Harvey & Company LLC
Harvey & Company LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Harvey & Company LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Harvey & Company LLC Salaries. You can even request information on how much does Harvey & Company LLC pay if you want to. Learn about salaries, pros and cons of working for Harvey & Company LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
239 Harvey & Company LLC employees in database. Find out everything there's to know about Harvey & Company LLC 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.
Harvey & Company LLC Employees
Employee
Years
Job
Industry
GianLuca Jacoli GianLuca Jacoli's Harvey & Company LLC Experience May 2011 - August 2011
Job Investment Sales Agent at Marcus & Millichap
Industry Commercial Real Estate
Experience
Marcus & Millichap February 2013 - Present
UNICON Financial Services, Inc. August 2011 - February 2013
Harvey & Company LLC May 2011 - August 2011
Landmark Dividend May 2010 - August 2010
The CAC Group May 2008 - August 2008
Skills
Investment Banking, Audit, Financial Modeling, Italian, Fixed Income, Equities, Private Equity, Managerial Finance, Commercial Real Estate, Derivatives, Investments, Financial Analysis, Finance, Due Diligence, Auditing
Education
Loyola Marymount University 2007 — 2011
BA, Business Administration-Finance
Gonzaga University - School of Business Administration 2009 — 2009
Finance
Marcus & Millichap February 2013 - Present
UNICON Financial Services, Inc. August 2011 - February 2013
Harvey & Company LLC May 2011 - August 2011
Landmark Dividend May 2010 - August 2010
The CAC Group May 2008 - August 2008
Skills
Investment Banking, Audit, Financial Modeling, Italian, Fixed Income, Equities, Private Equity, Managerial Finance, Commercial Real Estate, Derivatives, Investments, Financial Analysis, Finance, Due Diligence, Auditing
Education
Loyola Marymount University 2007 — 2011
BA, Business Administration-Finance
Gonzaga University - School of Business Administration 2009 — 2009
Finance
Terry Giang Terry Giang's Harvey & Company LLC Experience August 2015 - Present
Job Mergers & Acquisition intern at Harvey & Company LLC
Industry Financial Services
Experience
Harvey & Company LLC August 2015 - Present
Sigma Nu Fraternity, Inc. May 2015 - Present
UNIQLO August 2014 - Present
Skills
Time Management, Public Speaking, Organization Skills, Leadership Development, Sales, Customer Service, Microsoft Word, PowerPoint, Microsoft Office
Education
California State University-Fullerton 2013 — 2017
Business Administration and Management, General
La quinta hs
Harvey & Company LLC August 2015 - Present
Sigma Nu Fraternity, Inc. May 2015 - Present
UNIQLO August 2014 - Present
Skills
Time Management, Public Speaking, Organization Skills, Leadership Development, Sales, Customer Service, Microsoft Word, PowerPoint, Microsoft Office
Education
California State University-Fullerton 2013 — 2017
Business Administration and Management, General
La quinta hs
Michelle Bleckley Michelle Bleckley's Harvey & Company LLC Experience February 2011 - August 2011
Job Associate at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management June 2014 - Present
PeopleMatter July 2013 - April 2014
Chapman University Student-managed Investment Fund February 2013 - May 2013
J Rockcliff Realtors May 2012 - September 2012
Chapman Gamma Phi Beta January 2011 - December 2011
Harvey & Company LLC February 2011 - August 2011
Chapman University September 2010 - December 2010
Education
Chapman University
B.S., Finance and Marketing, Minor in Economics, 3.6
Bernstein Private Wealth Management June 2014 - Present
PeopleMatter July 2013 - April 2014
Chapman University Student-managed Investment Fund February 2013 - May 2013
J Rockcliff Realtors May 2012 - September 2012
Chapman Gamma Phi Beta January 2011 - December 2011
Harvey & Company LLC February 2011 - August 2011
Chapman University September 2010 - December 2010
Education
Chapman University
B.S., Finance and Marketing, Minor in Economics, 3.6
Justin Nguyen's Harvey & Company LLC Experience May 2011 - March 2012
Job Analyst at EMMES Group of Companies
Industry Commercial Real Estate
Experience
EMMES Group of Companies May 2015 - Present
Industrial Capital Advisors, Inc. January 2015 - May 2015
DTZ March 2012 - January 2015
Harvey & Company LLC May 2011 - March 2012
Allianz Investment Management Asia July 2010 - May 2011
Team Oyama Mixed Martial Arts January 2007 - August 2010
Skills
Valuation, Financial Analysis, Investments, Market Research, Entrepreneurship, Analysis, Strategy, Mergers & Acquisitions, Due Diligence, Real Estate, Strategic Planning, Management, Economics, Financial Modeling, Investment Properties, Sales, Disposition, Asset Management, Dispositions
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2010
BS, International
EMMES Group of Companies May 2015 - Present
Industrial Capital Advisors, Inc. January 2015 - May 2015
DTZ March 2012 - January 2015
Harvey & Company LLC May 2011 - March 2012
Allianz Investment Management Asia July 2010 - May 2011
Team Oyama Mixed Martial Arts January 2007 - August 2010
Skills
Valuation, Financial Analysis, Investments, Market Research, Entrepreneurship, Analysis, Strategy, Mergers & Acquisitions, Due Diligence, Real Estate, Strategic Planning, Management, Economics, Financial Modeling, Investment Properties, Sales, Disposition, Asset Management, Dispositions
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2010
BS, International
Subodh Kolla Subodh Kolla's Harvey & Company LLC Experience June 2006 - September 2006
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Genentech June 2014 - September 2014
Deloitte Consulting September 2009 - August 2013
The Aerospace Corporation September 2008 - June 2009
Deloitte Consulting June 2008 - August 2008
Broadcom May 2007 - June 2008
Microsoft May 2007 - June 2008
Harvey & Company LLC June 2006 - September 2006
Skills
Data Analysis, Leadership, Project Management, SQL, Financial Modeling, Management Consulting, Business Strategy, Cross-functional Team..., Business Process..., Management, Business Development, Market Research, Marketing Strategy, Strategy, Analytics, Consulting
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
University of California, Los Angeles - The Anderson School of Management 2011 — 2012
Riordan Fellow
University of California, Irvine 2004 — 2009
B.S., Information & Computer Science
Genentech June 2014 - September 2014
Deloitte Consulting September 2009 - August 2013
The Aerospace Corporation September 2008 - June 2009
Deloitte Consulting June 2008 - August 2008
Broadcom May 2007 - June 2008
Microsoft May 2007 - June 2008
Harvey & Company LLC June 2006 - September 2006
Skills
Data Analysis, Leadership, Project Management, SQL, Financial Modeling, Management Consulting, Business Strategy, Cross-functional Team..., Business Process..., Management, Business Development, Market Research, Marketing Strategy, Strategy, Analytics, Consulting
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
University of California, Los Angeles - The Anderson School of Management 2011 — 2012
Riordan Fellow
University of California, Irvine 2004 — 2009
B.S., Information & Computer Science
KP Jassar KP Jassar's Harvey & Company LLC Experience December 2009 - April 2010
Job Director Sales Operations
Industry Food & Beverages
Experience
Golden Valley Citrus - Affiliate of Sunkist Growers March 2013 - Present
Bolthouse Farms - Division of Campbell Soup Co. December 2011 - March 2013
State Street Bank April 2011 - December 2011
Harvey & Company LLC December 2009 - April 2010
Skills
Financial Modeling
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2008 — 2010
M.B.A.
California State Polytechnic University-Pomona 2005 — 2007
B.S., Business Management
Golden Valley Citrus - Affiliate of Sunkist Growers March 2013 - Present
Bolthouse Farms - Division of Campbell Soup Co. December 2011 - March 2013
State Street Bank April 2011 - December 2011
Harvey & Company LLC December 2009 - April 2010
Skills
Financial Modeling
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2008 — 2010
M.B.A.
California State Polytechnic University-Pomona 2005 — 2007
B.S., Business Management
Samantha Paul's Harvey & Company LLC Experience September 2009 - January 2010
Job Director of Inbound Marketing at Co.tribute
Industry Computer Software
Experience
CastNet Group October 2014 - Present
Co.tribute October 2014 - Present
Sevenly July 2014 - October 2014
Sevenly June 2013 - June 2014
Sequetor, Inc. March 2012 - May 2013
International Litigation Services January 2010 - December 2010
Harvey & Company LLC September 2009 - January 2010
Skills
Finance, Leadership, QuickBooks, Microsoft Excel, Financial Analysis, ADP Payroll, PowerPoint, Research, Bookkeeping, Accounts Payable, Collections, Business Development, Accounting, Account Management, Accounts Receivable, Benefits Administration, Human Resources, Relationship Management, Copywriting
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts, Business Economics
CastNet Group October 2014 - Present
Co.tribute October 2014 - Present
Sevenly July 2014 - October 2014
Sevenly June 2013 - June 2014
Sequetor, Inc. March 2012 - May 2013
International Litigation Services January 2010 - December 2010
Harvey & Company LLC September 2009 - January 2010
Skills
Finance, Leadership, QuickBooks, Microsoft Excel, Financial Analysis, ADP Payroll, PowerPoint, Research, Bookkeeping, Accounts Payable, Collections, Business Development, Accounting, Account Management, Accounts Receivable, Benefits Administration, Human Resources, Relationship Management, Copywriting
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts, Business Economics
Gunnar Ildhuso Gunnar Ildhuso's Harvey & Company LLC Experience February 2014 - May 2014
Job Analyst at Verus Investments
Industry Financial Services
Experience
Verus Investments June 2015 - Present
Russell Investments February 2015 - June 2015
Gun-Mar F/V May 2012 - August 2014
Harvey & Company LLC February 2014 - May 2014
Skills
Teamwork, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Social Media, Communication, Marketing, Event Planning, Public Speaking, Leadership
Education
Chapman University, The George L. Argyros School of Business and Economics 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Verus Investments June 2015 - Present
Russell Investments February 2015 - June 2015
Gun-Mar F/V May 2012 - August 2014
Harvey & Company LLC February 2014 - May 2014
Skills
Teamwork, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Social Media, Communication, Marketing, Event Planning, Public Speaking, Leadership
Education
Chapman University, The George L. Argyros School of Business and Economics 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Cuong (Connor) Nguyen Cuong (Connor) Nguyen's Harvey & Company LLC Experience January 2012 - April 2012
Job Investment Banking Analyst at Salem Partners LLC
Industry Financial Services
Experience
Salem Partners LLC June 2013 - Present
UC Irvine Student Managed Investment Fund April 2012 - June 2013
Roth Capital Partners December 2012 - April 2013
Merrill Lynch March 2012 - September 2012
Harvey & Company LLC January 2012 - April 2012
Simpluris Technologies Private Limited October 2011 - January 2012
Portland State University Campus Recreation September 2010 - June 2011
Skills
Microsoft Office, Banner Accounting System, Vietnamese, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Data Analysis, Outlook, Research, Access, Tax, Customer Service, Pivot Tables, Public Speaking, Bloomberg Terminal, Analysis, Mergers & Acquisitions, Event Planning, Financial Analysis, English, Financial Modeling, Account Reconciliation, Corporate Finance, Time Management, Valuation, Leadership, Critical Thinking, Strategic Planning, Equities, Economics, Portfolio Management, Financial Reporting, Nonprofits, Windows, Team Leadership, Data Entry, Market Research, Bloomberg, Management, Fundraising, Finance, Project Management, Facebook, Social Networking, Social Media, Forecasting, Teamwork, Auditing, Statistics
Education
University of California, Irvine 2011 — 2013
Bachelor of Art, Business Administration (Accounting)
Portland State University - School of Business 2009 — 2011
Finance, General
Fairmont Preparatory Academy 2005 — 2009
High School
Salem Partners LLC June 2013 - Present
UC Irvine Student Managed Investment Fund April 2012 - June 2013
Roth Capital Partners December 2012 - April 2013
Merrill Lynch March 2012 - September 2012
Harvey & Company LLC January 2012 - April 2012
Simpluris Technologies Private Limited October 2011 - January 2012
Portland State University Campus Recreation September 2010 - June 2011
Skills
Microsoft Office, Banner Accounting System, Vietnamese, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Data Analysis, Outlook, Research, Access, Tax, Customer Service, Pivot Tables, Public Speaking, Bloomberg Terminal, Analysis, Mergers & Acquisitions, Event Planning, Financial Analysis, English, Financial Modeling, Account Reconciliation, Corporate Finance, Time Management, Valuation, Leadership, Critical Thinking, Strategic Planning, Equities, Economics, Portfolio Management, Financial Reporting, Nonprofits, Windows, Team Leadership, Data Entry, Market Research, Bloomberg, Management, Fundraising, Finance, Project Management, Facebook, Social Networking, Social Media, Forecasting, Teamwork, Auditing, Statistics
Education
University of California, Irvine 2011 — 2013
Bachelor of Art, Business Administration (Accounting)
Portland State University - School of Business 2009 — 2011
Finance, General
Fairmont Preparatory Academy 2005 — 2009
High School
Andre La Brec Andre La Brec's Harvey & Company LLC Experience September 2014 - December 2014
Job Investment Banking Analyst at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson Companies December 2014 - Present
Harvey & Company LLC September 2014 - December 2014
Self-Employed December 2013 - December 2014
Boys and Girls Clubs of America October 2013 - August 2014
AfterForeclosure.com October 2013 - February 2014
Treo Solutions May 2012 - August 2012
Boys & Girls Clubs of Greater San Diego May 2010 - August 2011
Henry's Farmers Market May 2008 - May 2010
Vector Marketing March 2008 - May 2008
Skills
Microsoft Office, Microsoft Excel, Research, Sales, PowerPoint, Customer Service, Analysis, Social Media Marketing, Social Media, Training, Social Networking, Entrepreneurship, Marketing, Investments, Data Analysis, Microsoft Word, Public Speaking, Leadership, Team Leadership, Financial Analysis, Finance, Program Management, Data Entry, Databases, Teaching, Economics, Stata, Teamwork, Event Planning, Editing, Facebook, Event Management, Fundraising, Nonprofits, Blogging, Time Management, Critical Thinking, Coaching, Community Outreach, Team Building, Lead Generation, Google Docs, SEO, Bill Payment, Account Management, Billing Systems, Corporate Finance
Education
University of California, Berkeley 2011 — 2013
Bachelor of Arts (B.A.), Legal Studies, General, Cum Laude with 3.73
Palomar College 2008 — 2011
IGETC Certification, 3.93
D.A. Davidson Companies December 2014 - Present
Harvey & Company LLC September 2014 - December 2014
Self-Employed December 2013 - December 2014
Boys and Girls Clubs of America October 2013 - August 2014
AfterForeclosure.com October 2013 - February 2014
Treo Solutions May 2012 - August 2012
Boys & Girls Clubs of Greater San Diego May 2010 - August 2011
Henry's Farmers Market May 2008 - May 2010
Vector Marketing March 2008 - May 2008
Skills
Microsoft Office, Microsoft Excel, Research, Sales, PowerPoint, Customer Service, Analysis, Social Media Marketing, Social Media, Training, Social Networking, Entrepreneurship, Marketing, Investments, Data Analysis, Microsoft Word, Public Speaking, Leadership, Team Leadership, Financial Analysis, Finance, Program Management, Data Entry, Databases, Teaching, Economics, Stata, Teamwork, Event Planning, Editing, Facebook, Event Management, Fundraising, Nonprofits, Blogging, Time Management, Critical Thinking, Coaching, Community Outreach, Team Building, Lead Generation, Google Docs, SEO, Bill Payment, Account Management, Billing Systems, Corporate Finance
Education
University of California, Berkeley 2011 — 2013
Bachelor of Arts (B.A.), Legal Studies, General, Cum Laude with 3.73
Palomar College 2008 — 2011
IGETC Certification, 3.93
David Scharf David Scharf's Harvey & Company LLC Experience April 2015 - Present
Job Associate at Harvey & Company LLC
Industry Financial Services
Experience
Harvey & Company LLC April 2015 - Present
Harvey & Company LLC July 2013 - March 2015
Harvey & Company LLC January 2013 - June 2013
Prospect Mortgage, LLC July 2012 - January 2013
Marcus & Millichap September 2011 - June 2012
UBS August 2011 - January 2012
Skills
Microsoft Excel, PowerPoint, Outlook Express, Microsoft Office, Loans, Marketing, Outlook, Investment Banking, Finance, Acquisitions, Real Estate, Business Analysis, Sales, Financial Analysis, Refinancings, New Business Development, Mergers, Loan Officers, Mergers & Acquisitions, Analysis, Private Equity, Venture Capital, Strategy, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Management Consulting, Portfolio Management, Economics
Education
UC Irvine 2008 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics, Department GPA: 3.61
Scripps Ranch High School 2004 — 2008
Harvey & Company LLC April 2015 - Present
Harvey & Company LLC July 2013 - March 2015
Harvey & Company LLC January 2013 - June 2013
Prospect Mortgage, LLC July 2012 - January 2013
Marcus & Millichap September 2011 - June 2012
UBS August 2011 - January 2012
Skills
Microsoft Excel, PowerPoint, Outlook Express, Microsoft Office, Loans, Marketing, Outlook, Investment Banking, Finance, Acquisitions, Real Estate, Business Analysis, Sales, Financial Analysis, Refinancings, New Business Development, Mergers, Loan Officers, Mergers & Acquisitions, Analysis, Private Equity, Venture Capital, Strategy, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Management Consulting, Portfolio Management, Economics
Education
UC Irvine 2008 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics, Department GPA: 3.61
Scripps Ranch High School 2004 — 2008
Karen Ouyang Karen Ouyang's Harvey & Company LLC Experience August 2012 - December 2012
Job Communications Associate at PIMCO
Industry Financial Services
Experience
PIMCO November 2014 - Present
SW Asset Management January 2013 - November 2014
Harvey & Company LLC August 2012 - December 2012
Kitagawa & Ebert, P.C. March 2010 - February 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Quicken, Data Analysis, Market Research, Capital IQ, Wordperfect, Trading, Management, Investments
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General
Fudan University
PIMCO November 2014 - Present
SW Asset Management January 2013 - November 2014
Harvey & Company LLC August 2012 - December 2012
Kitagawa & Ebert, P.C. March 2010 - February 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Quicken, Data Analysis, Market Research, Capital IQ, Wordperfect, Trading, Management, Investments
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General
Fudan University
David Hwang David Hwang's Harvey & Company LLC Experience June 2011 - August 2011
Job Technology Investment Banking Analyst at Oppenheimer & Co. Inc.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. July 2014 - Present
Pagemill Partners March 2014 - June 2014
Shore Group Associates June 2013 - February 2014
Harvey & Company LLC June 2011 - August 2011
Skills
Market Research, Stem Cells, Business Development, Investments, Mergers & Acquisitions, Data Analysis, Microsoft Office, Project Management, Analysis, Microsoft Excel, Research, Financial Modeling, Salesforce.com, CRM, Management, Business Analysis, Financial Analysis, Leadership, Strategic Planning, Business Strategy, Team Leadership, Strategy, Valuation
Education
The Johns Hopkins University
Bachelor of Economics, Entrepreneurship and Management Minor
San Marino High School
Oppenheimer & Co. Inc. July 2014 - Present
Pagemill Partners March 2014 - June 2014
Shore Group Associates June 2013 - February 2014
Harvey & Company LLC June 2011 - August 2011
Skills
Market Research, Stem Cells, Business Development, Investments, Mergers & Acquisitions, Data Analysis, Microsoft Office, Project Management, Analysis, Microsoft Excel, Research, Financial Modeling, Salesforce.com, CRM, Management, Business Analysis, Financial Analysis, Leadership, Strategic Planning, Business Strategy, Team Leadership, Strategy, Valuation
Education
The Johns Hopkins University
Bachelor of Economics, Entrepreneurship and Management Minor
San Marino High School
Chase Overlie Chase Overlie's Harvey & Company LLC Experience June 2009 - August 2009
Job MBA Candidate, The University of Chicago Booth School of Business
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Merrill Lynch February 2011 - May 2014
Merrill Lynch July 2010 - February 2011
Harvey & Company LLC June 2009 - August 2009
Union Bank of California, N.A. June 2007 - August 2007
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
Pepperdine University
Bachelor of Science (BS), Finance, Economics
Swiss Finance Academy
Certificate, Capital Markets, Investment Banking
The Bishop's School
Morgan Stanley June 2015 - August 2015
Merrill Lynch February 2011 - May 2014
Merrill Lynch July 2010 - February 2011
Harvey & Company LLC June 2009 - August 2009
Union Bank of California, N.A. June 2007 - August 2007
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
Pepperdine University
Bachelor of Science (BS), Finance, Economics
Swiss Finance Academy
Certificate, Capital Markets, Investment Banking
The Bishop's School
Filip Westlander Filip Westlander's Harvey & Company LLC Experience January 2015 - Present
Job Merger & Acquisition Analyst Intern at Harvey & Company LLC
Industry Financial Services
Experience
Harvey & Company LLC January 2015 - Present
The So Cal Group May 2014 - August 2014
Telenor Sweden AB September 2009 - July 2012
Telenor Sweden AB September 2008 - June 2009
Baskin Robbins December 2007 - June 2008
Skills
Customer Satisfaction, Project Planning, Leadership, Management, Selling, People Skills, Team Leadership, Marketing, Business Strategy, Training, International Relations, Team Building, Analysis, Microsoft Excel, Microsoft Office, Operations Management, Leadership Development, Coaching, Market Research, PowerPoint, B2B, Financial Modeling, Financial Analysis, Mergers & Acquisitions
Education
Chapman University 2013 — 2015
Bachelor of Science, Business Administration, Finance Emphasis
Chapman University 2013 — 2015
Bachelor of Arts, Economics
Orange Coast College 2012 — 2013
Associate of Science, Business Administration
Sjölins Gymnasium 2003 — 2007
Göteborg, Sweden
Auburn High School 2005 — 2006
Auburn, NY, USA
Henley High School 2001 — 2003
Adelaide, Australia
Harvey & Company LLC January 2015 - Present
The So Cal Group May 2014 - August 2014
Telenor Sweden AB September 2009 - July 2012
Telenor Sweden AB September 2008 - June 2009
Baskin Robbins December 2007 - June 2008
Skills
Customer Satisfaction, Project Planning, Leadership, Management, Selling, People Skills, Team Leadership, Marketing, Business Strategy, Training, International Relations, Team Building, Analysis, Microsoft Excel, Microsoft Office, Operations Management, Leadership Development, Coaching, Market Research, PowerPoint, B2B, Financial Modeling, Financial Analysis, Mergers & Acquisitions
Education
Chapman University 2013 — 2015
Bachelor of Science, Business Administration, Finance Emphasis
Chapman University 2013 — 2015
Bachelor of Arts, Economics
Orange Coast College 2012 — 2013
Associate of Science, Business Administration
Sjölins Gymnasium 2003 — 2007
Göteborg, Sweden
Auburn High School 2005 — 2006
Auburn, NY, USA
Henley High School 2001 — 2003
Adelaide, Australia
Kathryn Lancendorfer's Harvey & Company LLC Experience September 2013 - December 2013
Job Business Analyst at Cotap, Inc.
