Experience
CFA Institute   October 2014 - Present
CFA Institute   2011 - October 2014
Portland Press Herald/Maine Sunday Telegram  2001 - 2010
Bloomberg LP  1996 - 2000
Dow Jones  October 1993 - 1995

Skills
Corporate Communications, Media Relations, Strategic Communications, Internal Communications, Public Relations, Marketing Communications, Crisis Communications, Editing, Social Media, Press Releases, Newsletters, Copy Editing, Investor Relations, Copywriting, Content Management, Publications, Speech Writing

Education
University of Missouri-Columbia School of Journalism   1984 — 1986
Master of Arts (M.A.), Journalism

Colorado College   1982 — 1983
B.A., History/Political Science

Hamilton College Junior Year Abroad   1981 — 1982
French Studies, Field of Study

Experience
DigitasLBi_US  June 2014 - Present
Digitas  June 2011 - June 2013
Museum of Fine Arts, Boston  April 2010 - June 2011
Hunt & Gather  April 2009 - April 2010
The Chronicle of Higher Education  October 2008 - April 2009
Hunt & Gather  February 2006 - July 2008
Distinct Studios, Inc.   September 2005 - December 2006
CFA Institute   2005 - 2005

Skills
Semantics, Drupal, CSS, Information Architecture, jQuery, SEO, CMS, Ruby on Rails, PHP, JavaScript, WordPress, CSS3, Web Development, User Interface Design, Git, MySQL, ActionScript, HTML 5, Web Content Management, Facebook API, Agile Methodologies, JSON, LAMP, User Interface, Mobile Applications, Web Project Management, Interaction Design, Web Applications, XHTML, Apache, Web 2.0, Customer Experience..., Flash, Front-end, Google Analytics, Usability, E-commerce

Education
Colorado State University   2000 — 2003
Journalism and Advertising

Experience
DSST Public Schools  June 2014 - Present
CFA Institute   August 2014 - Present
DSST Public Schools  December 2012 - June 2014
DSST Public Schools  July 2012 - November 2012
Starbucks  January 2011 - October 2011
Starbucks  September 2007 - January 2011
Colorado Christian University  August 2006 - May 2007
Colorado Christian University  May 2006 - August 2006

Skills
Financial Analysis, Data Analysis, Economics, Microsoft Excel, SAS, Corporate Finance, Access, Financial Reporting, Tableau, Stata, Python, VBA, SQL, Budgeting, Statistical Modeling, Quantitative Finance, Econometrics, Monte Carlo Simulation, Financial Systems...

Education
University of Denver   2011 — 2013
MA, Global Finance, Trade and Economic Integration

University of Colorado at Denver   2010 — 2011
Philosophy

Colorado Christian University   2004 — 2007
Bachelor of Arts (B.A.), Theology/Theological Studies

University of Nebraska-Lincoln   2003 — 2004
Mechanical Engineering

Lincoln Southeast High School   2000 — 2003
High School Diploma

Experience
CFA Institute   July 2014 - Present
Acuity Investment Consulting Partners   2012 - July 2014
Grosvenor Capital Management  2004 - 2010
Towers Watson  December 1993 - August 2004
First Union - Capital Management Group   1984 - 1993
Florida Power & Light  1982 - 1984

Skills
Portfolio Management, Alternative Investments, Due Diligence, Hedge Funds, Private Equity, Real Estate, Asset Management, Asset Allocation, Corporate Finance, Equities, Risk Management, New Business Development, Fund Of Funds, Institutional..., Governance, Investment Research, Team Leadership, Continuous Improvement, Team Building, Published Author, Manager Selection, Family Office, Investor Relations, Bonds, Investment Consulting, Pension Funds, Endowments, Manager Termination, Manager Structure, Equity Research, Series 63, Writing and Editing

Education
Florida Atlantic University
MBA

University of South Florida - College of Business Administration
BA

Experience
Harvard Business School Executive Education  January 2015 - Present
CFA Institute   May 2013 - August 2014
BBC  March 2009 - May 2013
BBC  March 2012 - October 2012
BBC Worldwide  September 2008 - March 2009
Peterborough City Council   October 2007 - September 2008

Skills
French, Italian, General Administration, Event Management, Research, Financial Modeling, Microsoft Office, Management, Analysis, Microsoft Excel, Data Analysis, Corporate Finance, Finance

Education
Durham University   2003 — 2007
Bachelor of Arts, Modern European Languages

Greenhead College   2001 — 2003

Experience
CFA Institute   August 2014 - Present
Self-Employed  August 2009 - Present
UVA Lorna International Center   August 2013 - August 2014
University of Virginia  June 2011 - July 2014
U.S.A. Pavilion, World Expo 2012   May 2012 - August 2012
Lindt & Sprungli  May 2011 - August 2011
BarbWired LLC. Event Planning   November 2008 - May 2009

Skills
Korean, Spanish, French, Italian, Mandarin, Piano Performance, English, PowerPoint, Writing, Word, Microsoft Office, Editing, Event Management, Tutoring, International Relations, Microsoft Word

Education
University of Virginia   2010 — 2014
Bachelor of Arts (B.A.), English Language and Literature, General

Université Lumière (Lyon II)   2013 — 2013
Exchange Student

Institut d'Etudes politiques de Lyon   2013 — 2013
Exchange Student

고려대학교 / Korea University   2012 — 2012
Exchange Student

Albemarle High School   2008 — 2010

Indian Hill High School   2006 — 2008

Meyzeek Middle School

Experience
Trucost  September 2014 - Present
AJE - American Journal Experts  September 2013 - August 2014
CFA Institute   February 2011 - August 2014
MBDC (McDonough Braungart Design Chemistry)   July 2000 - February 2011
Columbia Power Technologies   August 2005 - October 2006
Sustainable Measures   October 1998 - June 2000
Second Nature  July 1996 - June 2000

