Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Morgan Stanley Employees
Apttus January 2015 - Present
Engage3 July 2014 - October 2014
Morgan Stanley April 2014 - June 2014
Internal Revenue Service January 2014 - April 2014
Skills
Business Development, Sales, Salesforce.com, Microsoft Excel, Sales Operations, Data Analysis, CRM, SaaS, Leadership, Communication, Management, Enterprise Software, Quote to Cash, Analytics, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Customer Service, Economics, Finance
Education
University of California, Davis 2010 — 2014
Bachelor of Science (B.S.), Managerial Economics
Accenture March 2014 - Present
Accenture May 2011 - February 2014
Davis Student Movers June 2010 - May 2011
Morgan Stanley September 2010 - November 2010
Morgan Stanley June 2010 - August 2010
Skills
SAP BI, Business Objects, SAP BW, Analytics, Consulting, Data Modeling, Database Design, Data Warehousing, Data Analysis, Data Conversion, ETL, SQL, SAP IS-Oil, SAP IS-U, Integration, Change Management, Training, Project Management, Project Planning, Salesforce.com, SAP, Management, SAP Implementation, Mobile Analytics, Finance
Education
University of California, Davis 2006 — 2010
B.S. Managerial Economics with High Honors, B.A. Communications with Honors
HireVue January 2013 - March 2015
CodeEval (Acquired by HireVue) March 2011 - March 2015
i/o Ventures May 2010 - March 2011
Textbo (Acquired by Koofers) January 2009 - March 2011
TechCrunch (AOL) September 2009 - May 2010
Morgan Stanley May 2009 - September 2009
Apple June 2008 - June 2009
Skills
Entrepreneurship, Start-ups, Strategic Partnerships, User Experience, Business Strategy, Product Marketing, Product Management, HTML, Recruiting, JavaScript, CSS, Leadership, Marketing, E-commerce, Online Advertising, Web Design, Web Analytics, Python, Web Development, User Interface Design, PHP, HTML 5, MySQL, Online Marketing, Ruby, Android, Git, Web Applications
Education
University of California, Davis
UC Davis Center for Educational Analytics June 2015 - Present
UC Davis Department of Statistics September 2015 - Present
UC Davis December 2014 - September 2015
UC Davis iAMSTEM Hub April 2014 - June 2015
UC Davis Department of Statistics September 2013 - June 2015
UC Davis Department of Statistics March 2014 - November 2014
Morgan Stanley July 2013 - August 2013
UC Davis Chinese Student Assosciation April 2012 - June 2013
Skills
Machine Learning, Data Structures, Algorithms, R, C++, Statistical Modeling, Data Analysis, Java, SQL, Python, LaTeX, Common Lisp, Prolog, Statistics
Education
UC Davis 2011 — 2015
Bachelor of Science (B.S.), Statistics
Yahoo June 2015 - September 2015
Morgan Stanley April 2015 - June 2015
California Civic Engagement Project January 2015 - June 2015
UC Davis January 2014 - June 2015
Standard Chartered Bank August 2014 - September 2014
E Funds Management Company June 2013 - July 2013
Skills
R, SAS Programming, C, Data Analysis, Matlab, C++, Mandarin, Cantonese, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, CRM
Education
University of California, Davis 2012 — 2016
Bachelor of Science (B.S.), Computational Statistics
University of California, Davis 2012 — 2016
Bachelor of Science (B.S.), Applied Mathematics
Guangdong Experimental High School 2008 — 2011
QuinStreet July 2015 - Present
QuinStreet December 2013 - June 2015
LegalForce / Trademarkia July 2012 - November 2013
LegalForce / Trademarkia October 2010 - July 2012
LegalForce / Trademarkia April 2010 - October 2010
Yahoo! 2008 - 2009
Federal Reserve Board 2007 - 2007
Morgan Stanley September 2006 - December 2006
UBS Wealth Management June 2006 - September 2006
Waddell & Reed January 2006 - June 2006
Skills
Analytics, Team Management, Microsoft Excel, Tableau, SEM, Finance, Business Strategy, Financial Analysis, Business Planning, Analysis, Start-ups, SQL, Hive, Brio Query, Business Development, Microstrategy, Stata, Hyperion Interactive..., PPC, Web Design, Cost Reporting
Education
University of California, Davis 2003 — 2007
Bachelor of Arts (B.A.), Economics & International Relations
University of California Washington DC 2007 — 2007
Epsilon February 2015 - Present
Epsilon November 2014 - February 2015
Liquid Agency September 2014 - October 2014
Monterey Mushrooms July 2014 - September 2014
Houzz July 2014 - July 2014
UC Davis Student Community Center September 2012 - June 2014
UC Davis Police Department August 2012 - December 2013
Morgan Stanley July 2013 - September 2013
Skills
Social Networking, Microsoft Office, Facebook, Social Media, Social Media Marketing, PowerPoint, Customer Service, Microsoft Word, Marketing Communications, Salesforce.com, Event Management, Public Speaking, Police Training, Google Docs, Professional Services, Communication, Microsoft Excel, Research, Data Analysis, Communication Skills, Deliverability, Email Marketing
Education
University of California, Davis 2010 — 2014
Bachelor of Arts (B.A.), Economics and Communication
Algert Global LLC August 2014 - Present
Callan Associates October 2011 - August 2014
Equilar August 2011 - October 2011
Morgan Stanley April 2011 - June 2011
HAECO June 2010 - September 2010
Kokiryo June 2009 - September 2009
Skills
Analysis, Microsoft Excel, Investments, Training, Portfolio Management, Management, Valuation, Strategic Planning, Operations Management, Corporate Finance, Microsoft Word, Onboarding
Education
University of California, Davis 2007 — 2011
B.A., International Relations, East Asian Studies
McKesson February 2015 - Present
San Francisco Health Plan June 2013 - January 2015
Ruckus Wireless August 2011 - June 2013
MassMutual Financial Group June 2010 - February 2011
Morgan Stanley March 2009 - June 2009
Skills
Accounts Payable, Mandarin, Financial Analysis, Microsoft Excel, Financial Modeling, Mutual Funds, Microsoft Office, PowerPoint, Investments, Strategic Financial..., Outlook, Customer Service, Accounting, Microsoft Word, QuickBooks, Financial Accounting, Access, Cantonese, Account Reconciliation, Journal Entries, SAP, Pivot Tables, Monthly Close, Internal Controls, Vlookup, Analysis
Education
University of California, Davis 2005 — 2009
Bachelor of Science, Managerial Economics
Lowell High School 2001 — 2005
Gusto (formerly ZenPayroll) July 2015 - Present
Dropbox December 2013 - July 2015
ClearSlide, Inc. March 2013 - December 2013
Bluewolf December 2012 - March 2013
Bluewolf June 2012 - December 2012
Morgan Stanley January 2012 - June 2012
Skills
Microsoft Office, Marketing Strategy, Website Redesign, Excel, Customer Service, Research, Customer Relations, Word, Social Media, ClearSlide, Training, Microsoft Word, Tires, Microsoft Excel, Hunting, Time Management, Leadership, Event Planning, Salesforce.com, Sales, SaaS, Marketing
Education
University of California, Davis 2008 — 2012
Bachelor of Arts, International Relations; World Trade emphasis
Cal High
San Francisco Chronicle and SFGate August 2015 - Present
Dropbox June 2015 - August 2015
Intuit August 2014 - May 2015
Intuit August 2013 - August 2014
Morgan Stanley September 2012 - December 2012
JDS Group/ Public Relations May 2012 - September 2012
NBCUniversal, Inc. May 2012 - September 2012
Delta Sigma Phi Fraternity January 2009 - December 2009
NBCUniversal, Inc. May 2009 - September 2009
Skills
Social Media, PowerPoint, Microsoft Word, Microsoft Excel, Research, Microsoft Office, Marketing, Editing, Lead Generation, Business Development, Salesforce.com
Education
University of California, Davis 2008 — 2013
Bachelor of Arts (B.A.), Economics, Communications, Graduated In March of 2013
State Street Global Services December 2014 - Present
State Street Global Services May 2013 - December 2014
Equilar August 2012 - May 2013
Morgan Stanley July 2011 - August 2011
Skills
Data Analysis, Microsoft Excel, Leadership, Investments, Bloomberg, VBA, SQL
Education
University of California, Davis - Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of California, Davis 2009 — 2012
Bachelor of Science, Managerial Economics
KPMG US July 2014 - Present
Rothstein Kass November 2013 - June 2014
Novogradac & Company LLP January 2013 - April 2013
Morgan Stanley April 2012 - June 2012
LogixData April 2011 - August 2011
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Partnership Taxation, Tax Preparation, Financial Services, Microsoft Office, Financial Statements, Adobe Creative Suite, CCH ProSystem fx, Financial Modeling, Accounting, Financial Reporting, GAAP, Tax, ProSystem fx Tax
Education
University of California, Davis 2010 — 2012
Bachelor of Science (B.S.), Managerial Economics, Overall GPA: 3.71
EdgeWave September 2012 - Present
Intuit September 2011 - September 2012
Milton's Fine Foods March 2011 - July 2011
Del Monte Foods June 2005 - January 2011
Young & Rubicam October 1997 - May 2003
Piper Jaffray June 1995 - September 1997
Morgan Stanley July 1994 - June 1995
Skills
Business Strategy, P&L Responsibility, Brand Development..., Marketing Strategy, Marketing..., Team Leadership, Product Management, Competitive Analysis, Market Analysis, Project Management, Customer Insight, Lead Generation, Marketing Communications, P
Education
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2005
MBA, Marketing
University of Washington 1990 — 1994
BA, Economics
Bay Street Research August 2014 - Present
Morgan Stanley September 2013 - December 2013
Steve Roberts Painting June 2011 - August 2011
AlumScout.com May 2010 - June 2011
Systron Donner Inertial Division August 2007 - February 2009
Enterprise Rent-A-Car February 2006 - February 2008
Sports Authority November 2006 - January 2007
Big 5 Sporting Goods July 2006 - October 2006
Eminent Servers February 2004 - October 2005
Skills
Business Planning, Microsoft Excel, Customer Service, Access, Social Networking, PowerPoint, Financial Modeling, Leadership, Operations Management, Gretl, Shazam, Gantt Charts, Critical Path Method, Technical Analysis, Fundamental Analysis, Top-Down Investing, Bottom-Up Investing, Futures Trading, Options Strategies, Portfolio Optimization, Equity Research, Web Design, Economics, Managerial Economics, Econometric Modeling, Pricing Analysis
Education
University of California, Davis 2012 — 2014
Bachelor's Degree, Managerial Economics
Delta Sigma Pi June 2015 - Present
Delta Sigma Pi January 2015 - June 2015
TEDxUCDavis December 2014 - June 2015
Delta Sigma Pi June 2014 - January 2015
Morgan Stanley September 2014 - December 2014
Acclarent a Johnson and Johnson company June 2013 - September 2013
Nordstrom July 2011 - July 2012
Skills
Public Speaking, Microsoft Office, Social Networking, Social Media, Advertising, Online Communications, Social Media Marketing, Marketing Communications, Marketing, Event Planning, Retail, Public Relations, PowerPoint, Market Research, Sales
Education
UC Davis
Bachelor of Arts (B.A.), International Relations, Economics
Foothill High School 2009 — 2012
High School Diploma
Hoag Hospital May 2014 - Present
VA Greater Los Angeles Healthcare System November 2013 - May 2014
Arch Health Partners April 2014 - April 2014
Belmont Fibers December 2012 - May 2013
Partners for the Common Good March 2011 - June 2011
Morgan Stanley January 2010 - March 2010
Skills