Industry Computer Software
Experience
Cotap, Inc. February 2014 - Present
Harvey & Company LLC September 2013 - December 2013
Frank's Texas Barbeque July 2008 - August 2011
Skills
Economics, PowerPoint, Microsoft Excel, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Customer Service, Social Networking, Microsoft Word, Microsoft Office, Facebook, Marketing, Sales, Event Planning, Public Speaking, Social Media Marketing, Social Media, Time Management, Teamwork
Education
California State University-Long Beach 2009 — 2013
Bachelor of Arts (BA), Business/Managerial Economics
Burlingame High School 2005 — 2009
Cotap, Inc. February 2014 - Present
Harvey & Company LLC September 2013 - December 2013
Frank's Texas Barbeque July 2008 - August 2011
Skills
Economics, PowerPoint, Microsoft Excel, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Customer Service, Social Networking, Microsoft Word, Microsoft Office, Facebook, Marketing, Sales, Event Planning, Public Speaking, Social Media Marketing, Social Media, Time Management, Teamwork
Education
California State University-Long Beach 2009 — 2013
Bachelor of Arts (BA), Business/Managerial Economics
Burlingame High School 2005 — 2009
Kay E. Larsen Kay E. Larsen's Harvey & Company LLC Experience April 2012 - May 2014
Job Marketing Coordinator
Industry Marketing and Advertising
Experience
Orangetheory Fitness May 2014 - Present
Harvey & Company LLC April 2012 - May 2014
Harvey & Company LLC November 2011 - April 2012
Gerrard's Market May 2005 - June 2009
Skills
Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Typing, Market Research, Coordination
Education
University of Redlands 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Redlands 2007 — 2011
Bachelor of Arts (B.A.), Managerial Studies & Religious Studies
The University of Western Australia 2009 — 2010
Bachelor's degree, Study Abroad
Redlands High School 2004 — 2007
High School Diploma
Loma Linda Academy
Orangetheory Fitness May 2014 - Present
Harvey & Company LLC April 2012 - May 2014
Harvey & Company LLC November 2011 - April 2012
Gerrard's Market May 2005 - June 2009
Skills
Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Typing, Market Research, Coordination
Education
University of Redlands 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Redlands 2007 — 2011
Bachelor of Arts (B.A.), Managerial Studies & Religious Studies
The University of Western Australia 2009 — 2010
Bachelor's degree, Study Abroad
Redlands High School 2004 — 2007
High School Diploma
Loma Linda Academy
John Desmond's Harvey & Company LLC Experience June 2010 - August 2010
Job Commodities Business Development at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP July 2014 - Present
Bloomberg LP March 2013 - Present
Bloomberg July 2011 - February 2013
West Coast Asset Management January 2011 - July 2011
Harvey & Company LLC June 2010 - August 2010
Go Sportn Inc. May 2008 - December 2009
Office of Congressman John Campbell January 2009 - May 2009
Skills
Financial Modeling, Private Equity, Mergers, Portfolio Management, Bloomberg
Education
Pepperdine University 2007 — 2011
Bachelor of Arts, Economics
Georgetown Preparatory School 2003 — 2007
Bloomberg LP July 2014 - Present
Bloomberg LP March 2013 - Present
Bloomberg July 2011 - February 2013
West Coast Asset Management January 2011 - July 2011
Harvey & Company LLC June 2010 - August 2010
Go Sportn Inc. May 2008 - December 2009
Office of Congressman John Campbell January 2009 - May 2009
Skills
Financial Modeling, Private Equity, Mergers, Portfolio Management, Bloomberg
Education
Pepperdine University 2007 — 2011
Bachelor of Arts, Economics
Georgetown Preparatory School 2003 — 2007
Kenji-Luis Taniguchi Kenji-Luis Taniguchi's Harvey & Company LLC Experience March 2009 - July 2009
Job Contractor at Baseline
Industry Entertainment
Experience
LEFI Property Investments August 2014 - Present
Various Projects September 2011 - August 2014
Nishimoto Trading Co., Ltd. July 2009 - September 2011
Harvey & Company LLC March 2009 - July 2009
Stratus Media Group March 2007 - September 2007
Earth Rights Institute June 2006 - August 2006
ATHGO International April 2006 - April 2006
Los Angeles County Office of Education November 2004 - August 2005
Skills
English, Spanish, French, Japanese, Portuguese, Translation, International Business, Research, Social Media, Customer Service, New Business Development, Writing, Market Research, Event Planning, Public Relations, Public Speaking, Customer Relations, Excel, Logistics, Photoshop
Education
Art Center College of Design
California State University-Fullerton, Mihaylo College of Business and Economics 2008 — 2011
BA
Seton Hall University 2005 — 2007
LEFI Property Investments August 2014 - Present
Various Projects September 2011 - August 2014
Nishimoto Trading Co., Ltd. July 2009 - September 2011
Harvey & Company LLC March 2009 - July 2009
Stratus Media Group March 2007 - September 2007
Earth Rights Institute June 2006 - August 2006
ATHGO International April 2006 - April 2006
Los Angeles County Office of Education November 2004 - August 2005
Skills
English, Spanish, French, Japanese, Portuguese, Translation, International Business, Research, Social Media, Customer Service, New Business Development, Writing, Market Research, Event Planning, Public Relations, Public Speaking, Customer Relations, Excel, Logistics, Photoshop
Education
Art Center College of Design
California State University-Fullerton, Mihaylo College of Business and Economics 2008 — 2011
BA
Seton Hall University 2005 — 2007
Jay-Zamir Khan Jay-Zamir Khan's Harvey & Company LLC Experience December 2014 - Present
Job Research Intern at Harvey & Company LLC
Industry Investment Banking
Experience
Harvey & Company LLC December 2014 - Present
Nordstrom February 2012 - December 2014
Skills
Private Equity, Microsoft Excel, Equity Research, Leadership, Portfolio Management, Management, Strategy, Sales, Qualitative Research, Investments
Education
California State University-Fullerton 2013 — 2016
Bachelor of Business Administration (B.B.A.), Accounting, 3.71/4.00
Santa Ana College 2010 — 2012
Associate of Arts (AA), Business Administration and Management, General, 3.59/4.00
Harvey & Company LLC December 2014 - Present
Nordstrom February 2012 - December 2014
Skills
Private Equity, Microsoft Excel, Equity Research, Leadership, Portfolio Management, Management, Strategy, Sales, Qualitative Research, Investments
Education
California State University-Fullerton 2013 — 2016
Bachelor of Business Administration (B.B.A.), Accounting, 3.71/4.00
Santa Ana College 2010 — 2012
Associate of Arts (AA), Business Administration and Management, General, 3.59/4.00
Samantha Stallings's Harvey & Company LLC Experience May 2011 - August 2011
Job Software Engineer at Shift Payments
Industry Computer Software
Experience
Shift Payments March 2015 - Present
Dev Bootcamp January 2015 - Present
Wells Fargo Capital Finance July 2013 - June 2014
Union Bank May 2012 - August 2012
America's Growth Capital November 2011 - January 2012
Harvey & Company LLC May 2011 - August 2011
Morgan Stanley Smith Barney August 2010 - December 2010
Skills
Financial Modeling
Education
Loyola Marymount University, College of Business Administration 2009 — 2013
Bachelor of Arts (BA), Finance
Imperial College London 2011 — 2011
Dev Bootcamp
Shift Payments March 2015 - Present
Dev Bootcamp January 2015 - Present
Wells Fargo Capital Finance July 2013 - June 2014
Union Bank May 2012 - August 2012
America's Growth Capital November 2011 - January 2012
Harvey & Company LLC May 2011 - August 2011
Morgan Stanley Smith Barney August 2010 - December 2010
Skills
Financial Modeling
Education
Loyola Marymount University, College of Business Administration 2009 — 2013
Bachelor of Arts (BA), Finance
Imperial College London 2011 — 2011
Dev Bootcamp
Azim Hirani Azim Hirani's Harvey & Company LLC Experience April 2012 - June 2012
Job Entrepreneur, CFA Candidate
Industry Restaurants
Experience
Duff & Phelps July 2014 - July 2015
Eureka Capital Markets, LLC January 2014 - June 2014
Student Managed Investment Fund at UC Irvine May 2013 - June 2014
Undergraduate Finance Association at UC Irvine September 2011 - March 2014
Roth Capital Partners September 2013 - December 2013
CoreLogic June 2013 - August 2013
Emerald One Investments May 2010 - August 2013
Bloomberg LP June 2012 - June 2013
Harvey & Company LLC April 2012 - June 2012
UCI - Graduate Division October 2011 - June 2012
Skills
Microsoft Excel, Financial Modeling, Microsoft Office, Finance, Leadership, Financial Analysis, PowerPoint, Social Media, Management, Research, Market Research, Economics, Investments, Microsoft Word, Public Speaking, Marketing, Teamwork, Access, Data Analysis, Analysis, Entrepreneurship, Social Media Marketing, Mergers & Acquisitions, Bloomberg, Valuation, Sales, Financial Management, CSS, Business Development, Portfolio Management, Strategy, Photoshop, Start-ups, Corporate Finance, Salesforce.com
Education
University of California, Irvine 2010 — 2014
Bachelors of Science, Business Economics and Political Science
Chaminade College Preparatory High School 2006 — 2010
Duff & Phelps July 2014 - July 2015
Eureka Capital Markets, LLC January 2014 - June 2014
Student Managed Investment Fund at UC Irvine May 2013 - June 2014
Undergraduate Finance Association at UC Irvine September 2011 - March 2014
Roth Capital Partners September 2013 - December 2013
CoreLogic June 2013 - August 2013
Emerald One Investments May 2010 - August 2013
Bloomberg LP June 2012 - June 2013
Harvey & Company LLC April 2012 - June 2012
UCI - Graduate Division October 2011 - June 2012
Skills
Microsoft Excel, Financial Modeling, Microsoft Office, Finance, Leadership, Financial Analysis, PowerPoint, Social Media, Management, Research, Market Research, Economics, Investments, Microsoft Word, Public Speaking, Marketing, Teamwork, Access, Data Analysis, Analysis, Entrepreneurship, Social Media Marketing, Mergers & Acquisitions, Bloomberg, Valuation, Sales, Financial Management, CSS, Business Development, Portfolio Management, Strategy, Photoshop, Start-ups, Corporate Finance, Salesforce.com
Education
University of California, Irvine 2010 — 2014
Bachelors of Science, Business Economics and Political Science
Chaminade College Preparatory High School 2006 — 2010
Rachael Tang's Harvey & Company LLC Experience June 2014 - August 2014
Job Summer Analyst at Harvey & Company LLC
Industry Financial Services
Experience
Harvey & Company LLC June 2014 - August 2014
Cal Poly Fund January 2013 - April 2014
Orfalea College of Business September 2012 - December 2012
Ameriasia Lending June 2012 - August 2012
Beard Papa's Cafe June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, QuickBooks, Access, Social Media, Teamwork, Research, Windows, Financial Accounting, Accounting, Facebook, Customer Service, Market Research, Data Analysis, Sales
Education
California Polytechnic State University-San Luis Obispo 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Arcadia High School 2007 — 2011
Harvey & Company LLC June 2014 - August 2014
Cal Poly Fund January 2013 - April 2014
Orfalea College of Business September 2012 - December 2012
Ameriasia Lending June 2012 - August 2012
Beard Papa's Cafe June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, QuickBooks, Access, Social Media, Teamwork, Research, Windows, Financial Accounting, Accounting, Facebook, Customer Service, Market Research, Data Analysis, Sales
Education
California Polytechnic State University-San Luis Obispo 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Arcadia High School 2007 — 2011
Anderson Nguyen Anderson Nguyen's Harvey & Company LLC Experience March 2014 - June 2014
Job Student at University of California, Irvine
Industry Information Technology and Services
Experience
Management Information Student Society April 2014 - March 2015
Harvey & Company LLC March 2014 - June 2014
Skills
Microsoft Excel, Marketing, Adobe Photoshop, Project Management, Java, Python, Leadership, Teamwork, Accounting, Photography, Market Research, Research, Finance, Analytics, Data Analysis, Financial Modeling, Social Media, Customer Service, Valuation, C++, Matlab, Fundraising, Strategy, SQL, Google Adwords, Microsoft Office, Google Analytics, Final Cut Pro, Social Media Marketing, Web Development, Vietnamese, Spanish
Education
University of California, Irvine 2013 — 2015
Bachelor of Science (B.S.), Business Information Management
Management Information Student Society April 2014 - March 2015
Harvey & Company LLC March 2014 - June 2014
Skills
Microsoft Excel, Marketing, Adobe Photoshop, Project Management, Java, Python, Leadership, Teamwork, Accounting, Photography, Market Research, Research, Finance, Analytics, Data Analysis, Financial Modeling, Social Media, Customer Service, Valuation, C++, Matlab, Fundraising, Strategy, SQL, Google Adwords, Microsoft Office, Google Analytics, Final Cut Pro, Social Media Marketing, Web Development, Vietnamese, Spanish
Education
University of California, Irvine 2013 — 2015
Bachelor of Science (B.S.), Business Information Management
Oxana Kachtanova Oxana Kachtanova's Harvey & Company LLC Experience October 2007 - January 2008
Job Manager, FP&A and Strategy at Quixey
Industry Internet
Experience
Quixey October 2014 - Present
Wize Commerce (formerly Nextag) June 2014 - October 2014
Wize Commerce (formerly Nextag) July 2012 - October 2014
Visa July 2011 - July 2012
Goldman Sachs July 2010 - June 2011
Pathway Capital Management December 2008 - November 2009
Johnson & Johnson February 2008 - August 2008
Harvey & Company LLC October 2007 - January 2008
Merrill Lynch June 2007 - September 2007
Forval International June 2007 - September 2007
Skills
Forecasting, Financial Modeling, Business Strategy, Financial Analysis, Mergers & Acquisitions, Strategy, Due Diligence, Corporate Finance, Analytics, Microsoft Excel, Microsoft Office, Bloomberg, Valuation, Investment Banking, Financial Reporting, Market Research, Private Equity, Business Analysis, Finance, PowerPoint, Research, Business Planning, Competitive Analysis, Essbase, Retail, Consumer Products, Payments, Capital IQ, Hyperion, Cognos, Hyperion Enterprise, Hyperion Planning, Excel, Bloomberg Terminal, Business Valuation, Photoshop, Corporate FP&A, Smartview, Process Improvement, Facebook, Business Process..., New Business Development, Entrepreneurship, E-commerce, Search Advertising, Photography, Written & Oral..., Comparison Shopping..., Comparison Shopping, Online Advertising
Education
University of California, Irvine 2006 — 2009
B.A.
Investment Banking Institute 2008 — 2008
CFA Institute 2008 — 2008
CFA Level I Candidate (December 2008)
Quixey October 2014 - Present
Wize Commerce (formerly Nextag) June 2014 - October 2014
Wize Commerce (formerly Nextag) July 2012 - October 2014
Visa July 2011 - July 2012
Goldman Sachs July 2010 - June 2011
Pathway Capital Management December 2008 - November 2009
Johnson & Johnson February 2008 - August 2008
Harvey & Company LLC October 2007 - January 2008
Merrill Lynch June 2007 - September 2007
Forval International June 2007 - September 2007
Skills
Forecasting, Financial Modeling, Business Strategy, Financial Analysis, Mergers & Acquisitions, Strategy, Due Diligence, Corporate Finance, Analytics, Microsoft Excel, Microsoft Office, Bloomberg, Valuation, Investment Banking, Financial Reporting, Market Research, Private Equity, Business Analysis, Finance, PowerPoint, Research, Business Planning, Competitive Analysis, Essbase, Retail, Consumer Products, Payments, Capital IQ, Hyperion, Cognos, Hyperion Enterprise, Hyperion Planning, Excel, Bloomberg Terminal, Business Valuation, Photoshop, Corporate FP&A, Smartview, Process Improvement, Facebook, Business Process..., New Business Development, Entrepreneurship, E-commerce, Search Advertising, Photography, Written & Oral..., Comparison Shopping..., Comparison Shopping, Online Advertising
Education
University of California, Irvine 2006 — 2009
B.A.
Investment Banking Institute 2008 — 2008
CFA Institute 2008 — 2008
CFA Level I Candidate (December 2008)
Timothy Gow's Harvey & Company LLC Experience July 2012 - September 2012
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2014 - Present
Morgan Stanley Wealth Management September 2013 - July 2014
Focus Academy September 2013 - July 2014
UC Irvine May 2013 - December 2013
Morgan Stanley Wealth Management October 2012 - September 2013
Harvey & Company LLC July 2012 - September 2012
Skills
Eagle Scout, Wealth Management, Finance, Corporate Finance, Banking, Macroeconomics, Microeconomics, Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, Economics
Education
University of California, Irvine 2008 — 2014
Bachelor of Arts (B.A.), Business Economics, 3.91/4.00
University of Sussex 2013 — 2013
4.00/4.00
Irvine Valley College 2010 — 2012
Mathematics
Morgan Stanley Wealth Management August 2014 - Present
Morgan Stanley Wealth Management September 2013 - July 2014
Focus Academy September 2013 - July 2014
UC Irvine May 2013 - December 2013
Morgan Stanley Wealth Management October 2012 - September 2013
Harvey & Company LLC July 2012 - September 2012
Skills
Eagle Scout, Wealth Management, Finance, Corporate Finance, Banking, Macroeconomics, Microeconomics, Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, Economics
Education
University of California, Irvine 2008 — 2014
Bachelor of Arts (B.A.), Business Economics, 3.91/4.00
University of Sussex 2013 — 2013
4.00/4.00
Irvine Valley College 2010 — 2012
Mathematics
Hollie Che Hollie Che's Harvey & Company LLC Experience May 2012 - August 2012
Job Store Manager at Lennox International
Industry Consumer Goods
Experience
Lennox International January 2014 - Present
Lennox International June 2013 - November 2013
Harvey & Company LLC May 2012 - August 2012
EthiCAL Apparel December 2010 - September 2011
Skills
Marketing, Investments, Private Equity, Mergers & Acquisitions, Sales, Training
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (BA), Economics
University of California, Berkeley 2009 — 2013
Bachelor of Arts (BA), Legal Studies, General
Lennox International January 2014 - Present
Lennox International June 2013 - November 2013
Harvey & Company LLC May 2012 - August 2012
EthiCAL Apparel December 2010 - September 2011
Skills
Marketing, Investments, Private Equity, Mergers & Acquisitions, Sales, Training
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (BA), Economics
University of California, Berkeley 2009 — 2013
Bachelor of Arts (BA), Legal Studies, General
Joanna Lui's Harvey & Company LLC Experience June 2013 - August 2013
Job Analyst at Warner Bros. Entertainment Group of Companies
Industry Entertainment
Experience
Warner Bros. Entertainment Group of Companies June 2015 - Present
Harvey & Company LLC June 2013 - August 2013
Merrill Lynch September 2011 - December 2011
Academy of Business Leadership March 2011 - August 2011
Fairmont Hotels and Resorts February 2011 - May 2011
Skills
Marketing, Finance, Fundraising, Teamwork, Microsoft Office, Public Speaking, Management, Event Planning, Business Strategy, Strategic Planning, Research, Microsoft Excel, Leadership, Microsoft Word, PowerPoint, Social Media, Sales, Data Analysis, Excel
Education
University of Southern California
Bachelor of Science (BS), Business Administration
National Taiwan University 2014 — 2014
Exchange Student - Management
Warner Bros. Entertainment Group of Companies June 2015 - Present
Harvey & Company LLC June 2013 - August 2013
Merrill Lynch September 2011 - December 2011
Academy of Business Leadership March 2011 - August 2011
Fairmont Hotels and Resorts February 2011 - May 2011
Skills
Marketing, Finance, Fundraising, Teamwork, Microsoft Office, Public Speaking, Management, Event Planning, Business Strategy, Strategic Planning, Research, Microsoft Excel, Leadership, Microsoft Word, PowerPoint, Social Media, Sales, Data Analysis, Excel
Education
University of Southern California
Bachelor of Science (BS), Business Administration
National Taiwan University 2014 — 2014
Exchange Student - Management
Mason Waite Mason Waite's Harvey & Company LLC Experience June 2008 - January 2009
Job Associate Manager, Tax at WD, a Western Digital company
Industry Management Consulting
Experience
WD, a Western Digital company July 2015 - Present
Deloitte January 2012 - June 2015
Concert Capital Partners May 2010 - May 2014
Morgan Drexen February 2009 - December 2011
Superior Court of California January 2011 - May 2011
United States Bankruptcy Court January 2010 - May 2010
Harvey & Company LLC June 2008 - January 2009
Skills
Mergers, Litigation, Due Diligence, Financial Modeling, Civil Litigation
Education
Chapman University, School of Law 2007 — 2011
Juris Doctor, Cum Laude
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2011
Master of Business Administration, Beta Gamma Sigma
Brigham Young University 2002 — 2006
B.S., Business Management
WD, a Western Digital company July 2015 - Present
Deloitte January 2012 - June 2015
Concert Capital Partners May 2010 - May 2014
Morgan Drexen February 2009 - December 2011
Superior Court of California January 2011 - May 2011
United States Bankruptcy Court January 2010 - May 2010
Harvey & Company LLC June 2008 - January 2009
Skills
Mergers, Litigation, Due Diligence, Financial Modeling, Civil Litigation
Education
Chapman University, School of Law 2007 — 2011
Juris Doctor, Cum Laude
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2011
Master of Business Administration, Beta Gamma Sigma
Brigham Young University 2002 — 2006
B.S., Business Management
Laura Frega Laura Frega's Harvey & Company LLC Experience December 2012 - June 2014
Job Junior Financial Analyst at Arixa Capital Advisors
Industry Investment Management
Experience
Arixa Capital Advisors August 2014 - Present
Harvey & Company LLC December 2012 - June 2014
The American University in Cairo January 2012 - June 2012
United States Agency for International Development (USAID) July 2010 - August 2010
British Airways - North Africa's Financial Hub June 2010 - July 2010
Skills
Proficient Communicator, Microsoft Excel, Microsoft Office, Prezi, Presentations, Quantitative Research, Corporate Finance, Financial Analysis, Merger & Acquisition..., Private Equity, Economics, Finance, Mergers & Acquisitions, LBO, Capital IQ, Valuation, Investment Banking, Equity Research, Bloomberg, Business Valuation, Capital Markets, Industry Research, Investments
Education
The American University in Cairo 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 3.69 GPA
IGCSE Saint Fatima School 2005 — 2008
Arixa Capital Advisors August 2014 - Present
Harvey & Company LLC December 2012 - June 2014
The American University in Cairo January 2012 - June 2012
United States Agency for International Development (USAID) July 2010 - August 2010
British Airways - North Africa's Financial Hub June 2010 - July 2010
Skills
Proficient Communicator, Microsoft Excel, Microsoft Office, Prezi, Presentations, Quantitative Research, Corporate Finance, Financial Analysis, Merger & Acquisition..., Private Equity, Economics, Finance, Mergers & Acquisitions, LBO, Capital IQ, Valuation, Investment Banking, Equity Research, Bloomberg, Business Valuation, Capital Markets, Industry Research, Investments
Education
The American University in Cairo 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 3.69 GPA
IGCSE Saint Fatima School 2005 — 2008
Christopher Onan Christopher Onan's Harvey & Company LLC Experience April 2014 - September 2014
Job Investment Banking Analyst at Trefethen Advisors, LLC
Industry Banking
Experience
Trefethen Advisors, LLC December 2014 - Present
Trefethen Advisors, LLC September 2014 - Present
Harvey & Company LLC April 2014 - September 2014
Avondale Partners December 2012 - January 2013
Scottrade January 2012 - November 2012
US Census Bureau April 2010 - August 2010
Onan Landscaping April 2005 - August 2008
Skills
Microsoft Excel, PowerPoint, Investments, Analysis, Research, Critical Thinking, Financial Analysis, Microsoft Word, Microsoft Office, Social Networking, Public Speaking, Market Research, Teamwork, Access, Data Analysis, Leadership, Financial Modeling, Business Strategy, Organizational Behavior, Personal Finance, Pitchbook
Education
The University of Tennessee at Chattanooga 2008 — 2013
Bachelor of Applied Science (BASc), Economics
Trefethen Advisors, LLC December 2014 - Present
Trefethen Advisors, LLC September 2014 - Present
Harvey & Company LLC April 2014 - September 2014
Avondale Partners December 2012 - January 2013
Scottrade January 2012 - November 2012
US Census Bureau April 2010 - August 2010
Onan Landscaping April 2005 - August 2008
Skills
Microsoft Excel, PowerPoint, Investments, Analysis, Research, Critical Thinking, Financial Analysis, Microsoft Word, Microsoft Office, Social Networking, Public Speaking, Market Research, Teamwork, Access, Data Analysis, Leadership, Financial Modeling, Business Strategy, Organizational Behavior, Personal Finance, Pitchbook
Education
The University of Tennessee at Chattanooga 2008 — 2013
Bachelor of Applied Science (BASc), Economics
Allen He Allen He's Harvey & Company LLC Experience May 2011 - August 2011
Job Sr. Corporate Strategy Analyst at NetApp
Industry Information Technology and Services
Experience
NetApp July 2015 - Present
NetApp March 2013 - July 2015
Cisco Systems June 2012 - August 2012
Harvey & Company LLC May 2011 - August 2011
TSC Offshore Group June 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Business Strategy, Valuation, Market Research, Microsoft Office, Mandarin, Corporate Finance, Data Analysis, PowerPoint, Capital IQ, Mergers & Acquisitions, VBA, Financial Modeling
Education
University of California, Berkeley 2009 — 2012
Undergraduate, B.S. Business Administrastion
Stanford University 2008 — 2008
Summary Program
NetApp July 2015 - Present
NetApp March 2013 - July 2015
Cisco Systems June 2012 - August 2012
Harvey & Company LLC May 2011 - August 2011
TSC Offshore Group June 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Business Strategy, Valuation, Market Research, Microsoft Office, Mandarin, Corporate Finance, Data Analysis, PowerPoint, Capital IQ, Mergers & Acquisitions, VBA, Financial Modeling
Education
University of California, Berkeley 2009 — 2012
Undergraduate, B.S. Business Administrastion
Stanford University 2008 — 2008
Summary Program
Gino Inzerillo's Harvey & Company LLC Experience June 2014 - September 2015
Job Student at Chapman Unversity
Industry Investment Banking
Experience
Harvey & Company LLC June 2014 - September 2015
Chapman University May 2012 - May 2013
Solfire Tennis May 2010 - September 2010
Skills
Public Speaking, PowerPoint, Social Networking, Event Planning, Social Media Marketing, Microsoft Office, Fundraising, Research, Microsoft Excel, Time Management, Leadership, Teamwork, Team Leadership, Investment Strategies, Investment Management, Tennis, Event Management
Education
Chapman University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
De La Salle High School 2007 — 2011
Harvey & Company LLC June 2014 - September 2015
Chapman University May 2012 - May 2013
Solfire Tennis May 2010 - September 2010
Skills
Public Speaking, PowerPoint, Social Networking, Event Planning, Social Media Marketing, Microsoft Office, Fundraising, Research, Microsoft Excel, Time Management, Leadership, Teamwork, Team Leadership, Investment Strategies, Investment Management, Tennis, Event Management
Education
Chapman University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
De La Salle High School 2007 — 2011
Fred Fang Fred Fang's Harvey & Company LLC Experience October 2013 - January 2014
Job Investment Banking Analyst at Roth Capital Partners
Industry Investment Banking
Experience
Roth Capital Partners December 2014 - Present
Roth Capital Partners July 2014 - December 2014
Roth Capital Partners January 2014 - July 2014
UCI Student Managed Investment Fund (SMIF) September 2013 - July 2014
Pluris Valuation Advisors LLC January 2014 - April 2014
Harvey & Company LLC October 2013 - January 2014
Skills
Photoshop, Corporate Finance, Financial Modeling, Economics, Valuation, Derivatives, Finance, Equities, Investments, Mergers & Acquisitions, Options, Equity Research, Bloomberg, Econometrics, Financial Analysis, Investment Banking
Education
University of California, Irvine 2011 — 2014
Bachelor of Arts (BA), Economics, Sociology
London School of Economics and Political Science
Finance, General
Biola University 2008 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Roth Capital Partners December 2014 - Present
Roth Capital Partners July 2014 - December 2014
Roth Capital Partners January 2014 - July 2014
UCI Student Managed Investment Fund (SMIF) September 2013 - July 2014
Pluris Valuation Advisors LLC January 2014 - April 2014
Harvey & Company LLC October 2013 - January 2014
Skills
Photoshop, Corporate Finance, Financial Modeling, Economics, Valuation, Derivatives, Finance, Equities, Investments, Mergers & Acquisitions, Options, Equity Research, Bloomberg, Econometrics, Financial Analysis, Investment Banking
Education
University of California, Irvine 2011 — 2014
Bachelor of Arts (BA), Economics, Sociology
