Harvey and Company, LLC
Founded: 1998
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Harvey and Company, LLC Employees
Aon Risk Solutions June 2014 - Present
Enterprise Rent-A-Car December 2013 - May 2014
The Loft at LMU September 2013 - May 2014
Sares-Regis Group May 2013 - August 2013
NEOGOV December 2012 - June 2013
Loyola Marymount University September 2011 - June 2013
Harvey and Company LLC June 2012 - August 2012
Canterbury Consulting July 2011 - August 2011
Cadence Capital Management June 2010 - July 2010
Skills
Management, Microsoft Excel, Investments, Research, Mergers & Acquisitions, Finance, Social Media, Public Speaking, Marketing, Microsoft Office, Team Leadership, Valuation, Capital IQ, Financial Analysis, Wealth Management, Due Diligence, Access Database, Construction Insurance
Education
Loyola Marymount University 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Mater Dei High School 2006 — 2010
CBRE February 2014 - Present
Avistone, LLC May 2013 - December 2013
Mohr Partners December 2011 - May 2013
Delta Sigma Pi - Pi Sigma Chapter December 2011 - March 2012
Harvey and Company LLC September 2011 - December 2011
Marcus & Millichap September 2011 - December 2011
Delta Sigma Pi - Pi Sigma Chapter June 2011 - December 2011
Stone Center Corporation April 2011 - September 2011
Delta Sigma Pi - Pi Sigma Chapter December 2010 - June 2011
Delta Sigma Pi - Pi Sigma Chapter June 2010 - December 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Microsoft Word, Management, Teamwork, Data Analysis, Mandarin, Facebook, QuickBooks, Time Management, Customer Service, Photoshop, Writing, Word, Windows, Google Analytics, Argus Modeling, CoStar, Economics, Social Media, Social Networking, Proofreading, Typing, Kardin
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts, Business Economics
Whitney High School 2002 — 2008
Newmeyer & Dillion February 2015 - Present
Terra Coastal Escrow, Inc. June 2013 - February 2015
Harvey and Company, LLC March 2012 - June 2012
Fortaleza Asset Management, Inc. June 2011 - December 2011
Hollywood Bowl April 2009 - September 2011
Skills
Investment Banking, Equities, Mergers, Microsoft Excel, Microsoft Office, Bloomberg, Asset Managment, PowerPoint, Microsoft Word, Economics, Financial Analysis, Escrow, Mergers & Acquisitions, Marketing Strategy, Financial Modeling, Private Equity, Asset Management, Teamwork, Social Networking, Customer Service, Real Estate, Research, Investments, Sales, Leadership, Outlook, Public Speaking, Social Media, Market Research, Project Management, Facebook, Event Planning, Management, Marketing, Competitive Analysis, Time Management, Due Diligence, Data Analysis, Strategy, Title Insurance, Finance
Education
UC Irvine 2009 — 2013
Bachelor of Arts (B.A.), in Political Science - Public Law, Double Minor: Business Economics & American Government
Bishop Alemany High School 2005 — 2009
Bishop Alemany, High School Diploma
C.R. Laurence Co., Inc. June 2015 - Present
Chapman University School of Pharmacy September 2014 - May 2015
Harvey and Company LLC January 2014 - May 2014
Chapman University September 2013 - May 2014
Primeline Products August 2011 - August 2011
Primeline Products June 2011 - August 2011
Primeline Products June 2010 - August 2010
Primeline Products June 2009 - August 2009
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Research, Data Analysis, Public Speaking, Teamwork, Facebook, Time Management, Social Media, Statistics, Higher Education, Critical Thinking, Management
Education
Chapman University 2014 — 2015
Master of Business Administration (MBA), International Business, 3.8
Chapman University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General, 3.58
ServiceTitan July 2015 - Present
LeanStride August 2012 - July 2015
Stevens First Principles Investment Advisors 2011 - 2012
Harvey and Company, LLC 2008 - 2009
Skills
Financial Modeling, Due Diligence, Mergers & Acquisitions, Valuation, Investments, Strategy, Social Media Marketing, Start-ups, Competitive Analysis, Investment Banking, Sales, Business Process, Market Research, Private Equity, Analysis, Financial Analysis, Crowdfunding, Finance, Portfolio Management, Hedge Funds, Business Strategy, Financial Statement..., Equity Research, Business Valuation, Management Consulting, Risk Management, M&A analysis, Options Strategies, Wireframes, User Interface, Budgets, Corporate Finance, Capital Markets, Management, Asset Management, Alternative Investments, Marketing, Financial Services, CSS, HTML, Real Estate, Equities, Entrepreneurship, Mutual Funds, Acquisitions
Education
University of California, Irvine 2004 — 2008
B.A., Economics
University of California, Los Angeles 2010 — 2011
Certificate, Finance
UBS Financial Services, Inc. January 2014 - March 2014
Harvey and Company, LLC November 2012 - March 2013
ProCare Work Injury Center 2010 - 2011
Pierano & Associates, Attorney at Law June 2009 - August 2009
