Orange Value Fund
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Orange Value Fund Employees
Employee
Years
Job
Industry
Gary Graves Gary Graves's Orange Value Fund Experience April 2015 - Present
Job Sales & Trading Summer Analyst at BBVA
Industry Financial Services
Experience
BBVA July 2015 - Present
Orange Value Fund April 2015 - Present
Skills
Finance, PowerPoint, Financial Analysis, Public Speaking, Microsoft Excel, Financial Modeling, Microsoft Office, Microsoft Word, Research, Data Analysis, Teamwork, Social Media, Social Networking, Time Management
Education
Syracuse University - Martin J. Whitman School of Management 2014 — 2017
Bachelor's Degree, Finance
BBVA July 2015 - Present
Orange Value Fund April 2015 - Present
Skills
Finance, PowerPoint, Financial Analysis, Public Speaking, Microsoft Excel, Financial Modeling, Microsoft Office, Microsoft Word, Research, Data Analysis, Teamwork, Social Media, Social Networking, Time Management
Education
Syracuse University - Martin J. Whitman School of Management 2014 — 2017
Bachelor's Degree, Finance
Moon Li, CPA Moon Li, CPA's Orange Value Fund Experience September 2007 - May 2009
Job Business Valuation Senior Associate
Industry Financial Services
Experience
McGladrey March 2013 - December 2014
Deloitte October 2011 - March 2013
Deloitte November 2009 - November 2011
Orange Value Fund September 2007 - May 2009
Deloitte June 2008 - August 2008
Skills
Equities, Financial Modeling, Investments, Private Equity, Business Valuation, Financial Analysis, Valuation, Corporate Finance, Financial Reporting, Accounting, Bloomberg, Hedge Funds, Equity Research, Investment Banking, Due Diligence, Internal Controls, Derivatives, Strategic Financial..., Microsoft Excel, Internal Audit, Auditing, US GAAP, Financial Accounting, External Audit, IFRS
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
BS, Finance, Accounting
McGladrey March 2013 - December 2014
Deloitte October 2011 - March 2013
Deloitte November 2009 - November 2011
Orange Value Fund September 2007 - May 2009
Deloitte June 2008 - August 2008
Skills
Equities, Financial Modeling, Investments, Private Equity, Business Valuation, Financial Analysis, Valuation, Corporate Finance, Financial Reporting, Accounting, Bloomberg, Hedge Funds, Equity Research, Investment Banking, Due Diligence, Internal Controls, Derivatives, Strategic Financial..., Microsoft Excel, Internal Audit, Auditing, US GAAP, Financial Accounting, External Audit, IFRS
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
BS, Finance, Accounting
Christopher Dowd Christopher Dowd's Orange Value Fund Experience May 2010 - May 2012
Job Associate at Arden Asset Management
Industry Investment Management
Experience
Arden Asset Management May 2014 - Present
Jefferies & Company June 2012 - May 2014
Orange Value Fund May 2010 - May 2012
Goldman Sachs June 2011 - August 2011
UBS Financial Services May 2007 - September 2007
Skills
FX, Fixed Income, Bloomberg, Derivatives, Equities, Equity Research, Hedge Funds, FX Options, Bloomberg Terminal, Investment Banking, Investments, Portfolio Management, Finance, Asset Management, Financial Modeling, Mutual Funds, Microsoft Office
Education
Syracuse University
Bachelor's Degree, Finance & Accounting, 3.74
Arden Asset Management May 2014 - Present
Jefferies & Company June 2012 - May 2014
Orange Value Fund May 2010 - May 2012
Goldman Sachs June 2011 - August 2011
UBS Financial Services May 2007 - September 2007
Skills
FX, Fixed Income, Bloomberg, Derivatives, Equities, Equity Research, Hedge Funds, FX Options, Bloomberg Terminal, Investment Banking, Investments, Portfolio Management, Finance, Asset Management, Financial Modeling, Mutual Funds, Microsoft Office
Education
Syracuse University
Bachelor's Degree, Finance & Accounting, 3.74
Gregory Porpiglia Gregory Porpiglia's Orange Value Fund Experience April 2008 - July 2010
Job Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities July 2010 - Present
Orange Value Fund April 2008 - July 2010
JP Morgan Chase June 2009 - August 2009
JP Morgan June 2008 - August 2008
Skills
Derivatives, Hedge Funds, MBS, Investment Banking, Equities, Financial Analysis, Capital Markets, Trading, Investments, Financial Services, Fixed Income, Business Analysis, Banking, Financial Risk, Risk Management, Financial Modeling, Bloomberg, Alternative Investments, Valuation, Series 7, Trading Systems, Back Office, Portfolio Management
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Wells Fargo Securities July 2010 - Present
Orange Value Fund April 2008 - July 2010
JP Morgan Chase June 2009 - August 2009
JP Morgan June 2008 - August 2008
Skills
Derivatives, Hedge Funds, MBS, Investment Banking, Equities, Financial Analysis, Capital Markets, Trading, Investments, Financial Services, Fixed Income, Business Analysis, Banking, Financial Risk, Risk Management, Financial Modeling, Bloomberg, Alternative Investments, Valuation, Series 7, Trading Systems, Back Office, Portfolio Management
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Maple Chen Maple Chen's Orange Value Fund Experience August 2010 - May 2012
Job Investment Banking Associate at FBR
Industry Investment Banking
Experience
FBR February 2015 - Present
FBR June 2013 - February 2015
Simon Graduate School of Business, University of Rochester October 2012 - June 2013
Orange Value Fund August 2010 - May 2012
Third Avenue Management May 2011 - August 2011
Dulye Leadership Experience April 2011 - April 2011
Skills
Capital IQ, Bloomberg, Leadership, Investment Banking, Equities, Alternative Investments, Portfolio Management, Derivatives, Data Analysis, Capital Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master of Science (MS), Finance
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
BS, Finance, Accounting, 3.8/4.0
FBR February 2015 - Present
FBR June 2013 - February 2015
Simon Graduate School of Business, University of Rochester October 2012 - June 2013
Orange Value Fund August 2010 - May 2012
Third Avenue Management May 2011 - August 2011
