Fogel Neale Partners LLC
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Fogel Neale Partners LLC Employees
JPMorgan Chase July 2015 - Present
JPMorgan Chase June 2014 - August 2014
Emory University January 2014 - May 2014
Investment Banking Institute July 2013 - August 2013
Fogel Neale Partners LLC May 2013 - August 2013
Custom Elite Socks June 2012 - June 2013
Bloomberg LP May 2013 - May 2013
Abercrombie & Fitch June 2012 - May 2013
Barnaby Black June 2012 - August 2012
Hollister Co. August 2010 - August 2011
Skills
Investments, PowerPoint, Entrepreneurship, Bloomberg Terminal, Financial Analysis, Tennis, Weightlifting, Microsoft Excel, Marketing, Snowboarding, Japanese Language..., Analytical Skills, Fixed Income
Education
Emory University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, and Japanese
Wirtschaftsuniversität Wien 2013 — 2013
Study Abroad Fall Semester 2013, Finance, General
Syosset Senior High School 2007 — 2011
Diploma, General Studies
JPMorgan Chase & Co. October 2015 - Present
Meelo Logic October 2014 - May 2015
CME Group February 2014 - August 2014
Baruch College January 2013 - June 2014
Fogel Neale Partners LLC January 2013 - June 2013
Stoneland Capital Inc. January 2008 - June 2012
Skills
C++, Microsoft Excel, Python, SQL, VBA, Microsoft Office, Financial Modeling, University Teaching, Data Analysis, R, Statistics, Matlab, Time Series Analysis, Quantitative Finance, Monte Carlo Simulation, Finance, Bloomberg, Analysis
Education
Baruch College 2012 — 2014
Master's degree, Financial Engineering
City University of New York-Baruch College 2010 — 2012
Mathematics; Minor Physics, Cum Laude
Greater Ithaca Activities Center (G.I.A.C) July 2013 - Present
Ithaca College September 2013 - December 2013
Ithaca College February 2013 - May 2013
Planet Fitness Corporate May 2011 - May 2013
Fogel Neale Partners LLC January 2010 - August 2012
Skills
Bloomberg Terminal, Eviews, SPSS, Gretl, Web Design, Photoshop, Microsoft Office, Landscaping, Mathematics, Mathematica, Finance
Education
Ithaca College 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Ithaca College 2009 — 2013
Bachelor of Science (BS), Applied Economics and Mathematics
O'Hara & Company September 2014 - Present
Fogel Neale Partners LLC July 2013 - August 2014
Baharestani Ziegler & Ritt LLP December 2011 - June 2013
Owner's Club Realty Corporation September 2008 - August 2011
Roger CPA Review September 2010 - June 2011
IRS Volunteer Income Tax Assistance Program January 2010 - April 2011
Hunter College Accounting Society June 2010 - December 2010
Showroom Seven June 2010 - August 2010
Skills
QuickBooks, Tax Preparation, Bookkeeping, Accounts Payable, Auditing, Financial Reporting, Account Reconciliation, Accounts Receivable, Sales Tax, Payroll, Financial Analysis, Corporate Tax, Income Tax, Journal Entries, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Bank Reconciliation, Quicken, ProSystem fx Tax, Partnership Taxation, Non-profits, Accounting, Tax, Financial Statements
Education
Northeastern University 2014 — 2015
Master of Science (MS), Taxation
City University of New York-Hunter College 2007 — 2010
Bachelor of Science, Accounting
UBS Investment Bank July 2013 - Present
Marc Jacobs December 2012 - January 2013
Citi June 2012 - August 2012
GFI Group May 2012 - June 2012
Fogel Neale Partners LLC January 2012 - January 2012
GFI Group May 2011 - August 2011
S & P Commodity Trading Corporation January 2011 - January 2011
GFI Group July 2010 - July 2010
Skills
Market Research, Derivatives, Bloomberg Terminal, Capital Markets, Excel, PowerPoint, Access, Word, Analysis, Microsoft Excel, Options, Equity Derivatives, Equities, Bloomberg, Equity Research, Trading, Portfolio Management, Microsoft Word, Trading Strategies, Commodity, Equity Trading, Finance
Education
The George Washington University - School of Business 2009 — 2013
BBA, Finance
South Side High School 2005 — 2009
International Baccalaureate Diploma
J.P. Morgan July 2013 - Present
J.P. Morgan June 2012 - August 2012
Morgan Stanley Wealth Management January 2012 - May 2012
Fogel Neale Partners LLC January 2012 - January 2012
U.S. House of Representatives January 2010 - May 2010
Education
The George Washington University 2010 — 2013
Bachelor's degree, Finance, General
American University 2009 — 2010
