Davis Center for Portfolio Management
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Davis Center for Portfolio Management Employees
Office of Admission and Financial Aid February 2014 - Present
Housing and Residence Life January 2014 - Present
Nordstrom May 2013 - Present
Davis Center for Portfolio Management August 2013 - April 2014
Davis Center for Portfolio Management December 2012 - May 2013
Abercrombie & Fitch December 2011 - August 2012
ChaCha May 2011 - August 2011
Skills
Microsoft Excel, Customer Service, Social Media, Teamwork, Public Speaking, Team Leadership, Communication
Education
University of Dayton 2012 — 2016
Bachelor of Science (BS), International Business and Marketing
The Home Ranch May 2014 - October 2014
Davis Center for Portfolio Management January 2014 - May 2014
Gamma Epsilon Lambda (Co-Ed Service Fraternity) August 2013 - May 2014
University of Dayton August 2011 - May 2014
Beverly Financial Group May 2012 - August 2012
University of Dayton January 2011 - May 2011
Skills
Financial Analysis, Customer Service, Accounting, Microsoft Office, Microsoft Excel, Community Outreach, Social Media
Education
University of Dayton 2010 — 2014
Bachelor of Science in Business Administration, Finance and Accounting
Richmond, The American International University in London 2012 — 2012
Colgate Palmolive November 2014 - Present
Colgate Palmolive April 2013 - November 2014
Colgate Palmolive May 2011 - March 2013
Colgate Palmolive May 2010 - May 2011
NCR May 2008 - August 2009
Davis Center for Portfolio Management January 2008 - August 2009
The Berry Company Client Traditional and Digital Advertising Campaign Case Study March 2009 - May 2009
Marketing Strategy Plan for the University of Dayton School of Business Adminstration January 2009 - May 2009
Nestle New Product Innovation & Branding Challenge March 2009 - April 2009
Market Segmentation and Consumer Behavior August 2008 - December 2008
Skills
Market Research, Competitive Analysis, Marketing Strategy, Marketing, Management, Analysis, Digital Media, SPSS, Research, Financial Analysis, Social Media Marketing, Analytics
Education
University of Dayton 2007 — 2011
Bachelors, Concentrations in Marketing, Finance, and Psychology
Davis Center for Portfolio Management August 2014 - Present
Anthony's Auto Detailing March 2012 - September 2014
F.N.B. Corporation May 2014 - August 2014
Davis Center for Portfolio Management August 2013 - April 2014
Davis Center for Portfolio Management November 2012 - May 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Teamwork, Customer Service, Research, Portfolio Management, Investments, Leadership, Equities
Education
University of Dayton 2012 — 2016
Bachelor of Science in Business Administration, Accounting and Finance
Kudla Dynamic Allocation Fund June 2014 - Present
Davis Center for Portfolio Management September 2014 - Present
Davis Center for Portfolio Management August 2013 - Present
PIMCO June 2015 - August 2015
Kudla Dynamic Allocation Fund January 2014 - June 2014
Davis Center for Portfolio Management December 2012 - May 2013
Skills
PowerPoint, Research, Bloomberg Terminal, Morningstar Direct, Microsoft Excel, Bloomberg, Equities
Education
University of Dayton 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Sophomore
Express Scripts February 2013 - Present
Deloitte & Touche September 2010 - January 2013
Hammerman, Graf, Hughes & Co., Inc. January 2010 - May 2010
Southwest Airlines June 2009 - August 2009
Davis Center for Portfolio Management January 2009 - May 2009
Trinity Wealth Advisors May 2008 - August 2008
Education
University of Dayton 2005 — 2010
B.S. in Accounting; B.S. in Finance; M.B.A., Accounting; Finance
J.P. Morgan June 2014 - Present
Davis Center for Portfolio Management January 2011 - March 2014
J.P. Morgan May 2013 - August 2013
EBS Asset Management May 2012 - August 2012
C.H. Dean, Inc. June 2011 - August 2011
Skills
Financial Modeling, Microsoft Excel, Bloomberg, Financial Analysis, Portfolio Management, Investment Management, Leadership, Microsoft Office, Investments, Equities, Friendly Personality
Education
University of Dayton 2010 — 2014
University of Dayton, Finance and Accounting, Senior
Flyer Consulting January 2015 - Present
