Investment Firm
Industry: Organization type
DescriptionAn investment company is also called pooled investments since the invested money will be pooled together. An investment company is a financial institution principally engaged in investing in securities. The investment company pooled the money to invest in securities.
Investment Firm List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Investment Firm. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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62 Investment Firm employees in database. Find out everything there's to know about Investment Firm 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 Firm Employees
Employee
Years
Job
Industry
Michael C. Ray Michael C. Ray's Investment Firm Experience April 2014 - June 2014
Job Research Intern at Hellman Jordan Management Co
Industry Financial Services
Experience
Hellman Jordan Management Co June 2015 - August 2015
Ack Surf September 2013 - September 2014
Investment Firm April 2014 - June 2014
Pickles Pub September 2013 - October 2013
Walpole Woodworkers, Inc. May 2013 - August 2013
Sluggers Academy January 2012 - March 2012
Skills
Microsoft Office, Facebook, PowerPoint, Microsoft Excel, Financial Analysis, Financial Modeling, Microsoft Word, Spanish, English, Access, Social Media, Critical Thinking, Photoshop, HTML, Google Docs, Web Design, Landscaping, Strategic Planning, Sports
Education
Loyola University Maryland 2012 — 2016
Business Administration and Management, General
University of Auckland 2014 — 2014
Business Economics
Medfield High School 2008 — 2012
Hellman Jordan Management Co June 2015 - August 2015
Ack Surf September 2013 - September 2014
Investment Firm April 2014 - June 2014
Pickles Pub September 2013 - October 2013
Walpole Woodworkers, Inc. May 2013 - August 2013
Sluggers Academy January 2012 - March 2012
Skills
Microsoft Office, Facebook, PowerPoint, Microsoft Excel, Financial Analysis, Financial Modeling, Microsoft Word, Spanish, English, Access, Social Media, Critical Thinking, Photoshop, HTML, Google Docs, Web Design, Landscaping, Strategic Planning, Sports
Education
Loyola University Maryland 2012 — 2016
Business Administration and Management, General
University of Auckland 2014 — 2014
Business Economics
Medfield High School 2008 — 2012
Gavin Gillison Gavin Gillison's Investment Firm Experience December 2011 - November 2012
Job Financial Planner at Warren Averett Asset Management
Industry Financial Services
Experience
Warren Averett Asset Management November 2012 - Present
Investment Firm December 2011 - November 2012
Skills
Financial Modeling, Financial Analysis, Accounting
Education
University of Alabama 2014 — 2015
Master's degree, Financial Planning
University of Alabama at Birmingham 2010 — 2012
B.S., Finance
Warren Averett Asset Management November 2012 - Present
Investment Firm December 2011 - November 2012
Skills
Financial Modeling, Financial Analysis, Accounting
Education
University of Alabama 2014 — 2015
Master's degree, Financial Planning
University of Alabama at Birmingham 2010 — 2012
B.S., Finance
Imogene Frazier's Investment Firm Experience September 2012 - January 2013
Job Owner Operator at Egg Well Free Range Chicken Hatchery eggwellfarm.com
Industry Higher Education
Experience
Egg Well Free Range Chicken Farm January 2014 - Present
Solar Lights the Way January 2014 - Present
Art In Progress January 2010 - Present
Investment Firm September 2012 - January 2013
Greenville Technical College October 2008 - July 2012
University Medical Center Plastic Surgery September 2006 - May 2007
Skills
Proficient in Computer..., Proficient in Windows..., Proficient in Computer..., Proficient in Outlook..., Microsoft Office 2010..., Desktop Publishing, Computer Proficiency, Microsoft Word, Microsoft Excel, PowerPoint, Office 2010, Outlook, Access, Public Speaking, Customer Service, Event Planning, Non-profits, Microsoft Office, Research, Networking, Higher Education, Editing, Team Building, Teaching, Social Networking, Creative Writing, Budgets, Nonprofits, Coaching, Marketing, Program Development, Leadership, Team Leadership, Volunteer Management, Staff Development, Time Management, Administration, Newsletters, Project Planning, Leadership Development, Management, Public Relations, Training, Event Management, Art, Strategic Planning, Curriculum Development, Social Media, Community Outreach, Advertising
Education
Converse College 2011 — 2012
Art Education
Greenville Technical College 2008 — 2010
Associate's, Art Education, Art Education, 3.5
Greenville Technical College 2005 — 2007
Associates, Business
Keiser College 2004 — 2005
Medical Assisting
Egg Well Free Range Chicken Farm January 2014 - Present
Solar Lights the Way January 2014 - Present
Art In Progress January 2010 - Present
Investment Firm September 2012 - January 2013
Greenville Technical College October 2008 - July 2012
University Medical Center Plastic Surgery September 2006 - May 2007
Skills
Proficient in Computer..., Proficient in Windows..., Proficient in Computer..., Proficient in Outlook..., Microsoft Office 2010..., Desktop Publishing, Computer Proficiency, Microsoft Word, Microsoft Excel, PowerPoint, Office 2010, Outlook, Access, Public Speaking, Customer Service, Event Planning, Non-profits, Microsoft Office, Research, Networking, Higher Education, Editing, Team Building, Teaching, Social Networking, Creative Writing, Budgets, Nonprofits, Coaching, Marketing, Program Development, Leadership, Team Leadership, Volunteer Management, Staff Development, Time Management, Administration, Newsletters, Project Planning, Leadership Development, Management, Public Relations, Training, Event Management, Art, Strategic Planning, Curriculum Development, Social Media, Community Outreach, Advertising
Education
Converse College 2011 — 2012
Art Education
Greenville Technical College 2008 — 2010
Associate's, Art Education, Art Education, 3.5
Greenville Technical College 2005 — 2007
Associates, Business
Keiser College 2004 — 2005
Medical Assisting
Shauna Stacy's Investment Firm Experience August 2009 - December 2009
Job Communications, Digital Marketing and Social Media
Industry Marketing and Advertising
Experience
University of Phoenix December 2014 - Present
SuperShuttle / ExecuCar September 2010 - December 2014
Ignite Phoenix February 2011 - February 2011
URS August 2010 - September 2010
Freelance Writer and Editor June 2010 - August 2010
Concord General Contracting, Inc March 2010 - June 2010
Investment Firm August 2009 - December 2009
Alpha Geotechnical & Materials, Inc. January 2009 - July 2009
Achen-Gardner Engineering, LLC June 2006 - November 2008
Lemmontree February 2006 - April 2006
Skills
Social Media, Marketing Communications, Event Planning, Research, Content Creation, Meeting Management, Advertising, Copywriting, Project Management, Event Management, Content Strategy, Blogging, Web Design, Social Media Marketing, Marketing, Market Research, Strategy, Email Marketing, Social Networking, Leadership, Lead Generation, Internal Communications, Business Development, Training, Proposal Writing, Public Relations, Graphic Design, Online Advertising, Marketing Strategy, Online Marketing, Content Management, Trade Shows, Sales, Facebook, SEO, Brand Development, Direct Marketing, Integrated Marketing, Newsletters, Corporate Communications, Digital Marketing, Google Analytics, Web Content, Press Releases, Media Relations, SEM, Website Development, Brand Management, Strategic Communications, Corporate Branding
Education
Arizona State University, W. P. Carey School of Business 2001 — 2005
BS, Marketing
University of Phoenix December 2014 - Present
SuperShuttle / ExecuCar September 2010 - December 2014
Ignite Phoenix February 2011 - February 2011
URS August 2010 - September 2010
Freelance Writer and Editor June 2010 - August 2010
Concord General Contracting, Inc March 2010 - June 2010
Investment Firm August 2009 - December 2009
Alpha Geotechnical & Materials, Inc. January 2009 - July 2009
Achen-Gardner Engineering, LLC June 2006 - November 2008
Lemmontree February 2006 - April 2006
Skills
Social Media, Marketing Communications, Event Planning, Research, Content Creation, Meeting Management, Advertising, Copywriting, Project Management, Event Management, Content Strategy, Blogging, Web Design, Social Media Marketing, Marketing, Market Research, Strategy, Email Marketing, Social Networking, Leadership, Lead Generation, Internal Communications, Business Development, Training, Proposal Writing, Public Relations, Graphic Design, Online Advertising, Marketing Strategy, Online Marketing, Content Management, Trade Shows, Sales, Facebook, SEO, Brand Development, Direct Marketing, Integrated Marketing, Newsletters, Corporate Communications, Digital Marketing, Google Analytics, Web Content, Press Releases, Media Relations, SEM, Website Development, Brand Management, Strategic Communications, Corporate Branding