Dulye Leadership Experience April 2011 - April 2011
Skills
Capital IQ, Bloomberg, Leadership, Investment Banking, Equities, Alternative Investments, Portfolio Management, Derivatives, Data Analysis, Capital Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master of Science (MS), Finance
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
BS, Finance, Accounting, 3.8/4.0
Oriana Fuentes's Orange Value Fund Experience October 2010 - May 2012
Job Specialty Finance (FIG) Banking at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
J.P. Morgan June 2013 - September 2014
New York Presbyterian Hospital November 2012 - November 2013
J.P. Morgan June 2012 - June 2013
Orange Value Fund October 2010 - May 2012
J.P. Morgan May 2011 - August 2011
J.P. Morgan June 2010 - May 2011
Skills
Series 63, Series 7, Series 79
Education
Syracuse University
B.S Economics, B.S Finance, Global Enterprise Technology
Hiram Bingham - British International School
International Baccalaureate, Higher Level Chemistry, Higher Level Biology
J.P. Morgan September 2014 - Present
J.P. Morgan June 2013 - September 2014
New York Presbyterian Hospital November 2012 - November 2013
J.P. Morgan June 2012 - June 2013
Orange Value Fund October 2010 - May 2012
J.P. Morgan May 2011 - August 2011
J.P. Morgan June 2010 - May 2011
Skills
Series 63, Series 7, Series 79
Education
Syracuse University
B.S Economics, B.S Finance, Global Enterprise Technology
Hiram Bingham - British International School
International Baccalaureate, Higher Level Chemistry, Higher Level Biology
Tarek El Gammal-Ortiz's Orange Value Fund Experience August 2009 - May 2011
Job Investment Specialist at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
J.P. Morgan June 2010 - Present
J.P. Morgan July 2011 - August 2013
Orange Value Fund August 2009 - May 2011
Goldman Sachs June 2009 - June 2009
Goldman Sachs June 2008 - June 2008
Goldman Sachs March 2008 - June 2008
Skills
Asset Management, Asset Managment, Bloomberg, Financial Modeling, Financial Risk, Investments, PowerPoint, Equities, Fixed Income, Hedge Funds, Valuation, Alternative Investments, Analysis, Bloomberg Terminal, Derivatives, Equity Research, Portfolio Management, Mutual Funds, Series 7, Asset Allocation, Securities, Series 63, Finance, Financial Services, Value Investing, Investment Advisory, Fixed Income Analysis, Wealth Management, Trading, Financial Advisory, ETFs
Education
Academia del Perpetuo Socorro
High School
Syracuse University - Martin J. Whitman School of Management
BS, Finance
J.P. Morgan September 2013 - Present
J.P. Morgan June 2010 - Present
J.P. Morgan July 2011 - August 2013
Orange Value Fund August 2009 - May 2011
Goldman Sachs June 2009 - June 2009
Goldman Sachs June 2008 - June 2008
Goldman Sachs March 2008 - June 2008
Skills
Asset Management, Asset Managment, Bloomberg, Financial Modeling, Financial Risk, Investments, PowerPoint, Equities, Fixed Income, Hedge Funds, Valuation, Alternative Investments, Analysis, Bloomberg Terminal, Derivatives, Equity Research, Portfolio Management, Mutual Funds, Series 7, Asset Allocation, Securities, Series 63, Finance, Financial Services, Value Investing, Investment Advisory, Fixed Income Analysis, Wealth Management, Trading, Financial Advisory, ETFs
Education
Academia del Perpetuo Socorro
High School
Syracuse University - Martin J. Whitman School of Management
BS, Finance
Nicodemus Bownds's Orange Value Fund Experience April 2012 - May 2014
Job Financial Analyst Financial Leadership Program at Techtronic Industries
Industry Consumer Goods
Experience
Techtronic Industries June 2014 - Present
Orange Value Fund April 2012 - May 2014
Syracuse University Investment Club November 2012 - January 2014
Syracuse University September 2012 - November 2013
GE Energy Financial Services May 2013 - August 2013
Skills
Capital IQ, Mutual Funds, Financial Modeling, Investments, Bloomberg Terminal, Portfolio Management, Equity Research, Bloomberg, Investment Banking, Equities, Management, Hedge Funds, Fixed Income, Derivatives, Valuation, Capital Markets
Education
Syracuse University 2011 — 2014
Bachelor's, Finance
State Univeristy of New York 2010 — 2011
Business, Finance, Supply Chian
Techtronic Industries June 2014 - Present
Orange Value Fund April 2012 - May 2014
Syracuse University Investment Club November 2012 - January 2014
Syracuse University September 2012 - November 2013
GE Energy Financial Services May 2013 - August 2013
Skills
Capital IQ, Mutual Funds, Financial Modeling, Investments, Bloomberg Terminal, Portfolio Management, Equity Research, Bloomberg, Investment Banking, Equities, Management, Hedge Funds, Fixed Income, Derivatives, Valuation, Capital Markets
Education
Syracuse University 2011 — 2014
Bachelor's, Finance
State Univeristy of New York 2010 — 2011
Business, Finance, Supply Chian
Angus Heaton Angus Heaton's Orange Value Fund Experience April 2015 - Present
Job Junior Analyst at Orange Value Fund
Industry
Experience
Orange Value Fund April 2015 - Present
BDSec JSC May 2015 - June 2015
The Idea Lab July 2013 - July 2013
Deutsche Bank July 2012 - July 2012
RBS Markets and International Banking July 2011 - July 2011
Skills
Entrepreneurship, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Teamwork
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2017
Finance, Junior
St Paul's School 2008 — 2013
Orange Value Fund April 2015 - Present
BDSec JSC May 2015 - June 2015
The Idea Lab July 2013 - July 2013
Deutsche Bank July 2012 - July 2012
RBS Markets and International Banking July 2011 - July 2011
Skills
Entrepreneurship, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Teamwork
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2017
Finance, Junior
St Paul's School 2008 — 2013
Michael Jiang Michael Jiang's Orange Value Fund Experience 2008 - 2010
Job Associate at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Securities September 2014 - Present
Lazard July 2013 - August 2014
Lazard June 2011 - June 2013
Ernst & Young June 2010 - August 2010
NBC Olympics February 2010 - February 2010
