Madison Investment Fund
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Madison Investment Fund Employees
Employee
Years
Job
Industry
David Lilja, CPA David Lilja, CPA's Madison Investment Fund Experience October 2008 - May 2012
Job Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte August 2013 - Present
Deloitte June 2012 - August 2012
Madison Investment Fund October 2008 - May 2012
Skills
Financial Reporting, Financial Analysis, Accounting, US GAAP, Financial Modeling, SEC filings, Business Valuation, Valuation, Auditing, Financial Accounting, Finance, SEC Filings
Education
James Madison University - College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Deloitte August 2013 - Present
Deloitte June 2012 - August 2012
Madison Investment Fund October 2008 - May 2012
Skills
Financial Reporting, Financial Analysis, Accounting, US GAAP, Financial Modeling, SEC filings, Business Valuation, Valuation, Auditing, Financial Accounting, Finance, SEC Filings
Education
James Madison University - College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Connor Coughlin Connor Coughlin's Madison Investment Fund Experience October 2013 - Present
Job Transaction Advisory Intern at McGladrey
Industry Financial Services
Experience
McGladrey May 2015 - Present
Madison Investment Fund October 2013 - Present
McGladrey June 2014 - August 2014
Financial Consulting Strategies LLC May 2013 - August 2013
James Madison University May 2013 - May 2013
The Tuxedo Club May 2012 - August 2012
Wade Odell Wade June 2011 - August 2011
National Electronic Transit Corp June 2010 - August 2010
Skills
Teamwork, Leadership, Microsoft Office, Microsoft Excel, Access, Visual Basic, Accounting, Financial Analysis, Investments, Portfolio Management, Finance, Equities, Financial Services, Securities, Financial Modeling, PowerPoint, Microsoft Word, Time Management
Education
James Madison University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Junior
Midland Park High School 2007 — 2011
McGladrey May 2015 - Present
Madison Investment Fund October 2013 - Present
McGladrey June 2014 - August 2014
Financial Consulting Strategies LLC May 2013 - August 2013
James Madison University May 2013 - May 2013
The Tuxedo Club May 2012 - August 2012
Wade Odell Wade June 2011 - August 2011
National Electronic Transit Corp June 2010 - August 2010
Skills
Teamwork, Leadership, Microsoft Office, Microsoft Excel, Access, Visual Basic, Accounting, Financial Analysis, Investments, Portfolio Management, Finance, Equities, Financial Services, Securities, Financial Modeling, PowerPoint, Microsoft Word, Time Management
Education
James Madison University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Junior
Midland Park High School 2007 — 2011
Daniel Dziuba Daniel Dziuba's Madison Investment Fund Experience April 2012 - April 2013
Job Finance and Accounting Senior Recruiter at SpectrumCareers
Industry Staffing and Recruiting
Experience
SpectrumCareers September 2013 - Present
eNVied Apparel, LLC March 2013 - January 2014
College of Business Student Advisory Council April 2011 - May 2013
DBRS May 2012 - April 2013
Madison Investment Fund April 2012 - April 2013
Madison Investment Fund May 2011 - April 2013
James Madison University May 2011 - August 2011
Wall Street Experiential Learning Study Tour May 2011 - May 2011
Madison Investment Fund October 2010 - May 2011
Goodman & Company February 2010 - August 2010
Skills
Management, Recruiting, Finance, Portfolio Management, Training, Financial Analysis, Human Resources, Microsoft Office, Interviews, Business Development, Investments, Public Speaking, Sales, Valuation, Accounting, Time Management, Networking, Strategic Planning, Outlook, Research, Start-ups, Cold Calling, Bloomberg, Customer Service, Social Media, Equities, Entrepreneurship, Mentoring, Talent Management
Education
James Madison University 2010 — 2013
BBA, Management
Tidewater Community College 2009 — 2010
AAS, Business Administration, Magna cum laude
Smithfield High School 2004 — 2008
Advanced Studies Diploma
SpectrumCareers September 2013 - Present
eNVied Apparel, LLC March 2013 - January 2014
College of Business Student Advisory Council April 2011 - May 2013
DBRS May 2012 - April 2013
Madison Investment Fund April 2012 - April 2013
Madison Investment Fund May 2011 - April 2013
James Madison University May 2011 - August 2011
Wall Street Experiential Learning Study Tour May 2011 - May 2011
Madison Investment Fund October 2010 - May 2011
Goodman & Company February 2010 - August 2010
Skills
Management, Recruiting, Finance, Portfolio Management, Training, Financial Analysis, Human Resources, Microsoft Office, Interviews, Business Development, Investments, Public Speaking, Sales, Valuation, Accounting, Time Management, Networking, Strategic Planning, Outlook, Research, Start-ups, Cold Calling, Bloomberg, Customer Service, Social Media, Equities, Entrepreneurship, Mentoring, Talent Management
Education
James Madison University 2010 — 2013
BBA, Management
