Minutemen Equity Fund
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Minutemen Equity Fund Employees
Employee
Years
Job
Industry
Alex Swanton Alex Swanton's Minutemen Equity Fund Experience January 2011 - May 2013
Job Senior Actuarial Analyst at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance January 2015 - Present
Liberty Mutual Insurance June 2013 - Present
Liberty Mutual Insurance June 2013 - December 2014
Minutemen Equity Fund January 2011 - May 2013
Liberty Mutual Insurance June 2012 - August 2012
University of Massachusetts Amherst Annual Fund December 2010 - May 2012
University of Massachusetts Amherst Annual Fund October 2009 - December 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Equity Research, Microsoft Word, Financial Modeling, Research, Equity Valuation, Statistics, Financial Analysis, Economics, Time Management, Social Media, Data Analysis, Fundraising, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Operations Management
Liberty Mutual Insurance January 2015 - Present
Liberty Mutual Insurance June 2013 - Present
Liberty Mutual Insurance June 2013 - December 2014
Minutemen Equity Fund January 2011 - May 2013
Liberty Mutual Insurance June 2012 - August 2012
University of Massachusetts Amherst Annual Fund December 2010 - May 2012
University of Massachusetts Amherst Annual Fund October 2009 - December 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Equity Research, Microsoft Word, Financial Modeling, Research, Equity Valuation, Statistics, Financial Analysis, Economics, Time Management, Social Media, Data Analysis, Fundraising, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Operations Management
Kelly O'Kane Kelly O'Kane's Minutemen Equity Fund Experience September 2009 - May 2010
Job MBA Candidate at Stanford Graduate School of Business
Industry Venture Capital & Private Equity
Experience
Oportun July 2015 - August 2015
Institutional Venture Partners (IVP) July 2014 - June 2015
NextGen Partners January 2014 - June 2015
Institutional Venture Partners (IVP) August 2012 - July 2014
Piper Jaffray July 2010 - June 2012
Minutemen Equity Fund September 2009 - May 2010
UMass Finance Society February 2007 - May 2010
Piper Jaffray June 2009 - August 2009
Odyssey Financial Management June 2008 - July 2008
Skills
Valuation, Financial Modeling, Investments, Equity Research
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Isenberg School of Management, UMass Amherst 2006 — 2010
BBA, Finance, Japanese
Oportun July 2015 - August 2015
Institutional Venture Partners (IVP) July 2014 - June 2015
NextGen Partners January 2014 - June 2015
Institutional Venture Partners (IVP) August 2012 - July 2014
Piper Jaffray July 2010 - June 2012
Minutemen Equity Fund September 2009 - May 2010
UMass Finance Society February 2007 - May 2010
Piper Jaffray June 2009 - August 2009
Odyssey Financial Management June 2008 - July 2008
Skills
Valuation, Financial Modeling, Investments, Equity Research
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Isenberg School of Management, UMass Amherst 2006 — 2010
BBA, Finance, Japanese
Brian Young Brian Young's Minutemen Equity Fund Experience January 2011 - May 2013
Job Finance & Strategy at The Trade Desk
Industry Internet
Experience
The Trade Desk, Inc. August 2015 - Present
Miller Buckfire July 2013 - August 2015
Minutemen Equity Fund January 2011 - May 2013
Miller Buckfire May 2012 - August 2012
UMass Amherst Investment Club April 2011 - August 2012
Andera December 2010 - September 2011
Education
University of Massachusetts, Amherst 2009 — 2013
Eugene M. Isenberg School of Management, BBA in Finance; Minor in Economics, GPA: 3.93 / 4.00
The Trade Desk, Inc. August 2015 - Present
Miller Buckfire July 2013 - August 2015
Minutemen Equity Fund January 2011 - May 2013
Miller Buckfire May 2012 - August 2012
UMass Amherst Investment Club April 2011 - August 2012
Andera December 2010 - September 2011
Education
University of Massachusetts, Amherst 2009 — 2013
Eugene M. Isenberg School of Management, BBA in Finance; Minor in Economics, GPA: 3.93 / 4.00
Bennett Evans's Minutemen Equity Fund Experience September 2014 - Present
Job Investment Grade Research Intern at Babson Capital Management
Industry Financial Services
Experience
Minutemen Equity Fund September 2014 - Present
Isenberg School of Management, UMass Amherst January 2014 - Present
Babson Capital Management June 2015 - August 2015
State Street August 2014 - November 2014
Liberty Mutual Insurance June 2014 - August 2014
Isenberg School of Management, UMass Amherst January 2014 - May 2014
TGI Fridays June 2013 - January 2014
Abercrombie & Fitch November 2010 - August 2013
Skills
Microsoft Excel, Access, PowerPoint, Teamwork, Microsoft Office, Investments, Valuation, Communication Skills, Data Analysis, Presentation Skills, Bloomberg
Education
University of Massachusetts, Amherst 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Economics Double Major, 3.8 GPA
Minutemen Equity Fund September 2014 - Present
Isenberg School of Management, UMass Amherst January 2014 - Present
Babson Capital Management June 2015 - August 2015
State Street August 2014 - November 2014
Liberty Mutual Insurance June 2014 - August 2014
Isenberg School of Management, UMass Amherst January 2014 - May 2014
TGI Fridays June 2013 - January 2014
Abercrombie & Fitch November 2010 - August 2013
Skills
Microsoft Excel, Access, PowerPoint, Teamwork, Microsoft Office, Investments, Valuation, Communication Skills, Data Analysis, Presentation Skills, Bloomberg
Education
University of Massachusetts, Amherst 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Economics Double Major, 3.8 GPA
Andrew Giordano's Minutemen Equity Fund Experience January 2011 - May 2012
Job Senior Consultant | Workday Financial Management at IBM
Industry Management Consulting
Experience
IBM August 2014 - Present
IBM October 2012 - May 2014
Minutemen Equity Fund January 2011 - May 2012
Merrill Lynch June 2011 - August 2011
Mountainside Hospital May 2011 - July 2011
New Jersey MLB June 2010 - September 2010
Skills
Workday, ERP, Investments, Financial Modeling, Equity Valuation, Management, Financial Analysis, Microsoft Office, Analysis, Equity Research, Consulting, Microsoft Excel, Public Speaking, PowerPoint, Business Analysis, Social Media, Leadership, Microsoft Word, Social Networking
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
BBA, Finance, Sports Management
IBM August 2014 - Present
IBM October 2012 - May 2014
Minutemen Equity Fund January 2011 - May 2012
Merrill Lynch June 2011 - August 2011
Mountainside Hospital May 2011 - July 2011
New Jersey MLB June 2010 - September 2010
Skills
Workday, ERP, Investments, Financial Modeling, Equity Valuation, Management, Financial Analysis, Microsoft Office, Analysis, Equity Research, Consulting, Microsoft Excel, Public Speaking, PowerPoint, Business Analysis, Social Media, Leadership, Microsoft Word, Social Networking
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
BBA, Finance, Sports Management
Jordan Coleman's Minutemen Equity Fund Experience September 2013 - Present
Job President of the Minutemen Equity Fund
Industry Financial Services
Experience
Minutemen Equity Fund September 2013 - Present
Piper Jaffray May 2015 - August 2015
Liberty Mutual Insurance May 2014 - August 2014
Tatum, a Randstad Company July 2013 - August 2013
Office of Massachusetts House Republican Leader Brad Jones May 2013 - August 2013
Education
University of Massachusetts, Amherst 2012 — 2016
Finance & Mathematics
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Reading Memorial High School 2008 — 2012
Minutemen Equity Fund September 2013 - Present
Piper Jaffray May 2015 - August 2015
Liberty Mutual Insurance May 2014 - August 2014
Tatum, a Randstad Company July 2013 - August 2013
Office of Massachusetts House Republican Leader Brad Jones May 2013 - August 2013
Education
University of Massachusetts, Amherst 2012 — 2016
Finance & Mathematics
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Reading Memorial High School 2008 — 2012
Nicole Bisson Nicole Bisson's Minutemen Equity Fund Experience September 2013 - May 2015
Job Investment Analytics and Communication Business Associate at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2015 - Present
Minutemen Equity Fund September 2013 - May 2015
JPMorgan Chase June 2014 - August 2014
Isenberg School of Management, UMass Amherst September 2013 - May 2014
State Street January 2013 - May 2014
NGP Management June 2012 - August 2012
Dolce Freddo Gelato March 2009 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Time Management, Leadership, Data Analysis, Access, Inventory Management, Facebook, Outlook, Budgets, Policy, Management, Analysis, Fundraising, Customer Satisfaction, Economics, Financial Analysis, Critical Thinking, Strategic Planning, Team Leadership, Team Building, Social Networking, Accounting, Event Management