Education
Arizona State University, W. P. Carey School of Business 2001 — 2005
BS, Marketing
Holland Phillips's Investment Firm Experience August 2014 - Present
Job Registered Client Service Associate at Investment Firm
Industry Investment Management
Experience
Investment Firm August 2014 - Present
Skills
Library, Research, Event Planning, Editing, Blogging, Creative Writing, Library Research, Microsoft Office, PowerPoint, Community Outreach, Library Systems, Customer Service, Circulation, Academic Writing, MS Office Suite, Database Management, Academic Libraries, Copy Cataloging, Bindery, General Administrative..., Social Media, Public Speaking, Pages, General Reference, Adobe Creative Suite, Voyager, SnagIt
Education
Tulane University 2011 — 2012
Master of Arts, English Literature, 3.8 GPA
Tulane University 2007 — 2011
Bachelors of Arts, English, Graduated Cum Laude with 3.5 GPA
Investment Firm August 2014 - Present
Skills
Library, Research, Event Planning, Editing, Blogging, Creative Writing, Library Research, Microsoft Office, PowerPoint, Community Outreach, Library Systems, Customer Service, Circulation, Academic Writing, MS Office Suite, Database Management, Academic Libraries, Copy Cataloging, Bindery, General Administrative..., Social Media, Public Speaking, Pages, General Reference, Adobe Creative Suite, Voyager, SnagIt
Education
Tulane University 2011 — 2012
Master of Arts, English Literature, 3.8 GPA
Tulane University 2007 — 2011
Bachelors of Arts, English, Graduated Cum Laude with 3.5 GPA
Brianna Kvam Brianna Kvam's Investment Firm Experience March 2014 - Present
Job Central Supervision Principal at Investment firm
Industry Financial Services
Experience
Investment firm March 2014 - Present
Ameriprise Financial June 2010 - February 2014
Ameriprise Financial Services, Inc. October 2009 - June 2010
UBS 2005 - 2009
Skills
Trade Compliance, Legal Compliance, Securities Regulation, Regulations, Equity Trading, Trading Systems, Regulatory Requirements, Series 24, Documentations, Legal Writing, Internal Investigations
Education
St. Cloud State University 1999 — 2003
Bachelor of Science (BS), Psychology
Irondale High School 1995 — 1999
Investment firm March 2014 - Present
Ameriprise Financial June 2010 - February 2014
Ameriprise Financial Services, Inc. October 2009 - June 2010
UBS 2005 - 2009
Skills
Trade Compliance, Legal Compliance, Securities Regulation, Regulations, Equity Trading, Trading Systems, Regulatory Requirements, Series 24, Documentations, Legal Writing, Internal Investigations
Education
St. Cloud State University 1999 — 2003
Bachelor of Science (BS), Psychology
Irondale High School 1995 — 1999
Scott McKown Scott McKown's Investment Firm Experience March 2012 - Present
Job Director of Sales and Marketing at Kariscom
Industry Printing
Experience
Kariscom March 2014 - Present
Arizona Families for Home Education November 2012 - Present
Investment Firm March 2012 - Present
iSavePrint.com February 2011 - September 2012
Skills
Direct Marketing, Marketing Strategy, New Business Development, Advertising, Sales Management, Nonprofits, Business Strategy, Email Marketing, Strategy, Strategic Planning, Sales, Start-ups, Team Building, Marketing, Management, Entrepreneurship, Customer Service, Leadership, Business Development
Education
Southwest Baptist University 1988 — 1992
B.S., Management and Marketing
Kariscom March 2014 - Present
Arizona Families for Home Education November 2012 - Present
Investment Firm March 2012 - Present
iSavePrint.com February 2011 - September 2012
Skills
Direct Marketing, Marketing Strategy, New Business Development, Advertising, Sales Management, Nonprofits, Business Strategy, Email Marketing, Strategy, Strategic Planning, Sales, Start-ups, Team Building, Marketing, Management, Entrepreneurship, Customer Service, Leadership, Business Development
Education
Southwest Baptist University 1988 — 1992
B.S., Management and Marketing
Thomas Tyler Richardson's Investment Firm Experience May 2008 - August 2008
Job Analyst at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management August 2013 - Present
Vanguard January 2013 - August 2013
Vanguard June 2011 - January 2013
Vanguard September 2010 - June 2011
Apex Systems November 2009 - September 2010
University of South Carolina February 2008 - May 2009
Investment Firm May 2008 - August 2008
Skills
Investments, Bloomberg, Equities, Microsoft Excel, Series 7, Finance, Securities, Asset Managment, Financial Reporting, Fund Accounting, Mutual Funds, Performance Analysis, Fund Administration, Asset Management, ETFs, Portfolio Management
Education
University of South Carolina - Darla Moore School of Business 2005 — 2009
Bachelors, Finance
Babson Capital Management August 2013 - Present
Vanguard January 2013 - August 2013
Vanguard June 2011 - January 2013
Vanguard September 2010 - June 2011
Apex Systems November 2009 - September 2010
University of South Carolina February 2008 - May 2009
Investment Firm May 2008 - August 2008
Skills
Investments, Bloomberg, Equities, Microsoft Excel, Series 7, Finance, Securities, Asset Managment, Financial Reporting, Fund Accounting, Mutual Funds, Performance Analysis, Fund Administration, Asset Management, ETFs, Portfolio Management
Education
University of South Carolina - Darla Moore School of Business 2005 — 2009
Bachelors, Finance
Emily Smalter's Investment Firm Experience December 2010 - August 2012
Job MSW Intern at Valeo Behavioral Health Care
Industry Individual & Family Services
Experience
Valeo Behavioral Health Care August 2014 - May 2015
Malcolm Dickinson December 2013 - February 2014
Columbia University in the City of New York May 2013 - November 2013
Investment Firm December 2010 - August 2012
Silver Hill Hospital 2012 - 2012
UCONN 2010 - 2012
Stamford Public Education Foundation January 2011 - May 2011
Al Filippone Associates November 2010 - May 2011
Fernando Luis Alvarez Gallery 2010 - 2010
Medelia Inc August 2007 - August 2007
Skills
Research, Social Media, Psychology, SPSS, Blogging, Fact-checking, Event Planning, Fundraising, Administration, Facebook, Organizational..., Microsoft Office, Editorial, Creative Writing
Education
The University of Kansas 2014 — 2016
Master's Degree, Social Work - Policy Concentration
Sacred Heart University 2012 — 2013
Masters of Applied Psychology, Community Concentration, 3.8
The University of Connecticut 2009 — 2011
Bachelor of Arts (B.A.), Psychology, 3.8
UCONN Stamford 2009 — 2011
B.A., Psychology
Western New England University 2008 — 2009
B.A., Psychology
Valeo Behavioral Health Care August 2014 - May 2015
Malcolm Dickinson December 2013 - February 2014
Columbia University in the City of New York May 2013 - November 2013
Investment Firm December 2010 - August 2012
Silver Hill Hospital 2012 - 2012
UCONN 2010 - 2012
Stamford Public Education Foundation January 2011 - May 2011
Al Filippone Associates November 2010 - May 2011
Fernando Luis Alvarez Gallery 2010 - 2010
Medelia Inc August 2007 - August 2007
Skills
Research, Social Media, Psychology, SPSS, Blogging, Fact-checking, Event Planning, Fundraising, Administration, Facebook, Organizational..., Microsoft Office, Editorial, Creative Writing
Education
The University of Kansas 2014 — 2016
Master's Degree, Social Work - Policy Concentration
Sacred Heart University 2012 — 2013
Masters of Applied Psychology, Community Concentration, 3.8
The University of Connecticut 2009 — 2011
Bachelor of Arts (B.A.), Psychology, 3.8
UCONN Stamford 2009 — 2011
B.A., Psychology
Western New England University 2008 — 2009
B.A., Psychology
Carrie Leigh Paul Carrie Leigh Paul's Investment Firm Experience September 2000 - April 2006
Job G650 experienced contract flight attendant with formal culinary education
Industry Airlines/Aviation
Experience
Various Flight Departments September 2000 - Present
Investment firm September 2000 - April 2006
Skills
Flights, Aircraft, Training, Business Aviation, Aviation, Flight Safety, Commercial Aviation, Airlines, Charter, Flight Planning, Aerospace
Education
The Restaurant School at Walnut Hill College 1995 — 1997
Associate of Science (A.S.) Culinary, Chef Training, 3.7
Various Flight Departments September 2000 - Present
Investment firm September 2000 - April 2006
Skills
Flights, Aircraft, Training, Business Aviation, Aviation, Flight Safety, Commercial Aviation, Airlines, Charter, Flight Planning, Aerospace
Education
The Restaurant School at Walnut Hill College 1995 — 1997
Associate of Science (A.S.) Culinary, Chef Training, 3.7
Addison Pons's Investment Firm Experience January 2001 - Present
Job Manager Enterprise Integration Applications
Industry Financial Services
Experience
Investment Firm January 2001 - Present
Lord Abbett 2001 - 2004
Alliance Capital Management 1995 - 2001
Skills