Skills
Sustainability, Corporate Social..., Sustainable Business, Sustainability Reporting, Environmental Policy, Sustainability..., Stakeholder Engagement, Environmental Awareness, Project Management, Carbon, Research, Life Cycle Assessment, Strategic Planning, Social Entrepreneurship, Environmental..., Management, Change Management, Program Management, Sustainable Development, Leadership, Environmental Issues, Strategy, Corporate Sustainability, Recycling, Green Building, Climate Change, Carbon Markets, Energy, Sustainable Energy, Business Development, Continuous Improvement, Energy Efficiency, Cleantech, Waste Management, Performance Measurement, Auditing, Carbon Management, Vision Setting, Corporate Partnership..., Decision Support, Energy Policy, Message Development, Editing, Educational Materials, Database Design &..., Carbon Footprinting

Education
James Madison University   2005 — 2010
MBA (College of Business)

Duke University   1994 — 1996
Master of Environmental Management, Resource Economics and Policy (Nicholas School of the Environment)

The College of William and Mary   1989 — 1993
B.S. & B.A., Environmental Science & Public Policy Analysis

Experience
Raj Soin College of Business, Wright State University   July 2012 - Present
CFA Institute   January 2013 - Present
CFA Institute   September 2001 - Present
Financial Analysts Journal   January 2011 - January 2013
Board of Baltimore CFA Society   July 2011 - July 2012
Towson University  July 2009 - June 2012
Stalla Review for the CFA Exam   June 2008 - July 2009
Towson University  July 2007 - May 2008
Towson University  July 2006 - July 2007
Loyola College in Maryland  July 2004 - June 2006

Skills
Research, Economics, Curriculum Design, Corporate Governance, Teaching, Editorial, Corporate Finance, Financial Analysis, Higher Education, Equities, Equity Research, Investments, Statistics, Asset Management, Financial Modeling, Derivatives, Strategic Planning, Leadership, Public Speaking, Capital Markets, Valuation, Fixed Income, Portfolio Management, Finance, Quantitative Analytics, Analysis

Education
CFA Institute   1999 — 2001
Chartered Financial Analyst, Finance and Financial Management Services

Florida State University - College of Business   1993 — 1997
Ph.D., Finance - Corporate Governance

Florida State University   1991 — 1992
Bachelor of Science (B.S.), Finance and Economics

St Paul's School Lam Tin   1976 — 1985
Matriculation, Chinese Language and Literature

Experience
BMO Capital Markets  May 2015 - Present
CFA Institute   September 2014 - Present
TD Securities  May 2013 - April 2015
CFA Institute   September 2011 - August 2014
BMO Financial Group  May 2010 - April 2013
BMO Capital Markets  May 2012 - August 2012

Skills
Fixed Income, FX Options, Equities, Structured Products, Money Market, Financial Modeling, Bloomberg, Financial Analysis, Derivatives, Portfolio Management, Investments, Valuation, Capital Markets, Corporate Finance, Financial Markets, Asset Managment, Mutual Funds, Bloomberg Terminal, Investment Banking, Investment Strategies, Trading, Risk Management

Education
Concordia University   2011 — 2014
MBA, Investment Management

McGill University   2007 — 2010
Bcom, Finance

Experience
Charter Trust  2000 - Present
CFA Institute   1996 - Present
Banknorth Group  1994 - 2000
State Street Global Advisors  1993 - 1994
Embrace Home Loans  1990 - 1993
Citi  1989 - 1991

Skills
Private Wealth..., Fixed Income Analysis, Equity Analysis, Asset Managment, Portfolio Management, Wealth Management, Investments, Fixed Income, Financial Analysis, Alternative Investments, Investment Strategies, Valuation, Financial Modeling, Investment Management, Equities, Wealth Management..., Credit, Asset Management, High Net Worth..., Estate Planning, Asset Allocation, Banking, Mergers & Acquisitions, Investment Banking, Financial Advisory, Private Equity, Institutional..., Strategic Financial..., Bonds, Fund Of Funds, Equity Research, Investment Advisory, Series 7, Trust Services, Hedge Funds, Mutual Funds, Family Office, Trust Management, Equity Valuation, Wealth, Funding, Securities, Trusts, Structured Products, Hedging, Capital Markets, Bloomberg, Finance, Risk Management

Education
Dartmouth College   1978 — 1982
AB

Trinity International University   1983 — 1986
MA

Blake School   1974 — 1978
High School

Experience
CFA Institute   October 2010 - Present
Augusta Management LP   May 2006 - Present
CSI Global Education Inc.  June 2009 - June 2010

Skills
Investments

Education
Humber College
Business Management

Experience
American Kennel Club  May 2014 - December 2014
CFA Institute   August 2013 - May 2014
The American Kennel Club   May 2010 - January 2013
American Kennel Club  September 2009 - May 2010
Payment Processing, Inc  March 2009 - February 2010
Hospice of Wake County  May 2008 - December 2008

Skills
Customer Service, Microsoft Office, Event Management, Administrative Support, Organizing, Event Planning, Administrative..., Outstanding time..., Office Management, Time Management, Fundraising, Public Relations, Marketing, Nonprofits, Project Planning, Microsoft Excel, Social Networking, Salesforce.com, Sales, Community Outreach, Social Media Marketing, Public Speaking, Press Releases, Social Media, PowerPoint, Leadership, Research, Microsoft Word

Education
Elon University   2004 — 2008
Bachelor of Arts, Sociology, Anthropology

Experience
CFA Institute   November 2009 - Present
GE Asset Management  August 2000 - August 2007

Skills
Marketing, Advertising, Program Management

Education
Emmanuel College

Experience
CFA Institute   January 2010 - Present
The Sage Solutions Group   December 2008 - December 2009
IT Advantage   December 2007 - December 2008
STARLAW   May 2008 - November 2008
Hunton & Williams  1997 - 2008
Hunton & Williams  1990 - 1997
Hunton & Williams  1989 - 1990
Lan Systems, Inc (Richmond, Va)   1989 - 1990
Dardick Computer Systems   1986 - 1989

Skills
Project Management, Knowledge Management, Business Process..., ITIL, Management, Change Management, Process Improvement, Program Management, Strategy, Business Process, Disaster Recovery, Contract Negotiation, Integration, Cloud Computing, Leadership, Enterprise Software, IT Service Management, CRM, Data Center, Professional Services, SharePoint, Information Technology, Consulting, Start-ups

Education
Massachusetts Institute of Technology - Sloan School of Management   2014 — 2014
Building Game Changing Organizations - Aligning Purpose, Performance and People, Management and Leadership