Ogilvy & Mather 2013 - 2015
Las Vegas Sands Corp. June 2012 - August 2012
Fogel Neale Partners LLC May 2011 - July 2011
Financial Industry Regulatory Authority May 2010 - August 2010
Skills
Social Media Marketing, Management Consulting, Social Media, Leadership, Microsoft Office, Research, Digital Marketing, Marketing Strategy, Microsoft Excel, PowerPoint, Public Speaking, Corporate Finance
Education
New York University 2015 — 2017
Master of Science (M.S.), Real Estate Development
University of Oxford 2012 — 2013
Master of Arts (M.A.) - MSt. (UK), Modern European History
The George Washington University 2008 — 2012
Bachelor of Arts (B.A.), History, Magna Cum Laude
Portsmouth Abbey
Deer Park Road November 2012 - Present
Fogel Neale Partners LLC May 2010 - November 2012
Fogel Neale Partners LLC June 2009 - May 2010
University of Colorado at Boulder August 2006 - May 2010
Northwestern Mutual April 2008 - May 2009
The Small Boat Shop May 2007 - January 2008
Skills
Portfolio Management, Series 7, Technical Analysis, Bloomberg Terminal, Equity Research, Microsoft Excel, Equity Trading, VBA, Fundamental Analysis, Microsoft Office, MBS, Cash Flow, Fixed Income Analysis, ABS, Fixed Income Portfolio..., Foreign Exchange, Matlab, Series 66, SaaS
Education
University of Colorado at Boulder 2006 — 2010
B.A., Economics, Political Science, 3.4
Avon Old Farms 2003 — 2006
Feuer & Orlando LLP December 2014 - Present
NY Best Homes Realty August 2014 - Present
Fogel Neale Partners LLC October 2012 - January 2015
Sands Point Properties Corp. May 2014 - August 2014
Bank of East Asia November 2011 - September 2012
The New Leaders Council October 2011 - November 2011
Tom Lai Appraisals Inc February 2011 - October 2011
CML &Associate,CPA June 2011 - September 2011
New Superior Insurance Agency Inc September 2008 - December 2010
Skills
QuickBooks, Microsoft Excel, Financial Analysis, Microsoft Office, Bloomberg Terminal, Financial Reporting, Account Reconciliation, Bank Reconciliation, Microsoft Word, Data Entry, PowerPoint, Outlook, Visual C++, Vlookup, Real Estate License, Accounts Receivable, Finance, Accounts Payable, MS Office tools, Payroll, Multi-State Sales Tax, Personal Income Tax...
Education
Baruch College, City University of New York (CUNY) 2010 — 2012
Bachelor's Degree, Business Administration; Finance, 3.66
Miron Properties June 2014 - Present
Kforce Inc 2015 - 2015
Morgan Stanley Wealth Management May 2013 - May 2014
NYPH September 2006 - May 2013
Fogel Neale Partners LLC May 2011 - February 2012
Skills
Microsoft Excel, Financial Modeling, Research, Financial Analysis, PowerPoint, Insurance, Microsoft Office, Economics, Equities, Outlook, Analysis, Valuation, Microsoft Word, Bloomberg, SQL, Microsoft SQL Server
Education
City University of New York City College 2009 — 2012
Bachelor's degree, Economics
SM Investors February 2013 - Present
Hair Systems Inc April 2012 - February 2013
Fogel Neale Partners, LLC September 2009 - April 2012
Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Sales, Customer Service, Facebook, Event Planning, Access, Public Speaking, Teamwork, Data Entry, Social Media, Social Networking, Event Management, Data Analysis, Inventory Management, Time Management, Marketing, Account Management, Accounting, Administrative..., Financial Analysis, Human Resources, Leadership, Management, Market Research, Retail, Spanish, Team Building, Team Leadership, Employee Relations
Education
Hofstra University 2005 — 2009
Bachelors, Psychology
Octagon May 2014 - September 2014
HealthyOut September 2013 - May 2014
NY Boat Charters LLC June 2009 - September 2013
Columbia University in the City of New York September 2009 - December 2011
Fogel Neale Partners LLC May 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Photoshop, Social Media, English, Recruiting, Marketing Strategy, Marketing Communications, Strategy, Marketing, Management
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (BA), Psychology, Philosophy
Morris Hills High School 2007 — 2009
Morris Knolls High School 2005 — 2007
Emigrant Bank November 2013 - Present
J.P. Morgan Chase September 2011 - December 2012
Outten & Golden LLP July 2008 - September 2011
Fogel Neale Partners LLC April 2010 - June 2010
Forex Capital Markets January 2010 - February 2010
Skills
