IMCA Capital
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IMCA Capital Employees
Reliant Services Group, LLC September 2011 - Present
PGM Commercial, Inc. July 2009 - Present
IMCA Capital July 2009 - August 2011
CAPNET FINANCIAL May 2006 - July 2009
Skills
Great Communication..., Fluent in Spanish, Great Team Player, Experienced Leader-..., Organized, Creative- Able to find..., Decisiveness, Many Years of Business..., Experienced in..., Experienced in many CRM..., Outlook, Finance, Financial Analysis, Loans, Customer Service, Credit, Sales, Team Leadership, Funding, Teamwork, Sales Management, Sales Operations, Organizational..., Leadership, Salesforce.com, Strategic Financial..., Factoring, Marketing, Banking, Credit Analysis, Executive Management, Risk Management, Financial Services, Asset Based Lending, Working Capital..., Portfolio Management, Commercial Finance, Financial Planning
Education
Cal State San Marcos 2004 — 2006
bachelors, social science/ economics
Southwest Highschool 1997 — 2000
IMCA Capital July 2015 - Present
American Capital January 2015 - Present
Balboa Capital April 2013 - January 2015
Skills
Customer Service, Mental Health, Data Entry, Financial Services, Phone Etiquette, Inventory Management, Critical Thinking, Food & Beverage, Healthcare, Telephone Skills, Time Management, Medical Records, Cashiering, PowerPoint, Microsoft Word, Victim Advocate, Food Service, Cooking, Customer Satisfaction, Restaurants, Sales, Cash Handling Experience, Teamwork, Microsoft Office, Listening to customers
Education
California State University-Long Beach 2008 — 2013
Bachelor of Science (B.S.), Psychology
Eastern Mediterranean University 2011 — 2011
Bachelor of Science (BS), Psychology
Quick Bridge Funding October 2014 - Present
Quick Bridge Funding September 2013 - October 2014
Pacific Capital Companies LLC April 2012 - July 2013
IMCA Capital April 2009 - April 2012
CapNet Financial Services August 2008 - April 2009
CapNet Financial Services June 2005 - August 2008
Skills
Sales, Management, Asset Management, Credit, Sales Management, Microsoft Excel, Marketing, Budgets, Customer Service, Risk Management, Leadership, Banking, Financial Analysis, Securities, Strategic Planning, Financial Services, Finance, Investments
Education
University of California, Riverside 2001 — 2005
Bachelor of Arts (B.A.), Political Science, Law & Society
IMCA Capital July 2015 - Present
Nike September 2014 - July 2015
In State Angels October 2013 - June 2014
UBS July 2013 - September 2013
Hoffman Construction June 2011 - September 2011
Windermere Real Estate August 2008 - June 2010
Skills
Finance, Business Economics, Microsoft Excel, Business Analysis, Statistics, Microsoft Word, Mathematics, Multivariable Calculus, SAP, Tableau
Education
University of Oregon 2010 — 2014
Business Administration, Finance
DoubleDutch April 2015 - Present
IMCA Capital December 2014 - March 2015
UC San Diego January 2012 - June 2014
North San Diego Business Chamber (Previously San Diego North Chamber of Commerce) June 2013 - September 2013
Long Beach Swim Club June 2012 - September 2012
City of Long Beach July 2008 - June 2011
Skills
Data Analysis, SPSS, Economics, Econometrics, Statistics, Public Speaking, Microsoft Office, Teaching, Research, Stata, Mandarin Chinese, Microsoft CRM, Microeconomics, MATLAB, Analysis, Microsoft Excel
Education
UC San Diego 2010 — 2014
Bachelor of Science (B.S.), Joint Mathematics and Economics
Huntington Beach High School 2006 — 2010
UBS Wealth Management March 2015 - Present
IMCA Capital June 2014 - January 2015
UCLA June 2013 - June 2014
Anschutz Entertainment Group Worldwide February 2013 - June 2013
Dallas Cowboys July 2012 - August 2012
Chivas USA May 2012 - July 2012
JazzReggae Festival November 2011 - June 2012
RuffaloCODY September 2010 - December 2011
Green Thumb Nursery June 2011 - August 2011
Skills
