Montgomery Investment Technology, Inc.
Industry: Company
DescriptionFounded: 1988
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Montgomery Investment Technology, Inc. Employees
Employee
Years
Job
Industry
Sunny Liu Sunny Liu's Montgomery Investment Technology, Inc. Experience June 2010 - September 2010
Job Operations Analyst at Radian
Industry Financial Services
Experience
Radian April 2013 - Present
HighPoint Solutions January 2012 - April 2013
Drexel University's LeBow College of Business December 2009 - June 2011
Montgomery Investment Technology, Inc. June 2010 - September 2010
AIESEC September 2006 - January 2008
Skills
Financial Analysis, Data Analysis, Analytics, Corporate Finance, Microsoft Excel, Analysis, Economics, Program Management, Statistics, SAS, Excel
Education
Drexel University - LeBow College of Business 2009 — 2011
Master of Science, Finance
Beijing Foreign Studies University 2005 — 2009
Bacholar of Economics, Finance
Radian April 2013 - Present
HighPoint Solutions January 2012 - April 2013
Drexel University's LeBow College of Business December 2009 - June 2011
Montgomery Investment Technology, Inc. June 2010 - September 2010
AIESEC September 2006 - January 2008
Skills
Financial Analysis, Data Analysis, Analytics, Corporate Finance, Microsoft Excel, Analysis, Economics, Program Management, Statistics, SAS, Excel
Education
Drexel University - LeBow College of Business 2009 — 2011
Master of Science, Finance
Beijing Foreign Studies University 2005 — 2009
Bacholar of Economics, Finance
Anastasia Mytsak Anastasia Mytsak's Montgomery Investment Technology, Inc. Experience June 2015 - Present
Job Student at Rutgers, The State University of New JerseyCamden
Industry Accounting
Experience
Montgomery Investment Technology, Inc. June 2015 - Present
Sportech January 2015 - Present
Skills
Accounting, Quality Management, Microsoft Excel, Microsoft Office, Business Communications, English, Microsoft Word, PowerPoint, Social Media, Teamwork, Auditing, Time Management, Customer Service, Social Networking, Management, Budgets, Leadership, QuickBooks, Strategic Planning, Access, Team Building, Event Management, Training, Hospitality
Education
Rutgers, The State University of New Jersey-Camden 2012 — 2016
Bachelor's degree, Accounting
Atlantic Cape Community College 2009 — 2012
Associate's degree, Business Administration and Management, General
Montgomery Investment Technology, Inc. June 2015 - Present
Sportech January 2015 - Present
Skills
Accounting, Quality Management, Microsoft Excel, Microsoft Office, Business Communications, English, Microsoft Word, PowerPoint, Social Media, Teamwork, Auditing, Time Management, Customer Service, Social Networking, Management, Budgets, Leadership, QuickBooks, Strategic Planning, Access, Team Building, Event Management, Training, Hospitality
Education
Rutgers, The State University of New Jersey-Camden 2012 — 2016
Bachelor's degree, Accounting
Atlantic Cape Community College 2009 — 2012
Associate's degree, Business Administration and Management, General
Yingwen(Sunny) Chen Yingwen(Sunny) Chen's Montgomery Investment Technology, Inc. Experience June 2014 - Present
Job CPA Candidate，passing AUD, FAR and BEC.