London School of Economics and Political Science
Finance, General
Biola University 2008 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Michael Metskas Michael Metskas's Harvey & Company LLC Experience October 2013 - February 2014
Job Internal Wholesaler with an Orange County Real Estate Investment Trust
Industry Wireless
Experience
Orange County REIT Firm February 2014 - Present
Harvey & Company LLC October 2013 - February 2014
Global Net Commerce, Inc. February 2011 - October 2013
Jamba Juice August 2003 - August 2007
Skills
Operations Management, Inventory Management, Process Improvement, Logistics, Cross-functional Team..., Warehouse Management, Inventory Control, Team Leadership, Warehousing, Project Management, Team Building, Continuous Improvement, Customer Service, Vendor Management, Strategic Planning, Change Management, Contract Negotiation, Product Marketing, Sales Management, Customer Satisfaction
Education
California State University-Fullerton 2011 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Management Services
University of Colorado at Boulder 2007 — 2009
CFA Level I Candidate
Orange Coast College
Orange County REIT Firm February 2014 - Present
Harvey & Company LLC October 2013 - February 2014
Global Net Commerce, Inc. February 2011 - October 2013
Jamba Juice August 2003 - August 2007
Skills
Operations Management, Inventory Management, Process Improvement, Logistics, Cross-functional Team..., Warehouse Management, Inventory Control, Team Leadership, Warehousing, Project Management, Team Building, Continuous Improvement, Customer Service, Vendor Management, Strategic Planning, Change Management, Contract Negotiation, Product Marketing, Sales Management, Customer Satisfaction
Education
California State University-Fullerton 2011 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Management Services
University of Colorado at Boulder 2007 — 2009
CFA Level I Candidate
Orange Coast College
Paul Vega Paul Vega's Harvey & Company LLC Experience December 2011 - January 2012
Job Staff Accountant at Anyone Home Inc | Investor | CFA Candidate
Industry Financial Services
Experience
Anyone Home Inc March 2015 - Present
Irvine Company April 2014 - March 2015
Healthcare Real Estate Group December 2012 - February 2014
UBS Wealth Management February 2012 - June 2012
Harvey & Company LLC December 2011 - January 2012
Skills
Customer Service, Finance, Microsoft Office, Marketing, Investments, Leadership, Microsoft Excel, Personal Finance, Sales, Economics, Bookkeeping, Real Estate, Data Analysis, Research, CRM, Salesforce.com, Financial Reporting, Stocks, Equities, Market Research, Stock Market, Stock Trading
Education
Coursera
Business Foundations
University of California, Irvine 2008 — 2012
Economics, Spanish
La Quinta High School 2004 — 2008
International Baccalaureate
Anyone Home Inc March 2015 - Present
Irvine Company April 2014 - March 2015
Healthcare Real Estate Group December 2012 - February 2014
UBS Wealth Management February 2012 - June 2012
Harvey & Company LLC December 2011 - January 2012
Skills
Customer Service, Finance, Microsoft Office, Marketing, Investments, Leadership, Microsoft Excel, Personal Finance, Sales, Economics, Bookkeeping, Real Estate, Data Analysis, Research, CRM, Salesforce.com, Financial Reporting, Stocks, Equities, Market Research, Stock Market, Stock Trading
Education
Coursera
Business Foundations
University of California, Irvine 2008 — 2012
Economics, Spanish
La Quinta High School 2004 — 2008
International Baccalaureate
Alfonso Arreguin's Harvey & Company LLC Experience March 2014 - July 2014
Job Student at University of California Irvine
Industry Aviation & Aerospace
Experience
Harvey & Company LLC March 2014 - July 2014
usCalibration Incorporated October 2013 - January 2014
City of Chula Vista June 2012 - September 2012
Aeropostale November 2011 - July 2012
Skills
Matlab, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Sales, Retail, Customer Service, English, Quality Assurance, Engineering, Access, Time Management, Leadership, Communication, Marketing, Project Management
Education
University of California, Irvine 2012 — 2016
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering, Sophomore
Hilltop High School 2007 — 2012
Harvey & Company LLC March 2014 - July 2014
usCalibration Incorporated October 2013 - January 2014
City of Chula Vista June 2012 - September 2012
Aeropostale November 2011 - July 2012
Skills
Matlab, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Sales, Retail, Customer Service, English, Quality Assurance, Engineering, Access, Time Management, Leadership, Communication, Marketing, Project Management
Education
University of California, Irvine 2012 — 2016
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering, Sophomore
Hilltop High School 2007 — 2012
Miho Kamei's Harvey & Company LLC Experience December 2013 - April 2014
Job Actuarial Analyst I at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente November 2014 - Present
Harvey & Company LLC December 2013 - April 2014
Skills
Actuarial Science, Econometrics, P/1, R, Eviews, Hoovers, Capital IQ, Microsoft Excel, Microsoft Word, Microsoft Access, PowerPoint, Quantitative Risk..., Statistical Analysis, Customer Service
Education
University of California, Irvine 2012 — 2014
Bachelor of Arts (BA), Econometrics and Quantitative Economics
Irvine Valley College 2009 — 2012
Kaiser Permanente November 2014 - Present
Harvey & Company LLC December 2013 - April 2014
Skills
Actuarial Science, Econometrics, P/1, R, Eviews, Hoovers, Capital IQ, Microsoft Excel, Microsoft Word, Microsoft Access, PowerPoint, Quantitative Risk..., Statistical Analysis, Customer Service
Education
University of California, Irvine 2012 — 2014
Bachelor of Arts (BA), Econometrics and Quantitative Economics
Irvine Valley College 2009 — 2012
Alexander Kerhulas's Harvey & Company LLC Experience September 2010 - December 2010
Job Investment Analyst at Payden & Rygel
Industry Investment Management
Experience
Payden & Rygel October 2014 - Present
Pacific Asset Management June 2012 - October 2014
Trust Company of the West April 2011 - August 2011
Harvey & Company LLC September 2010 - December 2010
Towers Perrin July 2008 - October 2009
JPMorgan Chase June 2007 - August 2007
U.S. Equal Employment Opportunity Commission July 2006 - November 2006
Skills
Credit Analysis, Microsoft Office, Bloomberg, Stata, Financial Analysis, Morningstar Direct, High Yield Bonds, Fixed Income Analysis, Portfolio Performance..., Performance Attribution, Relative Value, Investment Management, Asset Managment, PowerPoint, Economics, Bloomberg Terminal, Equity Research, Fixed Income, Securities, Bonds, Asset Management, Teamwork, Public Speaking, Investments, Equities, Data Analysis, Financial Modeling
Education
Claremont McKenna College 2011 — 2012
MA, Finance, 3.7
Cornell University 2004 — 2008
BS, Industrial and Labor Relations, 3.9
San Clemente High
Payden & Rygel October 2014 - Present
Pacific Asset Management June 2012 - October 2014
Trust Company of the West April 2011 - August 2011
Harvey & Company LLC September 2010 - December 2010
Towers Perrin July 2008 - October 2009
JPMorgan Chase June 2007 - August 2007
U.S. Equal Employment Opportunity Commission July 2006 - November 2006
Skills
Credit Analysis, Microsoft Office, Bloomberg, Stata, Financial Analysis, Morningstar Direct, High Yield Bonds, Fixed Income Analysis, Portfolio Performance..., Performance Attribution, Relative Value, Investment Management, Asset Managment, PowerPoint, Economics, Bloomberg Terminal, Equity Research, Fixed Income, Securities, Bonds, Asset Management, Teamwork, Public Speaking, Investments, Equities, Data Analysis, Financial Modeling
Education
Claremont McKenna College 2011 — 2012
MA, Finance, 3.7
Cornell University 2004 — 2008
BS, Industrial and Labor Relations, 3.9
San Clemente High
Jonathan Moon's Harvey & Company LLC Experience May 2012 - January 2013
Job Credit Analyst at BBCN Bank
Industry Accounting
Experience
BBCN Bank July 2015 - Present
California Tax Data/City of San Juan Capistrano September 2013 - February 2014
Harvey & Company LLC May 2012 - January 2013
Elite Educational Institute February 2012 - June 2012
UC Irvine June 2011 - May 2012
Ren Development June 2011 - October 2011
Skills
Microsoft Office, Microsoft Word, Social Media, Event Planning, Facebook, Public Speaking, Research, Outlook, Social Media Marketing, Photoshop, CRM Integration, Fluent in Korean, Microsoft Excel, PowerPoint, Marketing Communications, Corporate Communications, Marketing Strategy, Email Marketing, Advertising, Management, Budgets, Customer Service
Education
University of California, Irvine 2009 — 2013
Bachelor of Science (BS), Business Economics; Cognitive Sciences, Senior
Crescenta Valley High School 2005 — 2009
High School Diploma
BBCN Bank July 2015 - Present
California Tax Data/City of San Juan Capistrano September 2013 - February 2014
Harvey & Company LLC May 2012 - January 2013
Elite Educational Institute February 2012 - June 2012
UC Irvine June 2011 - May 2012
Ren Development June 2011 - October 2011
Skills
Microsoft Office, Microsoft Word, Social Media, Event Planning, Facebook, Public Speaking, Research, Outlook, Social Media Marketing, Photoshop, CRM Integration, Fluent in Korean, Microsoft Excel, PowerPoint, Marketing Communications, Corporate Communications, Marketing Strategy, Email Marketing, Advertising, Management, Budgets, Customer Service
Education
University of California, Irvine 2009 — 2013
Bachelor of Science (BS), Business Economics; Cognitive Sciences, Senior
Crescenta Valley High School 2005 — 2009
High School Diploma
Matt Johnson Matt Johnson's Harvey & Company LLC Experience June 2012 - June 2012
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2013 - Present
Berkeley Finance Club September 2012 - May 2014
Credit Suisse June 2013 - August 2013
Harvey & Company LLC June 2012 - June 2012
Skills
PowerPoint, Word, Excel, Research, Typing, Microsoft Office, Customer Service, Access, Public Speaking, Customer Relations, English, Social Networking, Facebook, Writing, Fundraising, Coaching, Team Leadership, Calculus, Microsoft Excel, Sales, Event Planning, Analysis, Financial Modeling, Financial Statement..., Data Analysis, Swag
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Bachelor's of Science (B.S.), Business Administration, Senior
Marina High School 2006 — 2010
Diploma
Credit Suisse July 2013 - Present
Berkeley Finance Club September 2012 - May 2014
Credit Suisse June 2013 - August 2013
Harvey & Company LLC June 2012 - June 2012
Skills
PowerPoint, Word, Excel, Research, Typing, Microsoft Office, Customer Service, Access, Public Speaking, Customer Relations, English, Social Networking, Facebook, Writing, Fundraising, Coaching, Team Leadership, Calculus, Microsoft Excel, Sales, Event Planning, Analysis, Financial Modeling, Financial Statement..., Data Analysis, Swag
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Bachelor's of Science (B.S.), Business Administration, Senior
Marina High School 2006 — 2010
Diploma
Annette Mahoney Annette Mahoney's Harvey & Company LLC Experience August 2003 - December 2008
Job Project Coordinator at Pace
Industry Management Consulting
Experience
Pace September 2015 - Present
KitchenNette June 2015 - Present
Self-Employed April 2015 - September 2015
FirstLight HomeCare of West Los Angeles October 2012 - April 2015
Applied Fire Safety, Inc. January 2007 - December 2012
Harvey & Company LLC August 2003 - December 2008
World Trade Centers Association July 2003 - August 2003
UBS Paine Webber October 2002 - February 2003
Glen Ivy July 1997 - August 2001
Skills
Project Management, Program Management, Management, Strategic Planning, Business Development, Strategy, Budgets, New Business Development, Contract Negotiation, Operations Management, Operational Efficiency, Process Improvement, Business Strategy, Operational Planning, Problem Solving, Financial Modeling, Forecasting, Training, Instructional Manuals, Instructional Writing, Microsoft Office, Microsoft Excel, PowerPoint, Mergers & Acquisitions, Market Research, Private Equity, Mergers, Financial Analysis, Portfolio Management, Business Valuation, Customer Service, Interpersonal..., Quality Assurance, Human Resources, Healthcare, Information Technology, CRM Databases, Talent Management, AutoCAD, HTML, HTML5, CSS, CSS3, MySQL, TQM, CRM, Team Building, JIRA, Confluence, Product Management
Education
California State University-Long Beach - College of Business Administration 2001 — 2004
Bachelor of Science (B.S.), International Business & Finance; Business Economics, 3.28
Riverside Community College 1998 — 2000
Associate of Arts & Associate of Science, General Studies, 3.37
General Assembly
Santa Monica College
Computer Science
Pace September 2015 - Present
KitchenNette June 2015 - Present
Self-Employed April 2015 - September 2015
FirstLight HomeCare of West Los Angeles October 2012 - April 2015
Applied Fire Safety, Inc. January 2007 - December 2012
Harvey & Company LLC August 2003 - December 2008
World Trade Centers Association July 2003 - August 2003
UBS Paine Webber October 2002 - February 2003
Glen Ivy July 1997 - August 2001
Skills
Project Management, Program Management, Management, Strategic Planning, Business Development, Strategy, Budgets, New Business Development, Contract Negotiation, Operations Management, Operational Efficiency, Process Improvement, Business Strategy, Operational Planning, Problem Solving, Financial Modeling, Forecasting, Training, Instructional Manuals, Instructional Writing, Microsoft Office, Microsoft Excel, PowerPoint, Mergers & Acquisitions, Market Research, Private Equity, Mergers, Financial Analysis, Portfolio Management, Business Valuation, Customer Service, Interpersonal..., Quality Assurance, Human Resources, Healthcare, Information Technology, CRM Databases, Talent Management, AutoCAD, HTML, HTML5, CSS, CSS3, MySQL, TQM, CRM, Team Building, JIRA, Confluence, Product Management
Education
California State University-Long Beach - College of Business Administration 2001 — 2004
Bachelor of Science (B.S.), International Business & Finance; Business Economics, 3.28
Riverside Community College 1998 — 2000
Associate of Arts & Associate of Science, General Studies, 3.37
General Assembly
Santa Monica College
Computer Science
David Iniguez David Iniguez's Harvey & Company LLC Experience August 2004 - March 2005
Job Associate, Credit and Interest Rate Derivative at MUFG Union Bank
Industry Financial Services
Experience
Union Bank May 2015 - Present
Union Bank October 2012 - May 2015
State Street Bank January 2012 - October 2012
State Street January 2007 - February 2012
State Street Corporation May 2005 - January 2007
Harvey & Company LLC August 2004 - March 2005
RETIREMENT PROTECTION GROUP August 2003 - May 2004
Skills
Derivatives, Bloomberg, Swaps, Mutual Funds, Fixed Income, Trading, Finance, Banking, Bonds, Credit Derivatives, Corporate Actions, Middle Office, Bloomberg Terminal, Securities, Financial Markets, Equity Derivatives, Interest Rate Swaps, CDS, Collateral Management, Interest Rate..., Microsoft Excel, Calypso, Excel, Capital Markets, Total Return Swaps
Education
California State University-Long Beach 1999 — 2004
Finance, Investment Management, Finance
Union Bank May 2015 - Present
Union Bank October 2012 - May 2015
State Street Bank January 2012 - October 2012
State Street January 2007 - February 2012
State Street Corporation May 2005 - January 2007
Harvey & Company LLC August 2004 - March 2005
RETIREMENT PROTECTION GROUP August 2003 - May 2004
Skills
Derivatives, Bloomberg, Swaps, Mutual Funds, Fixed Income, Trading, Finance, Banking, Bonds, Credit Derivatives, Corporate Actions, Middle Office, Bloomberg Terminal, Securities, Financial Markets, Equity Derivatives, Interest Rate Swaps, CDS, Collateral Management, Interest Rate..., Microsoft Excel, Calypso, Excel, Capital Markets, Total Return Swaps
Education
California State University-Long Beach 1999 — 2004
Finance, Investment Management, Finance
Patrick Wu Patrick Wu's Harvey & Company LLC Experience April 2011 - June 2011
Job Startup Strategist and Entrepreneur
Industry Online Media
Experience
UnBOOKed Appointments July 2013 - July 2015
Parsons May 2012 - September 2012
Gabrielino High School August 2011 - September 2012
UC Irvine May 2011 - May 2012
NEAD llc. September 2011 - April 2012
City of Los Angeles June 2011 - August 2011
Harvey & Company LLC April 2011 - June 2011
Merrill Lynch October 2010 - December 2010
Skills
Entrepreneurship, Management, Start-ups, Business Strategy, Business Development, Social Networking, Social Media Marketing, Public Speaking, Social Media, Research, Facebook, Customer Service, WordPress, Online Marketing, Salesforce.com, Brand Development, Lean Startup, Customer Validation, Product Development, Google Apps, UX Design, Blogging, Wireframes
Education
University of California, Irvine 2010 — 2015
Bachelor’s Degree, Political Science
UnBOOKed Appointments July 2013 - July 2015
Parsons May 2012 - September 2012
Gabrielino High School August 2011 - September 2012
UC Irvine May 2011 - May 2012
NEAD llc. September 2011 - April 2012
City of Los Angeles June 2011 - August 2011
Harvey & Company LLC April 2011 - June 2011
Merrill Lynch October 2010 - December 2010
Skills
Entrepreneurship, Management, Start-ups, Business Strategy, Business Development, Social Networking, Social Media Marketing, Public Speaking, Social Media, Research, Facebook, Customer Service, WordPress, Online Marketing, Salesforce.com, Brand Development, Lean Startup, Customer Validation, Product Development, Google Apps, UX Design, Blogging, Wireframes
Education
University of California, Irvine 2010 — 2015
Bachelor’s Degree, Political Science
Samuel Foshay Samuel Foshay's Harvey & Company LLC Experience August 2011 - August 2012
Job Finance Professional & Entrepreneur
Industry Information Technology and Services
Experience
Upland Software October 2015 - Present
Dell March 2015 - October 2015
Dell August 2014 - March 2015
Dell March 2014 - September 2014
Dell September 2013 - February 2014
Dell February 2013 - August 2013
Harvey & Company LLC August 2011 - August 2012
The Carlab Automotive Consulting April 2011 - January 2012
Self Employed January 2006 - December 2011
Vector Marketing May 2009 - August 2009
Skills
Investments, Economics, Private Equity, Analysis, Due Diligence, Venture Capital, Entrepreneurship, Microsoft Excel, Mergers & Acquisitions, Market Research, Leadership, Forecasting, Controllership Functions, Acquisition Integration, Pricing, Mergers, Excel, Operating Expenses, Buyouts, Microsoft Office, Bloomberg Terminal, Ventures, LBO, Start-ups, Financial Systems, Deal Flow, Recapitalizations, Middle Market, Research, Analytics, Financial Modeling
Education
Chapman University 2008 — 2012
B.S. Business Administration (Finance and Entrepreneurship Emphasis) Music Minor, Finance
University of Sydney 2010 — 2010
Study Abroad
Upland Software October 2015 - Present
Dell March 2015 - October 2015
Dell August 2014 - March 2015
Dell March 2014 - September 2014
Dell September 2013 - February 2014
Dell February 2013 - August 2013
Harvey & Company LLC August 2011 - August 2012
The Carlab Automotive Consulting April 2011 - January 2012
Self Employed January 2006 - December 2011
Vector Marketing May 2009 - August 2009
Skills
Investments, Economics, Private Equity, Analysis, Due Diligence, Venture Capital, Entrepreneurship, Microsoft Excel, Mergers & Acquisitions, Market Research, Leadership, Forecasting, Controllership Functions, Acquisition Integration, Pricing, Mergers, Excel, Operating Expenses, Buyouts, Microsoft Office, Bloomberg Terminal, Ventures, LBO, Start-ups, Financial Systems, Deal Flow, Recapitalizations, Middle Market, Research, Analytics, Financial Modeling
Education
Chapman University 2008 — 2012
B.S. Business Administration (Finance and Entrepreneurship Emphasis) Music Minor, Finance
University of Sydney 2010 — 2010
Study Abroad
Matthew Klokel Matthew Klokel's Harvey & Company LLC Experience March 2000 - February 2001
Job CEO Fantom Comics
Industry Retail
Experience
Fantom Comics July 2005 - Present
SubcultureForTheCultured.com January 2011 - Present
Cato Institute July 2003 - July 2005
Cato Institute October 2002 - July 2003
Harvey & Company LLC March 2000 - February 2001
Skills
Business Strategy, Editing, Public Policy, Fundraising, Strategy, Management, Marketing, Start-ups, Mergers & Acquisitions, Event Management, Press Releases, Public Speaking, Recruiting, Research, Negotiation, Entrepreneurship, Nonprofits, Social Networking, Venture Capital, Social Media, Public Relations, Finance, Leadership, Market Research
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1999
BS, Business Management, Entrepreneurship Focus
Fantom Comics July 2005 - Present
SubcultureForTheCultured.com January 2011 - Present
Cato Institute July 2003 - July 2005
Cato Institute October 2002 - July 2003
Harvey & Company LLC March 2000 - February 2001
Skills
Business Strategy, Editing, Public Policy, Fundraising, Strategy, Management, Marketing, Start-ups, Mergers & Acquisitions, Event Management, Press Releases, Public Speaking, Recruiting, Research, Negotiation, Entrepreneurship, Nonprofits, Social Networking, Venture Capital, Social Media, Public Relations, Finance, Leadership, Market Research
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1999
BS, Business Management, Entrepreneurship Focus
Jawwad Bawany's Harvey & Company LLC Experience January 2011 - March 2011
Job Project Manager at MUFG Union Bank
Industry Banking
Experience
MUFG Americas February 2015 - Present
Ingram Micro January 2014 - January 2015
Citizens Business Bank December 2011 - January 2014
Citizens Business Bank May 2007 - December 2011
Harvey & Company LLC January 2011 - March 2011
Bank of America November 2005 - May 2007
Skills
Banking, Analysis, Accounting, Finance, Microsoft Excel, Payments, Customer Service, General Ledger, Strategy, Marketing, Mergers & Acquisitions, Customer Satisfaction, Sales, Deposits, SQL, Financial Analysis, Risk Management, Budgets, Project Management, Access, Financial Modeling, Process Improvement, Six Sigma, Microsoft Office, Forecasting, Business Analysis, Data Analysis
Education
California State University-Fullerton 2013 — 2013
Certificate, Lean Six Sigma Green Belt
University of California, Irvine 2007 — 2011
Bachelor of Arts, Economics
MUFG Americas February 2015 - Present
Ingram Micro January 2014 - January 2015
Citizens Business Bank December 2011 - January 2014
Citizens Business Bank May 2007 - December 2011
Harvey & Company LLC January 2011 - March 2011
Bank of America November 2005 - May 2007
Skills
Banking, Analysis, Accounting, Finance, Microsoft Excel, Payments, Customer Service, General Ledger, Strategy, Marketing, Mergers & Acquisitions, Customer Satisfaction, Sales, Deposits, SQL, Financial Analysis, Risk Management, Budgets, Project Management, Access, Financial Modeling, Process Improvement, Six Sigma, Microsoft Office, Forecasting, Business Analysis, Data Analysis
Education
California State University-Fullerton 2013 — 2013
Certificate, Lean Six Sigma Green Belt
University of California, Irvine 2007 — 2011
Bachelor of Arts, Economics
Robert Oertel Robert Oertel's Harvey & Company LLC Experience March 2009 - June 2009
Job Project Manager at PlacentiaLinda Hospital (Tenet Healthcare)
Industry Hospital & Health Care
Experience
Placentia-Linda Hospital April 2014 - Present
Placentia-Linda Hospital February 2012 - April 2014
Placentia-Linda Hospital August 2010 - February 2012
41 North Advisors LLC. August 2009 - August 2010
Harvey & Company LLC March 2009 - June 2009
Education
University of California, Irvine
B.A., Honors in Political Science
Placentia-Linda Hospital April 2014 - Present
Placentia-Linda Hospital February 2012 - April 2014
Placentia-Linda Hospital August 2010 - February 2012
41 North Advisors LLC. August 2009 - August 2010
Harvey & Company LLC March 2009 - June 2009
Education
University of California, Irvine
B.A., Honors in Political Science
Danny Jasper Danny Jasper's Harvey & Company LLC Experience August 2007 - September 2007
Job Associate at Fieldman Rolapp & Associates
Industry Financial Services
Experience
Fieldman Rolapp & Associates August 2012 - Present
Accountemps September 2010 - August 2012
Abercrombie & Fitch February 2009 - September 2010
Target March 2008 - December 2008
Harvey & Company LLC August 2007 - September 2007
California State University, Long Beach August 2006 - June 2007
Skills
Financial Analysis, Financial Modeling, Analysis, Finance, Corporate Finance, Managerial Finance, Leadership, Mergers & Acquisitions, Payroll, Accounting, Investments, LBO, Accounts Payable, Access, Investment Management, M&A experience, Capital Markets, Private Equity, Venture Capital, Financial Management, Municipal Bonds, Debt Restructuring, Sales, Microsoft Office, Management, Microsoft Excel
Education
Florida Institute of Technology 2009 — 2011
Masters of Business Administration, Finance/Accounting
California State University-Long Beach - College of Business Administration 2006 — 2008
Bachelors, Finance, Real Estate and Law-Investments
Fieldman Rolapp & Associates August 2012 - Present
Accountemps September 2010 - August 2012
Abercrombie & Fitch February 2009 - September 2010
Target March 2008 - December 2008
Harvey & Company LLC August 2007 - September 2007
California State University, Long Beach August 2006 - June 2007
Skills
Financial Analysis, Financial Modeling, Analysis, Finance, Corporate Finance, Managerial Finance, Leadership, Mergers & Acquisitions, Payroll, Accounting, Investments, LBO, Accounts Payable, Access, Investment Management, M&A experience, Capital Markets, Private Equity, Venture Capital, Financial Management, Municipal Bonds, Debt Restructuring, Sales, Microsoft Office, Management, Microsoft Excel
Education
Florida Institute of Technology 2009 — 2011
Masters of Business Administration, Finance/Accounting
California State University-Long Beach - College of Business Administration 2006 — 2008
Bachelors, Finance, Real Estate and Law-Investments
Brendan Saldana's Harvey & Company LLC Experience March 2013 - June 2013
Job Implementations Consultant
Industry Financial Services
Experience
Markit November 2014 - Present
Markit June 2013 - November 2014
Harvey & Company LLC March 2013 - June 2013
Equinox Securities, Inc. November 2012 - March 2013
MUFG, formerly Union Bank June 2011 - August 2011
Colliers International May 2010 - August 2010
Royal Oaks Country Club September 2009 - April 2010
Beverly Hills Tennis June 2006 - August 2009
Skills
Bloomberg, Finance, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Economics, Financial Modeling, Spanish, Sales
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Finance
Markit November 2014 - Present
Markit June 2013 - November 2014
Harvey & Company LLC March 2013 - June 2013
Equinox Securities, Inc. November 2012 - March 2013
MUFG, formerly Union Bank June 2011 - August 2011
Colliers International May 2010 - August 2010
Royal Oaks Country Club September 2009 - April 2010
Beverly Hills Tennis June 2006 - August 2009
Skills
Bloomberg, Finance, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Economics, Financial Modeling, Spanish, Sales
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Finance
Travis Noland Travis Noland's Harvey & Company LLC Experience October 2008 - March 2009
Job Director of Strategic Partnerships at TriplePundit
Industry Online Media
Experience
TriplePundit.com August 2012 - Present
reweave June 2014 - December 2014
BUILD July 2012 - December 2012
Social Capital Markets June 2012 - September 2012
Calvert Social Investment Foundation, Inc April 2011 - June 2012
Karisimbi Partners April 2010 - December 2010
Social Entrepreneur Corps October 2009 - December 2009
Harvey & Company LLC October 2008 - March 2009
U.S. Department of Commerce 2006 - 2007
Skills
Social Entrepreneurship, Entrepreneurship, Microfinance, Nonprofits, Non-profits, Business Development, Project Management, Marketing Strategy, Management, Analysis, Leadership, Research, Marketing, Sales, Strategy, Start-ups
Education
Pepperdine University 2004 — 2008
BS, Business Administration
TriplePundit.com August 2012 - Present
reweave June 2014 - December 2014
BUILD July 2012 - December 2012
Social Capital Markets June 2012 - September 2012
Calvert Social Investment Foundation, Inc April 2011 - June 2012
Karisimbi Partners April 2010 - December 2010
Social Entrepreneur Corps October 2009 - December 2009
Harvey & Company LLC October 2008 - March 2009
U.S. Department of Commerce 2006 - 2007
Skills
Social Entrepreneurship, Entrepreneurship, Microfinance, Nonprofits, Non-profits, Business Development, Project Management, Marketing Strategy, Management, Analysis, Leadership, Research, Marketing, Sales, Strategy, Start-ups
Education
Pepperdine University 2004 — 2008
BS, Business Administration
Kyle Wong Kyle Wong's Harvey & Company LLC Experience April 2011 - June 2011
Job Loan Specialist at SmartBiz Loans
Industry Management Consulting
Experience
SmartBiz. SBA loans made easy! May 2015 - Present