Center for Creative Leadership   2011 — 2011
Week long fully immersive senior leadership level skills development experience., Organizational Leadership, Completed

Virginia Commonwealth University - School of Business   1984 — 1991
Masters, Business and Information Systems

Old Dominion University   1980 — 1983
Bachelor of Arts, English

INSEAD
(1) Generating Oranisational Buy In / (2) Managing People / Managing Yoursefl, Organizational Leadership, Online Courses - In progress

Experience
STAPLES Canada  July 2009 - Present
U.S. Department of State   August 2013 - January 2014
CFA Institute   June 2010 - June 2013
Dawson College  August 2008 - September 2008

Skills
Social Media, Teamwork, Event Planning, Customer Service, Leadership, Public Relations, Microsoft Office, PowerPoint, English, Microsoft Excel, Time Management, Public Speaking, Microsoft Word, Research, Team Leadership, Event Management, Photoshop, Windows, Marketing Communications, French, Retail, Social Networking, Editing, Training, Sales, Inventory Management, Merchandising, Management, Nonprofits, Customer Relations, Adobe Indesign, InDesign

Education
Concordia University   2014 — 2015
Diploma, Public Relations

Concordia University   2009 — 2014
Bachelor of Arts (B.A.), School of Community, Public Affairs and Policy Sudies

Dawson College   2007 — 2009
DEC, Modern Languages

Experience
CFA Institute   July 2014 - Present
CFA Institute   June 2013 - July 2014
Barnes and Noble at Elon University   May 2012 - May 2013
Greensboro Coliseum Complex  February 2013 - April 2013
Leigh Pearce Weddings   May 2012 - April 2013
Student Alumni Council  November 2011 - November 2012
The Nook   May 2010 - May 2012
Sweeley Estate Winery   May 2010 - August 2010

Skills
Social Media, Event Planning, Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, Accounting, Facebook, PowerPoint, Public Speaking, Event Management, Customer Service, Management, Blogging

Education
Elon University   2009 — 2013
Bachelor of Science, Sport and Event Management, Summa Cum Laude

Experience
CFA Institute   September 2007 - Present
PQMResearch   February 2001 - September 2007
Principal Global Investors  January 2000 - June 2003
Bankers Trust Company  1996 - 1998
Mitchell Hutchins Asset Management  1993 - 1996
Calvert Group  1980 - 1983

Skills
Investments, Investment Management, Capital Markets, Investor Relations, Strategic Planning, Social Media, Corporate Governance, Asset Managment, Blogging, Alternative Investments, Portfolio Management, invest, Relationship Management, Global Client Management, Hedge Funds, Investment Strategies, Asset Allocation, Equities, Wealth Management, Investment Advisory, Asset Management, Financial Markets, Institutional..., Fixed Income

Education
University of Medicine and Dentistry of New Jersey   2005 — 2009
MPH, Health Systems and Policy

Cornell University - Johnson Graduate School of Management   1983 — 1985
MBA, Finance, Ops research

The George Washington University   1979 — 1981
BA, Political Science

University of Vermont

University of Vermont

Experience
CFA Institute   August 2014 - Present
GE Intelligent Platforms  July 2012 - August 2014
GE Intelligent Platforms  March 2011 - July 2012
GE Intelligent Platforms  July 2010 - March 2011
Johnson & Johnson  June 2008 - August 2008
SNL Financial  January 2006 - July 2007
SNL Financial  July 2004 - December 2005
SNL Financial  July 2003 - July 2004

Skills
Cross-functional Team..., Marketing Strategy, Marketing, CRM, Salesforce.com, Competitive Analysis, Analysis, Marketing Management, Strategic Planning, Marketing Operations, Segmentation, Project Management, Finance, Marketo, Sales, Spanish, Integrated Marketing..., Product Management, Business Strategy

Education
Georgetown University - The McDonough School of Business   2007 — 2009
MBA, Marketing

James Madison University   1999 — 2003
BBA, Finance

Experience
Rooney & Associates   January 2015 - Present
CFA Institute   October 2009 - January 2015
Freelance  April 2008 - November 2009
Institute for Private Investors  August 2007 - April 2009
Institutional Investor magazine  September 2006 - August 2007
Rodale  March 2006 - August 2006
HNW, Inc.   July 2003 - March 2006
Sandow Media (previously Worth Media LLC)   February 2000 - April 2003
Time Inc.  1998 - August 1999

Skills
Social Media, Editorial, Blogging, Editing, Strategic Planning, Content Management, Product Development, Digital Media, Social Networking, Publishing, Mobile Applications, Content Strategy, Digital Strategy, Copy Editing, Copywriting, Publications, Nonprofits, Investments, Marketing, Strategy, Integrated Marketing, New Media, Facebook, Newsletters, Online Publishing, Feature Articles, Magazines, Multimedia, Online Marketing, Strategic Communications, Corporate Communications

Education
Columbia University - School of International and Public Affairs   1996 — 1998
Master's Degree, International Affairs

Université Paris-Sorbonne   1995 — 1996
Diplôme, études de civilisation française

University of Virginia   1990 — 1993
B.A., Government, minor in French Language & Litterature

Carlynton   1985 — 1989
High School Diploma

Experience
CFA Institute   September 2010 - Present
Castle Hall Alternatives  January 2007 - Present
Amber Partners   2004 - 2005
UBP Asset Management (Bermuda) Ltd.   May 2001 - June 2004
The Atlantic Philanthropies  1997 - 2001
Deloitte  1991 - 1994

Skills
Alternative Investments, Operational Due..., Asset Management, Hedge Funds, Due Diligence, Capital Markets, Private Equity, Leadership, Investments, Equities, Fixed Income, Fund Of Funds, Mutual Funds, Finance, Valuation, Securities, Corporate Governance, Financial Services

Education
University of Durham   1988 — 1991
BA, History and Economics

Experience
Pfizer  November 2014 - Present
CFA Institute   May 2014 - November 2014
North Carolina State University  January 2014 - May 2014
Genworth Financial  November 2011 - July 2013
BrownGreer PLC  August 2010 - November 2011
SagePoint Financial  May 2010 - August 2010

