Capital Management Associates
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Capital Management Associates Employees
Mundful Asset Planning July 2013 - Present
Superior Kiteboarding School, LLC May 2010 - September 2013
Extreme Action Sports June 2006 - October 2009
Capital Management Associates September 2006 - May 2009
The Wilds Golf Club 2001 - 2006
Education
University of Minnesota-Duluth 2009 — 2013
Bachelors of Accountancy, Finance and Accounting
Normandale Community College 2006 — 2009
Associate
Le Cordon Bleu College of Culinary Arts-Minneapolis 2002 — 2004
Associate of Arts, Culinary Arts
Prior Lake Highschool
Jane Street October 2015 - Present
Credit Suisse April 2011 - June 2015
Capital Management Associates July 2009 - April 2011
Skills
Bloomberg, Fixed Income, Bonds, Financial Modeling, Derivatives, Hedge Funds, Microsoft Excel, VBA, C++, Series 7, R, Options, High Yield, Uniform Combined State..., FINRA, Bloomberg Terminal, Quantitative Finance, Capital Markets, Equities, SQL, Series 55, Series 66, Python
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2015
Master of Science (MS), Computational Finance
New York University 2005 — 2009
Bachelor’s Degree, Economics, Music Business
Capital One April 2013 - Present
Bulger Communications May 2012 - April 2013
Bain & Company May 2011 - May 2012
Booz & Company January 2008 - June 2011
Booz Allen Hamilton January 2000 - January 2008
Robinson Lerer & Montgomery January 1995 - January 2000
Institute of International Bankers January 1994 - January 1995
Capital Management Associates January 1991 - January 1994
Skills
Media Relations, Internal Communications, Digital Marketing, Brand Management, Thought Leadership, Strategic Communications, Corporate Communications, Strategy, Strategic Partnerships, Marketing Strategy, Business Strategy, Strategic Planning, Integrated Marketing, Digital Media, Digital Strategy, Management Consulting, Program Management, Marketing, Message Development, CRM, Leadership, Crisis Management, Lead Generation, Newsletters, Marketing Communications, Content Strategy, Social Media, Management, Messaging, Positioning, Corporate Social..., Crisis Communications, Content Development, Creative Direction, Communication Training, Brand Development, Multi-channel Marketing, Cross-functional Team..., Brand Architecture, Mergers & Acquisitions, Corporate Branding
Education
Hamilton College
BA, English
Brownson, Rehmus & Foxworth March 2013 - Present
Taproot Foundation February 2012 - Present
Aristos Capital, LLC January 2010 - December 2010
Dreman Value September 2006 - May 2009
Lord Abbett 1996 - 2005
Capital Management Associates 1992 - 1996
Bankers Trust Company 1987 - 1991
Beale & Humphrey, Attorneys at Law 1984 - 1985
Skills
Excel, VBA, FactSet, Bloomberg
Education
Columbia University - Columbia Business School
MBA, Finance
University of Kentucky College of Law
JD, Law
Vanderbilt University
BA, Economics and French
Coursera
NYU - School of Continuing Professional Studies
J.P. Morgan May 2015 - Present
J.P. Morgan May 2013 - May 2015
AIG GLOBAL REAL ESTATE February 2003 - October 2009
CREDIT SUISSE FIRST BOSTON (DLJ) January 1999 - January 2002
Credit Suisse First Boston 1999 - 2002
Capital Management Associates January 1993 - January 1997
Skills
Portfolio Management, Asset Management
Education
Pace University - Lubin School of Business 1994 — 1999
BBA, Finance
International SOS April 2012 - June 2014
Logistics Support Consulting, S.A. January 2012 - June 2012
TechnoServe September 2009 - November 2010
Dreman Value Management October 2005 - July 2008
Capital Management Associates June 2001 - October 2005
Skills
Investments, International..., Financial Modeling, Valuation, Strategy, Start-ups, Analysis, Portfolio Management, Capital Markets, Entrepreneurship, Equities, Competitive Analysis, Finance, Market Research, Banking, Business Development, Emerging Markets, Economics, Policy Analysis, International Relations, Financial Analysis, Economic Development, Non-profits, Market Analysis, Financial Services, Nonprofits, Management
Education
Harvard University Kennedy School of Government 2008 — 2009
Master in Public Administration
CFA Institute 2002 — 2004
Chartered Financial Analyst
University of New Hampshire - Whittemore School of Business and Economics 1997 — 2001
BS, Major: Business Adminstration; Minor: Music, French
Societe Generale March 2010 - December 2011
Standard & Poor's June 2006 - February 2010
Capital Management Associates February 2004 - June 2006
Stanford Graduate School of Business September 2001 - June 2003
Royal Bank of Scotland September 1998 - May 2001
Skills
Data Analysis, R, R Studio, Data Science, Time Series Analysis, Logistic Regression, Spotfire, Business Objects, SQL
Education
Stanford University Graduate School of Business 2001 — 2003
MBA, Business
Université Paris Dauphine
Master of Science (MS), Data Sciences - Applied Mathematics
Université Panthéon Sorbonne (Paris I)
Bsc., Applied Mathematics
Hirtle, Callaghan & Co. May 2011 - Present
Capital Management Associates December 2007 - May 2011
LaBranche & Co. October 2002 - January 2007
Skills
Equities, Equity Trading, Hedge Funds, Series 7, Trading, Investment Advisory, Investment Management, Asset Allocation, Asset Management, Investment Strategies, Portfolio Management, Alternative Investments, ETFs, Bloomberg, Investments, Fixed Income, Securities, Series 63, Capital Markets, Mutual Funds
Education
Saint Joseph's University 1996 — 2000
Arizona State University
Prime Mover Capital October 2006 - Present
Crabbe Huson 1997 - 2002
Capital Management Associates 1993 - 1997
Tiger Management 1988 - 1990
Morgan Stanley 1986 - 1988
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1992
MBA, Finance
Kenyon College 1982 — 1986
BA, Economics
PNC Wealth Management March 2010 - Present
Capital Management Associates August 2008 - March 2010
Sun Trust Bank August 2003 - June 2007
SunTrust Bank 2000 - 2007
Sun Trust Bank September 2000 - August 2003
The Investment Counsel Company January 1985 - September 2000
Skills
Wealth Management, Asset Allocation, Portfolio Management, Financial Services, Investment Advisory, Series 7, Asset Management, Banking, Investments, Wealth Management..., Investment Management, Financial Planning
Education
Rollins College 1991 — 1994
BA, Economics
J&J Distributing August 2012 - Present
Capital Management Associates August 2009 - August 2012
Gittleman Management Corporation September 2008 - February 2009
Gittleman Management Corporation April 2008 - September 2008
DAC Industries, Inc. September 2004 - December 2007
Buffets, Inc. March 2003 - October 2006
Skills
Keyboarding at 75 words..., PowerPoint, Document Control, .PDF Creation and..., Advanced Word Processing, Administrative Law, Contracts, Criminal Law Procedure, Family Law, Legal Terminology, Litigation, Ethics for the Law..., Human Behavior, Legal Research, Legal Writing, Probate Practice, Law Office Procedures..., Invoicing, Accounts Receivable
Education
Minnesota School of Business 2009 — 2011
AAS, Paralegal, 3.72/4.0
MMHP Investment Advisors March 1992 - Present
Capital Management Associates January 1991 - January 1992
State of Florida Retirement System June 1986 - January 1990
Skills
Earned Charterted...
Education
Auburn University 1981 — 1986
Bachelor of Science (BS), Finance