Burkenroad Reports
Burkenroad Reports are widely circulated financial reports on small- to medium-sized companies around the Gulf Coast that are traditionally under-followed by bulge bracket stock analysts. Colloquially the Burkenroad-followed companies are referred to as "stocks under rocks". Publisher: Freeman School of Business at Tulane University First issue: 1993
Burkenroad Reports List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Burkenroad Reports. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Burkenroad Reports Employees
Citi; Capital Markets Origination June 2014 - Present
Burkenroad Reports January 2014 - May 2014
Shenorock Shore Club June 2011 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Creative Writer, Hardworking, Public Speaking, PowerPoint, Research, Social Networking, Equities, Event Planning, Bloomberg, Teamwork, Gardening
Education
Tulane University 2011 — 2015
Bachelors of Science Management, Finance with Energy Specialization, 3.93 Cumulative GPA
Fordham Prep 2007 — 2011
High school
Home Depot June 2015 - July 2015
Burkenroad Reports January 2015 - April 2015
Zhejiang Provincial Energy Group Company Ltd. February 2014 - April 2014
Pan-China CPA Limited December 2013 - February 2014
PwC July 2013 - August 2013
Da Hua Certified Public Accountants Co., Ltd. January 2013 - February 2013
Skills
Finance, Auditing, Analysis, Accounting, Internal Controls, IFRS, Financial Risk, Microsoft Excel, Teamwork, Financial Accounting
Education
Tulane University - A.B. Freeman School of Business 2014 — 2015
Master of Accounting, Accounting
Sichuan University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, 87/100
PwC August 2014 - Present
PwC September 2013 - July 2014
Bulger Partners June 2013 - August 2013
Tulane University January 2013 - May 2013
Burkenroad Reports January 2013 - May 2013
Greystone Management Corporation June 2012 - August 2012
Mars Marketing May 2012 - June 2012
Kenyon & Kenyon LLP May 2009 - August 2011
Lainie's Ice Cream January 2008 - January 2009
Skills
Microsoft Excel, Leadership, Italian languages, Microsoft Office, PowerPoint, Capital IQ, Bloomberg Terminal, Valuation, Accounting, Microsoft Word, Due Diligence, Financial Analysis, Financial Modeling, Research, Finance
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science in Management, Finance, Cum Laude
Università degli Studi di Padova 2011 — 2011
Italian, Literature
Wells Fargo 2015 - 2015
Wells Fargo 2015 - 2015
Burkenroad Reports August 2014 - December 2014
Provident Financial Management May 2014 - August 2014
Legacy Wealth Partners, Inc. June 2013 - August 2013
BP June 2013 - June 2013
Eliott’s Dry Cleaner January 2012 - January 2013
Spile, Leff & Goor, LLP June 2012 - September 2012
Skills
Analysis, Finance, Accounting, Teamwork, Public Speaking, Microsoft Excel, Time Management, Spreadsheets, Research, Microsoft Office, Financial Analysis, Data Analysis, Customer Service, Budgets, Social Media, English, Outlook, PowerPoint, Bloomberg Terminal, Reuters, Financial Reporting
Education
Tulane University 2012 — 2016
Bachelor's Degree, Major: Finance with an Energy Specialization
Calabasas High School 2008 — 2012
Burkenroad Reports September 2015 - Present
KeyBanc Capital Markets June 2015 - August 2015
Tulane University September 2012 - May 2015
Burkenroad Reports August 2014 - November 2014
BP June 2014 - June 2014
Youth Rebuilding New Orleans January 2014 - May 2014
Kumon May 2013 - July 2013
Skills
Finance, Marketing, Microsoft Excel, Microsoft Office, Photoshop, Public Speaking, Teamwork, Organization, Efficiency, Energy, Social Media, Fundraising, Community Outreach, Volunteering, Direct Marketing
Education
Tulane University 2012 — 2016
Bachelor's of Science Mangement, Finance and Marketing
West Morris Central 2008 — 2012
International Baccalaureate Diploma
inSegment September 2014 - Present
Glogou Inc. June 2013 - June 2014
Darwin Fenner Fund January 2013 - May 2013
CHINA CITIC BANK June 2012 - August 2012
Burkenroad Reports January 2012 - May 2012
CaerVision-Your Community Network May 2010 - December 2011
Skills
Google Adwords..., Google Analytics, Financial Analysis, Public Speaking, Microsoft Excel, Presentations, Research, Analysis, Valuation, Strategy, Microsoft Office, Business Development, Competitive Analysis, Finance, Social Media, Leadership, Quantative Analysis, Salesforce.com, BrightEdge Certified
Education
Boston College 2013 — 2014
Master of Finance, Finance, General
Tulane University 2009 — 2013
Bachelor of Science (B.S.), Finance, General; Mathematics
Scanton US (SUS.) August 2013 - Present
Burkenroad Reports August 2012 - January 2013
World Trade Center of New Orleans June 2012 - July 2012
K2 Partnering Solutions July 2008 - August 2010
International Venture Consultants, S.A. September 2007 - December 2007
Santander June 2007 - August 2007
Skills
CRM, Contract Recruitment, SAP, Recruiting, Management Consulting, Requirements Analysis, Business Strategy, Project Management, Technical Recruiting, Public Speaking, Business Analysis, Business Development, New Business Development, Talent Acquisition, Management, Consulting, Analysis, Training
Education
Tulane University 2011 — 2013
Master of Global Management
Tulane University 2011 — 2013
Master of Business Administration (M.B.A.), Strategic Management and Entrepreneurship
Boston University 2004 — 2008
Bachelor of Arts (B.A.), Economics and International Relations
Quorum Business Solutions September 2013 - Present
JFK Capital Advisors January 2013 - June 2013
Darwin Fenner Student Managed Fund January 2013 - May 2013
Deutsche Bank June 2012 - August 2012
Burkenroad Reports January 2012 - June 2012
Skills
Equity Research, Equity Valuation, Private Equity, VBA, Asset Management, Financial Accounting, Research
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor's of Science in Management, Finance and Management
Tulane University
Heikkinen Energy Advisors July 2015 - Present
Heikkinen Energy Advisors LLC March 2014 - July 2015
Burkenroad Reports January 2014 - May 2014
Tulane University August 2013 - February 2014
Argentus Securities May 2013 - August 2013
D. Hilton Associates May 2012 - August 2012
D. Hilton Associates May 2011 - August 2011
Skills
Bloomberg Terminal, Financial Analysis, Financial Modeling, Bonds, Equity Research, Microsoft Excel, Microsoft Office, PowerPoint, Valuation, Investments, Finance, Social Media
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelor of Science in Management, Finance, Economics
The John Cooper School 2003 — 2011
Satori Consulting February 2015 - Present
Maine Pointe June 2014 - December 2014
Morgan Stanley November 2013 - June 2014
Postlethwaite & Netterville September 2012 - June 2013
Darwin Fenner Student-Managed Mutual Fund January 2012 - May 2012
Burkenroad Reports August 2011 - December 2011
MetLife Broker-Dealer Group June 2011 - July 2011
Skills
Microsoft Excel, Valuation, Financial Modeling, Equity Research, Finance, Data Analysis, Accounting, Analysis, Microsoft Office, Access, PowerPoint, Securities, Spanish, Financial Accounting, Microsoft Word, Outlook, Public Speaking, Research, Market Research, Statistics, Financial Reporting, Management Consulting, MOS, Procurement, Logistics, Relationship Management, Fixed Income, Mergers & Acquisitions, Investment Banking, Private Equity
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
Bachelor of Science in Management, Finance, GPA 3.93 / 4.00
Wells Fargo 2015 - Present
BANGS Shoes January 2014 - May 2015
Burkenroad Reports August 2014 - December 2014
T. Rowe Price June 2014 - August 2014
Under Armour May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Accounting, Social Media, PowerPoint, Microsoft Office, Teamwork, Budgets, Financial Modeling, Financial Analysis, Access, Financial Accounting, SAP Supply Chain, TLM, Fixed Income Portfolio..., Bloomberg Terminal, Equity Research, Project Management
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelor's Degree, Accounting and Finance
ICADE 2013 — 2013
McDonogh School 2007 — 2011
High School
J.P. Morgan June 2015 - July 2015
Regatta Research & Money Management LLC August 2014 - December 2014
Burkenroad Reports August 2014 - December 2014
Sigma Chi Fraternity April 2013 - April 2014
Revive Juicery June 2013 - July 2013
Skills
Microsoft Excel, Budgeting, Microsoft Office, Leadership, Microsoft Word, PowerPoint, Research, Public Speaking
Education
Tulane University - A.B. Freeman School of Business 2012 — 2016
Bachelor of Science (B.Sc), Finance, GPA: 3.8
Tulane University - Department of Mathematics 2012 — 2016
Bachelor of Science (B.Sc), Mathematics
New Orleans Business Alliance June 2015 - Present
Raw Republic June 2015 - Present
Tulane University - A.B. Freeman School of Business January 2015 - Present
Tulane University - A.B. Freeman School of Business September 2014 - Present
Darwin Fenner Student Managed Fund January 2015 - May 2015
Burkenroad Reports August 2014 - December 2014
ABOVE THE FOLD May 2014 - July 2014
China Everbright Bank July 2013 - August 2013
Wuhan Gongheng CPA Co., Ltd. June 2013 - July 2013
Skills
Accounting, Equity Research, Microsoft Excel, Bloomberg Terminal, Financial Modeling, PowerPoint, Teamwork, Microsoft Word, Data Analysis, Financial Statement..., Research, Private Equity, Alternative Investments, Microsoft Office, Financial Analysis, Finance, Valuation, Corporate Finance, Analysis
Education
Tulane University 2011 — 2016
Master's degree, Accounting, 3.9
Tulane University 2011 — 2015
Bachelor's degree, Finance, General, 3.86
WHU – Otto Beisheim School of Management
Study Abroad
Provost's Office August 2014 - Present
First NBC Bank June 2015 - August 2015
Burkenroad Reports January 2015 - May 2015
U.S. Department of Education May 2014 - August 2014
Columbia Country Club June 2012 - August 2014
Skills
Customer Service, Teamwork, Communication, Peer Mediation, Recruiting, Dedicated Professional, Program Management, Social Media, Research, Facebook, Management, Leadership, Data Analysis, Editing, Time Management
Education
Tulane University - A.B. Freeman School of Business 2012 — 2016
Bachelor of Science in Managment, Finance, General
Bethesda Chevy Chase high school 2008 — 2012
Reily Student Recreation Center August 2014 - June 2015
Burkenroad Reports August 2014 - December 2014
S&P Tax Solutions June 2014 - August 2014
Reily Student Recreation Center September 2013 - August 2014
Reily Student Recreation Center February 2013 - February 2014
Skills
Customer Service, Sales, PowerPoint, Public Speaking, Leadership, Event Planning, Microsoft Word, Microsoft Office, Cpr Certified, Social Media, Facebook, Teamwork, Outlook, Social Networking
Education
Tulane University - A.B. Freeman School of Business 2012 — 2017
Bachelor of Science (BS), Finance, Senior
Universidad Pontificia Comillas 2015 — 2015
Bachelor’s Degree, Finance
Jefferies June 2015 - Present
Jefferies LLC May 2014 - August 2014
Burkenroad Reports January 2014 - May 2014
Sterne Agee May 2013 - August 2013
AmeriCorps September 2011 - May 2012
Brilliant Minds, Inc. May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Editing, Dependable Team Player, Management, French, Finance
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
BSM, Finance (Honors), GPA: 3.8, Major GPA 3.9
Alfred M. Barbe High School 2007 — 2011
3.94
BlueTarp Financial May 2015 - Present
Burkenroad Reports August 2012 - December 2012
Merrill Lynch May 2012 - August 2012
Tulane University September 2010 - April 2012
Cape Elizabeth Community Services Summer Camp May 2006 - August 2011
IGA Grocery Store January 2006 - May 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Reuters 3000, Financial Modeling, Valuation, Valuation Modeling, Equity Research Analysis, Financial Analysis, Investments, Equities, Portfolio Management
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
BS, Finance, Certificate of Energy Specialization
Cape Elizabeth High School 2005 — 2009
Stripes LLC Sunoco LP June 2014 - Present
Burkenroad Reports August 2013 - May 2014
Susser Holdings Corporation June 2013 - September 2013
Burkenroad Reports January 2013 - August 2013
Best Buy October 2010 - August 2012
Providence Bruins September 2010 - April 2011
NESN January 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Sales, Market Research, Social Media Marketing, Data Analysis
Education
Tulane University - A.B. Freeman School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Marketing, Strategic Management
Brandeis University 2006 — 2010
Bachelor of Arts (B.A.), History
Oxford University 2009 — 2009
Two Term Study Abroad Program, Medieval History
Ben Franklin High School 2002 — 2005
George Walton High School
Riot Games June 2014 - Present
Knights Investment Group February 2012 - June 2014
Burkenroad Reports August 2011 - December 2011
Standard Chartered Bank August 2011 - August 2011
Skills
