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.
Cambridge Associates Salaries. You can even request information on how much does Cambridge Associates pay if you want to. Learn about salaries, pros and cons of working for Cambridge Associates directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,854 Cambridge Associates employees in database. Find out everything there's to know about Cambridge Associates employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Cambridge Associates Employees
Stanley Black & Decker, Inc. August 2014 - Present
IBM December 2013 - May 2014
IBM April 2012 - December 2013
CGI Group Inc. January 2011 - April 2012
Cambridge Associates June 2010 - January 2011
Skills
SharePoint, SQL, Requirements Analysis, Business Analysis, Microsoft Office, ClearQuest, Regression Testing, Microsoft SQL Server, ERP Software, Technical Documentation, User Acceptance Testing, SDLC, Business Objects, Concur, Project Management, BMC Remedy, Momentum Financials, Functional Analysis, Managerial Finance, MS SQL Server, Strategic Consulting, Test Cases, Test Management, Visio
Education
University of Connecticut 2015 — 2018
Master of Business Administration (M.B.A.)
James Madison University 2006 — 2010
Bachelors of Science, Economics
Christchurch School 2002 — 2006
Precipio Health Strategies September 2014 - Present
ADVI Advisors January 2013 - August 2014
Potomac Research Group July 2012 - December 2012
Potomac Research Group February 2012 - July 2012
Potomac Research Group February 2011 - February 2012
Cambridge Associates September 2010 - February 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Revenue Analysis, Revenue Forecasting, Revenue Streams, Marketing Strategy, Market Sizing, Strategic Planning, Business Strategy, Sales, Sales Management, Analysis, Business Development
Education
Kenyon College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Universidad de Costa Rica 2009 — 2009
Cambridge Associates January 2015 - Present
Futrend Technology Inc. February 2014 - December 2014
Johnson & Johnson June 2012 - February 2014
State Farm May 2009 - August 2011
Apple January 2010 - October 2010
Skills
Public Speaking, SDLC, Enterprise Content..., Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, Dreamweaver, Microsoft Publisher, SharePoint, phpMyAdmin, MySQL, Motivational Speaking, Agile Methodologies, Flawless Project..., Technical Leadership, Social Media, Social Media Marketing, Program Development, Leadership, Marketing, Access, Visio, Management, HTML, SQL
Education
Howard University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Computer and Information Systems
Accenture September 2014 - Present
Accenture July 2014 - Present
James Madison Political Science Department September 2010 - May 2014
Cambridge Associates December 2013 - January 2014
Cambridge Associates June 2013 - August 2013
Krekeler Brower Wealth Advisors LLC December 2012 - January 2013
Parliament Pool Association April 2011 - August 2012
Skills
Visual Basic, Java, SharePoint, Microsoft Office, Data Analysis, Windows, Visio, Customer Service, Microsoft Excel, PowerPoint, Teamwork, Time Management, Windows 7, Access Database, SQL, Microsoft SQL Server, Citrix, Microsoft Visual Studio..., Adobe Acrobat, Requirements Gathering, Requirements Analysis, Use Case Analysis, Project Planning, Project Management, Sequence Diagrams, Class Diagrams, C#, VB.NET, Tableau, Test Scripts, Test Execution, Test Case Generation, User Acceptance Testing, Access Control..., Business Process..., Client Relations, Client Liaison, Client Development
Education
James Madison University 2010 — 2014
Bachelor of Business Administration (BBA), Computer Information Systems
Universiteit Antwerpen 2012 — 2012
Bachelor of Business Administration (B.B.A.), European Business Concentration
Cambridge Associates July 2015 - Present
The Wylie Agency June 2014 - August 2014
Radcliffe Institute for Advanced Study at Harvard University January 2014 - June 2014
Cambridge Public Schools May 2013 - August 2013
Vatsalya (NGO) June 2012 - July 2012
Skills
French, Nonprofits, Microsoft Excel, International NGOs, Educational Management, Final Cut Pro, PowerPoint, Creative Writing, Microsoft Word
Education
Harvard College 2011 — 2015
Bachelor of Arts (B.A.), Cum Laude in English, Citation in French
St. George's School 2007 — 2011
High School Diploma
Abbot Downing (Wells Fargo's Ultra High Net Worth business) March 2001 - Present
Wells Fargo Family Wealth 2008 - 2012
Calibre Advisory Services 2004 - 2008
Tanager Financial Services 2001 - 2004
Independent Freelancer 1999 - 2001
Cambridge Associates 1987 - 1991
Skills
Alternative Assets, Private Equity, Asset Allocation, Alternative Investments, Wealth Management, Asset Managment, Portfolio Management, Investment Advisory, Investment Management, Venture Capital, Asset Management, Corporate Finance, Investments, Mutual Funds, Due Diligence, Hedge Funds, Equities
Education
MIT Sloan School of Management 1991 — 1993
Master of Science (MS), Finance, Operations, Information Technology, Accounting
Harvard University 1981 — 1985
Bachelor of Arts (BA), History, cum laude
Cambridge Associates July 2015 - Present
Cambridge Associates October 2013 - June 2015
Metro Bank May 2008 - August 2013
James Madison University September 2012 - May 2013
Voith Hydro May 2012 - August 2012
Skills
Customer Service, Microsoft Word, Microsoft Excel, Problem Solving, Team Leadership, Professional..., Teamwork, Microsoft Project, PowerPoint, Always Willing to Learn, HR Consulting, Case Analysis, Teller Operations, Interviews, Research, Management, Social Media, Time Management
Education
James Madison University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Gordon and Betty Moore Foundation July 2015 - Present
Cambridge Associates July 2014 - July 2015
Deloitte 2013 - August 2013
Eduventures May 2012 - August 2012
Education
Harvard College 2010 — 2014
Bachelor's Degree, Political Science and Government
Cambridge Associates August 2013 - Present
A Better World Foundation July 2012 - Present
Strategies for International Development July 2011 - August 2013
Skills
International..., Proposal Writing, Project Design, Project Management, Project Reporting, Financial Management..., Financial Reporting, Business Development, Fundraising, Collaborating with..., Drafting LOIs, Editing, Recruiting new..., Conceptualizing PSAs, Travel Arrangements, Social Media Integration, Website Development, Spanish, Administrative Work, Social Media, Nonprofits, Strategic Communications, International Relations, Research, Human Rights, Public Policy, Policy Analysis, Grant Writing, Capacity Building, NGOs, Program Evaluation, Politics, Grants, Foreign Policy, Economic Development
Education
James Madison University
Bachelor's degree, Economics
Woodberry Forest School
Sanofi May 2013 - June 2013
ORC International June 2010 - August 2012
ORC Guideline December 2009 - June 2010
Guideline April 2008 - December 2009
Cambridge Associates June 2006 - October 2007
T. Rowe Price June 2005 - September 2005
Skills
Market Research, Data Analysis, Competitive Intelligence, PowerPoint, Competitive Analysis, Qualitative Research, Analysis, Marketing Research, Financial Analysis, Quantitative Research, Management, Segmentation, Strategic Planning, Business Development, Entrepreneurship, Strategy Consulting, Innovation Consulting, Program Management, Strategy, Market Analysis, Business Strategy, International Business, Research, Finance, Investments, Consulting, Product Development, Analytics, Strategic Consulting, Business Planning, Management Consulting
Education
Hult International Business School 2012 — 2013
Master of Business Administration (MBA)
University of Virginia 2004 — 2006
Bachelor of Science
CIMBA 2005 — 2005
International Business
The Catholic University of America 2002 — 2004
International Economics and Finance
Cambridge Associates June 2014 - Present
Cambridge Associates June 2014 - March 2015
Kenyon College Department of Modern Languages and Literatures September 2013 - May 2014
Kenyon College Department of Modern Languages and Literatures September 2013 - December 2013
H.J. Heinz Company September 2012 - December 2012
Skills
Mandarin, Economics, PowerPoint, Microsoft Office, Microsoft Excel, Research, Leadership, Microsoft Word, Social Media, Teamwork, Team Leadership, Market Research, Supply Chain Management, DCF Valuation, Corporate Finance, Financial Accounting, Spreadsheet Modeling, Finance, Data Analysis, Chinese, Financial Analysis, English, Teaching, Statistics, CSS, HTML
