Global Financial Advisors, LP
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15 Global Financial Advisors, LP employees in database. Find out everything there's to know about Global Financial Advisors, LP employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Global Financial Advisors, LP Employees
Employee
Years
Job
Industry
Busulwa Peter Nsereko Busulwa Peter Nsereko's Global Financial Advisors, LP Experience January 2013 - December 2013
Job MSF Candidate at the University of Utah
Industry Financial Services
Experience
Goldman Sachs March 2014 - February 2015
Global Financial Advisors, LP January 2013 - December 2013
Beneficial Financial Group August 2012 - December 2013
Shipzi May 2013 - September 2013
University Impact Fund April 2012 - January 2013
Skills
Financial Analysis, Finance, Equity Research, Research, Microsoft Excel, Investments, Credit Risk, Bloomberg, Social Entrepreneurship, Analysis, Statistics, Data Analysis
Education
University of Utah - David Eccles School of Business 2015 — 2016
Master’s Degree, Finance
Brigham Young University 2006 — 2013
BS, Management: Finance Emphasis
St. Mary's College Kisubi 2000 — 2005
Goldman Sachs March 2014 - February 2015
Global Financial Advisors, LP January 2013 - December 2013
Beneficial Financial Group August 2012 - December 2013
Shipzi May 2013 - September 2013
University Impact Fund April 2012 - January 2013
Skills
Financial Analysis, Finance, Equity Research, Research, Microsoft Excel, Investments, Credit Risk, Bloomberg, Social Entrepreneurship, Analysis, Statistics, Data Analysis
Education
University of Utah - David Eccles School of Business 2015 — 2016
Master’s Degree, Finance
Brigham Young University 2006 — 2013
BS, Management: Finance Emphasis
St. Mary's College Kisubi 2000 — 2005
Calvin Roberts Calvin Roberts's Global Financial Advisors, LP Experience August 2012 - December 2012
Job Moelis M&A Investment Banking Analyst
Industry Capital Markets
Experience
Moelis & Company July 2014 - Present
Credit Suisse June 2013 - August 2013
Global Financial Advisors, LP August 2012 - December 2012
Patriarch Partners June 2012 - September 2012
CSED June 2011 - April 2012
England London South Mission May 2008 - May 2010
Skills
Bloomberg, LBO, DCF, Stata, SPSS, Microsoft Office, Econometrics, Technical Writing, Capital IQ
Education
Brigham Young University 2010 — 2014
Bachelor of Arts (B.A.), Philosophy & Political Science, Junior
Moelis & Company July 2014 - Present
Credit Suisse June 2013 - August 2013
Global Financial Advisors, LP August 2012 - December 2012
Patriarch Partners June 2012 - September 2012
CSED June 2011 - April 2012
England London South Mission May 2008 - May 2010
Skills
Bloomberg, LBO, DCF, Stata, SPSS, Microsoft Office, Econometrics, Technical Writing, Capital IQ
Education
Brigham Young University 2010 — 2014
Bachelor of Arts (B.A.), Philosophy & Political Science, Junior
Khalil AbuManneh Khalil AbuManneh's Global Financial Advisors, LP Experience August 2012 - December 2013
Job Distressed Debt at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank March 2014 - Present
Brigham Young University September 2013 - February 2014
Brigham Young University September 2013 - December 2013
Global Financial Advisors, LP August 2012 - December 2013
Barclays June 2013 - August 2013
Brigham Young University January 2013 - April 2013
Brigham Young University January 2013 - April 2013
Brigham Young University January 2013 - April 2013
BYU Investment Banking Club August 2012 - April 2013
Brigham Young University August 2012 - December 2012
Skills
