Financial Economics Institute
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Financial Economics Institute Employees
Employee
Years
Job
Industry
Andrew Yeh Andrew Yeh's Financial Economics Institute Experience June 2014 - Present
Job Healthcare Analyst at The CMC Student Investment Fund
Industry Investment Management
Experience
Hewlett-Packard January 2015 - Present
Financial Economics Institute June 2014 - Present
The CMC Student Investment Fund August 2013 - Present
AYeh Consulting January 2010 - Present
Golden Herbs Ltd. July 2013 - August 2013
Queen of Apostles September 2011 - June 2013
Xpounders Ltd. January 2010 - July 2010
Skills
Business Analysis, Economics, Chess, Finance, Stock Management, Statistics, Data Mining, Java, Investments, Management, Financial Modeling, Teamwork, Equities
Education
Claremont McKenna College 2013 — 2017
Bachelor of Arts: Economics and Math
Stanford Summer School 2013 — 2013
Data Mining, A-
UC Berkeley Extension 2010 — 2013
A
Archbishop Mitty High School 2009 — 2013
Hewlett-Packard January 2015 - Present
Financial Economics Institute June 2014 - Present
The CMC Student Investment Fund August 2013 - Present
AYeh Consulting January 2010 - Present
Golden Herbs Ltd. July 2013 - August 2013
Queen of Apostles September 2011 - June 2013
Xpounders Ltd. January 2010 - July 2010
Skills
Business Analysis, Economics, Chess, Finance, Stock Management, Statistics, Data Mining, Java, Investments, Management, Financial Modeling, Teamwork, Equities
Education
Claremont McKenna College 2013 — 2017
Bachelor of Arts: Economics and Math
Stanford Summer School 2013 — 2013
Data Mining, A-
UC Berkeley Extension 2010 — 2013
A
Archbishop Mitty High School 2009 — 2013
Isaac Thomas Isaac Thomas's Financial Economics Institute Experience May 2013 - Present
Job Research Analyst at Financial Economics Institute
Industry Financial Services
Experience
Financial Economics Institute May 2013 - Present
Roberts Environmental Center January 2013 - Present
Upward Bound September 2012 - May 2013
The Garden of the Zodiac Art Gallery May 2010 - July 2012
Yates Community Center December 2011 - January 2012
Skills
Stata, Microsoft Office, Econometrics, Economics, Financial Analysis, Policy Analysis, Research, Data Analysis, Managerial Economics, Financial Accounting, Management Accounting, Sustainable Development, Microfinance, Business Development, Public Speaking, Debate, Event Management, Event Planning, Spanish, Statistics, Environmental Policy, Qualitative Research
Education
Claremont McKenna College 2011 — 2015
Bachelor's Degree, Economics-Accounting, Junior
Central High School 2007 — 2011
High School, 4.719 GPA
Financial Economics Institute May 2013 - Present
Roberts Environmental Center January 2013 - Present
Upward Bound September 2012 - May 2013
The Garden of the Zodiac Art Gallery May 2010 - July 2012
Yates Community Center December 2011 - January 2012
Skills
Stata, Microsoft Office, Econometrics, Economics, Financial Analysis, Policy Analysis, Research, Data Analysis, Managerial Economics, Financial Accounting, Management Accounting, Sustainable Development, Microfinance, Business Development, Public Speaking, Debate, Event Management, Event Planning, Spanish, Statistics, Environmental Policy, Qualitative Research
Education
Claremont McKenna College 2011 — 2015
Bachelor's Degree, Economics-Accounting, Junior
Central High School 2007 — 2011
High School, 4.719 GPA
Merriel Foster Merriel Foster's Financial Economics Institute Experience May 2012 - May 2013
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
Associated Students of Claremont McKenna College 501(c) September 2013 - May 2014
Mathematics Department - Claremont McKenna College January 2011 - May 2014
J.P. Morgan May 2013 - August 2013
Financial Economics Institute May 2012 - May 2013
Skills
Microsoft Office, Bloomberg Terminal, LaTeX, Stata, Compustat, Analysis, Research, Portfolio Management, Finance, Financial Modeling, Econometrics
Education
Claremont McKenna College 2010 — 2014
Bachelor of Arts, Mathematics and Economics
Episcopal Academy 2006 — 2010
J.P. Morgan June 2014 - Present
Associated Students of Claremont McKenna College 501(c) September 2013 - May 2014
Mathematics Department - Claremont McKenna College January 2011 - May 2014
J.P. Morgan May 2013 - August 2013
Financial Economics Institute May 2012 - May 2013
Skills
Microsoft Office, Bloomberg Terminal, LaTeX, Stata, Compustat, Analysis, Research, Portfolio Management, Finance, Financial Modeling, Econometrics
Education
Claremont McKenna College 2010 — 2014