Industry Accounting
Experience
Montgomery Investment Technology, Inc. June 2014 - Present
Drexel University's LeBow College of Business November 2013 - Present
Skills
PowerPoint, Communication, Analytical Skills, Leadership, Teamwork, SAP ERP, Microsoft Excel, Minitab, Research, Management
Education
Drexel University 2013 — 2015
Master of Science (MS), Accounting
Zhongnan University of Economics and Law 2009 — 2013
Bachelor's degree, International Business/Trade/Commerce
Montgomery Investment Technology, Inc. June 2014 - Present
Drexel University's LeBow College of Business November 2013 - Present
Skills
PowerPoint, Communication, Analytical Skills, Leadership, Teamwork, SAP ERP, Microsoft Excel, Minitab, Research, Management
Education
Drexel University 2013 — 2015
Master of Science (MS), Accounting
Zhongnan University of Economics and Law 2009 — 2013
Bachelor's degree, International Business/Trade/Commerce
Adam Gitzes's Montgomery Investment Technology, Inc. Experience May 2011 - December 2011
Job Future Capabilities Analyst, Advanced Analytics COE at GSK
Industry Financial Services
Experience
GSK August 2015 - Present
eBay Enterprise February 2015 - July 2015
eBay Enterprise March 2014 - February 2015
Lincoln Financial Group July 2013 - March 2014
Mid-Atlantic Diamond Ventures September 2012 - July 2013
Montgomery Investment Technology, Inc. May 2011 - December 2011
Skills
R, Python, Omniture, Google Analytics..., .bat Files, Facebook API, Twitter API, Management, Financial Modeling, Microsoft Excel, Data Analysis, Financial Analysis, Risk Management, Economics, Statistics, Business Planning, Insurance, Forecasting, Investments, Splunk, Tableau, Visible-IQ
Education
Temple University 2012 — 2013
Master of Science (MS), Financial Engineering, 3.71
TEMPLE UNIVERSITY, Fox School of Business
Bachelor, Business Administration; Actuarial Science
Lower Moreland 2001 — 2005
GSK August 2015 - Present
eBay Enterprise February 2015 - July 2015
eBay Enterprise March 2014 - February 2015
Lincoln Financial Group July 2013 - March 2014
Mid-Atlantic Diamond Ventures September 2012 - July 2013
Montgomery Investment Technology, Inc. May 2011 - December 2011
Skills
R, Python, Omniture, Google Analytics..., .bat Files, Facebook API, Twitter API, Management, Financial Modeling, Microsoft Excel, Data Analysis, Financial Analysis, Risk Management, Economics, Statistics, Business Planning, Insurance, Forecasting, Investments, Splunk, Tableau, Visible-IQ
Education
Temple University 2012 — 2013
Master of Science (MS), Financial Engineering, 3.71
TEMPLE UNIVERSITY, Fox School of Business
Bachelor, Business Administration; Actuarial Science
Lower Moreland 2001 — 2005
Eugene Cheipesh Eugene Cheipesh's Montgomery Investment Technology, Inc. Experience September 1998 - February 2014
Job Software Developer at Azavea
Industry Financial Services
Experience
Azavea February 2014 - Present
Montgomery Investment Technology, Inc. September 1998 - February 2014
Skills
C#, SQL, VBA, Risk Management, .NET, Equity Derivatives, Unix, C++, Financial Modeling, Derivatives, Capital Markets, Software Development, Visual Studio, Microsoft Excel, Financial Analysis, Monte Carlo Simulation, Management, Python, Portfolio Management, Scala, Django, Apache Spark
Education
Temple University 2009 — 2012
Bachelor of Science (B.Sc.), Computer Science, Finance
Azavea February 2014 - Present
Montgomery Investment Technology, Inc. September 1998 - February 2014
Skills
C#, SQL, VBA, Risk Management, .NET, Equity Derivatives, Unix, C++, Financial Modeling, Derivatives, Capital Markets, Software Development, Visual Studio, Microsoft Excel, Financial Analysis, Monte Carlo Simulation, Management, Python, Portfolio Management, Scala, Django, Apache Spark
Education
Temple University 2009 — 2012
Bachelor of Science (B.Sc.), Computer Science, Finance
Tom McGourn, CFA Tom McGourn, CFA's Montgomery Investment Technology, Inc. Experience October 2006 - Present
Job Derivatives Valuation Consultant at Montgomery Investment Technology
Industry Investment Management
Experience
CFA Society of Philadelphia Derivatives Discussion Group 2010 - Present
Montgomery Investment Technology, Inc. October 2006 - Present
Write Capital Management February 2001 - January 2006
PHLX 1987 - 2004