SmartPay Lease June 2013 - Present
BillFloat March 2013 - May 2015
Philip Benson Financial Services January 2013 - March 2013
Metropolitan Home Mortgage d/b/a Intelliloan August 2012 - September 2012
Northwestern Mutual January 2012 - May 2012
Delta Sigma Pi - Pi Sigma Chapter November 2011 - December 2011
Harvey & Company LLC April 2011 - June 2011
Lisa Wong Architect June 2005 - August 2010
Temper Insulation Co. Inc. June 2005 - June 2009
Skills
Financial Advisory, Managerial Economics, Mandarin, Financial Analysis, Mergers, Microsoft Excel, Microsoft Word, PowerPoint, Eviews, AutoCAD
Education
University of California, Irvine 2008 — 2012
Business Economics, Economics, Managment
Sacred Heart Cathedral College Preparatory 2004 — 2008
Highschool Diploma
NDV
SmartBiz. SBA loans made easy! May 2015 - Present
SmartPay Lease June 2013 - Present
BillFloat March 2013 - May 2015
Philip Benson Financial Services January 2013 - March 2013
Metropolitan Home Mortgage d/b/a Intelliloan August 2012 - September 2012
Northwestern Mutual January 2012 - May 2012
Delta Sigma Pi - Pi Sigma Chapter November 2011 - December 2011
Harvey & Company LLC April 2011 - June 2011
Lisa Wong Architect June 2005 - August 2010
Temper Insulation Co. Inc. June 2005 - June 2009
Skills
Financial Advisory, Managerial Economics, Mandarin, Financial Analysis, Mergers, Microsoft Excel, Microsoft Word, PowerPoint, Eviews, AutoCAD
Education
University of California, Irvine 2008 — 2012
Business Economics, Economics, Managment
Sacred Heart Cathedral College Preparatory 2004 — 2008
Highschool Diploma
NDV
Christian Martell Christian Martell's Harvey & Company LLC Experience December 2014 - Present
Job Analyst at Harvey & Company LLC
Industry Financial Services
Experience
Harvey & Company LLC December 2014 - Present
Martell Professional Detailing May 2006 - Present
ClimeCo Corporation August 2014 - November 2014
"Bunker Project" September 2012 - July 2014
CoreLogic June 2012 - August 2012
Zoomnia January 2008 - July 2008
Information Services Groups October 2007 - July 2008
Camp Armonk June 2006 - August 2006
Skills
Innovator, Motivator, Relator, Responsibility, Excel, PowerPoint, Word, Social Media, Photoshop, Microsoft Excel, Financial Modeling, Public Relations, Microsoft Word, Research
Education
Pepperdine University 2010 — 2013
B.S. International Business, Business and Administration, International Business
Seton Hall University 2008 — 2009
Finance/Accounting (not completed due to transfer), Business and Finance
Harvey & Company LLC December 2014 - Present
Martell Professional Detailing May 2006 - Present
ClimeCo Corporation August 2014 - November 2014
"Bunker Project" September 2012 - July 2014
CoreLogic June 2012 - August 2012
Zoomnia January 2008 - July 2008
Information Services Groups October 2007 - July 2008
Camp Armonk June 2006 - August 2006
Skills
Innovator, Motivator, Relator, Responsibility, Excel, PowerPoint, Word, Social Media, Photoshop, Microsoft Excel, Financial Modeling, Public Relations, Microsoft Word, Research
Education
Pepperdine University 2010 — 2013
B.S. International Business, Business and Administration, International Business
Seton Hall University 2008 — 2009
Finance/Accounting (not completed due to transfer), Business and Finance
Koushaw Ghaffarian Koushaw Ghaffarian's Harvey & Company LLC Experience June 2012 - August 2012
Job Corporate Development Associate at Liberty Media
Industry Financial Services
Experience
Guggenheim Partners July 2014 - September 2015
Guggenheim Securities June 2013 - August 2013
Takenaka Partners LLC August 2012 - March 2013
Harvey & Company LLC June 2012 - August 2012
Federal Communications Commission June 2011 - August 2011
California Public Interest and Research Group January 2011 - May 2011
University of Southern California Office of the Comptroller September 2010 - April 2011
A To Z Printing June 2010 - August 2010
Skills
Adobe Creative Suite, Microsoft Office, Farsi, Facebook, PowerPoint, Research, Microsoft Excel, Non-profits, Social Media Marketing, Microsoft Word, Photoshop, Market Research, Public Relations, Marketing, Data Analysis, Editing, Community Outreach
Education
University of Southern California 2010 — 2013
Bachelor's degree, BS: Economics & Mathematics, BA: Political Science
The George Washington University 2009 — 2010
Guggenheim Partners July 2014 - September 2015
Guggenheim Securities June 2013 - August 2013
Takenaka Partners LLC August 2012 - March 2013
Harvey & Company LLC June 2012 - August 2012
Federal Communications Commission June 2011 - August 2011
California Public Interest and Research Group January 2011 - May 2011
University of Southern California Office of the Comptroller September 2010 - April 2011
A To Z Printing June 2010 - August 2010
Skills
Adobe Creative Suite, Microsoft Office, Farsi, Facebook, PowerPoint, Research, Microsoft Excel, Non-profits, Social Media Marketing, Microsoft Word, Photoshop, Market Research, Public Relations, Marketing, Data Analysis, Editing, Community Outreach
Education
University of Southern California 2010 — 2013
Bachelor's degree, BS: Economics & Mathematics, BA: Political Science
The George Washington University 2009 — 2010
Elsa Kao Elsa Kao's Harvey & Company LLC Experience October 2010 - December 2010
Job General Manager at Unite Clothing
Industry Financial Services
Experience
unitepoeple.org August 2011 - Present
Elite Talent Exchange, Inc. August 2011 - February 2012
World Financial Group (WFG) January 2011 - August 2011
Harvey & Company LLC October 2010 - December 2010
Skills
Retirement Planning, Investments, Strategic Financial..., Retirement, Fixed Annuities, Financial Analysis, Wealth Management, Portfolio Management, CRM
Education
California State University-Long Beach 2007 — 2010
Bachelor of Science (B.Sc.), Finance with concentration in Investment, 3.9
unitepoeple.org August 2011 - Present
Elite Talent Exchange, Inc. August 2011 - February 2012
World Financial Group (WFG) January 2011 - August 2011
Harvey & Company LLC October 2010 - December 2010
Skills
Retirement Planning, Investments, Strategic Financial..., Retirement, Fixed Annuities, Financial Analysis, Wealth Management, Portfolio Management, CRM
Education
California State University-Long Beach 2007 — 2010
Bachelor of Science (B.Sc.), Finance with concentration in Investment, 3.9
Tim Block Tim Block's Harvey & Company LLC Experience 1998 - Present
Job Executive Vice President at Harvey & Company LLC
Industry Venture Capital & Private Equity
Experience
Harvey & Company LLC 1998 - Present
Geneva Corporation 1987 - 1988
Skills
Private Equity, Valuation, Strategy, Corporate Development, Investments, Deal Sourcing, Mergers, LBO, Financial Modeling, Leveraged Finance, New Business Development, Financial Advisory, Mergers & Acquisitions, Due Diligence, Venture Capital, Business Valuation
Education
UCLA Anderson School of Management 1988 — 1990
MBA, Finance & Entrepreneurial Studies
University of Connecticut 1979 — 1983
BS, Accounting
Harvey & Company LLC 1998 - Present
Geneva Corporation 1987 - 1988
Skills
Private Equity, Valuation, Strategy, Corporate Development, Investments, Deal Sourcing, Mergers, LBO, Financial Modeling, Leveraged Finance, New Business Development, Financial Advisory, Mergers & Acquisitions, Due Diligence, Venture Capital, Business Valuation
Education
UCLA Anderson School of Management 1988 — 1990
MBA, Finance & Entrepreneurial Studies
University of Connecticut 1979 — 1983
BS, Accounting
Joseph Fink's Harvey & Company LLC Experience November 2010 - February 2011
Job Staff Accountant at Pacific Rim Capital
Industry Financial Services
Experience
First Associates Loan Servicing, LLC January 2015 - Present
Pacific Rim Capital June 2012 - January 2015
Wood Ranch BBQ & Grill February 2005 - June 2011
Harvey & Company LLC November 2010 - February 2011
Griffcon August 2009 - May 2010
Skills
Microsoft Excel, Accounts Payable, Sales, Microsoft Office, Finance, Customer Service, Microsoft Word, Account Reconciliation, Bank Reconciliation
Education
California State University-Long Beach 2007 — 2012
Bachelor of Science (BS), Finance, General
First Associates Loan Servicing, LLC January 2015 - Present
Pacific Rim Capital June 2012 - January 2015
Wood Ranch BBQ & Grill February 2005 - June 2011
Harvey & Company LLC November 2010 - February 2011
Griffcon August 2009 - May 2010
Skills
Microsoft Excel, Accounts Payable, Sales, Microsoft Office, Finance, Customer Service, Microsoft Word, Account Reconciliation, Bank Reconciliation
Education
California State University-Long Beach 2007 — 2012
Bachelor of Science (BS), Finance, General
Kyle Berka's Harvey & Company LLC Experience May 2013 - August 2013
Job Business Analyst at Growthink
Industry Financial Services
Experience
Growthink June 2014 - Present
Bardi Co. November 2013 - June 2014
Harvey & Company LLC May 2013 - August 2013
Venture West Funding July 2012 - May 2013
TGroup Productions May 2012 - August 2012
J.Crew January 2010 - June 2010
Skills
Private Equity, Social Media, Research, Mergers & Acquisitions, Social Networking, Microsoft Office, PowerPoint, Public Speaking, Strategy, Outlook, Marketing Research, Business Valuation, Microsoft Excel, Corporate Finance
Education
Loyola Marymount University
Bachelor of Arts (BA), Economics, Cum laude
Growthink June 2014 - Present
Bardi Co. November 2013 - June 2014
Harvey & Company LLC May 2013 - August 2013
Venture West Funding July 2012 - May 2013
TGroup Productions May 2012 - August 2012
J.Crew January 2010 - June 2010
Skills
Private Equity, Social Media, Research, Mergers & Acquisitions, Social Networking, Microsoft Office, PowerPoint, Public Speaking, Strategy, Outlook, Marketing Research, Business Valuation, Microsoft Excel, Corporate Finance
Education
Loyola Marymount University
Bachelor of Arts (BA), Economics, Cum laude
Sean Thompson Sean Thompson's Harvey & Company LLC Experience February 2013 - June 2013
Job Proprietary Trader at First New York Securities
Industry Financial Services
Experience
First New York Securities October 2014 - Present
Essette, Inc. September 2013 - Present
Morgan Stanley May 2013 - June 2014
Universal Protection Services May 2011 - August 2013
Harvey & Company LLC February 2013 - June 2013
Skills
Research, Economics, Econometrics, Financial Modeling, PowerPoint, Trading, Data Analysis, Microsoft Office, Leadership, Accounting, Microsoft Word, Finance, Microsoft Excel
Education
Chapman University, The George L. Argyros School of Business and Economics 2011 — 2014
Bachelor's degree, Finance, Economics, Senior
University of Colorado at Boulder 2010 — 2011
Pre-Medicine/Pre-Medical Studies
First New York Securities October 2014 - Present
Essette, Inc. September 2013 - Present
Morgan Stanley May 2013 - June 2014
Universal Protection Services May 2011 - August 2013
Harvey & Company LLC February 2013 - June 2013
Skills
Research, Economics, Econometrics, Financial Modeling, PowerPoint, Trading, Data Analysis, Microsoft Office, Leadership, Accounting, Microsoft Word, Finance, Microsoft Excel
Education
Chapman University, The George L. Argyros School of Business and Economics 2011 — 2014
Bachelor's degree, Finance, Economics, Senior
University of Colorado at Boulder 2010 — 2011
Pre-Medicine/Pre-Medical Studies
Bani Nandwani Bani Nandwani's Harvey & Company LLC Experience September 2012 - June 2013
Job Financial Analyst FP&A at Global Eagle Entertainment
Industry Financial Services
Experience
Global Eagle Entertainment April 2015 - Present
WNC & Associates July 2013 - March 2015
Harvey & Company LLC September 2012 - June 2013
Lincoln Financial Advisors December 2012 - March 2013
Lincoln Financial Advisors May 2011 - December 2012
Skills
Investments, Analysis, Mergers & Acquisitions, Public Speaking, Time Management, Management, Leadership, Marketing, Valuation, Public Relations, Team Building, Negotiation, Market Research, Outstanding time..., Due Diligence, Corporate Finance, Sales, Oral & Written..., Organizational..., Problem Solving, Customer Experience, Investment Banking, Private Equity, Building Relationships, Social Security, Training, Strategic Financial..., Deal Sourcing, Financial Planning, Communication, Financial Forecasting, Financial & Operational...
Education
California State University-Fullerton 2008 — 2013
Bachelor of Business Administration (B.B.A.), Corporate Finance, Investments, Economics
Global Eagle Entertainment April 2015 - Present
WNC & Associates July 2013 - March 2015
Harvey & Company LLC September 2012 - June 2013
Lincoln Financial Advisors December 2012 - March 2013
Lincoln Financial Advisors May 2011 - December 2012
Skills
Investments, Analysis, Mergers & Acquisitions, Public Speaking, Time Management, Management, Leadership, Marketing, Valuation, Public Relations, Team Building, Negotiation, Market Research, Outstanding time..., Due Diligence, Corporate Finance, Sales, Oral & Written..., Organizational..., Problem Solving, Customer Experience, Investment Banking, Private Equity, Building Relationships, Social Security, Training, Strategic Financial..., Deal Sourcing, Financial Planning, Communication, Financial Forecasting, Financial & Operational...
Education
California State University-Fullerton 2008 — 2013
Bachelor of Business Administration (B.B.A.), Corporate Finance, Investments, Economics
Jason Dillion Jason Dillion's Harvey & Company LLC Experience July 2012 - September 2012
Job Engineer at Hyliion
Industry Transportation/Trucking/Railroad
Experience
Hyliion June 2015 - Present
Infinite Sum Ltd. July 2014 - October 2014
Acorns June 2014 - July 2014
Harvey & Company LLC July 2012 - September 2012
Newmeyer & Dillion 2012 - 2012
Vector Marketing July 2009 - September 2009
Skills
Data Analysis, Public Speaking, Event Planning, Team Leadership, Project Management, Adobe Creative Suite, Matlab, HTML, C++, Editing, Research, Social Media, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Facebook, Blogging
Education
Northwestern University 2011 — 2015
Bachelor’s Degree, Industrial Engineering and Management Sciences
Hyliion June 2015 - Present
Infinite Sum Ltd. July 2014 - October 2014
Acorns June 2014 - July 2014
Harvey & Company LLC July 2012 - September 2012
Newmeyer & Dillion 2012 - 2012
Vector Marketing July 2009 - September 2009
Skills
Data Analysis, Public Speaking, Event Planning, Team Leadership, Project Management, Adobe Creative Suite, Matlab, HTML, C++, Editing, Research, Social Media, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Facebook, Blogging
Education
Northwestern University 2011 — 2015
Bachelor’s Degree, Industrial Engineering and Management Sciences
Silvie Reynolds Silvie Reynolds's Harvey & Company LLC Experience June 2012 - September 2013
Job Mergers & Acquisitions Intern at Harvey & Company LLC
Industry Accounting
Experience
Harvey & Company LLC June 2012 - September 2013
Tween Brands July 2011 - September 2011
Education
University of Washington, Michael G. Foster School of Business 2012 — 2016
Business Administration - Accounting
Oregon State University 2011 — 2012
Business Administration - Accounting
Corona del Mar High School
Harvey & Company LLC June 2012 - September 2013
Tween Brands July 2011 - September 2011
Education
University of Washington, Michael G. Foster School of Business 2012 — 2016
Business Administration - Accounting
Oregon State University 2011 — 2012
Business Administration - Accounting
Corona del Mar High School
Harsha Gopinath Harsha Gopinath's Harvey & Company LLC Experience June 1999 - January 2001
Job
Industry Hospital & Health Care
Experience
IPC Healthcare, Inc. January 2009 - Present
Molina Healthcare February 2008 - December 2008
ECG Management Consultants December 2005 - February 2008
IPC The Hospitalist Company, Inc. November 2004 - December 2005
UC Irvine Health January 2003 - November 2004
inCode Wireless February 2001 - December 2002
Harvey & Company LLC June 1999 - January 2001
Skills
Healthcare, Acquisitions, Corporate Development, Corporate Finance, New Business Development, Mergers, Purchase & Sale..., Financial Analysis, Business Strategy, Strategic Planning, Healthcare Management, Hospitals, Physician Alignment, Healthcare Information..., Contract Negotiation, Managed Care, Revenue Cycle, Business Development, Process Improvement, EMR, Mergers & Acquisitions, Healthcare Industry, Physician Relations, Health Insurance, Network Development, Physicians
Education
Chapman University 2003 — 2005
MHA, Healthcare Administration
University of California, Irvine 1994 — 1999
BA, Social Science
Foothill High
IPC Healthcare, Inc. January 2009 - Present
Molina Healthcare February 2008 - December 2008
ECG Management Consultants December 2005 - February 2008
IPC The Hospitalist Company, Inc. November 2004 - December 2005
UC Irvine Health January 2003 - November 2004
inCode Wireless February 2001 - December 2002
Harvey & Company LLC June 1999 - January 2001
Skills
Healthcare, Acquisitions, Corporate Development, Corporate Finance, New Business Development, Mergers, Purchase & Sale..., Financial Analysis, Business Strategy, Strategic Planning, Healthcare Management, Hospitals, Physician Alignment, Healthcare Information..., Contract Negotiation, Managed Care, Revenue Cycle, Business Development, Process Improvement, EMR, Mergers & Acquisitions, Healthcare Industry, Physician Relations, Health Insurance, Network Development, Physicians
Education
Chapman University 2003 — 2005
MHA, Healthcare Administration
University of California, Irvine 1994 — 1999
BA, Social Science
Foothill High
William Chang's Harvey & Company LLC Experience February 2008 - June 2008
Job MBA Candidate at USC Marshall School of Business
Industry Logistics and Supply Chain
Experience
McMaster-Carr July 2012 - December 2013
Mercer May 2010 - May 2012
Marcus & Millichap September 2009 - December 2009
Morgan Stanley Smith Barney January 2009 - June 2009
MAP Alternative Asset Management Company, LLC October 2008 - March 2009
Harvey & Company LLC February 2008 - June 2008
Skills
Financial Modeling, Valuation, Data Analysis, Investments, Due Diligence, Corporate Finance, Economics, Market Research, Financial Analysis, Portfolio Management, Finance
Education
University of Southern California 2012 — 2014
Master of Business Administration (MBA)
University of California, Irvine 2006 — 2010
B.A., Business Econoimcs, Management
McMaster-Carr July 2012 - December 2013
Mercer May 2010 - May 2012
Marcus & Millichap September 2009 - December 2009
Morgan Stanley Smith Barney January 2009 - June 2009
MAP Alternative Asset Management Company, LLC October 2008 - March 2009
Harvey & Company LLC February 2008 - June 2008
Skills
Financial Modeling, Valuation, Data Analysis, Investments, Due Diligence, Corporate Finance, Economics, Market Research, Financial Analysis, Portfolio Management, Finance
Education
University of Southern California 2012 — 2014
Master of Business Administration (MBA)
University of California, Irvine 2006 — 2010
B.A., Business Econoimcs, Management
Jennifer Yu's Harvey & Company LLC Experience September 2007 - April 2008
Job Data Analyst at OpenX
Industry Information Services
Experience
OpenX July 2014 - Present
Urban Science November 2010 - July 2014
Center for Research on Information Technology and Organizations September 2008 - November 2010
CNN June 2009 - September 2009
Flash Point Communications May 2008 - September 2008
Harvey & Company LLC September 2007 - April 2008
Skills
Event Planning, PowerPoint, Social Media, Recruiting, Human Resources, Microsoft SQL Server, Data Analysis, Microsoft Office, Microsoft Excel
Education
University of California, Irvine 2006 — 2010
B.S., Quantitative Economics, Statistics
Glen A. Wilson
OpenX July 2014 - Present
Urban Science November 2010 - July 2014
Center for Research on Information Technology and Organizations September 2008 - November 2010
CNN June 2009 - September 2009
Flash Point Communications May 2008 - September 2008
Harvey & Company LLC September 2007 - April 2008
Skills
Event Planning, PowerPoint, Social Media, Recruiting, Human Resources, Microsoft SQL Server, Data Analysis, Microsoft Office, Microsoft Excel
Education
University of California, Irvine 2006 — 2010
B.S., Quantitative Economics, Statistics
Glen A. Wilson
Andrew Kaszpurenko Andrew Kaszpurenko's Harvey & Company LLC Experience September 2006 - May 2007
Job Reporting Analyst/Analytics Manager at Crossover Health
Industry Hospital & Health Care
Experience
Crossover Health August 2014 - Present
OptumRx February 2012 - Present
Self-Employed January 2005 - Present
Pacific Life Insurance May 2007 - April 2009
Harvey & Company LLC September 2006 - May 2007
Education
Sonoma State University 2003 — 2006
Crossover Health August 2014 - Present
OptumRx February 2012 - Present
Self-Employed January 2005 - Present
Pacific Life Insurance May 2007 - April 2009
Harvey & Company LLC September 2006 - May 2007
Education
Sonoma State University 2003 — 2006
Paul Farber's Harvey & Company LLC Experience May 2011 - June 2011
Job Associate at TPG Growth
Industry Venture Capital & Private Equity
Experience
TPG Growth July 2015 - Present
Lazard July 2013 - June 2015
Lazard May 2012 - July 2012
Southern California Edison June 2011 - August 2011
Harvey & Company LLC May 2011 - June 2011
UNIWISE Bilingual School July 2010 - August 2010
Mayor Miguel Pulido, Santa Ana, CA May 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Business Strategy, Data Analysis, Economics, Research, Statistics, Strategy, Investment Banking, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Valuation
Education
Harvard University 2009 — 2013
A.B., Economics
Orange County High School of the Arts 2002 — 2009
Jazz Studies
TPG Growth July 2015 - Present
Lazard July 2013 - June 2015
Lazard May 2012 - July 2012
Southern California Edison June 2011 - August 2011
Harvey & Company LLC May 2011 - June 2011
UNIWISE Bilingual School July 2010 - August 2010
Mayor Miguel Pulido, Santa Ana, CA May 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Business Strategy, Data Analysis, Economics, Research, Statistics, Strategy, Investment Banking, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Valuation
Education
Harvard University 2009 — 2013
A.B., Economics
Orange County High School of the Arts 2002 — 2009
Jazz Studies
Hector Bachelot Hector Bachelot's Harvey & Company LLC Experience May 2013 - August 2013
Job Program Manager at OuiConnect
Industry Education Management
Experience
Oui-Connect: hostAfrenchie January 2014 - Present
Laguna Wine August 2013 - May 2014
Harvey & Company LLC May 2013 - August 2013
Carthage Intellectual Capital Management, LLC May 2012 - January 2013
Lindenwood University January 2009 - December 2012
PIE Calvin-Thomas June 2008 - August 2008
Skills
Entrepreneurship, French, English, Business Development, Intellectual Property, International Sales, Patents, Management, Strategic Planning, Social Media, Finance, Time Management, Investments, Market Research, Mergers & Acquisitions
Education
Lindenwood University 2009 — 2012
Bachelor of Business Administration (BBA), Minor in Finance, International Business, Finance, 3.9
Laguna Beach High School 2007 — 2009
Oui-Connect: hostAfrenchie January 2014 - Present
Laguna Wine August 2013 - May 2014
Harvey & Company LLC May 2013 - August 2013
Carthage Intellectual Capital Management, LLC May 2012 - January 2013
Lindenwood University January 2009 - December 2012
PIE Calvin-Thomas June 2008 - August 2008
Skills
Entrepreneurship, French, English, Business Development, Intellectual Property, International Sales, Patents, Management, Strategic Planning, Social Media, Finance, Time Management, Investments, Market Research, Mergers & Acquisitions
Education
Lindenwood University 2009 — 2012
Bachelor of Business Administration (BBA), Minor in Finance, International Business, Finance, 3.9
Laguna Beach High School 2007 — 2009
Sean Ahluwalia's Harvey & Company LLC Experience March 2013 - January 2014
Job Law Student | Chapman University
Industry Entertainment
Experience
Chapman University Dale E. Fowler School of Law August 2015 - Present
VerbVentures January 2014 - August 2014
Harvey & Company LLC March 2013 - January 2014
UCD Interfraternity Council & Theta Xi Fraternity May 2011 - May 2012
Harvard University June 2006 - September 2007
Skills
Research, Finance, Time Management, Sales, Private Equity, Public Speaking, Microsoft Excel, Data Analysis, Mergers & Acquisitions, Marketing, Budgets, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Social Media, Qualitative Research, Client/server, Financial Advisory, Buy-side, Investment Banking, Event Planning
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), Science & Technology Studies
Wellesley High School 2004 — 2008
Chapman University Dale E. Fowler School of Law August 2015 - Present
VerbVentures January 2014 - August 2014
Harvey & Company LLC March 2013 - January 2014
UCD Interfraternity Council & Theta Xi Fraternity May 2011 - May 2012
Harvard University June 2006 - September 2007
Skills
Research, Finance, Time Management, Sales, Private Equity, Public Speaking, Microsoft Excel, Data Analysis, Mergers & Acquisitions, Marketing, Budgets, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Social Media, Qualitative Research, Client/server, Financial Advisory, Buy-side, Investment Banking, Event Planning
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), Science & Technology Studies
Wellesley High School 2004 — 2008
Sebastian Sarvari Sebastian Sarvari's Harvey & Company LLC Experience 2012 - 2012
Job Customer Financial Services Specialist
Industry Financial Services
Experience
General Electric (GE) January 2015 - Present
Aon Hewitt July 2013 - August 2014
Harvey & Company LLC 2012 - 2012
Skills
Capital IQ, Microsoft Office, Microsoft Excel, PowerPoint, Research, Business Strategy, Microsoft Word, Financial Modeling, Customer Service, Private Equity, Outlook, Business Development, Business Valuation, Finance, Marketing, Teamwork, Analysis, Financial Analysis, Accounting, Leadership, Social Media
Education
California State University-Long Beach 2008 — 2012
Bachelor’s Degree, Double Major: Finance & International Business, Cum Laude
Balassi Institute 2010 — 2011
European Consortium of Languages Certificate, Hungarian/Magyar Language and Literature
General Electric (GE) January 2015 - Present
Aon Hewitt July 2013 - August 2014
Harvey & Company LLC 2012 - 2012
Skills
Capital IQ, Microsoft Office, Microsoft Excel, PowerPoint, Research, Business Strategy, Microsoft Word, Financial Modeling, Customer Service, Private Equity, Outlook, Business Development, Business Valuation, Finance, Marketing, Teamwork, Analysis, Financial Analysis, Accounting, Leadership, Social Media
Education
California State University-Long Beach 2008 — 2012
Bachelor’s Degree, Double Major: Finance & International Business, Cum Laude
Balassi Institute 2010 — 2011
European Consortium of Languages Certificate, Hungarian/Magyar Language and Literature
Duan Cung Duan Cung's Harvey & Company LLC Experience December 2012 - Present
Job Process Manager at Harvey & Company LLC
Industry Venture Capital & Private Equity
Experience
Harvey & Company LLC December 2012 - Present
Skills
Microsoft Office, Outlook, Customer Service, Microsoft Excel, PowerPoint, Marketing, Financial Accounting, Private Equity, Mergers & Acquisitions, Microsoft Word, Investments, Access, Social Media, Time Management, Finance, Research
Education
University of California, Riverside 2010 — 2012
Bachelor of Science (B.S.), Business Administration - Financial Economics
Chabot College 2007 — 2010
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Harvey & Company LLC December 2012 - Present
Skills
Microsoft Office, Outlook, Customer Service, Microsoft Excel, PowerPoint, Marketing, Financial Accounting, Private Equity, Mergers & Acquisitions, Microsoft Word, Investments, Access, Social Media, Time Management, Finance, Research
Education
University of California, Riverside 2010 — 2012
Bachelor of Science (B.S.), Business Administration - Financial Economics
Chabot College 2007 — 2010
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Briana Stewart Briana Stewart's Harvey & Company LLC Experience September 2015 - Present
Job Research Analyst Intern at Harvey & Company LLC
Industry
Experience
Harvey & Company LLC September 2015 - Present
Skills
Customer Service, Microsoft Excel
Education
Hope International University 2012 — 2016
Business Management
Harvey & Company LLC September 2015 - Present
Skills
Customer Service, Microsoft Excel
Education
Hope International University 2012 — 2016
Business Management
Chantel Rush's Harvey & Company LLC Experience June 2007 - September 2007
Job Special Assistant to the President at The Kresge Foundation
Industry Philanthropy
Experience
The Kresge Foundation July 2015 - Present
Harvard Business School August 2013 - May 2015
General Mills June 2014 - August 2014
Gap Inc. September 2010 - June 2013
Kurt Salmon Associates 2008 - September 2010
Harvey & Company LLC June 2007 - September 2007
Skills
Consumer Products, Business Strategy, Retail, Consumer Insights, Financial Analysis, Market Research, Competitive Analysis, Strategic Planning, Customer Insight, Private Equity Due...