Project Management, Business Process Design, Document Management, System Integrators, Records Management, Enterprise Architecture, Business Analysis, Requirements Analysis, Vendor Management, CRM, PMO, SDLC, SharePoint, Visio, IT Strategy, Requirements Gathering, Integration, Disaster Recovery, Software Development, Oracle, Databases, Business Process, SQL, Business Process..., Process Improvement, Change Management, Software Project..., Microsoft SQL Server, Information Technology, Enterprise Software
Education
University of Phoenix
AAIT, Information Technology
University of Phoenix
BS, Information Technology
Investment Firm January 2001 - Present
Lord Abbett 2001 - 2004
Alliance Capital Management 1995 - 2001
Skills
Project Management, Business Process Design, Document Management, System Integrators, Records Management, Enterprise Architecture, Business Analysis, Requirements Analysis, Vendor Management, CRM, PMO, SDLC, SharePoint, Visio, IT Strategy, Requirements Gathering, Integration, Disaster Recovery, Software Development, Oracle, Databases, Business Process, SQL, Business Process..., Process Improvement, Change Management, Software Project..., Microsoft SQL Server, Information Technology, Enterprise Software
Education
University of Phoenix
AAIT, Information Technology
University of Phoenix
BS, Information Technology
Delius Conaler Delius Conaler's Investment Firm Experience November 2011 - Present
Job Financial Representative Electronic Channel at Investments Firm
Industry Financial Services
Experience
Investment Firm November 2011 - Present
TD Ameritrade April 2007 - November 2011
Louisiana Army National Guard March 1995 - March 2010
TD Ameritrade 2007 - 2009
Texas Toyota of Grapevine 2006 - 2007
New Orleans Auto mart Kia 2001 - 2004
Bayou State Security 2000 - 2001
Skills
Customer Service, Equities, Investments, Leadership, Mutual Funds, Sales, Series 63, Series 7, Financial Services, Team Building, Strategic Financial..., Securities, Retirement Planning, Financial Analysis, Access
Education
University of Phoenix 2005 — 2007
Associate Arts, Accounting
Southeast College of Technology 2000 — 2002
Assoiciate of Arts, Computer Aided Drafting
Investment Firm November 2011 - Present
TD Ameritrade April 2007 - November 2011
Louisiana Army National Guard March 1995 - March 2010
TD Ameritrade 2007 - 2009
Texas Toyota of Grapevine 2006 - 2007
New Orleans Auto mart Kia 2001 - 2004
Bayou State Security 2000 - 2001
Skills
Customer Service, Equities, Investments, Leadership, Mutual Funds, Sales, Series 63, Series 7, Financial Services, Team Building, Strategic Financial..., Securities, Retirement Planning, Financial Analysis, Access
Education
University of Phoenix 2005 — 2007
Associate Arts, Accounting
Southeast College of Technology 2000 — 2002
Assoiciate of Arts, Computer Aided Drafting
Linda Beeman's Investment Firm Experience June 2006 - March 2010
Job SR Compliance Administrator EthicsPoint at DynCorp International
Industry Defense & Space
Experience
DynCorp International January 2011 - Present
Investment Firm June 2006 - March 2010
Sales Up 2010 - 2010
Investment Firm September 2005 - June 2006
Financial Firm June 2001 - September 2005
Radio Shack January 1989 - January 1991
Skills
Fundraising, Budgets, Project Management, Marketing, DoD, Military, Projects, Policy, Security Clearance, Event Planning, Government Contracting, Customer Service, Analysis, Operations Management, Management, Training
Education
Ottawa University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Business
Ottawa University 2004 — 2008
Bachelor of Arts, Business Administration
DynCorp International January 2011 - Present
Investment Firm June 2006 - March 2010
Sales Up 2010 - 2010
Investment Firm September 2005 - June 2006
Financial Firm June 2001 - September 2005
Radio Shack January 1989 - January 1991
Skills
Fundraising, Budgets, Project Management, Marketing, DoD, Military, Projects, Policy, Security Clearance, Event Planning, Government Contracting, Customer Service, Analysis, Operations Management, Management, Training
Education
Ottawa University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Business
Ottawa University 2004 — 2008
Bachelor of Arts, Business Administration
Panteleey Boiadjiev's Investment Firm Experience August 2014 - Present
Job Trading Liaison at Investment firm
Industry Financial Services
Experience
Investment firm August 2014 - Present
Wells Fargo Advisors October 2011 - July 2014
Commerce Bank August 2010 - April 2011
Value City Furniture/ American Signature Furniture June 2009 - April 2011
Edward Jones 2011 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, DOS, FrontPage, Phone Skills, Accounting, Test Data, Customer Service, Highly detail oriented, High Level Of Accuracy, Organized Multi-tasker, Drive to Achieve, Spreadsheets, Securities, Data Entry, Access, Outlook, Time Management, Critical Thinking, Accounts Receivable, Leadership, Banking, Finance, Teamwork, Employee Training, Accounts Payable, 10 Key, Microsoft Office 2007, Data Analysis, PowerPoint
Education
Fontbonne University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Investment firm August 2014 - Present
Wells Fargo Advisors October 2011 - July 2014
Commerce Bank August 2010 - April 2011
Value City Furniture/ American Signature Furniture June 2009 - April 2011
Edward Jones 2011 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, DOS, FrontPage, Phone Skills, Accounting, Test Data, Customer Service, Highly detail oriented, High Level Of Accuracy, Organized Multi-tasker, Drive to Achieve, Spreadsheets, Securities, Data Entry, Access, Outlook, Time Management, Critical Thinking, Accounts Receivable, Leadership, Banking, Finance, Teamwork, Employee Training, Accounts Payable, 10 Key, Microsoft Office 2007, Data Analysis, PowerPoint
Education
Fontbonne University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Fiona Malcolm, MBA Fiona Malcolm, MBA's Investment Firm Experience September 2006 - Present
Job Accounts Payable Specialist
Industry Financial Services
Experience
Investment Firm September 2006 - Present
Sovereign Bank June 2004 - September 2006
Skills
Accounts Payable, Account Reconciliation, General Ledger, Microsoft Excel, Cash Management, QuickBooks, Outlook, Invoicing, Journal Entries, Microsoft Word, Bank Reconciliation, Deposits, Microsoft Dynamics NAV
Education
Salem International University 2011 — 2013
Master of Business Administration (MBA), International Business
Hunter College 1998 — 2004
Bachelor's degree, Psychology & English Language with concentration in African American Lit
Investment Firm September 2006 - Present
Sovereign Bank June 2004 - September 2006
Skills
Accounts Payable, Account Reconciliation, General Ledger, Microsoft Excel, Cash Management, QuickBooks, Outlook, Invoicing, Journal Entries, Microsoft Word, Bank Reconciliation, Deposits, Microsoft Dynamics NAV
Education
Salem International University 2011 — 2013
Master of Business Administration (MBA), International Business
Hunter College 1998 — 2004
Bachelor's degree, Psychology & English Language with concentration in African American Lit
Shariah Dixon-Turner's Investment Firm Experience June 2008 - Present
Job Risk Manager Finance
Industry Accounting
Experience
Investment firm June 2008 - Present
name withheld September 2004 - March 2008
Aetna 1997 - 2004
Arthur Andersen LLP 1992 - 1995
Skills
Internal Audit, Financial Analysis, Sarbanes-Oxley Act, Accounting, Auditing, Financial Risk, Internal Controls, Finance, Microsoft Excel, Account Reconciliation, Enterprise Risk..., Financial Reporting
Education
Howard University 1988 — 1992
BBA, Accounting
Cheltenham High School
Investment firm June 2008 - Present
name withheld September 2004 - March 2008
Aetna 1997 - 2004
Arthur Andersen LLP 1992 - 1995
Skills
Internal Audit, Financial Analysis, Sarbanes-Oxley Act, Accounting, Auditing, Financial Risk, Internal Controls, Finance, Microsoft Excel, Account Reconciliation, Enterprise Risk..., Financial Reporting
Education
Howard University 1988 — 1992
BBA, Accounting
Cheltenham High School
Lori Bacon Lori Bacon's Investment Firm Experience February 1999 - February 2000
Job Sr. Director of Administration at INgage Networks
Industry Computer Software
Experience
INgage Networks April 2001 - Present
Karey Hensley CPA January 2001 - April 2001
Investment Firm February 1999 - February 2000
Investment Firm May 1997 - February 1999
Skills
Human Resources, SharePoint, Social Media, Strategic Planning, Benefits Administration, Web Applications, Procurement, Integration, Financial Modeling, Accounting, Team Building, Management, Analysis, Budgets, SaaS, CRM, Accounts Payable, Project Management, Leadership
Education
tiffin university 1993 — 1997
Bachelor of Business Administration (BBA), Accounting and Finance
INgage Networks April 2001 - Present
Karey Hensley CPA January 2001 - April 2001
Investment Firm February 1999 - February 2000
Investment Firm May 1997 - February 1999
Skills