Mandarin, Leadership, Languages, Japanese, Accounting, Portfolio Management, Financial Analysis, Analysis, Strategy, Finance, Management, Public Speaking, Lean Management
Education
University of Southern California 2013 — 2015
Master's degree, Health/Health Care Administration/Management
University of California, Davis 2008 — 2012
B.S, Managerial Economics
State Street September 2014 - Present
State Street June 2013 - August 2014
State Street March 2012 - June 2013
State Street August 2010 - March 2012
International Affairs Journal at UC Davis August 2009 - March 2010
Nordstrom June 2009 - August 2009
Morgan Stanley January 2009 - June 2009
Skills
Accounting, Internal Controls, Account Reconciliation, General Ledger, Financial Reporting, Fund Accounting, Financial Accounting, Accruals, GAAP, Derivatives, Pricing, Portfolio Performance..., Auditing, Financial Statements, Futures, Equity Trading, Corporate Actions, Equity Swaps, CFD, VBA, Bloomberg, Financial Analysis, Microsoft Excel
Education
University of California, Davis 2005 — 2010
Bachelor of Science (BS), Managerial Economics
University of California, Davis
Bachelor of Arts (BA), International Relations
Machine Zone, Inc. September 2015 - Present
Ooyala November 2013 - August 2015
VMware June 2012 - November 2013
Oracle October 2011 - June 2012
Oracle July 2011 - October 2011
Morgan Stanley March 2011 - June 2011
Between the Flags Apparel November 2009 - March 2010
Center Medical Group June 2007 - September 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, HTML, Adobe Dreamweaver, CSS, Oracle Applications, Oracle E-Business Suite, Jobvite, Vana HRIS, Sales Compensation, Bonus Programs, Equity, work.com, Program Management
Education
University of California, Davis 2008 — 2011
Bachelor of Arts, Economics
Jazz Pharmaceuticals March 2015 - Present
Jazz Pharmaceuticals March 2013 - March 2015
Galderma Laboratories 2011 - 2013
AstraZeneca Pharmaceuticals 2008 - 2010
AstraZeneca Pharmaceuticals 2006 - 2008
AstraZeneca Pharmaceuticals 2003 - 2006
Morgan Stanley 2002 - 2003
Purdue Pharma, LP 2000 - 2002
Skills
Pharmaceutical Sales, Oncology, Business Planning, Sales Effectiveness, Pharmaceutical Industry, Product Launch, Territory Management, Biotechnology, Pharmaceutics, Selling Skills, Hospitals, Dermatology, Coaching, Sales Force Development
Education
University of California, Davis 1996 — 1998
Bachelors of Science, Microbiology
Socrata February 2015 - Present
Coraid January 2014 - December 2014
Coraid April 2013 - January 2014
Coraid October 2011 - April 2013
Brocade July 2009 - October 2011
Apple June 2008 - June 2009
Wells Fargo October 2006 - June 2008
Johnson & Johnson June 2007 - September 2007
Morgan Stanley June 2006 - September 2006
Education
University of California, Davis
B.S, Managerial Economics
Gusto (formerly ZenPayroll) March 2015 - Present
Square August 2014 - March 2015
Campus Recreation and Unions Event Services September 2013 - July 2014
Campus Recreation and Unions March 2012 - June 2014
Campus Unions and Recreations Event Services September 2011 - June 2014
Morgan Stanley September 2013 - January 2014
UC Davis Student Orientation March 2012 - September 2013
UC Davis February 2011 - December 2012
Skills
Data Analysis, Risk Management, Analytical Skills, Financial Analysis, Microsoft Excel, Research, Business Analysis, Finance, Public Speaking, Microsoft Office, Community Outreach, Microsoft Word, Customer Service, Teaching, Social Networking, Social Media, Teamwork, Accounting, Forecasting, Event Planning, PowerPoint, Leadership, Management, Analysis
Education
University of California, Davis
Economics and Communications
LinkedIn December 2014 - Present
LinkedIn October 2014 - December 2014
Engage3 January 2014 - July 2014
Morgan Stanley April 2014 - June 2014
Horus Tech, Inc. June 2013 - September 2013
Nguyen Trai Billiards September 2010 - September 2012
A&H Contracting January 2009 - August 2010
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Investment Research, PowerPoint, Economics, Management, Financial Reporting, Research, Public Speaking, Time Management, Stata, Python, Financial Modeling, Financial Analysis, Photoshop, OS X, Team Management, Economic Modeling, Customer Service, Microsoft Word, Windows, Financial Accounting, Salesforce.com, CRM, Analysis
Education
University of California, Davis 2012 — 2014
Bachelor of Arts (BA), Economics
UC Davis Graduate School Of Management November 2011 - June 2014
University of California June 2012 - August 2012
U.S. Department of Labor June 2012 - August 2012
Morgan Stanley April 2012 - June 2012
Morgan Stanley January 2012 - March 2012
Kumon June 2008 - August 2010
Skills
Microsoft Word, Microsoft Excel, Management, Databases, Online Advertising, Event Planning, PowerPoint, Photoshop, Training, Leadership, Research
Education
University of California, Davis 2011 — 2014
Bachelor of Arts, International Relations, Economics, Communication
Lowell High School 2006 — 2010
Blue Shield of California November 2013 - Present
World Financial Group (WFG) March 2013 - Present
Eddie Huang Insurance Agency July 2013 - November 2013
Department of Mathematics, UC Davis October 2012 - June 2013
Department of Mathematics, UC Davis January 2011 - June 2012
Morgan Stanley January 2012 - March 2012
Skills
Mathematics, Statistics, R, C, Unix, Teaching, Actuarial Exams, Economics, Probability, LaTeX, Microsoft Excel, PowerPoint, Microsoft Word, Windows, Mac, Calculus, Data Analysis, SAS, Access, Mandarin, Research, Actuarial Science, Microsoft Office, Quantitative Analytics, SQL, Tutoring, VBA, Finance, Mathematical Modeling, Probability Theory, Public Speaking, Event Planning, Teamwork, Training, Statistical Modeling, Insurance, Financial Modeling, Team Leadership
Education
UC Davis 2012 — 2013
Master of Science (MS), Statistics
UC Davis 2009 — 2012
Bachelor of Science (BS), Mathematics
UC Davis 2009 — 2012
Bachelor of Science (BS), Statistics
Oracle September 2014 - May 2015
Sycamore Lane Capital June 2014 - May 2015
NHI II, LLC March 2014 - January 2015
Oracle June 2014 - September 2014
JamHive June 2013 - September 2013
Morgan Stanley January 2013 - April 2013
Education
University of California, Davis 2011 — 2015
Bachelor of Science (B.S.), Managerial Economics
Zenefits December 2014 - Present
Ponga June 2013 - September 2013
Morgan Stanley July 2013 - August 2013
Economics and Business Student Association July 2012 - June 2013
Renee's Place June 2012 - September 2012
Skills
Social Media, Editing, Nonprofits, Public Speaking, Microsoft Office, Mathematics, Analysis, Strategy, Marketing, Finance, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Research, Data Analysis, Teamwork
Education
University of California, Davis 2009 — 2014
Bachelor of Science (B.S.), Managerial Economics, B
UC Davis 2009 — 2013
Bachelor of Science (B.S.), Managerial Economics
The Princeton Review January 2014 - Present
Bolt Consulting June 2013 - Present
Intel Corporation March 2012 - June 2013
The Princeton Review December 2007 - June 2012
Morgan Stanley July 2011 - December 2011
UC Davis June 2009 - January 2011
State Street Corporation July 2008 - March 2009
Bolt Colognes October 2006 - June 2007
Skills
Forecasting, Financial Modeling, Data Analysis, Financial Analysis, Economics, Microsoft Excel, Salesforce.com, Statistics, Quantitative Analytics, R, SAS, PowerPoint, Access, Pure Mathematics, Mathematics, Matlab, Project Planning, Microsoft Office, Social Media
Education
UC Davis 2006 — 2011
BS; BA, Mathematics, Economics
Folsom High School 2002 — 2006
HS Diploma, Most Intriguing
Morgan Stanley March 2015 - June 2015
Accenture June 2014 - August 2014
Symmetricom June 2013 - September 2013
UC Davis September 2012 - December 2012
Mercedes-Benz Research and Development, North America July 2012 - September 2012
California Tamil Academy 2008 - 2011
Skills
C++, Programming, Microsoft Office, Microsoft Excel, Linux, Algorithms, Windows, PowerPoint, C, Public Speaking, Microsoft Word, Matlab, Java, Autodesk Inventor, JIRA, Quality Center, Test Cases, Tutoring, Python, Electrical Engineering, Computer Science, Discrete Mathematics, Testing, Android, Photoshop, Data Analysis, Illustrator, Manual Testing, Eclipse, Graph Theory, HTML 5, Data Structures, JavaScript, SysAid, iOS Development, Xcode, Software Development, Technology Management, Swift
Education
University of California, Davis 2011 — 2015
Bachelor's Degree, Computer Science and Engineering
Monta Vista High School 2007 — 2011
Bond Services of California December 2001 - Present
Morgan Stanley March 1999 - December 2001
Skills
Insurance, Account Management, Civil Litigation, Claim, Commercial Insurance, Investments, Property, Retirement Planning, Risk Management, Underwriting, Team Building, Professional Liability, Public Speaking, Management, Customer Service, Sales, Microsoft Excel, Bonds, Contract Negotiation, Leadership, Legal Liability, Strategic Planning
Education
University of California, Davis 1994 — 1996
B.S., Economics
Net Impact Berkeley August 2014 - Present
Levi Strauss & Co. June 2015 - August 2015
Morgan Stanley August 2014 - December 2014
Berkeley Investment Group August 2014 - December 2014
Trumaker February 2014 - July 2014
Fountainhead-atg Consulting June 2012 - June 2013
Haas School of Business April 2012 - December 2012
Skills
Fundraising, Public Speaking, Social Media Marketing, Public Relations, Marketing, Social Media, Research, Microsoft Office, Event Planning, Business Strategy, Strategic Consulting, Entrepreneurship, Marketing Strategy, Equity Research, PowerPoint, Microsoft Excel, Leadership
Education
University of California, Berkeley, Haas School of Business
Business Administration, Entrepreneurship and Technology
Foothill High 2009 — 2013
Economics and Business Student Assocation June 2015 - Present
UC Davis June 2015 - Present
UC Davis September 2013 - June 2015
Morgan Stanley October 2014 - December 2014
UQ Marketing January 2014 - April 2014
Skills
Marketing, Public Speaking, PowerPoint, Higher Education, Student Affairs, Event Planning, Academic Advising, Community Outreach, Statistics, Editing, Fundraising, Social Media
Education
University of California, Davis 2012 — 2016
Managerial Economics, Sophomore
San Francisco Unified School District August 2015 - Present
Stratford School April 2015 - Present
Stratford School November 2014 - April 2015
North Davis Elementary September 2013 - December 2013
Spotify September 2013 - November 2013
Morgan Stanley July 2013 - September 2013
24 Hour Fitness September 2011 - August 2012
24 Hour Fitness September 2009 - September 2011
Skills
Social Media, Friendly Personality, Networking, Customer Service, Time Management, Energetic team player, Leadership, Strategic Planning, Team Leadership, Teamwork
Education
University of California, Davis 2012 — 2014
Bachelor of Arts (B.A.), Sociology: Organizational Studies
University of California, Davis 2012 — 2014
Minor, Education
Creative Artists Agency November 2014 - Present
Morgan Stanley April 2014 - August 2014
UC Davis Strategic Communications February 2013 - June 2014
6Theory Media July 2012 - June 2013
Education
University of California, Davis 2010 — 2014
