Investment Club
Description
An investment club is a group of individuals who meet for the purpose of pooling money and investing; members typically meet on a periodic basis to make investment decisions as a group through a voting process and recording of minutes, or gather information and perform investment transactions outside the group.
Investment Club List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Investment Club. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Investment Club Salaries. You can even request information on how much does Investment Club pay if you want to. Learn about salaries, pros and cons of working for Investment Club directly from the past employees.
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25 Investment Club employees in database. Find out everything there's to know about Investment Club employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Investment Club Employees
Employee
Years
Job
Industry
Heath Goodwin Heath Goodwin's Investment Club Experience May 2013 - August 2014
Job Executive Board Member: Treasurer at Pace University
Industry
Experience
Self Employed March 2009 - Present
Investment Club May 2013 - August 2014
Chardan Capital Markets February 2014 - May 2014
German American January 2012 - May 2012
Skills
Microsoft Office, Day Trading, Equity Trading, Momentum Trading, Trading System..., Finance, Equities, Trading
Education
Pace University - Lubin School of Business 2013 — 2016
Bachelor's Degree, Finance, 3.38/4.00
Vincennes University 2012 — 2013
Bachelor's Degree, Business Administration and Management, General, 3.33/4.00
Self Employed March 2009 - Present
Investment Club May 2013 - August 2014
Chardan Capital Markets February 2014 - May 2014
German American January 2012 - May 2012
Skills
Microsoft Office, Day Trading, Equity Trading, Momentum Trading, Trading System..., Finance, Equities, Trading
Education
Pace University - Lubin School of Business 2013 — 2016
Bachelor's Degree, Finance, 3.38/4.00
Vincennes University 2012 — 2013
Bachelor's Degree, Business Administration and Management, General, 3.33/4.00
Christina Fregosi Christina Fregosi's Investment Club Experience September 2012 - May 2013
Job Desktop Support Technician Child Mind Institute
Industry Information Technology and Services
Experience
Child Mind Institute October 2014 - Present
Apple June 2013 - October 2014
Freelance December 2012 - October 2014
Nassau BOCES January 2012 - June 2013
Investment Club September 2012 - May 2013
State University of New York at Oswego August 2011 - May 2013
Nassau BOCES January 2009 - August 2011
Nassau BOCES June 2010 - August 2010
Skills
Microsoft Office, Research, PowerPoint, OS X, Public Speaking, Windows 7, Customer Service, Microsoft Excel, Microsoft Word, Social Media, Access, Teaching, Windows, Time Management, System Administration, Community Outreach, HTML, CSS, HTML 5, Java, JavaScript, SQL, Troubleshooting, Networking, Social Networking, Facebook
Education
SUNY Oswego 2009 — 2013
Bachelor of Arts (B.A.)
Massapequa High School 2006 — 2009
GED
Child Mind Institute October 2014 - Present
Apple June 2013 - October 2014
Freelance December 2012 - October 2014
Nassau BOCES January 2012 - June 2013
Investment Club September 2012 - May 2013
State University of New York at Oswego August 2011 - May 2013
Nassau BOCES January 2009 - August 2011
Nassau BOCES June 2010 - August 2010
Skills
Microsoft Office, Research, PowerPoint, OS X, Public Speaking, Windows 7, Customer Service, Microsoft Excel, Microsoft Word, Social Media, Access, Teaching, Windows, Time Management, System Administration, Community Outreach, HTML, CSS, HTML 5, Java, JavaScript, SQL, Troubleshooting, Networking, Social Networking, Facebook
Education
SUNY Oswego 2009 — 2013
Bachelor of Arts (B.A.)
Massapequa High School 2006 — 2009
GED
Grant Pusinelli's Investment Club Experience August 2010 - May 2012
Job Student at Indiana University Bloomington
Industry
Experience
Investment Club August 2010 - May 2012
Kramer Foods August 2010 - February 2012
Skills
Teamwork, Sports, Hardwork, Organization, Group Work
Education
Indiana University Bloomington 2012 — 2016
Investment Club August 2010 - May 2012
Kramer Foods August 2010 - February 2012
Skills
Teamwork, Sports, Hardwork, Organization, Group Work
Education
Indiana University Bloomington 2012 — 2016
Kang Shi's Investment Club Experience September 2013 - May 2014
Job Student at Lafayette College
Industry Higher Education
Experience
Lafayette College August 2012 - Present
T3 Trading Group LLC June 2015 - August 2015
Investment Club September 2013 - May 2014
XR Trading December 2012 - December 2013
Education
Lafayette College 2012 — 2016
Bachelor's degree, Economics
Lafayette College 2012 — 2016
Economics
Goldsmiths, University of London 2013 — 2013
Economics
Lafayette College August 2012 - Present
T3 Trading Group LLC June 2015 - August 2015
Investment Club September 2013 - May 2014
XR Trading December 2012 - December 2013
Education
Lafayette College 2012 — 2016
Bachelor's degree, Economics
Lafayette College 2012 — 2016
Economics
Goldsmiths, University of London 2013 — 2013
Economics
Vincent Stubbs Vincent Stubbs's Investment Club Experience August 2011 - May 2013
Job ISU and AIESEC Member
Industry
Experience
International Student Union September 2014 - Present
AIESEC January 2014 - Present
Ohio University Hall Council August 2013 - Present
Army ROTC August 2013 - August 2014
Investment Club August 2011 - May 2013
Skills
Teamwork, Strategic Planning, Social Networking, Leadership, Science, Numerical Analysis, Technology Integration, Sales, Time Management
Education
Ohio University 2013 — 2017
International Student Union September 2014 - Present
AIESEC January 2014 - Present
Ohio University Hall Council August 2013 - Present
Army ROTC August 2013 - August 2014
Investment Club August 2011 - May 2013
Skills