Human Resources, SharePoint, Social Media, Strategic Planning, Benefits Administration, Web Applications, Procurement, Integration, Financial Modeling, Accounting, Team Building, Management, Analysis, Budgets, SaaS, CRM, Accounts Payable, Project Management, Leadership
Education
tiffin university 1993 — 1997
Bachelor of Business Administration (BBA), Accounting and Finance
Natalia Sanchez-Caro Natalia Sanchez-Caro's Investment Firm Experience February 2013 - Present
Job Accounts Payable at Investment Firm
Industry Accounting
Experience
Investment Firm February 2013 - Present
Investment Firm April 2011 - February 2013
American Museum of Natural History November 2004 - May 2010
American Museum of Natural History November 2000 - November 2004
CRABTREE & EVELYN April 1997 - November 2000
Skills
Retail, Non-profits, Merchandising, Product Development, Microsoft Office, Budgets, Graphic Design, Event Planning, Nonprofits, Strategic Planning, Microsoft Excel, Customer Service, Public Speaking, Microsoft Word, Outlook, PowerPoint, Inventory Management, Team Building, Negotiation, Training, Research, Sales, Purchasing, Marketing, Fashion, Leadership, Management, Analysis, Market Research, Project Planning, Business Planning, Social Networking, Contract Negotiation, Marketing Strategy, Social Media Marketing, Public Relations, New Business Development, Team Leadership, Social Media, Forecasting, Project Management, Business Strategy, Operations Management, Entrepreneurship, Editing
Education
Fordham University
Bachelor of Arts, Psychology
Investment Firm February 2013 - Present
Investment Firm April 2011 - February 2013
American Museum of Natural History November 2004 - May 2010
American Museum of Natural History November 2000 - November 2004
CRABTREE & EVELYN April 1997 - November 2000
Skills
Retail, Non-profits, Merchandising, Product Development, Microsoft Office, Budgets, Graphic Design, Event Planning, Nonprofits, Strategic Planning, Microsoft Excel, Customer Service, Public Speaking, Microsoft Word, Outlook, PowerPoint, Inventory Management, Team Building, Negotiation, Training, Research, Sales, Purchasing, Marketing, Fashion, Leadership, Management, Analysis, Market Research, Project Planning, Business Planning, Social Networking, Contract Negotiation, Marketing Strategy, Social Media Marketing, Public Relations, New Business Development, Team Leadership, Social Media, Forecasting, Project Management, Business Strategy, Operations Management, Entrepreneurship, Editing
Education
Fordham University
Bachelor of Arts, Psychology
Ezra Leak Ezra Leak's Investment Firm Experience 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Investment Firm 2014 - Present
Vanguard October 2013 - August 2014
Vanguard April 2013 - October 2013
Wells Fargo Home Mortgage January 2005 - January 2011
CENTEX MORTGAGE January 2004 - January 2005
Skills
Customer Service, Leadership
Education
North Carolina State University
North Carolina State University
Investment Firm 2014 - Present
Vanguard October 2013 - August 2014
Vanguard April 2013 - October 2013
Wells Fargo Home Mortgage January 2005 - January 2011
CENTEX MORTGAGE January 2004 - January 2005
Skills
Customer Service, Leadership
Education
North Carolina State University
North Carolina State University
Donna Leonard Donna Leonard's Investment Firm Experience January 2011 - April 2012
Job Office Assistant
Industry Accounting
Experience
Carolina Datacom Inc. August 2013 - Present
J Ward Group/PolarBerry Yogurt March 2012 - November 2012
Investment Firm January 2011 - April 2012
USM January 2008 - October 2009
Temporary Project Assignments April 2007 - December 2007
Saunders & Company June 2006 - March 2007
IRS-Brookhaven Service Center January 1995 - September 2005
Skills
General Ledger, Accounts Payable, Financial Reporting, Accounts Receivable, Employee Benefits, ADP Payroll, Accounting, QuickBooks, Invoicing, Customer Service..., Call Center, Bookkeeping, Spreadsheets, Software Documentation
Education
Suffolk County Community College 1989 — 1992
AAS, Business
Carolina Datacom Inc. August 2013 - Present
J Ward Group/PolarBerry Yogurt March 2012 - November 2012
Investment Firm January 2011 - April 2012
USM January 2008 - October 2009
Temporary Project Assignments April 2007 - December 2007
Saunders & Company June 2006 - March 2007
IRS-Brookhaven Service Center January 1995 - September 2005
Skills
General Ledger, Accounts Payable, Financial Reporting, Accounts Receivable, Employee Benefits, ADP Payroll, Accounting, QuickBooks, Invoicing, Customer Service..., Call Center, Bookkeeping, Spreadsheets, Software Documentation
Education
Suffolk County Community College 1989 — 1992
AAS, Business
Christopher Beall's Investment Firm Experience August 2013 - Present
Job Registered Representative
Industry Financial Services
Experience
Investment firm August 2013 - Present
Navient February 2010 - August 2013
TCC, Verizon Premium Wireless Retailer August 2008 - August 2009
Anderson University August 2007 - May 2008
Skills
Series 6, Series 63, Life Insurance, Retirement Planning, Insurance, 401k, Sales, Marketing, Microsoft Office, Leadership, Customer Service, Public Speaking, Social Media, Microsoft Excel
Education
Indiana University-Purdue University at Indianapolis 2009 — 2013
Master of Business Administration (M.B.A.), Finance, General
Anderson University 2003 — 2008
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Investment firm August 2013 - Present
Navient February 2010 - August 2013
TCC, Verizon Premium Wireless Retailer August 2008 - August 2009
Anderson University August 2007 - May 2008
Skills
Series 6, Series 63, Life Insurance, Retirement Planning, Insurance, 401k, Sales, Marketing, Microsoft Office, Leadership, Customer Service, Public Speaking, Social Media, Microsoft Excel
Education
Indiana University-Purdue University at Indianapolis 2009 — 2013
Master of Business Administration (M.B.A.), Finance, General
Anderson University 2003 — 2008
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Elizabeth McKinney's Investment Firm Experience February 2013 - May 2013
Job Marketing Manager at 2J Supply Company, Inc. Marketing | Excel | Strategy | Data Analysis
Industry Marketing and Advertising
Experience
2-J Supply Company, Inc. May 2013 - Present
HVAShe March 2014 - March 2015
Investment Firm February 2013 - May 2013
2J Supply Heating & Air Conditioning Distributors November 2011 - February 2013
Hillspring Rehabilitation Center of Springboro July 2011 - November 2011
Bath & Body Works May 2011 - September 2011
Skills
Social Media, Digital Marketing, InDesign, Microsoft Excel, SEO, Access, Retail Sales, Public Speaking, Graphic Design, Social Media Marketing, Facebook, Marketing, Email Marketing, Marketing Strategy, B2B, Sales, Advertising, Management, Customer Service
Education
University of Dayton 2011 — 2013
Bachelor of Science (B.S.), Marketing with emphasis in Sales Management, Magna Cum Laude
University of Illinois at Urbana-Champaign 2009 — 2011
Management
Carlisle High School 2005 — 2009
Honors Diploma - Saluditorian
2-J Supply Company, Inc. May 2013 - Present
HVAShe March 2014 - March 2015
Investment Firm February 2013 - May 2013
2J Supply Heating & Air Conditioning Distributors November 2011 - February 2013
Hillspring Rehabilitation Center of Springboro July 2011 - November 2011
Bath & Body Works May 2011 - September 2011
Skills
Social Media, Digital Marketing, InDesign, Microsoft Excel, SEO, Access, Retail Sales, Public Speaking, Graphic Design, Social Media Marketing, Facebook, Marketing, Email Marketing, Marketing Strategy, B2B, Sales, Advertising, Management, Customer Service
Education
University of Dayton 2011 — 2013
Bachelor of Science (B.S.), Marketing with emphasis in Sales Management, Magna Cum Laude
University of Illinois at Urbana-Champaign 2009 — 2011
Management
Carlisle High School 2005 — 2009
Honors Diploma - Saluditorian
Alexandra Hartter Alexandra Hartter's Investment Firm Experience January 2014 - June 2014
Job Internal Sales Specialist
Industry Financial Services
Experience
Jackson National October 2014 - Present
Jackson June 2014 - Present
SaddleUp! Foundation February 2014 - Present
Investment Firm January 2014 - June 2014
MKTG INC August 2013 - January 2014
LM Communications Broadcast Media Group June 2013 - November 2013
Lexington Legends Dance Team February 2013 - September 2013
University of Kentucky PR and Marketing March 2013 - May 2013
Skills
Advertising, Marketing, Microsoft Word, Facebook, Microsoft Excel, PowerPoint, Microsoft Office, Social Media Marketing, Public Speaking, Social Networking, Marketing Communications, Teamwork, Time Management, Marketing Strategy, Social Media, Microsoft Office..., Customer Service
Education
University of Kentucky 2010 — 2013
Bachelor's of Science in Marketing, Marketing, Senior
Bradley University 2010 — 2011
Jackson National October 2014 - Present
Jackson June 2014 - Present
SaddleUp! Foundation February 2014 - Present
Investment Firm January 2014 - June 2014
MKTG INC August 2013 - January 2014
