Penn State Investment Association
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Penn State Investment Association Employees
Goldman Sachs July 2014 - Present
Penn State Investment Association December 2012 - January 2014
Nittany Lion Fund, LLC. December 2012 - January 2014
Goldman Sachs June 2013 - August 2013
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Stock Valuation, Stock Picking, Microsoft Excel, PowerPoint, Economics, Finance
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance, General, 3.96
The Schreyer Honors College - Penn State University 2010 — 2014
Bachelor of Science (BS), Finance, General
Morgan Stanley Private Wealth Management May 2015 - Present
Convergent Wealth Advisors June 2014 - August 2014
Sigma Kappa Sorority January 2013 - January 2014
Wall Street Bootcamp January 2013 - May 2013
Penn State Investment Association September 2012 - April 2013
Marble Slab Creamery September 2010 - August 2012
windswepthorse.com 2009 - 2011
Skills
Portfolio Management, Finance, Investments, Bloomberg, Valuation, Asset Management, Management, Trading, Sales, Investment Banking, Accounting, Budgets, Investment Management, Quantitative Analytics, Microsoft Excel
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Finance
Jefferies LLC April 2014 - Present
Greentech Capital Advisors May 2013 - February 2014
FBR June 2012 - May 2013
Abundance Partners June 2011 - August 2011
Penn State Investment Association September 2009 - May 2011
Skills
Valuation, Financial Modeling, Investment Banking, Equities, DCF, Financial Analysis, Strategy, Investments, Analysis, Hedge Funds, Due Diligence, Series 63, Economics, Dealogic, Corporate Finance, SNL, Factset, Bloomberg, Private Placements, Series 7, Mergers & Acquisitions, DCF Valuation, Market Research, LBO, IPO, Recapitalizations, Quantitative Research, Qualitative Research, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Capital Markets, Value Investing, US Equities
Education
Penn State University 2008 — 2012
BS, Finance with a concentration in Financial Accounting
Investment Banking Institute 2011 — 2011
Banking, Corporate Finance
Universidad de Pablo de Olavide, CEA Global Education 2011 — 2011
International Finance and Advanced Spanish
Parkland High School 2005 — 2008
EY January 2015 - Present
Accenture February 2012 - January 2015
BlackRock October 2010 - February 2012
Apollo Matrix May 2009 - May 2010
Penn State Investment Association October 2006 - December 2009
Vivax Corp June 2008 - August 2008
A&P Co June 2007 - August 2007
Chaikin Capital Management June 2006 - August 2006
Skills
Microsoft Excel, Project Management, VBA, Business Networking, PHP, HTML + CSS, Financial Analysis, Relationship Management, Social Psychology, HTML, Visio, Management, Data Analysis, Analysis, Business Analysis, jQuery, JavaScript, AJAX, MySQL, Excel, Photoshop, Functional Design, Requirements Gathering, Professional Networking, Business Planning, Research, Creative Writing, Web Development, Networking, Software Development, Social Networking, Business Strategy, Client Relations Skills, Project Planning, User Acceptance Testing, Usability Testing, Oracle SQL, Resource Management, Finance, Bank Reconciliation, Securities, Trade Fund Management, Event Planning, SDLC, Photography, New Business Development, Marketing Strategy, Startup Development
Education
Penn State University 2006 — 2010
BS, Finance
Tolis Advisors, LP December 2014 - January 2015
RBC Capital Markets June 2014 - August 2014
Penn State Interfraternity Council April 2014 - May 2014
Student Consulting for Non-Profit Organizations September 2013 - April 2014
Aflac July 2013 - August 2013
Penn State Investment Association January 2013 - May 2013
Dominican Student Association December 2012 - May 2013
Sigma Lambda Beta International Fraternity Inc. December 2012 - May 2013
Latino Council September 2012 - December 2012
Sigma Lambda Beta International Fraternity Inc. May 2012 - December 2012
Skills
Management, Teamwork, Leadership, Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Research, Project Management, Financial Analysis, Microsoft Word, Organization, Public Speaking, Spanish, Sales, Financial Modeling, Analysis, Project Planning, Customer Service, Event Planning, Fundraising, Negotiation, FactSet, Bloomberg, Dealogic, Finance, Time Management, Data Analysis, Marketing, Team Leadership, Social Networking, Valuation, Financial Services, Banking, Investments, Accounting, Outlook, Consulting, Nonprofits, Corporate Finance, Program Management, Strategic Planning, Social Media Marketing, Executive Management, Budgets, Strategy, Risk Management, Enterprise Risk..., Financial Risk, Market Risk