Bachelor of Arts, Mathematics and Economics
Episcopal Academy 2006 — 2010
Xinzhu “Nancy” Li 李馨竹 Xinzhu “Nancy” Li 李馨竹's Financial Economics Institute Experience October 2012 - May 2015
Job Redwoods Analyst at DaVita Healthcare Partners
Industry Hospital & Health Care
Experience
In-Lend Fund May 2015 - Present
DaVita HealthCare Partners September 2015 - Present
East Asia - U.S. - Latin America Taskforce July 2013 - May 2015
Financial Economics Institute October 2012 - May 2015
In-Lend Fund March 2012 - May 2015
Keck Center for International and Strategic Studies January 2012 - May 2015
DaVita HealthCare Partners June 2014 - August 2014
Claremont McKenna College January 2014 - May 2014
Keck Graduate Institute September 2013 - May 2014
University of Haifa July 2012 - August 2012
Skills
International Relations, Data Analysis, Stata, Economics, Nonprofits, Public Speaking, HTML, Statistics, Teaching, Editing, Microsoft Office, Social Media, Bloomberg Terminal, Python, VBA, Psychology, Writing, Non-profits, Event Management, Logo Design, Watercolor, Prolog, Racket, Java
Education
Claremont McKenna College 2011 — 2015
BA, Economics and International Relations, Computer Science Sequence
London School of Economics and Political Science 2013 — 2013
Summer Session, Finance
High School Affiliated to Fudan University 2007 — 2011
High School Diploma
In-Lend Fund May 2015 - Present
DaVita HealthCare Partners September 2015 - Present
East Asia - U.S. - Latin America Taskforce July 2013 - May 2015
Financial Economics Institute October 2012 - May 2015
In-Lend Fund March 2012 - May 2015
Keck Center for International and Strategic Studies January 2012 - May 2015
DaVita HealthCare Partners June 2014 - August 2014
Claremont McKenna College January 2014 - May 2014
Keck Graduate Institute September 2013 - May 2014
University of Haifa July 2012 - August 2012
Skills
International Relations, Data Analysis, Stata, Economics, Nonprofits, Public Speaking, HTML, Statistics, Teaching, Editing, Microsoft Office, Social Media, Bloomberg Terminal, Python, VBA, Psychology, Writing, Non-profits, Event Management, Logo Design, Watercolor, Prolog, Racket, Java
Education
Claremont McKenna College 2011 — 2015
BA, Economics and International Relations, Computer Science Sequence
London School of Economics and Political Science 2013 — 2013
Summer Session, Finance
High School Affiliated to Fudan University 2007 — 2011
High School Diploma
Artemis (Yijing) Shen Artemis (Yijing) Shen's Financial Economics Institute Experience July 2011 - May 2013
Job Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company July 2014 - Present
Formation 8 April 2014 - July 2014
Lazard May 2013 - July 2013
Student Investment Fund November 2011 - May 2013
Financial Economics Institute July 2011 - May 2013
Lowe Institute of Political Economy June 2011 - December 2012
Relational Investors LLC June 2012 - July 2012
Skills
Investment Banking, Stata, Valuation, Bloomberg, SPSS, Capital IQ, Corporate Finance, Statistics, Econometrics, Financial Markets, Financial Modeling, Macroeconomics, Economics, Quantitative Analytics, Bloomberg Terminal
Education
Claremont McKenna College 2011 — 2013
Bachelor of Arts (B.A.), Mathematics and Economics, Major GPA: 3.9 / 4.0; Overall GPA: 3.9 / 4.0
Claremont McKenna College 2013 — 2013
Master of Arts (M.A.), Master’s Program in Finance
Scripps College 2009 — 2011
Bachelor of Arts (B.A.), Mathematics and Economics
Northfield Mount Hermon 2006 — 2009
High School
Shanghai Foreign Language School 2001 — 2006
Moelis & Company July 2014 - Present
Formation 8 April 2014 - July 2014
Lazard May 2013 - July 2013
Student Investment Fund November 2011 - May 2013
Financial Economics Institute July 2011 - May 2013
Lowe Institute of Political Economy June 2011 - December 2012
Relational Investors LLC June 2012 - July 2012
Skills
Investment Banking, Stata, Valuation, Bloomberg, SPSS, Capital IQ, Corporate Finance, Statistics, Econometrics, Financial Markets, Financial Modeling, Macroeconomics, Economics, Quantitative Analytics, Bloomberg Terminal
Education
Claremont McKenna College 2011 — 2013
Bachelor of Arts (B.A.), Mathematics and Economics, Major GPA: 3.9 / 4.0; Overall GPA: 3.9 / 4.0
Claremont McKenna College 2013 — 2013
Master of Arts (M.A.), Master’s Program in Finance
Scripps College 2009 — 2011
Bachelor of Arts (B.A.), Mathematics and Economics
Northfield Mount Hermon 2006 — 2009
High School
Shanghai Foreign Language School 2001 — 2006
Joey (Zhongyi) Yu Joey (Zhongyi) Yu's Financial Economics Institute Experience September 2014 - January 2015
