Investment Management Firm
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Investment Management Firm Employees
IBM (Seterus, Inc.) October 2010 - Present
The Art Institute of Portland June 2008 - June 2013
M Financial Group - M Holdings Securities, Inc. June 2006 - October 2009
Investment Management Firm 2004 - 2006
Experience in both the public and private sector 1999 - 2004
Skills
Project Management, Finance, E-Learning, Leadership, Training, Program Management, Instructional Design, Team Leadership, Public Speaking, Customer Service, Vendor Management, Process Improvement, Business Analysis, Management
Education
University of Nevada-Reno
Bachelor of Science, Secondary Education-Biological Science
Graham Street Realty 2012 - 2015
Business Services Company May 2010 - May 2012
Auto Body Repair Shop May 2008 - July 2010
Investment Management Firm April 2007 - May 2008
Skills
Accounting, Financial Analysis, QuickBooks, Account Reconciliation, Microsoft Office, Process Improvement, Start-ups, Analysis, Finance, Customer Service, Accounts Payable, APL, Accounts Receivable, Management, Operations Management, Variance Analysis, Argus Valuation DCF V15, Commercial Property..., Office Leasing, CA State Real Estate...
Education
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
BSBA, Accounting
Stratton Mountain School 1999 — 2002
Investment Management Firm January 2010 - Present
Education
Brigham Young University
Bachelor of Science, Management
Hillsdale College August 2014 - Present
Bank of America Merrill Lynch December 2014 - August 2015
Investment Management Firm September 2013 - August 2014
Life Time Fitness May 2014 - July 2014
Sanford Rose Associates - Rochester May 2012 - January 2013
Romney for President October 2011 - December 2012
Skills
Public Speaking, Leadership, Fundraising, Strategy, Training, Politics, Marketing, Social Media, Finance, Economics, Research, Public Affairs, Trade Finance, Budgets, Grassroots Organizing, Political Campaigns, Event Planning, Speech Writing, Legislative Relations, Recruiting, Community Engagement, Project Planning, Data Analysis, Human Resources, Microsoft Office, Market Research, Public Relations, Public Policy, Marketing Communications
Education
Hillsdale College 2014 — 2018
Bachelor of Arts (B.A.), Politics, Philosophy, & Marketing/Management
Rochester High School 2010 — 2014
Diploma, College Preparatory
Investment Management Firm July 2014 - Present
Georgia Air National Guard February 2013 - Present
YieldQuest Securities August 2013 - June 2014
Alegent+Creighton Health June 2009 - February 2013
Nebraska Air National Guard February 2009 - February 2013
United States Air Force February 2005 - February 2009
Skills
Emergency Management, Security Clearance, Municipal Bonds, Management, Time Management, Force Protection, Cpr Certified
Education
University of Nebraska at Omaha 2009 — 2012
BSBA, Business Finance/Investment Science & Portfolio Management
Community College of the Air Force 2005 — 2008
Associates, Criminal Justice
Investment Management Firm April 2012 - Present
Temporary Position September 2011 - December 2011
Amalgamated Bank June 2008 - April 2010
SunAmerica September 2005 - June 2008
Delta Air Lines November 1996 - September 2005
Skills
Zephyr, Lipper, Morningstar, Factset, BIRR Performance..., Investran, Private i, Microsoft Office, Investments, Portfolio Management, Asset Management, Mutual Funds, Analysis, Financial Markets, Private Equity, Accounting, Economics, Securities, Equities, Excel, Alternative Investments, Bloomberg, Wealth Management, Investment Strategies, Customer Relations, Research, Due Diligence, Banking, Word, Microsoft Word, Customer Service, Fixed Income, Asset Allocation
Education
Boston University
B.A, Sociology
Kennesaw State University - Michael J. Coles College of Business
MBA, Finance
Investment Management Firm August 2011 - Present
Investment Management Firm August 2010 - Present
Futren Corporation April 2008 - January 2009
Crescent Resources, LLC April 2002 - October 2007
Six Flags Theme Parks August 1984 - September 1995
Skills
Strategy, Management, Budgets, Leadership, Marketing, Outlook, PowerPoint, Project Management, Teamwork, Invoicing, Nonprofits, Managed Hosting, Microsoft Office, Office Management, Project Planning, Event Planning, Time Management, Recruiting, Process Improvement, Human Resources, Administrative..., Microsoft Word, Program Management, Public Speaking, QuickBooks, Customer Satisfaction, Microsoft Excel, System Administration, Customer Service, Goal Oriented, Event Management, Team Building, Analysis, Newsletters, Training, Process Scheduler, Executive Management