Cleveland Research Company May 2015 - Present
Davis Center For Portfolio Management April 2014 - Present
Meierjohan Building Group June 2014 - August 2014
Northern Technical Group May 2010 - August 2013
Panera Bread November 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management
Education
University of Dayton 2012 — 2016
Applied Mathematical Economics & Finance
TEKsystems May 2015 - Present
TEKsystems June 2014 - May 2015
Definity Partners May 2013 - April 2014
Flyer Enterprise April 2013 - August 2013
MyEndoShop January 2013 - August 2013
Flyer Enterprises March 2011 - April 2013
Davis Center for Portfolio Management December 2010 - August 2012
Skills
Microsoft Office, Customer Service, CRM, PowerPoint, Microsoft Excel, Public Speaking, Event Planning, Sales, Research, Google Analytics, Networking
Education
University of Dayton 2010 — 2014
Bachelor of Business Administration (BBA), International Business/Marketing and Spanish Minor, Senior
Universidad de Deusto 2012 — 2013
Study Abroad Program, Business Economics and Spanish
J.P. Morgan July 2014 - Present
Davis Center for Portfolio Management August 2013 - May 2014
J.P. Morgan June 2013 - August 2013
R.I.S.E Forum January 2013 - April 2013
Davis Center for Portfolio Management May 2011 - May 2012
Skills
Microsoft Excel
Education
University of Dayton 2010 — 2014
Bachelor's Degree, Finance & Business Economics
PNC August 2015 - Present
PNC May 2013 - August 2015
PNC August 2011 - May 2013
Flyer FOREX Fund May 2010 - May 2011
Davis Center for Portfolio Management April 2010 - May 2011
Flyer Investments April 2010 - December 2010
Black Knight Financial Services May 2010 - August 2010
Skills
Credit Analysis, Loans, Valuation, Financial Analysis, Financial Modeling, Management, Debt, Due Diligence, Derivatives, Loan Pricing, Financial Structuring, Loan Documents, Syndications, Capital Markets, Capital Raising, Lease Financing
Education
University of Dayton 2007 — 2011
B.S, Finance
Bphs
BlackRock August 2013 - Present
Global Platinum Securities February 2011 - May 2013
Davis Center for Portfolio Management May 2011 - April 2013
BlackRock May 2012 - August 2012
Flyer Forex Fund December 2010 - April 2012
Ziegler Bolt and Parts Company July 2011 - August 2011
Davis Center for Portfolio Management January 2010 - May 2011
Skills
Trading, Portfolio Management, Equities, Investments, Bloomberg, Microsoft Office, Mutual Funds, Microsoft Excel, Securities, Financial Modeling
Education
University of Dayton 2009 — 2013
Bachelor of Science (BS), Finance & Business Economics
University of Dayton School of Business Administration 2009 — 2013
Bachelor of Science, Business Administration; Finance and Economics
Enbridge Risk Analyst / Sr. TraderHanley Trading Center - Flyer FOREX FundDecember 2010 - December 2011
Davis Center for Portfolio Management May 2009 - December 2011
KeyBanc Capital Markets May 2011 - August 2011
Innovated Medical Device Solutions May 2010 - July 2010
General Electric Aviation January 2010 - May 2010
PolyOne Corporation May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Excel, VBA, PowerPoint, FX trading, FX Risk, Bloomberg
Education
University of Dayton 2007 — 2011
Bachelor of Science, Business Administration; Finance and Operations Management
J.P. Morgan July 2014 - Present
Davis Center for Portfolio Management April 2011 - May 2014
BlackRock June 2013 - August 2013
Minnesota Metro Baseball League May 2009 - May 2013
Hanson Scholarship Fund April 2011 - August 2012
Skills
Bloomberg Certified, Bloomberg, Portfolio Management
Education
University of Dayton 2010 — 2014
Marketing and Finance
Ernst & Young July 2010 - Present
The Davis Center for Portfolio Management April 2009 - July 2010
Davis Center for Portfolio Management August 2008 - April 2009
Education
University of Dayton 2006 — 2010
Bachelor's, Accounting, Finance, and Spanish
St. Joseph's Academy 2002 — 2006
High School
J.P. Morgan June 2015 - Present
Booz Allen Hamilton May 2014 - May 2015
Davis Center for Portfolio Management September 2013 - May 2015
Kudla Dynamic Allocation Fund January 2014 - April 2015
Flyer Enterprises January 2012 - May 2014
Interfraternity Council September 2012 - January 2013
Castaways May 2012 - August 2012
