Kerburn Rose
Description
Address: 140 Broadway, New York, NY 10005 Phone: (212) 299-5171: Place name: : Hours: : : Category: Website: : : Website: http://www.kerburn.co.uk/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Kerburn Rose, LLC Posting publicly on the Web Write a review Reviews Be the first to review
Kerburn Rose List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Kerburn Rose. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Kerburn Rose Employees
Employee
Years
Job
Industry
Timothy Oh Timothy Oh's Kerburn Rose Experience July 2012 - August 2012
Job Consultant at Bespoke Partners
Industry Staffing and Recruiting
Experience
Bespoke Partners April 2014 - March 2015
KERBURN ROSE July 2012 - August 2012
Morgan Stanley Smith Barney August 2011 - December 2011
Skills
Financial Modeling, Capital IQ, Research, Mergers & Acquisitions, Business Development, Risk Management, Investment Banking, Market Research, Economics
Education
University of California, San Diego 2009 — 2014
B.S. Management Science, Humanities & Accounting Minor
Bespoke Partners April 2014 - March 2015
KERBURN ROSE July 2012 - August 2012
Morgan Stanley Smith Barney August 2011 - December 2011
Skills
Financial Modeling, Capital IQ, Research, Mergers & Acquisitions, Business Development, Risk Management, Investment Banking, Market Research, Economics
Education
University of California, San Diego 2009 — 2014
B.S. Management Science, Humanities & Accounting Minor
Yishuai (Alvin) Xiong Yishuai (Alvin) Xiong's Kerburn Rose Experience June 2012 - July 2012
Job ERS Consultant at Deloitte
Industry Accounting
Experience
Deloitte August 2015 - Present
University of Denver July 2014 - June 2015
Leaving It Better, LLC April 2013 - December 2013
Kerburn Rose June 2012 - July 2012
Pfizer July 2010 - August 2010
Skills
Financial Modeling, Valuation, DCF, Financial Analysis, Microsoft Excel, Mandarin, Financial Statement..., Research, Data Analysis, Leadership, Microsoft Office, Market Research
Education
University of Denver - Daniels College of Business 2014 — 2015
Master’s Degree, Accounting
University of Denver - Daniels College of Business 2009 — 2013
Bachelor's Degree, Finance
Deloitte August 2015 - Present
University of Denver July 2014 - June 2015
Leaving It Better, LLC April 2013 - December 2013
Kerburn Rose June 2012 - July 2012
Pfizer July 2010 - August 2010
Skills
Financial Modeling, Valuation, DCF, Financial Analysis, Microsoft Excel, Mandarin, Financial Statement..., Research, Data Analysis, Leadership, Microsoft Office, Market Research
Education
University of Denver - Daniels College of Business 2014 — 2015
Master’s Degree, Accounting
University of Denver - Daniels College of Business 2009 — 2013
Bachelor's Degree, Finance
Ravi Jagabattuni Ravi Jagabattuni's Kerburn Rose Experience May 2014 - August 2014
Job Student at the University of Michigan
Industry Investment Banking
Experience
Maize and Blue Fund October 2015 - Present
Cappello Group, Inc. June 2015 - August 2015
Stifel Financial Corp. May 2015 - May 2015
RiverRock Capital January 2015 - May 2015
Kerburn Rose May 2014 - August 2014
Cholla Petroleum Inc. March 2014 - May 2014
Skills
Financial Modeling, Teamwork, Leadership, Microsoft Excel, PowerPoint, Networking, Social Networking, Finance, English, Microsoft Office, Public Speaking, Mergers & Acquisitions, Investment Banking, Financial Analysis, Microsoft Word, DCF, Data Analysis, Fundraising, Public Relations, Due Diligence, Valuation, Analysis, Statistics, Capital IQ, Comparable Analysis, M&A Advisory Services, Financial Projection
Education
University of Michigan 2015 — 2018
Bachelor’s Degree
The University of Texas at Dallas
Bachelor of Science (B.S.), Mathematics, Finance, GPA: 3.9
Maize and Blue Fund October 2015 - Present
Cappello Group, Inc. June 2015 - August 2015
Stifel Financial Corp. May 2015 - May 2015
RiverRock Capital January 2015 - May 2015
Kerburn Rose May 2014 - August 2014
Cholla Petroleum Inc. March 2014 - May 2014
Skills
Financial Modeling, Teamwork, Leadership, Microsoft Excel, PowerPoint, Networking, Social Networking, Finance, English, Microsoft Office, Public Speaking, Mergers & Acquisitions, Investment Banking, Financial Analysis, Microsoft Word, DCF, Data Analysis, Fundraising, Public Relations, Due Diligence, Valuation, Analysis, Statistics, Capital IQ, Comparable Analysis, M&A Advisory Services, Financial Projection
Education
University of Michigan 2015 — 2018
Bachelor’s Degree
The University of Texas at Dallas
Bachelor of Science (B.S.), Mathematics, Finance, GPA: 3.9
Steve Lowry's Kerburn Rose Experience 2011 - 2013
Job Investment Banking Associate Healthcare M&A at Jefferies
Industry Investment Banking
Experience
Jefferies September 2014 - Present
KeyBanc Capital Markets September 2013 - September 2014
Training The Street 2013 - 2013
Kerburn Rose 2011 - 2013
Delta Capital Partners 2010 - 2011
Illinois Institute of Technology 2009 - 2010
Jesup & Lamont 2006 - 2008
Lehman Brothers 2006 - 2006
Bayfront Medical Center 2000 - 2003
Skills
Financial Statement..., Investment Banking, Equity Valuation, Corporate Finance, Private Equity, Financial Modeling, M&A Modeling, Equities, Portfolio Management, Bloomberg, LBO, Capital Markets, Valuation, DCF, Financial Analysis, Investments, Fixed Income, Mergers & Acquisitions, Finance, Bloomberg Terminal, Derivatives
Education
Illinois Institute of Technology 2009 — 2010
Masters in Science of Finance, Financial Engineering, Financial Programming, Corporate Finance
University of Florida 2002 — 2006
BS, Finance
Shorecrest Prep School
Jefferies September 2014 - Present
KeyBanc Capital Markets September 2013 - September 2014
Training The Street 2013 - 2013
Kerburn Rose 2011 - 2013
Delta Capital Partners 2010 - 2011
Illinois Institute of Technology 2009 - 2010
Jesup & Lamont 2006 - 2008
Lehman Brothers 2006 - 2006
Bayfront Medical Center 2000 - 2003
Skills
Financial Statement..., Investment Banking, Equity Valuation, Corporate Finance, Private Equity, Financial Modeling, M&A Modeling, Equities, Portfolio Management, Bloomberg, LBO, Capital Markets, Valuation, DCF, Financial Analysis, Investments, Fixed Income, Mergers & Acquisitions, Finance, Bloomberg Terminal, Derivatives
Education
Illinois Institute of Technology 2009 — 2010
Masters in Science of Finance, Financial Engineering, Financial Programming, Corporate Finance
University of Florida 2002 — 2006
BS, Finance
Shorecrest Prep School
Jeremy de Koe Jeremy de Koe's Kerburn Rose Experience January 2014 - August 2015
Job Investment Banking Analyst at Teneo Capital
Industry Investment Banking
Experience
Teneo Capital August 2015 - Present
Kerburn Rose January 2014 - August 2015
CFA Institute June 2012 - June 2014
Elegant Flooring Ltd. September 2012 - December 2013
Elegant Flooring Ltd. June 2010 - August 2012
Kiesel Bauchemie January 2009 - February 2009
Skills
