Experience
Merrill Lynch  June 2015 - Present
KCG Holdings, Inc.   June 2014 - August 2014
Investment Banking Institute   June 2014 - July 2014
New Pacific Consulting  July 2013 - August 2013
GUESS?, Inc.   June 2012 - August 2013
Association of Professional Financial Advisers   March 2012 - April 2012

Skills
Series 7, Financial Analysis, Research, PowerPoint, Microsoft Excel, Bloomberg, Microsoft Word, Public Speaking, Marketing, Customer Service, Time Management, Investments, Fixed Income

Education
Villanova University   2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and International Business, Mathematics

Shanghai Jiao Tong University   2013 — 2013
Summer Study Abroad 2013, Shanghai Internship Program, International Business

Syosset High School   2007 — 2011
Diploma

Experience
JPMorgan Chase  July 2015 - Present
JPMorgan Chase  June 2014 - August 2014
Emory University  January 2014 - May 2014
Investment Banking Institute   July 2013 - August 2013
Fogel Neale Partners LLC  May 2013 - August 2013
Custom Elite Socks   June 2012 - June 2013
Bloomberg LP  May 2013 - May 2013
Abercrombie & Fitch  June 2012 - May 2013
Barnaby Black   June 2012 - August 2012
Hollister Co.  August 2010 - August 2011

Skills
Investments, PowerPoint, Entrepreneurship, Bloomberg Terminal, Financial Analysis, Tennis, Weightlifting, Microsoft Excel, Marketing, Snowboarding, Japanese Language..., Analytical Skills, Fixed Income

Education
Emory University   2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, and Japanese

Wirtschaftsuniversität Wien   2013 — 2013
Study Abroad Fall Semester 2013, Finance, General

Syosset Senior High School   2007 — 2011
Diploma, General Studies

Experience
Investment Banking Institute   April 2013 - November 2014
PM Realty Group  May 2013 - July 2014
AMOT  November 2012 - December 2012
Center for Innovation Management, Wright State University   April 2010 - June 2010
ABX Air, Inc.   June 2007 - July 2008

Skills
Excel, Research Writing, Competitor Analysis -..., Investment..., Financial Modeling, International Policy, Stata, Mergers & Acquisitions, Merger Modeling, Econometrics, Word, US GAAP, Regression Analysis, Black-Scholes, PowerPoint, Japanese, Vlookup, Spanish, VBA, Macabacus, Public Relations, Capital Budgeting, Microsoft Excel, Microsoft Word, Corporate Finance, Training

Education
Texas A&M University   2010 — 2012
Bachelor of Science, Economics

Wright State University   2008 — 2010
Business Studies, International Politics, Japanese

Experience
Self-Employed  August 2011 - Present
UBS  June 2014 - August 2014
Sovereign Global Advisors  June 2013 - August 2013
Investment Banking Institute   May 2013 - June 2013
Ernst & Young  July 2011 - August 2011

Skills
Microsoft Office, Excel, Word, PowerPoint, Financial Modeling, VBA, Comparable Analysis, LBO, DCF Valuation, Technical Analysis, Financial Statement..., Financial Accounting, Investments, Trading, Swing Trading, Microsoft Excel, Microsoft Word, Valuation, Financial Analysis, Finance

Education
Boston College   2013 — 2014
Master of Science in Finance

New York University   2013 — 2013

University of Illinois at Urbana-Champaign   2009 — 2013
Bachelor of Science (B.S.)

Københavns Universitet / University of Copenhagen   2012 — 2012
Exchange Student In Denmark

Konan University   2011 — 2011
Summer School in Japan

NO.1. Middle School Attached to CCNU   2006 — 2009

Experience
T3 Trading Group, LLC  July 2014 - January 2015
WSJ trading index 2014   April 2014 - April 2014
ACG CUP   March 2014 - March 2014
Investment Banking Institute   December 2013 - February 2014

Skills
Bloomberg Terminal, Microsoft Excel, Financial Modeling, VBA, Research, Equity Trading, Teamwork, Investment Banking

Education
Hofstra University   2012 — 2014
Master of Business Administration (MBA), Finance

Charles Sturt University   2007 — 2011
Bachelor's degree, Business Studies

Experience
Lighthaven Capital Management LLC  January 2015 - Present
Hyatt Place  2014 - January 2015
Innovative Education   March 2013 - October 2014
Parti Palooza   October 2013 - July 2014
Investment Banking Institute   2014 - 2014
AMP'D Youth Services   January 2012 - December 2012
Mosaic Sales Solutions  November 2011 - December 2011

Skills
Nonprofits, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Strategic Planning, Customer Service, PowerPoint, Public Speaking, Teaching, Accounting, French, Team Building, Financial Analysis, New Business Development, Entrepreneurship, Social Entrepreneurship, Social Networking, Business Strategy, Analysis, Start-ups, Fundraising, Leadership, Social Media, Teamwork, Team Leadership, Marketing, Market Research, Recruiting, Social Media Marketing, Event Management, Public Relations, English, Marketing Strategy, Event Planning, Facebook, Outlook, Small Business, Community Outreach, Innovation Management, Investment Banking, Presidency, Management, Time Management, Program Development, Financial Modeling, Programming

Education
University of California, Berkeley
Bachelor's degree, Economics and Computer Science

Las Positas college   2012 — 2014
Associate of Arts (A.A.), International Business, Trade, and Tax Law, 3.8

De La Salle University   2009 — 2011
Political science, College of liberal arts

Diablo Valley College
Associate of Arts (A.A.), Accounting, 4.0

Experience
DePaul University  September 2013 - Present
Harry S Truman College  January 2009 - Present
First National Assets  May 2014 - May 2014
Harold Washington College's Pre-Law Society   June 2013 - May 2014
Chicago Board of Elections Commissioners   November 2004 - March 2014
Aflac  November 2013 - February 2014
Randstad Financial & Professional  September 2013 - September 2013
Investment Banking Institute   June 2013 - July 2013
Blackmore Partners  May 2012 - July 2012
Phi Beta Lambda of Future Business Leaders of America (Alpha Omega Chapter)   April 2010 - December 2011

Skills
LIFA, Business Acumen, Business Networking, Financial Analysis, Security Analysis, Equity Research, Economic Research, Economics, Capital Structure, CAPM, Financial Statement..., Valuation, Investments, Commodities, Financial Accounting, Financial Reporting, General Ledger, Minitab, Quantitative Analysis, Excel, Spreadsheets, Cash Flow, Charts, Graphs, Bookkeeping, Account Reconciliation, Journal Entries, Word, PowerPoint, Access, Internet Research, Library Research, Information Gathering, Communication, Public Speaking, Oral Communications, Written Skills, Cultural Diversity, Customer Service, Corporate Finance, Managerial Finance, Advanced Microsoft..., Bloomberg Terminal, CQG Live e-Trading..., Derivatives, Algebra, Records Management, Typing, Organization, Ethics

Education
DePaul University   2013 — 2015
Student Leadership Institute (SLI), Practical & Applied Leadership Skills Training, Student Workshop Attendee & Member

DePaul University   2013 — 2016
Bachelor of Arts (B.A.), Leadership Studies (DCM: Degree Completion Major), 3.171

City Colleges of Chicago-Harry S Truman College   2013 — 2013
Certificate(s) of Completion, Employment Success Skills Program

DePaul University   2009 — 2010
Professional and Continuing Education Certificate(s) of Completion, Facilitation

