Harvey & Company LLC
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Harvey & Company LLC Employees
NCAA Division I Student Athlete September 2009 - May 2014
Deloitte & Touche, LLP June 2013 - August 2013
City of Newport Beach July 2011 - August 2011
Harvey & Company, LLC July 2011 - August 2011
Oregon State Athletics June 2011 - August 2011
Education
University of California, Berkeley 2011 — 2014
Bachelor of Science (B.S.), Haas School of Business
Oregon State University 2009 — 2011
Marketing
XPO Logistics, Inc. February 2013 - Present
Harvey & Company LLC May 2012 - February 2013
Skills
Management, Strategy
Education
University of Michigan 2007 — 2012
Bachelor of Science (BS), Biology, General
Texas Instruments July 2015 - Present
Texas Instruments July 2014 - July 2015
Johnson & Johnson November 2013 - May 2014
Undergraduate Finance Association September 2013 - May 2014
Johnson & Johnson December 2012 - November 2013
UC Irvine Student Fee Advisory Committee September 2012 - June 2013
Undergraduate Finance Association April 2012 - June 2013
Eureka Capital, LLC April 2012 - December 2012
Harvey & Company LLC January 2012 - April 2012
Undergraduate Finance Association September 2011 - April 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, SOX Compliancy, Team Leadership, Microsoft Office, Data Analysis, Finance, Mergers & Acquisitions, Research, Strategic Planning, Market Research, Valuation, Strategy, Leadership, Sarbanes-Oxley Act
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2014
Bachelor of Arts (B.A.), Business Administration
Northgate High School 2006 — 2010
FocalPoint Partners, LLC May 2015 - Present
Commera Capital, LLC March 2015 - June 2015
Harvey & Company LLC October 2014 - February 2015
Trucksome Inc. March 2013 - May 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Accounting, Investment Banking, DCF Valuation, Financial Modeling, Market Research, Precedent Transactions, Mergers & Acquisitions, Comparable Analysis, LBO, Corporate Finance, Financial Statement..., Editing, Financial Analysis, Data Analysis, Finance, Proofreading, Creative Writing, Valuation, Investments
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics, minor Accounting
SolarCity August 2015 - Present
Harvey & Company LLC March 2014 - June 2015
Eureka Capital Partners Llc October 2014 - January 2015
Keller Williams Realty, Inc. December 2012 - February 2013
MassMutual Financial Group September 2012 - February 2013
Skills
Microsoft Excel, Research, Financial Modeling, Microsoft Office, Social Media, Written & Oral..., Analytical Skills, Mergers & Acquisitions, Leadership, Microsoft Office 2007, PowerPoint development, Communication Skills, Bilingual-Chinese, Microsoft Word, PowerPoint, Accounting, Communication
Education
UC Irvine 2011 — 2015
Bachelor’s Degree, Economics, International Relations
AXA Advisors June 2014 - September 2014
UCI Interfraternity Council January 2013 - January 2014
Iranian Student Union at UC Irvine July 2012 - June 2013
Harvey & Company LLC April 2012 - June 2012
Consumer's Law Group June 2011 - August 2011
Skills
Customer Service, Event Planning, Club Development, Persian, French, News Writing, Market Research, Project Planning, Public Speaking, Legal Writing, Adobe Creative Suite, Contract Negotiation, Call Processing, Data Analysis, Marketing, Entrepreneurship, Social Networking, Social Media Marketing
Education
University of California, Irvine 2010 — 2015
Bachelor of Arts (B.A.), Business Economics
University of California, Irvine 2010 — 2015
Bachelor of Arts (B.A.), French
MUFG Americas May 2015 - August 2015
Black Legend Capital June 2014 - October 2014
Harvey & Company LLC February 2014 - May 2014
Morgan Stanley July 2013 - January 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, Customer Service, Investments, Economics, Public Speaking, Leadership, Strategic Planning, Strategic Leadership
Education
University of Southern California
Bachelor of Business Administration (B.B.A.), Finance, General
La Quinta High School
Quinn Company July 2014 - Present
Harvey & Company LLC May 2014 - July 2014
University of Phoenix November 2006 - April 2014
Northrop Grumman Corporation January 2004 - October 2006
Whitmont Legal Technologies May 2000 - December 2003
Skills
Recruiting, Talent Acquisition, Career Counseling, College Recruiting, Career Development, Staff Development, Training, Leadership, Interviews, Admissions, Resume Writing, Leadership Development, CRM, Adult Education, Analysis, Hiring, Coaching, E-Learning, Distance Learning, Student Affairs, Budgets, Public Speaking, Sourcing, Organizational..., Employee Training, Sales Operations, Instructional Design, Retaining Customers, Sales, Program Development, Talent Management, Conflict Resolution, Job Fairs, Student Recruiting, Enrollment Management, Organizational..., Community Outreach, Customer Retention
Education
Western International University 2014 — 2015
Master's degree, Business Administration and Management
University of Phoenix 2004 — 2012
Bachelor's degree, Management
Nike February 2015 - Present
UC Irvine September 2013 - Present
UC Irvine February 2013 - Present
Harvey & Company LLC February 2014 - January 2015
Transamerica Financial Solutions August 2013 - February 2014
UC Irvine September 2012 - February 2013
Handel's Homemade Ice-Cream & Yogurt August 2010 - August 2012
Skills
Microsoft Word, Customer Service, Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Research, Photoshop, Teamwork, Public Speaking, Facebook, Time Management, Marketing, Leadership, Access
Education
South Torrance High School 2008 — 2012
High School
University of California, Irvine 2012 — 2016
Bachelor of Arts (B.A.), Business/Managerial Economics
Western Business Advisors 2011 - Present
Dixie State University - Udvar-Hazy School of Business February 2015 - Present
BoomStartup - Startup Accelerator February 2015 - Present
Chapman University - School of Business - Launch Labs - 2014 Businessweek Top 60 Business School 2011 - Present
eTools - Myprint 2008 - 2011
Los Angeles Chemical Company 2003 - 2007
eTools - Myprint Corporation 2002 - 2006
Harvey & Company, LLC 1998 - 2001
Tenet Healthcare 1993 - 1998
CitiCorp - The Geneva Companies 1987 - 1993
Skills
Strategy, Leadership, Start-ups, Marketing Strategy, Mergers & Acquisitions, Entrepreneurship, Marketing, Business Development, Management, Training, Business Process..., Executive Management, Business Transformation, Leadership Development, Mergers, Team Building, Operations Management, Sales, CRM, Business Services, Change Management, Market Research, Manufacturing, Key Account Management, P&L Management, Budgets, Program Management, CEO, COO, President, Lean Startup Method, Startup Mentor, Higher Education, Business Model Canvas, Online Education, Middle Market Business, Startup Funding, Private Equity/Venture..., P&L Leadership, Increasing Enterprise..., Driving Strategic Growth, Strategic Marketing, Marketing/Sales..., Turnarounds/Restructurin..., Leadership Team..., Monetizing Market..., Distribution