GoPro January 2015 - Present
Gymboree December 2013 - January 2015
Safeway November 2012 - December 2013
Morgan Stanley January 2012 - August 2012
Morgan Stanley January 2012 - March 2012
Phi Kappa Psi March 2011 - March 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, Public Speaking, Teamwork, Windows, English, Event Planning, InDesign, Facebook, Management, Analysis, Data Analysis, Leadership, Social Networking, Communication, Finance, Forecasting, Inventory Management, Retail, Team Building, Sales, Access, Strategic Planning
Education
University of California, Davis 2008 — 2012
Bachelor of Science, Managerial Economics
University of California, Davis 2008 — 2012
Bachelors of Science, Managerial Economics
Wilcox High School
Liberty Mutual Insurance June 2015 - Present
UC Davis Graduate School of Management September 2013 - Present
Alpha Kappa Psi June 2014 - June 2015
Apple January 2014 - January 2015
Morgan Stanley June 2014 - August 2014
Alpha Kappa Psi December 2013 - June 2014
Fluent Grp October 2013 - December 2013
Kumon June 2013 - September 2013
Computers in Technology Class April 2013 - September 2013
American Business Association March 2013 - June 2013
Skills
Social Media, Leadership, Teamwork, Public Speaking, Microsoft Office, Team Leadership, Microsoft Word, Customer Service, Microsoft Excel, Communication Skills, Event Planning, Photoshop, Research, Team Building, Management, Social Networking, Market Research, Social Media Marketing, Prezi, Fundraising, Analytical Skills, Access, Editing, Social Media Research, Solver
Education
University of California, Davis 2012 — 2016
Bachelor of Science (B.S.), Managerial Economics
John A. Rowland High School 2009 — 2012
High School Diploma
Pacific Gas and Electric Company June 2012 - Present
Con Edison February 2009 - May 2012
Pacific Gas and Electric Company February 2008 - February 2009
Pacific Gas & Electric May 2007 - February 2008
Pacific Gas & Electric August 2006 - May 2007
Pacific Gas & Electric, Regulatory Relations Rotation Program August 2005 - August 2006
Northwestern Mutual September 2004 - January 2005
Forego Development Ltd. July 2004 - August 2004
Merrill Lynch January 2004 - June 2004
Morgan Stanley January 2004 - June 2004
Skills
Energy Policy, Energy, Advocacy, Energy Efficiency, Natural Gas, Electricity Markets, Natural Gas Markets, Utility Regulation, Regulatory Affairs, Contract Management, Economics, Electric Power, Energy Markets, Policy, Renewable Energy, Energy Economics, Analysis, Smart Grid, Demand-side Management, Project Management, Energy Industry, Utility Industry, Demand Response, Strategy, Commodity Markets, Cleantech, Smart Metering, Procurement, Energy Management
Education
University of California, Davis 2001 — 2005
Bachelor of Arts
Visa January 2015 - Present
UC Davis June 2013 - September 2014
Morgan Stanley March 2014 - June 2014
Fox Consulting Group LLC August 2013 - December 2013
Ace Parking December 2011 - December 2012
Skills
Analysis, Qualitative Data, Economics, PowerPoint, Microsoft Excel, Management, SharePoint, Business Strategy, Finance, Market Research, Executive Reporting, Reporting & Analysis, Microsoft Office, Strategic Planning, Teamwork, Microsoft Word, International Trade, Chinese, Sales, Marketing Communications, Customer Service, English, Spanish, Entrepreneurship, Access, Public Speaking
Education
UC Davis 2012 — 2014
Bachelor of Arts (B.A.), Economics
Oceana High School 2007 — 2010
High School
Digital Realty April 2014 - Present
ON24 May 2013 - March 2014
ON24 November 2011 - April 2013
Morgan Stanley March 2011 - May 2011
Liberty Mutual Insurance June 2010 - September 2010
Comcast June 2009 - September 2009
BEMA Electronics April 2007 - September 2007
Skills
Salesforce.com, Consulting, Sales Operations, Data Analysis, Sales, Project Implementation, Xactly Incent, Sales Strategy, Business Process..., Business Analytics, Contract Management, Marketing, Project Management, Market Analysis, Competitive Analysis, Cross-functional Team..., Microsoft Office, Sales Support, Contract Negotiation, Start-ups, Business Development, Sales Analytics, Analysis, Leadership, MS Office Suite, Sales Enablement, Sales Management, Sales Process, Metrics Analysis, Enterprise Software, Sales Pipeline..., Revenue Forecasting, Sales Metrics, Cantonese, Lead Generation, Marketing Strategy, SaaS, Java
Education
Salesforce University 2015 — 2015
Salesforce.com Administration Essentials for New Admins (ADM201)
University of California, Davis 2007 — 2011
Bachelor of Science, Managerial Economics
Workday August 2014 - Present
Delta Sigma Pi June 2013 - February 2014
ShoppingScout October 2013 - January 2014
Engage3 October 2013 - January 2014
Delta Sigma Pi February 2013 - June 2013
Morgan Stanley January 2013 - March 2013
Alpha Omicron Pledge Class October 2012 - January 2013
Target June 2009 - September 2009
Netflix May 2009 - September 2009
Skills
Computer Science, PowerPoint, HTML, C++, Python, Team Leadership, Team Management
Education
University of California, Davis 2009 — 2014
Bachelor of Science (BS), Managerial Economics
Bolsa Grande High School 2005 — 2009
Dolby Laboratories May 2014 - Present
Pacific Gas and Electric Company March 2012 - April 2014
Pacific Gas and Electric January 2011 - March 2012
Deloitte September 2009 - January 2011
Amplitood September 2008 - March 2009
The Grand Star Registrar LLC July 2007 - June 2008
Morgan Stanley January 2008 - March 2008
Skills
Microsoft Office, Accounting, Budgets, Forecasting, SAP, Budgeting, Entrepreneurship, Strategic Financial..., Marketing, Analytics, Strategy, Investor Relations, Corporate Finance, Technology
Education
University of California, Davis 2005 — 2009
BS, Managerial Economics
Lick-Wilmerding High School 2001 — 2005
High School Diploma, Liberal Arts
SVB Capital November 2014 - Present
Gomroo, Inc. September 2013 - June 2015
Morgan Stanley September 2012 - September 2014
State Street June 2013 - August 2013
Apple June 2011 - September 2011
Skills
Finance, Investments, Analysis, Economics, Entrepreneurship, C++, Portfolio Management, Microsoft Excel, Accounting, Mutual Funds, Training, Financial Analysis, Banking, Trading, Visual Basic, Data Analysis, Python, Tableau, SQL, Databases, Venture Capital
Education
University of California, Davis 2010 — 2014
Bachelor of Science (B.S.), Managerial Economics, 3.99 Cumulative GPA
Cupertino High School 2006 — 2010
Oportun (Formerly known as Progreso Financiero) August 2015 - Present
Oportun November 2012 - August 2015
Oportun August 2011 - October 2012
Chase 2011 - 2011
VulkanStore.com 2010 - 2011
Morgan Stanley June 2010 - August 2010
Skills
Spanish, Financial Analysis, Customer Relations, Marketing Strategy, Leadership Development, Latin America, Microfinance, Sales Management, Social Media Marketing, Entrepreneurship, Brazilian Portuguese, Customer Service, Business Development, Account Management, Marketing, Time Management, Sales, Forecasting, Start-ups, B2B, Coaching, Leadership, Credit, Budgets, Strategic Planning, Sales Operations, Product Marketing, Training, Analytics
Education
University of California, Berkeley, Haas School of Business 2015 — 2018
Master of Business Administration (MBA)
University of California, Davis
Economics; International Trade and Development
Colégio Marista de Natal
Novato High School
Jackson Lewis P.C. October 2014 - Present
Wilson Elser May 2014 - October 2014
Union Beer Distributors June 2013 - January 2014
Morgan Stanley June 2011 - August 2011
LogixData January 2011 - May 2011
Skills
R, Statistics, Finance, Data Analysis, Economics, C, C++, MS Office, Microsoft Excel, Microsoft Word, PowerPoint, Research
Education
University of California, Davis 2008 — 2012
Bachelor's of Science and Arts, Statistics and Economics
Intuit July 2014 - June 2015
Student Affairs Marketing and Communications November 2013 - June 2014
Student Academic and Success Center October 2013 - June 2014
Sodexo April 2013 - November 2013
Campus Special January 2013 - June 2013
Morgan Stanley January 2013 - March 2013
University of California, Davis February 2012 - March 2013
Skills
Marketing, Sales, Salesforce.com, Event Planning, Research, Microsoft Office, Social Media Marketing, PowerPoint, Social Media, Leadership, Online Advertising, Community Outreach, Microsoft Excel, Entrepreneurship, Photoshop, Web Development, Data Management, Video Editing, Public Speaking, Microsoft Word, Customer Service, Pre-sales, Social Networking
Education
University of California, Davis 2010 — 2014
Communication & Global International Studies
UC Davis Summer Abroad - Travelers in Greece 2013 — 2014
Topics in Global Literatures and Cultures
Udemy
Logitech 2012 - Present
Safeway 2011 - 2012
Safeway 2010 - 2011
Safeway 2008 - 2010
Safeway 2007 - 2008
Morgan Stanley 2006 - 2006
Skills
Financial Analysis, Financial Planning, Financial Modeling, Microsoft Excel, Access, PowerPoint, Essbase, Teradata, Inventory Analysis, Pricing Analysis, Strategic Financial..., Analysis, Budgets, Forecasting, Finance
Education
University of California, Davis
B.S., Managerial Economics, Political Science
Highland Capital Partners July 2014 - Present
ENJOY Inc. August 2015 - Present
Morgan Stanley June 2013 - June 2014
Morgan Stanley June 2012 - August 2012
Lazard November 2011 - January 2012
Morgan Joseph TriArtisan LLC May 2011 - August 2011
Renewable Analytics July 2010 - June 2011
Bloom Energy June 2009 - August 2009
Skills
Excel, Bloomberg, Financial Modeling, Valuation, Data Analysis, Microsoft Excel, PowerPoint, Statistics, Investment Banking, Microsoft Word, Economics, Financial Analysis, Corporate Finance, Capital IQ, DCF, LBO, Finance, Venture Capital, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration and CET Alumnus
Mission San Jose High School
State Street November 2014 - Present
Morgan Stanley July 2014 - August 2014
Sears Holdings Corporation March 2011 - August 2013
Skills
Programming in C, C++, Customer Persuation, Time-efficient, Teamwork, Money-handling, Leadership, Friendly Personality, Sales, Customer Service and..., Microsoft Office, Accounting Knowledge, Financial Services, Easily Adaptable, Always Willing to Learn, Investments, Microsoft Excel, PowerPoint, Analysis, Portfolio Management, Microsoft Word, Accounting, Asset Management, Valuation, Finance
Education
University of California, Davis 2011 — 2015
Bachelor of Science (BS), Managerial Economics
Gigya February 2015 - Present
Timetric September 2013 - January 2015
Morgan Stanley April 2013 - June 2013
De Anza College September 2010 - March 2011
Skills
New Business Development, Sales, Sales Management, Data Analysis, Analysis, Microsoft Excel, Market Research, Microsoft Office, PowerPoint, Financial Analysis, Teamwork, Accounting, Stata, Access, Financial Modeling, Management, Research, Time Management, Business Strategy, Competitive Analysis, Matlab, R, Python, Marketing, Leadership, Marketing Strategy, Strategy, SaaS, Complex Sales, Lead Generation, Forecasting
Education
University of California, Davis
Bachelor of Science (BS), Managerial Economics, Statistics, Economics
Sacramento Kings May 2014 - Present
One Kings Lane 2012 - 2015