Event Planning, Social Media, Public Speaking, Marketing, Fundraising, Facebook, PowerPoint, Customer Service, Research, Microsoft Office, Social Networking, Microsoft Excel, Social Media Marketing, Public Relations, Microsoft Word
Education
University of California, Los Angeles 2010 — 2014
Bachelor of Arts (BA), Economics with Minor in Global Studies
Adolfo Camarillo High School 2006 — 2010
IMCA Capital July 2015 - July 2015
Chestnut Hill Travel June 2014 - August 2014
Boston University May 2014 - August 2014
Happily Organised October 2013 - November 2013
RHB Bank June 2013 - August 2013
Tanglin Trust School January 2010 - January 2011
Skills
Research, Social Media Marketing, Social Networking, Public Relations, Microsoft Word, Business Relationship..., Business Development, Marketing, Professional Organizing, Time Management, Business Strategy, Strategic Planning, Marketing Strategy, PowerPoint, Credit Risk, Statistical Data..., Database Management, Workflow Management, CRM, Email Marketing, Integrated Marketing, Risk Assessment, Risk Management, Microsoft Excel, Teamwork, Facebook, Data Analysis, Communication, HTML, CSS, Web Development, Relationship Building
Education
Boston University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Tanglin Trust School 2007 — 2011
International Baccalaureate Diploma, 40/45 points awarded
Superior Legal Recruiting December 2014 - Present
IMCA Capital January 2014 - December 2014
Capital Group May 2013 - January 2014
Warner Bros. Entertainment Group of Companies June 2012 - August 2012
Bender/Helper Impact September 2011 - December 2011
Skills
Recruiting, Human Resources, Talent Acquisition, Corporate Communications, Internet Recruiting, Digital Media, Media Outreach, Strategic Communications, Creative Direction, Internal Communications, Newsletters, Sourcing, Leadership, College Recruiting, Appointment Scheduling, BrassRing, Crisis Communications, Community Outreach, Editing, Talent Management, Employee Relations, Resume Writing, Leadership Development, Organizational..., Employee Benefits, Applicant Tracking..., Screening Resumes, HR Policies, Strategic HR, Strategic Human..., Management, Onboarding, Interviews, Social Networking, Microsoft Office, Temporary Placement, Executive Search, Hiring
Education
Mount Saint Mary's University 2011 — 2013
Bachelor of Arts, English Literature & Creative Writing
IMCA Capital September 2015 - Present
Skills
Microsoft Excel, Financial Modeling, Strategic Planning, Finance, Microsoft Office, Management, Leadership, Banking, Risk Management, Analysis, Financial Analysis, Process Improvement, Mergers & Acquisitions, Strategic Financial..., Business Planning, Financial Planning, Marketing Strategy, Sales
Education
California State University-Northridge 2004 — 2007
Bachelor of Science, Accountancy
IMCA Capital August 2015 - Present
Enterprise Rent-A-Car January 2015 - May 2015
Local Lawyer Guide September 2014 - December 2014
Cherry Hills Country Club April 2014 - August 2014
Alpha Sigma Phi Fraternity January 2013 - June 2013
Alpha Sigma Phi Fraternity May 2012 - December 2012
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Leadership, Social Networking, Event Planning, Event Management, Teamwork, Fundraising, Time management, Marketing strategy, Customer Service, Sales, Time Management, Social Media
Education
Arizona State University 2011 — 2015
Bachelor's Degree, Communication- W.P. Carey School of Business
IMCA Capital August 2015 - Present
Synergon Investments LLC May 2012 - Present
Lincoln Club of Orange County May 2014 - September 2014
Drama Fever May 2012 - September 2012
Abercrombie & Fitch July 2012 - August 2012
Boys and Girls Clubs of America May 2012 - August 2012
Her Campus Media January 2011 - January 2012
Skills
Financial Accounting, Media Marketing, Mandarin, Leadership, Translation, English, Marketing, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Editing
Education
Claremont McKenna College 2012 — 2015
Bachelor of Science (BS), Economics-Accounting, Sequence in Finance