Job Analyst Intern at GF Securities
Industry Financial Services
Experience
Claremont McKenna College September 2015 - Present
GF Securities June 2015 - August 2015
Orbital Insight, Inc. January 2015 - May 2015
Financial Economics Institute September 2014 - January 2015
TF Futures Co., Ltd June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Economics, Microsoft Word, Stata, Java, Dreamweaver, Research, Data Analysis, Photoshop, Analysis, English, Python, R, SQL
Education
The Robert Day School of Economics and Finance at Claremont McKenna College 2015 — 2017
Master's Degree, Finance, N/A
Claremont McKenna College 2013 — 2017
Bachelor's Degree, Economics, GPA 3.85/4
Dalian Yuming High School 2010 — 2013
High school diploma, GPA 4.0/4
Claremont McKenna College September 2015 - Present
GF Securities June 2015 - August 2015
Orbital Insight, Inc. January 2015 - May 2015
Financial Economics Institute September 2014 - January 2015
TF Futures Co., Ltd June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Economics, Microsoft Word, Stata, Java, Dreamweaver, Research, Data Analysis, Photoshop, Analysis, English, Python, R, SQL
Education
The Robert Day School of Economics and Finance at Claremont McKenna College 2015 — 2017
Master's Degree, Finance, N/A
Claremont McKenna College 2013 — 2017
Bachelor's Degree, Economics, GPA 3.85/4
Dalian Yuming High School 2010 — 2013
High school diploma, GPA 4.0/4
David Hirsch's Financial Economics Institute Experience August 2011 - May 2012
Job Associate at Wind Point Partners
Industry Venture Capital & Private Equity
Experience
Wind Point Partners September 2014 - Present
J.P. Morgan June 2013 - August 2014
J.P. Morgan May 2012 - August 2012
Financial Economics Institute August 2011 - May 2012
Morningstar May 2011 - August 2011
Henry Kravis Leadership Institute September 2010 - May 2011
The Habitat Company June 2010 - August 2010
Northwestern University April 2009 - August 2009
Skills
Valuation, Investments, Equities, Analysis, Business Analysis, Portfolio Management, Mergers, Financial Modeling, Asset Managment, Bloomberg, Economics, Bloomberg Terminal, Stata, Management, Financial Analysis, Corporate Finance, Non-profits, Data Analysis, Capital IQ, Econometrics, Statistics, Microsoft Excel, Equity Research, Mergers & Acquisitions, Research, Private Equity, Equity Valuation, Emerging Markets, Nonprofits
Education
Claremont McKenna College 2009 — 2013
Bachelor of Arts, Economics (honors), Minor in Finance
Evanston Township High School 2005 — 2009
Diploma
Wind Point Partners September 2014 - Present
J.P. Morgan June 2013 - August 2014
J.P. Morgan May 2012 - August 2012
Financial Economics Institute August 2011 - May 2012
Morningstar May 2011 - August 2011
Henry Kravis Leadership Institute September 2010 - May 2011
The Habitat Company June 2010 - August 2010
Northwestern University April 2009 - August 2009
Skills
Valuation, Investments, Equities, Analysis, Business Analysis, Portfolio Management, Mergers, Financial Modeling, Asset Managment, Bloomberg, Economics, Bloomberg Terminal, Stata, Management, Financial Analysis, Corporate Finance, Non-profits, Data Analysis, Capital IQ, Econometrics, Statistics, Microsoft Excel, Equity Research, Mergers & Acquisitions, Research, Private Equity, Equity Valuation, Emerging Markets, Nonprofits
Education
Claremont McKenna College 2009 — 2013
Bachelor of Arts, Economics (honors), Minor in Finance
Evanston Township High School 2005 — 2009
Diploma
Chris Urban, CFA Chris Urban, CFA's Financial Economics Institute Experience September 2004 - May 2007
Job Vice President Risk Management at Westlake Financial Services
Industry Financial Services
Experience
Westlake Financial Services February 2015 - Present
Westlake Financial Services April 2014 - January 2015
Westlake Financial Services July 2013 - March 2014
Westlake Financial Services November 2011 - July 2013
Skillocracy, LLC June 2009 - November 2011
Taconic Capital July 2007 - June 2009
Financial Economics Institute September 2004 - May 2007
Credit Suisse June 2006 - August 2006
Skills
Excel, Financial Modeling, MySQL, PHP, Capital IQ, Entrepreneurship, Microsoft Excel, Bloomberg, Finance, Investments, VBA, Data Analysis, Financial Analysis, Valuation, Economics, Corporate Finance, Statistics, Cash Flow, Product Development, Strategy, Due Diligence, Analysis, Credit Analysis, Financial Risk, Business Planning, Risk Management
Education
Claremont McKenna College 2003 — 2007
BA, Economics, Mathematics, Finance
Westlake Financial Services February 2015 - Present