Education
Kenyon College 2010 — 2014
Bachelor of Arts, Economics and Chinese Area Studies; Concentration in Law and Society
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2013
Tuck Summer Bridge Program
CET Academic Programs 2012 — 2012
Chinese Study and Internship Study Abroad Program, Fall 2012, Mandarin Chinese
Middlebury College 2012 — 2012
Chinese Language School, Mandarin Chinese
The High Mountain Institute 2009 — 2009
The Leading Edge, Leadership
Cambridge Associates June 2015 - Present
Gooch Capital - A Division of GFI Securities LLC July 2014 - May 2015
USA Hockey October 2005 - March 2014
Forensic Economics July 2013 - August 2013
St. Lawrence University August 2012 - December 2012
Olive Garden April 2010 - August 2012
Skills
Teamwork, Microsoft Excel, Microsoft Office, Social Media, Customer Service, PowerPoint, Analysis, Research, Time Management, Leadership, Sales, Microsoft Word, Public Speaking, Economics, Applied Mathematics, Windows, Teaching, Finance
Education
St. Lawrence University 2010 — 2014
Bachelor's Degree, Honors in Mathematics and Economics, Magna Cum Laude
James Cook University 2013 — 2013
Global Economics and Business Communications
Bishop Brady High School 2006 — 2010
Martin Marietta Materials November 2013 - Present
Harris Williams & Co. July 2012 - October 2013
Cambridge Associates 2007 - 2010
Skills
Valuation, Investment Banking, Private Equity, LBO, Due Diligence, Corporate Finance, Financial Analysis, Capital Markets, Investments, Financial Modeling, Mergers & Acquisitions, Corporate Development, Data Analysis, Market Research, Venture Capital, Equities, Microsoft Excel, Marketing, Microsoft Office
Education
Harvard Business School 2010 — 2012
MBA
North Carolina State University - College of Management 2003 — 2007
B.S. Business Management - Finance, Minor: Spanish
Wilshire Private Markets October 2014 - Present
NEPC June 2008 - September 2014
Williams College Investment Office July 2007 - June 2008
HighVista Strategies June 2006 - August 2006
Cambridge Associates September 2001 - June 2005
Skills
Asset Allocation, Investments, Alternative Investments, Hedge Funds, Investment Strategies, Investment Management, Venture Capital, Due Diligence, Institutional..., Endowments, Private Equity, Asset Managment, Portfolio Management, Valuation, Real Estate
Education
Harvard Business School 2005 — 2007
Master of Business Administration (MBA)
Yale University 1997 — 2001
BA, English
Cambridge Associates November 2013 - Present
Cape Eleuthera Institute June 2013 - October 2013
James Madison University August 2009 - May 2013
Skills
International Relations, Microsoft Office, PowerPoint, Public Speaking, Research, Social Media
Education
James Madison University 2009 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs
Toys"R"Us, Inc. June 2015 - Present
Affinion Group June 2014 - August 2014
Cambridge Associates December 2012 - July 2013
Cambridge Associates March 2011 - December 2012
Cambridge Associates June 2010 - March 2011
Cambridge Associates January 2009 - June 2010
Marshall Warburton June 2008 - August 2008
Skills
Data Analysis, Microsoft Excel, Finance, Asset Allocation, Economics, Financial Services, Investments, Brand Development..., Management, Due Diligence, Capital Markets, Valuation, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
MBA, Strategy, Global Business, Finance
James Madison University 2005 — 2008
BBA, International Business, Finance, French
Fannie Mae 2012 - 2013
Citi 2008 - 2012
Merrill Lynch 2004 - 2008
Andersen Consulting 1996 - 1998
Cambridge Associates 1994 - 1996
UPS 1992 - 1994
Skills
Leadership, Strategy, Banking & Financial..., Business Process..., Financial Risk..., Financial [Operational]..., Spiritual Direction, Public Speaking, Financial Risk Modeling, Project Management, Centering Prayer, Operational Risk..., Care of the Soul, Economic Justice, Community Outreach, Nonprofits, Executive Management, Strategic Risk..., Policy, Analysis
Education
Howard University School of Divinity
M.Div. - Master of Divinity, Theology
Howard University School of Law
J.D. - Juris Doctorate, Law
Howard University
B.B.A. - Bachelor of Business Administration, Finance
Clontarf Capital 2006 - 2014
Nikko Asset Management June 2012 - October 2013
Ignis Asset Management August 2011 - May 2012
Cambridge Associates August 2002 - August 2006
Goldman Sachs July 2000 - March 2002
Debevoise & Plimpton October 1995 - June 1999
Skills
Equities, Investments, Portfolio Management, Asset Management, Hedge Funds, Fixed Income, Derivatives, Alternative Investments, Capital Markets, Private Equity, Financial Modeling, Investment Banking, Financial Markets, Bloomberg, Valuation, Trading, Investment Strategies, Wealth Management, Asset Allocation, Due Diligence, Strategy, Asset Managment, Financial Services, New Business Development, Mutual Funds, Pensions, Public Speaking, Social Media, Investment Management
Education
INSEAD 1999 — 2000
Master of Business Administration (MBA)
Trinity College, Dublin 1991 — 1995
LLB
Beachhead Capital Management February 2012 - Present
EIMUSA August 2004 - September 2011
Cambridge Associates 1999 - 2004
Montgomery Securities 1997 - 1999
Goldman Sachs 1994 - 1997
US Army 1985 - 1992
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Investment Strategies, Institutional Investors, Investment Management, High Net Worth..., Family Office, Equities, Portfolio Management, Investments, Asset Allocation, Mutual Funds, Private Equity, Due Diligence, Fixed Income, Capital Markets, Wealth Management, Financial Advisory, Institutional..., Financial Markets, Wealth Management..., Global Macro, Financial Services, Investment Advisory, Asset Management, Derivatives, Pension Funds, Investor Relations, Pensions, Commodity, Endowments, Emerging Markets, Venture Capital, Funding, Equity Research
Education
Harvard Business School 1992 — 1994
MBA, Investment Management
United States Military Academy at West Point 1985 — 1989
BS, Engineering, Russian Studies
Hendrick Hudson 1981 — 1985
High school
Cambridge Associates September 2015 - Present
State Street June 2015 - September 2015
State Street November 2012 - May 2015
Berkshire Dining Commons September 2011 - December 2012
Stearns Wealth Management May 2012 - August 2012
Bodyscapes Fitness May 2010 - August 2011
Atlantic Bagel and Coffee August 2008 - August 2011
Erickson Retirement June 2009 - May 2010
Skills
Spanish, Turkish, Microsoft Office, Customer Service, Fitness, Final Cut Pro, Mac OS X, Time Management, Social Media, Social Media Marketing, Community Outreach, Personal Financial..., Wordpress, Prezi, Marketing Strategy, Marketing Communications, Motivation, Communication, Highly Ambitious, Microsoft Excel, Microsoft Word, Leadership, Data Analysis, Teamwork, PowerPoint, Public Speaking, Social Networking, Finance, Research, Marketing, Management, Financial Analysis, Event Planning, Facebook
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Hingham High School 2007 — 2011
Ankara Üniversitesi TÖMER 2010 — 2010
Turkish Language and Literature
Santander Bank, N.A. August 2014 - Present
Affordable Housing Institute January 2012 - July 2014
IFMR - Centre for Microfinance July 2011 - January 2012
Harvard University Graduate School of Design September 2009 - May 2011
Institute for International Urban Development June 2010 - August 2010
Cambridge Associates September 2008 - July 2009
Morgan Stanley June 2007 - August 2007
Skills
Urban Planning, Urban Design, Economic Development, Affordable Housing, ArcGIS, International..., Economics, Research, Policy Analysis, Stata, Real Estate Economics, Strategy, Program Management, Finance, Project Management, Public Policy, Analysis
Education
University of Pennsylvania - The Wharton School 2014 — 2014
International Housing Finance
Harvard University Graduate School of Design 2009 — 2011
Master's Degree, Urban Planning
Harvard University 2004 — 2008
Bachelor's Degree, Economics
Istanbul International Community School
Cambridge Associates March 2011 - Present
NVR Mortgage Finance Inc. July 2009 - March 2011
Morgan Stanley Investment Management June 2008 - June 2009
Condo 1, Inc. May 2007 - August 2007
Northern Virginia Association of Realtors® May 2006 - August 2006
Education
James Madison University - College of Business 2004 — 2008
B.B.A.
