Independent Investor
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Independent Investor Employees
Employee
Years
Job
Industry
Darshil Patel Darshil Patel's Independent Investor Experience January 2009 - Present
Job Independent Securities Trader
Industry Financial Services
Experience
Independent Investor January 2009 - Present
Dunkin Donuts September 2012 - June 2013
Angel Broking June 2012 - August 2012
Skills
Bloomberg Terminal, Portfolio Management, Financial Analysis, Financial Market..., Java, C++, Equity Trading, FX trading, Quantative Analysis, Technical Analysis, Stock Trading, Fundamental Analysis, Microsoft Excel, Microsoft Office, Equity Research, Options Strategies, Risk Arbitrage, Statistical Arbitrage, Trading, Fixed Income, Credit Analysis, Futures Trading, Electronic Trading, Credit Risk, Corporate Finance, Investment Banking, Financial Modeling, Market Risk, Emerging Markets, Capital Markets, Hedge Funds, M&A analysis, DCF Valuation
Education
Drexel University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Junior
Drexel University 2012 — 2016
Bachelor of Science (B.S.), Computer Software Engineering
Temple University - Fox School of Business and Management 2011 — 2012
Finance and Computer Science
Independent Investor January 2009 - Present
Dunkin Donuts September 2012 - June 2013
Angel Broking June 2012 - August 2012
Skills
Bloomberg Terminal, Portfolio Management, Financial Analysis, Financial Market..., Java, C++, Equity Trading, FX trading, Quantative Analysis, Technical Analysis, Stock Trading, Fundamental Analysis, Microsoft Excel, Microsoft Office, Equity Research, Options Strategies, Risk Arbitrage, Statistical Arbitrage, Trading, Fixed Income, Credit Analysis, Futures Trading, Electronic Trading, Credit Risk, Corporate Finance, Investment Banking, Financial Modeling, Market Risk, Emerging Markets, Capital Markets, Hedge Funds, M&A analysis, DCF Valuation
Education
Drexel University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Junior
Drexel University 2012 — 2016
Bachelor of Science (B.S.), Computer Software Engineering
Temple University - Fox School of Business and Management 2011 — 2012
Finance and Computer Science
Benjamin B. Shook's Independent Investor Experience April 2012 - June 2014
Job Music Professional, Guitar Performance/Guitar Player
Industry Music
Experience
Self Employed Musician and Private Instructor 2010 - Present
Independent Investor April 2012 - June 2014
Sprouts Farmers Market June 2013 - August 2013
GNC June 2011 - July 2012
Skills
Music Theory, Music Performance, Music Pedagogy, Sight Reading, Jazz Improvisation, Music Production, Composition, Guitarist, Jazz, Rock, Performing, Guitar Playing, Rock Music, Music, Guitar, Music Education
Education
The University of Texas at Arlington
Bachelor’s Degree, Music: Jazz studies, 4.0, Summa cum Laude
Plano East Senior High School
High School
Self Employed Musician and Private Instructor 2010 - Present
Independent Investor April 2012 - June 2014
Sprouts Farmers Market June 2013 - August 2013
GNC June 2011 - July 2012
Skills
Music Theory, Music Performance, Music Pedagogy, Sight Reading, Jazz Improvisation, Music Production, Composition, Guitarist, Jazz, Rock, Performing, Guitar Playing, Rock Music, Music, Guitar, Music Education
Education
The University of Texas at Arlington
Bachelor’s Degree, Music: Jazz studies, 4.0, Summa cum Laude
Plano East Senior High School
High School
James Ranes James Ranes's Independent Investor Experience January 2013 - December 2013
Job Independent Investment Management Professional
Industry Investment Management
Experience
Independent Investor January 2013 - December 2013
Bank of America 2004 - 2008
Burza Resources Ltd. Calgary, Alberta, Canada July 1986 - June 1989
Woodward & Dickerson Inc. June 1984 - June 1986
Skills
Portfolio Management, Credit Analysis, Banking, Management, Finance, Investments, Retail Banking, Consumer Lending, Commercial Banking, Customer Service
Education
Pepperdine University 1979 — 1980
MBA, Economics, Finance, Marketing
Arizona State University 1962 — 1966
Bachelor's degree, Applied and Life Sciences
Independent Investor January 2013 - December 2013
Bank of America 2004 - 2008
Burza Resources Ltd. Calgary, Alberta, Canada July 1986 - June 1989
Woodward & Dickerson Inc. June 1984 - June 1986
Skills
Portfolio Management, Credit Analysis, Banking, Management, Finance, Investments, Retail Banking, Consumer Lending, Commercial Banking, Customer Service
Education
Pepperdine University 1979 — 1980
MBA, Economics, Finance, Marketing
Arizona State University 1962 — 1966
Bachelor's degree, Applied and Life Sciences
Reggie Lajoux Reggie Lajoux's Independent Investor Experience September 2011 - Present
Job Experienced Global /National Account Sales Professional Open to New Opportunities
Industry Logistics and Supply Chain
Experience
Independent Investor September 2011 - Present
FedEx Services April 2000 - September 2011
FedEx Express April 1994 - March 2000
FedEx Express April 1990 - March 1994
Emery Worldwide May 1981 - September 1989
Skills
Logistics, Negotiation, Problem Solving, Transportation, Supply Chain, Contract Negotiations, Account Management, Customer Relations, Team Leadership, Business Strategy, Strategic Thinking, Contract Negotiation, New Business Development, Shipping, Freight, Sales, Transportation..., LTL, Supply Chain Management, Leadership, Sales Management, CRM, Customer Service, International Logistics, International Sales, Reverse Logistics, Customer Satisfaction, Business Development, Strategy, Management, Solution Selling, Business Planning, Sales Operations, Program Management, Air Freight, Pricing, Project Planning, 3PL, Marketing Strategy
Education
Manhattan College
Bachelor of Science
Independent Investor September 2011 - Present
FedEx Services April 2000 - September 2011
FedEx Express April 1994 - March 2000
FedEx Express April 1990 - March 1994
Emery Worldwide May 1981 - September 1989
Skills
Logistics, Negotiation, Problem Solving, Transportation, Supply Chain, Contract Negotiations, Account Management, Customer Relations, Team Leadership, Business Strategy, Strategic Thinking, Contract Negotiation, New Business Development, Shipping, Freight, Sales, Transportation..., LTL, Supply Chain Management, Leadership, Sales Management, CRM, Customer Service, International Logistics, International Sales, Reverse Logistics, Customer Satisfaction, Business Development, Strategy, Management, Solution Selling, Business Planning, Sales Operations, Program Management, Air Freight, Pricing, Project Planning, 3PL, Marketing Strategy
Education
Manhattan College
Bachelor of Science
Tim Foxe Tim Foxe's Independent Investor Experience 2011 - Present
Job Managing Direction / President / CEO driving Financial Services Business Success
Industry Investment Management
Experience
Independent Investor 2011 - Present
Deutsche Bank Securities, Inc. 2009 - 2011
Deutsche Bank Securities, Inc. 2007 - 2008
Deutsche Bank Securities, Inc. 2005 - 2007
Deutsche Bank Securities, Inc. 2004 - 2005
Norfolk Markets, LLC 2001 - 2004
Merrill Lynch (Asia Pacific) Limited 1997 - 1998
General Re Securities Corporation 1993 - 1996
General Re Financial Products Corp. & General Re Corporate Finance, Inc. 1990 - 1996
JP Morgan Chase Bank (formerly Manufacturers Hanover Bank) 1988 - 1990
Skills
Capital Markets, New Business Development, Derivatives, Structured Products, Team Building, Fixed Income, Investment Management, Product Development, Alternative Investments, Equities, Hedge Funds, Swaps, Equity Derivatives, Structured Finance, Options, Trading, Asset Management, Investments, Portfolio Management, Private Equity, Wealth Management, Financial Services, Securities
Education
Columbia University in the City of New York
Master of Business Administration (MBA), Finance & International Business
Cornell University Graduate School
Master of Engineering (MEng), Engineering Physics
Cornell University
Bachelor of Science (B.S.), Engineering (Engineering Physics / Bioengineering Program)
Independent Investor 2011 - Present
Deutsche Bank Securities, Inc. 2009 - 2011
Deutsche Bank Securities, Inc. 2007 - 2008
Deutsche Bank Securities, Inc. 2005 - 2007
Deutsche Bank Securities, Inc. 2004 - 2005
Norfolk Markets, LLC 2001 - 2004
Merrill Lynch (Asia Pacific) Limited 1997 - 1998
General Re Securities Corporation 1993 - 1996
General Re Financial Products Corp. & General Re Corporate Finance, Inc. 1990 - 1996
JP Morgan Chase Bank (formerly Manufacturers Hanover Bank) 1988 - 1990
Skills
Capital Markets, New Business Development, Derivatives, Structured Products, Team Building, Fixed Income, Investment Management, Product Development, Alternative Investments, Equities, Hedge Funds, Swaps, Equity Derivatives, Structured Finance, Options, Trading, Asset Management, Investments, Portfolio Management, Private Equity, Wealth Management, Financial Services, Securities
Education
Columbia University in the City of New York
Master of Business Administration (MBA), Finance & International Business
Cornell University Graduate School
Master of Engineering (MEng), Engineering Physics
Cornell University
Bachelor of Science (B.S.), Engineering (Engineering Physics / Bioengineering Program)
Lee Muse Lee Muse's Independent Investor Experience January 2004 - December 2014
Job Supply Chain Analyst at Highway Two LLC
Industry Investment Management
Experience
Highway Two LLC October 2014 - Present
Highway Two LLC May 2014 - Present
Independent Investor January 2004 - December 2014
CashCall Mortgage Cycling Team March 2010 - March 2014
IntriPlex Technologies August 2009 - February 2010
Janes Capital Partners February 2009 - February 2010
Merrill Lynch August 2008 - December 2008
Wells Fargo Advisors August 2007 - December 2007
Student Investment Fund, University of the Pacific January 2007 - August 2007
Skills
