Public Financial Management
Industry: Company
DescriptionPublic Financial Management is a Philadelphia-based public finance financial advisory firm which focuses on asset management and consulting services for municipalities, cities, schools, hospitals and other public entities. The company was founded in 1975 and currently has 35 offices around the country. Founded: 2001 Parent organization: PFM Investment, LLC Subsidiaries: PFM Fund Distributors, PFM Advisors, Cadre Financial Services, Inc.
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Public Financial Management Employees
Georgia Environmental Finance Authority (GEFA) October 2009 - Present
Public Financial Management September 2008 - October 2009
Georgia Environmental Finance Authority (GEFA) August 2001 - September 2008
The Home Depot June 2000 - August 2000
DynCorp I&ET August 1998 - August 1999
Skills
Program Management, Contract Management, Project Management, Government Contracting, Program Development, Financial Modeling, Portfolio Management, Government Procurement, Program Implementation, Governmental Affairs, Cash Flow Forecasting, Customer Relations, Board Presentations, Governmental Compliance, Government lending, Project Development, Project Implementation, Customer Presentations, Creative Implementor
Education
Duke University 1999 — 2001
Masters in Environmental Management, Resource Economics & Policy - Environmental Economics
Gettysburg College 1994 — 1998
BA, Major - Environmental Policy Minors - Economics & Spanish
Nexmo February 2015 - Present
TPG Capital May 2013 - January 2015
TPG Capital May 2012 - May 2013
Public Financial Management June 2010 - May 2012
cilajet June 2008 - May 2010
Skills
Salesforce.com, Customer Service, PowerPoint, Microsoft Excel, Data Analysis, Market Research, Event Planning, Financial Reporting, Pinterest
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
B.S., Business Administration, International Business
Rita's Italian Ice July 2013 - Present
Nestle S.A. February 2013 - March 2015
Nestle July 2010 - January 2013
Nestle December 2008 - June 2010
Nestle April 2006 - November 2008
Wyeth October 2000 - April 2003
Small Enterprise Assistance Fund: The North Fund in Poland June 1999 - August 1999
Mellon Capital Management December 1995 - April 1998
Public Financial Management July 1992 - December 1995
Skills
Cross-functional Team..., Strategy, Process Improvement, Business Planning, Business Strategy, Strategic Planning, Change Management, Analysis, Management, Pricing, Product Development, Finance, Portfolio Management, Competitive Analysis, R&D, Process Excellence, Investment Management, Lean Management, Training, Medical Devices, Forecasting, Continuous Improvement, Project Management, Green Belt, Financial Analysis, Business Transformation, PMO, Strategy Execution, Leadership, Lean Thinking, Lean Six Sigma, Entrepreneurship, Venture Capital, Lean Manufacturing, Strategic Leadership, Business Process..., Business Analysis, Business Analytics, Execution of Business..., Driven By Results, Project Finance, Team Leadership, Leadership Development, Goal Analysis, Pricing Strategy, Program Management, Enterprise-wide..., Franchising, Value Stream Mapping
Education
Cornell University - Johnson Graduate School of Management 1998 — 2000
MBA, International Management, Entrepreneurship, Finance, and Operations
Massachusetts Institute of Technology
Bachelor's Degree, Political Science, Economics, International Management
Public Financial Management October 2012 - Present
Spark Program September 2014 - Present
Drexel Dragon Endowment Fund September 2011 - December 2011
The Fairman Group March 2011 - September 2011
Tyco Electronics Corporation May 2010 - September 2010
Central City Steel March 2009 - September 2009
Skills
Financial Analysis, Competitive Analysis, Microsoft Office, Data Analysis, Asset Allocation, Financial Modeling, Market Research, Tax, DBC, Financial Reporting, Strategic Planning, Business Strategy, Microsoft Excel, Mutual Funds, Valuation, Finance, PowerPoint, Investments
Education
Drexel University 2007 — 2012
Bachelor, Science Business Administration; Finance
Episcopal Academy 2002 — 2007
Public Financial Management April 2014 - Present
KNN Public Finance 2012 - Present
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Finance, Municipal Bonds
Education
Biola University 2008 — 2011
BS, Accounting
District of Columbia - Executive Office of the Mayor June 2015 - Present
Public Financial Management June 2013 - May 2015
Carnegie Mellon University August 2012 - May 2013
District of Columbia Public Schools June 2012 - August 2012
FAME (Fund for Advancement of Minorities Through Education) September 2011 - June 2012
Berkeley Scholars June 2009 - May 2011
Skills
Microsoft Access, Microsoft Excel, Microsoft Project, Program Evaluation, Geographic Information..., Database Management, Policy Analysis, Public Policy, Data Analysis, Research, Community Outreach, Microsoft Office, Public Speaking
Education
Carnegie Mellon University 2011 — 2013
Master of Science (MS), Public Policy & Management
University of California, Berkeley 2007 — 2011
Bachelor of Arts (B.A.), Political Science
Paramount Lodging Advisors July 2015 - Present
DePaul University August 2013 - June 2015
Combined Oil Company June 2011 - July 2013
Public Financial Management May 2010 - April 2011
UIC Finance and Investment Group June 2008 - May 2010
Cutting Edge Electric September 2008 - December 2008
World Market Stores June 2008 - August 2008
Schaumburg Athletic Association June 2006 - August 2006
Skills
Finance, Financial Modeling, Microsoft Excel, Investments, Valuation, Financial Analysis, Economics, Management, Portfolio Management, Analysis, Derivatives, PowerPoint, Time Management, Team Building, Leadership, Fixed Income, Team Leadership, Real Estate Economics, Sales, Cross-functional Team...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Chicago Bond School 2010 — 2010
Public Finance
University of Illinois at Chicago 2006 — 2010
Bachelor of Science, Finance, Economics
James B Conant High School 2002 — 2006
Children's Hospital Colorado September 2014 - Present
Colorado College July 2012 - July 2014
McMaster-Carr August 2011 - July 2012
Public Financial Management September 2010 - May 2011
Fels Research and Consulting May 2010 - September 2010
OnTrackAmerica November 2009 - May 2010
Volunteers of America October 2008 - August 2009
Democratic National Convention Committee January 2008 - September 2008
El Pomar Foundation 2006 - 2008
Skills
Non-profits, Program Development, Strategic Planning, Public Speaking, Grants, Program Evaluation, Higher Education, Nonprofits, Fundraising, Leadership, Policy Analysis, Community Outreach, Public Policy, Research, Policy, Program Management
Education
University of Pennsylvania 2009 — 2011
MPA, Public Policy
Colorado College 2002 — 2006
BA, History
D & I Development Co. Inc. 1998 - Present
Lilly Pulitzer 1993 - 2003
Public Financial Management 1980 - 1983
Skills
Marketing, Short Sales, Public Speaking, Investment Properties, Team Building, New Business Development
Education
Duke University
Bachelor of Science (BS), Zoology/Animal Biology
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Health/Health Care Administration/Management
Public Financial Management July 2012 - Present
Public Financial Management July 2012 - Present
CVS Caremark Corporation November 2010 - June 2012
Skills
SQL, SharePoint, Microsoft SQL Server, Visio, VBA, Access, Visual Basic, Data Analysis, Active Directory, Databases, Java, Business Analysis
Education
Temple University
Cinematography and Film/Video Production
Delaware County Community College 2012 — 2014
Liberal Arts and Sciences, General Studies and Humanities
Public Financial Management July 2011 - August 2015
Ethics Metrics LLC January 2011 - July 2011
Cardagin Networks September 2010 - May 2011
AFLAC June 2010 - August 2010
Skills
Financial Modeling, Valuation, Quantitative Analytics, Data Analysis, Economics, Financial Analysis, Bloomberg, Bloomberg Terminal, Stata, Fixed Income, Finance, Capital Markets, Research, Investment Banking, Business Understanding, Personal Style, Equities, Microsoft Excel, Caring, Great Motivator, Investments, Due Diligence, Corporate Finance, VBA, Management Consulting, Modeling, Analysis, Photoshop, InDesign, Illustrator
Education
University of Virginia 2007 — 2011
Bachelor of Arts (B.A.), Double Major in Economics and Philosophy
Parsons School of Design 2015 — 2016
Associate in Applied Science, Fashion Design
Corcoran College of Art and Design 2014 — 2014
Continuing Education Course, Digital Design Fundamentals
Financial Industry Regulatory Authority (FINRA) May 2015 - Present
The Collagist August 2013 - Present
Phoebe June 2014 - May 2015
George Mason University August 2013 - May 2015
Fuel Education LLC June 2014 - August 2014
Phoebe May 2013 - May 2014
Public Financial Management October 2012 - May 2014
K12 June 2013 - August 2013
George Mason University Writing Center August 2012 - May 2013
Public Financial Management August 2011 - August 2012
Skills
Higher Education, Teaching, Tutoring, Research, Editing, Public Speaking, Academic Writing, Community Outreach, Creative Writing, University Teaching, Copy Editing, Proofreading, Technical Writing, Blogging, Copywriting, Literature, Speech Writing, Books, Poetry
Education
George Mason University 2012 — 2015
Master of Fine Arts (MFA), Creative Writing: Poetry, 4.00
Susquehanna University 2007 — 2011
Bachelor of the Arts, Creative Writing, 3.89
T. Rowe Price May 2012 - Present
T. Rowe Price June 2010 - April 2012
Public Financial Management June 2009 - August 2009
Skills
Data Analysis, Quantitative Analytics, Investments, Portfolio Management, Statistics, R, Matlab, VBA, Fixed Income, Securitization, Bloomberg
Education
Georgetown University 2006 — 2010
Bachelor of Science (B.S.), Physics
St. Joseph's Preparatory School 2002 — 2006
Storehouse Media Inc. March 2015 - Present
Jawbone March 2014 - Present
Pac-12 Networks December 2013 - January 2014
Sport and Leisure Barcelona S.L. February 2013 - August 2013
Public Financial Management October 2012 - January 2013
The University of Arizona June 2008 - May 2012
SPANATIX May 2011 - August 2011
ESIN Restaurant and Bar May 2010 - August 2010
Self-Employed May 2009 - August 2010
Anthropologie May 2008 - August 2008
Skills
Team Leadership, Coaching, Team Building, Teaching, Advertising, Marketing Communications, Advertising Sales
Education
ESADE Business & Law School 2012 — 2013
Spanish Language and Literature
University of Arizona 2008 — 2012
Bachelor of Arts (BA), Spanish, Business, and Communication
VALIC April 2012 - Present
J.P. Morgan June 2011 - April 2012
Susquehanna International Group September 2009 - May 2011
Public Financial Management September 2008 - March 2009
Penn Capital Management September 2007 - March 2008
Education
Drexel University 2006 — 2011
Bachelor's degree, Accounting and Finance
Independence Blue Cross May 2015 - Present
Independence Blue Cross July 2013 - May 2015
Independence Blue Cross May 2012 - July 2013
PHCQA June 2008 - August 2011
Public Financial Management June 2006 - March 2008
Montgomery, McCracken, Walker & Rhoads, LLP June 2004 - October 2005
Skills
Public Health, Health Policy, Data Analysis, Healthcare, Healthcare Information..., SAS, Informatics, Healthcare Consulting, Statistics, Managed Care
Education
Johns Hopkins Bloomberg School of Public Health 2011 — 2012
Master of Health Science, Health Economics; Certificate in Public Health Informatics
University of Pennsylvania School of Medicine 2008 — 2008
Public Health Studies
Haverford College 2002 — 2006
Bachelor of Arts, Double Major in Economics and Psychology
Public Financial Management June 2012 - Present
Ulland Investment Advisors April 2011 - August 2011
Skills
Competitive Analysis, Financial Modeling, Data Analysis, Financial Analysis, Research, Econometrics, Analytics, Economics
Education
Carleton College 2008 — 2012
Bachelor of Arts, Economics
st louis park
Deloitte September 2013 - Present
Brown University September 2012 - May 2013
Deloitte Consulting June 2012 - August 2012
Public Financial Management June 2011 - August 2011
Education
Brown University 2009 — 2013
Bachelor of Arts (B.A.), Economics; Sociology
Phillips Exeter Academy 2005 — 2009
High School Diploma
WES Health System August 2014 - Present
Children's Crisis Treatment Center April 2014 - June 2014
JEVS/ACT II December 2013 - March 2014
Gaudenzia, Inc. July 2012 - April 2013
Resources for Human Development July 2011 - March 2013
Public Financial Management July 2006 - March 2011
Skills
Microsoft Excel, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Proficient in..., Microsoft Word, Outlook, PowerPoint, Creative Writing, Mental Health, Psychotherapy, Training, Group Therapy, Community Outreach, Program Development, Nonprofits, Case Management, Crisis Intervention, Mental Health Counseling, Social Services, Treatment
Education
Chestnut Hill College 2011 — 2014
Master's degree, Clinical, Counseling and Applied Psychology with an emphasis in Addiction
LaSalle University 2007 — 2009
Bachelor of Arts (BA), Psychology, 3.67
Community College of Philadelphia 2005 — 2007
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies, 3.8
Private September 2015 - Present
Alere Inc. May 2014 - August 2014
Alere, Inc. July 2010 - July 2013
Alere, Inc. December 2008 - July 2010
Alere, Inc. February 2006 - December 2008
Public Financial Management September 2004 - December 2005
Skills
Strategic Planning, Mergers, Strategy, Management, Mergers & Acquisitions, Marketing Communications, Leadership, CRM, Marketing, Healthcare, Sales, Process Improvement, Analytics, Training, Public Relations, Finance, New Business Development, Corporate Communications, Cross-functional Team..., Start-ups, Medical Devices
Education
Harvard School of Public Health 2013 — 2015
Master of Public Health (M.P.H.)