Langley High School 2000 — 2004
Cambridge Associates February 2015 - Present
Delivice LLC November 2014 - February 2015
Pioneer High School August 2014 - November 2014
GeorgeTown Country Club May 2014 - August 2014
Skills
Economics, Teamwork, Microsoft Excel, Microsoft Word, Critical Thinking, Cpr Certified, Social Media, Mathematics, Swimming, Fitness, Weightlifting
Education
Kenyon College 2010 — 2014
Bachelor's degree, Economics
ORION Investment Advisors December 2013 - Present
Autism Society of Northern Virginia September 2011 - Present
Skill Builders LLC January 2005 - December 2013
Cambridge Associates July 1993 - September 2006
Skills
Asset Allocation, Research, Budgeting, Due Diligence, Financial Analysis, Investments, Financial Modeling, Portfolio Management, Equities, Venture Capital, Hedge Funds, Private Equity, Alternative Investments, New Business Development, Non-profits, Entrepreneurship, Quantitative Analysis, Business Planning, Financial Planning, Business Analysis, Asset Management, Competitive Analysis, Business Strategy, Strategic Partnerships, Risk Management, Market Analysis, Finance
Education
Michigan State University 1988 — 1992
Bachelor of Arts, Political Science and Economics
Harvard University, John F. Kennedy School of Government
Executive Education Certificate, Nonprofit Financial Stewardship
Cambridge Associates 2014 - Present
Associazione Teatro di Gioia June 2013 - August 2013
Millennium Cities Initiative- Kenya May 2012 - July 2012
Office of State Representative Jason Lewis June 2011 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, SPSS, Stata, Italian, Social Media Outreach, Data Analysis, Communication, Governmental Affairs
Education
Harvard University 2010 — 2014
Bachelor of Arts (B.A.), Government and Italian Language and Literature
Winchester High School 2006 — 2010
The Blackstone Group June 2013 - Present
Cambridge Associates June 2012 - August 2012
Argopoint LLC January 2012 - May 2012
IFMR Trust December 2011 - January 2012
Harvard Vision Laboratory, Harvard Psychology Department June 2011 - December 2011
Harvard Weatherhead Center for International Affairs June 2011 - November 2011
Contego Capital, LLC June 2010 - August 2010
Charles Hamilton Houston Institute, Harvard Law School February 2010 - May 2010
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.)
Wayzata High School 2005 — 2009
Grant Thornton LLP June 2015 - Present
Cambridge Associates June 2014 - August 2014
Sun and Ski Sports November 2009 - January 2014
NVPools June 2007 - August 2013
Skills
Microsoft Office, Adobe Creative Suite, Web Design, Design Documents, Technical Writing, Visual Basic, Decision Analysis, Blueprint, TFS, Business Analysis, Requirements Analysis, C#, ASP.NET, Microsoft SQL Server, SQL, Proposal Writing, HTML, CSS, Java, Network Security, Linux, SDLC, Agile Methodologies, Requirements Gathering, Windows Azure, Oracle, Systems Analysis, Systems Design
Education
James Madison University 2011 — 2015
Bachelor of Business Administration (BBA), Computer Information Systems, Technical Communication, 3.314
Deloitte July 2014 - Present
James Madison University August 2010 - May 2014
Cambridge Associates December 2013 - January 2014
Cambridge Associates June 2013 - August 2013
11th Hour Search LLC May 2012 - August 2012
Finish Line September 2011 - April 2012
Uncle Julio's Corporation March 2010 - July 2011
JIA Enterprises LLC June 2010 - October 2010
Skills
Advertising, Social Media Marketing, Microsoft Office, Photoshop, Social Media, Keynote, Microsoft Excel, Microsoft Word, Mac OS X, Outlook, Spanish-speaking, Customer Service, PowerPoint, Access, Visio, OS X, Training, Recruiting, Human Resources, Leadership, Spanish, Sales, Time Management
Education
James Madison University 2010 — 2014
Modern Foreign Language, Business Spanish
James Madison University - College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Computer and Information Systems Security/Information Assurance
Los Angeles Unified School District May 2014 - Present
Los Angeles Unified School District August 2011 - April 2014
The Broad Foundation July 2011 - June 2013
The Cleveland Foundation August 2009 - June 2011
Cambridge Associates July 2005 - July 2008
Skills
Data Analysis, Strategic Planning, Program Management, Program Development, Financial Analysis, Grant Writing, Nonprofits, Research, Public Speaking, Community Outreach, Fundraising, Leadership, Strategy, Staff Development, Program Evaluation, Leadership Development
Education
Harvard University Graduate School of Education
Tufts University
BA, Political Science & Child Development
Weston High School
The Metropolitan Museum of Art July 2014 - Present
The Metropolitan Museum of Art September 2011 - June 2014
Cambridge Associates March 2010 - August 2011
FBR May 2008 - August 2008
Skills
Finance, Alternative Investments, Due Diligence, Hedge Funds, Asset Allocation, Private Equity, Equities, Portfolio Management, Asset Managment, Investment Banking, Fixed Income, Investment Management, Financial Modeling, Investment Strategies
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science, Finance
Indiana University Bloomington 2005 — 2009
BS, Finance, Political Science (Minor)
Wells Fargo Wealth Management September 2015 - Present
Wells Fargo Private Bank September 2013 - August 2015
FBR & Co. July 2012 - August 2012
Cambridge Associates July 2009 - July 2011
Cambridge Associates January 2009 - June 2009
Cambridge Associates January 2008 - December 2008
Skills
Microsoft Office, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Investments, Equity Research, Portfolio Management, Investment Strategies, Equities, Corporate Finance, Alternative Investments, Bloomberg Terminal, Asset Allocation, Hedge Funds, Economics, Quantitative Analytics, Asset Managment, Data Analysis, Investment Management, Capital Markets, Fixed Income, Private Equity, Equity Valuation
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, General
James Madison University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, International Business
Grant Thornton LLP 2015 - 2015
Cambridge Associates June 2014 - August 2014
LifeNet Health May 2013 - August 2013
LifeNet Health May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Research, PowerPoint, C++, Bloomberg, Microsoft Word, SAS programming, Compustat, Photoshop, Facebook, Customer Service, Social Media, Social Networking, Data Analysis, Teamwork, Public Relations, Mergent, Contract Negotiation, Microsoft SQL Server, Management, Blueprint, TFS, Operating Systems
Education
James Madison University 2011 — 2015
Bachelor of Science, Quantitative Finance
James Madison University 2011 — 2015
Minor, Mathematics
James Madison University 2011 — 2015
Minor, Economics
Deloitte July 2014 - Present
Cambridge Associates June 2013 - August 2013
Joe's Seafood May 2010 - August 2012
Skills
Windows Server, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Visual Basic, Active Directory, Java, C#, IP Networking, Oracle Database, Cisco Networking, Software Troubleshooting, Network Troubleshooting, Windows Batch, Management
Education
James Madison University 2010 — 2014
Bachelor of Business Administration (BBA), Computer Information System
James Madison University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Cambridge Associates
Education
James Madison University 1985 — 1990
Bachelor's Degree, Finance, General
Cambridge Associates February 2015 - Present
Cambridge Associates September 2010 - Present
