Center for Advanced Financial Education
Description
Address: 10 Lower Spadina Ave #700, Toronto, ON M5V 2Z2, Canada Province: Ontario Phone: +1 416-444-5251: Category: Website: : Place name: : : : : Website: http://iafe.ca/ Category: Educational Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?
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Center for Advanced Financial Education Employees
Employee
Years
Job
Industry
Matthew Hoff Matthew Hoff's Center for Advanced Financial Education Experience August 2012 - December 2012
Job Advisory Services Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates November 2014 - Present
State Street July 2013 - October 2014
Recon Capital Partners December 2012 - February 2013
Center for Advanced Financial Education August 2012 - December 2012
The Travelers Companies, Inc June 2012 - August 2012
D. E. Shaw & Co., L.P May 2011 - August 2011
Gazis and Associates April 2009 - August 2010
Skills
Microsoft Excel, Microsoft Office, Fundamental Analysis, PowerPoint, Technical Analysis, Behavioral analysis
Education
Gabelli School of Business 2010 — 2013
Bachelor of Science, Finance
Roger Williams University 2010 — 2013
Current Student, Finance, General
Roger Williams University 2010 — 2013
Cambridge Associates November 2014 - Present
State Street July 2013 - October 2014
Recon Capital Partners December 2012 - February 2013
Center for Advanced Financial Education August 2012 - December 2012
The Travelers Companies, Inc June 2012 - August 2012
D. E. Shaw & Co., L.P May 2011 - August 2011
Gazis and Associates April 2009 - August 2010
Skills
Microsoft Excel, Microsoft Office, Fundamental Analysis, PowerPoint, Technical Analysis, Behavioral analysis
Education
Gabelli School of Business 2010 — 2013
Bachelor of Science, Finance
Roger Williams University 2010 — 2013
Current Student, Finance, General
Roger Williams University 2010 — 2013
Kyle Pallanck Kyle Pallanck's Center for Advanced Financial Education Experience May 2015 - August 2015
Job Roger Williams Mail Center Work Study
Industry Financial Services
Experience
Inter Class Council May 2014 - Present
Roger Williams University August 2013 - Present
Recon Capital Partners May 2015 - August 2015
Center for Advanced Financial Education May 2015 - August 2015
Center for Advanced Financial Education January 2015 - May 2015
Financial Management Association (FMA) September 2014 - December 2014
Town of Stafford May 2014 - August 2014
FedEx Ground June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Outlook, Leadership, Event Planning, Research
Education
Roger Williams University 2012 — 2016
Bachelor’s Degree, Bachelor of Science, Finance, Senior
Stafford High School 2008 — 2012
Diploma
Inter Class Council May 2014 - Present
Roger Williams University August 2013 - Present
Recon Capital Partners May 2015 - August 2015
Center for Advanced Financial Education May 2015 - August 2015
Center for Advanced Financial Education January 2015 - May 2015
Financial Management Association (FMA) September 2014 - December 2014
Town of Stafford May 2014 - August 2014
FedEx Ground June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Outlook, Leadership, Event Planning, Research
Education
Roger Williams University 2012 — 2016
Bachelor’s Degree, Bachelor of Science, Finance, Senior
Stafford High School 2008 — 2012
Diploma
Adam Betancourt Adam Betancourt's Center for Advanced Financial Education Experience December 2011 - May 2012
Job Treasury Analyst at Fortress Investment Group
Industry Financial Services
Experience
U.S. Trust August 2015 - Present
Seeking Alpha April 2013 - Present
Fortress Investment Group December 2014 - February 2015
Auxis April 2014 - August 2014
Center for Advanced Financial Education December 2011 - May 2012
Roger Williams University August 2011 - December 2011
GAMCO Investors, Inc. August 2011 - September 2011
Skills
Investments, Microsoft Excel, Financial Modeling, Portfolio Management, Financial Analysis, PowerPoint, Social Networking, Management, Asset Allocation, Sales, Marketing, Microsoft Word, Facebook, Market Research, Social Media Marketing, Technical Analysis, Fundamental Analysis of..., Portfolio Analysis, Economics, Research, Excel, Valuation, VBA, Public Speaking
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master's degree- Class of 2014, Global Finance, GPA: 3.75
Roger Williams University 2008 — 2012
Bachelor's degree, Finance, 3.43 GPA
