Cougar Investment Fund
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Cougar Investment Fund Employees
Employee
Years
Job
Industry
Brady Arnone Brady Arnone's Cougar Investment Fund Experience January 2015 - May 2015
Job Account Executive at Yelp
Industry Financial Services
Experience
Yelp July 2015 - Present
The Coca-Cola Company October 2014 - Present
Cougar Investment Fund January 2015 - May 2015
Coeur d'Alene Resort May 2014 - August 2014
Edward Jones July 2012 - August 2013
Skills
Finance, Team Leadership, Communication, International Business, Time Management, Organizational..., Business Intelligence, Goal-oriented..., Analysis, Teamwork, Management, Leadership, Financial Analysis, Data Analysis, Budgets, Access, Customer Service
Education
Washington State University - College of Business and Economics 2012 — 2015
Finance and Marketing
Southern Utah University 2011 — 2012
Yelp July 2015 - Present
The Coca-Cola Company October 2014 - Present
Cougar Investment Fund January 2015 - May 2015
Coeur d'Alene Resort May 2014 - August 2014
Edward Jones July 2012 - August 2013
Skills
Finance, Team Leadership, Communication, International Business, Time Management, Organizational..., Business Intelligence, Goal-oriented..., Analysis, Teamwork, Management, Leadership, Financial Analysis, Data Analysis, Budgets, Access, Customer Service
Education
Washington State University - College of Business and Economics 2012 — 2015
Finance and Marketing
Southern Utah University 2011 — 2012
George Taneff George Taneff's Cougar Investment Fund Experience August 2009 - September 2010
Job Treasury Manager at Tricon Energy Ltd.
Industry Investment Management
Experience
Tricon Energy Ltd. June 2011 - Present
Main Street Capital Corporation September 2010 - June 2011
CarboFinance 2008 - 2011
Cougar Investment Fund August 2009 - September 2010
Bauer MBA Finance Club 2009 - September 2010
Computer Solutions November 2006 - September 2010
Related Projects January 2008 - June 2010
Tricon Energy 2010 - 2010
Hi-Tec IT Consulting September 2003 - August 2006
Skills
Valuation, Financial Modeling, Mergers, Private Equity, Investments, Equities, Financial Analysis, Portfolio Management, Business Planning, Corporate Finance, Mergers & Acquisitions
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
Master, Business Administration
University of Houston- Clear Lake May 2008
Bachelor of Science, Computer Science
Tricon Energy Ltd. June 2011 - Present
Main Street Capital Corporation September 2010 - June 2011
CarboFinance 2008 - 2011
Cougar Investment Fund August 2009 - September 2010
Bauer MBA Finance Club 2009 - September 2010
Computer Solutions November 2006 - September 2010
Related Projects January 2008 - June 2010
Tricon Energy 2010 - 2010
Hi-Tec IT Consulting September 2003 - August 2006
Skills
Valuation, Financial Modeling, Mergers, Private Equity, Investments, Equities, Financial Analysis, Portfolio Management, Business Planning, Corporate Finance, Mergers & Acquisitions
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
Master, Business Administration
University of Houston- Clear Lake May 2008
Bachelor of Science, Computer Science
Connor Phelps Connor Phelps's Cougar Investment Fund Experience January 2015 - May 2015
Job Recent Washington State University graduate exploring entrylevel positions within the financial service industry
Industry Financial Services
Experience
Cougar Investment Fund January 2015 - May 2015
Tau Kappa Epsilon Fraternity January 2014 - December 2014
Northwestern Mutual May 2014 - September 2014
RC Special Events June 2013 - August 2013
Nordstrom June 2012 - August 2012
The Summit at Snoqualmie December 2010 - February 2011
Skills
PowerPoint, Microsoft Excel, Risk Management, Teamwork, Microsoft Office, Microsoft Word, Team Leadership, Management, Access, Sales, Public Speaking, Customer Service, Leadership, Time Management, Social Networking