Westlake Financial Services April 2014 - January 2015
Westlake Financial Services July 2013 - March 2014
Westlake Financial Services November 2011 - July 2013
Skillocracy, LLC June 2009 - November 2011
Taconic Capital July 2007 - June 2009
Financial Economics Institute September 2004 - May 2007
Credit Suisse June 2006 - August 2006
Skills
Excel, Financial Modeling, MySQL, PHP, Capital IQ, Entrepreneurship, Microsoft Excel, Bloomberg, Finance, Investments, VBA, Data Analysis, Financial Analysis, Valuation, Economics, Corporate Finance, Statistics, Cash Flow, Product Development, Strategy, Due Diligence, Analysis, Credit Analysis, Financial Risk, Business Planning, Risk Management
Education
Claremont McKenna College 2003 — 2007
BA, Economics, Mathematics, Finance
Yicong (Nicole) Lin Yicong (Nicole) Lin's Financial Economics Institute Experience May 2014 - August 2014
Job Risk Advisory Intern at McGladrey
Industry Financial Services
Experience
McGladrey June 2015 - Present
Lowe Institute of Political Economy September 2014 - Present
Deloitte October 2014 - Present
Claremont McKenna College, Robert Day School of Economics and Finance September 2014 - Present
Claremont McKenna College Mathematics & Science Department September 2013 - Present
Financial Economics Institute May 2014 - August 2014
Equinix January 2014 - May 2014
Origin of Love 2010 - January 2014
The Amity Foundation June 2013 - August 2013
Nanjing Securities Co., Ltd June 2013 - July 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Mandarin, Public Speaking, Data Analysis, Photoshop, Chinese, Economics, Nonprofits, Event Management, Analysis, English, Leadership, Statistics
Education
Claremont McKenna College 2012 — 2016
Bachelor of Arts (BA), Economics-accounting and Mathematics dual, Accelerated Master of Arts in Finance
Nanjing Foreign Language School 2006 — 2012
High School Diploma, Science
McGladrey June 2015 - Present
Lowe Institute of Political Economy September 2014 - Present
Deloitte October 2014 - Present
Claremont McKenna College, Robert Day School of Economics and Finance September 2014 - Present
Claremont McKenna College Mathematics & Science Department September 2013 - Present
Financial Economics Institute May 2014 - August 2014
Equinix January 2014 - May 2014
Origin of Love 2010 - January 2014
The Amity Foundation June 2013 - August 2013
Nanjing Securities Co., Ltd June 2013 - July 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Mandarin, Public Speaking, Data Analysis, Photoshop, Chinese, Economics, Nonprofits, Event Management, Analysis, English, Leadership, Statistics
Education
Claremont McKenna College 2012 — 2016
Bachelor of Arts (BA), Economics-accounting and Mathematics dual, Accelerated Master of Arts in Finance
Nanjing Foreign Language School 2006 — 2012
High School Diploma, Science
Edward Leathers Edward Leathers's Financial Economics Institute Experience February 2013 - May 2015
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Financial Economics Institute February 2013 - May 2015
Wells Fargo Securities June 2014 - August 2014
Kabouter Management LLC July 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Finance, Investor Relations, Equities, Research, Statistics, Social Media, Data Analysis, Investment Banking, Market Research, Management, Spanish
Education
Claremont McKenna College 2011 — 2015
Bachelor of Arts (BA), Economics-Accounting and Government (dual major)
Wells Fargo Securities June 2015 - Present
Financial Economics Institute February 2013 - May 2015
Wells Fargo Securities June 2014 - August 2014
Kabouter Management LLC July 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Finance, Investor Relations, Equities, Research, Statistics, Social Media, Data Analysis, Investment Banking, Market Research, Management, Spanish
Education
Claremont McKenna College 2011 — 2015
Bachelor of Arts (BA), Economics-Accounting and Government (dual major)
Nikhil Ledlie Nikhil Ledlie's Financial Economics Institute Experience May 2011 - May 2012
Job Associate Analyst at MasterCard Advisors
Industry Financial Services
Experience
MasterCard Advisors August 2013 - Present
Claremont McKenna College Department of Mathematics & Computer Science September 2012 - December 2012
MasterCard Advisors June 2012 - August 2012
Financial Economics Institute May 2011 - May 2012
adidas May 2010 - July 2010
Skills
Microsoft Excel, Visual Basic, Java, Adobe, WRDS, PowerPoint, SAS programming, Stata, Mathlab, R
Education
Claremont McKenna College 2009 — 2013
Bachelor of Arts (BA), Economics and Mathematics
