CFA Institute Research Challenge

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CFA Institute Research Challenge Employees

Employee
Years
Job
Industry
Davit Khachikyan Davit Khachikyan Toronto, Canada Area Details
Davit Khachikyan's CFA Institute Research Challenge Experience November 2012 - February 2013
Job Analyst, Corporate Development at D+H
Industry Investment Management
Experience
D+H  January 2015 - Present
D+H  July 2014 - January 2015
Investment Society  April 2012 - April 2014
D+H  September 2013 - December 2013
University of Toronto  September 2013 - December 2013
University of Toronto  September 2011 - December 2013
Ontario Teachers' Pension Plan  May 2013 - August 2013
Effective Media Productions   May 2010 - May 2013
ADP  May 2012 - April 2013
CFA Institute Research Challenge   November 2012 - February 2013

Skills
Project Management, Microsoft Excel, Leadership, Team Leadership, Data Analysis, Social Media Marketing, Finance, Corporate Finance, Fundraising, Financial Modeling, Time Management, Teamwork, Marketing, Analysis, Equity Trading, Research, Market Research, Strategic Planning, Valuation, Negotiation, Bloomberg, Project Planning, Collaborative Leadership, Portfolio Management, Financial Reporting, Financial Analysis, Investments, Entrepreneurship, Recruiting, Economics, Strategy, Quantitative Analytics, Analytical Skills, PowerPoint

Education
University of Toronto   2009 — 2014
Bachelor of Business Administration (BBA) Co - op, Finance

National University of Singapore   2014 — 2014
Bachelor's Degree, Finance, General

CFA Institute

Marc Garneau C.I.   2006 — 2009
Ontario Secondary School Diploma

Taoran Nong Taoran Nong Dallas/Fort Worth Area Details
Taoran Nong's CFA Institute Research Challenge Experience November 2014 - February 2015
Job Passed All 3 CFA Exams
Industry Financial Services
Experience
University of Texas at Dallas  June 2014 - May 2015
CFA Institute Research Challenge   November 2014 - February 2015
China Industrial Bank  January 2013 - March 2013

Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Statement..., Microsoft Excel, Capital IQ, SQL, Matlab, Microsoft Word, Corporate Finance, Bloomberg Terminal, Research, Portfolio Management, Crystal Ball, Data Analysis, Valuation, Access, Teamwork, Microsoft Office

Education
The University of Texas at Dallas   2013 — 2015
Master's degree, Finance, General, GPA 3.973

Qingdao University   2010 — 2013
Bachelor's degree, Finance, General, 83.12% out of 100%

Qingdao University   2009 — 2013
Bachelor's degree, Information & Computing Science, 84.44% out of 100%

Uyen Tran Ngoc Tu Uyen Tran Ngoc Tu Ames, Iowa Details
Uyen Tran Ngoc Tu's CFA Institute Research Challenge Experience October 2014 - February 2015
Job Student at Iowa State University
Industry Financial Services
Experience
ISU Global Business Club   April 2015 - Present
Saint Thomas Aquinas Student Center   September 2013 - Present
ISU Investment Group   December 2014 - Present
Financials and Healthcare Sectors, ISU Investment Group   September 2014 - September 2015
ISU Global Business Club   August 2014 - April 2015
Enrolled in Adventis CG’s Financial Modeling Certification Program   November 2014 - February 2015
CFA Institute Research Challenge   October 2014 - February 2015

Skills
Finance, Group Decision Making, Highly detail oriented, Analysis, Critical Thinking, Analytical Skills, Public Speaking, Teamwork

Education
Iowa State University - College of Business   2013 — 2016
Bachelor’s Degree, Finance, Investments

Anne Cummins Anne Cummins Atlanta, Georgia Details
Anne Cummins's CFA Institute Research Challenge Experience November 2014 - February 2015
Job Accountant
Industry Accounting
Experience
CFA Institute Research Challenge   November 2014 - February 2015
Tocqueville Asset Management  June 2014 - August 2014
UWO Student Managed Endowment Fund   June 2014 - August 2014
University of Wisconsin Oshkosh  March 2013 - May 2014

Skills
Accounting, Finance, Research, Teamwork, Mathematics, Financial Modeling, Microsoft Office, Valuation, Financial Analysis, Microsoft Excel, Energy Industry, FactSet, Investments, Corporate Finance, DCF Valuation, German, International Relations, Access Database, IFRS, GAAP, German Law, Asset Management, Spanish, Arabic, Prezi, Robert's Rules of Order, Tax, Public Speaking, Access, Time Management, Microsoft Word

Education
University of Wisconsin-Oshkosh   2011 — 2014
BBA, BA, Accounting, Finance, and German

