MBA Investment Fund, LLC
MBA Investment Fund, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MBA Investment Fund, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
MBA Investment Fund, LLC Salaries. You can even request information on how much does MBA Investment Fund, LLC pay if you want to. Learn about salaries, pros and cons of working for MBA Investment Fund, LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
24 MBA Investment Fund, LLC employees in database. Find out everything there's to know about MBA Investment Fund, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
MBA Investment Fund, LLC Employees
Employee
Years
Job
Industry
Patrick Southern Patrick Southern's MBA Investment Fund, LLC Experience January 2015 - Present
Job Portfolio Management Intern at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors May 2015 - Present
MBA Investment Fund LLC January 2015 - Present
McCombs School of Business July 2014 - Present
Teacher Retirement System of Texas August 2014 - December 2014
Lewtan September 2013 - July 2014
Lewtan October 2011 - September 2013
Self Employed June 2006 - April 2011
Skills
Fixed Income, Financial Modeling, Financial Analysis, Valuation, Data Analysis, Capital Markets, Analytics, Derivatives, Securities, Asset Management, Finance, Analysis, Financial Services
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, General
University of California, Davis 2003 — 2007
Bachelors of Arts, Economics
Dimensional Fund Advisors May 2015 - Present
MBA Investment Fund LLC January 2015 - Present
McCombs School of Business July 2014 - Present
Teacher Retirement System of Texas August 2014 - December 2014
Lewtan September 2013 - July 2014
Lewtan October 2011 - September 2013
Self Employed June 2006 - April 2011
Skills
Fixed Income, Financial Modeling, Financial Analysis, Valuation, Data Analysis, Capital Markets, Analytics, Derivatives, Securities, Asset Management, Finance, Analysis, Financial Services
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, General
University of California, Davis 2003 — 2007
Bachelors of Arts, Economics
Tom Noble Tom Noble's MBA Investment Fund, LLC Experience October 2014 - Present
Job Summer Associate Financial Advisor Services Group at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors May 2015 - Present
MBA Investment Fund, LLC October 2014 - Present
Teachers Retirement System of Texas September 2014 - December 2014
BrandEngage Media January 2013 - July 2014
SocialVibe March 2012 - January 2013
WildTangent March 2011 - March 2012
Saatchi & Saatchi Advertising June 2009 - March 2011
The Phelps Group August 2008 - June 2009
Skills
Digital Media, Advertising, Online Advertising, Facebook, Lead Generation, Digital Strategy, Management, Mobile Marketing, Digital Marketing, Interactive Marketing
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Southern California - Marshall School of Business 2003 — 2007
Bachelor of Science (B.S.)
Agoura High School
Dimensional Fund Advisors May 2015 - Present
MBA Investment Fund, LLC October 2014 - Present
Teachers Retirement System of Texas September 2014 - December 2014
BrandEngage Media January 2013 - July 2014
SocialVibe March 2012 - January 2013
WildTangent March 2011 - March 2012
Saatchi & Saatchi Advertising June 2009 - March 2011
The Phelps Group August 2008 - June 2009
Skills
Digital Media, Advertising, Online Advertising, Facebook, Lead Generation, Digital Strategy, Management, Mobile Marketing, Digital Marketing, Interactive Marketing
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Southern California - Marshall School of Business 2003 — 2007
Bachelor of Science (B.S.)
