Patak Trading Partners, LLC
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Patak Trading Partners, LLC Employees
Employee
Years
Job
Industry
Don Zhongyuan Fang Don Zhongyuan Fang's Patak Trading Partners, LLC Experience September 2011 - November 2011
Job Global Markets Summer Analyst (Oil&Gas) at Nomura; Equity Research Analyst at Express Mgmt
Industry Oil & Energy
Experience
Nomura June 2015 - Present
Express Mgmt Holdings,LLC October 2014 - Present
Center on Global Energy Policy, Columbia University September 2014 - Present
China National Offshore Oil Co(CNOOC)., Ltd July 2014 - August 2014
Risen Energy Co., Ltd. June 2014 - July 2014
Quant Asset Management (HoHF) January 2014 - June 2014
University of Michigan Ross School of Business July 2012 - January 2014
Caitlin John, LLC February 2013 - September 2013
Patak Trading Partners, LLC September 2011 - November 2011
OCBC Bank July 2011 - August 2011
Skills
Microsoft Excel, Economics, Finance, Investments, Data Analysis, Research, Access, Matlab, C++, Statistics, Strategic Planning, Portfolio Management, Financial Analysis, Financial Modeling, VBA, Oil & Gas, Renewable Energy, Bloomberg Terminal, Project Finance
Education
Columbia University in the City of New York 2014 — 2016
Master's Degree, Energy
University of Michigan 2010 — 2013
B.S., Economics & Financial Math, GPA 3.7/4.0 & Major GPA 3.8/4.0
UC Berkeley 2011 — 2011
Business Administration, Management and Operations
Nomura June 2015 - Present
Express Mgmt Holdings,LLC October 2014 - Present
Center on Global Energy Policy, Columbia University September 2014 - Present
China National Offshore Oil Co(CNOOC)., Ltd July 2014 - August 2014
Risen Energy Co., Ltd. June 2014 - July 2014
Quant Asset Management (HoHF) January 2014 - June 2014
University of Michigan Ross School of Business July 2012 - January 2014
Caitlin John, LLC February 2013 - September 2013
Patak Trading Partners, LLC September 2011 - November 2011
OCBC Bank July 2011 - August 2011
Skills
Microsoft Excel, Economics, Finance, Investments, Data Analysis, Research, Access, Matlab, C++, Statistics, Strategic Planning, Portfolio Management, Financial Analysis, Financial Modeling, VBA, Oil & Gas, Renewable Energy, Bloomberg Terminal, Project Finance
Education
Columbia University in the City of New York 2014 — 2016
Master's Degree, Energy
University of Michigan 2010 — 2013
B.S., Economics & Financial Math, GPA 3.7/4.0 & Major GPA 3.8/4.0
UC Berkeley 2011 — 2011
Business Administration, Management and Operations
Jingwei Ho Jingwei Ho's Patak Trading Partners, LLC Experience March 2011 - June 2011
Job Financial Control
Industry Financial Services
Experience
Trinity Baptist Church January 2014 - June 2014
Standard Motor Products June 2013 - February 2014
Redeemer Presbyterian Church May 2012 - April 2013
Patak Trading Partners, LLC March 2011 - June 2011
Arkansas Tech University June 2009 - August 2009
Chartwells (Higher Education Division) February 2007 - August 2007
Skills
Trading, Interpersonal..., Communication Skills, Leadership, Teamwork, Microsoft Office, Marketing Strategy, Marketing Research, Web Design, SQL, Economic Data Analysis, Accounts Payable, Account Reconciliation, Vendor Management, Inventory Management, Language Teaching, Financial Markets, International..., Operations Management, Finance, Financial Analysis, Time Management, Access, SAS, Global Human Resources..., SAP, Microsoft Excel, E-commerce, Pricing Strategy, Bloomberg, Data Analysis, Accounting
Education
Pace University 2011 — 2013
MBA, International Business, 3.33
Arkansas Tech University 2006 — 2011
Bachelor of Business Administration (BBA), Economics and Finance
Arkansas Tech University 2006 — 2011
Associate's degree, Information Technology
Trinity Baptist Church January 2014 - June 2014
Standard Motor Products June 2013 - February 2014
Redeemer Presbyterian Church May 2012 - April 2013
Patak Trading Partners, LLC March 2011 - June 2011
Arkansas Tech University June 2009 - August 2009
Chartwells (Higher Education Division) February 2007 - August 2007
Skills
Trading, Interpersonal..., Communication Skills, Leadership, Teamwork, Microsoft Office, Marketing Strategy, Marketing Research, Web Design, SQL, Economic Data Analysis, Accounts Payable, Account Reconciliation, Vendor Management, Inventory Management, Language Teaching, Financial Markets, International..., Operations Management, Finance, Financial Analysis, Time Management, Access, SAS, Global Human Resources..., SAP, Microsoft Excel, E-commerce, Pricing Strategy, Bloomberg, Data Analysis, Accounting