Philipps-Universität Marburg   2009 — 2011
Betriebswirtschaftslehre

Dmitry Lebedev, MBA Dmitry Lebedev, MBA Houma, Louisiana Details
Dmitry Lebedev, MBA's CFA Institute Research Challenge Experience December 2013 - March 2014
Job Financial Analyst at Thibodaux Regional Medical Center
Industry Financial Services
Experience
Thibodaux Regional Medical Center  July 2014 - Present
Seibert Lewis Wealth Group of Raymond James   April 2014 - Present
CFA Institute Research Challenge   December 2013 - March 2014
Nicholls State University  August 2011 - December 2013
Walmart  March 2011 - August 2011
Professional Tennis Coach  2005 - 2010

Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Financial Research, Team Leadership, Financial Analysis, Sports Coaching, Financial Statements, Forecasting, Cash Flow, Management, Finance, Time Management, Leadership

Education
Nicholls State University   2011 — 2013
Master of Business Administration (MBA), Finance

University of Arkansas at Fayetteville   2006 — 2010
Bachelor's degree, Economics with a minor in Marketing

Gaven Yee Gaven Yee San Francisco, California Details
Gaven Yee's CFA Institute Research Challenge Experience September 2015 - Present
Job Investment Banking Summer Analyst
Industry Financial Services
Experience
CFA Institute Research Challenge   September 2015 - Present
PwC Accounting Case Competition   October 2014 - October 2014
Security Research Associates  June 2014 - August 2014
Forex Capital Markets  January 2014 - May 2014
ClearPath Capital Partners  November 2013 - March 2014

Skills
PowerPoint, Public Speaking, Research, Microsoft Excel, Economics, Leadership, Data Analysis, Portfolio Management, Investment Banking, Foreign Exchange, Asset Management, Financial Analysis, Corporate Finance, Financial Modeling, Strategic Planning, Project Management, Budgeting, Financial Planning

Education
San Jose State University   2010 — 2015
Bachelor of Science (B.S.), Economics, Major GPA: 3.85

San Jose State University   2010 — 2015
Bachelor of Arts (B.A.), Political Science, Major GPA: 3.0

Joseph Stember Joseph Stember San Francisco, California Details
Joseph Stember's CFA Institute Research Challenge Experience December 2013 - February 2014
Job Analyst at Hall Capital Partners LLC
Industry Investment Management
Experience
Hall Capital Partners LLC  January 2015 - Present
Financial Analysis and Management Education (FAME)   December 2013 - December 2014
Lighthaven Capital Management LLC  February 2014 - November 2014
CFA Institute Research Challenge   December 2013 - February 2014
Financial Analysis & Management Education (FAME) at San Francisco State University   May 2013 - December 2013
Fisher Investments  January 2013 - September 2013
City College of San Francisco  August 2010 - July 2013
Financial Analysis & Management Education (FAME) at San Francisco State University   December 2012 - May 2013
Daly City Parks and Recreation   2007 - 2010

Skills
PowerPoint, Microsoft Excel, Research, Fundraising, Microsoft Office, Data Analysis, Microsoft Word, Financial Analysis, Investments, Valuation, Financial Modeling, Finance, Public Speaking, Analysis, Teamwork

Education
San Francisco State University   2012 — 2014
Bachelor's degree, Finance, General, (Senior) Cumulative GPA: 3.4

Christopher Rensel, CAIA Christopher Rensel, CAIA Chicago, Illinois Details
Christopher Rensel, CAIA's CFA Institute Research Challenge Experience October 2010 - January 2011
Job Database Developer and Operations Liaison at Rotella Capital Management
Industry Financial Services
Experience
Rotella Capital Management  July 2013 - Present
PACCAR  July 2012 - July 2013
North American Breweries, Inc.   March 2012 - July 2012
Niagara University  October 2011 - October 2011
Chesapeake Capital Corporation  June 2011 - August 2011
CFA Institute Research Challenge   October 2010 - January 2011

Skills
Financial Analysis, Access, Microsoft Excel, Data Analysis, Financial Modeling, Finance, Analysis, Financial Reporting, Leadership, Corporate Finance, Forecasting, Business Strategy, Process Improvement, Risk Management, Equity Research, Valuation, Strategic Planning, Team Leadership, Microsoft Office, Accounting, Hedge Funds, Trading Systems, Software Development, C#, SQL

Education
Niagara University   2010 — 2012
BS, Finance, Economics, Accounting (Minor), 3.84 GPA

Bellevue Community College   2012 — 2013
Professional Certificate Program, C# Programming

Saint Vincent College   2008 — 2010
Finance

Kirk Swanson Kirk Swanson Seattle, Washington Details
Kirk Swanson's CFA Institute Research Challenge Experience October 2013 - March 2014
Job Investment Banking Analyst
Industry Investment Banking
Experience
D.A. Davidson Companies   February 2015 - Present
Boeing  July 2014 - February 2015
Keiretsu Forum  June 2014 - December 2014
Gary Baughn MSF Student Investment Fund   September 2013 - June 2014
CFA Institute Research Challenge   October 2013 - March 2014
T-Mobile  November 2012 - August 2013
Mary Lund-Davis Student Investment Fund  February 2011 - May 2012
Pacific Lutheran University, Conferences & Events   September 2008 - May 2012
Twin City Foods  June 2009 - August 2009