Agoura High School
Shawn Schmidt Shawn Schmidt's MBA Investment Fund, LLC Experience October 2013 - July 2014
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Oil & Energy
Experience
Bank of America Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
MBA Investment Fund, LLC October 2013 - July 2014
Professor David Adelman, The University of Texas School of Law May 2013 - December 2013
United States District Court for the Southern District of Texas - McAllen Division May 2012 - June 2012
Fabworx Solutions May 2010 - June 2011
Skills
Legal Research, Legal Writing, Research, Public Speaking, Microsoft Office, Management, Financial Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
M.B.A., Energy Finance
The University of Texas School of Law 2011 — 2014
J.D., Energy & Corporate Law
The University of Texas at Austin 2006 — 2010
B.A., Government, Philosophy
St. Mark's School of Texas 2002 — 2006
Bank of America Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
MBA Investment Fund, LLC October 2013 - July 2014
Professor David Adelman, The University of Texas School of Law May 2013 - December 2013
United States District Court for the Southern District of Texas - McAllen Division May 2012 - June 2012
Fabworx Solutions May 2010 - June 2011
Skills
Legal Research, Legal Writing, Research, Public Speaking, Microsoft Office, Management, Financial Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
M.B.A., Energy Finance
The University of Texas School of Law 2011 — 2014
J.D., Energy & Corporate Law
The University of Texas at Austin 2006 — 2010
B.A., Government, Philosophy
St. Mark's School of Texas 2002 — 2006
Deeksha Sharma Deeksha Sharma's MBA Investment Fund, LLC Experience December 2010 - February 2012
Job Staff Financial Analyst at AMD
Industry Financial Services
Experience
MBA INVESTMENT FUND LLC December 2010 - February 2012
AMD June 2011 - August 2011
Infosys September 2009 - July 2010
Infosys January 2008 - August 2009
Infosys June 2006 - December 2007
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA, Finance
Panjab University 2002 — 2006
Bachelor of Engineering, Chemical
Villa Theresa High School 1993 — 2000
MBA INVESTMENT FUND LLC December 2010 - February 2012
AMD June 2011 - August 2011
Infosys September 2009 - July 2010
Infosys January 2008 - August 2009
Infosys June 2006 - December 2007
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA, Finance
Panjab University 2002 — 2006
Bachelor of Engineering, Chemical
Villa Theresa High School 1993 — 2000
Johnathan Rutledge, CFA Johnathan Rutledge, CFA's MBA Investment Fund, LLC Experience October 2008 - March 2010
Job Director Corporate Development at AT&T
Industry Financial Services
Experience
AT&T July 2010 - Present
MBA Investment Fund, LLC October 2008 - March 2010
AT&T June 2009 - August 2009
GW Equity June 2006 - October 2008
LECG June 2004 - June 2006
Skills
Business Transformation, Financial Modeling, Valuation, Financial Analysis, Mergers, Due Diligence, Corporate Finance, Business Strategy, Investments, Competitive Analysis, Finance, Business Valuation, Equities, Business Analysis, Forecasting, Portfolio Management, Strategy, Risk Management, Analytics, Mergers & Acquisitions, Management, Corporate Development, Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
MBA, Finance
The University of Texas at Dallas 2000 — 2004
Bachelor of Science, Economics and Finance
AT&T July 2010 - Present
MBA Investment Fund, LLC October 2008 - March 2010
AT&T June 2009 - August 2009
GW Equity June 2006 - October 2008
LECG June 2004 - June 2006
Skills
Business Transformation, Financial Modeling, Valuation, Financial Analysis, Mergers, Due Diligence, Corporate Finance, Business Strategy, Investments, Competitive Analysis, Finance, Business Valuation, Equities, Business Analysis, Forecasting, Portfolio Management, Strategy, Risk Management, Analytics, Mergers & Acquisitions, Management, Corporate Development, Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
MBA, Finance
The University of Texas at Dallas 2000 — 2004
Bachelor of Science, Economics and Finance
Michael Preis, CFA Michael Preis, CFA's MBA Investment Fund, LLC Experience October 2008 - May 2010
Job Regional Director at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors January 2014 - Present
Dimensional Fund Advisors July 2010 - December 2013
MBA Investment Fund LLC October 2008 - May 2010
Employees Retirement System of Texas June 2009 - August 2009
E*TRADE Financial May 2006 - August 2008
Skills
Investments, Asset Allocation, Portfolio Management, Mutual Funds, Emerging Markets, Financial Modeling, Equities, Asset Managment, Fixed Income, Wealth Management, Investment Strategies, Investment Management, Investment Advisory, Hedge Funds, Valuation, Asset Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Investment Management
University of Southern California 1999 — 2003
Bachelor of Science, Finance
Episcopal High School, Baton Rouge, LA 1995 — 1999
Dimensional Fund Advisors January 2014 - Present
