Preston Todd Advisors
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Preston Todd Advisors Employees
Employee
Years
Job
Industry
Meaghan Smith Meaghan Smith's Preston Todd Advisors Experience May 2014 - January 2015
Job Associate at RF|Binder
Industry Public Relations and Communications
Experience
RFBinder July 2015 - Present
Preston Todd Advisors May 2014 - January 2015
WATCH CDC August 2014 - December 2014
Alpha Phi International Fraternity December 2013 - December 2014
Viking Icelandic Yogurt May 2014 - May 2014
British School of Belgium September 2013 - December 2013
Alpha Phi International Fraternity May 2012 - May 2013
Bentley University May 2012 - June 2012
Currents Magazine January 2010 - April 2010
Skills
Marketing, Public Relations, Social Media Marketing, Event Planning, Visual Communication, Press Releases, Email Marketing, Marketing Communications, Corporate Communications, Crisis Communications, Communication Skills, Graphic Design, Digital Photography, Public Speaking, Event Management, Customer Service, Advertising, Social Media, Social Media..., Organization, Drafting Press Releases, Journalism, Point of Purchase, Leadership, Team Leadership, Editing, Image Editing, Photoshop, InDesign, Illustrator, Adobe Creative Suite, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Content Development, Web Design, Commercial Photography, Digital Video, Newsletters
Education
Bentley University 2011 — 2015
Information Design and Corporate Communications, 3.74 of 4.0
Vesalius College 2013 — 2013
Marketing and Communications
Communications High School 2007 — 2011
High School, Design and Visual Communications, General
RFBinder July 2015 - Present
Preston Todd Advisors May 2014 - January 2015
WATCH CDC August 2014 - December 2014
Alpha Phi International Fraternity December 2013 - December 2014
Viking Icelandic Yogurt May 2014 - May 2014
British School of Belgium September 2013 - December 2013
Alpha Phi International Fraternity May 2012 - May 2013
Bentley University May 2012 - June 2012
Currents Magazine January 2010 - April 2010
Skills
Marketing, Public Relations, Social Media Marketing, Event Planning, Visual Communication, Press Releases, Email Marketing, Marketing Communications, Corporate Communications, Crisis Communications, Communication Skills, Graphic Design, Digital Photography, Public Speaking, Event Management, Customer Service, Advertising, Social Media, Social Media..., Organization, Drafting Press Releases, Journalism, Point of Purchase, Leadership, Team Leadership, Editing, Image Editing, Photoshop, InDesign, Illustrator, Adobe Creative Suite, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Content Development, Web Design, Commercial Photography, Digital Video, Newsletters
Education
Bentley University 2011 — 2015
Information Design and Corporate Communications, 3.74 of 4.0
Vesalius College 2013 — 2013
Marketing and Communications
Communications High School 2007 — 2011
High School, Design and Visual Communications, General
Lee Setzen Lee Setzen's Preston Todd Advisors Experience September 2014 - December 2014
Job Research Analyst Intern at Preston Todd Advisors
Industry Financial Services
Experience
Course Hero, Inc. March 2015 - July 2015
Preston Todd Advisors September 2014 - December 2014
BNY Mellon June 2014 - August 2014
Wells Fargo Advisors June 2013 - August 2013
Price Chopper Supermarkets August 2010 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Spanish, Social Networking, Hebrew, Networking, Time Management, Teamwork, Communication Skills, Social Media, Data Entry, Customer Service, Telephone Skills, Windows, Finance, Research, Public Speaking, Team Management, Financial Analysis, Facebook, New Business Development, Business Strategy
Education
Boston University 2011 — 2015
Bachelor's degree, Accounting and Finance
Course Hero, Inc. March 2015 - July 2015
Preston Todd Advisors September 2014 - December 2014
BNY Mellon June 2014 - August 2014
Wells Fargo Advisors June 2013 - August 2013
Price Chopper Supermarkets August 2010 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Spanish, Social Networking, Hebrew, Networking, Time Management, Teamwork, Communication Skills, Social Media, Data Entry, Customer Service, Telephone Skills, Windows, Finance, Research, Public Speaking, Team Management, Financial Analysis, Facebook, New Business Development, Business Strategy
Education
Boston University 2011 — 2015
Bachelor's degree, Accounting and Finance
Joseph Davenport's Preston Todd Advisors Experience September 2015 - Present
Job Student at Boston College Wallace E. Carroll School of Management
Industry Investment Banking
Experience
Preston Todd Advisors September 2015 - Present
Boston College October 2014 - Present
Boston College September 2014 - Present
Santander Bank, N.A. June 2015 - August 2015
Commonwealth of Massachusetts May 2014 - August 2014
Commonwealth of Massachusetts May 2013 - August 2013
IPEC: Independent Physical Education Curriculum September 2010 - June 2011
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Team Leadership, Communication, Self-driven, Financial Analysis, Teamwork, SPSS, Team Building, Management, Data Analysis, Teaching, Fundraising, Leadership, Analysis, Microsoft Office, Public Speaking
Education
Boston College 2012 — 2016
Bachelor of Science (B.S.) in Management, Concentration in Economics, Senior
Medway High School 2008 — 2012
Diploma
Preston Todd Advisors September 2015 - Present
Boston College October 2014 - Present
Boston College September 2014 - Present
Santander Bank, N.A. June 2015 - August 2015
Commonwealth of Massachusetts May 2014 - August 2014
Commonwealth of Massachusetts May 2013 - August 2013
IPEC: Independent Physical Education Curriculum September 2010 - June 2011
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Team Leadership, Communication, Self-driven, Financial Analysis, Teamwork, SPSS, Team Building, Management, Data Analysis, Teaching, Fundraising, Leadership, Analysis, Microsoft Office, Public Speaking
Education
Boston College 2012 — 2016
Bachelor of Science (B.S.) in Management, Concentration in Economics, Senior
Medway High School 2008 — 2012
Diploma
Christopher Milne's Preston Todd Advisors Experience January 2013 - May 2014
Job Consultant at StoneTurn Group
Industry Accounting
Experience
StoneTurn Group September 2015 - Present
StoneTurn Group June 2014 - August 2014
Preston Todd Advisors January 2013 - May 2014
Capital Resource Partners May 2013 - August 2013
Education
Bentley University 2011 — 2015
Bachelor’s Degree, Bachelor of Science, Finance
StoneTurn Group September 2015 - Present
StoneTurn Group June 2014 - August 2014
Preston Todd Advisors January 2013 - May 2014
Capital Resource Partners May 2013 - August 2013
Education
Bentley University 2011 — 2015
Bachelor’s Degree, Bachelor of Science, Finance
Radhika Bansil's Preston Todd Advisors Experience January 2013 - May 2013
Job Forensic Valuation Services Associate at Grant Thornton LLP
Industry Marketing and Advertising
Experience
Grant Thornton LLP September 2015 - Present
TripAdvisor June 2015 - Present
The Hartford May 2014 - August 2014
Red Elephant Inc. May 2013 - May 2014
Preston Todd Advisors January 2013 - May 2013
HitCrowd August 2012 - May 2013
Nucleus Software Exports Limited June 2012 - September 2012
Vector Marketing May 2011 - June 2012
Skills
Social Media Marketing, Microsoft Excel, Marketing Research, PowerPoint, Sales, Marketing Communications, Microsoft Office, Advertising, Direct Marketing, Customer Service, Data Analysis, Event Planning, Presidency, Management, Referrals, Teamwork, Social Media, Public Speaking, Microsoft Word
Education
Bentley University 2011 — 2015
Bachelor of Science (BS), Economics and Finance
Grant Thornton LLP September 2015 - Present
TripAdvisor June 2015 - Present
The Hartford May 2014 - August 2014
Red Elephant Inc. May 2013 - May 2014
Preston Todd Advisors January 2013 - May 2013
HitCrowd August 2012 - May 2013
Nucleus Software Exports Limited June 2012 - September 2012
Vector Marketing May 2011 - June 2012
Skills
Social Media Marketing, Microsoft Excel, Marketing Research, PowerPoint, Sales, Marketing Communications, Microsoft Office, Advertising, Direct Marketing, Customer Service, Data Analysis, Event Planning, Presidency, Management, Referrals, Teamwork, Social Media, Public Speaking, Microsoft Word
Education
Bentley University 2011 — 2015
Bachelor of Science (BS), Economics and Finance
Daniel Glennon's Preston Todd Advisors Experience February 2012 - April 2012
Job Student at Bentley University
Industry
Experience
Nomura Securities September 2014 - Present
Deutsche Bank June 2013 - August 2013
Deutsche Bank June 2012 - August 2012
Preston Todd Advisors February 2012 - April 2012
Skills
Derivatives, Bonds, Investments, Trading, Mutual Funds, Strategy, Account Reconciliation, Funding, Loans, Treasury, Internal Audit, Currency, Bloomberg, Bloomberg Terminal, Business Development, Equities, Equity Research, Valuation
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Economics and Finance
Nomura Securities September 2014 - Present
Deutsche Bank June 2013 - August 2013
Deutsche Bank June 2012 - August 2012
Preston Todd Advisors February 2012 - April 2012
Skills
Derivatives, Bonds, Investments, Trading, Mutual Funds, Strategy, Account Reconciliation, Funding, Loans, Treasury, Internal Audit, Currency, Bloomberg, Bloomberg Terminal, Business Development, Equities, Equity Research, Valuation
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Economics and Finance
Hayley Jayson's Preston Todd Advisors Experience January 2014 - May 2014
Job Client Service Specialist Associate II at State Street
