CFA Institute
Industry: Nonprofit organization
DescriptionCFA Institute is a global association of investment professionals. The organization offers the Chartered Financial Analyst designation, the Certificate in Investment Performance Measurement designation, and the Investment Foundations Certificate. Customer service: 00 1 434-951-5499 Headquarters: Charlottesville, Virginia, United States Location: Charlottesville, Virginia, United States CEO: Paul Smith (20 Jan 2015–) Purpose: Finance Membership: over 142,000
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CFA Institute Employees
Employee
Years
Job
Industry
Brian Zen, CFA Brian Zen, CFA's CFA Institute Experience 2004 - Present
Job Methodical Investment Advisor | Hasslefree Value Investing Coach | Delivering Wow via Lifechanging 10x Investments
Industry Investment Management
Experience
Zenway Group November 2007 - Present
CFA Institute 2004 - Present
Skills
Stock Picking, Investment Advisory, Financial Planning, Strategic Financial..., Investments, Portfolio Management, Equity Research, Valuation, Asset Managment, Financial Modeling, Equities, Hedge Funds, Investment Strategies, Alternative Investments, Fixed Income, Private Equity, Securities, Mutual Funds, Bloomberg, Financial Analysis, Equity Valuation, Capital Markets, Wealth Management, Investment Management, Asset Management, Strategy, Finance, Entrepreneurship
Education
Columbia University - Columbia Business School 2005 — 2006
Executive Program
St. John's University, The Peter J. Tobin College of Business 2000 — 2010
Faculty
Baruch College, City University of New York (CUNY) 1991 — 1993
MBA
Zenway Group November 2007 - Present
CFA Institute 2004 - Present
Skills
Stock Picking, Investment Advisory, Financial Planning, Strategic Financial..., Investments, Portfolio Management, Equity Research, Valuation, Asset Managment, Financial Modeling, Equities, Hedge Funds, Investment Strategies, Alternative Investments, Fixed Income, Private Equity, Securities, Mutual Funds, Bloomberg, Financial Analysis, Equity Valuation, Capital Markets, Wealth Management, Investment Management, Asset Management, Strategy, Finance, Entrepreneurship
Education
Columbia University - Columbia Business School 2005 — 2006
Executive Program
St. John's University, The Peter J. Tobin College of Business 2000 — 2010
Faculty
Baruch College, City University of New York (CUNY) 1991 — 1993
MBA
Roman DeWitt Roman DeWitt's CFA Institute Experience September 2014 - January 2015
Job Investment Analyst at Slocum & Associates
Industry Capital Markets
Experience
Slocum & Associates, Inc June 2015 - Present
North Risk Partners January 2015 - May 2015
Wells Fargo January 2015 - January 2015
CFA Institute September 2014 - January 2015
Arthur J. Gallagher & Co. June 2014 - August 2014
Skills
Leadership, Time Management, Public Speaking, Sales, Customer Service, Teamwork, Construction, Management, Research, Employee Benefits, Team Leadership, Social Networking, Training, Social Media, Analysis, Strategy, Marketing
Education
Bethel University 2011 — 2015
Bachelor of Arts (BA), Finance & Art History
Slocum & Associates, Inc June 2015 - Present
North Risk Partners January 2015 - May 2015
Wells Fargo January 2015 - January 2015
CFA Institute September 2014 - January 2015
Arthur J. Gallagher & Co. June 2014 - August 2014
Skills
Leadership, Time Management, Public Speaking, Sales, Customer Service, Teamwork, Construction, Management, Research, Employee Benefits, Team Leadership, Social Networking, Training, Social Media, Analysis, Strategy, Marketing
Education
Bethel University 2011 — 2015
Bachelor of Arts (BA), Finance & Art History
Aniroodh Sudarshan Aniroodh Sudarshan's CFA Institute Experience 2014 - 2014
Job Strategic Pricing Intern at Flowserve Corporation
Industry Mechanical or Industrial Engineering
Experience
Flowserve Corporation June 2015 - Present
Everplans January 2015 - May 2015
Project Voluncruit October 2014 - December 2014
Infosys August 2012 - April 2014
CFA Institute 2014 - 2014
Council for Scientific and Industrial Research (CSIR) July 2011 - December 2011
Skills
Product Development, Market Research, Consulting, Marketing Strategy, Consumer Insight, Analytics, Data Analysis, Pricing Strategy, B2B Marketing, Pricing, Pricing Analysis, B2B Marketing Strategy, Microsoft Office, B2C Marketing, Business Strategy, Tableau, Statistical Data..., SPSS, Microsoft Excel, Multivariate Statistics, SQL, Financial Statement..., Corporate Finance, Programming, Algorithms, HTML, Negotiation, Simulink, Labview, Data Structures, Financial Markets, Java, Matlab, Pspice, Microcontrollers
Education
William E. Simon School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Marketing, Pricing and Strategy, 3.84 / 4
Birla Institute of Technology and Science 2008 — 2012
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Flowserve Corporation June 2015 - Present
Everplans January 2015 - May 2015
Project Voluncruit October 2014 - December 2014
Infosys August 2012 - April 2014
CFA Institute 2014 - 2014
Council for Scientific and Industrial Research (CSIR) July 2011 - December 2011
Skills
Product Development, Market Research, Consulting, Marketing Strategy, Consumer Insight, Analytics, Data Analysis, Pricing Strategy, B2B Marketing, Pricing, Pricing Analysis, B2B Marketing Strategy, Microsoft Office, B2C Marketing, Business Strategy, Tableau, Statistical Data..., SPSS, Microsoft Excel, Multivariate Statistics, SQL, Financial Statement..., Corporate Finance, Programming, Algorithms, HTML, Negotiation, Simulink, Labview, Data Structures, Financial Markets, Java, Matlab, Pspice, Microcontrollers
Education
William E. Simon School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Marketing, Pricing and Strategy, 3.84 / 4
Birla Institute of Technology and Science 2008 — 2012
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Kyle O'Connor's CFA Institute Experience June 2015 - Present
Job Accounts Payable Manager at Four Corners Tavern Group, LLC
Industry Financial Services
Experience
CFA Institute June 2015 - Present
Four Corners Tavern Group, LLC June 2014 - Present
Bella Bridesmaid Franchise Group, LLC July 2013 - June 2014
The Walt Disney Company, Disneyland Resort January 2011 - July 2013
Skills
Financial Analysis, Team Leadership, Microsoft Excel, Financial Reporting, Marketing, Microsoft Word, Social Media, Social Networking, Hospitality, Strategic Planning, Outlook, Business Strategy, Management, Sports, Customer Service, Budgets, Test Planning, Sleep Deprivation
Education
Chapman University, The George L. Argyros School of Business and Economics 2011 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
University of Nevada-Reno
CFA Institute June 2015 - Present
Four Corners Tavern Group, LLC June 2014 - Present
Bella Bridesmaid Franchise Group, LLC July 2013 - June 2014
The Walt Disney Company, Disneyland Resort January 2011 - July 2013
Skills
Financial Analysis, Team Leadership, Microsoft Excel, Financial Reporting, Marketing, Microsoft Word, Social Media, Social Networking, Hospitality, Strategic Planning, Outlook, Business Strategy, Management, Sports, Customer Service, Budgets, Test Planning, Sleep Deprivation
Education
Chapman University, The George L. Argyros School of Business and Economics 2011 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
University of Nevada-Reno
Aris Brilis Aris Brilis's CFA Institute Experience 2010 - July 2011
Job Forecast Manager at Service Corporation International
Industry Financial Services
Experience
Service Corporation International July 2015 - Present
International SOS May 2011 - Present
CFA Institute 2010 - July 2011
Self employed financial consultant May 2009 - April 2011
AEI LLC February 2008 - November 2009
ConocoPhillips May 2007 - August 2007
EFG Eurobank Ergasias July 2005 - July 2006
GIC December 2002 - June 2005
Skills
Financial Modeling, Portfolio Management, Forecasting, Valuation, Strategic Financial..., Accounting, Analysis, Finance, Financial Reporting, Investments, Budgets, Competitive Analysis, Financial Planning, Leadership, Management, Financial Analysis, Banking, Strategy
Education
Rice University - Jesse H. Jones Graduate School of Management 2006 — 2008
MBA
Athens University of Economics and Business 2001 — 2005
BBA, Finance & Accounting
Service Corporation International July 2015 - Present
International SOS May 2011 - Present
CFA Institute 2010 - July 2011
Self employed financial consultant May 2009 - April 2011
AEI LLC February 2008 - November 2009
ConocoPhillips May 2007 - August 2007
EFG Eurobank Ergasias July 2005 - July 2006
GIC December 2002 - June 2005
Skills
Financial Modeling, Portfolio Management, Forecasting, Valuation, Strategic Financial..., Accounting, Analysis, Finance, Financial Reporting, Investments, Budgets, Competitive Analysis, Financial Planning, Leadership, Management, Financial Analysis, Banking, Strategy
Education
Rice University - Jesse H. Jones Graduate School of Management 2006 — 2008
MBA
Athens University of Economics and Business 2001 — 2005
BBA, Finance & Accounting
Keren Zhang's CFA Institute Experience February 2014 - Present
Job Candidate, CFA Claritas Program at CFA Institute
Industry Banking
Experience
University of Illinois at Urbana-Champaign August 2014 - Present
Sincere Finance Holding Limited June 2014 - Present
CFA Institute February 2014 - Present
University of Illinois at Urbana-Champaign September 2013 - Present
Harvard Project for Asian and International Relations (HPAIR) August 2014 - August 2014
Study tour at Istanbul, Turkey December 2013 - January 2014
Study Abroad at Konan University June 2013 - August 2013
CHINA CITIC BANK June 2012 - August 2012
Skills
Statistics, Stata, Data Analysis, Research, Economics, PowerPoint, Matlab, Microsoft Excel, Microsoft Office, Microsoft Word, Mandarin, Time Management, Social Media Marketing, Teaching, Leadership
Education
Thinkful 2014 — 2015
Web Page, Digital/Multimedia and Information Resources Design
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS), Economics
High School Affiliated to Nanjing Normal University 2008 — 2011
High school diploma
Brown University 2010 — 2010
Summer School
University of Illinois at Urbana-Champaign August 2014 - Present
Sincere Finance Holding Limited June 2014 - Present
CFA Institute February 2014 - Present
University of Illinois at Urbana-Champaign September 2013 - Present
Harvard Project for Asian and International Relations (HPAIR) August 2014 - August 2014
Study tour at Istanbul, Turkey December 2013 - January 2014
Study Abroad at Konan University June 2013 - August 2013
CHINA CITIC BANK June 2012 - August 2012
Skills
Statistics, Stata, Data Analysis, Research, Economics, PowerPoint, Matlab, Microsoft Excel, Microsoft Office, Microsoft Word, Mandarin, Time Management, Social Media Marketing, Teaching, Leadership
Education
Thinkful 2014 — 2015
Web Page, Digital/Multimedia and Information Resources Design
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS), Economics
High School Affiliated to Nanjing Normal University 2008 — 2011
High school diploma
Brown University 2010 — 2010
Summer School
Robert Ricci's CFA Institute Experience November 2014 - April 2015
Job Team Lead: CFA Institute Research Challenge at CFA Institute
Industry
Experience
Stifel Financial Corp. January 2015 - May 2015
CFA Institute November 2014 - April 2015
California Polytechnic State University September 2013 - December 2014
Fluid Components International June 2014 - September 2014
California Polytechnic State University December 2013 - June 2014
Cal South California State Soccer Association-South February 2007 - September 2013
Cal Poly State University April 2012 - June 2012
Skills
Public Speaking, Teamwork, Team Leadership, Monte Carlo Simulation, Microsoft Excel, Event Planning, Research, Access, Financial Analysis, Leadership, Data Analysis
Education
Cal Poly San Luis Obispo 2013 — 2015
Finance, Senior
La Costa Canyon High School
Stifel Financial Corp. January 2015 - May 2015
CFA Institute November 2014 - April 2015
California Polytechnic State University September 2013 - December 2014
Fluid Components International June 2014 - September 2014
California Polytechnic State University December 2013 - June 2014
Cal South California State Soccer Association-South February 2007 - September 2013
Cal Poly State University April 2012 - June 2012
Skills
Public Speaking, Teamwork, Team Leadership, Monte Carlo Simulation, Microsoft Excel, Event Planning, Research, Access, Financial Analysis, Leadership, Data Analysis
Education
Cal Poly San Luis Obispo 2013 — 2015
Finance, Senior
La Costa Canyon High School
Jennifer Curry Jennifer Curry's CFA Institute Experience August 2011 - Present
Job Editor, Social Media Strategist
Industry Publishing
Experience
CFA Institute August 2011 - Present
CFA Institute August 2011 - April 2015
NYSSA July 2009 - September 2011
NYSSA July 2009 - January 2010
B&N Review February 2009 - December 2009
Barnes & Noble June 2007 - March 2009
H.W. Wilson Company September 2004 - June 2007
Oxford University Press June 2006 - January 2007
New York County Lawyers Association November 2004 - January 2007
Library Technology Alliance April 2003 - September 2004
Skills
Editing, Copy Editing, Academic Editing, Blogging, Writing, Social Media, Facebook, LinkedIn, Video Editing, Sound Editing, Typepad, HTML, CSS, Photoshop, Illustrator, InDesign, Word, Excel, Animal Nutrition, Laboratory Research, Animal Behavior, Marketing Communications, Social Media Marketing, Content Management, Social Networking, Microsoft Excel, Publications, Digital Media, Content Strategy, Newsletters, Microsoft Word, Publishing, Proofreading, Magazines, Content Development, Journalism, Copywriting, Feature Articles, Online Publishing, Combat, Christian Leadership, Prophecy
Education
City University of New York-Hunter College 2007 — 2012
M.A., Anthropology
The University of Kansas 1999 — 2001
B.A., Anthropology
The University of Kansas 1996 — 2001
B.S.J., Magazine Journalism
NYU Continuing Ed
NYU Continuing Ed
CFA Institute August 2011 - Present
CFA Institute August 2011 - April 2015
NYSSA July 2009 - September 2011
NYSSA July 2009 - January 2010
B&N Review February 2009 - December 2009
Barnes & Noble June 2007 - March 2009
H.W. Wilson Company September 2004 - June 2007
Oxford University Press June 2006 - January 2007
New York County Lawyers Association November 2004 - January 2007
Library Technology Alliance April 2003 - September 2004
Skills
Editing, Copy Editing, Academic Editing, Blogging, Writing, Social Media, Facebook, LinkedIn, Video Editing, Sound Editing, Typepad, HTML, CSS, Photoshop, Illustrator, InDesign, Word, Excel, Animal Nutrition, Laboratory Research, Animal Behavior, Marketing Communications, Social Media Marketing, Content Management, Social Networking, Microsoft Excel, Publications, Digital Media, Content Strategy, Newsletters, Microsoft Word, Publishing, Proofreading, Magazines, Content Development, Journalism, Copywriting, Feature Articles, Online Publishing, Combat, Christian Leadership, Prophecy
Education
City University of New York-Hunter College 2007 — 2012
M.A., Anthropology
The University of Kansas 1999 — 2001
B.A., Anthropology
The University of Kansas 1996 — 2001
B.S.J., Magazine Journalism
NYU Continuing Ed
NYU Continuing Ed
Barbara Higgins Barbara Higgins's CFA Institute Experience January 2007 - June 2013
Job Leadership and Strategy Consulting, MSBCoach and Adjunct Business Professor; PVCC
Industry Management Consulting
Experience
MSBCoach May 2014 - Present
Piedmont Virginia Community College January 2014 - Present
CFA Institute January 2007 - June 2013
CFA Institute September 2003 - January 2007
CFA Institute 2001 - 2003
Skills
Strategic Planning, Leadership, Management, Investments, Asset Allocation, Public Speaking, Corporate Finance, Financial Analysis, Business Strategy, Strategic Financial..., Management Consulting, Marketing Communications, Marketing Strategy, Business Development, Meeting Facilitation, Leadership Development, Educational Leadership, Operational Execution, Nonprofits, University Teaching, Team Leadership, Team Facilitation, Strategy, Consulting
Education
Babson College - Franklin W. Olin Graduate School of Business 1985 — 1986
Master of Business Administration (MBA), Global Marketing and Research
Clarkson University 1985 — 1985
Bachelor's degree, Business Management and Marketing
The Wharton School, Aresty Institute of Executive Education
Certificate of Professional Development, Global Strategy and Leadership
MSBCoach May 2014 - Present
Piedmont Virginia Community College January 2014 - Present
CFA Institute January 2007 - June 2013
CFA Institute September 2003 - January 2007
CFA Institute 2001 - 2003
Skills
Strategic Planning, Leadership, Management, Investments, Asset Allocation, Public Speaking, Corporate Finance, Financial Analysis, Business Strategy, Strategic Financial..., Management Consulting, Marketing Communications, Marketing Strategy, Business Development, Meeting Facilitation, Leadership Development, Educational Leadership, Operational Execution, Nonprofits, University Teaching, Team Leadership, Team Facilitation, Strategy, Consulting
Education
Babson College - Franklin W. Olin Graduate School of Business 1985 — 1986
Master of Business Administration (MBA), Global Marketing and Research
Clarkson University 1985 — 1985
Bachelor's degree, Business Management and Marketing
The Wharton School, Aresty Institute of Executive Education
Certificate of Professional Development, Global Strategy and Leadership
Aimee Hobby Rhodes Aimee Hobby Rhodes's CFA Institute Experience July 2008 - Present
Job Director, Exam Security at CFA Institute
Industry Security and Investigations
Experience
CFA Institute July 2008 - Present
ACT May 2005 - August 2008
U.S. Army JAG Corps January 2000 - September 2005
Skills
Strategic Planning, Data Analysis, Program Management, Public Speaking, Research, Analysis, Risk Management, Policy, Team Building, Project Management, Contract Negotiation, Mergers, Leadership, Non-profits, Training, Microsoft Excel, Microsoft Office, Consulting, Leadership Development, Policy Analysis, Security, Process Improvement, Nonprofits, Organizational..., Team Leadership, Management, Change Management, Government, Business Strategy, Project Planning, Mergers & Acquisitions, Strategy
Education
Saint Louis University School of Law 1996 — 1999
J.D., Law
Boston University 1991 — 1995
B.A., Political Science and Public Policy
CFA Institute July 2008 - Present
ACT May 2005 - August 2008
U.S. Army JAG Corps January 2000 - September 2005
Skills
Strategic Planning, Data Analysis, Program Management, Public Speaking, Research, Analysis, Risk Management, Policy, Team Building, Project Management, Contract Negotiation, Mergers, Leadership, Non-profits, Training, Microsoft Excel, Microsoft Office, Consulting, Leadership Development, Policy Analysis, Security, Process Improvement, Nonprofits, Organizational..., Team Leadership, Management, Change Management, Government, Business Strategy, Project Planning, Mergers & Acquisitions, Strategy
Education
Saint Louis University School of Law 1996 — 1999
J.D., Law
Boston University 1991 — 1995
B.A., Political Science and Public Policy
Leslee Luedke Martin, CFA, PRM, MBA Leslee Luedke Martin, CFA, PRM, MBA's CFA Institute Experience August 1996 - August 2000
Job Market Risk Coordinator Federal Reserve Bank of San Francisco
Industry Capital Markets
Experience
Federal Reserve Bank of San Francisco October 2013 - Present
Federal Reserve Bank of San Francisco January 2011 - October 2013
Federal Reserve Bank of Atlanta August 2009 - December 2010
Federal Home Loan Bank of Atlanta December 2007 - January 2009
SunTrust Capital Markets April 2005 - December 2007
Federal Reserve Bank of Atlanta August 2001 - April 2005
Franklin Templeton Investments January 2000 - August 2001
Security Analysts of San Francisco February 2001 - March 2001
CFA Institute August 1996 - August 2000
Citizens Development Corps August 1998 - January 2000
Skills
Financial Modeling, Asset Liability..., Derivatives, Risk Management, Stress Testing, Securitization, Pricing, Market Risk, Liquidity Analysis, Capital Adequacy, Mortgage Backed..., ALM, Project Management, Capital Markets, Fixed Income, Credit Risk, MBS, Portfolio Management, Valuation, Equities, Banking, Financial Risk, Basel II, Finance, Credit Analysis, Liquidity Risk, Analysis, Investments, Structured Finance, Financial Services, Trading, Securities, Credit, Economics, Quantitative Analytics, Emerging Markets, Treasury Management, Bloomberg, Hedging, Mutual Funds, Options, Loans, Operational Risk, Investment Banking, Financial Markets, Interest Rate Risk..., Financial Institutions, Strategy, Quantitative Finance, Hedge Funds
Education
University of Wisconsin-Milwaukee
BS with Honors, Economics
CIMBA Italy - Consortium Institute of Management and Business Analysis 1993 — 1994
MBA, International Finance
Clemson University 1994 — 1994
MBA, International Finance
James Madison High School
Federal Reserve Bank of San Francisco October 2013 - Present
Federal Reserve Bank of San Francisco January 2011 - October 2013
Federal Reserve Bank of Atlanta August 2009 - December 2010
Federal Home Loan Bank of Atlanta December 2007 - January 2009
SunTrust Capital Markets April 2005 - December 2007
Federal Reserve Bank of Atlanta August 2001 - April 2005
Franklin Templeton Investments January 2000 - August 2001
Security Analysts of San Francisco February 2001 - March 2001
CFA Institute August 1996 - August 2000
Citizens Development Corps August 1998 - January 2000
Skills
Financial Modeling, Asset Liability..., Derivatives, Risk Management, Stress Testing, Securitization, Pricing, Market Risk, Liquidity Analysis, Capital Adequacy, Mortgage Backed..., ALM, Project Management, Capital Markets, Fixed Income, Credit Risk, MBS, Portfolio Management, Valuation, Equities, Banking, Financial Risk, Basel II, Finance, Credit Analysis, Liquidity Risk, Analysis, Investments, Structured Finance, Financial Services, Trading, Securities, Credit, Economics, Quantitative Analytics, Emerging Markets, Treasury Management, Bloomberg, Hedging, Mutual Funds, Options, Loans, Operational Risk, Investment Banking, Financial Markets, Interest Rate Risk..., Financial Institutions, Strategy, Quantitative Finance, Hedge Funds
Education
University of Wisconsin-Milwaukee
BS with Honors, Economics
