Cambridge Associates LLC.
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 Headquarters: Boston, MA Founders: Hunter Lewis, James Bailey
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Cambridge Associates LLC. Employees
Lindsey Honari Coaching, LLC June 2005 - Present
Net Expat August 2014 - Present
Robert Gregory Partners November 2014 - Present
Rice University September 2014 - November 2014
University of Houston Rockwell Career Center October 2011 - May 2014
Education Pioneers May 2010 - September 2011
Business School Admissions Consultant August 1997 - May 2010
Cambridge Associates, LLC June 2000 - June 2005
Harvard Business School September 1999 - May 2000
Citi January 1997 - January 1999
Skills
Career Counseling, Project Management, Investment Advisory, Career Development, Public Speaking, Investment Strategies, Trusted Advisor, Admissions Counseling, Financial Analysis, Investments, Program Management, Job Search, Education Reform, Recruiting, Higher Education, Resume Writing, Consulting, Financial Modeling, Interview Preparation, Employee Training, Community Outreach, Management, Leadership, Policy, Non-profits, Interviews, Finance, Strategy, Analysis, Strategic Planning, Marketing, Staff Development, Management Consulting, Risk Management, Time Management, Job Search Strategies, Mergers & Acquisitions, Organizational..., Workshop Facilitation, Training, Onboarding, Data Analysis, Nonprofits, Program Development
Education
Columbia University - Columbia Business School 1994 — 1997
Master of Business Administration (MBA), General Management, Emerging Market Development
Columbia University - School of International and Public Affairs 1994 — 1997
Master of International Affairs, Middle East Studies
Tufts University 1988 — 1992
Bachelor of Arts, cum laude, International Relations
Plan Investment Fund, Inc. April 2015 - Present
BCS Financial Corporation December 2013 - Present
Sawdust Investment Management Corp. January 2009 - December 2013
Cambridge Associates LLC March 2006 - January 2009
Skills
Asset Management, Investment Strategies, Asset Allocation, Fixed Income, Financial Reporting, Risk Management, Credit, Asset Managment, Investments, Financial Modeling, Equities, Hedge Funds, Alternative Investments, Private Equity, Bloomberg, Portfolio Management, Valuation, Investment Management, Capital Markets
Education
Salisbury University - Perdue School of Business 2001 — 2005
Bachelor of Science, Finance
Tilt.com December 2014 - Present
Box February 2014 - December 2014
Box March 2013 - March 2014
Permal Capital Management July 2011 - February 2013
Cambridge Associates, LLC June 2010 - August 2010
Morgan Stanley December 2008 - September 2009
Bakers' Best Cafe & Catering May 2006 - August 2009
Skills
Capital IQ, Financial Modeling, Valuation, Due Diligence, Microsoft Excel, Salesforce.com, ThomsonOne, SaaS, Sales Prospecting, Cold Calling, Private Equity, Management, Venture Capital
Education
Brown University 2008 — 2011
Bachelor of Arts: Classics, Psychology
Belmont Hill School 2001 — 2007
Accenture Strategy May 2015 - Present
Simon-Kucher & Partners March 2014 - December 2014
Cambridge Associates LLC January 2012 - August 2013
Cambridge Associates LLC May 2007 - February 2012
Cambridge Associates LLC August 2004 - May 2007
Boston Private Bank June 2003 - January 2004
Skills
Strategy, Private Equity, Strategic Planning, Venture Capital, Consulting, Pricing, New Business Development, Marketing Strategy, Customer Service, Competition Research, Financial Analysis, Investments, Financial Modeling, Competitive Analysis, Business Strategy, Project Management, Management, Leadership
Education
Fuqua School of Business, Duke University 2012 — 2013
MBA
Babson College 2000 — 2004
BS, Finance
T. Rowe Price June 2012 - Present
T. Rowe Price 2011 - 2011
Cambridge Associates, LLC January 2006 - July 2010
Skills
Alternative Investments, Asset Allocation, Financial Modeling, Due Diligence, Investments, Capital Markets, Financial Analysis, Investment Strategies, Economics, Market Research, Strategy, Analysis
Education
Georgetown University 2010 — 2012
MBA
Penn State University 2001 — 2005
B.S., Economics
Aurora Investment Management June 2013 - Present
Aurora Investment Management June 2010 - June 2013
Aurora Investment Management January 2006 - May 2010
Cambridge Associates LLC August 2004 - December 2005
State Street August 2003 - August 2004
Skills
Microsoft Excel, Visual Basic, Matlab, RiskMetrics, Bloomberg, SQL, MicroStrategy Reporting, Business Intelligence..., Rapid Prototyping, Data Modeling, Data Analysis, Alternative Investments, Derivatives, Data Management, Document Management, Risk Metrics, FX trading
Education
Bentley College 2002 — 2003
Masters Degree in Global Financial Analysis, Finance
Towson University 1996 — 2000
Bachelors Degree in Business Administration, Business
Loyola High School Blakefield 1992 — 1996
Perry Hall Middle School
ContextMedia, Inc. May 2015 - Present
Origin Ventures October 2013 - May 2015
World Business Chicago August 2012 - October 2013
A.T. Kearney November 2011 - August 2012
McMaster-Carr June 2010 - November 2011
Strategy Consultant - Self-Employed June 2009 - June 2010
Tech Cocktail May 2006 - April 2010
DFJ Portage Venture Partners February 2008 - June 2009
FeedBurner November 2005 - September 2007
Cambridge Associates, LLC August 2004 - November 2005
Skills
Economic Development, Financial Analysis, Technology Management, Business Strategy, Program Management, Business Development, Business Planning, Entrepreneurship, Venture Capital, Management Consulting, Strategy, Product Development, Negotiation, Financial Modeling, Management, Start-ups, Public Speaking, Due Diligence, Leadership, E-commerce, Strategic Planning, Mobile Devices, Analysis, Digital Media, Public Relations, Competitive Analysis
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Economics, Marketing
Bentley University 2000 — 2004
B.S., Finance
AppFusions December 2010 - Present
Crestview Technologies, Inc. January 2008 - Present
Learning Bridge LLC June 2006 - December 2007
Techrim LLC April 2004 - June 2006
Cambridge Associates LLC April 2001 - July 2002
MetLife January 1996 - March 2001
Skills
Software Project..., SDLC, Software Development, Business Analysis, Agile Methodologies, Project Management, Enterprise Software, Product Management, Program Management, Scrum, Requirements Analysis, Enterprise 2.0, JIRA, Confluence, Leadership, Social Computing, Web Applications, IBM Connections, Atlassian software, Jive SBS, Integration
Education
Wayne State University 1994 — 1995
MA
Fudan University 1987 — 1991
BS
Leidos April 2013 - Present