Teamwork, Strategic Planning, Social Networking, Leadership, Science, Numerical Analysis, Technology Integration, Sales, Time Management
Education
Ohio University 2013 — 2017
Mainza Moono Mainza Moono's Investment Club Experience August 2011 - August 2014
Job Analyst at Makena Capital Management, LLC
Industry Investment Management
Experience
Makena Capital Management, LLC August 2015 - Present
Economics Department January 2012 - May 2015
Honors Program Student Board September 2013 - 2015
Makena Capital Management, LLC June 2014 - August 2014
Investment Club August 2011 - August 2014
Development Bank of Zambia May 2014 - June 2014
Economics Student Board January 2013 - December 2013
Auerbach Grayson May 2013 - August 2013
Ohio Wesleyan University June 2012 - August 2012
Skills
Economics, Research, PowerPoint, Data Analysis, Microsoft Excel, Critical Thinking, Microsoft Word, Microsoft Office, Public Speaking, Bloomberg Terminal, Bloomberg, Equity Research, SPSS, Windows & Mac operating..., Social Media, Morningstar Direct, Nonprofits, Shareholder Activism, Global Public Equity, Private Equity, Emerging Markets
Education
Ohio Wesleyan University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Cum Laude
African Leadership Academy 2008 — 2010
Cambridge International Advanced Level (A-Levels), Economics, Mathematics, Physics
Lusaka International Community School 2001 — 2008
International General Certificate of Secondary Education
Makena Capital Management, LLC August 2015 - Present
Economics Department January 2012 - May 2015
Honors Program Student Board September 2013 - 2015
Makena Capital Management, LLC June 2014 - August 2014
Investment Club August 2011 - August 2014
Development Bank of Zambia May 2014 - June 2014
Economics Student Board January 2013 - December 2013
Auerbach Grayson May 2013 - August 2013
Ohio Wesleyan University June 2012 - August 2012
Skills
Economics, Research, PowerPoint, Data Analysis, Microsoft Excel, Critical Thinking, Microsoft Word, Microsoft Office, Public Speaking, Bloomberg Terminal, Bloomberg, Equity Research, SPSS, Windows & Mac operating..., Social Media, Morningstar Direct, Nonprofits, Shareholder Activism, Global Public Equity, Private Equity, Emerging Markets
Education
Ohio Wesleyan University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Cum Laude
African Leadership Academy 2008 — 2010
Cambridge International Advanced Level (A-Levels), Economics, Mathematics, Physics
Lusaka International Community School 2001 — 2008
International General Certificate of Secondary Education
Chris Ulyett Chris Ulyett's Investment Club Experience September 2013 - Present
Job Gallery Monitor at Williams Center for the Arts
Industry
Experience
Investment Club September 2013 - Present
Williams Center for the Arts September 2013 - Present
Final Warning LLC April 2008 - Present
Macquarie Group January 2015 - January 2015
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Data Analysis, Access
Education
Lafayette College 2013 — 2017
Bachelor of Arts (BA), Economics
Investment Club September 2013 - Present
Williams Center for the Arts September 2013 - Present
Final Warning LLC April 2008 - Present
Macquarie Group January 2015 - January 2015
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Data Analysis, Access
Education
Lafayette College 2013 — 2017
Bachelor of Arts (BA), Economics
Kristen Mozian Kristen Mozian's Investment Club Experience September 2008 - December 2008
Job Client Services Manager, Small Business Development Center, CLIMB Center at Portland Community College
Industry Nonprofit Organization Management
Experience
Portland Community College July 2013 - Present
FMYI November 2012 - July 2013
MERIT (MicroEnterprise Resources, Initiatives & Training) August 2011 - November 2012
MicroEnterprise Resources, Initiatives & Training (MERIT) August 2010 - August 2011
Messiah College January 2010 - February 2010
Messiah College September 2009 - December 2009
State of Connecticut, Office of Policy and Management May 2009 - August 2009
Students in Free Enterprise September 2008 - December 2008
Investment Club September 2008 - December 2008
Group Workcampus Foundation May 2007 - August 2008
Skills
Social Entrepreneurship, Grant Writing, Strategic Planning, Budgets, Business Planning, Design Thinking, Non-profits, Fundraising, Community Outreach, Public Speaking, Program Development, Research, Volunteer Management, Event Planning, Social Media, Social Enterprise, Qualitative Research, Entrepreneurship, Program Evaluation, Project Coordination, User Interface Design, Project Planning, Philanthropy, Project Management, User Experience, User Interface, Community Development, Nonprofits, Policy, Program Management, Leadership, Grants, Management, Marketing
Education
Messiah College 2008 — 2010
Bachelor of Arts, Finance
Temple University 2009 — 2009
Finance
Uganda Christian University 2009 — 2009
Northeastern University 2006 — 2008
Finance
Portland Community College July 2013 - Present
FMYI November 2012 - July 2013
MERIT (MicroEnterprise Resources, Initiatives & Training) August 2011 - November 2012
MicroEnterprise Resources, Initiatives & Training (MERIT) August 2010 - August 2011
Messiah College January 2010 - February 2010
Messiah College September 2009 - December 2009
State of Connecticut, Office of Policy and Management May 2009 - August 2009
Students in Free Enterprise September 2008 - December 2008
Investment Club September 2008 - December 2008
Group Workcampus Foundation May 2007 - August 2008
Skills
Social Entrepreneurship, Grant Writing, Strategic Planning, Budgets, Business Planning, Design Thinking, Non-profits, Fundraising, Community Outreach, Public Speaking, Program Development, Research, Volunteer Management, Event Planning, Social Media, Social Enterprise, Qualitative Research, Entrepreneurship, Program Evaluation, Project Coordination, User Interface Design, Project Planning, Philanthropy, Project Management, User Experience, User Interface, Community Development, Nonprofits, Policy, Program Management, Leadership, Grants, Management, Marketing