Gannett Welsh & Kotler September 2008 - September 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Recruiting, Talent Acquisition, Marketing Communications, Strategic Planning, Employee Benefits, Time Management, Interviews, Management, Outlook, Nonprofits, Marketing, Onboarding, Human Resources, Payroll, Event Planning, Employee Relations, Salesforce.com
Education
Hobart and William Smith Colleges 2004 — 2008
Bachelor of Arts, Economics
Liquidity Services, Inc March 2014 - Present
Cambridge Associates September 2012 - October 2013
Cambridge Associates May 2011 - September 2012
Cambridge Associates June 2007 - May 2011
Skills
Financial Modeling, Management, Alternative Investments, Financial Analysis, Investments, Business Analysis, Analytics, Strategic Planning, Asset Allocation, Private Equity, Talent Acquisition, Financial Statement..., Recruiting, Performance Reporting, Reverse Logistics, Account Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
Bachelor's degree, Finance, General
US Census Bureau August 2014 - Present
US Census Bureau January 2013 - Present
US Census Bureau August 2010 - January 2013
Cambridge Associates March 2008 - July 2010
Skills
Data Analysis, Analytics, Economics, Investments, Team Management, Editing, Press Releases, Analysis, Project Management, Real Estate, Dissemination, Statistics, Statistical Data..., SAS, Statistical Analysis..., Publications, Government
Education
The George Washington University - School of Business 2014 — 2015
Master's degree, Project Management
Indiana University of Pennsylvania 2004 — 2007
Bachelors in Economics, Economics
Cambridge Associates August 2014 - Present
JAZD Markets May 2011 - August 2011
Brooksby Village August 2007 - April 2011
Skills
Research, Microsoft Office, Facebook, Microsoft Excel, Social Media, Advertising, PowerPoint, Social Networking, SPSS
Education
Hofstra University 2010 — 2014
Bachelor of Arts (B.A.), Psychology and Global Studies, Minor in Geography
Suffolk University, Madrid Campus 2013 — 2013
Masconomet Regional High School 2006 — 2010
Sherpa February 2011 - June 2014
The Gladstone Companies October 2007 - June 2010
CW Capital October 2005 - October 2007
Cambridge Associates September 2002 - September 2005
Skills
Due Diligence, Recruiting, Temporary Placement, Financial Analysis, Finance, Technical Recruiting, Sherpa, Vendor Management, Management, Process Improvement, Accounting, Financial Modeling, New Business Development, Applicant Tracking..., Project Management, Human Resources, Analysis, Microsoft Excel, Sourcing, Financial Reporting, Contract Recruitment, Leadership, Talent Acquisition, Business Analysis, Business Development, Account Management, Sales, Portfolio Management
Education
James Madison University 1998 — 2002
BBA, Finance, Economics
J.P. Morgan June 2013 - Present
Cambridge Associates March 2012 - June 2013
Cambridge Associates June 2007 - March 2012
Skills
Asset Allocation, Investments, Hedge Funds, Investment Management, Financial Modeling, Investment Strategies, Alternative Investments, Equity Research, Portfolio Management, Financial Analysis, Valuation, Bloomberg Terminal, Asset Managment, Equities, Fixed Income, Due Diligence, Private Equity, Portfolio Performance..., Capital Markets, Derivatives
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science, Finance
Exeter Cycles April 2014 - September 2015
Kittery Trading Post August 2010 - June 2012
Kittery Trading Post August 2006 - April 2010
Storm Huntress Enterprises February 1993 - May 2006
Kryptonite Corporation 2000 - 2002
Kryptonite Corporation 1999 - 2000
Kryptonite Corporation 1999 - 2000
South Street Advisors 1997 - 1998
Cambridge Associates 1996 - 1997
Belmont Wheelworks May 1991 - February 1993
Skills
Product Marketing, Marketing, Selling, Retail, Forecasting, Product Development, Merchandising, Sales, Trade Shows, Inventory Management, Marketing Strategy, Pricing, Apparel, Sales Management, Training
Education
Harvard University 1987 — 2005
Government
Hebron Academy, Traip Academy 1976 — 1981
Diploma
Brandeis University August 2011 - Present
Lasell College July 2008 - July 2011
Lasell College July 2002 - June 2008
Lasell College September 2001 - June 2002
Cambridge Associates, LLC July 1998 - July 2001
Mezzanine Resources February 1996 - June 1998
Cambridge Associates March 1991 - January 1996
Boston Center for Computer Applications January 1988 - February 1991
The Boston Financial Group March 1986 - June 1987
Harvard Medical School August 1985 - March 1986
Skills
Higher Education, Analysis, Teaching, Research, E-Learning, Student Development
Education
Harvard University Graduate School of Education 1984 — 1985
Ed. M.
Williams College 1980 — 1984
BA
Cambridge Associates July 2015 - Present
Cambridge Associates January 2014 - June 2015
Cambridge Associates January 2013 - December 2013
Cambridge Associates July 2011 - December 2012
McBee Strategic Consulting June 2010 - August 2010
Wikinvest June 2008 - August 2008
Skills
Microsoft Excel, Visual Basic, R, MySQL, SQL, Python, Bloomberg, Data Analysis, Asset Allocation, Spanish, Portfolio Management, Financial Modeling, Statistics, Hedge Funds, Equities, Asset Management, Economics, Investments, Private Equity, Research
Education
Harvard University 2007 — 2011
B.A., Government
Strategic Solutions Asia June 2014 - Present
Cambridge Associates May 2012 - May 2014
Institute of International Education June 2011 - August 2011
Tata Steel December 2009 - January 2010
MIT Energy Initiative May 2007 - July 2009
Skills
Business Strategy, Financial Modeling, Venture Capital, Investments, Valuation, Private Equity, Entrepreneurship, Corporate Finance, Strategy, Financial Analysis, Portfolio Management, Start-ups, Consulting, Due Diligence, Strategic Planning
Education
Stanford University
Energy Innovation and Emerging Technologies
National University of Singapore
Business Administration, Finance, Marketing
Harvard University
Summer School
SouthStar Capital, LLC September 2011 - August 2015
Cambridge Associates March 2010 - August 2011
State Street October 2009 - March 2010
State Street Bank August 2007 - August 2008
Skills
Training, Portfolio Management, Finance, Financial Analysis, Leadership, Management, CRM, Credit, Loans, Sales, Investments, Accounting, Start-ups, Financial Services
Education
Hobart and William Smith Colleges 2003 — 2007
BA, International Relations and Spanish and Hispanic Studies
Pathway Capital Management January 2015 - Present
Boston University July 2013 - December 2014
ExxonMobil May 2012 - August 2012
Legg Mason Capital Management June 2011 - August 2011
Cambridge Associates June 2009 - June 2011
Skills
Financial Modeling, Economics, Financial Analysis, Corporate Finance, Due Diligence, Investments, Data Analysis, Econometrics, Quantitative Analytics, Asset Allocation, Venture Capital
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Scripps College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Entirely Me June 2015 - Present
XSeed Capital April 2015 - Present
Janji July 2014 - August 2014
Yellow Wood Partners, LLC February 2012 - June 2014
Cambridge Associates July 2010 - February 2012
Morgan Stanley June 2009 - August 2009
Morgan Stanley June 2008 - August 2008
LarrainVial June 2007 - August 2007
Skills
Investment Banking, Portfolio Management, Financial Modeling
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Harvard College 2006 — 2010
AB, Government
The Loomis Chaffee School 2002 — 2006
Cambridge Associates 2001 - Present
Banc of America Securities 2000 - 2001
Chase Securities 1998 - 2000
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1996 — 1998
Master of Business Administration (M.B.A.)
