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
Nilesh Patel, CFA Nilesh Patel, CFA's CFA Institute Experience 1995 - 2011
Job Vice Chairman, Central Bank
Industry Banking
Experience
USF CONNECT April 2012 - Present
Insurance Holding Ventures February 2009 - Present
St. Petersburg College 2008 - Present
Central Bank February 2007 - Present
Central Financial Holdings, Inc. December 2005 - Present
Florida Bankers Association 2005 - 2015
Florida Bankers Association 2005 - 2015
Heta Riya LLC 2007 - 2012
Homeowners Choice Property & Casualty Insurance Company, Inc. 2008 - 2011
CFA Institute 1995 - 2011
Skills
Banking, Risk Management, Financial Analysis, Fixed Income, Financial Modeling, Portfolio Management, Valuation, Capital Markets, Analysis, Financial Reporting, Strategic Planning, Derivatives, Business Analysis, Due Diligence, Financial Markets, Asset Management, Budgeting, Compliance, Excel, Customer Relations, Information Security, Mergers and Acquisitions, Hospitality Management, Mentoring Start-Ups
Education
Temple University 1992 — 1995
MBA, Finance
Temple University 1992 — 1995
Master of Business Administration (MBA), Finance, General
Sardar Patel University 1987 — 1991
BE, Electrical Engineering
BVM - Birla Vishwakarma Mahavidyalaya
FBA School of Banking
USF CONNECT April 2012 - Present
Insurance Holding Ventures February 2009 - Present
St. Petersburg College 2008 - Present
Central Bank February 2007 - Present
Central Financial Holdings, Inc. December 2005 - Present
Florida Bankers Association 2005 - 2015
Florida Bankers Association 2005 - 2015
Heta Riya LLC 2007 - 2012
Homeowners Choice Property & Casualty Insurance Company, Inc. 2008 - 2011
CFA Institute 1995 - 2011
Skills
Banking, Risk Management, Financial Analysis, Fixed Income, Financial Modeling, Portfolio Management, Valuation, Capital Markets, Analysis, Financial Reporting, Strategic Planning, Derivatives, Business Analysis, Due Diligence, Financial Markets, Asset Management, Budgeting, Compliance, Excel, Customer Relations, Information Security, Mergers and Acquisitions, Hospitality Management, Mentoring Start-Ups
Education
Temple University 1992 — 1995
MBA, Finance
Temple University 1992 — 1995
Master of Business Administration (MBA), Finance, General
Sardar Patel University 1987 — 1991
BE, Electrical Engineering
BVM - Birla Vishwakarma Mahavidyalaya
FBA School of Banking
Michael Song Michael Song's CFA Institute Experience November 2012 - February 2013
Job Investment Banking Analyst at Greenhill & Co.
Industry Investment Banking
Experience
Greenhill & Co. February 2014 - Present
Industry Ventures August 2013 - December 2013
Probitas Partners February 2013 - August 2013
CFA Institute November 2012 - February 2013
Partners Group AG October 2012 - February 2013
Northeast Community Federal Credit Union August 2012 - January 2013
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Public Speaking, Research, Customer Service, Event Planning, Financial Reporting, Financial Markets, Investment Writing, Investments, Finance, Portfolio Management, Leadership, Financial Modeling, Due Diligence, Business Development, Strategy, Private Equity, Venture Capital, Analysis
Education
San Francisco State University 2012 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
University of Colorado at Boulder 2009 — 2011
Bellevue High School 2005 — 2009
Greenhill & Co. February 2014 - Present
Industry Ventures August 2013 - December 2013
Probitas Partners February 2013 - August 2013
CFA Institute November 2012 - February 2013
Partners Group AG October 2012 - February 2013
Northeast Community Federal Credit Union August 2012 - January 2013
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Public Speaking, Research, Customer Service, Event Planning, Financial Reporting, Financial Markets, Investment Writing, Investments, Finance, Portfolio Management, Leadership, Financial Modeling, Due Diligence, Business Development, Strategy, Private Equity, Venture Capital, Analysis
Education
San Francisco State University 2012 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
University of Colorado at Boulder 2009 — 2011
Bellevue High School 2005 — 2009
John L Maslin's CFA Institute Experience August 2014 - April 2015
Job Student at the University of Colorado Boulder
Industry Financial Services
Experience
Matrix Advisors June 2015 - August 2015
CFA Institute August 2014 - April 2015
Anthos Capital October 2014 - December 2014
Strategies, LLC - Denver June 2014 - August 2014
University of Colorado Boulder January 2014 - May 2014
Education
University of Colorado Boulder - Leeds School of Business 2012 — 2016
Bachelor of Science (B.S.), Finance and Accounting Minor in Economics
Legend High School 2008 — 2012
Matrix Advisors June 2015 - August 2015
CFA Institute August 2014 - April 2015
Anthos Capital October 2014 - December 2014
Strategies, LLC - Denver June 2014 - August 2014
University of Colorado Boulder January 2014 - May 2014
Education
University of Colorado Boulder - Leeds School of Business 2012 — 2016
Bachelor of Science (B.S.), Finance and Accounting Minor in Economics
Legend High School 2008 — 2012
Kerry Jordan, CFA's CFA Institute Experience 1998 - Present
Job Director of Business Development, Absolute Return Funds at RMB Capital
Industry Investment Management
Experience
RMB Capital January 2014 - Present
International Women's Forum January 2014 - Present
CFA Society Chicago 2015 - Present
Illinois Council on Economic Education 2013 - Present
CFA Institute 1998 - Present
Chicago Capital Management, LP 2012 - 2014
CFA Society Chicago 2009 - 2014
FBR & Co. 2006 - 2008
Bank of America 1997 - 2004
NASDAQ OMX 1990 - 1996
Skills
Hedge Funds, Interest Rate..., Structured Products, Credit Products, Negotiation, Connector, Credit, Capital Markets, Derivatives, Options, Investment Banking, Equities, Connectors, Trading, Valuation, Swaps, Bonds, Investments, Hedging, Investment Strategies, Mutual Funds, Financial Structuring, Fixed Income, Alternative Investments, Mergers, Portfolio Management, Economics, Emerging Markets, Due Diligence, Asset Management, Financial Markets, Mergers & Acquisitions, Finance, Private Equity, Financial Modeling, Securities, Asset Allocation, Risk Management, Financial Advisory, Investment Management, Investment Advisory, Series 7, Corporate Finance, Equity Valuation, Investor Relations, Financial Services, Funding, Compliance, Wealth Management, Venture Capital
Education
The George Washington University
Master of Science (M.S.), Finance
University of Massachusetts, Amherst
Bachelor of Business Administration (B.B.A.), Finance
Lawrence Academy at Groton
RMB Capital January 2014 - Present
International Women's Forum January 2014 - Present
CFA Society Chicago 2015 - Present
Illinois Council on Economic Education 2013 - Present
CFA Institute 1998 - Present
Chicago Capital Management, LP 2012 - 2014
CFA Society Chicago 2009 - 2014
FBR & Co. 2006 - 2008
Bank of America 1997 - 2004
NASDAQ OMX 1990 - 1996
Skills
Hedge Funds, Interest Rate..., Structured Products, Credit Products, Negotiation, Connector, Credit, Capital Markets, Derivatives, Options, Investment Banking, Equities, Connectors, Trading, Valuation, Swaps, Bonds, Investments, Hedging, Investment Strategies, Mutual Funds, Financial Structuring, Fixed Income, Alternative Investments, Mergers, Portfolio Management, Economics, Emerging Markets, Due Diligence, Asset Management, Financial Markets, Mergers & Acquisitions, Finance, Private Equity, Financial Modeling, Securities, Asset Allocation, Risk Management, Financial Advisory, Investment Management, Investment Advisory, Series 7, Corporate Finance, Equity Valuation, Investor Relations, Financial Services, Funding, Compliance, Wealth Management, Venture Capital
Education
The George Washington University
Master of Science (M.S.), Finance
University of Massachusetts, Amherst
Bachelor of Business Administration (B.B.A.), Finance
Lawrence Academy at Groton
Wendy Conklin Wendy Conklin's CFA Institute Experience April 2008 - Present
Job Director, Executive Communications
Industry Education Management
Experience
CFA Institute April 2008 - Present
Elsie Y. Cross Associates, Inc. June 2000 - April 2008
Strategic Communications Consulting 1992 - 2000
Bristol-Myers Squibb 1986 - 1991
Community Savings 1984 - 1986
Skills
Marketing Communications, Strategic Communications, Internal Communications, Non-profits, Public Speaking, Marketing, Project Management, Corporate Communications, Strategy, Crisis Communications, Public Relations, Media Relations, Editing, Nonprofits, Annual Reports, Publications, Publishing, Speech Writing, Event Management
Education
University of Connecticut 1975 — 1979
B.A., Psychology
CFA Institute April 2008 - Present
Elsie Y. Cross Associates, Inc. June 2000 - April 2008
Strategic Communications Consulting 1992 - 2000
Bristol-Myers Squibb 1986 - 1991
Community Savings 1984 - 1986
Skills
Marketing Communications, Strategic Communications, Internal Communications, Non-profits, Public Speaking, Marketing, Project Management, Corporate Communications, Strategy, Crisis Communications, Public Relations, Media Relations, Editing, Nonprofits, Annual Reports, Publications, Publishing, Speech Writing, Event Management
Education
University of Connecticut 1975 — 1979
B.A., Psychology
Chris Spanel's CFA Institute Experience February 2014 - February 2014
Job Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2014 - Present
Big Red Investment Club January 2012 - May 2014
CFA Institute February 2014 - February 2014
Credit Suisse June 2013 - August 2013
Arbor Day Foundation August 2012 - April 2013
U.S. Naval Academy Leadership Conference January 2013 - January 2013
UBS Investment Bank October 2012 - October 2012
University of Nebraska-Lincoln May 2011 - July 2012
Skills
Finance, Financial Analysis, Writing, Creative Writing, Research, Market Research, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Recruiting, Analysis, Management
Education
University of Nebraska-Lincoln 2010 — 2014
Bachelor of Science in Business Administration (B.S.B.A), Major: Finance (Investments Option) Minor: English, Graduated with Highest Distinction, Cumulative GPA: 3.911
Credit Suisse July 2014 - Present
Big Red Investment Club January 2012 - May 2014
CFA Institute February 2014 - February 2014
Credit Suisse June 2013 - August 2013
Arbor Day Foundation August 2012 - April 2013
U.S. Naval Academy Leadership Conference January 2013 - January 2013
UBS Investment Bank October 2012 - October 2012
University of Nebraska-Lincoln May 2011 - July 2012
Skills
Finance, Financial Analysis, Writing, Creative Writing, Research, Market Research, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Recruiting, Analysis, Management
Education
University of Nebraska-Lincoln 2010 — 2014
Bachelor of Science in Business Administration (B.S.B.A), Major: Finance (Investments Option) Minor: English, Graduated with Highest Distinction, Cumulative GPA: 3.911
Ellen Hung, CFA's CFA Institute Experience March 2013 - July 2013
Job Deputy Director of Finance, Treasury at City of San José
Industry Financial Services
Experience
City of San José January 2015 - Present
GE Ratte Asset Management August 2013 - January 2015
CFA Institute March 2013 - July 2013
City of Spokane July 2002 - September 2012
CIty of Spokane June 2001 - July 2001
City of Spokane May 2000 - June 2001
Southern California Edison August 1995 - May 2000
Southern California Edison December 1993 - August 1995
General Electric June 1991 - July 1992
Skills
Standards Compliance, Operations Management, Internal Controls, Investment Management, Portfolio Management, Financial Analysis, Investments, Finance, Risk Management, Mutual Funds, Financial Reporting, Strategic Financial..., Accounting, Strategic Planning, Equity Research, Asset Allocation, Analysis, Alternative Investments
Education
Rensselaer Polytechnic Institute 1990 — 1991
Master of Business Administration (M.B.A.), Business
Rensselaer Polytechnic Institute 1986 — 1990
Bachelor's degree, Business
City of San José January 2015 - Present
GE Ratte Asset Management August 2013 - January 2015
CFA Institute March 2013 - July 2013
City of Spokane July 2002 - September 2012
CIty of Spokane June 2001 - July 2001
City of Spokane May 2000 - June 2001
Southern California Edison August 1995 - May 2000
Southern California Edison December 1993 - August 1995
General Electric June 1991 - July 1992
Skills
Standards Compliance, Operations Management, Internal Controls, Investment Management, Portfolio Management, Financial Analysis, Investments, Finance, Risk Management, Mutual Funds, Financial Reporting, Strategic Financial..., Accounting, Strategic Planning, Equity Research, Asset Allocation, Analysis, Alternative Investments
Education
Rensselaer Polytechnic Institute 1990 — 1991
Master of Business Administration (M.B.A.), Business
Rensselaer Polytechnic Institute 1986 — 1990
Bachelor's degree, Business
Christopher Vincent, CFA Christopher Vincent, CFA's CFA Institute Experience April 2012 - Present
Job Head of Fixed Income at William Blair and Company
Industry Investment Management
Experience
CFA Society Chicago July 2015 - Present
CFA Institute April 2012 - Present
Loyola University Chicago November 2010 - Present
William Blair and Company June 2002 - Present
CFA Society Chicago July 2014 - June 2015
CFA Society Chicago June 2013 - June 2014
William Blair & Company October 2012 - July 2013
CFA Society of Chicago July 2012 - June 2013
CFA Chicago April 2011 - May 2012
CFA Society of Chicago 2006 - 2009
Skills
Investments, Asset Managment, Portfolio Management, Equities, Asset Allocation, Fixed Income, Financial Services, Alternative Investments, Mutual Funds, Investment Strategies, Investment Management, Bonds, Series 7, Options, Private Equity, Derivatives, Finance, Series 63, Asset Management, Equity Research, Due Diligence, Investment Advisory, Financial Analysis, Insurance, Financial Markets, Corporate Finance, Valuation, Financial Modeling, Securities, Risk Management, Financial Advisory, Wealth Management, Bloomberg, Credit, Strategic Financial..., Trading, Relationship Management, Emerging Markets, Investment Banking, Capital Markets, Hedge Funds
Education
Saint Louis University 1982 — 1984
MBA
University of Missouri-Columbia 1974 — 1978
BSBA, Finance/Economics
CFA Society Chicago July 2015 - Present
CFA Institute April 2012 - Present
Loyola University Chicago November 2010 - Present
William Blair and Company June 2002 - Present
CFA Society Chicago July 2014 - June 2015
CFA Society Chicago June 2013 - June 2014
William Blair & Company October 2012 - July 2013
CFA Society of Chicago July 2012 - June 2013
CFA Chicago April 2011 - May 2012
CFA Society of Chicago 2006 - 2009
Skills
Investments, Asset Managment, Portfolio Management, Equities, Asset Allocation, Fixed Income, Financial Services, Alternative Investments, Mutual Funds, Investment Strategies, Investment Management, Bonds, Series 7, Options, Private Equity, Derivatives, Finance, Series 63, Asset Management, Equity Research, Due Diligence, Investment Advisory, Financial Analysis, Insurance, Financial Markets, Corporate Finance, Valuation, Financial Modeling, Securities, Risk Management, Financial Advisory, Wealth Management, Bloomberg, Credit, Strategic Financial..., Trading, Relationship Management, Emerging Markets, Investment Banking, Capital Markets, Hedge Funds
Education
Saint Louis University 1982 — 1984
MBA
University of Missouri-Columbia 1974 — 1978
BSBA, Finance/Economics
Jeannie Anderson Jeannie Anderson's CFA Institute Experience June 2000 - August 2014
Job
Industry Legal Services
Experience
Natural Retreats April 2015 - Present
CFA Institute June 2000 - August 2014
Virginia Institute of Autism 2010 - 2014
LeClair Ryan May 1999 - May 2000
Skills
Corporate Governance, Due Diligence, Risk Management, Corporate Law, Litigation, Intellectual Property, Restructuring, Securities, Leadership, Mergers & Acquisitions, Contract Negotiation, Legal Writing, Negotiation, Investments, Strategic Planning, Private Equity, Securities Regulation, Fixed Income, Venture Capital, Capital Markets, Asset Management, Portfolio Management, Legal Research, Financial Analysis, Mergers, Corporate Finance
Education
University of Richmond School of Law 1995 — 1998
Doctor of Law (J.D.)
University of Florida 1992 — 1995
B.S., Public Relations
Natural Retreats April 2015 - Present
CFA Institute June 2000 - August 2014
Virginia Institute of Autism 2010 - 2014
LeClair Ryan May 1999 - May 2000
Skills
Corporate Governance, Due Diligence, Risk Management, Corporate Law, Litigation, Intellectual Property, Restructuring, Securities, Leadership, Mergers & Acquisitions, Contract Negotiation, Legal Writing, Negotiation, Investments, Strategic Planning, Private Equity, Securities Regulation, Fixed Income, Venture Capital, Capital Markets, Asset Management, Portfolio Management, Legal Research, Financial Analysis, Mergers, Corporate Finance
Education
University of Richmond School of Law 1995 — 1998
Doctor of Law (J.D.)
University of Florida 1992 — 1995
B.S., Public Relations
Nicole Sparks's CFA Institute Experience September 2013 - February 2014
Job Assistant Branch Manager
Industry Financial Services
Jeremy de Koe Jeremy de Koe's CFA Institute Experience June 2012 - June 2014
Job Investment Banking Analyst at Teneo Capital
Industry Investment Banking
Experience
Teneo Capital August 2015 - Present
Kerburn Rose January 2014 - August 2015
CFA Institute June 2012 - June 2014
Elegant Flooring Ltd. September 2012 - December 2013
Elegant Flooring Ltd. June 2010 - August 2012
Kiesel Bauchemie January 2009 - February 2009
Skills
Investment Banking, Strategy, Analysis, Logistics, Financial Modeling, Financial Analysis, Management, Product Management, Investment Strategies, Market Analysis, Equity Valuation, Enterprise Valuation, Competitive Marketing..., DCF Valuation, Investment Valuation, Business Growth..., Public Speaking, Equality & Diversity, CFA Candidate, Mergers & Acquisitions, Sinatra, Investments, Corporate Finance, Microsoft Excel, Finance, Valuation
Education
CFA Institute 2012 — 2014
CFA Candidate - Passed all 3 CFA level exams
St. Francis Xavier University 2006 — 2010
Bachelor's Degree, First Class Honours in Finance, 3.8 / 4.0 GPA
Warsaw School of Economics 2009 — 2009
International Business Management
Teneo Capital August 2015 - Present
Kerburn Rose January 2014 - August 2015
CFA Institute June 2012 - June 2014
Elegant Flooring Ltd. September 2012 - December 2013
Elegant Flooring Ltd. June 2010 - August 2012
Kiesel Bauchemie January 2009 - February 2009
Skills
Investment Banking, Strategy, Analysis, Logistics, Financial Modeling, Financial Analysis, Management, Product Management, Investment Strategies, Market Analysis, Equity Valuation, Enterprise Valuation, Competitive Marketing..., DCF Valuation, Investment Valuation, Business Growth..., Public Speaking, Equality & Diversity, CFA Candidate, Mergers & Acquisitions, Sinatra, Investments, Corporate Finance, Microsoft Excel, Finance, Valuation
Education
CFA Institute 2012 — 2014
CFA Candidate - Passed all 3 CFA level exams
St. Francis Xavier University 2006 — 2010
Bachelor's Degree, First Class Honours in Finance, 3.8 / 4.0 GPA
Warsaw School of Economics 2009 — 2009
International Business Management
Anshika Malik Anshika Malik's CFA Institute Experience January 2015 - July 2015
Job Manager at Capital One Bank
Industry Banking
Experience
Capital One January 2015 - Present
CFA Institute January 2015 - July 2015
Capital One January 2012 - December 2014
Capital One August 2010 - December 2011
Gallup January 2009 - July 2010
University of Nebraska at Omaha January 2007 - December 2008
Skills
Data Analysis, Credit Risk, Financial Reporting, Cost Accounting, SAS programming, SQL, Cognos, Oracle Report Builder, SAS, Analysis, Business Analysis, Portfolio Management, Risk Management, Finance, Banking, Credit, Financial Risk, Data Mining, Strategy, Project Management
Education
University of Nebraska at Omaha 2007 — 2008
Masters, Economics
Univesity of Delhi 2003 — 2006
Bachelor's degree, Economics
Capital One January 2015 - Present
CFA Institute January 2015 - July 2015
Capital One January 2012 - December 2014
Capital One August 2010 - December 2011
Gallup January 2009 - July 2010
University of Nebraska at Omaha January 2007 - December 2008
Skills
Data Analysis, Credit Risk, Financial Reporting, Cost Accounting, SAS programming, SQL, Cognos, Oracle Report Builder, SAS, Analysis, Business Analysis, Portfolio Management, Risk Management, Finance, Banking, Credit, Financial Risk, Data Mining, Strategy, Project Management
Education
University of Nebraska at Omaha 2007 — 2008
Masters, Economics
Univesity of Delhi 2003 — 2006
Bachelor's degree, Economics
Sasha Evans, CFA's CFA Institute Experience January 2015 - Present
Job Odlum Brown Limited
Industry Financial Services
Experience
Odlum Brown Limited September 2009 - Present
Simon Fraser University January 2014 - Present
CFA Institute January 2015 - Present
Education Generation January 2012 - December 2013
Odlum Brown Limited June 2007 - September 2009
Medcom Billing Systems 2002 - 2008
HSBC Securities May 2004 - August 2004
Skills
Investments, Investment Strategies, Equities, Equity Research, Securities, Investment Advisory, Fixed Income, Asset Allocation, Mutual Funds, Valuation, Financial Advisory, Bloomberg, Bonds, Wealth, Investment Management, Finance, Derivatives, Retirement Planning, Financial Services, Wealth Management, Portfolio Management, Options, Strategic Financial..., Capital Markets, Wealth Management..., Financial Modeling, High Net Worth..., Financial Analysis
Education
Canadian Securities Institute 2007 — 2008
Canadian Investment Manager
Simon Fraser University 2003 — 2007
BBA, Finance
Odlum Brown Limited September 2009 - Present
Simon Fraser University January 2014 - Present
CFA Institute January 2015 - Present
Education Generation January 2012 - December 2013
Odlum Brown Limited June 2007 - September 2009
Medcom Billing Systems 2002 - 2008
HSBC Securities May 2004 - August 2004
Skills
Investments, Investment Strategies, Equities, Equity Research, Securities, Investment Advisory, Fixed Income, Asset Allocation, Mutual Funds, Valuation, Financial Advisory, Bloomberg, Bonds, Wealth, Investment Management, Finance, Derivatives, Retirement Planning, Financial Services, Wealth Management, Portfolio Management, Options, Strategic Financial..., Capital Markets, Wealth Management..., Financial Modeling, High Net Worth..., Financial Analysis
Education
Canadian Securities Institute 2007 — 2008
Canadian Investment Manager
Simon Fraser University 2003 — 2007
BBA, Finance
Nour Taher Nour Taher's CFA Institute Experience 2012 - 2012
Job Senior Financial Analyst at Central Bank of the UAE
Industry Management Consulting
Experience
Central Bank of the UAE September 2015 - Present
Doejo 2014 - 2014
PwC August 2011 - August 2013
CFA Institute 2012 - 2012
Quds Bank February 2011 - July 2011
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Accounting, Financial Reporting, Auditing, Internal Audit, Due Diligence, Banking, Budgets, Negotiation, Microsoft Excel, Private Equity, Strategic Planning, Management Consulting, Forecasting, Investments, Teamwork, Financial Accounting, Strategy, Risk Management, Finance, Managerial Finance, Business Planning, Internal Controls, Microsoft Office
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
University of Wisconsin-La Crosse 2009 — 2010
Exchange, Finance
Birzeit University 2007 — 2010
Bachelor, Finance and Banking
Central Bank of the UAE September 2015 - Present
Doejo 2014 - 2014
PwC August 2011 - August 2013
CFA Institute 2012 - 2012
Quds Bank February 2011 - July 2011
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Accounting, Financial Reporting, Auditing, Internal Audit, Due Diligence, Banking, Budgets, Negotiation, Microsoft Excel, Private Equity, Strategic Planning, Management Consulting, Forecasting, Investments, Teamwork, Financial Accounting, Strategy, Risk Management, Finance, Managerial Finance, Business Planning, Internal Controls, Microsoft Office
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
University of Wisconsin-La Crosse 2009 — 2010
Exchange, Finance
Birzeit University 2007 — 2010
Bachelor, Finance and Banking
Paul Neumann's CFA Institute Experience September 2014 - July 2015
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - Present
CFA Institute September 2014 - July 2015
Merrill Lynch November 2007 - June 2014
Saxo Bank 2006 - 2007
Wells Fargo 2002 - 2006
Boy Scouts of America March 1994 - June 1998
Skills
Fixed Income, Equities, Series 7, Portfolio Management, Wealth Management, Bloomberg, Hedge Funds, Alternative Investments, Asset Allocation, Corporate Finance, Private Equity, Options, FX Options, Investments, Risk Management, Valuation
Education
University of Colorado Boulder 1998 — 2002
Bachelor of Arts (B.A.), Economics
Morgan Stanley Wealth Management June 2014 - Present
CFA Institute September 2014 - July 2015
Merrill Lynch November 2007 - June 2014
Saxo Bank 2006 - 2007
Wells Fargo 2002 - 2006
Boy Scouts of America March 1994 - June 1998
Skills
Fixed Income, Equities, Series 7, Portfolio Management, Wealth Management, Bloomberg, Hedge Funds, Alternative Investments, Asset Allocation, Corporate Finance, Private Equity, Options, FX Options, Investments, Risk Management, Valuation
Education
University of Colorado Boulder 1998 — 2002
Bachelor of Arts (B.A.), Economics
Xiao(Jason) Xi, CSCP Xiao(Jason) Xi, CSCP's CFA Institute Experience December 2012 - December 2012
Job Import Product Purchasing Manager at Naxa Electronics, Inc
Industry Logistics and Supply Chain
Experience
Naxa Electronics, Inc August 2015 - Present
PearTrack Security Systems, Inc. July 2015 - Present
APICS January 2015 - Present
Innovation Center for Energy and Transportation (iCET) May 2015 - August 2015
Kaiser Permanente January 2015 - May 2015
WISCO America Company Ltd. September 2013 - June 2014
Market Technicians Association August 2012 - August 2013
CFA Institute December 2012 - December 2012
Industrial and Commercial Bank of China August 2012 - August 2012
Skills
Microsoft Office, TCP/IP, C++, VBA, Matlab, SPSS, Adobe Creative Suite, MySQL, SAP ERP, Statistics, PowerPoint, Microsoft Excel, Data Analysis, Stata, Financial Modeling, Economics, Public Speaking, Research, Analysis, Social Media
Education
University of Southern California 2014 — 2015
Master's Degree of Science, Global Suppy Chain Management
University of Michigan 2011 — 2013
Bachelor's Degree of Science, Economics&Environmental Science
Wuhan University of Technology 2009 — 2011
Bachelor's Degree of Science, International Economics and Trade
University of California, Los Angeles 2014 — 2015
Certificate, Database Management
Naxa Electronics, Inc August 2015 - Present
PearTrack Security Systems, Inc. July 2015 - Present
APICS January 2015 - Present
Innovation Center for Energy and Transportation (iCET) May 2015 - August 2015
Kaiser Permanente January 2015 - May 2015
WISCO America Company Ltd. September 2013 - June 2014
Market Technicians Association August 2012 - August 2013
CFA Institute December 2012 - December 2012
Industrial and Commercial Bank of China August 2012 - August 2012
Skills
Microsoft Office, TCP/IP, C++, VBA, Matlab, SPSS, Adobe Creative Suite, MySQL, SAP ERP, Statistics, PowerPoint, Microsoft Excel, Data Analysis, Stata, Financial Modeling, Economics, Public Speaking, Research, Analysis, Social Media
Education
University of Southern California 2014 — 2015
Master's Degree of Science, Global Suppy Chain Management
University of Michigan 2011 — 2013
Bachelor's Degree of Science, Economics&Environmental Science
Wuhan University of Technology 2009 — 2011
Bachelor's Degree of Science, International Economics and Trade
University of California, Los Angeles 2014 — 2015
Certificate, Database Management
Molly Manuse Molly Manuse's CFA Institute Experience June 2011 - July 2014
Job
Industry Hospital & Health Care
Experience
McKesson July 2014 - Present
CFA Institute June 2011 - July 2014
WorldStrides August 2008 - June 2011
Crispin Porter + Bogusky October 2006 - December 2007
JDG Communications May 2007 - August 2007
Reston Interfaith May 2006 - August 2006
Education
University of Miami 2004 — 2008
B.S. Communication, Advertising, Psychology, and Marketing, 3.8
McKesson July 2014 - Present
CFA Institute June 2011 - July 2014
WorldStrides August 2008 - June 2011
Crispin Porter + Bogusky October 2006 - December 2007
JDG Communications May 2007 - August 2007
Reston Interfaith May 2006 - August 2006
Education
University of Miami 2004 — 2008
B.S. Communication, Advertising, Psychology, and Marketing, 3.8
Akinola Dosunmu, CFA, CPA Akinola Dosunmu, CFA, CPA's CFA Institute Experience June 2015 - Present
Job Volunteer at CFA Institute
Industry Semiconductors
Experience
CFA Institute June 2015 - Present
Intel Capital October 2013 - Present
Intel April 2010 - September 2013
Intel January 2009 - May 2010
Intel June 2007 - January 2009
CIGNA Corporation May 2006 - August 2006
Phillips Consulting Limited 1998 - 2004
Skills
Real Options, Credit Risk, Managerial Finance, Financial Analysis, Financial Modeling, Financial Accounting, Internal Controls, New Business Development, Business Planning, Business Plan Evaluation, Portfolio Management, Decision Analysis, Valuation, Credit, Mergers, Due Diligence, Start-ups, Management Consulting, Private Equity, Mergers & Acquisitions, Finance, Strategy, Corporate Finance, Investments, Strategic Financial..., Financial Forecasting
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2007
MBA, Finance
University of Ibadan 1993 — 1998
B.S., Physical Therapy
University of Ibadan 1992 — 1998
BS, Physical Therapy
Nigeria Military School, Zaria 1986 — 1992
CFA Institute June 2015 - Present
Intel Capital October 2013 - Present
Intel April 2010 - September 2013
Intel January 2009 - May 2010
Intel June 2007 - January 2009
CIGNA Corporation May 2006 - August 2006
Phillips Consulting Limited 1998 - 2004
Skills
Real Options, Credit Risk, Managerial Finance, Financial Analysis, Financial Modeling, Financial Accounting, Internal Controls, New Business Development, Business Planning, Business Plan Evaluation, Portfolio Management, Decision Analysis, Valuation, Credit, Mergers, Due Diligence, Start-ups, Management Consulting, Private Equity, Mergers & Acquisitions, Finance, Strategy, Corporate Finance, Investments, Strategic Financial..., Financial Forecasting
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2007
MBA, Finance
University of Ibadan 1993 — 1998
B.S., Physical Therapy
University of Ibadan 1992 — 1998
BS, Physical Therapy
Nigeria Military School, Zaria 1986 — 1992
Andrew Bruenderman, MHA's CFA Institute Experience October 2010 - February 2011
Job Healthcare Supply Chain Contracting/Vendor Mgmt
Industry Hospital & Health Care
Experience
Baylor Scott & White Health August 2015 - Present
Novation August 2013 - July 2015
VHA Inc. May 2013 - August 2013
University of Kentucky August 2011 - May 2013
LG&E and KU Energy LLC June 2010 - May 2013
The Children's Hospital of Philadelphia May 2012 - August 2012
University of Kentucky Gill Heart Institute September 2011 - January 2012
CFA Institute October 2010 - February 2011
University of Kentucky January 2010 - February 2011
TVA Investment Challenge August 2010 - January 2011
Skills
Vendor Relationship..., Contract Negotiation, Pathology, Contract Management, Supply Chain Management, Microsoft Excel, Leadership, Data Analysis, Strategy, Customer Service, Access, Marketing, Strategic Planning, Healthcare, Market Research, Time Management, Financial Analysis, Management, SAP, Research, Healthcare Industry, Business Analysis, Project Management, Public Speaking, Fundraising, Competitive Analysis, SharePoint, Statistics, Advertising, Finance, Retail, Databases, SPSS, Critical Thinking, SQL, Marketing Research, Software Documentation, PeopleSoft, Analytics, Market Analysis, Data Mining, Data Cleaning, Consulting
Education
University of Kentucky College of Public Health 2011 — 2013
Master of Healthcare Administration (MHA), Health/Health Care Administration/Management, 3.8
University of Kentucky 2007 — 2011
BA, Finance and Marketing
Trinity High School 2003 — 2007
Baylor Scott & White Health August 2015 - Present
Novation August 2013 - July 2015
VHA Inc. May 2013 - August 2013
University of Kentucky August 2011 - May 2013
LG&E and KU Energy LLC June 2010 - May 2013
The Children's Hospital of Philadelphia May 2012 - August 2012
University of Kentucky Gill Heart Institute September 2011 - January 2012
CFA Institute October 2010 - February 2011
University of Kentucky January 2010 - February 2011
TVA Investment Challenge August 2010 - January 2011
Skills
Vendor Relationship..., Contract Negotiation, Pathology, Contract Management, Supply Chain Management, Microsoft Excel, Leadership, Data Analysis, Strategy, Customer Service, Access, Marketing, Strategic Planning, Healthcare, Market Research, Time Management, Financial Analysis, Management, SAP, Research, Healthcare Industry, Business Analysis, Project Management, Public Speaking, Fundraising, Competitive Analysis, SharePoint, Statistics, Advertising, Finance, Retail, Databases, SPSS, Critical Thinking, SQL, Marketing Research, Software Documentation, PeopleSoft, Analytics, Market Analysis, Data Mining, Data Cleaning, Consulting
Education
University of Kentucky College of Public Health 2011 — 2013
Master of Healthcare Administration (MHA), Health/Health Care Administration/Management, 3.8
University of Kentucky 2007 — 2011
BA, Finance and Marketing
Trinity High School 2003 — 2007
Sergey Volkov, CPA, CFA Sergey Volkov, CPA, CFA's CFA Institute Experience January 2007 - 2013
Job Director at PwC
Industry Banking
Experience
PricewaterhouseCoopers November 2006 - Present
CFA Institute January 2007 - 2013
Freddie Mac 2004 - 2006
KPMG 2003 - 2004
MetLife 2000 - 2003
Independent Tax Practice 1998 - 2000
Skills
Securitization, Banking, Fixed Income, Structured Finance, Valuation, Derivatives, Capital Markets, Internal Controls, Dodd Frank Act Stress..., Structured Products, capital planning, Investments, CCAR, Financial Services, Financial Reporting, Fair Value, DFAST, Accounting, Stress Testing, SR 11-7, model validation, Sarbanes-Oxley Act, Credit Risk, Market Risk, PPNR, Operational Risk, Model Risk, MBS, Hedging, Financial Analysis, Equities
Education
University of Colorado at Boulder
Finance
PricewaterhouseCoopers November 2006 - Present
CFA Institute January 2007 - 2013
Freddie Mac 2004 - 2006
KPMG 2003 - 2004
MetLife 2000 - 2003
Independent Tax Practice 1998 - 2000
Skills
Securitization, Banking, Fixed Income, Structured Finance, Valuation, Derivatives, Capital Markets, Internal Controls, Dodd Frank Act Stress..., Structured Products, capital planning, Investments, CCAR, Financial Services, Financial Reporting, Fair Value, DFAST, Accounting, Stress Testing, SR 11-7, model validation, Sarbanes-Oxley Act, Credit Risk, Market Risk, PPNR, Operational Risk, Model Risk, MBS, Hedging, Financial Analysis, Equities
Education
University of Colorado at Boulder
Finance
Elias Shliyan Elias Shliyan's CFA Institute Experience October 2012 - June 2013
Job Finance Professional
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan January 2014 - June 2014
NEPC May 2013 - September 2013
CFA Institute October 2012 - June 2013
University of Nevada Las Vegas September 2012 - June 2013
Education
University of Nevada-Las Vegas
Bachelor of Science (B.S.), Finance, 3.92
J.P. Morgan June 2014 - Present
J.P. Morgan January 2014 - June 2014
NEPC May 2013 - September 2013
CFA Institute October 2012 - June 2013
University of Nevada Las Vegas September 2012 - June 2013
Education
University of Nevada-Las Vegas
Bachelor of Science (B.S.), Finance, 3.92
Kirby Welsko Kirby Welsko's CFA Institute Experience July 2013 - September 2013
Job Software Testing Analyst at WillowTree Apps®, Inc.