Financial Modeling, Equity Research, Reuters 3000, Bloomberg Terminal, VBA, Stata, Eviews, Risk Management, Microsoft Excel, PowerPoint, Chinese, Japanese, C++
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
Master of Risk Management, Risk Management
Central Connecticut State University 2008 — 2010
Bachelor of Arts, Economics
Burkenroad Reports January 2015 - Present
EJF Capital LLC May 2014 - July 2014
Property Group Partners June 2013 - August 2013
Skills
Analysis, Bloomberg Terminal, Microsoft Office, Microsoft Word, Research, Microsoft Excel, PowerPoint, Hedge Funds, Equity Research, Event Planning, Marketing, Management, Facebook
Education
Tulane University - A.B. Freeman School of Business 2012 — 2016
Bachelor of Science in Management, Major: Finance; Minor: Mathematics, Junior
Castellan Real Estate Partners June 2015 - Present
Burkenroad Reports January 2015 - Present
Strategies for Wealth May 2014 - August 2014
Education
Tulane University - A.B. Freeman School of Business 2012 — 2016
Bachelor of Science (BS), Finance, General, Junior
Tricon Energy August 2011 - Present
The Boot Bar August 2008 - August 2011
Burkenroad Reports January 2011 - May 2011
Northwestern Mutual Financial Network March 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Energy, Financial Modeling, Valuation, Equities, Corporate Finance, Trading, Finance, Data Analysis, Economics, Microsoft Excel, Portfolio Management, Investments, Financial Analysis, Analysis, Management, Microsoft Office
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
Masters, Finance-Energy Specialization
Tulane University - A.B. Freeman School of Business 2006 — 2010
Bachelor of Science in Management, Finance and Legal Business
Quorum Business Solutions August 2014 - Present
Darwin Fenner Student Managed Fund January 2014 - May 2014
BURKENROAD Reports August 2013 - December 2013
aladom May 2013 - August 2013
Tulane Event Staff January 2012 - May 2013
Fogt's Music June 2008 - December 2011
Skills
Advertising, Leadership, SEO, Marketing, Marketing Strategy, Publishing
Education
Tulane University - A.B. Freeman School of Business 2010 — 2014
Bachelor's Degree, Finance + Management Consulting, 3.836
SKEMA Business School 2012 — 2012
Business School Semester Abroad
Burkenroad Reports 2012 - 2012
Continental Airlines/United Airlines 2008 - 2011
Mainspring Partners 2004 - 2008
Skills
Financial Modeling, Financial Analysis, Mergers, Management Consulting, Strategic Planning, Mergers & Acquisitions, Competitive Analysis, Investor Relations, Business Strategy, Project Management, Forecasting, Finance, Analysis, Valuation, Budgets, Business Analysis, Financial Reporting, Management
Education
Tulane University - A.B. Freeman School of Business 2011 — 2013
MBA, Finance, Energy, 3.52 GPA
University of Houston, C.T. Bauer College of Business
Bachelors in Business, Management, Entrepreneurship, Magna Cum Laude
IBERIA Wealth Advisors January 2015 - Present
KPMG US June 2014 - December 2014
KPMG US August 2012 - March 2014
KPMG January 2011 - April 2011
Arbor Capital Management LLC May 2010 - August 2010
UBS January 2010 - May 2010
Burkenroad Reports January 2010 - May 2010
Skills
Valuation, Equity Research, Financial Modeling, Corporate Finance, Investment Banking, Bloomberg, Finance, Equity Valuation, Capital Markets, Financial Analysis, Hedge Funds, Due Diligence, Private Equity, Equities
Education
Tulane University - A.B. Freeman School of Business 2007 — 2012
MACCT/BSMFIN
Burkenroad Reports August 2013 - December 2013
Breakthrough (human rights group) June 2012 - August 2012
Detweiler Family Medicine/AestheticSummer 2011 June 2008 - April 2012
Hot BagelsSummer 2010 May 2010 - August 2010
F.X. Browne INC March 2010 - May 2010
Integrative ChiropracticSpring 2009 January 2010 - March 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Outlook, Research, Accounting, Access, Public Speaking, Sales, Financial Analysis, Editing, Social Media, Photoshop, Data Analysis, Social Networking, Blogging, Facebook, Market Research, Management
Education
Tulane University - A.B. Freeman School of Business 2014 — 2015
Master of Management in Energy (MME), Energy Finance and Trading
Tulane University 2010 — 2013
Bachelor of Science Management (BSM), Finance with a specialization in Energy
Germantown Academy 2006 — 2010
High School Diploma
AmWINS Group May 2015 - August 2015
Burkenroad Reports January 2015 - May 2015
The Idea Village October 2014 - December 2014
One to One Corporate Finance June 2014 - July 2014
CJBS, LLC July 2013 - August 2013
Skills
PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Teamwork, Microsoft Office, Research, Public Speaking, Time Management, Financial Analysis, Customer Service, English, Accounting, Process Improvement, Bloomberg, Windows
Education
Tulane University 2012 — 2016
Loyola Academy 2008 — 2012
Burkenroad Reports August 2015 - Present
FreeGulliver LLC August 2014 - Present
Kappa Alpha Order October 2014 - Present
Tulane University - Office of the President May 2014 - August 2014
Campus Special April 2013 - June 2013
Skills
Microsoft Office, Teamwork, Marketing, Leadership, Public Speaking, Customer Service, Morningstar Office
Education
Tulane University 2012 — 2016
Bachelor’s Degree, Legal Studies in Business and Management
A. B. Freeman School of Business August 2011 - Present
Pond Hill Farm May 2015 - July 2015
Darwin-Fenner Student Managed Fund January 2015 - May 2015
Burkenroad Reports August 2013 - November 2013
Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Financial Analysis, Investments, Economics, Financial Modeling, Finance, Data Analysis
Education
Tulane University - A.B. Freeman School of Business 2011 — 2016
Master of Business Administration (MBA), Bachelor of Science in Management (BSM), Accounting and Finance, Senior
Tulane University - A.B. Freeman School of Business 2011 — 2016
Master's of Accountancy, Accounting and Finance
Tulane University
Tulane University
Tulane University
US Army Corps of Engineers November 2008 - January 2014
Burkenroad Reports August 2012 - December 2012
Fore Dimensions June 2007 - December 2007
Kimley-Horn and Associates, Inc. May 2006 - August 2006
Arizona State University - National Center of Excellence for SMART Materials June 2005 - May 2006
Skills
Project Estimation, Construction Engineering, Civil Engineering, Construction Management, MS Project, Project Planning, Construction Drawings, Microsoft Project, Microstation, Microsoft Office, Microsoft Excel, Leadership, Construction..., Submittals, Procurement, Budgets, Data Analysis, PowerPoint, Schedules, Energy, Engineers, Illustrator, Event Planning, Print Design, Multimedia, Event Management, Public Speaking, RFI, Financial Analysis, Research, Construction, Engineering, Management, Contract Management, Project Management, Strategic Planning, Planning
Education
Tulane University - A.B. Freeman School of Business 2010 — 2012
Master of Business Administration (MBA)
Ira A. Fulton Schools of Engineering at Arizona State University 2003 — 2007
Bachelor of Science in Engineering (BSE)
Citco Fund Services December 2014 - Present
Citco Fund Services July 2013 - December 2014
Epic August 2012 - March 2013
Burkenroad Reports January 2012 - May 2012
Kaiser Permanente June 2011 - August 2011
Bio-Rad Laboratories June 2010 - August 2010
Contra Costa County Health Services May 2009 - August 2009
John Muir Health June 2007 - August 2007
Skills
Microsoft Certified..., Business Modeling and..., Database Development, Financial Modeling, Business Valuation, Equity Analysis, Data Mining using SQL, VBA, Bloomberg, Databases, Microsoft Office, Microsoft Excel, Hedge Funds
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
BSM, Finance
Miramonte High School 2004 — 2008
TD February 2015 - Present
TD February 2014 - February 2015
TD July 2012 - February 2014
Burkenroad Reports August 2011 - December 2011
Elliott Management Corporation May 2011 - August 2011
Besen & Associates May 2010 - August 2010
Skills
Credit Risk, Equities, Credit, Credit Analysis, Analysis, Commercial Banking, Sellers, Access, Banking, Bloomberg, Cash Flow
Education
Tulane University 2008 — 2012
A. B; Bachelor of Science, Management; Finance and Marketing
Tulane University - A.B. Freeman School of Business 2008 — 2012
Nexant July 2014 - Present
PwC September 2012 - July 2014
Burkenroad Reports January 2012 - June 2012
Darwin Fenner Fund January 2012 - June 2012
Tulane University June 2011 - June 2012
Yingfujin Spot-Gold Investment Consulting Co. Ltd October 2010 - December 2010
Bank of China June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Microsoft Excel, Energy, Business Valuation, Valuation, Business Strategy, Financial Reporting, Investments, Portfolio Management, Equities, Mergers & Acquisitions, Software, Forecasting, Data Analysis, Corporate FP&A, Chinese, VBA, Utility Industry, Multinational, Renewable Energy, Electric Utility, Solar Energy, Fixed Income, SaaS, Bloomberg Terminal
Education
Tulane University 2011 — 2012
Master's degree, Finance, General, 3.82
Nankai University 2007 — 2011
Bachelor's degree, Finance, General, 3.8
Hong Kong Baptist University 2010 — 2010
Exchange Program, Finance, General
Wood Mackenzie August 2015 - Present
Arebise Photography February 2011 - Present
Tulane University - A.B. Freeman School of Business July 2014 - August 2015
Tulane University July 2014 - August 2015
Burkenroad Reports January 2015 - May 2015
Port of New Orleans December 2014 - January 2015
Bank of Communications Limited June 2013 - August 2013
Chongqing Chi Yuan Chemical Co., Ltd. June 2012 - August 2012
Nephtali Art Studio December 2011 - January 2012
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Public Speaking, Photography, Data Analysis, Social Networking, Teamwork, Accounting, Valuation, Finance, Analysis, Cost Benefit, Research, Photoshop, Access, Microsoft Office, Thomson Reuters, English, Mandarin, Microsoft Word, Spanish, Chinese, Russian, Social Media, SPSS, Microsoft PowerPoint, Management, Economics, Business Networking, Energy
Education
Tulane University - A.B. Freeman School of Business 2014 — 2015
Master's degree, Master of Management in Energy, Energy, 3.7
Tulane University - A.B. Freeman School of Business 2010 — 2014
Bachelor of Science, Management, Finance, Management
Dongchen International High School 2007 — 2010
High School Diploma, Science
Signpost June 2015 - Present
Better Than Ezra Foundation January 2015 - May 2015
Burkenroad Reports August 2014 - December 2014
HUKA Entertainment January 2014 - August 2014
Essence Music Festival July 2014 - July 2014
ChapterSpot June 2013 - August 2013
Mohawk Day Camp & Mohawk Country Day School June 2011 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Spanish, Facebook, Access, Research, Marketing, Social Media Marketing, Event Planning, Teamwork, Leadership, Social Networking
Education
Tulane University - A.B. Freeman School of Business 2012 — 2015
Bachelor of Science, Management; Finance
Tulane University 2011 — 2015
Universidade Nova de Lisboa 2013 — 2013
LinkedIn November 2013 - Present
Bloomberg June 2011 - October 2013
Thomson Reuters October 2010 - May 2011
Thomson Reuters January 2007 - October 2010
Thomson Reuters August 2006 - December 2006
Burkenroad Reports January 2006 - May 2006
Skills
Sales, Equities, Business Development, Bloomberg, Financial Markets, Strategic Partnerships, New Business Development, Start-ups, Sales Management, Financial Services, Relationship Management, Social Media, Hedge Funds, Salesforce.com, Social Selling, Account Management, Market Data, Lead Generation, LinkedIn, Equity Research, Valuation
Education
Tulane University - A.B. Freeman School of Business 2002 — 2006
B.S., Finance & Marketing Double Major
ICADE 2004 — 2005
A.B. Freeman Business School Honors Junior Year Abroad Program, Finance & Marketing
Isidore Newman School 1999 — 2002
Boston University - School of Management
Finance & Marketing, Finance
Guggenheim Partners June 2015 - July 2015
Burkenroad Reports August 2014 - December 2014
G2 Investment Group, LLC June 2014 - August 2014
Tulane University February 2013 - May 2014
Camps Baco & Che-Na-Wah June 2010 - August 2013
Skills
Bloomberg Terminal, Financial Modeling, Financial Analysis, Stock Management, Microsoft Certified in..., Intermediate French, Microsoft Word, PowerPoint, Epipen Certified, Delegation, Microsoft Office
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelor’s Degree, Finance
Horace Mann School 2007 — 2011
Payoneer March 2015 - Present
PricewaterhouseCoopers LLP September 2013 - March 2015
Darwin Fenner Fund January 2013 - May 2013
Burkenroad Reports August 2012 - December 2012
Comcast May 2012 - August 2012
PwC January 2012 - March 2012
New Orleans Saints September 2011 - January 2012
Wells Fargo Advisors September 2010 - June 2011
Tulane University Athletic Department August 2008 - June 2011
Comcast June 2010 - August 2010
Skills