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Risk Management: Enterprise (ERM), concentration in Finance, minor in Economics, 3.45
Sapphire Leadership Program August 2012 - Present
Penn State Investment Association August 2013 - Present
Vanguard May 2015 - August 2015
LEHIGH COUNTRY CLUB May 2010 - August 2015
Wall Street Boot Camp January 2015 - May 2015
Delta Tau Delta Fraternity March 2013 - April 2015
Penn State Interfraternity Council Judicial Board January 2014 - January 2015
Delta Tau Delta Fraternity December 2013 - December 2014
1847Financial June 2014 - August 2014
Skills
Sustainability, Microsoft Excel, PowerPoint, Leadership, Microsoft Office, Microsoft Word, Facebook, Time Management, Social Media, Customer Service, Social Networking, Public Speaking, Outlook, Budgets, Research, Social Media Marketing, Access, Event Planning, HTML
Education
Penn State University 2012 — 2016
Bachelor of Science (BS), Finance, General
Penn State Investment Association January 2014 - Present
Public Financial Management June 2015 - August 2015
FMA Advisory August 2012 - June 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media, Social Networking, Leadership, Customer Service, Facebook, Sales, Time Management
Education
Penn State University 2013 — 2017
Smeal College of Business: B.S. Finance, Finance, 3.68/4.0
Central Dauphin High School
Central Dauphin High School
JPMorgan Chase July 2014 - Present
Bellefonte Historical Railroad Society January 2010 - Present
The Nutty Bavarian January 2008 - July 2014
Thomas J Rapak Accounting January 2006 - July 2014
Penn State College Republicans January 2012 - April 2014
AXA Advisors June 2013 - August 2013
Penn State Investment Association January 2010 - January 2012
Skills
Microsoft Excel, Financial Analysis, Payroll, Corporate Finance, Research, PowerPoint, Fundraising, Accounting, Analysis, Microsoft Office, Access, Microsoft Word, Public Speaking
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Finance
UBS Wealth Management August 2014 - Present
UBS Wealth Management June 2013 - August 2013
Penn State Investment Association October 2010 - May 2013
Wall Street Boot Camp September 2012 - December 2012
Merrill Lynch May 2012 - July 2012
Sigma Alpha Mu Fraternity October 2011 - May 2012
Camp Nock-A-Mixon April 2009 - January 2012
Education
Penn State University 2010 — 2014
The Pennsylvania State University, Smeal College of Business
Bachelor of Science, Finance
Univest December 2014 - Present
Univest June 2014 - December 2014
Smeal Traders Association August 2012 - December 2013
American Bank June 2013 - August 2013
Wall Street Bootcamp January 2013 - June 2013
Penn State Investment Association August 2012 - December 2012
Florida State Varsity Track and Field August 2010 - April 2011
FSU Student Government Association- Freshman Leadership Council August 2010 - April 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Public Speaking, Teamwork
Education
Penn State University 2011 — 2013
Bachelor's Degree, Finance, 3.67 GPA
Florida State University 2010 — 2011
Undergraduate
Altus Group US Inc. July 2015 - Present
Penn State Investment Association January 2012 - Present
Delta Tau Delta Fraternity January 2013 - Present
LionLine Telefund February 2014 - Present
Irondequoit Country Club May 2012 - Present
Penn State Interfraternity Council January 2013 - Present
First Investors Corporation June 2014 - August 2014
Skills
PowerPoint, Financial Modeling, Microsoft Word, Financial Analysis, Microsoft Excel, Microsoft Office, Finance, Policy, Research, Public Speaking, Time Management, Leadership, Customer Service, Data Analysis
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Finance
IBM August 2015 - Present
JPMorgan Chase June 2014 - August 2014
Johnson & Johnson January 2014 - June 2014
Beta Sigma Beta May 2013 - May 2014
Beta Sigma Beta August 2013 - December 2013
Order of Omega Honors Society April 2013 - December 2013
Penn State Investment Association January 2012 - December 2013
ReminderMedia June 2013 - August 2013
Beta Sigma Beta August 2012 - April 2013
