Cambridge Associates
Cambridge Associates is a privately held investment firm based in the United States. It provides investment portfolio management and advisory services to institutional investors, including foundations and endowments, pensions, private clients, and corporate and government entities. Assets under management: 30 billion USD Founded: 1973 CEO: David Druley President: Philip Walton Number of employees: 1,300 Founders: Hunter Lewis, James Bailey
Cambridge Associates List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Cambridge Associates. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Cambridge Associates Employees
Lincoln Center for the Performing Arts June 2015 - August 2015
Cambridge Associates July 2012 - June 2014
Cambridge Associates January 2011 - June 2012
BlackRock June 2010 - August 2010
Boston Ballet June 2004 - May 2007
Skills
Quantitative Analytics, Economics, Stata, Bloomberg, Financial Analysis, Due Diligence, Investments, Data Analysis, Alternative Investments, Asset Allocation, Research, Market Research, Non-profits..., Hedge Funds, Private Equity, Venture Capital, Microsoft Excel, Mutual Funds
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Tufts University 2006 — 2010
BA, Economics, Art History
The Commonwealth School 2000 — 2004
High School
National Basketball Association (NBA) December 2014 - Present
National Basketball Association (NBA) March 2013 - December 2014
Cambridge Associates June 2012 - March 2013
French American International School (San Francisco, CA) October 2012 - February 2013
Cambridge Associates July 2010 - June 2012
Sacred Heart Schools October 2011 - April 2012
Stanford University September 2007 - August 2009
San Francisco 49ers November 2004 - January 2009
Skills
Valuation, Private Equity, Investment Management, Analysis, Leadership, Economics, Due Diligence, Recruiting, Hedge Funds, Asset Allocation, Coaching, Training, Human Resources, Consulting, Teamwork, Social Media
Education
Stanford University 2006 — 2010
Bachelor of Arts (B.A.), Economics
International High School 2002 — 2006
Lycee Savary de Mauleon 2003 — 2004
Communities Foundation of Texas March 2015 - Present
Cambridge Associates July 2012 - March 2015
U.S. Army July 2004 - December 2010
Skills
Team Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Organization
Education
Southern Methodist University - Cox School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of North Texas
Bachelor of Science, Economics, 3.82
Cambridge Associates February 2014 - Present
JPMorgan Chase August 2012 - February 2014
Southern Oregon University October 2011 - June 2012
Southern Oregon University September 2010 - June 2012
Southern Oregon University May 2010 - May 2012
Southern Oregon University June 2009 - October 2011
Southern Oregon University September 2008 - June 2010
Skills
Corporate Communications, Customer Experience, Salesforce.com, Desk.com, Data Entry, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Student Affairs, Public Speaking, Event Planning
Education
Southern Oregon University
Bachelor of Science (BS), Psychology
J.P. Morgan July 2015 - Present
Cambridge Associates June 2014 - August 2014
Golden State Warriors June 2013 - August 2013
808 Renewable Energy June 2012 - September 2012
Clearview Investment Partners June 2011 - June 2012
Los Angeles Lakers June 2008 - June 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Renewable Energy, Java, Personal Finance, Sports Marketing, Management
Education
Stanford University 2014 — 2015
Master of Science (MS), Management Science and Engineering
Stanford University 2010 — 2014
Bachelor of Science (BS), Management Science and Engineering
SmithCorona.com January 2011 - Present
My Company: CTG Company, LLC December 2010 - Present
Empiritrage, LLC May 2010 - April 2012
Cambridge Associates June 2007 - June 2008
Skills
Portfolio Management, E-commerce, SEO, Investments, Economics
Education
Stanford University 2003 — 2007
BA, Economics
The University of Chicago Booth School of Business 2009 — 2010
MBA
Kaiser Permanente September 2014 - Present
Informatics, Kaiser Permanente March 2008 - September 2014
East Bay Endosurgery July 2006 - March 2008
Kaiser Oakland June 2005 - July 2006
Children's Hospital Oakland August 2002 - June 2005
Advanced Physical Therapy January 2001 - August 2002
Cambridge Associates July 1998 - January 2001
Skills
Nursing, Healthcare, Healthcare Management, Patient Safety, Hospitals, Public Health, Clinical Research, Case Managment, Public Speaking, Cpr Certified, Critical Care, EMR, Coaching, Healthcare Information..., Customer Service, Epic Systems, Ambulatory, Informatics, Patient Education, Medical Records, HIPAA, EHR, Physicians, CPOE, Acute Care, BLS, Healthcare Consulting, Inpatient
Education
Stanford University 1994 — 1998
BA, Human Biology
San Francisco State University 2003 — 2005
Masters of Science, Nursing
Robert Half International 1996 - Present
CB Richard Ellis (formerly Edward S. Gordon) 1994 - 1996
Cambridge Associates 1993 - 1994
Skills
Talent Acquisition, Temporary Placement, Recruiting, Sourcing, Business Development, Finance, Accounting, Financial Analysis, Account Management, New Business Development, Temporary Staffing, Sales Management, Strategic Planning
Education
The George Washington University 1989 — 1993
BA, Economics
Cambridge Associates April 2014 - Present
Barclays 2012 - April 2014
Barclays Capital 2010 - 2012
Syracuse University February 2010 - May 2010
Syracuse University 2009 - 2010
National Panhellenic Council at SU 2009 - 2010
The Nielsen Company June 2009 - August 2009
Allied Advertising and Public Relations September 2008 - December 2008
Mohawk Global Logistics June 2008 - August 2008
Skills
Leadership, Research, Data Analysis, Financial Analysis, Social Media
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Business: Marketing Management, Psychology, Pre-Law
C.M. Capital Advisors March 2015 - Present
University of California October 2014 - March 2015
J.P. Morgan Private Bank June 2013 - August 2013
Cambridge Associates January 2008 - August 2012
Wellington Management August 2007 - November 2007
South Shore Charter Public School August 2005 - June 2007
Skills
Investments, Asset Allocation, Valuation, Alternative Investments, Financial Modeling, Private Equity, Hedge Funds, Financial Analysis, Due Diligence, Venture Capital, Data Analysis, Bloomberg, Portfolio Management, Strategy
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
HKUST
University of California, Berkeley 2003 — 2005
MA, Developmental Teacher Education
Stanford University 1997 — 2001
BA, Comparative Literature Major, Spanish Minor
CEB April 2015 - Present
Alarm.com July 2014 - March 2015
Deloitte September 2010 - May 2014
Cambridge Associates December 2007 - September 2010
RP Staffing May 2006 - December 2007
The Corporate Executive Board June 2005 - May 2006
Education
Wake Forest University 2001 — 2005
Economics
Syracuse University 2003 — 2003
Strasbourg, France study abroad program
Loomis, Sayles & Company November 2013 - Present
Peabody & Arnold LLP July 2011 - November 2013
Cambridge Associates January 2008 - July 2011
Capeway Tours Inc May 2003 - January 2008
Skills
Accounts Payable &..., G/L Reconciliations, Accounting, General Ledger, Microsoft Excel, Budgets, Corporate Finance, Accounts Payable, Financial Accounting, Client Billing, Financial Reporting, Process Improvement, 1099 Preparation, Accounts Receivable, Vendor Management, Employee Training, Employee Engagement, Operations Improvement, Human Resources, Expense Reports, Expense Management, Help Desk Support, Employee Relations, Internal Control..., Financial Statement...