Education
Pacific Lutheran University   2013 — 2014
Master of Science (M.Sc.), Finance, 3.91

Pacific Lutheran University   2008 — 2012
Bachelor's Degree, Economics, 3.61

Hedmark University College (HH)   2010 — 2010

Redmond High School   2005 — 2008
High School

Chelsey Pulcheon Chelsey Pulcheon Las Vegas, Nevada Details
Chelsey Pulcheon's CFA Institute Research Challenge Experience August 2013 - March 2014
Job Retail Development Specialist at Goodyear Tire & Rubber Company
Industry Consumer Services
Experience
The Goodyear Tire & Rubber Company  July 2014 - Present
Northern Arizona University  August 2013 - May 2014
CFA Institute Research Challenge   August 2013 - March 2014
Northern Arizona University  August 2013 - December 2013
OfficeMax  January 2013 - September 2013
OfficeMax  January 2012 - January 2013

Skills
Finance, Corporate Finance, Investments, Access, Microsoft Office, Sales, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Bloomberg, Financial Analysis, Time Management, Inventory Management, Retail Sales, Adobe Acrobat, Factset, Fundraising, Retail

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2015 — 2017
Master of Business Administration (MBA)

Northern Arizona University   2011 — 2014
Bachelor of Science (B.S.), Finance, General, 3.95 gpa

Heritage High School   2007 — 2011
4.3 GPA

Cody Trebil Cody Trebil Dayton, Ohio Area Details
Cody Trebil's CFA Institute Research Challenge Experience October 2011 - March 2012
Job Accountant at WPCU
Industry Banking
Experience
Wright-Patt Credit Union  March 2015 - Present
Wright-Patt Credit Union  April 2013 - March 2015
Wright-Patt Credit Union  July 2012 - April 2013
CFA Institute Research Challenge   October 2011 - March 2012
Foot Locker, Inc  August 2010 - January 2012
Ashland University  August 2010 - March 2011

Skills
Financial Accounting, Financial Planning, Firm Valuation, Microsoft Office, Presentation Development, Security Analysis, Strategic Leadership, Investments, Strategic Financial..., Financial Analysis, Account Reconciliation, Customer Service, Data Analysis, Microsoft Excel, Critical Thinking, Asset Management, Corporate Finance

Education
Ashland University   2008 — 2012
Bachelor of Science (B.S.), Corporate Finance & Asset Management, 3.73

Stephen Merchant Stephen Merchant San Francisco Bay Area Details
Stephen Merchant's CFA Institute Research Challenge Experience October 2011 - February 2012
Job Financial Analyst at Marin Software
Industry Investment Management
Experience
Marin Software  September 2014 - Present
Symantec  July 2013 - August 2014
Symantec  August 2012 - July 2013
Student Managed Portfolio   September 2011 - June 2012
CFA Institute Research Challenge   October 2011 - February 2012
Wells Fargo Global Banking Group   June 2011 - September 2011
Forward Management, LLC   July 2010 - August 2010
Orfalea College of Business Leadership Program   January 2009 - December 2009

Skills
Valuation, Financial Analysis, Investments, Corporate Finance, Portfolio Management, Equities, Due Diligence

Education
California Polytechnic State University-San Luis Obispo   2008 — 2012
Bachelor of Science (BS), Business Admin

California Polytechnic State University
B.S, Business Administration; Finance

Kyle VanDusen Kyle VanDusen Hartford, Connecticut Details
Kyle VanDusen's CFA Institute Research Challenge Experience November 2013 - March 2014
Job Financial Analyst at Leonard Management Group
Industry Investment Management
Experience
Leonard Management Group   July 2014 - Present
SMF, Penn State Erie, The Behrend College   January 2014 - May 2014
CFA Institute Research Challenge   November 2013 - March 2014
Student Managed Fund  August 2013 - December 2013
First Citizens Community Bank  May 2011 - August 2013

Skills
Corporate Finance, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, French, Bloomberg, FactSet, DCF Valuation, Eviews, Linear Regression, Equity Valuation, Equity Derivatives

Education
Pennsylvania State University-Erie Campus   2010 — 2014
Bachelor of Science (B.S.), International Business, 3.8

Pennsylvania State University-Erie Campus   2010 — 2013
Bachelor of Science (B.S.), Finance, General, 3.8

Alena Lagunina Alena Lagunina New York, New York Details
Alena Lagunina's CFA Institute Research Challenge Experience September 2011 - February 2012
Job Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  June 2014 - Present
J. Moore Partners LLC  January 2013 - June 2013
International Republican Institute  June 2012 - August 2012
Pittsburg State University  January 2010 - June 2012
CFA Institute Research Challenge   September 2011 - February 2012
Pittsburg State University  September 2008 - May 2009

Skills
Research, Microsoft Office, Public Speaking, Non-profits, Financial Analysis, Equity Valuation, Project Planning, M&A, New Business Development, Start-ups, Mergers, Nonprofits, Analysis, Finance, Budgets, Market Research, Leadership, Valuation, Teamwork, Mergers & Acquisitions, English, Strategic Planning

Education
Vanderbilt University - Owen Graduate School of Management   2013 — 2014
Master of Science in Finance

Pittsburg State University   2008 — 2012
Bachelor of Business Administration (B.B.A.)