University of Pennsylvania 2000 — 2004
Bachelor of Arts (B.A.)
Public Financial Management July 2008 - July 2015
Lehman Brothers June 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Cashflow Analysis, Budget Forecasts, Budget Modeling, Project Management, Refinancings, Public Finance, Municipal Bonds, Finance, Capital Markets, Bond Markets, Bond Pricing, Tax Increment Financing, Fixed Income, Microsoft Office, Microsoft Excel, PowerPoint, Financial Services, Derivatives
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate/Finance
Pomona College 2004 — 2008
Bachelor of Arts (B.A.), Economics
City University of Hong Kong 2007 — 2007
Study Abroad, Finance, Economics
Public Financial Management September 2013 - Present
Public Financial Management December 2010 - August 2013
University of Pennsylvania Rodin College House August 2009 - June 2010
University of Pennsylvania August 2009 - May 2010
People's Emergency Center August 2009 - May 2010
Pepperidge Farm November 2007 - August 2009
Skills
Time Management, Strategy, Research, Program Management, Management, Leadership, Budgets, Policy, Public Speaking, Finance, Fundraising, Non-profits, Marketing, Nonprofits, Community Outreach, Microsoft Excel
Education
University of Pennsylvania 2009 — 2010
Bucknell University 2003 — 2007
University of Sydney 2005 — 2005
Agricultural Retailers Association June 2015 - Present
North American Export Grain Association June 2013 - June 2015
Keys Group March 2013 - June 2013
Archer for Congress August 2012 - November 2012
Drake University August 2009 - May 2012
National Pork Producers Council May 2011 - August 2011
Simpson College January 2006 - May 2009
Simpson College April 2008 - April 2009
Public Financial Management April 2008 - August 2008
Simpson College August 2006 - May 2007
Skills
Non-profits, Community Outreach, Litigation, Student Affairs, Politics, Public Speaking, Research, Microsoft Excel, Fundraising, Social Media, Event Planning, Editing, PowerPoint, Volunteer Management, Microsoft Office, Public Policy, Public Relations, Budgets, Legal Research, Microsoft Word, Grant Writing, Policy Analysis, Government, Nonprofits, Leadership, Policy
Education
Drake University Law School 2009 — 2012
J.D.
Simpson College 2005 — 2009
B.A., Economics and Political Science
Beepi April 2015 - Present
Beepi February 2014 - April 2015
LoopIt April 2013 - December 2013
Redstar July 2012 - December 2013
goSprout September 2011 - July 2012
Redstar April 2011 - July 2012
General Compression September 2009 - April 2011
Frontier Communications June 2008 - August 2008
Natsource June 2007 - August 2007
Public Financial Management June 2006 - September 2006
Skills
Product Marketing, Product Management, Business Development, Customer Acquisition, Growth Strategies, Email Marketing, Facebook Marketing, Data Analytics, MySQL, XPath, Startups
Education
Bates College 2005 — 2009
BA, Economics
Danish Institute for Study Abroad 2007 — 2007
Head-Royce School 2001 — 2005
High school
Oceans Holdings LLC October 2012 - Present
Blue Ocean Logic, Inc. January 2012 - Present
The UCI Group January 1997 - Present
GSI Networks January 2012 - January 2013
Public Financial Management August 2010 - January 2012
Electronic Knowledge Interchange January 2009 - August 2010
City of Chicago, Office of Budget & Management July 2007 - December 2008
A.C. Advisory, Inc. January 2003 - June 2007
Abacus Financial 1993 - 1994
Skills
Mergers, Business Strategy, Management Consulting, Strategic Planning, Project Management, Contract Negotiation, Windows, Program Management, Process Improvement, Quantitative Analytics, Strategic Financial..., Financial Analysis, Economics, Strategy, Management, Project Planning, Mergers & Acquisitions, Budgets, Finance, Renewable Energy, Leadership, Forecasting, Cross-functional Team..., Policy, Business Development, Financial Planning, Analysis, Change Management, Financial Modeling, Entrepreneurship, Business Process..., Corporate Finance, Government, Due Diligence, Negotiation, Sustainability, Start-ups, Venture Capital, Managerial Finance, Team Building, Public Speaking, Contract Management, Energy, Business Analysis, Business Planning
Education
The London School of Economics and Political Science (LSE) 1995 — 1996
MSc, Industrial Relations and Personnel Management
Harvard University 1988 — 1993
BA, Biomedical Engineering
ETHS
ETHS
Public Financial Management January 2011 - Present
Clean Energy Advocates, Inc. August 2008 - February 2011
George K. Baum & Company November 2006 - July 2008
Piper Jaffray & Co. July 1987 - November 2006
Skills
Municipal Bonds, Financial Modeling, Renewable Energy, Investments, Public Finance, Credit, Finance, Capital Markets, Portfolio Management, Bonds, Financial Analysis, Asset Managment, Due Diligence, Funding, Program Management, Investment Banking, Energy Efficiency, Fixed Income, Strategy, Asset Management, Alternative Investments, Creative Strategy, Management, Sustainability, Structured Finance, Analysis, Solar Energy, Project Finance
Education
Central Washington University 1981 — 1985
Bachelor of Science, Business Administration - Marketing
Comcast Spotlight November 2013 - Present
MAACO FRANCHISING, INC August 2008 - August 2012
Pfizer May 2007 - May 2008
Centocor May 2004 - December 2007
Lundbeck, Inc December 2006 - May 2007
Public Financial Management December 2000 - December 2003
Public Financial Management December 2000 - December 2003
Skills
SAP Experience, Microsoft Excel, Data Analysis, Microsoft Word, PowerPoint, Outlook, Fundraising, Charities, Marketing, Traffic Analysis, Advertising, Interpersonal Skill, Marketing Communications, Visio, Adobe Acrobat, Business Correspondence, Oral & Written..., Budget Monitoring, Microsoft Office, Customer Service, Event Planning, Process Improvement, SAP, Sales Management, Sales, Team Building
Education
Montgomery County Community College 2013 — 2016
Bloomsburg University of Pennsylvania 1993 — 1997
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Avhana Health August 2015 - Present
Venture for America June 2015 - Present
Swearer Center for Public Service September 2013 - May 2015
Kaplan February 2012 - November 2014
Susquehanna International Group, LLP (SIG) June 2014 - August 2014
Brown Outdoor Leadership Training February 2013 - February 2014
Economy League of Greater Philadelphia May 2012 - August 2012
Public Financial Management June 2011 - August 2011
Skills
Leadership, PowerPoint, Microsoft Excel, Strategy, Analysis, Teaching, Editing, Microsoft Office, Social Media, Microsoft Word, Strategic Planning, Research, Public Speaking, Curriculum Design
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.) Computer Science - Economics
Germantown Friends School 2007 — 2011
Public Financial Management September 2011 - Present
Southcentral PA Gluten Intolerance Group December 2010 - Present
The Pampered Chef April 2014 - Present
IGI Global May 2010 - September 2011
IGI Global September 2008 - May 2010
IGI Global May 2008 - September 2008
IGI Global October 2007 - May 2008
IGI Global July 2007 - October 2007
Allied Cleaning Technologies January 2006 - July 2007
Skills
Customer Service, Nutrition, Social Media, Document Management, Color Printing, Shipping, Office Management, Microsoft Office, SharePoint, Training, Marketing, Social Media Marketing, Public Speaking
Education
Wilkes University 1999 — 2003
Psychology, Psychology, Sociology
HACC, Central Pennsylvania's Community College
Dietetics
Public Financial Management July 2012 - Present
University of North Carolina at Chapel Hill September 2010 - May 2012
Asheville-Buncombe Technical Community College September 2008 - May 2010
Skills
Economics, Financial Services, Data Analysis, Stata, Microsoft Excel, Financial Modeling, PowerPoint, Financial Analysis, Research, Microsoft Office, Analysis, Finance, Microsoft Word
Education
University of North Carolina at Chapel Hill 2010 — 2012
Bachelor's degree, Economics
Asheville-Buncombe Technical Community College 2008 — 2010
Associate of Science (A.S.)
