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
Jennifer Rourke Jennifer Rourke's CFA Institute Experience October 2014 - Present
Job Interaction Designer at CFA Institute
Industry Information Technology and Services
Experience
CFA Institute October 2014 - Present
Silverchair July 2004 - October 2014
Silverchair July 2002 - June 2007
Silverchair July 2000 - June 2002
ETSI 1994 - June 2000
Skills
User Experience Design, Usability Testing, Persona Creation, User Research, Product Design, Information Architecture, Graphic Design, Illustration, Adobe Creative Suite, Scrum, Kanban, HTML 5, CSS3
Education
University of North Carolina at Chapel Hill 1989 — 1993
Bachelor of Arts (B.A.), Fine and Studio Arts
CFA Institute October 2014 - Present
Silverchair July 2004 - October 2014
Silverchair July 2002 - June 2007
Silverchair July 2000 - June 2002
ETSI 1994 - June 2000
Skills
User Experience Design, Usability Testing, Persona Creation, User Research, Product Design, Information Architecture, Graphic Design, Illustration, Adobe Creative Suite, Scrum, Kanban, HTML 5, CSS3
Education
University of North Carolina at Chapel Hill 1989 — 1993
Bachelor of Arts (B.A.), Fine and Studio Arts
Livonia Fint Livonia Fint's CFA Institute Experience October 2000 - Present
Job Quality Assurance Analyst at CFA Institute
Industry Financial Services
Experience
CFA Institute October 2000 - Present
Skills
Business Analysis, Leadership, Manual Testing, QTP, Quality Center, SDLC, Regression Testing, Requirements Analysis, Software Quality..., Agile Methodologies, User Acceptance Testing, Test Planning, SharePoint, Program Management, Analysis, Process Improvement, SQL
Education
University of Phoenix
Bachelor of Applied Science (BASc), Information Technology
CFA Institute October 2000 - Present
Skills
Business Analysis, Leadership, Manual Testing, QTP, Quality Center, SDLC, Regression Testing, Requirements Analysis, Software Quality..., Agile Methodologies, User Acceptance Testing, Test Planning, SharePoint, Program Management, Analysis, Process Improvement, SQL
Education
University of Phoenix
Bachelor of Applied Science (BASc), Information Technology
Jiaheng Zhang Jiaheng Zhang's CFA Institute Experience August 2015 - Present
Job Full Stack Developer
Industry Computer Software
Experience
CFA Institute August 2015 - Present
Facebook June 2015 - August 2015
USC Financial Aid Office March 2015 - May 2015
Microsoft Research Asia July 2013 - January 2014
Advanced Micro Devices (AMD)---Xidian University Joint Laboratory of Heterogeneous Computing September 2011 - December 2012
Skills
Algorithms, Windows Phone, High Performance..., Visual Studio, Linux, Android Development, Git, Python, Photography, Parallel Computing, Social Networking, Windows Programming, Visual Basic, C#, Leadership, Team Leadership, Web Design, Microsoft Office, Photoshop, Lightroom, Computer-related, Musical Instruments, Windows 8 Development, Motivated self-starter, Windows Phone..., Student Organizations, Scala, Web Crawling, C, C++, Java, R, Matlab, PHP, Windows, Android, Unix, Vim, OpenCL, LaTeX, HTML
Education
University of Southern California 2014 — 2015
Master's Degree, Computer Science, GPA 3.8
Xidian University 2010 — 2014
Bachelor's Degree, Computer Science and Technology, GPA 3.7
CFA Institute August 2015 - Present
Facebook June 2015 - August 2015
USC Financial Aid Office March 2015 - May 2015
Microsoft Research Asia July 2013 - January 2014
Advanced Micro Devices (AMD)---Xidian University Joint Laboratory of Heterogeneous Computing September 2011 - December 2012
Skills
Algorithms, Windows Phone, High Performance..., Visual Studio, Linux, Android Development, Git, Python, Photography, Parallel Computing, Social Networking, Windows Programming, Visual Basic, C#, Leadership, Team Leadership, Web Design, Microsoft Office, Photoshop, Lightroom, Computer-related, Musical Instruments, Windows 8 Development, Motivated self-starter, Windows Phone..., Student Organizations, Scala, Web Crawling, C, C++, Java, R, Matlab, PHP, Windows, Android, Unix, Vim, OpenCL, LaTeX, HTML
Education
University of Southern California 2014 — 2015
Master's Degree, Computer Science, GPA 3.8
Xidian University 2010 — 2014
Bachelor's Degree, Computer Science and Technology, GPA 3.7
J.P. Bennett J.P. Bennett's CFA Institute Experience October 2013 - February 2014
Job Analyst, Motley Fool Pro and Options
Industry Financial Services
Experience
The Motley Fool June 2014 - Present
The Motley Fool June 2014 - June 2015
University of Scranton August 2013 - May 2014
The Motley Fool August 2013 - May 2014
CFA Institute October 2013 - February 2014
The Motley Fool June 2013 - August 2013
University of Scranton January 2013 - May 2013
University of Scranton January 2010 - May 2010
Scranton Counseling Center January 2010 - May 2010
Friendship House January 2010 - May 2010
Skills
Finance, Bloomberg, Capital IQ, Equity Research, Teaching, Equities, Equity Valuation, Financial Statement..., Options, Project Management, PowerPoint, Public Speaking, Statistics, Research
Education
University of Scranton 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Scranton 2006 — 2010
Bachelor of Science (BS), Psychology, magna cum laude
CFA Institute
The Motley Fool June 2014 - Present
The Motley Fool June 2014 - June 2015
University of Scranton August 2013 - May 2014
The Motley Fool August 2013 - May 2014
CFA Institute October 2013 - February 2014
The Motley Fool June 2013 - August 2013
University of Scranton January 2013 - May 2013
University of Scranton January 2010 - May 2010
Scranton Counseling Center January 2010 - May 2010
Friendship House January 2010 - May 2010
Skills
Finance, Bloomberg, Capital IQ, Equity Research, Teaching, Equities, Equity Valuation, Financial Statement..., Options, Project Management, PowerPoint, Public Speaking, Statistics, Research
Education
University of Scranton 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Scranton 2006 — 2010
Bachelor of Science (BS), Psychology, magna cum laude
CFA Institute
Bob Pugh, CFA, CFP® Bob Pugh, CFA, CFP®'s CFA Institute Experience September 2009 - August 2011
Job President and Founder, Insight Wealth Management, Inc.
