance
Education
University of Delaware/Lerner College Business & Economics 2010 — 2012
Master of Science (M.S.), Finance, General
Soochow University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lisa Feng Lisa Feng's Blue Point Investment Management, LLC Experience August 2009 - January 2010
Job Senior Tax Associate at EY
Industry Accounting
Experience
EY October 2014 - Present
Ernst & Young July 2012 - Present
Ernst & Young June 2011 - August 2011
UBS Wealth Management January 2010 - June 2010
Financial Service Office Towson University January 2010 - May 2010
Blue Point Investment Management, LLC August 2009 - January 2010
International Admissions Office September 2006 - January 2010
Skills
Financial Analysis, Investments, Financial Modeling, Due Diligence, Microsoft Office, Financial Services, Wealth Management, Competitive Analysis, Financial Risk, Tax Compliance, Tax Provision
Education
University of Maryland College Park 2010 — 2011
Master, Accounting
Towson University 2006 — 2010
Bachelor of Science, Business Administration - Finance
EY October 2014 - Present
Ernst & Young July 2012 - Present
Ernst & Young June 2011 - August 2011
UBS Wealth Management January 2010 - June 2010
Financial Service Office Towson University January 2010 - May 2010
Blue Point Investment Management, LLC August 2009 - January 2010
International Admissions Office September 2006 - January 2010
Skills
Financial Analysis, Investments, Financial Modeling, Due Diligence, Microsoft Office, Financial Services, Wealth Management, Competitive Analysis, Financial Risk, Tax Compliance, Tax Provision
Education
University of Maryland College Park 2010 — 2011
Master, Accounting
Towson University 2006 — 2010
Bachelor of Science, Business Administration - Finance
Deanna Domingue's Blue Point Investment Management, LLC Experience September 2012 - December 2012
Job Investment Operations Specialist at Berman McAleer, Inc.
Industry Financial Services
Experience
Berman McAleer, Inc. February 2015 - Present
Berman McAleer, Inc. January 2014 - Present
Berman McAleer, Inc. September 2013 - December 2013
Susan G. Komen for the Cure, Maryland Affiliate June 2013 - November 2013
T. Rowe Price October 2012 - May 2013
Blue Point Investment Management, LLC September 2012 - December 2012
Michaels Arts and Crafts May 2010 - October 2012
Skills
Interpersonal..., Commitment to Customer..., Exceptional People..., Financial Analysis, Finance, Analysis, Management, Customer Service, Competitive Analysis, PowerPoint, Microsoft Word, Risk Management, Financial Services, Market Research, Interpersonal..., Time Management
Education
Towson University 2009 — 2013
Bachelor of Science in Business Administration, Finance Concentration
Berman McAleer, Inc. February 2015 - Present
Berman McAleer, Inc. January 2014 - Present
Berman McAleer, Inc. September 2013 - December 2013
Susan G. Komen for the Cure, Maryland Affiliate June 2013 - November 2013
T. Rowe Price October 2012 - May 2013
Blue Point Investment Management, LLC September 2012 - December 2012
Michaels Arts and Crafts May 2010 - October 2012
Skills
Interpersonal..., Commitment to Customer..., Exceptional People..., Financial Analysis, Finance, Analysis, Management, Customer Service, Competitive Analysis, PowerPoint, Microsoft Word, Risk Management, Financial Services, Market Research, Interpersonal..., Time Management
Education
Towson University 2009 — 2013
Bachelor of Science in Business Administration, Finance Concentration
Levar Hewlett's Blue Point Investment Management, LLC Experience July 2015 - Present
Job Equity Research Intern at Blue Point Investment Management, LLC
Industry Investment Management
Experience
Blue Point Investment Management, LLC July 2015 - Present
Continuum Global Asset Management, LLC November 2010 - May 2015
Crescent Wealth Counsel April 2010 - November 2010
University of Advancing Technology September 2008 - August 2010
Skills
Fundamental Analysis, Top-down Analysis, Bottom-up Analysis, Research, Investments, Asset Management, Options, Portfolio Management, GARP Analysis, C#, C++, Regression Models, Microsoft Excel, Asset Managment, Analysis, Alternative Investments, Finance, Equities, Valuation, Risk Management, Asset Allocation, Capital Markets, Financial Markets, Securities, Mutual Funds, Python, Accounting, Deep value
Education
The Johns Hopkins University - Carey Business School 2012 — 2015
Master's Degree, Finance with a focus on distressed securities