Education
Washington State University - College of Business and Economics 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, Alumni
University of Arizona 2011 — 2013
Finance, General, Sophomore
Cougar Investment Fund January 2015 - May 2015
Tau Kappa Epsilon Fraternity January 2014 - December 2014
Northwestern Mutual May 2014 - September 2014
RC Special Events June 2013 - August 2013
Nordstrom June 2012 - August 2012
The Summit at Snoqualmie December 2010 - February 2011
Skills
PowerPoint, Microsoft Excel, Risk Management, Teamwork, Microsoft Office, Microsoft Word, Team Leadership, Management, Access, Sales, Public Speaking, Customer Service, Leadership, Time Management, Social Networking
Education
Washington State University - College of Business and Economics 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, Alumni
University of Arizona 2011 — 2013
Finance, General, Sophomore
Marco Guzmán, P.E. Marco Guzmán, P.E.'s Cougar Investment Fund Experience June 2013 - Present
Job Security Analyst at the Cougar Investment Fund
Industry Civil Engineering
Experience
Cougar Investment Fund June 2013 - Present
Klotz Associates June 2006 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microstation, Geopak, ArcGIS, Public Speaking, Leadership, Teamwork, Intuition, Common Sense, Fast Learner, Organization, Assertiveness
Education
University of Houston 2012 — 2014
Master of Business Administration (MBA)
The University of Texas at Austin 2005 — 2008
Bachelor of Science (BS), Civil Engineering
Cougar Investment Fund June 2013 - Present
Klotz Associates June 2006 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microstation, Geopak, ArcGIS, Public Speaking, Leadership, Teamwork, Intuition, Common Sense, Fast Learner, Organization, Assertiveness
Education
University of Houston 2012 — 2014
Master of Business Administration (MBA)
The University of Texas at Austin 2005 — 2008
Bachelor of Science (BS), Civil Engineering
Joshua Rea Joshua Rea's Cougar Investment Fund Experience August 2014 - August 2015
Job Finance Analyst | MBA
Industry Financial Services
Experience
Cardinal Health March 2015 - Present
Cougar Investment Fund August 2014 - August 2015
JMFA October 2013 - March 2015
UBS May 2012 - September 2013
Chase May 2010 - April 2012
Wells Fargo February 2002 - April 2010
Skills
Financial Analysis, Portfolio Management, Investments, Financial Services, Finance, Financial Modeling, Valuation, Microsoft Excel, Banking, Corporate Finance, Mutual Funds, Credit, Consumer Lending, PowerPoint, Securities, Asset Allocation, Business Strategy, Loans, Bloomberg, Wealth Management, Financial Advisory, Insurance, Financial Statement..., Discounted Cash Flow, Cash Flow, DCF Valuation, ThomsonOne, Capital Markets, Derivatives, Retirement Planning, Microsoft Word, Capital IQ, SAP BI, SAP ERP, Equity Research
Education
University of Houston
Master of Business Administration (M.B.A.)
University of Houston-Downtown
Bachelor of Business Administration (B.B.A.), Finance
Cardinal Health March 2015 - Present
Cougar Investment Fund August 2014 - August 2015
JMFA October 2013 - March 2015
UBS May 2012 - September 2013
Chase May 2010 - April 2012
Wells Fargo February 2002 - April 2010
Skills
Financial Analysis, Portfolio Management, Investments, Financial Services, Finance, Financial Modeling, Valuation, Microsoft Excel, Banking, Corporate Finance, Mutual Funds, Credit, Consumer Lending, PowerPoint, Securities, Asset Allocation, Business Strategy, Loans, Bloomberg, Wealth Management, Financial Advisory, Insurance, Financial Statement..., Discounted Cash Flow, Cash Flow, DCF Valuation, ThomsonOne, Capital Markets, Derivatives, Retirement Planning, Microsoft Word, Capital IQ, SAP BI, SAP ERP, Equity Research
Education
University of Houston
Master of Business Administration (M.B.A.)