Financial Modeling, Finance, Valuation, Mergers & Acquisitions, Asset Management, Business Development, Venture Capital, Entrepreneurship, Corporate Finance, Business Planning, Social Networking, Equity Research, Equity Valuation, Moose, Accounting, Financial Services, Social Media, Business Modeling, Sports Management, DCF Valuation, Market Valuation, Microsoft Excel
Education
Tulane University - A.B. Freeman School of Business 2008 — 2013
Bachelor of Science in Management
Tulane University - A.B. Freeman School of Business 2008 — 2013
Master of Accounting
The Haverford School 1996 — 2008
J.P. Morgan July 2014 - Present
Burkenroad Reports August 2012 - December 2012
UBS June 2012 - August 2012
Monarch Wealth and Business Management May 2011 - August 2011
Skills
Research, Finance, Financial Modeling, PowerPoint, Equity Research, Microsoft Excel, Portfolio Management, Forecasting, Trading, Management, Accounting, Marketing, Mutual Funds, Data Analysis, Certified in Microsoft..., X_Trader, Moose, Energy, Thomson Reuters Eikon, Energy Modeling, Bloomberg Terminal, Microsoft Office
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master of Management in Energy
Tulane University - A.B. Freeman School of Business 2009 — 2013
BSM Finance
The Hotchkiss School 2005 — 2009
High School
Morgan Stanley April 2015 - Present
Morgan Stanley July 2013 - April 2015
Tulane University Alumni Office February 2013 - February 2013
Tulane University Tutoring Center September 2010 - December 2012
PAE May 2012 - August 2012
Burkenroad Reports January 2012 - May 2012
Ross, Sinclaire & Associates, LLC May 2010 - August 2011
Skills
PowerPoint, Finance, Financial Modeling, Access, French, Mentoring, Microsoft Excel, Investment Research, Microsoft Word, Social Media, Data Analysis, Equities, Equity Research, Statistics, Strategic Planning
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science in Management, Finance, Marketing, French, cum laude
Tulane University 2009 — 2013
Bachelor of Science in Management, Finance, Marketing, French
Cincinnati Country Day School 1994 — 2009
High School Diploma
Advanced Hospice Management March 2015 - Present
Perkin Industries March 2015 - Present
Friedman & Salisbury Sports Management LLC May 2010 - Present
Perkin Industries May 2014 - March 2015
New Orleans Saints May 2013 - March 2015
Burkenroad Reports January 2012 - May 2013
New Orleans Saints May 2011 - May 2013
Orleans Parish District Attorney's Office May 2011 - August 2011
Bloom Legal, LLC May 2010 - August 2010
Morgan Stanley Smith Barney March 2006 - April 2008
Skills
Financial Modeling, Strategy, Corporate Finance, Mergers & Acquisitions, Finance, Business Development, Investments, Management, Legal Writing, Portfolio Management, Intellectual Property, Social Media Marketing, Research, Marketing, Social Media, Event Planning
Education
Tulane University - A.B. Freeman School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, International Business
Tulane University Law School 2009 — 2013
JD, Sports Law Certificate, Business Law
Tulane University - A.B. Freeman School of Business 2002 — 2006
BSM, Double in Finance and Legal Studies in Business
Chase December 2014 - Present
Chase May 2012 - December 2014
Burkenroad Reports August 2011 - December 2011
uVu Lids Company May 2011 - August 2011
Tulane Sports Business Association August 2010 - December 2010
Ravinia Festival June 2008 - August 2010
Cancer Wellness Center May 2007 - August 2008
Skills
Social Media, Marketing Strategy, Social Media Marketing, Email Marketing, Digital Marketing, SEO, Management, Microsoft Excel, Financial Analysis, Aprimo, Marketing, Data Analysis, R-Studio, R, Tableau, Microsoft Office, Adobe Photoshop, HTML emails, Email Newsletter Design, Email Marketing Software, Adobe Lightroom, Digital Media, Graphic Design, Paid Search Strategy, Online Marketing, Facebook, Adobe Creative Suite, Campaign Analysis, PowerPoint, Advertising
Education
Tulane University 2008 — 2012
Bachelor of Science and Management, Marketing and Finance
Universidad Pontificia Comillas 2011 — 2011
Finance, Management, and International Business
NL Financial January 2012 - January 2014
Bank of America Merrill Lynch March 2012 - August 2012
IntercontinentalExchange, Inc. October 2009 - December 2010
Burkenroad Reports January 2009 - May 2009
PRN Options June 2007 - August 2007
PRN Options June 2007 - August 2007
Skills
Bloomberg, Equities, Excel, PowerPoint, Word, Microsoft Excel, Microsoft Word, Access, Options, Investments, Trading, Research
Education
Washington University in St. Louis 2014 — 2017
Juris Doctor (J.D.)
Tulane University 2008 — 2009
Masters
Tulane University 2004 — 2008
Bachelor of Science in Management
Bloomberg LP June 2015 - Present
Bloomberg LP July 2012 - Present
Group One Trading, LP April 2011 - January 2012
Group One Trading, LP July 2010 - April 2011
Darwin Fenner Student Managed Fund January 2010 - May 2010
Burkenroad Reports August 2009 - December 2009
Merrill Lynch December 2008 - January 2009
Skills
Trading, Equity Research, Accounting, Econometrics, Mandarin, Portfolio Management, Statistics, Valuation, Investments, Equity Trading, Capital Markets, Options, Equities, Electronic Trading, Risk Management, Fixed Income, Bloomberg, Bloomberg Terminal
Education
Tulane University - A.B. Freeman School of Business 2009 — 2010
Master of Finance, Energy Specialization
Tulane University - A.B. Freeman School of Business 2006 — 2009
Bachelors of Science in Management, Finance, Asian Studies
CIEE, East China Normal University 2008 — 2008
Wellesley High School
Bank of America July 2015 - Present
Consulting July 2013 - June 2015
Autonomy - an HP company March 2011 - May 2012
D&B November 2005 - October 2010
JPMorgan Chase Bank November 2002 - October 2005
Mergers & Acquisitions -- Confidential Position December 2001 - October 2002
Burkenroad Reports September 2000 - May 2001
Creditek Corporation 1998 - 1999
World Congress LLC 1995 - 1998
Edelman June 1992 - December 1995
Skills
Account Management, Strategy, Business Development, Management, Selling, Leadership, Business Strategy, Solution Selling, Sales, Cross-functional Team..., SaaS, Strategic Planning, Financial Services, Mergers & Acquisitions, Outsourcing, Marketing, Contract Negotiation, Customer Satisfaction, Consulting, Enterprise Software, Executive Management, Business Process, Consultative Selling, Acclivus Sales Training, Salesforce.com, CRM, Strategic Partnerships, B2B, Sales Process, Direct Sales, Marketing Strategy, Finance, Forecasting, Analytics, Business Intelligence, Business Analysis, Public Relations, Customer Service, Negotiation
Education
Tulane University - A.B. Freeman School of Business 1999 — 2001
MBA, Strategy and Corporate Finance, 3.4
University of Wisconsin-Madison - School of Business 1988 — 1992
BBA, Marketing with a Certification in International Business
The London School of Economics and Political Science (LSE) 1991 — 1991
Certificate in International Business
Roslyn High School 1984 — 1988
NYS Regents Diploma
The Advisory Board Company April 2014 - Present
International Monetary Fund June 2013 - April 2014
Burkenroad Reports August 2012 - December 2012
Aite Group June 2012 - August 2012
Karmaloop.com June 2011 - August 2011
Brussels Sprouts Kids November 2006 - August 2010
Skills
Microsoft Excel, Valuation, Analysis, Event Management, Time Management, Research, Management, Sales, Social Media, Data Analysis, Forecasting, Market Research, PowerPoint, Social Networking
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Finance, Marketing
Citi June 2015 - Present
Seeking Alpha May 2014 - May 2015
Citi June 2014 - August 2014
Burkenroad Reports January 2014 - May 2014
CIT June 2013 - August 2013
OSG Ship Management July 2012 - August 2012
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Statistics, Bloomberg, Corporate Finance, Microsoft Word, Investments, Valuation, Equity Research, Public Speaking, Access, Equities, Trading, Investment Banking, Technical Analysis, Portfolio Management, Research, ThomsonOne, Capital IQ, Finance, Financial Analysis, Commodity Markets
Education
Tulane University 2011 — 2015
Bachelor of Science (BS), Finance and Math
Shenendehowa High School
Broker Genius September 2015 - Present
Burkenroad Reports August 2014 - May 2015
A.B. Freeman School of Business September 2013 - May 2015
Capital Hedge Investor Network May 2014 - August 2014
Amyra Chase Garden Design May 2013 - August 2014
Latino's Farmers Corporation February 2014 - May 2014
S.A.F.E. Management at Ford Field January 2013 - February 2013
Cohasset Golf Club May 2012 - August 2012
Cohasset Golf Course June 2010 - September 2011
Fore Season Golf April 2007 - August 2011
Skills
Competent computer..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Critical Thinking, Financial Analysis, Process Scheduler, Sales, Teamwork, Time Management, Customer Service, Strategic Planning, Leadership, Public Speaking, English, Social Media, Research
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelor’s Degree, Accounting and Finance
Institute of Economics and Political Science 2013 — 2013
Political Science
Hingham High School 2007 — 2011
C Kletecka Consulting January 2014 - Present
LSU Health Sciences Center New Orleans 2015 - 2015
New Orleans BioInnovation Center May 2013 - August 2013
Burkenroad Reports January 2013 - May 2013
ITT June 2009 - August 2012
ITT June 2003 - August 2012
ITT 2005 - 2009
Skills
Engineering Management, Program Management, Product Development, Leadership, Excel models, Quantitative Analytics, Financial Modeling, Presentation Design, Business Strategy, Optical Engineering, Sensors, Entrepreneurship, Spectroscopy, R&D, Management, Photonics, Project Management, Microsoft Excel, System Design, Business Development, Analysis, Data Analysis, Market Research, Strategy, Research, Excel Models, Strategic Planning
Education
Tulane University 2012 — 2014
Master of Business Administration (MBA), Finance & Strategic Management
The University of New Mexico 1999 — 2003
MS, Optical Physics
Xavier University 1995 — 1999
Bachelor of Science (BS), Physics
FocalPoint Partners, LLC May 2015 - August 2015
Burkenroad Reports January 2015 - May 2015
Emerging Strategy June 2014 - August 2014
Morgan Stanley May 2013 - September 2013
Skills
Financial Modeling, Bloomberg, Equities, Valuation, Bloomberg Terminal, Alternative Investments, Capital Markets, Derivatives, Equity Research, Fixed Income, Securities, Investment Banking, Hedge Funds, Options, Microsoft Office, Microsoft Excel, PowerPoint, Chinese, Microsoft Word, Finance
Education
Tulane University 2012 — 2016
Major: Finance Chinese Language
Donghua University 2014 — 2014
Study Abroad, Chinese Studies
Calabasas High School 2008 — 2012
Burkenroad Reports August 2015 - Present
Tulane University -A.B. Freeman School of Business August 2012 - Present
Bloomberg LP May 2015 - August 2015
Google January 2015 - May 2015
Universidad Pontificia Comillas ICAI-ICADE August 2014 - December 2014
Bloomberg LP May 2014 - May 2014
Interfraternity Council January 2014 - May 2014
Saint James Real Estate Advisors, LLC June 2013 - August 2013
Sigma Phi Epsilon January 2013 - April 2013
SkinHealth Centers Inc. February 2012 - August 2012
Skills
PowerPoint, Team Leadership, Social Media, Microsoft Excel, Entrepreneurship, New Business Development, Data Analysis, Microsoft Office, Marketing Strategy, Financial Accounting, Risk Management, Leadership, Finance, Investments
Education
Harvard University Summer Term 2014 — 2014
Business/Managerial Economics, 3.85 GPA
Tulane University - A.B. Freeman School of Business 2012 — 2016
Bachelor of Science (B.S.), Finance, Management, 3.6 GPA
Boston University Summer Study Internship Program 2013 — 2013
Business and Management Track, 3.85 GPA
Swiss Semester 2009 — 2009
General Studies
Buckingham Browne and Nichols 2009 — 2012
High School Diploma
Cash Flow Resources, LLC June 2013 - Present
Burkenroad Reports February 2013 - May 2013
Darwin Fenner Student Managed Fund February 2013 - May 2013
JP Turner & Company, LLC December 2012 - January 2013
Financial Times September 2011 - March 2012
Everbright Securities CO., LTD June 2011 - August 2011
Skills
Bloomberg Terminal, ThomsonOne, X-Trader, Thomson Reuters Terminal, Matlab, VBA
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master's degree, Finance
Tulane University - A.B. Freeman School of Business 2012 — 2013
Energy Specialization, Energy
University of International Business and Economics 2008 — 2012
Bachelor's degree, Public Administration & Finance
The High School Affiliated to Renmin University of China 2005 — 2008
Capital One October 2014 - Present
Capital One July 2012 - October 2014
Burkenroad Reports January 2012 - May 2012
Southeastern Louisiana University August 2010 - May 2011
New Orleans Department of Agriculture's Federal Credit Union May 2009 - August 2009
