FactSet Company
Industry: Software company
DescriptionFactSet Research Systems Inc., trading as FactSet, is a financial data and software company headquartered in Norwalk, Connecticut, United States. The company provides financial information and analytic software for investment professionals. For fiscal year 2016, FactSet's annual sales were $1.13 billion. CEO: Philip Snow (1 Jul 2015–) Revenue: 1.22 billion USD (2017) Number of employees: 8,000 Subsidiaries: Portware LLC, StreetAccount LLC,
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FactSet Employees
FactSet September 2015 - Present
FactSet September 2013 - Present
Rady School of Management January 2013 - September 2013
Todd Durkin Enterprises & Fitness Quest 10 October 2012 - December 2012
UC San Diego August 2010 - March 2011
Skills
Teaching, Student Leadership, Microsoft Excel, Political Science, Marketing, Microsoft Powerpoint, Microsoft Word, Public Speaking, PowerPoint
Education
University of California, San Diego 2010 — 2013
Bachelor of Arts (B.A.) with Honors, Political Science; Minor in Business Finance, 3.78; 4.0 respectively
Priceline.com March 2015 - Present
bxworkmandesign.com August 2010 - Present
FactSet October 2013 - December 2014
Synergy Corporate Technologies May 2012 - September 2013
Lawyers Group Advertising, Inc. September 2011 - May 2012
University of Central Missouri August 2008 - August 2010
Skills
Photoshop, Illustrator, InDesign, Dreamweaver, Flash, Excel, Art, PowerPoint, Word, Adobe Acrobat, Graphic Design, Mac, Adobe Creative Suite, Web Design, Wordpress, Layout, Freehand, Logo Design, Filezilla, Premiere, Microsoft Word, WordPress, Branding & Identity, HTML, Graphics, CSS, Typography, Social Media, Advertising
Education
University of Central Missouri 2010 — 2011
Masters of Science, Psychology
University of Central Missouri 2006 — 2009
BFA, Commercial Art Graphic Design
FactSet February 2015 - Present
The Dennis Group January 2010 - Present
Albano System, Inc. (Assigned to MML Investor Services, Inc, a member of MassMutual Financial Group) July 2007 - March 2008
University of Massachusetts Amherst September 2005 - July 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, VBA, SQL, Crystal Reports, Viewpoint, PeopleSoft, Access, Accounting, Financial Analysis, Data Analysis, Databases, General Ledger, Balance Sheet, Cash Flow Statements, Income Statement, P&L Administration, Budget Process, Account Reconciliation, Process Improvement, Solution Implementation, Analysis, P&L
Education
University of Massachusetts, Amherst 2005 — 2007
Master of Business Administration (MBA), Finance
University of National and World Economy, Sofia, Bulgaria 2003 — 2004
Master's degree, Economics
University of National and World Economy, Sofia, Bulgaria 1998 — 2003
Bachelor's degree, Finance, General
Athene USA August 2015 - Present
Athene USA September 2014 - Present
FactSet April 2014 - July 2014
FactSet October 2012 - April 2014
The University of Iowa, Krause Fund January 2012 - May 2012
AEGON USA Investment Management January 2011 - December 2011
Skills
Financial Analysis, Financial Modeling, Valuation, Microsoft Office, Fixed Income, Portfolio Performance..., Business Analysis, Equities, Analysis, Portfolio Management, Process Improvement, Structured Finance
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Finance
FactSet September 2013 - Present
Epic July 2011 - September 2013
The Wall Street Journal August 2010 - July 2011
Kenan Institute Asia May 2010 - July 2010
IES Abroad June 2009 - August 2009
Skills
Strategy, Blogging, Editing, Market Research, Marketing, Microsoft Excel, PowerPoint, Spanish, Project Management, Healthcare Information..., Software Installation, Social Media, Social Media Marketing, Nonprofits
Education
University of North Carolina at Chapel Hill 2007 — 2011
BSBA, Business Administration, Asian Studies
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BSBA, Business Administration, Asian Studies, Minor in Hispanic Studies
FactSet April 2015 - Present
TD Ameritrade June 2014 - August 2014
University of Colorado Boulder Chemistry Department August 2013 - December 2013
Hammortree Financial Services June 2013 - August 2013
Out of the Box Store June 2009 - June 2013
Herff Jones June 2008 - June 2013
University of Colorado at Boulder, Wager Lab January 2013 - May 2013
Camp Wayne for Girls June 2012 - August 2012
Skills
Oil Painting, Microsoft Office, Adobe Creative Suite, Microsoft Excel, PowerPoint, Economics, Microsoft Word, Research, Teamwork, Customer Service, Social Media, Public Speaking, Data Analysis, Statistics, Team Leadership, Photoshop, Retail Sales, Organizational Design, Delegate Management
Education
University of Colorado at Boulder 2011 — 2015
Bachelor of Arts (B.A.), Economics and Neuroscience, summa cum laude
Danish Institute for Study Abroad 2014 — 2014
Psychopharmacology: Substances and the Brain
Marengo High School
FactSet September 2014 - Present
The Davis Center for Portfolio Management August 2012 - May 2014
Epsilon Nu Tau Fraternity, Inc. January 2013 - January 2014
University of Dayton August 2012 - May 2013
Meadowbrook Insurance Group May 2012 - November 2012
University of Dayton August 2011 - May 2012
Reidelbach Gardens May 2010 - August 2010
Skills
Team Leadership, Entrepreneurship, Program Management, Analysis, Public Speaking, Marketing, PowerPoint, Facebook, Event Management, Microsoft Excel, Leadership, Bloomberg Terminal, Time Management, Social Media, Social Media Marketing, Market Research, Microsoft Office, Marketing Communications, Research, Microsoft Word, Social Networking
Education
University of Dayton 2010 — 2014
Bachelor of Business Administration (BBA), Entrepreneurship & Finance, Senior
University of Detroit Jesuit High School 2006 — 2010
FactSet June 2015 - Present
Goldman Sachs May 2014 - August 2014
Denihan Hospitality Group May 2013 - August 2013
The Row, LLC / Dualstar Entertainment Group June 2012 - August 2012
Bill Hallman Studio May 2010 - August 2010
Education
University of Colorado at Boulder 2011 — 2015
B.S. in Business Administration, Operations Management
FactSet July 2014 - Present
University of Rochester August 2012 - December 2013
Skills
C++, Programming, C, Algorithms, Linux, Software Development, MySQL, Java, HTML, Data Mining, CSS, Data Analysis, python, Ruby, Machine Learning, Python
Education
University of Rochester 2012 — 2013
MS, Engineering/Industrial Management
Wuhan University 2008 — 2012
BS, Computer Science
Catapult Marketing March 2015 - Present
Greenwich Hospital November 2014 - February 2015
FactSet July 2013 - July 2014
Etailing Solutions / The Center for Ecommerce Excellence June 2012 - August 2012
Catapult Marketing June 2011 - August 2011
Zara USA May 2010 - January 2011
Skills
Social Media, Microsoft Office, Photoshop, PowerPoint, Microsoft Excel, Advertising, Social Media Marketing, Microsoft Word, Customer Service, Facebook, Marketing, Event Planning, Public Relations, Marketing Strategy, Sales
Education
The University of Connecticut 2009 — 2013
Bachelor of Science (BS), Marketing
Westhill High School 2005 — 2009
FactSet August 2014 - Present
FactSet Research Systems October 2012 - August 2014
Wells Fargo Bank April 2010 - September 2012
Apex Outsourcing Inc. May 2009 - April 2010
Northwestern Mutual August 2008 - March 2009
Skills
Notary Public, Life & Health Insurance..., Microsoft Excel, Microsoft Word, PowerPoint, Windows, Mac OS X, FactSet, Financial Modeling, Sales, Financial Services
Education
University of California, Irvine
B.A., Business Economics, Management
FactSet June 2014 - Present
University of Maryland May 2011 - May 2014
FactSet May 2013 - August 2013
University of Maryland May 2012 - February 2013
Skills
JavaScript, jQuery, Spring MVC, Java, Software Engineering, Ruby, Computer Science, Object Oriented Software, SQL, C, HTML, Oracle, Ruby on Rails
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science (BS), Computer Science
FactSet June 2015 - Present
America Rising February 2014 - June 2015
Skills
Economics, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Microsoft Word, Corporate Finance, Teamwork, Valuation, Customer Service, Research
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Science (B.S.), Economics
Lincoln Sudbury Regional High School
Lincoln Sudbury Regional High School
FactSet January 2015 - Present