City Colleges of Chicago-Harry S Truman College   2009 — 2015
Associate in Arts, Pre-Law and Paralegal Studies (Harold Wahsington College C2C Preferred)

City Colleges of Chicago-Harry S Truman College   2004 — 2004
Certificate of Completion, Continuing Studies

Keller Graduate School of Management of DeVry University   2003 — 2009
Master of Business Administration (M.B.A.), Finance, Graduated in December 2006 Loop Center, B

P.C. Center Training Institute of Chicago, IL   2003 — 2005
Certificate(s) of Completion, Information Technology

Illinois Institute of Technology   2004 — 2005
Stuart Graduate School of Business Graduate Certificate, Financial Markets, Withdrew & Incompleted

University of Illinois at Chicago   2002 — 2002
Continuing Studies, Summer Session

Experience
Hertz  March 2013 - September 2014
Investment Banking Institute   February 2014 - March 2014
New York Life Insurance Company  October 2011 - March 2013

Skills
Research, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Creative Pitching, Leveraged Finance, Valuation Modeling, Equity Valuation, DCF Valuation, Equity Research Analysis, Valuation, Mergers, DCF, Cash Flow Forecasting, Cash Flow, Investment Banking, Financial Statement..., Analysis, Financial Statements, LBO, VBA

Education
Capella University   2013 — 2015
Master of Business Administration (MBA), Accounting and Finance

Rutgers, The State University of New Jersey-New Brunswick   2005 — 2010
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies

Experience
Harvard University  August 2015 - Present
University of Rochester  August 2014 - Present
Investment Banking Institute   July 2014 - August 2014
EY  May 2014 - June 2014
University of Rochester  August 2013 - December 2013
German Academic Exchange Service (DAAD)   May 2013 - August 2013
Hwa Chong Institution   January 2011 - June 2011

Skills
Research, Economics, Matlab, Microsoft Excel, Stata, Mathematica, Statistics, Entrepreneurship, Python, CST Microwave Studio, NI LabVIEW, Igor Pro, PowerPoint, Financial Modeling, Microsoft Office, Optimization, Quantitative Analytics, Spectroscopy, Visual Basic

Education
University of Rochester   2011 — 2015
Anticipated B.S. Applied Math and B.A. Economics

Hwa Chong Institution, Singapore   2007 — 2010

Harvard University

Experience
Bank of America  September 2015 - Present
The World Bank  March 2015 - May 2015
Bank of America  June 2014 - August 2014
Citi  February 2013 - June 2013
University at Buffalo - Office of Science, Technology Transfer, and Economic Outreach   June 2012 - August 2012
Buffalo Niagara Partnership  September 2011 - December 2011
Investment Banking Institute   March 2011 - April 2011
University at Buffalo - Computing Information Technology   August 2009 - June 2010

Skills
Business Analysis, Financial Modeling, Corporate Finance, Financial Analysis, Visio, Economics, SPSS, Data Analysis, Access, Management, SQL, IT Project & Program..., Statistics, Accounting, Valuation, SDLC, MS Project, Databases, HTML, Risk Management, Investments, Guerrilla Marketing, SAS, MS Excel Pivot Tables, Data Mining, Market Research, Business Intelligence, Systems Analysis, Database Design, Linux, HP Quality Center..., Statistical Data..., Business Strategy, Business Development, Ariba, Product Cost Analysis, Tableau

Education
University of Maryland College Park   2013 — 2015
Master’s Degree, Data Analysis and Entrepreneurship

State University of New York at Buffalo - School of Management   2008 — 2012
Business Administration, Management Information Systems (MIS) and Finance

Investment Banking Institute   2011 — 2011
Investment Banking

Experience
Accenture  June 2012 - Present
Influence U   August 2007 - May 2012
Investment Banking Institute   July 2011 - August 2011
Rabinovitch & Luciano   May 2010 - August 2010

Skills
Analysis, Financial Modeling, Investment Banking, Microsoft Excel, Valuation, Business Strategy, Finance, Business Process, Business Development, Consulting, Auditing, ERP

Education
McGill University   2009 — 2011
Bachelor of Commerce, Finance, Accounting

Experience
Allstate Management Consulting Services   March 2015 - August 2015
Allstate  November 2014 - March 2015
Allstate  October 2013 - November 2014
Allstate  June 2013 - September 2013
Vision Partnership   December 2012 - May 2013
Investment Banking Institute   November 2012 - December 2012
City of Rochester  August 2008 - July 2010

Skills
Leadership, Management, Public Speaking, Financial Modeling, Spanish, Microsoft Office, Project Planning, Training, Project Management, Business Strategy, Strategy, Economics, Market Research, Valuation, Risk Management, Competitive Analysis, Process Improvement, Business Analysis, Management Consulting, Organizational..., Business Planning, Negotiation, R Programming Language, Data Analysis

Education
University of Rochester - Simon Business School   2015 — 2016
Master of Business Administration (M.B.A.), Competitive & Organizational Strategy, and Finance

University of Rochester - Simon Business School   2012 — 2013
Master of Science (M.S.), Business Administration and Management

University of Rochester
Bachelor of Arts (B.A.), Psychology, Philosophy, Legal Studies

Experience
JPMorgan Chase & Co.   July 2015 - Present
Investment Banking Institute   December 2014 - July 2015
JPMorgan Chase & Co.   June 2014 - August 2014
Joseph Gunnar & Co  September 2013 - December 2013
S.I.F.E. (Students In Free Enterprise)   November 2011 - December 2012
Thomas Ferramosca Associates LLC   July 2010 - December 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C, Windows, Matlab, Event Planning, AutoCAD, Time Management, Financial Modeling

Education
Pace University - Lubin School of Business   2011 — 2015
Bachelor of Business Administration (BBA), Finance, General

Experience
Stout Risius Ross  January 2014 - Present
Stout Risius Ross  October 2012 - June 2013
RiceTec, Inc.   June 2010 - October 2012
Investment Banking Institute   July 2012 - August 2012
Contacto   January 2010 - June 2010

Skills
Investment Banking, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Business Valuation, DCF

Education
University of Houston, C.T. Bauer College of Business   2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Magna Cum Laude

ESCI-UPF International Business   2013 — 2013
International Corporate Finance

Universidad de Los Andes   2009 — 2010
Business Administration and Management

Experience
Goldman Sachs  January 2014 - Present
Freelance Consulting  January 2013 - December 2013
FINANCIAL MANAGEMENT ASSOCIATION  March 2011 - June 2013
Investment Banking Institute   June 2012 - August 2012
The International Scholar Laureate Program   June 2011 - June 2011

Skills
Securities, Financial Analysis, Financial Modeling, Equities, Valuation, DCF Valuation, Mergers and Acquisition, Research, Comparable Analysis, Precedent Transactions, Sensitivity Analysis, LBO, Portfolio Management, Due Diligence, Analysis, Mergers & Acquisitions

Education
University of Delaware   2009 — 2013
Bachelor of Science (BS), Finance, International Business & Spanish

University of Lagos   2008 — 2009
Foundation Programme, Business Administration, All Distinctions

International School of Lagos (ISL)   2002 — 2008
HS Diploma (Hons.), Business, All Distinctions

Experience
Kahr Real Estate Services   July 2015 - July 2015
U.S. House of Representatives   September 2014 - December 2014
Sovereign Global Advisors  June 2013 - August 2013
Investment Banking Institute   May 2013 - June 2013
Pro Capital Ltd  June 2012 - August 2012