Penn State Interfraternity Council August 2012 - December 2012
Skills
Microsoft Word, Microsoft Excel, Bloomberg Terminal, IRI, eCRM, Rite Aid 1010 Data, ISIS, Microsoft Office, Teamwork
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Council Rock High School South 2007 — 2011
Penn State Investment Association January 2014 - Present
Penn State University August 2013 - Present
Skills
Microsoft Excel, Teamwork, Microsoft Office, PowerPoint, Microsoft Word
Education
Penn State University 2013 — 2017
Bachelor of Science in Finance, Finance, General
Deutsche Bank July 2014 - Present
Nittany Lion Fund, LLC August 2013 - December 2013
Deutsche Bank June 2013 - August 2013
Nittany Lion Fund, LLC December 2012 - August 2013
Penn State Investment Association September 2010 - December 2012
Wilmington Trust June 2012 - August 2012
Pi Kappa Phi Fraternity December 2011 - August 2012
Skills
Equities, Valuation, Financial Analysis, Asset Management, Finance, Microsoft Excel, Investments, Teamwork, Portfolio Management, Microsoft Word, PowerPoint, Economics, Investment Banking, Asset Managment, Bloomberg Terminal, DCF Valuation
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance, Secondary Concentration in Accounting, Cumulative GPA: 3.90/4.00
Penncrest High School 2006 — 2010
Penn State Investment Association September 2012 - Present
Whitford Advisory Services May 2015 - August 2015
Traficon Trade Finance Consulting s.r.o. February 2015 - May 2015
Pi Kappa Phi Fraternity December 2013 - January 2015
Penn State Dance Marathon July 2013 - December 2014
Pi Kappa Phi Fraternity August 2013 - January 2014
Whitford Country Club August 2010 - August 2013
Marsh Creek Watersports May 2009 - August 2012
Skills
Leadership, Management, Microsoft Office, Budgeting, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Teamwork, Social Media, Time Management, Research, Social Networking, Sales
Education
Penn State University 2012 — 2016
Bachelor's Degree, Finance, General, Junior
Boeing November 2010 - Present
Abington School District June 2006 - April 2010
Penn State Business Consulting Group October 2006 - October 2008
Penn State Investment Association December 2006 - May 2008
Skills
Financial Modeling, Analysis, Finance, Corporate Finance, Investments, Management Consulting, Microsoft Excel, Statistics, Qualitative Research, Financial Services, PHP, Programming, Financial Analysis, Valuation, Bloomberg, Data Analysis, Economics, Derivatives, Portfolio Management, Quantitative Analytics
Education
Penn State University 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Legal & General America May 2014 - Present
A.G.C. Property Management L.L.C. January 2012 - Present
Penn State Investment Association August 2013 - Present
Sigma Alpha Epsilon Fraternity December 2013 - Present
Philadelphia Insurance Companies June 2015 - August 2015
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Training
Education
Penn State University 2012 — 2016
Bachelor of Science (B.S.), Finance, Finance, General
Nestlé May 2015 - August 2015
Sigma Alpha Mu Fraternity October 2013 - December 2014
J.H. Darbie & Co. May 2014 - August 2014
Crosstown Apartments NYC March 2014 - June 2014
Penn State Real Estate Association September 2013 - May 2014
Penn State Investment Association September 2013 - May 2014
The Pennsylvania State InterFraternal Council September 2013 - April 2014
DGC Capital Contracting Corp. February 2012 - May 2012
Skills
Strategic Planning, Communication, Negotiation, Motivational Speaking, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint
Education
Penn State University 2012 — 2016
Bachelor’s Degree, Finance
CEA Study Abroad - Barcelona Campus 2015 — 2015
Bachelor’s Degree
Penn State University August 2011 - Present
Penn State Investment Association September 2012 - Present
BNY Mellon May 2014 - July 2014
Johnson & Johnson January 2013 - July 2013
Homecoming First-Year Committee March 2012 - October 2012
Oxford Athletic Club May 2012 - August 2012
Phi Kappa Theta February 2012 - August 2012
Skills
Leadership, Financial Analysis, Microsoft Excel, Social Media, Cpr Certified, Teamwork, Group Work, Lifeguarding, First Aid, Music Production, Drums, Jazz, SAP, Financial Accounting, Supply Chain Operations, Presentations, Salesforce.com, Bloomberg
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Finance, General, Sophomore