INTECH Investment Management LLC August 2014 - November 2014
Pershing, a BNY Mellon company June 2013 - August 2013
JB's On The Beach June 2011 - August 2013
David's Barbeque Grille March 2011 - May 2011
Skills
Microsoft Office, Customer Service, Research, Teamwork, Social Media, Financial Analysis, Written & Oral..., Market Research, Analysis, Data Analysis
Education
University of Miami 2010 — 2014
Bachelor of Business Administration (BBA), International Finance and Marketing
Newark Academy 2006 — 2010
FactSet July 2014 - Present
DGG Consulting September 2013 - December 2013
KJT Group May 2013 - August 2013
University of Rochester January 2013 - May 2013
Northwestern Mutual May 2012 - January 2013
Skills
Political Science, Data Analysis, Research, Holistic Financial..., Market Research, Event Planning, Economics, Leadership, Stata, Microsoft Excel, Strategic Communications
Education
University of Rochester 2010 — 2014
Dual Bachelor of Arts (BA) Degrees, Economics and Political Science
Fairport High School 2006 — 2010
Advanced Regents Diploma with Honors
University of Pennsylvania September 2013 - Present
DGM Consultants July 2014 - August 2014
EY May 2014 - July 2014
The Wharton School January 2014 - May 2014
FactSet January 2014 - January 2014
University of Pennsylvania February 2013 - December 2013
Mauritius Revenue Authority November 2010 - December 2010
Skills
Research, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Data Analysis, Python, VBA, Excel VBA, Teamwork, Event Planning, Statistics, Finance
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science in Economics, Statistics
Queen Elizabeth College 2010 — 2012
Higher School Certificate, Economics
Renganaden Seeneevassen State Secondary School 2005 — 2010
School Certificate, Highest distinction in all subjects
Jet Methods, Inc. November 2014 - July 2015
FactSet May 2012 - July 2014
Merrill Lynch January 2012 - May 2012
Merrill Lynch February 2010 - October 2011
New Canaan Public Schools January 2009 - June 2009
Nuveen Investments July 2008 - November 2008
Fred Alger Management, Inc. January 2006 - November 2007
American Century Investments October 1997 - January 2006
Eagle Capital Management February 1997 - August 1997
Hedge Fund March 1993 - January 1997
Skills
Portfolio Management, Investment Management, Asset Management, Strategy, Business Development, Financial Services, Finance, Structured Products
Education
University of California, San Diego 1983 — 1987
B.A., Economics
University of Pennsylvania - Wharton/AIMSE Investment Management Marketing Executive Program 2008 — 2008
FactSet September 2013 - Present
FactSet October 2012 - Present
FactSet April 2011 - September 2012
FactSet January 2007 - April 2011
FactSet January 2006 - January 2007
Aon Consulting May 2002 - December 2005
Skills
Market Data, Account Management, Management, Software Sales..., Relationship Management, Contract Negotiating, Client Presentation, FactSet, Financial Markets, Equities
Education
University of Iowa 1997 — 2001
William Blair & Company January 2015 - Present
FactSet March 2013 - January 2015
FactSet September 2010 - March 2013
Merrill Lynch May 2008 - August 2008
Skills
Fixed Income, Economics, Investments, Equity Research, Equities, Portfolio Management, Valuation, Quantitative Analytics, Asset Allocation, Financial Modeling, Asset Managment, Mutual Funds, Investment Management, Financial Analysis, FactSet
Education
University of Kentucky 2006 — 2010
Business Bachelor of Science, Major: Economics
Gatton College of Business and Economics
Economics
Swing Education June 2015 - Present
Rocketship Education July 2010 - June 2015
iGware February 2008 - February 2010
Factset July 2004 - February 2008
Skills
Educational Technology, Instructional Technology, Software Engineering, Software Development
Education
University of California, Los Angeles
Bachelor’s Degree, Computer Science and Engineering
FactSet July 2014 - Present
Theta Tau - Omicron Gamma Chapter May 2013 - November 2013
Amazon June 2013 - September 2013
UC Davis September 2011 - June 2013
Solmentum June 2010 - August 2010
Skills
C++, HTML, Linux, Java, Microsoft Office, Programming, Software Development, C, CSS, AJAX, Databases, JavaScript, Software Architectural..., Android Development, Algorithms, Scrum, Eclipse
Education
UC Davis 2010 — 2014
Bachelor of Science (BS), Computer Science and Engineering
Lynbrook High 2006 — 2010
Turntable.fm November 2009 - January 2014
Chartbeat 2008 - 2009
betaworks 2007 - 2009
Code and Theory 2004 - 2005
FactSet 2003 - 2004
Education
University of Michigan 1999 — 2003
Computer Science
FactSet May 2014 - Present
University of North Carolina at Chapel Hill August 2013 - December 2013
FactSet May 2013 - August 2013
FactSet May 2012 - August 2012
UNC Department of Computer Science May 2011 - December 2011
UNC Office of Arts & Sciences Information Services (OASIS) August 2010 - May 2011
Skills
Python, Algorithms, Parallel Computing, Machine Learning, C, JavaScript, CSS, Computational Geometry, Java, Linux, OpenMP, C#, Cilk, Github, PHP, ASP.NET MVC, JMS, HTML, AJAX, Tapestry 5, Hibernate, MySQL, jQuery, Django, Microsoft SQL Server, SQLite, Maven, Verilog, Scientific Visualization, Node.js
Education
University of North Carolina at Chapel Hill 2013 — 2014
MS, Computer Science
University of North Carolina at Chapel Hill 2009 — 2013
BS, Computer Science
FactSet July 2015 - Present
University of Connecticut December 2014 - January 2015
Cigna May 2014 - August 2014
Pitney Bowes June 2013 - August 2013
Center for Students with Disabilities February 2013 - April 2013
Skills
Software Engineering, Software Development, Computer Science, Web Development, Algorithms, Java, Eclipse, iOS development, Objective-C, Swift, iOS Development
Education
The University of Connecticut 2011 — 2015
Bachelor of Science (B.S.), Computer Science
Danbury High School 2007 — 2011
FactSet September 2014 - Present
The Davis Center for Portfolio Management April 2012 - May 2014
University of Dayton Athletic Communications August 2010 - May 2014
Merrill Lynch May 2013 - August 2013
Lord & Taylor December 2012 - July 2013
Skills
InDesign, Microsoft Excel, Social Media Marketing, Research, Management, Sales, Facebook, Bloomberg, PowerPoint, Investments, Sports, Trading, Event Planning, Microsoft Office, Social Media, Analysis
Education
University of Dayton 2010 — 2014
Bachelor of Science (BS), School of Business Administraion, Finance and Psychology
Kellenberg Memorial High School 2006 — 2010
FactSet November 2014 - Present
FactSet October 2012 - Present
MetLife November 2011 - October 2012
Skills
Investments, Sales, Financial Markets, Series 7, Customer Service, Financial Analysis, Finance, Retirement Planning, Microsoft Excel, PowerPoint, Asset Allocation, Microsoft Office, Financial Services, Portfolio Management, Social Media, Risk Management, Mutual Funds, Wealth Management, Investment Management, Equities
Education
University of North Carolina at Wilmington 2008 — 2011
BS, Business Administration- Finance & Marketing
FactSet July 2015 - Present
University of Illinois at Chicago January 2014 - May 2015
Cerner Corporation February 2013 - July 2013
Kowshik Web Solutions April 2011 - September 2011
Skills
C++, Visual C++, Linux, Java, Hadoop, MapReduce, MySQL, Objective-C, JavaScript, Software Engineering, Web Applications, Programming, Access, SQL, PHP, NetBeans, jQuery, Visual Studio, Big Data, Smalltalk, Hive, CSS, Matlab, HTML, Eclipse, C
Education
University of Illinois at Chicago 2013 — 2015
Masters in Computer Science, Computer Science
Vellore Institute of Technology 2009 — 2013
Bachelor of Technology (B.Tech.), Computer Science
NGIC 2007 — 2009
FactSet January 2012 - Present
Qualtech Systems September 2010 - May 2011
Skills
JavaScript, C++, angular, Algorithms, C, CSS, HTML 5, Software Project..., Linux, Pattern Recognition, Signal Processing, Android, Web Development, Mobile Devices, Java, Design Patterns, Agile Methodologies
Education
University of Connecticut 2007 — 2012
Bachelor of Science (BS), Computer Science and Engineering
FactSet September 2015 - Present
Flyer Investments Fund - University of Dayton January 2015 - May 2015
Business Research Group - University of Dayton November 2013 - May 2015
Flyer Trading Group - University of Dayton August 2014 - April 2015
City of Chicago (Office of the City Clerk) June 2014 - August 2014
