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
Employee
Years
Job
Industry
Concetta Anne Bencivenga Concetta Anne Bencivenga's Public Financial Management Experience August 2001 - May 2003
Job Assistant Head of School for Operations & Advancement at The IDEAL School of Manhattan
Industry Nonprofit Organization Management
Experience
The IDEAL School of Manhattan October 2013 - Present
generationOn February 2012 - September 2013
Please Touch Museum September 2009 - January 2012
Fels Institute of Government, The University of Pennsylvania January 2010 - December 2011
Please Touch Museum June 2003 - September 2009
Noyce Leadership Institute 2008 - 2009
Public Financial Management August 2001 - May 2003
Peace Corps 1994 - 1999
Peace Corps June 1992 - October 1994
Skills
Public Policy, Non-profits, Strategic Planning, Organizational..., Public Speaking, Nonprofits, Fundraising, Social Media, Volunteer Management, Event Planning, Community Outreach, Program Development, Grant Writing, Philanthropy
Education
The University of Texas at Austin 1999 — 2001
M.P.Aff, Lyndon B. Johnson School of Public Affairs
Loyola University Maryland 1987 — 1991
BA, History
The IDEAL School of Manhattan October 2013 - Present
generationOn February 2012 - September 2013
Please Touch Museum September 2009 - January 2012
Fels Institute of Government, The University of Pennsylvania January 2010 - December 2011
Please Touch Museum June 2003 - September 2009
Noyce Leadership Institute 2008 - 2009
Public Financial Management August 2001 - May 2003
Peace Corps 1994 - 1999
Peace Corps June 1992 - October 1994
Skills
Public Policy, Non-profits, Strategic Planning, Organizational..., Public Speaking, Nonprofits, Fundraising, Social Media, Volunteer Management, Event Planning, Community Outreach, Program Development, Grant Writing, Philanthropy
Education
The University of Texas at Austin 1999 — 2001
M.P.Aff, Lyndon B. Johnson School of Public Affairs
Loyola University Maryland 1987 — 1991
BA, History
Adam Stuchel, AU, AINS Adam Stuchel, AU, AINS's Public Financial Management Experience May 2009 - January 2010
Job Commercial Underwriting Product Management Analyst at EMC Insurance Companies
Industry Insurance
Experience
EMC Insurance Companies March 2015 - Present
EMC Insurance Companies June 2011 - March 2015
EMC Insurance Companies May 2010 - July 2010
Public Financial Management May 2009 - January 2010
Skills
Insurance, Property & Casualty..., Casualty, Commercial Lines, Commercial Insurance, Underwriting, Liability, General Insurance, Program Facilitation, Public Speaking, Leadership, Team-oriented, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Sales, Risk Management, Time Management, Management, Microsoft Word
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance, Risk Management and Insurance Certificate
EMC Insurance Companies March 2015 - Present
EMC Insurance Companies June 2011 - March 2015
EMC Insurance Companies May 2010 - July 2010
Public Financial Management May 2009 - January 2010
Skills
Insurance, Property & Casualty..., Casualty, Commercial Lines, Commercial Insurance, Underwriting, Liability, General Insurance, Program Facilitation, Public Speaking, Leadership, Team-oriented, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Sales, Risk Management, Time Management, Management, Microsoft Word
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance, Risk Management and Insurance Certificate
Jocelyn Doerfler Jocelyn Doerfler's Public Financial Management Experience January 2014 - Present
Job Senior Associate at Public Financial Management
Industry Higher Education
Experience
Public Financial Management January 2014 - Present
Iowa State University August 2009 - Present
Iowa State University 2012 - 2013
Skills
Microsoft Excel, Microsoft Word, Problem Solving, Critical Thinking, Mathematics, Data Analysis
Education
Iowa State University 2009 — 2013
Bachelor of Science (BS), Mathematics
Public Financial Management January 2014 - Present
Iowa State University August 2009 - Present
Iowa State University 2012 - 2013
Skills
Microsoft Excel, Microsoft Word, Problem Solving, Critical Thinking, Mathematics, Data Analysis
Education
Iowa State University 2009 — 2013
Bachelor of Science (BS), Mathematics
Jacqueline Benjamin Jacqueline Benjamin's Public Financial Management Experience July 1998 - October 2000
Job at
Industry Financial Services
Experience
The Investment Counsel Company November 2014 - Present
United Capital Financial Advisers, LLC February 2014 - November 2014
The Investment Counsel Company of Nevada May 2008 - February 2014
Raymond James Financial June 2001 - May 2008
A.G. Edwards & Sons, Inc. July 2004 - June 2005
Gould & Lamb, LLC September 2003 - July 2004
Public Financial Management July 1998 - October 2000
Skills
Wealth Management, Uniform Combined State..., Client Liaison, Portfolio Reporting, Mutual Funds, Portfolio Management
Education
Keiser College 2000 — 2001
A.A., Business Administration
Northeastern University 1994 — 1998
The Investment Counsel Company November 2014 - Present
United Capital Financial Advisers, LLC February 2014 - November 2014
The Investment Counsel Company of Nevada May 2008 - February 2014
Raymond James Financial June 2001 - May 2008