Industry Computer Software
Experience
WillowTree Apps®, Inc. September 2013 - Present
CFA Institute July 2013 - September 2013
Rosetta Stone October 2012 - March 2013
Rosetta Stone January 2009 - October 2012
Skills
Software Quality..., Testing, Agile Methodologies, Team Leadership, Test Cases, Ad Hoc Reporting, Regression Testing, Quality Assurance, Test Automation, Test Planning, Selenium, Test Management, Black Box Testing, Quality Center, Agile Testing, Manual Testing, Siebel, ApTest Manager, Microsoft Visual Studio, Microsoft Test Manager, iOS, User Acceptance Testing, Software Documentation, System Testing, Java, Scrum, Android, Subversion, Web Applications
Education
Radford University 2005 — 2008
BA, Psychology
WillowTree Apps®, Inc. September 2013 - Present
CFA Institute July 2013 - September 2013
Rosetta Stone October 2012 - March 2013
Rosetta Stone January 2009 - October 2012
Skills
Software Quality..., Testing, Agile Methodologies, Team Leadership, Test Cases, Ad Hoc Reporting, Regression Testing, Quality Assurance, Test Automation, Test Planning, Selenium, Test Management, Black Box Testing, Quality Center, Agile Testing, Manual Testing, Siebel, ApTest Manager, Microsoft Visual Studio, Microsoft Test Manager, iOS, User Acceptance Testing, Software Documentation, System Testing, Java, Scrum, Android, Subversion, Web Applications
Education
Radford University 2005 — 2008
BA, Psychology
Todd P Fischer Todd P Fischer's CFA Institute Experience October 2012 - Present
Job Environments and Release Manager at CFA Institute
Industry Financial Services
Experience
CFA Institute October 2012 - Present
SOCA Challenge program September 2013 - May 2015
Citi January 2011 - October 2012
Citi 2009 - 2011
Citi 2007 - 2009
Citi 2005 - 2007
Citi 2003 - 2005
Skills
SharePoint, Process Improvement, Agile Methodologies, VMware, Network Architecture, Portfolio Management, ITIL Certified, Project Management, Application Lifecycle..., Infrastructure, ITIL, SDLC, Enterprise Software, Unified Communications, Business Relationship..., Automation, Mobile Applications, Agile Project Management, Business Analysis, Enterprise Architecture, Environment Management, Kanban, Software Deployment, Test Automation, Siebel, Infrastructure..., Infrastructure..., Process Engineering, ITIL v3 Foundations..., Home Automation, AV, Social Media, Desktop Environment, Remote Desktop, .NET, IT Strategy, Vendor Management, IT Management, Integration, CRM, Information Technology, Program Management, Disaster Recovery, Management, Salesforce.com..., Windows Azure, Continuous Integration, Agile & Waterfall..., Scrum, Configuration Management
Education
Radford University
Bridgton Academy
CFA Institute October 2012 - Present
SOCA Challenge program September 2013 - May 2015
Citi January 2011 - October 2012
Citi 2009 - 2011
Citi 2007 - 2009
Citi 2005 - 2007
Citi 2003 - 2005
Skills
SharePoint, Process Improvement, Agile Methodologies, VMware, Network Architecture, Portfolio Management, ITIL Certified, Project Management, Application Lifecycle..., Infrastructure, ITIL, SDLC, Enterprise Software, Unified Communications, Business Relationship..., Automation, Mobile Applications, Agile Project Management, Business Analysis, Enterprise Architecture, Environment Management, Kanban, Software Deployment, Test Automation, Siebel, Infrastructure..., Infrastructure..., Process Engineering, ITIL v3 Foundations..., Home Automation, AV, Social Media, Desktop Environment, Remote Desktop, .NET, IT Strategy, Vendor Management, IT Management, Integration, CRM, Information Technology, Program Management, Disaster Recovery, Management, Salesforce.com..., Windows Azure, Continuous Integration, Agile & Waterfall..., Scrum, Configuration Management
Education
Radford University
Bridgton Academy
Jennifer Nweji Jennifer Nweji's CFA Institute Experience May 2011 - August 2011
Job Case Assistant at Kirkland & Ellis LLP
Industry Legal Services
Experience
Kirkland & Ellis LLP September 2015 - Present
Kirkland & Ellis LLP August 2012 - Present
St. Lawrence University Admissions August 2010 - May 2012
CFA Institute May 2011 - August 2011
Dowse & Co Solicitors April 2011 - May 2011
CVS Pharmacy June 2010 - August 2010
HRA May 2006 - August 2006
Skills
Accounting, Event Management, Team Building, Event Planning, Public Relations, Project Planning, Analysis, Social Media, Coaching, Data Entry, Retail, Advertising, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Magazines, Research, Human Resources, Sales
Education
St. Lawrence University 2008 — 2012
Bachelor of Arts (B.A.), Global Studies and Government
Grover Cleveland High School 2004 — 2008
Regents Diploma
Kirkland & Ellis LLP September 2015 - Present
Kirkland & Ellis LLP August 2012 - Present
St. Lawrence University Admissions August 2010 - May 2012
CFA Institute May 2011 - August 2011
Dowse & Co Solicitors April 2011 - May 2011
CVS Pharmacy June 2010 - August 2010
HRA May 2006 - August 2006
Skills
Accounting, Event Management, Team Building, Event Planning, Public Relations, Project Planning, Analysis, Social Media, Coaching, Data Entry, Retail, Advertising, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Magazines, Research, Human Resources, Sales
Education
St. Lawrence University 2008 — 2012
Bachelor of Arts (B.A.), Global Studies and Government
Grover Cleveland High School 2004 — 2008
Regents Diploma
Scott Beyer, Ph.D., CFA Scott Beyer, Ph.D., CFA's CFA Institute Experience 2007 - Present
Job Interim Dean College of Business at University of Wisconsin Oshkosh
Industry Higher Education
Experience
University of Wisconsin Oshkosh August 2015 - Present
University of Wisconsin Oshkosh March 2015 - Present
University of Wisconsin Oshkosh June 2013 - Present
University Insurance Association, Wisconsin Family Business Forum September 2010 - Present
CFA Institute 2007 - Present
University of Wisconsin Oshkosh March 2013 - March 2015
University of Wisconsin Oshkosh March 2011 - June 2013
University of Wisconsin Oshkosh 2009 - March 2011
University of Wisconsin Oshkosh July 2005 - 2009
Northern Illinois University May 2003 - August 2005
Skills
Risk Management, Insurance, Monetary Policy, Derivatives, Reinsurance, Actuarial Exams, CPCU, Asset Management, Investment Management, Program Management, Portfolio Management, Fundraising, Microsoft Excel, Investments, Financial Analysis, Higher Education, Banking, Finance, Asset Allocation, Financial Modeling, Underwriting, Economics, Mergers & Acquisitions, Customer Service, Statistics, Strategic Planning, Corporate Finance, Research, Asset Managment, Financial Risk, Strategic Financial..., Data Analysis, Fixed Income, Microsoft Office, Analysis, Leadership, Financial Markets, Grant Writing, Public Speaking, Enterprise Risk..., Valuation, Investment Strategies, Curriculum Design, Project Planning, Quantitative Analytics, Business Strategy, Academic Advising, Financial Reporting
Education
University of Missouri-Columbia, College of Business 1998 — 2003
Ph.D., Finance
Western Illinois University 1996 — 1998
MA/MBA, Economics/Decision Sciences
University of Wisconsin-Madison 1992 — 1995
B.S., Chemical Engineering
University of Wisconsin Oshkosh August 2015 - Present
University of Wisconsin Oshkosh March 2015 - Present
University of Wisconsin Oshkosh June 2013 - Present
University Insurance Association, Wisconsin Family Business Forum September 2010 - Present
CFA Institute 2007 - Present
University of Wisconsin Oshkosh March 2013 - March 2015
University of Wisconsin Oshkosh March 2011 - June 2013
University of Wisconsin Oshkosh 2009 - March 2011
University of Wisconsin Oshkosh July 2005 - 2009
Northern Illinois University May 2003 - August 2005
Skills
Risk Management, Insurance, Monetary Policy, Derivatives, Reinsurance, Actuarial Exams, CPCU, Asset Management, Investment Management, Program Management, Portfolio Management, Fundraising, Microsoft Excel, Investments, Financial Analysis, Higher Education, Banking, Finance, Asset Allocation, Financial Modeling, Underwriting, Economics, Mergers & Acquisitions, Customer Service, Statistics, Strategic Planning, Corporate Finance, Research, Asset Managment, Financial Risk, Strategic Financial..., Data Analysis, Fixed Income, Microsoft Office, Analysis, Leadership, Financial Markets, Grant Writing, Public Speaking, Enterprise Risk..., Valuation, Investment Strategies, Curriculum Design, Project Planning, Quantitative Analytics, Business Strategy, Academic Advising, Financial Reporting
Education
University of Missouri-Columbia, College of Business 1998 — 2003
Ph.D., Finance
Western Illinois University 1996 — 1998
MA/MBA, Economics/Decision Sciences
University of Wisconsin-Madison 1992 — 1995
B.S., Chemical Engineering
Javier Ramirez-Gaston - MBA Javier Ramirez-Gaston - MBA's CFA Institute Experience December 2012 - December 2012
Job Senior Manager, Model Validation & Approval, Global Risk Management at Scotiabank
Industry Banking
Experience
Scotiabank June 2015 - Present
Scotiabank March 2013 - Present
Global Association of Risk Professionals November 2013 - November 2013
Crown Hill Capital Corporation May 2012 - February 2013
CFA Institute December 2012 - December 2012
Investeco Capital Private Equity Funds June 2011 - September 2011
Anheuser-Busch InBev February 2008 - August 2010
Anheuser-Busch InBev December 2003 - January 2008
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Risk Management, Accounting, Operations Management, Research, Forecasting, Excel, Financial Accounting, Financial Management, Food & Beverage, Spanish, Brazilian Portuguese, Private Equity, Venture Capital, Credit Risk, SAP R/3, FactSet
Education
University of Toronto - Rotman School of Management 2010 — 2012
MBA, Finance
Marquee Group 2011 — 2011
Diploma, Building a Financial Model, Valuation Analysis
Universidad Peruana de Ciencias Aplicadas 2003 — 2003
Specialization in Finance, Finance
Universidad Nacional Agraria La Molina 2002 — 2002
Universidad Nacional Agraria La Molina 1995 — 2001
Bachelor's degree, Food Engineering
Scotiabank June 2015 - Present
Scotiabank March 2013 - Present
Global Association of Risk Professionals November 2013 - November 2013
Crown Hill Capital Corporation May 2012 - February 2013
CFA Institute December 2012 - December 2012
Investeco Capital Private Equity Funds June 2011 - September 2011
Anheuser-Busch InBev February 2008 - August 2010
Anheuser-Busch InBev December 2003 - January 2008
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Risk Management, Accounting, Operations Management, Research, Forecasting, Excel, Financial Accounting, Financial Management, Food & Beverage, Spanish, Brazilian Portuguese, Private Equity, Venture Capital, Credit Risk, SAP R/3, FactSet
Education
University of Toronto - Rotman School of Management 2010 — 2012
MBA, Finance
Marquee Group 2011 — 2011
Diploma, Building a Financial Model, Valuation Analysis
Universidad Peruana de Ciencias Aplicadas 2003 — 2003
Specialization in Finance, Finance
Universidad Nacional Agraria La Molina 2002 — 2002
Universidad Nacional Agraria La Molina 1995 — 2001
Bachelor's degree, Food Engineering
Jessica Guthrie's CFA Institute Experience May 2014 - May 2015
Job Summer Consultant at Pan American Health Organization/ World Health Organization
Industry
Experience
Pan American Health Organization/ World Health Organization May 2015 - Present
CFA Institute May 2014 - May 2015
University of Virginia March 2013 - March 2014
Education
University of Virginia 2012 — 2016
Bachelor's Degree, Public Policy, Global Culture and Commerce
The Hong Kong University of Science and Technology 2013 — 2013
Study Abroad, Jefferson Global Seminars
Pan American Health Organization/ World Health Organization May 2015 - Present
CFA Institute May 2014 - May 2015
University of Virginia March 2013 - March 2014
Education
University of Virginia 2012 — 2016
Bachelor's Degree, Public Policy, Global Culture and Commerce
The Hong Kong University of Science and Technology 2013 — 2013
Study Abroad, Jefferson Global Seminars
Sharon Elkins's CFA Institute Experience September 2013 - May 2014
Job Managing Director, Rocket Moon Corporation
Industry Internet
Experience
Rocket Moon Corporation December 2011 - Present
CFA Institute September 2013 - May 2014
Microsoft July 2008 - December 2011
Microsoft November 2001 - July 2008
Microsoft April 1996 - November 2001
Microsoft October 1990 - April 1996
Education
The University of Montana 1979 — 1983
Business Administration
Rocket Moon Corporation December 2011 - Present
CFA Institute September 2013 - May 2014
Microsoft July 2008 - December 2011
Microsoft November 2001 - July 2008
Microsoft April 1996 - November 2001
Microsoft October 1990 - April 1996
Education
The University of Montana 1979 — 1983
Business Administration
Rosen Vasilev Rosen Vasilev's CFA Institute Experience September 2015 - Present
Job Global Research Challenge Tilburg University at CFA Institute
Industry Investment Management
Experience
CFA Institute September 2015 - Present
US Embassy Sofia April 2014 - July 2014
Varchev Finance LTD. January 2014 - February 2014
Exxus Markets LTD December 2013 - January 2014
ENTERSOFT March 2013 - April 2013
Skills
English, Economics, Financial Analysis, Sales, Capital Markets, Finance, Investments, Market Research, Teamwork, Data Analysis, Research, Risk Management, Microsoft Office, International Relations, Investment Banking, Microsoft Excel, Mergers & Acquisitions, Microsoft Word, PowerPoint, Analysis, Customer Service, Marketing, Valuation, Team Leadership, Spanish, Time Management, Leadership
Education
Tilburg University 2014 — 2015
Master's Degree, MSc Finance
University of National and World economy 2009 — 2013
Bachelor degree, International Economic relations, 3.1
PMG Yane Sandanski - Goce Delchev 2005 — 2009
3.60 / 4
CFA Institute September 2015 - Present
US Embassy Sofia April 2014 - July 2014
Varchev Finance LTD. January 2014 - February 2014
Exxus Markets LTD December 2013 - January 2014
ENTERSOFT March 2013 - April 2013
Skills
English, Economics, Financial Analysis, Sales, Capital Markets, Finance, Investments, Market Research, Teamwork, Data Analysis, Research, Risk Management, Microsoft Office, International Relations, Investment Banking, Microsoft Excel, Mergers & Acquisitions, Microsoft Word, PowerPoint, Analysis, Customer Service, Marketing, Valuation, Team Leadership, Spanish, Time Management, Leadership
Education
Tilburg University 2014 — 2015
Master's Degree, MSc Finance
University of National and World economy 2009 — 2013
Bachelor degree, International Economic relations, 3.1
PMG Yane Sandanski - Goce Delchev 2005 — 2009
3.60 / 4
John Holewa, CFA John Holewa, CFA's CFA Institute Experience 2004 - 2006
Job Principal at AUM Growth Consulting
Industry Investment Management
Experience
AUM Growth Consulting 2009 - Present
Standard Chartered Bank April 2006 - August 2009
Ameriprise Financial April 2003 - March 2006
CFA Institute 2004 - 2006
Jeffrey Slocum & Associates May 2002 - November 2002
BI WORLDWIDE 1984 - 2001
Skills
Marketing Strategy, Investments, Program Management, Institutional Clients, Cross-functional Team..., White Papers, Mutual Funds, Thought Leadership, Asset Management, Annuities, Asset Managment, Institutional..., Strategy, Asset Allocation, Fixed Annuities, Alternative Investments, Investment Management, Marketing, Management, Fixed Income, Capital Markets, Equities, Portfolio Management, Marketing Communications, Financial Services, Financial Advisory, Wealth Management, Series 7, Business Development, Hedge Funds, Strategic Planning, Marketing Management, CRM, Emerging Markets, Due Diligence, Investment Strategies, Securities, Investment Advisory, Bloomberg, Fund Of Funds, Series 63, Funding
Education
University of Minnesota-Twin Cities 1979 — 1981
MBA, Marketing Management
University of Minnesota-Twin Cities 1973 — 1977
BSB, Accounting
University of Minnesota-Twin Cities 1973 — 1977
BA, Economics
United States Military Academy at West Point 1972 — 1973
AUM Growth Consulting 2009 - Present
Standard Chartered Bank April 2006 - August 2009
Ameriprise Financial April 2003 - March 2006
CFA Institute 2004 - 2006
Jeffrey Slocum & Associates May 2002 - November 2002
BI WORLDWIDE 1984 - 2001
Skills
Marketing Strategy, Investments, Program Management, Institutional Clients, Cross-functional Team..., White Papers, Mutual Funds, Thought Leadership, Asset Management, Annuities, Asset Managment, Institutional..., Strategy, Asset Allocation, Fixed Annuities, Alternative Investments, Investment Management, Marketing, Management, Fixed Income, Capital Markets, Equities, Portfolio Management, Marketing Communications, Financial Services, Financial Advisory, Wealth Management, Series 7, Business Development, Hedge Funds, Strategic Planning, Marketing Management, CRM, Emerging Markets, Due Diligence, Investment Strategies, Securities, Investment Advisory, Bloomberg, Fund Of Funds, Series 63, Funding
Education
University of Minnesota-Twin Cities 1979 — 1981
MBA, Marketing Management
University of Minnesota-Twin Cities 1973 — 1977
BSB, Accounting
University of Minnesota-Twin Cities 1973 — 1977
BA, Economics
United States Military Academy at West Point 1972 — 1973
Kirk Li Kirk Li's CFA Institute Experience January 2012 - Present
Job Ph.D, Research Scientist at Amazon.com
Industry Research
Experience
Amazon October 2014 - Present
CFA Institute January 2012 - Present
University of Washington August 2012 - Present
University of Washington August 2012 - Present
University of Washington January 2012 - Present
University of Washington March 2014 - May 2015
Amazon June 2013 - September 2013
Webtrends April 2012 - June 2013
University of Washington Chinese Student and Scholar Association May 2011 - May 2012
China Development Bank June 2009 - September 2009
Skills
Statistical Modeling, Data Mining, Network Programming, R, C++, Matlab, SAS/SQL, SAS programming, Time Series Analysis, Statistics, Machine Learning, Algorithms, SAS, Quantitative Analytics, Applied Mathematics, Mathematical Modeling, Monte Carlo Simulation, Predictive Analytics, Bayesian statistics, Econometrics, LaTeX, Logistic Regression, Quantitative Finance, Linear Regression, Eviews, Data Analysis, Predictive Modeling, SPSS, Stata, Experimental Design, Data Visualization, Biostatistics, Optimization, Mathematica, Big Data, Numerical Analysis, Statistical Computing, Statistical Data..., VBA, Minitab, Probability, Survival Analysis, Statistical Software, Text Mining, SAS Programming
Education
University of Washington 2009 — 2015
Ph.D., Statistics
University of Washington 2010 — 2012
Certificate, Computational Finance
Stony Brook University 2006 — 2009
M.S, Applied Math and Statistics
State University of New York at Stony Brook 2006 — 2009
Bachelor of Science, Applied Math Statistics Economics
Amazon October 2014 - Present
CFA Institute January 2012 - Present
University of Washington August 2012 - Present
University of Washington August 2012 - Present
University of Washington January 2012 - Present
University of Washington March 2014 - May 2015
Amazon June 2013 - September 2013
Webtrends April 2012 - June 2013
University of Washington Chinese Student and Scholar Association May 2011 - May 2012
China Development Bank June 2009 - September 2009
Skills
Statistical Modeling, Data Mining, Network Programming, R, C++, Matlab, SAS/SQL, SAS programming, Time Series Analysis, Statistics, Machine Learning, Algorithms, SAS, Quantitative Analytics, Applied Mathematics, Mathematical Modeling, Monte Carlo Simulation, Predictive Analytics, Bayesian statistics, Econometrics, LaTeX, Logistic Regression, Quantitative Finance, Linear Regression, Eviews, Data Analysis, Predictive Modeling, SPSS, Stata, Experimental Design, Data Visualization, Biostatistics, Optimization, Mathematica, Big Data, Numerical Analysis, Statistical Computing, Statistical Data..., VBA, Minitab, Probability, Survival Analysis, Statistical Software, Text Mining, SAS Programming
Education
University of Washington 2009 — 2015
Ph.D., Statistics
University of Washington 2010 — 2012
Certificate, Computational Finance
Stony Brook University 2006 — 2009
M.S, Applied Math and Statistics
State University of New York at Stony Brook 2006 — 2009
Bachelor of Science, Applied Math Statistics Economics
Tim Dooling, CFA Tim Dooling, CFA's CFA Institute Experience June 2011 - December 2011
Job Capital Markets Professional
Industry Capital Markets
Experience
Analytic Firepower March 2010 - Present
CFA Institute June 2011 - December 2011
2010 Torrey Pines Capital Management July 2009 - January 2010
Avalon Capital January 2008 - May 2009
Sempra Commodities July 2007 - February 2008
North Island Partners July 2002 - July 2007
Bricoleur Capital Management February 2000 - January 2001
Robert Fleming & Co., Limited January 1996 - April 2000
Meredith Jones & Co Ltd January 1991 - January 1996
Skills
Equity Valuation, Equity Research, Equity Derivatives, Financial Research, Syndications, Equities
Education
University of San Diego 2005 — 2007
MBA, Accounting
Santa Clara University 1987 — 1991
B.Sc; 2007 MBA, Finance; Accounting
Loyola High School 1983 — 1987
High High
Semester at Sea
Analytic Firepower March 2010 - Present
CFA Institute June 2011 - December 2011
2010 Torrey Pines Capital Management July 2009 - January 2010
Avalon Capital January 2008 - May 2009
Sempra Commodities July 2007 - February 2008
North Island Partners July 2002 - July 2007
Bricoleur Capital Management February 2000 - January 2001
Robert Fleming & Co., Limited January 1996 - April 2000
Meredith Jones & Co Ltd January 1991 - January 1996
Skills
Equity Valuation, Equity Research, Equity Derivatives, Financial Research, Syndications, Equities
Education
University of San Diego 2005 — 2007
MBA, Accounting
Santa Clara University 1987 — 1991
B.Sc; 2007 MBA, Finance; Accounting
Loyola High School 1983 — 1987
High High
Semester at Sea
David H. Craft, CFA® David H. Craft, CFA®'s CFA Institute Experience 2001 - 2015
Job Senior Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank October 1996 - Present
CFA Institute 2001 - 2015
University of Nebraska at Omaha January 2008 - May 2008
Mutual of Omaha April 1992 - October 1996
Hawthorn Suites by Wyndham (formerly Residence Inn by Marriott) December 1988 - April 1992
Ingersoll Rand - Rotary Drill Division 1986 - 1988
Skills
Asset Allocation, Portfolio Management, Wealth Management, Investments, Asset Managment, Investment Management, Strategic Financial..., Estate Planning, Fixed Income, Wealth, High Net Worth..., Bonds, Financial Advisory, Investment Advisory, Credit, Series 7, Investment Strategies, Risk Management, Financial Planning, Asset Management, Financial Analysis, Management, Analysis, Mutual Funds, Banking, Trading, Finance, Financial Services, Alternative Investments, Retirement Planning, Equities, Securities, Leadership, Customer Service, Financial Modeling, Funding, Capital Markets, Sales, Valuation, Strategic Planning, Credit Analysis, Business Development, Relationship Management, Team Building, Loans, Hedge Funds, Mergers & Acquisitions, Strategy, Process Improvement, Financial Risk
Education
University of Nebraska at Omaha 1990 — 1992
Master of Business Administration (M.B.A.), Business, 3.292 (Possible 4.0)
University of Nebraska at Omaha 1988 — 1990
Bachelor of Science in Business Administration (BSBA), Finance & Banking with a secondary specialization in Management Information Systems (MIS), 3.250 (Possible 4.0)
University of North Texas 1987 — 1988
Business
Plano Senior High School 1985 — 1987
High School Diploma, Business
Germantown High School 1983 — 1985
Wells Fargo Private Bank October 1996 - Present
CFA Institute 2001 - 2015
University of Nebraska at Omaha January 2008 - May 2008
Mutual of Omaha April 1992 - October 1996
Hawthorn Suites by Wyndham (formerly Residence Inn by Marriott) December 1988 - April 1992
Ingersoll Rand - Rotary Drill Division 1986 - 1988
Skills
Asset Allocation, Portfolio Management, Wealth Management, Investments, Asset Managment, Investment Management, Strategic Financial..., Estate Planning, Fixed Income, Wealth, High Net Worth..., Bonds, Financial Advisory, Investment Advisory, Credit, Series 7, Investment Strategies, Risk Management, Financial Planning, Asset Management, Financial Analysis, Management, Analysis, Mutual Funds, Banking, Trading, Finance, Financial Services, Alternative Investments, Retirement Planning, Equities, Securities, Leadership, Customer Service, Financial Modeling, Funding, Capital Markets, Sales, Valuation, Strategic Planning, Credit Analysis, Business Development, Relationship Management, Team Building, Loans, Hedge Funds, Mergers & Acquisitions, Strategy, Process Improvement, Financial Risk
Education
University of Nebraska at Omaha 1990 — 1992
Master of Business Administration (M.B.A.), Business, 3.292 (Possible 4.0)
University of Nebraska at Omaha 1988 — 1990