Harvard College 1989 — 1993
Bachelor's degree, Economics
Excelacom June 2015 - Present
Cambridge Associates June 2014 - August 2014
Legal Placements, Inc. 2013 - 2013
Skills
Microsoft Word, PowerPoint, Access, Visual Basic, Microsoft Excel, Recruiting, Data Analysis, Event Planning, Research, Social Media, Microsoft Office, Teamwork, Java, Outlook, Fashion, Public Speaking, Customer Service, Leadership, Time Management, Accounting, Heavy Lifting, Cooking, Hair Care, Putty, UML Tools, OSI Model, SQL*Plus, ERD, Visio, Microsoft SQL Server, T-SQL, XPath, DMX, C#
Education
James Madison University - College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Computer Information Systems
Harvard Business School July 2015 - Present
Raymond James Financial Inc. July 2014 - June 2015
Raymond James & Associates, Inc July 2011 - June 2014
Cambridge Associates June 2010 - August 2010
Southall Eden Paperie January 2010 - May 2010
YHB Investment Advisors June 2009 - August 2009
Friends Incorporated June 2006 - August 2008
Skills
Financial Modeling, Valuation, Microsoft Excel, Investment Banking, Financial Analysis, Marketing Strategy, Designs, Private Equity, Venture Capital, Portfolio Management, Asset Allocation, Microsoft Office, Corporate Finance, Mergers & Acquisitions
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Vanderbilt University 2007 — 2011
Bachelor of Arts, Economics, Cum Laude
Kingswood-Oxford School 2002 — 2006
High School Diploma
Cambridge Associates July 2015 - Present
FGX International November 2014 - July 2015
Coventry Credit Union March 2008 - October 2014
Skills
Banking, Credit, Customer Service, Microsoft Office, Loans, Sales, Credit Analysis, Microsoft Word, Finance, Mortgage Lending, Consumer Lending, Teamwork, Time Management
Education
Nicholls State University 2006 — 2008
Business Administration and Management, General
Johnson & Wales University
Bachelor of Arts (BA), Business Management/Concentration in Financial Services
e.l.f. Cosmetics September 2015 - Present
TPG Growth May 2015 - September 2015
Weil, Gotshal & Manges LLP June 2014 - May 2015
Cambridge Associates October 2012 - June 2014
Tory Burch December 2012 - May 2013
Cambridge Associates, LLC October 2010 - October 2012
Cambridge Associates October 2008 - October 2010
Magnetic Diagnostic Resources May 2003 - August 2008
Ithaca College September 2005 - May 2008
Pinckney Hugo Group June 2007 - August 2007
Skills
Facebook, Social Networking, Event Management, PowerPoint, Microsoft Excel, Editing, Outlook, Microsoft Office, Research, Microsoft Word, Marketing, Public Relations, Meeting Planning, Workday
Education
Ithaca College 2004 — 2008
Communication, Management & Design
Bishop Ludden 2000 — 2004
High School
Cambridge Associates June 2012 - Present
Cambridge Associates June 2011 - June 2012
Cambridge Associates June 2010 - June 2011
Secret Servants Catering & Event Planning, Inc. May 2008 - October 2008
Skills
Portfolio Management, Financial Analysis, Financial Reporting, Data Analysis, Alternative Investments, Access, Investments, Private Equity, Microsoft Excel, Financial Statement..., Finance
Education
James Madison University - College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Cambridge Associates June 2015 - Present
Cambridge Associates July 2014 - Present
Kenyon College Career Development Office August 2012 - May 2014
Kenyon College Writing Center August 2011 - May 2014
Kenyon College Writing Center August 2011 - May 2014
Denver East Forensic Team August 2010 - August 2013
Great Education Colorado May 2012 - August 2012
Skills
Legal Research, Constitutional Law, Affirmative Action, Rhetoric, Microsoft Office, Social Media, Teaching Writing, Public Speaking, Community Outreach, Editing, Research, Politics, Speech Writing, Facebook, PowerPoint, Microsoft Excel
Education
Kenyon College 2010 — 2014
Bachelor of Arts (BA), Political Science
Denver East High School 2006 — 2010
High school diploma
KPMG LLP August 2013 - Present
Primatics Financial February 2011 - July 2013
Fannie Mae November 2009 - February 2011
KPMG Advisory April 2005 - December 2009
Cambridge Associates January 2004 - April 2005
Skills
Financial Services, GAAP, Bloomberg, Financial Analysis, Intex, Valuation, Financial Modeling, Structured Finance, Securities, Internal Audit, Due Diligence, Finance, Project Management, Accounting, IFRS, Corporate Finance, Loans, MBS, Credit Risk, Capital Markets, Equities, Analysis, Auditing, Financial Reporting, Risk Management, Business Development, Cash Flow, Fixed Income, Asset Management, Financial Risk, Portfolio Management
Education
James Madison University 2000 — 2003
Bachelor of Business Administration, Finance
Cambridge Associates July 2015 - Present
Cambridge Associates January 2014 - June 2015
Cambridge Associates July 2011 - January 2014
Teach for America 2009 - August 2011
Skills
Non-profits, Teaching, Nonprofits, Leadership, Special Education, Research, Data Analysis
Education
Harvard University 2005 — 2009
BA Cum Laude
DraftKings, Inc. September 2015 - Present
Cambridge Associates February 2014 - September 2015
Forrester Research June 2013 - February 2014
Suffield Academy May 2008 - January 2014
Davis Gallery, Hobart and William Smith Colleges January 2013 - June 2013
Stewardson Society September 2012 - June 2013
HWS Connects September 2012 - March 2013
Summer Academy at Suffield June 2010 - July 2012
America Counts September 2010 - December 2010
The Roaring Fork Club May 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Adobe Photoshop, Photoshop, Fundraising, Photography, Leadership, Advertising, Customer Service, PowerPoint, Research, Social Media, Event Planning, Blogging, Public Relations, Facebook, Social Media Marketing, Social Networking, Mac, WordPress, Teamwork, Nonprofits, Editing, Time Management
Education
Hobart and William Smith Colleges 2009 — 2013
Bachelor of Arts (B.A.), Media and Society
Suffield Academy 2005 — 2009
J.P. Morgan October 2013 - Present
Cambridge Associates June 2011 - September 2012
ARAMARK May 2010 - August 2010
Skills
Alternative Investments, Private Equity, Oracle SQL, Microsoft Excel, C++, Visio, Visual Basic, PeopleSoft, Microsoft Powerpoint, Analysis, Finance, PowerPoint, Investments, Economics, Financial Analysis
Education
James Madison University - College of Business 2006 — 2011
BBA, Finance, Computer Information Systems
The Carlyle Group October 2013 - Present
Cambridge Associates May 2011 - October 2013
Skills
Investments, Hedge Funds, Process Improvement, Equity Research, Market Research, Finance, Private Equity, Real Estate Private..., Fundraising, Alternative Investments, Financial Modeling, Microsoft Excel, Microsoft Office
Education
James Madison University - College of Business 2006 — 2010
BBA, Management
Bank of America March 2015 - Present
EY July 2013 - March 2015
EY June 2012 - August 2012
Cambridge Associates December 2009 - June 2011
Cambridge Associates June 2009 - December 2009
Cambridge Associates June 2008 - June 2009
Cambridge Associates March 2008 - June 2008
Cambridge Associates June 2007 - March 2008
Skills
Process Improvement, Training & Development, Client Services, Team Management, Staff Mentoring, Certified Six Sigma..., Employee Training, Financial Services, Six Sigma, Data Analysis, Portfolio Management, Strategy, Logistics, Microsoft Excel, Leadership, Analysis, Financial Analysis, Financial Modeling
Education
Wake Forest University - Babcock Graduate School of Management 2011 — 2013
MBA with Academic Distinction, Operations
Kenyon College 2003 — 2007
BA, Economics, Mathematics
Halfaker and Associates, LLC February 2014 - Present
RR Donnelley & Sons Co., EDGAR Online June 2013 - August 2013
Cambridge Associates May 2012 - August 2012
Ernst & Young July 2012 - July 2012
Skills
Quality Assurance, SharePoint, Microsoft Office, Visual Basic, SQL, Testing, PowerPoint, Databases, Microsoft Word, Microsoft Excel, Access, Visio, Microsoft Outlook, Data Analysis, Requirements Analysis, Microsoft software..., Atlassian JIRA and...