Randolph High School 2004 — 2008
High School Diploma
U.S. Trust August 2015 - Present
Seeking Alpha April 2013 - Present
Fortress Investment Group December 2014 - February 2015
Auxis April 2014 - August 2014
Center for Advanced Financial Education December 2011 - May 2012
Roger Williams University August 2011 - December 2011
GAMCO Investors, Inc. August 2011 - September 2011
Skills
Investments, Microsoft Excel, Financial Modeling, Portfolio Management, Financial Analysis, PowerPoint, Social Networking, Management, Asset Allocation, Sales, Marketing, Microsoft Word, Facebook, Market Research, Social Media Marketing, Technical Analysis, Fundamental Analysis of..., Portfolio Analysis, Economics, Research, Excel, Valuation, VBA, Public Speaking
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master's degree- Class of 2014, Global Finance, GPA: 3.75
Roger Williams University 2008 — 2012
Bachelor's degree, Finance, 3.43 GPA
Randolph High School 2004 — 2008
High School Diploma
Molly (Mary) Petrone Molly (Mary) Petrone's Center for Advanced Financial Education Experience December 2014 - May 2015
Job Recent Graduate | B.S. in Finance and Marketing
Industry Financial Services
Experience
Pall Life Sciences June 2015 - Present
Center for Advanced Financial Education December 2014 - May 2015
Center for Advanced Financial Education August 2014 - December 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Microsoft Office, Facebook, Social Media, Public Speaking, Time Management, Customer Service, Leadership, Research, Social Networking, Marketing, Access, Portfolio Management, Bloomberg
Education
Roger Williams University 2011 — 2015
Bachelor of Science (BS), Finance and Marketing
Algonquin Regional High School 2007 — 2011
Pall Life Sciences June 2015 - Present
Center for Advanced Financial Education December 2014 - May 2015
Center for Advanced Financial Education August 2014 - December 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Microsoft Office, Facebook, Social Media, Public Speaking, Time Management, Customer Service, Leadership, Research, Social Networking, Marketing, Access, Portfolio Management, Bloomberg
Education
Roger Williams University 2011 — 2015
Bachelor of Science (BS), Finance and Marketing
Algonquin Regional High School 2007 — 2011
Dylan Matteo Dylan Matteo's Center for Advanced Financial Education Experience May 2014 - May 2015
Job Broker at Legends Securities, Inc.
Industry Financial Services
Experience
Legend Securities, Inc. May 2015 - Present
Center For Advanced Financial Education May 2014 - May 2015
Center for Advanced Financial Education January 2014 - May 2014
All Hours Energy June 2012 - August 2012
Hudnson & McCoy Fish House & Bar May 2012 - August 2012
Skills
Public Speaking, Strategic Planning, Capital Budgeting, Innovation, Organization, Financial Analysis, Promoting solutions, Marketing Research, Financial Reporting, Microsoft Word, Microsoft Office, Microsoft Excel, Leadership, Technical Analysis, Management, Time Management, Portfolio Management, PowerPoint, Teamwork, Social Media, Customer Service, Research, Finance
Education
Roger Williams University 2011 — 2015
Bachelor of Science (B.S.), Finance, General, Senior
Oceanside High School 2007 — 2011
Business/Commerce, General
Legend Securities, Inc. May 2015 - Present
Center For Advanced Financial Education May 2014 - May 2015
Center for Advanced Financial Education January 2014 - May 2014
All Hours Energy June 2012 - August 2012
Hudnson & McCoy Fish House & Bar May 2012 - August 2012
Skills
Public Speaking, Strategic Planning, Capital Budgeting, Innovation, Organization, Financial Analysis, Promoting solutions, Marketing Research, Financial Reporting, Microsoft Word, Microsoft Office, Microsoft Excel, Leadership, Technical Analysis, Management, Time Management, Portfolio Management, PowerPoint, Teamwork, Social Media, Customer Service, Research, Finance
Education
Roger Williams University 2011 — 2015
Bachelor of Science (B.S.), Finance, General, Senior
Oceanside High School 2007 — 2011
Business/Commerce, General
David Aldo David Aldo's Center for Advanced Financial Education Experience September 2012 - May 2013
Job Financial Analyst at IntegraMed
Industry Financial Services
Experience
IntegraMed June 2013 - Present
Recon Capital Partners June 2012 - June 2013
Center for Advanced Financial Education September 2012 - May 2013
Black Rock Column May 2009 - September 2012