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.), General Management
Stanford University 2004 — 2008
B.A. International Relations, B.A. Spanish
The Kresge Foundation July 2015 - Present
Harvard Business School August 2013 - May 2015
General Mills June 2014 - August 2014
Gap Inc. September 2010 - June 2013
Kurt Salmon Associates 2008 - September 2010
Harvey & Company LLC June 2007 - September 2007
Skills
Consumer Products, Business Strategy, Retail, Consumer Insights, Financial Analysis, Market Research, Competitive Analysis, Strategic Planning, Customer Insight, Private Equity Due...
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.), General Management
Stanford University 2004 — 2008
B.A. International Relations, B.A. Spanish
Malori DiPierro's Harvey & Company LLC Experience May 2012 - August 2012
Job Global Customs Analyst at Cisco
Industry International Trade and Development
Experience
Cisco Systems July 2014 - Present
Cisco Systems June 2012 - June 2014
Monterey Institute of International Studies April 2013 - May 2014
JUMP! Foundation October 2012 - December 2012
Harvey & Company LLC May 2012 - August 2012
Skills
International Relations, Research, Critical Thinking, International Trade, Leadership, Microsoft Office, Microsoft Excel, French, Data Analysis, Proposal Writing, Business Strategy, Market Research, Strategic Communications, Analysis, Writing, Economics
Education
Monterey Institute of International Studies 2013 — 2014
Master of Arts (M.A.) International Policy Studies, International Business/Trade/Commerce, 3.85
Monterey Institute of International Studies 2011 — 2013
Bachelor of Arts (B.A.), International/Global Studies, 3.75
University of the Pacific 2006 — 2008
International Relations
Cisco Systems July 2014 - Present
Cisco Systems June 2012 - June 2014
Monterey Institute of International Studies April 2013 - May 2014
JUMP! Foundation October 2012 - December 2012
Harvey & Company LLC May 2012 - August 2012
Skills
International Relations, Research, Critical Thinking, International Trade, Leadership, Microsoft Office, Microsoft Excel, French, Data Analysis, Proposal Writing, Business Strategy, Market Research, Strategic Communications, Analysis, Writing, Economics
Education
Monterey Institute of International Studies 2013 — 2014
Master of Arts (M.A.) International Policy Studies, International Business/Trade/Commerce, 3.85
Monterey Institute of International Studies 2011 — 2013
Bachelor of Arts (B.A.), International/Global Studies, 3.75
University of the Pacific 2006 — 2008
International Relations
Alex Lucille Alex Lucille's Harvey & Company LLC Experience June 2012 - October 2012
Job Security Program Manager at Microsoft
Industry Information Technology and Services
Experience
Microsoft February 2014 - Present
Revel Consulting October 2012 - February 2014
eBay April 2008 - January 2014
Harvey & Company LLC June 2012 - October 2012
Strada Capital Corporation June 2011 - September 2011
Skills
Finance, Market Analysis, Strategy, Business Development, Project Management, Process Improvement, Competitive Analysis, Marketing Strategy, Management Consulting, Leadership, Business Intelligence, Change Management, Balanced Scorecard, Mergers & Acquisitions, Sourcing, Consulting, Entrepreneurship, Telecommunications, Strategic Program..., Strategic Partnerships, Management
Education
University of California, Irvine
Bachelor’s Degree, Economics
Temecula Valley High School
OSHS
Microsoft February 2014 - Present
Revel Consulting October 2012 - February 2014
eBay April 2008 - January 2014
Harvey & Company LLC June 2012 - October 2012
Strada Capital Corporation June 2011 - September 2011
Skills
Finance, Market Analysis, Strategy, Business Development, Project Management, Process Improvement, Competitive Analysis, Marketing Strategy, Management Consulting, Leadership, Business Intelligence, Change Management, Balanced Scorecard, Mergers & Acquisitions, Sourcing, Consulting, Entrepreneurship, Telecommunications, Strategic Program..., Strategic Partnerships, Management
Education
University of California, Irvine
Bachelor’s Degree, Economics
Temecula Valley High School
OSHS
Stephanie Rios Stephanie Rios's Harvey & Company LLC Experience July 2013 - June 2015
Job Associate Director of Business Development at Serent Capital
Industry Venture Capital & Private Equity
Experience
Serent Capital June 2015 - Present
Harvey & Company LLC July 2013 - June 2015
Harvey & Company LLC October 2011 - June 2013
District Office of State Assemblyman Jim Silva July 2010 - May 2011
Skills
Private Equity, Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Real Estate, Valuation, Due Diligence, Economics, LBO, Venture Capital, Capital IQ, Business Valuation, Corporate Development, Mergers & Acquisitions, Investments, Acquisitions, Leveraged Finance, Bloomberg, Alternative Investments, Deal Sourcing, Equity Research, Equities, M&A experience, Buy-side, Asset Management, Finance, Industry Research, Competitive Analysis, DCF, Credit Analysis, Entrepreneurship, Market Research, Portfolio Management, Fixed Income, VBA, Mezzanine
Education
University of California, Irvine 2007 — 2011
B.A., Political Science, International Studies
Serent Capital June 2015 - Present
Harvey & Company LLC July 2013 - June 2015
Harvey & Company LLC October 2011 - June 2013
District Office of State Assemblyman Jim Silva July 2010 - May 2011
Skills
Private Equity, Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Real Estate, Valuation, Due Diligence, Economics, LBO, Venture Capital, Capital IQ, Business Valuation, Corporate Development, Mergers & Acquisitions, Investments, Acquisitions, Leveraged Finance, Bloomberg, Alternative Investments, Deal Sourcing, Equity Research, Equities, M&A experience, Buy-side, Asset Management, Finance, Industry Research, Competitive Analysis, DCF, Credit Analysis, Entrepreneurship, Market Research, Portfolio Management, Fixed Income, VBA, Mezzanine
Education
University of California, Irvine 2007 — 2011
B.A., Political Science, International Studies
Ahmed Abousamra Ahmed Abousamra's Harvey & Company LLC Experience April 2013 - September 2013
Job Cofounder at IbraMark and Calipress
Industry Retail
Experience
IbraMark October 2013 - Present
Harvey & Company LLC April 2013 - September 2013
Tri-con insurance July 2012 - December 2012
El Sewedy Cables Co July 2010 - September 2010
Skills
SAP, ERP, SQL, Microsoft Office, Java, Visio, Business Analysis, Process Improvement, Project Management, Software Documentation, Access, SharePoint, Vendor Management, SDLC, Team Leadership, Microsoft Excel
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
MBA, Finance and Financial Management Services
The German University in Cairo 2006 — 2011
B.Sc, Business Informatics Sc
IbraMark October 2013 - Present
Harvey & Company LLC April 2013 - September 2013
Tri-con insurance July 2012 - December 2012
El Sewedy Cables Co July 2010 - September 2010
Skills
SAP, ERP, SQL, Microsoft Office, Java, Visio, Business Analysis, Process Improvement, Project Management, Software Documentation, Access, SharePoint, Vendor Management, SDLC, Team Leadership, Microsoft Excel
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
MBA, Finance and Financial Management Services
The German University in Cairo 2006 — 2011
B.Sc, Business Informatics Sc
Samantha Nguyen's Harvey & Company LLC Experience August 2012 - December 2012
Job Aspiring Real Estate Analyst
Industry Commercial Real Estate
Experience
Strategic Property Associates, LLC January 2015 - Present
Orange County Registrar of Voters September 2014 - December 2014
UC Irvine - The Paul Merage School of Business January 2014 - June 2014
The CPR Hero August 2013 - January 2014
iBank June 2013 - August 2013
Harvey & Company LLC August 2012 - December 2012
Skills
Microsoft Office, Typing, Customer Service, Policy Analysis, Research, Youth Mentoring, Tutoring, Social Media, Business Development, Data Analysis, Event Planning, Teaching, Microsoft Excel, Public Speaking, Qualitative Research, Social Networking, PowerPoint, Social Media Marketing, Facebook, Market Research, Financial Analysis, Economic Development, Team Leadership, Corporate Social..., Decision Making, Organizational...
Education
University of California, Irvine 2010 — 2014
Bachelor's Degree, Business Economics, Political Science Minor
Foothill High School 2006 — 2010
High School Diploma
Strategic Property Associates, LLC January 2015 - Present
Orange County Registrar of Voters September 2014 - December 2014
UC Irvine - The Paul Merage School of Business January 2014 - June 2014
The CPR Hero August 2013 - January 2014
iBank June 2013 - August 2013
Harvey & Company LLC August 2012 - December 2012
Skills
Microsoft Office, Typing, Customer Service, Policy Analysis, Research, Youth Mentoring, Tutoring, Social Media, Business Development, Data Analysis, Event Planning, Teaching, Microsoft Excel, Public Speaking, Qualitative Research, Social Networking, PowerPoint, Social Media Marketing, Facebook, Market Research, Financial Analysis, Economic Development, Team Leadership, Corporate Social..., Decision Making, Organizational...
Education
University of California, Irvine 2010 — 2014
Bachelor's Degree, Business Economics, Political Science Minor
Foothill High School 2006 — 2010
High School Diploma
Alaina Rawlins Alaina Rawlins's Harvey & Company LLC Experience November 2011 - December 2012
Job Client Reporting Associate at PIMCO
Industry Financial Services
Experience
PIMCO January 2013 - Present
Harvey & Company LLC November 2011 - December 2012
Skills
Access, Customer Service, Private Equity, Research, Economics, Mergers, Due Diligence, Finance
Education
University of Redlands 2007 — 2011
B.S, Economics
The University of Western Australia 2009 — 2009
Economics, Accounting
PIMCO January 2013 - Present
Harvey & Company LLC November 2011 - December 2012
Skills
Access, Customer Service, Private Equity, Research, Economics, Mergers, Due Diligence, Finance
Education
University of Redlands 2007 — 2011
B.S, Economics
The University of Western Australia 2009 — 2009
Economics, Accounting
Bikran Sandhu, CPA's Harvey & Company LLC Experience February 2011 - March 2011
Job Senior Assurance Associate at PwC
Industry Financial Services
Experience
PwC July 2015 - Present
PwC December 2013 - Present
Grant Thornton LLP October 2012 - November 2013
Pathway Capital Management March 2011 - November 2011
Harvey & Company LLC February 2011 - March 2011
Skills
Accounting, Financial Accounting, Auditing, Microsoft Excel, Access, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Process Improvement, Financial Statements
Education
University of California, Irvine 2008 — 2012
B.S., Economics
PwC July 2015 - Present
PwC December 2013 - Present
Grant Thornton LLP October 2012 - November 2013
Pathway Capital Management March 2011 - November 2011
Harvey & Company LLC February 2011 - March 2011
Skills
Accounting, Financial Accounting, Auditing, Microsoft Excel, Access, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Process Improvement, Financial Statements
Education
University of California, Irvine 2008 — 2012
B.S., Economics
Ningyu Chen Ningyu Chen's Harvey & Company LLC Experience September 2011 - December 2011
Job Assistant Account Manager at VisualMax
Industry Marketing and Advertising
Experience
VisualMax June 2015 - Present
New York University September 2013 - May 2015
New-A June 2014 - July 2014
Daniel Rainn March 2013 - July 2013
Beach Bliss January 2013 - February 2013
Daniel Rainn September 2012 - February 2013
SwimSpot February 2011 - August 2012
Harvey & Company LLC September 2011 - December 2011
SwimSpot October 2010 - May 2011
AID Summer Teaching Program July 2009 - July 2009
Skills
Social Networking, Social Media Marketing, Social Media, Digital Marketing, Market Research, Customer Service, Data Analysis, Microsoft Office, Online Research, Social Media Advertising, Merchandising, Event Planning, Public Speaking, Google Adwords, Online Marketing..., Google Analytics, Ad Tech, MediaMind, Piwik
Education
New York University Gallatin School of Individualized Study 2013 — 2015
Master's Degree, Cross-Cultural Marketing
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Business Economics, Chinese Studies
University of Cambridge 2011 — 2011
Finance, History
VisualMax June 2015 - Present
New York University September 2013 - May 2015
New-A June 2014 - July 2014
Daniel Rainn March 2013 - July 2013
Beach Bliss January 2013 - February 2013
Daniel Rainn September 2012 - February 2013
SwimSpot February 2011 - August 2012
Harvey & Company LLC September 2011 - December 2011
SwimSpot October 2010 - May 2011
AID Summer Teaching Program July 2009 - July 2009
Skills
Social Networking, Social Media Marketing, Social Media, Digital Marketing, Market Research, Customer Service, Data Analysis, Microsoft Office, Online Research, Social Media Advertising, Merchandising, Event Planning, Public Speaking, Google Adwords, Online Marketing..., Google Analytics, Ad Tech, MediaMind, Piwik
Education
New York University Gallatin School of Individualized Study 2013 — 2015
Master's Degree, Cross-Cultural Marketing
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Business Economics, Chinese Studies
University of Cambridge 2011 — 2011
Finance, History
Michael Trivedi Michael Trivedi's Harvey & Company LLC Experience April 2013 - May 2013
Job Mergers and Acquisitions Financial Analyst at Patient Home Monitoring
Industry Investment Banking
Experience
The Walt Disney Company May 2015 - Present
Paramount Pictures July 2014 - October 2014
RUBENSTEIN / JUSTMAN MANAGEMENT CONSULTANTS November 2013 - July 2014
Harvey & Company LLC April 2013 - May 2013
LGen Partners September 2012 - April 2013
Investment Banking Workshop UCLA 2012 - 2012
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Cash Flow Statements, Financial Statement..., Balance Sheet, Valuation, Mergers & Acquisitions, Investments, Private Equity, Management, Market Research, Corporate Finance, Finance, Microsoft Office, Portfolio Management, Microsoft Excel, Accounting
Education
California State University-Los Angeles 2007 — 2012
Bachelor of Science, Finance, General
Culver City Senior High
The Walt Disney Company May 2015 - Present
Paramount Pictures July 2014 - October 2014
RUBENSTEIN / JUSTMAN MANAGEMENT CONSULTANTS November 2013 - July 2014
Harvey & Company LLC April 2013 - May 2013
LGen Partners September 2012 - April 2013
Investment Banking Workshop UCLA 2012 - 2012
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Cash Flow Statements, Financial Statement..., Balance Sheet, Valuation, Mergers & Acquisitions, Investments, Private Equity, Management, Market Research, Corporate Finance, Finance, Microsoft Office, Portfolio Management, Microsoft Excel, Accounting
Education
California State University-Los Angeles 2007 — 2012
Bachelor of Science, Finance, General
Culver City Senior High
Chad Olesiak Chad Olesiak's Harvey & Company LLC Experience May 2013 - Present
Job Analyst at Harvey & Company LLC
Industry Venture Capital & Private Equity
Experience
Harvey & Company LLC May 2013 - Present
JPMorgan Chase 2007 - 2012
Charo Chicken January 2006 - June 2007
Skills
Sales, Retail Banking, Financial Analysis, Investments, Customer Service, Finance, Corporate Finance, Portfolio Management, Teamwork, Microsoft Excel, Asset Managment, PowerPoint, Microsoft Word, Microsoft Office, Equities, Credit Analysis, Analysis, Accounting, Private Equity, Mergers & Acquisitions, Market Research, Credit, Leadership, Financial Modeling, Banking, Asset Management, Telephone Interviewing, Telephone Manner
Education
California State University-Fullerton 2010 — 2012
Bachelor of Arts, Business Administration, Concentration in Finance, 3.74
Saddleback College 2006 — 2010
Associate of Arts (A.A.), Business Administration
Harvey & Company LLC May 2013 - Present
JPMorgan Chase 2007 - 2012
Charo Chicken January 2006 - June 2007
Skills
Sales, Retail Banking, Financial Analysis, Investments, Customer Service, Finance, Corporate Finance, Portfolio Management, Teamwork, Microsoft Excel, Asset Managment, PowerPoint, Microsoft Word, Microsoft Office, Equities, Credit Analysis, Analysis, Accounting, Private Equity, Mergers & Acquisitions, Market Research, Credit, Leadership, Financial Modeling, Banking, Asset Management, Telephone Interviewing, Telephone Manner
Education
California State University-Fullerton 2010 — 2012
Bachelor of Arts, Business Administration, Concentration in Finance, 3.74
Saddleback College 2006 — 2010
Associate of Arts (A.A.), Business Administration
Derek Tsai Derek Tsai's Harvey & Company LLC Experience February 2011 - June 2011
Job Loan Analyst at Marcus & Millichap
Industry Commercial Real Estate
Experience
Marcus & Millichap March 2015 - Present
Real Capital Analytics January 2015 - February 2015
Real Capital Analytics May 2013 - January 2015
Gyeongsangbuk-do Office of Education March 2012 - March 2013
Harvey & Company LLC February 2011 - June 2011
Far East National Bank March 2010 - August 2010
Merrill Lynch April 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Leadership, Social Media, Public Speaking, Marketing, Research, Market Research, PowerPoint, Microsoft Word, Data Analysis, Financial Analysis
Education
University of California, Irvine 2007 — 2011
B.A, Business Economics with Concentration on International Issues and Economics
Marcus & Millichap March 2015 - Present
Real Capital Analytics January 2015 - February 2015
Real Capital Analytics May 2013 - January 2015
Gyeongsangbuk-do Office of Education March 2012 - March 2013
Harvey & Company LLC February 2011 - June 2011
Far East National Bank March 2010 - August 2010
Merrill Lynch April 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Leadership, Social Media, Public Speaking, Marketing, Research, Market Research, PowerPoint, Microsoft Word, Data Analysis, Financial Analysis
Education
University of California, Irvine 2007 — 2011
B.A, Business Economics with Concentration on International Issues and Economics
Alexandra Salvatore's Harvey & Company LLC Experience June 2012 - August 2012
Job Junior Software Engineer
Industry Computer Software
Experience
Tinder, Inc. September 2015 - Present
ConsumerSoft June 2014 - September 2014
Dianne's Delights June 2014 - July 2014
Bank of America June 2013 - July 2013
Tufts University August 2012 - May 2013
Harvey & Company LLC June 2012 - August 2012
Gate Education June 2011 - August 2011
Skills
C++, CSS, PostgreSQL, JavaScript, HTML5, MySQL, Scheme, Public Speaking, Baking, Blogging, Microsoft Office, Golf, HTML, Research, Social Media, Social Media Marketing, MongoDB, Node.js, C, Customer Service, PowerPoint
Education
Tufts University 2011 — 2015
Bachelor of Science (B.S.), Computer Science
Tinder, Inc. September 2015 - Present
ConsumerSoft June 2014 - September 2014
Dianne's Delights June 2014 - July 2014
Bank of America June 2013 - July 2013
Tufts University August 2012 - May 2013
Harvey & Company LLC June 2012 - August 2012
Gate Education June 2011 - August 2011
Skills
C++, CSS, PostgreSQL, JavaScript, HTML5, MySQL, Scheme, Public Speaking, Baking, Blogging, Microsoft Office, Golf, HTML, Research, Social Media, Social Media Marketing, MongoDB, Node.js, C, Customer Service, PowerPoint
Education
Tufts University 2011 — 2015
Bachelor of Science (B.S.), Computer Science
Ryan Wen Ryan Wen's Harvey & Company LLC Experience June 2012 - July 2012
Job Investment Banking Analyst at MHT MidSpan
Industry Investment Banking
Experience
MHT MidSpan July 2015 - Present
MHT MidSpan May 2014 - August 2014
Top Free Apps & Games Daily, LLC March 2013 - March 2014
ECHELON Partners May 2013 - July 2013
Patpatia & Associates December 2012 - May 2013
Harvey & Company LLC June 2012 - July 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Corporate Finance, Private Equity, Data Analysis, Public Speaking, Microsoft Word
Education
UC Berkeley 2011 — 2015
Bachelor’s Degree, Multi/Interdisciplinary Studies, Computer Science
MHT MidSpan July 2015 - Present
MHT MidSpan May 2014 - August 2014
Top Free Apps & Games Daily, LLC March 2013 - March 2014
ECHELON Partners May 2013 - July 2013
Patpatia & Associates December 2012 - May 2013
Harvey & Company LLC June 2012 - July 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Corporate Finance, Private Equity, Data Analysis, Public Speaking, Microsoft Word
Education
UC Berkeley 2011 — 2015
Bachelor’s Degree, Multi/Interdisciplinary Studies, Computer Science
Spencer Berry Spencer Berry's Harvey & Company LLC Experience January 2013 - April 2013
Job Finance Business Analyst at Intel Corporation
Industry Semiconductors
Experience
Intel Corporation July 2015 - Present
Anaheim Ducks September 2014 - April 2015
Oracle June 2014 - August 2014
CoreLogic May 2013 - August 2013
Chapman University May 2012 - May 2013
Harvey & Company LLC January 2013 - April 2013
Global Entrepreneurship Institute January 2012 - June 2012
Skills
Entrepreneurship, Time Management, Leadership, Public Speaking, Microsoft Excel, Research, Community Outreach, Economic Research, Photoshop, WordPress, Professional Development, InDesign, Project Management, Eviews, Reporting & Analysis, Due Diligence, Tableau, Bloomberg Terminal, Oracle CRM, Data Scrubbing, HTML and CSS
Education
Chapman University, The George L. Argyros School of Business and Economics 2011 — 2015
BA Economics and BS Business Administration, Emphases in Finance and Real Estate, English Minor, Senior Standing
Menlo-Atherton High School 2007 — 2011
Intel Corporation July 2015 - Present
Anaheim Ducks September 2014 - April 2015
Oracle June 2014 - August 2014
CoreLogic May 2013 - August 2013
Chapman University May 2012 - May 2013
Harvey & Company LLC January 2013 - April 2013
Global Entrepreneurship Institute January 2012 - June 2012
Skills
Entrepreneurship, Time Management, Leadership, Public Speaking, Microsoft Excel, Research, Community Outreach, Economic Research, Photoshop, WordPress, Professional Development, InDesign, Project Management, Eviews, Reporting & Analysis, Due Diligence, Tableau, Bloomberg Terminal, Oracle CRM, Data Scrubbing, HTML and CSS
Education
Chapman University, The George L. Argyros School of Business and Economics 2011 — 2015
BA Economics and BS Business Administration, Emphases in Finance and Real Estate, English Minor, Senior Standing
Menlo-Atherton High School 2007 — 2011
Edward Malcolm Edward Malcolm's Harvey & Company LLC Experience September 2013 - November 2013
Job Recent Graduate from UC Irvine
Industry Accounting
Experience
SCNO at UCI November 2012 - June 2015
Broadcom January 2014 - October 2014
Harvey & Company LLC September 2013 - November 2013
Pathway Capital Management November 2012 - September 2013
UC Irvine September 2012 - December 2012
American Campus Communities - UC Irvine September 2011 - May 2012
Education
University of California, Irvine 2011 — 2015
B.A. Business Administration - Emphases in Accounting and Finance
SCNO at UCI November 2012 - June 2015
Broadcom January 2014 - October 2014
Harvey & Company LLC September 2013 - November 2013
Pathway Capital Management November 2012 - September 2013
UC Irvine September 2012 - December 2012
American Campus Communities - UC Irvine September 2011 - May 2012
Education
University of California, Irvine 2011 — 2015
B.A. Business Administration - Emphases in Accounting and Finance
Neil K. Bui Neil K. Bui's Harvey & Company LLC Experience September 2015 - Present
Job Mergers & Acquisitions Intern at Harvey & Company LLC
Industry Information Technology and Services
Experience
Harvey & Company LLC September 2015 - Present
Robert Half August 2015 - September 2015
Self-Employed February 2015 - May 2015
Chapman University December 2011 - January 2015
Gametime United July 2014 - December 2014
Westcliff University June 2014 - August 2014
Prep By Prep April 2014 - June 2014
Orange Unified School District October 2011 - November 2012
Skills
Facebook, Social Media, Microsoft Office, Web Design, Photoshop, Tutoring, WordPress, Dreamweaver, Public Speaking, HTML, C#, Python, Google Analytics, AP Style, OS X, PHP, CSS, Unity3D, Tumblr, Smartsheet, Blogging, Press Releases, Editing, SEO, Social Networking, Social Media Marketing, Skills, Web Analytics, Scrum, Waterfall, SQL, Microsoft SQL Server, RDBMS
Education
Chapman University 2011 — 2015
Bachelor of Science (B.S.), Computer Information Systems
Harvey & Company LLC September 2015 - Present
Robert Half August 2015 - September 2015
Self-Employed February 2015 - May 2015
Chapman University December 2011 - January 2015
Gametime United July 2014 - December 2014
Westcliff University June 2014 - August 2014
Prep By Prep April 2014 - June 2014
Orange Unified School District October 2011 - November 2012
Skills
Facebook, Social Media, Microsoft Office, Web Design, Photoshop, Tutoring, WordPress, Dreamweaver, Public Speaking, HTML, C#, Python, Google Analytics, AP Style, OS X, PHP, CSS, Unity3D, Tumblr, Smartsheet, Blogging, Press Releases, Editing, SEO, Social Networking, Social Media Marketing, Skills, Web Analytics, Scrum, Waterfall, SQL, Microsoft SQL Server, RDBMS
Education
Chapman University 2011 — 2015
Bachelor of Science (B.S.), Computer Information Systems
Devon Jue Devon Jue's Harvey & Company LLC Experience October 2013 - October 2014
Job MEAN Stack Developer
Industry Information Technology and Services
Experience
Black Swan Data July 2015 - Present
TBWA\Chiat\Day June 2015 - June 2015
SnapBit April 2015 - May 2015
School of Devs January 2015 - March 2015
Harvey & Company LLC October 2013 - October 2014
Signature Resources September 2012 - May 2013
Student Learning Center September 2010 - May 2012
Professor David Roland-Holst, Department of Agricultural and Resource Economics April 2012 - April 2012
Work4 Labs September 2011 - December 2011
Skills
AngularJS, JavaScript, HTML, CSS, Node.js, MongoDB, jQuery, Strategic Planning, Financial Analysis, Social Media, PowerPoint, Data Analysis, Economics, Capital IQ, Microsoft Excel
Education
University of California, Berkeley 2008 — 2012
Bachelor of Arts, Economics, Integrative Biology
Black Swan Data July 2015 - Present
TBWA\Chiat\Day June 2015 - June 2015
SnapBit April 2015 - May 2015
School of Devs January 2015 - March 2015
Harvey & Company LLC October 2013 - October 2014