Skills
Portfolio Management, Retirement Planning, Life Insurance, Finance, Long-term Care, Data Analysis, Asset Allocation, Investments, Mutual Funds, Business Analysis, Big Data, Cross-functional Team..., Business Strategy, Public Speaking, Analysis, Microsoft Office, Customer Service, Leadership, Microsoft Excel, PowerPoint, Marketing, Financial Analysis

Education
North Carolina State University   2013 — 2015
Master of Business Administration (M.B.A.), Finance

Hampden-Sydney College   2006 — 2010
BA, Economics and Commerce

Experience
Nankai University  September 2011 - January 2012
CFA Institute   December 2011 - December 2011
Northeast Asia Economic Forum, Honolulu, Hawaii   July 2011 - August 2011
Northeast Asia Economic Forum   July 2011 - August 2011
China Development Bank Securities   January 2011 - February 2011

Skills
SAS Certified Base..., MATLAB, Visual C++, EXCEL VBA, Professional..., PowerPoint, MindManager, Eviews, Stata, SPSS, R, ArcGIS

Education
University of California, Los Angeles   2014 — 2019
Doctor of Philosophy (Ph.D.), Economics

Columbia University in the City of New York   2012 — 2014
Master's Degree, Operations Research and Economics, 3.87/4.0

Nankai University   2008 — 2012
Bachelor of Economics, Financial Engineering, 3.8/4.0

Experience
Contra Costa County  December 2014 - Present
CFA Institute   2011 - Present
SDWP, Inc   November 2012 - December 2014
SDWP, Inc   October 2006 - October 2012
US Department of the Treasury  September 2005 - December 2006
GE Capital  2004 - 2004
HEC Montreal  January 2003 - December 2003
McDonald's Corporation  August 1999 - September 2001
McDonald's Restaurants of Canada Limited  January 1998 - July 1999

Skills
Financial Analysis, Valuation, Corporate Finance, Financial Modeling, Forecasting, Accounting, Strategic Financial..., Internal Controls, Cash Flow, Auditing, Budgets, Portfolio Management, Managerial Finance, Investments, Finance, Strategic Planning, Due Diligence, Economics, Variance Analysis, Financial Reporting, Cost Accounting, Analysis, Risk Management, Derivatives, Talent Management, Procurement Contracts, Public Procurement, Strategic Human..., compliance, Leases, Employee Training, Professional Mentoring, Leadership, Policy, Payroll, GAAP, Human Resources, Training, Accounts Receivable, Performance Management, Accounts Payable, Contract Negotiation, Mergers & Acquisitions, Internal Audit, Tax, Financial Planning

Education
Université de Montréal - HEC Montréal   2001 — 2003
Master of Science, Finance

HEC Montréal   1995 — 1999
Bachelor of Business Administration, Finance & Economics

UCLA Anderson School of Management   2010 — 2010
Executive Program Certificate, Executive Education, Management and Leadership Strategies in a Global Economy

University of California, Los Angeles - The Anderson School of Management   2013 — 2013
Advanced Human Resources Certificate, Executive Education, Human Resources Management/Personnel Administration, General

Experience
Currier Museum of Art  October 2010 - Present
State Street Global Advisors SPDR ETF Mutual Funds   May 2010 - Present
Public Employees Retirement System of Idaho   April 2010 - Present
Affiliated Managers Group (AMG)   March 2010 - Present
CFA Institute   June 2014 - January 2015
Fidelity Investments  January 2008 - February 2009
Fidelity Investments  January 2007 - January 2008
Fidelity Investments  May 2005 - January 2007
Fidelity Investments  November 2004 - May 2005
Fidelity Investments  August 1993 - November 2004

Skills
Mutual Funds, Fixed Income, Equities, Investments, Asset Management, Corporate Finance, Portfolio Management, Leadership, Financial Advisory, Hedge Funds, Asset Allocation, Separately Managed..., Capital Markets, Bonds, Management, Financial Modeling, Strategy, Investment Strategies, Alternative Investments, Investment Management

Education
The Ohio State University Fisher College of Business   1976 — 1978
MBA, Finance

Denison University   1972 — 1976
BA, Economics

Experience
FleishmanHillard  March 2011 - Present
CFA Institute   November 2006 - March 2011
CFA Institute   January 1996 - January 2006
Virginia House of Delegates  August 1993 - January 1996

Skills
Corporate Communications, Public Relations, Strategic Media..., Communications Planning, Crisis Communications, Social Media, Measurement Tools, Nonprofits, Editing, Community Outreach, Executive Visibility, Personnel Management, Public Policy, Management, Thought Leadership

Education
University of Mary Washington   1989 — 1993
BA, Political Science

Harvard Business School Executive Education
Executive Education, Global Strategic Management

Experience
NATIONAL CHERRY BLOSSOM FESTIVAL, INC.   2015 - 2015
JAE HOSPITALITY CORP   2013 - 2015
CFA INSTITUTE   2011 - 2012
SOLIDARIDAD NETWORK   2011 - 2011
HOMELAND PROTECTION INSTITUTE (HPI)   2009 - 2009
CFA INSTITUTE   January 1999 - November 2006

Skills
Strategic Planning, Non-profits, Project Management, Program Management, Strategy, Research, Business Strategy, International Relations, Business Planning, Management Consulting, Market Research, Economics, Nonprofits, Policy, Portfolio Management, Corporate Social..., Corporate Finance, Financial Modeling, Social Impact, Cross-functional Team..., Finance, Negotiation, Risk Management, Sustainability, Change Management

Education
Hult International Business School   2010 — 2011
MA, International Relations, summa cum laude

College of Charleston   1991 — 1994
BS, Business Administration, Finance

Converse College   1989 — 1992

Experience
Deloitte  August 2014 - Present
CFA Institute   June 2014 - Present
Governmental Accounting Standards Board (GASB)   July 2013 - June 2014
Office of the Governor, State of Texas  September 2012 - May 2013
The Leukemia & Lymphoma Society  May 2012 - August 2012
PwC  January 2012 - March 2012
KPMG  June 2011 - August 2011
Kanakuk Kamps  May 2009 - July 2009

Education
The University of Texas at Austin - The Red McCombs School of Business   2012 — 2013
Master in Professional Accounting, Accounting and Finance