Education
Southern New Hampshire University 2012 — 2015
Master of Business Administration (MBA)
Suffolk University - Sawyer School of Management 2005 — 2008
Bachelor of Science in Business Administration (BSBA), Business Administration and Management, General
Western New England University 2003 — 2005
Accounting and Business/Management
Cambridge Associates October 2013 - Present
GAM August 2012 - July 2013
Cross-Cultural Solutions August 2011 - June 2012
International Crisis Group September 2010 - December 2010
International Executive Service Corps September 2009 - December 2009
Cross-Cultural Solutions July 2009 - August 2009
Office of Senator Evan Bayh May 2008 - August 2008
Education
The George Washington University 2007 — 2011
Bachelor of Arts, International Relations and Affairs
The George Washington University 2007 — 2011
Bachelor of Arts (B.A.), International Relations and Affairs
Deloitte TSA OSC Intermodal Division August 2014 - Present
Cambridge Associates 2012 - August 2014
The Clearing May 2012 - 2012
Cumberland Consulting Group September 2011 - 2012
Office of U.S. Senator Charles Schumer September 2010 - 2011
New York City Commission for the United Nations, Consular Corps, and Protocol -Office of the Mayor June 2010 - August 2010
Amnesty International January 2010 - May 2010
Skills
International Relations, Analysis, Management Consulting, Strategy, Project Management, Leadership, CRM, Management, Data Analysis
Education
Arab American Language Institute in Morocco 2011 — 2011
Arabic
Syracuse University - Maxwell School 2007 — 2011
BA, International Relations, Political Science, History
Maxwell School of Citizenship and Public Affairs' Semester in Washington, DC
International Relations
WWSHS
Cambridge Associates December 2014 - Present
Cambridge Associates April 2006 - December 2014
American Association of Pharmaceutical Scientists (AAPS) January 2003 - April 2006
Skills
.NET, Visual C#, Visual Basic, C++, Objective-C, XML, Agile Web Development, Scrum, SQL, jQuery, HTML, MVC, Entity Framework, SSIS, JavaScript
Education
South Dakota State University 1997 — 2001
Bachelor of Science (BS), Computer Science
Cambridge Associates October 2011 - Present
The Marwood Group June 2009 - August 2010
Skills
Research, SQL, Financial Analysis, Access, Microsoft Excel, Microsoft Office, Public Policy, Policy, Strategic Planning, Social Media, Government, Politics, Project Management, Hedge Funds, Analysis, Data Analysis, PowerPoint, Public Speaking, Finance, Management, Investments, Financial Modeling, Microsoft Word, Economics
Education
The George Washington University 2007 — 2011
Bachelor of Arts (B.A.), Economics, Political Science
Cambridge Associates July 2014 - Present
Scripps College August 2012 - May 2014
PIMCO June 2013 - August 2013
City National Bank June 2012 - August 2012
The Rivers School June 2011 - July 2011
Talbots August 2008 - January 2011
Skills
Event Planning, Microsoft Excel, Microsoft Word, Leadership, Microsoft Office, PowerPoint, Team Leadership, VBA, Python, Retail Sales, Customer Service, Time Management, Facebook, Fundraising, Spanish, Research
Education
Scripps College 2010 — 2014
Bachelor's Degree, Economics
Cambridge Associates January 2015 - Present
Cambridge Associates February 2013 - Present
Sentinel Benefits & Financial Group June 2012 - March 2013
Sentinel Benefits & Financial Group August 2010 - May 2012
Merrill Lynch August 2009 - February 2010
Education
Suffolk University 2006 — 2010
Bachelor of Science in Finance, Finance
Macy's October 2013 - Present
Cambridge Associates June 2011 - October 2013
International Business-Government Counsellors January 2011 - April 2011
The Organization of American States September 2010 - December 2010
United States House of Representatives September 2009 - December 2009
Strom Strategic Consulting May 2008 - January 2009
Skills
Finance, Mergers & Acquisitions, Microsoft Office, Financial Modeling, Microsoft Excel, Fashion, Menswear, Apparel, Spanish
Education
The George Washington University - School of Business 2007 — 2011
B.B.A, International Business
Universitat Pompeu Fabra 2010 — 2010
Nationalism, Media and Communications
Universitat de Barcelona 2010 — 2010
Spanish Literature
Cambridge Associates January 2015 - Present
Cambridge Associates July 2013 - December 2014
SunTrust Robinson Humphrey January 2012 - April 2012
Education
Sewanee-The University of the South 2009 — 2013
Bachelor of Arts (B.A.), Economics
STANFORD SUMMER INSTITUTE OF GENERAL MANAGEMENT 2012 — 2012
Arab High School
Arab High School
Tutti Dynamics 2014 - Present
Tutti Dynamics 2012 - 2014
The Friends of Max 2003 - 2013
Operation HOPE 2009 - 2012
FiLife.com 2007 - 2009
Google July 2007 - October 2007
Cambridge Associates 2003 - 2006
Robertson Stephens 2001 - 2002
Skills
Start-ups, Digital Media, Social Networking, Strategic Partnerships, Journalism, Entrepreneurship, Publishing, Art, Business Development, Strategy, Venture Capital, Marketing, Private Equity, Digital Strategy, New Media, Social Media Consulting, Online Advertising, Social Media, Social Media Marketing, Management
Education
Stanford University 2006 — 2007
MA, Communications
Williams College 1997 — 2001
BA, English + Economics
Jameson & Company CPA December 2012 - Present
Boston Medical Center August 2012 - December 2012
Cambridge Associates June 2011 - July 2012
Signature Flight Support March 2011 - June 2011
Suffolk University September 2007 - May 2011
Charles P. King, CPA January 2011 - January 2011
Northern Business Machines June 2010 - August 2010
Skills
Microsoft Office, ACL, Quickbooks, Peachtree, Writing Skills, Oral Communications, Teamwork, Quantitative Analysis, Financial Accounting, QuickBooks, Customer Service, Financial Statements, Auditing, Financial Analysis, Accounts Receivable
Education
Suffolk University - Sawyer School of Management 2011 — 2012
MSA, Accounting
Suffolk University - Sawyer School of Management 2007 — 2011
BSBA, Accounting, 3.7
Honeywell Scanning & Mobility May 2006 - Present
EF Johnson February 2001 - March 2002
Cambridge Associates April 1997 - January 2001
Data Technology Group February 1980 - April 1997
Skills
RFID+, Building Strong..., consistently meeting..., requires little to no..., strong marketing often..., bar code technology, Government contracting, selling to the DOD,..., intuitive sales..., high success..., highly accurate..., Building High..., Government Contracting, Business Development, Barcode, Supply Chain Management, Solution Selling, Selling, Strategic Planning, Security, Business Alliances, Strategy, Sales Operations, Go-to-market Strategy, Resellers, Cross-functional Team..., Channel Partners, Team Building, Management, New Business Development, Sales Management, Sales, Start-ups, Forecasting, Enterprise Mobility, Strategic Partnerships, Enterprise Software, Product Management, SaaS, Product Marketing, Professional Services, Mobile Devices, Wireless, Mobile Computing
Education
Sinclair Community College 1969 — 1974
Mathematics and Computer Science
BMO Capital Markets March 2015 - Present
Bowen Advisors February 2014 - March 2015
Cambridge Associates September 2013 - February 2014
Bowen Advisors June 2012 - August 2012
New Ridge Technologies 2007 - 2008
Skills
Research, PowerPoint, Microsoft Excel, Microsoft Office, Editing, Entrepreneurship, Social Networking, International Relations, Financial Analysis, Analysis, Writing, International Business, Hebrew, Blogging, Salesforce.com, Capital IQ, Series 79
Education