Education
UCLA Anderson School of Management
Executive Program
California State University-Long Beach
MBA, Marketing
Moss Adams LLP October 2013 - Present
Quality Systems, Inc March 2013 - June 2013
Quality Systems, Inc April 2012 - March 2013
Panda Restaurant Group December 2011 - December 2012
Harvey & Company LLC October 2010 - March 2011
UNICO Enterprises June 2010 - October 2010
Skills
Customer Service, Leadership, Microsoft Excel, Microsoft Office, Tax, PowerPoint, Account Reconciliation, Finance
Education
University of California, Irvine 2009 — 2013
Bachelor's Degree, Business Administration/Business Economics
Temple City High School 2005 — 2009
Harvey & Company LLC January 2012 - Present
Marcus & Millichap March 2010 - January 2012
Northwestern Mutual May 2009 - August 2009
Skills
Mergers & Acquisitions, Financial Analysis, Investments, Market Research, Economics, Finance, Strategy, Marketing, Portfolio Management, Business Analysis, Acquisitions, Leadership, Microsoft Excel
Education
University of California, Irvine 2008 — 2011
Bachelor of Arts (B.A.), Business/Managerial Economics
Knobbe Martens Olson & Bear LLP October 2014 - Present
Knobbe Martens Olson & Bear LLP February 2014 - October 2014
US Securities and Exchange Commission June 2013 - August 2013
Harvey & Company LLC June 2012 - September 2012
Skills
Investments, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Portfolio Management, Private Equity, Due Diligence, Finance, Asset Management, Strategy, Entrepreneurship, Economics, Market Research, Business Development, Venture Capital
Education
University of California, Riverside 2010 — 2014
BA, Economics
Woodbridge High
Harvey & Company LLC February 2015 - July 2015
Orange Coast Winery February 2015 - July 2015
Narbonne Volley September 2014 - December 2014
Balboa Bay Volleyball Club September 2011 - July 2014
UC Irvine May 2012 - June 2014
Orange Coast College June 2012 - May 2014
Arrowhead High School August 2013 - August 2013
Skills
Sports, Weight Training, Leadership, Training, Psychology, Sports Coaching, Public Speaking, Communication, Writing, Business, Consulting, Management, Sports Nutrition, Athletic Training, Time Management, Coaching, Teamwork, Microsoft Word, Microsoft Office, PowerPoint
Education
University of California, Irvine 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Psychology, 3.29
Agiliance January 2014 - Present
Hertz Local Edition August 2013 - December 2013
Prudential Financial April 2013 - June 2013
UC Irvine-Vietnamese Graduation Committee October 2012 - June 2013
UC Irvine April 2012 - June 2013
Harvey & Company LLC October 2012 - January 2013
Wells Fargo May 2012 - October 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Spanish, Marketing, Sales, Management
Education
University of California, Irvine
Bachelor of Arts (B.A.), Business Economics
P.K Tech System Co.,Ltd July 2014 - Present
Samsung Electronics July 2013 - May 2014
Harvey & Company LLC August 2012 - November 2012
P.K Tech System Co., Ltd January 2012 - March 2012
8th United State Army/ Republic of Korean Army Support Group March 2010 - January 2012
Korea Financial Plan Corporation October 2009 - November 2009
Skills
Mergers & Acquisitions, Logistics, International Sales, Financial Modeling, Valuation, Private Equity, Corporate Finance, Investment Banking, Financial Analysis, Bloomberg, Economics, Investments, Equities, Portfolio Management, Bloomberg Terminal, Capital Markets, Due Diligence, Fixed Income, Business Valuation, Venture Capital, Manufacturing, Manufacturing...
Education
University of California, Irvine 2007 — 2013
Bachelor's degree, Business Economics
Lazard September 2015 - Present
Lazard June 2015 - July 2015
Student Managed Investment Fund (SMIF) January 2014 - September 2014
Harvey & Company LLC March 2014 - June 2014
Skills
Teamwork, PowerPoint, Research, Public Speaking, Team Management, Microsoft Excel, Economics, Leadership, Event Planning, Reliability, Presentations, Microsoft Word, English, Microsoft Office, Mergers, Investments, Equities, Accounting
Education
University of Southern California - Marshall School of Business
Bachelor's Degree, Business Administration, Senior
UC Irvine 2012 — 2016
Bachelor's Degree, Business Administration & Economics, 3.9/4
Collegio Vescovile St. Alessandro, Italy 2007 — 2012
High School Diploma, Scientific Curriculum
ModCloth June 2015 - Present
Disney Parks & Resorts January 2015 - June 2015
Ross Stores, Inc. June 2014 - August 2014
BCBGMAXAZRIAGROUP May 2013 - August 2013
Harvey & Company LLC September 2012 - December 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Time Management, Retail, Leadership, Visual Merchandising
Education
University of Southern California 2012 — 2014
Bachelor's Degree, Business Administration and Management, General
UCI 2010 — 2012
KIND January 2015 - Present
Mosaic Sales Solutions November 2014 - November 2014
Sony Pictures Entertainment October 2013 - May 2014
Red Bull North America May 2013 - October 2013
Red Bull North America November 2011 - May 2013
Abercrombie & Fitch May 2008 - May 2013
Harvey & Company LLC March 2011 - May 2011
Irvine Boulevard Animal Hospital April 2006 - October 2008
Skills
Brand Awareness, Brand Management, Field Marketing, Media Planning, Grassroots Marketing, Advertising Sales, Team Management, Digital Media, Social Media Marketing, Marketing, Media Studies
Education
University of California, Irvine
Bachelor of Arts (BA)
Marcus & Millichap September 2013 - September 2014
E-Z Cash & Quick Cash Service March 2007 - September 2013
Harvey & Company LLC December 2006 - March 2007
UBS Wealth Management June 2006 - September 2006
Walgreens June 2005 - August 2005
Self-Employed - eBay January 2000 - March 2005
Skills
Access, Microsoft Excel, PowerPoint, Bloomberg, Outlook, Capital IQ, Morningstar, Minitab, Data Analysis, Financial Analysis, Financial Modeling, Research, Public Speaking, Business Development, Microsoft Word, Lindo, LexisNexis, Real Estate, Real Estate Investor, Microsoft Office, Marketing, Sales, Program Management, Finance, CRM, Investment Properties
Education
University of Redlands 2008 — 2010
Master of Business Administration (MBA), Finance, 3.78 GPA
University of California, Riverside 2004 — 2006