Industry Financial Services
Experience
Siharum Advisors, LLC January 2015 - April 2015
Consulate General of France in Boston May 2014 - December 2014
Preston Todd Advisors January 2014 - May 2014
Centre for Socio-Eco-Nomic Development October 2013 - December 2013
Jayson, Farthing, Skafidas, and Wright, P.A. July 2012 - August 2012
Skills
Qualitative Research, Event Planning, Editing, Stata, Data Analysis, Market Research, Facebook, French, Community Outreach, Leadership
Education
Boston College 2011 — 2015
Bachelor of Arts (BA), Economics and French Double Major
Boston University Geneva Internship Program 2013 — 2013
International Relations
Shorecrest Preparatory School 2007 — 2011
Siharum Advisors, LLC January 2015 - April 2015
Consulate General of France in Boston May 2014 - December 2014
Preston Todd Advisors January 2014 - May 2014
Centre for Socio-Eco-Nomic Development October 2013 - December 2013
Jayson, Farthing, Skafidas, and Wright, P.A. July 2012 - August 2012
Skills
Qualitative Research, Event Planning, Editing, Stata, Data Analysis, Market Research, Facebook, French, Community Outreach, Leadership
Education
Boston College 2011 — 2015
Bachelor of Arts (BA), Economics and French Double Major
Boston University Geneva Internship Program 2013 — 2013
International Relations
Shorecrest Preparatory School 2007 — 2011
Kelsey Buckner's Preston Todd Advisors Experience February 2013 - May 2013
Job Analytics Intern at Eastdil Secured
Industry Financial Services
Experience
Eastdil Secured June 2014 - July 2014
Realogy Holdings Corp. May 2013 - July 2013
Preston Todd Advisors February 2013 - May 2013
Junkfood Clothing June 2012 - July 2012
Education
University of Southern California 2013 — 2015
Bachelor of Science (BS), Business Administration
Bentley University 2011 — 2015
Bachelor of Science (BS), Finance, General
Eastdil Secured June 2014 - July 2014
Realogy Holdings Corp. May 2013 - July 2013
Preston Todd Advisors February 2013 - May 2013
Junkfood Clothing June 2012 - July 2012
Education
University of Southern California 2013 — 2015
Bachelor of Science (BS), Business Administration
Bentley University 2011 — 2015
Bachelor of Science (BS), Finance, General
Kevin St.Pierre's Preston Todd Advisors Experience January 2014 - May 2014
Job Recovery Specialist Loss Recovery Unit at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance June 2015 - Present
Preston Todd Advisors January 2014 - May 2014
Galaxy Contracting June 2013 - September 2013
Betty Ann's Sandwich Shop January 2012 - July 2013
Duke St.Pierre Painting June 2008 - July 2013
Pingree School March 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Sports Coaching, Factset, Morningstar, Finance, Financial Analysis, Equity Valuation, Painting, Time Management, Management, Payroll, Data Analysis, PowerPoint, Teamwork
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Finance
Pingree School 2007 — 2011
Liberty Mutual Insurance June 2015 - Present
Preston Todd Advisors January 2014 - May 2014
Galaxy Contracting June 2013 - September 2013
Betty Ann's Sandwich Shop January 2012 - July 2013
Duke St.Pierre Painting June 2008 - July 2013
Pingree School March 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Sports Coaching, Factset, Morningstar, Finance, Financial Analysis, Equity Valuation, Painting, Time Management, Management, Payroll, Data Analysis, PowerPoint, Teamwork
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Finance
Pingree School 2007 — 2011
Quan Vo's Preston Todd Advisors Experience January 2013 - April 2013
Job IT Consultant QA at everis
Industry Financial Services
Experience
everis December 2014 - Present
Brown Brothers Harriman July 2013 - December 2014
Barbaro Technologies February 2013 - May 2013
Preston Todd Advisors January 2013 - April 2013
Bunker Hill Community College September 2010 - December 2012
Scottrade January 2012 - September 2012
Skills
Statistics, Time Management, Teamwork, SPSS, Bloomberg Terminal, Financial Analysis, Market Research, Economics, Research, Financial Modeling, Microsoft Office, Analysis, Leadership, Access, Bloomberg, Financial Databases, Financial Data..., Excel models, Qualitative Research, Quantitative Finance, Economic Research, Macro, Fixed Income, Equities, G/L Reconciliations, ETFs, HP QTP, ALM, SQL, T-SQL
Education
Bentley University 2011 — 2013
Bachelor of Applied Science (BASc), Economics and Finance
everis December 2014 - Present
Brown Brothers Harriman July 2013 - December 2014
Barbaro Technologies February 2013 - May 2013
Preston Todd Advisors January 2013 - April 2013
Bunker Hill Community College September 2010 - December 2012
Scottrade January 2012 - September 2012
Skills
Statistics, Time Management, Teamwork, SPSS, Bloomberg Terminal, Financial Analysis, Market Research, Economics, Research, Financial Modeling, Microsoft Office, Analysis, Leadership, Access, Bloomberg, Financial Databases, Financial Data..., Excel models, Qualitative Research, Quantitative Finance, Economic Research, Macro, Fixed Income, Equities, G/L Reconciliations, ETFs, HP QTP, ALM, SQL, T-SQL
Education
Bentley University 2011 — 2013
Bachelor of Applied Science (BASc), Economics and Finance
Dmytro Glynyanyy's Preston Todd Advisors Experience May 2013 - July 2013
Job Investment Banking Analyst at UBS
Industry Investment Banking
Experience
UBS Investment Bank February 2015 - Present
Bentley Investment Group September 2012 - December 2014
UBS Investment Bank June 2014 - August 2014
Battery Global Advisors February 2014 - May 2014
Hughey Center for Financial Services May 2013 - November 2013
Preston Todd Advisors May 2013 - July 2013
Finance & Credit Bank June 2012 - August 2012
Skills
Bloomberg, Financial Analysis, Valuation, Equities, Market Research, Capital IQ, Alternative Energy, Financial Modeling
Education
Bentley University 2011 — 2015
Bachelor of Science (BS), Finance, General, Sophomore
Pechersk School International
UBS Investment Bank February 2015 - Present
Bentley Investment Group September 2012 - December 2014
UBS Investment Bank June 2014 - August 2014
Battery Global Advisors February 2014 - May 2014
Hughey Center for Financial Services May 2013 - November 2013
Preston Todd Advisors May 2013 - July 2013
Finance & Credit Bank June 2012 - August 2012
Skills
Bloomberg, Financial Analysis, Valuation, Equities, Market Research, Capital IQ, Alternative Energy, Financial Modeling
Education
Bentley University 2011 — 2015
Bachelor of Science (BS), Finance, General, Sophomore
Pechersk School International
Ian Serko's Preston Todd Advisors Experience September 2013 - December 2013
Job Investment Banking Analyst Consumer Products & Retail
Industry Financial Services
Experience
UBS Investment Bank August 2014 - Present
UBS Investment Bank June 2014 - August 2014
Preston Todd Advisors September 2013 - December 2013
Oppenheimer & Co. June 2013 - August 2013
Oppenheimer & Co. June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Teamwork, Market Research, Microsoft Word, Microsoft Office, Bloomberg Terminal, Customer Service, Financial Accounting, Morningstar, Social Networking, Analytical Skills, Valuation
Education
Boston College - Carroll School of Management 2011 — 2015
Finance and Accounting
Chaminade High School 2007 — 2011
UBS Investment Bank August 2014 - Present
UBS Investment Bank June 2014 - August 2014
Preston Todd Advisors September 2013 - December 2013
Oppenheimer & Co. June 2013 - August 2013
Oppenheimer & Co. June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Teamwork, Market Research, Microsoft Word, Microsoft Office, Bloomberg Terminal, Customer Service, Financial Accounting, Morningstar, Social Networking, Analytical Skills, Valuation
Education
Boston College - Carroll School of Management 2011 — 2015
Finance and Accounting
Chaminade High School 2007 — 2011
Danielle Estrella's Preston Todd Advisors Experience February 2013 - May 2013
Job ERS Consultant at Deloitte
Industry Accounting
Experience
Deloitte September 2015 - Present
Deloitte June 2014 - August 2014
Fontanella & Babitts CPA July 2012 - August 2013
Preston Todd Advisors February 2013 - May 2013
Skills
Banking, Auditing, Leadership, Loans, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook
Education
Bentley University
Master’s Degree, Accountancy & Certificate, Personal Financial Planner
Bentley University
Bachelor's Degree, Corporate Finance and Accounting
Deloitte September 2015 - Present
Deloitte June 2014 - August 2014
Fontanella & Babitts CPA July 2012 - August 2013
Preston Todd Advisors February 2013 - May 2013
Skills
Banking, Auditing, Leadership, Loans, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook
Education
Bentley University
Master’s Degree, Accountancy & Certificate, Personal Financial Planner
Bentley University
Bachelor's Degree, Corporate Finance and Accounting
Jake Dorais's Preston Todd Advisors Experience September 2013 - December 2013
Job Private Equity Summer Associate at New Forest Capital
Industry Investment Banking
Experience
New Forest Capital June 2015 - Present
Bentley University December 2013 - Present
SAC Capital Advisors, LP June 2014 - August 2014
Preston Todd Advisors September 2013 - December 2013
CVS Caremark Corporation June 2012 - August 2012
Wall Street 101 July 2011 - July 2011
Education
Bentley University 2012 — 2016
Bachelor of Science - Honors, Economics-Finance Minor in Mathematical Sciences, Computer Information Systems, Senior
Watertown High School 2007 — 2011
Diploma, Salutatorian
New Forest Capital June 2015 - Present
Bentley University December 2013 - Present
SAC Capital Advisors, LP June 2014 - August 2014
Preston Todd Advisors September 2013 - December 2013
