Penn State Investment Association

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Penn State Investment Association Employees

Employee
Years
Job
Industry
Jarrod Bruno Jarrod Bruno New York, New York Details
Jarrod Bruno's Penn State Investment Association Experience December 2012 - January 2014
Job Analyst, Tech Media & Telecom Group, Goldman Sachs, & Co.
Industry Investment Banking
Experience
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

Rachel Rieder Rachel Rieder Greater Philadelphia Area Details
Rachel Rieder's Penn State Investment Association Experience September 2012 - April 2013
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
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

Sean Fogelman Sean Fogelman Greater New York City Area Details
Sean Fogelman's Penn State Investment Association Experience September 2009 - May 2011
Job Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
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

Alan Liao Alan Liao Greater New York City Area Details
Alan Liao's Penn State Investment Association Experience October 2006 - December 2009
Job Digital Advisory Senior at EY
Industry Internet
Experience
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

Hector Santana Hector Santana Greater New York City Area Details
Hector Santana's Penn State Investment Association Experience January 2013 - May 2013
Job Risk Advisory Staff at EY
Industry Financial Services
Experience
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

Luke Vadas Luke Vadas Greater Philadelphia Area Details
Luke Vadas's Penn State Investment Association Experience August 2013 - Present
Job Student at Penn State University
Industry Financial Services
Experience
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

Joseph Good Joseph Good Harrisburg, Pennsylvania Details
Joseph Good's Penn State Investment Association Experience January 2014 - Present
Job Intern at Public Financial Management
Industry Financial Services
Experience
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

Nicholas Rapak Nicholas Rapak Greater Philadelphia Area Details
Nicholas Rapak's Penn State Investment Association Experience January 2010 - January 2012
Job Operations Analyst at JPMorgan Chase
Industry Financial Services
Experience
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

Alex Servetnick Alex Servetnick New York, New York Details
Alex Servetnick's Penn State Investment Association Experience October 2010 - May 2013
Job Graduate Training Program Analyst at UBS Wealth Management
Industry Financial Services
Experience
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

Dan Meuleners Dan Meuleners Greater Philadelphia Area Details
Dan Meuleners's Penn State Investment Association Experience August 2012 - December 2012
Job Corporate Banking Analyst at Univest
Industry Banking
Experience
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

Conor Quinn Conor Quinn Rochester, New York Details
Conor Quinn's Penn State Investment Association Experience January 2012 - Present
Job Consultant at Altus Group U.S. Inc.
Industry Financial Services
Experience
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

Scott Glassman Scott Glassman Greater Philadelphia Area Details
Scott Glassman's Penn State Investment Association Experience January 2012 - December 2013
Job Consultant at IBM
Industry Financial Services
Experience
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

Jason Wayne Jason Wayne New York, New York Details
Jason Wayne's Penn State Investment Association Experience January 2014 - Present
Job Student at Penn State University
Industry Financial Services
Experience
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

Matthew Maser Matthew Maser New York, New York Details
Matthew Maser's Penn State Investment Association Experience September 2010 - December 2012
Job Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
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

Ryan Barth Ryan Barth Glenmoore, Pennsylvania Details
Ryan Barth's Penn State Investment Association Experience September 2012 - Present
Job Intern at Whitford Advisory Services
Industry Financial Services
Experience
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

Thomas Dous Thomas Dous Greater Philadelphia Area Details
Thomas Dous's Penn State Investment Association Experience December 2006 - May 2008
Job Financial Analyst at Boeing
Industry Financial Services
Experience
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

Gregory Lingaas Gregory Lingaas Garden City, New York Details
Gregory Lingaas's Penn State Investment Association Experience August 2013 - Present
Job Underwriter Producer Intern at Philadelphia Insurance Companies
Industry Insurance
Experience
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

Nicholas Sarno Nicholas Sarno Thornwood, New York Details
Nicholas Sarno's Penn State Investment Association Experience September 2013 - May 2014
Job Student at Pennsylvania State University
Industry Financial Services
Experience
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

Doug Fraley Doug Fraley Pittsburgh, Pennsylvania Details
Doug Fraley's Penn State Investment Association Experience September 2012 - Present
Job Finance Major at Penn State University
Industry Financial Services
Experience
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

Chris Stam Chris Stam State College, Pennsylvania Details
Chris Stam's Penn State Investment Association Experience September 2012 - May 2014
Job Student at The Pennsylvania State University
Industry Financial Services
Experience
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

Luke Matthews Luke Matthews Greater Philadelphia Area Details
Luke Matthews's Penn State Investment Association Experience January 2014 - December 2014
Job Student at Penn State
Industry Financial Services
Experience
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

Daniel Costello Daniel Costello Greater New York City Area Details
Daniel Costello's Penn State Investment Association Experience August 2012 - May 2014
Job Investment Management Summer Analyst at UBS Wealth Management
Industry Financial Services
Experience
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

Josh Somma Josh Somma Greater Philadelphia Area Details
Josh Somma's Penn State Investment Association Experience September 2011 - May 2012
Job Sample Coordinator at Urban Outfitters
Industry Logistics and Supply Chain
Experience
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

Michael Bruni Michael Bruni Greater New York City Area Details
Michael Bruni's Penn State Investment Association Experience August 2003 - May 2005
Job Senior Associate | Financial Services | Asset Management Advisory
Industry Management Consulting
Experience
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

