Investment Society
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Investment Society Employees
D+H January 2015 - Present
D+H July 2014 - January 2015
Investment Society April 2012 - April 2014
D+H September 2013 - December 2013
University of Toronto September 2013 - December 2013
University of Toronto September 2011 - December 2013
Ontario Teachers' Pension Plan May 2013 - August 2013
Effective Media Productions May 2010 - May 2013
ADP May 2012 - April 2013
CFA Institute Research Challenge November 2012 - February 2013
Skills
Project Management, Microsoft Excel, Leadership, Team Leadership, Data Analysis, Social Media Marketing, Finance, Corporate Finance, Fundraising, Financial Modeling, Time Management, Teamwork, Marketing, Analysis, Equity Trading, Research, Market Research, Strategic Planning, Valuation, Negotiation, Bloomberg, Project Planning, Collaborative Leadership, Portfolio Management, Financial Reporting, Financial Analysis, Investments, Entrepreneurship, Recruiting, Economics, Strategy, Quantitative Analytics, Analytical Skills, PowerPoint
Education
University of Toronto 2009 — 2014
Bachelor of Business Administration (BBA) Co - op, Finance
National University of Singapore 2014 — 2014
Bachelor's Degree, Finance, General
CFA Institute
Marc Garneau C.I. 2006 — 2009
Ontario Secondary School Diploma
Invesco US November 2014 - Present
U.S. Army September 2007 - September 2013
Investment Society January 2012 - May 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, English, Windows, Research, Public Speaking, Financial Analysis, Accounting, Banking, Teaching, Market Research, Data Analysis, Management, Employee Training, Fitness Training
Education
The University of Texas at San Antonio 2009 — 2013
BBA in Finance, Investments and Securities
Univeristy of Texas at San Antonio 2009 — 2013
BBA of Finance
Phoenix Services, LLC August 2014 - Present
The Eastern Idaho Entrepreneurial Center October 2013 - April 2014
Economics Department April 2013 - December 2013
Investment Society April 2013 - December 2013
Federal Reserve Bank of San Francisco's Symposium April 2013 - June 2013
Daily Bread March 2010 - August 2010
The Church of Jesus Christ of Latter-day Saints January 2008 - January 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Microsoft Excel, Spanish, Statistics, Economics, SPSS, Critical Thinking, Quantitative Research, Presentations, Team Leadership, Research, Leadership, Public Speaking, Customer Service
Education
Brigham Young University - Idaho 2010 — 2014
Bachelor's Degree, Financial Economics, emphasis in Business
Investment Society October 2013 - December 2013
Wells Fargo Home Mortgage May 2013 - September 2013
BYU-Idaho April 2012 - April 2013
BYU-Idaho - Investment Society April 2012 - April 2013
Shark Bites Co. - Integrated Business Core April 2012 - July 2012
Des Moines Area Community College October 2010 - March 2012
Skills
Public Speaking, Microsoft Office, PowerPoint, Teaching, Microsoft Excel, Microsoft Word, Social Media, Spanish, Customer Service, Research, Data Analysis, Market Research
Education
Brigham Young University - Idaho 2012 — 2013
Bachelor of Science (B.S.), Financial Economics, 3.93
Des Moines Area Community College 2010 — 2012
Associate of Arts (AA), Business Administration and Management, General, 4.0
Alliance Bernstein October 2013 - Present
Northwestern Mutual January 2013 - June 2013
Investment Society August 2010 - May 2012
Budget Blinds May 2011 - August 2011
Skills
Microsoft Office, Financial Analysis, Bloomberg, Bloomberg Terminal, Microsoft Excel, Technical Analysis, Insurance Background, Valuation, Finance, Investments, Risk Management, Analysis, Financial Modeling
Education
The University of Texas at San Antonio 2010 — 2013
Finance, Finance
The University of Texas at Dallas 2009 — 2010
USI Insurance Services June 2015 - Present
Truespec Energy Products September 2014 - June 2015
Oak Hills Country Club May 2012 - August 2014
Tau Kappa Epsilon Fraternity September 2013 - May 2014
Investment Society September 2013 - May 2014
The Hills Dental Spa September 2009 - June 2011
Skills
Microsoft Office, Finance, Public Speaking, Strategic Planning, Risk Management, Leadership, Teamwork, Insurance, Employee Benefits, Stock Market, Oil & Gas, Investments, Commodity Markets, Social Skills, Life Insurance, Chemical Metering Pumps, Sales, Microsoft Word, Customer Service, Microsoft Excel
Education
The University of Texas at San Antonio 2010 — 2014
Bachelor of Business Administration (BBA), Finance
BizBox June 2015 - Present
Distell April 2014 - December 2014
The Awethu Project June 2013 - January 2014
WorkStart September 2011 - June 2013
McKinsey & Company 2011 - June 2013
Investment Society September 2009 - September 2010
Southern Africa Sustainable Development Initiative February 2010 - July 2010
Penguin Tutoring Company January 2007 - December 2009
McKinsey & Company June 2009 - July 2009
Standard Bank November 2008 - January 2009
Education
Columbia University in the City of New York 2015 — 2016
Master of Business Administration (M.B.A.)
University of Cape Town 2007 — 2010
B.Bus Sci (Hons.), Finance, Economics, Management
Beaulieu College 2002 — 2006
Matric, IEB Top 100
Tesoro Corporation January 2015 - Present
Tesoro Corporation March 2014 - January 2015
Tesoro Corporation May 2012 - February 2014
Investment Society August 2011 - May 2012
CFA Institute November 2011 - April 2012
Clear Channel Radio June 2011 - August 2011
Southwestern Company May 2010 - August 2010
US Army August 2002 - August 2005
Skills
Public Speaking, PowerPoint, Word, Excel, Strategic Planning, Statistics, Critical Thinking, Research, Time Management, Data Entry, Access, Accounting, Teamwork, Problem Solving, Data Analysis, Outlook, Analysis, Financial Analysis, Real Estate, Investments, Bloomberg Terminal, Forecasting, Planning, Spreadsheets, Quickbooks, Auditing, Financial Reporting, Microsoft Excel, Microsoft Word, QuickBooks, SAP, Finance
Education
The University of Texas at San Antonio 2009 — 2012
BBA, Finance, Accounting
CFA Candidate Level 2
Deloitte July 2014 - Present
University of Illinois at Urbana-Champaign July 2013 - Present
University of Illinois at Urbana-Champaign May 2013 - Present
SHRM - UIUC Chapter January 2013 - Present
Ontario Teachers' Pension Plan January 2012 - April 2012
University of Toronto January 2011 - December 2011
Grant Thornton LLP May 2011 - August 2011
Investment Society May 2010 - April 2011
Hydro One September 2010 - December 2010
Investment Society September 2009 - April 2010
Skills
Leadership, Event Planning, Project Coordination, Process Improvement, Meeting Facilitation, Presentation Development, Teaching, Report Writing, SharePoint Design, Transaction Processing, Financial Modeling, Customer Service, Team Leadership, Workshop Facilitation, Teamwork, Human Resources, Management, Recruiting, Microsoft Excel
Education
University of Illinois at Urbana-Champaign 2013 — 2014
Master of Human Resources and Industrial Relations, Human Resources, 3.95/4
University of Toronto 2008 — 2012
Bachelor of Business Administration (B.B.A.), Management and Finance, 3.67/4
Masaryk University Brno, Faculty of Social Studies 2009 — 2009
Summer Exchange Student, Political Science