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Central Catholic High School 2008 — 2011
Wellington Management July 2015 - Present
Minutemen Equity Fund September 2013 - May 2015
JPMorgan Chase June 2014 - August 2014
Isenberg School of Management, UMass Amherst September 2013 - May 2014
State Street January 2013 - May 2014
NGP Management June 2012 - August 2012
Dolce Freddo Gelato March 2009 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Time Management, Leadership, Data Analysis, Access, Inventory Management, Facebook, Outlook, Budgets, Policy, Management, Analysis, Fundraising, Customer Satisfaction, Economics, Financial Analysis, Critical Thinking, Strategic Planning, Team Leadership, Team Building, Social Networking, Accounting, Event Management
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Central Catholic High School 2008 — 2011
Michael Seltzer's Minutemen Equity Fund Experience January 2013 - May 2014
Job Public Finance Sales Assistant at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
Minutemen Equity Fund January 2013 - May 2014
State Street September 2012 - May 2013
Auction.com May 2012 - August 2012
Skills
Project Management, Investments, Equities
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance
J.P. Morgan June 2014 - Present
Minutemen Equity Fund January 2013 - May 2014
State Street September 2012 - May 2013
Auction.com May 2012 - August 2012
Skills
Project Management, Investments, Equities
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Steven Reece Steven Reece's Minutemen Equity Fund Experience September 2011 - May 2012
Job Equity Research Associate at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2013 - Present
Eaton Vance May 2012 - June 2013
Minutemen Equity Fund September 2011 - May 2012
Coca-Cola Refreshments September 2010 - May 2012
Eaton Vance June 2011 - September 2011
Atlantica/Olde Salt House September 2007 - April 2011
Skills
Financial Modeling, Equity Research, Microsoft Excel, Equity Valuation, VBA
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Operations Management
Catholic Memorial High School
Eaton Vance June 2013 - Present
Eaton Vance May 2012 - June 2013
Minutemen Equity Fund September 2011 - May 2012
Coca-Cola Refreshments September 2010 - May 2012
Eaton Vance June 2011 - September 2011
Atlantica/Olde Salt House September 2007 - April 2011
Skills
Financial Modeling, Equity Research, Microsoft Excel, Equity Valuation, VBA
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Operations Management
Catholic Memorial High School
Boris Domantovsky Boris Domantovsky's Minutemen Equity Fund Experience January 2009 - May 2010
Job Fund Accountant at Neuberger Berman
Industry Banking
Experience
Neuberger Berman January 2014 - Present
BNY Mellon October 2012 - December 2013
Democracy At Work October 2010 - May 2012
GameStop January 2011 - May 2011
Minutemen Equity Fund January 2009 - May 2010
University of Massachusetts Amherst January 2008 - May 2010
Skills
Macroeconomics, Microsoft Office, SAS, Microsoft Excel, Bloomberg Terminal, VBA, PowerPoint, HTML, Microsoft Word, Python, Drupal, Wordpress, Morningstar, Microeconomics, Environmental Economics, Russian, Mutual Funds, Workbench, InvestOne, Equity Derivatives, Derivatives, Foreign Currency, Foreign Currency..., Dividend Policy, Dividends, Account Reconciliation
Education
Isenberg School of Management, UMass Amherst 2007 — 2010
BBA, Finance, Economics, Information Technology
University of Massachusetts, Amherst 2006 — 2010
BBA, Finance, Economics, Information Technology
Neuberger Berman January 2014 - Present
BNY Mellon October 2012 - December 2013
Democracy At Work October 2010 - May 2012
GameStop January 2011 - May 2011
Minutemen Equity Fund January 2009 - May 2010
University of Massachusetts Amherst January 2008 - May 2010
Skills
Macroeconomics, Microsoft Office, SAS, Microsoft Excel, Bloomberg Terminal, VBA, PowerPoint, HTML, Microsoft Word, Python, Drupal, Wordpress, Morningstar, Microeconomics, Environmental Economics, Russian, Mutual Funds, Workbench, InvestOne, Equity Derivatives, Derivatives, Foreign Currency, Foreign Currency..., Dividend Policy, Dividends, Account Reconciliation
Education
Isenberg School of Management, UMass Amherst 2007 — 2010
BBA, Finance, Economics, Information Technology
University of Massachusetts, Amherst 2006 — 2010
BBA, Finance, Economics, Information Technology
Eileen McDonald Eileen McDonald's Minutemen Equity Fund Experience May 2013 - Present
Job Incoming Sales & Trading Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
Minutemen Equity Fund May 2013 - Present
NCAA Division I Athletics September 2012 - Present
Hartford Investment Management May 2014 - August 2014
Thing 5, LLC June 2013 - August 2013
Longmeadow Parks Department June 2011 - August 2012
Skills
Financial Modeling, Bloomberg, Investments, Financial Analysis, Portfolio Management, Equity Research, Equity Valuation, Microsoft Word, Mutual Funds, Corporate Finance, Valuation, Microsoft Excel, Bloomberg Terminal, Training, Customer Service, PowerPoint, Microsoft Office
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Longmeadow High School 2008 — 2012
Minutemen Equity Fund May 2013 - Present
NCAA Division I Athletics September 2012 - Present
Hartford Investment Management May 2014 - August 2014
Thing 5, LLC June 2013 - August 2013
Longmeadow Parks Department June 2011 - August 2012
Skills
Financial Modeling, Bloomberg, Investments, Financial Analysis, Portfolio Management, Equity Research, Equity Valuation, Microsoft Word, Mutual Funds, Corporate Finance, Valuation, Microsoft Excel, Bloomberg Terminal, Training, Customer Service, PowerPoint, Microsoft Office
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Longmeadow High School 2008 — 2012
Matt Grumoli Matt Grumoli's Minutemen Equity Fund Experience September 2012 - May 2015
Job Research Analyst at Susquehanna International Group
Industry Investment Management
Experience
Minutemen Equity Fund September 2012 - May 2015
AllianceBernstein June 2014 - August 2014
Hartford Investment Management May 2013 - August 2013
State Street September 2012 - May 2013
Berkshire Bank June 2012 - August 2012
Longmeadow Country Club April 2007 - June 2012
Skills
Bloomberg Terminal, Equity Research, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Access, PowerPoint, Microsoft Office, Microsoft Word, Equities, Bloomberg, Mutual Funds, Economics, Equity Valuation, Data Analysis, Valuation, Analysis, Statistics
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Economics
Universitat Autònoma de Barcelona 2013 — 2013
Longmeadow High School 2007 — 2011
Minutemen Equity Fund September 2012 - May 2015
AllianceBernstein June 2014 - August 2014
Hartford Investment Management May 2013 - August 2013
State Street September 2012 - May 2013
Berkshire Bank June 2012 - August 2012
Longmeadow Country Club April 2007 - June 2012
Skills
Bloomberg Terminal, Equity Research, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Access, PowerPoint, Microsoft Office, Microsoft Word, Equities, Bloomberg, Mutual Funds, Economics, Equity Valuation, Data Analysis, Valuation, Analysis, Statistics
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Economics
Universitat Autònoma de Barcelona 2013 — 2013
Longmeadow High School 2007 — 2011
Drew Considine Drew Considine's Minutemen Equity Fund Experience September 2011 - May 2013
Job Analyst at BNP Paribas
Industry Financial Services
Experience
BNP Paribas August 2014 - Present
J.P. Morgan July 2013 - August 2014
Minutemen Equity Fund September 2011 - May 2013
Therapeutic Systems September 2012 - April 2013
J.P. Morgan June 2012 - August 2012
UMASS Center for Student Business January 2010 - May 2012
University of Massachusetts Amherst September 2011 - December 2011
Merrill Lynch Global Wealth Management May 2011 - August 2011
Suffolk Construction April 2009 - May 2009
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
BBA, Finance
NYU School of Professional Studies
Real Estate Investment Management
Thayer Academy, class of 2009
BNP Paribas August 2014 - Present
J.P. Morgan July 2013 - August 2014
Minutemen Equity Fund September 2011 - May 2013
Therapeutic Systems September 2012 - April 2013
J.P. Morgan June 2012 - August 2012
UMASS Center for Student Business January 2010 - May 2012
University of Massachusetts Amherst September 2011 - December 2011
Merrill Lynch Global Wealth Management May 2011 - August 2011
Suffolk Construction April 2009 - May 2009
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
BBA, Finance
NYU School of Professional Studies
Real Estate Investment Management
Thayer Academy, class of 2009
Brian Heacox Brian Heacox's Minutemen Equity Fund Experience January 2013 - May 2014
Job Special Projects at CFN Services
Industry Telecommunications
Experience
CFN Services June 2014 - Present
Minutemen Equity Fund January 2013 - May 2014