One Kings Lane 2012 - 2015
Pronghorn, An Auberge Resort December 2011 - July 2014
Pronghorn, An Auberge Resort 2011 - 2013
Morgan Stanley June 2000 - September 2011
Macerich January 1989 - June 2000
Skills
Corporate Development, Business Planning, Strategic Partnerships, Start-ups, Financial Analysis, Strategic Planning, Financial Modeling, Mergers, Due Diligence, Business Strategy, M&A experience, Entrepreneurship, Valuation, Mergers & Acquisitions, IPO, Investment Management, Venture Capital, Private Equity
Education
University of California, Berkeley - Walter A. Haas School of Business 1996 — 1999
MBA
University of California, Los Angeles 1985 — 1988
BA, Economics/Business
UC Davis Campus Recreations and Unions June 2012 - June 2013
The California Aggie April 2012 - April 2013
Alpha Phi Omega National Service Fraternity October 2010 - December 2012
Morgan Stanley June 2012 - August 2012
Associated Students of the University of California, Davis April 2010 - March 2011
Smash Crew at UC Davis February 2009 - June 2010
GamersMark.com August 2004 - January 2010
AllIsBrawl.com August 2008 - November 2009
Skills
Editing, Blogging, Newspapers, Public Speaking, Government, Research, Editorial, Microsoft Office, Newspaper, Community Outreach, Writing, Gaming Industry, Publishing, Public Relations, Budgets, Fundraising, Microsoft Word
Education
University of California, Davis 2008 — 2013
Political Science
Scopely August 2015 - Present
Hulu January 2014 - July 2015
Hulu July 2012 - December 2013
ADPublishing.org, LLC March 2011 - July 2012
Red Baron Films June 2011 - August 2011
Morgan Stanley March 2011 - June 2011
Red Baron Films June 2010 - September 2010
San Luis Obispo Chamber of Commerce June 2009 - September 2009
Skills
Online Advertising, Ad Trafficking, Statistical Reporting, Microsoft Excel, Sponsorship Sales, SEO, Public Speaking, Fundraising, Press Releases, HTML, Wordpress, DoubleClick, Google Adwords, Google Analytics, Premiere, Photoshop, Illustrator, PowerPoint, Advertising
Education
University of California, Davis
Continuing for B.S., Managerial Economics
Protiviti March 2015 - Present
Sagent Management October 2014 - February 2015
KPMG July 2013 - September 2013
Transamerica Financial Advisors, Inc. October 2011 - July 2012
資誠 PwC Taiwan June 2009 - June 2011
Morgan Stanley January 2009 - March 2009
Skills
DCF, Bloomberg Terminal, Capital IQ, Chinese, Corporate Tax, Assurance, Translation, Sensitivity Analysis, Consulting, Transfer Pricing, DCF Valuation, Microsoft Office, Management, US GAAP, Financial Reporting, Financial Analysis, Microsoft Excel, Finance
Education
University of Rochester - Simon Business School 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance, 3.58
University of California, Davis 2005 — 2009
Bachelor of Science (B.S.), Managerial Economics, 3.29
Gusto (formerly ZenPayroll) September 2015 - Present
Gusto (formerly ZenPayroll) May 2015 - September 2015
Lufthansa September 2014 - February 2015
UC Davis Stores August 2011 - August 2014
Morgan Stanley July 2012 - August 2012
Skills
Microsoft Excel, Research, Leadership, Customer Service, Analysis, Training, Microsoft Word, Data Analysis, PowerPoint, Data Entry, Teamwork, Public Speaking, Microsoft Office, Event Planning, Social Networking
Education
University of California, Davis 2010 — 2014
Bachelor of Arts (B.A.), Economics, (B.A.) Communication
Lowell High School 2006 — 2010
Intuit July 2012 - July 2014
Brocade April 2010 - October 2011
Apple June 2009 - February 2010
Morgan Stanley December 2007 - March 2008
East Bay Garment Cutting and Sewing Services August 2004 - November 2007
Skills
Troubleshooting, Customer Service, Mac OS X, Salesforce.com, Access, PowerPoint, Excel, Word, Microsoft Office, Outlook, Customer Relations, Business Analysis, Windows, Python, Cloud Computing, Process Improvement, SharePoint, Public Speaking, Account Management, Research, Visio, Microsoft Excel, Strategy, Microsoft Word, OS X, Program Management, Leadership
Education
University of California, Davis 2006 — 2010
Bachelor of Arts
Nexus IS, a Dimension Data Company October 2012 - Present
Cisco/WebEx August 2011 - September 2012
Cisco/WebEx August 2010 - August 2011
Cisco/WebEx July 2008 - August 2010
Cisco/WebEx May 2004 - July 2008
Silicon Energy, now Itron Inc March 2002 - May 2004
TrueSAN April 2001 - November 2001
RightWorks, now JDA Software February 2001 - April 2001
CyberSource, now VISA September 1999 - February 2001
Morgan Stanley July 1998 - September 1999
Skills
Situational Leadership, Solution Selling, Sales Management, Software Sales, WebEx, Salesforce.com, Training & Development, Leadership Development, Territory Planning, Team Management, Value Selling, Sales Metrics, SaaS, Cloud Computing, Enterprise Software, Competitive Analysis, Leadership, Email Marketing, Employee Training, Sales Operations, Sales, CRM, Selling, Sales Process, Direct Sales, Global E-commerce, Cross-functional Team..., Cold Calling, Account Management, Business Development, Software Industry, Unified Communications, Product Management, Strategic Partnerships, Start-ups, Mobile Devices, Sales Enablement, Marketing Strategy, Data Center, VoIP, Strategy, Management, Professional Services, Networking, Lead Generation, Consulting, Managed Services, Security, Call Centers, Partner Management
Education
Cisco Advanced Management Series (CAMS) 2011 — 2011
Leadership and Management
Cisco Management Series (CMS) 2010 — 2011
Leadership and Management
University of California, Davis 2009 — 2009
Executive Program (Executive Leadership)
University of California, Davis 1991 — 1996
B.S., Biological Psychology
Mountain View High School 1987 — 1991
Equilar July 2014 - Present
Equilar August 2013 - June 2014
Morgan Stanley December 2011 - August 2012
Morgan Stanley September 2011 - December 2011
New Chinatown Pharmacy September 2009 - January 2010
Oakland Unified School District September 2006 - May 2008
Skills
R, SQL, Data Analysis, Econometrics, Microsoft Office, Stata, Industry Research, Financial Analysis, Investments, Python, Shell Scripting, shinyapps, dplyr, ggplot2, Web Scraping
Education
UC Davis 2008 — 2013
Bachelor of Art and Science, Economics and Psychology
Chartered Financial Analyst Institute
Investments and Securities
UBS March 2009 - Present
Morgan Stanley April 2002 - March 2009
Providian Financial February 1999 - April 2002
Education
University of Southern California - Marshall School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Business & Entrepreneurship
University of California, Davis 1986 — 1990
BA, Economics
University of California, Davis 1986 — 1990
BA, International Relations
Location Labs December 2011 - Present
UC Davis Internship and Career Center September 2011 - June 2012
Target August 2011 - October 2011
Target June 2011 - August 2011
Morgan Stanley January 2011 - June 2011
College Works Painting September 2009 - October 2010
College Works Painting January 2009 - September 2009
Special Task Force July 2006 - July 2008
Skills
Team Leadership, Application Lifecycle..., Agile Project Management, Problem Solving, Data Analysis, Financial Analysis, Time Management, Budgeting, Public Speaking, Customer Relations, PowerPoint, Excel, Word, Outlook, Access, MS Project, New Business Development, Career Advising, Job Search Strategies
Education
University of California, Davis 2008 — 2012
Bachelor of Science, Managerial Economics
Citco Fund Services August 2006 - September 2012
Morgan Stanley 2005 - 2006
Education
University of California, Davis
Economics, Accounting
Southern California Edison (SCE) August 2015 - Present
Southern California Edison April 2013 - Present
Southern California Edison August 2011 - April 2013
USC Marshall School of Business August 2009 - August 2011
Amgen June 2010 - August 2010
Morgan Stanley August 2005 - August 2009
Pfizer Pharmaceuticals June 2003 - June 2004
Skills
Financial Modeling, Competitive Analysis, Market Research, Financial Analysis, Cross-functional Team..., Strategic Planning, Valuation, Data Analysis, Marketing Strategy, Business Strategy, Analytics, Strategy, Market Analysis, Business Development, Project Management, Marketing, Product Management, Product Marketing, Forecasting, Marketing Research, Business Analysis
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Strategy & Marketing
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2005
B.S., Business Administration - Finance
Port City Realty June 2007 - Present
Morgan Stanley May 2006 - May 2007
KB Home April 2005 - April 2006
Kimball Hill Homes February 2004 - March 2005
Skills
Short Sales, Marketing, Investment Properties, Real Estate, Management, Customer Service, Microsoft Office, Sales, Selling, Brokerage, Referrals, Residential Homes, Finance, Negotiation, Contract Negotiation
Education
University of California, Davis 1995 — 2008
BS, Genetics
JPMorgan Chase Bank, N.A September 2014 - Present
JPMorgan Chase Bank, N.A. October 2012 - August 2014
Bank of America August 2010 - July 2012
Enterprise Rent a Car January 2008 - May 2010
Morgan Stanley June 2007 - September 2007
Skills
Loans, Retail Banking, Building Relationships, Customer Service..., Customer Service, Sales, Management, Microsoft Office, Finance, Banking
Education
UC Davis 2005 — 2008
Bachelor of Arts, Economics
Visa November 2014 - Present
Oracle June 2013 - June 2014
University of Cambridge September 2012 - February 2014
UC Berkeley August 2008 - August 2012
Morgan Stanley June 2011 - August 2011
America's Growth Capital May 2010 - August 2010
United States Department of the Treasury June 2009 - July 2009
Skills
PowerPoint, Financial Modeling, Microsoft Excel, Microsoft Office, Research, Public Speaking, Social Media, Financial Analysis, Microsoft Word, Valuation, Fundraising, Finance, Mergers & Acquisitions, Real Estate, Data Analysis, Analysis, Teamwork, Business Strategy, Leadership, Investment Banking
Education
University of Cambridge 2012 — 2013
Master of Philosophy (MPhil), Real Estate Finance
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
Bachelor of Science, Business Administration
Forever 21 August 2015 - Present
Charlotte Russe April 2012 - August 2015
Gap Inc. April 2010 - April 2012
Gap Inc. April 2008 - April 2010
Accounting & Financial Services, Davis, CA July 2006 - March 2008
Enterprise Rent-A-Car June 2007 - September 2007
Logan & Associates March 2000 - June 2007
Morgan Stanley June 2006 - December 2006
Skills
Trend Analysis, Merchandising, Management, Sales, Strategy, Analysis, Competitive Analysis, Retail, Marketing, Financial Analysis, Finance, Project Planning, Analytics, Pricing, Merchandise Planning, Customer Service, Microsoft Excel
Education
University of California, Davis
BA, International Relations, Economics
Personal Capital June 2014 - Present
Scottrade October 2013 - May 2014
Ashford University August 2011 - October 2013
Morgan Stanley 2011 - August 2011
Skills
Customer Service, Financial Analysis, Student Financial Aid, Financial Services, Team Leadership, Microsoft Excel, CampusVue, Financial Planning, Accounts Receivable, Title IV, Economic Modeling, Economic Research, Statistical Data..., Ice Hockey, Student Loans
Education