CIMBA Italy - Consortium Institute of Management and Business Analysis 1993 — 1994
MBA, International Finance
Clemson University 1994 — 1994
MBA, International Finance
James Madison High School
Justin Jasniewski Justin Jasniewski's CFA Institute Experience November 2012 - March 2013
Job Financial Analyst/Auditor at Serve You Custom Prescription Management
Industry Pharmaceuticals
Experience
Serve You - Custom Prescription Management March 2014 - Present
Target August 2013 - March 2014
Target June 2012 - August 2013
Carroll College August 2011 - May 2013
CFA Institute November 2012 - March 2013
Carroll University 2012 - 2013
Target June 2010 - June 2012
Carroll University August 2009 - May 2011
Skills
Leadership, Sales, Strategic Financial..., Financial Analysis, Financial Audits, Quantitative Research, Time Management, Teamwork, Event Planning, Team Mentoring, Customer Service, Microsoft Excel, Operations Management, Public Speaking, Social Networking, Data Analysis, Strategic Leadership, Higher Education, Critical Thinking, Web Development, Logistics Management, Access, Community Outreach, Financial Accounting, Research
Education
Carroll College 2009 — 2013
Bachelor's Degree, Actuarial Science
Serve You - Custom Prescription Management March 2014 - Present
Target August 2013 - March 2014
Target June 2012 - August 2013
Carroll College August 2011 - May 2013
CFA Institute November 2012 - March 2013
Carroll University 2012 - 2013
Target June 2010 - June 2012
Carroll University August 2009 - May 2011
Skills
Leadership, Sales, Strategic Financial..., Financial Analysis, Financial Audits, Quantitative Research, Time Management, Teamwork, Event Planning, Team Mentoring, Customer Service, Microsoft Excel, Operations Management, Public Speaking, Social Networking, Data Analysis, Strategic Leadership, Higher Education, Critical Thinking, Web Development, Logistics Management, Access, Community Outreach, Financial Accounting, Research
Education
Carroll College 2009 — 2013
Bachelor's Degree, Actuarial Science
Jade Condon's CFA Institute Experience October 2011 - March 2012
Job IT Experienced Consultant at Protiviti
Industry Management Consulting
Experience
Protiviti June 2015 - Present
TriZetto Corporation January 2013 - December 2013
TriZetto, A Cognizant Company June 2012 - December 2012
Colorado State University August 2011 - May 2012
CFA Institute October 2011 - March 2012
Merrill Lynch August 2010 - December 2010
Skills
Data Analysis, Healthcare Information..., Valuation, Analysis, Microsoft Excel, Entrepreneurship, Business Analysis, Management, Bloomberg, Leadership, QNXT, SQL, Healthcare, Excel, Economics, Finance, Process Improvement, Strategy, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Project Management, Time Management, Management Consulting, Business Process..., Consulting
Education
Bond University 2014 — 2015
Master of Business Administration (MBA), International Business, Postgraduate
Tsinghua University 2014 — 2015
Master of Business Administration (MBA), International/Global Studies
Colorado State University 2008 — 2012
Bachelors of Science, Business Administration, Corporate Finance & Investment Analysis
Saint Edmond Catholic High School 2004 — 2008
Protiviti June 2015 - Present
TriZetto Corporation January 2013 - December 2013
TriZetto, A Cognizant Company June 2012 - December 2012
Colorado State University August 2011 - May 2012
CFA Institute October 2011 - March 2012
Merrill Lynch August 2010 - December 2010
Skills
Data Analysis, Healthcare Information..., Valuation, Analysis, Microsoft Excel, Entrepreneurship, Business Analysis, Management, Bloomberg, Leadership, QNXT, SQL, Healthcare, Excel, Economics, Finance, Process Improvement, Strategy, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Project Management, Time Management, Management Consulting, Business Process..., Consulting
Education
Bond University 2014 — 2015
Master of Business Administration (MBA), International Business, Postgraduate
Tsinghua University 2014 — 2015
Master of Business Administration (MBA), International/Global Studies
Colorado State University 2008 — 2012
Bachelors of Science, Business Administration, Corporate Finance & Investment Analysis
Saint Edmond Catholic High School 2004 — 2008
Teresa J. Cutter Teresa J. Cutter's CFA Institute Experience 2011 - 2011
Job General Consultant, Vice President at Strategic Investment Solutions (SIS)
Industry Investment Management
Experience
Strategic Investment Solutions (SIS) April 2015 - Present
readventures inc. April 2012 - Present
Stone Tower Capital January 2012 - April 2012
CalSTRS June 2006 - November 2011
CFA Institute 2011 - 2011
CFA Society of Sacramento 2004 - 2011
Skills
Contract Negotiation, Project Planning, Options, Investments, Marketing Strategy, Fixed Income, Training, Investment Banking, Portfolio Management, Derivatives, Equities, Alternative Investments, Investment Strategies, Hedge Funds, Asset Allocation, Finance, Management, Private Equity, Asset Management
Education
University of California, Davis - Graduate School of Management 2003 — 2005
MBA, Finance, with Honor's
California State University-Sacramento 2001 — 2003
Master's Degree, English Literature
University of California, Santa Barbara 1992 — 1996
BA Anthropology, French, with Honor's
Strategic Investment Solutions (SIS) April 2015 - Present
readventures inc. April 2012 - Present
Stone Tower Capital January 2012 - April 2012
CalSTRS June 2006 - November 2011
CFA Institute 2011 - 2011
CFA Society of Sacramento 2004 - 2011
Skills
Contract Negotiation, Project Planning, Options, Investments, Marketing Strategy, Fixed Income, Training, Investment Banking, Portfolio Management, Derivatives, Equities, Alternative Investments, Investment Strategies, Hedge Funds, Asset Allocation, Finance, Management, Private Equity, Asset Management
Education
University of California, Davis - Graduate School of Management 2003 — 2005
MBA, Finance, with Honor's
California State University-Sacramento 2001 — 2003
Master's Degree, English Literature
University of California, Santa Barbara 1992 — 1996
BA Anthropology, French, with Honor's
Eric Rama's CFA Institute Experience September 2015 - Present
Job Farm Credit East Credit Representative
Industry Financial Services
Experience
CFA Institute September 2015 - Present
Farm Credit East, ACA June 2015 - Present
Partners of the Americas March 2015 - April 2015
University of Georgia July 2013 - December 2014
Z BAR Z Ranch LLC. April 2010 - January 2013
Skills
Agriculture, Beef Cattle, Microsoft Excel, Agribusiness, Research, Stochastic Simulation, Public Speaking, Capital Budgeting, Portfolio Management, Investments, Financial Modeling, Analysis, Risk Management, Microsoft Office, Business Management, @Risk, Animal Husbandry, PowerPoint, Microsoft Word, Data Analysis, Statistics, Teaching, Strategic Planning, Leadership
Education
The University of Georgia 2013 — 2015
Masters of Agribuisiness, Agribusiness/Agricultural Business Operations
Abilene Christian University
Bachelor of Science (B.S.), Animal Science
CFA Institute September 2015 - Present
Farm Credit East, ACA June 2015 - Present
Partners of the Americas March 2015 - April 2015
University of Georgia July 2013 - December 2014
Z BAR Z Ranch LLC. April 2010 - January 2013
Skills
Agriculture, Beef Cattle, Microsoft Excel, Agribusiness, Research, Stochastic Simulation, Public Speaking, Capital Budgeting, Portfolio Management, Investments, Financial Modeling, Analysis, Risk Management, Microsoft Office, Business Management, @Risk, Animal Husbandry, PowerPoint, Microsoft Word, Data Analysis, Statistics, Teaching, Strategic Planning, Leadership
Education
The University of Georgia 2013 — 2015
Masters of Agribuisiness, Agribusiness/Agricultural Business Operations
Abilene Christian University
Bachelor of Science (B.S.), Animal Science
Donovan Carson Donovan Carson's CFA Institute Experience September 2014 - March 2015
Job "Try not to become a person of success, but rather try to become a person of value." Albert Einstein
Industry Financial Services
Experience
UnitedHealth Group May 2015 - Present
Quantitative Advantage, LLC (QA) February 2015 - May 2015
CFA Institute September 2014 - March 2015
Vector Seven Media March 2014 - September 2014
College Muscle Movers May 2013 - December 2013
F&L Hydroponics May 2013 - November 2013
Skills
Start-ups, Sales, Customer Service, Microsoft Excel, Integrity, Social Media, E-commerce, Creativity, Team Leadership, Equity Research, Finance, Teamwork, Entrepreneurship
Education
Bethel University 2013 — 2015
Seeking Bachelor of Arts (B.A.), Business Administration (Emphasis: Entrepreneurship/Finance), 3.70
Point Loma Nazarene University 2011 — 2013
Finance & Entrepreneurship
UnitedHealth Group May 2015 - Present
Quantitative Advantage, LLC (QA) February 2015 - May 2015
CFA Institute September 2014 - March 2015
Vector Seven Media March 2014 - September 2014
College Muscle Movers May 2013 - December 2013
F&L Hydroponics May 2013 - November 2013
Skills
Start-ups, Sales, Customer Service, Microsoft Excel, Integrity, Social Media, E-commerce, Creativity, Team Leadership, Equity Research, Finance, Teamwork, Entrepreneurship
Education
Bethel University 2013 — 2015
Seeking Bachelor of Arts (B.A.), Business Administration (Emphasis: Entrepreneurship/Finance), 3.70
Point Loma Nazarene University 2011 — 2013
Finance & Entrepreneurship
Kyle Weber Kyle Weber's CFA Institute Experience December 2013 - February 2014
Job Inside Account Executive at SHI International Corp.
Industry Financial Services
Experience
SHI International Corp. August 2014 - Present
Coastal Carolina University January 2014 - May 2014
CFA Institute December 2013 - February 2014
Subway December 2013 - January 2014
Coastal Carolina University August 2013 - December 2013
Kappa Sigma Fraternity-Pi-Theta December 2011 - December 2012
Skills
Leadership, Time Management, Financial Analysis, Microsoft Office, Microsoft Excel, Teamwork, Public Relations, Account Management, Microsoft CRM, Microsoft Dynamics AX, Social Media Marketing, Research, Customer Service, Data Entry, Microsoft Word, Critical Thinking, Team Building, Team Leadership, PowerPoint, Management, Public Speaking, Event Management, Investments, Hospitality, Sales, Accounting, Recruiting, Budgets, Finance, Analysis, Corporate Finance, Valuation, Data Analysis, Social Networking, Financial Reporting, Forecasting, US GAAP, IFRS, Project Management, Outlook, Social Media
Education
Coastal Carolina University 2009 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Financial Management and Financial Services, 3.4
SHI International Corp. August 2014 - Present
Coastal Carolina University January 2014 - May 2014
CFA Institute December 2013 - February 2014
Subway December 2013 - January 2014
Coastal Carolina University August 2013 - December 2013
Kappa Sigma Fraternity-Pi-Theta December 2011 - December 2012
Skills
Leadership, Time Management, Financial Analysis, Microsoft Office, Microsoft Excel, Teamwork, Public Relations, Account Management, Microsoft CRM, Microsoft Dynamics AX, Social Media Marketing, Research, Customer Service, Data Entry, Microsoft Word, Critical Thinking, Team Building, Team Leadership, PowerPoint, Management, Public Speaking, Event Management, Investments, Hospitality, Sales, Accounting, Recruiting, Budgets, Finance, Analysis, Corporate Finance, Valuation, Data Analysis, Social Networking, Financial Reporting, Forecasting, US GAAP, IFRS, Project Management, Outlook, Social Media
Education
Coastal Carolina University 2009 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Financial Management and Financial Services, 3.4
Annette Dzielski Annette Dzielski's CFA Institute Experience November 2014 - February 2015
Job Entrylevel Data Analyst
Industry Financial Services
Experience
Bennett Law Firm, LLC August 2014 - Present
Benedictine University August 2014 - May 2015
Benedictine University July 2013 - May 2015
Stan Dzielski Inc. September 2012 - April 2015
CFA Institute November 2014 - February 2015
Gordon Biersch Brewery Restaurant February 2012 - August 2012
Costco Wholesale October 2010 - December 2010
Cold Stone Creamery October 2008 - July 2010
Skills
Business Intelligence, Microsoft Office, Management, Accounts Payable, Leadership, Finance, Social Media, Outlook, Public Speaking, Budgets, Invoicing, Microsoft Excel, Accounting
Education
Benedictine University 2012 — 2015
Bachelor of Business Administration (BBA), Double Major: Business Analytics & Finance, 3.6
College of DuPage 2010 — 2012
Associates in Arts
Lemont High School 2006 — 2010
General Education
Bennett Law Firm, LLC August 2014 - Present
Benedictine University August 2014 - May 2015
Benedictine University July 2013 - May 2015
Stan Dzielski Inc. September 2012 - April 2015
CFA Institute November 2014 - February 2015
Gordon Biersch Brewery Restaurant February 2012 - August 2012
Costco Wholesale October 2010 - December 2010
Cold Stone Creamery October 2008 - July 2010
Skills
Business Intelligence, Microsoft Office, Management, Accounts Payable, Leadership, Finance, Social Media, Outlook, Public Speaking, Budgets, Invoicing, Microsoft Excel, Accounting
Education
Benedictine University 2012 — 2015
Bachelor of Business Administration (BBA), Double Major: Business Analytics & Finance, 3.6
College of DuPage 2010 — 2012
Associates in Arts
Lemont High School 2006 — 2010
General Education
Ryan Hathaway Ryan Hathaway's CFA Institute Experience November 2012 - April 2013
Job Education Abroad Advisor at University of Virginia
Industry Higher Education
Experience
University of Virginia April 2013 - Present
CFA Institute November 2012 - April 2013
Visions in Action January 2012 - June 2012
Teachers College, Columbia University January 2011 - July 2011
Inter-Agency Network for Education in Emergencies-INEE September 2010 - December 2010
Inter-Agency Network for Education in Emergencies-INEE April 2010 - August 2010
CFA Institute October 2008 - August 2009
Institute of International Education May 2005 - August 2008
Institute of International Education December 2003 - May 2005
Skills
International..., International Education, Education Policy, Non-profits, Program Development, Capacity Building, NGOs, Grant Writing, Proposal Writing, Qualitative Research, Research, Editing, Copy Editing, Nonprofits, Training, Intercultural..., Higher Education, Student Affairs, Refugees
Education
Teachers College of Columbia University 2009 — 2011
MA, International Educational Development
Georgetown University 1998 — 2002
BA, Anthropology
Universitas Negeri Malang 2001 — 2001
Kansai Gaidai University 2000 — 2000
Jakarta International School 1986 — 1989
University of Virginia April 2013 - Present
CFA Institute November 2012 - April 2013
Visions in Action January 2012 - June 2012
Teachers College, Columbia University January 2011 - July 2011
Inter-Agency Network for Education in Emergencies-INEE September 2010 - December 2010
Inter-Agency Network for Education in Emergencies-INEE April 2010 - August 2010
CFA Institute October 2008 - August 2009
Institute of International Education May 2005 - August 2008
Institute of International Education December 2003 - May 2005
Skills
International..., International Education, Education Policy, Non-profits, Program Development, Capacity Building, NGOs, Grant Writing, Proposal Writing, Qualitative Research, Research, Editing, Copy Editing, Nonprofits, Training, Intercultural..., Higher Education, Student Affairs, Refugees
Education
Teachers College of Columbia University 2009 — 2011
MA, International Educational Development
Georgetown University 1998 — 2002
BA, Anthropology
Universitas Negeri Malang 2001 — 2001
Kansai Gaidai University 2000 — 2000
Jakarta International School 1986 — 1989
John R. Stork, CFA, CPA's CFA Institute Experience June 2000 - July 2014
Job Grants Financial Analysts at Justice and Public Safety Cabinet Commonwealth of Kentucky
Industry Financial Services
Experience
Commonwealth of Kentucky July 2015 - Present
Private Equity January 1990 - Present
CFA Institute June 2000 - July 2014
CPA Firm in Louisville January 2000 - September 2002
Computer Sales and Service Company May 1977 - March 1990
Skills
Investments, Financial Analysis, Economics, Portfolio Management, Finance, Asset Management, Fixed Income
Education
Bellarmine University 2005 — 2005
Advanced Accounting Certificate
CFA Institute 1990 — 1996
CFA
Western Kentucky University 1970 — 1976
B.S.
KMI - Kentucky Military Institute 1965 — 1969
High School
Commonwealth of Kentucky July 2015 - Present
Private Equity January 1990 - Present
CFA Institute June 2000 - July 2014
CPA Firm in Louisville January 2000 - September 2002
Computer Sales and Service Company May 1977 - March 1990
Skills
Investments, Financial Analysis, Economics, Portfolio Management, Finance, Asset Management, Fixed Income
Education
Bellarmine University 2005 — 2005
Advanced Accounting Certificate
CFA Institute 1990 — 1996
CFA
Western Kentucky University 1970 — 1976
B.S.
KMI - Kentucky Military Institute 1965 — 1969
High School
Jonathan Higgs Jonathan Higgs's CFA Institute Experience April 2004 - July 2010
Job Managing Partner at Bloomspire
Industry Information Technology and Services
Experience
Bloomspire November 2012 - Present
Higgs Software Consulting, LLC July 2010 - Present
CFA Institute April 2004 - July 2010
Skills
Siebel, Web Services, EAI, iOS development, ClearCase, ClearQuest, .NET, SSIS, EIM, Enterprise Architecture, Integration Architecture, SQL, Software Development, SOA, Oracle, XML, Integration, Solution Architecture, SDLC, Data Modeling, Agile Methodologies, Objective-C, WCF, Requirements Analysis
Education
The University of Georgia 2000 — 2003
Bachelor, Computer Science
Blue Ridge Community College 1998 — 1999
Associate's degree
Bloomspire November 2012 - Present
Higgs Software Consulting, LLC July 2010 - Present
CFA Institute April 2004 - July 2010
Skills
Siebel, Web Services, EAI, iOS development, ClearCase, ClearQuest, .NET, SSIS, EIM, Enterprise Architecture, Integration Architecture, SQL, Software Development, SOA, Oracle, XML, Integration, Solution Architecture, SDLC, Data Modeling, Agile Methodologies, Objective-C, WCF, Requirements Analysis
Education
The University of Georgia 2000 — 2003
Bachelor, Computer Science
Blue Ridge Community College 1998 — 1999
Associate's degree
Jasper Liu Jasper Liu's CFA Institute Experience July 2009 - December 2011
Job Lead User Experience Architect at ICF International
Industry Information Technology and Services
Experience
ICF International March 2015 - Present
ICF International March 2014 - March 2015
ICF International December 2011 - March 2014
CFA Institute July 2009 - December 2011
ESIN December 2008 - July 2009
University of Michigan October 2007 - January 2009
Kellogg Company April 2008 - August 2008
American Library Association February 2008 - March 2008
Beijing University of Technology September 2004 - June 2007
Skills
Information Architecture, User Experience, Interaction Design, Usability Testing, User Interface Design, User Interface, User Experience Design, Human Computer..., Mobile Experience, Information..., Contextual Inquiry, Mobile Applications, CSS, User Research, Usability, Responsive Design, Native App Design, Usability Evaluation
Education
University of Michigan - School of Information 2007 — 2009
Master of Science in Information, Human Computer Interaction
Beijing University of Technology 2002 — 2006
Bachelor of Management, Information Management and Systems
ICF International March 2015 - Present
ICF International March 2014 - March 2015
ICF International December 2011 - March 2014
CFA Institute July 2009 - December 2011
ESIN December 2008 - July 2009
University of Michigan October 2007 - January 2009
Kellogg Company April 2008 - August 2008
American Library Association February 2008 - March 2008
Beijing University of Technology September 2004 - June 2007
Skills
Information Architecture, User Experience, Interaction Design, Usability Testing, User Interface Design, User Interface, User Experience Design, Human Computer..., Mobile Experience, Information..., Contextual Inquiry, Mobile Applications, CSS, User Research, Usability, Responsive Design, Native App Design, Usability Evaluation
Education
University of Michigan - School of Information 2007 — 2009
Master of Science in Information, Human Computer Interaction
Beijing University of Technology 2002 — 2006
Bachelor of Management, Information Management and Systems
Sheri Littlefield-Moreno Sheri Littlefield-Moreno's CFA Institute Experience June 2015 - Present
Job Managing Director and Chief Legal Officer at CFA Institute
Industry Financial Services
Experience
CFA Institute June 2015 - Present
GE Industrial Solutions March 2014 - June 2015
American Bar Association, TIPS Section, Corporate Counsel Committee August 2013 - August 2014
GE Intelligent Platforms September 2011 - March 2014
GE December 2005 - September 2011
Nixon Peabody 1998 - 2005
Sedgwick, Detert, Moran & Arnold 1996 - 1998
Skills
Litigation, Commercial Litigation, International Law, Energy, Litigation Management, Joint Ventures, Mergers & Acquisitions, Intellectual Property, Contract Negotiation, Corporate Law, Employment Law, Corporate Governance, Legal Writing, Due Diligence, Civil Litigation, Mediation
Education
Boston University School of Law 1991 — 1994
Juris Doctor, Law
The George Washington University 1987 — 1991
Bachelor of Arts (BA), Political Science and Government
Niskayuna HS
CFA Institute June 2015 - Present
GE Industrial Solutions March 2014 - June 2015
American Bar Association, TIPS Section, Corporate Counsel Committee August 2013 - August 2014
GE Intelligent Platforms September 2011 - March 2014
GE December 2005 - September 2011
Nixon Peabody 1998 - 2005
Sedgwick, Detert, Moran & Arnold 1996 - 1998
Skills
Litigation, Commercial Litigation, International Law, Energy, Litigation Management, Joint Ventures, Mergers & Acquisitions, Intellectual Property, Contract Negotiation, Corporate Law, Employment Law, Corporate Governance, Legal Writing, Due Diligence, Civil Litigation, Mediation
Education
Boston University School of Law 1991 — 1994
Juris Doctor, Law
The George Washington University 1987 — 1991
Bachelor of Arts (BA), Political Science and Government
Niskayuna HS
Peter Gunter Peter Gunter's CFA Institute Experience July 2007 - September 2010
Job SVP/ Director of Sales & Marketing at Rodyn Vibration Analysis, Inc.