Taronja Escuela de Espanol   2011 — 2011

Nick Rounds Nick Rounds Greater Chicago Area Details
Nick Rounds's CFA Institute Research Challenge Experience November 2013 - January 2014
Job Analyst at InterOcean Capital, LLC
Industry Investment Management
Experience
InterOcean Capital, LLC  June 2014 - Present
Northern Illinois University  May 2013 - May 2014
Financial Management Association  August 2012 - May 2014
NIU Student Managed Portfolio   August 2012 - May 2014
CFA Institute Research Challenge   November 2013 - January 2014
Knaack, LLC (NIU ELC)   May 2013 - December 2013
BMO Harris Bank  May 2013 - August 2013

Skills
Time Management, Management, Accounting, Finance, Budgets, Account Reconciliation, Data Analysis, Due Diligence, Analysis, Access, Financial Modeling

Education
Northern Illinois University   2012 — 2014
Bachelor's of Science, Finance

Illinois Valley Community College   2010 — 2012
Associate of Science (A.S.)

jiao liu jiao liu Syracuse, New York Area Details
jiao liu's CFA Institute Research Challenge Experience October 2011 - January 2012
Job Senior Financial Consultant Assistant at corporate finance department at FTI Consulting
Industry Financial Services
Experience
FTI Consulting (Shanghai)   June 2012 - August 2012
CFA Institute Research Challenge   October 2011 - January 2012
New Times Securities Company   July 2010 - September 2010
Agricultural Bank of China  July 2009 - August 2009
Asia-Europe Business Forum   October 2008 - October 2008
2008 Beijing Olympic Games  July 2008 - August 2008
Hope project primary school in Tongzhou distict   March 2008 - July 2008

Skills
Data Analysis, Research, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Microsoft Word, Financial Analysis, Higher Education

Education
Syracuse University - Martin J. Whitman School of Management   2011 — 2013
Master of science, Finance

Syracuse University - Martin J. Whitman School of Management   2011 — 2012
Master of Science, Finance

Beijing International Studies University   2007 — 2011
Bachelor of Science, Finance

University of North Florida - College of Business Administration   2009 — 2009
Exchange student, finance

Ambassador of Martin J. Whitman School of Management

Coggin College of Business

Bryce Reynolds Bryce Reynolds Binghamton, New York Details
Bryce Reynolds's CFA Institute Research Challenge Experience September 2012 - February 2013
Job Certified Mentor Greater Binghamton SCORE Chapter 217, Adjunct Instructor at Elmira Business Institute
Industry Investment Management
Experience
Elmira Business Institute  August 2013 - Present
Family Members   January 2006 - January 2014
CFA Institute Research Challenge   September 2012 - February 2013
NYPAPaintball.com   January 2010 - May 2012
Adirondack Small Cap Fund  September 2011 - April 2012
Binghamton University Finance Society   September 2011 - November 2011
Broome Community College  August 2008 - December 2008
EXIT Realty Homeward Bound  May 2005 - May 2006
Uptown Transportation   January 2002 - June 2005

Skills
Microsoft Office 2010, Microsoft Office 2007, Research, Problem Solving, Microsoft Office, Teamwork, Investments, Public Speaking, Asset Management, Valuation, Financial Modeling, Budgeting, Forecasting, Private Equity, Venture Capital, Financial Analysis, Visual Basic, Fundamental Analysis, Equity Research, Equities, Leadership, Accounting, Budgets, Portfolio Management, Office 2010, Customer Service, Microsoft Excel, Microsoft Word, Start-ups, Strategy, Investment Strategies, DCF, Asset Allocation, Management

Education
Syracuse University - Martin J. Whitman School of Management   2012 — 2013
Master of Science (M.S.), Finance, GPA: 3.57/4.00

Binghamton University - School of Management   2010 — 2012
Bachelor of Science (B.S.), Management, Concentration in Finance, GPA: 3.45/4.00

Broome Community College   2007 — 2009
Associate of Science (A.S.), Business Administration, GPA: 3.75/4.00

New York State Education Department   1998 — 1998
High School Equivalency Diploma

Broome Tioga BOCES Department of Continuing Education   1998 — 1998
Certificate, Computer Repair Technician Program