University of Houston-Downtown
Bachelor of Business Administration (B.B.A.), Finance
Sarah Carr Sarah Carr's Cougar Investment Fund Experience August 2011 - December 2012
Job Business Professional
Industry Financial Services
Experience
Mattress Firm July 2015 - Present
francesca’s® May 2013 - October 2014
Friedberg Investment Management July 2012 - January 2013
Cougar Investment Fund August 2011 - December 2012
Colliers Property Management Services Houston, LLC September 2007 - January 2011
Skills
Financial Analysis, Investments, Valuation, Finance, Analysis, Project Management, CRM, Marketing, Data Analysis, Budgets, Microsoft Excel, Inventory Management, Strategic Planning, Microsoft Office, Customer Service, Change Management, Outlook, PowerPoint, Portfolio Management, Commercial Real Estate, Accounting, Management
Education
University of Houston, C.T. Bauer College of Business 2010 — 2012
Master of Business Administration, Finance
Texas A&M University 2003 — 2006
Bachelor of Science, Political Science, Minor in Business Administration
Mattress Firm July 2015 - Present
francesca’s® May 2013 - October 2014
Friedberg Investment Management July 2012 - January 2013
Cougar Investment Fund August 2011 - December 2012
Colliers Property Management Services Houston, LLC September 2007 - January 2011
Skills
Financial Analysis, Investments, Valuation, Finance, Analysis, Project Management, CRM, Marketing, Data Analysis, Budgets, Microsoft Excel, Inventory Management, Strategic Planning, Microsoft Office, Customer Service, Change Management, Outlook, PowerPoint, Portfolio Management, Commercial Real Estate, Accounting, Management
Education
University of Houston, C.T. Bauer College of Business 2010 — 2012
Master of Business Administration, Finance
Texas A&M University 2003 — 2006
Bachelor of Science, Political Science, Minor in Business Administration
John Keeton, CFA John Keeton, CFA's Cougar Investment Fund Experience 2007 - 2008
Job Wealth Strategist at Covenant Multifamily Offices, LLC
Industry Investment Management
Experience
Covenant July 2013 - Present
JPMorgan - Private Bank August 2010 - July 2013
Frost Bank / Covenant Multifamily Office May 2009 - August 2010
SMH Capital February 2008 - May 2009
Cougar Investment Fund 2007 - 2008
Education
Garland High School 1994 — 1998
Texas State University
BBA - Finance
University of Houston
Masters of Science - Finance
Covenant July 2013 - Present
JPMorgan - Private Bank August 2010 - July 2013
Frost Bank / Covenant Multifamily Office May 2009 - August 2010
SMH Capital February 2008 - May 2009
Cougar Investment Fund 2007 - 2008
Education
Garland High School 1994 — 1998
Texas State University
BBA - Finance
University of Houston
Masters of Science - Finance
Krishna Danda Krishna Danda's Cougar Investment Fund Experience August 2010 - August 2011
Job Investment Specialist at J.P. Morgan
Industry
Experience
J.P. Morgan July 2013 - Present
Goldman Sachs June 2012 - August 2012
CSC June 2006 - September 2011
Cougar Investment Fund August 2010 - August 2011
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
University of Houston, C.T. Bauer College of Business 2009 — 2011
Master of Science (M.S.), Finance
The University of Texas at Austin 2001 — 2006
Bachelor of Science (B.S.), Electrical Engineering
J.P. Morgan July 2013 - Present
Goldman Sachs June 2012 - August 2012
CSC June 2006 - September 2011
Cougar Investment Fund August 2010 - August 2011
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
University of Houston, C.T. Bauer College of Business 2009 — 2011
Master of Science (M.S.), Finance
The University of Texas at Austin 2001 — 2006
Bachelor of Science (B.S.), Electrical Engineering