연세대학교 / Yonsei University 2013 — 2013
Study Abroad, Economics
Mount Holyoke College 2011 — 2012
Bachelor of Arts (BA), Economics
Bain & Company August 2014 - Present
ZEFR June 2013 - August 2013
Activision May 2012 - August 2012
IMCA Capital May 2011 - August 2011
Afric Xpress Ghana Limited July 2009 - August 2009
Skills
Entrepreneurship, Spanish, PowerPoint, Photoshop, Research, Microsoft Office, Word, Writing, Microsoft Word, Social Media, Business Development, Social Media Marketing, Facebook, Marketing Strategy, Social Networking
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Philosophy, Politics & Economics
London School of Economics and Political Science, U. of London 2011 — 2011
Summer Program
Numis Financial September 2014 - Present
IMCA Capital January 2014 - September 2014
Skills
Photoshop, HTML, C, Finance, Teamwork, Analysis, Financial Modeling, PowerPoint, Microsoft Excel, Financial Analysis, Risk Management
Education
California State University, Los Angeles - College of Business and Economics 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance with minor in Accounting
IMCA Capital August 2015 - September 2015
Debevoise & Plimpton October 2013 - May 2015
Kevin G. Byrnes 2012 - 2012
Avnet Electronics Marketing May 2011 - August 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Event Planning, Marketing, PowerPoint, Research, Data Analysis, Business Development
Education
Princeton University 2009 — 2013
Bachelor of Arts (B.A.) with Highest Honors, Economics, Certificate in Political Economy
The Hockaday School 2005 — 2009
High School
IMCA Capital August 2015 - Present
CrowdOx July 2015 - August 2015
DialSource May 2015 - July 2015
UC Davis November 2012 - June 2015
Tandem Properties, Inc. June 2014 - May 2015
UC Davis Campus Recreation and Unions September 2013 - April 2015
Tense Taiwan December 2014 - December 2014
UC Davis Campus Recreation and Unions October 2012 - September 2013
Tense Wooden Watches July 2013 - August 2013
ReMax Gold, Northern California September 2012 - December 2012
Skills
Recruiting, Sales, Customer Service, Marketing, Microsoft Office, Social Media, Public Speaking, Time Management, Data Entry, Event Planning, Leadership, Advertising, Management, Facebook, Teamwork, Research, Social Networking, Social Media Marketing
Education
UC Davis 2011 — 2015
Bachelor’s Degree, Economics
South High School 2007 — 2011
Beachbody August 2013 - Present
IMCA Capital February 2013 - April 2013
Starbucks February 2008 - December 2012
ViaTRON Systems Inc May 2007 - August 2007
Harborside Construction, Inc. September 2006 - May 2007
Skills
Leadership, Communication, Customer Service, Teamwork, Retail Sales Experience, Writing, Mathematics, Multi Tasking, Organization, PowerPoint, Microsoft Office, Microsoft Word, Sales Operations, Microsoft Excel, Time Management, Customer Satisfaction, Data Entry, Critical Thinking, Sales, Telephone Skills, Coaching, Training, Research
Education
California State University-Long Beach 2011 — 2013
Bachelor of Arts (B.A.), English
El Camino College 2007 — 2010
Bishop Montgomery High School 2002 — 2006
Diploma
IMCA Capital May 2015 - Present
AXA Advisors December 2013 - March 2014
China Minsheng Banking Corp.ltd August 2013 - September 2013
Tawa Supermarket, Inc. November 2006 - January 2011
Skills
SOA Exams: P (Passed),..., Computer Skills:..., Language Capability:..., Training, Management, Marketing, Matlab, Microsoft Excel, Data Analysis, Statistics, Microsoft Office, SQL
Education
University of California, Los Angeles 2012 — 2014
Bachelor of Science (B.S.), Statistics, Major GPA 3.7/4.0
Security Search and Consulting, Inc. 2014 - Present
ValleyCrest Companies 2014 - 2014
IMCA Capital 2012 - 2014
Aveda Institute Los Angeles 2008 - 2012
Valley Village 2001 - 2008
Valley Village 1999 - 2001
Skills