Park District of Oak Park January 2011 - March 2011
At Your Service (Chicago White Sox) April 2010 - August 2010
Oak Park Youth Baseball/Softball April 2009 - June 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Time Management, Organization, Microsoft Word, Recruiting, Leadership, Teamwork, Analysis
Education
University of Dayton 2011 — 2015
Finance, Junior
Monsanto Company May 2015 - Present
Monsanto March 2013 - May 2015
Monsanto January 2013 - March 2013
Monsanto August 2011 - February 2013
Monsanto May 2011 - August 2011
Davis Center for Portfolio Management December 2010 - June 2011
Davis Center for Portfolio Management September 2009 - December 2010
Delta Tau Delta Fraternity November 2009 - November 2010
BofA Merrill Lynch May 2010 - August 2010
Sonic Shine May 2006 - August 2010
Skills
Financial Analysis, SAP, Accounting, Financial Accounting, Financial Processes, Auditing, Spanish, Excel, Internal Controls, Finance, Forecasting, Analysis, Microsoft Excel, Account Reconciliation, Process Improvement, Budgets, Internal Audit, PowerPoint, Customer Service, Microsoft Office
Education
University of Dayton 2007 — 2011
BS, Finance, International Business, and Spanish
Parkway South High School
J.P. Morgan May 2015 - Present
J.P. Morgan July 2014 - June 2015
J.P. Morgan June 2013 - August 2013
Davis Center for Portfolio Management August 2011 - May 2013
PNC Wealth Management June 2012 - August 2012
University of Dayton R.I.S.E. Team March 2011 - August 2012
Waddell & Reed June 2011 - August 2011
Skills
Bloommberg Certified, Microsoft Office, Trading, Equities, Investments, Morningstar Direct, Thompson One, Bloomberg Terminal, Customer Service, Wealth Management, Microsoft Excel, Financial Modeling, Asset Allocation, Asset Management, Financial Analysis, Bloomberg, ETFs, Mutual Funds, Management, Investment Management, Alternative Investments, Equity Research, Accounting, Hedge Funds, Finance
Education
University of Dayton 2010 — 2014
Bachelor of Science in Business Administration with a Major in Finance, Finance
Upper St. Clair High School 2006 — 2010
JPMorgan Chase & Co. May 2015 - Present
J.P. Morgan April 2014 - Present
Davis Center for Portfolio Management October 2013 - Present
AES January 2014 - April 2014
University of Dayton January 2012 - May 2013
University of Dayton January 2012 - May 2013
University of Dayton August 2011 - May 2013
Education
University of Dayton 2011 — 2015
4.0
Dublin Jerome High School
Mount Carmel Health System December 2013 - October 2014
Big Walnut LSD September 2013 - June 2014
JPMorgan Chase August 2011 - June 2013
PNC Mortgage July 2010 - August 2011
Fifth Third Bank 2009 - 2009
Emerson Network Power 2008 - 2008
Davis Center for Portfolio Management 2007 - 2007
Skills
Mortgage Banking, Responsibility, Time Management, Procedure Manuals, Staff Training, Customer Service, Microsoft Office, Excel, Research, Microsoft Excel, Loan Modifications, Leadership, Daily Reports, Complaint Management, Employee Training, Troubleshooting, Stock Market, Day Trading, Teaching, Banking
Education
Hondros College 2010 — 2010
Mortgage Loan Originations, Loan Officer
University of Dayton 2006 — 2010
Bachelor of Science in Business Administration, Accounting and Finance
ShotTracker November 2014 - Present
KeyBank July 2012 - October 2014
Connor Foundation Seed Fund December 2010 - May 2012
Innovadex June 2011 - August 2011
Davis Center for Portfolio Management January 2011 - May 2011
Ancora Advisors LLC May 2010 - August 2010
Education
University of Dayton 2008 — 2012
B.S. in Business Administration, Finance & Entrepreneurship
St. Ignatius High School 2004 — 2008
Davis Center for Portfolio Management May 2015 - Present
University of Dayton August 2014 - Present
Davis Center for Portfolio Management November 2014 - May 2015
Skills
Judgement and Decision..., Team Leadership, Team Building, Bloomberg Terminal, Microsoft Excel, Finance, Management, Microsoft Office, Marketing
Education
University of Dayton 2014 — 2018
Bachelor of Science in Business Administration
Dominican High School 2010 — 2014
College Prep
Rev1 Ventures April 2014 - Present
Definity Partners September 2012 - April 2014
Raider Group May 2012 - August 2012