Investment Banking, Strategy, Analysis, Logistics, Financial Modeling, Financial Analysis, Management, Product Management, Investment Strategies, Market Analysis, Equity Valuation, Enterprise Valuation, Competitive Marketing..., DCF Valuation, Investment Valuation, Business Growth..., Public Speaking, Equality & Diversity, CFA Candidate, Mergers & Acquisitions, Sinatra, Investments, Corporate Finance, Microsoft Excel, Finance, Valuation
Education
CFA Institute 2012 — 2014
CFA Candidate - Passed all 3 CFA level exams
St. Francis Xavier University 2006 — 2010
Bachelor's Degree, First Class Honours in Finance, 3.8 / 4.0 GPA
Warsaw School of Economics 2009 — 2009
International Business Management
Teneo Capital August 2015 - Present
Kerburn Rose January 2014 - August 2015
CFA Institute June 2012 - June 2014
Elegant Flooring Ltd. September 2012 - December 2013
Elegant Flooring Ltd. June 2010 - August 2012
Kiesel Bauchemie January 2009 - February 2009
Skills
Investment Banking, Strategy, Analysis, Logistics, Financial Modeling, Financial Analysis, Management, Product Management, Investment Strategies, Market Analysis, Equity Valuation, Enterprise Valuation, Competitive Marketing..., DCF Valuation, Investment Valuation, Business Growth..., Public Speaking, Equality & Diversity, CFA Candidate, Mergers & Acquisitions, Sinatra, Investments, Corporate Finance, Microsoft Excel, Finance, Valuation
Education
CFA Institute 2012 — 2014
CFA Candidate - Passed all 3 CFA level exams
St. Francis Xavier University 2006 — 2010
Bachelor's Degree, First Class Honours in Finance, 3.8 / 4.0 GPA
Warsaw School of Economics 2009 — 2009
International Business Management
Vincent Ng Vincent Ng's Kerburn Rose Experience 2013 - 2013
Job Student Seeking Investment Analyst Opportunities
Industry Financial Services
Experience
Professor Frank Reilly June 2014 - Present
CNIB 2012 - 2014
Kerburn Rose 2013 - 2013
BD 2013 - 2013
Univar 2010 - 2012
State Street Alternative Investment Solutions 2008 - 2010
Skills
Financial Modeling, Financial Analysis, Finance, Investments, Accounting, Leadership, Financial Reporting, Credit, Microsoft Excel, Budgets, Forecasting, Banking, Account Reconciliation, Teamwork, Research, Strategic Financial..., Risk Management, Auditing, Access, Fund Accounting, Personal Training, Excel, Word, Microsoft Office
Education
University of Notre Dame 2014 — 2015
Master of Business Administration (MBA), Corporate Finance and Investments
Humber Institute of Technology & Advanced Learning 2004 — 2008
Diploma in Business Administration, Accounting
University of Guelph 2004 — 2008
Honours Degree in Business Administration, General
Professor Frank Reilly June 2014 - Present
CNIB 2012 - 2014
Kerburn Rose 2013 - 2013
BD 2013 - 2013
Univar 2010 - 2012
State Street Alternative Investment Solutions 2008 - 2010
Skills
Financial Modeling, Financial Analysis, Finance, Investments, Accounting, Leadership, Financial Reporting, Credit, Microsoft Excel, Budgets, Forecasting, Banking, Account Reconciliation, Teamwork, Research, Strategic Financial..., Risk Management, Auditing, Access, Fund Accounting, Personal Training, Excel, Word, Microsoft Office
Education
University of Notre Dame 2014 — 2015
Master of Business Administration (MBA), Corporate Finance and Investments
Humber Institute of Technology & Advanced Learning 2004 — 2008
Diploma in Business Administration, Accounting
University of Guelph 2004 — 2008
Honours Degree in Business Administration, General
Balaram Fedchenko Balaram Fedchenko's Kerburn Rose Experience July 2013 - August 2013
Job Junior Business Analyst at Morpho Detection, LLC
Industry Financial Services
Experience
Morpho Detection, LLC July 2015 - Present
Specialized Bicycle Components March 2015 - May 2015
US Capital Partners Inc. August 2014 - November 2014
Kerburn Rose July 2013 - August 2013
Calendar Holdings LLC October 2010 - January 2011
De Anza College 2010 - 2011
Calendar Holdings LLC October 2009 - January 2010
Skills
Finance, Microsoft Excel, Financial Analysis, Leadership, Accounting, Microsoft Office, Analysis, Commmunication Skills, Time Management, Forecasting, Teamwork, Market Research, Investment Banking, Sales, Business Analysis, SQL, Public Speaking, Management, Social Networking
Education
San Jose State University 2012 — 2014
Bachelor of Science (B.S.), Finance
De Anza College 2008 — 2011
Associate in Liberal Arts, Business Administration
Morpho Detection, LLC July 2015 - Present
Specialized Bicycle Components March 2015 - May 2015
US Capital Partners Inc. August 2014 - November 2014
Kerburn Rose July 2013 - August 2013
Calendar Holdings LLC October 2010 - January 2011
De Anza College 2010 - 2011
Calendar Holdings LLC October 2009 - January 2010
Skills
Finance, Microsoft Excel, Financial Analysis, Leadership, Accounting, Microsoft Office, Analysis, Commmunication Skills, Time Management, Forecasting, Teamwork, Market Research, Investment Banking, Sales, Business Analysis, SQL, Public Speaking, Management, Social Networking
Education
San Jose State University 2012 — 2014
Bachelor of Science (B.S.), Finance
De Anza College 2008 — 2011
Associate in Liberal Arts, Business Administration
Chloe (Jialong) Wu Chloe (Jialong) Wu's Kerburn Rose Experience June 2015 - Present
Job Corporate Finance Intern at Kerburn Rose
Industry Investment Banking
Experience
Kerburn Rose June 2015 - Present
Bnbsitter February 2015 - April 2015
JLL June 2014 - August 2014
Rohatyn Center for Global Affairs October 2013 - May 2014
Page One Literacy Project February 2013 - May 2014
International Mandarin Chinese Promotion Institute (IMCPI) June 2012 - August 2012
New Oriental Education & Technology Group (NYSE:EDU) March 2012 - May 2012
Skills
International Relations, Teaching, Mandarin, Research, Microsoft Office, Qualitative Research, Economics, Chinese, Public Speaking, Statistics, Intercultural..., Policy Analysis, Data Analysis, PowerPoint, Editing, Quantitative Analytics, Higher Education, Social Media, Stata, Event Planning, Microsoft Excel, Microsoft Word, Leadership, English, French, Financial Modeling
Education
Middlebury College 2013 — 2017
Bachelor of Arts (B.A.), International Politics and Economics, major GPA: 3.71. Dean’s List all semesters
Sciences Po 2014 — 2015
Exchange program, European studies, International Relations, Businesses and Social Dialogue, 3.81/4.00
Chengdu Foreign Languages School 2006 — 2012
High School Diploma, Liberal Arts and Sciences/Liberal Studies, Mathematics, Physics, Biology, GPA: 3.86; Top 10% of graduating class
NYSF
Kerburn Rose June 2015 - Present
Bnbsitter February 2015 - April 2015
JLL June 2014 - August 2014
Rohatyn Center for Global Affairs October 2013 - May 2014
Page One Literacy Project February 2013 - May 2014
International Mandarin Chinese Promotion Institute (IMCPI) June 2012 - August 2012
New Oriental Education & Technology Group (NYSE:EDU) March 2012 - May 2012
Skills