Education
Pace University 2011 — 2013
MBA, International Business, 3.33
Arkansas Tech University 2006 — 2011
Bachelor of Business Administration (BBA), Economics and Finance
Arkansas Tech University 2006 — 2011
Associate's degree, Information Technology
Jonathan Hoxter Jonathan Hoxter's Patak Trading Partners, LLC Experience January 2011 - April 2011
Job Field Auditor for the Comptroller of the State of Maryland
Industry Banking
Experience
Comptroller of Maryland October 2014 - Present
American Spirit Federal Credit Union March 2014 - Present
Higher Learning English August 2013 - January 2014
Urban Youth Initiative Project Inc. January 2013 - January 2014
Bank of America June 2012 - March 2013
WSFS Bank June 2011 - July 2012
Patak Trading Partners, LLC January 2011 - April 2011
ConnectU Computers August 2006 - January 2011
Skills
Equity Trading, Cultural Awareness, Risk Management, Web Development, Credit Analysis, Microsoft Office, Trading Strategies, Trading, Portfolio Management, Bloomberg, Investments, Asset Managment, Electronic Trading, Hedging, Bonds, Financial Modeling, Trading Systems, Hedge Funds, Capital Markets, Valuation, Retail Banking, Commercial Banking, Credit Risk, Credit Cards, Lines Of Credit, Medicine, Teaching Adults, Teaching English as a..., Agriculture
Education
University of Delaware 2008 — 2012
BS, Finance
Comptroller of Maryland October 2014 - Present
American Spirit Federal Credit Union March 2014 - Present
Higher Learning English August 2013 - January 2014
Urban Youth Initiative Project Inc. January 2013 - January 2014
Bank of America June 2012 - March 2013
WSFS Bank June 2011 - July 2012
Patak Trading Partners, LLC January 2011 - April 2011
ConnectU Computers August 2006 - January 2011
Skills
Equity Trading, Cultural Awareness, Risk Management, Web Development, Credit Analysis, Microsoft Office, Trading Strategies, Trading, Portfolio Management, Bloomberg, Investments, Asset Managment, Electronic Trading, Hedging, Bonds, Financial Modeling, Trading Systems, Hedge Funds, Capital Markets, Valuation, Retail Banking, Commercial Banking, Credit Risk, Credit Cards, Lines Of Credit, Medicine, Teaching Adults, Teaching English as a..., Agriculture
Education
University of Delaware 2008 — 2012
BS, Finance
Nathan Cowan Nathan Cowan's Patak Trading Partners, LLC Experience May 2009 - August 2009
Job Data Scientist at Data Samurai
Industry Management Consulting
Experience
Data Samurai October 2014 - Present
WyzAnt Tutoring March 2014 - October 2014
Lehigh University August 2011 - August 2012
Patak Trading Partners, LLC May 2009 - August 2009
Purdue University Athletics Department August 2007 - August 2009
Skills
Data Analysis, Microsoft Excel, Tableau, Paxata, Alteryx, Statistics, Stata, Predictive Analytics, SAS, VBA, SQL, Marketing, Valuation, SAS Macros, Microsoft Office, Data Modeling, CAPM, Statistical Modeling, Differential Equations, T4, Economics, Analytics, Quantitative Analytics, PowerPoint, Matlab, Time Series Analysis, Econometrics, Financial Modeling, Quantitative Finance, Linear Regression, Market Research, Options, Portfolio Management, Macroeconomics, Research
Education
Lehigh University - College of Business and Economics 2011 — 2012
Master of Science (M.S.), Economics, 3.7
Purdue University - Krannert School of Management 2006 — 2010
Bachelor of Science (BS), Economics, 3.0
Data Samurai October 2014 - Present
WyzAnt Tutoring March 2014 - October 2014
Lehigh University August 2011 - August 2012
Patak Trading Partners, LLC May 2009 - August 2009
Purdue University Athletics Department August 2007 - August 2009
Skills
Data Analysis, Microsoft Excel, Tableau, Paxata, Alteryx, Statistics, Stata, Predictive Analytics, SAS, VBA, SQL, Marketing, Valuation, SAS Macros, Microsoft Office, Data Modeling, CAPM, Statistical Modeling, Differential Equations, T4, Economics, Analytics, Quantitative Analytics, PowerPoint, Matlab, Time Series Analysis, Econometrics, Financial Modeling, Quantitative Finance, Linear Regression, Market Research, Options, Portfolio Management, Macroeconomics, Research
Education
Lehigh University - College of Business and Economics 2011 — 2012
Master of Science (M.S.), Economics, 3.7
Purdue University - Krannert School of Management 2006 — 2010
Bachelor of Science (BS), Economics, 3.0
Akhil Bhargava,CFA,ACA Akhil Bhargava,CFA,ACA's Patak Trading Partners, LLC Experience November 2011 - June 2012
Job Equity Analyst at Capital One
Industry Financial Services
Experience
Capital One Asset Management September 2014 - Present
Capital One August 2012 - September 2014
