Davis Center for Portfolio Management

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Davis Center for Portfolio Management Employees

Employee
Years
Job
Industry
Taylor Ruffin Taylor Ruffin Dayton, Ohio Details
Taylor Ruffin's Davis Center for Portfolio Management Experience August 2013 - April 2014
Job Student Ambassador at Office of Admission and Financial Aid
Industry
Experience
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

Maria Lusk Maria Lusk Chicago, Illinois Details
Maria Lusk's Davis Center for Portfolio Management Experience January 2014 - May 2014
Job Analyst at Eze Software Group
Industry Financial Services
Experience
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

Christina Council Christina Council Greater New York City Area Details
Christina Council's Davis Center for Portfolio Management Experience January 2008 - August 2009
Job Category Analyst at Colgate Palmolive
Industry Consumer Goods
Experience
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

Anthony Bello Anthony Bello Dayton, Ohio Details
Anthony Bello's Davis Center for Portfolio Management Experience August 2014 - Present
Job Quantitative Economic Analyst at Davis Center for Portfolio Management
Industry Nonprofit Organization Management
Experience
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

Peter Frac Peter Frac Pittsburgh, Pennsylvania Details
Peter Frac's Davis Center for Portfolio Management Experience September 2014 - Present
Job Product Management Intern at PIMCO
Industry Financial Services
Experience
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

Michael Holtshouser, CPA Michael Holtshouser, CPA Greater St. Louis Area Details
Michael Holtshouser, CPA's Davis Center for Portfolio Management Experience January 2009 - May 2009
Job Senior Internal Auditor at Express Scripts
Industry Accounting
Experience
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

Jacob Recker Jacob Recker New York, New York Details
Jacob Recker's Davis Center for Portfolio Management Experience January 2011 - March 2014
Job Investment Management Analyst at J.P. Morgan
Industry Financial Services
Experience
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

Owen Flanagan Owen Flanagan North Royalton, Ohio Details
Owen Flanagan's Davis Center for Portfolio Management Experience April 2014 - Present
Job Executive Consultant at Flyer Consulting
Industry Financial Services
Experience
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

Desiree Becnel Desiree Becnel Cincinnati, Ohio Details
Desiree Becnel's Davis Center for Portfolio Management Experience December 2010 - August 2012
Job Account Manager, End User Support Services at TEKsystems
Industry Staffing and Recruiting
Experience
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

Rachel Kilbury Rachel Kilbury Chicago, Illinois Details
Rachel Kilbury's Davis Center for Portfolio Management Experience August 2013 - May 2014
Job Investment Management Analyst at J.P. Morgan
Industry Investment Management
Experience
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

Steve Scheuble Steve Scheuble Greater Pittsburgh Area Details
Steve Scheuble's Davis Center for Portfolio Management Experience April 2010 - May 2011
Job Account Associate at PNC
Industry Financial Services
Experience
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

AJ Ziegler AJ Ziegler Princeton, New Jersey Details
AJ Ziegler's Davis Center for Portfolio Management Experience May 2011 - April 2013
Job Analyst at BlackRock
Industry Investment Management
Experience
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

Drew Becker Drew Becker Houston, Texas Details
Drew Becker's Davis Center for Portfolio Management Experience May 2009 - December 2011
Job Crude Oil Marketing Representative at Enbridge
Industry Oil & Energy
Experience
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

Sam Girouard Sam Girouard Greater Chicago Area Details
Sam Girouard's Davis Center for Portfolio Management Experience April 2011 - May 2014
Job Private Banking Analyst at J.P. Morgan
Industry Investment Management
Experience
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

Melissa Janicke Melissa Janicke Greater St. Louis Area Details
Melissa Janicke's Davis Center for Portfolio Management Experience August 2008 - April 2009
Job Staff Auditor at Ernst & Young
Industry Accounting
Experience
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

Michael Raleigh Michael Raleigh Cincinnati, Ohio Details
Michael Raleigh's Davis Center for Portfolio Management Experience September 2013 - May 2015
Job Analyst at J.P. Morgan
Industry Banking
Experience
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

Marc Sease Marc Sease Greater St. Louis Area Details
Marc Sease's Davis Center for Portfolio Management Experience December 2010 - June 2011
Job Manufacturing Financial Analyst PreCommercial Corn at Monsanto Company
Industry Financial Services
Experience
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

Anthony Caruso Anthony Caruso Greater New York City Area Details
Anthony Caruso's Davis Center for Portfolio Management Experience August 2011 - May 2013
Job ETF Solutions Strategy & Product Development Analyst at J.P. Morgan, 2015 Level II CFA Candidate
Industry Financial Services
Experience
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

David Beebe David Beebe Columbus, Ohio Area Details
David Beebe's Davis Center for Portfolio Management Experience October 2013 - Present
Job Analyst at JPMorgan Private Bank
Industry Banking
Experience
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

Chelsea Morton Chelsea Morton Columbus, Ohio Area Details
Chelsea Morton's Davis Center for Portfolio Management Experience 2007 - 2007
Job Clinical Informatics at Mount Carmel Hospital
Industry Hospital & Health Care
Experience
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

Joe Ianni Joe Ianni Kansas City, Missouri Area Details
Joe Ianni's Davis Center for Portfolio Management Experience January 2011 - May 2011
Job Operations Manager at ShotTracker
Industry Information Technology and Services
Experience
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