Scout Moderation April 2012 - October 2013
JPMorgan Chase & Co. June 2013 - August 2013
VPAR August 2012 - December 2012
Massachusetts Small Business Development Center February 2012 - May 2012
Sonian Inc. January 2012 - January 2012
Skills
Written & Oral..., VBA, Bloomberg Terminal, Integrity, Organizational..., Financial Markets, Motivation, Analytics, SOX Compliancy, Public Speaking, Salesforce.com, Arena Simulation..., Basecamp
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
Bachelor of Business Administration (BBA)
CFN Services June 2014 - Present
Minutemen Equity Fund January 2013 - May 2014
Scout Moderation April 2012 - October 2013
JPMorgan Chase & Co. June 2013 - August 2013
VPAR August 2012 - December 2012
Massachusetts Small Business Development Center February 2012 - May 2012
Sonian Inc. January 2012 - January 2012
Skills
Written & Oral..., VBA, Bloomberg Terminal, Integrity, Organizational..., Financial Markets, Motivation, Analytics, SOX Compliancy, Public Speaking, Salesforce.com, Arena Simulation..., Basecamp
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
Bachelor of Business Administration (BBA)
Ozi Sander Ozi Sander's Minutemen Equity Fund Experience September 2010 - May 2013
Job Associate at Citi
Industry Financial Services
Experience
Citi August 2015 - Present
Citi June 2013 - August 2015
Minutemen Equity Fund September 2010 - May 2013
The Massachusetts Daily Collegian September 2010 - May 2013
Citi June 2012 - August 2012
Centerpoint Advisors, LLC. May 2011 - August 2011
Cowen and Company May 2010 - August 2010
Romney for President, Inc. June 2007 - September 2007
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelors of Business Administration, Finance
Citi August 2015 - Present
Citi June 2013 - August 2015
Minutemen Equity Fund September 2010 - May 2013
The Massachusetts Daily Collegian September 2010 - May 2013
Citi June 2012 - August 2012
Centerpoint Advisors, LLC. May 2011 - August 2011
Cowen and Company May 2010 - August 2010
Romney for President, Inc. June 2007 - September 2007
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelors of Business Administration, Finance
Richard Al-Husseini's Minutemen Equity Fund Experience September 2011 - June 2012
Job Federal Account Executive at Varonis
Industry Computer Software
Experience
Varonis January 2014 - Present
Varonis April 2013 - Present
American Capital June 2012 - February 2013
Minutemen Equity Fund September 2011 - June 2012
OppenheimerFunds June 2011 - August 2011
MassMutual Financial Group June 2010 - August 2010
Skills
Enterprise Software, Data Governance, Solution Selling, Cold Calling, Microsoft CRM, Data Security, Microsoft Office, SharePoint, Portfolio Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration, Finance
University of Indianapolis - Athens, Greece 2010 — 2010
Odyssey in Athens Study Abroad Program
Longmeadow High School 2004 — 2008
Varonis January 2014 - Present
Varonis April 2013 - Present
American Capital June 2012 - February 2013
Minutemen Equity Fund September 2011 - June 2012
OppenheimerFunds June 2011 - August 2011
MassMutual Financial Group June 2010 - August 2010
Skills
Enterprise Software, Data Governance, Solution Selling, Cold Calling, Microsoft CRM, Data Security, Microsoft Office, SharePoint, Portfolio Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration, Finance
University of Indianapolis - Athens, Greece 2010 — 2010
Odyssey in Athens Study Abroad Program
Longmeadow High School 2004 — 2008
Zachary Halpryn Zachary Halpryn's Minutemen Equity Fund Experience December 2014 - Present
Job Lead Analyst at Minutemen Equity Fund
Industry Financial Services
Experience
Minutemen Equity Fund December 2014 - Present
Umass Men's Basketball September 2013 - Present
The TJX Companies, Inc. May 2015 - August 2015
Isenberg Undergraduate Consulting Group October 2014 - May 2015
AXA Advisors May 2014 - December 2014
Everwood Day Camp May 2013 - August 2013
TJX 2010 - 2011
Skills
Sales, Coaching, Teaching, Financial Analysis, Sports, Team Building, Negotiation, Training, PowerPoint, Microsoft Word, Sales Process, Leadership, Sports Management, Marketing, Microsoft Office, Management, Finance, Time Management, Microsoft Excel, Public Speaking, Customer Service, Teamwork, Social Networking, Data Analysis, Event Management, Social Media Marketing
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Finance
Newton South High School 2009 — 2013
Minutemen Equity Fund December 2014 - Present
Umass Men's Basketball September 2013 - Present
The TJX Companies, Inc. May 2015 - August 2015
Isenberg Undergraduate Consulting Group October 2014 - May 2015
AXA Advisors May 2014 - December 2014
Everwood Day Camp May 2013 - August 2013
TJX 2010 - 2011
Skills
Sales, Coaching, Teaching, Financial Analysis, Sports, Team Building, Negotiation, Training, PowerPoint, Microsoft Word, Sales Process, Leadership, Sports Management, Marketing, Microsoft Office, Management, Finance, Time Management, Microsoft Excel, Public Speaking, Customer Service, Teamwork, Social Networking, Data Analysis, Event Management, Social Media Marketing
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Finance
Newton South High School 2009 — 2013
Yong B. Liang's Minutemen Equity Fund Experience January 2011 - May 2012
Job Seeking Data Science and Software Engineering position
Industry Computer Software
Experience
EMC June 2012 - August 2014
Minutemen Equity Fund January 2011 - May 2012
CAIA Association January 2011 - May 2011
The First Church of Christ, Scientist June 2010 - August 2010
BNY Mellon June 2008 - August 2008
City of Boston April 2007 - August 2007
Skills
Microsoft Excel
Education
University of Massachusetts, Amherst 2014 — 2016
Computer Science
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor Degrees in, Finance, Math
EMC June 2012 - August 2014
Minutemen Equity Fund January 2011 - May 2012
CAIA Association January 2011 - May 2011
The First Church of Christ, Scientist June 2010 - August 2010
BNY Mellon June 2008 - August 2008
City of Boston April 2007 - August 2007
Skills
Microsoft Excel
Education
University of Massachusetts, Amherst 2014 — 2016
Computer Science
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor Degrees in, Finance, Math
B Branch B Branch's Minutemen Equity Fund Experience 2006 - Present
Job at Bank of New England
Industry Education Management
Experience
Minutemen Equity Fund 2006 - Present
Bank of New England 1991 - Present
University of Massachusetts Amherst 1975 - Present
Isenberg School of Management -- University of Massachusetts Amherst 1975 - Present
Isenberg School of Management UMass Amherst 1975 - Present
AAII Journal 2014 - 2015
$100 million January 2001 - January 2008
vfb 2003 - 2008
Proactive Technologies Corporation January 1997 - January 1999
Dartmouth College June 1970 - July 1975
Skills
Investments, Financial Institutions, Bankruptcy, Economics, Alternative Investments, Financial Analysis, Valuation, Banking, Corporate Finance, Mergers
Education
University of Massachusetts, Amherst 1975 — 2015
Professor
Dartmouth College 1970 — 1975
of, Economics
University of Michigan 1967 — 1970
Ph.D, Economics
University of Michigan 1967 — 1970
F; F, Economic Principles; Industrial Organization
University of Michigan 1967 — 1970
Ph.D; M.A, Economics
University of Texas (Economics) 1965 — 1968
M A, Economics
University of Texas 1965 — 1967
A, Economic
Teaching Bishop College 1964 — 1966
Review of Research; Associate Editor; Teacher, Banking and Finance; Mathematics
Emory University 1961 — 1965
B.A, Mathematics
Administrative University of Massachusetts
Associate Chairman; Ph.D. Director, General Business and Finance; General Business and Finance
Minutemen Equity Fund 2006 - Present
Bank of New England 1991 - Present
University of Massachusetts Amherst 1975 - Present
Isenberg School of Management -- University of Massachusetts Amherst 1975 - Present
Isenberg School of Management UMass Amherst 1975 - Present
AAII Journal 2014 - 2015
$100 million January 2001 - January 2008
vfb 2003 - 2008
Proactive Technologies Corporation January 1997 - January 1999
Dartmouth College June 1970 - July 1975
Skills
Investments, Financial Institutions, Bankruptcy, Economics, Alternative Investments, Financial Analysis, Valuation, Banking, Corporate Finance, Mergers
Education
University of Massachusetts, Amherst 1975 — 2015
Professor
Dartmouth College 1970 — 1975
of, Economics
University of Michigan 1967 — 1970
Ph.D, Economics
University of Michigan 1967 — 1970
F; F, Economic Principles; Industrial Organization
University of Michigan 1967 — 1970
Ph.D; M.A, Economics
University of Texas (Economics) 1965 — 1968
M A, Economics
University of Texas 1965 — 1967
A, Economic
Teaching Bishop College 1964 — 1966
Review of Research; Associate Editor; Teacher, Banking and Finance; Mathematics
Emory University 1961 — 1965
B.A, Mathematics
Administrative University of Massachusetts