Tufts University 2009 — 2013
BA, magna cum laude, International Relations, Economics minor
Tel Aviv University 2012 — 2012
The Park School of Baltimore 1999 — 2009
R.V. Kuhns & Associates, Inc. October 2012 - Present
Cambridge Associates June 2012 - October 2012
Cambridge Associates September 2011 - June 2012
Cambridge Associates September 2010 - September 2011
The Seneca Group LLC February 2010 - June 2010
UBS Wealth Management May 2009 - August 2009
Skills
Investments, Alternative Investments, Bloomberg, Hedge Funds, Asset Allocation, Defined Contribution, Defined Benefit, Endowments, Due Diligence, Portfolio Management, Financial Analysis, Valuation, Investment Management, Investment Strategies, Asset Management, Fixed Income
Education
The George Washington University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, International Business
Universidad Autonoma de Madrid 2009 — 2009
International Business Study Abroad Program
Central Catholic High School 2002 — 2006
PwC July 2015 - Present
PwC July 2013 - June 2015
RP Financial, LC March 2013 - June 2013
Exponential Growth Partners LLC December 2012 - March 2013
Cambridge Associates June 2012 - August 2012
U.S.-China Economic and Security Review Commission January 2012 - June 2012
USDA May 2010 - August 2010
Tenacity September 2006 - December 2006
Skills
Economics, Mandarin, Research, Microsoft Excel, SQL, Microsoft Visual Studio..., Quality Assurance, PowerPoint
Education
The George Washington University 2009 — 2013
BS; BA, Economics; Chinese
Buckingham Browne & Nichols High School 2005 — 2009
Hamilton College's ACC
Cambridge Associates July 2014 - Present
St. Lawrence University September 2011 - May 2014
Cambridge Associates June 2013 - August 2013
IPC Media November 2012 - December 2012
Susu Bakery and Boutique May 2012 - August 2012
Dana Hall School June 2010 - August 2012
Coffee Pond Photography June 2011 - August 2011
Education
St. Lawrence University 2010 — 2014
Bachelor's degree, Economics
Dana Hall School 2003 — 2010
CxORE September 2014 - Present
UC Davis Arboretum and Public Garden 2010 - Present
UC Davis College of Letters & Science Deans' Advisory Council 2006 - Present
Cambridge Associates September 1996 - March 2014
Studio Theatre 1992 - 2014
UC Davis Foundation Board of Trustees 2006 - 2012
UC Davis 2011 - 2011
UC Davis Foundation, Board of Trustees 1996 - 2002
Sallie Mae Subsidiary, CyberMark February 1994 - May 1996
Sallie Mae January 1988 - May 1996
Skills
Capital Markets, Public Finance, Financial Modeling, Alternative Investments, Fixed Income, Due Diligence, Investments, Venture Capital, Private Equity, Investment Banking, Hedge Funds, Asset Allocation, Investment Strategies, Asset Management, Finance, Executive Management
Education
Stanford University Graduate School of Business 1983 — 1985
Master of Business Administration (MBA), Public Management & Finance
University of California, Davis 1982 — 1983
Master of Arts (MA), Energy Policy & Regulation
University of California, Davis 1972 — 1976
Bachelor of Arts (B.A.) / Double Major, Political Science/Public Service & Mass Communication, Cum Laude
Oakdale High School (Oakdale, CA) 1968 — 1972
Diploma
Cambridge Associates March 2000 - June 2006
Bureau of Economic Analysis June 1998 - March 2000
Skills
Investments, Asset Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
St. Mary's College of Maryland 1994 — 1998
BS, Economics and Political Science
Cambridge Associates November 2012 - December 2014
AlphaSimplex Group, LLC February 2012 - August 2012
Putnam Investments September 2010 - February 2012
Wellington Management Company, LLP July 2008 - September 2010
Skills
Research, Bloomberg, Data Analysis, Fixed Income, Microsoft Excel, Investments, Financial Analysis, Investment Strategies, PowerPoint, Project Management, Institutional..., Economics, Mutual Funds, Analysis, Strategy, Trading, Financial Modeling, Access, Market Research, Asset Allocation, 40 Act Mutual Funds, institutional investors, RFP, Fact Sheets, client letters, training program...
Education
Simmons College 2004 — 2008
Bachelor of Arts, magna cum laude
Cambridge Associates May 2014 - Present
Wintrust Financial May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Windows, Access, Financial Modeling, Bloomberg Terminal, Capital Markets, Analysis, Finance, Investments
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Mortgage Bankers Association November 2014 - Present
Mortgage Bankers Association May 2013 - October 2014
League of Conservation Voters October 2012 - December 2012
Obama for America November 2011 - November 2012
Cambridge Associates March 2011 - October 2012
Cambridge Associates March 2008 - March 2011
Cambridge Associates June 2006 - June 2007
Skills
Performance Measurement, Asset Allocation, Volunteer Management, Coordinating Events, Sustainable Business, Account Management, Investments, Managing Deadlines, Microsoft Excel, Management, CRM, Green Economy
Education
The George Washington University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Secondary Field of Concentration in Geography
Jasper Ridge Partners (formerly Oak Hill Investment Management) September 2011 - Present
Samasource July 2010 - September 2010
Oak Hill Investment Management December 2006 - June 2009
Cambridge Associates August 2004 - December 2006
Skills
Private Equity, Venture Capital, Financial Modeling, Due Diligence, Valuation, Investments, Alternative Investments, Financial Analysis, Asset Management, Emerging Markets, Asset Allocation, Strategy, Entrepreneurship, Start-ups
Education
Stanford University Graduate School of Business 2009 — 2011
Master of Business Administration (M.B.A.)
Stanford University 2003 — 2004
Master of Arts (M.A.), English
Wellesley College 1999 — 2003
Bachelor of Arts (B.A.), Neuroscience and English (Honors)
Cambridge Associates January 2012 - Present
Brinker International November 1999 - November 2010
St Alcuin Montessori School July 2008 - July 2010
PricewaterhouseCoopers August 1990 - November 1999
Education
Southern Methodist University - Cox School of Business 1986 — 1990
BA, Major: Accounting, Minor: English
Cambridge Associates October 2013 - Present
Cambridge Associates, LLC July 2012 - October 2013
Cambridge Associates November 2005 - July 2012
Cambridge Associates January 2004 - November 2005
Temporary Solutions, INC October 2003 - December 2003
Temporary Solutions, INC September 2003 - September 2003
Washington Metropolitan Area Transit Authority June 2001 - August 2001
Skills
Attention To Detail, Quality Assurance, Customer Service, Mentoring, Microsoft Office, Time Management, Research, Data Entry, Training, Accounting, Software Documentation, Financial Reporting, Access, Financial Analysis, Portfolio Management, Data Analysis, Investments, Microsoft Word, PowerPoint, Microsoft Excel
Education
Strayer University 1998 — 2003
Bachelor of Science, Computer Information Systems
Strayer University-Maryland 1998 — 2003
Associates, Accounting
National Building Museum October 2011 - Present
Smithsonian National Museum of the American Indian June 2008 - February 2012
U.S. Capitol Guide Service 2005 - 2008
Fort Ward Museum and Historic Site 2004 - 2005
Corcoran Gallery of Art January 2004 - April 2004
United States Holocaust Memorial Museum January 2004 - April 2004
Cambridge Associates September 2001 - June 2003
Skills
Novice Written Italian, Novice Spoken Italian, Museum Education, Art History, Graphic Design, Customer Service, Art Education, Museums, Art, Research