Financial Analysis, Finance, Financial Modeling, Investments, Data Analysis, Valuation, Due Diligence, Strategic Planning, Microsoft Excel, Marketing, Research, Market Research, Inventory Planning, SQL, Supply Chain Management, Purchasing, SAP, Management, Corporate Finance, Investment Strategies, Asset Managment, Alternative Investments, Cycling, Capital IQ, Sports Nutrition, PowerPoint, Thompson One
Education
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2009
Master of Business Administration (MBA), Finance
University of the Pacific - Eberhardt School of Business 2003 — 2007
Bachelor of Science (BS), Business Administration and Finance
Highway Two LLC October 2014 - Present
Highway Two LLC May 2014 - Present
Independent Investor January 2004 - December 2014
CashCall Mortgage Cycling Team March 2010 - March 2014
IntriPlex Technologies August 2009 - February 2010
Janes Capital Partners February 2009 - February 2010
Merrill Lynch August 2008 - December 2008
Wells Fargo Advisors August 2007 - December 2007
Student Investment Fund, University of the Pacific January 2007 - August 2007
Skills
Financial Analysis, Finance, Financial Modeling, Investments, Data Analysis, Valuation, Due Diligence, Strategic Planning, Microsoft Excel, Marketing, Research, Market Research, Inventory Planning, SQL, Supply Chain Management, Purchasing, SAP, Management, Corporate Finance, Investment Strategies, Asset Managment, Alternative Investments, Cycling, Capital IQ, Sports Nutrition, PowerPoint, Thompson One
Education
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2009
Master of Business Administration (MBA), Finance
University of the Pacific - Eberhardt School of Business 2003 — 2007
Bachelor of Science (BS), Business Administration and Finance
Jim McCabe Jim McCabe's Independent Investor Experience 1975 - 1978
Job CEO at Watson Energy Investments
Industry Oil & Energy
Experience
Watson Energy Investments, LLC May 2012 - Present
Founder and Principal of Diamond Energy Services January 2004 - Present
Maverick Energy Group, LTD 2004 - Present
SanAnco Energy Corporation 1981 - 2004
McCabe Petroleum 1979 - 1980
Independent Investor 1975 - 1978
United States Marine Corps 1967 - 1973
Skills
Strategic Planning, Negotiation, Financial Analysis, Microsoft Office, Mergers & Acquisitions, Project Management, Microsoft Word, Real Estate, PowerPoint, Sales, Business Strategy, Microsoft Excel, Customer Service, Accounting, Selling, Management, Team Building, Marketing Strategy, Due Diligence, Budgets, Business Planning, Energy, Contract Negotiation, New Business Development, Marketing, Finance, Entrepreneurship, Business Development, Project Planning, Operations Management, Natural Gas, Petroleum, Executive Management, Gas, Energy Industry, Program Management, Start-ups
Education
Trinity University 1963 — 1967
Bachelor of Arts (B.A.), History
Watson Energy Investments, LLC May 2012 - Present
Founder and Principal of Diamond Energy Services January 2004 - Present
Maverick Energy Group, LTD 2004 - Present
SanAnco Energy Corporation 1981 - 2004
McCabe Petroleum 1979 - 1980
Independent Investor 1975 - 1978
United States Marine Corps 1967 - 1973
Skills
Strategic Planning, Negotiation, Financial Analysis, Microsoft Office, Mergers & Acquisitions, Project Management, Microsoft Word, Real Estate, PowerPoint, Sales, Business Strategy, Microsoft Excel, Customer Service, Accounting, Selling, Management, Team Building, Marketing Strategy, Due Diligence, Budgets, Business Planning, Energy, Contract Negotiation, New Business Development, Marketing, Finance, Entrepreneurship, Business Development, Project Planning, Operations Management, Natural Gas, Petroleum, Executive Management, Gas, Energy Industry, Program Management, Start-ups
Education
Trinity University 1963 — 1967
Bachelor of Arts (B.A.), History
Juan Pineda Juan Pineda's Independent Investor Experience 2008 - Present
Job CTO at Hedgy
Industry Semiconductors
Experience
Hedgy -- We're hiring! July 2014 - Present
Jacobs Pineda, Inc. 1995 - Present
Independent investor 2008 - Present
Edgertronic/Sanstreak July 2012 - December 2013
Race engineering West November 2012 - December 2012
Verbling October 2011 - June 2012
Art of Road Racing 2009 - January 2012
Bravara Communications 2000 - 2001
Logician Inc. 1992 - 1995
ISO/WG11 (MPEG committee) 1990 - 1995
Skills
Processors, Python, ASIC, SoC, FPGA, Firmware, Linux, Mobile Devices, Unix, C++, C, Start-ups, MPEG, Java, HTML, Embedded Systems, Physics, Verilog, JavaScript, Ruby on Rails, Node.js, ActionScript, jQuery, MongoDB, Graphics Hardware, Licensing Negotiations, Angel Investing, AngularJS, MeteorJS
Education
Massachusetts Institute of Technology 1972 — 1978
SB, Physics
Brandeis University 1981 — 1982
MS, Physics
Hedgy -- We're hiring! July 2014 - Present
Jacobs Pineda, Inc. 1995 - Present
Independent investor 2008 - Present
Edgertronic/Sanstreak July 2012 - December 2013
Race engineering West November 2012 - December 2012
Verbling October 2011 - June 2012
Art of Road Racing 2009 - January 2012
Bravara Communications 2000 - 2001
Logician Inc. 1992 - 1995
ISO/WG11 (MPEG committee) 1990 - 1995
Skills
Processors, Python, ASIC, SoC, FPGA, Firmware, Linux, Mobile Devices, Unix, C++, C, Start-ups, MPEG, Java, HTML, Embedded Systems, Physics, Verilog, JavaScript, Ruby on Rails, Node.js, ActionScript, jQuery, MongoDB, Graphics Hardware, Licensing Negotiations, Angel Investing, AngularJS, MeteorJS
Education
Massachusetts Institute of Technology 1972 — 1978
SB, Physics
Brandeis University 1981 — 1982
MS, Physics
Emiko Yamashita Emiko Yamashita's Independent Investor Experience August 2004 - Present
Job Property investment, Fix income investment, Currency investment
Industry Investment Management
Experience
Independent Investor August 2004 - Present
Barclays Capital London January 1999 - July 2004
Bankers Trust Co. New York April 1987 - January 1999
Skills
Litigation, Estate Planning, Corporate Governance, Mergers & Acquisitions, Private Equity, Due Diligence, Corporate Law, Bankruptcy, Trusts, Joint Ventures, Legal Research, Litigation Management, Legal Writing, Claim, Product Liability, Corporate Finance, Securities Regulation, Intellectual Property
Education
Gakushuin University 1982 — 1985
Bachelor's degree, Business/Managerial Economics
学習院大学 / Gakushuin University 1982 — 1985
Bachelor's degree
Independent Investor August 2004 - Present
Barclays Capital London January 1999 - July 2004
Bankers Trust Co. New York April 1987 - January 1999
Skills
Litigation, Estate Planning, Corporate Governance, Mergers & Acquisitions, Private Equity, Due Diligence, Corporate Law, Bankruptcy, Trusts, Joint Ventures, Legal Research, Litigation Management, Legal Writing, Claim, Product Liability, Corporate Finance, Securities Regulation, Intellectual Property
Education
Gakushuin University 1982 — 1985
Bachelor's degree, Business/Managerial Economics
学習院大学 / Gakushuin University 1982 — 1985
Bachelor's degree
Jonathan Cleary Jonathan Cleary's Independent Investor Experience April 2007 - May 2008
Job Sr. Accounting Processor
Industry Hospitality
Experience
Red Lobster August 2014 - Present
Orange Lake Resorts June 2014 - July 2014
Marcus & Millichap March 2012 - February 2014
University of South Florida June 2005 - December 2011
Bankes Planning Associates October 2010 - January 2011
University of South Florida Student Government July 2010 - September 2010
Independent Investor April 2007 - May 2008
Loden, Fraze & Associates, PA December 2006 - April 2008
Skills
Access, PowerPoint, Financial Analysis, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Budgets, Public Speaking, Research, QuickBooks, Investments, Finance, Time Management, Leadership, Vlookup, Pivot Tables
Education
University of South Florida 2007 — 2011
B.S., Finance & Economics
CFA Institute
Finance
Red Lobster August 2014 - Present
Orange Lake Resorts June 2014 - July 2014
Marcus & Millichap March 2012 - February 2014
University of South Florida June 2005 - December 2011
Bankes Planning Associates October 2010 - January 2011
University of South Florida Student Government July 2010 - September 2010
Independent Investor April 2007 - May 2008
Loden, Fraze & Associates, PA December 2006 - April 2008
Skills
Access, PowerPoint, Financial Analysis, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Budgets, Public Speaking, Research, QuickBooks, Investments, Finance, Time Management, Leadership, Vlookup, Pivot Tables
Education
University of South Florida 2007 — 2011
B.S., Finance & Economics
CFA Institute
Finance
Ivan Angelo Ivan Angelo's Independent Investor Experience January 2006 - January 2014
Job Life and Health Insurance, Annuities
Industry Financial Services
Experience
Independent Investor January 2006 - January 2014
Skills
Securities, Equities, Mutual Funds, Capital Markets, Series 7, Derivatives, Hedge Funds, Wealth Management, Financial Markets, Risk Management, Retirement Planning, Insurance, Financial Modeling, Finance, Investments, Customer Service, Marketing Strategy, Sales, Marketing, Social Media, Leadership, Management, Microsoft Office, Entrepreneurship, Negotiation, Strategic Planning
Education
Universidad El Bosque
Medicine
Independent Investor January 2006 - January 2014
Skills
Securities, Equities, Mutual Funds, Capital Markets, Series 7, Derivatives, Hedge Funds, Wealth Management, Financial Markets, Risk Management, Retirement Planning, Insurance, Financial Modeling, Finance, Investments, Customer Service, Marketing Strategy, Sales, Marketing, Social Media, Leadership, Management, Microsoft Office, Entrepreneurship, Negotiation, Strategic Planning
Education
Universidad El Bosque
Medicine
Jim Schlichting Jim Schlichting's Independent Investor Experience February 2005 - November 2006
Job building operation manager at Tennessee Performing Arts Center
Industry Performing Arts
Experience
Tennessee Performing Arts Center November 2006 - Present
independent investor February 2005 - November 2006
4 seasons landscape June 2000 - February 2005
LTS (Local Travel Solutions) May 1999 - June 2000
Skills
