BYU Global Financial Advisors
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BYU Global Financial Advisors Employees
Employee
Years
Job
Industry
Danny Rabanales Danny Rabanales's BYU Global Financial Advisors Experience April 2015 - June 2015
Job Financial Analyst at Bank of America Merrill Lynch
Industry
Experience
Bank of America Merrill Lynch September 2015 - Present
Brigham Young University August 2013 - Present
BYU Global Financial Advisors April 2015 - June 2015
Zions Bank January 2015 - April 2015
Converus September 2014 - December 2014
Brigham Young University January 2014 - April 2014
Microenterprise Education January 2014 - April 2014
Skills
Leadership, Motivated self-starter, Personal Development, Nonprofits, Humanitarian Assistance, Fundraising, Program Development, Financial Analysis, Financial Modeling, Customer Service, Public Speaking, Business Performance..., Social Entrepreneurship, Social Innovation, Microfinance, Pitching Ideas, Start-up Ventures, Microsoft Excel, Microsoft Word, Data Analysis, Microsoft Office, Social Media, Strategic Planning, Research
Education
Brigham Young University 2013 — 2017
The Waterford School 2009 — 2010
Bank of America Merrill Lynch September 2015 - Present
Brigham Young University August 2013 - Present
BYU Global Financial Advisors April 2015 - June 2015
Zions Bank January 2015 - April 2015
Converus September 2014 - December 2014
Brigham Young University January 2014 - April 2014
Microenterprise Education January 2014 - April 2014
Skills
Leadership, Motivated self-starter, Personal Development, Nonprofits, Humanitarian Assistance, Fundraising, Program Development, Financial Analysis, Financial Modeling, Customer Service, Public Speaking, Business Performance..., Social Entrepreneurship, Social Innovation, Microfinance, Pitching Ideas, Start-up Ventures, Microsoft Excel, Microsoft Word, Data Analysis, Microsoft Office, Social Media, Strategic Planning, Research
Education
Brigham Young University 2013 — 2017
The Waterford School 2009 — 2010
Katalin Bolliger Katalin Bolliger's BYU Global Financial Advisors Experience January 2013 - June 2014
Job Commercial Banking Credit Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
BYU Global Financial Advisors January 2013 - June 2014
Goldman Sachs May 2013 - August 2013
BYU Office of Information Technology March 2012 - June 2013
Beneficial Financial Group August 2012 - December 2012
Brigham Young University January 2008 - December 2009
Skills
Microsoft Excel, Research, PowerPoint, Data Analysis, Microsoft Office, Public Speaking, Critical Thinking, VBA, Financial Modeling, Economics, Bloomberg Terminal
Education
Brigham Young University 2007 — 2013
Bachelor of Science, Finance
JPMorgan Chase June 2014 - Present
BYU Global Financial Advisors January 2013 - June 2014
Goldman Sachs May 2013 - August 2013
BYU Office of Information Technology March 2012 - June 2013
Beneficial Financial Group August 2012 - December 2012
Brigham Young University January 2008 - December 2009
Skills
Microsoft Excel, Research, PowerPoint, Data Analysis, Microsoft Office, Public Speaking, Critical Thinking, VBA, Financial Modeling, Economics, Bloomberg Terminal
Education
Brigham Young University 2007 — 2013
Bachelor of Science, Finance
Nelson Catala Nelson Catala's BYU Global Financial Advisors Experience January 2015 - Present
Job Brigham Young University
Industry Financial Services
Experience
BYU Global Financial Advisors January 2015 - Present
Wells Fargo May 2013 - Present
HSBC Global Banking and Markets June 2015 - August 2015
Beneficial Financial Group September 2014 - December 2014
Credit Suisse May 2014 - May 2014
The Church of Jesus Christ of Latter-day Saints - Human Resources March 2011 - May 2013
Skills
Customer Service, Microsoft Office, Team Leadership, Customer Satisfaction, Sales, Spanish, Public Speaking, Outstanding Customer..., Project Management, Team Building, Account Management, Training, Marketing, Marketing Strategy, Accounting, Marketing Communications, Business Strategy, Time Management, Teamwork, Data Analysis, Financial Analysis, Sales Management, Banking, Social Networking, Finance, Financial Services, Financial Accounting, Asset Management, Credit, Risk Management, Investments, Retail Banking, Portfolio Management, Microsoft Excel
Education
Brigham Young University 2014 — 2016
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.8
Latter-day Saints Business College 2011 — 2012
Associates Degree, Business Management
Ing. Luis A. Huergo 2002 — 2007
Titulo Terciario, Tecnicatura Quimica
BYU Global Financial Advisors January 2015 - Present
Wells Fargo May 2013 - Present
HSBC Global Banking and Markets June 2015 - August 2015
Beneficial Financial Group September 2014 - December 2014
Credit Suisse May 2014 - May 2014
The Church of Jesus Christ of Latter-day Saints - Human Resources March 2011 - May 2013
Skills
Customer Service, Microsoft Office, Team Leadership, Customer Satisfaction, Sales, Spanish, Public Speaking, Outstanding Customer..., Project Management, Team Building, Account Management, Training, Marketing, Marketing Strategy, Accounting, Marketing Communications, Business Strategy, Time Management, Teamwork, Data Analysis, Financial Analysis, Sales Management, Banking, Social Networking, Finance, Financial Services, Financial Accounting, Asset Management, Credit, Risk Management, Investments, Retail Banking, Portfolio Management, Microsoft Excel
Education
Brigham Young University 2014 — 2016
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.8
Latter-day Saints Business College 2011 — 2012
Associates Degree, Business Management
Ing. Luis A. Huergo 2002 — 2007
Titulo Terciario, Tecnicatura Quimica
Christian Staples's BYU Global Financial Advisors Experience April 2014 - May 2014
Job Investment Banking Summer Analyst at Jefferies
Industry Investment Banking
Experience
Jefferies May 2015 - Present
Merrill Financial Associates September 2014 - Present
Nagano Hedge Fund September 2014 - December 2014
BYU Global Financial Advisors April 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Investments, Leadership, Teaching, Valuation, Management, Public Speaking, Financial Analysis, Financial Modeling, Equities, Marketing, Analysis, Bloomberg, Portfolio Management, Investment Banking, Data Analysis
Education
Brigham Young University 2010 — 2016
Bachelor’s Degree, Chinese Major, Global Business & Literacy Minor, 3.99
Princeton University 2014 — 2014
Princeton in Beijing, Chinese Language, Literature, and Culture, 4.00
Jefferies May 2015 - Present
Merrill Financial Associates September 2014 - Present
Nagano Hedge Fund September 2014 - December 2014
BYU Global Financial Advisors April 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Investments, Leadership, Teaching, Valuation, Management, Public Speaking, Financial Analysis, Financial Modeling, Equities, Marketing, Analysis, Bloomberg, Portfolio Management, Investment Banking, Data Analysis
Education
Brigham Young University 2010 — 2016
Bachelor’s Degree, Chinese Major, Global Business & Literacy Minor, 3.99
Princeton University 2014 — 2014
Princeton in Beijing, Chinese Language, Literature, and Culture, 4.00
Chad N. Bell Chad N. Bell's BYU Global Financial Advisors Experience January 2015 - Present
Job Credit Research Summer Analyst at NISA Investment Advisors, L.L.C.
Industry Financial Services
Experience
Brigham Young University August 2015 - Present
BYU Global Financial Advisors January 2015 - Present
NISA Investment Advisors, L.L.C. May 2015 - August 2015
Atlantic Trust Private Wealth Management September 2014 - January 2015
Vivint May 2014 - September 2014
Cisco January 2014 - May 2014
Brigham Young University, Marriott School of Management August 2013 - April 2014
American HealthCare Lending August 2013 - January 2014
Brigham Young University September 2010 - December 2010
National Youth Leadership Training May 2008 - August 2010
Skills
Leadership, Microsoft Excel, Financial Analysis, Time Management, Public Speaking, Microsoft Office, Interpersonal..., Equity Research, Fixed Income, Credit Analysis, Customer Service, Analysis, Teamwork, Forecasting, Team Building, Bond Markets, Financial Modeling, PowerPoint, Microsoft Word, Data Analysis, Critical Thinking, Finance, Financial Services, Corporate Finance, Data Entry, Access, Balance Sheet, Accounting, Visio, Problem Solving, Strategic Financial..., VBA, Market Research, Budgets, Income Statement, Training, Management, Research
Education
Brigham Young University 2011 — 2016
Bachelor of Science in Finance, Accounting and Finance
Timberline High School 2007 — 2010
High School Diploma, High School/Secondary Diplomas and Certificates, 3.85 G.P.A.
