Burkenroad Reports, Tulane University
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
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Burkenroad Reports, Tulane University Employees
Peoples Health January 2014 - Present
Big Easy Blends March 2013 - January 2014
Burkenroad Reports -Tulane University August 2012 - December 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Customer Service, Financial Modeling, Accounting, Research, Corporate Finance, English, Finance, Data Analysis, Leadership, Valuation, Economics, Time Management, Social Media
Education
University of New Orleans 2014 — 2015
Pre-CPA, Accounting
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science in Management, Finance
J.P. Morgan May 2014 - Present
Darwin Fenner Student Managed Fund - Tulane University January 2014 - May 2014
J.P. Morgan May 2013 - August 2013
Burkenroad Reports - Tulane University August 2012 - December 2012
Raymond James May 2012 - August 2012
Tulane University August 2011 - May 2012
Memphis Pool Co. May 2011 - August 2011
Skills
Microsoft Access and..., Outstanding Customer..., Strong Presentation..., Proficient Writer, Communication Strategy, Some Conversational..., Business Modeling, Financial Accounting, Finance
Education
Tulane University 2010 — 2014
Bachelor of Science in Management, Finance with Energy Specialization, 3.6
Christian Brothers High School 2006 — 2010
High School, General, 4.5 − 4 point scale
Darwin Fenner Student Managed Fund, Tulane University January 2013 - Present
Burkenroad Reports, Tulane University January 2013 - Present
China Merchants Bank June 2011 - September 2011
China Galaxy Securities Co., Ltd June 2010 - September 2010
Skills
Valuation, Quantitative Finance, Financial Modeling, Energy Industry, Accounting, Bloomberg, Matlab, Portfolio Management, Microsoft Excel, Reuters, ThomsonOne, Stata, SPSS, SAS, Eviews, PowerPoint, Economics, Microsoft Word, Trading Strategies, Fundamental Analysis
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master of Finance, Finance - Energy Specialization, 3.76/4.0
Central University of Finance and Economics 2008 — 2012
Bachelor of Economics (Minor: Mathematics), Mathematical Finance and Economics, Cumulative GPA: 3.7/4.0 Major GPA: 3.9/4.0 Minor GPA:3.9/4.0
North Highland July 2015 - Present
UNC Kenan-Flagler 2013 - Present
Bayer HealthCare June 2014 - August 2014
Carat USA March 2012 - June 2013
Carat USA Redefining Media October 2010 - March 2012
Hess Marketing May 2009 - August 2009
Prudential Financial May 2009 - August 2009
Burkenroad Reports, Tulane University August 2008 - December 2008
Amgen May 2007 - August 2007
Skills
Marketing, Social Media, Social Media Marketing, Television, Advertising, Digital Media, PowerPoint, Integrated Marketing, Media Buying, Sales, Media Planning, Online Advertising, Digital Marketing, Brand Management, Marketing Strategy, Radio, Customer Segmentation..., Consumer Products, Cross-functional Team..., Branding & Identity, Microsoft Office, Trade Promotions, Data Analysis, Market Research, Business Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
Tulane University 2005 — 2009
Bachelor of Science (BS), Double-Majored in Marketing and Finance, Double-Minored in Psychology and Spanish
Scott Insurance August 2013 - Present
Darwin Fenner Fund, Tulane University January 2013 - May 2013
Burkenroad Reports, Tulane University January 2013 - May 2013
EOS 3cm Solid Surfaces July 2012 - August 2012
Cupron, Inc. June 2012 - July 2012
St. Christopher's School June 2008 - June 2011
Skills
Project Management, Public Speaking, Research, Teaching, Strategy, Leadership, Management, Investments, Equities, Analysis, Strategic Planning, Valuation, Fundraising, Equity Research, Financial Analysis
Education
Tulane University - A.B. Freeman School of Business 2011 — 2013
M.B.A.
