Global Financial Advisors

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Global Financial Advisors Employees

Employee
Years
Job
Industry
Tyler Cannon Tyler Cannon Bellingham, Washington Details
Tyler Cannon's Global Financial Advisors Experience January 2009 - April 2009
Job Lab Technician at Phillips 66
Industry Oil & Energy
Experience
Phillips 66 (Contractor)   October 2014 - Present
Fairhaven Runners and Walkers   August 2013 - October 2014
On Rice Thai Bistro   November 2011 - October 2014
Senske Lawn & Tree Care  June 2009 - August 2011
Global Financial Advisors   January 2009 - April 2009
Harold B. Lee Library (BYU)   October 2008 - April 2009

Skills
Microsoft Office, Customer Service, Biochemistry, Analytical Chemistry, Data Analysis, Microsoft Excel, Physical Chemistry, Organic Chemistry, Inorganic Chemistry, Laboratory Safety, Laboratory Techniques, Linear Regression, Quality Control, Sales, Retail, IR Spectroscopy

Education
Western Washington University   2011 — 2014
Bachelor of Science (BS), Chemistry

Brigham Young University   2004 — 2009
Bachelor of Science (BS), Finance

Doug Brewster Doug Brewster San Francisco, California Details
Doug Brewster's Global Financial Advisors Experience January 2008 - April 2008
Job Sr. Manager, Corporate FP&A at Okta, Inc.
Industry Computer Software
Experience
Okta, Inc.   February 2013 - Present
Credit Suisse  October 2010 - June 2012
Piper Jaffray  June 2008 - September 2010
Klymit   January 2009 - April 2009
Global Financial Advisors   January 2008 - April 2008
EscrowTech International, Inc.   May 2005 - December 2007

Skills
Financial Modeling, Valuation, Mergers, Business Strategy, Corporate Development, Private Equity, Financial Analysis, Venture Capital, Corporate Finance, Investment Banking, Due Diligence, Mergers & Acquisitions

Education
Brigham Young University   2004 — 2009
Bachelor of Science (B.S.), Finance

Christine Chun Christine Chun Greater Salt Lake City Area Details
Christine Chun's Global Financial Advisors Experience August 2011 - April 2012
Job Commercial Underwriter at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   July 2014 - Present
JPMorgan Chase  June 2012 - July 2014
JPMorgan Chase  July 2012 - September 2012
BYU Broadcasting  August 2008 - May 2012
Global Financial Advisors   August 2011 - April 2012
Bank of America / Merrill Lynch  August 2011 - December 2011
JPMorgan Chase & Co.   June 2011 - August 2011

Skills
Bloomberg Terminal, Bloomberg, Financial Modeling, Equity Research, Valuation, Financial Analysis, Statistics, Data Analysis, Economics, Investments, Accounting, Microsoft Excel, Analysis, Management, Leadership, Finance, Portfolio Management, Microsoft Office, Public Speaking, PowerPoint

Education
Brigham Young University   2007 — 2012
Bachelor of Science, Finance

'Iolani School   2003 — 2007

Anh Hoang Anh Hoang Salt Lake City, Utah Details
Anh Hoang's Global Financial Advisors Experience January 2010 - April 2012
Job Research Analyst at Wasatch Advisors
Industry Financial Services
Experience
Wasatch Advisors  May 2012 - Present
Global Financial Advisors   January 2010 - April 2012
Goldman Sachs  June 2011 - August 2011
Beneficial Life Insurance   September 2010 - December 2010
Craig Baugh's State Farm Insurance Agency   April 2010 - December 2010
Guest Services (BYU)   November 2009 - December 2010
Associated Student Council (ASC), Student Leadership   September 2008 - June 2009
Vietnamese Student Association  September 2008 - June 2009
College Activities Board, Student Leadership   September 2007 - June 2008

Skills
Microsoft Excel, VBA, Financial Modeling, Financial Statement..., Bloomberg, Equity Valuation, Vietnamese, Customer Service, Outlook, Access, Photoshop, Illustrator

Education
Marriott School of Management, Brigham Young University   2009 — 2012
Bachelor's degree, Finance, 3.88

Seattle Central Community College   2007 — 2009
Associate of Arts, Business, 3.98

Dalyn Bellingham Dalyn Bellingham Provo, Utah Details
Dalyn Bellingham's Global Financial Advisors Experience January 2015 - June 2015
Job Finance Student at BYU Marriott School of Management
Industry Management Consulting
Experience
Brigham Young University  August 2014 - Present
Crewe Capital  June 2015 - August 2015
Global Financial Advisors   January 2015 - June 2015
Highcrest Management Group  January 2015 - April 2015
Vivint  February 2014 - August 2014
Linsalata Capital Partners  December 2013 - April 2014
Church of Jesus Christ of Latter-day Saints  August 2011 - August 2013
Miracle Farm Ventures   April 2009 - August 2009

Skills
Research, Microsoft Excel, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teaching, Data Analysis, English, Windows, Outlook, SQL, VBA, HTML

Education
Brigham Young University - Marriott School of Management   2010 — 2016
Bachelor's degree, Finance, 3.94

Aaron New Aaron New Salt Lake City, Utah Details
Aaron New's Global Financial Advisors Experience August 2011 - May 2013
Job Junior Equity Analyst at Wasatch Advisors
Industry Financial Services
Experience
Wasatch Advisors  January 2014 - Present
Brigham Young University  January 2013 - December 2013
J.P. Morgan Asset Management   May 2013 - August 2013
Global Financial Advisors   August 2011 - May 2013
Westwood Global Investmeents   May 2012 - August 2012
Lift International  January 2011 - April 2011
CGCC  January 2010 - December 2010

Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Data Analysis, Mandarin, Bloomberg, PowerPoint, Research, Equity Research, Bloomberg Terminal, Equities

Education
Brigham Young University   2011 — 2013
Bachelor of Science, Accounting

Chandler/Gilbert Community College   2009 — 2010
Associate of Business, Finance and Accounting

Filipe Delvaux Filipe Delvaux Phoenix, Arizona Area Details
Filipe Delvaux's Global Financial Advisors Experience August 2010 - January 2012
Job Analyst at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management   July 2015 - Present
Goldman Sachs  May 2012 - June 2015
Global Financial Advisors   August 2010 - January 2012
Goldman Sachs  May 2011 - August 2011
Goldman Sachs  January 2011 - May 2011
Goldman Sachs  June 2010 - August 2010
Beneficial Financial Group  January 2010 - May 2010

Skills
Bloomberg, Financial Modeling, Bloomberg Terminal, Valuation, Financial Analysis, Investments, Equities, Equity Research, Fixed Income, Economics, Portfolio Management, Finance, Capital Markets, Corporate Finance, Leadership, Competitive Analysis, Asset Management, Securities

Education
Brigham Young University   2009 — 2012
Bachelor’s Degree, Business & Administration - Finance

Taylor Wilkins Taylor Wilkins New York, New York Details
Taylor Wilkins's Global Financial Advisors Experience January 2014 - April 2015
Job M&A Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse  July 2015 - Present
Global Financial Advisors   January 2014 - April 2015
Brigham Young University  January 2014 - April 2015
Credit Suisse  June 2014 - August 2014
CEA Capital Advisors   May 2013 - August 2013
BlackRock, Inc.   January 2013 - April 2013
Columbia West Capital  September 2012 - December 2012
KeyPoint Capital   May 2012 - August 2012
Beneficial Financial Group  January 2012 - April 2012
The Church of Jesus Christ of Latter-day Saints  May 2009 - May 2011

Skills
Microsoft Excel, PowerPoint, Teamwork, Financial Analysis, Banking, Research, Accounting, Leadership, Alternative Investments, Fixed Income, Financial Modeling, Microsoft Office

Education
Brigham Young University   2011 — 2015
Bachelor of Science, Finance

David McCleve David McCleve Greater Salt Lake City Area Details
David McCleve's Global Financial Advisors Experience September 2007 - April 2009
Job
Industry Financial Services
Experience
Bridge Investment Group Partners  July 2012 - Present
Bridge Investment Group Partners  July 2010 - June 2012
KellyConnect   September 2009 - July 2010
Brigham Young University  January 2009 - August 2009
Global Financial Advisors   September 2007 - April 2009
US Treasury  September 2008 - December 2008
PIMCO  June 2008 - August 2008
Merrill Lynch  September 2007 - December 2007

Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Investments, Private Equity, Analysis, Due Diligence, Research, Equity Research, Finance, Equities, DCF, Corporate Finance, Leadership, Asset Management, Mergers & Acquisitions, Portfolio Management, Real Estate, Venture Capital, Commercial Real Estate, Alternative Investments, Auditing, Business Valuation, Real Estate Economics, Bloomberg Terminal