Project Planning, Project Implementation, Project Coordination, Event Management, Customer Service, Microsoft Office, Excel, Customer Relations, Word, Negotiation, Budgeting, Facilities Management, Problem Solving, Contract Negotiation, Team Building, Strategic Planning, Public Relations, Writing, Operations Management, Inventory Management, Event Planning, Data Analysis, Process Improvement, Change Management, Budgets, Performing Arts, Theatre
Education
Pierce College at Puyallup
Tennessee Performing Arts Center November 2006 - Present
independent investor February 2005 - November 2006
4 seasons landscape June 2000 - February 2005
LTS (Local Travel Solutions) May 1999 - June 2000
Skills
Project Planning, Project Implementation, Project Coordination, Event Management, Customer Service, Microsoft Office, Excel, Customer Relations, Word, Negotiation, Budgeting, Facilities Management, Problem Solving, Contract Negotiation, Team Building, Strategic Planning, Public Relations, Writing, Operations Management, Inventory Management, Event Planning, Data Analysis, Process Improvement, Change Management, Budgets, Performing Arts, Theatre
Education
Pierce College at Puyallup
Steven Rusch MBA CCM Steven Rusch MBA CCM's Independent Investor Experience 2009 - December 2013
Job Strategic Business Analyst
Industry Information Technology and Services
Experience
Four Seasons Heating and Air Conditioning July 2013 - Present
Independent Investor 2009 - December 2013
Analysts International Corporation October 2010 - December 2010
Benedictine University July 2009 - December 2009
Navistar Inc August 2005 - December 2008
Navistar Inc May 1998 - August 2005
Private Consultant & Trainer February 1997 - May 1998
JMB Realty Corporation December 1995 - January 1997
JMB Realty Corporation August 1986 - December 1995
Skills
Business Analysis, Strategic Planning, Re-engineering, Treasury Management, Operations Management, Process Improvement, Analysis, Problem Solving, Six Sigma, Project Planning, Change Management, Process Engineering, Workflow Analysis, Technology Integration, Virtualization, ITIL, ITAR, Certified Cash Manager, Project Documentation, SDLC, Forecasting, Requirements Analysis, Requirements Gathering, Requirements Management, Requirements..., Business Strategy, Business Management, Strategic Communications, Program Management, Requirement..., Business Process..., Project Management, Cross-functional Team..., Vendor Management, Business Intelligence, SharePoint, Team Leadership, Business Process, Systems Analysis, MS Project, Team Building, Management, Business Operations..., Leadership Management, Strategic Consulting, Pricing, Microsoft Technologies, Communication, Business Requirements, Access
Education
Coursera 2012 — 2022
Continuing Professional Education
edX 2013 — 2022
Continuing Professional Education
B2T Training 2005 — 2005
Certification, Business Analysis
Learnist 2013 — 2022
Continuing Professional Education
Lewis University
MBA - Honors, Finance/Economics
Microsoft Virtual Academy 2014 — 2022
Continuing Professional Education
Microtrain 2011 — 2013
Continuing Professional Education and Training, CBAP, PMP, SharePoint, Advanced MS Project
MIT Open Courseware 2012 — 2022
Continuing Professional Education
Saint Thomas 2011 — 2011
Certification, Six Sigma Greenbelt Training
University of Arizona
BS, Phytopathology / Agricultural Economics
Four Seasons Heating and Air Conditioning July 2013 - Present
Independent Investor 2009 - December 2013
Analysts International Corporation October 2010 - December 2010
Benedictine University July 2009 - December 2009
Navistar Inc August 2005 - December 2008
Navistar Inc May 1998 - August 2005
Private Consultant & Trainer February 1997 - May 1998
JMB Realty Corporation December 1995 - January 1997
JMB Realty Corporation August 1986 - December 1995
Skills
Business Analysis, Strategic Planning, Re-engineering, Treasury Management, Operations Management, Process Improvement, Analysis, Problem Solving, Six Sigma, Project Planning, Change Management, Process Engineering, Workflow Analysis, Technology Integration, Virtualization, ITIL, ITAR, Certified Cash Manager, Project Documentation, SDLC, Forecasting, Requirements Analysis, Requirements Gathering, Requirements Management, Requirements..., Business Strategy, Business Management, Strategic Communications, Program Management, Requirement..., Business Process..., Project Management, Cross-functional Team..., Vendor Management, Business Intelligence, SharePoint, Team Leadership, Business Process, Systems Analysis, MS Project, Team Building, Management, Business Operations..., Leadership Management, Strategic Consulting, Pricing, Microsoft Technologies, Communication, Business Requirements, Access
Education
Coursera 2012 — 2022
Continuing Professional Education
edX 2013 — 2022
Continuing Professional Education
B2T Training 2005 — 2005
Certification, Business Analysis
Learnist 2013 — 2022
Continuing Professional Education
Lewis University
MBA - Honors, Finance/Economics
Microsoft Virtual Academy 2014 — 2022
Continuing Professional Education
Microtrain 2011 — 2013
Continuing Professional Education and Training, CBAP, PMP, SharePoint, Advanced MS Project
MIT Open Courseware 2012 — 2022
Continuing Professional Education
Saint Thomas 2011 — 2011
Certification, Six Sigma Greenbelt Training
University of Arizona
BS, Phytopathology / Agricultural Economics
Jesse Schneider Jesse Schneider's Independent Investor Experience August 2011 - September 2013
Job iOS Developer at Dog on a Horse
Industry Computer Software
Experience
Dog on a Horse January 2015 - Present
Turn to Tech September 2014 - December 2014
Bindo September 2013 - September 2014
Independent Investor August 2011 - September 2013
Columbia University October 2008 - February 2013
Skills
Research, Social Media, Microsoft Excel, Data Analysis, Microsoft Office, Analysis, Public Speaking, PowerPoint, Teaching, Editing, Marketing, Sales, Time Management, Team Leadership, Customer Service, Windows, HTML, Online Content Creation, Strategy, Budgets, Business Development, Microsoft Word, Leadership, Entrepreneurship, Management, Start-ups, Social Networking, Objective-C, Xcode, Git, SQLite, iOS Development
Education
City University of New York City College 2009 — 2013
Bachelor of Science (BS), Psychology
Dog on a Horse January 2015 - Present
Turn to Tech September 2014 - December 2014
Bindo September 2013 - September 2014
Independent Investor August 2011 - September 2013
Columbia University October 2008 - February 2013
Skills
Research, Social Media, Microsoft Excel, Data Analysis, Microsoft Office, Analysis, Public Speaking, PowerPoint, Teaching, Editing, Marketing, Sales, Time Management, Team Leadership, Customer Service, Windows, HTML, Online Content Creation, Strategy, Budgets, Business Development, Microsoft Word, Leadership, Entrepreneurship, Management, Start-ups, Social Networking, Objective-C, Xcode, Git, SQLite, iOS Development
Education
City University of New York City College 2009 — 2013
Bachelor of Science (BS), Psychology
Luba Dub Luba Dub's Independent Investor Experience 2006 - 2009
Job Assistant Property Manager at Graceland Terrace Apartments
Industry Translation and Localization
Experience
Graceland Terrace Apartments March 2013 - Present
Independent June 2005 - March 2013
Independent Investor 2006 - 2009
Skills
Translation, Ukrainian, Russian, International Relations, conversational French, French, Spanish, Intercultural..., Politics, English, Editing, Foreign Languages, Research, Journalism, Project Management, Qualitative Research, Foreign Policy, International..., Humanitarian Assistance
Education
Lviv Ivan Franko National University 2004 — 2009
B.A., M.A., International Relations
University of Michigan 2000 — 2004
B.A., Russian and East European Studies, Academic Minor in French and Francophone Studies
Harvard University 2002 — 2002
Summer Institute, Advanced Ukrainian Language and History of 20th Century Ukraine
Bellaire High School 1996 — 2000
French, Russian
Graceland Terrace Apartments March 2013 - Present
Independent June 2005 - March 2013
Independent Investor 2006 - 2009
Skills
Translation, Ukrainian, Russian, International Relations, conversational French, French, Spanish, Intercultural..., Politics, English, Editing, Foreign Languages, Research, Journalism, Project Management, Qualitative Research, Foreign Policy, International..., Humanitarian Assistance
Education
Lviv Ivan Franko National University 2004 — 2009
B.A., M.A., International Relations
University of Michigan 2000 — 2004
B.A., Russian and East European Studies, Academic Minor in French and Francophone Studies
Harvard University 2002 — 2002
Summer Institute, Advanced Ukrainian Language and History of 20th Century Ukraine
Bellaire High School 1996 — 2000
French, Russian
Sam Krisch Sam Krisch's Independent Investor Experience June 1996 - Present
Job Independent Photography Professional
Industry Photography
Experience
Sam Krisch Fine Art Photography July 2009 - Present
Independent Investor June 1996 - Present
Writer December 1980 - Present
Krisch Hotels June 1980 - January 1996
Skills
Editorial, Magazines, Journalism, Blogging, Photojournalism, Editing, Copywriting, Photography, Digital Photography, Speech Writing, Social Media, Video, Public Relations, Public Speaking, Teaching, Fine Art, Photoshop, Art, Advertising, Intercultural Awareness, Publishing
Education
Hollins University 2004 — 2007
MA, Screenwriting and Film Studies
Hollies University 1995 — 1998
MALS, Humanities/Humanistic Studies
Harvard University 1976 — 1980
BA, History
Sam Krisch Fine Art Photography July 2009 - Present
Independent Investor June 1996 - Present
Writer December 1980 - Present
Krisch Hotels June 1980 - January 1996
Skills
Editorial, Magazines, Journalism, Blogging, Photojournalism, Editing, Copywriting, Photography, Digital Photography, Speech Writing, Social Media, Video, Public Relations, Public Speaking, Teaching, Fine Art, Photoshop, Art, Advertising, Intercultural Awareness, Publishing
Education
Hollins University 2004 — 2007