Education
Messiah College 2008 — 2010
Bachelor of Arts, Finance
Temple University 2009 — 2009
Finance
Uganda Christian University 2009 — 2009
Northeastern University 2006 — 2008
Finance
Guilherme Ferreira de Avila's Investment Club Experience August 2014 - May 2015
Job Senior Economics & Finance Student
Industry Financial Services
Experience
Lafayette College August 2013 - Present
Morgan Stanley June 2015 - August 2015
Lafayette College 2015 - May 2015
Investment Club August 2014 - May 2015
Lafayette College February 2013 - February 2015
Lafayette College May 2013 - December 2013
Department of Economics at Lafayette College September 2012 - December 2013
The Walt Disney Company November 2009 - February 2010
Skills
Financial Analysis, Stata, Research, Econometrics, Financial Modeling, Investments, Data Analysis, Quantitative Analytics, Latin American markets, Equity Research, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Economics, Management, Finance, PowerPoint, Microsoft PowerPoint, Sales, English, Photoshop, Training, Analysis, Social Media, Brazilian Economy, Statistics, Spanish, Teamwork, Public Speaking, Time Management
Education
Lafayette College 2012 — 2016
Bachelor's Degree, Economics with a Certificate of Financial Policy & Analysis
Universidade de Brasília 2008 — 2011
Bachelor's degree (5/8 semesters), International Relations
United Nations, Brasilia
United Nations Dialogues Course
Kirkland Lake District Composite School 2006 — 2007
High School
Lafayette College August 2013 - Present
Morgan Stanley June 2015 - August 2015
Lafayette College 2015 - May 2015
Investment Club August 2014 - May 2015
Lafayette College February 2013 - February 2015
Lafayette College May 2013 - December 2013
Department of Economics at Lafayette College September 2012 - December 2013
The Walt Disney Company November 2009 - February 2010
Skills
Financial Analysis, Stata, Research, Econometrics, Financial Modeling, Investments, Data Analysis, Quantitative Analytics, Latin American markets, Equity Research, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Economics, Management, Finance, PowerPoint, Microsoft PowerPoint, Sales, English, Photoshop, Training, Analysis, Social Media, Brazilian Economy, Statistics, Spanish, Teamwork, Public Speaking, Time Management
Education
Lafayette College 2012 — 2016
Bachelor's Degree, Economics with a Certificate of Financial Policy & Analysis
Universidade de Brasília 2008 — 2011
Bachelor's degree (5/8 semesters), International Relations
United Nations, Brasilia
United Nations Dialogues Course
Kirkland Lake District Composite School 2006 — 2007
High School
Nicholas Wentz Nicholas Wentz's Investment Club Experience September 2007 - December 2007
Job Head of Marketing at SaneBox
Industry Internet
Experience
SaneBox September 2012 - Present
Oregon Entrepreneurs Network January 2007 - October 2012
Chirp Social Inc January 2010 - May 2012
Vantage Enterprise October 2010 - September 2011
Northwestern Mutual June 2008 - January 2009
Windermere Real Estate May 2008 - November 2008
University of Oregon March 2008 - June 2008
Investment Club September 2007 - December 2007
Alpha Kappa Psi September 2007 - December 2007
Habitat for Humanity May 2004 - August 2004
Skills
Estate Planning, Social Media, Public Speaking, Task Management, Event Planning, Social Networking, Fundraising, Marketing, Development Planning, Social Media Marketing, Facebook, Strategic Planning, Entrepreneurship, Strategy, Public Relations, Advertising, Analysis, Time Management, Start-ups, Online Marketing, Strategic Partnerships, Marketing Strategy, Small Business, Market Research, Email Marketing, Business Development, SEO, Lead Generation, Leadership, E-commerce, Breathing, Pole Dancing, Online Advertising, Knitting, Business Planning, Digital Strategy, Digital Marketing
Education
University of Oregon 2005 — 2010
Bachelor of Science, Planning, Public Policy and Management Major
University of Oregon 2005 — 2007
Bachelor of Science, Architecture and business
San Diego State University-California State University 2007 — 2007
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
CCIM Institute 2008 — 2010
SaneBox September 2012 - Present
Oregon Entrepreneurs Network January 2007 - October 2012
Chirp Social Inc January 2010 - May 2012
Vantage Enterprise October 2010 - September 2011
Northwestern Mutual June 2008 - January 2009
Windermere Real Estate May 2008 - November 2008
University of Oregon March 2008 - June 2008
Investment Club September 2007 - December 2007
Alpha Kappa Psi September 2007 - December 2007
Habitat for Humanity May 2004 - August 2004
Skills
Estate Planning, Social Media, Public Speaking, Task Management, Event Planning, Social Networking, Fundraising, Marketing, Development Planning, Social Media Marketing, Facebook, Strategic Planning, Entrepreneurship, Strategy, Public Relations, Advertising, Analysis, Time Management, Start-ups, Online Marketing, Strategic Partnerships, Marketing Strategy, Small Business, Market Research, Email Marketing, Business Development, SEO, Lead Generation, Leadership, E-commerce, Breathing, Pole Dancing, Online Advertising, Knitting, Business Planning, Digital Strategy, Digital Marketing
Education
University of Oregon 2005 — 2010
Bachelor of Science, Planning, Public Policy and Management Major
University of Oregon 2005 — 2007
Bachelor of Science, Architecture and business
San Diego State University-California State University 2007 — 2007
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies
CCIM Institute 2008 — 2010
Merkle Greene Merkle Greene's Investment Club Experience May 2012 - December 2012
Job Credit Coordinator at Anchor Bank, N.A.