Skills
Financial Modeling, Private Equity, Valuation, Microsoft Excel, Bloomberg, Mergers & Acquisitions, PowerPoint, Public Speaking, Microsoft Word, Research, Analysis, Management, Microsoft Office

Education
Trinity College-Hartford   2010 — 2014
Bachelor of Arts (BA), Economics

Landon School   2001 — 2010

Experience
Private Company  April 2011 - October 2014
Investment Banking Institute   2012 - 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, Budgets, SAP, Analysis, Nonprofits, Financial Modeling, Finance

Education
Investment Banking Institute   2012 — 2012
Financial Modeling and Valuation

Keller Graduate School of Management   2009 — 2011
Master of Business Administration (MBA), Accounting and Finance

Bloomfield College

Experience
Corcoran Sunshine Marketing Group  November 2013 - Present
Deloitte  2012 - 2013
Maxim Group  June 2010 - September 2010
Investment Banking Institute   January 2010 - February 2010
TBS Shipping Services  May 2007 - August 2008

Skills
Financial Modeling, Finance, Accounting, Valuation, Auditing, Analysis, Sarbanes-Oxley Act, Financial Statements, Microsoft Excel, Outlook, PowerPoint

Education
Rutgers, The State University of New Jersey-Newark   2011 — 2012
Master of Business Administration (M.B.A.), Accounting

Fairfield University, Dolan School of Business   2005 — 2009
Bachelor of Science, Business Administration; Finance

Experience
Kuwait finance house  December 2014 - January 2015
Investment Banking Institute   May 2014 - June 2014
Wafra Investment Advisory Group  July 2012 - August 2012

Skills
Sustainability and Real..., Financial Modeling, Financial Analysis, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Valuation, Finance, Microsoft Word, Accounting, Bloomberg, Investments, Teamwork, Banking, Portfolio Management, Customer Service, Economics, Equities, Analysis

Education
Pace University - Lubin School of Business   2011 — 2015
Finance, General

Pace University - Lubin School of Business   2011 — 2015

Experience
Vaquero Capital  July 2013 - Present
martinwolf⎪M&A Advisors   November 2012 - July 2013
Edgemont Investment Management, LLC   April 2011 - May 2012
Investment Banking Institute   2012 - 2012

Skills
Financial Modeling, Mergers & Acquisitions, Growth Equity, Due Diligence, Strategy, Digital Media, SaaS, Financial Analysis, Investment Banking, Valuation

Education
University of California, San Diego   2008 — 2012
Bachelor of Science, Management Science

Lynbrook High School   2004 — 2008

Experience
Heartbeat Ideas  July 2015 - Present
Digitas Health  February 2014 - Present
Digitas Health  November 2012 - January 2014
Digitas Health  2011 - October 2012
Northwestern Mutual  May 2010 - June 2011
Investment Banking Institute   February 2011 - May 2011

Skills
Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Forecasting, Microsoft Office, Financial Reporting, Budgets, Pivot Tables, Accounting, Finance, Microsoft Word, Social Media, Corporate Finance, Strategic Planning, Management, Leadership, Analysis

Education
Fairleigh Dickinson University   2006 — 2010
B.S, Finance

Colonia High School   2002 — 2006

Experience
Santander Consumer USA Inc.  March 2015 - Present
First Niagara Bank  January 2014 - March 2015
First Niagara Bank  December 2012 - March 2015
First Niagara Bank  August 2011 - December 2012
Vizzis Bar and Grill   August 2008 - August 2012
Andrews, Bernstein   January 2009 - April 2011
Investment Banking Institute   January 2010 - March 2010

Skills
Financial Modeling, Valuation, Financial Analysis, Investment Banking, Mergers, DCF, LBO, Financial Statement..., Finance, Leveraged Finance, Analysis, Capital Structure, Corporate Finance, Capital IQ, Banking, Portfolio Management, Fixed Income, Financial Risk

Education
State University of New York College at Buffalo   2006 — 2009
BS, Economics and Finance

Class of 2009   2005 — 2009
Economics and Finance

Buffalo State College, SUNY
Bachelor of Science, Economics and Finance; Financial Concentration

Experience
Brown Brothers Harriman  January 2015 - Present
J.P. Morgan   July 2014 - December 2014
Investment Banking Institute   April 2014 - June 2014
Shipping Airfreight Services (S.A.S.) Ltd.   January 2014 - April 2014
International Alliance Associates Limited  July 2013 - August 2013
Tranquilidade   June 2012 - July 2012
Media Arts Lab (Apple Inc.)   January 2012 - March 2012
BSkyB  August 2011 - September 2011

Skills
Mergers, Finance, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Financial Analysis, Spanish, Market Research, Investments, Microsoft Excel, Accounting, Portfolio Management, Financial Markets, Due Diligence, Valuation, CRM, Analysis

Education
Hult International Business School   2011 — 2013
Bachelor International Business Administration, Accounting and Finance, 3.60

Universidade Nova de Lisboa   2009 — 2011
Bachelor Social Science, Economics, 3.30

Carlucci American International School Lisbon   2003 — 2009
International Baccalaureate & High School Diploma

Experience
US Navy  August 2014 - Present
World Courier  October 2012 - April 2014
Ameriprise Financial Services, Inc.   April 2012 - July 2012
Maxim Group  September 2011 - February 2012
Investment Banking Institute   July 2011 - August 2011
American Land Title Association  February 2011 - June 2011
American University  August 2009 - December 2010
EnwaySoft   January 2010 - April 2010
National Geographic Channel  February 2009 - May 2009

Skills
Series 7, Series 63, Finance, Financial Modeling, Valuation, International Relations, Investment Banking, Mergers & Acquisitions, Logistics, Supply Chain Management, Analysis, Leadership, Public Speaking, PowerPoint, Strategy

Education
Series 7 Kaplan Prep Course   2011 — 2011

American University - Kogod School of Business   2007 — 2011
Bachelors of Science in Business Administration, International Business

Peking University   2010 — 2010
Beijing Enclave Study Abroad Program

Université Paris-Sorbonne   2007 — 2007
Intermediate French

Experience
Starwood Capital Group  November 2014 - Present
Investment Banking Institute   September 2014 - October 2014
Mobile Home Park University   June 2014 - June 2014
Princeton Class Leadership Council Panel   January 2014 - January 2014
Conspiração Filmes   July 2013 - July 2013
Matizar Filmes   June 2013 - June 2013
Traina-Inc   2012 - 2012
Farallon Capital Management  June 2011 - August 2011

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Teamwork, English, Social Media, Public Speaking, Data Analysis, Spanish, Event Planning

Education
NYU School of Professional Studies   2014 — 2014

Princeton University   2010 — 2014
Bachelor of Arts (B.A.), Spanish and Portuguese

The Thacher School   2005 — 2009

Cathedral School for Boys

Investment Banking Institute

Experience
The University of Toledo  May 2015 - Present
Hua Xing Asia Market   June 2014 - April 2015
Stage2 Innovations   May 2013 - September 2013
the Franke Center for the Arts   August 2012 - December 2012
InterVarsity Christian Fellowship/USA  May 2012 - December 2012
Investment Banking Institute   July 2012 - August 2012

Skills
Social Media, Market Research, Classical Guitar, Microsoft Excel, Microsoft Word, Statistics, Social Networking, Research, Event Planning, Sales Management, Public Speaking, Marketing Strategy, Jazz Guitar, Microsoft Office, PowerPoint, Sales, Hip-Hop Dance, Library Management, Teaching, Fundraising, Non-profits, CAPIQ, CRM, Leadership, Analysis, Web Design, Due Diligence