Aaron Christie Aaron Christie Inver Grove Heights, Minnesota Details
Aaron Christie's CFA Institute Research Challenge Experience August 2011 - February 2012
Job Grain Merchandiser at CHS
Industry Farming
Experience
CHS  November 2013 - Present
IBM  January 2013 - November 2013
Marquette Asset Management  May 2012 - October 2012
Minnesota Sate University, Mankato Maverick Fund   August 2011 - May 2012
TCF Bank  May 2011 - May 2012
CFA Institute Research Challenge   August 2011 - February 2012
American Campus Communities  November 2010 - April 2011
Christie Farms   June 2008 - January 2011
Christie Farms   April 2005 - May 2008

Skills
Analysis, Forecasting, Valuation, Portfolio Management, Business Analysis, Research, Financial Analysis

Education
Minnesota State University, Mankato   2008 — 2012
Bachelor of Science Degree, Investment Analysis Finance and Financial Economics

Warren Stender Warren Stender Las Vegas, Nevada Details
Warren Stender's CFA Institute Research Challenge Experience October 2012 - April 2013
Job Capital Markets, Financial Analyst II at MGM Resorts International,
Industry Financial Services
Experience
MGM Resorts International  May 2015 - Present
MGM Resorts International  June 2014 - May 2015
MGM Resorts International  September 2013 - June 2014
Cement Masons Benefit Trust   January 2007 - September 2013
CFA Institute Research Challenge   October 2012 - April 2013
OPCMIA   October 2006 - December 2011

Skills
Finance, Investments, Financial Analysis, Customer Service, Training, Equity Research, Financial Modeling, Microsoft Excel, Microsoft Office, Portfolio Management, Equities, Asset Management, Valuation, Alternative Investments, Contract Negotiation, Mutual Funds, Corporate Finance, PowerPoint, Microsoft Word, Research

Education
University of Nevada-Las Vegas   2009 — 2012
Bachelor of Science (BS), Business Administration and Management, General

College of Southern Nevada
Associate of Science (A.S.), Chemistry

Molly Darrow Molly Darrow Greater Seattle Area Details
Molly Darrow's CFA Institute Research Challenge Experience September 2011 - April 2012
Job Treaty Analyst at Willis Re
Industry Financial Services
Experience
Willis Re  July 2012 - Present
Four Horsemen Investments  September 2011 - May 2012
CFA Institute Research Challenge   September 2011 - April 2012

Skills
Microsoft Word, Microsoft Office, Account Management, PowerPoint, Microsoft Excel

Education
University of Puget Sound   2008 — 2012
Bachelor of Arts, Business - Concentration in Finance, Minor in Mathematics

Brody Welch Brody Welch Portland, Oregon Details
Brody Welch's CFA Institute Research Challenge Experience November 2013 - April 2014
Job B.S. Business Administration Finance. CFA Level II candidate. Seeking entry level Financial Analyst position.
Industry Financial Services
Experience
The Motley Fool  2012 - Present
CFA Institute Research Challenge   November 2013 - April 2014
Portland State University Student Portfolio   September 2013 - December 2013
New Seasons Market  June 2009 - June 2011
Wildwood Restaurant and Bar   June 2007 - June 2009
The Radclyffe Group, LLC   November 2005 - March 2007
University of Oregon InfoGraphics Lab  May 2002 - May 2003

Skills
Microsoft Excel, Microsoft Office, Finance, Public Speaking, Customer Service, GAAP, IFRS, Pivot Tables, Vlookup, Financial Analysis, Corporate Finance, Access, Valuation

Education
Portland State University   2010 — 2012
Post-Baccalaureate B.S. Business Administration, Finance, General

Universtiy of Oregon   2000 — 2004
Bachelor of Fine Arts (B.F.A.), Multimedia Desgin

Rafal Lachcik Rafal Lachcik Greater Boston Area Details
Rafal Lachcik's CFA Institute Research Challenge Experience September 2015 - Present
Job Valuation Intern at Gordon Brothers Group
Industry Financial Services
Experience
CFA Institute Research Challenge   September 2015 - Present
Gordon Brothers Group  January 2015 - Present
Floyd Advisory   July 2015 - August 2015
Technetics Group  May 2014 - January 2015
Zolio Inc  June 2014 - August 2014

Education
Bentley University   2012 — 2016
Bachelor of Science (B.S.), Finance

Wall St Training   2014 — 2014
Valuation Methods & Financial Modeling

OpenDoor   2013 — 2014
Inside an Investment Bank (Sponsored by Bank of America Merrill Lynch), Finance and Financial Management Services

Marianapolis Preparatory School   2008 — 2012

Kira Ambrose Kira Ambrose Greater Boston Area Details
Kira Ambrose's CFA Institute Research Challenge Experience September 2014 - January 2015
Job Enterprise Risk Management Intern at American Fidelity
Industry Financial Services
Experience
Tufts Financial Group  May 2015 - Present
MFS Investment Management  June 2015 - August 2015
CFA Institute Research Challenge   September 2014 - January 2015
American Fidelity  June 2014 - September 2014
X-Effect   October 2013 - May 2014
Hands On Orlando  2013 - August 2013