CVS Caremark Corporation June 2012 - August 2012
Wall Street 101 July 2011 - July 2011
Education
Bentley University 2012 — 2016
Bachelor of Science - Honors, Economics-Finance Minor in Mathematical Sciences, Computer Information Systems, Senior
Watertown High School 2007 — 2011
Diploma, Salutatorian
Ryan Briggs Ryan Briggs's Preston Todd Advisors Experience February 2011 - Present
Job Director of Research at Preston Todd Advisors
Industry Investment Banking
Experience
Preston Todd Advisors February 2011 - Present
MerchantPortfolios.com February 2011 - Present
Northeast Utilities May 2009 - August 2010
Skills
PowerPoint, Finance, Research, Financial Analysis, Valuation, Payment Industry, Excel, Microsoft Office, Word, Outlook, Morningstar, Bloomberg, Accounting, Project Coordination, Social Media, Facebook, Microsoft Word, Microsoft Excel
Education
Bentley University 2008 — 2012
Bachelor of Science, Finance; Economics and Psychology Minors
CFA Institute
Passed CFA Level 1 (June 2015)
Wirtschaftsuniversität Wien 2010 — 2010
Economics and Finance
Preston Todd Advisors February 2011 - Present
MerchantPortfolios.com February 2011 - Present
Northeast Utilities May 2009 - August 2010
Skills
PowerPoint, Finance, Research, Financial Analysis, Valuation, Payment Industry, Excel, Microsoft Office, Word, Outlook, Morningstar, Bloomberg, Accounting, Project Coordination, Social Media, Facebook, Microsoft Word, Microsoft Excel
Education
Bentley University 2008 — 2012
Bachelor of Science, Finance; Economics and Psychology Minors
CFA Institute
Passed CFA Level 1 (June 2015)
Wirtschaftsuniversität Wien 2010 — 2010
Economics and Finance
Kenneth Lau Kenneth Lau's Preston Todd Advisors Experience September 2014 - December 2014
Job State and Local Tax Intern at PwC
Industry Financial Services
Experience
PwC June 2015 - Present
Northeastern University Intramurals May 2014 - Present
Cheung & Chu, CPA May 2015 - June 2015
Amazon August 2014 - May 2015
Course Hero, Inc. April 2014 - January 2015
Preston Todd Advisors September 2014 - December 2014
Wanderu, Inc May 2014 - August 2014
Rolling Hills Day Camp June 2013 - August 2013
Private Tennis Coaching April 2013 - August 2013
Monmouth Chinese School September 2011 - August 2013
Skills
PowerPoint, Team Leadership, Microsoft Office, Social Media, Research, Microsoft Excel, Social Networking, Accounting, Management, Data Analysis, Blogging, Analysis, Business Development, Market Research, Leadership
Education
Northeastern University 2013 — 2018
Bachelor of Science (BS), Finance and Accounting, 3.72 GPA
Marlboro High School 2009 — 2013
High School Diploma
PwC June 2015 - Present
Northeastern University Intramurals May 2014 - Present
Cheung & Chu, CPA May 2015 - June 2015
Amazon August 2014 - May 2015
Course Hero, Inc. April 2014 - January 2015
Preston Todd Advisors September 2014 - December 2014
Wanderu, Inc May 2014 - August 2014
Rolling Hills Day Camp June 2013 - August 2013
Private Tennis Coaching April 2013 - August 2013
Monmouth Chinese School September 2011 - August 2013
Skills
PowerPoint, Team Leadership, Microsoft Office, Social Media, Research, Microsoft Excel, Social Networking, Accounting, Management, Data Analysis, Blogging, Analysis, Business Development, Market Research, Leadership
Education
Northeastern University 2013 — 2018
Bachelor of Science (BS), Finance and Accounting, 3.72 GPA
Marlboro High School 2009 — 2013
High School Diploma
William Roeder's Preston Todd Advisors Experience January 2015 - May 2015
Job Municipal Credit Research Intern at Eaton Vance
Industry Financial Services
Experience
Boston University Dining Services September 2013 - Present
Eaton Vance June 2015 - August 2015
Preston Todd Advisors January 2015 - May 2015
Skills
Research, Microsoft Office, Teamwork, Data Analysis, Event Planning, Student Affairs, Budgets, Critical Thinking, Due Diligence, Financial Analysis, Credit Analysis, Public Speaking, Analysis, Leadership
Education
Boston University Questrom School of Business 2012 — 2016
BSBA, Finance
East Brunswick High School 2008 — 2012
Boston University Dining Services September 2013 - Present
Eaton Vance June 2015 - August 2015
Preston Todd Advisors January 2015 - May 2015
Skills
Research, Microsoft Office, Teamwork, Data Analysis, Event Planning, Student Affairs, Budgets, Critical Thinking, Due Diligence, Financial Analysis, Credit Analysis, Public Speaking, Analysis, Leadership
Education
Boston University Questrom School of Business 2012 — 2016
BSBA, Finance
East Brunswick High School 2008 — 2012
Lubomir Svetiev's Preston Todd Advisors Experience May 2013 - August 2013
Job Student at Bentley University
Industry Financial Services
Experience
Actifio June 2014 - Present
Bentley University August 2011 - Present
Bentley University January 2013 - January 2014
Preston Todd Advisors May 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Financial Reporting, Microsoft Office, Microsoft Word, Budgets, Financial Analysis, Financial Modeling, Analysis, Economics, Finance, Data Analysis, Bloomberg, Bloomberg Terminal, Access, HTML, Salesforce.com
Education
Bentley University 2011 — 2015
Bachelor of Science (BS), Major: Finance, Minor: Computer Information Systems
Actifio June 2014 - Present
Bentley University August 2011 - Present
Bentley University January 2013 - January 2014
Preston Todd Advisors May 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Financial Reporting, Microsoft Office, Microsoft Word, Budgets, Financial Analysis, Financial Modeling, Analysis, Economics, Finance, Data Analysis, Bloomberg, Bloomberg Terminal, Access, HTML, Salesforce.com
Education
Bentley University 2011 — 2015
Bachelor of Science (BS), Major: Finance, Minor: Computer Information Systems
Michael Brandon's Preston Todd Advisors Experience September 2014 - December 2014
Job Finance Intern at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
Preston Todd Advisors September 2014 - December 2014
Dedham Health and Athletic Complex December 2011 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java, HTML, English, C, Leadership, Finance, Time Management, Outlook
Education
Bentley University 2012 — 2016
Xaverian Brothers High School
Ameriprise Financial Services, Inc. May 2014 - Present
Preston Todd Advisors September 2014 - December 2014
Dedham Health and Athletic Complex December 2011 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java, HTML, English, C, Leadership, Finance, Time Management, Outlook
Education
Bentley University 2012 — 2016
Xaverian Brothers High School
Baran Ozdemir's Preston Todd Advisors Experience January 2013 - April 2013
Job Product Management Development Program at Liberty Mutual
Industry Insurance
Experience
Liberty Mutual Insurance January 2015 - Present
Veloxity One LLC. October 2013 - Present
EMC June 2014 - August 2014
Move, Inc June 2013 - August 2013
Preston Todd Advisors January 2013 - April 2013
City of San Jose June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, MS Excel Pivot Tables, FactSet, SAP, Peachtree, Microsoft Word, Outlook, Logic Pro, FL Studio, Bloomberg Terminal, Photoshop, Java, Statistical Data..., Big Data, Optimization, ForeSee, Survey Research, TestTrack, Data Analysis, Microsoft Office, Research
Education
Bentley University 2011 — 2014
The Harker School (High School) 2007 — 2011
Liberty Mutual Insurance January 2015 - Present
Veloxity One LLC. October 2013 - Present
EMC June 2014 - August 2014
Move, Inc June 2013 - August 2013
Preston Todd Advisors January 2013 - April 2013
City of San Jose June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, MS Excel Pivot Tables, FactSet, SAP, Peachtree, Microsoft Word, Outlook, Logic Pro, FL Studio, Bloomberg Terminal, Photoshop, Java, Statistical Data..., Big Data, Optimization, ForeSee, Survey Research, TestTrack, Data Analysis, Microsoft Office, Research
Education
Bentley University 2011 — 2014
The Harker School (High School) 2007 — 2011
Emily LeBarron's Preston Todd Advisors Experience January 2012 - May 2012
Job Associate Project Manager at Velir
Industry Marketing and Advertising
Experience
Velir June 2015 - Present
Mullen September 2014 - December 2014
Saratoga Living Magazine June 2014 - August 2014
Six Degrees Marketing Group June 2014 - August 2014
Questex Media Group January 2014 - May 2014
Bentley University March 2012 - June 2012
Preston Todd Advisors January 2012 - May 2012
Ernst & Young March 2012 - April 2012
Skills
PowerPoint, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Public Speaking, Data Analysis, Facebook, Outlook, Social Media, Microsoft Publisher, Access, Photoshop
Education
Bentley University 2011 — 2015
Marketing, Minor in Information Design and Corporate Communication
Lorenzo de’ Medici 2013 — 2013
Study Abroad
Ballston Spa High School 2007 — 2011
Velir June 2015 - Present
Mullen September 2014 - December 2014
Saratoga Living Magazine June 2014 - August 2014
Six Degrees Marketing Group June 2014 - August 2014
Questex Media Group January 2014 - May 2014
Bentley University March 2012 - June 2012
Preston Todd Advisors January 2012 - May 2012
Ernst & Young March 2012 - April 2012
Skills
PowerPoint, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Public Speaking, Data Analysis, Facebook, Outlook, Social Media, Microsoft Publisher, Access, Photoshop
Education
Bentley University 2011 — 2015
Marketing, Minor in Information Design and Corporate Communication
Lorenzo de’ Medici 2013 — 2013
Study Abroad
Ballston Spa High School 2007 — 2011
Siegfried Letsch's Preston Todd Advisors Experience September 2011 - December 2011
Job Investment Banking Analyst at Oppenheimer & Co., Inc.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. November 2014 - Present