University of California, Davis 2008 — 2011
B.A., Economics
University of California, Davis 2008 — 2011
B.A., Sociology: Organizational Studies
ServiceNow – The Enterprise Cloud Company July 2015 - Present
UC Davis Campus Recreation and Unions September 2012 - Present
UC Davis Managerial Economics Department August 2014 - June 2015
UC Davis Campus Recreation and Unions July 2013 - June 2014
Morgan Stanley January 2014 - March 2014
Camp Adventure Child and Youth Services January 2013 - August 2013
Education
University of California, Davis 2011 — 2015
Bachelor's Degree, Managerial Economics
Bank of the West July 2015 - Present
Franklin Templeton Investments November 2009 - July 2015
Investment Architects Inc May 2009 - October 2009
Morgan Stanley April 2008 - May 2009
UC Davis Public Health Sciences Division of Biostatistics May 2008 - March 2009
Skills
Mutual Funds, Finance, Investments, Project Management, Customer Service, Cost Basis, Process Improvement, SharePoint, Cost Basis Reporting, Risk Management, Workflow, InfoPath Forms, Systems Analysis, Business Objects, Business Intelligence, Requirements Analysis, Business Process, Continuous Improvement, Business Requirements, ITIL v3 Foundations..., IT Service Management
Education
University of California, Davis 2005 — 2008
Bachelor of Arts, Economics and Statistics
UC Berkeley Extension 2013 — 2014
Certificate Program in Project Management, Project Management
Diamond Bar High School 2001 — 2005
High School
Cisco July 2015 - Present
WomenNow TV January 2015 - Present
Center for Student Involvement: Club Finance Council September 2014 - June 2015
Intel Corporation March 2014 - March 2015
Nanomaterials Research Unit (NEAT ORU) August 2013 - August 2014
Engineering Translational and Technological Center January 2014 - June 2014
Indian Student Association September 2013 - May 2014
CBS Radio January 2014 - March 2014
Morgan Stanley July 2013 - August 2013
UC Davis Annual Fund October 2012 - November 2012
Skills
Management, Leadership, Marketing, Coordinating Events, Time Management, Entrepreneurship, Team Leadership, Public Speaking, Customer Service, Teamwork, Programming, Web Design, Accounting, Computer Graphics Design, Data Analysis, Microsoft Office, PowerPoint, Microsoft Word
Education
University of California, Davis 2011 — 2015
Bachelor's Degree, Managerial Economics (Management with Emphasis in Economics), Minor in Education, Senior
Wells Fargo CMS, Research and Inquiry team October 2012 - Present
Samsung C&T, Engineering & Construction Group April 2010 - August 2012
The Timken Company November 2008 - January 2010
Wells Fargo July 2007 - August 2008
Morgan Stanley January 2006 - June 2006
Skills
SAP, JDE, banker system platform, Bilingual, Sales, Operations Management, Account Management, Product Management, Product Marketing, Financial Analysis, Finance, Microsoft Excel, Accounting, Banking, Education, ESL, TESOL, Strategic Financial..., Personal Development, Personal Training, Investment Banking, Retail Banking, Analysis, Asset Management, Financial Modeling, Outlook, Financial Services, JD Edwards, Portfolio Management, Analytics, Credit, Customer Service, Marketing, Investments, Data Analysis, Loans, Risk Management
Education
UC Davis 2003 — 2007
Bachelor of Arts (BA), Economics
University of California, Davis 2003 — 2007
Bachelor of Arts (B.A.), Music
Mindleader Agrosience Corporation June 2015 - July 2015
UC Davis April 2014 - April 2015
Morgan Stanley January 2014 - October 2014
UC Davis College of Agriculture and Environmental Sciences May 2014 - September 2014
Guosen Securities June 2013 - September 2013
British Standards Institute BSI Beijing June 2012 - September 2012
Skills
Microsoft Excel, Forecasting, Leadership, Teamwork, SQL, Regression Analysis, R, Matlab, C++, C, Visual Basic
Education
Boston Univeristy 2015 — 2017
Master in Science of Mathematical Finance, Financial Mathematics
University of California, Davis 2013 — 2015
Bachelor of Science (B.S.), Managerial Economics, 3.96
UC Riverside 2012 — 2014
Non-Degree Foreign Exchange Student, Business Administration and Management( Foreign Exchange Student), 4.0
Uber August 2015 - Present
Logitech May 2014 - August 2015
Intel Corporation January 2014 - March 2014
Intel Corporation December 2012 - December 2013
Morgan Stanley October 2012 - December 2012
Skills
Project Management, Team Leadership, Time Management, Marketing Communications, Organizational..., Marketing, Social Responsibility, Strategic Communications, Interviews, Volunteer Management, Training, Internal Communications, Recruiting, Social Networking, Sales, Human Resources, Team Building, Advertising, Talent Management, Strategic Planning, Marketing Strategy, Online Advertising, Corporate Communications, Online Marketing, Budgets, Employee Engagement, Employee Relations, Retail, Leadership Development, Outlook, Press Releases, Media Relations, Newsletters, Community Development, Coaching, Account Management, Networking, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of California, Davis
BA, Communication, Professional Writing
Inc. Magazine June 2015 - Present
Forbes May 2014 - June 2015
Forbes May 2011 - May 2014
The New Yorker January 2011 - May 2011
Vogue January 2011 - May 2011
The Row, LLC / Dualstar Entertainment Group September 2010 - December 2010
Morgan Stanley June 2010 - August 2010
The California Aggie August 2009 - 2010
Skills
Social Media, PowerPoint, Blogging, Editorial, Facebook, Editing, Press Releases, Journalism, Copy Editing, Copywriting, Publishing, News Writing, Web Content, AP Style, Feature Articles, Writing
Education
University of California, Davis 2006 — 2010
B.A., English, Economics
Andrew Hill High School
Morgan Stanley October 2010 - Present
Education
University of California, Davis 1995 — 2000
Bachelors of Science, Political Science
University of California, Los Angeles
Certificate in Personal Financial Planning, Financial Planning and Services
University of California, Los Angeles
Certificate in Accountng
Hong Kong and Macau Student Association at UC Davis October 2014 - Present
Morgan Stanley July 2015 - August 2015
Atelier FCJZ August 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, CAD, Working Drawings, Final Cut Pro, Photoshop, Feasibility Studies, Administration, Databases, Python, Basic HTML
Education
University of California, Davis 2014 — 2018
Bachelor of Science (BS), Mechanical Engineering, 3.86
Pui Ching Middle School 2007 — 2014
High School, Biology, General
Andersen Tax August 2015 - Present
Andersen Tax June 2014 - August 2014
Morgan Stanley April 2014 - June 2014
Snyder Capital Management June 2013 - August 2013
Skills
Valuation, Investments, Portfolio Management, Economics, Finance, Securities, Fundamental Analysis, Trials, Financial Modeling, Bloomberg, Financial Analysis, Corporate Finance, Options, Bloomberg Terminal, Team Management
Education
University of California, Davis
Bachelor of Science (B.S.), Managerial Economics, 3.63 GPA
State Street Investment Analytics September 2013 - Present
State Street Investment Analytics April 2011 - September 2013
State Street May 2009 - April 2011
Finance & Investment Club at UC Davis May 2007 - June 2010
Global Heritage Fund June 2008 - September 2008
Morgan Stanley January 2008 - June 2008
Red Herring June 2007 - September 2007
Red Herring June 2006 - September 2006
Skills
Investments, Leadership, Start-ups, Equities, Bloomberg, Analysis, Management, Market Risk, Financial Analysis, Analytics, Bloomberg Terminal, Teamwork, Corporate Finance, Fund Of Funds, Alternative Investments, Hedge Funds, Valuation, Derivatives, Finance, Mutual Funds, Financial Modeling, Economics, Portfolio Management, Quantitative Analytics, Fund Accounting, Fixed Income, Training, Accounting
Education
University of California, Davis 2005 — 2009
Economics
DataStax July 2015 - Present
Accenture December 2014 - Present
Citi September 2013 - September 2014
Morgan Stanley June 2012 - August 2012
Skills
Sales, SaaS, Enterprise Software, Databases, Sales Development, NoSQL, B2B, Solution Selling, Salesforce.com, Analytics, Management, Wealth Management, Valuation, Banking, Retail Banking, Microsoft Excel, Project Management, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking
Education
University of California, Davis 2009 — 2014
Bachelor of Arts (B.A.), Economics
Los Gatos High School
Delta Sigma Pi February 2015 - June 2015
Morgan Stanley January 2015 - March 2015
Richard S. Dawson Company August 2014 - September 2014
Camp Crazzy Wasewagan May 2014 - August 2014
KIWIN'S of Key Club International August 2010 - May 2014
Skills
Public Speaking, Event Planning, Social Media, Leadership, Fundraising, Social Networking, Critical Thinking, Management, Communication, Community Outreach, Research, Social Media Marketing, Nonprofits, Project Management, Photoshop, Administration, Microsoft Excel, Facebook, Editing, Spanish, Creative Writing, Teaching
Education
University of California, Davis 2014 — 2018
Bachelor of Science (B.S.) Business/Managerial Economics, Bachelor of Arts (B.A.) Design
St. Lucy's Priory High School 2010 — 2014
UC Davis September 2015 - Present
University of Illinois at Urbana-Champaign July 2015 - August 2015
Jump Trading Simulation and Education Center June 2015 - August 2015
Morgan Stanley April 2015 - June 2015
UC Davis November 2014 - June 2015
endogenX Inc. August 2012 - June 2013
City of San Jose November 2011 - August 2012
Skills
Public Speaking, Biomedical Engineering, Marketing Communications, MATLAB, Python, Arduino, Business Analysis, Marketing Research, Data Analysis, Teamwork, Microsoft Excel, Social Networking, Leadership, Research, 3D Prototyping, Microsoft Office, Java
Education
University of California, Davis 2013 — 2017
Bachelor of Science (BS), Mechanical Engineering
Monta Vista High School 2009 — 2013
Franklin Templeton Investments July 2015 - Present
State Street November 2014 - June 2015
Molecular Matrix, Inc. June 2014 - November 2014
UC Davis August 2013 - November 2014
Morgan Stanley September 2013 - December 2013
Skills
Finance, Investment, Data Analysis, Market Analysis, Research, Income Processing, Trade Reconcilation, Goal-oriented, Detailed, Team-Oriented, Investments, Financial Analysis, Teamwork, Leadership
Education
University of California, Davis 2011 — 2015
Bachelor of Arts (B.A.), Economics
Morgan Stanley April 2015 - Present
Molecular Matrix, Inc. October 2014 - Present
California Democratic Party November 2014 - November 2014
UC Davis October 2012 - December 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Research, Teamwork, Public Speaking, Social Networking, Editing, Facebook, Sales, Time Management, Leadership, Event Planning, Marketing, Data Analysis, Community Outreach
Education
University of California, Davis 2011 — 2016
Bachelor’s Degree, Psychology
University of California, Davis 2011 — 2016
Bachelor’s Degree, Communications
Maranatha High School 2007 — 2011
PwC September 2015 - Present
Morgan Stanley October 2014 - December 2014
PwC July 2014 - August 2014
Math tutorial lab, University of Iowa September 2013 - May 2014
International Swap and Derivative Association June 2012 - August 2012
Skills