International Relations, Teaching, Mandarin, Research, Microsoft Office, Qualitative Research, Economics, Chinese, Public Speaking, Statistics, Intercultural..., Policy Analysis, Data Analysis, PowerPoint, Editing, Quantitative Analytics, Higher Education, Social Media, Stata, Event Planning, Microsoft Excel, Microsoft Word, Leadership, English, French, Financial Modeling
Education
Middlebury College 2013 — 2017
Bachelor of Arts (B.A.), International Politics and Economics, major GPA: 3.71. Dean’s List all semesters
Sciences Po 2014 — 2015
Exchange program, European studies, International Relations, Businesses and Social Dialogue, 3.81/4.00
Chengdu Foreign Languages School 2006 — 2012
High School Diploma, Liberal Arts and Sciences/Liberal Studies, Mathematics, Physics, Biology, GPA: 3.86; Top 10% of graduating class
NYSF
Oliver Sun Oliver Sun's Kerburn Rose Experience September 2014 - November 2014
Job Credit Trading Support Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Kerburn Rose September 2014 - November 2014
Sun Hung Kai Securities August 2013 - October 2013
E.ON, Prague, Czech Republic June 2011 - August 2011
Skills
Portfolio Management, Financial Reporting, Financial Accounting, Accounting, Strategy, Warrants, Financial Modeling, Bloomberg Terminal, Banking, Analysis, Equities, Finance, Fixed Income
Education
Lehigh University 2010 — 2014
Bachelor of Science (BS), Finance
John P Stevens High School 2009 — 2010
Columbia University in the City of New York
Merrill Lynch July 2015 - Present
Kerburn Rose September 2014 - November 2014
Sun Hung Kai Securities August 2013 - October 2013
E.ON, Prague, Czech Republic June 2011 - August 2011
Skills
Portfolio Management, Financial Reporting, Financial Accounting, Accounting, Strategy, Warrants, Financial Modeling, Bloomberg Terminal, Banking, Analysis, Equities, Finance, Fixed Income
Education
Lehigh University 2010 — 2014
Bachelor of Science (BS), Finance
John P Stevens High School 2009 — 2010
Columbia University in the City of New York
Marc-Antoine Le Denn's Kerburn Rose Experience September 2013 - December 2013
Job Investment representative
Industry Financial Services
Experience
BMO Nesbitt Burns August 2012 - Present
Kerburn Rose September 2013 - December 2013
Qualite Etudiants January 2011 - November 2011
Skills
Financial Modeling, M&A experience, Investment Banking, Microsoft Excel, Capital Markets, Capital Raising, Equities, Brokerage, Mergers & Acquisitions, Fixed Income, French, PowerPoint, Bloomberg, Investments
Education
Concordia University 2011 — 2013
Bachelor's degree, Finance major (John Molson School of Business)
Marianopolis College 2008 — 2010
Diploma in commerce
BMO Nesbitt Burns August 2012 - Present
Kerburn Rose September 2013 - December 2013
Qualite Etudiants January 2011 - November 2011
Skills
Financial Modeling, M&A experience, Investment Banking, Microsoft Excel, Capital Markets, Capital Raising, Equities, Brokerage, Mergers & Acquisitions, Fixed Income, French, PowerPoint, Bloomberg, Investments
Education
Concordia University 2011 — 2013
Bachelor's degree, Finance major (John Molson School of Business)
Marianopolis College 2008 — 2010
Diploma in commerce
Lee Pierce Lee Pierce's Kerburn Rose Experience September 2012 - November 2012
Job Analyst
Industry Investment Banking
Experience
Haitong Securities November 2012 - January 2013
Kerburn Rose September 2012 - November 2012
Northwestern Mutual June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Morningstar, Valuation, Financial Analysis, Mergers & Acquisitions, Bloomberg, Capital Structure, LBO, Equity Research, Financial Modeling, Analysis, DCF, Sensitivity Analysis, Economics, Capital IQ
Education
Savannah State University 2008 — 2013
Investment Banking Institute
Haitong Securities November 2012 - January 2013
Kerburn Rose September 2012 - November 2012
Northwestern Mutual June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Morningstar, Valuation, Financial Analysis, Mergers & Acquisitions, Bloomberg, Capital Structure, LBO, Equity Research, Financial Modeling, Analysis, DCF, Sensitivity Analysis, Economics, Capital IQ
Education
Savannah State University 2008 — 2013
Investment Banking Institute
Anna Di Anna Di's Kerburn Rose Experience July 2012 - October 2012
Job Credit Analyst at JP Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
Moody's Analytics (Moody's KMV) June 2014 - September 2014
Columbia University in the City of New York January 2014 - May 2014
Hillhouse Capital (高瓴资本) February 2013 - August 2013
Munich Re November 2012 - January 2013
UBS Investment Bank October 2012 - November 2012
Kerburn Rose July 2012 - October 2012
China Huarong Asset Management Company, International trust Co., LTD February 2012 - May 2012
PwC July 2011 - September 2011
Skills
C++, VBA, Finance, Valuation, Investment Banking, Financial Modeling, Matlab, Bloomberg, Financial Analysis, Risk Management, Microsoft Office, Equity Research, Mergers & Acquisitions, Investments, Stata, Economics, Data Analysis, Analysis, Corporate Finance, Microsoft Excel, Mandarin, PowerPoint, R
Education
Columbia University in the City of New York 2013 — 2014
Master's degree, Operations Research Concentrated on Financial Engineering
Renmin University of China 2009 — 2013
Bachelor of Economics, Finance and Financial Management Services, 88/100
J.P. Morgan January 2015 - Present
Moody's Analytics (Moody's KMV) June 2014 - September 2014
Columbia University in the City of New York January 2014 - May 2014
Hillhouse Capital (高瓴资本) February 2013 - August 2013
Munich Re November 2012 - January 2013
UBS Investment Bank October 2012 - November 2012
Kerburn Rose July 2012 - October 2012
China Huarong Asset Management Company, International trust Co., LTD February 2012 - May 2012
PwC July 2011 - September 2011
Skills
C++, VBA, Finance, Valuation, Investment Banking, Financial Modeling, Matlab, Bloomberg, Financial Analysis, Risk Management, Microsoft Office, Equity Research, Mergers & Acquisitions, Investments, Stata, Economics, Data Analysis, Analysis, Corporate Finance, Microsoft Excel, Mandarin, PowerPoint, R
Education
Columbia University in the City of New York 2013 — 2014
Master's degree, Operations Research Concentrated on Financial Engineering
Renmin University of China 2009 — 2013
Bachelor of Economics, Finance and Financial Management Services, 88/100
Arjunan Arasaratnam Arjunan Arasaratnam's Kerburn Rose Experience June 2012 - September 2012
Job CFA Level III Candidate | Queen's MFin | 4+ Years in Commercial & Investment Banking | Financial Modelling & Valuation
Industry Investment Banking
Experience
BMO Financial Group December 2013 - Present
BMO Financial Group December 2012 - November 2013
Kerburn Rose June 2012 - September 2012
CIBC October 2011 - May 2012
Trecata Corporation May 2009 - December 2010
RBC January 2007 - July 2007
Skills
Financial Modeling, Valuation, Microsoft Excel, Financial Analysis, Investment Banking, Research, Microsoft Office, PowerPoint, Finance, Access, Accounting, Corporate Finance, Leadership, Business Strategy, Mergers, Financial Accounting, Economics, Analysis, Team Leadership, Mergers & Acquisitions, Banking