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics, 3.6 Major GPA
London School of Economics and Political Science
Management
Northwood
TBWA\Media Arts Lab August 2015 - Present
PaulOcal.com 2003 - Present
TBWA\Media Arts Lab August 2011 - August 2015
Trailer Park 2010 - 2011
Guthy-Renker 2009 - 2010
RepeaterStore.com 2009 - 2009
YoungGoGetter.com 2008 - 2009
Harvey and Company, LLC 2008 - 2009
Irvine Web Consulting 2007 - 2007
Skills
Digital Marketing, E-commerce, SEO, Marketing Strategy, Social Media Marketing, Microsoft Office, Microsoft Excel, HTML, Social Media, PowerPoint, Photoshop, Research, JavaScript, WordPress, CSS, Web Design, Adobe Creative Suite, Web Development, Public Relations, HTML 5, ActionScript
Education
University of California, Irvine 2005 — 2009
Which Wich Superior Sandwiches March 2014 - Present
OC Fair & Event Center July 2015 - August 2015
Cal Poly Pomona March 2012 - June 2015
United Business Student Senate June 2012 - June 2014
Harvey and Company LLC June 2013 - October 2013
Society of Law, Contracts, and Procurement June 2012 - June 2013
Maker Studios September 2012 - December 2012
United Business Student Senate June 2011 - June 2012
Society of Law, Contracts and Procurement October 2010 - June 2012
The INTERN Cal Poly Pomona December 2011 - May 2012
Skills
Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Outlook, Budgets, QuickBooks, Recruiting, Public Speaking, Sales, Analysis, Social Media, Management, Social Networking, Finance, Time Management, Research, Leadership, Access, Teamwork, Data Analysis, Event Planning
Education
California State Polytechnic University-Pomona 2010 — 2015
In progress, Finance, Real Estate, and Law, Senior
California State Polytechnic University-Pomona 2010 — 2015
Bachelor of Science (B.S.), Finance
Global Hunter Securities October 2014 - Present
Flynn & Associates, Inc. January 2014 - October 2014
Cal State University August 2012 - May 2013
Harvey and Company, LLC January 2011 - April 2011
Skills
Financial Analysis, Investments, Customer Service, Microsoft Excel, Strategic Planning, Financial Modeling, Management, Portfolio Management, Marketing, Real Estate, Leadership, Finance, Competitive Analysis, Analysis, Mergers & Acquisitions
Education
The California State University 2010 — 2013
Bachelor of Arts, Business Administration; Finance
San Clemente High School 1998 — 2002
KeyBanc Capital Markets May 2015 - Present
KeyBank January 2015 - Present
KeyBank January 2013 - January 2015
AdvancedEMedia October 2011 - December 2012
Harvey and Company, LLC May 2011 - August 2011
USC Human Resources Auxiliary Services October 2008 - May 2011
Mountain 25, LLC July 2010 - August 2010
California Eminent Domain Law Group April 2008 - August 2010
New Europe Newspaper May 2009 - July 2009
Skills
Facebook, Social Media, Market Research, Research, Event Planning, Financial Modeling, Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Spanish, Valuation, E-commerce, Project Management, Recruiting, Marketing, Editing
Education
University of Southern California 2010 — 2012
Master of Arts (M.A.), International Relations and Affairs
University of Southern California 2007 — 2011
Bachelor of Arts (B.A.), International Relations - Global Business
Harvey and Company LLC October 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Public Speaking, Time Management, Business Economics, Private Equity, Financial Services, Investment Banking, Financial Analysis, Customer Service, Photoshop, Social Media, English, Java, Windows, Event Planning, Economics, Finance, Mergers & Acquisitions, Statistics, Investments, Banking, Leadership, Corporate Finance, Financial Modeling, Market Research, Data Analysis, Strategic Planning, SQL, HTML5
Education
UCI 2011 — 2015
Business Economics and Psychology
Torrey Pines High School 2007 — 2011
Forward Momentum, Inc. January 2015 - Present
Harvey and Company, LLC June 2014 - August 2014
Skills
Microsoft Office, Bilingual Communications, Research, Client Relations, Client Services, Technical Support, Reporting & Analysis, Marketing Communications, Employee Training, Team Leadership, Team Management
Education
Brigham Young University 2014 — 2017
Japanese Studies, Senior
Hyundai Capital America June 2014 - September 2014
Fiero August 2012 - March 2013
Harvey and Company, LLC October 2011 - May 2012
Indus Capital Advisors June 2008 - August 2008
Skills
Capital IQ, Financial Modeling, Mergers & Acquisitions, Creative Direction, Marketing, Problem Solving, Communication, Cross Functional Team..., Corporate Development, Strategy, Private Equity, Investments, Business Strategy, Start-ups, Market Research, Management, Microsoft Excel
Education
University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (MBA)
University of California, Los Angeles 2006 — 2010
Bachelor of Science, BioEngineering
irvine high school
Positive Energy Beverages LLC January 2015 - Present
Positive Energy Beverages LLC September 2012 - December 2014
CLM Financial, LLC July 2011 - September 2012