Dimensional Fund Advisors July 2010 - December 2013
MBA Investment Fund LLC October 2008 - May 2010
Employees Retirement System of Texas June 2009 - August 2009
E*TRADE Financial May 2006 - August 2008
Skills
Investments, Asset Allocation, Portfolio Management, Mutual Funds, Emerging Markets, Financial Modeling, Equities, Asset Managment, Fixed Income, Wealth Management, Investment Strategies, Investment Management, Investment Advisory, Hedge Funds, Valuation, Asset Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Investment Management
University of Southern California 1999 — 2003
Bachelor of Science, Finance
Episcopal High School, Baton Rouge, LA 1995 — 1999
Jody Farquhar, CFA Jody Farquhar, CFA's MBA Investment Fund, LLC Experience October 2008 - August 2010
Job Hedge Fund Analyst
Industry Financial Services
Experience
Ashford Investment Management February 2014 - Present
Texas Capital Bank March 2013 - August 2013
Jefferies & Company August 2010 - February 2013
MBA Investment Fund, LLC October 2008 - August 2010
Cimarron Asset Management May 2009 - August 2009
Jefferies and Company September 2005 - November 2007
Penson Financial Services November 1999 - September 2005
Skills
Equities, Fixed Income, Finance, Analysis, Business Intelligence, Microsoft Excel, Research, Leadership, Value Investing, Valuation, Financial Analysis, Investments, Competitive Analysis, Portfolio Management
Education
THE UNIVERSITY OF TEXAS AT AUSTIN, McCombs School of Business 2008 — 2010
Masters, MBA-Finance
University of North Texas 1995 — 1999
BBA, Economics
Austin College
CFA Institute
CFA Charterholder, Finance
Celina
Celina High School
Ashford Investment Management February 2014 - Present
Texas Capital Bank March 2013 - August 2013
Jefferies & Company August 2010 - February 2013
MBA Investment Fund, LLC October 2008 - August 2010
Cimarron Asset Management May 2009 - August 2009
Jefferies and Company September 2005 - November 2007
Penson Financial Services November 1999 - September 2005
Skills
Equities, Fixed Income, Finance, Analysis, Business Intelligence, Microsoft Excel, Research, Leadership, Value Investing, Valuation, Financial Analysis, Investments, Competitive Analysis, Portfolio Management
Education
THE UNIVERSITY OF TEXAS AT AUSTIN, McCombs School of Business 2008 — 2010
Masters, MBA-Finance
University of North Texas 1995 — 1999
BBA, Economics
Austin College
CFA Institute
CFA Charterholder, Finance
Celina
Celina High School
Ashley Martin Ashley Martin's MBA Investment Fund, LLC Experience November 2012 - May 2014
Job Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company October 2014 - Present
MBA Investment Fund, LLC November 2012 - May 2014
Bain & Company June 2013 - August 2013
The University of Texas McCombs School of Business July 2011 - August 2012
ArtsBoston September 2009 - July 2011
Canine Health Institute December 2007 - September 2009
Skills
Strategy, Competitive Analysis, Email Marketing, Start-ups, Marketing, Social Media, Project Management, Program Management, Public Relations, Business Planning, Marketing Research, Investments, Financial Analysis, Marketing Strategy, Entrepreneurship, Financial Modeling
Education
The University of Texas at Austin - Red McCombs School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
New England Conservatory of Music 2009 — 2011
Master of Music
Belmont University 2004 — 2008
Bachelor of Music, Minor in Entrepreneurship
Bain & Company October 2014 - Present
MBA Investment Fund, LLC November 2012 - May 2014
Bain & Company June 2013 - August 2013
The University of Texas McCombs School of Business July 2011 - August 2012
ArtsBoston September 2009 - July 2011
Canine Health Institute December 2007 - September 2009
Skills
Strategy, Competitive Analysis, Email Marketing, Start-ups, Marketing, Social Media, Project Management, Program Management, Public Relations, Business Planning, Marketing Research, Investments, Financial Analysis, Marketing Strategy, Entrepreneurship, Financial Modeling
Education
The University of Texas at Austin - Red McCombs School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
New England Conservatory of Music 2009 — 2011
Master of Music
Belmont University 2004 — 2008
Bachelor of Music, Minor in Entrepreneurship
Aaron Olson Aaron Olson's MBA Investment Fund, LLC Experience 2011 - 2013
Job Regional Director at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors August 2013 - Present
MBA Investment Fund, LLC 2011 - 2013
J.P. Morgan June 2012 - August 2012
K Olson, Inc. April 2009 - August 2011
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
Master, Business Administration
Brigham Young University 2007 — 2009
BS, Finance
Northern State University 2006 — 2007
AS, General Studies
Dimensional Fund Advisors August 2013 - Present
MBA Investment Fund, LLC 2011 - 2013
J.P. Morgan June 2012 - August 2012
K Olson, Inc. April 2009 - August 2011
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
Master, Business Administration
Brigham Young University 2007 — 2009
BS, Finance