Education
Harvard Business School 1994 — 1994
Program for Management Development, 68th Session
Rich Central High School
Investment Management Firm May 2013 - Present
Private August 2010 - May 2013
Fiserv March 2001 - May 2008
PwC Consulting December 2000 - March 2001
PwC Consulting December 1998 - December 2000
PricewaterhouseCoopers - GBPO April 1998 - December 1998
Skills
Process Improvement, CRM, Banking, Management, Business Development, Financial Services, Payments
Education
Baylor University - Hankamer School of Business 1989 — 1990
MBA, Finance
Baylor University 1981 — 1985
BA, Business
Investment Management Firm August 2011 - Present
MESH, Inc. December 2009 - August 2011
Johns Hopkins University September 2007 - December 2009
Skills
Plugins, JIRA, Teamwork, C#, VBScript, Code Review, Process Automation, Programming, TeamCity, Visual Studio, Microsoft Excel, Powershell, Software Development
Education
The Johns Hopkins University 2006 — 2010
B.S, Biomedical Engineering
Investment Management Firm 2008 - Present
The Lubitz Financial Group 2007 - 2008
Noesis Capital Management 2001 - 2007
KLA-Tencor 1999 - 2001
Applied Materials 1995 - 1999
Skills
Pension Funds, Wealth Management, Investment Advisory, Risk Management, Retirement, Alternative Investments, Financial Analysis, Financial Advisory, Series 7, Estate Planning, Investment Strategies, Insurance, Private Banking, Valuation, Bonds, Life Insurance, Pensions, Asset Management, Equities, Financial Planners, 401k, Fixed Income, Bloomberg, Capital Markets, ETFs, Hedge Funds, Wealth, Relationship Management, IRAs, Mergers & Acquisitions, Options, Financial Modeling, Financial Markets, Private Equity, Wealth Management..., Series 63, Trading, Derivatives, Venture Capital, Financial Risk, Financial Services, Investment Management, Mutual Funds, Securities, Asset Allocation, Strategic Financial..., Finance, Retirement Planning, Portfolio Management, Investments
Education
Santa Clara University - Leavey School of Business 1999 — 2001
MBA, Finance
Purdue University 1991 — 1995
B.S., Chemical Engineering
University of Bradford 1993 — 1994
mt vernon 1988 — 1991
PayPal August 2014 - Present
Investment Management Firm May 2012 - June 2014
PayPal July 2011 - May 2012
7 West Bistro Grille December 2009 - December 2011
Skills
Financial Services, Hedge Funds, Securities, Alternative Investments, Corporate Law, Equities, Mutual Funds, Payments, Risk Management
Education
University of Maryland Baltimore County 2007 — 2010
BA, American Studies
Community College of Baltimore County 2005 — 2007
N/A, General Studies
Investment Management Firm July 2014 - Present
Vail Electronics January 2014 - May 2014
Vail Valley Charitable Fund January 2013 - February 2014
High Country Kombucha, Inc. November 2010 - January 2014
SDC Trust October 1998 - November 2010
Skills
Marketing, Social Media, Management, Office Management, Invoicing, Bookkeeping, Process Scheduler, Spreadsheets, Microsoft Office, Data Entry, Office Administration, Time Management, Event Management, Public Speaking, Outlook, Marketing Communications, Budgets, Microsoft Word
Education
Colorado Mountain Community College 2007 — 2010
Associates Degree, Accounting and Finance
University of Northern Iowa 1989 — 1994
BA, Elementary Education and Teaching
Investment Management Firm June 2014 - Present
US Navy Reserve - Civil Engineering Corps May 2011 - Present
Sikorsky Aircraft August 2012 - July 2014
Sikorsky Aircraft June 2010 - August 2012
Sikorsky Aircraft May 2009 - August 2009
Sikorsky Aircraft May 2008 - August 2008
Skills
Engineering, Finite Element Analysis, Catia, Process Improvement, Microsoft Office, Project Management, Mechanical Engineering, Aerospace, Stress Analysis, Stocks, Financial Engineering, Analytics, Matlab, Analysis, Management, Testing, Cross-functional Team..., Options, Leadership, Financial Modeling, Program Management
Education
University of Southern California 2011 — 2013
Master of Science (M.S.), Financial Engineering
Purdue University 2006 — 2010
Bachelor of Science (B.S.), Mechanical Engineering