BrainRack and IdeaRally April 2009 - January 2012
Davis Center for Portfolio Management January 2011 - May 2011
Global Platinum Securities June 2008 - May 2011
Schaeffner, Miller, Hasting & Co., Inc. May 2008 - July 2008
Skills
Financial Modeling, Start-ups, Valuation, Business Planning, Leadership, Marketing, Analytics, Management Consulting, Strategy, Market Research, Strategic Planning, Process Improvement, Equity Research, Management, Change Management, Sales, Entrepreneurship
Education
University of Dayton 2007 — 2011
BS, Finance
Grosse Pointe North High School 2003 — 2007
Davis Center for Portfolio Management October 2014 - Present
Flyer Consulting January 2014 - Present
Robert W. Baird & Co. August 2015 - August 2015
J.P. Morgan May 2015 - August 2015
Flyer Angels August 2014 - May 2015
Ultimate Leadership Martial Arts March 2010 - August 2013
Skills
Leadership, Bloomberg Terminal, Portfolio Management, Financial Analysis, Consulting, Financial Modeling, Microsoft Excel, Equities, Investments, Teamwork, Marketing Strategy, Microsoft Word, Time Management, Microsoft Office, PowerPoint, Teaching, Customer Service
Education
University of Dayton 2012 — 2016
Bachelor of Business Administration (B.B.A.), Entrepreneurship & Finance Investments Emphasis, Senior GPA 3.36 Finance: 4.0
Springboro High School 2008 — 2012
KeyBanc Capital Markets July 2015 - Present
Davis Center for Portfolio Management April 2013 - May 2015
Kudla Dynamic Allocation Fund April 2013 - April 2015
Global Platinum Securities March 2012 - April 2015
Nuveen Investments June 2014 - August 2014
University of Dayton September 2011 - December 2013
Davis Center for Portfolio Management April 2012 - April 2013
Davis Center for Portfolio Management November 2011 - April 2012
Skills
Portfolio Management, Investments, Equities, Bloomberg, Financial Modeling, Accounting, Mutual Funds, Analysis, Bloomberg Terminal, Market Research, Microsoft Excel
Education
University of Dayton 2011 — 2015
Edward Jones June 2014 - Present
Davis Center for Portfolio Management December 2013 - May 2014
Davis Center for Portfolio Management January 2010 - May 2014
Exelis June 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Strategic Planning, Project Management, Customer Service
Education
University of Dayton 2010 — 2014
Groff Consulting Group, L.L.C. July 2013 - Present
Rylan Capital Advisors, L.L.C. July 2013 - July 2014
Sentinel Blackbox, L.L.C. June 2013 - July 2013
Flyer FOREX Fund January 2011 - May 2013
Davis Center for Portfolio Management January 2010 - May 2013
N3Q Inc May 2012 - June 2012
N3Q Inc June 2011 - August 2011
Davis Center for Portfolio Management (DCPM) April 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, FX Trading, Low Latency Trading, VAR, Risk Management, Correlation Analysis, Portfolio Optimization, Trading, PnL, FX Spot, Trend Analysis, Foreign Exchange, Alternative Investments, Risk Analysis, Algorithms, Futures Trading, Public Speaking, Entrepreneurship, Microsoft Office, Networking, Microsoft Word, Currency Futures, PowerPoint, Portfolio Management, Commodity Markets, Equity Research, ATMs, Small Business, Equity Trading, Options, Financial Risk, Customer Service, Sales, Operations Management, Investments, Equities, Team Leadership, Management, Teamwork, Event Planning, Marketing, Finance, Financial Markets, Data Analysis, Market Research, Competitive Analysis, Social Media
Education
University of Dayton 2009 — 2013
Bachelor of Science (BS), Entrepreneurship & Finance with a Certificate in Alternative Investments
Fifth Third Bank April 2015 - Present
Davis Center for Portfolio Management August 2012 - Present
Campus Concert Committee (CCC) August 2012 - April 2015
Fifth Third Bank May 2014 - July 2014
Davis Center for Portfolio Management April 2013 - April 2014
Ritzman Pharmacies, Inc May 2011 - January 2014
Dayton Flyer News September 2011 - April 2013
Davis Center for Portfolio Management January 2012 - May 2012
Skills
Financial Analysis, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Public Speaking, Microsoft Word, Research, Time Management, Event Planning, Customer Service, Teamwork, Leadership, Market Research, Social Media, Management, Team Leadership, Analysis, Communication, Portfolio Management, Marketing