Bachelor's of Science in Business Administration, Finance
Murrieta Valley High School 1998 — 2001
Dow Jones March 2015 - Present
Steel Peak Wealth Mangement July 2013 - April 2014
Student Managed Investment Fund (SMIF) Team October 2011 - June 2013
UC Irvine September 2010 - June 2013
UBS November 2012 - January 2013
San Francisco Center for Economic Development June 2012 - September 2012
City of Pleasanton June 2008 - July 2011
Harvey & Company LLC March 2011 - May 2011
Skills
Research, Economics, Leadership, Data Analysis, Public Speaking, Blogging, Management, Financial Modeling, PowerPoint, International Relations, Proposal Writing, Financial Analysis, Access, Public Policy, Microsoft Office, Investments, Statistics, Microsoft Excel, Microsoft Word, Teaching, Finance
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts, Business Economics, International Studies
University of Sussex 2011 — 2011
Human Rights
Foothill High School
Autism Spectrum Therapies August 2014 - Present
The Institute for the Redesign of Learning September 2013 - Present
WyzAnt Tutoring 2009 - Present
Harvey & Company LLC April 2013 - June 2013
Jumpstart 2009 - 2012
Skills
Community Outreach, Fundraising, Youth Development, Nonprofits, Volunteer Management, Classroom, Community Organizing, Curriculum Design, Editing, Early Childhood..., Event Planning, Facebook, Grant Writing, Leadership, Management, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Tutoring, Training, Staff Development, Social Networking, Social Media, Research, Public Speaking, Public Relations, Psychology, Program Evaluation, Program Development, Data Entry, Customer Service
Education
University of California, Irvine 2008 — 2012
Bachelor's degree, psychology and social behavior, french, social ecology
Harvey & Company LLC January 2015 - July 2015
Tullett Prebon October 2014 - December 2014
INNOCEAN USA June 2011 - August 2011
Education
University of California, San Diego 2008 — 2015
Management Science, BS(3.37/4.0)
"Passed level II of the CFA Program"
UCSF School of Medicine October 2015 - Present
UCSF School of Medicine March 2014 - September 2015
POPSUGAR May 2013 - January 2014
Maze & Associates April 2011 - May 2013
Volunteer Income Tax Assistance (VITA) January 2010 - April 2011
University of California, Irvine; Enrollment Services June 2008 - June 2010
University of California, Irvine Extension June 2008 - June 2010
Harvey & Company LLC October 2009 - December 2009
Skills
Microsoft Excel, Access, US GAAP, PowerPoint, QuickBooks, Microsoft Word, Microsoft Office, Teamwork, Training, GAAS, Financial Statements, OMB Circular A-133, External Audit, GASB, NetSuite, Adaptive Planning, Financial Analysis, Forecasting, Auditing
Education
University of California, Irvine 2006 — 2010
Bachelor of Arts, Business Economics and Accounting
Google September 2015 - Present
Vantage Homes, LLC. November 2014 - June 2015
Capitol Partners, Inc. June 2014 - September 2014
Harvey & Company LLC April 2013 - June 2013
State Senator Joe Simitian's Office September 2009 - May 2010
Skills
Event Planning, Microsoft Excel, PowerPoint, Research, Management, Social Media, Facebook, Microsoft Office, Microsoft Word, Social Media Marketing, Data Analysis, Teamwork, Public Speaking, Marketing, Budgets, Capital IQ, Data Entry, Hoovers, Sales
Education
University of California, Irvine 2010 — 2015
Bachelor of Arts (B.A.), Business Economics, Political Science
Carlmont High School 2007 — 2010
Pathway Capital Management July 2012 - January 2013
Harvey & Company LLC July 2012 - August 2012
Student Managed Investment Fund at UC Irvine May 2012 - July 2012
AXA Advisors, LLC April 2012 - June 2012
Care West Insurance Risk Management June 2009 - September 2010
Fountain Valley Regional Hospital July 2009 - March 2010
Bridges Club September 2007 - June 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, Teamwork, Windows, English, Mac OS X, Outlook, Adobe Acrobat, Financial Analysis
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Economics
Newport Harbor High School 2006 — 2010
High School Diploma
Culver Capital Group August 2014 - Present
Harvey & Company LLC August 2013 - July 2014
TwinRock Partners March 2012 - July 2012
Skills
Capital IQ, Hoovers, Microsoft Excel, Microsoft Office, Microsoft Word, Corporate Finance, Economics, Research, Valuation, Financial Modeling, Private Equity, Data Analysis
Education
University of California, Irvine 2009 — 2014
Bachelor of Science (BS), Business Economics
EMC July 2012 - June 2015
EMC January 2012 - July 2012
Emulex July 2011 - December 2011
Senior Design Project September 2010 - April 2011
Harvey & Company LLC September 2010 - January 2011
Financial and Economic History Research Symposium May 2010 - January 2011
UCI Learning and Academic Resource Center January 2009 - June 2009
Skills
Java, C++, Python, C, SQL, Windows, Linux, Microsoft Office, Perl, Eclipse, Matlab, Software Development
Education
University of California, Irvine 2007 — 2012
Bachelor of Arts, Quantitative Economics
University of California, Irvine 2007 — 2012
Bachelor of Science, Bachelor of Science, Computer Science and Engineering
Deloitte June 2015 - August 2015
Harvey & Company LLC June 2014 - August 2014
Skyhawks Sports Academy June 2011 - September 2013
Skills
Sports Management, Sports Marketing, Sports, Management, Strategy, Research, Facebook
Education
UCLA 2012 — 2016
Bachelor of Arts (B.A.), Business/Managerial Economics
UCLA
Bachelor of Arts (B.A.), Political Science and Government
California High School 2009 — 2012
BrandJump March 2011 - Present
Harvey & Company LLC March 2011 - July 2011
MarketStar October 2010 - March 2011
AEI September 2009 - December 2009
Skills
Data Analysis, Market Research, Financial Modeling, Economics, Analysis, Competitive Analysis, Stata, Econometrics, Financial Analysis, Microsoft Excel, Business Strategy, Research, Analytics, Salesforce.com, Microsoft Office, PowerPoint, Corporate Finance, Strategic Planning, Bloomberg Terminal, Spanish
Education
University of California, San Diego 2007 — 2009
Bachelor of Arts, Economics
Harvey & Company LLC October 2012 - Present
Harvey & Company LLC March 2011 - September 2012
Harvey & Company LLC January 2009 - February 2011
Harvey & Company LLC September 2008 - January 2009
Green Boys Landscaping LLC June 2005 - August 2008
Skills
Private Equity, Corporate Development, Deal Sourcing, Buy-side, LBO, Valuation, Investments, Investment Banking, Venture Capital, Financial Analysis, Mergers, Business Valuation, Financial Modeling, Industry Research, Corporate Finance, Mergers & Acquisitions
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science, Finance, Economics