Talent Acquisition, Full Cycle Recruiting, Talent Management, Employee Relations, Applicant Tracking..., Leadership, Human Resources, Onboarding, Employee Benefits, HRIS, Benefits Administration, College Recruiting, Performance Management, Organizational..., Technical Recruiting, Strategic Planning, Salary Negotiation, Screening, Recruitment Advertising, Contract Recruitment, Jobvite, Bullhorn, MaxHire, PeopleSoft, Payroll, FMLA, CFRA, OSHA, FLSA,..., Software Engineering, Start-ups, Policy and Procedure..., State and Federal..., Workers Compensation, Payroll Administration, Safety Program Design..., Department Budgeting, Company Handbook..., Vendor Management, Compensation Management
Education
State University of New York at Buffalo
Bachelor of Arts (B.A.), Psychology
IMCA Capital July 2015 - Present
IMCA Capital October 2014 - Present
Ameriprise Financial Services, Inc. February 2013 - June 2014
Bentley University January 2013 - May 2014
City Year August 2011 - June 2012
Collegiate Entrepreneurs September 2009 - June 2010
Skills
Program Management, SPSS, Personal Finance, Data Analysis, Microsoft Office, Entrepreneurship, Customer Service, Nonprofits, Microsoft Excel, Fundraising, Training, Social Media, Access, Grant Writing, SAP, Bloomberg Terminal, Morningstar, Salesforce.com, FactSet, Share Class Analyzer, Insurance Reprojections
Education
Bentley University
Bachelor of Applied Science (BASc), Finance
Quest Nutrition November 2013 - Present
IMCA Capital May 2013 - November 2013
Lauchpad Communications June 2007 - May 2012
LaunchPad Communications February 2002 - June 2007
Skills
Sales Management, Change Leadership, Sales Agent Development, Sales Skills Training, Organizational..., Public Speaking, Employee Management, Procedure Development, Interdepartmental..., New Business Development, Outsourcing, Efficiency Improvement, Data Analysis, Performance Improvement, Selling Skills, Customer Service, Quality Assurance, Change Management, Sales, Training, Process Improvement
Education
Bowling Green State University
Bachelor of Arts and Communications
IMCA Capital January 2012 - Present
Skills
Loans, Finance, Venture Capital, Due Diligence, Management Consulting, Management, Entrepreneurship, Portfolio Management, Marketing, Investments, Strategic Planning, Recruiting, Credit, Mergers & Acquisitions, Strategy, Consulting, Real Estate, Small Business
Education
Stanford University Graduate School of Business 2009 — 2011
MBA, Finance; New Venture Management
San Diego State University-California State University 2002 — 2005
ADVERTISING, COMMUNICATION, BUSINESS MANAGEMENT
Viacom June 2015 - Present
IMCA Capital September 2014 - January 2015
Newport Beach Film Festival September 2013 - May 2014
Tommy Alastra Productions (Tap Inc.) May 2013 - August 2013
Seven Valleys Realty June 2012 - August 2013
PANDORA A/S June 2010 - August 2010
Skills
Facebook, Social Networking, Social Media Marketing, Social Media, Public Relations, Event Planning, Creative Writing, Microsoft Office, PowerPoint, Customer Service, Public Speaking, Microsoft Excel, Marketing Communications, Microsoft Word, Research, Editing, Teamwork, Press Releases, English, CRM, Hiring, Sales, Small Business..., Account Management, B2B, Lead Generation, Marketing Strategy, Negotiation, Outlook, Quantitative Research, Market Research, Time Management, Yoga
Education
Chapman University 2010 — 2014
Bachelor of Arts (BA), Communication, General
Suffolk University of Madrid, Spain
Communication and Media Studies
Lux Associates- Phoenix, Inc. August 2015 - Present
IMCA Capital May 2015 - August 2015
Balboa Capital August 2013 - May 2015
Stein Mart May 2012 - September 2012
Charming Charlie May 2012 - August 2012
Riverwood Mansion May 2010 - July 2011
Lebanon High School Marching Band July 2009 - July 2011
Skills
Sales, Recruiting, Customer Service, Human Resources, Titling, Speech, Funding, Commercial Insurance, Microsoft Office, Presidency, Research, Report Writing, Ballroom Dance, Rowing, General Instructor, Leadership, Public Speaking, Marketing