Education
James Madison University - College of Business 2010 — 2013
Bachelor of Business Administration (BBA), Major: Finance, Minor: Computer Information Systems
Cambridge Associates July 2013 - September 2015
Broadridge Financial Solutions May 2012 - July 2013
Broadridge Financial Solutions February 2012 - May 2012
Brookhaven Memorial Hospital Medical Center May 2010 - September 2010
Skills
Project Management, Communication, Leadership, Microsoft Excel, Multi Tasking, Accountability, Access Database, Oracle, Management, Finance, Accounting, Process Improvement, Financial Analysis
Education
James Madison University - College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Summit Rock Advisors October 2015 - Present
Cambridge Associates July 2013 - September 2015
Cambridge Associates June 2010 - June 2013
Cambridge Associates January 2009 - May 2010
Ameriprise Financial Services, Inc. June 2008 - August 2008
Enterprise Rent-A-Car June 2007 - August 2007
Skills
Portfolio Management, Investments, Equities, Hedge Funds, Asset Allocation, Analysis, Mutual Funds, Strategy, Microsoft Office, Due Diligence, Alternative Investments, Microsoft Excel, Bloomberg Terminal, Account Reconciliation, Performance Benchmarking, Project Management, Product Management, client reporting, Financial Analysis, Financial Modeling, Performance Reporting, OCIO, Process Improvement, Net Worth, Asset Management, Investment Performance, Operations Management
Education
James Madison University 2004 — 2008
BBA, Finance, Management
Cambridge Associates June 2015 - Present
Fidelity Investments January 2015 - 2015
Cambridge Associates January 2013 - August 2013
Nahant Summer Swim School June 2010 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Leadership
Education
Harvard College 2011 — 2015
Bachelor of Arts (B.A.), History
St. John's Preparatory School 2007 — 2011
Cambridge Associates November 2014 - Present
Education
Harvard Business School 2003 — 2005
MBA
Vanderbilt University 1994 — 1998
Bachelor of Arts (BA), Economics
Cambridge Associates 2008 - Present
JPMorgan July 2006 - 2008
U.S. Marine Corps May 1997 - 2005
Education
Harvard University, John F. Kennedy School of Government 2004 — 2006
MPP, International Trade and Finance
United States Naval Academy 1993 — 1997
BS, Engineering and history
University of North Carolina at Chapel Hill September 2012 - October 2014
Piedmont Investment Advisors July 2010 - May 2011
Cambridge Associates February 2008 - June 2010
NewStar Financial June 2006 - January 2008
Education
University of North Carolina at Chapel Hill 2011 — 2012
Master of Education (M.Ed.), School Counseling
Harvard University 2002 — 2006
Bachelor of Arts, Psychology
Boston Children's Combined Residency Program June 2013 - Present
Boston Public Health Commission 2005 - 2007
Cambridge Associates 2003 - 2005
Skills
Research, Non-profits, Fundraising, Staff Development, Public Speaking, Leadership, Program Development, Teaching, Customer Service, Public Health, Nonprofits, Curriculum Design, Curriculum Development, Community Outreach
Education
Harvard University 1999 — 2003
Private Consulting Business January 2012 - Present
Whittier Trust Company March 2001 - October 2012
David L. Babson August 1999 - March 2000
JP Morgan April 1997 - March 1999
Standish, Ayer and Wood August 1993 - March 1997
Cambridge Associates January 1986 - August 1993
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Asset Management, Portfolio Management, Investments, Investment Strategies, Investment Advisory, Wealth Management, Banking, Strategic Financial..., Financial Modeling, Private Equity, High Net Worth..., Investment Management, Equity Research, Financial Advisory, Fixed Income, Wealth Management..., Series 7, Fund Of Funds, Wealth, Bloomberg, Mutual Funds, Investment Banking, Emerging Markets, Institutional..., Bonds, Global Macro, Securities, Family Office, Estate Planning, ETFs, Financial Markets
Education
The University of Chicago Booth School of Business 1971 — 1974
MBA, Economics, Statistics
Harvard University 1967 — 1971
BA, Economics
Harvard University May 2012 - June 2014
Cambridge Associates 2008 - May 2012
Mercer Human Resource Consulting August 2006 - October 2007
Education
Harvard University 2002 — 2006
Conestoga High School 1998 — 2002
Temple University
Doctor of Philosophy (Ph.D.), Clinical Psychology
Cambridge Associates
Skills
Asset Allocation
Education
James Madison University 1996 — 2000
Cambridge Associates October 2004 - Present
Education
Harvard Business School
MBA
University of Michigan
PhD, Computer, Information and Control Engineering
Wilderness Point Holdings July 2010 - Present
Cambridge Associates July 2010 - Present
Trinity Capital May 2006 - June 2008
American Capital May 2003 - April 2006
Skills
Due Diligence, Valuation, Private Equity, Accounting, Corporate Finance, Auditing, Management Consulting, Financial Analysis, Mergers, Business Planning, Financial Modeling, Program Management, Banking, Investments, Project Management, Venture Capital, Strategy, Corporate Development, Business Strategy, Investment Banking
Education
Harvard Business School 2008 — 2010
MBA
Salisbury University - Perdue School of Business 1998 — 2002
BS
McKesson October 2009 - Present
Wachovia Securities June 2003 - August 2009
Cambridge Associates June 2000 - May 2003
Cambridge Associates 2000 - 2003
Skills
Analysis
Education
James Madison University 1996 — 2000
Neuberger Berman November 2007 - February 2009
New York Moves Magazine 2009 - 2009
Brown Brothers Harriman November 2005 - November 2007
FAM Global Investments October 2004 - November 2005
Cambridge Associates 2002 - 2004
Skills