Brigham Young University August 2015 - Present
BYU Global Financial Advisors January 2015 - Present
NISA Investment Advisors, L.L.C. May 2015 - August 2015
Atlantic Trust Private Wealth Management September 2014 - January 2015
Vivint May 2014 - September 2014
Cisco January 2014 - May 2014
Brigham Young University, Marriott School of Management August 2013 - April 2014
American HealthCare Lending August 2013 - January 2014
Brigham Young University September 2010 - December 2010
National Youth Leadership Training May 2008 - August 2010
Skills
Leadership, Microsoft Excel, Financial Analysis, Time Management, Public Speaking, Microsoft Office, Interpersonal..., Equity Research, Fixed Income, Credit Analysis, Customer Service, Analysis, Teamwork, Forecasting, Team Building, Bond Markets, Financial Modeling, PowerPoint, Microsoft Word, Data Analysis, Critical Thinking, Finance, Financial Services, Corporate Finance, Data Entry, Access, Balance Sheet, Accounting, Visio, Problem Solving, Strategic Financial..., VBA, Market Research, Budgets, Income Statement, Training, Management, Research
Education
Brigham Young University 2011 — 2016
Bachelor of Science in Finance, Accounting and Finance
Timberline High School 2007 — 2010
High School Diploma, High School/Secondary Diplomas and Certificates, 3.85 G.P.A.
Daniel Schuetz's BYU Global Financial Advisors Experience December 2013 - January 2015
Job Financial Analyst at Adobe
Industry Higher Education
Experience
Adobe August 2015 - Present
Brigham Young University- Marriott School September 2013 - April 2015
BYU Global Financial Advisors December 2013 - January 2015
Cederian Investments, LLC June 2014 - August 2014
Texaco (Station 58) June 2013 - August 2013
Brigham Young University December 2012 - May 2013
Brigham Young University June 2012 - December 2012
The Church of Jesus Christ of Latter-day Saints March 2010 - December 2011
Sparks Realty & Investment Inc. July 2009 - March 2010
Parman Law Group June 2009 - August 2009
Skills
Public Speaking, Microsoft Excel, Project Management, Training, Management, Teaching, PowerPoint, Microsoft Word, Microsoft Office, Research, Leadership, Customer Service, Financial Analysis, Editing, Strategic Planning, Budgets, Team Building, English, Analysis, Time Management, Entrepreneurship, Finance, Investments, VBA, Data Analysis, Access, Teamwork, German
Education
Harvard Business School 2013 — 2015
Professional online courses offered by Harvard through strategic partnerships
Brigham Young University 2008 — 2015
Bachelor's degree, Finance and Financial Management Services
Woodbridge High School
Adobe August 2015 - Present
Brigham Young University- Marriott School September 2013 - April 2015
BYU Global Financial Advisors December 2013 - January 2015
Cederian Investments, LLC June 2014 - August 2014
Texaco (Station 58) June 2013 - August 2013
Brigham Young University December 2012 - May 2013
Brigham Young University June 2012 - December 2012
The Church of Jesus Christ of Latter-day Saints March 2010 - December 2011
Sparks Realty & Investment Inc. July 2009 - March 2010
Parman Law Group June 2009 - August 2009
Skills
Public Speaking, Microsoft Excel, Project Management, Training, Management, Teaching, PowerPoint, Microsoft Word, Microsoft Office, Research, Leadership, Customer Service, Financial Analysis, Editing, Strategic Planning, Budgets, Team Building, English, Analysis, Time Management, Entrepreneurship, Finance, Investments, VBA, Data Analysis, Access, Teamwork, German
Education
Harvard Business School 2013 — 2015
Professional online courses offered by Harvard through strategic partnerships
Brigham Young University 2008 — 2015
Bachelor's degree, Finance and Financial Management Services
Woodbridge High School
Conner Whipple Conner Whipple's BYU Global Financial Advisors Experience January 2014 - April 2014
Job Research Analyst at Grandeur Peak Global Advisors, LLC
Industry Investment Management
Experience
Grandeur Peak Global Advisors, LLC May 2012 - Present
BYU Global Financial Advisors January 2014 - April 2014
BYU Global Financial Advisors January 2013 - December 2013
UFC GYM May 2011 - August 2011
Aegis Living April 2008 - August 2008
Skills
Microsoft Excel, Financial Modeling, Investments, Organization, Bloomberg, Accounting, Accountability, Interpersonal Skill, Korean, Microsoft Office, Access, Forecasting, Portfolio Management, Valuation, Financial Analysis, Analysis, Equity Research, Economics, Data Analysis
Education
Brigham Young University 2007 — 2014
Bachelor of Science (B.S.), Finance, Minor: Korean
Alhambra High School
Grandeur Peak Global Advisors, LLC May 2012 - Present
BYU Global Financial Advisors January 2014 - April 2014
BYU Global Financial Advisors January 2013 - December 2013
UFC GYM May 2011 - August 2011
Aegis Living April 2008 - August 2008
Skills
Microsoft Excel, Financial Modeling, Investments, Organization, Bloomberg, Accounting, Accountability, Interpersonal Skill, Korean, Microsoft Office, Access, Forecasting, Portfolio Management, Valuation, Financial Analysis, Analysis, Equity Research, Economics, Data Analysis
Education
Brigham Young University 2007 — 2014
Bachelor of Science (B.S.), Finance, Minor: Korean
Alhambra High School
Amairany Guerrero Amairany Guerrero's BYU Global Financial Advisors Experience January 2012 - April 2013
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2014 - Present
J.P. Morgan May 2013 - August 2013
BYU Global Financial Advisors January 2012 - April 2013
Element Financial Group June 2012 - March 2013
Ronald McDonald House January 2011 - April 2011
Service Teaching Project June 2009 - July 2009
Skills
Basic programming (BVA), Microsoft Office, Bloomberg, Spanish, English and..., Financial Modeling, Social Media, Valuation, Analysis, Investments
Education
Brigham Young University 2011 — 2013
Finance
LDS Business College 2009 — 2011
Business Associates
CEBA
J.P. Morgan March 2014 - Present
J.P. Morgan May 2013 - August 2013
BYU Global Financial Advisors January 2012 - April 2013
Element Financial Group June 2012 - March 2013
Ronald McDonald House January 2011 - April 2011
Service Teaching Project June 2009 - July 2009
Skills
Basic programming (BVA), Microsoft Office, Bloomberg, Spanish, English and..., Financial Modeling, Social Media, Valuation, Analysis, Investments
Education
Brigham Young University 2011 — 2013
Finance
LDS Business College 2009 — 2011
Business Associates
CEBA
June Cha June Cha's BYU Global Financial Advisors Experience January 2015 - Present
Job Equity Analyst at BYU Global Financial Advisors
Industry Investment Management
Experience
BYU Global Financial Advisors January 2015 - Present
Klickn January 2015 - April 2015
Beneficial Financial Group September 2014 - 2014
Republic of Korea Army December 2009 - October 2011
Department of Defence on Nuclear, Biological, and Chemical Terrorism April 2010 - August 2011
K-water Water Resources Cooperation July 2009 - August 2009
Skills
Finance, Credit Reports, Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, Financial Analysis, Data Analysis, Team Building, Strategic Planning, Financial Modeling
Education
Brigham Young University 2012 — 2016
Finance, Bachelor of Science (BS)
BYU Global Financial Advisors January 2015 - Present
Klickn January 2015 - April 2015
Beneficial Financial Group September 2014 - 2014
Republic of Korea Army December 2009 - October 2011
Department of Defence on Nuclear, Biological, and Chemical Terrorism April 2010 - August 2011
K-water Water Resources Cooperation July 2009 - August 2009
Skills
Finance, Credit Reports, Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, Financial Analysis, Data Analysis, Team Building, Strategic Planning, Financial Modeling
Education
Brigham Young University 2012 — 2016
Finance, Bachelor of Science (BS)
Jake Hart's BYU Global Financial Advisors Experience January 2015 - April 2015
Job Junior Analyst, Financial Planning & Analysis at Vivint