Patak Trading Partners, LLC November 2011 - June 2012
Henry B. Tippie School of Management August 2010 - June 2012
PwC Consulting May 2011 - August 2011
Globe Capital Market Limited May 2008 - May 2010
Deloitte December 2007 - April 2008
KPMG August 2007 - December 2007
Sanjeev S Gupta and Associates January 2006 - September 2007
Vaish and Associates 2004 - 2005
Skills
Derivatives, Equities, Capital Markets, Trading, Investment Management, Valuation, Variance Analysis, SAP, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Financial Risk, Fund Accounting, Fund Administration, Fundamental Analysis, Technical Analysis, Indian Taxation, Cost Accounting, IFRS, US GAAP, SOX Compliancy, Analysis, Corporate Finance, Due Diligence, Investment Banking, Portfolio Management, Mergers & Acquisitions, Economics
Education
AICPA 2013 — 2014
Accounting and Finance
University of Iowa - Henry B. Tippie College of Business 2010 — 2012
Master of Business Administration (M.B.A.), Investment Management, 3.75/4
CFA Institute 2008 — 2010
CFA, Applied finance, Portfolio Management, Valuation
National Institute of Securities Markets 2009 — 2009
Dealer, Certified Dealer in equity, derivative and currency market in India
Institute of Company Secretaries of India 2005 — 2009
ACS, Corporate Law, Capital Market Regulations
The Institute of Chartered Accountants of India 2003 — 2007
ACA, Accounts, Taxation, Financial Management
Delhi University 2001 — 2004
B.Com (H), Accounts, Taxation, Financial Management
Capital One Asset Management September 2014 - Present
Capital One August 2012 - September 2014
Patak Trading Partners, LLC November 2011 - June 2012
Henry B. Tippie School of Management August 2010 - June 2012
PwC Consulting May 2011 - August 2011
Globe Capital Market Limited May 2008 - May 2010
Deloitte December 2007 - April 2008
KPMG August 2007 - December 2007
Sanjeev S Gupta and Associates January 2006 - September 2007
Vaish and Associates 2004 - 2005
Skills
Derivatives, Equities, Capital Markets, Trading, Investment Management, Valuation, Variance Analysis, SAP, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Financial Risk, Fund Accounting, Fund Administration, Fundamental Analysis, Technical Analysis, Indian Taxation, Cost Accounting, IFRS, US GAAP, SOX Compliancy, Analysis, Corporate Finance, Due Diligence, Investment Banking, Portfolio Management, Mergers & Acquisitions, Economics
Education
AICPA 2013 — 2014
Accounting and Finance
University of Iowa - Henry B. Tippie College of Business 2010 — 2012
Master of Business Administration (M.B.A.), Investment Management, 3.75/4
CFA Institute 2008 — 2010
CFA, Applied finance, Portfolio Management, Valuation
National Institute of Securities Markets 2009 — 2009
Dealer, Certified Dealer in equity, derivative and currency market in India
Institute of Company Secretaries of India 2005 — 2009
ACS, Corporate Law, Capital Market Regulations
The Institute of Chartered Accountants of India 2003 — 2007
ACA, Accounts, Taxation, Financial Management
Delhi University 2001 — 2004
B.Com (H), Accounts, Taxation, Financial Management
He Yan He Yan's Patak Trading Partners, LLC Experience January 2012 - March 2012
Job Technology Analyst at Bank of America
Industry Financial Services
Experience
Bank of America June 2014 - Present
PNC October 2013 - May 2014
Bank of America June 2013 - August 2013
University of Delaware June 2011 - June 2013
Patak Trading Partners, LLC January 2012 - March 2012
China Development Bank December 2009 - February 2010
Skills
SAS programming, Access, Economics, Finance, Bloomberg, Quantitative Analytics, Leadership, Derivatives, Analytics, Stata, R, VBA, SAS, Eviews, Statistical Modeling, Microsoft Excel, SQL, Statistics, Data Analysis
Education
University of Delaware 2012 — 2014
MS Statistics, Statistics
University of Delaware 2010 — 2012
Master of Science, Finance
University of International Business and Economics 2006 — 2010
Bachelor of Science, Economics and International Trade
Bank of America June 2014 - Present
PNC October 2013 - May 2014
Bank of America June 2013 - August 2013
University of Delaware June 2011 - June 2013
Patak Trading Partners, LLC January 2012 - March 2012
China Development Bank December 2009 - February 2010
Skills
SAS programming, Access, Economics, Finance, Bloomberg, Quantitative Analytics, Leadership, Derivatives, Analytics, Stata, R, VBA, SAS, Eviews, Statistical Modeling, Microsoft Excel, SQL, Statistics, Data Analysis
Education
University of Delaware 2012 — 2014
MS Statistics, Statistics
University of Delaware 2010 — 2012