Skills
Research, Bloomberg Terminal, Management, Financial Modeling, Leadership, Strategic Planning

Education
Tufts University   2012 — 2016
Bachelor of Science (BS), Quantitative Economics, Senior

Chengcheng (Selina) Ji Chengcheng (Selina) Ji Atlanta, Georgia Details
Chengcheng (Selina) Ji's CFA Institute Research Challenge Experience November 2012 - February 2013
Job Candidate in the Master of Finance; CFA Level III Complete
Industry Financial Services
Experience
Focus Investment Banking  May 2013 - August 2013
CFA Institute Research Challenge   November 2012 - February 2013
KPMG  August 2010 - December 2010
Quantum4D   June 2009 - August 2009

Skills
Financial Analysis, Financial Accounting, Corporate Valuation, Corporate Finance, Bloomberg, Risk Management, Financial Modeling, Portfolio Management, Economics, Cantonese, Mandarin, Valuation

Education
Georgia Institute of Technology   2012 — 2013
Master's degree, Quantitative and Computational Finance

The Chinese University of Hong Kong   2006 — 2010
Bachelor of Business Administration (BBA), Finance and Business Economics

University of California, Berkeley   2008 — 2008
Summer Courses

Joseph Hirschi Joseph Hirschi Provo, Utah Area Details
Joseph Hirschi's CFA Institute Research Challenge Experience December 2014 - February 2015
Job Financial Analyst Intern at Bostonbased Asset Manager/CFA Level I Candidate
Industry Financial Services
Experience
Asset Management Firm  September 2015 - Present
Siemens  May 2015 - Present
BYU Global Financial Advisors  January 2015 - Present
Lunt Capital   April 2015 - September 2015
Rollins Center for Entrepreneurship   September 2014 - May 2015
Caliber Wealth Management   February 2015 - April 2015
CFA Institute Research Challenge   December 2014 - February 2015
Next Horizons Laboratories   September 2014 - December 2014
Provo Missionary Training Center  August 2013 - April 2014

Skills
Financial Analysis, Microsoft Excel, Bloomberg, Finance, Strategic Planning, Public Speaking, Teaching, Teacher Training, Language Teaching, Leadership, Research, Customer Service, Team Leadership, Teamwork, Management

Education
Brigham Young University - Marriott School of Management   2010 — 2016
Bachelor of Finance, Asset Management

Brigham Young University

Spenser Allaway Spenser Allaway Fairfield, Connecticut Details
Spenser Allaway's CFA Institute Research Challenge Experience September 2011 - February 2012
Job Equity Research Associate at Green Street Advisors
Industry Financial Services
Experience
Green Street Advisors  November 2013 - Present
Citi  June 2012 - October 2013
Fairfield University  September 2008 - May 2012
CFA Institute Research Challenge   September 2011 - February 2012
Morgan Stanley Smith Barney  March 2011 - August 2011
HSBC Securities  December 2009 - January 2010

Skills
Portfolio Management, Research, Financial Modeling, Event Planning, PowerPoint, Bloomberg Terminal, Analysis, Valuation, Data Analysis, Microsoft Excel, Bloomberg

Education
Fairfield University   2008 — 2012
Bachelor of Science (BS), Finance, General, 3.95

Matthew Wine Matthew Wine Charlotte, North Carolina Area Details
Matthew Wine's CFA Institute Research Challenge Experience September 2014 - April 2015
Job Summer Analyst at Wells Fargo Securities Markets Division
Industry Financial Services
Experience
Bowden Investment Group  May 2014 - May 2015
CFA Institute Research Challenge   September 2014 - April 2015
Merrill Lynch  May 2014 - August 2014
Appalachian State University  August 2013 - May 2014

Skills
Financial Analysis, Teamwork, Equity Research, Derivatives, Presentation Skills, Communication, Report Writing, Excel Models, Market Research, Bloomberg Terminal, Finance

Education
Appalachian State University   2012 — 2016
Bachelor of Science in Business Administration, Finance and Banking and Economics, GPA: 3.76

Benjamin Guthmiller Benjamin Guthmiller Greater New York City Area Details
Benjamin Guthmiller's CFA Institute Research Challenge Experience August 2011 - February 2012
Job Senior Financial Analyst at IBM
Industry Information Technology and Services
Experience
IBM  January 2015 - Present
IBM  November 2013 - January 2015
IBM  December 2012 - November 2013
IBM  May 2012 - December 2012
CFA Institute Research Challenge   August 2011 - February 2012
Maverick Student Investment Fund  August 2011 - December 2011

Skills
Financial Analysis, Microsoft Excel, Team Leadership, Essbase, Variance Analysis, Financial Modeling, SPSS, Time Management, Capital IQ, Marketing, Analysis, PowerPoint, Leadership, Stata, Econometrics, Training, Public Speaking, Financial Reporting, Lean Six Sigma, Finance, Customer Service, Microsoft Office