Industry Investment Management
Experience
Insight Wealth Management, Inc. January 2005 - Present
Schweser and Stalla (Becker Professional Review) January 1999 - Present
CFA Institute September 2009 - August 2011
"The Insightful Investor" Talk Radio 2010 - July 2011
The Johns Hopkins University 2001 - 2009
CFA Society of Washington, DC 2005 - 2007
Prince William County Government 1999 - 2003
Investment Firm in Washington, DC Area 1997 - 1998
Central Intelligence Agency 1996 - 1997
Surry Community College 1988 - 1996
Skills
Investments, Portfolio Management, Wealth Management, Valuation, Retirement Planning, Financial Advisory, Economics, Asset Allocation, Equities, Financial Analysis, Estate Planning, Analysis, Investment Advisory, Asset Management, Wealth, Investment Strategies, Retirement, Bonds, Equity Research, Public Speaking, Financial Planning, Business Planning, Finance
Education
University of North Carolina at Greensboro 1988 — 1991
MA, Financial Economics
Johns Hopkins University, School of Advanced International Studies 1979 — 1981
MA, Global Political Economy
University of North Carolina at Greensboro 1975 — 1979
Bachelor of Science (B.S.), Economics and Political Science
Insight Wealth Management, Inc. January 2005 - Present
Schweser and Stalla (Becker Professional Review) January 1999 - Present
CFA Institute September 2009 - August 2011
"The Insightful Investor" Talk Radio 2010 - July 2011
The Johns Hopkins University 2001 - 2009
CFA Society of Washington, DC 2005 - 2007
Prince William County Government 1999 - 2003
Investment Firm in Washington, DC Area 1997 - 1998
Central Intelligence Agency 1996 - 1997
Surry Community College 1988 - 1996
Skills
Investments, Portfolio Management, Wealth Management, Valuation, Retirement Planning, Financial Advisory, Economics, Asset Allocation, Equities, Financial Analysis, Estate Planning, Analysis, Investment Advisory, Asset Management, Wealth, Investment Strategies, Retirement, Bonds, Equity Research, Public Speaking, Financial Planning, Business Planning, Finance
Education
University of North Carolina at Greensboro 1988 — 1991
MA, Financial Economics
Johns Hopkins University, School of Advanced International Studies 1979 — 1981
MA, Global Political Economy
University of North Carolina at Greensboro 1975 — 1979
Bachelor of Science (B.S.), Economics and Political Science
Amy Strunk Amy Strunk's CFA Institute Experience September 2013 - August 2015
Job MBA Candidate at UNC KenanFlagler
Industry Marketing and Advertising
Experience
CFA Institute September 2013 - August 2015
CFA Institute September 2011 - August 2013
CFA Institute March 2011 - September 2011
CFA Institute April 2010 - March 2011
CFA Institute February 2009 - April 2010
CFA Institute March 2008 - February 2009
CFA Institute September 2006 - March 2008
Northern Virginia Community College 2005 - 2006
Harrisonburg High School 2005 - 2005
Skills
Document Creation, Process Improvement, Data Analysis, Leadership, Editing, Customer Service, Social Media, Project Planning, Project Management, Microsoft Office, Marketing Communications, Market Research, Marketing, Event Management, Program Management, Research, Project Delivery, Public Speaking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (MBA)
Virginia Polytechnic Institute and State University 2001 — 2004
BA, French, Spanish
CFA Institute September 2013 - August 2015
CFA Institute September 2011 - August 2013
CFA Institute March 2011 - September 2011
CFA Institute April 2010 - March 2011
CFA Institute February 2009 - April 2010
CFA Institute March 2008 - February 2009
CFA Institute September 2006 - March 2008
Northern Virginia Community College 2005 - 2006
Harrisonburg High School 2005 - 2005
Skills
Document Creation, Process Improvement, Data Analysis, Leadership, Editing, Customer Service, Social Media, Project Planning, Project Management, Microsoft Office, Marketing Communications, Market Research, Marketing, Event Management, Program Management, Research, Project Delivery, Public Speaking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (MBA)
Virginia Polytechnic Institute and State University 2001 — 2004
BA, French, Spanish
Hunter Patterson Hunter Patterson's CFA Institute Experience January 2010 - Present
Job Summer Fellow at Lightspeed Venture Partners
Industry Financial Services
Experience
Lightspeed Venture Partners June 2010 - Present
CFA Institute January 2010 - Present
Black Mountain Equity 2008 - 2010
San Francisco Foghorn 2007 - May 2009
Education
University of San Francisco 2004 — 2008
B.A., Economics
University of San Francisco
M.A., Economics
Lightspeed Venture Partners June 2010 - Present
CFA Institute January 2010 - Present
Black Mountain Equity 2008 - 2010
San Francisco Foghorn 2007 - May 2009
Education
University of San Francisco 2004 — 2008
B.A., Economics
University of San Francisco
M.A., Economics
Cyndi Michener Cyndi Michener's CFA Institute Experience May 1995 - May 1998
Job Finance Manager at Wintergreen Performing Arts
Industry Nonprofit Organization Management
Experience
Wintergreen Performing Arts January 2012 - Present
US Census Bureau March 2010 - July 2010
CFA Institute May 1995 - May 1998
Skills
Budgets, Managerial Finance, Financial Reporting, Financial Analysis, Microsoft Excel, Nonprofits, Financial Accounting, Microsoft Office, Internal Controls, Outlook
Education
University of Virginia 2010 — 2013