Vasant Valley School 1996 — 2009
MasterCard Advisors August 2013 - Present
Claremont McKenna College Department of Mathematics & Computer Science September 2012 - December 2012
MasterCard Advisors June 2012 - August 2012
Financial Economics Institute May 2011 - May 2012
adidas May 2010 - July 2010
Skills
Microsoft Excel, Visual Basic, Java, Adobe, WRDS, PowerPoint, SAS programming, Stata, Mathlab, R
Education
Claremont McKenna College 2009 — 2013
Bachelor of Arts (BA), Economics and Mathematics
Vasant Valley School 1996 — 2009
Sean Reimer Sean Reimer's Financial Economics Institute Experience September 2013 - May 2014
Job Systems Analyst at LaunchCode
Industry
Experience
LaunchCode July 2015 - Present
RBC Capital Markets June 2014 - Present
BioMarin Pharmaceutical Inc. September 2013 - May 2014
Financial Economics Institute September 2013 - May 2014
Lindenbaum Music Company June 2013 - August 2013
Wells Fargo June 2012 - August 2012
S.E.O-U Career Program May 2012 - August 2012
Claremont McKenna College September 2011 - May 2012
Skills
Statistics, SPSS, Teaching, Management, Valuation, Stata
Education
Claremont McKenna College 2011 — 2015
Economics-Accounting and Philosophy with a sequence in Finance, Junior
Yonsei University School of Business 2013 — 2013
LaunchCode July 2015 - Present
RBC Capital Markets June 2014 - Present
BioMarin Pharmaceutical Inc. September 2013 - May 2014
Financial Economics Institute September 2013 - May 2014
Lindenbaum Music Company June 2013 - August 2013
Wells Fargo June 2012 - August 2012
S.E.O-U Career Program May 2012 - August 2012
Claremont McKenna College September 2011 - May 2012
Skills
Statistics, SPSS, Teaching, Management, Valuation, Stata
Education
Claremont McKenna College 2011 — 2015
Economics-Accounting and Philosophy with a sequence in Finance, Junior
Yonsei University School of Business 2013 — 2013
Noah Franz's Financial Economics Institute Experience May 2009 - May 2010
Job Investment Banking Associate at B. Riley & Co.
Industry Investment Banking
Experience
B. Riley & Co. January 2014 - Present
FocalPoint Partners, LLC July 2012 - December 2013
B. Riley & Co. January 2012 - June 2012
Financial Economics Institute at Claremont McKenna College November 2010 - June 2012
Financial Economics Institute May 2009 - May 2010
Skills
Bloomberg, MS Office Suite, Stata, Excel, PowerPoint, Word, Financial Modeling, Valuation, Microsoft Office, Capital IQ, Financial Analysis, Corporate Finance, Due Diligence, Private Equity, Mergers & Acquisitions, Investment Banking, Microsoft Excel
Education
Claremont McKenna College 2006 — 2010
Bachelors, Economics - Finance
B. Riley & Co. January 2014 - Present
FocalPoint Partners, LLC July 2012 - December 2013
B. Riley & Co. January 2012 - June 2012
Financial Economics Institute at Claremont McKenna College November 2010 - June 2012
Financial Economics Institute May 2009 - May 2010
Skills
Bloomberg, MS Office Suite, Stata, Excel, PowerPoint, Word, Financial Modeling, Valuation, Microsoft Office, Capital IQ, Financial Analysis, Corporate Finance, Due Diligence, Private Equity, Mergers & Acquisitions, Investment Banking, Microsoft Excel
Education
Claremont McKenna College 2006 — 2010
Bachelors, Economics - Finance
Coady Smith Coady Smith's Financial Economics Institute Experience June 2010 - May 2011
Job Investment Associate at Ares Management
Industry Venture Capital & Private Equity
Experience
Ares Management August 2014 - Present
Bank of America Merrill Lynch July 2012 - June 2014
The CMC Student Investment Fund September 2009 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
Financial Economics Institute June 2010 - May 2011
Skills
Bloomberg Terminal, FactSet, Financial Analysis, Financial Modeling, Microsoft Office, Stata, Valuation
Education
Claremont McKenna College 2008 — 2012
Master of Finance; Bachelor of Arts, Financial Economics
Ares Management August 2014 - Present
Bank of America Merrill Lynch July 2012 - June 2014
The CMC Student Investment Fund September 2009 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
Financial Economics Institute June 2010 - May 2011
Skills
Bloomberg Terminal, FactSet, Financial Analysis, Financial Modeling, Microsoft Office, Stata, Valuation
Education
Claremont McKenna College 2008 — 2012
Master of Finance; Bachelor of Arts, Financial Economics
Viken Douzdjian's Financial Economics Institute Experience May 2012 - May 2013
Job Associate at Marlin Equity Partners
Industry Investment Banking
Experience
Marlin Equity Partners August 2015 - Present
Wells Fargo Securities June 2013 - June 2015