Harvey and Company, LLC December 2008 - June 2011
Harvey and Company LLC July 2007 - December 2008
Skills
Positive Energy, Positive Can-do Attitude, Positive Personality, Positive Team Player, Positive Work..., Food & Beverage, Brand Development, Consumer Products, Grinders, Brand Management, Mergers & Acquisitions, Management, Start-up Environment, Private Equity, Investments, Buyouts, Capital, LBO, Valuation, Investment Banking, Venture Capital, Due Diligence, Capital IQ, Equity Research, Sales, Ownership, Strategic Planning, Corporate Development, Business Strategy, Corporate Finance, Managing Start-ups, Start-ups, Database Design, Managing Database, Direct Sales, Mergers, Brand Development..., Team Management, Food, Forecasting, Inventory Management, Team Building, Catering, Leadership
Education
Pomona College 2004 — 2007
Bachelor of Arts (BA), History
Debevoise & Plimpton September 2013 - Present
PetCareRx May 2012 - May 2013
Odonnell Company May 2011 - August 2011
Harvey and Company LLC January 2010 - May 2010
United States Marine Corps September 2005 - September 2009
Ameriprise December 2004 - July 2005
Skills
Marketing, Leadership, Team Leadership, Market Research, Litigation Support, Advertising, Copywriting, Budgets, litigation, Business Development, Social Media Marketing, Sales, campaigns, Corporate Communications, presentations, Social Media, Public Relations, Strategy, copy writing, Screenwriting, promotions, script writing, Event Planning, E-commerce, Brand Development, Human Resources, Management, Email Marketing, Microsoft Office, Project Management, Marketing Strategy
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Southern Connecticut State University 2010 — 2012
Bachelors Degree, Advertising and Promotions, 3.9
Saddleback College 2009 — 2010
Associates, Business
Cuesta College 2003 — 2005
General Education
Citi June 2014 - February 2015
Elemental LED June 2013 - August 2013
McNally Realty Advisors May 2012 - May 2013
Baker Avenue Asset Management May 2011 - October 2011
Harvey and Company, LLC May 2010 - August 2010
Re-Creation Camp June 2007 - June 2009
Skills
Financial Analysis, Investments, Financial Modeling, Mergers & Acquisitions, Microsoft Office, Ruby, SQL, Commercial Banking, Pitch Books, Equities, Fixed Income, Monte Carlo Simulation, Fixed Annuities, Economics, Political Economy, Financial Reporting, Financial Accounting, Corporate Finance, Bitcoin, PowerPoint, Microsoft Word, Data Analysis, Finance, Research, Microsoft Excel, Start-ups, Valuation, Salesforce.com, Access, Entrepreneurship, Accounting, Analysis, Credit, Financial Services, Banking
Education
University of California, Berkeley 2009 — 2013
Bachelor's Degree, International Economic Relations [Interdisciplinary Studies Field Major]
Canterbury Consulting March 2005 - February 2010
Harvey and Company LLC November 2002 - February 2005
Skills
Alternative Investments, Financial Modeling, Asset Allocation, Investments, Asset Management, Investment Strategies, Investment Advisory, Financial Markets, Financial Services, High Net Worth..., Portfolio Management, Wealth Management..., Financial Analysis, Risk Management
Education
University of California, Irvine - The Paul Merage School of Business 2006 — 2008
MBA, Portfolio Management and Investments
University of California, Irvine 1996 — 2000
Bachelors of Arts, Economics
SC Fuels February 2015 - Present
SC Fuels June 2011 - February 2015
Schwarzkopf & Henkel September 2010 - June 2011
Schwarzkopf & Henkel April 2010 - September 2010
Schwarzkopf & Henkel March 2009 - March 2010
Schwarzkopf & Henkel March 2008 - March 2009
Innovative Alcohol Concepts June 2005 - October 2007
Pacific Life 2006 - 2007
Harvey and Company LLC June 2005 - December 2005
ETX Capital September 2004 - December 2004
Skills
Financial Analysis, SAP, Forecasting, Financial Reporting, Financial Modeling, Finance, Corporate Finance, Analysis, Budgets, Business Planning, Capital Budgeting, Microsoft Excel
Education
California State University-Long Beach
Bachelor of Arts, Business Economics
Foundation For International Education - Imperial College - London
Study Abroad Program
Harvey and Company LLC April 2010 - Present
Beecher Carlson May 2008 - August 2008
Education
Emory University
BA, BA Economics; BA History
First Foundation, Inc. October 2012 - Present
First Foundation, Inc. June 2011 - October 2012
UCI Libraries September 2009 - March 2011
Social Media Marketing April 2010 - September 2010
Harvey and Company LLC 2010 - 2010
Skills
Microsoft Excel, Equities, Business Strategy, Competitive Analysis, Financial Analysis, Investments, Microsoft Word, Strategy, Insurance, Strategic Financial..., Financial Modeling, Banking, Time Management, Portfolio Management, Accounting, PowerPoint, Credit, Economics, Real Estate, Research, Financial Services
Education
University of California, Irvine 2007 — 2011
B.A., Business Economics
Passed Level II of the CFA Program