School of Continuing and Professional Studies, Accounting
University of North Carolina at Charlotte 1985 — 1988
BS, Business Administration and Management, General
Wintergreen Performing Arts January 2012 - Present
US Census Bureau March 2010 - July 2010
CFA Institute May 1995 - May 1998
Skills
Budgets, Managerial Finance, Financial Reporting, Financial Analysis, Microsoft Excel, Nonprofits, Financial Accounting, Microsoft Office, Internal Controls, Outlook
Education
University of Virginia 2010 — 2013
School of Continuing and Professional Studies, Accounting
University of North Carolina at Charlotte 1985 — 1988
BS, Business Administration and Management, General
Abby Farson Pratt's CFA Institute Experience September 2012 - Present
Job Assistant editor at CFA Institute
Industry Writing and Editing
Experience
CFA Institute September 2012 - Present
CFA Institute June 2010 - September 2012
University of North Carolina Press September 2009 - April 2010
UNC Math Department January 2009 - January 2010
The Denver Post June 2009 - August 2009
Main Street Books July 2006 - August 2009
Skills
Editing, Newsletters, Photography, Copy Editing, Blogging, Journalism, Press Releases, Proofreading, Editorial, News Writing, Ap Style, Web Content, Social Media, Copywriting, Media Relations, Books, Wordpress, Corporate Communications, Public Speaking, Feature Articles, Creative Writing, Publications, Publishing, Content Strategy, Content Management, WordPress
Education
University of North Carolina at Chapel Hill 2006 — 2010
BA, Journalism
University of North Carolina at Chapel Hill 2006 — 2010
BA, English
CFA Institute September 2012 - Present
CFA Institute June 2010 - September 2012
University of North Carolina Press September 2009 - April 2010
UNC Math Department January 2009 - January 2010
The Denver Post June 2009 - August 2009
Main Street Books July 2006 - August 2009
Skills
Editing, Newsletters, Photography, Copy Editing, Blogging, Journalism, Press Releases, Proofreading, Editorial, News Writing, Ap Style, Web Content, Social Media, Copywriting, Media Relations, Books, Wordpress, Corporate Communications, Public Speaking, Feature Articles, Creative Writing, Publications, Publishing, Content Strategy, Content Management, WordPress
Education
University of North Carolina at Chapel Hill 2006 — 2010
BA, Journalism
University of North Carolina at Chapel Hill 2006 — 2010
BA, English
Julie Jarrett's CFA Institute Experience June 2011 - August 2011
Job Operations Coordinator at Institute for Advanced Studies in Culture
Industry Public Relations and Communications
Experience
Institute for Advanced Studies in Culture August 2015 - Present
Private Consulting January 2014 - Present
Madison House April 2012 - December 2013
Off Campus Partners, LLCd September 2011 - April 2012
CFA Institute June 2011 - August 2011
Love INC of Charlottesville and Albemarle County August 2010 - May 2011
Trinity Presbyterian Church August 2010 - May 2011
The Education and Employment Ministry (TEEM) September 2009 - August 2010
The Ed Jarrett Company June 2009 - December 2009
J. Carroll Bateman National Public Relations Case Study Competition August 2008 - May 2009
Skills
Social Media, Non-profits, Press Releases, Media Relations, Social Media Marketing, Facebook, Event Planning, Customer Service, Event Management, Public Relations, Public Speaking, Fundraising, Nonprofits
Education
University of Oklahoma 2007 — 2010
Bachelors of Arts in Journalism with a concentration in Public Relations, minors in Non-Profit Organizational Studies and International and Area Studies
Institute for Advanced Studies in Culture August 2015 - Present
Private Consulting January 2014 - Present
Madison House April 2012 - December 2013
Off Campus Partners, LLCd September 2011 - April 2012
CFA Institute June 2011 - August 2011
Love INC of Charlottesville and Albemarle County August 2010 - May 2011
Trinity Presbyterian Church August 2010 - May 2011
The Education and Employment Ministry (TEEM) September 2009 - August 2010
The Ed Jarrett Company June 2009 - December 2009
J. Carroll Bateman National Public Relations Case Study Competition August 2008 - May 2009
Skills
Social Media, Non-profits, Press Releases, Media Relations, Social Media Marketing, Facebook, Event Planning, Customer Service, Event Management, Public Relations, Public Speaking, Fundraising, Nonprofits
Education
University of Oklahoma 2007 — 2010
Bachelors of Arts in Journalism with a concentration in Public Relations, minors in Non-Profit Organizational Studies and International and Area Studies
Troy Jenkins Troy Jenkins's CFA Institute Experience February 2012 - August 2013
Job Legal Honors Intern at U.S. Securities and Exchange Commission
Industry Law Practice
Experience
U.S. Securities and Exchange Commission August 2015 - Present
Booz Allen Hamilton May 2015 - August 2015
Chevron July 2015 - July 2015
ACE Group May 2014 - August 2014
CFA Institute February 2012 - August 2013
CFA Institute June 2011 - January 2012
CFA Institute June 2009 - May 2011
Skills
Leadership, Legal Research, Finance, Event Management, Logistics, Analysis, Relationship Management, Event Planning, Legal Writing, Microsoft Word, Social Media, Public Speaking, Microsoft Office, Conference Coordination
Education
University of Richmond School of Law 2014 — 2016
Juris Doctor (J.D.), Corporate Law
Drexel University School of Law 2013 — 2014
Juris Doctor (J.D.)