Industry Marketing and Advertising
Experience
Rodyn Vibration Analysis, Inc. January 2013 - Present
Peter Gunter Communications 2011 - Present
WishWish USA January 2011 - 2011
CFA Institute July 2007 - September 2010
HNW, Inc. May 2006 - July 2007
Smith Barney May 2000 - May 2006
Grey Interactive May 1999 - May 2000
Skills
A top-performing..., Extensive background in..., Social Media, Marketing Strategy, Blogging, Marketing Communications, SEO
Education
City University of New York-Hunter College 1984 — 1987
M.A., Theatre and Film
University of Virginia 1976 — 1981
B.A., English
Rodyn Vibration Analysis, Inc. January 2013 - Present
Peter Gunter Communications 2011 - Present
WishWish USA January 2011 - 2011
CFA Institute July 2007 - September 2010
HNW, Inc. May 2006 - July 2007
Smith Barney May 2000 - May 2006
Grey Interactive May 1999 - May 2000
Skills
A top-performing..., Extensive background in..., Social Media, Marketing Strategy, Blogging, Marketing Communications, SEO
Education
City University of New York-Hunter College 1984 — 1987
M.A., Theatre and Film
University of Virginia 1976 — 1981
B.A., English
Randolph Carila Randolph Carila's CFA Institute Experience November 2012 - September 2015
Job Publishing Technology Specialist at CFA Institute
Industry Investment Management
Experience
CFA Institute November 2012 - September 2015
Silverchair February 2011 - October 2012
LexisNexis November 1995 - August 2010
Skills
XML, Online Publishing, HTML, Agile Methodologies, Scrum, Visual Studio, Web Applications, XSLT, Visual Basic, JIRA, CSS, Content Management, Publishing
Education
Averett University 2008 — 2010
MBA, Business Administration
Virginia Commonwealth University 1991 — 1993
BS, Mass Communications
CFA Institute November 2012 - September 2015
Silverchair February 2011 - October 2012
LexisNexis November 1995 - August 2010
Skills
XML, Online Publishing, HTML, Agile Methodologies, Scrum, Visual Studio, Web Applications, XSLT, Visual Basic, JIRA, CSS, Content Management, Publishing
Education
Averett University 2008 — 2010
MBA, Business Administration
Virginia Commonwealth University 1991 — 1993
BS, Mass Communications
Zachary Shelly's CFA Institute Experience January 2014 - February 2014
Job Asset Management Analyst at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan July 2014 - July 2015
Legacy Wealth Group of David A. Noyes & Company April 2014 - June 2014
CFA Institute January 2014 - February 2014
OneAmerica Financial Partners Inc. May 2013 - July 2013
Butler University August 2011 - April 2013
Education
Butler University 2010 — 2014
Bachelor of Science (B.S.), Finance, Senior
J.P. Morgan July 2015 - Present
J.P. Morgan July 2014 - July 2015
Legacy Wealth Group of David A. Noyes & Company April 2014 - June 2014
CFA Institute January 2014 - February 2014
OneAmerica Financial Partners Inc. May 2013 - July 2013
Butler University August 2011 - April 2013
Education
Butler University 2010 — 2014
Bachelor of Science (B.S.), Finance, Senior
Isaac Ferreira Isaac Ferreira's CFA Institute Experience March 2011 - Present
Job Project Director at CFA Institute
Industry Computer Software
Experience
CFA Institute March 2011 - Present
Microsoft VTS program 2009 - 2014
Neudesic April 2010 - March 2011
RDA Corporation August 2006 - April 2010
The Vision Web June 2003 - August 2006
Pareto August 2000 - July 2003
Fry April 1997 - August 2000
Skills
SOA, BizTalk, Enterprise Architecture, EAI, Integration, ESB, WCF, Windows Azure, Cloud Computing, XML, Agile Methodologies, SDLC, Software Development, Web Services, Application Architecture, .NET, SOAP, WSDL, Solution Architecture, Middleware, Integration Architecture, Architecture, IT Strategy, Agile Project Management, ASP.NET, Software Project..., Microsoft SQL Server, Enterprise Software, TFS, Architectures, SharePoint, BAM, Business Management, SOA Governance, Certified Scrum Master..., Kanban, Business Rules, Project Management, Project Planning, Budget Process, Program Management, IT Management, Microsoft Technologies
Education
University of Maryland College Park 1993 — 1995
Engineering
University of California, Los Angeles 1992 — 1993
Engineering
Capitol College 1990 — 1992
Electrical Engineering
CFA Institute March 2011 - Present
Microsoft VTS program 2009 - 2014
Neudesic April 2010 - March 2011
RDA Corporation August 2006 - April 2010
The Vision Web June 2003 - August 2006
Pareto August 2000 - July 2003
Fry April 1997 - August 2000
Skills
SOA, BizTalk, Enterprise Architecture, EAI, Integration, ESB, WCF, Windows Azure, Cloud Computing, XML, Agile Methodologies, SDLC, Software Development, Web Services, Application Architecture, .NET, SOAP, WSDL, Solution Architecture, Middleware, Integration Architecture, Architecture, IT Strategy, Agile Project Management, ASP.NET, Software Project..., Microsoft SQL Server, Enterprise Software, TFS, Architectures, SharePoint, BAM, Business Management, SOA Governance, Certified Scrum Master..., Kanban, Business Rules, Project Management, Project Planning, Budget Process, Program Management, IT Management, Microsoft Technologies
Education
University of Maryland College Park 1993 — 1995
Engineering
University of California, Los Angeles 1992 — 1993
Engineering
Capitol College 1990 — 1992
Electrical Engineering
Brian Vieten's CFA Institute Experience June 2015 - Present
Job Level II Candidate in the CFA Program
Industry Management Consulting
Experience
CFA Institute June 2015 - Present
EY July 2014 - Present
Oliver Wyman Financial Services July 2012 - August 2013
Oliver Wyman Actuarial May 2011 - August 2011
Skills
MS Excel, MS Word, MS Powerpoint, Stata, Final Cut Pro, Microsoft Excel, Analysis, Leadership, Management Consulting, Entrepreneurship, Economics, Research, Financial Analysis, Financial Modeling, Investments, Corporate Finance, PowerPoint
Education
Boston College 2010 — 2014
BA, Economics, Mathematics, Graduate
Princeton High School 2006 — 2010
FU-BEST
Princeton High School
CFA Institute June 2015 - Present
EY July 2014 - Present
Oliver Wyman Financial Services July 2012 - August 2013
Oliver Wyman Actuarial May 2011 - August 2011
Skills
MS Excel, MS Word, MS Powerpoint, Stata, Final Cut Pro, Microsoft Excel, Analysis, Leadership, Management Consulting, Entrepreneurship, Economics, Research, Financial Analysis, Financial Modeling, Investments, Corporate Finance, PowerPoint
Education
Boston College 2010 — 2014
BA, Economics, Mathematics, Graduate
Princeton High School 2006 — 2010
FU-BEST
Princeton High School
Peggy Eisen, CFA's CFA Institute Experience 2005 - 2008
Job Lead Trustee at Burnham Funds I Outside Director I SEC Qualified Financial Expert I Investment Committee Chair
Industry Investment Management
Experience
Burnham Funds April 2013 - Present
Smith College July 2012 - Present
One William Street Capital April 2008 - Present
Columbia Wanger Acorn Funds 2002 - Present
Antigenics 2003 - 2009
CFA Institute 2005 - 2008
EAM International 2002 - 2004
General Motors Asset Management 1995 - 2001
Skills
Equity asset management, Corporate Governance, Compliance, Asset Management, Risk Management, Due Diligence, Portfolio Management, Asset Allocation, Valuation, Private Equity, Asset Managment, Finance, Investments, Equities, Venture Capital, Investment Management, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1982 — 1984
MBA, Finance, Entrepreneurship
Smith College 1971 — 1975
AB, Government
Burnham Funds April 2013 - Present
Smith College July 2012 - Present
One William Street Capital April 2008 - Present
Columbia Wanger Acorn Funds 2002 - Present
Antigenics 2003 - 2009
CFA Institute 2005 - 2008
EAM International 2002 - 2004
General Motors Asset Management 1995 - 2001
Skills
Equity asset management, Corporate Governance, Compliance, Asset Management, Risk Management, Due Diligence, Portfolio Management, Asset Allocation, Valuation, Private Equity, Asset Managment, Finance, Investments, Equities, Venture Capital, Investment Management, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1982 — 1984
MBA, Finance, Entrepreneurship
Smith College 1971 — 1975
AB, Government
Barry White, Ph.D., CFA Barry White, Ph.D., CFA's CFA Institute Experience June 2000 - Present
Job Senior Investment Analyst, Consultant and Instructor
Industry Investment Management
Experience
CFA Institute June 2000 - Present
The Newport Group February 2005 - January 2009
Wachovia Securities July 1998 - February 2005
Florida Institute of Technology June 1996 - February 2005
Aegis Financial Advisors May 1994 - June 1998
Skills
Asset Allocation, Teaching, Financial Analysis, Financial Planning, Financial Markets, Investments, Portfolio Management, Asset Managment, Investment Strategies, Strategic Financial..., Asset Management, Retirement Planning, Financial Modeling, Mutual Funds, Equity Research, Securities, Equities, Valuation, Series 7, Risk Management, Financial Advisory, Finance, Due Diligence, Alternative Investments, Investment Banking, Fixed Income, Investment Advisory, Hedge Funds, Wealth Management, Estate Planning, Equity Valuation, Analysis, Derivatives, Capital Markets, Private Equity, Investment Management, Financial Services, Options, Bonds, Retirement, 401k
Education
Barry University 1996 — 1999
Ph.D., Business with concentration in Finance
North Carolina State University 1975 — 1977
Masters Degree, Mechanical Engineering
North Carolina State University 1971 — 1975
B.S., Mechanical Engineering
CFA Institute June 2000 - Present
The Newport Group February 2005 - January 2009
Wachovia Securities July 1998 - February 2005
Florida Institute of Technology June 1996 - February 2005
Aegis Financial Advisors May 1994 - June 1998
Skills
Asset Allocation, Teaching, Financial Analysis, Financial Planning, Financial Markets, Investments, Portfolio Management, Asset Managment, Investment Strategies, Strategic Financial..., Asset Management, Retirement Planning, Financial Modeling, Mutual Funds, Equity Research, Securities, Equities, Valuation, Series 7, Risk Management, Financial Advisory, Finance, Due Diligence, Alternative Investments, Investment Banking, Fixed Income, Investment Advisory, Hedge Funds, Wealth Management, Estate Planning, Equity Valuation, Analysis, Derivatives, Capital Markets, Private Equity, Investment Management, Financial Services, Options, Bonds, Retirement, 401k
Education
Barry University 1996 — 1999
Ph.D., Business with concentration in Finance
North Carolina State University 1975 — 1977
Masters Degree, Mechanical Engineering
North Carolina State University 1971 — 1975
B.S., Mechanical Engineering
Lavone Whitmer, CFA's CFA Institute Experience 1997 - 2015
Job VP & Investment Manager at Indiana Trust & Investment Management Co.
Industry Investment Management
Experience
Indiana Trust & Investment Management Company April 2007 - Present
CFA Institute 1997 - 2015
Old National Bank November 2000 - April 2007
Indiana Public Employees Retirement Fund April 2006 - November 2006
Federal Home Loan Bank of Indianapolis August 1993 - November 2000
Skills
Fixed Income, Portfolio Management, Equities, Capital Markets, Investments
Education
CFA Institute 1994 — 1996
CFA designation, Investments and Securities
Ball State University - College of Business 1989 — 1992
Bachelor of Science, Finance / Economics
northrop high school
Indiana Trust & Investment Management Company April 2007 - Present
CFA Institute 1997 - 2015
Old National Bank November 2000 - April 2007
Indiana Public Employees Retirement Fund April 2006 - November 2006
Federal Home Loan Bank of Indianapolis August 1993 - November 2000
Skills
Fixed Income, Portfolio Management, Equities, Capital Markets, Investments
Education
CFA Institute 1994 — 1996
CFA designation, Investments and Securities
Ball State University - College of Business 1989 — 1992
Bachelor of Science, Finance / Economics
northrop high school
Cassaundra Frost, CFA, CIMA, CAIA's CFA Institute Experience September 2000 - Present
Job Portfolio Manager at Bank of Texas
Industry Investment Management
Experience
Bank of Texas February 2008 - Present
CFA Institute September 2000 - Present
University of Texas at Dallas June 2008 - September 2011
CFA Society of Dallas Ft Worth 2007 - 2010
BANK OF AMERICA April 2006 - February 2008
Yukon National Bank July 2005 - June 2006
University of Central Oklahoma August 2003 - January 2006
ASSET SERVICES COMPANY August 2002 - June 2005
Wachovia in March 1997 - October 1998
United States Navy October 1994 - October 1996
Skills
CIMA, Portfolio Management, Asset Allocation, Investments, Investment Strategies, CFA, MBA, CAIA, Trust, Consultancy, Institutional, Foundations, Endowments, Defined Benefit, Wealth Management
Education
University of North Florida - College of Business Administration 1995 — 1997
MBA, General Business
Cameron University 1990 — 1994
BBA, Finance
Bank of Texas February 2008 - Present
CFA Institute September 2000 - Present
University of Texas at Dallas June 2008 - September 2011
CFA Society of Dallas Ft Worth 2007 - 2010
BANK OF AMERICA April 2006 - February 2008
Yukon National Bank July 2005 - June 2006
University of Central Oklahoma August 2003 - January 2006
ASSET SERVICES COMPANY August 2002 - June 2005
Wachovia in March 1997 - October 1998
United States Navy October 1994 - October 1996
Skills
CIMA, Portfolio Management, Asset Allocation, Investments, Investment Strategies, CFA, MBA, CAIA, Trust, Consultancy, Institutional, Foundations, Endowments, Defined Benefit, Wealth Management
Education
University of North Florida - College of Business Administration 1995 — 1997
MBA, General Business
Cameron University 1990 — 1994
BBA, Finance
Catherine Kleszczewski Catherine Kleszczewski's CFA Institute Experience November 2011 - Present
Job Administrative Assistant at CFA Institute
Industry Music
Experience
CFA Institute November 2011 - Present
J.P. Morgan 1997 - 2001
Skills
Music, Songwriting, Composition, Music Production, Editing, Social Media, Research, Public Speaking, Blogging, Nonprofits, Copywriting, Creative Writing, Strategic Planning, Teaching
Education
Aaron Copland School of Music at Queens College
Master of Arts (M.A.), Music Theory and Composition
Bard College
Bachelor’s Degree, Music Theory and Composition
CFA Institute November 2011 - Present
J.P. Morgan 1997 - 2001
Skills
Music, Songwriting, Composition, Music Production, Editing, Social Media, Research, Public Speaking, Blogging, Nonprofits, Copywriting, Creative Writing, Strategic Planning, Teaching
Education
Aaron Copland School of Music at Queens College
Master of Arts (M.A.), Music Theory and Composition
Bard College
Bachelor’s Degree, Music Theory and Composition
Carmen Iamandii (Dobrescu) Carmen Iamandii (Dobrescu)'s CFA Institute Experience October 2014 - April 2015
Job Junior at PwC
Industry Financial Services
Experience
PwC August 2014 - July 2015
CFA Institute October 2014 - April 2015
PwC January 2013 - April 2013
Skills
Financial Analysis, Teamwork, Finance, English, Corporate Finance, Banking, Microsoft Office, Valuation, Capital Budgeting, Investments, Economics, Business Planning, Analytical Skills, PowerPoint, Analysis, Equity Research, Numerical Analysis, Management Consulting, Risk Management, Management, Financial Accounting, Auditing, C++
Education
University of Reading 2013 — 2014
Erasmus scholarship, Finance & Investment, 1st
Academia de Studii Economice din București 2011 — 2014
Bachelor of Applied Science (B.A.Sc.), Finance, Banking, Insurance and Stock Exchange, 10/10
PwC August 2014 - July 2015
CFA Institute October 2014 - April 2015
PwC January 2013 - April 2013
Skills
Financial Analysis, Teamwork, Finance, English, Corporate Finance, Banking, Microsoft Office, Valuation, Capital Budgeting, Investments, Economics, Business Planning, Analytical Skills, PowerPoint, Analysis, Equity Research, Numerical Analysis, Management Consulting, Risk Management, Management, Financial Accounting, Auditing, C++
Education
University of Reading 2013 — 2014
Erasmus scholarship, Finance & Investment, 1st
Academia de Studii Economice din București 2011 — 2014
Bachelor of Applied Science (B.A.Sc.), Finance, Banking, Insurance and Stock Exchange, 10/10
Zachary Mason, CDFA Zachary Mason, CDFA's CFA Institute Experience January 2015 - Present
Job Partner | Verus Capital Partners, LLC
Industry Financial Services
Experience
Verus Capital Partners March 2013 - Present
Verus Capital Partners September 2011 - Present
CFA Institute January 2015 - Present
GiGi's Playhouse, Phoenix - Down Syndrome Achievement Centers July 2015 - Present
Vanguard July 2011 - October 2011
Arizona State University Athletics August 2007 - March 2009
Skills
Portfolio Management, Financial Services, Strategic Financial..., Retirement Planning, Securities, Asset Management, Investment Advisory, Financial Planning, Financial Advisory, Entrepreneurship, Series 7
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science (BSc) Management, Entrepreneurship/Entrepreneurial Studies, International Business, Magna Cum Laude
DMHS 2003 — 2007
Verus Capital Partners March 2013 - Present
Verus Capital Partners September 2011 - Present
CFA Institute January 2015 - Present
GiGi's Playhouse, Phoenix - Down Syndrome Achievement Centers July 2015 - Present
Vanguard July 2011 - October 2011
Arizona State University Athletics August 2007 - March 2009
Skills
Portfolio Management, Financial Services, Strategic Financial..., Retirement Planning, Securities, Asset Management, Investment Advisory, Financial Planning, Financial Advisory, Entrepreneurship, Series 7
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science (BSc) Management, Entrepreneurship/Entrepreneurial Studies, International Business, Magna Cum Laude
DMHS 2003 — 2007
Marvin Powell, CFA Marvin Powell, CFA's CFA Institute Experience 2013 - Present
Job
Industry Banking
Experience
State Farm December 2011 - Present
Community Foundation of Central Illinois April 2014 - Present
CFA Institute 2013 - Present
Bradley University January 2014 - December 2014
Growmark January 2009 - December 2011
Bradley University July 2007 - June 2008
Merrill Lynch June 2006 - May 2007
self employed 2004 - 2007
Education
Bradley University 2007 — 2008
MBA
Bradley University 2003 — 2007
Bachelor of Science, Finance
State Farm December 2011 - Present
Community Foundation of Central Illinois April 2014 - Present
CFA Institute 2013 - Present
Bradley University January 2014 - December 2014
Growmark January 2009 - December 2011
Bradley University July 2007 - June 2008
Merrill Lynch June 2006 - May 2007
self employed 2004 - 2007
Education
Bradley University 2007 — 2008
MBA
Bradley University 2003 — 2007
Bachelor of Science, Finance
Isaac Beckel Isaac Beckel's CFA Institute Experience October 2013 - February 2014
Job Investment Analyst at Parametric
Industry Financial Services
Experience
Parametric Portfolio Associates January 2015 - Present
Fabworks LLC August 2012 - December 2014
Split Rock Private Trading and Wealth Management March 2014 - October 2014
Shaletrader.com February 2014 - October 2014
LSBE Bulldog Fund LLC May 2013 - May 2014
Wells Fargo November 2013 - February 2014
CFA Institute October 2013 - February 2014
Justice Oilfield Services May 2012 - August 2012
FABCO Equipment, Inc. November 2006 - January 2012
Nortrax May 2003 - November 2006
Skills
Time Management, Analysis, Leadership, Management, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Troubleshooting, Microsoft Word, Inventory Management, Sales, Finance, Operations Management, Windows, MS Project, Microsoft Project, Energy, Oil & Gas Exploration, Energy Services, Equities, Investments, Portfolio Management, Financial Analysis
Education
University of Minnesota-Duluth 2010 — 2014
B.B.A., Finance
Central Lakes College-Brainerd 2002 — 2004
Associate of Arts and Sciences (A.A.S.), Deisel technologies
Parametric Portfolio Associates January 2015 - Present
Fabworks LLC August 2012 - December 2014
Split Rock Private Trading and Wealth Management March 2014 - October 2014
Shaletrader.com February 2014 - October 2014
LSBE Bulldog Fund LLC May 2013 - May 2014
Wells Fargo November 2013 - February 2014
CFA Institute October 2013 - February 2014
Justice Oilfield Services May 2012 - August 2012
FABCO Equipment, Inc. November 2006 - January 2012
Nortrax May 2003 - November 2006
Skills
Time Management, Analysis, Leadership, Management, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Troubleshooting, Microsoft Word, Inventory Management, Sales, Finance, Operations Management, Windows, MS Project, Microsoft Project, Energy, Oil & Gas Exploration, Energy Services, Equities, Investments, Portfolio Management, Financial Analysis
Education
University of Minnesota-Duluth 2010 — 2014
B.B.A., Finance
Central Lakes College-Brainerd 2002 — 2004
Associate of Arts and Sciences (A.A.S.), Deisel technologies
Jennifer Beatty Jennifer Beatty's CFA Institute Experience February 2014 - September 2014
Job Senior Designer at Dentons
Industry Design
Experience
Dentons September 2014 - Present
Stoke Interactive March 2013 - Present
CFA Institute February 2014 - September 2014
JLB Consulting September 2010 - August 2014
MCCS August 2010 - February 2013
Skills
Marketing, Graphic Design, Web Design, Social Media, Social Media Marketing, Advertising, Market Research, SEO, Wordpress, Email Marketing, Marketing Strategy, Online Advertising, Adobe Creative Suite, Corporate Branding, WordPress, User Experience, Online Marketing, Social Networking, Brand Development, Logo Design, Strategy, Public Relations, Blogging, Photography, Facebook, Brand Management, Brochures, Layout, Typography, Creative Direction, New Media, Website Development, Branding & Identity, Google Analytics
Education
Academy of Art University 2012 — 2014
Master of Fine Arts (MFA), Graphic Design
Sessions College for Professional Design 2011 — 2012
Graphic Design, Graphic Design and Brand Strategy, 4.0 GPA
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 2001
Bachelor's, Business Marketing
Dentons September 2014 - Present
Stoke Interactive March 2013 - Present
CFA Institute February 2014 - September 2014
JLB Consulting September 2010 - August 2014
MCCS August 2010 - February 2013
Skills
Marketing, Graphic Design, Web Design, Social Media, Social Media Marketing, Advertising, Market Research, SEO, Wordpress, Email Marketing, Marketing Strategy, Online Advertising, Adobe Creative Suite, Corporate Branding, WordPress, User Experience, Online Marketing, Social Networking, Brand Development, Logo Design, Strategy, Public Relations, Blogging, Photography, Facebook, Brand Management, Brochures, Layout, Typography, Creative Direction, New Media, Website Development, Branding & Identity, Google Analytics
Education
Academy of Art University 2012 — 2014
Master of Fine Arts (MFA), Graphic Design
Sessions College for Professional Design 2011 — 2012
Graphic Design, Graphic Design and Brand Strategy, 4.0 GPA
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 2001
Bachelor's, Business Marketing
Adam Thurgood, CFA's CFA Institute Experience 2004 - Present
Job Wealth Manager, Managing Director, Partner at HighTower
Industry Financial Services