Financial Economics Institute May 2012 - May 2013
Claremont McKenna College Student Investment Fund September 2009 - May 2013
Wells Fargo Securities May 2012 - August 2012
Skills
Due Diligence, Financial Modeling, Bloomberg Terminal, Bloomberg, Capital IQ, Investment Banking, Private Equity, Equities, Corporate Finance, Venture Capital, Stata, Financial Analysis, Valuation, Economics, Research, Finance, Microsoft Excel, Capital Markets, Investments
Education
Claremont McKenna College 2009 — 2013
Bachelor of Arts, Financial Economics
Marlin Equity Partners August 2015 - Present
Wells Fargo Securities June 2013 - June 2015
Financial Economics Institute May 2012 - May 2013
Claremont McKenna College Student Investment Fund September 2009 - May 2013
Wells Fargo Securities May 2012 - August 2012
Skills
Due Diligence, Financial Modeling, Bloomberg Terminal, Bloomberg, Capital IQ, Investment Banking, Private Equity, Equities, Corporate Finance, Venture Capital, Stata, Financial Analysis, Valuation, Economics, Research, Finance, Microsoft Excel, Capital Markets, Investments
Education
Claremont McKenna College 2009 — 2013
Bachelor of Arts, Financial Economics
Dante Quazzo's Financial Economics Institute Experience July 2012 - September 2012
Job Financial Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
Claremont Sports Connection March 2013 - February 2015
Houlihan Lokey June 2014 - August 2014
Bechtel Corporation May 2013 - August 2013
Claremont Sports Connection March 2012 - March 2013
Financial Economics Institute July 2012 - September 2012
Claremont Sports Connection November 2011 - March 2012
Shorenstein Hays Nederlander January 2011 - July 2011
Toomey for Senate June 2010 - November 2010
Skills
Microsoft Excel, Economics, Microsoft Word, PowerPoint, Department Budget..., Stata, Personnel Management, Google Docs, Computer Science, WRDS, SQL, Intercollegiate..., Statistical Data..., CRSP, Broadcast Engineering, JavaScript, SML, West Coast Swing, Java, Python, HTML, Financial Modeling, Financial Analysis
Education
Claremont McKenna College 2011 — 2015
Bachelor of Arts (B.A.) in Economics, Master of Arts (M.A.) in Finance, Economics
San Francisco University High School 2006 — 2010
Houlihan Lokey July 2015 - Present
Claremont Sports Connection March 2013 - February 2015
Houlihan Lokey June 2014 - August 2014
Bechtel Corporation May 2013 - August 2013
Claremont Sports Connection March 2012 - March 2013
Financial Economics Institute July 2012 - September 2012
Claremont Sports Connection November 2011 - March 2012
Shorenstein Hays Nederlander January 2011 - July 2011
Toomey for Senate June 2010 - November 2010
Skills
Microsoft Excel, Economics, Microsoft Word, PowerPoint, Department Budget..., Stata, Personnel Management, Google Docs, Computer Science, WRDS, SQL, Intercollegiate..., Statistical Data..., CRSP, Broadcast Engineering, JavaScript, SML, West Coast Swing, Java, Python, HTML, Financial Modeling, Financial Analysis
Education
Claremont McKenna College 2011 — 2015
Bachelor of Arts (B.A.) in Economics, Master of Arts (M.A.) in Finance, Economics
San Francisco University High School 2006 — 2010
Patrick Shultz Patrick Shultz's Financial Economics Institute Experience May 2013 - June 2013
Job Student at Claremont McKenna College
Industry Higher Education
Experience
Claremont McKenna College Summer InternIntrinsic ValuationJune 2014 - August 2014
Financial Economics Institute May 2013 - June 2013
Keck Science Department May 2012 - June 2012
Education
Claremont McKenna College 2011 — 2015
Economics, Junior
Claremont McKenna College Summer InternIntrinsic ValuationJune 2014 - August 2014
Financial Economics Institute May 2013 - June 2013
Keck Science Department May 2012 - June 2012
Education
Claremont McKenna College 2011 — 2015
Economics, Junior
Tinsley Lowe Tinsley Lowe's Financial Economics Institute Experience May 2007 - May 2008
Job Financial Analyst at Airbnb
Industry Internet
Experience
Airbnb April 2014 - Present
Analysis Group August 2008 - March 2014
Financial Economics Institute May 2007 - May 2008
Skills
SAS, Statistical Modeling, Data Analysis, Bloomberg, Factiva, SAS programming, SQL, Statistics, Database Design, Data Modeling, Market Research, Quantitative Research, Quantitative Analytics, Qualitative Research, Microsoft Excel, PowerPoint, CRSP, Compustat, ThomsonOne
Education
Claremont McKenna College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Airbnb April 2014 - Present
Analysis Group August 2008 - March 2014
Financial Economics Institute May 2007 - May 2008