University of Virginia 2005 — 2009
Bachelor of Arts (BA), Government and American Politics, History
U.S. Securities and Exchange Commission August 2015 - Present
Booz Allen Hamilton May 2015 - August 2015
Chevron July 2015 - July 2015
ACE Group May 2014 - August 2014
CFA Institute February 2012 - August 2013
CFA Institute June 2011 - January 2012
CFA Institute June 2009 - May 2011
Skills
Leadership, Legal Research, Finance, Event Management, Logistics, Analysis, Relationship Management, Event Planning, Legal Writing, Microsoft Word, Social Media, Public Speaking, Microsoft Office, Conference Coordination
Education
University of Richmond School of Law 2014 — 2016
Juris Doctor (J.D.), Corporate Law
Drexel University School of Law 2013 — 2014
Juris Doctor (J.D.)
University of Virginia 2005 — 2009
Bachelor of Arts (BA), Government and American Politics, History
Wayne Holmes Wayne Holmes's CFA Institute Experience September 2008 - Present
Job Experienced QA Analyst and Change Management Administrator
Industry Information Technology and Services
Experience
CFA Institute September 2008 - Present
Performance Food Group 2001 - 2008
Circuit City 1995 - 2001
Virginia State Corporation Commission 1985 - 1995
Skills
Visio, Crystal Reports, Quality Assurance, Business Analysis, Data Warehousing, Technical Writing, Quality Control, Change Management, Business Process, Business Analytics, Quality Center, SDLC, Requirements Analysis, SharePoint, SQL, Software Quality..., Systems Analysis, Software Documentation, Testing, User Acceptance Testing, Business Intelligence, Access, Disaster Recovery, Microsoft SQL Server, Requirements Gathering, Web Applications, System Testing, Agile Methodologies, Test Planning, Software Project..., Windows, Security, Integration, Databases, Oracle, HP Quality Center
Education
University of Virginia 2009 — 2011
Graduate Certificate, Technology Leadership
University of Richmond 1991 — 1995
BAS, Information Systems
John Tyler Community College 1986 — 1988
AAS, Accounting
John Tyler Community College 1981 — 1985
AAS, Business Management
CFA Institute September 2008 - Present
Performance Food Group 2001 - 2008
Circuit City 1995 - 2001
Virginia State Corporation Commission 1985 - 1995
Skills
Visio, Crystal Reports, Quality Assurance, Business Analysis, Data Warehousing, Technical Writing, Quality Control, Change Management, Business Process, Business Analytics, Quality Center, SDLC, Requirements Analysis, SharePoint, SQL, Software Quality..., Systems Analysis, Software Documentation, Testing, User Acceptance Testing, Business Intelligence, Access, Disaster Recovery, Microsoft SQL Server, Requirements Gathering, Web Applications, System Testing, Agile Methodologies, Test Planning, Software Project..., Windows, Security, Integration, Databases, Oracle, HP Quality Center
Education
University of Virginia 2009 — 2011
Graduate Certificate, Technology Leadership
University of Richmond 1991 — 1995
BAS, Information Systems
John Tyler Community College 1986 — 1988
AAS, Accounting
John Tyler Community College 1981 — 1985
AAS, Business Management
Elaine Cheng Elaine Cheng's CFA Institute Experience March 2011 - Present
Job Chief Information Officer at CFA Institute
Industry Financial Services
Experience
CFA Institute March 2011 - Present
M&T Bank April 2007 - March 2011
M&T Bank April 2002 - April 2007
Skills
Executive technology..., Delivering Results, Cross-functional Team..., Business Strategy, Project Management, Portfolio Management, IT Operations, IT Development, Operations Management, Software Development, Strategy, Risk Management, Project Portfolio..., Information Technology, Strategic Planning, Business Analysis, Financial Analysis, Process Improvement, Mergers & Acquisitions, Change Management, Integration, Budgets, IT Strategy, Management, Leadership, Program Management, Banking, Executive Management, Vendor Management, Business Process..., Business Intelligence, Security, Leadership Development, Product Management, SDLC
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Vassar College 1991 — 1999
Bachelor of Arts (B.A.), History
CFA Institute March 2011 - Present
M&T Bank April 2007 - March 2011
M&T Bank April 2002 - April 2007
Skills
Executive technology..., Delivering Results, Cross-functional Team..., Business Strategy, Project Management, Portfolio Management, IT Operations, IT Development, Operations Management, Software Development, Strategy, Risk Management, Project Portfolio..., Information Technology, Strategic Planning, Business Analysis, Financial Analysis, Process Improvement, Mergers & Acquisitions, Change Management, Integration, Budgets, IT Strategy, Management, Leadership, Program Management, Banking, Executive Management, Vendor Management, Business Process..., Business Intelligence, Security, Leadership Development, Product Management, SDLC
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Vassar College 1991 — 1999
Bachelor of Arts (B.A.), History
Jamie Underwood Jamie Underwood's CFA Institute Experience September 2012 - June 2014