Education
Arizona State University 2011 — 2013
Bachelor of Science, Biological Science
Middle Tennessee State University 2009 — 2011
Biology, focus in Physiology
IMCA Capital September 2015 - Present
North American Representative Office of Shenzhen, P.R. China March 2015 - Present
University of Southern California August 2013 - December 2014
METRANS, Transportation Research Center, USC February 2013 - December 2014
FXCM July 2014 - August 2014
City of Los Angeles (Department of Transportation) May 2013 - October 2013
AIA June 2012 - July 2012
Nanjing Quancheng Transportation Planning and Design Consulting Limited Company April 2012 - April 2012
Education
University of Southern California 2012 — 2015
Master of Science (MS), Transportation Engineering / Financial Engineering, 4.0/4.0
Southeast University, Nanjing, China 2008 — 2012
Bachelor of Engineering (B.E.), Transportation Engineering, 3.2/4.0
IMCA Capital August 2004 - Present
Prime Marketing July 2012 - September 2014
Kava Residuals, LLC June 2009 - June 2014
IM CAPITAL ACCESS July 2010 - November 2013
CapNet Financial Services, Inc. January 2005 - December 2008
Balboa Capital August 1999 - August 2004
Skills
Management Consulting, Marketing, Investments, Leadership, Management, Private Equity, Strategic Partnerships, Social Media, Commercial Finance, Executive Management, New Business Development, Corporate Law, Advertising, Strategic Planning
Education
University of Arizona 1995 — 1999
BA, Marketing and Finance
The Webb Schools 1991 — 1995
IMCA Capital December 2014 - Present
IMCA Capital August 2014 - December 2014
Luxury Attaché January 2014 - July 2014
Cornell University August 2013 - January 2014
Cornell University October 2013 - December 2013
Canyon Ranch Resort May 2012 - August 2012
Apollo Grill February 2008 - December 2011
Skills
Hospitality, Public Relations, Entrepreneurship, Social Media Marketing, Market Research, Marketing Communications, Sales, Leadership, Recruiting, Human Resource..., Social Media, Event Planning, Public Speaking, Management, Integrated Marketing, Marketing, Advertising, Intercultural..., Employee Wellness..., Sales Growth, Sales Process, Financial Recruiting, Salesforce.com, Small Business..., SMB Sales, Capital Equipment, Working Capital Control, Employee Relations, Employee Training, Employee Handbooks, Hospitality Law, French, Mandarin, International Marketing, Integrated Marketing..., Employee Engagement, Research, Customer Service, Talent Acquisition
Education
Cornell University 2011 — 2014
Bachelor of Science (BS), Hospitality Administration/Management; Marketing Concentration
University of California, Berkeley 2013 — 2013
Mandarin Chinese Summer Intensive 10 Credit Completion, Chinese Language and Literature, 3.3
Moravian Academy 2001 — 2010
IMCA Capital June 2015 - Present
Phoenix Suns, Phoenix Mercury and Arizona Rattlers August 2014 - May 2015
Swimming Canada 2008 - 2008
Skills
Sports, Sports Marketing, Leadership, Event Planning, Sports Management, Public Speaking, Coaching, Social Networking, Time Management, Teamwork, Customer Service, Microsoft Office, Social Media, Marketing Strategy, Management
Education
University of Iowa 2012 — 2014
Bachelor of Arts (B.A.), Sports Studies Major, Communications Studies Minor
University of Arizona 2010 — 2012
Journalism and Sports Management Background
IMCA Capital July 2015 - Present
UBS April 2014 - July 2014
UBS October 2012 - March 2013
Merrill Lynch May 2012 - August 2012
Spectrum Athletic Clubs January 2011 - September 2011
Skills
PowerPoint, Microsoft Excel, Finance, Microsoft Word, Microsoft Office, Access, Marketing, Market Research, Bloomberg Terminal, Wealth Management..., Cold Calling Experience, Equities, Alternative Investments, Financial Analysis, Investments, Public Speaking, Research, Social Media
Education
Fordham University
Bachelor’s Degree, Finance and Alternative Investments
Loyola High School of Los Angeles