Master of Science, Finance
University of International Business and Economics 2006 — 2010
Bachelor of Science, Economics and International Trade
Kevin Pham's Patak Trading Partners, LLC Experience February 2013 - April 2014
Job Operations Specialist
Industry Consumer Services
Experience
Magic, Inc March 2015 - Present
Turritopsis Capital Management, LLC June 2014 - March 2015
Patak Trading Partners, LLC February 2013 - April 2014
Pershing LLC, A Bank of New York Mellon Company September 2012 - January 2013
BNY Mellon June 2011 - August 2011
Skills
Electronic Trading, Technical Analysis, VBA, Statistical Analysis, Financial Analysis, Microsoft Office, Microsoft Excel, Visual Studio, Project Management, Quantitative Investing
Education
University of Central Florida 2010 — 2012
Bachelor of Arts, Economics, Statistics
Florida Atlantic University 2008 — 2010
Magic, Inc March 2015 - Present
Turritopsis Capital Management, LLC June 2014 - March 2015
Patak Trading Partners, LLC February 2013 - April 2014
Pershing LLC, A Bank of New York Mellon Company September 2012 - January 2013
BNY Mellon June 2011 - August 2011
Skills
Electronic Trading, Technical Analysis, VBA, Statistical Analysis, Financial Analysis, Microsoft Office, Microsoft Excel, Visual Studio, Project Management, Quantitative Investing
Education
University of Central Florida 2010 — 2012
Bachelor of Arts, Economics, Statistics
Florida Atlantic University 2008 — 2010
Melissa Footlick's Patak Trading Partners, LLC Experience 2010 - 2012
Job Strategy and Operations
Industry Financial Services
Experience
TopstepTrader 2012 - Present
Patak Trading Partners, LLC 2010 - 2012
SAFEHOME 2008 - 2009
University of Kansas - Children's Miracle Network Dance Marathon 2008 - 2009
The Kansas City Zoo 2008 - 2008
Skills
Leadership, Marketing, Training, Leadership Development, Business Strategy, Organizational..., Project Planning, Recruiting, Trading, Options, Electronic Trading, Commodity, Technical Analysis, Financial Markets, Trading Strategies, Advertising, Customer Service, Proprietary Trading, Trading Systems, Research, Equities, Investments, Risk Management, Derivatives, Hedge Funds, Alternative Investments, Financial Risk, Editing, Securities, Time Management, Hedging, Equity Derivatives, PowerPoint, Microsoft Excel, Portfolio Management, Bloomberg, Equity Trading, Strategy, Financial Modeling, Microsoft Office, Valuation, Capital Markets, Asset Management, Financial Analysis, Commodity Markets, Fixed Income, Proposal Writing, FX Options, ETFs, FX trading
Education
University of Kansas 2004 — 2009
Bachelor of Arts, Communication Studies Major, Leadership Studies Minor
TopstepTrader 2012 - Present
Patak Trading Partners, LLC 2010 - 2012
SAFEHOME 2008 - 2009
University of Kansas - Children's Miracle Network Dance Marathon 2008 - 2009
The Kansas City Zoo 2008 - 2008
Skills
Leadership, Marketing, Training, Leadership Development, Business Strategy, Organizational..., Project Planning, Recruiting, Trading, Options, Electronic Trading, Commodity, Technical Analysis, Financial Markets, Trading Strategies, Advertising, Customer Service, Proprietary Trading, Trading Systems, Research, Equities, Investments, Risk Management, Derivatives, Hedge Funds, Alternative Investments, Financial Risk, Editing, Securities, Time Management, Hedging, Equity Derivatives, PowerPoint, Microsoft Excel, Portfolio Management, Bloomberg, Equity Trading, Strategy, Financial Modeling, Microsoft Office, Valuation, Capital Markets, Asset Management, Financial Analysis, Commodity Markets, Fixed Income, Proposal Writing, FX Options, ETFs, FX trading
Education
University of Kansas 2004 — 2009
Bachelor of Arts, Communication Studies Major, Leadership Studies Minor
Michael Velten Michael Velten's Patak Trading Partners, LLC Experience January 2010 - January 2012
Job Account Manager at CDWG
Industry Information Technology and Services
Experience
CDW-G August 2014 - Present
ISN Education, LLC October 2012 - July 2014
Walsh Commercial Hedging Services January 2012 - October 2012
Patak Trading Partners, LLC January 2010 - January 2012
JPMorgan Chase January 2004 - November 2009
BankOne Corporation January 2003 - January 2004
IBM January 2002 - January 2003
CSC Consulting January 1999 - January 2002
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Outlook, Research, English, Windows, Budgets, Accounting, HTML
Education
University of Notre Dame 1995 — 1999
Bachelor of Science (B.S.), Mathematics
DePaul University 2003 — 2007
Master of Science (M.S.), Computer Science
CDW-G August 2014 - Present