Industry Financial Services
Experience
Independent Contractor - Spreadsheet Analysis December 2014 - Present
Vivint June 2014 - June 2015
BYU Global Financial Advisors January 2015 - April 2015
BYU Business Strategy Club April 2014 - April 2015
ChatAds January 2014 - May 2014
Course Hero, Inc. January 2014 - April 2014
NuQuo Group September 2013 - December 2013
Skills
Microsoft Office, Customer Service, Microsoft Word, English, Leadership, Research, Teamwork, Microsoft Excel, PowerPoint, Team Leadership, Data Analysis, Management Consulting, Public Speaking, Project Management, Business Strategy, Financial Analysis, Leadership Development, Analysis, Market Research, Program Management, Management, Strategy, Organizational..., Training
Education
Brigham Young University - Marriott School of Management 2009 — 2015
Bachelor of Science (BS), Finance
Independent Contractor - Spreadsheet Analysis December 2014 - Present
Vivint June 2014 - June 2015
BYU Global Financial Advisors January 2015 - April 2015
BYU Business Strategy Club April 2014 - April 2015
ChatAds January 2014 - May 2014
Course Hero, Inc. January 2014 - April 2014
NuQuo Group September 2013 - December 2013
Skills
Microsoft Office, Customer Service, Microsoft Word, English, Leadership, Research, Teamwork, Microsoft Excel, PowerPoint, Team Leadership, Data Analysis, Management Consulting, Public Speaking, Project Management, Business Strategy, Financial Analysis, Leadership Development, Analysis, Market Research, Program Management, Management, Strategy, Organizational..., Training
Education
Brigham Young University - Marriott School of Management 2009 — 2015
Bachelor of Science (BS), Finance
Ema Dishnica Ema Dishnica's BYU Global Financial Advisors Experience January 2013 - April 2013
Job Creator and Writer at Elle sera Belle and Founder at Buntastic Band
Industry Financial Services
Experience
Elle sera Belle January 2014 - Present
Buntastic Band March 2013 - Present
Brigham Young University May 2012 - June 2014
Goldman Sachs May 2013 - August 2013
BYU Global Financial Advisors January 2013 - April 2013
University Impact Fund September 2012 - December 2012
MyMiracleTea January 2012 - April 2012
The Church of Jesus Christ of Latter April 2009 - September 2010
Gotel Telemarketing Ltd October 2008 - March 2009
City Hall July 2008 - September 2008
Skills
Financial Analysis, Accounting, Corporate Finance, Financial Accounting, Microsoft Excel, Strategic Planning, PowerPoint, Finance, Economics, Microsoft Office, Investments, Management, Market Research, Entrepreneurship, Analysis
Education
Brigham Young University 2012 — 2014
Bachelor of Science, Finance
Elle sera Belle January 2014 - Present
Buntastic Band March 2013 - Present
Brigham Young University May 2012 - June 2014
Goldman Sachs May 2013 - August 2013
BYU Global Financial Advisors January 2013 - April 2013
University Impact Fund September 2012 - December 2012
MyMiracleTea January 2012 - April 2012
The Church of Jesus Christ of Latter April 2009 - September 2010
Gotel Telemarketing Ltd October 2008 - March 2009
City Hall July 2008 - September 2008
Skills
Financial Analysis, Accounting, Corporate Finance, Financial Accounting, Microsoft Excel, Strategic Planning, PowerPoint, Finance, Economics, Microsoft Office, Investments, Management, Market Research, Entrepreneurship, Analysis
Education
Brigham Young University 2012 — 2014
Bachelor of Science, Finance
Preston Bagley's BYU Global Financial Advisors Experience January 2014 - April 2014
Job Financial Analyst Coop at Biosense Webster, Johnson & Johnson
Industry Accounting
Experience
Biosense Webster, Johnson & Johnson May 2014 - December 2014
Brigham Young University: College of Family, Home and Social Sciences June 2013 - May 2014
BYU Global Financial Advisors January 2014 - April 2014
RSF Social Finance June 2013 - August 2013
ZeroRez Carpet and Living Surfaces Care January 2011 - March 2011
Skills
PowerPoint, Business Development, Microsoft Excel, Customer Service, Sales, Microsoft Word, Public Speaking, Microsoft Office, Marketing, Marketing Strategy, Sales Management, Teamwork, Strategic Planning, Data Analysis, Leadership, Facebook, Social Media, Event Planning, Analysis, Team Leadership, Finance, Financial Analysis, Accounting
Education
Brigham Young University 2011 — 2015
Bachelor of Science (BS), Finance
Korea Seoul West Mission
Korea Seoul West Mission
McKinney Boyd
Biosense Webster, Johnson & Johnson May 2014 - December 2014
Brigham Young University: College of Family, Home and Social Sciences June 2013 - May 2014
BYU Global Financial Advisors January 2014 - April 2014
RSF Social Finance June 2013 - August 2013
ZeroRez Carpet and Living Surfaces Care January 2011 - March 2011
Skills
PowerPoint, Business Development, Microsoft Excel, Customer Service, Sales, Microsoft Word, Public Speaking, Microsoft Office, Marketing, Marketing Strategy, Sales Management, Teamwork, Strategic Planning, Data Analysis, Leadership, Facebook, Social Media, Event Planning, Analysis, Team Leadership, Finance, Financial Analysis, Accounting
Education
Brigham Young University 2011 — 2015
Bachelor of Science (BS), Finance
Korea Seoul West Mission
Korea Seoul West Mission
McKinney Boyd
Chris Norwood Chris Norwood's BYU Global Financial Advisors Experience January 2015 - April 2015
Job Investment Banking Summer Analyst at UBS Securities
Industry Investment Banking
Experience
UBS Investment Bank June 2015 - August 2015
BYU Global Financial Advisors January 2015 - April 2015
Peak Capital Partners August 2014 - December 2014
Orchard Securities May 2014 - August 2014
Urbana Custom Clothier January 2014 - May 2014
Church of Jesus Christ of Latter-Day Saints January 2011 - January 2013
Norwood Contracting March 2009 - January 2011
Education
Brigham Young University 2014 — 2016
Finance, Investment Banking, 3.70 GPA
Highland High School 2005 — 2009
High School Diploma
UBS Investment Bank June 2015 - August 2015
BYU Global Financial Advisors January 2015 - April 2015
Peak Capital Partners August 2014 - December 2014
Orchard Securities May 2014 - August 2014
Urbana Custom Clothier January 2014 - May 2014
Church of Jesus Christ of Latter-Day Saints January 2011 - January 2013
Norwood Contracting March 2009 - January 2011
Education
Brigham Young University 2014 — 2016
Finance, Investment Banking, 3.70 GPA
Highland High School 2005 — 2009
High School Diploma
Spencer Hatfield Spencer Hatfield's BYU Global Financial Advisors Experience January 2014 - December 2014
Job Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps January 2015 - Present
BYU Global Financial Advisors January 2014 - December 2014
BYU Global Financial Advisors January 2013 - December 2014
Goldman Sachs May 2014 - August 2014
Wells Fargo July 2013 - April 2014
OakBridge Asset Management, LLC October 2012 - January 2013
Brigham Young University November 2011 - January 2013
Days Market July 2011 - November 2011
The Church of Jesus Christ of Latter-day Saints January 2009 - April 2011
Rawson Development July 2008 - August 2008
Skills
People Skills, Teaching, Teacher Training, Language Teaching, Teaching English as a..., Korean, Valuation, Bloomberg, Financial Modeling, Analysis, Portfolio Management, Investments, Bloomberg Terminal, Forecasting, Economics, Data Analysis, Financial Analysis, Equity Research, Business Valuation, Management, Training, Financial Accounting, Finance
Education
Brigham Young University 2008 — 2014
Bachelor of Science, Finance
Duff & Phelps January 2015 - Present
BYU Global Financial Advisors January 2014 - December 2014
BYU Global Financial Advisors January 2013 - December 2014
Goldman Sachs May 2014 - August 2014
Wells Fargo July 2013 - April 2014
OakBridge Asset Management, LLC October 2012 - January 2013
Brigham Young University November 2011 - January 2013
Days Market July 2011 - November 2011
The Church of Jesus Christ of Latter-day Saints January 2009 - April 2011
Rawson Development July 2008 - August 2008