Education
Brigham Young University   2003 — 2009
Undergraduate

Carl Fillerup Carl Fillerup Greater Salt Lake City Area Details
Carl Fillerup's Global Financial Advisors Experience January 2012 - December 2012
Job Business Data Analyst at University of Utah School of Medicine
Industry Financial Services
Experience
University of Utah School of Medicine  September 2015 - Present
Slouch Headwear   November 2013 - Present
C.R. England   January 2013 - September 2015
The Rudd Firm   August 2012 - February 2013
eBay  September 2012 - December 2012
Global Financial Advisors   January 2012 - December 2012
Praesideo Management   April 2012 - August 2012
State Farm Insurance  January 2012 - August 2012
Brigham Young University  February 2010 - January 2012
Beneficial Financial Group  August 2011 - December 2011

Skills
Entrepreneurship, Microsoft Excel, Financial Analysis, Investments, Financial Modeling, Bloomberg, Microsoft Office, Access, Research, Spanish, Leadership, Social Media, Economics, Excel, PowerPoint, Analysis, Data Analysis, Bankruptcy, Corporate Finance, Public Speaking, Ebay Sales, Blogging, Forecasting, Financial Reporting, Microsoft Word, Competitive Analysis, Fund Of Funds, Great Plains Software, Department Budgeting, Licensed Life Insurance..., Personal Financial..., Competitor Analysis, Non-Profits..., E-commerce, Microsoft SQL Server

Education
Brigham Young University   2006 — 2012
Bachelor of Science, Business Management: Finance Emphasis

Zachary Mangum Zachary Mangum Provo, Utah Area Details
Zachary Mangum's Global Financial Advisors Experience September 2007 - December 2007
Job Founder at Hit Labs
Industry Marketing and Advertising
Experience
Hit Labs   January 2015 - Present
Kickstart Seed Fund  November 2014 - March 2015
Qzzr   September 2014 - February 2015
Infusionsoft  December 2012 - October 2014
GroSocial   August 2010 - July 2014
Creditera  April 2013 - June 2014
FundingUniverse.com  March 2008 - October 2010
Global Financial Advisors   September 2007 - December 2007

Skills
Facebook, Social Media Marketing, Business Development, Start-ups, Social Media, Marketing, Business Strategy, SEO, Online Advertising, Product Marketing, Leadership, Small Business, Strategic Partnerships, Sales, New Business Development, Lead Generation, E-commerce, Online Marketing, Strategy, Sales Management, Due Diligence, Marketing Strategy

Education
Brigham Young University
Finance

Shraddha Chapagain Shraddha Chapagain San Francisco Bay Area Details
Shraddha Chapagain's Global Financial Advisors Experience January 2012 - April 2012
Job Tax Management Consultant
Industry Accounting
Experience
Deloitte  January 2013 - Present
Goldman Sachs  July 2012 - December 2012
Global Financial Advisors   January 2012 - April 2012
Beneficial Financial Group  September 2011 - December 2011
PwC  October 2009 - November 2009
Salem College  August 2008 - May 2009
Salem College  August 2007 - May 2008
Nabil Bank Ltd.   June 2006 - February 2007

Skills
Accounting, Excel, Microsoft Office, PowerPoint, Word, Access, Bloomberg, Financial Analysis, Income Tax, Equity Research, DCF Valuation, Microsoft Excel, Microsoft Word, Budgets, Valuation, Finance, Leadership

Education
Brigham Young University   2009 — 2012
Bachelor of Science, Accounting

Salem College   2007 — 2009

Jordan Meyer Jordan Meyer Greater Salt Lake City Area Details
Jordan Meyer's Global Financial Advisors Experience September 2008 - December 2008
Job Director of International Market Development
Industry Consumer Goods
Experience
Younique Products  June 2014 - Present
Younique Products  May 2014 - Present
Olympus  April 2014 - July 2014
Iroko Pharmaceuticals, LLC  November 2013 - April 2014
Eli Lilly and Company  February 2011 - September 2013
Ivory Homes  2010 - 2011
Market Street Capital Management   June 2010 - September 2010
National Capital Partners   May 2009 - August 2009
Global Financial Advisors   September 2008 - December 2008

Skills
Financial Analysis, Investments, Market Research, Pharmaceutical Sales, Valuation, Data Analysis, Sales, Biologics, Chronic Pain, Osteoporosis, Consultative Selling..., Real Estate Economics, Sales Presentations, Medical Devices, Selling, Psychiatry, Orthopedic, Sales Operations, Public Speaking

Education
Brigham Young University   2005 — 2010
Bachelor of Science (B.S.), Political Science, Business Strategy

Box Elder High School   2000 — 2003

Galina Warner Galina Warner Greater Seattle Area Details
Galina Warner's Global Financial Advisors Experience January 2010 - April 2010
Job Relationships Manager at Sound Financial Management, Inc.
Industry Financial Services
Experience
Sound Financial Management, Inc.   November 2010 - Present
Sound Financial Management   November 2010 - Present
Global Financial Advisors   January 2010 - April 2010
Brigham Young University  May 2009 - November 2009
Dolce-Vita Company   March 2006 - August 2006

Skills
Financial Modeling, Investments, Training, Analysis, Microsoft Excel, Portfolio Management, Financial Analysis, Credit Risk, Risk Management, Fixed Income, Equities, Corporate Finance, Valuation, Bloomberg, VBA, Finance, Hedge Funds, Capital Markets, Data Analysis

Education
Brigham Young University   2008 — 2010
BS Business Management, Finance

Brigham Young University
Bachelor of Science, Business Management; Finance

University of Washington
Master of Science, Computational Finance and Risk Management

Jordan Hughes Jordan Hughes New York, New York Details
Jordan Hughes's Global Financial Advisors Experience August 2008 - December 2008
Job Analyst at Taconic Capital
Industry Financial Services
Experience
Taconic Capital  May 2014 - Present
Goldman Sachs  July 2011 - May 2014
Beneficial Financial Group  January 2009 - April 2009
Global Financial Advisors   August 2008 - December 2008

Education
Brigham Young University   2008 — 2011
BS

Steve Funk Steve Funk New York, New York Details
Steve Funk's Global Financial Advisors Experience August 2012 - December 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs  July 2014 - Present
BYU Finance Society   August 2013 - April 2014
Global Financial Advisors   August 2012 - December 2013
Goldman Sachs  June 2013 - August 2013
BlackRock  August 2012 - December 2012
Peterson Partners  June 2012 - August 2012

Skills
Microsoft Office, Excel, Market Research, Bloomberg Terminal, Financial Modeling, Financial Analysis, Valuation, Equity Research, Microsoft Excel, Bloomberg, Finance, Economics, Corporate Finance, Investments, Alternative Investments, Equity Valuation, Business Valuation, Investment Banking

Education
Brigham Young University
Bachelor of Science, Finance

The Ohio State University

Burke Davis Burke Davis Greater Salt Lake City Area Details
Burke Davis's Global Financial Advisors Experience January 2010 - April 2012
Job Associate at Sorenson Capital
Industry Venture Capital & Private Equity
Experience
Sorenson Capital  August 2014 - Present
Samsung Electronics  August 2013 - July 2014
Citi  June 2012 - August 2013
Global Financial Advisors   January 2010 - April 2012
Macquarie  June 2011 - August 2011
U.S. Department of the Treasury   April 2010 - August 2010
Global Financial Services, Inc   May 2005 - December 2009

Education
Brigham Young University   2005 — 2012
Bachelors, Accounting

Andres Escobedo Andres Escobedo Provo, Utah Area Details
Andres Escobedo's Global Financial Advisors Experience August 2012 - December 2012
Job Associate Financial Planner at Capstone Capital Group
Industry Financial Services
Experience
Capstone Capital Group   May 2014 - Present
Capstone Capital Group   May 2013 - August 2013
Office of US Senator Maria Cantwell  January 2013 - April 2013
Global Financial Advisors   August 2012 - December 2012

Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Bloomberg Terminal, PowerPoint, Microsoft Word, Research, Analysis, Public Speaking, Spanish, Teamwork, Customer Service, Leadership

Education
Brigham Young University   2011 — 2014
Business Management: Finance Emphasis

Utah Valley University   2010 — 2011
Finance, General

Brigham Young University - Idaho   2005 — 2007
Construction Management

Colby Heiner Colby Heiner San Francisco Bay Area Details
Colby Heiner's Global Financial Advisors Experience August 2007 - December 2007
Job Product Marketing @ VMware
Industry Marketing and Advertising
Experience
VMware  August 2014 - Present
VMware  June 2013 - September 2013
Walmart Corporate Treasury   January 2011 - August 2012
Walmart  January 2009 - January 2011
Global Financial Advisors   August 2007 - December 2007
Signature Wealth Management   May 2007 - August 2007
Brigham Young University  January 2005 - June 2007

Skills
Financial Analysis, Corporate Finance, Strategic Planning, Minitab, SAP, Payment Industry, German, Strategy, Management, Finance, Product Marketing, Product Management, Product Strategy, Cloud Computing, Cloud Marketing, Collaboration, Win/Loss Analysis, Market Sizing, Business Relationship...