Cambridge Associates LLC August 2012 - April 2013
The Washington Post December 2002 - August 2012
Alcatel-Lucent June 2000 - December 2002
Alcatel/Xylan April 1999 - June 2000
Alvarion Ltd./Breezecom April 1998 - April 1999
Skills
LAN-WAN, Juniper Switches, Juniper Firewalls, Cisco Routing &..., SSL VPN, Site-to-Site VPN, Aruba Wireless, TCP/IP, OSPF, BGPv4, F5 BigIP, Sniffer, Cacti, IxChariot, Riverbed Mazu Profiler, Juniper, VPN, Solarwinds, Brocade Switches, Brocade Wireless, Check Point..., Cisco Routers, Brocade, EIGRP, Network Design, Routing, Network Administration, Juniper Technologies, Routers, BGP
Education
Old Dominion University 1996 — 1998
Master of Science (MS), Electrical Engineering
Beijing Information Technology Institute 1990 — 1994
Bachelor of Science (BS), Telecommunications Engineering
Cambridge Associates LLC January 2012 - Present
Cambridge Associates LLC March 2012 - Present
Cambridge Associates LLC August 2010 - December 2011
Cambridge Associates LLC May 2010 - August 2010
Cambridge Associates LLC June 2008 - May 2010
The Peterson Companies May 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Business Analysis, Data Analysis, Performance Analysis, Performance Measurement, Statistical Data..., Stakeholder Analysis, Customer Service, Staff Management, Valuation, Problem Solving, Process Improvement, Operations Management, Project Management, Portfolio Management, Project Planning, Client Relations Skills, Personal Development, Staff Development, Organizational..., Leadership Development, Staff Supervision, Creation Of Training..., Training Programs, Employee Training, Due Diligence, Quality Assurance, Financial Reporting, Financial Services, Investments, Asset Allocation, Equities, Alternative Investments, Hedge Funds, Accurate Data Entry, Bloomberg, Databases, Data Warehousing, Event Planning, Community Service, Community Outreach, Investment Strategies, Leadership
Education
James Madison University - College of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General, Alumni
George Mason University
Non-Degree, Economics, Non-Degree
Epsilon February 2013 - Present
Mercer Health & Benefits September 2010 - December 2012
NetTech Services January 2010 - September 2010
SunGard Data Systems May 2007 - December 2008
Altoros Systems December 2006 - April 2007
Harvard University January 2006 - October 2006
Cambridge Associates LLC January 2005 - December 2005
collection company of america 2005 - 2005
Skills
SDLC, Software Documentation, Databases, Data Analysis, Business Analysis, SQL, HTML, XML, Test Planning, Analysis, Quality Assurance, Microsoft Excel, Troubleshooting, Requirements Analysis, Agile Methodologies, Access, Oracle 9i, Microsoft SQL Server, Unix, Putty, WinSCP, Netezza, ETL, Regression Testing, Microsoft Office, Testing
Education
Suffolk University 2000 — 2004
Bachelor Degree, Business Administration; Computer Information Systems; Finance
WRS Environmental Services / Indy 3000 Inc. May 2008 - May 2010
Travel Impressions February 2006 - February 2007
Cambridge Associates LLC July 2002 - February 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Mac OS X, Spectra, SAP, QuickBooks, Timberline Accounting, Helm, Internet, Accounts Receivable, Finance, Invoicing, Financial Analysis, OS X, Outlook, PowerPoint
Education
Dowling College
Bachelor's Degree
Hofstra University
Cambridge Associates July 2014 - Present
Cambridge Associates LLC July 2010 - Present
Cambridge Associates January 2007 - July 2010
FINRA (formerly NASD) May 2005 - January 2007
FINRA (formerly NASD) May 2004 - May 2005
The Bank of New York Mellon (formerly Mellon Financial Corporation) September 2003 - May 2004
The Bank of New York Mellon July 2001 - September 2003
The Bank of New York Mellon July 2000 - July 2001
The Bank of New York Mellon November 1999 - July 2000
The Bank of New York Mellon November 1997 - November 1999
Skills
Hedge Funds, Securities, Alternative Investments, Equities, Mutual Funds, Asset Management
Education
Austin Preparatory School
Brunel University
N/A, International Business
Norwich University
B.S., Business Administration, Management
Tulane University - A.B. Freeman School of Business
Certificate of Business/Finance
Commonwealth Financial Network October 2012 - Present
Boston College June 2012 - August 2012
Matheys Lane Capital Management June 2011 - January 2012
Cambridge Associates, LLC June 2008 - May 2011
Fidelity Investments May 2007 - August 2007
Skills
Private Equity Due..., Hedge Fund Due Diligence, Alternative Investment..., Performance Measurement, Due Diligence, Portfolio Management, Investments, Hedge Funds, Private Equity, Asset Allocation, Finance
Education
Boston College 2004 — 2008
B.S., Finance, Accounting
Blueport Commerce February 2015 - Present
Digitas June 2013 - January 2015
MIT Sloan School of Management September 2011 - June 2013
Samba Tech September 2012 - January 2013
Staples June 2012 - August 2012
Cambridge Associates, LLC July 2009 - July 2011
Cambridge Associates, LLC July 2007 - July 2009
CRA International May 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Data Analysis, Analytics, Management Consulting, Strategy, Private Equity, Due Diligence, Competitive Analysis, Business Strategy, Investments, Hedge Funds, Digital Marketing, Analysis, Entrepreneurship
Education
MIT Sloan School of Management 2011 — 2013
MBA, Business
Georgetown University 2003 — 2007
BA, Economics, Mathematics
Cambridge Associates LLC May 2000 - Present
Paulson & Co. June 1998 - December 1998
Salomon Smith Barney May 1996 - April 1998
BZW July 1994 - October 1995
PARIBAS August 1993 - September 1993
Mitchell Madison Group July 1993 - August 1993
Hambrecht & Quist January 1990 - June 1992
Goldman Sachs July 1988 - June 1989
Goldman Sachs August 1986 - June 1988
Skills
Hedge fund portfolio..., Hedge Funds, Portfolio Management, Alternative Investments, Asset Allocation, Venture Capital, Asset Management, Institutional Investors
Education
Stanford University Graduate School of Business 1992 — 1994
MBA, Finance
Stanford University 1982 — 1986
BS, Electrical Engineering
Stuyvesant High School 1978 — 1982
Google August 2014 - Present
Yale School of Management August 2012 - August 2014
Google June 2013 - August 2013
Citizen Schools April 2010 - May 2012
Cambridge Associates LLC September 2008 - April 2010
Harvard Law School May 2006 - January 2007
Skills
Salesforce.com, Microsoft Excel, Data Analysis, Business Strategy, Strategy, Spanish, Microsoft Office, Leadership, Event Planning, Analytics, Talent Management, Nonprofits
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
Hamilton College 2004 — 2008