Caraluzzi's Market 2007 - 2009
Skills
Microsoft Excel, Customer Service, Research, Public Speaking, Technical Analysis, Fundamental Analysis, Behavioral Analytics, Portfolio Management, Management, Treasury Management, Derivatives, Valuation, Bloomberg, Financial Modeling, Investment Management, Microsoft Office, Microsoft Word, Mutual Funds, PowerPoint, Securities
Education
Roger Williams University 2009 — 2013
Bachelor of Science, Finance
IntegraMed June 2013 - Present
Recon Capital Partners June 2012 - June 2013
Center for Advanced Financial Education September 2012 - May 2013
Black Rock Column May 2009 - September 2012
Caraluzzi's Market 2007 - 2009
Skills
Microsoft Excel, Customer Service, Research, Public Speaking, Technical Analysis, Fundamental Analysis, Behavioral Analytics, Portfolio Management, Management, Treasury Management, Derivatives, Valuation, Bloomberg, Financial Modeling, Investment Management, Microsoft Office, Microsoft Word, Mutual Funds, PowerPoint, Securities
Education
Roger Williams University 2009 — 2013
Bachelor of Science, Finance
Leyland Jeffers Leyland Jeffers's Center for Advanced Financial Education Experience December 2011 - May 2012
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2012 - Present
MJX Asset Management June 2012 - September 2012
Center for Advanced Financial Education December 2011 - May 2012
Mario J. Gabelli School of Business September 2011 - December 2011
Deutsche Bank July 2011 - August 2011
Chelsea Senior Living December 2006 - August 2009
Skills
Financial Analysis, Technical Analysis, Company Research, Market Analysis, Economic Research, Team Leadership, Public Speaking, Portfolio Management, Asset Allocation, Microsoft Office...
Education
Roger Williams University 2008 — 2012
BS, Finance
Seton Hall Preparatory School
Watchung Hills Regional High School
Morgan Stanley December 2012 - Present
MJX Asset Management June 2012 - September 2012
Center for Advanced Financial Education December 2011 - May 2012
Mario J. Gabelli School of Business September 2011 - December 2011
Deutsche Bank July 2011 - August 2011
Chelsea Senior Living December 2006 - August 2009
Skills
Financial Analysis, Technical Analysis, Company Research, Market Analysis, Economic Research, Team Leadership, Public Speaking, Portfolio Management, Asset Allocation, Microsoft Office...
Education
Roger Williams University 2008 — 2012
BS, Finance
Seton Hall Preparatory School
Watchung Hills Regional High School
Austin Schofield Austin Schofield's Center for Advanced Financial Education Experience August 2014 - January 2015
Job Treasury Analyst at Boston Scientific
Industry Investment Management
Experience
Boston Scientific September 2015 - Present
Recon Capital Partners May 2014 - February 2015
Center For Advanced Financial Education August 2014 - January 2015
Schofield Properties LLC. April 2007 - June 2014
88.3 WQRI April 2012 - November 2013
Duxbury Bay Maritime School June 2009 - August 2013
Skills
Technical Analysis, Public Speaking, Microsoft Excel, Research, Asset Management, Data Analysis, Team Leadership, Bloomberg, Equity Research, Financial Modeling, VBA, investing, Event Planning, PowerPoint, Customer Service, Teaching, Statistics, Sailing
Education
Roger Williams University 2011 — 2015
Finance, General
Duxbury High School
Boston Scientific September 2015 - Present
Recon Capital Partners May 2014 - February 2015
Center For Advanced Financial Education August 2014 - January 2015
Schofield Properties LLC. April 2007 - June 2014
88.3 WQRI April 2012 - November 2013
Duxbury Bay Maritime School June 2009 - August 2013
Skills
Technical Analysis, Public Speaking, Microsoft Excel, Research, Asset Management, Data Analysis, Team Leadership, Bloomberg, Equity Research, Financial Modeling, VBA, investing, Event Planning, PowerPoint, Customer Service, Teaching, Statistics, Sailing
Education
Roger Williams University 2011 — 2015
Finance, General
Duxbury High School
Dan Walser's Center for Advanced Financial Education Experience December 2012 - May 2013
Job Associate at Sumitomo Mitsui Banking Corporation
Industry Banking
Experience
Sumitomo Mitsui Banking Corporation August 2013 - Present
Center for Advanced Financial Education December 2012 - May 2013
Recon Capital Partners December 2012 - January 2013
Center for Advanced Financial Education August 2012 - December 2012
Grace Financial Group LLC June 2012 - August 2012