Tidewater Community College 2009 — 2010
AAS, Business Administration, Magna cum laude
Smithfield High School 2004 — 2008
Advanced Studies Diploma
Shane Durkin Shane Durkin's Madison Investment Fund Experience September 2011 - May 2015
Job Product Management Intern at Invesco Real Estate
Industry Investment Management
Experience
Madison Investment Fund September 2011 - May 2015
Invesco Real Estate June 2014 - August 2014
Allianz Risk Transfer June 2013 - August 2013
Papas Pizza and Squillantes Family Pizzeria January 2011 - August 2012
Patriot Hills Golf Course May 2010 - February 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Public Speaking, Bloomberg Terminal, Teamwork, Valuation, Management
Education
James Madison University 2011 — 2015
Bachelor of Business Administration (BBA), Finance Major, Math Minor. Concentration in European Business, 3.74 / 4.0
Universiteit Antwerpen
Bachelor of Business Administration (B.B.A.), European Business, 3.95 / 4.0
Madison Investment Fund September 2011 - May 2015
Invesco Real Estate June 2014 - August 2014
Allianz Risk Transfer June 2013 - August 2013
Papas Pizza and Squillantes Family Pizzeria January 2011 - August 2012
Patriot Hills Golf Course May 2010 - February 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Public Speaking, Bloomberg Terminal, Teamwork, Valuation, Management
Education
James Madison University 2011 — 2015
Bachelor of Business Administration (BBA), Finance Major, Math Minor. Concentration in European Business, 3.74 / 4.0
Universiteit Antwerpen
Bachelor of Business Administration (B.B.A.), European Business, 3.95 / 4.0
Drake Amano Drake Amano's Madison Investment Fund Experience March 2013 - Present
Job Vice President and Technology Sector Portfolio Manager at Madison Investment Fund
Industry Capital Markets
Experience
Madison Investment Fund March 2013 - Present
Alpha Tau Omega Fraternity September 2010 - Present
Madison Investment Fund March 2014 - September 2014
Goldman Sachs June 2014 - August 2014
DBRS May 2013 - April 2014
James Madison University May 2013 - May 2013
Madison Investment Fund September 2012 - April 2013
James Madison University August 2012 - April 2013
Alpha Tau Omega Fraternity December 2011 - December 2012
RGIS June 2012 - August 2012
Skills
Microsoft Excel, Capital Markets, Peer Tutoring, Bloomberg Terminal, Public Speaking, Networking, Leadership Development, Hip-Hop Dance, Equity Research, Portfolio Management, Peer Mentoring, Magellan, Investments, Equities, Analytics, Economics, Finance, Sales, Leadership, Training, Financial Services
Education
James Madison University 2010 — 2015
Bachelor of Science (BS), Quantitative Finance and Economics Double Major; Mathematics Minor, Junior
Brooke Point High School 2006 — 2010
Advanced Studies Diploma
Madison Investment Fund March 2013 - Present
Alpha Tau Omega Fraternity September 2010 - Present
Madison Investment Fund March 2014 - September 2014
Goldman Sachs June 2014 - August 2014
DBRS May 2013 - April 2014
James Madison University May 2013 - May 2013
Madison Investment Fund September 2012 - April 2013
James Madison University August 2012 - April 2013
Alpha Tau Omega Fraternity December 2011 - December 2012
RGIS June 2012 - August 2012
Skills
Microsoft Excel, Capital Markets, Peer Tutoring, Bloomberg Terminal, Public Speaking, Networking, Leadership Development, Hip-Hop Dance, Equity Research, Portfolio Management, Peer Mentoring, Magellan, Investments, Equities, Analytics, Economics, Finance, Sales, Leadership, Training, Financial Services
Education
James Madison University 2010 — 2015
Bachelor of Science (BS), Quantitative Finance and Economics Double Major; Mathematics Minor, Junior
Brooke Point High School 2006 — 2010
Advanced Studies Diploma
Sean Hollern Sean Hollern's Madison Investment Fund Experience August 2011 - May 2012
Job Interest Rate Sales Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
Madison Investment Fund August 2011 - May 2012
Morgan Stanley May 2011 - August 2011
EJF Alternative Asset Management May 2010 - August 2010
Simplexity May 2009 - July 2009
Skills
Financial Analysis, Finance, Portfolio Management, Fixed Income, Trading, Sales, Asset Management, Bloomberg, Credit, Financial Modeling, Equities, Valuation, Capital Markets, Training, Derivatives
Education
James Madison University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Morgan Stanley June 2012 - Present
Madison Investment Fund August 2011 - May 2012
Morgan Stanley May 2011 - August 2011
EJF Alternative Asset Management May 2010 - August 2010
Simplexity May 2009 - July 2009
Skills
Financial Analysis, Finance, Portfolio Management, Fixed Income, Trading, Sales, Asset Management, Bloomberg, Credit, Financial Modeling, Equities, Valuation, Capital Markets, Training, Derivatives
Education
James Madison University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Michael Arndt Michael Arndt's Madison Investment Fund Experience April 2008 - May 2011
Job Financial Analyst at Global Lending Services, LLC.