Bachelor of Science in Business Administration (BSBA), Finance & Banking with a secondary specialization in Management Information Systems (MIS), 3.250 (Possible 4.0)
University of North Texas 1987 — 1988
Business
Plano Senior High School 1985 — 1987
High School Diploma, Business
Germantown High School 1983 — 1985
Zachary Meisel Zachary Meisel's CFA Institute Experience June 2012 - June 2015
Job Investment Analyst at Adakin Capital
Industry Financial Services
Experience
Adakin Capital November 2013 - Present
CFA Institute June 2012 - June 2015
Argus Information and Advisory Services July 2011 - July 2013
Steen Associates October 2009 - March 2010
Center for American Progress January 2009 - May 2009
Skills
Microsoft Excel, Valuation, Capital IQ, Statistics, Financial Modeling, Data Analysis, Econometrics, SQL, Economics, Qualitative Research, Market Research, Quantitative Analytics, Corporate Finance, Due Diligence
Education
The London School of Economics and Political Science (LSE) 2009 — 2010
MSc, International Politically Economy
Washington University in St. Louis 2004 — 2008
Bachelors, Economics and Finance
Pine Crest School 2000 — 2004
Adakin Capital November 2013 - Present
CFA Institute June 2012 - June 2015
Argus Information and Advisory Services July 2011 - July 2013
Steen Associates October 2009 - March 2010
Center for American Progress January 2009 - May 2009
Skills
Microsoft Excel, Valuation, Capital IQ, Statistics, Financial Modeling, Data Analysis, Econometrics, SQL, Economics, Qualitative Research, Market Research, Quantitative Analytics, Corporate Finance, Due Diligence
Education
The London School of Economics and Political Science (LSE) 2009 — 2010
MSc, International Politically Economy
Washington University in St. Louis 2004 — 2008
Bachelors, Economics and Finance
Pine Crest School 2000 — 2004
Vincent Fournier, M. Sc., CFA Vincent Fournier, M. Sc., CFA's CFA Institute Experience 2004 - 2011
Job Gestionnaire de portefeuille at Corporation gestion de placements Claret
Industry Investment Management
Experience
Corporation gestion de placements Claret March 2002 - Present
CFA Institute 2004 - 2011
Skills
Investments, Investment Strategies, Fixed Income Strategies, Retirement, Portfolio Management, Asset Managment, Risk Management, Equities, Money Management, Financial Markets, Economics, Behavioral Finance, Corporate Finance, Financial Modeling, Asset Management, Investment Management, Alternative Investments, Asset Allocation, Mutual Funds, Fixed Income, Equity Research, Hedge Funds
Education
CFA Institute
CFA Charter holder, Finance
Université du Québec en Outaouais
Bacc, Administration option finance
Université du Québec à Montréal
M. Sc., Economique
Corporation gestion de placements Claret March 2002 - Present
CFA Institute 2004 - 2011
Skills
Investments, Investment Strategies, Fixed Income Strategies, Retirement, Portfolio Management, Asset Managment, Risk Management, Equities, Money Management, Financial Markets, Economics, Behavioral Finance, Corporate Finance, Financial Modeling, Asset Management, Investment Management, Alternative Investments, Asset Allocation, Mutual Funds, Fixed Income, Equity Research, Hedge Funds
Education
CFA Institute
CFA Charter holder, Finance
Université du Québec en Outaouais
Bacc, Administration option finance
Université du Québec à Montréal
M. Sc., Economique
Kathy Pilgrim, CFA Kathy Pilgrim, CFA's CFA Institute Experience Vice PresidentU.S. Trust CompanyDecember 1994 - April 2005
Job Director, Exam Development at CFA Institute
Industry Financial Services
Experience
CFA Institute Vice PresidentU.S. Trust CompanyDecember 1994 - April 2005
Bank of America September 1982 - December 1994
Skills
Equities, Portfolio Management, Fixed Income, Financial Markets, Strategic Financial..., Derivatives, Securities, Private Equity, Investment Banking, Asset Allocation, Equity Research, Risk Management, Financial Advisory, Valuation, Financial Risk, Asset Management, Alternative Investments, Due Diligence, Trading, Options, Wealth Management, Capital Markets, Finance, Investments, FX Options, Equity Valuation, Financial Modeling, Quantitative Analytics, Economics, Mutual Funds, Credit Risk, Financial Analysis, Hedge Funds, Investment Strategies, Emerging Markets, Investment Management, Series 7, Asset Managment, Structured Finance, Retirement Planning, Strategic Planning, Investment Advisory, Analysis, Mergers & Acquisitions, Bloomberg, Bonds, Banking, Corporate Finance
Education
Southern Methodist University - Cox School of Business 2002 — 2004
CFA Institute Vice PresidentU.S. Trust CompanyDecember 1994 - April 2005
Bank of America September 1982 - December 1994
Skills
Equities, Portfolio Management, Fixed Income, Financial Markets, Strategic Financial..., Derivatives, Securities, Private Equity, Investment Banking, Asset Allocation, Equity Research, Risk Management, Financial Advisory, Valuation, Financial Risk, Asset Management, Alternative Investments, Due Diligence, Trading, Options, Wealth Management, Capital Markets, Finance, Investments, FX Options, Equity Valuation, Financial Modeling, Quantitative Analytics, Economics, Mutual Funds, Credit Risk, Financial Analysis, Hedge Funds, Investment Strategies, Emerging Markets, Investment Management, Series 7, Asset Managment, Structured Finance, Retirement Planning, Strategic Planning, Investment Advisory, Analysis, Mergers & Acquisitions, Bloomberg, Bonds, Banking, Corporate Finance
Education
Southern Methodist University - Cox School of Business 2002 — 2004
John Rogers John Rogers's CFA Institute Experience January 2009 - May 2014
Job Investment Professional, Company Director, Student
Industry Financial Services
Experience
OM Asset Management plc October 2014 - Present
SWM internationnal May 2010 - Present
CFA Institute January 2009 - May 2014
Jade River Management January 2007 - December 2008
INVESCO Institutional Division January 2003 - December 2006
INVESCO, Institutional, North America January 2000 - December 2002
INVESCO Global Asset Management, Atlanta January 1997 - December 1999
INVESCO Asset Management LTD, Japan January 1994 - December 1996
CIGNA Investments, Inc. January 1991 - December 1993
CIGNA Investments, Inc. January 1989 - December 1990
Skills
Equities, Alternative Investments, Investment Strategies, Investments, Investment Management, Portfolio Management, Financial Analysis, Asset Managment, Asset Allocation, Business Strategy, Securities, Strategy, Equity Research, Valuation, Hedge Funds, Asset Management, Financial Modeling, Fixed Income, Capital Markets, Finance, Investment Advisory, Leadership, Private Equity, Mutual Funds, Derivatives, Management
Education
Stanford University
Master's degree, East Asian Studies
Yale University
Bachelor of Arts (B.A.), History
OM Asset Management plc October 2014 - Present
SWM internationnal May 2010 - Present
CFA Institute January 2009 - May 2014
Jade River Management January 2007 - December 2008
INVESCO Institutional Division January 2003 - December 2006
INVESCO, Institutional, North America January 2000 - December 2002
INVESCO Global Asset Management, Atlanta January 1997 - December 1999
INVESCO Asset Management LTD, Japan January 1994 - December 1996
CIGNA Investments, Inc. January 1991 - December 1993
CIGNA Investments, Inc. January 1989 - December 1990
Skills
Equities, Alternative Investments, Investment Strategies, Investments, Investment Management, Portfolio Management, Financial Analysis, Asset Managment, Asset Allocation, Business Strategy, Securities, Strategy, Equity Research, Valuation, Hedge Funds, Asset Management, Financial Modeling, Fixed Income, Capital Markets, Finance, Investment Advisory, Leadership, Private Equity, Mutual Funds, Derivatives, Management
Education
Stanford University
Master's degree, East Asian Studies
Yale University
Bachelor of Arts (B.A.), History
JaZahn Clevenger's CFA Institute Experience May 2006 - July 2006
Job Sr. Software Engineer at Harvard University
Industry Higher Education
Experience
Harvard University Teaching FellowHarvard UniversityJanuary 2013 - Present
Harvard University January 2008 - Present
Market Precision September 2006 - December 2007
CFA Institute May 2006 - July 2006
ScholarOne May 2005 - May 2006
LexisNexis January 2004 - May 2005
Rutgers University 2000 - 2003
Skills
Perl, jQuery, JavaScript, PHP, MySQL, Python, Software Development, Open Source, CSS, Web Applications, Web Development, Agile Methodologies, HTML, Scrum, Git, SQL, Linux, Oracle, Unit Testing, Databases, Django, Github, CakePHP, XML, Apache, Java, LDAP, Accessibility, Software Engineering, Unix, OS X, Yii, Security, SDLC, AngularJS, Node.js
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2004
BS, Computer Science
Harvard University Teaching FellowHarvard UniversityJanuary 2013 - Present
Harvard University January 2008 - Present
Market Precision September 2006 - December 2007
CFA Institute May 2006 - July 2006
ScholarOne May 2005 - May 2006
LexisNexis January 2004 - May 2005
Rutgers University 2000 - 2003
Skills
Perl, jQuery, JavaScript, PHP, MySQL, Python, Software Development, Open Source, CSS, Web Applications, Web Development, Agile Methodologies, HTML, Scrum, Git, SQL, Linux, Oracle, Unit Testing, Databases, Django, Github, CakePHP, XML, Apache, Java, LDAP, Accessibility, Software Engineering, Unix, OS X, Yii, Security, SDLC, AngularJS, Node.js
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2004
BS, Computer Science
Leigh Terhaar Leigh Terhaar's CFA Institute Experience June 2010 - August 2010
Job Investment Analyst at University of Michigan
Industry Investment Management
Experience
University of Michigan May 2015 - Present
Accenture December 2014 - April 2015
Accenture September 2012 - November 2014
Accenture May 2011 - August 2011
CFA Institute June 2010 - August 2010
Skills
Microsoft Excel, Spanish, Corporate Communications, Management Consulting, Data Analysis, Microsoft Office, PowerPoint, Research, Microsoft Word, Training, Project Management, Business Analysis, Strategy, Analysis, Business Strategy, Financial Analysis
Education
Rice University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Psychology, Hispanic Studies, 3.81
University of Michigan May 2015 - Present
Accenture December 2014 - April 2015
Accenture September 2012 - November 2014
Accenture May 2011 - August 2011
CFA Institute June 2010 - August 2010
Skills
Microsoft Excel, Spanish, Corporate Communications, Management Consulting, Data Analysis, Microsoft Office, PowerPoint, Research, Microsoft Word, Training, Project Management, Business Analysis, Strategy, Analysis, Business Strategy, Financial Analysis
Education
Rice University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Psychology, Hispanic Studies, 3.81
Wanda McClenahan, CAE's CFA Institute Experience March 2003 - Present
Job Director, University Relations Outreach at CFA Institute
Industry Financial Services
Experience
CFA Institute March 2003 - Present
University of Virginia January 1994 - March 2003
Education
State University of New York Empire State College 2001 — 2005
BS, Business, Management and Economics; concentration in Business Administration
CFA Institute March 2003 - Present
University of Virginia January 1994 - March 2003
Education
State University of New York Empire State College 2001 — 2005
BS, Business, Management and Economics; concentration in Business Administration
Tom Robinson, CFA, CAIA, CFP®, CPA Tom Robinson, CFA, CAIA, CFP®, CPA's CFA Institute Experience January 2007 - January 2015
Job President and Chief Executive Officer (CEO) Effective May 2015 at AACSB International (Co CEO March/April)
Industry Education Management
Experience
AACSB International May 2015 - Present
AACSB International March 2015 - April 2015
CFA Institute January 2007 - January 2015
University of Miami August 1992 - December 2006
TR Robinson & Associates, LLC and former sole proprietorship August 1992 - December 2006
Case Western Reserve University September 1989 - August 1992
Pritchett, Dlusky & Saxe, CPAs March 1987 - August 1989
Ohio State University September 1985 - August 1987
Deloitte & Touche, CPAs September 1982 - March 1987
Skills
Private Wealth..., Investment Management, Financial Analysis, Higher Education..., Valuation, Financial Statement..., Executive Education, Investments, Portfolio Management, Financial Modeling, Economics, Corporate Finance, Strategic Financial..., Equities, Asset Allocation, Equity Research, Finance, Wealth Management..., Wealth, Alternative Investments, Wealth Management, Accounting, Strategic Planning, Higher Education, Investment Advisory, Tax, Leadership, Hedge Funds, Start-ups, Asset Management, Business Valuation, Equity Valuation, Financial Advisory, Investment Strategies, Financial Planners, Mutual Funds, Options, University Teaching, Risk Management, Derivatives, Due Diligence, Financial Services, Financial Markets, Capital Markets, Auditing, Securities, Fixed Income, Private Equity, Financial Risk, Emerging Markets
Education
Center for Creative Leadership 2012 — 2012
Leadership at the Peak, Organizational Leadership
University of Miami - School of Business 1992 — 2006
Faculty member, Accounting
Weatherhead School of Management at Case Western Reserve University 1989 — 1993
PHD, Accounting/Finance
Weatherhead School of Management at Case Western Reserve University 1980 — 1983
MAcc, Accounting
University of Pennsylvania 1976 — 1980
BA, Economics
McArthur High 1972 — 1978
AACSB International May 2015 - Present
AACSB International March 2015 - April 2015
CFA Institute January 2007 - January 2015
University of Miami August 1992 - December 2006
TR Robinson & Associates, LLC and former sole proprietorship August 1992 - December 2006
Case Western Reserve University September 1989 - August 1992
Pritchett, Dlusky & Saxe, CPAs March 1987 - August 1989
Ohio State University September 1985 - August 1987
Deloitte & Touche, CPAs September 1982 - March 1987
Skills
Private Wealth..., Investment Management, Financial Analysis, Higher Education..., Valuation, Financial Statement..., Executive Education, Investments, Portfolio Management, Financial Modeling, Economics, Corporate Finance, Strategic Financial..., Equities, Asset Allocation, Equity Research, Finance, Wealth Management..., Wealth, Alternative Investments, Wealth Management, Accounting, Strategic Planning, Higher Education, Investment Advisory, Tax, Leadership, Hedge Funds, Start-ups, Asset Management, Business Valuation, Equity Valuation, Financial Advisory, Investment Strategies, Financial Planners, Mutual Funds, Options, University Teaching, Risk Management, Derivatives, Due Diligence, Financial Services, Financial Markets, Capital Markets, Auditing, Securities, Fixed Income, Private Equity, Financial Risk, Emerging Markets
Education
Center for Creative Leadership 2012 — 2012
Leadership at the Peak, Organizational Leadership
University of Miami - School of Business 1992 — 2006
Faculty member, Accounting
Weatherhead School of Management at Case Western Reserve University 1989 — 1993
PHD, Accounting/Finance
Weatherhead School of Management at Case Western Reserve University 1980 — 1983
MAcc, Accounting
University of Pennsylvania 1976 — 1980
BA, Economics
McArthur High 1972 — 1978
Juan Guerra, MBA MHR's CFA Institute Experience July 2011 - May 2012
Job Director, Global Human Resources Operations at TOMS
Industry Apparel & Fashion
Experience
TOMS June 2014 - Present
Reiter Affiliated Companies May 2012 - June 2014
CFA Institute July 2011 - May 2012
Aon Hewitt July 2010 - July 2011
Hewitt Associates August 2006 - July 2010
Hewitt Associates December 2002 - August 2006
Skills
Employee Benefits, Compensation, Human Capital Management, Job Evaluation, HRIS, Project Management, Compensation Plan Design, Defined Benefit, Healthcare Management, Incentive Programs, Executive Pay, Benefit Plan..., Deferred Compensation, Talent Acquisition, HR Consulting, Compensation & Benefit, Performance Management, Strategy, Expatriate Management, Talent Management, Strategic Planning, HR Transformation, Benefits Administration, Payroll, Leadership, Salary, Management, Policy, Employee Engagement, PeopleSoft, Human Resources, COBRA, Compensation, Compensation Structures, Personnel Management
Education
Rollins College 2006 — 2008
Master's degree, Human Resources
University of Louisiana at Monroe 2001 — 2002
Master of Business Administration (MBA), Business Administration
University of Louisiana at Monroe 1997 — 2000
BBA, Finance
University of Louisiana at Monroe 1997 — 2000
BBA, Economics
TOMS June 2014 - Present
Reiter Affiliated Companies May 2012 - June 2014
CFA Institute July 2011 - May 2012
Aon Hewitt July 2010 - July 2011
Hewitt Associates August 2006 - July 2010
Hewitt Associates December 2002 - August 2006
Skills
Employee Benefits, Compensation, Human Capital Management, Job Evaluation, HRIS, Project Management, Compensation Plan Design, Defined Benefit, Healthcare Management, Incentive Programs, Executive Pay, Benefit Plan..., Deferred Compensation, Talent Acquisition, HR Consulting, Compensation & Benefit, Performance Management, Strategy, Expatriate Management, Talent Management, Strategic Planning, HR Transformation, Benefits Administration, Payroll, Leadership, Salary, Management, Policy, Employee Engagement, PeopleSoft, Human Resources, COBRA, Compensation, Compensation Structures, Personnel Management
Education
Rollins College 2006 — 2008
Master's degree, Human Resources
University of Louisiana at Monroe 2001 — 2002
Master of Business Administration (MBA), Business Administration
University of Louisiana at Monroe 1997 — 2000
BBA, Finance
University of Louisiana at Monroe 1997 — 2000
BBA, Economics
Leslie Vandegrift Leslie Vandegrift's CFA Institute Experience February 2010 - Present
Job Research Associate at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. July 2015 - Present
CFA Institute February 2010 - Present
Raymond James Financial, Inc. November 2014 - July 2015
Robinson Tiger Rock Academy August 2012 - November 2014
Tennessee State Department of the Treasury December 2013 - October 2014
American Red Cross February 2010 - October 2014
Nashville Area Schools March 2009 - October 2014
Leslie's Private Business Consulting May 2011 - July 2014
Fleet St Pub November 2011 - August 2013
Robert Half International April 2010 - August 2011
Skills
Economics, Accounting, Finance, Research, Microsoft Office, Financial Analysis, Event Planning, Microsoft Excel, Financial Modeling, Fundraising, Customer Service, PowerPoint, Marketing, International Relations, Analysis, Non-profits, Microsoft Word, Management, Training, Data Analysis
Education
Richmond, The American International University in London 2005 — 2008
BA, International Business
Richmond, The American International University in London 2005 — 2008
British 2:1 Hons, International Business
Franklin High School 2001 — 2005
International Baccalaureate High School Diploma
Raymond James Financial, Inc. July 2015 - Present
CFA Institute February 2010 - Present
Raymond James Financial, Inc. November 2014 - July 2015
Robinson Tiger Rock Academy August 2012 - November 2014
Tennessee State Department of the Treasury December 2013 - October 2014
American Red Cross February 2010 - October 2014
Nashville Area Schools March 2009 - October 2014
Leslie's Private Business Consulting May 2011 - July 2014
Fleet St Pub November 2011 - August 2013
Robert Half International April 2010 - August 2011
Skills
Economics, Accounting, Finance, Research, Microsoft Office, Financial Analysis, Event Planning, Microsoft Excel, Financial Modeling, Fundraising, Customer Service, PowerPoint, Marketing, International Relations, Analysis, Non-profits, Microsoft Word, Management, Training, Data Analysis
Education
Richmond, The American International University in London 2005 — 2008
BA, International Business
Richmond, The American International University in London 2005 — 2008
British 2:1 Hons, International Business
Franklin High School 2001 — 2005
International Baccalaureate High School Diploma
Santhosh Ramalingam Santhosh Ramalingam's CFA Institute Experience April 2009 - June 2009
Job Oracle BI Developer at SunGard Data Systems Inc.
Industry Computer Software
Experience
SunGard Data Systems Inc. December 2010 - Present
MEDai April 2010 - November 2010
Verizon December 2009 - April 2010
AAR Corp July 2009 - November 2009
CFA Institute April 2009 - June 2009
Blue Cross Blue Shield September 2008 - March 2009
Bowker April 2008 - August 2008
Agilent Technologies August 2007 - March 2008
Skills
Data Warehousing, Business Intelligence, Data Modeling, Databases, Oracle, PL/SQL, SDLC, Microsoft SQL Server, Requirements Analysis, Informatica, SQL, Requirements Gathering, OBIEE
Education
Southern Illinois University, Carbondale
Masters, Computer Science
University of Madras
Bachelor, Information Technology
SunGard Data Systems Inc. December 2010 - Present
MEDai April 2010 - November 2010
Verizon December 2009 - April 2010
AAR Corp July 2009 - November 2009
CFA Institute April 2009 - June 2009
Blue Cross Blue Shield September 2008 - March 2009
Bowker April 2008 - August 2008
Agilent Technologies August 2007 - March 2008
Skills
Data Warehousing, Business Intelligence, Data Modeling, Databases, Oracle, PL/SQL, SDLC, Microsoft SQL Server, Requirements Analysis, Informatica, SQL, Requirements Gathering, OBIEE
Education
Southern Illinois University, Carbondale
Masters, Computer Science
University of Madras
Bachelor, Information Technology
Chip Deale, FASAE, CAE's CFA Institute Experience July 1999 - November 2012
Job Executive Director at National Press Photographers Association
Industry Nonprofit Organization Management
Experience
National Press Photographers Association January 2014 - Present
CFA Institute July 1999 - November 2012
National Concrete Masonry Association March 1996 - June 1999
NATSO, Inc. November 1988 - January 1995
Society of Independent Gasoline Marketers of America July 1987 - October 1988
Wine & Spirits Wholesalers of America January 1982 - June 1987
American Staffing Association January 1977 - December 1981
Skills
Public Speaking, Meeting Planning, Strategic Planning, Association Management, Non-profits, Certified Association..., Marketing Communications, Budgets, Volunteer Management, Leadership Development, Media Relations, Fundraising, Public Relations, Strategic Communications, Program Management, Leadership, Sales, Project Planning, Strategy, Nonprofits, Social Media, Management, Event Planning, Advertising, Marketing Strategy, Marketing, Event Management, Organizational..., Recruiting, Training, Program Development, Start-ups, Team Building, Community Outreach, Editing, Social Networking, Proposal Writing, Grant Writing, Social Media Marketing, Time Management, Publications, Corporate Communications, Press Releases, International Relations, Public Policy, Research, Newsletters, Blogging, Management Consulting, Entrepreneurship
Education
The George Washington University 1972 — 1976
B.A., Journalism
National Press Photographers Association January 2014 - Present
CFA Institute July 1999 - November 2012
National Concrete Masonry Association March 1996 - June 1999
NATSO, Inc. November 1988 - January 1995
Society of Independent Gasoline Marketers of America July 1987 - October 1988
Wine & Spirits Wholesalers of America January 1982 - June 1987
American Staffing Association January 1977 - December 1981
Skills
Public Speaking, Meeting Planning, Strategic Planning, Association Management, Non-profits, Certified Association..., Marketing Communications, Budgets, Volunteer Management, Leadership Development, Media Relations, Fundraising, Public Relations, Strategic Communications, Program Management, Leadership, Sales, Project Planning, Strategy, Nonprofits, Social Media, Management, Event Planning, Advertising, Marketing Strategy, Marketing, Event Management, Organizational..., Recruiting, Training, Program Development, Start-ups, Team Building, Community Outreach, Editing, Social Networking, Proposal Writing, Grant Writing, Social Media Marketing, Time Management, Publications, Corporate Communications, Press Releases, International Relations, Public Policy, Research, Newsletters, Blogging, Management Consulting, Entrepreneurship
Education
The George Washington University 1972 — 1976
B.A., Journalism
Jason Bell, CFA Jason Bell, CFA's CFA Institute Experience 2009 - 2013
Job SVP, Senior Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank 2007 - Present
Sacramento Business Review 2009 - 2015
CFA Institute 2009 - 2013
Legacy Capital Management 1999 - 2007
Skills
Portfolio Management, Investments, Asset Allocation, Equities, Investment Strategies, Asset Management, Alternative Investments, Financial Analysis, Risk Management, Management
Education
University of California, Davis - Graduate School of Management 1997 — 2000
MBA
University of the Pacific - Eberhardt School of Business 1988 — 1992
B.S.