ESCP Europe   2013 — 2013
International Accounting

University of Georgia - Terry College of Business   2008 — 2012
Bachelor of Business Administration (BBA), Accounting & Int'l Business, Minor in Spanish, Certificate in Personal & Organizational Leadership

Oxford University   2010 — 2010
International Business

Highland Park High School   2004 — 2008

Experience
Technical Career Institutes (TCI College of Technology)   July 2012 - Present
CFA Institute   March 2009 - July 2012
American Academy of Ophthalmology  April 2000 - August 2008
Oklahoma City University  May 1998 - April 2000
Chinese Culture University  April 1997 - April 1998
Mercy College  July 1995 - March 1997
Manhattan School of Music  November 1993 - June 1995
Houghton College  June 1985 - October 1993
Date below is a place holder, see the dates next to each consulting experince.   June 1985 - January 1993

Skills
E-learning Development, Online Training, Instructional Design, Distance Learning, Adult Education, Blended Learning, Instructional Technology, Curriculum Design, CME, Educational..., Program Design, Program Management, Higher Education, Learning Management, ADDIE, Educational Technology, Tutoring, E-Learning, Multimedia, Learning Management..., Performance Improvement, Project Management, Content Development, Training, Social Media, Leadership, Strategy, Coaching, Research, Teaching, Web 2.0, Captivate, Needs Analysis, Management, Camtasia, Leadership Development, Moodle, Curriculum Development, Workshop Facilitation, Organizational Learning, Performance Consulting, Staff Development, Hands-on Training, Lectora, Courses, Training Delivery, Knowledge Management, Technical Training, Adult Learning Theory, Technical Writing

Education
State University of New York at Buffalo   1997 — 1999
M.Ed, Instructional Communications

Houghton College   1982 — 1985
BS, Business Administration

Experience
Ryan  February 2014 - Present
Walgreens  June 2006 - January 2014
Ferris State Financial Management Association   May 2012 - May 2013
Ferris State Accounting Association   May 2012 - May 2013
CFA Institute   October 2012 - February 2013
Ferris State Men's Lacrosse   August 2012 - January 2013
Ferris State Men's Lacrosse   August 2010 - May 2012
Ferris State Men's Lacrosse   October 2009 - May 2010

Skills
Microsoft Access, Accounting, Financial Accounting, Microsoft Excel, Microsoft Word, Budgets, Planning, Public Speaking, Managerial Finance, Project Planning, Financial Management, Word, Event Planning, Business Analysis, Budgeting, Excel, Statistics, Presentations

Education
Ferris State University   2010 — 2013
Bachelor of Science (B.S.), Accounting, Public Accounting; Finance (minor)

Ferris State University   2009 — 2010
Bachelor of Science (B.S.), Biology/Pre-Medicine Concentration, Sophomore

Michigan State University   2008 — 2009
Bachelor of Science (B.S.), Pre-Medicine/Pre-Medical Studies, Freshman

West Ottawa

Experience
Wells Fargo Advisors  July 2015 - September 2015
Syracuse University  August 2014 - May 2015
CFA Institute   November 2013 - April 2014
China Merchants Bank  June 2013 - August 2013
MassMutual Financial Group  July 2010 - September 2010

Skills
Microsoft Excel, Mutual Funds, Team Leadership, VBA, Financial Modeling, Bloomberg, Equity Valuation, SPSS, EViews, R

Education
Syracuse University - Martin J. Whitman School of Management   2013 — 2015
Master's degree, Finance, General, 3.83/4.00

East China Normal University   2009 — 2013
Bachelor's Degree, Finance, General

Experience
CFA Institute   February 2014 - Present
Martha Jefferson House   February 2014 - March 2014
CFA Institute (through Adams and Garth Staffing)   January 2013 - February 2014
UVA Health System  July 2012 - December 2012
Novant Health - Prince William Hospital   April 2011 - June 2012
Region Ten Community Services Board  September 2008 - March 2011
Pinnacle Construction & Development Corp.   September 2007 - September 2008

Skills
Human Resources -..., Onboarding, FMLA, Applicant Tracking..., Employee Relations, Human Resources, PeopleSoft, New Hire Orientations, PowerPoint, Employee Benefits, Microsoft Word, HR Policies, I-9 Compliance, Recruiting, Healthcare, College Recruiting, ADP Payroll, Microsoft Excel, Customer Service, Teaching, Interviews, Policy, Organization, Coordinating Events, Project Coordination, Workday, Training, Management, Hiring, Social Media Recruiting, Event Planning, Resume Writing, Screening, Benefits Negotiation, Sourcing, Payroll, Temporary Staffing, Employee Wellness..., Taleo, Deferred Compensation, Benefits Administration, Time Management, HRIS, Performance Management, Temporary Placement, Job Fairs, Employee Engagement, Talent Management, Succession Planning, Technical Recruiting

Education
Cornell University   2008 — 2009
Certificate, Human Resources Studies

Virginia Commonwealth University   1992 — 1995
Bachelor's degree, Interdisciplinary Studies in Science - Biology Concentration

Virginia Commonwealth University-School of Education   1992 — 1995
Master's degree, Middle School Teaching

Piedmont Virginia Community College   1989 — 1992
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies

Experience
CFA Institute   September 2014 - Present
CFA Institute   March 2012 - August 2014
CFA Institute   February 2011 - March 2012
CFA Institute   July 2008 - February 2011
CFA Institute   January 2006 - July 2008
CFA Institute   January 2005 - January 2006
Gibbs & Holmes, Attorneys at Law   April 2003 - May 2004

Skills
Leadership, Brand Awareness, Marketing Communications, Corporate Communications, Investments, Strategic Partnerships, Portfolio Management, Valuation, Fixed Income, Brand Management, Asset Allocation, Strategic Communications, Integrated Marketing, Social Media Marketing, Bloomberg, Investment Management, Investment Strategies, Marketing Research, Event Management, Corporate Finance, Public Relations, Economics, Project Management, Capital Markets, Equities, Financial Modeling, Brand Communication, Brand Equity, Change Communication, Conference Management, Corporate Blogging, Presentation Development, Special Events, Asset Management, CRM

Education
Virginia Commonwealth University   2009 — 2010
M.S., Strategic Public Relations (Robertson School of Media & Culture), 4.0

