Dorsey, Wright & Associates
Industry: Company
DescriptionFounded: 1987 Subsidiary: Dorsey, Wright & Associates, LLC, Research Division
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Dorsey, Wright & Associates Employees
SunTrust Robinson Humphrey June 2014 - Present
Dorsey, Wright & Associates September 2013 - December 2013
Property Adjustment Corp. July 2012 - October 2012
American Prosperity Group May 2012 - August 2012
Saint Joseph's University September 2011 - December 2011
Saint Joseph's University September 2011 - December 2011
Skills
Bloomberg Software, Morningstar Direct, Bloomberg Terminal, Morningstar, Equity Valuation, Financial Modeling, Investments, Equity Research, Financial Analysis, Microsoft Excel, Accounting, Strategic Planning, Equities, Strategy, Data Analysis, PowerPoint, Microsoft Word
Education
University of Richmond - Robins School of Business 2011 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Accounting, Finance and International Business, GPA: 3.5
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2011
Bachelor of Science in Business Administration (B.S.B.A.), Accounting and Finance, GPA: 3.7
Estes Express Lines April 2015 - Present
Estes Express Lines January 2013 - March 2015
Estes Express Lines April 2012 - December 2012
Dorsey, Wright & Associates September 2011 - March 2012
Brooks Brothers May 2011 - March 2012
Brooks Brothers December 2007 - January 2011
Skills
Logistics, Microsoft Excel, Transportation, LTL, Sales, Microsoft Office, Financial Analysis, Trucking, PowerPoint, Negotiation, Customer Service, Microsoft Word, Team Building, Sales Operations, Pricing
Education
Hampden-Sydney College 2007 — 2011
Bachelor of Arts (B.A.), Economics
OrbiMed Advisors April 2012 - Present
Bank of America Merrill Lynch 2008 - March 2012
Goldman Sachs 1999 - 2005
Dorsey, Wright & Associates June 1996 - September 1998
Skills
Derivatives, Options, Equity Derivatives, Hedge Funds, Capital Markets, Trading, Fixed Income, Equities, Asset Management, Bloomberg, Valuation, Investments
Education
James Madison University 1995 — 1999
Bachelor of Science (BS), Quantitative Finance
Nasdaq June 2015 - Present
Christopher Newport University January 2015 - Present
Dorsey, Wright & Associates June 2011 - Present
Skills
Technical Support, IT Management, IT Operations Management, Network Administration, Analysis, Technical Analysis, Team Leadership, Microsoft Word, SDLC, Vendor Management, Project Management, Business Analysis, Microsoft Excel, Research
Education
Christopher Newport University 2014 — 2018
Bachelor's Degree, Computer Science
Douglas Freeman High School 2010 — 2014
High School
Royall & Company August 2014 - Present
VCU Student Government Association February 2014 - May 2014
Dorsey, Wright & Associates January 2014 - May 2014
Consulting Club at VCU December 2012 - May 2014
Financial Management Association at VCU December 2012 - May 2014
Student Management Investment Portfolio August 2012 - May 2014
MPRS INTERNATIONAL November 2008 - December 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Research, Team Leadership, Team Building, Public Speaking, Team Management, Financial Analysis, Financial Modeling, Finance, Data Analysis, Spanish, Economics, Market Research, Equities, Statistics, Risk Management, Technical Analysis, Accounting, Capital IQ, Portfolio Management, Mutual Funds, Business Planning, Business Strategy, Bloomberg Terminal, DCF, Equity Valuation, Equity Research, Industry Research, Corporate Finance, Capital Markets, Investments, Valuation, Wealth Management, Emerging Markets, Financial Statement..., Fixed Income, Options, Fundamental Analysis, Financial Markets, Recruiting, Trading, Equity Derivatives, Financial Risk, Commodity, Analysis, Investment Banking
Education
Virginia Commonwealth University 2012 — 2014
Bachelor of Science (B.S.), Finance, General
Northern Virginia Community College 2011 — 2012
Associate of Science (A.S.), Business Administration and Management, General
Dorsey, Wright & Associates
Skills
German, Social Media, English, Research, PowerPoint
Education
University of Richmond 2012 — 2016
Bachelor of Science (BS), Business Administration
St. Paul's School 2009 — 2012
Nasdaq May 2015 - Present
Mercedes Benz of Midlothian May 2013 - Present
Captains' Educational Enrichment Fund February 2014 - January 2015
Dorsey, Wright & Associates May 2014 - December 2014
The Bowser Report November 2013 - October 2014
Captains' Educational Enrichment Fund August 2012 - March 2014
Skills
Investments, Fundraising, Nonprofits, Public Speaking, Microsoft Office, Dependable Team Player, Self-driven, Priority Management, Philanthropy, Automobile, Personal Responsibility, PowerPoint, Strategic Planning, Social Media, Volunteering, Positive Team Player, Mutual Funds, Bloomberg Terminal, Energy, Active Team Player, Financial Advisory, Annual Giving, Volunteer Recruiting, Automotive Aftermarket, Always Punctual, Prompt, Individual Work, Prospect Research, Multi Tasking, Compromise, Teamwork, Management, Customer Service, Leadership, Microsoft Excel, Microsoft Word
Education
The University of Glasgow
Christopher Newport University 2012 — 2016
Deep Run High School 2008 — 2012
Advanced Diploma
Dorsey, Wright & Associates
Education
University of Georgia School of Law 2008 — 2011
Doctor of Law (J.D.)