Industry Financial Services
Experience
Global Lending Services, LLC. February 2015 - Present
Freddie Mac September 2013 - January 2015
Freddie Mac June 2011 - August 2013
Madison Investment Fund April 2008 - May 2011
Freddie Mac May 2010 - August 2010
Alion Science and Technology June 2009 - August 2009
Skills
Analysis, Financial Analysis, Access, Microsoft Office, PeopleSoft, Financial Reporting, Excel, Variance Analysis, Data Analysis, PowerPoint, Word, Financial Forecasting, Financial Accounting, Pivot Tables, Securitization, SAS, SQL, MicroStrategy Reporting, Bloomberg, BlackRock Aladdin, PeopleSoft Financial, Windows 7, Windows XP Pro, nVision, Microsoft SQL Server, Microsoft Excel
Education
James Madison University 2007 — 2011
B.B.A., Finance
Global Lending Services, LLC. February 2015 - Present
Freddie Mac September 2013 - January 2015
Freddie Mac June 2011 - August 2013
Madison Investment Fund April 2008 - May 2011
Freddie Mac May 2010 - August 2010
Alion Science and Technology June 2009 - August 2009
Skills
Analysis, Financial Analysis, Access, Microsoft Office, PeopleSoft, Financial Reporting, Excel, Variance Analysis, Data Analysis, PowerPoint, Word, Financial Forecasting, Financial Accounting, Pivot Tables, Securitization, SAS, SQL, MicroStrategy Reporting, Bloomberg, BlackRock Aladdin, PeopleSoft Financial, Windows 7, Windows XP Pro, nVision, Microsoft SQL Server, Microsoft Excel
Education
James Madison University 2007 — 2011
B.B.A., Finance
Ryan Freeland Ryan Freeland's Madison Investment Fund Experience November 2012 - May 2013
Job Experienced Associate Financial Instruments, Structured Products and Real Estate Group (FSR) at PwC
Industry Financial Services
Experience
PwC - Financial Instruments, Structured Products and Real Estate Group (FSR) September 2013 - Present
Madison Investment Fund November 2012 - May 2013
Foundation for Economic Education (FEE) May 2011 - October 2011
Skills
Microsoft Excel, Fixed Income, Agency MBS, Derivatives, Financial Analysis, Bloomberg Terminal, Economics, Investments, Intex, Valuation, Photography
Education
James Madison University 2009 — 2013
Bachelor of Business Administration in Finance & Economics, European Business, Financial Economics, 3.682
CFA Institute
University of Antwerp 2011 — 2011
Semester Abroad, 3.93
PwC - Financial Instruments, Structured Products and Real Estate Group (FSR) September 2013 - Present
Madison Investment Fund November 2012 - May 2013
Foundation for Economic Education (FEE) May 2011 - October 2011
Skills
Microsoft Excel, Fixed Income, Agency MBS, Derivatives, Financial Analysis, Bloomberg Terminal, Economics, Investments, Intex, Valuation, Photography
Education
James Madison University 2009 — 2013
Bachelor of Business Administration in Finance & Economics, European Business, Financial Economics, 3.682
CFA Institute
University of Antwerp 2011 — 2011
Semester Abroad, 3.93
Vincent Boccio Vincent Boccio's Madison Investment Fund Experience October 2008 - May 2011
Job Sales & Trading Associate at Citi
Industry Financial Services
Experience
Citi August 2015 - Present
Citi August 2014 - August 2015
Citi June 2013 - August 2014
Citi January 2012 - June 2013
Citi July 2011 - January 2012
Citi June 2010 - July 2011
Madison Investment Fund October 2008 - May 2011
Citigroup June 2009 - August 2009
UTC Associates, Inc. June 2008 - August 2008
Skills
Oasys, Essbase, Compustat, Trace, Financial Analysis, Financial Modeling, Excel, Word, PowerPoint, Crystal Ball, Fixed Income, Equity Valuation, Credit Derivatives, Interest Rate..., Equity Derivatives
Education
James Madison University 2007 — 2011
BBA, Finance
Citi August 2015 - Present
Citi August 2014 - August 2015
Citi June 2013 - August 2014
Citi January 2012 - June 2013
Citi July 2011 - January 2012
Citi June 2010 - July 2011
Madison Investment Fund October 2008 - May 2011
Citigroup June 2009 - August 2009
UTC Associates, Inc. June 2008 - August 2008
Skills
Oasys, Essbase, Compustat, Trace, Financial Analysis, Financial Modeling, Excel, Word, PowerPoint, Crystal Ball, Fixed Income, Equity Valuation, Credit Derivatives, Interest Rate..., Equity Derivatives
Education
James Madison University 2007 — 2011
BBA, Finance
JP Kril's Madison Investment Fund Experience May 2012 - May 2013
Job Equity Portfolio Analyst at Barclays
Industry Investment Management
Experience
Barclays June 2013 - Present
Good Wealth Management September 2012 - May 2013
Madison Investment Fund May 2012 - May 2013
Barclays June 2012 - August 2012
Madison Investment Fund May 2011 - May 2012
Coho Partners, Ltd. June 2011 - August 2011
Madison Investment Fund September 2010 - May 2011
Coho Partners May 2010 - August 2010
American Bible Society June 2009 - August 2009
Bed Bath & Beyond June 2007 - August 2009
Skills
Portfolio Management, Bloomberg Terminal, Capital Markets, Business, Networking, Strategy, Equity Research, Microsoft Excel, Series 7, Series 66, Asset Management, Investments, Series 3, Financial Analysis, Financial Modeling, Bloomberg, Valuation, Equities
Education
James Madison University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Financial Analysis Concentration
Elon University 2008 — 2009
Transferred
Haverford School 1999 — 2008
Barclays June 2013 - Present
Good Wealth Management September 2012 - May 2013
Madison Investment Fund May 2012 - May 2013