Wells Fargo Private Bank 2007 - Present
Sacramento Business Review 2009 - 2015
CFA Institute 2009 - 2013
Legacy Capital Management 1999 - 2007
Skills
Portfolio Management, Investments, Asset Allocation, Equities, Investment Strategies, Asset Management, Alternative Investments, Financial Analysis, Risk Management, Management
Education
University of California, Davis - Graduate School of Management 1997 — 2000
MBA
University of the Pacific - Eberhardt School of Business 1988 — 1992
B.S.
William Trent, CFA, CAIA William Trent, CFA, CAIA's CFA Institute Experience September 2008 - Present
Job Equity Analyst Turned Assessment Professional
Industry Investment Management
Experience
CFA Institute September 2008 - Present
Counsel of Trent, LLC March 2006 - September 2008
TheStreet.com 2007 - 2008
New Amsterdam Partners March 2003 - March 2006
State of New Jersey Division of Investment October 1999 - March 2003
JWGenesis Securities February 1997 - August 1999
Skills
Financial Statement..., Investments, Portfolio Management, Asset Managment, Equities, Valuation, Financial Modeling, Hedge Funds, Equity Research, Investment Strategies, Alternative Investments, Financial Analysis, Distributed Team..., Corporate Development, Capital Markets, Due Diligence, Fixed Income, Financial Markets, Asset Management, Investment Management, Corporate Finance, Asset Allocation, Emerging Markets, Economics, Derivatives, Investment Banking, Bloomberg, Finance, Private Equity, Risk Management, Securities, Equity Valuation, Partnership Mindset, Leadership Courage, Leadership, Servant Leadership, Testing, Online Publishing
Education
University of Miami - School of Business 1994 — 1996
Master of Business Administration (MBA)
University of Miami 1988 — 1993
AB
CFA Institute September 2008 - Present
Counsel of Trent, LLC March 2006 - September 2008
TheStreet.com 2007 - 2008
New Amsterdam Partners March 2003 - March 2006
State of New Jersey Division of Investment October 1999 - March 2003
JWGenesis Securities February 1997 - August 1999
Skills
Financial Statement..., Investments, Portfolio Management, Asset Managment, Equities, Valuation, Financial Modeling, Hedge Funds, Equity Research, Investment Strategies, Alternative Investments, Financial Analysis, Distributed Team..., Corporate Development, Capital Markets, Due Diligence, Fixed Income, Financial Markets, Asset Management, Investment Management, Corporate Finance, Asset Allocation, Emerging Markets, Economics, Derivatives, Investment Banking, Bloomberg, Finance, Private Equity, Risk Management, Securities, Equity Valuation, Partnership Mindset, Leadership Courage, Leadership, Servant Leadership, Testing, Online Publishing
Education
University of Miami - School of Business 1994 — 1996
Master of Business Administration (MBA)
University of Miami 1988 — 1993
AB
Stephen Horan, Ph.D., CFA, CIPM Stephen Horan, Ph.D., CFA, CIPM's CFA Institute Experience June 2015 - Present
Job Managing Director, Credentialing at CFA Institute
Industry Financial Services
Experience
CFA Institute June 2015 - Present
CFA Institute April 2013 - June 2015
CFA Institute February 2011 - April 2013
CFA Institute January 2007 - May 2011
Private Practice February 1999 - June 2007
Alesco Advisors, LLC May 2005 - December 2006
St. Bonaventure University August 1996 - December 2006
Manning & Napier Advisors 1990 - 1992
Skills
Portfolio Management, Retirement Planning, Equity Valuation, Investments, Securities, Derivatives, Equities, Asset Management, Wealth Management, Financial Planning, Mutual Funds, Asset Allocation, Valuation, Investment Advisory, Retirement, Wealth, IRA's, Financial Advice, Risk Management, Financial Markets, Investment Management, Alternative Investments, Quantitative Analytics, Financial Modeling, Financial Advisory, Finance, Quantitative Finance, Financial Risk, Hedge Funds, Fixed Income, Economics, Asset Managment, Financial Analysis, Strategic Financial..., Investment Banking, IRAs, Corporate Finance, Investment Strategies, Options, Private Equity, Emerging Markets, Financial Services, Hedging, Bloomberg, Business Valuation, Wealth Management..., Bonds, Equity Research, Trading
Education
State University of New York at Buffalo - School of Management 1992 — 1996
Ph.D., Finance and Economics
Saint Bonaventure University 1985 — 1989
BBA, Finance and Math
CFA Institute June 2015 - Present
CFA Institute April 2013 - June 2015
CFA Institute February 2011 - April 2013
CFA Institute January 2007 - May 2011
Private Practice February 1999 - June 2007
Alesco Advisors, LLC May 2005 - December 2006
St. Bonaventure University August 1996 - December 2006
Manning & Napier Advisors 1990 - 1992
Skills
Portfolio Management, Retirement Planning, Equity Valuation, Investments, Securities, Derivatives, Equities, Asset Management, Wealth Management, Financial Planning, Mutual Funds, Asset Allocation, Valuation, Investment Advisory, Retirement, Wealth, IRA's, Financial Advice, Risk Management, Financial Markets, Investment Management, Alternative Investments, Quantitative Analytics, Financial Modeling, Financial Advisory, Finance, Quantitative Finance, Financial Risk, Hedge Funds, Fixed Income, Economics, Asset Managment, Financial Analysis, Strategic Financial..., Investment Banking, IRAs, Corporate Finance, Investment Strategies, Options, Private Equity, Emerging Markets, Financial Services, Hedging, Bloomberg, Business Valuation, Wealth Management..., Bonds, Equity Research, Trading
Education
State University of New York at Buffalo - School of Management 1992 — 1996
Ph.D., Finance and Economics
Saint Bonaventure University 1985 — 1989
BBA, Finance and Math
Leah R. Bennett, CFA, CIC's CFA Institute Experience August 2012 - Present
Job Co Chief Investment Officer at South Texas Money Management
Industry Investment Management
Experience
South Texas Money Management July 2013 - Present
CFA Institute August 2012 - Present
King Investment Advisors, Inc. August 1995 - July 2013
American Funds June 1992 - August 1995
Education
Texas A&M University 1987 — 1991
BS, Economics
South Texas Money Management July 2013 - Present
CFA Institute August 2012 - Present
King Investment Advisors, Inc. August 1995 - July 2013
American Funds June 1992 - August 1995
Education
Texas A&M University 1987 — 1991
BS, Economics
Kevin Chiappetta, CFA Kevin Chiappetta, CFA's CFA Institute Experience June 2003 - Present
Job Volunteer at CFA Institute
Industry Investment Management
Experience
FIMAC Solutions March 2015 - Present
CFA Institute June 2003 - Present
Balance Sheet Solutions, LLC June 2011 - February 2014
Balance Sheet Solutions, LLC 2004 - 2011
RW Baird 2002 - 2004
Wisconsin Corporate Central Credit Union 1996 - 2002
Skills
ALM, Series 7, Fixed Income, Portfolio Management, Investments, Credit Unions, Financial Institutions, Risk Management, Financial Modeling, Hedge Funds, Asset Management, Asset Allocation, Derivatives, Credit, Cash Management
Education
St. Norbert College 1981 — 1985
Bachelor of Business Administration (BBA), Accounting
FIMAC Solutions March 2015 - Present
CFA Institute June 2003 - Present
Balance Sheet Solutions, LLC June 2011 - February 2014
Balance Sheet Solutions, LLC 2004 - 2011
RW Baird 2002 - 2004
Wisconsin Corporate Central Credit Union 1996 - 2002
Skills
ALM, Series 7, Fixed Income, Portfolio Management, Investments, Credit Unions, Financial Institutions, Risk Management, Financial Modeling, Hedge Funds, Asset Management, Asset Allocation, Derivatives, Credit, Cash Management
Education
St. Norbert College 1981 — 1985
Bachelor of Business Administration (BBA), Accounting
Dorothy Kelly, CFA Dorothy Kelly, CFA's CFA Institute Experience February 2010 - July 2015
Job Financial Services Professional
Industry Financial Services
Experience
Peripatos Group, LLC July 2015 - Present
University of Virginia McIntire School of Commerce August 2015 - Present
CFA Institute February 2010 - July 2015
Deucalion, LLC February 1995 - February 2010
CFA Institute February 1993 - January 1995
Columbia Capital May 1992 - January 1993
T. Rowe Price Associates June 1986 - January 1990
Skills
Strategy, Leadership, Investment Management, Ethics, Investments, Competitive Analysis, Research, Training, Valuation, Asset Allocation, Equities, New Business Development, Economics, Community Outreach, Market Research, Securities, Management, Equity Research, Capital Markets, Portfolio Management, Financial Modeling, Strategic Planning, Financial Analysis, Business Ethics, Finance, Professional Ethics, Asset Management, Risk Management, Investment Advisory, Financial Markets, Financial Advisory, Wealth Management, Mergers & Acquisitions, Due Diligence, Corporate Finance, Mutual Funds, Venture Capital, Strategic Financial..., Emerging Markets, Alternative Investments, Wealth Management..., Investment Strategies
Education
University of Virginia - Darden Graduate School of Business Administration 1990 — 1992
MBA
The Johns Hopkins University 1979 — 1983
Bachelor's degree, Humanities/Humanistic Studies
Peripatos Group, LLC July 2015 - Present
University of Virginia McIntire School of Commerce August 2015 - Present
CFA Institute February 2010 - July 2015
Deucalion, LLC February 1995 - February 2010
CFA Institute February 1993 - January 1995
Columbia Capital May 1992 - January 1993
T. Rowe Price Associates June 1986 - January 1990
Skills
Strategy, Leadership, Investment Management, Ethics, Investments, Competitive Analysis, Research, Training, Valuation, Asset Allocation, Equities, New Business Development, Economics, Community Outreach, Market Research, Securities, Management, Equity Research, Capital Markets, Portfolio Management, Financial Modeling, Strategic Planning, Financial Analysis, Business Ethics, Finance, Professional Ethics, Asset Management, Risk Management, Investment Advisory, Financial Markets, Financial Advisory, Wealth Management, Mergers & Acquisitions, Due Diligence, Corporate Finance, Mutual Funds, Venture Capital, Strategic Financial..., Emerging Markets, Alternative Investments, Wealth Management..., Investment Strategies
Education
University of Virginia - Darden Graduate School of Business Administration 1990 — 1992
MBA
The Johns Hopkins University 1979 — 1983
Bachelor's degree, Humanities/Humanistic Studies
Yijiao Shi Yijiao Shi's CFA Institute Experience September 2014 - Present
Job Loan Accounting Analyst at World Business Lenders, LLC
Industry Financial Services
Experience
CFA Institute September 2014 - Present
World Business Lenders, LLC May 2014 - Present
Assured Guaranty June 2013 - December 2013
Pace University September 2011 - December 2013
Wall Street Trading, LLC. March 2013 - May 2013
Johnson Controls(China) February 2011 - May 2011
Agricultural Bank of China, Sub-branch, Hongkou, Shanghai, China July 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Office, Accounting, Data Analysis, Teamwork, Research, Public Speaking, Negotiation
Education
Pace University 2011 — 2013
Master of Science (MS), Finance and Financial Management Services
Shanghai Institute of Foreign Trade 2007 — 2011
BS of Science, Financial Management
CFA Institute September 2014 - Present
World Business Lenders, LLC May 2014 - Present
Assured Guaranty June 2013 - December 2013
Pace University September 2011 - December 2013
Wall Street Trading, LLC. March 2013 - May 2013
Johnson Controls(China) February 2011 - May 2011
Agricultural Bank of China, Sub-branch, Hongkou, Shanghai, China July 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Office, Accounting, Data Analysis, Teamwork, Research, Public Speaking, Negotiation
Education
Pace University 2011 — 2013
Master of Science (MS), Finance and Financial Management Services
Shanghai Institute of Foreign Trade 2007 — 2011
BS of Science, Financial Management
Mark Kelliher, CFA Mark Kelliher, CFA's CFA Institute Experience 2000 - Present
Job Senior Research Analyst at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. 2014 - Present
SCL Health 2010 - Present
CFA Institute 2000 - Present
Midwest Pension Council 2010 - 2014
Deluxe Corporation 2006 - 2014
Nicollet Investment Management 2002 - 2006
U.S. Bank 1997 - 2002
Skills
Portfolio Management, Asset Managment, Investments, Investment Strategies, Equities, Valuation, Alternative Investments, Risk Management, Investor Relations, Fixed Income, Financial Analysis, Investment Management, Asset Allocation, Asset Management, Financial Services
Education
University of Minnesota-Twin Cities
BS
University of Saint Thomas
MBA
Ameriprise Financial Services, Inc. 2014 - Present
SCL Health 2010 - Present
CFA Institute 2000 - Present
Midwest Pension Council 2010 - 2014
Deluxe Corporation 2006 - 2014
Nicollet Investment Management 2002 - 2006
U.S. Bank 1997 - 2002
Skills
Portfolio Management, Asset Managment, Investments, Investment Strategies, Equities, Valuation, Alternative Investments, Risk Management, Investor Relations, Fixed Income, Financial Analysis, Investment Management, Asset Allocation, Asset Management, Financial Services
Education
University of Minnesota-Twin Cities
BS
University of Saint Thomas
MBA
Donald Tuttle, CFA Donald Tuttle, CFA's CFA Institute Experience September 1993 - January 2000
Job Senior Advisor and Director of CastlePoint Investment Group, LLC
Industry Investment Management
Experience
CastlePoint Investment Group, LLC August 2005 - Present
CFA Institute September 1993 - January 2000
Indiana University January 1968 - January 1994
Education
University of Florida
MBA, BSBA, Business, Finance
University of North Carolina at Chapel Hill
PhD, Finance
CastlePoint Investment Group, LLC August 2005 - Present
CFA Institute September 1993 - January 2000
Indiana University January 1968 - January 1994
Education
University of Florida
MBA, BSBA, Business, Finance
University of North Carolina at Chapel Hill
PhD, Finance
Tim Harvey, CFA, CPA Tim Harvey, CFA, CPA's CFA Institute Experience 2000 - Present
Job Harvey Financial Management Co., LLC
Industry Financial Services
Experience
Harvey Financial Management Co., LLC 1999 - Present
Montana State University August 2014 - Present
CFA Institute 2000 - Present
CoBank 1998 - 1999
Office of the Comptroller of the Currency 1989 - 1998
United States Army Reserve June 1982 - August 1994
Skills
Institutional..., Financial Analysis, Financial simulation..., Asset/Liability..., Risk Management, Interest Rate Risk..., Derivatives, Impairment analysis, Credit analysis, Independent validations, Independent audits, Independent loan review, Capital Markets, Fixed Income, Finance, Credit Analysis, Trading, Loans, Analysis
Education
University of Colorado at Boulder - Leeds School of Business
Bachelor's Degree, Finance
Univerity of Colorado, Denver
Master of Science (MS), Accounting
Harvey Financial Management Co., LLC 1999 - Present
Montana State University August 2014 - Present
CFA Institute 2000 - Present
CoBank 1998 - 1999
Office of the Comptroller of the Currency 1989 - 1998
United States Army Reserve June 1982 - August 1994
Skills
Institutional..., Financial Analysis, Financial simulation..., Asset/Liability..., Risk Management, Interest Rate Risk..., Derivatives, Impairment analysis, Credit analysis, Independent validations, Independent audits, Independent loan review, Capital Markets, Fixed Income, Finance, Credit Analysis, Trading, Loans, Analysis
Education
University of Colorado at Boulder - Leeds School of Business
Bachelor's Degree, Finance
Univerity of Colorado, Denver
Master of Science (MS), Accounting
Mary K. Brown, CMP Mary K. Brown, CMP's CFA Institute Experience November 2007 - March 2011
Job Seasoned hospitality professional with 20 years of experience in the industry as both a supplier & association planner.
Industry Hospitality
Experience
Richmond Region Tourism April 2011 - Present
CFA Institute November 2007 - March 2011
Richmond Metropolitan Convention & Visitors Bureau September 1998 - November 2007
Supreme Court of Virginia October 1997 - September 1998
Virginia Poverty Law Center May 1994 - September 1997
US Peace Corps/Thailand February 1991 - June 1993
Skills
Social Media Marketing, Event Planning, Event Management, Hospitality Industry, Training, Trade Shows, Community Development, Budgets, Lead Generation, Sales, Marketing Strategy, Hotels, Hospitality, Project Planning, Marketing, Contract Negotiation, Leadership, Tourism, Strategic Planning, Management, Meeting Planning, Administration, Email Marketing, Advertising
Education
Virginia Commonwealth University - School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Spelman College 1986 — 1990
BA, Psychology, Sociology
Richmond Region Tourism April 2011 - Present
CFA Institute November 2007 - March 2011
Richmond Metropolitan Convention & Visitors Bureau September 1998 - November 2007
Supreme Court of Virginia October 1997 - September 1998
Virginia Poverty Law Center May 1994 - September 1997
US Peace Corps/Thailand February 1991 - June 1993
Skills
Social Media Marketing, Event Planning, Event Management, Hospitality Industry, Training, Trade Shows, Community Development, Budgets, Lead Generation, Sales, Marketing Strategy, Hotels, Hospitality, Project Planning, Marketing, Contract Negotiation, Leadership, Tourism, Strategic Planning, Management, Meeting Planning, Administration, Email Marketing, Advertising
Education
Virginia Commonwealth University - School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Spelman College 1986 — 1990
BA, Psychology, Sociology
Andrew Roche, Passed all 3 CFA Exams Andrew Roche, Passed all 3 CFA Exams's CFA Institute Experience August 2015 - Present
Job Senior Director Global Technology Risk Governance at Visa
Industry Management Consulting
Experience
Visa October 2014 - Present
CFA Institute August 2015 - Present
Visa June 2013 - October 2014
Visa March 2013 - June 2013
Visa August 2012 - March 2013
Booz Allen Hamilton June 2008 - August 2012
Intel May 2007 - August 2007
Lockheed Martin Space Systems Company July 2004 - August 2006
Wells Fargo Bank February 2003 - July 2004
GFI Group September 2001 - February 2003
Skills
Financial Analysis, Process Improvement, Strategic Planning, Business Analysis, Risk Analysis, Financial Modeling, M&A analysis, Executive Reporting, Finance, Equity Valuation, Analysis, Leadership, Program Management, Risk Management, Start-ups, Cross-functional Team..., Mergers & Acquisitions, Strategy, Business Process...
Education
University of Notre Dame - Mendoza College of Business
MBA, Finance
Rutgers University-New Brunswick
BA, Economics, Political Science
Visa October 2014 - Present
CFA Institute August 2015 - Present
Visa June 2013 - October 2014
Visa March 2013 - June 2013
Visa August 2012 - March 2013
Booz Allen Hamilton June 2008 - August 2012
Intel May 2007 - August 2007
Lockheed Martin Space Systems Company July 2004 - August 2006
Wells Fargo Bank February 2003 - July 2004
GFI Group September 2001 - February 2003
Skills
Financial Analysis, Process Improvement, Strategic Planning, Business Analysis, Risk Analysis, Financial Modeling, M&A analysis, Executive Reporting, Finance, Equity Valuation, Analysis, Leadership, Program Management, Risk Management, Start-ups, Cross-functional Team..., Mergers & Acquisitions, Strategy, Business Process...
