FactSet Research Systems
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,
FactSet Research Systems List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at FactSet Research Systems. You can filter them based on skills, years of employment, job, education, department, and prior employment.
FactSet Research Systems Salaries. You can even request information on how much does FactSet Research Systems pay if you want to. Learn about salaries, pros and cons of working for FactSet Research Systems directly from the past employees.
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FactSet Research Systems Employees
Cummins Rocky Mountain July 2013 - Present
FactSet Research Systems July 2012 - June 2013
Crestone Capital Advisors May 2011 - July 2012
UBS Financial Services August 2010 - May 2011
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Finance
FactSet Research Systems March 2011 - Present
AXXUN Inc February 2010 - March 2011
Aon Hewitt February 2006 - February 2010
OLM June 2005 - February 2006
Skills
JCL, Visual C#, ASP.NET, jQuery, AJAX, Microsoft SQL Server, Windows Server, SAS programming, HTML, CSS, DNS management, WCF, JavaScript, Subversion, DB2, WPF, .NET, T-SQL, Linux, XML, C#, Web Development, Testing, Visual Studio, Object Oriented Design, JSON, OOP, SOAP
Education
University of Bridgeport 2000 — 2009
Bachelor of Science (B.S.), Computer Science
FactSet Research Systems September 2014 - Present
FactSet Research Systems November 2013 - August 2014
FactSet Research Systems January 2012 - November 2013
UC Berkeley January 2009 - December 2011
Southwestern Advantage August 2009 - September 2011
Southwestern Advantage May 2009 - July 2009
UC Berkeley January 2009 - May 2009
Skills
Leadership, Training, Sales, Management, Microsoft Office, Sales Management, Recruiting, Direct Sales, Time Management, Customer Service, FactSet, Selling, Microsoft Excel, Data Analysis, Mandarin, Interviews, Social Networking, Analytics, Finance, Consulting, Entrepreneurship, Analysis, Business Development, Financial Analysis, Account Management, SQL, Data Feeds
Education
University of California, Berkeley 2009 — 2011
B.A., Economics
Montgomery High school 2004 — 2008
FactSet Research Systems September 2012 - Present
FactSet Research Systems October 2011 - September 2012
FactSet Research Systems November 2010 - October 2011
Esri February 2008 - October 2010
Tata Consultancy Services October 2004 - June 2006
Skills
C#, ASP.NET, Microsoft SQL Server, Object Oriented Design, ASP.NET MVC, SQL, .NET, jQuery, Web Services, WCF, XML, JavaScript, jQuery UI, LINQ, Entity Framework, Visual Studio, Agile Methodologies, Design Patterns, OOP, SOAP, AJAX, JSON, Software Design, ADO.NET, Software Engineering, ASP.NET Web API, REST, Business Analysis, Data Analysis, CRM
Education
University at Buffalo 2006 — 2008
MS, Computer Science, GPA 3.6
University of Mumbai 2000 — 2004
BE, Electronics and Telecommunication
Reis March 2008 - Present
Merck 2005 - 2008
Perfect Information 2004 - 2005
FactSet Research Systems 1999 - 2003
Reuters 1998 - 1999
Dreyfus 1997 - 1998
Skills
Account Management, Sales, Business Development, Solution Selling, Contract Negotiation, CRM, Strategic Partnerships, Relationship Management, Direct Sales, Commercial Real Estate, Sales Operations, Selling, Investments, Market Analysis, Negotiation, Sales Process, Marketing, Market Research, Forecasting
Education
State University of New York at Albany 1992 — 1996
BS, Business Administration - Marketing and Management
FactSet Research Systems April 2007 - Present
Telekurs Financial 2001 - 2006
Skills
Analytics, Business Analysis, Business Intelligence, Capital Markets, Competitive Analysis, Content Management, Data Analysis, Databases, Equities, Finance, Financial Analysis, Market Data, Market Research, Microsoft SQL Server, Product Management, Project Management, Reference Data, Research, SQL, Strategy
Education
University of Bridgeport 1997 — 2001
BS, Business
Airbnb March 2014 - August 2014
FactSet Research Systems September 2012 - September 2013
FactSet Research Systems February 2011 - August 2012
Dipont Education January 2010 - August 2010
Skills
Teaching, Financial Modeling, Salesforce.com, Fundraising, Valuation, Financial Analysis, Teamwork, Economics, Analysis, Django, Python, Analytics, Data Analysis, Market Research, Investment Banking, Microsoft Excel
Education
University of California, Santa Barbara 2005 — 2009
BA, Business Economics
Utrecht University 2008 — 2008
International Economics
Bellarmine College Preparatory 2001 — 2005
Gerson Lehrman Group (GLG) June 2014 - Present
FactSet Research Systems September 2013 - June 2014
FactSet August 2011 - September 2013
BTIG May 2010 - September 2010
Merrill January 2010 - May 2010
Skills
Equities, Microsoft Excel, PowerPoint, Market Data, Financial Modeling, Python, Microsoft Office, Data Analysis
Education
Union College 2007 — 2011
Managerial Economics, Business/Managerial Economics
Weston High School
Weston High School
Union Bank 2012 - Present
FMV Opinions, Inc. 2011 - 2012
FactSet Research Systems 2006 - 2009
Rutberg & Company 2005 - 2006
Skills
Financial Modeling, Investment Banking, Financial Analysis, Business Valuation, Equity Research, Industry Research
Education
University of Southern California - Marshall School of Business
MBA, Finance
University of California, Berkeley
BA, Economics with High Honors Distinction
Houlihan Lokey April 2013 - Present
FactSet Research Systems January 2012 - April 2013
First Data Merchant Services May 2009 - August 2009
Skills
Microsoft Office, Financial Analysis, Financial Modeling, Data Analysis, Microsoft Excel, Research, Microsoft Word, Analysis, Databases, Valuation, Corporate Finance, Quantitative Finance, FactSet, Data Modeling, Economics, Financial Econometrics, PowerPoint, Finance, Equities, Bloomberg, CRM, Investment Banking, Salesforce.com, Investments, Fixed Income, Mergers & Acquisitions, Competitive Analysis, Venture Capital, Accounting, Banking, Analytics, VBA
Education
University of Colorado at Boulder
Bachelor of Science, Business Administration and Management, General
University of Colorado at Boulder - Leeds School of Business
Bachelor of Business Administration (B.B.A.), Finance, General
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
PIMCO May 2011 - Present
FactSet Research Systems September 2008 - May 2011
Nordstrom November 2007 - January 2010
Skills
VBA, Excel, Factset, Equities, Project Management, Bloomberg, Financial Analysis, Data Analysis, Competitive Analysis, Entrepreneurship, Leadership, Business Analysis, Training, CRM
Education
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2008
BS, BA, Business Administration, Economics
El Camino High School 2000 — 2004
Consulting Projects 2013 - Present
Sapient Global Markets 2010 - 2013
Headstrong Consulting ( A James Martin Company) 2007 - 2009
FactSet Research Systems 2006 - 2007
American Century Investments 2005 - 2005
Skills
Management Consulting, Management, Fixed Income, CRM, Equities, Bloomberg, Risk Management, ProQuest, Capital Markets, Factiva, Business Development
Education
University of California, Berkeley
ICON Advisers 2008 - Present
ICON Advisers 2007 - 2008
ICON Advisers 2006 - 2007
Thrivent Financial 2004 - 2006
The Murrayhill Company 2003 - 2004
The Murrayhill Company 2002 - 2003
The Murrayhill Company 2002 - 2002
FactSet Research Systems 2001 - 2002
FactSet Research Systems 2000 - 2001
FactSet Research Systems 1999 - 2000
Skills
Factset, Bloomberg, Visual Basic, Excel, Charles River, Microsoft Office, Compustat, Worldscope, First Call, IBES, Access, Equities, Equity Research, Equity Valuation, International Management, Emerging Markets, Economics, CFA, MBA, MBA Finance, Asia, Asia Pacific, Latin America, Screening, Performance Attribution, Attribution, Financial Analysis, Financial Modeling, Financial Management, Financial Markets, Group Presentations, Portfolio Management, Series 7, Series 66
Education
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.)