Education
The George Washington University 2003 — 2004
MAT, Museum Education
State University of New York College at Geneseo 1995 — 1999
BA, Studio Art, English Literature
Hamburg Senior High School 1992 — 1995
NYS Regents Diploma
Gobal Partners LLC April 2010 - Present
BSCI, Inc. April 2007 - April 2009
Information Mapping, Inc September 1999 - April 2007
The Stride Rite Corp September 1997 - September 1999
New Balance Athletic Shoes June 1995 - September 1997
Cambridge Associates May 1994 - June 1995
The Pioneer Group June 1990 - May 1994
Pioneer Investments 1989 - 1994
Bank of New England May 1987 - December 1989
US Air Froce June 1976 - August 1980
Education
Suffolk University - Sawyer Business School 1981 — 1985
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
New Horizons
CCNA, Certified Cisco Network Admin
International Monetary Fund July 2013 - Present
Asociacion Costa Rica, Inc. December 2011 - Present
Dale Una Mano a Costa Rica October 2008 - Present
International Monetary Fund August 2011 - July 2013
Kiwanis Club of Washington, DC October 2010 - June 2013
International Monetary Fund July 2009 - August 2011
GWU September 2008 - April 2009
Consulate of Costa Rica January 2008 - July 2008
Cambridge Associates February 2008 - June 2008
Gelman Library - Special Collections September 2006 - July 2007
Skills
Non-profits, Fundraising, Research, Economics, Spanish, Public Speaking, Policy Analysis, International..., Community Outreach, International Relations, Stata, Editing, Event Management, Social Media, Event Planning, Public Relations, French, Data Analysis, Public Policy, Nonprofits, Government, Strategic Communications, Policy, Politics, Microsoft Office
Education
The George Washington University 2006 — 2008
International Affairs, International Economics and Development
Universidad Nacional 2005 — 2006
BA, International Relations
CFA Candidate
Level 2 Candidate, Chartered Financial Analyst
Schweser
Schweser
Cambridge Associates June 2015 - Present
Cambridge Associates July 2012 - June 2015
Education
The College of William and Mary - The Mason School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Corvinus University 2010 — 2010
Business School Summer Program
Booz Allen Hamilton 2015 - Present
Griswold & Company January 2014 - Present
Golfswell September 2015 - Present
Cambridge Associates September 2014 - December 2014
Standard & Poor's June 2014 - August 2014
George Washington University, Columbian College Office of Technology Services September 2013 - May 2014
U.S. Chamber of Commerce January 2013 - May 2013
Kirov Academy of Ballet of Washington, DC May 2012 - May 2013
George Washington University: The Eleanor Roosevelt Papers Project August 2012 - January 2013
Civil War Trust January 2012 - May 2012
Skills
Data Science, Econometrics, R, Microsoft Excel, Cloud Computing, Financial Analysis, Data Visualization, Research, Statistical Data..., SPSS, HTML, Objective-C, Python, HTML 5, PHP, CSS Javascript, Excel VBA, Data Warehousing, Data Analysis, Data Mining, Data Modeling, Exploratory Data..., Web Scraping, Web Development, Machine Learning, Systems Analysis, Business Analysis, Hadoop
Education
The George Washington University
Bachelor's Degree, Economics, International Affairs, Cum Laude
Mashpee High School 2007 — 2011
Standish Mellon Asset Management Company LLC June 2015 - Present
Standish Mellon Asset Management Company LLC July 2013 - June 2015
State Street Bank April 2009 - February 2012
Cambridge Associates 2012 - 2012
Skills
Financial Reporting, Manage Client..., Microsoft Excel, PowerPoint, Data Analysis, Fixed Income, Qualitative Research, Ad Hoc Reporting, Bloomberg, CRM, Sales, Marketing
Education
Suffolk University 2004 — 2008
Bachelor of Science (B.S.), Marketing
Wakefield High School 2000 — 2004
High School Diploma
Chicago Bears July 2015 - Present
CTPartners November 2014 - June 2015
Cambridge Associates May 2008 - July 2014
MCAF July 2013 - June 2014
Cambridge Associates January 2007 - May 2008
Comcast July 2006 - January 2007
Comcast 2005 - July 2006
Comcast 2003 - 2005
Skills
Word, PowerPoint, Outlook, Time Management, WebEx, Multitasker, Invoice Processing, Budget Preparation, Budget Tracking, Budget Management, Account Reconciliation, Data Entry, Excel, Administrative Support, Microsoft Office, Conference Coordination, Coordinate Meetings, Microsoft Excel, Organized Multi-tasker, Budgets, Management, Training, Invoicing, Analysis, Event Planning, Research, Finance, Customer Service, Fundraising, Leadership, Administrative..., Microsoft Word, Nonprofits, Employee Benefits
Education
Strayer University (DC)
Bachelor, Business Administration, summa cum laude
Schoolcraft College
Associate in Applied Science, Marketing Applied Management
Schoolcraft College
Associate Applied Science, Business Administration
Strategic Investment Group March 2015 - Present
Cambridge Associates April 2013 - February 2015
Cambridge Associates 2011 - 2013
U.S. Department of Commerce August 2010 - May 2011
American World Services Corporation November 2009 - May 2010
Skills
Market Research, Economics, Hedge Funds, Equity Research, Institutional..., Alternative Investments, Access, International Trade..., Economic Development...
Education
The George Washington University 2009 — 2011
Master of Arts (M.A.), International Trade and Investment Policy
The University of North Carolina at Chapel Hill 2005 — 2008
B.A., Economics, International Studies, French
L’Université Paris 2007 — 2007
International Language Program
Cambridge Associates September 2014 - Present
Eagle Investment Systems February 2012 - September 2014
Reebok September 2011 - December 2011
Suffolk University September 2010 - December 2011
Hartford Hospital September 2009 - August 2010
Vernon Housing Authority June 2004 - August 2009
The Leukemia & Lymphoma Society January 2008 - May 2008
Skills
Customer Insight, Marketing, Marketing Communications, Microsoft Office, Social Media
Education
Suffolk University 2010 — 2011
MA, Communication:PR & Advertising
Siena College 2005 — 2009
BS, Sociology
Total Site Development 2014 - 2015
Total Site Development 2014 - 2015
The Citco Group of Companies May 2014 - November 2014
Cambridge Associates December 2012 - April 2014
Cambridge Associates August 2010 - July 2012
eXude Benefits Group May 2009 - August 2010
Skills
Certified Construction...
Education
Temple University 2006 — 2010
Bachelor, Finance
Torray LLC July 2014 - Present
Cambridge Associates January 2009 - January 2012
Deutsche Bank January 2008 - January 2009
Merrill Lynch June 2007 - September 2007
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Investments
Education
University of Virginia Darden School of Business 2012 — 2014
Master of Business Administration (MBA)
Stanford University
Bachelor of Arts (B.A.), International Relations
Nationstar Mortgage July 2013 - Present
Capital One January 2012 - July 2013
Capital One October 2010 - December 2011
Capital One December 2006 - October 2010
Circuit City October 2005 - December 2006
Circuit City July 2004 - October 2005
USA Today April 2002 - June 2004
XO Communications April 2000 - April 2002
Cambridge Associates June 1999 - April 2000
Skills