Todd Mehrkens's Cougar Investment Fund Experience January 2014 - May 2014
Job Senior Credit Analyst Middle Market Group at Comerica Bank
Industry Financial Services
Experience
Comerica Bank August 2014 - Present
Cougar Investment Fund January 2014 - May 2014
Washington State University Finance, Insurance and Real Estate Club August 2013 - May 2014
East King Country Referee Association January 2004 - December 2012
Kona Medical, Inc. June 2011 - August 2012
Theta Chi Fraternity December 2010 - May 2011
Skills
Time Management, Microsoft Excel, Customer Service, Finance, PowerPoint, Microsoft Office
Education
Washington State University 2010 — 2014
Bachelor of Business Administration (BBA), Finance
University of Cape Town 2013 — 2013
International Finance and Economics
Newport High School 2006 — 2010
High School
Comerica Bank August 2014 - Present
Cougar Investment Fund January 2014 - May 2014
Washington State University Finance, Insurance and Real Estate Club August 2013 - May 2014
East King Country Referee Association January 2004 - December 2012
Kona Medical, Inc. June 2011 - August 2012
Theta Chi Fraternity December 2010 - May 2011
Skills
Time Management, Microsoft Excel, Customer Service, Finance, PowerPoint, Microsoft Office
Education
Washington State University 2010 — 2014
Bachelor of Business Administration (BBA), Finance
University of Cape Town 2013 — 2013
International Finance and Economics
Newport High School 2006 — 2010
High School
William Stetson, MBA William Stetson, MBA's Cougar Investment Fund Experience January 2011 - May 2011
Job Index Analyst at FTSE Russell
Industry Investment Management
Experience
Russell Investments November 2013 - Present
Ammex March 2012 - August 2012
Absolute Alpha Asset Management March 2011 - July 2012
Lane Council of Governments June 2011 - August 2011
Cougar Investment Fund January 2011 - May 2011
Museum of Natural and Cultural History (University of Oregon) September 2006 - July 2008
Skills
Financial Analysis, Microsoft Excel, Finance, Financial Modeling, Business Analysis, Portfolio Management, Public Speaking, Investments, SQL, VBA, Business Planning, International Finance, Strategic Financial..., Quantitative Risk..., Risk Management, SharePoint, Data Mining, PowerPivot
Education
Gonzaga University 2012 — 2012
MBA, Finance Concentration, 3.80
Washington State University 2008 — 2011
BA Business Administration, Finance, 3.57
Russell Investments November 2013 - Present
Ammex March 2012 - August 2012
Absolute Alpha Asset Management March 2011 - July 2012
Lane Council of Governments June 2011 - August 2011
Cougar Investment Fund January 2011 - May 2011
Museum of Natural and Cultural History (University of Oregon) September 2006 - July 2008
Skills
Financial Analysis, Microsoft Excel, Finance, Financial Modeling, Business Analysis, Portfolio Management, Public Speaking, Investments, SQL, VBA, Business Planning, International Finance, Strategic Financial..., Quantitative Risk..., Risk Management, SharePoint, Data Mining, PowerPivot
Education
Gonzaga University 2012 — 2012
MBA, Finance Concentration, 3.80
Washington State University 2008 — 2011
BA Business Administration, Finance, 3.57
Jed Goldberg's Cougar Investment Fund Experience August 2014 - Present
Job Rotational Program Calpine
Industry Utilities
Experience
Calpine July 2015 - Present
Cougar Investment Fund August 2014 - Present
SURGE Ventures May 2014 - August 2014
Cougar Venture Fund January 2014 - May 2014
Invesco September 2012 - May 2013
US Department of Commerce, Market Access and Compliance May 2012 - August 2012
Dore Deutscher Law Group, PLLC June 2009 - August 2009
Skills