Bloomberg Terminal, Arabic, Qualitative Research, Quantitative Research, Microsoft Office, Excel, Financial Modeling, Microsoft Excel, Leadership, Finance, Data Analysis, PowerPoint, Microsoft Word, Valuation, Financial Analysis, Investments, Corporate Finance, Analysis, Equity Research, Management, Bloomberg, Economics, Research, Private Equity
Education
Brigham Young University 2009 — 2013
BS, Finance
Barclays Investment Bank March 2014 - Present
Brigham Young University September 2013 - February 2014
Brigham Young University September 2013 - December 2013
Global Financial Advisors, LP August 2012 - December 2013
Barclays June 2013 - August 2013
Brigham Young University January 2013 - April 2013
Brigham Young University January 2013 - April 2013
Brigham Young University January 2013 - April 2013
BYU Investment Banking Club August 2012 - April 2013
Brigham Young University August 2012 - December 2012
Skills
Bloomberg Terminal, Arabic, Qualitative Research, Quantitative Research, Microsoft Office, Excel, Financial Modeling, Microsoft Excel, Leadership, Finance, Data Analysis, PowerPoint, Microsoft Word, Valuation, Financial Analysis, Investments, Corporate Finance, Analysis, Equity Research, Management, Bloomberg, Economics, Research, Private Equity
Education
Brigham Young University 2009 — 2013
BS, Finance
Phil Horenstein Phil Horenstein's Global Financial Advisors, LP Experience September 2010 - December 2010
Job Derivatives Operations Analyst III, Goldman Sachs & Co.
Industry Financial Services
Experience
Goldman Sachs & Co. November 2014 - Present
Utah Army National Guard April 2012 - Present
E*TRADE Financial November 2013 - November 2014
Zions First National Bank September 2013 - November 2013
Sameday Sales Enterprises December 2007 - August 2013
KickStart Seed Fund September 2011 - December 2011
Johnson and Johnson January 2011 - May 2011
Brigham Young University September 2010 - December 2010
Global Financial Advisors, LP September 2010 - December 2010
Vivint June 2010 - August 2010
Skills
Spanish, Excel, Financial Modeling, Bloomberg, Valuation, FX, Fixed Income, Equities, Microsoft Office, PowerPoint, Word, Access, Financial Analysis, Business Strategy, Analysis, Data Analysis, Accounting, Writing, Negotiation, Public Speaking, VBA, MS Office Suite, Entrepreneurship, Strategy, Corporate Finance, Investments, Microsoft Excel
Education
Brigham Young University 2007 — 2011
Finance, Business
Goldman Sachs & Co. November 2014 - Present
Utah Army National Guard April 2012 - Present
E*TRADE Financial November 2013 - November 2014
Zions First National Bank September 2013 - November 2013
Sameday Sales Enterprises December 2007 - August 2013
KickStart Seed Fund September 2011 - December 2011
Johnson and Johnson January 2011 - May 2011
Brigham Young University September 2010 - December 2010
Global Financial Advisors, LP September 2010 - December 2010
Vivint June 2010 - August 2010
Skills
Spanish, Excel, Financial Modeling, Bloomberg, Valuation, FX, Fixed Income, Equities, Microsoft Office, PowerPoint, Word, Access, Financial Analysis, Business Strategy, Analysis, Data Analysis, Accounting, Writing, Negotiation, Public Speaking, VBA, MS Office Suite, Entrepreneurship, Strategy, Corporate Finance, Investments, Microsoft Excel
Education
Brigham Young University 2007 — 2011
Finance, Business
Sneha Vaidya Sneha Vaidya's Global Financial Advisors, LP Experience January 2011 - December 2011
Job Customer Service Sales Representative at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2013 - Present
Global Financial Advisors, LP January 2011 - December 2011
Atlantic Trust 2011 - 2011
Beneficial Financial Group 2010 - 2010
Lift International September 2009 - December 2009
Skills
Bloomberg Certified, Financial Modeling, Bloomberg, PowerPoint, Excel, Valuation, Market Opportunity..., Firm Valuation, Investment Proposals, HTML, CSS, jQuery, JavaScript, SEC filings, Microsoft Excel, Portfolio Management, Analysis, Investments, Due Diligence, Equity Research, Credit