Skills
SAS, Statistical Modeling, Data Analysis, Bloomberg, Factiva, SAS programming, SQL, Statistics, Database Design, Data Modeling, Market Research, Quantitative Research, Quantitative Analytics, Qualitative Research, Microsoft Excel, PowerPoint, CRSP, Compustat, ThomsonOne
Education
Claremont McKenna College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Aviv Caspi's Financial Economics Institute Experience September 2013 - Present
Job Student at Claremont McKenna College
Industry
Experience
Financial Economics Institute September 2013 - Present
CMC Wohlford Economics September 2013 - Present
LinkedIn June 2015 - August 2015
Associated Students of Claremont McKenna College March 2014 - February 2015
Nordstrom June 2014 - August 2014
Claremont McKenna College October 2013 - August 2014
RAND Corporation / Lowe Institute of Political Economy December 2012 - September 2013
Great Harvest Bread Co. July 2011 - August 2012
Skills
Research, Stata, Python, Leadership, Microsoft Excel, Team Building, Public Speaking, Economics, Data Analysis, Finance, Teamwork, Customer Service, Analysis
Education
Claremont McKenna College 2012 — 2016
Bachelor of Arts (Dual Degree), Philosophy, Politics, and Economics (PPE) and Applied Mathematics
London School of Economics and Political Science
Summer School Session 2013
Newport High School 2008 — 2012
High School Diploma
Financial Economics Institute September 2013 - Present
CMC Wohlford Economics September 2013 - Present
LinkedIn June 2015 - August 2015
Associated Students of Claremont McKenna College March 2014 - February 2015
Nordstrom June 2014 - August 2014
Claremont McKenna College October 2013 - August 2014
RAND Corporation / Lowe Institute of Political Economy December 2012 - September 2013
Great Harvest Bread Co. July 2011 - August 2012
Skills
Research, Stata, Python, Leadership, Microsoft Excel, Team Building, Public Speaking, Economics, Data Analysis, Finance, Teamwork, Customer Service, Analysis
Education
Claremont McKenna College 2012 — 2016
Bachelor of Arts (Dual Degree), Philosophy, Politics, and Economics (PPE) and Applied Mathematics
London School of Economics and Political Science
Summer School Session 2013
Newport High School 2008 — 2012
High School Diploma
Candace Adelberg Candace Adelberg's Financial Economics Institute Experience August 2008 - May 2010
Job Product Quality Strategist at Google
Industry Internet
Experience
Google March 2013 - Present
Board of Governors of the Federal Reserve System June 2010 - March 2013
Claremont McKenna College August 2009 - May 2010
Financial Economics Institute August 2008 - May 2010
Lowe Institute of Political Economy January 2007 - May 2010
Pacific Rim Innovation and Management Exponents, Inc. June 2008 - August 2008
Skills
Statistics, Economics, Data Analysis, Stata, Econometrics, R, Analysis, Quantitative Analytics, Matlab, Research, Risk Management, Macroeconomics, LaTeX, Eviews, MySQL, Finance, Econometric Modeling, Programming
Education
Claremont McKenna College 2006 — 2010
B.A. Economics
Middlebury Institute of International Studies at Monterey 2007 — 2007
Arabic
Google March 2013 - Present
Board of Governors of the Federal Reserve System June 2010 - March 2013
Claremont McKenna College August 2009 - May 2010
Financial Economics Institute August 2008 - May 2010
Lowe Institute of Political Economy January 2007 - May 2010
Pacific Rim Innovation and Management Exponents, Inc. June 2008 - August 2008
Skills
Statistics, Economics, Data Analysis, Stata, Econometrics, R, Analysis, Quantitative Analytics, Matlab, Research, Risk Management, Macroeconomics, LaTeX, Eviews, MySQL, Finance, Econometric Modeling, Programming
Education
Claremont McKenna College 2006 — 2010
B.A. Economics
Middlebury Institute of International Studies at Monterey 2007 — 2007
Arabic
Danielle Knott Danielle Knott's Financial Economics Institute Experience May 2013 - May 2014
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC September 2015 - Present
PwC June 2014 - August 2014
Financial Economics Institute May 2013 - May 2014
Warner Bros. Entertainment Group of Companies June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Research, Microsoft Office, PowerPoint, Data Analysis, Microsoft Word, Accounting, Economics, Analysis, Teamwork, Stata, Statistics, Econometrics
Education
Claremont McKenna College 2011 — 2015
San Marino High School 2007 — 2011
PwC September 2015 - Present
PwC June 2014 - August 2014
Financial Economics Institute May 2013 - May 2014