Public Financial Management January 2003 - May 2012
Waco Independent School District August 1998 - June 2002
Skills
Financial Analysis, Budgets, Strategic Planning, Investments, Public Speaking, Capital Markets, Portfolio Management, Fixed Income, Financial Modeling, Bonds, Microsoft Office
Education
Abilene Christian University 1980 — 1983
Master of Education (M.Ed.), School Administration
Independent Public Advisors, LLC May 2012 - Present
Public Financial Management July 2000 - May 2012
Skills
Financial Modeling, Strategic Financial..., Data Analysis, Strategic Planning, Analysis, Change Management, Management Consulting, Management, Strategy, Finance, Financial Analysis, Government, Leadership, Public Speaking, Financial Planning
Education
Drake University 2004 — 2008
Master of Public Administration, Executive Development Emphasis
Yale University 1996 — 2000
Bachelor of Arts, Psychology
MUFG Americas March 2015 - Present
MUFG Americas November 2014 - February 2015
MUFG Americas February 2013 - November 2014
KPMG Advisory July 2010 - February 2013
UCLA Anderson School of Management September 2008 - June 2010
Edison International June 2009 - September 2009
Public Financial Management July 2004 - July 2008
Skills
Financial Analysis, Strategic Planning, Business Strategy, Financial Modeling, Financial Planning, Competitive Analysis, Valuation, Process Improvement, Analytics, Microsoft Office, Excel, Change Management, Data Analysis, Program Management, Capital Markets, VBA, PowerPoint, Management Consulting, Fixed Income, Finance, Microsoft Excel, Analysis, Market Research, Mergers & Acquisitions
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Finance
Harvard University 2000 — 2004
AB, Economics
Medtronic September 2012 - Present
Medtronic February 2011 - September 2012
Medtronic August 2009 - January 2011
American Express June 2008 - September 2008
Fannie Mae August 2006 - August 2007
Public Financial Management July 2004 - July 2006
Credit Suisse First Boston 2002 - 2003
Skills
Mergers & Acquisitions, New Business Development, Strategic Analysis, Financial Modeling, Corporate Development, Public Policy, Debt Management, Market Research, Channel Strategy, Valuation Modeling, Strategy, Analysis, Budgets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA, General Management
Syracuse University - Maxwell School of Citizenship and Public Affairs 2003 — 2004
MPA, Municipal Finance
Dartmouth College 1998 — 2002
BA, Economics, Sociology
Milton Academy 1994 — 1998
HS
Public Financial Management September 2004 - Present
Polysciences, Inc. April 2004 - September 2004
CIGNA Tel-Drug January 2003 - April 2004
Affiliated Distributors October 1998 - January 2003
Public Financial Management March 1995 - October 1998
Skills
Accounting, Database Administration, Financial Reporting, Crystal Reports, Cognos, Performance Management, Oracle, SQL Server, Staff Supervision, Financial Accounting, Budgets, Databases, Project Management, Integration, GAAP, Corporate Finance, Microsoft Excel, Microsoft SQL Server, Business Intelligence, Financial Statements, Forecasting, Cost Accounting, Managerial Finance, Access, Process Improvement, Financial Analysis, Business Analysis, General Ledger, ERP, Data Analysis, Cash Flow Forecasting, Management, Internal Controls, Microsoft Office, Analysis, IT Strategy
Education
Drexel University - LeBow College of Business 1997 — 2000
MBA, Financial and Information Technology
Temple University 1990 — 1994
BBA, Accounting
Public Financial Management August 2010 - Present
Department of Defense, Cost Assessment and Program Evaluation December 2008 - August 2010
US Army July 2007 - December 2008
Office of Management and Budget, the White House July 2006 - July 2007
US Army Program Analysis and Evaluation July 2003 - July 2006
West Point July 2003 - July 2006
US Army 1991 - 1994
Skills
Analysis, Army, Budgets, Corporate Finance, Data Analysis, DoD, Finance, Financial Modeling, Government, Investments, Leadership, Management, Military, National Security, Operational Planning, Portfolio Management, Program Management, Security Clearance, Strategic Communications, Strategic Planning, Strategy, Team Building, Valuation
Education
CGSC 2002 — 2003
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance and Economics
Georgetown University 1986 — 1990
BS, Finance
Jesuit High School Tampa 1982 — 1986
Berkeley Point Capital (fka Deutsche Bank Berkshire Mortgage) January 2012 - Present
MTAG Services 2011 - 2012
CWCapital Asset Management 2008 - 2010
CWCapital Asset Management 2006 - 2008
Homestead Capital 2004 - 2005
Piper Jaffray 2001 - 2004
Public Financial Management 2000 - 2001
Skills
Equities, Credit Risk, Asset Managment, Financial Structuring, Asset Management, Financial Analysis, Portfolio Management, Investments, Disposition, CMBS, Investment Banking, Valuation, Leases, REO, Forecasting, Commercial Real Estate, Foreclosures, Strategy, Underwriting, Bonds, Analysis, Finance, Due Diligence, Loans, Real Estate, Financial Modeling, Real Estate Transactions
Education
Howard University 1994 — 1999
BBA, Finance
AECOM September 2015 - Present
Public Financial Management June 2013 - May 2015
Claremont McKenna College August 2009 - May 2013
Merrill Lynch June 2012 - August 2012
MetLife June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Data Analysis, Economics
Education
Claremont McKenna College 2009 — 2013
Economics-Accounting
Public Financial Management July 2003 - Present
Roth & Company CPA's January 1999 - July 2003
Skills
Accounting, Management, Sales, Direct Sales
Education
University of Northern Iowa 1997 — 2000
Bachelor's degree, Accounting
Iowa Lakes Community College 1995 — 1997
Associate of Arts (AA)
T. Rowe Price July 2011 - Present
Sturdivant & Co., Inc. 2008 - 2011
Delaware Investments, a member of the Macquarie Group 2003 - 2005
Delaware Investments, a member of the Macquarie Group 2000 - 2003
City of Philadelphia 1999 - 2000
City of Philadelphia 1996 - 1999
Public Financial Management 1994 - 1996
US Army September 1987 - June 1992
Skills
Portfolio Management, Investments, Investment Management, Fixed Income, Financial Modeling, Asset Management, Pension Funds, Manager Selection, Public Finance, Asset Managment, Company Research, Equites
Education
Boston University 1989 — 1991
MSBA, Business Adminstration
Lehigh University 1983 — 1987
BS, Electrical and Electronics Engineering
RBC Capital Markets April 2015 - Present
RBC Capital Markets July 2012 - March 2015
RBC Capital Markets June 2011 - August 2011
Public Financial Management June 2010 - August 2010
Skills
Quantitative Analytics, Investment Banking, Fixed Income, Transportation, Credit Analysis, Letters of Credit, Bloomberg Terminal, Series 7, Series 63, Microsoft Excel, SDC Platinum, DBC, Squash, Long Distance Running, Guitar
Education
Cornell University 2008 — 2012
Bachelor's degree, Communication, General
Public Financial Management July 2013 - Present
The Townsend Group June 2012 - August 2012
Chart Industries May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Financial Analysis, Finance, Economics
Education
Furman University 2009 — 2013
Bachelor of Arts (BA), Business Administration, Asian Studies
Hathaway Brown School 2005 — 2009
RBC Capital Markets April 2013 - April 2015
Public Financial Management September 2011 - March 2013
Dwolla June 2011 - August 2011
Heartland 2 Africa May 2011 - August 2011
Wells Fargo Financial June 2009 - January 2010
Alliance Insurance August 2007 - December 2007
Skills
Financial Modeling, Financial Analysis, Financial Accounting, Strategic Financial..., Financial Reporting, Financial Markets, Financial Structuring, Deal Development, Deal Closure, Bond Markets, Business Analysis, Financial Risk, Finance, Risk Management, Investments, Bloomberg, Capital Markets, Microsoft Excel
Education
Drake University 2008 — 2011
Bachelor of Science in Business Administration, Actuarial Science and Finance
Nextility (formerly Skyline Innovations) August 2014 - Present
Technical Writer and Marketing Professional October 2013 - Present
You Won't Be Board Games March 2013 - Present
Infinite Solar: Renewable Energy Professional Training Center February 2011 - January 2014
Go Go Philly Movers February 2009 - June 2013
ACLU 2008 - 2009
Public Financial Management April 2007 - April 2008
Fiscal Policy Institute September 2006 - May 2007
Corporation for National and Community Service 2006 - 2006
Skills
Statistics, Solar Energy, Solar Industry, Policy Analysis, Solar Power, Alternative Energy, Solar Systems, Solar PV, Energy Policy, Entrepreneurship, Policy, Program Evaluation, Training, Sustainable Energy, Renewable Energy, Sustainability, Climate Change, Photovoltaics, Management, Community Outreach, Business Development, Government, Energy Efficiency
Education
University at Albany, SUNY 2005 — 2007
Masters in Public Administration, Finance, statistics
State University of New York College at Geneseo 2001 — 2005
BA, International Political Economy, Philosophy
American University in Bulgaria 2004 — 2004
First Southwest Company June 2013 - Present
Wedbush Morgan Securities May 2005 - June 2013
Public Financial Management 2002 - 2005
Education
Albany Law School of Union University 1997 — 2000
University of California, Los Angeles 1991 — 1995
BA, History, World Politics
University of California, Los Angeles
NTT DATA Corporation September 2013 - Present
The Potomack Company May 2013 - Present
Public Financial Management June 2012 - August 2012
Smithsonian Institution May 2009 - August 2010
Skills
Stata, Economics, Data Analysis, Research, Quantitative Analytics, Microsoft Excel, Microsoft Office, PowerPoint, Statistics, Policy Analysis, Financial Analysis, Microsoft Word, Public Speaking, Community Outreach
Education
Harvard Extension School 2013 — 2016
Strategic Management Certificate, Strategic Management
University of Virginia 2009 — 2013
Bachelor's Degree, Economics, Chinese
Public Financial Management July 2015 - Present
Lincoln Financial Group August 2014 - March 2015
Bloomberg Institute July 2013 - July 2014
Delaware Investments August 2013 - March 2014
Drexel University June 2013 - September 2013
Wohlsen Construction Company June 2012 - September 2012
Skills
Data Analysis, Bloomberg, Statistics, Microsoft Office, PowerPoint, Research, Public Speaking, Collateral Management, Exchange Traded..., Financial Market..., SQL, Salesforce.com, VBA
Education
Drexel University 2012 — 2017
Bachelor of Science (BS), Finance and Business Analytics, 3.91
Public Financial Management June 2013 - August 2015
Mount Holyoke College September 2010 - May 2013
Brown Brothers Harriman June 2012 - August 2012
China Jianyin Investment Securites June 2011 - August 2011
China Construction Bank May 2010 - July 2010
Education
Columbia University in the City of New York 2015 — 2016
Master of Science (M.S.), Financial Engineering
Mount Holyoke College 2009 — 2013
Bachelor of Arts (B.A.), magna cum laude, Mathematics, Economics, Computer Science
City of Philadelphia March 2015 - Present
University of Pennsylvania August 2014 - May 2015
Consumer Financial Protection Bureau June 2014 - August 2014