Project Portfolio..., Project Governance, Project Management, Project Planning, Resource Management, Requirements Gathering, Agile Project Management, Forecasting, Business Analysis, Finance, Accounting, Analysis, General Ledger, Account Reconciliation, Banking, Business Process..., Budgets, Financial Analysis, Variance Analysis, Cross-functional Team..., Risk Management, Accounts Receivable, Budget Analysis, Strategic Financial..., Management, Reconciliation, Financial Modeling, Internal Controls, GAAP, Budgeting, Spreadsheets, Financial Management, Outlook, Excel, PowerPoint, Microsoft Office, PeopleSoft, Essbase, Word, US GAAP, Outsourcing, Acquisition Integration, Visio, Process Improvement, Valuation, Financial Services, Leadership, Strategy, Portfolio Management, Vendor Management
Education
Virginia Commonwealth University - School of Business 2006 — 2008
Accounting
The College of William and Mary 1995 — 1999
BBA, Finance
The College of William and Mary - The Mason School of Business 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
PIMCO August 2015 - Present
PIMCO June 2014 - August 2014
Cavalier Capital LLC October 2013 - May 2014
Cambridge Associates May 2010 - February 2013
Cambridge Associates July 2008 - April 2010
UNC Management Company May 2007 - July 2007
Tennessee Department of Economic and Community Development May 2006 - July 2006
Skills
Mutual Funds, Economics, Leadership, Alternative Investments, Valuation, Financial Analysis, Investments, Hedge Funds, Bloomberg, Equity Research
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA)
Sewanee-The University of the South 2004 — 2008
BA, Economics
General Atlantic August 2013 - Present
Cambridge Associates June 2012 - August 2012
Stanford Institute for Economic Policy Research September 2010 - June 2012
Stanford Economics Department 2011 - 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Stata, Economics, Public Speaking, Entrepreneurship, Business Analysis, Java
Education
Stanford University 2009 — 2013
BA, Economics
Phillips Academy Andover 2005 — 2009
Innovest Portfolio Solutions August 2002 - Present
Redstone Capital 1999 - 2002
Innovest Portfolio Solutions 1996 - 1999
Boston Co. 1995 - 1996
Fidelity Investments 1994 - 1995
Shetland 1993 - 1994
Cambridge Associates 1990 - 1993
Skills
Portfolio Management, Alternative Investments, Investments, Hedge Funds, Due Diligence, Asset Allocation, Private Equity, Asset Management, Capital Markets, Equities, Fixed Income, Financial Modeling, Securities, Risk Management, Financial Analysis, Customer Relations, Strategic Planning, Business Strategy, Negotiation, Product Development, Trading, Research, Venture Capital, Real Estate, Financial Planning, Excel, New Business Development, Business Planning, Team Building, Microsoft Office, Process Improvement, Wealth Management, Financial Markets, Derivatives, Institutional..., Mutual Funds, Investment Strategies, Customer Service
Education
The George Washington University 1984 — 1991
MBA, Finance & Investments
The George Washington University - School of Business 1984 — 1988
BA, Business Economics & Public Policy
Cambridge Associates January 2014 - Present
Accel Partners September 2013 - January 2014
Velos Partners June 2013 - August 2013
Cambridge Associates June 2012 - August 2012
Paola Quadretti August 2011 - December 2011
Skills
Microsoft Office, Financial Modeling
Education
Stanford University 2009 — 2013
Bachelor of Arts (B.A.), History
Milton Academy
The David and Lucile Packard Foundation June 2014 - Present
Cambridge Associates December 2013 - June 2014
Cambridge Associates January 2012 - December 2013
Education
Stanford University 2007 — 2011
Bachelor’s Degree, Political Science
Senior Operations, Metal Bellows March 2015 - Present
Highline United October 2013 - March 2015
Cambridge Associates June 2012 - October 2013
Oliver Wyman October 2011 - May 2012
Skills
Oracle Applications, Lawson General Ledger, Microsoft Excel, Microsoft Word, Microsoft Office, Organization
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (M.B.A.), Accounting
Franklin Pierce University 2007 — 2011
Bachelor of Science, Business Management, 3.5
The Pew Charitable Trusts September 2010 - Present
Intelsat Corporation May 2004 - September 2010
Kforce 2000 - 2004
Sci-Tek Professionals 2003 - 2003
Cambridge Associates September 1998 - March 2000
Skills
Talent Acquisition, Executive Search, Technical Recruiting, Workforce Planning, Interviewing, Recruitment/Retention, Sourcing, Onboarding, Full-cycle Recruiting, Recruitment Advertising, Hiring, Vendor Management, Strategic Planning, Process Improvement, Employment Law, Employer Branding, Metrics, Applicant Tracking..., Team Leadership, Budgeting, Policy, Compliance, Background Checks, Negotiation, Human Resources, Recruiting, Performance Management, Talent Management, Interviews, Leadership Development, Leadership, SDLC, Budgets, Employee Relations, HRIS
Education
The George Washington University 1994 — 1998
BBA, Business
Winston Churchill HS 1990 — 1994
Cambridge Associates September 2015 - Present
Chesapeake Bay Maritime Museum December 2014 - July 2015
Arabella Advisors October 2013 - November 2014
Arabella Advisors May 2012 - October 2013
Peace Corps August 2009 - August 2011
Mitakides for Congress August 2008 - November 2008
Skills
International..., Community Outreach, Program Evaluation, Non-profits, Nonprofits, Grant Writing, Research, Fundraising, Volunteer Management, Grants, Policy Analysis, Politics, Government, Event Management, Public Relations, Youth Development, Strategic Planning, Strategic Communications, Capacity Building, Political Campaigns, Qualitative Research, Grassroots Organizing, Philanthropy, Program Development, Public Policy, NGOs, Event Planning, Community Development, Public Speaking, Editing, Spanish, Policy, International Relations
Education
Sewanee-The University of the South 2004 — 2008
B.A., Art History; Spanish
The George Washington University June 2011 - Present
Washington Redskins April 2010 - May 2011
Cambridge Associates January 2008 - April 2010
Pennsylvania State Employees Retirement System May 2004 - August 2006
Skills
SAS, Matlab, Visual Basic, Bloomberg, Data Modeling, Econometrics
Education
The George Washington University 2015 — 2017
Master of Arts (MA), Applied Economics
The George Washington University 2012 — 2014
Master of Science (MS), Finance
University of Pittsburgh 2003 — 2007
Bachelor's degree (BS), Finance, Economics, Music
Cambridge Associates July 2014 - Present
Cambridge Associates July 2013 - July 2014
Cambridge Associates October 2010 - June 2013
The Engineering Center May 2009 - October 2010
Wayfair August 2008 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Management, Market Research, Customer Service, Administrative..., Sales, Administrative..., Event Planning, Meeting Planning, Social Media, Corporate Events, Event Management
Education
Southern New Hampshire University 2004 — 2008
Bachelor of Business Administration (BBA)
Cambridge Associates July 2015 - Present
Cambridge Associates July 2014 - June 2015
Cambridge Associates March 2012 - June 2014
Reicon Capital June 2010 - March 2012
Skills
Investments, Private Equity, Alternative Investments, Finance, Financial Analysis, Investment Banking, Financial Modeling, Microsoft Excel, Valuation, Research
Education
Sewanee-The University of the South 2006 — 2010
BA, Economics
Dartmouth College - The Tuck School of Business at Dartmouth
Cambridge Associates July 2015 - Present
Cambridge Associates December 2014 - Present
Cambridge Associates July 2011 - Present
Hill Holliday June 2009 - August 2009
Skills
Marketing Strategy, Social Media, Advertising, Facebook, PowerPoint, Statistics, Financial Modeling, Market Research
Education
St. Lawrence University 2007 — 2011
B.S.