Education
Queen's University 2014 — 2015
Master of Finance
CFA Institute
2015 Level III Candidate in the CFA Program
Ryerson University 2007 — 2011
Ted Rogers School of Management - Bachelor of Commerce, Major: Finance
Senator O'Connor College School 2000 — 2004
Ontario Secondary School Diploma
BMO Financial Group December 2013 - Present
BMO Financial Group December 2012 - November 2013
Kerburn Rose June 2012 - September 2012
CIBC October 2011 - May 2012
Trecata Corporation May 2009 - December 2010
RBC January 2007 - July 2007
Skills
Financial Modeling, Valuation, Microsoft Excel, Financial Analysis, Investment Banking, Research, Microsoft Office, PowerPoint, Finance, Access, Accounting, Corporate Finance, Leadership, Business Strategy, Mergers, Financial Accounting, Economics, Analysis, Team Leadership, Mergers & Acquisitions, Banking
Education
Queen's University 2014 — 2015
Master of Finance
CFA Institute
2015 Level III Candidate in the CFA Program
Ryerson University 2007 — 2011
Ted Rogers School of Management - Bachelor of Commerce, Major: Finance
Senator O'Connor College School 2000 — 2004
Ontario Secondary School Diploma
George Michael Raad George Michael Raad's Kerburn Rose Experience June 2015 - August 2015
Job Investment Banking Summer Analyst
Industry Investment Management
Experience
Kerburn Rose June 2015 - August 2015
Dartmouth College Investment Office July 2013 - March 2015
Skills
Microsoft Excel, Analysis, Financial Modeling, Economics, Valuation, PowerPoint, Corporate Finance
Education
MIT Sloan School of Management 2012 — 2013
Master of Finance
Worcester Polytechnic Institute 2009 — 2012
B.S., Industrial Engineering and Mathematical Sciences
Kerburn Rose June 2015 - August 2015
Dartmouth College Investment Office July 2013 - March 2015
Skills
Microsoft Excel, Analysis, Financial Modeling, Economics, Valuation, PowerPoint, Corporate Finance
Education
MIT Sloan School of Management 2012 — 2013
Master of Finance
Worcester Polytechnic Institute 2009 — 2012
B.S., Industrial Engineering and Mathematical Sciences
David Mofford's Kerburn Rose Experience September 2012 - November 2012
Job UBS Equity Derivatives
Industry Financial Services
Experience
UBS Investment Bank February 2015 - Present
UBS Investment Bank April 2013 - February 2015
Kerburn Rose September 2012 - November 2012
Atkins Investment Group August 2011 - May 2012
JonesTrading September 2010 - June 2011
Lloyds Banking Group June 2010 - August 2010
Lloyds TSB Corporate Markets June 2008 - August 2008
Saatchi and Saatchi May 2008 - May 2008
NexGen Financial June 2007 - August 2007
Skills
Bloomberg Terminal, Excel, PowerPoint, Microsoft Word, Bloomberg, Valuation, Financial Modeling, Investments, Financial Analysis, Microsoft Office, Derivatives, Financial Statement..., Management, Equities, Equity Research, Hedge Funds
Education
University of New Hampshire 2008 — 2012
Bachelor of Science, Finance
UBS Investment Bank February 2015 - Present
UBS Investment Bank April 2013 - February 2015
Kerburn Rose September 2012 - November 2012
Atkins Investment Group August 2011 - May 2012
JonesTrading September 2010 - June 2011
Lloyds Banking Group June 2010 - August 2010
Lloyds TSB Corporate Markets June 2008 - August 2008
Saatchi and Saatchi May 2008 - May 2008
NexGen Financial June 2007 - August 2007
Skills
Bloomberg Terminal, Excel, PowerPoint, Microsoft Word, Bloomberg, Valuation, Financial Modeling, Investments, Financial Analysis, Microsoft Office, Derivatives, Financial Statement..., Management, Equities, Equity Research, Hedge Funds
Education
University of New Hampshire 2008 — 2012
Bachelor of Science, Finance
Yan Zhang Yan Zhang's Kerburn Rose Experience June 2012 - August 2012
Job Financial Analyst at RBC Capital Markets
Industry International Affairs
Experience
RBC Capital Markets September 2013 - Present
GuardHill Financial Corp. May 2013 - August 2013
HSBC Global Asset Management January 2013 - May 2013
Kerburn Rose June 2012 - August 2012
HSBC June 2011 - August 2011
Ethnic Communities' Council of New South Wales May 2010 - August 2010
Phoenix Satellite Television July 2008 - August 2008
Skills
Microsoft Excel, Stata, SPSS, Final Cut Pro, Financial Modeling, Accounting, Financial Analysis, Economic Research, Policy Analysis, Quantative Analysis, Valuation, Equity Research, Mandarin, German, Real Estate Investment
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of International Affairs, International Finance and Economic Policy
RBC Capital Markets September 2013 - Present
GuardHill Financial Corp. May 2013 - August 2013
HSBC Global Asset Management January 2013 - May 2013
Kerburn Rose June 2012 - August 2012
HSBC June 2011 - August 2011
Ethnic Communities' Council of New South Wales May 2010 - August 2010
Phoenix Satellite Television July 2008 - August 2008
Skills
Microsoft Excel, Stata, SPSS, Final Cut Pro, Financial Modeling, Accounting, Financial Analysis, Economic Research, Policy Analysis, Quantative Analysis, Valuation, Equity Research, Mandarin, German, Real Estate Investment
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of International Affairs, International Finance and Economic Policy
Geetha Selva Raj Geetha Selva Raj's Kerburn Rose Experience September 2013 - Present
Job Analyst at Kerburn Rose
Industry Investment Banking
Experience
Kerburn Rose September 2013 - Present
Audit Alliance LLP June 2013 - August 2013
Mind Matters August 2012 - August 2013
SIM Economics Society August 2012 - May 2013
SBF Group June 2012 - August 2012
Dirad Group May 2010 - September 2010
Changi Airport Group (Singapore) Pte Ltd May 2008 - August 2008
Skills
English, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Finance, Corporate Finance, Data Analysis, Bloomberg Terminal, Sales, Marketing, Financial Analysis, Teaching, Customer Service, Event Management, Mandarin, Statistics, Due Diligence, Mergers & Acquisitions, Public Speaking, Drama, Taekwondo, Swimming, Scuba Diving, Economics, Investment Banking, Financial Modeling, Valuation, Tamil, Telemarketing, Direct Sales, Accounting, Team Leadership
Education
University of London 2009 — 2013
Bachelor of Science(Hons), Mathematics and Economics
Jurong Junior College 2007 — 2008
A'levels, science
Yishun Town Secondary School 2002 — 2006
GCE Ordinary Level
Kerburn Rose September 2013 - Present
Audit Alliance LLP June 2013 - August 2013
Mind Matters August 2012 - August 2013
SIM Economics Society August 2012 - May 2013
SBF Group June 2012 - August 2012
Dirad Group May 2010 - September 2010
Changi Airport Group (Singapore) Pte Ltd May 2008 - August 2008
Skills
English, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Finance, Corporate Finance, Data Analysis, Bloomberg Terminal, Sales, Marketing, Financial Analysis, Teaching, Customer Service, Event Management, Mandarin, Statistics, Due Diligence, Mergers & Acquisitions, Public Speaking, Drama, Taekwondo, Swimming, Scuba Diving, Economics, Investment Banking, Financial Modeling, Valuation, Tamil, Telemarketing, Direct Sales, Accounting, Team Leadership