Experience
HighTower August 2012 - Present
Junior Achievement of Southern Nevada April 2010 - Present
University of Nevada Las Vegas August 2009 - Present
CFA Institute 2004 - Present
Merrill Lynch April 2002 - August 2012
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Retirement Planning, Personal Financial..., Investment Policy, University Teaching, Finance, Bloomberg, Statistical Analysis, Investments
Education
Boston University 2004 — 2006
Master's degree, Banking and Financial Management, 3.94
University of Nevada-Las Vegas 1998 — 2000
Bachelor's degree, Finance, General, 3.91 - Magna Cum Laude
HighTower August 2012 - Present
Junior Achievement of Southern Nevada April 2010 - Present
University of Nevada Las Vegas August 2009 - Present
CFA Institute 2004 - Present
Merrill Lynch April 2002 - August 2012
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Retirement Planning, Personal Financial..., Investment Policy, University Teaching, Finance, Bloomberg, Statistical Analysis, Investments
Education
Boston University 2004 — 2006
Master's degree, Banking and Financial Management, 3.94
University of Nevada-Las Vegas 1998 — 2000
Bachelor's degree, Finance, General, 3.91 - Magna Cum Laude
Will Shahriari Will Shahriari's CFA Institute Experience 1996 - Present
Job Managing Director at Mesirow Financial
Industry Capital Markets
Experience
Mesirow Financial 2000 - Present
CFA Institute 1996 - Present
Market Technicians Association March 2002 - Present
William R. Hough & Co. 1997 - 2000
Smith Barney 1995 - 1997
Shearson Lehman Brothers 1990 - 1992
Skills
MBS, ABS, Fixed Income, Bonds, Hedge Funds, Portfolio Management, Series 7, Bloomberg, Financial Markets, Trading, Valuation, Financial Modeling, Investments, Capital Markets, Investment Management, Securities, Asset Allocation, Asset Management, Equities, Alternative Investments
Education
Emory University 1990 — 1991
MBA, Finance
College of Charleston 1986 — 1989
BS, Business Administration
Clemson University 1985 — 1986
Business, Engineering
Mesirow Financial 2000 - Present
CFA Institute 1996 - Present
Market Technicians Association March 2002 - Present
William R. Hough & Co. 1997 - 2000
Smith Barney 1995 - 1997
Shearson Lehman Brothers 1990 - 1992
Skills
MBS, ABS, Fixed Income, Bonds, Hedge Funds, Portfolio Management, Series 7, Bloomberg, Financial Markets, Trading, Valuation, Financial Modeling, Investments, Capital Markets, Investment Management, Securities, Asset Allocation, Asset Management, Equities, Alternative Investments
Education
Emory University 1990 — 1991
MBA, Finance
College of Charleston 1986 — 1989
BS, Business Administration
Clemson University 1985 — 1986
Business, Engineering
Jeong Yun's CFA Institute Experience October 2013 - February 2014
Job Student at Macaulay at Brooklyn College
Industry Accounting
Experience
TEDxCUNY February 2014 - Present
PwC June 2015 - August 2015
WPI Verizon Wireless January 2012 - June 2015
Brooklyn College School of Business e-Newsletter May 2013 - February 2015
Asian Americans for Equality December 2013 - August 2014
PwC May 2014 - May 2014
CFA Institute October 2013 - February 2014
Strive For College October 2013 - February 2014
Brooklyn College TRiO Program February 2013 - January 2014
NYCoRE May 2013 - September 2013
Skills
Microsoft Word, Google Docs, PowerPoint, Newsletters, Research, Spanish, Microsoft Excel, Higher Education, Management, Prezi, Mentoring, Nonprofits, Teamwork, Budgets
Education
Brooklyn College 2012 — 2016
BS, Accounting and Business Management and Finance, Accounting and Business/Management, Minor in Business Law, 3.9
William E. Macaulay Honors College 2012 — 2016
Honors
Bayonne High School 2008 — 2012
4.0
TEDxCUNY February 2014 - Present
PwC June 2015 - August 2015
WPI Verizon Wireless January 2012 - June 2015
Brooklyn College School of Business e-Newsletter May 2013 - February 2015
Asian Americans for Equality December 2013 - August 2014
PwC May 2014 - May 2014
CFA Institute October 2013 - February 2014
Strive For College October 2013 - February 2014
Brooklyn College TRiO Program February 2013 - January 2014
NYCoRE May 2013 - September 2013
Skills
Microsoft Word, Google Docs, PowerPoint, Newsletters, Research, Spanish, Microsoft Excel, Higher Education, Management, Prezi, Mentoring, Nonprofits, Teamwork, Budgets
Education
Brooklyn College 2012 — 2016
BS, Accounting and Business Management and Finance, Accounting and Business/Management, Minor in Business Law, 3.9
William E. Macaulay Honors College 2012 — 2016
Honors
Bayonne High School 2008 — 2012
4.0
Albert Jaffarian, CFA's CFA Institute Experience 2002 - 2014
Job Commercial Banking Professional
Industry Banking
Experience
Mansfield Bank September 2012 - Present
Community College of Rhode Island 2012 - Present
CFA Institute 2002 - 2014
Citizens Bank March 2012 - September 2012
South Shore Bank October 2011 - March 2012
The Washington Trust Company August 2009 - July 2011
BankRI March 1999 - March 2008
US Trust September 1996 - February 1999
Bank of Boston September 1985 - September 1996
Skills
Credit Analysis, Credit, Banking, Loans, Cash Flow, Commercial Lending, Portfolio Management, Small Business Lending, Commercial Banking, Credit Risk, Consumer Lending, Underwriting, Risk Management, Accounting, Real Estate, Strategic Planning, Asset Based Lending, Mergers & Acquisitions, Budgets, Monetary Policy, Economics, Financial Statement..., Middle Market Lending, Loan Review, Industry Assesment
Education
Anna Maria College 1986 — 1987
MBA, Business Administration and Management, General
Wocester State College 1981 — 1984
BS, Management
Mansfield Bank September 2012 - Present
Community College of Rhode Island 2012 - Present
CFA Institute 2002 - 2014
Citizens Bank March 2012 - September 2012
South Shore Bank October 2011 - March 2012
The Washington Trust Company August 2009 - July 2011
BankRI March 1999 - March 2008
US Trust September 1996 - February 1999
Bank of Boston September 1985 - September 1996
Skills
Credit Analysis, Credit, Banking, Loans, Cash Flow, Commercial Lending, Portfolio Management, Small Business Lending, Commercial Banking, Credit Risk, Consumer Lending, Underwriting, Risk Management, Accounting, Real Estate, Strategic Planning, Asset Based Lending, Mergers & Acquisitions, Budgets, Monetary Policy, Economics, Financial Statement..., Middle Market Lending, Loan Review, Industry Assesment
Education
Anna Maria College 1986 — 1987
MBA, Business Administration and Management, General
Wocester State College 1981 — 1984
BS, Management
Ariel Vaughan's CFA Institute Experience June 2008 - July 2009
Job Empowering women's lives at Mary Kay
Industry Marketing and Advertising
Experience
Mary Kay Inc. January 2013 - Present
Allsorts Promotional Products October 2011 - March 2014
NTELOS June 2011 - October 2011
Seton Youth Shelters October 2010 - July 2011
Snow Companies January 2010 - April 2010
Bath & Body Works May 2008 - August 2009
CFA Institute June 2008 - July 2009
University of Pittsburgh School of Nursing September 2007 - April 2008
Skills
Marketing Communications, Integrated Marketing, Market Research, Email Marketing, Social Media Marketing, Facebook, Twitter, Customer Service, Marketing, Quickbooks, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Event Planning, Social Media, Advertising, Social Networking, Outlook, Data Entry, Cold Calling, Research
Education
Christopher Newport University 2008 — 2011
BSBA, Marketing and Spanish
University of Pittsburgh 2007 — 2008
Marketing
Monticello High School 2003 — 2007
Advanced Diploma
Mary Kay Inc. January 2013 - Present
Allsorts Promotional Products October 2011 - March 2014
NTELOS June 2011 - October 2011
Seton Youth Shelters October 2010 - July 2011
Snow Companies January 2010 - April 2010
Bath & Body Works May 2008 - August 2009
CFA Institute June 2008 - July 2009
University of Pittsburgh School of Nursing September 2007 - April 2008
Skills
Marketing Communications, Integrated Marketing, Market Research, Email Marketing, Social Media Marketing, Facebook, Twitter, Customer Service, Marketing, Quickbooks, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Event Planning, Social Media, Advertising, Social Networking, Outlook, Data Entry, Cold Calling, Research
Education
Christopher Newport University 2008 — 2011
BSBA, Marketing and Spanish
University of Pittsburgh 2007 — 2008
Marketing
Monticello High School 2003 — 2007
Advanced Diploma
Jennifer Helton's CFA Institute Experience July 2014 - Present
Job Event Specialist, Test Center Planning at CFA Institute
Industry Higher Education
Experience
CFA Institute July 2014 - Present
CFA Institute February 2012 - Present
The Lakeland Center December 2004 - March 2012
Ball State University May 2003 - August 2003
Ball State University August 2002 - May 2003
Ball State University May 2002 - August 2002
Ball State University January 2002 - May 2002
Christopher Newport University May 2001 - December 2001
Christopher Newport University August 2000 - May 2001
Skills
Event Management, Customer Service, Sales, Microsoft Word, Team Building, Marketing, Training, Public Relations, Event Planning, Project Planning, PowerPoint
Education
Ball State University
Master of Science, Physical Education; Sports Administration
Christopher Newport University
Bachelor of Arts, Leisure Studies; Recreation and Tourism
CFA Institute July 2014 - Present
CFA Institute February 2012 - Present
The Lakeland Center December 2004 - March 2012
Ball State University May 2003 - August 2003
Ball State University August 2002 - May 2003
Ball State University May 2002 - August 2002
Ball State University January 2002 - May 2002
Christopher Newport University May 2001 - December 2001
Christopher Newport University August 2000 - May 2001
Skills
Event Management, Customer Service, Sales, Microsoft Word, Team Building, Marketing, Training, Public Relations, Event Planning, Project Planning, PowerPoint
Education
Ball State University
Master of Science, Physical Education; Sports Administration
Christopher Newport University
Bachelor of Arts, Leisure Studies; Recreation and Tourism
Matt Pavlo Matt Pavlo's CFA Institute Experience June 2007 - July 2009
Job Editor at Fantasy Forge Films
Industry Motion Pictures and Film
Experience
Fantasy Forge Films November 2014 - Present
Red Eyed Dragon Productions July 2011 - November 2014
Red Eyed Dragon Productions September 2010 - November 2014
Red-Eyed Dragon Productions September 2009 - November 2014
CFA Institute June 2007 - July 2009
Albemarle High School May 2003 - July 2003
Skills
Sound, Music, Audio Mixing, After Effects, Composing, Boom Operator, Sound Editing, Sound Design, Audio Post Production, Guitarist, Composition, Short Films, Pro Tools, Logic Pro, Music Industry, Video Production, Video Editing, Editing, Post Production
Education
Piedmont Virginia 2009 — 2009
Liberal Arts
Alfred University 2006 — 2007
Liberal Arts
Fantasy Forge Films November 2014 - Present
Red Eyed Dragon Productions July 2011 - November 2014
Red Eyed Dragon Productions September 2010 - November 2014
Red-Eyed Dragon Productions September 2009 - November 2014
CFA Institute June 2007 - July 2009
Albemarle High School May 2003 - July 2003
Skills
Sound, Music, Audio Mixing, After Effects, Composing, Boom Operator, Sound Editing, Sound Design, Audio Post Production, Guitarist, Composition, Short Films, Pro Tools, Logic Pro, Music Industry, Video Production, Video Editing, Editing, Post Production
Education
Piedmont Virginia 2009 — 2009
Liberal Arts
Alfred University 2006 — 2007
Liberal Arts
Alan Spatrick's CFA Institute Experience 2014 - 2014
Job Consulant at CFA Institute
Industry Financial Services
Experience
Meketa Investment Group 1980 - Present
CFA Institute 2014 - 2014
The Coolidge Corner Theatre 1989 - 1998
North Shore Economic Council 1979 - 1980
Skills
CFA, Chartered Financial..., Asset Allocation, Mutual Funds, Institutional..., Pension Funds, Alternative Investments, Investment Management, Hedge Funds, Investments, Investment Strategies, Fixed Income, Asset Management, Equities, Fund Of Funds, Private Equity, Portfolio Management, Valuation
Education
Brandeis University 1974 — 1978
Bachelor of Science (BS), Economics
Peabody High School 1971 — 1974
B.A., Economics
Meketa Investment Group 1980 - Present
CFA Institute 2014 - 2014
The Coolidge Corner Theatre 1989 - 1998
North Shore Economic Council 1979 - 1980
Skills
CFA, Chartered Financial..., Asset Allocation, Mutual Funds, Institutional..., Pension Funds, Alternative Investments, Investment Management, Hedge Funds, Investments, Investment Strategies, Fixed Income, Asset Management, Equities, Fund Of Funds, Private Equity, Portfolio Management, Valuation
Education
Brandeis University 1974 — 1978
Bachelor of Science (BS), Economics
Peabody High School 1971 — 1974
B.A., Economics
Cynthia Ferreira's CFA Institute Experience October 2010 - August 2012
Job PM and Transformation Leader PMP,CSPO, SPC
Industry Program Development
Experience
CSC August 2012 - Present
CFA Institute October 2010 - August 2012
SRA International December 2009 - November 2010
Perrin Quarles Associates June 2001 - December 2009
Charles Levy Company 2000 - 2001
University of Virginia 1994 - May 2000
Skills
Lean IT, Scaled Agile, Agile Methodologies, Scrum, Process Improvement, Agile Project Management, Six Sigma, Team Building, Program Management, IT Strategy, Project Portfolio..., Software Project..., Business Process, Cloud Computing, Project Management, Software Development, Enterprise Architecture, Product Management, Requirements Analysis, Business Analysis, Data Analysis, Requirements Gathering, Systems Analysis, SQL, Solution Architecture, CMMI, SDLC, Management, Business Process..., Integration, Leadership, Testing
Education
University of Virginia 1992 — 1994
MS, Systems Engineering
Incirlik AFB 1972 — 1977
California State University, Fresno
BS, ME, Industrial Technology
CSC August 2012 - Present
CFA Institute October 2010 - August 2012
SRA International December 2009 - November 2010
Perrin Quarles Associates June 2001 - December 2009
Charles Levy Company 2000 - 2001
University of Virginia 1994 - May 2000
Skills
Lean IT, Scaled Agile, Agile Methodologies, Scrum, Process Improvement, Agile Project Management, Six Sigma, Team Building, Program Management, IT Strategy, Project Portfolio..., Software Project..., Business Process, Cloud Computing, Project Management, Software Development, Enterprise Architecture, Product Management, Requirements Analysis, Business Analysis, Data Analysis, Requirements Gathering, Systems Analysis, SQL, Solution Architecture, CMMI, SDLC, Management, Business Process..., Integration, Leadership, Testing
Education
University of Virginia 1992 — 1994
MS, Systems Engineering
Incirlik AFB 1972 — 1977
California State University, Fresno
BS, ME, Industrial Technology
Laura Dagan Laura Dagan's CFA Institute Experience September 2011 - June 2015
Job Retired
Industry Leisure, Travel & Tourism
Experience
F-Squared Investments November 2011 - Present
Champlain College October 2006 - Present
F-Squared Investments November 2014 - September 2015
CFA Institute September 2011 - June 2015
CFA Society of Vermont August 2011 - January 2014
Dwight Asset Management, a Goldman Sachs Company March 1987 - January 2010
Skills
Asset Managment, Portfolio Management, Asset Allocation, Investment Strategies, Investments, Strategic Financial..., Asset Management, Fixed Income, Wealth Management, Securities, Financial Modeling, Equities, Alternative Investments, Valuation, Investment Management
Education
Bucknell University 1970 — 1974
BS, Education
F-Squared Investments November 2011 - Present
Champlain College October 2006 - Present
F-Squared Investments November 2014 - September 2015
CFA Institute September 2011 - June 2015
CFA Society of Vermont August 2011 - January 2014
Dwight Asset Management, a Goldman Sachs Company March 1987 - January 2010
Skills
Asset Managment, Portfolio Management, Asset Allocation, Investment Strategies, Investments, Strategic Financial..., Asset Management, Fixed Income, Wealth Management, Securities, Financial Modeling, Equities, Alternative Investments, Valuation, Investment Management
Education
Bucknell University 1970 — 1974
BS, Education
Desi Hopkins Allevato Desi Hopkins Allevato's CFA Institute Experience September 2014 - Present
Job Manager, Product Development at CFA Institute
Industry Financial Services
Experience
CFA Institute September 2014 - Present
CFA Institute March 2012 - August 2014
CFA Institute June 2010 - March 2012
Silverchair June 2006 - June 2010
Virginia Center for Digital History 2002 - 2006
American University April 1999 - August 2000
Skills
Editing, Content Management, Publishing, Requirements Analysis, Research, Editorial Project..., Web Project Management, Social Media, Product Development, Content Strategy, Data Analysis, Product Strategy, Webinar Development, Team Management, Project Management, Copy Editing, Editorial
Education
University of Virginia 2000 — 2002
MA, European History
American University 1995 — 1999
BA, History, International Studies, Russian
ACTR 1997 — 1997
CFA Institute September 2014 - Present
CFA Institute March 2012 - August 2014
CFA Institute June 2010 - March 2012
Silverchair June 2006 - June 2010
Virginia Center for Digital History 2002 - 2006
American University April 1999 - August 2000
Skills
Editing, Content Management, Publishing, Requirements Analysis, Research, Editorial Project..., Web Project Management, Social Media, Product Development, Content Strategy, Data Analysis, Product Strategy, Webinar Development, Team Management, Project Management, Copy Editing, Editorial
Education
University of Virginia 2000 — 2002
MA, European History
American University 1995 — 1999
BA, History, International Studies, Russian
ACTR 1997 — 1997
David Tse David Tse's CFA Institute Experience October 2013 - January 2014
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Rose Institute of State and Local Government September 2011 - Present
Student Investment Fund August 2012 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
CFA Institute October 2013 - January 2014
UCOP June 2013 - August 2013
Vista Point Advisors June 2012 - August 2012
Skills
Data Analysis, Research, Microsoft Office, Public Speaking, Accounting, Due Diligence, Valuation, Qualitative Research, Stata, Humor, Editing, Writing, Bloomberg, Capital IQ, Leadership
Education
Claremont McKenna College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Accounting (with Honors)
Miramonte High School 2007 — 2011
Goldman Sachs July 2015 - Present
Rose Institute of State and Local Government September 2011 - Present
Student Investment Fund August 2012 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
CFA Institute October 2013 - January 2014
UCOP June 2013 - August 2013
Vista Point Advisors June 2012 - August 2012
Skills
Data Analysis, Research, Microsoft Office, Public Speaking, Accounting, Due Diligence, Valuation, Qualitative Research, Stata, Humor, Editing, Writing, Bloomberg, Capital IQ, Leadership
Education
Claremont McKenna College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Accounting (with Honors)
Miramonte High School 2007 — 2011
Aditya Chitral, CFA, ERP, FRM Aditya Chitral, CFA, ERP, FRM's CFA Institute Experience June 2014 - June 2014
Job Associate Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets January 2015 - Present
Global Association of Risk Professionals (GARP) June 2015 - June 2015
RBC Capital Markets January 2013 - December 2014
CFA Institute June 2014 - June 2014
RBC Capital Markets January 2011 - December 2012
RBC Capital Markets March 2010 - January 2011
FurrayLogic September 2009 - March 2010
InsCap Management, LLC June 2009 - August 2009
Tata Consultancy Services January 2008 - May 2008
Anagram Stock Broking Ltd. November 2007 - December 2007
Skills
Financial Modeling, VBA, Portfolio Management, Bonds, C++, Java, Programming, Volatility, Derivatives, Equities, Capital Markets, Fixed Income, Bloomberg, Options, Valuation, Trading, Structured Finance, Quantitative Finance, Market Risk, Financial Risk, Finance, Risk Management, SQL
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
Masters, Financial Engineering
Institute of Technology, Nirma University 2004 — 2008
Bachelor of Technology, Computer Engineering
RBC Capital Markets January 2015 - Present
Global Association of Risk Professionals (GARP) June 2015 - June 2015
RBC Capital Markets January 2013 - December 2014
CFA Institute June 2014 - June 2014
RBC Capital Markets January 2011 - December 2012
RBC Capital Markets March 2010 - January 2011
FurrayLogic September 2009 - March 2010
InsCap Management, LLC June 2009 - August 2009
Tata Consultancy Services January 2008 - May 2008
Anagram Stock Broking Ltd. November 2007 - December 2007
Skills
Financial Modeling, VBA, Portfolio Management, Bonds, C++, Java, Programming, Volatility, Derivatives, Equities, Capital Markets, Fixed Income, Bloomberg, Options, Valuation, Trading, Structured Finance, Quantitative Finance, Market Risk, Financial Risk, Finance, Risk Management, SQL
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
Masters, Financial Engineering
Institute of Technology, Nirma University 2004 — 2008
Bachelor of Technology, Computer Engineering
David Widder-Varhegyi's CFA Institute Experience June 2014 - July 2014
Job Student, Actor, Barista, WannaBe Handyman.
Industry Performing Arts
Experience
Cedarville University DeVries Theatre May 2015 - Present
Rinnova Coffee May 2013 - Present
CFA Institute June 2014 - July 2014
CFA Institute June 2013 - July 2013
Trinity Presbyterian Church May 2013 - July 2013
Summer's Best Two Weeks July 2011 - August 2012
El Puente Mission Base June 2012 - July 2012
Classics Gymnastics January 2011 - May 2011
Skills
Public Speaking, Microsoft Office, Facebook, Event Planning, Fundraising, Leadership Development, Sales, Piano, PowerPoint, Musical Theatre, Theatre, Worship Music, Creative Writing, Stage Management, Acting, Social Networking, Music, Film Actor
Education
Cedarville University 2012 — 2016
Bachelor of Arts (B.A.), Theatre Performance, Senior
The Covenant School 2008 — 2012
Academic Honors, Judicial Council, Leadership Council, NMSQT Semifinalist, College Prep.
Homeschool 1994 — 2007
Cedarville University DeVries Theatre May 2015 - Present
Rinnova Coffee May 2013 - Present
CFA Institute June 2014 - July 2014
CFA Institute June 2013 - July 2013
Trinity Presbyterian Church May 2013 - July 2013
Summer's Best Two Weeks July 2011 - August 2012
El Puente Mission Base June 2012 - July 2012
Classics Gymnastics January 2011 - May 2011
Skills
Public Speaking, Microsoft Office, Facebook, Event Planning, Fundraising, Leadership Development, Sales, Piano, PowerPoint, Musical Theatre, Theatre, Worship Music, Creative Writing, Stage Management, Acting, Social Networking, Music, Film Actor
Education
Cedarville University 2012 — 2016
Bachelor of Arts (B.A.), Theatre Performance, Senior
The Covenant School 2008 — 2012
Academic Honors, Judicial Council, Leadership Council, NMSQT Semifinalist, College Prep.