Barclays June 2012 - August 2012
Madison Investment Fund May 2011 - May 2012
Coho Partners, Ltd. June 2011 - August 2011
Madison Investment Fund September 2010 - May 2011
Coho Partners May 2010 - August 2010
American Bible Society June 2009 - August 2009
Bed Bath & Beyond June 2007 - August 2009
Skills
Portfolio Management, Bloomberg Terminal, Capital Markets, Business, Networking, Strategy, Equity Research, Microsoft Excel, Series 7, Series 66, Asset Management, Investments, Series 3, Financial Analysis, Financial Modeling, Bloomberg, Valuation, Equities
Education
James Madison University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Financial Analysis Concentration
Elon University 2008 — 2009
Transferred
Haverford School 1999 — 2008
Steve Aanstoos's Madison Investment Fund Experience November 2012 - Present
Job Portfolio Analyst Intern at Capital Automotive REIT
Industry Financial Services
Experience
MadX Labs Venture Capital Fund January 2015 - Present
Madison Investment Fund November 2012 - Present
Capital Automotive REIT June 2015 - August 2015
1st Portfolio, Inc May 2013 - August 2014
Temeku Technologies October 2011 - July 2012
Skills
Investments, Finance, Analysis, Management, Team Leadership, NetX360, Microsoft Excel, MoneyGuidePro, Social Networking, Equity Research, Economics, Public Speaking, Customer Service
Education
James Madison University 2012 — 2016
Finance, 3.542
Chantilly High School 2008 — 2012
MadX Labs Venture Capital Fund January 2015 - Present
Madison Investment Fund November 2012 - Present
Capital Automotive REIT June 2015 - August 2015
1st Portfolio, Inc May 2013 - August 2014
Temeku Technologies October 2011 - July 2012
Skills
Investments, Finance, Analysis, Management, Team Leadership, NetX360, Microsoft Excel, MoneyGuidePro, Social Networking, Equity Research, Economics, Public Speaking, Customer Service
Education
James Madison University 2012 — 2016
Finance, 3.542
Chantilly High School 2008 — 2012
Brendan English's Madison Investment Fund Experience May 2012 - May 2014
Job Trader at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
Madison Investment Fund May 2012 - May 2014
Goldman Sachs June 2013 - August 2013
UBS June 2012 - August 2012
Fairfax County Circuit Court June 2011 - August 2011
Skills
Credit Derivatives
Education
James Madison University 2010 — 2014
Bachelor of Science (B.S.), Economics
Goldman Sachs July 2014 - Present
Madison Investment Fund May 2012 - May 2014
Goldman Sachs June 2013 - August 2013
UBS June 2012 - August 2012
Fairfax County Circuit Court June 2011 - August 2011
Skills
Credit Derivatives
Education
James Madison University 2010 — 2014
Bachelor of Science (B.S.), Economics
Brian Ellenberger Brian Ellenberger's Madison Investment Fund Experience October 2009 - May 2012
Job Associate at The McLean Group
Industry Financial Services
Experience
The McLean Group October 2012 - Present
Madison Investment Fund October 2009 - May 2012
Goldman Sachs June 2011 - August 2011
Strategic Financial Associates June 2010 - August 2010
Skills
Bloomberg Terminal, Visual Basic, Microsoft Excel, Oracle Crystal Ball, Financial Modeling, Financial Analysis, Portfolio Management, Microsoft Word, PowerPoint, Risk Management, Business Valuation, Capital IQ, Capital Structure, Capital Markets
Education
James Madison University - College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
McLean High School 2004 — 2008
The McLean Group October 2012 - Present
Madison Investment Fund October 2009 - May 2012
Goldman Sachs June 2011 - August 2011
Strategic Financial Associates June 2010 - August 2010
Skills
Bloomberg Terminal, Visual Basic, Microsoft Excel, Oracle Crystal Ball, Financial Modeling, Financial Analysis, Portfolio Management, Microsoft Word, PowerPoint, Risk Management, Business Valuation, Capital IQ, Capital Structure, Capital Markets
Education
James Madison University - College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
McLean High School 2004 — 2008
David Tessier David Tessier's Madison Investment Fund Experience October 2013 - Present
Job Financial Instruments, Structured Products, and Real Estate Intern at PwC
Industry Investment Banking
Experience
Madison Investment Fund October 2013 - Present
PwC June 2015 - August 2015
EJF Capital LLC May 2014 - August 2014
PwC May 2014 - May 2014
Wegmans Food Markets May 2012 - May 2014
Skills
Microsoft Excel, PowerPoint, Leadership, Customer Service, Investments, Bloomberg, Management, Equities, Analysis, Public Speaking, Portfolio Management, Teamwork
Education
James Madison University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Concentration in Financial Analysis
Centennial High School 2008 — 2012
Madison Investment Fund October 2013 - Present
PwC June 2015 - August 2015
EJF Capital LLC May 2014 - August 2014
PwC May 2014 - May 2014
Wegmans Food Markets May 2012 - May 2014
Skills
Microsoft Excel, PowerPoint, Leadership, Customer Service, Investments, Bloomberg, Management, Equities, Analysis, Public Speaking, Portfolio Management, Teamwork
Education
James Madison University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Concentration in Financial Analysis
Centennial High School 2008 — 2012
Bryan Stretton's Madison Investment Fund Experience October 2010 - May 2014
Job Financial Advisor at McAdam Financially Advanced™
Industry Financial Services