LM Communications Broadcast Media Group June 2013 - November 2013
Lexington Legends Dance Team February 2013 - September 2013
University of Kentucky PR and Marketing March 2013 - May 2013
Skills
Advertising, Marketing, Microsoft Word, Facebook, Microsoft Excel, PowerPoint, Microsoft Office, Social Media Marketing, Public Speaking, Social Networking, Marketing Communications, Teamwork, Time Management, Marketing Strategy, Social Media, Microsoft Office..., Customer Service
Education
University of Kentucky 2010 — 2013
Bachelor's of Science in Marketing, Marketing, Senior
Bradley University 2010 — 2011
Terry Weissberg, CFA's Investment Firm Experience November 2012 - Present
Job Director of Portfolio Design, and Senior Consultant at Investment Firm
Industry Investment Management
Experience
Investment Firm November 2012 - Present
CFA Society of South Florida July 2002 - July 2015
Investment Firm June 2005 - November 2012
Allegiance Marketing Group 2003 - 2005
Cypress Trust Company February 2000 - March 2002
Aeltus Investment Managment (ING Investment Management) 1996 - 1999
MassMutual Financial Group 1994 - 1996
Travelers Asset Management & Pension Services 1985 - 1993
Skills
Due Diligence, Client Service, Product Management, Product Marketing, Professional Witness, Series 66, Fixed Income, Compliance, Performance Measurement, GIPS Compliance
Education
Hofstra University 1981 — 1985
BBA, Finance
Investment Firm November 2012 - Present
CFA Society of South Florida July 2002 - July 2015
Investment Firm June 2005 - November 2012
Allegiance Marketing Group 2003 - 2005
Cypress Trust Company February 2000 - March 2002
Aeltus Investment Managment (ING Investment Management) 1996 - 1999
MassMutual Financial Group 1994 - 1996
Travelers Asset Management & Pension Services 1985 - 1993
Skills
Due Diligence, Client Service, Product Management, Product Marketing, Professional Witness, Series 66, Fixed Income, Compliance, Performance Measurement, GIPS Compliance
Education
Hofstra University 1981 — 1985
BBA, Finance
Denise Woods Denise Woods's Investment Firm Experience September 2009 - Present
Job Senior Financial Administrator at Investment Firm
Industry Investment Management
Experience
Investment Firm September 2009 - Present
JPMorgan Chase January 2006 - March 2009
Chase November 2004 - January 2006
Bank One / Chase November 2002 - June 2004
Security Bank 1994 - 1996
World Savings 1992 - 1994
Skills
Retail Banking, Strategic Financial..., Wealth Management, Financial Services, Finance, Portfolio Management, New Business Development, Investments, High Net Worth..., Licensed IAR
Education
Eastfield College
Rockwall High School
Rockwall High School
Investment Firm September 2009 - Present
JPMorgan Chase January 2006 - March 2009
Chase November 2004 - January 2006
Bank One / Chase November 2002 - June 2004
Security Bank 1994 - 1996
World Savings 1992 - 1994
Skills
Retail Banking, Strategic Financial..., Wealth Management, Financial Services, Finance, Portfolio Management, New Business Development, Investments, High Net Worth..., Licensed IAR
Education
Eastfield College
Rockwall High School
Rockwall High School
Christine Tse Christine Tse's Investment Firm Experience June 2014 - Present
Job Research Solutions Director at Investment Firm
Industry Investment Management
Experience
Investment Firm June 2014 - Present
Skills
Energy, Business Strategy, Strategy, Team Leadership, Renewable Energy, Cross-functional Team..., International Business, Project Management, CRM, Global Business..., Market Research, Start-ups, Industrial Sector, Research, Management, Due Diligence, Venture Capital, Leadership, Recruiting, Operations Management, Emerging Markets, EMEA, Event Management, Metals, Mandarin, Content Management, Mining, Private Equity, Entrepreneurship, Management Consulting, Strategic Partnerships, Executive Management, Business Development, Business Planning, Industrials, Natural Resources, Cantonese, Global Management, Asia Pacific, Mergers & Acquisitions, Consulting, Corporate Development
Education
Carnegie Mellon University 1999 — 2000
M.Sc, Materials Science & Engineering
The University of British Columbia 1995 — 1999
B.A.Sc., Metals & Materials Engineering
Investment Firm June 2014 - Present
Skills
Energy, Business Strategy, Strategy, Team Leadership, Renewable Energy, Cross-functional Team..., International Business, Project Management, CRM, Global Business..., Market Research, Start-ups, Industrial Sector, Research, Management, Due Diligence, Venture Capital, Leadership, Recruiting, Operations Management, Emerging Markets, EMEA, Event Management, Metals, Mandarin, Content Management, Mining, Private Equity, Entrepreneurship, Management Consulting, Strategic Partnerships, Executive Management, Business Development, Business Planning, Industrials, Natural Resources, Cantonese, Global Management, Asia Pacific, Mergers & Acquisitions, Consulting, Corporate Development
Education
Carnegie Mellon University 1999 — 2000
M.Sc, Materials Science & Engineering
The University of British Columbia 1995 — 1999
B.A.Sc., Metals & Materials Engineering
Jamar Jones's Investment Firm Experience January 2006 - March 2007
Job Sr. Financial Advisor at Kinwest Capital Advisors
Industry Financial Services
Experience
Kinwest Capital Advisors July 2014 - Present
HD Vest Financial Services July 2014 - Present
Jaynect June 2010 - Present
Fidelity Investments March 2010 - June 2013
TD Ameritrade March 2007 - March 2010
Investment Firm January 2006 - March 2007
Skills
Management, Leadership, Marketing, Sales, Team Building, Sales Management, Strategic Financial..., Start-ups, Strategic Planning, Training, Recruiting, Retirement Planning, Investments, Operations Management, Networking, Financial Analysis
Education
University of New Orleans
Vandebilt Catholic High School
Kinwest Capital Advisors July 2014 - Present
HD Vest Financial Services July 2014 - Present
Jaynect June 2010 - Present
Fidelity Investments March 2010 - June 2013
TD Ameritrade March 2007 - March 2010
Investment Firm January 2006 - March 2007
Skills
Management, Leadership, Marketing, Sales, Team Building, Sales Management, Strategic Financial..., Start-ups, Strategic Planning, Training, Recruiting, Retirement Planning, Investments, Operations Management, Networking, Financial Analysis
Education
University of New Orleans
Vandebilt Catholic High School
Nina Garrett, MPA/MCJ Nina Garrett, MPA/MCJ's Investment Firm Experience December 2010 - Present
Job Global Expansion Leader
Industry Financial Services
Experience
5LINX Enterprises Inc. June 2015 - Present
Investment firm December 2010 - Present
Skills
Management, Project Management, Microsoft Office, Strategic Planning, Business Analysis, Customer Service, Leadership, Business Strategy, Microsoft Excel, Change Management
Education
New Mexico State University 2001 — 2005
Master's Degree, Public Administration
New Mexico State University 2001 — 2005
Master's Degree, Criminal Justice
New Mexico State University 1997 — 2001
Bachelor of Arts (B.A.), Government
New Mexico State University 1997 — 2001
Bachelor's Degree, Spanish
5LINX Enterprises Inc. June 2015 - Present
Investment firm December 2010 - Present
Skills
Management, Project Management, Microsoft Office, Strategic Planning, Business Analysis, Customer Service, Leadership, Business Strategy, Microsoft Excel, Change Management
Education
New Mexico State University 2001 — 2005
Master's Degree, Public Administration
New Mexico State University 2001 — 2005
Master's Degree, Criminal Justice
New Mexico State University 1997 — 2001
Bachelor of Arts (B.A.), Government
New Mexico State University 1997 — 2001
Bachelor's Degree, Spanish
Jamar Jones's Investment Firm Experience January 2006 - March 2007
Job Sr. Business Development Consultant at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services July 2014 - Present
Kinwest Capital Advisors July 2014 - Present
Jaynect June 2010 - Present
Fidelity Investments March 2010 - June 2013
TD Ameritrade March 2007 - March 2010
Investment Firm January 2006 - March 2007
Skills
Portfolio Management, Investments, Retirement Planning, Team Leadership, Business Strategy, Business Development, Project Management, Non-profit Program...
Education
University of New Orleans
Business Administration, Management and Operations
HD Vest Financial Services July 2014 - Present
Kinwest Capital Advisors July 2014 - Present
Jaynect June 2010 - Present
Fidelity Investments March 2010 - June 2013
TD Ameritrade March 2007 - March 2010
Investment Firm January 2006 - March 2007
Skills
Portfolio Management, Investments, Retirement Planning, Team Leadership, Business Strategy, Business Development, Project Management, Non-profit Program...
Education
University of New Orleans
Business Administration, Management and Operations
Shana Corday Shana Corday's Investment Firm Experience January 2012 - April 2013
Job Teacher. Trainer. Activist.