Industry Financial Services
Experience
Anchor Bank, N.A. September 2014 - Present
Wells Fargo January 2014 - September 2014
Minneapolis Financial Group July 2013 - September 2013
Capital One 360 September 2012 - May 2013
Husky Growth Fund May 2012 - December 2012
Investment Club May 2012 - December 2012
St. Cloud State University August 2009 - September 2012
isd 742 September 2009 - December 2009
Skills
Sales, Banking, Relationship Management, Communication, Public Speaking, Microsoft Office, Social Networking, Social Media, Leadership, Teamwork, Critical Thinking, Finance, Time Management, Team Leadership, Customer Service, Microsoft Excel, Microsoft Word, Data Analysis
Education
Saint Cloud State University - G.R. Herberger College of Business 2008 — 2012
Bachelor of Science (BS) AACSB Accredited, Finance, General, Senior
Anchor Bank, N.A. September 2014 - Present
Wells Fargo January 2014 - September 2014
Minneapolis Financial Group July 2013 - September 2013
Capital One 360 September 2012 - May 2013
Husky Growth Fund May 2012 - December 2012
Investment Club May 2012 - December 2012
St. Cloud State University August 2009 - September 2012
isd 742 September 2009 - December 2009
Skills
Sales, Banking, Relationship Management, Communication, Public Speaking, Microsoft Office, Social Networking, Social Media, Leadership, Teamwork, Critical Thinking, Finance, Time Management, Team Leadership, Customer Service, Microsoft Excel, Microsoft Word, Data Analysis
Education
Saint Cloud State University - G.R. Herberger College of Business 2008 — 2012
Bachelor of Science (BS) AACSB Accredited, Finance, General, Senior
Matthew J. Muller Matthew J. Muller's Investment Club Experience May 2011 - May 2014
Job Sales at Yottaa
Industry Computer Software
Experience
Yottaa September 2015 - Present
VMTurbo April 2015 - September 2015
VMTurbo September 2014 - April 2015
VMTurbo July 2014 - September 2014
VMTurbo May 2014 - July 2014
UMass Recreation Center September 2012 - May 2014
Investment Club May 2011 - May 2014
Juran Institute May 2011 - August 2013
Skills
Leadership, Sales, Virtualization, Business Strategy, Business Development, Six Sigma, Competitive Analysis, Cold Calling, SharePoint, SaaS, Salesforce.com, HTML, CSS, Technical Analysis, Marketing, Cloud Computing, Information Technology, VMware, Sage Accounts, Xcode, Objective-C, Management, Company Profiling, Microsoft Expression, Industry Analysis, Market Trends, Objective C, Microsoft Office, Social Media, CRM, Customer Service
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
Brookfield High School 2006 — 2010
Yottaa September 2015 - Present
VMTurbo April 2015 - September 2015
VMTurbo September 2014 - April 2015
VMTurbo July 2014 - September 2014
VMTurbo May 2014 - July 2014
UMass Recreation Center September 2012 - May 2014
Investment Club May 2011 - May 2014
Juran Institute May 2011 - August 2013
Skills
Leadership, Sales, Virtualization, Business Strategy, Business Development, Six Sigma, Competitive Analysis, Cold Calling, SharePoint, SaaS, Salesforce.com, HTML, CSS, Technical Analysis, Marketing, Cloud Computing, Information Technology, VMware, Sage Accounts, Xcode, Objective-C, Management, Company Profiling, Microsoft Expression, Industry Analysis, Market Trends, Objective C, Microsoft Office, Social Media, CRM, Customer Service
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
Brookfield High School 2006 — 2010
Eiryn Lawrence Eiryn Lawrence's Investment Club Experience October 2012 - May 2013
Job Student at Baruch College
Industry Investment Banking
Experience
UtiliSave, LLC July 2015 - Present
Credit Suisse May 2015 - May 2015
BlackRock April 2015 - April 2015
Congressional Black Caucus Foundation July 2014 - August 2014
Medgar Evers College of The City University of New York March 2014 - August 2014
National Model United Nations January 2014 - July 2014
StreetWise Partners March 2014 - June 2014
Investment Club October 2012 - May 2013
Deloitte June 2012 - June 2012
Goldman Sachs May 2012 - May 2012
Skills
PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Windows, Research, HTML, English, Teaching, Strategic Planning, Budgets, Negotiation, Editing, XHTML, CSS, Web Development, Web Design, Tutoring, Networking, Project Management, Collaboration, Time Management, Leadership, Microsoft Excel, Teamwork
Education
City University of New York-Baruch College 2014 — 2017