HCP Pacific Asset Management LLC January 2014 - October 2014
Kelmar Associates February 2012 - January 2014
Kelmar Associates January 2012 - July 2012
Qvidian October 2011 - December 2011
Preston Todd Advisors September 2011 - December 2011
Red Rock Enterprises May 2009 - September 2010
Kenny-Dale Painting June 2008 - August 2008
Skills
Auditing, Financial Analysis, Microsoft Excel, Financial Modeling, Corporate Finance, Bloomberg Terminal, Access, Valuation, Financial Statement..., Business Strategy, Research, SQL, Financial Risk, Competitive Analysis, Due Diligence, Management, Investments, Consulting, Leadership, Forecasting, Mergers, Capital Markets, Investment Banking
Education
Bentley University 2008 — 2012
Bachelor of Science, Corporate Finance and Accounting, Liberal Studies; Global Perspectives
Vienna University of Economics and Business 2011 — 2011
Oppenheimer & Co. Inc. November 2014 - Present
HCP Pacific Asset Management LLC January 2014 - October 2014
Kelmar Associates February 2012 - January 2014
Kelmar Associates January 2012 - July 2012
Qvidian October 2011 - December 2011
Preston Todd Advisors September 2011 - December 2011
Red Rock Enterprises May 2009 - September 2010
Kenny-Dale Painting June 2008 - August 2008
Skills
Auditing, Financial Analysis, Microsoft Excel, Financial Modeling, Corporate Finance, Bloomberg Terminal, Access, Valuation, Financial Statement..., Business Strategy, Research, SQL, Financial Risk, Competitive Analysis, Due Diligence, Management, Investments, Consulting, Leadership, Forecasting, Mergers, Capital Markets, Investment Banking
Education
Bentley University 2008 — 2012
Bachelor of Science, Corporate Finance and Accounting, Liberal Studies; Global Perspectives
Vienna University of Economics and Business 2011 — 2011
Christine C. McGuire Christine C. McGuire's Preston Todd Advisors Experience January 2014 - May 2014
Job Licensed Real Estate Salesperson at Halstead Property
Industry Real Estate
Experience
Halstead Property May 2015 - Present
AIRINC January 2015 - March 2015
Modera Wealth Management, LLC June 2014 - December 2014
Preston Todd Advisors January 2014 - May 2014
Shenorock Shore Club June 2011 - August 2013
Skills
Microsoft Excel, Microsoft Word, Creative Direction, Teaching, PowerPoint, Microsoft Office, Management, Finance, Budgets, Social Media, Event Planning, Social Networking, Stata, Public Speaking, Facebook, Research, Leadership
Education
Boston College 2011 — 2015
Bachelor's Degree, Major in Economics, Minor in Philosophy
Università Commerciale 'Luigi Bocconi'
Convent of the Sacred Heart, Greenwich 2007 — 2011
Halstead Property May 2015 - Present
AIRINC January 2015 - March 2015
Modera Wealth Management, LLC June 2014 - December 2014
Preston Todd Advisors January 2014 - May 2014
Shenorock Shore Club June 2011 - August 2013
Skills
Microsoft Excel, Microsoft Word, Creative Direction, Teaching, PowerPoint, Microsoft Office, Management, Finance, Budgets, Social Media, Event Planning, Social Networking, Stata, Public Speaking, Facebook, Research, Leadership
Education
Boston College 2011 — 2015
Bachelor's Degree, Major in Economics, Minor in Philosophy
Università Commerciale 'Luigi Bocconi'
Convent of the Sacred Heart, Greenwich 2007 — 2011
Charlotte O'Donnelly's Preston Todd Advisors Experience September 2014 - June 2015
Job Associate Consultant Coop at Endeavour Partners
Industry Information Technology and Services
Experience
Endeavour Partners July 2015 - Present
Preston Todd Advisors September 2014 - June 2015
Reebok January 2014 - June 2014
Wayfair January 2013 - June 2013
FUJIFILM Electronic Materials U.S.A., Inc. July 2012 - August 2012
Northeastern University November 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Writing, Analytics, People Skills, Teamwork, Independent Thinking, Customer Service, Organization, Competitive Analysis, Trend Analysis, Market Research
Education
Northeastern University 2011 — 2016
Bachelor of Science (B.S.), Management Information Systems, Marketing, Law
Universidad EARTH 2014 — 2014
Sustainable Business Practices
East Greenwich High School 2007 — 2011
Endeavour Partners July 2015 - Present
Preston Todd Advisors September 2014 - June 2015
Reebok January 2014 - June 2014
Wayfair January 2013 - June 2013
FUJIFILM Electronic Materials U.S.A., Inc. July 2012 - August 2012
Northeastern University November 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Writing, Analytics, People Skills, Teamwork, Independent Thinking, Customer Service, Organization, Competitive Analysis, Trend Analysis, Market Research
Education
Northeastern University 2011 — 2016
Bachelor of Science (B.S.), Management Information Systems, Marketing, Law
Universidad EARTH 2014 — 2014
Sustainable Business Practices
East Greenwich High School 2007 — 2011
Jean Vargas's Preston Todd Advisors Experience September 2013 - December 2013
Job Recent Graduate Boston College Wallace E. Carroll School of Management
Industry Financial Services
Experience
Cleary Gottlieb Steen & Hamilton LLP September 2014 - Present
Preston Todd Advisors September 2013 - December 2013
Pfizer May 2011 - August 2011
Education
Boston College 2010 — 2014
Bachelor's Degree, Finance, Leadership & Management
Cleary Gottlieb Steen & Hamilton LLP September 2014 - Present
Preston Todd Advisors September 2013 - December 2013
Pfizer May 2011 - August 2011
Education
Boston College 2010 — 2014
Bachelor's Degree, Finance, Leadership & Management
Sam Kallmerten's Preston Todd Advisors Experience February 2011 - April 2011
Job Leasing Representative at Brixmor Property
Industry Real Estate
Experience
Brixmor Property Group September 2011 - Present
Meridian Realty Group, LLC September 2010 - September 2011
Preston Todd Advisors February 2011 - April 2011
Boston Partners Financial Group May 2010 - September 2010
Education
Bentley University 2007 — 2011
Bachelor, Economics- Finance (Major) Law (Minor)
JTR Global School for Professional Development
Leasing II
BU Center For Professional Education
Certificate in Commercial Real Estate
Brixmor Property Group September 2011 - Present
Meridian Realty Group, LLC September 2010 - September 2011
Preston Todd Advisors February 2011 - April 2011
Boston Partners Financial Group May 2010 - September 2010
Education
Bentley University 2007 — 2011
Bachelor, Economics- Finance (Major) Law (Minor)
JTR Global School for Professional Development
Leasing II
BU Center For Professional Education
Certificate in Commercial Real Estate
Brian Kilbride Brian Kilbride's Preston Todd Advisors Experience May 2011 - September 2011
Job Portfolio Analyst at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management August 2015 - Present
Manulife Asset Management July 2014 - July 2015
CME Group May 2013 - April 2014
Global Partners LP June 2012 - August 2012
Preston Todd Advisors May 2011 - September 2011
Education
Bentley University 2010 — 2014
Bachelor of Science (BS)
Copenhagen Business School 2012 — 2012
Manulife Asset Management August 2015 - Present
Manulife Asset Management July 2014 - July 2015
CME Group May 2013 - April 2014
Global Partners LP June 2012 - August 2012
Preston Todd Advisors May 2011 - September 2011
Education
Bentley University 2010 — 2014
Bachelor of Science (BS)
Copenhagen Business School 2012 — 2012
Christopher McKinney's Preston Todd Advisors Experience January 2014 - May 2014
Job Student at Boston College
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - August 2015
Boston College September 2014 - May 2015
Consult Your Community November 2013 - May 2015
State Street June 2014 - April 2015
Preston Todd Advisors January 2014 - May 2014
Summer Fenn Day Camp June 2013 - August 2013
Diamond Diagnostics June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Time Management, Marketing, Problem Solving, Consulting, Microsoft Office, Market Research, Social Media, PowerPoint, Critical Thinking
Education
Boston College - Carroll School of Management 2012 — 2016
Bachelor of Science (BS), Finance, GPA: 3.967
Groton-Dunstable Regional High School 2008 — 2012
High School Diploma
Bank of America Merrill Lynch June 2015 - August 2015
Boston College September 2014 - May 2015
Consult Your Community November 2013 - May 2015
State Street June 2014 - April 2015
Preston Todd Advisors January 2014 - May 2014
Summer Fenn Day Camp June 2013 - August 2013
Diamond Diagnostics June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Time Management, Marketing, Problem Solving, Consulting, Microsoft Office, Market Research, Social Media, PowerPoint, Critical Thinking
Education
Boston College - Carroll School of Management 2012 — 2016
Bachelor of Science (BS), Finance, GPA: 3.967
Groton-Dunstable Regional High School 2008 — 2012
High School Diploma
Alexander Alario's Preston Todd Advisors Experience September 2013 - December 2013
Job Equity Research Intern at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds June 2015 - August 2015
Mediacom Communications June 2014 - August 2014
Preston Todd Advisors September 2013 - December 2013
Certified Financial Services July 2013 - August 2013
Alteva June 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Teamwork, HTML, Sales, Data Analysis, Leadership, Facebook, Finance, Research, Financial Analysis, Financial Modeling
Education
Bentley University 2012 — 2016
Candidate for BS, Economics-Finance, 3.48
Warwick Valley High School 2010 — 2012
High School Diploma
The Westminster School 2009 — 2010
Tuxedo Park School 1996 — 2008
OppenheimerFunds June 2015 - August 2015
Mediacom Communications June 2014 - August 2014
Preston Todd Advisors September 2013 - December 2013
Certified Financial Services July 2013 - August 2013