High School Diploma
Tennis Warehouse January 2015 - Present
California Polytechnic State University January 2011 - December 2014
IMCA Capital July 2014 - September 2014
Kim Grant Tennis Academy June 2013 - September 2013
Progressive Enterprises Limited April 2007 - November 2009
Skills
SPSS, Leadership, Microsoft Excel, PowerPoint, Access, Tennis, Fundraising, Public Speaking, Customer Service, Google Adwords, Minitab, Microsoft Word, JMP, Online Marketing, Customer Retention, Time Management, Social Media, Coaching
Education
California Polytechnic State University-San Luis Obispo 2011 — 2014
Bachelor of Applied Science (BASc), Marketing
Westlake Boys High School 2005 — 2009
IMCA Capital November 2014 - March 2015
Skills
Microsoft Excel, Microsoft Office, Customer Service, Management, Research, Project Management, Leadership, Data Analysis, Human Resources, Event Planning
Education
University of California, Los Angeles 2013 — 2015
Bachelor of Arts (B.A.), Political Science and Government
University of California, Los Angeles 2013 — 2015
Bachelor of Arts (B.A.), Minor in Accounting
Horizon Media December 2014 - Present
IMCA Capital August 2014 - October 2014
Cherry Hills Country Club May 2011 - August 2014
Shafer Global Capital Management May 2013 - December 2013
Sigma Phi Epsilon November 2011 - November 2012
Skills
Microsoft Office, Customer Service, Marketing, Management, Budgets, Advertising, Social Networking, PowerPoint, Sales, Entrepreneurship, Microsoft Excel, Social Media Marketing, Event Planning, iWork, Public Speaking, Brand Development, Client Services, Data Analysis, Media Planning, Digital Media, Contract Negotiation
Education
University of Colorado at Boulder 2010 — 2014
Bachelor's Degree, Chinese Studies & International Business Management
Wpromote July 2015 - Present
Wpromote April 2015 - July 2015
IMCA Capital January 2015 - March 2015
Kyocera Communications, Inc. August 2014 - December 2014
NoteVault July 2014 - November 2014
NoteVault May 2014 - July 2014
Nordstrom May 2013 - September 2013
Aztec Recreation Center June 2012 - August 2013
SDSU Basketball September 2011 - February 2013
Sports Authority June 2012 - September 2012
Skills
Marketing, Customer Service, Social Media Marketing, Social Media, Leadership, Sales, Microsoft Office, CRM, Social Networking, Sales Management, Event Planning, Facebook, Marketing Communications, Advertising, Microsoft Excel, Communication, Data Entry, PowerPoint, Microsoft Word, Team Building, Solution Selling, New Business Development, Account Management, Strategic Planning, Negotiation, B2B, Mobile Applications, Integrated Marketing, WordPress, Public Speaking, Digital Media, SPSS, Qualtrics, Web Design, Commercial Finance, Financial Services, Marketing Strategy, Management, Online Marketing, SEO, Google Adwords
Education
San Diego State University-California State University 2010 — 2014
Bachelor's Degree, Integrated Marketing Communications, Graduate
Bahçeşehir University 2013 — 2013
Marketing
Truemetrics February 2014 - Present
IMCA Capital February 2013 - February 2014
Bambooki July 2012 - October 2012
Sunrise’s Donuts June 2004 - June 2012
Skills
ShufflePoint, Google Analytics, Microsoft Excel, Social Media, Microsoft Office, Marketing, PowerPoint, CRM, Marketing Strategy, Outlook, Teamwork, Team Leadership, Microsoft Word, Sales, Advertising, Customer Service, Time Management, Photoshop, google, WordPress
Education
California State Polytechnic University-Pomona 2008 — 2011
Business Adminstration
California State Polytechnic University
Bachelor of Science
Glendale Community College
IMCA Capital May 2015 - Present
Balboa Capital Corporation June 2002 - May 2015
Balboa Capital Corporation June 1999 - June 2002
Balboa Capital Corporation June 1997 - June 1999
Skills
Equipment Leasing, Tax Benefits of Leasing, Business Development, Finance, Credit Analysis, Small Business Lending, Commercial Lending, Working Capital...