Washington and Lee University 2004 — 2008
BA
Collegiate School 1991 — 2004
Raymond James Financial Inc. July 2014 - Present
EY August 2013 - July 2014
Ernst & Young January 2012 - March 2012
Burkenroad Reports, Tulane University August 2011 - December 2011
Bank of Texas May 2011 - August 2011
Skills
Finance, Valuation, Insurance, Forensic Accounting, Investment Banking, Due Diligence, Financial Accounting
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master of Accounting
Universidad Pontificia Comillas 2011 — 2011
Abroad Program, Capital Markets and Spanish
Tulane University 2008 — 2012
Bachelor of Science in Management, Legal Studies in Buisness
FlameStower, Inc. November 2013 - Present
Chutian Group Inc. September 2013 - November 2013
Burkenroad Reports, Tulane University January 2013 - May 2013
Darwin Fenner Student Managed Fund, Tulane University January 2013 - May 2013
Mizuho Corporate Bank (China) Ltd. November 2011 - March 2012
Bayer CropScience Company Ltd. August 2011 - October 2011
Construction Bank of China July 2010 - September 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Research, English, Accounting, Financial Analysis, Bloomberg, X-Trader, Thomson One Banker, Eikon, Equity Research Analysis
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master of finance, Energy Specialization, Finance
Wuhan University 2008 — 2012
Bachelor's degree, Finance
Bloomberg September 2011 - Present
Bloomberg August 2010 - September 2011
Burkenroad Reports, Tulane University August 2008 - May 2010
Burkenroad Reports, Tulane University January 2008 - May 2008
Morgan Stanley Investment Management May 2007 - August 2007
Skills
Bloomberg, Energy Markets, Commodity Markets, Foreign Exchange, Financial Modeling, Commodity, Valuation, Derivatives, Equity Research, Equities, Investment Banking, Emerging Markets, Economics, Analysis, Bloomberg Terminal, Financial Markets, Strategy, Fixed Income, Trading, Equity Valuation, Options, Capital Markets, Portfolio Management, Investments, Alternative Investments
Education
Tulane University 2009 — 2010
M. Fin, Finance & Energy
Tulane University 2005 — 2009
BSM, Finance
TicketLeap May 2015 - Present
INS Consultants November 2014 - April 2015
Montana Conservation Corps March 2014 - August 2014
William E. Tierney, Healthcare Financial Consultant May 2012 - February 2014
Bike & Build January 2013 - August 2013
Burkenroad Reports, Tulane Unviersity May 2012 - May 2013
Burkenroad Reports, Tulane University January 2012 - May 2012
Skills
Leadership, Community Outreach, Team Building, Fundraising, Youth Development, Nonprofits, Recruiting, Leadership Development, Accounting, Financial Modeling, Financial Statement..., Data Analysis, Volunteer Management, Microsoft Office, Public Speaking, Editing, Research, Team Leadership
Education
Tulane University 2012 — 2013
Master of Accountancy
Tulane University 2008 — 2013
Bachelor of Science in Management, Finance
ESPN June 2014 - Present
TouchTunes Interactive Networks July 2013 - May 2014
TouchTunes Interactive Networks December 2012 - July 2013
Touchtunes August 2012 - December 2012
Burkenroad Reports, Tulane University January 2011 - May 2011
Tulane University Athletic Department August 2007 - May 2011
Morgan Stanley Smith Barney August 2009 - December 2009
Skills
Financial Modeling, Data Analysis, Product Management, Mobile Applications, Product Development, iOS development, Android Development, Product Design, Mobile Design, PowerPoint, Videography, Research, Microsoft Excel, Project Management, Interactive Advertising, Product Marketing, Mobile Marketing, Mobile Advertising, Problem Solving, Database Management, OmniGraffle, OmniPlan, Photoshop, JIRA, Salesforce.com, Business Development, Social Networking, Advertising
Education
Tulane University - A.B. Freeman School of Business 2007 — 2011
Bachelor of Science in Management, Finance and Legal Studies
INSEEC 2010 — 2010
HDH Advisors, LLC January 2015 - Present
Grant Thornton LLP December 2012 - January 2015
Highland Capital Management, LLC October 2012 - January 2013
Burkenroad Reports- Tulane University January 2012 - May 2012
Highland Capital Management, LLC December 2011 - January 2012
U.S. Department of Labor May 2007 - August 2007
Skills
Financial Analysis, Analysis, Research, Data Analysis, Financial Reporting, Valuation, Business Valuation, Financial Modeling, Accounting, Economics, Equity Research, Microsoft Office, Microsoft Excel, Finance
Education
Tulane University - A.B. Freeman School of Business 2011 — 2012
Master of Finance, Finance and Energy Specialization
University of Mississippi 2010 — 2011
Bachelor of Business Administration (B.B.A.), Economics and Finance
The University of Georgia