DCF Valuation, Equity Valuation, Business Modeling, Statistics, Statistical Modeling, Economics, Regression Models, Data Analysis
Education
University of Houston 2013 — 2015
Master of Business Administration (MBA), Finance
University of Washington School of Law 2008 — 2012
Juris Doctor, Law
Vanderbilt University 2004 — 2008
Bachelor’s Degree, Economics
Calpine July 2015 - Present
Cougar Investment Fund August 2014 - Present
SURGE Ventures May 2014 - August 2014
Cougar Venture Fund January 2014 - May 2014
Invesco September 2012 - May 2013
US Department of Commerce, Market Access and Compliance May 2012 - August 2012
Dore Deutscher Law Group, PLLC June 2009 - August 2009
Skills
DCF Valuation, Equity Valuation, Business Modeling, Statistics, Statistical Modeling, Economics, Regression Models, Data Analysis
Education
University of Houston 2013 — 2015
Master of Business Administration (MBA), Finance
University of Washington School of Law 2008 — 2012
Juris Doctor, Law
Vanderbilt University 2004 — 2008
Bachelor’s Degree, Economics
Sima Gupta, CPA's Cougar Investment Fund Experience January 2005 - December 2005
Job Tax Manager at EY
Industry Accounting
Experience
EY January 2015 - Present
PKF Texas January 2011 - December 2014
PKF Texas January 2006 - December 2010
Cougar Investment Fund January 2005 - December 2005
Skills
US Tax, Tax, CPA, Tax Research, Tax Advisory, Income Tax, Corporate Tax, US GAAP, GAAP, International Tax, Tax Accounting, Tax Preparation, Accounting, SEC filings, Partnership Taxation, FIN 48
Education
University of Houston 2004 — 2006
MBA, FINANCE & ACCOUNTING
EY January 2015 - Present
PKF Texas January 2011 - December 2014
PKF Texas January 2006 - December 2010
Cougar Investment Fund January 2005 - December 2005
Skills
US Tax, Tax, CPA, Tax Research, Tax Advisory, Income Tax, Corporate Tax, US GAAP, GAAP, International Tax, Tax Accounting, Tax Preparation, Accounting, SEC filings, Partnership Taxation, FIN 48
Education
University of Houston 2004 — 2006
MBA, FINANCE & ACCOUNTING
Daniel Pinard's Cougar Investment Fund Experience August 2012 - August 2013
Job Stock Analyst & Portfolio Manager
Industry Investment Management
Experience
Woodway Financial Advisors August 2013 - Present
Cougar Investment Fund August 2012 - August 2013
American Computer Services March 2010 - December 2011
American National Insurance June 2008 - February 2010
American National Insurance December 2004 - May 2008
Education
University of Houston 2011 — 2013
Master of Business Administration, Financial Services Management
Texas A&M University 1999 — 2003
Bachelor of Science, Applied Mathematical Sciences
Woodway Financial Advisors August 2013 - Present
Cougar Investment Fund August 2012 - August 2013
American Computer Services March 2010 - December 2011
American National Insurance June 2008 - February 2010
American National Insurance December 2004 - May 2008
Education
University of Houston 2011 — 2013
Master of Business Administration, Financial Services Management
Texas A&M University 1999 — 2003
Bachelor of Science, Applied Mathematical Sciences
Anthony Smith, MBA's Cougar Investment Fund Experience August 2011 - December 2012
Job Senior Analyst at Real Estate Research Corporation
Industry Real Estate
Experience
Real Estate Research Corporation October 2013 - Present
Cougar Investment Fund August 2011 - December 2012
Chamberlin Roofing & Waterproofing August 1998 - March 2009
Skills
Financial Analysis, Investments, Valuation, Equity Valuation, Project Management, Operations Management, Data Analysis, Capital Budgeting, Risk Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Finance, Accounting, CPM Scheduling, Supply Chain Management, Commercial Real Estate, Commercial Real Estate...