Bachelor of Arts, Comparative Literature; Spanish
Medfield High School
Cambridge Associates LLC 2007 - Present
Boston Ballet January 2007 - May 2007
Scholastic May 2006 - August 2006
Reebok May 2005 - August 2005
Evergreen Investments July 2002 - July 2004
Petra Limited 2000 - 2002
Skills
Business Strategy, Strategy, Valuation, Emerging Markets, Financial Modeling, Due Diligence, Private Equity, Investments, Business Development, Portfolio Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
MBA
Tufts University - The Fletcher School of Law and Diplomacy 2004 — 2007
MALD, International Business Relations
The George Washington University 1997 — 2001
BA, International Affairs
The George Washington University Elliot School of International Affairs 1997 — 2001
BA, International Economics and Political Science
The Collegiate School 1984 — 1997
High School Diploma
Digitas May 2012 - Present
Cambridge Associates, LLC October 2009 - August 2011
Yankee Advisers, LLC October 2008 - September 2009
Oteri Construction Inc June 2008 - September 2008
Anthony M August 2007 - May 2008
Skills
Microsoft Excel
Education
Bentley University 2005 — 2009
Bachelor of Science, Accountancy
Lexington High School 2001 — 2005
Spartan Race, Inc. April 2015 - Present
The TJX Companies, Inc. June 2013 - April 2015
The TJX Companies, Inc. February 2012 - June 2013
Hebrew SeniorLife September 2010 - September 2011
Brigham and Women's Hospital March 2008 - August 2010
Brigham and Women's Hospital April 2007 - March 2008
Cambridge Associates, LLC May 2006 - January 2007
Woodard & Curran 2001 - 2005
Skills
Recruiting, Applicant Tracking..., Talent Acquisition, Onboarding, Employee Relations, Human Resources, College Recruiting, HRIS, Sourcing, Talent Management, Resume Writing, PeopleSoft, Technical Recruiting, New Hire Orientations, Employee Engagement, Interviews, Deferred Compensation, Time Management, Training, Temporary Placement, Hiring, Staffing Services, Management, Internet Recruiting
Education
Northeastern University
Bachelor of Science, Psychology
CDIA
The George Washington University
Certification, Human Resource Generalist
Cambridge Associates, LLC January 2011 - Present
Skills
Portfolio Management, Asset Allocation, Investments, Securities, Finance, Financial Advisory, Alternative Investments, Hedge Funds, Private Equity, Venture Capital, Investment Strategies, Asset Managment
Education
Yale University - Yale School of Management 1983 — 1985
MPPM, Business Administration and Management, General
Stanford University 1971 — 1974
AB, Russian
Abbot Academy 1966 — 1970
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
CALO November 2011 - Present
Lia Capital Partners 2011 - Present
Monterey Bay Aquarium November 2010 - June 2011
Cambridge Associates LLC 2003 - 2009
Boston Rescue Mission 2006 - 2008
Miriam's Kitchen 2004 - 2006
Overseas Private Investment Corporation 2002 - 2003
Office of U.S. Rep. Jim Ramstad 2001 - 2001
Skills
Non-profits, Venture Capital, Entrepreneurship, Due Diligence, Leadership, Management, Analysis, Investments, Finance, New Business Development, Project Management, Nonprofits, Negotiation, Financial Modeling, Strategy, Business Strategy, Private Equity, Team Building, Marketing, Restructuring, Training, Research, Start-ups
Education
American University
BA, Economic Theory and International Relations (Double Major)
Colegio Franklin Delano Roosevelt, American School of Lima
Stanford University Graduate School of Business
MBA, General Management
Cendana Capital September 2014 - Present
Project FROG May 2010 - September 2014
Haas School of Business September 2008 - May 2010
Project FROG May 2009 - August 2009
Horsley Bridge Partners 2005 - 2008
Cambridge Associates LLC 2001 - 2004
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2010
MBA
Williams College 1997 — 2001
B.A, Economics
The Roxbury Latin School 1993 — 1997
Fulcrum IT Services, LLC October 2014 - Present
Fannie Mae February 2013 - Present
Booz Allen Hamilton July 2011 - February 2013
Critical Path Solutions April 2010 - July 2011
Concepts Integration Inc. October 2007 - December 2010
Cambridge Associates LLC. March 2000 - October 2007
Netplex January 1996 - January 2000
thomson technology group January 1993 - January 1996
APACHE Medical Systems 1992 - 1993
Unisys 1991 - 1992
Skills
Program Management, Business Analysis, Software Development, Business Development, SharePoint, Project Management, Consulting, Requirements Analysis, Start-ups, IT Strategy, Integration, Software Project..., Management, SDLC, Enterprise Architecture, Process Improvement
Education
George Mason University - School of Management 2005 — 2006
Master of Science (MS), Information Technology Project Management
University of Maryland College Park 1981 — 1986
BS, Computer Science
Harriett Magee June 2013 - Present
Cambridge Associates LLC April 2005 - June 2013
Financial Services Companies September 1996 - 2005
Financial Publishing Services 2004 - 2004
Pragmatech Software 1995 - 1998
Dalbar June 1994 - August 1996
National Investment Company Services Assn. January 1989 - May 1994
Skills
Newsletters, Editing, Investments, Private Equity, Public Relations, Due Diligence, Venture Capital, Equities, Journalism, Financial Services, Mutual Funds
Education
Boston College
MSW, Clinical social work
Connecticut College
BA, French
The Institute of Dancenergy
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
U.S. Department of State June 2015 - Present
U.S. General Services Administration (GSA) May 2012 - Present
U.S. General Services Administration (GSA) July 2005 - August 2013
Cambridge Associates, LLC January 2005 - May 2005
Birch, Stewart, Kolasch & Birch August 2003 - December 2004
Chevy Chase Bank June 2001 - June 2003
Arlington County Police Department September 1999 - January 2000
Skills
Adobe Software, Microsoft Office, Business Intelligence, Analysis, Excel, Report Writing, Photoshop, Photography, MS Project, Project Portfolio..., Financial Analysis, Financial Reporting, Financial Management, Asset Management, Sustainability Strategy, Real Estate, Government, Federal Government, Negotiation, Tableau, Government Procurement, Performance Improvement, Program Evaluation, Performance Reviews, Program Management, Finance, Public Speaking, Business Relationship..., Relationship Management, Publications Production, Governance, Project Management, Public Policy, Management, Strategic Planning, Microsoft Excel, Sustainability, Asset Managment, Proposal Writing, Business Analysis
Education
George Mason University - School of Management 2001 — 2005
Bachelor
James Madison University - College of Business 2000 — 2001
Bachelor of Business Administration (B.B.A.)