Valuation, Legal Research, Westlaw, Microsoft Excel, Financial Analysis, Legal Writing, Investments, Credit Analysis, Spanish, Negotiation, Public Speaking, Technical Analysis, Contract Negotiation, Risk Management, Structured Products, Brazilian Portuguese, Derivatives, Credit Risk
Education
City University of New York-Baruch College 2006 — 2010
BBA, Finance, Psychology
Steinberg Shebairo LLP January 2015 - Present
Fogel Neale Partners LLC February 2013 - January 2015
Baharestani Ziegler & Ritt LLP 2010 - January 2013
Starr & Co 1988 - 2010
Prager & Fenton 1981 - 1988
Skills
Tax, Internal Controls, Microsoft Excel, Income Tax, QuickBooks, Corporate Tax, Budget, Microsoft Office, Tax Preparation, Microsoft Word, Accounting, Budgets, Strategic Financial..., High Net Worth..., Financial Planners, Tax Returns, Manage Client..., Account Reconciliation, Financial Planning
Education
Bloomfield College
Bachelor of Science (B.S.), Accounting
Rutgers, The State University of New Jersey-Newark
QP Holdings LLC. February 2014 - Present
Di Renzo Realty, LLC. September 2014 - January 2015
OST Global Solutions, Inc June 2014 - September 2014
Fogel Neale Partners LLC June 2013 - August 2013
Acxiom/Direct Marketing Services - Middle East North Africa July 2012 - August 2012
Enactus - Students In Free Enterprise (SIFE) September 2011 - April 2012
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Social Media, Team Leadership, Project Management, Valuation, Due Diligence, Financial Modeling, Business Development, Proposal Writing, Government Contracting, RFP, Sales, Proposal Management
Education
New York University 2015 — 2017
Master’s Degree, Real Estate, Finance and Investment
The George Washington University - School of Business 2012 — 2015
Bachleors, Business Administration, Finance and International Business
Marymount University 2010 — 2011
Bachelors, Economics
Flint Hill School 2006 — 2010
Diploma
Citi June 2013 - Present
Citi June 2012 - August 2012
CATHAY PACIFIC AIRWAYS LIMITED July 2011 - August 2011
Citi May 2011 - July 2011
Fogel Neale Partners LLC January 2011 - January 2011
Morgan Stanley Smith Barney 2010 - 2011
Apple Daily June 2009 - August 2009
Skills
Transactional Banking, Chinese culture, Cantonese, Multivariable Calculus, Statistical Modeling, Globalization, Airline Management, Corporate Communications, Wealth Management, Soccer, Lacrosse, Scuba Diving, Ski, Microsoft Excel, PowerPoint, Mac OS X, Outlook, Microsoft Office 2007, Retail Banking, Journalism, Photography, Finance, OS X, Investments, Analysis, Financial Services, Strategy, Financial Modeling, Banking, Treasury Management, Treasury Services
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration, International Business/Finance
Concord Academy 2005 — 2009
Diploma, General Education
Diocesan Boys' School 2003 — 2005
Fogel Neale Partners LLC. March 2009 - Present
Spear Leeds & Kellogg 1967 - 1991
Skills
Commodity, Qualified Retirement..., Derivatives, Trading, Equities, Asset Managment, ETFs, Fixed Income, REIT, Trading Strategies, Asset Management, Due Diligence, Fund Of Funds, Capital Markets, Emerging Markets, Alternative Investments, Valuation, FINRA, Investments, Equity Research, Portfolio Management, Hedge Funds, FX Options, Wealth Management, Finance, Asset Allocation, FX trading, Hedging, Private Equity, Prime Brokerage, Strategic Financial..., Bonds, Risk Management, Financial Markets, Financial Planning, Securities, Options, Series 7, Electronic Trading
Education
City University of New York City College
BA, Economics, 4.0 in Economics
Morgan Stanley August 2011 - Present
Fogel Neale Partners LLC September 2009 - February 2010
Education
Binghamton University - School of Management 2005 — 2009
Bachelors of Science, Management- Finance
Binghamton University
Clearsight Advisors July 2015 - Present
Clearsight Advisors July 2012 - June 2015
Dahlman Rose & Co. May 2011 - August 2011
Fogel Neale Partners LLC December 2010 - January 2011
Skills
Equity Research, Private Equity, Investment Banking, Financial Modeling, Mergers & Acquisitions, Financial Advisory, Valuation
Education
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration, Finance
The London School of Economics
Semester Abroad, Corporate Finance
LaSalle Academy 2004 — 2008
High School Diploma