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 1997
Finance and Sports Marketing, Finance and Sports Marketing
IMCA Capital July 2013 - Present
Zintro Inc. January 2013 - May 2013
NSHMBA Brandeis September 2011 - May 2013
Wanderu, Inc October 2012 - December 2012
TrustFort LLC June 2012 - August 2012
Boston Business Concepts Inc. May 2012 - June 2012
Brandeis University December 2011 - May 2012
ALPFA Brandeis September 2011 - May 2012
Alpha Phi Omega National Service Fraternity December 2010 - May 2011
University of the Pacific May 2010 - May 2011
Skills
Bloomberg Terminal, Stata, Accounting, Finance, Microsoft Office, Customer Service, Spanish, Cantonese, CapitalIQ, Sales, Marketing, Investments, Corporate Finance, Hoovers, Market Research, Microsoft Excel, Financial Analysis, QuickBooks, Capital IQ, Event Planning, Bloomberg, Business Planning, Budgets, Fundraising, Strategy, Time Management, Credit Analysis, Credit Risk, Tax Analysis, Microsoft Dynamics CRM, Social Media, Teamwork, Marketing Strategy
Education
Brandeis International Business School 2011 — 2013
Masters of Arts, International Economics and Finance
University of the Pacific 2007 — 2011
Bachelor of Science, Business Administration; Accounting and Finance
Elvel School 1994 — 2007
Bachillerato en Ciencias y Letras
It's Just Lunch July 2010 - Present
IMCA Capital November 2009 - November 2010
Elite Personal Search November 2007 - June 2008
Heartbeat of America Hosted by William Shatner January 2007 - January 2008
Mantra Films January 2002 - January 2006
National Satellite, Inc. Production Media Servies January 2004 - December 2004
Fox Television August 1990 - September 1991
Vin Di Bona Productions January 1990 - August 1990
Skills
Event Planning, Sales, Public Speaking, Coaching, Entertainment, Customer Service, Acting, Social Media, TV News Production, Singing, Matchmaking, Radio, Editing, New Business Development, Television, Social Networking, B2B, Social Media Marketing, Event Management, Interviews, Marketing Strategy, Team Building, Entrepreneurship, Advertising
Education
California State University-Long Beach
Bachelor's Degree, Theatre Arts
IMCA Capital September 2015 - Present
LPL Financial June 2015 - September 2015
UCLA Diversity Project June 2013 - June 2015
Hard Rock Hotel & Casino Las Vegas January 2015 - May 2015
LPL Financial June 2011 - March 2015
Camp Wise July 2014 - August 2014
Santa Monica College: Psychology Club June 2013 - January 2014
TEEN LINE January 2013 - March 2013
Skills
Facebook, Community Outreach, Adolescents, Social Networking, Psychology, Research, Data Analysis, Editing, Fundraising, Marketing, Photoshop, Social Media Marketing, Public Relations, Writing, Blogging, Nonprofits, Customer Service, Management
Education
University of California, Los Angeles 2014 — 2016
Bachelor's Degree, Sociology
The London School of Economics and Political Science (LSE) 2015 — 2015
Business and Management
Santa Monica College 2012 — 2014
Associate's Degree, Liberal Arts: Social and Behavioral Sciences
Milken Community High School 2007 — 2011
High School Diploma
IMCA Capital July 2015 - Present
Northwestern Mutual 2013 - Present
MyGolfSpy.com May 2012 - January 2014
HFP Capital Markets LLC October 2012 - January 2013
St. Augustine Federal Credit Union April 2012 - December 2012
Bethex Federal Credit Union December 2011 - December 2012
Skills