United States Department of Agriculture's National Finance Center May 2008 - August 2008
Skills
Microsoft Office, Financial Modeling, Equity Research, Business Valuation, Excel, Valuation, Financial Analysis, Microsoft Excel, Financial Reporting, Finance, Investments, Financial Accounting, Business Analysis, Accounting, Analysis, Credit, Business Planning, Portfolio Management, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 2011 — 2012
Master of Finance, Energy Specialization, 3.8
Southeastern Louisiana University 2007 — 2011
Bachelor of Science, Finance, 4.0
BlackGold Capital Management August 2010 - Present
Burkenroad Reports August 2009 - May 2010
Khandwala Integrated Financial Services June 2006 - May 2008
Skills
Financial Modeling, Equity Research, Valuation, Financial Analysis, Bloomberg, Corporate Finance, Equities, Investments, Due Diligence, Portfolio Management, Bloomberg Terminal, Finance, Investment Banking, Fixed Income, Equity Valuation, Derivatives, Hedge Funds
Education
Tulane University 2008 — 2010
MBA, Finance
Tulane University - A.B. Freeman School of Business 2008 — 2010
MBA, Finance
Gujarat University 2003 — 2006
Bachelor of Science (BS), Information Technology
BP August 2011 - Present
Consolidated Graphics, Inc. February 2010 - August 2011
Consolidated Graphics, Inc. July 2008 - February 2010
Stewart Title Insurance July 1999 - May 2007
Burkenroad Reports August 1997 - May 1999
Skills
ITIL Foundation, PMP, TOGAF 9 Certified, MBA Finance, IT Service Management, Change Management, Project Portfolio..., Operations Management, Software Project..., ITIL v3 Intermediate:..., ITIL, Business Analysis, TOGAF, Vendor Management, Process Improvement, Cross-functional Team..., SDLC, Business Process, ITIL v3 Intermediate:..., ITIL v3 Intermediate:..., ITIL v3 Intermediate:..., Disaster Recovery, Project Management, Integration, Requirements Analysis, Data Center, SharePoint, CRM, Strategy, Management, PMO, Product Management, ERP, Project Planning, Risk Management, Leadership, Enterprise Software, Governance, Software Development, Requirements Gathering, Security, Business Development, IT Operations, ITIL v3 Intermediate:..., Business Intelligence, IT Management, Information Technology
Education
Tulane University - A.B. Freeman School of Business 1997 — 1999
MBA, Finance, International Management, Marketing
Loyola University New Orleans 1993 — 1997
BBA, Finance, International Business
Jesuit High School 1989 — 1993
iGATE July 2013 - Present
CSC December 2003 - June 2013
DMS Consulting June 2012 - May 2013
Burkenroad Reports August 2012 - December 2012
SIS Pvt. Ltd March 2003 - December 2003
HCL Technologies May 2001 - March 2003
Price Waterhouse Coopers September 2000 - November 2000
Skills
PMP, Program Management, PMO, MS Project, Visio, Agile Project Management, Risk Management, Scrum, VBA, Coaching, Management Consulting, Managerial Finance, Jenkins, Financial Analysis, Financial Modeling, Equity Research, Business Advisory, Strategic Planning, Corporate Governance, Microsoft Excel, MATLAB, Six Sigma, Testing, Quality Assurance, IT Strategy, Business Planning, Project Planning, Pre-sales, Management, Business Analysis, Leadership, Software Project..., SDLC, Business Development, Requirements Analysis, Analysis, Project Management, Project Portfolio..., Business Process..., Business Process, Vendor Management, Business Intelligence, Requirements Gathering, Consulting, Project Delivery, Outsourcing, Oracle, Resource Management, Global Delivery, ERP
Education
Johns Hopkins Bloomberg School of Public Health 2014 — 2014
Courses in Data Science
AB Freeman School of Business, Tulane University, New Orleans 2011 — 2013
MBA
S.P. Jain Institute of Management & Research
MBA
SGSITS, Indore
BE
Citi February 2015 - Present
Moody's Investors Service July 2013 - February 2015
Darwin Fenner Student Managed Fund January 2013 - May 2013
BD May 2012 - August 2012
Burkenroad Reports January 2012 - May 2012
Golf Galaxy May 2010 - August 2011
Skills
Sales, Microsoft Excel, Financial Modeling, PowerPoint, Corporate Finance
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
BSM, Finance, Management, Energy
Ridgewood High School 2005 — 2009
Zoomer August 2015 - Present
Dowling & Partners June 2014 - Present
Green Bull Investment Group August 2013 - Present
Burkenroad Reports January 2014 - May 2014
Tulane Call Center January 2013 - April 2014
Kings Speech and Learning Center December 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Leadership, Finance, Teamwork, Social Media, Facebook, QuickBooks, Social Networking, Financial Modeling
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelor of Science in Management, Finance and mathematics, 3.83
Universidad Pontificia Comillas 2013 — 2013
Finance
Farmington High School
Burkenroad Reports August 2015 - Present
APG Asset Management June 2015 - August 2015
Spoon University December 2014 - May 2015
Pillars of Wall Street January 2015 - January 2015
APG May 2014 - August 2014
Urban Outfitters June 2013 - January 2014
Dodds and Eder May 2012 - August 2012
OH&M Electrical Corp. May 2012 - August 2012
Skills
Microsoft Word, PowerPoint, Customer Service, Teamwork, English, Social Media, Facebook, iMovie, Microsoft Excel, Microsoft Office, Be Your Own Boss, Leadership, Spanish, Social Networking, Event Planning, Public Speaking, Research
Education
Tulane University - A.B. Freeman School of Business 2012 — 2016
Bachelor of Science in Management Candidate, Finance
SKEMA Business School 2014 — 2014
Junior Fall Semester
Our Lady of Mercy Academy 2008 — 2012
PwC October 2013 - Present
Darwin Fenner Fund January 2013 - May 2013
Commander's Family of Restaurants July 2011 - May 2013
Burkenroad Reports August 2012 - December 2012
PricewaterhouseCoopers January 2012 - April 2012
Behmke Reporting and Video Services, Inc. May 2010 - August 2010
Silverman, Krantz, and Porter May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Accounting, Financial Modeling, Access, Financial Analysis, Financial Accounting, GAAP, Financial Reporting, Auditing, Financial Statements, Corporate Finance, Finance, Asset Management
Education
Tulane University - A.B. Freeman School of Business 2008 — 2013
BSM/MACCT, Finance, Legal Studies of Business, Accounting
Sacred Heart Cathedral Preparatory 2004 — 2008
High School Diploma
FactSet September 2015 - Present
Brown Brothers Harriman August 2014 - September 2015
Burkenroad Reports August 2013 - December 2013
Brown Brothers Harriman June 2013 - August 2013
ChapterSpot June 2012 - August 2012
Connected Living May 2011 - August 2011
Atlantic Toyota Scion May 2010 - August 2010
Skills
Analysis, Customer Service, Management, Accounting, Financial Modeling, Microsoft Excel, Research, Data Analysis, Equities, Fixed Income, Leadership
Education
Tulane University - A.B. Freeman School of Business 2010 — 2014
Bachelor of Science (BS), Finance, General
Universidad Pontificia Comillas 2012 — 2012
Elite Realty June 2015 - August 2015
Burkenroad Reports August 2014 - December 2014
Federal Farm Credit Banks Funding Corporation June 2014 - August 2014
Bernstein Real Estate/Lawrence Properties June 2013 - August 2013
Senator Cory Booker June 2013 - August 2013
Education
Tulane University - A.B. Freeman School of Business 2012 — 2016
Major: Finance, Minor: Mathematics, 3.5 GPA
Fort Lee High School 2008 — 2012
B2R Finance July 2014 - Present
BlackRock September 2013 - July 2014
New Orleans Business Alliance January 2013 - May 2013
Burkenroad Reports May 2012 - May 2013
Keating Magee August 2012 - January 2013
New Orleans BioInnovation Center May 2012 - September 2012
A.B. Freeman School of Business January 2012 - May 2012
Wells Fargo February 2011 - July 2011
Wells Fargo August 2010 - February 2011
Colonial Properties Trust July 2008 - August 2010
Skills
Commercial Real Estate, Financial Modeling, Market Research, Marketing Strategy, Strategic Planning, Financial Analysis, Business Development, Microsoft Excel, Data Analysis, Competitive Analysis, Business Strategy, Strategy, Finance, Investments, Social Media Marketing, Valuation
Education
Tulane University - A.B. Freeman School of Business 2011 — 2013
Master of Business Administration, Strategic Management and Leadership; Entrepreneurship
Sewanee-The University of the South 2003 — 2008
BA, Economics
Charlotte Country Day School
Burkenroad Reports January 2011 - May 2011
Pestcoe, Schwed & Associates, LLC October 2010 - November 2010
Agricultural Bank of China August 2009 - September 2009
Beijing Rural Commercial Bank February 2009 - March 2009
DongXing Securities Ltd July 2008 - August 2008
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
Master of Finance, Finance
Beijing Technology and Business University 2006 — 2010
Bachelor Degree, Finance
University of Gothenburg 2008 — 2009
Exchange Student, Economics and Finance
Private Investment Banking/Broker Dealer Firm June 2011 - Present
Tulane University Herbarium August 2007 - June 2011
Burkenroad Reports August 2010 - December 2010
Gabler Enterprises May 2010 - August 2010
Shuster Eye Center May 2009 - August 2009
Skills
Valuation, Bloomberg, Financial Modeling, Equity Research, Finance, Leadership, Microsoft Excel, PowerPoint, Research, Series 7, Management
Education
Tulane University 2007 — 2011
Bachelor of Science in Management, Management; Finance; Energy Markets
Burkenroad Reports January 2015 - May 2015
Grupo del Sol May 2014 - August 2014
Ernst & Young June 2013 - August 2013
Skills
Market Research, Microsoft Excel, Microsoft Office, Management, Equity Research, Excel Models, Equity Valuation, Research, Italian, Spanish, Teamwork, Social Media, Sales, PowerPoint, Public Speaking, Marketing
Education
Tulane University - A.B. Freeman School of Business 2012 — 2015
Bachelor's Degree, Bachelor of Science: Management, Entrepreneurship
Georgetown University 2010 — 2010
Completion of Summer Program - Sports Management
Burk Baker School of Real Estate & Appraising 2014 — 2014
Louisiana Real Estate Agent Course
International School of Florence
High School
Balboa Academy
High School
Rice Voelker June 2014 - September 2014
Burkenroad Reports January 2014 - May 2014
Edelweiss Securities Ltd. February 2012 - June 2013
Tech Mahindra Ltd January 2010 - January 2012
Skills
Testing, HTML, Windows, Unix, PL/SQL, Microsoft Excel, Outlook, Derivatives, PowerPoint, English, Fixed Income, VBA, Microsoft Word, Core Java, Test Automation, Databases, Data Analysis, Unix Shell Scripting, c/c++, Java Enterprise Edition, SQL*Plus, System Testing, Test Planning, Regression Testing, Load Testing, Test Design, CSS, Fixed, Valuation, Equity Research, Equity Capital Markets, Equity Trading, FX trading, Market Risk, Risk Management, DCF Valuation, Capital Markets, Investment Banking, Equities, Trading, Financial Modeling, Finance, Financial Analysis, Portfolio Management, Strategy, Analysis, Management, Leadership, Corporate Finance, Mergers & Acquisitions
Education
Tulane University - A.B. Freeman School of Business 2013 — 2015
Master of Business Administration (MBA) Finance, Energy Concentration
BMS College of Engineering, Bangalore 2005 — 2009
Bachelor of Engineering (B.E.), Information Science and Engineering
Maharaja sawai man singh vidyalaya
Sparkasse Kufstein July 2014 - August 2014
Austiran Federal Ministry of Finance, Austria July 2012 - September 2012
Burkenroad Reports January 2012 - May 2012
Austrian Federal Ministry of Finance, Austria July 2011 - August 2011
Universität Innsbruck, Institute of Slavic Studies February 2011 - August 2011
Universität Innsbruck February 2010 - November 2010
MP Media & Power GmbH, Austria April 2009 - October 2010
MP Media & Power GmbH, Austria July 2010 - September 2010
MP Media & Power GmbH, Austria July 2009 - September 2009
Skills
Financial Analysis, Financial Modeling, Financial Markets, R, Teamwork, Presentation Skills, Leadership, Problem Solving, Quantitative Finance, International Finance, Eastern Europe, Equity Research, Statistical Data..., Statistical Modeling, Monte Carlo Simulation, Bloomberg Terminal, Reuters 3000, Negotiation, Microsoft Excel, Portfolio Management, Computational Finance, Interview Skills, Fundamental Analysis, Equity Research Analysis, Photography, Photoshop, Asset Management, Wealth Management, EViews, Stata, Portfolio Performance..., Derivatives, Alternative Investments, Commodity Markets, Monte Carlo modeling, Russian Politics, Microsoft Word, Microsoft Office, Report Writing, Private Banking, Data Analysis, Statistics, Machine Learning, Data Mining, Time Series Analysis, Financial Forecasting, Forecasting, Python
Education
Leopold-Franzens Universität Innsbruck 2013 — 2016
Doctor of Philosophy (PhD), International Finance
Tulane University 2011 — 2012
International Exchange Year, International Business and Economics, GPA: 3.89/4
Leopold-Franzens Universität Innsbruck 2008 — 2013
Diploma (Mag. rer. soc. oec.), International Business and Economics, Average: 1.5