Philadelphia and American Stock Exchanges June 1987 - April 2003
Philadelphia Stock Exchange 1997 - 1999
Skills
Derivatives Valuation, Risk Management, Derivatives Trading, Derivatives Risk..., Derivatives, Equity Derivatives, Exotic Derivatives, Exchange Traded..., FAS 123R, FAS 133, FAS 157, ASC 718, ASC 815, ASC 820, CFA Charterholder, Index Derivatives, Volatility, Volatility Arbitrage, Options Strategies, FX Options, Investments, Chartered Financial..., Investment Management, Options, Financial Risk, FAS 5, Hedge Funds, Portfolio Management, Trading Strategies, Valuation, Structured Products, FX trading, Hedging, Equities, Alternative Investments, Proprietary Trading, Trading Systems, Trading, Currency, Electronic Trading, Capital Markets, Commodity, Fixed Income, Financial Markets, Equity Trading, Market Risk, Bloomberg, Investment Strategies, Securities, ETFs
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
BA, Economics
Cinnaminson High School 1979 — 1983
CFA Society of Philadelphia Derivatives Discussion Group 2010 - Present
Montgomery Investment Technology, Inc. October 2006 - Present
Write Capital Management February 2001 - January 2006
PHLX 1987 - 2004
Philadelphia and American Stock Exchanges June 1987 - April 2003
Philadelphia Stock Exchange 1997 - 1999
Skills
Derivatives Valuation, Risk Management, Derivatives Trading, Derivatives Risk..., Derivatives, Equity Derivatives, Exotic Derivatives, Exchange Traded..., FAS 123R, FAS 133, FAS 157, ASC 718, ASC 815, ASC 820, CFA Charterholder, Index Derivatives, Volatility, Volatility Arbitrage, Options Strategies, FX Options, Investments, Chartered Financial..., Investment Management, Options, Financial Risk, FAS 5, Hedge Funds, Portfolio Management, Trading Strategies, Valuation, Structured Products, FX trading, Hedging, Equities, Alternative Investments, Proprietary Trading, Trading Systems, Trading, Currency, Electronic Trading, Capital Markets, Commodity, Fixed Income, Financial Markets, Equity Trading, Market Risk, Bloomberg, Investment Strategies, Securities, ETFs
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
BA, Economics
Cinnaminson High School 1979 — 1983
Majid Benbouchta Majid Benbouchta's Montgomery Investment Technology, Inc. Experience 1997 - 1998
Job Principal Member of Technical Staff at AT&T
Industry Telecommunications
Experience
AT&T 1999 - Present
Montgomery Investment Technology, Inc. 1997 - 1998
Skills
VoIP, Networking, Telecommunications, Analysis, IP, Integration, Network Design, TCP/IP
Education
Temple University 1996 — 1998
Master of Science (MSc), Electrical Engineering
University of Delaware 1993 — 1995
Master of Science (MSc), Applied Mathematics
Albright College 1988 — 1992
Bachelor of Science (B.S.), Mathematics and physics
AT&T 1999 - Present
Montgomery Investment Technology, Inc. 1997 - 1998
Skills
VoIP, Networking, Telecommunications, Analysis, IP, Integration, Network Design, TCP/IP
Education
Temple University 1996 — 1998
Master of Science (MSc), Electrical Engineering
University of Delaware 1993 — 1995
Master of Science (MSc), Applied Mathematics
Albright College 1988 — 1992
Bachelor of Science (B.S.), Mathematics and physics
Scott T. Michaud Scott T. Michaud's Montgomery Investment Technology, Inc. Experience May 2013 - January 2014
Job Association Manager at Southeast PA USBC
Industry Recreational Facilities and Services
Experience
Southeast PA USBC February 2014 - Present
Certified Equity Professional Institute November 2009 - Present
BuxMont Business Advisors, Inc July 2005 - Present
Montgomery Investment Technology, Inc. May 2013 - January 2014
Montgomery Investment Technology, Inc. December 2007 - April 2013
Michael J. Oerth, Inc. January 2004 - April 2008
Bucks County Courier Times May 2001 - May 2004
Me Show U Clean January 2000 - June 2001
7-Eleven August 1997 - October 2000
Prudential Life Insurance Company of America August 1996 - August 1997
Skills
QuickBooks, ACT!, Office 2003/2007/2010, Accounting, Excel, Financial Reporting, Microsoft Office, Administration, Budgeting, Cash Management, Strategic Planning, Tax, Reconciliation, FAS 123R, Equity Compensation, Restricted Stock, Microsoft Excel, Account Reconciliation, Budgets, Equities, Leadership, Android, ASC 718, Constant Contact, Marketing Strategy, OptionTracker, FinTools XL, Volatility Calculator, Equity Compensation..., Email Marketing, Windows 7, Windows XP Pro, Business Process..., CRM, Process Improvement, Training, Financial Analysis, Auditing, Management, Business Development, Forecasting, Insurance, Financial Modeling, Internal Controls, Options, Banking, Internal Audit, Finance