Bloomberg Terminal, Economics, Microsoft Excel, Research, Investments, PowerPoint, Financial Modeling, Finance, MPT Statistics, Brinson Attribution..., Microsoft Word, Microsoft Office, Financial Analysis, Bloomberg, Facebook, Statistics, Outlook, Social Media, Data Analysis, Blogging, Corporate Finance, Time Management, Accounting, Analysis, Leadership, Teamwork, Public Speaking, Social Networking, Sales, Writing, Financial Planning, Insurance, Access
Education
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Fordham University, Gabelli School of Business 2011 — 2015
Bachelor of Science, Finance
Talener August 2015 - Present
IMCA Capital June 2015 - August 2015
State Street June 2014 - August 2014
MyGradPad January 2014 - June 2014
Massachusetts Youth Soccer Association May 2012 - August 2012
Massachusetts Youth Soccer Association 2007 - 2009
Skills
Microsoft Excel, Social Media, Microsoft Word, Management, Microsoft Powerpoint, Leadership, Teamwork, Interpersonal..., PowerPoint, Project Management, Microsoft Outlook, Event Management, Time Management
Education
Colgate University 2011 — 2015
Bachelor of Arts (B.A.), Sociology
IMCA Capital July 2015 - Present
Balboa Capital June 1999 - July 2015
Skills
Small Business Lending, Business Development, Sales, Sales Management, Commercial Lending, Banking, Credit, Cold Calling, Portfolio Management, Direct Sales, Loan Origination, Credit Analysis, New Business Development, Sales Process, Strategic Planning, Loans, Marketing, Relationship Management, Account Management, Negotiation, Commercial Banking, Selling, Finance, Salesforce.com, Team Building, Customer Service, Financial Analysis, Underwriting
Education
Arizona State University 1994 — 1999
Business, Sales / Marketing
Arizona State University - W. P. Carey School of Business 1994 — 1999
IMCA Capital July 2011 - Present
CoBe Capital June 2010 - July 2010
Magnify.net 2009 - 2009
Unicredit 2008 - 2008
Education
Columbia University in the City of New York 2007 — 2011
BA, Economics, Art History
VeeBorn 2013 - Present
Vidirectory.com 2012 - Present
IMCA Capital 2012 - 2012
Project Sea Greene January 2011 - 2012
Skills
Social Media, Video Production, Digital Media, Television, Digital Strategy, Social Media Marketing, Online Advertising, Marketing Strategy, Advertising, Online Marketing
Education
Brown University
Film
IMCA Capital 2012 - Present
Park West Gallery 2010 - 2012
Skills
Social Media, Microsoft Office, Public Speaking, Event Planning, Research, Social Networking, Marketing, Nonprofits, Fundraising, Customer Service
Education
Boston College 2006 — 2010
Bachelors, History, English
Boston College
Bachelor's degree
IMCA Capital May 2015 - Present
Balboa Capital July 2012 - May 2015
Big 5 Sporting Goods May 2007 - February 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Sales, PowerPoint, Leadership, Microsoft Word, Account Management, Time Management, Teamwork, Outlook, Customer Satisfaction, New Business Development, Marketing
Education
University of Arizona 2006 — 2010
Bachelor of Science (B.S.), Agribusiness Economics and Management
IMCA Capital April 2015 - Present
Balboa Capital July 2014 - Present
Skills
Business Development, Direct Sales, Salesforce.com, Sales Process, Portfolio Management, Negotiation, Marketing Strategy, Financial Analysis, Finance, Credit, Corporate Finance, Cold Calling
Education
Arizona State University 2012 — 2014
IMCA Capital May 2014 - August 2014
New Jersey Fencing Alliance (NJFA) June 2013 - August 2013
Livingston Prep June 2013 - August 2013
Rutgers University June 2012 - August 2012
Skills
Customer Service, HTML 5, Advanced CSS, Java, Python, R, Matlab, Mandarin, Spanish, CSS
Education
Princeton University 2013 — 2017
Bachelor's Degree in Science and Engineering, Computer Science
Livingston High School 2009 — 2013
High School