A.G. Edwards & Sons, Inc. July 2004 - June 2005
Gould & Lamb, LLC September 2003 - July 2004
Public Financial Management July 1998 - October 2000
Skills
Wealth Management, Uniform Combined State..., Client Liaison, Portfolio Reporting, Mutual Funds, Portfolio Management
Education
Keiser College 2000 — 2001
A.A., Business Administration
Northeastern University 1994 — 1998
Leslie Ann Cook Leslie Ann Cook's Public Financial Management Experience May 2011 - August 2011
Job Analyst at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings March 2012 - Present
New York University January 2013 - May 2013
City of New York September 2011 - March 2012
Public Financial Management May 2011 - August 2011
George Berkeley Bilingual School January 2009 - December 2009
Intercambio de Comunidades 2006 - 2008
Skills
Policy Analysis, Public Policy, Government, Public Finance, SPSS, Stata, Community Outreach, Data Analysis, Economics, Finance, Financial Analysis, Financial Modeling, International..., Nonprofits, Public Speaking, Quantitative Analytics, Research
Education
New York University 2011 — 2013
Master of Public Administration (MPA), Public Finance
London School of Economics and Political Science
Certificate, Macroeconomics
University of Colorado at Boulder
Bachelor of Arts, Spanish Language and Literature, English Literature
Passed Level I of the CFA Program
Fitch Ratings March 2012 - Present
New York University January 2013 - May 2013
City of New York September 2011 - March 2012
Public Financial Management May 2011 - August 2011
George Berkeley Bilingual School January 2009 - December 2009
Intercambio de Comunidades 2006 - 2008
Skills
Policy Analysis, Public Policy, Government, Public Finance, SPSS, Stata, Community Outreach, Data Analysis, Economics, Finance, Financial Analysis, Financial Modeling, International..., Nonprofits, Public Speaking, Quantitative Analytics, Research
Education
New York University 2011 — 2013
Master of Public Administration (MPA), Public Finance
London School of Economics and Political Science
Certificate, Macroeconomics
University of Colorado at Boulder
Bachelor of Arts, Spanish Language and Literature, English Literature
Passed Level I of the CFA Program
Scott Shearer Scott Shearer's Public Financial Management Experience 2010 - Present
Job Managing Director at Public Financial Management
Industry Financial Services
Experience
Public Financial Management 2010 - Present
Public Financial Management 1998 - 2010
Skills
- Structuring of..., - variable rate..., - bond pool financings, - various forms of bank..., - interest rate swaps, - financial advisory..., - capital planning,...
Education
Penn State University
Bachelor of Science (B.Sc.), Actuarial Science
Public Financial Management 2010 - Present
Public Financial Management 1998 - 2010
Skills
- Structuring of..., - variable rate..., - bond pool financings, - various forms of bank..., - interest rate swaps, - financial advisory..., - capital planning,...
Education
Penn State University
Bachelor of Science (B.Sc.), Actuarial Science
Rachel Tisera Rachel Tisera's Public Financial Management Experience 1999 - 2001
Job Actress
Industry Motion Pictures and Film
Experience
Event Staffing and Promotions January 2002 - Present
Mainstreetproductions September 2006 - June 2012
SDJ Productions November 2008 - October 2010
GMR Marketing January 2007 - April 2008
MMA 2006 - 2008
Valley Forge Childrens Theatre 2006 - 2007
Public Financial Management 1999 - 2001
Education
Philadelphia University 1997 — 1999
Temple University
Event Staffing and Promotions January 2002 - Present
Mainstreetproductions September 2006 - June 2012
SDJ Productions November 2008 - October 2010
GMR Marketing January 2007 - April 2008
MMA 2006 - 2008
Valley Forge Childrens Theatre 2006 - 2007
Public Financial Management 1999 - 2001
Education
Philadelphia University 1997 — 1999
Temple University
Kelli Lambrix Kelli Lambrix's Public Financial Management Experience April 2008 - May 2015
Job Vice President at Global Corporate Trust Services at U.S. Bank National Association
Industry Financial Services
Experience
U.S. Bank May 2015 - Present
Public Financial Management April 2008 - May 2015
Oppenheimer & Co. October 2005 - March 2008
Comerica Securities September 2001 - October 2005
H&R Block Financial Advisors May 1996 - September 2001
Skills
Financial Structuring, Bonds, Public Finance, Credit Analysis, Options, Fixed Income, Municipal Bonds, Alternative Investments, Securities, Municipalities, Valuation, Capital Markets, Bloomberg, Analysis, Equities, Debt Restructuring, Series 7, Asset Allocation, Government, Portfolio Management, Investment Strategies, Investments, Asset Management, Mutual Funds, Investment Banking, Finance, Financial Advisory, Financial Modeling, Structured Finance, Relationship Management, Structured Products, Financial Markets, Project Finance, Presentations, Technical Presentations, Presentation Development, Public Speaking, Marketing, Financial Analysis, Management, Leadership, Due Diligence
Education
Walsh College 2000 — 2002
Master's of Science in Finance, Finance
Michigan State University 1992 — 1996
Bachelors of Arts, Finance
West Ottawa HIgh School
U.S. Bank May 2015 - Present