H-B Woodlawn 1993 — 2000
HS Diploma
Cambridge Associates LLC October 2011 - Present
Skills
Microsoft Office, Outlook, Databases, Data Analysis, Data Entry, Quality Assurance, Organizational..., Coordination, Financial Reporting, Following Up, Strategic Communications, Graphics, Usability, Wiki Confluence, Priority Management, Analysis, Time Management, PowerPoint
Education
Florida State University 2008 — 2010
Master of Library & Information Science (MLIS)
Florida State University 2004 — 2008
Bachelor of Arts (BA), Art History, Classical Civilizations
- April 2011 - Present
LIncoln Financial Group June 2014 - January 2015
Cambridge Associates, LLC 2006 - 2009
JPMorgan Retirement Plan Services 2005 - 2006
The Vanguard Group 2001 - 2005
The Vanguard Group 1998 - 2001
Mellon Bond Associates 1997 - 1998
Skills
Strategy, Strategic Planning, Mutual Funds, Marketing Strategy, Marketing Communications, Marketing, Leadership, Financial Services, Strategic Communications
Education
Drexel University 2000 — 2004
M.B.A., Investment Management
Carnegie Mellon University 1996 — 1998
M.A., Professional Writing
College of the Holy Cross 1992 — 1996
B.A., English
Cambridge Associates LLC July 2015 - Present
State Street Investment Analytics 2008 - 2015
BNY Mellon 2005 - 2007
Russell/Mellon Analytical Services 1999 - 2005
Mellon Trust, Investment Information Services 1993 - 1998
The Boston Company Asset Management, LLC 1990 - 1993
Skills
Financial Services, Investments, •Improving Sales and..., •Generating Superior..., Management, Relationship Management, •Excellent public..., Leadership, Mutual Funds, Risk Management, CRM, Analytics, Sales, Equities, Asset Management, Financial Risk, •Advanced negotiation..., •Strategic Contract..., Executive Management, Mergers & Acquisitions, Capital Markets, Due Diligence, Mergers, Entrepreneurship, •Dynamic..., •Building High..., •Business Planning and..., •Merger Assimilation..., •Product Design to..., •New Product Launches..., •Budgeting and P&L...
Education
University of Maine 1982 — 1987
Bachelor’s Degree, English Literature
Waterville Senior High School 1979 — 1982
Boston Security Analysts Society
Harvard Law School
The Program on Negotiation
L.L.Bean January 2015 - Present
Unum August 2014 - December 2014
Stone Coast Fund Services June 2012 - June 2014
Providence Equity Partners LLC October 2008 - May 2011
Cambridge Associates LLC June 2006 - October 2008
Skills
HR Policies, Talent Management, Deferred Compensation, Performance Management, Sourcing, Taleo, Interviews
Education
Colby-Sawyer College 2002 — 2006
Bachelor of Science (B.S.), Business Administration
Wells Fargo September 2015 - Present
Fennebresque & Co. August 2014 - April 2015
Syngenta January 2013 - August 2014
J.R. Simplot Company May 2012 - September 2012
Cambridge Associates LLC April 2008 - June 2011
Yarbrough Farms May 2007 - March 2008
University of the South January 2007 - May 2007
Chicago Board of Trade May 2003 - November 2003
Skills
Financial Statement..., Research Project..., Managing Employees, Data Analysis, Financial Analysis, Research, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Valuation, Market Research, Leadership, Strategic Planning, Analysis, Business Development, Project Management, Strategy, Marketing Strategy, Management, Marketing
Education
Texas A&M University - Mays Business School 2011 — 2013
Master of Business Administration (MBA), Agribusiness and Real Estate, Second Year
Sewanee-The University of the South 2002 — 2006
BA, Economics
The Lawrenceville School 1998 — 2002
High School, High School Diploma
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
Georgetown University's McDonough School of Business August 2013 - Present
Cambridge Associates LLC July 2013 - Present
Cambridge Associates March 2010 - July 2013
Cambridge Associates July 2009 - March 2010
Cambridge Associates September 2007 - July 2009
Skills
Asset Allocation, Financial Modeling, Valuation, Portfolio Management, Analysis, Financial Analysis, Investments, Finance, Equities, Private Equity, Bloomberg, Derivatives
Education
Georgetown University 2012 — 2015
Virginia Tech 2003 — 2007
Bachelor's degree, Finance, General
Mt. Hebron 1999 — 2003
Pearson Smith Realty 2015 - Present
Century 21 Redwood Realty July 2014 - August 2015
Keller Williams Realty, Inc. December 2013 - July 2014
Cambridge Associates LLC. July 2004 - May 2013
Cambridge Associates LLC. 2003 - 2004
Cambridge Associates LLC. October 1999 - July 2003
Curtis Ward and Associates December 1998 - October 1999
Education
University of Phoenix 2006 — 2009
BS, Business/Information Systems, GPA: 3.69
Moseley Flint Real Estate School
Certificate, Residential Real Estate
Morgan Stanley Wealth Management June 2014 - Present
Cambridge Associates March 2014 - June 2014
Cambridge Associates, LLC July 2012 - March 2014
Cambridge Associates July 2012 - April 2013
Belltower Books November 2011 - May 2012
Bucknell University January 2011 - May 2012
Visiting Nurse Service of New York June 2011 - August 2011
SoundWaters June 2008 - August 2010
Skills
Team Leadership, Excel, Word, PowerPoint, Bloomberg, Salesforce.com, Spreadsheets, Healthcare, Economics, Data Analysis, Outlook, Wordpress, Blogging, Social Media, Data Entry, German, Spanish, General Awesomeness, Marketing, Microsoft Excel, Microsoft Word, Strategy, WordPress
Education
Bucknell University 2008 — 2012
BS, Management
Greenwich High School 2008 — 2012
Gilbane Building Company August 2011 - January 2012
Cambridge Associates LLC 2001 - 2010
Arthur Andersen LLP 1999 - 2001
AIMCO 1997 - 1999
ANSTEC, Inc. 1996 - 1997
Independent Insurance Agents of America 1996 - 1996
Hechinger Stores Company 1990 - 1995
Washington Service Bureau, Inc. 1980 - 1990
Education
Green Mountain College
AA, Health Sciences
Independent Consultant: Quantitative Research, Risk Analytics, Risk Management January 2015 - Present
Cambridge Associates LLC 2006 - 2014
Analysis Group 2004 - 2004
Teradyne 1998 - 2003
Skills
Quantitative Analytics, Endowment Funds, Private Foundations, Investment Management, Quantitative Risk..., Data Analysis, Stochastic Modeling, Risk Modeling, Financial Modeling, Valuation, Analytics, Derivatives, VBA, Investments, Asset Allocation, Private Equity, Financial Analysis, Risk Analytics, Risk Management, Analysis, Quantitative Finance, Microsoft Excel, Alternative Investments, Matlab, Bloomberg, @Risk, Crystal Ball, Project Management, Team Leadership, Pension Funds
Education
Massachusetts Institute of Technology - Sloan School of Management