Georgetown University   2004 — 2004
Certificate in Paralegal Studies approved by the American Bar Association

College of Charleston   2000 — 2004
B.A., French Language & Literature, Spanish (School of Languages, Cultures, & World Affairs), 3.9

Experience
William and Mary School of Law  August 2012 - Present
William and Mary School of Law  August 2010 - August 2012
NAREIT  June 1998 - December 2000
Perrin Quarles Associates  April 1997 - May 1998
CFA Institute   August 1995 - April 1997

Skills
Legal Writing, Legal Research, Legal Documents, Public Policy, Non-profits, Government, Courts, Nonprofits

Education
University of North Carolina School of Law   1990 — 1993
JD

Duke University   1986 — 1990
A.B., English

Experience
CFA Institute   November 2011 - Present

Skills
Public Speaking, Higher Education, Non-profits, Fundraising, Event Planning, Student Development, Community Outreach, Research, Program Development, Editing, Grant Writing, Student Affairs, Nonprofits, Volunteer Management, Event Management, Leadership Development, Social Media, Leadership, Strategic Communications, Strategic Planning, Management, Project Management, Strategy, Budgets, Marketing, Analysis, Team Leadership, Public Relations, Entrepreneurship, Social Networking, Time Management, Qualitative Research, Training, SPSS, Marketing Communications, Program Management, PowerPoint

Education
Harvard University

University of Virginia   2000 — 2007
Ph.D.

Wake Forest University   1998 — 2000
M.A.Ed.

Elon University   1994 — 1998
B.A.

Montgomery Blair High School   1990 — 1994
diploma

Experience
The Scripps Research Institute - Florida campus  February 2014 - Present
CFA Institute   November 2013 - Present
Columbia University  August 2010 - Present
Cactus Communications  May 2013 - March 2014
Columbia University in the City of New York  August 2010 - June 2012

Skills
Organic Chemistry, Total Synthesis, Pharmaceutical Industry, Healthcare, Drug Discovery, C++, Stata, R, Statistics, Biochemistry

Education
Columbia University in the City of New York   2010 — 2015
Ph.D., Chemistry

Peking University   2007 — 2010
B.S., Economics

Peking University   2006 — 2010
B.S., Chemistry

No. 2 High School of East China Normal University   2003 — 2006

Experience
CFA Institute   May 2012 - Present
University of Wisconsin Oshkosh  September 1990 - Present
CFA Institute   May 2012 - June 2012
CFA Digest   January 2006 - June 2012
CFA Institute   February 2008 - March 2010
Schweser Study Program   March 2005 - March 2008
University Goods and Services   March 1983 - November 1987
ARA/Smiths Transfer   June 1985 - July 1986
MGH Inc.  1976 - 1985

Skills
Valuation, Portfolio Management, Enterprise Risk..., VAR, Market, Bankruptcy, Multinational, Finance, Financial Analysis, Investments, Economics, Risk Management, Financial Modeling, Microsoft Excel, Financial Reporting, Asset Management, Business Statistics, Equity Valuation

Education
Florida State University   1986 — 1990
Ph.D., Finance

James Madison University   1979 — 1985
BBA and MBA, Accounting and Finance

Experience
CFA Institute   September 2014 - Present
CFA Institute   July 2014 - August 2014
CFA Institute   May 2014 - July 2014
Perrone Robotics   January 2013 - January 2014
Wild Wing Cafe  2012 - 2013
Deltek  October 2011 - March 2012
MCG Capital  January 2011 - June 2011
TuSuva Body and Skin Care   September 2010 - January 2011
Kyoto Japanese Steak House   August 2008 - December 2010
Choice Hotels International  January 2007 - July 2010

Skills
Microsoft Office Suite..., Web-based property..., OpenTable floor..., Adobe Creative Suite, Food & Beverage, Microsoft Office, Hotels, Food, Customer Relations, Event Planning, Customer Service, Hospitality, Event Management, Tourism, Social Media, Excel, Administration, Outlook, Teamwork, Negotiation, Restaurants, Word, Scheduling, Online Marketing, Administrative Support, Problem Solving, Social Networking, Supervisory Skills, Hospitality Management, Access, Hospitality Industry, Customer Satisfaction, Management, Budgets, Microsoft Excel

Education
James Madison University   2005 — 2010
BBA, Hospitality and Tourism Management, International Business, Marketing Concentration

University of Antwerp   2007 — 2007
European Studies Concentration, Business

George Mason High School   2004 — 2005
International Baccalaureate Diploma

International Baccalaureate   2003 — 2005
IB Diploma

Henrico High School   2003 — 2003
International Baccalaureate

59

Experience
CFA Institute   September 2011 - November 2012
the Free and Open Source Alliance   August 2008 - August 2012
Jamco-JADE, Pte. Ltd   February 2007 - July 2007
GL Trade SA   January 2006 - June 2006
Profantasy Software Ltd   January 2004 - August 2005
University of Virginia  June 2000 - August 2002
Piedmont Virginia Community College  October 2001 - July 2002
University of Virginia  April 1997 - August 1998
Cavalier Computers, University of Virginia Bookstore, University of Virginia   August 1993 - April 1997
University of Virginia  March 1989 - March 1993

Skills
Technical Writing, FrameMaker, Software Documentation, Content Management, Programming, Windows, Instructional Design, Technical Support, Research, Troubleshooting, Microsoft Office, Computer Hardware, Quality Assurance, Network Administration, Servers, Project Management, Linux

Education
University of Virginia   1998 — 2002
Master of Engineering, Engineering Physics

Florida State University
B. S., Physics and Mathematics

Experience
Vermont State Colleges  2006 - Present
CFA Institute   2010 - Present
Goldman Sachs Electronic Trading   1999 - 2002
PwC  1990 - 1993

Skills
Teaching, Higher Education, Curriculum Design, Curriculum Development, Research, Lecturing, Educational Technology, Public Speaking, University Teaching, Data Analysis, Financial Analysis, Finance, Financial Accounting, Equity Trading

Education
McGill University   2000 — 2002
Master of Business Administration (MBA), Finance

Fundação Armando Alvares Penteado   1990 — 1994
Bachelor of Business Administration (B.B.A.)