Education
University of London 2009 — 2013
Bachelor of Science(Hons), Mathematics and Economics
Jurong Junior College 2007 — 2008
A'levels, science
Yishun Town Secondary School 2002 — 2006
GCE Ordinary Level
Roberto Vernaschi Roberto Vernaschi's Kerburn Rose Experience January 2014 - May 2014
Job Installation Services Supervisor at Orangebox
Industry Investment Management
Experience
Orangebox September 2015 - Present
Maxim Group September 2014 - August 2015
Nova Capital Global Markets May 2014 - August 2014
Kerburn Rose January 2014 - May 2014
Education
University of Delaware 2009 — 2013
Bachelor's Degree, Economics
New York School of Finance
Financial Modeling and Valuation
Orangebox September 2015 - Present
Maxim Group September 2014 - August 2015
Nova Capital Global Markets May 2014 - August 2014
Kerburn Rose January 2014 - May 2014
Education
University of Delaware 2009 — 2013
Bachelor's Degree, Economics
New York School of Finance
Financial Modeling and Valuation
Duc Le's Kerburn Rose Experience September 2012 - November 2012
Job Investment Banking Professional
Industry Financial Services
Experience
The Presidio Group LLC October 2014 - July 2015
Shasta Partners June 2013 - October 2014
Kerburn Rose September 2012 - November 2012
Woori Investment & Securities May 2011 - August 2011
ANZ June 2010 - August 2010
Brandeis University, Department of Chemistry October 2009 - May 2010
Skills
Teamwork, Corporate Communications, Stata, Bloomberg, Financial Modeling, Quantitative Analytics, Economics, Valuation, Corporate Finance, Investment Banking, Equity Research, Financial Analysis, Bloomberg Terminal, Investments, Econometrics
Education
Brandeis University International Business School 2013 — 2014
Master of Arts (MA), Finance
Brandeis University 2008 — 2012
BA, Economics, Business
The Presidio Group LLC October 2014 - July 2015
Shasta Partners June 2013 - October 2014
Kerburn Rose September 2012 - November 2012
Woori Investment & Securities May 2011 - August 2011
ANZ June 2010 - August 2010
Brandeis University, Department of Chemistry October 2009 - May 2010
Skills
Teamwork, Corporate Communications, Stata, Bloomberg, Financial Modeling, Quantitative Analytics, Economics, Valuation, Corporate Finance, Investment Banking, Equity Research, Financial Analysis, Bloomberg Terminal, Investments, Econometrics
Education
Brandeis University International Business School 2013 — 2014
Master of Arts (MA), Finance
Brandeis University 2008 — 2012
BA, Economics, Business
Prab Sangha's Kerburn Rose Experience January 2013 - April 2013
Job Business Development Specialist at Raymond James Ltd.
Industry Investment Management
Experience
Raymond James Ltd. July 2014 - Present
Raymond James Ltd. May 2013 - July 2014
Kerburn Rose January 2013 - April 2013
Coast Capital Savings July 2008 - January 2013
Coast Capital Savings July 2007 - July 2008
Canada Revenue Agency February 2008 - May 2008
Skills
Investment Banking, Corporate Finance, Financial Analysis, Financial Modeling, Financial Services, Teamwork, Due Diligence, Excel, M&A Modeling, Portfolio Management, Data Analysis, Personal Finance, Investments, Equity Research, Financial Statement..., Mergers & Acquisitions, Valuation, Finance, Microsoft Excel
Education
The University of British Columbia 2008 — 2013
Sauder School of Business BCom, Finance
Stockholm School of Economics 2011 — 2011
International Study Abroad Program
Enver Creek
Raymond James Ltd. July 2014 - Present
Raymond James Ltd. May 2013 - July 2014
Kerburn Rose January 2013 - April 2013
Coast Capital Savings July 2008 - January 2013
Coast Capital Savings July 2007 - July 2008
Canada Revenue Agency February 2008 - May 2008
Skills
Investment Banking, Corporate Finance, Financial Analysis, Financial Modeling, Financial Services, Teamwork, Due Diligence, Excel, M&A Modeling, Portfolio Management, Data Analysis, Personal Finance, Investments, Equity Research, Financial Statement..., Mergers & Acquisitions, Valuation, Finance, Microsoft Excel
Education
The University of British Columbia 2008 — 2013
Sauder School of Business BCom, Finance
Stockholm School of Economics 2011 — 2011
International Study Abroad Program
Enver Creek
Fan Wu's Kerburn Rose Experience June 2014 - August 2014
Job KYC/AML specialist at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. April 2015 - Present
Kerburn Rose June 2014 - August 2014
Interactive Data December 2013 - June 2014
Burkenroad Reports August 2012 - November 2012
China international futures co. Ltd July 2011 - October 2011
Skills
MS Excel Pivot Tables, Microsoft Excel, Financial Analysis, Financial Modeling, Bloomberg Terminal, SQL, Data Management, Finance, Research, Financial Risk..., Eviews, SPSS, Equities, Microsoft Office, PowerPoint, Microsoft Word, Crystal Ball, X-Trader, Reuters, Thomson One Banker, Data Analysis
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master's degree in Finance, Energy Specialization
Minzu University of China (Central University for Nationalities) 2008 — 2012
Bachelor of Arts (B.A.) in Finance, Accounting Specialization
JPMorgan Chase & Co. April 2015 - Present
Kerburn Rose June 2014 - August 2014
Interactive Data December 2013 - June 2014
Burkenroad Reports August 2012 - November 2012
China international futures co. Ltd July 2011 - October 2011
Skills
MS Excel Pivot Tables, Microsoft Excel, Financial Analysis, Financial Modeling, Bloomberg Terminal, SQL, Data Management, Finance, Research, Financial Risk..., Eviews, SPSS, Equities, Microsoft Office, PowerPoint, Microsoft Word, Crystal Ball, X-Trader, Reuters, Thomson One Banker, Data Analysis
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master's degree in Finance, Energy Specialization
Minzu University of China (Central University for Nationalities) 2008 — 2012
Bachelor of Arts (B.A.) in Finance, Accounting Specialization
Abdullah Abdulkareem Abdullah Abdulkareem's Kerburn Rose Experience June 2014 - July 2014
Job Investment Banking Summer Analyst at Signal Hill Capital Group
Industry Investment Banking
Experience
Lemma Senbet Fund May 2015 - Present
Signal Hill Capital June 2015 - August 2015
Swicorp December 2014 - January 2015
Kerburn Rose June 2014 - July 2014
UMD Bitcoin September 2013 - March 2014
Fairfax County Public Schools September 2012 - September 2013
Skills
Microsoft Office, Time Management, Leadership, Microsoft Excel, Communication, Public Speaking, PowerPoint, Research, Teamwork, Management, Project Planning, Team Leadership, Financial Analysis, Financial & Operational..., Microsoft Word, Financial Modeling, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2016
Bachelor's Degree, Finance, General, Major GPA: 3.96
University of Maryland College Park 2012 — 2016
Bachelor's Degree, Economics, Cumulative GPA: 3.86/4
McLean High School 2010 — 2012
Lemma Senbet Fund May 2015 - Present
Signal Hill Capital June 2015 - August 2015
Swicorp December 2014 - January 2015