ISN Education, LLC October 2012 - July 2014
Walsh Commercial Hedging Services January 2012 - October 2012
Patak Trading Partners, LLC January 2010 - January 2012
JPMorgan Chase January 2004 - November 2009
BankOne Corporation January 2003 - January 2004
IBM January 2002 - January 2003
CSC Consulting January 1999 - January 2002
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Outlook, Research, English, Windows, Budgets, Accounting, HTML
Education
University of Notre Dame 1995 — 1999
Bachelor of Science (B.S.), Mathematics
DePaul University 2003 — 2007
Master of Science (M.S.), Computer Science
Spencer Sundahl's Patak Trading Partners, LLC Experience June 2013 - January 2014
Job VP Leasing at Bank of the Ozarks
Industry Capital Markets
Experience
Bank of the Ozarks June 2015 - Present
Compass Equipment Finance December 2013 - Present
Patak Trading Partners, LLC June 2013 - January 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Data Analysis, Futures Trading
Education
Southern New Hampshire University 2013 — 2015
Master's Degree, Accounting & Finance
Purdue University 2008 — 2011
Bachelor's Degree, Economics & Statistics
Bank of the Ozarks June 2015 - Present
Compass Equipment Finance December 2013 - Present
Patak Trading Partners, LLC June 2013 - January 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Data Analysis, Futures Trading
Education
Southern New Hampshire University 2013 — 2015
Master's Degree, Accounting & Finance
Purdue University 2008 — 2011
Bachelor's Degree, Economics & Statistics
Patrick O'Brien Patrick O'Brien's Patak Trading Partners, LLC Experience April 2010 - June 2010
Job CEO & Founder @ LakeviewLabs.io CEO & Founder @ Ticket Scalpr Former GRPN Sales (Top .1%)
Industry Computer Software
Experience
Ticket Scalpr December 2011 - Present
FullStack Inc June 2014 - June 2015
Startup Institute October 2013 - October 2013
Boost VC October 2012 - February 2013
Gourmet Ads June 2012 - October 2012
The Starter League January 2012 - April 2012
Groupon March 2011 - February 2012
Groupon August 2010 - March 2011
Patak Trading Partners, LLC April 2010 - June 2010
Undie Run January 2010 - June 2010
Skills
Start-ups, E-commerce, Advertising, New Business Development, Marketing Strategy, Entrepreneurship, Entrepreneur, Sales Management, Online Marketing, Salesforce.com, Business Strategy, Online Advertising, Negotiation, Account Management, Sales, Mobile, Social Media, Event Planning, Cold Calling, Product Development, Event Management, Selling, Web Development, Mobile Devices, Ruby on Rails, Strategic Planning, Digital Media, Marketing Management, Team Building, Team Leadership, User Experience, Outsourcing
Education
University of Wisconsin-Madison
BS
The Starter League 2012 — 2012
Ruby on Rails
Macquarie University
Economics
Saint Viator
High School
Ticket Scalpr December 2011 - Present
FullStack Inc June 2014 - June 2015
Startup Institute October 2013 - October 2013
Boost VC October 2012 - February 2013
Gourmet Ads June 2012 - October 2012
The Starter League January 2012 - April 2012
Groupon March 2011 - February 2012
Groupon August 2010 - March 2011
Patak Trading Partners, LLC April 2010 - June 2010
Undie Run January 2010 - June 2010
Skills
Start-ups, E-commerce, Advertising, New Business Development, Marketing Strategy, Entrepreneurship, Entrepreneur, Sales Management, Online Marketing, Salesforce.com, Business Strategy, Online Advertising, Negotiation, Account Management, Sales, Mobile, Social Media, Event Planning, Cold Calling, Product Development, Event Management, Selling, Web Development, Mobile Devices, Ruby on Rails, Strategic Planning, Digital Media, Marketing Management, Team Building, Team Leadership, User Experience, Outsourcing
Education
University of Wisconsin-Madison
BS
The Starter League 2012 — 2012
Ruby on Rails
Macquarie University
Economics
Saint Viator
High School
Andrew Streif Andrew Streif's Patak Trading Partners, LLC Experience January 2011 - April 2011
Job Trade Accounting Analyst at Koch Industries
Industry Oil & Energy
Experience
Koch Supply & Trading June 2015 - Present
Tulane University July 2014 - May 2015
Cortland Capital Market Services LLC February 2013 - June 2014
Roulston Research January 2012 - March 2012
IBM Global Business Services May 2011 - January 2012
Patak Trading Partners, LLC January 2011 - April 2011
Avignon Realty and Mortgage May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Equity Trading, Risk Management, Trading, Investment Research, Technical Analysis, Investments, Options, Accounting, Analysis, Energy, Hyperion Brio, Valuation, Data Analysis