Signature Resources September 2012 - May 2013
Student Learning Center September 2010 - May 2012
Professor David Roland-Holst, Department of Agricultural and Resource Economics April 2012 - April 2012
Work4 Labs September 2011 - December 2011
Skills
AngularJS, JavaScript, HTML, CSS, Node.js, MongoDB, jQuery, Strategic Planning, Financial Analysis, Social Media, PowerPoint, Data Analysis, Economics, Capital IQ, Microsoft Excel
Education
University of California, Berkeley 2008 — 2012
Bachelor of Arts, Economics, Integrative Biology
Kevin Dao Kevin Dao's Harvey & Company LLC Experience January 2014 - April 2014
Job Financial Analyst at The J.M. Smucker Company
Industry Civil Engineering
Experience
The J.M. Smucker Company June 2014 - December 2014
Harvey & Company LLC January 2014 - April 2014
Skills
Research, Microsoft Excel, Teamwork, Customer Service, Data Analysis, Access, Marketing, Accounting, Online Business, Oracle, Budgets, Social Networking, Sales
Education
University of California, Irvine 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Oxnard High School 2007 — 2011
High School
Foothill College
Accounting
The J.M. Smucker Company June 2014 - December 2014
Harvey & Company LLC January 2014 - April 2014
Skills
Research, Microsoft Excel, Teamwork, Customer Service, Data Analysis, Access, Marketing, Accounting, Online Business, Oracle, Budgets, Social Networking, Sales
Education
University of California, Irvine 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Oxnard High School 2007 — 2011
High School
Foothill College
Accounting
Brad Doucette's Harvey & Company LLC Experience April 2012 - June 2012
Job JD Candidate at Loyola Law School, Los Angeles
Industry Law Practice
Experience
Seyfarth Shaw LLP August 2012 - July 2015
Harvey & Company LLC April 2012 - June 2012
UC Irvine Campus Recreation September 2009 - June 2012
Kappa Sigma Fraternity January 2011 - January 2012
University of California, Irvine Extension September 2009 - December 2011
U.S. House of Representatives June 2011 - September 2011
Skills
Team Leadership, Research, Event Planning, Public Speaking, Public Policy, Marketing Strategy, Strategic Leadership, Community Outreach, Social Media, Recruiting, Fundraising, Team Building, Leadership, Mediation
Education
Loyola Law School, Los Angeles
J. D. Candidate, Class of 2018
University of California, Irvine 2008 — 2012
Bachelor, Political Science and Government
Franklin High School 2004 — 2008
Seyfarth Shaw LLP August 2012 - July 2015
Harvey & Company LLC April 2012 - June 2012
UC Irvine Campus Recreation September 2009 - June 2012
Kappa Sigma Fraternity January 2011 - January 2012
University of California, Irvine Extension September 2009 - December 2011
U.S. House of Representatives June 2011 - September 2011
Skills
Team Leadership, Research, Event Planning, Public Speaking, Public Policy, Marketing Strategy, Strategic Leadership, Community Outreach, Social Media, Recruiting, Fundraising, Team Building, Leadership, Mediation
Education
Loyola Law School, Los Angeles
J. D. Candidate, Class of 2018
University of California, Irvine 2008 — 2012
Bachelor, Political Science and Government
Franklin High School 2004 — 2008
Elliot Cole Elliot Cole's Harvey & Company LLC Experience June 2015 - Present
Job Junior Analyst at Harvey and Company
Industry Financial Services
Experience
Harvey & Company LLC June 2015 - Present
Waddell & Reed January 2014 - December 2014
Watch Station International June 2013 - September 2013
Amorosso Fine Wines September 2012 - May 2013
Skills
Microsoft Office, Public Speaking, Social Networking, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Research, Sales, Project Management, English, Organizational Design, Windows, Photoshop
Education
University of California, San Diego 2013 — 2015
Bachelor of Science (B.Sc.), Management Sciences, 3.7 GPA, Cum Laude
MiraCosta College 2010 — 2012
Associate of Arts (AA), Economics, 3.7 Cumulative GPA 4.0 Honors Coursework
Harvey & Company LLC June 2015 - Present
Waddell & Reed January 2014 - December 2014
Watch Station International June 2013 - September 2013
Amorosso Fine Wines September 2012 - May 2013
Skills
Microsoft Office, Public Speaking, Social Networking, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Research, Sales, Project Management, English, Organizational Design, Windows, Photoshop
Education
University of California, San Diego 2013 — 2015
Bachelor of Science (B.Sc.), Management Sciences, 3.7 GPA, Cum Laude
MiraCosta College 2010 — 2012
Associate of Arts (AA), Economics, 3.7 Cumulative GPA 4.0 Honors Coursework
Kate Blaes's Harvey & Company LLC Experience July 2011 - August 2011
Job Business Advisory Services Senior Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP September 2015 - Present
Feeley & Driscoll, P.C. June 2015 - August 2015
Feeley & Driscoll, P.C. October 2013 - April 2015
Feeley & Driscoll, P.C. May 2012 - August 2012
Capstone Partners LLC September 2011 - December 2011
Harvey & Company LLC July 2011 - August 2011
Jet Propulsion Laboratory May 2010 - August 2010
Jet Propulsion Laboratory June 2009 - August 2009
Education
Boston University Questrom School of Business 2009 — 2013
Bachelor of Science (B.S.) in Business Administration
Grant Thornton LLP September 2015 - Present
Feeley & Driscoll, P.C. June 2015 - August 2015
Feeley & Driscoll, P.C. October 2013 - April 2015
Feeley & Driscoll, P.C. May 2012 - August 2012
Capstone Partners LLC September 2011 - December 2011
Harvey & Company LLC July 2011 - August 2011
Jet Propulsion Laboratory May 2010 - August 2010
Jet Propulsion Laboratory June 2009 - August 2009
Education
Boston University Questrom School of Business 2009 — 2013
Bachelor of Science (B.S.) in Business Administration
Ming Kyan Ming Kyan's Harvey & Company LLC Experience January 2014 - February 2014
Job Company Relations Director at Undergraduate Business Association (UBA)
Industry Financial Services
Experience
Undergraduate Business Association (UBA) June 2014 - June 2015
85C Bakery Cafe June 2014 - September 2014
Waddell & Reed June 2014 - August 2014
University of California, Irvine Anthology Yearbook October 2013 - June 2014
Undergraduate Business Association (UBA) January 2014 - March 2014
Harvey & Company LLC January 2014 - February 2014
Associated Students of Ohlone College (ASOC) February 2013 - May 2013
Ohlone International Club August 2012 - May 2013
Education
University of California, Irvine 2013 — 2015
Bachelor of Arts (BA)
Ohlone College 2011 — 2013
Associate of Arts (A.A.)
Undergraduate Business Association (UBA) June 2014 - June 2015
85C Bakery Cafe June 2014 - September 2014
Waddell & Reed June 2014 - August 2014
University of California, Irvine Anthology Yearbook October 2013 - June 2014
Undergraduate Business Association (UBA) January 2014 - March 2014
Harvey & Company LLC January 2014 - February 2014
Associated Students of Ohlone College (ASOC) February 2013 - May 2013
Ohlone International Club August 2012 - May 2013
Education
University of California, Irvine 2013 — 2015
Bachelor of Arts (BA)
Ohlone College 2011 — 2013
Associate of Arts (A.A.)
Sean Su Sean Su's Harvey & Company LLC Experience August 2011 - September 2011
Job Credit Analyst at Bridge Bank
Industry Financial Services
Experience
Bridge Bank August 2013 - Present
Santa Clara University January 2013 - June 2013
Sacred Heart Community Service September 2012 - November 2012
Penn Schoen Berland July 2012 - September 2012
Harvey & Company LLC August 2011 - September 2011
D.P. Insurance Agency June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Project Finance, Credit Analysis, Commercial Lending, Solar Energy, Microsoft Office, Market Research, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Research, Finance, Access, Strategy, Social Networking, Leadership, Data Analysis
Education
Santa Clara University 2009 — 2013
Bachelor of Science in Commerce, Finance
Bridge Bank August 2013 - Present
Santa Clara University January 2013 - June 2013
Sacred Heart Community Service September 2012 - November 2012
Penn Schoen Berland July 2012 - September 2012
Harvey & Company LLC August 2011 - September 2011
D.P. Insurance Agency June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Project Finance, Credit Analysis, Commercial Lending, Solar Energy, Microsoft Office, Market Research, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Research, Finance, Access, Strategy, Social Networking, Leadership, Data Analysis
Education
Santa Clara University 2009 — 2013
Bachelor of Science in Commerce, Finance
Dimitris Grigoriou's Harvey & Company LLC Experience February 2015 - Present
Job Jr. Financial Analyst at Harvey & Company LLC
Industry Financial Services
Experience
Harvey & Company LLC February 2015 - Present
Independent Capital Management October 2013 - November 2014
Pepperdine University August 2009 - April 2013
ACE Global Contact Centers INC. June 2012 - August 2012
Incolbestos S.A. June 2011 - August 2011
U-Haul International, Inc. May 2010 - August 2010
Global Technology Systems, Inc October 2007 - April 2009
Skills
Strategy, Policy, Microsoft Excel, PowerPoint, Data Analysis, Research, Financial Analysis, Financial Modeling, Microsoft Office, Microsoft Word, Economics
Education
Pepperdine University 2009 — 2013
Bachelor of Science (BS), Finance, General
Harvey & Company LLC February 2015 - Present
Independent Capital Management October 2013 - November 2014
Pepperdine University August 2009 - April 2013
ACE Global Contact Centers INC. June 2012 - August 2012
Incolbestos S.A. June 2011 - August 2011
U-Haul International, Inc. May 2010 - August 2010
Global Technology Systems, Inc October 2007 - April 2009
Skills
Strategy, Policy, Microsoft Excel, PowerPoint, Data Analysis, Research, Financial Analysis, Financial Modeling, Microsoft Office, Microsoft Word, Economics
Education
Pepperdine University 2009 — 2013
Bachelor of Science (BS), Finance, General
Brent Edgecumbe Brent Edgecumbe's Harvey & Company LLC Experience 1999 - 2000
Job SVP, Corporate Finance at Western Alliance Bancorporation
Industry Banking
Experience
Western Alliance Bancorporation 2011 - Present
US Bank 2011 - 2011
Churchill Pacific 2010 - 2011
Wells Fargo Foothill 2005 - 2009
Wells Fargo Foothill 2000 - 2005
Harvey & Company LLC 1999 - 2000
Skills
Financial Modeling, Strategy, Mergers & Acquisitions, Portfolio Management, Due Diligence, Finance, Investments, Capital Markets, Start-ups, Banking, Investment Banking, Credit, CRM, Leadership, Management, Interpersonal..., Credit Analysis, Loans, Loan Origination, New Business Development
Education
UCLA Anderson School of Management
General Management - Executive Program
University of California, Santa Barbara
Bachelor of Arts (B.A.), Double Major, Economics & Religious Studies
Chartered Financial Analyst Institute
Passed level 1 of the CFA exam
Western Alliance Bancorporation 2011 - Present
US Bank 2011 - 2011
Churchill Pacific 2010 - 2011
Wells Fargo Foothill 2005 - 2009
Wells Fargo Foothill 2000 - 2005
Harvey & Company LLC 1999 - 2000
Skills
Financial Modeling, Strategy, Mergers & Acquisitions, Portfolio Management, Due Diligence, Finance, Investments, Capital Markets, Start-ups, Banking, Investment Banking, Credit, CRM, Leadership, Management, Interpersonal..., Credit Analysis, Loans, Loan Origination, New Business Development
Education
UCLA Anderson School of Management
General Management - Executive Program
University of California, Santa Barbara
Bachelor of Arts (B.A.), Double Major, Economics & Religious Studies
Chartered Financial Analyst Institute
Passed level 1 of the CFA exam
Andrew Behti Andrew Behti's Harvey & Company LLC Experience September 2009 - November 2009
Job Operations Associate at Sensato Investors
Industry Investment Management
Experience
Sensato Investors January 2015 - Present
First Republic Securities Company January 2013 - January 2015
First Foundation Advisors March 2010 - June 2011
Great Pacific Securities September 2010 - December 2010
Harvey & Company LLC September 2009 - November 2009
Skills
Microsoft Excel, Microsoft Word, Bloomberg, Investments, Financial Analysis, Equities, NetX360
Education
University of California, Irvine 2007 — 2011
B.A., Quantitative Economics
Sensato Investors January 2015 - Present
First Republic Securities Company January 2013 - January 2015
First Foundation Advisors March 2010 - June 2011
Great Pacific Securities September 2010 - December 2010
Harvey & Company LLC September 2009 - November 2009
Skills
Microsoft Excel, Microsoft Word, Bloomberg, Investments, Financial Analysis, Equities, NetX360
Education
University of California, Irvine 2007 — 2011
B.A., Quantitative Economics
Christopher Kilkuts's Harvey & Company LLC Experience March 2013 - August 2013
Job Assurance Associate Financial Services at PwC
Industry Accounting
Experience
PwC January 2015 - Present
PwC June 2014 - August 2014
Harvey & Company LLC March 2013 - August 2013
Loyola Marymount University April 2012 - May 2013
Credit Suisse Valuation Challenge March 2012 - June 2012
Miller Supply Inc. May 2011 - August 2011
Skills
Financial Analysis, Financial Statement..., Valuation, Financial Reporting, Accounting, Financial Accounting, Finance, Microsoft Excel, Business Valuation, Investments
Education
Loyola Marymount University 2013 — 2014
Masters of Science, Accounting, Graduate
Loyola Marymount University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Senior
PwC January 2015 - Present
PwC June 2014 - August 2014
Harvey & Company LLC March 2013 - August 2013
Loyola Marymount University April 2012 - May 2013
Credit Suisse Valuation Challenge March 2012 - June 2012
Miller Supply Inc. May 2011 - August 2011
Skills
Financial Analysis, Financial Statement..., Valuation, Financial Reporting, Accounting, Financial Accounting, Finance, Microsoft Excel, Business Valuation, Investments
Education
Loyola Marymount University 2013 — 2014
Masters of Science, Accounting, Graduate
Loyola Marymount University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Senior
Harris S. Moten, CPA's Harvey & Company LLC Experience August 2006 - December 2006
Job Manager at Deloitte
Industry Financial Services
Experience
Deloitte August 2013 - Present
Narika January 2013 - Present
Deloitte November 2010 - August 2013
Squar, Milner, Peterson, Miranda, & Williamson, LLP January 2008 - November 2010
Harvey & Company LLC August 2006 - December 2006
Pathway Capital Management January 2005 - September 2005
Skills
Asset Management, Auditing, Financial Accounting, Financial Services, Financial Reporting, Financial Analysis, SEC filings, Accounting, Financial Modeling, US GAAP, GAAP, Business Valuation, Internal Controls, Due Diligence, CPA, Sarbanes-Oxley Act, Revenue Recognition, Valuation, Mergers & Acquisitions, Assurance, IFRS, Internal Audit, Big 4
Education
University of California, Irvine 2004 — 2007
Economics, Economics and Accounting
Deloitte August 2013 - Present
Narika January 2013 - Present
Deloitte November 2010 - August 2013
Squar, Milner, Peterson, Miranda, & Williamson, LLP January 2008 - November 2010
Harvey & Company LLC August 2006 - December 2006
Pathway Capital Management January 2005 - September 2005
Skills
Asset Management, Auditing, Financial Accounting, Financial Services, Financial Reporting, Financial Analysis, SEC filings, Accounting, Financial Modeling, US GAAP, GAAP, Business Valuation, Internal Controls, Due Diligence, CPA, Sarbanes-Oxley Act, Revenue Recognition, Valuation, Mergers & Acquisitions, Assurance, IFRS, Internal Audit, Big 4
Education
University of California, Irvine 2004 — 2007
Economics, Economics and Accounting
Keegan Rowe's Harvey & Company LLC Experience October 2012 - December 2012
Job
Industry Financial Services
Experience
Sampling International LLC March 2014 - June 2014
Youngs Market Company September 2013 - January 2014
Harvey & Company LLC October 2012 - December 2012
Atria Senior Living July 2011 - September 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Financial Analysis, Outlook, Customer Service, Access
Education
Chapman University 2009 — 2013
Bachelor of Science (BS), Finance, Marketing, 3.628
Sampling International LLC March 2014 - June 2014
Youngs Market Company September 2013 - January 2014
Harvey & Company LLC October 2012 - December 2012
Atria Senior Living July 2011 - September 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Financial Analysis, Outlook, Customer Service, Access
Education
Chapman University 2009 — 2013
Bachelor of Science (BS), Finance, Marketing, 3.628
Nini Ou-Yang's Harvey & Company LLC Experience January 2009 - June 2009
Job Associate Consultant, Digital Marketing at Adobe
Industry Information Technology and Services
Experience
Adobe December 2013 - Present
Experian Consumer Services July 2012 - November 2013
Experian January 2012 - July 2012
Experian August 2011 - January 2012
Experian February 2011 - August 2011
Experian February 2010 - February 2011
Floyd Company June 2009 - February 2010
Harvey & Company LLC January 2009 - June 2009
Skills
Cognos, OBIEE, Analytics, Omniture, Essbase, Business Intelligence, Business Analytics, Data Analysis, Financial Analysis, Variance Analysis, Hyperion Enterprise, Financial Reporting, Web Analytics, SQL, Forecasting, Strategy, Competitive Analysis, Finance, Financial Modeling, Budgets, Business Process..., Mergers & Acquisitions, Management, Corporate Finance, Google Analytics, Online Marketing, Leadership, Data Mining, Process Improvement, Marketing, Databases, Digital Analytics, Omniture SiteCatalyst, Adobe Insight, Tableau, Test & Target, Mobile Analytics, Oracle Financials, Siebel CRM and Analytics, Product Analysis, Business Analysis, Analysis
Education
University of California, Irvine 2013 — 2013
Certificate in Web intelligence
University of California, Irvine 2005 — 2009
B.S., Business Economics
Adobe December 2013 - Present
Experian Consumer Services July 2012 - November 2013
Experian January 2012 - July 2012
Experian August 2011 - January 2012
Experian February 2011 - August 2011
Experian February 2010 - February 2011
Floyd Company June 2009 - February 2010
Harvey & Company LLC January 2009 - June 2009
Skills
Cognos, OBIEE, Analytics, Omniture, Essbase, Business Intelligence, Business Analytics, Data Analysis, Financial Analysis, Variance Analysis, Hyperion Enterprise, Financial Reporting, Web Analytics, SQL, Forecasting, Strategy, Competitive Analysis, Finance, Financial Modeling, Budgets, Business Process..., Mergers & Acquisitions, Management, Corporate Finance, Google Analytics, Online Marketing, Leadership, Data Mining, Process Improvement, Marketing, Databases, Digital Analytics, Omniture SiteCatalyst, Adobe Insight, Tableau, Test & Target, Mobile Analytics, Oracle Financials, Siebel CRM and Analytics, Product Analysis, Business Analysis, Analysis
Education
University of California, Irvine 2013 — 2013
Certificate in Web intelligence
University of California, Irvine 2005 — 2009
B.S., Business Economics
Enrique Aceves Enrique Aceves's Harvey & Company LLC Experience 2010 - 2012
Job Specialist at PIMCO
Industry Investment Management
Experience
PIMCO 2015 - Present
PIMCO 2014 - 2015
PIMCO 2012 - 2013
Harvey & Company LLC 2010 - 2012
Harvey & Company LLC 2010 - 2011
RuffaloCODY 2009 - 2010
Midway Automotive 2007 - 2008
Education
University of California, Irvine 2007 — 2010
B.A
Mt. San Jacinto College 2006 — 2007
A.A, A.A, A.A, A.S
Universidad Autónoma de Guadalajara 2005 — 2005
Certification
PIMCO 2015 - Present
PIMCO 2014 - 2015
PIMCO 2012 - 2013
Harvey & Company LLC 2010 - 2012
Harvey & Company LLC 2010 - 2011
RuffaloCODY 2009 - 2010
Midway Automotive 2007 - 2008
Education
University of California, Irvine 2007 — 2010
B.A
Mt. San Jacinto College 2006 — 2007
A.A, A.A, A.A, A.S
Universidad Autónoma de Guadalajara 2005 — 2005
Certification
Tyler Fair Tyler Fair's Harvey & Company LLC Experience March 2008 - July 2011
Job Cofounder at SourceScrub
Industry Venture Capital & Private Equity
Experience
SourceScrub January 2015 - Present
Serent Capital August 2011 - December 2014
Harvey & Company LLC March 2008 - July 2011
Unanet Technologies 2006 - 2006
Azul Systems 2003 - 2004
Skills
Private Equity, Investments, Strategy, Venture Capital, Entrepreneurship, Valuation, Start-ups, Mergers & Acquisitions, Corporate Development, Investment Banking, Strategic Partnerships, Financial Modeling, LBO, Management
Education
University of Arizona 2003 — 2007
BHS
Wallstreet Prep
SourceScrub January 2015 - Present
Serent Capital August 2011 - December 2014
Harvey & Company LLC March 2008 - July 2011
Unanet Technologies 2006 - 2006
Azul Systems 2003 - 2004
Skills
Private Equity, Investments, Strategy, Venture Capital, Entrepreneurship, Valuation, Start-ups, Mergers & Acquisitions, Corporate Development, Investment Banking, Strategic Partnerships, Financial Modeling, LBO, Management
Education
University of Arizona 2003 — 2007
BHS
Wallstreet Prep
Charles Lin's Harvey & Company LLC Experience 2010 - 2010
Job Corporate Operations Risk
Industry Banking
Experience
JPMorgan Chase 2013 - Present
MediaRadar, Inc. 2012 - 2012
Barclays 2011 - 2012
Sesame Workshop 2010 - 2010
Harvey & Company LLC 2010 - 2010
Sesame Workshop 2009 - 2009
DDL, Inc. 2008 - 2008
Unilever 2007 - 2008
Skills
Management, Financial Analysis, Leadership, Business Analysis, Data Analysis, Business Strategy, Risk Management, Six Sigma, SQL, Tableau, Strategic Planning, SDLC, Visio, SharePoint, Process Improvement, Python, USA PATRIOT Act, KYC, OFAC, Microsoft Excel, Program Management, Business Valuation, Business Planning, VBA, Access, R, Project Management, Financial Modeling, Application Lifecycle..., Analysis, Research, Excel
Education
Chapman University 2009 — 2011
MBA
Michigan State University 2002 — 2006
Bachelor’s Degree
JPMorgan Chase 2013 - Present
MediaRadar, Inc. 2012 - 2012
Barclays 2011 - 2012
Sesame Workshop 2010 - 2010
Harvey & Company LLC 2010 - 2010
Sesame Workshop 2009 - 2009
DDL, Inc. 2008 - 2008
Unilever 2007 - 2008
Skills
Management, Financial Analysis, Leadership, Business Analysis, Data Analysis, Business Strategy, Risk Management, Six Sigma, SQL, Tableau, Strategic Planning, SDLC, Visio, SharePoint, Process Improvement, Python, USA PATRIOT Act, KYC, OFAC, Microsoft Excel, Program Management, Business Valuation, Business Planning, VBA, Access, R, Project Management, Financial Modeling, Application Lifecycle..., Analysis, Research, Excel
Education
Chapman University 2009 — 2011
MBA
Michigan State University 2002 — 2006
Bachelor’s Degree
Allison Long's Harvey & Company LLC Experience October 2010 - March 2012
Job Sales & Account Management
Industry Information Technology and Services
Experience
Zenefits April 2015 - Present
Irvine Technology Corporation March 2012 - May 2015
Harvey & Company LLC October 2010 - March 2012
Skills
Organizing, Attention To Detail, Able To Multi-task, Mergers, Private Equity, Creative Development, Persuasion, Building Relationships, Public Relations, Public Speaking, Marketing Communications, Lead Generation, Press Releases, Microsoft Office, Marketing, Sales, Creative Direction, Mergers & Acquisitions, Process Improvement, Software Development, Leadership, Recruiting, Technical Recruiting, Strategic Planning, Management, Business Analysis, CRM, Outsourcing, Interviews, Talent Acquisition, Strategy, Consulting, Account Management, Project Management, Contract Recruitment, Temporary Placement, Cold Calling, Vendor Management, Information Technology, Software Project..., Internet Recruiting, Applicant Tracking..., Sourcing, SDLC, Resource Management, Benefits Negotiation, College Recruiting, Staffing Services, Staff Augmentation, Human Resources
Education
University of Southern California
Bachelor's degree, Global Communication & Marketing
Universiteit van Amsterdam
Undergraduate - Semester Abroad, Dutch Policy; Global Communication
Zenefits April 2015 - Present
Irvine Technology Corporation March 2012 - May 2015
Harvey & Company LLC October 2010 - March 2012
Skills
Organizing, Attention To Detail, Able To Multi-task, Mergers, Private Equity, Creative Development, Persuasion, Building Relationships, Public Relations, Public Speaking, Marketing Communications, Lead Generation, Press Releases, Microsoft Office, Marketing, Sales, Creative Direction, Mergers & Acquisitions, Process Improvement, Software Development, Leadership, Recruiting, Technical Recruiting, Strategic Planning, Management, Business Analysis, CRM, Outsourcing, Interviews, Talent Acquisition, Strategy, Consulting, Account Management, Project Management, Contract Recruitment, Temporary Placement, Cold Calling, Vendor Management, Information Technology, Software Project..., Internet Recruiting, Applicant Tracking..., Sourcing, SDLC, Resource Management, Benefits Negotiation, College Recruiting, Staffing Services, Staff Augmentation, Human Resources
Education
University of Southern California
Bachelor's degree, Global Communication & Marketing
Universiteit van Amsterdam
Undergraduate - Semester Abroad, Dutch Policy; Global Communication
David Luu, CPA, CFE's Harvey & Company LLC Experience December 2007 - March 2008
Job Financial Audit Manager at Credit Karma
Industry Accounting
Experience
Credit Karma April 2015 - Present
Experian July 2013 - March 2015
Ernst & Young June 2012 - May 2013
Wright Ford Young & Co. May 2008 - June 2012
Harvey & Company LLC December 2007 - March 2008
Skills
Internal Controls, Auditing, GAAP, Accounting, CPA, Certified Fraud Examiner, Financial Statements, GAAS, SEC filings, Financial Reporting, Mergers & Acquisitions, Financial Audits, Finance, Assurance, US GAAP, Sarbanes-Oxley Act, Internal Audit, Financial Accounting, Analysis, External Audit, Sarbanes-Oxley, Revenue Recognition, Project Management, Product Development, Third Party Vendor..., Corporate Social..., Variance Analysis, Compliance, Credit Reports, GLBA, FCRA, Account Reconciliation, Financial Analysis, SOX 404, Fixed Assets, Accounts Receivable, Accounts Payable, Accruals, Journal Entries, Due Diligence, Bank Reconciliation, SEC Financial Reporting, SOX Compliancy, Big 4, Forecasting, SAS70, Financial Statement..., Audits of Employee..., FASB, 10Q
Education
University of California, Berkeley, Haas School of Business
Master of Business Administration (M.B.A.)