Education
UCLA Anderson School of Management   2012 — 2014
Master of Business Administration (MBA)

Brigham Young University   2002 — 2008
Bachelor, Business Management/Finance

Milan KC Milan KC Greater New York City Area Details
Milan KC's Global Financial Advisors Experience August 2010 - December 2010
Job Product Control
Industry Financial Services
Experience
Mitsubishi UFJ Securities (USA), Inc.   September 2015 - Present
PwC  September 2012 - Present
Brigham Young University  August 2010 - December 2011
Global Financial Advisors   August 2010 - December 2010
Portfolio Advisors, LLC  August 2010 - December 2010
Ensign Peak Advisors  January 2010 - April 2010
Seton Hill University  2007 - 2008

Skills
Private Equity, Microsoft Word, Investments, Portfolio Management, Valuation, Strategic Financial..., Financial Modeling, Microsoft Excel, Microsoft Office, Financial Analysis, Finance

Education
Brigham Young University   2009 — 2011
Bachelors in Finance, Finance

Seton Hill University   2007 — 2008

James Knab James Knab Austin, Texas Area Details
James Knab's Global Financial Advisors Experience September 2007 - December 2007
Job Marketing Sr. Manager Software
Industry Information Technology and Services
Experience
Dell  April 2014 - Present
Dell  March 2011 - April 2014
Dell  September 2010 - March 2011
Dell  March 2010 - September 2010
Dell  September 2009 - March 2010
Dell, Inc  February 2009 - September 2009
Deseret Mutual Benefit Administrators  May 2008 - September 2008
Global Financial Advisors   September 2007 - December 2007
China Hong Kong Mission of the Church of Jesus Christ of Latter-day Saints   April 2004 - May 2006

Skills
Marketing, Strategy, Leadership, Business Strategy, Mandarin, Enterprise Software, Management, Fluent in..., Financial Analysis, Business Analysis, Eagle Scout

Education
Brigham Young University   2003 — 2008
BS, Finance

Calvin Funk Calvin Funk Washington D.C. Metro Area Details
Calvin Funk's Global Financial Advisors Experience September 2010 - December 2010
Job Summer Associate at Morrison & Foerster LLP.
Industry Higher Education
Experience
Morrison & Foerster LLP  May 2014 - Present
University of Virginia School of Law  August 2012 - Present
University of Virginia School of Law  May 2013 - Present
Huntington Learning Center  September 2011 - January 2012
Mayo Clinic  June 2011 - August 2011
Brigham Young University  January 2011 - April 2011
Brigham Young University  September 2010 - April 2011
Global Financial Advisors   September 2010 - December 2010
Mitt Romney's Free and Strong America PAC   July 2010 - August 2010

Skills
Economics, Stata, Research, Bloomberg, Microsoft Excel, Valuation, Financial Modeling, PowerPoint, Financial Analysis, Public Speaking, Microsoft Word, Statistics, Microsoft Office, Data Analysis, Teaching

Education
Georgetown University   2011 — 2011
Visiting Student, Economics

Brigham Young University   2006 — 2011
BS, Economics

University of Virginia School of Law

Jeff Jenkins Jeff Jenkins San Francisco Bay Area Details
Jeff Jenkins's Global Financial Advisors Experience September 2009 - April 2010
Job Audit Manager at Deloitte
Industry Accounting
Experience
Deloitte  August 2014 - Present
Deloitte  September 2012 - August 2014
Deloitte and Touche  September 2010 - September 2012
Brigham Young University  August 2009 - May 2010
Global Financial Advisors   September 2009 - April 2010
Deloitte & Touche  June 2009 - August 2009
Brigham Young University  April 2008 - May 2009

Skills
Financial Accounting, External Audit, Excel, US GAAP, Technical Accounting..., Accounting, Revenue Recognition, Stock Compensation, Equity Valuation, Fundamental Analysis, Equity Research, Technical Writing

Education
Brigham Young University   2009 — 2010
Masters, Accounting

Brigham Young University   2003 — 2009
Bachelor's degree, Accounting

Colton Burr Colton Burr Provo, Utah Area Details
Colton Burr's Global Financial Advisors Experience January 2009 - May 2009
Job Fund Manager at Vivint Solar
Industry Capital Markets
Experience
Vivint Solar  June 2014 - Present
Beneficial Financial Group  April 2013 - April 2014
Credit Suisse  July 2011 - September 2012
Citigroup  June 2010 - August 2010
Yehu Microfinance   May 2009 - July 2009
Global Financial Advisors   January 2009 - May 2009
Merrill Lynch  September 2008 - December 2008
AmericanWest Bank  May 2007 - June 2008

Skills
Investment Banking, Credit, Fixed Income, Equities, Equity Research, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Portfolio Management, Investments, Capital Markets, Due Diligence, Business Valuation, LBO, Bloomberg

Education
Brigham Young University   2006 — 2010
Bachelor of Science, Business Administration; Corporate Finance

Benjamin Sain Benjamin Sain Greater Salt Lake City Area Details
Benjamin Sain's Global Financial Advisors Experience January 2011 - August 2013
Job Research Analyst at Wasatch Advisors
Industry Financial Services
Experience
Wasatch Advisors  April 2013 - Present
Global Financial Advisors   January 2011 - August 2013
Westwood Global Investments  January 2012 - March 2012
Beneficial Financial Group  January 2011 - April 2011
The Church of Jesus Christ of Latter Day Saints  August 2005 - August 2007

Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Equity Research, Business Valuation, DCF, Equity Valuation, Equities, Investments, Microsoft Office

Education
Brigham Young University   2010 — 2013
Bachelor of Science, Business Management; Corporate Finance, 3.64

Jameson Wells Jameson Wells Greater New York City Area Details
Jameson Wells's Global Financial Advisors Experience August 2010 - December 2010
Job Audit Assistant at Deloitte
Industry Accounting
Experience
Deloitte  September 2015 - Present
University at Albany  August 2013 - May 2015
Deloitte & Touche, LLP   June 2014 - July 2014
LeverPoint Management, LLC  January 2014 - May 2014
The Ayco Company, L.P.   May 2011 - August 2013
Global Equity Fund  January 2011 - April 2011
Global Financial Advisors   August 2010 - December 2010
Raymond James Financial Services, Inc.   May 2010 - September 2010

Skills
Series 7, Microsoft Excel, Bloomberg, Equity Research, Financial Accounting, Financial Statement..., Microsoft Office

Education
State University of New York at Albany
Master of Science, Accounting

Brigham Young University
Bachelor of Science, Business Management: Finance

James Pierce James Pierce New York, New York Details
James Pierce's Global Financial Advisors Experience August 2006 - April 2008
Job Product & Strategy at nTangle
Industry Investment Banking
Experience
nTangle   October 2014 - Present
ImmiGreat.us   April 2013 - October 2014
Waller Capital Partners  September 2009 - May 2013
Credit Suisse  July 2008 - August 2009
University Venture Fund  December 2006 - April 2008
Global Financial Advisors   August 2006 - April 2008
Credit Suisse  March 2007 - August 2007
America's Freedom Foundation   April 2003 - April 2007

Skills
Private Equity, Venture Capital, Investment Banking, Investments, Mergers, Finance, Entrepreneurship, Start-ups, Accounting, Spanish, Business Services, Networking, Mergers & Acquisitions, Equities, Financial Analysis, Corporate Finance, Financial Modeling, Strategy, Valuation

Education
General Assembly   2014 — 2014
Product Management

Brigham Young University
Bachelors

Cory Blomquist Cory Blomquist Gilbert, Arizona Details
Cory Blomquist's Global Financial Advisors Experience August 2010 - December 2010
Job Resident, Redwoods Leadership Development Program at DaVita Healthcare Partners, Inc.
Industry Hospital & Health Care
Experience
DaVita Healthcare Partners, Inc.   May 2015 - Present
University of Michigan  August 2012 - May 2015
Concentra  May 2014 - August 2014
Ensign Services - Victoria Care Center   May 2013 - May 2014
University of Michigan  September 2012 - May 2013
Wells Fargo  April 2010 - September 2011
Global Financial Advisors   August 2010 - December 2010