Education
University of Toledo   2015 — 2017
Master’s Degree, Music Performance with jazz guitar

Albion College   2010 — 2014
Bachelor of Arts (B.A.), Economics and Management, 3.7

Albion College   2010 — 2014
Bachelor of Arts (B.A.), Music Performance, Guitar, 4.0

Kunming   2000 — 2010

Experience
Berkadia  May 2015 - Present
Bentley University  September 2012 - May 2013
J.P. Morgan   December 2012 - February 2013
Investment Banking Institute   August 2011 - September 2011
GBD College (Maharishi Dayanand University)   January 2009 - October 2010
GBD College (Maharshi Dayanand University)   January 2009 - October 2010

Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Corporate Finance, Finance, Investment Banking, Accounting, General Accounting, University Teaching, College Teaching, Campus Placement, Recruiting, College Recruiting, Research, Learning and Development, Microsoft Office, Marketing Research, Team Management, Team Building, Lead A Team, Seminars, Trading, SAS, Statistics, Portfolio Management

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2012 — 2016
Master's degree, Finance

Maharshi Dayanand University   2006 — 2008
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Maharshi Dayanand University   2003 — 2006
Bachelor of Commerce (BCom), Accounting and Finance

Experience
Canadian Investor Protection Fund  November 2013 - Present
McMaster University  September 2011 - June 2013
McMaster University  January 2013 - April 2013
Women in Management   January 2012 - April 2013
Investment Banking Institute   December 2012 - December 2012
Mother's Touch Educational Society   March 2006 - March 2011
Mother's Touch Educational Society   March 2002 - March 2006

Skills
Business Analysis, Quantitative, Marketing Communications, Team Building, PowerPoint, Problem Solving, Teamwork, Excel, Financial Analysis, Financial Modeling, Relationship Management, Valuation, Microsoft Excel, Data Analysis, Microsoft Office, Budgets, Analysis, Finance, Strategic Planning, Time Management, Research, Leadership, Training, Accounting, Strategic Financial..., Risk Management, Negotiation, Forecasting, Market Research, Marketing, Business Strategy

Education
McMaster University   2011 — 2013
Master of Business Administration (M.B.A.), Finance

CFA Candidate Level 2

Canadian Securities Course (CSC)

Experience
J.P. Morgan Asset Management   June 2015 - Present
Urban Perfumes Corp.   September 2010 - Present
Investment Banking Institute   February 2010 - November 2011
Pace University  September 2009 - June 2010
Pace University  2006 - June 2010
UBS Financial Services Inc.  September 2009 - January 2010
Alexander Grasso, Esq., CPA   October 2007 - March 2008
N. Tilani Fragrances Inc   September 2004 - May 2006

Skills
Finance, Financial Modeling, Valuation, Analysis, Accounting, Mergers & Acquisitions, Bloomberg, QuickBooks, Leadership, Customer Service, Payroll, Management, Microsoft Office, Microsoft Excel, Investment Banking, Financial Analysis, Project Planning, Capital Markets, Equity Research, Public Speaking, Investments, Interviews, LBO, Marketing, Financial Statements, Spanish, Budgets, Time Management, Equities, Inventory Management, Private Equity, Sales, Market Research, Economics, Microsoft Word, Corporate Finance, PowerPoint, Quicken, Corporate Tax, Financial Statement..., Fixed Income, Financial Accounting, Research, Marketing Strategy, Salesforce.com, Portfolio Management, Data Analysis, Lotus Notes

Education
Pace University - Lubin School of Business   2006 — 2010
BBA, Majors: Finance and Business Management, Minors: Law and Economics

Secaucus High School   2002 — 2006
Diploma

Experience
Shanghai ShenGe Network Technology   May 2014 - August 2015
PricewaterhouseCoopers  October 2011 - May 2014
Citibank  December 2010 - February 2011
Investment Banking Institute   July 2010 - July 2010

Skills
Financial Modeling, Financial Analysis, Banking, Tax, Internal Controls, Finance, Valuation

Education
Santa Clara University - Leavey School of Business   2015 — 2017
Master of Business Administration (M.B.A.)

East China University of Science and Technology   2007 — 2011
Bachelor’s Degree, Financial Management

New York University   2010 — 2010
Special topics in investment banking

Duke University   2009 — 2009
Special topics in information science/studies

Experience
Citigroup  June 2015 - Present
Milwaukee School of Engineering  September 2012 - March 2015
MGS Mfg. Group  September 2014 - February 2015
BGI / Cascade Investment, LLC   June 2014 - August 2014
Transamerica Financial Advisors, Inc. / Managed Wealth Financial   October 2011 - May 2014
MGS Mfg. Group  December 2013 - February 2014
Investment Banking Institute   June 2013 - July 2013
Wall Street Prep  June 2013 - July 2013
Strattec Security Corporation  March 2013 - May 2013
Goaltender   December 2008 - August 2010

Skills
Lean Manufacturing, Stochastic Modeling, Six Sigma, MRP, Leadership, Financial Analysis, Monte Carlo Simulation, Valuation, Public Speaking, Die Casting, Data Analysis, Comedy, Coaching, VBA, Team Leadership, Microsoft Office, Microsoft Excel, Highly Dedicated, Management, Teamwork, Time Management, Quality Assurance, Financial Modeling, Program Management, Marketing, Facilities Development, Consulting, Solidworks, Simio, AutoCAD, CNC Programming, Rapid Prototyping, Success Oriented, Corporate Finance, FMEA, Project Management, Strategic Planning, Investments, Mergers & Acquisitions, Investment Banking, Insurance, Investment Advisory, Positive Personality, Portfolio Management, Problem Solving, Equities, Asset Management, Value Stream Mapping, Design of Experiments, Ergonomics

Education
Milwaukee School of Engineering   2010 — 2015
Double Major – B.S. in Industrial Engineering and B.S. in Business Management, Concentration – Financial Management, Minor – Mathematics

William Henry Harrison High School   2005 — 2009
Honors Diploma with Distinction, College Prep West Lafayette, Indiana

Experience
Promotional Agencies   January 2010 - Present
Kopali Organics  March 2013 - October 2013
Investment Banking Institute   July 2013 - September 2013
Green Business Bureau  January 2012 - June 2012
Historic Virginia Key Beach park   February 2009 - June 2009
EWM  May 2006 - March 2007

Skills
PowerPoint, Microsoft Excel, Microsoft Word, QuickBooks, Financial Modeling, Analysis, Management, Leadership, Finance, Financial Analysis, Data Analysis, Event Management, Marketing, Spanish

Education
Florida International University   2009 — 2012
Bachelor of Business Administration, Finance & International Business, 3.65

Experience
Quantcast  July 2014 - Present
Quantcast  January 2013 - June 2014
Investment Banking Institute   October 2012 - November 2012
Qualcomm  June 2012 - September 2012
Hong Kong Polytechnic University  June 2011 - August 2011
Syracuse University  May 2010 - July 2010

Skills
Product Management, Data Analysis, Matlab, LaTeX, R, C++, Electrical Engineering, Statistical Modeling, SQL, Signal Processing, Optimization

Education
University of California, Los Angeles   2011 — 2012
Masters, Electrical Engineering, 3.97/4.0

Indian Institute of Technology, Kanpur   2007 — 2011
B.Tech., Electrical Engineering, 9.2/10.0