Public Financial Management April 2008 - May 2015
Oppenheimer & Co. October 2005 - March 2008
Comerica Securities September 2001 - October 2005
H&R Block Financial Advisors May 1996 - September 2001
Skills
Financial Structuring, Bonds, Public Finance, Credit Analysis, Options, Fixed Income, Municipal Bonds, Alternative Investments, Securities, Municipalities, Valuation, Capital Markets, Bloomberg, Analysis, Equities, Debt Restructuring, Series 7, Asset Allocation, Government, Portfolio Management, Investment Strategies, Investments, Asset Management, Mutual Funds, Investment Banking, Finance, Financial Advisory, Financial Modeling, Structured Finance, Relationship Management, Structured Products, Financial Markets, Project Finance, Presentations, Technical Presentations, Presentation Development, Public Speaking, Marketing, Financial Analysis, Management, Leadership, Due Diligence
Education
Walsh College 2000 — 2002
Master's of Science in Finance, Finance
Michigan State University 1992 — 1996
Bachelors of Arts, Finance
West Ottawa HIgh School
Josh Hoagland Josh Hoagland's Public Financial Management Experience May 2012 - December 2012
Job Import Analyst, Economics Student
Industry Import and Export
Experience
Shapiro August 2012 - Present
Public Financial Management May 2012 - December 2012
Starbucks Coffee Company August 2006 - August 2012
PA House of Representatives August 2011 - December 2011
Krilix, Inc. September 2009 - February 2010
Black Tiger Company January 2006 - October 2007
LA Fitness June 2006 - October 2006
Skills
Retail, Customer Satisfaction, Customer Service, Sales, PowerPoint, Microsoft Excel, Research, Time Management, Project Management, Census FactFinder, Labor Relations, Budgets, Strategy, Marketing, Nonprofits, Business Development, Social Networking, Leadership, Social Media
Education
Temple University 2010 — 2014
B.B.A., International Business & Economics, 3.5
Oakcrest High School 2001 — 2005
Shapiro August 2012 - Present
Public Financial Management May 2012 - December 2012
Starbucks Coffee Company August 2006 - August 2012
PA House of Representatives August 2011 - December 2011
Krilix, Inc. September 2009 - February 2010
Black Tiger Company January 2006 - October 2007
LA Fitness June 2006 - October 2006
Skills
Retail, Customer Satisfaction, Customer Service, Sales, PowerPoint, Microsoft Excel, Research, Time Management, Project Management, Census FactFinder, Labor Relations, Budgets, Strategy, Marketing, Nonprofits, Business Development, Social Networking, Leadership, Social Media
Education
Temple University 2010 — 2014
B.B.A., International Business & Economics, 3.5
Oakcrest High School 2001 — 2005
Benjamin Kapenstein Benjamin Kapenstein's Public Financial Management Experience December 2014 - Present
Job Financial Advisory Analyst at Public Financial Management
Industry Accounting
Experience
Dauphin County Democratic Committee April 2015 - Present
Public Financial Management December 2014 - Present
Middletown Borough November 2013 - Present
PFM Asset Management, LLC. December 2012 - December 2014
CPBOA 2007 - 2013
Pennsylvania Department of Revenue, PA Lottery October 2011 - December 2012
PHEAA June 2011 - October 2011
Dairy Queen June 2004 - October 2011
Skills
Preparing financial..., Communication, Microsoft Office, Microsoft Excel, Account Reconciliation, Bank Reconciliation, Mutual Funds, Local Government Finance, Fixed Income, Financial Statements, Internal Audit, Journal Entries, Financial Reporting, QuickBooks, Financial Accounting, Financial Analysis, Public Speaking, Microsoft Word
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Accounting
Dauphin County Democratic Committee April 2015 - Present
Public Financial Management December 2014 - Present
Middletown Borough November 2013 - Present
PFM Asset Management, LLC. December 2012 - December 2014
CPBOA 2007 - 2013
Pennsylvania Department of Revenue, PA Lottery October 2011 - December 2012
PHEAA June 2011 - October 2011
Dairy Queen June 2004 - October 2011
Skills
Preparing financial..., Communication, Microsoft Office, Microsoft Excel, Account Reconciliation, Bank Reconciliation, Mutual Funds, Local Government Finance, Fixed Income, Financial Statements, Internal Audit, Journal Entries, Financial Reporting, QuickBooks, Financial Accounting, Financial Analysis, Public Speaking, Microsoft Word
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Accounting
Collin Laden Collin Laden's Public Financial Management Experience June 2011 - September 2012
Job Manager at Alvarez & Marsal
Industry Management Consulting
Experience
Alvarez & Marsal November 2014 - Present
Alvarez & Marsal October 2012 - November 2014
Public Financial Management June 2011 - September 2012
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, Public Speaking, PowerPoint, Economics, Data Analysis, Project Management, Strategic Financial..., Microsoft Word, Process Improvement, Non-profits, Nonprofits, Strategy, Program Management, Training Delivery, Finance, Analysis, Management Consulting
Education
Texas A&M University 2006 — 2010
Bachelor of Arts, Latin American Commerce, Spanish
Instituto Tecnológico y de Estudios Superiores de Monterrey 2009 — 2009
Reciprocal Exchange, International Business & Mexican Studies