Education
International Technological University 2013 — 2015
Master of Business Administration (M.B.A.), 3.79
Brigham Young University 2008 — 2012
Bachelors of Science, Finance
Wells Fargo February 2013 - Present
Global Financial Advisors, LP January 2011 - December 2011
Atlantic Trust 2011 - 2011
Beneficial Financial Group 2010 - 2010
Lift International September 2009 - December 2009
Skills
Bloomberg Certified, Financial Modeling, Bloomberg, PowerPoint, Excel, Valuation, Market Opportunity..., Firm Valuation, Investment Proposals, HTML, CSS, jQuery, JavaScript, SEC filings, Microsoft Excel, Portfolio Management, Analysis, Investments, Due Diligence, Equity Research, Credit
Education
International Technological University 2013 — 2015
Master of Business Administration (M.B.A.), 3.79
Brigham Young University 2008 — 2012
Bachelors of Science, Finance
Jared Walker Jared Walker's Global Financial Advisors, LP Experience January 2010 - December 2011
Job Operations Analyst at Virtu Financial
Industry Financial Services
Experience
Virtu Financial September 2013 - Present
Merrill Lynch Private Banking & Investment Group June 2012 - September 2013
Global Financial Advisors, LP January 2010 - December 2011
Westwood Global Investments May 2011 - August 2011
StepStone Group LLC January 2011 - April 2011
Ensign Peak Advisors, Inc October 2010 - January 2011
Kingston Management Services, LLC May 2009 - August 2009
The Church of Jesus Christ of Latter-day Saints June 2007 - May 2009
Skills
Investments, Valuation, Economics, Equities, Portfolio Management, Series 7
Education
Marriott School of Management 2010 — 2012
Bachelor of Science, Finance
Brigham Young University 2007 — 2012
Bachelor of Science (BS), Finance, General
Kennedy Center for International Studies 2010 — 2010
Virtu Financial September 2013 - Present
Merrill Lynch Private Banking & Investment Group June 2012 - September 2013
Global Financial Advisors, LP January 2010 - December 2011
Westwood Global Investments May 2011 - August 2011
StepStone Group LLC January 2011 - April 2011
Ensign Peak Advisors, Inc October 2010 - January 2011
Kingston Management Services, LLC May 2009 - August 2009
The Church of Jesus Christ of Latter-day Saints June 2007 - May 2009
Skills
Investments, Valuation, Economics, Equities, Portfolio Management, Series 7
Education
Marriott School of Management 2010 — 2012
Bachelor of Science, Finance
Brigham Young University 2007 — 2012
Bachelor of Science (BS), Finance, General
Kennedy Center for International Studies 2010 — 2010
Rhett Ferrin Rhett Ferrin's Global Financial Advisors, LP Experience September 2010 - December 2010
Job VP Business Development at Pinnacle Plus Financial
Industry Insurance
Experience
Pinnacle Plus Financial August 2014 - Present
AlignOrg Solutions - Differentiation by Design September 2012 - Present
ScentSationals August 2011 - September 2012
China Horizons January 2011 - July 2011
Global Financial Advisors, LP September 2010 - December 2010
Peterson Ventures January 2010 - April 2010
Benefit Communication Insourcing 2010 - 2010
Advocate Wealth Management, LLC June 2009 - August 2009
SK Energy July 2008 - August 2008
Skills
Excel, PowerPoint, Public Speaking, Accounting, Finance, Teaching, Leadership, Investments, Bloomberg, Microsoft Excel, Corporate Finance, Training, Management, Process Improvement, Change Management, Strategy, Financial Analysis, Consulting, Microsoft Office
Education
Brigham Young University - Marriott School of Management 2007 — 2010
Bachelor of Science, Business Management; Finance Emphasis
Brigham Young University - Hawaii 2007 — 2008