Job Marketing & Communications Executive
Industry Marketing and Advertising
Experience
Alertus Technologies June 2014 - Present
CFA Institute September 2012 - June 2014
CFA Institute May 2009 - September 2012
GulfStream Communications January 2009 - April 2009
Bed and Breakfast Association of Virginia October 2008 - December 2008
University of South Carolina August 2007 - December 2008
South Carolina Department of Natural Resources May 2008 - August 2008
Skills
Corporate Communications, Digital Media, Editing, Graphic Design, Illustrator, InDesign, Internal Communications, Journalism, Magazines, Marketing Communications, Mass Communications, Photoshop, Project Management, Social Media, Strategic Communications, Writing, SharePoint, WordPress, Chicago Style, AP Style, Research, Proofreading, Multimedia, Copy Editing, Blogging, Publications
Education
University of South Carolina-Columbia 2007 — 2009
Master of Mass Communications
Rhodes College 2003 — 2007
Bachelor of Arts, English, Psychology (minor)
Alertus Technologies June 2014 - Present
CFA Institute September 2012 - June 2014
CFA Institute May 2009 - September 2012
GulfStream Communications January 2009 - April 2009
Bed and Breakfast Association of Virginia October 2008 - December 2008
University of South Carolina August 2007 - December 2008
South Carolina Department of Natural Resources May 2008 - August 2008
Skills
Corporate Communications, Digital Media, Editing, Graphic Design, Illustrator, InDesign, Internal Communications, Journalism, Magazines, Marketing Communications, Mass Communications, Photoshop, Project Management, Social Media, Strategic Communications, Writing, SharePoint, WordPress, Chicago Style, AP Style, Research, Proofreading, Multimedia, Copy Editing, Blogging, Publications
Education
University of South Carolina-Columbia 2007 — 2009
Master of Mass Communications
Rhodes College 2003 — 2007
Bachelor of Arts, English, Psychology (minor)
Jan Jackrel's CFA Institute Experience 2006 - 2008
Job Managing Director at Citigroup
Industry Banking
Experience
Citigroup 1991 - Present
NYSSA 2007 - 2009
CFA Institute 2006 - 2008
Skills
Fixed Income, Portfolio Management, Capital Markets, Risk Management, CCAR, Credit Risk, Market Risk, Operational Risk, Treasury Risk, Country Risk, Quantitative Finance, Equities, Hedge Funds, Alternative Investments, Financial Modeling, Derivatives, Investment Management, Trading Systems, FX Options, Bonds, Investment Banking, Valuation, Financial Markets, Structured Products, VBA, Equity Research, Trading, Asset Managment, Investment Strategies, Credit, Financial Analysis, Banking, Asset Allocation, Equity Trading, Emerging Markets, Finance, Investment Advisory, Financial Services, Credit Derivatives, Financial Risk, Options, Securities, Corporate Finance, Interest Rate..., Structured Finance, Series 7, Equity Derivatives, Asset Management
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania 1982 — 1987
Bachelor's Degree, Electrical Engineering
University of Pennsylvania - The Wharton School 1982 — 1987
Bachelor's Degree, Economics, Major in Finance
Citigroup 1991 - Present
NYSSA 2007 - 2009
CFA Institute 2006 - 2008
Skills
Fixed Income, Portfolio Management, Capital Markets, Risk Management, CCAR, Credit Risk, Market Risk, Operational Risk, Treasury Risk, Country Risk, Quantitative Finance, Equities, Hedge Funds, Alternative Investments, Financial Modeling, Derivatives, Investment Management, Trading Systems, FX Options, Bonds, Investment Banking, Valuation, Financial Markets, Structured Products, VBA, Equity Research, Trading, Asset Managment, Investment Strategies, Credit, Financial Analysis, Banking, Asset Allocation, Equity Trading, Emerging Markets, Finance, Investment Advisory, Financial Services, Credit Derivatives, Financial Risk, Options, Securities, Corporate Finance, Interest Rate..., Structured Finance, Series 7, Equity Derivatives, Asset Management
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania 1982 — 1987
Bachelor's Degree, Electrical Engineering
University of Pennsylvania - The Wharton School 1982 — 1987
Bachelor's Degree, Economics, Major in Finance
Keith MacIsaac's CFA Institute Experience July 2014 - Present
Job Editorial Board Member CFA Digest Publication at CFA Institute
Industry Investment Management
Experience
CFA Institute July 2014 - Present
CFA Institute June 2009 - Present
Canada Mortgage & Housing Corporation June 2002 - Present
MD Management Ltd June 1996 - June 2002
MD Financial June 1995 - June 2002
Skills
Investments, Risk Management, Derivatives, Performance Attribution, Fixed Income, Portfolio Management, Equities, Financial Risk, Credit Risk, Credit Analysis, Analysis, Swaps, Bloomberg, Management, Financial Markets, Financial Modeling, Options Strategies
Education
CFA Institute
Certificate in Investment Performance Measurement, Investment Performance and Attribution
CFA Institute 2008 — 2010
CFA Charterholder
University of Ottawa 1985 — 1988
Bachelor of Commerce (Honours), Major - Marketing; Minor - International Business