Northern State University 2006 — 2007
AS, General Studies
Earl Lee Earl Lee's MBA Investment Fund, LLC Experience March 2011 - May 2012
Job Equity Research Associate at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets 2014 - Present
Nomura Securities June 2011 - 2013
MBA Investment Fund, LLC March 2011 - May 2012
Samsung Austin Semiconductor January 2009 - August 2010
Samsung Austin Semiconductor July 2007 - December 2008
General Motors May 2006 - August 2006
Skills
Chartered Financial..., Financial Modeling, Valuation, Financial Analysis, Cross-functional Team..., Data Analysis, Corporate Finance, VBA, Six Sigma, Forecasting, Business Strategy, Project Management, Analytics, Management, Risk Management, Strategy, Investment Banking, Leadership, Business Analysis, Mergers & Acquisitions, Investments, Portfolio Management, Equity Research, Investment Management, Capital Markets, Asset Management, Investment Strategies
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA, Finance
Purdue University 2003 — 2007
Bachelor of Science, Industrial Engineering
BMO Capital Markets 2014 - Present
Nomura Securities June 2011 - 2013
MBA Investment Fund, LLC March 2011 - May 2012
Samsung Austin Semiconductor January 2009 - August 2010
Samsung Austin Semiconductor July 2007 - December 2008
General Motors May 2006 - August 2006
Skills
Chartered Financial..., Financial Modeling, Valuation, Financial Analysis, Cross-functional Team..., Data Analysis, Corporate Finance, VBA, Six Sigma, Forecasting, Business Strategy, Project Management, Analytics, Management, Risk Management, Strategy, Investment Banking, Leadership, Business Analysis, Mergers & Acquisitions, Investments, Portfolio Management, Equity Research, Investment Management, Capital Markets, Asset Management, Investment Strategies
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA, Finance
Purdue University 2003 — 2007
Bachelor of Science, Industrial Engineering
Abdul Zakaria Abdul Zakaria's MBA Investment Fund, LLC Experience November 2013 - May 2015
Job Associate at GE Energy Financial Services
Industry Financial Services
Experience
GE Capital July 2015 - Present
MBA Investment Fund, LLC November 2013 - May 2015
Strategy&, part of the PwC network (formerly Booz & Company) June 2014 - August 2014
Stout Risius Ross (formerly HFBE) June 2010 - June 2013
Oppenheimer & Co. March 2009 - April 2009
Skills
Business Valuation, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Strategic Financial..., Capital IQ, Financial Reporting
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of Houston 2006 — 2010
BBA/BS(Hons), Accounting and Economics
GE Capital July 2015 - Present
MBA Investment Fund, LLC November 2013 - May 2015
Strategy&, part of the PwC network (formerly Booz & Company) June 2014 - August 2014
Stout Risius Ross (formerly HFBE) June 2010 - June 2013
Oppenheimer & Co. March 2009 - April 2009
Skills
Business Valuation, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Strategic Financial..., Capital IQ, Financial Reporting
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of Houston 2006 — 2010
BBA/BS(Hons), Accounting and Economics
Conor Feeney's MBA Investment Fund, LLC Experience November 2013 - May 2015
Job Investment Banking Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
MBA Investment Fund, LLC November 2013 - May 2015
J.P. Morgan June 2014 - August 2014
Toopher May 2013 - July 2013
Merrill Lynch September 2011 - March 2013
Morgan Stanley Private Wealth Management June 2010 - August 2010
PF Gold Clover, LLC July 2009 - August 2009
Skills
Investments, Equities, Financial Modeling, Trading, Mutual Funds, Investment Banking, Valuation, Investment Strategies, Management, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
Gonzaga University 2007 — 2011
B.A., Finance and Economics
J.P. Morgan July 2015 - Present
MBA Investment Fund, LLC November 2013 - May 2015
J.P. Morgan June 2014 - August 2014
Toopher May 2013 - July 2013
Merrill Lynch September 2011 - March 2013
Morgan Stanley Private Wealth Management June 2010 - August 2010
PF Gold Clover, LLC July 2009 - August 2009
Skills
Investments, Equities, Financial Modeling, Trading, Mutual Funds, Investment Banking, Valuation, Investment Strategies, Management, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
Gonzaga University 2007 — 2011
B.A., Finance and Economics
Flavia de la Fuente Flavia de la Fuente's MBA Investment Fund, LLC Experience 2013 - Present
Job Investments Analyst at Employees Retirement System of Texas
Industry Financial Services
Experience
Employees Retirement System of Texas April 2015 - Present
MBA Investment Fund, LLC 2013 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Sierra Club January 2012 - May 2013
Sierra Club June 2010 - January 2012
Skills
Leadership, Strategy, Team Leadership, Financial Modeling, Team Management, Nonprofits, Community Outreach, Financial Analysis, Public Speaking, Grassroots, Virtual Teams, Research, valuation, Bloomberg Terminal, Morningstar Direct, Fundraising, Distributed Team...