Flyer Enterprises December 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Social Media, Fundraising, Public Speaking, PowerPoint, Social Media Marketing, Time Management, Leadership, Facebook, Volunteer Management, Marketing
Education
University of Dayton 2011 — 2015
Bachelor’s Degree, Finance and Business Economics Double Major
Mount Carmel High School 2007 — 2011
FactSet October 2014 - Present
FactSet Research Systems August 2011 - September 2014
Travelers August 2009 - August 2011
Skills
Financial Analysis, Underwriting -..., Data Analysis, Equity Research, FactSet coding and..., Hedge Funds, Equities
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
BBA, Finance
University of Notre Dame in London 2008 — 2008
FactSet June 2015 - August 2015
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Access, Data Analysis, Analytical Reasoning, Analysis, Financial Analysis, Leadership, Team Leadership, Teamwork, Time Management, Account Management, Finance, Management, Team Building
Education
University of Connecticut 2013 — 2017
Bachelor of Science in Business (B.S.), Finance
University of Connecticut 2013 — 2017
Bachelor of Arts (B.A.), Economics
Norwalk High School 2009 — 2013
High School Diploma, Valedictorian, 4.287/4.0 GPA
FactSet April 2015 - Present
FactSet Research Systems September 2013 - Present
Royal Bank of Scotland June 2012 - August 2012
Education
University of Pennsylvania 2009 — 2013
Bachelor's degree, Economics
Wellesley High School
FactSet May 2014 - Present
Shanghai Securities August 2013 - August 2013
Citi May 2013 - August 2013
Guotai Jun’an Securities July 2011 - September 2011
MassMutual Financial Group July 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Factiva, FactSet, Data Analysis
Education
University of Illinois at Urbana-Champaign 2012 — 2013
Master of Science (M.S.), Financial Engineering
Wuhan University 2008 — 2012
Bachelor's degree, Mathematical Finance
FactSet February 2014 - Present
Union Bank - Credit Risk Analytics Group May 2013 - August 2013
Noah Private Wealth Management January 2012 - March 2012
Rongzhi Investment Consultant Co. August 2011 - September 2011
Education
University of Michigan 2012 — 2013
Master of Science (M.S.)
Xiamen University 2008 — 2012
Bachelor of Economics
FactSet September 2013 - Present
The Pivotal Partners Group June 2012 - August 2012
Norton Leigh March 2012 - April 2012
Danbury Hospital May 2011 - July 2011
Skills
Microsoft Office, Data Entry, Data Analysis, Internet Research, CareerBuilder, Social Media, Social Media Marketing, Social Networking, Marketing Research, Marketing Strategy, Talent Acquisition, PCR, Cold Calling, FactSet
Education
The University of Connecticut 2009 — 2013
B.A., Economics
Brien McMahon High School
CEB March 2014 - Present
FactSet July 2013 - December 2013
Sprint Nextel June 2012 - August 2012
Sprint Nextel June 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Customer Service, Account Management, Market Research, Sales, Social Media Marketing, Social Networking, Time Management, Social Media, Creative Writing, Leadership, PowerPoint, Event Planning, Microsoft Office
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Economics
Fenwick High School 2005 — 2009
High School
FactSet September 2013 - Present
Fidelity Investments May 2012 - August 2012
Fidelity Investments June 2011 - August 2011
Vector Marketing June 2010 - August 2010
Skills
Microsoft Office, Excel, Economics, Access, PowerPoint, Word, Microsoft Excel, Financial Analysis, Customer Service, Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Finance
Florence University of the Arts 2012 — 2012
Braintree November 2014 - Present
FactSet August 2011 - October 2014
Wolfram Research November 2010 - August 2011
RR Donnelley May 2010 - July 2010
Skills
Python, Java, JavaScript, C++, Object Oriented Design, HTML 5, HTML, CSS, CSS3, Node.js, Perl, SQL, C, Ruby
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science (BS), Computer Science
FactSet February 2015 - Present
FactSet October 2014 - February 2015
FactSet February 2013 - February 2015
State Farm Insurance May 2012 - August 2012
Skills
Customer Service, Peer Mentoring, Leadership, Public Speaking, Time Management, Interviews, Project Planning, Data Analysis, Program Management, Risk Management, Training, Negotiation, Financial Analysis, Account Management, Microsoft Office, Teamwork, Team Leadership, Finance, Financial Modeling, PowerPoint, Microsoft Word, Microsoft Excel
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2012
BBA, Finance, Spanish
FactSet July 2014 - Present
UNL Dance Marathon April 2013 - February 2014
SMITH HAYES Financial Services January 2013 - December 2013
Beta Theta Pi June 2012 - June 2012
Skills
Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Strategic Planning, Data Analysis, Social Media, Customer Service, Financial Analysis, Research, Marketing, Access, Sales, Surgical Navigation
Education
University of Nebraska-Lincoln 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General, Junior
University of Rochester August 2015 - Present
FactSet May 2015 - August 2015
University of Rochester January 2015 - May 2015
University of Rochester Computer Science Department August 2014 - December 2014
iD Tech Camps June 2014 - August 2014
University of Rochester Computer Science Department January 2014 - May 2014
Learning and Exploring At Play September 2013 - May 2014
Skills
Programming, Microsoft Excel, Research
Education
University of Rochester 2012 — 2016
Bachelor of Science, Computer Science
FactSet September 2014 - Present
Groundwork Labs May 2013 - August 2013
UNC Student Stores August 2012 - August 2013
Education
UNC Chapel Hill 2010 — 2014
Business Administration, Business Administration, Senior
FactSet June 2015 - Present
University of Rochester October 2014 - May 2015
University of Rochester September 2014 - May 2015
University of Rochester Medical Center October 2014 - January 2015
Enterprise Rent-A-Car June 2014 - August 2014
ANN INC. January 2014 - May 2014
Grand Light May 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Data Analysis, Python, HTML, CSS, Access Database, PowerPoint, Photoshop, InDesign, Adobe Creative Suite, Website Development, Web Design
Education
University of Rochester 2011 — 2015
B.A., Business: Organizations and Markets
Kent School
LinkedIn January 2015 - Present
Capital IQ April 2013 - 2014
FactSet July 2008 - March 2013
Education
University of Colorado at Boulder 2004 — 2008
Bachelor's Degree, Business Administration, Finance and Accounting
FactSet August 2013 - Present
Youngstown State University 2012 - 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Java, Data Analysis, Time Management, Teamwork
Education
Youngstown State University 2012 — 2014
Master of Business Administration, Business Administration and Management, General
University of Mount Union 2006 — 2010
Bachelor of Arts (BA), Business Administration
Sumitomo Mitsui Banking Corporation April 2015 - Present
FactSet February 2014 - April 2015
Merrill Edge January 2013 - November 2013
Merrill Lynch May 2011 - December 2012
Merrill Lynch June 2010 - August 2010
Skills
Series 63, PowerPoint, Finance, Financial Analysis, Data Analysis, Financial Modeling, Investment Management, Wealth Management, Financial Services, Strategic Financial..., Series 7, Investments, Microsoft Excel, Microsoft Office, Analysis, Portfolio Management
Education
University of Richmond 2007 — 2011
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Finance and Accounting
shaker high school
DotAlign October 2009 - Present
FactSet Research Systems October 2008 - October 2009
FactSet February 2008 - September 2008
DealMaven Inc. July 1999 - January 2008
DLJ Merchant Banking October 1996 - July 1999
DLJ January 1996 - July 1999
Donaldson, Lufkin & Jenrette January 1996 - July 1999
Skills
technology, finance, product development, Financial Analysis, Software Development, Valuation, Investment Banking, Finance, Leadership, Product Development, Technology, Financial Modeling, Vendor Management, Strategy, Product Management, Investments, Banking, Strategic Partnerships, Venture Capital, Start-ups, Mergers & Acquisitions, Financial Markets, Analytics, Business Strategy, CRM, Business Development, Entrepreneurship, Private Equity, Equities, Financial Services, Corporate Development, Executive Management