Experience
Structure Research   February 2014 - Present
The 451 Group  July 2011 - February 2014
Tier1 Research  July 2011 - March 2012
Investment Banking Institute   February 2011 - March 2011
Singapore Armed Forces  January 2009 - November 2010

Skills
Financial Modeling, Research, Valuation, Analysis, Microsoft Office, Market Research, Problem Solving, Excel, Writing, Financial Analysis, PowerPoint, Word, Mandarin, Competitive Analysis, Forecasting, Public Speaking, Business Analysis, Cloud Computing, Data Analysis, Analytics, Finance, Microsoft Excel, Marketing, Data Center, Leadership, Management, Strategic Partnerships, Project Management, Strategy

Education
University of Maryland College Park   2004 — 2008
B.S. Aerospace Engineering

Anglo-Chinese School (Independent)   2002 — 2003

Experience
Union Bank  August 2015 - Present
KeyBanc Capital Markets  September 2014 - August 2015
Union Gaming   June 2014 - August 2014
Merrimack College  January 2014 - May 2014
Personal Portfolio Management   August 2008 - May 2014
Investment Banking Institute   July 2013 - August 2013
U.S. Coast Guard   July 2007 - July 2011

Skills
Investments, Finance, Bloomberg, Management, Mergers & Acquisitions, Financial Modeling, Investment Banking, Microsoft Office, Leadership, DCF Valuation, Accounting, Bloomberg Terminal, Valuation Modeling, Cash Flow Forecasting, Financial Statement..., Microsoft Excel, Equity Research, Investment Valuation, Creative Pitching, Equity Trading, Fundamental Analysis, Building Relationships, Options Strategies, Relationship Management, Technical Analysis, Equity Valuation, Corporate Finance, PowerPoint, Case Analysis, Income Statement, Balance Sheet, Financial Statements, Leveraged Finance, Financial Analysis, Military Experience, Communication Skills, Team Leadership, Highly motivated..., Managerial Finance, Goal-oriented..., Public Speaking, Sports Management, Financial Goals, Operational Planning, Security Clearance, Government, Trading Strategies, Sales

Education
Merrimack College   2011 — 2014
Bachelor's Degree, Business - Finance and Sports Management, 3.9 GPA

Investment Banking Institute   2013 — 2013
Investment Banking Training

Wilmington High School   2003 — 2007

Experience
NIGERIAN INFORMATION TECHNOLOGY DEVELOPMENT AGENCY (nysc)   April 2014 - March 2015
Alpha Capital  April 2013 - September 2013
Investment Banking Institute   January 2013 - February 2013
Sazak Acres Biloque Company Limited, Abuja, Nigeria   June 2009 - September 2009

Skills
Microsoft Word, Microsoft Excel, Critical Thinking, Team Leadership, Financial Analysis, Accounting, PowerPoint, Private Equity, Due Diligence, Investments, Venture Capital, Market Research, Start-ups, Capital Markets, Corporate Finance

Education
Monroe College   2012 — 2013
Master of Business Administration (M.B.A.), Finance, General

Birla Institute of Technology   2008 — 2011
Bachelor of Business Administration (BBA)

Experience
Walgreens  July 2014 - Present
Walgreens  November 2012 - July 2014
Randa Accessories  July 2011 - November 2012
Answers Media  May 2011 - June 2011
Investment Banking Institute   August 2010 - September 2010

Skills
Financial Modeling, Valuation, Financial Analysis, Financial Forecasting, Financial Reporting, Microsoft Office, Microsoft Excel, Access, SAP, Accounting, SAP FICO, Quickbooks, PowerPoint, DCF, Financial Statement..., Corporate Finance, Portfolio Management, Strategic Financial..., Pricing, Pharmacy Benefit..., Auditing, Validation, Business Objects Data..., SAS, Pricing Strategy, Specialty Pharma, Microsoft Dynamics ERP, Customer Service, Analysis, Mergers, Finance, Forecasting, Data Analysis, Mergers & Acquisitions

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2008 — 2010
MS in Finance, Finance

Washburn University   2003 — 2008
BBA, Finance

Experience
Banco Santander  January 2015 - Present
Royal Bank of Scotland  January 2014 - January 2015
Deloitte  May 2013 - February 2014
Investment Banking Institute   October 2013 - November 2013
RBS Citizens Financial Group  May 2012 - August 2012
Citizens Bank  May 2011 - August 2011
Citizens Financial Group  May 2010 - August 2010

Skills
Microsoft Excel, Financial Modeling, Microsoft Word, Stata, Banking, Financial Analysis, SPSS, SAP, Valuation, Analysis, Strategy, Due Diligence, Investments

Education
Gettysburg College   2009 — 2013
Bachelor of Arts (B.A.), International Relations, Political Science, Business, Economics Concentration

St. George's School   2007 — 2009

New York University
SCPS, Investment Banking

Experience
HT Capital Advisors, LLC  August 2014 - Present
-----  May 2014 - July 2014
Palios, Meegan & Nicholson Pty Ltd   September 2011 - April 2014
Investment Banking Institute   July 2013 - August 2013
Luther Attorneys   February 2012 - March 2012
Palios, Meegan & Nicholson   January 2008 - August 2011

Skills
Personal Injury, Employment Law, Legal Advice, Corporate Finance, Medical Malpractice, Financial Modeling, Civil Litigation, Legal Writing, Legal Research, Professional Negligence, Litigation, Westlaw, Courts, Due Diligence, Probate, International Finance, Dispute Resolution, Employment Law Advice, Legal Compliance, Bloomberg, Valuation, Insurance Law, Torts, Public Liability, Workers Compensation, Personal Injury..., Claim, Alternative Dispute..., Capital IQ, Trials

Education
University of Adelaide   2010 — 2013
Bachelor of Finance (International), Diploma of Languages (Mandarin)

The Australian National University   2011 — 2011
Graduate Diploma in Legal Practice

University of South Australia   2008 — 2010
Bachelor of Laws (JD equivalent)

Prince Alfred College   1995 — 2007
International Baccalaureate

Experience
Bloomberg LP  June 2015 - Present
Independent Trader  August 2007 - Present
Ivy International Application   December 2013 - Present
DriveWealth  July 2014 - Present
Investment Banking Institute   July 2014 - August 2014
ALSTOM LTD   October 2010 - December 2010
China Guangfa Bank  July 2010 - September 2010
Deloitte  March 2010 - May 2010
BoShi Education Organization   February 2009 - May 2009

Skills
Financial Analysis, Portfolio Management, Microsoft Excel, Consulting, Stock Market Analysis, Asset Management, Public Relations, Wealth Management, Technical Data Analysis, Stock Trading, Fundamental Analysis, Stock Management, Public Speaking, Microsoft Office, Business Planning

Education
The Ohio State University   2013 — 2016
Bachelor of Business Administration (B.B.A.), Finance

The Ohio State University - The Max M. Fisher College of Business   2013 — 2016
Bachelor's Degree, Finance & Economics, 3.85 (Finance Major GPA)

University at Buffalo   2012 — 2013
N/A, Business Administration and Management, General, 3.97

Experience
Bank of America  June 2014 - Present
Bank of America  June 2013 - June 2014
University of Delaware  May 2011 - February 2013
Bank of America  June 2012 - August 2012
Investment Banking Institute   February 2012 - March 2012

Skills
Financial Analysis, Financial Modeling, Financial Reporting, Bloomberg Terminal, Microsoft Office, Corporate Finance, Valuation, Finance, Bloomberg, Investments, Loans, Microsoft Excel, Microsoft Word, PowerPoint, Analysis, Mergers & Acquisitions