Cambridge Associates June 2015 - Present
Cambridge Associates February 2014 - May 2015
Cambridge Associates June 2011 - January 2014
BNP Paribas May 2009 - August 2009
Skills
Due Diligence, Microsoft Excel, Financial Reporting, Market Research, PowerPoint, Research, Microsoft Office, SAS, Financial Services
Education
The George Washington University 2007 — 2011
Bachelor of Business Administration, International Business/Economics
University of New South Wales 2010 — 2011
Gulfstream Capital Partners September 2012 - February 2015
Cambridge Associates July 2011 - September 2012
Morgan Stanley Smith Barney June 2009 - August 2009
Morgan Keegan May 2008 - August 2008
Sterne, Agee & Leach May 2007 - August 2007
Education
Southern Methodist University
B.B.A., Finance
Southern Methodist University
B.A., Economics
Editorial Projects in Education February 2009 - Present
Association for Computing Machinery (ACM) 2008 - Present
Editorial Projects in Education May 2005 - April 2009
Computer Professionals for Social Responsibility (CPSR) August 2002 - June 2006
Media Matters for America October 2004 - April 2005
NASD November 2003 - October 2004
DC Government January 2003 - August 2003
The Adrenaline Group April 2000 - April 2002
Exit1 Incorporated July 1999 - April 2000
Cambridge Associates July 1997 - July 1999
Skills
Information Architecture, Social Networking, Web Analytics, CMS, Web Development, Usability, IT Strategy, User Interface, Technology Management, Social Media, Digital Strategy, Web Content Management, Social Media Marketing, Software Development, HTML, Project Management, Blogging, Strategy, User Experience, Management, User Interface Design, Leadership, E-commerce, Consulting
Education
The George Washington University 1990 — 1993
M.A., Science, Technology and Public Policy
Yale University 1978 — 1984
B.S., Electrical Engineering
Allen High School 1975 — 1978
diploma
Maxim Healthcare Services April 2014 - Present
Robert Half Finance & Accounting March 2013 - December 2013
Cambridge Associates March 2012 - July 2012
U.S. Department of State June 2010 - March 2011
Cleveland Financial Group June 2009 - August 2009
EnviroScience, Inc. May 2006 - August 2009
Skills
Research, PowerPoint, Data Analysis, Microsoft Office, Microsoft Excel, Spanish, Financial Analysis, Social Media, Public Speaking, Financial Modeling, Economics, Recruiting, Healthcare, International Relations, Leadership
Education
The College of William and Mary 2006 — 2010
BBA, Finance-international emphasis, Government
The College of William and Mary - The Mason School of Business 2006 — 2010
BBA, BA, Finance- International Emphasis & Government
University of Hyderabad 2008 — 2008
Political Science, Hindi
Cambridge Associates March 2015 - Present
Cambridge Associates November 2011 - March 2015
Skills
Equities, Statistics, Data Analysis, Research, Analysis, Financial Analysis, Fixed Income, Asset Allocation, Finance, Mutual Funds, Investment Management
Education
State University of New York at Stony Brook 2008 — 2011
Bachelor of Science (B.S.), Mathematics / Applied Mathematics
2015 Level II Candidate in the CFA Program
WealthForge November 2014 - Present
WealthForge Holdings, Inc. May 2014 - October 2014
People Helping People Global January 2013 - July 2013
Cambridge Associates June 2011 - December 2012
Cambridge Associates December 2009 - June 2011
Cambridge Associates September 2008 - December 2009
Keiter Stephens February 2006 - August 2007
Skills
Agriculture, Due Diligence, Private Investment, Alternative Investments, Financial Modeling, Private Equity, Asset Allocation, Portfolio Management, Equities, Bloomberg, Financial Analysis, Asset Managment, Capital Markets, Fixed Income, Investments, Financial Literacy..., Finance, International..., Poverty Reduction, Analysis, Microfinance, Business Analysis, Microsoft Excel, Loan Portfolio Analysis, Asset Management, Negotiation, Program Management, Microsoft Office
Education
The College of William and Mary - The Mason School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Richmond - Robins School of Business 2004 — 2008
BSBA, Accounting, Finance - Minor in Spanish
Universidad de Deusto 2006 — 2006
Business Study Abroad Program
Cambridge Associates June 2012 - Present
Boston Scientific September 2009 - June 2012
Pfizer April 1998 - May 2009
General Motors June 1997 - March 1998
Advertising Audit Service, Inc. September 1996 - June 1997
Education
Southern Polytechnic State University 1995 — 1996
M.S., Computer Science
Tongji University 1987 — 1992
B.S., Architecture
Cambridge Associates August 2015 - Present
Teach For America May 2013 - Present
Envision Experience June 2014 - August 2014
The Catholic University of America January 2012 - May 2013
Webs June 2012 - August 2012
The Catholic University of America August 2011 - January 2012
Webs June 2011 - August 2011
Skills
Event Planning, Curriculum Planning, Data Tracking, Organization Skills, Curriculum Design, Project Planning, Microsoft Office, Data Analysis, Teaching, Student Organizations, Higher Education, Leadership
Education
The Catholic University of America 2009 — 2013
Bachelor's Degree, Psychology and Biology
Cambridge Associates July 2015 - Present
Teach For America May 2013 - June 2015
Phillips Student Investment Fund January 2013 - May 2013
GWU Center for Student Engagement August 2011 - May 2013
George Washington University School of Business March 2010 - April 2013
George Washington University Admissions Office August 2012 - December 2012
U.S. Government Accountability Office June 2012 - August 2012
Manasquan River Golf Club May 2009 - August 2012
endeavor dc January 2012 - May 2012
George Washington University School of Business August 2010 - May 2011
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Accountancy, Magna Cum Laude
Weil Gotshal and Manges September 2008 - Present
General Electric May 2007 - August 2007
First Marblehead August 2005 - July 2007
First Marblehead January 2005 - August 2005
Cambridge Associates June 2003 - January 2005
Cambridge Associates July 2001 - June 2003
Education
Vermont Law School 2005 — 2008
J.D. & M.S.E.L., Law
St. Lawrence University 1997 — 2001
B.A., Economics
MMU
George Washington University, School of Business August 2008 - May 2010
ExxonMobil June 2009 - August 2009
Cambridge Associates September 2004 - August 2008
Skills
Talent Management, Change Management, Recruiting
Education
The George Washington University - School of Business 2008 — 2010
MBA, Human Capital Management
Virginia Polytechnic Institute and State University 2000 — 2004
Fitbit, Inc. October 2010 - Present
Consumer Electronics Association 2014 - Present
Avanti Growth Partners November 2007 - October 2010
Outward Bound Bay Area (now Outward Bound California) July 2007 - September 2010
CamelBak 1999 - 2005
Kransco Partners 1994 - 1999
Kransco Group Companies 1989 - 1994
General Mills, Inc 1985 - 1989
Cambridge Associates 1981 - 1983
Education
Stanford University Graduate School of Business 1983 — 1985
MBA
Williams College 1977 — 1981
BA, History
Georgetown University August 2013 - Present
The National Trust for Historic Preservation January 2009 - July 2013
Gammon & Grange, P.C. October 2006 - May 2008
Cambridge Associates 2000 - 2002
Skills
Legal Writing, Legal Research, Higher Education, Nonprofits, Corporate Law, Grants, Non-profits, Grant Writing, Fundraising, Litigation, Volunteer Management
Education
The Catholic University of America, Columbus School of Law 2003 — 2006
J.D.
Vassar College 1996 — 2000
Bachelor of Arts, Economics, Art History
Cambridge Associates December 2013 - Present
Interactive Data 2007 - 2013
Interactive Data 2002 - 2007
Interactive Data 1998 - 2002
Interactive Data 1996 - 1998
Interactive Data 1995 - 1996
Skills
Process Improvement, Vendor Management, SDLC, Reference Data, Project Management, Business Analysis, Software Project..., Program Management, Change Management, Quality Assurance, ITIL, Problem Management, Strategic Planning, World-Class Operations, Root Cause Analysis, Tool Creation, Compliance, Talent Development, Goal Setting, Performance Management, Crisis Management, Benchmarking, Technical and Creative..., Communications, Consensus Building, Customer Service, Documentation, Business Process..., Process Management, Process Optimization, Reporting & Analysis, Incident Management, Software Documentation, Talent Management, Cross-functional Team..., Account Management, PMO, User Acceptance Testing, Strategy, Requirements Gathering, CRM, Agile Project Management, Analytics, SaaS, IT Strategy, Agile Methodologies
Education
Wentworth Institute of Technology 2014 — 2015
Graduate Certificate, Data Analytics
University of Virginia 1992 — 1994
MA, German Language and Literature
Smith College 1987 — 1991
BA, French Language and Literature
Credit Suisse 2011 - 2013
Credit Suisse 2007 - 2011
Beta Capital Management 2001 - 2007
Jacobs Asset Management 1998 - 2000
Cambridge Associates 1996 - 1998
Skills
Financial Services, Financial Markets, Investments, Mutual Funds, Financial Analysis, Securities, Equities, Banking, Wealth Management, Series 7, Series 63
Education
The George Washington University - School of Business 1990 — 1994
Bachelor of Business Administration (BBA), Finance
Cambridge Associates June 2004 - Present
Cambridge Associates June 2004 - July 2009
Education
The George Washington University - School of Business 2000 — 2004
BA, Finance
s/v Smitty 2015 - Present
Harvard Management Company 2012 - Present
Cambridge Associates 2009 - 2012
Northland Investment Corporation 2005 - 2009
CBIZ Tofias and Mayer Hoffman McCann P.C. - Tofias New England Division, 2003 - 2005
Braver PC (acquired by Marcum LLP - January 2014) 1998 - 2003
Skills
Financial Analysis, Account Reconciliation, General Ledger, Due Diligence, GAAP, Asset Managment, Financial Accounting, Real Estate, Internal Controls, Tax, Accounts Payable, Budgets, QuickBooks, Microsoft Excel, SEC filings
Education
New England Maritime
Sail - Completed the USCG Approved Curriculum for Auxiliary Sail
New England Maritime
Master 100 Ton - Completed the USCG Approved Curriculum for Master 100 Ton
Southern Connecticut State University
Bachelor of Science (BS), Accounting
Gibson, Dunn & Crutcher LLP October 2012 - Present
Cambridge Associates July 2007 - June 2009
Education
Stanford Law School 2009 — 2012
J.D., with Pro Bono Distinction
Stanford University 2003 — 2007
B.A., English, with Distinction
Cambridge Associates Philanthropy Incubator AssociateCommunity Foundation Silicon ValleyJune 2005 - December 2006
Education
Stanford University 2000 — 2004
JPMorgan Chase January 2015 - Present
JPMorgan Chase November 2012 - December 2014
JPMorgan Chase September 2012 - November 2012
Cambridge Associates June 2010 - July 2012
Cambridge Associates March 2010 - June 2010
Cambridge Associates June 2008 - March 2010
Merrill Lynch September 2007 - January 2008
Shenkman Capital Management June 2007 - August 2007
Skills
Financial Analysis, Investments, Financial Reporting, Financial Modeling, Bloomberg, Performance Measurement, Investment Performance, Performance Reporting, Quality Assurance, GIPS Compliance, GIPS, Verification, Composite Structures, Asset Management
Education
The George Washington University 2004 — 2008
BBA, Finance
The George Washington University - School of Business 2004 — 2008
BBA, Finance
Mater Dei 2000 — 2004
Grant Thornton LLP January 2010 - October 2011
The Carlyle Group January 2006 - December 2009
Cambridge Associates June 2000 - December 2005
Education
The George Washington University - School of Business 2004 — 2007
M.B.A.