North Allegheny High School 2007 — 2011
Diploma
Penn State University, Department of Economics September 2015 - Present
Private Investment Management January 2014 - Present
BNY Mellon June 2015 - August 2015
OnePenn Financial Group July 2014 - August 2014
Penn State Investment Association September 2012 - May 2014
Wall Street Oasis May 2013 - August 2013
Skills
Finance, Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Management, Analysis, Research
Education
Penn State University 2012 — 2016
Bachelor of Science (BS), Finance, 3.8/4.0
Textron May 2015 - August 2015
Círculo Inmobiliario Meridiana February 2015 - May 2015
DatoSphera January 2015 - February 2015
Penn State Investment Association January 2014 - December 2014
Stifel Financial Corp. May 2014 - August 2014
Talamore Country Club May 2013 - August 2014
Bucks County Department of Parks & Recreation May 2011 - September 2012
Skills
Microsoft Office, Teamwork, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Customer Service, Research, Time Management, Event Planning, Public Speaking, Accounting, Cash Flow Forecasting, Analysis
Education
Penn State University 2012 — 2016
Bachelor of Science (B.S.), Finance and Financial Management Services, Major GPA: 4.0
IES Abroad 2015 — 2015
Advanced Spanish Studies Program
Universitat de Barcelona 2015 — 2015
Estudios Hispanicos
Pennsbury High School 2008 — 2012
UBS Wealth Management June 2015 - August 2015
Fidelity Technologies Corporation May 2014 - August 2014
Sigma Alpha Epsilon Fraternity December 2012 - June 2014
Sigma Alpha Epsilon Fraternity September 2012 - May 2014
Penn State Investment Association August 2012 - May 2014
Sigma Alpha Epsilon Fraternity August 2013 - August 2013
Sigma Alpha Epsilon Fraternity May 2013 - May 2013
Skills
Leadership, Social Skills, Analysis, Fundraising, Event Planning, Research, Recruiting, Time Management
Education
Penn State University 2012 — 2016
Finance, Senior
Spring-Ford Area Senior High School 2008 — 2012
Urban Outfitters August 2015 - Present
Labor On Demand Inc July 2014 - Present
Signature, Inc. March 2014 - June 2014
Acacia Fraternity September 2011 - September 2012
Penn State Investment Association September 2011 - May 2012
Trumbull Chamber of Commerce November 2009 - June 2011
Skills
Spanish (Intermediate), Chinese (Intermediate), Public Speaking, Motivational Speaking, Sales, Customer Service, Time Management, Teamwork, Social Media Marketing, Microsoft Excel, Microsoft Word, Research, Marketing, Social Media, Social Networking, Management, Microsoft Office, Leadership
Education
Berklee College of Music 2013 — 2015
Master's Certificate, Music Business and Technology
Penn State University 2011 — 2012
PwC October 2015 - Present
The Vanguard Group January 2013 - October 2015
The Vanguard Group March 2011 - January 2013
Burlington County Professional Services Group July 2010 - March 2011
Concord Advisory Group January 2008 - March 2010
Concord Advisory Group September 2006 - January 2008
UBS Financial Services Inc September 2005 - September 2006
Penn State Investment Association August 2003 - May 2005
Skills
Microsoft Excel, Microsoft Access, Fixed Income Products, Mutual Fund Pricing, Morningstar, Investments
Education
Villanova University 2011 — 2014
MBA, Finance, Real Estate, 3.7 GPA
Penn State University 2001 — 2005
Bachelor of Science, Finance, 3.5 GPA
Northern Burlington High School
Penn State Investment Association January 2015 - Present
Aramark June 2015 - August 2015
Pi Kappa Phi Fraternity October 2014 - May 2015
Limoncello Italian Restaurant December 2012 - July 2013
Skills
Financial Analysis, Finance, Public Speaking, Leadership, Teamwork, Customer Service, Management, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Budgets
Education
Penn State University 2014 — 2017
Bachelor’s Degree, Finance, General, Junior
La Salle University 2013 — 2014
Downingtown East High School 2009 — 2013
Sandoz May 2015 - August 2015
Penn State Investment Association January 2014 - May 2015
Alpha Mu Chapter January 2014 - December 2014
Szaferman, Lakind, Blumstein, and Blader, P.C. May 2013 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Public Speaking, Leadership, CaseLogistix, Management, Finance, Social Networking
Education
Penn State University 2012 — 2016
Bachelor of Science (B.S.), Finance, GPA: 3.91
Neshaminy High School 2008 — 2012