Skills
People Skills, Teaching, Teacher Training, Language Teaching, Teaching English as a..., Korean, Valuation, Bloomberg, Financial Modeling, Analysis, Portfolio Management, Investments, Bloomberg Terminal, Forecasting, Economics, Data Analysis, Financial Analysis, Equity Research, Business Valuation, Management, Training, Financial Accounting, Finance
Education
Brigham Young University 2008 — 2014
Bachelor of Science, Finance
Curt Payne's BYU Global Financial Advisors Experience April 2015 - June 2015
Job International Equities Analyst Intern
Industry Investment Management
Experience
Boutique Boston Mutual Fund September 2015 - Present
BYU Global Financial Advisors April 2015 - June 2015
Sudbury Capital Management January 2015 - April 2015
Peak Capital Partners September 2014 - April 2015
Fresh Start April 2014 - December 2014
Revive Homes July 2014 - September 2014
Skills
Real Estate, Property Management, Real Estate Transactions, Investment Properties, Real Estate Development, Leases, Commercial Real Estate, Sellers, Marketing, Short Sales, Real Estate Economics, Investments, Foreclosures, Negotiation, Residential Homes, Investors, Relocation, First Time Home Buyers, REO, Entrepreneurship
Education
Brigham Young University 2008 — 2016
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies, Senior
Boutique Boston Mutual Fund September 2015 - Present
BYU Global Financial Advisors April 2015 - June 2015
Sudbury Capital Management January 2015 - April 2015
Peak Capital Partners September 2014 - April 2015
Fresh Start April 2014 - December 2014
Revive Homes July 2014 - September 2014
Skills
Real Estate, Property Management, Real Estate Transactions, Investment Properties, Real Estate Development, Leases, Commercial Real Estate, Sellers, Marketing, Short Sales, Real Estate Economics, Investments, Foreclosures, Negotiation, Residential Homes, Investors, Relocation, First Time Home Buyers, REO, Entrepreneurship
Education
Brigham Young University 2008 — 2016
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies, Senior
Dallin Hyer's BYU Global Financial Advisors Experience January 2013 - January 2014
Job Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2015 - Present
Credit Suisse, Financial Sponsors Group June 2014 - August 2014
BYU Global Financial Advisors January 2013 - January 2014
Credit Suisse June 2013 - August 2013
Harvard Medical School May 2013 - June 2013
Linsalata Capital Partners September 2012 - December 2012
Capital One October 2012 - November 2012
The Church of Jesus Christ of Latter-day Saints December 2008 - December 2010
Skills
Microsoft Office, Excel, Word, Russian, Magicians, Microsoft Word, Microsoft Excel, Strategic Financial..., Loans, Financial Analysis, Leadership, Sales Management, English, Options, Account Management, Fashion, Driving Efficiency, Bloomberg, Accounting, Bloomberg Terminal, Economics, Corporate Finance, Investments, Valuation, Equity Research, Series 63, Data Analysis, Business Valuation, Flag Football, Public Speaking
Education
Brigham Young University 2008 — 2015
BS, Finance and Russian
Credit Suisse July 2015 - Present
Credit Suisse, Financial Sponsors Group June 2014 - August 2014
BYU Global Financial Advisors January 2013 - January 2014
Credit Suisse June 2013 - August 2013
Harvard Medical School May 2013 - June 2013
Linsalata Capital Partners September 2012 - December 2012
Capital One October 2012 - November 2012
The Church of Jesus Christ of Latter-day Saints December 2008 - December 2010
Skills
Microsoft Office, Excel, Word, Russian, Magicians, Microsoft Word, Microsoft Excel, Strategic Financial..., Loans, Financial Analysis, Leadership, Sales Management, English, Options, Account Management, Fashion, Driving Efficiency, Bloomberg, Accounting, Bloomberg Terminal, Economics, Corporate Finance, Investments, Valuation, Equity Research, Series 63, Data Analysis, Business Valuation, Flag Football, Public Speaking
Education
Brigham Young University 2008 — 2015
BS, Finance and Russian
Dalton Bennett Dalton Bennett's BYU Global Financial Advisors Experience January 2014 - April 2014
Job Financial Management Specialist at United States Department of Defense
Industry Military
Experience
United States Department of Defense May 2015 - Present
Great Western Insurance Company May 2014 - August 2014
Security Service Federal Credit Union June 2012 - May 2014
BYU Global Financial Advisors January 2014 - April 2014
Atlantic Trust August 2013 - December 2013
Skills
Consumer Lending, Loans, Banking, Credit, Credit Analysis, Financial Services, Cross Selling, Customer Service, Microsoft Excel, VBA, ALM, Financial Modeling, Equity Research, Company Valuation
Education
Brigham Young University 2012 — 2015
Bachelor of Science (BS), Finance
United States Department of Defense May 2015 - Present
Great Western Insurance Company May 2014 - August 2014
Security Service Federal Credit Union June 2012 - May 2014
BYU Global Financial Advisors January 2014 - April 2014
Atlantic Trust August 2013 - December 2013
Skills
Consumer Lending, Loans, Banking, Credit, Credit Analysis, Financial Services, Cross Selling, Customer Service, Microsoft Excel, VBA, ALM, Financial Modeling, Equity Research, Company Valuation
Education
Brigham Young University 2012 — 2015
Bachelor of Science (BS), Finance
Jason Millar Jason Millar's BYU Global Financial Advisors Experience September 2009 - April 2010
Job Sr. Investment Associate Team Leader
Industry Financial Services
Experience
Cambridge Associates January 2011 - Present
Alta Mesa Resources May 2010 - August 2010
BYU Global Financial Advisors September 2009 - April 2010
Skills
Valuation, Financial Analysis, Alternative Investments, Asset Allocation, Financial Modeling
Education
Brigham Young University 2004 — 2010
Bachelor of Science, Business Management
Cambridge Associates January 2011 - Present
Alta Mesa Resources May 2010 - August 2010
BYU Global Financial Advisors September 2009 - April 2010
Skills
Valuation, Financial Analysis, Alternative Investments, Asset Allocation, Financial Modeling
Education
Brigham Young University 2004 — 2010
Bachelor of Science, Business Management
Aaron Ranger Aaron Ranger's BYU Global Financial Advisors Experience January 2014 - April 2015
Job Associate at Vivint Solar
Industry Capital Markets
Experience
Vivint Solar February 2015 - Present
BYU Global Financial Advisors January 2014 - April 2015
Super Sonic Car Wash August 2011 - January 2015
AutoPoint, a Solera company May 2014 - August 2014
Clarke Capital Partners January 2014 - April 2014
Skills
Financial Analysis, Financial Modeling, Due Diligence, Inventory Management, Valuation, Public Speaking, Sales, Cold Calling, Team Leadership, Research, PowerPoint, Microsoft Excel, Networking, Bloomberg, Databases, Written & Oral..., Fundamental Analysis, Forecasting, Investment Advisory, Leadership, Data Analysis
Education
Brigham Young University 2011 — 2015
Bachelor of Arts (B.A.), Finance, General
Vivint Solar February 2015 - Present
BYU Global Financial Advisors January 2014 - April 2015
Super Sonic Car Wash August 2011 - January 2015
AutoPoint, a Solera company May 2014 - August 2014
Clarke Capital Partners January 2014 - April 2014
Skills
Financial Analysis, Financial Modeling, Due Diligence, Inventory Management, Valuation, Public Speaking, Sales, Cold Calling, Team Leadership, Research, PowerPoint, Microsoft Excel, Networking, Bloomberg, Databases, Written & Oral..., Fundamental Analysis, Forecasting, Investment Advisory, Leadership, Data Analysis
Education
Brigham Young University 2011 — 2015
Bachelor of Arts (B.A.), Finance, General
Grant Tanner, CFP® Grant Tanner, CFP®'s BYU Global Financial Advisors Experience August 2008 - December 2008
Job Benefits & Insurance Consultant, Financial Advisor
Industry Financial Services
Experience
Denver Management Advisors June 2015 - Present
Fidelity Investments July 2011 - February 2015
Fidelity Investments March 2010 - July 2011