Due Diligence, Asset Managment
Education
James Madison University 1998 — 2002
Bachelor's Degree, Finance, General
FM Global November 2014 - Present
Collabera February 2014 - October 2014
Cambridge Associates February 2011 - April 2013
Cambridge Associates November 2008 - February 2011
The Endocrine Society October 2006 - October 2008
Skills
Active Directory, XP, Windows 7, Software Documentation, Technical Support, Citrix, Microsoft Office, Outlook, Visio, Troubleshooting, Access, Microsoft Excel, SharePoint, Windows Server, VMware, Microsoft SQL Server, Databases, SQL, System Administration, Database Administration, VPN, Windows XP, Windows, Windows XP Pro, Information Technology, Microsoft Exchange, Network Administration, Desktop Administration, Integration, Customer Satisfaction, Customer Service
Education
Johnson & Wales University 1998 — 2001
Stifel Financial Corp. September 2014 - Present
Janney Montgomery Scott January 2011 - September 2014
Global Capital Management, Inc. May 2006 - December 2010
NASD March 2004 - May 2006
Cambridge Associates January 2001 - December 2002
Education
James Madison University 1996 — 2000
Charlestown High School September 2011 - Present
The Education Cooperative February 2011 - September 2011
Cambridge Associates September 2005 - February 2011
Education
Harvard University Graduate School of Education 2011 — 2012
Ed.M., Prevention Science and Practice
Providence College 2001 — 2005
BS, Management
Monument Group 1996 - Present
Cambridge Associates 1993 - 1996
Venture Economics/Thomson Financial Corporation 1987 - 1993
Dorr-Oliver division Standard Oil Company 1985 - 1987
Oceaneering International, Inc. 1982 - 1984
Schlumberger Ltd. 1977 - 1980
Skills
Investments, Capital, Alternative Investments, Business Development, Business Strategy, Entrepreneurship, Hedge Funds, Investment Banking, Private Equity, Start-ups, Strategy, Valuation, Venture Capital
Education
Harvard Business School 1980 — 1982
MBA, Business Administration
Princeton University 1971 — 1976
BSChe, Chemical Engineering
Cambridge Associates October 2012 - Present
Cambridge Associates October 2005 - October 2012
Education
Indiana University of Pennsylvania 1997 — 2001
Bachelor of Science in Marketing, Marketing
The Carlyle Group September 2015 - Present
Prudential Financial June 2014 - September 2015
Rialto Capital Management 2013 - 2014
Cambridge Associates 2011 - 2013
Cambridge Associates 2009 - 2011
Skills
Portfolio Management, Investments, Financial Modeling, Investment Management, Bloomberg, Equities, Analysis, Asset Management, Asset Allocation, Predictive Analytics, Predictive Modeling, DCF Valuation, Valuation, R, Python, SQL, VBA, Data Analysis, Database Design, Data Modeling, Quantitative Analytics, Statistical Modeling, Analytics, Portfolio Optimization, Risk Management, Asset Managment, Alternative Investments, Private Equity, Capital Markets, Quantitative Investing, Quantitative Finance, Microsoft Excel, Portfolio Performance..., Performance Measurement, Performance Attribution, Linux, Machine Learning, Algorithms, Programming, Relational Databases, Relational Data Modeling, Data Mining
Education
James Madison University 2004 — 2008
BBA, Finance
Chaminade 2000 — 2004
Bank of America Merrill Lynch June 2014 - Present
Barclays Capital June 2012 - May 2014
KPMG Advisory February 2012 - May 2012
Bank of America Merrill Lynch January 2008 - November 2011
Merrill Lynch January 2006 - January 2008
Merrill Lynch September 2004 - January 2006
West LB September 2003 - September 2004
Merrill Lynch March 2000 - September 2003
Cambridge Associates June 1999 - January 2000
Skills
Series 7, Loans, Financial Risk, Finance, Credit, Agency MBS, Repos, Financial Accounting, Controllers, Fixed Income, Derivatives, Financial Services, Capital Markets
Education
James Madison University 1995 — 1999
BBA, Finance
MIO Partners July 2005 - Present
McKinsey & Company 2001 - 2005
Cambridge Associates July 1994 - July 1996
Skills
Portfolio Management, Financial Modeling, Private Equity, Valuation, Investments, Management Consulting, Due Diligence, Hedge Funds, Capital Markets, Strategy, Commodities, Energy
Education
Massachussetts Institute of Technology 1996 — 2001
PhD
Harvard University 1990 — 1994
AB
Phillips Academy 1987 — 1990
Community June 2013 - Present
NBC Universal August 2010 - June 2013
Oliver Wyman September 2008 - July 2010
Cambridge Associates June 2007 - August 2007
Education
Harvard University 2004 — 2008
BA, Government
Broad Institute July 2015 - Present
Cambridge Associates 2010 - May 2015
Monitor Group 1990 - 2010
Skills
Growth Strategies, Private Equity, Corporate Development, Management Consulting, Due Diligence, Strategic Planning, Mergers & Acquisitions, Valuation, Strategic Consulting, Business Strategy, Emerging Markets, Financial Modeling, Business Transformation, Strategy, Mergers, Business Development, Venture Capital
Education
Harvard Business School
MBA
Harvard University
BA, Economics
Javelin 19 Investments, LLC March 2011 - Present
The Meridian Group 2007 - 2011
New York Life Investment Management 2005 - 2007
ARK Realty Capital, LLC August 2004 - August 2005
Loomis, Sayles & Company October 2001 - April 2003
Cambridge Associates September 1998 - October 2001
Skills
Real Estate Economics, Acquisitions, Asset Management, CMBS, Commercial Real Estate, Corporate Real Estate, Disposition, Due Diligence, Entitlements, Financial Structuring, Investment Properties, Investments, Leases, Real Estate, Real Estate Development, Real Estate Financing, Real Estate Private..., Real Estate Transactions, Valuation
Education
The Johns Hopkins University 2003 — 2005
M.S.