Education
University of Delaware - Lerner College of Business and Economics   2009 — 2012
Bachelor of Science (B.S.), Finance Major with Economics Minor

Scarborough High School   2005 — 2009

Experience
Fitch Ratings  July 2015 - Present
Terese Kelly Investment Group  September 2014 - May 2015
University at Buffalo Equity Research Club   December 2013 - May 2015
Bloomberg LP  May 2014 - August 2014
Cruiser Capital   December 2013 - January 2014
Investment Banking Institute   August 2013 - August 2013
North American Partners in Anesthesia  June 2013 - August 2013
Meaden & Moore  June 2013 - August 2013

Education
State University of New York at Buffalo - School of Management   2011 — 2015
Bachelor of Science in Business Administration, Finance, 3.7

Syosset High School   2007 — 2011

Experience
Morgan Stanley  August 2013 - Present
Morgan Stanley  June 2011 - Present
Morgan Stanley Smith Barney  June 2010 - August 2010
Jennison Associates  June 2009 - August 2009
Investment Banking Institute   May 2008 - June 2008

Skills
Series 7, Series 63, Fixed Income, Mandarin, Chinese culture

Education
Cameron School of Business at UNC Wilmington   2015 — 2017
Master of Business Administration (M.B.A.)

College of the Holy Cross   2007 — 2011
BA, Economics, Chinese Language & Civilization

CET Beijing Academic Programs   2010 — 2010
Mandarin Chinese

Experience
Udacity  March 2015 - Present
Soldsie  July 2014 - January 2015
Investment Banking Institute   April 2014 - September 2014
LoyalBlocks  June 2013 - December 2013
LivingSocial  August 2011 - May 2013
LivingSocial  January 2011 - August 2011
Driven Magazine (Online Magazine)   January 2010 - January 2011

Skills
Product Management, Product Development, Full Life Cycle..., Financial Analysis, Financial Modeling, Corporate Finance, Business Analysis, Marketing Strategy, Microsoft Excel, SQL, Customer Acquisition, Data Analysis, Market Research, New Business Development, Early-stage Startups, Online Marketing, E-commerce, Marketing, Leadership, Management, Mobile Marketing, CRM, Cold Calling, Monthly Closing, Account Executives, Start-ups, Email Marketing, SaaS, Consultative Selling

Education
General Assembly   2015 — 2015
Product Management-Certification, Product Management, Graduated

Morgan State University   2004 — 2008
BA, Business Management/Marketing/Finance

Experience
BNY Mellon Wealth Management  May 2015 - Present
Glass, Lewis & Co.   January 2012 - December 2014
Rochdale Investment Management  August 2009 - December 2011
Investment Banking Institute   July 2009 - August 2009
American Stock Transfer & Trust Co LLC  April 2009 - August 2009
Corinthian Media  January 2007 - April 2009

Skills
Customer Relations, Mergers, Financial Analysis, Analysis, Financial Modeling, Valuation, Research, Capital Markets, Microsoft Excel, PowerPoint, Asset Managment, Strategic Planning, Mergers & Acquisitions, Asset Management, Leadership, Customer Service, Entrepreneurship, Public Speaking, Trading, Portfolio Management, Economics, Bloomberg, Hedge Funds, Alternative Investments

Education
Brown University   2001 — 2005
Bachelors, Economics

Saint Ann's

Experience
Wells Fargo Securities  August 2015 - Present
Independent  November 2013 - Present
7 Mile Advisors  January 2015 - August 2015
Investment Banking Institute   July 2014 - August 2014
Corporation China   June 2013 - September 2013
ZhenBei Cashmere Products Co. Ltd.   May 2013 - June 2013
Louisiana Sports Enterprises, Inc.   May 2012 - March 2013

Skills
Investment Banking, Capital Markets, Social Media, Marketing, Foreign Exchange, Financial Modeling, Financial Markets, Financial Analysis, Technical Analysis, FX Trading, International Business, Business Development, Sales, Public Relations, Research, Bloomberg, Public Speaking, Microsoft Excel, Fundraising, Sports Marketing, Teamwork, PowerPoint, Social Media Marketing, Coaching, Relationship Building, Microsoft Office, Customer Service, Social Networking, Finance, Trade Finance, Brand Marketing, Business Consulting, Valuation, Salesforce.com, Capital IQ

Education
Louisiana State University and Agricultural and Mechanical College   2010 — 2013
Bachelor of Sciences (B.S.), International Trade and Finance

Baylor University   2008 — 2010
Pre-Medicine

Experience
BNY Mellon  July 2012 - Present
Investment Banking Institute   July 2011 - August 2011
HFP Capital Markets LLC  May 2011 - August 2011

Skills
Microsoft Excel, PowerPoint, Leadership, Financial Modeling, Public Speaking

Education
Kent State University   2008 — 2012
B.B.A., Finance, Alumni

Experience
Samsung Electronics  September 2012 - September 2014
NYU Stern School of Business  August 2010 - May 2012
Pfizer  2011 - 2011
World Wildlife Fund  2011 - 2011
Investment Banking Institute   April 2010 - May 2010
Accenture  September 2007 - May 2010
Accenture  July 2005 - September 2007

Skills
Financial Modeling, Valuation, Business Strategy, Mandarin, Corporate Finance, Process Improvement, Business Analysis, Problem Solving, SAP, Project Management, Analysis, Management Consulting, Finance, Strategy, Management

Education
London Business School   2012 — 2012
MBA

New York University - Leonard N. Stern School of Business   2010 — 2012
MBA, Finance and Strategy

Carnegie Mellon University   2001 — 2005
BS, Information Systems

Experience
Green Circle Demolition   November 2011 - Present
National Demolition Association  2010 - Present
Republic Demolition   October 2009 - Present
Related  August 2008 - December 2008
Vail Resorts Development Company  September 2006 - January 2008
Investment Banking Institute   2008 - 2008

Skills
Financial Modeling, Financial Analysis, Construction Management, Due Diligence, Valuation, Real Estate, Budgets, Real Estate Development, Microsoft Excel, Contract Negotiation, Microsoft Office, Strategic Planning, Asset Managment, Finance, Investments, Project Management, Risk Management, Corporate Finance, Customer Service, Financial Reporting, Property Management, Investment Properties, Real Estate Transactions, Leases

Education
The University of Georgia   2002 — 2006
BBA, Accounting

University of Georgia - Terry College of Business   2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting

Woodward Academy   1990 — 2002

Experience
NYU Polytechnic School of Engineering  April 2015 - Present
Terrapin Partners  May 2013 - Present
Excell Partners, Inc.   October 2013 - December 2014
Simon Graduate School of Business, University of Rochester  August 2012 - May 2014
Investment Banking Institute   March 2013 - May 2013
Fit-Receipt   March 2011 - December 2011
Keyes Cadillac   November 2010 - March 2011
Southwest Retina Eye Center   August 2007 - December 2008

Skills
Financial Analysis, Hedge Funds, Venture Capital, Valuation, Investor Relations, Financial Modeling, Entrepreneurship, Marketing, Finance, Private Equity, Investments, Mergers & Acquisitions, Financial Statement..., Market Research, Portfolio Management, Start-ups, Quantitative Analytics, Data Analysis, Microsoft Office, Analysis, Alternative Investments, Business Planning, Strategy, Strategic Planning, Social Media, Operational Due..., Negotiation, Business Development, Financial Reporting, Due Diligence, Business Strategy, Investment Banking, Customer Service, Management, Competitive Analysis, Corporate Finance, Equity Research, Leadership, Research, Marketing Strategy, Bloomberg, Public Speaking, Policy Analysis, Account Management, Fundraising, Equity Valuation, Eviews, Microsoft Excel, Equities, Asset Management