Education
University of Pennsylvania - The Wharton School 1992 — 1995
BS, Finance, Strategic Management
FactSet January 2015 - Present
Allstate July 2013 - December 2014
Dance Marathon at the University of Michigan May 2012 - April 2013
The Michigan Daily May 2011 - April 2013
Hilliard Lyons May 2012 - August 2012
The Michigan Daily September 2009 - April 2011
Education
University of Michigan 2009 — 2013
Bachelor of Arts
Holland High School 2005 — 2009
Infinite Energy May 2015 - Present
FactSet September 2013 - June 2014
FactSet January 2010 - August 2013
Skills
C++, C#, Data Structures, C, Object Oriented Design, Algorithms, Microsoft SQL Server, MySQL, Software Engineering, SQL, Java, Python, Perforce, Eclipse, Design Patterns, Linux, OOP, Visual Studio, WPF, Multithreading, Team Leadership, Apache Spark, Amazon Web Services..., Spark, Web Services, JavaScript, .NET, Databases, Web Applications
Education
University of Florida 2014 — 2015
Master's Degree, Computer Science, 3.85/4
IIIT Hyderabad 2005 — 2009
Bachelor of Technology (BTech), Computer Science
FactSet April 2015 - Present
FactSet September 2013 - April 2015
College of William and Mary January 2012 - November 2012
College of William and Mary August 2010 - September 2012
Angus King for US Senate Campaign June 2012 - August 2012
Inter-Fraternity Council at the College of William and Mary December 2010 - December 2011
Zeta Upsilon Chapter of the Sigma Chi Fraternity December 2010 - December 2011
Skills
FactSet, PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, German, Stata, Econometrics, Writing, Policy Memos, Team Management, CRM, Public Speaking, International Relations, Spanish, Leadership, Event Planning, Management, Research, Verbal De-escalation, Data Analysis, Editing, Psychic Readings, Social Networking
Education
The College of William and Mary 2009 — 2013
Bachelor of Arts, International Relations, German Concentration; Economics Minor
Universität Potsdam / University of Potsdam 2011 — 2011
Milton Academy 2005 — 2009
FactSet January 2014 - Present
Hillmark Capital Management LLC June 2013 - August 2013
Toyota Tsusho America June 2012 - August 2012
College Move In Guys August 2011 - January 2012
Sterling Equities March 2009 - June 2009
Staco Industries June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Portfolio Management, Financial Modeling, Microsoft Office, Research, Valuation, Outlook, Photoshop, Editing, Strategic Planning, Financial Research, Credit Analysis, Account Reconciliation, Equity Valuation, Cash Flow Forecasting, Portfolio Analytics, Bloomberg Terminal, Model Portfolios, Data Analysis, Databases, Data Management, Product Development, Market Research, Attribution Modeling
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2013
Bachelor of Science (BS), Finance
Mattel, Inc. January 2015 - Present
Ellison November 2013 - January 2015
Ellison April 2013 - November 2013
BookPinning January 2012 - 2013
Corinthian Colleges, Inc. 2010 - 2012
Towers Watson 2009 - 2010
FactSet 2006 - 2009
Skills
Digital Marketing, Strategy, Business Intelligence, Big Data Analytics, SQL, Social Media Marketing, Analytics, Mobile Applications, Social Media, CRM, SEO, Email Marketing, Copywriting, E-commerce, Photoshop, PPC, Inbound Marketing, Content Marketing, SEO copywriting, Marketing, Advertising, Marketing Strategy, Management
Education
University of California, Irvine 2002 — 2005
BA, Economics
Chartered Financial Analyst (CFA) Level 1
Domo, Inc. April 2015 - Present
FactSet June 2013 - April 2015
FactSet Research Systems February 2011 - July 2013
MidAmerica Securities April 2010 - February 2011
Information Technology Services August 2008 - February 2011
Skills
Financial Modeling, Finance, Financial Analysis, Microsoft Excel, Business Analysis, Data Analysis, Account Management, Salesforce.com, Sales, SaaS, Equities, CRM, Business Development, Strategic Account..., PowerPoint, Customer Service, Analysis, Investments, Microsoft Office, Consulting, Asset Management, Market Research, Mutual Funds
Education
University of Iowa 2007 — 2010
Bachelor of Business Administration, Finance & Marketing
Google June 2014 - Present
University of Rochester September 2010 - May 2014
FactSet May 2013 - August 2013
Skills
Software Engineering, Web Design, C, Java, Python, JavaScript, jQuery, SQL, Software Project..., Project Management, Web Project Management, Software Development, HTML, Programming
Education
University of Rochester 2010 — 2014
Bachelor's Degree, Computer Science
FactSet June 2014 - Present
University of Michigan May 2012 - December 2012
Self employed September 2009 - April 2012
MEZ January 2010 - March 2010
Skills
C++, Java, IntelliJ IDEA, Visual Studio, Microsoft Office, NetBeans, Discrete Mathematics, Multidisciplinary Design, Quantitative Finance
Education
University of Michigan 2010 — 2014
BSE, Computer Science
University of Michigan 2010 — 2014
B.S.E, Computer Science
Appian Corporation July 2015 - Present
FactSet May 2014 - Present
University of Maryland Astronomy Department September 2013 - Present
University of Maryland Computer Science Dept. June 2013 - April 2014
Millington Savings Bank July 2012 - August 2012
Millington Savings Bank August 2010 - August 2012
Skills
Java, JavaScript, AngularJS, HTML, Eclipse, CSS, Programming, Ruby, C, Unix, Integration, Computer Science, Software Engineering, MVC, Algorithms
Education
University of Maryland College Park 2012 — 2015
Bachelor of Science (B.S.), Computer Science, 3.7
Ridge High School
FactSet February 2014 - Present
Triple Point Technology Inc November 2010 - December 2013
UBS Investment Bank January 2006 - November 2010
JPMorgan Chase April 2005 - December 2005
Skills
SDLC, Quality Center, Requirements Analysis, Business Analysis, Software Project..., Agile Methodologies, User Acceptance Testing, SQL, JIRA, XML, Oracle, Sybase, Production Support, Testing, Quality Assurance, Requirements Gathering, Java, Test Management, Microsoft SQL Server, Integration, Web Services, Software Development
Education
University of Louisiana at Lafayette 2000 — 2002
Master's degree, Computer Engineering
Vellore Institute of Technology 1996 — 2000
Bachelor of Science (BS), Electrical and Electronics Engineering
Vevo April 2015 - Present
Yarly June 2013 - Present
MasterDevs July 2012 - Present
FactSet July 2008 - May 2012
Skills
Software Development, Software Project..., Software Engineering, Distributed Systems, Object Oriented Design, Software Design, C#, Agile Methodologies, XML, OOP, Perl, .NET, Web Services, Subversion, Python, JavaScript, Eclipse, Java
Education
University of Delaware 2003 — 2008
Bachelor of Science (BS), Computer Science
FactSet October 2014 - Present
Direct Tutors August 2011 - June 2015
Arcadia Solutions May 2013 - October 2014
Advantage Data July 2012 - April 2013
Southwestern Company September 2006 - May 2009
Skills
C#, VBA, JavaScript, Meteor.js, Microsoft SQL Server, R, C, Public Speaking, XML, jQuery, ASP.NET, Management, SSIS, Microsoft Excel, HTML, Oracle, MySQL, VB.NET, MongoDB, PowerPoint, .NET, JIRA, Agile Methodologies, Research, Negotiation, Data Analysis, Microsoft Word, CSS, LINQ, Consulting, Node.js, Git
Education
University of Nebraska-Lincoln
B.S., Mathematics
FactSet June 2015 - Present
University of Pittsburgh September 2013 - April 2015
Siemens May 2014 - August 2014
Verizon June 2013 - August 2013
GlobalSpec May 2012 - January 2013
Saratoga Springs Civil Service Commission June 2010 - August 2011
Skills
Engineering, Engineering Management, Product Development, Microsoft Excel, Mechanical Engineering, Programming, Matlab, Solidworks, Java, C++, Solr, HTML, XML, SharePoint
Education
University of Pittsburgh 2011 — 2015
Bachelor of Science (B.S.), Mechanical Engineering
FactSet September 2014 - Present
Sandler O'Neill & Partners, L.P. June 2013 - August 2013
CapGen Financial June 2010 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word
Education
University of Richmond 2010 — 2014
Bachelor of Arts (B.A.), Leadership Studies
Garden City High School 2006 — 2010
FactSet September 2014 - Present
Fidelity Investments March 2012 - September 2014
Fidelity Investments June 2011 - March 2012
Skills
Series 7, Series 63, Portfolio Management, Finance, Retirement Planning, Strategy, Retirement, Trading, Estate Planning, High Net Worth..., Mutual Funds, Securities, Series 6, Wealth Management, Financial Services, Investments, Asset Allocation, 401k, Equities, Economics, Fixed Income, FINRA