Grameen America, Inc. January 2015 - Present
HealthRight International October 2012 - December 2014
Fogel Neale Partners LLC March 2012 - October 2012
HealthRight International April 2011 - December 2011
AXA Advisors February 2011 - May 2011
Skills
Account Reconciliation, Accounting, General Ledger, Microsoft Excel, Financial Statements, Financial Reporting, QuickBooks, Tax, PowerPoint, Microsoft Office, Accounts Payable
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2011
BBA, Finance
Development Corporation for Israel June 2010 - Present
Fogel Neale Partners LLC May 2009 - July 2010
Banc of America Investments October 2007 - March 2009
Roundabout Theatre Company 2008 - 2009
Aflac February 2004 - July 2007
Tagger 2004 - 2004
UBS Wealth Management 2001 - 2004
Avant-Garde Textiles and others September 1980 - July 2001
Skills
High Net Worth..., Series 7, Investments, Personal Finance, Securities, Retirement Planning, Customer Service, Wealth Management, Strategic Financial..., Insurance, Trading, Finance, Portfolio Management, Fixed Annuities, Strategy, Mutual Funds, Banking, Management, Estate Planning, Wealth, Equities, Alternative Investments, Asset Allocation, Employee Benefits, FINRA, Sales, Bonds, Series 63, Asset Management, Wealth Management..., New Business Development, Life Insurance, Financial Advisory, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Long-term Care, Series 65, ETFs, Uniform Combined State..., Investment Management, 401k, IRAs, Financial Planning, Strategic Planning, Risk Management, Recruiting, Sales Management
Education
Saint John's University School of Law 1970 — 1974
New York University - Leonard N. Stern School of Business 1966 — 1971
B.S., Finance, Marketing, Accounting
Fogel Neale Partners LLC October 2013 - Present
New York Daily News September 2013 - December 2013
WhoTrades July 2013 - September 2013
Kenstan Lock Company February 2013 - September 2013
Queens College May 2010 - May 2013
Skills
Data Analysis, Microsoft Office, Finance, Statistics, Financial Analysis, Financial Modeling, Valuation, Accounting, Portfolio Management, Bloomberg, Microsoft Excel, Macroeconomics, Economics, Due Diligence, Stata, Marketing, Quantitative Analytics, Mathematics, Regression Analysis, PowerPoint, Actuarial Science, C++ Language, HTML, Quantitative Finance, Investment Strategies, Econometrics, Fundamental Analysis, Technical Analysis, Blogging, Series 7, Portfolio Construction, QuickBooks
Education
City University of New York-Queens College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Corporate Finance; Actuary Studies, Major GPA: 3.9
City University of New York-Queens College 2009 — 2013
Bachelor of Arts (B.A.), Economics, 3.9
Harmonic Fund Services September 2013 - Present
CI Investments Inc. October 2012 - September 2013
Fogel Neale Partners LLC September 2011 - December 2011
FS Securities (QLD) February 2011 - August 2011
Ready to Work inc January 2007 - December 2010
Pratt & Whitney Canada September 2009 - December 2009
Skills
French (4/5), Spanish (5/5), Italian (3/5), Computing: Microsoft..., Bloomberg, Excel, SAP, Inventory Management, PowerPoint, Word, Financial Modeling, VBA, Financial Analysis, Risk Management, Microsoft Office, Research, Data Analysis, Teamwork, Budgeting, Portfolio Management, Analysis, Business Analysis, Forecasting, Equities, Valuation, Matlab, Market Research, Microsoft Excel, Financial Markets, Derivatives, Investment Banking, Business Strategy, Mutual Funds, Management, Equity Research
Education
Bond University 2011 — 2011
Master, Finance
Sherbrooke University 2010 — 2010
Graduated Diploma, Quantitative Analysis
Sherbrooke University 2010 — 2010
Graduate Diploma, Financial Markets
Sherbrooke University 2007 — 2010
BAA, Finance
Concordia University
CYA Benefits January 2015 - Present
Fogel Neale Partners LLC May 2009 - Present
Skills
Placing Orders, Microsoft Exchange, Bloomberg, Trading, Financial Analysis, Financial Modeling, Risk Management, Strategic Financial..., Financial Services, Investments, Fixed Income, Series 7, Data Analysis, Due Diligence, Equities, Hedge Funds, Microsoft Excel, Economics, Customer Service, Management, Valuation, Entrepreneurship, Capital Markets, Finance, Asset Management, Portfolio Management, Equity Research, Wealth Management
Education