University of Colorado Boulder - Leeds School of Business
Bachelor's Degree
Seattle Children's June 2015 - Present
University of Pittsburgh Medical Center - Department of Medicine January 2014 - May 2015
Highmark Blue Cross Blue Shield November 2012 - May 2013
FactSet Research Systems April 2010 - October 2012
Sunquest Information Systems August 2009 - April 2010
FactSet Research Systems September 2002 - May 2005
Education
University of Pittsburgh 2013 — 2015
Master of Health Administration, Graduate School of Public Health
University of California, Berkeley 1998 — 2002
BS, Business
University of California, Berkeley 1998 — 2002
BA, Economics
FactSet Research Systems June 2013 - Present
University at Buffalo September 2011 - May 2013
jcpenney May 2010 - August 2011
Skills
Java, Teaching, Microsoft Office, C++, HTML, Programming, PowerPoint, Windows, Public Speaking, Microsoft Word, Microsoft Excel, Teamwork, Social Media, Customer Service, Python
Education
University at Buffalo 2009 — 2013
Bachelor of Science (BS), Computer Science
FactSet Research Systems February 2010 - Present
FactSet Research Systems July 2007 - February 2010
Education
University of Arizona 2003 — 2007
University of Arizona, Eller College of Management 2003 — 2007
Economics
Deelightful Labs June 2015 - Present
Amazon July 2012 - June 2015
Amazon August 2011 - July 2012
FactSet Research Systems March 2010 - July 2011
FactSet Research Systems January 2008 - July 2011
FactSet Research Systems July 2008 - July 2010
University of Colorado at Boulder October 2006 - September 2007
Boston Scientific January 2004 - August 2006
Skills
Machine Learning, Natural Language...
Education
University of Colorado at Boulder 2006 — 2007
Master of Science (MS), Computer Science
University of Michigan 2000 — 2003
Bachelor of Science (BS), Computer Science
Jet Edge International June 2015 - Present
Jet Edge International November 2013 - Present
FactSet Research Systems July 2012 - September 2013
The University of Arizona January 2013 - April 2013
Eller College Student Council September 2008 - May 2012
Merrill Lynch January 2011 - May 2011
American Alzheimer's Association October 2009 - January 2010
Terri Reck Piano Instruction January 2007 - August 2008
HUMMINGBIRD MUSIC CAMP July 2004 - July 2008
Skills
Fluency in Microsoft..., Budgets, Finance, Organization, Management, PowerPoint, Microsoft Excel, Access, Microsoft Word, Public Speaking, Microsoft Office, Event Planning, Time Management, Leadership, Research, Outlook, FactSet, Spanish, Data Analysis, Portfolio Management, Market Research, Sales, Financial Analysis, Team Leadership, Financial Services, Analytics, Social Networking, Marketing, French, VMS, Business Analysis, Social Media, Entrepreneurship, Business Development, Team Building, Project Management, Teamwork, CRM, Business Strategy
Education
University of Arizona 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Spanish Minor
Eller Global Cohort, China Study Abroad Program 2010 — 2010
Finance, Finance, Global Business
Kaiser Permanente November 2014 - Present
S&P Capital IQ July 2013 - August 2014
Broadcom May 2012 - June 2013
Broadcom October 2009 - May 2012
FactSet Research Systems August 2008 - September 2009
FactSet Research Systems 2005 - August 2008
FactSet Research Systems August 2005 - August 2007
Skills
Financial Modeling, Research, Competitive Analysis, Financial Analysis, Data Analysis, Semiconductor Industry, Industry Analyst..., Market Research, Corporate Finance, Business Strategy, Microsoft Excel, Investments, Investor Relations, Account Management, Financial Services, Management, Mergers & Acquisitions, Strategic Planning, Finance, Analysis, CRM, Product Development, Product Management, Mobile Devices, Business Development, Enterprise Software, Sales, Training, Sales Operations, Cross-functional Team..., Strategic Partnerships, Start-ups, Strategy, Analytics, Leadership
Education
University of Southern California - Marshall School of Business 2011 — 2013
MBA, Business
University of California, Berkeley
Bachelor of Arts (BA), Economics
Monte Vista High School
FactSet Research Systems August 2010 - Present
FactSet Research Systems April 2010 - December 2010
FactSet Research Systems January 2008 - August 2010
Five Elms Capital July 2007 - December 2007
Skills
Recruiting, Account Management, Business Analysis, Training, Consulting, CRM, Business Development, Management Consulting, Strategy, Analytics
Education
Tulane University 2003 — 2007
BSM, Finance, Marketing
Shawnee Mission East
ClearSlide September 2014 - Present
Square November 2013 - June 2014
Zynga July 2012 - June 2013
FactSet Research Systems May 2011 - August 2011
TIBCO Software Inc June 2009 - August 2009
Skills
Java, Python, HTML, C++, Eclipse, Visual Studio, C, ActionScript, Flash Builder, Git, Github, Visual SVN, Programming, Xcode, Software Engineering, Social Games, Unix
Education
University of California, Berkeley 2008 — 2012
Bachelor of Science, Electrical Engineering and Computer Science
Private Yacht September 2014 - Present
Anthem Oil & Gas April 2014 - September 2014
Morgan-Yoder Enterprises LLC January 2014 - July 2014
FactSet Research Systems July 2012 - January 2014
CU Student Government May 2011 - July 2012
IBM May 2011 - August 2011
Lijit January 2011 - May 2011
Colorado Springs Economic Development Corporation May 2009 - August 2009
Skills
Enterprise Software, Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Office, Microsoft Excel, Social Media, Data Analysis, Salesforce.com, Team Leadership, PowerPoint, SQL, Public Speaking, Project Management, Analytics, Leadership, Management, Online Advertising, CRM
Education
University of Colorado Boulder 2008 — 2012
BS, Operations and Information Management
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
B.S. Degree, Business Administration- Operations Information Management
Distribution Publications, Inc. January 2009 - Present
Kiva January 2011 - May 2011
FactSet Research Systems July 2008 - October 2008
Symphony Financial Planning, LLC October 2007 - June 2008
Skills
HTML, Customer Experience, Quality Assurance, Project Management, Data Analysis, Research, Microsoft Excel, Marketing, Social Media, Social Networking, Microsoft Office, PowerPoint, Program Management, Business Development, Analytics, Microfinance, Keynote, Mac OS X, Garageband, Quicktime, Windows 7, International Sales, Editing, Git, Github, Databases, Web Development
Education
University of California, Davis 2004 — 2008
BA with honors, International Relations, Spanish
Optimizely March 2010 - Present
FactSet Research Systems August 2006 - March 2010
Obama for America June 2008 - November 2008
Skills
JavaScript, C++, Python, Java, Distributed Systems, Software Engineering, Object Oriented Design, C, CSS, Perl
Education
University of California, Berkeley
Computer Science
Shea Homes March 2015 - Present
Shea Homes January 2014 - February 2015
FactSet Research Systems September 2013 - January 2014
FactSet Research Systems April 2013 - August 2013
FactSet Research Systems June 2011 - May 2013
Raytheon February 2009 - May 2011
Raytheon August 2009 - August 2010
Heery International May 2008 - January 2009
Skills
Financial Modeling, Finance, Financial Reporting, Financial Analysis, Financial Planning, Corporate FP&A, Analysis, Management, Change Management, Project Management, Sales, Real Estate License, Real Estate, Homebuilding, New Homes, Portfolio Management, Fixed Income, Market Data, Financial Markets, Fixed Income Analysis, Networking, CRM, Factset, Portfolio Performance..., Fixed Income Portfolio..., Credit Analysis, Investment Management..., Wealth Management, Insurance, Communication, VBA, Data Analysis, Databases, Team Management, Team Building, Team Leadership
Education
University of Arizona, Eller College of Management 2007 — 2011
B.S.B.A., Finance, 3.878
FactSet March 2014 - Present
Factset Research Systems January 2009 - Present