Texas Wasatch Group May 2009 - October 2009
Prosper March 2009 - April 2009
FundingUniverse.com January 2009 - March 2009
BYU Global Financial Advisors August 2008 - December 2008
Triton Investment Properties June 2008 - August 2008
Skills
Series 66, Series 63, Series 7, 401k, Investments, Retirement Planning, Retirement, Strategic Financial..., Mutual Funds, Microsoft Excel, Insurance, Financial Analysis, Asset Allocation, Valuation, Microsoft Office, Sales, Risk Management, Investment Strategies, Life & Health Insurance..., Personal Financial..., Trading, Cash Management, IRAs, Relationship Management, Fixed Annuities, Equities, Financial Advisory, Portfolio Management, Finance, Investment Advisory, Securities, Wealth Management, Public Speaking, Customer Service, Financial Modeling, Leadership, Financial Services
Education
Brigham Young University 2003 — 2008
Business Management, Finance
Cherry Creek High School 1999 — 2003
Denver Management Advisors June 2015 - Present
Fidelity Investments July 2011 - February 2015
Fidelity Investments March 2010 - July 2011
Texas Wasatch Group May 2009 - October 2009
Prosper March 2009 - April 2009
FundingUniverse.com January 2009 - March 2009
BYU Global Financial Advisors August 2008 - December 2008
Triton Investment Properties June 2008 - August 2008
Skills
Series 66, Series 63, Series 7, 401k, Investments, Retirement Planning, Retirement, Strategic Financial..., Mutual Funds, Microsoft Excel, Insurance, Financial Analysis, Asset Allocation, Valuation, Microsoft Office, Sales, Risk Management, Investment Strategies, Life & Health Insurance..., Personal Financial..., Trading, Cash Management, IRAs, Relationship Management, Fixed Annuities, Equities, Financial Advisory, Portfolio Management, Finance, Investment Advisory, Securities, Wealth Management, Public Speaking, Customer Service, Financial Modeling, Leadership, Financial Services
Education
Brigham Young University 2003 — 2008
Business Management, Finance
Cherry Creek High School 1999 — 2003
Austin Allen Austin Allen's BYU Global Financial Advisors Experience January 2014 - April 2014
Job Private Banking Analyst at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2015 - Present
Crewe Capital May 2014 - August 2014
Atlantic Trust January 2014 - April 2014
BYU Global Financial Advisors January 2014 - April 2014
American Logistics Co, LLC May 2013 - August 2013
American Logistics Co, LLC June 2012 - August 2012
Skills
Finance, Equity Research, Transportation, Leadership, Business Analysis, Team-oriented, Sales, Data Management, Bloomberg Terminal
Education
Brigham Young University 2010 — 2015
Bachelor of Science (BS), Finance, General
San Clemente High School 2006 — 2010
Merrill Lynch August 2015 - Present
Crewe Capital May 2014 - August 2014
Atlantic Trust January 2014 - April 2014
BYU Global Financial Advisors January 2014 - April 2014
American Logistics Co, LLC May 2013 - August 2013
American Logistics Co, LLC June 2012 - August 2012
Skills
Finance, Equity Research, Transportation, Leadership, Business Analysis, Team-oriented, Sales, Data Management, Bloomberg Terminal
Education
Brigham Young University 2010 — 2015
Bachelor of Science (BS), Finance, General
San Clemente High School 2006 — 2010
Skyler Seymour's BYU Global Financial Advisors Experience January 2014 - April 2015
Job Investment Banking Analyst at Lazard
Industry Financial Services
Experience
Lazard June 2015 - Present
BYU Global Financial Advisors January 2014 - April 2015
Brigham Young University September 2013 - April 2015
Lazard May 2014 - July 2014
Brigham Young University September 2013 - December 2013
U.S. Department of the Treasury June 2013 - August 2013
Linsalata Capital Partners, LLC January 2013 - May 2013
Alta Ventures Mexico January 2013 - April 2013
Office of Technology Transfer September 2012 - December 2012
The Church of Jesus Christ of Latter-day Saints July 2009 - July 2011
Skills
Market Research, Microsoft Excel, Finance, Financial Analysis, Investments, Economics, Microsoft Office, Financial Modeling, Leadership, PowerPoint, Public Speaking, Spanish, Data Analysis, Research, Social Media, Project Management, Private Equity, Microsoft Word, Teamwork, Venture Capital, Due Diligence, Bloomberg Terminal, Access, English, Investment Banking, Mergers & Acquisitions, Strategy, Business Strategy, Capital IQ
Education
Brigham Young University 2008 — 2014
Bachelor of Science (B.S.), Finance, Junior
Lazard June 2015 - Present
BYU Global Financial Advisors January 2014 - April 2015
Brigham Young University September 2013 - April 2015
Lazard May 2014 - July 2014
Brigham Young University September 2013 - December 2013
U.S. Department of the Treasury June 2013 - August 2013
Linsalata Capital Partners, LLC January 2013 - May 2013
Alta Ventures Mexico January 2013 - April 2013
Office of Technology Transfer September 2012 - December 2012
The Church of Jesus Christ of Latter-day Saints July 2009 - July 2011
Skills
Market Research, Microsoft Excel, Finance, Financial Analysis, Investments, Economics, Microsoft Office, Financial Modeling, Leadership, PowerPoint, Public Speaking, Spanish, Data Analysis, Research, Social Media, Project Management, Private Equity, Microsoft Word, Teamwork, Venture Capital, Due Diligence, Bloomberg Terminal, Access, English, Investment Banking, Mergers & Acquisitions, Strategy, Business Strategy, Capital IQ
Education
Brigham Young University 2008 — 2014
Bachelor of Science (B.S.), Finance, Junior
Tom Sorber's BYU Global Financial Advisors Experience January 2011 - April 2013
Job Technology Investment Banking Analyst at Raymond James
Industry Investment Banking
Experience
Raymond James Financial Inc. July 2013 - Present
BYU Global Financial Advisors January 2011 - April 2013
Qualtrics Labs August 2011 - April 2012
Beneficial Financial Group January 2011 - December 2011
Health Management Associates, Inc. June 2010 - August 2010
Education
Brigham Young University 2009 — 2013
Bachelor of Science (BS), Finance & Economics
Raymond James Financial Inc. July 2013 - Present
BYU Global Financial Advisors January 2011 - April 2013
Qualtrics Labs August 2011 - April 2012
Beneficial Financial Group January 2011 - December 2011
Health Management Associates, Inc. June 2010 - August 2010
Education
Brigham Young University 2009 — 2013
Bachelor of Science (BS), Finance & Economics
Jess Foster's BYU Global Financial Advisors Experience September 2014 - December 2014
Job Business Advisory Consultant at EY
Industry Financial Services
Experience
EY September 2015 - Present
Domo, Inc. February 2015 - August 2015
BYU Global Financial Advisors September 2014 - December 2014
EY June 2014 - August 2014
BYU Global Financial Advisors January 2014 - April 2014
Beneficial Financial Group September 2013 - December 2013
IndustryPro April 2013 - August 2013
Dewey Pest Control June 2011 - May 2012
Motoworld Of El Cajon October 2009 - January 2011
Big Dog Satellite April 2009 - October 2009
Skills
Direct Sales, Sales Presentations, Listening to customers, Strategic Consulting, PowerPoint, Microsoft Excel, Microsoft Office, Project Team Management, Manage Client...
Education
Brigham Young University 2012 — 2015
Bachelor of Science (BS), Finance
Cuyamaca College 2010 — 2012
Associate of Science (AS), Business Administration and Management, General
EY September 2015 - Present
Domo, Inc. February 2015 - August 2015
BYU Global Financial Advisors September 2014 - December 2014
EY June 2014 - August 2014
BYU Global Financial Advisors January 2014 - April 2014
Beneficial Financial Group September 2013 - December 2013
IndustryPro April 2013 - August 2013
Dewey Pest Control June 2011 - May 2012
Motoworld Of El Cajon October 2009 - January 2011
Big Dog Satellite April 2009 - October 2009
Skills
Direct Sales, Sales Presentations, Listening to customers, Strategic Consulting, PowerPoint, Microsoft Excel, Microsoft Office, Project Team Management, Manage Client...