Education
Tulane University - A.B. Freeman School of Business 2014 — 2015
Master of Management in Energy
Online Trading Academy 2012 — 2012
Professional Core Trading Strategies
University of Wisconsin-Madison - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Investment and Banking; Risk Management and Insurance; MHR-Entrepreneurship
Koch Supply & Trading June 2015 - Present
Tulane University July 2014 - May 2015
Cortland Capital Market Services LLC February 2013 - June 2014
Roulston Research January 2012 - March 2012
IBM Global Business Services May 2011 - January 2012
Patak Trading Partners, LLC January 2011 - April 2011
Avignon Realty and Mortgage May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Equity Trading, Risk Management, Trading, Investment Research, Technical Analysis, Investments, Options, Accounting, Analysis, Energy, Hyperion Brio, Valuation, Data Analysis
Education
Tulane University - A.B. Freeman School of Business 2014 — 2015
Master of Management in Energy
Online Trading Academy 2012 — 2012
Professional Core Trading Strategies
University of Wisconsin-Madison - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Investment and Banking; Risk Management and Insurance; MHR-Entrepreneurship
Scott Pluschau Scott Pluschau's Patak Trading Partners, LLC Experience July 2012 - March 2014
Job Citigold Relationship Manager at Citi
Industry Financial Services
Maliha Zuberi Maliha Zuberi's Patak Trading Partners, LLC Experience February 2010 - April 2010
Job Senior Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps January 2015 - Present
Duff & Phelps June 2013 - January 2015
Steve Pomerantz LLC February 2012 - February 2013
Professional Pension Services December 2010 - November 2011
Tutor September 2001 - December 2010
Patak Trading Partners, LLC February 2010 - April 2010
Professional Pension Services September 2006 - July 2008
Skills
Microsoft Excel, Actuarial Science, Writing, Legal Discovery, Data Analysis, Portfolio Management, Access, Quantitative Finance, Microsoft Word, Mac OS, SAS, Economics, Financial Modeling, VBA, Alternative Investments, Statistics, Insurance, Quantitative Analytics, Financial Risk, R, Valuation, Leadership, Analysis, Forecasting, Credit Risk, Options, Capital Markets, Investment Banking, Risk Management, Bloomberg, Financial Analysis, Corporate Finance, Trading, Derivatives, Finance
Education
University of Nebraska-Lincoln 2008 — 2010
MS, Actuarial Science, Minor in Business (Specialization: Finance)
University of California, Irvine 2004 — 2006
BA, Economics
Duff & Phelps January 2015 - Present
Duff & Phelps June 2013 - January 2015
Steve Pomerantz LLC February 2012 - February 2013
Professional Pension Services December 2010 - November 2011
Tutor September 2001 - December 2010
Patak Trading Partners, LLC February 2010 - April 2010
Professional Pension Services September 2006 - July 2008
Skills
Microsoft Excel, Actuarial Science, Writing, Legal Discovery, Data Analysis, Portfolio Management, Access, Quantitative Finance, Microsoft Word, Mac OS, SAS, Economics, Financial Modeling, VBA, Alternative Investments, Statistics, Insurance, Quantitative Analytics, Financial Risk, R, Valuation, Leadership, Analysis, Forecasting, Credit Risk, Options, Capital Markets, Investment Banking, Risk Management, Bloomberg, Financial Analysis, Corporate Finance, Trading, Derivatives, Finance
Education
University of Nebraska-Lincoln 2008 — 2010
MS, Actuarial Science, Minor in Business (Specialization: Finance)
University of California, Irvine 2004 — 2006
BA, Economics
Tianyuan Wang (Tiger) Tianyuan Wang (Tiger)'s Patak Trading Partners, LLC Experience March 2011 - August 2011
Job Trader at PEAK6 Investments LP
Industry Financial Services
Experience
PEAK6 Investments LP June 2013 - Present
PEAK6 Investments LP November 2012 - May 2013
PEAK6 Investments LP February 2012 - November 2012
Wells Fargo August 2011 - February 2012
Cerner Corporation June 2011 - August 2011
Patak Trading Partners, LLC March 2011 - August 2011
Skills
C++, Matlab, SQL, VBA, Trading, Options Pricing, Options Strategies, R, Gauss, Stata, Statistics, Econometrics, Derivatives, Mathematics, Financial Engineering, Stochastic Calculus, Optimization, Quantitative Analysis, Quantitative Finance, Bloomberg, Time Series Analysis, Volatility, Quantitative Analytics, Trading Strategies, Proprietary Trading
Education
University of Illinois at Urbana-Champaign 2010 — 2011
M.S., Financial Engineering
Portland State University 2006 — 2010
B.A., Economics, Mathematics
Jinan University 2005 — 2006