Public Financial Management September 2013 - May 2014
Massachusetts Attorney General's Office May 2011 - August 2013
Harvard Kennedy School of Government January 2011 - April 2011
Westminster Explained February 2010 - May 2010
NJ State Senator May 2009 - August 2009
Jumpstart October 2008 - May 2009
Skills
Public Policy, Public Administration, Public Affairs, Government, Analysis, Public Speaking, Due Diligence, Editing, Microsoft Excel, PowerPoint, Public Budgeting, Consumer Financing, Financial Education, Stata, Strategic Planning
Education
University of Pennsylvania 2013 — 2015
Master's Degree, Public Administration (MPA)
Boston University 2007 — 2011
B.A, American Studies and Political Science
Quantcast September 2014 - Present
Triggit May 2013 - August 2014
Stone & Youngberg July 2012 - May 2013
Public Financial Management January 2011 - July 2012
Warner/Chappell Music, Inc. June 2010 - September 2010
Education
Claremont McKenna College 2006 — 2010
Economics, Mathematics
The Office of Senator Charles Grassley July 2015 - Present
Weinhardt & Logan, P.C. June 2013 - May 2015
Public Financial Management May 2013 - August 2014
The Huffington Post January 2012 - May 2012
Skills
Policy Analysis, Persuasive Speaker, Qualitative Research, Quantitative Research, Persuasive Writing, Learning Quickly, Argumentation, Internet Resources, Microsoft Office, Public Spe, Public Relations, Experienced Speaker, Experienced Traveler, Public Policy, Leadership, Social Media, Online Research, Policy, Writing, Proposal Writing, Public Speaking
Education
Baylor University 2013 — 2017
Political Science and Government; Economics, Junior
Dowling Catholic High School 2009 — 2013
The GroundWork Agency July 2014 - Present
City of Newark July 2012 - June 2014
Bank of America October 2011 - July 2012
Federated Department Stores February 2006 - August 2008
May Company November 2004 - February 2006
Public Financial Management 2001 - 2004
Skills
Social Networking, Nonprofits, Mediation, Contract Negotiation, Entrepreneurship, Policy, Legal Writing, Public Policy, Legal Research, Finance, Networking, Corporate Law, Politics, Intellectual Property, Community Development, Community Organizing, Community Outreach, Policy Analysis, Legislative Relations, Government, Political Campaigns, Public Speaking, Research
Education
Georgia State University College of Law 2008 — 2011
Doctor of Law (J.D.), Intellectual Property Law
Spelman College 1997 — 2001
BA, Economics
Frank H Morrell 1993 — 1997
Public Financial Management June 2013 - Present
Sears Imported Autos, Mercedes-Benz October 2011 - March 2012
Olsen Fire Protection May 2011 - September 2011
Village Chevrolet November 2010 - March 2011
Skills
Sales, Customer Service, Teamwork, PowerPoint, Leadership, Microsoft Excel, Microsoft Word, Social Networking, Team Building, Marketing, Event Planning, Management, Public Speaking, Financial Analysis, Economics, Communication, Microsoft Access, Economic Data Analysis, Problem Solving
Education
Augsburg College 2013 — 2015
Bachelor’s Degree, Finance and Financial Management Services, 3.53
Minneapolis Community and Technical College 2012 — 2013
Generals, 3.86 GPA
Wyotech-Laramie 2006 — 2007
Associate's degree, Business Management and Automotive Technology
The Leukemia & Lymphoma Society April 2013 - Present
UBS Investment Bank July 2010 - 2013
UBS Investment Bank June 2009 - August 2009
Public Financial Management July 2005 - May 2008
Education
Harvard Business School 2008 — 2010
MBA
Princeton University 2001 — 2005
Affirm, Inc. December 2014 - Present
Wells Fargo September 2013 - December 2014
Discover Financial Services June 2010 - September 2013
Johnson & Johnson June 2009 - August 2009
Public Financial Management September 2005 - August 2008
Advest/Lebenthal & Company March 2004 - September 2005
Environmental Capital LLC July 2002 - March 2004
Goldman Sachs 2000 - 2001
Skills
Certified Google..., Marketing Management, Digital Marketing, Social Media, Segmentation, Competitive Analysis, Financial Services, Business Strategy, Cross-functional Team..., PPC, Retargeting, Digital Strategy, Paid Search Strategy, Display Advertising, RTB, Management
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Marketing, Management & Strategy, Finance
Columbia University in the City of New York 1998 — 2002
BA, Economics
Deloitte June 2014 - August 2014
San Francisco International Airport August 2012 - June 2013
Public Financial Management November 2009 - July 2012
Consulate General of Japan June 2008 - November 2009
IFC - International Finance Corporation May 2008 - May 2009
Gail Scott September 2007 - May 2008
Skills
Policy Analysis, Public Policy, Research, Financial Modeling, Economics, Non-profits, International Relations, International..., Government, Community Outreach, Politics, Public Speaking, Spanish, Economic Development
Education
Haas School of Business, UC Berkeley 2013 — 2015
Master of Business Administration (M.B.A.)
Georgetown University 2004 — 2008
BSFS, Regional and Comparative Studies
FUNimation (A Group 1200 Media Company) January 2015 - Present
Lax Chic by Sports Chic July 2013 - Present
Samsung Electronics August 2010 - August 2012
20th Century Fox June 2009 - August 2009
Stax, Inc. February 2007 - May 2008
Landor Associates June 2006 - September 2006
Public Financial Management November 2004 - May 2006
Skills
Competitive Analysis, Market Research, Strategy, Integrated Marketing, Marketing Strategy, Marketing Management, Marketing Communications, International Marketing, Business Strategy, Digital Marketing, Business Development, Brand Management, Marketing Research, Brand Loyalty, Media Planning, Brand Development, Market Analysis, Social Media Marketing, International Sales, Marketing, Creative Direction, Digital Strategy, Product Development, Management, New Business Development, Social Media, Product Marketing, Brand Architecture, Corporate Branding, Strategic Partnerships, Management Consulting, Product Launch, International Business..., Go-to-market Strategy, Customer Insight, Analytics, Product Management, Online Marketing, Cross-functional Team..., Team Management, Market Planning, Strategic Planning, E-commerce, Interactive Marketing, Consulting, Brand Awareness, Leadership, Advertising
Education
Emory University - Goizueta Business School 2008 — 2010
MBA, Brand Management and Strategy
Northwestern University 2006 — 2008
2-Year Professional Certification Program, Strategic Marketing, 3.94
Brown University 1999 — 2003
B.A., Political Science, 3.53
Campolindo High School 1995 — 1999
Fordham Law School August 2013 - Present
Criscione, Ravala & Tabatchouk, LLP May 2015 - August 2015
United States Postal Service August 2014 - December 2014
New York Liquidation Bureau June 2014 - August 2014
The PFM Group May 2013 - August 2013
Ithaca College June 2011 - May 2013
Ithaca College August 2009 - May 2013
NHS South East Coast January 2012 - April 2012
Public Financial Management May 2011 - January 2012
Public Financial Management December 2010 - January 2011
Skills
Social Media, Blogging, Legal Research, MRI Software, inDesign, Strategic Communications, Writing, Integrated Marketing, Excel, Facebook, Twitter, Research, Social Networking
Education
Fordham University School of Law 2013 — 2016
Juris Doctor (JD)
Ithaca College 2009 — 2013
Bachelor of Science (B.S.), Integrated Marketing Communication
Northwest Asset Management January 2014 - Present
Public Financial Management June 2012 - December 2013
US Department of Defense May 2010 - February 2012
Skills
Military Operations, DoD, Security Clearance, Military, National Security, Editing, Resume Writing, Conducting Interviews, Finance, Management, Policy, Financial Advisory, Proposal Writing, Program Management, Retirement, Public Speaking, Customer Service, Financial Analysis, Microsoft Word, Microsoft Excel, PowerPoint
Education
Western Governors University 2013 — 2014
Master of Business Administration (MBA)
California Polytechnic State University-San Luis Obispo
Bachelor's degree, Social Sciences
Cuesta College
Psychology
Public Financial Management May 2015 - July 2015
Femwell Group Health June 2014 - August 2014
Skills
Customer Service, Leadership, Strategic Planning, Microsoft Excel, Management, Microsoft Word, PowerPoint, Project Management, Financial Analysis, Financial Reporting, Municipal Bonds
Education
Florida State University 2012 — 2016
Accounting and Finance, 3.55 GPA
Belen Jesuit Preparatory School 2008 — 2012
High School, Cum Laude
Raymond James Financial, Inc. May 2015 - Present
Public Financial Management July 2013 - May 2015
BNP Paribas March 2012 - September 2012
Turner Investment Partners March 2011 - September 2011
PECO Energy March 2010 - March 2011
Skills
Financial Analysis, Investments, Finance, Equities, Portfolio Management, VBA, Analysis, Hedge Funds, Microsoft Office, Management, Bloomberg, Financial Modeling, Capital Markets, Corporate Finance, Fixed Income, Asset Managment, Financial Reporting, Risk Management, Accounting, Alternative Investments, Data Analysis, Microsoft Excel, Business Strategy, Valuation, Access, CRM, Visual Basic, Project Finance, Cash Flow Analysis, Capital Budgeting
Education
Drexel University - College of Business and Administration 2008 — 2013
BS Business Administration - Finance Concentration, Finance
La Salle College High School
Barclays UK August 2015 - Present
The PFM Group June 2014 - August 2014
Public Financial Management June 2013 - August 2013
CBIZ MHM, LLC May 2012 - August 2012
Philadelphia Cricket Club June 2008 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Spanish, Microsoft Word, Customer Service, Event Planning, Facebook, Leadership, Public Speaking, Outlook, Social Media, Teamwork
Education
Dickinson College 2011 — 2015
Bachelor's Degree, International Business and Management
Universitat Autònoma de Barcelona 2013 — 2013
Bachelor's Degree, International Business and Management
William Penn Charter School 2003 — 2011
Lord, Abbett & Co. LLC January 2015 - Present
QBE Insurance May 2011 - October 2014
Public Financial Management May 2007 - May 2011
Skills
Insurance, Portfolio Management, Investments, Credit, Fixed Income
Education
Carnegie Mellon University - Tepper School of Business
McCombs School of Business, The University of Texas at Austin July 2015 - Present
GfK Market Access February 2013 - June 2015
SSA Capital January 2012 - November 2012
Public Financial Management July 2010 - January 2012
Catalyst Health Ventures May 2009 - July 2010
UBS Wealth Management May 2007 - May 2009
Skills
Financial Modeling, Business Strategy, Valuation, Financial Analysis, Strategy, Private Equity, Venture Capital, Market Research, Preparation Of Proposals, Data Analysis, Engagements, Due Diligence, Management Consulting, Analysis
Education
Harvard University 2006 — 2010
BA, Psychology
The University of Texas at Austin - Red McCombs School of Business
The University of Texas at Austin - Red McCombs School of Business
Resources Global Professionals September 2014 - Present
Independent Consultant July 2006 - August 2014
Royal Canadian Geographical Society/Canadian Geographic February 2007 - October 2008
National Geographic Society August 2001 - June 2006