Alvarez & Marsal November 2014 - Present
Alvarez & Marsal October 2012 - November 2014
Public Financial Management June 2011 - September 2012
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, Public Speaking, PowerPoint, Economics, Data Analysis, Project Management, Strategic Financial..., Microsoft Word, Process Improvement, Non-profits, Nonprofits, Strategy, Program Management, Training Delivery, Finance, Analysis, Management Consulting
Education
Texas A&M University 2006 — 2010
Bachelor of Arts, Latin American Commerce, Spanish
Instituto Tecnológico y de Estudios Superiores de Monterrey 2009 — 2009
Reciprocal Exchange, International Business & Mexican Studies
Eric Su's Public Financial Management Experience February 2014 - November 2014
Job Actuarial Assistant at Symetra
Industry Financial Services
Experience
Symetra May 2015 - Present
Symetra February 2015 - May 2015
Public Financial Management February 2014 - November 2014
PrepNorthwest March 2013 - October 2013
SBY Translation Co June 2012 - September 2012
UBS March 2012 - June 2012
Alaskan General Seafood Inc June 2011 - July 2011
U.S. Census Bureau January 2011 - May 2011
Skills
Microsoft Excel, Teamwork, Data Entry, Economics, Research, Leadership, Management, Financial Modeling
Education
University of Washington 2009 — 2013
Bachelor of Science (BS), Economics
Western Reserve Academy 2005 — 2009
High School Diploma
Thammasat University
Thammasat University
Symetra May 2015 - Present
Symetra February 2015 - May 2015
Public Financial Management February 2014 - November 2014
PrepNorthwest March 2013 - October 2013
SBY Translation Co June 2012 - September 2012
UBS March 2012 - June 2012
Alaskan General Seafood Inc June 2011 - July 2011
U.S. Census Bureau January 2011 - May 2011
Skills
Microsoft Excel, Teamwork, Data Entry, Economics, Research, Leadership, Management, Financial Modeling
Education
University of Washington 2009 — 2013
Bachelor of Science (BS), Economics
Western Reserve Academy 2005 — 2009
High School Diploma
Thammasat University
Thammasat University
Kathy Masterson Kathy Masterson's Public Financial Management Experience May 2003 - May 2006
Job Senior Director at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings May 2006 - Present
Public Financial Management May 2003 - May 2006
Standard & Poor's August 1997 - May 2003
Skills
Public Finance, Fixed Income, Capital Markets, Debt, Financial Markets, Credit Analysis, Financial Structuring, Securities, Investments, Analysis
Education
The University of Texas at Austin - The LBJ School of Public Affairs 1995 — 1997
Master's degree, Public Policy
University of Arizona 1989 — 1993
Bachelor's degree, History
Fitch Ratings May 2006 - Present
Public Financial Management May 2003 - May 2006
Standard & Poor's August 1997 - May 2003
Skills
Public Finance, Fixed Income, Capital Markets, Debt, Financial Markets, Credit Analysis, Financial Structuring, Securities, Investments, Analysis
Education
The University of Texas at Austin - The LBJ School of Public Affairs 1995 — 1997
Master's degree, Public Policy
University of Arizona 1989 — 1993
Bachelor's degree, History
Yani Kisoki Yani Kisoki's Public Financial Management Experience June 2002 - December 2004
Job Leveraged Finance
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Morgan Stanley Wealth Management December 2011 - March 2013
UBS Investment Bank September 2009 - September 2010
UBS Investment Bank January 2005 - August 2009
Public Financial Management June 2002 - December 2004
Skills
Equities, Investments, Portfolio Management, Trading, Securities, Strategy, Structured Finance, Equity Capital Markets, IPO, CRM, Investment Banking, Capital Markets, Capital Raising, Fixed Income, Bloomberg, Hedge Funds, Derivatives, Valuation, Financial Modeling, Equity Derivatives, Finance, Financial Markets
Education
Swarthmore College 1998 — 2002
BA, Economics and Psychology
University of California, Davis 2013 — 2015
Master of Business Administration (MBA)
Wells Fargo Securities June 2015 - Present
Morgan Stanley Wealth Management December 2011 - March 2013
UBS Investment Bank September 2009 - September 2010
UBS Investment Bank January 2005 - August 2009
Public Financial Management June 2002 - December 2004
Skills
Equities, Investments, Portfolio Management, Trading, Securities, Strategy, Structured Finance, Equity Capital Markets, IPO, CRM, Investment Banking, Capital Markets, Capital Raising, Fixed Income, Bloomberg, Hedge Funds, Derivatives, Valuation, Financial Modeling, Equity Derivatives, Finance, Financial Markets
Education
Swarthmore College 1998 — 2002
BA, Economics and Psychology
University of California, Davis 2013 — 2015
Master of Business Administration (MBA)
Shelley Whittaker Shelley Whittaker's Public Financial Management Experience April 2002 - Present
Job Accounts Payable Associate at Public Financial Management
Industry Financial Services
Experience
Public Financial Management April 2002 - Present
Public Financial Management April 2002 - Present
Skills
Accounts Payable, Financial Analysis, Accounting, Microsoft Excel, General Ledger, Financial Accounting, Finance, Concur, Internal Controls, Microsoft Word, Internal Audit, PowerUser for MicroSoft...