Bethesda Chevy Chase HS 2000 — 2004
Manhattan GMAT
Medsurant Holdings, LLC August 2010 - Present
Volante Capital March 2010 - April 2011
Onyx Pharmaceuticals June 2009 - August 2009
Triage Consulting Group August 2003 - June 2008
UCLA Health April 2000 - June 2003
Harvey & Company LLC 2002 - 2003
Skills
Corporate Development, Venture Capital, Financial Modeling, Strategic Planning, Start-ups, Due Diligence, Private Equity, Healthcare Consulting, Medical Devices, Entrepreneurship, Healthcare Management, Hospitals, Financial Analysis, Strategy, Mergers, Valuation, Business Strategy, Business Development, Analytics, Finance, Competitive Analysis, Management Consulting, Management
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance, Health Care Management
University of California, Los Angeles 1998 — 2002
BS, Pre-Medicine/Pre-Medical Studies
Hana Financial, Inc. April 2015 - Present
Northwestern Mutual September 2014 - March 2015
Harvey & Company LLC 2013 - 2014
Skills
Financial Analysis, Financial Planning, Insurance, Retirement Planning, Customer Service, Microsoft Excel, Leadership, Microsoft Office, Risk Management, Research, Finance, Microsoft Word, PowerPoint
Education
University of California, Irvine 2009 — 2014
Bachelor's Degree, Economics
Moss Adams LLP January 2015 - Present
Moss Adams LLP November 2011 - December 2014
Harvey & Company LLC April 2010 - June 2010
Cyber A Café September 2009 - May 2010
Skills
Accounting, Tax, CPA, Leadership, Financial Accounting, GAAP, US GAAP, Internal Audit, Financial Reporting, Tax Research, Microsoft Office, Microsoft Word, Microsoft Excel, Corporate Tax, Mergers & Acquisitions, Finance, Financial Analysis
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts (BA), Business Economics
Harvey & Company LLC May 2015 - July 2015
Undergraduate Investment Society April 2014 - July 2014
Nike September 2012 - March 2013
Skills
Public Speaking, Project Management, PowerPoint, Leadership, Research, Microsoft Excel, Microsoft Office, Customer Service, Management, Microsoft Word, Data Analysis, Time Management, Teamwork, Social Networking, Social Media
Education
University of California, San Diego 2013 — 2017
Bachelor of Arts in Economics
Cypress Ranch High School 2009 — 2013
High School, Magna Cum Laude
Deloitte August 2015 - Present
Deloitte September 2013 - August 2015
Harvey & Company LLC August 2012 - September 2012
Target June 2012 - August 2012
BTS Communications January 2012 - June 2012
Southwestern Advantage June 2010 - September 2011
UCLA Daily Bruin September 2010 - March 2011
Skills
Data Analysis, Public Speaking, PowerPoint, Market Research, Customer Service, Sales, Research, Event Planning, Social Media, Leadership, Microsoft Excel, Sales Management, Strategic Planning, Social Media Marketing, Budgets, Teaching, Access
Education
University of California, Los Angeles 2009 — 2013
Economics and Chinese
Mission Hills High School 2005 — 2009
High School Diploma
Medical Specialties Managers, Inc. June 2014 - Present
DaVita June 2010 - January 2014
Harvey & Company LLC January 2010 - June 2010
University of California, Irvine September 2009 - March 2010
Center for American Progress January 2009 - March 2009
Skills
Data Analysis, Root Cause Analysis, Project Management, Process Improvement, Microsoft Excel, PowerPoint, SharePoint, Microsoft Word, Outlook, Access, SQL, Visio, Management, Training, Teamwork, Strategy
Education
University of California, Irvine 2006 — 2010
B.A., Quantitative Economics and Political Science
Harvey & Company LLC December 2007 - Present
Harvey & Company LLC April 2002 - November 2007
Harvey & Company LLC January 1999 - March 2002
Skills
Business Valuation, Private Equity, Financial Modeling, LBO, Due Diligence, Industry Research, Corporate Development, Buy-Side M&A, M&A Advisory Services, Deal Origination, IT Management, Buy-side, Mergers, Database Design, Relational Databases, MIcrosoft Access, Microsoft Excel, Managing Database, MySQL, Mergers & Acquisitions, Buyouts, DCF, M&A experience, Deal Sourcing, Venture Capital, Deal Creation
Education
University of Southern California 2011 — 2013
Master of Business Administration (MBA), Corporate Finance and Strategic Planning
University of Southern California 1995 — 1999
Bachelor of Arts (B.A.), Economics
University of Southern California 1995 — 1999
Bachelor of Arts (B.A.), International Relations and Affairs
Harvey & Company LLC August 2015 - Present
FieldChoice, LLC February 2013 - Present
United States Marine Corps July 2009 - October 2014
FieldChoice, LLC October 2010 - February 2013
Skills
Leadership, Supervisory Skills, Customer Service, Team Building, Contract Negotiation, Management, Operations Management, Negotiation, Strategic Planning, Program Management, Project Planning, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Time Management, Data Entry, Team Leadership, Government, Public Speaking, Customer Satisfaction, Employee Relations, Process Scheduler, Process Improvement, Training, Budgets, Analysis, Software Documentation, Teamwork, System Administration, Coaching, Administration, Leadership Development, PowerPoint, Policy, Inventory Management
Education
University of California, Irvine
Bachelor of Arts (B.A.), Business Economics
Rady School of Management September 2015 - Present
JCF Capital Advisors, LLC September 2015 - Present
Bloomberg LP August 2015 - Present
Berg Capital Markets, LLC October 2014 - Present
Student Foundation Investment Fund October 2013 - Present
Harvey & Company LLC June 2015 - September 2015
Skills
Microsoft Excel, Microsoft Word, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Analysis, Data Analysis, Financial Analysis, Market Research, Access, Economics, Marketing, SPSS, Statistics
Education
University of California, San Diego
Bachelor of Science (BS), Management Science
Craft Partners, LLC May 2015 - August 2015
Harvey & Company, LLC February 2014 - May 2014
MedDx Capital Advisors February 2013 - June 2013
Skills
Financial Modeling, Investments, Valuation, Due Diligence, Venture Capital, Corporate Development, Equity Research, Financial Analysis, Alternative Investments, Private Equity, Hedge Funds, Economics, Mergers & Acquisitions, Emerging Markets
Education
University of Virginia 2014 — 2016
M.S., Commerce
University of California, San Diego
B.A., Economics
SRH Financial Consultants October 2014 - September 2015
SRH Financial Consultants October 2013 - October 2014
Harvey & Company LLC June 2012 - October 2013