James Madison University 1992 — 1996
B.B.A., Finance
Navy Federal Credit Union February 2012 - Present
Capmark November 2007 - February 2012
Cambridge Associates September 2001 - November 2007
Education
James Madison University 1997 — 2001
BBA, Computer Information Systems
Capital One March 2010 - Present
National Academy of Public Administration May 2008 - August 2008
Health Care Services January 2008 - May 2008
Cambridge Associates September 2004 - July 2007
Skills
Fixed Income, Mergers & Acquisitions, Financial Modeling, Portfolio Management, Competitive Analysis, IT Strategy, Statistical Modeling, Forecasting, Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA, Corporate Finance
James Madison University 2000 — 2004
Bachelor of Business Administration, Finance and Economics
Cambridge Associates February 2008 - Present
Morgan Keegan February 2005 - February 2008
Professional Triathlete June 2001 - September 2004
Education
Harvard University 1996 — 2001
A.B., Environmental Science and Public Policy
Phillips Exeter Academy
Loreda LLC June 2013 - Present
Piper Cove Asset Management LLC June 2013 - Present
Cambridge Associates April 2001 - May 2013
Grantham, Mayo June 1991 - March 2001
Skills
Alternative Investments, Hedge Funds, Equities, Asset Management, Asset Allocation, Mutual Funds, Due Diligence, Private Equity, Investments, Investment Management, Fixed Income
Education
Harvard University 1972 — 1978
Ph.D., Anthropology
Harvard College 1967 — 1971
Bachelor's Degree, Classics and Classical Archaeology, magna cum laude
Geode Capital Management July 2011 - Present
State Street February 2007 - June 2011
Cambridge Associates September 2005 - February 2007
Education
Harvard University 2001 — 2005
BA, Applied Mathematics: Economics
Commonwealth of Massachusetts Division of Banks June 2012 - July 2014
Cambridge Associates June 2008 - March 2012
Education
University of Massachusetts at Amherst - Isenberg School of Management
BA in Finance, Finance and Economics
Cardiac Care Associates July 2012 - Present
Federal Reserve Board December 2010 - February 2012
Cambridge Associates September 2009 - December 2010
Cambridge Associates August 2008 - September 2009
Education
James Madison University 2003 — 2007
BBA, Finance, Economics
Wells Capital Management June 2011 - Present
The Dow Chemical Company June 2010 - August 2010
Cambridge Associates March 2003 - June 2009
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Finance
Vanderbilt University 1998 — 2002
BS, Economics and Mathematics
Cambridge Associates April 2013 - Present
Cambridge Associates January 2012 - March 2013
Cambridge Associates January 2011 - December 2011
Cambridge Associates July 2009 - December 2010
Cambridge Associates August 2008 - June 2009
Orphan Helpers 2006 - 2008
Skills
SQL, VBA, Microsoft Excel
Education
Isenberg School of Management, UMass Amherst 2001 — 2005
B.B.A., Finance
Stamos Capital Partners, L.P. March 2015 - Present
Google July 2013 - October 2014
Cambridge Associates January 2011 - August 2011
Cambridge Associates July 2008 - December 2010
Education
Harvard Business School 2011 — 2013
MBA
Stanford University 2007 — 2008
MA, Education (Policy, Organization, Leadership Studies)
Stanford University 2003 — 2007
BA, Economics, Music
Cambridge Associates January 2015 - Present
Cambridge Associates August 2012 - December 2014
Princeton University Investment Company June 2011 - August 2011
Summit Rock Advisors August 2008 - July 2010
Goldman Sachs Asset Management July 2005 - July 2008
Skills
Investments, Portfolio Management, Strategy, Equities, Hedge Funds, Finance
Education
Harvard Business School 2010 — 2012
MBA
Washington University in St. Louis 2001 — 2005
BSBA
Imperial College London 2004 — 2004
International Business Study Abroad Program
Ntrepid Corporation October 2014 - Present
Ntrepid Corporation May 2010 - Present
Technoloy Assosiates May 2009 - April 2010
Hewlett-Packard February 2008 - May 2009
SAIC October 2004 - February 2008
Robbins-Gioia, LLC January 2000 - October 2004
Cambridge Associates January 1999 - November 1999
CC Pace January 1997 - January 1999
SRA International July 1994 - January 1997
Skills
Testing, Software Quality..., Quality Center, Requirements Analysis, Integration, User Acceptance Testing, Agile Methodologies, Software Documentation, System Testing, Manual Testing, Oracle, Test Planning, SDLC, SQL, Scrum, Systems Engineering, Software Engineering, Agile Project Management, JIRA, Project Management, TCP/IP, Waterfall, Mentoring, MySQL, Product Management
Education
James Madison University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Computer and Information Sciences and Support Services
Bain & Company July 2014 - Present
Bain & Company September 2011 - July 2014
Harvard Business School September 2009 - May 2011
Bain & Company June 2010 - August 2010
Cambridge Associates 2006 - 2009
Skills
Strategy, Management Consulting, Financial Modeling, Private Equity, Mergers & Acquisitions, Strategic Consulting, Business Process..., Organizational..., Due Diligence, Venture Capital, Valuation, Business Strategy, Media Strategy, Customer Marketing
Education
Harvard Business School 2009 — 2011
MBA, Business
Tufts University 2002 — 2006
BA, Economics
Harvard University; Office of Financial Strategy and Planning June 2013 - Present
Harvard University, Office of Financial Strategy and Planning July 2008 - June 2013
Cambridge Associates June 2003 - August 2006
Skills
Financial Modeling
Education
Harvard University Kennedy School of Government 2006 — 2008
Masters in Public Policy
Wellesley College 1999 — 2003
Bachelor of Arts (B.A.), Economics, English
Cambridge Associates January 2013 - Present
Cambridge Associates July 2011 - December 2012
Cambridge Associates September 2010 - July 2011
Cambridge Associates June 2009 - August 2010
Wellington Management June 2008 - August 2008
Citi 2007 - 2007
Education
Howard University 2005 — 2009
Bachelor of Business Administration, Finance
Cambridge Associates October 2000 - Present
Goldman Sachs Asset Management 1997 - 2000
Grantham Mayo Van Otterloo & Co. LLC 1991 - 1997
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Endowments, Institutional Investors
Education
Harvard University
A.B., Economics
Princeton University
M.P.A., Public Affairs
Princeton University
Ph.D., Public Affairs
Ford Foundation October 2011 - Present
Princeton University Investment Company (PRINCO) August 2005 - October 2011
Cambridge Associates June 1997 - July 2005
Education
James Madison University 1993 — 1997
BBA, Finance
Cambridge Associates March 2013 - Present
Cambridge Associates June 2012 - March 2013
Defense Threat Reduction Agency June 2010 - January 2012
Skills
Microsoft Excel, Microsoft Office, Visio, Technical Writing, PowerPoint, Bloomberg Terminal, VBA
Education
James Madison University - College of Business 2009 — 2012
B.S., Economics
Atlantic Trust September 2013 - Present
Cambridge Associates, LLC June 2009 - Present
Cambridge Associates June 2008 - June 2009
Cambridge Associates September 2007 - June 2008
Skills
Portfolio Management, Investments, Asset Allocation, Fixed Income, Equities, Hedge Funds, Investment Strategies, Mutual Funds, Investment Management, CRM, Management, Leadership, Access, Training, Accounting
Education
James Madison University 2003 — 2007
Bachelor of Business Administration, Finance; Mathematics (Minor)
Wells Fargo September 2012 - Present
Wells Fargo April 2009 - August 2012
Private Start Up Company December 2008 - March 2009
Villanova University January 2007 - December 2008
Nitrogen (formerly Dorland Global) September 2005 - December 2006
Ciena Capital LLC (formerly Business Loan Express - "BLX") February 2004 - August 2005
Association of Schools of Public Health November 2001 - February 2004
Cambridge Associates September 2000 - September 2001
Skills
Loans, Credit, Commercial Lending, Banking, Credit Analysis, Commercial Banking, Small Business Lending, Mortgage Lending, Portfolio Management, Loan Origination, Retail Banking, Consumer Lending, Lines Of Credit, Financial Analysis, Credit Risk, Underwriting, Investments, Relationship Management, Cross Selling, Finance
Education
Villanova University 2007 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
James Madison University - College of Business 1996 — 2000
Bachelor of Business Administration (BBA), Marketing
Cambridge Associates
Education
Harvard University, John F. Kennedy School of Government 1990 — 1992
Masters in Public Policy
Yale University 1986 — 1990
Bachelor of Arts (BA), Political Science, Cum Laude
AJO August 2006 - Present
Cambridge Associates March 2005 - July 2006
Education
James Madison University 2000 — 2004
Bachelor's degree, Finance
Cambridge Associates June 2014 - Present
Commonwealth of Massachusetts September 2013 - November 2013
TOG USA June 2012 - July 2012
Skills
Microsoft Excel, Microsoft Word, Bloomberg Terminal, Government, Stata, Research, Accounting, History, Quantitative Analytics, Data Analysis, PowerPoint, Microsoft Office, Venture Capital, Private Equity, Hedge Funds, Due Diligence, Alternative Investments
Education
Harvard University 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Government
Belmont Hill School 2005 — 2011
High School
Cambridge Associates 2005 - Present
TIAA-CREF 1997 - 2005
Skills
Certified Financial..., Chartered Financial...
Education
Harvard University
Master’s Degree, Education
St. Olaf College
Bachelor’s Degree, Religion/Religious Studies