Education
ACG University at Fordham University Gabelli School of Business 2015 — 2015
Roger Williams University 2009 — 2013
Bachelor of Science (BS)
Southold Jr. Sr. High School
Sumitomo Mitsui Banking Corporation August 2013 - Present
Center for Advanced Financial Education December 2012 - May 2013
Recon Capital Partners December 2012 - January 2013
Center for Advanced Financial Education August 2012 - December 2012
Grace Financial Group LLC June 2012 - August 2012
Education
ACG University at Fordham University Gabelli School of Business 2015 — 2015
Roger Williams University 2009 — 2013
Bachelor of Science (BS)
Southold Jr. Sr. High School
Alexandra Bain Alexandra Bain's Center for Advanced Financial Education Experience May 2014 - August 2014
Job Client Service Specialist at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
Webster First Federal Credit Union May 2012 - January 2015
Roger Williams University September 2014 - December 2014
Center for Advanced Financial Education May 2014 - August 2014
Center for Advanced Financial Education January 2014 - May 2014
Roger Williams University August 2011 - January 2012
Market Basket November 2008 - January 2012
Skills
Skilled Communicator, Cash Handling Experience, Public Speaking, Numerical Ability, Team-oriented, Bloomberg Terminal, Credit, Technical Analysis, Financial Reporting, Portfolio Management, Investment Management, Investments, Consumer Lending, Mutual Funds, Funding, Management, Retail Banking, Bloomberg, Cross Selling, Deposits, Loans, Teamwork, Communication, Microsoft Office
Education
Roger Williams University 2011 — 2015
Bachelor's degree, Finance, General
Wachusett Regional High School
State Street June 2015 - Present
Webster First Federal Credit Union May 2012 - January 2015
Roger Williams University September 2014 - December 2014
Center for Advanced Financial Education May 2014 - August 2014
Center for Advanced Financial Education January 2014 - May 2014
Roger Williams University August 2011 - January 2012
Market Basket November 2008 - January 2012
Skills
Skilled Communicator, Cash Handling Experience, Public Speaking, Numerical Ability, Team-oriented, Bloomberg Terminal, Credit, Technical Analysis, Financial Reporting, Portfolio Management, Investment Management, Investments, Consumer Lending, Mutual Funds, Funding, Management, Retail Banking, Bloomberg, Cross Selling, Deposits, Loans, Teamwork, Communication, Microsoft Office
Education
Roger Williams University 2011 — 2015
Bachelor's degree, Finance, General
Wachusett Regional High School
Alexander T. Barry's Center for Advanced Financial Education Experience January 2015 - Present
Job Financial Professional at Charter Oak Insurance and Financial Services
Industry Financial Services
Experience
Charter Oak Insurance and Financial Services July 2015 - Present
Center for Advanced Financial Education January 2015 - Present
Cohane Capital Markets June 2014 - August 2014
Caraluzzis Management Program June 2013 - August 2013
Skills
Microsoft Office, Access, Teamwork, Microsoft Excel, Microsoft Word, Time Management, Communication, Leadership, PowerPoint, Public Speaking, Accounting, Customer Service, Economics, Sales, Cold Calling, Finance, Presentations, Insurance, Investments
Education
Roger Williams University 2011 — 2015
Finance, General
Bethel High School
Charter Oak Insurance and Financial Services July 2015 - Present
Center for Advanced Financial Education January 2015 - Present
Cohane Capital Markets June 2014 - August 2014
Caraluzzis Management Program June 2013 - August 2013
Skills
Microsoft Office, Access, Teamwork, Microsoft Excel, Microsoft Word, Time Management, Communication, Leadership, PowerPoint, Public Speaking, Accounting, Customer Service, Economics, Sales, Cold Calling, Finance, Presentations, Insurance, Investments
Education
Roger Williams University 2011 — 2015
Finance, General
Bethel High School
Jacob Steinhoff Jacob Steinhoff's Center for Advanced Financial Education Experience January 2015 - May 2015
Job Financial Services Associate at People's United Bank
Industry Financial Services
Experience
People's United Bank September 2015 - Present
Center for Advanced Financial Education January 2015 - May 2015
Roger Williams Student Affairs August 2011 - May 2015
Connecticut Community Credit Union September 2009 - June 2011
Skills