Skills
Data Analysis, Microsoft Excel, Financial Analysis, Statistics, Economics, Healthcare Management, US Healthcare, Financial Modeling, Healthcare improvement, Healthcare, Research, Operations Management, Nursing Home..., Long-term Care, Financial Accounting, Data Research, Customer Service..., Retail Banking

Education
University of Michigan   2012 — 2015
Master of Business Administration (MBA), Master of Health Services Administration (MHSA)

Brigham Young University   2004 — 2011
BS Management and Finance

Tailor Ford Tailor Ford Greater San Diego Area Details
Tailor Ford's Global Financial Advisors Experience January 2015 - Present
Job Finance Manager at Avenue Home Care
Industry Financial Services
Experience
Avenue Home Care   June 2015 - Present
Global Financial Advisors   January 2015 - Present
Orion Management Group   March 2015 - June 2015
Flexsim Software Products, Inc.   August 2014 - December 2014
Islands Restaurants  May 2014 - August 2014

Skills
PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Microsoft Office, Sales, Financial Analysis, Financial Planning, Financial Statement..., Teamwork, Time Management, Data Entry, Social Media, Outlook, Management, Data Analysis, Research, Leadership, Public Speaking

Education
Brigham Young University - Marriott School of Management   2012 — 2016
Bachelor's Degree, Finance, General, 3.5

La Costa Canyon   2008 — 2012

Andrew McKinley Andrew McKinley New York, New York Details
Andrew McKinley's Global Financial Advisors Experience January 2014 - April 2014
Job Investment Banking Summer Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse  June 2015 - August 2015
York Capital Management  May 2014 - August 2014
BlackRock  January 2014 - April 2014
Global Financial Advisors   January 2014 - April 2014

Skills
Time Management, Training, Research, Critical Thinking, Teaching, Access, Financial Reporting, Financial Analysis, Equity Research, Data Analysis, Capital Markets, Analysis, Alternative Investments

Education
Brigham Young University   2010 — 2016
Finance, General

Ben Fletcher Ben Fletcher San Francisco Bay Area Details
Ben Fletcher's Global Financial Advisors Experience 2010 - 2010
Job Corporate Development at Google
Industry Internet
Experience
Google  2014 - Present
Apple  2012 - 2014
PricewaterhouseCoopers  2011 - 2011
Full Contact Sports LLC   2010 - 2011
Global Financial Advisors   2010 - 2010
Celfin Capital  2010 - 2010
Dell  2010 - 2010
Brigham Young University  2008 - 2010

Skills
Financial Analysis, Accounting, Valuation, Financial Modeling, Financial Accounting, Microsoft Excel, Spanish, Auditing, Equity Research, Financial Reporting, Bloomberg, Leadership, Asset Management, Economics, Finance, Data Analysis, Strategy, Microsoft Office

Education
Brigham Young University
Bachelor of Science, Accounting

Collin Robinson Collin Robinson Greater Salt Lake City Area Details
Collin Robinson's Global Financial Advisors Experience September 2011 - December 2011
Job Credit Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  January 2012 - Present
Global Financial Advisors   September 2011 - December 2011
Beneficial Financial Group  August 2010 - December 2011
DFP Advisors   May 2011 - August 2011
Flathead Equity Partners   May 2010 - December 2010

Skills
Portfolio Management, Analysis, Finance, Financial Analysis, Microsoft Excel, Equities, Leadership, Microsoft Office, Financial Modeling, PowerPoint, Bloomberg

Education
Brigham Young University   2009 — 2011
Bachelor of Science, Business Management; Finance

University of Utah   2006 — 2009

Matthew Gale Matthew Gale Provo, Utah Area Details
Matthew Gale's Global Financial Advisors Experience January 2015 - June 2015
Job Investor Liaison at The Wayne Brown Institute
Industry Investment Banking
Experience
The Wayne Brown Institute  October 2014 - Present
WhiteCanyon Software, Inc.   February 2015 - Present
Global Financial Advisors   January 2015 - June 2015
Micro-enterprise Partners   September 2014 - January 2015
Orbit Irrigation Products, Inc.   January 2014 - April 2014
Zumiez  September 2008 - April 2011

Skills
Strategy, Sales, Start-ups, Business Development, Marketing Strategy, Entrepreneurship, Business Strategy, Public Speaking, Leadership, Microsoft Office, Microsoft Excel, Marketing, Market Research, Management, PowerPoint, Strategic Planning, Social Networking, Social Media Marketing, Microsoft Word, Nonprofits, Social Innovation, Business Innovation, Social Entrepreneurship, Investments, Finance, Sales Management, Negotiation, Customer Service, Team Leadership, Financial Modeling, Research, Financial Analysis, Training

Education
Brigham Young University   2014 — 2016
Bachelor of Arts (B.A.), 3.82

Tim Zenger Tim Zenger Provo, Utah Area Details
Tim Zenger's Global Financial Advisors Experience September 2007 - December 2007
Job ✪ Saving lives & improving healthcare by measuring vendor technology performance & service delivery✪
Industry Information Technology and Services
Experience
KLAS  April 2014 - Present
Lendio  March 2014 - April 2014
Piper Jaffray  July 2011 - March 2014
Goldman Sachs  January 2008 - June 2011
FundingUniverse now Lendio   April 2007 - January 2008
Global Financial Advisors   September 2007 - December 2007
Novell  March 2007 - August 2007
Global Financial Advisors   January 2007 - April 2007
The Church of Jesus Christ of Latter-day Saints  December 2001 - December 2003
Simply Landscaping   May 1997 - October 2001

Skills
Influencer, Analysis, Innovation, Problem Solving, Process Improvement, Microsoft Excel, Public Speaking, Healthcare Information..., Research, PowerPoint, Start-ups, Venture Capital, Asset Management, Bloomberg, Investments, Investment Banking, Microsoft Word, Management, Financial Analysis, Financial Modeling, Securities, Bonds, Series 7, Equities, Fixed Income, Valuation

Education
University of Utah - David Eccles School of Business   2010 — 2012
Masters Business Administration

Brigham Young University   2004 — 2007
BS, Finance

Pomona High School   1998 — 2001

Connor Whitlock Connor Whitlock Provo, Utah Details
Connor Whitlock's Global Financial Advisors Experience March 2015 - June 2015
Job Acquisitions Analyst Intern at Peak Capital Partners
Industry Real Estate
Experience
Peak Capital Partners  September 2015 - Present
Sunstone Properties Trust   June 2015 - August 2015
Global Financial Advisors   March 2015 - June 2015
Robert Wheatley Properties   June 2014 - August 2014
Staples Realty   January 2014 - April 2014
Pacific Commercial Management   June 2013 - August 2013

Skills
Public Speaking, PowerPoint, Microsoft Excel, Leadership, Microsoft Office, Management, Microsoft Word, Real Estate Development, Marketing, Spanish, Teaching, Teamwork, Customer Service, Project Management, Real Estate, Property, Social Media

Education
Brigham Young University
BS, Business Administration and Management, General

Taylor Harrington, CFA Taylor Harrington, CFA Salt Lake City, Utah Details
Taylor Harrington, CFA's Global Financial Advisors Experience September 2010 - April 2011
Job Senior Analyst at Ensign Peak Advisors
Industry Investment Management
Experience
Ensign Peak Advisors  August 2014 - Present
Ensign Peak Advisors  March 2013 - August 2014
Goldman Sachs  June 2011 - March 2013
Global Financial Advisors   September 2010 - April 2011
Goldman Sachs  June 2010 - August 2010
Alta Venture Partners   August 2009 - December 2009

Skills
Series 7, Series 63, Series 86, Series 87, Financial Modeling, Valuation, Investments, Bloomberg, Equities, Spanish, Excel, Financial Analysis, Statistics, Word, Research, PowerPoint, Equity Research, Business Valuation, Accounting, Microsoft Office, Economics, Analysis, Market Research, Financial Accounting, Problem Solving, Data Analysis, Equity Valuation, Fundamental Analysis, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Leadership, FINRA, Due Diligence, DCF

Education
Brigham Young University - Marriott School of Management   2008 — 2011
Bachelor of Science (B.S.), Business Management - Finance

CFA Institute
Chartered Financial Analyst

University of Colorado Boulder - Leeds School of Business   2005 — 2005
BS, Finance