Education
University of Notre Dame - Mendoza College of Business
MBA, Finance
Rutgers University-New Brunswick
BA, Economics, Political Science
Eva, Yi Fai Hui Eva, Yi Fai Hui's CFA Institute Experience November 2010 - Present
Job Level 1 Candidate at CFA Institute
Industry Financial Services
Experience
CFA Institute November 2010 - Present
ASWSU's International Students' Council August 2010 - May 2011
First Class Jewelry & Jade Company May 2010 - August 2010
Northside Café September 2009 - March 2010
SFCC Foreign Language Center Computer Lab December 2008 - March 2009
First Class Jewelry & Jade Company May 2006 - September 2006
Education
Washington State University 2009 — 2011
Bachelor of Arts, Business Administration, Finance; International Business
Spokane Falls Community College 2006 — 2009
Associate of Arts Degree
CFA Institute November 2010 - Present
ASWSU's International Students' Council August 2010 - May 2011
First Class Jewelry & Jade Company May 2010 - August 2010
Northside Café September 2009 - March 2010
SFCC Foreign Language Center Computer Lab December 2008 - March 2009
First Class Jewelry & Jade Company May 2006 - September 2006
Education
Washington State University 2009 — 2011
Bachelor of Arts, Business Administration, Finance; International Business
Spokane Falls Community College 2006 — 2009
Associate of Arts Degree
Nate Wootten Nate Wootten's CFA Institute Experience January 2010 - March 2011
Job UX Strategist at WillowTree, Inc.®
Industry Design
Experience
WillowTree, Inc.® November 2014 - Present
Giddy Apps September 2014 - October 2014
Publicis Life Brands Medicus September 2014 - September 2014
Science Museum Of Long Island July 2014 - August 2014
General Assemb.ly June 2014 - August 2014
CBS Corporation September 2013 - May 2014
A+E Networks August 2012 - September 2013
MediaOcean March 2011 - May 2012
CFA Institute January 2010 - March 2011
CFA Institute September 2005 - December 2009
Skills
SDLC, User Experience Design, Usability Testing, User Research, Visio, Software Project..., Business Analysis, Requirements Gathering, Business Process, Software Development, CRM, Scrum, Requirements Analysis, SQL, Quality Assurance, User Experience, Interaction Design, Rapid Prototyping, Paper Prototyping, Wireframes, Information Architecture, Visual Design, Mobile Design, User Acceptance Testing, Testing, Systems Analysis, Analysis, Agile Methodologies, Product Design, Illustrator, Agile Project Management, Business Intelligence, JavaScript, Web Services, Vendor Management, User Interface Design, User Interface, Management
Education
General Assembly
User Experience Design
University of Virginia 2003 — 2005
Bachelors of Science, Computer Science, Systems Engineering
Upright Citizens Brigade 2011 — 2012
The George Washington University 2011 — 2011
Masters Certificate in Business Analysis
School of Visual Arts
WillowTree, Inc.® November 2014 - Present
Giddy Apps September 2014 - October 2014
Publicis Life Brands Medicus September 2014 - September 2014
Science Museum Of Long Island July 2014 - August 2014
General Assemb.ly June 2014 - August 2014
CBS Corporation September 2013 - May 2014
A+E Networks August 2012 - September 2013
MediaOcean March 2011 - May 2012
CFA Institute January 2010 - March 2011
CFA Institute September 2005 - December 2009
Skills
SDLC, User Experience Design, Usability Testing, User Research, Visio, Software Project..., Business Analysis, Requirements Gathering, Business Process, Software Development, CRM, Scrum, Requirements Analysis, SQL, Quality Assurance, User Experience, Interaction Design, Rapid Prototyping, Paper Prototyping, Wireframes, Information Architecture, Visual Design, Mobile Design, User Acceptance Testing, Testing, Systems Analysis, Analysis, Agile Methodologies, Product Design, Illustrator, Agile Project Management, Business Intelligence, JavaScript, Web Services, Vendor Management, User Interface Design, User Interface, Management
Education
General Assembly
User Experience Design
University of Virginia 2003 — 2005
Bachelors of Science, Computer Science, Systems Engineering
Upright Citizens Brigade 2011 — 2012
The George Washington University 2011 — 2011
Masters Certificate in Business Analysis
School of Visual Arts
Dan Meader CFA CPA Dan Meader CFA CPA's CFA Institute Experience 2006 - 2013
Job Managing Director of small cap private equity investment firm
Industry Investment Management
Experience
Trinity Private Equity Group May 1999 - Present
Trinity Advisory Group May 1999 - Present
CFA Institute 2006 - 2013
Sowell & Co. November 1988 - September 1997
Bank of America August 1984 - November 1988
InterFirst Bank 1985 - 1986
Skills
Portfolio Management, Investments, Private Equity, Asset Management, Financial Analysis, Financial Modeling, Alternative Investments, Valuation, Equities, Due Diligence, Asset Allocation, Capital Markets
Education
Southern Methodist University 1980 — 1984
bba, finance
Trinity Private Equity Group May 1999 - Present
Trinity Advisory Group May 1999 - Present
CFA Institute 2006 - 2013
Sowell & Co. November 1988 - September 1997
Bank of America August 1984 - November 1988
InterFirst Bank 1985 - 1986
Skills
Portfolio Management, Investments, Private Equity, Asset Management, Financial Analysis, Financial Modeling, Alternative Investments, Valuation, Equities, Due Diligence, Asset Allocation, Capital Markets
Education
Southern Methodist University 1980 — 1984
bba, finance
Brandon Johnson, CFA Brandon Johnson, CFA's CFA Institute Experience 2004 - Present
Job Principal, Johnson Financial Group, LLC
Industry Investment Management
Experience
Johnson Financial Group, LLC 2002 - Present
Children's Hospital Colorado Foundation February 2013 - Present
Boys & Girls Clubs Metro Denver 2005 - Present
Colorado UpLIFT December 2011 - Present
ACE Scholarships October 2011 - Present
CFA Society of Colorado 2004 - Present
CFA Institute 2004 - Present
Skills
Philanthropy, Wealth Management, Wealth Management..., Strategic Planning, High Net Worth..., Asset Managment, Public Speaking, Investment Management, Fundraising, Non-profits, Nonprofits, Finance, Asset Management, Financial Services, Leadership, Financial Advisory, Investments, Mutual Funds, Portfolio Management, Investment Advisory, Estate Planning, Investment Strategies, Alternative Investments, Retirement Planning, Wealth, 401k, Asset Allocation, Securities, Strategic Financial..., Retirement, Private Equity, Hedge Funds, Financial Analysis, Equities, Venture Capital
Education
University of Denver - Daniels College of Business 2000 — 2002
Master of Science, Finance
Le Cordon Bleu: Paris, France 1998 — 1999
Diplome de Cusine, Culinary Arts
University of Denver - Daniels College of Business 1994 — 1998
BSBA, HRTM, Finance
Denver East High School 1990 — 1993
Graland Country Day School 1981 — 1989
Johnson Financial Group, LLC 2002 - Present
Children's Hospital Colorado Foundation February 2013 - Present
Boys & Girls Clubs Metro Denver 2005 - Present
Colorado UpLIFT December 2011 - Present
ACE Scholarships October 2011 - Present
CFA Society of Colorado 2004 - Present
CFA Institute 2004 - Present
Skills
Philanthropy, Wealth Management, Wealth Management..., Strategic Planning, High Net Worth..., Asset Managment, Public Speaking, Investment Management, Fundraising, Non-profits, Nonprofits, Finance, Asset Management, Financial Services, Leadership, Financial Advisory, Investments, Mutual Funds, Portfolio Management, Investment Advisory, Estate Planning, Investment Strategies, Alternative Investments, Retirement Planning, Wealth, 401k, Asset Allocation, Securities, Strategic Financial..., Retirement, Private Equity, Hedge Funds, Financial Analysis, Equities, Venture Capital
Education
University of Denver - Daniels College of Business 2000 — 2002
Master of Science, Finance
Le Cordon Bleu: Paris, France 1998 — 1999
Diplome de Cusine, Culinary Arts
University of Denver - Daniels College of Business 1994 — 1998
BSBA, HRTM, Finance
Denver East High School 1990 — 1993
Graland Country Day School 1981 — 1989
Melissa Burr's CFA Institute Experience April 2012 - Present
Job Event Planner
Industry Events Services
Experience
CFA Institute April 2012 - Present
The Wedding Planner Magazine September 2010 - April 2012
Charlottesville Event Companies October 2009 - April 2012
ParadeRest Virginia May 2011 - February 2012
Research Strategies Network May 2011 - February 2012
Jennifer Carroll Events August 2007 - October 2009
The Ritz-Carlton Resorts of Naples 2006 - 2007
Sacks Productions 1999 - 2004
Skills
Event Management, Hospitality, Corporate Events, Hotels, Event Planning, Public Relations, Meeting Planning, Weddings, Hospitality Management, Wedding Planning, Parties, Marketing Communications, Social Media, Catering, Hospitality Industry, Banquets, Time Management, Trade Shows, Teamwork, Customer Service, Social Networking, Sponsorship, Sales, Incentives, Marketing Strategy, Tourism, Social Media Marketing, Marketing
Education
Rollins College 1990 — 1994
B.A., English
Ransom Everglades 1988 — 1990
Northfield Mount Hermon 1986 — 1988
CFA Institute April 2012 - Present
The Wedding Planner Magazine September 2010 - April 2012
Charlottesville Event Companies October 2009 - April 2012
ParadeRest Virginia May 2011 - February 2012
Research Strategies Network May 2011 - February 2012
Jennifer Carroll Events August 2007 - October 2009
The Ritz-Carlton Resorts of Naples 2006 - 2007
Sacks Productions 1999 - 2004
Skills
Event Management, Hospitality, Corporate Events, Hotels, Event Planning, Public Relations, Meeting Planning, Weddings, Hospitality Management, Wedding Planning, Parties, Marketing Communications, Social Media, Catering, Hospitality Industry, Banquets, Time Management, Trade Shows, Teamwork, Customer Service, Social Networking, Sponsorship, Sales, Incentives, Marketing Strategy, Tourism, Social Media Marketing, Marketing
Education
Rollins College 1990 — 1994
B.A., English
Ransom Everglades 1988 — 1990
Northfield Mount Hermon 1986 — 1988
Alfred Park, CFA Alfred Park, CFA's CFA Institute Experience December 2009 - Present
Job Vice President at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs June 2010 - Present
Fisher House Foundation October 2011 - Present
Goldman Sachs March 2010 - Present
Greater Houston Partnership July 2012 - Present
CFA Institute December 2009 - Present
USC Marshall School of Business August 2008 - May 2011
Goldman Sachs June 2010 - August 2010
US Navy June 2008 - May 2010
US Navy August 2006 - June 2008
US Navy January 2005 - August 2006
Skills
Wealth Management, Wealth Preservation..., Financial Analysis, Finance, Financial Accounting, Corporate Finance, Financial Risk, Wealth Management..., Private Banking, Private Companies, Private Equity, Private Placements, Private Client Work, Money Management, Money Market, Corporate Social..., Military Experience, Military Training, Political Science, Market Analysis, Analytical Skills, Mergers & Acquisitions, Risk Management, Investment Banking, Portfolio Management, Financial Modeling, Investments, Asset Management, Valuation, Private Clients, Equities, Hedge Funds, Investment Management, Derivatives, Leadership, Equity Research, Alternative Investments, Bloomberg, Capital Markets, Emerging Markets, Financial Services, Financial Advisory, Fixed Income, Venture Capital, Due Diligence, Financial Markets, Asset Allocation, Trading, Securities, Equity Valuation
Education
United States Naval Academy 2000 — 2004
Bachelor of Science (BS), Political Science, Minor in Spanish
University of Southern California - Marshall School of Business 2008 — 2011
MBA, Investments and Financial Markets, CFA Curriculum
CFA Institute
CFA, CFA Charterholder
Goldman Sachs June 2010 - Present
Fisher House Foundation October 2011 - Present
Goldman Sachs March 2010 - Present
Greater Houston Partnership July 2012 - Present
CFA Institute December 2009 - Present
USC Marshall School of Business August 2008 - May 2011
Goldman Sachs June 2010 - August 2010
US Navy June 2008 - May 2010
US Navy August 2006 - June 2008
US Navy January 2005 - August 2006
Skills
Wealth Management, Wealth Preservation..., Financial Analysis, Finance, Financial Accounting, Corporate Finance, Financial Risk, Wealth Management..., Private Banking, Private Companies, Private Equity, Private Placements, Private Client Work, Money Management, Money Market, Corporate Social..., Military Experience, Military Training, Political Science, Market Analysis, Analytical Skills, Mergers & Acquisitions, Risk Management, Investment Banking, Portfolio Management, Financial Modeling, Investments, Asset Management, Valuation, Private Clients, Equities, Hedge Funds, Investment Management, Derivatives, Leadership, Equity Research, Alternative Investments, Bloomberg, Capital Markets, Emerging Markets, Financial Services, Financial Advisory, Fixed Income, Venture Capital, Due Diligence, Financial Markets, Asset Allocation, Trading, Securities, Equity Valuation
Education
United States Naval Academy 2000 — 2004
Bachelor of Science (BS), Political Science, Minor in Spanish
University of Southern California - Marshall School of Business 2008 — 2011
MBA, Investments and Financial Markets, CFA Curriculum
CFA Institute
CFA, CFA Charterholder
Justin Barth Justin Barth's CFA Institute Experience August 2015 - Present
Job Private Wealth Management Summer Intern at Morgan Stanley
Industry Investment Management
Experience
Bloomberg LP September 2015 - Present
CFA Institute August 2015 - Present
Morgan Stanley June 2015 - August 2015
UBS Wealth Management May 2014 - May 2015
OlyThumbs Ltd. December 2013 - August 2014
Napoli, Bern Ripka, Shkolnik, LLP. May 2013 - July 2013
CrossFit Central LI March 2013 - April 2013
Piquet Lane Pool & Tennis Club April 2010 - July 2012
Piquet Lane Pool & Tennis Club April 2009 - March 2010
Education
The Ohio State University Fisher College of Business 2012 — 2016
Bachelor of Science in Business Administration (B.S.B.A.), Investments and Securities, Senior
Syosset High School 2008 — 2012
New York State Advanced Regents Diploma, General Studies, 3.7 GPA
Bloomberg LP September 2015 - Present
CFA Institute August 2015 - Present
Morgan Stanley June 2015 - August 2015
UBS Wealth Management May 2014 - May 2015
OlyThumbs Ltd. December 2013 - August 2014
Napoli, Bern Ripka, Shkolnik, LLP. May 2013 - July 2013
CrossFit Central LI March 2013 - April 2013
Piquet Lane Pool & Tennis Club April 2010 - July 2012
Piquet Lane Pool & Tennis Club April 2009 - March 2010
Education
The Ohio State University Fisher College of Business 2012 — 2016
Bachelor of Science in Business Administration (B.S.B.A.), Investments and Securities, Senior
Syosset High School 2008 — 2012
New York State Advanced Regents Diploma, General Studies, 3.7 GPA
Kate Dang's CFA Institute Experience November 2014 - April 2015
Job Intern at Asset Strategy Consultants
Industry Financial Services
Experience
McCoy College of Business August 2014 - Present
Student Learning Assistant Center (SLAC) January 2014 - Present
Asset Strategy Consultants May 2015 - August 2015
CFA Institute November 2014 - April 2015
BAW Inc. May 2013 - August 2013
Skills
Finance, Accounting, Statistics, Vietnamese, Microsoft Excel, Financial Modeling, Fixed Income, Equity Research, Economics, Applied Mathematics, Academic Tutoring, Team Leadership, Communication, Teamwork, Public Speaking, Time Management, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word
Education
Texas State University-San Marcos 2013 — 2015
Bachelor's Degree, Finance, General, 3.8
McCoy College of Business August 2014 - Present
Student Learning Assistant Center (SLAC) January 2014 - Present
Asset Strategy Consultants May 2015 - August 2015
CFA Institute November 2014 - April 2015
BAW Inc. May 2013 - August 2013
Skills
Finance, Accounting, Statistics, Vietnamese, Microsoft Excel, Financial Modeling, Fixed Income, Equity Research, Economics, Applied Mathematics, Academic Tutoring, Team Leadership, Communication, Teamwork, Public Speaking, Time Management, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word
Education
Texas State University-San Marcos 2013 — 2015
Bachelor's Degree, Finance, General, 3.8
Andrew Garriott Andrew Garriott's CFA Institute Experience July 2015 - Present
Job Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
CFA Institute July 2015 - Present
California Hedge Fund Association July 2015 - Present
Personal and Family Funds September 2011 - Present
J.P. Morgan June 2015 - August 2015
Merrill Lynch September 2014 - May 2015
Merrill Lynch June 2014 - August 2014
Valley of the Sun Jewish Community Center November 2011 - August 2012
Skills
Wealth Management, Microsoft Excel, Microsoft Word, Bloomberg, Series 7, Financial Modeling, Microsoft Office, Fixed Income, Time Management, Research
Education
University of Arizona 2012 — 2016
Finance, 3.7 GPA
Horizon 2009 — 2012
High School
Notre Dame Preparatory 2008 — 2009
High School
CFA Institute July 2015 - Present
California Hedge Fund Association July 2015 - Present
Personal and Family Funds September 2011 - Present
J.P. Morgan June 2015 - August 2015
Merrill Lynch September 2014 - May 2015
Merrill Lynch June 2014 - August 2014
Valley of the Sun Jewish Community Center November 2011 - August 2012
Skills
Wealth Management, Microsoft Excel, Microsoft Word, Bloomberg, Series 7, Financial Modeling, Microsoft Office, Fixed Income, Time Management, Research
Education
University of Arizona 2012 — 2016
Finance, 3.7 GPA
Horizon 2009 — 2012
High School
Notre Dame Preparatory 2008 — 2009
High School
Michael S. Falk, CFA, CRC's CFA Institute Experience July 2015 - Present
Job Partner, Focus Consulting Group & Partner, Mauka Capital
Industry Investment Management
Experience
Focus Consulting Group August 2011 - Present
Mauka Capital, LLC July 2011 - Present
CFA Institute July 2015 - Present
CFA Institute 2004 - Present
MSF Asset Consulting August 2010 - December 2014
DePaul University January 2000 - December 2012
ProManage LLC March 1999 - August 2010
The Financial Concepts Company 1992 - 2003
Skills
Asset Allocation, Portfolio Management, Asset Managment, Investment Advisory, Wealth Management, Investments, Mutual Funds, Investment Strategies, Retirement Planning, Retirement, Financial Markets, 401k, Strategic Planning, Business Strategy, Public Speaking, Strategy, Asset Management, Equity Research, Financial Services, Estate Planning, Financial Modeling, Valuation, Leadership, Hedge Funds, Investment Management, Equities, Financial Advisory, Finance, Alternative Investments, Securities, Economics, Bonds, Wealth, Strategic Financial..., Options, Fixed Income, Private Equity, Capital Markets, Trading, Financial Planning, Behavioral Finance
Education
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
BS, Finance
Focus Consulting Group August 2011 - Present
Mauka Capital, LLC July 2011 - Present
CFA Institute July 2015 - Present
CFA Institute 2004 - Present
MSF Asset Consulting August 2010 - December 2014
DePaul University January 2000 - December 2012
ProManage LLC March 1999 - August 2010
The Financial Concepts Company 1992 - 2003
Skills
Asset Allocation, Portfolio Management, Asset Managment, Investment Advisory, Wealth Management, Investments, Mutual Funds, Investment Strategies, Retirement Planning, Retirement, Financial Markets, 401k, Strategic Planning, Business Strategy, Public Speaking, Strategy, Asset Management, Equity Research, Financial Services, Estate Planning, Financial Modeling, Valuation, Leadership, Hedge Funds, Investment Management, Equities, Financial Advisory, Finance, Alternative Investments, Securities, Economics, Bonds, Wealth, Strategic Financial..., Options, Fixed Income, Private Equity, Capital Markets, Trading, Financial Planning, Behavioral Finance
Education
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
BS, Finance
Katherine Donzella Katherine Donzella's CFA Institute Experience October 2014 - April 2015
Job Audit Intern at KPMG US
Industry Accounting
Experience
KPMG US May 2015 - Present
James Fund September 2012 - May 2015
Wofford College Residence Life September 2012 - May 2015
CFA Institute October 2014 - April 2015
Sealed Air Corporation May 2014 - September 2014
Boy Scouts of America: Palmetto Council July 2013 - August 2013
Butler, Means, Evins, and Browne, P.A. December 2012 - January 2013
Skills
Public Speaking, Microsoft Excel, PowerPoint, Writing, Creative Problem Solving, Accountability, Organization, Microsoft Word, Leadership, Management, Marketing, Time Management, Teamwork
Education
The University of Texas at Austin 2015 — 2016
Masters in Professional Accounting
Wofford College 2011 — 2015
Bachelor of Arts (B.A.), Accounting and Economics, Summa Cum Laude
KPMG US May 2015 - Present
James Fund September 2012 - May 2015
Wofford College Residence Life September 2012 - May 2015
CFA Institute October 2014 - April 2015
Sealed Air Corporation May 2014 - September 2014
Boy Scouts of America: Palmetto Council July 2013 - August 2013
Butler, Means, Evins, and Browne, P.A. December 2012 - January 2013
Skills
Public Speaking, Microsoft Excel, PowerPoint, Writing, Creative Problem Solving, Accountability, Organization, Microsoft Word, Leadership, Management, Marketing, Time Management, Teamwork
Education
The University of Texas at Austin 2015 — 2016
Masters in Professional Accounting
Wofford College 2011 — 2015
Bachelor of Arts (B.A.), Accounting and Economics, Summa Cum Laude
Jean Cash, SPHR, SHRM-SCP's CFA Institute Experience September 2007 - January 2010
Job Senior Human Resources Professional
Industry Human Resources
Experience
Oasis Outsourcing July 2011 - Present
CFA Institute September 2007 - January 2010
CFA Institute June 2003 - September 2007
Power Federal Credit Union 1998 - 2001
Continental Information Systems (CIS) Corporation 1987 - 1998
ADP 1979 - 1987
Skills
Team Leadership, People Development, Deferred Compensation, Strategic Orientation, Employee Relations, Talent Management, Performance Management, Employee Engagement, Succession Planning, HRIS, Talent Acquisition, Employee Benefits, HR Consulting, Personnel Management, Training, Payroll, Leadership Development, Human Resources, Recruiting, Strategy, Hiring, FMLA, Policy, Benefits Administration, Management, Temporary Placement, HR Policies, Onboarding, Labor Relations
Education
Kaplan University 2010 — 2012
MBA, Business
State University of New York Empire State College
BPS, Business, Management, and Economics Concentration: Human Resources
University of Michigan - Stephen M. Ross School of Business
Advanced Human Resources
Oasis Outsourcing July 2011 - Present
CFA Institute September 2007 - January 2010
CFA Institute June 2003 - September 2007
Power Federal Credit Union 1998 - 2001
Continental Information Systems (CIS) Corporation 1987 - 1998
ADP 1979 - 1987
Skills
Team Leadership, People Development, Deferred Compensation, Strategic Orientation, Employee Relations, Talent Management, Performance Management, Employee Engagement, Succession Planning, HRIS, Talent Acquisition, Employee Benefits, HR Consulting, Personnel Management, Training, Payroll, Leadership Development, Human Resources, Recruiting, Strategy, Hiring, FMLA, Policy, Benefits Administration, Management, Temporary Placement, HR Policies, Onboarding, Labor Relations
Education
Kaplan University 2010 — 2012
MBA, Business
State University of New York Empire State College
BPS, Business, Management, and Economics Concentration: Human Resources
University of Michigan - Stephen M. Ross School of Business
Advanced Human Resources
Greg Turk's CFA Institute Experience 2003 - 2004
Job Director of Investments at Teachers Retirment System of Illinois
Industry Investment Management
Experience
Teachers Retirment System of Illinois June 2004 - Present
CFA Institute 2003 - 2004
Thomson Financial 2001 - 2003
Investors Management Group 1995 - 1999
Skills
Portfolio Management, Investments
Education
University of Virginia Darden School of Business 1999 — 2001
MBA, MBA
University of Illinois at Urbana-Champaign 1989 — 1993
Finance and Banking
Teachers Retirment System of Illinois June 2004 - Present
CFA Institute 2003 - 2004
Thomson Financial 2001 - 2003
Investors Management Group 1995 - 1999
Skills
Portfolio Management, Investments
Education
University of Virginia Darden School of Business 1999 — 2001
MBA, MBA
University of Illinois at Urbana-Champaign 1989 — 1993
Finance and Banking
Jennifer Napoli Jennifer Napoli's CFA Institute Experience July 2012 - Present
Job Institutional Partnerships Coordinator at CFA Institute
Industry Financial Services
Experience
CFA Institute July 2012 - Present
Strategies for Wealth August 2010 - June 2012
The College of Westchester November 2008 - July 2010
Skills
Customer Service, Office Administration, PowerPoint, Microsoft Excel, Microsoft Office, Events Coordination, Event Management, Project Management, Salesforce.com, Lotus Notes, Administrative..., Expense Reports, Financial Reporting, Skilled Multi-tasker, Performance Dashboards, Dashboard Metrics
Education
SUNY Oneonta 2004 — 2008
Bachelor of Science (B.S.), Mass Communication/Media Studies
CFA Institute July 2012 - Present
Strategies for Wealth August 2010 - June 2012
The College of Westchester November 2008 - July 2010
Skills
Customer Service, Office Administration, PowerPoint, Microsoft Excel, Microsoft Office, Events Coordination, Event Management, Project Management, Salesforce.com, Lotus Notes, Administrative..., Expense Reports, Financial Reporting, Skilled Multi-tasker, Performance Dashboards, Dashboard Metrics
Education
SUNY Oneonta 2004 — 2008
Bachelor of Science (B.S.), Mass Communication/Media Studies
Stephen Bergman Stephen Bergman's CFA Institute Experience August 2014 - Present
Job Investment Research and Trading | Security and Asset Class Research | Special Olympics Volunteer
Industry Financial Services
Experience
CFA Institute August 2014 - Present
Hengehold Capital Management, LLC September 2013 - Present
The Ohio State University January 2011 - August 2013
Skills
Morningstar, Investment Strategies, Stock Trading, Investment Research, Retirement Income..., Retirement Solutions, Rebalancing
Education
The Ohio State University 2009 — 2013
Bachelor of Science (B.S.), Economics and Art History
CFA Institute August 2014 - Present
Hengehold Capital Management, LLC September 2013 - Present
The Ohio State University January 2011 - August 2013
Skills
Morningstar, Investment Strategies, Stock Trading, Investment Research, Retirement Income..., Retirement Solutions, Rebalancing
Education
The Ohio State University 2009 — 2013
Bachelor of Science (B.S.), Economics and Art History
Jayson Katz's CFA Institute Experience September 2014 - February 2015
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock August 2015 - Present
Terese Kelly Investment Group April 2014 - May 2015
CFA Institute September 2014 - February 2015
Thomson Reuters May 2014 - August 2014
Northwestern Mutual June 2013 - August 2013
Radius Ventures July 2012 - July 2012
Skills
Leadership, Financial Analysis, Finance, Works well with people, Analytical Skills, Portfolio Management, Consulting, Teamwork, Strategic Planning, Investments, Microsoft Excel, Financial Statement..., Venture Capital, Analysis, PowerPoint, Microsoft Office, Soft Skills, Marketing, Quantitative Analytics, Valuation, Thomson Reuters Eikon
Education
State University of New York at Buffalo 2011 — 2015
Bachelors of Science in Business Administration, Finance, Summa Cum Laude
BlackRock August 2015 - Present
Terese Kelly Investment Group April 2014 - May 2015
CFA Institute September 2014 - February 2015
Thomson Reuters May 2014 - August 2014
Northwestern Mutual June 2013 - August 2013
Radius Ventures July 2012 - July 2012
Skills
Leadership, Financial Analysis, Finance, Works well with people, Analytical Skills, Portfolio Management, Consulting, Teamwork, Strategic Planning, Investments, Microsoft Excel, Financial Statement..., Venture Capital, Analysis, PowerPoint, Microsoft Office, Soft Skills, Marketing, Quantitative Analytics, Valuation, Thomson Reuters Eikon
Education
State University of New York at Buffalo 2011 — 2015
Bachelors of Science in Business Administration, Finance, Summa Cum Laude
Rebecca Christoffersen's CFA Institute Experience January 2011 - March 2014
Job MBA Candidate at UVA Darden School of Business, Class of 2016
Industry Marketing and Advertising
Experience
Seventh Generation June 2015 - August 2015
SNL Financial April 2014 - August 2014
CFA Institute January 2011 - March 2014
Rimm-Kaufman Group October 2009 - January 2011
MEC November 2007 - May 2009
National 4-H Council September 2007 - November 2007
Washington Redskins October 2006 - August 2007
Skills
Marketing, Leadership, Marketing Communications, Advertising, Nonprofits, Analysis, Strategy, Social Media, Financial Services, Paid Search Campaigns, Public Relations
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
St. Mary's College of Maryland 2002 — 2006
Economics
James Madison High School 1999 — 2002
Seventh Generation June 2015 - August 2015
SNL Financial April 2014 - August 2014
CFA Institute January 2011 - March 2014
Rimm-Kaufman Group October 2009 - January 2011
MEC November 2007 - May 2009
National 4-H Council September 2007 - November 2007
Washington Redskins October 2006 - August 2007
Skills
Marketing, Leadership, Marketing Communications, Advertising, Nonprofits, Analysis, Strategy, Social Media, Financial Services, Paid Search Campaigns, Public Relations
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
St. Mary's College of Maryland 2002 — 2006
Economics
James Madison High School 1999 — 2002
Susanna Guzman Susanna Guzman's CFA Institute Experience October 2014 - Present
Job Director, Web Content and Publishing at CFA Institute
Industry Publishing
Experience
CFA Institute October 2014 - Present
American Academy of Family Physicians February 2009 - October 2014
American Academy of Family Physicians May 2000 - January 2009
Bizspace 1999 - 2000
Cerner July 1996 - December 1999
AAFP November 1991 - June 1996
Skills
Content Strategy, Content Development, Publishing, Web Content, Editorial, Content Management, Strategy, User Experience, Strategic Planning, Web Content Management, Healthcare, Fact-checking, Strategic Communications, Newsletters, Media Relations, Public Relations, Leadership, Copy Editing, Feature Articles, Publications, Editing, Strategic Partnerships, Marketing Communications, Management, Proofreading, Writing, Strategy Development, Copywriting, Web Editing, Corporate Communications, Online Publishing, Magazines, Press Releases, Integrated Marketing, Nonprofits, Social Media, Public Speaking, Journalism
Education
Central Exchange - Kansas City 2010 — 2011
Emerging Women Leaders, Leadership development
University of Missouri-Kansas City 1986 — 1991
BA, English
CFA Institute October 2014 - Present
American Academy of Family Physicians February 2009 - October 2014
American Academy of Family Physicians May 2000 - January 2009
Bizspace 1999 - 2000
Cerner July 1996 - December 1999
AAFP November 1991 - June 1996
Skills
Content Strategy, Content Development, Publishing, Web Content, Editorial, Content Management, Strategy, User Experience, Strategic Planning, Web Content Management, Healthcare, Fact-checking, Strategic Communications, Newsletters, Media Relations, Public Relations, Leadership, Copy Editing, Feature Articles, Publications, Editing, Strategic Partnerships, Marketing Communications, Management, Proofreading, Writing, Strategy Development, Copywriting, Web Editing, Corporate Communications, Online Publishing, Magazines, Press Releases, Integrated Marketing, Nonprofits, Social Media, Public Speaking, Journalism
Education
Central Exchange - Kansas City 2010 — 2011
Emerging Women Leaders, Leadership development
University of Missouri-Kansas City 1986 — 1991
BA, English
Scott Palmer Scott Palmer's CFA Institute Experience 2008 - 2012
Job Technology Manager & Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo 2014 - Present
Silverchair 2012 - 2014
CFA Institute 2008 - 2012
Serene Corporation 2007 - 2008
Spirent Communications 2003 - 2007
Ariba 2000 - 2003
Pandesic - a joint venture between Intel and SAP 1998 - 2000
Shell 1997 - 1998
Skills
E-commerce, CRM, ERP, Business Intelligence, SOA, Cloud Computing, SaaS, Program Management, Agile Project Management, Professional Services, Agile Methodologies, SDLC, Software Project..., Software Development, Cross Functional Team..., Leadership, Leading Development...
Education
Center for Creative Leadership 2011 — 2011
Leadership Development Program
The University of Calgary 1991 — 1995
BA, Political Science
Wells Fargo 2014 - Present
Silverchair 2012 - 2014
CFA Institute 2008 - 2012
Serene Corporation 2007 - 2008
Spirent Communications 2003 - 2007
Ariba 2000 - 2003
Pandesic - a joint venture between Intel and SAP 1998 - 2000
Shell 1997 - 1998
Skills
E-commerce, CRM, ERP, Business Intelligence, SOA, Cloud Computing, SaaS, Program Management, Agile Project Management, Professional Services, Agile Methodologies, SDLC, Software Project..., Software Development, Cross Functional Team..., Leadership, Leading Development...