MA, Screenwriting and Film Studies
Hollies University 1995 — 1998
MALS, Humanities/Humanistic Studies
Harvard University 1976 — 1980
BA, History
Jim Murre Jim Murre's Independent Investor Experience May 1992 - June 2005
Job Realtor/Broker at REMAX Countryside
Industry Real Estate
Experience
REMAX Countryside March 2003 - Present
Independent Investor May 1992 - June 2005
Retail Sales August 1989 - March 2003
Skills
Short Sales/Foreclosures, Buyer Representation, Certified Relocation..., Real Estate, Townhomes, Investment Properties, Selling, Listings, ABR, Short Sales, e-PRO, SFR, Real Estate Development, Condos, Real Estate Transactions, Foreclosures, New Home Sales, Move Up Buyers, First Time Home Buyers, New Homes, Real Property, Referrals, Single Family Homes, Relocation, REO, Listing Homes, Sales
Education
Western Michigan University 1987 — 1989
BA, Business Management / Marketing
University of Illinois at Chicago 1984 — 1987
Business
REMAX Countryside March 2003 - Present
Independent Investor May 1992 - June 2005
Retail Sales August 1989 - March 2003
Skills
Short Sales/Foreclosures, Buyer Representation, Certified Relocation..., Real Estate, Townhomes, Investment Properties, Selling, Listings, ABR, Short Sales, e-PRO, SFR, Real Estate Development, Condos, Real Estate Transactions, Foreclosures, New Home Sales, Move Up Buyers, First Time Home Buyers, New Homes, Real Property, Referrals, Single Family Homes, Relocation, REO, Listing Homes, Sales
Education
Western Michigan University 1987 — 1989
BA, Business Management / Marketing
University of Illinois at Chicago 1984 — 1987
Business
Richard Weimer Richard Weimer's Independent Investor Experience January 2003 - March 2004
Job Site Acquisition Manager at AT&T Mobility
Industry Telecommunications
Experience
AT&T Mobility May 2010 - Present
Ridge Communications, Inc May 2008 - February 2010
Peacock Associates, Inc September 2006 - April 2008
Community advocacy in North Oakland 2006 - 2008
Strategic Real Estate Services March 2004 - September 2006
Independent Investor January 2003 - March 2004
Cellular One/AT&T Wireless September 1993 - December 2002
McCaw Cellular Communications - CA/Nevada July 1990 - September 1993
Education
University of California, Berkeley
Bachelor, Architecture
AT&T Mobility May 2010 - Present
Ridge Communications, Inc May 2008 - February 2010
Peacock Associates, Inc September 2006 - April 2008
Community advocacy in North Oakland 2006 - 2008
Strategic Real Estate Services March 2004 - September 2006
Independent Investor January 2003 - March 2004
Cellular One/AT&T Wireless September 1993 - December 2002
McCaw Cellular Communications - CA/Nevada July 1990 - September 1993
Education
University of California, Berkeley
Bachelor, Architecture
Marco Messina's Independent Investor Experience November 1996 - Present
Job Business Development Manager at Private Money Utah
Industry Venture Capital & Private Equity
Experience
Private Money Utah March 2015 - Present
RMA Real Estate January 2014 - Present
independent investor November 1996 - Present
Park City Angels August 2010 - August 2014
Arizona Angels Venture Group May 2007 - January 2011
TiE - Arizona January 2008 - August 2010
MIT Enterprise Forum 2008 - 2010
SafeTnet Consulting LLC January 2003 - December 2009
Maricopa Colleges Small Business Developemt Center (SBDC) May 2007 - March 2009
ISCC - Invest Southwest Capital Conference January 2007 - February 2009
Skills
Start-ups, Entrepreneurship, Business Development, Mergers & Acquisitions, Business Strategy, Executive Management, Enterprise Software, Angel Investing, Strategic Planning, Mergers, Strategic Partnerships, Program Management, Corporate Development, Private Equity, Corporate Finance, Business Planning, Commercialization, Product Management, Finance, Management, Technology..., Venture Financing, Due Diligence, Financial Modeling, Product Marketing, Sales, Valuation, Restructuring, Board of Director..., Corporate Governance, Intellectual Property, Patentability, Licensing, Invention, Mentoring, Hard Money Lending, Private Money, Real Estate Transactions, Real Estate Financing, Real Estate License, Commercial Real Estate, Strategy
Education
Indiana University Grad School of Business 1973 — 1974
MBA
Indiana University 1970 — 1973
BA
Scuola Militare Collegio Navale Morosini 1967 — 1970
Maturita Scientifica
Private Money Utah March 2015 - Present
RMA Real Estate January 2014 - Present
independent investor November 1996 - Present
Park City Angels August 2010 - August 2014
Arizona Angels Venture Group May 2007 - January 2011
TiE - Arizona January 2008 - August 2010
MIT Enterprise Forum 2008 - 2010
SafeTnet Consulting LLC January 2003 - December 2009
Maricopa Colleges Small Business Developemt Center (SBDC) May 2007 - March 2009
ISCC - Invest Southwest Capital Conference January 2007 - February 2009
Skills
Start-ups, Entrepreneurship, Business Development, Mergers & Acquisitions, Business Strategy, Executive Management, Enterprise Software, Angel Investing, Strategic Planning, Mergers, Strategic Partnerships, Program Management, Corporate Development, Private Equity, Corporate Finance, Business Planning, Commercialization, Product Management, Finance, Management, Technology..., Venture Financing, Due Diligence, Financial Modeling, Product Marketing, Sales, Valuation, Restructuring, Board of Director..., Corporate Governance, Intellectual Property, Patentability, Licensing, Invention, Mentoring, Hard Money Lending, Private Money, Real Estate Transactions, Real Estate Financing, Real Estate License, Commercial Real Estate, Strategy
Education
Indiana University Grad School of Business 1973 — 1974
MBA
Indiana University 1970 — 1973
BA
Scuola Militare Collegio Navale Morosini 1967 — 1970
Maturita Scientifica
Phillip Fine Phillip Fine's Independent Investor Experience July 2010 - February 2013
Job Finance
Industry Capital Markets
Experience
Constantia Capital February 2013 - Present
Individual 2013 - 2015
Individual 2013 - 2015
Individual 2013 - 2015
Individual 2013 - 2015
Independent Investor July 2010 - February 2013
H. Rivkin & Co. June 2006 - July 2010
Independent Financial Mgt. Consultant 1997 - 2005
Central Asian-American Enterprise Find 1995 - 1997
CARANA Corporation 1994 - 1995
Skills
Managerial Finance, Financial Modeling, Capital Budgeting, Financial Reporting, Mergers, Budgets, Strategic Financial..., Project Finance, Accounting, Financial Analysis, Mergers & Acquisitions, Venture Capital, Business Strategy, Risk Management, Trading, Strategy, Asset Management, Equities, Emerging Markets, Hedge Funds, Analysis
Education
University of Pennsylvania - The Wharton School 1989 — 1991
Master of Business Administration (MBA), Finance and Accounting
Cornell University 1977 — 1981
Bachelor of Science (B.S.), Operations Research & Industrial Engineering, Dean's List
Bronx Science 1973 — 1977
diploma, science
YRMS
Constantia Capital February 2013 - Present
Individual 2013 - 2015
Individual 2013 - 2015
Individual 2013 - 2015
Individual 2013 - 2015
Independent Investor July 2010 - February 2013
H. Rivkin & Co. June 2006 - July 2010
Independent Financial Mgt. Consultant 1997 - 2005
Central Asian-American Enterprise Find 1995 - 1997
CARANA Corporation 1994 - 1995
Skills
Managerial Finance, Financial Modeling, Capital Budgeting, Financial Reporting, Mergers, Budgets, Strategic Financial..., Project Finance, Accounting, Financial Analysis, Mergers & Acquisitions, Venture Capital, Business Strategy, Risk Management, Trading, Strategy, Asset Management, Equities, Emerging Markets, Hedge Funds, Analysis
Education
University of Pennsylvania - The Wharton School 1989 — 1991
Master of Business Administration (MBA), Finance and Accounting
Cornell University 1977 — 1981
Bachelor of Science (B.S.), Operations Research & Industrial Engineering, Dean's List
Bronx Science 1973 — 1977
diploma, science
YRMS
Dominique Doan Dominique Doan's Independent Investor Experience May 2010 - Present
Job Independent Investor
Industry Higher Education
Experience
Independent Investor May 2010 - Present
UC Irvine September 2013 - June 2014
Mesa Court Housing September 2013 - June 2014
Associated Students of the University of California, Irvine June 2013 - June 2014
UC Irvine Student Alumni Association May 2012 - June 2014
Associated Students of the University of California, Irvine January 2013 - June 2013
Associated Students of the University of California, Irvine September 2012 - June 2013
UC Irvine Student Life & Leadership June 2012 - June 2013
Procter & Gamble September 2011 - June 2013
MAP Alternative Asset Management Company, LLC June 2012 - January 2013
Skills
Marketing, Student Affairs, PowerPoint, Social Media, Community Outreach, Event Management, Research, Budgets, Microsoft Office, Microsoft Excel, Event Planning, Social Networking, Project Planning, Public Speaking, Program Management
Education
University of California, Irvine 2010 — 2014
Business Economics
Independent Investor May 2010 - Present
UC Irvine September 2013 - June 2014
Mesa Court Housing September 2013 - June 2014
Associated Students of the University of California, Irvine June 2013 - June 2014
UC Irvine Student Alumni Association May 2012 - June 2014
Associated Students of the University of California, Irvine January 2013 - June 2013
Associated Students of the University of California, Irvine September 2012 - June 2013
UC Irvine Student Life & Leadership June 2012 - June 2013
Procter & Gamble September 2011 - June 2013
MAP Alternative Asset Management Company, LLC June 2012 - January 2013
Skills
Marketing, Student Affairs, PowerPoint, Social Media, Community Outreach, Event Management, Research, Budgets, Microsoft Office, Microsoft Excel, Event Planning, Social Networking, Project Planning, Public Speaking, Program Management
Education
University of California, Irvine 2010 — 2014
Business Economics
Douglas Blash Douglas Blash's Independent Investor Experience December 2013 - Present
Job Inventor and Patent Holder at Holopedia: The Global Historical Collaborative Animated Map Project