Homeschool 1994 — 2007
Grady Rolando Grady Rolando's CFA Institute Experience September 2014 - February 2015
Job Summer Financial Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2015 - August 2015
KPMG US January 2015 - April 2015
CFA Institute September 2014 - February 2015
Bethel University September 2013 - December 2014
Bethel University October 2012 - December 2014
Christopher & Banks June 2014 - August 2014
AccountAbility Minnesota February 2013 - April 2013
East Ridge High School June 2011 - August 2011
Education
Bethel University 2011 — 2016
Bachelor's Degree
Wells Fargo May 2015 - August 2015
KPMG US January 2015 - April 2015
CFA Institute September 2014 - February 2015
Bethel University September 2013 - December 2014
Bethel University October 2012 - December 2014
Christopher & Banks June 2014 - August 2014
AccountAbility Minnesota February 2013 - April 2013
East Ridge High School June 2011 - August 2011
Education
Bethel University 2011 — 2016
Bachelor's Degree
Holly Hueston Holly Hueston's CFA Institute Experience September 2002 - June 2005
Job Director of Finance and Administration at Southern Environmental Law Center
Industry Legal Services
Experience
Southern Environmental Law Center July 2005 - Present
Albemarle County Service Authority 2012 - 2015
CFA Institute September 2002 - June 2005
CFA Institute November 1999 - August 2002
University of Virginia January 1998 - November 1999
University of Virginia May 1997 - January 1998
SNL Financial August 1996 - May 1997
William McDonough + Partners October 1994 - August 1996
Benson Hlavaty Paret Architects February 1993 - July 1994
HKS May 1990 - February 1993
Skills
Excel, Non-profits, Budgeting, Analysis, Microsoft Office, PowerPoint, Financial Analysis, Policy, Financial Modeling, Planning, Financial Reporting, Financial Planning, Forecasting, Administration, Business Planning, Banking, Business Analysis, Compliance, Outlook, Finance, Accounting, Management, Strategic Planning, Data Analysis, Investments, Nonprofits, Budgets
Education
James Madison University - College of Business 1999 — 2004
Masters, Business Administration
Southern Methodist University 1985 — 1988
Bachelor of Arts, History
Austin College 1984 — 1985
Lake Highlands High School 1981 — 1984
Southern Environmental Law Center July 2005 - Present
Albemarle County Service Authority 2012 - 2015
CFA Institute September 2002 - June 2005
CFA Institute November 1999 - August 2002
University of Virginia January 1998 - November 1999
University of Virginia May 1997 - January 1998
SNL Financial August 1996 - May 1997
William McDonough + Partners October 1994 - August 1996
Benson Hlavaty Paret Architects February 1993 - July 1994
HKS May 1990 - February 1993
Skills
Excel, Non-profits, Budgeting, Analysis, Microsoft Office, PowerPoint, Financial Analysis, Policy, Financial Modeling, Planning, Financial Reporting, Financial Planning, Forecasting, Administration, Business Planning, Banking, Business Analysis, Compliance, Outlook, Finance, Accounting, Management, Strategic Planning, Data Analysis, Investments, Nonprofits, Budgets
Education
James Madison University - College of Business 1999 — 2004
Masters, Business Administration
Southern Methodist University 1985 — 1988
Bachelor of Arts, History
Austin College 1984 — 1985
Lake Highlands High School 1981 — 1984
Amber Waite Amber Waite's CFA Institute Experience May 2013 - August 2013
Job Client Relationship Specialist at Vanguard
Industry Investment Management
Experience
Vanguard August 2015 - Present
BYU-Idaho April 2015 - July 2015
RenewableTech Ventures January 2015 - July 2015
BYU-Idaho December 2014 - March 2015
RenewableTech Ventures September 2014 - December 2014
BYU-Idaho May 2014 - August 2014
BYU-Idaho April 2014 - August 2014
BYU-Idaho Scroll Newspaper September 2013 - April 2014
CFA Institute May 2013 - August 2013
Skills
Learning Quickly, Critical Thinking, Highly detail oriented, Analytical Skills, Microsoft Office, Resume Writing, Sales, Social Media, Website Building, Mathematics, Recruiting, Account Management, Adobe Acrobat, Communication, Temp-to-perm, Direct-hire, Search Assignments, Economics, Econometrics, Economic Modeling, Macroeconomics, Microeconomics, Accounting, Accounting for Small...
Education
BYU-Idaho 2013 — 2015
Bachelor of Science (B.S.), Financial Economics, 3.872 GPA
Vanguard August 2015 - Present
BYU-Idaho April 2015 - July 2015
RenewableTech Ventures January 2015 - July 2015
BYU-Idaho December 2014 - March 2015
RenewableTech Ventures September 2014 - December 2014
BYU-Idaho May 2014 - August 2014
BYU-Idaho April 2014 - August 2014
BYU-Idaho Scroll Newspaper September 2013 - April 2014
CFA Institute May 2013 - August 2013
Skills
Learning Quickly, Critical Thinking, Highly detail oriented, Analytical Skills, Microsoft Office, Resume Writing, Sales, Social Media, Website Building, Mathematics, Recruiting, Account Management, Adobe Acrobat, Communication, Temp-to-perm, Direct-hire, Search Assignments, Economics, Econometrics, Economic Modeling, Macroeconomics, Microeconomics, Accounting, Accounting for Small...
Education
BYU-Idaho 2013 — 2015
Bachelor of Science (B.S.), Financial Economics, 3.872 GPA
Jeannie Collins-Ardern, ICD.D, CFA, FRM, MA Jeannie Collins-Ardern, ICD.D, CFA, FRM, MA's CFA Institute Experience July 2010 - June 2012
Job Independent Board Director at CNIB
Industry Financial Services
Experience
Institute of Corporate Directors August 2015 - Present
Canadian Internet Registration Authority April 2015 - Present
CNIB June 2013 - Present
Mississauga-Halton LHIN December 2012 - Present
Links2Care February 2005 - Present
CFA Institute July 2010 - June 2012
MFC Global Investment Management April 1997 - July 2010
BMO Nesbitt Burns October 1995 - April 1997
Bank of Canada June 1985 - October 1995
Crown Life Insurance February 1979 - May 1985
Skills
Risk Management, Governance, Corporate Governance, Strategic Financial..., Strategic Planning, Capital Markets, Financial Markets, Financial Institutions, Investment Strategies, Asset Managment, Portfolio Management, Fixed Income, Trading, Securities, Financial Analysis, Change Management, Financial Modeling, Coaching, Business Ethics, Economics, Investments, Problem Solving, Mentoring, Risk Assessment, Training, Project Management, Financial Risk, Derivatives, Bloomberg, Equities, Equity Valuation, Investment Advisory, Financial Risk..., Project Planning, Collateral Management, Macroeconomics, Wealth Management, Hedge Funds, Alternative Investments, Testing, Liquidity Management, Best Execution, Supervising, Compliance, Money Market, Economic Modeling, International Economics, Financial Statement..., Global Tactical Asset..., Financial Economics
Education
University of Toronto - Rotman School of Management 2014 — 2015
Directors Education Program
University of Toronto - Rotman School of Management 2012 — 2012
Governance Essentials for Directors of Not-For-Private Organizations
University of Toronto 1983 — 1984
M.A., Economics - Monetary Theory & Finance
Brock University 1973 — 1977
honours B.A., Economics, Math
Institute of Corporate Directors August 2015 - Present
Canadian Internet Registration Authority April 2015 - Present
CNIB June 2013 - Present
Mississauga-Halton LHIN December 2012 - Present
Links2Care February 2005 - Present
CFA Institute July 2010 - June 2012
MFC Global Investment Management April 1997 - July 2010
BMO Nesbitt Burns October 1995 - April 1997
Bank of Canada June 1985 - October 1995
Crown Life Insurance February 1979 - May 1985
Skills
Risk Management, Governance, Corporate Governance, Strategic Financial..., Strategic Planning, Capital Markets, Financial Markets, Financial Institutions, Investment Strategies, Asset Managment, Portfolio Management, Fixed Income, Trading, Securities, Financial Analysis, Change Management, Financial Modeling, Coaching, Business Ethics, Economics, Investments, Problem Solving, Mentoring, Risk Assessment, Training, Project Management, Financial Risk, Derivatives, Bloomberg, Equities, Equity Valuation, Investment Advisory, Financial Risk..., Project Planning, Collateral Management, Macroeconomics, Wealth Management, Hedge Funds, Alternative Investments, Testing, Liquidity Management, Best Execution, Supervising, Compliance, Money Market, Economic Modeling, International Economics, Financial Statement..., Global Tactical Asset..., Financial Economics
Education
University of Toronto - Rotman School of Management 2014 — 2015
Directors Education Program
University of Toronto - Rotman School of Management 2012 — 2012
Governance Essentials for Directors of Not-For-Private Organizations
University of Toronto 1983 — 1984
M.A., Economics - Monetary Theory & Finance
Brock University 1973 — 1977
honours B.A., Economics, Math
Devin Cattelan Devin Cattelan's CFA Institute Experience January 2013 - March 2013
Job Associate Investment Advisor at HollisWealth
Industry Financial Services
Experience
HollisWealth, Global Wealth Management, Scotiabank April 2015 - Present
HollisWealth, Global Wealth Management, Scotiabank July 2014 - April 2015
Bishop's University - SEED Portfolio September 2011 - April 2013
CFA Institute January 2013 - March 2013
VERICO TVH Mortgages April 2012 - August 2012
Skills
Research, Analysis, Teamwork, Leadership, Economics, Financial Analysis, Customer Service, Time Management, Data Analysis, Critical Thinking, PowerPoint, Microsoft Office, Business Analysis, Social Media, Management, Team Leadership, Portfolio Management, Excel, Word, Analytical Skills, Java, Maple, Microsoft CRM, Microsoft Excel
Education
Bishop's University 2010 — 2014
Bachelor of Science (BSc), Honours Math, Minor Business
St. Michael's College School 2002 — 2010
OSSD
CFA Institute
Level III Candidate in the CFA Program
HollisWealth, Global Wealth Management, Scotiabank April 2015 - Present
HollisWealth, Global Wealth Management, Scotiabank July 2014 - April 2015
Bishop's University - SEED Portfolio September 2011 - April 2013
CFA Institute January 2013 - March 2013
VERICO TVH Mortgages April 2012 - August 2012
Skills
Research, Analysis, Teamwork, Leadership, Economics, Financial Analysis, Customer Service, Time Management, Data Analysis, Critical Thinking, PowerPoint, Microsoft Office, Business Analysis, Social Media, Management, Team Leadership, Portfolio Management, Excel, Word, Analytical Skills, Java, Maple, Microsoft CRM, Microsoft Excel
Education
Bishop's University 2010 — 2014
Bachelor of Science (BSc), Honours Math, Minor Business
St. Michael's College School 2002 — 2010
OSSD
CFA Institute
Level III Candidate in the CFA Program
Serena Cha Serena Cha's CFA Institute Experience December 2013 - June 2015
Job Computer Science Graduate. Actively Seeking Full Time Opportunities.
Industry Computer Software
Experience
CFA Institute December 2013 - June 2015
Gap Inc./ Banana Republic July 2013 - May 2014
Skills
Java, SQL, Software Prototyping, Microsoft Office, Apache, C++, Customer Service, Microsoft Excel, HTML, Leadership, Python, Tomcat, NetBeans, Eclipse, Xcode, CSS, CodeBlocks, MySQL, Relational Databases, Software Engineering..., Object-oriented..., JavaScriptMVC, Team-Oriented, Windows, Mac OS, Minitab, Management, Databases, Microsoft Word
Education
California State University-East Bay 2013 — 2015
Bachelor’s Degree, Computer Science
California State University San Marcos 2010 — 2012
Computer Science
CFA Institute December 2013 - June 2015
Gap Inc./ Banana Republic July 2013 - May 2014
Skills
Java, SQL, Software Prototyping, Microsoft Office, Apache, C++, Customer Service, Microsoft Excel, HTML, Leadership, Python, Tomcat, NetBeans, Eclipse, Xcode, CSS, CodeBlocks, MySQL, Relational Databases, Software Engineering..., Object-oriented..., JavaScriptMVC, Team-Oriented, Windows, Mac OS, Minitab, Management, Databases, Microsoft Word
Education
California State University-East Bay 2013 — 2015
Bachelor’s Degree, Computer Science
California State University San Marcos 2010 — 2012
Computer Science
Kevin Monheim Kevin Monheim's CFA Institute Experience September 2014 - April 2015
Job Equity Research at Manning & Napier
Industry Financial Services
Experience
Manning & Napier June 2015 - Present
Golden Griffin Fund LLC August 2014 - June 2015
HSBC March 2015 - May 2015
CFA Institute September 2014 - April 2015
Kei Advisors LLC September 2014 - February 2015
M&T Bank June 2013 - September 2014
Follett Higher Education Group June 2010 - July 2013
Canisius College Library June 2011 - May 2012
Lancaster Depew Federal Credit Union July 2010 - November 2010
Education
Canisius College 2011 — 2015
Bachelor of Science (B.S.), Economics and Finance
Manning & Napier June 2015 - Present
Golden Griffin Fund LLC August 2014 - June 2015
HSBC March 2015 - May 2015
CFA Institute September 2014 - April 2015
Kei Advisors LLC September 2014 - February 2015
M&T Bank June 2013 - September 2014
Follett Higher Education Group June 2010 - July 2013
Canisius College Library June 2011 - May 2012
Lancaster Depew Federal Credit Union July 2010 - November 2010
Education
Canisius College 2011 — 2015
Bachelor of Science (B.S.), Economics and Finance
Ryan Zimmer's CFA Institute Experience September 2014 - April 2015
Job Financial Analyst Wells Fargo, CFA Research Challenge Global Champion, CFA Level 1 Candidate
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
CFA Institute September 2014 - April 2015
Wells Fargo Commercial Banking May 2014 - August 2014
Hylan Asset Management May 2013 - May 2014
Tops Markets August 2009 - March 2013
The Buffalo Club May 2010 - August 2010
Skills
Microsoft Word, PowerPoint, Time Management, Microsoft Excel, Analytical Skills, Microsoft Office, Leadership, Highly detail oriented, Financial Analysis, Public Speaking, Finance, Economics, Entrepreneurial, Data Analysis, Communication, Customer Service, Organization, Project Management, Strategic Planning, Equity Valuation, Equity Research, Distressed Debt, Financial Modeling, Social Media
Education
Canisius College 2011 — 2015
Finance and Economics
Wells Fargo June 2015 - Present
CFA Institute September 2014 - April 2015
Wells Fargo Commercial Banking May 2014 - August 2014
Hylan Asset Management May 2013 - May 2014
Tops Markets August 2009 - March 2013
The Buffalo Club May 2010 - August 2010
Skills
Microsoft Word, PowerPoint, Time Management, Microsoft Excel, Analytical Skills, Microsoft Office, Leadership, Highly detail oriented, Financial Analysis, Public Speaking, Finance, Economics, Entrepreneurial, Data Analysis, Communication, Customer Service, Organization, Project Management, Strategic Planning, Equity Valuation, Equity Research, Distressed Debt, Financial Modeling, Social Media
Education
Canisius College 2011 — 2015
Finance and Economics
Manzurul K Rana Manzurul K Rana's CFA Institute Experience October 2014 - February 2015
Job Senior Analyst at Accenture
Industry Hospital & Health Care
Experience
Accenture February 2015 - Present
CFA Institute October 2014 - February 2015
Availity May 2014 - September 2014
McKesson February 2014 - May 2014
Availity July 2013 - February 2014
Minerva Health Manager August 2011 - June 2013
Direct Brands, Inc. February 2009 - July 2011
Skills
Quality Center, Atlassian JIRA, Regression Testing, Manual Testing, SDLC, STLC, EDI, Test Cases, Test Planning, QTP, Healthcare, Test Automation..., Microsoft Office, User Acceptance Testing, Quality Assurance, Testing, Software Documentation, JIRA, HP Quality Center, SQL, Scrum, Databases, HP QTP
Education
City University of New York City College 2009 — 2013
Bachelor's Degree, English/Business Administration and Management
Borough of Manhattan Community College 2007 — 2009
Associate's Degree, Business Administration and Management
Accenture February 2015 - Present
CFA Institute October 2014 - February 2015
Availity May 2014 - September 2014
McKesson February 2014 - May 2014
Availity July 2013 - February 2014
Minerva Health Manager August 2011 - June 2013
Direct Brands, Inc. February 2009 - July 2011
Skills
Quality Center, Atlassian JIRA, Regression Testing, Manual Testing, SDLC, STLC, EDI, Test Cases, Test Planning, QTP, Healthcare, Test Automation..., Microsoft Office, User Acceptance Testing, Quality Assurance, Testing, Software Documentation, JIRA, HP Quality Center, SQL, Scrum, Databases, HP QTP
Education
City University of New York City College 2009 — 2013
Bachelor's Degree, English/Business Administration and Management
Borough of Manhattan Community College 2007 — 2009
Associate's Degree, Business Administration and Management
Arpit Sogani Arpit Sogani's CFA Institute Experience December 2014 - Present
Job MBA Candidate 2017 at SMU Cox School of business
Industry Higher Education
Experience
SMU Cox School of Business August 2015 - Present
CFA Institute December 2014 - Present
Samsung Electronics February 2015 - July 2015
Samsung Electronics June 2011 - February 2015
Skills
Embedded Systems, Microsoft Office, C++, C, Programming, Java
Education
Southern Methodist University - Cox School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Birla Institute of Technology 2007 — 2011
Bachelor’s Degree, Bachelor of Eningeering in Computer Science
SMU Cox School of Business August 2015 - Present
CFA Institute December 2014 - Present
Samsung Electronics February 2015 - July 2015
Samsung Electronics June 2011 - February 2015
Skills
Embedded Systems, Microsoft Office, C++, C, Programming, Java
Education
Southern Methodist University - Cox School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Birla Institute of Technology 2007 — 2011
Bachelor’s Degree, Bachelor of Eningeering in Computer Science
Gino Tarabotto's CFA Institute Experience October 2013 - February 2014
Job Financial Data Analyst at Moody's Investors Service. CFA Level 1 Candidate
Industry Financial Services
Experience
Moody's Investors Service August 2015 - Present
NYC Louis Stokes Alliance for Minority Participation (NYCLSAMP) January 2015 - June 2015
Lyneer Search Group August 2014 - October 2014
CFA Institute October 2013 - February 2014
Credit Suisse May 2013 - June 2013
Rutgers University April 2013 - April 2013
CPM GROUP – COMMODITIES RESEARCH, ASSET MANAGEMENT May 2012 - November 2012
T3 Trading Group, LLC. SMB Capital January 2011 - July 2011
Skills
Economics, Bloomberg Terminal, Valuation, Commodity Markets, Analysis, Market Research, Equities, Microsoft Excel, Foreign Currency..., Financial Analysis, Financial Modeling, JavaScript, XHTML, CSS, Guitar, Read Music, Economic Research, Econometrics, Macroeconomics, Value Investing, International Relations
Education
Baruch College, City University of New York (CUNY) 2012 — 2015
B.A., Economics and Political Science (double major), 3.3/4.0
LaGuardia Community College, City University of New York (CUNY) 2010 — 2012
A.A., Liberal Arts/Social Science, 3.3/4.0
Moody's Investors Service August 2015 - Present
NYC Louis Stokes Alliance for Minority Participation (NYCLSAMP) January 2015 - June 2015
Lyneer Search Group August 2014 - October 2014
CFA Institute October 2013 - February 2014
Credit Suisse May 2013 - June 2013
Rutgers University April 2013 - April 2013
CPM GROUP – COMMODITIES RESEARCH, ASSET MANAGEMENT May 2012 - November 2012
T3 Trading Group, LLC. SMB Capital January 2011 - July 2011
Skills
Economics, Bloomberg Terminal, Valuation, Commodity Markets, Analysis, Market Research, Equities, Microsoft Excel, Foreign Currency..., Financial Analysis, Financial Modeling, JavaScript, XHTML, CSS, Guitar, Read Music, Economic Research, Econometrics, Macroeconomics, Value Investing, International Relations
Education
Baruch College, City University of New York (CUNY) 2012 — 2015
B.A., Economics and Political Science (double major), 3.3/4.0
LaGuardia Community College, City University of New York (CUNY) 2010 — 2012
A.A., Liberal Arts/Social Science, 3.3/4.0
King Chun Hung King Chun Hung's CFA Institute Experience December 2013 - February 2014
Job Financial Analyst
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2014 - Present
Global Financial Advisors September 2012 - December 2014
CFA Institute December 2013 - February 2014
Alta Capital Management June 2013 - August 2013
Beneficial Financial Group September 2012 - May 2013
Yves Rocher May 2009 - May 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Bloomberg Terminal, Microsoft Word, Data Analysis, Microsoft Office, Research, Public Speaking, Access, Finance, Valuation, Economics, Bloomberg, Equity Research, Corporate Finance, Portfolio Management, Capital Markets, Investments, Equities, DCF, Analysis, Strategy, Fixed Income
Education
Brigham Young University
B.S, Business Management, Finance
Harvard University
Bank of America Merrill Lynch September 2014 - Present
Global Financial Advisors September 2012 - December 2014
CFA Institute December 2013 - February 2014
Alta Capital Management June 2013 - August 2013
Beneficial Financial Group September 2012 - May 2013
Yves Rocher May 2009 - May 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Bloomberg Terminal, Microsoft Word, Data Analysis, Microsoft Office, Research, Public Speaking, Access, Finance, Valuation, Economics, Bloomberg, Equity Research, Corporate Finance, Portfolio Management, Capital Markets, Investments, Equities, DCF, Analysis, Strategy, Fixed Income
Education
Brigham Young University
B.S, Business Management, Finance
Harvard University
Regina Rose-Douglas Regina Rose-Douglas's CFA Institute Experience 2010 - 2014
Job CSR at USP
Industry Mining & Metals
Experience
USP 2014 - Present
CFA Institute 2010 - 2014
Sweet Briar College September 2002 - November 2009
Skills
Microsoft Office, PowerPoint
Education
Averett University
Business Administration and Management, General
USP 2014 - Present
CFA Institute 2010 - 2014
Sweet Briar College September 2002 - November 2009
Skills
Microsoft Office, PowerPoint
Education
Averett University
Business Administration and Management, General
Ron Rimkus Ron Rimkus's CFA Institute Experience June 2011 - Present
Job Director, Economics & Alternative Investments at CFA Institute
Industry Investment Management
Experience
CFA Institute June 2011 - Present
Chaos Management, LLC December 2006 - Present
BB&T 2006 - February 2010
Mesirow Financial 2000 - 2006
Skills
Investments, Alternative Investments, Economics, Valuation, Portfolio Management, Equities, Financial Modeling, Asset Managment, Asset Allocation, Asset Management, Capital Markets, Corporate Finance, Due Diligence, Equity Research, Finance, Fixed Income, Hedge Funds, Investment Banking, Investment Management, Investment Strategies, Mergers, Mutual Funds, Private Equity, Venture Capital, Trading, Strategic Financial...
Education
UCLA Anderson School of Management 1996 — 1998
MBA, Finance
Brown University 1988 — 1992
ba, Economics
CFA Institute June 2011 - Present
Chaos Management, LLC December 2006 - Present
BB&T 2006 - February 2010
Mesirow Financial 2000 - 2006
Skills
Investments, Alternative Investments, Economics, Valuation, Portfolio Management, Equities, Financial Modeling, Asset Managment, Asset Allocation, Asset Management, Capital Markets, Corporate Finance, Due Diligence, Equity Research, Finance, Fixed Income, Hedge Funds, Investment Banking, Investment Management, Investment Strategies, Mergers, Mutual Funds, Private Equity, Venture Capital, Trading, Strategic Financial...