David Andrew David Andrew Orange County, California Area Details
David Andrew's Global Financial Advisors Experience January 2010 - April 2011
Job Associate at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan   July 2015 - Present
J.P. Morgan   May 2013 - July 2015
LAPA Investment Counsel   October 2012 - May 2013
The Capital Group  January 2012 - October 2012
Merrill Lynch  August 2011 - December 2011
Alta Capital Management  May 2011 - August 2011
Global Financial Advisors   January 2010 - April 2011
Ameriprise Financial  May 2010 - August 2010

Skills
Valuation, Equities, Investments, DCF, Morningstar, Mutual Funds, Financial Modeling, Bloomberg, Bloomberg Terminal, Economics, Financial Analysis, Stocks, Equity Research, Brazilian Portuguese, Alternative Investments, Asset Management, Capital Markets, Investment Management, Hedge Funds, Wealth Management, Financial Statement..., Portfolio Management, Private Equity, Fixed Income, Investment Strategies, Series 7, Leadership, Equity Valuation, Series 63, Financial Services, Asset Allocation

Education
Brigham Young University   2005 — 2011
Bachelor of Science (BS), Business Management - Finance Emphasis

Global Business Study Abroad

Brad Barrett Brad Barrett Dallas/Fort Worth Area Details
Brad Barrett's Global Financial Advisors Experience September 2007 - December 2007
Job Business Advisory Services Manager at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP  August 2014 - Present
Grant Thornton LLP  January 2009 - July 2014
Utah Science Technology and Research   November 2007 - December 2008
Global Financial Advisors   September 2007 - December 2007
Sunroc Corporation  January 2005 - November 2007

Skills
IT Audit, Risk Assessment, SAS70, Project Management, Auditing, Information Technology, SSAE 16, CISA, Training, Microsoft Office, Business Strategy, Internal Controls, Strategy, Spanish, Business Process, Vendor Management

Education
Brigham Young University   2005 — 2009
BS, Management, Strategy

Trevor Maddux Trevor Maddux Santa Monica, California Details
Trevor Maddux's Global Financial Advisors Experience September 2007 - December 2009
Job VP of Business Development at Well, Inc.
Industry Computer Software
Experience
Well   September 2015 - Present
Vivint  December 2005 - September 2015
Global Financial Advisors   September 2007 - December 2009
Vector Marketing  June 2002 - June 2003

Skills
Sales Skills Training, Sales Management, Account Management, Direct Sales, Financial Analysis, Personnel Recruiting, Equity Research, Spanish, Real Estate Investment, Systems Management, Organizational..., Customer Service, Selling Skills, Management, Start-ups, Entrepreneurship, Marketing Strategy, Marketing, Personnel Selection, Training, Sales Process, Recruiting, Investment Properties, Sales, Team Building, Leadership, Team Leadership

Education
Brigham Young University   2002 — 2008
Economics, Finance, Mathmatics, B.A. in Economics

AHS   1999 — 2002

Scott Crockett, CFA Scott Crockett, CFA San Francisco Bay Area Details
Scott Crockett, CFA's Global Financial Advisors Experience January 2010 - April 2010
Job Vice President at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation  April 2015 - Present
Valuation Research Corporation  June 2013 - April 2015
Valuation Research Corporation  June 2010 - June 2013
Global Financial Advisors   January 2010 - April 2010
Pacific Crest Securities  May 2009 - August 2009
Beneficial Financial Group  January 2009 - April 2009

Skills
M&A analysis, Financial Modeling, Valuation, Equity Valuation, Bloomberg, Equities, Capital IQ, Finance, Financial Statement..., Financial Reporting, Analysis, Equity Research, Business Valuation, Bloomberg Terminal, DCF, Financial Analysis

Education
Brigham Young University   2004 — 2010
Bachelor, Business Management - Finance

Andrew Bonin Andrew Bonin Greater New York City Area Details
Andrew Bonin's Global Financial Advisors Experience September 2012 - April 2013
Job Equity Research Analyst at Goldman Sachs
Industry Research
Experience
Goldman Sachs  May 2015 - Present
Goldman Sachs  June 2013 - May 2015
Global Financial Advisors   September 2012 - April 2013
Duff & Phelps  June 2012 - August 2012
Merrill Lynch  January 2012 - June 2012
Merrill Lynch  July 2011 - August 2011

Skills
DCF Valuation, Relative Valuation, Bloomberg Terminal, Capital IQ, DCF, Valuation, Equities, Financial Analysis, Equity Research

Education
Brigham Young University   2008 — 2013
Bachelor of Science (B.S.), Business Management with an Emphasis in Finance

Andrew Coleman, ERP Andrew Coleman, ERP New York, New York Details
Andrew Coleman, ERP's Global Financial Advisors Experience August 2009 - January 2010
Job Consultant at Deloitte
Industry Financial Services
Experience
Deloitte  September 2012 - Present
EuroPacific Capital   January 2012 - September 2012
Coleman Industries LLC   February 2010 - July 2011
Global Financial Advisors   August 2009 - January 2010
BYU Technology Transfer Office   January 2008 - April 2009
The Church of Jesus Christ of Latter-day Saints  March 2004 - March 2006

Skills
Financial Modeling, Analysis, Valuation, Data Analysis, Microsoft Office, Economics, Public Speaking, Microsoft Excel, Management, Entrepreneurship, Finance, Venture Capital, Research, Start-ups, Statistics, Financial Analysis, Business Planning, Portfolio Management, Derivatives, Equities, Corporate Finance, Market Research, Leadership, Java, Stata, Bloomberg Terminal, Econometrics, Business Strategy, Consulting

Education
Brigham Young University   2006 — 2011
BS, Economics

Brynn Bacon Brynn Bacon Greater Seattle Area Details
Brynn Bacon's Global Financial Advisors Experience August 2009 - December 2009
Job Options Trader | Dog Trainer
Industry Professional Training & Coaching
Experience
Self Employed  January 2014 - Present
Furry Guys Dog Training   August 2013 - Present
East Bay SPCA  January 2013 - May 2013
Duff & Phelps  September 2010 - January 2013
Clearwater Analytics  January 2010 - September 2010
Brigham Young University  August 2009 - December 2009
Global Financial Advisors   August 2009 - December 2009
International Language Programs  January 2008 - June 2008
ILP   August 2007 - December 2007
International Language Programs  January 2007 - July 2007

Skills
Investments, Program Management, Bloomberg, Microsoft Word, Valuation, Microsoft Excel, Data Analysis, Financial Modeling, Financial Analysis, Microsoft Office, Capital Markets, Business Strategy, Research, Competitive Analysis, Asset Management, Finance, Investment Banking, Business Analysis, Management, PowerPoint, Customer Service, Process Improvement, Analysis, Spanish, Portfolio Management, Corporate Finance, Accounting, Public Speaking, Private Equity, Business Development, English, Financial Reporting, Leadership, Team Leadership, Training

Education
Dog Training Internship Academy   2013 — 2013
Certificate of Behavior Consultation and Training, Animal Behavior

Brigham Young University   2005 — 2009
BS, Finance

Brad Schramm Brad Schramm Provo, Utah Area Details
Brad Schramm's Global Financial Advisors Experience January 2008 - April 2008
Job Team Lead at Qualtrics
Industry Market Research
Experience
Qualtrics  January 2015 - Present
Qualtrics  January 2014 - December 2014
Qualtrics  January 2013 - December 2014
Qualtrics  August 2011 - January 2013
Wells Fargo Advisors  January 2011 - August 2011
Walt Disney World  2009 - 2010
Global Financial Advisors   January 2008 - April 2008

Skills
Sales, Strategy, Market Research, Data Analysis, Leadership, Business Development, Analytics, Corporate Finance, Salesforce.com, Financial Modeling, Financial Analysis

Education
Brigham Young University   2006 — 2009
Bachelor of Science, Business Management; Finance

Eastern Arizona College   2004 — 2006
Associates, Business Management

Evan Nuttall Evan Nuttall Scottsdale, Arizona Details
Evan Nuttall's Global Financial Advisors Experience January 2013 - December 2014
Job Associate Portfolio Manager at Stoker Ostler, a part of BMO Financial Group
Industry Financial Services
Experience
Stoker Ostler Wealth Advisors  January 2015 - Present
Net Worth Advisory Group   May 2014 - December 2014
Global Financial Advisors   January 2013 - December 2014
Johnson & Johnson  June 2013 - January 2014
Provo Missionary Training Center  August 2011 - May 2013

Skills
Bloomberg Terminal, Financial Modeling, Equity Valuation, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Economics, Valuation, Market Research, Investments, Strategic Financial..., Equity Research, Equities, Analysis, Data Analysis