University of Virginia 2003 — 2007
Bachelor of Arts (B.A.), History
Lager & Company, Inc. 1999 - Present
Lager & Company, Inc. 2003 - Present
Lager & Company, Inc. 2003 - Present
Lager & Company, Inc. 2003 - Present
Dorsey, Wright & Associates 2013 - 2013
Dorsey, Wright & Associates 2013 - 2013
"No More Pies" 2009 - 2013
Dorsey, Wright & Associates 2004 - 2013
Skills
401(k) advice, 401k, Self-Directed Brokerage..., Schwab PCRA, Schwab Personal Choice..., Fidelity BrokerageLink, ETFs
Education
University of Minnesota-Twin Cities 1976 — 1981
Bachelor's Degree, Speech/Business
St. Peter, MN High School 1974 — 1976
Dorsey, Wright & Associates July 2013 - Present
www.bo-parrish.com September 2012 - Present
Wunderlich Securities July 2012 - July 2013
Research Financial Strategies March 2011 - July 2012
Prosperity Planning October 2010 - April 2011
Morgan Keegan September 2003 - October 2010
Skills
Public Speaking, Writing, Consulting, Financial Coaching, Technical Analysis, Investments, Wealth Management, Asset Allocation, Risk Management, Received formal..., Investment Research, Investment Strategies, Financial Services, Strategic Planning, Equities, Portfolio Management, Finance, Retirement
Education
Auburn University, College of Business 1998 — 2002
Bachelor's degree, Finance
Franklin Road Academy 1996 — 1998
Jefferies May 2015 - July 2015
SNL Financial August 2013 - July 2014
SNL Financial October 2011 - August 2013
SNL Financial October 2010 - October 2011
Covenant to Care for Children September 2009 - October 2010
Kelly Financial Group, LLC July 2009 - September 2010
Dorsey, Wright & Associates May 2008 - March 2009
Skills
Financial Analysis, Salesforce.com, Microsoft Excel, Financial Services, Business Development, Account Management, Business Analysis, Microsoft Office, Financial Modeling, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
MBA Candidate, Corporate Finance
University of Virginia 2005 — 2009
BA, History, Engineering Business
Blessed Sacrament Huguenot 2001 — 2005
Dorsey, Wright & Associates December 2013 - Present
Hometown Realty February 2007 - Present
Ballance Construction, LLC October 1995 - May 2014
Weber & Associates Consulting, Inc. August 2011 - June 2013
Coldwell Banker Dew Realty July 2003 - February 2007
Media General September 1986 - September 1995
Skills
Client Development, Maintaining Strong..., Account Management, Contract Negotiation, Office Management, Accounts Payable, Accounts Receivable, Sales and Marketing, Organizational and..., Proposal Writing, QuickBooks Pro, Microsoft Office, Selling, Foreclosures, First Time Home Buyers, Property Management, Negotiation, Purchasing, Investment Properties, Relocation, Real Estate, QuickBooks, Construction, Short Sales, Sales, Buyer Representation, Residential Homes, Training, Management, Customer Service, Commercial Real Estate, CRM, Single Family Homes, Referrals, Sellers, Buyers, Small Business, Investors, New Home Sales, Listings, Condos, REO, Resellers, Seniors, ABR, Townhomes, Luxury, HUD, Real Estate Transactions, Property
Education
Syracuse University 1982 — 1985
B.S., Speech Communications and Public Relations
Patrick Henry High School 1979 — 1982
Advanced Diploma
Invesco PowerShares July 2015 - Present
Invesco PowerShares January 2015 - July 2015
Invesco PowerShares Capital Management September 2012 - January 2015
Invesco PowerShares Capital Management September 2010 - September 2012
Dorsey, Wright & Associates September 2008 - August 2010
Skills
Portfolio Management, Wealth Management, Financial Advisory, Business Development, Mutual Funds, Equities, Sales, Strategy, Investment Management, Series 7, Investment Advisory, Options, Finance, Investments, CRM
Education
University of Richmond - Robins School of Business 2006 — 2010
BSBA, Business Administration, Marketing Concentration
Charles University in Prague 2009 — 2009
Business
Chaminade High School 2002 — 2006
Accenture December 2014 - Present
Accenture June 2013 - December 2014
Accenture June 2009 - May 2013
Dorsey, Wright & Associates April 2008 - May 2009
CSC June 2006 - August 2007
Skills
