Gould Asset Management
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Gould Asset Management Employees
FWD.us February 2015 - Present
The White House September 2014 - December 2014
Qbic Consulting August 2013 - June 2014
Google August 2012 - May 2013
Gould Asset Management September 2012 - December 2012
Google June 2012 - August 2012
The Children's Health Partnership June 2011 - December 2011
City National Bank June 2011 - August 2011
Pomona College May 2011 - June 2011
Arroyo Vista Family Health Center July 2010 - August 2010
Skills
Python, Stata, Java, Latex, Maple, SPSS, Microsoft Office Suite, HTML, Bilingual-Spanish
Education
Instituto Tecnológico Autónomo de México 2013 — 2014
Certificate, Business Administration and Management
Pomona College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Harvard Business School 2012 — 2012
Summer Venture in Management Program
Gould Asset Management December 2013 - Present
Gould Asset Management June 2012 - December 2013
Fidelity National Information Services January 2011 - June 2011
Education
Claremont McKenna College
Master of Arts (MA), Finance
University of North Florida
Bachelor of Arts (BA), Economics
Episcopal High School
Blickenstaff Fiduciary Services December 2010 - Present
Gould Asset Management June 2006 - December 2009
Claremont Graduate University August 1996 - June 2006
Skills
Conservatorships, Care of the Elderly, Trust Management, Probate..., Probate & Trust..., Research, Teaching, Contact Management, Microsoft Office, Piano Teaching, Elder Care, Guardianship, Estate Administration, Operations Management, Powers of Attorney, Piano, Training, Social Services, Trusts, Program Management, Estate Law, Program Development, Management, Community Outreach, Home Care
Education
California State University-Fullerton
Bachelor of Music
California State University-San Diego
Bachelor of Arts
Technical Consumer Products June 2015 - August 2015
MetLife Premier Client Group of Pasadena March 2015 - June 2015
Gould Asset Management January 2015 - April 2015
Elite Leather Company August 2014 - December 2014
Exploration School, Inc. June 2014 - August 2014
Cedar Fair Entertainment Company May 2010 - August 2013
Skills
Public Speaking, Windows, Java, Stata, Management, Microsoft Office, Microsoft Excel, Data Analysis
Education
Pomona College 2013 — 2017
Bachelor of Arts (B.A.), Economics and Computer Science, 3.5 GPA
Aurora High School 2009 — 2013
Honors Diploma, Summa Cum Laude, 4.02 GPA
Microsoft April 2013 - Present
Microsoft February 2011 - March 2013
Bill & Melinda Gates Foundation January 2010 - February 2011
McKinsey & Company September 2008 - December 2009
Pomona College September 2007 - May 2008
Sagehen Capital Management September 2007 - May 2008
Morgan Stanley June 2007 - August 2007
Gould Asset Management September 2006 - December 2006
Skills
Business Strategy, Financial Analysis, Market Analysis, Valuation, Windows Phone, Mobile Devices, Mobile Commerce, Mobile Operators, Business Development, Management Consulting, Strategy, Product Marketing, Leadership, Analysis, Start-ups, Consulting, Management
Education
Pomona College 2004 — 2008
B.A., cum laude, Mathematical Economics
Warner Bros. International Television Distribution August 2014 - Present
Self February 2010 - Present
Indian Subcontinent 2009 - 2009
Banc of America Securities 2007 - 2008
Channel Capital Group 2006 - 2006
Gould Asset Management 2005 - 2005
Did-It.com 2004 - 2004
Wyeth Pharmaceuticals 2003 - 2003
New Jersey Public Interest Research Group (NJPIRG) Citizen Lobby 2002 - 2002
Color Graphic Press, Inc. 2001 - 2001
Skills
Analysis, Finance, Valuation, Microsoft Excel, Business Development, Financial Modeling, Research, Strategic Planning, Investments, Leadership, VBA, Training, Customer Service, Microsoft Office, Process Innovation, Investment Banking, Financial Analysis, Social Media, Economics, Project Management, Due Diligence, Corporate Finance, Microsoft Word, PowerPoint, Marketing, Outlook, Business Strategy, Copy Editing
Education
Tufts University 2003 — 2007
Bachelor of Arts
Instituto Internacional 2006 — 2006
Beach Point Capital Management March 2014 - Present
Payden & Rygel October 2011 - March 2014
Gould Asset Management January 2011 - May 2011
Western Asset Management June 2010 - August 2010