Education
UCLA Anderson School of Management 1996 — 1998
MBA, Finance
Brown University 1988 — 1992
ba, Economics
Jerald E. Pinto, CFA Jerald E. Pinto, CFA's CFA Institute Experience January 2002 - Present
Job Director, Curriculum Projects at CFA Institute
Industry Financial Services
Experience
CFA Institute January 2002 - Present
Skills
Finance, Equities, Investments, Valuation, Portfolio Management, Asset Allocation, Statistics
Education
New York University - Leonard N. Stern School of Business
City University of New York-Baruch College
Laurentian University/Université Laurentienne
Cornell University
CFA Institute January 2002 - Present
Skills
Finance, Equities, Investments, Valuation, Portfolio Management, Asset Allocation, Statistics
Education
New York University - Leonard N. Stern School of Business
City University of New York-Baruch College
Laurentian University/Université Laurentienne
Cornell University
Rima Nana Rima Nana's CFA Institute Experience September 2011 - September 2012
Job A étudié à : Université du 8 mai 1945 Guelma
Industry Higher Education
Experience
ECOLE October 2012 - Present
CFA Institute September 2011 - September 2012
Education
Université du 8 mai 1945 Guelma 2006 — 2012
ECOLE October 2012 - Present
CFA Institute September 2011 - September 2012
Education
Université du 8 mai 1945 Guelma 2006 — 2012
Marjorie Buck Marjorie Buck's CFA Institute Experience 2001 - 2014
Job Language Arts Teacher
Industry Education Management
Experience
CFA Institute 2001 - 2014
ESLI Institute 1998 - 2001
International Festival 1995 - 1998
Skills
Project management..., Expertise in English As..., Forward thinking and..., Business Analysis, Leadership, Nonprofits, Public Speaking, Strategic Planning, Event Planning, Marketing, Marketing Communications
Education
Mary Baldwin College 2014 — 2015
Teacher Certification, Teachers Certification
Antioch University
Intercultural Communications Certificate
University of Virginia
Professional Studies
Western Kentucky University
Master's Degree, English, ESL B.A Mass Communications/Psychology
CFA Institute 2001 - 2014
ESLI Institute 1998 - 2001
International Festival 1995 - 1998
Skills
Project management..., Expertise in English As..., Forward thinking and..., Business Analysis, Leadership, Nonprofits, Public Speaking, Strategic Planning, Event Planning, Marketing, Marketing Communications
Education
Mary Baldwin College 2014 — 2015
Teacher Certification, Teachers Certification
Antioch University
Intercultural Communications Certificate
University of Virginia
Professional Studies
Western Kentucky University
Master's Degree, English, ESL B.A Mass Communications/Psychology
Amanda Estes, MBA's CFA Institute Experience September 2012 - Present
Job Application Administrator at CFA Institute
Industry Information Technology and Services
Experience
CFA Institute September 2012 - Present
CFA Institute May 2007 - September 2012
CFA Institute January 2007 - May 2007
CFA Institute October 2004 - January 2007
Skills
EAI, EIM, Oracle Enterprise..., Siebel 7.x, Siebel 8.x, Requirements Analysis, SDLC, Microsoft SQL Server, BizTalk, Software Documentation, Business Process, Agile Methodologies, Testing, Integration, Siebel, XML, Leadership, Business Analysis
Education
Averett University 2007 — 2009
Master, Business Administration
James Madison University 2000 — 2004
Bachelor of Arts, Technical and Scientific Communication
CFA Institute September 2012 - Present
CFA Institute May 2007 - September 2012
CFA Institute January 2007 - May 2007
CFA Institute October 2004 - January 2007
Skills
EAI, EIM, Oracle Enterprise..., Siebel 7.x, Siebel 8.x, Requirements Analysis, SDLC, Microsoft SQL Server, BizTalk, Software Documentation, Business Process, Agile Methodologies, Testing, Integration, Siebel, XML, Leadership, Business Analysis
Education
Averett University 2007 — 2009
Master, Business Administration
James Madison University 2000 — 2004
Bachelor of Arts, Technical and Scientific Communication
Nagaseshu Karla Nagaseshu Karla's CFA Institute Experience June 2010 - March 2011
Job Co Founder at Info Keys Inc
Industry Information Technology and Services
Experience
National Government Services May 2013 - Present
Info Keys Inc March 2007 - Present
eVerge Group June 2011 - June 2013
CFA Institute June 2010 - March 2011
Southwest Airlines / Loyalty Methods , Inc February 2009 - June 2010
Charles Schwab July 2008 - February 2009
Alltel March 2005 - July 2008
COUNTRY Financial August 2004 - April 2005
GE Infrastructure June 2001 - August 2004
Ebase April 1999 - June 2001
Skills
Siebel6.x/7.x/8.x, Web Services, EAI, EIM, UCM, Data Quality, Order Management, XSD, XSLT, EBC, J2EE, .NET, Performance Tu, Siebel Loyalty, Field Service, Performance Tuning, Siebel, Java Enterprise Edition
Education
Andhra University 1996 — 1999
Masters, Computer Applications
Nagarjuna University 1993 — 1996
National Government Services May 2013 - Present
Info Keys Inc March 2007 - Present
eVerge Group June 2011 - June 2013
CFA Institute June 2010 - March 2011
Southwest Airlines / Loyalty Methods , Inc February 2009 - June 2010
Charles Schwab July 2008 - February 2009
Alltel March 2005 - July 2008
COUNTRY Financial August 2004 - April 2005
GE Infrastructure June 2001 - August 2004
Ebase April 1999 - June 2001
Skills
Siebel6.x/7.x/8.x, Web Services, EAI, EIM, UCM, Data Quality, Order Management, XSD, XSLT, EBC, J2EE, .NET, Performance Tu, Siebel Loyalty, Field Service, Performance Tuning, Siebel, Java Enterprise Edition
Education
Andhra University 1996 — 1999
Masters, Computer Applications
Nagarjuna University 1993 — 1996
Lisa Schuetz, MBA Lisa Schuetz, MBA's CFA Institute Experience October 2014 - Present
Job Manager, Integrated Marketing at CFA Institute
Industry Market Research
Experience
CFA Institute October 2014 - Present
CFA Institute January 2011 - October 2014
CFA Institute September 2008 - January 2011
Skills
Marketing, Marketing Communications, Marketing Strategy, Marketing Management, Integrated Marketing, Market Research, Qualitative Research, Quantitative Research, Research Design, Marketing Research, Project Management, Project Coordination, Financial Statements, Nonprofits, Global Strategy, Management, Team Management, Marketing Automation, Analytics
Education
James Madison University 2003 — 2007
Bachelors, Marketing
Averett University 2009 — 2011
MBA, Marketing
CFA Institute October 2014 - Present
CFA Institute January 2011 - October 2014
CFA Institute September 2008 - January 2011
Skills
Marketing, Marketing Communications, Marketing Strategy, Marketing Management, Integrated Marketing, Market Research, Qualitative Research, Quantitative Research, Research Design, Marketing Research, Project Management, Project Coordination, Financial Statements, Nonprofits, Global Strategy, Management, Team Management, Marketing Automation, Analytics
Education
James Madison University 2003 — 2007
Bachelors, Marketing
Averett University 2009 — 2011
MBA, Marketing
Sekou Edwards Sekou Edwards's CFA Institute Experience June 2005 - June 2007
Job IT Assistant at BMCC
Industry Information Technology and Services
Experience
BMCC November 2013 - Present
Research Foundation of CUNY July 2013 - October 2013
Research Foundation of CUNY May 2012 - August 2013
BMCC February 2007 - April 2012
CFA Institute June 2005 - June 2007
BMCC October 2006 - February 2007
Skills
Microsoft System Center..., Microsoft System Center..., Microsoft Lync Server..., Bomgar, PaperCut, Windows System..., Casper, Printers, Troubleshooting, Windows Server 2012, Technical Support, Active Directory, Hardware, Networking, Software Installation, Operating Systems, Microsoft Office, Microsoft Word, Computer Repair, Windows XP, Microsoft Excel, Higher Education, OS X, Windows 7, Leadership, System Administration, Computer Hardware, Security, Help Desk Support, Data Entry, PowerPoint, Teaching, Outlook, Group Policy, Windows Server, Purchase Requisitions, Purchase Orders, Mac OS X Server, Administration, Information Technology, Laptops, Windows, Teamwork, VMware, Mac, Hardware Support, Servers, Computer Maintenance, ITIL v3 Foundation, Personnel Management
Education
Borough of Manhattan Community College 2007 — 2008
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
CUNY New York City College of Technology
Bachelor's degree, Computer Technology/Computer Systems Technology
BMCC November 2013 - Present
Research Foundation of CUNY July 2013 - October 2013
Research Foundation of CUNY May 2012 - August 2013
BMCC February 2007 - April 2012
CFA Institute June 2005 - June 2007
BMCC October 2006 - February 2007
Skills
Microsoft System Center..., Microsoft System Center..., Microsoft Lync Server..., Bomgar, PaperCut, Windows System..., Casper, Printers, Troubleshooting, Windows Server 2012, Technical Support, Active Directory, Hardware, Networking, Software Installation, Operating Systems, Microsoft Office, Microsoft Word, Computer Repair, Windows XP, Microsoft Excel, Higher Education, OS X, Windows 7, Leadership, System Administration, Computer Hardware, Security, Help Desk Support, Data Entry, PowerPoint, Teaching, Outlook, Group Policy, Windows Server, Purchase Requisitions, Purchase Orders, Mac OS X Server, Administration, Information Technology, Laptops, Windows, Teamwork, VMware, Mac, Hardware Support, Servers, Computer Maintenance, ITIL v3 Foundation, Personnel Management
Education
Borough of Manhattan Community College 2007 — 2008
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
CUNY New York City College of Technology
Bachelor's degree, Computer Technology/Computer Systems Technology
Rachel Harper Rachel Harper's CFA Institute Experience April 2012 - Present
Job Content Management and Strategy
Industry Online Media
Experience
CFA Institute April 2012 - Present
SHINE Systems and Technologies March 2011 - May 2012
James Madison University August 2010 - May 2012
Freelance Writing, Editing and Graphic Design September 2006 - May 2012
Skills
Technical Writing, Editing, Content Management, InDesign, Research, Web Design, SharePoint, Social Media, Graphic Design, CSS, Writing, CMS, User Experience, Technical Editing, Photoshop, Software Documentation, Adobe Acrobat, Management, Layout, Accreditation, Audience Analysis, Creative Branding, Technical Documentation, XHTML, Documentation, Illustrator, Information Architecture, Photo Editing, Content Strategy, Content Modeling
Education
James Madison University 2010 — 2012
Master of Arts, Writing, Rhetoric and Technical Communication
Bridgewater College 2005 — 2009
Bachelor of Arts, English, Digital Media
Northeastern High
CFA Institute April 2012 - Present
SHINE Systems and Technologies March 2011 - May 2012
James Madison University August 2010 - May 2012
Freelance Writing, Editing and Graphic Design September 2006 - May 2012
Skills
Technical Writing, Editing, Content Management, InDesign, Research, Web Design, SharePoint, Social Media, Graphic Design, CSS, Writing, CMS, User Experience, Technical Editing, Photoshop, Software Documentation, Adobe Acrobat, Management, Layout, Accreditation, Audience Analysis, Creative Branding, Technical Documentation, XHTML, Documentation, Illustrator, Information Architecture, Photo Editing, Content Strategy, Content Modeling
Education
James Madison University 2010 — 2012
Master of Arts, Writing, Rhetoric and Technical Communication
Bridgewater College 2005 — 2009
Bachelor of Arts, English, Digital Media
Northeastern High
Lisa Sharp Lisa Sharp's CFA Institute Experience January 2015 - Present
Job Corporate Counsel
Industry Law Practice
Experience
CFA Institute January 2015 - Present
McGuireWoods July 2007 - January 2015
United States Court of Appeals for the Fourth Circuit August 2005 - May 2007
Childress, Gould & Russell April 2005 - July 2005
Hodgson Russ LLP May 2002 - August 2002
Skills
Litigation, Motions, Depositions, Trials, Class Actions, Appeals, Commercial Litigation, Courts, Toxic Tort, Dispute Resolution, Legal Advice, Torts, Product Liability, Personal Injury, Legal Research, Criminal Law, Civil Litigation
Education
University at Buffalo 2000 — 2004
Juris Doctor, Civil Litigation, International Law
Central European University 1998 — 1999
Master of Arts, International Relations/European Studies
Binghamton University 1992 — 1996
Bachelor of Arts, Political Science
Lewiston-Porter 1989 — 1992
CFA Institute January 2015 - Present
McGuireWoods July 2007 - January 2015
United States Court of Appeals for the Fourth Circuit August 2005 - May 2007
Childress, Gould & Russell April 2005 - July 2005
Hodgson Russ LLP May 2002 - August 2002
Skills
Litigation, Motions, Depositions, Trials, Class Actions, Appeals, Commercial Litigation, Courts, Toxic Tort, Dispute Resolution, Legal Advice, Torts, Product Liability, Personal Injury, Legal Research, Criminal Law, Civil Litigation
Education
University at Buffalo 2000 — 2004
Juris Doctor, Civil Litigation, International Law
Central European University 1998 — 1999
Master of Arts, International Relations/European Studies
Binghamton University 1992 — 1996
Bachelor of Arts, Political Science
Lewiston-Porter 1989 — 1992
Delia Wilson Lunsford Delia Wilson Lunsford's CFA Institute Experience October 2008 - March 2009
Job Founder & CEO at WizTech, Inc of Virginia
Industry Internet
Experience
WizTech, Inc of Virginia August 2012 - Present
Delia Wilson Design, LLC January 1992 - December 2012
CFA Institute October 2008 - March 2009
AKF Itto Martial Arts 1994 - 2008
Skills
Social Media, Management, CSS, CMS, Editing, Newsletters, Copywriting, PHP, MySQL, E-commerce, Zen Cart, Training, SEO, ZenCart, Adobe Creative Suite, Web Design, User Experience, Social Media Marketing, WordPress, InDesign, Website Development, XHTML, Graphic Design, Joomla, Web Content, Flash, Drupal, Email Marketing
Education
The University of Georgia 1980 — 1981
Bachelor of Arts (B.A.), English
University of Maryland Baltimore 1979 — 1980
Counseling & Personnnel Services
Valdosta State University 1970 — 1972
BA, English, minor languages
Agnes Scott College 1969 — 1970
WizTech, Inc of Virginia August 2012 - Present
Delia Wilson Design, LLC January 1992 - December 2012
CFA Institute October 2008 - March 2009
AKF Itto Martial Arts 1994 - 2008
Skills
Social Media, Management, CSS, CMS, Editing, Newsletters, Copywriting, PHP, MySQL, E-commerce, Zen Cart, Training, SEO, ZenCart, Adobe Creative Suite, Web Design, User Experience, Social Media Marketing, WordPress, InDesign, Website Development, XHTML, Graphic Design, Joomla, Web Content, Flash, Drupal, Email Marketing
Education
The University of Georgia 1980 — 1981
Bachelor of Arts (B.A.), English
University of Maryland Baltimore 1979 — 1980
Counseling & Personnnel Services
Valdosta State University 1970 — 1972
BA, English, minor languages
Agnes Scott College 1969 — 1970
Greg Seals, CFA Greg Seals, CFA's CFA Institute Experience April 2008 - November 2010
Job Portfolio Specialst at Braddock Financial
Industry Financial Services
Experience
Braddock Financial January 2013 - Present
University of Colorado at Boulder November 2011 - December 2012
CFA Institute April 2008 - November 2010
Smith Breeden Associates June 1994 - March 2008
Skills
Portfolio Management, Asset Management, Fixed Income, Credit, MBS, Asset Managment, Hedge Funds, Investments, Bloomberg, Trading, Alternative Investments, Equities, Capital Markets, Finance, Derivatives, Valuation, Financial Modeling
Education
California State University-Chico 1985 — 1991
BS, Finance
California State University-Chico
MBA
Braddock Financial January 2013 - Present
University of Colorado at Boulder November 2011 - December 2012
CFA Institute April 2008 - November 2010
Smith Breeden Associates June 1994 - March 2008
Skills
Portfolio Management, Asset Management, Fixed Income, Credit, MBS, Asset Managment, Hedge Funds, Investments, Bloomberg, Trading, Alternative Investments, Equities, Capital Markets, Finance, Derivatives, Valuation, Financial Modeling
Education
California State University-Chico 1985 — 1991
BS, Finance
California State University-Chico
MBA
Janessa Huffman's CFA Institute Experience October 2014 - February 2015
Job Accounting and Finance Student
Industry Accounting
Experience
Ashland University January 2013 - Present
Barnes Wendling CPAs, Inc. January 2015 - April 2015
CFA Institute October 2014 - February 2015
The Gorman-Rupp Company June 2014 - August 2014
Ashland University May 2014 - May 2014
Rax Roastbeef October 2011 - July 2013
Ashland University September 2012 - December 2012
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Time Management, Student Affairs, Critical Thinking, Accounting, Microsoft Office, Leadership, Teamwork, Social Media, Written Communication, Event Planning, Income Tax, ProSystem fx Tax, ProSystem fx Engagement, Financial Accounting, Financial Analysis, Higher Education, Public Speaking
Education
Ashland University 2012 — 2016
Accounting and Finance
Ashland University
Ashland University January 2013 - Present
Barnes Wendling CPAs, Inc. January 2015 - April 2015
CFA Institute October 2014 - February 2015
The Gorman-Rupp Company June 2014 - August 2014
Ashland University May 2014 - May 2014
Rax Roastbeef October 2011 - July 2013
Ashland University September 2012 - December 2012
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Time Management, Student Affairs, Critical Thinking, Accounting, Microsoft Office, Leadership, Teamwork, Social Media, Written Communication, Event Planning, Income Tax, ProSystem fx Tax, ProSystem fx Engagement, Financial Accounting, Financial Analysis, Higher Education, Public Speaking
Education
Ashland University 2012 — 2016
Accounting and Finance
Ashland University
Elizabeth Terzic Smith, CPA Elizabeth Terzic Smith, CPA's CFA Institute Experience January 2012 - Present
Job Financial Analyst/ Accountant
Industry Banking
Experience
CFA Institute January 2012 - Present
Merrill Lynch November 2009 - October 2011
The Hongkong and Shanghai Banking Corporation Limited June 2009 - November 2009
Bank of America June 2006 - September 2008
Deloitte & Touche LLP September 2004 - May 2006
Bryant University September 2003 - May 2004
Deloitte and Touche LLP June 2003 - August 2003
Skills
Financial Modeling, Internal Controls, Risk Assessment, Corporate Finance, Leadership, Sarbanes-Oxley Act, Financial Analysis, Equities, Derivatives, Valuation, Account Reconciliation, Accounting, Analysis, Auditing, Banking, Bloomberg, Commodity, Credit, Due Diligence, FX Options, Equity Derivatives, Finance, Financial Audits, Financial Reporting, Financial Risk, Financial Services, Fixed Income, Forecasting, Hedging, IFRS, Internal Audit, Investment Banking, Investments, Management, Market Risk, Middle Office, Mergers, Risk Management, Strategic Financial..., Trading, Treasury, US GAAP
Education
Bryant University 2001 — 2004
Bachelor of Science in Business Administration, Cum Laude, Accounting and Economics
Miss Porters School
Stratton Mountain School
CFA Institute January 2012 - Present
Merrill Lynch November 2009 - October 2011
The Hongkong and Shanghai Banking Corporation Limited June 2009 - November 2009
Bank of America June 2006 - September 2008
Deloitte & Touche LLP September 2004 - May 2006
Bryant University September 2003 - May 2004
Deloitte and Touche LLP June 2003 - August 2003
Skills
Financial Modeling, Internal Controls, Risk Assessment, Corporate Finance, Leadership, Sarbanes-Oxley Act, Financial Analysis, Equities, Derivatives, Valuation, Account Reconciliation, Accounting, Analysis, Auditing, Banking, Bloomberg, Commodity, Credit, Due Diligence, FX Options, Equity Derivatives, Finance, Financial Audits, Financial Reporting, Financial Risk, Financial Services, Fixed Income, Forecasting, Hedging, IFRS, Internal Audit, Investment Banking, Investments, Management, Market Risk, Middle Office, Mergers, Risk Management, Strategic Financial..., Trading, Treasury, US GAAP
Education
Bryant University 2001 — 2004
Bachelor of Science in Business Administration, Cum Laude, Accounting and Economics
Miss Porters School
Stratton Mountain School
Brian Ji, CFA's CFA Institute Experience July 2011 - Present
Job Expert in Business Planning, Strategic Finance & New Growth Opportunities | Consumer Goods, Education | U.S & China
Industry Consumer Goods
Experience
The Clorox Company May 2011 - Present
CFA Institute July 2011 - Present
The Walt Disney Company March 2006 - April 2011
The Coca-Cola Company March 2004 - March 2006
Ocean Spray Cranberries April 2000 - March 2004
CarrAmerica June 1998 - April 2000
Education
Emory University - Goizueta Business School 1996 — 1998
MBA
China Europe International Business School (CEIBS) 2007 — 2007
Executive Development Program
Shanghai University of Finance and Economics 1990 — 1995
BA
HFLS 1984 — 1990
The Clorox Company May 2011 - Present
CFA Institute July 2011 - Present
The Walt Disney Company March 2006 - April 2011
The Coca-Cola Company March 2004 - March 2006
Ocean Spray Cranberries April 2000 - March 2004
CarrAmerica June 1998 - April 2000
Education
Emory University - Goizueta Business School 1996 — 1998
MBA
China Europe International Business School (CEIBS) 2007 — 2007
Executive Development Program
Shanghai University of Finance and Economics 1990 — 1995
BA
HFLS 1984 — 1990
Chad Fisher Chad Fisher's CFA Institute Experience April 2010 - January 2015
Job Cruise Planners Franchise Owner
Industry Leisure, Travel & Tourism
Experience
CFA Institute April 2010 - January 2015
Skills
Microsoft Office, SharePoint, Visio, SQL, Analysis, Software Documentation, Business Analysis
Education
Clarion University of Pennsylvania 1989 — 2003
Communications, Communications
CFA Institute April 2010 - January 2015
Skills
Microsoft Office, SharePoint, Visio, SQL, Analysis, Software Documentation, Business Analysis
Education
Clarion University of Pennsylvania 1989 — 2003
Communications, Communications
Gregory Siegel, CFA, CPA's CFA Institute Experience March 2013 - Present
Job Director, Curriculum Development at CFA Institute
Industry Investment Management
Experience
CFA Institute March 2013 - Present
Deutsche Asset Management 2009 - December 2012
Credit Suisse 2006 - 2009
UBS Wealth Management 2004 - 2006
J&W Seligman 2000 - 2004
Fitch Ratings 1996 - 2000
Credit Lyonnais 1994 - 1996
Ernst & Young 1990 - 1992
Skills
Equity Research, Financial Statement..., Fixed Income, Equities, Portfolio Management, Investments, Due Diligence, Bloomberg, Credit Analysis, Bonds, Securities, Mutual Funds, Credit, Equity Valuation, Financial Analysis, Competitive Analysis
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Finance
Binghamton University 1987 — 1990
BS, Accounting
CFA Institute March 2013 - Present
Deutsche Asset Management 2009 - December 2012
Credit Suisse 2006 - 2009
UBS Wealth Management 2004 - 2006
J&W Seligman 2000 - 2004
Fitch Ratings 1996 - 2000
Credit Lyonnais 1994 - 1996
Ernst & Young 1990 - 1992
Skills
Equity Research, Financial Statement..., Fixed Income, Equities, Portfolio Management, Investments, Due Diligence, Bloomberg, Credit Analysis, Bonds, Securities, Mutual Funds, Credit, Equity Valuation, Financial Analysis, Competitive Analysis