Associate Chairman; Ph.D. Director, General Business and Finance; General Business and Finance
Hannah Kim Hannah Kim's Minutemen Equity Fund Experience December 2013 - Present
Job Intern at Wellington Management | CoPresident of UMass Finance Society
Industry Financial Services
Experience
UMass Finance Society December 2014 - Present
Minutemen Equity Fund December 2013 - Present
Wellington Management May 2015 - August 2015
Credit Suisse April 2015 - April 2015
Women in Business September 2014 - January 2015
Cinch Financial May 2014 - August 2014
Goldman Sachs April 2014 - April 2014
The Cheesecake Factory February 2013 - August 2013
Barrie Bruce Golf Schools October 2010 - June 2013
Bedford Education Foundation September 2009 - May 2013
Skills
Leadership, Research, Data Analysis, Microsoft Excel, Critical Thinking, Report Writing, Economic Research, Public Speaking, Social Media, Teamwork, Spanish
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor of Business Administration (BBA), Finance, GPA: 4.0
Bedford High School 2009 — 2013
UMass Finance Society December 2014 - Present
Minutemen Equity Fund December 2013 - Present
Wellington Management May 2015 - August 2015
Credit Suisse April 2015 - April 2015
Women in Business September 2014 - January 2015
Cinch Financial May 2014 - August 2014
Goldman Sachs April 2014 - April 2014
The Cheesecake Factory February 2013 - August 2013
Barrie Bruce Golf Schools October 2010 - June 2013
Bedford Education Foundation September 2009 - May 2013
Skills
Leadership, Research, Data Analysis, Microsoft Excel, Critical Thinking, Report Writing, Economic Research, Public Speaking, Social Media, Teamwork, Spanish
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor of Business Administration (BBA), Finance, GPA: 4.0
Bedford High School 2009 — 2013
Andrew Dunham Andrew Dunham's Minutemen Equity Fund Experience September 2008 - August 2009
Job INVESTMENT ANALYST ◈ RESEARCH ASSOCIATE
Industry Financial Services
Experience
Army National Guard August 2015 - Present
Wells Fargo Securities June 2015 - Present
Army National Guard November 2013 - August 2015
CAIA Association December 2014 - June 2015
Catalyst, a WPP Agency April 2014 - May 2014
BMO Capital Markets October 2011 - October 2013
Battle Road Research October 2010 - October 2011
Tyche Capital April 2011 - June 2011
Dexrex August 2009 - October 2010
Minutemen Equity Fund September 2008 - August 2009
Skills
Financial Modeling, Equity Valuation, Equity Research, Portfolio Attribution, Equity Sales, Detail Orientation, Communicator, Listener, Highly Analytical, VBA, Microsoft Office, Problem Solving, Collaborative, Highly Adaptable, Valuation, Portfolio Management, Analytical Skills, Market Insights, Risk Management, MS Office Suite..., MATLAB, Mathematica, Minitab, Lotus Notes, Bloomberg, C++, Java, Data Analysis, Financial Analysis, Competitive Analysis, Analysis, Mergers & Acquisitions, Private Equity, Strategy, Finance, Investments, Equities, Management, Corporate Finance, Microsoft Excel, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
Bachelor of Business Administration (B.B.A.) with Honors, Finance, 3.7
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Science (B.S.), Mathematics and Economics
Harvard University Extension School
Continuing Education Class, "Accounting, Auditing, Ethical Standards"
U.S. Army Officer Candidate School
Westfield State University
Certificate, Emergency Medical Technician Basic
New York Wildland Fire and Incident Management Academy
Completed S-130/190, I-100, L-180
Army National Guard August 2015 - Present
Wells Fargo Securities June 2015 - Present
Army National Guard November 2013 - August 2015
CAIA Association December 2014 - June 2015
Catalyst, a WPP Agency April 2014 - May 2014
BMO Capital Markets October 2011 - October 2013
Battle Road Research October 2010 - October 2011
Tyche Capital April 2011 - June 2011
Dexrex August 2009 - October 2010
Minutemen Equity Fund September 2008 - August 2009
Skills
Financial Modeling, Equity Valuation, Equity Research, Portfolio Attribution, Equity Sales, Detail Orientation, Communicator, Listener, Highly Analytical, VBA, Microsoft Office, Problem Solving, Collaborative, Highly Adaptable, Valuation, Portfolio Management, Analytical Skills, Market Insights, Risk Management, MS Office Suite..., MATLAB, Mathematica, Minitab, Lotus Notes, Bloomberg, C++, Java, Data Analysis, Financial Analysis, Competitive Analysis, Analysis, Mergers & Acquisitions, Private Equity, Strategy, Finance, Investments, Equities, Management, Corporate Finance, Microsoft Excel, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
Bachelor of Business Administration (B.B.A.) with Honors, Finance, 3.7
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Science (B.S.), Mathematics and Economics
Harvard University Extension School
Continuing Education Class, "Accounting, Auditing, Ethical Standards"
U.S. Army Officer Candidate School
Westfield State University
Certificate, Emergency Medical Technician Basic
New York Wildland Fire and Incident Management Academy
Completed S-130/190, I-100, L-180
Ken Birely's Minutemen Equity Fund Experience September 2010 - May 2011
Job Investment Consultant at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management April 2013 - Present
Merrill Lynch August 2011 - March 2013
Minutemen Equity Fund September 2010 - May 2011
Skills
Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Bachelor of Business Administration, Finance, cum laude
Dublin City University Business School 2009 — 2010
Degree, Finance
Natixis Global Asset Management April 2013 - Present
Merrill Lynch August 2011 - March 2013
Minutemen Equity Fund September 2010 - May 2011
Skills
Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Bachelor of Business Administration, Finance, cum laude
Dublin City University Business School 2009 — 2010
Degree, Finance
Bob Doane, CFA Bob Doane, CFA's Minutemen Equity Fund Experience 2009 - 2010
Job Portfolio Analyst at The Hartford Investment Management Company
Industry Investment Management
Experience
Hartford Investment Management (HIMCO) June 2013 - Present
Hartford Investment Management (HIMCO) December 2011 - May 2013
State Street May 2011 - December 2011
Hartford Investment Management June 2010 - May 2011
Minutemen Equity Fund 2009 - 2010
State Street June 2008 - August 2008
Skills
Bloomberg, Fixed Income, Investments, Financial Modeling, Portfolio Management, Bloomberg Terminal, Financial Analysis, Valuation, Mutual Funds, Asset Allocation, Economics, Asset Managment, CDO, ABS, Structured Finance, Asset Management
Education
Northeastern University 2010 — 2013
MA, Economics
Isenberg School of Management, UMass Amherst 2006 — 2010
BBA, Finance
University of Massachusetts, Amherst 2006 — 2010
Bachelor's of Arts, Economics
Hartford Investment Management (HIMCO) June 2013 - Present
Hartford Investment Management (HIMCO) December 2011 - May 2013
State Street May 2011 - December 2011
Hartford Investment Management June 2010 - May 2011
Minutemen Equity Fund 2009 - 2010
State Street June 2008 - August 2008
Skills
Bloomberg, Fixed Income, Investments, Financial Modeling, Portfolio Management, Bloomberg Terminal, Financial Analysis, Valuation, Mutual Funds, Asset Allocation, Economics, Asset Managment, CDO, ABS, Structured Finance, Asset Management
Education
Northeastern University 2010 — 2013
MA, Economics
Isenberg School of Management, UMass Amherst 2006 — 2010
BBA, Finance
University of Massachusetts, Amherst 2006 — 2010
Bachelor's of Arts, Economics
Michelle Levesque Michelle Levesque's Minutemen Equity Fund Experience September 2012 - December 2013
Job Financial Analyst at Converse
Industry Financial Services
Experience
Converse February 2015 - Present
John Hancock Financial Services July 2014 - October 2014
University of Massachusetts Amherst September 2013 - May 2014
University of Massachusetts Amherst September 2013 - May 2014
Minutemen Equity Fund September 2012 - December 2013
J.P. Morgan June 2013 - August 2013
State Street January 2013 - May 2013
University of Massachusetts Amherst September 2010 - December 2012
Stelios Pizza May 2008 - September 2012
Persy’s Place, Breakfast and Lunch Restaurant March 2008 - September 2012
Skills
PowerPoint, Microsoft Office, Photoshop, Microsoft Excel, Research, Social Media, Public Speaking, Teamwork, Customer Service, Social Networking, Microsoft Word, Leadership, Analysis, Time Management, Management
Education
Commonwealth Honors College, Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude
University of Massachusetts 2010 — 2014
Bachelor of Business Administration (BBA)
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Finance, 3.87, Magna Cum Laude
Mashpee High School 2006 — 2010
Graduated 4th in the Class
Converse February 2015 - Present
John Hancock Financial Services July 2014 - October 2014
University of Massachusetts Amherst September 2013 - May 2014