Skills
SQL, Bloomberg, VBA
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2009 — 2011
Master’s Degree
Cornell College 2006 — 2009
Bachelor’s Degree
Lending Club March 2014 - Present
Bain & Company July 2013 - July 2014
Bain & Company September 2011 - July 2013
Gould Asset Management September 2010 - December 2010
Flowerdale Group Ltd. June 2010 - August 2010
Hogan Lovells April 2010 - May 2010
Southern California Edison September 2009 - December 2009
McCormick & Schmick's June 2009 - August 2009
Skills
Stata, Financial Analysis, Excel, Research, Microsoft Excel, Economics, Microsoft Office, Financial Modeling, Valuation, Editing, Data Analysis, Spanish, Quantitative Analytics, Statistics, Management Consulting, Strategy, Business Strategy
Education
Pomona College 2007 — 2011
BA, Economics, Environmental Analysis
Syracuse University in Hong Kong 2010 — 2010
Polaris Wealth Advisers, LLC March 2014 - Present
California Lutheran University October 2008 - Present
Gould Asset Management October 2012 - February 2014
Farmers Insurance March 2010 - October 2012
Sempra Energy June 2006 - March 2010
Skills
Portfolio Management, Wealth Management, Investment Management, Asset Allocation, Investments, Fixed Income, Derivatives, Covered Calls, Financial Planning, Financial Analysis, Financial Modeling, Strategic Financial...
Education
California Lutheran University 2007 — 2008
MBA, Financial Planning
University of Arizona, Eller College of Management
Bachelor of Science, Accounting
Deloitte August 2015 - Present
Skyview Capital January 2014 - July 2014
Gould Asset Management September 2013 - December 2013
Spectoccular Technology June 2013 - August 2013
Southern California Edison September 2012 - December 2012
ZTE June 2012 - August 2012
Southern California Edison February 2012 - May 2012
Skills
Stata, VBA, Financial Modeling, R, Matlab, Java, Financial Statement...
Education
Claremont Colleges
Pomona College
Bachelor of Arts (BA), Mathematics and Economics
The Experimental High School Attached to Beijing Normal University
RH Trading Company August 2013 - Present
Gould Asset Management December 2012 - July 2013
RH Trading Company May 2006 - November 2012
Merrill Lynch PBIG September 2000 - May 2006
Merrill Lynch International September 1994 - May 2000
Mondo USA Corporation January 1990 - June 1992
Skills
Trading, Wealth Management, Asset, Swaps, Alternative Investments, Proprietary Trading, Trading Strategies, Derivatives, Asset Allocation, Credit Derivatives, Bonds, Global Macro, Fixed Income Trading, Investments, Fixed Income, Portfolio Management, Equities, Commodity
Education
University of Pennsylvania - The Lauder Institute 1992 — 1994
Master’s Degree, International/Global Studies
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (MBA), Finance
Cornell University 1984 — 1988
BS, Finance
Chartered Financial Analyst
The Parthenon Group September 2012 - Present
Gould Asset Management 2012 - 2012
The Parthenon Group June 2011 - August 2011
Skills
Financial Modeling, Stata, Economics, Data Analysis, Financial Analysis, Research, Strategic Planning, Microsoft Excel, Microsoft Office
Education
Pomona College 2008 — 2012
Bachelor of Arts (BA), Economics
Caltech August 2010 - Present
Gould Asset Management 2010 - August 2010
HSBC May 2007 - October 2008
HSBC September 2005 - April 2007
HSBC June 2004 - August 2004
Skills
Asset Allocation, Risk Management, Portfolio Management, Investments, Bloomberg, Fixed Income, Derivatives, Quantitative Finance, Emerging Markets, Excel, Quantitative Analysis, Microsoft Excel, Equities, Capital Markets, Quantitative Analytics
Education
Claremont McKenna College 2009 — 2010
MFin, Finance
Durham University 2002 — 2005
BA Hons, Economics
UWCSEA 2000 — 2002
IB
Akin Gump Strauss Hauer & Feld LLP September 2013 - Present
Element Power July 2012 - September 2012
Southern California Edison 2010 - 2010
Freeman & Mills, Inc. August 2005 - August 2009
Gould Asset Management February 2005 - May 2005
Neighborhood Legal Services August 2004 - December 2004
Skills
Legal Research, Trials, Personal Injury, Business Litigation, Trade Secrets, Entertainment Law, Torts, Trial Practice, Trademarks, Dispute Resolution, Licensing, Employment Law, Management, Alternative Dispute...