Industry Computer Software
Experience
Independent Investor December 2013 - Present
Holopedia: The Global Historical Collaborative Animated Map Project January 2008 - Present
Skills
Forex, Foreign Exchange, Patents, Intellectual Property
Education
Boston University 1997 — 2001
MA, Archaeology (Middle Eastern Prehistory), Remote Sensing, and Geographic Information Systems (GIS)
Rutgers University 1991 — 1995
BA, Fine Arts, Art History, Italian
Independent Investor December 2013 - Present
Holopedia: The Global Historical Collaborative Animated Map Project January 2008 - Present
Skills
Forex, Foreign Exchange, Patents, Intellectual Property
Education
Boston University 1997 — 2001
MA, Archaeology (Middle Eastern Prehistory), Remote Sensing, and Geographic Information Systems (GIS)
Rutgers University 1991 — 1995
BA, Fine Arts, Art History, Italian
Rolando Barraza Rolando Barraza's Independent Investor Experience August 2008 - August 2009
Job Financial Services Professional
Industry Financial Services
Experience
COD Novelties August 2009 - November 2009
Independent Investor August 2008 - August 2009
Collegiate Entrepreneurs Inc May 2006 - October 2008
Education
University of Maine 2004 — 2009
Bachelor of Science, Business Administration; Finance
COD Novelties August 2009 - November 2009
Independent Investor August 2008 - August 2009
Collegiate Entrepreneurs Inc May 2006 - October 2008
Education
University of Maine 2004 — 2009
Bachelor of Science, Business Administration; Finance
Steve Klosterman Steve Klosterman's Independent Investor Experience January 1990 - Present
Job aboutMYmortgage.com Sales Manager 7015413985 steve.klosterman@aboutMYmortgage.com
Industry Marketing and Advertising
Experience
aboutMYmortgage.com June 2015 - Present
Independent Investor January 1990 - Present
Skills
Sales Management, Negotiation, Management, Sales, Customer Service, Residential Homes, Selling, Real Estate, Team Building, Strategic Planning, Investors, Public Speaking, Customer Satisfaction, Retail, Investment Properties, Marketing Strategy, Sellers, Marketing, Property Management, Project Management, New Business Development, Strategy, Contract Negotiation, Leadership, Entrepreneurship, Investments, Budgets, Business Strategy
Education
North Dakota State College of Science
Business Management, Business, Management, Marketing, and Related Support Services
aboutMYmortgage.com June 2015 - Present
Independent Investor January 1990 - Present
Skills
Sales Management, Negotiation, Management, Sales, Customer Service, Residential Homes, Selling, Real Estate, Team Building, Strategic Planning, Investors, Public Speaking, Customer Satisfaction, Retail, Investment Properties, Marketing Strategy, Sellers, Marketing, Property Management, Project Management, New Business Development, Strategy, Contract Negotiation, Leadership, Entrepreneurship, Investments, Budgets, Business Strategy
Education
North Dakota State College of Science
Business Management, Business, Management, Marketing, and Related Support Services
Larry Roche's Independent Investor Experience January 2015 - Present
Job Equity Strategist
Industry Investment Management
Experience
Independent Investor January 2015 - Present
LJR Trading, LLC February 2010 - October 2014
Warner-Lambert Company, Adams Division July 1967 - October 2002
Skills
Business Development, Management, New Business Development, Sales Management, Sales, Strategic Planning, Marketing Strategy, Negotiation, Marketing, Team Building
Education
University of Houston 1972 — 1975
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Independent Investor January 2015 - Present
LJR Trading, LLC February 2010 - October 2014
Warner-Lambert Company, Adams Division July 1967 - October 2002
Skills
Business Development, Management, New Business Development, Sales Management, Sales, Strategic Planning, Marketing Strategy, Negotiation, Marketing, Team Building
Education
University of Houston 1972 — 1975
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Raymond Zentz Raymond Zentz's Independent Investor Experience October 2012 - Present
Job Real Estate Training and Investing, Real Estate Consulting, Sales and Marketing,
Industry Professional Training & Coaching
Experience
The Plainsman, Investments & Properties, Inc. March 2013 - Present
Independent Investor October 2012 - Present
Ogden School District/Mound Fort Junior High September 2010 - May 2012
LifeVantage Corporation March 2009 - 2012
Provo Canyon School June 2005 - September 2010
Zrii 2008 - 2009
Center Street Musical Theater 2003 - 2006
Moffat County High School August 2001 - June 2003
Tuacahn High School for the Performing Arts August 1999 - March 2001
Tooele High School August 1992 - May 1999
Skills
Public Speaking, Music, Teaching, Microsoft Office, Writing, Singing, PowerPoint, Theatre, Composing, Music Education, Classroom Instruction, Composition, Social Networking, Coaching, Classroom, Fundraising, Event Planning, Real Estate Investor, Real Estate Transactions, Distress Properties, Real Estate, Entrepreneurship, Marketing, Choral, Training, Social Media Marketing, Team Building, Leadership, Leadership Development, Small Business, Staff Development, Public Relations, Nonprofits, Organizational..., Blogging, Event Management, Community Outreach, Curriculum Design, Personal Development, Online Marketing, Strategic Planning
Education
agosy university 2010 — 2012
University of Jamestown 1983 — 1987
Bachelor of Arts, Fine Arts, Music Education
Bismarck High School 1979 — 1983
The Plainsman, Investments & Properties, Inc. March 2013 - Present
Independent Investor October 2012 - Present
Ogden School District/Mound Fort Junior High September 2010 - May 2012
LifeVantage Corporation March 2009 - 2012
Provo Canyon School June 2005 - September 2010
Zrii 2008 - 2009
Center Street Musical Theater 2003 - 2006
Moffat County High School August 2001 - June 2003
Tuacahn High School for the Performing Arts August 1999 - March 2001
Tooele High School August 1992 - May 1999
Skills
Public Speaking, Music, Teaching, Microsoft Office, Writing, Singing, PowerPoint, Theatre, Composing, Music Education, Classroom Instruction, Composition, Social Networking, Coaching, Classroom, Fundraising, Event Planning, Real Estate Investor, Real Estate Transactions, Distress Properties, Real Estate, Entrepreneurship, Marketing, Choral, Training, Social Media Marketing, Team Building, Leadership, Leadership Development, Small Business, Staff Development, Public Relations, Nonprofits, Organizational..., Blogging, Event Management, Community Outreach, Curriculum Design, Personal Development, Online Marketing, Strategic Planning
Education
agosy university 2010 — 2012
University of Jamestown 1983 — 1987
Bachelor of Arts, Fine Arts, Music Education
Bismarck High School 1979 — 1983
Carlos Guzman MBA, PMP®, M.ED. Carlos Guzman MBA, PMP®, M.ED.'s Independent Investor Experience June 2004 - Present
Job Finance & Project Management Professional
Industry Aviation & Aerospace
Experience
Zodiac Aerospace November 2013 - Present
Independent Investor June 2004 - Present
Dallas ISD May 2005 - October 2013
Seal Services SAS January 2010 - December 2012
Dallas ISD August 2011 - June 2012
One Network Enterprises January 2010 - May 2010
Skills
Corporate Finance, Financial Analysis, Financial Reporting, Risk Assessment, Financial Modeling, Project Management, Conflict Resolution, Organizational..., Cross-functional Team..., Six Sigma, Marketing Strategy, Creative Direction, Lean Manufacturing, Leadership, Strategic Planning, Analysis, Data Analysis, Market Research, Contract Negotiation, Budgets, Negotiation, Human Resources, Strategy, Training, Program Management, Process Improvement, Business Process..., Management Consulting, Change Management, Team Leadership, Finance, Manufacturing, Entrepreneurship, Business Analysis, Risk Management, Team Building, Forecasting, Leadership Development, Coaching, Organizational..., Business Strategy, Public Speaking, Team Management, Due Diligence, Consulting, Accounting, Quality Assurance, Valuation
Education
The University of Texas at Arlington 2010 — 2011
Master of Education Management (M.ED.), Education Management
The University of Texas at Dallas - School of Management 2008 — 2010
Master of Business Administration (M.B.A.), Corporate Finance, Project Management, Marketing Strategy and Supply Chain.
Universidad Industrial de Santander
Industrial Enginering, Project Management and Financial Analysis.
Colegio San Jose de Calasanz
Zodiac Aerospace November 2013 - Present
Independent Investor June 2004 - Present
Dallas ISD May 2005 - October 2013
Seal Services SAS January 2010 - December 2012
Dallas ISD August 2011 - June 2012
One Network Enterprises January 2010 - May 2010
Skills
Corporate Finance, Financial Analysis, Financial Reporting, Risk Assessment, Financial Modeling, Project Management, Conflict Resolution, Organizational..., Cross-functional Team..., Six Sigma, Marketing Strategy, Creative Direction, Lean Manufacturing, Leadership, Strategic Planning, Analysis, Data Analysis, Market Research, Contract Negotiation, Budgets, Negotiation, Human Resources, Strategy, Training, Program Management, Process Improvement, Business Process..., Management Consulting, Change Management, Team Leadership, Finance, Manufacturing, Entrepreneurship, Business Analysis, Risk Management, Team Building, Forecasting, Leadership Development, Coaching, Organizational..., Business Strategy, Public Speaking, Team Management, Due Diligence, Consulting, Accounting, Quality Assurance, Valuation
Education
The University of Texas at Arlington 2010 — 2011
Master of Education Management (M.ED.), Education Management
The University of Texas at Dallas - School of Management 2008 — 2010
Master of Business Administration (M.B.A.), Corporate Finance, Project Management, Marketing Strategy and Supply Chain.
Universidad Industrial de Santander
Industrial Enginering, Project Management and Financial Analysis.