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
Bachelor of Science (BS), Finance, General
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
FactSet January 2015 - Present
Red Bull May 2012 - May 2014
FirstBank June 2013 - August 2013
Phi Delta Theta Fraternity December 2011 - December 2012
Airliner April 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Teaching, Public Speaking, Event Management, Social Media, Leadership, Event Planning, Marketing, Social Media Marketing
Education
University of Iowa 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General, 3.5
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Bachelor's Degree, Finance, General, 3.5
FactSet March 2015 - Present
FactSet July 2013 - March 2015
Comcast May 2012 - August 2012
Skills
Forecasting, Analysis, Financial Modeling, Financial Analysis, Finance, Valuation, Microsoft Excel, Corporate Finance, Accounting, Financial Reporting, Competitive Analysis, Market Research
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
B.S. degree, Business Administration; Finance and Accounting, 3.72
University of Virginia 2011 — 2012
B.S.degree, Business Administration
FactSet February 2015 - Present
IBM June 2014 - January 2015
IBM May 2013 - August 2013
IBM June 2012 - December 2012
University of Connecticut Daily Campus September 2011 - May 2012
Universal Business Equipment May 2010 - September 2011
Skills
Microsoft Office, Business Analysis, Financial Analysis, Financial Modeling, Finance, Process Improvement, Cognos, Analysis, Forecasting, Lotus Notes, Business Intelligence, Financial Reporting, Project Management, Managerial Finance, Teamwork, PowerPoint, Microsoft Excel, Data Analysis, Leadership, Analytics
Education
The University of Connecticut 2009 — 2014
Bachelor of Science (B.S.), Finance, General
University of Connecticut
Bachelor's degree, Finance, General
CEB January 2014 - Present
Verizon Enterprise Solutions Group October 2012 - January 2014
COOP Systems, INC December 2011 - November 2012
FactSet Research Systems 2006 - October 2011
Factset March 2006 - June 2008
E*TRADE Financial January 2005 - March 2006
Merrill Lynch January 2004 - December 2004
Skills
Account Management, Salesforce.com, Solution Selling, Market Data, Business Analysis, New Business Development, Business Development, SaaS, Competitive Analysis, Enterprise Software, Financial Services, Strategic Planning
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Maryland College Park 2000 — 2004
Bachelor of Science (B.S.), Economics
FactSet June 2013 - Present
University of Connecticut August 2009 - Present
Bentley Systems June 2012 - August 2012
University of Connecticut January 2012 - June 2012
Education
The University of Connecticut 2009 — 2013
Bachelor of Science and Engineering, Computer Science and Engineering
FactSet July 2013 - Present
ManpowerGroup July 2012 - June 2013
Cartus February 2011 - July 2012
Cartus August 2007 - February 2011
Cartus February 2005 - August 2007
Cartus August 2003 - February 2005
Skills
T-SQL, MS Project, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft SQL Server, Oracle Applications, PL/SQL, Visual Studio, VSS, ReqPro, ClearQuest, Toad, Process Improvement, Analysis, Business Intelligence, Business Process, Business Analysis, Team Building, Requirements Gathering, Project Management, Integration, Testing, Quality Assurance, Management, Oracle, User Acceptance Testing, Solution Architecture
Education
University of Connecticut 1999 — 2003
BA, Political Scienence
FactSet June 2015 - Present
First Niagara Bank November 2013 - Present
Webster Bank January 2013 - November 2013
Wachovia, A Wells Fargo Company November 2011 - January 2013
Skills
Banking, Loans, Credit, Retail Banking, Commercial Banking, Cross Selling, Cash Management, Customer Service, Deposits, Financial Services, Supervisory Skills, Employee Training
Education
University of Hartford 2006 — 2010
Bachelor of Arts, Communications, Journalism
FactSet January 2012 - Present
Game Developer January 2009 - December 2014
Vitabot Online Nutrition September 2010 - December 2011
Aol June 2010 - September 2010
CABM, Rutgers University June 2009 - August 2009
Skills
JavaScript, C++, jQuery, Linux, SQL, HTML, User Interface, Perforce, VMS, Flash, Mootools, Microsoft Visual Studio..., ActionScript, Git, Backbone.js, react.js, Node.js
Education
University of Maryland College Park 2007 — 2011
Computer Science, Mathematics Minor
University of Maryland College Park 2007 — 2011
Bachelor of Science (B.S.), Computer Science
FactSet September 2014 - Present
Battea Class Action Services August 2013 - July 2014
New York Life Insurance Company June 2010 - July 2013
The McIntyre Group January 2010 - June 2010
Acacia Innovation June 2008 - June 2010
Merrill Lynch May 2007 - August 2007
Skills
Access, Microsoft Excel, Insurance, Outlook, Marketing, PowerPoint, Facebook, Databases, Microsoft Office, Visio, Lotus Notes, Advertising, Event Planning, Financial Services, SharePoint, VBA, Windows, Adobe Acrobat, Social Networking, Microsoft Word, Data Entry, SQL, 409A, ACT!, Salesforce.com, Adobe Creative Suite, AML, BlackRock, Compliance, Dreamweaver, Employee Benefits, ERISA, Event Management, Fixed income, LinkedIn, Marketing Strategy, Mac OS X, Morningstar, MS Excel Pivot Tables, Oracle AR, Organizational..., Photo Editing, Photography, Photoshop, Public Speaking, SAP HR, Satuit, SOX, Teamwork, Variable Products
Education
The University of Connecticut 2006 — 2009
BSBA, Business & Technology, Marketing, Advertising
FactSet October 2014 - Present
FactSet Research Systems February 2013 - October 2014
Northwestern Mutual May 2010 - February 2013
Sylvan Learning Center June 2006 - August 2009
Skills
Risk Management, Investments, Strategic Financial..., Financial Analysis, Financial Modeling, FactSet, Finance, Valuation
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance, Peace Studies
New Canaan High School
FactSet April 2015 - Present
FactSet Research Systems September 2012 - March 2015
FactSet Research Systems February 2010 - September 2012
FactSet Research Systems February 2008 - June 2010
Russell Investment Group May 2005 - February 2008
Bank One/JP Morgan March 2003 - May 2005
Bank One April 2002 - March 2003
Bank One June 2000 - April 2002
Skills
Fixed Income, Financial Analysis, Investments, Sales, Research, Marketing, Portfolio Management, Investment Management, Capital Markets, Derivatives, Credit Analysis, Asset Managment, Hedge Funds, Bonds, Equities, Banking, Asset Allocation, Valuation, FactSet, CRM, Financial Markets, Asset Management
Education
University of Notre Dame 1996 — 2000
BBA, Finance
FactSet September 2015 - Present
FactSet April 2015 - September 2015
FactSet February 2013 - April 2015
Investec Bank Australia May 2011 - July 2011
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Management
FactSet December 2014 - Present
FactSet Research Systems September 2010 - December 2014
Thomson Reuters April 2007 - September 2010
Thomson Reuters November 2004 - November 2006
Skills
Business Analysis, Data Analysis, Equities, Financial Markets, Fixed Income, Management, Market Data, Microsoft Excel, Options, Reference Data, Risk Management
Education
University of Rochester 1999 — 2003
B.A
FactSet September 2015 - Present
FactSet September 2013 - September 2015
FactSet Research Systems March 2012 - September 2013
FactSet Research Systems July 2011 - March 2012
Skills
Data Analysis, Software Development, Software Project..., Linux, Project Management, Software Quality..., Analysis, Problem Solving, Project Coordination, Systems Analysis, Systems Evaluation, Critical Thinking
Education
University of Rochester 2007 — 2011
Bachelor of Arts (B.A.), Majors:Financial Economics and Statistics Minors: Mathematics and Business
FactSet February 2015 - Present
Code Red Software (Code Red, Inc) October 2012 - Present
Eze Castle Software August 2010 - September 2012
Washtenaw Public Defender’s Office May 2010 - August 2010
Nexecon Consulting Group September 2009 - April 2010
Skills
Hedge Funds, Bloomberg, Financial Modeling, Financial Analysis, Trading, Fixed Income, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft CRM, Microsoft Office, XML Spy, Financial Information...