Leopold-Franzens Universität Innsbruck 2008 — 2015
Bachelor of Arts (BA), Slavic Studies with focus on Russian Language and Culture, Average: 1.7
Passed the Level II exam of the CFA Program (June 2014) 2014 — 2014
Passed the Level I exam of the CFA Program (December 2013) 2013 — 2013
Passed the Level III exam of the CFA Program (June 2015) 2015 — 2015
Wake Forest University August 2014 - Present
Deloitte January 2015 - March 2015
HCA May 2013 - August 2013
Murphy Appraisal Services LLC February 2013 - May 2013
Burkenroad Reports January 2013 - May 2013
Gebhardt & Smith June 2012 - July 2012
HealthTrust Purchasing Group May 2011 - August 2011
Old Natchez Country Club May 2010 - August 2010
Riverview Camp for Girls May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Analysis, Access, Leadership
Education
Wake Forest University Graduate School 2014 — 2015
Masters of Science in Accountancy, Audit and Financial Transaction Services
Tulane University 2010 — 2014
BSM, Finance with a specialization in Energy and a minor in Accounting, Senior
Ensworth
Quorum Business Solutions August 2014 - Present
Postlethwaite & Netterville June 2013 - March 2014
Burkenroad Reports January 2013 - May 2013
Community Action Council for Tulane University Students August 2011 - May 2013
Tulane University Habitat for Humanity August 2010 - May 2013
Wells Fargo Home Mortgage June 2012 - August 2012
LaunchPad NOLA April 2012 - May 2012
Formulary Productions June 2011 - August 2011
State Farm Insurance June 2010 - August 2010
Skills
ABB WinCCU, Thermo Scientifit..., Emerson RocLink, Social Media, Microsoft Excel, Analysis, Microsoft Office, Finance, Time Management, Project Management, Financial Modeling, Financial Analysis, Management, Financial Reporting, Microsoft Access..., Microsoft Excel..., Proficient Knowledge of..., Attention To Detail
Education
Tulane University 2009 — 2013
Bachelor of Science in Management, Finance & Business Legal Studies
Technology Crossover Ventures January 2012 - Present
Ziff Brothers Investments March 2010 - January 2012
PricewaterhouseCoopers September 2008 - March 2010
Ernst & Young June 2007 - August 2007
Burkenroad Reports August 2006 - December 2006
Skills
GAAP, Financial Reporting, Auditing, Financial Analysis, Internal Controls
Education
Tulane University
Tulane University
A.B, Finance
Tulane University
A.B; Masters, AccountingClass
Postlethwaite & Netterville March 2013 - Present
Postlethwaite & Netterville May 2012 - March 2013
Burkenroad Reports January 2012 - April 2012
Skills
Business Valuation, Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Microsoft Office, Analysis, Financial Accounting, PowerPoint, Microsoft Excel, Valuation, Access, Finance, Microsoft Word, Auditing
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
BSM, Finance, Energy
Coker and Palmer Investment Securities, Inc. June 2015 - Present
IBERIA Capital Partners July 2014 - June 2015
IBERIA Capital Partners February 2014 - June 2014
Burkenroad Reports August 2013 - December 2013
Northwestern Mutual May 2013 - October 2013
Atomic Transport, LLC July 2012 - August 2012
Revolution Motorsports May 2012 - June 2012
Skills
Finance, Microsoft Excel, Strategy, Financial Modeling, Financial Analysis, PowerPoint, Spanish, Valuation, Access, Economics, Microsoft Word, Microsoft Office, Research, Social Media, Public Speaking, Facebook, Accounting, Equity Research, Energy, Sales
Education
Tulane University - A.B. Freeman School of Business 2010 — 2014
BSM, Finance (Energy Specialization), Spanish, Legal Studies in Business
Universidad de Granada 2012 — 2013
Spanish Language and Literature
New Trier High School 2006 — 2010
Gulf Search Capital July 2012 - Present
Emerge Dynamics - Active Management Consulting July 2012 - Present
Goldman Sachs 10,000 Small Businesses Initiative June 2013 - Present
Day Flier January 2011 - Present
Gulf Coast Aviation Charter May 2009 - Present
Delgado Community College August 2008 - Present
Tulane University July 2012 - July 2014
Chaffe & Associates, Inc. April 2011 - July 2012
Gulf Coast Aviation Flight School February 2005 - September 2011
Burkenroad Reports August 2010 - December 2010
Skills
Economics, Cost Analysis, Aircraft Management, Financial Analysis, Strategic Planning, Forecasting, Business Strategy, Mergers, Valuation, New Business Development, Public Speaking, Management Consulting, Due Diligence, Commercial Aviation, Commercial Pilot, Economic Development, Development Economics, Strategy Development, Strategic Consulting, Capital IQ, Proofreading, Speaking Engagements, Teaching, Capital Budgeting, Cash Flow, Business Turnaround, Strategy, Turnaround Strategy, Mergers & Acquisitions, Finance, Financial Modeling, Aircraft, Venture Capital
Education
TULANE UNIVERSITY, FREEMAN SCHOOL OF BUSINESSNew 2009 — 2011
Master, Business Administration; Finance, International Business
The University of Texas at Arlington - College of Business 2002 — 2004
M.A., Economics
Louisiana State University 1997 — 2001
B.S., Mechanical Engineering
CM&AA Training
CM&AA Training
CM&AA Training
Jesuit High School
Magnum Forge January 2015 - Present
Magnum Forge July 2013 - Present
Quorum Business Solutions January 2011 - June 2013
Burkenroad Reports August 2008 - May 2009
USMP August 2008 - December 2008
Bank of Texas May 2008 - August 2008
STAIR Program January 2008 - May 2008
Skills
Financial Analysis, SQL, Crystal Reports, Energy Trading, Strategic Consulting, Software Consulting, Software Training, PowerPoint, Excel, Word, Visual C++, Commodity Markets, Microsoft Excel, Business Analysis, Analysis, Risk Management, Access, Microsoft Word, Hands-on Training
Education
Tulane University 2009 — 2010
Master, Finance
Tulane University 2005 — 2009
Bachelor of Science in Management, Finance and Marketing
Kempner High School 2001 — 2005
Tuck School of Business at Dartmouth College May 2010 - June 2012
Bulge bracket bank in NY June 2011 - August 2011
New Harbor Incorporated August 2006 - May 2010
UBS - New York June 2005 - December 2005
Burkenroad Reports August 2004 - December 2004
Arkion Systems January 2004 - March 2004
Steptone France, Paris, France June 2003 - August 2003
Skills
Financial Modeling, Valuation, Financial Analysis, Investment Banking, Mergers, PowerPoint, Microsoft Excel, Microsoft Word, series 79, series 63, Acquisitions, Energy, Alternative Energy, Renewable Energy, Mergers & Acquisitions, Leadership, Spanish, Analysis, Series 63, Strategic Financial..., FINRA, Business Analysis, Management, Venture Capital, Project Finance, Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
Master of Business Administration (M.B.A.)
MBA Institute 2002 — 2006
BBS
Tulane University 2004 — 2004
BBS
PwC September 2015 - Present
Burkenroad Reports January 2015 - May 2015
BNY Mellon May 2014 - August 2014
Spotify January 2014 - May 2014
Economic Development and Industrial Corporation 2013 - 2013
Eastern Connection 2013 - 2013
Skills
Spanish, Economics, Microsoft Excel, Microsoft Word, Team Leadership, Financial Markets, Corporate Finance, Marketing
Education
Tulane University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Weston High School
Burkenroad Reports September 2014 - December 2014
XPEC Entertainment Inc. December 2012 - January 2013
Marlborough Holding Real Estate LLC September 2007 - June 2010
Skills
Equity Research Analysis, Portfolio Management, Market Research
Education
Tulane University - A.B. Freeman School of Business 2013 — 2015
Bachelor of Science (BS), Finance and Financial Management Services
Burkenroad Reports August 2015 - Present
BP June 2015 - August 2015
Brown-Forman October 2014 - December 2014
BP June 2014 - August 2014
Tulane University August 2013 - December 2013
Limestone Restaurant 2011 - 2012
Skills
Financial Analysis, Research, Microsoft Office, Teamwork, PowerPoint, Corporate Finance, Microsoft Word, Customer Service, Public Speaking, English, Leadership, Data Analysis, Facebook, Social Networking, Social Media, Event Planning, Time Management, Finance, SAP
Education
Tulane University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Tulane University - A.B. Freeman School of Business 2012 — 2016
Bachelor of Science in Management, Finance, General
Tulane University Endowment Fund June 2015 - August 2015
Burkenroad Reports January 2015 - May 2015
Kearney & Company June 2014 - August 2014
U.S. House of Representatives June 2013 - August 2013
Skills
Microsoft Office, Natural Gas Trading, Leveraged Finance, Accounting, Microsoft Excel, Microsoft Word, PowerPoint
Education
Tulane University 2012 — 2016
BSM, Finance, General, 3.5 GPA
Burkenroad Reports August 2015 - Present
Skills
Politics, Public Speaking, Public Relations, Public Policy, Political Consulting, Political Campaigns, Fundraising, Legislative Relations, Legislative Affairs, Speech Writing, Local Government, Policy Analysis, Political Communication, Public Affairs, State Government, Coalitions, Message Development, Constituent Services, Policy Research, Strategic Communications, Government, Campaign Managment, Government Relations, Legislative Research, Government Liaison, Event Planning, Banking, Community Outreach, Legislation, Political Strategy, Policy, Political Science, Elections, Crisis Communications, Nonprofits
Education
Tulane University 2012 — 2016
Bachelor of Science in Management, Finance and Legal Studies with an Energy Specialization, 3.64 / 4.00 GPA
PineBridge Investments July 2013 - Present
PwC January 2013 - May 2013
Dormify January 2011 - January 2013
Burkenroad Reports August 2012 - December 2012
McLean Asset Management Corporation May 2012 - August 2012
Bloomingdale's May 2011 - August 2011
Skills
Microsoft Excel, Critical Thinking, Teamwork, Research, Organization, Mathematics, Statistics, Revenue Modeling, Data Analysis, Problem Solving, Problem Analysis, Highly detail oriented, Analysis
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science, Management; Finance and Marketing
JPMorgan Chase & Co. April 2015 - Present
Kerburn Rose June 2014 - August 2014
Interactive Data December 2013 - June 2014
Burkenroad Reports August 2012 - November 2012
China international futures co. Ltd July 2011 - October 2011
Skills
MS Excel Pivot Tables, Microsoft Excel, Financial Analysis, Financial Modeling, Bloomberg Terminal, SQL, Data Management, Finance, Research, Financial Risk..., Eviews, SPSS, Equities, Microsoft Office, PowerPoint, Microsoft Word, Crystal Ball, X-Trader, Reuters, Thomson One Banker, Data Analysis
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master's degree in Finance, Energy Specialization
Minzu University of China (Central University for Nationalities) 2008 — 2012
Bachelor of Arts (B.A.) in Finance, Accounting Specialization
Patton Real Estate March 2015 - Present
Tulane University August 2011 - May 2015
Burkenroad Reports August 2014 - December 2014
CBRE June 2014 - August 2014
Chunowitz, Teitelbaum, Mandel Ltd June 2013 - July 2013
Sukho Thai January 2013 - May 2013
Revlon Consumer Products Corporation April 2012 - August 2012
Stillman and Friedman, PC April 2012 - August 2012
Camp Wigwam June 2011 - August 2011
Mandel and Mandel, LLC April 2010 - January 2011
Skills
PowerPoint, Microsoft Office, Facebook, Microsoft Excel, Microsoft Word, Reddit, Windows 7, Spanish, Social Media, Windows, Google+, QuickBooks, Data Analysis, Customer Service, Editing, Creative Solutions..., Twitter, Superforms, CoStar, Real Estate Transactions, Investment Sales
Education
Tulane University 2011 — 2015
Bachelor of Science in Management, Finance
Ransom Everglades 2008 — 2011
Ransom Everglades
Jesuit High School of New Orleans January 2014 - Present
EY June 2015 - August 2015
Burkenroad Reports January 2015 - May 2015
Lesson #1 January 2014 - April 2015
Camp Sea Gull and Camp Seafarer May 2014 - August 2014
Oakcliff Sailing Center May 2013 - August 2013
Camp Sea Gull and Camp Seafarer May 2012 - August 2012
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Leadership, Social Media, Communication, PowerPoint, Non-profit Volunteer, Teamwork, Management, Social Networking, Securitization, Structured Finance, Investment Banking
Education
Tulane University - A.B. Freeman School of Business 2012 — 2016
Bachelor of Science in Management, Major: Finance and Legal Studies, Minor: Architectural Studies, 3.8 / 4.0 GPA
The Park School of Baltimore 2004 — 2012
Rothschild July 2015 - Present
Green Bull Investment Group June 2013 - May 2015
Tulane Endowment Fund April 2014 - August 2014
Sigma Phi Epsilon January 2014 - May 2014
Burkenroad Reports November 2013 - May 2014
Merrill Lynch May 2013 - August 2013
Three Court, LP June 2012 - August 2012
Skills
Investments, Portfolio Management, Finance, Financial Modeling, Equity Research, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Analysis, Economics, Corporate Finance, Data Analysis, Banking, People Skills, Captain of High School...
