Hughey Center for Financial Services
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Hughey Center for Financial Services Employees
Bentley College June 2008 - Present
Fidelity Investments September 2007 - Present
Sensata Technologies August 2004 - September 2007
Brown Brothers Harriman August 2001 - August 2004
Hughey Center for Financial Services August 1998 - May 2001
Skills
Bloomberg, Economics, Equity Research, Finance, Financial Analysis, Financial Modeling, Investments, Strategy, Trading
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2004
Bentley University 1998 — 2001
BS, Finance
Loomis, Sayles & Company August 2011 - Present
RBS Citizens September 2009 - August 2011
NewStar Financial 2008 - 2009
Hughey Center for Financial Services 2006 - 2008
Skills
Valuation, Bloomberg, Capital IQ, Financial Modeling, Capital Markets, Financial Analysis, Restructuring, Equity Research, Fixed Income, Trading, Finance, Hedge Funds, Asset Management, Investments, Portfolio Management
Education
Bentley University 2004 — 2008
Bachelor of Science, Finance
Susquehanna International Group, LLP (SIG) January 2014 - Present
Oppenheimer & Co. July 2013 - January 2014
Hughey Center for Financial Services September 2009 - May 2013
Bentley Investment Group April 2012 - April 2013
Oppenheimer & Co. June 2012 - August 2012
Bentley Investment Group October 2011 - April 2012
SCS Financial June 2011 - August 2011
Skills
Investments, Valuation, Bloomberg, Equities, Financial Analysis, Portfolio Management, Finance, Trading, Investment Banking, Mutual Funds, Capital IQ, Mergers & Acquisitions, Financial Modeling, Morningstar
Education
Bentley University 2009 — 2013
B.S., Corporate Finance and Accounting
Rumson Fair Haven Regional High School
Cowen and Company June 2014 - Present
Canaccord Genuity Inc. June 2013 - June 2014
Hughey Center for Financial Services September 2012 - May 2013
Bentley Investment Group May 2012 - April 2013
Siguler Guff & Company May 2012 - August 2012
Bentley Investment Group October 2010 - May 2012
Ledley Food Service June 2004 - August 2011
Skills
Capital IQ, Financial Analysis, Microsoft Excel, Equities, Morningstar, Qualitative Research, Financial Software, Financial Modeling, Finance, Bloomberg Terminal, Financial Statement..., Bloomberg, Equity Research, Accounting Applications, Economics, Investment Banking, Portfolio Management, PowerPoint, Accounting
Education
Bentley University 2010 — 2013
Bachelor of Science (B.S.) - Summa cum Laude, Economics & Finance
RBC Capital Markets July 2014 - Present
Bentley Investment Group September 2010 - April 2014
Hughey Center for Financial Services May 2011 - October 2013
BlackRock May 2013 - August 2013
Versailles Group, Ltd. June 2012 - August 2012
KPMG May 2011 - July 2011
AGacquisitions Group June 2010 - August 2010
ING June 2009 - July 2009
Education
Bentley University
Bachelor of Science in Finance; Minor in Economics
American British Academy
International Baccalaureate Diploma
J.P. Morgan June 2015 - Present
Hughey Center for Financial Services November 2013 - May 2015
UBS Wealth Management December 2013 - February 2015
Bentley Microfinance Group January 2013 - January 2015
SMB-Capital June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Exchange, Microsoft Publisher, Sales, PowerPoint, Outlook, Bloomberg
Education
Bentley University 2012 — 2016
Bachelor of Applied Science (BASc), Economics and Finance
North Haven High School 2008 — 2012
UBS Investment Bank February 2015 - Present
Bentley Investment Group September 2012 - December 2014
UBS Investment Bank June 2014 - August 2014
Battery Global Advisors February 2014 - May 2014
Hughey Center for Financial Services May 2013 - November 2013
Preston Todd Advisors May 2013 - July 2013
Finance & Credit Bank June 2012 - August 2012
Skills
Bloomberg, Financial Analysis, Valuation, Equities, Market Research, Capital IQ, Alternative Energy, Financial Modeling