Weber High School 2001 — 2004
Pinnacle Plus Financial August 2014 - Present
AlignOrg Solutions - Differentiation by Design September 2012 - Present
ScentSationals August 2011 - September 2012
China Horizons January 2011 - July 2011
Global Financial Advisors, LP September 2010 - December 2010
Peterson Ventures January 2010 - April 2010
Benefit Communication Insourcing 2010 - 2010
Advocate Wealth Management, LLC June 2009 - August 2009
SK Energy July 2008 - August 2008
Skills
Excel, PowerPoint, Public Speaking, Accounting, Finance, Teaching, Leadership, Investments, Bloomberg, Microsoft Excel, Corporate Finance, Training, Management, Process Improvement, Change Management, Strategy, Financial Analysis, Consulting, Microsoft Office
Education
Brigham Young University - Marriott School of Management 2007 — 2010
Bachelor of Science, Business Management; Finance Emphasis
Brigham Young University - Hawaii 2007 — 2008
Weber High School 2001 — 2004
Rogelio Bonilla Rogelio Bonilla's Global Financial Advisors, LP Experience August 2012 - December 2012
Job Product Marketing Analyst at BlackRock
Industry Financial Services
Experience
BlackRock March 2015 - Present
J.P. Morgan June 2014 - August 2014
Citi January 2013 - July 2013
Global Financial Advisors, LP August 2012 - December 2012
Galorath Incorporated August 2011 - December 2011
Missionary Training Center August 2010 - November 2010
Appleton Police Department February 2010 - April 2010
Skills
Microsoft Excel, Microsoft Office, Teaching, Budgets, Public Speaking, Editing, Bloomberg Terminal, Spanish, Microsoft Word, HTML, Negotiation, Financial Modeling, Windows, Java, Microsoft Access, Analysis, Bloomberg, Data Analysis, Valuation, Intercultural...
Education
Brigham Young University 2010 — 2014
Bachelor of Arts (B.A.), Linguistics
BlackRock March 2015 - Present
J.P. Morgan June 2014 - August 2014
Citi January 2013 - July 2013
Global Financial Advisors, LP August 2012 - December 2012
Galorath Incorporated August 2011 - December 2011
Missionary Training Center August 2010 - November 2010
Appleton Police Department February 2010 - April 2010
Skills
Microsoft Excel, Microsoft Office, Teaching, Budgets, Public Speaking, Editing, Bloomberg Terminal, Spanish, Microsoft Word, HTML, Negotiation, Financial Modeling, Windows, Java, Microsoft Access, Analysis, Bloomberg, Data Analysis, Valuation, Intercultural...
Education
Brigham Young University 2010 — 2014
Bachelor of Arts (B.A.), Linguistics
Michael Bertrand Michael Bertrand's Global Financial Advisors, LP Experience January 2013 - April 2014
Job Financial Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2014 - Present
Global Financial Advisors, LP January 2013 - April 2014
Goldman Sachs June 2013 - August 2013
Goldman Sachs May 2012 - August 2012
Beneficial Financial Group January 2012 - April 2012
The Church of Jesus Christ of Latter-day Saints August 2009 - August 2011
Skills
Financial Statement..., Bloomberg, Microsoft Office, Financial Analysis, Investments, Finance, Outlook, Financial Modeling, Equities, Asset Allocation, Portfolio Management, Fixed Income, Alternative Investments
Education
Brigham Young University 2011 — 2014
Bachelor of Science (BSc), Finance
Hendrix College
Goldman Sachs June 2014 - Present
Global Financial Advisors, LP January 2013 - April 2014
Goldman Sachs June 2013 - August 2013
Goldman Sachs May 2012 - August 2012
Beneficial Financial Group January 2012 - April 2012
The Church of Jesus Christ of Latter-day Saints August 2009 - August 2011
Skills
Financial Statement..., Bloomberg, Microsoft Office, Financial Analysis, Investments, Finance, Outlook, Financial Modeling, Equities, Asset Allocation, Portfolio Management, Fixed Income, Alternative Investments