Education
Tulane University 2011 — 2015
Bachelor of Science (BS), Finance and Business Law, 3.62 GPA
Ridgefield High School 2008 — 2011
Eastward Capital May 2014 - August 2014
Burkenroad Reports January 2014 - May 2014
F-Squared Investments May 2013 - August 2013
Skills
Equity Research, Valuation, Financial Modeling, Social Networking, Investment Management, Investment Strategies, Hedge Funds, Mutual Funds, Asset Allocation, Equities, Macroeconomics, Heavy Lifting, Bloomberg
Education
Tulane University 2011 — 2015
Bachelor’s Degree, Finance
Mount Saint Charles Academy 2005 — 2011
Burkenroad Reports September 2013 - December 2013
China Galaxy Securities June 2013 - June 2013
Ernst & Young July 2012 - July 2012
Skills
Financial Modeling, PowerPoint, Data Analysis, Financial Analysis, Research, Microsoft Excel, Finance, Matlab
Education
The Johns Hopkins University - Carey Business School
Master's degree, Finance, General
Tulane University - A.B. Freeman School of Business 2011 — 2014
Bachelor, Finance & Math, GPA:3.86
Wells Fargo Energy Group June 2014 - Present
A. B. Freeman School of Business January 2014 - May 2014
Darwin Fenner Student Managed Fund January 2014 - May 2014
Wells Fargo Energy Group May 2013 - August 2013
Burkenroad Reports January 2013 - May 2013
DMS Disaster Consultants June 2012 - September 2012
Skills
Finance, Microsoft Excel, Microsoft Word, Financial Modeling, Deals, Microsoft Office, Investments, Public Speaking
Education
Tulane University - A.B. Freeman School of Business 2010 — 2014
Bachelor of Science, Finance with Energy Specialization; Philosophy
Jesuit College Preparatory 2006 — 2010
High School
Tulane University, School of Liberal Arts
Bachelor of Arts, Philosophy
Lazard Asset Management June 2015 - August 2015
Burkenroad Reports January 2015 - April 2015
Empirical Asset Management May 2014 - July 2014
Mangrove Partners May 2013 - July 2013
Skills
Financial Analysis, Microsoft Excel, Data Analysis, Finance, Economics, Microsoft Word, Time Management, PowerPoint, Teamwork, Analysis, Spanish, Accounting, Financial Modeling, Access, Microsoft Office, Public Speaking, FactSet, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 2012 — 2016
Bachelor of Science in Management (B.S.M.), Finance, General, 3.7
New York University 2014 — 2014
Global Programs, NYU Prague, 3.7
Wellesley High School 2008 — 2012
EY August 2014 - July 2015
EY August 2012 - July 2014
EY January 2011 - April 2011
Burkenroad Reports January 2010 - May 2010
Skills
Microsoft Office, Financial Statements, Data Analysis, Research, Microsoft Excel, US GAAP, Financial Analysis, Business Writing, Teamwork, Event Planning, Financial Audits, Sales, Financial Statement..., Accounting, SEC Financial Reporting, Public Speaking, Internal Controls, Financial Reporting, Financial Accounting, Financial Modeling, Auditing
Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (M.B.A.), Finance
Tulane University - A.B. Freeman School of Business 2011 — 2012
Master's Degree, Accounting, 3.90/4.00
Tulane University 2007 — 2012
Bachelor's Degree, Finance/Economics, 3.96/4.00
Burkenroad Reports August 2015 - Present
Tulane University Academic Advising Center September 2015 - Present
Tulane Running Club August 2015 - Present
Federal Reserve Bank of San Francisco May 2015 - August 2015
Integro Insurance Brokers May 2014 - August 2014
Harbor Bay Club June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Insurance, Computer Science, Java, Python, C, C++, Public Speaking
Education
Tulane University - A.B. Freeman School of Business 2013 — 2017
Bachelor's Degree, Business and Computer Science, Sophomore
Alameda High School 2009 — 2013
Virtudent 2015 - Present
Burkenroad Reports January 2015 - May 2015
Vertical Capital June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Salesforce.com, Entrepreneurship, Facebook, Social Networking
Education
Tulane University - A.B. Freeman School of Business 2012 — 2016
Bachelor of Science (BS), Finance, Entrepreneurship
The Hong Kong University of Science and Technology 2014 — 2015
Finance
Moelis & Company June 2015 - Present
UBS Investment Bank January 2014 - May 2015
UBS Investment Bank September 2011 - December 2013
Burkenroad Reports May 2010 - May 2011
Burkenroad Reports January 2010 - May 2010
Johnson Rice & Company September 2009 - April 2010
UBS Investment Bank 2010 - 2010
Morgan Stanley Smith Barney May 2009 - September 2009
Education
Tulane University - A.B. Freeman School of Business
Finance
Benchmark Bank June 2015 - August 2015
Grant Thornton LLP January 2015 - March 2015
Jones Walker LLP August 2013 - December 2014
Burkenroad Reports August 2013 - December 2013
HP Tutors August 2010 - May 2011
Skills
Finance, Microsoft Excel, Financial Modeling, Financial Analysis, Accounting, Business Modeling, Team Management, Microsoft Word, Academic Tutoring, Microsoft Publisher, Photography, Community Outreach, Customer Service, Marketing Research, Organization
Education
Tulane University - A.B. Freeman School of Business 2014 — 2016
Master’s Degree, Accounting
Tulane University - A.B. Freeman School of Business 2011 — 2016
Bachelor's degree, Finance/ Energy / Legal Studies in Business
Citi June 2015 - Present
Darwin Fenner Student Managed Fund January 2015 - May 2015
Robinhood December 2014 - May 2015
Green Bull Investment Group May 2014 - May 2015
Pillars of Wall Street January 2015 - January 2015
Tulane Algorithmic Trading Club May 2014 - September 2014
Citi June 2014 - August 2014
Burkenroad Reports January 2014 - May 2014
Tulane University January 2014 - May 2014
Regatta Research & Money Management November 2013 - April 2014
Skills
Microsoft Excel, Leadership, Public Speaking, Equity Research, Teamwork, Statistics, Valuation, Financial Modeling, Investments, Financial Markets
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelor of Science, Finance, Minor in Mathematics, Magna Cum Laude
Scarsdale High School 2007 — 2011
Burkenroad Reports August 2015 - Present
Tulane University August 2015 - Present
University Hospitals of Cleveland June 2015 - Present
Reily Student Recreation Ctr September 2013 - Present
Western Reserve Rowing Association May 2013 - Present
Allergy/Immunology Associates, Inc June 2015 - August 2015
Robert W. Baird & Co. June 2014 - August 2014
Cleveland Clinic June 2012 - August 2012
Skills
Research, Event Planning, Nonprofits, Customer Service, Fundraising, Microsoft Office, Financial Modeling, Leadership, Student Development, Team Management, Medical Billing, Medicare/Medicaid..., Microsoft Excel
Education
Tulane University - A.B. Freeman School of Business 2013 — 2018
Joint Bachelor of Science in Management, Finance, 3.77 GPA
Saint Joseph Academy 2009 — 2013
High School
Tradeweb June 2015 - Present
EY June 2014 - March 2015
Darwin Fenner Fund January 2014 - May 2014
A. B. Freeman School of Business January 2014 - May 2014
Burkenroad Reports September 2013 - December 2013
Skills
Equity Research, Portfolio Management, Financial Modeling, Computer Skills: MS..., Auditing, Valuation, Bloomberg, Finance, PowerPoint, Microsoft Office, Microsoft Excel, Financial Analysis, Research, Equities, Investments, Microsoft SQL Server, VBA, Python
Education
Tulane University - A.B. Freeman School of Business 2011 — 2016
BSM, Finance (Energy Specialization), 3.90/4.00
Tulane University - A.B. Freeman School of Business 2011 — 2016
MACCT, Accounting
Accenture September 2015 - Present
EnerNOC June 2014 - August 2015
Burkenroad Reports January 2014 - May 2014
Skills
Oil and Gas Markets, Power Markets, Energy Trading, Derivatives for Risk..., Financial Modeling, Data Analysis, Econometric Analyses, Valuation, Equity Research, Consultative Sales, Client Relationship..., Bloomberg Certified, Thompson Reuters Eikon
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master of Management - Energy, 3.56 GPA
College of Charleston 2009 — 2013
Bachelor of Science (BS), Business Administration, Management and Operations, 3.35 GPA
American Airlines December 2014 - Present
Nike October 2014 - December 2014
TXU April 2012 - August 2013
TXU Energy March 2011 - April 2012
Darwin Fenner Student Management Fund - Freeman School of Business January 2010 - May 2010
Burkenroad Reports January 2010 - May 2010
US Bank December 2007 - February 2009
Skills
SAP, SharePoint, Access, Microsoft Excel, Financial Analysis, Vendor Management, Finance, Portfolio Management, Process Improvement, Forecasting, Data Analysis, Financial Modeling, Team Leadership
Education
Tulane University - A.B. Freeman School of Business 2009 — 2010
Master, Finance, GPA: 3.6
Portland State University 2006 — 2008
B.A., Economics, GPA: 3.9
Earth Prime Inc April 2012 - Present
T&T Roofing and Gutters January 2014 - December 2014
Yazoo Restorations January 2014 - October 2014
Rouses Supermarkets March 2013 - December 2013
Keating Magee April 2013 - June 2013
American Income Life August 2010 - November 2010
TOC May 2009 - July 2010
New Orleans Financial Group January 2005 - July 2010
Hire-a-Husband February 2010 - June 2010
Burkenroad Reports September 2008 - December 2008
Skills
Business Strategy, Photoshop, Business Analysis, New Business Launches, Identifying New..., Political Communication, Market Planning, Strategic Thinking, Systems Thinking, Analytical Writing, Sales
Education
University of New Orleans 2010 — 2011
BSM, Accounting
Tulane University 2005 — 2008
BSM, Finance, Strategic Management
University of Mississippi - School of Business Administration 2002 — 2004
BSM, Finance
New Orleans Green, LLC June 2014 - August 2014
Grant Thornton LLP January 2014 - March 2014
Burkenroad Reports August 2013 - December 2013
Horne LLP June 2013 - August 2013
Wepa August 2011 - December 2011
East Mississippi State Hospital May 2011 - August 2011
Dream It January 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Sales, Quality Assurance, Marketing Strategy, Facebook, Advertising, Social Networking, Data Analysis, Market Research, Time Management, Social Media Marketing, Financial Modeling, Valuation, Finance
Education
Tulane University - A.B. Freeman School of Business 2010 — 2015
Dual Degree: BSM / MACCT, Finance, Accounting
Richmond, The American International University in London 2012 — 2012
Business and Politics in the European Union
Waterfall Asset Management August 2014 - Present
Touro Synagogue August 2011 - May 2014
Waterfall Asset Management June 2013 - August 2013
Burkenroad Reports January 2013 - May 2013
DMS Disaster Consultants June 2012 - December 2012
Skills
Certified in Microsoft..., Certified in Microsoft..., Social Media Marketing, Access, Social Media, Facebook, Public Speaking, Microsoft Excel, Event Planning, Project Management, Investments, Bloomberg, PowerPoint, Deals, Financial Modeling, Financial Transactions, Pitch Books
Education
Tulane University - A.B. Freeman School of Business 2010 — 2014
BSM, Finance with Energy Specialization, 4.0
Episcopal High School 1997 — 2010
PwC June 2015 - August 2015
PwC January 2015 - March 2015
George Washington University October 2014 - December 2014
Eureka Capital Partners, LLC January 2014 - April 2014
Burkenroad Reports September 2013 - December 2013
Haitong Jihe Private Equity Investment Fund Management Co.,Ltd May 2013 - August 2013
Baidu, Inc. June 2012 - August 2012
Bank of China June 2010 - October 2010
Skills
Corporate Valuation, Financial Modeling, Private Equity, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Capital IQ, PowerPoint, Data Analysis, Access, ThomsonOne
Education
The George Washington University 2014 — 2016
Master's degree, Accounting
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science, Management; Finance
Beijing Number Four Middle School 2006 — 2009
Tulane University Investment Management Office July 2015 - Present
Burkenroad Reports August 2014 - May 2015
Intrepid Capital Funds May 2014 - August 2014
Burkenroad Reports January 2014 - May 2014
Darwin Fenner Student Managed Fund January 2014 - May 2014
Tulane (Student Affairs) February 2013 - May 2014
Sigma Chi Fraternity Alpha Omicron Chapter December 2012 - May 2013
Skills
Management, Research, Finance, Economics, Microsoft Office, Bloomberg Terminal, Equities, Consulting, Nonprofits, Sports, Leadership
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bacelor of Science in Management, Finance (Entrepreneurship Specialization), 3.736
Tulane University - School of Liberal Arts 2011 — 2015
Bachelor’s Degree, Finance, Economics, 3.8
Willis Re July 2015 - Present
Tulane University - A.B. Freeman School of Business January 2015 - Present
Burkenroad Reports August 2014 - December 2014
Willis Re May 2014 - August 2014
Diplomat Demolition May 2012 - August 2013
Kappa Sigma Fraternity May 2012 - May 2013
Main Line Health 2007 - 2011