Education
University of California, Los Angeles - School of Law 2009 — 2013
JD
UCLA Anderson School of Management 2011 — 2013
MBA
Pomona College 2001 — 2005
B.A.
Gould Asset Management August 2014 - Present
Union Bank February 2010 - July 2014
State Street September 2009 - February 2010
CSULB Student Managed Investment Fund (SMIF) August 2008 - August 2009
Education
California State University-Long Beach - College of Business Administration 2004 — 2009
BS, Finance
University of Colorado at Boulder August 2010 - Present
New York City Department of Education September 2007 - October 2010
New York City Department of Education June 2007 - June 2009
Public Financial Management, Inc June 2006 - June 2007
Scripps College October 2005 - July 2006
Gould Asset Management January 2006 - May 2006
Detroit Public Radio May 2005 - August 2005
Skills
Financial Analysis, Public Speaking, Curriculum Design, Microsoft Excel, Nonprofits, Microsoft Word, Analysis, Research, Customer Service, Teaching, Strategy, Staff Development, Higher Education, Management
Education
City University of New York-Hunter College 2007 — 2009
M.A., Teaching of English to Speakers of Other Languages
Scripps College 2002 — 2006
B.A., Economics and French Dual
New York University
Memorial Sloan Kettering Cancer Center March 2015 - Present
Rutgers Cancer Institute of New Jersey September 2013 - March 2015
Gap Inc. May 2011 - May 2012
Gap Inc. September 2010 - May 2011
PricewaterhouseCoopers September 2009 - September 2010
The Abernathy MacGregor Group June 2008 - August 2008
Gould Asset Management September 2007 - November 2007
Arthur J. Gallagher & Co. June 2007 - August 2007
Skills
Microsoft Office, Stata, Bloomberg, Factiva, EDGAR, Morningstar, Hoovers, Thomson One, Nonprofits, Financial Modeling, Management, Microsoft Excel, Event Planning, Valuation, Inventory Management, PowerPoint, Social Media, Analysis, Leadership, Supply Chain Management, Survival Skills, Auditing, Thompson One, Research, Asset Allocation, Data Analysis, Spanish, Microsoft Word, Analytics, Bloomberg Terminal, Finance, Strategic Planning, Forecasting, Strategy, Financial Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2014
Postbaccalaureate Pre-Medical Coursework
Pomona College 2005 — 2009
B.A., Economics
The Lawrenceville School 2001 — 2005
High School Diploma
EverPoint Asset Management April 2014 - Present
SAC Capital April 2013 - April 2014
Macquarie Group August 2011 - April 2013
Sagehen Capital Management May 2010 - December 2011
Pomona College Dept. of Economics October 2007 - May 2011
Gould Asset Management September 2010 - December 2010
Aksia May 2010 - August 2010
Breakwater Yacht Club May 2005 - August 2009
The Student Life Newspaper January 2008 - January 2009
Education
Pomona College 2007 — 2011
BA, Mathematical Economics
Scarsdale High School 2003 — 2007
Gould Asset Management January 1997 - Present
Gould RE Investments 1995 - Present
Skills
Business Strategy, Strategic Planning, Business Planning, Leadership, Management, New Business Development
Education
Assumption College
Business Administration and Management, General