Master of Business Administration (MBA), Finance, 4.8 GPA
Massachusetts Institute of Technology 1996 — 1998
Master of Science (MS), Mechanical Engineering, 4.9 GPA
Massachusetts Institute of Technology 1992 — 1996
Bachelor of Science (BS), Mechanical Engineering Concentration in Economics, 4.9 GPA
Deutsche Bank June 2015 - August 2015
Northwestern University October 2011 - July 2014
Cambridge Associates, LLC October 2007 - March 2011
Russell Investments June 2006 - September 2006
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Dartmouth College 2003 — 2007
BA, Economics, Pre-Medical
Cambridge Associates LLC 2010 - Present
Cambridge Associates LLC July 2005 - March 2010
Education
Tufts University 2001 — 2005
BA, Economics, International Relations
99 Cents Only Stores September 2007 - Present
Cambridge Associates LLC June 2004 - September 2007
Deloitte Consulting January 2001 - June 2004
Skills
Acquisition Integration, Program Management, Financial Systems, Integration, Vendor Management, CRM, Process Improvement, Change Management, Project Planning, ERP, Project Management, Enterprise Software, Management, Leadership, Business Process..., Troubleshooting, Quality Assurance, SDLC, Strategic Planning, Testing, Business Process, IT Strategy, Business Analysis, IT Management, Business Intelligence, Project Portfolio..., PMO, PMP
Education
University of Phoenix 2003 — 2005
MBA, Technology Management
West Virginia University 1998 — 2000
St. Thomas College
Analysis Group August 2015 - Present
Cambridge Associates LLC February 2005 - May 2015
Applied Marketing Science August 2003 - February 2005
Cambridge Associates LLC July 1997 - July 2001
Skills
Talent Management, Learning and Development, Strategic Planning, People Development, Organizational Design, Operational Planning, Project Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2001 — 2003
MBA
Dartmouth College 1993 — 1997
BA
Cambridge Associates LLC August 2007 - Present
Education
Stanford University 1992 — 1994
MBA, Business
Bates College 1981 — 1985
BS, Psychology
CAIA Association
CAIA Charter, Finance
CFA Institute
CFA Charter, Finance
Cambridge Associates May 2013 - Present
Cambridge Associates LLC July 2003 - June 2013
Skills
Alternative Investments, Financial Analysis, Investments, Due Diligence, Private Equity, Valuation, Financial Risk, Risk Management, Operational Risk..., Risk Assessment, Enterprise Risk..., Internal Audit
Education
Bentley College
B.S., Finance
Cerulli Associates May 2012 - Present
Cambridge Associates LLC March 2007 - August 2011
MFC Global Investment Management January 2005 - February 2007
John Hancock Advisers January 2002 - December 2005
John Hancock August 1998 - December 2001
John Hancock January 1997 - July 1998
John Hancock September 1989 - December 1996
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science, Finance
Isenberg School of Management, UMass Amherst
BBA, Finance
Homebridge, Inc. September 2013 - Present
Homeless Prenatal Program November 2014 - Present
The Arc of San Francisco November 2009 - February 2015
Cambridge Associates LLC 2007 - March 2013
Wells Fargo June 2006 - August 2006
Rotaplast International 2005 - 2005
Thomas Weisel Partners 2001 - 2004
Skills
Investment analysis, endowment management, client relationship..., presenting to executive..., non-profit board member, volunteer engagement, Writing, Non-profits, Project Management, Valuation, CRM, Endowments, Nonprofits, Program Management, Financial Analysis, Cash Flow Forecasting, Fundraising, Event Planning, Senior Executive..., Governance, Logistics, Investments, Finance, Philanthropy, Strategic Planning
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2007
Master of Business Administration (MBA)
Stanford University 1997 — 2001
BA
St. Ignatius College Preparatory
Cambridge Associates, LLC June 2007 - Present
American International Group January 2000 - August 2005
Education
University of Virginia - Darden Graduate School of Business Administration 2005 — 2007
MBA
University of Notre Dame 1995 — 1999
BA, American Studies
Goldman Sachs July 2012 - Present
Goldman Sachs June 2011 - August 2011
Cambridge Associates Limited August 2008 - August 2010
Cambridge Associates LLC July 2005 - August 2008
Ropes & Gray LLP May 2004 - August 2004
Skills
Private Equity, Portfolio Management, Valuation, Strategy, Financial Modeling, Hedge Funds, Venture Capital, Alternative Investments, Emerging Markets, Due Diligence, Capital Markets, Equities
Education
Yale University, School of Management 2010 — 2012
Master, Business Administration; Finance and Strategy
Colgate University 2001 — 2005
BA, Philosophy
The Tuck School of Business at Dartmouth
Business Bridge Program
Cambridge Associates LLC May 2007 - Present
RR Donnelley Internet Solutions September 2004 - May 2007
Innovex (Thailand) Limited March 1998 - April 2000
Thai CRT Limited April 1997 - March 1998
Education
Northeastern University 2002 — 2006
Master of Science
Chiang Mai University 1994 — 1997
Bachelor Degree
Cambridge Associates LLC May 2005 - Present
Fidelity Investments July 1997 - May 2005
Scudder, Stevens & Clark (Now owned by Deutsche Bank) February 1991 - July 1997
Skills
CFA, Marketing, Marketing Communications, Investments, Chartered Financial..., Bloomberg, Training, Nonprofits, Alternative Investments, Management, Investment Strategies, Hedge Funds, Investment Management, Mutual Funds, Series 7, Asset Management, Portfolio Management
Education
Boston University 1987 — 1990
Bachelor of Arts, American Studies
Boston University 1986 — 1990
Bachelor of Arts (B.A.), American/United States Studies/Civilization
The Kraft Group October 2012 - Present
HarbourVest Partners December 2009 - September 2012
Acme Packet March 2006 - December 2009
Cambridge Associates LLC July 2005 - March 2006
National Boston September 2004 - July 2005
Skills
Accounting, Financial Reporting, General Ledger, Microsoft Excel, Auditing, PowerPoint, Tax, Financial Statements, Microsoft Word, Outlook, Microsoft Office, Account Reconciliation, Accounts Payable, Strategic Financial..., Investments, Private Equity, Tax Returns, Partnership Taxation, Journal Entries
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
MSA
Bryant University 2000 — 2004
BS, Accounting Information Systems
Fairview Capital Partners August 2012 - Present
MK Capital January 2012 - 2012
Fairview Capital Partners April 2008 - June 2011
Cambridge Associates, LLC June 2006 - April 2008
Skills