High School Diploma
Penn State Investment Association January 2013 - Present
Sapphire Leadership Program August 2012 - Present
Delta Tau Delta May 2013 - November 2014
Morgan Stanley Private Wealth Management May 2014 - June 2014
Hempstead Golf & Country Club May 2012 - August 2013
Skills
Customer Service, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Time Management, PowerPoint, Event Planning
Education
Penn State University 2012 — 2016
Bachelor’s Degree, Finance, General, Junior
Chaminade High School 2008 — 2012
High School
Sapphire Leadership Program August 2012 - Present
Sigma Alpha Epsilon Fraternity November 2013 - Present
Penn State Investment Association September 2012 - Present
Morgan Stanley June 2014 - August 2014
UBS Investment Bank May 2014 - May 2014
Wall Street Boot Camp January 2014 - May 2014
Morgan Stanley June 2013 - August 2013
Education
Penn State University 2012 — 2016
Smeal College of Business, Bachelor of Science (BS), Finance
Nittany Lion Fund, LLC November 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Nittany Lion Fund, LLC November 2014 - December 2014
Nittany Lion Fund, LLC May 2014 - August 2014
Zeta Psi Fraternity December 2013 - February 2014
Penn State Investment Association September 2013 - December 2013
Ennis' Market August 2009 - August 2013
East Halls Residence Association September 2012 - April 2013
Sapphire Leadership Program August 2012 - December 2012
Skills
Leadership, Finance, Public Speaking, Volunteering, Alumni Relations, Social Media, Interviews, Budgets, Financial Analysis, Investments
Education
Penn State University 2012 — 2016
Lockheed Martin July 2015 - Present
Penn State Investment Association August 2012 - May 2015
inTouch technologies June 2013 - August 2013
ShopRite Grocery Store May 2012 - July 2012
Skills
Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Coaching, Teaching, Sales, Finance, Economics, Data Analysis, Analysis, Leadership
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Finance, Economics
Delbarton School 2007 — 2011
Nittany Lion Fund, LLC November 2014 - Present
Wells Fargo Securities June 2015 - August 2015
Penn State Investment Association August 2014 - January 2015
Wall Street Boot Camp - Penn State August 2014 - December 2014
Breaking Into Wall Street May 2014 - June 2014
Student Government Association April 2013 - April 2014
The Pennsylvania State University - Abington College April 2013 - April 2014
Alpha Kappa Lambda Fraternity, PA Eta Colony November 2012 - April 2014
Abington Benefiting THON September 2012 - April 2014
Skills
Leadership, Teamwork, Microsoft Excel, Motivation, Bank Reconciliation, Financial Analysis, Financial Modeling, VBA, Budgets, PowerPoint, Microsoft Office, Corporate Finance, Microsoft Word, Security Analysis, Portfolio Management, Bloomberg Terminal, FactSet, Comparable Analysis, M&A Modeling, DCF Valuation, Asset Management, Accounting, Team Building, Finance, Recruiting, Python
Education
The Pennsylvania State University Smeal College of Business 2012 — 2017
Bachelor's Degree, Finance, 3.87/4.00
The Pennsylvania State University College of Liberal Arts 2012 — 2017
Bachelor's Degree, Economics, 3.87/4.00
The Pennsylvania State University Eberly College of Science 2012 — 2017
Minors in Mathematics and Statistics, 3.87/4.00
Maastricht University 2014 — 2014
Study Abroad
BlackRock April 2013 - Present
Daimler January 2012 - April 2013
Penn State Investment Association September 2008 - May 2011
The Chart Group, L.P July 2010 - August 2010
Soundview Executive Book Summaries May 2009 - August 2009
Skills
Valuation, Microsoft Excel, Forecasting, Financial Modeling, Financial Analysis, Microsoft Office, Data Analysis, Finance, Marketing Strategy, Social Media, PowerPoint, Business Strategy, Process Improvement
Education
Penn State University 2007 — 2011
B.S., Finance, International Business
University of Waikato 2010 — 2010
Liberal Arts and Sciences/Liberal Studies
Deloitte June 2015 - Present
Penn State Investment Association September 2012 - May 2015
Phi Gamma Nu Professional Business Fraternity January 2012 - May 2015
Siemens May 2014 - August 2014
Burlington Stores, Inc. June 2013 - August 2013
CBRE May 2012 - August 2012
Education
Temple University - Fox School of Business and Management 2015 — 2016
Master of Accountancy
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Accounting