Education
Bentley University 2011 — 2015
Bachelor of Science (BS), Finance, General, Sophomore
Pechersk School International
Acadian Asset Management February 2013 - Present
FactSet Research Systems February 2011 - February 2013
FactSet Research Systems July 2008 - January 2011
Hughey Center for Financial Services July 2005 - May 2008
Fidelity Investments June 2007 - August 2007
Skills
Investment Management, Performance Attribution, FactSet, Microsoft Excel, Consulting, Buy-side
Education
Bentley University 2004 — 2008
BS, Finance
Boston College - Wallace E. Carroll Graduate School of Management
MSF/MBA
Bentley University May 2011 - Present
HUGHEY CENTER FOR FINANCIAL SERVICES May 2011 - December 2011
Shri Sai Nandini Creation August 2007 - August 2010
Suchitra International February 2007 - September 2007
Suchitra International June 2006 - January 2007
Skills
Bloomberg, Financial Reporting, Financial Analysis, Factset, Crystal Ball, Morningstar, Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
MBA, Finance
Gujarat University 2002 — 2006
B.S, Engieering
Bentley University
Master of Business Administration, Finance
Barclays Investment Bank July 2014 - Present
Barclays Capital July 2012 - July 2014
Hughey Center for Financial Services September 2011 - May 2012
Barclays Capital June 2011 - August 2011
New England Private Wealth Advisors September 2010 - December 2010
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Derivatives, Equities, Investments, Equity Derivatives, Equity Trading, Trading, Capital Markets, Derivatives Trading, Volatility, Financial Structuring, Fixed Income, Bloomberg, Hedging, Wealth Management, Equity Research
Education
Bentley University 2008 — 2012
BS, Economics & Finance, Quantitative Perspectives, Psychology
Citizens Capital Markets Group June 2013 - Present
Hughey Center for Financial Services May 2012 - May 2013
Capstone Partners LLC January 2012 - August 2012
Lake Street Advisors, LLC May 2011 - August 2011
West Glen Associates January 2011 - May 2011
Education
Bentley University 2009 — 2013
Bachelor of Science
Investment Banking Institute
Lorenzo De'Medici Institute
J.P. Morgan June 2013 - Present
Hughey Center for Financial Services May 2011 - April 2013
Bentley Investment Group September 2009 - April 2013
J.P. Morgan June 2012 - August 2012
SVB Financial Group May 2011 - August 2011
Education
Bentley University 2009 — 2013
Bachelor of Science in Economics-Finance; Liberal Studies Major in Earth, Environment, and Global Sustainability; Minor in Accountancy
Hopkins School 2005 — 2009
Morgan Stanley Investment Management June 2014 - Present
Bentley Investment Group April 2013 - April 2014
Hughey Center for Financial Services April 2012 - October 2013
Morgan Stanley Investment Management May 2013 - August 2013
Consilium Partners September 2011 - June 2012
Skills
Bloomberg, Crystal Ball, Morningstar, Capital IQ, Factset, Excel, PowerPoint, Valuation, Financial Markets, Microsoft Word, Financial Modeling, Microsoft Excel, Microsoft Office, Investments, Financial Analysis, Finance
Education
Bentley University 2010 — 2014
Bachelor of Science, Finance and Liberal Studies; Concentration in Global Perspectives
London School of Economics 2012 — 2012
Pinkerton Academy 2006 — 2010
Hughey Center for Financial Services September 2014 - May 2015
Bentley University May 2014 - August 2014
None October 2012 - March 2013
Bank of China July 2011 - August 2011
Skills
Microsoft Excel, Finance, Analysis, Microsoft Office, PowerPoint, Data Analysis, Financial Analysis, Microsoft Word, Social Networking, Bloomberg, Training, Research, Public Speaking, Facebook, Event Planning, Financial Modeling, Asset Management, Option pricing, Equity Research, Private Equity
Education
Completed level III exam, eligible for CFA charter upon completion of required work experience.