Skills
Microsoft Excel, Financial Analysis, Teamwork, Reinsurance, PowerPoint, Market Analysis, Finance, Bloomberg Terminal, Social Media Marketing, Event Planning, Spanish, Presentation Skills, Leadership, Data Analysis
Education
Tulane University 2011 — 2015
Bachelor of Science in Management, Finance, Energy
The Hill School 2007 — 2011
Goldman Sachs July 2014 - Present
Tulane University August 2010 - May 2014
Goldman Sachs June 2013 - August 2013
Burkenroad Reports September 2012 - May 2013
ABC Television May 2012 - August 2012
Green Mountain Energy Company May 2012 - August 2012
Skills
Leadership, Leveraged Finance, Syndicated Loans, Debt Capital Markets, Investment Banking, Business Communications, Financial Analysis, Teamwork, Research, Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Capital Markets
Education
Tulane University 2010 — 2014
Bachelor of Arts (B.A.), Finance
Byram Hills
Joss & Main April 2014 - Present
Boston Scientific September 2013 - April 2014
Boston Scientific December 2011 - September 2013
Boston Scientific September 2011 - December 2011
Burkenroad Reports January 2011 - May 2011
Pestcoe, Schwed, and Associates LLC September 2010 - November 2010
Skills
Financial Analysis, Finance, Microsoft Excel, Corporate Finance, Hyperion Enterprise, Foreign Currency, Currency Exchange, Foreign Exchange..., Data Analysis, PowerPoint, Forecasting, Accounting, Treasury, Cash Flow, Financial Reporting, Currency
Education
Tulane University - A.B. Freeman School of Business 2007 — 2011
BSM
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2010 — 2010
BNP Paribas August 2014 - Present
Deutsche Bank July 2013 - July 2014
Iberia Capital Partners April 2012 - August 2012
Burkenroad Reports August 2011 - December 2011
TD Bank Group June 2011 - August 2011
Skills
Market Research, Financial Analysis, Financial Modeling, Corporate Finance, Bloomberg, Valuation, Banking, Equity Research, Finance, Capital Markets, Bloomberg Terminal, Capital IQ, Forecasting, Investments
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master of Finance, Energy Specialization
Tulane University - A.B. Freeman School of Business 2008 — 2012
BSM, Finance
ICADE, Universidad Pontificia Comillas 2010 — 2010
International Finance and International Management
Robert W. Baird & Co. May 2015 - Present
Raymond James July 2012 - May 2013
Burkenroad Reports January 2012 - May 2012
Skills
Thomson One Banker, Bloomberg, Equity Research, Financial Modeling, Cash Flow Forecasting, Valuation, Financial Analysis, Equities, Research, Stata, Investment Banking
Education
Tulane University - A.B. Freeman School of Business 2014 — 2015
Master of Management in Energy
Tulane University 2009 — 2013
BSM, Finance (Energy Specialization)
University School of Milwaukee 2005 — 2009
Postlethwaite & Netterville June 2013 - Present
Burkenroad Reports January 2013 - May 2013
MITCHELL MUND & ASSOCIATES June 2011 - June 2011
Skills
Microsoft Excel, Microsoft Word, Bloomberg Terminal, Microsoft Office, Business Analysis, Valuation, Equity Research, Financial Analysis, Management, Financial Modeling, Access, Accounting, Financial Reporting, Financial Accounting, Data Analysis, Auditing, Finance, PowerPoint, Outlook, Forecasting, Analysis, Corporate Finance, Business Valuation, Spanish
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science, Management; Finance and Legal Studies
Marin Software August 2014 - Present
Marin Software August 2013 - August 2014
Marin Software July 2012 - August 2013
Appcelerator November 2011 - July 2012
Bloomberg June 2008 - July 2011
Bloomberg 2007 - 2008
Burkenroad Reports 2005 - 2006
University of Miami Project to Cure Paralysis 2004 - 2005
Skills
Salesforce.com, Strategy, Cloud Computing, Analytics, Management, SaaS, Mobile Devices, Start-ups, Bloomberg Terminal, Online Advertising, CRM, Financial Markets, Global Strategy, Sales, Market Research, Business Intelligence, Sales Operations, Marketing, Strategic Partnerships, Integrated Marketing, Leadership, Competitive Analysis, E-commerce, Business Development, Lead Generation, Microsoft Office, VBA, International Finance, International Business..., Key Performance..., Product Development, Enterprise Software, Go-to-market Strategy, Cross-functional Team..., Team Leadership, Process Improvement, Solution Selling, Change Management, Professional Services, Sales Enablement, Account Management, Channel Strategy, Consulting, Forecasting, Strategic Planning, Business Analysis, Executive Management, Mergers & Acquisitions, ERP, Management Consulting
Education
Tulane University - A.B. Freeman School of Business
Bachelor of Science in Management, Finance
Tulane University - Paul Tulane School of Science and Engineering
Bachelor of Science, Psychology, Neuroscience
Nomura Securities April 2014 - Present
Nomura Securities July 2012 - March 2014
Nomura Securities June 2011 - August 2011
Burkenroad Reports January 2011 - May 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Financial Analysis, Access, Public Speaking, Accounting, Windows, Outlook, Forecasting
Education
Tulane University 2008 — 2012
BSM, Majors: Finance, Management; Specialization: Energy
Comillas Pontifical University / ICADE 2010 — 2010
Morristown Beard School 2005 — 2008
High School
Alvarez & Marsal Property Investments, LLC September 2015 - Present
Alvarez & Marsal June 2014 - August 2014
Burkenroad Reports July 2014 - July 2014
Blantyre, Relais & Chateaux June 2013 - September 2013
The Sharon Country Club June 2012 - August 2012
The Buckley School, NYC May 2012 - June 2012
Blair Design Associates May 2011 - September 2011
Linden Hill Farm May 2010 - September 2010
Skills
Customer Service, PowerPoint, Social Media, Microsoft Excel, Research, Financial Analysis, Teamwork, Microsoft Office, Microsoft Word, English, Facebook, Windows, Coaching, Team Leadership
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelor of Science in Management, Finance, General
The Lawrenceville School 2008 — 2011
Tulane University
Tulane University
Goldman Sachs May 2015 - Present
AB Freeman School of Business August 2014 - Present
Burkenroad Reports August 2014 - May 2015
Catholic Charities Archdiocese of New Orleans September 2013 - January 2014
The Time Group, WPM Real Estate Group, Madison Capital and Lighthouse Senior Living May 2013 - August 2013
South Moon Under May 2012 - August 2012
Cystic Fibrosis Foundation January 2012 - May 2012
South Moon Under August 2009 - May 2012
South Moon Under May 2011 - August 2011
Skills
Social Media, Facebook, Sales, Social Networking, Event Planning, Management, Property Management, Social Media Marketing, Marketing, Microsoft Excel, Retail, Leases, Microsoft Office, PowerPoint, Microsoft Word
Education
Tulane University - A.B. Freeman School of Business 2012 — 2016
Bachelor of Science in Managmenet, Finance and Legal Studies in Business
HEC Paris 2014 — 2014
International Management
Universidad Pontificia Comillas 2014 — 2014
International Finance
Bryn Mawr School for Girls 1998 — 2012
Grant Thornton LLP September 2014 - Present
Tulane University August 2009 - May 2014
Grant Thornton LLP January 2013 - March 2013
Burkenroad Reports August 2012 - December 2012
Silva Gurtner & Abney, LLC April 2012 - August 2012
Tred Avon Yacht Club June 2008 - August 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, Research, Financial Analysis, Financial Accounting, Auditing, QuickBooks, Budgets, Data Analysis, Financial Modeling, Access, Nonprofits
Education
Tulane University - A.B. Freeman School of Business 2009 — 2014
BSM Finance with Specialization in Energy / Master of Accounting
Ladenburg Thalmann April 2012 - Present
Morgan Keegan October 2008 - September 2011
Broadpoint Capital June 2008 - September 2008
One Restaurant and Lounge December 2007 - May 2008
Burkenroad Reports August 2007 - December 2007
Byblos Mediterranean Cuisine January 2005 - December 2007
Audubon Park Stables September 2006 - April 2007
Skills
Marketing, Microsoft Excel, Investment Banking, Valuation, Strategy, Financial Modeling, Analysis, Customer Service, Microsoft Word, Management, Research, Facebook, PowerPoint
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
M.S., Finance
Tulane University 2003 — 2007
B.S., Finance, Psychology
Morgan Stanley July 2014 - Present
Deutsche Bank July 2011 - July 2014
Burkenroad Reports January 2011 - May 2011
Tulane University August 2010 - May 2011
Pestco, Schwed & Associates August 2010 - December 2010
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
Master of Finance, Energy Specialization
The University of Georgia 2003 — 2007
BBA, Finance
Morris Bart L.L.C. July 2014 - Present
Supreme Court of Mississippi August 2011 - Present
State Bar of California July 2011 - December 2011
Tulane University- A.B. Freeman School of Business January 2010 - May 2011
Freeman School of Business at Tulane University August 2009 - May 2011
Thomson Reuters August 2008 - May 2011
Tulane University Law School August 2007 - May 2011
Tulane University Law School August 2010 - March 2011
Burkenroad Reports August 2010 - December 2010
Tulane Environmental Law Clinic 2009 - 2010
Skills
Research, Environmental, Legal Research, Legal Writing
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
MBA, Finance
Tulane University Law School 2007 — 2011
JD
Millsaps College 2001 — 2005
BA, Philosophy- Religious Studies
Phillips 66 June 2014 - Present
BURKENROAD Reports January 2014 - May 2014
A.B. Freeman School of Business, Tulane University July 2013 - May 2014
A.B. Freeman School of Business, Tulane University August 2011 - May 2014
Enbridge Energy June 2012 - August 2012
A.B. Freeman School of Business, Tulane University August 2011 - August 2012
UBS Financial Services, Inc July 2011 - August 2011
Fossil May 2009 - August 2010
Skills
Energy Management, Microsoft Excel, Access, Budgets, Management, Research, Data Analysis, Program Management, Reuters, Bloomberg, X-Trader, Financial Modeling, Editing, Project Planning, Policy, Sales, PowerPoint, Public Speaking, Microsoft Office, Social Media
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master of Management in Energy, Energy Finance and Trading
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science in Management, Major: Legal Studies in Business, Minors: Architectural Studies and Art History, Cum Laude
Bloomberg LP September 2013 - Present
Bloomberg LP May 2013 - September 2013
Bloomberg November 2010 - May 2013
Bloomberg June 2009 - November 2010
Burkenroad Reports August 2007 - December 2007
Skills
Bloomberg, Bloomberg Terminal, Equities, Financial Analysis, Business Planning, Valuation, Analysis, Leadership, Finance
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
MFIN, Finance
Tulane University - A.B. Freeman School of Business 2004 — 2008
BSM, Finance and Consumer Behavior
Tower Hill School 1996 — 2004
GreenSky® July 2014 - Present
Capital One August 2013 - July 2014
Capital One August 2011 - August 2013
Capital One July 2010 - August 2011
Thermo Telecom & Media Partners June 2009 - December 2009
Tulane Energy Institute May 2008 - December 2009
Tulane Career Center March 2007 - December 2009
Burkenroad Reports 2008 - 2008
Education
Tulane University - A.B. Freeman School of Business
Bachelor's Degree
Citigroup Energy Inc. August 2013 - Present
Citigroup Energy Inc. March 2011 - August 2013
Tulane Energy Institute August 2010 - December 2010
Burkenroad Reports January 2010 - December 2010
Citi Global Commodities June 2010 - August 2010
Johnson Rice & Company January 2010 - May 2010
Chaffe & Associates, Inc. September 2009 - December 2009
Burkenroad Reports August 2009 - December 2009
Scottrade February 2009 - September 2009
Skills
Equity Research, Trading, Commodity Markets, Valuation, Bloomberg, Financial Modeling, Equity Valuation, Equities, Fixed Income, Financial Analysis, Corporate Finance, Portfolio Management, Investments, Economics, Derivatives, Stata, Finance, Data Analysis, Microsoft Excel, VBA
Education
Tulane University - A.B. Freeman School of Business 2007 — 2010
Bachelors of Science, Finance
Althoff Catholic High School 2003 — 2007
St. Clare
Avant Energy June 2010 - Present
Tulane University August 2008 - May 2010
BURKENROAD REPORTS August 2009 - April 2010
The Receivables Exchange May 2009 - April 2010
Wells Fargo Bank February 2007 - June 2008
Wells Fargo October 2005 - February 2007
US Bank October 2004 - October 2005
US Bank May 2003 - September 2004
Skills
Economics, Valuation
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
MBA, Finance, Energy, International Business
St. Olaf College 1999 — 2003
BA, Economics, Finance
REP June 2015 - Present
Perelman School of Medicine at the University of Pennsylvania 2015 - Present