Shanghai Jiao Tong University 2009 — 2009
Study Abroad
Investment Management Firm August 2013 - Present
Apax Partners June 2011 - July 2013
Merrill Lynch June 2009 - May 2011
Skills
Private Equity, Investment Banking, Valuation, Leveraged Finance, Venture Capital, LBO, M&A experience, Corporate Development, Financial Modeling, Capital Markets, Financial Analysis, Mezzanine, Due Diligence, Corporate Finance, Mergers, Restructuring, Principal Investing, Alternative Investments, Equity Research
Education
Duke University 2005 — 2009
BS, Economics, Mathematics
The First Tee of Greater Pasadena November 2013 - Present
Women's Southern California Golf Association June 2012 - December 2013
Coyle Hospitality Group October 2011 - December 2012
Executive Women's Golf Association December 2010 - December 2012
Investment Management Firm July 1983 - April 2008
Weight Watchers April 2000 - April 2005
Los Angeles Unified School District January 1977 - December 1982
Yamaha Corporation of America September 1977 - September 1979
Occidental College September 1975 - June 1977
Temple City Unified School District September 1974 - June 1975
Skills
Hospitality, Program Management, Social Media, Newsletters, Event Management, Recruiting, Golf, Social Media Marketing, Leadership Development, Public Speaking, Fundraising, Microsoft Office, Non-profits, Nonprofits, Strategic Communications, Blogging, Project Planning, Editing, Resorts, Marketing, Marketing Strategy, Business Strategy, PowerPoint, Administration, Email Marketing, Social Networking, Team Building, Customer Service, Organizational..., Advertising, Strategic Planning, Budgets, Constant Contact, Mystery Shopping, Non-profit..., Financial Markets, Website Management, Piano Performance, Digital Photography, Mentoring, Golf Tournament..., Newsletter Publication, LinkedIn, Compliance, Statistical Data..., Marketing Campaign..., Channel Marketing, Event Planning, Leadership, Management
Education
California State University-Los Angeles 1979 — 1982
Bachelor's Degree
University of La Verne 1977 — 1978
Occidental College 1975 — 1977
Citrus College
Pasadena City College
Oil and Gas Exploration and Production Company April 2015 - Present
Investment Management Firm May 2011 - March 2015
Rudra Research Services October 2009 - April 2011
IBM Global Business Services June 2008 - September 2009
Oracle Corp - Enterprise Wide Applications Consulting May 2006 - June 2008
Hitachi Consulting May 2000 - April 2006
Tata Consultancy Services July 1997 - April 2000
GE Transportation 1999 - 2000
Mazda Controls Limited September 1994 - June 1997
Skills
Business Analysis, Management Consulting, IT Strategy, Business Process..., Business Intelligence, Fixed Income, PMP, Hedge Funds, Portfolio Management, Business Process, Analytics, Enterprise Architecture, ERP, Business Development, Solution Architecture, Enterprise Software, Oracle, Oracle E-Business Suite, Business Transformation, Project Management, Private Equity, Equities, Business Strategy, Software Project..., Asset Management, Oracle ERP..., CRM, Investment Strategies, Financial Modeling, Asset Allocation, Entrepreneurship, Due Diligence, Management, Strategy, Trading Systems, Consulting, Risk Management, Mergers & Acquisitions, Leadership, Integration, Requirements Analysis, SDLC, Program Management, Process Improvement, Vendor Management, Requirements Gathering
Education
CFA Institute
Chartered Financial Analyst (CFA), 2013, CFA Institute, Investment Management, Capital Market Analysis, Debt, Equity, Private Equity, Venture Capital
National Institute of Technology Surat 1989 — 1994
BS, Mechanical Engineering
Investment Management Firm January 2012 - Present
Alliance for Children and Families May 2007 - January 2012
Alliance for Children and Families September 2008 - March 2011
Alliance for Children and Families February 2008 - September 2008
Alliance for Children and Families May 2007 - September 2008
Metroland Alternative Newsweekly August 2006 - June 2007
Southern Albany County Ledger May 2006 - August 2006
Ripon Commonwealth Press January 2006 - May 2006
Ripon College May 2005 - May 2006
Georgetowner/Downtowner January 2005 - May 2005
Skills