Education
Temple University 1994 — 2006
BBA, Accounting
Temple University - Fox School of Business and Management 2000 — 2005
BBA, Business Administration
Central Bucks High School West 1990 — 1994
Southeast PA USBC February 2014 - Present
Certified Equity Professional Institute November 2009 - Present
BuxMont Business Advisors, Inc July 2005 - Present
Montgomery Investment Technology, Inc. May 2013 - January 2014
Montgomery Investment Technology, Inc. December 2007 - April 2013
Michael J. Oerth, Inc. January 2004 - April 2008
Bucks County Courier Times May 2001 - May 2004
Me Show U Clean January 2000 - June 2001
7-Eleven August 1997 - October 2000
Prudential Life Insurance Company of America August 1996 - August 1997
Skills
QuickBooks, ACT!, Office 2003/2007/2010, Accounting, Excel, Financial Reporting, Microsoft Office, Administration, Budgeting, Cash Management, Strategic Planning, Tax, Reconciliation, FAS 123R, Equity Compensation, Restricted Stock, Microsoft Excel, Account Reconciliation, Budgets, Equities, Leadership, Android, ASC 718, Constant Contact, Marketing Strategy, OptionTracker, FinTools XL, Volatility Calculator, Equity Compensation..., Email Marketing, Windows 7, Windows XP Pro, Business Process..., CRM, Process Improvement, Training, Financial Analysis, Auditing, Management, Business Development, Forecasting, Insurance, Financial Modeling, Internal Controls, Options, Banking, Internal Audit, Finance
Education
Temple University 1994 — 2006
BBA, Accounting
Temple University - Fox School of Business and Management 2000 — 2005
BBA, Business Administration
Central Bucks High School West 1990 — 1994
Firdosh Dhooka Firdosh Dhooka's Montgomery Investment Technology, Inc. Experience August 2009 - April 2011
Job Senior Risk Consultant
Industry Financial Services
Experience
Circulum Vite LLC April 2011 - July 2012
Montgomery Investment Technology, Inc. August 2009 - April 2011
Standard & Poor's September 2008 - January 2009
Dow Jones June 2008 - August 2008
Syntel October 2005 - July 2007
Skills
VBA, R, SQL, Derivatives, Business Analysis, Software Development, Oracle, Financial Modeling, Quantitative Finance, Finance, Options, Databases, Fixed Income, C++, Visual Basic, Equities, Access, Business Intelligence
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2009
MS, Mathematical Finance
University of Mumbai 2001 — 2005
BE, Information Technology
Circulum Vite LLC April 2011 - July 2012
Montgomery Investment Technology, Inc. August 2009 - April 2011
Standard & Poor's September 2008 - January 2009
Dow Jones June 2008 - August 2008
Syntel October 2005 - July 2007
Skills
VBA, R, SQL, Derivatives, Business Analysis, Software Development, Oracle, Financial Modeling, Quantitative Finance, Finance, Options, Databases, Fixed Income, C++, Visual Basic, Equities, Access, Business Intelligence
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2009
MS, Mathematical Finance
University of Mumbai 2001 — 2005
BE, Information Technology
Yevgeny Kushnir, CFA Yevgeny Kushnir, CFA's Montgomery Investment Technology, Inc. Experience February 2013 - Present
Job Experienced Financial Analyst
Industry Financial Services
Experience
Montgomery Investment Technology, Inc. February 2013 - Present
PDR/LDM Group September 2014 - January 2015
TD November 2013 - March 2014
Citco Fund Services September 2013 - October 2013
Managers Investment Group August 2012 - December 2012
JP Morgan Asset Management April 2011 - December 2011
ALICO November 2009 - September 2010
ALICO March 2006 - November 2009
Merrill Lynch December 2005 - February 2006
SEI Investments March 2005 - August 2005
Skills
Financial Analysis, Corporate Finance, Finance, Portfolio Management, Valuation, Investments, Fixed Income, Analysis, Financial Risk, Accounting, Derivatives, Forecasting, Strategic Planning, Internal Audit, Budgets, Microsoft Excel, Bloomberg, Equities, Process Improvement, Account Reconciliation, US GAAP, Asset Management, Insurance, Data Analysis, Compulsive Eating, Crushing, Asset Managment, Mutual Funds, General Ledger, Basel III, Capital Budgeting, Financial Modeling, Strategic Financial..., Survival Training, Financial Planning