University of Massachusetts Amherst September 2013 - May 2014
Minutemen Equity Fund September 2012 - December 2013
J.P. Morgan June 2013 - August 2013
State Street January 2013 - May 2013
University of Massachusetts Amherst September 2010 - December 2012
Stelios Pizza May 2008 - September 2012
Persy’s Place, Breakfast and Lunch Restaurant March 2008 - September 2012
Skills
PowerPoint, Microsoft Office, Photoshop, Microsoft Excel, Research, Social Media, Public Speaking, Teamwork, Customer Service, Social Networking, Microsoft Word, Leadership, Analysis, Time Management, Management
Education
Commonwealth Honors College, Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude
University of Massachusetts 2010 — 2014
Bachelor of Business Administration (BBA)
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Finance, 3.87, Magna Cum Laude
Mashpee High School 2006 — 2010
Graduated 4th in the Class
Christine Cavallaro's Minutemen Equity Fund Experience November 2014 - Present
Job Account Management Intern at NAIL Communications
Industry Marketing and Advertising
Experience
NAIL Communications June 2015 - Present
Isenberg Honors Council April 2015 - Present
Isenberg Women in Business September 2014 - Present
UMass AdLab April 2014 - Present
Minutemen Equity Fund November 2014 - Present
Custom Crafted Enterprises July 2014 - January 2015
Skills
Leadership, Time Management, Teamwork, PowerPoint, Microsoft Office, Event Planning, Advertising, Graphic Arts, Adobe Creative Suite, Organization
Education
University of Massachusetts at Amherst - Isenberg School of Management 2013 — 2017
Bachelor of Business Administration (BBA) Marketing, Studio Arts Minor
Foxborough High School 2007 — 2013
NAIL Communications June 2015 - Present
Isenberg Honors Council April 2015 - Present
Isenberg Women in Business September 2014 - Present
UMass AdLab April 2014 - Present
Minutemen Equity Fund November 2014 - Present
Custom Crafted Enterprises July 2014 - January 2015
Skills
Leadership, Time Management, Teamwork, PowerPoint, Microsoft Office, Event Planning, Advertising, Graphic Arts, Adobe Creative Suite, Organization
Education
University of Massachusetts at Amherst - Isenberg School of Management 2013 — 2017
Bachelor of Business Administration (BBA) Marketing, Studio Arts Minor
Foxborough High School 2007 — 2013
Christopher Sowa Christopher Sowa's Minutemen Equity Fund Experience January 2012 - May 2015
Job Credit Trading at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan August 2015 - Present
Minutemen Equity Fund January 2012 - May 2015
UMass Finance Society November 2013 - December 2014
UMass Investment Club January 2014 - September 2014
J.P. Morgan May 2014 - August 2014
Pratt & Whitney May 2013 - August 2013
State Street September 2012 - August 2013
Ellen's Heart and Soul, Inc May 2011 - May 2013
Savage Lacrosse May 2010 - May 2013
Duxbury Bay Maritime School April 2010 - May 2012
Skills
Microsoft Office, Equity Research, Databases, Data Analysis, Boating, Analysis, Microsoft Excel, Financial Analysis, Finance, Time Management, Project Planning, Economics, Excel, Bloomberg, Non-profits, Budgeting, Planning, CPR/AED/First Aid..., USCG Certified Captain, Access
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Duxbury High School 2008 — 2011
J.P. Morgan August 2015 - Present
Minutemen Equity Fund January 2012 - May 2015
UMass Finance Society November 2013 - December 2014
UMass Investment Club January 2014 - September 2014
J.P. Morgan May 2014 - August 2014
Pratt & Whitney May 2013 - August 2013
State Street September 2012 - August 2013
Ellen's Heart and Soul, Inc May 2011 - May 2013
Savage Lacrosse May 2010 - May 2013
Duxbury Bay Maritime School April 2010 - May 2012
Skills
Microsoft Office, Equity Research, Databases, Data Analysis, Boating, Analysis, Microsoft Excel, Financial Analysis, Finance, Time Management, Project Planning, Economics, Excel, Bloomberg, Non-profits, Budgeting, Planning, CPR/AED/First Aid..., USCG Certified Captain, Access
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Duxbury High School 2008 — 2011
Patrick Metcalf's Minutemen Equity Fund Experience January 2013 - May 2015
Job Advisory Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte August 2015 - Present
Isenberg School of Management, UMass Amherst September 2014 - May 2015
Minutemen Equity Fund January 2013 - May 2015
PwC June 2014 - August 2014
Coca-Cola Refreshments May 2012 - January 2014
Berkshire Bank June 2013 - August 2013
Skills
Google Docs, PowerPoint, Facebook, Microsoft Excel, Microsoft Word, Teamwork, Social Networking, Social Media, Event Management, Team Leadership, Wordpress, Coaching, Mac, Time Management, Access, Outlook, Leadership, Data Analysis, Project Planning, Microsoft Office, Accounting
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (BBA) - Accounting
John Cabot University 2014 — 2014
Study Abroad - Spring 2014, International Business
Longmeadow High School 2007 — 2011
Deloitte August 2015 - Present
Isenberg School of Management, UMass Amherst September 2014 - May 2015
Minutemen Equity Fund January 2013 - May 2015
PwC June 2014 - August 2014
Coca-Cola Refreshments May 2012 - January 2014
Berkshire Bank June 2013 - August 2013
Skills
Google Docs, PowerPoint, Facebook, Microsoft Excel, Microsoft Word, Teamwork, Social Networking, Social Media, Event Management, Team Leadership, Wordpress, Coaching, Mac, Time Management, Access, Outlook, Leadership, Data Analysis, Project Planning, Microsoft Office, Accounting
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (BBA) - Accounting
John Cabot University 2014 — 2014
Study Abroad - Spring 2014, International Business
Longmeadow High School 2007 — 2011
David Nataloni David Nataloni's Minutemen Equity Fund Experience December 2010 - December 2013
Job US Equity Analyst: J.P. Morgan Investment Management
Industry Investment Management
Experience
J.P. Morgan July 2014 - Present
University of Massachusetts Amherst November 2010 - January 2014
Minutemen Equity Fund December 2010 - December 2013
J.P. Morgan May 2013 - August 2013
Berkery, Noyes & Co., LLC May 2012 - August 2012
Curio Kitchens & Baths, LLC December 2006 - February 2012
Nataloni Painting April 2010 - August 2011
The Republican April 2002 - August 2009
Skills
Qualitative Research, Entrepreneurship, Equity Research, Equity Valuation, Financial Modeling, Energy, Operations, Business Communications, Professional..., Team Leadership, Organizational..., Time Management, Technology Analysis, Computer Hardware, Hardware Support, Computer Security, Computer Repair, Software Installation, Operating Systems, DCF Valuation, Comparable Analysis, Corporate Finance, Investments, Bloomberg
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance, 3.9
Minnechaug Regional High School 2005 — 2009
J.P. Morgan July 2014 - Present
University of Massachusetts Amherst November 2010 - January 2014
Minutemen Equity Fund December 2010 - December 2013
J.P. Morgan May 2013 - August 2013
Berkery, Noyes & Co., LLC May 2012 - August 2012
Curio Kitchens & Baths, LLC December 2006 - February 2012
Nataloni Painting April 2010 - August 2011
The Republican April 2002 - August 2009
Skills
Qualitative Research, Entrepreneurship, Equity Research, Equity Valuation, Financial Modeling, Energy, Operations, Business Communications, Professional..., Team Leadership, Organizational..., Time Management, Technology Analysis, Computer Hardware, Hardware Support, Computer Security, Computer Repair, Software Installation, Operating Systems, DCF Valuation, Comparable Analysis, Corporate Finance, Investments, Bloomberg
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance, 3.9
Minnechaug Regional High School 2005 — 2009
Zachary Leibowitz's Minutemen Equity Fund Experience September 2012 - May 2015
Job Incoming Student at Fordham School of Law
Industry Law Practice
Experience
Minutemen Equity Fund September 2012 - May 2015
Jefferies LLC May 2014 - August 2014
UMass Finance Society May 2013 - December 2013
Boston Financial Management, Inc. May 2013 - August 2013
State Street January 2013 - May 2013
Net Change April 2012 - September 2012
Skills
Business Development, Strategic Planning, Analysis, Public Speaking, Marketing, Leadership, Marketing Strategy, Entrepreneurship, Equity Research
Education
Fordham University School of Law 2015 — 2018
Doctor of Law (J.D.)
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Minutemen Equity Fund September 2012 - May 2015
Jefferies LLC May 2014 - August 2014
UMass Finance Society May 2013 - December 2013
Boston Financial Management, Inc. May 2013 - August 2013
State Street January 2013 - May 2013
Net Change April 2012 - September 2012
Skills
Business Development, Strategic Planning, Analysis, Public Speaking, Marketing, Leadership, Marketing Strategy, Entrepreneurship, Equity Research
Education
Fordham University School of Law 2015 — 2018
Doctor of Law (J.D.)
