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
Sarad Davenport Sarad Davenport's CFA Institute Experience 2003 - 2007
Job Director, Charlottesville Promise Neighborhood
Industry Public Policy
Experience
City of Promise February 2012 - Present
KIPP DC 2009 - 2012
Region Ten CSB 2007 - 2009
CFA Institute 2003 - 2007
Skills
Public Speaking, Writing, Mentoring, Teaching, Event Planning, Fundraising, Nonprofits, Community Outreach, Program Development, Leadership, Instructional Technology, Staff Development, Team Building, Educational Technology, Non-profits, Strategy, Curriculum Development, Research, Volunteer Management, Community Development, Grant Writing, Leadership Development, Curriculum Design, Program Evaluation
Education
Virginia Union University 2006 — 2009
M.Div., Theology
Old Dominion University 1997 — 2001
B.S., Communication
City of Promise February 2012 - Present
KIPP DC 2009 - 2012
Region Ten CSB 2007 - 2009
CFA Institute 2003 - 2007
Skills
Public Speaking, Writing, Mentoring, Teaching, Event Planning, Fundraising, Nonprofits, Community Outreach, Program Development, Leadership, Instructional Technology, Staff Development, Team Building, Educational Technology, Non-profits, Strategy, Curriculum Development, Research, Volunteer Management, Community Development, Grant Writing, Leadership Development, Curriculum Design, Program Evaluation
Education
Virginia Union University 2006 — 2009
M.Div., Theology
Old Dominion University 1997 — 2001
B.S., Communication
Diana Lu Diana Lu's CFA Institute Experience October 2012 - February 2013
Job Business Reporter at World Journal
Industry Marketing and Advertising
Experience
World Journal July 2013 - Present
National Youth Development and Empowerment Centre (NYDEC) August 2012 - June 2013
Pittsburg State University August 2012 - May 2013
CFA Institute October 2012 - February 2013
Skills
Social Media, Advertising, Social Media Marketing, Microsoft Office, Marketing, Marketing Strategy, Marketing Communications, Microsoft Excel, Analysis, Business Analysis, PowerPoint, Market Research, Customer Service, Microsoft Word, Press Releases, Research
Education
Pittsburg State University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
South China University of Technology 2009 — 2011
Master's Degree, Marketing, Consumer Behavior
South China University of Technology 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
World Journal July 2013 - Present
National Youth Development and Empowerment Centre (NYDEC) August 2012 - June 2013
Pittsburg State University August 2012 - May 2013
CFA Institute October 2012 - February 2013
Skills
Social Media, Advertising, Social Media Marketing, Microsoft Office, Marketing, Marketing Strategy, Marketing Communications, Microsoft Excel, Analysis, Business Analysis, PowerPoint, Market Research, Customer Service, Microsoft Word, Press Releases, Research
Education
Pittsburg State University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
South China University of Technology 2009 — 2011
Master's Degree, Marketing, Consumer Behavior
South China University of Technology 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Sharla Hooper Sharla Hooper's CFA Institute Experience September 2005 - September 2006
Job Associate VP, Communications and Accreditation at Arizona Medical Association
Industry Nonprofit Organization Management
Experience
Arizona Medical Association April 2011 - Present
Arizona Medical Association October 2008 - Present
Arizona Medical Association October 2007 - October 2008
Arizona Medical Association January 2007 - October 2007
CFA Institute September 2005 - September 2006
James Madison University August 2002 - July 2005
Skills
Editing, Non-profits, Newsletters, Healthcare, Public Health, Nonprofits, Community Development, Publishing, Marketing, Teaching, Media Relations, Management, Accreditation, Program Development, Public Speaking
Education
James Madison University 2002 — 2004
MA, English
University of Richmond 2000 — 2002
Bachelor of Arts, English
J. Sargeant Reynolds Community College 1996 — 2000
A.A., Liberal Arts
Arizona Medical Association April 2011 - Present
Arizona Medical Association October 2008 - Present
Arizona Medical Association October 2007 - October 2008
Arizona Medical Association January 2007 - October 2007
CFA Institute September 2005 - September 2006
James Madison University August 2002 - July 2005
Skills
Editing, Non-profits, Newsletters, Healthcare, Public Health, Nonprofits, Community Development, Publishing, Marketing, Teaching, Media Relations, Management, Accreditation, Program Development, Public Speaking
Education
James Madison University 2002 — 2004
MA, English
University of Richmond 2000 — 2002
Bachelor of Arts, English
J. Sargeant Reynolds Community College 1996 — 2000
A.A., Liberal Arts
Chris Beck, CMP, CVP Chris Beck, CMP, CVP's CFA Institute Experience March 2014 - September 2014
Job Sr. Event Planner at McKesson
Industry Hospital & Health Care
Experience
McKesson September 2014 - Present
CFA Institute March 2014 - September 2014
CFA Institute April 2011 - March 2014
Sullivan Consultin, Inc. February 2007 - April 2011
Benchmark Resorts & Hotels October 2005 - February 2007
The Place at Innsbrook May 2004 - October 2005
Skills
Meeting Planning, Event Management, Event Planning, Corporate Events, Project Management, Contract Negotiation, Virtual Events, Site Selections, Budget Process, Trade Shows, Sponsorship, Vendor Management, Hotel Booking, Audio Visual Rental, Hospitality Management, Management
Education
Radford University 1999 — 2002
Geography with a concentration in Environmental Studies
Monacan High School 1995 — 1998
High School
McKesson September 2014 - Present
CFA Institute March 2014 - September 2014
CFA Institute April 2011 - March 2014
Sullivan Consultin, Inc. February 2007 - April 2011
Benchmark Resorts & Hotels October 2005 - February 2007
The Place at Innsbrook May 2004 - October 2005
Skills
Meeting Planning, Event Management, Event Planning, Corporate Events, Project Management, Contract Negotiation, Virtual Events, Site Selections, Budget Process, Trade Shows, Sponsorship, Vendor Management, Hotel Booking, Audio Visual Rental, Hospitality Management, Management
Education
Radford University 1999 — 2002
Geography with a concentration in Environmental Studies
Monacan High School 1995 — 1998
High School
Delian Naydenov Delian Naydenov's CFA Institute Experience 2005 - 2013
Job Associate at Vision Financial Markets LLC
Industry Financial Services
Experience
Vision Financial Markets LLC August 2013 - Present
CFA Institute 2005 - 2013
Managers Investment Group October 2011 - August 2012
Gabelli Funds April 2004 - November 2010
Managers Funds November 2002 - April 2004
PricewaterhouseCoopers November 1998 - September 2002
CT Venture Group 1998 - 1999
Skills
Financial Analysis, Fund Administration, Investor Relations, Bloomberg Terminal, Tax Accounting, Investment Writing, Chartered Financial..., ACATS, Cost Basis
Education
Norwalk Community College 2011 — 2012
n/a, Accounting Software & Fund Accounting
University of Bridgeport 1997 — 2001
B.S., Finance and MIS
Vision Financial Markets LLC August 2013 - Present
CFA Institute 2005 - 2013
Managers Investment Group October 2011 - August 2012
Gabelli Funds April 2004 - November 2010
Managers Funds November 2002 - April 2004
PricewaterhouseCoopers November 1998 - September 2002
CT Venture Group 1998 - 1999
Skills
Financial Analysis, Fund Administration, Investor Relations, Bloomberg Terminal, Tax Accounting, Investment Writing, Chartered Financial..., ACATS, Cost Basis
Education
Norwalk Community College 2011 — 2012
n/a, Accounting Software & Fund Accounting
University of Bridgeport 1997 — 2001
B.S., Finance and MIS
Danielle Finch's CFA Institute Experience June 2015 - Present
Job Salesforce.com Business Solutions Administrator at CFA Institute
Industry Information Technology and Services
Experience
CFA Institute June 2015 - Present
Education
Purdue University - Krannert School of Management 2007 — 2011
BS, Management, Sociology, Entrepreneurship
CFA Institute June 2015 - Present
Education
Purdue University - Krannert School of Management 2007 — 2011
BS, Management, Sociology, Entrepreneurship
Matthew Smith, CPA Matthew Smith, CPA's CFA Institute Experience July 2013 - Present
Job Manager Alternative Investments at KPMG US
Industry Financial Services
Experience
KPMG US June 2014 - Present
CFA Institute July 2013 - Present
Rothstein Kass KPMG LLP August 2009 - June 2014
KPMG US August 2008 - May 2009
True Partners Consulting June 2008 - August 2008
Loyola Marymount University August 2006 - May 2008
KPMG US May 2007 - September 2007
Skills
Critical Thinking, Excel, Financial Analysis, Financial Modeling, Partnership Taxation, International Economics, Fund Of Funds, Audit, Accounting, Hedge Funds, Problem Solving, Auditing, Financial Reporting, Financial Statements, Internal Controls, Financial Accounting, GAAP, SEC filings, Business Valuation, Microsoft Excel, Tax, CPA, Management, Finance
Education
Loyola Marymount University 2004 — 2008
BS & BBA, Finance, Accounting
Campolindo High School 2000 — 2004
KPMG US June 2014 - Present
CFA Institute July 2013 - Present
Rothstein Kass KPMG LLP August 2009 - June 2014
KPMG US August 2008 - May 2009
True Partners Consulting June 2008 - August 2008
Loyola Marymount University August 2006 - May 2008
KPMG US May 2007 - September 2007
Skills
Critical Thinking, Excel, Financial Analysis, Financial Modeling, Partnership Taxation, International Economics, Fund Of Funds, Audit, Accounting, Hedge Funds, Problem Solving, Auditing, Financial Reporting, Financial Statements, Internal Controls, Financial Accounting, GAAP, SEC filings, Business Valuation, Microsoft Excel, Tax, CPA, Management, Finance
Education
Loyola Marymount University 2004 — 2008
BS & BBA, Finance, Accounting
Campolindo High School 2000 — 2004
Gary Brizendine II's CFA Institute Experience August 2015 - Present
Job MBA Career Development Program (Air Products & Chemicals Leadership Program)
Industry Chemicals
Experience
Air Products and Chemicals May 2014 - Present
CFA Institute August 2015 - Present
General Motors May 2013 - August 2013
SMVF with PRF at Purdue 2013 - 2013
Owen Residence Hall at Purdue University March 2010 - April 2011
Material Science Engineering Department at Purdue University January 2010 - May 2010
Skills
Finance, Teamwork, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Team Leadership, Sales, Leadership, Public Speaking, Microsoft Word, Presentations, Analysis, Management, Financial Analysis, Financial Modeling, Discounted Cash Flow..., Company Valuation, Start-ups, Visual Basic, Research, Hyperion, Essbase, Photoshop, Java, HTML, MySQL, PHP, Time Management, Corporate Finance, Financial Planning, Market Research, Marketing, Fundamental Analysis, Advanced Equity Options..., Technical Analysis..., SAP BW, SAP ERP, VBA, C#, Algorithmic Trading, Futures Trading, Options Trading, Interactive Brokers API
Education
Purdue University - Krannert School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, 3.5 GPA
Purdue University 2008 — 2012
Bachelor of Science (B.S.), Interdisciplinary Premedical Engineering, 3.5 GPA
Greenwood High School 2004 — 2008
Honors Diploma, Valedictorian, 4.74 GPA
Air Products and Chemicals May 2014 - Present
CFA Institute August 2015 - Present
General Motors May 2013 - August 2013
SMVF with PRF at Purdue 2013 - 2013
Owen Residence Hall at Purdue University March 2010 - April 2011
Material Science Engineering Department at Purdue University January 2010 - May 2010
Skills
Finance, Teamwork, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Team Leadership, Sales, Leadership, Public Speaking, Microsoft Word, Presentations, Analysis, Management, Financial Analysis, Financial Modeling, Discounted Cash Flow..., Company Valuation, Start-ups, Visual Basic, Research, Hyperion, Essbase, Photoshop, Java, HTML, MySQL, PHP, Time Management, Corporate Finance, Financial Planning, Market Research, Marketing, Fundamental Analysis, Advanced Equity Options..., Technical Analysis..., SAP BW, SAP ERP, VBA, C#, Algorithmic Trading, Futures Trading, Options Trading, Interactive Brokers API
Education
Purdue University - Krannert School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, 3.5 GPA
Purdue University 2008 — 2012
Bachelor of Science (B.S.), Interdisciplinary Premedical Engineering, 3.5 GPA
Greenwood High School 2004 — 2008
Honors Diploma, Valedictorian, 4.74 GPA
Joseph Caton Joseph Caton's CFA Institute Experience August 2013 - March 2014
Job Analyst at Spirit Realty Capital
Industry Financial Services
Experience
Spirit Realty Capital November 2014 - Present
CFA Institute August 2013 - March 2014
Northern Arizona University August 2012 - May 2013
Quicken Loans June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, Team Leadership, Investments, Market Research, Leadership, Business Planning, Financial Analysis, Financial Modeling, Financial Accounting, Equities, Valuation, Corporate Finance, Economics, Financial Reporting, Spreadsheets, Social Media, Resource Management, Presentations, Managerial Finance, Cash Flow Forecasting
Education
Northern Arizona University-The W. A. Franke College of Business 2013 — 2014
Master of Business Administration (MBA)
Northern Arizona University-The W. A. Franke College of Business 2009 — 2013
Bachelor of Science (B.S.), Finance
Spirit Realty Capital November 2014 - Present
CFA Institute August 2013 - March 2014
Northern Arizona University August 2012 - May 2013
Quicken Loans June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, Team Leadership, Investments, Market Research, Leadership, Business Planning, Financial Analysis, Financial Modeling, Financial Accounting, Equities, Valuation, Corporate Finance, Economics, Financial Reporting, Spreadsheets, Social Media, Resource Management, Presentations, Managerial Finance, Cash Flow Forecasting
Education
Northern Arizona University-The W. A. Franke College of Business 2013 — 2014
Master of Business Administration (MBA)
Northern Arizona University-The W. A. Franke College of Business 2009 — 2013
Bachelor of Science (B.S.), Finance
Colleen Davis's CFA Institute Experience May 2014 - Present
Job Future of Finance
Industry Financial Services
Experience
CFA Institute May 2014 - Present
CFA Institute February 2009 - May 2014
CFA Institute June 2008 - February 2009
Robbins Staffing May 2006 - June 2008
Skills
Event Planning, Contract Negotiation, Vendor Contracts, Logistics, Floor Plans, Site Visits, Contracts, International Travel, Budgets, Visio, Recruiting, Staffing, Sourcing, Temporary Staffing, Permanent Placement, Permanent Staffing, Conducting Interviews, Interviews, Employment Verifications, Background Checks, Job Descriptions, Meeting Planning, Spanish
Education
Virginia Tech 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Virginia 2010 — 2010
Certificate of Event Planning
James Madison University 2001 — 2005
Bachelor of Arts, Psychology & Spanish
CFA Institute May 2014 - Present
CFA Institute February 2009 - May 2014
CFA Institute June 2008 - February 2009
Robbins Staffing May 2006 - June 2008
Skills
Event Planning, Contract Negotiation, Vendor Contracts, Logistics, Floor Plans, Site Visits, Contracts, International Travel, Budgets, Visio, Recruiting, Staffing, Sourcing, Temporary Staffing, Permanent Placement, Permanent Staffing, Conducting Interviews, Interviews, Employment Verifications, Background Checks, Job Descriptions, Meeting Planning, Spanish
Education
Virginia Tech 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Virginia 2010 — 2010
Certificate of Event Planning
James Madison University 2001 — 2005
Bachelor of Arts, Psychology & Spanish
Edward JR Humphreys II, CFA, CAIA Edward JR Humphreys II, CFA, CAIA's CFA Institute Experience 2010 - Present
Job Senior Portfolio Manager at Sheaff Brock Investment Advisors
Industry Financial Services
Experience
Sheaff Brock Investment Advisors September 2015 - Present
Morning Dove Therapeutic Riding, Inc. November 2011 - Present
CFA Institute 2010 - Present
JR Humphreys May 2015 - August 2015
BKD Wealth Advisors September 2003 - May 2015
United Bankshares August 2000 - September 2003
Charles Schwab 1995 - 2000
Skills
Investments, Alternative Investments, High Net Worth..., Options, Wealth Management, Asset Management, Portfolio Management, Equities, Equity Research
Education
Marshall University 1985 — 1990
BBA, finance
Sheaff Brock Investment Advisors September 2015 - Present
Morning Dove Therapeutic Riding, Inc. November 2011 - Present
CFA Institute 2010 - Present
JR Humphreys May 2015 - August 2015
BKD Wealth Advisors September 2003 - May 2015
United Bankshares August 2000 - September 2003
Charles Schwab 1995 - 2000
Skills
Investments, Alternative Investments, High Net Worth..., Options, Wealth Management, Asset Management, Portfolio Management, Equities, Equity Research
Education
Marshall University 1985 — 1990
BBA, finance
Katherine Heiberger Katherine Heiberger's CFA Institute Experience June 2008 - August 2008
Job Project Manager at The Martin Agency
Industry Marketing and Advertising
Experience
The Martin Agency February 2015 - Present
Underline Communications September 2013 - January 2015
SB&A September 2012 - August 2013
Longwood University, Psychology Department September 2009 - December 2009
Velocity Motorcycles June 2009 - August 2009
CFA Institute June 2008 - August 2008
Skills
Microsoft Office, Google Apps, Market Research, Integrated Marketing, Communication Skills, Proofreading, Close Attention to..., Research, Management, Communication, Social Media Marketing, Resource Management, Digital Marketing, Project Management
Education
Longwood University 2005 — 2009
Bachelor's Degree, Psychology
The Martin Agency February 2015 - Present
Underline Communications September 2013 - January 2015
SB&A September 2012 - August 2013
Longwood University, Psychology Department September 2009 - December 2009
Velocity Motorcycles June 2009 - August 2009
CFA Institute June 2008 - August 2008
Skills
Microsoft Office, Google Apps, Market Research, Integrated Marketing, Communication Skills, Proofreading, Close Attention to..., Research, Management, Communication, Social Media Marketing, Resource Management, Digital Marketing, Project Management
Education
Longwood University 2005 — 2009
Bachelor's Degree, Psychology
Faizin N. Faizin N.'s CFA Institute Experience 2012 - Present
Job Financial Services
Industry Financial Services
Experience
CFA Institute 2012 - Present
a private company January 2012 - July 2012
McGill University Students 2010 - 2012
Buffet Maharaja February 2010 - July 2011
IT Customer Support, McGill University August 2007 - August 2008
Financial Services, McGill University 2008 - 2008
Department of Art History, McGill University 2004 - 2006
M. Brothers & Communication Co. Ltd. 2005 - 2005
Department of Art History and Communication Studies, McGill University 2004 - 2005
Bangladeshi Students’ Association of McGill University 2003 - 2005
Skills
Microsoft Excel for..., Microsoft Office (Word,..., HTML, SQL, Dreamweaver, Leadership training..., Canadian Securities..., Conduct and Practice..., Fluent spoken and..., Intermediate Level...
Education
McGill University 2002 — 2008
Management, Finance, Accounting, Economics, Engineering
CFA Institute
Completed the CFA Level1 exam, Banking, Corporate, Finance, and Securities Law
Canadian Securities Course (CSC)
Canadian Securities Course, Financial Planning and Services
Conduct and Practice Handbook (CPH)
Conduct and Practice Handbook, Banking and Financial Support Services
Manarat Jeddah
CFA Institute 2012 - Present
a private company January 2012 - July 2012
McGill University Students 2010 - 2012
Buffet Maharaja February 2010 - July 2011
IT Customer Support, McGill University August 2007 - August 2008
Financial Services, McGill University 2008 - 2008
Department of Art History, McGill University 2004 - 2006
M. Brothers & Communication Co. Ltd. 2005 - 2005
Department of Art History and Communication Studies, McGill University 2004 - 2005
Bangladeshi Students’ Association of McGill University 2003 - 2005
Skills
Microsoft Excel for..., Microsoft Office (Word,..., HTML, SQL, Dreamweaver, Leadership training..., Canadian Securities..., Conduct and Practice..., Fluent spoken and..., Intermediate Level...
Education
McGill University 2002 — 2008
Management, Finance, Accounting, Economics, Engineering
CFA Institute
Completed the CFA Level1 exam, Banking, Corporate, Finance, and Securities Law
Canadian Securities Course (CSC)
Canadian Securities Course, Financial Planning and Services
Conduct and Practice Handbook (CPH)
Conduct and Practice Handbook, Banking and Financial Support Services
Manarat Jeddah
Mogahed Ibrahim Mogahed Ibrahim's CFA Institute Experience December 2011 - Present
Job Financial Advisor (wealth Management)
Industry Financial Services
Experience
Allstate January 2013 - Present
CFA Institute December 2011 - Present
Morgan Stanley October 2011 - October 2012
GLOBAL NILE TRADE August 2007 - December 2010
Cox Communications 2010 - 2010
Skills
Financial Modeling, Valuation, Due Diligence, Business Strategy, Excel, Private Equity, Health Insurance, General Insurance, Banking, Mutual Funds, Derivatives, Fixed Income, Bloomberg, Equity Research, Hedge Funds, Accounting, Credit Analysis, Financial Markets, Emerging Markets, Credit, Financial Risk, Economics, Options, Financial Statement..., Investments, Finance, Portfolio Management, Management, Wealth Management, Financial Analysis, Risk Management, Investment Strategies, Equities, Retirement Planning, FINRA, Mergers, Microsoft Excel, Strategic Financial..., Uniform Combined State...
