CFA Institute Research Challenge
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CFA Institute Research Challenge Employees
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
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%
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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