William & Mary 1996 — 2000
B.B.A., Finance
Centerville High School
PwC July 2014 - Present
Thomson Reuters August 2009 - June 2014
Thomson Reuters July 2006 - August 2009
Cambridge Associates September 2005 - June 2006
Skills
Financial Markets, Business Analysis, Equities, Capital Markets, Investment Banking, Financial Services, Fixed Income, Analysis, Management Consulting, Project Management, Financial Analysis, Valuation, Vendor Management, Business Development, Analytics, Corporate Finance, Strategy, Portfolio Management
Education
The George Washington University - School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Finance and International Business
University of Sydney
Cambridge Associates July 2011 - Present
Cambridge Associates August 2006 - August 2011
Cambridge Associates July 2004 - August 2006
Employee Benefits Solutions June 2003 - July 2004
Education
Southwestern University 1999 — 2003
Bachelor of Arts, Business
Tapingo April 2014 - Present
Tapingo April 2013 - April 2014
Cambridge Associates January 2012 - April 2013
Cambridge Associates June 2011 - January 2012
Cambridge Associates September 2010 - June 2011
Combined Properties September 2009 - April 2010
Armstrong Fleming and Moore, Inc. October 2007 - September 2009
Ray Lucia Companies May 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Bloomberg, Investments, Asset Managment, Microsoft Excel, Due Diligence, Bloomberg Terminal, Portfolio Management, PowerPoint, Microsoft Office, Sales, Account Management, Sales Operations, Asset Allocation, Financial Reporting, Finance
Education
The George Washington University 2006 — 2010
Bachelor of Business Administration (B.B.A.), International Business
The George Washington University - School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Coverys June 2014 - Present
Cambridge Associates October 2008 - June 2014
Beacon Partners February 2007 - October 2008
TeleTech January 2005 - January 2007
NCO Group January 2004 - January 2005
Skills
Interviews, Applicant Tracking..., Employee Relations, Screening Resumes, Talent Acquisition, College Recruiting, Hiring, Onboarding, Human Resources, New Hire Orientations, Behavioral Interviewing, Financial Recruiting, Taleo, Headcount Reporting, Temporary Staffing, Team Management, Talent Management, Training, Recruiting, Sourcing, Exit Interviews, SharePoint, Compensation, Performance Management, Strategic Sourcing
Education
State University of New York at Buffalo - School of Management 1999 — 2003
BS, Business Administration Concentrations in Human Resources and Marketing
Atlas Venture January 2015 - Present
Cambridge Associates July 2011 - January 2015
Partners Capital LLP August 2009 - June 2011
New England Private Wealth Advisors, LLC July 2007 - April 2009
Skills
Investments, Alternative Investments, Private Equity, Microsoft Excel, Due Diligence, Microsoft Office, Data Analysis
Education
Simmons College 2003 — 2007
B.S., Math, Economics
Unigestion January 2013 - Present
Cambridge Associates June 2010 - October 2012
Skills
Financial Modeling, Private Investment, Alternative Investments, Financial Analysis, Investments, Valuation, Portfolio Management, Private Equity, Due Diligence, Asset Management, Asset Allocation
Education
The George Washington University - School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Booz Allen Hamilton June 2013 - Present
Cambridge Associates November 2011 - May 2013
Gap International September 2008 - August 2010
Education
The George Washington University 2012 — 2014
Masters in Public Administration
Princeton University 2004 — 2008
BA, American History
Niskayuna High School 2000 — 2004
Edward Jones 2012 - 2013
Wealth Impact Partners 2010 - 2011
Lake Street Advisors, LLC 2009 - 2009
Keel Point Advisors 2003 - 2008
Cambridge Associates 2001 - 2003
Skills
Philanthropy, Leadership, Strategy, Teamwork, Connectors
Education
Gordon Conwell Theological Seminary 2011 — 2018
Master of Art in Religion, Workplace Theology Ethics and Leadership
The American College 2010 — 2010
Certificate, Chartered Advisor in Philanthropy
College for Financial Planning 2005 — 2008
Certificate, Financial Planning
James Madison University - College of Business 1996 — 2000
BBA, Finance
George C. Marshall High School
The American College
CIFC Asset Management November 2014 - Present
BMO Capital Markets September 2012 - October 2014
Cambridge Associates January 2012 - September 2012
Cambridge Associates August 2008 - December 2011
Smith Barney 2007 - 2008
Education
Stonehill College 2004 — 2008
B.A., Economics
LectureLinx November 2011 - September 2013
New England Medical Technology, LLC September 2010 - October 2011
Wesleyan University September 2007 - November 2009
Circle of Care for families of children with cancer January 2005 - October 2009
Cambridge Associates 1988 - 1991
Skills
Event Planning, Nonprofits, Event Management, Training, Program Management
Education
Smith College
BA, Economics
Always Best Care Senior Services of Mid-Montgomery County January 2014 - Present
Cambridge Associates July 2007 - August 2013
Cambridge Associates January 2002 - June 2007
Cambridge Associates July 1997 - December 2001
Cambridge Associates July 1991 - June 1997
Cambridge Associates January 1989 - June 1991
Skills
Financial Analysis, Global Business..., Strategic Planning, Recruiting, Staff Development, Visionary, Operations Management, Customer Satisfaction, Team Building, Leadership, Data Analysis, Customer Relations, Human Relations, Department Budgeting, Department..., Revenue Forecasting, Product Development, Customer Service, Due Diligence, Financial Modeling, Investments, Portfolio Management, Strategic Financial..., Creative..., People Skills, Analysis, Marketing Strategy, Research, Strategy, Management
Education
The George Washington University - School of Business 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance
Cambridge Associates June 2008 - Present
Lincoln Center for the Performing Arts June 2007 - August 2007
Casa de Sion June 2006 - August 2006
Education
Stanford University 2004 — 2008
B.A., English
CircleUp September 2014 - Present
Goldman Sachs August 2010 - August 2014
Cambridge Associates July 2008 - August 2010
Motley Coffeehouse September 2004 - May 2008
Sensis Corporation June 2004 - August 2004
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Manager Selection, Private Equity, Institutional Investors, Investment Strategies, Asset Managment, Endowments, Wealth Management, Private Client Services, Client Service Oriented, Cash Management, Investment Management, Asset Management, Investments
Education
Scripps College 2004 — 2008
BA, Economics
Emma Willard School 2002 — 2004
High School, General Studies
Bank of America Merrill Lynch May 2012 - Present
Bank of America Merrill Lynch January 2003 - May 2012
Cambridge Associates 1995 - 2000
Skills