Private Equity, Venture Capital, Financial Modeling, Due Diligence, Financial Analysis, Investments, Valuation, Alternative Investments, Corporate Finance, Portfolio Management, Institutional Investors, Bloomberg, LBO, Asset Allocation, Asset Management, Emerging Markets
Education
Northwestern University - Kellogg School of Management 2011 — 2012
MBA
Bentley University 2002 — 2006
BS
Goldman Sachs October 2011 - Present
Goldman Sachs July 2009 - October 2011
Cambridge Associates, LLC June 2002 - October 2007
Education
Gettysburg College 1998 — 2002
Aurora Investment Management April 2010 - Present
Amundi Alternative Investments August 2007 - April 2010
Northern Trust Global Investments September 2006 - August 2007
Nuveen Investments June 2004 - September 2006
Cambridge Associates LLC September 2000 - June 2004
Skills
Alternative Investments, Asset Management, Bloomberg, Corporate Finance, Equities, Financial Modeling, Fixed Income, Fund Of Funds, Hedge Funds, Investment Management, Investments, Mutual Funds, Securities, Strategy
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Analytical Finance and Economics
Wake Forest University 1996 — 2000
BS, Analytical Finance
Wells Fargo Securities March 2013 - Present
Wells Fargo Securities July 2009 - February 2013
The Carlyle Group September 2008 - May 2009
Wachovia Securities, LLC June 2008 - August 2008
CapitalSource Finance LLC February 2004 - July 2007
Cambridge Associates LLC September 2000 - January 2004
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA
University of Richmond - Robins School of Business 1996 — 2000
BSBA, Finance, Economics
Capital One August 2015 - Present
Capital One April 2014 - August 2015
Cambridge Associates June 2012 - April 2014
Cambridge Associates, LLC November 2007 - December 2012
Cambridge Associates, LLC September 2007 - November 2007
Cambridge Associates, LLC March 2006 - September 2007
Cambridge Associates, LLC January 2006 - March 2006
Cambridge Associates, LLC March 2005 - December 2005
Bigdough, Inc August 2004 - February 2005
Skills
Portfolio Management, Investments, Equities, Asset Allocation, Derivatives, Data Analysis, Tableau, R, Valuation
Education
Georgetown University - The McDonough School of Business 2011 — 2014
MBA
University of Virginia 2000 — 2004
BA, Economics
Cambridge Associates January 2015 - Present
Cambridge Associates, LLC July 2013 - December 2014
Skills
Asset Allocation, Alternative Investments
Education
Bowdoin College 1997 — 2001
Muir Station Capital May 2015 - Present
ProShare Advisors March 2014 - April 2015
Campion Asset Management, LLC August 2013 - March 2014
ProShare Advisors May 2010 - July 2013
Cambridge Associates, LLC September 2008 - May 2010
Verizon Federal Regulatory Group April 2007 - June 2007
Ripe N' Ready March 2006 - June 2006
Skills
VBA, Bloomberg, Factset, Portfolio Management, Investments, Research, Microsoft Excel, Financial Research, International Economics, Modeling, Financial Modeling, Equities, Valuation, Mutual Funds, Fixed Income, Financial Analysis, Hedge Funds, Asset Allocation, Alternative Investments, Derivatives, Due Diligence, Bloomberg Terminal
Education
The College of William and Mary - The Mason School of Business 2004 — 2008
BBA/BA, Finance/International Relations
University of Cadiz 2006 — 2006
Bachelor of Arts, International Relations
Abdul Latif Jameel Poverty Action Lab (J-PAL) April 2015 - Present
Foley Hoag LLP January 2011 - Present
Harvard Mediation Program October 2013 - Present
First Wind September 2010 - December 2010
Foley Hoag LLP May 2009 - July 2009
Foley & Lardner, LLP June 2008 - August 2008
Federal Reserve Board August 2005 - May 2007
Cambridge Associates LLC June 2004 - August 2004
IBM May 2003 - August 2003
Skills
Negotiation, Due Diligence, Legal Research, Legal writing, Venture Financing, Data Analysis, Research, Policy Analysis, Contract Negotiation, Corporate Law, Intellectual Property, Licensing, Public Policy, International Law, Mediation, Start-ups
Education
Harvard Law School 2007 — 2010
JD, cum laude
Tufts University 2001 — 2005
BA, summa cum laude, Quantitative Economics, International Relations
Universidad de Alcalá 2004 — 2004
Study Abroad
The Boeing Company January 2010 - August 2013
The Boeing Company September 2006 - January 2010
Cambridge Associates, LLC 2005 - 2006
Skills
Alternative Investments, Corporate Finance, Equities, Hedge Funds, Asset Management, Fixed Income, Financial Modeling, Valuation, Due Diligence, Investment Strategies, Strategic Financial..., Bloomberg, Portfolio Management, Investor Relations, Investments, Derivatives, Financial Analysis, Private Equity, Capital Markets, Asset Allocation
Education
University of North Carolina at Chapel Hill
BA, Economics
The Boston Consulting Group August 2013 - Present
Cambridge Associates LLC January 2012 - August 2013
High Street Partners June 2011 - January 2012
High Street Partners November 2009 - May 2011
Ernst & Young LLP October 2005 - November 2009
Skills
Accounting, Auditing, Cash Management, Consolidation, Finance, Financial Analysis, Financial Reporting, Project Management, SEC filings, US GAAP, Internal Controls
Education
D'Amore-McKim School of Business at Northeastern University 2004 — 2005
MSA/MBA, Accounting
Boston University 2000 — 2004
BA, Economics
Lutron Electronics December 2014 - Present
United States Navy January 2013 - December 2013
United States Navy January 2010 - December 2012
Ashland Partners April 2011 - February 2012
State Street Bank May 2008 - April 2011
Starbucks Coffee Company August 2006 - May 2008
Suffolk University May 2006 - May 2008
Cambridge Associates LLC February 2007 - April 2007
Skills
Investments, Alternative Investments, Microsoft Office, Finance, Management, VBA, Public Speaking, Team Leadership, Leadership, Private Equity, Performance Analysis, Budgets, Client Relationship..., Customer Service, Process Improvement, CRM, Microsoft Excel, Analysis, Financial Analysis, Training
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
Master of Business Administration (M.B.A.)
Suffolk University 2004 — 2008
Bachelor's Degree, Business Administration and Management, Finance, Cum Laude
Georgetown University Senior ConsultantBooz Allen HamiltonApril 2007 - August 2014
BearingPoint June 2006 - April 2007
Cambridge Associates LLC June 2004 - June 2006
Skills
Writing, Editing, Communication, PowerPoint, Microsoft Excel, Microsoft Word, Data Analysis, Survey Design, Change Management, Proofreading, Program Management, Analysis, Management Consulting, Strategy, Financial Analysis, Budgets, Financial Modeling, Business Process..., Certified Integrative...