Industry Primary/Secondary Education
Experience
Investment firm January 2012 - April 2013
K12 August 2012 - January 2013
Miars Farm Apartments August 2001 - June 2012
Go Au Pair October 2011 - April 2012
Chesapeake Public Schools July 2009 - June 2011
Suffolk Public Schools July 2008 - June 2009
Centre international d'études October 2007 - April 2008
Fox Hall School May 2007 - September 2007
ODU Women's Center May 2006 - May 2007
Off-Campus Advantage December 2005 - May 2007
Skills
Teaching, Public Speaking, Research, Editing, Outlook, Microsoft Word, Social Media, Microsoft Excel, Customer Service, International Relations, French, Access, Staff Development, Curriculum Design, Public Relations, PowerPoint, Time Management, Program Management, Team Leadership, Training, Nonprofits, Policy, Event Planning, Leadership, Community Outreach, E-Learning
Education
Old Dominion University 2005 — 2007
MA, International Studies (IPE and Development) & Women's Studies, 3.77
Mary Washington College 2000 — 2004
BA, International Affairs & French, 3.23
Southeastern Baptist Theological Seminary 2014 — 2015
Certificate, Women's Studies with International Missions, 4.0
Virginia Wesleyan College 2008 — 2010
Teaching License, Education, 4.0
Tidewater Community College 2005 — 2005
Microsoft Office, Old/New Testaments, 4.0
Western Branch High School 1996 — 2000
Advanced diploma, 4.256
Investment firm January 2012 - April 2013
K12 August 2012 - January 2013
Miars Farm Apartments August 2001 - June 2012
Go Au Pair October 2011 - April 2012
Chesapeake Public Schools July 2009 - June 2011
Suffolk Public Schools July 2008 - June 2009
Centre international d'études October 2007 - April 2008
Fox Hall School May 2007 - September 2007
ODU Women's Center May 2006 - May 2007
Off-Campus Advantage December 2005 - May 2007
Skills
Teaching, Public Speaking, Research, Editing, Outlook, Microsoft Word, Social Media, Microsoft Excel, Customer Service, International Relations, French, Access, Staff Development, Curriculum Design, Public Relations, PowerPoint, Time Management, Program Management, Team Leadership, Training, Nonprofits, Policy, Event Planning, Leadership, Community Outreach, E-Learning
Education
Old Dominion University 2005 — 2007
MA, International Studies (IPE and Development) & Women's Studies, 3.77
Mary Washington College 2000 — 2004
BA, International Affairs & French, 3.23
Southeastern Baptist Theological Seminary 2014 — 2015
Certificate, Women's Studies with International Missions, 4.0
Virginia Wesleyan College 2008 — 2010
Teaching License, Education, 4.0
Tidewater Community College 2005 — 2005
Microsoft Office, Old/New Testaments, 4.0
Western Branch High School 1996 — 2000
Advanced diploma, 4.256
Brianna Carter Brianna Carter's Investment Firm Experience June 2013 - November 2014
Job Computer Science Student
Industry Computer Software
Experience
Investment Firm June 2013 - November 2014
Lakeshore Players Theater November 2013 - February 2014
Wells Fargo January 2013 - May 2013
Jamba Juice March 2012 - December 2012
Hawkeye Adjustment and Collection Services 2007 - 2011
Skills
Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Organization, C++, Data Entry, Problem Solving, C, Python, Puzzles, Acting
Education
Oregon State University 2014 — 2016
Bachelor's Degree, Computer Science
Morningside College 2008 — 2011
BA, Biology
Investment Firm June 2013 - November 2014
Lakeshore Players Theater November 2013 - February 2014
Wells Fargo January 2013 - May 2013
Jamba Juice March 2012 - December 2012
Hawkeye Adjustment and Collection Services 2007 - 2011
Skills
Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Organization, C++, Data Entry, Problem Solving, C, Python, Puzzles, Acting
Education
Oregon State University 2014 — 2016
Bachelor's Degree, Computer Science
Morningside College 2008 — 2011
BA, Biology
Melody (Zhenzhen) Li Melody (Zhenzhen) Li's Investment Firm Experience October 2014 - Present
Job Data Analysis Contractor at Investment Firm
Industry Investment Management
Experience
Investment Firm October 2014 - Present
Acme Capital February 2014 - May 2014
Willamette University - O'Neill Student Investment Fund June 2013 - May 2014
Willamette University September 2012 - December 2012
Mid-Valley Women Crisis Organization August 2012 - December 2012
Federal Communications Commission September 2011 - December 2011
American University August 2011 - December 2011
Shanghai International Arts Festival Fair September 2010 - October 2010
China Petroleum June 2009 - September 2009
Li Yang English Camp June 2008 - September 2008
Skills
Data Analysis, Accounting, Economics, SPSS, Analysis, Research, Public Relations, Financial Analysis, Editing, SQL, Competitive Analysis, Strategy, Valuation, Financial Modeling, Leadership, Finance
Education
Willamette University - Atkinson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Finance and Strategy, 3.84
American University 2011 — 2011
Washington Semester Program, Global Economics and International Business
Investment Firm October 2014 - Present
Acme Capital February 2014 - May 2014
Willamette University - O'Neill Student Investment Fund June 2013 - May 2014
Willamette University September 2012 - December 2012
Mid-Valley Women Crisis Organization August 2012 - December 2012
Federal Communications Commission September 2011 - December 2011
American University August 2011 - December 2011
Shanghai International Arts Festival Fair September 2010 - October 2010
China Petroleum June 2009 - September 2009
Li Yang English Camp June 2008 - September 2008
Skills
Data Analysis, Accounting, Economics, SPSS, Analysis, Research, Public Relations, Financial Analysis, Editing, SQL, Competitive Analysis, Strategy, Valuation, Financial Modeling, Leadership, Finance
Education
Willamette University - Atkinson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Finance and Strategy, 3.84
American University 2011 — 2011
Washington Semester Program, Global Economics and International Business
Jennifer DiLorenzo Jennifer DiLorenzo's Investment Firm Experience February 2012 - October 2014
Job Product Management, Marketing, and solutionsbased Consulting
Industry Financial Services
Experience
NorthStar Solutions Group LLC March 2015 - Present
Investment Firm February 2012 - October 2014
Family Caregiver November 2009 - February 2012
Sun Life Financial June 2008 - November 2009
MetLife March 2007 - May 2008
MetLife 2002 - 2007
Prudential Financial 2001 - 2002
Skills
Mutual Funds, Insurance, Investments, Financial Planning, Annuity, Retirement, Financial Services, Series 6, CRM, Employee Benefits, Financial Advisory, Fixed Annuities, Portfolio Management, 401k, Disability Insurance, Strategic Financial..., Series 63, Management, Series 7, IRAs, Retirement Planning, Building Relationships, Relationship Management, Pensions
Education
Temple University - Fox School of Business and Management 1990 — 1996
BBA, Dual Major; Risk Management and Insurance/Marketing
NorthStar Solutions Group LLC March 2015 - Present
Investment Firm February 2012 - October 2014
Family Caregiver November 2009 - February 2012
Sun Life Financial June 2008 - November 2009
MetLife March 2007 - May 2008
MetLife 2002 - 2007
Prudential Financial 2001 - 2002
Skills
Mutual Funds, Insurance, Investments, Financial Planning, Annuity, Retirement, Financial Services, Series 6, CRM, Employee Benefits, Financial Advisory, Fixed Annuities, Portfolio Management, 401k, Disability Insurance, Strategic Financial..., Series 63, Management, Series 7, IRAs, Retirement Planning, Building Relationships, Relationship Management, Pensions
Education
Temple University - Fox School of Business and Management 1990 — 1996
BBA, Dual Major; Risk Management and Insurance/Marketing
Melodie Paramore's Investment Firm Experience March 2013 - Present
Job Tax Exempt Representative
Industry Financial Services
Experience
Investment Firm March 2013 - Present
Education
Tarrant County College 2012 — 2016
Investment Firm March 2013 - Present
Education
Tarrant County College 2012 — 2016
Cindy Schrader's Investment Firm Experience January 2012 - July 2012
Job Experienced Sales Manager seeking new opportunity!
Industry Oil & Energy
Experience
Flotek Industries, Inc. November 2013 - Present
Thomas Petroleum June 2012 - November 2013
Investment Firm January 2012 - July 2012
Production Fire and Safety January 2012 - June 2012
Brown Mackie College June 2010 - December 2011
ATI Career Training Center August 2009 - June 2010
Skills
Student Recruiting, Campus, Career Counseling, Petroleum, Enrollment Management, Staff Development, Higher Education, Student Affairs, Adult Education, Oil/Gas, Sales&Marketing, Sales Management, Corporate Sales..., Sales Management..., E-Learning, Coaching, Instructional Design, Resume Writing, Leadership Development, Leadership, Admissions, Gas, Business Development, Oilfield, CampusVue, Training, Retaining Customers, Employee Training, Career Development, Supervisory Skills, Accreditation, Academia, College Recruiting, Conflict Resolution, Interviews, Recruiting, Distance Learning, Team Building, Job Search Strategies, Student Financial Aid, Public Speaking, Employee Relations, Oil & Gas Industry, Organizational..., Customer Retention, Oil
Education
University of Central Oklahoma 1990 — 1994
Special Education
Sterling College 1989 — 1990
General
South University
Psychology
Flotek Industries, Inc. November 2013 - Present
Thomas Petroleum June 2012 - November 2013
Investment Firm January 2012 - July 2012
Production Fire and Safety January 2012 - June 2012
Brown Mackie College June 2010 - December 2011
ATI Career Training Center August 2009 - June 2010
Skills
Student Recruiting, Campus, Career Counseling, Petroleum, Enrollment Management, Staff Development, Higher Education, Student Affairs, Adult Education, Oil/Gas, Sales&Marketing, Sales Management, Corporate Sales..., Sales Management..., E-Learning, Coaching, Instructional Design, Resume Writing, Leadership Development, Leadership, Admissions, Gas, Business Development, Oilfield, CampusVue, Training, Retaining Customers, Employee Training, Career Development, Supervisory Skills, Accreditation, Academia, College Recruiting, Conflict Resolution, Interviews, Recruiting, Distance Learning, Team Building, Job Search Strategies, Student Financial Aid, Public Speaking, Employee Relations, Oil & Gas Industry, Organizational..., Customer Retention, Oil
Education
University of Central Oklahoma 1990 — 1994
Special Education
Sterling College 1989 — 1990
General
South University
Psychology
Jared Johnson, CPA Jared Johnson, CPA's Investment Firm Experience November 2007 - Present
Job Research Analyst