Alteva June 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Teamwork, HTML, Sales, Data Analysis, Leadership, Facebook, Finance, Research, Financial Analysis, Financial Modeling
Education
Bentley University 2012 — 2016
Candidate for BS, Economics-Finance, 3.48
Warwick Valley High School 2010 — 2012
High School Diploma
The Westminster School 2009 — 2010
Tuxedo Park School 1996 — 2008
Chris Scutti's Preston Todd Advisors Experience May 2013 - August 2013
Job Associate at DDJ Capital Management
Industry Investment Management
Experience
DDJ Capital Management July 2015 - Present
Randstad Technologies US October 2014 - July 2015
Bentley University September 2010 - May 2014
Preston Todd Advisors May 2013 - August 2013
Skills
Leadership, Finance, Strategy, Forecasting, Economics, Sales, Analysis, Strategic Partnerships, Bloomberg Terminal, Mandarin, Mergers & Acquisitions, Fundraising, Financial Econometrics, Valuation, Financial Modeling, Start-up Ventures, Data Analysis, FactSet SPAR
Education
Bentley University 2010 — 2014
B.S., Economics-Finance, Chinese
Boston College High School 2006 — 2010
DDJ Capital Management July 2015 - Present
Randstad Technologies US October 2014 - July 2015
Bentley University September 2010 - May 2014
Preston Todd Advisors May 2013 - August 2013
Skills
Leadership, Finance, Strategy, Forecasting, Economics, Sales, Analysis, Strategic Partnerships, Bloomberg Terminal, Mandarin, Mergers & Acquisitions, Fundraising, Financial Econometrics, Valuation, Financial Modeling, Start-up Ventures, Data Analysis, FactSet SPAR
Education
Bentley University 2010 — 2014
B.S., Economics-Finance, Chinese
Boston College High School 2006 — 2010
Connor Neumann's Preston Todd Advisors Experience September 2014 - December 2014
Job Bentley University Student Actively Seeking Internship Opportunities
Industry Investment Banking
Experience
Preston Todd Advisors September 2014 - December 2014
Northwestern Mutual May 2014 - August 2014
Skills
Analysis, Bloomberg Terminal, Critical Thinking, Teamwork, Financial Analysis, Microsoft Excel, Economics, PowerPoint, Public Speaking
Education
Bentley University 2013 — 2017
Finance, General
Hinsdale Central High School 2009 — 2013
High School Diploma
Preston Todd Advisors September 2014 - December 2014
Northwestern Mutual May 2014 - August 2014
Skills
Analysis, Bloomberg Terminal, Critical Thinking, Teamwork, Financial Analysis, Microsoft Excel, Economics, PowerPoint, Public Speaking
Education
Bentley University 2013 — 2017
Finance, General
Hinsdale Central High School 2009 — 2013
High School Diploma
Gautam Sawant's Preston Todd Advisors Experience May 2012 - August 2012
Job Corporate Audit Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
BAE Systems May 2013 - August 2013
Preston Todd Advisors May 2012 - August 2012
Options Group June 2011 - August 2011
Skills
Microsoft Office, Excel, PowerPoint, Outlook, Factset, Discovery, Access, Microsoft Excel, CRM, Public Speaking, Financial Modeling
Education
Bentley University 2010 — 2014
Bachelors, Economics & Finance
Coral reef senior high
Fidelity Investments June 2014 - Present
BAE Systems May 2013 - August 2013
Preston Todd Advisors May 2012 - August 2012
Options Group June 2011 - August 2011
Skills
Microsoft Office, Excel, PowerPoint, Outlook, Factset, Discovery, Access, Microsoft Excel, CRM, Public Speaking, Financial Modeling
Education
Bentley University 2010 — 2014
Bachelors, Economics & Finance
Coral reef senior high
Anthony Malatesta's Preston Todd Advisors Experience June 2012 - Present
Job Payments Industry Analyst, M&A Advisory, Bankcard Portfolio Valuations
Industry Financial Services
Experience
MerchantPortfolios.com June 2012 - Present
Preston Todd Advisors June 2012 - Present
Skills
PowerPoint, Microsoft Word, Financial Modeling, Financial Analysis, Leadership, Valuation, Customer Service, Teamwork, Research, Strategy, Finance
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Finance, General, Overall: 3.37 Major: 3.45 Minor 3.85
MerchantPortfolios.com June 2012 - Present
Preston Todd Advisors June 2012 - Present
Skills
PowerPoint, Microsoft Word, Financial Modeling, Financial Analysis, Leadership, Valuation, Customer Service, Teamwork, Research, Strategy, Finance
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Finance, General, Overall: 3.37 Major: 3.45 Minor 3.85
William Musserian's Preston Todd Advisors Experience January 2015 - May 2015
Job Intern at Federal Reserve Bank of Boston
Industry Retail
Experience
Federal Reserve Bank of Boston June 2015 - August 2015
Starbucks July 2012 - June 2015
Preston Todd Advisors January 2015 - May 2015
Analysis Group 2015 - 2015
Bentley University 2012 - 2013
Romney for President January 2012 - November 2012
Belmont Country Club September 2011 - January 2012
United States Senator Scott P. Brown (R-MA) August 2011 - January 2012
Skills
Fundraising, Management, Leadership, Accounting, Finance, Databases, Politics, PowerPoint, Microsoft Excel, Facebook, Microsoft Word, Microsoft Office, Social Media, Investments, Event Planning, Time Management, Stata
Education
Boston College 2013 — 2016
Bachelor of Arts (B.A.), Economics
Bentley University 2012 — 2013
Belmont High School 2008 — 2012
Federal Reserve Bank of Boston June 2015 - August 2015
Starbucks July 2012 - June 2015
Preston Todd Advisors January 2015 - May 2015
Analysis Group 2015 - 2015
Bentley University 2012 - 2013
Romney for President January 2012 - November 2012
Belmont Country Club September 2011 - January 2012
United States Senator Scott P. Brown (R-MA) August 2011 - January 2012
Skills
Fundraising, Management, Leadership, Accounting, Finance, Databases, Politics, PowerPoint, Microsoft Excel, Facebook, Microsoft Word, Microsoft Office, Social Media, Investments, Event Planning, Time Management, Stata
Education
Boston College 2013 — 2016
Bachelor of Arts (B.A.), Economics
Bentley University 2012 — 2013
Belmont High School 2008 — 2012
Brendan Faley's Preston Todd Advisors Experience January 2015 - May 2015
Job Student at Boston College
Industry
Experience
Wintrust Financial Corporation July 2015 - August 2015
Preston Todd Advisors January 2015 - May 2015
PwC January 2015 - January 2015
Citizens for Bruce Rauner, Inc. June 2014 - August 2014
Skills
Microsoft Office, Microsoft Word, Social Networking, Social Media, Microsoft Excel, PowerPoint, Leadership, Group Work, Research, Public Speaking
Education
Boston College 2014 — 2018
Bachelor's Degree, Accounting and Finance
Maine South High School 2010 — 2014
Wintrust Financial Corporation July 2015 - August 2015
Preston Todd Advisors January 2015 - May 2015
PwC January 2015 - January 2015
Citizens for Bruce Rauner, Inc. June 2014 - August 2014
Skills
Microsoft Office, Microsoft Word, Social Networking, Social Media, Microsoft Excel, PowerPoint, Leadership, Group Work, Research, Public Speaking
Education
Boston College 2014 — 2018
Bachelor's Degree, Accounting and Finance
Maine South High School 2010 — 2014
Lane Gordon's Preston Todd Advisors Experience August 2006 - Present
Job Mergers and Acquisitions Specialist | Payments Industry M&A | Exit Strategy Planning
Industry Investment Banking
Experience
Preston Todd Advisors August 2006 - Present
Merchant Portfolios July 2006 - Present
Pipeline Data Inc. October 2003 - June 2006
Decathlon USA Inc. May 2001 - October 2003
Adams Road Management October 1993 - May 2001
Skills
Negotiation, M&A experience, Payments, Mergers, Mergers & Acquisitions, Market Research, Contract Negotiation, mergers and acquisitions, Deal Sourcing, M&A execution, Business Acquisition, International M&A, Target Identification, Rainmaker, deal origination..., Payment Systems, Business Development, Deal Closure, Credit Cards, Transaction Processing, Payment Card Processing, Mobile Payments, Portfolio Management, SaaS, Acquisition Integration, Deal Execution, Entrepreneurship, Executive Management, Strategy, Management, Sales, Corporate Finance, Venture Capital, Corporate Development, Turn Around Management, Start-ups, Valuation, Strategic Partnerships, International Business, Global Business..., Private Equity, Financial Technology
Education
Massachusetts Institute of Technology
MS, Finance
Carnegie Mellon University
BS, Management and Economics / French Minor
College International de Cannes
French Studies
Preston Todd Advisors August 2006 - Present
Merchant Portfolios July 2006 - Present
Pipeline Data Inc. October 2003 - June 2006
Decathlon USA Inc. May 2001 - October 2003
Adams Road Management October 1993 - May 2001
Skills
Negotiation, M&A experience, Payments, Mergers, Mergers & Acquisitions, Market Research, Contract Negotiation, mergers and acquisitions, Deal Sourcing, M&A execution, Business Acquisition, International M&A, Target Identification, Rainmaker, deal origination..., Payment Systems, Business Development, Deal Closure, Credit Cards, Transaction Processing, Payment Card Processing, Mobile Payments, Portfolio Management, SaaS, Acquisition Integration, Deal Execution, Entrepreneurship, Executive Management, Strategy, Management, Sales, Corporate Finance, Venture Capital, Corporate Development, Turn Around Management, Start-ups, Valuation, Strategic Partnerships, International Business, Global Business..., Private Equity, Financial Technology
Education
Massachusetts Institute of Technology
MS, Finance
Carnegie Mellon University
BS, Management and Economics / French Minor
College International de Cannes
French Studies
Eric Koch Eric Koch's Preston Todd Advisors Experience September 2011 - January 2012
Job Financial Analyst at LitePoint
Industry Financial Services
Experience
LitePoint March 2015 - Present