FactSet January 2007 - January 2009
FactSet January 2005 - January 2007
Skills
Microsoft Excel, FactSet, Account Management, Hedge Funds, Asset Management, New Business Development, Financial Analysis, Fixed Income, Financial Markets, Equities, Investments, Market Data, Portfolio Management, Equity Research, Alternative Investments, Mutual Funds
Education
State University of New York at Albany 2001 — 2004
Bachelor's Degree, Finance and Financial Management Services
Tappan Zee
ICANN July 2014 - Present
ICANN October 2012 - June 2014
FactSet Research Systems May 2008 - October 2012
FactSet Research Systems June 2006 - May 2008
Insight Argentina January 2006 - April 2006
Honors Academy July 2005 - January 2006
Skills
Content Development, Technical Writing, Instructional Design, Corporate Communications, CRM, HTML, Knowledge Base, Social Media, Online Help, Dreamweaver, Knowledge Management, Blogging, Spanish, Content Management, Account Management, Project Management, WordPress, Camtasia, InDesign, PowerPoint, Microsoft Excel, Charity, Microsoft Word, Hands-on Training, Classroom Instruction, Software Training, Client Services, Charity Events, elearning
Education
University of California, Los Angeles 2001 — 2005
B.A., Economics, History
Universidad de Chile 2003 — 2003
Economics
Desert Mountain High School
Desert Mountain High School
Wells Fargo December 2014 - Present
ProView Global Administration, Inc. February 2012 - June 2014
FactSet Research Systems July 2011 - February 2012
University of Asia and the Pacific March 2011 - August 2011
Skills
Data Analysis, Microsoft Excel, Data Management, Proofreading, Administrative Work, Microsoft Word, Quantitative Research, Time Management, Library Research, Online Research, Qualitative Data, PowerPoint, Financial Reporting, Event Management, Project Management, Market Research, Qualitative Research, Statistics, Research, Program Management, International Relations
Education
University of Asia and the Pacific 2006 — 2011
Master of Arts, Political Economy w/ Specialization in International Relations Development
La Salle Green Hills 1993 — 2006
Gap Inc./ Banana Republic May 2015 - Present
Banana Republic / Gap Inc. April 2014 - May 2015
Netflix February 2013 - April 2014
Mediasmith May 2012 - February 2013
Tightrope Interactive, Inc. January 2012 - June 2012
FactSet Research Systems June 2011 - January 2012
Women's Adventure Magazine May 2010 - June 2011
Intrado August 2008 - August 2009
Skills
DFA, MRI, eTelmar, Kantar, Media Buying, Media Planning, Microsoft Excel, Performance Reporting, Digital Marketing, Digital Media, Marketing Strategy, Competitive Analysis, Leadership
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2011
Business Associates Degree, emphasis in Marketing, with a Certificate in Technology, Arts & Media.
FactSet Research Systems February 2013 - Present
University at Buffalo August 2011 - December 2012
Yardi Software India Pvt Ltd August 2010 - July 2011
Skills
Eclipse, Java, C, Visual Studio, Android Development, MySQL, VB.NET, Oracle, SQL, Unix, C++, Windows, C#, JavaScript, jQuery, HTML 5, Kernel Programming, Object Oriented Design, .NET, FreeBSD, Device Drivers, Visual Basic, Databases
Education
State University of New York at Buffalo 2011 — 2012
Master of Science (MS), Computer Science, 3.82/4.00
University of Pune 2005 — 2009
Bachelor of Engineering (B.E.), Computer Engineering
FactSet Research Systems June 2006 - Present
San Francisco Rumble October 2010 - March 2011
Small Business Development Center at Pima Community College June 2005 - April 2006
Skills
Investments, FactSet, Business Planning, New Business Development, Finance, Banking, Portfolio Management, Microsoft Excel, Customer Service, Hedge Funds
Education
University of Arizona 2002 — 2006
Bachelor of Science, Finance, Entrepreneurship
FactSet Research Systems September 2012 - Present
Bluewolf July 2012 - September 2012
Merrill Lynch June 2011 - July 2012
Education
Union College 2007 — 2011
Bachelor of Arts, Economics
FactSet Research Systems January 2009 - Present
Computershare December 1997 - January 2009
Speedware April 1996 - December 1997
Philips Medical Systems April 1995 - April 1996
Symantec June 1994 - April 1995
Tetley May 1990 - June 1994
Tetley September 1988 - May 1990
Tetley August 1986 - September 1988
Skills
C#, SQL, JavaScript, jQuery, .NET, Microsoft SQL Server, HTML, CSS, XML, AJAX, Requirements Analysis, Software Development, Databases, SDLC, T-SQL, Web Services, IIS, Web Applications
Education
University of New Haven 1990 — 1994
M.S., Computer Science
University of Bridgeport
B.S., Music Education
FactSet Research Systems September 2014 - Present
in3corp October 2013 - February 2014
University of Colorado Speech, Language and Hearing Center January 2013 - October 2013
Office of Congressman Jared Polis June 2013 - August 2013
Chautauqu Dining Hall May 2011 - August 2012
Lakeshore Athletic Club July 2010 - May 2012
Noodles & Company 2009 - 2011
Growing Gardens August 2010 - November 2010
Skills
Microsoft Office, Customer Service, Teaching, Ski, PowerPoint, Microsoft Excel, Microsoft Word, Research, Rock Climbing, Public Speaking, Time Management, Social Media, Leadership, Event Planning, Teamwork, Data Analysis, Editing, Social Networking
Education
University of Colorado 2011 — 2014
Bachelor of Science, Business Administration; Finance
University of Colorado at Boulder 2010 — 2014
Bachelor of Science (BS), Economics
Square July 2013 - September 2015
Square, Inc. June 2011 - June 2013
Google April 2010 - June 2011
Lolapps Inc June 2008 - March 2010
Tagged Inc January 2008 - June 2008
FactSet Research Systems July 2004 - December 2007
Skills
JavaScript, User Interface, Web Development, Front-end Development, Web Applications, Ruby, Python, Front-end, Ruby on Rails, PHP, Web Design, AJAX, Git, Usability, jQuery
Education
University of California, Berkeley 2000 — 2004
BA, Computer Science
FactSet Research Systems February 2013 - July 2015
Fidelity Investments May 2012 - September 2012
Skills
Collaborative Problem..., Coaching, Event Management, Strategic Planning, Team Leadership, Recruiting
Education
University of Arizona, Eller College of Management 2010 — 2012
Marketing, Marketing Research
The Xavier Institute of Management and Entrepreneurship 2011 — 2011
Masconomet Regional High School 2005 — 2009
DermStore Beauty Group (Target Corp.) April 2015 - Present
JibJab Media October 2013 - January 2015
Zynga August 2012 - June 2013
Chevron June 2011 - August 2011
FactSet Research Systems June 2007 - June 2010
FactSet Research Systems June 2005 - June 2007
Skills
Analytics, Strategy, Product Management, Financial Modeling, Business Strategy, Cross-functional Team..., Competitive Analysis, Training, CRM, Data Analysis, Strategic Planning, Consulting, Market Research, Sales, Management
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA, Business
University of California, Berkeley 1998 — 2003
B.A., Computer Science
Northgate High School
Kaiser Permanente September 2014 - Present
Kaiser Permanente IT August 2012 - Present
SmartZip Analytics, Inc. February 2012 - August 2012
FactSet Research Systems September 2010 - October 2011
SoBA UCR 2009 - 2010
Skills
Microsoft Office, Account Management, Project Management, Data Analysis, Microsoft Excel, PowerPoint, CRM, Salesforce.com, Customer Service, Outlook, Microsoft Word, Business Analysis, Team Leadership, Analysis, Leadership, Management, Access, Training, Time Management, Process Improvement, Risk Management, Finance, Troubleshooting, Windows, Program Management, Teamwork, Financial Analysis
Education
HKU 2010 — 2010
N/A (exchange student), Business Administration and Management, General
University of California, Riverside 2008 — 2010
Business Administration, Financial Economics
College of San Mateo 2005 — 2008
N/A (transferred), Business Administration and Management, General
Greenwich Associates March 2015 - Present