Education
Georgetown University
Bachelor of Arts (B.A.), Economics
Institute for Integrative Nutrition
Certified Integrative Nutrition Health Coach, Nutrition and Wellness
AT&T December 2013 - Present
AT&T April 2013 - December 2013
AT&T August 2012 - March 2013
AT&T July 2011 - July 2012
Kenan-Flagler Business School 2009 - 2011
GE Capital June 2010 - August 2010
Cambridge Associates December 2007 - July 2009
Cambridge Associates June 2005 - December 2007
Cambridge Associates LLC December 2004 - June 2005
Cambridge Associates LLC November 2003 - December 2004
Skills
Process Improvement, Corporate Finance, Management, Recruiting, Project Management, Business Strategy, Strategic Planning, Product Management, Team Leadership, Forecasting, Business Process..., Investments, Financial Modeling, Strategy, Strategic Partnerships, Product Development, Vendor Management, Cross-functional Team..., Leadership, Business Analysis, Business Development, Market Research, Analytics, Start-ups, Analysis, Financial Analysis, Competitive Analysis, Program Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
Masters, Business Administration
Bucknell University 1998 — 2002
Bachelor of Science, Business Administration
HubSpot August 2015 - Present
HubSpot June 2014 - July 2015
Cognizant Technology Solutions June 2013 - August 2013
Chemonics International May 2008 - June 2012
Cambridge Associates, LLC August 2007 - April 2008
Fairfax County Public Schools April 2004 - August 2007
Skills
Enterprise Architecture, User Experience, Requirements Analysis, Business Analysis, Enterprise Software, User-centered Design, Software Development, Sales Engineering, Marketing Strategy, Python, Data Modeling, Agile Methodologies, Product Management, SQL, Mobile Devices, Cross-functional Team..., Systems Analysis, .NET, HTML, CSS, Analytics, Data Analysis, Product Development, SAS E-Miner, SPSS, Performance Measurement, Enterprise Information..., User Acceptance Testing, CSS3, PHP, MySQL, Ruby on Rails, JavaScript
Education
Boston University Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing, Honors
Boston University Graduate School of Management 2012 — 2014
Master of Science (MS), Information Systems, High Honors
George Mason University
BS, Information Technology (Information Security and Network Administration)
Cambridge Associates, LLC 2014 - Present
Cambridge Associates, LLC 2002 - 2013
Skills
Employee Relations, Benefits Design and..., HRIS Implementation, Deferred Compensation, Legal and Compliance, Onboarding, Benefits Administration, Employee Benefits, Human Resources, Applicant Tracking..., Recruiting, Performance Management, Learning and Talent..., Talent Acquisition, Expatriate Program...
Education
Colby College
Bachelor of Arts (BA), Administrative Science
Bentley University
Certificate in Human Resources Management
Clean Harbors October 2015 - Present
Clean Harbors July 2014 - September 2015
Clean Harbors November 2012 - July 2014
Dunkin' Brands September 2011 - November 2012
CAMBRIDGE ASSOCIATES LLC August 2007 - July 2011
Dunkin' Brands December 2005 - August 2007
Dunkin Brands May 2002 - December 2005
Dunkin Brands April 2000 - April 2002
Dunkin Brands September 1998 - April 2000
Skills
Process Improvement, Financial Reporting, Accounting, Budgeting, Audit, Financial Modeling, Account Reconciliation, Cash Flow Forecasting, Transfer Pricing, Intercompany, Cost Allocation, Financial Analysis, Data Analysis, Statutory Audit, Forecasting, Variance Analysis, General Ledger, Payroll, Essbase, Income Statement, Finance, Hyperion Enterprise, Microsoft Excel, Accounts Payable, Cash Management, Pricing, Financial Statement..., Cash Flow, Hyperion Planning, Microsoft Word, Oracle Financial, PeopleSoft Financial, Auditing, Budgets, Financial Forecasting, Sarbanes-Oxley Act, Sarbanes-Oxley, Fixed Assets, Strategic Financial..., Internal Audit, Accruals, Managerial Finance, Internal Controls, Revenue Recognition, Financial Accounting, SEC filings, US GAAP, Accounts Receivable, PeopleSoft, Financial Statements
Education
University of Phoenix 2002 — 2004
Masters, Business Administration
Bridgewater State College 1995 — 1999
Bachelor of Science, Management Science
Waltham High School
Waltham High School
American Infrastructure MLP Funds June 2014 - June 2015
American Infrastructure Funds, LLC June 2011 - June 2014
Cambridge Associates LLC June 2008 - June 2011
State Street June 2005 - May 2008
Leading Resources Inc 2003 - 2005
Skills
Private Equity, Financial Modeling, Equities, Investments, Microsoft Office, PowerPoint, Hedge Funds, Microsoft Excel, Due Diligence, Bloomberg, Customer Service, Alternative Investments, Valuation, Financial Analysis
Education
Santa Clara University 2015 — 2015
Certificate in Advanced Accounting Proficiency (CAAP), Accounting
Antioch High School
University of California, Davis
Franklin Templeton Investments December 2006 - Present
T. Rowe Price Investment Services September 2004 - December 2006
Cambridge Associates LLC September 1997 - August 2004
Skills
Investment Management, Capital Markets, Marketing Strategy, Investments, Project Management, Management, Program Management, Institutional..., Asset Management, Mutual Funds, Research, Investment Strategies, Asset Allocation, Alternative Investments, Equities, Fixed Income, Financial Services
Education
The George Washington University 1997 — 2000
M.A., International Trade & Investment Policy
American University 1990 — 1995
B.A., Economics & International Affairs
St. Ignatius College Prep 1987 — 1990
Diploma
Crawford Household April 2015 - Present
Krempa Associates, Inc. September 2013 - June 2015
Crawford Household May 2011 - September 2013
Krempa Associates, Inc July 2009 - May 2011
Robert Half Finance & Accounting August 2008 - December 2008
Cambridge Associates LLC 2000 - 2008
Education
The Catholic University of America 1996 — 2000
BA, Mathematics
RBS Markets and International Banking November 2013 - Present
State Street Global Markets October 2010 - October 2013
Stifel Nicolaus & Company February 2010 - October 2010
Cambridge Associates, LLC August 2009 - February 2010
Lemma Senbet Fund May 2008 - May 2009
Constellation Energy June 2008 - August 2008
Skills
Microsoft Office Suite..., Bloomberg, Summit, MarketWire, Equities, Fixed Income, Portfolio Management, Investments, Hedge Funds, Derivatives, Financial Modeling, Trading, Finance, Mutual Funds
Education
University of Maryland College Park 2005 — 2009
BS, Finance
NHS
eFront February 2015 - Present
Cambridge Associates LLC October 2008 - February 2015
State Street Bank & Trust Co. June 2007 - October 2008
The Beacon Group July 2006 - May 2007