CFA Institute July 2014 - Present
CFA Institute June 2009 - Present
Canada Mortgage & Housing Corporation June 2002 - Present
MD Management Ltd June 1996 - June 2002
MD Financial June 1995 - June 2002
Skills
Investments, Risk Management, Derivatives, Performance Attribution, Fixed Income, Portfolio Management, Equities, Financial Risk, Credit Risk, Credit Analysis, Analysis, Swaps, Bloomberg, Management, Financial Markets, Financial Modeling, Options Strategies
Education
CFA Institute
Certificate in Investment Performance Measurement, Investment Performance and Attribution
CFA Institute 2008 — 2010
CFA Charterholder
University of Ottawa 1985 — 1988
Bachelor of Commerce (Honours), Major - Marketing; Minor - International Business
Kristin Jimison's CFA Institute Experience October 2007 - December 2010
Job Communications Director
Industry Nonprofit Organization Management
Experience
Virginia Nurses Association July 2012 - Present
Virginia Nurses Association May 2012 - July 2012
CFA Institute October 2007 - December 2010
Sylvan Learning March 2004 - October 2007
Skills
Social Media, Foreign Languages, Teaching, Non-profits, Editing, Writing, Project Management, Nonprofits, Social Media Marketing, Public Speaking, Press Releases, Leadership, Public Relations, Community Outreach, Strategic Communications, Newsletters
Education
University of Richmond 1997 — 2001
Bachelor of Arts (B.A.), English
Reading Central Catholic High School 1993 — 1997
Virginia Nurses Association July 2012 - Present
Virginia Nurses Association May 2012 - July 2012
CFA Institute October 2007 - December 2010
Sylvan Learning March 2004 - October 2007
Skills
Social Media, Foreign Languages, Teaching, Non-profits, Editing, Writing, Project Management, Nonprofits, Social Media Marketing, Public Speaking, Press Releases, Leadership, Public Relations, Community Outreach, Strategic Communications, Newsletters
Education
University of Richmond 1997 — 2001
Bachelor of Arts (B.A.), English
Reading Central Catholic High School 1993 — 1997
Keith MacIsaac's CFA Institute Experience May 2014 - Present
Job Board Member CFA Digest Editorial Board at CFA Institute
Industry Investment Management
Experience
CFA Institute May 2014 - Present
CFA Institute June 2009 - Present
Canada Mortgage and Housing Corporation June 2002 - Present
MD Investment Management June 1996 - June 2002
Skills
Fixed Income, Investments, Derivatives, Equities, Private Pilot (Night..., Finance, Financial Risk, Analysis, Securities, Technical Writing, Credit Risk, Valuation, Financial Modeling
Education
CFA Institute 2011 — 2014
CIPM Designation, Performance Measurement
CFA Institute 1996 — 2000
CFA Designation, Investments and Securities
University of Ottawa / Université d'Ottawa 1985 — 1989
B. Comm (Honours), Major - Marketing, Minor - International Business
CFA Institute May 2014 - Present
CFA Institute June 2009 - Present
Canada Mortgage and Housing Corporation June 2002 - Present
MD Investment Management June 1996 - June 2002
Skills
Fixed Income, Investments, Derivatives, Equities, Private Pilot (Night..., Finance, Financial Risk, Analysis, Securities, Technical Writing, Credit Risk, Valuation, Financial Modeling
Education
CFA Institute 2011 — 2014
CIPM Designation, Performance Measurement
CFA Institute 1996 — 2000
CFA Designation, Investments and Securities
University of Ottawa / Université d'Ottawa 1985 — 1989
B. Comm (Honours), Major - Marketing, Minor - International Business
David G. Sparks, CFA's CFA Institute Experience 1999 - 2013
Job Owner, Heartwood Investments, Inc.
Industry Investment Management
Experience
Heartwood Investments, Inc. October 2007 - Present
CFA Institute 1999 - 2013
University of Northern Iowa August 2007 - May 2009
Wells Fargo Investments April 2001 - June 2007
University of Northern Iowa 1997 - 2007
Securities Corporation of Iowa December 1996 - April 2001
Piper Jaffray July 1990 - December 1996
Blunt Ellis & Loewi, Inc February 1979 - July 1990
Blackhawk Broadcasting April 1972 - August 1978
Skills
Investments, Finance, Public Speaking, Fundraising, Nonprofits, Event Planning, Research, Asset Management
Education
University of Northern Iowa 1979 — 1985
BA, Communications
CFA Institute
CFA Charter, Investment management and research
Heartwood Investments, Inc. October 2007 - Present
CFA Institute 1999 - 2013
University of Northern Iowa August 2007 - May 2009
Wells Fargo Investments April 2001 - June 2007
University of Northern Iowa 1997 - 2007
Securities Corporation of Iowa December 1996 - April 2001
Piper Jaffray July 1990 - December 1996
Blunt Ellis & Loewi, Inc February 1979 - July 1990
Blackhawk Broadcasting April 1972 - August 1978
Skills
Investments, Finance, Public Speaking, Fundraising, Nonprofits, Event Planning, Research, Asset Management
Education
University of Northern Iowa 1979 — 1985
BA, Communications
CFA Institute
CFA Charter, Investment management and research
Drew Keller's CFA Institute Experience October 2007 - June 2008
Job Associate at FORT, L.P.