Lysimaco Ferreira da Costa
K-12

Experience
CFA Institute   September 2014 - Present
CFA Institute   2000 - Present
Lowry Computer Products  August 1999 - June 2000

Skills
Portfolio Management, Investments, Asset Management, Financial Analysis, Financial Modeling, Equities

Education
Eastern Michigan University   1999 — 2000
International Business

Oakland University   1982 — 1987

Experience
CFA Institute   September 2007 - Present
University of Virginia Medical Center  May 2003 - January 2006
University of Virginia  April 1999 - May 2003
University of Virginia Medical Center  February 1996 - April 1999
Freddie Mac  1995 - 1996
PricewaterhouseCoopers  1990 - 1995

Skills
Auditing, Corporate Finance, Financial Reporting, Risk Management, Finance, Financial Analysis, Financial Accounting, Accounting, Financial Modeling, US GAAP, IFRS, Management

Education
George Mason University   1978 — 1983

Experience
University of Rhode Island  July 2001 - Present
CFA Institute   May 2000 - February 2014
Rotary Club of Wakefield, RI USA   1987 - 2014

Skills
Operations Research, Portfolio Management, Decisiona Analysis, Strategic Decisions and..., Investments, Valuation, Risk Management, Ethics, Management, Business Strategy, Equities, Economics, Corporate Finance, Finance, Quantitative Analytics, Mutual Funds, Financial Analysis, Bloomberg, Financial Modeling, Analysis, Alternative Investments, Capital Markets, Equity Valuation, Fixed Income, Investment Management, Modern Portfolio Theory

Education
Indiana University - Kelley School of Business   1969 — 1972
Doctor of Business Administration, Industrial Engineering and Production Management

Western University   1965 — 1968
B.A., Economics

Experience
DeJarnette Investment Advisors   2000 - Present
CFA Institute   2009 - 2010
University of Missouri System  1989 - 2009

Skills
Asset Allocation, Factset, Investment Strategies, Alternative Investments, Fixed Income

Education
Harvard Business School   1982 — 1982
PMD, General

University of Missouri-Columbia   1963 — 1966
BSBA, Finance

Stephens College   1961 — 1963
AA, Applied Music, Math

Experience
Northern Trust Corporation  November 2014 - Present
Northern Trust  December 2010 - October 2014
Grant Partners, LLC   June 2003 - December 2010
CFA Institute   2008 - 2010
Holland Capital Management  June 2004 - June 2006
Capri Capital Advisors, LLC   October 2001 - June 2003
UBS Global Asset Management/Brinson Partners   October 1987 - January 2001

Skills
Asset Management, Investment Products, Financial Management, Strategy Development, Organizational..., Institutional Marketing, New Business Development, Sales Management, Client Services, Marketing..., Investments, Asset Managment, Private Equity, Strategy, Marketing, Managerial Finance, Financial Services, Investment Management, Due Diligence, Financial Modeling, Alternative Investments, Portfolio Management

Education
Harvard Business School   1983 — 1985
MBA

Dartmouth College   1973 — 1977
AB

Experience
Wells Fargo Home Mortgage  May 2012 - Present
City of Ketchum  March 2012 - June 2012
Zions Bank  March 2011 - May 2012
Coulter Properties   October 2009 - March 2011
D. L. Evans Bank   May 2009 - March 2011
CFA Institute   December 2010 - December 2010
Sun Valley Group, Ltd.   May 2005 - October 2009
First Bank of Idaho  October 2007 - May 2009
The Cellar Pub   September 2001 - March 2006

Skills
Financial Analysis, Banking, Underwriting, Loans, Real Estate, Mortgage Lending, Mortgage Banking, Residential Mortgages, Credit, Commercial Real Estate, Commercial Lending, Loan Origination, Small Business Lending, Investments, Refinance

Education
Colgate University   1994 — 1999
BA, English Literature

Kingswood-Oxford School   1987 — 1994

Experience
CFA Institute   June 2005 - Present
GovernanceMetrics International   2002 - 2005
Noonan Russo Communications  September 2000 - May 2002

Skills
Corporate Governance, Capital Markets, ESG, Investor Relations, Policy, Project Management, Risk Assessment, Financial Markets, Governance, Investments, Asset Managment, Risk Management

Education
Georgia State University   1997 — 1999
MBA, Finance

University of Notre Dame   1991 — 1995
BA, Communications and English

Experience
ACA Performance Services  March 2014 - Present
CFA Institute   2010 - Present
Deloitte & Touche  September 2000 - March 2014
Credit Suisse Asset Management  1998 - September 2000
Warburg Pincus Asset Management  July 1997 - September 2000
Stein Roe & Farnham  December 1995 - July 1997
Furman Selz  September 1994 - December 1995
Oppenheimer Capital  February 1993 - September 1994

Skills
Investment Management, Asset Managment, Mutual Funds, GIPS, Investment Performance, Auditing, Hedge Funds, Alternative Investments, Private Equity, Fund Of Funds, Equities, Investments, Performance Measurement, Investment Advisory, Fund Accounting, Risk Management, Operational Risk, Internal Controls, Client Services, Asset Management, Financial Services, Fixed Income, Management Consulting

Education
Hofstra University   1989 — 1992
Bachelor of Business Administration (BBA), Accounting

Sachem

Experience
Inovalon  May 2014 - Present
CGI  August 2013 - August 2014
CGI  June 2007 - August 2012
AEM  September 2006 - May 2007
CFA Institute   May 2006 - September 2006

Skills
Software Project..., Visio, Requirements Analysis, CMMI, Business Analysis, Requirements Gathering, Program Management, Testing, SharePoint, Business Process, Project Management, SDLC, Integration, Process Improvement, Management, System Testing, Agile Methodologies, Six Sigma, Business Process..., Requirements Management, Metrics, Project Portfolio..., ITIL, Business Requirements, Software Documentation, Project Delivery, User Acceptance Testing, Business Process..., Scrum, Software Quality...