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Arts (B.A.), Economics
DePaul University 2014 — 2014
Strategic Management Certificate Program
Cambridge Associates December 2011 - Present
Cambridge Associates LLC 2013 - 2015
Cambridge Associates LLC 2013 - 2015
Cambridge Associates LLC 2013 - 2015
MFS Investment Management March 2010 - December 2011
Wellington Management Company, LLP 2004 - 2009
Wellington Management Company, LLP 2002 - 2004
Wellington Management Company, LLP 2001 - 2002
Education
Boston University - Graduate School of Management
M.B.A., Entrepreneurial Concentration
L'Université Catholique de l'Ouest - Angers
French Studies
University of Massachusetts, Amherst
B.S., Hotel, Restaurant and Travel Administration
Greenlight Masters July 2014 - Present
Novus Partners September 2010 - April 2014
Cambridge Associates LLC December 2009 - September 2010
Cambridge Associates LLC September 2008 - December 2009
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Portfolio Management, Financial Modeling, Private Equity, Investment Management, Valuation, Equities
Education
Duke University 2004 — 2008
BS, Biology
ISI Group, Inc August 2010 - Present
CAMBRIDGE ASSOCIATES, LLC June 2007 - August 2010
Skills
Alternative Investments, Bloomberg, Equities
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
BS, Finance
The Martin J. Whitman School of Management
Bachelor of Science, Finance
Syracuse University
NeuroPace February 2015 - Present
Stryker Instruments March 2011 - February 2015
Daiichi Sankyo February 2009 - March 2011
Fusion Properties, Inc. December 2006 - February 2009
Wilson Associates Engineering and Survey, Inc. October 2003 - December 2006
Cambridge Associates, LLC June 2000 - October 2003
Skills
Medical Devices, Sales, Account Management, Capital Equipment, Management, Marketing, Sales Operations, Product Launch, Pharmaceutical Sales, Marketing Strategy, Leadership, Sales Process, Selling, Cold Calling
Education
Wentworth Institute of Technology 2004 — 2005
Land Surveying Technology, GPS and GIS
Wallace E. Carroll School of Management
Bachelor of Science, Management; Finance
Sophia University
BCBSFL February 2008 - Present
Delasoft, Inc October 2006 - June 2013
Cordis April 2007 - February 2008
Cambridge Associates LLC December 2006 - March 2007
3i Infotech March 2003 - August 2006
Tossex Infotech Ltd April 1997 - February 2003
SUMITHRA PHRAMACEUTICALS LTD December 1996 - April 1997
Skills
Oracle, Unix, DB2, Crystal Reports, PL/SQL, Data Warehousing, SDLC, Informatica, Requirements Analysis, SQL, SOA, Microsoft SQL Server, Databases, Web Services, Enterprise Architecture, XML, Agile Methodologies, Business Objects, Solution Architecture, JSP
Education
MKU 1999 — 2002
MCA, Computers
Kakatiya University
PGDCA, Computer Science
Cambridge Associates July 2015 - Present
Cambridge Associates May 2014 - Present
Cambridge Associates, LLC August 2006 - May 2014
The Share Group May 2005 - July 2006
The Share Group August 2000 - May 2005
Skills
Fundraising, Event Planning, Microsoft Excel, Research, Customer Service, Microsoft Office, Event Management, PowerPoint, Social Media, Access, Public Speaking, Data Analysis, Microsoft Word, Public Relations, Outlook
Education
Suffolk University 2011 — 2014
BA, Global Business and management, in progress
Bunker Hill Community College 2009 — 2011
AS, International Business, 3.56
Bank of America August 2015 - Present
Bank of America June 2012 - August 2015
Bank of America/Compass Group May 2011 - June 2012
Wells Fargo Insurance Services November 2010 - May 2011
Cambridge Associates, LLC September 2009 - September 2010
Massachusetts General Hospital for Children February 2009 - September 2009
Wellington Management Company, LLP May 2006 - December 2008
State Street Corporation December 2003 - May 2006
Skills
Event Planning, Meeting Planning, Fine Dining, Scheduling, Contract Management, Logistics, Compliance, Team Supervision, Accounting, Process Improvement, Management, Process Scheduler, Supervising, Budgets, Interviews, Human Resources, Recruiting, Training, Teamwork, Project Management, Negotiation, Employee Relations, Finance, Leadership
Education
State University of New York at Buffalo 1999 — 2003
B.A., Communication
N/A February 2013 - Present
VivaKi Nerve Center October 2011 - February 2013
VivaKi Nerve Center June 2010 - October 2011
VivaKi Nerve Center February 2010 - June 2010
Cambridge Associates, LLC October 2008 - December 2009
Beacon Hill Staffing Group July 2008 - October 2008
Putnam Investments November 2005 - July 2008
Skills
Internet Recruiting, Campus Recruiting, Social Networking, Sourcing, Wine Pairing, Negotiation, Digital Media, Recruiting
Education
Drew University 2001 — 2004
B.A, Psychology; English
Boston University 2000 — 2001
Liberal Arts
Westminster School 1996 — 2000
Ethical Culture
Development Finance Initiative June 2015 - Present
Development Finance Initiative August 2014 - May 2015
HR&A Advisors May 2014 - August 2014
UNC Chapel Hill Department of City & Regional Planning August 2013 - May 2014
Cambridge Associates, LLC July 2007 - February 2013
Cambridge Associates July 2007 - February 2013
Cambridge Associates July 2007 - November 2010
Education
University of North Carolina at Chapel Hill 2013 — 2015
Master's Degree, City/Urban, Community and Regional Planning
University of North Carolina at Chapel Hill 2013 — 2015
Master’s Degree, City and Regional Planning
American University 2003 — 2007
Bachelor's Degree, Finance and Real Estate
American University - Kogod School of Business
Bachelors of Science, Business Administration; Real Estate and Finance
CERAM School of Business
T. Rowe Price September 2000 - Present
Cambridge Associates, LLC 1996 - 2000
National Geographic Society 1992 - 1996
Skills
Alternative Investments, Asset Allocation, Investments, Investment Management, Investment Strategies, Wealth Management, Wealth Management..., Portfolio Management, Consultants, Capital Markets, Financial Modeling, Valuation, Risk Assessment, Onboarding, Strategic Partnerships, Series 63
Education
Georgetown University 1983 — 1985
Master of Science (MSc), Accounting
Miami University 1969 — 1973
Bachelor of Arts (BA), History
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)
Apex Systems March 2015 - Present
Cambridge Associates, LLC August 2000 - Present
Skills
Software Development, Scrum, Web Development, Databases, Integration, Object Oriented Design, Data Migration, Programming, Unix, Test Driven Development, Operating Systems, Software Installation, Windows, Microsoft SQL Server, SQL, Agile Methodologies, XML, Web Services
Education
Strayer University 1983 — 1985
Bachelor's Degree, Data Processing Management, 3.5