Teradyne June 2012 - Present
Preston Todd Advisors September 2011 - January 2012
Self-employment May 2008 - September 2011
Lenz Vineyards May 2009 - September 2009
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Economics-Finance
Wirtschaftsuniversität Wien 2011 — 2011
Mattituck High School
Advanced Regents Diploma, Academic
LitePoint March 2015 - Present
Teradyne June 2012 - Present
Preston Todd Advisors September 2011 - January 2012
Self-employment May 2008 - September 2011
Lenz Vineyards May 2009 - September 2009
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Economics-Finance
Wirtschaftsuniversität Wien 2011 — 2011
Mattituck High School
Advanced Regents Diploma, Academic
Andrew Crow Andrew Crow's Preston Todd Advisors Experience September 2012 - December 2012
Job Consultant PC at Deloitte Consulting
Industry Financial Services
Experience
Deloitte Consulting August 2015 - Present
Deloitte Consulting June 2014 - Present
Pearl Meyer & Partners June 2013 - December 2013
Preston Todd Advisors September 2012 - December 2012
Morgan Stanley Wealth Management September 2012 - December 2012
Liberty Mutual Insurance June 2012 - September 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Outlook, Public Speaking
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Economics and Finance, Junior
Solon High School
Solon High School
Universitat Autònoma de Barcelona
International Business
Deloitte Consulting August 2015 - Present
Deloitte Consulting June 2014 - Present
Pearl Meyer & Partners June 2013 - December 2013
Preston Todd Advisors September 2012 - December 2012
Morgan Stanley Wealth Management September 2012 - December 2012
Liberty Mutual Insurance June 2012 - September 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Outlook, Public Speaking
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Economics and Finance, Junior
Solon High School
Solon High School
Universitat Autònoma de Barcelona
International Business
Edward Kirby's Preston Todd Advisors Experience June 2011 - December 2011
Job Analyst at US Bank
Industry Financial Services
Experience
US Bank January 2015 - Present
US Bank June 2013 - December 2014
O'Connor & Drew, P.C. May 2012 - August 2012
Preston Todd Advisors June 2011 - December 2011
Skills
CCH ProSystem fx, Microsoft Office, SAP, Audit Trail, Livewire, SEI Trust 3000, TRACS, Microsoft Excel, Financial Analysis
Education
Bentley University 2009 — 2013
BS, Corporate Finance & Accounting
US Bank January 2015 - Present
US Bank June 2013 - December 2014
O'Connor & Drew, P.C. May 2012 - August 2012
Preston Todd Advisors June 2011 - December 2011
Skills
CCH ProSystem fx, Microsoft Office, SAP, Audit Trail, Livewire, SEI Trust 3000, TRACS, Microsoft Excel, Financial Analysis
Education
Bentley University 2009 — 2013
BS, Corporate Finance & Accounting
Huiying Yue's Preston Todd Advisors Experience January 2014 - Present
Job Merger & Acquisition Spring Intern at Preston Todd Advisors
Industry Accounting
Experience
Preston Todd Advisors January 2014 - Present
Boston University May 2013 - Present
Boston University School of Management December 2012 - Present
HSBC Global Banking and Markets June 2014 - August 2014
Commerzbank AG June 2013 - August 2013
Skills
Chinese, Financial Analysis, Financial Reporting, Corporate Finance
Education
Boston University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Boston University 2011 — 2015
Bachelor's degree, Economics
Preston Todd Advisors January 2014 - Present
Boston University May 2013 - Present
Boston University School of Management December 2012 - Present
HSBC Global Banking and Markets June 2014 - August 2014
Commerzbank AG June 2013 - August 2013
Skills
Chinese, Financial Analysis, Financial Reporting, Corporate Finance
Education
Boston University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Boston University 2011 — 2015
Bachelor's degree, Economics
Madison Paxton's Preston Todd Advisors Experience February 2011 - May 2011
Job Underwriter at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance June 2012 - Present
Liberty Mutual May 2011 - May 2012
Bentley Microfinance Group December 2009 - May 2012
Preston Todd Advisors February 2011 - May 2011
People Respecting Individuality & Diversity through Education September 2010 - May 2011
Skills
Underwriting
Education
Bentley University 2008 — 2012
Bachelor of Science, Economics-Finance, Cum Laude
Liberty Mutual Insurance June 2012 - Present
Liberty Mutual May 2011 - May 2012
Bentley Microfinance Group December 2009 - May 2012
Preston Todd Advisors February 2011 - May 2011
People Respecting Individuality & Diversity through Education September 2010 - May 2011
Skills
Underwriting
Education
Bentley University 2008 — 2012
Bachelor of Science, Economics-Finance, Cum Laude
Mohit Bhatia's Preston Todd Advisors Experience March 2013 - May 2013
Job Student at Bentley University
Industry
Experience
Dow Jones and Company June 2015 - August 2015
Miu & Co. May 2014 - August 2014
reNew Jersey Stronger June 2013 - July 2013
Preston Todd Advisors March 2013 - May 2013
ThatFreshSociety.com January 2012 - August 2012
Zippo Manufacturing Company June 2011 - August 2011
Skills
Social Media, Microsoft Office, Leadership, Public Speaking, Teamwork, French, Bloomberg, QuickBooks, ProSeries, SAP ERP, Process Modeling
Education
Bentley University 2012 — 2016
Candidate for Bachelor of Science, Economics-Finance, May 2016
Audencia Nantes Ecole de Management 2014 — 2014
Grande Ecole Exchange Program
OpenDoor 2013 — 2014
Bank of America Merrill Lynch: Inside an Investment Bank, Finance
East Brunswick High School 2008 — 2012
Diploma
Dow Jones and Company June 2015 - August 2015
Miu & Co. May 2014 - August 2014
reNew Jersey Stronger June 2013 - July 2013
Preston Todd Advisors March 2013 - May 2013
ThatFreshSociety.com January 2012 - August 2012
Zippo Manufacturing Company June 2011 - August 2011
Skills
Social Media, Microsoft Office, Leadership, Public Speaking, Teamwork, French, Bloomberg, QuickBooks, ProSeries, SAP ERP, Process Modeling
Education
Bentley University 2012 — 2016
Candidate for Bachelor of Science, Economics-Finance, May 2016
Audencia Nantes Ecole de Management 2014 — 2014
Grande Ecole Exchange Program
OpenDoor 2013 — 2014
Bank of America Merrill Lynch: Inside an Investment Bank, Finance
East Brunswick High School 2008 — 2012
Diploma
Omair Pasha's Preston Todd Advisors Experience September 2013 - December 2013
Job Corporate Banking Trainee at United Bank Limited
Industry Financial Services
Experience
United Bank Limited July 2015 - Present
State Street January 2015 - Present
Sapient August 2014 - October 2014
Bentley University September 2010 - May 2014
Preston Todd Advisors September 2013 - December 2013
Social Policy & Development Centre June 2013 - August 2013
Silkbank Limited (Pakistan) June 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Business Economics, Economics, Finance, Corporate Finance, Forecasting, Investments, Financial Statements, Loans, Bloomberg, Equity Research, Valuation, Econometrics, Statistics, Data Analysis, Bloomberg Terminal, Access, Stata, Capital IQ
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Economics-Finance
Karachi American School 2006 — 2010
High School
United Bank Limited July 2015 - Present
State Street January 2015 - Present
Sapient August 2014 - October 2014
Bentley University September 2010 - May 2014
Preston Todd Advisors September 2013 - December 2013
Social Policy & Development Centre June 2013 - August 2013
Silkbank Limited (Pakistan) June 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Business Economics, Economics, Finance, Corporate Finance, Forecasting, Investments, Financial Statements, Loans, Bloomberg, Equity Research, Valuation, Econometrics, Statistics, Data Analysis, Bloomberg Terminal, Access, Stata, Capital IQ
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Economics-Finance
Karachi American School 2006 — 2010
High School
Alexander Fries's Preston Todd Advisors Experience January 2014 - May 2014
Job Investment Banking Summer Analyst at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. June 2015 - Present
Berwind Private Equity May 2014 - August 2014
Preston Todd Advisors January 2014 - May 2014
Morrissey Goodale LLC September 2013 - January 2014
Andrew D. Lee & Co. September 2013 - January 2014
Benedict Miller May 2013 - August 2013
Mears and McCullough October 2010 - August 2012
Skills
Microsoft Office, Finance, Microsoft Excel, PowerPoint, Leadership, Time Management, Microsoft Word, Investments, Corporate Finance, Portfolio Management, Financial Analysis, Teamwork, Business Planning, Mergers, Financial Modeling, Valuation, Entrepreneurship, Management, Economics, Equities, Fixed Income, Private Equity, Investment Management
Education
Babson College 2012 — 2016
Bachelor's degree, Finance, General
Cranford High School 2008 — 2012
High School Diploma, High School/Secondary Diplomas and Certificates, Honor Roll
Oppenheimer & Co. Inc. June 2015 - Present
Berwind Private Equity May 2014 - August 2014
Preston Todd Advisors January 2014 - May 2014
Morrissey Goodale LLC September 2013 - January 2014
Andrew D. Lee & Co. September 2013 - January 2014
Benedict Miller May 2013 - August 2013
Mears and McCullough October 2010 - August 2012
Skills
Microsoft Office, Finance, Microsoft Excel, PowerPoint, Leadership, Time Management, Microsoft Word, Investments, Corporate Finance, Portfolio Management, Financial Analysis, Teamwork, Business Planning, Mergers, Financial Modeling, Valuation, Entrepreneurship, Management, Economics, Equities, Fixed Income, Private Equity, Investment Management
Education
Babson College 2012 — 2016