Education
Johnson and Wales University 2007 — 2009
MBA, Financial Management
Allstate January 2013 - Present
CFA Institute December 2011 - Present
Morgan Stanley October 2011 - October 2012
GLOBAL NILE TRADE August 2007 - December 2010
Cox Communications 2010 - 2010
Skills
Financial Modeling, Valuation, Due Diligence, Business Strategy, Excel, Private Equity, Health Insurance, General Insurance, Banking, Mutual Funds, Derivatives, Fixed Income, Bloomberg, Equity Research, Hedge Funds, Accounting, Credit Analysis, Financial Markets, Emerging Markets, Credit, Financial Risk, Economics, Options, Financial Statement..., Investments, Finance, Portfolio Management, Management, Wealth Management, Financial Analysis, Risk Management, Investment Strategies, Equities, Retirement Planning, FINRA, Mergers, Microsoft Excel, Strategic Financial..., Uniform Combined State...
Education
Johnson and Wales University 2007 — 2009
MBA, Financial Management
Susan Feild's CFA Institute Experience November 2008 - April 2010
Job UX Learning Strategist at Teachstone
Industry E-Learning
Experience
Teachstone June 2015 - Present
Teachstone February 2012 - June 2015
Teachstone May 2010 - February 2012
CFA Institute November 2008 - April 2010
CaseNEX August 2004 - November 2008
CaseNEX April 2004 - August 2004
Skills
User Experience, Web Design, E-Learning, User Interface Design, Front-end, CSS, E-commerce, HTML, Leadership, Dreamweaver, WordPress, Information Architecture, Technical Writing, CMS, Content Management, Agile Methodologies, Wireframes, User Research, User Experience Testing, Project Management, Moodle, Photoshop, Illustrator, InDesign, Agile Project Management, Human-centered Design
Education
James Madison University 2000 — 2002
BBA, Computer Information Systems
Piedmont Virginia Community College 1997 — 2000
Associate's degree, Business Administration
Teachstone June 2015 - Present
Teachstone February 2012 - June 2015
Teachstone May 2010 - February 2012
CFA Institute November 2008 - April 2010
CaseNEX August 2004 - November 2008
CaseNEX April 2004 - August 2004
Skills
User Experience, Web Design, E-Learning, User Interface Design, Front-end, CSS, E-commerce, HTML, Leadership, Dreamweaver, WordPress, Information Architecture, Technical Writing, CMS, Content Management, Agile Methodologies, Wireframes, User Research, User Experience Testing, Project Management, Moodle, Photoshop, Illustrator, InDesign, Agile Project Management, Human-centered Design
Education
James Madison University 2000 — 2002
BBA, Computer Information Systems
Piedmont Virginia Community College 1997 — 2000
Associate's degree, Business Administration
Connor Flanagan Connor Flanagan's CFA Institute Experience October 2014 - February 2015
Job Management Development Program M&T Bank
Industry Banking
Experience
M&T Bank May 2015 - Present
St.Bonaventure University Students in Money Management August 2013 - May 2015
CFA Institute October 2014 - February 2015
Quinpario Partners LLC & Quinpario Acquisition Corp. May 2014 - August 2014
Skills
Finance, Portfolio Management, Economics, Investment Banking, Banking, Macroeconomics, Money and Banking, Bloomberg, Federal Reserve, Stock Market, Bloomberg Terminal, Valuation, Leadership, Management
Education
Saint Bonaventure University 2011 — 2015
Bachelor of Science (BS), Finance
National University of Ireland, Galway 2013 — 2013
Study Abroad Program, Finance
M&T Bank May 2015 - Present
St.Bonaventure University Students in Money Management August 2013 - May 2015
CFA Institute October 2014 - February 2015
Quinpario Partners LLC & Quinpario Acquisition Corp. May 2014 - August 2014
Skills
Finance, Portfolio Management, Economics, Investment Banking, Banking, Macroeconomics, Money and Banking, Bloomberg, Federal Reserve, Stock Market, Bloomberg Terminal, Valuation, Leadership, Management
Education
Saint Bonaventure University 2011 — 2015
Bachelor of Science (BS), Finance
National University of Ireland, Galway 2013 — 2013
Study Abroad Program, Finance
Michael Estabrooks Michael Estabrooks's CFA Institute Experience September 2012 - March 2013
Job Financial Recovery & Reporting Analyst at eBay Enterprise
Industry Computer & Network Security
Experience
eBay Enterprise April 2015 - Present
N/A March 2014 - April 2015
CFA Institute September 2012 - March 2013
Custom 3D Creations January 2012 - December 2012
Avaya June 2010 - August 2010
Avaya May 2009 - July 2009
Skills
Research, Microsoft Excel, Market Research, Microsoft Office, Data Analysis, Finance, PowerPoint, Microsoft Word, Management, Spanish, Event Planning, Social Media, Facebook, Photoshop, Marketing, Fundraising, Public Relations, Teamwork, Public Speaking, Social Media Marketing, Customer Service, Investment Banking, Bloomberg, Financial Analysis, Portfolio Management, Equities, Equity Research, Capital Markets, Real Estate
Education
Penn State University 2009 — 2013
Finance & International Business, Business
Moravian Academy 2005 — 2009
High School
eBay Enterprise April 2015 - Present
N/A March 2014 - April 2015
CFA Institute September 2012 - March 2013
Custom 3D Creations January 2012 - December 2012
Avaya June 2010 - August 2010
Avaya May 2009 - July 2009
Skills
Research, Microsoft Excel, Market Research, Microsoft Office, Data Analysis, Finance, PowerPoint, Microsoft Word, Management, Spanish, Event Planning, Social Media, Facebook, Photoshop, Marketing, Fundraising, Public Relations, Teamwork, Public Speaking, Social Media Marketing, Customer Service, Investment Banking, Bloomberg, Financial Analysis, Portfolio Management, Equities, Equity Research, Capital Markets, Real Estate
Education
Penn State University 2009 — 2013
Finance & International Business, Business
Moravian Academy 2005 — 2009
High School
Brittnee Conley Brittnee Conley's CFA Institute Experience May 2013 - September 2013
Job Associate Auditor at Capital One
Industry Accounting
Experience
Capital One August 2014 - Present
Abrahamse & Company Builders, Inc November 2013 - August 2014
CFA Institute May 2013 - September 2013
Robinson, Farmer, Cox & Associates May 2012 - August 2012
Maintenance Service Corporation, Inc June 2011 - August 2011
Skills
Auditing, Telephone Skills, Data Entry, Visual Basic, Visual Studio, Microsoft SQL Server, Visio, Quality Assurance
Education
James Madison University 2009 — 2014
Bachelor of Business Administration (BBA), Accounting and Computer Information Systems
Capital One August 2014 - Present
Abrahamse & Company Builders, Inc November 2013 - August 2014
CFA Institute May 2013 - September 2013
Robinson, Farmer, Cox & Associates May 2012 - August 2012
Maintenance Service Corporation, Inc June 2011 - August 2011
Skills
Auditing, Telephone Skills, Data Entry, Visual Basic, Visual Studio, Microsoft SQL Server, Visio, Quality Assurance
Education
James Madison University 2009 — 2014
Bachelor of Business Administration (BBA), Accounting and Computer Information Systems
Lydia Britton Lydia Britton's CFA Institute Experience July 2014 - Present
Job Insurance & Risk Analyst at CFA Institute
Industry Financial Services
Experience
CFA Institute July 2014 - Present
Boart Longyear February 2013 - July 2014
Boart Longyear November 2009 - February 2013
Boart Longyear June 2006 - November 2009
Supreme Court of Virginia September 2003 - July 2005
Skills
Microsoft Office, Insurance Renewal..., Online Legal Compliance..., Litigation Management, ERM Process, Restricted Party..., Certificates of..., Insurance Allocation..., Microsoft Excel, Budgets, Outlook, Contract Negotiation, Risk Management, Certificates Of..., Accounting, PowerPoint, Analysis, Access, Management, Auditing, Policy, Finance, Strategic Financial..., Process Improvement, Insurance, Leadership, Human Resources, Payroll, Mergers & Acquisitions, Forecasting
Education
Loyola University Chicago 1999 — 2003
BA, Communication
CFA Institute July 2014 - Present
Boart Longyear February 2013 - July 2014
Boart Longyear November 2009 - February 2013
Boart Longyear June 2006 - November 2009
Supreme Court of Virginia September 2003 - July 2005
Skills
Microsoft Office, Insurance Renewal..., Online Legal Compliance..., Litigation Management, ERM Process, Restricted Party..., Certificates of..., Insurance Allocation..., Microsoft Excel, Budgets, Outlook, Contract Negotiation, Risk Management, Certificates Of..., Accounting, PowerPoint, Analysis, Access, Management, Auditing, Policy, Finance, Strategic Financial..., Process Improvement, Insurance, Leadership, Human Resources, Payroll, Mergers & Acquisitions, Forecasting
Education
Loyola University Chicago 1999 — 2003
BA, Communication
Clayton Brewer Clayton Brewer's CFA Institute Experience August 2015 - Present
Job VP of IT and Operations at Security State Bank
Industry Banking
Experience
CFA Institute August 2015 - Present
Security State Bank August 2015 - Present
Security State Bank May 2015 - August 2015
The Baker Group May 2014 - March 2015
Oklahoma Christian University November 2012 - August 2013
VCA Antech May 2012 - March 2013
Gap Inc. August 2007 - February 2008
Skills
Investments, Public Speaking, Problem Analysis, Fundraising, Social Networking, PowerPoint, Microsoft Excel, Microsoft Word, Windows, Social Skills, Animal Care, Keyboard Skills, ISO, Mac, Video Games, Fast Learner, Windows Vista, Problem Solving, Spiritual Leadership, Financial Analysis, Strategic Planning, Leadership, Teamwork
Education
Oklahoma Christian University 2011 — 2015
Finance, General, Junior
Oklahoma State University 2010 — 2011
CFA Institute August 2015 - Present
Security State Bank August 2015 - Present
Security State Bank May 2015 - August 2015
The Baker Group May 2014 - March 2015
Oklahoma Christian University November 2012 - August 2013
VCA Antech May 2012 - March 2013
Gap Inc. August 2007 - February 2008
Skills
Investments, Public Speaking, Problem Analysis, Fundraising, Social Networking, PowerPoint, Microsoft Excel, Microsoft Word, Windows, Social Skills, Animal Care, Keyboard Skills, ISO, Mac, Video Games, Fast Learner, Windows Vista, Problem Solving, Spiritual Leadership, Financial Analysis, Strategic Planning, Leadership, Teamwork
Education
Oklahoma Christian University 2011 — 2015
Finance, General, Junior
Oklahoma State University 2010 — 2011
Daniel Longest Daniel Longest's CFA Institute Experience August 2012 - Present
Job Senior Software Developer at CFA Institute
Industry Information Services
Experience
CFA Institute August 2012 - Present
CFA Institute November 2011 - August 2012
SNL Financial August 2010 - November 2011
SNL Financial June 2009 - August 2010
Treasury Software March 2007 - March 2009
Skills
Database Design, Front-end, Project Management, SQL, Agile Methodologies, C# 4.0, Microsoft SQL Server, ASP.NET MVC, WCF, Windows Services, MSMQ, C#, Web Services, ASP.NET, Scrum, .NET, SDLC
Education
Virginia Tech 2012 — 2014
Master's, Information Technology
Old Dominion University 2007 — 2011
B.S., Computer Science
CFA Institute August 2012 - Present
CFA Institute November 2011 - August 2012
SNL Financial August 2010 - November 2011
SNL Financial June 2009 - August 2010
Treasury Software March 2007 - March 2009
Skills
Database Design, Front-end, Project Management, SQL, Agile Methodologies, C# 4.0, Microsoft SQL Server, ASP.NET MVC, WCF, Windows Services, MSMQ, C#, Web Services, ASP.NET, Scrum, .NET, SDLC
Education
Virginia Tech 2012 — 2014
Master's, Information Technology
Old Dominion University 2007 — 2011
B.S., Computer Science
Bobby Beamer Bobby Beamer's CFA Institute Experience May 2001 - August 2005
Job Lecturer at University of Virginia
Industry Research
Experience
University of Virginia February 2015 - Present
Business Analytics Consulting LLC July 2007 - Present
Piedmont Virginia Community College August 2006 - Present
University of Virginia January 2008 - January 2015
Piedmont Virginia Community College August 2012 - May 2013
CFA Institute May 2001 - August 2005
Association for Investment, Management and Research October 2000 - April 2001
Virginia Tech July 1994 - August 2000
Golden Vale Food Products, PLC August 1992 - December 1992
Resources for the Future June 1989 - August 1989
Skills
Statistics, Business Analysis, Economics, User Acceptance Testing, Data Analysis, Public Speaking, Research, Teaching, Strategic Planning, Leadership Development, Higher Education, Analysis, Project Management, SPSS, Editing, Proposal Writing, Training, Leadership, Policy, Strategy, Program Management, Management, Project Planning, Marketing, Staff Development, Instructional Design, Curriculum Design
Education
Purdue University 1990 — 1996
Ph D, Ecomomics
Virginia Polytechnic Institute and State University 1988 — 1990
MS, Agricultural Economics
Virginia Polytechnic Institute and State University 1980 — 1984
BS, Education
University of Virginia February 2015 - Present
Business Analytics Consulting LLC July 2007 - Present
Piedmont Virginia Community College August 2006 - Present
University of Virginia January 2008 - January 2015
Piedmont Virginia Community College August 2012 - May 2013
CFA Institute May 2001 - August 2005
Association for Investment, Management and Research October 2000 - April 2001
Virginia Tech July 1994 - August 2000
Golden Vale Food Products, PLC August 1992 - December 1992
Resources for the Future June 1989 - August 1989
Skills
Statistics, Business Analysis, Economics, User Acceptance Testing, Data Analysis, Public Speaking, Research, Teaching, Strategic Planning, Leadership Development, Higher Education, Analysis, Project Management, SPSS, Editing, Proposal Writing, Training, Leadership, Policy, Strategy, Program Management, Management, Project Planning, Marketing, Staff Development, Instructional Design, Curriculum Design
Education
Purdue University 1990 — 1996
Ph D, Ecomomics
Virginia Polytechnic Institute and State University 1988 — 1990
MS, Agricultural Economics
Virginia Polytechnic Institute and State University 1980 — 1984
BS, Education
Randi Tolber, CFA's CFA Institute Experience January 2014 - Present
Job Director of Society Relations, Americas at CFA Institute
Industry Financial Services
Experience
CFA Institute January 2014 - Present
CFA Institute April 2013 - Present
CFA Institute February 2012 - March 2013
Northern Trust Bank June 1999 - December 2001
First Union National Bank August 1986 - December 1995
Skills
Portfolio Management, Alternative Investments, Investments, Investment Strategies, New Business Development, Equities, Financial Analysis, Relationship Management, Wealth Management, Investment Advisory, Fixed Income Portfolio..., Financial Modeling, Estate Planning, Charitable Trusts, Pension Funds, Trust Services, Client Education, Proposal Writing, Sales Presentations, Project Management, Team Management, Sponsorship Programs, Professional..., Component Development, Finance, Hedge Funds, Capital Markets, Fixed Income, Asset Management, Valuation, Investment Management, Equity Research
Education
Nova Southeastern University 1997 — 2000
Master of Business Administration (M.B.A.)
Auburn University 1982 — 1986
Bachelor of Science (B.S.), International Finance and French
CFA Institute January 2014 - Present
CFA Institute April 2013 - Present
CFA Institute February 2012 - March 2013
Northern Trust Bank June 1999 - December 2001
First Union National Bank August 1986 - December 1995
Skills
Portfolio Management, Alternative Investments, Investments, Investment Strategies, New Business Development, Equities, Financial Analysis, Relationship Management, Wealth Management, Investment Advisory, Fixed Income Portfolio..., Financial Modeling, Estate Planning, Charitable Trusts, Pension Funds, Trust Services, Client Education, Proposal Writing, Sales Presentations, Project Management, Team Management, Sponsorship Programs, Professional..., Component Development, Finance, Hedge Funds, Capital Markets, Fixed Income, Asset Management, Valuation, Investment Management, Equity Research
Education
Nova Southeastern University 1997 — 2000
Master of Business Administration (M.B.A.)
Auburn University 1982 — 1986
Bachelor of Science (B.S.), International Finance and French
Cheryl Evans, Esq. Cheryl Evans, Esq.'s CFA Institute Experience April 2015 - Present
Job Director Conferences, Educational Events and Programs at CFA Institute
Industry Capital Markets
Experience
CFA Institute April 2015 - Present
Lantz Wellness Center, LLC December 2010 - Present
CFA Institute August 2011 - April 2015
U.S. Chamber of Commerce 2005 - 2011
U.S. Dept. of Justice 2003 - 2005
U.S. Securities and Exchange Commission 1991 - 2003
U.S Attorney's Office - Eastern District of Virginia March 2001 - December 2001
U.S. Court of Appeals for Veterans Claims 1989 - 1991
Serrero 1988 - 1988
Skills
Criminal Law, Corporate Law, Securities Law, Capital Markets, Litigation, Legal Research, Corporate Governance, Securities Regulation, Commercial Litigation, Courts, Trials, Legal Writing, Arbitration, Appeals, Fraud, Employment Law
Education
Marietta College
Bachelor of Arts, Psych/Soc
Rutgers University School of Law - Camden
Juris Doctor, Law
University of the Pacific - McGeorge School of Law
LL.M. - Master of Laws, Transnational Business Practice, In Assoc. with Salzburg Faculty of Law, Austria
CFA Institute April 2015 - Present
Lantz Wellness Center, LLC December 2010 - Present
CFA Institute August 2011 - April 2015
U.S. Chamber of Commerce 2005 - 2011
U.S. Dept. of Justice 2003 - 2005
U.S. Securities and Exchange Commission 1991 - 2003
U.S Attorney's Office - Eastern District of Virginia March 2001 - December 2001
U.S. Court of Appeals for Veterans Claims 1989 - 1991
Serrero 1988 - 1988
Skills
Criminal Law, Corporate Law, Securities Law, Capital Markets, Litigation, Legal Research, Corporate Governance, Securities Regulation, Commercial Litigation, Courts, Trials, Legal Writing, Arbitration, Appeals, Fraud, Employment Law
Education
Marietta College
Bachelor of Arts, Psych/Soc
Rutgers University School of Law - Camden
Juris Doctor, Law
University of the Pacific - McGeorge School of Law
LL.M. - Master of Laws, Transnational Business Practice, In Assoc. with Salzburg Faculty of Law, Austria
Yunliang Jiang Yunliang Jiang's CFA Institute Experience June 2012 - Present
Job Software Engineer at Thumbtack
Industry Computer Software
Experience
Thumbtack October 2014 - Present
CFA Institute June 2012 - Present
Twitter December 2012 - October 2014
University of Illinois at Urbana-Champaign August 2007 - November 2012
Facebook May 2011 - August 2011
Yahoo! May 2008 - August 2008
University of Illinois at Urbana-Champaign August 2007 - December 2007
Skills
Programming, Computer Science, Medical Information..., Database Systems, Data Mining, Information Retrieval, Web Mining, Financial Analysis, Financial Engineering, C++, C/C++ STL, SQL, Python, Java, JavaScript, PHP, MapReduce, R, Hadoop, Data Science, Machine Learning
Education
University of Illinois at Urbana-Champaign 2007 — 2012
Doctor of Philosophy (PhD), Computer Science
Peking University 2003 — 2007
Bachelor of Science (B.S.), Computer Science, Economics
Thumbtack October 2014 - Present
CFA Institute June 2012 - Present
Twitter December 2012 - October 2014
University of Illinois at Urbana-Champaign August 2007 - November 2012
Facebook May 2011 - August 2011
Yahoo! May 2008 - August 2008
University of Illinois at Urbana-Champaign August 2007 - December 2007
Skills
Programming, Computer Science, Medical Information..., Database Systems, Data Mining, Information Retrieval, Web Mining, Financial Analysis, Financial Engineering, C++, C/C++ STL, SQL, Python, Java, JavaScript, PHP, MapReduce, R, Hadoop, Data Science, Machine Learning
Education
University of Illinois at Urbana-Champaign 2007 — 2012
Doctor of Philosophy (PhD), Computer Science
Peking University 2003 — 2007
Bachelor of Science (B.S.), Computer Science, Economics
Pamela Daubert Pamela Daubert's CFA Institute Experience March 1990 - March 1993
Job Vice President, Resource Development at United Way of Tarrant County
Industry Nonprofit Organization Management
Experience
United Way of Tarrant County 2012 - Present
United Way of Tarrant County February 2012 - May 2012
United Way of Henderson County April 2007 - January 2012
United Way of Henderson CountyUnited Way of Henderson County February 2006 - April 2007
Park Ridge Hospital April 2005 - December 2005
NC Natural Products Association December 2004 - April 2005
Park Ridge HospitalPark Ridge Hospital Foundation March 1999 - December 2004
CFA Institute March 1990 - March 1993
Skills
Fundraising, Event Planning, Community Relations, Grant Writing, Public Speaking, Public Relations, Marketing, Leadership, Database Administration, Desktop Publishing, Budget, Management, Volunteer Management, Non-profits, Community Outreach, Strategic Planning, Social Media, Event Management, Grants, Media Relations, Research, Editing, Teaching, Nonprofits, Leadership Development, Program Management, Budgets, Community Development, Program Development, Organizational..., Board Development, Social Services, Policy, Annual Giving, Philanthropy
Education
Penn State University 1981 — 1985
BA
United Way of Tarrant County 2012 - Present
United Way of Tarrant County February 2012 - May 2012
United Way of Henderson County April 2007 - January 2012
United Way of Henderson CountyUnited Way of Henderson County February 2006 - April 2007
Park Ridge Hospital April 2005 - December 2005
NC Natural Products Association December 2004 - April 2005
Park Ridge HospitalPark Ridge Hospital Foundation March 1999 - December 2004
CFA Institute March 1990 - March 1993
Skills
Fundraising, Event Planning, Community Relations, Grant Writing, Public Speaking, Public Relations, Marketing, Leadership, Database Administration, Desktop Publishing, Budget, Management, Volunteer Management, Non-profits, Community Outreach, Strategic Planning, Social Media, Event Management, Grants, Media Relations, Research, Editing, Teaching, Nonprofits, Leadership Development, Program Management, Budgets, Community Development, Program Development, Organizational..., Board Development, Social Services, Policy, Annual Giving, Philanthropy
Education
Penn State University 1981 — 1985
BA
Julie Magrath Julie Magrath's CFA Institute Experience June 2005 - January 2007
Job Principal at Business and People Aligned
Industry Management Consulting
Experience
Magrath Leadership Group April 2002 - Present
Business and People Aligned June 2009 - Present
Alexcel Group January 2001 - Present
Global Institute for Leadership Development October 2007 - Present
The Conference Board July 2012 - July 2013
Marshall Goldsmith Partners 2004 - 2009
CFA Institute June 2005 - January 2007
Save the Children 2006 - 2007
Consultant at JPMorgan Chase 2002 - 2004
American Express September 1999 - October 2002
Skills
Executive Coaching, Change Management, Organizational..., Executive Education, Strategic Planning, Leadership Development, Team Building, Organizational..., Executive Development, Performance Management, Public Speaking, Talent Management, Succession Planning, Instructional Design, Management Development, Leadership, Emotional Intelligence, Coaching, Onboarding, Training, Program Management, Organizational Design, Workshop Facilitation, Staff Development, Consulting, Employee Engagement, Executive Management, Management, 360 Feedback, Management Consulting, Career Management, Business Strategy, Mergers & Acquisitions, Personal Development, Performance Improvement, Career Counseling, Organizational Learning, Conflict Resolution, Facilitation, Employee Training, Strategy, Personnel Management, Nonprofits, Workforce Planning, Culture Change, Career Development, Organizational Change, MBTI, Process Improvement, Training Delivery
Education
Loyola University Chicago 1976 — 1978
MSIR, Personnel Management
Ripon College 1969 — 1973
BA, Psychology
McHenry High School
College Prep, Liberal Arts and Sciences, General Studies and Humanities
Magrath Leadership Group April 2002 - Present
Business and People Aligned June 2009 - Present
Alexcel Group January 2001 - Present
Global Institute for Leadership Development October 2007 - Present
The Conference Board July 2012 - July 2013
Marshall Goldsmith Partners 2004 - 2009
CFA Institute June 2005 - January 2007
Save the Children 2006 - 2007
Consultant at JPMorgan Chase 2002 - 2004
American Express September 1999 - October 2002
Skills
Executive Coaching, Change Management, Organizational..., Executive Education, Strategic Planning, Leadership Development, Team Building, Organizational..., Executive Development, Performance Management, Public Speaking, Talent Management, Succession Planning, Instructional Design, Management Development, Leadership, Emotional Intelligence, Coaching, Onboarding, Training, Program Management, Organizational Design, Workshop Facilitation, Staff Development, Consulting, Employee Engagement, Executive Management, Management, 360 Feedback, Management Consulting, Career Management, Business Strategy, Mergers & Acquisitions, Personal Development, Performance Improvement, Career Counseling, Organizational Learning, Conflict Resolution, Facilitation, Employee Training, Strategy, Personnel Management, Nonprofits, Workforce Planning, Culture Change, Career Development, Organizational Change, MBTI, Process Improvement, Training Delivery
Education
Loyola University Chicago 1976 — 1978
MSIR, Personnel Management
Ripon College 1969 — 1973
BA, Psychology
McHenry High School
College Prep, Liberal Arts and Sciences, General Studies and Humanities
Drazen Saric Drazen Saric's CFA Institute Experience April 2011 - August 2011
Job Investment Operations Analyst at XOfficio LLC
Industry Financial Services
Experience
X-Officio LLC April 2012 - Present
Martha Jefferson Hospital August 2011 - April 2012
CFA Institute April 2011 - August 2011
Skills
Word, excel, Microsoft Excel, Data Analysis, Account Reconciliation, Accounting, Financial Analysis, Private Equity, General Ledger, Valuation
Education
James Madison University
Bachelor of Science, Economics
X-Officio LLC April 2012 - Present
Martha Jefferson Hospital August 2011 - April 2012
CFA Institute April 2011 - August 2011
Skills
Word, excel, Microsoft Excel, Data Analysis, Account Reconciliation, Accounting, Financial Analysis, Private Equity, General Ledger, Valuation
Education
James Madison University
Bachelor of Science, Economics
YongqunElaine Pan YongqunElaine Pan's CFA Institute Experience August 2011 - Present
Job CFA Level II Candidate at CFA Institute
Industry Financial Services
Experience
CFA Institute August 2011 - Present
SP Development Bank April 2010 - June 2010
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2011
CFA Institute August 2011 - Present
SP Development Bank April 2010 - June 2010
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2011
Bolong Cao Bolong Cao's CFA Institute Experience 2010 - 2013
Job Associate Professor at Ohio University
Industry Higher Education
Experience
Ohio University May 2012 - Present
CFA Institute 2010 - 2013
Ohio University September 2006 - April 2012
Price Waterhouse Coopers August 1999 - April 2000
Skills
Microsoft Office, Teaching, Excel, Access, SQL, SAS/SQL, Matlab, Stata
Education
University of California, San Diego 2000 — 2006
Ph.D., Economics
Peking University 1995 — 1999
BA, International Economics and Trade
Ohio University May 2012 - Present
CFA Institute 2010 - 2013
Ohio University September 2006 - April 2012
Price Waterhouse Coopers August 1999 - April 2000
Skills
Microsoft Office, Teaching, Excel, Access, SQL, SAS/SQL, Matlab, Stata
Education
University of California, San Diego 2000 — 2006
Ph.D., Economics
Peking University 1995 — 1999
BA, International Economics and Trade
Landon Dorrier Landon Dorrier's CFA Institute Experience May 2014 - August 2014
Job Web Programmer at The Ivy Group, Ltd.