Warner Bros. Entertainment Group of Companies June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Research, Microsoft Office, PowerPoint, Data Analysis, Microsoft Word, Accounting, Economics, Analysis, Teamwork, Stata, Statistics, Econometrics
Education
Claremont McKenna College 2011 — 2015
San Marino High School 2007 — 2011
Daniyal Shahid's Financial Economics Institute Experience October 2010 - October 2012
Job Portfolio Management Analyst
Industry Financial Services
Experience
Hall Capital Partners LLC October 2013 - Present
Financial Economics Institute October 2010 - October 2012
Merrill Lynch June 2012 - August 2012
Barclays Capital June 2010 - August 2010
ABN AMRO Bank N.V. January 2008 - February 2008
Skills
Economics, Financial Analysis, Research, Stata, Microsoft Excel, Market Research, PowerPoint, Microsoft Office, Econometrics, Statistics, Investments, Data Analysis, Leadership, Team Leadership, Team Organisation, Strategic Planning, Project Management, Financial Reporting, Finance, Public Speaking, Social Media
Education
Claremont McKenna College 2009 — 2013
Bachelor's degree, Economics/Finance
London School of Economics and Political Science 2012 — 2012
Industrial Organization
Lahore American School 2005 — 2009
High School Degree
Hall Capital Partners LLC October 2013 - Present
Financial Economics Institute October 2010 - October 2012
Merrill Lynch June 2012 - August 2012
Barclays Capital June 2010 - August 2010
ABN AMRO Bank N.V. January 2008 - February 2008
Skills
Economics, Financial Analysis, Research, Stata, Microsoft Excel, Market Research, PowerPoint, Microsoft Office, Econometrics, Statistics, Investments, Data Analysis, Leadership, Team Leadership, Team Organisation, Strategic Planning, Project Management, Financial Reporting, Finance, Public Speaking, Social Media
Education
Claremont McKenna College 2009 — 2013
Bachelor's degree, Economics/Finance
London School of Economics and Political Science 2012 — 2012
Industrial Organization
Lahore American School 2005 — 2009
High School Degree
Nikolas Miller, CFA's Financial Economics Institute Experience May 2008 - May 2010
Job Investment Associate at Prudential Capital Partners
Industry Investment Management
Experience
Prudential Capital Partners June 2014 - Present
Prudential Capital Partners May 2013 - June 2014
Prudential Capital Group June 2010 - May 2013
Financial Economics Institute May 2008 - May 2010
Cascade Investment May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Financial Modeling, Bloomberg, Valuation, Investment Banking, Equities, Economics, Financial Analysis, Investments, Corporate Finance, Bloomberg Terminal, Private Equity, Portfolio Management, Capital IQ, Stata, Due Diligence
Education
Claremont McKenna College 2006 — 2010
Bachlors, Economics, Finance, and Mathematics
Claremont McKenna College 2006 — 2010
Bachelor's degree, Economics
Prudential Capital Partners June 2014 - Present
Prudential Capital Partners May 2013 - June 2014
Prudential Capital Group June 2010 - May 2013
Financial Economics Institute May 2008 - May 2010
Cascade Investment May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Financial Modeling, Bloomberg, Valuation, Investment Banking, Equities, Economics, Financial Analysis, Investments, Corporate Finance, Bloomberg Terminal, Private Equity, Portfolio Management, Capital IQ, Stata, Due Diligence
Education
Claremont McKenna College 2006 — 2010
Bachlors, Economics, Finance, and Mathematics
Claremont McKenna College 2006 — 2010
Bachelor's degree, Economics
Aseem Vyas's Financial Economics Institute Experience October 2006 - May 2008
Job
Industry
Experience
Barclays Capital July 2009 - August 2009
Barclay's Capital September 2008 - November 2008
Financial Economics Institute October 2006 - May 2008
Barclays Capital June 2007 - August 2007
Trust Company of the West June 2006 - August 2006
Project on Managing the Atom (MTA), Kennedy School of Government, Harvard University June 2005 - July 2005
Skills
Valuation
Education
Claremont McKenna College 2004 — 2008
B.A, Economics, with Financial Economics Sequence
Santa Susana High School 2000 — 2004
Barclays Capital July 2009 - August 2009
Barclay's Capital September 2008 - November 2008
Financial Economics Institute October 2006 - May 2008
Barclays Capital June 2007 - August 2007
Trust Company of the West June 2006 - August 2006
Project on Managing the Atom (MTA), Kennedy School of Government, Harvard University June 2005 - July 2005
Skills
Valuation
Education
Claremont McKenna College 2004 — 2008
B.A, Economics, with Financial Economics Sequence
Santa Susana High School 2000 — 2004