Bachelor's degree, Finance, General
Cranford High School 2008 — 2012
High School Diploma, High School/Secondary Diplomas and Certificates, Honor Roll
Steven Benfante's Preston Todd Advisors Experience September 2013 - December 2013
Job Valuation Associate at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP September 2014 - Present
Preston Todd Advisors September 2013 - December 2013
AXA Advisors June 2013 - August 2013
Skills
Finance, Mergers & Acquisitions, Salesforce.com, Insurance, Sales, Research, Financial Modeling, Valuation, Financial Analysis, Fixed Annuities, Corporate Finance, Bloomberg, Data Analysis, Relationship Management, Teamwork, Bloomberg Terminal, Microsoft Excel, PowerPoint, Team Building, Disaster Recovery, Communication
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Economics-Finance
Bond University 2012 — 2012
Grant Thornton LLP September 2014 - Present
Preston Todd Advisors September 2013 - December 2013
AXA Advisors June 2013 - August 2013
Skills
Finance, Mergers & Acquisitions, Salesforce.com, Insurance, Sales, Research, Financial Modeling, Valuation, Financial Analysis, Fixed Annuities, Corporate Finance, Bloomberg, Data Analysis, Relationship Management, Teamwork, Bloomberg Terminal, Microsoft Excel, PowerPoint, Team Building, Disaster Recovery, Communication
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Economics-Finance
Bond University 2012 — 2012
Chris Orihuela Chris Orihuela's Preston Todd Advisors Experience May 2011 - May 2013
Job Strategy Senior Analyst at Accenture Strategy
Industry Management Consulting
Experience
Accenture June 2014 - Present
Management Leadership for Tomorrow August 2012 - November 2013
Mondelēz International May 2013 - August 2013
Preston Todd Advisors May 2011 - May 2013
Bentley University January 2011 - January 2013
Education
Bentley University 2010 — 2014
Bachelor of Science
London School of Economics and Political Science 2012 — 2012
Study Abroad
Universitat Pompeu Fabra 2012 — 2012
Study Abroad
County College of Morris 2008 — 2010
Mount Olive High School 2006 — 2010
High School Diploma
Accenture June 2014 - Present
Management Leadership for Tomorrow August 2012 - November 2013
Mondelēz International May 2013 - August 2013
Preston Todd Advisors May 2011 - May 2013
Bentley University January 2011 - January 2013
Education
Bentley University 2010 — 2014
Bachelor of Science
London School of Economics and Political Science 2012 — 2012
Study Abroad
Universitat Pompeu Fabra 2012 — 2012
Study Abroad
County College of Morris 2008 — 2010
Mount Olive High School 2006 — 2010
High School Diploma
Nick Gower Nick Gower's Preston Todd Advisors Experience September 2011 - November 2011
Job Investment Analyst at John Hancock
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) June 2012 - Present
Financial Compass Group October 2011 - April 2012
Preston Todd Advisors September 2011 - November 2011
The Hartford May 2011 - August 2011
Mount Snow December 2009 - January 2011
Hedge Solutions, Inc. 2010 - 2010
Skills
Capital Markets, Credit Analysis, Investments, Financial Modeling, Financial Analysis, Accounting, Bloomberg, Equities, Portfolio Management, Management, Finance, Microsoft Excel
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), Corporate Finance & Accounting, Ethics & Social Responsibility, Cum Laude
Bond University 2010 — 2010
Study Abroad Program, Corporate Finance & Accounting
John Hancock Life Insurance Company (U.S.A.) June 2012 - Present
Financial Compass Group October 2011 - April 2012
Preston Todd Advisors September 2011 - November 2011
The Hartford May 2011 - August 2011
Mount Snow December 2009 - January 2011
Hedge Solutions, Inc. 2010 - 2010
Skills
Capital Markets, Credit Analysis, Investments, Financial Modeling, Financial Analysis, Accounting, Bloomberg, Equities, Portfolio Management, Management, Finance, Microsoft Excel
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), Corporate Finance & Accounting, Ethics & Social Responsibility, Cum Laude
Bond University 2010 — 2010
Study Abroad Program, Corporate Finance & Accounting
Daniel Ryng Daniel Ryng's Preston Todd Advisors Experience February 2011 - May 2011
Job Northeast Power Trader at Noble Americas
Industry Oil & Energy
Experience
Noble Americas September 2015 - Present
Noble Americas January 2015 - Present
Noble Americas May 2013 - January 2015
Noble Americas May 2012 - May 2013
Liberty Mutual May 2011 - August 2011
Preston Todd Advisors February 2011 - May 2011
Northwestern Mutual May 2010 - July 2010
Skills
Equities, Trading, Financial Analysis, Derivatives, Corporate Finance, Risk Management, Investments, Finance, Fixed Income, Microsoft Excel, VBA, Bloomberg Terminal, Commodity, Options, Commodity Markets
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
RMIT University 2010 — 2010
BS Finance, Finance and Liberal Studies
Fairfield Prep 2004 — 2008
HS Degree
Noble Americas September 2015 - Present
Noble Americas January 2015 - Present
Noble Americas May 2013 - January 2015
Noble Americas May 2012 - May 2013
Liberty Mutual May 2011 - August 2011
Preston Todd Advisors February 2011 - May 2011
Northwestern Mutual May 2010 - July 2010
Skills
Equities, Trading, Financial Analysis, Derivatives, Corporate Finance, Risk Management, Investments, Finance, Fixed Income, Microsoft Excel, VBA, Bloomberg Terminal, Commodity, Options, Commodity Markets
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
RMIT University 2010 — 2010
BS Finance, Finance and Liberal Studies
Fairfield Prep 2004 — 2008
HS Degree
Michael Rondinone's Preston Todd Advisors Experience February 2011 - May 2011
Job Assistant Portfolio Manager at Opus Investment Management
Industry Investment Management
Experience
Opus Investment Management July 2014 - Present
Opus Investment Management (The Hanover Insurance Group) June 2012 - June 2014
State Street June 2011 - August 2011
Preston Todd Advisors February 2011 - May 2011
Skills
FactSet, Bloomberg, Market Research, Critical Thinking, Fixed Income, Microsoft Excel, Excel, Intex Solutions, Writing Skills, Team Oriented, Portfolio Management
Education
Bentley University 2008 — 2012
BS, Economics-Finance
Wachusett Regional High School 2004 — 2008
Opus Investment Management July 2014 - Present
Opus Investment Management (The Hanover Insurance Group) June 2012 - June 2014
State Street June 2011 - August 2011
Preston Todd Advisors February 2011 - May 2011
Skills
FactSet, Bloomberg, Market Research, Critical Thinking, Fixed Income, Microsoft Excel, Excel, Intex Solutions, Writing Skills, Team Oriented, Portfolio Management
Education
Bentley University 2008 — 2012
BS, Economics-Finance
Wachusett Regional High School 2004 — 2008
Andrew Scholnick's Preston Todd Advisors Experience September 2013 - May 2014
Job Research Analyst Intern at Shepherd Kaplan LLC
Industry Financial Services
Experience
Bentley University September 2012 - Present
Shepherd Kaplan LLC August 2014 - Present
Morgan Stanley January 2015 - May 2015
Stifel Financial Corp. May 2014 - August 2014
Preston Todd Advisors September 2013 - May 2014
Tedesco Country Club April 2010 - August 2013
Pine Brook Country Club September 2012 - December 2012
Skills
Financial Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Mergers & Acquisitions, Access, Management, Data Analysis, Teamwork, Outlook, Social Media, Leadership
Education
Bentley University 2012 — 2016
Marblehead High School 2008 — 2012
High School Diploma
Bentley University September 2012 - Present
Shepherd Kaplan LLC August 2014 - Present
Morgan Stanley January 2015 - May 2015
Stifel Financial Corp. May 2014 - August 2014
Preston Todd Advisors September 2013 - May 2014
Tedesco Country Club April 2010 - August 2013
Pine Brook Country Club September 2012 - December 2012
Skills
Financial Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Mergers & Acquisitions, Access, Management, Data Analysis, Teamwork, Outlook, Social Media, Leadership
Education
Bentley University 2012 — 2016
Marblehead High School 2008 — 2012
High School Diploma
Zachary Cooper-Vastola's Preston Todd Advisors Experience February 2013 - April 2013
Job Student at Bentley University
Industry Financial Services
Experience
Gold Coast Capital June 2014 - Present
Bentley University September 2012 - Present
National convention services June 2012 - April 2014
Preston Todd Advisors February 2013 - April 2013
Skills
Microsoft Excel, Finance, Microsoft Word, Financial Analysis, Microsoft Office, SPSS, Spanish-speaking, Peachtree, Apple, Chinese, Stock Market Analysis, Economics, International Law, Environmental Law, Stock Trading
Education
Bentley University 2012 — 2016
Economics and Finance
Portledge School
Gold Coast Capital June 2014 - Present
Bentley University September 2012 - Present
National convention services June 2012 - April 2014
Preston Todd Advisors February 2013 - April 2013
Skills
Microsoft Excel, Finance, Microsoft Word, Financial Analysis, Microsoft Office, SPSS, Spanish-speaking, Peachtree, Apple, Chinese, Stock Market Analysis, Economics, International Law, Environmental Law, Stock Trading
Education
Bentley University 2012 — 2016
Economics and Finance
Portledge School
Amanda Creedon's Preston Todd Advisors Experience February 2014 - May 2014
Job J.D. Candidate at Boston College Law School
Industry Legal Services
Experience
Sunstein Kann Murphy & Timbers LLP January 2015 - August 2015
Law offices of Iannella and Mummolo May 2014 - December 2014
New York Life Insurance Company May 2014 - September 2014
Preston Todd Advisors February 2014 - May 2014
McNeil, Gray and Rice January 2014 - May 2014
Skills
Microsoft Office
Education
Boston College Law School 2015 — 2018
Doctor of Law (J.D.)