Kerburn Rose June 2014 - July 2014
UMD Bitcoin September 2013 - March 2014
Fairfax County Public Schools September 2012 - September 2013
Skills
Microsoft Office, Time Management, Leadership, Microsoft Excel, Communication, Public Speaking, PowerPoint, Research, Teamwork, Management, Project Planning, Team Leadership, Financial Analysis, Financial & Operational..., Microsoft Word, Financial Modeling, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2016
Bachelor's Degree, Finance, General, Major GPA: 3.96
University of Maryland College Park 2012 — 2016
Bachelor's Degree, Economics, Cumulative GPA: 3.86/4
McLean High School 2010 — 2012
Arnold Chu Arnold Chu's Kerburn Rose Experience June 2014 - July 2014
Job Student at University of Virginia
Industry Financial Services
Experience
AGC Partners June 2015 - July 2015
WCM Investment Management February 2015 - May 2015
Kerburn Rose June 2014 - July 2014
Philadelphia Insurance Companies April 2013 - July 2013
Skills
Microsoft Excel, Competitive Analysis, Financial Modeling, Economics, Leadership, Insurance, Market Research, DCF Valuation, Due Diligence, Comps, Portfolio Management, Microsoft Word, PowerPoint
Education
University of Virginia - McIntire School of Commerce 2015 — 2016
Master of Science (M.S.) in Commerce, Finance
University of California, Irvine 2011 — 2015
Bachelor of Arts (B.A.), Economics
AGC Partners June 2015 - July 2015
WCM Investment Management February 2015 - May 2015
Kerburn Rose June 2014 - July 2014
Philadelphia Insurance Companies April 2013 - July 2013
Skills
Microsoft Excel, Competitive Analysis, Financial Modeling, Economics, Leadership, Insurance, Market Research, DCF Valuation, Due Diligence, Comps, Portfolio Management, Microsoft Word, PowerPoint
Education
University of Virginia - McIntire School of Commerce 2015 — 2016
Master of Science (M.S.) in Commerce, Finance
University of California, Irvine 2011 — 2015
Bachelor of Arts (B.A.), Economics
Emilia Atanassova Emilia Atanassova's Kerburn Rose Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Kerburn Rose
Industry Financial Services
Experience
Dickinson College October 2014 - Present
Dickinson College September 2012 - Present
Kerburn Rose June 2015 - August 2015
Hey Gorgeous / Madison Plus Select January 2015 - May 2015
Oppenheimer & Co. May 2014 - July 2014
Bullbrokers June 2013 - July 2013
Skills
Microsoft Office, Data Analysis, Company Valuation, Microsoft Excel, PowerPoint, Research, Finance, SPSS, Social Media, Spanish, Economics, Leadership, Teamwork, Investments, Financial Analysis, Valuation
Education
Dickinson College 2012 — 2016
Bachelor's Degree, International Business and Management
Baruch College, City University of New York (CUNY) 2015 — 2015
Bachelor's Degree
Wall Street Prep 2015 — 2015
American College of Sofia 2008 — 2012
High School
Dickinson College October 2014 - Present
Dickinson College September 2012 - Present
Kerburn Rose June 2015 - August 2015
Hey Gorgeous / Madison Plus Select January 2015 - May 2015
Oppenheimer & Co. May 2014 - July 2014
Bullbrokers June 2013 - July 2013
Skills
Microsoft Office, Data Analysis, Company Valuation, Microsoft Excel, PowerPoint, Research, Finance, SPSS, Social Media, Spanish, Economics, Leadership, Teamwork, Investments, Financial Analysis, Valuation
Education
Dickinson College 2012 — 2016
Bachelor's Degree, International Business and Management
Baruch College, City University of New York (CUNY) 2015 — 2015
Bachelor's Degree
Wall Street Prep 2015 — 2015
American College of Sofia 2008 — 2012
High School
Abdullah Kuwari's Kerburn Rose Experience June 2014 - August 2014
Job MBA I Seeking Full Time Opportunities
Industry Investment Banking
Experience
Kerburn Rose June 2014 - August 2014
Valeo Engine and Electrical Systems July 2011 - July 2013
Valeo July 2010 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Engineering, Analysis, Project Management, Management, Strategy, Business Development
Education
Thunderbird School of Global Management 2013 — 2015
Master of Business Administration (MBA), International Finance
College of Engineering Pune 2006 — 2010
Bachelor of Technology (B.Tech.), Electrical Engineering, 3.8
Our Own English High school sharjah 1994 — 2005
High School
Kerburn Rose June 2014 - August 2014
Valeo Engine and Electrical Systems July 2011 - July 2013
Valeo July 2010 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Engineering, Analysis, Project Management, Management, Strategy, Business Development
Education
Thunderbird School of Global Management 2013 — 2015
Master of Business Administration (MBA), International Finance
College of Engineering Pune 2006 — 2010
Bachelor of Technology (B.Tech.), Electrical Engineering, 3.8
Our Own English High school sharjah 1994 — 2005
High School
Jihao Jiang's Kerburn Rose Experience June 2015 - July 2015
Job Sales & Trading at CITIC Securities International
Industry Financial Services
Experience
CITIC Securities International July 2015 - August 2015
Kerburn Rose June 2015 - July 2015
Carolina Capital Markets-CCM 2013 - 2013
Skills
Bloomberg, IBM DB2, SPSS, Microsoft Office, Access, Python
Education
Fordham Gabelli School of Business 2014 — 2015
Master’s Degree, Business Analytics, Finance, 3.813
York University 2010 — 2014
CITIC Securities International July 2015 - August 2015
Kerburn Rose June 2015 - July 2015
Carolina Capital Markets-CCM 2013 - 2013
Skills
Bloomberg, IBM DB2, SPSS, Microsoft Office, Access, Python
Education
Fordham Gabelli School of Business 2014 — 2015
Master’s Degree, Business Analytics, Finance, 3.813
York University 2010 — 2014
Abhinav Chauhan's Kerburn Rose Experience June 2015 - Present
Job Investment Banking Summer Analyst at Kerburn Rose
Industry Investment Banking
Experience
Kerburn Rose June 2015 - Present
Graymont Capital May 2014 - December 2014
Scotiabank June 2013 - January 2014
Skills
Leadership, Economics, Teamwork, Strategic Planning, Research, Microsoft Office, Econometrics, Microsoft Excel, Data Analysis, Financial Modeling, Financial Reporting, Stata, Analytic Thinking, Financial Analysis, Banking, Investment Banking, Mergers & Acquisitions, Valuation, Equities, Portfolio Management, Corporate Finance, Fixed Income, Equity Research Analysis, Quantitative Models, Mentoring, Project Planning, Financial Statements, Financial Projection, Credit Analysis, LBO
Education
The University of British Columbia / UBC 2010 — 2015
Bachelor of Arts (B.A.), Economics and International Relations (Double Major), 3.74/4.00 GPA; 4th year GPA: 3.85/4.00, 3rd year GPA: 3.72/4.00
Ruamrudee International School 2000 — 2010
International Baccalaureate Diploma
Kerburn Rose June 2015 - Present
Graymont Capital May 2014 - December 2014
Scotiabank June 2013 - January 2014
Skills