Education
Center for Creative Leadership 2011 — 2011
Leadership Development Program
The University of Calgary 1991 — 1995
BA, Political Science
Derek Pires CFP®'s CFA Institute Experience June 2012 - December 2013
Job Investor Relations Analyst at Google
Industry Internet
Experience
Google December 2014 - Present
Google December 2013 - Present
California Hedge Fund Association (CHFA) August 2014 - Present
Harris myCFO September 2013 - December 2013
CFA Institute June 2012 - December 2013
Wells Fargo July 2011 - July 2013
Wells Fargo Bank July 2011 - July 2013
Bainbridge Capital March 2011 - June 2011
MetLife January 2010 - March 2011
Financial Planning Association, San Diego State University October 2009 - December 2010
Skills
Investments, Strategic Financial..., Asset Allocation, Portfolio Management, Financial Analysis, Entrepreneurship, Financial Planning, Analysis, Finance, Economic Research, Trading, Trading Systems, Statistics, Data Mining, Retirement, Estate Planning, Google Adwords, Google Docs, Google Analytics, Google Apps, Google+, SQL
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Science, Finance and Bachelor of Arts, Economics, Cum Laude
Google December 2014 - Present
Google December 2013 - Present
California Hedge Fund Association (CHFA) August 2014 - Present
Harris myCFO September 2013 - December 2013
CFA Institute June 2012 - December 2013
Wells Fargo July 2011 - July 2013
Wells Fargo Bank July 2011 - July 2013
Bainbridge Capital March 2011 - June 2011
MetLife January 2010 - March 2011
Financial Planning Association, San Diego State University October 2009 - December 2010
Skills
Investments, Strategic Financial..., Asset Allocation, Portfolio Management, Financial Analysis, Entrepreneurship, Financial Planning, Analysis, Finance, Economic Research, Trading, Trading Systems, Statistics, Data Mining, Retirement, Estate Planning, Google Adwords, Google Docs, Google Analytics, Google Apps, Google+, SQL
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Science, Finance and Bachelor of Arts, Economics, Cum Laude
Jennifer Sombar Jennifer Sombar's CFA Institute Experience September 2010 - Present
Job Director, Travel & Event Management at CFA Institute
Industry Events Services
Experience
CFA Institute September 2010 - Present
CFA Institute March 2005 - September 2010
CFA Institute March 2000 - March 2005
CFA Institute January 1998 - March 2000
Skills
Strategy, Event Management, Meeting Planning, Marketing Communications, Public Speaking, Event Planning, Leadership, Association Management, Financial Analysis, Customer Service, Corporate Events, Management
Education
University of Delaware 1989 — 1992
Bachelor of Science (B.S.), Business Administration
CFA Institute September 2010 - Present
CFA Institute March 2005 - September 2010
CFA Institute March 2000 - March 2005
CFA Institute January 1998 - March 2000
Skills
Strategy, Event Management, Meeting Planning, Marketing Communications, Public Speaking, Event Planning, Leadership, Association Management, Financial Analysis, Customer Service, Corporate Events, Management
Education
University of Delaware 1989 — 1992
Bachelor of Science (B.S.), Business Administration
Patrick Watts's CFA Institute Experience June 2010 - Present
Job Exam Security Administrator at CFA Institute
Industry Financial Services
Experience
CFA Institute June 2010 - Present
CFA Institute November 2008 - June 2010
Skills
Investments, Exam Security, Data Analytics, Business-side IT..., TSCM, Magnetometers, Project Management, Vendor Management, Analytics, Analysis, Program Management
Education
The College of William and Mary - Marshall Wythe Law School 2005 — 2008
Doctor of Law (J.D.), Law
University of Notre Dame 2001 — 2005
Bachelor of Arts (B.A.), Psychology; Political Science
CFA Institute June 2010 - Present
CFA Institute November 2008 - June 2010
Skills
Investments, Exam Security, Data Analytics, Business-side IT..., TSCM, Magnetometers, Project Management, Vendor Management, Analytics, Analysis, Program Management
Education
The College of William and Mary - Marshall Wythe Law School 2005 — 2008
Doctor of Law (J.D.), Law
University of Notre Dame 2001 — 2005
Bachelor of Arts (B.A.), Psychology; Political Science
Jen Siomacco Jen Siomacco's CFA Institute Experience April 2015 - Present
Job User Experience Architect at CFA Institute
Industry Computer Software
Experience
CFA Institute April 2015 - Present
CFA Institute February 2012 - April 2015
Silverchair November 2011 - February 2012
Silverchair January 2010 - October 2011
Silverchair August 2008 - December 2009
Silverchair May 2008 - August 2008
Skills
User Interface Design, Usability Testing, Wireframes, User Experience Design, Scrum, JIRA, Illustrator, InDesign, Agile Methodologies, User Experience, Photoshop, SharePoint, Letterpress, Sewing, Hand Drawing, Microsoft Office, HTML, User Interaction Design, Fireworks, Balsamiq, Kanban, Design Patterns, Card Sorting, Morae, Axure, Flash, Visio, User Surveys, User Profiling, Design Studio, Lean Software..., Customer Journey Mapping, Experience Mapping, Rapid Prototyping, Responsive Design..., Personas, Interaction Design, Persona
Education
Savannah College of Art and Design 2012 — 2013
University of Virginia 2004 — 2008
BS, Architecture
CFA Institute April 2015 - Present
CFA Institute February 2012 - April 2015
Silverchair November 2011 - February 2012
Silverchair January 2010 - October 2011
Silverchair August 2008 - December 2009
Silverchair May 2008 - August 2008
Skills
User Interface Design, Usability Testing, Wireframes, User Experience Design, Scrum, JIRA, Illustrator, InDesign, Agile Methodologies, User Experience, Photoshop, SharePoint, Letterpress, Sewing, Hand Drawing, Microsoft Office, HTML, User Interaction Design, Fireworks, Balsamiq, Kanban, Design Patterns, Card Sorting, Morae, Axure, Flash, Visio, User Surveys, User Profiling, Design Studio, Lean Software..., Customer Journey Mapping, Experience Mapping, Rapid Prototyping, Responsive Design..., Personas, Interaction Design, Persona
Education
Savannah College of Art and Design 2012 — 2013
University of Virginia 2004 — 2008
BS, Architecture
Jason Voss, CFA's CFA Institute Experience September 2011 - Present
Job Content Director at CFA Institute
Industry Investment Management
Experience
CFA Institute September 2011 - Present
Asoapovo Productions, Inc. February 2008 - Present
Davis Selected Advisers, L.P. September 2000 - August 2005
Davis Selected Advisers, L.P. May 1998 - September 2000
Portfolio Management Consultants 1997 - 1998
Skills
Investments, Corporate Finance, Hedge Funds, Fixed Income, Equity Analysis, Published Author, Writing, Public Speaking, Blogging, Behavioral Finance, Financial Research, Financial Modeling, Mutual Funds, Bloomberg, Financial Analysis, Valuation, Portfolio Management, Equity Valuation, Financial Services, Analysis, Investment Management, Finance, Options, Financial Markets, Asset Allocation, Asset Management, Investment Strategies, Insight Generation, Meditation, Mindfulness Meditation
Education
University of Colorado Boulder - Leeds School of Business 1996 — 1998
MBA, Finance & Accounting
University of Colorado Boulder 1989 — 1993
BA, Economics
CFA Institute September 2011 - Present
Asoapovo Productions, Inc. February 2008 - Present
Davis Selected Advisers, L.P. September 2000 - August 2005
Davis Selected Advisers, L.P. May 1998 - September 2000
Portfolio Management Consultants 1997 - 1998
Skills
Investments, Corporate Finance, Hedge Funds, Fixed Income, Equity Analysis, Published Author, Writing, Public Speaking, Blogging, Behavioral Finance, Financial Research, Financial Modeling, Mutual Funds, Bloomberg, Financial Analysis, Valuation, Portfolio Management, Equity Valuation, Financial Services, Analysis, Investment Management, Finance, Options, Financial Markets, Asset Allocation, Asset Management, Investment Strategies, Insight Generation, Meditation, Mindfulness Meditation
Education
University of Colorado Boulder - Leeds School of Business 1996 — 1998
MBA, Finance & Accounting
University of Colorado Boulder 1989 — 1993
BA, Economics
Neal (Thomas) Orsburn Neal (Thomas) Orsburn's CFA Institute Experience November 2011 - April 2012
Job Product Scheduler at Tesoro Corporation
Industry Oil & Energy
Experience
Tesoro Corporation January 2015 - Present
Tesoro Corporation March 2014 - January 2015
Tesoro Corporation May 2012 - February 2014
Investment Society August 2011 - May 2012
CFA Institute November 2011 - April 2012
Clear Channel Radio June 2011 - August 2011
Southwestern Company May 2010 - August 2010
US Army August 2002 - August 2005
Skills
Public Speaking, PowerPoint, Word, Excel, Strategic Planning, Statistics, Critical Thinking, Research, Time Management, Data Entry, Access, Accounting, Teamwork, Problem Solving, Data Analysis, Outlook, Analysis, Financial Analysis, Real Estate, Investments, Bloomberg Terminal, Forecasting, Planning, Spreadsheets, Quickbooks, Auditing, Financial Reporting, Microsoft Excel, Microsoft Word, QuickBooks, SAP, Finance
Education
The University of Texas at San Antonio 2009 — 2012
BBA, Finance, Accounting
CFA Candidate Level 2
Tesoro Corporation January 2015 - Present
Tesoro Corporation March 2014 - January 2015
Tesoro Corporation May 2012 - February 2014
Investment Society August 2011 - May 2012
CFA Institute November 2011 - April 2012
Clear Channel Radio June 2011 - August 2011
Southwestern Company May 2010 - August 2010
US Army August 2002 - August 2005
Skills
Public Speaking, PowerPoint, Word, Excel, Strategic Planning, Statistics, Critical Thinking, Research, Time Management, Data Entry, Access, Accounting, Teamwork, Problem Solving, Data Analysis, Outlook, Analysis, Financial Analysis, Real Estate, Investments, Bloomberg Terminal, Forecasting, Planning, Spreadsheets, Quickbooks, Auditing, Financial Reporting, Microsoft Excel, Microsoft Word, QuickBooks, SAP, Finance
Education
The University of Texas at San Antonio 2009 — 2012
BBA, Finance, Accounting
CFA Candidate Level 2
Philip Young, CFA Philip Young, CFA's CFA Institute Experience May 2000 - January 2005
Job Professor of Finance at The University of Tennessee at Martin
Industry Higher Education
Experience
The University of Tennessee at Martin January 2005 - Present
CFA Institute May 2000 - January 2005
Missouri State University August 1990 - May 2000
Skills
Investments, Portfolio Management, Valuation, Asset Allocation
Education
University of Arkansas at Fayetteville 1986 — 1990
Doctor of Philosophy (Ph.D.), Finance, General
Central Missouri State University 1984 — 1986
MBA
The University of Tennessee at Martin January 2005 - Present
CFA Institute May 2000 - January 2005
Missouri State University August 1990 - May 2000
Skills
Investments, Portfolio Management, Valuation, Asset Allocation
Education
University of Arkansas at Fayetteville 1986 — 1990
Doctor of Philosophy (Ph.D.), Finance, General
Central Missouri State University 1984 — 1986
MBA
Elliot Schaja Elliot Schaja's CFA Institute Experience January 2015 - Present
Job Research Analyst at RiverPark Funds
Industry Investment Management
Experience
CFA Institute January 2015 - Present
RiverPark Capital May 2013 - Present
New York Mets June 2012 - August 2012
Skills
Equity Research, Financial Modeling, Valuation, Economics, Econometrics, Quantitative Analytics, Bloomberg, Microsoft Office, Data Analysis, Analysis, Microsoft Word, Facebook, Social Media, PowerPoint, Microsoft Excel, Stata, Financial Analysis, Public Speaking, Metallurgy, Balloon Artist, Special Education
Education
University of Michigan 2009 — 2013
Bachelor of Arts (BA), Economics
Tel Aviv University 2012 — 2012
CFA Institute January 2015 - Present
RiverPark Capital May 2013 - Present
New York Mets June 2012 - August 2012
Skills
Equity Research, Financial Modeling, Valuation, Economics, Econometrics, Quantitative Analytics, Bloomberg, Microsoft Office, Data Analysis, Analysis, Microsoft Word, Facebook, Social Media, PowerPoint, Microsoft Excel, Stata, Financial Analysis, Public Speaking, Metallurgy, Balloon Artist, Special Education
Education
University of Michigan 2009 — 2013
Bachelor of Arts (BA), Economics
Tel Aviv University 2012 — 2012
Steven Cervino's CFA Institute Experience December 2012 - Present
Job Portfolio Management Analyst at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management March 2014 - Present
CFA Institute December 2012 - Present
Morgan Stanley June 2012 - February 2014
CFA Institute November 2011 - February 2012
Delta Sigma Pi April 2011 - December 2011
AXA Advisors December 2010 - February 2011
AXA Equitable June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Financial Modeling, Technical Analysis, Public Speaking, Presentations, Highly detail oriented, Building Relationships, Analytical Skills, Reports, Credit Derivatives, Interest Rate..., Equity Derivatives, trust trades, FX Derivatives, Trading, Equity Research, Time Management, Fixed Income, Bloomberg, Capital Markets, Financial Services
Education
State University of New York at Buffalo 2008 — 2012
Bachelor of Science (BS), Finance, General, 3.6
Morgan Stanley Private Wealth Management March 2014 - Present
CFA Institute December 2012 - Present
Morgan Stanley June 2012 - February 2014
CFA Institute November 2011 - February 2012
Delta Sigma Pi April 2011 - December 2011
AXA Advisors December 2010 - February 2011
AXA Equitable June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Financial Modeling, Technical Analysis, Public Speaking, Presentations, Highly detail oriented, Building Relationships, Analytical Skills, Reports, Credit Derivatives, Interest Rate..., Equity Derivatives, trust trades, FX Derivatives, Trading, Equity Research, Time Management, Fixed Income, Bloomberg, Capital Markets, Financial Services
Education
State University of New York at Buffalo 2008 — 2012
Bachelor of Science (BS), Finance, General, 3.6
Cara Bonazza Cara Bonazza's CFA Institute Experience October 2012 - Present
Job Logistics and Grading Coordinator at CFA Institute
Industry Financial Services
Experience
CFA Institute October 2012 - Present
WorldStrides August 2010 - October 2012
WorldStrides August 2008 - July 2010
WorldStrides October 2006 - August 2008
Account Temps/PA Consulting December 2007 - January 2008
Resource Management Services May 1998 - September 2006
Skills
Spreadsheets, marketing, Account Management, Customer Service, Event Planning, Administration, Hiring, Staff Training, sales, Sales Management, Excel, Organizing, Recruiting, Marketing, Sales, Program Management, Time Management, Logistics, Leadership, Management, Data Analysis, Budgets, Strategic Planning, Training, Market Research, Microsoft Excel
Education
Mary Washington College 2000 — 2004
BS, Business Administration
CFA Institute October 2012 - Present
WorldStrides August 2010 - October 2012
WorldStrides August 2008 - July 2010
WorldStrides October 2006 - August 2008
Account Temps/PA Consulting December 2007 - January 2008
Resource Management Services May 1998 - September 2006
Skills
Spreadsheets, marketing, Account Management, Customer Service, Event Planning, Administration, Hiring, Staff Training, sales, Sales Management, Excel, Organizing, Recruiting, Marketing, Sales, Program Management, Time Management, Logistics, Leadership, Management, Data Analysis, Budgets, Strategic Planning, Training, Market Research, Microsoft Excel
Education
Mary Washington College 2000 — 2004
BS, Business Administration
Bridgette Cerritos's CFA Institute Experience June 2013 - Present
Job Student at The College of William and Mary
Industry
Experience
CFA Institute June 2013 - Present
Skills
Research, PowerPoint, Microsoft Office, Social Media, Editing, History, Microsoft Word, Facebook
Education
The College of William and Mary 2011 — 2015
Bachelor of Arts (B.A.), History
Southside Virginia Community College 2010 — 2011
CFA Institute June 2013 - Present
Skills
Research, PowerPoint, Microsoft Office, Social Media, Editing, History, Microsoft Word, Facebook
Education
The College of William and Mary 2011 — 2015
Bachelor of Arts (B.A.), History
Southside Virginia Community College 2010 — 2011
Dan Larocco, CFA, CIPM Dan Larocco, CFA, CIPM's CFA Institute Experience July 2010 - Present
Job Manager, Regulator and Regulation Research at CFA Institute
Industry Financial Services
Experience
CFA Institute July 2010 - Present
Skills
Portfolio Management, Asset Managment, Investments, Wealth Management..., Valuation, Financial Modeling, Equities, Fixed Income, Financial Statement..., Wealth Management, Private Banking, Capital Markets, Investment Strategies, Investment Management, Alternative Investments, Asset Allocation, Equity Research
Education
Saint Joseph's University
B.S., Mathematics
Temple University
M.Ed., Education
University of Delaware
MBA, Finance
CFA Institute July 2010 - Present
Skills
Portfolio Management, Asset Managment, Investments, Wealth Management..., Valuation, Financial Modeling, Equities, Fixed Income, Financial Statement..., Wealth Management, Private Banking, Capital Markets, Investment Strategies, Investment Management, Alternative Investments, Asset Allocation, Equity Research
Education
Saint Joseph's University
B.S., Mathematics
Temple University
M.Ed., Education
University of Delaware
MBA, Finance
Veena Kannan Veena Kannan's CFA Institute Experience December 2010 - Present
Job Project Manager
Industry Financial Services
Experience
ValueOptions, Inc.® October 2013 - Present
CFA Institute December 2010 - Present
Healthesystems August 2012 - February 2013
Citi Group March 2011 - April 2012
Sears Home Improvement Products October 2009 - August 2010
Revenue Management Solutions 2008 - 2009
Key Safety Systems 2001 - 2005
JP Mobile 1998 - 2001
Skills
Project Management, Access, SQL, SAS, Process Improvement, Visual Basic, Marketing Strategy, Product Development, Microsoft Excel, Strategic Planning, Business Intelligence, VBA, Finance, Analysis, Strategy, Financial Modeling, Risk Management, Budgets, Leadership, Financial Analysis, Business Analytics, Data Analysis..., Quantitative Research..., Cost Reduction &..., Product Pricing, New Product Development, Incident / Problem..., Persuasive Presentations, Cognos, SPSS, VB.NET, SharePoint, Market Research, Data Governance, Visio, HTML, Data Profiling, HVAC, Financial Reporting, User Acceptance Testing, SDLC, Requirements Gathering, PL/SQL, Crystal Reports, Oracle, Program Management, Databases
Education
University of South Florida 2006 — 2008
M.B.A, Finance, Advance Finance, Management
University of Mysore 1994 — 1998
Bachelor of Engineering, Electrical & Electronics Engineering
ValueOptions, Inc.® October 2013 - Present
CFA Institute December 2010 - Present
Healthesystems August 2012 - February 2013
Citi Group March 2011 - April 2012
Sears Home Improvement Products October 2009 - August 2010
Revenue Management Solutions 2008 - 2009
Key Safety Systems 2001 - 2005
JP Mobile 1998 - 2001
Skills
Project Management, Access, SQL, SAS, Process Improvement, Visual Basic, Marketing Strategy, Product Development, Microsoft Excel, Strategic Planning, Business Intelligence, VBA, Finance, Analysis, Strategy, Financial Modeling, Risk Management, Budgets, Leadership, Financial Analysis, Business Analytics, Data Analysis..., Quantitative Research..., Cost Reduction &..., Product Pricing, New Product Development, Incident / Problem..., Persuasive Presentations, Cognos, SPSS, VB.NET, SharePoint, Market Research, Data Governance, Visio, HTML, Data Profiling, HVAC, Financial Reporting, User Acceptance Testing, SDLC, Requirements Gathering, PL/SQL, Crystal Reports, Oracle, Program Management, Databases
Education
University of South Florida 2006 — 2008
M.B.A, Finance, Advance Finance, Management
University of Mysore 1994 — 1998
Bachelor of Engineering, Electrical & Electronics Engineering
Lisa Weiss, CFA Lisa Weiss, CFA's CFA Institute Experience 1987 - Present
Job Chief Investment Officer at American EB5 Centers, LLC
Industry Financial Services
Experience
American EB5 Centers, LLC March 2015 - Present
Opês Thayer Corporation June 2014 - Present
Thayer Gate Advisors, Inc. December 2001 - Present
CFA Institute 1987 - Present
Skills
Portfolio Management, Investments, Finance, Asset Allocation, Investment Strategies, Corporate Finance, Valuation, Investment Banking, Investment Management, Financial Modeling, Trading, Financial Analysis, Financial Services, Due Diligence, Business Planning, Strategic Planning, Asset Managment, Bloomberg, Management Consulting, Wealth Management, Fixed Income, Hedge Funds, Equity Valuation, Financial Markets, Business Development, Entrepreneurship, Alternative Investments, Private Equity, Business Valuation, Risk Management, Equities, Economics, Wealth Management..., Derivatives, Investor Relations, Venture Capital, Wealth, Estate Planning
Education
Trinity University 1975 — 1977
MBA, Finance
Trinity University 1972 — 1975
BA, Business Administration, Spanish
American EB5 Centers, LLC March 2015 - Present
Opês Thayer Corporation June 2014 - Present
Thayer Gate Advisors, Inc. December 2001 - Present
CFA Institute 1987 - Present
Skills
Portfolio Management, Investments, Finance, Asset Allocation, Investment Strategies, Corporate Finance, Valuation, Investment Banking, Investment Management, Financial Modeling, Trading, Financial Analysis, Financial Services, Due Diligence, Business Planning, Strategic Planning, Asset Managment, Bloomberg, Management Consulting, Wealth Management, Fixed Income, Hedge Funds, Equity Valuation, Financial Markets, Business Development, Entrepreneurship, Alternative Investments, Private Equity, Business Valuation, Risk Management, Equities, Economics, Wealth Management..., Derivatives, Investor Relations, Venture Capital, Wealth, Estate Planning
Education
Trinity University 1975 — 1977
MBA, Finance
Trinity University 1972 — 1975
BA, Business Administration, Spanish
Brian Knight Brian Knight's CFA Institute Experience June 2003 - March 2006
Job Senior Engineer at Bounce Exchange
Industry Internet
Experience
Bounce Exchange July 2015 - Present
SpruceMail March 2012 - June 2015
GE Healthcare April 2013 - December 2013
Snagajob January 2010 - March 2012
Ironworks Consulting December 2007 - December 2009
Crutchfield Corporation September 2006 - December 2007
SNL Financial March 2006 - September 2006
CFA Institute June 2003 - March 2006
Virginia Department of Mines, Minerals, and Energy November 2001 - June 2003
Education
The University of Texas at Austin 1999 — 2001
Master of Science, Geological Sciences
William & Mary 1995 — 1999
Bachelor of Science, Geology
Bounce Exchange July 2015 - Present
SpruceMail March 2012 - June 2015
GE Healthcare April 2013 - December 2013
Snagajob January 2010 - March 2012
Ironworks Consulting December 2007 - December 2009
Crutchfield Corporation September 2006 - December 2007
SNL Financial March 2006 - September 2006
CFA Institute June 2003 - March 2006
Virginia Department of Mines, Minerals, and Energy November 2001 - June 2003
Education
The University of Texas at Austin 1999 — 2001
Master of Science, Geological Sciences
William & Mary 1995 — 1999
Bachelor of Science, Geology
Ellen Spicer Ellen Spicer's CFA Institute Experience July 2010 - March 2015
Job Event Coordinator/Volunteer Management
Industry Financial Services
Experience
CFA Institute July 2010 - March 2015
Grymes Memorial School May 2007 - August 2009
American Cancer Society September 2005 - May 2007
St. Paul's School (MD) July 1989 - August 2005
Skills
Client Services, Marketing Communications, Customer Service, Event Planning, Microsoft Excel, Leadership, Event Management, Marketing, Social Media, Strategic Planning, Nonprofits
Education
The Johns Hopkins University
Bachelor of Arts (BA), English Language and Literature/Letters
CFA Institute July 2010 - March 2015
Grymes Memorial School May 2007 - August 2009
American Cancer Society September 2005 - May 2007
St. Paul's School (MD) July 1989 - August 2005
Skills
Client Services, Marketing Communications, Customer Service, Event Planning, Microsoft Excel, Leadership, Event Management, Marketing, Social Media, Strategic Planning, Nonprofits
Education
The Johns Hopkins University
Bachelor of Arts (BA), English Language and Literature/Letters
Brandon Sears Brandon Sears's CFA Institute Experience July 2010 - Present
Job Level II CFA Candidate at CFA Institute
Industry Investment Management
Experience
Fidelity Investments November 2011 - Present
CFA Institute July 2010 - Present
NEW YORK LIFE INSURANCE January 2009 - March 2010
Northwestern Mutual May 2008 - January 2009
Skills
Collateral Management, Euroclear, Corporate Actions, Fund Accounting, Fund Analysis, Fund Of Funds, Derivatives, Futures, Options, Volatility, Analysis, Corporate Finance, Financial Modeling, Investments, Valuation, Mark to Market, COLLINE - Risk..., Strategic Financial..., Macroeconomics, Cross-functional Team..., Complex Project..., Foreign Currency..., Volatility Arbitrage, Work in A Fast Paced..., Managing Deadlines, Bond Pricing, OTC, NAV Analysis, Mutual Funds, Financial Markets, Monetary Policy, Regression Models, International Economics, Equity Research, Capital Markets, Currency Exchange, Interest Rate Hedging, Financial Risk..., Fundamental Analysis, Technical Analysis, Airline Economics, Business Analysis, Program Implementation, Trading Strategies, US GAAP, IFRS, Institutional..., Investment Strategies, Hedge Accounting, Microsoft Excel
Education
CFA Institute 2010 — 2014
Rice University 2010 — 2010
Texas State University 2005 — 2008
Bachelor, Finance
Kingwood High School 2000 — 2004
Fidelity Investments November 2011 - Present
CFA Institute July 2010 - Present
NEW YORK LIFE INSURANCE January 2009 - March 2010
Northwestern Mutual May 2008 - January 2009
Skills
Collateral Management, Euroclear, Corporate Actions, Fund Accounting, Fund Analysis, Fund Of Funds, Derivatives, Futures, Options, Volatility, Analysis, Corporate Finance, Financial Modeling, Investments, Valuation, Mark to Market, COLLINE - Risk..., Strategic Financial..., Macroeconomics, Cross-functional Team..., Complex Project..., Foreign Currency..., Volatility Arbitrage, Work in A Fast Paced..., Managing Deadlines, Bond Pricing, OTC, NAV Analysis, Mutual Funds, Financial Markets, Monetary Policy, Regression Models, International Economics, Equity Research, Capital Markets, Currency Exchange, Interest Rate Hedging, Financial Risk..., Fundamental Analysis, Technical Analysis, Airline Economics, Business Analysis, Program Implementation, Trading Strategies, US GAAP, IFRS, Institutional..., Investment Strategies, Hedge Accounting, Microsoft Excel
Education
CFA Institute 2010 — 2014
Rice University 2010 — 2010
Texas State University 2005 — 2008
Bachelor, Finance
Kingwood High School 2000 — 2004
Thomaz Cardoso de Almeida Thomaz Cardoso de Almeida's CFA Institute Experience December 2014 - March 2015
Job Analyst at TorreyCove Capital Partners LLC
Industry Venture Capital & Private Equity
Experience
TorreyCove Capital Partners LLC July 2015 - Present
TorreyCove Capital Partners LLC March 2014 - June 2015
Bloomberg LP August 2013 - May 2015
CFA Institute December 2014 - March 2015
Aztec Equity Fund August 2014 - December 2014
EDF Renewable Energy July 2013 - September 2013
Grossmont College January 2012 - December 2012
Skills
Data Analysis, Time Management, Financial Accounting, Leadership, Microsoft Excel, Spanish, Bloomberg Terminal, Corporate Finance, PowerPoint, Financial Analysis, Sustainability, Friendly Personality, Project Planning, Private Equity, Due Diligence, Public Speaking, Analysis, Microsoft Word, Financial Modeling, Teamwork
Education
San Diego State University-California State University 2012 — 2015
Bachelor of Business Administration with Distinction in Finance, Finance (Major) and Accounting (Minor), GPA: Major 3.80; Campus 3.73; Overall 3.45
TorreyCove Capital Partners LLC July 2015 - Present
TorreyCove Capital Partners LLC March 2014 - June 2015
Bloomberg LP August 2013 - May 2015
CFA Institute December 2014 - March 2015
Aztec Equity Fund August 2014 - December 2014
EDF Renewable Energy July 2013 - September 2013
Grossmont College January 2012 - December 2012
Skills
Data Analysis, Time Management, Financial Accounting, Leadership, Microsoft Excel, Spanish, Bloomberg Terminal, Corporate Finance, PowerPoint, Financial Analysis, Sustainability, Friendly Personality, Project Planning, Private Equity, Due Diligence, Public Speaking, Analysis, Microsoft Word, Financial Modeling, Teamwork
Education
San Diego State University-California State University 2012 — 2015
Bachelor of Business Administration with Distinction in Finance, Finance (Major) and Accounting (Minor), GPA: Major 3.80; Campus 3.73; Overall 3.45
Jamie Perse Jamie Perse's CFA Institute Experience July 2012 - Present
Job Equity Research Associate Medical Technology and Supplies
Industry Financial Services
Experience
Stifel Financial Corp. September 2015 - Present
CFA Institute July 2012 - Present
Teach For America June 2013 - July 2015
Oberon Asset Management February 2013 - June 2013
J.P. Morgan June 2012 - August 2012
MVision Private Equity Advisers June 2011 - August 2011
Global Platinum Securities January 2010 - January 2011
University of Colorado Finance Club August 2008 - May 2009
Skills
Valuation, Investments, Leadership, Equities, Analysis, Bloomberg Terminal, Private Equity, Microsoft Excel, PowerPoint, Financial Modeling, Financial Analysis, Finance, Research, Bloomberg, Corporate Finance, Equity Research, Economics, Data Analysis, Teamwork
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2013
Bachelor's Degree
Singapore American School
Singapore American School
Stifel Financial Corp. September 2015 - Present
CFA Institute July 2012 - Present
Teach For America June 2013 - July 2015
Oberon Asset Management February 2013 - June 2013
J.P. Morgan June 2012 - August 2012
MVision Private Equity Advisers June 2011 - August 2011
Global Platinum Securities January 2010 - January 2011
University of Colorado Finance Club August 2008 - May 2009
Skills
Valuation, Investments, Leadership, Equities, Analysis, Bloomberg Terminal, Private Equity, Microsoft Excel, PowerPoint, Financial Modeling, Financial Analysis, Finance, Research, Bloomberg, Corporate Finance, Equity Research, Economics, Data Analysis, Teamwork
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2013
Bachelor's Degree
Singapore American School
Singapore American School
Jeff Schwamberger's CFA Institute Experience August 2013 - August 2013
Job User Experience and Info Architecture Consultant
Industry Internet
Experience
Jeffrey Alan Schwamberger Consulting September 2001 - Present
CFA Institute August 2013 - August 2013
Limelight Networks January 2013 - April 2013
LinkedIn March 2012 - June 2012
Hitachi Data Systems December 2010 - September 2011
Hewlett-Packard November 2009 - June 2010
Quindi Corporation June 2009 - October 2009
Hewlett-Packard February 2009 - October 2009
NetApp May 2007 - October 2008
Hewlett-Packard Laboratories February 2008 - June 2008
Skills
User Experience Design, User Interface Design, Information Architecture, Contextual Inquiry, Persona Creation, Mental Models, User Stories, User Scenarios, Wireframes, Prototype, Design Specifications, User-centered Design, Interaction Design, Project Management, Agile Methodologies, User Research, Heuristic Evaluation, Task Analysis, Storyboarding, Workflow, Flow Diagrams, Paper Prototyping, Mockups, User Experience Testing, Usability Testing, Information Design, User Experience, E-commerce, Mobile Devices, Content Management, Card Sorting, Web Applications
Education
The Ohio State University 1972 — 1980
Ph.D.