Hofstra University 2005 — 2008
B.S., Public Health
Boston College High School
Citi Private Bank June 2015 - Present
Bank of America June 2014 - August 2014
Fogel Neale Partners LLC May 2013 - August 2013
GFT Markets May 2012 - August 2012
adMarketplace June 2011 - August 2011
Skills
Bloomberg Terminal, Bloomberg, Financial Modeling, PowerPoint, Microsoft Word, Access, English, Economics, Training, Finance, Trading, Capital Markets, Fixed Income
Education
The George Washington University 2011 — 2015
BBA, Finance
The London School of Economics and Political Science (LSE) 2013 — 2014
Economic History
West Orange High School 2007 — 2011
Related Companies January 2015 - Present
Related Companies February 2014 - Present
Related July 2012 - February 2014
Related October 2011 - July 2012
Jeffrey Modell Foundation 2011 - 2011
Fogel Neale Partners LLC 2009 - 2010
Skills
Microsoft Excel, Data Analysis, Management, PowerPoint, Microsoft Office, Marketing, Microsoft Word, Event Planning, Finance, Customer Service, Research, Facebook, Budgets, Outlook, Social Media
Education
Binghamton University
Bachelor of Science in Financial Economics
Yonsei University
Economics
Townsend Harris High School
High School
JPMorgan Chase Bank, N.A. May 2014 - Present
JPMorgan Chase Bank, N.A. November 2013 - April 2014
JPMorgan Chase Bank, N.A. November 2011 - November 2013
Fogel Neale Partners LLC June 2010 - November 2011
Plazter, Swergold Law Services June 2009 - August 2009
Wesier LLP CPA's June 2008 - August 2008
Equilease Financial Services May 2007 - August 2007
Education
Skidmore College 2006 — 2010
Bachelor of Arts, Management and Business-Economics
Fieldston High School 2002 — 2006
UNSW Australia
Citi June 2014 - Present
J.P. Morgan June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Fogel Neale Partners LLC May 2012 - June 2012
Skills
Equities, Portfolio Management, Hedge Funds, Microsoft Office, Microsoft Word, PowerPoint, Mutual Funds, Microsoft Excel, Research, Investments
Education
The George Washington University - School of Business
Finance and International Business
Fogel Neale Partners LLC October 2009 - Present
Consolidated Research LLC 2002 - December 2009
Thomson Institutional Services Inc. May 1990 - December 2002
First Call Corporation 1983 - 1995
Drexel Burnham Lambert Incorporated November 1968 - February 1990
US Navy September 1964 - December 1968
Skills
Equities, Fixed Income, Asset Managment, Derivatives, Wealth Management, Series 7, Hedge Funds, Securities, Capital Markets, FINRA, Alternative Investments, Trading, Investments, Private Equity, Equity Research, Series 63, Asset Management, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1970 — 1974
MBA, Finance
University of Notre Dame 1960 — 1964
BA, Economics
MediaCom April 2012 - Present
JPMorgan Chase February 2011 - April 2012
Moody's Corporation June 2010 - December 2010
Fogel Neale Partners LLC October 2009 - February 2010
Institute of International Research June 2008 - October 2009
Skills
Financial Analysis, Data Analysis, Bloomberg, Financial Modeling, Valuation, Economics, SAP, Microsoft Dynamics
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2009
BS, Finance
North End Options Strategies/ ML Options July 2013 - Present
Fiat Gold October 2011 - Present
Grafite Capital August 2010 - June 2013
Fogel Neale Partners LLC November 2009 - July 2010
Morgan Stanley 2008 - 2009
G-Town Laundry Delivery Service August 2007 - May 2008
NBCsports.com May 2007 - August 2007
Skills
Hedge Funds, Equities, Options, Portfolio Management, Commodity, Trading, Electronic Trading
Education
Georgetown University 2004 — 2008
BA, Psychology
Georgetown University 2004 — 2008
B.A, Psychology
Friends Academy
Howard college of Medicine Logistics AnalystAmerican Commodities Brokerage Co.May 2010 - August 2011
Fogel Neale Partners LLC June 2009 - March 2011
Karen Oliver & Associates August 2008 - June 2009
Skills
Trading, Commodity, Campaigns, Logistics, Wealth Management, Finance, Bloomberg, Equity Research, Series 7, Financial Modeling, Equities, Management, Valuation, Derivatives, Alternative Investments, Economics, Capital Markets, Private Equity, Investments, Hedge Funds, Due Diligence, Fixed Income, Risk Management
Education
Howard university college of medicine 2014 — 2018
Doctor of Medicine (M.D.)