Greenwich Associates May 2013 - March 2015
FactSet Research Systems February 2011 - May 2012
Delta Sigma Pi August 2010 - December 2010
Green Office Ideas September 2009 - September 2010
Northwestern Mutual Financial Network May 2008 - January 2010
Department of Public Works (DPW) 2005 - 2007
Bear and Grill Restaurant 2004 - 2006
Skills
Investments
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
Bachelor of Science in Business Administration with an emphasis in Finance, Minors: Economics and Political Science
FactSet Research Systems January 2012 - Present
FactSet Research Systems May 2010 - December 2011
FactSet Research Systems July 2008 - May 2010
Dell Inc 2007 - 2007
Skills
Training, Account Management, Leadership, Management, CRM, Project Management, Analysis
Education
Trinity University 2004 — 2008
Business Administration, Finance, Spanish
Addepar 2015 - Present
FactSet Research Systems 2002 - 2013
FactSet 1998 - 2002
FactSet Research Systems 1996 - 1998
Skills
French, Italian, Market Data, Equities, Financial Markets, Account Management, Sales Management, Trading Systems, Fixed Income, Sales, Relationship Management, Start-ups, Hedge Funds, Business Analysis, Investment Banking, Electronic Trading, Business Development, International Sales
Education
University College London, U. of London
B. Eng., Mechanical Engineering
American School of Paris
International Baccalaureate, Physics, Mathematics, Economics
Coordinated Capital Securities March 2015 - Present
FactSet Research Systems October 2012 - Present
FactSet October 2014 - March 2015
Coordiated Capital Securities 2008 - November 2012
Berwick Insurance Group September 2010 - January 2011
Lisa Frank Inc. April 2007 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Social Media, Salesforce.com, Microsoft Word, Access, Program Management, Data Analysis, Leadership, Sales, Financial Analysis, Research, Analysis, Management, Market Research, Customer Service, Event Planning, Financial Modeling
Education
University of Arizona 2006 — 2010
Bachelor's Degree, Business Administration; Finance
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Eller College of Management
Gap Inc./Banana Republic November 2013 - Present
Williams-Sonoma, Inc. September 2013 - November 2013
Williams-Sonoma, Inc. December 2010 - September 2013
FactSet Research Systems September 2008 - December 2010
UBS Wealth Management May 2007 - August 2007
Skills
SQL Server, Microsoft Access, Oracle Enterprise..., Factset, Microsoft Office, Financial Modeling, Management, Portfolio Management, Business Strategy, Microsoft SQL Server, Data Analysis, Equities, Financial Analysis
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Talson Partners L.P. February 2015 - Present
Twin Capital Management LLC June 2013 - August 2014
Jefferies & Company December 2010 - June 2013
FactSet Research Systems September 2008 - December 2010
UBS Financial Services June 2007 - August 2007
Bear Stearns June 2006 - August 2006
Post 53 September 2000 - June 2004
Skills
Equities, Capital Markets, Portfolio Management, Investments, Fixed Income, Mutual Funds, Hedge Funds, Valuation, Business Development, Securities, Analysis, Private Equity, Asset Management, Bloomberg, Equity Research, Investor Relations
Education
Tulane University 2004 — 2008
Bachelor of Arts (BA), Political Science and Economics
Tulane University
Bachelor of Arts, Double; Political Science and Economics
Columbia University
Darien High School
Twitter September 2015 - Present
Eldorado Trading Group Colorado January 2014 - July 2015
FactSet Research Systems July 2012 - August 2013
University of Colorado at Boulder January 2012 - June 2012
University of Colorado at Boulder August 2011 - May 2012
Investor Relations Group May 2011 - August 2011
Morgan Stanley May 2009 - August 2009
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Data Analysis, Financial Modeling, Public Speaking, Market Research, Analysis, Investments, Portfolio Management, Research, Finance, Economics, Leadership, Valuation
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelor of Science, Finance
FactSet Research Systems February 2011 - Present
Bee and Her Dog June 2014 - Present
FactSet Research Systems August 2007 - February 2011
FactSet Research Systems August 2006 - August 2007
FactSet Research Systems February 2005 - August 2006
Skills
Familiar with VMS,..., Fluent in Cantonese and..., Friesen, Kaye and..., UC Berkeley Leadership..., User Experience, Sourcing, Strategy, Business Development, Marketing, Sales, Social Media, Management, Program Management, Requirements Analysis, Mentoring, Account Management, Training, Recruiting, Microsoft Excel, Analytics, PowerPoint, Finance, Business Analysis, Cross-functional Team..., SaaS, Employee Training, Project Management, Product Management, Microsoft Office, Data Analysis, Visio, CRM, Consulting, Software Implementation, Financial Modeling
Education
University of California, Davis - Graduate School of Management 2009 — 2012
Master of Business Administration (MBA)
University of California, Berkeley 2001 — 2004
Bachelor of Arts (B.A.), Legal Studies
Manifold Partners LLC September 2015 - Present
Java Bright Capital January 2014 - Present
Startup Advisor January 2014 - Present
Cronos Capital Corp. October 2012 - June 2014
BlackRock July 2007 - August 2012
FactSet Research Systems September 2005 - June 2007
Education
The Wharton School, University of Pennsylvania 2012 — 2014
MBA, Entrepreneurship, Finance, General Management
University of California, Berkeley 2001 — 2005
BS, Mechanical Engineering
FactSet December 2014 - Present
FactSet April 2014 - December 2014
FactSet Research Systems July 2012 - April 2014
CT Oilers August 2013 - February 2014
Utah Grizzlies April 2009 - May 2011
Skills
FactSet, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Analysis, Finance, Portfolio Management, Strategic Planning, Accounting, Fixed Income, Financial Analysis, Investments, Equities, Economics
Education
Union College 2005 — 2009
BA, Economics
The Taft School 2001 — 2005
High School Diploma
The University of Connecticut
Financial Accounting
CBRE April 2010 - Present
Newmark Knight Frank Frederick Ross November 2011 - August 2012
FactSet Research Systems July 2008 - February 2010
Skills
Real Estate, Financial Analysis, Excel, Tenant, Landlord, Leases, Market Research, Site Selection, Brokerage, Research, Spanish, PowerPoint, Outlook, New Business Development, Problem Solving
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
B.S. in Business Administration, Business - Finance
University of Colorado Boulder
Carr Business Systems / A Xerox Co. February 2015 - Present
Yodle October 2014 - January 2015
Park Avenue Securities September 2013 - September 2014
FactSet Research Systems 2012 - 2012
Sheraton Philadelphia University City Hotel April 2010 - September 2010
Skills
Time Management, Microsoft Word, Microsoft Excel, PowerPoint, Software Development, Social Networking, Social Marketing, Social Media, C++, Fixed Income, Equities, Press Releases, Social Media Marketing, Research, Leadership
Education
University of Arizona 2009 — 2013
Bachelor's degree, General Studies
FactSet Research Systems September 2014 - Present
FactSet Research Systems January 2013 - Present
New York Life Insurance Company June 2012 - January 2013
UConn Center for International Business Education and Research (CIBER) September 2011 - April 2012
Saint Mary's Hospital June 2011 - August 2011
Skills
Recruiting, College Recruiting, LinkedIn Recruiter, Project Management, Talent Acquisition, Applicant Tracking..., Behavioral Interviewing, Sourcing, Program Management, Employee Learning &..., Public Speaking, Dice.com, Monster.com, Training, Human Resources, Event Planning
Education
The University of Connecticut 2008 — 2012
Bachelor of Arts (B.A.), Human Development and Family Studies
University College Dublin 2011 — 2011
Riot Games March 2012 - Present