Education
Brigham Young University 2011 — 2014
Bachelor of Science (BSc), Finance
Hendrix College
Anuj Pant Anuj Pant's Global Financial Advisors, LP Experience January 2012 - April 2012
Job Associate FSR at PwC
Industry Accounting
Experience
PwC January 2013 - Present
Beneficial Financial Group April 2012 - August 2012
Global Financial Advisors, LP January 2012 - April 2012
Beneficial Financial Group August 2011 - April 2012
BYU Economics Department January 2010 - April 2012
Beneficial Financial Group 2012 - 2012
Ensign Peak Advisors January 2011 - April 2011
Centro Hispano January 2011 - April 2011
Skills
Bloomberg, Economics, Financial Modeling, Valuation, Spanish, VBA, Bloomberg Terminal, Financial Analysis, Microsoft Excel, Research, Statistics, Data Analysis, Investments, Microsoft Office, Microsoft Word, Equity Research, Finance, Equities, Portfolio Management
Education
Brigham Young University 2009 — 2011
Bachelor of Arts, Economics
PwC January 2013 - Present
Beneficial Financial Group April 2012 - August 2012
Global Financial Advisors, LP January 2012 - April 2012
Beneficial Financial Group August 2011 - April 2012
BYU Economics Department January 2010 - April 2012
Beneficial Financial Group 2012 - 2012
Ensign Peak Advisors January 2011 - April 2011
Centro Hispano January 2011 - April 2011
Skills
Bloomberg, Economics, Financial Modeling, Valuation, Spanish, VBA, Bloomberg Terminal, Financial Analysis, Microsoft Excel, Research, Statistics, Data Analysis, Investments, Microsoft Office, Microsoft Word, Equity Research, Finance, Equities, Portfolio Management
Education
Brigham Young University 2009 — 2011
Bachelor of Arts, Economics
Trevor Lemmons's Global Financial Advisors, LP Experience January 2013 - December 2014
Job Financial Analyst at Amazon.com
Industry Financial Services
Experience
Amazon.com January 2015 - Present
Global Financial Advisors, LP January 2013 - December 2014
Amazon.com May 2014 - August 2014
Amazon June 2013 - January 2014
BYU Silver Fund August 2012 - January 2013
RPM Revenue Drivers, LLC. April 2012 - August 2012
Russel and Co Construction April 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Bloomberg Terminal, Portuguese, Brazilian Portuguese, PowerPoint, Financial Modeling, Bloomberg, Valuation
Education
Brigham Young University 2010 — 2014
Bachelor of Science (BS), MSM-undergrad-Finance
Brigham Young University—Marriot School of Management
Bachelor of Science, Finance; Statistics
Brigham Young University—Marriot School of Management
Bachelor of Science, Finance; Statistics
Amazon.com January 2015 - Present
Global Financial Advisors, LP January 2013 - December 2014
Amazon.com May 2014 - August 2014
Amazon June 2013 - January 2014
BYU Silver Fund August 2012 - January 2013
RPM Revenue Drivers, LLC. April 2012 - August 2012
Russel and Co Construction April 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Bloomberg Terminal, Portuguese, Brazilian Portuguese, PowerPoint, Financial Modeling, Bloomberg, Valuation
Education
Brigham Young University 2010 — 2014
Bachelor of Science (BS), MSM-undergrad-Finance
Brigham Young University—Marriot School of Management
Bachelor of Science, Finance; Statistics
Brigham Young University—Marriot School of Management
Bachelor of Science, Finance; Statistics
Daniel R Mower Daniel R Mower's Global Financial Advisors, LP Experience January 2007 - December 2007
Job Risk Management Consultant
Industry Banking
Experience
Charles River Associates October 2011 - Present
Charles River Associates October 2009 - October 2011
Charles River Associates July 2008 - September 2009
Brigham Young University May 2007 - April 2008
Brigham Young University September 2007 - December 2007