Education
CFA Institute 2012 — 2016
CFA Institute
University of Houston, C.T. Bauer College of Business 2013 — 2014
Master of Business Administration (MBA), Real Estate, Real Estate Development
University of Houston, C.T. Bauer College of Business 2010 — 2012
Master of Business Administration (MBA), Finance and Financial Services Management, 3.94
Austin Community College 2009 — 2010
Professional Development, Classes in Economics, Accounting, & Statistics, 4.0
Texas A&M University 1993 — 1998
Bachelor of Science (B.S.), Construction Management, 3.53
Real Estate Research Corporation October 2013 - Present
Cougar Investment Fund August 2011 - December 2012
Chamberlin Roofing & Waterproofing August 1998 - March 2009
Skills
Financial Analysis, Investments, Valuation, Equity Valuation, Project Management, Operations Management, Data Analysis, Capital Budgeting, Risk Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Finance, Accounting, CPM Scheduling, Supply Chain Management, Commercial Real Estate, Commercial Real Estate...
Education
CFA Institute 2012 — 2016
CFA Institute
University of Houston, C.T. Bauer College of Business 2013 — 2014
Master of Business Administration (MBA), Real Estate, Real Estate Development
University of Houston, C.T. Bauer College of Business 2010 — 2012
Master of Business Administration (MBA), Finance and Financial Services Management, 3.94
Austin Community College 2009 — 2010
Professional Development, Classes in Economics, Accounting, & Statistics, 4.0
Texas A&M University 1993 — 1998
Bachelor of Science (B.S.), Construction Management, 3.53
Kuang-Yi Zhao's Cougar Investment Fund Experience August 2013 - August 2014
Job Financial Analyst
Industry Utilities
Experience
Southwest Water Company March 2014 - Present
Cougar Investment Fund August 2013 - August 2014
The Alexander Group June 2013 - February 2014
Frumity January 2013 - February 2014
Beecher Reagan Advisors September 2012 - May 2013
Genview Corporation May 2012 - May 2013
Baylor College of Medicine July 2009 - May 2011
Skills
Valuation, Finance, Financial Modeling, Entrepreneurship, Mergers & Acquisitions, Due Diligence, Corporate FP&A, Portfolio Management, Data Analysis, Investments, Project Management, Strategic Consulting, Research, SAP, Start-ups, Financial Analysis, Lifesciences, Corporate Finance, Business Analysis, Management Consulting, Team Building, Strategic Planning, Management, Statistics, Equities, Competitive Analysis, Human Resources, Strategy, Mutual Funds, Market Research, Financial Advisory, Professional Services, Economics, Business Strategy, Risk Management, Recruiting, Bloomberg, Capital IQ
Education
University of Houston 2012 — 2014
Msc Finance, Finance, 4.0/4.0
Baylor College of Medicine 2009 — 2011
Biochemistry and Molecular Biology
Purdue University 2007 — 2009
Bachelor of Science, Plant Biology, 3.7/4.0
China Agricultural University 2005 — 2007
Bachelor's degree, Plant Pathology/Phytopathology, 3.5/4.0
Southwest Water Company March 2014 - Present
Cougar Investment Fund August 2013 - August 2014
The Alexander Group June 2013 - February 2014
Frumity January 2013 - February 2014
Beecher Reagan Advisors September 2012 - May 2013
Genview Corporation May 2012 - May 2013
Baylor College of Medicine July 2009 - May 2011
Skills
Valuation, Finance, Financial Modeling, Entrepreneurship, Mergers & Acquisitions, Due Diligence, Corporate FP&A, Portfolio Management, Data Analysis, Investments, Project Management, Strategic Consulting, Research, SAP, Start-ups, Financial Analysis, Lifesciences, Corporate Finance, Business Analysis, Management Consulting, Team Building, Strategic Planning, Management, Statistics, Equities, Competitive Analysis, Human Resources, Strategy, Mutual Funds, Market Research, Financial Advisory, Professional Services, Economics, Business Strategy, Risk Management, Recruiting, Bloomberg, Capital IQ
Education
University of Houston 2012 — 2014
Msc Finance, Finance, 4.0/4.0
Baylor College of Medicine 2009 — 2011
Biochemistry and Molecular Biology
Purdue University 2007 — 2009
Bachelor of Science, Plant Biology, 3.7/4.0
China Agricultural University 2005 — 2007
Bachelor's degree, Plant Pathology/Phytopathology, 3.5/4.0