Jamba Juice June 2010 - March 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Market Research, Competitive Analysis, Financial Analysis, QuickBooks, Financial Reporting, Bank Reconciliation, Financial Statements, Investments, Business Economics, Finance, Marketing, Microsoft Office, Outlook, Private Equity, Strategy, Valuation, Mergers & Acquisitions, Due Diligence, Corporate Finance, Accounting
Education
University of California, Irvine 2015 — 2016
Master of Professional Accountancy
University of California, Los Angeles - Extensions 2013 — 2015
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.), Business Economics
Bishop Montgomery High School 2005 — 2009
Thermo Fisher Scientific June 2015 - Present
Harvey & Company LLC August 2014 - April 2015
Da Vinci Financial June 2013 - September 2013
Famous Footwear November 2011 - January 2012
Skills
PowerPoint, Customer Service, Microsoft Office, Microsoft Word, English, Research
Education
University of California, Irvine 2012 — 2016
Bachelor’s Degree, Business Administration and Economics, Senior
La Costa Canyon High School 2010 — 2012
High School
Lynbrook High School 2008 — 2010
Harvey & Company LLC April 1998 - Present
Skills
Mergers, Strategy, Business Development, Business Strategy, Investments, Private Equity, Corporate Development, Mergers & Acquisitions, Acquisitions, Strategic Planning, Venture Capital, Executive Management, Marketing, Hedge Funds, Investment Banking, Turn Around Management, Leadership, Sales Management, Corporate Finance, Angel Investing, Competitive Analysis, Start-ups, Sales, Financial Analysis, Due Diligence, Entrepreneurship, Financial Modeling, New Business Development, Market Research, M&A experience, Valuation, Management, Business Valuation, Finance, Leveraged Finance
Education
University of California, Santa Barbara 1982 — 1987
BS
American Financial Network Inc. February 2014 - Present
American Financial Network Inc. February 2013 - Present
American Financial Network Inc. September 2013 - February 2014
EduCapital Group January 2012 - May 2012
APU International School August 2011 - January 2012
University of California May 2010 - June 2011
UC Irvine September 2008 - June 2011
Harvey & Company, LLC September 2010 - February 2011
Mesa Court Council September 2008 - June 2009
Skills
English, Fluent Vietnamese, Eviews, Stata, TEFL, DataTrac, Compliance, Real Estate, Real Estate Financing, Legal Compliance, Awesomeness, Research, Financial Analysis, SPSS, Analysis, Economics, Data Analysis, Mergers & Acquisitions, Due Diligence, Valuation, PowerPoint, EViews, Leadership, Microsoft Office, Management, Microsoft Excel, Public Speaking
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2014 — 2016
MBA, Business Administration and Management, General
University of California, Irvine 2008 — 2011
Bachelors of Arts, Business Economics
BloomReach November 2014 - Present
Cornerstone Research September 2013 - October 2014
Harvey & Company LLC June 2011 - August 2013
UCLA November 2009 - June 2011
Salem Partners Investment Bank January 2011 - May 2011
Skills
Private Equity, Valuation, Mergers & Acquisitions, Finance, Mandarin, Financial Modeling, Hedge Funds, LBO, Mergers, Investment Banking, Due Diligence, Strategy, Portfolio Management, Capital IQ, Analysis, Corporate Finance, Venture Capital, Financial Analysis, Acquisitions, Corporate Development, Loans, Bloomberg, Economics, Microsoft Excel, Data Analysis, Research, Business Strategy, Microsoft Office
Education
University of California, Los Angeles 2007 — 2011
BA, Economics/Int'l Area Studies
Spectrum Realty March 2015 - Present
Harvey & Company LLC May 2013 - July 2013
Education
University of California, Irvine 2012 — 2016
Bachelor’s Degree, Accounting and Related Services
PopShorts August 2013 - Present
DormStormer January 2013 - January 2014
Campus Chariots Inc. August 2011 - January 2014
McGladrey Capital Markets May 2011 - August 2011
Harvey & Company LLC May 2010 - August 2010
Skills
Marketing, Entrepreneurship, Marketing Strategy, Business Development, Public Speaking, Financial Analysis, Microsoft Excel, Blogging, Business Planning, Mergers & Acquisitions, Financial Modeling, PowerPoint, Business Strategy, Customer Service, Microsoft Word, Investment Banking, Valuation, Excel, Word, Mergers, Cold Calling, Customer Relations, Problem Solving, Google Adwords, Advertising, Online Advertising, Social Influence
Education
University of Southern California - Marshall School of Business 2009 — 2012
Bachelor's Degree, Business Administration (B.S.) concentration in Entrepreneurship, Mathematical Finance Minor
University of Southern California
Internet Brands January 2015 - Present
BBCN Bank March 2014 - December 2014
M+D Properties, Inc/M&D Regional Center, LLC October 2012 - January 2014
Harvey & Company LLC June 2012 - September 2012
UC Irvine The Paul Merage School of Business March 2011 - September 2011
Choice Alarm Company August 2009 - February 2011
Skills
Capital IQ, Valuation, Bloomberg, Corporate Finance, Equity Research, Management, Portfolio Management, Teamwork, Finance, Banking, Event Planning, Data Analysis
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Economics
연세대학교 / Yonsei University 2011 — 2011
University of California Education Abroad Program certification, Business/Law
CB Capital Partners November 2014 - Present
Harvey & Company, LLC April 2014 - October 2014
Morgan Stanley September 2013 - December 2013
Avantpage Translations February 2013 - May 2013
DeliRadio September 2011 - February 2012
Astonish Magazine September 2011 - February 2012
OH Architecture February 2011 - May 2011
Skills
Investments, Equity Research, Investment Advisory, Investment Strategies, Text Editing, Translation, Blogging, SEO
Education
University of California, Davis 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Managerial Economics and English
El Instituto Internacional Madrid 2011 — 2011
C.O.R.E. Physical Therapy August 2012 - Present
P.F. Chang's China Bistro September 2011 - Present
Koh Physical Therapy March 2012 - October 2012
Harvey & Company LLC September 2010 - September 2011
First Rate Financial Group June 2010 - September 2010
Skills
Private Equity, Microsoft Office, Marketing, Customer Service, Investments, Training, Microsoft Excel, Finance, Microsoft Word, PowerPoint, Market Research, Leadership, Data Analysis, Management, Time Management, Event Planning, Healthcare, Research, Public Speaking, Teamwork, Social Media, Social Networking, Clinical Research, Cpr Certified, Facebook, Community Outreach, Physical Therapy, Sales, Outlook, Data Entry, Analysis, Nonprofits, Fundraising, Spanish, Social Media Marketing, Sports Medicine, Orthopedic, Event Management
Education
University of California, Irvine 2006 — 2010
Bachelor of Arts, Economics
Royal High School