China Everbright Limited January 2010 - January 2010
Orange Value Fund 2008 - 2010
Third Avenue Management May 2009 - August 2009
Johnson & Johnson March 2009 - June 2009
NBC Olympics July 2008 - August 2008
Skills
Financial Modeling, Equity Valuation, Financial Analysis, Value Investing, Investment Valuation, Investment Banking, Mutual Funds, Accounting, Bloomberg, Fixed Income, Equities, Investments, Hedge Funds, Microsoft Excel, PowerPoint, Capital Markets, Linear Editing, Corporate Finance, Mergers & Acquisitions, Avid Newscutter, Strategy, Valuation
Education
Syracuse University 2007 — 2011
BS, Finance, Accounting, Broadcast Journalism
Phillips Academy Andover 2004 — 2007
HS Diploma
QMS 2000 — 2003
Guggenheim Securities September 2014 - Present
Lazard July 2013 - August 2014
Lazard June 2011 - June 2013
Ernst & Young June 2010 - August 2010
NBC Olympics February 2010 - February 2010
China Everbright Limited January 2010 - January 2010
Orange Value Fund 2008 - 2010
Third Avenue Management May 2009 - August 2009
Johnson & Johnson March 2009 - June 2009
NBC Olympics July 2008 - August 2008
Skills
Financial Modeling, Equity Valuation, Financial Analysis, Value Investing, Investment Valuation, Investment Banking, Mutual Funds, Accounting, Bloomberg, Fixed Income, Equities, Investments, Hedge Funds, Microsoft Excel, PowerPoint, Capital Markets, Linear Editing, Corporate Finance, Mergers & Acquisitions, Avid Newscutter, Strategy, Valuation
Education
Syracuse University 2007 — 2011
BS, Finance, Accounting, Broadcast Journalism
Phillips Academy Andover 2004 — 2007
HS Diploma
QMS 2000 — 2003
Daniel Brenner's Orange Value Fund Experience April 2014 - Present
Job Junior Analyst at Orange Value Fund
Industry Higher Education
Experience
Credit Suisse May 2015 - Present
Orange Value Fund April 2014 - Present
Samson Capital Advisors May 2014 - August 2014
Gibbons P.C. June 2012 - August 2013
Haiti Plunge May 2011 - June 2012
Skills
Microsoft Excel, Teamwork, Leadership, Public Speaking, Microsoft Word, Finance, Courts, Research, Investments, PowerPoint, Financial Modeling, Management, Sales
Education
Syracuse University 2012 — 2016
Double Major: Finance and Managerial Accounting, GPA: 3.87
Millburn High School 2008 — 2012
Credit Suisse May 2015 - Present
Orange Value Fund April 2014 - Present
Samson Capital Advisors May 2014 - August 2014
Gibbons P.C. June 2012 - August 2013
Haiti Plunge May 2011 - June 2012
Skills
Microsoft Excel, Teamwork, Leadership, Public Speaking, Microsoft Word, Finance, Courts, Research, Investments, PowerPoint, Financial Modeling, Management, Sales
Education
Syracuse University 2012 — 2016
Double Major: Finance and Managerial Accounting, GPA: 3.87
Millburn High School 2008 — 2012
Oleksiy Fedorov Oleksiy Fedorov's Orange Value Fund Experience September 2009 - May 2011
Job JP Morgan Chase – Global Solutions Team Associate
Industry Financial Services
Experience
Point72 Asset Management July 2015 - Present
J.P. Morgan January 2014 - June 2015
J.P. Morgan March 2013 - December 2013
J.P. Morgan December 2011 - March 2013
Orange Value Fund September 2009 - May 2011
Globe Op Financial Services June 2009 - January 2011
Gap Inc June 2006 - January 2009
Skills
Financial Modeling, Financial Analysis, Close Attention to..., Learning Quickly, Problem Solving, Analysis, Asset Management, Trading, Portfolio Management, Hedge Funds, Mutual Funds, Investments, Investment Banking, Microsoft Excel, Equities, Fixed Income, Microsoft Office, Valuation
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science (BS), Finance/Economics/Mathematics, 3.71 GPA
Point72 Asset Management July 2015 - Present
J.P. Morgan January 2014 - June 2015
J.P. Morgan March 2013 - December 2013
J.P. Morgan December 2011 - March 2013
Orange Value Fund September 2009 - May 2011
Globe Op Financial Services June 2009 - January 2011
Gap Inc June 2006 - January 2009
Skills
Financial Modeling, Financial Analysis, Close Attention to..., Learning Quickly, Problem Solving, Analysis, Asset Management, Trading, Portfolio Management, Hedge Funds, Mutual Funds, Investments, Investment Banking, Microsoft Excel, Equities, Fixed Income, Microsoft Office, Valuation
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor of Science (BS), Finance/Economics/Mathematics, 3.71 GPA
Aaron Glick's Orange Value Fund Experience March 2008 - May 2010
Job Head Analyst North America at Churchill Capital
Industry Financial Services
Experience
Churchill Capital May 2013 - Present
Churchill Capital February 2011 - April 2013
Orange Value Fund March 2008 - May 2010
Disney ABC Television Group May 2009 - August 2009
NBC Olympics July 2008 - August 2008
Skills
Investments, Microsoft Excel, Portfolio Management, Microsoft Office, Management, PowerPoint, Mutual Funds, Social Media, Bloomberg, Financial Modeling, Financial Analysis
Education
Syracuse University - S.I. Newhouse School of Public Communication 2006 — 2010
BS, Television/Radio/Film
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
BS, Finance
Syracuse University 2006 — 2010
Minor, Economics
Montville Township High School 2002 — 2006
High School Diploma
Churchill Capital May 2013 - Present
Churchill Capital February 2011 - April 2013
Orange Value Fund March 2008 - May 2010
Disney ABC Television Group May 2009 - August 2009
NBC Olympics July 2008 - August 2008
Skills
Investments, Microsoft Excel, Portfolio Management, Microsoft Office, Management, PowerPoint, Mutual Funds, Social Media, Bloomberg, Financial Modeling, Financial Analysis
Education
Syracuse University - S.I. Newhouse School of Public Communication 2006 — 2010
BS, Television/Radio/Film
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
BS, Finance
Syracuse University 2006 — 2010
Minor, Economics
Montville Township High School 2002 — 2006
High School Diploma
Nathanael Hicks Nathanael Hicks's Orange Value Fund Experience April 2014 - Present
Job Junior Analyst at Orange Value Fund
Industry Banking
Experience
Orange Value Fund April 2014 - Present
JPMorgan Chase & Co. June 2015 - August 2015
First Security Bank of Helena May 2013 - August 2014
Skills
Microsoft Excel, Microsoft Word, Spanish-speaking, PowerPoint, Spanish, Teamwork, Financial Accounting, Critical Thinking, Public Speaking, Time Management, Portfolio Management, Investments
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2016
BS, Accounting and Finance
Helena High School 2008 — 2012
Orange Value Fund April 2014 - Present
JPMorgan Chase & Co. June 2015 - August 2015
First Security Bank of Helena May 2013 - August 2014
Skills
Microsoft Excel, Microsoft Word, Spanish-speaking, PowerPoint, Spanish, Teamwork, Financial Accounting, Critical Thinking, Public Speaking, Time Management, Portfolio Management, Investments
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2016
BS, Accounting and Finance
Helena High School 2008 — 2012
Prince Iype's Orange Value Fund Experience August 2014 - Present
Job Investment Banking Summer Analyst at Jefferies
Industry Capital Markets
Experience
Orange Value Fund August 2014 - Present
Jefferies May 2015 - August 2015
Mergermarket May 2014 - August 2014
Education
Syracuse University 2012 — 2016
BS, Accounting and Finance, Senior
Orange Value Fund August 2014 - Present
Jefferies May 2015 - August 2015
Mergermarket May 2014 - August 2014
Education
Syracuse University 2012 — 2016
BS, Accounting and Finance, Senior
Jason Handler's Orange Value Fund Experience April 2015 - Present
Job Junior Analyst at The Orange Value Fund
Industry Financial Services
Experience
Orange Value Fund April 2015 - Present
Mesirow Financial June 2015 - August 2015
Skills
Microsoft Excel, Bloomberg, PowerPoint, Microsoft Office, Finance, Accounting, Teamwork, Social Networking, Access, Management, Impact Investing, Private Equity, Public Speaking, Research, Equity Research Analysis, Due Diligence, Leadership, Mutual Funds, Microsoft Word
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2017
Bachelor's Degree, Finance, Economics
Lake Forest High School 2008 — 2012
High School
Orange Value Fund April 2015 - Present
Mesirow Financial June 2015 - August 2015
Skills
Microsoft Excel, Bloomberg, PowerPoint, Microsoft Office, Finance, Accounting, Teamwork, Social Networking, Access, Management, Impact Investing, Private Equity, Public Speaking, Research, Equity Research Analysis, Due Diligence, Leadership, Mutual Funds, Microsoft Word
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2017
Bachelor's Degree, Finance, Economics
Lake Forest High School 2008 — 2012
High School
Frank Pingatore IV's Orange Value Fund Experience April 2014 - Present
Job Senior Analyst at Orange Value Fund
Industry Investment Banking
Experience
Orange Value Fund April 2014 - Present
M&T Bank May 2015 - Present
Phi Delta Theta Fraternity December 2014 - May 2015
Wilmington Trust May 2014 - August 2014
Syracuse University August 2013 - April 2014
Golf Channel May 2013 - August 2013
OrangeSeeds First Year Leadership Empowerment Program September 2012 - May 2013
Breezeway Cafe September 2012 - January 2013
Skills
Fundraising, Event Planning, Entrepreneurship, Microsoft Excel, Minitab, SPSS, Bloomberg Terminal, Access, Management, Time Management, Social Networking, Teamwork, Investment Banking
Education
Syracuse University 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
Orange Value Fund April 2014 - Present
M&T Bank May 2015 - Present
Phi Delta Theta Fraternity December 2014 - May 2015
Wilmington Trust May 2014 - August 2014
Syracuse University August 2013 - April 2014
Golf Channel May 2013 - August 2013
OrangeSeeds First Year Leadership Empowerment Program September 2012 - May 2013
Breezeway Cafe September 2012 - January 2013
Skills
Fundraising, Event Planning, Entrepreneurship, Microsoft Excel, Minitab, SPSS, Bloomberg Terminal, Access, Management, Time Management, Social Networking, Teamwork, Investment Banking
Education
Syracuse University 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
Brittany Rich Brittany Rich's Orange Value Fund Experience April 2015 - Present
Job Financial Management Program Intern at General Electric
Industry Financial Services
Experience
GE June 2015 - Present
Orange Value Fund April 2015 - Present
Syracuse University Food Services March 2014 - Present
Dunkin Donuts June 2011 - Present
Syracuse University Food Services August 2013 - March 2014
Skills
Food Service, Customer Service, Food, Inventory Management, Teamwork, Time Management, Food & Beverage, Retail, Restaurants, Leadership, Team Leadership, Facebook, Research, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Social Media, Social Networking, Management, Finance, Event Planing, Accounting, Creative Writing
Education
Syracuse University 2013 — 2017
Bachelor’s Degree, Accounting and Finance
GE June 2015 - Present
Orange Value Fund April 2015 - Present
Syracuse University Food Services March 2014 - Present
Dunkin Donuts June 2011 - Present
Syracuse University Food Services August 2013 - March 2014
Skills
Food Service, Customer Service, Food, Inventory Management, Teamwork, Time Management, Food & Beverage, Retail, Restaurants, Leadership, Team Leadership, Facebook, Research, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Social Media, Social Networking, Management, Finance, Event Planing, Accounting, Creative Writing
Education
Syracuse University 2013 — 2017
Bachelor’s Degree, Accounting and Finance
Giuseppe Castelli's Orange Value Fund Experience May 2014 - Present
Job Incoming Sales & Trading Analyst at Citi
Industry Financial Services
Experience
Citi August 2015 - Present
Syracuse University Investment Club September 2012 - Present
Orange Value Fund May 2014 - Present
Citi June 2015 - August 2015
GE June 2014 - August 2014
Castiglia-Rubinstein & Associates June 2013 - August 2013
Skills
Microsoft Excel, Public Speaking, Negotiation, Industry Analysis, Multilingual..., Data Analysis, Financial Modeling
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2016
Bachelor of Science (BS), Finance and Real Estate
Syracuse University - Maxwell School of Citizenship and Public Affairs 2012 — 2016
Minor, Global Political Economy
Citi August 2015 - Present
Syracuse University Investment Club September 2012 - Present
Orange Value Fund May 2014 - Present
Citi June 2015 - August 2015
GE June 2014 - August 2014
Castiglia-Rubinstein & Associates June 2013 - August 2013
Skills
Microsoft Excel, Public Speaking, Negotiation, Industry Analysis, Multilingual..., Data Analysis, Financial Modeling
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2016
Bachelor of Science (BS), Finance and Real Estate
Syracuse University - Maxwell School of Citizenship and Public Affairs 2012 — 2016
Minor, Global Political Economy
Fran Walker Fran Walker's Orange Value Fund Experience May 2012 - May 2014
Job Former Leverage Finance Summer Analyst at Wells Fargo
Industry Investment Banking
Experience
Orange Value Fund May 2012 - May 2014
McNair Achievement Programs, LLC May 2012 - May 2014
Bloomberg March 2011 - May 2014
Management Leadership for Tomorrow June 2012 - December 2013
Wells Fargo Securities June 2013 - August 2013
Syracuse University January 2011 - August 2013
KeyBank October 2012 - October 2012
GE February 2012 - February 2012
Skills
Leadership, Research, Access, Analysis, Bloomberg, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Public Speaking, Equities, Advertising, Microsoft Office, Data Analysis, Time Management, Investment Banking, Creative Writer, Grant Writing, PHP, HTML, Minitab, Fathom, Bloomberg Terminal, Investments, Fixed Income, Capital IQ, Portfolio Management, Markit, Factset, AdvantageData, CapitalIQ, Pitch Books, Credit Agreements, Credit Indentures, Credit
Education
Syracuse University 2010 — 2014
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Finance
Orange Value Fund May 2012 - May 2014
McNair Achievement Programs, LLC May 2012 - May 2014
Bloomberg March 2011 - May 2014
Management Leadership for Tomorrow June 2012 - December 2013
Wells Fargo Securities June 2013 - August 2013
Syracuse University January 2011 - August 2013
KeyBank October 2012 - October 2012
GE February 2012 - February 2012
Skills
Leadership, Research, Access, Analysis, Bloomberg, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Public Speaking, Equities, Advertising, Microsoft Office, Data Analysis, Time Management, Investment Banking, Creative Writer, Grant Writing, PHP, HTML, Minitab, Fathom, Bloomberg Terminal, Investments, Fixed Income, Capital IQ, Portfolio Management, Markit, Factset, AdvantageData, CapitalIQ, Pitch Books, Credit Agreements, Credit Indentures, Credit
Education
Syracuse University 2010 — 2014
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Finance
Elmer Luke III Elmer Luke III's Orange Value Fund Experience August 2013 - May 2015
Job Investment Banking Analyst at Seabury Group
Industry Investment Banking
Experience
Seabury Group September 2015 - Present
Orange Value Fund August 2013 - May 2015
Syracuse University August 2012 - May 2015
Syracuse University Investment Club January 2014 - December 2014
Credit Suisse June 2014 - August 2014
Credit Suisse June 2013 - August 2013
Morgan Stanley Wealth Management October 2010 - July 2011
Skills
Excel, Word, PowerPoint, Microsoft Office, Social Media, Public Speaking, Facebook, English, Microsoft Excel, Financial Analysis, Microsoft Word, Bloomberg, Analysis, Equities, Financial Modeling, Investments, Valuation, Equity Research, Finance, Portfolio Management, Investment Banking, Fixed Income, Data Analysis, Mutual Funds, Management, Research, Leadership, Bloomberg Terminal, Economics, Corporate Finance, Hedge Funds, Equity Valuation, Teamwork
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor's degree, Finance, Economics
Seabury Group September 2015 - Present
Orange Value Fund August 2013 - May 2015
Syracuse University August 2012 - May 2015
Syracuse University Investment Club January 2014 - December 2014
Credit Suisse June 2014 - August 2014
Credit Suisse June 2013 - August 2013
Morgan Stanley Wealth Management October 2010 - July 2011
Skills
Excel, Word, PowerPoint, Microsoft Office, Social Media, Public Speaking, Facebook, English, Microsoft Excel, Financial Analysis, Microsoft Word, Bloomberg, Analysis, Equities, Financial Modeling, Investments, Valuation, Equity Research, Finance, Portfolio Management, Investment Banking, Fixed Income, Data Analysis, Mutual Funds, Management, Research, Leadership, Bloomberg Terminal, Economics, Corporate Finance, Hedge Funds, Equity Valuation, Teamwork
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor's degree, Finance, Economics
Ben Uhing's Orange Value Fund Experience August 2013 - May 2015
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Orange Value Fund August 2013 - May 2015
J.P. Morgan June 2014 - August 2014
Enterprise Rent-A-Car May 2013 - August 2013
Skills
Investments, Bloomberg, Analytics, Finance, Bloomberg Terminal, Investment Banking, Financial Modeling, Private Equity, Mutual Funds, Portfolio Management, Investment Strategies, Microsoft Excel, PowerPoint, Teamwork, Social Media, Public Speaking, Microsoft Office, Microsoft Word
Education
Syracuse University 2011 — 2015
Bachelor of Science (BS), Finance; Strategic Management, Magna Cum Laude
Norfolk Catholic High School 2007 — 2011
J.P. Morgan July 2015 - Present
Orange Value Fund August 2013 - May 2015
J.P. Morgan June 2014 - August 2014
Enterprise Rent-A-Car May 2013 - August 2013
Skills
Investments, Bloomberg, Analytics, Finance, Bloomberg Terminal, Investment Banking, Financial Modeling, Private Equity, Mutual Funds, Portfolio Management, Investment Strategies, Microsoft Excel, PowerPoint, Teamwork, Social Media, Public Speaking, Microsoft Office, Microsoft Word
Education
Syracuse University 2011 — 2015
Bachelor of Science (BS), Finance; Strategic Management, Magna Cum Laude
Norfolk Catholic High School 2007 — 2011
Eric Fitzgerald's Orange Value Fund Experience March 2013 - Present
Job Investment Banking Analyst at Marathon Capital
Industry Investment Banking
Experience
Marathon Capital June 2015 - Present
Orange Value Fund March 2013 - Present
Syracuse University Men's Ice Hockey January 2013 - February 2015
Ascent Wealth Partners May 2014 - August 2014
Bloomberg LP May 2013 - May 2013
Skills
Bloomberg Terminal, Microsoft Excel, Time Management, Management, Equity Research, PowerPoint, Microsoft Word, Analysis, Interpersonal Skill, Investments, Accounting, Customer Satisfaction, Team Building, Bloomberg, Sales, Data Analysis, Equities, Research, Economics, Teamwork, Team Leadership, Corporate Finance, Fundamental Analysis, Strategic HR, Learning Quickly, Spanish-speaking, Marketing Strategy, Portfolio Management, Mutual Funds, Financial Analysis, Business Strategy, Financial Accounting, Valuation
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2015
Bachelor of Science (B.S.), Finance and Accounting (Magna Cum Laude)
Marathon Capital June 2015 - Present
Orange Value Fund March 2013 - Present
Syracuse University Men's Ice Hockey January 2013 - February 2015
Ascent Wealth Partners May 2014 - August 2014
Bloomberg LP May 2013 - May 2013
Skills
Bloomberg Terminal, Microsoft Excel, Time Management, Management, Equity Research, PowerPoint, Microsoft Word, Analysis, Interpersonal Skill, Investments, Accounting, Customer Satisfaction, Team Building, Bloomberg, Sales, Data Analysis, Equities, Research, Economics, Teamwork, Team Leadership, Corporate Finance, Fundamental Analysis, Strategic HR, Learning Quickly, Spanish-speaking, Marketing Strategy, Portfolio Management, Mutual Funds, Financial Analysis, Business Strategy, Financial Accounting, Valuation
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2015
Bachelor of Science (B.S.), Finance and Accounting (Magna Cum Laude)
Jonathan (Jay) Galli Jonathan (Jay) Galli's Orange Value Fund Experience September 2011 - May 2013
Job Healthcare Equity Research at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors June 2013 - Present
Orange Value Fund September 2011 - May 2013
Credit Suisse June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Quantitative Analytics, Data Analysis, Market Research, Bloomberg, Equity Research, Equities, Financial Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (BS), Finance and Economics
Manning & Napier Advisors June 2013 - Present
Orange Value Fund September 2011 - May 2013
Credit Suisse June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Quantitative Analytics, Data Analysis, Market Research, Bloomberg, Equity Research, Equities, Financial Accounting
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (BS), Finance and Economics
Naresh Vissa Naresh Vissa's Orange Value Fund Experience April 2009 - May 2011
Job Product Launch & Marketing Specialist
Industry Financial Services
Experience
Krish Media & Marketing February 2013 - Present
Stansberry & Associates November 2011 - January 2013
Fuqua School of Business September 2011 - May 2012
Orange Value Fund April 2009 - May 2011
JP Morgan Chase June 2010 - August 2010
Biz Radio May 2008 - February 2009
Houston Rockets May 2007 - July 2008
The Village School May 2006 - July 2007
Houston Astros 2007 - 2007
Apollo Sales Group June 2005 - August 2006
Skills
Social Media, Public Relations, Marketing, Blogging, Public Speaking, Strategy, Social Media Marketing, Digital Marketing, Advertising, Management, Marketing Strategy, Copywriting, Leadership, Event Planning, Sales, Social Networking, Media Relations, Market Research, Facebook, Equity Research, Radio Host, Press Releases, Business Development, Media Strategy, Radio Producing, PowerPoint, Digital Strategy, Research, Editing, Online Marketing, Marketing Communications, Budgets, Management Consulting, Email Marketing, Online Advertising, Entrepreneurship, Strategic Communications, Corporate Communications, Digital Media, Coaching, Broadcast
Education
Duke University - The Fuqua School of Business
Master's degree, Management
Syracuse University
B.S., Broadcast and Digital Journalism, Finance, Accounting
The Kinkaid School
The Village School
Krish Media & Marketing February 2013 - Present
Stansberry & Associates November 2011 - January 2013
Fuqua School of Business September 2011 - May 2012
Orange Value Fund April 2009 - May 2011
JP Morgan Chase June 2010 - August 2010
Biz Radio May 2008 - February 2009
Houston Rockets May 2007 - July 2008
The Village School May 2006 - July 2007
Houston Astros 2007 - 2007
Apollo Sales Group June 2005 - August 2006
Skills
Social Media, Public Relations, Marketing, Blogging, Public Speaking, Strategy, Social Media Marketing, Digital Marketing, Advertising, Management, Marketing Strategy, Copywriting, Leadership, Event Planning, Sales, Social Networking, Media Relations, Market Research, Facebook, Equity Research, Radio Host, Press Releases, Business Development, Media Strategy, Radio Producing, PowerPoint, Digital Strategy, Research, Editing, Online Marketing, Marketing Communications, Budgets, Management Consulting, Email Marketing, Online Advertising, Entrepreneurship, Strategic Communications, Corporate Communications, Digital Media, Coaching, Broadcast
Education
Duke University - The Fuqua School of Business
Master's degree, Management
Syracuse University
B.S., Broadcast and Digital Journalism, Finance, Accounting
The Kinkaid School
The Village School
Sam Garetano's Orange Value Fund Experience May 2008 - May 2010
Job Associate at BlackRock
Industry Investment Management
Experience
BlackRock August 2011 - Present
BlackRock June 2010 - August 2010
Orange Value Fund May 2008 - May 2010
Airborne Tactical Advantage Company July 2009 - August 2009
Plainfield Asset Management May 2009 - July 2009
Quest Diagnostics June 2008 - August 2008
Skills
Equity Research, Bloomberg, Microsoft Excel, Data Analysis, Hedge Funds, Financial Analysis, Investments, Valuation, Alternative Investments, Financial Modeling, Fixed Income, Strategy, Investment Banking, Portfolio Management, Equities, Bloomberg Terminal, Series 7, Mutual Funds, Private Equity, Derivatives, Capital Markets, Quantitative Analytics
Education
Syracuse University 2007 — 2011
B.S.
BlackRock August 2011 - Present
BlackRock June 2010 - August 2010
Orange Value Fund May 2008 - May 2010
Airborne Tactical Advantage Company July 2009 - August 2009
Plainfield Asset Management May 2009 - July 2009
Quest Diagnostics June 2008 - August 2008
Skills
Equity Research, Bloomberg, Microsoft Excel, Data Analysis, Hedge Funds, Financial Analysis, Investments, Valuation, Alternative Investments, Financial Modeling, Fixed Income, Strategy, Investment Banking, Portfolio Management, Equities, Bloomberg Terminal, Series 7, Mutual Funds, Private Equity, Derivatives, Capital Markets, Quantitative Analytics
Education
Syracuse University 2007 — 2011
B.S.
Benjamin Basson's Orange Value Fund Experience September 2013 - May 2015
Job Private Equity Associate at a Boutique Private Equity Firm
Industry Financial Services
Experience
Boutique Private Equity Firm June 2015 - Present
Orange Value Fund September 2013 - May 2015
Lazard Asset Management May 2014 - August 2014
Syracuse University September 2011 - May 2014
Eastern Managed Print Network June 2013 - August 2013
Best Buy June 2013 - August 2013
CAA Tactical June 2012 - August 2012
Israeli Transportation Ministry July 2011 - July 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Sales, Marketing, Microsoft Office, Teamwork, Business Development, Consulting, Stock Market Analysis, Public Speaking, Equity Research, Customer Service, Strategic Planning, Negotiation, Hebrew, Value Investing, Stock Trading, Procurement, Budgets, Editing, Capital IQ, DCF Valuation, Comps, Private Equity, Energy Private Equity, Financial Modeling, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Graduated with a Bachelors of Science, Finance, 3.3
Boutique Private Equity Firm June 2015 - Present
Orange Value Fund September 2013 - May 2015
Lazard Asset Management May 2014 - August 2014
Syracuse University September 2011 - May 2014
Eastern Managed Print Network June 2013 - August 2013
Best Buy June 2013 - August 2013
CAA Tactical June 2012 - August 2012
Israeli Transportation Ministry July 2011 - July 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Sales, Marketing, Microsoft Office, Teamwork, Business Development, Consulting, Stock Market Analysis, Public Speaking, Equity Research, Customer Service, Strategic Planning, Negotiation, Hebrew, Value Investing, Stock Trading, Procurement, Budgets, Editing, Capital IQ, DCF Valuation, Comps, Private Equity, Energy Private Equity, Financial Modeling, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Graduated with a Bachelors of Science, Finance, 3.3
Laura Cawley Laura Cawley's Orange Value Fund Experience May 2010 - May 2012
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2015 - Present
JPMorgan Chase 2012 - 2015
Orange Value Fund May 2010 - May 2012
JPMorgan Chase June 2011 - August 2011
Syracuse University Athletic Department September 2009 - May 2011
Creamer Environmental, Inc May 2010 - August 2010
An Extra Set of Hands November 2002 - August 2008
Skills
Bloomberg, Capital IQ, Bloomberg Terminal, Equity Research, Financial Modeling, Fixed Income, Equities, Hedge Funds, Investment Banking, Quantitative Analytics, Derivatives, Valuation, Financial Analysis, Microsoft Excel, Investments, PowerPoint, Market Research, Finance, Microsoft Office, Mutual Funds, Portfolio Management
Education
Syracuse University 2008 — 2012
Bachelor of Science, Finance Professional Accounting Economics
Bridgewater Raritan High School 2004 — 2008
J.P. Morgan 2015 - Present
JPMorgan Chase 2012 - 2015
Orange Value Fund May 2010 - May 2012
JPMorgan Chase June 2011 - August 2011
Syracuse University Athletic Department September 2009 - May 2011
Creamer Environmental, Inc May 2010 - August 2010
An Extra Set of Hands November 2002 - August 2008
Skills
Bloomberg, Capital IQ, Bloomberg Terminal, Equity Research, Financial Modeling, Fixed Income, Equities, Hedge Funds, Investment Banking, Quantitative Analytics, Derivatives, Valuation, Financial Analysis, Microsoft Excel, Investments, PowerPoint, Market Research, Finance, Microsoft Office, Mutual Funds, Portfolio Management
Education
Syracuse University 2008 — 2012
Bachelor of Science, Finance Professional Accounting Economics
Bridgewater Raritan High School 2004 — 2008
Sarah Rudolph's Orange Value Fund Experience August 2011 - May 2014
Job Client Service Specialist at FutureAdvisor Investment Management for Everyone (We're Hiring!)