Education
Rosemont College 2011 — 2018
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, A
Public Financial Management April 2002 - Present
Public Financial Management April 2002 - Present
Skills
Accounts Payable, Financial Analysis, Accounting, Microsoft Excel, General Ledger, Financial Accounting, Finance, Concur, Internal Controls, Microsoft Word, Internal Audit, PowerUser for MicroSoft...
Education
Rosemont College 2011 — 2018
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, A
Kat Cameron Kat Cameron's Public Financial Management Experience May 2011 - August 2011
Job Communications Intern at Dance Films Association; Freelance Photographer/Videographer; Electric
Industry Entertainment
Experience
Self-Employed January 2010 - Present
Dance Films Association March 2015 - Present
Energy Concepts, Inc. October 2014 - January 2015
Sales Associate September 2014 - January 2015
University of Wisconsin-Madison Dance Department February 2011 - December 2014
University of Wisconsin-Madison: University Housing August 2011 - May 2014
Saint Patrick Parish, the Catholic Community of Hudson, WI June 2013 - August 2013
Panda Mountain July 2012 - July 2012
Public Financial Management May 2011 - August 2011
Energy Concepts, Inc. May 2010 - November 2010
Skills
Photography, Editing, Social Media, Customer Service, Newsletters, Dance, Graphic Design, Grant Writing, Public Speaking, Film Lighting, Best Boy Electric, Microsoft Office, Advertising, Web Design, InDesign, Video Editing, Video Production, PowerPoint, Community Outreach, Event Planning, Aperture, Interviewing Skills, Illustrator, Final Cut Pro, Contemporary Dance, QLab, Social Networking, Leadership, DaVinci Resolve, iMovie, Facebook, Blogging
Education
University of Wisconsin-Madison 2009 — 2014
B.S., Biological Aspects of Conservation, Environmental Studies, Dance, Leadership
Peking University 2012 — 2012
Chinese History and Modern Development of the Environment
Hudson High School 2005 — 2009
High School Degree, Emphasis in STEM fields
Dance Education Laboratory
Dance Education Laboratory
Self-Employed January 2010 - Present
Dance Films Association March 2015 - Present
Energy Concepts, Inc. October 2014 - January 2015
Sales Associate September 2014 - January 2015
University of Wisconsin-Madison Dance Department February 2011 - December 2014
University of Wisconsin-Madison: University Housing August 2011 - May 2014
Saint Patrick Parish, the Catholic Community of Hudson, WI June 2013 - August 2013
Panda Mountain July 2012 - July 2012
Public Financial Management May 2011 - August 2011
Energy Concepts, Inc. May 2010 - November 2010
Skills
Photography, Editing, Social Media, Customer Service, Newsletters, Dance, Graphic Design, Grant Writing, Public Speaking, Film Lighting, Best Boy Electric, Microsoft Office, Advertising, Web Design, InDesign, Video Editing, Video Production, PowerPoint, Community Outreach, Event Planning, Aperture, Interviewing Skills, Illustrator, Final Cut Pro, Contemporary Dance, QLab, Social Networking, Leadership, DaVinci Resolve, iMovie, Facebook, Blogging
Education
University of Wisconsin-Madison 2009 — 2014
B.S., Biological Aspects of Conservation, Environmental Studies, Dance, Leadership
Peking University 2012 — 2012
Chinese History and Modern Development of the Environment
Hudson High School 2005 — 2009
High School Degree, Emphasis in STEM fields
Dance Education Laboratory
Dance Education Laboratory
Helen Jun Helen Jun's Public Financial Management Experience May 2004 - June 2007
Job Associate, Deutsche Asset & Wealth Management
Industry Real Estate
Experience
Deutsche Asset & Wealth Management July 2007 - Present
Public Financial Management May 2004 - June 2007
Federal Home Loan Bank of San Francisco June 1997 - June 2002
Skills
Risk Management, Valuation, Asset Management, Due Diligence
Education
St. Joseph Notre Dame High School 1984 — 1988
UC Davis
Deutsche Asset & Wealth Management July 2007 - Present
Public Financial Management May 2004 - June 2007
Federal Home Loan Bank of San Francisco June 1997 - June 2002
Skills
Risk Management, Valuation, Asset Management, Due Diligence
Education
St. Joseph Notre Dame High School 1984 — 1988
UC Davis
Brian Peter's Public Financial Management Experience September 2010 - December 2010
Job Presidential Management Fellow at U.S. Department of Health and Human Services, Budget Performance and Policy
Industry Government Administration
Experience
US Department of Health and Human Services January 2015 - Present
NYSERDA June 2012 - December 2014
NYSERDA August 2011 - October 2012
Citizens for Tax Justice June 2011 - August 2011