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Finance
Binghamton University 1987 — 1990
BS, Accounting
Aiming Sun, Ph. D, MBA's CFA Institute Experience June 2014 - Present
Job CFA Level II Candidate at CFA Institute
Industry Pharmaceuticals
Experience
CFA Institute June 2014 - Present
Emory University February 2014 - Present
Emory Institute for Drug Discovery October 2009 - January 2014
Emory Institute for Drug Discovery October 2009 - January 2014
Emory University Molecule Library Screening Center October 2005 - September 2009
BioNumerik Pharmaceuticals February 2005 - October 2005
Skills
Organic Chemistry, Drug Discovery, Medicinal Chemistry, Organic Synthesis, Pharmaceutical Industry, Chemistry, Science, Drug Development, Data Analysis, Cancer, Leadership, Cost management, Corporate Finance, Operations Management, Business Strategy, Strategy, NMR, Cost Management, LC-MS, Biotechnology, Clinical Development, Drug Design, Purification
Education
Emory University - Goizueta Business School 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, Finance, General
Zhejiang University 1996 — 2001
Doctor of Philosophy (PhD), Organic Chemistry
Yangzhou University 1991 — 1995
Bachelor's degree, Education
Yanchen Middle School, China 1989 — 1991
High School
Zhejiang University 1996 — 2001
Doctor of Philosophy (Ph.D.), Organic Chemistry
CFA Institute June 2014 - Present
Emory University February 2014 - Present
Emory Institute for Drug Discovery October 2009 - January 2014
Emory Institute for Drug Discovery October 2009 - January 2014
Emory University Molecule Library Screening Center October 2005 - September 2009
BioNumerik Pharmaceuticals February 2005 - October 2005
Skills
Organic Chemistry, Drug Discovery, Medicinal Chemistry, Organic Synthesis, Pharmaceutical Industry, Chemistry, Science, Drug Development, Data Analysis, Cancer, Leadership, Cost management, Corporate Finance, Operations Management, Business Strategy, Strategy, NMR, Cost Management, LC-MS, Biotechnology, Clinical Development, Drug Design, Purification
Education
Emory University - Goizueta Business School 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, Finance, General
Zhejiang University 1996 — 2001
Doctor of Philosophy (PhD), Organic Chemistry
Yangzhou University 1991 — 1995
Bachelor's degree, Education
Yanchen Middle School, China 1989 — 1991
High School
Zhejiang University 1996 — 2001
Doctor of Philosophy (Ph.D.), Organic Chemistry
Shane Cook's CFA Institute Experience April 2015 - Present
Job Director, Global Planning & Analysis at CFA Institute
Industry Financial Services
Experience
CFA Institute April 2015 - Present
Old Dominion National Bank October 2014 - April 2015
StellarOne Bank November 2012 - May 2014
Brown Brothers Harriman January 2009 - October 2012
Brown Brothers Harriman May 1996 - January 2009
Fleet Financial Group June 1994 - May 1996
Skills
Risk Management, Management, Financial Services, Banking, Operations Management, Process Improvement, Leadership, Securities, Change Management, Business Planning, Staff Development, Mentoring, Portfolio Management, Equities, Financial Analysis
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Management
Bowdoin College
AB, Spanish major, Economics minor
St. John's Preparatory School
Diploma, High School
CFA Institute April 2015 - Present
Old Dominion National Bank October 2014 - April 2015
StellarOne Bank November 2012 - May 2014
Brown Brothers Harriman January 2009 - October 2012
Brown Brothers Harriman May 1996 - January 2009
Fleet Financial Group June 1994 - May 1996
Skills
Risk Management, Management, Financial Services, Banking, Operations Management, Process Improvement, Leadership, Securities, Change Management, Business Planning, Staff Development, Mentoring, Portfolio Management, Equities, Financial Analysis
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Management
Bowdoin College
AB, Spanish major, Economics minor
St. John's Preparatory School
Diploma, High School
Austin Yursik, MBA's CFA Institute Experience February 2008 - July 2008
Job Logisitics at Zonin USA
Industry Wine and Spirits
Experience
Zonin USA May 2014 - Present
National Court Reporters Association January 2013 - February 2014
National Court Reporters Association May 2010 - January 2013
American University May 2009 - May 2010
Adventure Wine April 2009 - May 2010
CFA Institute February 2008 - July 2008
CFA Institute July 2007 - January 2008
Atlantic Coast Athletic Club 2005 - 2007
Skills
Social Media, Budgeting, Event Management, Administration, Market Planning, Social Media Marketing, Budgets, Project Management, Wine, Wine Tasting, Marketing Strategy, System Administration, Marketing, Facebook, Advertising, Management, Strategy, Customer Service, Market Research
Education
American University - Kogod School of Business 2008 — 2010
MBA, Marketing Management
James Madison University 2002 — 2005
Bachelor of Science, Kinesiology - Sport Management, Minor in Business Administration
University of Florida 2001 — 2002
Sport Management
Zonin USA May 2014 - Present
National Court Reporters Association January 2013 - February 2014
National Court Reporters Association May 2010 - January 2013
American University May 2009 - May 2010
Adventure Wine April 2009 - May 2010
CFA Institute February 2008 - July 2008
CFA Institute July 2007 - January 2008
Atlantic Coast Athletic Club 2005 - 2007
Skills
Social Media, Budgeting, Event Management, Administration, Market Planning, Social Media Marketing, Budgets, Project Management, Wine, Wine Tasting, Marketing Strategy, System Administration, Marketing, Facebook, Advertising, Management, Strategy, Customer Service, Market Research
Education
American University - Kogod School of Business 2008 — 2010
MBA, Marketing Management
James Madison University 2002 — 2005
Bachelor of Science, Kinesiology - Sport Management, Minor in Business Administration
University of Florida 2001 — 2002
Sport Management
Maurice (Maury) J. Davis's CFA Institute Experience April 2005 - February 2007
Job Director, Enterprise Systems at Darden Business School, University of Virginia
Industry Higher Education
Experience
Darden Business School, University of Virginia December 2008 - Present
University of Virginia March 2007 - December 2008
CFA Institute April 2005 - February 2007
Skyline Information Systems, Inc. April 2003 - February 2005
Accenture January 1998 - March 2003
ADP 1997 - 1998
Skills
PeopleSoft, Great Plains Software, Business Analysis, Project Management, SharePoint, Program Management, Data Analysis, Business Intelligence, CRM, Strategic Planning, Process Improvement, Human Resources, Management, Integration, Information Technology
Education
McIntire School of Commerce 2014 — 2015
Master's Degree in Management of Information Technology (MS-MIT)
Georgia State University 1991 — 1995
Masters, Sports Administration
Auburn University 1981 — 1984
Bachelor of Science (BS), Finance, General
Jacksonville State University 1980 — 1981
Darden Business School, University of Virginia December 2008 - Present
University of Virginia March 2007 - December 2008
CFA Institute April 2005 - February 2007
Skyline Information Systems, Inc. April 2003 - February 2005
Accenture January 1998 - March 2003
ADP 1997 - 1998
Skills
PeopleSoft, Great Plains Software, Business Analysis, Project Management, SharePoint, Program Management, Data Analysis, Business Intelligence, CRM, Strategic Planning, Process Improvement, Human Resources, Management, Integration, Information Technology
Education
McIntire School of Commerce 2014 — 2015
Master's Degree in Management of Information Technology (MS-MIT)
Georgia State University 1991 — 1995
Masters, Sports Administration
Auburn University 1981 — 1984
Bachelor of Science (BS), Finance, General
Jacksonville State University 1980 — 1981
Amy Radford's CFA Institute Experience September 2013 - Present
Job Manager, Conferences at CFA Institute
Industry Nonprofit Organization Management
Experience
CFA Institute September 2013 - Present
CFA Institute March 2012 - September 2013
CFA Institute May 2007 - March 2012
CFA Institute September 2005 - May 2007
Skills
Project Management, Microsoft Office, Microsoft Excel, Event Planning, Management, Marketing, Marketing Communications, Leadership
Education
Allegheny College 2001 — 2005
BA, Economics
CFA Institute September 2013 - Present
CFA Institute March 2012 - September 2013
CFA Institute May 2007 - March 2012
CFA Institute September 2005 - May 2007
Skills
Project Management, Microsoft Office, Microsoft Excel, Event Planning, Management, Marketing, Marketing Communications, Leadership
Education
Allegheny College 2001 — 2005
BA, Economics
Joseph Russ's CFA Institute Experience October 2009 - Present
Job Principle Developer at CFA Institute
Industry Nonprofit Organization Management
Experience
CFA Institute October 2009 - Present
CFA Institute November 2007 - September 2009
CFA Institute April 2006 - November 2007
CFA Institute July 2003 - March 2006
ProMark Utility Locators July 2000 - July 2003
Education
Averett University 1998 — 2001
BS, Accounting
CFA Institute October 2009 - Present
CFA Institute November 2007 - September 2009
CFA Institute April 2006 - November 2007
CFA Institute July 2003 - March 2006
ProMark Utility Locators July 2000 - July 2003
Education
Averett University 1998 — 2001
BS, Accounting
Lisa Plaxco's CFA Institute Experience June 2014 - Present
Job Retired from First Quadrant
Industry Investment Management
Experience
CFA Institute June 2014 - Present
Court Appointed Special Advocates February 2013 - Present
First Quadrant January 1992 - October 2012
Maxdem Inc June 1990 - December 1991
Westridge School September 1989 - June 1990
California Institute of Technology 1986 - 1989
Locus Computing Corporation 1984 - 1989
Skills
Portfolio Management, Tactical Asset..., Investment Strategies, Equities, Investments, Hedge Funds, Investment Management, Quantitative Analytics, Alternative Investments, Quantitative Research, Valuation, Asset Allocation, Financial Modeling, Asset Management
Education
Caltech 1984 — 1989
B.S.
CFA Institute June 2014 - Present
Court Appointed Special Advocates February 2013 - Present
First Quadrant January 1992 - October 2012
Maxdem Inc June 1990 - December 1991
Westridge School September 1989 - June 1990
California Institute of Technology 1986 - 1989
Locus Computing Corporation 1984 - 1989
Skills
Portfolio Management, Tactical Asset..., Investment Strategies, Equities, Investments, Hedge Funds, Investment Management, Quantitative Analytics, Alternative Investments, Quantitative Research, Valuation, Asset Allocation, Financial Modeling, Asset Management
Education
Caltech 1984 — 1989
B.S.
Dan Fasciano, CFA, CAIA's CFA Institute Experience 2014 - Present
Job Managing Director at BNY Mellon
Industry Investment Management
Experience
BNY Mellon 2010 - Present
CFA Institute 2014 - Present
Boston Security Analysts Society July 2005 - Present
CFA Institute 2011 - 2014
State of Florida 2009 - 2010
Aviva Investors 2002 - 2008
Mellon Financial 1993 - 2002
Mellon Financial 1990 - 1993
Education
Boston University
MBA
University of New Hampshire
BA
BNY Mellon 2010 - Present
CFA Institute 2014 - Present
Boston Security Analysts Society July 2005 - Present
CFA Institute 2011 - 2014
State of Florida 2009 - 2010
Aviva Investors 2002 - 2008
Mellon Financial 1993 - 2002
Mellon Financial 1990 - 1993
Education
Boston University
MBA
University of New Hampshire
BA
Howard Crane, CFA's CFA Institute Experience 1996 - 2011
Job President at Crane Fiduciary Services LLC
Industry Financial Services
Experience
Crane Fiduciary Services LLC June 2007 - Present
Colorado Public Employees' Retirement Association July 2007 - December 2012
CFA Institute 1996 - 2011
Watson Wyatt Investment Consulting, Inc. (now Towers Watson) March 2001 - January 2007
Frank Russell Co. March 1990 - March 2000
Bankers Trust Co May 1986 - February 1990
Mitchell Hutchens Asset Management June 1985 - February 1986
Chase Manhattan Bank, NA June 1981 - May 1985
Northern Trust Company December 1977 - June 1981
Norwest Bancorp July 1976 - December 1977
Skills
Asset Allocation, Investments, Pensions, Retirement, Alternative Investments, Portfolio Management, Wealth Management, Equities, Mutual Funds, Investment Strategies, Fixed Income, Hedge Funds, Financial Advisory, Retirement Planning, Investment Management, Employee Benefits, Asset Management, Private Equity, Corporate Governance, Investment Advisory, Financial Modeling, Equity Research, Valuation
Education
Brown University 1968 — 1972
MA, Economics
Union College 1969 — 1971
MS, Operations Research (Applied Mathematics)
Union College 1964 — 1968
BA (Honors), Economics
Crane Fiduciary Services LLC June 2007 - Present
Colorado Public Employees' Retirement Association July 2007 - December 2012
CFA Institute 1996 - 2011
Watson Wyatt Investment Consulting, Inc. (now Towers Watson) March 2001 - January 2007
Frank Russell Co. March 1990 - March 2000
Bankers Trust Co May 1986 - February 1990
Mitchell Hutchens Asset Management June 1985 - February 1986
Chase Manhattan Bank, NA June 1981 - May 1985
Northern Trust Company December 1977 - June 1981
Norwest Bancorp July 1976 - December 1977
Skills
Asset Allocation, Investments, Pensions, Retirement, Alternative Investments, Portfolio Management, Wealth Management, Equities, Mutual Funds, Investment Strategies, Fixed Income, Hedge Funds, Financial Advisory, Retirement Planning, Investment Management, Employee Benefits, Asset Management, Private Equity, Corporate Governance, Investment Advisory, Financial Modeling, Equity Research, Valuation
Education
Brown University 1968 — 1972
MA, Economics
Union College 1969 — 1971
MS, Operations Research (Applied Mathematics)
Union College 1964 — 1968
BA (Honors), Economics
Christine Heilman's CFA Institute Experience September 2015 - Present
Job IT Relationship Manager at CFA Institute
Industry Nonprofit Organization Management
Experience
CFA Institute September 2015 - Present
CFA Institute September 2013 - August 2015
CFA Institute October 2008 - September 2013
CFA Institute 2008 - 2008
CFA Institute July 2006 - 2008
Skills
Web Content, Content Management, Content Strategy, Editing, Web Content Management, Training, Copy Editing, Social Media, CMS, Marketing, Corporate Communications, Usability Testing, Press Releases, Internal Communications, Writing, Web Marketing, Information Architecture, Relationship Management, Vendor Management, Project Management, Business Analysis, Strategy
Education
Appalachian State University 2001 — 2003
B.A., Sociology, Psychology
University of North Carolina at Chapel Hill 1995 — 1998
CFA Institute September 2015 - Present
CFA Institute September 2013 - August 2015
CFA Institute October 2008 - September 2013
CFA Institute 2008 - 2008
CFA Institute July 2006 - 2008
Skills
Web Content, Content Management, Content Strategy, Editing, Web Content Management, Training, Copy Editing, Social Media, CMS, Marketing, Corporate Communications, Usability Testing, Press Releases, Internal Communications, Writing, Web Marketing, Information Architecture, Relationship Management, Vendor Management, Project Management, Business Analysis, Strategy
Education
Appalachian State University 2001 — 2003
B.A., Sociology, Psychology
University of North Carolina at Chapel Hill 1995 — 1998
Donna Kozyra, PHR's CFA Institute Experience July 2011 - Present
Job Manager, Institutional Partnerships
Industry Financial Services
Experience
CFA Institute July 2011 - Present
CFA Institute May 2003 - July 2011
AMVEST Corporation 2001 - 2003
Danbury Hospital 1994 - 2000
Travelers 1979 - 1992
Skills
Recruiting, Human Resources, Onboarding, Personnel Management, Strategic Planning, Talent Acquisition, Talent Management, Succession Planning, Employee Engagement, Performance Management, Training, Program Management, Career Development
Education
Central Connecticut State University
BA, Psychology / Business
Orange County Community College
AAS, Occupational Therapy Assisting
CFA Institute July 2011 - Present
CFA Institute May 2003 - July 2011
AMVEST Corporation 2001 - 2003
Danbury Hospital 1994 - 2000
Travelers 1979 - 1992
Skills
Recruiting, Human Resources, Onboarding, Personnel Management, Strategic Planning, Talent Acquisition, Talent Management, Succession Planning, Employee Engagement, Performance Management, Training, Program Management, Career Development
Education
Central Connecticut State University
BA, Psychology / Business
Orange County Community College
AAS, Occupational Therapy Assisting
Rich Wyler's CFA Institute Experience November 1999 - February 2005
Job Founder/Director, People Can Change; Life Coach, Higher Path Coaching; and Writer/Trainer, Wyler Communications
Industry Professional Training & Coaching
Experience
SkillPath Seminars August 2011 - Present
Wyler Public Communications January 2005 - Present
Higher Path Life Coaching January 2005 - Present
People Can Change September 2000 - Present
CFA Institute November 1999 - February 2005
Hill & Knowlton Public Relations 1996 - 1999
First Interstate Bank August 1990 - January 1996
Edelman Public Relations 1987 - 1990
Education
Brigham Young University 1985 — 1987
Bachelor of Arts, Communications / Public Relations
American River College 1983 — 1985
Journalism
SkillPath Seminars August 2011 - Present
Wyler Public Communications January 2005 - Present
Higher Path Life Coaching January 2005 - Present
People Can Change September 2000 - Present
CFA Institute November 1999 - February 2005
Hill & Knowlton Public Relations 1996 - 1999
First Interstate Bank August 1990 - January 1996
Edelman Public Relations 1987 - 1990
Education
Brigham Young University 1985 — 1987
Bachelor of Arts, Communications / Public Relations
American River College 1983 — 1985
Journalism
Jim Lyon, CFA's CFA Institute Experience September 2003 - August 2006
Job Portfolio Manager & Financial Advisor at UBS Financial Services Inc. The Blosser Group
Industry Financial Services
Experience
UBS Financial Services Inc. - The Blosser Group November 2006 - Present
LIMCO Advisors June 2006 - November 2006
CFA Institute September 2003 - August 2006
Oakwood Capital Management LLC April 1998 - June 2006
CFA Society of Los Angeles September 2002 - August 2003
Lyon Investment Management Company, Inc. September 1996 - March 1998
Independent Advantage Financial August 1991 - March 1998
Logicon Inc. - R&D Associates September 1984 - August 1991
Education
California State University-Northridge 1986 — 1991
MBA, Finance & Economics
California State University-Northridge 1977 — 1981
B.S., Business Administration - Finance
UBS Financial Services Inc. - The Blosser Group November 2006 - Present
LIMCO Advisors June 2006 - November 2006
CFA Institute September 2003 - August 2006
Oakwood Capital Management LLC April 1998 - June 2006
CFA Society of Los Angeles September 2002 - August 2003
Lyon Investment Management Company, Inc. September 1996 - March 1998
Independent Advantage Financial August 1991 - March 1998
Logicon Inc. - R&D Associates September 1984 - August 1991
Education
California State University-Northridge 1986 — 1991
MBA, Finance & Economics
California State University-Northridge 1977 — 1981
B.S., Business Administration - Finance
Matthew Diley's CFA Institute Experience December 1999 - April 2007
Job Senior Manager of Application Services at Best Friends Animal Society
Industry Nonprofit Organization Management
Experience
Best Friends Animal Society January 2015 - Present
Honda of America Mfg., Inc. April 2007 - December 2014
CFA Institute December 1999 - April 2007
The Rutherford Institute November 1998 - November 1999
KAO Infosystems June 1994 - June 1998
Skills
Process Improvement, SDLC, Continuous Improvement, Business Analysis, Vendor Management, Program Management, Requirements Analysis, Manufacturing, Management, Six Sigma, Project Management, Lean Manufacturing, Visio, Business Process..., Disaster Recovery, Troubleshooting, IT Management, Security, Leadership, Software Development, Cross-functional Team..., Process Engineering, MS Project, Software Documentation
Education
Capital University 1985 — 1989
Bachelor of Arts (B.A.), Business Administration and Management, General
Capital University
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Best Friends Animal Society January 2015 - Present
Honda of America Mfg., Inc. April 2007 - December 2014
CFA Institute December 1999 - April 2007
The Rutherford Institute November 1998 - November 1999
KAO Infosystems June 1994 - June 1998
Skills
Process Improvement, SDLC, Continuous Improvement, Business Analysis, Vendor Management, Program Management, Requirements Analysis, Manufacturing, Management, Six Sigma, Project Management, Lean Manufacturing, Visio, Business Process..., Disaster Recovery, Troubleshooting, IT Management, Security, Leadership, Software Development, Cross-functional Team..., Process Engineering, MS Project, Software Documentation
Education
Capital University 1985 — 1989
Bachelor of Arts (B.A.), Business Administration and Management, General
Capital University
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Jessica Mann Daly's CFA Institute Experience 2000 - 2002
Job Head of Institutional Investment Product Management at Wells Capital Management
Industry Investment Management
Experience
CFA Institute 2000 - 2002
Watson Wyatt 1997 - 2000
Mercer Investment Consulting 1990 - 1997
Education
University of Virginia 1987 — 1990
BA, Mathematics
Boston University 1986 — 1987
Engineering
CFA Institute 2000 - 2002
Watson Wyatt 1997 - 2000
Mercer Investment Consulting 1990 - 1997
Education
University of Virginia 1987 — 1990
BA, Mathematics
Boston University 1986 — 1987
Engineering
Ian Mack's CFA Institute Experience December 2002 - August 2009
Job Information Technology at Region Ten
Industry Information Technology and Services
Experience
Region Ten August 2009 - Present
CFA Institute December 2002 - August 2009
University of Virginia Health System September 1999 - December 2002
Skills
Active Directory, Troubleshooting, Business Intelligence, Database Administration, Visual Basic, Quality Assurance, Content Management, Analytics, Microsoft Office
Education
American InterContinental University 2001 — 2004
BS, Information Technology
Region Ten August 2009 - Present
CFA Institute December 2002 - August 2009
University of Virginia Health System September 1999 - December 2002
Skills
Active Directory, Troubleshooting, Business Intelligence, Database Administration, Visual Basic, Quality Assurance, Content Management, Analytics, Microsoft Office
Education
American InterContinental University 2001 — 2004
BS, Information Technology
Steven Gattuso, CFA, CFP®, CMA's CFA Institute Experience September 2015 - Present
Job Sr. Portfolio Manager & Assistant Professor
Industry Investment Management
Experience
Courier Capital Corporation July 2012 - Present
Canisius College July 2013 - Present
CFA Institute September 2015 - Present
Martin House Complex 1997 - Present
CFA Institute September 2011 - August 2015
Niagara University September 1999 - May 2013
FPA WNY 2006 - 2013
Wilmington Trust June 2007 - September 2012