Bachelor of Business Administration (BBA), Finance and Investments with a minor in Organizational/Industrial Psychology
City University of New York-Medgar Evers College 2012 — 2014
Associate of Science (A.S), Business Administration, Cum Laude
CUNY New York City College of Technology 2012 — 2012
College Now, 3.30
City University of New York-Brooklyn College 2010 — 2012
College Now, 3.85
Brooklyn College Academy 2006 — 2012
Regents Diploma
UtiliSave, LLC July 2015 - Present
Credit Suisse May 2015 - May 2015
BlackRock April 2015 - April 2015
Congressional Black Caucus Foundation July 2014 - August 2014
Medgar Evers College of The City University of New York March 2014 - August 2014
National Model United Nations January 2014 - July 2014
StreetWise Partners March 2014 - June 2014
Investment Club October 2012 - May 2013
Deloitte June 2012 - June 2012
Goldman Sachs May 2012 - May 2012
Skills
PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Windows, Research, HTML, English, Teaching, Strategic Planning, Budgets, Negotiation, Editing, XHTML, CSS, Web Development, Web Design, Tutoring, Networking, Project Management, Collaboration, Time Management, Leadership, Microsoft Excel, Teamwork
Education
City University of New York-Baruch College 2014 — 2017
Bachelor of Business Administration (BBA), Finance and Investments with a minor in Organizational/Industrial Psychology
City University of New York-Medgar Evers College 2012 — 2014
Associate of Science (A.S), Business Administration, Cum Laude
CUNY New York City College of Technology 2012 — 2012
College Now, 3.30
City University of New York-Brooklyn College 2010 — 2012
College Now, 3.85
Brooklyn College Academy 2006 — 2012
Regents Diploma
Orgil Batzorig's Investment Club Experience January 2014 - August 2014
Job Magento Specialist
Industry Market Research
Experience
eBoundHost August 2015 - Present
Albion College September 2014 - May 2015
KDB Daewoo Securities June 2014 - August 2014
Investment Club January 2014 - August 2014
Bloomberg LP August 2013 - May 2014
Albion College August 2013 - May 2014
Albion College-Facilities November 2012 - May 2014
Altai Holding LLC June 2012 - August 2012
Skills
Public Speaking, Microsoft Excel, PowerPoint, Marketing, Editing, Financial Statement..., Microsoft Office, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Social Media, Accounting, Leadership
Education
Albion College 2011 — 2015
Bachelor's Degree, Economics & Finance, 3.64/4.00
Hobby High School, Ulaanbaatar 2008 — 2011
High School diploma, High School/Secondary Diplomas and Certificates
eBoundHost August 2015 - Present
Albion College September 2014 - May 2015
KDB Daewoo Securities June 2014 - August 2014
Investment Club January 2014 - August 2014
Bloomberg LP August 2013 - May 2014
Albion College August 2013 - May 2014
Albion College-Facilities November 2012 - May 2014
Altai Holding LLC June 2012 - August 2012
Skills
Public Speaking, Microsoft Excel, PowerPoint, Marketing, Editing, Financial Statement..., Microsoft Office, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Social Media, Accounting, Leadership
Education
Albion College 2011 — 2015
Bachelor's Degree, Economics & Finance, 3.64/4.00
Hobby High School, Ulaanbaatar 2008 — 2011
High School diploma, High School/Secondary Diplomas and Certificates
Anthony Caliendo's Investment Club Experience October 2013 - Present
Job Quinnipiac University School of Business
Industry Financial Services
Experience
Investment Club October 2013 - Present
Accounting Club October 2013 - Present
ILLUSTRO TRADING June 2015 - July 2015
International Snack Bar Company May 2008 - August 2014
Wall Street Prep April 2014 - April 2014
Skills
PowerPoint, Research, Microsoft Word, Customer Service, Teamwork, Project Management, Public Speaking, Microsoft Excel, Management, Microsoft Office, Banking, Real Estate
Education
Quinnipiac University 2012 — 2016
Accounting and Finance
Investment Club October 2013 - Present
Accounting Club October 2013 - Present
ILLUSTRO TRADING June 2015 - July 2015
International Snack Bar Company May 2008 - August 2014
Wall Street Prep April 2014 - April 2014
Skills
PowerPoint, Research, Microsoft Word, Customer Service, Teamwork, Project Management, Public Speaking, Microsoft Excel, Management, Microsoft Office, Banking, Real Estate
Education
Quinnipiac University 2012 — 2016
Accounting and Finance
Zhongyi Tang Zhongyi Tang's Investment Club Experience September 2012 - May 2014
Job Intern at Bradley, Foster & Sargent, Inc.