Education
Brigham Young University   2008 — 2014
BS, Finance, General

King Chun Hung King Chun Hung San Francisco Bay Area Details
King Chun Hung's Global Financial Advisors Experience September 2012 - December 2014
Job Financial Analyst
Industry Financial Services
Experience
Bank of America Merrill Lynch  September 2014 - Present
Global Financial Advisors   September 2012 - December 2014
CFA Institute  December 2013 - February 2014
Alta Capital Management  June 2013 - August 2013
Beneficial Financial Group  September 2012 - May 2013
Yves Rocher  May 2009 - May 2010

Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Bloomberg Terminal, Microsoft Word, Data Analysis, Microsoft Office, Research, Public Speaking, Access, Finance, Valuation, Economics, Bloomberg, Equity Research, Corporate Finance, Portfolio Management, Capital Markets, Investments, Equities, DCF, Analysis, Strategy, Fixed Income

Education
Brigham Young University
B.S, Business Management, Finance

Harvard University

Ryan Makahilahila Ryan Makahilahila Provo, Utah Details
Ryan Makahilahila's Global Financial Advisors Experience January 2015 - April 2015
Job Intern Analyst at Aries Capital Partners
Industry Investment Banking
Experience
Aries Capital Partners   May 2015 - Present
Raymond James Financial Inc.  November 2014 - Present
ProPay  November 2014 - Present
Accretive Capital Management  May 2015 - August 2015
The Wayne Brown Institute  October 2014 - July 2015
Global Financial Advisors   January 2015 - April 2015
Flexsim Software Products, Inc.   September 2014 - December 2014
Brigham Young University  January 2013 - October 2014

Skills
Spanish, Public Speaking, Teaching, Data Analysis, Research, Statistics, Microsoft Excel, Financial Modeling, Social Media, Management, Microsoft Office, Leadership, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Team Leadership, Training, Market Research

Education
Brigham Young University   2013 — 2016
Finance

Jacob Gwilliam Jacob Gwilliam Tulare, California Details
Jacob Gwilliam's Global Financial Advisors Experience September 2007 - April 2008
Job Project Manager at Tulare Ag Products
Industry Farming
Experience
Tulare Ag Products   January 2013 - Present
Goldman Sachs  March 2010 - January 2013
Brigham Young University  December 2007 - January 2010
Citigroup  July 2008 - December 2008
Global Financial Advisors   September 2007 - April 2008
Sanmina-SCI  2007 - 2007

Skills
Credit Risk, Analysis, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investments, Finance

Education
Brigham Young University   2002 — 2009
Bachelor of Science (B.S.), Business Management, Finance

Bradley McMullin Bradley McMullin Greater San Diego Area Details
Bradley McMullin's Global Financial Advisors Experience January 2011 - April 2013
Job Research Associate at Brandes Investment Partners
Industry Investment Management
Experience
Brandes Investment Partners  August 2013 - Present
Huntsman  May 2013 - July 2013
Brigham Young University  August 2012 - April 2013
Global Financial Advisors   January 2011 - April 2013
Marriott International  June 2012 - August 2012
Merrill Lynch Private Banking and Investment Group  August 2011 - April 2012

Skills
Valuation, Leadership, Financial Modeling, Investments

Education
Brigham Young University
Finance

Ryan Hutchins Ryan Hutchins San Francisco Bay Area Details
Ryan Hutchins's Global Financial Advisors Experience August 2012 - January 2013
Job CPA Pending paperwork
Industry Accounting
Experience
Deloitte Tax LLP  July 2014 - Present
Deloitte Tax LLP  January 2014 - April 2014
Global Financial Advisors   August 2012 - January 2013
Atlantic Trust  August 2012 - December 2012
The Church of Jesus Christ of Latter-day Saints  September 2011 - December 2011
Northgate Capital  July 2010 - July 2011
The Church of Jesus Christ of Latter-day Saints  May 2009 - August 2009
Novogradac & Company LLP  June 2007 - August 2008

Skills
Microsoft Excel, Accounting, Bloomberg Terminal, VBA, Valuation, Team Leadership, PowerPoint, Financial Modeling, Analysis, Financial Analysis, Economics, Equity Valuation, Team-oriented, Business Development, Access, Financial Statements, Microsoft Office, Microsoft Word, Public Speaking, Leadership, Research, US GAAP, Tax

Education
Santa Clara University - Leavey School of Business   2013 — 2013
Certificate of Advanced Accounting Program, Accounting, 3.96/4.0

Marriott School of Management at Brigham Young University   2008 — 2013
BS, Finance, 3.82/4.00

European Business   2011 — 2011
International Business, 4.0/4.0

Aaron Thomas Aaron Thomas Greater New York City Area Details
Aaron Thomas's Global Financial Advisors Experience September 2012 - December 2012
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2013 - Present
Merrill Financial Associates  January 2013 - June 2013
Global Financial Advisors   September 2012 - December 2012
Morgan Stanley  June 2012 - August 2012
Merrill Financial Associates  April 2011 - May 2012
Brigham Young University  January 2012 - April 2012
Brigham Young University  September 2010 - August 2011
Rhomobile   January 2011 - April 2011
The Church of Jesus Christ of Latter-day Saints  January 2008 - January 2010

Skills
Financial Modeling, Valuation, Bloomberg, Portfolio Management, VBA, Analysis, Mutual Funds, Financial Analysis, Microsoft Excel, Corporate Finance, Data Analysis, Economics, Finance, Investment Banking, Microsoft Office, PowerPoint

Education
Brigham Young University   2006 — 2012
Bachelor of Science (B.S.), Business Management, Finance emphasis, Summa Cum Laude

Kingwood High School   2002 — 2006

Chathura Rathnakumara Chathura Rathnakumara Greater New York City Area Details
Chathura Rathnakumara's Global Financial Advisors Experience January 2011 - April 2011
Job AVP Credit Risk Management
Industry Financial Services
Experience
Credit Suisse  March 2015 - Present
Citigroup  June 2012 - February 2015
Citigroup  June 2011 - August 2011
Lunt Capital Management   January 2011 - April 2011
Global Financial Advisors   January 2011 - April 2011
Accretive Capital Partners   September 2010 - December 2010

Skills
Valuation, Financial Modeling, Investments, Finance, Risk Management, Portfolio Management, Microsoft Excel, Competitive Analysis, Financial Analysis, Economics, Management, Hedge Funds, Financial Risk, Mutual Funds, Loans, Investment Banking, Bloomberg Terminal, Entertainment Industry, Banking, Corporate Finance, Bloomberg, Equities, DCF, Credit Analysis

Education
Brigham Young University   2008 — 2012
Bachelor of Science, Finance (Business Management)

Benjamin Steed Benjamin Steed San Francisco, California Details
Benjamin Steed's Global Financial Advisors Experience August 2010 - April 2011
Job Financial Analyst at Merrill Lynch PBIG
Industry Financial Services
Experience
Merrill Lynch  May 2011 - Present
Merrill Lynch  January 2011 - April 2011
Global Financial Advisors   August 2010 - April 2011
McIntosh Communications  February 2007 - November 2007
APX Alarm Security Solutions Inc.  May 2005 - August 2006

Education
Brigham Young University   2007 — 2011
Bachelor of Science, Business Management, Concentration in Finance

Neil Whitehead Neil Whitehead New York, New York Details
Neil Whitehead's Global Financial Advisors Experience January 2009 - April 2009
Job
Industry Financial Services
Experience
Goldman Sachs Asset Management - Alternative Investments & Manager Selection (AIMS)   January 2010 - Present
University Venture Fund  May 2009 - January 2010
Xeromax Sciences   January 2009 - January 2010
Brigham Young University  May 2009 - December 2009
Western Wats  August 2008 - December 2009
Global Financial Advisors   January 2009 - April 2009

Education
Brigham Young University   2006 — 2009
BS, Finance

Sara Bateman Sara Bateman Houston, Texas Area Details
Sara Bateman's Global Financial Advisors Experience August 2010 - December 2010
Job Staff Accountant at Global Sleep
Industry Hospital & Health Care
Experience
Neighborhood Centers Inc.  January 2012 - Present
Global Sleep  September 2013 - October 2014
Brigham Young University  August 2008 - January 2011
Global Financial Advisors   August 2010 - December 2010
Missionary Training Center  January 2009 - August 2009
Dixie State College  June 2007 - June 2008
The Church of Jesus Christ of Latter-day Saints: Mongolian Service Center   November 2004 - August 2006
The Church of Jesus Christ of Latter-day Saints  April 2003 - November 2004

Skills
Microsoft Excel, Bloomberg, VBA, Accounting, Equities, PowerPoint, Microsoft Word, Leadership, Management, Budgets, Financial Modeling, Financial Analysis, Customer Service, QuickBooks, Analysis, Event Planning, Financial Reporting, Project Management, Public Speaking, Access, Teaching, Outlook, Financial Accounting