Financial Accounting, Accounting, Microsoft Excel, Financial Analysis, Microsoft Office, Financial Reporting, PowerPoint, Tax, IFRS, Corporate Finance, Valuation, Corporate Tax, IRS
Education
University of California, Davis 2014 — 2015
Master's Degree, Accounting, 3.9
University of Iowa 2010 — 2014
Bachelor of Science (B.S.), Applied Mathematics, 3.97
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 3.97
Hangzhou Foreign Language School 2004 — 2010
High School
Computer Lab Management September 2014 - Present
Tory Burch August 2015 - September 2015
Alpha Kappa Psi December 2014 - June 2015
Morgan Stanley July 2014 - August 2014
Alpha Kappa Psi January 2014 - June 2014
C.R.E.A.M.™ (Cookies Rule Everything Around Me) September 2013 - May 2014
Fluent Grp October 2013 - December 2013
American Business Association March 2013 - May 2013
Asian Pacific Islander Youth Promoting Advocacy and Leadership June 2010 - June 2012
Asian Health Services September 2009 - June 2010
Skills
Public Speaking, Communication, Team Building, Inclusive Leadership, Microsoft Office, Social Media..., Event Planning, Event Management, Customer Service, Workshop Facilitation, Social Networking, Critical Thinking, Photoshop, Microsoft Excel, Public Relations, Social Media, Nonprofits, Fundraising, Market Research, Problem Solving
Education
UC Davis 2012 — 2016
Bachelor of Arts (B.A.), Economics, Communication
UC Davis Department of Campus Recreation and Unions September 2014 - Present
UC Davis Department of Campus Recreation and Unions June 2014 - Present
UC Davis Department of Campus Recreation and Unions September 2013 - Present
Morgan Stanley July 2014 - September 2014
Pleasant Ridge School District June 2013 - December 2013
UC Davis Department of Campus Recreation and Unions January 2013 - June 2013
Education
University of California, Davis 2012 — 2016
Bachelor of Science (B.S.), Managerial Economics
Financial Technology Partners July 2015 - Present
Wells Fargo May 2014 - August 2014
Union Bank May 2013 - August 2013
Morgan Stanley March 2013 - May 2013
Skills
Chinese, Microsoft Office, Photoshop, Public Speaking, Adobe Creative Suite, Japanese, Marketing, Social Networking, Event Planning, Customer Service, Microsoft Excel, English, Research, Editing, PowerPoint, Leadership, Microsoft Word, Bloomberg Terminal, Capital IQ, Pitch Books, Market Research
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration
University High School 2007 — 2011
Morgan Stanley September 2014 - June 2015
U.S. Department of Commerce June 2014 - September 2014
ASUCD Lobby Corp February 2014 - June 2014
Morgan Stanley January 2014 - June 2014
Filmate June 2012 - August 2012
Skills
Microsoft Office, Data Analysis, Research, Marketing, Social Networking, Microsoft Word, PowerPoint, Microsoft Excel, R, Leadership
Education
University of California, Davis 2011 — 2015
Bachelor’s Degree, Managerial Economics
University of California, Davis 2011 — 2015
Bachelor’s Degree, International Relations
AT&T January 2015 - Present
UNIQLO October 2014 - May 2015
Morgan Stanley July 2014 - August 2014
AMC Theatres November 2010 - September 2012
Cumberland Summer School June 2009 - July 2009
Skills
Customer Service, Communication, Time Management, Public Speaking, Teamwork, Data Analysis, Critical Thinking, Leadership, Photoshop, Research, Microsoft Office, Training, Social Media, Community Outreach, Editing, Analysis, Access
Education
University of California, Davis 2012 — 2014
Managerial Economics
Lowell High School
General Education
ConSol Partners 2015 - Present
JHRothschild Consulting 2014 - 2015
California Healthcare Institute 2014 - 2015
Morgan Stanley 2014 - 2014
Yolo Judicial Watch 2013 - 2013
UC Davis 2011 - 2013
Skills
Public Speaking, Management, Microsoft Office, Research, Time Management, Data Analysis, Project Coordination, Customer Service, Recruiting, Technical Recruiting, Sourcing, Headhunting
Education
University of California, Davis 2011 — 2015
Bachelor of Arts (B.A.), Political Science
University of California, Davis 2011 — 2015
Bachelor of Arts (B.A.), Psychology
Viewpoint School 2008 — 2011
High School Diploma
Rimrock Capital Management, LLC June 2015 - September 2015
Morgan Stanley March 2015 - June 2015
Anonygo, Inc. February 2014 - February 2015
UBS June 2014 - September 2014
Education
University of California, Los Angeles 2015 — 2017
Bachelor’s Degree, Business Economics
University of California, Davis 2013 — 2015
Bachelor of Science (BS), Managerial Economics, 3.8 GPA, Dean's Honors
St. Margaret's Episcopal School 2009 — 2013
High School Diploma
AffinityLive August 2015 - Present
Apttus January 2015 - May 2015
6 Pack Fitness June 2014 - January 2015
Vine Solutions September 2013 - June 2014
UC Davis Student Housing September 2011 - June 2013
Morgan Stanley January 2012 - March 2012
Skills
Sales, Data Analysis, Microsoft Word, Microsoft Excel, Management, Time Management, Social Media Marketing, Social Networking, CSS, HTML5, PowerPoint, Teamwork, Customer Service, Data Entry, Finance, Salesforce.com, Microsoft Office, Public Speaking, Social Media, Accounting, Training, Teaching, Access, Leadership
Education
UC Davis 2009 — 2013
Bachelor of Arts (B.A.), Economics
Better Boyfriend June 2015 - Present
Maidgency August 2015 - September 2015
Enok Horizon July 2015 - September 2015
A3CUBE Inc July 2014 - July 2015
Dev Bootcamp November 2014 - April 2015
MA Labs July 2013 - October 2014
ADPublishing.org, LLC April 2012 - October 2013
Morgan Stanley September 2012 - March 2013
Mika Shop January 2009 - January 2011
Skills
SEO, Social Media, Facebook, Social Networking, Marketing, WordPress, Google Analytics, Blogging, Advertising, Technical Analysis, Fundamental Analysis, Microsoft Excel, E-commerce, HTML, CMS, Options Strategies, JavaScript, CSS, Ruby on Rails, MongoDB, Node.js, SQL, JSON, Sinatra, HTML 5, CSS3, jQuery, Salesforce App Building, WordPress Theme..., BigCommerce Theme..., Win8 Apps, Joomla, Chinese Calligraphy, Visual Studio, Blend, APIs, Email Marketing, Photoshop, PowerPoint, HTML5
Education
University of California, Davis
Balboa High School
Morgan Stanley March 2015 - May 2015
Morgan Stanley Financial Training Program January 2015 - March 2015
Waddell & Reed December 2014 - March 2015
Fuman Engineering Asia Ltd July 2013 - August 2013
Chancellor Financial Group June 2012 - July 2012
Ippei-an Japanese Ramen & Bar December 2011 - December 2011
Constru Casa Guatemala February 2011 - February 2011
Me to We July 2010 - July 2010
Skills
Mandarin, Cantonese, English, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Tennis, Table Tennis, Data Analysis, Teamwork, Engagement, Discipline, Motivation, Facebook, Teaching, Social Networking, Forecasting, Public Speaking, Management, Leadership, Research, Customer Service
Education
UC Davis 2013 — 2015
Bachelor of Science (B.S.), Managerial Economics
University of San Francisco 2011 — 2015
Accounting and Finance
Economics and Business Student Association May 2013 - June 2014
Morgan Stanley April 2013 - June 2013
Internal Revenue Service January 2013 - April 2013
InsaneInk September 2009 - June 2010
Skills
Finance, Investment Strategies, Investments, Portfolio Management, Equities, Financial Modeling, Bloomberg, Economics, Management, Budgets, Microsoft Office, Accounts Receivable, Public Speaking, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Word
Education
UC Davis 2010 — 2014
Bachelor of Science (BS), Managerial Economics
Ampush October 2014 - Present
Ampush July 2013 - September 2014
Barobo, Inc. March 2013 - July 2013
Sodexo December 2010 - March 2013
Acopio June 2012 - August 2012
Morgan Stanley April 2012 - June 2012
ISC Group, LLC. May 2010 - August 2010
Skills
Marketing Strategy, Marketing, Marketing Communications, Market Research, Social Media, Social Media Marketing, PowerPoint, Microsoft Office, Microsoft Excel, Email Marketing, Marketing Management, Event Management, Event Planning, Big Data, Sales, Training
Education
UC Davis 2009 — 2013
Bachelor of Arts (B.A.), Economics, International Relations
Upwork May 2015 - Present
Elance-oDesk April 2015 - Present
TargetCW January 2014 - June 2014
L'Oréal (Fluent Grp) March 2013 - June 2013
Alpha Kappa Psi - Upsilon Psi Chapter at UC Davis October 2011 - June 2013
Morgan Stanley June 2012 - August 2012
Asian American Association September 2010 - June 2012
Sa Sa Cosmetic Company Limited July 2011 - September 2011
Skills
Social Media Marketing, Social Media, Microsoft Office, Management, Marketing, Competitive Analysis, Advertising, Research, Event Planning, Social Networking, Teamwork, Sales, Data Analysis, Analysis, SEO, Omniture
Education
University of California, Davis
Bachelor of Arts (B.A.), Economics; Communication
Palantir Technologies June 2012 - Present
Duran HCP April 2012 - December 2012
Morgan Stanley January 2012 - March 2012
Hunter Technology June 2011 - August 2011
Waddell & Reed Financial Services September 2010 - February 2011
Skills
Technical Recruiting, Recruiting, Sourcing, Salesforce.com, Talent Acquisition, Applicant Tracking..., Analysis, Competitive Analysis, Data Analysis, Microsoft Excel, Data Analytics, Benefits Negotiation, College Recruiting, Market Research, Staffing Services, Marketing, Contract Recruitment, Customer Service, Screening, Onboarding, Networking, Internet Recruiting, Human Resources, Training, Interviews, Social Networking, Screening Resumes, Leadership, Boolean Searching, Outlook, Finance
Education
University of California, Davis 2008 — 2012
Bachelors of Science, Managerial Economics
United States Air Force JAG Corps October 2011 - Present
Morgan Stanley Private Wealth Management 2006 - 2007
Morgan Stanley 2004 - 2006
Dennis Hastert, Speaker of the U.S. House of Representatives 2002 - 2002
Education
University of the Pacific - McGeorge School of Law 2007 — 2010
J.D., Criminal Justice
University of California, Davis 2002 — 2004
B.A., Political Science
University of California, Irvine 2000 — 2002
Political Science
Student Academic Success Center October 2014 - Present
Morgan Stanley June 2015 - September 2015
Peet's Coffee & Tea April 2011 - September 2013
Tsui Design and Research Inc. June 2010 - August 2010
Skills
R, SAS, Writing, Public Speaking, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Matlab, Analytics, Social Networking, Teamwork
Education
University of California, Davis 2012 — 2016
Bachelor of Science (B.S.), Applied Statistics, Junior
Yost Capital Management July 2013 - Present
UBS Investment Bank July 2011 - July 2013
Ackrell Capital June 2010 - August 2010
GlobalVest Corp. March 2009 - August 2009
Morgan Stanley December 2008 - March 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Investment Banking, Bloomberg, Capital Markets, Hedge Funds
Education
University of Virginia, McIntire School of Commerce 2010 — 2011
M.S., Commerce: Financial Services
University of California, Davis 2006 — 2010
B.A.S., Applied Mathematics, Economics
CAKE Corporation October 2014 - Present
Monitise Americas, Inc. June 2014 - October 2014
Monitise 2010 - October 2014
WebJuice September 2008 - May 2009
Pure Web Applications January 2007 - August 2008
Pure Web Applications May 2006 - August 2008