NYSERDA February 2011 - June 2011
Public Financial Management September 2010 - December 2010
U.S. Department of Labor June 2010 - August 2010
Internal Revenue Service September 2009 - May 2010
America Works July 2009 - August 2009
Education
University at Albany 2009 — 2011
Masters in Public Administration, Public Administration
State University of New York at Albany 2009 — 2010
Bachelor of Arts, Political Science, Double Minor in Public Policy and Journalism
University at Buffalo 2006 — 2008
Political Science
US Department of Health and Human Services January 2015 - Present
NYSERDA June 2012 - December 2014
NYSERDA August 2011 - October 2012
Citizens for Tax Justice June 2011 - August 2011
NYSERDA February 2011 - June 2011
Public Financial Management September 2010 - December 2010
U.S. Department of Labor June 2010 - August 2010
Internal Revenue Service September 2009 - May 2010
America Works July 2009 - August 2009
Education
University at Albany 2009 — 2011
Masters in Public Administration, Public Administration
State University of New York at Albany 2009 — 2010
Bachelor of Arts, Political Science, Double Minor in Public Policy and Journalism
University at Buffalo 2006 — 2008
Political Science
Vanessa Kwong's Public Financial Management Experience February 2013 - May 2015
Job Operations at Caviar Fastbite (Acquired by Square)
Industry Internet
Experience
Caviar Fastbite (Acquired by Square) May 2015 - Present
Public Financial Management February 2013 - May 2015
KPMG November 2012 - February 2013
Accenture July 2011 - November 2012
Siemens June 2010 - July 2011
UF AASU May 2009 - May 2010
Target May 2009 - July 2009
Northwestern Mutual May 2008 - July 2008
Skills
Financial Analysis, Finance, Microsoft Excel, Risk Management, Leadership, Internal Controls, Management, PowerPoint, Financial Modeling, Project Management, Accounting, Corporate Finance, Internal Audit, Visio, Financial Reporting, Auditing, Budgets, Social Media, Process Improvement, SharePoint, Investments, Public Finance, Cantonese, Manage Client..., Business Planning, Management Consulting, Corporate Accounting, Recruiting, Campus Recruiting, Human Resources, Event Planning, Philanthropy, Food, Food Technology, Operations Management, Start-ups, Food Photography, Blogging
Education
University of Florida - Warrington College Of Business 2006 — 2010
BS, Finance
Caviar Fastbite (Acquired by Square) May 2015 - Present
Public Financial Management February 2013 - May 2015
KPMG November 2012 - February 2013
Accenture July 2011 - November 2012
Siemens June 2010 - July 2011
UF AASU May 2009 - May 2010
Target May 2009 - July 2009
Northwestern Mutual May 2008 - July 2008
Skills
Financial Analysis, Finance, Microsoft Excel, Risk Management, Leadership, Internal Controls, Management, PowerPoint, Financial Modeling, Project Management, Accounting, Corporate Finance, Internal Audit, Visio, Financial Reporting, Auditing, Budgets, Social Media, Process Improvement, SharePoint, Investments, Public Finance, Cantonese, Manage Client..., Business Planning, Management Consulting, Corporate Accounting, Recruiting, Campus Recruiting, Human Resources, Event Planning, Philanthropy, Food, Food Technology, Operations Management, Start-ups, Food Photography, Blogging
Education
University of Florida - Warrington College Of Business 2006 — 2010
BS, Finance
Maureen O'Laughlin Maureen O'Laughlin's Public Financial Management Experience 1987 - 1989
Job Director, Grants Accounting at Cooper University Hospital
Industry Hospital & Health Care
Experience
Cooper University Health Care 2009 - Present
Cooper University Health Care 2004 - 2009
Cooper University Health Care 2002 - 2004
Cooper University Health Care 2000 - 2002
Public Financial Management 1987 - 1989
Skills
Accounting, Financial Analysis, Federal Grants..., Financial Reporting, Lawson General Ledger, Department Budgeting, Medicare/Medicaid..., Cost Accounting, Financial Statements, Consolidated Financial..., Risk Assessment, Risk Management
Education
The College of New Jersey
Bachelor of Science (B.S.), Accounting
Cooper University Health Care 2009 - Present
Cooper University Health Care 2004 - 2009
Cooper University Health Care 2002 - 2004
Cooper University Health Care 2000 - 2002
Public Financial Management 1987 - 1989
Skills
Accounting, Financial Analysis, Federal Grants..., Financial Reporting, Lawson General Ledger, Department Budgeting, Medicare/Medicaid..., Cost Accounting, Financial Statements, Consolidated Financial..., Risk Assessment, Risk Management
Education
The College of New Jersey
Bachelor of Science (B.S.), Accounting