Colegio San Jose de Calasanz
Fernando Doldan Fernando Doldan's Independent Investor Experience November 1997 - July 2004
Job MBA, Six Sigma Black Belt, Finance and IT Professional
Industry Financial Services
Experience
Annexus Group March 2015 - Present
Bank of America May 2011 - December 2014
Teyma USA / Abengoa September 2010 - December 2010
Catholic Charities of Arizona April 2009 - June 2010
DHL June 2007 - August 2008
DHL November 2005 - June 2007
DHL November 2004 - November 2005
Independent Investor November 1997 - July 2004
Intel July 2002 - June 2003
Lexmark International December 1999 - November 2001
Skills
Financial Forecasting, Financial Modeling, Risk Analysis, Portfolio Management, Business Process..., Cross-functional Team..., Process Improvement, Forecasting, Business Process..., Project Management, Financial Analysis, Strategic Planning, SAP, Business Analysis, Program Management, Change Management, Finance, Analytics, Accounting, Budgets, Management, Integration, Product Management, Entrepreneurship, Business Process, Strategy, Six Sigma, Business Strategy, Analysis, PMO, Strategic Financial..., Project Portfolio..., Vendor Management, Project Planning, Quality Assurance, Executive Management, Business Intelligence, Leadership, Risk Management, Management Consulting, Managerial Finance, Investments, Business Planning, Competitive Analysis, Negotiation, Mergers & Acquisitions, Internal Audit, Outsourcing, International Business, Corporate Finance
Education
Thunderbird School of Global Management 2003 — 2004
Master of Business Administration (MBA), International Business
Duquesne University 1995 — 1999
BA, Italian, French, Business
Shady Side Academy 1989 — 1993
HS
Annexus Group March 2015 - Present
Bank of America May 2011 - December 2014
Teyma USA / Abengoa September 2010 - December 2010
Catholic Charities of Arizona April 2009 - June 2010
DHL June 2007 - August 2008
DHL November 2005 - June 2007
DHL November 2004 - November 2005
Independent Investor November 1997 - July 2004
Intel July 2002 - June 2003
Lexmark International December 1999 - November 2001
Skills
Financial Forecasting, Financial Modeling, Risk Analysis, Portfolio Management, Business Process..., Cross-functional Team..., Process Improvement, Forecasting, Business Process..., Project Management, Financial Analysis, Strategic Planning, SAP, Business Analysis, Program Management, Change Management, Finance, Analytics, Accounting, Budgets, Management, Integration, Product Management, Entrepreneurship, Business Process, Strategy, Six Sigma, Business Strategy, Analysis, PMO, Strategic Financial..., Project Portfolio..., Vendor Management, Project Planning, Quality Assurance, Executive Management, Business Intelligence, Leadership, Risk Management, Management Consulting, Managerial Finance, Investments, Business Planning, Competitive Analysis, Negotiation, Mergers & Acquisitions, Internal Audit, Outsourcing, International Business, Corporate Finance
Education
Thunderbird School of Global Management 2003 — 2004
Master of Business Administration (MBA), International Business
Duquesne University 1995 — 1999
BA, Italian, French, Business
Shady Side Academy 1989 — 1993
HS
Almita Ally Theismann Almita Ally Theismann's Independent Investor Experience 2009 - February 2013
Job Owner, Optimization Specialist. Delivering telecom savings of 23%34% with no upfront cost or risk.
Industry Telecommunications
Experience
Schooley Mitchell May 2013 - Present
Independent Investor 2009 - February 2013
Mortgages USA May 2007 - February 2009
RETax 2006 - 2008
La Quinta Inns & Suites 2004 - 2005
Sabre Holdings 1991 - 2001
Skills
Team Building, Strategic Financial..., Equities, Customer Service, Strategic Planning, Business Strategy, Microsoft Excel, Public Speaking, Change Management, Business Planning, Process Improvement, Management, Sales Operations, Negotiation, Analysis, Telecommunications, Business Process..., Strategy, Contract Negotiation, Sales, New Business Development, Leadership, Consulting, Account Management, Start-ups
Education
Old Dominion University
Bachelor of Science (B.S.), Psychology; Biology
Schooley Mitchell May 2013 - Present
Independent Investor 2009 - February 2013
Mortgages USA May 2007 - February 2009
RETax 2006 - 2008
La Quinta Inns & Suites 2004 - 2005
Sabre Holdings 1991 - 2001
Skills
Team Building, Strategic Financial..., Equities, Customer Service, Strategic Planning, Business Strategy, Microsoft Excel, Public Speaking, Change Management, Business Planning, Process Improvement, Management, Sales Operations, Negotiation, Analysis, Telecommunications, Business Process..., Strategy, Contract Negotiation, Sales, New Business Development, Leadership, Consulting, Account Management, Start-ups
Education
Old Dominion University
Bachelor of Science (B.S.), Psychology; Biology
Christopher Krofton Christopher Krofton's Independent Investor Experience May 1998 - August 2004
Job Pulmonary Homes, Inc.
Industry Real Estate
Experience
Pulmonary Homes, Inc. June 2012 - Present
Business Consulting & Training, Inc. June 2010 - Present
Independent Trader September 2006 - Present
Illinois Task Force on Social Innovation, Entrepreneurship, and Enterprise October 2013 - September 2014
Integra Investments LLC April 2009 - November 2012
PACBA September 2007 - March 2010
Phoenix Global Advisers, LLC October 2005 - July 2006
Harrison Trading Group, LLC December 2004 - September 2005
Independent Investor May 1998 - August 2004
MBA Corps September 2002 - June 2003
Skills
Investments, Asset Managment, Financial Modeling, Due Diligence, Alternative Investments, Equities, Capital Markets, Financial Analysis, Real Estate Development, Asset Allocation, Investment Properties, Entrepreneurship, Technical Analysis, Real Estate Transactions, Strategic Planning, Negotiation, Business Development, Analytics, Business Strategy, Funding, Executive Management, Asset Management, Portfolio Management, Start-ups
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA, analytic finance
Politechnika Warszawska 1978 — 1981
M.S., Energetyka (Wydzial MEiL)
Pulmonary Homes, Inc. June 2012 - Present
Business Consulting & Training, Inc. June 2010 - Present
Independent Trader September 2006 - Present
Illinois Task Force on Social Innovation, Entrepreneurship, and Enterprise October 2013 - September 2014
Integra Investments LLC April 2009 - November 2012
PACBA September 2007 - March 2010
Phoenix Global Advisers, LLC October 2005 - July 2006
Harrison Trading Group, LLC December 2004 - September 2005
Independent Investor May 1998 - August 2004
MBA Corps September 2002 - June 2003
Skills
Investments, Asset Managment, Financial Modeling, Due Diligence, Alternative Investments, Equities, Capital Markets, Financial Analysis, Real Estate Development, Asset Allocation, Investment Properties, Entrepreneurship, Technical Analysis, Real Estate Transactions, Strategic Planning, Negotiation, Business Development, Analytics, Business Strategy, Funding, Executive Management, Asset Management, Portfolio Management, Start-ups
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA, analytic finance
Politechnika Warszawska 1978 — 1981
M.S., Energetyka (Wydzial MEiL)
Sean Raboin Sean Raboin's Independent Investor Experience July 2008 - February 2012
Job Sales Associate
Industry Financial Services
Experience
Joe Machens Automotive Group February 2012 - Present
Independent Investor July 2008 - February 2012
Skills
Microsoft Excel, PowerPoint, Economics, Finance, Accounting, Managerial Finance, Microsoft Word, Statistics, HTML, Security Analysis, Time Management, Data Analysis, Outlook, Salesforce.com, Financial Analysis, Business Analysis, Microsoft Office, Research, Market Research, Team Leadership
Education
Towson University 2004 — 2008
Bachelor of Science, Finance
Towson University 2004 — 2008
Bachelor of Science, 2008)Business Administration (Finance)
Towson University 2004 — 2008
Business Administration, Finance
Joe Machens Automotive Group February 2012 - Present
Independent Investor July 2008 - February 2012
Skills
Microsoft Excel, PowerPoint, Economics, Finance, Accounting, Managerial Finance, Microsoft Word, Statistics, HTML, Security Analysis, Time Management, Data Analysis, Outlook, Salesforce.com, Financial Analysis, Business Analysis, Microsoft Office, Research, Market Research, Team Leadership
Education
Towson University 2004 — 2008
Bachelor of Science, Finance
Towson University 2004 — 2008
Bachelor of Science, 2008)Business Administration (Finance)
Towson University 2004 — 2008
Business Administration, Finance
Art Guajardo's Independent Investor Experience November 2014 - Present
Job Stock Trader/Investor
Industry Investment Management
Experience
Independent Investor November 2014 - Present
US Border Patrol/US Customs and Border Protection/ Dept. of Homeland Security September 2010 - May 2014
Skills
Leadership, Management, Strategy Development, Strategic Planning, Balanced Scorecard, Performance Management, Risk Analysis, Border Security
Education
Naval War College
Master's Degree, National Security and Strategic Studies
University of Phoenix
Bachelor's Degree, Management
Independent Investor November 2014 - Present
US Border Patrol/US Customs and Border Protection/ Dept. of Homeland Security September 2010 - May 2014
Skills
Leadership, Management, Strategy Development, Strategic Planning, Balanced Scorecard, Performance Management, Risk Analysis, Border Security
Education
Naval War College
Master's Degree, National Security and Strategic Studies
University of Phoenix
Bachelor's Degree, Management
Leo Warrens's Independent Investor Experience January 2013 - Present
Job UC Berkeley Employee
Industry Internet
Experience
Independent Investor January 2013 - Present
Education
University of California, Berkeley
Independent Investor January 2013 - Present
Education
University of California, Berkeley
Sonny Randhawa's Independent Investor Experience 2009 - 2014
Job Vice President, Research Analyst at D.A. Davidson & Co.