Education
Brigham Young University 2012 — 2015
Bachelor of Science (BS), Finance
Cuyamaca College 2010 — 2012
Associate of Science (AS), Business Administration and Management, General
Michael Addis Michael Addis's BYU Global Financial Advisors Experience January 2013 - April 2013
Job Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Comerica Bank June 2013 - March 2015
BYU Global Financial Advisors January 2013 - April 2013
Catholic Health Initiatives September 2012 - December 2012
peer60 May 2012 - August 2012
Groupon June 2011 - August 2011
The Church of Jesus Christ of Latter-day Saints June 2007 - May 2009
Skills
Data Analysis, Financial Modeling, Time Management, Due Diligence, Financial Analysis, Equity Research, PowerPoint, Research, Microsoft Excel, Finance, Analysis, Equities
Education
Brigham Young University 2006 — 2013
BS, Business Management- Finance
Brigham Young University 2006 — 2013
BA, Russian
Comerica Bank June 2013 - March 2015
BYU Global Financial Advisors January 2013 - April 2013
Catholic Health Initiatives September 2012 - December 2012
peer60 May 2012 - August 2012
Groupon June 2011 - August 2011
The Church of Jesus Christ of Latter-day Saints June 2007 - May 2009
Skills
Data Analysis, Financial Modeling, Time Management, Due Diligence, Financial Analysis, Equity Research, PowerPoint, Research, Microsoft Excel, Finance, Analysis, Equities
Education
Brigham Young University 2006 — 2013
BS, Business Management- Finance
Brigham Young University 2006 — 2013
BA, Russian
Saira Aslam Saira Aslam's BYU Global Financial Advisors Experience January 2014 - April 2014
Job Financial Analyst Intern at Wells Fargo
Industry Financial Services
Experience
Finance Department June 2014 - Present
Wells Fargo June 2015 - August 2015
PwC January 2015 - April 2015
Marriott School of Management June 2014 - April 2015
Zions Bank September 2014 - December 2014
Beneficial Financial Group January 2014 - April 2014
BYU Global Financial Advisors January 2014 - April 2014
BYU Hawaii September 2011 - September 2012
Motorola January 2009 - February 2009
Nokia Company, Formula One, Muslim Commercial Bank, Panasonic, Proctor & Gamble, Nestle 2008 - 2009
Skills
Strategy, Analysis, Valuation, Finance, Investments, Financial Modeling, Public Speaking, Management, Customer Service, Microsoft Excel
Education
Brigham Young University 2012 — 2015
Bachelor's Degree, Finance, General
Kinnard College
Marketing/Marketing Management, General
University of the Punjab, Lahore
Bachelor’s Degree, Journalism
Finance Department June 2014 - Present
Wells Fargo June 2015 - August 2015
PwC January 2015 - April 2015
Marriott School of Management June 2014 - April 2015
Zions Bank September 2014 - December 2014
Beneficial Financial Group January 2014 - April 2014
BYU Global Financial Advisors January 2014 - April 2014
BYU Hawaii September 2011 - September 2012
Motorola January 2009 - February 2009
Nokia Company, Formula One, Muslim Commercial Bank, Panasonic, Proctor & Gamble, Nestle 2008 - 2009
Skills
Strategy, Analysis, Valuation, Finance, Investments, Financial Modeling, Public Speaking, Management, Customer Service, Microsoft Excel
Education
Brigham Young University 2012 — 2015
Bachelor's Degree, Finance, General
Kinnard College
Marketing/Marketing Management, General
University of the Punjab, Lahore
Bachelor’s Degree, Journalism
Steven Kinyon's BYU Global Financial Advisors Experience January 2015 - April 2015
Job Business Student I Campus Brand Ambassador at StudyBlue I Aspiring Entrepreneur
Industry Marketing and Advertising
Experience
StudyBlue August 2015 - Present
Commercial Flooring Systems April 2013 - Present
BYU Global Financial Advisors January 2015 - April 2015
Sundance Bay Capital Group October 2014 - April 2015
Zions Bank September 2014 - December 2014
Skills
Leadership, Public Speaking, Spanish, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Social Media, Entrepreneurship, Sales, Team Leadership, Research, Training, Event Planning, Management, Analysis, Financial Analysis, Team Building, Business Strategy, Finance, Financial Modeling, Investments, Forecasting
Education
Brigham Young University - Marriott School of Management 2010 — 2016
Finance Marriott School of Management
StudyBlue August 2015 - Present
Commercial Flooring Systems April 2013 - Present
BYU Global Financial Advisors January 2015 - April 2015
Sundance Bay Capital Group October 2014 - April 2015
Zions Bank September 2014 - December 2014
Skills
Leadership, Public Speaking, Spanish, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Social Media, Entrepreneurship, Sales, Team Leadership, Research, Training, Event Planning, Management, Analysis, Financial Analysis, Team Building, Business Strategy, Finance, Financial Modeling, Investments, Forecasting
Education
Brigham Young University - Marriott School of Management 2010 — 2016
Finance Marriott School of Management
Joseph Hirschi's BYU Global Financial Advisors Experience January 2015 - Present
Job Financial Analyst Intern at Bostonbased Asset Manager/CFA Level I Candidate
Industry Financial Services
Experience
Asset Management Firm September 2015 - Present
Siemens May 2015 - Present
BYU Global Financial Advisors January 2015 - Present
Lunt Capital April 2015 - September 2015
Rollins Center for Entrepreneurship September 2014 - May 2015
Caliber Wealth Management February 2015 - April 2015
CFA Institute Research Challenge December 2014 - February 2015
Next Horizons Laboratories September 2014 - December 2014
Provo Missionary Training Center August 2013 - April 2014
Skills
Financial Analysis, Microsoft Excel, Bloomberg, Finance, Strategic Planning, Public Speaking, Teaching, Teacher Training, Language Teaching, Leadership, Research, Customer Service, Team Leadership, Teamwork, Management
Education
Brigham Young University - Marriott School of Management 2010 — 2016
Bachelor of Finance, Asset Management
Brigham Young University
Asset Management Firm September 2015 - Present
Siemens May 2015 - Present
BYU Global Financial Advisors January 2015 - Present
Lunt Capital April 2015 - September 2015
Rollins Center for Entrepreneurship September 2014 - May 2015
Caliber Wealth Management February 2015 - April 2015
CFA Institute Research Challenge December 2014 - February 2015
Next Horizons Laboratories September 2014 - December 2014
Provo Missionary Training Center August 2013 - April 2014
Skills
Financial Analysis, Microsoft Excel, Bloomberg, Finance, Strategic Planning, Public Speaking, Teaching, Teacher Training, Language Teaching, Leadership, Research, Customer Service, Team Leadership, Teamwork, Management
Education
Brigham Young University - Marriott School of Management 2010 — 2016
Bachelor of Finance, Asset Management
Brigham Young University
Nathan Hilton's BYU Global Financial Advisors Experience January 2015 - April 2015
Job Financial Analyst Intern at eBay Inc
Industry Internet
Experience
eBay Inc May 2015 - Present
Corporate Managing Systems Inc January 2015 - May 2015
Brigham Young University January 2014 - May 2015
BYU Global Financial Advisors January 2015 - April 2015
Flexsim Software Products, Inc. September 2014 - December 2014
My Fast PC July 2014 - August 2014
Skills
Financial Analysis, Financial Modeling, Valuation, Microsoft Excel, Visual Basic, Teamwork, Data Analysis, PowerPoint, Microsoft Word, Leadership, Research, Public Speaking, Customer Service, Economics, Accounting
Education
Brigham Young University - Marriott School of Management 2010 — 2017
Bachelor of Science (BS), Finance
Olympus High School 2007 — 2010
High School Diploma
eBay Inc May 2015 - Present
Corporate Managing Systems Inc January 2015 - May 2015
Brigham Young University January 2014 - May 2015
BYU Global Financial Advisors January 2015 - April 2015
Flexsim Software Products, Inc. September 2014 - December 2014
My Fast PC July 2014 - August 2014
Skills
Financial Analysis, Financial Modeling, Valuation, Microsoft Excel, Visual Basic, Teamwork, Data Analysis, PowerPoint, Microsoft Word, Leadership, Research, Public Speaking, Customer Service, Economics, Accounting
Education
Brigham Young University - Marriott School of Management 2010 — 2017
Bachelor of Science (BS), Finance
Olympus High School 2007 — 2010
High School Diploma