Bradley Remig Bradley Remig's Public Financial Management Experience July 1990 - Present
Job Managing Director at Public Financial Management
Industry Financial Services
Experience
Public Financial Management July 1990 - Present
Skills
Investment Management, Financial Markets, Investment Advisory, Derivatives, Financial Advisory, Financial Services, Debt Restructuring, Project Finance, Budgets, Finance, Business Planning, Bonds, Financial Risk, Management, Series 63, Structured Finance, Financial Analysis
Education
Princeton University 1986 — 1990
A.B., Economics
Public Financial Management July 1990 - Present
Skills
Investment Management, Financial Markets, Investment Advisory, Derivatives, Financial Advisory, Financial Services, Debt Restructuring, Project Finance, Budgets, Finance, Business Planning, Bonds, Financial Risk, Management, Series 63, Structured Finance, Financial Analysis
Education
Princeton University 1986 — 1990
A.B., Economics
Edward J. Polansky Edward J. Polansky's Public Financial Management Experience November 2013 - Present
Job Key Account Manager at Public Financial Management
Industry Financial Services
Experience
Public Financial Management November 2013 - Present
Vanguard August 2005 - November 2013
Vanguard February 2004 - August 2005
Vanguard February 2002 - February 2004
Vanguard May 1999 - February 2002
Vanguard December 1996 - May 1999
Skills
Series 6, Series 63, Mutual Funds, Investments, 401k, ERISA, Equities, Portfolio Management, Relationship Management, Financial Analysis, Retirement, Process Improvement, Strategic Planning, Retirement Planning, Defined Contribution, Leadership, Securities, Asset Allocation, ETFs, Wealth Management, Asset Management, CRM, Investment Strategies, Employee Benefits, Financial Services, Retirement Plan..., Finance, Fixed Income, Business Strategy, FINRA, Alternative Investments, Strategic Financial..., Sales, Financial Modeling, Fixed Annuities, Human Resources, Investment Advisory, Pensions, Investment Management, Risk Management
Education
Penn State University 1999 — 2001
Masters, Business Administration and Management, General
Rider University 1986 — 1991
Bachelor's degree, Finance, General
Bishop Eustace Prep School 1982 — 1986
Public Financial Management November 2013 - Present
Vanguard August 2005 - November 2013
Vanguard February 2004 - August 2005
Vanguard February 2002 - February 2004
Vanguard May 1999 - February 2002
Vanguard December 1996 - May 1999
Skills
Series 6, Series 63, Mutual Funds, Investments, 401k, ERISA, Equities, Portfolio Management, Relationship Management, Financial Analysis, Retirement, Process Improvement, Strategic Planning, Retirement Planning, Defined Contribution, Leadership, Securities, Asset Allocation, ETFs, Wealth Management, Asset Management, CRM, Investment Strategies, Employee Benefits, Financial Services, Retirement Plan..., Finance, Fixed Income, Business Strategy, FINRA, Alternative Investments, Strategic Financial..., Sales, Financial Modeling, Fixed Annuities, Human Resources, Investment Advisory, Pensions, Investment Management, Risk Management
Education
Penn State University 1999 — 2001
Masters, Business Administration and Management, General
Rider University 1986 — 1991
Bachelor's degree, Finance, General
Bishop Eustace Prep School 1982 — 1986
Adam Kurland Adam Kurland's Public Financial Management Experience August 2001 - August 2003
Job Associate Director/Engagement Manager at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics September 2014 - Present
Moody's Analytics February 2012 - September 2014
Capgemini August 2010 - February 2012
Campaign Office of Congresswoman Carolyn Maloney May 2010 - August 2010
Lehman Brothers January 2008 - August 2008
United States Army August 2003 - January 2008
Public Financial Management August 2001 - August 2003
Skills
Public Finance, Financial Modeling
Education
Columbia Graduate School of Business 2008 — 2010
MBA, Finance
The Johns Hopkins University 1997 — 2001
BA, Economics
Moody's Analytics September 2014 - Present
Moody's Analytics February 2012 - September 2014
Capgemini August 2010 - February 2012
Campaign Office of Congresswoman Carolyn Maloney May 2010 - August 2010
Lehman Brothers January 2008 - August 2008
United States Army August 2003 - January 2008
Public Financial Management August 2001 - August 2003
Skills
Public Finance, Financial Modeling
Education
Columbia Graduate School of Business 2008 — 2010
MBA, Finance
The Johns Hopkins University 1997 — 2001
BA, Economics
Carlos Markovich Carlos Markovich's Public Financial Management Experience May 2013 - August 2013