Public Financial Management November 1997 - March 2001
Vanguard December 1996 - August 1997
John Wiley and Sons December 1989 - August 1996
Deloitte October 1983 - May 1986
Skills
Business Planning, Finance, Strategy, Process Improvement, Management, Financial Analysis, Strategic Planning, Budgets, Variance Analysis, Financial Modeling, Managerial Finance, Leadership, Business Process, Forecasting, Oracle
Education
City University of New York-Baruch College
BBA/MBA (5 year program)
Stuyvesant High School
High School
Barclays Investment Bank September 2014 - Present
Public Financial Management September 2012 - September 2013
Dechert LLP September 2011 - April 2012
Susquehanna International Group September 2010 - April 2011
Skills
Financial Analysis, PowerPoint, Finance, Investments, Microsoft Office, Analysis, Data Analysis, Portfolio Management, Forecasting, Budgets, Economics, Competitive Analysis
Education
Drexel University - College of Business and Administration 2009 — 2014
Business Administration, Finance
Keystone Strategy September 2011 - Present
Palo Alto Research Center (PARC) June 2010 - September 2010
Greenwich Strategy 2006 - 2009
Public Financial Management 2004 - 2006
Skills
Strategy, Strategic Consulting, Consulting, Product Marketing, Market Research, Corporate Development, Corporate Finance, Financial Modeling, Management Consulting, Quantitative Analytics, Venture Capital, Entrepreneurship, Project Management, Data Analysis, Business Development, Competitive Analysis, Cross-functional Team..., Leadership, Mergers & Acquisitions, Product Management, Analytics, Private Equity, Start-ups, Economics, Market Entry, SAS, Valuation, Due Diligence, Econometrics, Strategic Partnerships, Business Strategy, Financial Analysis, Statistics, Renewable Energy, Management, Strategic Planning, Analysis, Stata, Program Management
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
Brown University 1999 — 2003
BA, Public Policy
Morgan Stanley April 2014 - Present
Accenture June 2013 - March 2014
Apple January 2013 - June 2013
Capital Reporting Company November 2012 - May 2013
American University August 2011 - May 2013
UBS Global Asset Management June 2012 - August 2012
Claro Trade Finance, LLC August 2011 - 2012
Pi Kappa Phi Fraternity: Theta Eta Chapter at American University November 2010 - December 2011
Wells Fargo May 2011 - August 2011
Public Financial Management December 2010 - May 2011
Skills
Analysis, Finance, Microsoft Excel, Business Analysis, Microsoft Office, Access, Management, Financial Analysis, Portfolio Management, Financial Modeling, Budgets, Business Development, Project Management, Investments, Sales, Economics, Salesforce.com, Valuation, Budgeting, Risk Assessment, Financial Planning, Client Development, Wealth Management
Education
American University - Kogod School of Business 2009 — 2013
BSBA, Finance and Information Systems Technology
Foreman & Caraciolo, P.C. September 2015 - Present
Spine and Sports Rehab April 2012 - September 2015
Public Financial Management January 2007 - July 2009
YES Solutions February 2005 - December 2006
Skills
Medicare, HIPAA, Microsoft Office, Multi Tasking, Managing Deadlines, Stress Management, Customer Service, Health Insurance, Medical Billing, Client Billing, Claims Handling, Claims Investigations, Office Administration, Problem Solving, Process Improvement, A/R collections, Medicare Advantage, Medicare Part D, Medical Records, Appointment Scheduling, Medical Terminology, EHR, Bank Reconciliation, Marketing, HMO, Claims Resolution, Account Reconciliation, Medical Writing, Medical Office Marketing, Social Media Blogging, Social Media Marketing, Invoicing, Healthcare, Insurance, Employee Benefits, Office Management, Data Entry, 10 Key, Accounts Receivable, Fax, Spreadsheets, Filing, Multi-line Phone, Telephone Skills, Office Equipment, Accounts Payable, File Management, Clerical Skills, Medical Compliance, Receptionist Duties
Education
Colorado Technical University 2007 — 2008
Bachelor's degree, Accounting
Harrisburg Area Community College 2005 — 2007
Associate's degree, Accounting
Obsidian Analysis, Inc. September 2011 - Present
Public Financial Management September 2009 - September 2011
Detica October 2008 - August 2009
Detica April 2008 - October 2008
DFI Government Services/Detica November 2006 - April 2008
DFI Government Services October 2004 - November 2006
DFI Government Services March 2003 - October 2004
Education
Georgetown University 1998 — 2002
B.S. in Foreign Service
St. Joseph's Preparatory School 1994 — 1998
SunGard April 2010 - Present
Sungard BancWare September 2008 - February 2011
SunGard October 2006 - September 2008
Public Financial Management July 2005 - October 2006
Pittsburgh Pirates August 2004 - December 2004
Pittsburgh Penguins August 2003 - December 2003
Skills
Product Management, Product Development, Agile Methodologies, Business Analysis, User Experience, SDLC, Requirements Gathering, User Acceptance Testing, Web Applications, Financial Modeling, Fixed Income, Financial Analysis, Banking, SQL, Risk Management, ALM, VBA, Employee Benefits, Microsoft Excel, Equities, JIRA
Education
Carnegie Mellon University 2001 — 2005
Bachelor of Science, Decision Science
Western Financial Group,LLC December 1995 - Present
Public Financial Management May 1989 - December 1995
Skills
Bonds, Securities, Finance, Fixed Income, Equities, Capital Markets, Management, Mutual Funds, Wealth Management, Banking, Investments, Financial Modeling, Structured Finance, Asset Management, Loans, Hedge Funds, Investment Banking, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1984 — 1986
Masters Degree, Public Policy & Management
Colorado College 1978 — 1982
BA, American Political History
Public Financial Management July 2013 - Present
Memphis Symphony Orchestra May 2010 - June 2013
Skills
PowerPoint, Teaching, Volunteer Management, Grants
Education
The University of Memphis 2011 — 2013
MS, BA, Finance
Delta State University 2005 — 2009
B.S., Mathematics
Piper Jaffray July 2013 - Present
Public Financial Management July 2011 - July 2013
Valstone Partners May 2010 - August 2010
Kenilworth Sunoco June 2004 - August 2007
Skills
Excel, Visual Basic for..., DBC Finance Software, Financial Modeling, Management Consulting, Microsoft Excel, Due Diligence, VBA, Financial Analysis, Analysis, Economics, Strategy, Valuation, Corporate Finance, Quantitative Analytics, PowerPoint, Investments
Education
Bucknell University 2007 — 2011
BSBA, Management
Acacia Financial Group, Inc. April 2006 - Present
Public Financial Management June 2004 - April 2006
Skills
Financial Modeling, Fixed Income, Capital Markets, Bonds, Financial Analysis, Bloomberg, Alternative Investments, Financial Markets, Hedge Funds, Private Equity, Investments, Asset Management, Portfolio Management, Derivatives, Finance, Financial Structuring
Education
INSEEC 2003 — 2004
Finance
Emory University - Goizueta Business School 2002 — 2004
Finance, General
Emory University 2000 — 2004
BBA, Finance
BEAN (Boston Electronic Application Network) March 2011 - Present
Fidelity Investments April 2000 - October 2008
MFS Investment Management June 1998 - April 2000
MFS Investment Management April 1997 - June 1998
Public Financial Management July 1993 - April 1997
Skills
Equity Trading, Equity Research, Equities, Investments, Mutual Funds, Investment Strategies, Bonds, Hedge Funds, Fixed Income, Portfolio Management, Asset Managment, Bloomberg, Securities, Trading, Electronic Trading
Education
Harvard University 1987 — 1991
BA, Economics
D.A. Davidson & Co. May 2013 - Present
Public Financial Management October 2010 - May 2013
Wells Fargo May 2001 - October 2009
Skills
Public Finance, Compliance, Accounting, Organization, Process Improvement, Managerial Finance, Analysis, Finance, Financial Modeling, Internal Audit, Financial Reporting, Mergers, Financial Analysis, Strategic Financial...
Education
Drake University 1999 — 2000
Bachelor of Business Administration (BBA), Accounting and Business/Management
NYC Dept. of Housing Preservation and Development December 2014 - Present
NYC Dept. of Housing Preservation and Development December 2013 - December 2014
Office of Housing Recovery Operations (NYC Mayor's Office) December 2012 - December 2013
Obama for America October 2012 - November 2012
Reading Partners August 2011 - October 2012
U.S. Department of Housing and Urban Development March 2009 - July 2011
Obama for America June 2008 - November 2008
PIDC September 2007 - February 2008
Public Financial Management January 2007 - May 2007
U.S. Senate May 2005 - July 2006
Skills
Public Policy, Policy Analysis, Politics, Policy, Program Development, Community Outreach, Economic Development, Government, Non-profits, Grassroots Organizing, Political Campaigns, Volunteer Management, Legislative Relations, Social Media, Affordable Housing, Community Development
Education
University of Pennsylvania 2006 — 2008
Master of Public Administration, Fels Institute of Government
Cornell University 2000 — 2004
BA
GiftedPlanner.com August 2013 - Present
Vector Capital August 2007 - March 2013
Eichler Designs December 2006 - June 2007
Littler Mendelson, P.C. November 2004 - November 2006
Public Financial Management April 2002 - September 2004
EF&A Funding 1999 - 2001
Skills
Event Planning, Human Resources, Management, Microsoft Office, Office Management, Administration, Leadership, Project Management, Sales, Strategic Planning, Marketing
Education
Foothill College
Aria 3B Orthopaedics December 2014 - May 2015
Aria Health June 2014 - October 2014
The Burns Group July 2013 - January 2014
Fox Chase Cancer Center February 2012 - September 2012
Sams Club Corporation June 2009 - June 2012
National A-1 Advertising March 2008 - April 2011
Target Corporation March 2003 - July 2008
Orthopedic Surgery And Rehabilitation Associates August 2006 - March 2007
Advertising Specialty Institute November 2005 - March 2006
Public Financial Management May 2004 - May 2005
Skills
Microsoft Office, Microsoft Outlook, Typing, PowerPoint, Access, Basic Photoshop, Internet Research, Excel, Outlook, Editing, Human Resources, Fundraising, Microsoft Word, Leadership, Marketing, Administrative..., Online Research, Microsoft Excel, Project Management, Customer Service, Public Speaking, Time Management, Administrative...
Education
Community College of Philadelphia 1998 — 2000
not yet obtained, Liberal Arts
Northeast highschool 1994 — 1998
Highschool Diploma, Communications
Social Solutions September 2015 - Present
PeopleAdmin May 2014 - September 2015
Canterbury Road Partners March 2012 - April 2014
Independent November 2011 - August 2012
Baltimore City Public Schools August 2010 - November 2011
Independent March 2010 - August 2010
KIPP Foundation January 2009 - April 2010
District of Columbia Public Schools March 2008 - October 2008
McKinsey & Company 2004 - 2008
Public Financial Management 1999 - 2000
Skills
Management Consulting, Strategic Planning, Non-profits, Research, Leadership Development, Entrepreneurship, Business Strategy, Strategy, Policy Analysis, Nonprofits, Public Policy
Education
Harvard Law School 2001 — 2004
J.D.