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Patrick Dennehy's Minutemen Equity Fund Experience September 2014 - May 2015
Job Private Banker at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
Minutemen Equity Fund September 2014 - May 2015
JPMorgan Chase June 2014 - August 2014
Minutemen Equity Fund December 2011 - August 2014
UMass Finance Society January 2013 - December 2013
State Street September 2012 - December 2013
Liberty Mutual Insurance June 2013 - August 2013
Isenberg Networking Club January 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Leadership, Microsoft Office, Finance, Bloomberg, Investments, Investment Advisory, Professional Networking, Equities, Analysis, Macromedia Dreamweaver, Entrepreneurial Skills, Investment Strategies, Economics, Financial Modeling, Business Networking
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration, Finance and Economics
John Cabot University 2014 — 2014
Finance and Economics
East Bridgewater High School 2007 — 2011
High School Diploma, General Education
J.P. Morgan Asset Management July 2015 - Present
Minutemen Equity Fund September 2014 - May 2015
JPMorgan Chase June 2014 - August 2014
Minutemen Equity Fund December 2011 - August 2014
UMass Finance Society January 2013 - December 2013
State Street September 2012 - December 2013
Liberty Mutual Insurance June 2013 - August 2013
Isenberg Networking Club January 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Leadership, Microsoft Office, Finance, Bloomberg, Investments, Investment Advisory, Professional Networking, Equities, Analysis, Macromedia Dreamweaver, Entrepreneurial Skills, Investment Strategies, Economics, Financial Modeling, Business Networking
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration, Finance and Economics
John Cabot University 2014 — 2014
Finance and Economics
East Bridgewater High School 2007 — 2011
High School Diploma, General Education
Drew McGeary's Minutemen Equity Fund Experience August 2015 - Present
Job Finance and Economics Dual Degree Student at the Isenberg School of Management
Industry Investment Management
Experience
Isenberg School of Management, UMass Amherst September 2015 - Present
Minutemen Equity Fund August 2015 - Present
BNY Mellon June 2015 - August 2015
NexDine May 2014 - August 2015
Minutemen Equity Fund December 2014 - May 2015
State Street August 2014 - November 2014
Rockland Trust May 2014 - August 2014
Skills
Bloomberg Terminal, Financial Services, Customer Service, Retail, Sales, Time Management, PowerPoint, Microsoft Word, Microsoft Office, Banking, Teamwork, Marketing, Social Media, Social Networking, Microsoft Excel, Salesforce.com
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor's Degree, Finance, Sophomore
University of Massachusetts, Amherst 2013 — 2017
Bachelor's Degree, Economics
Foxborough High School 2009 — 2013
Isenberg School of Management, UMass Amherst September 2015 - Present
Minutemen Equity Fund August 2015 - Present
BNY Mellon June 2015 - August 2015
NexDine May 2014 - August 2015
Minutemen Equity Fund December 2014 - May 2015
State Street August 2014 - November 2014
Rockland Trust May 2014 - August 2014
Skills
Bloomberg Terminal, Financial Services, Customer Service, Retail, Sales, Time Management, PowerPoint, Microsoft Word, Microsoft Office, Banking, Teamwork, Marketing, Social Media, Social Networking, Microsoft Excel, Salesforce.com
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor's Degree, Finance, Sophomore
University of Massachusetts, Amherst 2013 — 2017
Bachelor's Degree, Economics
Foxborough High School 2009 — 2013
Samuel Jezard Samuel Jezard's Minutemen Equity Fund Experience May 2012 - May 2015
Job Service Manager Best Chevrolet
Industry Automotive
Experience
Best Chevrolet May 2015 - Present
Alpha Sigma Phi Fraternity, Inc. December 2012 - May 2015
Minutemen Equity Fund May 2012 - May 2015
University of Massachusetts Amherst September 2011 - May 2015
University of Massachusetts Amherst January 2012 - October 2014
Bettridge Auto Parts, Inc. June 2010 - August 2011
Skills
Microsoft Excel, PowerPoint, Editing, Microsoft Office, Microsoft Word, General Motors Vehicle..., General Motors Vehicle..., Research, Equity Research, Social Media, Public Speaking, Social Networking, Finalcut Express, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor's - Projected, Corporate Finance - Declared
West Bridgewater Middle-Senior High School 2008 — 2011
High School Diploma, High School/Secondary Diplomas and Certificates
Best Chevrolet May 2015 - Present
Alpha Sigma Phi Fraternity, Inc. December 2012 - May 2015
Minutemen Equity Fund May 2012 - May 2015
University of Massachusetts Amherst September 2011 - May 2015
University of Massachusetts Amherst January 2012 - October 2014
Bettridge Auto Parts, Inc. June 2010 - August 2011
Skills
Microsoft Excel, PowerPoint, Editing, Microsoft Office, Microsoft Word, General Motors Vehicle..., General Motors Vehicle..., Research, Equity Research, Social Media, Public Speaking, Social Networking, Finalcut Express, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor's - Projected, Corporate Finance - Declared
West Bridgewater Middle-Senior High School 2008 — 2011
High School Diploma, High School/Secondary Diplomas and Certificates
Daniel Wu's Minutemen Equity Fund Experience December 2010 - June 2011
Job The Sound Researcher + New Balance CPTC Jumper
Industry Market Research
Experience
Central Park Track Club - Sponsored by New Balance June 2015 - Present
The Sound: Exploration Strategy Innovation May 2015 - Present
Skillshare.com June 2014 - December 2014
ALOHA.com October 2013 - May 2014
Third Sector Capital Partners September 2012 - July 2013
New Sector Alliance September 2012 - July 2013
Creative Problem Solving Institute April 2012 - July 2012
UMass Men's Track & Field September 2008 - May 2012
General Electric Healthcare June 2011 - August 2011
Minutemen Equity Fund December 2010 - June 2011
Skills
Creative Strategy, Leadership, Entrepreneurship, Genuine Relationships, Start-ups, Marketing, Marketing Strategy, Online Marketing, Strategy
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration (B.B.A.), Honors Finance & Operations, Summa Cum Laude
Tenafly High School 2004 — 2008
Central Park Track Club - Sponsored by New Balance June 2015 - Present
The Sound: Exploration Strategy Innovation May 2015 - Present
Skillshare.com June 2014 - December 2014
ALOHA.com October 2013 - May 2014
Third Sector Capital Partners September 2012 - July 2013
New Sector Alliance September 2012 - July 2013
Creative Problem Solving Institute April 2012 - July 2012
UMass Men's Track & Field September 2008 - May 2012
General Electric Healthcare June 2011 - August 2011
Minutemen Equity Fund December 2010 - June 2011
Skills
Creative Strategy, Leadership, Entrepreneurship, Genuine Relationships, Start-ups, Marketing, Marketing Strategy, Online Marketing, Strategy
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration (B.B.A.), Honors Finance & Operations, Summa Cum Laude
Tenafly High School 2004 — 2008
Nicholas Wiles's Minutemen Equity Fund Experience September 2015 - Present
Job Analyst at the Minutemen Equity Fund | Finance Student at the Isenberg School of Management
Industry Financial Services
Experience
Minutemen Equity Fund September 2015 - Present
The Patriot Financial Group June 2015 - August 2015
Minutemen Equity Fund January 2015 - May 2015
Pine Hill Tennis Camp June 2012 - July 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Team Leadership, Leadership, Public Speaking, Sales, Cold Calling, Business Development
Education
Isenberg School of Management, UMass Amherst 2014 — 2018
Bachelor of Business Administration (BBA), Finance
Wachusett Regional High School 2010 — 2014
Minutemen Equity Fund September 2015 - Present
The Patriot Financial Group June 2015 - August 2015
Minutemen Equity Fund January 2015 - May 2015
Pine Hill Tennis Camp June 2012 - July 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Team Leadership, Leadership, Public Speaking, Sales, Cold Calling, Business Development
Education
Isenberg School of Management, UMass Amherst 2014 — 2018
Bachelor of Business Administration (BBA), Finance
Wachusett Regional High School 2010 — 2014
Anthony Battista's Minutemen Equity Fund Experience November 2014 - Present
Job Analyst in the Minutemen Equity Fund | Finance Major at the Isenberg School of Management
Industry
Experience
Minutemen Equity Fund November 2014 - Present
Tatum, a Randstad company May 2015 - August 2015
JCDS, Boston's Jewish Community Day School July 2014 - August 2014
Waverley Oaks Athletic Club September 2012 - August 2014
Algebra I and Pre-Algebra September 2012 - December 2013
Skills
Salesforce.com, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Teamwork, Data Analysis, Financial Analysis, Relationship Building, Public Speaking, Time Management, Organizational..., Phone Etiquette, Customer Service, Telephone Reception
Education
Isenberg School of Management, UMass Amherst 2014 — 2018