Industry Investment Management
Experience
Investment Firm November 2007 - Present
Education
DePaul University
Bachelor's Degree, Finance, Accounting
Investment Firm November 2007 - Present
Education
DePaul University
Bachelor's Degree, Finance, Accounting
Leesa Barton Leesa Barton's Investment Firm Experience September 2005 - May 2007
Job Retirement Services Specialist at Old Point Trust
Industry Investment Management
Experience
Old Point Trust September 2014 - Present
Simply Perfect Weddings and Events September 2007 - Present
Sam Rust Seafood July 2008 - September 2014
Investment Firm September 2005 - May 2007
Evangel University August 2003 - May 2005
Skills
Seafood sales, Skilled Multi-tasker, Accurate Data Entry, Handle Confidential..., Quality Assurance, Superior Communications..., Customer-focused Selling, Accounts Payable, Payroll Services, Cash Management, Financial Services, Event Planning, Recruiting, Salesforce.com, Sales Presentations, Customer Service, Public Speaking, Communication
Education
Evangel University 2002 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
Christopher Newport University 2001 — 2002
Hampton Christian Schools 1998 — 2001
Old Point Trust September 2014 - Present
Simply Perfect Weddings and Events September 2007 - Present
Sam Rust Seafood July 2008 - September 2014
Investment Firm September 2005 - May 2007
Evangel University August 2003 - May 2005
Skills
Seafood sales, Skilled Multi-tasker, Accurate Data Entry, Handle Confidential..., Quality Assurance, Superior Communications..., Customer-focused Selling, Accounts Payable, Payroll Services, Cash Management, Financial Services, Event Planning, Recruiting, Salesforce.com, Sales Presentations, Customer Service, Public Speaking, Communication
Education
Evangel University 2002 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
Christopher Newport University 2001 — 2002
Hampton Christian Schools 1998 — 2001
Milton Yuen's Investment Firm Experience 1997 - 2001
Job Controller at The Cooper Union
Industry Accounting
Experience
The Cooper Union 2005 - Present
Trizetto 2001 - 2005
Investment Firm 1997 - 2001
Deloitte & Touche 1993 - 1997
DTCC 1990 - 1993
Ernst & Young 1988 - 1990
Skills
Strategic Planning, Higher Education, Nonprofits, Start-ups, Internal Controls, CPA, Big 4, Contract Negotiation, Financial System..., Re-engineering..., P&L Management, Financial Accounting, Tax Accounting, Auditing, Private Equity, Venture Capital
Education
Fordham University School of Law
JD
New York University, Stern School of Business
BS
The Cooper Union 2005 - Present
Trizetto 2001 - 2005
Investment Firm 1997 - 2001
Deloitte & Touche 1993 - 1997
DTCC 1990 - 1993
Ernst & Young 1988 - 1990
Skills
Strategic Planning, Higher Education, Nonprofits, Start-ups, Internal Controls, CPA, Big 4, Contract Negotiation, Financial System..., Re-engineering..., P&L Management, Financial Accounting, Tax Accounting, Auditing, Private Equity, Venture Capital
Education
Fordham University School of Law
JD
New York University, Stern School of Business
BS
Andrew (Specs) Nord's Investment Firm Experience April 2008 - Present
Job Financial Representative
Industry Government Administration
Experience
investment firm April 2008 - Present
UPS October 2007 - April 2008
Sonic Drive-In September 2005 - May 2006
Education
Brigham Young University 2001 — 2007
investment firm April 2008 - Present
UPS October 2007 - April 2008
Sonic Drive-In September 2005 - May 2006
Education
Brigham Young University 2001 — 2007
Paul Viggiano's Investment Firm Experience 2001 - 2005
Job Emerging Product Management & User Experience
Industry Internet
Experience
Cablevision April 2012 - Present
Virtusa 2010 - 2012
UBS 2008 - 2009
JPMorgan Chase 2005 - 2008
Investment Firm 2001 - 2005
Bear Stearns 1997 - 2001
Skills
User Experience, Product Management, Strategy, Agile Methodologies, Axure RP, Requirements Gathering, Business Analysis, Project Management, Portfolio Management, Business Requirements, Management, Testing, Risk Management
Education
Rutgers University-New Brunswick 1993 — 1997
Bachelor of Arts (BA), English
Rutgers University-New Brunswick 1993 — 1997
Bachelors of Science, Economics
Cablevision April 2012 - Present
Virtusa 2010 - 2012
UBS 2008 - 2009
JPMorgan Chase 2005 - 2008
Investment Firm 2001 - 2005
Bear Stearns 1997 - 2001
Skills
User Experience, Product Management, Strategy, Agile Methodologies, Axure RP, Requirements Gathering, Business Analysis, Project Management, Portfolio Management, Business Requirements, Management, Testing, Risk Management
Education
Rutgers University-New Brunswick 1993 — 1997
Bachelor of Arts (BA), English
Rutgers University-New Brunswick 1993 — 1997
Bachelors of Science, Economics
Chris Beall, MBA's Investment Firm Experience September 2013 - Present
Job Financial Services Representative
Industry Financial Services
Experience
Investment Firm September 2013 - Present
Sallie Mae Inc February 2010 - August 2013
Fifth Third Bank October 2009 - February 2010
Moorehead Communications August 2008 - August 2009
Anderson Media Group August 2007 - May 2008
Skills
Marketing Communications, Public Relations, Journalism, Graphic Design, Fundraising, Business Networking, Media Relations, Sales
Education
Indiana University-Purdue University 2009 — 2013
Masters of Business Administration, Finance
Anderson University 2003 — 2008
Bachelors, Public Relations/ Marketing
Investment Firm September 2013 - Present
Sallie Mae Inc February 2010 - August 2013
Fifth Third Bank October 2009 - February 2010
Moorehead Communications August 2008 - August 2009
Anderson Media Group August 2007 - May 2008
Skills
Marketing Communications, Public Relations, Journalism, Graphic Design, Fundraising, Business Networking, Media Relations, Sales
Education
Indiana University-Purdue University 2009 — 2013
Masters of Business Administration, Finance
Anderson University 2003 — 2008
Bachelors, Public Relations/ Marketing
Jana Milton's Investment Firm Experience November 2002 - August 2006
Job Administrative Assistant II
Industry Hospital & Health Care
Experience
Brigham and Women's Hospital February 2012 - Present
Eliot Congregatinal Church of Roxbury June 2007 - September 2011
Investment Firm November 2002 - August 2006
Investment Firm October 1987 - October 2002
Skills
Outlook, Administrative..., Microsoft Word, Data Entry, PowerPoint, Event Planning, Microsoft Office, Microsoft Excel, Research, Customer Service, Office Management, Wordperfect, Editing
Education
Microsoft®
Microsoft® Office Specialist certification
Massachusetts College of Art
Graphic Design
Newbury College
Associate's degree, Fashion Merchandising
Brigham and Women's Hospital February 2012 - Present
Eliot Congregatinal Church of Roxbury June 2007 - September 2011
Investment Firm November 2002 - August 2006
Investment Firm October 1987 - October 2002
Skills
Outlook, Administrative..., Microsoft Word, Data Entry, PowerPoint, Event Planning, Microsoft Office, Microsoft Excel, Research, Customer Service, Office Management, Wordperfect, Editing
Education
Microsoft®
Microsoft® Office Specialist certification
Massachusetts College of Art
Graphic Design
Newbury College
Associate's degree, Fashion Merchandising
Patti Shannon's Investment Firm Experience December 2010 - April 2011
Job Paralegal, Justice of the Peace, Precinct 2, Travis County
Industry Law Enforcement
Experience
Travis County May 2011 - Present
Investment Firm December 2010 - April 2011
Potts & Reilly, L.L.P. February 2001 - December 2010
Skills
Litigation, Legal Writing, Legal Research
Education
University of San Diego 1987 — 1987
Paralegal certificate, Paralegal, Highest honors
San Diego State University-California State University 1982 — 1987
B.S., Criminal Justice Administration
Travis County May 2011 - Present
Investment Firm December 2010 - April 2011
Potts & Reilly, L.L.P. February 2001 - December 2010
Skills
Litigation, Legal Writing, Legal Research
Education
University of San Diego 1987 — 1987
Paralegal certificate, Paralegal, Highest honors
San Diego State University-California State University 1982 — 1987
B.S., Criminal Justice Administration
Bartosz Jusinski , CFP®'s Investment Firm Experience April 2007 - Present
Job Regional Planning Consultant and Financial Planner
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Investment Firm April 2007 - Present
Wells Fargo Bank March 2005 - April 2007
Skills
Asset Allocation, Financial Services, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 7, Strategic Financial..., Wealth Management
Education
Ashford University 2008 — 2009
Business Management
University of California, Davis 2002 — 2005
Economics
Fidelity Investments July 2015 - Present
Investment Firm April 2007 - Present
Wells Fargo Bank March 2005 - April 2007
Skills
Asset Allocation, Financial Services, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 7, Strategic Financial..., Wealth Management
Education
Ashford University 2008 — 2009
Business Management
University of California, Davis 2002 — 2005
Economics
Brendan Dawson's Investment Firm Experience March 2014 - August 2014
Job Analyst at Investment Firm Public Markets
Industry Investment Management
Experience
Columbia Business School August 2014 - Present
Investment Firm - Public Markets May 2015 - August 2015
Investment Firm March 2014 - August 2014
University of Virginia Investment Management Company October 2011 - March 2014
University of Virginia Investment Management Company June 2009 - October 2011
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Virginia 2005 — 2009
Finance with an Economics Minor
Columbia Business School August 2014 - Present
Investment Firm - Public Markets May 2015 - August 2015
Investment Firm March 2014 - August 2014
University of Virginia Investment Management Company October 2011 - March 2014
University of Virginia Investment Management Company June 2009 - October 2011
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Virginia 2005 — 2009
Finance with an Economics Minor
Bryan Kelly, CFA's Investment Firm Experience April 2005 - Present
Job Financial Analyst
Industry Financial Services
Experience
Investment Firm April 2005 - Present
Jersey Village Animal Hospital June 1998 - April 2005
Skills
Financial Analysis, Portfolio Management, Valuation, Financial Modeling, Corporate Finance, Strategic Financial...
Education
University of Houston 2002 — 2004
Master of Business Administration (MBA), Finance
Louisiana State University 1991 — 1998
D.V.M.
Investment Firm April 2005 - Present
Jersey Village Animal Hospital June 1998 - April 2005
Skills
Financial Analysis, Portfolio Management, Valuation, Financial Modeling, Corporate Finance, Strategic Financial...