Data Analysis, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Outlook, Access, Microsoft Word, Customer Service, Analysis, Research, Accounting, Finance, Banking, PeopleSoft, Bloomberg Terminal, Quodd Program, Yahoo Fiance, Stocktrack
Education
Roger Williams University 2011 — 2015
Bachelor's Degree, Finance, General
Roger Williams University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
People's United Bank September 2015 - Present
Center for Advanced Financial Education January 2015 - May 2015
Roger Williams Student Affairs August 2011 - May 2015
Connecticut Community Credit Union September 2009 - June 2011
Skills
Data Analysis, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Outlook, Access, Microsoft Word, Customer Service, Analysis, Research, Accounting, Finance, Banking, PeopleSoft, Bloomberg Terminal, Quodd Program, Yahoo Fiance, Stocktrack
Education
Roger Williams University 2011 — 2015
Bachelor's Degree, Finance, General
Roger Williams University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Jacqueline Goncalves's Center for Advanced Financial Education Experience January 2014 - May 2014
Job Client Onboarding at Interactive Brokers
Industry Financial Services
Experience
Interactive Brokers December 2014 - Present
Recon Capital Partners September 2014 - November 2014
Recon Capital Partners December 2013 - June 2014
Center For Advanced Financial Education January 2014 - May 2014
Center For Advanced Financial Education September 2013 - December 2013
Skills
Bloomberg, Microsoft Office, Microsoft Word, Microsoft Excel, Financial Analysis, Technical Analysis, Portfolio Management, Financial Modeling, Investments, Finance, Economics, Strategy, Investment Management, PowerPoint, Public Speaking
Education
Roger Williams University 2010 — 2014
Bachelor of Science (B.S.), Finance
Interactive Brokers December 2014 - Present
Recon Capital Partners September 2014 - November 2014
Recon Capital Partners December 2013 - June 2014
Center For Advanced Financial Education January 2014 - May 2014
Center For Advanced Financial Education September 2013 - December 2013
Skills
Bloomberg, Microsoft Office, Microsoft Word, Microsoft Excel, Financial Analysis, Technical Analysis, Portfolio Management, Financial Modeling, Investments, Finance, Economics, Strategy, Investment Management, PowerPoint, Public Speaking
Education
Roger Williams University 2010 — 2014
Bachelor of Science (B.S.), Finance
Robert Troy's Center for Advanced Financial Education Experience January 2013 - May 2013
Job Securities Lending Associate at eSecLending
Industry International Trade and Development
Experience
eSecLending June 2014 - August 2015
Brown Brothers Harriman March 2014 - June 2014
Fidelity Charitable August 2013 - January 2014
Center for Advanced Financial Education January 2013 - May 2013
Gabelli School of Business January 2009 - May 2013
Law Office of Bonnie C. Mangan May 2011 - September 2011
Manchester Parks and Recreation Department June 2005 - August 2009
Skills
Research, Analysis, Financial Analysis, Management, Microsoft Word, Microsoft Excel, PowerPoint, Teaching, Microsoft Office, Portfolio Performance..., Technical Analysis, Fundamental Analysis, Behavioral Analysis, Public Speaking
Education
Roger Williams University 2009 — 2013
Bachelor of Science, International Business, Finance, Italian
Manchester High School 2005 — 2009
Grenoble Graduate School of Business, GEM 2015 — 2017
MIB- Master in International Business
eSecLending June 2014 - August 2015
Brown Brothers Harriman March 2014 - June 2014
Fidelity Charitable August 2013 - January 2014
Center for Advanced Financial Education January 2013 - May 2013
Gabelli School of Business January 2009 - May 2013
Law Office of Bonnie C. Mangan May 2011 - September 2011
Manchester Parks and Recreation Department June 2005 - August 2009
Skills
Research, Analysis, Financial Analysis, Management, Microsoft Word, Microsoft Excel, PowerPoint, Teaching, Microsoft Office, Portfolio Performance..., Technical Analysis, Fundamental Analysis, Behavioral Analysis, Public Speaking
Education
Roger Williams University 2009 — 2013
Bachelor of Science, International Business, Finance, Italian
Manchester High School 2005 — 2009
Grenoble Graduate School of Business, GEM 2015 — 2017
MIB- Master in International Business
Charles Weidmuller Charles Weidmuller's Center for Advanced Financial Education Experience December 2012 - May 2013
Job Analyst at NYSE Intercontinental Exchange, Inc.