Bachelor’s Degree, Finance, Cumulative GPA: 4.0
Waltham High School 2010 — 2014
High School, Cumulative GPA: 4.0
Minutemen Equity Fund November 2014 - Present
Tatum, a Randstad company May 2015 - August 2015
JCDS, Boston's Jewish Community Day School July 2014 - August 2014
Waverley Oaks Athletic Club September 2012 - August 2014
Algebra I and Pre-Algebra September 2012 - December 2013
Skills
Salesforce.com, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Teamwork, Data Analysis, Financial Analysis, Relationship Building, Public Speaking, Time Management, Organizational..., Phone Etiquette, Customer Service, Telephone Reception
Education
Isenberg School of Management, UMass Amherst 2014 — 2018
Bachelor’s Degree, Finance, Cumulative GPA: 4.0
Waltham High School 2010 — 2014
High School, Cumulative GPA: 4.0
Kerry Coughlin Kerry Coughlin's Minutemen Equity Fund Experience January 2013 - May 2013
Job Trading Associate
Industry Financial Services
Experience
Financial Northeastern Companies February 2014 - Present
US Lacrosse- Northeast Chapter Two June 2006 - Present
IBISWorld September 2013 - February 2014
Minutemen Equity Fund January 2013 - May 2013
Minutemen Equity Fund May 2011 - May 2013
TABB Group June 2012 - August 2012
The MacDuffie School March 2012 - May 2012
Knight Capital Group June 2011 - July 2011
Minutemen Equity Fund December 2010 - May 2011
Essex Fells Country Club June 2007 - August 2010
Skills
Economics, Investments, Research, Microsoft Office, Microsoft Excel, Spanish, Management, PowerPoint, Financial Analysis, Bloomberg, Certificates of Deposit, Databases, Adobe Acrobat, Microsoft Word, Social Media, Bloomberg Terminal, Fixed Income, Underwriting, Interest Rates
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor’s Degree, Economics, Political Science, International Relations, Public Policy and Administration
Financial Northeastern Companies February 2014 - Present
US Lacrosse- Northeast Chapter Two June 2006 - Present
IBISWorld September 2013 - February 2014
Minutemen Equity Fund January 2013 - May 2013
Minutemen Equity Fund May 2011 - May 2013
TABB Group June 2012 - August 2012
The MacDuffie School March 2012 - May 2012
Knight Capital Group June 2011 - July 2011
Minutemen Equity Fund December 2010 - May 2011
Essex Fells Country Club June 2007 - August 2010
Skills
Economics, Investments, Research, Microsoft Office, Microsoft Excel, Spanish, Management, PowerPoint, Financial Analysis, Bloomberg, Certificates of Deposit, Databases, Adobe Acrobat, Microsoft Word, Social Media, Bloomberg Terminal, Fixed Income, Underwriting, Interest Rates
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor’s Degree, Economics, Political Science, International Relations, Public Policy and Administration
Joshua Owczarski's Minutemen Equity Fund Experience November 2014 - May 2015
Job Student at The London School of Economics and Political Science
Industry Investment Management
Experience
MassMutual Financial Group May 2015 - August 2015
Minutemen Equity Fund November 2014 - May 2015
Minutemen Equity Fund January 2014 - November 2014
Baystate Financial Services December 2013 - January 2014
Skills
Bloomberg, Investments, Valuation, Management, Microsoft Excel, Equity Research, Finance, PowerPoint
Education
University of Massachusetts at Amherst - Isenberg School of Management 2013 — 2017
Bachelor of Business Administration (BBA), Finance, 3.91 GPA
University of Massachusetts, Amherst 2013 — 2017
Bachelor of Business Administration (BBA), Finance, 3.91 GPA
The London School of Economics and Political Science (LSE) 2015 — 2016
Minnechaug Regional High School 2009 — 2013
4.24 GPA
MassMutual Financial Group May 2015 - August 2015
Minutemen Equity Fund November 2014 - May 2015
Minutemen Equity Fund January 2014 - November 2014
Baystate Financial Services December 2013 - January 2014
Skills
Bloomberg, Investments, Valuation, Management, Microsoft Excel, Equity Research, Finance, PowerPoint
Education
University of Massachusetts at Amherst - Isenberg School of Management 2013 — 2017
Bachelor of Business Administration (BBA), Finance, 3.91 GPA
University of Massachusetts, Amherst 2013 — 2017
Bachelor of Business Administration (BBA), Finance, 3.91 GPA
The London School of Economics and Political Science (LSE) 2015 — 2016
Minnechaug Regional High School 2009 — 2013
4.24 GPA
Brenton Thornicroft's Minutemen Equity Fund Experience March 2008 - May 2009
Job UX/UI Designer
Industry Computer Software
Experience
Cliqie.com January 2012 - December 2013
Kelly Family Fundraiser April 2012 - September 2012
LikeSaving, Inc. November 2010 - January 2012
WeDriveU May 2007 - January 2012
Forceite Inc. September 2009 - November 2010
Principle Profits Asset Management, LLC. January 2009 - May 2009
Minutemen Equity Fund March 2008 - May 2009
Skills
Social Networking, Entrepreneurship, Economics, E-commerce, HTML + CSS, User Experience Design, User Experience, SEO, Investments, Leadership, User Interface Design, Photoshop, Illustrator, Start-ups, Mobile Interface Design, Web Design, Web Development, Blogging, Economic Research, Financial Analysis, Financial Markets, Facebook, Market Research, Software Prototyping, Entrepreneur, Early-stage Startups, Start-up Environments, New Business Development, Amazon Web Services..., Linux Server, Web 2.0, Offshore Project..., Web Project Management, After Effects, Salesforce CRM, Wordpress, Creative Problem Solving, Web Analytics, Google Analytics, Agile Methodologies, LESS, JavaScript, Visual Design, Social Media Marketing, Equities, Project Management, Social Media, WordPress
Education
Isenberg School of Management, UMass Amherst 2004 — 2009
Bachelor, Resource Economics - Managerial Economics
Lexington High
Cliqie.com January 2012 - December 2013
Kelly Family Fundraiser April 2012 - September 2012
LikeSaving, Inc. November 2010 - January 2012
WeDriveU May 2007 - January 2012
Forceite Inc. September 2009 - November 2010
Principle Profits Asset Management, LLC. January 2009 - May 2009
Minutemen Equity Fund March 2008 - May 2009
Skills
Social Networking, Entrepreneurship, Economics, E-commerce, HTML + CSS, User Experience Design, User Experience, SEO, Investments, Leadership, User Interface Design, Photoshop, Illustrator, Start-ups, Mobile Interface Design, Web Design, Web Development, Blogging, Economic Research, Financial Analysis, Financial Markets, Facebook, Market Research, Software Prototyping, Entrepreneur, Early-stage Startups, Start-up Environments, New Business Development, Amazon Web Services..., Linux Server, Web 2.0, Offshore Project..., Web Project Management, After Effects, Salesforce CRM, Wordpress, Creative Problem Solving, Web Analytics, Google Analytics, Agile Methodologies, LESS, JavaScript, Visual Design, Social Media Marketing, Equities, Project Management, Social Media, WordPress
Education
Isenberg School of Management, UMass Amherst 2004 — 2009
Bachelor, Resource Economics - Managerial Economics
Lexington High
Jordan Kohn Jordan Kohn's Minutemen Equity Fund Experience January 2012 - May 2014
Job Associate Analyst at Wells Fargo Securities, LLC
Industry Financial Services
Experience
Wells Fargo Securities, LLC August 2014 - Present
Minutemen Equity Fund January 2012 - May 2014
ISM Capital LLP September 2013 - December 2013
Eaton Vance Management June 2013 - August 2013
Principle Profits Asset Management January 2013 - May 2013
UMass Amherst Investment Club May 2012 - May 2013
Fidelity Investments June 2012 - August 2012
Skills
Bloomberg Terminal, Microsoft Office, Excel, Word, Access, PowerPoint, Outlook, Economics, Data Analysis, Human Resources, Equities, Statistics, Bloomberg, Analysis, Research, Financial Analysis, Valuation, Customer Service, Equity Research, Microsoft Excel, Management, Investments, Equity Valuation, Business Strategy, Microsoft Word
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor's Degree, Major: Finance (Financial Analysis concentration), Minor: Economics
Sharon High School
High School
Wells Fargo Securities, LLC August 2014 - Present
Minutemen Equity Fund January 2012 - May 2014
ISM Capital LLP September 2013 - December 2013
Eaton Vance Management June 2013 - August 2013
Principle Profits Asset Management January 2013 - May 2013
UMass Amherst Investment Club May 2012 - May 2013
Fidelity Investments June 2012 - August 2012
Skills
Bloomberg Terminal, Microsoft Office, Excel, Word, Access, PowerPoint, Outlook, Economics, Data Analysis, Human Resources, Equities, Statistics, Bloomberg, Analysis, Research, Financial Analysis, Valuation, Customer Service, Equity Research, Microsoft Excel, Management, Investments, Equity Valuation, Business Strategy, Microsoft Word
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor's Degree, Major: Finance (Financial Analysis concentration), Minor: Economics
Sharon High School
High School
Alex Ferreira's Minutemen Equity Fund Experience January 2012 - December 2014
Job Investment Banking Analyst at Canaccord Genuity Inc.