Experience
McAdam Financially Advanced™ 2014 - Present
Madison Investment Fund October 2010 - May 2014
Skills
Capital Markets, Portfolio Management, Microsoft Office, Bloomberg, Microsoft Word, Bloomberg Terminal, Financial Analysis, Finance, Equities, Financial Modeling, PowerPoint, Valuation, Microsoft Excel, Investments, Access, Customer Service, Fixed Income, Research
Education
James Madison University - College of Business
Bachelor of Business Administration (B.B.A.), Finance
McAdam Financially Advanced™ 2014 - Present
Madison Investment Fund October 2010 - May 2014
Skills
Capital Markets, Portfolio Management, Microsoft Office, Bloomberg, Microsoft Word, Bloomberg Terminal, Financial Analysis, Finance, Equities, Financial Modeling, PowerPoint, Valuation, Microsoft Excel, Investments, Access, Customer Service, Fixed Income, Research
Education
James Madison University - College of Business
Bachelor of Business Administration (B.B.A.), Finance
Danny Burkhart Danny Burkhart's Madison Investment Fund Experience May 2013 - Present
Job Intern at Richard Bernstein Advisors
Industry
Experience
Madison Investment Fund May 2013 - Present
Richard Bernstein Advisors June 2014 - August 2014
Matrix Corporate Center February 2013 - March 2014
Stew Leonard's June 2010 - August 2012
Brookfield Town Recreation June 2009 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Facebook, Teamwork, Bloomberg Terminal, Sales, Customer Satisfaction, Time Management
Education
James Madison University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Brookfield High School 2008 — 2012
High School
Madison Investment Fund May 2013 - Present
Richard Bernstein Advisors June 2014 - August 2014
Matrix Corporate Center February 2013 - March 2014
Stew Leonard's June 2010 - August 2012
Brookfield Town Recreation June 2009 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Facebook, Teamwork, Bloomberg Terminal, Sales, Customer Satisfaction, Time Management
Education
James Madison University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Brookfield High School 2008 — 2012
High School
Alex Holler's Madison Investment Fund Experience November 2014 - Present
Job Analyst, Madison Investment Fund
Industry Financial Services
Experience
NASA Langley Research Center June 2015 - Present
Madison Investment Fund November 2014 - Present
NASA Langley Research Center June 2014 - August 2014
York County Parks and Recreation June 2012 - July 2013
Skills
Microsoft Office, Access, PowerPoint, Team Leadership, Microsoft Excel, Organization &..., Critical Thinking, Data Analysis, Public Speaking, Social Media, Spanish, Teamwork, Time Management
Education
James Madison University 2011 — 2015
Finance
NASA Langley Research Center June 2015 - Present
Madison Investment Fund November 2014 - Present
NASA Langley Research Center June 2014 - August 2014
York County Parks and Recreation June 2012 - July 2013
Skills
Microsoft Office, Access, PowerPoint, Team Leadership, Microsoft Excel, Organization &..., Critical Thinking, Data Analysis, Public Speaking, Social Media, Spanish, Teamwork, Time Management
Education
James Madison University 2011 — 2015
Finance
Christine Webb's Madison Investment Fund Experience March 2013 - May 2014
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
Madison Investment Fund March 2013 - May 2014
James Madison University August 2011 - May 2014
Goldman Sachs June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Bloomberg, SharePoint, Microsoft Excel, Microsoft Office, Capital Markets, Portfolio Management, Investments, Analysis
Education
James Madison University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Financial Analysis Concentration
Old Dominion University 2009 — 2011
Accounting and Finance
Goldman Sachs July 2014 - Present
Madison Investment Fund March 2013 - May 2014
James Madison University August 2011 - May 2014
Goldman Sachs June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Bloomberg, SharePoint, Microsoft Excel, Microsoft Office, Capital Markets, Portfolio Management, Investments, Analysis
Education
James Madison University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Financial Analysis Concentration
Old Dominion University 2009 — 2011
Accounting and Finance
Tom Malley's Madison Investment Fund Experience September 2014 - Present
Job Credit Risk Intern at KPMG
Industry Financial Services
Experience
Sigma Phi Epsilon Fraternity November 2014 - Present
Madison Investment Fund September 2014 - Present
Madison Investment Fund (MIF) September 2013 - Present
Westfield Baseball Association May 2013 - August 2014
Westfield Recreation Department June 2009 - August 2013
Madison Investment Fund (MIF) September 2012 - May 2013
Skills
Fixed Income, Equities, Bloomberg Terminal, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, SharePoint, InDesign
Education
James Madison University 2012 — 2016
BS, Finance, General, Senior
Westfield High School 2008 — 2012
Sigma Phi Epsilon Fraternity November 2014 - Present
Madison Investment Fund September 2014 - Present
Madison Investment Fund (MIF) September 2013 - Present
Westfield Baseball Association May 2013 - August 2014
Westfield Recreation Department June 2009 - August 2013
Madison Investment Fund (MIF) September 2012 - May 2013
Skills
Fixed Income, Equities, Bloomberg Terminal, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, SharePoint, InDesign