Education
University of Houston 2002 — 2004
Master of Business Administration (MBA), Finance
Louisiana State University 1991 — 1998
D.V.M.
Jason Genrich's Investment Firm Experience March 2014 - Present
Job Analyst
Industry Investment Management
Experience
Investment Firm March 2014 - Present
GTCR July 2011 - January 2014
Evercore Partners July 2009 - July 2011
Education
University of Michigan - Stephen M. Ross School of Business
Investment Firm March 2014 - Present
GTCR July 2011 - January 2014
Evercore Partners July 2009 - July 2011
Education
University of Michigan - Stephen M. Ross School of Business
Anthony Spatacco Jr.'s Investment Firm Experience December 2008 - Present
Job Senior Vice President at Sterne Agee
Industry Financial Services
Experience
Investment Firm December 2008 - Present
Education
Dartmouth College 1973 — 1977
A.B., Biology and Classics
Investment Firm December 2008 - Present
Education
Dartmouth College 1973 — 1977
A.B., Biology and Classics
Margie Kosmerl's Investment Firm Experience 1997 - 2010
Job President, Blue Heron Financial Group
Industry Financial Services
Experience
Blue Heron Financial Group July 1997 - Present
Investment Firm 1997 - 2010
Skills
FINRA
Education
Frostburg State University
Psychology
Blue Heron Financial Group July 1997 - Present
Investment Firm 1997 - 2010
Skills
FINRA
Education
Frostburg State University
Psychology
Brendan Hoffman's Investment Firm Experience September 2008 - January 2012
Job Director, Investment Strategies
Industry Financial Services
Experience
A systematic hedge fund in Baltimore, MD January 2012 - Present
Investment Firm September 2008 - January 2012
Skills
Data Analysis, Statistics, Matlab, Financial Modeling, Equities, Hedge Funds, SQL, Fixed Income, R, Analysis, Quantitative Analytics, C++, Analytics, Financial Analysis, Project Management
Education
Stanford University 2003 — 2008
Doctor of Philosophy (Ph.D.), Chemical Engineering
University of Maryland College Park 1999 — 2003
Bachelor of Science (BS), Chemical Engineering
A systematic hedge fund in Baltimore, MD January 2012 - Present
Investment Firm September 2008 - January 2012
Skills
Data Analysis, Statistics, Matlab, Financial Modeling, Equities, Hedge Funds, SQL, Fixed Income, R, Analysis, Quantitative Analytics, C++, Analytics, Financial Analysis, Project Management
Education
Stanford University 2003 — 2008
Doctor of Philosophy (Ph.D.), Chemical Engineering
University of Maryland College Park 1999 — 2003
Bachelor of Science (BS), Chemical Engineering
Yuko Hirano Wada's Investment Firm Experience May 2008 - October 2010
Job Sales Executive at Wyndham Vacation Ownership
Industry Hospitality
Experience
Wyndham Vacation Ownership December 2011 - Present
Investment Firm May 2008 - October 2010
Four Seasons Hotels and Resorts January 2006 - April 2008
Four Seasons Hotels and Resorts January 2005 - January 2006
Skills
Hospitality, Hotels, Hospitality Management, Hotel Management, Event Planning, Hospitality Industry, Sales, Customer Service, Management, Real Estate
Education
University of Hawaii at Manoa 2000 — 2004
BS, Travel Industry Management
Wyndham Vacation Ownership December 2011 - Present
Investment Firm May 2008 - October 2010
Four Seasons Hotels and Resorts January 2006 - April 2008
Four Seasons Hotels and Resorts January 2005 - January 2006
Skills
Hospitality, Hotels, Hospitality Management, Hotel Management, Event Planning, Hospitality Industry, Sales, Customer Service, Management, Real Estate
Education
University of Hawaii at Manoa 2000 — 2004
BS, Travel Industry Management
donna carli's Investment Firm Experience June 2010 - Present
Job Consultant
Industry Sporting Goods
Experience
Investment Firm June 2010 - Present
Consultant, LLC March 2008 - Present
Extrahelp Personnel/Talent Tree March 1996 - March 2008
St Pete Cardinals 1980 - 1981
Skills
Sports Marketing, Social Media, Microsoft Office
Education
John Brown University 1981 — 1982
University of Cincinnati
Communication/Business
Investment Firm June 2010 - Present
Consultant, LLC March 2008 - Present
Extrahelp Personnel/Talent Tree March 1996 - March 2008
St Pete Cardinals 1980 - 1981
Skills
Sports Marketing, Social Media, Microsoft Office
Education
John Brown University 1981 — 1982
University of Cincinnati
Communication/Business
Jan Volk-Caplan's Investment Firm Experience November 2010 - June 2011
Job investment management
Industry Investment Management
Experience
investment firm November 2010 - June 2011
WADDELL AND REED November 2010 - June 2011
KAPLAN CAREER INSTITUTE February 2009 - December 2010
CAPPY AND CO January 1981 - December 1986
MCKEESPORT DISTRICT September 1973 - September 1978
Skills
Series 6
Education
Slippery Rock University of Pennsylvania 1969 — 1973
BS, Elementary Ed
Community College of Allegheny County/ North Campus
Computer Systems Institute
investment firm November 2010 - June 2011
WADDELL AND REED November 2010 - June 2011
KAPLAN CAREER INSTITUTE February 2009 - December 2010
CAPPY AND CO January 1981 - December 1986
MCKEESPORT DISTRICT September 1973 - September 1978
Skills
Series 6
Education
Slippery Rock University of Pennsylvania 1969 — 1973
BS, Elementary Ed
Community College of Allegheny County/ North Campus
Computer Systems Institute
Isida Malko's Investment Firm Experience 2010 - Present
Job Associate at an Investment Firm
Industry Financial Services
Experience
Investment Firm 2010 - Present
Indiana University Bloomington September 2006 - December 2009
Navigant Consulting May 2008 - August 2008
Skills
Asset Allocation, Investments, Small Business, Time Management, Customer Service, Retirement, Mutual Funds, Retirement Planning, Financial Services
Education
Indiana University Bloomington 2005 — 2009
BS, Management and Finance Business Administration
Investment Firm 2010 - Present
Indiana University Bloomington September 2006 - December 2009
Navigant Consulting May 2008 - August 2008
Skills
Asset Allocation, Investments, Small Business, Time Management, Customer Service, Retirement, Mutual Funds, Retirement Planning, Financial Services
Education
Indiana University Bloomington 2005 — 2009
BS, Management and Finance Business Administration
Adriana Trevino's Investment Firm Experience February 2011 - June 2011
Job Sales Administration Analyst
Industry Hospital & Health Care
Experience
CIGNA October 2012 - Present
Resource Corporation of America February 2012 - October 2012
Girl Scouts of the USA September 2011 - February 2012
Investment Firm February 2011 - June 2011
Education
University of Houston 2005 — 2009
Bachelor of Science, Kinesiology
CIGNA October 2012 - Present
Resource Corporation of America February 2012 - October 2012
Girl Scouts of the USA September 2011 - February 2012
Investment Firm February 2011 - June 2011
Education
University of Houston 2005 — 2009
Bachelor of Science, Kinesiology
Kasey Cantrell's Investment Firm Experience June 2011 - Present
Job Stock Broker at Investment Firm
Industry Financial Services
Experience
Investment Firm June 2011 - Present
Q Investments June 2010 - May 2011
Texas Wesleyan University December 2009 - December 2010
Skills
Series 7, Series 63, Securities, Bloomberg, Equities, Financial Analysis, Hedge Funds, Trading, Investments, Bloomberg Terminal, Fixed Income, Due Diligence, Asset Managment, Alternative Investments, Microsoft Excel, Equity Research, Financial Modeling, Options, PowerPoint, Valuation, Research, Access, Risk Management
Education
Texas Wesleyan University 2007 — 2011
Bachelor of Business Administration, Finance, 3.75
Investment Firm June 2011 - Present
Q Investments June 2010 - May 2011
Texas Wesleyan University December 2009 - December 2010
Skills
Series 7, Series 63, Securities, Bloomberg, Equities, Financial Analysis, Hedge Funds, Trading, Investments, Bloomberg Terminal, Fixed Income, Due Diligence, Asset Managment, Alternative Investments, Microsoft Excel, Equity Research, Financial Modeling, Options, PowerPoint, Valuation, Research, Access, Risk Management
Education
Texas Wesleyan University 2007 — 2011
Bachelor of Business Administration, Finance, 3.75
Andrew Van Pelt's Investment Firm Experience September 2013 - Present
Job Financial Representative at Investment Firm
Industry Financial Services
Experience
Investment Firm September 2013 - Present
Skills
Series 7, Series 63, Teaching, Finance, Financial Services, Mutual Funds, Financial Planning, Retirement, Investments, Financial Analysis, Microsoft Excel, Microsoft Office
Education
Texas State University 2008 — 2012
Bachelor of Arts (B.A.), History
Investment Firm September 2013 - Present
Skills
Series 7, Series 63, Teaching, Finance, Financial Services, Mutual Funds, Financial Planning, Retirement, Investments, Financial Analysis, Microsoft Excel, Microsoft Office
Education
Texas State University 2008 — 2012
Bachelor of Arts (B.A.), History
Government
company
Residence Hall Association
Consulting Firm
Board Member
Gov
Independent School District
Goverment