Education
University of Dayton 2011 — 2015
Marketing, Finance, Senior
Wadsworth High School 2007 — 2011
Procter & Gamble June 2009 - Present
Davis Center for Portfolio Management December 2005 - May 2007
Skills
Marketing Strategy, Social Media Marketing, Account Executives, Brand Management, Marketing, Consumer Products, Competitive Analysis, Analytics, Customer Insight, Market Research, Forecasting, Market Analysis, Market Planning, Leadership
Education
University of Dayton 2005 — 2009
BS, Finance & Entrepreneurship
Baker Tilly Virchow Krause, LLP October 2013 - Present
University of Dayton 2011 - May 2013
RubinBrown LLP June 2012 - July 2012
The Davis Center for Portfolio Management 2011 - May 2012
E3/Sentry Retirement May 2011 - September 2011
Davis Center for Portfolio Management August 2010 - June 2011
Anheuser-Busch May 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Customer Service, Time Management, Data Analysis, Access, Public Speaking, Financial Modeling, Accounting
Education
University of Dayton 2012 — 2013
Master of Business Administration (MBA), Accounting
University of Dayton 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Davis Center for Portfolio Management April 2015 - Present
Global Platinum Securities March 2013 - Present
Oberon Asset Management May 2015 - July 2015
Davis Center for Portfolio Management April 2014 - April 2015
Davis Center for Portfolio Management April 2013 - April 2014
Davis Center for Portfolio Management November 2012 - April 2013
Skills
Equities, Teamwork, Investments, Public Speaking, Valuation, Bloomberg
Education
University of Dayton 2012 — 2016
Bachelor of Science in Business Administration, Finance, Business Economics, Junior
Saint John Vianney High School 2008 — 2012
EY October 2013 - Present
University of Dayton August 2009 - May 2013
Davis Center for Portfolio Management May 2010 - August 2012
Chi Omega Fraternity November 2010 - November 2011
University of Dayton Student Learning Center January 2010 - April 2011
Lexington Pools, LLC May 2008 - September 2010
Roger L. Kehrt CPA May 2010 - August 2010
Skills
Critical Thinking, Analytical Skills, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Public Speaking, Customer Service, Event Planning, Research, Teamwork, Data Analysis, Fundraising, Accounting, Financial Analysis
Education
University of Dayton 2009 — 2013
Bachelor of Science, Business Administration; Accounting
Lexington Catholic High School 2005 — 2009
Kudla Dynamic Allocation Fund March 2012 - May 2015
Davis Center for Portfolio Management April 2012 - April 2015
BlackRock June 2014 - August 2014
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office, Bloomberg Terminal, Economics, Time Management, Portfolio Management, Investments, Teamwork, Bloomberg, Management, Equities
Education
University of Dayton 2011 — 2015
Bachelor of Science Degree in Business Administration, Finance and Business Economics, Senior
BlackRock March 2014 - Present
Davis Center for Portfolio Management May 2011 - Present
BlackRock 2013 - 2013
BNY Mellon 2012 - 2012
Century Securities Associates, Inc. June 2011 - August 2011
Davis Center for Portfolio Management November 2010 - April 2011
Skills
Bloomberg, Microsoft Office, Financial Modeling, Economics, PowerPoint
Education
University of Dayton 2010 — 2014
BS, Finance & Accounting
National Junior College 2005 — 2009
Gatesman+Dave September 2012 - Present
Brunner, Inc. May 2010 - September 2012
Davis Center for Portfolio Management August 2007 - May 2010
Mullen Inc May 2009 - August 2009
Davis Center for Portfolio Management May 2008 - May 2009
Brunner, Inc. June 2008 - August 2008
Medco June 2007 - August 2008
Skills
Digital Media, Campaign Performance..., Outdoor Advertising, Facebook Marketing, Integrated Media, Traditional Media, Facebook, Advertising, Social Media, Digital Strategy, Google Analytics, Media Buying, Integrated Marketing
Education
University of Dayton 2006 — 2010
Bachelor's of Science, Business Administration; Marketing & Leadership (Management
Kudla Dynamic Allocation Fund October 2014 - Present
Davis Center for Portfolio Management October 2013 - Present
Exelon May 2015 - August 2015