Morgan Stanley June 2004 - August 2004
Skills
Product Management, Product Marketing, Mobile Applications, E-commerce, Mobile Devices, Business Development, Project Management, Management, CRM, User Experience, Start-ups, Entrepreneurship, Lead Generation, Account Management, Product Development, Strategic Partnerships, Analysis
Education
University of California, Davis
Bachelor of Arts in Economics, Managerial Economics, Business
Gigya 2015 - Present
Gigya January 2015 - May 2015
Womply June 2014 - January 2015
Morgan Stanley September 2013 - December 2013
Complete Tax Solutions, Inc June 2013 - September 2013
Sneakers Pub & Grill 2010 - 2012
San Carlos United Soccer Club 2008 - 2012
Harmony Products 2009 - 2010
Skills
Business Development, Investment Strategies, Financial Analysis, Teamwork, People Skills, Sales, Creative Strategy, Salesforce.com, Microsoft Office, Team Building, Microsoft Excel, Microsoft Word, PowerPoint, Training, Analysis, Investments, Leadership, Portfolio Management, Accounting, Business, Start-ups, CRM, Management, Sales Operations, Persian, Social Media
Education
University of California, Davis
Bachelor of Applied Science (B.A.Sc.), Managerial Economics (Emphasis in Computer Science)
unviersity of california,davis
UC Davis Division of Social Sciences January 2015 - Present
Salesforce June 2015 - September 2015
Alpha Kappa Psi - Upsilon Psi Chapter May 2014 - May 2015
Agilent Technologies June 2014 - October 2014
UC Davis Graduate School of Management June 2013 - July 2014
Amazon September 2013 - June 2014
Morgan Stanley January 2014 - March 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Economics, Financial Analysis, Financial Modeling, Marketing Strategy, R, Marketing, Management Consulting, Business Strategy, Statistical Data..., Research, Technology, Competitive Analysis, SQL
Education
UC Davis 2012 — 2016
Bachelor of Science (B.S.) in Managerial Economics, with a minor in Applied Statistics
Mira Loma High School 2008 — 2012
Hotwire 2015 - 2015
Facebook January 2014 - December 2014
PwC July 2012 - January 2014
PwC August 2011 - June 2012
MGO July 2010 - August 2011
Frisco Capital October 2010 - April 2011
Making Waves Education Program October 2008 - July 2010
Morgan Stanley June 2008 - August 2008
Skills
CPA, Big 4, Auditing, Internal Controls, Accounting, Finance, Due Diligence, Valuation, Financial Audits, Financial Statements, Venture Capital, US GAAP, Financial Reporting, Financial Analysis, Financial Modeling, Assurance, Corporate Finance, Revenue Recognition, SOX 404, UK GAAP, Management, SEC filings, Forecasting, Sarbanes-Oxley Act, GAAP
Education
University of California, Davis 2004 — 2008
Bachelor of Arts, Economics
University of California, Davis 2004 — 2008
Bachelor of Arts (B.A.) in Economics, Business/Managerial Economics
Quantcast November 2013 - Present
Quantcast September 2012 - November 2013
QuinStreet November 2011 - August 2012
QuinStreet August 2011 - November 2011
Morgan Stanley March 2011 - June 2011
Skills
R, Business Strategy, Forecasting, Marketing, Data Analysis, SQL, Microsoft Excel, Salesforce.com, Management, Marketing Strategy, Analytics
Education
University of California, Davis 2007 — 2011
Managerial Economics
JMP Securities June 2010 - March 2012
Prudential Capital Group June 2009 - August 2009
Morgan Stanley February 2006 - July 2008
Morgan Stanley July 2003 - July 2005
Skills
Financial Modeling
Education
University of California, Berkeley, Haas School of Business 2008 — 2010
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
BBA, Finance, Accounting
Jasper Ridge Partners (fka Oak Hill Investment Management) 2014 - Present
Commonfund 2010 - 2014
Morgan Stanley 2004 - 2010
Sanford C. Bernstein 2002 - 2004
JPMorgan (Hambrecht & Quist) 2000 - 2002
Skills
Hedge Funds, Equities, Alternative Investments, Private Equity, Equity Research
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA
University of Michigan
Bachelor's degree
LinkedIn April 2015 - Present
Refresh (acquired by LinkedIn) March 2014 - April 2015
@WalmartLabs May 2011 - March 2014
Kosmix (acquired by Walmart) July 2010 - May 2011
Kosmix October 2009 - July 2010
Morgan Stanley April 2008 - June 2008
Skills
User Experience, Python, Ruby on Rails, JavaScript, Web Development, CSS, HTML 5, Ruby, jQuery, Backbone.js, Mobile Applications, Git, Web Applications, HTML5, Ember.js
Education
University of California, Davis 2005 — 2009
International Relations
Leland High School 2001 — 2005
High School
InnerChange: Trusted Residential Therapy April 2015 - Present
mberry January 2009 - Present
DaVita Kidney Care September 2014 - April 2015
DaVita January 2012 - September 2014
DaVita April 2010 - January 2012
London & Pacific Capital Advisors June 2008 - December 2009
University of Southern California October 2007 - May 2008
PRICEWATERHOUSECOOPERS ADVISORY September 2007 - May 2008
University of California, Irvine June 2006 - August 2006
Morgan Stanley January 2006 - March 2006
Skills
Valuation, Healthcare, Data Analysis, Quantitative Analytics, Hospitals, Leadership, Financial Modeling, Competitive Analysis, Policy, Management, Mergers & Acquisitions, Research, Finance, Investments, Strategy
Education
University of Southern California 2007 — 2009
MHA, Healthcare, Finance
University of California, Davis 2003 — 2007
BS, Managerial Economics with Premed Minor
PEKING UNIVERSITY 2006 — 2006
Summer Study, Chinese
Property Radar March 2014 - Present
Tower Research Capital September 2009 - August 2013
Merrill Lynch May 2006 - September 2009
Morgan Stanley December 2000 - May 2006
Wells Fargo May 2000 - November 2000
Spinner.com June 1999 - May 2000
Providian Financial July 1998 - June 1999
Wells Fargo October 1997 - July 1998
Informix January 1997 - October 1997
Empart Technologies February 1995 - December 1996
Skills
MySQL, SQL, Data Modeling, Equities, Reference Data, Bloomberg, Databases, Database Design, MongoDB, Compustat, Python, Unix, Options, Perl, Fixed Income
Education
University of California, Davis 1990 — 1995
Morgan Stanley February 2014 - August 2014
Stamford Public Schools January 2007 - June 2013
Deutsche Bank Trust Company Americas January 2000 - October 2006
J.P. Morgan Asset Management 1994 - 1999
Vantage Global Advisors 1991 - 1994
TSA Capital Management 1985 - 1991
Education
University of California, Berkeley - Walter A. Haas School of Business 1983 — 1985
M.B.A, Finance
University of California, Los Angeles 1977 — 1981
B.S., Business-Economics
Merrill Lynch February 2008 - Present
Morgan Stanley January 2007 - October 2007
Education
UC Davis
Morgan Stanley 1999 - 2012
Writers & Artists Agency 1998 - 1999
Ruesch International January 1994 - September 1997
Skills
Business Analysis, Program Management, Risk Management, Management, Due Diligence, Strategy, Entrepreneurship, Process Improvement, Business Strategy, Financial Services, Managerial Finance, Business Process..., Security, Financial Analysis, Financial Risk, Technical Writing, Copywriting, Marketing Communications, Technology, Information Security, Application Lifecycle..., Stocks, Bonds, Options, Foreign Exchange
Education
University of California, Davis 1989 — 1993
BA
Morgan Stanley November 2007 - Present
Morgan Stanley July 2006 - November 2007
Education
University of California, Berkeley, Haas School of Business 2004 — 2006
MBA, Finance & Marketing
Undisclosed Financial Firm July 2009 - Present
Morgan Stanley January 1998 - July 2009
Wells Fargo April 1989 - June 1998
Education
University of California, Davis 1989 — 1994
VALIC November 2006 - Present
VALIC September 2004 - November 2006
Morgan Stanley June 2002 - December 2003
Skills
401k, Retirement Planning, Series 7, Series 66, Securities, Mutual Funds, College Education..., Cash Management, Equities, Retirement, Asset Allocation, Fixed Annuities, Wealth Management, Investments, Portfolio Management, Financial Planning
Education
College of Business and Public Management, ULV 2002 — 2004
Master of Business Administration (MBA), Finance
University of La Verne 1999 — 2002
Bachelor of Science (B.S.), Biology/Biological Sciences, General
University of California, Davis 1998 — 1999
Biology
Harvard Management Company July 2015 - August 2015
Berkeley Endowment Management Company May 2015 - June 2015
The Andrew W. Mellon Foundation September 2011 - July 2014
Morgan Stanley July 2009 - August 2011
Skills
Hedge Funds, Fixed Income, Economics, Financial Analysis, Capital IQ, Financial Modeling, Valuation, Private Equity, Investment Banking
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania 2005 — 2009
B.A. & B.S., Huntsman Program in International Studies & Business
Phillips Exeter Academy 2001 — 2005
Osborne Partners Capital Management, LLC August 2013 - Present
Merrill Lynch May 2003 - August 2013
Merrill Lynch May 2003 - August 2013
J-Weekly January 2012 - 2013
JCC of the East Bay January 2009 - 2013
Jewish Federation of the East Bay 2009 - 2013
Morgan Stanley June 2002 - January 2003
Skills
Investments, Portfolio Management, Private Equity, Alternative Investments, Securities, Finance, Asset Allocation, Derivatives, Wealth Management, Equities, Asset Management, Marketing, Bonds, Cash Flow, Strategic Financial..., Hedge Funds, Financial Analysis, Retirement
Education
University of California, Davis 1996 — 2001
BA, Political Science
Wharton School, University of Pennsylvania
Wharton's Executive Education IMCA Program (CIMA Certification)
Singular Bio September 2014 - Present
GenapSys January 2013 - August 2014
Complete Genomics Inc. December 2010 - January 2013
Monsanto March 2009 - October 2010
UC Davis Genome Center, Department of Rheumatology January 2009 - June 2010
UC Davis, Crocker Nuclear Laboratory February 2008 - December 2008
Morgan Stanley January 2008 - September 2008
UC Davis, Department of Anthropology February 2008 - June 2008
Physical Edge Inc June 2007 - August 2007
UC Davis, College of Biological Sciences September 2005 - December 2005
Skills
PCR, Gel Electrophoresis, Aseptic Technique, Incubation, Laboratory, Biology, Molecular Biology, Biotechnology, Biochemistry
Education
University of California, Davis 2004 — 2008
Bachelor of Science, Biological Sciences
University of California, Davis 2004 — 2008
Bachelor of Arts, Economics
Genentech May 2012 - Present
Wells Fargo June 2010 - January 2012
Morgan Stanley August 2008 - December 2008
UBS October 2007 - April 2008
Skills
Financial Analysis, Accounts Payable, Financial Modeling, Microsoft Excel, Accounting, Valuation, Financial Reporting, Outlook, Microsoft Office, Strategic Financial..., PowerPoint, Microsoft Word, Corporate Finance, Salesforce.com, Finance, GAAP, Forecasting, Data Analysis
Education
University of California, Davis 2005 — 2009
BS, Managerial Economics
Morgan Stanley 2014 - Present
Wells Fargo Bank 2013 - 2014
Wells Fargo 2012 - 2013
Wells Fargo 2010 - 2012
Wells Fargo 2008 - 2010
Wells Fargo 2006 - 2008
Skills
Investments, Asset Allocation, Series 7, Wealth Management, Credit, Commercial Lending, Asset Management, Retirement Planning, Relationship Management, Wealth Management..., Treasury Management, Corporate Finance, Private Banking, High Net Worth...