Education
University of Rochester - William E. Simon Graduate School of Business Administration   2012 — 2014
Master of Business Administration (M.B.A.), Finance

University of Arizona   2001 — 2007
Bachelor of Arts (B.A.), Political Science

Experience
Ahuja Group   October 2010 - Present
Transworld Systems  April 2010 - July 2010
Amanda Selwyn Dance Theatre   February 2010 - April 2010
Investment Banking Institute   December 2009 - January 2010
PLUS Entertainment  August 2009 - January 2010
PLUS MEDIA / PLUS ENTERTAINMENT   August 2009 - January 2010
UBS GRE (Global Real Estate)   April 2008 - June 2008
AHUJA CONSTRUCTIONS   August 2004 - February 2006
Satya Paul ;West Point Clothing Co   February 2004 - July 2004
Satya Paul   August 2003 - January 2004

Skills
Marketing Strategy, Market Research, Customer Service, Leadership, Social Media Marketing, Strategy, CRM, Management

Education
Harvard business school executive education   2013 — 2013
Managing family businesses for generational success

Harvard business school executive education   2013 — 2013
Driving growth through innovation

Investment Banking Institute New   2009 — 2009
Master of Commerce; Bachelor of Commerce, Accounting; Management

Baruch College, City University of New York (CUNY)   2006 — 2009
MBA, Marketing

Baruch College, Zicklin School of BusinessNew   2006 — 2009
Master of Business Administration, Marketing

City University of New York-Baruch College - Zicklin School of Business   2006 — 2009
Master of Business Administration (MBA), Marketing

Baruch College
Master of Business Administration, Marketing

City University of New York   2006 — 2008
Master of Business Administration (MBA), Marketing

MMK College of Economics and Commerce
Master of Commerce; Bachelor of Commerce, Accounting; Management

College of Commerce & Economics
M.M.K, M.Com

Experience
insureon  October 2012 - Present
UBS Investment Bank  August 2011 - September 2012
University of Illinois  April 2008 - May 2010
Profit Investment Management  May 2007 - August 2007
Welgat Wealth Management, LLC   May 2007 - August 2007
Investment Banking Institute   2007 - 2007

Skills
Microsoft Excel, Microsoft Word, Microsoft Office 2007, Microsoft Access, SAP BW, Business Objects, Microsoft Office, Financial Modeling, Valuation, Mergers & Acquisitions, Access, Analysis, Investment Banking, Investments, Finance, Data Analysis, Economics, PowerPoint, Financial Analysis

Education
University of Illinois at Urbana-Champaign   2005 — 2010
Bachelors, Economics, Business. Concentration in Mathematics & Chemistry.

Investment Banking Institute   2008 — 2008
Investment Banking

Experience
Infusioninc   August 2012 - Present
KAYA TAX and Bookkeeping Services, Inc.   2014 - 2015
Investment Banking Institute   June 2012 - September 2012
Right Global Infosolutions   March 2010 - September 2012
JP Morgan  May 2008 - September 2009

Skills
Data Analysis, Microsoft Excel, Financial Analysis, Financial Modeling, Virtual Teams, Business Analysis, Mergers & Acquisitions, Tax, Analysis, Tutoring, Process Improvement, Mergers, Valuation, Finance, DCF, Corporate Finance, Investment Banking, Understanding of US..., Creating revenue streams, Managing virtual teams, Lacerte, Accounting, Tax returns, Sales and use tax, Payroll, QuickBooks, Proforma financial..., Forecasting, Investments, Strategy, Banking, Market Research, Variance Analysis

Education
Symbiosis International University   2006 — 2008
Master of Business Administration (MBA, Finance), India

University of Mumbai   2000 — 2003
Bachelor's degree, Management Studies, Marketing

American Institute of CPAs
CPA exams completed

Investment Banking Institute
Courses: Financial Modeling, Valuation Training for Finance, Investment Banking

Experience
State Street  June 2013 - December 2013
Inland Empire Utilities Agency  October 2012 - May 2013
Fred Jordan Missions   July 2011 - September 2012
Professional Real Estate Servies   January 2011 - March 2011
Investment Banking Institute   July 2010 - July 2010
New Zion Baptist Church   January 2008 - July 2009
Bank of America  June 2006 - March 2008

Skills
Financial Modeling, Excel, Word, PowerPoint, CiviCRM, Outlook, Access, Financial Analysis, SAP, Account Reconciliation, Microsoft Word, Microsoft Excel, Management, Analysis, Banking, Research, Microsoft Office, Public Speaking

Education
Azusa Pacific University   2011 — 2012
MBA, Finance

Investment Banking Institute   2010 — 2010

Wichita State University   2007 — 2009
BBA, Finance

Experience
Vitale Consulting   October 2013 - Present
ProEducation Solutions, Inc.   October 2013 - Present
Cullen Custom Homes LLC   August 2010 - October 2013
Committee to Elect Tom Calter   August 2010 - August 2011
Investment Banking Institute   August 2009 - September 2009
Education Finance Partners  November 2005 - August 2008
TG Student Loan Corporation   July 2003 - November 2005
Palm Beach Community College  August 1994 - July 2003

Skills
Strategic Planning, Team Building, Contract Negotiation, Forecasting, Budgets, Management, New Business Development, Program Management, Sales, Account Management, Small Business, Start-ups, Customer Service, Training, CRM, Analysis, Negotiation, Sales Operations, Project Planning, Business Analysis, Project Management, Finance

Education
D'Amore-McKim School of Business at Northeastern University   2007 — 2009
MBA, Finance & High Technology

Florida Atlantic University   1994 — 1996
BA, Psychology

Experience
Wachtel Missry LLP  March 2014 - Present
CSG Partners, LLC  2013 - 2014
Rabobank  2011 - 2013
Konsortium Capital Partners, LLC   November 2010 - April 2011
Investment Banking Institute   2010 - 2011
KARBONE  June 2009 - June 2010
RNK Capital  June 2007 - August 2007

Skills
Corporate Law, Investment Banking, Corporate Finance, Mergers & Acquisitions, Private Equity, Financial Modeling, Hedge Funds, Structured Finance, Renewable Energy, Trading, Bloomberg Terminal, Equities, Investments, Finance, Credit Analysis, Due Diligence, Portfolio Management, Leveraged Finance, Public Speaking, Equity Trading, Private Placements, Asset Management, Capital Markets, Valuation, M&A experience, Financial Accounting, Alternative Investments, Economics, LBO, DCF, Commodity, Accounting, Alternative Energy, M&A due diligence, Visual Basic, Statistical Modeling, Multivariate Statistics, Tax Law, Bloomberg, Venture Capital, Emerging Markets, Financial Structuring, Project Finance, Real Estate, Commercial Real Estate, Strategy, Analysis, Financial Analysis

Education
University of Michigan   2001 — 2005
Bachelor of Arts (B.A.), Political Science, Psychology

Saint John's University - Peter J. Tobin College of Business   2006 — 2009
MBA, Finance