Requirements Analysis, Change Management, Business Analysis, Microsoft Office, Data Analysis, Software Project..., Business Intelligence, Management Consulting, Project Management, Business Case Design, Higher Education, Key Client Relationships, Business Innovation, Team Management, Scope Management, Project Estimation, Marketing Analytics, Business Process Design, Risk Management, SQL, Business Process, Strategy
Education
University of Richmond 2006 — 2009
Bachelor of Science in Business Administration, Finance and Marketing
Umbria Institute, Perugia Italy 2007 — 2007
Wake Forest University 2005 — 2006
McGladrey October 2014 - Present
Bloomberg L.P. November 2011 - October 2014
Minyanville Media September 2009 - October 2011
Minyanville Multimedia May 2005 - September 2009
Dorsey, Wright & Associates January 2000 - April 2005
A.G. Edwards 1998 - 2000
Paine Webber 1996 - 1998
Daily Racing Form 1992 - 1996
Skills
Editing, Social Media, Blogging, Editorial, Content Strategy, Web Content, Copy Editing, Feature Articles, Publishing, Content Management, New Media, Digital Media, LinkedIn Endorser, Newsletters, Television, Storytelling, Newspapers, Journalism, Creative Writing, Publications, Online Marketing, SEO, Content Development, Online Journalism, Business Journalism, Magazines, WordPress, Online Publishing, Copywriting, News Writing, Writing, Management, Investments, Advertising, Social Media Marketing, Analysis
Education
University of Kentucky 1991 — 1992
BA
St. John's College (MD) 1987 — 1990
Continental Underwriters, Inc. May 2015 - Present
Dorsey, Wright & Associates September 2014 - May 2015
Northwestern Mutual May 2014 - August 2014
Capital Automotive June 2012 - June 2014
Skills
Microsoft Excel, Sales, Negotiation, Risk Management, Property & Casualty..., Retail Financing, Networking, Market Research, Customer Service, Banking, Marketing
Education
Virginia Commonwealth University 2014 — 2015
Bachelor's Degree, Risk Management & Financial Planning
Ohio University 2009 — 2012
Business
HumanGeo October 2015 - Present
ManTech October 2013 - September 2015
CACI July 2007 - October 2013
Merrill Lynch January 2006 - July 2007
Virginia Army National Guard April 2002 - April 2006
Dorsey, Wright & Associates August 2002 - December 2005
Skills
ArcGIS, Intelligence Analysis, Databases, Data Analysis, Systems Engineering, Database Design, Data Science, Government Contracting, Top Secret, Army, Research, Python, Security Clearance, DoD, Defense, Information Assurance
Education
University of Virginia 2014 — 2015
Master's Degree, Systems Engineering
Penn State University 2011 — 2011
Post Baccalaureate, MSc Geospatial Information Systems - GIS
Virginia Commonwealth University 2001 — 2006
Bachelor of Science, Business / Finance
Hillphoenix March 2014 - Present
Hillphoenix February 2010 - March 2014
Hill PHOENIX July 2008 - January 2010
Carpenter Co. January 2006 - July 2008
Carpenter Co. January 2004 - January 2006
Dorsey, Wright & Associates 2001 - 2003
Skills
Process Improvement, Microsoft Excel, Supply Chain Management, Microsoft Office, Procurement, Six Sigma, Manufacturing, Forecasting, Team Building, Sales, Training, PowerPoint, Operations Management, Strategic Planning, Change Management, Project Management, Inventory Management, Supply Chain, Continuous Improvement, Lean Manufacturing, Management, 5S, Logistics, Leadership, Cross-functional Team..., Contract Negotiation, Kaizen, Process Engineering, Root Cause Analysis, Value Stream Mapping, Purchasing, Engineering, Pricing, Budgets, Negotiation
Education
Hampden-Sydney College 1999 — 2003
B.A., Economics
SS&C Technologies May 2007 - Present
Keystone Builders Resource Group January 2006 - May 2007
Dorsey, Wright & Associates May 2005 - December 2005
Shanghai ChangFa Advertisement Group August 1993 - August 2000
Skills
Microsoft SQL Server, .NET, ASP.NET MVC, C#, jQuery, AJAX
Education
Colorado State University 2003 — 2006
Master of Science (MS), Computer Information Systems
Beijing Institute of Graphic Communication, People’s Republic of China
B.S, Printing Technology
Shanghai Publishing & Printing College, People’s Republic of China
A.S, Printing Process