Bryant Blair Bryant Blair's BYU Global Financial Advisors Experience January 2014 - December 2014
Job Financial Analyst at HewlettPackard
Industry Financial Services
Experience
Hewlett-Packard July 2015 - Present
BYU Global Financial Advisors January 2014 - December 2014
USAA May 2014 - August 2014
Houston Astros May 2013 - August 2013
Vector Marketing May 2009 - August 2009
Skills
Leadership, Sales, Spanish, Public Speaking, Microsoft Excel, Time Management, Data Analysis, Financial Analysis, Project Management, Marketing Strategy, Event Planning, DCF Valuation, Strategic Financial..., Bloomberg, Investments, International Business, Social Media, PowerPoint, Management, Financial Modeling, New Business Development, Finance, Team Leadership, Cross-functional Team..., Team Building, VBA, Microsoft Word, Volunteer Training
Education
Brigham Young University 2009 — 2015
Bachelor's degree, BS Finance; Spanish Minor
Hewlett-Packard July 2015 - Present
BYU Global Financial Advisors January 2014 - December 2014
USAA May 2014 - August 2014
Houston Astros May 2013 - August 2013
Vector Marketing May 2009 - August 2009
Skills
Leadership, Sales, Spanish, Public Speaking, Microsoft Excel, Time Management, Data Analysis, Financial Analysis, Project Management, Marketing Strategy, Event Planning, DCF Valuation, Strategic Financial..., Bloomberg, Investments, International Business, Social Media, PowerPoint, Management, Financial Modeling, New Business Development, Finance, Team Leadership, Cross-functional Team..., Team Building, VBA, Microsoft Word, Volunteer Training
Education
Brigham Young University 2009 — 2015
Bachelor's degree, BS Finance; Spanish Minor
Derek Kirkland Derek Kirkland's BYU Global Financial Advisors Experience September 2009 - June 2010
Job Senior Financial Analyst, Amazon
Industry Retail
Experience
Amazon April 2014 - Present
Walmart June 2012 - April 2014
Walmart June 2010 - June 2012
BYU Global Financial Advisors September 2009 - June 2010
Beneficial Financial Group September 2009 - December 2009
Walmart May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Bloomberg, Analysis, Strategy
Education
Brigham Young University 2005 — 2010
Bachelor of Science, Business Management; Finance
Amazon April 2014 - Present
Walmart June 2012 - April 2014
Walmart June 2010 - June 2012
BYU Global Financial Advisors September 2009 - June 2010
Beneficial Financial Group September 2009 - December 2009
Walmart May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Bloomberg, Analysis, Strategy
Education
Brigham Young University 2005 — 2010
Bachelor of Science, Business Management; Finance
Seth Robbins's BYU Global Financial Advisors Experience January 2015 - May 2015
Job Student at Brigham Young University
Industry Investment Banking
Experience
Eastdil Secured June 2015 - August 2015
BYU Global Financial Advisors January 2015 - May 2015
CLEARLINK March 2013 - November 2013
The Church of Jesus Christ of Latter-day Saints - Human Resources January 2010 - February 2012
Skills
Economics, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership, Sales, Team Leadership, CoStar, Financial Modeling, Spanish, Persuasive Speaker
Education
Brigham Young University 2014 — 2017
Pre-Finance Major
Eastdil Secured June 2015 - August 2015
BYU Global Financial Advisors January 2015 - May 2015
CLEARLINK March 2013 - November 2013
The Church of Jesus Christ of Latter-day Saints - Human Resources January 2010 - February 2012
Skills
Economics, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership, Sales, Team Leadership, CoStar, Financial Modeling, Spanish, Persuasive Speaker
Education
Brigham Young University 2014 — 2017
Pre-Finance Major
Luke Nicholls's BYU Global Financial Advisors Experience April 2014 - May 2014
Job CoPresident of BYU Finance Society's Corporate Finance Club
Industry Financial Services
Experience
Adobe May 2015 - August 2015
Brigham Young University September 2014 - April 2015
Skyvive Interactive September 2014 - December 2014
Flextecs June 2014 - August 2014
BYU Freshman Mentoring August 2013 - June 2014
BYU Global Financial Advisors April 2014 - May 2014
Wm Morrison Supermarkets Plc July 2008 - August 2010
Allen & Co. Accountancy Firm May 2007 - June 2007
Skills
Bloomberg, Microsoft Office, Microsoft Excel, VBA, Microsoft Word, Communication, Time Management, Leadership, Organization, Research, Marketing, PowerPoint, Management, Public Speaking, Teamwork, Customer Service, Data Analysis, Team Leadership, Financial Analysis
Education
Brigham Young University 2010 — 2016
Bachelor's Degree, Finance, General, 3.93 / 4.00
Beauchamps High School 2003 — 2010
High School
Adobe May 2015 - August 2015
Brigham Young University September 2014 - April 2015
Skyvive Interactive September 2014 - December 2014
Flextecs June 2014 - August 2014
BYU Freshman Mentoring August 2013 - June 2014
BYU Global Financial Advisors April 2014 - May 2014
Wm Morrison Supermarkets Plc July 2008 - August 2010
Allen & Co. Accountancy Firm May 2007 - June 2007
Skills
Bloomberg, Microsoft Office, Microsoft Excel, VBA, Microsoft Word, Communication, Time Management, Leadership, Organization, Research, Marketing, PowerPoint, Management, Public Speaking, Teamwork, Customer Service, Data Analysis, Team Leadership, Financial Analysis
Education
Brigham Young University 2010 — 2016
Bachelor's Degree, Finance, General, 3.93 / 4.00
Beauchamps High School 2003 — 2010
High School
Daniel Ash Daniel Ash's BYU Global Financial Advisors Experience September 2008 - December 2008
Job Associate at Sorenson Capital
Industry Venture Capital & Private Equity
Experience
Sorenson Capital August 2013 - Present
Bain & Company 2011 - 2013
Bain & Company 2010 - 2010
Granada Advisors May 2008 - April 2009
BYU Global Financial Advisors September 2008 - December 2008
Barclays Bank (London) June 2008 - August 2008
Skills
Financial Modeling, Management Consulting, Market Research, Competitive Analysis, Research, Economics, Time Management, Due Diligence, Strategy, Valuation, Strategic Consulting, Business Strategy, Data Analysis, Mergers & Acquisitions, Analysis, Private Equity, Finance, Financial Analysis, Social Impact, Microsoft Office
Education
Brigham Young University 2007 — 2011
BA; BA, Economics & Philosophy, Summa Cum Laude, with Honors
Jerusalem Center for Near Eastern Studies 2009 — 2009
Near Eastern Studies
Mesa High School 2001 — 2004
Valedictorian, Student Body President
Sorenson Capital August 2013 - Present
Bain & Company 2011 - 2013
Bain & Company 2010 - 2010
Granada Advisors May 2008 - April 2009
BYU Global Financial Advisors September 2008 - December 2008
Barclays Bank (London) June 2008 - August 2008
Skills
Financial Modeling, Management Consulting, Market Research, Competitive Analysis, Research, Economics, Time Management, Due Diligence, Strategy, Valuation, Strategic Consulting, Business Strategy, Data Analysis, Mergers & Acquisitions, Analysis, Private Equity, Finance, Financial Analysis, Social Impact, Microsoft Office
Education
Brigham Young University 2007 — 2011
BA; BA, Economics & Philosophy, Summa Cum Laude, with Honors
Jerusalem Center for Near Eastern Studies 2009 — 2009
Near Eastern Studies
Mesa High School 2001 — 2004
Valedictorian, Student Body President
Nate Adamson's BYU Global Financial Advisors Experience January 2014 - April 2014
Job Associate at Arista Wealth Management
Industry Financial Services
Experience
Arista Wealth Management September 2015 - Present
Peterson Wealth Advisors February 2015 - July 2015
Crescendo Properties, Inc. May 2014 - August 2014
Andrew Thorn January 2014 - May 2014
BYU Global Financial Advisors January 2014 - April 2014
Farm Bureau Financial Services August 2013 - December 2013
Zions Bank January 2012 - August 2013
Education
Brigham Young University 2012 — 2015
Bachelor of Finance
Arista Wealth Management September 2015 - Present
Peterson Wealth Advisors February 2015 - July 2015
Crescendo Properties, Inc. May 2014 - August 2014
Andrew Thorn January 2014 - May 2014
BYU Global Financial Advisors January 2014 - April 2014
Farm Bureau Financial Services August 2013 - December 2013
Zions Bank January 2012 - August 2013
Education
Brigham Young University 2012 — 2015
Bachelor of Finance
Enrico M. Curzola Enrico M. Curzola's BYU Global Financial Advisors Experience 2013 - June 2014