Industry Investment Management
Experience
FORT, L.P. July 2008 - Present
CFA Institute October 2007 - June 2008
Skills
Asset Management, Hedge Funds, Alternative Investments, Equities, Portfolio Management, Fixed Income, Bloomberg, Asset Allocation, Investment Strategies
Education
University of Virginia 2005 — 2006
Masters, Chemistry
Manheim Township
University of Richmond
FORT, L.P. July 2008 - Present
CFA Institute October 2007 - June 2008
Skills
Asset Management, Hedge Funds, Alternative Investments, Equities, Portfolio Management, Fixed Income, Bloomberg, Asset Allocation, Investment Strategies
Education
University of Virginia 2005 — 2006
Masters, Chemistry
Manheim Township
University of Richmond
David Keller's CFA Institute Experience May 2009 - November 2009
Job Principal Consultant/Functional Manager at Oracle
Industry Computer Software
Experience
Oracle November 2013 - Present
Starpoint Solutions April 2013 - September 2013
LumenData May 2012 - March 2013
Siemens Healthcare November 2011 - April 2012
Optimos April 2010 - November 2011
Vitas Healthcare February 2010 - March 2010
CFA Institute May 2009 - November 2009
Premera Blue Cross August 2008 - December 2008
Gould & Lamb, LLC June 2008 - July 2008
MassMutual Financial Group February 2008 - May 2008
Skills
Requirements Analysis, Siebel, Business Analysis, SDLC, Business Intelligence, Business Requirements, Project Management, CRM, Business Process, Requirements Gathering, Management, Business Process..., Integration, Solution Architecture
Education
University of North Texas
BBA, Marketing Management - Business Admin
Oracle November 2013 - Present
Starpoint Solutions April 2013 - September 2013
LumenData May 2012 - March 2013
Siemens Healthcare November 2011 - April 2012
Optimos April 2010 - November 2011
Vitas Healthcare February 2010 - March 2010
CFA Institute May 2009 - November 2009
Premera Blue Cross August 2008 - December 2008
Gould & Lamb, LLC June 2008 - July 2008
MassMutual Financial Group February 2008 - May 2008
Skills
Requirements Analysis, Siebel, Business Analysis, SDLC, Business Intelligence, Business Requirements, Project Management, CRM, Business Process, Requirements Gathering, Management, Business Process..., Integration, Solution Architecture
Education
University of North Texas
BBA, Marketing Management - Business Admin
Oleg Butov's CFA Institute Experience July 2011 - Present
Job Senior Software Developer at CFA Institute
Industry Information Technology and Services
Experience
CFA Institute July 2011 - Present
Allegheny Ludlum January 2007 - July 2011
Relex Software Corporation June 2006 - December 2006
Skills
.NET, C#, Agile Methodologies, Web Applications, T-SQL, Requirements Analysis, WCF, SSIS, SharePoint, jQuery, KnockoutJS, Bootstrap, Node.js, R, Data Modeling, Statistical Data..., Optimization, SOA, BizTalk, XML, JavaScript, ASP.NET, Java, SSRS, Kanban, Troubleshooting, Rapid Prototyping, Software Development, Business Intelligence, Integration, Windows Azure, iOS Development, Lean Startup, Octopus, SDLC, Business Analysis, Databases, SQL, Software Project..., Architecture, Data Analysis, Web Services, Web Development, Process Improvement
Education
University of Virginia 2012 — 2013
Master of Engineering (M.Eng.), Systems Engineering
University of Pittsburgh 2004 — 2006
Bachelor of Science, Computer Science
CFA Institute July 2011 - Present
Allegheny Ludlum January 2007 - July 2011
Relex Software Corporation June 2006 - December 2006
Skills
.NET, C#, Agile Methodologies, Web Applications, T-SQL, Requirements Analysis, WCF, SSIS, SharePoint, jQuery, KnockoutJS, Bootstrap, Node.js, R, Data Modeling, Statistical Data..., Optimization, SOA, BizTalk, XML, JavaScript, ASP.NET, Java, SSRS, Kanban, Troubleshooting, Rapid Prototyping, Software Development, Business Intelligence, Integration, Windows Azure, iOS Development, Lean Startup, Octopus, SDLC, Business Analysis, Databases, SQL, Software Project..., Architecture, Data Analysis, Web Services, Web Development, Process Improvement
Education
University of Virginia 2012 — 2013
Master of Engineering (M.Eng.), Systems Engineering
University of Pittsburgh 2004 — 2006
Bachelor of Science, Computer Science
Dale Castle's CFA Institute Experience March 2012 - Present
Job Information Security Professional
Industry Research
Experience
CFA Institute March 2012 - Present
OWASP September 2009 - Present
US Cyber Challenge 2009 - Present
University of Virginia April 2011 - March 2012
University of Virginia 2008 - June 2010
NASA Langley Research Center July 2002 - April 2005
Skills
Security, Computer Forensics, Vulnerability Management, Web Application Security, Unix, ISO 17799, Information Technology
Education
University of North Carolina at Chapel Hill 1992 — 1995
BA
CFA Institute March 2012 - Present
OWASP September 2009 - Present
US Cyber Challenge 2009 - Present
University of Virginia April 2011 - March 2012
University of Virginia 2008 - June 2010
NASA Langley Research Center July 2002 - April 2005
Skills
Security, Computer Forensics, Vulnerability Management, Web Application Security, Unix, ISO 17799, Information Technology
Education
University of North Carolina at Chapel Hill 1992 — 1995
BA
Jason Westbrook's CFA Institute Experience June 2014 - Present
Job Project Administrator at CFA Institute
Industry Financial Services
Experience
CFA Institute June 2014 - Present
CFA Institute September 2009 - Present
The Penguin August 2007 - August 2009
UNC Wilmington August 2005 - May 2007
Skills