Christopher Topp Christopher Topp Milwaukee, Wisconsin Details
Christopher Topp's Davis Center for Portfolio Management Experience May 2015 - Present
Job Quantitative Economic Analyst at Davis Center for Portfolio Management
Industry
Experience
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

Matt Veryser Matt Veryser Columbus, Ohio Details
Matt Veryser's Davis Center for Portfolio Management Experience January 2011 - May 2011
Job Director Venture Acceleration at Rev1 Ventures
Industry Venture Capital & Private Equity
Experience
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

Rory Houser Rory Houser Dayton, Ohio Details
Rory Houser's Davis Center for Portfolio Management Experience October 2014 - Present
Job Securities Intern at J.P. Morgan
Industry Investment Management
Experience
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

Andrew Brackmann Andrew Brackmann Cleveland, Ohio Details
Andrew Brackmann's Davis Center for Portfolio Management Experience April 2013 - May 2015
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
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

Brandon Capicotto Brandon Capicotto Rochester, New York Area Details
Brandon Capicotto's Davis Center for Portfolio Management Experience December 2013 - May 2014
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
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

Michael Groff Michael Groff Cleveland/Akron, Ohio Area Details
Michael Groff's Davis Center for Portfolio Management Experience January 2010 - May 2013
Job Product Support Analyst at Imagine Software
Industry Investment Management
Experience
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

Hayley Douglas Hayley Douglas Dayton, Ohio Area Details
Hayley Douglas's Davis Center for Portfolio Management Experience August 2012 - Present
Job Operations Leadership Program Participant
Industry Banking
Experience
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

Allison (Drummey) Robinson Allison (Drummey) Robinson Cincinnati, Ohio Details
Allison (Drummey) Robinson's Davis Center for Portfolio Management Experience December 2005 - May 2007
Job Procter and Gamble, Market Strategy & Planning
Industry Consumer Goods
Experience
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

Kelsey Stroble Kelsey Stroble Chicago, Illinois Details
Kelsey Stroble's Davis Center for Portfolio Management Experience August 2010 - June 2011
Job Accounting
Industry Accounting
Experience
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

Drew Imhoff Drew Imhoff Dayton, Ohio Details
Drew Imhoff's Davis Center for Portfolio Management Experience April 2015 - Present
Job Senior Associate Manager at Davis Center for Portfolio Management
Industry Investment Management
Experience
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

Adeline Bodart Adeline Bodart Cincinnati, Ohio Details
Adeline Bodart's Davis Center for Portfolio Management Experience May 2010 - August 2012
Job Assurance Services at EY
Industry Accounting
Experience
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

Sam Orman Sam Orman Indianapolis, Indiana Details
Sam Orman's Davis Center for Portfolio Management Experience April 2012 - April 2015
Job Graduating May 2015, Goal: Obtaining a career in Wealth or Asset Management
Industry
Experience
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

Linh Pham Linh Pham Dayton, Ohio Area Details
Linh Pham's Davis Center for Portfolio Management Experience May 2011 - Present
Job Analyst at BlackRock
Industry Investment Banking
Experience
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

Elizabeth Horvat Elizabeth Horvat Greater Pittsburgh Area Details
Elizabeth Horvat's Davis Center for Portfolio Management Experience August 2007 - May 2010
Job
Industry Marketing and Advertising
Experience
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

Daniel Whitehead Daniel Whitehead Tinley Park, Illinois Details
Daniel Whitehead's Davis Center for Portfolio Management Experience October 2013 - Present
Job Vice President of Fixed Income at Kudla Dynamic Allocation Fund
Industry Financial Services
Experience
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

Joel Forquer Joel Forquer Cleveland, Ohio Details
Joel Forquer's Davis Center for Portfolio Management Experience April 2008 - May 2011
Job Financial Analyst at KeyBank
Industry Banking
Experience
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

Patrick Hull Patrick Hull Warren, Ohio Details
Patrick Hull's Davis Center for Portfolio Management Experience April 2013 - May 2015
Job Health Care and Industrials Team Leader at Davis Center for Portfolio Management
Industry Accounting
Experience
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

Christine Ferry Christine Ferry Cleveland/Akron, Ohio Area Details
Christine Ferry's Davis Center for Portfolio Management Experience August 2012 - Present
Job
Industry
Experience
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

William O'Hara William O'Hara Greater Chicago Area Details
William O'Hara's Davis Center for Portfolio Management Experience May 2006 - May 2007
Job Associate
Industry Financial Services
Experience
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

Andrew Gerbetz Andrew Gerbetz Greater Philadelphia Area Details
Andrew Gerbetz's Davis Center for Portfolio Management Experience January 2007 - May 2010
Job Area Dealer Manager at Continental
Industry Consumer Goods
Experience
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

Patrisha Castrataro Patrisha Castrataro United States Details
Patrisha Castrataro's Davis Center for Portfolio Management Experience January 2009 - May 2012
Job Financial Services Senior at EY
Industry Accounting
Experience
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

Greg McGinley Greg McGinley Chicago, Illinois Details
Greg McGinley's Davis Center for Portfolio Management Experience August 2009 - December 2009
Job Sponsor Finance at BMO Harris Bank
Industry Banking
Experience
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

Eric Flanigan Eric Flanigan Pittsburgh, Pennsylvania Details
Eric Flanigan's Davis Center for Portfolio Management Experience April 2014 - Present
Job Technology and Telecommunications Sector Leader at Davis Center for Portfolio Management
Industry Financial Services
Experience
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