Riot Games May 2011 - March 2012
FactSet Research Systems July 2010 - May 2011
Sagent Management June 2009 - September 2009
BayStreet Research, LLC February 2009 - June 2009
Skills
Financial Modeling, SQL, Data Analysis, Tableau, MySQL, Financial Analysis, Microsoft Office, Data Mining, Competitive Analysis, Video Games, Microsoft Excel, Analytics, Business Analysis, Online Gaming, Customer Service, Research, PowerPoint
Education
University of California, Berkeley 2005 — 2009
BS., Business Administration
Amazon August 2014 - Present
FactSet Research Systems July 2012 - July 2014
University of California, Riverside March 2009 - June 2012
Skills
ElasticSearch, Angular.js, C++, Java, Python, Linux, JavaScript, SQL, C#, Perl, MySQL, C, Software Engineering, PHP, HTML, CSS, XML
Education
University of California, Riverside 2008 — 2012
Bachelor of Science (BS), Computer Science
FactSet September 2015 - Present
FactSet Research Systems September 2013 - September 2015
FactSet Research Systems August 2011 - September 2013
University of Colorado at Boulder January 2011 - May 2011
University of Colorado at Boulder January 2011 - May 2011
Friendship Bridge Microfinance June 2010 - August 2010
Skills
Analysis, Finance, Financial Modeling, Portfolio Management, Account Management, Research, New Business Development, Financial Analysis, Microsoft Excel, Nonprofits, Marketing, Hedge Funds, Social Media, Equities, Quantitative Analytics
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
BS, Finance, International Business
Universidad de Sevilla 2010 — 2010
Business
Caris August 2013 - Present
FactSet Research Systems August 2011 - August 2013
FactSet Research Systems June 2009 - August 2011
Tulane University 2006 - 2008
Skills
Financial Analysis, Equities, Investments, Finance, Microsoft Excel, Portfolio Management, Financial Services, Analysis, Risk Management
Education
Tulane University - A.B. Freeman School of Business 2005 — 2009
BSM, Finance
Loyola Academy 2001 — 2005
Tyler Technologies July 2013 - June 2015
Tyler Technologies June 2012 - June 2015
FactSet Research Systems June 2011 - June 2012
Mathnasium - The Math Learning Center August 2008 - December 2008
Mathnasium - The Math Learning Center September 2006 - January 2007
Skills
Analysis, SQL, Software Documentation, Training, Technical Support, Software Project..., Teaching, Account Management, Research, Business Analysis, Fund Accounting, Microsoft Excel
Education
University of Colorado Boulder 2015 — 2017
Master’s Degree, Business Administration and Management, General
University of Colorado at Boulder 2006 — 2010
Bachelor of Arts (BA), English Language and Literature, General
Jet Edge International April 2013 - Present
FactSet Research Systems January 2012 - March 2013
New York Life Insurance Company January 2011 - May 2011
Marquis Jet May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Word Processing, Golf, PowerPoint, Typing, Spanish-speaking, Sales, Time Management, Marketing, Business Development, Stand-up Comedy, Financial Modeling, Strategic Account..., Relationship Management, Leadership
Education
Loyola High School
University of Arizona, Eller College of Management
Bachelor's degree, Economics
FactSet September 2014 - Present
FactSet Research Systems September 2013 - September 2014
FactSet Research Systems June 2011 - September 2013
UC Berkeley February 2010 - June 2011
Academic Talent Search June 2005 - August 2010
Skills
Financial Modeling, Quantitative Analytics, Research, Analysis, Data Analysis, Financial Analysis, Analytics, Portfolio Management, Valuation, Economics, Equities, Microsoft Excel, Investments, Finance, Asset Management, PowerPoint
Education
University of California, Berkeley 2007 — 2011
Bachelor of Arts, Economics and Statistics
FactSet Research Systems May 2013 - Present
RealDecoy November 2012 - June 2013
FactSet Research Systems May 2012 - November 2012
FactSet Research Systems November 2011 - May 2012
FactSet Research Systems Inc. February 2010 - November 2011
ProAssurance 2008 - 2010
Skills
Data Analysis, Derivatives, Valuation, Quantitative Analytics, Mentoring, Creative Coding, Relationship Management, Problem Solving, Analysis, Business Analysis, Microsoft Office, Account Management, Management
Education
University of Alabama 2004 — 2008
Applied Mathematics, Mathematics
IBM June 2014 - Present
Fisher College of Business August 2012 - May 2014
Greif June 2013 - August 2013
FactSet Research Systems March 2011 - July 2012
FactSet Research Systems September 2008 - March 2011
Skills
Cross-functional Team..., Market Data, Business Development, New Business Development, Investment Management, Financial Modeling, Operational Improvement, Contract Negotiation, Presentations, Cold Calling, Process Improvement, Software Consulting, Financial Software..., Account Management, Software Project..., FactSet, Supply Chain, Persuasion, Product Development, Project Management, Sales, Training, Supply Chain Management, Sales Process, Strategy, Management, Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2014
Master of Business Administration (MBA), Supply Chain and Strategy
Union College 2004 — 2008
Bachelor's Degree, Economics
Hackley School
FactSet Research Systems February 2013 - Present
Rally Software Development January 2012 - December 2012
Leeds Association of Information Systems January 2012 - December 2012
B3 Residential Academic Program January 2012 - August 2012
AIESEC United States December 2010 - December 2011
Zayo Group June 2011 - August 2011
Boulder Eyes August 2010 - May 2011
Skills
Microsoft SQL Server, Salesforce.com, ERP, Event Planning, Leadership, Customer Service, Data Analysis, Product Management, Team Leadership, Sales, Project Management
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2012
B.S. in Business Administration, Operations and Informations Management
RS Investments October 2014 - Present
RS Investments November 2012 - October 2014
FactSet Research Systems 2012 - December 2012
FactSet Research Systems October 2010 - June 2012
FactSet Research Systems February 2009 - October 2010
FactSet Research Systems February 2008 - February 2009
Skills
Financial Modeling, Market Data, Equities, Product Management, Quantitative Analytics, Portfolio Management, Investments, Forecasting, Financial Analysis, Analytics, Financial Risk, Fixed Income, Analysis, Finance, Mutual Funds, Competitive Analysis, Hedge Funds, Investment Management, Risk Management, Equity Research, Bloomberg
Education
University of California, Berkeley 2000 — 2004
Bachelors, Political Economies of Industrialized Societies
Harriton
Upwork February 2014 - Present
Quantcast May 2013 - January 2014
University of California, Berkeley September 2007 - May 2013
Quantcast 2012 - 2012
eBay Research Lab, San Jose California June 2011 - September 2011
University of California, Berkeley September 2009 - December 2009
University of California, Berkeley September 2008 - December 2008
FactSet Research Systems January 2006 - August 2007
Skills
Machine Learning, Algorithms, Computer Science, Artificial Intelligence, Matlab, Online learning, Spark, Hadoop, C++, Teaching, Python, Programming, Data Mining, E-Learning, R, Pattern Recognition, LaTeX, Distributed Systems, Statistics, Computer Vision, Databases, MapReduce, Research, Data Analysis, Modeling
Education
University of California, Berkeley 2007 — 2013
Doctor of Philosophy (Ph.D.), Machine Learning, Computer Science
University of California, Berkeley 2007 — 2008
Master, Computer Science
University of California, Berkeley 2004 — 2006
Bachelor of Arts, Applied Mathematics
University of California, Berkeley 2004 — 2006
Bachelor of Arts, Computer Science
Bahá'í Institute for Higher Education (BIHE) 1999 — 2001
Computer Science
Salehi Shafa High School, Tehran Iran 1995 — 1998
High School Diploma, Mathematics
FactSet Research Systems August 2014 - Present
FactSet Research Systems August 2012 - July 2014