Education
University of Michigan 2006 — 2010
Bachelor of Arts (B.A.), Economics
University of Michigan 2006 — 2010
Bachelor of Arts, Political Science and Government
Public Consulting Group February 2015 - Present
FactSet February 2014 - October 2014
YMCA of the USA March 2013 - May 2013
Great Lakes Financial (Member of John Hancock Financial Network) June 2010 - August 2012
Skills
Excel, Word, PowerPoint, Access, Microsoft Software, Microsoft Office, Windows, Mac, Analytics, Consulting, Data Warehousing, Microsoft Excel, Market Analysis, Web Design, Analysis, Leadership, Financial Analysis, Finance, Data Analysis, Research, Sales, Customer Service, Market Research, Investments, HTML
Education
University of Rochester 2009 — 2013
B.A., Double major in Political Science and Philosophy
Harry D. Jacobs High School 2005 — 2009
FactSet June 2012 - Present
FactSet June 2009 - June 2012
Skills
Consulting, Management Consulting, Finance, Financial Services, Analytics, Research, Business Analysis, CRM, Financial Modeling, Software Development, Excel models, Client Presentation, Software Project...
Education
University of Richmond 2005 — 2009
Bachelor of Arts (BA), Economics
FactSet December 2013 - Present
FactSet Research Systems May 2013 - November 2013
FactSet Research Systems August 2011 - April 2013
Technology Service Corporation (TSC) June 2010 - July 2011
CresaPartners May 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Finance, Valuation, Data Analysis, Equities, Corporate Finance, Bloomberg, Asset Management, Equity Research, Fixed Income, Portfolio Management, Investments, Capital Markets, FactSet
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
B.S., Finance
FactSet June 2015 - August 2015
University of Richmond January 2014 - August 2014
Education
University of Richmond 2012 — 2016
Bachelor of Science (B.S.), Physics, Senior
Greenhill School 2004 — 2012
High School Diploma
FactSet September 2013 - Present
Boulder Country Club April 2011 - July 2012
Skills
Finance, Financial Analysis, Microsoft Excel, Corporate Finance, Financial Modeling, Data Analysis, Management, Valuation, PowerPoint, Microsoft Office, Microsoft Word, Investments, Accounting, Equity Research, Derivatives, FactSet, Community Outreach, Communication, Organization Skills
Education
University of Colorado at Boulder 2009 — 2013
Bachelor's degree, Finance, General
University of Otago 2012 — 2012
Bachelor of Business Administration (BBA), Finance, General
TrueSkills July 2015 - Present
HackerRank August 2014 - July 2015
HackerRank June 2013 - August 2014
FactSet Research Systems January 2013 - June 2013
FactSet August 2011 - January 2013
Vail Resorts 2009 - 2011
The Ability Experience 2008 - 2009
The Ability Experience 2008 - 2008
The Ability Experience 2007 - 2007
Education
University of Colorado at Boulder
Bachelor of Business Administration (BBA), Finance
Kirkwood High School
WINDOWSEATpictures October 2013 - Present
orenfilm productions November 2004 - Present
The Walt Disney Company 2008 - 2011
FactSet Research Systems, Inc. August 2001 - November 2004
FactSet 2001 - 2004
Skills
ASP.NET, Perl, Java, User Interface Design, Mobile Applications, XML, OS X, Entertainment, Software Development, C++, Agile Methodologies, JavaScript, Software Engineering, HTML, Film Production, Web Development, Photoshop, Film, SQL
Education
University of California, Los Angeles 1997 — 2001
Bachelor of Science, Computer Science and Engineering
FactSet October 2013 - Present
FactSet October 2011 - October 2013
FactSet February 2011 - October 2011
FactSet December 2007 - January 2011
FrontPoint / Copia Capital, LLC May 2006 - August 2007
Skills
Financial Analysis, Valuation, Portfolio Optimization, Quantitative Finance, Derivatives, Equities, Fixed Income, VBA, Financial Modeling, Quantitative Analytics, Trading Systems, Bloomberg
Education
The University of Chicago 2007 — 2008
Master of Science, Financial Mathematics
University of Notre Dame 1997 — 2001
BBA, Accounting and Finance
FactSet May 2015 - Present
Supportive Housing Works April 2013 - February 2015
Merrill Lynch June 2007 - December 2012
Skills
French Proficiency, Investments, Financial Analysis, Wealth Management, Research, Series 7, Investment Advisory, Portfolio Management, Alternative Investments, Retirement Planning, Fixed Income, Asset Allocation, Investment Strategies, Asset Managment, Financial Modeling, Equities, Valuation, Estate Planning, Mutual Funds, Hedge Funds, Securities, Asset Management, Affordable Housing, Series 63, Finance, Urban Planning, Private Equity, Investment Management, Mergers & Acquisitions, Bloomberg
Education
CFA Institute 2008 — 2013
CFA® charterholder
University of Notre Dame 2003 — 2007
B.A., Program of Liberal Studies
National Development Council
FactSet February 2015 - Present
Code Red Software (Code Red, Inc) August 2005 - Present
Skills
SDLC, IT Strategy, SQL, Hedge Funds, Software Development, Microsoft SQL Server, Project Management, Agile Methodologies, Business Analysis
Education
University of Notre Dame 1999 — 2003
BA, English, Italian
UBS April 2015 - Present
FactSet May 2014 - April 2015
Oppenheimer & Co., Inc June 2008 - October 2013
Oppenheimer & Co. Inc. June 2006 - June 2008
Oppenheimer & Co. Inc. July 2004 - January 2006
Oppenheimer & Co. Inc. September 1998 - July 2003
Education
Leonard N. Stern School of Business 2009 — 2012
M.B.A
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Science (BS)
FactSet July 2013 - Present
Undisclosed Trading Firm February 2011 - July 2013
Bluefire Capital July 2010 - November 2010
TransMarket Group, L.L.C. January 2010 - July 2010
Matlock Capital February 2009 - December 2009
Allston Trading June 2007 - December 2007
Motorola January 2003 - June 2007
university of illinois at urbana-champaign 2004 - 2007
Skills
FPGA development, Device Driver..., Low Latency Market Data..., Low Latency Order..., c++, c#, Verilog, Low Level understanding..., Trading Systems, Low Latency, Low Level Programming, C++, Device Drivers, C#, FPGA, Debugging, Algorithms, Perl, Object Oriented Design, Embedded Software, Software Engineering, C, Linux, Software Development, Python
Education
University of Illinois at Urbana-Champaign 2004 — 2007
BS, Computer Science Engineering
FactSet July 2015 - Present
FactSet Research Systems October 2011 - Present
FactSet Research Systems January 2006 - October 2011
FactSet Research Systems June 2004 - December 2005
Education
University of Pittsburgh 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Private Advisors, LLC May 2007 - Present
Franklin Portfolio Associates 2004 - 2006
Prudential Securities 1998 - 2002
FactSet 1996 - 1998
Education
University of Richmond 1992 — 1996
B.A., Economics
FactSet September 2010 - Present
FactSet Research Systems September 2008 - November 2010
FactSet September 2006 - September 2008
Skills
Competitive Analysis, Equities, Product Management, Analytics, Financial Modeling, Data Analysis, Portfolio Management, Java, Fixed Income, Financial Analysis, SaaS, SQL, VBA, Quantitative Analytics, Agile Methodologies
Education
University of California, Davis 2002 — 2006
Bachelor's degree, Economics
FactSet December 2013 - Present
FactSet November 2011 - December 2013
SS&C Technologies December 2010 - October 2011
Webloyalty May 2007 - December 2010
GE Money January 2007 - June 2007