The Ohio State University
M.A.
University of Dayton
B.A.
Jeffrey Alan Schwamberger Consulting September 2001 - Present
CFA Institute August 2013 - August 2013
Limelight Networks January 2013 - April 2013
LinkedIn March 2012 - June 2012
Hitachi Data Systems December 2010 - September 2011
Hewlett-Packard November 2009 - June 2010
Quindi Corporation June 2009 - October 2009
Hewlett-Packard February 2009 - October 2009
NetApp May 2007 - October 2008
Hewlett-Packard Laboratories February 2008 - June 2008
Skills
User Experience Design, User Interface Design, Information Architecture, Contextual Inquiry, Persona Creation, Mental Models, User Stories, User Scenarios, Wireframes, Prototype, Design Specifications, User-centered Design, Interaction Design, Project Management, Agile Methodologies, User Research, Heuristic Evaluation, Task Analysis, Storyboarding, Workflow, Flow Diagrams, Paper Prototyping, Mockups, User Experience Testing, Usability Testing, Information Design, User Experience, E-commerce, Mobile Devices, Content Management, Card Sorting, Web Applications
Education
The Ohio State University 1972 — 1980
Ph.D.
The Ohio State University
M.A.
University of Dayton
B.A.
Zach Lawrence, CFA's CFA Institute Experience June 2011 - Present
Job President at Venture Corp Dev
Industry Venture Capital & Private Equity
Experience
Venture Corp Dev October 2014 - Present
Acceptd August 2013 - Present
Intelligent Mobile Support, Inc. May 2013 - Present
VentureOhio February 2014 - Present
Ohio TechAngel Funds January 2012 - Present
CFA Institute June 2011 - Present
Skills
Venture Capital, Angel Investing, Start-ups, Capital Raises, Due Diligence, Competitive Analysis, Deal Structuring, Term Sheets, Funding, Fund Administration, Fund Management, Investments, Deal Closing, Economic Development, Acceleration, Incubation, Asset Management, Entrepreneurship, Asset Managment, Valuation, Private Equity, Financial Modeling, Finance, Financial Analysis, Portfolio Management, Analysis, Emerging Markets, Corporate Finance, Capital Markets, Mergers & Acquisitions, Market Research, Financial Advisory, Program Management, Analytics, Alternative Investments, Securities, Negotiation, Investment Management, Financial Services
Education
The Ohio State University 1997 — 2002
BA
Keller Graduate School of Management 2009 — 2010
Master of Accounting & Financial Management
Venture Corp Dev October 2014 - Present
Acceptd August 2013 - Present
Intelligent Mobile Support, Inc. May 2013 - Present
VentureOhio February 2014 - Present
Ohio TechAngel Funds January 2012 - Present
CFA Institute June 2011 - Present
Skills
Venture Capital, Angel Investing, Start-ups, Capital Raises, Due Diligence, Competitive Analysis, Deal Structuring, Term Sheets, Funding, Fund Administration, Fund Management, Investments, Deal Closing, Economic Development, Acceleration, Incubation, Asset Management, Entrepreneurship, Asset Managment, Valuation, Private Equity, Financial Modeling, Finance, Financial Analysis, Portfolio Management, Analysis, Emerging Markets, Corporate Finance, Capital Markets, Mergers & Acquisitions, Market Research, Financial Advisory, Program Management, Analytics, Alternative Investments, Securities, Negotiation, Investment Management, Financial Services
Education
The Ohio State University 1997 — 2002
BA
Keller Graduate School of Management 2009 — 2010
Master of Accounting & Financial Management
Lynne Witter's CFA Institute Experience June 2009 - Present
Job Web professional specializing in content management, content strategy and content analytics
Industry Financial Services
Experience
CFA Institute June 2009 - Present
Analysis Exchange March 2012 - May 2012
Talecris Biotherapeutics, Inc. June 2000 - June 2009
Education
University of British Columbia 2011 — 2012
Award of Achievement in Web Analytics
University of Maryland University College 2003 — 2009
The University of Georgia 1996 — 1998
M.A.
CFA Institute June 2009 - Present
Analysis Exchange March 2012 - May 2012
Talecris Biotherapeutics, Inc. June 2000 - June 2009
Education
University of British Columbia 2011 — 2012
Award of Achievement in Web Analytics
University of Maryland University College 2003 — 2009
The University of Georgia 1996 — 1998
M.A.
Leyla Kassem's CFA Institute Experience September 2011 - Present
Job Experienced Institutional Client Service Professional
Industry Investment Management
Experience
Wells Capital Management 2005 - Present
CFA Institute September 2011 - Present
CFA Society of Minnesota September 2009 - August 2011
Lowry Hill 2000 - 2003
RBC Dain Rauscher 1992 - 1998
Skills
Asset Management, Equities, Institutional Marketing, Portfolio Management, Investment Management, Private Equity, Marketing, Asset Managment, Financial Services, Risk Management, Investment Banking, Mergers & Acquisitions, Financial Modeling, Analysis, Finance, Equity Valuation, Investment Advisory, Financial Analysis, Asset Allocation, Emerging Markets, Corporate Finance, Relationship Management
Education
University of Minnesota - Carlson School of Management
MBA, Finance
Wells Capital Management 2005 - Present
CFA Institute September 2011 - Present
CFA Society of Minnesota September 2009 - August 2011
Lowry Hill 2000 - 2003
RBC Dain Rauscher 1992 - 1998
Skills
Asset Management, Equities, Institutional Marketing, Portfolio Management, Investment Management, Private Equity, Marketing, Asset Managment, Financial Services, Risk Management, Investment Banking, Mergers & Acquisitions, Financial Modeling, Analysis, Finance, Equity Valuation, Investment Advisory, Financial Analysis, Asset Allocation, Emerging Markets, Corporate Finance, Relationship Management
Education
University of Minnesota - Carlson School of Management
MBA, Finance
Tim Fyffe's CFA Institute Experience June 1994 - September 2013
Job Sr. VP Portfolio Manager at Central Bank & Trust
Industry Investment Management
Experience
Central Bank & Trust March 2006 - Present
CFA Institute June 1994 - September 2013
BB&T 1999 - 2006
Skills
Financial Analysis, Strategic Planning, Corporate Finance, Equities, Fixed Income, Portfolio Management, Banking, Investments, Financial Modeling, Derivatives, Economics, Risk Management, Capital Markets, Asset Management, Strategic Financial..., Financial Markets, Valuation, Asset Allocation
Education
CFA designaton
University of Kentucky 1976 — 1980
B.S., Finance
Central Bank & Trust March 2006 - Present
CFA Institute June 1994 - September 2013
BB&T 1999 - 2006
Skills
Financial Analysis, Strategic Planning, Corporate Finance, Equities, Fixed Income, Portfolio Management, Banking, Investments, Financial Modeling, Derivatives, Economics, Risk Management, Capital Markets, Asset Management, Strategic Financial..., Financial Markets, Valuation, Asset Allocation
Education
CFA designaton
University of Kentucky 1976 — 1980
B.S., Finance
Andy Kearney's CFA Institute Experience November 1999 - Present
Job Director, Global Collaboration & Data Management Services
Industry Nonprofit Organization Management
Experience
CFA Institute November 1999 - Present
Education
Truman State University 1991 — 1995
CFA Institute November 1999 - Present
Education
Truman State University 1991 — 1995
Clay Singleton's CFA Institute Experience August 1995 - October 1998
Job Professor at Rollins College
Industry Education Management
Experience
Rollins College September 2002 - Present
Ibbotson Associates May 1999 - August 2002
CFA Institute August 1995 - October 1998
Skills
Higher Education, Teaching, Public Speaking, Strategic Planning, Finance, Investments, Data Analysis, Fundraising, Nonprofits, Leadership Development, Training, Consulting, Event Planning, Social Media
Education
University of Missouri-Columbia 1977 — 1979
Doctor of Philosophy (Ph.D.), Finance, Accounting and Economics
University of Missouri-Columbia, College of Business 1974 — 1975
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Washington University in St. Louis 1965 — 1969
Bachelor's of Arts and Sciences, Political Science and Government
Rollins College September 2002 - Present
Ibbotson Associates May 1999 - August 2002
CFA Institute August 1995 - October 1998
Skills
Higher Education, Teaching, Public Speaking, Strategic Planning, Finance, Investments, Data Analysis, Fundraising, Nonprofits, Leadership Development, Training, Consulting, Event Planning, Social Media
Education
University of Missouri-Columbia 1977 — 1979
Doctor of Philosophy (Ph.D.), Finance, Accounting and Economics
University of Missouri-Columbia, College of Business 1974 — 1975
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Washington University in St. Louis 1965 — 1969
Bachelor's of Arts and Sciences, Political Science and Government
Luis Garcia-Feijoo, Ph.D., CFA's CFA Institute Experience May 2007 - July 2009
Job Associate Professor of Finance at Florida Atlantic University
Industry Capital Markets
Experience
Florida Atlantic University August 2014 - Present
Florida Atlantic University August 2009 - Present
CFA Institute May 2007 - July 2009
Creighton University August 2001 - May 2007
Skills
Economics, Asset Allocation, Valuation, Financial Modeling, Portfolio Management, Risk Management, Investments, Corporate Finance, Financial Analysis, Bloomberg, Finance, Managerial Finance, Hedge Funds, Fixed Income, Asset Management, Capital Markets, Alternative Investments, Equities
Education
University of Missouri-Columbia 1997 — 2001
Ph.D., Finance
Florida Atlantic University August 2014 - Present
Florida Atlantic University August 2009 - Present
CFA Institute May 2007 - July 2009
Creighton University August 2001 - May 2007
Skills
Economics, Asset Allocation, Valuation, Financial Modeling, Portfolio Management, Risk Management, Investments, Corporate Finance, Financial Analysis, Bloomberg, Finance, Managerial Finance, Hedge Funds, Fixed Income, Asset Management, Capital Markets, Alternative Investments, Equities
Education
University of Missouri-Columbia 1997 — 2001
Ph.D., Finance
James Eckis, CFA, CTP's CFA Institute Experience 2008 - Present
Job Manager of Corporate Treasury at SunGard
Industry Financial Services
Experience
SunGard October 2010 - Present
CFA Institute 2008 - Present
CoActiv Capital Partners Inc March 2009 - October 2010
Popular Financial Holdings May 2005 - January 2009
Popular Financial Holdings January 2004 - May 2005
Henkels & McCoy November 1999 - December 2003
Copelco Financial Services Group 1998 - 1999
American Real Estate Investment Corp 1997 - 1998
Skills
Capital Structure, Cash Flow Forecasting, Benchmarking, Securitization, Valuation, Structured Finance, Corporate Finance, Financial Modeling, Capital Markets, MBS, Derivatives, Financial Analysis, Cash Management, Foreign Exchange, FX trading, FX Hedging, Investments, Treasury Management, Financial Services, Finance
Education
Villanova University 1997 — 1998
MBA, Finance
University of Delaware 1989 — 1993
BA, History
Camden Catholic 1985 — 1989
St. Peter Celestine
SunGard October 2010 - Present
CFA Institute 2008 - Present
CoActiv Capital Partners Inc March 2009 - October 2010
Popular Financial Holdings May 2005 - January 2009
Popular Financial Holdings January 2004 - May 2005
Henkels & McCoy November 1999 - December 2003
Copelco Financial Services Group 1998 - 1999
American Real Estate Investment Corp 1997 - 1998
Skills
Capital Structure, Cash Flow Forecasting, Benchmarking, Securitization, Valuation, Structured Finance, Corporate Finance, Financial Modeling, Capital Markets, MBS, Derivatives, Financial Analysis, Cash Management, Foreign Exchange, FX trading, FX Hedging, Investments, Treasury Management, Financial Services, Finance
Education
Villanova University 1997 — 1998
MBA, Finance
University of Delaware 1989 — 1993
BA, History
Camden Catholic 1985 — 1989
St. Peter Celestine
Jack Cockerill's CFA Institute Experience 2002 - Present
Job SVP, Portfolio Manager, U. S. Trust, Bank of America Private Wealth Management
Industry Investment Management
Experience
U. S. Trust, Bank of America Private Wealth Management Board MemberUnited Way of Greater New HavenDecember 2010 - Present
Hartford CFA Society 2008 - Present
CFA Institute 2002 - Present
Hartford CFA Society 2008 - 2009
Wachovia 1998 - 2002
Union Trust Co. 1981 - 2002
Skills
Asset Allocation, Portfolio Management, Wealth Management, Investments, Banking, Asset Management, Equities, Hedge Funds, Alternative Investments, Fixed Income, Mergers & Acquisitions, Mutual Funds, Securities, Investment Strategies, Investment Management, Valuation, Bloomberg, Capital Markets, Investment Advisory, Bonds, Derivatives, Equity Research, Equity Valuation, Estate Planning, Financial Advisory, Financial Modeling, Financial Risk, Financial Services, Options, Retirement, Retirement Planning, Strategic Financial..., Structured Finance, Trading, Wealth Management...
Education
Sacred Heart University 1977 — 1981
U. S. Trust, Bank of America Private Wealth Management Board MemberUnited Way of Greater New HavenDecember 2010 - Present
Hartford CFA Society 2008 - Present
CFA Institute 2002 - Present
Hartford CFA Society 2008 - 2009
Wachovia 1998 - 2002
Union Trust Co. 1981 - 2002
Skills
Asset Allocation, Portfolio Management, Wealth Management, Investments, Banking, Asset Management, Equities, Hedge Funds, Alternative Investments, Fixed Income, Mergers & Acquisitions, Mutual Funds, Securities, Investment Strategies, Investment Management, Valuation, Bloomberg, Capital Markets, Investment Advisory, Bonds, Derivatives, Equity Research, Equity Valuation, Estate Planning, Financial Advisory, Financial Modeling, Financial Risk, Financial Services, Options, Retirement, Retirement Planning, Strategic Financial..., Structured Finance, Trading, Wealth Management...
Education
Sacred Heart University 1977 — 1981
Kenneth A. Kim, PhD's CFA Institute Experience 2003 - 2004
Job Chief Financial Strategist at EQIS
Industry Financial Services
Experience
EQIS March 2014 - Present
Renmin University of China September 2011 - Present
State University of New York at Buffalo 2002 - Present
Securities Litigation and Consulting Group 2006 - 2009
CFA Institute 2003 - 2004
Kuala Lumpur Stock Exchange 2001 - 2004
UW Credit Union 2000 - 2002
University of Wisconsin Milwaukee 1997 - 2002
US Securities and Exchange Commission 1998 - 1999
Skills
Financial Modeling, Statistics, Economics, Quantitative Analytics, Data Analysis, Teaching, Econometrics, Valuation, Statistical Modeling, Financial Analysis, Research, SPSS, Analysis, Stata, SAS, Finance, Higher Education, Corporate Finance
Education
University of Rhode Island 1992 — 1997
Doctor of Philosophy (PhD), Finance
University of Detroit Mercy 1990 — 1992
Master of Business Administration (MBA)
University of Michigan 1986 — 1990
Bachelor of Arts (B.A.), Economics
EQIS March 2014 - Present
Renmin University of China September 2011 - Present
State University of New York at Buffalo 2002 - Present
Securities Litigation and Consulting Group 2006 - 2009
CFA Institute 2003 - 2004
Kuala Lumpur Stock Exchange 2001 - 2004
UW Credit Union 2000 - 2002
University of Wisconsin Milwaukee 1997 - 2002
US Securities and Exchange Commission 1998 - 1999
Skills
Financial Modeling, Statistics, Economics, Quantitative Analytics, Data Analysis, Teaching, Econometrics, Valuation, Statistical Modeling, Financial Analysis, Research, SPSS, Analysis, Stata, SAS, Finance, Higher Education, Corporate Finance
Education
University of Rhode Island 1992 — 1997
Doctor of Philosophy (PhD), Finance
University of Detroit Mercy 1990 — 1992
Master of Business Administration (MBA)
University of Michigan 1986 — 1990
Bachelor of Arts (B.A.), Economics
Michelle Laux, CFA's CFA Institute Experience June 2014 - Present
Job Director, Examination Development at CFA Institute
Industry Investment Management
Experience
CFA Institute June 2014 - Present
PNC Wealth Management April 2012 - June 2014
CFA Institute June 1998 - June 2014
First Financial Bank December 2008 - March 2012
National City Bank November 1999 - November 2008
Key Bank July 1998 - November 1999
The National Bank & Trust Company May 1993 - July 1998
PNC Bank July 1985 - May 1993
Skills
Equity Portfolio..., Fixed Income Portfolio..., Alternative Investments, Portfolio Management, Investments, Wealth Management, Asset Allocation, Investment Management, Asset Managment, Mutual Funds, Equities, Financial Analysis, Investment Advisory, Asset Management, Hedge Funds, Strategy, Fixed Income, Leadership
Education
University of Cincinnati College of Business 1982 — 1987
B.A., Marketing, Management
CFA Institute
CFA, Financial Analysis & Portfolio Management, 1994
CFA Institute June 2014 - Present
PNC Wealth Management April 2012 - June 2014
CFA Institute June 1998 - June 2014
First Financial Bank December 2008 - March 2012
National City Bank November 1999 - November 2008
Key Bank July 1998 - November 1999
The National Bank & Trust Company May 1993 - July 1998
PNC Bank July 1985 - May 1993
Skills
Equity Portfolio..., Fixed Income Portfolio..., Alternative Investments, Portfolio Management, Investments, Wealth Management, Asset Allocation, Investment Management, Asset Managment, Mutual Funds, Equities, Financial Analysis, Investment Advisory, Asset Management, Hedge Funds, Strategy, Fixed Income, Leadership
Education
University of Cincinnati College of Business 1982 — 1987
B.A., Marketing, Management
CFA Institute
CFA, Financial Analysis & Portfolio Management, 1994
Iris Uhlmann's CFA Institute Experience 1999 - 2013
Job Independent Financial Services Professional
Industry Financial Services
Experience
Call Capital & Finance September 2001 - Present
CFA Institute 1999 - 2013
LGT Germany December 2001 - September 2004
Sal. Oppenheim January 1988 - September 2001
Skills
Chartered Financial..., Investments, Portfolio Management, Asset Managment, Equities, Asset Management, Financial Modeling, Finance, Valuation, Capital Markets, Financial Markets, Fixed Income, Alternative Investments, Hedge Funds, Investment Banking, Private Equity
Education
University of Bradford 1998 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 1997 — 2000
Master's degree, Investment Research; Asset Management
Technische Universität Berlin
Dr.rer.oec., Finance & Economics
Call Capital & Finance September 2001 - Present
CFA Institute 1999 - 2013
LGT Germany December 2001 - September 2004
Sal. Oppenheim January 1988 - September 2001
Skills
Chartered Financial..., Investments, Portfolio Management, Asset Managment, Equities, Asset Management, Financial Modeling, Finance, Valuation, Capital Markets, Financial Markets, Fixed Income, Alternative Investments, Hedge Funds, Investment Banking, Private Equity
Education
University of Bradford 1998 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 1997 — 2000
Master's degree, Investment Research; Asset Management
Technische Universität Berlin
Dr.rer.oec., Finance & Economics
Kelly Garthwaite's CFA Institute Experience January 2007 - January 2008
Job Technical Writer at MicroStrategy
Industry Information Technology and Services
Experience
MicroStrategy February 2008 - Present
CFA Institute January 2007 - January 2008
Education
Radford University 2001 — 2005
English, Technical Writing and Literature
MicroStrategy February 2008 - Present
CFA Institute January 2007 - January 2008
Education
Radford University 2001 — 2005
English, Technical Writing and Literature
Bento Lobo, Ph.D., CFA's CFA Institute Experience 2011 - 2012
Job First Tennessee Bank Distinguished Professor of Finance
Industry Higher Education
Experience
UTC August 2011 - Present
CFA Institute 2011 - 2012
University of Tennessee at Chattanooga August 2005 - July 2011
University of Tennessee at Chattanooga August 2002 - July 2005
UL Lafayette 1996 - 2002
DSP-Merrill Lynch 1989 - 1990
Education
CFA Institute
CFA Charter
University of New Orleans 1990 — 1995
Ph.D, Financial Economics
University of Mumbai 1987 — 1989
MMS, Finance
St. Xavier's College 1982 — 1987
B.A., Economics
St. Xavier's High School (Mumbai)
UTC August 2011 - Present
CFA Institute 2011 - 2012
University of Tennessee at Chattanooga August 2005 - July 2011
University of Tennessee at Chattanooga August 2002 - July 2005
UL Lafayette 1996 - 2002
DSP-Merrill Lynch 1989 - 1990
Education
CFA Institute
CFA Charter
University of New Orleans 1990 — 1995
Ph.D, Financial Economics
University of Mumbai 1987 — 1989
MMS, Finance
St. Xavier's College 1982 — 1987
B.A., Economics
St. Xavier's High School (Mumbai)
Jack Lippincott's CFA Institute Experience 2000 - Present
Job Retired Division Manager City of Houston
Industry Government Administration
Experience
University of Phoenix January 2004 - Present
CFA Institute 2000 - Present
Houston Society of CPAs 1976 - 2013
CFA Houston Society 1996 - 2012
Skills
Public Speaking, Teaching, Economics, Quantitative Analytics, Statistics, Research, Higher Education, Program Management, Valuation, Data Analysis, University Teaching, Investment Strategies, Nonprofits, Analysis, Critical Thinking, Financial Analysis, Leadership Development, Leadership, Financial Modeling, Proposal Writing, Asset Allocation, Risk Management, Management Consulting, Investment Management, Portfolio Management, Investments, Corporate Finance, Asset Management, Alternative Investments, Strategic Financial..., Fundraising, Options, Investment Advisory, Financial Advisory, Entrepreneurship, Mutual Funds, Finance, Securities, Equity Research, Business Valuation, Equities, Due Diligence, Fixed Income
Education
Rice University 1964 — 1968
Bachelor of Arts (BA), Geology/Earth Science, General
University of Houston
Master's degree, Accounting
University of Phoenix January 2004 - Present
CFA Institute 2000 - Present
Houston Society of CPAs 1976 - 2013
CFA Houston Society 1996 - 2012
Skills
Public Speaking, Teaching, Economics, Quantitative Analytics, Statistics, Research, Higher Education, Program Management, Valuation, Data Analysis, University Teaching, Investment Strategies, Nonprofits, Analysis, Critical Thinking, Financial Analysis, Leadership Development, Leadership, Financial Modeling, Proposal Writing, Asset Allocation, Risk Management, Management Consulting, Investment Management, Portfolio Management, Investments, Corporate Finance, Asset Management, Alternative Investments, Strategic Financial..., Fundraising, Options, Investment Advisory, Financial Advisory, Entrepreneurship, Mutual Funds, Finance, Securities, Equity Research, Business Valuation, Equities, Due Diligence, Fixed Income
Education
Rice University 1964 — 1968
Bachelor of Arts (BA), Geology/Earth Science, General
University of Houston
Master's degree, Accounting
Mahesh Gehani, CFA's CFA Institute Experience 2006 - 2012
Job President at Optimal Realty Capital
Industry Real Estate
Experience
Optimal Realty Capital 2014 - Present
NexBank SSB February 2009 - July 2014
CFA Institute 2006 - 2012
Optimal Realty Capital March 2007 - February 2009
N3 Capital March 2006 - February 2007
Bank of America 2002 - 2006
Sabre Holdings 1999 - 2002
Skills
Spanish, Portfolio Management, Investments, Corporate Finance, Due Diligence, Valuation, Banking, Investment Management, Real Estate Economics, Credit Analysis, Structured Finance, Credit, Finance, Financial Modeling, Asset Management, Commercial Real Estate, Management
Education
The University of Texas at Austin 1995 — 1997
Master in Professional Accounting
University of Maryland College Park 1989 — 1993
BA, Economics
Optimal Realty Capital 2014 - Present
NexBank SSB February 2009 - July 2014
CFA Institute 2006 - 2012
Optimal Realty Capital March 2007 - February 2009
N3 Capital March 2006 - February 2007
Bank of America 2002 - 2006
Sabre Holdings 1999 - 2002
Skills
Spanish, Portfolio Management, Investments, Corporate Finance, Due Diligence, Valuation, Banking, Investment Management, Real Estate Economics, Credit Analysis, Structured Finance, Credit, Finance, Financial Modeling, Asset Management, Commercial Real Estate, Management
Education
The University of Texas at Austin 1995 — 1997
Master in Professional Accounting
University of Maryland College Park 1989 — 1993
BA, Economics
Laura Sider's CFA Institute Experience 2007 - 2008
Job Assistant Department Head, Librarian for Front Line Services at Sterling Memorial and Bass Libraries, Yale University
Industry Libraries
Experience
Sterling Memorial and Bass Libraries, Yale University January 2013 - Present
Yale University September 2008 - December 2012
CFA Institute 2007 - 2008
Skills
Library Instruction, Library, Research, Academic Libraries, Information Literacy, Libraries, Cataloging, Digital Libraries, Library Science, Collection Development, Archives, Library Research, Metadata, Library Management
Education
The Catholic University of America 2005 — 2007
MLIS, Library Science
University of Connecticut 2001 — 2005
BA, English
Sterling Memorial and Bass Libraries, Yale University January 2013 - Present
Yale University September 2008 - December 2012
CFA Institute 2007 - 2008
Skills
Library Instruction, Library, Research, Academic Libraries, Information Literacy, Libraries, Cataloging, Digital Libraries, Library Science, Collection Development, Archives, Library Research, Metadata, Library Management
Education
The Catholic University of America 2005 — 2007
MLIS, Library Science
University of Connecticut 2001 — 2005
BA, English
Margaret Fisher's CFA Institute Experience May 2011 - March 2013
Job Stewardship and Campaign Manager at Virginia Athletics Foundation
Industry Fund-Raising
Experience
Virginia Athletics Foundation September 2013 - Present
Virginia Athletics Foundation March 2013 - September 2013
CFA Institute May 2011 - March 2013
CFA Institute November 2009 - May 2011
The Aspen Institute June 2008 - November 2009
Skills
Fundraising, Nonprofits, Social Media, Volunteer Management, Event Planning, Grant Writing, Research, Community Outreach
Education
Randolph-Macon College 2004 — 2008
Bachelor of Arts, Art Management, Art History, Studio Art, Religion
Virginia Athletics Foundation September 2013 - Present
Virginia Athletics Foundation March 2013 - September 2013
CFA Institute May 2011 - March 2013
CFA Institute November 2009 - May 2011
The Aspen Institute June 2008 - November 2009
Skills
Fundraising, Nonprofits, Social Media, Volunteer Management, Event Planning, Grant Writing, Research, Community Outreach
Education
Randolph-Macon College 2004 — 2008
Bachelor of Arts, Art Management, Art History, Studio Art, Religion
Iqbal Tejpar's CFA Institute Experience 2006 - 2012
Job Vice President and Portfolio Manager, RT Wealth Management, BMO Nesbitt Burns Inc
Industry Investment Management
Experience
RT Wealth Management, BMO Nesbitt Burns Inc 2006 - Present
CFA Institute 2006 - 2012
TD Waterhouse Private Investment Counsel 1996 - 2006
KPMG Canada 1995 - 1996
Skills
Wealth Management, Investments, Research, Business Ethics, Risk Management, Estate Planning, Endowments, Trusts, Tax Planning, High Net Worth..., Investment Strategies, Finance, Mutual Funds, Asset Management, Asset Allocation, Investment Management, Wealth Management..., Portfolio Management, Financial Analysis, Equities
Education
CFA Institute
CFA Charterholder
The Institute of Chartered Accountants of British Columbia
CA
The Institute of Chartered Accountants of Scotland
CA