Banking, Financial Analysis, Credit, Credit Analysis, Commercial Lending, Financial Modeling, Commercial Banking, Portfolio Management, Loans, Finance
Education
Southern Methodist University - Cox School of Business 2000 — 2002
Master of Business Administration (MBA), Finance, General
University of Maryland College Park
Bachelor of Science (B.S.), Accounting and Finance
Cambridge Associates October 2014 - Present
Cambridge Associates September 2014 - October 2014
Cambridge Associates November 2013 - September 2014
Azzad Asset Management January 2013 - November 2013
George Washington University August 2012 - March 2013
FRANdata June 2012 - December 2012
Institute for International Economic Policy March 2012 - May 2012
China Bohai Bank May 2011 - July 2011
Aflac October 2010 - May 2011
Skills
Data Analysis, Valuation, Bloomberg Terminal, SAS, Highly detail oriented, Flexibility, Analysis, Market Research, Quantitative Analytics, Research, Corporate Finance, Economics, Financial Analysis, Finance, Financial Modeling, Bloomberg, Investments, Econometrics, Microsoft Excel, Databases, Data Mining
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Cambridge Associates May 2013 - Present
Skills
PowerPoint, Outlook, Photoshop, Online Advertising, Interviewing, HTML, Excel, Inside Sales, Direct Recruiting, Technical Recruiting, Customer Relations, Customer Service, Contract Recruitment, Recruiting, Applicant Tracking..., Talent Acquisition, Microsoft Excel, Marketing, Management, Interviews, Human Resources
Education
University of San Diego 2005 — 2009
BA
Stellenbosch University/Universiteit Stellenbosch 2007 — 2007
Semester Study Abroad
Winston Churchill high school
Cambridge Associates January 2015 - Present
Cambridge Associates July 2013 - January 2015
Federal Street Advisors October 2011 - July 2013
Investor Group Services (IGS) June 2011 - November 2011
Senator Jack Reed's Office June 2010 - August 2010
Worcester County Sheriff's Office May 2009 - August 2009
Skills
Event Planning, Fundraising, Analysis, Social Media, Blogging, Data Analysis, Due Diligence, Policy Analysis, Project Management, Public Speaking, Investments, Research
Education
Skidmore College 2009 — 2011
BA, Government
Deloitte December 2012 - Present
Cambridge Associates October 2011 - November 2012
PwC January 2004 - September 2011
Skills
Expatriate Tax, Expatriate Management, International HR, Global Mobility, Global Compensation and..., Tax, Income Tax, International Tax, Tax Returns
Education
Texas A&M Commerce 2009 — 2011
MBA, Business
University of Houston 2001 — 2005
BBA, Accounting
Cambridge Associates November 2014 - Present
CoStar Group May 2012 - November 2014
Genesis Systems Inc. September 2004 - April 2012
Freeze Inc February 2002 - September 2004
Skills
.NET, C#, Domain Driven Design..., WCF, Entity Framework, SQL Server 2000-2008, ASP.NET MVC, Hardware/Software Load..., Single Sign On, ExtJS, JavaScript, Transport/Message level..., ADO.NET, Web Services, Design Patterns, XSLT, XML, OOP, IIS, Web Applications, jQuery, Agile Methodologies, CSS, REST, SOAP, SOA
Education
St. Cloud State University 2002 — 2005
Masters, Computer Science
Cambridge Associates April 2014 - Present
Freedom House September 2012 - April 2014
Freedom House 2011 - 2012
Skills
International..., Foreign Policy, International Relations, Research, Russian, Public Policy, Government, Data Analysis, Nonprofits, Policy Analysis, Policy, English, Political Science, Public Speaking, Fundraising, Politics, Microsoft Office
Education
The George Washington University 2008 — 2012
Bachelor of Arts (B.A.), International Economics
Eaton Vance June 2014 - Present
Creciente Partners Investment Management, LLC June 2015 - Present
Brown University July 2000 - December 2012
Duke Management Company September 1995 - June 2000
Cambridge Associates August 1989 - July 1995
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
Master of Business Administration (MBA)
Stanford University 1979 — 1983
Bachelor of Arts (BA)
Cambridge Associates October 2013 - Present
Jefferies & Company - Temporary through Premier Staffing April 2010 - April 2013
Plugz Electric Bikes January 2010 - January 2012
Rabin Worldwide Auctioneers & Appraisers January 2009 - January 2010
Citikids Baby-News Inc January 2007 - January 2009
Rabin Worldwide Auctioneers & Appraisers January 2006 - January 2007
UBM Tech September 2005 - November 2005
Skills
Technical Writing, Copy Editing, Copywriting, Customer Service, Expense Reports, Filing, Supervisory Experience, Answering Phones, Supply Management, Microsoft Office, Search Advertising, Advertising, Client Interfacing..., Windows 7, Mac OS X, World Class Customer..., Audio Visual Support, Retail Sales, Concur, CRM, Website Updating, Drafting Proposals, Employee Training, Accurate Data Entry, Google Adwords, InDesign, Online Research, Presentation Production, Production Budgeting, Mailroom Operations, Receptionist Duties, Supply Ordering, Teleconferencing
Education
United Bicycle Institute 2009 — 2009
Certificate, Professional Repair and Shop Operation, Bicycle Mechanics and Repair Technology/Technician
San Francisco State University 2000 — 2006
Bachelor of Arts, Technical & Professional Writing
St. Ignatius College Preperatory 1996 — 2000
Diploma, High School
Nomura Securities November 2012 - Present
KCG Holdings, Inc. August 2009 - October 2012
Tiedemann Investment Group June 2006 - March 2009
Advent Capital Management July 2003 - May 2006
Tradition December 2001 - April 2003
Clemente Capital July 2000 - September 2001
Stratos advisors and VZB Partners March 1995 - March 2000
Salomon Brothers September 1992 - March 1995
Morgan Stanley January 1991 - September 1992
Cambridge Associates June 1990 - January 1991
Skills
Hedge Funds, Financial Analysis, Trading, Money Management, Research, Equities, Portfolio Management, Equity Research, Emerging Markets, Mutual Funds
Education
Wesleyan University 1986 — 1990
Bachelor of Arts (B.A.), classics and history
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
Swinburne University of Technology
Master's Degree, Astrophysics
World Bank Group (Contract Assignment) July 2015 - July 2015
Akimeka, LLC - A Subsidiary of VSE Corporation May 2015 - June 2015
The Air-Conditioning, Heating, and Refrigeration Institute (AHRI) - (Contract Assignment) October 2014 - January 2015
Cambridge Associates February 2011 - August 2014
The Arc Montgomery County April 2009 - May 2011
Edelman Financial Services June 2009 - February 2011
Accenture September 2005 - March 2009
Syrasoft Self Storage Software October 2004 - June 2005
Skills
.NET, Web Development, SQL, Microsoft SQL Server, Software Development, JavaScript, XML, Requirements Analysis
Education
Syracuse University 2003 — 2005
Master of Science (M.S.), Information Management
University of Pennsylvania 1996 — 2000
Bachelor of Arts (B.A.), Economics