CFA Institute September 2009 - August 2011
St. Christopher's School 2007 - 2011
Skills
Financial Modeling, Portfolio Management, Investments, Investment Strategies, Financial Analysis, Economics, Cost Accounting, Equities, Strategic Financial..., Finance, Asset Allocation, Wealth Management, Asset Management, University Teaching, Certified Financial..., Morningstar Direct, Bloomberg Terminal, Financial Planning, Mutual Funds
Education
Canisius College 1987 — 1988
MBA
Canisius College 1982 — 1987
BA
State University of New York at Buffalo 1991 — 1993
Accounting
Courier Capital Corporation July 2012 - Present
Canisius College July 2013 - Present
CFA Institute September 2015 - Present
Martin House Complex 1997 - Present
CFA Institute September 2011 - August 2015
Niagara University September 1999 - May 2013
FPA WNY 2006 - 2013
Wilmington Trust June 2007 - September 2012
CFA Institute September 2009 - August 2011
St. Christopher's School 2007 - 2011
Skills
Financial Modeling, Portfolio Management, Investments, Investment Strategies, Financial Analysis, Economics, Cost Accounting, Equities, Strategic Financial..., Finance, Asset Allocation, Wealth Management, Asset Management, University Teaching, Certified Financial..., Morningstar Direct, Bloomberg Terminal, Financial Planning, Mutual Funds
Education
Canisius College 1987 — 1988
MBA
Canisius College 1982 — 1987
BA
State University of New York at Buffalo 1991 — 1993
Accounting
R. Christine Sapsara's CFA Institute Experience April 2015 - Present
Job Project Administrator at CFA Institute
Industry Financial Services
Experience
CFA Institute April 2015 - Present
CFA Institute Research Foundation May 2007 - Present
CFA Institute January 2007 - April 2015
CFA Institute August 2002 - January 2007
Consolidated Publishing Group/Upline January 1998 - September 2001
Skills
Microsoft Excel, Microsoft Office, Editing, Writing, Public Speaking, Project Coordination, Association Management, Analysis, Management, Time Management, Strategic Planning, Customer Service, Data Analysis, PowerPoint, Public Relations, Marketing, Marketing Strategy, Negotiation, Training, Event Planning, Leadership, Budgets, Event Management
Education
Arizona State University
Bachelor of Science (BSc), Design and Applied Arts
CFA Institute April 2015 - Present
CFA Institute Research Foundation May 2007 - Present
CFA Institute January 2007 - April 2015
CFA Institute August 2002 - January 2007
Consolidated Publishing Group/Upline January 1998 - September 2001
Skills
Microsoft Excel, Microsoft Office, Editing, Writing, Public Speaking, Project Coordination, Association Management, Analysis, Management, Time Management, Strategic Planning, Customer Service, Data Analysis, PowerPoint, Public Relations, Marketing, Marketing Strategy, Negotiation, Training, Event Planning, Leadership, Budgets, Event Management
Education
Arizona State University
Bachelor of Science (BSc), Design and Applied Arts
Jonathan MacKesson's CFA Institute Experience March 2010 - Present
Job Special Investigator
Industry Security and Investigations
Experience
CFA Institute March 2010 - Present
The Challenge Group, INC June 2005 - January 2007
Skills
Research, Data Analysis, Public Speaking, Microsoft Office, Microsoft Excel, Editing, Analysis, PowerPoint, Customer Service, Microsoft Word, Strategic Planning, Social Media, Leadership, Policy Analysis, Teaching, Event Planning, Nonprofits, Training, Management, Project Management, Outlook
Education
Beloit College 2004 — 2008
BA, Physics
CFA Institute March 2010 - Present
The Challenge Group, INC June 2005 - January 2007
Skills
Research, Data Analysis, Public Speaking, Microsoft Office, Microsoft Excel, Editing, Analysis, PowerPoint, Customer Service, Microsoft Word, Strategic Planning, Social Media, Leadership, Policy Analysis, Teaching, Event Planning, Nonprofits, Training, Management, Project Management, Outlook
Education
Beloit College 2004 — 2008
BA, Physics
Cheryl Canter's CFA Institute Experience November 2013 - Present
Job Instructional Designer/ QA analyst at CFA Institute
Industry E-Learning
Experience
CFA Institute November 2013 - Present
Configuration Management, Inc. 2010 - 2013
S3 2009 - 2010
Capital One 2007 - 2009
Bell Tech.logix 2002 - 2007
HealthScribe Inc 1997 - 1999
Skills
Instructional Design, SDLC, Visio, Vendor Management, Requirements Gathering, SharePoint, Requirements Analysis, Business Analysis, Software Project..., Program Management, Agile Methodologies, IT Management, PMP, Agile Project Management, Software Documentation, ITIL, Technical Writing
Education
Bryant and Stratton College 2003 — 2005
Bachelor of Business Administration (BBA), Information Technology
CFA Institute November 2013 - Present
Configuration Management, Inc. 2010 - 2013
S3 2009 - 2010
Capital One 2007 - 2009
Bell Tech.logix 2002 - 2007
HealthScribe Inc 1997 - 1999
Skills
Instructional Design, SDLC, Visio, Vendor Management, Requirements Gathering, SharePoint, Requirements Analysis, Business Analysis, Software Project..., Program Management, Agile Methodologies, IT Management, PMP, Agile Project Management, Software Documentation, ITIL, Technical Writing
Education
Bryant and Stratton College 2003 — 2005
Bachelor of Business Administration (BBA), Information Technology
Yong Shuai, CFA, CPA's CFA Institute Experience January 2010 - December 2013
Job Vice President at Glenmede Trust Company
Industry Legal Services
Experience
Glenmede Trust Company September 2014 - Present
PwC July 2009 - August 2014
CFA Institute January 2010 - December 2013
PwC June 2008 - July 2009
KPMG 2007 - 2008
Skills
Financial Modeling, Tax, Big 4, Private Equity, Accounting, Tax Law, Valuation, Consulting, M&A experience, Financial Accounting, Corporate Tax, Real Estate, US GAAP, Investments, CPA, Finance, Mergers & Acquisitions
Education
Nankai University 1999 — 2001
Doctor of Philosophy (PhD), Economics
Hebei University 1996 — 1999
Master's degree, Economics
Glenmede Trust Company September 2014 - Present
PwC July 2009 - August 2014
CFA Institute January 2010 - December 2013
PwC June 2008 - July 2009
KPMG 2007 - 2008
Skills
Financial Modeling, Tax, Big 4, Private Equity, Accounting, Tax Law, Valuation, Consulting, M&A experience, Financial Accounting, Corporate Tax, Real Estate, US GAAP, Investments, CPA, Finance, Mergers & Acquisitions
Education
Nankai University 1999 — 2001
Doctor of Philosophy (PhD), Economics
Hebei University 1996 — 1999
Master's degree, Economics
Jennifer McGuiggan's CFA Institute Experience August 2014 - November 2014
Job Program Support Manager, Employer Support of the Guard and Reserve
Industry Government Relations
Experience
Employer Support of the Guard & Reserve (ESGR) November 2014 - Present
CFA Institute August 2014 - November 2014
A-Team Solutions, LLC October 2011 - March 2014
GAP Solutions, Inc. January 2009 - October 2011
Charles Schwab 1993 - 1998
Rotary International August 1986 - August 1987
Skills
Program Management, Volunteer Management, Analysis, Leadership, Business Development, Social Media, Budget Analysis, Portals, Management, Event Planning, Training, Strategic Planning, Customer Service, Building Relationships, Critical Thinking, Policy, Coaching, CRM, Government Contracting, Instructor-led Training, Budgets, Community Outreach, New Business Development, Microsoft Office, Public Speaking, Leadership Development, Government, Sales, DoD, Military, Microsoft Excel, Proposal Writing, Team Building, SharePoint, Human Resources, Research
Education
Bowling Green State University 1988 — 1992
Bachelor's Degree, International Studies, Spanish
Employer Support of the Guard & Reserve (ESGR) November 2014 - Present
CFA Institute August 2014 - November 2014
A-Team Solutions, LLC October 2011 - March 2014
GAP Solutions, Inc. January 2009 - October 2011
Charles Schwab 1993 - 1998
Rotary International August 1986 - August 1987
Skills
Program Management, Volunteer Management, Analysis, Leadership, Business Development, Social Media, Budget Analysis, Portals, Management, Event Planning, Training, Strategic Planning, Customer Service, Building Relationships, Critical Thinking, Policy, Coaching, CRM, Government Contracting, Instructor-led Training, Budgets, Community Outreach, New Business Development, Microsoft Office, Public Speaking, Leadership Development, Government, Sales, DoD, Military, Microsoft Excel, Proposal Writing, Team Building, SharePoint, Human Resources, Research
Education
Bowling Green State University 1988 — 1992
Bachelor's Degree, International Studies, Spanish
Christopher Singleton, CFA's CFA Institute Experience 2000 - Present
Job Managing Director, Kanawha Capital Management
Industry Investment Management
Experience
Kanawha Capital Management, LLC April 1999 - Present
CFA Institute 2000 - Present
Crestar Asset Management 1998 - 1999
Boys, Arnold & Company 1995 - 1998
U.S. Bureau of Labor Statistics 1987 - 1993
Skills
Investments, Asset Managment, Equities, Asset Allocation, Economics, Investment..., Writing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1995
MBA, Finance & Investments
American University 1989 — 1992
Graduate coursework, Economics
University of Virginia 1982 — 1986
B.A., Economics
Kanawha Capital Management, LLC April 1999 - Present
CFA Institute 2000 - Present
Crestar Asset Management 1998 - 1999
Boys, Arnold & Company 1995 - 1998
U.S. Bureau of Labor Statistics 1987 - 1993
Skills
Investments, Asset Managment, Equities, Asset Allocation, Economics, Investment..., Writing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1995
MBA, Finance & Investments
American University 1989 — 1992
Graduate coursework, Economics
University of Virginia 1982 — 1986
B.A., Economics
Gregory Wirthmann, CFA's CFA Institute Experience 1999 - Present
Job Senior Vice President/ Fixed Income Strategies at First Empire Securities, Inc
Industry Financial Services
Experience
First Empire Securities, Inc April 2010 - Present
CFA Institute 1999 - Present
Southeast Corporate March 2002 - April 2010
Skills
Capital Markets, Financial Analysis, Valuation, Equities, Bloomberg, Wealth Management, Investments, Fixed Income, Portfolio Management, Alternative Investments, Strategic Financial..., Asset Management, Banking, Risk Management, Hedge Funds, Asset Managment, Investment Strategies, Financial Planning
Education
Baylor University 1985 — 1985
MBA, Finance
University of Houston 1979 — 1983
BBA, Economics
First Empire Securities, Inc April 2010 - Present
CFA Institute 1999 - Present
Southeast Corporate March 2002 - April 2010
Skills
Capital Markets, Financial Analysis, Valuation, Equities, Bloomberg, Wealth Management, Investments, Fixed Income, Portfolio Management, Alternative Investments, Strategic Financial..., Asset Management, Banking, Risk Management, Hedge Funds, Asset Managment, Investment Strategies, Financial Planning
Education
Baylor University 1985 — 1985
MBA, Finance
University of Houston 1979 — 1983
BBA, Economics
Bhavin Desai's CFA Institute Experience December 2011 - June 2014
Job MS candidate at New York University, Class of 2016
Industry Management Consulting
Experience
PwC June 2015 - August 2015
EY April 2011 - July 2014
CFA Institute December 2011 - June 2014
New York University 2014 - 2014
Grant Thornton LLP April 2010 - June 2010
Oracle 2007 - 2009
Skills
Corporate Finance, Financial Modeling, Valuation, Management Consulting, Business Analysis, Business Strategy
Education
New York University 2014 — 2016
Master's degree, Financial Engineering
Institute of Management Technology, Ghaziabad 2009 — 2011
Master of Business Administration (MBA), Finance, General
Bharati Vidyapeeth 2003 — 2007
B.Tech, Electrical and Electronics Engineering
Sardar Patel Vidyalaya 1988 — 2002
PwC June 2015 - August 2015
EY April 2011 - July 2014
CFA Institute December 2011 - June 2014
New York University 2014 - 2014
Grant Thornton LLP April 2010 - June 2010
Oracle 2007 - 2009
Skills
Corporate Finance, Financial Modeling, Valuation, Management Consulting, Business Analysis, Business Strategy
Education
New York University 2014 — 2016
Master's degree, Financial Engineering
Institute of Management Technology, Ghaziabad 2009 — 2011
Master of Business Administration (MBA), Finance, General
Bharati Vidyapeeth 2003 — 2007
B.Tech, Electrical and Electronics Engineering
Sardar Patel Vidyalaya 1988 — 2002
Hong Zheng's CFA Institute Experience July 2015 - Present
Job Scientist in Ra Pharmaceuticals // Analyst at SCIMALS
Industry Research
Experience
CFA Institute July 2015 - Present
SCIMALS April 2015 - Present
RA Pharmaceuticals September 2013 - Present
RA Pharmaceuticals September 2012 - September 2013
Boston College September 2007 - August 2012
Fudan University September 2003 - July 2007
Skills
Organic Synthesis, Protein Chemistry, Peptides, Biochemistry, Analytical Chemistry, Peptide Synthesis, Purification, PCR, Protein Expression, Protein Purification, Gel Electrophoresis, SDS-PAGE, Chromatography, Column Chromatography, HPLC, FPLC, NMR, Mass Spectrometry, LC-MS, UV-Vis, Fluorescence..., DLS, CD, Cell Culture, Cell Based Assays, Microsoft Office, Flash, Dreamweaver, Photoshop
Education
Boston College 2007 — 2012
Doctor of Philosophy (Ph.D.), Chemistry, GPA 4.0
Fudan University 2003 — 2007
Bachelor of Science (BS), Chemistry
CFA Institute July 2015 - Present
SCIMALS April 2015 - Present
RA Pharmaceuticals September 2013 - Present
RA Pharmaceuticals September 2012 - September 2013
Boston College September 2007 - August 2012
Fudan University September 2003 - July 2007
Skills
Organic Synthesis, Protein Chemistry, Peptides, Biochemistry, Analytical Chemistry, Peptide Synthesis, Purification, PCR, Protein Expression, Protein Purification, Gel Electrophoresis, SDS-PAGE, Chromatography, Column Chromatography, HPLC, FPLC, NMR, Mass Spectrometry, LC-MS, UV-Vis, Fluorescence..., DLS, CD, Cell Culture, Cell Based Assays, Microsoft Office, Flash, Dreamweaver, Photoshop
Education
Boston College 2007 — 2012
Doctor of Philosophy (Ph.D.), Chemistry, GPA 4.0
Fudan University 2003 — 2007
Bachelor of Science (BS), Chemistry
Emily Colby's CFA Institute Experience December 2008 - Present
Job
Industry Financial Services
Experience
CFA Institute December 2008 - Present
Skills
Program Management, Public Speaking, Risk Management, Financial Analysis, Analysis, Finance, Financial Modeling, Litigation, Contract Negotiation, Corporate Finance, Security, Due Diligence, Legal Research, Leadership, Fundraising, Research, Nonprofits, Project Management, Management
Education
University of Iowa College of Law 1992 — 1995
Juris Doctor
Augustana University (SD) 1987 — 1991
B.A.
CFA Institute December 2008 - Present
Skills
Program Management, Public Speaking, Risk Management, Financial Analysis, Analysis, Finance, Financial Modeling, Litigation, Contract Negotiation, Corporate Finance, Security, Due Diligence, Legal Research, Leadership, Fundraising, Research, Nonprofits, Project Management, Management
Education
University of Iowa College of Law 1992 — 1995
Juris Doctor
Augustana University (SD) 1987 — 1991
B.A.
Victor Chengwei Han's CFA Institute Experience 2015 - 2015
Job Master of Science in Quantitative Finance, Tepper Business School
Industry Investment Banking
Experience
UBS June 2015 - August 2015
CFA Institute 2015 - 2015
SinoLink Securities Asset Management May 2014 - July 2014
Accenture August 2012 - May 2014
OCBC Bank May 2009 - June 2009
Skills
Financial Modeling, Equity Derivatives, Risk Management, Operations Research, Quantitative Finance, Trading, Statistics, Matlab, C++, VBA, Microsoft Excel, R, Data Analysis, Project Management, Simulations, Economics, Microsoft Office, Algorithmic Trading, Systems Engineering, Linear Regression, Analysis, Strategy, Management, SQL, Futures Trading, Financial Analysis, Photography
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2015
Master's Degree
National University of Singapore 2008 — 2012
Bachelor of Engineering (Honour)
Purdue University 2011 — 2011
Chengdu No.7 High School 2004 — 2006
UBS June 2015 - August 2015
CFA Institute 2015 - 2015
SinoLink Securities Asset Management May 2014 - July 2014
Accenture August 2012 - May 2014
OCBC Bank May 2009 - June 2009
Skills
Financial Modeling, Equity Derivatives, Risk Management, Operations Research, Quantitative Finance, Trading, Statistics, Matlab, C++, VBA, Microsoft Excel, R, Data Analysis, Project Management, Simulations, Economics, Microsoft Office, Algorithmic Trading, Systems Engineering, Linear Regression, Analysis, Strategy, Management, SQL, Futures Trading, Financial Analysis, Photography
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2015
Master's Degree
National University of Singapore 2008 — 2012
Bachelor of Engineering (Honour)
Purdue University 2011 — 2011
Chengdu No.7 High School 2004 — 2006
Karen Kaplan's CFA Institute Experience April 2012 - Present
Job Office Manager at CFA Institute
Industry Education Management
Experience
CFA Institute April 2012 - Present
Morgan Stanley February 2006 - January 2012
A&E Television Networks May 2004 - September 2005
Deloitte November 1999 - May 2004
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Event Planning, Microsoft Word, Customer Service, Social Media, Marketing
Education
Baruch College
BBA, Marketing Management
CFA Institute April 2012 - Present
Morgan Stanley February 2006 - January 2012
A&E Television Networks May 2004 - September 2005
Deloitte November 1999 - May 2004
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Event Planning, Microsoft Word, Customer Service, Social Media, Marketing
Education
Baruch College
BBA, Marketing Management
Jay Graves's CFA Institute Experience March 2010 - Present
Job Warehouse Coordinator at CFA Institute
Industry Financial Services
Experience
CFA Institute March 2010 - Present
Nationwide Insurance February 2006 - March 2010
Education
Averett College 1998 — 2000
Masters, Business Administration
Virginia Tech 1975 — 1979
BS, Animal Science
CFA Institute March 2010 - Present
Nationwide Insurance February 2006 - March 2010
Education
Averett College 1998 — 2000
Masters, Business Administration
Virginia Tech 1975 — 1979
BS, Animal Science
Shirley Terrell's CFA Institute Experience September 2012 - Present
Job Intranet Manager at CFA Institute
Industry Financial Services
Experience
CFA Institute September 2012 - Present
CFA Institute September 2009 - September 2012
Verizon January 2004 - January 2006
Education
Capella University 2013 — 2015
Master of Science (M.S.), Organizational Leadership
Hampton University 2009 — 2011
Systems Organization & Management
CFA Institute September 2012 - Present
CFA Institute September 2009 - September 2012
Verizon January 2004 - January 2006
Education
Capella University 2013 — 2015
Master of Science (M.S.), Organizational Leadership
Hampton University 2009 — 2011
Systems Organization & Management
Scott Rader's CFA Institute Experience January 1997 - March 2005
Job Retired
Industry Investment Management
Experience
CFA Institute January 1997 - March 2005
Education
Central Michigan University 1982 — 1985
Bachelor of Science (B.S.), Computer Science
CFA Institute January 1997 - March 2005
Education
Central Michigan University 1982 — 1985
Bachelor of Science (B.S.), Computer Science
Kedner Jerome, MBA's CFA Institute Experience August 2012 - Present
Job Level I CFA Candidate
Industry Higher Education
Experience
CFA Institute August 2012 - Present
Aaron’s, Inc January 2011 - August 2011
RaceTrac Petroleum, Inc January 2010 - February 2011
US Navy June 2001 - February 2006
Skills
Analytical and problem..., Demonstrated Leadership..., Capability to conduct..., Ability to explore new..., Fluent in French, Excellent competencies..., Excellent..., Microsoft Excel
Education
Jacksonville University 2011 — 2012
Master of Business Administration (MBA), Accounting and Finance
Jacksonville University
Master of Business Administration, Accounting & Finance, and Management
Jacksonville University 2008 — 2011
Bachelors of Science, Mathematics
Jacksonville University 2008 — 2011
Bachelors of Business Administration, Finance
Cheonggang Academy
Bachelors of Business Administration; Bachelors of Science, Finance; Mathematics
CFA Institute August 2012 - Present
Aaron’s, Inc January 2011 - August 2011
RaceTrac Petroleum, Inc January 2010 - February 2011
US Navy June 2001 - February 2006
Skills
Analytical and problem..., Demonstrated Leadership..., Capability to conduct..., Ability to explore new..., Fluent in French, Excellent competencies..., Excellent..., Microsoft Excel
Education
Jacksonville University 2011 — 2012
Master of Business Administration (MBA), Accounting and Finance
Jacksonville University
Master of Business Administration, Accounting & Finance, and Management
Jacksonville University 2008 — 2011
Bachelors of Science, Mathematics
Jacksonville University 2008 — 2011
Bachelors of Business Administration, Finance
Cheonggang Academy
Bachelors of Business Administration; Bachelors of Science, Finance; Mathematics
Shirley Terrell's CFA Institute Experience 2012 - Present
Job
Industry Financial Services
Experience
CFA Institute 2012 - Present
CFA Institute 2008 - 2012
Real Estate III 2006 - 2008
Verizon 2004 - 2006
Verizon 2000 - 2004
Education
Capella University 2013 — 2016
Master’s Degree, Organizational Leadership
Hampton University 2008 — 2011
Bachelor’s Degree, Systems Organization Management
CFA Institute 2012 - Present
CFA Institute 2008 - 2012
Real Estate III 2006 - 2008
Verizon 2004 - 2006
Verizon 2000 - 2004
Education
Capella University 2013 — 2016
Master’s Degree, Organizational Leadership
Hampton University 2008 — 2011
Bachelor’s Degree, Systems Organization Management
Brett Hemedinger's CFA Institute Experience December 2013 - January 2014
Job DePaul University
Industry Information Technology and Services
Experience
Follett School Solutions June 2015 - Present
CFA Institute December 2013 - January 2014
Benedictine University May 2013 - December 2013
Factory Card and Party Outlet August 2006 - April 2007
Jackson Moving and Storage June 2006 - August 2006
Education
DePaul University 2015 — 2018
Master of Science (M.S.), Computer Science
Rio Salado College 2014 — 2015
Computer Programming, Cumulative GPA 3.75/4.0
Benedictine University 2011 — 2013
Bachelor of Business Administration (BBA), Finance, Cumulative GPA 3.3/4.0
Joliet Junior College 2008 — 2011
Computer Information and Office Systems, Cumulative GPA 3.2/4.0
Follett School Solutions June 2015 - Present
CFA Institute December 2013 - January 2014
Benedictine University May 2013 - December 2013
Factory Card and Party Outlet August 2006 - April 2007
Jackson Moving and Storage June 2006 - August 2006
Education
DePaul University 2015 — 2018
Master of Science (M.S.), Computer Science
Rio Salado College 2014 — 2015
Computer Programming, Cumulative GPA 3.75/4.0
Benedictine University 2011 — 2013
Bachelor of Business Administration (BBA), Finance, Cumulative GPA 3.3/4.0
Joliet Junior College 2008 — 2011
Computer Information and Office Systems, Cumulative GPA 3.2/4.0
YMCA
American Red Cross
Boy Scouts of America
City Year
Blue Cross Blue Shield of Michigan
Young Life
March of Dimes
UNICEF