The Avascent Group June 2012 - 2015
Sallie Mae September 2009 - June 2011
Burkenroad Reports January 2009 - May 2009
Skills
Mergers, Valuation, Forecasting, Credit Risk, Financial Modeling, Analysis, Portfolio Management, Data Analysis, Credit, Mergers & Acquisitions, Management, Due Diligence, Financial Analysis, Investments, Management Consulting
Education
Duke University - The Fuqua School of Business 2011 — 2012
Masters of Management Studies, Management
Tulane University 2005 — 2009
Bachelors of Science, Finance, Energy Specialization
Choate Rosemary Hall 2004 — 2005
Diploma
J.P. Morgan May 2014 - Present
Burkenroad Reports January 2014 - May 2014
erodr, inc. May 2013 - February 2014
Skills
Time Management, Leadership, Marketing, Equity Research, Microsoft Office, Risk Management, Community Outreach, iMovie, Bloomberg Terminal
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelors of Science in Management, Finance
Unionville High School 2007 — 2011
Raymond James Financial Inc. July 2014 - Present
Rackspace, the Open Cloud Company June 2013 - August 2013
Burkenroad Reports January 2013 - May 2013
Luther King Capital Management June 2012 - August 2012
Senator Kay Bailey Hutchison - United States Senate June 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Microsoft Word, Financial Analysis, PowerPoint, Equity Research, Corporate Development, Aquisition, Business Strategy, Business Analysis, Startup Development, Cloud Computing, Cloud Computing IaaS, Leadership, Thompson One, Spanish, Bloomberg, Microsoft Office, Research, Finance
Education
Tulane University - A.B. Freeman School of Business 2010 — 2014
BSM, Finance, General
Comillas Pontifical University / ICADE 2012 — 2013
International Finance
Burkenroad Reports August 2015 - Present
Earth Prime Inc. May 2015 - Present
Startup Tulane January 2015 - Present
Bucciarelli's Butcher Shop & Deli 2012 - Present
Newcomb Gallery January 2015 - June 2015
Spacious Thoughts August 2012 - September 2013
Intrax August 2012 - October 2012
Levitan & Associates, Inc. 2010 - 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Public Speaking, International Relations, Politics, Economics, Customer Service, Social Media, Leadership, Management, Event Planning, Social Networking
Education
Tulane University 2011 — 2016
Bachelor's Degree, Economics, 3.678
Tulane University - A.B. Freeman School of Business 2011 — 2016
Bachelor's Degree, Finance, General, 3.52
The Governor's Academy 2007 — 2011
High School
Kappa Kappa Gamma January 2015 - Present
Burkenroad Reports January 2015 - Present
Alzheimer's Association® May 2014 - July 2014
Chicago q Restaurant May 2014 - July 2014
Scott Cowen Service Challenge Greek Committee October 2013 - May 2014
Yvonne's Dance Academy May 2013 - August 2013
Skills
Economics, Financial Modeling, Microsoft Excel, PowerPoint, Financial Analysis, Accounting, Public Finance, Teaching, Finance, Analysis, Management, Research, Finacial Management, Spanish, Economic Research, Microsoft Office, Social Media
Education
Tulane University - A.B. Freeman School of Business 2012 — 2016
Bachelor of Science (BS), Finance
Tulane University 2012 — 2016
Economics
Tulane University 2012 — 2016
Minor, Latin American Studies
National University of Singapore
London School of Economics and Political Science 2013 — 2013
Saint Ignatius College Prep 2008 — 2012
Honors with Distinction Diploma
SPM Enterprises August 2014 - Present
Burkenroad Reports January 2014 - May 2014
Darwin Fenner Student Managed Fund January 2014 - May 2014
Haik and Humble Eye Center June 2012 - August 2012
Skills
Bloomberg Terminal, Bloomberg Equity and..., Microsoft Excel, Hindi, Teamwork, Analysis, Leadership, Public Speaking, Windows, English, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Healthcare, Social Media
Education
Tulane University - A.B. Freeman School of Business 2010 — 2014
Bachelor's Degree, Finance
Tulane University - A.B. Freeman School of Business 2010 — 2014
Bachelor's degree, Finance, General
Springboard Innovation 2012 - 2014
Portland General Electric (POR:NYSE) 2007 - October 2011
U.S. Bank 2006 - 2007
Saber Consulting 2005 - 2006
Burkenroad Reports 2003 - 2004
Levy-Rosenblum Institute 2003 - 2004
Skills
Financial Analysis, Energy, Credit Risk, Financial Modeling, Valuation, Corporate Finance, Analysis, Forecasting, Alternative Energy, Equity Research, Risk Management, Microsoft Excel, Technology, Investments, Business Planning, Strategy, Entrepreneurship
Education
Tulane University - A.B. Freeman School of Business 2002 — 2004
MBA, Finance, Management
University of Alabama in Huntsville
BSE, Mechanical Engineering
Burkenroad Reports January 2010 - May 2010
IW Financial January 2009 - May 2009
Marmo Financial Group April 2008 - August 2008
Skills
Financial Analysis, Excel models, VBA, Financial Modeling, Portfolio Management, Valuation, Bloomberg, Microsoft Office, Investments, Equity Research, Analysis, Bloomberg Terminal, Corporate Finance
Education
Tulane University - A.B. Freeman School of Business 2009 — 2010
East Tennessee State University 2004 — 2009
Bachelor of Business Administration (B.B.A.), Corporate Finance, 3.1
Darwin Fenner Student Managed Fund January 2015 - May 2015
Burkenroad Reports January 2015 - May 2015
Servato Corp 2014 - March 2015
Burkenroad Reports September 2014 - January 2015
The Idea Village October 2013 - March 2014
Comptroller & Auditor General of India (CAG - the Supreme Audit Authority of India) November 2011 - June 2013
International Table Tennis Athlete June 2002 - January 2013
INDIAN RAILWAYS August 2005 - November 2011
Skills
Value Investing, Investments, Management, Risk Management, Leadership, Portfolio Management, Finance, Bloomberg, Teamwork, Internal Audit, Financial Analysis, Market Research, Quantitative Research, Determination, Account Reconciliation, Financial Audits, Business Strategy, Risk Analysis, Strategic Leadership, Strategy, Table Tennis, Valuation, Market Analysis, Consulting, External Audit, Governance, Peer Mentoring, Due Diligence, Analytical Skills, Business Development, Strategic Planning, Multi-cultural team..., Sports, Business Statistics, Managerial Economics, Microsoft Office, Team Building, Data Analysis, Public Procurement, Microsoft Excel, Microsoft Word, Economics, Analysis, Financial Modeling
Education
Tulane University - A.B. Freeman School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
Devi Ahilya Vishvavidyalaya, University of Indore 2006 — 2009
Bachelor of Arts (B.A.), English Literature, Political Science, Sociology
National Public School Indore 2003 — 2005
First Mercantile November 2011 - Present
Duncan-Williams, Inc. April 2011 - November 2011
Darwin Fenner Student Managed Fund January 2010 - May 2010
Burkenroad Reports August 2008 - December 2008
Morgan Keegan June 2007 - August 2007
Lyons Accounting Services September 2005 - January 2006
Education
Tulane University - A.B. Freeman School of Business 2009 — 2010
Master of Finance
Tulane University - A.B. Freeman School of Business 2004 — 2009
Bachelor of Science in Management, Finance & Anthropology
PwC August 2014 - Present
Burkenroad Reports January 2014 - May 2014
Mayo Clinic October 2012 - March 2013
Noble Group June 2012 - August 2012
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master of Management in Energy, Energy Finance
College of Saint Benedict and Saint John's University 2009 — 2013
Bachelor of Arts (BA), Accounting
Fluent, Inc February 2012 - Present
Blue Parallel, Inc. August 2007 - February 2012
SkyOnline, Inc. April 2009 - March 2010
VIVA Transcription Corporation July 2005 - July 2007
FTI Consulting April 2001 - January 2004
PricewaterhouseCoopers September 2000 - April 2001
Burkenroad Reports September 1999 - April 2000
Skills
Financial Modeling, Accounting, Business Strategy, Forecasting, Portuguese, Strategic Planning, Start-ups, Financial Analysis, Excel, Spanish, Microsoft Office, Word, Restructuring, Budgeting, Management Consulting, Operations Management, New Business Development, Business Management, Debt, Budgets, Marketing Strategy, Management, Microsoft Word, Strategic Financial..., Auditing
Education
Tulane University 1996 — 2000
BA, Finance, Accounting
Chaffe & Associates, Inc August 2009 - May 2011
Darwin Fenner Student Managed Fund January 2010 - May 2010
Stiles, Carter & Associates May 2009 - August 2009
Burkenroad Reports January 2009 - May 2009
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
Masters, Accounting
Tulane University 2006 — 2010
BSM, Finance
PwC July 2015 - Present
PwC September 2014 - June 2015
FPL Capital Management May 2013 - May 2014
PwC January 2013 - March 2013
Burkenroad Reports January 2012 - May 2012
Skills
Accounting, Financial Modeling, Microsoft Excel, Financial Accounting, Financial Analysis, Financial Reporting, Finance, Corporate Finance, Access, Business Valuation, US GAAP, Auditing, Capital Markets
Education
Tulane University - A.B. Freeman School of Business 2013 — 2014
Master of Accounting, Accounting
Tulane University 2009 — 2014
Bachelor of Science in Management, Finance, Cum Laude
KPMG October 2014 - Present
KPMG US June 2013 - August 2013
Tulane University August 2010 - May 2013
Burkenroad Reports August 2012 - April 2013
Merrill Lynch June 2012 - August 2012
National Broadcasting Company September 2010 - February 2012
ONIA LLC. 2011 - 2011
Norwalk Pulmonary Consultants, P.C May 2010 - August 2010
Bernstein & Bernstein, CPAs June 2008 - August 2010
Skills
Broadcast, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Public Speaking, Microsoft Word, Research, Social Networking, Facebook, Event Planning
Education
Tulane University - A.B. Freeman School of Business 2009 — 2014
Masters of Accounting, BSM Finance
Charles M. Guthridge and Associates October 2009 - Present
Charles M. Guthridge and Associates October 2009 - Present
The BURKENROAD REPORTS August 2008 - December 2008
Burkenroad Reports August 2008 - December 2008
Norvell Awning Company August 2001 - April 2006
Norvell Awning Company August 2001 - April 2006
Kiawah Island Golf Resort January 1999 - February 2001
Kiawah Island Golf and Tennis Resort February 2000 - January 2001
Education
Tulane University - A.B. Freeman School of Business 2007 — 2009
Master of Business Administration, Finance
Tulane University
Master of Business Administration, Finance; International Business Leadership
Virginia Commonwealth University 1995 — 1999
Bachelor of Arts, English
Virginia Commonwealth University
Bachelor of Arts, English
A.B.FREEMAN SCHOOL OF BUSINESS
EY September 2014 - Present
Entergy June 2013 - January 2014
Ernst & Young January 2013 - April 2013
Entergy May 2011 - December 2012
Burkenroad Reports January 2012 - May 2012
Skills
Financial Modeling, Financial Statement..., Microsoft Excel, Accounting, Auditing, Analysis
Education
Tulane University
Tulane University - A.B. Freeman School of Business 2009 — 2014
Master of Accounting
Tulane University - A.B. Freeman School of Business 2009 — 2014
Bachelor of Science, Finance and Legal Studies in Business
US Trust May 2011 - Present
Burkenroad Reports January 2011 - May 2011
Skills
Portfolio Management, Equity Research, Equities, Valuation, Investments, Capital Markets, Financial Analysis, Finance
Education
Tulane University 2007 — 2011
Bachelor's degree, Finance, General
Deloitte January 2015 - March 2015
Burkenroad Reports August 2014 - December 2014
Tulane University, Housing and Residence Life August 2013 - December 2014
A.B. Freeman School of Business, Media Service May 2013 - September 2014
Driscoll's May 2014 - July 2014
Tulane Undergraduate Student Government March 2013 - May 2014
Tulane University, Housing and Residential Life October 2012 - May 2014
Newcomb College Institute September 2012 - December 2013
Skills
Japanese, Chinese, Microsoft Excel, Program Management, Spanish, Program Development, Research, Community Outreach, Data Analysis, PowerPoint, Microsoft Office, Microsoft Word, Management, Analysis, Public Speaking, Social Media, Event Planning, Leadership, Financial Modeling, Financial Analysis
Education
Tulane University 2012 — 2016
Masters of Accounting, Accounting
Tulane University 2012 — 2016
Bachelor of Science in Management (B.S.M.), Finance and Financial Management Services
Tulane University 2012 — 2016
Bachelor of Arts (B.A.), History
Citi June 2015 - Present
Cohen Brothers Realty May 2014 - August 2014
Barrington February 2014 - May 2014
Burkenroad Reports January 2014 - May 2014
Skills
Microsoft Office, Bloomberg Terminal, Python, Leadership, Microsoft Excel, Customer Service..., Finance, Data Analysis, PowerPoint, Economics, Argus Modeling, Options, Commercial Real Estate..., Customer Service
Education
Tulane University 2011 — 2015
Finance and Management