Education
James Madison University 2012 — 2016
BS, Finance, General, Senior
Westfield High School 2008 — 2012
Donovan Lawhorn Donovan Lawhorn's Madison Investment Fund Experience November 2012 - May 2015
Job Management Consulting Analyst at Accenture
Industry Information Technology and Services
Experience
Accenture July 2015 - Present
Madison Investment Fund November 2012 - May 2015
Accenture June 2014 - August 2014
James Madison University May 2014 - June 2014
Organic Transit June 2013 - August 2013
RJ Tennis June 2008 - August 2012
Springfield Golf and Country Club November 2009 - June 2012
Skills
Teamwork, Economics, Computer Science, Investments, Java, Customer Service, Bloomberg, Research, Social Media, Microsoft Excel, C++, Matlab, CRSP, Financial Analysis
Education
James Madison University 2011 — 2015
Bachelor of Science (B.S.), Major: Quantitative Finance; Minors: Economics and Mathematics
James Madison University 2011 — 2015
Bachelor of Science (B.S.), Quantitative Finance
Accenture July 2015 - Present
Madison Investment Fund November 2012 - May 2015
Accenture June 2014 - August 2014
James Madison University May 2014 - June 2014
Organic Transit June 2013 - August 2013
RJ Tennis June 2008 - August 2012
Springfield Golf and Country Club November 2009 - June 2012
Skills
Teamwork, Economics, Computer Science, Investments, Java, Customer Service, Bloomberg, Research, Social Media, Microsoft Excel, C++, Matlab, CRSP, Financial Analysis
Education
James Madison University 2011 — 2015
Bachelor of Science (B.S.), Major: Quantitative Finance; Minors: Economics and Mathematics
James Madison University 2011 — 2015
Bachelor of Science (B.S.), Quantitative Finance
Lyle Schiavone's Madison Investment Fund Experience March 2010 - May 2012
Job Analyst, Real Estate at American Capital
Industry Venture Capital & Private Equity
Experience
American Capital May 2015 - Present
American Capital November 2013 - May 2015
Deloitte Financial Advisory Services LLP September 2012 - November 2013
Madison Investment Fund March 2010 - May 2012
Deloitte June 2011 - August 2011
Williamsburg Financial Group May 2010 - August 2010
Skills
Portfolio Management, Business Valuation, Financial Analysis, Financial Modeling, Equities, Microsoft Office, Economics, Bloomberg, Capital IQ, Infrastructure, Project Finance, Valuation, Investments, Financial Services, Strategy, Management Consulting, Financial Markets
Education
James Madison University 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Economics
American Capital May 2015 - Present
American Capital November 2013 - May 2015
Deloitte Financial Advisory Services LLP September 2012 - November 2013
Madison Investment Fund March 2010 - May 2012
Deloitte June 2011 - August 2011
Williamsburg Financial Group May 2010 - August 2010
Skills
Portfolio Management, Business Valuation, Financial Analysis, Financial Modeling, Equities, Microsoft Office, Economics, Bloomberg, Capital IQ, Infrastructure, Project Finance, Valuation, Investments, Financial Services, Strategy, Management Consulting, Financial Markets
Education
James Madison University 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Economics
Braeden Lipson Braeden Lipson's Madison Investment Fund Experience September 2010 - May 2014
Job Interest Rate Derivatives TA at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank January 2015 - Present
Lehman Brothers Holdings Inc. June 2014 - January 2015
Big Brothers Big Sisters September 2011 - May 2014
Madison Investment Fund September 2010 - May 2014
Lehman Brothers Holdings Inc. June 2013 - August 2013
Lehman Brothers Holdings Inc. June 2012 - August 2012
Wall Street Experiential Learning Study Tour May 2012 - May 2012
AIFS June 2011 - August 2011
Skills
Valuation, Portfolio Management, Derivatives, Finance, Strategy, Investments, Equities, Asset Management, Investment Banking, Credit, Analysis
Education
James Madison University - College of Business 2010 — 2014
Bachelor's Degree, Finance
Barclays Investment Bank January 2015 - Present
Lehman Brothers Holdings Inc. June 2014 - January 2015
Big Brothers Big Sisters September 2011 - May 2014
Madison Investment Fund September 2010 - May 2014
Lehman Brothers Holdings Inc. June 2013 - August 2013
Lehman Brothers Holdings Inc. June 2012 - August 2012
Wall Street Experiential Learning Study Tour May 2012 - May 2012
AIFS June 2011 - August 2011
Skills
Valuation, Portfolio Management, Derivatives, Finance, Strategy, Investments, Equities, Asset Management, Investment Banking, Credit, Analysis
Education
James Madison University - College of Business 2010 — 2014
Bachelor's Degree, Finance
Joseph Pitsenbarger Joseph Pitsenbarger's Madison Investment Fund Experience October 2014 - Present
Job Analyst at Madison Investment Fund
Industry Financial Services
Experience
Madison Investment Fund October 2014 - Present
Capital Automotive REIT June 2015 - August 2015
Courtyard by Marriott May 2014 - August 2014
Old West Steakhouse February 2011 - August 2013
Education
James Madison University 2013 — 2017
Bachelor of Business Administration (BBA), Finance
Parkside High School 2009 — 2013
High School Diploma
Madison Investment Fund October 2014 - Present
Capital Automotive REIT June 2015 - August 2015
Courtyard by Marriott May 2014 - August 2014