Education
Minnesota State University, Mankato   2007 — 2012
Bachelor's of Science, Majors: Finance, Economics, Cum Laude

Tyler Prebor Tyler Prebor Atlanta, Georgia Details
Tyler Prebor's CFA Institute Research Challenge Experience November 2014 - April 2015
Job Investment Banking Analyst
Industry Investment Banking
Experience
SunTrust Robinson Humphrey  May 2015 - Present
CFA Institute Research Challenge   November 2014 - April 2015
Gator Student Investment Fund  January 2013 - April 2015
SunTrust Robinson Humphrey  May 2014 - August 2014
Coastal Conservation Association, Gator Chapter   January 2013 - August 2014
UBS Wealth Management  May 2013 - August 2013

Skills
PowerPoint, Data Analysis, Microsoft Excel, Investments, Financial Modeling, Bloomberg, Financial Analysis, Finance, Portfolio Management, Social Media, Valuation, Analysis, Investment Banking

Education
University of Florida   2014 — 2015
Master’s Degree, Finance

University of Florida   2012 — 2014
Bachelor’s Degree, Finance, Magna Cum Laude

Chase Monger Chase Monger Eden Prairie, Minnesota Details
Chase Monger's CFA Institute Research Challenge Experience September 2015 - Present
Job Athletic Assistant at College of Saint Benedict and Saint John’s University
Industry Facilities Services
Experience
CFA Institute Research Challenge   September 2015 - Present
College of Saint Benedict and Saint John’s University  August 2013 - Present
City of Eden Prairie  May 2015 - August 2015
Bailey Properties  June 2012 - August 2015

Skills
Microsoft Excel, Time Management, PowerPoint, Teamwork, Leadership, Customer Service, Public Speaking, Microsoft Office, Social Media, Social Networking, Microsoft Word

Education
College of Saint Benedict and Saint John's University   2013 — 2017
Economics

Eden Prairie High School   2009 — 2013

Bill Strausbaugh Bill Strausbaugh Charlotte, North Carolina Details
Bill Strausbaugh's CFA Institute Research Challenge Experience September 2011 - April 2012
Job Investment Banking Analyst at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities  June 2014 - Present
KPMG  January 2013 - March 2013
Appalachian State University  August 2011 - December 2012
Bowden Investment Group  August 2011 - May 2012
CFA Institute Research Challenge   September 2011 - April 2012
Appalachian State University  February 2010 - August 2011
Appalachian State University  August 2010 - May 2011
Appalachian State University  September 2009 - May 2011

Education
Wake Forest University   2013 — 2014
Master of Accounting

Appalachian State University   2009 — 2012
B.S.B.A., Accounting, Finance & Banking

Walter M. Williams High School   2005 — 2009
High School

Xinyu (Angel) Xia Xinyu (Angel) Xia Greater New York City Area Details
Xinyu (Angel) Xia's CFA Institute Research Challenge Experience September 2014 - March 2015
Job Graduate of Duke University Fuqua School of Business
Industry Financial Services
Experience
CFA Institute Research Challenge   September 2014 - March 2015
Krishi Star Project   September 2014 - December 2014
Cowin Venture Capital   May 2013 - July 2013
Public Service Division, Prime Minister's Office   June 2012 - August 2012
Industrial and Commercial Bank of China  May 2011 - July 2011

Skills
Teamwork, Research, Data Analysis, Financial Analysis, SQL, Financial Modeling, Valuation, Event Planning, Leadership, Time Management, Quantitative Analytics, Critical Thinking, Marketing Research, Team Building, Project Management, Nonprofits, Public Relations, Business Strategy, Marketing, Access, Marketing Strategy, Fundraising, Market Research, Marketing Communications, Strategic Planning, Analysis, Leadership Development, Team Leadership

Education
Duke University - The Fuqua School of Business   2014 — 2015
Master of Management Studies

The University of British Columbia   2010 — 2014
Bachelor of Commerce (B.Com.), Finance, Management of Information Systems

Beau Harrison Beau Harrison Riverton, Utah Details
Beau Harrison's CFA Institute Research Challenge Experience October 2013 - February 2014
Job Center for Health Care Quality Analyst at University of Missouri Health Care
Industry
Experience
University of Missouri Health Care  August 2015 - Present
U.S. Department of Veterans Affairs   February 2015 - Present
Vivint Solar  June 2014 - September 2014
Brigham Young University Hawaii  January 2014 - June 2014
CFA Institute Research Challenge   October 2013 - February 2014
Vivint  June 2013 - September 2013

Skills
Bloomberg Terminal, Data Analysis, Financial Modeling, Financial Analysis, Corporate Finance, Economics, Valuation, Microsoft Excel, Microsoft Office, Finance, Competitive Analysis, Leadership, Microsoft Word

Education
University of Missouri   2014 — 2016
Master of Healthcare Administration (M.H.A.), Health/Health Care Administration/Management, 3.8/4.0