Flyer Trading Group November 2013 - November 2014
Skills
Microsoft Excel, PowerPoint, Leadership, Time Management, Portfolio Management, Financial Analysis, Investments, Equities, Bloomberg, Hyperion
Education
University of Dayton 2012 — 2016
Bachelor of Science, Business Administration, Finance, Junior
KeyBank July 2011 - Present
Davis Center for Portfolio Management April 2008 - May 2011
Davis Center for Portfolio Management April 2010 - December 2010
Skills
Portfolio Management, Financial Modeling
Education
University of Dayton 2007 — 2011
BS in Business Administration, Finance & Economics
St. John's Jesuit High School 2003 — 2007
Davis Center for Portfolio Management April 2013 - May 2015
Sigma Nu Fraternity, Inc. - Kappa Iota Chapter January 2013 - May 2015
PricewaterhouseCoopers June 2014 - August 2014
Skills
Microsoft Excel, Leadership, Financial Modeling, Analysis, Bloomberg, Financial Analysis, Finance, Equities
Education
University of Dayton 2011 — 2015
Bachelor's degree, Finance
Davis Center for Portfolio Management August 2012 - Present
AkzoNobel July 2012 - August 2012
Davis Center for Portfolio Management November 2011 - August 2012
Telefast Industries June 2009 - August 2012
Study Abroad May 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Morningstar Direct
Education
University of Dayton 2011 — 2015
Bachelor of Science (BS) in Business Administration, Finance
Magnificat High School 2007 — 2011
Pico Quantitative Trading May 2013 - Present
Ronin Capital February 2011 - May 2013
Linden True Value Hardware November 2001 - February 2011
University of Dayton Rescue Squad March 2006 - May 2009
CSS, LLC June 2008 - August 2008
Davis Center for Portfolio Management May 2006 - May 2007
Shatkin Arbor and Karlov Trading Company June 2002 - August 2004
Skills
Options, Trading, Bloomberg, Equities, Portfolio Management, Derivatives, Market Structure, Market Making, Proprietary Trading
Education
University of Dayton 2005 — 2009
Bachelor of Science, Business Economics and Finance
Continental October 2012 - Present
Continental Tire February 2011 - September 2012
Continental Tire June 2010 - January 2011
National Collegiate Sales Competition January 2010 - May 2010
Davis Center for Portfolio Management January 2007 - May 2010
SeibertKeck Insurance Agency May 2007 - August 2009
University of Dayton 2007 - 2008
Skills
Microsoft Excel, Sales, Sales Management, Project Planning, Event Management, Time Management, Training, Sales Operations, B2B, Program Management, Retail
Education
University of Dayton 2006 — 2010
Bachelor of Science, Business Administration; Finance and Marketing; Sales Management Concentration
EY October 2015 - Present
EY September 2013 - September 2015
Ernst & Young June 2012 - August 2012
MeadWestvaco March 2011 - May 2012
Davis Center for Portfolio Management January 2009 - May 2012
Cohen & Company June 2011 - August 2011
University of Dayton Arena September 2008 - May 2011
Cleveland Clinic May 2010 - August 2010
Education
University of Notre Dame - Mendoza College of Business 2012 — 2013
Master of Science (M.S.), Accounting
University of Dayton 2008 — 2012
B.S., Accounting, Finance
Lake Catholic High School 2004 — 2008
BMO Harris Bank June 2014 - Present
BMO Harris Bank July 2013 - May 2014
UBS Wealth Management August 2010 - April 2012
UBS Wealth Management October 2009 - July 2010
Davis Center for Portfolio Management August 2009 - December 2009
Education
University of Illinois at Urbana-Champaign 2012 — 2013
MS, Finance
University of Dayton 2006 — 2010
BS, Finance & Economics
Davis Center for Portfolio Management April 2014 - Present
Davis Center for Portfolio Management April 2014 - Present
Kudla Dynamic Allocation Fund March 2013 - Present
Global Platinum Securities March 2012 - Present
Davis Center for Portfolio Management November 2011 - Present
BlackRock June 2014 - August 2014
Davis Center for Portfolio Management April 2013 - April 2014
Township of Upper St. Clair June 2012 - January 2014
Global Platinum Securities December 2012 - December 2013
Skills
Bloomberg Terminal, Financial Modeling, Economics, Bloomberg, Equities, Valuation, Equity Research
Education
University of Dayton 2011 — 2015
University of Dayton 2011 — 2015
Accounting and Finance