Education
CFA Institute 2004 — 2006
Chartered Financial Analyst (CFA Charterholder)
Ecole Superieure du Commerce Exterieur 2003 — 2004
Study abroad - International Finance & Economics
Drexel University - LeBow College of Business 1999 — 2004
B.S., Finance, MIS
Montgomery Investment Technology, Inc. February 2013 - Present
PDR/LDM Group September 2014 - January 2015
TD November 2013 - March 2014
Citco Fund Services September 2013 - October 2013
Managers Investment Group August 2012 - December 2012
JP Morgan Asset Management April 2011 - December 2011
ALICO November 2009 - September 2010
ALICO March 2006 - November 2009
Merrill Lynch December 2005 - February 2006
SEI Investments March 2005 - August 2005
Skills
Financial Analysis, Corporate Finance, Finance, Portfolio Management, Valuation, Investments, Fixed Income, Analysis, Financial Risk, Accounting, Derivatives, Forecasting, Strategic Planning, Internal Audit, Budgets, Microsoft Excel, Bloomberg, Equities, Process Improvement, Account Reconciliation, US GAAP, Asset Management, Insurance, Data Analysis, Compulsive Eating, Crushing, Asset Managment, Mutual Funds, General Ledger, Basel III, Capital Budgeting, Financial Modeling, Strategic Financial..., Survival Training, Financial Planning
Education
CFA Institute 2004 — 2006
Chartered Financial Analyst (CFA Charterholder)
Ecole Superieure du Commerce Exterieur 2003 — 2004
Study abroad - International Finance & Economics
Drexel University - LeBow College of Business 1999 — 2004
B.S., Finance, MIS
George Montgomery, CFA, FRM George Montgomery, CFA, FRM's Montgomery Investment Technology, Inc. Experience 1988 - Present
Job President at Montgomery Investment Technology, Inc.
Industry Financial Services
Experience
Montgomery Investment Technology, Inc. 1988 - Present
Bank of America 1984 - 1987
Matson Navigation Company 1978 - 1983
Skills
Derivatives, Black-Scholes, Binomial, Lattice, Monte Carlo Simulation, Volatility, ASC 718, Share-Based Payments, Exotics, FAS 157, FAS 123R, FAS 133, Risk Management, Financial Modeling, Quantitative, Valuation, VBA, Employee Stock Options, Equity Derivatives, Energy Derivatives, Time Series Analysis, Dodd-Frank, Correlation Analysis, Capital Budgeting, Real Options, Path Dependent Options, Valuation Modeling, Stock Options, Excel, Hedge Funds, Fair Value, Fair Value Accounting, TSR, Performance Price Target, Total Shareholder Return, Options, Stocks, Microsoft Excel, Fixed Income
Education
University of California, Berkeley - Walter A. Haas School of Business 1983 — 1985
Master of Business Administration (MBA), Finance
Drexel University 1973 — 1977
B.S., Finance and Accounting
Radnor High School
Montgomery Investment Technology, Inc. 1988 - Present
Bank of America 1984 - 1987
Matson Navigation Company 1978 - 1983
Skills
Derivatives, Black-Scholes, Binomial, Lattice, Monte Carlo Simulation, Volatility, ASC 718, Share-Based Payments, Exotics, FAS 157, FAS 123R, FAS 133, Risk Management, Financial Modeling, Quantitative, Valuation, VBA, Employee Stock Options, Equity Derivatives, Energy Derivatives, Time Series Analysis, Dodd-Frank, Correlation Analysis, Capital Budgeting, Real Options, Path Dependent Options, Valuation Modeling, Stock Options, Excel, Hedge Funds, Fair Value, Fair Value Accounting, TSR, Performance Price Target, Total Shareholder Return, Options, Stocks, Microsoft Excel, Fixed Income
Education
University of California, Berkeley - Walter A. Haas School of Business 1983 — 1985
Master of Business Administration (MBA), Finance
Drexel University 1973 — 1977
B.S., Finance and Accounting
Radnor High School
Andrea Brady Andrea Brady's Montgomery Investment Technology, Inc. Experience July 2005 - August 2007
Job Law Student at Boston College Law School
Industry Law Practice
Experience
Boston College Law School August 2015 - Present
Martin Clearwater & Bell March 2013 - August 2015
BerlinRosen June 2012 - February 2013
ICON plc July 2011 - June 2012
Darrison Barrett & Associates, LLC January 2011 - May 2011
Fordham University January 2009 - May 2011