Education
George Mason University   2014 — 2015
Master's degree, Healthcare Strategy and Health Informatics

University of Virginia   2000 — 2005
BS, Business

Experience
CFA Institute   April 2014 - Present
FINRA  December 2007 - April 2014
AARP Financial  September 2005 - December 2007
Securities & Exchange Commission  October 2003 - September 2005
Pendragon Asia Advisory   January 2002 - October 2003
The Pioneer Group, Inc  March 1995 - January 2002
The Enterprise Group, Inc   May 1990 - March 1995
Evaluation Associates  June 1989 - May 1990
Financial Service Corporation  December 1985 - June 1989
Deloitte  June 1982 - December 1985

Education
Harvard University   2000 — 2000
Executive Program, Financial

The Tuck School of Business at Dartmouth   1993 — 1993
Summer Program, Strategic Managment

Georgia State University   1979 — 1982
BS, Accounting

Experience
Neeley School of Business, Texas Christian University   August 2011 - Present
Disclosure Analytics, Inc   January 2005 - Present
Fordham University  May 2006 - August 2011
CFA Institute   1994 - 2005

Skills
Financial Reporting, Financial Modeling, Financial Analysis, Accounting, Valuation, IFRS

Education
New York University - Leonard N. Stern School of Business   1985 — 1993
PhD, MBA, Accounting

College of Saint Elizabeth   1966 — 1970
BA, Mathematics

Experience
CFA Institute   July 2012 - Present
BECU  2010 - 2012
Independent Consultant  2009 - 2010
PetSmart  2006 - 2009
Savers  2003 - 2006
Conseco  2001 - 2003
Choice Hotels International  2000 - 2001
Hilton Worldwide  1999 - 2000
USF&G/The St. Paul Companies   1992 - 1999

Skills
Executive Compensation, Benefits Design, HRIS, Executive Pay, Employee Benefits, Deferred Compensation, Workforce Planning, Human Resources, Leadership Development, Employee Engagement, Onboarding, Payroll, Compensation & Benefit, Talent Management, Performance Management, Succession Planning

Education
DePauw University   1988 — 1992
BA, Communication, Minor in English Literature

Experience
Federal Executive Institute  September 2010 - Present
Independent  August 2008 - Present
New York Journal of Books  October 2009 - June 2011
G&H Media   2003 - 2008
CFA Institute   2000 - 2003

Skills
Production, Video, Film, Digital Media, Writing, Editing, Video Production, Books, Video Editing, Final Cut Pro, Copywriting, Strategic Planning, Creative Writing, Project Management, Multimedia, Wireless Networking, Audio Visual Integration, Sound, Research, Leadership, Documentaries, Commercials, Videography, Screenwriting, Content Strategy, Marketing, Producing, Media Production, Storytelling, Final Cut Studio, Digital Video, Post Production, HD Video, Television, Camera, Film Production, Broadcast, New Media

Education
Concord University   1990 — 1992
BA

Experience
CFA Institute   1998 - Present
Sughrue Mion PLLC  1991 - 1998
Perkins Coie LLP  1990 - 1991

Education
Florida State University

Experience
CFA Institute   October 2014 - Present
FNEX LLC   July 2013 - October 2014
Daiwa Capital Markets America Inc.  2007 - 2012
Natixis  2004 - 2007
Swiss American Securities (sub. of Credit Suisse)   2003 - 2004
Nomura Securities International Inc.  1999 - 2003
Citibank, N.A.   1995 - 1999
CS First Boston  July 1993 - December 1994
Citibank, N.A.   1990 - June 1993

Skills
Series 7, Series 24, Series 63, Series 55, Equities, Fixed Income, Trading, Client Relationship..., Product Management, Derivatives, New Business Development, Capital Markets, Banking, Alternative Investments, Hedge Funds, ETFs, Financial Services, Securities Lending, Emerging Markets, Collateral Management, Asset Management, Financial Markets, Equity Trading, Bonds, Financial Structuring, Options, Funding, Finance, Securitization, Equity Derivatives, Prime Brokerage, Structured Products, Swaps, Bloomberg

Education
Columbia University - School of International and Public Affairs
Master's Degree, Global Economic and Political Development & International Finance and Banking

New York University - Leonard N. Stern School of Business
Bachelor of Science (BSc), cum laude, Economics

Experience
Chelsea Management Company   May 2011 - Present
CFA Institute   1997 - Present
OR Concepts Applied (ORCA)   1989 - Present
Intesa Sanpaolo SpA, Los Angeles   July 1988 - May 2010
The Industrial Bank of Japan, Ltd, LA Agency (now Mizuho)   February 1983 - June 1988
US Navy  October 1978 - October 1981

Skills
Portfolio Management, Risk Management, Credit Risk, Financial Analysis, Banking, Financial Modeling, Valuation, Credit Analysis, Corporate Finance, Investments, Asset Management, Loans, Fixed Income, Financial Markets, Finance, Commercial Banking, Bonds, Capital Markets, Equities, Securities, Derivatives, Investment Banking, Marketing

Education
Thunderbird School of Global Management
Masters of International Management

University of Michigan   1973 — 1977
BA

International Christian University   1975 — 1976
None

Experience
Valtec Associates Inc   June 2015 - Present
CFA Institute   December 2014 - Present
Valtec Associates, Inc.   March 2011 - Present

Skills
Financial Analysis, Finance, Financial Modeling, Microsoft Excel, Business Development, Analysis, Corporate Finance, Valuation, Accounting, Data Analysis

Education
University of Illinois at Urbana-Champaign
Bachelor's Degree, Political Science

Illinois State University
Second Bachelor's Degree, Finance, Major GPA: 3.8

Michigan State University College of Law

Experience
EY  March 2015 - Present
Colorado State University  September 2013 - May 2014
CFA Institute   September 2013 - January 2014
Summit Student Investment Fund - Colorado State University   January 2013 - May 2013
UBS  June 2011 - August 2012

Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Financial Statement..., Enterprise Valuation, Financial Econometrics, Microsoft PowerPoint, Statistical Software, Investment Management, Quantitative Investment..., Communication Skills, Sales Presentations, Bloomberg Terminal, Morningstar, Team Leadership, Bloomberg, PowerPoint, Public Speaking, Microsoft Word, Microsoft Office, Leadership

Education
Colorado State University   2013 — 2014
Master of Science, Financial Risk Management

Colorado State University   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Investment Analysis

Regis Jesuit High School   2005 — 2009