BS, International Trade
PEAK6 Investments LP June 2013 - Present
PEAK6 Investments LP November 2012 - May 2013
PEAK6 Investments LP February 2012 - November 2012
Wells Fargo August 2011 - February 2012
Cerner Corporation June 2011 - August 2011
Patak Trading Partners, LLC March 2011 - August 2011
Skills
C++, Matlab, SQL, VBA, Trading, Options Pricing, Options Strategies, R, Gauss, Stata, Statistics, Econometrics, Derivatives, Mathematics, Financial Engineering, Stochastic Calculus, Optimization, Quantitative Analysis, Quantitative Finance, Bloomberg, Time Series Analysis, Volatility, Quantitative Analytics, Trading Strategies, Proprietary Trading
Education
University of Illinois at Urbana-Champaign 2010 — 2011
M.S., Financial Engineering
Portland State University 2006 — 2010
B.A., Economics, Mathematics
Jinan University 2005 — 2006
BS, International Trade
Troy Lubberts's Patak Trading Partners, LLC Experience April 2015 - Present
Job Proprietary Trader at Patak Trading Partners
Industry Investment Management
Experience
Patak Trading Partners, LLC April 2015 - Present
AMR Capital Trading June 2014 - 2015
Merrill Lynch March 2013 - April 2014
AXA Advisors LLC February 2012 - February 2013
Rochester Institute of Technology May 2010 - May 2012
Top Step Trader December 2011 - 2012
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Corporate Finance, Data Analysis, Economics, Microsoft Excel, Risk Management, Forecasting, PowerPoint, Trading, Asset Management, Series 7, Asset Allocation, Investment Strategies, Mutual Funds, Fixed Income, Wealth Management, Equity Research, Financial Markets, Finance, Investments, Strategy, Valuation, Analysis
Education
Rochester Institute of Technology 2008 — 2010
Finance
Rochester Institute of TechnologyE. Philip Saunders College of Business
Bachelor of Science, Business Administration; Finance
Patak Trading Partners, LLC April 2015 - Present
AMR Capital Trading June 2014 - 2015
Merrill Lynch March 2013 - April 2014
AXA Advisors LLC February 2012 - February 2013
Rochester Institute of Technology May 2010 - May 2012
Top Step Trader December 2011 - 2012
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Corporate Finance, Data Analysis, Economics, Microsoft Excel, Risk Management, Forecasting, PowerPoint, Trading, Asset Management, Series 7, Asset Allocation, Investment Strategies, Mutual Funds, Fixed Income, Wealth Management, Equity Research, Financial Markets, Finance, Investments, Strategy, Valuation, Analysis
Education
Rochester Institute of Technology 2008 — 2010
Finance
Rochester Institute of TechnologyE. Philip Saunders College of Business
Bachelor of Science, Business Administration; Finance
Jeff Stulgis's Patak Trading Partners, LLC Experience September 2012 - Present
Job Audit Associate at KPMG US
Industry Capital Markets
Experience
KPMG US September 2015 - Present
Patak Trading Partners, LLC September 2012 - Present
Self-Employed May 2009 - September 2012
ECHOtrade LLC 2006 - 2009
Spike Trading January 2003 - February 2006
Skills
Trading, Technical Analysis, Equity Trading, Equities, Financial Markets, Trading Strategies, Bloomberg, Options, Currency, Commodity, Derivatives, Proprietary Trading, Hedging, Electronic Trading, Trading Systems
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2015
Master's Degree, Masters of Accounting
University of Notre Dame - Mendoza College of Business 1998 — 2002
BBA, Finance
KPMG US September 2015 - Present
Patak Trading Partners, LLC September 2012 - Present
Self-Employed May 2009 - September 2012
ECHOtrade LLC 2006 - 2009
Spike Trading January 2003 - February 2006
Skills
Trading, Technical Analysis, Equity Trading, Equities, Financial Markets, Trading Strategies, Bloomberg, Options, Currency, Commodity, Derivatives, Proprietary Trading, Hedging, Electronic Trading, Trading Systems
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2015
Master's Degree, Masters of Accounting
University of Notre Dame - Mendoza College of Business 1998 — 2002
BBA, Finance
Yuhi Yanagisawa, CPA's Patak Trading Partners, LLC Experience June 2011 - August 2011
Job Financial Accounting Advisory Services at EY
Industry Financial Services
Experience
EY September 2015 - Present
Deloitte September 2012 - August 2015
Patak Trading Partners, LLC June 2011 - August 2011
IHG - InterContinental Hotels Group June 2010 - August 2010
Skills
Financial Analysis, Financial Accounting, Japanese, English, Mandarin, US GAAP, Entrepreneurship, Team Building, Python, Django, HTML, JavaScript, Microsoft Office, Management Consulting, Teamwork, Auditing, Economics