DICK'S Sporting Goods July 2015 - Present
DICK'S Sporting Goods June 2014 - July 2015
DICK'S Sporting Goods May 2013 - August 2013
Olympus Capital June 2012 - August 2012
Penn State Investment Association January 2011 - March 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Photoshop, Accounting, Windows, Social Media, Public Speaking, Data Analysis, Investments, Corporate Finance, Portfolio Management
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance
Smeal College of Business
Penn State Real Estate Society March 2014 - Present
Silverstein Properties, Inc. June 2015 - August 2015
Penn State Investment Association January 2013 - December 2014
Delta Sigma Phi Fraternity January 2013 - December 2014
Context Asset Management June 2014 - August 2014
Wall Street Boot Camp January 2014 - May 2014
BlackRock August 2013 - August 2013
Skills
Time Management, Team-oriented, Interviews, Teamwork, Work Ethic, Determination to Succeed, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Problem Solving, Positive Discipline, Research, Management, Customer Service
Education
Penn State University 2012 — 2016
Bachelor of Science (B.S.), Risk Management-Real Estate option
Lower Merion High School 2008 — 2012
High School
Pacific Hospitality Group March 2015 - Present
Bank of Nevada July 2013 - Present
MVP American Securities March 2013 - May 2013
Penn State Investment Association August 2010 - May 2012
Penn State University 2008 - May 2012
The Eventive Group May 2011 - August 2011
Education
Penn State University 2008 — 2012
BS Economics, Economics, Money and Banking
BlackRock November 2014 - Present
TD May 2013 - August 2013
Smeal Leadership September 2012 - May 2013
Penn State Dance Marathon February 2011 - May 2013
Penn State Investment Association September 2011 - May 2012
Camp Green Lane June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Social Media, Social Networking, Public Speaking, Social Media Marketing, Data Analysis, Marketing, Leadership, Time Management
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance
J.P. Morgan June 2014 - August 2014
Penn State Investment Association January 2013 - July 2014
Phi Gamma Nu Profesional Business Fraternity September 2013 - June 2014
Penn State Sports Business Club January 2013 - June 2014
JPMorgan Chase 2014 - 2014
JPMorgan Chase 2014 - 2014
Lambertville Inn May 2013 - September 2013
Skills
Management, Leadership, Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Teamwork, Research, Time Management
Education
Penn State University 2013 — 2016
Bachelor of Science (BS), Finance, Sophomore
Holy Ghost Prep 2008 — 2012
High School Diploma
Vanguard April 2014 - Present
Vanguard August 2012 - April 2014
Penn State Investment Association August 2008 - April 2012
GE Energy Financial Services May 2011 - August 2011
PNC Financial Services Group May 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Financial Analysis, Mutual Funds, Series 7, Series 63, Manage Client..., Valuation, Portfolio Management, Bloomberg Terminal, Corporate Finance, Fixed Income, Asset Managment, ThomsonOne, Finance, Investments, Asset Allocation, Financial Markets, Bloomberg, Bonds, Data Analysis, Microsoft Excel
Education
Penn State University 2008 — 2012
BSc Finance, BA International Politics (concentration in Political Economy)
Jagiellonian University 2009 — 2009
Study Abroad, Polish Language and Culture, Earned 16 credits transferred to Penn State
Grant Thornton LLP January 2014 - March 2015
Federated Investors, Inc. May 2012 - August 2013
Penn State Investment Association August 2011 - December 2011
American Environmental Group, Ltd. May 2011 - August 2011
Skills
Microsoft Excel, Accounting, Primavera P6, Corporate Finance, Taekwondo, Microsoft Word, Analysis, Forecasting, Finance, Management, Budgets, Teamwork, PowerPoint, Public Speaking, Access, Data Analysis, Investments
Education
Penn State University 2010 — 2015
Master of Science (M.S.), Accounting
Penn State University 2010 — 2015
Bachelor of Science (B.S.), Finance, Accounting
Wall Street Boot Camp August 2015 - Present
Premier Consulting Partners June 2015 - Present
Autism Speaks January 2015 - May 2015
The Taubman Disability Fund, LLC June 2014 - August 2014
Pioneer Trading Academy May 2014 - June 2014
Beta Sigma Beta- Thon September 2013 - May 2014
Penn State Investment Association August 2013 - May 2014