New York Institute of Finance 2015 — 2016
Certificates, Credit and Credit Risk
The Johns Hopkins University - Carey Business School 2012 — 2014
Certificate, Finance and Investments
University of Advancing Technology 2007 — 2010
Software engineer/A-life programmer, Artificial neural networks and Simulation base work
Blue Point Investment Management, LLC July 2015 - Present
Continuum Global Asset Management, LLC November 2010 - May 2015
Crescent Wealth Counsel April 2010 - November 2010
University of Advancing Technology September 2008 - August 2010
Skills
Fundamental Analysis, Top-down Analysis, Bottom-up Analysis, Research, Investments, Asset Management, Options, Portfolio Management, GARP Analysis, C#, C++, Regression Models, Microsoft Excel, Asset Managment, Analysis, Alternative Investments, Finance, Equities, Valuation, Risk Management, Asset Allocation, Capital Markets, Financial Markets, Securities, Mutual Funds, Python, Accounting, Deep value
Education
The Johns Hopkins University - Carey Business School 2012 — 2015
Master's Degree, Finance with a focus on distressed securities
New York Institute of Finance 2015 — 2016
Certificates, Credit and Credit Risk
The Johns Hopkins University - Carey Business School 2012 — 2014
Certificate, Finance and Investments
University of Advancing Technology 2007 — 2010
Software engineer/A-life programmer, Artificial neural networks and Simulation base work
Lindsay Elder Baublitz's Blue Point Investment Management, LLC Experience August 2007 - December 2007
Job Vice President in Business Valuation and Investment Banking
Industry Capital Markets
Experience
SC&H Group April 2012 - Present
Near and Deer 2011 - Present
Johnson, Mirmiran & Thompson May 2010 - March 2012
Morgan Stanley July 2009 - May 2010
Johnson, Mirmiran & Thompson November 2007 - June 2009
Blue Point Investment Management, LLC August 2007 - December 2007
Skills
Mergers & Acquisitions, Due Diligence, Finance, Business Valuation, Accounting, Financial Analysis, Microsoft Excel, Analysis, Microsoft Office, Budgets, Access, Financial Modeling, Management, Financial Reporting, Valuation, Intellectual Property..., Enterprise Valuation, Equity Valuation, Social Media Marketing, Marketing Strategy, Online Marketing, E-commerce, Brand Awareness, Startup Development, Website Updating, QuickBooks, Bank Reconciliation, Painting, Creative Arts, Investment Banking
Education
Towson University 2005 — 2009
BS, Finance, Marketing
SC&H Group April 2012 - Present
Near and Deer 2011 - Present
Johnson, Mirmiran & Thompson May 2010 - March 2012
Morgan Stanley July 2009 - May 2010
Johnson, Mirmiran & Thompson November 2007 - June 2009
Blue Point Investment Management, LLC August 2007 - December 2007
Skills
Mergers & Acquisitions, Due Diligence, Finance, Business Valuation, Accounting, Financial Analysis, Microsoft Excel, Analysis, Microsoft Office, Budgets, Access, Financial Modeling, Management, Financial Reporting, Valuation, Intellectual Property..., Enterprise Valuation, Equity Valuation, Social Media Marketing, Marketing Strategy, Online Marketing, E-commerce, Brand Awareness, Startup Development, Website Updating, QuickBooks, Bank Reconciliation, Painting, Creative Arts, Investment Banking
Education
Towson University 2005 — 2009
BS, Finance, Marketing
Jasmine Moore Jasmine Moore's Blue Point Investment Management, LLC Experience August 2011 - October 2011
Job Senior Associate Bank Examiner at The Federal Reserve Bank of Richmond
Industry Banking
Experience
The Federal Reserve Bank of Richmond June 2012 - Present
Penske Truck Leasing April 2010 - March 2012
Blue Point Investment Management, LLC August 2011 - October 2011
Northwestern Mutual May 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Finance, Budgets, Strategic Financial..., Financial Modeling, Risk Management, Sales
Education
Towson University 2008 — 2012
B.A., Business Finance
The Federal Reserve Bank of Richmond June 2012 - Present
Penske Truck Leasing April 2010 - March 2012
Blue Point Investment Management, LLC August 2011 - October 2011
Northwestern Mutual May 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Finance, Budgets, Strategic Financial..., Financial Modeling, Risk Management, Sales
Education
Towson University 2008 — 2012
B.A., Business Finance
Matthew Appelbaum Matthew Appelbaum's Blue Point Investment Management, LLC Experience January 2015 - May 2015
Job Private Client Coordinator at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein July 2015 - Present