Old West Steakhouse February 2011 - August 2013
Education
James Madison University 2013 — 2017
Bachelor of Business Administration (BBA), Finance
Parkside High School 2009 — 2013
High School Diploma
Charles Buffington Charles Buffington's Madison Investment Fund Experience November 2014 - Present
Job Wealth Management Intern at McAdam Financial Group
Industry Financial Services
Experience
Madison Investment Fund November 2014 - Present
McAdam Financially Advanced™ May 2015 - July 2015
Skills
Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, PowerPoint, Teamwork, Analysis, English, Sales, Social Media, Time Management, Data Analysis, Teaching, Strategic Planning, Budgets, Customer Service, Investments, Leadership
Education
James Madison University 2014 — 2018
Bachelor’s Degree, Finance, General
Kettle Run High School 2010 — 2014
High School
Madison Investment Fund November 2014 - Present
McAdam Financially Advanced™ May 2015 - July 2015
Skills
Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, PowerPoint, Teamwork, Analysis, English, Sales, Social Media, Time Management, Data Analysis, Teaching, Strategic Planning, Budgets, Customer Service, Investments, Leadership
Education
James Madison University 2014 — 2018
Bachelor’s Degree, Finance, General
Kettle Run High School 2010 — 2014
High School
Scott Southworth Scott Southworth's Madison Investment Fund Experience April 2007 - May 2011
Job Debt, Derivatives, and Other Investment Portfolio
Industry Financial Services
Experience
Fannie Mae August 2011 - Present
Fannie Mae March 2013 - August 2013
Fannie Mae August 2011 - March 2013
Madison Investment Fund April 2007 - May 2011
Notable Solutions Inc December 2009 - December 2009
Skills
Microsoft Excel, Essbase, SQL, Bloomberg Terminal, Haver Analytics, SPSS, Financial Analysis, Financial Modeling, Fundamental Analysis, Financial Market..., DCF Valuation, Economic Policy, Consumer Behaviour, MBS, CMBS, FAS115, FAS114, FAS5, EITF 99-20
Education
James Madison University 2007 — 2011
BBA, Finance
Fannie Mae August 2011 - Present
Fannie Mae March 2013 - August 2013
Fannie Mae August 2011 - March 2013
Madison Investment Fund April 2007 - May 2011
Notable Solutions Inc December 2009 - December 2009
Skills
Microsoft Excel, Essbase, SQL, Bloomberg Terminal, Haver Analytics, SPSS, Financial Analysis, Financial Modeling, Fundamental Analysis, Financial Market..., DCF Valuation, Economic Policy, Consumer Behaviour, MBS, CMBS, FAS115, FAS114, FAS5, EITF 99-20
Education
James Madison University 2007 — 2011
BBA, Finance
Dominick O. Barresi's Madison Investment Fund Experience April 2007 - May 2009
Job AVP Capital Markets at Redwood Trust, Inc.
Industry Capital Markets
Experience
Redwood Trust, Inc. December 2014 - Present
Freddie Mac June 2011 - November 2014
Gramercy Capital Corporation May 2010 - August 2010
Madison Investment Fund April 2007 - May 2009
Skills
Valuation, Portfolio Management, CMBS, Loans, Mortgage Lending, Intex Dealmaker, Financial Analysis
Education
James Madison University 2007 — 2011
Bachelors, Business Administration; Finance
James Madison University - College of Business 2007 — 2011
BBA Finance, Finance & Math
University of Antwerp 2009 — 2010
BBA Finance, Finance, Management, Operations, Marketing, Eurpoean Business
Redwood Trust, Inc. December 2014 - Present
Freddie Mac June 2011 - November 2014
Gramercy Capital Corporation May 2010 - August 2010
Madison Investment Fund April 2007 - May 2009
Skills
Valuation, Portfolio Management, CMBS, Loans, Mortgage Lending, Intex Dealmaker, Financial Analysis
Education
James Madison University 2007 — 2011
Bachelors, Business Administration; Finance
James Madison University - College of Business 2007 — 2011
BBA Finance, Finance & Math
University of Antwerp 2009 — 2010
BBA Finance, Finance, Management, Operations, Marketing, Eurpoean Business
Alex Hogge's Madison Investment Fund Experience April 2015 - Present
Job Portfolio Manager at The Madison Investment Fund
Industry Financial Services
Experience
Steben & Company, Inc. May 2015 - Present
Madison Investment Fund April 2015 - Present
Vinder LLC April 2014 - May 2015
The Madison Investment Fund February 2015 - April 2015
The Madison Investment Fund November 2014 - February 2015
Morgan Stanley May 2014 - June 2014
Skills
Business Development, Entrepreneurship, Management, Strategic Planning, Strategy, Value Investing, Microsoft Office, PowerPoint, Social Networking, Research, Data Analysis, Finance, Microsoft Word, Investments, Time Management, Teamwork, Access
Education
James Madison University - College of Business 2013 — 2017
Bachelor’s Degree, Finance
Paul VI Catholic High School 2009 — 2013
High School
Steben & Company, Inc. May 2015 - Present
Madison Investment Fund April 2015 - Present
Vinder LLC April 2014 - May 2015
The Madison Investment Fund February 2015 - April 2015
The Madison Investment Fund November 2014 - February 2015
Morgan Stanley May 2014 - June 2014
Skills
Business Development, Entrepreneurship, Management, Strategic Planning, Strategy, Value Investing, Microsoft Office, PowerPoint, Social Networking, Research, Data Analysis, Finance, Microsoft Word, Investments, Time Management, Teamwork, Access
Education
James Madison University - College of Business 2013 — 2017
Bachelor’s Degree, Finance
Paul VI Catholic High School 2009 — 2013
High School