UC Irvine Student Housing September 2014 - June 2015
Library of Congress, CRS June 2014 - August 2014
Instructional Technology Council June 2014 - August 2014
UC Irvine - Center for Educational Partnerships July 2013 - June 2014
Harvey & Company LLC July 2012 - August 2012
Skills
Research, PowerPoint, Teamwork, Public Speaking, Microsoft Excel, Leadership, Data Analysis, Public Relations, Customer Service, Microsoft Word, Social Media, Event Planning, Management, Outlook, Community Outreach, Market Research, Financial Services, Programming, Social Networking, Events Coordination, SQL, Google Analytics, Python, Salesforce.com, QuickBooks, Access, HTML, Social Media Marketing, SPSS, EViews, Photoshop, Database Marketing, Mentoring, Youth Mentoring, Higher Education, Nonprofits, Website Updating, Webinar Management, Corporate Social Media, Teacher Training, Mergers & Acquisitions, Networking, Leading Meetings, Organizing Meetings
Education
University of California, Irvine
Bachelor’s Degree, Economics, Political Science
Euromonitor International April 2015 - Present
Borrow It Bindaas December 2010 - March 2015
GRAYSE May 2013 - August 2013
American Trading International (ATI) December 2008 - August 2010
U.S. Commercial Service August 2007 - May 2008
Harvey & Company LLC September 2006 - December 2006
The Foundation on Economic Trends, The Office of Jeremy Rifkin June 2006 - September 2006
Skills
Market Research, Marketing Strategy, Management, Social Media Marketing, Negotiation, Sales, E-commerce, Marketing, Strategic Planning, Online Marketing, Event Planning, Public Relations, New Business Development, Social Media, Entrepreneurship, Strategy, Event Management, Recruiting, Merchandising, International Trade, Analysis, Logistics, Business Development, International Sales, Microsoft Office, Advertising, Start-ups, Digital Marketing, Leadership, Customer Service, Business Strategy, Lead Generation, Cross-functional Team..., Project Management
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2014
MBA
University of California, Los Angeles 2009 — 2010
Certification in International Trade & Commerce
University of California, Irvine 2004 — 2008
Business Economics & International Studies
University of Cambridge 2007 — 2007
Business Economics & International Studies
Simple DCP October 2011 - Present
Black Fish Films March 2014 - Present
UBS January 2009 - August 2013
Rutberg & Company 2008 - 2008
Duff & Phelps 2007 - 2007
Time Warner Inc. 2006 - 2006
Harvey & Company LLC 2005 - 2005
Skills
Equities, Financial Analysis, Investments, Strategic Financial..., Finance, Securities, Mutual Funds, Wealth Management, Financial Advisory, Hedge Funds, Retirement Planning, Asset Management, Asset Allocation, Financial Planning, Portfolio Management, Microsoft Office, Financial Modeling, Valuation
Education
University of Southern California 2014 — 2017
Master of Business Administration (M.B.A.)
USC Marshall School of Business 2004 — 2007
Bachelor of Science (BS), Business Administration
University of Southern California 2004 — 2007
Bachelor of Science (B.S.), Accounting
University of Southern California 2004 — 2007
Minor, The Music Industry
Damien High School
Pacific Sunwear November 2014 - Present
Pacific Sunwear December 2013 - November 2014
Pacific Sunwear October 2013 - December 2013
Punch TV Network July 2013 - October 2013
Merrill Lynch July 2012 - September 2012
Harvey & Company LLC June 2011 - September 2011
Skills
Bloomberg, Market Research, Investments, Sales, Finance, Marketing, Mergers & Acquisitions, Social Media, Budgets, Digital Marketing, Strategy, Competitive Analysis, Microsoft Excel, Social Media Marketing, Advertising, Microeconomics, PowerPoint, Customer Service, Microsoft Word
Education
University of California, Riverside 2010 — 2013
BA, Economic Administrative Studies
Whitney High School
CAST Management Consultants September 2014 - Present
Entrepreneurship, Innovation & Law August 2012 - October 2013
PAAMCO July 2013 - September 2013
United States Federal Bankruptcy Court May 2012 - August 2012
Harvey & Company, LLC June 2009 - August 2009
Rothschild Inc June 2009 - August 2009
Skills
Mergers & Acquisitions, Microsoft Excel, Microsoft Office, Salesforce.com, Legal Research, Legal Writing, Research, Westlaw, PowerPoint, Finance, Entrepreneurship, Private Equity
Education
University of California, Irvine School of Law 2011 — 2014
Juris Doctor, Law
University of California, Irvine 2006 — 2009
B.A, Political Science
Glion Institute of Higher Education 2008 — 2008
International Relations
The Torkzadeh Law Firm March 2013 - Present
Gensler September 2012 - March 2013
John Buck International June 2009 - July 2011
BMG Group GmbH & Co. KG January 2008 - June 2009
San Diego Unified Port District May 2006 - December 2007
Elite Development Group, LLC August 2003 - August 2004
Bank of America N.A. April 2003 - August 2003
Harvey & Company, LLC May 2002 - January 2003
Skills
Due Diligence, Real Estate, Real Estate Development, Corporate Law, Contract Negotiation, Contract Management, Litigation, Mergers, Intellectual Property, Joint Ventures, Legal Advice, Licensing, Risk Management, Arbitration, Corporate Governance, Legal Writing, Commercial Litigation, Strategy, Courts, Mergers & Acquisitions, Legal Research, Mediation, Commercial Real Estate, Negotiation, Competition Law, Civil Litigation, Construction Law, Litigation Support, Corporate Development, Strategic Communications, Personal Injury, Dispute Resolution, Product Liability, Contract Law, Employment Law, Legal Compliance, International Law, Banking Law, Legal Issues, Securities Regulation, International..., Consumer Law, Cross-border..., Legal Assistance, IT law, Property Law, Litigation Management, Class Actions
Education
University of San Diego School of Law 2004 — 2007
Juris Doctor, Law
Universidad de Cantabria 2005 — 2005
International and Comparative Law Series, International Business, Trade, and Tax Law
University of California, Irvine 1999 — 2003
Bachelor of Arts, Political Science, Management
RBC Capital Markets July 2014 - Present
UCSD Financial Professionals Network April 2013 - June 2014
Undergraduate Investment Society March 2013 - June 2014
JMI Equity March 2013 - May 2014
Moneythink March 2012 - March 2013
Harvey & Company LLC June 2012 - August 2012
Education
University of California, San Diego 2010 — 2014
Bachelor's Degree, Management Science, Highest Distinction
Experian Consumer Services April 2013 - Present
Experian Consumer Services August 2011 - March 2013
Harvey & Company LLC April 2010 - August 2011
Accruent June 2010 - September 2010
CollegeWorks Painting November 2008 - April 2009
Skills