Saint John's University School of Law   2005 — 2008
Juris Doctor, Law

Jericho High School   1998 — 2001

Experience
HSBC Securities  April 2013 - Present
Citigroup Investment Banking Operations   2012 - April 2013
Citigroup  2007 - December 2011
Investment Banking Institute   July 2009 - August 2009
JPMorgan Chase Investment Banking   October 2005 - December 2006
TD Waterhouse Securities  May 2000 - October 2005
Saint Peter's College:Master of Business Administration   September 2002 - June 2004

Skills
Trading, Hedge Funds, Equities, FX Options, Fixed Income, Credit Derivatives, Financial Risk

Education
Calypso V.14 release Demo/Conference   2013 — 2013

FTF Financial Technology Conference DerivOps - NYC   2013 — 2013

Collateral Management Seminar NYC   2012 — 2012

City University of New York-Baruch College   1996 — 1999
International Marketing, Marketing

FTF - Collateral Management Forum - NYC Feb 2014

Saint Peters
MBA

Experience
Investment Banking Institute   October 2012 - Present
Schmitt-Sussman Ent. dba. PFP Services   February 2011 - July 2012
Hauppauge DOL Job Path Club   2012 - 2012
Prestige Financial Center   August 2009 - March 2010
Woodstock Financial Group, Inc.   January 2009 - August 2009
JP Turner & Company, LLC   May 2005 - July 2008
Smithtown Nissan  2002 - 2004

Skills
Investment Advisory, Economic Research, Economics, Economic Modeling, International Economics, Investment Strategies, Freelance Writing, Policy Analysis, Monetary Policy, Automotive, Automotive Repair

Education
Ashford University   2009 — 2012
Bachelors, Economics, 4.0

Suffolk County Community College   2003 — 2005
Associate's degree, Liberal Arts and Sciences/Liberal Studies, 4.0

Marist College   1998 — 1999
None, Liberal Arts and Sciences/Liberal Studies

Smithtown H.S.   1994 — 1998
High School Diploma

Investment banking institute

Experience
SDC Designs / Weindling International   April 2010 - Present
Alex Cannon   October 2009 - March 2010
Masala Kraft Café LLC   January 2009 - October 2009
Investment Banking Institute   June 2008 - August 2008
Bela Bijou LLC (Jewelry   May 2007 - August 2008

Skills
Merchandising, Marketing Strategy, Apparel, Microsoft Excel

Education
Boston University Questrom School of Business
Bachelor of Science, Business Administration; Operations Management

Experience
Fortress Investment Group  May 2014 - Present
Fortress Investment Group  April 2013 - April 2014
Holiday Retirement  October 2012 - March 2013
Fannie Mae  June 2012 - October 2012
Fannie Mae  March 2010 - June 2012
Investment Banking Institute   November 2009 - November 2009
iHealth Technologies  July 2009 - September 2009
iHealth Technologies  February 2009 - July 2009
Morgan Capital LLC   June 2008 - August 2008

Education
University of Georgia - Terry College of Business
Bachelor, Business Administration; Finance & Banking

Experience
David N Deutsch & Company   June 2010 - Present
Investment Banking Institute   January 2010 - May 2010
TUDOR INVESTMENT CORPORATION  June 2008 - August 2008

Skills
Financial Modeling, Investment Banking, Financial Analysis, Capital Markets, Microsoft Excel, Valuation, PowerPoint, Microsoft Office, Equities, Fixed Income, Corporate Finance, Private Equity, LBO, Due Diligence, Microsoft Word, Business Analysis, DCF Valuation, Cash Flow Forecasting, Financial Reporting

Education
Boston College   2005 — 2009
BA, Economcis, Hispanic Studies

Experience
Goldman Sachs  June 2013 - Present
Investment Banking Institute   August 2014 - September 2014
Goldman Sachs  June 2012 - August 2012
CNH  May 2011 - August 2011
Purdue University  August 2010 - December 2010
Chacongesa Contratistas Generales S.A   May 2010 - July 2010

Education
Purdue University   2009 — 2013
Bachelor of Science (B.S.)

Universidad Catolica del Peru   2008 — 2009
Bachelor of Science (B.S.)

Colegio Santa Maria Marianistas   2000 — 2007
High School

Experience
SKS   February 2009 - September 2014
eBay Enterprise  November 2013 - January 2014
Wayne Literacy Alliance   February 2009 - November 2013
Investment Banking Institute   August 2008 - May 2010
The Yard Man   January 1999 - December 2002
Personal Trading Account   December 1995 - January 2000
U.S. Coast Guard   December 1978 - February 1982

Skills
Retirement Planning, Retirement, Wealth Management, Strategic Financial..., Mutual Funds, Estate Planning, Investments, Wealth Accumulation, Fixed Annuities, Series 7, IRAs, Wealth, Investment Advisory, Securities

Education
Georgia Southern University   2010 — 2012
Bachelor of Business Administration (B.B.A.), Logistics and Intermodal Transportation, 3.0/4.0

Georgia Southern University   2005 — 2008
Bachelor of Business Administration (B.B.A.), Financial Planning and Services, 3.16

Georgia Southern University   2005 — 2008
B.B.A, Finance; Financial Services

Experience
IDMR Solutions Inc.   May 2014 - Present
GMAN Trading LLC   September 2013 - May 2014
Investment Banking Institute   March 2013 - September 2013
YR Equities   June 2011 - March 2013
Rafferty Capital Markets  June 2010 - August 2010
B&B Investment Group   September 2008 - May 2009

Skills
Financial Modeling, Investment Banking, Valuation, Economics, Due Diligence, Strategy, Finance, Bloomberg, Trading, Bloomberg Terminal, Fixed Income, DCF, Portfolio Management, Corporate Finance, Equities, Business Strategy, Marketing, Financial Statement..., DCF Valuation, Comparable Analysis, Precedent Transactions, Equity Research Analysis, Real Estate, Business Analysis, Business Development, Engagement Management

Education
Investment Banking Institute   2012 — 2012
Investment Banking/Corporate Finance/Financial Modeling and Valuation

New York University   2007 — 2011
B.A, Economics, GPA: 3.5

Tel Aviv University - Lowy School of Overseas Students   2006 — 2007

Experience
Sankaty Advisors  July 2015 - Present
University of Notre Dame  January 2012 - May 2015
Sankaty Advisors  June 2014 - August 2014
CDG Group  June 2013 - August 2013
University of Notre Dame Academic Services for Student Athletes  August 2012 - May 2013
Investment Banking Institute   July 2012 - August 2012
Gateway Jr. PGA   March 2011 - August 2011

Education
University of Notre Dame   2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General

Experience
Generation Wireless   September 2009 - December 2012
Investment Banking Institute   July 2012 - August 2012
Rockwell Capital Management   July 2006 - August 2009

Skills
Financial Modeling, Private Equity, Business Development, Business Strategy, Business Modeling, Valuation, Financial Analysis, Investment Banking, Due Diligence, KYC, KPI implementation, Market Development, Venture Capital, Capital Raising, Hedge Funds, Operations Management, Start-ups, Crowdfunding, Investment Research, Corporate Finance, Sensitivity Analysis, Zendesk, Zoho, Advent, Salesforce.com, Direct Sales, Human Resources, Scenario analysis, Store Operations, Social Media, Entrepreneurship, Drupal, Google Analytics, Google Docs, Web Analytics, FX trading, Regulation D, Sales Operations, Credit Analysis, Risk Management, JavaScript, jQuery, CSS3, HTML 5, Ruby on Rails, Ruby, Java

Education
Borough of Manhattan Community College