Industry Financial Services
Experience
Intercontinental Exchange September 2013 - Present
Center For Advanced Financial Education December 2012 - May 2013
Recon Capital Partners December 2012 - February 2013
Center For Advanced Financial Education - Gabelli School of Business, Roger Williams University August 2012 - December 2012
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Microsoft Excel, Leadership, PowerPoint, Equities, Finance, Bloomberg, Investments, Technical Analysis, Financial Markets, Public Speaking, Corporate Finance, Strategy, Fundamental Analysis, Financial Services, Computer-related, Financial Statement..., Financial Transactions, SEC filings
Education
Roger Williams University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Northern Highlands 2005 — 2009
Intercontinental Exchange September 2013 - Present
Center For Advanced Financial Education December 2012 - May 2013
Recon Capital Partners December 2012 - February 2013
Center For Advanced Financial Education - Gabelli School of Business, Roger Williams University August 2012 - December 2012
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Microsoft Excel, Leadership, PowerPoint, Equities, Finance, Bloomberg, Investments, Technical Analysis, Financial Markets, Public Speaking, Corporate Finance, Strategy, Fundamental Analysis, Financial Services, Computer-related, Financial Statement..., Financial Transactions, SEC filings
Education
Roger Williams University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Northern Highlands 2005 — 2009
Guthrie Carpenter's Center for Advanced Financial Education Experience August 2014 - December 2014
Job Market Surveillance Analyst at Intercontinental Exchange
Industry Investment Management
Experience
Intercontinental Exchange May 2015 - Present
Roger Williams University Student Investment Fund December 2014 - May 2015
Center for Advanced Financial Education August 2014 - December 2014
Plimoth Investment Advisors June 2014 - August 2014
Soccer Post March 2011 - June 2014
Department of Public Works April 2013 - August 2013
Skills
Microsoft Excel, Bloomberg Terminal, Investments, Portfolio Management, Sector Research, Economic Research, Microsoft Word, Market Research, Team Leadership, Equity Research, PowerPoint, Asset Management, Equities, Public Speaking, Due Diligence, Economics, Technical Analysis, Financial Modeling, Stata, Microsoft Office, Teamwork, Financial Analysis, Social Media, Equity Capital Markets, Finance, Data Analysis
Education
Roger Williams University 2011 — 2015
Bachelor of Science (BS), Finance, Economics, GPA : 3.61
Fairfield Warde High School 2007 — 2011
High School Diploma
Intercontinental Exchange May 2015 - Present
Roger Williams University Student Investment Fund December 2014 - May 2015
Center for Advanced Financial Education August 2014 - December 2014
Plimoth Investment Advisors June 2014 - August 2014
Soccer Post March 2011 - June 2014
Department of Public Works April 2013 - August 2013
Skills
Microsoft Excel, Bloomberg Terminal, Investments, Portfolio Management, Sector Research, Economic Research, Microsoft Word, Market Research, Team Leadership, Equity Research, PowerPoint, Asset Management, Equities, Public Speaking, Due Diligence, Economics, Technical Analysis, Financial Modeling, Stata, Microsoft Office, Teamwork, Financial Analysis, Social Media, Equity Capital Markets, Finance, Data Analysis
Education
Roger Williams University 2011 — 2015
Bachelor of Science (BS), Finance, Economics, GPA : 3.61
Fairfield Warde High School 2007 — 2011
High School Diploma