University of Connecticut August 2005 - May 2007
Education
The University of Connecticut 2003 — 2007
Bachelor of Science, Business Administration; Management Information Systems
FactSet December 2013 - Present
Ventus Networks April 2010 - May 2013
HealthMarkets November 2007 - December 2009
Skills
Software Development, Agile Methodologies, Software Engineering, Perl, JavaScript, C++, HTML, C#
Education
University of Connecticut 1994 — 1997
FactSet September 2014 - Present
FactSet Research Systems March 2010 - September 2014
FactSet Research Systems September 2007 - March 2010
FactSet Research Systems January 2006 - September 2007
Skills
FactSet, Sales, Securities, Financial Risk, New Business Development, Business Analysis, Analytics, Relationship Management, Team Building, Trading, Fixed Income, Management, Account Management
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
BBA
FactSet June 1999 - Present
Education
University of California, Berkeley 1996 — 1999
FactSet August 2015 - Present
Bloomberg LP October 2014 - July 2015
Bloomberg January 2010 - September 2014
Bloomberg LP January 2005 - January 2010
Bloomberg LP June 2000 - June 2005
SS&C Technologies January 1999 - June 2000
Portview Corporation June 1993 - June 1999
Skills
Market Data, Trading Systems, Portfolio Management, Equities, Management, Hedge Funds, Product Marketing, New Business Development, Product Development, Product Management, Strategic Partnerships, Business Development, Strategic Planning, Business Analysis, Account Management, Business Strategy, Analytics, Bloomberg, Derivatives, Financial Markets, Strategy, Relationship Management, Customer Engagement
Education
University of Richmond 1989 — 1993
Bachelor of Science (B.S.), Economics and Fianance
FactSet February 2015 - Present
Code Red February 2011 - Present
Advent Software April 2007 - January 2011
Symantec February 2003 - April 2007
e4eNet February 2002 - July 2002
Millipore Corporation October 2001 - December 2001
Teradyne January 1999 - January 2001
Health Systems Technologies January 1995 - January 1999
Skills
Test Automation, Testing, Automation, Windows, Operating Systems, Documentation, SilkTest, Test Complete, System Testing, JUnit, Scripting, SQL Server, Agile, SQL, Manual Testing, Scrum, XML, Agile Methodologies, Software Documentation, Microsoft SQL Server, Test Planning, Software Quality...
Education
University of Massachusetts, Amherst
BS, Computer Science
University of Washington
Concord Systems, Inc. December 2014 - Present
drip.fm December 2012 - December 2014
Codecademy February 2012 - September 2012
FactSet Research Systems May 2011 - March 2012
FactSet 2011 - 2012
University of Rochester May 2010 - September 2010
NIITEK, Inc. May 2009 - August 2009
Google May 2008 - August 2008
Naval Surface Warfare Center, Carderock Division May 2006 - August 2007
TRX Systems May 2005 - August 2005
Skills
C++, C, Haskell, Java, Hadoop, HBase, Perl, Python, MySQL, Distributed Systems, Network Engineering, Network Programming, Ruby, Algorithms, Optimization, Linux, Unix
Education
University of Rochester 2007 — 2011
BS, Computer Science
University of Rochester 2007 — 2011
BA, English
FactSet August 2015 - Present
Capital Guardian LLC April 2013 - January 2015
Moors and Cabot Inc January 2003 - April 2013
Ward, Conary and Murphy Inc December 1998 - January 2003
Skills
Capital Markets, Equity Trading, Bloomberg, Series 7, Trading, Equities, FINRA, Securities, Trading Systems, Series 63, Options, Alternative Investments, Hedge Funds, Asset Management
Education
University of New Hampshire - Whittemore School of Business and Economics 1994 — 1998
Bachelor of Science (BS)
CrossFit Hybrid Athletics August 2014 - Present
FactSet November 2013 - Present
Private Client Resources, LLC August 2012 - November 2013
Investment Metrics October 2010 - July 2012
Informa Investment Solutions January 2008 - October 2010
Cruice Financial Organizatoin January 2005 - August 2006
Skills
Data Aggregation, Performance Analysis, Account Reconciliation, Financial Reporting, Customer Relations, Product Development, Process Improvement, Analysis, Asset Management, Finance, Equities, Customer Service, Investments, Strategic Financial..., Financial Planning, Financial Analysis, Analytics, Management, Wealth Management, Financial Modeling
Education
The University of Connecticut 2009 — 2013
MBA, Finance, 4.0 GPA
University of Connecticut 2003 — 2007
BS, Agricultural & Resource Economics, Business Minor
FactSet January 2014 - Present
FactSet July 2011 - December 2013
FactSet June 2009 - July 2011
Morgan Stanley July 2008 - March 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Investment Banking, Corporate Finance, Business Analysis, Investments, Analytics, Data Analysis, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance and Accounting
FactSet September 2013 - Present
FactSet Research Systems August 2010 - August 2013
Siemens Healthcare December 2000 - November 2007
Skills
SQL, Microsoft Office, Editing, Quality Assurance, Linux, Access, Visio, Microsoft Excel, Technical Writing, Microsoft Word, Project Management, PowerPoint, Analysis, Software Documentation, Data Analysis, SharePoint, HTML, Content Management, Process Improvement, Business Analysis
Education
University of New Haven 2003 — 2007
BS, Forensic Science
University of Connecticut 1996 — 2000
BA, Political Science / History Double Major
FactSet September 2014 - Present
FactSet September 2013 - Present
FactSet Research Systems May 2012 - September 2013
FactSet Research Systems February 2010 - May 2012
FactSet Research Systems February 2009 - February 2010
FactSet Research Systems August 2007 - February 2009
University of Richmond 2003 - 2007
Skills
Creative Problem Solving, Process Improvement, Sales Process, Strategic Planning, Training, Factset, SQL, VBA, Perl, Python, Data Analysis, Analytics, Management
Education
University of Richmond 2003 — 2007
BS, Economics
University of Richmond 2003 — 2007
BA, Leadership Studies
FactSet September 2014 - Present
PURE Group of Insurance Companies October 2013 - September 2014
PURE Group of Insurance Companies June 2011 - October 2013
PURE Group of Insurance Companies July 2009 - June 2011
Blue Cross Blue Shield of DE September 2008 - May 2009
MTV Networks June 2008 - August 2008
Lenox Hill Hospital May 2007 - August 2007
Skills
Corporate Communications, Public Relations, Press Releases, Strategic Communications, Marketing, Social Media Marketing, Direct Marketing, Social Media, Integrated Marketing, Newsletters, Media Relations, Research, Marketing Communications, Event Management, Proofreading, Content Development, Internal Communications, Project Management, Copy Editing, Video Production, Microsoft Office, Vizio, Copywriting, Storytelling, Editing, Writing
Education
University of Delaware 2005 — 2009
B.A., English, Journalism, Anthropology
FactSet January 2014 - Present
JP Morgan Chase July 2010 - December 2013
Bank of America June 2009 - August 2009
Skills
Business Analysis, XML, Microsoft Office, Microsoft Excel, SQL, Data Analysis, Requirements Analysis, SDLC, Visio, SharePoint, Requirements Gathering, Microsoft SQL Server, Project Management, PowerPoint, Software Development, Agile Methodologies, Software Project..., HTML, VBA, Analysis, Process Improvement, Customer Service, Testing, Databases, Access, MySQL, Integration, Salesforce.com..., SQL Server Management..., Big Data Analytics, Hadoop, QA Engineering, QA Automation, IBM Mainframe, COBOL, JCL