Global Financial Advisors, LP January 2007 - December 2007
Paintbrush Works – Residential Painting Company March 2005 - December 2007
Brigham Young University August 2006 - December 2006
AgraServ, Inc. September 2003 - December 2003
Skills
Microsoft Excel, Data Analysis, VBA, Risk Management, Economics, Finance, Econometrics, Matlab, Statistics, SQL, Financial Risk, Financial Modeling, Monte Carlo Simulation, Excel, Exploratory Data..., Project Management, Management, Operational Risk..., Bloomberg, Basel II, Operational Risk..., Object Oriented Design..., Analysis
Education
Brigham Young University 2004 — 2008
B.A., Economics; Mathematics (Minor)
New York University 2010 — 2010
DeVry University 2000 — 2001
Coursework in Electronics Engineering
American Falls High School 1996 — 2000
High School Diploma, General Secondary Education
Charles River Associates October 2011 - Present
Charles River Associates October 2009 - October 2011
Charles River Associates July 2008 - September 2009
Brigham Young University May 2007 - April 2008
Brigham Young University September 2007 - December 2007
Global Financial Advisors, LP January 2007 - December 2007
Paintbrush Works – Residential Painting Company March 2005 - December 2007
Brigham Young University August 2006 - December 2006
AgraServ, Inc. September 2003 - December 2003
Skills
Microsoft Excel, Data Analysis, VBA, Risk Management, Economics, Finance, Econometrics, Matlab, Statistics, SQL, Financial Risk, Financial Modeling, Monte Carlo Simulation, Excel, Exploratory Data..., Project Management, Management, Operational Risk..., Bloomberg, Basel II, Operational Risk..., Object Oriented Design..., Analysis
Education
Brigham Young University 2004 — 2008
B.A., Economics; Mathematics (Minor)
New York University 2010 — 2010
DeVry University 2000 — 2001
Coursework in Electronics Engineering
American Falls High School 1996 — 2000
High School Diploma, General Secondary Education
Justin Rupper Justin Rupper's Global Financial Advisors, LP Experience January 2013 - December 2014
Job Financial Analyst at KLATencor
Industry Semiconductors
Experience
KLA-Tencor January 2015 - Present
Global Financial Advisors, LP January 2013 - December 2014
BYU International Investment Internship April 2014 - May 2014
BYU Global Management Center January 2014 - April 2014
Capital Project Partners, LLC May 2013 - August 2013
Kalood August 2012 - December 2012
Vision Auto Glass March 2012 - August 2012
The Church of Jesus Christ of Latter June 2009 - June 2011
Skills
Leadership, Sales, Marketing Strategy, Analysis, Finance, Teaching, Microsoft Excel, Investments, Accounting, Microsoft Office, PowerPoint, Microsoft Word, Valuation, Forecasting, Bloomberg, Financial Analysis, Financial Modeling
Education
Brigham Young University 2008 — 2014
Brigham Young University 2008 — 2014
Bachelor of Science, Finance
KLA-Tencor January 2015 - Present
Global Financial Advisors, LP January 2013 - December 2014
BYU International Investment Internship April 2014 - May 2014
BYU Global Management Center January 2014 - April 2014
Capital Project Partners, LLC May 2013 - August 2013
Kalood August 2012 - December 2012
Vision Auto Glass March 2012 - August 2012
The Church of Jesus Christ of Latter June 2009 - June 2011
Skills
Leadership, Sales, Marketing Strategy, Analysis, Finance, Teaching, Microsoft Excel, Investments, Accounting, Microsoft Office, PowerPoint, Microsoft Word, Valuation, Forecasting, Bloomberg, Financial Analysis, Financial Modeling
Education
Brigham Young University 2008 — 2014
Brigham Young University 2008 — 2014
Bachelor of Science, Finance
William Irvine's Global Financial Advisors, LP Experience January 2006 - April 2007
Job Associate Attorney at Saxena White, P.A.