FactSet Research Systems February 2010 - July 2012
UCLA Institute of Geophysics and Planetary Physics June 2008 - August 2009
World Financial Group (WFG) June 2007 - September 2007
Fry's Electronics June 2006 - September 2006
Stanford University June 2001 - August 2005
Skills
Financial Modeling, Hedge Funds, Portfolio Management, Investments, Quantitative Analytics, Risk Management, Account Management, CRM, Quantitative Risk..., Quantitative Investing, Alternative Investments, Project Management, Competitive Analysis, Asset Allocation, Investment Management, Finance, Investment Strategies, Private Equity, Analysis, Mutual Funds
Education
University of California, Los Angeles 2005 — 2009
B.A., Economics, Minor in Near East Languages & Cultures
Los Altos High School 2001 — 2005
Diploma
Truition 2015 - 2015
PackerShack 2010 - 2015
KIXEYE December 2013 - September 2014
Kontagent Inc. November 2007 - February 2013
FactSet Research Systems August 2005 - November 2007
Sandia National Laboratories 2002 - 2003
Skills
Python, C, C++, JavaScript, Java, PHP, Perl, Scalability, Hadoop, Django, Distributed Systems, Git, Subversion, Mobile Applications, Ruby on Rails
Education
University of California, Berkeley 1998 — 2002
BA, Computer Science
University of California, Los Angeles 2003 — 2005
MS, Computer Science
FactSet Research Systems January 2012 - Present
Tech Mahindra Ltd February 2010 - June 2010
QuickFix Solutions August 2009 - January 2010
IRS communications August 2006 - August 2009
Skills
Java, C++, Powershell, Android, HTML, PHP, Visual Studio, Eclipse, JavaScript, MySQL, Python, Tomcat
Education
University at Buffalo 2010 — 2012
Masters, Computer Science
Visvesvaraya Technological University 2005 — 2009
Bachelor of Engineering, Information Science & Engineering
FactSet Research Systems June 2012 - Present
GE Energy May 2011 - August 2011
UCONN Quantitative Learning Center September 2009 - May 2011
Travelers June 2010 - August 2010
Skills
C++, C, Java, C#, SQL, JavaScript, Linux, Perl
Education
The University of Connecticut 2008 — 2012
BSE, Computer Science and Engineering
Towers Watson March 2015 - Present
Connextions August 2013 - March 2015
FactSet Research Systems October 2012 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Teamwork
Education
Villanova University 2008 — 2012
Bachelor of Science (B.S.), Mathematics
University of Siena 2010 — 2010
Study Abroad Experience, Art History and Theology
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
Twin Capital Management LLC May 2015 - Present
CohnReznick LLP August 2014 - April 2015
National Grid June 2012 - August 2014
Sears Holdings Corporation July 2010 - June 2013
FactSet Research Systems March 2010 - May 2010
Ziff Davis Enterprise 2007 - 2009
Citigroup July 2005 - December 2006
Skills
Portfolio Management, Trading, Financial Reporting, Management, Business Analysis, Finance, Financial Analysis, SAP, Oracle,..., CRM, Microsoft Excel, Strategic Planning, Mergers & Acquisitions, Financial Modeling, Strategy, Due Diligence, Marketing, Consulting, Risk Management, Analysis, Securities, Financial Risk, Accounting, Mutual Funds, Prime Brokerage, NAV, Asset Allocation, Capital Allocation, Investments, Trade Compliance
Education
State University of New York at Albany 2001 — 2005
BA, Economics
YP June 2014 - Present
OpenX October 2012 - June 2014
JumpTime (acquired by OpenX) November 2009 - October 2012
JumpTime July 2009 - October 2009
Yahoo! July 2008 - July 2009
Yahoo! Search Marketing August 2007 - July 2008
Yahoo! Search Marketing May 2007 - July 2007
Yahoo! Search Marketing February 2005 - April 2007
Factset Research Systems August 2003 - February 2005
OJF & Associates May 2001 - June 2002
Skills
Analytics, Online Advertising, Display Advertising, Project Management, Business Analysis, Web Analytics, SEM, PPC, Digital Media, Digital Strategy, Competitive Analysis, Search Advertising, Start-ups, Market Research, A/B testing, Business Strategy, Data Analysis, Financial Analysis, Financial Modeling, Strategic Financial..., Cross-functional Team..., Product Marketing, Analysis
Education
UCLA 2002 — 2003
Extension Program
Universidad de 'San Andrés' 1997 — 2000
Licentiate
Sapient Global Markets December 2014 - Present
Charles River Development November 2013 - December 2014
FactSet Research Systems December 2010 - November 2013
FactSet Research Systems, Inc. January 2008 - May 2011
FactSet Research Systems January 2006 - January 2008
Skills
EDM, Global Regulatory..., Dodd-Frank, Solvency II, Credit Risk, Risk Analysis, Risk Management, Microsoft SQL Server, Statistical Reporting, C++, Visual C++, FTP software, Market Data, Bloomberg, Equities, Investment Management, Quantitative Analytics, VBA, Asset Management, Hedge Funds, Financial Modeling, Portfolio Management, Fixed Income, Business Analysis, Financial Markets, Derivatives
Education
University of California, San Diego 2001 — 2005
BSEE, Electrical Engineering
FactSet Research Systems July 2002 - Present
Microsoft Corporation May 2001 - August 2001
Cisco Systems May 2000 - August 2000
Skills
C++, Windows Programming, Boost, C#, SQL, MFC, Perl, Perforce, Software Development, XML, Software Engineering, HTML
Education
University of California, Berkeley 1998 — 2002
BS, Electrical Engineering and Computer Science
Azul Systems June 2013 - Present
UC Berkeley January 2013 - May 2013
UC Berkeley August 2011 - May 2013
National Instruments May 2012 - August 2012
FactSet Research Systems July 2007 - July 2011
University of Illinois at Urbana-Champaign May 2006 - May 2007
Skills
C++, Python, Technical Leadership, Compiler Construction, Compiler Optimization, OpenCL, LLVM, Software Development, Distributed Systems, Algorithms, Parallel Computing, Software Engineering, C, Linux
Education
University of California, Berkeley 2011 — 2013
Master of Science (M.S.), Computer Science
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelors of Science, Computer Science
FactSet Research Systems July 2003 - Present
Skills
Portfolio Management, Equities, Financial Modeling, Portfolio Optimization, Quantitative Analytics, Valuation, Fixed Income, Hedge Funds, Equity Research, Risk Management, Analytics, Data Analysis, Alternative Investments
Education
University of California, Berkeley, Haas School of Business 1999 — 2003
FactSet Research Systems May 2010 - Present
FactSet Research Systems August 2006 - May 2010
NYFIX 2000 - 2006
Medco Health Solutions March 1996 - September 1998
Carnegie Mellon University June 1991 - June 1994
Skills
Linux, Unix, Multithreading, Perl, Software Development, C++, SQL Server, C, Operating Systems, SQL, MySQL, TCP/IP, Trading Systems, Object Oriented Design, Distributed Systems
Education
Tsinghua University 1984 — 1987
MS, Computer Science
Tsinghua University 1979 — 1984
BS, Computer Science
FactSet Research Systems October 2007 - Present
Education
Tufts University 2003 — 2007
Bachelor of Engineering (BEng), Computer Science
United Nations International School 2001 — 2003
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
Capital IQ March 2007 - Present
FactSet Research Systems September 2004 - September 2006
Northrop Grumman Space Technology August 2003 - September 2004
Skills
Equities, Financial Modeling, Valuation, Fixed Income, Investment Banking, Financial Analysis, Analytics, Data Analysis, Private Equity, Equity Research, Corporate Finance, Business Analysis, Capital Markets, Portfolio Management, Competitive Analysis, Financial Services, Bloomberg, Asset Management, Investments, Emerging Markets, Hedge Funds, Finance, Securities, Mutual Funds, Alternative Investments, Quantitative Analytics, Mergers & Acquisitions, Derivatives, Risk Management, Due Diligence, Venture Capital
Education
University of California, San Diego 2000 — 2004
Bachelor of Science, Management Science
FactSet Research Systems April 2009 - Present
Mercury Web Solutions January 2007 - April 2008