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
MBA, Investment Management
University of California, Los Angeles 2006 — 2010
B.A., Political Science
Pontificia Universidad Católica de Chile 2009 — 2009
Political Science, Political Science and Government
Employees Retirement System of Texas April 2015 - Present
MBA Investment Fund, LLC 2013 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Sierra Club January 2012 - May 2013
Sierra Club June 2010 - January 2012
Skills
Leadership, Strategy, Team Leadership, Financial Modeling, Team Management, Nonprofits, Community Outreach, Financial Analysis, Public Speaking, Grassroots, Virtual Teams, Research, valuation, Bloomberg Terminal, Morningstar Direct, Fundraising, Distributed Team...
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
MBA, Investment Management
University of California, Los Angeles 2006 — 2010
B.A., Political Science
Pontificia Universidad Católica de Chile 2009 — 2009
Political Science, Political Science and Government
Daniel Bray Daniel Bray's MBA Investment Fund, LLC Experience November 2012 - May 2014
Job Healthcare Investment Banking Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Troubadour Capital, LLC September 2013 - August 2014
MBA Investment Fund, LLC November 2012 - May 2014
McCombs School of Business July 2012 - May 2014
Morgan Stanley June 2013 - August 2013
BNP Paribas October 2008 - July 2012
Bank of America June 2007 - October 2008
Skills
Hedge Funds, Bloomberg, Alternative Investments, Valuation, Equities, Capital Markets, Fixed Income, Investment Banking, Financial Modeling, Private Equity, Equity Research, Derivatives, Asset Management, Investments, Portfolio Management, Corporate Finance, Structured Products, Asset Allocation, Series 7, Securities
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Wake Forest University 2003 — 2007
Bachelor's degree, History
Morgan Stanley August 2014 - Present
Troubadour Capital, LLC September 2013 - August 2014
MBA Investment Fund, LLC November 2012 - May 2014
McCombs School of Business July 2012 - May 2014
Morgan Stanley June 2013 - August 2013
BNP Paribas October 2008 - July 2012
Bank of America June 2007 - October 2008
Skills
Hedge Funds, Bloomberg, Alternative Investments, Valuation, Equities, Capital Markets, Fixed Income, Investment Banking, Financial Modeling, Private Equity, Equity Research, Derivatives, Asset Management, Investments, Portfolio Management, Corporate Finance, Structured Products, Asset Allocation, Series 7, Securities
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Wake Forest University 2003 — 2007
Bachelor's degree, History
Andrew Boone, CFA Andrew Boone, CFA's MBA Investment Fund, LLC Experience April 2011 - March 2012
Job Associate, Internet Equity Research at JMP Securities
Industry Financial Services
Experience
JMP Group November 2013 - Present
Grant Thornton LLP September 2012 - September 2013
MBA Investment Fund, LLC April 2011 - March 2012
Nomura June 2011 - July 2011
Mosaic Financial Partners 2007 - 2010
Skills
Investment Management, Financial Analysis, Financial Modeling, Valuation, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA
University of Southern California
BA, Economics
JMP Group November 2013 - Present
Grant Thornton LLP September 2012 - September 2013
MBA Investment Fund, LLC April 2011 - March 2012
Nomura June 2011 - July 2011
Mosaic Financial Partners 2007 - 2010
Skills
Investment Management, Financial Analysis, Financial Modeling, Valuation, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA
University of Southern California
BA, Economics
Zachary Rollins, CFA's MBA Investment Fund, LLC Experience November 2011 - March 2013
Job Investment Analyst at Bohemian Asset Management
Industry Investment Management
Experience
Bohemian Asset Management November 2014 - Present
U.S. Capital Advisors LLC August 2013 - October 2014
McCombs School of Business August 2011 - May 2013
MBA Investment Fund LLC November 2011 - March 2013
Hersh Family Investments June 2012 - August 2012
Fidelity Investments August 2009 - June 2011
Fidelity Investments May 2008 - August 2009
JPMorgan Chase May 2007 - August 2007
Skills
Portfolio Management, Finance, Financial Analysis, Bloomberg, Valuation, Investments, Financial Modeling, Equity Research, Financial Risk, Awesomeness, Securities, Capital Markets, Due Diligence, Securities License, Investment Management, Investment Valuation, Series 7, Sales, Equities, Equity Valuation, Olympic Lifting, Asset Management, Asset Allocation, Investment Strategies, Hedge Funds, Private Equity, Alternative Investments, Corporate Finance, Investment Banking, Bloomberg Terminal, Chartered Financial...