Brigham Young University - Hawaii   2012 — 2014
Bachelor of Science (BS), Finance, 3.8/4.0

Franklin Forward Franklin Forward Seattle, Washington Details
Franklin Forward's CFA Institute Research Challenge Experience September 2010 - February 2011
Job Research Analyst at Hedge Fund
Industry Investment Management
Experience
Irvington Capital   February 2012 - January 2015
Oregon State Investment Group FBO OSU Endowment Fund   September 2009 - June 2011
CFA Institute Research Challenge   September 2010 - February 2011

Skills
Hedge Funds, Equity Research, Financial Analysis, US Equities, Alternative Investments, Financial Modeling, Equities, Analytics, Asset Management

Education
Oregon State University   2007 — 2011
Bachelor of Science (B.S.), Finance

Giancarlos Molina Giancarlos Molina Rochester, New York Area Details
Giancarlos Molina's CFA Institute Research Challenge Experience October 2013 - January 2014
Job Finance/Economics/Business Administration Major Seeking Employment at a Leading Asset Management Firm
Industry
Experience
Seaway Advisors, Ltd   February 2014 - April 2014
CFA Institute Research Challenge   October 2013 - January 2014
Merrill Lynch  September 2012 - December 2012
Nazareth College  January 2011 - 2012

Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, English, Windows, Factset

Education
Nazareth College of Rochester   2009 — 2014
Bachelor of Science (B.S.), Bachelor of Art (B.A.), Finance, Economics, Business Administration

Trinity Pawling   2008 — 2009

Chinye Oseji, MBA Chinye Oseji, MBA Greater Atlanta Area Details
Chinye Oseji, MBA's CFA Institute Research Challenge Experience October 2013 - February 2014
Job Financial Analyst Professional
Industry Broadcast Media
Experience
Cox Communications  January 2014 - May 2014
CFA Institute Research Challenge   October 2013 - February 2014
GSU Portfolio Management Team   November 2012 - December 2013
Society for Women's Health Research  January 2009 - July 2010
International Center for Journalists  March 2008 - December 2008
U.S. House of Representatives   August 2007 - December 2007

Skills
Finance, Financial Analysis, Bloomberg Terminal, Fundraising, Research, Analysis, Financial Modeling, Access, Microsoft Office, Microsoft Excel, Policy, Excel, PowerPoint, Nonprofits, Datastream, Pivot Tables, Vlookup, Bloomberg, Capital IQ, Capital Markets, Portfolio Management, Portfolio Optimization, Valuation, DCF Valuation, Corporate Finance, Investments, Equities, Comparab, Competitive Analysis, Autodesk Software, Data Analysis, Microsoft Word

Education
Georgia State University - J. Mack Robinson College of Business   2012 — 2014
MBA, Finance, 3.54

The George Washington University   2005 — 2009
BA, International Affairs/ Middle Eastern Studies

Xueqian Jiang Xueqian Jiang San Francisco Bay Area Details
Xueqian Jiang's CFA Institute Research Challenge Experience December 2014 - March 2015
Job Stanford University
Industry Financial Services
Experience
J.P. Morgan   June 2015 - August 2015
CFA Institute Research Challenge   December 2014 - March 2015
Guotai Junan Securities Co., Ltd   June 2014 - August 2014
zPark Capital   May 2014 - July 2014
Instream Partners LLC  January 2014 - March 2014
Accenture  January 2013 - April 2013
Nokia Networks  May 2012 - April 2013
FORMULA 1 SINGAPORE GRAND PRIX   September 2011 - September 2012
Standard Chartered Bank  May 2011 - July 2011

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Mandarin, Bloomberg, Corporate Finance, VBA, Matlab, Economics, Business Strategy, Data Analysis, Market Research, Management, Strategy, Leadership, Research, Project Planning, Training, Analysis, C++

Education
Stanford University   2013 — 2016
Electrical Engineering

Ewha Womans University   2013 — 2013
Summer School, Asian History

National University of Singapore   2009 — 2012
Bachelor of Engineering (BEng),1st Class Honors, Electrical Engineering

Raffles Junior College   2007 — 2008

Hanna J Azar Hanna J Azar San Francisco Bay Area Details
Hanna J Azar's CFA Institute Research Challenge Experience December 2011 - March 2012
Job Manager at City Radio
Industry Retail
Experience
Crafted Beard   March 2015 - Present
City Cell Repair   January 2012 - Present
Private Investor  January 2011 - Present
City Radio INC   January 2010 - Present
CFA Institute Research Challenge   December 2011 - March 2012

Skills
Financial Modeling, Valuation, Competitive Analysis, Analysis, Financial Analysis, Investments, Asset Management, Corporate Finance, Microsoft Excel, Portfolio Management, Financial Reporting, Data Analysis, PowerPoint, Financial Risk, Microsoft Office, Customer Service, Finance, Access, Microsoft Word, Strategic Planning

Education
San Francisco State University   2010 — 2012
Business, Finance