NEFCA/Birthright September 2009 - May 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Leadership, Social Networking
Education
Penn State University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, General
BlackRock August 2011 - Present
Nittany Lion Fund, LLC May 2009 - December 2010
BlackRock Solutions June 2010 - August 2010
Penn State Investment Association May 2009 - June 2010
Skills
Portfolio Management, Management, Trading, Investments, Financial Risk, Valuation, Bloomberg, Financial Analysis, Equities, Fixed Income
Education
Penn State University 2007 — 2011
B.S., Finance, Economics
Chartered Financial Analyst: Level 3 Candidate
Deloitte July 2015 - Present
Penn State Alumni Association - Adams County June 2015 - Present
PA Army National Guard March 2007 - Present
Accenture December 2014 - July 2015
SAP National Security Services September 2014 - November 2014
Penn State Investment Association August 2011 - May 2014
Phi Kappa Psi 2010 - 2014
Phi Kappa Psi 2010 - 2014
Phi Kappa Psi 2010 - 2014
Skills
Business Intelligence, SDLC, Business Objects, Data Warehousing, Data Visualization, SAP, Data Analysis, Process Improvement, Strategic Planning, Leadership, ETL, Training, Management, Research, Financial Analysis, Investments, Public Speaking, Finance, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Analysis, Program Management
Education
Penn State University 2010 — 2014
Bachelor’s Degree, Economics
NS2 Serves
NS2 Serves
Comcast October 2014 - Present
Hirtle, Callaghan & Co. June 2013 - October 2014
Merrill Lynch June 2012 - August 2012
Penn State Investment Association December 2010 - December 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Strategic Planning, Budgets, Investments, Outlook, Finance, Risk Management, Sales, Financial Reporting, Management, Research, Business Planning, Financial Analysis, Data Analysis, Financial Modeling, Fundraising, Analysis, Social Networking, Bloomberg, Portfolio Management, Event Planning, Marketing Strategy
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Entrepreneurship (ESHIP) Minor, Finance, General
Anglo-American University, Prague 2012 — 2012
Economics, History, Arts
Lower Merion High School 2005 — 2009
EY October 2014 - Present
EY January 2014 - April 2014
CDH Investments May 2013 - August 2013
Penn State Chinese Students and Scholars Association October 2011 - January 2013
Penn State Investment Association October 2011 - December 2012
Wall Street Boot Camp January 2012 - May 2012
Morgan Stanley May 2012 - 2012
China Hua Xia Bank Company July 2011 - August 2011
Skills
Microsoft Excel, Chinese, Bloomberg Software, FactSet Research System, Analysis, Finance, Bloomberg, Investments, Portfolio Management, Management, Research, Budgets, CRM, Credit, Statistics, Trading, Mutual Funds, Financial Services, Financial Modeling, Ex, VBA, Vlookup, Financial Analysis, Microsoft Office
Education
Penn State University 2013 — 2014
Master's degree, Accounting
Penn State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. August 2013 - June 2014
Nittany Lion Fund LLC May 2012 - January 2014
Raymond James Financial Inc. June 2013 - August 2013
The McKeown Foundation, Annual Golf Classic “fore” Alzheimer’s April 2009 - April 2013
Penn State Investment Association September 2011 - May 2012
Raymond James Financial Inc. June 2011 - August 2011
Skills
Valuation, Equities, Financial Analysis, Asset Managment, Real Estate, Analysis, Investments, Portfolio Management, Equity Research, Financial Modeling
Education
Penn State University 2010 — 2014
Bachelor of Science, Finance
Presidential Leadership Academy April 2015 - Present
Penn State Investment Association August 2014 - Present
University Park Undergraduate Association August 2014 - Present
Red Robin Gourmet Burgers August 2012 - Present
Wall Street Boot Camp January 2015 - May 2015
Skills
Leadership, Analysis, Community Outreach, Financial Markets, Finance, Microsoft Excel, Training
Education
Penn State University 2014 — 2018
Bachelor's Degree, Finance, General, 3.97/4.0
Penn State University 2014 — 2018
Bachelor's Degree, Political Science and Government, 3.97/4.0
IES Abroad 2015 — 2015
Education Abroad, Barcelona Language and Area Studies
OpenDoor
The Wall Street Virtual Academy, sponsored by Bank of America Merrill Lynch, Finance
Quakertown Community Senior High School 2010 — 2014
High School, 4.0/4.0