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA
Miami University 2004 — 2008
Finance
Bohemian Asset Management November 2014 - Present
U.S. Capital Advisors LLC August 2013 - October 2014
McCombs School of Business August 2011 - May 2013
MBA Investment Fund LLC November 2011 - March 2013
Hersh Family Investments June 2012 - August 2012
Fidelity Investments August 2009 - June 2011
Fidelity Investments May 2008 - August 2009
JPMorgan Chase May 2007 - August 2007
Skills
Portfolio Management, Finance, Financial Analysis, Bloomberg, Valuation, Investments, Financial Modeling, Equity Research, Financial Risk, Awesomeness, Securities, Capital Markets, Due Diligence, Securities License, Investment Management, Investment Valuation, Series 7, Sales, Equities, Equity Valuation, Olympic Lifting, Asset Management, Asset Allocation, Investment Strategies, Hedge Funds, Private Equity, Alternative Investments, Corporate Finance, Investment Banking, Bloomberg Terminal, Chartered Financial...
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA
Miami University 2004 — 2008
Finance
Alex Kronauer's MBA Investment Fund, LLC Experience November 2009 - May 2011
Job Senior Financial Analyst at CyrusOne
Industry Financial Services
Experience
CyrusOne June 2014 - Present
CyrusOne October 2012 - May 2014
TXU July 2011 - October 2012
MBA Investment Fund, LLC November 2009 - May 2011
Employees Retirement System of Texas 2010 - 2010
State Street Bank August 2005 - June 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2011
MBA
Colby College 2001 — 2005
LFHS
CyrusOne June 2014 - Present
CyrusOne October 2012 - May 2014
TXU July 2011 - October 2012
MBA Investment Fund, LLC November 2009 - May 2011
Employees Retirement System of Texas 2010 - 2010
State Street Bank August 2005 - June 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2011
MBA
Colby College 2001 — 2005
LFHS
Kullen Kifer, CFA Kullen Kifer, CFA's MBA Investment Fund, LLC Experience 2007 - 2009
Job CFO at Tiff's Treats Cookie Delivery
Industry Retail
Experience
Tiff's Treats February 2012 - Present
Austin Acquisitions, LLC January 2011 - December 2011
First Turn Strategies, LLC January 2011 - December 2011
Smith Group Asset Management January 2010 - December 2010
Tiff's Treats 2001 - December 2010
Cimarron Asset Management, LLC August 2009 - January 2010
MBA Investment Fund, LLC 2007 - 2009
Banc of America Securities August 2003 - June 2007
Skills
Financial Modeling
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2009
MBA, Finance
The University of Texas at Austin 1999 — 2003
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA, Business Finance
Tiff's Treats February 2012 - Present
Austin Acquisitions, LLC January 2011 - December 2011
First Turn Strategies, LLC January 2011 - December 2011
Smith Group Asset Management January 2010 - December 2010
Tiff's Treats 2001 - December 2010
Cimarron Asset Management, LLC August 2009 - January 2010
MBA Investment Fund, LLC 2007 - 2009
Banc of America Securities August 2003 - June 2007
Skills
Financial Modeling
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2009
MBA, Finance
The University of Texas at Austin 1999 — 2003
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA, Business Finance
Shahrom Roshani, CFA Shahrom Roshani, CFA's MBA Investment Fund, LLC Experience 2008 - 2010
Job Treasury Manager, FX Risk Management at Gap Inc.
Industry Retail
Experience
Gap Inc. 2015 - Present
Gap Inc. 2013 - 2015
Gap Inc. 2011 - 2013
MBA Investment Fund, LLC 2008 - 2010
Time Value of Money, LP 2009 - 2009
Dimensional Fund Advisors 2005 - 2008
Nebraska Book Company Neebo 2004 - 2005
Skills
Financial Modeling, Finance, Forecasting, Accounting, Capital Markets, Investments, Valuation, Financial Analysis, Competitive Analysis, Analytics, Microsoft Word, Market Research, Budgets, Capital Forecasting, Capital Budgeting, Capital Allocation, Chartered Financial..., Access, VBA, Excel, PowerPoint, Word, Capital IQ, Bloomberg, Factset, FX Hedging, FX Options, FX Derivatives, FX Swaps, Foreign Exchange, Foreign Exchange Risk...