Industry Capital Markets
Experience
D.A. Davidson Companies 2015 - Present
Miller Tabak + Co., LLC 2014 - 2015
Independent Investor 2009 - 2014
Banc Of America Securities 2006 - 2009
Friedman Billings Ramsey 2005 - 2006
KPMG 2004 - 2005
Arthur Andersen 2000 - 2002
Skills
Equities, Due Diligence, Hedge Funds, Valuation, Corporate Finance, Financial Modeling, Capital Markets, Financial Analysis, Investment Banking, Equity Research
Education
Rice University - Jesse H. Jones Graduate School of Management 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
The University of Texas at Austin 1997 — 2000
BBA Finance
D.A. Davidson Companies 2015 - Present
Miller Tabak + Co., LLC 2014 - 2015
Independent Investor 2009 - 2014
Banc Of America Securities 2006 - 2009
Friedman Billings Ramsey 2005 - 2006
KPMG 2004 - 2005
Arthur Andersen 2000 - 2002
Skills
Equities, Due Diligence, Hedge Funds, Valuation, Corporate Finance, Financial Modeling, Capital Markets, Financial Analysis, Investment Banking, Equity Research
Education
Rice University - Jesse H. Jones Graduate School of Management 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
The University of Texas at Austin 1997 — 2000
BBA Finance
Simon Garnham's Independent Investor Experience Founder and CEOChiltern International Ltd1982 - 2006
Job Independent Investor at Independent Investor
Industry Pharmaceuticals
Experience
Independent Investor Founder and CEOChiltern International Ltd1982 - 2006
Chltern 1982 - 2006
Skills
Business Planning, CRO, Biotechnology, Change Management, EDC, Entrepreneurship, Clinical Trials, GCP, Sales, Clinical Development, Management, Pharmaceutical Industry, ICH-GCP, CTMS, Clinical Research
Education
Imperial College London
Independent Investor Founder and CEOChiltern International Ltd1982 - 2006
Chltern 1982 - 2006
Skills
Business Planning, CRO, Biotechnology, Change Management, EDC, Entrepreneurship, Clinical Trials, GCP, Sales, Clinical Development, Management, Pharmaceutical Industry, ICH-GCP, CTMS, Clinical Research
Education
Imperial College London
John Weyrens's Independent Investor Experience August 2012 - Present
Job Private Investor
Industry Investment Management
Experience
Independent Investor August 2012 - Present
Credit Agricole CIB May 2010 - July 2012
Locke Partners April 2007 - May 2010
Credit Suisse 1998 - 2006
Skills
Series 7, Trading, Hedge Funds, Equities, Wealth Management, Asset Management, Asset Managment, Financial Services, Valuation, Capital Markets, Portfolio Management, Investments, Securities, Alternative Investments, Fixed Income, Derivatives, Investment Banking
Education
University of Minnesota-Twin Cities 1990 — 1995
B.E.D., Architecture
Independent Investor August 2012 - Present
Credit Agricole CIB May 2010 - July 2012
Locke Partners April 2007 - May 2010
Credit Suisse 1998 - 2006
Skills
Series 7, Trading, Hedge Funds, Equities, Wealth Management, Asset Management, Asset Managment, Financial Services, Valuation, Capital Markets, Portfolio Management, Investments, Securities, Alternative Investments, Fixed Income, Derivatives, Investment Banking
Education
University of Minnesota-Twin Cities 1990 — 1995
B.E.D., Architecture
Eric Lippert's Independent Investor Experience May 1998 - April 2000
Job Tech Rep III at Interactive Data
Industry Financial Services
Experience
Interactive Data Inc. March 2003 - Present
Pollution Solutions, Inc. April 2000 - February 2003
Independent Investor May 1998 - April 2000
Charles Schwab June 1990 - May 1998
Skills
Trading Systems, Technical Analysis, Trading, Market Data, Options, Financial Markets, Equities, FX Options, Investments, Reference Data, Fixed Income, Trading Strategies, Asset Managment, Derivatives, Portfolio Management, Asset Management, Commodity, Securities, Electronic Trading, FX trading, Currency, Equity Trading, Hedge Funds, Foreign Exchange, Hedging, Bloomberg Terminal, Equity Derivatives, ETFs, Alternative Investments, Bonds, Investment Strategies, Equity Research, Financial Services, Wealth Management, Capital Markets, Stock Market, Bloomberg, FINRA, Structured Products, Investment Management, Asset Allocation, Investment Advisory, Series 7, Risk Management, Mutual Funds, Swaps, Series 63, Investment Banking, Commodity Markets, Back Office
Education
University of California, Davis
Bachelor's degree, Liberal Arts
Interactive Data Inc. March 2003 - Present
Pollution Solutions, Inc. April 2000 - February 2003
Independent Investor May 1998 - April 2000
Charles Schwab June 1990 - May 1998
Skills
Trading Systems, Technical Analysis, Trading, Market Data, Options, Financial Markets, Equities, FX Options, Investments, Reference Data, Fixed Income, Trading Strategies, Asset Managment, Derivatives, Portfolio Management, Asset Management, Commodity, Securities, Electronic Trading, FX trading, Currency, Equity Trading, Hedge Funds, Foreign Exchange, Hedging, Bloomberg Terminal, Equity Derivatives, ETFs, Alternative Investments, Bonds, Investment Strategies, Equity Research, Financial Services, Wealth Management, Capital Markets, Stock Market, Bloomberg, FINRA, Structured Products, Investment Management, Asset Allocation, Investment Advisory, Series 7, Risk Management, Mutual Funds, Swaps, Series 63, Investment Banking, Commodity Markets, Back Office
Education
University of California, Davis
Bachelor's degree, Liberal Arts
Stuart M. Irby, Sr.'s Independent Investor Experience 2005 - 2010
Job independent investor
Industry Wholesale
Experience
Independent investor 2005 - 2010
Independent investor 2005 - 2010
Independent investor 2005 - 2010
Self Employed 2005 - 2010
Stuart C. Irby Co. 1975 - 2005
Education
Southern Methodist University 1971 — 1975
Independent investor 2005 - 2010
Independent investor 2005 - 2010
Independent investor 2005 - 2010
Self Employed 2005 - 2010
Stuart C. Irby Co. 1975 - 2005
Education
Southern Methodist University 1971 — 1975
Pete Lovell's Independent Investor Experience August 2015 - Present
Job Independent Investor
Industry Financial Services
Experience
Independent Investor August 2015 - Present
FTN Capital Management May 2014 - August 2015
Maurer and Associates August 2005 - April 2006
The Upper Deck Company / Northwoods Investors May 2004 - May 2005
Invesco Funds Group January 1994 - June 2003
Merrill Lynch 1991 - 1993
United States Marine Corps October 1987 - May 1991
Skills
Investments, Equities, Mutual Funds, Asset Management, Asset Allocation, Hedge Funds, Portfolio Management, Fixed Income, Mergers & Acquisitions, Restructuring, Finance, Securities, Real Estate
Education
Regis University
Master of Business Administration (M.B.A.), Concentration in Finance and Accounting
Colorado State University
Bachelor's Degree, Communication and Media Studies
Independent Investor August 2015 - Present
FTN Capital Management May 2014 - August 2015
Maurer and Associates August 2005 - April 2006
The Upper Deck Company / Northwoods Investors May 2004 - May 2005
Invesco Funds Group January 1994 - June 2003
Merrill Lynch 1991 - 1993
United States Marine Corps October 1987 - May 1991
Skills
Investments, Equities, Mutual Funds, Asset Management, Asset Allocation, Hedge Funds, Portfolio Management, Fixed Income, Mergers & Acquisitions, Restructuring, Finance, Securities, Real Estate
Education
Regis University
Master of Business Administration (M.B.A.), Concentration in Finance and Accounting
Colorado State University
Bachelor's Degree, Communication and Media Studies
Kelly Allman's Independent Investor Experience May 1999 - Present
Job Manager
Industry Financial Services
Experience
Independent Investor May 1999 - Present
TD Ameritrade April 2010 - December 2012
TD Ameritrade April 2004 - April 2010
Skills
Product Development, Presentations, Corporate Training, Team Leadership, Portfolio Management, Tactical Asset..., Equity Trading, Option trading, Risk Management, Client Relations Skills, Retirement Planning, Performance Management, Consultative Selling..., Strategic Planning, Asset Gathering, Options, Series 7, Investments, Series 24, Series 63, FINRA, Securities, Equities, Financial Services, Technical Analysis
Education
Brigham Young University 1997 — 2001
B.S. in Business Administration, Finance & Entrepreneurship
Independent Investor May 1999 - Present
TD Ameritrade April 2010 - December 2012
TD Ameritrade April 2004 - April 2010
Skills
Product Development, Presentations, Corporate Training, Team Leadership, Portfolio Management, Tactical Asset..., Equity Trading, Option trading, Risk Management, Client Relations Skills, Retirement Planning, Performance Management, Consultative Selling..., Strategic Planning, Asset Gathering, Options, Series 7, Investments, Series 24, Series 63, FINRA, Securities, Equities, Financial Services, Technical Analysis
Education
Brigham Young University 1997 — 2001
B.S. in Business Administration, Finance & Entrepreneurship
George Robles II's Independent Investor Experience July 2002 - Present
Job Independent Investment Management Professional
Industry Investment Management
Experience
Independent Investor July 2002 - Present
OP40, Inc. May 2002 - July 2002
Interworld Corporation July 2000 - November 2001
R2K Incorporated July 1998 - June 2000
Eastman Software November 1996 - November 1998
Wang Software July 1995 - November 1996
Sigma Imaging November 1994 - July 1995
Skills
Asset Management, Financial Analysis, Investments, Leadership, Portfolio Management, Project Management, Management, Fixed Income, Equities, Business Strategy, Sales, Strategic Planning, Customer Service
Education
New York University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General
Independent Investor July 2002 - Present
OP40, Inc. May 2002 - July 2002
Interworld Corporation July 2000 - November 2001
R2K Incorporated July 1998 - June 2000
Eastman Software November 1996 - November 1998
Wang Software July 1995 - November 1996
Sigma Imaging November 1994 - July 1995
Skills
Asset Management, Financial Analysis, Investments, Leadership, Portfolio Management, Project Management, Management, Fixed Income, Equities, Business Strategy, Sales, Strategic Planning, Customer Service
Education
New York University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General
Andy Greenberg's Independent Investor Experience 2009 - 2013
Job Managing General Partner at Saker Management LLC
Industry Investment Management
Experience
Saker Management LLC 2013 - Present
Independent Investor 2009 - 2013
Deephaven Capital Management 2006 - 2008
Citadel Investment Group 1996 - 2005
Education
The University of Chicago
University of Michigan
Saker Management LLC 2013 - Present
Independent Investor 2009 - 2013
Deephaven Capital Management 2006 - 2008
Citadel Investment Group 1996 - 2005
Education
The University of Chicago
University of Michigan
Gabriel Benador's Independent Investor Experience May 2013 - Present
Job Real Estate and StartUps
Industry Financial Services
Experience
Independent Investor May 2013 - Present
88 Rue du Rhone February 2012 - September 2012