Skills
MySQL, C#, JavaScript, SQL, HTML, CSS, Microsoft SQL Server
Education
University at Albany, SUNY 2004 — 2008
B.S., Computer Science, Business
RIMES Technologies March 2015 - Present
ADP June 2014 - March 2015
Personal Investments April 2013 - May 2014
FactSet Research Systems Inc June 2005 - March 2013
FactSet Research Systems September 2003 - June 2005
FactSet Research Systems September 2001 - September 2003
Skills
Leadership, Investment Management, Asset Allocation, Equities, Hedge Funds, Alternative Investments, Derivatives, Performance Attribution, Financial Markets, Market Data, Relationship Management, Sales Process, Sales Management, Territory Account..., Business Development, Strategic Selling, Salesforce.com, CRM, SPIN Selling, Solution Selling, Up-selling, Cross Selling, SaaS, Enterprise Software, Project Management, Business Strategy, Global Strategy..., Strategic Planning, Strategic Negotiations, Competitive Analysis, Portfolio Management, Performance Measurement, Investments, Bloomberg Terminal, Human Capital Management, Strategic HR, HR Consulting, BPO
Education
Union College
B.A., Economics
John F. Kennedy High School
American Express OPEN July 2014 - Present
American Express June 2013 - August 2013
LeFrak Organization February 2010 - May 2012
FactSet Research Systems June 2008 - February 2010
EnerNOC October 2007 - May 2008
Durst Organization June 2007 - August 2007
Innovest Strategic Value Advisors June 2006 - August 2006
Skills
Valuation, Due Diligence, Asset Managment, Financial Analysis, Financial Modeling, Entrepreneurship, Project Management
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Tufts University 2004 — 2008
FactSet Research Systems January 2004 - Present
Skills
C++, Perl, C, Multithreading, Software Engineering, JavaScript, Object Oriented Design, Java, Android SDK, HTML 5, MFC, Windows software..., Game Development, Web Development, Android, XML, XML Schema, JSON
Education
University of Michigan 2000 — 2003
Master of Science (MS), Computer Science
University of Arizona 1996 — 2000
Bachelor of Science (B.S.), Computer Science, 3.94
University of Arizona 1996 — 2000
Bachelor of Arts (B.A.), History, 3.94
loanDepot LLC June 2015 - Present
RealtyTrac February 2014 - June 2015
LINC Housing April 2011 - February 2014
Thunderbird Resorts November 2010 - April 2011
Euronet Worldwide July 2009 - December 2009
Integreon November 2008 - January 2009
FactSet Research Systems June 2006 - August 2008
DigitalBouquet February 2005 - April 2006
JP Morgan Chase September 2003 - June 2004
Skills
Analysis, Financial Modeling, Financial Analysis, Forecasting, Finance, Microsoft Office, Strategic Planning, Mergers & Acquisitions, Management, Financial Reporting, Due Diligence, Valuation, Portfolio Management, Business Development, Asset Management, Equity Research, Investments, Cash Flow Forecasting, CRM, Start-ups, Cash Flow Modeling, M&A Due Diligence, Real Estate Pro-Forma..., Synergy Valuation, REIT Valuation, Green Energy Modeling, VBA/SQL Programming, Equities, Statistics, KPI Reports, KPI Dashboards, KPI Implementation, PowerPivot, SSAS Cubes, Private Equity, Budgets, Data Analysis, SAS Programming, SAS
Education
University of California, Irvine 2008 — 2010
MBA, Finance, General
University of California, San Diego 2001 — 2004
Bachelor of Arts (B.A.), Economics
Venture Law Advisors, LLC March 2010 - Present
Colorado Forest and Energy February 2009 - October 2009
Baron Properties LLC April 2007 - September 2008
Grimshaw & Harring, P.C. January 2005 - August 2005
FactSet Research Systems February 2001 - January 2003
Skills
Venture Capital, Start-ups, Private Equity, Real Estate, Financial Analysis, Finance, Cleantech, Business Planning, Contract Negotiation, Strategic Planning, Entrepreneurship, Renewable Energy, Negotiation, Corporate Law, Seed Capital, Legal Technology, Legal Research, Due Diligence
Education
University of Colorado School of Law
J.D.
University of Colorado at Boulder
B.A., summa cum laude, Economics
University of Denver - Daniels College of Business
Real Estate and Construction Management
The Advantage Realty December 2009 - Present
FactSet Research Systems January 2008 - January 2010
Education
University of Alabama 2001 — 2005
Bachelors, Human Development
FactSet June 2015 - Present
FactSet August 2014 - June 2015
FactSet March 2014 - September 2014
FactSet Research Systems July 2012 - March 2014
MBMS January 2012 - July 2012
MBMS July 2009 - December 2011
State University of New York at Buffalo December 2008 - May 2009
MBMS May 2008 - May 2009
Skills
C#, .NET, ASP.NET, WPF, WinForms, Infragistics, Web Services, SOAP, Microsoft SQL Server, JavaScript, jQuery, Sencha, Ext JS, SSRS, C++, Visual Studio, TFS, Perforce, WCF, Software Development
Education
University at Buffalo 2007 — 2009
MS, Computer Science
Anna University, Sri Venkateswara College of Engineering 2003 — 2007
BE, Computer Science
HealthFirst November 2014 - Present
HealthFirst November 2012 - October 2014
PageYourself January 2012 - November 2012
Noomiz September 2009 - December 2011
FactSet Research Systems June 2006 - January 2009
Societe Generale February 2005 - September 2005
Skills
Databases, SQL, PHP, HTML, CSS, LAMP, MySQL, Software Development, Web Applications, User Interface Design, Web Development, Database Design, VBA, JavaScript, Zend Framework, jQuery, HTML 5, Apache, Object Oriented Design, Market Data, Subversion, Web Services, AJAX, OOP, Ruby on Rails, MVC, T-SQL, jQuery UI, CSS3, Cross-browser..., Linux, Microsoft Office, Team Management, C++, angular, NoSQL, MongoDB, Node.js, Microsoft SQL Server, Amazon EC2, Heroku, AngularJS
Education
Université Panthéon Sorbonne (Paris I) 2005 — 2006
Master of Business Administration (MBA), Business Administration and Management, General, Not Graduated
Université de Nice-Sophia Antipolis 1999 — 2004
Bachelor of Science (BS), Computer Science
FactSet Research Systems December 2007 - Present
eAgency 2005 - 2007
Delphi 2003 - 2005
Unisys 1998 - 1999
Skills
Object Oriented Design, Perl, Java, C#, Python, Software Engineering, C++, Software Development, XML, Android, JavaScript, SQL, MySQL, Linux, Distributed Systems, Git, OOP, AJAX, REST, .NET, Flume, Guice, ElasticSearch, Maven
Education
University of California, Davis 1998 — 2001
B.S., Computer Science
Tandus Centiva November 2013 - Present
Tandus Centiva June 2011 - November 2013
StoneMor Partners March 2010 - May 2011
FactSet Research Systems June 2008 - January 2010
Skills
Marketing Strategy, New Business Development, Account Management, Sales Management, Team Building, Strategic Planning, Product Development, Inventory Management, Sales Operations, Trend & Color Research, Social Media Marketing, Customer-focused Service, Outlook, Public Relations, Volunteering, Volunteer Recruiting
Education
University of Alabama 2004 — 2008
BS, Marketing
FactSet September 2014 - Present
FactSet Research Systems July 2012 - September 2014
FactSet Research Systems, Inc February 2010 - July 2012
Northwestern Mutual Financial Network August 2008 - December 2008
Citigroup Smith Barney December 2006 - December 2007
Pre-Paid Legal Services November 2005 - June 2006
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Investments, Valuation, Private Equity, Asset Allocation, Capital Markets, Hedge Funds, Financial Services, Asset Management, Equity Research, Alternative Investments, Investment Banking, Fixed Income, Equities, Bloomberg, Finance, FactSet
Education
University of California, Berkeley 2005 — 2009
Economics
Universitat Autònoma de Barcelona 2009 — 2009
International Business
Beachbody February 2014 - Present
Beachbody September 2012 - February 2014
Beachbody November 2011 - September 2012
Beachbody April 2011 - November 2011
Toyota Motor Sales June 2009 - August 2009
CRA International August 2007 - July 2008
CRA International January 2005 - July 2007
FactSet Research Systems January 2003 - December 2004