Education
Brigham Young University   2008 — 2010
Business Management Finance

Dixie State University   2006 — 2008
Associate of Science in Business

Kyle John, CFA, CPA Kyle John, CFA, CPA Dallas/Fort Worth Area Details
Kyle John, CFA, CPA's Global Financial Advisors Experience 2008 - 2008
Job Business Development | Investor Relations
Industry Investment Management
Experience
Regan Capital, LLC   September 2015 - Present
Highland Capital Management, L.P.   February 2015 - September 2015
Highland Capital Management, L.P.   July 2012 - February 2015
JP Morgan  September 2010 - March 2012
PricewaterhouseCoopers  July 2009 - September 2010
PricewaterhouseCoopers  June 2008 - August 2008
Global Financial Advisors   2008 - 2008
The Accend Group   2007 - 2007

Skills
Financial Analysis, Financial Modeling, Valuation, Finance, Corporate Finance

Education
Brigham Young University   2004 — 2009
Masters, Accounting

Brigham Young University   2004 — 2009
Bachelor’s Degree, Accounting

Devin Duncan Devin Duncan Greater Boston Area Details
Devin Duncan's Global Financial Advisors Experience January 2012 - April 2012
Job Associate at North Bridge Growth Equity
Industry Venture Capital & Private Equity
Experience
North Bridge Growth Equity and Venture Partners  July 2015 - Present
Citi  April 2013 - June 2015
UBS Securities, LLC  June 2012 - August 2012
Global Financial Advisors   January 2012 - April 2012
Vivint  April 2010 - August 2011
Beneficial Financial Group  January 2011 - April 2011
Lift International  January 2011 - April 2011
The Church of Jesus Christ of Latter-day Saints  August 2007 - August 2009

Skills
Public Speaking, Equity Research, Valuation, Equities, Microsoft Excel

Education
Brigham Young University   2009 — 2012
Bachelor of Science, Management; Finance emphasis

Utah State University
Associate Degree; high school, General Studies

Brandon Michon Brandon Michon Greater New York City Area Details
Brandon Michon's Global Financial Advisors Experience January 2011 - April 2011
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   March 2015 - Present
J.P. Morgan   April 2012 - February 2015
J.P. Morgan   June 2011 - August 2011
Global Financial Advisors   January 2011 - April 2011
Brigham Young University Baseball Team   July 2005 - June 2010
The Whiting-Turner Contracting Company  May 2006 - August 2006

Education
Brigham Young University   2006 — 2011
Bachelor of Science, Finance

Argus Class

Argus Class

Brandon Woodland, CFA Brandon Woodland, CFA San Francisco Bay Area Details
Brandon Woodland, CFA's Global Financial Advisors Experience September 2006 - April 2007
Job Corporate Development Associate at McGrath RentCorp
Industry Financial Services
Experience
McGrath RentCorp  July 2013 - Present
University of Chicago Booth School of Business  August 2011 - June 2013
Franklin Templeton Investments  June 2012 - August 2012
T Rowe Price  September 2008 - July 2011
Freddie Mac  June 2007 - September 2008
Global Financial Advisors   September 2006 - April 2007
Taiyo Pacific Partners  June 2006 - August 2006

Skills
Financial Modeling, Analysis, Finance, Equities, Valuation, Equity Research, Financial Services, Corporate Finance, Banking, Bloomberg, Due Diligence, Private Equity, Fixed Income, Investments, Financial Analysis

Education
The University of Chicago - Booth School of Business   2011 — 2013
MBA, Strategic Management, Finance

Brigham Young University   2001 — 2007
Bachelor of Science, Business Management - Finance

Ryan Schlappi Ryan Schlappi Scottsdale, Arizona Details
Ryan Schlappi's Global Financial Advisors Experience January 2007 - April 2007
Job Vice President at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan   January 2014 - Present
J.P. Morgan   July 2011 - December 2013
J.P. Morgan   July 2008 - July 2011
OMNI Brokerage  September 2007 - May 2008
Novell  May 2007 - December 2007
Global Financial Advisors   January 2007 - April 2007

Skills
Investments, Bloomberg, Equities, Financial Modeling, Financial Analysis, Portfolio Management, Capital Markets, Valuation, Asset Allocation, Asset Managment, Series 7, Mutual Funds, Due Diligence, Fixed Income

Education
Brigham Young University   2005 — 2008
Financial Services, Finance

Dallin Anderson Dallin Anderson Provo, Utah Area Details
Dallin Anderson's Global Financial Advisors Experience 2006 - 2008
Job Director of Strategy & Operations at Vivint
Industry Consumer Electronics
Experience
Vivint  2013 - Present
Attack Pattern   2012 - 2013
Intel Corporation  2008 - 2013
Global Financial Advisors   2006 - 2008
The Boston Consulting Group  2007 - 2007

Education
Duke Fuqua School of Business
Master of Business Administration (MBA)

Brigham Young University
Bachelor of Science (B.S.)

Jacob Rosenthal Jacob Rosenthal Provo, Utah Area Details
Jacob Rosenthal's Global Financial Advisors Experience October 2004 - December 2004
Job International Business Analyst at Nu Skin Enterprises Inc.
Industry Consumer Goods
Experience
Nu Skin Enterprises  April 2007 - Present
Tahitian Noni International  November 2004 - April 2007
Global Financial Advisors   October 2004 - December 2004
Dominion Insurance Services   January 2004 - November 2004

Skills
Cross-functional Team..., Business Analysis, Strategic Planning, Market Research, Marketing, Marketing Strategy, Competitive Analysis, Process Improvement, Data Analysis, Microsoft Excel, International Business, Forecasting, Business Strategy, Team Building, PowerPoint, Management, Customer Service, Microsoft Office, International Marketing, SAP

Education
Utah Valley University   2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.77

Brigham Young University   2002 — 2005
Bachelor's Degree, Business Administration and Management, General

Trent Call Trent Call Las Vegas, Nevada Area Details
Trent Call's Global Financial Advisors Experience January 2008 - April 2009
Job Associate at Global Gaming & Hospitality
Industry Investment Banking
Experience
Global Gaming and Hospitality   April 2010 - Present
Westwood Global   September 2009 - December 2009
Utah Fund of Funds  May 2009 - August 2009
Peterson Partners  January 2009 - April 2009
Global Financial Advisors   January 2008 - April 2009

Skills
Investment Banking, Financial Modeling, Financial Analysis, Gaming Industry, Equities, Portfolio Management, Valuation, Bloomberg, Private Equity, PowerPoint, Debt, Microsoft Excel, Due Diligence, Corporate Finance

Education
Brigham Young University   2007 — 2009
Bachelor of Science, Finance

Arrin Barton Arrin Barton San Francisco Bay Area Details
Arrin Barton's Global Financial Advisors Experience September 2010 - December 2010
Job
Industry Retail
Experience
Gap Inc.  July 2014 - August 2015
Duff & Phelps  July 2012 - July 2013
iQor  May 2011 - August 2011
Redstone Advisors LLC   January 2011 - April 2011
Global Financial Advisors   September 2010 - December 2010

Skills
VBA, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Equity Research, Economics, Bloomberg Terminal, Business Valuation, Finance, Equity Valuation, Corporate Finance, Investment Banking, DCF, Capital IQ, Microsoft Excel

Education
Brigham Young University   2008 — 2012
BS, Economics

Jon Boren Jon Boren Boise, Idaho Area Details
Jon Boren's Global Financial Advisors Experience January 2008 - May 2008
Job Student Brigham Young University
Industry Investment Management
Experience
Ladenburg Thalmann  June 2009 - September 2009
Ensign Peak Advisors  January 2009 - May 2009
McOmber Energy Fund   June 2008 - September 2008
Global Financial Advisors   January 2008 - May 2008
Clearwater Analytics  April 2007 - September 2007
The Church of Jesus Christ of Latter-Day Saints  March 2005 - April 2007

Education
Brigham Young University
B.A., Economics

Dustin Barros Dustin Barros Bakersfield, California Area Details
Dustin Barros's Global Financial Advisors Experience September 2008 - May 2009
Job Contracts Specialist at NAVAIR
Industry Defense & Space
Experience
NAVAIR  January 2010 - Present
Darden Restaurants  September 2005 - December 2009
Global Financial Advisors   September 2008 - May 2009
ARAMARK  June 2008 - August 2008

Skills
Financial Analysis, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Public Speaking, Microsoft Word, Leadership