Writing, Editing, Copy Editing, Web Content Management, Web Content, Content Writing, Content Strategy, Social Media, Social Networking, Project Management, Non-profit..., Non-profit Marketing, Series 63, Series 6, Non-profits, Journalism, Brochures, Nonprofits, Marketing, Publications, Magazines, Editorial, Feature Articles, Social Media Marketing, Community Leadership, Web Design, Web Analytics, Google Analytics, Email Marketing, Email Strategy, Publishing, Creative Writing
Education
Ripon College 2003 — 2006
B.A., Politics and Government
American University 2005 — 2005
n/a, Washington Journalism Semester
Mesquite High School 2000 — 2003
High School Diploma, General
Investment Management Firm 2008 - Present
Goldman Sachs 2006 - 2008
Skills
Equities, Financial Modeling, Financial Analysis, Private Equity, Due Diligence, Valuation, Hedge Funds, Investments, Portfolio Management, Alternative Investments, Capital Markets, Fixed Income, Asset Management, Corporate Finance
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2002 — 2006
A.B., Psychology/Theology
Investment Management Firm July 2007 - Present
U.S. Trust May 2005 - July 2007
Education
University of South Florida 2003 — 2005
MBA, Finance, International Business, & Management
Louisiana State University 1997 — 2003
B.S., Finance
Investment Management Firm October 2009 - Present
Evergreen Investments March 2005 - October 2009
Wachovia, A Wells Fargo Company June 2003 - March 2005
Skills
Portfolio Management, Fixed Income, Financial Analysis, Financial Risk, Hedge Funds, Bonds, Internal Audit, Credit, Mutual Funds, Bloomberg, Financial Modeling, Economics, Research, Internal Controls, Capital Markets, Asset Management, Valuation, Credit Analysis, Risk, Investments, Wealth Management, Securities, Credit Risk, Excel, Analysis, Municipal, Problem Solving, Critical Thinking, Independent Thinking, Skilled Multi-tasker, Humorist, Social Justice, Cocktails, Human Performance, Art History, Archaeology, Lipid Metabolism, Metabolic Syndrome, Wine, Wine Tasting, Presentations, Cooking, BBQ, People Skills, Ancient History, Paleontology, Android, Mobile Technology
Education
University of Florida 1999 — 2003
BS, Finance
University of Florida - Warrington College Of Business 1999 — 2003
BS, Finance
Investment Management Firm November 2004 - Present
Frommer Investment Partners February 2003 - August 2004
Spear, Leeds & Kellogg December 1999 - September 2002
Prudential Securities February 1998 - September 1999
Education
University of Pennsylvania - The Wharton School 1994 — 1997
Investment Management Firm April 2015 - Present
Ascend One June 2014 - March 2015
Morgan Stanley 2009 - June 2014
Sourcefire 2007 - 2009
The Cornerstone Professional Group 2004 - 2007
Impact Innovation 2002 - 2003
Sequoia Software 1999 - 2002
Skills
C#, SQL, JavaScript, ASP.NET, WCF, Web Services, Software Development, Requirements Analysis, Object Oriented Design, Web Application Design, Microsoft SQL Server, Concurrent Programming, NUnit, ReSharper, Win32 API, Infragistics
Education
University of Maryland University College
Information Systems Management
University of Pennsylvania
Chemical Engineering
Investment Management Firm March 2010 - Present
DLA Piper June 2009 - July 2009
Ospraie Management April 2005 - July 2008
Investment Management Firm May 2003 - April 2005
Education
Yale University 1999 — 2003
B.A., Political Science
New York Law School 2006 — 2009
J.D., Law
Investment Management Firm August 2010 - Present
Natixis Global Associates August 2008 - May 2009
Gourmet Caterers November 2007 - July 2008
Aramark August 2000 - October 2007
Skills
Onboarding, Recruiting, Employee Benefits, Human Resources, Leadership, Employee Relations, Training, Interviews
Education
Pennsylvania State University 1996 — 2000
Investment Management Firm 2005 - Present
OBEDIA March 2008 - May 2008
Pulse Advertising 2002 - 2004
ABD/Ambrosi 1996 - 1999
Skills
Illustration, Adobe Creative Suite, Maya, Illustrator, Photoshop, Graphic Design, Animation, Flash, InDesign, Graphics, Mac, Art Direction, Film, Image Manipulation, After Effects, Creative Direction, Typography
Education
AnimationMentor 2009 — 2010
Character Animation
The American Animation Institute 2001 — 2009
Traditional Animation Basics, Storyboarding
ArtCenter College of Design 2008 — 2008
The School of the Art Institute of Chicago 1993 — 1993
Murray State University 1987 — 1991
Bachelor of Science, Graphic Design
Investment Management Firm March 2008 - Present
Skills
Series 7, Mutual Funds, Securities, Asset Management
Education
Suffolk University