United States Senate July 2010 - August 2010
Great Forest September 2009 - December 2009
Obama for America 2008 - 2008
Montgomery Investment Technology, Inc. July 2005 - August 2007
Skills
PowerPoint, Microsoft Office, Office Administration, Lexis, Outlook, Legal Assistance, Client Relations Skills, Adobe Acrobat, Customer Service, Vendor Management, Business Meetings, Microsoft Excel, Executive Calendar..., Event Planning, Client Billing, Budget Monitoring, Copy Editing, Policy Research, Donor Research, Clinical Data Management, EBSCO, CisionPoint, Lexis Nexus, ACT!, NGP, FileSite, Legal Writing, Legal Documents, Civil Litigation
Education
Fordham University 2007 — 2011
Bachelor of Arts (B.A.), Political Science; Environmental Policy
University of Melbourne 2010 — 2010
International Politics
Boston College Law School August 2015 - Present
Martin Clearwater & Bell March 2013 - August 2015
BerlinRosen June 2012 - February 2013
ICON plc July 2011 - June 2012
Darrison Barrett & Associates, LLC January 2011 - May 2011
Fordham University January 2009 - May 2011
United States Senate July 2010 - August 2010
Great Forest September 2009 - December 2009
Obama for America 2008 - 2008
Montgomery Investment Technology, Inc. July 2005 - August 2007
Skills
PowerPoint, Microsoft Office, Office Administration, Lexis, Outlook, Legal Assistance, Client Relations Skills, Adobe Acrobat, Customer Service, Vendor Management, Business Meetings, Microsoft Excel, Executive Calendar..., Event Planning, Client Billing, Budget Monitoring, Copy Editing, Policy Research, Donor Research, Clinical Data Management, EBSCO, CisionPoint, Lexis Nexus, ACT!, NGP, FileSite, Legal Writing, Legal Documents, Civil Litigation
Education
Fordham University 2007 — 2011
Bachelor of Arts (B.A.), Political Science; Environmental Policy
University of Melbourne 2010 — 2010
International Politics
Katherine Zalan-Korossy Katherine Zalan-Korossy's Montgomery Investment Technology, Inc. Experience January 2011 - April 2011
Job Program Manager at PSKW
Industry Marketing and Advertising
Experience
PSKW September 2015 - Present
Pier 1 Imports December 2011 - Present
PSKW January 2013 - August 2015
Acme Markets September 2007 - January 2013
Ginsey Home Solutions August 2011 - August 2011
Montgomery Investment Technology, Inc. January 2011 - April 2011
Ginsey Home Solutions January 2011 - April 2011
Tucker Company Worldwide November 2009 - December 2009
Acme Markets September 2002 - September 2007
Skills
Photoshop, Microsoft Office, Customer Service, Public Speaking, Research, Facebook, Social Media, Microsoft Word, Marketing, PowerPoint, Budgets, Email Marketing, Marketing Strategy, Microsoft Excel, Social Networking, Blogging, Sales, Inventory Management, Teamwork, Outlook, Data Entry, Editing, Copywriting, Project Management, Market Research, Retail, Marketing Communications, Account Management, Business Planning, Graphic Design, Project Planning, Time Management, Event Planning
Education
Rutgers, The State University of New Jersey-Camden 2009 — 2011
Bachelor of Science, Marketing
Rowan College at Burlington County 2006 — 2008
AS, Business Administration
Meredith College 2004 — 2005
Art Education
PSKW September 2015 - Present
Pier 1 Imports December 2011 - Present
PSKW January 2013 - August 2015
Acme Markets September 2007 - January 2013
Ginsey Home Solutions August 2011 - August 2011
Montgomery Investment Technology, Inc. January 2011 - April 2011
Ginsey Home Solutions January 2011 - April 2011
Tucker Company Worldwide November 2009 - December 2009
Acme Markets September 2002 - September 2007
Skills
Photoshop, Microsoft Office, Customer Service, Public Speaking, Research, Facebook, Social Media, Microsoft Word, Marketing, PowerPoint, Budgets, Email Marketing, Marketing Strategy, Microsoft Excel, Social Networking, Blogging, Sales, Inventory Management, Teamwork, Outlook, Data Entry, Editing, Copywriting, Project Management, Market Research, Retail, Marketing Communications, Account Management, Business Planning, Graphic Design, Project Planning, Time Management, Event Planning
Education
Rutgers, The State University of New Jersey-Camden 2009 — 2011
Bachelor of Science, Marketing
Rowan College at Burlington County 2006 — 2008
AS, Business Administration
Meredith College 2004 — 2005