Industry Media Production
Experience
The Ivy Group, Ltd. October 2014 - Present
Freelance July 2010 - Present
CFA Institute May 2014 - August 2014
JMU Creative Services August 2013 - May 2014
Skills
HTML, CSS3, WordPress, PHP, User Experience, Photoshop, Illustrator, Dreamweaver, InDesign, Java, Python
Education
James Madison University 2010 — 2014
Bachelor's Degree, Major: Media Arts & Design, Minor: Computer Science
The Ivy Group, Ltd. October 2014 - Present
Freelance July 2010 - Present
CFA Institute May 2014 - August 2014
JMU Creative Services August 2013 - May 2014
Skills
HTML, CSS3, WordPress, PHP, User Experience, Photoshop, Illustrator, Dreamweaver, InDesign, Java, Python
Education
James Madison University 2010 — 2014
Bachelor's Degree, Major: Media Arts & Design, Minor: Computer Science
J. Alia Page J. Alia Page's CFA Institute Experience June 2000 - Present
Job Member Services Specialist at CFA Institute
Industry Financial Services
Experience
CFA Institute June 2000 - Present
Skills
Training, Leadership, Management, Data Analysis
Education
Old Dominion University 1994 — 1996
CFA Institute June 2000 - Present
Skills
Training, Leadership, Management, Data Analysis
Education
Old Dominion University 1994 — 1996
Fran Melville Fran Melville's CFA Institute Experience March 2010 - December 2014
Job Seniorlevel Finance Professional
Industry Financial Services
Experience
CFA Institute March 2010 - December 2014
Centerline Capital Group June 2005 - May 2009
FAM Consulting 2003 - 2005
Radian Group Inc. 1999 - 2002
BNP Paribas 1997 - 1999
First Chicago NBD Corp. June 1996 - July 1997
Weiss, Peck and Greer 1994 - 1996
Lieber & Company/The Evergreen Funds 1990 - 1994
Skills
Capital Markets, Credit Analysis, Financial Modeling, Corporate Finance, Financial Structuring, Credit, Portfolio Management, Investments, Equities, Mergers & Acquisitions, Risk Management, Finance, Derivatives, Credit Risk, Bloomberg, Valuation, Financial Analysis, Analysis, Strategic Planning, Forecasting, Mergers, Leadership, Financial Services, Trading, Mutual Funds, Structured Products, Loans
Education
Mercy College 1986 — 1990
B.S., Accounting
CFA Institute March 2010 - December 2014
Centerline Capital Group June 2005 - May 2009
FAM Consulting 2003 - 2005
Radian Group Inc. 1999 - 2002
BNP Paribas 1997 - 1999
First Chicago NBD Corp. June 1996 - July 1997
Weiss, Peck and Greer 1994 - 1996
Lieber & Company/The Evergreen Funds 1990 - 1994
Skills
Capital Markets, Credit Analysis, Financial Modeling, Corporate Finance, Financial Structuring, Credit, Portfolio Management, Investments, Equities, Mergers & Acquisitions, Risk Management, Finance, Derivatives, Credit Risk, Bloomberg, Valuation, Financial Analysis, Analysis, Strategic Planning, Forecasting, Mergers, Leadership, Financial Services, Trading, Mutual Funds, Structured Products, Loans
Education
Mercy College 1986 — 1990
B.S., Accounting
Chen (Peter) Jiang's CFA Institute Experience 2014 - Present
Job Conducting research/reporting and projection.
Industry Investment Management
Experience
CFA Institute 2014 - Present
Shanghai Jia Xian Electronic Co., Ltd 2011 - 2012
Skills
Active Learning, Time Management, Reading Comprehension, Mathematics, Critical Thinking, Judgment and Decision..., Social Perceptiveness, Equity Research, Financial Analysis, Financial Reporting
Education
Pace University - Lubin School of Business 2012 — 2014
Master's degree, Investments and Securities
CFA Institute 2014 - Present
Shanghai Jia Xian Electronic Co., Ltd 2011 - 2012
Skills
Active Learning, Time Management, Reading Comprehension, Mathematics, Critical Thinking, Judgment and Decision..., Social Perceptiveness, Equity Research, Financial Analysis, Financial Reporting
Education
Pace University - Lubin School of Business 2012 — 2014
Master's degree, Investments and Securities
Lynn Christine Pontillo Lynn Christine Pontillo's CFA Institute Experience August 2015 - Present
Job Special Investigator
Industry Security and Investigations
Experience
CFA Institute August 2015 - Present
State Farm June 2014 - July 2015
State Farm Insurance March 2013 - June 2014
State Farm October 2011 - February 2013
Carlson Restaurants / T.G.I. Friday's July 2005 - June 2011
Brick Oven Restaurant January 1998 - January 2003
Skills
Management, Recruiting, Strategic Planning, Marketing, Process Scheduler, Training, Marketing Strategy, Event Planning, Social Media, Employee Relations, Human Resources, Restaurant Management, Customer Satisfaction, Customer Service, Leadership, Program Management, Team Building, Sales, Microsoft Office, Operations Management
Education
Old Dominion University 2011 — 2013
Bachelors of Science Degree, Communication, General
Piedmont Virginia Community College 2009 — 2011
Associate of Science (A.S.), General Studies
CFA Institute August 2015 - Present
State Farm June 2014 - July 2015
State Farm Insurance March 2013 - June 2014
State Farm October 2011 - February 2013
Carlson Restaurants / T.G.I. Friday's July 2005 - June 2011
Brick Oven Restaurant January 1998 - January 2003
Skills
Management, Recruiting, Strategic Planning, Marketing, Process Scheduler, Training, Marketing Strategy, Event Planning, Social Media, Employee Relations, Human Resources, Restaurant Management, Customer Satisfaction, Customer Service, Leadership, Program Management, Team Building, Sales, Microsoft Office, Operations Management
Education
Old Dominion University 2011 — 2013
Bachelors of Science Degree, Communication, General
Piedmont Virginia Community College 2009 — 2011
Associate of Science (A.S.), General Studies
William Howard Brown's CFA Institute Experience November 2014 - Present
Job TFS Architect & DevOps Guru
Industry Information Technology and Services
Experience
CFA Institute November 2014 - Present
c4ecare.com June 2013 - Present
Vitalz March 2014 - November 2014
Logisitcare September 2014 - October 2014
SSI Group, Mobile, AL May 2014 - May 2014
Serve an American Express Company March 2012 - March 2014
TYBRIN Corporation December 2008 - February 2012
inContact October 2008 - December 2008
ThetaTraders.com July 2008 - December 2008
Cyclops Media Remote April 2008 - September 2008
Skills
TFS, Visual Studio, C#, .NET, WCF, Microsoft SQL Server, LINQ, XML, Agile Methodologies, ASP.NET, Software Development, Entity Framework, SQL, Silverlight, Object Oriented Design, Web Applications, Configuration Management, Release Management, Scrum, Software Engineering, IIS, SOA, MSBuild, Windows 7, Enterprise Architecture, WPF, ASP.NET MVC, OOP, Subversion, Web Services, JavaScript, Windows Server, Release Engineering, Project Management, ADO.NET, Software Design, Design Patterns, AJAX, Continuous Integration, Remote Administration, Remote Desktop, Service Oriented..., Branch Management, Visual C#, XSLT, VB.NET, Test Driven Development, SSRS, IT Ops, DevOps
Education
Neumont University 2006 — 2008
Bachelor of Science (B.S.), Computer Science, 3.55 Cumulative and graduated with Honors: Cum Laude
Northwest Florida State College 2003 — 2006
Electrical Engineering, Electrical and Electronics Engineering, 3.68
CFA Institute November 2014 - Present
c4ecare.com June 2013 - Present
Vitalz March 2014 - November 2014
Logisitcare September 2014 - October 2014
SSI Group, Mobile, AL May 2014 - May 2014
Serve an American Express Company March 2012 - March 2014
TYBRIN Corporation December 2008 - February 2012
inContact October 2008 - December 2008
ThetaTraders.com July 2008 - December 2008
Cyclops Media Remote April 2008 - September 2008
Skills
TFS, Visual Studio, C#, .NET, WCF, Microsoft SQL Server, LINQ, XML, Agile Methodologies, ASP.NET, Software Development, Entity Framework, SQL, Silverlight, Object Oriented Design, Web Applications, Configuration Management, Release Management, Scrum, Software Engineering, IIS, SOA, MSBuild, Windows 7, Enterprise Architecture, WPF, ASP.NET MVC, OOP, Subversion, Web Services, JavaScript, Windows Server, Release Engineering, Project Management, ADO.NET, Software Design, Design Patterns, AJAX, Continuous Integration, Remote Administration, Remote Desktop, Service Oriented..., Branch Management, Visual C#, XSLT, VB.NET, Test Driven Development, SSRS, IT Ops, DevOps
Education
Neumont University 2006 — 2008
Bachelor of Science (B.S.), Computer Science, 3.55 Cumulative and graduated with Honors: Cum Laude
Northwest Florida State College 2003 — 2006
Electrical Engineering, Electrical and Electronics Engineering, 3.68
Stanley Lee, CFA Stanley Lee, CFA's CFA Institute Experience 2005 - 2011
Job Neuberger Berman Portfolio Manager Senior VP
Industry Financial Services
Experience
Neuberger Berman September 2008 - Present
The Maritime Aquarium at Norwalk July 2012 - Present
CFA Institute 2005 - 2011
NYSSA 2001 - 2011
David J. Greene and Company September 1992 - September 2008
Paine Webber 1989 - 1992
Drexel Burnham Lambert 1984 - 1989
Skills
Alternative Investments, Investment Strategies, Asset Managment, Fixed Income, Portfolio Management, Equities, Investments, Asset Allocation, Equity Research, Bloomberg, Series 7, Bonds, Mutual Funds, Hedge Funds, Capital Markets, Securities, Investment Management, Finance, Investment Banking, Asset Management, Wealth Management, Investment Advisory, Valuation, Financial Modeling
Education
Ithaca College 1980 — 1984
BS, Business Management/ Econ minor
Rye Country Day School 1979 — 1980
Scarsdale HS 1977 — 1978
Neuberger Berman September 2008 - Present
The Maritime Aquarium at Norwalk July 2012 - Present
CFA Institute 2005 - 2011
NYSSA 2001 - 2011
David J. Greene and Company September 1992 - September 2008
Paine Webber 1989 - 1992
Drexel Burnham Lambert 1984 - 1989
Skills
Alternative Investments, Investment Strategies, Asset Managment, Fixed Income, Portfolio Management, Equities, Investments, Asset Allocation, Equity Research, Bloomberg, Series 7, Bonds, Mutual Funds, Hedge Funds, Capital Markets, Securities, Investment Management, Finance, Investment Banking, Asset Management, Wealth Management, Investment Advisory, Valuation, Financial Modeling
Education
Ithaca College 1980 — 1984
BS, Business Management/ Econ minor
Rye Country Day School 1979 — 1980
Scarsdale HS 1977 — 1978
Mark Warren, CFA, CIMA's CFA Institute Experience 2011 - 2011
Job Accomplished Investment Manager
Industry Investment Management
Experience
Wespath Investment Management 2015 - Present
New Trier Township 2015 - Present
Ravine Bluffs Association (non-profit) 2012 - Present
Amber Mountain Capital (family office) 2015 - 2015
The Boeing Company 2008 - 2014
CFA Institute 2011 - 2011
HighMark Capital Management 2003 - 2008
Abu Dhabi Investment Authority (ADIA) 2001 - 2002
Deloitte 1996 - 2001
Education
Purdue University
Bachelor’s Degree, (B.S.)
Wespath Investment Management 2015 - Present
New Trier Township 2015 - Present
Ravine Bluffs Association (non-profit) 2012 - Present
Amber Mountain Capital (family office) 2015 - 2015
The Boeing Company 2008 - 2014
CFA Institute 2011 - 2011
HighMark Capital Management 2003 - 2008
Abu Dhabi Investment Authority (ADIA) 2001 - 2002
Deloitte 1996 - 2001
Education
Purdue University
Bachelor’s Degree, (B.S.)
Marianne Smith's CFA Institute Experience June 2011 - December 2011
Job Customer Relationship Manager Training Consultant
Industry Information Technology and Services
Experience
MA Inc. April 1992 - Present
Polycom June 2015 - August 2015
Broadcom August 2011 - September 2014
CFA Institute June 2011 - December 2011
Oracle University May 2010 - June 2011
State of Minnesota August 2010 - November 2010
Xerox April 2010 - May 2010
Hitachi Data Systems July 2009 - December 2009
Computer Training Institute May 2009 - June 2009
Xilinx September 2008 - November 2008
Skills
Siebel, Business Process, Change Management, CRM, Visio, Business Analysis, SDLC, E-Learning, Strategy, Oracle, ERP, Management, Program Management, Integration, Software Project..., Consulting
Education
Salesforce.com University 2014 — 2014
None, Salesforce Administration, Online Audit
The University of Akron 1985 — 1987
Bachelor's degree, Electrical Engineering
Florida Keys Community College 1983 — 1985
AS, Mechanical Engineering-Marine Propulsion
North Carolina State University
Non Degree seeking, Computer Science
MA Inc. April 1992 - Present
Polycom June 2015 - August 2015
Broadcom August 2011 - September 2014
CFA Institute June 2011 - December 2011
Oracle University May 2010 - June 2011
State of Minnesota August 2010 - November 2010
Xerox April 2010 - May 2010
Hitachi Data Systems July 2009 - December 2009
Computer Training Institute May 2009 - June 2009
Xilinx September 2008 - November 2008
Skills
Siebel, Business Process, Change Management, CRM, Visio, Business Analysis, SDLC, E-Learning, Strategy, Oracle, ERP, Management, Program Management, Integration, Software Project..., Consulting
Education
Salesforce.com University 2014 — 2014
None, Salesforce Administration, Online Audit
The University of Akron 1985 — 1987
Bachelor's degree, Electrical Engineering
Florida Keys Community College 1983 — 1985
AS, Mechanical Engineering-Marine Propulsion
North Carolina State University
Non Degree seeking, Computer Science
Jan Squires, CFA's CFA Institute Experience November 2009 - June 2015
Job CLevel Leader, University Professor
Industry Executive Office
Experience
CFA Institute November 2009 - June 2015
CFA Institute September 2008 - November 2009
CFA Institute September 2005 - August 2008
CFA Institute May 1999 - August 2005
Missouri State University August 1987 - May 1999
Skills
Investments, Valuation, Investment Management, Financial Analysis, Financial Markets, Psychometrics, Pedagogy, Cross-functional Team..., Business Strategy, Digital Strategy, Digital Curation, Expatriate Management, Globalization, Management, Financial Advisory, Options, Finance, Analysis, Emerging Markets, Bonds, Strategy, Financial Structuring, Equity Valuation, Leadership, Strategic Financial..., Mutual Funds, Risk Management, Financial Risk, Securities, Portfolio Management, Financial Services, Mergers, Corporate Governance, Competitive Analysis, Corporate Finance, Hedging, Economics, Business Valuation, Market Risk, Quantitative Analytics, FX Options, Distributed Team...
Education
National Association of Corporate Directors 2013 — 2013
Governance Fellow, Corporate Governance
National Association of Corporate Directors 2013 — 2013
Director Professionalism Course, Corporate Governance
NYU Stern School of Business 2012 — 2012
Executive Education Courses, Innovation and Disruptive Leadership
MIT Sloan School of Management 2010 — 2010
Executive Certificate, Management and Leadership
Institute of Chartered Financial Analysts 1985 — 1987
Chartered Financial Analyst (CFA)
University of Virginia - Darden Graduate School of Business Administration 1980 — 1984
Doctor of Business Administration (DBA), Finance
University of Central Missouri - Harmon College of Business 1969 — 1974
BS, MBA, Finance
CFA Institute November 2009 - June 2015
CFA Institute September 2008 - November 2009
CFA Institute September 2005 - August 2008
CFA Institute May 1999 - August 2005
Missouri State University August 1987 - May 1999
Skills
Investments, Valuation, Investment Management, Financial Analysis, Financial Markets, Psychometrics, Pedagogy, Cross-functional Team..., Business Strategy, Digital Strategy, Digital Curation, Expatriate Management, Globalization, Management, Financial Advisory, Options, Finance, Analysis, Emerging Markets, Bonds, Strategy, Financial Structuring, Equity Valuation, Leadership, Strategic Financial..., Mutual Funds, Risk Management, Financial Risk, Securities, Portfolio Management, Financial Services, Mergers, Corporate Governance, Competitive Analysis, Corporate Finance, Hedging, Economics, Business Valuation, Market Risk, Quantitative Analytics, FX Options, Distributed Team...
Education
National Association of Corporate Directors 2013 — 2013
Governance Fellow, Corporate Governance
National Association of Corporate Directors 2013 — 2013
Director Professionalism Course, Corporate Governance
NYU Stern School of Business 2012 — 2012
Executive Education Courses, Innovation and Disruptive Leadership
MIT Sloan School of Management 2010 — 2010
Executive Certificate, Management and Leadership
Institute of Chartered Financial Analysts 1985 — 1987
Chartered Financial Analyst (CFA)
University of Virginia - Darden Graduate School of Business Administration 1980 — 1984
Doctor of Business Administration (DBA), Finance
University of Central Missouri - Harmon College of Business 1969 — 1974
BS, MBA, Finance
Bhaskar Thota Bhaskar Thota's CFA Institute Experience October 2013 - Present
Job Principal Consultant CRM at Cognizant
Industry Information Technology and Services
Experience
Cognizant Technology Solutions March 2015 - Present
CFA Institute October 2013 - Present
Cognizant Technology Solutions July 2013 - February 2015
CFA Institute June 2012 - September 2013
Cognizant Technology Solutions September 2009 - June 2013
CFA Institute January 2012 - May 2012
KeyBank April 2010 - December 2011
Johnson & Johnson October 2009 - December 2009
Cbeyond May 2009 - September 2009
Amgen January 2007 - April 2009
Skills
CRM, Siebel, Enterprise Architecture, Requirements Analysis, Oracle, Architecture, Integration, Software Project..., User Acceptance Testing, Requirements Gathering, SDLC, DB2, EAI, SOA, Solution Architecture, PL/SQL, EIM, Web Services, Agile Methodologies, Business Analysis, Quality Center, Data Migration, SQL, Data Modeling, Business Process, Microsoft SQL Server, Business Requirements, IT Strategy, QTP, Master Data Management, Business Process Design, Agile Project Management, Databases, Global Delivery, Siebel EAI, Siebel Administration, Configurator
Education
Osmania University 1999 — 2001
M.Sc., Computational Techniques
Kakatiya University 1996 — 1999
Bachelor of Science (B.Sc.), Electronics
Cognizant Technology Solutions March 2015 - Present
CFA Institute October 2013 - Present
Cognizant Technology Solutions July 2013 - February 2015
CFA Institute June 2012 - September 2013
Cognizant Technology Solutions September 2009 - June 2013
CFA Institute January 2012 - May 2012
KeyBank April 2010 - December 2011
Johnson & Johnson October 2009 - December 2009
Cbeyond May 2009 - September 2009
Amgen January 2007 - April 2009
Skills
CRM, Siebel, Enterprise Architecture, Requirements Analysis, Oracle, Architecture, Integration, Software Project..., User Acceptance Testing, Requirements Gathering, SDLC, DB2, EAI, SOA, Solution Architecture, PL/SQL, EIM, Web Services, Agile Methodologies, Business Analysis, Quality Center, Data Migration, SQL, Data Modeling, Business Process, Microsoft SQL Server, Business Requirements, IT Strategy, QTP, Master Data Management, Business Process Design, Agile Project Management, Databases, Global Delivery, Siebel EAI, Siebel Administration, Configurator
Education
Osmania University 1999 — 2001
M.Sc., Computational Techniques
Kakatiya University 1996 — 1999
Bachelor of Science (B.Sc.), Electronics
Kristen Spatz's CFA Institute Experience May 2013 - September 2013
Job Office Administrator at Investure
Industry Financial Services
Experience
Investure September 2013 - Present
CFA Institute May 2013 - September 2013
Walt Disney World August 2012 - May 2013
PBM Capital Group February 2011 - August 2012
Skills
Event Planning, Event Management, Social Networking, Social Media, Facebook, Outlook, PowerPoint, Administrative..., Office Administration, Office Management, Project Management, Facilities Management, Travel Planning, QuickBooks, Meeting Planning, Customer Service, Social Media Marketing, Management
Education
Old Dominion University
Bachelor’s Degree, Communications: Professional Communication
Investure September 2013 - Present
CFA Institute May 2013 - September 2013
Walt Disney World August 2012 - May 2013
PBM Capital Group February 2011 - August 2012
Skills
Event Planning, Event Management, Social Networking, Social Media, Facebook, Outlook, PowerPoint, Administrative..., Office Administration, Office Management, Project Management, Facilities Management, Travel Planning, QuickBooks, Meeting Planning, Customer Service, Social Media Marketing, Management
Education
Old Dominion University
Bachelor’s Degree, Communications: Professional Communication
Sarathi Sakthivel's CFA Institute Experience June 2013 - Present
Job Financial Analyst at Institute of International Education
Industry Financial Services
Experience
Institute of International Education 2014 - Present
CFA Institute June 2013 - Present
Verisk Analytics 2012 - July 2013
INVESTMENT ACCOUNT (PERSONAL) 2012 - 2013
TY KU Premium Sake & Spirits 2012 - 2012
Lehigh University 2011 - 2012
Citi 2011 - 2011
Lehigh University 2010 - 2010
Electronic-Cents 2009 - 2010
Skills
Bloomberg, Financial Modeling, Financial Analysis, Valuation, Investments, Equities, Strategic Planning, Investment Banking, Microsoft Excel, Bloomberg Terminal, PowerPoint, Asset Managment, Portfolio Management, Microsoft Office, Business Analysis, Project Management, Communication, Multi Tasking, Highly detail oriented, Financial Services, Corporate Finance, Forecasting, Trading
Education
Lehigh University 2008 — 2012
Bachelor of Science (B.S.) in Business & Economics, Magna Cum Laude, Finance, 3.6
LEDA Scholars Foundation 2006 — 2008
NA, Politics; Ethics
Academy of American Studies High School 2004 — 2008
HS Diploma, History and Liberal Arts
Institute of International Education 2014 - Present
CFA Institute June 2013 - Present
Verisk Analytics 2012 - July 2013
INVESTMENT ACCOUNT (PERSONAL) 2012 - 2013
TY KU Premium Sake & Spirits 2012 - 2012
Lehigh University 2011 - 2012
Citi 2011 - 2011
Lehigh University 2010 - 2010
Electronic-Cents 2009 - 2010
Skills
Bloomberg, Financial Modeling, Financial Analysis, Valuation, Investments, Equities, Strategic Planning, Investment Banking, Microsoft Excel, Bloomberg Terminal, PowerPoint, Asset Managment, Portfolio Management, Microsoft Office, Business Analysis, Project Management, Communication, Multi Tasking, Highly detail oriented, Financial Services, Corporate Finance, Forecasting, Trading
Education
Lehigh University 2008 — 2012
Bachelor of Science (B.S.) in Business & Economics, Magna Cum Laude, Finance, 3.6
LEDA Scholars Foundation 2006 — 2008
NA, Politics; Ethics
Academy of American Studies High School 2004 — 2008
HS Diploma, History and Liberal Arts
Shayna Cochran's CFA Institute Experience October 2014 - Present
Job Marketing Coordinator at CFA Institute
Industry Marketing and Advertising
Experience
CFA Institute October 2014 - Present
Marketing Mojo, A Digital Marketing Agency June 2014 - October 2014
CFA Institute January 2014 - May 2014
The Warren Firm January 2013 - May 2014
Lynchburg College August 2012 - December 2013
Student Services Moving and Storage Company May 2013 - August 2013
Lynchburg College September 2011 - May 2012
ACAC Fitness & Wellness Center May 2011 - August 2011
ACAC Fitness & Wellness Center May 2011 - August 2011
Skills
Social Media, Customer Service, Microsoft Word, Microsoft Excel, Sales, Team Leadership, Process Scheduler, Event Management, Event Planning, Data Entry, Fundraising, Google Webmaster Tools, Google Analytics, Google Adwords, HTML, Bing Advertising, LinkedIn Advertising, Editing, Word, Excel, Organizing, Writing, People-oriented, Optimistic, Scheduling, Basic Accounting, Front Office, Microsoft Publisher, Wellness, Inside Sales, Wellness Programming, Public Speaking, PowerPoint, Facebook, Microsoft Office, Time Management, Marketing, Social Networking, Social Media Marketing, Teamwork
Education
Lynchburg College 2011 — 2014
Bachelor of Arts (B.A.), Marketing
James Madison University 2010 — 2011
CFA Institute October 2014 - Present
Marketing Mojo, A Digital Marketing Agency June 2014 - October 2014
CFA Institute January 2014 - May 2014
The Warren Firm January 2013 - May 2014
Lynchburg College August 2012 - December 2013
Student Services Moving and Storage Company May 2013 - August 2013
Lynchburg College September 2011 - May 2012
ACAC Fitness & Wellness Center May 2011 - August 2011
ACAC Fitness & Wellness Center May 2011 - August 2011
Skills
Social Media, Customer Service, Microsoft Word, Microsoft Excel, Sales, Team Leadership, Process Scheduler, Event Management, Event Planning, Data Entry, Fundraising, Google Webmaster Tools, Google Analytics, Google Adwords, HTML, Bing Advertising, LinkedIn Advertising, Editing, Word, Excel, Organizing, Writing, People-oriented, Optimistic, Scheduling, Basic Accounting, Front Office, Microsoft Publisher, Wellness, Inside Sales, Wellness Programming, Public Speaking, PowerPoint, Facebook, Microsoft Office, Time Management, Marketing, Social Networking, Social Media Marketing, Teamwork
Education
Lynchburg College 2011 — 2014
Bachelor of Arts (B.A.), Marketing
James Madison University 2010 — 2011
Vadim Firfa's CFA Institute Experience September 2013 - January 2014
Job Assurance Associate at PwC
Industry Higher Education
Experience
PwC January 2015 - Present
Delta Sigma Pi April 2014 - December 2014
Minnesota State Colleges and Universities - Campus Service Cooperative December 2013 - November 2014
Minnesota State University, Mankato April 2012 - November 2014
Becker Professional Education March 2012 - August 2014
CFA Institute September 2013 - January 2014
Maverick Student Investment Fund August 2013 - December 2013
Wells Fargo Bank May 2013 - August 2013
KDV January 2013 - May 2013
Morgan Stanley June 2012 - December 2012
Skills
Accounting, Leadership, Teamwork, Financial Analysis, Microsoft Excel, Investments, Finance, Critical Thinking, LinkedIn, Microsoft Office, Mutual Funds, Time Management, Customer Service, Business Analysis, QuickBooks, PowerPoint, Management, Problem Solving, Analysis, Forecasting, Team Leadership, Auditing, Financial Statements, ProSystem fx Tax, Tax Accounting, Tax Preparation, Budgets, Financial Accounting, CCH ProSystem fx, Fixed Assets, Tax Returns, Corporate Tax, Income Tax, Asset Keeper, Morningstar, Compliance, Tax Research, Tax, Metrics, MS Excel Pivot Tables, Excel models, Team Management, Event Management
Education
Minnesota State University, Mankato 2009 — 2014
Bachelor's Degree, Accounting and Finance (Investment Analysis)
Liceul "Orizont" (Moldo-Turc) 2006 — 2009
High School Diploma, 9.38/10
PwC January 2015 - Present
Delta Sigma Pi April 2014 - December 2014
Minnesota State Colleges and Universities - Campus Service Cooperative December 2013 - November 2014
Minnesota State University, Mankato April 2012 - November 2014
Becker Professional Education March 2012 - August 2014
CFA Institute September 2013 - January 2014
Maverick Student Investment Fund August 2013 - December 2013
Wells Fargo Bank May 2013 - August 2013
KDV January 2013 - May 2013
Morgan Stanley June 2012 - December 2012
Skills
Accounting, Leadership, Teamwork, Financial Analysis, Microsoft Excel, Investments, Finance, Critical Thinking, LinkedIn, Microsoft Office, Mutual Funds, Time Management, Customer Service, Business Analysis, QuickBooks, PowerPoint, Management, Problem Solving, Analysis, Forecasting, Team Leadership, Auditing, Financial Statements, ProSystem fx Tax, Tax Accounting, Tax Preparation, Budgets, Financial Accounting, CCH ProSystem fx, Fixed Assets, Tax Returns, Corporate Tax, Income Tax, Asset Keeper, Morningstar, Compliance, Tax Research, Tax, Metrics, MS Excel Pivot Tables, Excel models, Team Management, Event Management
Education
Minnesota State University, Mankato 2009 — 2014
Bachelor's Degree, Accounting and Finance (Investment Analysis)
Liceul "Orizont" (Moldo-Turc) 2006 — 2009
High School Diploma, 9.38/10
Cathy Rigby CCTE, GTP Cathy Rigby CCTE, GTP's CFA Institute Experience March 2000 - Present
Job Global Travel Manager at CFA Institute
Industry Nonprofit Organization Management
Experience
CFA Institute March 2000 - Present
CFA Institute January 2004 - March 2012
CFA Institute May 2000 - January 2004
Accent On Travel September 1997 - April 2000
Skills
Travel Management, Risk Management, Customer Relations, Event Management, Customer Service, Budgets, English, Microsoft Office, Nonprofits, Contract Negotiation, Supplier Performance, Supplier Quality..., Business Strategy, Management, Accounting, Business Development, Analysis, Financial Analysis, Policy Writing, Policy Compliance, Vendor Relationship..., Staff Development, Staff Management, Employee Training
Education
PVCC
Piedmont Virginia Community College
CFA Institute March 2000 - Present
CFA Institute January 2004 - March 2012
CFA Institute May 2000 - January 2004
Accent On Travel September 1997 - April 2000
Skills
Travel Management, Risk Management, Customer Relations, Event Management, Customer Service, Budgets, English, Microsoft Office, Nonprofits, Contract Negotiation, Supplier Performance, Supplier Quality..., Business Strategy, Management, Accounting, Business Development, Analysis, Financial Analysis, Policy Writing, Policy Compliance, Vendor Relationship..., Staff Development, Staff Management, Employee Training
Education
PVCC
Piedmont Virginia Community College
Michele L. Armentrout Michele L. Armentrout's CFA Institute Experience January 2013 - Present
Job Communications & Content Strategy, Communications Specialist
Industry Financial Services
Experience
CFA Institute January 2013 - Present
CFA Institute May 2008 - January 2013
University of Virginia January 2008 - May 2008
Consultant / Freelance January 2002 - January 2008
University of Phoenix January 2002 - December 2007
Levenger: Tools for Serious Readers 1997 - 2002
Water Conditioning & Purification Magazine 1994 - 1997
Pima Community College 1991 - 1994
Arizona Theatre Company 1990 - 1991
Skills
Social Media, Editing, Management, Research, Marketing, Publishing, Proposal Writing, Marketing Communications, Corporate Communications, Media Relations, Press Releases, Internal Communications, Public Relations, Newsletters, Publications, Writing, Creative Writing, Speech Writing, Public Speaking, Content Strategy
Education
University of Arizona
Master of Arts, Journalism
Radford University
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
CFA Institute January 2013 - Present
CFA Institute May 2008 - January 2013
University of Virginia January 2008 - May 2008
Consultant / Freelance January 2002 - January 2008
University of Phoenix January 2002 - December 2007
Levenger: Tools for Serious Readers 1997 - 2002
Water Conditioning & Purification Magazine 1994 - 1997
Pima Community College 1991 - 1994
Arizona Theatre Company 1990 - 1991
Skills
Social Media, Editing, Management, Research, Marketing, Publishing, Proposal Writing, Marketing Communications, Corporate Communications, Media Relations, Press Releases, Internal Communications, Public Relations, Newsletters, Publications, Writing, Creative Writing, Speech Writing, Public Speaking, Content Strategy
Education
University of Arizona
Master of Arts, Journalism
Radford University
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Alexandra Kozlowski's CFA Institute Experience June 2015 - June 2015
Job Public Relations and Publicity Intern at Lipedema Simplified, LLC
Industry Research
Experience
Lipedema Simplified, LLC August 2015 - Present
University of Toronto, School of Public Policy & Governance May 2015 - Present
University of Toronto April 2014 - September 2015
CFA Institute June 2015 - June 2015
University of Toronto Medicine and Law Summer Program June 2012 - August 2014
Atikokan Progress May 2005 - September 2012
Atikokan Arts Centre June 2010 - August 2010
Skills
Leadership, Interpersonal Skills, Communication, Cultural Awareness, Research, Teamwork, Organization Skills, Event Planning, Critical Thinking, Project Management, Environmental Awareness, Independent Projects, Report Writing, Problem Solving, Customer Service, Time Management, Writing, Social Media
Education
University of Toronto 2010 — 2015
Honours Bachelor of Science (H.B.Sc.), Major in Psychology and Double Minor in Biology and Buddhism, Psychology & Mental Health, With Distinction
Jagiellonian University 2012 — 2013
Self-Designed Study Abroad Program: Kraków, Poland, Psychology
Lipedema Simplified, LLC August 2015 - Present
University of Toronto, School of Public Policy & Governance May 2015 - Present
University of Toronto April 2014 - September 2015
CFA Institute June 2015 - June 2015
University of Toronto Medicine and Law Summer Program June 2012 - August 2014
Atikokan Progress May 2005 - September 2012
Atikokan Arts Centre June 2010 - August 2010
Skills
Leadership, Interpersonal Skills, Communication, Cultural Awareness, Research, Teamwork, Organization Skills, Event Planning, Critical Thinking, Project Management, Environmental Awareness, Independent Projects, Report Writing, Problem Solving, Customer Service, Time Management, Writing, Social Media
Education
University of Toronto 2010 — 2015
Honours Bachelor of Science (H.B.Sc.), Major in Psychology and Double Minor in Biology and Buddhism, Psychology & Mental Health, With Distinction
Jagiellonian University 2012 — 2013
Self-Designed Study Abroad Program: Kraków, Poland, Psychology
Vera Shulgina's CFA Institute Experience May 2012 - February 2013
Job Vice President at Hold Brothers Capital
Industry Financial Services
Experience
Hold Brothers Capital, LLC June 2015 - Present
Trenchant Funds May 2013 - May 2015
Fresh Digital Group May 2014 - November 2014
Waldorf Astoria Hotel February 2013 - August 2013
CFA Institute May 2012 - February 2013
Skills
Marketing Strategy, Management, Analysis, Project Planning, Team Leadership, Project Management, Product Management, Finance, Teamwork, Event Management, Social Media Marketing, Sales, Marketing, Social Networking
Education
New York University 2011 — 2015
Bachelor of Arts (B.A.), Economics
WWP High School South 2007 — 2011
High School
Hold Brothers Capital, LLC June 2015 - Present
Trenchant Funds May 2013 - May 2015
Fresh Digital Group May 2014 - November 2014
Waldorf Astoria Hotel February 2013 - August 2013
CFA Institute May 2012 - February 2013
Skills
Marketing Strategy, Management, Analysis, Project Planning, Team Leadership, Project Management, Product Management, Finance, Teamwork, Event Management, Social Media Marketing, Sales, Marketing, Social Networking
Education
New York University 2011 — 2015
Bachelor of Arts (B.A.), Economics
WWP High School South 2007 — 2011
High School
Christopher Douty, MBA's CFA Institute Experience May 2015 - Present
Job Quality Assurance Analyst at CFA Institute
Industry Information Technology and Services
Experience
CFA Institute May 2015 - Present
Titania Solutions Group, Inc. November 2013 - May 2015
Clark Distributors May 2011 - October 2013
Skills
Testing, HP Quality Center, System Testing, PL/SQL, Databases, Microsoft Excel, HP ALM, SQL Plus, RHEL, Visual Studio, Siebel, Selenium Testing
Education
Radford University 2011 — 2012
Master of Business Administration (MBA)
Radford University 2006 — 2010
Bachelor of Business Administration (BBA)
CFA Institute May 2015 - Present
Titania Solutions Group, Inc. November 2013 - May 2015
Clark Distributors May 2011 - October 2013
Skills
Testing, HP Quality Center, System Testing, PL/SQL, Databases, Microsoft Excel, HP ALM, SQL Plus, RHEL, Visual Studio, Siebel, Selenium Testing
Education
Radford University 2011 — 2012
Master of Business Administration (MBA)
Radford University 2006 — 2010
Bachelor of Business Administration (BBA)
Zeyun (Selina) Li Zeyun (Selina) Li's CFA Institute Experience October 2013 - December 2013
Job Student at New York University
Industry Investment Management
Experience
MetLife September 2014 - November 2014
Essence Securities Co., Ltd August 2014 - September 2014
China Construction Bank August 2014 - August 2014
University of Oxford July 2014 - July 2014
Citi January 2014 - January 2014
CFA Institute October 2013 - December 2013
The University of Manchester July 2013 - August 2013
Skills
Microsoft Office, Java, R, Python, Leadership, Teamwork, Data Analysis, Customer Service, Sales, Financial Modeling, Financial Analysis, Research
Education
New York University 2015 — 2017
Master’s Degree, Economics, Not Available yet
Zhejiang University 2011 — 2015
Bachelor’s Degree, International Economics and Trade ‖ English, 3.85/4.0
MetLife September 2014 - November 2014
Essence Securities Co., Ltd August 2014 - September 2014
China Construction Bank August 2014 - August 2014
University of Oxford July 2014 - July 2014
Citi January 2014 - January 2014
CFA Institute October 2013 - December 2013
The University of Manchester July 2013 - August 2013
Skills
Microsoft Office, Java, R, Python, Leadership, Teamwork, Data Analysis, Customer Service, Sales, Financial Modeling, Financial Analysis, Research
Education
New York University 2015 — 2017
Master’s Degree, Economics, Not Available yet
Zhejiang University 2011 — 2015
Bachelor’s Degree, International Economics and Trade ‖ English, 3.85/4.0
Luke Pieczynski's CFA Institute Experience October 2012 - Present
Job Interactive Art Director and Digital Strategist
Industry Graphic Design
Experience
CFA Institute October 2012 - Present
LPP Design February 2002 - Present
Media General December 2010 - August 2012
Dynamic Brands June 2009 - October 2010
Logistics 2020, Inc. February 2008 - April 2009
Capital One May 2007 - February 2008
Hall + Partners Communication Architects May 2004 - May 2007
Skills
Art Direction, Digital Strategy, User Experience, Web Design, Email Marketing, HTML, Graphic Design, Leadership, Corporate Branding, Branding & Identity, Marketing Strategy, Strategic Leadership, Logo Design, Brand Development, Adobe Creative Suite, User Experience Design, Information Architecture, Advertising, Multimedia, Usability, Web Standards, Photography, Interaction Design, Web Development, Illustration
Education
Future Leaders Summit 2015 — 2015
99U Conference by Behance 2015 — 2015
Leadership, Design
HOW Design Live 2014 — 2014
Leadership, Design
Facilitation: By Design 2013 — 2013
Facilitation, Leadership, Design
An Event Apart 2013 — 2013
Design, Mobile Development
Adobe MAX 2008 2008 — 2008
Design
Mercyhurst University 1999 — 2003
Bachelor's Degree, Graphic Design
Bethel Park High School 1995 — 1999
CFA Institute October 2012 - Present
LPP Design February 2002 - Present
Media General December 2010 - August 2012
Dynamic Brands June 2009 - October 2010
Logistics 2020, Inc. February 2008 - April 2009
Capital One May 2007 - February 2008
Hall + Partners Communication Architects May 2004 - May 2007
Skills
Art Direction, Digital Strategy, User Experience, Web Design, Email Marketing, HTML, Graphic Design, Leadership, Corporate Branding, Branding & Identity, Marketing Strategy, Strategic Leadership, Logo Design, Brand Development, Adobe Creative Suite, User Experience Design, Information Architecture, Advertising, Multimedia, Usability, Web Standards, Photography, Interaction Design, Web Development, Illustration
Education
Future Leaders Summit 2015 — 2015
99U Conference by Behance 2015 — 2015
Leadership, Design
HOW Design Live 2014 — 2014
Leadership, Design
Facilitation: By Design 2013 — 2013
Facilitation, Leadership, Design
An Event Apart 2013 — 2013
Design, Mobile Development
Adobe MAX 2008 2008 — 2008
Design
Mercyhurst University 1999 — 2003
Bachelor's Degree, Graphic Design
Bethel Park High School 1995 — 1999
Ray Galkowski, CFA Ray Galkowski, CFA's CFA Institute Experience May 2006 - April 2013
Job President, PAR Wealth Management (Princeton Absolute Returns, LLC)
Industry Investment Management
Experience
PAR Wealth Management (Princeton Absolute Returns, LLC (PAR)) April 2003 - Present
CFA Society of South Florida (CFASFL) July 2014 - June 2015
CFA Institute May 2006 - April 2013
The Carlyle Group 2003 - 2004
Fortress Investment Group 2003 - 2004
Maple Securities 2003 - 2004
Financial Security Assurance, a former NYSE-listed firm April 1997 - April 2003
Standard & Poor's May 1987 - April 1997
Skills
Fixed Income, Portfolio Management, Capital Markets, Investments, Equities, Asset Allocation, Asset Management, Structured Finance, ABS, Derivatives, Financial Markets, Hedge Funds, Securities, Credit, Wealth Management, Alternative Investments, Credit Analysis, Structured Products, Financial Structuring, Finance, Risk Management, Bonds, Financial Services, Investment Management, Due Diligence, Value Investing, Valuation, Financial Risk, Trading, Financial Modeling, Financial Analysis, Investment Strategies, Private Equity, MBS, Equity Research, Economics, Asset Managment, Bloomberg, Insurance
Education
New York University
MA, Economics
William Paterson University of New Jersey
BA, Economics, Magna Cum Laude
PAR Wealth Management (Princeton Absolute Returns, LLC (PAR)) April 2003 - Present
CFA Society of South Florida (CFASFL) July 2014 - June 2015
CFA Institute May 2006 - April 2013
The Carlyle Group 2003 - 2004
Fortress Investment Group 2003 - 2004
Maple Securities 2003 - 2004
Financial Security Assurance, a former NYSE-listed firm April 1997 - April 2003
Standard & Poor's May 1987 - April 1997
Skills
Fixed Income, Portfolio Management, Capital Markets, Investments, Equities, Asset Allocation, Asset Management, Structured Finance, ABS, Derivatives, Financial Markets, Hedge Funds, Securities, Credit, Wealth Management, Alternative Investments, Credit Analysis, Structured Products, Financial Structuring, Finance, Risk Management, Bonds, Financial Services, Investment Management, Due Diligence, Value Investing, Valuation, Financial Risk, Trading, Financial Modeling, Financial Analysis, Investment Strategies, Private Equity, MBS, Equity Research, Economics, Asset Managment, Bloomberg, Insurance
Education
New York University
MA, Economics
William Paterson University of New Jersey
BA, Economics, Magna Cum Laude
Roman McAchren's CFA Institute Experience October 2013 - Present
Job Client Services Specialist at CFA Institute
Industry Financial Services
Experience
CFA Institute October 2013 - Present
Charlottesville Tom Sox March 2015 - Present
CFA Institute February 2012 - October 2013
The Country Club of Virginia September 2010 - February 2012
Skills
Event Management, Event Planning, Time Management, Customer Service, PowerPoint, Public Relations, Fundraising, Microsoft Word, Social Media, Public Speaking, Leadership, Microsoft Office, Budgets, Research, Sales, Microsoft Excel, Statistics, Social Media Marketing, Editing, Negotiation, Community Outreach, Data Analysis, Facebook, Marketing Communications, Higher Education
Education
Lynchburg College 2007 — 2011
B.S., Criminology
CFA Institute October 2013 - Present
Charlottesville Tom Sox March 2015 - Present
CFA Institute February 2012 - October 2013
The Country Club of Virginia September 2010 - February 2012
Skills
Event Management, Event Planning, Time Management, Customer Service, PowerPoint, Public Relations, Fundraising, Microsoft Word, Social Media, Public Speaking, Leadership, Microsoft Office, Budgets, Research, Sales, Microsoft Excel, Statistics, Social Media Marketing, Editing, Negotiation, Community Outreach, Data Analysis, Facebook, Marketing Communications, Higher Education
Education
Lynchburg College 2007 — 2011
B.S., Criminology
Edward Coles Jr. Edward Coles Jr.'s CFA Institute Experience July 2014 - Present
Job Technology Specialist at CFA Institute
Industry Financial Services
Experience
CFA Institute July 2014 - Present
CFA Institute August 2012 - July 2014
CFA Institute February 2010 - August 2012
AdcommDigitel 2009 - 2010
The Global Development Network 2008 - 2009
Up Against The Wall 2005 - 2007
Education
Radford University 2005 — 2008
Bachelor of Science (B.S.) Fashion Merchandising, Marketing Minor
Robert E Lee High School 1996 — 2000
High School Diploma
CFA Institute July 2014 - Present
CFA Institute August 2012 - July 2014
CFA Institute February 2010 - August 2012
AdcommDigitel 2009 - 2010
The Global Development Network 2008 - 2009
Up Against The Wall 2005 - 2007
Education
Radford University 2005 — 2008
Bachelor of Science (B.S.) Fashion Merchandising, Marketing Minor
Robert E Lee High School 1996 — 2000
High School Diploma
Tony Wilkins, CFA Tony Wilkins, CFA's CFA Institute Experience 2006 - 2012
Job Managing Director at BNY Mellon
Industry Investment Management
Experience
BNY Mellon January 2013 - Present
Northern Trust Global Investments October 2011 - February 2012
CFA Institute 2006 - 2012
Northern Trust June 2009 - October 2011
Northern Trust April 2003 - June 2009
Northern Trust Global Investments February 1997 - April 2003
Weiss Peck & Greer January 1993 - April 1996
Stein Roe & Farnham July 1986 - December 1992
Skills
Investments, Endowments, Institutional, Institutional Investors, Pensions, Consultants, Asset Management, Investment Consultants, Board Leadership, Angel Investing, Institutional Asset..., Asset Managment, Entrepreneurship, Institutional..., Securities, Bloomberg, Hedge Funds, Defined Contribution, Pension Funds, Investment Management, Mergers & Acquisitions, Financial Modeling, Emerging Markets, Leadership, Due Diligence, Valuation, Bonds, Investor Relations, Series 63, Equities, Series 7, Fixed Income, Investment Strategies, Financial Markets, Trading, Financial Risk, Finance, Alternative Investments, Options, Portfolio Management, Capital Markets, Investment Advisory, Mutual Funds, Risk Management, Strategy, Private Equity, Wealth Management, Wealth Management..., Asset Allocation, High Net Worth...
Education
The University of Chicago - Booth School of Business 1983 — 1986
MBA, Finance and Behavioral Science
Northwestern University 1975 — 1979
BSEE, Microelectronics
BNY Mellon January 2013 - Present
Northern Trust Global Investments October 2011 - February 2012
CFA Institute 2006 - 2012
Northern Trust June 2009 - October 2011
Northern Trust April 2003 - June 2009
Northern Trust Global Investments February 1997 - April 2003
Weiss Peck & Greer January 1993 - April 1996
Stein Roe & Farnham July 1986 - December 1992
Skills
Investments, Endowments, Institutional, Institutional Investors, Pensions, Consultants, Asset Management, Investment Consultants, Board Leadership, Angel Investing, Institutional Asset..., Asset Managment, Entrepreneurship, Institutional..., Securities, Bloomberg, Hedge Funds, Defined Contribution, Pension Funds, Investment Management, Mergers & Acquisitions, Financial Modeling, Emerging Markets, Leadership, Due Diligence, Valuation, Bonds, Investor Relations, Series 63, Equities, Series 7, Fixed Income, Investment Strategies, Financial Markets, Trading, Financial Risk, Finance, Alternative Investments, Options, Portfolio Management, Capital Markets, Investment Advisory, Mutual Funds, Risk Management, Strategy, Private Equity, Wealth Management, Wealth Management..., Asset Allocation, High Net Worth...
Education
The University of Chicago - Booth School of Business 1983 — 1986
MBA, Finance and Behavioral Science
Northwestern University 1975 — 1979
BSEE, Microelectronics
Christian Heuer Christian Heuer's CFA Institute Experience September 2013 - Present
Job Healthcare Consultant
Industry Accounting
Experience
Crowe Horwath LLP April 2004 - Present
CFA Institute September 2013 - Present
CFA Society of Nashville July 2008 - Present
Tennessee State University 2015 - 2015
Mercer Capital September 1999 - March 2004
Skills
Financial Modeling, Financial Analysis, Due Diligence, Financial Reporting, Valuation, Accounting, Mergers, Strategic Planning, Budget, Process Improvement, Strategic Financial..., Business Development, Management Consulting, Mergers & Acquisitions, Finance, Internal Controls, Derivatives, Securities, Investments, Corporate Finance
Education
Lipscomb University
Bachelor of Arts
The University of Memphis
Master of Business Administration
The University of Memphis
Master of Arts - Economics
Crowe Horwath LLP April 2004 - Present
CFA Institute September 2013 - Present
CFA Society of Nashville July 2008 - Present
Tennessee State University 2015 - 2015
Mercer Capital September 1999 - March 2004
Skills
Financial Modeling, Financial Analysis, Due Diligence, Financial Reporting, Valuation, Accounting, Mergers, Strategic Planning, Budget, Process Improvement, Strategic Financial..., Business Development, Management Consulting, Mergers & Acquisitions, Finance, Internal Controls, Derivatives, Securities, Investments, Corporate Finance
Education
Lipscomb University
Bachelor of Arts
The University of Memphis
Master of Business Administration
The University of Memphis
Master of Arts - Economics
Alliccia Hernandez Alliccia Hernandez's CFA Institute Experience July 2013 - October 2014
Job Public Relations Specialist at CFA Institute
Industry Public Relations and Communications
Experience
CFA Institute July 2013 - October 2014
Makovsky January 2013 - May 2013
AllianceBernstein February 2008 - July 2012
The Princeton Review April 2007 - October 2007
Genworth Financial 2006 - 2007
Skills
Public Relations, Strategic Communications, Social Media, Research, Public Speaking, Marketing Communications, New Business Development, Proposal Writing, Project Management, Management, Business Planning, Sales, CisionPoint, Factiva
Education
New York University 2012 — 2014
Master of Science (MS), Public Relations and Corporate Communication
Royal Holloway, U. of London 2002 — 2005
Bachelor of Arts (B.A.), History
CFA Institute July 2013 - October 2014
Makovsky January 2013 - May 2013
AllianceBernstein February 2008 - July 2012
The Princeton Review April 2007 - October 2007
Genworth Financial 2006 - 2007
Skills
Public Relations, Strategic Communications, Social Media, Research, Public Speaking, Marketing Communications, New Business Development, Proposal Writing, Project Management, Management, Business Planning, Sales, CisionPoint, Factiva
Education
New York University 2012 — 2014
Master of Science (MS), Public Relations and Corporate Communication
Royal Holloway, U. of London 2002 — 2005
Bachelor of Arts (B.A.), History
Quan(John) Gu Quan(John) Gu's CFA Institute Experience September 2013 - March 2014
Job Analytical Testing at SAS
Industry Capital Markets
Experience
SAS May 2014 - Present
CFA Institute September 2013 - March 2014
WISDOM WEALTH MANAGEMENT CO., LTD. March 2012 - June 2013
New Oriental Education & Technology Group (NYSE:EDU) March 2012 - June 2013
Shanghai Pudong Development Bank September 2011 - December 2011
The Communist Youth League Committee of Shenzhen March 2011 - September 2011
Skills
Financial Analysis, Financial Modeling, Statistics, Stock Trading, C++, VBA, Matlab, Mathematics, English, Eviews, Java, SAS, R, Research, Economics, Data Analysis, Microsoft Office, Statistical Modeling
Education
North Carolina State University 2013 — 2015
Master's degree, Financial Mathematics
Shenzhen University 2007 — 2011
Double Bachelor's degree, Finance and Applied Mathematics
Stanford University 2010 — 2010
General Studies
SAS May 2014 - Present
CFA Institute September 2013 - March 2014
WISDOM WEALTH MANAGEMENT CO., LTD. March 2012 - June 2013
New Oriental Education & Technology Group (NYSE:EDU) March 2012 - June 2013
Shanghai Pudong Development Bank September 2011 - December 2011
The Communist Youth League Committee of Shenzhen March 2011 - September 2011
Skills
Financial Analysis, Financial Modeling, Statistics, Stock Trading, C++, VBA, Matlab, Mathematics, English, Eviews, Java, SAS, R, Research, Economics, Data Analysis, Microsoft Office, Statistical Modeling
Education
North Carolina State University 2013 — 2015
Master's degree, Financial Mathematics
Shenzhen University 2007 — 2011
Double Bachelor's degree, Finance and Applied Mathematics
Stanford University 2010 — 2010
General Studies
Morgan Rakes Morgan Rakes's CFA Institute Experience November 2014 - Present
Job Product Development Coordinator at CFA Institute
Industry Financial Services
Experience
CFA Institute November 2014 - Present
Chesterfield County January 2014 - October 2014
Central Virginia Small Business Development Center August 2012 - December 2013
James Madison University August 2012 - December 2013
Standard & Poor's June 2011 - August 2012
Enterprise Rent-A-Car August 2010 - June 2011
Skills
Editing, Research, Data Analysis, Editorial, Leadership, Communication Skills, Motivation, Computer Proficiency, SPSS, Detailed Organization, Creative Problem Solving, Dreamweaver, Financial Reporting, Public Administration, Proofreading
Education
James Madison University 2012 — 2013
Master of Public Administration (MPA)
James Madison University 2006 — 2010
BS, Economics
CFA Institute November 2014 - Present
Chesterfield County January 2014 - October 2014
Central Virginia Small Business Development Center August 2012 - December 2013
James Madison University August 2012 - December 2013
Standard & Poor's June 2011 - August 2012
Enterprise Rent-A-Car August 2010 - June 2011
Skills
Editing, Research, Data Analysis, Editorial, Leadership, Communication Skills, Motivation, Computer Proficiency, SPSS, Detailed Organization, Creative Problem Solving, Dreamweaver, Financial Reporting, Public Administration, Proofreading
Education
James Madison University 2012 — 2013
Master of Public Administration (MPA)
James Madison University 2006 — 2010
BS, Economics
Shasha Li's CFA Institute Experience June 2011 - Present
Job Graduate student at Purdue University
Industry Financial Services
Experience
CFA Institute June 2011 - Present
Purdue University August 2010 - Present
Purdue University August 2010 - Present
GrandField March 2010 - June 2010
Education
Purdue University 2010 — 2012
CFA Institute June 2011 - Present
Purdue University August 2010 - Present
Purdue University August 2010 - Present
GrandField March 2010 - June 2010
Education
Purdue University 2010 — 2012
Nanci Morris, CFA's CFA Institute Experience 2008 - September 2012
Job Institutional Investment Consultant
Industry Financial Services
Experience
New England Retirement Consultants LLC January 2010 - Present
Lycoming College 2008 - Present
Christian Brothers Investment Services 2008 - Present
NDM Management LLC January 2007 - Present
NYSSA 2000 - Present
CFA Institute 2008 - September 2012
Children's Specialized Hospital 2007 - January 2012
NYSSA June 2009 - June 2011
Princeton Theological Seminary October 2004 - December 2006
Callan Associates 1999 - 2001
Skills
Alternative Investments, Mutual Funds, Investments, Retirement, Retirement Planning, Strategy, Asset Management, Portfolio Management, Financial Modeling, Investment Management, Equities, Management, Investment Strategies, Asset Allocation, Investment Advisory, Hedge Funds, Financial Services
Education
Chartered Financial Analyst
Lycoming College
BA
New England Retirement Consultants LLC January 2010 - Present
Lycoming College 2008 - Present
Christian Brothers Investment Services 2008 - Present
NDM Management LLC January 2007 - Present
NYSSA 2000 - Present
CFA Institute 2008 - September 2012
Children's Specialized Hospital 2007 - January 2012
NYSSA June 2009 - June 2011
Princeton Theological Seminary October 2004 - December 2006
Callan Associates 1999 - 2001
Skills
Alternative Investments, Mutual Funds, Investments, Retirement, Retirement Planning, Strategy, Asset Management, Portfolio Management, Financial Modeling, Investment Management, Equities, Management, Investment Strategies, Asset Allocation, Investment Advisory, Hedge Funds, Financial Services
Education
Chartered Financial Analyst
Lycoming College
BA
Peter Mackey Peter Mackey's CFA Institute Experience February 2011 - Present
Job Head, CFA Examinations at CFA Institute
Industry Investment Management
Experience
CFA Institute February 2011 - Present
Skills
Equity Research, Asset Managment, Investments, Investor Relations, Portfolio Management, Asset Allocation, Testing Design and..., Securities, Due Diligence, Corporate Finance, Investment Banking, Equities, Capital Markets, Quantitative Analytics, Financial Analysis, Mutual Funds, Investment Management, Alternative Investments, Bonds, Emerging Markets, Financial Markets, Asset Management, Investment Strategies, Financial Advisory, Finance, Economics, Hedge Funds, Venture Capital, Options, Valuation, Investment Advisory, Private Equity, Derivatives, Fixed Income, Structured Finance, Equity Valuation, Wealth Management, Risk Management, Structured Products, Bloomberg, Financial Modeling, Trading, Hedging, ETFs, Market Risk, Leadership, Psychometrics, Management, Credit Derivatives, Testing
Education
The George Washington University - School of Business 1978 — 1980
MBA, Finance
Manhattan College 1969 — 1973
Bachelor of Arts (B.A.), Economics
CFA Institute February 2011 - Present
Skills
Equity Research, Asset Managment, Investments, Investor Relations, Portfolio Management, Asset Allocation, Testing Design and..., Securities, Due Diligence, Corporate Finance, Investment Banking, Equities, Capital Markets, Quantitative Analytics, Financial Analysis, Mutual Funds, Investment Management, Alternative Investments, Bonds, Emerging Markets, Financial Markets, Asset Management, Investment Strategies, Financial Advisory, Finance, Economics, Hedge Funds, Venture Capital, Options, Valuation, Investment Advisory, Private Equity, Derivatives, Fixed Income, Structured Finance, Equity Valuation, Wealth Management, Risk Management, Structured Products, Bloomberg, Financial Modeling, Trading, Hedging, ETFs, Market Risk, Leadership, Psychometrics, Management, Credit Derivatives, Testing
Education
The George Washington University - School of Business 1978 — 1980
MBA, Finance
Manhattan College 1969 — 1973
Bachelor of Arts (B.A.), Economics
James Bailey, CFA James Bailey, CFA's CFA Institute Experience September 2015 - Present
Job Senior Institutional Client Advisor at PNC Capital Advisors, LLC
Industry Capital Markets
Experience
CFA Institute September 2015 - Present
PNC Capital Advisors January 2015 - Present
PNC August 2013 - Present
Cleveland State University January 2010 - Present
CFA Society Cleveland July 2009 - Present
PNC July 2012 - August 2013
KeyBank June 2011 - July 2012
KeyBank December 2005 - June 2011
KeyBank July 2005 - December 2005
TransMarket Group May 2004 - June 2005
Skills
Derivatives, Interest Rate..., Swaps, Risk Management, Coaching, Excel, Event Management, Team Leadership, PowerPoint, Foreign Exchange..., Investments, Equity Derivatives, VBA, Matlab, Microsoft Excel, Interest Rate Swaps, Banking, Portfolio Management, Fixed Income, Finance, Financial Analysis, FX Options, Trading, Valuation, Hedging, Market Risk, Commodity, Financial Markets, Securities, Analysis, Bloomberg, Foreign Exchange, Capital Markets, Wealth Management
Education
Kent State University 2003 — 2004
MS, Financial Engineering
Kent State University 1999 — 2003
BA, Finance
Mount Union College 1999 — 1999
CFA Institute September 2015 - Present
PNC Capital Advisors January 2015 - Present
PNC August 2013 - Present
Cleveland State University January 2010 - Present
CFA Society Cleveland July 2009 - Present
PNC July 2012 - August 2013
KeyBank June 2011 - July 2012
KeyBank December 2005 - June 2011
KeyBank July 2005 - December 2005
TransMarket Group May 2004 - June 2005
Skills
Derivatives, Interest Rate..., Swaps, Risk Management, Coaching, Excel, Event Management, Team Leadership, PowerPoint, Foreign Exchange..., Investments, Equity Derivatives, VBA, Matlab, Microsoft Excel, Interest Rate Swaps, Banking, Portfolio Management, Fixed Income, Finance, Financial Analysis, FX Options, Trading, Valuation, Hedging, Market Risk, Commodity, Financial Markets, Securities, Analysis, Bloomberg, Foreign Exchange, Capital Markets, Wealth Management
Education
Kent State University 2003 — 2004
MS, Financial Engineering
Kent State University 1999 — 2003
BA, Finance
Mount Union College 1999 — 1999
Joanne Infantino CFA CAIA Joanne Infantino CFA CAIA's CFA Institute Experience February 2006 - June 2015
Job Consultant
Industry Education Management
Experience
CFA Institute February 2006 - June 2015
Skills
Portfolio Management, Investments, Economics, Financial Modeling, Equities, Asset Allocation, Asset Managment, Private Equity, Equity Valuation, Alternative Investments, Fixed Income, Valuation, Asset Management, Risk Management, Equity Research, Financial Markets, Capital Markets, Derivatives, Investment Strategies, Banking, Strategic Planning, Securities, Financial Analysis, Investment Management, Mutual Funds, Bloomberg, Financial Advisory, Bonds, Due Diligence, Financial Risk, Options, Finance, Wealth Management, Market Risk, Investment Advisory, Corporate Finance, Emerging Markets, FX Options, Financial Services, Hedge Funds
Education
CAIA Association
CAIA
CFA Institute
CFA
The University of Western Ontario - Richard Ivey School of Business
MBA
CFA Institute February 2006 - June 2015
Skills
Portfolio Management, Investments, Economics, Financial Modeling, Equities, Asset Allocation, Asset Managment, Private Equity, Equity Valuation, Alternative Investments, Fixed Income, Valuation, Asset Management, Risk Management, Equity Research, Financial Markets, Capital Markets, Derivatives, Investment Strategies, Banking, Strategic Planning, Securities, Financial Analysis, Investment Management, Mutual Funds, Bloomberg, Financial Advisory, Bonds, Due Diligence, Financial Risk, Options, Finance, Wealth Management, Market Risk, Investment Advisory, Corporate Finance, Emerging Markets, FX Options, Financial Services, Hedge Funds
Education
CAIA Association
CAIA
CFA Institute
CFA
The University of Western Ontario - Richard Ivey School of Business
MBA
R Charles Tschampion CFA R Charles Tschampion CFA's CFA Institute Experience August 2005 - August 2014
Job Trustee Select Sector SPDR Trust
Industry Financial Services
Experience
Asset Manager Code Advisory Council of CFA Institute April 2012 - Present
SPDR Select Sector Trust 1998 - Present
db-X Target Date Funds July 2007 - Present
Investment Advisory Committee to NY State Common Retirement Fund 2005 - Present
CFA Institute August 2005 - August 2014
Lehigh University October 1998 - December 2010
General Motors Asset Management July 1968 - March 2005
Skills
Alternative Investments, Asset Allocation, Investments, Mutual Funds, Asset Managment, Professional Ethics, Standards of Practice -..., Equities, Investment Strategies, Hedge Funds, Portfolio Management, Valuation, Wealth Management, Asset Management, Private Equity, Investment Management, Capital Markets, Securities, Equity Research, Investment Advisory
Education
Lehigh University 1963 — 1968
BS and MBA, Industrial Engineering & Finance
Asset Manager Code Advisory Council of CFA Institute April 2012 - Present
SPDR Select Sector Trust 1998 - Present
db-X Target Date Funds July 2007 - Present
Investment Advisory Committee to NY State Common Retirement Fund 2005 - Present
CFA Institute August 2005 - August 2014
Lehigh University October 1998 - December 2010
General Motors Asset Management July 1968 - March 2005
Skills
Alternative Investments, Asset Allocation, Investments, Mutual Funds, Asset Managment, Professional Ethics, Standards of Practice -..., Equities, Investment Strategies, Hedge Funds, Portfolio Management, Valuation, Wealth Management, Asset Management, Private Equity, Investment Management, Capital Markets, Securities, Equity Research, Investment Advisory
Education
Lehigh University 1963 — 1968
BS and MBA, Industrial Engineering & Finance
Charlie Henneman, CFA's CFA Institute Experience April 2004 - Present
Job
Industry Program Development
Experience
CFA Institute April 2004 - Present
Credit Agricole Indosuez 2001 - 2004
AGS Financial LLC September 2000 - May 2001
Enhance Financial Services 1997 - 2000
Standard & Poor's 1992 - 1997
Smith Affiliated Capital 1988 - 1990
Manufacturers Hanover Trust 1987 - 1988
Skills
Structured Finance, Investment Management, Credit, Portfolio Management, Fixed Income, Asset Managment, Investments, Alternative Investments, Equities, Capital Markets, Hedge Funds, Derivatives, Asset Allocation, Equity Research, Risk Management
Education
New York University 1990 — 1992
MBA
University of Rochester 1983 — 1987
BA
The Lawrenceville School 1980 — 1983
CFA Institute April 2004 - Present
Credit Agricole Indosuez 2001 - 2004
AGS Financial LLC September 2000 - May 2001
Enhance Financial Services 1997 - 2000
Standard & Poor's 1992 - 1997
Smith Affiliated Capital 1988 - 1990
Manufacturers Hanover Trust 1987 - 1988
Skills
Structured Finance, Investment Management, Credit, Portfolio Management, Fixed Income, Asset Managment, Investments, Alternative Investments, Equities, Capital Markets, Hedge Funds, Derivatives, Asset Allocation, Equity Research, Risk Management
Education
New York University 1990 — 1992
MBA
University of Rochester 1983 — 1987
BA
The Lawrenceville School 1980 — 1983
Lea Robinson's CFA Institute Experience September 2014 - Present
Job Manager, Global Client Management at CFA Institute
Industry Financial Services
Experience
CFA Institute September 2014 - Present
CFA Institute September 2013 - Present
CFA Institute April 2011 - September 2013
Meddius May 2009 - March 2011
Troublemakers, Inc. 2009 - March 2011
GlaxoSmithKline July 2006 - December 2008
University of Virginia Center for Politics July 2002 - July 2006
Monticello High School, Albemarle County Public Schools 2000 - 2002
Woodside High School, Newport News Public Schools 1996 - 2000
Skills
Business Development, Event Planning, Benefits Administration, Public Speaking, Strategic Planning, Marketing, Team Building, Social Media, Fundraising, Marketing Strategy, Sales, Leadership, Microsoft Excel, Social Media Marketing, Social Networking, Nonprofits, Strategy, Budgets, Customer Service, Event Management, Management, Analysis, Data Analysis, Project Planning, Account Management
Education
Virginia Commonwealth University 1993 — 1996
BA, MA, history, education
Northeastern University 1988 — 1992
organizational communications
CFA Institute September 2014 - Present
CFA Institute September 2013 - Present
CFA Institute April 2011 - September 2013
Meddius May 2009 - March 2011
Troublemakers, Inc. 2009 - March 2011
GlaxoSmithKline July 2006 - December 2008
University of Virginia Center for Politics July 2002 - July 2006
Monticello High School, Albemarle County Public Schools 2000 - 2002
Woodside High School, Newport News Public Schools 1996 - 2000
Skills
Business Development, Event Planning, Benefits Administration, Public Speaking, Strategic Planning, Marketing, Team Building, Social Media, Fundraising, Marketing Strategy, Sales, Leadership, Microsoft Excel, Social Media Marketing, Social Networking, Nonprofits, Strategy, Budgets, Customer Service, Event Management, Management, Analysis, Data Analysis, Project Planning, Account Management
Education
Virginia Commonwealth University 1993 — 1996
BA, MA, history, education
Northeastern University 1988 — 1992
organizational communications
Christine Hutson, MBA Christine Hutson, MBA's CFA Institute Experience June 2011 - Present
Job Cash Manager at CFA Institute
Industry Financial Services
Experience
CFA Institute June 2011 - Present
CFA Institute January 2009 - June 2011
Morino Ventures LLC October 2000 - December 2008
KPMG 1998 - 2000
Skills
Financial Analysis, Financial Modeling, Investments, Finance, Analysis, Management, Leadership
Education
Isenberg School of Management, UMass Amherst 2006 — 2009
MBA, General Management
University at Albany, SUNY 1993 — 1996
Bachelors, Psychology
CFA Institute June 2011 - Present
CFA Institute January 2009 - June 2011
Morino Ventures LLC October 2000 - December 2008
KPMG 1998 - 2000
Skills
Financial Analysis, Financial Modeling, Investments, Finance, Analysis, Management, Leadership
Education
Isenberg School of Management, UMass Amherst 2006 — 2009
MBA, General Management
University at Albany, SUNY 1993 — 1996
Bachelors, Psychology
Polly Johnson, CAP Polly Johnson, CAP's CFA Institute Experience 1996 - Present
Job GIPS Project Coordinator at CFA Institute
Industry Financial Services
Experience
CFA Institute 1996 - Present
BankIllinois September 1994 - August 1996
Ernst & Young, LLP 1990 - 1994
Skills
Equities, Asset Allocation, Asset Managment, Asset Management, Investments, Portfolio Management, Hedge Funds, Corporate Finance, Securities, Fixed Income, Finance, Due Diligence, Banking, Investment Banking, Management
Education
Ohio University-Lancaster 1981 — 1993
Legal Administrative Assistant/Secretary
CFA Institute 1996 - Present
BankIllinois September 1994 - August 1996
Ernst & Young, LLP 1990 - 1994
Skills
Equities, Asset Allocation, Asset Managment, Asset Management, Investments, Portfolio Management, Hedge Funds, Corporate Finance, Securities, Fixed Income, Finance, Due Diligence, Banking, Investment Banking, Management
Education
Ohio University-Lancaster 1981 — 1993
Legal Administrative Assistant/Secretary
Viktor Blazoudakis Viktor Blazoudakis's CFA Institute Experience 2011 - 2012
Job OMD Analyst at PepsiCo
Industry Human Resources
Experience
PepsiCo January 2014 - Present
TB Antique Lighting Restoration June 2012 - Present
City College of New York January 2010 - February 2012
CFA Institute 2011 - 2012
Greek Presidential Guard June 2006 - May 2007
National Bank of Greece June 2004 - November 2004
Skills
Financial Analysis, Econometrics, Economic Modeling, Excel, SAS, PowerPoint, Linear Regression, Logistic Regression, Analytics, MS Excel Pivot Tables, MS Excel Macros, MS Access Databases, SPSS, Statistics, Data Analysis, Access, Microsoft Excel, Analysis
Education
City College of New York 2010 — 2012
M.A (February 2012), Economics, 3.64
Queens College 2008 — 2009
ELI Certification, English Language Institute
TECHNICAL EDUCATIONAL INSTITUTE (ATEI) 2001 — 2006
Bachelor's Degree, Business Administration
PepsiCo January 2014 - Present
TB Antique Lighting Restoration June 2012 - Present
City College of New York January 2010 - February 2012
CFA Institute 2011 - 2012
Greek Presidential Guard June 2006 - May 2007
National Bank of Greece June 2004 - November 2004
Skills
Financial Analysis, Econometrics, Economic Modeling, Excel, SAS, PowerPoint, Linear Regression, Logistic Regression, Analytics, MS Excel Pivot Tables, MS Excel Macros, MS Access Databases, SPSS, Statistics, Data Analysis, Access, Microsoft Excel, Analysis
Education
City College of New York 2010 — 2012
M.A (February 2012), Economics, 3.64
Queens College 2008 — 2009
ELI Certification, English Language Institute
TECHNICAL EDUCATIONAL INSTITUTE (ATEI) 2001 — 2006
Bachelor's Degree, Business Administration
Kaitlyn Myers Kaitlyn Myers's CFA Institute Experience May 2012 - July 2012
Job Graduate Teaching Assistant at University of Colorado Boulder
Industry Retail
Experience
University of Colorado Boulder May 2013 - Present
James Madison University August 2009 - May 2013
The Fairfield Center May 2012 - December 2012
CFA Institute May 2012 - July 2012
Blue Ridge Area Food Bank Network June 2011 - July 2011
Bed Bath & Beyond June 2010 - August 2010
Otto's Restaurant June 2010 - August 2010
Ash Lawn Opera Festival June 2008 - August 2008
Ash Lawn Opera Festival June 2007 - August 2007
Skills
Research, Report Writing, Event Management, Teaching, Microsoft Office, Data Entry, Experience Working with..., Experience Working with..., Public Speaking, Singing, Musical Theatre
Education
University of Colorado at Boulder 2013 — 2015
Master of Arts (M.A.), Communication
James Madison University 2009 — 2013
Bachelor of Arts, Political Science, Communication Studies
University of Colorado Boulder May 2013 - Present
James Madison University August 2009 - May 2013
The Fairfield Center May 2012 - December 2012
CFA Institute May 2012 - July 2012
Blue Ridge Area Food Bank Network June 2011 - July 2011
Bed Bath & Beyond June 2010 - August 2010
Otto's Restaurant June 2010 - August 2010
Ash Lawn Opera Festival June 2008 - August 2008
Ash Lawn Opera Festival June 2007 - August 2007
Skills
Research, Report Writing, Event Management, Teaching, Microsoft Office, Data Entry, Experience Working with..., Experience Working with..., Public Speaking, Singing, Musical Theatre
Education
University of Colorado at Boulder 2013 — 2015
Master of Arts (M.A.), Communication
James Madison University 2009 — 2013
Bachelor of Arts, Political Science, Communication Studies
Nancy Dudley Nancy Dudley's CFA Institute Experience December 2006 - Present
Job Head, Key Stakeholder Services at CFA Institute
Industry Investment Management
Experience
CFA Institute December 2006 - Present
CFA Institute September 1999 - November 2006
CFA Institute November 1991 - August 1999
CFA Institute November 1988 - October 1991
CFA Institute May 1983 - October 1988
Skills
Process Improvement, Program Management, Risk Management, Management
Education
James Madison University 1978 — 1980
Communications, Journalism
CFA Institute December 2006 - Present
CFA Institute September 1999 - November 2006
CFA Institute November 1991 - August 1999
CFA Institute November 1988 - October 1991
CFA Institute May 1983 - October 1988
Skills
Process Improvement, Program Management, Risk Management, Management
Education
James Madison University 1978 — 1980
Communications, Journalism
Rebecca Fender, CFA's CFA Institute Experience August 2014 - Present
Job Head, Future of Finance at CFA Institute
Industry Investment Management
Experience
CFA Institute August 2014 - Present
CFA Institute September 2012 - August 2014
CFA Institute May 2004 - September 2012
Cambridge Associates June 2003 - August 2003
BlackRock Financial Management July 1997 - June 2002
Skills
Investments, Portfolio Management, Equities, Asset Managment, Investment Management, Analysis, Asset Management, Leadership, Financial Markets, Emerging Markets, Hedge Funds, Public Speaking, Capital Markets, Valuation, Fixed Income, Management, Strategy, Equity Research, Finance, Budgets, Mutual Funds, Investment Strategies, Asset Allocation, Alternative Investments, Financial Modeling
Education
Darden School, Univ. of Virginia 2002 — 2004
MBA, Finance
Princeton University 1993 — 1997
AB, Economics
CFA Institute August 2014 - Present
CFA Institute September 2012 - August 2014
CFA Institute May 2004 - September 2012
Cambridge Associates June 2003 - August 2003
BlackRock Financial Management July 1997 - June 2002
Skills
Investments, Portfolio Management, Equities, Asset Managment, Investment Management, Analysis, Asset Management, Leadership, Financial Markets, Emerging Markets, Hedge Funds, Public Speaking, Capital Markets, Valuation, Fixed Income, Management, Strategy, Equity Research, Finance, Budgets, Mutual Funds, Investment Strategies, Asset Allocation, Alternative Investments, Financial Modeling
Education
Darden School, Univ. of Virginia 2002 — 2004
MBA, Finance
Princeton University 1993 — 1997
AB, Economics
Chad Krause Chad Krause's CFA Institute Experience October 2014 - April 2015
Job Financial Analyst at PKL Services
Industry Nonprofit Organization Management
Experience
PKL Services July 2015 - Present
SR Commercial Real Estate March 2015 - June 2015
CFA Institute October 2014 - April 2015
Arch Intermediaries June 2014 - August 2014
Two Guys Tea January 2012 - May 2013
Skills
Strategy, Public Speaking, Social Media, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Leadership, Event Planning, Marketing, Time Management
Education
Point Loma Nazarene University 2011 — 2015
Bachelor of Science (B.S.), Finance
PKL Services July 2015 - Present
SR Commercial Real Estate March 2015 - June 2015
CFA Institute October 2014 - April 2015
Arch Intermediaries June 2014 - August 2014
Two Guys Tea January 2012 - May 2013
Skills
Strategy, Public Speaking, Social Media, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Leadership, Event Planning, Marketing, Time Management
Education
Point Loma Nazarene University 2011 — 2015
Bachelor of Science (B.S.), Finance
Michell Bosch, CFA, CTP's CFA Institute Experience January 2015 - Present
Job Fixed Income Portfolio Manager
Industry Banking
Experience
Federal Home Loan Bank of Boston January 2015 - Present
CFA Institute January 2015 - Present
Florida Municipal Power Agency June 2008 - December 2014
Florida Municipal Power Agency September 2005 - June 2008
Florida Municipal Power Agency April 2004 - September 2005
JP Morgan Chase August 2000 - August 2003
Education
University of Massachusetts at Lowell 1996 — 2000
BSBA
Keller Graduate School of Management of DeVry University 2006 — 2008
MBA
Federal Home Loan Bank of Boston January 2015 - Present
CFA Institute January 2015 - Present
Florida Municipal Power Agency June 2008 - December 2014
Florida Municipal Power Agency September 2005 - June 2008
Florida Municipal Power Agency April 2004 - September 2005
JP Morgan Chase August 2000 - August 2003
Education
University of Massachusetts at Lowell 1996 — 2000
BSBA
Keller Graduate School of Management of DeVry University 2006 — 2008
MBA
Lani Pokrana's CFA Institute Experience December 2012 - June 2015
Job Paralegal
Industry Legal Services
Experience
CFA Institute December 2012 - June 2015
Sands Anderson Marks & Miller January 2008 - May 2009
American Red Cross September 2006 - August 2007
Latham & Watkins August 2004 - September 2006
WilmerHale July 2000 - August 2004
Skills
Legal Research, Legal Writing, Litigation, Research, Non-profits, Trials, Government, Policy Analysis, Due Diligence, Public Policy, Community Outreach, Commercial Litigation, Civil Litigation, Policy, Fundraising, Mergers & Acquisitions, Politics, Corporate Law, Mediation, Environmental Law, Westlaw, Legislative Relations, Appeals, Employment Law, Legal Compliance
Education
Virginia Polytechnic Institute and State University 2006 — 2009
Master of Public Administration (MPA)
Olivet Nazarene University 1995 — 1999
BA, Public Policy
CFA Institute December 2012 - June 2015
Sands Anderson Marks & Miller January 2008 - May 2009
American Red Cross September 2006 - August 2007
Latham & Watkins August 2004 - September 2006
WilmerHale July 2000 - August 2004
Skills
Legal Research, Legal Writing, Litigation, Research, Non-profits, Trials, Government, Policy Analysis, Due Diligence, Public Policy, Community Outreach, Commercial Litigation, Civil Litigation, Policy, Fundraising, Mergers & Acquisitions, Politics, Corporate Law, Mediation, Environmental Law, Westlaw, Legislative Relations, Appeals, Employment Law, Legal Compliance
Education
Virginia Polytechnic Institute and State University 2006 — 2009
Master of Public Administration (MPA)
Olivet Nazarene University 1995 — 1999
BA, Public Policy
Chris Axford's CFA Institute Experience September 2012 - Present
Job Project Manager at CFA Institute
Industry Computer Software
Experience
CFA Institute September 2012 - Present
CFA Institute December 2009 - September 2012
CFA Institute September 2005 - December 2009
SI International May 2003 - September 2005
Skills
SQL, SQL Server, Web Services, XML, Siebel, Siebel EAI, jQuery, SOA, SDLC, Microsoft SQL Server, SSIS, Agile Methodologies
Education
University of Virginia 2007 — 2008
MS, Management of Information Technology
James Madison University 1998 — 2002
Bachelor of Science (B.S.), Computer Science
CFA Institute September 2012 - Present
CFA Institute December 2009 - September 2012
CFA Institute September 2005 - December 2009
SI International May 2003 - September 2005
Skills
SQL, SQL Server, Web Services, XML, Siebel, Siebel EAI, jQuery, SOA, SDLC, Microsoft SQL Server, SSIS, Agile Methodologies
Education
University of Virginia 2007 — 2008
MS, Management of Information Technology
James Madison University 1998 — 2002
Bachelor of Science (B.S.), Computer Science
Florence Chan's CFA Institute Experience June 2011 - Present
Job Settlements Analyst at Iberdrola
Industry Renewables & Environment
Experience
Iberdrola August 2013 - Present
CFA Institute June 2011 - Present
Iberdrola August 2011 - July 2013
Iberdrola September 2009 - August 2011
American Marketing Association 2008 - September 2009
Nike June 2008 - August 2008
Software Association of Oregon April 2007 - October 2007
Johns Hopkins University August 2006 - December 2006
Johns Hopkins University, Center for Talented Youth September 2005 - May 2006
Skills
Marketing, Social Media, Power Trading, CAISO, Renewable Energy, Energy, NYISO, ISONE, MISO, PJM, Commodity Markets, Trading, Electricity Markets, Energy Markets, Financial Modeling, Commodity, Wind, Microsoft Office
Education
University of Oregon - Charles H. Lundquist College of Business 2015 — 2017
Master of Business Administration (M.B.A.), Oregon Executive MBA
Portland State University - School of Business 2007 — 2009
B.S., Marketing, cum laude
The Johns Hopkins University
Coursework in Chemical & Biomolecular Engineering and Entrepreneurship & Management
Iberdrola August 2013 - Present
CFA Institute June 2011 - Present
Iberdrola August 2011 - July 2013
Iberdrola September 2009 - August 2011
American Marketing Association 2008 - September 2009
Nike June 2008 - August 2008
Software Association of Oregon April 2007 - October 2007
Johns Hopkins University August 2006 - December 2006
Johns Hopkins University, Center for Talented Youth September 2005 - May 2006
Skills
Marketing, Social Media, Power Trading, CAISO, Renewable Energy, Energy, NYISO, ISONE, MISO, PJM, Commodity Markets, Trading, Electricity Markets, Energy Markets, Financial Modeling, Commodity, Wind, Microsoft Office
Education
University of Oregon - Charles H. Lundquist College of Business 2015 — 2017
Master of Business Administration (M.B.A.), Oregon Executive MBA
Portland State University - School of Business 2007 — 2009
B.S., Marketing, cum laude
The Johns Hopkins University
Coursework in Chemical & Biomolecular Engineering and Entrepreneurship & Management
Christopher Wiese's CFA Institute Experience 2004 - Present
Job Head, Curriculum & Learning Experience
Industry Investment Management
Experience
CFA Institute 2004 - Present
Skills
Asset Managment, Asset Allocation, Investments, Equities, Financial Analysis, Asset Management, Investment Strategies, Portfolio Management, Economics, Corporate Finance, Fixed Income, Equity Research, Investment Management, Valuation, Finance, Capital Markets, Financial Modeling, Bloomberg, Derivatives, Due Diligence, Private Equity
Education
Marquette University 2002 — 2003
MBA
CFA Institute 2004 - Present
Skills
Asset Managment, Asset Allocation, Investments, Equities, Financial Analysis, Asset Management, Investment Strategies, Portfolio Management, Economics, Corporate Finance, Fixed Income, Equity Research, Investment Management, Valuation, Finance, Capital Markets, Financial Modeling, Bloomberg, Derivatives, Due Diligence, Private Equity
Education
Marquette University 2002 — 2003
MBA
Jennifer Curran, CFCI's CFA Institute Experience February 2003 - Present
Job Special Investigator, CFA Institute
Industry Legal Services
Experience
CFA Institute February 2003 - Present
Circuit City Stores, Inc. October 1998 - February 2003
First North American National Bank January 1996 - October 1998
Skills
Investigation, Financial Crimes..., Financial Investigation, Compliance, Standards Compliance, Technical Writing, Technical Documentation, Document Review, Legal Research, Legal Writing, Legal Documents, Mediation, Dispute Resolution, Consumer Law, Employee Handbooks, Training Manuals, Surveillance, Securities Regulation, Compliance Regulations, Professional Ethics, Ethics, Financial Services, Report Writing, Interviewing Skills, Fact Finding, Enforcement, Media Monitoring, Fraud Detection, Internal Controls, Fraud, Internal Investigations, Securities Fraud, Credit Card Fraud, Online Fraud, Regulatory Affairs, Negotiation, Conflict Resolution, Brand Protection, Alternative Dispute..., Train the Trainer, Written Communication, Written Correspondence, Peer Mediation, Regulatory Compliance, Legal Compliance, Business Ethics, Legal Ethics, Code of Ethics, Professional Conduct, Reputational Risk
Education
Oklahoma State University
BA, Technical Writing
CFA Institute February 2003 - Present
Circuit City Stores, Inc. October 1998 - February 2003
First North American National Bank January 1996 - October 1998
Skills
Investigation, Financial Crimes..., Financial Investigation, Compliance, Standards Compliance, Technical Writing, Technical Documentation, Document Review, Legal Research, Legal Writing, Legal Documents, Mediation, Dispute Resolution, Consumer Law, Employee Handbooks, Training Manuals, Surveillance, Securities Regulation, Compliance Regulations, Professional Ethics, Ethics, Financial Services, Report Writing, Interviewing Skills, Fact Finding, Enforcement, Media Monitoring, Fraud Detection, Internal Controls, Fraud, Internal Investigations, Securities Fraud, Credit Card Fraud, Online Fraud, Regulatory Affairs, Negotiation, Conflict Resolution, Brand Protection, Alternative Dispute..., Train the Trainer, Written Communication, Written Correspondence, Peer Mediation, Regulatory Compliance, Legal Compliance, Business Ethics, Legal Ethics, Code of Ethics, Professional Conduct, Reputational Risk
Education
Oklahoma State University
BA, Technical Writing
Elizabeth Ballester's CFA Institute Experience February 2014 - Present
Job Marketing Coordinator at CFA Institute
Industry Marketing and Advertising
Experience
CFA Institute February 2014 - Present
Virginia Panel Corporation August 2007 - February 2014
James Madison University August 2005 - May 2007
Mine Action Information Center May 2006 - August 2006
Education
James Madison University 2005 — 2007
MA, Technical and Scientific Communication
James Madison University 2001 — 2005
BA, English
CFA Institute February 2014 - Present
Virginia Panel Corporation August 2007 - February 2014
James Madison University August 2005 - May 2007
Mine Action Information Center May 2006 - August 2006
Education
James Madison University 2005 — 2007
MA, Technical and Scientific Communication
James Madison University 2001 — 2005
BA, English
Laura Dwyer, CMP's CFA Institute Experience May 2008 - May 2011
Job Meeting Manager at American Express Global Business Travel
Industry Medical Devices
Experience
American Express Global Business Travel February 2015 - Present
Integra LifeSciences September 2011 - February 2015
CFA Institute May 2008 - May 2011
National White Collar Crime Center May 2005 - May 2008
Virginia Dental Association October 2003 - May 2005
Skills
Trade Shows, Event Management, Event Planning, Meeting Planning, Public Relations, Marketing, Corporate Events, Contract Negotiation, Marketing Communications, Sponsorship, Public Speaking, Social Media Marketing, Project Planning, Newsletters, Budgets, Management, Press Releases, Social Networking, Marketing Strategy, Social Media
Education
Loyola University New Orleans 1999 — 2001
Bachelor of Arts (B.A.), Mass Communication/Media Studies
American Express Global Business Travel February 2015 - Present
Integra LifeSciences September 2011 - February 2015
CFA Institute May 2008 - May 2011
National White Collar Crime Center May 2005 - May 2008
Virginia Dental Association October 2003 - May 2005
Skills
Trade Shows, Event Management, Event Planning, Meeting Planning, Public Relations, Marketing, Corporate Events, Contract Negotiation, Marketing Communications, Sponsorship, Public Speaking, Social Media Marketing, Project Planning, Newsletters, Budgets, Management, Press Releases, Social Networking, Marketing Strategy, Social Media
Education
Loyola University New Orleans 1999 — 2001
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Christy Marshall's CFA Institute Experience September 2012 - Present
Job Educational Events Administrator at CFA Institute
Industry Financial Services
Experience
CFA Institute September 2012 - Present
CFA Institute July 2007 - August 2012
Skills
Microsoft Office, Event Management, Meeting Planning, Microsoft Excel, Event Planning
Education
Mary Baldwin College 2007 — 2013
CFA Institute September 2012 - Present
CFA Institute July 2007 - August 2012
Skills
Microsoft Office, Event Management, Meeting Planning, Microsoft Excel, Event Planning
Education
Mary Baldwin College 2007 — 2013
Linda Suddarth PhD's CFA Institute Experience October 2007 - October 2012
Job Poet/Artist/Mythologist/Instructor
Industry Higher Education
Experience
Richland College of the DCCCD January 2013 - Present
n/a June 1965 - Present
N/A June 1965 - Present
CFA Institute October 2007 - October 2012
Piedmont Virginia Community College July 2004 - April 2005
Richland College of the DCCCD November 1995 - December 2002
Skills
Teaching, Research, Mythology, Public Speaking, Editing, Non-profits, Creative Writing, Curriculum Design, Community Outreach, Program Development, Higher Education, Artist..., Artistic Vision, Fundraising, Blogging, Nonprofits, Grant Writing, Volunteer Management, Event Planning, Public Relations, Leadership Development
Education
Pacifica Graduate Institute 1999 — 2007
Doctor of Philosophy (PhD), Mythological Studies with an emphasis in Depth Psychology
The University of Texas at Dallas 1990 — 1995
MA, Arts and Humanities/Aesthetic Studies/Lit. Studies
Virginia Commonwealth University 1971 — 1975
BFA, Painting and Printmaking
Richland College of the DCCCD January 2013 - Present
n/a June 1965 - Present
N/A June 1965 - Present
CFA Institute October 2007 - October 2012
Piedmont Virginia Community College July 2004 - April 2005
Richland College of the DCCCD November 1995 - December 2002
Skills
Teaching, Research, Mythology, Public Speaking, Editing, Non-profits, Creative Writing, Curriculum Design, Community Outreach, Program Development, Higher Education, Artist..., Artistic Vision, Fundraising, Blogging, Nonprofits, Grant Writing, Volunteer Management, Event Planning, Public Relations, Leadership Development
Education
Pacifica Graduate Institute 1999 — 2007
Doctor of Philosophy (PhD), Mythological Studies with an emphasis in Depth Psychology
The University of Texas at Dallas 1990 — 1995
MA, Arts and Humanities/Aesthetic Studies/Lit. Studies
Virginia Commonwealth University 1971 — 1975
BFA, Painting and Printmaking
Eric Vander Linden, CFA's CFA Institute Experience June 2008 - Present
Job Business Owner
Industry Real Estate
Experience
Vander Linden Real Estate January 1994 - Present
CFA Institute June 2008 - Present
Skills
Real Estate, Investments, Property Management, Management, Asset Management, Valuation, Portfolio Management, Financial Analysis, Financial Modeling, Finance, Investment Properties, Mergers & Acquisitions, Real Estate Economics, Private Equity, Strategic Planning, Entrepreneurship, Strategic Financial..., Risk Management, Corporate Finance, Business Planning
Education
CFA Institute
University of Iowa 1991 — 1992
MBA, Finance
Luther College 1984 — 1988
BA, Economics
Vander Linden Real Estate January 1994 - Present
CFA Institute June 2008 - Present
Skills
Real Estate, Investments, Property Management, Management, Asset Management, Valuation, Portfolio Management, Financial Analysis, Financial Modeling, Finance, Investment Properties, Mergers & Acquisitions, Real Estate Economics, Private Equity, Strategic Planning, Entrepreneurship, Strategic Financial..., Risk Management, Corporate Finance, Business Planning
Education
CFA Institute
University of Iowa 1991 — 1992
MBA, Finance
Luther College 1984 — 1988
BA, Economics
Kathryn Fish's CFA Institute Experience November 2007 - June 2008
Job Global Business Systems Analyst at Red Hat
Industry Computer Software
Experience
Red Hat April 2015 - Present
Red Hat December 2013 - April 2015
Red Hat September 2011 - December 2013
Wiley Rein LLP July 2008 - July 2011
CFA Institute November 2007 - June 2008
Hampton Roads Publishing Company January 2006 - May 2007
The Calvert Group May 2005 - August 2005
Skills
Human Resources, Program Management, Training, Event Planning, Marketing Strategy, Editing, Research, Public Speaking, Strategic Planning, Project Management, Leadership
Education
North Carolina State University 2011 — 2014
Masters of Science, Human Resource Development
University of Virginia 2003 — 2007
Bachelors, American Politics, French
Red Hat April 2015 - Present
Red Hat December 2013 - April 2015
Red Hat September 2011 - December 2013
Wiley Rein LLP July 2008 - July 2011
CFA Institute November 2007 - June 2008
Hampton Roads Publishing Company January 2006 - May 2007
The Calvert Group May 2005 - August 2005
Skills
Human Resources, Program Management, Training, Event Planning, Marketing Strategy, Editing, Research, Public Speaking, Strategic Planning, Project Management, Leadership
Education
North Carolina State University 2011 — 2014
Masters of Science, Human Resource Development
University of Virginia 2003 — 2007
Bachelors, American Politics, French
Patrick Sims's CFA Institute Experience 2008 - 2010
Job Senior Director at Hamilton Place Strategies
Industry Research
Experience
Hamilton Place Strategies 2012 - Present
SNL Financial 2010 - 2012
CFA Institute 2008 - 2010
Education
James Madison University 2003 — 2007
Bachelor's Degree, Finance, International Business, Economics, Spanish
James Madison University - College of Business 2003 — 2007
Bachelor's Degree, Finance, International Business
Universidad de Salamanca 2007 — 2007
EU & Spanish
Hamilton Place Strategies 2012 - Present
SNL Financial 2010 - 2012
CFA Institute 2008 - 2010
Education
James Madison University 2003 — 2007
Bachelor's Degree, Finance, International Business, Economics, Spanish
James Madison University - College of Business 2003 — 2007
Bachelor's Degree, Finance, International Business
Universidad de Salamanca 2007 — 2007
EU & Spanish
Brian Singer's CFA Institute Experience 1990 - Present
Job Board Member at The Webb School
Industry Financial Services
Experience
William Blair and Company July 2011 - Present
The Heartland Institute March 2014 - Present
Free to Choose Network 2000 - Present
The Webb School June 2014 - Present
CFA Institute 1990 - Present
Singer Partners, LLC 2009 - 2010
UBS Global Asset Management 2000 - 2007
Skills
Asset Management, Portfolio Management, Asset Allocation, Mutual Funds, Investment Advisory, Asset Managment, Derivatives, Private Equity, Equity Research, Bloomberg, Capital Markets, Valuation, Leadership, Financial Analysis, Corporate Finance, Series 7, Morningstar, Financial Modeling, Bonds, Emerging Markets
Education
University of Chicago 1984 — 1986
MBA, International Finance
Northwestern University 1978 — 1982
BA, Economics
William Blair and Company July 2011 - Present
The Heartland Institute March 2014 - Present
Free to Choose Network 2000 - Present
The Webb School June 2014 - Present
CFA Institute 1990 - Present
Singer Partners, LLC 2009 - 2010
UBS Global Asset Management 2000 - 2007
Skills
Asset Management, Portfolio Management, Asset Allocation, Mutual Funds, Investment Advisory, Asset Managment, Derivatives, Private Equity, Equity Research, Bloomberg, Capital Markets, Valuation, Leadership, Financial Analysis, Corporate Finance, Series 7, Morningstar, Financial Modeling, Bonds, Emerging Markets
Education
University of Chicago 1984 — 1986
MBA, International Finance
Northwestern University 1978 — 1982
BA, Economics
Mary Wladkowski's CFA Institute Experience 1990 - 2011
Job Clinical Professor, Finance at University at Albany
Industry Higher Education
Experience
University at Albany Visiting Assistant Professor, FinanceUniversity at AlbanyJanuary 2013 - Present
Alaska Pacific University 2008 - Present
Global Association of Risk Professionals 1998 - 2011
CFA Institute 1990 - 2011
Wells Fargo 2000 - 2003
National Bank of Alaska 1993 - 2000
United States Trust Company 1984 - 1987
The Boston Company 1980 - 1984
Skills
Investments, Finance, Financial Analysis, Financial Modeling, Public Speaking, Management, Valuation, Risk Management, Portfolio Management, Asset Management
Education
Northcentral University 2009 — 2012
Doctor of Philosophy (PhD), Business Administration
Argosy University Chicago 2007 — 2008
MBA, Finance
Northeastern University 1981 — 1984
BS, Finance
University at Albany Visiting Assistant Professor, FinanceUniversity at AlbanyJanuary 2013 - Present
Alaska Pacific University 2008 - Present
Global Association of Risk Professionals 1998 - 2011
CFA Institute 1990 - 2011
Wells Fargo 2000 - 2003
National Bank of Alaska 1993 - 2000
United States Trust Company 1984 - 1987
The Boston Company 1980 - 1984
Skills
Investments, Finance, Financial Analysis, Financial Modeling, Public Speaking, Management, Valuation, Risk Management, Portfolio Management, Asset Management
Education
Northcentral University 2009 — 2012
Doctor of Philosophy (PhD), Business Administration
Argosy University Chicago 2007 — 2008
MBA, Finance
Northeastern University 1981 — 1984
BS, Finance
Wendy Pirie PhD, CA, CPA/PFS, CAIA, CFA's CFA Institute Experience January 2008 - Present
Job Director, Curriculum Projects at CFA Institute
Industry Investment Management
Experience
CFA Institute January 2008 - Present
Valparaiso U - CBA August 1997 - May 2008
Skills
Finance, Alternative Investments, Valuation, Derivatives, Financial Modeling, Financial Analysis, Managerial Finance, Investments, Hedge Funds, Teaching, Private Equity, Portfolio Management, Asset Management, Capital Markets, Investment Management, Fixed Income
Education
Queen's University
Ph.D., Finance and Accounting
University of Calgary
MBA, Marketing and Distribution Systems
University of Toronto - Rotman School of Management
MBA, Finance
Wilfrid Laurier University
BA and BBA, Economics and Accounting
CFA Institute January 2008 - Present
Valparaiso U - CBA August 1997 - May 2008
Skills
Finance, Alternative Investments, Valuation, Derivatives, Financial Modeling, Financial Analysis, Managerial Finance, Investments, Hedge Funds, Teaching, Private Equity, Portfolio Management, Asset Management, Capital Markets, Investment Management, Fixed Income
Education
Queen's University
Ph.D., Finance and Accounting
University of Calgary
MBA, Marketing and Distribution Systems
University of Toronto - Rotman School of Management
MBA, Finance
Wilfrid Laurier University
BA and BBA, Economics and Accounting
Julia MacKesson, PMP's CFA Institute Experience August 2011 - Present
Job Project Manager, Curriculum Production at CFA Institute
Industry Publishing
Experience
CFA Institute August 2011 - Present
CFA Institute November 2006 - August 2011
Zevro January 2004 - September 2006
Skills
Content Management, Publishing, Information Architecture, CMS, Social Media, Web Content, Project Management, Vendor Management, E-Learning, Content Strategy, Online Publishing, Ebooks, Management
Education
The George Washington University 2009 — 2009
Educational Technology
Oberlin College 1998 — 2002
BA, Archaeology and Anthropology
CFA Institute August 2011 - Present
CFA Institute November 2006 - August 2011
Zevro January 2004 - September 2006
Skills
Content Management, Publishing, Information Architecture, CMS, Social Media, Web Content, Project Management, Vendor Management, E-Learning, Content Strategy, Online Publishing, Ebooks, Management
Education
The George Washington University 2009 — 2009
Educational Technology
Oberlin College 1998 — 2002
BA, Archaeology and Anthropology
Dr. Qi Sun's CFA Institute Experience January 2010 - Present
Job Assistant Prof. of Finance, CFA, PhD
Industry Research
Experience
CSUSM September 2006 - Present
CFA Institute January 2010 - Present
Skills
SAS, Behavioral Finance, Research, Quantitative Analytics, Equity Research, Time Series Analysis, Econometrics, Investments, Equities
Education
University of Wisconsin-Milwaukee 2000 — 2006
Doctor of Philosophy (PhD)
The Chinese University of Hong Kong 1998 — 2000
Master of Philosophy (M.Phil.)
Peking University 1994 — 1998
Bachelor's degree
CSUSM September 2006 - Present
CFA Institute January 2010 - Present
Skills
SAS, Behavioral Finance, Research, Quantitative Analytics, Equity Research, Time Series Analysis, Econometrics, Investments, Equities
Education
University of Wisconsin-Milwaukee 2000 — 2006
Doctor of Philosophy (PhD)
The Chinese University of Hong Kong 1998 — 2000
Master of Philosophy (M.Phil.)