Bachelor of Science (BS)
Investment Management Firm August 2012 - Present
Investment Management Firm May 2007 - Present
State of Maryland - Office of Legislative Audits January 2005 - April 2007
State of Maryland - Office of Legislative Audits November 2001 - January 2005
Skills
Internal Audit, SAS70, Certified Fraud Examiner, Auditing, Internal Controls, Sarbanes-Oxley, Risk Assessment, Sarbanes-Oxley Act, Trading, Finance, Accounting, Financial Audits, External Audit, SEC filings, Due Diligence
Education
Towson University 1997 — 2000
Bachelor of Science, Accounting
Investment Management Firm September 2015 - Present
Nationwide Research / Chapter 11 Library October 2007 - August 2015
Dolphin Seafaris October 2005 - April 2007
Skills
Bankruptcy, Legal Assistance, Legal Research, Intellectual Property, Legal Writing, Research, Litigation Support
Education
Boston College 2001 — 2005
Xavier
Investment Management Firm June 2012 - Present
Investment Management Firm July 2010 - May 2012
Deloitte September 2008 - July 2010
Anheuser-Busch March 2007 - June 2008
Skills
Accounting, Analysis, Auditing, Budgets, Business Analysis, Finance, Internal Controls, Management, Risk Management, Strategy
Education
Saint Louis University 2004 — 2008
BSBA, Finance & Accounting
Investment Management Firm February 2013 - Present
Rothstein Kass October 2008 - February 2013
Skills
Auditing, Microsoft Excel, Microsoft Office, US GAAP, Management, GAAP, Financial Accounting, Microsoft Word, Internal Controls
Education
Lehigh University 2004 — 2008
B.A., Accounting
Investment Management Firm June 2007 - Present
Financial Information Network August 2006 - June 2007
FFR Advisory, LLC March 2006 - August 2006
Engemann Asset Management July 1998 - March 2006
Skills
Asset Management, Alternative Investments, Portfolio Optimization, Financial Analysis, Fixed Income, Investments, Portfolio Management, Derivatives, Microsoft Excel, Investment Strategies, Bonds, Investment Advisory, Wealth Management, Options, Analysis, ETFs, Mutual Funds, Trading, Securities, Asset Allocation, Equity Research, Equities, Hedge Funds, Strategic Financial..., Valuation, Fund Of Funds, Financial Markets, Risk Management, Investment Management, Due Diligence, Bloomberg Terminal, Bloomberg, Corporate Finance, Series 7, Equity Valuation, Finance, Financial Services, Capital Markets, Series 63, Investment Banking, Financial Modeling, Business Valuation, Private Equity, Relationship Management, Institutional..., Hedging, High Yield, Equity Trading, Financial Planning
Education
San Diego State University-California State University
BS, Business Administration
Pasadena City College 1992 — 1995
AS, Business
Pasadena City College 1992 — 1995
AA, Business
Investment Management Firm October 2010 - Present
Intuit October 2000 - January 2004
Digital Impact 1999 - 2000
CM Capital 1995 - 1997
Skills
Start-ups, Strategic Partnerships, Product Management, Cross-functional Team..., SaaS
Education
Stanford University 1992 — 1995
MS, Biological Sciences
Stanford University Graduate School of Business 1992 — 1995
MBA
Harvard University 1983 — 1987
BA, Psychology, Biology
AnchorBank April 2014 - July 2014
Investment Management Firm June 2007 - March 2014
Aerotek March 2007 - June 2007
Gray and Associates LLP March 2001 - November 2005
Skills
Customer Service, Excel, Microsoft Office, Word, Outlook, Teamwork, Team Leadership, Problem Solving, Training & Development, PowerPoint, Microsoft Word, Social Media, Microsoft Excel, Training, Hands-on Training, Group Training, Bankruptcy, Receptionist Duties, Administrative..., Back Office, Foreclosures, Mortgage Servicing, Employee Training, Leadership, Investment Advisory, Asset Management
Education
Cardinal Stritch University 2010 — 2013
Associate of Science (A.S.), Accounting and Business/Management
Milwaukee Area Technical College 2001 — 2003
Certificate, Real Estate
Washington high school 1988 — 1992
Dipolma, Basic Skills and Developmental/Remedial Education
Investment Management Firm September 2012 - Present
Empyrean Capital Partners February 2007 - March 2012
Vantis Capital 2004 - 2006
Avera Global Partners 2001 - 2003
Skills
Hedge Funds, Global Macro, Trading, Proprietary Trading, Alternative Investments
Education
University of Illinois at Urbana-Champaign 1983 — 1987
Bachelor of Science (B.S.)-Magna Cum Laude, Finance-Investments