Financial Reporting, Access, Analytics, Business Analytics, Financial Analysis, Trend Analysis, IBM Cognos Software, Dashboarding, Omniture Insight, Adobe SiteCatalyst, Oracle E-Business Suite, Market Research, Salesforce.com, Customer Relations, Staff Development, Staff Management, Microsoft Office, Forecasting, Mergers & Acquisitions, Strategy, Data Analysis, Customer Service, Omniture, Financial Modeling, Cognos, Analysis, Business Planning, Management, Marketing, Finance, Competitive Analysis, Essbase, A/B testing, Multivariate Testing, Business Development, Sales
Education
University of California, Irvine 2007 — 2011
B.A., Business Economics
University of California, Irvine 2007 — 2011
Bachelor's degree, Business/Managerial Economics
Harvey & Company LLC December 2009 - Present
Education
University of California, Irvine
Highridge Costa Investors, LLC November 2007 - Present
Highridge Costa Investors, LLC September 2006 - October 2007
Harvey & Company LLC April 2005 - June 2006
National City Mortgage 2004 - 2005
Skills
Asset Management, Financial Modeling, Cash Flow Forecasting, Compliance, Financial Analysis, Portfolio Management, Underwriting, LIHTC, Tax Credits, Financial Reporting, Property Management, Real Estate Economics, Property, Asset Managment, Affordable Housing, Finance, Loans, Apartments, Budgets
Education
University of California, Irvine 2002 — 2006
B.A, Economics, Management (Minor)
Moss Adams Capital LLC July 2015 - September 2015
NCLUSIVE August 2014 - December 2014
Siemer & Associates September 2013 - March 2014
Harvey & Company LLC June 2013 - August 2013
Skills
Data Analysis, Fundraising, Microsoft Excel, PowerPoint, Leadership Development, Public Relations, Social Networking, Marketing, Microsoft Word, Event Planning, Social Media, Research, Salesforce.com, Capital IQ, Project Management, Teaching, Advertising, Public Speaking, Event Management, Capital Raising
Education
University of California, Los Angeles 2012 — 2016
Fourth Year
Villa Park High School 2008 — 2012
High School Diploma
Live Nation Entertainment August 2015 - Present
GE Capital June 2014 - August 2015
Johnson & Johnson June 2013 - June 2014
National Jr. Basketball League November 2010 - May 2014
Broadcom September 2012 - June 2013
Undergraduate Finance Association October 2010 - June 2013
Spawnd LLC December 2011 - April 2013
Johnson & Johnson March 2011 - May 2012
Harvey & Company LLC January 2011 - March 2011
Leaders in Investment Banking 2011 - 2011
Skills
Leadership, Financial Modeling, Corporate Finance, Business Planning, Valuation, Forecasting, SAP, Microsoft Office, Finance, Business Development, Financial Analysis, Statistics, Pitching Ideas, Analysis, SQL, SPSS, JMP, Game Theory, M&A analysis, Deal Execution, Start-up Ventures, Commercial Real Estate, Real Estate Financing, Dataflo, Business Advisory, Mergers & Acquisitions, Data Analysis, Management
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.), Economics, Political Science
Villa Park HS
Diploma
Wells Fargo Restaurant Finance Group February 2009 - Present
Harvey & Company LLC August 2005 - May 2008
Education
University of San Diego 2001 — 2005
Reef Strategy Group July 2014 - Present
Canterbury Consulting May 2005 - 2014
Q10 Dwyer-Curlett & Co 2003 - 2005
UBS 2001 - 2003
Harvey & Company LLC 2000 - 2001
Skills
Alternative Investments, Private Equity, Due Diligence, Venture Capital, Asset Allocation, Investment Strategies, Investments, Finance, Valuation, Bloomberg, Strategy, Fixed Income
Education
University of California, Irvine
B.A., English
St. Margaret's
Biosense Webster June 2013 - Present
Biosense Webster April 2012 - June 2013
Biosense Webster March 2010 - April 2012
Novartis Pharma March 2004 - March 2010
Novartis September 2008 - July 2009
Harvey & Company LLC 2002 - 2004
NRT Incorporated 1998 - 2000
Skills
Electrophysiology, Cardiology, Neurology, Neuroscience, Urology, Rheumatology, Endocrinology, Gynecology, Internal Medicine, Gastroenterology
Education
University of Southern California 2000 — 2002
BS, Corporate Finance & Marketing
Eastdil Secured December 2011 - Present
Johnson Capital May 2011 - July 2011
Harvey & Company LLC May 2010 - August 2010
Skills
Argus Modeling, Asset Management, Customer Service, Entrepreneurship, Finance, Due Diligence, Financial Analysis, Financial Modeling, Investment Banking, Investments, Mergers, Microsoft Excel, Microsoft Office, Market Research, Mergers, PowerPoint, Microsoft Word, Private Equity, Real Estate Economics, Research, Social Media, Valuation
Education
University of Southern California
Business Administration, Finance
Branham High School 2003 — 2007
High School
Harvey & Company LLC April 1998 - Present
W. E. Myers & Company September 1992 - April 1998
WE Myers & Company 1992 - 1998
Skills
Private Equity, LBO, Buyouts, Strategy, Acquisitions, Recapitalizations, Corporate Development, Mergers, Venture Capital
Education
University of Southern California
Transpacific Agency September 2011 - Present
Professor Solna, Ph.D., Department of Mathematics January 2010 - June 2010
Great Pacific Securities, Inc. September 2009 - December 2009
CFAOC Foundation January 2009 - December 2009
SRS Labs, Inc. June 2009 - September 2009
Rotaract January 2009 - June 2009
Harvey & Company, LLC September 2008 - December 2008
Skills
Portfolio Management, Valuation
Education
University of California, Irvine
Bachelors, Economics, Mathematics, Computer Science
CircleUp January 2013 - Present
H.I.G. Capital July 2010 - January 2013
Deutsche Bank Securities June 2008 - July 2010
Harvey & Company LLC 2007 - 2007
Skills
Valuation, Private Equity, Investment Banking, Mergers, Mergers & Acquisitions, Financial Modeling, Business Development, Venture Capital, LBO, Due Diligence, Investments, Corporate Development, Emerging Markets, M&A experience, Equities, Finance, Leveraged Finance, Capital Markets, Corporate Finance, Hedge Funds, Alternative Investments, Start-ups
Education
University of California, Irvine
BA
Morgan Stanley Wealth Management November 2011 - Present
Acme Alpha LLC February 2010 - June 2011
Harvey & Company LLC June 2009 - September 2009
Beachside Cafe January 2008 - July 2009
California Alumni Association 2005 - 2007
Skills
Sales, Marketing, Trade Execution
Education
University of California, Santa Barbara 2005 — 2010
B.A., Business Economics and Accounting
Harvey & Company, LLC November 2011 - Present
Trinity Equity Partners Inc. March 2010 - August 2011
Caris & Company March 2009 - July 2009
Allbright Law Offices September 2008 - December 2008
Skills