University of California, Irvine
Bachelor’s Degree, Business Economics
University of California, Irvine - The Paul Merage School of Business
Accounting
Credit Karma April 2015 - Present
Experian July 2013 - March 2015
Ernst & Young June 2012 - May 2013
Wright Ford Young & Co. May 2008 - June 2012
Harvey & Company LLC December 2007 - March 2008
Skills
Internal Controls, Auditing, GAAP, Accounting, CPA, Certified Fraud Examiner, Financial Statements, GAAS, SEC filings, Financial Reporting, Mergers & Acquisitions, Financial Audits, Finance, Assurance, US GAAP, Sarbanes-Oxley Act, Internal Audit, Financial Accounting, Analysis, External Audit, Sarbanes-Oxley, Revenue Recognition, Project Management, Product Development, Third Party Vendor..., Corporate Social..., Variance Analysis, Compliance, Credit Reports, GLBA, FCRA, Account Reconciliation, Financial Analysis, SOX 404, Fixed Assets, Accounts Receivable, Accounts Payable, Accruals, Journal Entries, Due Diligence, Bank Reconciliation, SEC Financial Reporting, SOX Compliancy, Big 4, Forecasting, SAS70, Financial Statement..., Audits of Employee..., FASB, 10Q
Education
University of California, Berkeley, Haas School of Business
Master of Business Administration (M.B.A.)
University of California, Irvine
Bachelor’s Degree, Business Economics
University of California, Irvine - The Paul Merage School of Business
Accounting
Matthew Dello Russo Matthew Dello Russo's Harvey & Company LLC Experience June 2014 - August 2014
Job Executive Recruiter at RemX Specialty Staffing
Industry Staffing and Recruiting
Experience
RemX Specialty Staffing September 2015 - Present
The Resort at Pelican Hill 2014 - June 2015
Harvey & Company LLC June 2014 - August 2014
Trimavin, LLC - a Division of Stearns Lending January 2011 - August 2013
Skills
Social Media Marketing, Customer Service, Social Networking, Recruiting, Marketing Communications, Public Speaking, Customer Satisfaction, Team Management, Private Equity, Mergers & Acquisitions, Retail Banking, Advertising, SEO, Crisis Communications, Crisis Management, appraisal coordination, appraisal management, E-commerce, Sales, Social Media, Event Planning, Marketing, Marketing Strategy, Public Relations, Human Resources, Research, Temporary Placement, Strategic Planning, New Business Development
Education
Anglo American University - Prague, Czech Republic 2013 — 2014
International Relations and Affairs
California State University-Fullerton 2011 — 2014
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
RemX Specialty Staffing September 2015 - Present
The Resort at Pelican Hill 2014 - June 2015
Harvey & Company LLC June 2014 - August 2014
Trimavin, LLC - a Division of Stearns Lending January 2011 - August 2013
Skills
Social Media Marketing, Customer Service, Social Networking, Recruiting, Marketing Communications, Public Speaking, Customer Satisfaction, Team Management, Private Equity, Mergers & Acquisitions, Retail Banking, Advertising, SEO, Crisis Communications, Crisis Management, appraisal coordination, appraisal management, E-commerce, Sales, Social Media, Event Planning, Marketing, Marketing Strategy, Public Relations, Human Resources, Research, Temporary Placement, Strategic Planning, New Business Development
Education
Anglo American University - Prague, Czech Republic 2013 — 2014
International Relations and Affairs
California State University-Fullerton 2011 — 2014
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Brad Todd's Harvey & Company LLC Experience August 1999 - July 2004
Job HR Business Partner at Roche
Industry Medical Devices
Experience
Roche Diabetes Care, Inc. December 2014 - Present
Roche Diagnostics GmbH February 2013 - November 2014
Roche Diagnostics Corporation December 2010 - February 2013
Roche Diagnostics Corporation June 2010 - November 2010
Roche Diagnostics AG November 2009 - May 2010
Roche Diagnostics Operations, Inc. June 2008 - November 2009
AI Executive Search August 2004 - March 2008
Harvey & Company LLC August 1999 - July 2004
Skills
Talent Management, Talent Acquisition, Employee Relations, Leadership Development, Change Management, Organizational..., Human Resources, Employee Benefits, Succession Planning, Performance Management, Process Improvement, Recruiting, Employee Engagement, Strategic Planning, Project Management, Training, Mergers, Onboarding, Mergers & Acquisitions, Executive Search, Management, Personnel Management, Organizational Design, Workforce Planning
Education
Purdue University 1995 — 1999
BS, Management
Roche Diabetes Care, Inc. December 2014 - Present
Roche Diagnostics GmbH February 2013 - November 2014
Roche Diagnostics Corporation December 2010 - February 2013
Roche Diagnostics Corporation June 2010 - November 2010
Roche Diagnostics AG November 2009 - May 2010
Roche Diagnostics Operations, Inc. June 2008 - November 2009
AI Executive Search August 2004 - March 2008
Harvey & Company LLC August 1999 - July 2004
Skills
Talent Management, Talent Acquisition, Employee Relations, Leadership Development, Change Management, Organizational..., Human Resources, Employee Benefits, Succession Planning, Performance Management, Process Improvement, Recruiting, Employee Engagement, Strategic Planning, Project Management, Training, Mergers, Onboarding, Mergers & Acquisitions, Executive Search, Management, Personnel Management, Organizational Design, Workforce Planning
Education
Purdue University 1995 — 1999
BS, Management
Jared Perrin's Harvey & Company LLC Experience August 2005 - Present
Job Director at Harvey & Company LLC
Industry Venture Capital & Private Equity
Experience
Harvey & Company LLC August 2005 - Present
Aesir, LLC January 2004 - January 2005
Skills
Venture Capital, Leadership, Private Equity, Strategy, E-commerce, Corporate Development, Investments, International Business, Mergers & Acquisitions, Finance, Strategic Planning, Business Strategy, Financial Modeling, New Business Development, Valuation, Due Diligence, Management, Financial Analysis, Mezzanine Debt
Education
University of Southern California - Marshall School of Business 2000 — 2003
Bachelor of Science, Business Administration, International Business
Copenhagen Business School
Business
Harvey & Company LLC August 2005 - Present
Aesir, LLC January 2004 - January 2005
Skills
Venture Capital, Leadership, Private Equity, Strategy, E-commerce, Corporate Development, Investments, International Business, Mergers & Acquisitions, Finance, Strategic Planning, Business Strategy, Financial Modeling, New Business Development, Valuation, Due Diligence, Management, Financial Analysis, Mezzanine Debt
Education
University of Southern California - Marshall School of Business 2000 — 2003
Bachelor of Science, Business Administration, International Business
Copenhagen Business School
Business
Lei Pan's Harvey & Company LLC Experience July 2001 - June 2002
Job Consultant at Frederic W. Cook & Co.
Industry Financial Services
Experience
Frederic W. Cook & Co. August 2011 - Present
Semler Brossy Consulting Group August 2009 - August 2011
Gabriel Media Group, Inc June 2002 - May 2009
Harvey & Company LLC July 2001 - June 2002
Skills
Analytics, Valuation, Data Analysis, Financial Modeling, Financial Analysis, Management Consulting, Project Management, Strategy, Analysis
Education
Stanford University 1997 — 2001
BS/BA, Industrial Engineering/Economics
Frederic W. Cook & Co. August 2011 - Present
Semler Brossy Consulting Group August 2009 - August 2011
Gabriel Media Group, Inc June 2002 - May 2009
Harvey & Company LLC July 2001 - June 2002
Skills
Analytics, Valuation, Data Analysis, Financial Modeling, Financial Analysis, Management Consulting, Project Management, Strategy, Analysis
Education
Stanford University 1997 — 2001
BS/BA, Industrial Engineering/Economics
Nicholas Lui's Harvey & Company LLC Experience October 2007 - December 2007
Job Financial Analyst at Southern California Edison
Industry Utilities
Experience
Southern California Edison October 2010 - Present
Southern California Edison January 2010 - October 2010
Sports Management Research Institute October 2008 - December 2009
Private Tutor September 2008 - December 2009
Harvey & Company LLC October 2007 - December 2007
Morgan Stanley September 2007 - October 2007
Skills
Analysis, Microsoft Excel, PowerPoint, Research, Statistics, Financial Modeling, Market Research, Economics, Data Analysis, Microsoft Office, Financial Analysis, Microsoft Word, Project Management, Access, Strategic Planning, Risk Management, Analytics, Business Analysis, Customer Service, Program Management, Mergers & Acquisitions
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2008
B.A. Business Administration, Finance Concentration, Minor in Economics
Rowland High School 2000 — 2003
Southern California Edison October 2010 - Present
Southern California Edison January 2010 - October 2010
Sports Management Research Institute October 2008 - December 2009
Private Tutor September 2008 - December 2009
Harvey & Company LLC October 2007 - December 2007
Morgan Stanley September 2007 - October 2007
Skills
Analysis, Microsoft Excel, PowerPoint, Research, Statistics, Financial Modeling, Market Research, Economics, Data Analysis, Microsoft Office, Financial Analysis, Microsoft Word, Project Management, Access, Strategic Planning, Risk Management, Analytics, Business Analysis, Customer Service, Program Management, Mergers & Acquisitions
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2008
B.A. Business Administration, Finance Concentration, Minor in Economics
Rowland High School 2000 — 2003
Jack Scott, CFA's Harvey & Company LLC Experience November 2010 - August 2011
Job MBA Candidate
Industry Financial Services
Experience
PIMCO January 2014 - July 2014
PIMCO August 2011 - December 2013
Harvey & Company LLC November 2010 - August 2011
California Equity Research September 2009 - November 2010
Pathfinder Mortgage Corp. January 2009 - July 2009
Johnson Capital July 2008 - November 2008
Smith Barney December 2007 - May 2008
Skills
CFA Charterholder, Advanced Microsoft Excel
Education
The University of Chicago Booth School of Business 2014 — 2016
University of San Diego 2005 — 2009
Bachelor of Business Administration (BBA), Finance
PIMCO January 2014 - July 2014
PIMCO August 2011 - December 2013
Harvey & Company LLC November 2010 - August 2011
California Equity Research September 2009 - November 2010
Pathfinder Mortgage Corp. January 2009 - July 2009
Johnson Capital July 2008 - November 2008
Smith Barney December 2007 - May 2008
Skills
CFA Charterholder, Advanced Microsoft Excel
Education
The University of Chicago Booth School of Business 2014 — 2016
University of San Diego 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Cameron Galbraith's Harvey & Company LLC Experience 2008 - 2012
Job Sales Operations Lead at OpenGov, Inc.
Industry Computer Software
Experience
OpenGov Inc January 2015 - Present
OpenGov Inc January 2014 - December 2014
Technical Products Firm 2012 - 2013
Harvey & Company LLC 2008 - 2012
Harvey & Company LLC 2008 - 2012
Skills
Sales Operations, SaaS, LBO, Private Equity, M&A experience, Distressed Debt, special assets, Recapitalizations, Microsoft Excel, Mergers, Portfolio Management, Acquisitions, Due Diligence, Business Development, Buyside Advisory, Financial Modeling, Capital Markets, Mergers & Acquisitions, CDO, CLO, Debt Advisory, Corporate Development, Capital Raising, Strategy, Project Management, Venture Capital, Local Government, Portfolio Acquisitions, Growth Capital, Capital IQ, Structured Finance, Fixed Income, Asset Management, Hedge Funds, Salesforce.com..., Sales Process, Salesforce.com, Start-ups, Analytics, Mezzanine
Education
University of California, Irvine 2004 — 2008
BA, International Studies; History Minor
University of Cambridge 2006 — 2007
Economics, Finance, History
OpenGov Inc January 2015 - Present
OpenGov Inc January 2014 - December 2014
Technical Products Firm 2012 - 2013
Harvey & Company LLC 2008 - 2012
Harvey & Company LLC 2008 - 2012
Skills
Sales Operations, SaaS, LBO, Private Equity, M&A experience, Distressed Debt, special assets, Recapitalizations, Microsoft Excel, Mergers, Portfolio Management, Acquisitions, Due Diligence, Business Development, Buyside Advisory, Financial Modeling, Capital Markets, Mergers & Acquisitions, CDO, CLO, Debt Advisory, Corporate Development, Capital Raising, Strategy, Project Management, Venture Capital, Local Government, Portfolio Acquisitions, Growth Capital, Capital IQ, Structured Finance, Fixed Income, Asset Management, Hedge Funds, Salesforce.com..., Sales Process, Salesforce.com, Start-ups, Analytics, Mezzanine
Education
University of California, Irvine 2004 — 2008
BA, International Studies; History Minor
University of Cambridge 2006 — 2007
Economics, Finance, History
Jonathan Rubinfeld's Harvey & Company LLC Experience May 2006 - August 2006
Job J.D. Candidate, Southwestern Law School
Industry Real Estate
Experience
Private January 2010 - Present
Hilton November 2006 - July 2009
Harvey & Company LLC May 2006 - August 2006
Occidental College August 2004 - May 2006
Morgan Stanley 2003 - 2003
Skills
Strategy, Strategic Planning, Customer Service, Project Management, Analysis, Management, Social Media, Leadership, Social Media Marketing, Microsoft Excel
Education
Southwestern Law School 2011 — 2015
Doctor of Law (JD)
Southwestern University School of Law
Occidental College 2002 — 2006
Private January 2010 - Present
Hilton November 2006 - July 2009
Harvey & Company LLC May 2006 - August 2006
Occidental College August 2004 - May 2006
Morgan Stanley 2003 - 2003
Skills
Strategy, Strategic Planning, Customer Service, Project Management, Analysis, Management, Social Media, Leadership, Social Media Marketing, Microsoft Excel
Education
Southwestern Law School 2011 — 2015
Doctor of Law (JD)
Southwestern University School of Law
Occidental College 2002 — 2006
Kristin Addis's Harvey & Company LLC Experience July 2008 - February 2012
Job CEO at bemytravelmuse.com
Industry Writing and Editing
Experience
Be My Travel Muse September 2012 - Present
Insight Recruiting March 2012 - September 2012
Harvey & Company LLC July 2008 - February 2012
UCSB Annual Fund July 2005 - May 2007
Skills
Conversational Mandarin..., Fundraising, Sales Management, Private Equity, Recruiting, Portfolio Management, Mandarin, Business Development, Strategy, Management, Entrepreneurship, Training, Due Diligence, Mergers, Nonprofits, Mergers & Acquisitions
Education
University of California, Santa Barbara 2004 — 2007
B.A.
National Taiwan Normal University 2007 — 2008
Be My Travel Muse September 2012 - Present
Insight Recruiting March 2012 - September 2012
Harvey & Company LLC July 2008 - February 2012
UCSB Annual Fund July 2005 - May 2007
Skills
Conversational Mandarin..., Fundraising, Sales Management, Private Equity, Recruiting, Portfolio Management, Mandarin, Business Development, Strategy, Management, Entrepreneurship, Training, Due Diligence, Mergers, Nonprofits, Mergers & Acquisitions
Education
University of California, Santa Barbara 2004 — 2007
B.A.