Industry Financial Services
Experience
Bradley, Foster & Sargent, Inc. January 2015 - Present
Vernon Social Student Manager September 2014 - Present
Investment Club September 2012 - May 2014
Nanyang Commercial Bank Ltd. June 2013 - July 2013
Ecnonomics with Management Fellows Program August 2012 - May 2013
Skills
Java, C++ Language, Stata, SPSS, Matlab, EViews, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Mandarin, Mathematics, Bloomberg
Education
Trinity College-Hartford 2014 — 2016
Bachelor of Science (B.S.), Economics and Mathematics
Ohio Wesleyan University 2012 — 2014
None, Mathematics and Economics, 3.85
Bradley, Foster & Sargent, Inc. January 2015 - Present
Vernon Social Student Manager September 2014 - Present
Investment Club September 2012 - May 2014
Nanyang Commercial Bank Ltd. June 2013 - July 2013
Ecnonomics with Management Fellows Program August 2012 - May 2013
Skills
Java, C++ Language, Stata, SPSS, Matlab, EViews, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Mandarin, Mathematics, Bloomberg
Education
Trinity College-Hartford 2014 — 2016
Bachelor of Science (B.S.), Economics and Mathematics
Ohio Wesleyan University 2012 — 2014
None, Mathematics and Economics, 3.85
Kellen Mathers's Investment Club Experience January 2011 - August 2011
Job Senior Financial Analyst at Big Heart Pet Brands
Industry Consumer Goods
Experience
Big Heart Pet Brands August 2015 - Present
The Green Bench Film July 2014 - June 2015
Cleveland Research Company July 2012 - June 2014
Cleveland Research Company May 2011 - August 2011
Investment Club January 2011 - August 2011
Student International Business Council (SIBC) January 2010 - May 2011
Union Bank May 2010 - August 2010
Development Phone Center September 2009 - May 2010
Marvkap, Inc July 2009 - August 2009
Skills
Financial Modeling, Finance, Research, Financial Analysis, Microsoft Excel, Valuation, Business Strategy, Agribusiness, Channel Research, PowerPoint, Microsoft Office, Microsoft Word, Corporate Finance, Investment Management, Equity Research, Equity Valuation, Financial Accounting, Financial Statement..., Commodity Markets, Data Analysis, FactSet, Thomson Reuters Baseline
Education
University of Notre Dame 2008 — 2012
Bachelor, Business Administration; Finance & History; Business
University of Notre Dame - Mendoza College of Business 2008 — 2012
BBA, Finance & History
Big Heart Pet Brands August 2015 - Present
The Green Bench Film July 2014 - June 2015
Cleveland Research Company July 2012 - June 2014
Cleveland Research Company May 2011 - August 2011
Investment Club January 2011 - August 2011
Student International Business Council (SIBC) January 2010 - May 2011
Union Bank May 2010 - August 2010
Development Phone Center September 2009 - May 2010
Marvkap, Inc July 2009 - August 2009
Skills
Financial Modeling, Finance, Research, Financial Analysis, Microsoft Excel, Valuation, Business Strategy, Agribusiness, Channel Research, PowerPoint, Microsoft Office, Microsoft Word, Corporate Finance, Investment Management, Equity Research, Equity Valuation, Financial Accounting, Financial Statement..., Commodity Markets, Data Analysis, FactSet, Thomson Reuters Baseline
Education
University of Notre Dame 2008 — 2012
Bachelor, Business Administration; Finance & History; Business
University of Notre Dame - Mendoza College of Business 2008 — 2012
BBA, Finance & History
Kevin Valley Kevin Valley's Investment Club Experience January 2013 - December 2013
Job Background in Customer Service, Management, and Finance
Industry Financial Services
Experience
Beta Nu Xi October 2009 - Present
Blumark January 2014 - April 2015
First Investors 2015 - 2015
Blumark Advisors October 2013 - December 2013
The Society of Human Resource Management April 2013 - December 2013
Investment Club January 2013 - December 2013
LSSU Food Service September 2008 - December 2013
Inter Greek Council September 2011 - April 2013
Presidents Council September 2010 - April 2013
Enactus April 2011 - December 2011
Skills
Catering, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Leadership, Teamwork, Microsoft Office, Management, Event Planning, Fundraising, Team Leadership, Food, Public Speaking, Time Management, Event Management, Research, Restaurants, Social Networking, Culinary Skills, Public Relations
Education
Lake Superior State University 2008 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Beta Nu Xi October 2009 - Present
Blumark January 2014 - April 2015
First Investors 2015 - 2015
Blumark Advisors October 2013 - December 2013
The Society of Human Resource Management April 2013 - December 2013
Investment Club January 2013 - December 2013
LSSU Food Service September 2008 - December 2013
Inter Greek Council September 2011 - April 2013
Presidents Council September 2010 - April 2013
Enactus April 2011 - December 2011
Skills
Catering, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Leadership, Teamwork, Microsoft Office, Management, Event Planning, Fundraising, Team Leadership, Food, Public Speaking, Time Management, Event Management, Research, Restaurants, Social Networking, Culinary Skills, Public Relations
Education
Lake Superior State University 2008 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Jeff Walton's Investment Club Experience May 2013 - May 2014
Job Treaty Analyst at Willis Re
Industry Insurance
Experience
Willis Re July 2014 - Present
Investment Club May 2013 - May 2014
Phi Delta Theta Fraternity Washington Delta August 2012 - May 2014
Student Athlete Advisory Committee April 2012 - May 2013
Cintas May 2012 - January 2013
Inter-Fraternity Council (University of Puget Sound) August 2011 - February 2012
Skills