Bentley University 2013 — 2015
Master of Science, Finance, 4.0/4.0
Beijing Jiaotong University 2008 — 2012
Bachelor of Business Administration (BBA), Management, 3.65
Troy University 2009 — 2011
Bachelor of Science (BS), Finance, 3.96
Veloxity One LLC. June 2013 - Present
Hughey Center for Financial Services January 2014 - May 2015
Highland Capital Partners May 2013 - September 2013
Axis Communications November 2011 - February 2013
Barkan Management Co., Inc. June 2011 - September 2011
Skills
Bloomberg, FactSet, Equity Trading, FX trading, Option Pricing Models, Options Strategies, Financial Analysis, Financial Modeling, Sales, Equities, Equity Derivatives, Data Analysis, CRM, Leadership, Financial Reporting, Analytics, Investment Banking, Valuation, Finance, Start-ups, Investments, Trading, Options
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.), Finance, Liberal Studies Major (Quantitative Perspectives), Minor in Computer Science, 3.75
Chelmsford High School 2008 — 2012
High School Diploma
Income Research + Management October 2015 - Present
John Hancock Financial Services July 2013 - Present
Hughey Center for Financial Services May 2012 - June 2013
University Intramural Staff September 2010 - April 2013
Ironwood Capital January 2012 - August 2012
Griffin Bolt LLC May 2011 - September 2011
Skills
Investments, Bloomberg, Valuation, Fixed Income, Equities, Portfolio Management, Private Equity, Finance, Asset Management, Analysis, Mutual Funds, Trading, Accounting, Financial Modeling
Education
Bentley University 2009 — 2013
Economics and Finance
Crescent Capital Group March 2015 - Present
Fidelity Investments July 2013 - March 2015
Hughey Center for Financial Services September 2012 - May 2013
Eaton Vance June 2012 - September 2012
Talon Asset Management, LLC June 2010 - August 2011
Skills
Bloomberg, Capital IQ, Microsoft Excel, Microsoft Word, Outlook, Finance, Portfolio Management, Investments, Trading, Analysis, Financial Modeling, Competitive Analysis, Microsoft Office, Financial Analysis, PowerPoint, Mutual Funds, Bloomberg Terminal
Education
Bentley University 2009 — 2013
B.S., Finance
The University of Manchester 2011 — 2011
Skaneateles High School 2005 — 2009
Barclays Investment Bank July 2015 - Present
Bentley Investment Group May 2014 - Present
Barclays Investment Bank June 2014 - August 2014
Hughey Center for Financial Services May 2013 - December 2013
Provident Healthcare Partners, LLC May 2013 - August 2013
Prime, Buchholz & Associates June 2012 - December 2012
Skills
Microsoft Excel, Bloomberg, Capital IQ, Bloomberg Terminal, Equity Research, Hedge Funds, Private Equity, DCF Valuation, Fixed Income, Equity Valuation, Credit Analysis
Education
Bentley University 2011 — 2015
Candidate for Bachelor's degree, Economics-Finance
Bond University 2013 — 2013
Coe-Brown Northwood Academy 2007 — 2011
Nestlé Waters North America May 2015 - Present
Hughey Center for Financial Services April 2015 - Present
Greenwich Fire Department June 2010 - Present
Westbury Group LLC October 2014 - February 2015
Bentley University September 2012 - September 2014
Nestlé Waters North America May 2014 - August 2014
Nestlé Waters North America May 2013 - August 2013
Vineyard Vines March 2012 - September 2012
GK Building Supply May 2009 - August 2011
Skills
Bloomberg Terminal, Morningstar Direct, Capital IQ, Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Retail, Sales, Customer Service, PowerPoint, Investment Banking, Financial Analysis, Bloomberg, Day Trading, Valuation, Social Media, Financial Modeling, Investments
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.), Finance, 3.9
Greenwich High School 2008 — 2012
High School Diploma, Cum GPA- 3.94
Artisan Partners June 2012 - June 2015
Hughey Center for Financial Services May 2010 - October 2011
Artisan Partners Global Value July 2011 - September 2011
Smith Barney June 2009 - August 2009
Skills
Corporate Finance, Asset Allocation, Emerging Markets, Due Diligence, Investment Strategies, Mutual Funds, Analysis, Bloomberg, Derivatives, Equities, Equity Research, Finance, Financial Analysis, Investments, Microsoft Excel, Trading
Education
Bentley University 2008 — 2012
BS, Finance
London School of Economics and Political Science 2010 — 2010
Financial Markets, Business Analysis & Valuation
Northeast Broking services July 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.) January 2012 - July 2012
John Hancock Life Insurance Company (U.S.A.) July 2011 - December 2011
John Hancock Life Insurance Company (U.S.A.) January 2011 - July 2011
John Hancock Life Insurance Company (U.S.A.) July 2010 - December 2010
Hughey Center for Financial Services September 2009 - May 2010
Fidelity Investments June 2009 - August 2009
Skills
Bloomberg, Capital IQ, Economics, Investments, Portfolio Management, Macroeconomics, Microsoft Office, Financial Risk..., Fixed Income Analysis, Trading
Education
The Indian School of Business 2013 — 2014
Post graduate programme in management, MBA
Bentley University 2006 — 2010
BSc, Economics-Finance
The International School of Bangalore 2004 — 2006
Gitanjali
Citi August 2014 - Present
Citi June 2013 - August 2013
Providence Equity Partners November 2009 - August 2012
Ernst & Young June 2005 - November 2009
Hughey Center for Financial Services 2005 - 2006
Education
University of Michigan 2012 — 2014
Master of Business Administration (MBA)
Bentley University 2002 — 2006
Bachelors, Finance