Industry Law Practice
Experience
Saxena White, P.A. February 2015 - Present
The Law Office of Steven Reed Cohen, P.A. June 2013 - February 2015
Morgan Stanley January 2009 - August 2011
Prince Perelson & Associates January 2008 - November 2008
Aicon Financial Group, LLC January 2007 - November 2007
Global Financial Advisors, LP January 2006 - April 2007
United States Marine Corps December 1997 - January 2006
Skills
Pleadings, Securities Regulation, Preparation of Wills, Divorce Law, Foreclosure Defense, Foreclosures, Personal Bankruptcy, Small Claims, Arbitration, Family Mediation, Immigration Law, Portfolio Management, Investments, Corporate Finance, Financial Analysis, Financial Modeling, Mortgage, Compliance, Loans, Excel, Microsoft Office, Financial Risk, Real Estate, Marketing, Finance, Microsoft Excel, Trading, Mortgage Lending, Hedge Funds, New Business Development, Derivatives, Securities, Risk Management, Legal Writing, Legal Research, Public Speaking, Management, Civil Litigation, Negotiation
Education
University of Miami 2011 — 2014
Juris Doctor, Business and Tax
Brigham Young University 2004 — 2007
Bachelors of Science, Business Management; Corporate Finance
Saxena White, P.A. February 2015 - Present
The Law Office of Steven Reed Cohen, P.A. June 2013 - February 2015
Morgan Stanley January 2009 - August 2011
Prince Perelson & Associates January 2008 - November 2008
Aicon Financial Group, LLC January 2007 - November 2007
Global Financial Advisors, LP January 2006 - April 2007
United States Marine Corps December 1997 - January 2006
Skills
Pleadings, Securities Regulation, Preparation of Wills, Divorce Law, Foreclosure Defense, Foreclosures, Personal Bankruptcy, Small Claims, Arbitration, Family Mediation, Immigration Law, Portfolio Management, Investments, Corporate Finance, Financial Analysis, Financial Modeling, Mortgage, Compliance, Loans, Excel, Microsoft Office, Financial Risk, Real Estate, Marketing, Finance, Microsoft Excel, Trading, Mortgage Lending, Hedge Funds, New Business Development, Derivatives, Securities, Risk Management, Legal Writing, Legal Research, Public Speaking, Management, Civil Litigation, Negotiation
Education
University of Miami 2011 — 2014
Juris Doctor, Business and Tax
Brigham Young University 2004 — 2007
Bachelors of Science, Business Management; Corporate Finance
Daniel Gould's Global Financial Advisors, LP Experience August 2010 - December 2010
Job Analyst at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan February 2015 - Present
Goldman Sachs July 2013 - February 2015
Goldman Sachs June 2012 - August 2012
U.S. Department of the Treasury August 2011 - December 2011
Citi January 2011 - July 2011
Global Financial Advisors, LP August 2010 - December 2010
Skills
FX Options, Fixed Income, Capital Markets, Business Valuation, Private Equity, Accounting, Analysis, Derivatives, Series 7, Asset Management, Hedge Funds, Access, Bloomberg, Bloomberg Terminal, Corporate Finance, Credit Risk, Economics, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Investment Banking, Investments, Leadership, Microsoft Excel, Microsoft Office, Public Speaking, Securities, Valuation
Education
Brigham Young University 2008 — 2012
BS, Management: Finance
J.P. Morgan February 2015 - Present
Goldman Sachs July 2013 - February 2015
Goldman Sachs June 2012 - August 2012
U.S. Department of the Treasury August 2011 - December 2011
Citi January 2011 - July 2011
Global Financial Advisors, LP August 2010 - December 2010
Skills
FX Options, Fixed Income, Capital Markets, Business Valuation, Private Equity, Accounting, Analysis, Derivatives, Series 7, Asset Management, Hedge Funds, Access, Bloomberg, Bloomberg Terminal, Corporate Finance, Credit Risk, Economics, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Investment Banking, Investments, Leadership, Microsoft Excel, Microsoft Office, Public Speaking, Securities, Valuation
Education
Brigham Young University 2008 — 2012
BS, Management: Finance