Art Education
Andrew Abrams Andrew Abrams's Montgomery Investment Technology, Inc. Experience July 2012 - August 2012
Job Associate Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company July 2014 - Present
The Wharton School, Undergraduate Leadership Department September 2011 - December 2013
Accenture June 2013 - August 2013
Montgomery Investment Technology, Inc. July 2012 - August 2012
BBYO Passport June 2012 - July 2012
Hillel September 2011 - May 2012
ARI June 2011 - August 2011
Skills
Entrepreneurship, Microsoft Office, Management, Leadership, Research, Budgets, Business Strategy, Dress for Success
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.) in Economics, Concentrations in Management and Operations & Informations Management
University of Pennsylvania
Bain & Company July 2014 - Present
The Wharton School, Undergraduate Leadership Department September 2011 - December 2013
Accenture June 2013 - August 2013
Montgomery Investment Technology, Inc. July 2012 - August 2012
BBYO Passport June 2012 - July 2012
Hillel September 2011 - May 2012
ARI June 2011 - August 2011
Skills
Entrepreneurship, Microsoft Office, Management, Leadership, Research, Budgets, Business Strategy, Dress for Success
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.) in Economics, Concentrations in Management and Operations & Informations Management
University of Pennsylvania
Peter Goodall, CFA, FRM's Montgomery Investment Technology, Inc. Experience September 2010 - September 2011
Job Performance Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price November 2014 - Present
T. Rowe Price June 2013 - Present
T. Rowe Price September 2011 - June 2013
Montgomery Investment Technology, Inc. September 2010 - September 2011
CFA Society of Philadelphia 2011 - 2011
Skills
Financial Statement..., Investments, Valuation, Finance, Analysis, Financial Reporting, Derivatives, Hedge Funds, Due Diligence, Account Reconciliation, Equities, Options, Financial Risk, Accounting, Bloomberg, Mutual Funds, Portfolio Management, Economics, Risk Management
Education
University of Delaware 2005 — 2007
B.A., History
T. Rowe Price November 2014 - Present
T. Rowe Price June 2013 - Present
T. Rowe Price September 2011 - June 2013
Montgomery Investment Technology, Inc. September 2010 - September 2011
CFA Society of Philadelphia 2011 - 2011
Skills
Financial Statement..., Investments, Valuation, Finance, Analysis, Financial Reporting, Derivatives, Hedge Funds, Due Diligence, Account Reconciliation, Equities, Options, Financial Risk, Accounting, Bloomberg, Mutual Funds, Portfolio Management, Economics, Risk Management
Education
University of Delaware 2005 — 2007
B.A., History
Daniel Crabtree, CPA's Montgomery Investment Technology, Inc. Experience June 2010 - May 2013
Job Senior Audit Assistant
Industry Financial Services
Experience
Deloitte September 2013 - Present
Montgomery Investment Technology, Inc. June 2010 - May 2013
PSEG June 2011 - August 2011
Skills
Financial Analysis, QuickBooks, Outlook, Microsoft Excel, Microsoft Office, Valuation, Accounting, Data Analysis, Financial Reporting, PowerPoint, Risk Management, Analysis, Project Management, Account Reconciliation, Financial Modeling, Strategic Planning, Microsoft Word, Equities, Teamwork
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2013
Master of Science (M.S.), Accountancy
Rutgers University – Camden 2010 — 2012
Bachelor of Science (B.S.), Accounting
Burlington County College 2007 — 2009
Associate of Science (A.S.), Business Administration and Management, General
Deloitte September 2013 - Present
Montgomery Investment Technology, Inc. June 2010 - May 2013
PSEG June 2011 - August 2011
Skills
Financial Analysis, QuickBooks, Outlook, Microsoft Excel, Microsoft Office, Valuation, Accounting, Data Analysis, Financial Reporting, PowerPoint, Risk Management, Analysis, Project Management, Account Reconciliation, Financial Modeling, Strategic Planning, Microsoft Word, Equities, Teamwork
Education
Rutgers, The State University of New Jersey-Newark 2012 — 2013
Master of Science (M.S.), Accountancy
Rutgers University – Camden 2010 — 2012
Bachelor of Science (B.S.), Accounting
Burlington County College 2007 — 2009
Associate of Science (A.S.), Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY