OTR Global
Industry: Company
DescriptionFounded: 1995 Parent organization: Otr Global Holdings LlcFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportOTR GlobalWebsiteDirections Saved (0) Saved Save Financial consultant in Boston, Massachusetts Located in: Post Office Square Hubway StationAddress: 1 Post Office Square, Boston, MA 02109 Phone: (617) 451-5921Hours: : : Website: : : : Category: : Place name: Website: http://www.otrglobal.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of OTR Global Posting publicly on the Web Write a review Reviews Be the first to review
OTR Global List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at OTR Global. You can filter them based on skills, years of employment, job, education, department, and prior employment.
OTR Global Salaries. You can even request information on how much does OTR Global pay if you want to. Learn about salaries, pros and cons of working for OTR Global directly from the past employees.
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OTR Global Employees
Gunn/Jerkens Marketing Communications October 2014 - Present
Toll Brothers February 2014 - April 2014
Shapell Homes March 2012 - February 2014
YMCA of Metropolitan Los Angeles February 2011 - March 2012
Shapell Industries, Inc. January 2006 - September 2010
Shapell Industries, Inc. March 1999 - December 2005
OTR Global April 1996 - March 1999
Skills
Marketing Management, Marketing, Marketing Strategy, Advertising, Project Planning, Budgets, Management, Residential Homes, Project Management, Leadership, Microsoft Office, Event Planning, Marketing Communications, Sales, Event Management, Contract Negotiation, Real Estate, Strategic Planning, Social Networking, Property Management, Social Media, Social Media Marketing
Education
Humboldt State University
Political Science and Government
SUNY Stony Brook
The Boston Consulting Group September 2014 - Present
Dartmouth Business Journal March 2011 - January 2014
Dartmouth Entrepreneurial Society October 2010 - January 2014
Investor Group Services (IGS) June 2013 - August 2013
OTR Global March 2013 - June 2013
Whitetruffle February 2012 - January 2013
French Foreign Study Program March 2012 - June 2012
CoupFlip December 2011 - June 2012
PeopleAnswers June 2011 - September 2011
Skills
Entrepreneurship, Strategy, Leadership, SEO, Public Relations, Data Analysis, Management Consulting, Marketing Strategy, Analysis, PowerPoint, Microsoft Excel, Marketing, Storytelling, Spanish, Writing, Stata, InDesign, Economics, Online Marketing, French, Marketing Communications, Business Strategy, Search Engine..., Excel, Marketing Management, Investment Research, Equity Research Analysis, Management, Microsoft Office, Economic Modeling, SQL
Education
Dartmouth College 2010 — 2014
B.A., Economics
St. Mark's School of Texas 2002 — 2010
OTR Global 2013 - Present
New York 2012 - 2013
Cowen and Company 2005 - 2012
Credit Suisse 2000 - 2005
Schroders PLC 1983 - 2000
Skills
Fixed Income, Derivatives, Equities, Investment Banking, Investments, Electronic Trading, Private Equity, Alternative Investments, Financial Markets, Hedge Funds, Capital Markets, Trading, Management
Education
Queen's University Belfast 1977 — 1981
Honours, Economics
OTR Global September 2014 - Present
Longines Watch Co. Francillon Ltd. December 2013 - Present
OTR Global January 2013 - Present
Visual Arts Library April 2008 - May 2011
Education
School of Visual Arts 2007 — 2011
BFA, Bio Art
Northwest Polite Society 2012 - Present
Twenty Four Seven July 2010 - October 2011
otr global July 2008 - August 2010
USMP/The Marketing Arm 2008 - 2010
BFG Communications January 2007 - April 2008
Passage Events 2006 - 2007
G2 2003 - 2005
KBA Marketing Group 1998 - 2003
Skills
Experiential Marketing, Influencer Marketing, Nightlife, Account Management, Event Marketing, Guerrilla Marketing, Sponsorship, Brand Communication, Strategic Partnerships, Relationship Marketing, Integrated Marketing, Event Planning, Brand Development, Strategy, Brand Awareness, Marketing Research, Project Management, Management, Leadership, Lead Generation, Marketing, New Business Development, Advertising, Digital Marketing, Sales, Social Media Marketing, Email Marketing, Marketing Strategy, Marketing Management, Market Planning, Brand Architecture, Trade Shows, Direct Marketing, Online Marketing, Social Media, Event Management, Public Relations, Marketing Communications
Education
Edmonds Community College
General studies
North Seattle Community College
General studies, Transportation logistics
Pratt Arts Institute
Fine Art
Seattle Central College
general studies, fine art
The Walt Disney Company March 2015 - August 2015
David Tutera July 2014 - December 2014
Creations by Christine Events March 2013 - December 2014
European Wax Center April 2012 - May 2014
The Disney Store May 2011 - December 2011
OTR Global June 2011 - July 2011
Skills
Event Management, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Facebook, Pinterest, Instagram, Millenium Software, Customer Service, Marketing, Sales, Retail, Typing (80 WPM)
Education
Penn State University 2014 — 2016
Bachelor of Science (B.S.), Organizational Leadership
Rockland Community College 2011 — 2013
Associate of Arts (A.A.), Humanities and Social Sciences
Academy of the Holy Angels 2006 — 2010
Bank of America Merrill Lynch June 2014 - August 2014
Bank of America Merrill Lynch January 2014 - March 2014
OTR Global December 2012 - March 2013
ABC News June 2010 - August 2010
The Guardian June 2010 - August 2010
Skills
Economics, Capital Markets, Equities, Investment Banking, Mergers, Microsoft Excel, PowerPoint, Market Research, Research, Editing, Leadership
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (BA), Economics
Great Neck South High School 2007 — 2011
Donghai Securities January 2012 - July 2014
OTR Global January 2008 - January 2010
Education
University of Maryland College Park 2010 — 2012
Master of Science (M.S.), Finance, General
Partners In Health September 2015 - Present
Unite For Sight June 2015 - August 2015
Peabody Research Institute November 2014 - July 2015
Vanderbilt University Medical Center October 2014 - July 2015
Possible November 2013 - January 2014
Possible September 2012 - September 2013
Stanford Graduate School of Business April 2013 - June 2013
The Center for Refugees and Immigrants of Tennessee June 2012 - August 2012
OTR Global January 2012 - May 2012
Manhattanville College August 2010 - May 2012
Skills
MS Office Suite, Bloomberg, Factset, Foreign Languages, Research, PowerPoint, Excel, ArcGIS, English, Microsoft Office, Access, Press Releases, Economics, Microsoft Excel, Analysis, Public Health, Finance, Social Entrepreneurship, Strategy, Interpersonal Skill, Nonprofits, Teaching
Education
Vanderbilt University School of Medicine 2014 — 2016
Master's Degree, Global Health
Manhattanville College 2008 — 2012
Bachelor's Degree, Finance and Sociology
Rato Bangala School 2005 — 2007
High School, A Levels
INO Broadcasting, Inc. March 2012 - Present
Freelance Writer/Editor December 2011 - Present
OTR Global August 2012 - December 2014
OTR Global April 2012 - August 2012
OTR Global April 2006 - December 2011
Court Watch NOLA June 2008 - December 2009
Graham da Ponte September 1989 - June 2008
Capital Defense Project of Southeast Louisiana June 2002 - December 2006
Skills
Research, Editing, Press Releases, Proofreading, Newsletters, Copywriting, Blogging, Journalism, Public Speaking, Copy Editing, Editorial, Freelance Writing, Creative Writing, Social Media, News Writing
Education
Tulane University
BA, English
Tulane University Law School
JD, Law
Tabak Law, LLC July 2014 - Present
Yo Mama! Frozen Yogurt and Goodies May 2011 - July 2014
OTR Global August 2010 - April 2011
Inboden Meats LTD. August 2006 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Inventory Management, Teamwork, Data Entry, Time Management, Retail, Team Building, Sales, Marketing, Market Research, Merchandising, Marketing Strategy, Purchasing, Employee Relations, Human Resources, Inventory Control, Customer Satisfaction, Leadership, Forecasting, Process Scheduler, Budgets
Education
Cardinal Stritch University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Northern Illinois University - College of Business 2009 — 2011
Bachlor of Science in Marketing, Bachlor of Science in Marketing
Dartmouth College March 2015 - June 2015
Microsoft June 2014 - September 2014
Dartmouth College March 2014 - June 2014
MIT Little Devices Lab January 2014 - March 2014
Dartmouth College June 2013 - November 2013
National Institute of Standards and Technology December 2012 - January 2013
OTR Global September 2012 - November 2012
Gridley & Company LLC June 2012 - August 2012
World Affairs Councils of America August 2010 - May 2011
University of Maryland, College Park June 2010 - August 2010
Skills
Java, C++, C, Python, Matlab, C#, NumPy, SciPy, Machine Learning, Statistics, Neural Networks, Econometrics, TCP/IP, Algorithms, Computer Vision, Differential Equations, Data Analysis, Probability, Graph Theory, Parallel Computing, Operating Systems, Computer Architecture, Unix, JavaScript, LaTeX, HTML, Software Development
Education
Dartmouth College 2011 — 2015
BA, Computer Science, Mathematics, Economics, 3.90
University of Oxford 2014 — 2014
Dartmouth-Oxford Exchange Program, Economics
Montgomery Blair High School 2007 — 2011
Science, Mathematics, Computer Science Magnet Program
Earth Steward Associates June 1990 - Present
Lydia's Fields at Wheatland LLC June 2012 - October 2014
Earth Day Network October 2010 - May 2011
American Wind Wildlife Institute May 2009 - December 2009
Obama for America (OFA)/Obama San Diego January 2007 - November 2008
OTR Global July 2006 - November 2008
World Economic Forum January 2005 - January 2006
RCM March 1992 - October 2005
Sustainable Business Investor/Euromoney PLC August 2001 - March 2003
BusinessWeek June 1994 - June 1999
Skills
CMS (Drupal), Basic Photoshop, Solar, Socially Responsible..., Bioremediation, Writing, Press Releases, Drupal, Journalism, Solar Energy, Blogging, Editing, Publications, Feature Articles, Editorial, Publicity, Social Media Marketing, Strategic Communications, Newsletters, Copy Editing, Media Relations, Facebook, Nonprofits, Leadership, Fundraising, Politics, Volunteer Management, Magazines, Community Outreach, Marketing, Content Development, Copywriting, Corporate Communications, Publishing, Public Speaking, Content Strategy, News Writing, Newspapers, Content Management
Education
University of Southern California 1976 — 1980
BA, Journalism
International Christian University 1981 — 1983
none, Japanese language, culture, history
University of Wisconsin-Madison 2015 — 2015
Online Course, The Land Ethic Reclaimed: Perceptive Hunting, Aldo Leopold and Conservation, Certified completion
Friends of Stephanie Garcia Richard August 2014 - Present
Solace Crisis Treatment Center January 2013 - Present
Santa Fe Innovation Park August 2011 - Present
Home is Where You Are May 2009 - Present
OTR Global January 2013 - July 2014
Earth Care International March 2012 - November 2013
City of Santa Fe Charter Review Commission December 2012 - July 2013
Johansen and Associates April 2012 - April 2013
Stephanie Gracia Richard for House October 2012 - November 2012
Corsini April 2012 - October 2012
Skills
Fundraising, Political Campaigns, Political Science, Research, Non-profit..., Non-profit Development, Direct Sales, Phone Skills, Public Speaking, Team Management, Telephone Skills, Community Outreach, Policy
Education
Creighton University 2007 — 2010
BA, Political Science
Goucher College 2006 — 2007
OTR Global March 2015 - Present
RMJM Group Inc January 2013 - December 2014
True North FX Capital LLC 2010 - 2013
Sherman, Richichi & Hickey, LLC 1993 - 2009
Board of Education City of Stamford, CT 1999 - 2004
McNamara & Kenney 1988 - 1993
Skills
Asset Managment, Business Strategy, Hedge Funds, Entrepreneurship, Private Equity, Streamlining processes..., Operations Management, Corporate Governance, Corporate Finance, Civil Litigation, Investment Banking, Investments, Equities, Valuation, Asset Management, Venture Capital, Accounting, Financial Analysis, Trading, Corporate Development, Portfolio Management, Real Estate, Capital Markets, Risk Management, Fund Of Funds, Alternative Investments, Due Diligence, Mergers & Acquisitions, Start-ups, Litigation, Management, Financial Modeling, Strategy, Restructuring, Executive Management, Strategic Financial..., Business Development, Contract Negotiation, Business Planning, Strategic Planning, Leadership
Education
The Catholic University of America 1985 — 1988
Juris Doctor
Fordham University 1981 — 1985
Bachelor of Arts (BA), Political Science and Government
The Vanguard Group December 2013 - Present
Post-Newsweek Stations June 2010 - June 2014
The Vanguard Group May 2013 - August 2013
Management Leadership for Tomorrow August 2012 - August 2013
OTR Global January 2013 - March 2013
Beringea Limited May 2010 - June 2010
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Economics; Hispanic Studies
Detroit Country Day School 2006 — 2010
OTR Global September 2014 - Present
RIS Enterprises November 2012 - Present
1virtualhealth.com December 2013 - May 2014
Wellness Champions August 2012 - April 2014
OTR Global October 2000 - December 2010
Southern Nevada Wellness Council February 2000 - December 2001
Southern Nevada Health Care Journal November 1998 - April 2000
Latitude Publications July 1996 - December 1998
Skills
Hypnosis, Public Speaking, Writing, Interviewing, Cooking, Copywriting, Entrepreneurship, Interviews, Newsletters, Research, Social Media, Public Relations, Editing, Journalism, Social Media Marketing, Social Networking, Creative Writing, Copy Editing, Blogging, Press Releases, Editorial, Corporate Communications, Magazines, Publications, Management
Education
Columbia College Chicago
B.A., Theater/writing
OTR Global August 2012 - Present
Absolute Flooring & Interiors, LLC January 1998 - Present
OTR Global LLC. August 2005 - August 2012
Linens N Things November 2004 - November 2007
St. John's College August 2002 - 2005
St. John's College May 1997 - August 2002
Skills
Competitive Analysis, Market Research, Marketing, Retail, Product Development, Advertising, Sales, Cross-functional Team..., Corporate Communications, Marketing Communications, Marketing Strategy, Social Media, Investments, Market Analysis, Strategy, Brand Management, Business Strategy, Business Development, Social Media Marketing, Leadership, Management, Merchandising
Education
The University of New Mexico 2002 — 2005
Biology, Chemistry, Math
St. John's College (NM) 1997 — 2002
Bachelor's Degree - Liberal Arts
PPD August 2013 - Present
PPD September 2012 - July 2013
OTR Global January 2008 - September 2012
United States Department of Commerce 2010 - 2010
World Health Care Congress 2008 - 2008
Cambridge Healthtech Institute August 2005 - April 2007
Bridgewater State College January 2005 - June 2005
Critical Care Patients July 1998 - May 2003
Serono December 1994 - November 1995
Dana-Farber Cancer Institute May 1992 - December 1994
Skills
Clinical Trials, Regulatory Affairs, FDA, Medical Devices, Pharmaceutical Industry, Biologics, Molecular Biology, Infectious Diseases, Regulatory Submissions, Clinical Development, Clinical Research, Oncology, GCP, Pharmaceutics, Biochemistry, Cell Culture, Diabetes, Pharmaceuticals, In Vitro Diagnostics, Project Management, Client Relations
Education
Boston University School of Medicine
Ph.D., Biochemistry
Northeastern University
MS, Regulatory Affairs, GPA 4.0
University of Maryland College Park
B.S., Microbiology
BlackRock March 2015 - Present
UBS May 2014 - March 2015
UBS Financial Services August 2012 - December 2012
UBS Financial Services May 2011 - September 2011
OTR Global May 2010 - August 2010
Skills
Mutual Funds, Series 7, Valuation, Portfolio Management, Alternative Investments, Bloomberg, Analysis, Investments, Bloomberg Terminal, Securities, Hedge Funds, Asset Allocation, Bonds, Investment Strategies, Wealth Management, Investment Management
Education
Completed all 3 CFA exams, awaiting 4 years of experience to become Charterholder 2013 — 2014
Boston College 2008 — 2012
Bachelor's degree, Economics
VentureOutNY January 2012 - Present
Gotham Ventures December 2011 - Present
iCatapult November 2012 - August 2013
Corossol Consulting, LLC September 2008 - April 2013
OTR Global July 2009 - July 2011
Vista Research, a Standard & Poor's business January 2008 - June 2009
Vista Research, a Standard & Poor's business May 2006 - December 2007
Emancipation Capital January 2006 - May 2006
Vista Research May 2004 - August 2005
Societe Generale May 2000 - August 2000
Skills
Mergers, Product Management, Relationship Management, Equity Research, Sales, Project Management, Customer Retention, Start-ups, Venture Capital, Hedge Funds, Business Development, Due Diligence, Entrepreneurship, Valuation, CRM, Strategic Partnerships, Strategy, Market Research, Management, SaaS, Enterprise Software, Financial Modeling, Social Media Marketing, Mergers & Acquisitions, Portfolio Management, Capital Markets, Finance, Competitive Analysis, Business Strategy, SEO, Emerging Markets, Marketing, Investments, Equities, Leadership, E-commerce, Corporate Finance, Analysis, Product Development, Corporate Development, Executive Management, Business Planning, Business Intelligence, Mobile Applications, Management Consulting, Social Media
Education
University of Richmond - Robins School of Business 2001 — 2006
Bachelor of Science in Business Administration, Finance
Chaminade High School 1997 — 2001
FactSet September 2015 - Present
FactSet March 2015 - September 2015
FactSet September 2013 - March 2015
OTR Global June 2012 - August 2012
MC Capital October 2011 - December 2011
Young America Capital June 2011 - August 2011
Skills
Series 7, Microsoft Excel, PowerPoint, Microsoft Word, Research, Capital IQ, Social Media, Microsoft Office, HTML, Public Speaking, Teamwork, Quantitative Research, Qualitative Research, Investment Banking
Education
The Johns Hopkins University 2009 — 2013
Bachelor of Arts (B.A.), Economics
OTR Global September 2012 - Present
Bank of America June 2007 - July 2012
Bank of America April 2004 - June 2007
Morgan Lewis & Bockius October 2002 - March 2004
Pillsbury-Winthrop January 2002 - April 2002
Fifth & Pacific Companies, Inc. December 2001 - March 2002
Sidley, Austin, Brown and Wood September 2001 - November 2001
SRA International Incorporated, Fairfax August 1999 - April 2000
Skills
Active Directory, Disaster Recovery, Technical Support, Windows 7, Analysis, Project Management, Windows, Desktop Computers, Blackberry Enterprise..., Help Desk Support, Trading Systems, Desktop Administration, Citrix, Group Policy, Print Management, Symantec Backup
Education
Syracuse University 1995 — 1999
Bachelor's Degree, Information Technology
Fordham Preparatory 1991 — 1995
OTR Global October 2011 - Present
Gleacher & Company, Inc. October 2007 - August 2011
RBC Capital Markets March 2004 - September 2007
Southwest Securities 2000 - 2004
Skills
Equity Research, Capital Markets, Financial Modeling, Equities, Hedge Funds, Corporate Development, Enterprise Software, Valuation, Mergers, Series 7, Portfolio Management, Asset Managment, Due Diligence, Venture Capital, Corporate Finance
Education
Wake Forest University - Babcock Graduate School of Management 1995 — 1997
MBA
Appalachian State University 1981 — 1985
BSBA, International Business
Hobsons March 2014 - Present
Pearson North America April 2011 - February 2014
OTR Global August 2008 - January 2011
Urban Academy April 2007 - August 2008
Skills
Interviews, Program Management, Research, Project Management, Management, Business Analysis, Leadership, Strategic Planning, Social Media, Strategy, Business Development, Training, Market Research, Public Speaking, CRM, Higher Education, E-Learning, Consulting
Education
Beloit College 2000 — 2004
Bachelor of Arts (B.A.), History and Russian Studies
AprilKaynorHomes Team at William Raveis Hamptons LLC November 2013 - Present
William Raveis Real Estate October 2010 - Present
AK Interiors October 2005 - October 2010
OTR Global 1997 - 2004
Robertson, Stephens & Co. 1994 - 1997
Skills
Marketing, Marketing Strategy, Advertising, Social Media, Online Advertising, Real Estate, Sales, Real Estate Transactions
Education
Parsons The New School for Interior Design 2006 — 2008
Interior Design
Southern Methodist University 1989 — 1993
BA, Broadcast Journalism
Manhattanville College September 2013 - May 2015
Manhattanville College Admissions Office September 2013 - May 2015
OTR Global September 2014 - November 2014
Fulcrum Securities May 2014 - August 2014
Vimenca September 2011 - August 2013
Skills
Community Outreach, Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Higher Education, Event Planning, Data Entry, Student Affairs, Public Speaking, Editing, Social Media, Fundraising, Facebook, Nonprofits, Teaching, Social Networking, Spanish, Outlook, Data Analysis, Bloomberg, Financial Modeling, Financial Analysis
Education
Manhattanville College 2013 — 2015
Bachelor’s Degree, Finance, 3.8
PUCMM 2011 — 2013
Delos® September 2014 - Present
OTR Global March 2014 - September 2014
Goldman Sachs January 2013 - March 2014
Goldman Sachs July 2009 - December 2012
Education
Northeastern University 2004 — 2009
Bachelor of Science (B.S.), Business Administration; Finance & Management
Fairfield Prep 2000 — 2004
Great Clips August 2002 - Present
OTR Global October 2001 - Present
May Merchandising Corporation July 1981 - June 2001
Skills
Merchandising, Retail, Franchising, Profit, Market Research, Leadership, Store Management, Purchasing, Team Building, Sales, Competitive Analysis, Inventory Management, P&L, Marketing, Visual Merchandising, Marketing Strategy, Strategic Planning
Education
Michigan State University 1970 — 1974
BS, Business
The News Journal March 2012 - Present
Self-employed June 2005 - Present
OTR Global May 2008 - December 2010
Emory University August 2006 - April 2008
Rast Marketing Research February 2006 - September 2006
Raleigh News & Observer September 2002 - June 2005
The Philadelphia Inquirer December 1999 - March 2002
Education
University of Pennsylvania 1996 — 1999
BA, Sociology
Leading Learning 2010 - Present
OTR Global 2008 - 2012
Mission Foods 1995 - 2004
Price Pfister 1990 - April 1995
Skills
Research, Journalism, Corporate Communications, Social Media, Strategic Planning, Content Development, Organizational..., Team Building, Market Research, Public Speaking, Management Consulting, Project Management, Management, Microsoft Excel
Education
University of California, Berkeley 1985 — 1989
BA, Social Science, Business
Liquidnet September 2010 - Present
OTR Global 2012 - Present
Liquidnet October 2005 - September 2010
GE Consumer Finance (GE Money) 2000 - 2005
GE 1997 - 1999
GE Lighting 1995 - 1997
Skills
Corporate Finance, Strategic Planning, Strategic Thinking, Strategic Analysis, Financial Analysis, Financial Planning, Financial Modeling, Mergers, IPO, Strategic Partnerships, Strategic Financial..., Equities, Business Strategy, Mergers & Acquisitions, Finance, Analysis, Managerial Finance, Investments, Leadership, Portfolio Management, Management, Private Equity, Board of Directors, Acquisition Analysis, Acquisition Integration, Recapitalizations, Pricing Strategy, Downsizing, Board Presentations, Auditing, Group Presentations, Talent Management, Talent Assessment, Business Development, Strategy
Education
Hamilton College 1991 — 1995
BA, Mathematics & Economics
Harvard Business School 2011 — 2011
Executive Education, Building New Businesses in Established Organizations
Greenhills School (High School) 1987 — 1991
Bunge September 2015 - Present
Bunge August 2014 - August 2015
Aspirex Investments LLC July 2012 - June 2014
Belvedere Trading, LLC June 2013 - August 2013
OTR Global March 2013 - June 2013
Education
Dartmouth College 2010 — 2014
Bachelor of Arts, Mathematics and Economics
Council Rock High School South 2006 — 2010
Dartmouth Real Estate Development Club November 2013 - Present
Dartmouth College Football Team August 2012 - Present
OTR Global 2015 - 2015
Dartmouth Computer Store June 2013 - August 2014
Capital Trust Group June 2012 - June 2012
Skills
Leadership, Project Management, Sales, Analysis, Time Management, Research, Data Analysis, Public Speaking, PowerPoint, Fundraising, Microsoft Office, Event Planning, Editing, Microsoft Excel, Social Media, Microsoft Word, Customer Service
Education
Dartmouth College 2012 — 2016
Gonzaga College High School 2008 — 2012
Morgan Stanley June 2014 - Present
Lincoln Financial Group January 2014 - April 2014
OTR Global August 2013 - December 2013
Morgan Stanley Wealth Management June 2013 - August 2013
Manhattanville College January 2013 - May 2013
The Metropolitan Museum of Art December 2012 - May 2013
Water Authority of Western Nassau County December 2012 - January 2013
Education
Manhattanville College 2011 — 2014
Bachelor of Arts (B.A.), Finance, 3.84/4.0
H. Frank Carey High School 2005 — 2011
High School Diploma, Regular/General High School
MindStream Analytics August 2014 - Present
OTR Global June 2013 - August 2013
Rabobank January 2013 - March 2013
Skills
Economics, Data Analysis, Financial Modeling, Research, Market Research, Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Statistics, Leadership
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (BA), Mathematics, International Relations
College International 2012 — 2012
Mathematics
MasterCard September 2014 - Present
MasterCard February 2014 - Present
World Women Global Council August 2012 - Present
MasterCard August 2012 - January 2014
MassMutual Financial Group February 2012 - May 2012
OTR Global September 2011 - December 2011
Manhattanville College August 2009 - April 2011
Manhattanville College August 2009 - April 2011
Skills
Financial Modeling, Portfolio Management, Economics, Analysis, Leadership, Research, Public Speaking, Marketing, Event Management, Data Analysis, Team Leadership, Investments, Market Research, Financial Analysis, Spanish, Product Management, Strategy
Education
Manhattanville College 2008 — 2012
Bachelors, Finance
Lahore Grammar School 2006 — 2008
A-Levels, Economics, Law, Sociology, Urdu Language
CreditRepair.com December 2014 - Present
Skyword Inc. October 2014 - Present
MedShadow Foundation October 2014 - Present
Ebyline, Inc. November 2013 - Present
Bankrate.com, InsuranceQuotes.com, Bargaineering.com January 2011 - Present
Orentreich Medical Group May 2012 - Present
CreditSesame.com April 2014 - Present
QuinStreet: Money-Rates.com, SavingsAccounts.com June 2013 - Present
TheStreet.com: Mainstreet.com April 2013 - Present
OTR Global June 2008 - Present
Skills
Beauty Writing, Health Writing, Business Reporting, Copywriting, SEO Writing, Marketing Communications, Market Research, Instructional Design, Competitive Analysis, hair loss, personal finance, shopping, saving money, couponing, Web Content, Magazines, SEO, Health, Fitness, Nutrition, Catalogs, Ebooks, Beauty, Writing, Blogging, Social Media, Journalism, Ghostwriting, Content Development, Editorial, Research, Corporate Communications, Ghost-writing, Wordpress, Survey Research, Medical Writing, Hair Loss, Beauty Industry, SEO copywriting, Marketing, WordPress, Publications, Feature Articles, Social Media Marketing, Advertising, AP Style
Education
Pace University 1984 — 1988
BBA Marketing, Marketing/Advertising
Liberty Mutual Insurance January 2015 - Present
Liberty Mutual Insurance July 2013 - September 2015
Liberty Mutual Insurance August 2008 - July 2013
OTR Global September 2002 - July 2008
Elon University November 2005 - May 2008
AIG United Guaranty May 2007 - August 2007
Skills
Leadership, Insurance, Management, Property & Casualty..., Negotiation, Training, Litigation, Project Management, Claims Management, Data Analysis, Customer Satisfaction, Time Management, Sales Operations, Customer Service, Coaching
Education
University of Georgia - Terry College of Business 2011 — 2013
MBA
Elon University 2004 — 2008
BS, Business Admin: Marketing and Finance
L.E.K. Consulting September 2013 - Present
Investor Group Services (IGS) June 2012 - August 2012
OTR Global September 2011 - December 2011
Concord Country Club June 2010 - September 2010
Ryding Financial Services, LLC 2005 - September 2010
Education
Dartmouth College 2009 — 2013
Bachelor of Arts, Economics & Psychology
Westford Academy 2005 — 2009
Brown Brothers Harriman & Co. June 2015 - August 2015
Bank of America Merrill Lynch April 2015 - April 2015
J.P. Morgan Asset Management December 2014 - December 2014
OTR Global August 2014 - December 2014
Dartmouth Academic Skills Center November 2013 - December 2013
Columbia University School of Continuing Education June 2013 - August 2013
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Major: Mathematics modified with Engineering Sciences and Sociology, Junior
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2011
Leadership Education and Development Program (LEAD), Finance, Accounting, Marketing
Potomac Senior High School 2008 — 2012
High School Diploma, Summa Cum Laude
New Frontier Group September 2013 - Present
Print and online media May 2009 - Present
keyper — Tickets with friends December 2014 - June 2015
eCleaners May 2011 - December 2014
GfK August 2014 - November 2014
Content Fleet GmbH August 2013 - May 2014
Opera Mundi October 2010 - December 2010
OTR Global December 2008 - December 2010
New Content April 2009 - May 2009
O Estado de São Paulo S/A August 2008 - May 2009
Skills
Blogging, Social Media, Journalism, Press Releases, Creative Writing, Newsletters, Editing, Publications, Translation, Newspapers, Magazines, Editorial, Research, Publishing, News Writing, Public Relations, Digital Media, Media Relations, Corporate Communications, Writing, Digital Marketing, Online Journalism, WordPress, InDesign
Education
Universität Wien 2010 — 2016
Master, Publishing, Marketing
Universität Wien 2010 — 2016
BA, English and American Studies
Universidade Federal do Rio de Janeiro 2001 — 2005
Bachelor, Media and Communications, Journalism
OTR Global 2003 - Present
Various Publications January 1993 - Present
GR Sponaugle June 2000 - January 2002
The Communications Connection January 1993 - January 2000
Skills
Enterprise Software, Marketing Communications, Blogging, Thought Leadership, Public Relations, Market Research, Corporate Communications, Competitive Analysis, New Business Development, Start-ups, Business Development, Content Management, Entrepreneurship, Virtualization, Press Releases, Sales, Social Media, Editing, Marketing Strategy, Project Management, Management
Education
Lock Haven University of Pennsylvania 1991 — 1993
Lebanon Valley College 1990 — 1992
OTR Global August 2015 - Present
Skills
Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Mac, Access, SharePoint, Filing, Data Entry, Telephone Skills, Time Management, Social Media, Public Speaking, Financial Analysis, Leadership, Microsoft Word, Research, Finance, Teamwork
Education
Manhattanville College 2012 — 2016
Bachelor's Degree, Finance, History, 3.6
Manhattanville College 2012 — 2016
Finance, History
lakeland highschool
OTR Global June 2015 - August 2015
Whitehead Institute June 2014 - August 2014
Johns Hopkins University June 2013 - August 2013
Education
Duke University 2013 — 2017
B.S.E: Biomedical Engineering & Minor: Finance
Thomas Jefferson High School for Science and Technology 2009 — 2013
VSP Global May 2015 - Present
Murano Group June 2013 - May 2015
eBay Inc September 2013 - January 2014
Bureau of Trade April 2012 - May 2013
Murano Group December 2008 - April 2012
OTR Global January 2006 - January 2008
State University of New York at Oswego May 2004 - May 2005
Skills
Eloqua, MailChimp, Constant Contact, Social Media, Marketing, Editing, Research, Social Media Marketing, Email Marketing, Advertising, Analysis, Newsletters, Customer Service, Strategy, Data Entry, Nonprofits, Budgets, Public Relations, Social Networking, Event Management, Microsoft Office, Microsoft Word, Public Speaking, Non-profits, Microsoft Office..., SPSS Statistical..., Microsoft...
Education
San Francisco State University
MPA, Public Administration
State University of New York College at Oswego
BA, Psychology & Public Justice
Hotel Council of San Francisco January 2014 - Present
San Francisco Department of the Environment September 2011 - January 2014
OTR Global September 2010 - September 2011
Brilliant Earth November 2009 - September 2010
Environmental Services Department, City of San Jose June 2009 - September 2009
greenspace June 2008 - September 2009
Think Local First - Santa Cruz April 2009 - June 2009
Campaign for Sensible Transportation April 2009 - June 2009
The Green Architect January 2006 - March 2006
Skills
Zero Waste, Zero Waste Event..., Policy Implementation, NetSuite, Green Building, GIS, Community Outreach, Environmental Awareness, Training, Environmental Policy, Waste Reduction, Waste Management, Sustainability, Program Management, Environmental Issues
Education
University of California, Santa Cruz 2005 — 2009
BA, Economics and Environmental Studies
Grant Thornton LLP June 2015 - Present
Grant Thornton LLP April 2014 - June 2015
OTR Global September 2011 - April 2014
Artio Global Investors April 2010 - April 2011
Great-West Retirement Services April 2008 - April 2010
Irish Echo Newspaper May 2004 - April 2008
Skills
Marketing Communications, Copywriting, Corporate Communications, InDesign, Social Media, Newsletters, Press Releases, Microsoft Excel, Writing, Marketing, Advertising, PowerPoint, Photoshop, Microsoft Word, Editing, Google Analytics, AP Style, Blogging, Integrated Marketing, Account Management, Digital Media, Event Coordination, Pagination, RFP, Event Planning
Education
SUNY New Paltz 2000 — 2004
Bachelor of Arts (B.A.), Journalism
Susan Joy Studios January 2015 - February 2015
KAELEN NYC January 2015 - February 2015
Downstate Juniors Volleyball Club November 2012 - January 2015
The College Racquet Club August 2014 - December 2014
OTR Global December 2012 - November 2013
Sawchuk Insurance Agency May 2013 - August 2013
Racked.com (Racked National) March 2013 - April 2013
Beauty Within TV January 2013 - March 2013
Hollister November 2010 - March 2011
Skills
Sales, Marketing, Social Media, Blogging, Editorial, Social Networking, Microsoft Word, Apparel, Event Planning, Public Relations, Event Management, Research, Fundraising, Social Media Marketing, Marketing Communications, Facebook, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Customer Service, Fashion, Time Management, Photoshop, HootSuite, E-commerce SEO
Education
Concordia College New York 2012 — 2016
Bachelor of Arts (B.A.), English/ Communications
Fashion Institute of Technology
Fashion Styling Certification
Springstead Highschool 2008 — 2012
Completed Highschool Diploma, English Language and Literature, General
NYSERDA June 2008 - Present
OTR Global March 2005 - May 2008
Skills
Analysis, Project Management, Program Management, Strategic Planning, Project Planning, Research, Requirements Analysis, Business Process..., Data Analysis, Market Research, Energy, Renewable Energy, Energy Efficiency, Contract Negotiation, Contract Management, Automation, Green Building, Construction Management, Smart Grid
Education
Rensselaer Polytechnic Institute 1993 — 1997
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Rensselaer Polytechnic Institute 1989 — 1993
Bachelor's Degree, Mechanical Engineering
Brittonkill Central High School 1985 — 1989
High School
OTR Global November 2014 - Present
Raymond James Financial Inc. July 2013 - November 2014
Hess Corporation May 2012 - August 2012
Capstone Strategic January 2012 - February 2012
The Back Porch Cafe 2008 - 2011
Skills
Economics, Microsoft Excel, PowerPoint, Research, Microsoft Office, Financial Analysis, Data Analysis, Equities, Hedge Funds, Institutional Sales, Valuation, Mergers, Marketing Strategy
Education
Bucknell University
BA, Economics
St. Mary's High School
Trinity College in Rome
Vanderbilt University
Vanderbilt Accelerator Program
Kumon September 2013 - June 2014
OTR Global July 2013 - September 2013
Skills
Team Management, Chinese, French, Communication, Microsoft Excel
Education
Indiana University - Kelley School of Business 2014 — 2018
Bachelor's Degree, Accounting and Finance
Trumbull High School 2010 — 2014
High School
NYBulls.com June 2010 - Present
OTR Global June 2015 - August 2015
Brae Burn Country Club June 2013 - August 2013
OTA Management LLC June 2011 - August 2012
Skills
Data Analysis, Project Management, Microsoft Excel, Presentation Development, PowerPoint
Education
Boston University Questrom School of Business 2014 — 2018
Sophomore
Scarsdale High School 2010 — 2014
High School Diploma
OTR Global September 2012 - Present
OTR Global July 2010 - Present
OTR Global November 2005 - June 2010
OTR Global February 2004 - October 2005
Jack Hayford Ministries May 2003 - August 2003
Skills
Research, Copywriting, Marketing, Project Management, Market Research, Editing
Education
Bradley University 1999 — 2003
B.S.
Under The Radar, An Experiential Communications Agency February 2014 - Present
Navistar Defense March 2013 - February 2014
Navistar Defense October 2011 - March 2013
Northern Illinois University August 2011 - November 2011
Baird & Warner July 2010 - August 2011
Northern Illinois University May 2010 - August 2011
OTR Global June 2010 - July 2010
Northern Illinois University August 2007 - April 2010
Skills
Marketing, Leadership, Social Media, Market Research, Marketing Strategy, Social Media Marketing, Proposal Writing, Project Management, Marketing Communications, Account Management, Marketing Research, Event Planning, Salesforce.com, Negotiation, Team Leadership, Sales
Education
Northern Illinois University 2010 — 2011
M.B.A, International Marketing
Northern Illinois University 2006 — 2010
B.S., Marketing with an emphasis in Interactive Marketing
OTR Global November 2002 - Present
Lam Research March 1994 - September 2001
Etec Systems, Inc. (now owned by Applied Materials) July 1989 - March 1994
Lam Research January 1988 - July 1989
SiScan Systems December 1986 - January 1988
Ultratech April 1984 - December 1986
IBM January 1981 - April 1984
Skills
Research, Mobile, Mobile Communications, Wireless, Market Research, Mobile Devices, Product Marketing, Semiconductors, Copywriting, Management, Strategy, Social Networking, Product Development, Leadership, Competitive Analysis, B2B, Corporate Communications, Business Development, Press Releases, Blogging, Telecommunications, Business Strategy, Marketing Communications, Start-ups, Social Media Marketing, Editing, Marketing Strategy, Online Marketing, CRM, E-commerce, Digital Media, Content Management, Public Relations, Integrated Marketing, SEO, Online Advertising, Social Media, Content Development, New Media, Media Relations, Marketing Research, Manufacturing, Strategic Planning, Program Management, Semiconductor Industry, Process Engineering, Project Management, Engineering
Education
San Jose State University 1979 — 1981
Chemistry, Analytical Chemistry, Genetics
Monterey Peninsula College 1976 — 1978
Carmel High School 1973 — 1976
Analysis Group July 2014 - Present
Public Service Economics November 2014 - Present
Babson College March 2013 - Present
G51 Capital September 2013 - May 2014
Boston Global Forum August 2013 - January 2014
Babson Entrepreneurial Leadership Academy August 2013 - August 2013
EMC July 2012 - 2013
OTR Global June 2011 - August 2011
Stephen D. Cutler Center for Investments and Finance September 2010 - May 2011
Babson College Fund April 2010 - April 2011
Skills
Bloomberg Terminal, Factset, Morningstar, Capital IQ, Equity Valuation, Consulting, Financial Modeling, Financial Analysis, Investments, Bloomberg, Valuation, Entrepreneurship, Economics, Equity Research, Corporate Finance, Microsoft Excel, Equities, Business Strategy, Portfolio Management, Analysis, Research, Finance, Asset Managment, Market Research, Strategy, Due Diligence, Business Development, Management, Leadership, Venture Capital
Education
Boston College - Carroll School of Management 2013 — 2014
Master of Science (M.Sc.), Finance, Asset Management
Babson College 2008 — 2012
Bachelor of Science (BSc. Honors), Finance, Philosophy, and Economics, Magna cum Laude
The London School of Economics and Political Science (LSE) 2010 — 2010
International Politics
Saigon South International School 2005 — 2008
Highschool Diploma
SmackHigh February 2014 - Present
BUILD April 2013 - June 2014
ShoutHub March 2012 - April 2013
Auctus Partners December 2010 - March 2012
SVG Capital January 2011 - May 2011
OTR Global September 2010 - January 2011
Merrill Lynch June 2010 - August 2010
Merrill Lynch September 2009 - December 2009
Gordon Brothers Group January 2009 - September 2009
Skills
Start-ups, Valuation, Venture Capital, Software Development, Fundraising, Lean Startup, Startup Development, Software Project..., Software Architectural..., Objective-C, JavaScript, HTML5, iPhone Application..., Mobile Application..., Due Diligence, PowerPoint, Social Media, Business Development, Business Planning, Financial Modeling, Finance, Financial Analysis, Management, Private Equity, Strategy, Investments, Mobile Applications, Entrepreneurship, Leadership
Education
Boston University Questrom School of Business 2007 — 2011
BSBA, Finance
Malden Catholic High School 2003 — 2007
Glencore January 2013 - Present
OTR Global May 2011 - August 2011
Education
Saint Lawrence University 2008 — 2012
BA/BA, History, Economics
Annamel Media 1981 - Present
OTR Global 2001 - August 2012
C-SPAN 1999 - 2008
Amazon 1996 - 2002
Jackson Hole Guide 1979 - 1981
Skills
Published Author, Writing, Editing, Ghostwriting, Business Journalism, Online Journalism, Book Reviews, Magazine Articles, Social Media Marketing, Newsletter Production, Project Management, Blogger, Editorial Consulting, Journalism, Blogging, Corporate Communications, Books, Building Relationships, Highly Reliable, Marketing, Newspapers, New Media, Web Content, Copy Editing, Storytelling, News Writing, Magazines, Content Development, Feature Articles, Publications, Press Releases, Social Media, Newsletters, Proofreading
Education
Penn State University 1971 — 1974
BA, Journalism
Central High School (Philadelphia) 1967 — 1971
Bachelor's degree
OTR Global 2012 - Present
Quark Expeditions 2007 - 2010
Skills
Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Finance, Analysis, Corporate Finance, Budgets, GAAP, Due Diligence, Valuation, NetSuite, Economics, Economic Research, Broker-Dealer, FINRA
Education
The University of Connecticut 2010 — 2012
Bachelor of Arts (B.A.), Economics, 3.77
OTR Global July 2015 - Present
William E. Simon School of Business, University of Rochester July 2014 - June 2015
Lennon Crane & Equipment Company June 2011 - 2014
University of Rochester Medical Center May 2012 - September 2012
Windstream (Formerly PAETEC Holding Corp) January 2011 - April 2011
Simon School of Business, University of Rochester September 2010 - December 2010
NCA Partners LLC June 2010 - August 2010
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Research, Communication Skills, Market Research, Entrepreneurship, Innovation, Finance, Public Speaking, Business Planning, Data Analysis, Marketing, Data Entry, Databases, Business Development, Business Strategy, Business Analysis, Organization, Product Development, Financial Modeling
Education
William E. Simon School of Business 2014 — 2015
Master of Science (MS), International Finance
University of Rochester 2008 — 2012
Bachelor of Arts (B.A.), Business; Entrepreneurship and Financial Economics
Chaparral High School 2004 — 2008
New York Public Library October 2013 - Present
Bowen & Company October 2012 - October 2013
Bowen & Company August 2011 - October 2012
HiTouch Business Services May 2010 - February 2012
Bowen and Company February 2011 - May 2011
The Saxton Group Ltd September 2010 - December 2010
University of Connecticut Co-op January 2007 - April 2010
OTR Global May 2009 - August 2009
Education
University of Connecticut 2006 — 2010
BS, Finance, Psychology (minor)
OTR Global October 2007 - Present
BC Communications (personal freelance business) 2008 - Present
AMD January 2013 - March 2014
ADP - Screening & Selection Services March 2012 - July 2012
Merriman Curhan Ford & Co March 2005 - September 2007
Kaufman Bros. April 2004 - November 2004
Off The Record Research June 1995 - April 2004
RCM Capital Management August 1989 - May 1995
ORFI Systems December 1988 - July 1989
Skills
Editing, Writing, Technical Writing, News Writing, Newsletters, Corporate Communications, Market Research, Research Project..., Website Development, Social Media, Public Speaking, SEC compliance, Webmaster Services, Content Management, Project Management, Corporate Blogging, Website Copy, Academic Writing, Online Research, Search Engine..., Professional Networking, BlueMatrix, Marketing Communications, Document Processing, Journalism, Web Content, Semiconductors, Editorial, Technical Communication, Interviews, Copy Editing, Content Development, Marketing, Copywriting, Social Networking, Newspapers, SEO, Publishing, Advertising, Marketing Copy, Text Editing
Education
Lehigh University 1985 — 1989
BA, Journalism Science Writing
Golden Gate University
Wedbush Securities September 2014 - Present
OTR Global May 2013 - August 2014
OTR Global 2008 - 2013
Education
The University of New Mexico 2002 — 2004
MA, Latin American Studies
Willamette University 1995 — 1999
BA, Business Economics
Apple July 2012 - Present
OTR Global October 2004 - July 2012
Governmental Advocates January 2004 - October 2004
Skills
Editing, Blogging, Press Releases, Journalism, Corporate Communications, Newsletters, Public Relations, Social Media, Content Development, Copy Editing, Copywriting, Market Research, Editorial, Newspapers, Media Relations, Content Management, News Writing, Web Content, Marketing Communications, AP Style
Education
California State University-Chico 1998 — 2002
Journalism
Dash Financial March 2015 - Present
Jordan River Advisors October 2014 - February 2015
Strategic Capital Investment LLC July 2013 - September 2014
Sammons Securities Co, LLC; member FINRA/SIPC January 2013 - June 2013
TE4 Capital Management, LLC July 2011 - December 2012
OTR Global October 1996 - June 2011
Trimark 1995 - 1996
Trimark 1995 - 1996
Skills
Equities, Hedge Funds, Risk Management, Customer Relations, Asset Management, Portfolio Management, Alternative Investments, Investments, Investor Relations, Investor Development, Investor Liaison, Trading, Capital Markets, Asset Managment, Series 7, Business Development, Customer Service, Securities, FINRA, Entrepreneurship, Private Equity, Asset Allocation, Fund Of Funds, Bloomberg, Investment Strategies, Fixed Income, Series 63, Mutual Funds, Options, Valuation, Management, Trading Strategies, ETFs, Emerging Markets, Equity Research, Investment Advisory, Investment Management, Financial Services, Financial Markets, Equity Trading
Education
Barry University 1988 — 1991
Spring Hill College 1986 — 1988
Culver Military Academy 1984 — 1986
Blueshift Research April 2013 - Present
Reflections & Recovery Ministries March 2013 - Present
OTR Global April 2001 - December 2011
Crownpoint Institute of Technology August 1998 - May 2001
Molzen Corbin & Associates 1993 - May 1997
Prudential Sun Belt Realty 1991 - 1992
John L Scott Real Estate 1989 - 1991
Interstate Distributor Co. 1988 - 1990
Skills
Market Research, Press Releases, Corporate Communications, Copy Editing, Newsletters, Blogging, Editing, Journalism, Marketing Communications, Social Media, Competitive Analysis, Content Development, Research, Marketing Strategy, Public Relations, Investigative Reporting, Proofreading, Editorial, Management
Education
McMurry University 1985 — 1989
BMu, music, religion, education
JMI Equity August 2014 - Present
OTR Global July 2013 - July 2014
Student Managed Investment Fund September 2012 - May 2013
Nomura Securities June 2012 - September 2012
Merrill Lynch May 2011 - August 2011
Skills
Accounting, Bloomberg Terminal, Economics, Valuation, Microsoft Office, Wealth Management, Bloomberg, Microsoft Excel, Data Analysis, Market Research, Microsoft Word, Securities, Financial Services, FINRA, Financial Accounting
Education
Fordham University 2009 — 2013
Bachelor's degree, Finance, 3.5
Trinity Catholic High School 2005 — 2009
Goldman Sachs June 2015 - August 2015
Tuck School of Business May 2014 - September 2014
OTR Global December 2013 - March 2014
The Dartmouth, Inc. September 2012 - September 2013
NextGenJournal.com June 2012 - October 2012
Yankee Institute for Public Policy June 2012 - August 2012
Skills
Social Media, New Media, Microsoft Excel, Online Research, Quantitative Research, Public Policy, Tax Policy, Statistical Software, Google Analytics, Politics, Press Releases, Social Media Marketing, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Teamwork, Leadership
Education
Dartmouth College 2012 — 2016
Bachelor's Degree, Economics
University of Oxford
Economics
Loudoun County Academy of Science 2008 — 2012
Advanced Diploma
Heritage High School 2008 — 2012
High School
OTR Global September 2009 - October 2011
Thomson Reuters September 2008 - July 2009
Reuters America August 2006 - September 2008
WR Hambrecht + Co January 2004 - February 2006
SoundView Technology Group August 1996 - January 2004
Gartner June 1987 - August 1996
Education
Columbia University in the City of New York 1983 — 1987
AB, Computer Science
Doctorsoft 2009 - Present
OTR Global 2006 - 2009
Self Employed 2005 - 2006
Catholic Healthcare West 1999 - 2004
UniHealth 1995 - 1999
Sequent Computer Systems 1990 - 1995
Skills
Cloud Computing, SaaS, Strategic Partnerships, Program Management, Start-ups, Professional Services, Competitive Analysis, Business Development, Enterprise Software, HTML, Copywriting, Mobile Devices, Corporate Communications, Interviews, Editing, Magazines, Blogging, Product Marketing, Writing, Public Relations, Strategic Planning, Leadership Development, Media Relations, Microsoft Word, Business Strategy
Education
Northwestern University
BS
The Prairie School
The Prairie School
The Prairie School
The Prairie School
Blue Heron Research Partners March 2012 - Present
OTR Global September 2006 - April 2010
Covance June 2000 - June 2006
Tony La Russa's Animal Rescue Foundation July 1999 - June 2000
St. Vincent Medical Center July 1998 - July 1999
Skills
Medical Writing, Market Research, Oncology, Corporate Communications, Newsletters, Healthcare Reimbursement, Marketing Research, Contractors, Investment Research, Interviews, Telephone Interviewing, Medical Coding, Medical Terminology, Lifesciences, Gerontology, Entrepreneurship, Report Writing, Biotechnology, Qualitative Research, Research, Competitive Intelligence, Health Economics, Data Analysis, Primary Research, Life Sciences, Management, Strategic Planning
Education
University of California, Los Angeles 1996 — 1998
MSW, Gerontology, Public Policy
San Diego State University-California State University 1992 — 1996
BA, Psychology
Remedy Partners March 2015 - Present
OTR Global November 2010 - March 2015
Siemens Healthcare Diagnostics April 2007 - November 2010
Russell Reynolds Associates March 2006 - April 2007
Premcor Refining 2004 - 2006
Instinet Incorporated January 2000 - December 2003
Instinet Incorporated April 1994 - December 1999
Instinet Incorporated March 1991 - April 1994
Smith Barney Brokerage Firm January 1989 - March 1991
Arthur Andersen & Co. September 1987 - January 1989
Skills
Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Analysis, Forecasting, Risk Management, Accounting, Managerial Finance, Process Improvement, Variance Analysis, Financial Modeling, Internal Controls, Hyperion Enterprise, SAP, General Ledger, Hyperion
Education
Iona College 1983 — 1987
Bachelor of Business Administration (BBA), Public Accounting
Kentucky Horse Council April 2014 - Present
Clean Team January 2009 - January 2014
OTR Global January 2009 - August 2010
Missouri Department of Labor and Industrial Relations November 2007 - January 2009
University of Missouri-Columbia August 2006 - November 2007
Missouri Chamber of Commerce and Industry 2004 - 2006
Missouri Secretary of State January 2002 - March 2004
Skills
Public Policy, Press Releases, Government, Public Relations, Legislative Relations, Research, State Government, Journalism, Media Relations, Blogging, Newsletters, Social Media, Copywriting, Politics, Strategic Communications, Public Speaking, Social Media Marketing, Social Networking, Policy Analysis, Marketing Strategy
Education
University of Missouri-Columbia 1997 — 2001
BA, English, Communications
OTR Global March 2003 - Present
Big Y Foods 1997 - 2003
Skills
Business Development, Recruitment, Training & Development, Market Research, Sales, Recruiting, Team Building, Customer Service, Employee Training, Project Management, Strategic Planning
Education
Cambridge College 1998 — 2002
MM, Management
OTR Global April 2004 - Present
Pillette Investment Management June 1998 - March 2004
Skills
Journalism, Editing, Market Research, Research, Editorial, Proofreading, Social Media, Web Content, Copy Editing, Newsletters, News Writing, Press Releases, Content Development, Copywriting, Corporate Communications, Newspapers, Content Management
Education
University of California, Berkeley
Bachelor of Arts (B.A.), English Language and Literature, General
OTR Global 2002 - Present
The Snobette April 2013 - Present
NY Gothams Youth Baseball March 2012 - Present
Highsnobette August 2006 - March 2013
Skills
Blogging, Copywriting, Journalism, Editorial, Social Media Marketing, Photoshop, Editing, New Media, Social Media, Photography, Public Relations, Press Releases, Advertising, Digital Media, Content Strategy, Magazines, Copy Editing, Creative Writing, Media Relations, Creative Direction, Web Content, Marketing Communications, Newspapers, Publishing, Content Development, Marketing, WordPress, Fashion, Social Networking, Online Marketing, Content Management, Newsletters, Corporate Communications, Facebook, Feature Articles, Publicity, Video Production, Online Advertising, Proofreading, News Writing, Television, SEO, Video, Strategic Communications, SEO copywriting, Online Journalism, Online Publishing
Education
University of Florida
OTR Global September 2014 - Present
OTR Global September 2012 - September 2014
OTR Global May 2007 - September 2012
OTR Global March 2008 - November 2010
OTR Global January 2001 - May 2007
Skills
Market Research, Competitive Analysis, Marketing Strategy, Business Development, Corporate Communications, Social Media, Research, Strategic Planning, Public Speaking, Marketing, Marketing Communications, Editing, Newsletters, Project Management, Team Building, Series 7, Management
Education
Carroll College 1997 — 2001
Bachelor of Science, Communications, Business
RecruitiFi April 2015 - Present
OTR Global December 2014 - Present
FogLax April 2014 - Present
G5J Consulting October 2011 - Present
LRN June 2013 - December 2014
Trilogy Lacrosse October 2011 - August 2013
Leadership Research Institute September 2009 - October 2011
Corporate Executive Board October 2006 - November 2008
Legg Mason May 2005 - May 2006
Skills
New Business Development, Organizational..., Leadership Development, Product Management, Management Consulting, Salesforce.com, Business Development, Business Strategy, Sales, Lead Generation, Social Media, SaaS, Strategic Planning, Marketing, Project Management, Contract Negotiation, Change Management, Financial Services, Strategy, Sales Management, Marketing Communications, Go-to-market Strategy, Start-up Consulting, Sales Process, Team Management, Start-ups, Strategic Partnerships, Executive Management, Leadership, Program Management, Management, CRM, Consulting, Competitive Analysis, Marketing Strategy
Education
Salisbury University 1999 — 2003
Bachelor of Arts, Business Management / Political Science
Fox Lane High School
Marmion Abbey/Academy August 2015 - Present
OTR Global November 2013 - August 2015
St. Mary's School Sycamore August 2008 - January 2013
OTA/Off The Record Research 1997 - 2010
Dun & Bradstreet 1993 - 1995
Memorial Hospital 1991 - 1992
Skills
Market Research, Customer Service, Marketing Communications, Project Management, Verbal & Written..., Industry Research, Presenter, Research, Marketing, Business Strategy, Financial Analysis, Financial Market..., Teaching, Public Speaking, Nonprofits, Fundraising, Sales, Analysis, Strategic Planning, Time Management, Leadership, Management
Education
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
Bachelor of Science (B.S.), Marketing
Northern Illinois University 1991 — 1993
Master of Business Administration (MBA), Marketing
Oswego High School
Business Sense for Entrepreneurs January 2014 - Present
Women's Initiative for Self-Employment March 2009 - April 2014
OTR Global 2006 - January 2012
San Francisco State University 2005 - 2008
Compass Technology Group 2000 - 2004
BusinessWeek Magazine 1972 - 1984
Skills
Strategy, Start-ups, Entrepreneurship, Investments, Financial Analysis, Business Planning, Private Equity, Business Development, Asset Management, Equities, Analysis, Competitive Analysis, Portfolio Management, Business Analysis, Research, Corporate Finance
Education
Bryn Mawr College
AB, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
UBS Financial Services June 2010 - Present
OTR Global October 2005 - June 2010
PricewaterhouseCoopers 2002 - 2005
Education
Penn State University 1997 — 2001
BS, Finance and International Business
Blueshift Research 2009 - Present
OTR Global 1995 - 2003
Union County JTPA October 1993 - July 1995
Skills
Copy Editing, Editing, Editorial, Proofreading, Journalism, Research, Content Development, Publications, Publishing, Writing, Online Publishing
Education
University of Minnesota-Morris 1990 — 1993
BA, English
OTR Global March 2003 - Present
OTR Global February 2003 - Present
Big Y Foods, Inc. August 1997 - February 2003
Education
Cambridge College 1999 — 2002
Masters Business Management
OTR Global July 2014 - Present
OTR Global March 1999 - July 2014
Skills
Press Releases, Journalism, Market Research, Corporate Communications, Newsletters, Copy Editing, Editing, Social Media, Research
Education
The University of New Mexico - Robert O. Anderson School of Management 1987 — 1991
BBA, Human Resources
OTR Global 2009 - Present
Vista Research September 2004 - July 2009
iAmplify September 2004 - August 2005
Tallan 2000 - 2001
Skills
Architecture, SQL, Agile Methodologies, Information Architecture, Linux, Unix, Knowledge Management, Analytics, Microsoft SQL Server, Project Management, Software Project..., Business Strategy, Business Development, Perl, Integration, Databases, Software Development, Equities, SOA, Business Intelligence, Product Management, SaaS
Education
Amherst College 1995 — 1999
BA, Computer Science
OTR Global August 2015 - Present
Skills
Journalism, News Writing, Content Management, Relationship Management, Qualitative Research, Integrated Marketing, Supervisory Skills, Market Research, Competitive Analysis, Homebuilders, Construction, Strategy, Corporate Communications, University Teaching, Team Building, Project Delivery, Project Management
Education
Colorado State University
Master of Science
OTR Global May 2001 - Present
Jacobs Engineering 1992 - 1997
Hughes Aircraft 1987 - 1991
Education
Loyola Marymount University
Bachelor of Business Administration (B.B.A.), Finance
OTR Global 2007 - Present
The Greenville News 2005 - 2007
Marietta Daily Journal 2003 - 2004
Atlanta Journal Constitution 2001 - 2004
Black Entertainment Television (BET) 1995 - 1999
Skills
Fashion, Editorial, Blogging, Journalism, Copy Editing, Press Releases, Copywriting
Education
Howard University
BA
OTR Global September 2012 - Present
Wellington Management April 2001 - September 2012
Wellington Management 1996 - 2001
State Street Bank 1993 - 1996
Education
Bridgewater State College
OTR Global June 2010 - Present
McNicoll, Lewis & Vlak March 2010 - June 2010
MKM Partners January 2008 - September 2009
Westchester County May 2007 - August 2007
Stewart Title May 2007 - August 2007
Skills
Research, Asset Managment, Bloomberg, Investments, Series 7, Asset Management, Trading, Business Development, Portfolio Management, Equities
Education
Iona College 2005 — 2008
Bachelor’s Degree, Political Science / Public Policy
Horace Greeley High School 1990 — 2010
High School
CIFC Asset Management July 2015 - Present
OTR Global March 2011 - July 2015
OTR Global August 2009 - September 2009
M.D. Witter Investments June 2009 - August 2009
Skills
Valuation, Financial Modeling, Investment Banking, Due Diligence, Corporate Finance, Financial Analysis, Strategy, Economics, Data Analysis, Market Research, Competitive Analysis, Financial Services, Mergers & Acquisitions, Analysis, Business Strategy, Hedge Funds, Corporate Development
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2010
Business Bridge Program
Dartmouth College 2006 — 2010
B.A., Economics & Psychological and Brain Sciences
Stuyvesant High School 2006 — 2010
Freelance Journalist May 2015 - Present
Inside Radio May 2007 - May 2015
OTR Global February 2004 - May 2007
Inside Radio 2001 - May 2007
Media Post/Media Daily News September 2002 - March 2003
Billboard January 1998 - April 2001
Radio & Television Business Report June 1995 - December 1997
Skills
New Media, Broadcast, Radio Broadcasting, Journalism, Television, Media Relations, Radio, Copywriting, News Writing, Radio Producing, Advertising, Social Media Marketing, Broadcast Television, Management, Digital Strategy, Digital Marketing, Radio Host, Digital Media, Public Relations, Radio Advertising, Broadcast Journalism, Strategic Partnerships, Producing
Education
University at Buffalo
Bachelor of Arts (B.A.), Political Science and Communication (double major)
Ernst & Young September 2012 - Present
Ernst & Young June 2011 - August 2011
OTR Global June 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Analysis, Competitive Analysis, Financial Modeling, Financial Reporting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Helion Productions June 1994 - Present
OTR Global 1995 - July 2015
Brillant Studios 1990 - 1995
Henson International TV 1982 - 1984
Sesame Workshop 1979 - 1981
Skills
Due Diligence, Business Strategy, Finance, Valuation, Venture Capital, Market Analysis, Investments, Corporate Finance, Start-ups, Analysis, Management Consulting, Business Development, Hedge Funds, Mergers, Strategy, Project Management, Financial Modeling, Entrepreneurship, Strategic Planning, Social Media, Management, Private Equity
Education
Yale University - Yale School of Management 1976 — 1978
Master of Business Administration (MBA), Finance
Georgetown University 1970 — 1974
BS, Accounting
Dwight Englewood 1964 — 1970
Freelance September 2013 - Present
Blueshift September 2013 - Present
Deutsche Telekom September 2012 - September 2013
OTR Global February 2002 - December 2011
CNSNews.com 2002 - 2007
M6 METROPOLE TELEVISION 1990 - 1999
La 5 TV 1988 - 1989
WTN, now APTN 1981 - 1987
Skills
Writing, In-depth knowledge of..., Interviewing, Presentations, News Writing, Telecommunications, Smartphones, Mobile Communications, Mobile Platforms, Mobile, Wireless, Competitive Analysis, Mobile Applications, Market Research, Marketing Communications, Mobile Devices, Entrepreneurship, Interviews, Business Development, New Media, Journalism, French, Press Releases, Content Development, Copywriting, Business Journalism, Editing, Web Content, Editorial, Online Journalism, Copy Editing, Creative Writing, Media Relations, Storytelling, Investigative Reporting, Strategy, Corporate Communications
Education
New York Institute of Technology-Old Westbury
M.A.
University of Colorado Boulder
B.A.
Prudential Financial January 2013 - Present
J.P. Morgan Hedge Fund Services May 2012 - January 2013
OTR Global March 2012 - May 2012
U.S. Commodity Futures Trading Commission July 2009 - August 2011
Achilles International July 2007 - May 2010
Skills
Trading Operations, CSS, Derivatives, Python, Bigdough, Equity Research, Market Research, Legal Research, CaseMap, Accounting, Financial Analysis, Commodities, Account Reconciliation, Bloomberg, Equities, Fixed Income, Margin, Futures
Education
Columbia College (NY) 2008 — 2012
Bachelor of Arts
Fordham Preparatory School 2004 — 2008
HS Degree
Putnam Investments July 2011 - Present
Dartmouth College September 2010 - July 2011
MKM Partners June 2010 - September 2010
OTR Global March 2010 - June 2010
Kaplan Test Prep and Admissions March 2010 - June 2010
Kaplan Test Prep and Admissions January 2007 - March 2010
Skills
Stata
Education
Dartmouth College 2007 — 2011
Sociology modified with Economics; English
Trinity College Dublin 2009 — 2009
English Literature
Hunter College High School
New York University School of Continuing and Professional Studies
Analysis, Financial Risk Management; Behavioral Economics and Finance Theory
OTR Global 2000 - 2010
Education
Northern Illinois University 1996 — 2000
Masters, MBA
Northern Illinois University 1990 — 1995
BS, Mechanical Engineering
OTR Global June 2015 - Present
Duke Office of Information Technology April 2013 - Present
Evalueserve January 2015 - April 2015
Connotate May 2014 - July 2014
Hazlet Pharmacy September 2010 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Data Analysis, Matlab
Education
Duke University 2012 — 2016
Bachelor of Science (BS), Mechanical Engineering
The Trout Group 2012 - Present
OTR Global 2010 - 2012
Canaccord Adams 2009 - 2010
Balyasny Asset Management L.P. 2008 - 2009
Fidelity Investments 2004 - 2008
Education
Harvard University
B.A., Government
Belmont Hill
OTR Global June 2013 - December 2014
Avatar Securities, LLC December 2011 - March 2013
TD Ameritrade April 2000 - September 2010
Morgan Stanley 1997 - 1999
Skills
Asset Allocation, Portfolio Management, Equity Trading, Asset Management, Equities, Securities, Wealth Management
Education
University of Nevada-Las Vegas
BS, Finance
OTR Global March 2013 - Present
MKM Partners 2012 - 2013
Gleacher & Company 2008 - 2011
American Technology Research (acquired by Gleacher) 2006 - 2008
Merrill Lynch 2002 - 2005
GLG Partners 2001 - 2002
Merrill Lynch 1989 - 2001
Skills
Valuation, Equity Research, Hedge Funds, Management, Equities, Financial Modeling, Bloomberg, Investments, Trading, Research, Capital Markets, Alternative Investments, Analysis, Asset Management, Investment Banking
Education
Columbia Business School
Master of Business Administration (MBA)
Yale University
Bachelor of Science (BS), Applied Mathematics
Monashee Investment Management August 2014 - Present
Bank of America Merrill Lynch July 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
OTR Global January 2011 - March 2011
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Economics
MICDS 1994 — 2008
OTR Global July 2014 - Present
CapRok Capital March 2010 - July 2014
Kevin Dann & Partners November 2008 - March 2010
Credit Suisse June 2002 - October 2008
Lehman Brothers 1995 - 2000
Skills
Fixed Income, Capital Markets, Alternative Investments, Structured Products, Financial Structuring, Investments, Derivatives, Securities, Structured Finance, Valuation, Asset Management, Bloomberg, Portfolio Management, Credit Derivatives, Financial Modeling, Bonds
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
Master of Business Administration (MBA)
Babson College 1991 — 1995
Loomis Chaffee 1987 — 1991
OTR Global June 2001 - Present
Schwab Soundview Capital Markets May 1989 - April 2001
Prescott Ball & Turben April 1986 - May 1989
Furman Selz Mager Dietz & Birney September 1983 - April 1986
Education
Boston College 1979 — 1983
Bachelor of Arts (BA), Economics/Political Science