Due Diligence, Private Equity, Microsoft Excel, Mergers, Financial Modeling, Equity Research, Mergers & Acquisitions, Capital IQ, Analysis, Finance, Equities, Business Development, Investment..., Project Management, Client Relations Skills, Process Improvement, Problem Solving, Consulting, Competitive Analysis, International Business, Market Research, Commercial Banking, Regulatory Affairs, Team Building, Training, Multi Tasking, Managing Database, Negotiation, Microsoft Office, Hoovers
Education
University of California, San Diego 2005 — 2009
BS in Management Science (Quantitative Economics), BS in Psychology, 3.5/4.0
Covina High School 2001 — 2005
High School Diploma, General Studies
Fredric Press September 2008 - December 2008
Harvey & Company LLC December 2007 - April 2008
Balboa Capital Corp June 2007 - September 2007
Education
University of New England 2015 — 2018
Doctorate of Physical Therapy
University of California, Irvine 2004 — 2008
Bachelor of Arts, Business Economics
high school
high school
White Oak Global Advisors, LLC 2014 - Present
US Capital Partners 2013 - 2014
Napa Valley Wealth Management 2012 - 2013
Harvey & Company LLC April 2010 - August 2010
Skills
Financial Modeling, Investments, Equities, Investment Banking, Water Skiing, Corporate Finance, Fixed Income, Portfolio Management, Equity Research
Education
University of California, San Diego
Bachelor of Arts, Economics
CFA Institute
Fletcher Jones Management Group October 2013 - Present
Fletcher Jones Management Group February 2009 - October 2013
Harvey & Company LLC August 2006 - December 2006
Skills
Troubleshooting, Business Intelligence, Project Management, Customer Satisfaction, Access, Database Administration, Sales, Windows, Training, Management, Microsoft Excel, Data Analysis, Outlook, Team Leadership, Analysis, Leadership, Customer Service, Team Building, Research, Process Improvement, Microsoft Word, PowerPoint, Strategic Planning, Microsoft Server 2008, Microsoft Server 2012, Microsoft Exchange 2010, Cisco Unity Voicemail, ADP Dealer Management..., Cisco Wireless..., Server Hardware, Desktop Hardware, Business Intelligence..., Business Intelligence..., LexisNexis, Visio, Group Policy, Windows 7, Windows 8, Active Directory, Hyper-V, Cisco Call Manager, Advent, Windows Server, SharePoint, Tableau, Microsoft SQL Server, Analytics, Business Solutions...
Education
University of California, Irvine 2004 — 2008
B.A., Political Science
University of California, Irvine 2004 — 2008
B.A., Sociology
spleeny films May 2014 - Present
Gap Inc./Gap May 2013 - May 2014
Gap Inc. / Old Navy November 2011 - May 2013
Gap Inc. March 2011 - November 2011
Harvey & Company LLC March 2010 - June 2010
Los Angeles Times April 2009 - June 2009
Virtual Escrow December 2002 - August 2005
Skills
Social Media, Trend Analysis, Retail, Merchandising, Microsoft Excel, PowerPoint, Facebook, Inventory Management, Customer Service, Microsoft Office, Market Research, Fashion, Social Media Marketing, Event Planning, Microsoft Word, Marketing Strategy
Education
University of California, Irvine 2006 — 2010
Bachelor of Arts, Political Science
EY May 2015 - Present
EY January 2013 - April 2015
Ernst & Young June 2011 - August 2011
Harvey & Company LLC June 2010 - August 2010
Northwestern Mutual December 2009 - June 2010
Skills
Financial Analysis, Financial Modeling, Investments, Accounting, Microsoft Excel, GoSystem, Tax Preparation, Hedge Funds, Private Equity, Asset Management, Mergers & Acquisitions, Finance, Financial Services
Education
University of California, Los Angeles 2010 — 2012
Bachelor of Arts, Business Economics with Accounting
MedAmerica January 2015 - Present
MedAmerica January 2014 - December 2014
MedAmerica January 2011 - December 2013
University of California, Irvine January 2010 - June 2010
Harvey & Company LLC January 2010 - March 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounts Receivable, Customer Service, Accounts Payable, Healthcare, Outlook, Social Networking, Analysis, Nonprofits, Teamwork, Research, Social Media, Team Building, Training
Education
University of California, Irvine 2006 — 2010
BA, Economics, Sociology
Perficient June 2015 - Present
Red Sky Solutions April 2014 - May 2015
LBA Realty August 2013 - April 2014
Ternion Real Estate February 2013 - August 2013
Harvey & Company LLC September 2012 - December 2012
Skills
Mandarin, PowerPoint, Microsoft Office, Photoshop, Microsoft Excel, Microsoft Word, Teamwork, Event Planning, Social Networking, Time Management, Marketing, Access, Budgets, Management
Education
University of California, Irvine 2009 — 2013
Global Cultures, Business, Management, Alumni
OEC Group May 2012 - Present
Harvey & Company LLC October 2011 - April 2012
Skills
Excel, Word, PowerPoint, Microsoft Office, Hoovers, Capital IQ, Research, Microsoft Excel
Education
University of California, Riverside 2006 — 2010
B.S, Business Administration - Accounting
Experian July 2014 - Present
Irvine Consulting Network June 2013 - Present
PAAMCO June 2012 - January 2014
Delta Sigma Pi - Pi Sigma Chapter June 2011 - December 2011
Merrill Lynch June 2011 - September 2011
Harvey & Company LLC April 2011 - June 2011
RBC Wealth Management June 2009 - September 2010
National Eagle Scout Association January 2007 - January 2008
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts, Business Economics
Fountain Valley High School 2005 — 2009
Diploma
Roth Capital Partners, LLC April 2014 - Present
C. K. Cooper & Company April 2012 - July 2013
Harvey & Company, LLC March 2011 - April 2012
Levant Capital Limited June 2010 - August 2010
Skills
Capital Markets, Private Equity, Due Diligence, Deal Origination, Financial Modeling, Equity Valuation, Investment Banking, Investments, Mergers & Acquisitions, Corporate Finance
Education
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2010
B.S. Business Administration - Finance Emphasis, Communication Studies Minor
Otimo Textile, Inc June 2010 - Present
Harvey & Company LLC February 2011 - May 2011
AXA Advisors September 2010 - December 2010
The Peterson Group March 2010 - June 2010
Education
University of California, Irvine 2009 — 2011
Bachelor of Arts (BA), Business/Managerial Economics
Kondaur Capital Corporation September 2013 - Present
United Agricultural Benefit Trust June 2013 - July 2013
Harvey & Company LLC December 2012 - April 2013
Targeson Inc January 2012 - June 2012
BioLegend January 2009 - June 2009
Silicon Valley Oral and Maxillofacial Surgery June 2008 - June 2009
Alfa Investments & Loans June 2004 - August 2004
Skills
Google Analytics..., Data Analysis, Management, Analysis
Education
UCSD 2007 — 2012
Bachelor of Science (B.Sc.), Management Science
UCSD 2007 — 2012
Bachelor of Science (BSc), Human Biology
Los Altos High School