Financial Accounting, Managerial Accounting, Marketing, International Marketing, Finance, Management, Natural Resource..., Natural Resource..., Sustainability, Sustainability..., Sustainable Energy, Baseball, College Football, Coaching, Economics, Supply Chain Management, Energy Efficiency, Business Efficiency, Process Efficiency, Microsoft Excel, Microsoft Word, PowerPoint, Prezi, Social Networking, Entrepreneurship, Facebook, Twitter, Youtube, Business Strategy, Stata, Econometrics, Environmental Economics, Microeconomics, Sales, Sales Operations, Research, Leadership, Data Analysis, Market Research, Microsoft Office, Public Speaking
Education
University of Puget Sound 2010 — 2014
Bachelor of Arts (BA), Business and Economics, 2014
Del Campo High School 2006 — 2010
Willis Re July 2014 - Present
Investment Club May 2013 - May 2014
Phi Delta Theta Fraternity Washington Delta August 2012 - May 2014
Student Athlete Advisory Committee April 2012 - May 2013
Cintas May 2012 - January 2013
Inter-Fraternity Council (University of Puget Sound) August 2011 - February 2012
Skills
Financial Accounting, Managerial Accounting, Marketing, International Marketing, Finance, Management, Natural Resource..., Natural Resource..., Sustainability, Sustainability..., Sustainable Energy, Baseball, College Football, Coaching, Economics, Supply Chain Management, Energy Efficiency, Business Efficiency, Process Efficiency, Microsoft Excel, Microsoft Word, PowerPoint, Prezi, Social Networking, Entrepreneurship, Facebook, Twitter, Youtube, Business Strategy, Stata, Econometrics, Environmental Economics, Microeconomics, Sales, Sales Operations, Research, Leadership, Data Analysis, Market Research, Microsoft Office, Public Speaking
Education
University of Puget Sound 2010 — 2014
Bachelor of Arts (BA), Business and Economics, 2014
Del Campo High School 2006 — 2010
Vinay Raj's Investment Club Experience August 2014 - January 2015
Job Student at Ohio Wesleyan University
Industry Financial Services
Experience
Delta Tau Delta Fraternity December 2014 - Present
AKD Investment Management Limited June 2015 - July 2015
Investment Club August 2014 - January 2015
NIB Bank July 2014 - August 2014
Citi June 2013 - July 2013
Skills
Microsoft Office, Portfolio Management, Research, Economics, Investments, Financial Analysis, Microsoft Excel, Equity Research, Equity Valuation
Education
Ohio Wesleyan University 2012 — 2016
Bachelor of Arts (BA), Accounting and Finance
Delta Tau Delta Fraternity December 2014 - Present
AKD Investment Management Limited June 2015 - July 2015
Investment Club August 2014 - January 2015
NIB Bank July 2014 - August 2014
Citi June 2013 - July 2013
Skills
Microsoft Office, Portfolio Management, Research, Economics, Investments, Financial Analysis, Microsoft Excel, Equity Research, Equity Valuation
Education
Ohio Wesleyan University 2012 — 2016
Bachelor of Arts (BA), Accounting and Finance
Didier Rosenfeld, CFA Didier Rosenfeld, CFA's Investment Club Experience October 1996 - September 1997
Job Portfolio Manager & Senior Analyst at Cornerstone Capital Management Holdings LLC
Industry Investment Management
Experience
Cornerstone Capital Management Holdings LLC March 2014 - Present
SSgA - Summary December 2007 - 2013
State Street Global Advisors 2007 - 2013
State Street Global Advisors 2007 - 2007
State Street Global Advisors 2000 - 2007
BCEN EUROBANK 1998 - 1998
Arthur Andersen Management 1998 - 1998
Investment Club October 1996 - September 1997
Skills
Programming: Pascal &..., Honors: Awarded a 2007..., Programming, Equities, Bloomberg, Mergers & Acquisitions, Investments, Emerging Markets, Portfolio Management, Strategy, Options, Fixed Income, Quantitative Finance, Mergers, Financial Modeling, Trading, Due Diligence, Commodity, Bonds, Alternative Investments, Derivatives, Asset Allocation, Hedge Funds, Equity Research, Investment Strategies, Investment Management, ETFs, Portfolio Optimization, Asset Management, Financial Services, Global Macro, Global Strategy, Capital Markets, Financial Markets, Mutual Funds, Fund Of Funds, Currency, Equity Derivatives, Structured Products, FX Options
Education
Northeastern University 1999 — 1999
Master of Business Administration, Investment Finance, 3.9
REIMS Management School (One of France’s top School of Management; Sup de Co Reims) 1996 — 1998
Master in Management, Finance, Economics, Statistics
Lycee Pierre de Fermat, Toulouse, FRANCE 1994 — 1996
Preparation classes for France’s Graduate Business Schools entrance examination
Lycee Pierre d'Aragon, Muret, FRANCE 1991 — 1994
Baccalaureate C, Mathematics and Physics, First class honors (top 1%): Mention ”Tres Bien”
Cornerstone Capital Management Holdings LLC March 2014 - Present
SSgA - Summary December 2007 - 2013
State Street Global Advisors 2007 - 2013
State Street Global Advisors 2007 - 2007
State Street Global Advisors 2000 - 2007
BCEN EUROBANK 1998 - 1998
Arthur Andersen Management 1998 - 1998
Investment Club October 1996 - September 1997
Skills
Programming: Pascal &..., Honors: Awarded a 2007..., Programming, Equities, Bloomberg, Mergers & Acquisitions, Investments, Emerging Markets, Portfolio Management, Strategy, Options, Fixed Income, Quantitative Finance, Mergers, Financial Modeling, Trading, Due Diligence, Commodity, Bonds, Alternative Investments, Derivatives, Asset Allocation, Hedge Funds, Equity Research, Investment Strategies, Investment Management, ETFs, Portfolio Optimization, Asset Management, Financial Services, Global Macro, Global Strategy, Capital Markets, Financial Markets, Mutual Funds, Fund Of Funds, Currency, Equity Derivatives, Structured Products, FX Options
Education
Northeastern University 1999 — 1999
Master of Business Administration, Investment Finance, 3.9
REIMS Management School (One of France’s top School of Management; Sup de Co Reims) 1996 — 1998
Master in Management, Finance, Economics, Statistics
Lycee Pierre de Fermat, Toulouse, FRANCE 1994 — 1996
Preparation classes for France’s Graduate Business Schools entrance examination
Lycee Pierre d'Aragon, Muret, FRANCE 1991 — 1994
Baccalaureate C, Mathematics and Physics, First class honors (top 1%): Mention ”Tres Bien”
Charley Sanders, MBA Charley Sanders, MBA's Investment Club Experience August 2010 - March 2013