Education
University of Illinois at Urbana-Champaign 2006 — 2010
BS, Economics and IT
FactSet September 2014 - Present
S&P Capital IQ June 2011 - August 2014
Robert H. Smith School of Business August 2009 - May 2011
Aid Through Trade June 2010 - August 2010
Patni Computer Systems Ltd. October 2007 - July 2009
Skills
MySQL, Unix, HTML, Databases, C++, Microsoft SQL Server, C#, Database Design, Database Administration, Data Modeling, SSIS, ETL, T-SQL Stored Procedures, SQL Tuning, SQL Server Management..., Oracle SQL Developer, SQL DB2, Powershell, Performance Tuning, Replication, SQL Clustering, Vertica, Normalization, Data Analysis, Data Mining
Education
University of Maryland College Park 2009 — 2011
Masters, Information Management
University of Mumbai 2003 — 2007
BE, Electronics and Telecommunication
FactSet March 2015 - Present
MSCI Inc. June 2011 - March 2015
Harris Investments January 2006 - July 2011
Skills
Asset Management, Financial Modeling, Equities, Risk Management, Portfolio Management, Fixed Income, Investments, Hedge Funds, Valuation, Alternative Investments, Bloomberg, Derivatives, Analytics
Education
University of Michigan 2004 — 2005
MS, Financial Engineering
University of Illinois at Urbana-Champaign 2000 — 2004
BS, Mathematics
FactSet September 2014 - Present
FactSet Research Systems April 2013 - September 2014
FactSet Research Systems September 2010 - April 2013
Bloomberg LP June 2009 - February 2010
Bloomberg LP June 2008 - August 2008
Bloomberg LP June 2007 - August 2007
Skills
Market Data, Data Analysis, Microsoft Excel, Microsoft Office, Financial Analysis, Trading Systems, Research, Business Analysis, Account Management, Valuation, FactSet, Microsoft Powerpoint, Bloomberg Terminal, Client Management, New Business..., Sales, Time Management, Multi-tasked, Problem Solving, Relationship Management, Project Management, Trial Management, Consulting, Banking, Competitive Analysis
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, International Business Studies & Marketing, Minor in Spanish Studies
FactSet June 2014 - Present
LA Fitness July 2014 - Present
University of Rochester August 2011 - May 2014
University of Rochester September 2013 - March 2014
University of Rochester September 2013 - December 2013
University of Rochester August 2012 - December 2012
RWTH Aachen University May 2012 - July 2012
University of Rochester May 2011 - August 2011
Boehringer Ingelheim June 2010 - August 2010
Boehringer Ingelheim July 2008 - August 2008
Skills
Research, Teaching, Mathematica, Microsoft Office, Music, Music Theory, Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Finale, Facebook, Performing Arts, Photoshop, Leadership
Education
University of Rochester 2009 — 2014
Bachelor of Science (BS), Physics
University of Rochester 2009 — 2014
Bachelor of Arts (BA), Music
FactSet March 2015 - Present
FactSet September 2013 - March 2015
Goldman Sachs January 2012 - March 2013
University of Colorado Boulder August 2009 - May 2012
CU Investment Club January 2010 - January 2012
QES,LLC June 2010 - August 2010
Kroenke Sports Enterprises January 2010 - May 2010
Skills
Excel, Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Financial Modeling, Financial Analysis, Risk Management, Management, Leadership, Project Management, Investments
Education
University of Colorado Boulder - Leeds School of Business 2008 — 2012
BS, Business Administration
University of Colorado at Boulder 2008 — 2012
B.A. degree, International Affairs
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
B.S. degree, Business Administration; Finance
Cherry Creek High School 2004 — 2008
FactSet June 2014 - Present
Infobright July 2012 - July 2013
University of Illinois at Urbana-Champaign September 2011 - June 2012
Galletas Puig May 2011 - July 2011
Recreaciones Aventura August 2008 - August 2010
Education
University of Illinois at Urbana-Champaign 2010 — 2014
BS, Computer Engineering
Instituto Cumbres de Caracas 1998 — 2010
High School, Graduated Top 5% of Class
FactSet September 2013 - Present
UBS Investment Bank August 2012 - September 2013
IBM January 2012 - July 2012
UBS Investment Bank June 2011 - August 2011
TD Bank Group September 2010 - June 2011
Citi October 2004 - September 2010
Education
The University of Connecticut 2008 — 2011
Bachelor's of Science, Business & Technology
FactSet September 2014 - Present
Education
University of Notre Dame 2003 — 2007
BA
FactSet January 2014 - Present
Trading Technologies February 2008 - December 2014
Garmin International June 2005 - January 2008
Skills
Multithreading, Python, STL, Object Oriented Design, Software Engineering, Software Design, Software Development, Design Patterns, Distributed Systems, Git, Visual Studio, Visual C++, C++, OOP, Agile Methodologies, Linux
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Science (BS), Computer Science
FactSet July 2010 - August 2013
ViaSat May 2009 - August 2009
Skills
C#, C++, Object Oriented Design, STL, Perforce, XML, C, JavaScript, Software Engineering, WPF, .NET, SQL, Subversion, ASP.NET MVC, jQuery, jQuery UI, CSS, WiX, WinDbg, Entity Framework, Ruby, Ruby on Rails
Education
University of Michigan 2006 — 2010
Bachelor of Science in Engineering, Computer Science
FactSet January 2013 - Present
Undisclosed Company March 2011 - Present
SAM, Inc September 2011 - December 2012
Skills
Java, JavaScript, x86 Assembly, MySQL, Oracle 9i, C++, C, Linux, Android Development, Android SDK, Windows, CSS, Ruby, OCaml, XML Schema, HTML, HTML 5, Dev C++, Microsoft Office, Eclipse, Deltek, IBM Rational Tools, Orca, JAWS, Bobby, Gemini, Bash, Emacs, RedHat, Weka, Bioinformatics, Matlab, Mathematica, Machine Learning, Java Applets, Telnet, Putty, Creative Writing, Proposal Writing, Contract Management, Government Contracting, Invoicing, Invoice Processing, Invoice Verification, Microsoft Servers, Filezilla, Game Programming, Game Development, Cellular Automata, Human Computer...
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science (BS), Computer Science
FactSet February 2015 - Present
FactSet Research Systems March 2012 - February 2015
FactSet Research Systems June 2010 - March 2012
FactSet Research Systems September 2006 - June 2010
FactSet Research Systems August 2004 - September 2006
FactSet Research Systems July 2001 - August 2004
University of Michigan ITD Contract Services June 1999 - June 2002
Skills
Software Development, C++, Software Engineering, Object Oriented Design, Perl, Multithreading, Market Data, Agile Methodologies, MFC, Linux, C, Distributed Systems, Python, XML, Software Design, Unix, AngularJS, Web Development
Education
University of Michigan 1997 — 2001
BS, Computer Science
University of Michigan
HMC Consulting January 1994 - October 1995
FactSet 1989 - 1993
Education
University of Connecticut
FactSet February 2014 - Present
Cartus January 2011 - October 2013
Ring's End March 2005 - August 2010
Skills
Analytic Problem Solving, Time Management, Macromedia Suite, Team-oriented, Microsoft Office, Testing, Quality Assurance
Education
Western Connecticut State University 2009 — 2010
Economics
University of Connecticut 2007 — 2008
General Studies
FactSet
Education
University of Madras 2000 — 2003
Bachelor of Science (B.Sc.)