Leadership, Economics, Teamwork, Strategic Planning, Research, Microsoft Office, Econometrics, Microsoft Excel, Data Analysis, Financial Modeling, Financial Reporting, Stata, Analytic Thinking, Financial Analysis, Banking, Investment Banking, Mergers & Acquisitions, Valuation, Equities, Portfolio Management, Corporate Finance, Fixed Income, Equity Research Analysis, Quantitative Models, Mentoring, Project Planning, Financial Statements, Financial Projection, Credit Analysis, LBO
Education
The University of British Columbia / UBC 2010 — 2015
Bachelor of Arts (B.A.), Economics and International Relations (Double Major), 3.74/4.00 GPA; 4th year GPA: 3.85/4.00, 3rd year GPA: 3.72/4.00
Ruamrudee International School 2000 — 2010
International Baccalaureate Diploma
Ajmal (AJ) Hachim's Kerburn Rose Experience August 2015 - Present
Job Investment Banking Analyst at Kerburn Rose
Industry Investment Banking
Experience
Kerburn Rose August 2015 - Present
Accenture March 2014 - August 2015
SunTrust Bank March 2011 - February 2014
Virtual Networks Communications (SerenityFM™) September 2009 - April 2012
Education
George Mason University 2010 — 2013
Bachelors of Science, Finance
Kerburn Rose August 2015 - Present
Accenture March 2014 - August 2015
SunTrust Bank March 2011 - February 2014
Virtual Networks Communications (SerenityFM™) September 2009 - April 2012
Education
George Mason University 2010 — 2013
Bachelors of Science, Finance
Christopher Morse's Kerburn Rose Experience June 2013 - August 2013
Job Merchant Banking Analyst at Piper Jaffray
Industry Venture Capital & Private Equity
Experience
Piper Jaffray June 2015 - Present
Fidelity Investments May 2014 - August 2014
Kerburn Rose June 2013 - August 2013
Skills
Banking, Retail Banking, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Outlook, PowerPoint, Analysis, Financial Modeling, M&A analysis, Leveraged Finance, DCF, LBO, Mergers & Acquisitions, Public Speaking
Education
University of North Carolina at Wilmington 2011 — 2015
Undergraduate, Finance (B.S.) & Economics (B.S.), GPA Major/Overall: 3.70/3.42
Piper Jaffray June 2015 - Present
Fidelity Investments May 2014 - August 2014
Kerburn Rose June 2013 - August 2013
Skills
Banking, Retail Banking, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Outlook, PowerPoint, Analysis, Financial Modeling, M&A analysis, Leveraged Finance, DCF, LBO, Mergers & Acquisitions, Public Speaking
Education
University of North Carolina at Wilmington 2011 — 2015
Undergraduate, Finance (B.S.) & Economics (B.S.), GPA Major/Overall: 3.70/3.42
Kenneth Zhong Kenneth Zhong's Kerburn Rose Experience September 2012 - November 2012
Job Freelance Artist
Industry Computer Games
Experience
Kerburn Rose September 2012 - November 2012
Blue Isle Studios July 2011 - May 2012
Critical Level Capital Management June 2011 - August 2011
Skills
Investment Banking, Financial Modeling, 3D Modeling, Photoshop, Texture Art, Line Art, Conceptual Art
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Arts (BA), Economics
Kerburn Rose September 2012 - November 2012
Blue Isle Studios July 2011 - May 2012
Critical Level Capital Management June 2011 - August 2011
Skills
Investment Banking, Financial Modeling, 3D Modeling, Photoshop, Texture Art, Line Art, Conceptual Art
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Arts (BA), Economics
Timothy Lu's Kerburn Rose Experience June 2012 - August 2012
Job Underwriter at ACE Group
Industry Financial Services
Experience
ACE Group June 2013 - Present
Krossover Intelligence January 2013 - May 2013
Kerburn Rose June 2012 - August 2012
Compass Offices November 2011 - December 2011
Voltage Pictures July 2010 - August 2010
Skills
English, Mandarin, Spanish, Microsoft Excel, PowerPoint, Microsoft Word, Minitab, Due Diligence, DCF Valuation, Financial Modeling, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science, Finance, Accounting
City University of Hong Kong 2011 — 2011
BS
ACE Group June 2013 - Present
Krossover Intelligence January 2013 - May 2013
Kerburn Rose June 2012 - August 2012
Compass Offices November 2011 - December 2011
Voltage Pictures July 2010 - August 2010
Skills
English, Mandarin, Spanish, Microsoft Excel, PowerPoint, Microsoft Word, Minitab, Due Diligence, DCF Valuation, Financial Modeling, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science, Finance, Accounting
City University of Hong Kong 2011 — 2011
BS
Axel Calmet's Kerburn Rose Experience June 2012 - August 2012
Job Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch October 2014 - Present
CIFC Asset Management January 2014 - October 2014
CIFC Asset Management June 2013 - August 2013
Kerburn Rose June 2012 - August 2012
ACCION USA September 2010 - January 2011
Asesorandes July 2010 - August 2010
Skills
Leadership, Financial Modeling, Microsoft Excel, PowerPoint, Investments, Financial Analysis, Investment Banking, Spanish, Credit, French, English Literature, Photoshop, Project Management, Marketing, Graphic Design, Python, Customer Service, Bloomberg Terminal, Multi Tasking, Portuguese, CLO, Sales, Wealth Management, Asset Management, Microsoft Word
Education
Lafayette College 2009 — 2013
Bachelor of Arts (BA), Economics & English
New York School of Finance 2012 — 2012
Summer Advantage Program, Financial Modeling & Valuation
City University of New York-Hunter College 2010 — 2010
Merrill Lynch October 2014 - Present
CIFC Asset Management January 2014 - October 2014
CIFC Asset Management June 2013 - August 2013
Kerburn Rose June 2012 - August 2012
ACCION USA September 2010 - January 2011
Asesorandes July 2010 - August 2010
Skills
Leadership, Financial Modeling, Microsoft Excel, PowerPoint, Investments, Financial Analysis, Investment Banking, Spanish, Credit, French, English Literature, Photoshop, Project Management, Marketing, Graphic Design, Python, Customer Service, Bloomberg Terminal, Multi Tasking, Portuguese, CLO, Sales, Wealth Management, Asset Management, Microsoft Word
Education
Lafayette College 2009 — 2013
Bachelor of Arts (BA), Economics & English
New York School of Finance 2012 — 2012
Summer Advantage Program, Financial Modeling & Valuation
City University of New York-Hunter College 2010 — 2010
Jenny Wu's Kerburn Rose Experience 2012 - 2012
Job Graduate Student at Northeastern University
Industry Computer Software
Experience
Kerburn Rose 2012 - 2012
UBS 2010 - 2011
Goldman Sachs June 2010 - August 2010
Goldman Sachs February 2010 - May 2010
Baruch College February 2009 - October 2009
University at Buffalo November 2008 - January 2009
University at Buffalo 2008 - 2008
Industrial and Commercial Bank of China 2008 - 2008
Skills
Python, C, Web Development, Valuation, Private Equity, Bloomberg, Investment Banking, Financial Modeling, Microsoft Excel, PowerPoint, Corporate Finance, Derivatives, Bloomberg Terminal, Cash Flow Forecasting, Microsoft Word, DCF Valuation, Entrepreneurship, Mandarin, Financial Services, Financial Forecasting, VBA, Hedge Funds, Chinese, LBO
Education
Northeastern University 2015 — 2017
Master’s Degree, Computer Science
Baruch College - Zicklin School of Business 2013 — 2014
Master's degree, Accounting