Job Licensed Banker at Citizens Bank
Industry Financial Services
Experience
Citizens Bank December 2013 - Present
Primerica Financial Services March 2013 - December 2013
Investment Club August 2010 - March 2013
University of Phoenix August 2007 - July 2012
Healthcare Innovations August 2006 - July 2007
Farmers Insurance October 2004 - July 2006
Oklahoma Army National Guard March 1996 - November 2004
Skills
Accounts Payable &..., General Ledger, Account..., Key Statistical Report..., Earnings Analysis &..., Financial Analysis &..., Economic & Demographic..., Budget & Cost Analysis, Project & Team..., Strong analytical,..., Proficient in use of..., Adult Education, Higher Education, Financial Analysis, Microsoft Office, QuickBooks, Data Analysis, Microsoft Excel, Customer Service, Nonprofits, Leadership, Access, Financial Modeling, Budgets, Analysis, Financial Forecasting, Teamwork, Finance, Teaching, Conflict Resolution, Recruiting, Project Management, Project Planning, Accounting, Process Improvement, Change Management, Management, Training, Program Management, Coaching, Team Building, Leadership Development, Public Speaking, Organizational..., Strategic Planning, Staff Development, Time Management, Policy, Entrepreneurship, Human Resources, Employee Training
Education
College for Financial Planning 2013 — 2013
Graduate Certificate, Financial Analysis, 3.33
University of Phoenix
Masters, Business Administration, 3.2
Northeastern State University
Bachelors, Management, Psychology, Leadership Communication
Citizens Bank December 2013 - Present
Primerica Financial Services March 2013 - December 2013
Investment Club August 2010 - March 2013
University of Phoenix August 2007 - July 2012
Healthcare Innovations August 2006 - July 2007
Farmers Insurance October 2004 - July 2006
Oklahoma Army National Guard March 1996 - November 2004
Skills
Accounts Payable &..., General Ledger, Account..., Key Statistical Report..., Earnings Analysis &..., Financial Analysis &..., Economic & Demographic..., Budget & Cost Analysis, Project & Team..., Strong analytical,..., Proficient in use of..., Adult Education, Higher Education, Financial Analysis, Microsoft Office, QuickBooks, Data Analysis, Microsoft Excel, Customer Service, Nonprofits, Leadership, Access, Financial Modeling, Budgets, Analysis, Financial Forecasting, Teamwork, Finance, Teaching, Conflict Resolution, Recruiting, Project Management, Project Planning, Accounting, Process Improvement, Change Management, Management, Training, Program Management, Coaching, Team Building, Leadership Development, Public Speaking, Organizational..., Strategic Planning, Staff Development, Time Management, Policy, Entrepreneurship, Human Resources, Employee Training
Education
College for Financial Planning 2013 — 2013
Graduate Certificate, Financial Analysis, 3.33
University of Phoenix
Masters, Business Administration, 3.2
Northeastern State University
Bachelors, Management, Psychology, Leadership Communication
Benson Huo's Investment Club Experience February 2010 - Present
Job Financial Analyst at Investment Club
Industry Financial Services
Experience
Investment Club February 2010 - Present
Self Employed December 2008 - Present
CIBC 2012 - 2013
CIBC 2012 - 2013
Immigrant Service of Guelph July 2012 - August 2012
Immigrant Services of Guelph January 2011 - June 2011
Quality Services Inc June 2008 - September 2008
Multicultural Festival April 2005 - April 2005
Skills
Strategic Financial..., Capital Budgeting, Project Portfolio..., Financial Research, Customer Service, Financial Forecasting, Risk Management, Microsoft Excel
Education
Canadian Securities Course (CSC) 2012 — 2012
Finance, General
University of Guelph 2006 — 2010
Honours Bachelor of Commerce, Management Economics of Industry & Finance
CFA Institute
CFA Level One Candidate, Finance and Financial Management Services
Investment Club February 2010 - Present
Self Employed December 2008 - Present
CIBC 2012 - 2013
CIBC 2012 - 2013
Immigrant Service of Guelph July 2012 - August 2012
Immigrant Services of Guelph January 2011 - June 2011
Quality Services Inc June 2008 - September 2008
Multicultural Festival April 2005 - April 2005
Skills
Strategic Financial..., Capital Budgeting, Project Portfolio..., Financial Research, Customer Service, Financial Forecasting, Risk Management, Microsoft Excel
Education
Canadian Securities Course (CSC) 2012 — 2012
Finance, General
University of Guelph 2006 — 2010
Honours Bachelor of Commerce, Management Economics of Industry & Finance
CFA Institute
CFA Level One Candidate, Finance and Financial Management Services
Perek Lundquist's Investment Club Experience 2008 - 2009
Job Enterprise Support Analyst at Concur Technologies
Industry Computer Software
Experience
Concur Technologies May 2008 - Present
Investment club 2008 - 2009
Education
Luther College 2002 — 2006
Concur Technologies May 2008 - Present
Investment club 2008 - 2009
Education
Luther College 2002 — 2006
Ben Slotnick's Investment Club Experience July 2010 - January 2011
Job Product Manager at Scivantage
Industry Investment Management
Experience
Scivantage December 2014 - Present
Lightning Options Trading May 2013 - December 2014
Fidelity Capital Markets February 2011 - May 2013
Investment Club July 2010 - January 2011
Commodore Builders March 2010 - January 2011
Skills
Bloomberg, Capital Markets, Investments, Trading, Derivatives, Portfolio Management
Education
Babson College
Bachelor of Science, Business Management; Finance; Economics
Scivantage December 2014 - Present
Lightning Options Trading May 2013 - December 2014
Fidelity Capital Markets February 2011 - May 2013
Investment Club July 2010 - January 2011
Commodore Builders March 2010 - January 2011
Skills
Bloomberg, Capital Markets, Investments, Trading, Derivatives, Portfolio Management
Education
Babson College
Bachelor of Science, Business Management; Finance; Economics