Swarthmore College 1994 — 1998
B.A., History
Bill & Melinda Gates Foundation May 2009 - Present
McKinsey August 2006 - May 2009
Public Financial Management July 2001 - July 2004
Robertson Stephens July 2000 - April 2001
Skills
Corporate Development, Financial Modeling, Management Consulting, Private Equity, Strategy, Valuation, Due Diligence, Mergers, Business Strategy, Analytics, Financial Analysis, Program Management, Competitive Analysis, Social Impact
Education
Harvard Business School 2004 — 2006
MBA
Princeton University 1996 — 2000
A.B., Economics
Public Financial Management September 2009 - Present
Wunderman July 2009 - September 2009
University of Washington Business School February 2009 - September 2009
IEG Investment Banking August 2007 - December 2007
Norddeutsche Landesbank June 2006 - September 2006
Humboldt-University of Berlin September 2004 - August 2005
Skills
Financial Modeling, Fixed Income, Capital Markets, Valuation, Corporate Finance, Financial Analysis, Quantitative Analytics, Investment Banking, Economics, Banking, Bloomberg, Derivatives
Education
Humboldt University of Berlin 2002 — 2008
German Diplom-Kaufmann - Master and Bachelor in Business Administration
University of Washington 2005 — 2006
Visiting Student
Privates Internatsgymnasium Schloss Torgelow 1997 — 2001
Abitur
PwC February 2012 - Present
PwC June 2011 - August 2011
Emory Clinic- Winship Institute January 2011 - June 2011
Georgia Governor's Office of Planning and Budget September 2010 - May 2011
"I Care" Products and Services December 2008 - August 2010
Accenture January 2005 - December 2008
Public Financial Management August 2003 - January 2005
Merrill Lynch May 2002 - August 2002
Education
Emory University 2010 — 2011
MPH, Health Policy and Management
Spelman College 1999 — 2003
B.A., Political Science
Office of Management and Budget July 2014 - Present
United States Department of Defense May 2014 - July 2014
United States Department of Defense December 2013 - May 2014
United States Department of Defense October 2011 - December 2013
United States Department of Defense May 2009 - October 2011
Public Financial Management August 2007 - May 2009
Strategic Posture Review Commission September 2008 - April 2009
Preventive Defense Project May 2006 - July 2007
U.S. Department of Homeland Security June 2006 - August 2006
Broadmoor Improvement Association March 2006 - April 2006
Skills
National Security, Defense, Politics, Policy Analysis, International Relations, Strategy, Public Policy, Leadership, Government, Management, DoD, Analysis, Legislative Relations, Policy, Crisis Management
Education
Harvard University Kennedy School of Government 2005 — 2007
MPP
Princeton University 1997 — 2001
A.B.
Maret School 1984 — 1997
Sumitomo Mitsui Banking Corporation June 2011 - Present
Safari Energy LLC (formerly Just Energy LLC) February 2010 - June 2011
Merrill Lynch August 2005 - July 2008
Public Financial Management August 2002 - July 2005
Skills
Public Finance, infrastructure finance, municipal finance, Renewable Energy, Infrastructure, Structured Finance, Financial Modeling, Fixed Income, Municipalities, Capital Markets, Derivatives, Real Estate Development, Project Finance, Bonds, Investment Banking, Credit Analysis, Credit, Real Estate Financing, Debt Restructuring, Entrepreneurship, Economic Development
Education
New York University 2007 — 2009
MS
Cornell University 1998 — 2002
Public Financial Management August 2009 - Present
New York University - Wagner School of Public Service September 2007 - August 2009
Vanguard Charitable Endowment Program October 2005 - 2007
The Partnership CDC 2004 - 2005
The Food Trust September 2002 - June 2004
Skills
Non-profits, Grants, Community Development, Policy, Policy Analysis, Public Policy, Economic Development, Social Services, Government, Philanthropy, Public Finance, Data Analysis, Program Management, Economics, Research, Program Development, Budgets, Proposal Writing, Project Management, Nonprofits
Education
New York University 2007 — 2009
Masters in Public Administration - Public and Nonprofit Management
Bryn Mawr College 1998 — 2002
B.A., Growth and Structure of Cities
UCL 2000 — 2000
Study Abroad, Urban Planning
Cherry Hill West 1994 — 1998
MEAG Power August 2008 - Present
Public Financial Management August 2005 - August 2008
MEAG Power May 1993 - August 2005
Skills
Financial Modeling, Financial Analysis, Project Management, Forecasting, Leadership, Strategic Planning, Process Improvement, Budgets, Program Management, Analysis, Energy, Project Planning, Risk Management, Business Process..., Access, Management
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 1998
Masters, Finance
Georgia Institute of Technology 1988 — 1993
BS, Management
Public Financial Management July 2013 - Present
World Monuments Fund May 2009 - July 2013
Christie's June 2008 - February 2009
Christie's July 2006 - June 2008
Education
Bates College 2002 — 2006
Bachelor's degree, Art History
Access Group January 2010 - September 2010
Ballard Spahr Andrews & Ingersoll, LLP 2007 - 2009
VSI Meter Services 2006 - 2007
Public Financial Management 2005 - 2006
City of Philadelphia - Division of Technology February 2002 - December 2004
IBM January 1998 - December 2001
Ernst & Young July 1997 - December 1997
Skills
.NET, SQL, T-SQL, SDLC, SSRS, C#, JavaScript, SQL Server, XML, SOA, ASP.NET, Web Services, Windows, VB.NET, Databases, Integration, Business Intelligence, WCF, Scrum, Architecture, PL/SQL, OOP, Agile, TDD, Team Leadership, Crystal Reports, Application Development, Software Development, Software Project..., Application Architecture, Customer Relations, ADO.NET, Java, LINQ, Visual Studio, TFS, VSS, XSLT, IIS, SSIS, Software Design, WinForms, DB2, SOAP, Database Design, Stored Procedures, Object Oriented Design, Requirements Analysis, Entity Framework, Testing
Education
Pace University 1999 — 2000
(MS), Computer Science
Indira Gandhi National Open University 1996 — 1997
(MBA), Information Systems
Osmania University 1988 — 1992
Bachelor of Engineering, Computer Science
Vignan Residential College 1986 — 1988
Intermediate, Maths, Physics, Chemistry
KeyBanc Capital Markets March 2013 - Present
KeyBanc Capital Markets May 2011 - March 2013
Public Financial Management May 2008 - May 2011
Progressive Insurance August 2007 - May 2008
Wells Fargo & Co (Private Client Services) May 2005 - September 2005
Skills
Bloomberg, Valuation, Financial Analysis, Financial Modeling, Capital Markets, Portfolio Management, Banking, Investment Banking, Equities, Fixed Income, Corporate Finance, Derivatives, Strategy, Due Diligence
Education
Cornell University 2013 — 2013
Managing for Execution Certificate, Management
Macalester College 2003 — 2007
BA, Economics (major), Mathematics (major), Philosophy (major), Statistics (minor)
American International School - Riyadh 1999 — 2003
International Baccalaureate (IB), HL - Math, Physics, History; SL - French, Computer Science, English
RBC Capital Markets July 2014 - Present
Public Financial Management May 2011 - July 2014
Scott Balice Strategies July 2010 - May 2011
Bates College 2009 - 2010
Aspen Skiing Company 2005 - 2010
Scott Balice Strategies 2009 - 2009
Skills
Public-private..., Detail Orientation, Policy Analysis, Public/private..., Finance, Analysis, Quantitative Analytics, Public Finance, Bloomberg, Cash Flow, Valuation, Public Policy, Stata, Capital Markets
Education
Bates College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Columbia University in the City of New York July 2014 - Present
Columbia University January 2013 - July 2014
Columbia University June 2012 - January 2013
Columbia University September 2010 - June 2012
U.S. Merchant Marine Academy March 2007 - September 2010
Public Financial Management July 2006 - March 2007
Skills
Research, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Strategic Planning, Event Planning, Event Management, Editing, Microsoft Word, Higher Education, Athletics
Education
New York University 2008 — 2011
MS, Sports Business
Haverford College 2002 — 2006
BS, Mathematics
Public Financial Management July 2000 - Present
Education
University of South Carolina - Darla Moore School of Business 1998 — 2000
MBA
College of Charleston 1994 — 1998
Public Financial Management November 2001 - Present
Education
Bucknell University 1997 — 2001
Bank of Tokyo-Mitsubishi UFJ December 2011 - Present
Bank of America August 2010 - December 2011
NYU Stern School of Business September 2008 - May 2010
Radian August 2005 - March 2009
Radian Asset Assurance Inc. 2005 - March 2009
ACA Capital September 2003 - August 2005
Public Financial Management 2002 - 2003
Skills
Investment Banking, Portfolio Management, Capital Markets, Financial Structuring, Financial Modeling, Fixed Income, Structured Finance, Valuation, Bloomberg, Equities, Derivatives, Hedge Funds, Corporate Finance, Credit Risk, Financial Analysis, Credit Analysis, Due Diligence, Private Equity, Financial Services, M&A experience, M&A Modeling
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Cornell University 1998 — 2002
BS, ILR
The PFM Group January 2015 - Present
The PFM Group January 2014 - January 2015
Public Financial Management September 2013 - January 2014
Center for Studies of Addiction - Treatment Research Center May 2013 - January 2014
Treatment Research Institute September 2012 - May 2013
Do One Thing June 2012 - August 2012
Project H.O.M.E. March 2012 - June 2012
Traveler's Aid Family Shelter of Philadelphia January 2012 - April 2012
Hahnemann University Hospital September 2011 - December 2011
St. Joseph Center August 2009 - August 2011
Skills
Community Outreach, Volunteer Management, Research, Program Evaluation, Community Organizing, Mental Health, Crisis Intervention, Case Managment, CBT, Child Welfare, Social Justice, Community Engagement, Motivational..., Psychology, Medical Social Work, Mental Health Counseling, Behavioral Health, Adolescents, Therapists, Psychosocial, School Social Work
Education
University of Pennsylvania 2011 — 2014
Master of Social Work (M.S.W.)
University of Pennsylvania 2011 — 2014
Master of Public Administration (M.P.A.)
Georgetown University 2005 — 2009
BSFS, Culture and Politics
Valley Variety 2013 - Present
Imagine That Design Studio, a Graphic Design Firm January 1995 - December 2012
ArtSpan/Open Studios February 1991 - December 1994
Public Financial Management 1984 - 1990
Skills
Strategic Partnerships, Packaging, Advertising, Start-ups, Creative Direction, Graphic Design, Leadership, Marketing
Education
Boston University Questrom School of Business 1980 — 1984
BS, Finance
Public Financial Management October 2005 - Present
Skills
Financial Modeling, Financial Analysis, Fixed Income, Capital Markets, Analysis, Strategy, Finance, Management Consulting, Leadership
Education
Harvard University, John F. Kennedy School of Government 1993 — 1995
M.P.P.