Frank Imoehl Frank Imoehl's Madison Investment Fund Experience October 2012 - Present
Job Madison Investment Fund
Industry Higher Education
Experience
Madison Investment Fund October 2012 - Present
Goldman Sachs June 2014 - August 2014
EJF Capital LLC June 2013 - August 2013
Skills
Research, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, Higher Education, Facebook, Editing, Statistics, Data Analysis, Teamwork, Customer Service, Portfolio Management
Education
James Madison University 2011 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Economics
Madison Investment Fund October 2012 - Present
Goldman Sachs June 2014 - August 2014
EJF Capital LLC June 2013 - August 2013
Skills
Research, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, Higher Education, Facebook, Editing, Statistics, Data Analysis, Teamwork, Customer Service, Portfolio Management
Education
James Madison University 2011 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Economics
Robert Lurie's Madison Investment Fund Experience August 2006 - May 2009
Job Associate Director, Business Development & Strategy
Industry Financial Services
Experience
Ipreo September 2014 - Present
Ipreo August 2013 - September 2014
Ipreo June 2012 - July 2013
SecondMarket, Inc. June 2010 - May 2012
Madison Investment Fund August 2006 - May 2009
The Lurie Letter June 2008 - March 2009
Goldman Sachs June 2008 - August 2008
Skills
Investments, Fixed Income, Equity Research, Financial Modeling, Quantitative Analytics, Excel, Market Research, Bloomberg Terminal, Visual Basic, Statistical Modeling, Research, Microsoft Excel, Capital Markets, Quantitative Analysis, Fundamental Research, Energy, Equity Capital Markets, VBA, Equities, Mergers & Acquisitions, Value Creation, Macroeconomics, Value Investing
Education
James Madison University 2005 — 2009
B.S., Quantitative Finance, Economics
James Madison University 2005 — 2009
B.S., Quantitative Finance, Economics
Ipreo September 2014 - Present
Ipreo August 2013 - September 2014
Ipreo June 2012 - July 2013
SecondMarket, Inc. June 2010 - May 2012
Madison Investment Fund August 2006 - May 2009
The Lurie Letter June 2008 - March 2009
Goldman Sachs June 2008 - August 2008
Skills
Investments, Fixed Income, Equity Research, Financial Modeling, Quantitative Analytics, Excel, Market Research, Bloomberg Terminal, Visual Basic, Statistical Modeling, Research, Microsoft Excel, Capital Markets, Quantitative Analysis, Fundamental Research, Energy, Equity Capital Markets, VBA, Equities, Mergers & Acquisitions, Value Creation, Macroeconomics, Value Investing
Education
James Madison University 2005 — 2009
B.S., Quantitative Finance, Economics
James Madison University 2005 — 2009
B.S., Quantitative Finance, Economics
John Elduff's Madison Investment Fund Experience January 2009 - May 2012
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs April 2013 - Present
BNY Mellon June 2012 - April 2013
Madison Investment Fund January 2009 - May 2012
BNY Mellon June 2011 - August 2011
Internet Capital Group May 2011 - June 2011
Skills
Bloomberg Terminal, Financial Analysis, Bloomberg, Financial Modeling, Fixed Income, Valuation, Portfolio Management, Economics, Financial Reporting, Finance, Financial Accounting, Spreadsheets, Accounting, Microsoft Excel, Analysis, Equities, Investments, Capital Markets, Investment Banking
Education
James Madison University 2008 — 2012
BBA, Finance
Universiteit Antwerpen 2010 — 2010
BBA, Finance
Goldman Sachs April 2013 - Present
BNY Mellon June 2012 - April 2013
Madison Investment Fund January 2009 - May 2012
BNY Mellon June 2011 - August 2011
Internet Capital Group May 2011 - June 2011
Skills
Bloomberg Terminal, Financial Analysis, Bloomberg, Financial Modeling, Fixed Income, Valuation, Portfolio Management, Economics, Financial Reporting, Finance, Financial Accounting, Spreadsheets, Accounting, Microsoft Excel, Analysis, Equities, Investments, Capital Markets, Investment Banking
Education
James Madison University 2008 — 2012
BBA, Finance
Universiteit Antwerpen 2010 — 2010
BBA, Finance
Joshua Lancaster's Madison Investment Fund Experience October 2011 - May 2014
Job Portfolio Analyst at EJF Capital
Industry Financial Services
Experience
EJF Capital August 2015 - Present
EJF Capital May 2014 - July 2015
Madison Investment Fund October 2011 - May 2014
EJF Capital May 2013 - August 2013
EJF Capital May 2012 - August 2012
The Richard Norman Company May 2010 - August 2010
Skills
Microsoft Excel, Bloomberg, Equities, Portfolio Management, Credit, VBA, PowerPoint, Financial Modeling, Financial Analysis, Visual Basic, Analysis, Financial Reporting, Economics, Bloomberg Terminal, Financial Accounting
Education
James Madison University 2010 — 2014
Bachelor of Science, Quantitative Finance and Mathematics
EJF Capital August 2015 - Present
EJF Capital May 2014 - July 2015
Madison Investment Fund October 2011 - May 2014
EJF Capital May 2013 - August 2013
EJF Capital May 2012 - August 2012
The Richard Norman Company May 2010 - August 2010
Skills
Microsoft Excel, Bloomberg, Equities, Portfolio Management, Credit, VBA, PowerPoint, Financial Modeling, Financial Analysis, Visual Basic, Analysis, Financial Reporting, Economics, Bloomberg Terminal, Financial Accounting
Education
James Madison University 2010 — 2014
Bachelor of Science, Quantitative Finance and Mathematics