Israel Defense Force November 2010 - January 2012
Benador PR 2007 - January 2012
Jacques International, LLC 2009 - September 2010
Fortune Financial LLC July 2009 - September 2009
CBS News May 2009 - September 2009
Costas Kondylis and Partners June 2008 - September 2008
Dubai Finance Forum June 2008 - July 2008
Charlie Rose May 2007 - August 2007
Skills
Real Estate, Marketing Strategy, Event Planning, Public Relations, Social Media Marketing, Due Diligence, Marketing, Online Marketing, Entrepreneurship, Analysis, Start-ups, Event Management, Brand Development, Online Advertising, Business Strategy, Strategy, Media Relations, Strategic Communications, Social Networking, Advertising, Business Development, Market Research, Social Media, Strategic Planning, Management, Budgets, Leadership, Fundraising, Public Speaking, Competitive Analysis, New Business Development, Mergers & Acquisitions, Digital Marketing, Corporate Communications, Research, Watches, Nonprofits, Hebrew, Investments, Brand Management, Social Entrepreneurship, Financial Modeling, Valuation, International Relations, Real Estate Economics, Sales, Finance, Politics, Institutional..., Luxury Goods
Education
New York University
Ramaz
Solomon Schechter High School of New York
Independent Investor May 2013 - Present
88 Rue du Rhone February 2012 - September 2012
Israel Defense Force November 2010 - January 2012
Benador PR 2007 - January 2012
Jacques International, LLC 2009 - September 2010
Fortune Financial LLC July 2009 - September 2009
CBS News May 2009 - September 2009
Costas Kondylis and Partners June 2008 - September 2008
Dubai Finance Forum June 2008 - July 2008
Charlie Rose May 2007 - August 2007
Skills
Real Estate, Marketing Strategy, Event Planning, Public Relations, Social Media Marketing, Due Diligence, Marketing, Online Marketing, Entrepreneurship, Analysis, Start-ups, Event Management, Brand Development, Online Advertising, Business Strategy, Strategy, Media Relations, Strategic Communications, Social Networking, Advertising, Business Development, Market Research, Social Media, Strategic Planning, Management, Budgets, Leadership, Fundraising, Public Speaking, Competitive Analysis, New Business Development, Mergers & Acquisitions, Digital Marketing, Corporate Communications, Research, Watches, Nonprofits, Hebrew, Investments, Brand Management, Social Entrepreneurship, Financial Modeling, Valuation, International Relations, Real Estate Economics, Sales, Finance, Politics, Institutional..., Luxury Goods
Education
New York University
Ramaz
Solomon Schechter High School of New York
DaVon Brooks's Independent Investor Experience March 2015 - Present
Job Student at Fisk University, Sales Expert, Real Estate Investor
Industry Retail
Experience
Independent Investor March 2015 - Present
Sunglass Hut September 2013 - Present
Vector Marketing June 2013 - September 2013
Valor Martial Arts August 2005 - June 2013
Skills
Customer Service, Public Speaking, Teamwork, Communication Skills, Spanish-speaking, Microsoft Office, Social Networking, Facebook, Sales, Music, Windows, Team Building, English, Critical Thinking, Telephone Skills, Performing Arts, Community Outreach, Leadership, Music Theory, Retail, Event Management, Communication, Microsoft Word, PowerPoint
Education
Fisk University 2012 — 2016
Bachelor of Arts (B.A.), Music (strings)
West Carrollton High School 2008 — 2012
Diploma, High School Diploma
Universidad La Salle de Pachuca, A.C. 2010 — 2011
Cultural Exchange Experience, Cultural Studies
Independent Investor March 2015 - Present
Sunglass Hut September 2013 - Present
Vector Marketing June 2013 - September 2013
Valor Martial Arts August 2005 - June 2013
Skills
Customer Service, Public Speaking, Teamwork, Communication Skills, Spanish-speaking, Microsoft Office, Social Networking, Facebook, Sales, Music, Windows, Team Building, English, Critical Thinking, Telephone Skills, Performing Arts, Community Outreach, Leadership, Music Theory, Retail, Event Management, Communication, Microsoft Word, PowerPoint
Education
Fisk University 2012 — 2016
Bachelor of Arts (B.A.), Music (strings)
West Carrollton High School 2008 — 2012
Diploma, High School Diploma
Universidad La Salle de Pachuca, A.C. 2010 — 2011
Cultural Exchange Experience, Cultural Studies
Ketul Kothari's Independent Investor Experience January 2012 - Present
Job Author | Investor | Relentless Problem Solver
Industry Logistics and Supply Chain
Experience
Independent Investor January 2012 - Present
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
Bachelor of Science (B.Sc.)
Roselle Park High School 2005 — 2009
Independent Investor January 2012 - Present
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
Bachelor of Science (B.Sc.)
Roselle Park High School 2005 — 2009
Zixuan Song's Independent Investor Experience December 2012 - Present
Job Syracuse University Student
Industry Capital Markets
Experience
Independent Investor December 2012 - Present
ABC International June 2014 - August 2014
JD Power July 2011 - August 2011
Skills
Public Speaking, Research, PowerPoint, Microsoft Excel, Economics, Microsoft Office, Microsoft Word, Data Analysis, Statistics, Social Media, C, C++, Haskell, Equity Trading
Education
Syracuse University 2010 — 2014
Bachelor of Science (B.S.), Applied Mathematics, Economics, Computer Science
Independent Investor December 2012 - Present
ABC International June 2014 - August 2014
JD Power July 2011 - August 2011
Skills
Public Speaking, Research, PowerPoint, Microsoft Excel, Economics, Microsoft Office, Microsoft Word, Data Analysis, Statistics, Social Media, C, C++, Haskell, Equity Trading
Education
Syracuse University 2010 — 2014
Bachelor of Science (B.S.), Applied Mathematics, Economics, Computer Science
Robert Oksman's Independent Investor Experience 2003 - 2006
Job Senior Portfolio Trader at T3 Trading Group, LLC
Industry Investment Management
Experience
T3 Trading Group, LLC 2013 - Present
ECHOtrade LLC 2006 - 2013
Independent Investor 2003 - 2006
Schonfeld Securities 1998 - 2003
Broadway Trading LLC 1995 - 1998
Skills
Portfolio Management, Valuation, Asset Management, Fixed Income, Microsoft Excel, Financial Analysis, Risk Management, Hedge Funds, Corporate Finance, Investments, Derivatives, Financial Modeling, Mutual Funds, Wealth Management, Business Strategy, Equities, Bloomberg, Alternative Investments, Private Equity, Microsoft Office, Marketing, Strategic Planning, Project Management, Public Speaking, Management
Education
University of Pennsylvania
Bachelor of Arts (BA), Economics with a Chemistry Minor
T3 Trading Group, LLC 2013 - Present
ECHOtrade LLC 2006 - 2013
Independent Investor 2003 - 2006
Schonfeld Securities 1998 - 2003
Broadway Trading LLC 1995 - 1998
Skills
Portfolio Management, Valuation, Asset Management, Fixed Income, Microsoft Excel, Financial Analysis, Risk Management, Hedge Funds, Corporate Finance, Investments, Derivatives, Financial Modeling, Mutual Funds, Wealth Management, Business Strategy, Equities, Bloomberg, Alternative Investments, Private Equity, Microsoft Office, Marketing, Strategic Planning, Project Management, Public Speaking, Management
Education
University of Pennsylvania
Bachelor of Arts (BA), Economics with a Chemistry Minor
Deepka Gidumal's Independent Investor Experience 2003 - Present
Job Independent Investor at Independent Investor
Industry Investment Management
Experience
Independent Investor 2003 - Present
Citicorp Investment Bank 1988 - 1990
Kidder Peabody 1987 - 1988
Education
Imperial College London 1984 — 1987
BSc, Mathematics
Independent Investor 2003 - Present
Citicorp Investment Bank 1988 - 1990
Kidder Peabody 1987 - 1988
Education
Imperial College London 1984 — 1987
BSc, Mathematics
Ali Hassani's Independent Investor Experience April 2013 - April 2014
Job Head of Public Markets and Risk / Senior Advisor at National Investment Corporation of National Bank of Kazakhstan
Industry Investment Management
Experience
National Investment Corporation of National Bank of Kazakhstan January 2015 - Present
Independent Investor April 2013 - April 2014
Millennium Partners June 2010 - December 2012
Morgan Stanley April 2008 - September 2009
Morgan Stanley April 2006 - April 2008
Morgan Stanley May 2005 - April 2006
Morgan Stanley July 2004 - May 2005
Skills
Global Macro, Emerging Markets, Credit Derivatives, Interest Rate..., FX Options, Swaptions, Structured Products, ANSI C, VBA, Matlab, Fincad, SQL, QuantLib
Education
California Institute of Technology 2000 — 2004
Bachelor of Science (B.S.), Theoretical Mathematics and Economics
National Investment Corporation of National Bank of Kazakhstan January 2015 - Present
Independent Investor April 2013 - April 2014
Millennium Partners June 2010 - December 2012
Morgan Stanley April 2008 - September 2009
Morgan Stanley April 2006 - April 2008
Morgan Stanley May 2005 - April 2006
Morgan Stanley July 2004 - May 2005
Skills
Global Macro, Emerging Markets, Credit Derivatives, Interest Rate..., FX Options, Swaptions, Structured Products, ANSI C, VBA, Matlab, Fincad, SQL, QuantLib
Education
California Institute of Technology 2000 — 2004
Bachelor of Science (B.S.), Theoretical Mathematics and Economics
Charles Baah's Independent Investor Experience February 2010 - April 2014
Job investor
Industry Real Estate
Experience
AmeriSave Mortgage Corporation January 2007 - September 2014
Self-employed March 2010 - June 2014
Independent investor February 2010 - April 2014
Education
Herzing University-Atlanta 2008 — 2014
Bachelor's Degree, Business Administration and Management, General, 3.58
Ashford University 2010 — 2012
Master's Degree, Business Administration and Management, General, 3.64
AmeriSave Mortgage Corporation January 2007 - September 2014
Self-employed March 2010 - June 2014
Independent investor February 2010 - April 2014
Education
Herzing University-Atlanta 2008 — 2014
Bachelor's Degree, Business Administration and Management, General, 3.58
Ashford University 2010 — 2012
Master's Degree, Business Administration and Management, General, 3.64
Elise Patton's Independent Investor Experience January 2001 - May 2014
Job Columbus, OH
Industry Financial Services
Experience
Elise Patton, DBA January 2001 - Present
Elise Consulting January 2001 - Present
Independent Investor January 2001 - May 2014
Skills
Management, Business Strategy, Strategy, Strategic Planning, Entrepreneurship, Investments, Start-ups, Leadership, Business Development, Mergers & Acquisitions
Education
Penn State University 1989 — 1993
Marketing, Business Administration and Management, General
Elise Patton, DBA January 2001 - Present
Elise Consulting January 2001 - Present
Independent Investor January 2001 - May 2014
Skills
Management, Business Strategy, Strategy, Strategic Planning, Entrepreneurship, Investments, Start-ups, Leadership, Business Development, Mergers & Acquisitions
Education
Penn State University 1989 — 1993
Marketing, Business Administration and Management, General