Education
University of California, Davis 2000 — 2004
BA, Political Science
Farmers Financial Solutions, LLC August 2014 - Present
Morgan Stanley December 2012 - June 2014
Financial West Group July 2011 - December 2012
Financial West Group August 2006 - July 2011
Partnervest Financial Group May 2003 - June 2005
Skills
Securities, Compliance, Auditing, Series 7, FINRA, Series 24, Equities, Bonds, Series 63, Uniform Combined State..., Investments, Financial Analysis, Mutual Funds, Investment Advisory, Insurance, Asset Allocation, Retirement Planning
Education
University of California, Davis 1980 — 1981
BA, Sociology
Owen Bird Law Corporation January 2012 - Present
Owen Bird Law Corporation February 2011 - January 2012
Law Offices of Alex L. Benedict & Associates March 2009 - January 2011
Morgan Stanley March 2008 - June 2008
Education
University of California, Davis 2007 — 2009
B.A., Economics, Psychology
Facebook April 2014 - April 2015
salesforce.com 2014 - 2014
Morgan Stanley September 2012 - June 2013
Ironwood Capital Management June 2012 - August 2012
Morgan Stanley September 2011 - June 2012
UC Davis 2011 - 2011
California State Summer School for Mathematics and Science, 2011 - 2011
Skills
Statistics, Economics, Data Analysis, Hedge Funds, Microsoft Excel, Research, Investments, Leadership, R, Stata, SQL, Portfolio Management, Business Intelligence, Statistical Modeling, SAS, Derivatives, Critical Thinking, Finance, Access, Data Mining, Equities, Business Analytics, Python, Statistical Programming, Databases, Options, Econometrics, Data Modeling, Tableau, Quantitative Analytics, Financial Modeling, Analytics, Forecasting, Recruiting, Salesforce.com, Valuation, Financial Analysis, Statistical Data..., Hive, MapReduce, Machine Learning, Predictive Analytics, Exploratory Data..., Data Visualization, Hadoop, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Customer Service
Education
University of California, Davis
Bachelor of Science (B.S.), Applied Statistics
University of California, Davis
Bachelor of Arts (B.A.), Political Science
Huber Research Partners, LLC January 2012 - Present
Access 342, LLC November 2009 - December 2011
Barclays Capital September 2008 - November 2009
Lehman Brothers June 2004 - September 2008
Morgan Stanley January 1995 - June 2004
Kidder Peabody April 1993 - December 1994
Skills
Equity Research, Stock Picking, Sell Side, Equities, Hedge Funds, Fixed Income, Equity Valuation, Valuation, Buy-side, Investment Banking
Education
University of California, Davis 1990 — 1992
MBA
University of California, Davis 1984 — 1989
BS, Mechanical Engineering
REI October 2007 - Present
Morgan Stanley January 1983 - August 2005
Weyerhaeuser 1974 - 1982
Skills
Customer Service, Retail, Inventory Management, Social Media, Research, Merchandising, Microsoft Office, Sales, Microsoft Word, Inventory Control
Education
University of California, Davis 1970 — 1973
Agricultural Engineering, Forest Engineering
California Department of Justice January 2015 - March 2015
California Department of Health Care Services July 2013 - January 2015
Morgan Stanley September 2013 - December 2013
California Department of Justice May 2013 - July 2013
U.S. House of Representatives June 2012 - August 2012
Congressman John Garamendi December 2011 - March 2012
UC Davis Office of the University Registrar November 2010 - November 2011
Tokyo Sushi April 2006 - August 2008
Education
University of California, Davis 2008 — 2012
Bachelor of Arts (B.A.), International Relations, Minor in English
Bella Vista High School 2004 — 2008
Consumer Credit Counseling Service of San Francisco November 2007 - Present
Morgan Stanley 2006 - 2007
Skills
Credit, Corporate Finance, Budgets, Portfolio Management, PowerPoint, Analysis, Customer Service, Finance, Market Research, Management, Microsoft Office, Microsoft Excel, Financial Analysis, Investments, Financial Accounting, Loans, Marketing, Managerial Finance
Education
University of California, Davis 2002 — 2007
BS, Managerial Economics
Angie's List August 2014 - Present
Carrington Mortgage Services July 2013 - August 2014
Chase Investment Services Corporation January 2011 - July 2013
David A. Noyes & Co. November 2008 - January 2011
Morgan Stanley November 2007 - November 2008
Skills
Portfolio Management, Series 7, Investments, Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Asset Allocation, Investment Advisory, Retirement, Financial Analysis, Insurance, Estate Planning, Asset Management, IRAs, Investment Strategies, Investment Management, Customer Service, Strategic Planning, Leadership
Education
University of California, Davis 1997 — 2002
Bachelor of Arts, Psychology
Cisco Systems March 2014 - Present
Cisco Systems April 2012 - March 2014
Citigroup June 2010 - September 2010
Nordstrom June 2009 - September 2009
Morgan Stanley March 2009 - June 2009
Skills
Access, Microsoft Excel, Essbase, Hyperion Planning, Business Objects, Visio, Forecasting, P&L Forecasting, Department Budgeting, SharePoint, PowerPoint, Microsoft Office, Financial Modeling, Financial Analysis, Demantra, Cross-functional Team..., Long Range Planning, Quarterly Planning
Education
University of California, Davis 2007 — 2011
B.S., Managerial Economics, Communication
Lynbrook 2003 — 2007
SAP July 2014 - Present
SAP January 2014 - July 2014
Capio Group November 2012 - December 2013
AGS Consulting - UC Davis September 2011 - May 2012
Morgan Stanley July 2011 - August 2011
Gap Inc./Banana Republic April 2010 - September 2010
Skills
Data Analysis, Microsoft Excel, Marketing, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Customer Service, Analysis, Strategy
Education
University of California, Davis 2010 — 2012
Bachelor's Degree, Managerial Economics, Minor in Communication
University of California, Berkeley Extension
Certificate Program in Project Management
The Nunes Company June 2012 - Present
Morgan Stanley March 2011 - June 2011
College Works Painting March 2010 - August 2010
Brandon and Tibbs Accountants July 2009 - December 2009
Skills
Excel, PowerPoint, Word, Outlook, Access, Economics, Analysis, Customer Service, Customer Relations, Financial Analysis, Inventory Management, Problem Solving, English, Team Building, Social Media, Writing, Negotiation, Teamwork, Accounting, Investments, Public Speaking, Market Analysis
Education
University of California, Davis 2009 — 2011
BS, Managerial Economics
Hartnell College 2006 — 2009
AA, Transfer Studies
Northwestern Mutual November 2012 - Present
Morgan Stanley June 2011 - September 2011
University of California School of Medicine June 2007 - September 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Outlook, Technical Writing, Written & Oral..., XP/Vista/7, Compliance, Accounting, Finance, Customer Service, Microsoft Office, Analysis, Data Entry, Training, Leadership, Photoshop, Research, Portfolio Management, Time Management, Investments, Financial Analysis
Education
University of California, Davis 2006 — 2011
B.S, Managerial Economics
Pacific Palisades 2002 — 2006
State Street June 2015 - Present
State Street April 2013 - Present
Summit Funding November 2012 - April 2013
Merrill Lynch July 2012 - November 2012
Morgan Stanley October 2011 - December 2011
UC Davis September 2011 - December 2011
Skills
Statistics, Data Analysis, Public Speaking, Teaching, PowerPoint, Higher Education, Microsoft Office, Microsoft Excel, Economics, Microsoft Word, Qualitative Research, Econometrics, Tutoring, VBA, Excel, Corporate Finance, Bloomberg Terminal, Finance, Financial Analysis, Data Entry, Outlook, Bloomberg, Financial Statements, Fund Accounting, Derivatives, Mutual Funds, Equities, Fixed Income, Account Reconciliation
Education
University of California, Davis 2008 — 2012
Bachelor of Arts, Economics/Film Studies, 3.71/4.00
연세대학교 / Yonsei University 2010 — 2010
Pacific Gas and Electric Company July 2015 - Present
Pacific Gas and Electric Company August 2014 - July 2015
Pacific Gas and Electric Company August 2013 - August 2014
Morgan Stanley July 2012 - December 2012
Skills
Financial Analysis, Valuation, Financial Modeling, Corporate Finance
Education
University of California, Davis 2009 — 2013
Bachelor's Degree, Business/Managerial Economics
Epsilon March 2014 - Present
Google February 2013 - February 2014
Morgan Stanley September 2010 - February 2013
Skills
Microsoft Excel, Leadership, Microsoft Office, Event Management, Event Planning, Management, Program Management, Multilingual, Interpersonal Savvy, Collaborative Problem..., SQL, Email Marketing, Scheduling, Project Management, Public Speaking, PowerPoint, Microsoft Word, Research, Data Analysis, Social Media, Customer Service
Education
University of California, Davis 2009 — 2012
Bachelor of Arts (B.A.), International Relations, Japanese
Morgan Stanley March 2015 - June 2015
Village Inn Cafe March 2014 - July 2014
Lamorinda Lightning Lacrosse January 2013 - May 2013
Stevens Hemingway Stevens Commerical Builders May 2012 - July 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Social Media, Photoshop, Research, Customer Service, Data Analysis, Teamwork, Leadership, Team Leadership, English
Education
University of California, Davis 2014 — 2016
Bachelor's Degree, Economics
Miramonte High School 2007 — 2011
Uber August 2015 - Present
Delta Sigma Pi June 2015 - Present
Orange County Business Council June 2015 - Present
UC Davis March 2015 - Present
Zolio Inc June 2015 - August 2015
Morgan Stanley March 2015 - June 2015
The California Aggie September 2014 - March 2015
Delta Sigma Pi - Nu Rho Chapter October 2014 - January 2015
Solarray LLC June 2014 - August 2014
The Golden Arrow September 2012 - June 2014
Skills
PowerPoint, Leadership, Microsoft Word, Interpersonal Skills, Event Planning, News Writing, Interviewing Skills, InDesign, Microsoft Excel, Open Office, Research, Communication, Microsoft Office, Social Media, Social Networking, Teamwork
Education
University of California, Davis 2014 — 2018
International Relations Major, Statistics Minor
Woodbridge High School 2010 — 2014
4.43
Morgan Stanley 2014 - 2014
Education
University of California, Davis 2012 — 2014
Bachelor's Degree, Business/Managerial Economics