Stanford University 1988 — 1992
Sera Prognostics December 2014 - Present
Church of Jesus Christ of Latter-day Saints July 2011 - June 2014
Intermountain Healthcare May 2007 - June 2011
Globus Relief May 2003 - May 2007
O.C. Tanner Company January 1998 - April 2003
PowerLink Corporation 1995 - 1997
Public Financial Management 1993 - 1995
Education
Harvard Business School 1991 — 1993
MBA, General Management
University of Utah 1985 — 1990
Honors BS / BA, Political Science and Government / English
Public Financial Management July 2010 - Present
General Dynamics Information Technology July 2008 - June 2010
General Dynamics Information Technology June 2005 - June 2010
Skills
Financial Analysis, Project Management, Visio, DoD, Government Contracting, Project Planning, Proposal Writing, Analysis, Defense, Program Management, Strategic Planning, Security Clearance, Process Improvement, SharePoint, Financial Modeling, Business Analysis, Data Analysis, Government, Team Building, Military, Management, Managerial Finance, Earned Value Management, Training, Team Leadership, Management Consulting, Microsoft Excel, Microsoft Office, Security, Leadership, Budgets, Policy, Access, Risk Management, Leadership Development, Business Intelligence, Operations Management, Cross-functional Team..., Business Process..., System Administration, Finance
Education
Florida State University 2006 — 2008
MBA
Florida State University 1999 — 2003
Wells Fargo Securities May 2007 - Present
Public Financial Management June 2004 - May 2007
Skills
Financial Modeling, Fixed Income, Capital Markets, Financial Services, Investment Banking, Financial Analysis, Series 7, Bonds, Finance, Credit Analysis, Credit
Education
Albright College 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Jefferies LLC April 2009 - Present
Depfa Bank September 2007 - March 2009
M.R. Beal and Company March 2000 - March 2007
State of California January 1999 - March 2000
Federal Home Loan Bank of San Francisco 1997 - January 1999
Public Financial Management July 1991 - 1997
Skills
Capital Markets, Management, Research, Proposal Writing, Public Finance, Strategic Planning, Securities, Bonds, Finance, Fixed Income, Securitization, Economics, Financial Analysis, Investments, Investment Banking, Structured Finance, Financial Modeling, Financial Structuring, Valuation
Education
Harvard University 1987 — 1991
A.B., Social Studies (Gov't/Economics)
The Woodlark Companies February 2012 - Present
Inveniam LLC I was a founder and principal of a real estate investment and asset management firm. We assisted individual and institutional investors to identify and acquire multifamily real estate. I was responsible for advising and managing more than $1 billion in real estate investments with a specialty in value added multifamily properties.ConsultantMcKinsey & Company1999 - 2002
Public Financial Management 1993 - 1995
Skills
Real Estate, Asset Management, Commercial Real Estate, Business Planning, Investment Properties, Business Development, Management, Property Management, Sellers, Property, Capital Markets, Process Improvement
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Columbia Law School 1995 — 1998
JD
Princeton University 1989 — 1993
AB, Public Policy and International Affairs
Solomon Global Management LP October 2014 - August 2015
Avista Capital Partners August 2012 - July 2014
UBS Investment Bank - Global Industrial Group September 2009 - June 2012
Public Financial Management July 2008 - July 2009
UBS Investment Bank - Municipal Securities Group June 2007 - August 2007
Skills
Financial Modeling, Investment Banking, Investments, Valuation, Private Equity, Financial Analysis, LBO, Mergers & Acquisitions, Public Finance, Corporate Finance, Economics, Due Diligence, Portfolio Management, Equities, M&A experience, Series 7, Value Investing, Security Analysis
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Columbia University in the City of New York 2004 — 2008
BA, Mathematics, Economics
London School of Economics and Political Science 2006 — 2007
General Course, Economics
Phillips Academy Andover 2002 — 2004
Public Financial Management July 1998 - Present
Skills
Bonds, Capital Markets, Credit Analysis, Financial Advisory, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Investments, Management, Non-profits, Nonprofits, Project Management, Public Finance, Securities, Strategic Financial..., Economic Development
Education
Harvard University 1994 — 1998
BA, Economics
Wachovia May 2007 - Present
Public Financial Management June 2004 - May 2007
Education
Albright College 2000 — 2004
BS, Finance
State of Iowa July 2012 - Present
Public Financial Management November 2010 - July 2012
Nationwide Insurance December 2008 - November 2010
Principal Financial Group July 2007 - October 2008
American General Finance May 2006 - July 2007
Skills
Insurance, Underwriting, Financial Analysis, Strategic Financial..., Banking, Financial Modeling, Finance, Credit Analysis, Mortgage Lending, Financial Reporting, Cash Flow, Budgets, Government, Policy
Education
Drake University 2009 — 2011
Masters, Public Administration - Financial Resources
Iowa State University 2002 — 2005
B.A., Political Science
Knade Financial Group LLC December 2006 - Present
RBC Dain Rauscher May 1999 - December 2006
Alex. Brown & Sons March 1995 - May 1999
Public Financial Management October 1992 - December 1994
Education
Gettysburg College 1979 — 1985
B.A., Business Administration
Columbia University Medical Center July 2011 - July 2012
Public Financial Management July 2008 - May 2010
Skills
Research, Data Analysis, Editing, Qualitative Research
Education
Columbia University College of Physicians and Surgeons 2012 — 2016
Doctor of Medicine (MD)
Goucher College 2010 — 2011
Post-Baccalaureate Premedical Program
University of Pennsylvania 2004 — 2008
BA, History
Aberdeen Asset Management August 2015 - Present
Public Financial Management November 2011 - July 2015
BNY Mellon November 2010 - November 2011
SEI Investments April 2009 - November 2010
US Fiduciary July 2007 - March 2009
Wachovia Securities, LLC July 2002 - July 2006
OFI Institutional Asset Management December 2000 - June 2002
Skills
Financial Services, Asset Allocation, Investment Research, Portfolio Management, Equities, Mutual Funds, Investments, Asset Management, Financial Analysis, Finance, Investment Management, Due Diligence, Bonds, Management, Equity Research, Financial Advisory, Trading, Options, Editing
Education
Centre College 1996 — 2000
B.S., Economics
Public Financial Management Managing PartnerLacey Mosby and Sons1975 - 2010
City of Memphis, Tennessee March 1976 - October 1983
Education
Harvard University, John F. Kennedy School of Government 1979 — 1979
SGM, Government Administration
University of Missouri-Columbia 1966 — 1970
MS, ABD, Economics, Finance
The University of Memphis 1963 — 1965
BBA, Economics, Accounting, Finance
BNP Paribas Investment Partners December 2012 - Present
Public Financial Management February 2010 - November 2011
Statesmen Capital Advisors, LLC January 2009 - February 2010
Diversified Investment Advisors October 2006 - August 2009
Commonfund 2002 - 2006
GE Capital 1988 - 1998
Skills
New Business Development, Contract Negotiations, Endowments & Foundations, Asset Managment, Risk Management, Financial Analysis, Business Strategy, Strategic Planning, Mergers, Business Development, Marketing Strategy, Change Management, Management Consulting, Business Planning, Program Management, Product Development, Budgets, Marketing, Project Management, Salesforce.com, Due Diligence, Team Leadership, Account Management, Asset Management, CRM, Financial Services, Contract Negotiation, Investments, Leadership, Mutual Funds, Mergers, Portfolio Management
Education
Hobart and William Smith Colleges 1981 — 1985
BA, Pychology
Hobart and William Smith Colleges 1981 — 1985
Bachelor of Arts (BA), Psychology
J.P. Morgan August 2013 - Present
J.P. Morgan Asset Management August 2010 - July 2013
J.P. Morgan Chase April 2010 - July 2010
Aardvark Trading June 2008 - August 2008
Public Financial Management June 2007 - August 2007
Skills
Series 7, Series 63, Private Banking, Bloomberg, Asset Managment, Asset Management, Wealth Management, Portfolio Management, Factset, Morningstar, VBA, R, Hedge Funds, Commodity Markets, Argus Modeling, Equities, Investment Management, Fixed Income, Quantitative Analytics, Fund Of Funds, ETFs, Investment Strategies, Investments, Mutual Funds
Education
Carnegie Mellon University 2005 — 2009
Bachelor of Science (B.S.), Economics, Statistcs
Stuyvesant High School 2001 — 2005
Community Capital January 2003 - Present
City of Memphis September 1997 - December 2002
Public Financial Management May 1984 - March 1996
Education
La Salle University - School of Business Administration 1980 — 1984
MBA, Finance
Drexel University 1973 — 1977
BS, Design
Prime Therapeutics July 2015 - Present
Ecolab October 2014 - June 2015
Deluxe Corporation April 2013 - October 2014
Best Buy May 2012 - April 2013
The Improve Group July 2009 - 2012
The Improve Group July 2006 - July 2009
Public Financial Management January 2006 - May 2006
Minnesota Private College Council July 2005 - September 2005
Minnesota Department of Revenue January 2005 - August 2005
IRRC 2002 - 2003
Skills
Project Coordination, Program Management, Quantitative Analysis, Strategic Planning, Non-profits, Government..., Financial Analysis, Financial Planning, Financial Reporting, Excel, Access, Data Analysis, Databases, Database Administration, Database Design, Database Management, Data Entry, SPSS, Qualitative Research, SAS, SQL, Quantitative Analytics, Microsoft Excel, Research, Analysis, Government, Public Policy, Strategy, Policy, Business Intelligence, Data Mining, Report Writing, Leadership, Segmentation
Education
University of Minnesota - Carlson School of Management 2008 — 2011
MBA, Finance
University of Minnesota-Twin Cities 2004 — 2006
MPP, Social Policy, Policy Analysis
Carleton College 1998 — 2002
BA, Economics
T. Rowe Price June 2014 - Present
Public Financial Management October 2010 - May 2014
NYC Department of Environmental Protection July 2009 - October 2010
Skills
Financial Analysis, Microsoft Excel, Valuation, Financial Modeling, Analysis, Structured Finance, Bonds, Finance, Financial Structuring, Credit, Capital Markets, Corporate Finance, Bloomberg, Investments, Derivatives, Due Diligence, Fixed Income
Education
Cornell University 2005 — 2009
BA, Mathematics and Economics
Public Financial Management May 2011 - Present
Education
Harvard University 1967 — 1971
B.A., Government
Buckley School
HACC November 2012 - Present
Public Financial Management August 2011 - November 2012
AgChoice Farm Credit, ACA December 2010 - July 2011
Susquehanna Valley Federal Credit Union March 2009 - December 2010
BNY Mellon August 2003 - August 2007
PNC Bank July 2002 - July 2003
Electronic Data Systems March 1998 - July 2000
Skills
Customer Service, Banking, Leadership, Retail Banking, Financial Services, Management, Public Speaking
Education
Central Pennsylvania College 2010 — 2012
Bachelor of Science (BS), Business Administration
HACC, Central Pennsylvania's Community College 2005 — 2007
Associates, Biology
Bank of America Merrill Lynch July 2013 - Present
Public Financial Management July 2010 - June 2013
Office of The Mayor, Managagement and Budget June 2009 - August 2009
Skills
Economics, Financial Modeling, Financial Analysis, Cash Flow Forecasting, Data Analysis, Public Finance, Municipal Bonds, Capital Markets, Excel, PowerPoint
Education
Claremont McKenna College 2006 — 2010
Bachelor of Arts (B.A.), Economics (Finance Sequence)
Packer Collegiate Institute 1998 — 2006
Western Financial Group, LLC. 2000 - Present
Regional Financial Advisors 1995 - 2000
Public Financial Management 1993 - 1995
Skills
Public Policy, Nonprofits, Policy Analysis, Finance, Public Finance, Strategic Planning, Financial Modeling, Financial Analysis, Policy, Non-profits, Local Government, Research
Education
Harvard University, John F. Kennedy School of Government 1989 — 1991
MPP, Public Policy
Lewis & Clark College 1981 — 1985
B.S., Psychology, French
Public Financial Management July 2011 - Present
BNY Mellon May 2010 - August 2010