Skills
Financial Modeling, Strategy, Market Research, Competitive Analysis, DCF, Analysis, Finance, Financial Analysis, Corporate Finance, SAS, Business Strategy, Management, Analytics, Data Analysis, Valuation, Strategic Planning, Consulting, Leadership, Management Consulting, Marketing
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBA
University of California, Los Angeles 2000 — 2002
BA, Business Economics, Minor in Accounting
FactSet Research Systems March 2010 - March 2013
FactSet Research Systems January 2007 - July 2010
Laboratory for Atmospheric and Space Physics (LASP) February 2006 - December 2006
iBeta Quality Assurance January 2000 - March 2002
Skills
Market Data, VBA, Financial Services, Derivatives, Business Analysis, Portfolio Management, Fixed Income, Financial Markets, Asset Management, Finance, Valuation
Education
University of Colorado Boulder 2002 — 2006
BS, Economics, Business
Cookie Cab January 2014 - Present
FactSet Research Systems June 2006 - June 2011
Skills
Financial Modeling, Equity Research, Account Management, Financial Analysis, Analytics, Competitive Analysis, Data Analysis
Education
Trinity University 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
ICONIQ Capital July 2013 - Present
ICONIQ Capital July 2012 - June 2013
FactSet Research Systems August 2010 - July 2012
Transition Partners, Limited May 2010 - August 2010
Crestone Capital Advisors, LLC July 2009 - May 2010
Skills
Financial Modeling, Financial Analysis, Data Analysis, Equities, Microsoft Excel, Venture Capital, Private Equity, Valuation, Strategy, SaaS, Start-ups, Consumer Internet, Equity Research, Investments
Education
University of Colorado at Boulder - Leeds School of Business
Bachelor of Science, Business Administration
Paladin Realty Partners August 2009 - Present
Hearthstone, Inc. April 2005 - August 2009
Hearthstone, Inc. April 2005 - August 2009
FactSet Research Systems August 2003 - April 2005
Skills
Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Asset Managment, Internal Controls, Due Diligence
Education
University of California, Los Angeles 2005 — 2006
Certificate, Accounting
University of California, Los Angeles 2002 — 2003
Certificate, Finance
Universidade de São Paulo 1996 — 2000
B.Sc., Business Administration
Hand and Stone Massage & Facial Spa Brookfield August 2013 - Present
Hand and Stone Massage & Facial Spa Poughkeepsie January 2013 - Present
New York Knicks 1993 - Present
New York Giants 1990 - Present
FactSet Research Systems July 1996 - April 2012
Thomson Software Products 1993 - 1996
Must Software 1993 - 1995
IBM 1988 - 1993
Skills
C++, VMS, Threads, Performance Analysis, High Performance..., Systems Analysis, Debugging, C, DCL, TPF, Perl, SQL, Statistics, Object Oriented Design, Agile Methodologies, Customer Service, Databases, Distributed Systems, Software Engineering, Unix, XML, Java, Linux, Software Development
Education
State University of New York at Albany 1984 — 1988
BS, Math, Computer Science
Hendrick Hudson High School 1979 — 1984
Keating Consulting Group January 2013 - Present
Oppenheimer & Co. April 2012 - November 2012
ThinkEquity LLC January 2012 - April 2012
FactSet Research Systems February 2010 - December 2011
Skills
Financial Modeling, Valuation, Start-ups, Bloomberg, Equity Research, FactSet, Series 7, Series 63, Series 86
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
BS, Business Administration
Teach For America Colorado April 2011 - Present
ShopAtHome.com January 2010 - May 2011
FactSet Research Systems July 2007 - December 2009
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Wells Fargo Capital Finance May 2010 - Present
GMAC Commercial Finance September 2007 - May 2010
CBA Commercial, LLC June 2006 - September 2007
CBA Commercial, LLC August 2005 - June 2006
FactSet Research Systems January 2003 - September 2005
FactSet Research Systems May 2001 - January 2003
Skills
Capital Markets
Education
University at Albany, SUNY 1997 — 2001
Economics
FactSet Research Systems July 2006 - Present
ServiceZone, Inc. December 2000 - September 2005
Skills
Databases, Offshore Management, Team Management, Corporate Research, Quality Assurance, English grammar, SQL, Project Management, Research, Microsoft Excel, Quality Management, Offshore Operations, Project Team Management, Solution Implementation, Process Improvement, Business Process..., Analysis, Microsoft Office, Microsoft SQL Server, Team Leadership, Training, Employee Training, Management, Data Analysis, Computer Maintenance, Technical Support, Writing, English, English language skills, Financial Analysis, Requirements Analysis, Offshore Outsourcing, Secondary Research, Business Intelligence, Investment Banking, Software Project..., CRM, Vendor Management, Equities, Software Development, Market Research, BPO, Portfolio Management, Financial Modeling, Requirements Gathering, Competitive Analysis, Project Planning, Business Strategy, Leadership, Economics
Education
University of Alabama
Guggenheim Partners July 2014 - Present
FactSet Research Systems February 2013 - July 2014
Conix September 2012 - November 2012
Theta Chi Fraternity November 2011 - November 2012
Merrill Lynch January 2012 - April 2012
Ahead May 2010 - August 2010
Skills
Leadership, Management, Finance, Marketing Strategy, Investments, Data Analysis
Education
University of Arizona 2009 — 2012
Bachelor of Science in Business Administration, Finance
AppNexus May 2013 - Present
FactSet Research Systems August 2010 - May 2013
Telemetry Communication Systems March 2008 - July 2010
Skills
JavaScript, C++, HTML, C, Java, jQuery, Mootools, Nokia Qt, HTML 5, VMS, Perforce, CSS, JSON, HTTP
Education
UC Berkeley 2002 — 2006
BS, Computer Science
UC Berkeley College of Engineering 2001 — 2005
Electrical Engineering Computer Scient, Computer Science
Google July 2014 - Present
Boingo Wireless July 2013 - July 2014
FactSet Research Systems July 2010 - April 2013
IST May 2009 - May 2010
ICSI June 2008 - August 2008
Skills
Java, C++, JavaScript, C, Object Oriented Design, Python, XML, SQL, Ruby, Ruby on Rails
Education
University of California, Berkeley 2006 — 2010
BS, Electrical Engineering Computer Science
Ivory Capital January 2014 - Present
Ivory Capital May 2011 - December 2013
FactSet Research Systems February 2010 - May 2011
UBS Wealth Management July 2008 - April 2009
East Bay Economic Development Alliance November 2007 - May 2008
Skills
Bloomberg, Factset, Excel, Microsoft Excel, Equities, Financial Modeling, Valuation, Data Analysis, Microsoft Office, VBA, Investments, Hedge Funds, Financial Analysis, FactSet
Education
University of California, Berkeley 2004 — 2008
BA, Economics
University of Auckland 2007 — 2007
FactSet Research Systems February 1997 - Present
Education
IONA College - Hagan School of Business 1993 — 1996
MBA, Finance
State University of New York at Albany 1984 — 1988
BA, Economics
FactSet Research Systems February 2012 - Present
GMO, Quantitative Equity June 2011 - August 2011
Skills
C++, Java, SQL, KDB, SAS, MATLAB, Fixed Income, Quantitative Finance, Financial Engineering, Derivatives, Time Series Analysis, Financial Modeling
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2011
Master, Financial Engineering
California State University 2007 — 2009
B.A, Computer System
FactSet Research Systems Assistant ManagerSIX TelekursApril 2006 - June 2011
SIX Telekurs USA Inc June 2001 - April 2006
Skills
Fixed Income, Market Data, Equities
Education
Fairfield University 2002 — 2007
Master of Science, Mathematics
University of Bridgeport 1997 — 2001
Bachelor of Science (B.S.), Finance
FactSet Research Systems June 2009 - Present
Skills
C#, C++, Distributed Systems, Parallel Computing, LINQ, WCF, Lambda Expressions, .NET, SQL, Software Development, Algorithms
Education
UCLA 2007 — 2009
Master of Science (MS), Computer Science
University of Wisconsin-Milwaukee 1996 — 2001
Bachelor of Science (B.S.), Computer Science