Rutgers University 2011 — 2012
Post Bacc Pre Med
New York University 2006 — 2010
BA May 2010, Philosophy
Further Lane asset Management August 2010 - October 2013
Fogel Neale Partners LLC March 2010 - July 2010
Rutgers University September 2008 - May 2010
Birey Dershanesi September 2005 - January 2007
Inonu University 1999 - 2005
Skills
VBA, SQL, R, C++, Matlab, Bloomberg, Fixed Income, Trading
Education
Rutgers University-New Brunswick 2008 — 2010
MS, Mathematical Finance
2003 — 2005
MS, Mathematics
1999 — 2003
BS, Mathematics
Credit Suisse October 2014 - Present
HSBC July 2013 - September 2014
Lazard June 2012 - August 2012
Fogel Neale Partners LLC June 2011 - August 2011
Skills
Corporate Finance, Investments, Microsoft Excel, Bloomberg Terminal, Economics, PowerPoint, Research, Financial Analysis, Microsoft Office, Microsoft Word, Fundraising, Market Research, Investment Banking, Financial Modeling
Education
Columbia University in the City of New York 2009 — 2013
2013, Economics & Political Science
First Data Corporation June 2015 - Present
Fogel Neale Partners LLC February 2014 - December 2014
National Income Life Insurance May 2012 - January 2014
Platinum Agency September 2009 - May 2012
Skills
Leadership, Teamwork, Finance, Microsoft Office, Economics, Investments, Research, Public Speaking, Management, Analytical Skills, Strategic Planning, Customer Service, Sales, Data Analysis, SPSS, Accounting, Financial Analysis, Social Networking, Bloomberg Terminal, Stata, SQL language, Dashboarding, Insurance, Business Analysis, Matlab, Music Lover, SQL, Fast Thinker, Dashboard, Analysis, Time Management, Team Building, Team Leadership, Personal Lines Auto, R-program, Commercial Auto, Home Owners, PowerPoint
Education
City University of New York City College 2012 — 2015
Master of Arts (M.A.), Financial Economics
City University of New York City College 2005 — 2010
Bachelors in Financial Economics, Finance, Economics and Business Management
Oomnitza June 2014 - August 2014
NSM Securities October 2012 - March 2013
Fogel Neale Partners LLC July 2010 - March 2011
Enka Construction & Industry Co. June 2009 - August 2009
Skills
Financial Modeling, Portfolio Management, Microsoft Excel, Finance, Investments, Financial Analysis, Bloomberg Terminal, Fundamental Analysis, Asset Allocation, Technical Analysis, Value Investing, Valuation, Securities, Emerging Markets, Data Analysis, Equity Research, Trading, Equities, Market Research, Project Management, Strategic Planning, Strategy, Management, Microsoft Office
Education
University of California, Davis - Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), International Finance
Gabelli School of Business, Fordham University 2009 — 2012
Bachelors of Science, Major: Finance, Concentration: Management
University of Virginia 2007 — 2009
Tarsus American College 2003 — 2007
International Baccalaureate
No Strings Attached October 2010 - Present
PwC July 2013 - August 2013
Fogel Neale Partners, LLC June 2011 - August 2011
Moskowitz Jacobs Inc June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Research, PowerPoint, Analysis, Microsoft Word, Teaching, Public Speaking, Customer Service, Data Analysis, SPSS, Marketing Strategy, Statistics, Event Planning, Leadership, Social Media, Time Management, Teamwork, Editing, English
Education
SUNY Binghamton 2010 — 2013
B.S., Accounting, Management Information Systems
Netiv Aryeh 2009 — 2010
History, Law and Ancient Hebrew Literature