Skills
Data Analysis, Financial Analysis, Fixed Income, Valuation, Financial Modeling
Education
Carnegie Mellon University 2007 — 2011
B.S., Business Administration (Finance and Entrepreneurship)
Minnesota Department of Management and Budget Assistant CommissionerMinnesota Management & Budget2008 - Present
Ehlers & Associates, Inc. 2007 - 2008
Public Financial Management May 2003 - December 2006
Evensen Dodge, Minneapolis, Minnesota 1988 - 2003
Evensen Dodge, Inc. 1988 - 2003
Education
Hamline University 1984 — 1988
MPA, Public Administration
University of Minnesota-Twin Cities 1981 — 1982
B.S., Urban Studies
The University of Chicago 1978 — 1980
Public Affairs
Public Financial Management September 2012 - Present
RJDelany Capital September 2012 - August 2013
RJ Delany Capital January 2012 - September 2012
Sciens Capital Management October 2006 - December 2011
American Financial Realty Trust/European Financial Realty December 2002 - September 2006
FleetBoston Credit Card Services March 1996 - December 2002
Meridian/Corestates Bank 1994 - 1996
JP Morgan 1992 - 1994
Ernst & Young 1989 - 1992
Skills
Mergers & Acquisitions, Portfolio Management, Strategy, Financial Risk..., Thought Leadership, Finance, Business Strategy, Valuation, Risk Management, Investments, Business Transformation, Asset Management, Capital Markets, Business Development, Financial Services, Leadership, Alternative Investments, Financial Analysis, Credit, Analysis, Financial Managment, Financial Risk, CRM, Accounting, Mutual Funds, Mergers, Managerial Finance, Management Buy Out, Management, Organizational..., Organizational Design, Investment Management, Financial Plannin and..., Treasury Management, Operations Management, Financial Accounting, Cost Accounting, Legal Structures, Investor Relations, Private Equity, Real Estate Transactions, Commercial Real Estate..., International Accounting, International Business..., International Business..., Liquidity Management, Leadership Development
Education
University of Pennsylvania 2014 — 2015
Master of Science (MS), Organizational Dynamics, Masters Science
Drexel University - College of Business and Administration 1994 — 1996
MS Finance, Finance
Drexel University - LeBow College of Business 1984 — 1989
BS Bus Administration, Accounting, Business Admin and Acconting
St. John Neumann 1980 — 1984
HS Diploma
Saint Monica 1971 — 1980
8th grade Diploma
Vanguard 1998 - Present
Public Financial Management 1989 - 1998
Skills
Investments, Asset Allocation, Asset Management, Portfolio Management, Alternative Investments, Investment Management, Wealth Management, Financial Services, Securities, Investment Advisory, Fixed Income, Private Equity, ETFs, Financial Modeling
Education
Harvard Business School 1986 — 1988
MBA
University of Pennsylvania 1979 — 1983
BA, History
Carnegie Mellon University August 2010 - Present
Marjorie Margolies for Congress May 2013 - May 2014
Durham for Council March 2011 - May 2011
Public Financial Management January 2008 - July 2010
Steven G Blum and Associates, LLC June 2007 - December 2007
University of Pennsylvania June 2006 - May 2007
Skills
Excel, Speech Writing, Teaching, Policy Analysis, Public Policy, Public Finance, Research, Financial Modeling, Writing, Politics, Microsoft Excel, Strategy, Editing, Public Speaking, Qualitative Research, R, Quantitative Analytics, Economics, Finance, Burgers, Statistics, Data Analysis, Econometrics, Program Evaluation
Education
Carnegie Mellon University 2010 — 2015
PhD, Public Policy and Management
Carnegie Mellon University 2010 — 2013
MPhil, Public Policy and Management
University of Pennsylvania - The Wharton School 2003 — 2007
B.S., Economics
Germantown Academy 1999 — 2003
Diploma
Independent Contractor March 2015 - Present
Public Financial Management July 2011 - March 2015
Public Financial Management October 2008 - July 2011
Iowa Accountancy Examining Board October 2006 - October 2008
Office of Governor Thomas J. Vilsack December 2004 - October 2006
Iowa Department of Management January 2000 - December 2004
Skills
Public Policy, Policy Analysis, Financial Modeling, Government, Economic Development, Strategic Planning, Management Consulting, Financial Analysis, Policy, Data Analysis, Non-profits, Politics, Program Management, Project Management, Process Improvement, Organizational..., Community Development, Nonprofits, Program Development, Management, Leadership, Analysis, Strategy, Strategic Communications, Strategic Consulting, Business Process..., Leadership Development, Fundraising, Program Evaluation, Grants
Education
Iowa State University 1997 — 2000
B.A., Political Science
Webster City High School 1994 — 1997
Geisinger Health System January 2015 - Present
Holy Spirit Hospital July 2002 - Present
Public Financial Management September 1998 - June 2002
CDMS March 1997 - September 1998
Skills
HIPAA, Data Center, Visio, SharePoint, Security, Citrix, Team Building, Vendor Management, Active Directory, Healthcare Information..., Integration, Troubleshooting, Process Improvement, Network Security, System Administration, Windows Server, IT Management, Network Engineering, Disaster Recovery, VPN, Networking, Servers, VMware, Network Architecture, Software Documentation, Management
Education
McCann School of Business 1991 — 1993
Dual Assoc., Accounting and Computer Science
Elizabethtown College
BS, Business Administration
Wells Fargo July 2015 - Present
Wells Fargo June 2014 - July 2015
Public Financial Management July 2013 - May 2014
Carnegie Mellon University January 2010 - December 2012
Cardinal Health May 2012 - August 2012
Carnegie Mellon University August 2010 - December 2011
Iconify Creative August 2011 - August 2011
Self-Employed August 2006 - July 2011
Skills
Financial Modeling, Statistical Modeling, Photoshop, VBA, Regression Analysis, Bond Pricing, Statistical Computing, Microsoft Excel, Fixed Income, R, Municipal Bonds, Public Finance, Microsoft PowerPoint, Bloomberg Terminal, Data Mining, Analysis, Quantitative Analytics, Thomson One Analytics, Capital IQ, Financial Analysis, Accounting, Credit Analysis, PowerPoint, Data Analysis, Microsoft Word, Microsoft Office, Finance
Education
Carnegie Mellon University 2009 — 2013
Bachelors of Science, Business Administration (Finance), Statistics, GPA 3.77
South Brunswick High School 2006 — 2009
Fifth Third Securities May 2012 - Present
Public Financial Management July 2010 - April 2012
Parkview Health June 2006 - June 2010
Skills
Financial Analysis, Investments, Accounting, Access, Microsoft Excel, DBC, Financial Statements, Financial Modeling
Education
Indiana University—Purdue University Fort Wayne 2006 — 2010
Business, Finance
Public Financial Management February 2005 - Present
Public Financial Management October 2000 - January 2005
Atlantic Fellowships in Public Policy August 1999 - June 2000
City of Philadelphia April 1996 - August 1999
Philadelphia Water Department January 1992 - April 1996
Skills
Performance Management, Local Government, Management, Nonprofits, Budgets, Public Policy, Community Outreach, Public Finance, Strategic Financial..., Finance, Non-profits
Education
Harvard Kennedy School of Government 1990 — 1991
Master of Public Administration (MPA)
Haverford College 1978 — 1982
Bachelor of Arts (BA), Political Science and Government
London School of Economics and Political Science 1980 — 1981
Hennepin County October 2010 - Present
Minnesota Management and Budget February 2008 - October 2010
Ehlers & Associates February 2007 - January 2008
Public Financial Management May 2003 - December 2006
Evensen Dodge 1988 - 2003
Skills
Public Finance, Bonds, Public Policy, Financial Analysis, Economic Development, Government, Policy, Policy Analysis, Strategic Planning, Budgets, Finance, Public Speaking, Research, Microsoft Excel, Analysis, Nonprofits
Education
Hamline University 1984 — 1988
Master's degree, Public Administration
University of Minnesota-Twin Cities 1981 — 1982
Bachelor of Science (B.S.), Economics and Political Science
University of Chicago 1978 — 1980
Public Affairs
Temple University IACUC September 2009 - Present
Arcadia University IRB and IACUC September 2004 - Present
Profit 21 November 1996 - June 1997
RF Spectrum February 1995 - August 1996
Public Financial Management June 1992 - August 1993
Skills
MS Office Suite, Technical Writing, Writing, GIS applications, Data Analysis, Software Quality..., Software Training, Customer Service, Customer Relations, Financial Analysis, Urban Planning, Urban Design, Zoning, Travel Writing, Homeschooling, Administrative Support, Office Administration
Education
California Polytechnic State University-San Luis Obispo 1991 — 1994
MCRP, city planning
University of California, Riverside 1987 — 1991
Bachelors of Arts, Liberal Studies (Psychology and Urban Studies)
Yucaipa high school
Teacher Retirement System of Texas December 2011 - Present
Public Financial Management July 2010 - December 2011
Skills
Valuation, Portfolio Management, Investments, Financial Modeling, Alternative Investments
Education
Harvard College 2006 — 2010
BA, Economics
Public Financial Management September 2013 - Present
Public Financial Management November 2007 - September 2013
Skills
Financial Modeling, Fixed Income, Financial Analysis, Capital Markets, Public Finance, Excel, DBC Software, Cash Flow Forecasting
Education
Grand Valley State University 2001 — 2005
Bachelor's degree, Accounting and Finance
Public Financial Management September 2009 - May 2011
Public Financial Management July 2006 - September 2009
Skills
Microsoft Excel, PowerPoint, Photography, Financial Analysis, Customer Service, Microsoft Word, Microsoft Office, Marketing
Education
Capital College, Pennsylvania State University 2008 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Houston
Communications, Advertising
PwC Consulting September 2012 - Present
Public Financial Management July 2010 - 2012
CMC Office of Development January 2007 - May 2009
Harvey & Company LLC May 2008 - August 2008
Caijing Magazine September 2007 - December 2007
Spencer Stuart May 2007 - August 2007
Skills
Investments, Finance, Project Finance, Bonds, Fundraising, Financial Modeling, Valuation, Structured Finance, Bloomberg, Financial Advisory, Economics, Financial Analysis, Management, Fixed Income
Education
Claremont McKenna College 2009 — 2010
Master's Program in Finance, Finance
Claremont McKenna College 2005 — 2009
Bachelor of Arts, Economics
Singapore American School (High School)
TD Securities (USA) LLC April 2011 - Present
Prager, Sealy & Co LLC 1999 - 2011
Government of the District of Columbia January 1997 - August 1999
Orange County, Florida May 1996 - December 1996
Public Financial Management July 1993 - April 1996
Skills
Project Management, Credit Analysis, Capital Markets, Investments, Finance, Portfolio Management, Real Estate, Bonds, Due Diligence, Valuation, Management, Financial Analysis, Private Equity, Financial Modeling, Investment Banking, Strategic Planning, Fixed Income, Project Finance, Public Finance, Structured Finance, Securities, Real Estate Economics, Financial Structuring
Education
Florida Agricultural and Mechanical University
Master of Business Administration (MBA)
Public Financial Management November 2012 - Present
CFAR August 2010 - August 2012
Kildare Capital, Inc March 2009 - August 2010
Skills
Financial Modeling, Municipal Bonds, Microsoft Excel, Microsoft Word, PowerPoint, Economics, Finance, Strategy
Education
Drexel University 2006 — 2010
B.S., Economics / BSBA, Finance and Economics
Torit Language Center Montessori January 2008 - Present
Ropes & Gray LLP September 2002 - January 2007
Public Financial Management July 1997 - June 1999
Skills
Educational Leadership, Curriculum Design, Nonprofits, Public Speaking, Program Development, Community Outreach, Grant Writing, Staff Development, Strategic Planning, Volunteer Management, Leadership Development, Research, Curriculum Development, Higher Education, Early Childhood..., Management, Education, Admissions, Consulting, Policy, Teaching, Foreign Languages, Entrepreneurship, Montessori
Education
Harvard Law School 1999 — 2002
Doctor of Law (J.D.)
Yale University 1993 — 1997
Bachelor of Arts (B.A.), Ethics, Politics and Economics