Boston College 2011 — 2015
Economics
Sunstein Kann Murphy & Timbers LLP January 2015 - August 2015
Law offices of Iannella and Mummolo May 2014 - December 2014
New York Life Insurance Company May 2014 - September 2014
Preston Todd Advisors February 2014 - May 2014
McNeil, Gray and Rice January 2014 - May 2014
Skills
Microsoft Office
Education
Boston College Law School 2015 — 2018
Doctor of Law (J.D.)
Boston College 2011 — 2015
Economics
Luke Chandler's Preston Todd Advisors Experience September 2014 - January 2015
Job Intern to Director of Sustainability at Cell Signaling Technology (CST)
Industry Financial Services
Experience
Cell Signaling Technology (CST) May 2015 - Present
Alpha Pension Group October 2014 - April 2015
Preston Todd Advisors September 2014 - January 2015
YMCA September 2012 - December 2014
YMCA September 2011 - December 2014
devereux beach town of Marblehead June 2011 - September 2014
Skills
Financial Analysis, Economics, Sustainable Energy, Economic Data Analysis, Sustainable Development, Sustainability, Environmental Consulting, Lifeguarding, Cpr Certified, Administering Oxygen..., Nonprofits, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Management, Microsoft Word
Education
Bentley University 2012 — 2016
Bachelor of Economics and Finance
Bentley University 2012 — 2016
Bachelor's degree, Earth, Environment, and Global Sustainability
Cell Signaling Technology (CST) May 2015 - Present
Alpha Pension Group October 2014 - April 2015
Preston Todd Advisors September 2014 - January 2015
YMCA September 2012 - December 2014
YMCA September 2011 - December 2014
devereux beach town of Marblehead June 2011 - September 2014
Skills
Financial Analysis, Economics, Sustainable Energy, Economic Data Analysis, Sustainable Development, Sustainability, Environmental Consulting, Lifeguarding, Cpr Certified, Administering Oxygen..., Nonprofits, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Management, Microsoft Word
Education
Bentley University 2012 — 2016
Bachelor of Economics and Finance
Bentley University 2012 — 2016
Bachelor's degree, Earth, Environment, and Global Sustainability
Zhen (Cristal) Wang's Preston Todd Advisors Experience January 2014 - May 2014
Job Tax Intern at PwC Boston, Treasurer at Global Business Brigades Boston University Chapter
Industry Accounting
Experience
PwC May 2015 - August 2015
Global Brigades, Inc. May 2015 - May 2015
Boston University Questrom School of Business January 2015 - May 2015
Deloitte July 2014 - July 2014
PwC May 2014 - May 2014
EY May 2014 - May 2014
Preston Todd Advisors January 2014 - May 2014
Skills
Microsoft Office, Public Speaking, Accounting, Team Building, Team Leadership, Financial Analysis, Time Management, Bilingual-Chinese, Financial Accounting, Communication, Numerical Ability, Pressure Handling, Microsoft Excel, Microsoft Word, Data Analysis, PowerPoint, Research, Cultural Diversity
Education
Boston University Questrom School of Business 2012 — 2016
Bachelor of Science in Business Administration, Accounting and Finance, 3.76 GPA
PwC May 2015 - August 2015
Global Brigades, Inc. May 2015 - May 2015
Boston University Questrom School of Business January 2015 - May 2015
Deloitte July 2014 - July 2014
PwC May 2014 - May 2014
EY May 2014 - May 2014
Preston Todd Advisors January 2014 - May 2014
Skills
Microsoft Office, Public Speaking, Accounting, Team Building, Team Leadership, Financial Analysis, Time Management, Bilingual-Chinese, Financial Accounting, Communication, Numerical Ability, Pressure Handling, Microsoft Excel, Microsoft Word, Data Analysis, PowerPoint, Research, Cultural Diversity
Education
Boston University Questrom School of Business 2012 — 2016
Bachelor of Science in Business Administration, Accounting and Finance, 3.76 GPA
Nishant P. Sheth's Preston Todd Advisors Experience September 2012 - December 2012
Job Financial Analyst at Newmark Grubb Knight Frank
Industry Commercial Real Estate
Experience
Newmark Grubb Knight Frank July 2014 - Present
Realogy June 2013 - August 2013
Preston Todd Advisors September 2012 - December 2012
Claremont Partners Limited July 2012 - August 2012
Skills
Financial Analysis, Finance, Investments, Microsoft Excel, Economics, Leadership, Mergers & Acquisitions, Essbase, Strategic Planning, Corporate FP&A, Bloomberg Terminal, Microsoft Office, SAP, Data Analysis, Social Media, Capital IQ, Process Improvement, Negotiation, Research, Outlook, Morningstar, CRM, Marketing Strategy, SWOT analysis, Competitive Analysis, Fixed Income
Education
Bentley University 2010 — 2014
Bachelor's Degree, Economics & Finance, Minor: Entrepreneurial Studies
Bernards High School 2006 — 2010
High School Diploma
Newmark Grubb Knight Frank July 2014 - Present
Realogy June 2013 - August 2013
Preston Todd Advisors September 2012 - December 2012
Claremont Partners Limited July 2012 - August 2012
Skills
Financial Analysis, Finance, Investments, Microsoft Excel, Economics, Leadership, Mergers & Acquisitions, Essbase, Strategic Planning, Corporate FP&A, Bloomberg Terminal, Microsoft Office, SAP, Data Analysis, Social Media, Capital IQ, Process Improvement, Negotiation, Research, Outlook, Morningstar, CRM, Marketing Strategy, SWOT analysis, Competitive Analysis, Fixed Income
Education
Bentley University 2010 — 2014
Bachelor's Degree, Economics & Finance, Minor: Entrepreneurial Studies
Bernards High School 2006 — 2010
High School Diploma
William Connell V's Preston Todd Advisors Experience February 2011 - August 2011
Job Finance Leadership Development Program at Thermo Fisher Scientific
Industry Financial Services
Experience
Thermo Fisher Scientific August 2011 - Present
Preston Todd Advisors February 2011 - August 2011
Centurion Holdings LLC June 2010 - August 2010
North Street Management May 2009 - August 2009
G&L Partners LLC June 2006 - August 2006
Education
Bentley University 2007 — 2011
BS, Economics-Finance
Thermo Fisher Scientific August 2011 - Present
Preston Todd Advisors February 2011 - August 2011
Centurion Holdings LLC June 2010 - August 2010
North Street Management May 2009 - August 2009
G&L Partners LLC June 2006 - August 2006
Education
Bentley University 2007 — 2011
BS, Economics-Finance
Jacob Perius's Preston Todd Advisors Experience September 2012 - January 2013
Job Business Student
Industry Management Consulting
Experience
Flinn Scientific May 2013 - September 2013
Preston Todd Advisors September 2012 - January 2013
TRU March 2010 - August 2010
Dominick's March 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Teamwork, Leadership, Social Media, Time Management, Customer Service, Public Speaking, Social Networking
Education
DePaul University 2013 — 2016
Bachelor of Science (B.S.) Management, Entrepreneurship/Entrepreneurial Studies, Senior
Bentley University 2012 — 2013
Bachelor of Science (B.S.) Finance, Freshman
Flinn Scientific May 2013 - September 2013
Preston Todd Advisors September 2012 - January 2013
TRU March 2010 - August 2010
Dominick's March 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Teamwork, Leadership, Social Media, Time Management, Customer Service, Public Speaking, Social Networking
Education
DePaul University 2013 — 2016
Bachelor of Science (B.S.) Management, Entrepreneurship/Entrepreneurial Studies, Senior
Bentley University 2012 — 2013
Bachelor of Science (B.S.) Finance, Freshman