Peking University 1994 — 1998
Bachelor's degree
Cathy Lloyd, CFA's CFA Institute Experience 2009 - 2014
Job
Industry Financial Services
Experience
Poplar Forest Capital LLC December 2007 - Present
California State University, Long Beach 2012 - 2014
CFA Institute 2009 - 2014
Schafer Capital Management 1997 - 1999
Morgan Stanley 1993 - 1997
Morgan Stanley 1989 - 1991
Manufacturers Hanover Trust 1987 - 1989
Skills
Equity Research, Portfolio Management, Investments, Financial Modeling, Equities
Education
University of Virginia - Darden Graduate School of Business Administration 1991 — 1993
MBA, Finance
Oregon State University 1983 — 1987
Financial Services, Finance
Sunset High School
Poplar Forest Capital LLC December 2007 - Present
California State University, Long Beach 2012 - 2014
CFA Institute 2009 - 2014
Schafer Capital Management 1997 - 1999
Morgan Stanley 1993 - 1997
Morgan Stanley 1989 - 1991
Manufacturers Hanover Trust 1987 - 1989
Skills
Equity Research, Portfolio Management, Investments, Financial Modeling, Equities
Education
University of Virginia - Darden Graduate School of Business Administration 1991 — 1993
MBA, Finance
Oregon State University 1983 — 1987
Financial Services, Finance
Sunset High School
Tira Hightower's CFA Institute Experience 2004 - 2008
Job Environmental Graphic Design | Interior Architecture | Project Management
Industry Design
Experience
Lawrence Technological University August 2014 - Present
Maternity Leave September 2010 - September 2014
D.E. Shaw Ventures 2008 - 2010
CFA Institute 2004 - 2008
University of Virginia Dept. of Athletics 2003 - 2006
University of Virgina, McIntire School of Music June 2003 - December 2004
Skills
Event Planning, Event Management, Fundraising, Program Management, Analysis, Art History, Interior Architecture, Interior Design, Corporate Events, Strategic Planning, New Business Development, Business Strategy, Global Events, Space Planning, Exhibit Design, Graphic Design, Value Investing
Education
Lawrence Technological University 2013 — 2015
Master's degree, Interior Architecture
Northwestern University 1999 — 2003
Bachelor of Arts (B.A.), Art History
Lawrence Technological University August 2014 - Present
Maternity Leave September 2010 - September 2014
D.E. Shaw Ventures 2008 - 2010
CFA Institute 2004 - 2008
University of Virginia Dept. of Athletics 2003 - 2006
University of Virgina, McIntire School of Music June 2003 - December 2004
Skills
Event Planning, Event Management, Fundraising, Program Management, Analysis, Art History, Interior Architecture, Interior Design, Corporate Events, Strategic Planning, New Business Development, Business Strategy, Global Events, Space Planning, Exhibit Design, Graphic Design, Value Investing
Education
Lawrence Technological University 2013 — 2015
Master's degree, Interior Architecture
Northwestern University 1999 — 2003
Bachelor of Arts (B.A.), Art History
Katrina Sherrerd's CFA Institute Experience April 1987 - October 2006
Job President & COO at Research Affiliates, LLC
Industry Investment Management
Experience
Research Affiliates, LLC November 2006 - Present
CFA Institute April 1987 - October 2006
Skills
Asset Managment, Asset Allocation, Hedge Funds, Equities, Investments, Investment Strategies
Education
University of Virginia 1983 — 1987
PhD, Finance
Massachusetts Institute of Technology 1981 — 1983
MS
University of Virginia 1975 — 1979
BS, Finance
Research Affiliates, LLC November 2006 - Present
CFA Institute April 1987 - October 2006
Skills
Asset Managment, Asset Allocation, Hedge Funds, Equities, Investments, Investment Strategies
Education
University of Virginia 1983 — 1987
PhD, Finance
Massachusetts Institute of Technology 1981 — 1983
MS
University of Virginia 1975 — 1979
BS, Finance
Joshua Chance's CFA Institute Experience February 2014 - Present
Job Client Service Representative at CFA Institute
Industry Consumer Services
Experience
CFA Institute February 2014 - Present
Silverchair Learning Systems January 2012 - June 2013
Silverchair Learning Systems January 2011 - December 2011
University of Richmond August 2009 - March 2010
Paramount Pictures March 2005 - March 2005
Shentel June 2002 - August 2003
Skills
Microsoft Word, Salesforce.com, Advertising, Selling, Marketing, Microsoft Office, Sales, Training, Project Management, Customer Service, Management, Strategic Planning, Account Management, Leadership
Education
James Madison University 2005 — 2009
Sports Management, Business
CFA Institute February 2014 - Present
Silverchair Learning Systems January 2012 - June 2013
Silverchair Learning Systems January 2011 - December 2011
University of Richmond August 2009 - March 2010
Paramount Pictures March 2005 - March 2005
Shentel June 2002 - August 2003
Skills
Microsoft Word, Salesforce.com, Advertising, Selling, Marketing, Microsoft Office, Sales, Training, Project Management, Customer Service, Management, Strategic Planning, Account Management, Leadership
Education
James Madison University 2005 — 2009
Sports Management, Business
Michael S. Caccese's CFA Institute Experience January 1993 - October 2000
Job Investment Management Partner at K&L Gates. A global law firm of over 2,000 lawyers across 4 continents
Industry Law Practice
Experience
K&L Gates LLP March 2001 - Present
CFA Institute January 1993 - October 2000
Russell Investments October 1983 - January 1993
Federated Investors May 1980 - October 1983
US Securities and Exchange Commission June 1979 - May 1980
Skills
Investment Management, Securities Regulation, Private Equity, Hedge Funds, Investment Advisory, FINRA, Broker-Dealer, Investment Companies, Investment Advisor..., GIPS Compliance, Investment Advisers Act
Education
Temple University - James E. Beasley School of Law 1977 — 1980
Doctor of Law (JD)
Penn State University 1973 — 1977
Bachelor of Arts (BA), American Studies
K&L Gates LLP March 2001 - Present
CFA Institute January 1993 - October 2000
Russell Investments October 1983 - January 1993
Federated Investors May 1980 - October 1983
US Securities and Exchange Commission June 1979 - May 1980
Skills
Investment Management, Securities Regulation, Private Equity, Hedge Funds, Investment Advisory, FINRA, Broker-Dealer, Investment Companies, Investment Advisor..., GIPS Compliance, Investment Advisers Act
Education
Temple University - James E. Beasley School of Law 1977 — 1980
Doctor of Law (JD)
Penn State University 1973 — 1977
Bachelor of Arts (BA), American Studies
Holly Ponton's CFA Institute Experience June 2013 - August 2013
Job Capacity Building Manager at Colorado Youth Matter
Industry Health, Wellness and Fitness
Experience
Colorado Youth Matter August 2015 - Present
Colorado Youth Matter November 2014 - Present
Global Risk Forum Davos June 2014 - Present
ECDC African Community Center of Denver September 2013 - May 2014
CFA Institute June 2013 - August 2013
CFA Institute November 2011 - September 2012
The Accent Group/Travel MBA, the University Division of WorldStrides February 2010 - October 2011
Heritage Festivals and Bowl Games of America, a Division of WorldStrides September 2008 - February 2010
Skills
Account Management, Event Planning, Tourism, Customer Service, Incentive Travel, Event Management, Travel Management, Sales, Sabre, Leisure Travel, Business Travel, Leisure, Marketing, Hotel Booking, Public Relations, Travel Planning, Meeting Planning, Marketing Communications, Corporate Events
Education
University of Denver 2013 — 2015
Master of Social Work (MSW), International Social Work
James Madison University 2004 — 2008
Bachelor of Arts (B.A.), International Relations and Affairs and Minor in International Marketing
Colorado Youth Matter August 2015 - Present
Colorado Youth Matter November 2014 - Present
Global Risk Forum Davos June 2014 - Present
ECDC African Community Center of Denver September 2013 - May 2014
CFA Institute June 2013 - August 2013
CFA Institute November 2011 - September 2012
The Accent Group/Travel MBA, the University Division of WorldStrides February 2010 - October 2011
Heritage Festivals and Bowl Games of America, a Division of WorldStrides September 2008 - February 2010
Skills
Account Management, Event Planning, Tourism, Customer Service, Incentive Travel, Event Management, Travel Management, Sales, Sabre, Leisure Travel, Business Travel, Leisure, Marketing, Hotel Booking, Public Relations, Travel Planning, Meeting Planning, Marketing Communications, Corporate Events
Education
University of Denver 2013 — 2015
Master of Social Work (MSW), International Social Work
James Madison University 2004 — 2008
Bachelor of Arts (B.A.), International Relations and Affairs and Minor in International Marketing
Jim Cudahy's CFA Institute Experience November 1997 - September 2006
Job President & CEO at National Investor Relations Institute
Industry Executive Office
Experience
National Investor Relations Institute March 2015 - Present
National Court Reporters Association June 2012 - Present
National Court Reporters Association October 2009 - June 2012
CFA Institute November 1997 - September 2006
INFOCOMM International June 1995 - October 1997
National Court Reporters Association June 1992 - June 1995
American Vocational Association August 1991 - June 1992
Education
James Madison University 1986 — 1990
B.A., English
National Investor Relations Institute March 2015 - Present
National Court Reporters Association June 2012 - Present
National Court Reporters Association October 2009 - June 2012
CFA Institute November 1997 - September 2006
INFOCOMM International June 1995 - October 1997
National Court Reporters Association June 1992 - June 1995
American Vocational Association August 1991 - June 1992
Education
James Madison University 1986 — 1990
B.A., English
Donald Ritter's CFA Institute Experience August 2012 - January 2013
Job Sr. iOS Developer at Capital One
Industry Computer Software
Experience
Capital One October 2014 - Present
Riggs Ward Design January 2013 - September 2014
CFA Institute August 2012 - January 2013
Media General May 2012 - July 2012
SoftChalk LLC September 2009 - May 2012
SoftChalk CONNECT September 2009 - May 2012
Center for Learning Technologies May 2005 - August 2009
Old Dominion University Center for Distance Learning May 2005 - August 2009
Old Dominion University 2005 - 2009
Old Dominion University October 2008 - December 2008
Skills
Flash, Web Design, HTML, PHP, XML, ASP, C++, JavaScript, User Interface Design, Python, CMS, Web Applications, SQL, Web Development, CSS, Mac OS, Object Oriented Design, iOS development, Android Development, ActionScript, SketchUp, Objective-C, Java
Education
Old Dominion University 2004 — 2009
Bachelors of Science, Mechanical Engineering
Ocean Lakes High School 2000 — 2004
Diploma
Capital One October 2014 - Present
Riggs Ward Design January 2013 - September 2014
CFA Institute August 2012 - January 2013
Media General May 2012 - July 2012
SoftChalk LLC September 2009 - May 2012
SoftChalk CONNECT September 2009 - May 2012
Center for Learning Technologies May 2005 - August 2009
Old Dominion University Center for Distance Learning May 2005 - August 2009
Old Dominion University 2005 - 2009
Old Dominion University October 2008 - December 2008
Skills
Flash, Web Design, HTML, PHP, XML, ASP, C++, JavaScript, User Interface Design, Python, CMS, Web Applications, SQL, Web Development, CSS, Mac OS, Object Oriented Design, iOS development, Android Development, ActionScript, SketchUp, Objective-C, Java
Education
Old Dominion University 2004 — 2009
Bachelors of Science, Mechanical Engineering
Ocean Lakes High School 2000 — 2004
Diploma
Shelly Hua's CFA Institute Experience June 2012 - Present
Job Financial Planning and Analysis at Topco Sales
Industry Consumer Goods
Experience
Topco Sales July 2014 - Present
CFA Institute June 2012 - Present
Hartwell Global June 2012 - June 2014
Love Culture Inc November 2010 - May 2012
Marcus & Millichap June 2010 - October 2010
Skills
Account Reconciliation, Financial Analysis, General Ledger, QuickBooks, Analysis, Financial Modeling, Finance, Financial Reporting, Tax, Human Resources, Data Analysis, Budgets, Payroll, Cash Flow, Reconciliation, Property Management, Microsoft Excel, Health Insurance, SAP, Production Planning, Forecasting, MRP, Inventory Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2010
Master, Applied Finance
Southwest Jiaotong University 2005 — 2009
Bachelor of Commerce (B.Com.), International Economics
Topco Sales July 2014 - Present
CFA Institute June 2012 - Present
Hartwell Global June 2012 - June 2014
Love Culture Inc November 2010 - May 2012
Marcus & Millichap June 2010 - October 2010
Skills
Account Reconciliation, Financial Analysis, General Ledger, QuickBooks, Analysis, Financial Modeling, Finance, Financial Reporting, Tax, Human Resources, Data Analysis, Budgets, Payroll, Cash Flow, Reconciliation, Property Management, Microsoft Excel, Health Insurance, SAP, Production Planning, Forecasting, MRP, Inventory Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2010
Master, Applied Finance
Southwest Jiaotong University 2005 — 2009
Bachelor of Commerce (B.Com.), International Economics
Caroline (Caroline Crank) Glover's CFA Institute Experience September 2013 - Present
Job Administrator, Revenue at CFA Institute
Industry Accounting
Experience
CFA Institute September 2013 - Present
Park Properties Management Company November 2009 - September 2013
Hantzmon Wiebel, LLP June 2007 - October 2009
Skills
General Ledger, Accounts Payable, Accounting, Account Reconciliation, Microsoft Excel, Accounts Receivable, Bookkeeping, Bank Reconciliation, Microsoft Word
Education
Longwood University 2003 — 2007
B.S.B.A, Business Administration, Accounting
CFA Institute September 2013 - Present
Park Properties Management Company November 2009 - September 2013
Hantzmon Wiebel, LLP June 2007 - October 2009
Skills
General Ledger, Accounts Payable, Accounting, Account Reconciliation, Microsoft Excel, Accounts Receivable, Bookkeeping, Bank Reconciliation, Microsoft Word
Education
Longwood University 2003 — 2007
B.S.B.A, Business Administration, Accounting
Wendi Ruschmann's CFA Institute Experience January 2009 - Present
Job Historian/ Archivist at CFA Institute
Industry Financial Services
Experience
CFA Institute January 2009 - Present
CFA Institute 2001 - Present
CFA Institute November 2009 - Present
CFA Institute November 1987 - December 2000
Skills
International Relations, Nonprofits, Marketing, Research, Public Speaking, Training, Strategic Planning, Event Planning, Management, Market Research, Critical Thinking, Non-profits, Editing, Leadership, Copy Editing, Business Strategy, Program Management, Publishing, Entrepreneurship
Education
James Madison University 1983 — 1985
BBA, Marketing
York College of Pennsylvania 1981 — 1983
German
CFA Institute January 2009 - Present
CFA Institute 2001 - Present
CFA Institute November 2009 - Present
CFA Institute November 1987 - December 2000
Skills
International Relations, Nonprofits, Marketing, Research, Public Speaking, Training, Strategic Planning, Event Planning, Management, Market Research, Critical Thinking, Non-profits, Editing, Leadership, Copy Editing, Business Strategy, Program Management, Publishing, Entrepreneurship
Education
James Madison University 1983 — 1985
BBA, Marketing
York College of Pennsylvania 1981 — 1983
German
Cathryn Davis's CFA Institute Experience November 2007 - July 2008
Job StudentCentered Higher Education Professional
Industry Higher Education
Experience
University of Virginia Darden School of Business July 2013 - May 2015
Montana State University June 2011 - July 2013
Montana State University July 2009 - July 2011
Nemelka & Restum, P.C. January 2009 - July 2009
CFA Institute November 2007 - July 2008
Skills
Higher Education..., Higher Education, Adult Education, Student Affairs, Program Development, Program Management, Program planning, Non-traditional Students, Social Media
Education
Montana State University-Bozeman 2009 — 2011
M.Ed, Higher Education
Virginia Polytechnic Institute and State University 2003 — 2007
BA, Communication Studies
University of Virginia Darden School of Business July 2013 - May 2015
Montana State University June 2011 - July 2013
Montana State University July 2009 - July 2011
Nemelka & Restum, P.C. January 2009 - July 2009
CFA Institute November 2007 - July 2008
Skills
Higher Education..., Higher Education, Adult Education, Student Affairs, Program Development, Program Management, Program planning, Non-traditional Students, Social Media
Education
Montana State University-Bozeman 2009 — 2011
M.Ed, Higher Education
Virginia Polytechnic Institute and State University 2003 — 2007
BA, Communication Studies
Alex Christian's CFA Institute Experience May 2008 - August 2008
Job Research Analyst at Edelman Berland
Industry Public Relations and Communications
Experience
Edelman Berland March 2014 - Present
Edelman Berland December 2011 - March 2014
Edelman December 2010 - December 2011
Lookingglass Theatre Company May 2010 - March 2011
Illinois Restaurant Association May 2009 - August 2009
The Carideo Group May 2008 - August 2008
CFA Institute May 2008 - August 2008
Skills
Quantitative Research, Market Research, Media Analysis, Qualitative Research, Social Media, Online Research, Data Analysis, Media Monitoring, Research, Public Relations, Strategic Communications, Editing, Marketing Research, Marketing
Education
Loyola University of Chicago 2006 — 2010
Bachelor of Science (B.S.), Advertising
Edelman Berland March 2014 - Present
Edelman Berland December 2011 - March 2014
Edelman December 2010 - December 2011
Lookingglass Theatre Company May 2010 - March 2011
Illinois Restaurant Association May 2009 - August 2009
The Carideo Group May 2008 - August 2008
CFA Institute May 2008 - August 2008
Skills
Quantitative Research, Market Research, Media Analysis, Qualitative Research, Social Media, Online Research, Data Analysis, Media Monitoring, Research, Public Relations, Strategic Communications, Editing, Marketing Research, Marketing
Education
Loyola University of Chicago 2006 — 2010
Bachelor of Science (B.S.), Advertising
Jeremy Blanchette's CFA Institute Experience January 2012 - June 2012
Job Software Development Senior Advisor at Dell
Industry Information Technology and Services
Experience
Dell September 2012 - Present
CFA Institute January 2012 - June 2012
SNL Financial September 2009 - January 2012
Immerge Technologies 2008 - 2009
Skills
C#, ASP.NET, WinForms, WPF, WCF, Microsoft SQL Server, SQL Server Management..., Java
Education
James Madison University 2006 — 2008
BS, Computer Science
CVCC 2003 — 2006
Associates Degree, General Studies
Dell September 2012 - Present
CFA Institute January 2012 - June 2012
SNL Financial September 2009 - January 2012
Immerge Technologies 2008 - 2009
Skills
C#, ASP.NET, WinForms, WPF, WCF, Microsoft SQL Server, SQL Server Management..., Java
Education
James Madison University 2006 — 2008
BS, Computer Science
CVCC 2003 — 2006
Associates Degree, General Studies
Chandler McQuoid's CFA Institute Experience November 2014 - Present
Job IT Project Manager at CFA Institute
Industry Information Technology and Services
Experience
CFA Institute November 2014 - Present
CFA Institute September 2013 - November 2014
CFA Institute March 2013 - September 2013
Medical Automation Systems 2008 - 2012
Medical Automation Systems 2007 - 2008
Medical Automation Systems December 2004 - March 2007
The Image Company March 2004 - December 2004
Skills
IT Operations, Long-term Customer..., Account Management, Sales Operations, Photography, Software Implementation, Project Management, Sales Management, Salesforce.com, Scrum Master, Agile Project Management, Quality Assurance, Product Development, Sales, Product Management, Customer Service, Business Analysis, Program Management, Cross-functional Team..., Software Project...
Education
Old Dominion University
CFA Institute November 2014 - Present
CFA Institute September 2013 - November 2014
CFA Institute March 2013 - September 2013
Medical Automation Systems 2008 - 2012
Medical Automation Systems 2007 - 2008
Medical Automation Systems December 2004 - March 2007
The Image Company March 2004 - December 2004
Skills
IT Operations, Long-term Customer..., Account Management, Sales Operations, Photography, Software Implementation, Project Management, Sales Management, Salesforce.com, Scrum Master, Agile Project Management, Quality Assurance, Product Development, Sales, Product Management, Customer Service, Business Analysis, Program Management, Cross-functional Team..., Software Project...
Education
Old Dominion University
Dawn Bub's CFA Institute Experience 2005 - Present
Job Financial Analyst at CFA Institute
Industry Financial Services
Experience
CFA Institute 2005 - Present
Education
Mary Baldwin College 2008 — 2015
Bachelor's degree, Accounting
Piedmont Virginia Community College 1984 — 2008
Associate's degree, Accounting
CFA Institute 2005 - Present
Education
Mary Baldwin College 2008 — 2015
Bachelor's degree, Accounting
Piedmont Virginia Community College 1984 — 2008
Associate's degree, Accounting
Lee Buttles's CFA Institute Experience
Job
Industry
Experience
CFA Institute
Education
Northeastern University
CFA Institute
Education
Northeastern University
alan croasdale's CFA Institute Experience May 2014 - June 2014
Job Student at James Madison University
Industry
Experience
Woelfel Research September 2014 - Present
CFA Institute May 2014 - June 2014
James Madison University August 2012 - April 2014
Asurion Corporation May 2013 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, SAS
Education
James Madison University 2011 — 2015
Bachelor of Science (BS), Economics
Midlothian High School 2007 — 2011
Woelfel Research September 2014 - Present
CFA Institute May 2014 - June 2014
James Madison University August 2012 - April 2014
Asurion Corporation May 2013 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, SAS
Education
James Madison University 2011 — 2015
Bachelor of Science (BS), Economics
Midlothian High School 2007 — 2011
Sam Del Rowe's CFA Institute Experience June 2015 - Present
Job Editorial Intern at CFA Institute
Industry
Experience
CFA Institute June 2015 - Present
Titel Media (Highsnobiety, Selectism) January 2015 - June 2015
Washington Square News October 2013 - May 2015
Essential Homme Magazine June 2014 - December 2014
Skills
Writing, Editing, Photography, Microsoft Office, Photoshop, Illustrator, InDesign, WordPress, Social Media
Education
New York University
Bachelor of Arts (B.A.), English Language and Literature/Letters
CFA Institute June 2015 - Present
Titel Media (Highsnobiety, Selectism) January 2015 - June 2015
Washington Square News October 2013 - May 2015
Essential Homme Magazine June 2014 - December 2014
Skills
Writing, Editing, Photography, Microsoft Office, Photoshop, Illustrator, InDesign, WordPress, Social Media
Education
New York University
Bachelor of Arts (B.A.), English Language and Literature/Letters
YMCA
American Red Cross
Boy Scouts of America
City Year
Blue Cross Blue Shield of Michigan
Young Life
March of Dimes
UNICEF