Education
Purdue University 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance, 3.97/4.00
National Taiwan University 2009 — 2009
Taipei American School 1998 — 2008
EY September 2015 - Present
Deloitte September 2012 - August 2015
Patak Trading Partners, LLC June 2011 - August 2011
IHG - InterContinental Hotels Group June 2010 - August 2010
Skills
Financial Analysis, Financial Accounting, Japanese, English, Mandarin, US GAAP, Entrepreneurship, Team Building, Python, Django, HTML, JavaScript, Microsoft Office, Management Consulting, Teamwork, Auditing, Economics
Education
Purdue University 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance, 3.97/4.00
National Taiwan University 2009 — 2009
Taipei American School 1998 — 2008
yanfei mao's Patak Trading Partners, LLC Experience August 2010 - September 2010
Job University of Illinois Urbana Champaign, MSFE student
Industry Investment Banking
Experience
University of Illinois Urbana Champaign Investment Office January 2015 - May 2015
CITIC Securities January 2014 - June 2014
Shanghai Zhifang Real Estate November 2012 - October 2013
Evalueserve June 2011 - October 2012
Patak Trading Partners, LLC August 2010 - September 2010
Skills
Financial Modeling, C++, Primary Research, Monte Carlo Simulation, Option Pricing Models, Black-Scholes, Technical Analysis, Portfolio Management, Excel Modeling
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master of Science (M.S.), Financial Engineering
New York University 2010 — 2010
California State University-Northridge 2007 — 2010
Bachelor's degree, Finance
Shanghai Foreign Language School (Pu Dong) 2004 — 2006
High School
University of Illinois Urbana Champaign Investment Office January 2015 - May 2015
CITIC Securities January 2014 - June 2014
Shanghai Zhifang Real Estate November 2012 - October 2013
Evalueserve June 2011 - October 2012
Patak Trading Partners, LLC August 2010 - September 2010
Skills
Financial Modeling, C++, Primary Research, Monte Carlo Simulation, Option Pricing Models, Black-Scholes, Technical Analysis, Portfolio Management, Excel Modeling
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master of Science (M.S.), Financial Engineering
New York University 2010 — 2010
California State University-Northridge 2007 — 2010
Bachelor's degree, Finance
Shanghai Foreign Language School (Pu Dong) 2004 — 2006
High School
Yizhi Zheng's Patak Trading Partners, LLC Experience January 2011 - April 2011
Job Financial Sofeware Developer at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP February 2012 - Present
Moodys Corporation June 2011 - September 2011
Carnegie Mellon University August 2009 - May 2011
Patak Trading Partners, LLC January 2011 - April 2011
Hangzhou KunTian Automation Co., Ltd February 2009 - May 2009
University of Washington July 2008 - August 2008
Zhejiang Xinjiari Travel Inc July 2007 - September 2007
Skills
C++, Optimization, GAMS, Matlab, Java, R, Algorithms, Programming, Statistics, Financial Analysis, C, Mandarin, English, JavaScript, SQL
Education
Carnegie Mellon University 2009 — 2011
Master of Science, Chemical Engineering
Zhejiang University 2005 — 2009
Bachelor of Science, Automation (Control Engineering)
Bloomberg LP February 2012 - Present
Moodys Corporation June 2011 - September 2011
Carnegie Mellon University August 2009 - May 2011
Patak Trading Partners, LLC January 2011 - April 2011
Hangzhou KunTian Automation Co., Ltd February 2009 - May 2009
University of Washington July 2008 - August 2008
Zhejiang Xinjiari Travel Inc July 2007 - September 2007
Skills
C++, Optimization, GAMS, Matlab, Java, R, Algorithms, Programming, Statistics, Financial Analysis, C, Mandarin, English, JavaScript, SQL
Education
Carnegie Mellon University 2009 — 2011
Master of Science, Chemical Engineering
Zhejiang University 2005 — 2009
Bachelor of Science, Automation (Control Engineering)
Heyi Zhong's Patak Trading Partners, LLC Experience July 2011 - Present
Job Trainee at Patak Trading Partners, LLC
Industry Higher Education
Experience
Patak Trading Partners, LLC July 2011 - Present
University of Iowa Hospitals and Clinics August 2008 - July 2011
Skills
Fluent in Mandrain
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
B.B.A, Finance
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Finance, Finance
Patak Trading Partners, LLC July 2011 - Present
University of Iowa Hospitals and Clinics August 2008 - July 2011
Skills
Fluent in Mandrain
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
B.B.A, Finance
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Finance, Finance