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Finance & Investment Management
University of California, Berkeley 2000 — 2004
BA, Economics
Gap Inc. 2015 - Present
Gap Inc. 2013 - 2015
Gap Inc. 2011 - 2013
MBA Investment Fund, LLC 2008 - 2010
Time Value of Money, LP 2009 - 2009
Dimensional Fund Advisors 2005 - 2008
Nebraska Book Company Neebo 2004 - 2005
Skills
Financial Modeling, Finance, Forecasting, Accounting, Capital Markets, Investments, Valuation, Financial Analysis, Competitive Analysis, Analytics, Microsoft Word, Market Research, Budgets, Capital Forecasting, Capital Budgeting, Capital Allocation, Chartered Financial..., Access, VBA, Excel, PowerPoint, Word, Capital IQ, Bloomberg, Factset, FX Hedging, FX Options, FX Derivatives, FX Swaps, Foreign Exchange, Foreign Exchange Risk...
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Finance & Investment Management
University of California, Berkeley 2000 — 2004
BA, Economics
Rob Bessett, CFA's MBA Investment Fund, LLC Experience November 2005 - May 2007
Job Define expect create
Industry Financial Services
Experience
Dimensional Fund Advisors January 2015 - September 2015
Dimensional Fund Advisors January 2010 - January 2015
Dimensional Fund Advisors June 2007 - December 2009
MBA Investment Fund, LLC November 2005 - May 2007
University of Texas 2006 - 2007
Goldman Sachs June 2006 - August 2006
DSWA, LLC February 2004 - June 2005
BOC Edwards Kachina April 2002 - February 2004
Skills
Investment Management, Investment Strategies, Financial Advisory, Capital Markets, Asset Management, Asset Allocation, Investments, Portfolio Management, Wealth Management, Mutual Funds, Financial Modeling, Strategic Financial..., Valuation, Alternative Investments, Fixed Income, Retirement Planning, Asset Managment
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
Master of Business Administration, Finance & Investment Management
University of Arizona, Eller College of Management 2000 — 2001
Associates in Technology Transfer, Entrepreneurship
University of Arizona 1996 — 2001
Bachelor of Science, Chemical Engineering
Blue Ridge High School
High School
Dimensional Fund Advisors January 2015 - September 2015
Dimensional Fund Advisors January 2010 - January 2015
Dimensional Fund Advisors June 2007 - December 2009
MBA Investment Fund, LLC November 2005 - May 2007
University of Texas 2006 - 2007
Goldman Sachs June 2006 - August 2006
DSWA, LLC February 2004 - June 2005
BOC Edwards Kachina April 2002 - February 2004
Skills
Investment Management, Investment Strategies, Financial Advisory, Capital Markets, Asset Management, Asset Allocation, Investments, Portfolio Management, Wealth Management, Mutual Funds, Financial Modeling, Strategic Financial..., Valuation, Alternative Investments, Fixed Income, Retirement Planning, Asset Managment
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
Master of Business Administration, Finance & Investment Management
University of Arizona, Eller College of Management 2000 — 2001
Associates in Technology Transfer, Entrepreneurship
University of Arizona 1996 — 2001
Bachelor of Science, Chemical Engineering
Blue Ridge High School
High School
Katherine Rose's MBA Investment Fund, LLC Experience November 2010 - March 2012
Job Riveron Consulting
Industry Financial Services
Experience
Riveron Consulting September 2014 - Present
Goldman Sachs June 2011 - July 2014
The University of Texas at Austin May 2010 - May 2012
MBA Investment Fund, LLC November 2010 - March 2012
Gerson Lehrman Group June 2007 - May 2010
Texas State Representative Pete Gallego January 2007 - June 2007
Skills
Financial Modeling, Data Analysis, Market Research, Research, Business Strategy, Strategic Planning, Management Consulting, Competitive Analysis, Financial Analysis, Marketing Strategy, Project Management, Public Speaking, Investments, Analysis, Portfolio Management, Management, Risk Management
Education
The University of Texas at Austin 2010 — 2012
Master of Business Administration (MBA), Finance
The University of Texas at Austin 2002 — 2006
Bachelor of Business Administration (BBA), International Business
Riveron Consulting September 2014 - Present
Goldman Sachs June 2011 - July 2014
The University of Texas at Austin May 2010 - May 2012
MBA Investment Fund, LLC November 2010 - March 2012
Gerson Lehrman Group June 2007 - May 2010
Texas State Representative Pete Gallego January 2007 - June 2007
Skills