University of Aberdeen 1979 — 1983
B.Sc., Physiology
RT Wealth Management, BMO Nesbitt Burns Inc 2006 - Present
CFA Institute 2006 - 2012
TD Waterhouse Private Investment Counsel 1996 - 2006
KPMG Canada 1995 - 1996
Skills
Wealth Management, Investments, Research, Business Ethics, Risk Management, Estate Planning, Endowments, Trusts, Tax Planning, High Net Worth..., Investment Strategies, Finance, Mutual Funds, Asset Management, Asset Allocation, Investment Management, Wealth Management..., Portfolio Management, Financial Analysis, Equities
Education
CFA Institute
CFA Charterholder
The Institute of Chartered Accountants of British Columbia
CA
The Institute of Chartered Accountants of Scotland
CA
University of Aberdeen 1979 — 1983
B.Sc., Physiology
Sara Courson's CFA Institute Experience November 2012 - May 2013
Job Project Manager at Room Key
Industry Computer Software
Experience
Room Key May 2013 - Present
CFA Institute November 2012 - May 2013
Silverchair June 2012 - November 2012
Silverchair November 2010 - June 2012
Silverchair May 2010 - November 2010
Silverchair October 2009 - May 2010
Andrews Creative Worldwide, LLC. January 2009 - May 2009
Ausley, Algert, Robertson & Flores May 2007 - August 2007
Skills
Certified Scrum Master..., Agile, JIRA, Editing, Agile Methodologies, Technical Writing, Copy Editing, Research, SharePoint, Microsoft Office, HTML, Proofreading, Databases, Scrum, Publications, XML, Software Documentation, Editorial, Social Media, Content Management, Web Applications, Agile Project Management, Web Content Management, WordPress, Online Publishing, Visio, XSLT, User Experience, CMS
Education
William & Mary 2005 — 2009
Bachelor of Arts, English, Minor in German
The University of Edinburgh 2008 — 2008
Scottish Literature
Room Key May 2013 - Present
CFA Institute November 2012 - May 2013
Silverchair June 2012 - November 2012
Silverchair November 2010 - June 2012
Silverchair May 2010 - November 2010
Silverchair October 2009 - May 2010
Andrews Creative Worldwide, LLC. January 2009 - May 2009
Ausley, Algert, Robertson & Flores May 2007 - August 2007
Skills
Certified Scrum Master..., Agile, JIRA, Editing, Agile Methodologies, Technical Writing, Copy Editing, Research, SharePoint, Microsoft Office, HTML, Proofreading, Databases, Scrum, Publications, XML, Software Documentation, Editorial, Social Media, Content Management, Web Applications, Agile Project Management, Web Content Management, WordPress, Online Publishing, Visio, XSLT, User Experience, CMS
Education
William & Mary 2005 — 2009
Bachelor of Arts, English, Minor in German
The University of Edinburgh 2008 — 2008
Scottish Literature
Jianing Liu's CFA Institute Experience June 2009 - Present
Job Senior Analyst at Huatai United Securities
Industry Investment Management
Experience
Huatai United Securities September 2009 - Present
CFA Institute June 2009 - Present
Guotv Communication (Beijing) Co., Ltd November 2006 - February 2008
Beijing Fonenet Information Co., Ltd January 2004 - October 2006
Beijing Youle Information Co., Ltd April 2000 - May 2002
Education
CFA Institute 2009 — 2011
University of Illinois at Chicago 2008 — 2009
MBA, Internatioanl Management
Tsinghua University 1997 — 2001
BEng, Engineering Physics
Huatai United Securities September 2009 - Present
CFA Institute June 2009 - Present
Guotv Communication (Beijing) Co., Ltd November 2006 - February 2008
Beijing Fonenet Information Co., Ltd January 2004 - October 2006
Beijing Youle Information Co., Ltd April 2000 - May 2002
Education
CFA Institute 2009 — 2011
University of Illinois at Chicago 2008 — 2009
MBA, Internatioanl Management
Tsinghua University 1997 — 2001
BEng, Engineering Physics
David Wethe's CFA Institute Experience January 2013 - Present
Job Energy Reporter at Bloomberg News
Industry Writing and Editing
Experience
Bloomberg News July 2008 - Present
CFA Institute January 2013 - Present
Fort Worth Star-Telegram January 2004 - July 2008
David Cay Johnston July 2006 - December 2006
Knight Center for Specialized Journalism February 2005 - February 2005
The New York Times October 2003 - November 2004
Kurt Eichenwald June 2003 - October 2004
Dallas Business Journal January 2001 - December 2003
Investigative Reporters and Editors July 1999 - December 2000
Skills
Business Journalism, Journalism, Copy Editing, Editing, Breaking News, News Writing, Storytelling, Editorial, Web Content, Newspaper, Feature Articles, Blogging, Newspapers
Education
University of Missouri-Columbia 1997 — 2000
Bachelor of Journalism, News-Ed
University of North Texas 1996 — 1997
Bloomberg News July 2008 - Present
CFA Institute January 2013 - Present
Fort Worth Star-Telegram January 2004 - July 2008
David Cay Johnston July 2006 - December 2006
Knight Center for Specialized Journalism February 2005 - February 2005
The New York Times October 2003 - November 2004
Kurt Eichenwald June 2003 - October 2004
Dallas Business Journal January 2001 - December 2003
Investigative Reporters and Editors July 1999 - December 2000
Skills
Business Journalism, Journalism, Copy Editing, Editing, Breaking News, News Writing, Storytelling, Editorial, Web Content, Newspaper, Feature Articles, Blogging, Newspapers
Education
University of Missouri-Columbia 1997 — 2000
Bachelor of Journalism, News-Ed
University of North Texas 1996 — 1997
Ganesh Murugappan's CFA Institute Experience July 2008 - August 2010
Job Vice President at Goldman Sachs
Industry Information Technology and Services
Experience
Goldman Sachs August 2010 - Present
CFA Institute July 2008 - August 2010
Cypress Semiconductor January 2001 - August 2010
Micron Technology June 2000 - September 2000
Skills
SQL, C, Project Management, Java, Business Analysis, Perl, C++, Linux, Programming, Matlab, Software Development, Agile Methodologies, Requirements Analysis, Software Project..., XML, Scrum, Oracle, SDLC, Data Analysis, Unix
Education
University of Kentucky 2007 — 2010
MBA, Finance
University of Cincinnati 1999 — 2000
MS, Engineering
College of Engineering Guindy, Chennai 1995 — 1999
BE, Engineering
Goldman Sachs August 2010 - Present
CFA Institute July 2008 - August 2010
Cypress Semiconductor January 2001 - August 2010
Micron Technology June 2000 - September 2000
Skills
SQL, C, Project Management, Java, Business Analysis, Perl, C++, Linux, Programming, Matlab, Software Development, Agile Methodologies, Requirements Analysis, Software Project..., XML, Scrum, Oracle, SDLC, Data Analysis, Unix
Education
University of Kentucky 2007 — 2010
MBA, Finance
University of Cincinnati 1999 — 2000
MS, Engineering
College of Engineering Guindy, Chennai 1995 — 1999
BE, Engineering
Peter John Rogers's CFA Institute Experience October 2010 - January 2011
Job Associate Portfolio Manager at Bank of the West
Industry Investment Management
Experience
Bank of the West May 2012 - Present
Daniels College of Business September 2010 - March 2011
Training the Street February 2011 - February 2011
CFA Institute October 2010 - January 2011
Daniels College of Business September 2010 - December 2010
Monti's Rotisserie & Bar July 2007 - August 2009
AAA PC Pro January 2003 - August 2009
Trattoria Vino Grigio June 2007 - September 2007
Three Blocks Off March 2007 - June 2007
Tau Kappa Epsilon Fraternity September 2006 - May 2007
Skills
Capital IQ, Morningstar, Bloomberg, Crystal Ball, Statements, Equities, VBA, Modeling, Excel, Thomson One, Statistics, Microsoft Office, Access, SQL, Solver, Data Analysis, DCF, Monte Carlo Simulation, PowerPoint, Word, Microsoft Excel, Leadership, Portfolio Management, Analysis, Investments, Bloomberg Terminal, Financial Modeling, Financial Analysis, Equity Research, Quantitative Analytics, Mutual Funds, Finance, Securities, Due Diligence, Equity Valuation, Customer Service, Financial Accounting, Financial Planning, Asset Management, Alternative Investments, Microsoft Word
Education
University of Denver - Daniels College of Business 2009 — 2011
MS, Finance (Investments)
Sonoma State University 2003 — 2007
BS, Business Administration (Finance)
Bank of the West May 2012 - Present
Daniels College of Business September 2010 - March 2011
Training the Street February 2011 - February 2011
CFA Institute October 2010 - January 2011
Daniels College of Business September 2010 - December 2010
Monti's Rotisserie & Bar July 2007 - August 2009
AAA PC Pro January 2003 - August 2009
Trattoria Vino Grigio June 2007 - September 2007
Three Blocks Off March 2007 - June 2007
Tau Kappa Epsilon Fraternity September 2006 - May 2007
Skills
Capital IQ, Morningstar, Bloomberg, Crystal Ball, Statements, Equities, VBA, Modeling, Excel, Thomson One, Statistics, Microsoft Office, Access, SQL, Solver, Data Analysis, DCF, Monte Carlo Simulation, PowerPoint, Word, Microsoft Excel, Leadership, Portfolio Management, Analysis, Investments, Bloomberg Terminal, Financial Modeling, Financial Analysis, Equity Research, Quantitative Analytics, Mutual Funds, Finance, Securities, Due Diligence, Equity Valuation, Customer Service, Financial Accounting, Financial Planning, Asset Management, Alternative Investments, Microsoft Word
Education
University of Denver - Daniels College of Business 2009 — 2011
MS, Finance (Investments)
Sonoma State University 2003 — 2007
BS, Business Administration (Finance)
Aaron Brown, CFA's CFA Institute Experience May 2012 - Present
Job Director of Portfolio Management at Government of Alberta
Industry Government Administration
Experience
Government of Alberta January 2014 - Present
CFA Institute May 2012 - Present
Edmonton CFA Society June 2005 - August 2014
Alberta Pensions Services Corporation (APS) October 2012 - January 2014
Government of Alberta July 2007 - October 2012
University of Alberta September 2004 - July 2007
RBC Royal Bank 1998 - 2004
Skills
Investments, Risk Management, Corporate Finance, Financial Analysis, Business Strategy, Financial Modeling, Valuation, Capital Markets, Business Analysis, Portfolio Management, Economics, Derivatives, Asset Managment, Equities, Analysis, Investment Strategies, Mutual Funds, Strategic Financial..., Banking, Alternative Investments, Finance, Financial Risk, Hedge Funds, Due Diligence, Investment Management, Private Equity, Emerging Markets, Asset Allocation, Strategic Planning, Strategy, Financial Markets, Financial Services, Data Analysis, Relationship Management, Governance, Quantitative Analytics, Microsoft Excel, Securities, Financial Reporting, Equity Research, Investment Advisory, Wealth Management, Fixed Income
Education
University of Alberta 1993 — 1997
Bachelor of Commerce (BCom), International Business
Government of Alberta January 2014 - Present
CFA Institute May 2012 - Present
Edmonton CFA Society June 2005 - August 2014
Alberta Pensions Services Corporation (APS) October 2012 - January 2014
Government of Alberta July 2007 - October 2012
University of Alberta September 2004 - July 2007
RBC Royal Bank 1998 - 2004
Skills
Investments, Risk Management, Corporate Finance, Financial Analysis, Business Strategy, Financial Modeling, Valuation, Capital Markets, Business Analysis, Portfolio Management, Economics, Derivatives, Asset Managment, Equities, Analysis, Investment Strategies, Mutual Funds, Strategic Financial..., Banking, Alternative Investments, Finance, Financial Risk, Hedge Funds, Due Diligence, Investment Management, Private Equity, Emerging Markets, Asset Allocation, Strategic Planning, Strategy, Financial Markets, Financial Services, Data Analysis, Relationship Management, Governance, Quantitative Analytics, Microsoft Excel, Securities, Financial Reporting, Equity Research, Investment Advisory, Wealth Management, Fixed Income
Education
University of Alberta 1993 — 1997
Bachelor of Commerce (BCom), International Business
Stephanie Ennaco's CFA Institute Experience September 2014 - Present
Job Manager, Board & Corporate Services at CFA Institute
Industry Nonprofit Organization Management
Experience
CFA Institute September 2014 - Present
CFA Institute January 2012 - September 2014
Jefferson Area Board for Aging (JABA) January 2011 - January 2012
Comcast February 2009 - August 2010
Education
The George Washington University 2005 — 2009
BA, English, Political Science
CFA Institute September 2014 - Present
CFA Institute January 2012 - September 2014
Jefferson Area Board for Aging (JABA) January 2011 - January 2012
Comcast February 2009 - August 2010
Education
The George Washington University 2005 — 2009
BA, English, Political Science
Gillian Grigas's CFA Institute Experience June 2013 - Present
Job Conferences Coordinator at CFA Institute
Industry Events Services
Experience
CFA Institute June 2013 - Present
CFA Institute September 2012 - May 2013
Veritas Vineyard August 2011 - August 2012
One Ocean Resort Hotel and Spa March 2010 - July 2011
barcelona-home.com 2009 - 2009
Skills
Event Management, Time Management, Social Media
Education
University of Colorado at Boulder 2005 — 2009
Bachelor of Science, Communication
CFA Institute June 2013 - Present
CFA Institute September 2012 - May 2013
Veritas Vineyard August 2011 - August 2012
One Ocean Resort Hotel and Spa March 2010 - July 2011
barcelona-home.com 2009 - 2009
Skills
Event Management, Time Management, Social Media
Education
University of Colorado at Boulder 2005 — 2009
Bachelor of Science, Communication
Mohini Singh, ACA's CFA Institute Experience February 2010 - Present
Job Director, Financial Reporting Policy at CFA Institute
Industry Financial Services
Experience
CFA Institute February 2010 - Present
Skills
Valuation, Financial Modeling, Financial Reporting, Policy, Emerging Markets, Investments, Corporate Governance, Management Consulting
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2003 — 2005
MA, International Relations
University of Oxford
Master's Degree
University of Oxford
Bachelor's Degree, Philosophy, Politics & Economics
CFA Institute February 2010 - Present
Skills
Valuation, Financial Modeling, Financial Reporting, Policy, Emerging Markets, Investments, Corporate Governance, Management Consulting
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2003 — 2005
MA, International Relations
University of Oxford
Master's Degree
University of Oxford
Bachelor's Degree, Philosophy, Politics & Economics
Bobbie Bean's CFA Institute Experience June 2011 - Present
Job Global Consulting at Global Consulting
Industry Banking
Experience
Global Consulting September 2012 - Present
Travel Joy Hostels June 2012 - Present
CFA Institute June 2011 - Present
John's of 12th Street November 2010 - June 2012
Skills
Entrepreneurship, Consulting, Immigration Law, Financial Analysis, Valuation, Research
Education
CFA Institute 2011 — 2016
CFA designation in progress, Accounting and Finance
South Florida Community College 2006 — 2008
Associate of Arts (AA), Accounting and Finance, 3.55
Baruch College
Global Consulting September 2012 - Present
Travel Joy Hostels June 2012 - Present
CFA Institute June 2011 - Present
John's of 12th Street November 2010 - June 2012
Skills
Entrepreneurship, Consulting, Immigration Law, Financial Analysis, Valuation, Research
Education
CFA Institute 2011 — 2016
CFA designation in progress, Accounting and Finance
South Florida Community College 2006 — 2008
Associate of Arts (AA), Accounting and Finance, 3.55
Baruch College
Ben Oprysko's CFA Institute Experience August 2006 - June 2008
Job Temporary Administrative Assistant at Robert Half
Industry Libraries
Experience
Robert Half July 2013 - Present
Graduate Student 2009 - Present
Hartford Conservatory May 2011 - July 2012
Hartford Children's Theatre April 2010 - May 2011
Synetch Group October 2008 - December 2008
CFA Institute August 2006 - June 2008
Skills
Time Management, Fundraising, Spreadsheets, Editing, Invoicing, Research, Data Entry, Event Planning, Office Management, Administration, Access, Outlook, Administrative..., PowerPoint, Microsoft Office
Education
Southern Connecticut State University 2009 — 2011
MLS, Information and Library Science
University of Connecticut 2001 — 2005
BA, English
Robert Half July 2013 - Present
Graduate Student 2009 - Present
Hartford Conservatory May 2011 - July 2012
Hartford Children's Theatre April 2010 - May 2011
Synetch Group October 2008 - December 2008
CFA Institute August 2006 - June 2008
Skills
Time Management, Fundraising, Spreadsheets, Editing, Invoicing, Research, Data Entry, Event Planning, Office Management, Administration, Access, Outlook, Administrative..., PowerPoint, Microsoft Office
Education
Southern Connecticut State University 2009 — 2011
MLS, Information and Library Science
University of Connecticut 2001 — 2005
BA, English
Scott D. Brubaker, CFA's CFA Institute Experience October 2013 - Present
Job Wealth Management Advisor / Fund Analyst at Hayashi Wayland
Industry Financial Services
Experience
Hayashi Wayland November 2013 - Present
Hayashi Wayland November 2013 - Present
Pacific Grove Museum of Natural History May 2014 - Present
CFA Institute October 2013 - Present
CNA Financial April 2004 - November 2013
Skills
Risk Management, Financial Analysis, Portfolio Management, Underwriting, Analysis, Management, Corporate Finance, Sales Presentations, Salesforce.com, Executive Management, Insurance, Wealth Management, Mutual Funds, Fundamental Analysis, Investments, Finance
Education
University of California, Davis 1998 — 2002
B/A, Sociology/Economics
Hayashi Wayland November 2013 - Present
Hayashi Wayland November 2013 - Present
Pacific Grove Museum of Natural History May 2014 - Present
CFA Institute October 2013 - Present
CNA Financial April 2004 - November 2013
Skills
Risk Management, Financial Analysis, Portfolio Management, Underwriting, Analysis, Management, Corporate Finance, Sales Presentations, Salesforce.com, Executive Management, Insurance, Wealth Management, Mutual Funds, Fundamental Analysis, Investments, Finance
Education
University of California, Davis 1998 — 2002
B/A, Sociology/Economics
Matthew Prete's CFA Institute Experience September 2013 - March 2014
Job Analyst at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets August 2014 - Present
CFA Institute September 2013 - March 2014
CIBC World Markets May 2013 - August 2013
SIACharts.com May 2012 - July 2012
TransCanada Turbines April 2011 - August 2011
Skills
Customer Service, Financial Modeling, Valuation, Strategic Planning, Mergers & Acquisitions, Research, Analysis, Financial Analysis, Sales, Corporate Finance, Microsoft Excel
Education
The University of Calgary 2009 — 2014
Bachelor of Commerce (B.Com.) With Distinction, Finance, Finance
Investment Banking Institute 2012 — 2012
Bowness High School 2006 — 2009
CIBC World Markets August 2014 - Present
CFA Institute September 2013 - March 2014
CIBC World Markets May 2013 - August 2013
SIACharts.com May 2012 - July 2012
TransCanada Turbines April 2011 - August 2011
Skills
Customer Service, Financial Modeling, Valuation, Strategic Planning, Mergers & Acquisitions, Research, Analysis, Financial Analysis, Sales, Corporate Finance, Microsoft Excel
Education
The University of Calgary 2009 — 2014
Bachelor of Commerce (B.Com.) With Distinction, Finance, Finance
Investment Banking Institute 2012 — 2012
Bowness High School 2006 — 2009
Bobbie Bean's CFA Institute Experience June 2011 - Present
Job Assistant Manager at Travel Joy Hostels
Industry Higher Education
Experience
Travel Joy Hostels June 2012 - Present
CFA Institute June 2011 - Present
Skills
Research, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Customer Service, Social Networking, Data Analysis
Education
CFA Institute 2011 — 2014
South Florida Community College 2008 — 2010
Associate's degree, Accounting and Finance
Travel Joy Hostels June 2012 - Present
CFA Institute June 2011 - Present
Skills
Research, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Customer Service, Social Networking, Data Analysis
Education
CFA Institute 2011 — 2014
South Florida Community College 2008 — 2010
Associate's degree, Accounting and Finance
Dina RATOVOARIVONY's CFA Institute Experience October 2011 - March 2012
Job Maitrise in Applied Finance
Industry Investment Management
Experience
BNP Paribas October 2011 - September 2012
CFA Institute October 2011 - March 2012
Societe Generale April 2011 - September 2011
EVM conseils December 2010 - April 2011
Skills
Trading, Investment Strategies, VBA, Visual C++, Econometrics, English, Business Analysis, Microsoft Excel, Microsoft Office, Risk Management, Obligations/titres à..., Gestion des risques, French, Electronic Trading, Convertible Bonds, Business Valuation, Alternative Investments, Economics, Performance Management, Fixed Income, Bloomberg, Analyse financière, Gestion de portefeuille, Sciences économiques, Produits dérivés, Capitaux propres, Finance
Education
Université du Québec à Montréal 2013 — 2015
Maîtrise in Applied Finance, ingénierie financiere, Obtenu
IAE Gustave Eiffel 2011 — 2012
Master 2 Portfolio Management, Finance, economie, Obtenu
INSCAE 2008 — 2009
Bachelor's degree, Accounting and Finance, Obtenu
INSCAE 2007 — 2008
Bachelor's degree, Business Administration and Management, General, Obtenu
BNP Paribas October 2011 - September 2012
CFA Institute October 2011 - March 2012
Societe Generale April 2011 - September 2011
EVM conseils December 2010 - April 2011
Skills
Trading, Investment Strategies, VBA, Visual C++, Econometrics, English, Business Analysis, Microsoft Excel, Microsoft Office, Risk Management, Obligations/titres à..., Gestion des risques, French, Electronic Trading, Convertible Bonds, Business Valuation, Alternative Investments, Economics, Performance Management, Fixed Income, Bloomberg, Analyse financière, Gestion de portefeuille, Sciences économiques, Produits dérivés, Capitaux propres, Finance
Education
Université du Québec à Montréal 2013 — 2015
Maîtrise in Applied Finance, ingénierie financiere, Obtenu
IAE Gustave Eiffel 2011 — 2012
Master 2 Portfolio Management, Finance, economie, Obtenu
INSCAE 2008 — 2009
Bachelor's degree, Accounting and Finance, Obtenu
INSCAE 2007 — 2008
Bachelor's degree, Business Administration and Management, General, Obtenu
Joshua Verkerk's CFA Institute Experience June 2012 - August 2012
Job Attorney
Industry Law Practice
Experience
Washington and Lee School of Law Community Legal Practice Center August 2012 - May 2013
CFA Institute June 2012 - August 2012
Galveston County District Attorney's Office May 2011 - August 2011
Houston Federal Credit Union January 2008 - August 2010
Skills
Legal Research, Customer Service, Legal Writing, Microsoft Office, Microsoft Excel, Research, Strategic Planning, Loans, Team Building, Financial Services, Loan Servicing, Banking, Insurance, Credit, Insurance Law, Litigation Management, Risk Management, Mortgage Lending, Trials
Education
Washington and Lee University School of Law 2010 — 2013
Doctor of Law (JD)
The University of Texas at Austin 2003 — 2008
BA, History
Washington and Lee School of Law Community Legal Practice Center August 2012 - May 2013
CFA Institute June 2012 - August 2012
Galveston County District Attorney's Office May 2011 - August 2011
Houston Federal Credit Union January 2008 - August 2010
Skills
Legal Research, Customer Service, Legal Writing, Microsoft Office, Microsoft Excel, Research, Strategic Planning, Loans, Team Building, Financial Services, Loan Servicing, Banking, Insurance, Credit, Insurance Law, Litigation Management, Risk Management, Mortgage Lending, Trials
Education
Washington and Lee University School of Law 2010 — 2013
Doctor of Law (JD)
The University of Texas at Austin 2003 — 2008
BA, History
taous amari's CFA Institute Experience 2011 - 2012
Job enseignante chez ecole privé
Industry Financial Services
Experience
ecole privé March 2012 - Present
INSFP April 2011 - October 2012
CFA Institute 2011 - 2012
Education
INSFP 2008 — 2011
TS, informatique bases de données
Université Mouloud Mammeri Tizi-Ouzou 2006 — 2010
licence, sciences commerciales marketing
ecole privé March 2012 - Present
INSFP April 2011 - October 2012
CFA Institute 2011 - 2012
Education
INSFP 2008 — 2011
TS, informatique bases de données
Université Mouloud Mammeri Tizi-Ouzou 2006 — 2010
licence, sciences commerciales marketing
Bob Durling's CFA Institute Experience 2014 - Present
Job Investment/Securities Lead
Industry Investment Management
Experience
CFA Institute 2014 - Present
ATB Securities Inc. 2007 - 2013
ATB Securities Inc. 2004 - 2006
RBC Investor & Treasury Services (Royal Trust Corporation of Canada) 2001 - 2004
RBC Systems & Technology 1997 - 2001
Skills
Mutual Funds, Investments, Banking, Asset Management, Equities, Portfolio Management, Finance, Risk Management, Wealth Management, Analysis, Behavioral Interviewing, Business Process..., Canadian Securities..., Change Management, Coaching Staff, Collaboration, Compliance, CompTIA A+ Certification, Conflict Resolution, Continuing Education, CRM, Cross-platform..., Customer Satisfaction, Diversity & Inclusion, ETFs, Human Resources, Institutional..., Investment Advisory, Investment Management, Leadership, Manage Client..., Management, Mentoring, Microsoft Office, Negotiation, Operations Management, Pension Administration, Pension Funds, Performance Management, Procurement, Project Management, Relationship Management, Sales, Sales Management, Staff Development, Startup Development, Trading, Trust Services, Market Risk, Retirement Planning
Education
CFA (Chartered Financial Analyst) Institute
in-progress
The Banff Centre
Leadership Development
Southern Alberta Institute of Technology
Management Fundamentals
Canadian Securities Institute
CSC Canadian Securities Course, CPH Conduct & Practices Handbook, 30-Day IRT
Institute of Canadian Bankers
AICB Associate of the Institute of Canadian Bankers
The University of Calgary
CFA Institute 2014 - Present
ATB Securities Inc. 2007 - 2013
ATB Securities Inc. 2004 - 2006
RBC Investor & Treasury Services (Royal Trust Corporation of Canada) 2001 - 2004
RBC Systems & Technology 1997 - 2001
Skills
Mutual Funds, Investments, Banking, Asset Management, Equities, Portfolio Management, Finance, Risk Management, Wealth Management, Analysis, Behavioral Interviewing, Business Process..., Canadian Securities..., Change Management, Coaching Staff, Collaboration, Compliance, CompTIA A+ Certification, Conflict Resolution, Continuing Education, CRM, Cross-platform..., Customer Satisfaction, Diversity & Inclusion, ETFs, Human Resources, Institutional..., Investment Advisory, Investment Management, Leadership, Manage Client..., Management, Mentoring, Microsoft Office, Negotiation, Operations Management, Pension Administration, Pension Funds, Performance Management, Procurement, Project Management, Relationship Management, Sales, Sales Management, Staff Development, Startup Development, Trading, Trust Services, Market Risk, Retirement Planning
Education
CFA (Chartered Financial Analyst) Institute
in-progress
The Banff Centre
Leadership Development
Southern Alberta Institute of Technology
Management Fundamentals
Canadian Securities Institute
CSC Canadian Securities Course, CPH Conduct & Practices Handbook, 30-Day IRT
Institute of Canadian Bankers
AICB Associate of the Institute of Canadian Bankers
The University of Calgary
YMCA
American Red Cross
Boy Scouts of America
City Year
Blue Cross Blue Shield of Michigan
Young Life
March of Dimes
UNICEF