National Taiwan Normal University 2007 — 2008
Jarrid Johnston's Harvey & Company LLC Experience June 2010 - May 2012
Job Senior Associate at Mont Pelerin Capital, LLC
Industry Financial Services
Experience
Mont Pelerin Capital, LLC January 2015 - Present
Mont Pelerin Capital, LLC January 2014 - December 2014
Mont Pelerin Capital, LLC July 2013 - January 2014
Mont Pelerin Capital May 2012 - July 2013
Harvey & Company LLC June 2010 - May 2012
Skills
Private Equity, Financial Modeling, Market Research, Quantitative Research, Financial Analysis, Due Diligence, Mergers & Acquisitions, Portfolio Management, Mutual Funds, Investments, Valuation, Equities, Capital Markets, Acquisitions, Corporate Finance, Finance, Microsoft Excel, PowerPoint, Investment Banking, Bloomberg, Economics, Wealth Management
Education
Brown University
Bachelor of Arts, Business Economics
Mont Pelerin Capital, LLC January 2015 - Present
Mont Pelerin Capital, LLC January 2014 - December 2014
Mont Pelerin Capital, LLC July 2013 - January 2014
Mont Pelerin Capital May 2012 - July 2013
Harvey & Company LLC June 2010 - May 2012
Skills
Private Equity, Financial Modeling, Market Research, Quantitative Research, Financial Analysis, Due Diligence, Mergers & Acquisitions, Portfolio Management, Mutual Funds, Investments, Valuation, Equities, Capital Markets, Acquisitions, Corporate Finance, Finance, Microsoft Excel, PowerPoint, Investment Banking, Bloomberg, Economics, Wealth Management
Education
Brown University
Bachelor of Arts, Business Economics
Shahan Causey's Harvey & Company LLC Experience June 2015 - Present
Job Accounting Manager at Harvey & Company LLC
Industry Investment Management
Experience
Harvey & Company LLC June 2015 - Present
LFPR, LLC August 2012 - June 2015
Lucid Fusion, Inc. February 2011 - June 2015
Mary Kay, Inc. 2003 - 2010
Indymac Bank February 2001 - November 2007
Bankers Trust May 1997 - March 1999
Skills
Accounts Receivable, Accounts Payable, Excel, Account Reconciliation, Analysis, Microsoft Excel, Management, Financial Reporting, Payroll, Customer Service, QuickBooks, Invoicing
Education
California State Polytechnic University-Pomona 1989 — 1994
BS, Accounting
Harvey & Company LLC June 2015 - Present
LFPR, LLC August 2012 - June 2015
Lucid Fusion, Inc. February 2011 - June 2015
Mary Kay, Inc. 2003 - 2010
Indymac Bank February 2001 - November 2007
Bankers Trust May 1997 - March 1999
Skills
Accounts Receivable, Accounts Payable, Excel, Account Reconciliation, Analysis, Microsoft Excel, Management, Financial Reporting, Payroll, Customer Service, QuickBooks, Invoicing
Education
California State Polytechnic University-Pomona 1989 — 1994
BS, Accounting
Doug Gebhardt's Harvey & Company LLC Experience May 2011 - August 2011
Job Associate Vice President Public Finance at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC June 2012 - Present
Harvey & Company LLC May 2011 - August 2011
PlanNet Consulting May 2010 - August 2010
Skills
Public Finance, Public Financial..., PowerPoint, Microsoft Excel, Financial Modeling, Investment Banking
Education
Amherst College 2008 — 2012
Bachelor of the Arts, Economics
Davenport & Company LLC June 2012 - Present
Harvey & Company LLC May 2011 - August 2011
PlanNet Consulting May 2010 - August 2010
Skills
Public Finance, Public Financial..., PowerPoint, Microsoft Excel, Financial Modeling, Investment Banking
Education
Amherst College 2008 — 2012
Bachelor of the Arts, Economics
Carl A. Waniek's Harvey & Company LLC Experience February 2011 - May 2011
Job Business Consultant at XeroxAOT
Industry Consumer Goods
Experience
Xerox-AOT October 2013 - July 2015
GuysGoneGolfing.com May 2012 - May 2015
Creative Innovations LLC October 2009 - October 2012
Harvey & Company LLC February 2011 - May 2011
Skills
Strategic Planning, Leadership, Communicator, Automation, Brand Development, Management, WordPress, Social Media, Business Development, PowerPoint, Advertising, Strategy, Microsoft Office, Microsoft Word, Strategic Negotiations
Education
Chapman University
Bachelor of Science (B.S.), Computer and Information Systems Security/Information Assurance
Corona Del Mar High School 2004 — 2008
High School, GED, Good
Xerox-AOT October 2013 - July 2015
GuysGoneGolfing.com May 2012 - May 2015
Creative Innovations LLC October 2009 - October 2012
Harvey & Company LLC February 2011 - May 2011
Skills
Strategic Planning, Leadership, Communicator, Automation, Brand Development, Management, WordPress, Social Media, Business Development, PowerPoint, Advertising, Strategy, Microsoft Office, Microsoft Word, Strategic Negotiations
Education
Chapman University
Bachelor of Science (B.S.), Computer and Information Systems Security/Information Assurance
Corona Del Mar High School 2004 — 2008
High School, GED, Good
Alex Schafnitz's Harvey & Company LLC Experience June 2011 - August 2011
Job Vice President at Signature Insurance Group, LLC
Industry Insurance
Experience
Signature Insurance Group, LLC September 2015 - Present
Signature Insurance Group, LLC May 2012 - Present
Harvey & Company LLC June 2011 - August 2011
Signature Insurance Group LLC June 2010 - August 2010
TCG Systems May 2009 - August 2009
Skills
Sports Management, PowerPoint, Sports Marketing, Microsoft Excel, Research, Sports, Microsoft Office, Microsoft Word, Social Media, Facebook, Marketing Communications, Business Strategy, Marketing, Sales, Team Leadership, Social Media Marketing, Online Marketing, Public Speaking, Marketing Strategy, Time Management, Strategic Planning, Market Research, New Business Development, Property & Casualty..., Access, Social Networking, Insurance, Advertising, Leadership, Public Relations, Teamwork, Customer Service, Sales Management, Salesforce.com, Health Insurance, Business Planning, Account Management
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Signature Insurance Group, LLC September 2015 - Present
Signature Insurance Group, LLC May 2012 - Present
Harvey & Company LLC June 2011 - August 2011
Signature Insurance Group LLC June 2010 - August 2010
TCG Systems May 2009 - August 2009
Skills
Sports Management, PowerPoint, Sports Marketing, Microsoft Excel, Research, Sports, Microsoft Office, Microsoft Word, Social Media, Facebook, Marketing Communications, Business Strategy, Marketing, Sales, Team Leadership, Social Media Marketing, Online Marketing, Public Speaking, Marketing Strategy, Time Management, Strategic Planning, Market Research, New Business Development, Property & Casualty..., Access, Social Networking, Insurance, Advertising, Leadership, Public Relations, Teamwork, Customer Service, Sales Management, Salesforce.com, Health Insurance, Business Planning, Account Management
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Richard Paek's Harvey & Company LLC Experience April 2011 - August 2013
Job MBA Candidate, USC Marshall School of Business
Industry Investment Banking
Experience
Macquarie Group June 2015 - August 2015
Harvey & Company LLC April 2011 - August 2013
Harvey & Company LLC September 2010 - March 2011
Harvey & Company LLC July 2010 - August 2010
Flag Tree Capital May 2009 - December 2009
Mainsail Partners 2008 - 2009
Skills
LBO, Private Equity, Process Improvement, Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Development, Venture Capital, M&A experience, Capital IQ, Finance, Investment Banking, Investments, Financial Analysis
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (MBA)
University of California, Berkeley 2005 — 2009
BA, Economics
Macquarie Group June 2015 - August 2015
Harvey & Company LLC April 2011 - August 2013
Harvey & Company LLC September 2010 - March 2011
Harvey & Company LLC July 2010 - August 2010
Flag Tree Capital May 2009 - December 2009
Mainsail Partners 2008 - 2009
Skills
LBO, Private Equity, Process Improvement, Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Development, Venture Capital, M&A experience, Capital IQ, Finance, Investment Banking, Investments, Financial Analysis
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (MBA)
University of California, Berkeley 2005 — 2009
BA, Economics
Attul Gandotra's Harvey & Company LLC Experience June 2010 - December 2012
Job Construction Claims Law Group
Industry Law Practice
Experience
Construction Claims Law Group June 2014 - Present
Dairy Queen January 2003 - July 2014
Orange County Superior Court June 2012 - December 2012
Harvey & Company LLC June 2010 - December 2012
Skills
Operations Management, Customer Service, Legal Writing, Legal Research, Mediation, Financial Analysis, Mergers & Acquisitions, Inventory Management, Team Leadership, Leadership Development, Leadership, Cross-functional Team..., Entrepreneurship, LexisNexis, Westlaw, Public Speaking, PowerPoint, Negotiation, Microsoft Office, Litigation
Education
Whittier Law School 2012 — 2015
Doctor of Law (JD)
University of La Verne 2010 — 2011
Master of Business Administration (M.B.A.), Accounting and Finance
California State University-Long Beach 2006 — 2008
Bachelor's degree, Political Science and Government
Construction Claims Law Group June 2014 - Present
Dairy Queen January 2003 - July 2014
Orange County Superior Court June 2012 - December 2012
Harvey & Company LLC June 2010 - December 2012
Skills
Operations Management, Customer Service, Legal Writing, Legal Research, Mediation, Financial Analysis, Mergers & Acquisitions, Inventory Management, Team Leadership, Leadership Development, Leadership, Cross-functional Team..., Entrepreneurship, LexisNexis, Westlaw, Public Speaking, PowerPoint, Negotiation, Microsoft Office, Litigation
Education
Whittier Law School 2012 — 2015
Doctor of Law (JD)
University of La Verne 2010 — 2011
Master of Business Administration (M.B.A.), Accounting and Finance
California State University-Long Beach 2006 — 2008
Bachelor's degree, Political Science and Government
Neerav Desai's Harvey & Company LLC Experience June 2007 - March 2008
Job Consultant at Deloitte
Industry Financial Services
Experience
Deloitte December 2014 - Present
Barclays September 2012 - June 2014
Union Bank March 2011 - August 2012
State Street March 2008 - March 2011
Harvey & Company LLC June 2007 - March 2008
Skills
Bloomberg, Financial Services, CRM, Fixed Income, Derivatives, Trading, Securities, Investment Banking, Asset Management, Middle Office, Analysis, Back Office, Credit, Settlement, Relationship Management, Treasury, Account Reconciliation, Loans, Management, Asset Allocation, Business Process, Banking, Portfolio Management, Business Development, Sales, Investment Management
Education
UC Irvine 2004 — 2007
Bachelor of Arts, Business Economics
University of California, Irvine
Bachelors of Arts Business Economics
Deloitte December 2014 - Present
Barclays September 2012 - June 2014
Union Bank March 2011 - August 2012
State Street March 2008 - March 2011
Harvey & Company LLC June 2007 - March 2008
Skills
Bloomberg, Financial Services, CRM, Fixed Income, Derivatives, Trading, Securities, Investment Banking, Asset Management, Middle Office, Analysis, Back Office, Credit, Settlement, Relationship Management, Treasury, Account Reconciliation, Loans, Management, Asset Allocation, Business Process, Banking, Portfolio Management, Business Development, Sales, Investment Management
Education
UC Irvine 2004 — 2007
Bachelor of Arts, Business Economics
University of California, Irvine
Bachelors of Arts Business Economics
Penphob Andrea Boonyarungsrit's Harvey & Company LLC Experience February 2014 - May 2014
Job Analyst at Hay Group
Industry Management Consulting
Experience
Hay Group October 2014 - Present
Harvey & Company LLC February 2014 - May 2014
Hay Group June 2013 - August 2013
C&D Zodiac June 2012 - July 2012
K.E. Land Co., Ltd. July 2011 - August 2011
Design Source Co., Ltd. June 2010 - August 2010
Ruamrudee International School August 2008 - December 2008
Skills
Leadership, Event Planning, Research, Microsoft Excel, Social Networking, Teamwork, Data Analysis, Microsoft Office, Qualitative Research, SPSS, Market Research, Marketing, Photoshop
Education
Chapman University 2010 — 2014
BA, Psychology, Economics, Honors, CGPA 3.74
Ruamrudee International School 1998 — 2010
High School Diploma and International Baccalaureate (IB) Certificate program
Hay Group October 2014 - Present
Harvey & Company LLC February 2014 - May 2014
Hay Group June 2013 - August 2013
C&D Zodiac June 2012 - July 2012
K.E. Land Co., Ltd. July 2011 - August 2011
Design Source Co., Ltd. June 2010 - August 2010
Ruamrudee International School August 2008 - December 2008
Skills
Leadership, Event Planning, Research, Microsoft Excel, Social Networking, Teamwork, Data Analysis, Microsoft Office, Qualitative Research, SPSS, Market Research, Marketing, Photoshop
Education
Chapman University 2010 — 2014
BA, Psychology, Economics, Honors, CGPA 3.74
Ruamrudee International School 1998 — 2010
High School Diploma and International Baccalaureate (IB) Certificate program
Howard Ahn's Harvey & Company LLC Experience May 2010 - August 2010
Job Global Business Analyst at Uber
Industry Internet
Experience
Uber August 2014 - Present
Merrill Lynch July 2013 - August 2014
Merrill Lynch June 2012 - August 2012
GP Bullhound May 2011 - August 2011
Stratagem Partnering March 2011 - May 2011
Harvey & Company LLC May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Public Speaking, English, Accounting, Leadership, Time Management, Windows, Team Leadership
Education
University of California, Berkeley 2010 — 2012
B.A., Economics
Uber August 2014 - Present
Merrill Lynch July 2013 - August 2014
Merrill Lynch June 2012 - August 2012
GP Bullhound May 2011 - August 2011
Stratagem Partnering March 2011 - May 2011
Harvey & Company LLC May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Public Speaking, English, Accounting, Leadership, Time Management, Windows, Team Leadership
Education
University of California, Berkeley 2010 — 2012
B.A., Economics
Austin Hardy's Harvey & Company LLC Experience 2011 - 2012
Job Acquisitions
Industry Real Estate
Experience
VPIM Corp 2015 - Present
Nationwide Capital Group 2012 - 2015
Harvey & Company LLC 2011 - 2012
Clear Capital, LLC 2010 - 2011
Skills
Due Diligence, Financial Analysis, Financial Modeling, Sales, Event Planning, Mergers & Acquisitions, Leadership, Acquisitions, Analysis, Market Research, Microsoft Excel, PowerPoint, Customer Service, Strategy
Education
Concordia University Irvine 2008 — 2012
Bachelor of Arts (B.A.), Finance; Marketing
VPIM Corp 2015 - Present
Nationwide Capital Group 2012 - 2015
Harvey & Company LLC 2011 - 2012
Clear Capital, LLC 2010 - 2011
Skills
Due Diligence, Financial Analysis, Financial Modeling, Sales, Event Planning, Mergers & Acquisitions, Leadership, Acquisitions, Analysis, Market Research, Microsoft Excel, PowerPoint, Customer Service, Strategy
Education
Concordia University Irvine 2008 — 2012
Bachelor of Arts (B.A.), Finance; Marketing
Cindy Yan's Harvey & Company LLC Experience January 2014 - March 2014
Job SEO Analyst at Onestop Internet
Industry Marketing and Advertising
Experience
Onestop Internet October 2014 - Present
Profound Logic Software Inc. June 2014 - October 2014
Harvey & Company LLC January 2014 - March 2014
Agiliance June 2013 - March 2014
Institute of International Education September 2012 - December 2012
Nordstrom June 2012 - September 2012
UC Irvine September 2011 - June 2012
UC Irvine September 2010 - June 2011
Skills
Prezi, Microsoft Excel, PowerPoint, Social Media Marketing, Microsoft Word, Program Management, Public Speaking, Google Analytics, Google Webmaster Tools, Screaming Frog, Brightedge, JIRA
Education
University of California, Irvine
Bachelor of Arts (B.A.)
Yonsei University
Education Abroad Program
Semester at Sea sponsored by University of Virginia
General Assembly
Front-End Web Development
Onestop Internet October 2014 - Present
Profound Logic Software Inc. June 2014 - October 2014
Harvey & Company LLC January 2014 - March 2014
Agiliance June 2013 - March 2014
Institute of International Education September 2012 - December 2012
Nordstrom June 2012 - September 2012
UC Irvine September 2011 - June 2012
UC Irvine September 2010 - June 2011
Skills
Prezi, Microsoft Excel, PowerPoint, Social Media Marketing, Microsoft Word, Program Management, Public Speaking, Google Analytics, Google Webmaster Tools, Screaming Frog, Brightedge, JIRA
Education
University of California, Irvine
Bachelor of Arts (B.A.)
Yonsei University
Education Abroad Program
Semester at Sea sponsored by University of Virginia
General Assembly
Front-End Web Development
Mooniette Kim's Harvey & Company LLC Experience May 2010 - July 2010
Job Regional Partner Manager, North America (East) at Optimizely
Industry Internet
Experience
Optimizely August 2014 - November 2014
Optimizely December 2013 - July 2014
Ernst & Young January 2013 - November 2013
Capco October 2012 - January 2013
Capco October 2011 - September 2012
Harvey & Company LLC May 2010 - July 2010
Merrill Lynch June 2009 - August 2009
Skills
Financial Services, Management Consulting, Capital Markets, Business Analysis, Financial Modeling, Finance, Banking, Mergers & Acquisitions, Investment Banking, Due Diligence, Valuation, Corporate Finance, Financial Analysis, Financial Advisory, Strategy, Risk Management, Business Process..., A/B testing, Business Development, Client Relations, Entrepreneurship, Management
Education
University of Southern California - Marshall School of Business
B.S., Business Administration
The Hong Kong University of Science and Technology
B.S., Business & Management
International Community School 2001 — 2007
Junior and High School
Optimizely August 2014 - November 2014
Optimizely December 2013 - July 2014
Ernst & Young January 2013 - November 2013
Capco October 2012 - January 2013
Capco October 2011 - September 2012
Harvey & Company LLC May 2010 - July 2010
Merrill Lynch June 2009 - August 2009
Skills
Financial Services, Management Consulting, Capital Markets, Business Analysis, Financial Modeling, Finance, Banking, Mergers & Acquisitions, Investment Banking, Due Diligence, Valuation, Corporate Finance, Financial Analysis, Financial Advisory, Strategy, Risk Management, Business Process..., A/B testing, Business Development, Client Relations, Entrepreneurship, Management
Education
University of Southern California - Marshall School of Business
B.S., Business Administration
The Hong Kong University of Science and Technology
B.S., Business & Management
International Community School 2001 — 2007
Junior and High School
Tommy Luu's Harvey & Company LLC Experience August 2011 - November 2011
Job Live Nation Consultant
Industry Venture Capital & Private Equity
Experience
Live Nation 2014 - 2015
Fox Filmed Entertainment October 2013 - July 2014
Raytheon Company January 2012 - September 2013
LBS Financial Credit Union September 2010 - January 2012
Harvey & Company LLC August 2011 - November 2011
JP Morgan Chase November 2008 - June 2009
Skills
Microsoft Office, Financial Modeling, Microsoft Excel, Financial Analysis, Capital IQ, Valuation, Bloomberg Terminal, Corporate Finance, Microsoft Word, Bloomberg, PowerPoint, Investments, Portfolio Management, Investment Banking, Finance, Private Equity, Mergers, Thompson One, Due Diligence, Customer Service, Mergers & Acquisitions, Financial Reporting
Education
California State University-Long Beach - College of Business Administration 2006 — 2011
BS, Finance
Live Nation 2014 - 2015
Fox Filmed Entertainment October 2013 - July 2014
Raytheon Company January 2012 - September 2013
LBS Financial Credit Union September 2010 - January 2012
Harvey & Company LLC August 2011 - November 2011
JP Morgan Chase November 2008 - June 2009
Skills
Microsoft Office, Financial Modeling, Microsoft Excel, Financial Analysis, Capital IQ, Valuation, Bloomberg Terminal, Corporate Finance, Microsoft Word, Bloomberg, PowerPoint, Investments, Portfolio Management, Investment Banking, Finance, Private Equity, Mergers, Thompson One, Due Diligence, Customer Service, Mergers & Acquisitions, Financial Reporting
Education
California State University-Long Beach - College of Business Administration 2006 — 2011
BS, Finance
Daniel Markham's Harvey & Company LLC Experience January 2013 - July 2015
Job MBA Candidate at UCLA Anderson School of Management
Industry Management Consulting
Experience
Harvey & Company LLC January 2013 - July 2015
Thales Avionics June 2010 - September 2012
U.S. House of Representatives January 2012 - May 2012
Skills
Microsoft Office, Team Leadership, Data Analysis, Strategic Planning, Social Media, Buyouts, Marketing, Strategy, Market Research, Financial Analysis, Team Management, Social Networking, Microsoft Excel, PowerPoint, Social Media Marketing, Product Lifecycle..., Sales, Entrepreneurship, Customer Service, Aerospace, Microsoft Word, Time Management, Private Equity, Avionics, Systems Engineering
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (MBA)
Georgetown University 2012 — 2012
Public Policy Analysis
Chapman University, The George L. Argyros School of Business and Economics 2009 — 2012
Bachelor of Science (B.S.), Finance, General
Harvey & Company LLC January 2013 - July 2015
Thales Avionics June 2010 - September 2012
U.S. House of Representatives January 2012 - May 2012
Skills
Microsoft Office, Team Leadership, Data Analysis, Strategic Planning, Social Media, Buyouts, Marketing, Strategy, Market Research, Financial Analysis, Team Management, Social Networking, Microsoft Excel, PowerPoint, Social Media Marketing, Product Lifecycle..., Sales, Entrepreneurship, Customer Service, Aerospace, Microsoft Word, Time Management, Private Equity, Avionics, Systems Engineering
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (MBA)
Georgetown University 2012 — 2012
Public Policy Analysis
Chapman University, The George L. Argyros School of Business and Economics 2009 — 2012
Bachelor of Science (B.S.), Finance, General
Roswald James Dionicio's Harvey & Company LLC Experience September 2011 - December 2011
Job
Industry Accounting
Experience
ExED August 2014 - Present
Bay City Television July 2013 - August 2014
The Saywitz Company June 2012 - May 2013
Harvey & Company LLC September 2011 - December 2011
Skills
Microsoft Excel, Pivot Tables, Data Validiation, VBA, Accounting, Budgets, Fixed Asset Management
Education
California State Polytechnic University-Pomona 2008 — 2012
BS
ExED August 2014 - Present
Bay City Television July 2013 - August 2014
The Saywitz Company June 2012 - May 2013
Harvey & Company LLC September 2011 - December 2011
Skills
Microsoft Excel, Pivot Tables, Data Validiation, VBA, Accounting, Budgets, Fixed Asset Management
Education
California State Polytechnic University-Pomona 2008 — 2012
BS
Erich Garcia's Harvey & Company LLC Experience December 2010 - March 2012
Job
Industry Venture Capital & Private Equity
Experience
Harvey & Company April 2012 - Present
Harvey & Company LLC December 2010 - March 2012
Bainbridge Capital October 2008 - December 2010
Skills
Private Equity, Financial Modeling, Investments, Finance, Deal Sourcing, Financial Analysis, Mergers & Acquisitions, Portfolio Management, Corporate Development, Business Strategy, Valuation, LBO, Marketing
Education
California State University-Long Beach
B.S., Finance
Harvey & Company April 2012 - Present
Harvey & Company LLC December 2010 - March 2012
Bainbridge Capital October 2008 - December 2010
Skills
Private Equity, Financial Modeling, Investments, Finance, Deal Sourcing, Financial Analysis, Mergers & Acquisitions, Portfolio Management, Corporate Development, Business Strategy, Valuation, LBO, Marketing
Education
California State University-Long Beach
B.S., Finance
Ramiro Contreras's Harvey & Company LLC Experience 2010 - 2010
Job Exploring New Opportunities
Industry Biotechnology
Experience
Endonovo Therapeutics, Inc. October 2012 - October 2014
Mid-Market Securities, LLC October 2011 - November 2012
Mid-Market Securities, LLC July 2011 - October 2011
B. Riley & Co. August 2010 - February 2011
Harvey & Company LLC 2010 - 2010
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Venture Capital, Excel, Valuation, PowerPoint, Investment Banking, Mergers, Mergers & Acquisitions, Strategic Partnerships, Strategy, Start-ups, Entrepreneurship, Corporate Development, Management, Business Development, Competitive Analysis, Business Planning, Business Strategy, Investments, Portfolio Management, Private Equity, Equities, Joint Ventures, Licensing, Microsoft Excel
Education
University of California, Irvine
B.A., Business Economics
Endonovo Therapeutics, Inc. October 2012 - October 2014
Mid-Market Securities, LLC October 2011 - November 2012
Mid-Market Securities, LLC July 2011 - October 2011
B. Riley & Co. August 2010 - February 2011
Harvey & Company LLC 2010 - 2010
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Venture Capital, Excel, Valuation, PowerPoint, Investment Banking, Mergers, Mergers & Acquisitions, Strategic Partnerships, Strategy, Start-ups, Entrepreneurship, Corporate Development, Management, Business Development, Competitive Analysis, Business Planning, Business Strategy, Investments, Portfolio Management, Private Equity, Equities, Joint Ventures, Licensing, Microsoft Excel
Education
University of California, Irvine
B.A., Business Economics
Junjie (Jack) Huang's Harvey & Company LLC Experience August 2009 - November 2009
Job Student at University of Southern California
Industry International Trade and Development
Experience
Kingbright Corporation February 2011 - August 2011
GuangYing Industrial Co. Ltd June 2010 - November 2010
Harvey & Company LLC August 2009 - November 2009
Viable Ventures International May 2009 - July 2009
Skills
Excel, Statistics, Market Research, International Business, Data Analysis, Economics, HTML, Marketing Research, Econometrics, Microeconomics, Macroeconomics, Economic Policy, Econometric Modeling, Research, Microsoft Office, Business Communications
Education
University of Southern California 2011 — 2013
Master of Arts, Economics
University of California, Irvine
Bachelor of Arts, Business Economic
Kingbright Corporation February 2011 - August 2011
GuangYing Industrial Co. Ltd June 2010 - November 2010
Harvey & Company LLC August 2009 - November 2009
Viable Ventures International May 2009 - July 2009
Skills
Excel, Statistics, Market Research, International Business, Data Analysis, Economics, HTML, Marketing Research, Econometrics, Microeconomics, Macroeconomics, Economic Policy, Econometric Modeling, Research, Microsoft Office, Business Communications
Education
University of Southern California 2011 — 2013
Master of Arts, Economics
University of California, Irvine
Bachelor of Arts, Business Economic
Jeffrey Bemowski's Harvey & Company LLC Experience May 2008 - August 2008
Job Experienced Associate at PwC Consulting
Industry Financial Services
Experience
PwC Consulting September 2012 - Present
Public Financial Management July 2010 - 2012
CMC Office of Development January 2007 - May 2009
Harvey & Company LLC May 2008 - August 2008
Caijing Magazine September 2007 - December 2007
Spencer Stuart May 2007 - August 2007
Skills
Investments, Finance, Project Finance, Bonds, Fundraising, Financial Modeling, Valuation, Structured Finance, Bloomberg, Financial Advisory, Economics, Financial Analysis, Management, Fixed Income
Education
Claremont McKenna College 2009 — 2010
Master's Program in Finance, Finance
Claremont McKenna College 2005 — 2009
Bachelor of Arts, Economics
Singapore American School (High School)
PwC Consulting September 2012 - Present
Public Financial Management July 2010 - 2012
CMC Office of Development January 2007 - May 2009
Harvey & Company LLC May 2008 - August 2008
Caijing Magazine September 2007 - December 2007
Spencer Stuart May 2007 - August 2007
Skills
Investments, Finance, Project Finance, Bonds, Fundraising, Financial Modeling, Valuation, Structured Finance, Bloomberg, Financial Advisory, Economics, Financial Analysis, Management, Fixed Income
Education
Claremont McKenna College 2009 — 2010
Master's Program in Finance, Finance
Claremont McKenna College 2005 — 2009
Bachelor of Arts, Economics
Singapore American School (High School)
Amanda Neitzel's Harvey & Company LLC Experience February 2012 - November 2012
Job Buyer at Space Exploration Technologies
Industry Events Services
Experience
Space Exploration Technologies December 2012 - Present
Harvey & Company LLC February 2012 - November 2012
Education
California State University-Long Beach 2008 — 2012
Bachelor of Arts (B.A.), Consumer Affairs
Space Exploration Technologies December 2012 - Present
Harvey & Company LLC February 2012 - November 2012
Education
California State University-Long Beach 2008 — 2012
Bachelor of Arts (B.A.), Consumer Affairs
Alec Fong's Harvey & Company LLC Experience June 2012 - August 2012
Job Product Specialist at Cornerstone OnDemand, leader of talent management cloud software solutions
Industry Information Technology and Services
Experience
Cornerstone OnDemand September 2013 - Present
Boston University September 2010 - May 2013
Harvey & Company LLC June 2012 - August 2012
Móvil Tech May 2011 - July 2011
Boston Earned Income Tax Coalition January 2011 - April 2011
Bravo Sports May 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, Spanish-speaking, Accounting, Spanish, Event Planning, PowerPoint, Microsoft Word, Finance, Access, Customer Service, Social Media, Public Speaking, Data Analysis
Education
Boston University - School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Concentration in Finance
Universidad Autonoma de Madrid 2012 — 2012
Study Abroad: Business Management Internship Program, Business Administration
Cornerstone OnDemand September 2013 - Present
Boston University September 2010 - May 2013
Harvey & Company LLC June 2012 - August 2012
Móvil Tech May 2011 - July 2011
Boston Earned Income Tax Coalition January 2011 - April 2011
Bravo Sports May 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, Spanish-speaking, Accounting, Spanish, Event Planning, PowerPoint, Microsoft Word, Finance, Access, Customer Service, Social Media, Public Speaking, Data Analysis
Education
Boston University - School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Concentration in Finance
Universidad Autonoma de Madrid 2012 — 2012
Study Abroad: Business Management Internship Program, Business Administration
Abraham Perez's Harvey & Company LLC Experience June 2013 - September 2013
Job Financial Analyst at UBS Wealth Management
Industry Venture Capital & Private Equity
Experience
UBS Wealth Management March 2013 - Present
Undergraduate Finance Association January 2013 - June 2014
Harvey & Company LLC June 2013 - September 2013
Phi Delta Theta Fraternity March 2012 - June 2013
UC Irvine October 2012 - March 2013
Applebees International February 2010 - June 2011
Skills
Facebook, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Team Leadership, PowerPoint, Financial Analysis, Investments, Financial Modeling, Economics, Marketing
Education
University of California, Irvine 2011 — 2016
Bachelor of Arts (BA), Business Economics/ Political Science
UBS Wealth Management March 2013 - Present
Undergraduate Finance Association January 2013 - June 2014
Harvey & Company LLC June 2013 - September 2013
Phi Delta Theta Fraternity March 2012 - June 2013
UC Irvine October 2012 - March 2013
Applebees International February 2010 - June 2011
Skills
Facebook, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Team Leadership, PowerPoint, Financial Analysis, Investments, Financial Modeling, Economics, Marketing
Education
University of California, Irvine 2011 — 2016
Bachelor of Arts (BA), Business Economics/ Political Science
Balkaran Gill's Harvey & Company LLC Experience October 2013 - December 2013
Job Equity Research Intern at Roth Capital Partners
Industry
Experience
Roth Capital Partners January 2014 - April 2014
Harvey & Company LLC October 2013 - December 2013
Des Pardes Travel September 2008 - June 2011
Skills
Python, Java, Managerial Finance, Microsoft Excel, Research, PowerPoint, Prezi, Strategy, Capital IQ, Financial Modeling, Valuation, Analysis, Finance
Education
University of California, Irvine 2011 — 2015
Bachelor of Science (BS), Business Information Management
Roth Capital Partners January 2014 - April 2014
Harvey & Company LLC October 2013 - December 2013
Des Pardes Travel September 2008 - June 2011
Skills
Python, Java, Managerial Finance, Microsoft Excel, Research, PowerPoint, Prezi, Strategy, Capital IQ, Financial Modeling, Valuation, Analysis, Finance
Education
University of California, Irvine 2011 — 2015
Bachelor of Science (BS), Business Information Management
William Hague's Harvey & Company LLC Experience August 2015 - Present
Job Research Internship Buy side Advising / Mergers & Acquisitions / Private Equity
Industry Investment Banking
Experience
Harvey & Company LLC August 2015 - Present
Magnum Hospitality - Cafe Sante May 2012 - August 2014
Education
Michigan State University 2013 — 2016
Bachelor of Science (B.S.), Economics - Specialization in Environmental Economics
Lawrence Technological University 2012 — 2013
Undergraduate Studies
Harvey & Company LLC August 2015 - Present
Magnum Hospitality - Cafe Sante May 2012 - August 2014
Education
Michigan State University 2013 — 2016
Bachelor of Science (B.S.), Economics - Specialization in Environmental Economics
Lawrence Technological University 2012 — 2013
Undergraduate Studies