Catalina Beach Club May 2008 - July 2015
Blue Point Investment Management, LLC January 2015 - May 2015
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Valuation, Finance, Accounting, Bloomberg, Investments, Bloomberg Terminal, Financial Accounting, Banking, Customer Service, Public Speaking, Social Media
Education
Towson University 2011 — 2015
Bachelor of Science (B.S.), Finance
AllianceBernstein July 2015 - Present
Catalina Beach Club May 2008 - July 2015
Blue Point Investment Management, LLC January 2015 - May 2015
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Valuation, Finance, Accounting, Bloomberg, Investments, Bloomberg Terminal, Financial Accounting, Banking, Customer Service, Public Speaking, Social Media
Education
Towson University 2011 — 2015
Bachelor of Science (B.S.), Finance
Daniel Salkov Daniel Salkov's Blue Point Investment Management, LLC Experience February 2009 - August 2009
Job Portfolio Manager for Investment Management
Industry Financial Services
Experience
Investment Management June 2008 - Present
Blue Point Investment Management, LLC February 2009 - August 2009
CompDoctor December 2006 - November 2007
Education
Towson University 2007 — 2009
Business Administration, Finance
Investment Management June 2008 - Present
Blue Point Investment Management, LLC February 2009 - August 2009
CompDoctor December 2006 - November 2007
Education
Towson University 2007 — 2009
Business Administration, Finance
Anastasie Lubo Ejiba Saidi's Blue Point Investment Management, LLC Experience January 2010 - May 2010
Job
Industry Banking
Experience
Fannie Mae February 2011 - Present
SECU Credit Union September 2010 - February 2011
SECU Credit Union September 2008 - September 2010
Blue Point Investment Management, LLC January 2010 - May 2010
Communications-Applied Technology August 2007 - July 2008
YMCA Assignment - Youth & Family Services June 2007 - August 2007
Skills
QuickBooks, Access, Outlook, Analysis, Leadership, Finance, Banking, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Loans, Financial Analysis, Accounting
Education
Towson University 2008 — 2010
Bachelor of Science, Business Administration; Finance
Montgomery College 2005 — 2008
Associate of Arts, International Business
Fannie Mae February 2011 - Present
SECU Credit Union September 2010 - February 2011
SECU Credit Union September 2008 - September 2010
Blue Point Investment Management, LLC January 2010 - May 2010
Communications-Applied Technology August 2007 - July 2008
YMCA Assignment - Youth & Family Services June 2007 - August 2007
Skills
QuickBooks, Access, Outlook, Analysis, Leadership, Finance, Banking, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Loans, Financial Analysis, Accounting
Education
Towson University 2008 — 2010
Bachelor of Science, Business Administration; Finance
Montgomery College 2005 — 2008
Associate of Arts, International Business
Dave Buffington's Blue Point Investment Management, LLC Experience August 2010 - May 2011
Job RFP Specialist at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price October 2013 - Present
T. Rowe Price June 2011 - October 2013
Blue Point Investment Management, LLC August 2010 - May 2011
Ameriprise Financial/Morgan & Associates January 2010 - May 2010
Skills
OMNI, Investments, Mutual Funds, Series 7, Qualified Retirement..., 401k, Wealth Management, Securities, Equities, Hedge Funds, Fixed Income, Alternative Investments, Series 24, Uniform Combined State...
Education
Loyola University Maryland 2014 — 2016
Master of Business Administration (MBA), Finance
Towson University 2008 — 2011
Bachelor's degree, Business Administration, Finance
St. Paul's School for Boys 1994 — 2006
High School Diploma
Passed level I of the CFA Program in June 2015
T. Rowe Price October 2013 - Present
T. Rowe Price June 2011 - October 2013
Blue Point Investment Management, LLC August 2010 - May 2011
Ameriprise Financial/Morgan & Associates January 2010 - May 2010
Skills
OMNI, Investments, Mutual Funds, Series 7, Qualified Retirement..., 401k, Wealth Management, Securities, Equities, Hedge Funds, Fixed Income, Alternative Investments, Series 24, Uniform Combined State...
Education
Loyola University Maryland 2014 — 2016
Master of Business Administration (MBA), Finance
Towson University 2008 — 2011
Bachelor's degree, Business Administration, Finance
St. Paul's School for Boys 1994 — 2006
High School Diploma
Passed level I of the CFA Program in June 2015