Industry Financial Services
Experience
FutureAdvisor - Investment Management for Everyone (We're Hiring!) March 2015 - Present
BlackRock August 2013 - Present
Orange Value Fund August 2011 - May 2014
iShares June 2012 - August 2012
Symphony Asset Management June 2010 - August 2011
Skills
Microsoft Office, Financial Analysis, Mutual Funds, Investments, Strategy, Hedge Funds, Data Analysis, Financial Modeling, Capital Markets, Capital IQ, Microsoft Excel, Corporate Finance, Bloomberg Terminal, Equity Research, Bloomberg, ETFs, Fixed Income, PowerPoint, Public Speaking, Social Media
Education
Sotheby's 2013 — 2013
Summer Study, Arts and Its Markets
Syracuse University 2009 — 2013
BS, Finance, Accounting
Santa Catalina 2007 — 2009
FutureAdvisor - Investment Management for Everyone (We're Hiring!) March 2015 - Present
BlackRock August 2013 - Present
Orange Value Fund August 2011 - May 2014
iShares June 2012 - August 2012
Symphony Asset Management June 2010 - August 2011
Skills
Microsoft Office, Financial Analysis, Mutual Funds, Investments, Strategy, Hedge Funds, Data Analysis, Financial Modeling, Capital Markets, Capital IQ, Microsoft Excel, Corporate Finance, Bloomberg Terminal, Equity Research, Bloomberg, ETFs, Fixed Income, PowerPoint, Public Speaking, Social Media
Education
Sotheby's 2013 — 2013
Summer Study, Arts and Its Markets
Syracuse University 2009 — 2013
BS, Finance, Accounting
Santa Catalina 2007 — 2009
Jason Burger Jason Burger's Orange Value Fund Experience April 2009 - May 2011
Job Sr. Investment Analyst Private Markets at UPS Group Trust
Industry Investment Management
Experience
UPS Group Trust August 2015 - Present
NYS Teachers' Retirement System August 2013 - August 2015
Manning & Napier Advisors October 2011 - January 2013
Manning & Napier Advisors June 2011 - October 2011
Orange Value Fund April 2009 - May 2011
Third Avenue Management June 2010 - August 2010
Skills
Portfolio Management, Equity Research, Bloomberg, Investments, Hedge Funds, Fixed Income, Financial Analysis, Equities, Microsoft Excel, Financial Modeling, Valuation, Private Equity, Bloomberg Terminal, Alternative Investments
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2011
B.S, Finance
Bethlehem Central 2003 — 2007
UPS Group Trust August 2015 - Present
NYS Teachers' Retirement System August 2013 - August 2015
Manning & Napier Advisors October 2011 - January 2013
Manning & Napier Advisors June 2011 - October 2011
Orange Value Fund April 2009 - May 2011
Third Avenue Management June 2010 - August 2010
Skills
Portfolio Management, Equity Research, Bloomberg, Investments, Hedge Funds, Fixed Income, Financial Analysis, Equities, Microsoft Excel, Financial Modeling, Valuation, Private Equity, Bloomberg Terminal, Alternative Investments
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2011
B.S, Finance
Bethlehem Central 2003 — 2007
Andres Emmett Diz's Orange Value Fund Experience March 2013 - May 2015
Job Solar Installation Technician at Halco Energy
Industry Renewables & Environment
Experience
Halco Energy May 2015 - August 2015
Orange Value Fund March 2013 - May 2015
Syracuse Investment Club December 2012 - January 2015
SunEdison May 2014 - August 2014
Emmett's Lawn Mowing April 2006 - October 2011
Skills
Financial Modeling, Bloomberg Terminal, Microsoft Excel, Solar PV, Renewable Energy, Management, Public Speaking, Time Management, PowerPoint, Microsoft Word, Corporate Finance, Higher Education, Research, Microsoft Office, Market Research, Data Analysis, Capital IQ, Social Media, Event Planning, Analysis, Facebook, Teamwork
Education
Syracuse University 2012 — 2016
Bachelor of Science (B.S.), Finance, Accounting
State University of New York College of Environmental Sciences and Forestry 2012 — 2016
Minor - Renewable Energy & Construction Management
Syracuse University Madrid 2013 — 2013
Southern Cayuga Central High School 2008 — 2012
Halco Energy May 2015 - August 2015
Orange Value Fund March 2013 - May 2015
Syracuse Investment Club December 2012 - January 2015
SunEdison May 2014 - August 2014
Emmett's Lawn Mowing April 2006 - October 2011
Skills
Financial Modeling, Bloomberg Terminal, Microsoft Excel, Solar PV, Renewable Energy, Management, Public Speaking, Time Management, PowerPoint, Microsoft Word, Corporate Finance, Higher Education, Research, Microsoft Office, Market Research, Data Analysis, Capital IQ, Social Media, Event Planning, Analysis, Facebook, Teamwork
Education
Syracuse University 2012 — 2016
Bachelor of Science (B.S.), Finance, Accounting
State University of New York College of Environmental Sciences and Forestry 2012 — 2016
Minor - Renewable Energy & Construction Management
Syracuse University Madrid 2013 — 2013
Southern Cayuga Central High School 2008 — 2012
Kevin McCarty's Orange Value Fund Experience August 2009 - May 2011
Job Associate at Zolfo Cooper
Industry Financial Services
Experience
Zolfo Cooper August 2015 - Present
RBS Markets and International Banking August 2014 - July 2015
RBS Markets and International Banking July 2011 - July 2014
Orange Value Fund August 2009 - May 2011
Ernst & Young June 2010 - August 2010
Human Capital Institute (HCI) June 2009 - August 2009
Dartmouth Hitchcock Medical Center June 2008 - August 2008
Skills
Microsoft Office, Valuation, Finance, Financial Analysis, Investment Banking, Bloomberg, Investments, Financial Modeling, Bloomberg Terminal, Equities, Fixed Income, Microsoft Excel, Capital Markets, Equity Research, Derivatives, PowerPoint
Education
Syracuse University 2007 — 2011
BS, Finance & Accounting
Zolfo Cooper August 2015 - Present
RBS Markets and International Banking August 2014 - July 2015
RBS Markets and International Banking July 2011 - July 2014
Orange Value Fund August 2009 - May 2011
Ernst & Young June 2010 - August 2010
Human Capital Institute (HCI) June 2009 - August 2009
Dartmouth Hitchcock Medical Center June 2008 - August 2008
Skills
Microsoft Office, Valuation, Finance, Financial Analysis, Investment Banking, Bloomberg, Investments, Financial Modeling, Bloomberg Terminal, Equities, Fixed Income, Microsoft Excel, Capital Markets, Equity Research, Derivatives, PowerPoint
Education
Syracuse University 2007 — 2011
BS, Finance & Accounting