Michael Munnelly Michael Munnelly Exton, Pennsylvania Details
Michael Munnelly's Penn State Investment Association Experience January 2015 - Present
Job Student at Pennsylvania State University
Industry Financial Services
Experience
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

Matthew Sweetser Matthew Sweetser Langhorne, Pennsylvania Details
Matthew Sweetser's Penn State Investment Association Experience January 2014 - May 2015
Job Finance Major, Penn State
Industry Financial Services
Experience
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

Ryan Semple Ryan Semple Rockville Centre, New York Details
Ryan Semple's Penn State Investment Association Experience January 2013 - Present
Job Student at Penn State University
Industry
Experience
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

Matthew Bonner Matthew Bonner Randolph, New Jersey Details
Matthew Bonner's Penn State Investment Association Experience September 2012 - Present
Job FullTime Student at The Pennsylvania State University
Industry Financial Services
Experience
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

Liam Quinlan-Walshe Liam Quinlan-Walshe Washington Crossing, Pennsylvania Details
Liam Quinlan-Walshe's Penn State Investment Association Experience September 2013 - December 2013
Job at
Industry Investment Banking
Experience
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

Luke Ortolani Luke Ortolani Washington D.C. Metro Area Details
Luke Ortolani's Penn State Investment Association Experience August 2012 - May 2015
Job Financial Analyst Asc. at Lockheed Martin
Industry Financial Services
Experience
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

Christian Binder Christian Binder State College, Pennsylvania Details
Christian Binder's Penn State Investment Association Experience August 2014 - January 2015
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
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

Samuel Dayton Samuel Dayton Greater Philadelphia Area Details
Samuel Dayton's Penn State Investment Association Experience September 2008 - May 2011
Job Trade Operations Analyst at BlackRock
Industry Banking
Experience
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

Maura Kane Maura Kane State College, Pennsylvania Details
Maura Kane's Penn State Investment Association Experience September 2012 - May 2015
Job Audit Intern at Deloitte
Industry Accounting
Experience
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

Justin Birzon Justin Birzon Greater Pittsburgh Area Details
Justin Birzon's Penn State Investment Association Experience January 2011 - March 2012
Job Business Operations Analyst at DICK'S Sporting Goods
Industry Financial Services
Experience
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

Desmond Ellis Desmond Ellis State College, Pennsylvania Details
Desmond Ellis's Penn State Investment Association Experience January 2013 - December 2014
Job Acquisitions Intern at Silverstein Properties
Industry
Experience
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

Matthew Lorimer Matthew Lorimer Orange County, California Area Details
Matthew Lorimer's Penn State Investment Association Experience August 2010 - May 2012
Job Accounts Payable Coordinator at Pacific Hospitality Group
Industry Financial Services
Experience
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

Jacob Granoff Jacob Granoff Cherry Hill, New Jersey Details
Jacob Granoff's Penn State Investment Association Experience September 2011 - May 2012
Job Analyst at BlackRock
Industry Financial Services
Experience
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

Kevin Major Kevin Major Greater Philadelphia Area Details
Kevin Major's Penn State Investment Association Experience January 2013 - July 2014
Job Intern at J.P. Morgan
Industry Financial Services
Experience
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

Rob Dziuba Rob Dziuba Greater Philadelphia Area Details
Rob Dziuba's Penn State Investment Association Experience August 2008 - April 2012
Job Fixed Income Settlements Analyst at Vanguard
Industry Investment Management
Experience
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

Chris Wolden Chris Wolden State College, Pennsylvania Details
Chris Wolden's Penn State Investment Association Experience August 2011 - December 2011
Job Audit Intern at Grant Thornton LLP
Industry Accounting
Experience
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

Max Schwartz Max Schwartz Greater New York City Area Details
Max Schwartz's Penn State Investment Association Experience August 2013 - May 2014
Job Participant at Wall Street Boot Camp
Industry Financial Services
Experience
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

Brendan Stevens Brendan Stevens Greater New York City Area Details
Brendan Stevens's Penn State Investment Association Experience May 2009 - June 2010
Job Client Analytics Group BlackRock
Industry Financial Services
Experience
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

Christopher Birster Christopher Birster Arlington, Virginia Details
Christopher Birster's Penn State Investment Association Experience August 2011 - May 2014
Job Business Technology Analyst at Deloitte
Industry Information Technology and Services
Experience
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

Samuel Golden Samuel Golden Greater Philadelphia Area Details
Samuel Golden's Penn State Investment Association Experience December 2010 - December 2011
Job Analytics, Digital Testing
Industry Telecommunications
Experience
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

Chongbo Ethan You Chongbo Ethan You State College, Pennsylvania Area Details
Chongbo Ethan You's Penn State Investment Association Experience October 2011 - December 2012
Job FSO Staff/Assistant at EY
Industry Financial Services
Experience
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

Nolan Rivers Nolan Rivers University Park, Pennsylvania Details
Nolan Rivers's Penn State Investment Association Experience September 2011 - May 2012
Job Investment Banking Analyst at Raymond James Financial Inc.
Industry Investment Banking
Experience
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

Brent Rice Brent Rice University Park, Pennsylvania Details
Brent Rice's Penn State Investment Association Experience August 2014 - Present
Job Student at The Pennsylvania State University
Industry Financial Services
Experience
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