Relationship Management, Project Management, Salesforce.com, Process Improvement, Customer Service, Microsoft Office, Marketing, Social Media, Sales Process, Windows, Sales Management, Client Service Oriented, Marketing Strategy, Resolve Issues
Education
University of North Carolina at Wilmington 2004 — 2008
BS, Business Administration (International Business & Marketing)
Cameron School of Business 2005 — 2008
Bachelor of Science, Business Administration; International Business; Marketing
Watson School of Education 2006 — 2008
Minor, Leadership Studies
CFA Institute June 2014 - Present
CFA Institute September 2009 - Present
The Penguin August 2007 - August 2009
UNC Wilmington August 2005 - May 2007
Skills
Relationship Management, Project Management, Salesforce.com, Process Improvement, Customer Service, Microsoft Office, Marketing, Social Media, Sales Process, Windows, Sales Management, Client Service Oriented, Marketing Strategy, Resolve Issues
Education
University of North Carolina at Wilmington 2004 — 2008
BS, Business Administration (International Business & Marketing)
Cameron School of Business 2005 — 2008
Bachelor of Science, Business Administration; International Business; Marketing
Watson School of Education 2006 — 2008
Minor, Leadership Studies
Esa Sferra-Bonistalli's CFA Institute Experience January 2014 - August 2014
Job Attorney
Industry Law Practice
Experience
CFA Institute January 2014 - August 2014
Administrative Conference of the United States September 2013 - June 2014
Administrative Conference of the United States 2010 - 2013
U.S. Coast Guard 2008 - 2013
Federal Election Commission 2003 - 2008
Skills
Legal Research, Regulations, Government, Policy Analysis, Litigation, Legal Writing, Federal Government, Policy, Administrative Law, Public Policy
Education
University of Richmond School of Law
CFA Institute January 2014 - August 2014
Administrative Conference of the United States September 2013 - June 2014
Administrative Conference of the United States 2010 - 2013
U.S. Coast Guard 2008 - 2013
Federal Election Commission 2003 - 2008
Skills
Legal Research, Regulations, Government, Policy Analysis, Litigation, Legal Writing, Federal Government, Policy, Administrative Law, Public Policy
Education
University of Richmond School of Law
Yun-Ting (Jacob) Chiu's CFA Institute Experience July 2010 - Present
Job Investment Banking/ Proprietary Trading
Industry Investment Banking
Experience
CFA Institute July 2010 - Present
Tom Johnson Investment Company 2008 - 2008
Education
University of Oklahoma 2009 — 2011
University of Oklahoma - Price College of Business 2006 — 2008
MBA, Finance
CFA Institute July 2010 - Present
Tom Johnson Investment Company 2008 - 2008
Education
University of Oklahoma 2009 — 2011
University of Oklahoma - Price College of Business 2006 — 2008
MBA, Finance
Lawrence Gillum, CFA, CAIA's CFA Institute Experience June 2012 - Present
Job Investment Management at Raymond James
Industry Investment Management
Experience
CFA Institute June 2012 - Present
Raymond James Financial Inc. July 2010 - Present
The Newport Group November 2008 - July 2010
Transamerica Asset Management June 2007 - October 2008
Mercer Investment Consulting August 2005 - June 2007
Nuveen Investments November 2004 - August 2005
Raymond James Financial Inc. March 1998 - October 2004
Skills
Research, Public Speaking, Investments, Fixed income, Alternative Investments, Mutual Funds, Asset Managment, Asset Allocation, Wealth Management, Due Diligence, Chartered Financial..., Separately Managed..., Institutional..., Investment Strategies, 401k, Bonds, Investment Management, Investment Advisory, Portfolio Management, Financial Advisory, Structured Products, Finance, Equities, Series 7, Derivatives, Retirement Planning, Financial Services, Quantitative Analytics, Wealth, Wealth Management..., Fixed Income, Asset Management
Education
University of North Carolina at Chapel Hill 2015 — 2016
Master of Business Administration (MBA)
University of Florida 1994 — 1997
Bachelor of Science (BS), Business Administration and Management, General
CFA Institute June 2012 - Present
Raymond James Financial Inc. July 2010 - Present
The Newport Group November 2008 - July 2010
Transamerica Asset Management June 2007 - October 2008
Mercer Investment Consulting August 2005 - June 2007
Nuveen Investments November 2004 - August 2005
Raymond James Financial Inc. March 1998 - October 2004
Skills
Research, Public Speaking, Investments, Fixed income, Alternative Investments, Mutual Funds, Asset Managment, Asset Allocation, Wealth Management, Due Diligence, Chartered Financial..., Separately Managed..., Institutional..., Investment Strategies, 401k, Bonds, Investment Management, Investment Advisory, Portfolio Management, Financial Advisory, Structured Products, Finance, Equities, Series 7, Derivatives, Retirement Planning, Financial Services, Quantitative Analytics, Wealth, Wealth Management..., Fixed Income, Asset Management
Education
University of North Carolina at Chapel Hill 2015 — 2016
Master of Business Administration (MBA)
University of Florida 1994 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Kevin Capehart's CFA Institute Experience August 2013 - Present
Job Intern at CFA Institute
Industry Accounting
Experience
CFA Institute August 2013 - Present
Rodi Pollock May 2010 - August 2010
Education
University of Richmond 2011 — 2015
CFA Institute August 2013 - Present
Rodi Pollock May 2010 - August 2010
Education
University of Richmond 2011 — 2015
YMCA
American Red Cross
Boy Scouts of America
City Year
Blue Cross Blue Shield of Michigan
Young Life
March of Dimes
UNICEF