Industry Banking
Experience
Minutemen Equity Fund January 2012 - December 2014
Canaccord Genuity Inc. May 2014 - August 2014
TD June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Java, Team Leadership, Equity Research Analysis
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Finance
Andover High School 2007 — 2011
Minutemen Equity Fund January 2012 - December 2014
Canaccord Genuity Inc. May 2014 - August 2014
TD June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Java, Team Leadership, Equity Research Analysis
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Finance
Andover High School 2007 — 2011
Julianne Nordstrom's Minutemen Equity Fund Experience September 2011 - May 2012
Job Assistant Vice President Global Asset Management at FactSet
Industry Financial Services
Experience
FactSet March 2015 - Present
FactSet May 2014 - February 2015
FactSet Research Systems July 2012 - May 2014
Isenberg School of Management September 2011 - May 2012
Minutemen Equity Fund September 2011 - May 2012
NEPC May 2011 - August 2011
Melting Pot Restaurant December 2006 - August 2011
Champlain Investment Partners May 2010 - August 2010
Skills
PowerPoint, Word, Excel, Investments, Equity Research, Microsoft Excel, Microsoft Word, Portfolio Management
Education
Isenberg School of Management, UMass Amherst 2008 — 2012
Bachelor of Business Administration, Finance, Economics
Universitat Autònoma de Barcelona 2011 — 2011
Business, Economics, Spanish History
FactSet March 2015 - Present
FactSet May 2014 - February 2015
FactSet Research Systems July 2012 - May 2014
Isenberg School of Management September 2011 - May 2012
Minutemen Equity Fund September 2011 - May 2012
NEPC May 2011 - August 2011
Melting Pot Restaurant December 2006 - August 2011
Champlain Investment Partners May 2010 - August 2010
Skills
PowerPoint, Word, Excel, Investments, Equity Research, Microsoft Excel, Microsoft Word, Portfolio Management
Education
Isenberg School of Management, UMass Amherst 2008 — 2012
Bachelor of Business Administration, Finance, Economics
Universitat Autònoma de Barcelona 2011 — 2011
Business, Economics, Spanish History
Patrick Witz, CPA's Minutemen Equity Fund Experience April 2010 - October 2011
Job Doctoral Student at Cornell University
Industry Accounting
Experience
Ernst & Young September 2012 - April 2015
Minutemen Equity Fund April 2010 - October 2011
Ernst & Young June 2011 - August 2011
Parkview Federal Savings Bank May 2010 - August 2010
Grandview Capital Management February 2009 - July 2009
CVS September 2007 - January 2008
Skills
Microsoft Excel, PowerPoint, DCF, HTML, Macroeconomics, Technical Analysis, Java, Financial Analysis, Accounting, Financial Modeling, Access, Financial Reporting, Microsoft Word, Microsoft Office, Auditing, Financial Accounting, Valuation
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
BBA, Accounting, Finance and Economics
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
East Longmeadow High School 2004 — 2008
Ernst & Young September 2012 - April 2015
Minutemen Equity Fund April 2010 - October 2011
Ernst & Young June 2011 - August 2011
Parkview Federal Savings Bank May 2010 - August 2010
Grandview Capital Management February 2009 - July 2009
CVS September 2007 - January 2008
Skills
Microsoft Excel, PowerPoint, DCF, HTML, Macroeconomics, Technical Analysis, Java, Financial Analysis, Accounting, Financial Modeling, Access, Financial Reporting, Microsoft Word, Microsoft Office, Auditing, Financial Accounting, Valuation
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
BBA, Accounting, Finance and Economics
University of Massachusetts, Amherst 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
East Longmeadow High School 2004 — 2008
Robert Moran's Minutemen Equity Fund Experience January 2009 - December 2009
Job Financial Analyst at MorphoTrust ™ USA
Industry Financial Services
Experience
MorphoTrust ™ USA September 2012 - Present
Merrill Lynch January 2012 - May 2012
Converse June 2011 - August 2011
Converse June 2010 - August 2010
Principle Profits Asset Management October 2009 - May 2010
Umass Finance Society January 2009 - December 2009
Minutemen Equity Fund January 2009 - December 2009
Skills
Investments, Corporate Finance, Financial Modeling, Financial Analysis, Bloomberg Terminal, Microsoft Excel, Equity Research, Equity Trading
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2012
B.B.A, Investments, Corporate Finance
University of Massachusetts, Amherst 2007 — 2012
B.A., Economics
MorphoTrust ™ USA September 2012 - Present
Merrill Lynch January 2012 - May 2012
Converse June 2011 - August 2011
Converse June 2010 - August 2010
Principle Profits Asset Management October 2009 - May 2010
Umass Finance Society January 2009 - December 2009
Minutemen Equity Fund January 2009 - December 2009
Skills
Investments, Corporate Finance, Financial Modeling, Financial Analysis, Bloomberg Terminal, Microsoft Excel, Equity Research, Equity Trading
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2012
B.B.A, Investments, Corporate Finance
University of Massachusetts, Amherst 2007 — 2012
B.A., Economics
Daniel Curry's Minutemen Equity Fund Experience January 2011 - May 2013
Job Financial Analyst at Johnson & Johnson
Industry Financial Services
Experience
Johnson & Johnson - Janssen Supply Chain June 2015 - Present
Johnson & Johnson May 2013 - May 2015
Minutemen Equity Fund January 2011 - May 2013
State Street June 2012 - August 2012
Valufinder Group, Inc. June 2011 - August 2011
Curry Lawn August 2005 - September 2010
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
B.B.A., Finance & Economics Double Major, 3.85
John Cabot University - Study Abroad 2012 — 2012
Business Administration and Management, General
Hillsborough High School 2005 — 2009
Johnson & Johnson - Janssen Supply Chain June 2015 - Present
Johnson & Johnson May 2013 - May 2015
Minutemen Equity Fund January 2011 - May 2013
State Street June 2012 - August 2012
Valufinder Group, Inc. June 2011 - August 2011
Curry Lawn August 2005 - September 2010
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
B.B.A., Finance & Economics Double Major, 3.85
John Cabot University - Study Abroad 2012 — 2012
Business Administration and Management, General
Hillsborough High School 2005 — 2009
Richard Couture's Minutemen Equity Fund Experience January 2012 - May 2013
Job Junior Financial Analyst at Ropes & Gray LLP
Industry Financial Services
Experience
Ropes & Gray LLP October 2013 - September 2015
Isenberg School of Management January 2012 - May 2013
Minutemen Equity Fund January 2012 - May 2013
J.P. Morgan June 2012 - August 2012
Kohl's Department Stores June 2011 - August 2011
Wal-Mart May 2008 - May 2011
Skills
Statistics, Minitab, Word, Excel, PowerPoint, Paint, Writing, People Skills, Bloomberg, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Microsoft Office
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.72
Marlborough High School 2005 — 2009
Diploma, 3.5
Ropes & Gray LLP October 2013 - September 2015
Isenberg School of Management January 2012 - May 2013
Minutemen Equity Fund January 2012 - May 2013
J.P. Morgan June 2012 - August 2012
Kohl's Department Stores June 2011 - August 2011
Wal-Mart May 2008 - May 2011
Skills
Statistics, Minitab, Word, Excel, PowerPoint, Paint, Writing, People Skills, Bloomberg, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Microsoft Office
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.72
Marlborough High School 2005 — 2009
Diploma, 3.5
Nicholas Mapp's Minutemen Equity Fund Experience December 2012 - December 2013
Job Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
Minutemen Equity Fund December 2012 - December 2013
U of Massachusetts Amherst Investment Club January 2012 - December 2013
JPMorgan Chase June 2013 - August 2013
Coastal Career Academy May 2012 - September 2012
Colonial Wholesale Beverage June 2010 - May 2011
Skills
Microsoft Excel, Product Marketing, Minitab, OS X, Fundraising, PowerPoint, Bloomberg, Data Analysis, Strong Communication, Mac OS X, Vendor Managed Inventory, Public Speaking, Teamwork, Social Media, Access
Education
Isenberg School of Management, UMass Amherst
Bachelor of Arts, Finance, GPA: Cumulative - 3.8, Major - 3.9
Bristol Community College 2009 — 2011
Bachelor of Arts, Business Administration, GPA: Cumulative - 3.7
Minutemen Equity Fund December 2012 - December 2013
U of Massachusetts Amherst Investment Club January 2012 - December 2013
JPMorgan Chase June 2013 - August 2013
Coastal Career Academy May 2012 - September 2012
Colonial Wholesale Beverage June 2010 - May 2011
Skills
Microsoft Excel, Product Marketing, Minitab, OS X, Fundraising, PowerPoint, Bloomberg, Data Analysis, Strong Communication, Mac OS X, Vendor Managed Inventory, Public Speaking, Teamwork, Social Media, Access
Education
Isenberg School of Management, UMass Amherst
Bachelor of Arts, Finance, GPA: Cumulative - 3.8, Major - 3.9
Bristol Community College 2009 — 2011
Bachelor of Arts, Business Administration, GPA: Cumulative - 3.7