Baruch College - Zicklin School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Major: Accounting; Minor: Economics, Computer Applications in Business
University at Buffalo 2008 — 2008
Accounting
Kerburn Rose 2012 - 2012
UBS 2010 - 2011
Goldman Sachs June 2010 - August 2010
Goldman Sachs February 2010 - May 2010
Baruch College February 2009 - October 2009
University at Buffalo November 2008 - January 2009
University at Buffalo 2008 - 2008
Industrial and Commercial Bank of China 2008 - 2008
Skills
Python, C, Web Development, Valuation, Private Equity, Bloomberg, Investment Banking, Financial Modeling, Microsoft Excel, PowerPoint, Corporate Finance, Derivatives, Bloomberg Terminal, Cash Flow Forecasting, Microsoft Word, DCF Valuation, Entrepreneurship, Mandarin, Financial Services, Financial Forecasting, VBA, Hedge Funds, Chinese, LBO
Education
Northeastern University 2015 — 2017
Master’s Degree, Computer Science
Baruch College - Zicklin School of Business 2013 — 2014
Master's degree, Accounting
Baruch College - Zicklin School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Major: Accounting; Minor: Economics, Computer Applications in Business
University at Buffalo 2008 — 2008
Accounting
Alex Liebert's Kerburn Rose Experience June 2014 - August 2014
Job Incoming Investment Banking Analyst at Citi
Industry Financial Services
Experience
The Investment Banking Society at Fordham January 2015 - Present
Citi June 2015 - August 2015
Kerburn Rose June 2014 - August 2014
Societe Generale Corporate and Investment Banking - SGCIB May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Greenline Industries June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, DCF Valuation, Comparable Analysis, Precedent Transactions, Microsoft Excel, Bloomberg Terminal, Financial Research, PowerPoint
Education
Fordham University
Bachelor of Science (B.S.), Finance, Economics Minor
The Investment Banking Society at Fordham January 2015 - Present
Citi June 2015 - August 2015
Kerburn Rose June 2014 - August 2014
Societe Generale Corporate and Investment Banking - SGCIB May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Greenline Industries June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, DCF Valuation, Comparable Analysis, Precedent Transactions, Microsoft Excel, Bloomberg Terminal, Financial Research, PowerPoint
Education
Fordham University
Bachelor of Science (B.S.), Finance, Economics Minor
Alexander C Katz's Kerburn Rose Experience June 2013 - Present
Job Investment Banking Analyst, M&A Advisory Services
Industry Financial Services
Experience
Kerburn Rose June 2013 - Present
Basil & Associates 2012 - 2013
A.C. Katz Software Solutions 2010 - 2012
Vela Systems 2009 - 2010
Plex (Open Source Software) 2009 - 2010
Skills
Mergers & Acquisitions, Investment Banking, Financial Modeling, Valuation, C++, Financial Analysis, Corporate Finance, Java, Microsoft Excel, PowerPoint, Microsoft Word, Adobe Creative Suite, CSS, Linux, Microsoft SQL Server, C, OS X, Ruby, Microsoft Office, Matlab
Education
Tufts University 2005 — 2010
BS, Quantitative Economics, Computer Science
Rye Country Day School
Kerburn Rose June 2013 - Present
Basil & Associates 2012 - 2013
A.C. Katz Software Solutions 2010 - 2012
Vela Systems 2009 - 2010
Plex (Open Source Software) 2009 - 2010
Skills
Mergers & Acquisitions, Investment Banking, Financial Modeling, Valuation, C++, Financial Analysis, Corporate Finance, Java, Microsoft Excel, PowerPoint, Microsoft Word, Adobe Creative Suite, CSS, Linux, Microsoft SQL Server, C, OS X, Ruby, Microsoft Office, Matlab
Education
Tufts University 2005 — 2010
BS, Quantitative Economics, Computer Science
Rye Country Day School
Chase Uhlein's Kerburn Rose Experience July 2012 - September 2012
Job Analyst
Industry Financial Services
Experience
JPMorgan Chase December 2012 - Present
Source Capital Group September 2012 - November 2012
Kerburn Rose July 2012 - September 2012
Irving Levin Associates, Inc. June 2011 - August 2011
Grenadier Capital LLC May 2010 - August 2010
Eagle Hill School May 2009 - August 2009
Skills
Financial Modeling, Valuation, Economics, Microsoft Excel, PowerPoint, Investment Banking, Stata, Research, Financial Analysis, Due Diligence
Education
New York School of Finance 2012 — 2012
Hamilton College 2008 — 2012
Bachelor of Arts (B.A.), Economics
St. George's School 2004 — 2008
New Canaan High School 2003 — 2004
JPMorgan Chase December 2012 - Present
Source Capital Group September 2012 - November 2012
Kerburn Rose July 2012 - September 2012
Irving Levin Associates, Inc. June 2011 - August 2011
Grenadier Capital LLC May 2010 - August 2010
Eagle Hill School May 2009 - August 2009
Skills
Financial Modeling, Valuation, Economics, Microsoft Excel, PowerPoint, Investment Banking, Stata, Research, Financial Analysis, Due Diligence
Education
New York School of Finance 2012 — 2012
Hamilton College 2008 — 2012
Bachelor of Arts (B.A.), Economics
St. George's School 2004 — 2008
New Canaan High School 2003 — 2004
Jatinder Mangat's Kerburn Rose Experience June 2013 - August 2013
Job Student at University of Calgary
Industry Investment Banking
Experience
Kerburn Rose June 2013 - August 2013
Skills
Research, Qualitative Research, Data Analysis, Public Speaking, Statistics, Report Writing, Critical Thinking, Microsoft Office, Analysis, Policy Analysis, Stata, Economics, Energy Economics, Economic Modeling, Petroleum Economics, Input-Output Analysis, Econometric Modeling, Empirical, Economic Statistics, Microeconomics, Macroeconomics, Regression Models, Correlation Analysis, Exploratory Data..., Multivariate Analysis, Cost Benefit, DCF Valuation, Impact Evaluation, Pricing Optimization, Time Management
Education
The University of Calgary 2010 — 2014
Bachelor of Arts, Economics; Applied Energy Economics
Kerburn Rose June 2013 - August 2013
Skills
Research, Qualitative Research, Data Analysis, Public Speaking, Statistics, Report Writing, Critical Thinking, Microsoft Office, Analysis, Policy Analysis, Stata, Economics, Energy Economics, Economic Modeling, Petroleum Economics, Input-Output Analysis, Econometric Modeling, Empirical, Economic Statistics, Microeconomics, Macroeconomics, Regression Models, Correlation Analysis, Exploratory Data..., Multivariate Analysis, Cost Benefit, DCF Valuation, Impact Evaluation, Pricing Optimization, Time Management
Education
The University of Calgary 2010 — 2014
Bachelor of Arts, Economics; Applied Energy Economics
Anirudh Yadav's Kerburn Rose Experience October 2012 - Present
Job M&A Analyst at Kerburn Rose
Industry Financial Services
Experience
Kerburn Rose October 2012 - Present
Education
Hult International Business School 2011 — 2012
Master of Business Administration (M.B.A.), Finance, General
Aligarh Muslim University
Bachelor of Engineering (BEng), Mechanical Engineering
Kerburn Rose October 2012 - Present
Education
Hult International Business School 2011 — 2012
Master of Business Administration (M.B.A.), Finance, General
Aligarh Muslim University
Bachelor of Engineering (BEng), Mechanical Engineering