Job Credit Research Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
BYU Global Financial Advisors 2013 - June 2014
Goldman Sachs May 2013 - August 2013
Beneficial Financial Group January 2013 - April 2013
BenefitGuard, LLC September 2012 - December 2012
Brigham Young University May 2012 - September 2012
The Church of Jesus Christ of Latter-day Saints September 2008 - September 2010
Skills
Microsoft Excel, English, Italian, Microsoft Office, Microsoft Power Point, German, Bloomberg Terminal, Credit Analysis
Education
Brigham Young University 2012 — 2014
Bachelor of Science, Banking, Corporate, Finance, and Securities Law, BYU GPA: 3.93/4.00, Magna Cum Laude
Free University of Bolzano 2010 — 2011
Liceo Scientifico "E. Torricelli" (High School) 2003 — 2008
Italian "Diploma di Maturita' Scientifica", State Final Exam Grade: 100/100 cum laude
Goldman Sachs July 2014 - Present
BYU Global Financial Advisors 2013 - June 2014
Goldman Sachs May 2013 - August 2013
Beneficial Financial Group January 2013 - April 2013
BenefitGuard, LLC September 2012 - December 2012
Brigham Young University May 2012 - September 2012
The Church of Jesus Christ of Latter-day Saints September 2008 - September 2010
Skills
Microsoft Excel, English, Italian, Microsoft Office, Microsoft Power Point, German, Bloomberg Terminal, Credit Analysis
Education
Brigham Young University 2012 — 2014
Bachelor of Science, Banking, Corporate, Finance, and Securities Law, BYU GPA: 3.93/4.00, Magna Cum Laude
Free University of Bolzano 2010 — 2011
Liceo Scientifico "E. Torricelli" (High School) 2003 — 2008
Italian "Diploma di Maturita' Scientifica", State Final Exam Grade: 100/100 cum laude
Spencer Cook Spencer Cook's BYU Global Financial Advisors Experience September 2013 - Present
Job Equity Research Analyst at BYU Global Financial Advisors
Industry Financial Services
Experience
Zions Bank May 2014 - Present
BYU Global Financial Advisors September 2013 - Present
Cederian Investments, LLC May 2013 - May 2014
The Church of Jesus Christ of Latter-day Saints May 2010 - May 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Office, Valuation, Finance, Microsoft Word, Investments, Teamwork, Analysis, Data Analysis, Access
Education
Brigham Young University - Marriott School of Management 2009 — 2015
Bachelor of Science (B.S.), Finance
Zions Bank May 2014 - Present
BYU Global Financial Advisors September 2013 - Present
Cederian Investments, LLC May 2013 - May 2014
The Church of Jesus Christ of Latter-day Saints May 2010 - May 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Office, Valuation, Finance, Microsoft Word, Investments, Teamwork, Analysis, Data Analysis, Access
Education
Brigham Young University - Marriott School of Management 2009 — 2015
Bachelor of Science (B.S.), Finance
Bryan Briggs Bryan Briggs's BYU Global Financial Advisors Experience January 2014 - June 2014
Job Life Sciences at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
BYU Global Financial Advisors January 2014 - June 2014
BYU Global Financial Advisors January 2013 - December 2013
University of Washington Intercollegiate Athletics January 2011 - June 2012
Skills
Microsoft Office, Windows, Microsoft Excel, Computer Maintenance, Laboratory Skills, Laboratory Equipment, Bloomberg Terminal, Brazilian Portuguese, Football, Investments, Financial Analysis, Financial Modeling, Financial Accounting, Organic Chemistry, Data Analysis, Management, Leadership, Customer Service, Social Media, Start-ups, Finance, Public Speaking, Bloomberg, PowerPoint, Strategy
Education
Brigham Young University 2012 — 2014
Bachelor's Degree, Finance, General
University of Washington 2007 — 2012
Biochemistry and Finance
Summit High School 2002 — 2007
Wells Fargo August 2014 - Present
BYU Global Financial Advisors January 2014 - June 2014
BYU Global Financial Advisors January 2013 - December 2013
University of Washington Intercollegiate Athletics January 2011 - June 2012
Skills
Microsoft Office, Windows, Microsoft Excel, Computer Maintenance, Laboratory Skills, Laboratory Equipment, Bloomberg Terminal, Brazilian Portuguese, Football, Investments, Financial Analysis, Financial Modeling, Financial Accounting, Organic Chemistry, Data Analysis, Management, Leadership, Customer Service, Social Media, Start-ups, Finance, Public Speaking, Bloomberg, PowerPoint, Strategy
Education
Brigham Young University 2012 — 2014
Bachelor's Degree, Finance, General
University of Washington 2007 — 2012
Biochemistry and Finance
Summit High School 2002 — 2007
Don Coons's BYU Global Financial Advisors Experience January 2013 - December 2013
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Domo, Inc. May 2014 - October 2014
BYU Global Financial Advisors January 2013 - December 2013
USDA June 2012 - August 2012
Merrill Lynch January 2012 - April 2012
Skills
Financial Analysis, Financial Modeling, Investments, Valuation, Corporate Finance, Due Diligence, Microsoft Word, Data Analysis, PowerPoint, Public Speaking
Education
Brigham Young University
Bachelor of Science, Business Management, Emphasis in Finance
Merrill Lynch June 2015 - Present
Domo, Inc. May 2014 - October 2014
BYU Global Financial Advisors January 2013 - December 2013
USDA June 2012 - August 2012
Merrill Lynch January 2012 - April 2012
Skills
Financial Analysis, Financial Modeling, Investments, Valuation, Corporate Finance, Due Diligence, Microsoft Word, Data Analysis, PowerPoint, Public Speaking
Education
Brigham Young University
Bachelor of Science, Business Management, Emphasis in Finance
Joshua Palkki's BYU Global Financial Advisors Experience January 2014 - April 2015
Job Credit Risk Analyst at KeyBank
Industry Financial Services
Experience
KeyBank July 2015 - Present
BYU Global Financial Advisors January 2014 - April 2015
Precoa April 2014 - May 2014
Beneficial Financial Group January 2014 - April 2014
Brigham Young University December 2013 - April 2014
Brigham Young University August 2013 - December 2013
Micro Enterprise Education Initiative January 2013 - May 2013
MicroBusiness Mentors May 2012 - May 2013
Cook Brother's Lawn and Pest September 2009 - December 2009
Skills
Leadership, Microsoft Excel, Research, Tableau, Microsoft Office, Public Speaking, Marketing, Microfinance, Training, Sales, Entrepreneurship, PowerPoint, Business Writing, Financial Forecasting, Investment Strategies, Financial Derivatives, Data Analysis, Financial Analysis
Education
Brigham Young University 2008 — 2014
BS, Finance, General, Junior
KeyBank July 2015 - Present
BYU Global Financial Advisors January 2014 - April 2015
Precoa April 2014 - May 2014
Beneficial Financial Group January 2014 - April 2014
Brigham Young University December 2013 - April 2014
Brigham Young University August 2013 - December 2013
Micro Enterprise Education Initiative January 2013 - May 2013
MicroBusiness Mentors May 2012 - May 2013
Cook Brother's Lawn and Pest September 2009 - December 2009
Skills
Leadership, Microsoft Excel, Research, Tableau, Microsoft Office, Public Speaking, Marketing, Microfinance, Training, Sales, Entrepreneurship, PowerPoint, Business Writing, Financial Forecasting, Investment Strategies, Financial Derivatives, Data Analysis, Financial Analysis
Education
Brigham Young University 2008 — 2014
BS, Finance, General, Junior
Emily Eckley's BYU Global Financial Advisors Experience September 2012 - April 2013
Job Financial Analyst at Cisco
Industry Financial Services
Experience
Cisco Systems September 2014 - April 2015
Cisco Systems August 2013 - August 2014
Novell September 2011 - May 2013
BYU Global Financial Advisors September 2012 - April 2013
Cisco Systems June 2012 - August 2012
Beneficial Financial Group August 2011 - December 2011
Marriott School of Management - BYU June 2011 - July 2011
Education
Brigham Young University 2009 — 2013
Bachelor of Science, Business Management; Finance Emphasis
Cisco Systems September 2014 - April 2015
Cisco Systems August 2013 - August 2014
Novell September 2011 - May 2013
BYU Global Financial Advisors September 2012 - April 2013
Cisco Systems June 2012 - August 2012
Beneficial Financial Group August 2011 - December 2011
Marriott School of Management - BYU June 2011 - July 2011
Education
Brigham Young University 2009 — 2013
Bachelor of Science, Business Management; Finance Emphasis