Financial Modeling, Data Analysis, Market Research, Research, Business Strategy, Strategic Planning, Management Consulting, Competitive Analysis, Financial Analysis, Marketing Strategy, Project Management, Public Speaking, Investments, Analysis, Portfolio Management, Management, Risk Management
Education
The University of Texas at Austin 2010 — 2012
Master of Business Administration (MBA), Finance
The University of Texas at Austin 2002 — 2006
Bachelor of Business Administration (BBA), International Business
Rajansh Miglani's MBA Investment Fund, LLC Experience November 2009 - February 2011
Job Research Analyst
Industry Investment Management
Experience
Alpha Capital Management July 2012 - Present
Rogge Capital Management March 2011 - May 2012
MBA Investment Fund, LLC November 2009 - February 2011
Credit Suisse June 2010 - August 2010
Citigroup June 2006 - July 2009
Skills
Valuation, Equity Research, Financial Modeling, Financial Analysis, Technology, Buy-side, Portfolio Management, Equities, Business Analysis, Bloomberg
Education
Delhi College of Engineering
Bachelor, Electrical Engineering
The University of Texas at Austin - The Red McCombs School of Business
MBA, Finance
Alpha Capital Management July 2012 - Present
Rogge Capital Management March 2011 - May 2012
MBA Investment Fund, LLC November 2009 - February 2011
Credit Suisse June 2010 - August 2010
Citigroup June 2006 - July 2009
Skills
Valuation, Equity Research, Financial Modeling, Financial Analysis, Technology, Buy-side, Portfolio Management, Equities, Business Analysis, Bloomberg
Education
Delhi College of Engineering
Bachelor, Electrical Engineering
The University of Texas at Austin - The Red McCombs School of Business
MBA, Finance
Brad McMurray's MBA Investment Fund, LLC Experience November 2010 - May 2012
Job CFO, Commercial at Tesoro Corporation
Industry Oil & Energy
Experience
Tesoro Corporation March 2015 - Present
Tesoro November 2013 - March 2015
Wood Mackenzie July 2012 - November 2013
MBA Investment Fund, LLC November 2010 - May 2012
Tesoro September 2009 - July 2010
Tesoro Corporation October 2007 - August 2009
Tesoro January 2006 - September 2007
Skills
Financial Modeling, Strategy, Valuation, Corporate Finance, Analysis, Portfolio Management, Investments, Analytics, Strategic Planning, Financial Analysis, Energy, Due Diligence, Business Strategy, Competitive Analysis, Management, Management Consulting, Mergers, Venture Capital, Mergers & Acquisitions
Education
The University of Texas at Austin 2010 — 2012
Master of Business Administration (MBA)
The University of Texas at Austin 2001 — 2006
Bachelor of Arts (B.A.)
Tesoro Corporation March 2015 - Present
Tesoro November 2013 - March 2015
Wood Mackenzie July 2012 - November 2013
MBA Investment Fund, LLC November 2010 - May 2012
Tesoro September 2009 - July 2010
Tesoro Corporation October 2007 - August 2009
Tesoro January 2006 - September 2007
Skills
Financial Modeling, Strategy, Valuation, Corporate Finance, Analysis, Portfolio Management, Investments, Analytics, Strategic Planning, Financial Analysis, Energy, Due Diligence, Business Strategy, Competitive Analysis, Management, Management Consulting, Mergers, Venture Capital, Mergers & Acquisitions
Education
The University of Texas at Austin 2010 — 2012
Master of Business Administration (MBA)
The University of Texas at Austin 2001 — 2006
Bachelor of Arts (B.A.)
Natasha Cupps's MBA Investment Fund, LLC Experience December 2011 - May 2013
Job Director of Public Markets & Marketable Alternatives at University of Illinois Foundation
Industry Investment Management
Experience
University of Illinois Foundation August 2015 - Present
Vanderbilt University December 2013 - July 2015
MBA Investment Fund, LLC December 2011 - May 2013
University of Texas Investment Management Company (UTIMCO) March 2008 - July 2011
DUMAC, LLC January 2006 - January 2008
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA, Finance / Investment Management
University of Missouri-Columbia
A.B., History
CFA Institute
Passed the Level 2 exam in the Chartered Financial Analyst Institute Program
University of Illinois Foundation August 2015 - Present
Vanderbilt University December 2013 - July 2015
MBA Investment Fund, LLC December 2011 - May 2013
University of Texas Investment Management Company (UTIMCO) March 2008 - July 2011
DUMAC, LLC January 2006 - January 2008
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA, Finance / Investment Management
University of Missouri-Columbia
A.B., History
CFA Institute
Passed the Level 2 exam in the Chartered Financial Analyst Institute Program