Education
Brigham Young University   2005 — 2009

Brett Behrens Brett Behrens Portland, Oregon Area Details
Brett Behrens's Global Financial Advisors Experience September 2008 - February 2009
Job President at Specialty Car Solutions
Industry Financial Services
Experience
Specialty Car Solutions   August 2012 - Present
Loan Resolution Corporation  August 2014 - December 2014
FCI Lender Services Inc.  December 2010 - July 2014
Wealthbridge Mortgage Corporation   December 2008 - October 2010
Global Financial Advisors   September 2008 - February 2009
Wilshire Credit Corporation  October 2001 - September 2008
Merrill Lynch  2001 - 2008
Calmco Servicing   1996 - 2001
Statewide Funding   1989 - 1994
Paine Webber  1993 - 1993

Skills
Loan Servicing, Mortgage Lending, Loans, Loss Mitigation, Mortgage Servicing, Default, Mortgage Banking, Bankruptcy, Portfolio Management, Process Improvement, Funding, REO, Real Estate, Residential Mortgages, Risk Management, Credit, Loan Origination, FHA, Underwriting, Credit Analysis, Commercial Mortgages, Asset Management, Real Estate Financing, Refinance, Banking, Mortgage Underwriting, Real Estate Economics, Commercial Lending, Securitization, Financial Structuring, Structured Finance, Reverse Mortgages, Credit Risk

Education
State University of New York College at Plattsburgh   1991 — 1995
Bachelor of Science, Business Management

Bond University

State University of New York - System

Mark Castillo Mark Castillo New York, New York Details
Mark Castillo's Global Financial Advisors Experience January 2014 - April 2015
Job Securities Analyst at Goldman Sachs
Industry Capital Markets
Experience
Goldman Sachs  July 2015 - Present
Brigham Capital   October 2013 - July 2015
Global Financial Advisors   January 2014 - April 2015
Goldman Sachs  June 2014 - August 2014
Goldman Sachs  June 2013 - August 2013
United States Department of the Treasury  January 2013 - May 2013

Skills
Portfolio Management, Valuation, Financial Modeling, Financial Markets, Options Trading, Equity Research, Alternative Investments, Economics, Special Situations

Education
Brigham Young University
Bachelor’s Degree, Finance

Tyler Turner Tyler Turner Austin, Texas Details
Tyler Turner's Global Financial Advisors Experience September 2009 - December 2009
Job Analyst
Industry Capital Markets
Experience
Virtu Financial  July 2012 - Present
J.P. Morgan   July 2010 - June 2012
Global Financial Advisors   September 2009 - December 2009
Analytic Investors  May 2009 - August 2009
Analytic Investors  May 2008 - August 2008
Capstan, Incorporated   2003 - 2004

Education
Brigham Young University   2006 — 2010
Bachelor of Science (BS), Business Management: Entrepreneurship

Brigham Young University - Hawaii   2008 — 2008
International Business

University of Utah   2003 — 2004

Austin Bone Austin Bone New York, New York Details
Austin Bone's Global Financial Advisors Experience January 2012 - December 2012
Job Equity Research Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs  February 2013 - Present
Global Financial Advisors   January 2012 - December 2012
Toad's National Golf Course/ Toad's Fun Zone   May 2009 - December 2012
Atlantic Trust  January 2012 - April 2012

Skills
Equities, Bloomberg Terminal, Accounting, Finance, Equity Research, Series 7, Series 63, Series 86, Series 87

Education
Brigham Young University   2009 — 2012
Bachelor of Science, Finance

Weber State University   2008 — 2009
Associate, General Studies

Chris Brogdon Chris Brogdon Provo, Utah Area Details
Chris Brogdon's Global Financial Advisors Experience January 2011 - April 2011
Job Implementation Consultant at InsideSales.com
Industry Computer Software
Experience
InsideSales.com  May 2015 - Present
InsideSales.com  February 2014 - April 2015
InsideSales.com  June 2013 - February 2014
InsideSales.com  December 2012 - June 2013
Farmers Insurance  June 2009 - December 2012
Citi  July 2011 - December 2011
Global Financial Advisors   January 2011 - April 2011
Utah Community Credit Union  2007 - 2009

Skills
Bloomberg Terminal, MS Office Suite, Spanish, Microsoft Office, Financial Analysis, CRM, Customer Service, Salesforce.com, Sales, Data Analysis, Team Leadership, Marketing, Business Development, Leadership, Account Management, Training, Analysis, Management

Education
Brigham Young University   2004 — 2012
BS, Business Management - Finance

Jessica Kern Jessica Kern Provo, Utah Area Details
Jessica Kern's Global Financial Advisors Experience January 2011 - April 2011
Job At Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  March 2015 - Present
Stonehenge of Orem  September 2014 - Present
The Valhalla Group   February 2014 - Present
Courtyard at Jamestown Assisted Living  October 2014 - April 2015
Orchard Park Post-Acute Rehab   October 2012 - September 2014
Orchard Park Post-Acute Rehab   March 2012 - September 2014
Lake Ridge Senior Living   April 2013 - April 2014
Orchard Park Rehabilitation & Healthcare   December 2009 - March 2012
Global Financial Advisors   January 2011 - April 2011
BambooHR  January 2011 - April 2011

Skills
Financial Modeling, Microsoft Excel, Microsoft Office, Finance, Investments, Access, Bloomberg, Valuation, Forecasting, VBA, Financial Analysis, Admissions, Customer Service, Analysis, PowerPoint, Data Analysis, Project Management, Microsoft Word, Management, Market Research, Research, Time Management, Leadership

Education
Brigham Young University   2008 — 2012
Bachelor of Science, Business Management Finance

Brigham Young University - Idaho   2003 — 2005

Danny Ellsworth Danny Ellsworth Greater Los Angeles Area Details
Danny Ellsworth's Global Financial Advisors Experience January 2010 - May 2010
Job Senior Strategy Analyst at Edwards Lifesciences
Industry Biotechnology
Experience
Edwards Lifesciences  February 2014 - Present
L.E.K. Consulting   September 2011 - January 2014
Tassi LLC   January 2007 - January 2011
Global Financial Advisors   January 2010 - May 2010

Skills
Business Strategy, Due Diligence, Start-ups, Financial Modeling, Data Modeling, Operational Excellence, Valuation, Strategic Consulting, Private Equity, Management Consulting, Strategy, Corporate Development, Competitive Analysis

Education
Brigham Young University   2006 — 2010
BS, Economics

Austin Taylor Austin Taylor Houston, Texas Details
Austin Taylor's Global Financial Advisors Experience January 2013 - April 2013
Job Analyst at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan   March 2014 - Present
J.P. Morgan   May 2013 - August 2013
Global Financial Advisors   January 2013 - April 2013
Alta Ventures Mexico  August 2012 - December 2012
Collegiate Entrepreneurs Organization  2010 - 2012
Alterra  April 2011 - August 2011
The Church of Jesus Christ of Latter-day Saints  January 2007 - January 2009

Skills
Market Research, Microsoft Excel, Public Speaking, Sales, Leadership, Bloomberg Terminal, PowerPoint, Russian, Financial Modeling, Microsoft Office, Finance, Start-ups, Management, Analysis, Investments, Business Planning, Economics, Bloomberg, Research, Financial Analysis

Education
Brigham Young University   2009 — 2013
Bachelor of Science, Finance

Justin Price Justin Price New York, New York Details
Justin Price's Global Financial Advisors Experience January 2011 - April 2011
Job Senior Financial Analyst at Netflix
Industry Financial Services
Experience
Netflix  November 2014 - Present
Goldman Sachs  June 2011 - October 2014
Global Financial Advisors   January 2011 - April 2011
Brigham Young University  August 2010 - April 2011
Lift International  August 2010 - January 2011
Clarity Windows, LLC   July 2007 - October 2010
The Church of Jesus Christ of Latter-day Saints  October 2003 - October 2005

Skills
Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, Equity Research

Education
Brigham Young University   2006 — 2011
BS, Business Management, Emphasis Finance

Arun Bhatta Arun Bhatta Greater Salt Lake City Area Details
Arun Bhatta's Global Financial Advisors Experience January 2011 - September 2012
Job Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs  July 2011 - Present
GLOBAL FINANCIAL ADVISORS   January 2011 - September 2012
Network Operations, Office of IT, Brigham Young University   November 2009 - April 2011
Beneficial Financial Group  August 2010 - December 2010

Skills
Investments, Risk Management, Corporate Financial..., Financial Modeling, Bloomberg, Bloomberg Terminal, Financial Statement..., Financial Analysis, Valuation, Portfolio Management, Morningstar, Fixed Income

Education
Brigham Young University   2009 — 2011
Bachelor's degree, Finance

Budhanilkantha School   1995 — 2004
A -Levels, Physics, Chemistry, and Mathematics