Job Urban Planner at City of Miami Beach
Industry Architecture & Planning
Experience
City of Miami Beach April 2015 - Present
Think Forward Consulting February 2014 - July 2014
University of Miami Planning Dpt. August 2013 - December 2013
Public Financial Management May 2013 - August 2013
Law Office of David H. Polack, LLC November 2011 - May 2013
Bendixen & Amandi International January 2012 - May 2012
Miami-Dade County June 2011 - August 2011
Dream in Green February 2011 - May 2011
The Miami Woman's Club June 2008 - August 2008
Skills
Policy, Research, Data Analysis, Public Policy, Sustainability, Urbanism, Economics, Public Speaking, Market Research, ArcGIS, Spanish, Public Finance, Policy Analysis, Community Development, Policy Writing, Investigative Reporting, Ecosystem Ecology, Land Use Planning, Interviews, Community Outreach, Social Media, Avid iNEWS, Adobe Creative Suite, International Relations, Government, Financial Analysis, Qualitative Research, Politics, Nonprofits, Press Releases, Statistics, Microsoft Office, Avid I
Education
University of Miami 2009 — 2013
Bachelor's Degree, Economics / Ecosystem Science & Policy
City of Miami Beach April 2015 - Present
Think Forward Consulting February 2014 - July 2014
University of Miami Planning Dpt. August 2013 - December 2013
Public Financial Management May 2013 - August 2013
Law Office of David H. Polack, LLC November 2011 - May 2013
Bendixen & Amandi International January 2012 - May 2012
Miami-Dade County June 2011 - August 2011
Dream in Green February 2011 - May 2011
The Miami Woman's Club June 2008 - August 2008
Skills
Policy, Research, Data Analysis, Public Policy, Sustainability, Urbanism, Economics, Public Speaking, Market Research, ArcGIS, Spanish, Public Finance, Policy Analysis, Community Development, Policy Writing, Investigative Reporting, Ecosystem Ecology, Land Use Planning, Interviews, Community Outreach, Social Media, Avid iNEWS, Adobe Creative Suite, International Relations, Government, Financial Analysis, Qualitative Research, Politics, Nonprofits, Press Releases, Statistics, Microsoft Office, Avid I
Education
University of Miami 2009 — 2013
Bachelor's Degree, Economics / Ecosystem Science & Policy
Anton Voinov Anton Voinov's Public Financial Management Experience July 2005 - July 2010
Job Vice President at Siebert Brandford Shank Co., LLC.
Industry Investment Banking
Experience
Siebert Brandford Shank Co., LLC. September 2011 - Present
Public Financial Management July 2005 - July 2010
Skills
Financial Modeling, Fixed Income, Valuation, Capital Markets, Financial Analysis, Investment Banking, Due Diligence, Corporate Finance, Bonds, Deal Origination, Proposal Writing, Economics, Emerging Markets, Credit, Deal Creation, Strategic Financial..., Project Finance, Equities, Investments
Education
London Business School 2010 — 2011
M.S., Finance
Swarthmore College 2001 — 2005
B.A., Economics
Siebert Brandford Shank Co., LLC. September 2011 - Present
Public Financial Management July 2005 - July 2010
Skills
Financial Modeling, Fixed Income, Valuation, Capital Markets, Financial Analysis, Investment Banking, Due Diligence, Corporate Finance, Bonds, Deal Origination, Proposal Writing, Economics, Emerging Markets, Credit, Deal Creation, Strategic Financial..., Project Finance, Equities, Investments
Education
London Business School 2010 — 2011
M.S., Finance
Swarthmore College 2001 — 2005
B.A., Economics
Bryan Raynor, CFA's Public Financial Management Experience June 2011 - August 2014
Job Bank Investment Risk Expert at PNC
Industry Investment Management
Experience
PNC September 2014 - Present
Public Financial Management June 2011 - August 2014
CSR Pharma Services August 2010 - July 2011
Brandywine Global Investment Management December 2003 - May 2010
Prudential Financial 1997 - 2003
Education
Rutgers University
BA, Physics
Rutgers University-New Brunswick
MS, Physics
PNC September 2014 - Present
Public Financial Management June 2011 - August 2014
CSR Pharma Services August 2010 - July 2011
Brandywine Global Investment Management December 2003 - May 2010
Prudential Financial 1997 - 2003
Education
Rutgers University
BA, Physics
Rutgers University-New Brunswick
MS, Physics
Joseph Good Joseph Good's Public Financial Management Experience June 2015 - August 2015
Job Intern at Public Financial Management
Industry Financial Services
Experience
Penn State Investment Association January 2014 - Present
Public Financial Management June 2015 - August 2015
FMA Advisory August 2012 - June 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media, Social Networking, Leadership, Customer Service, Facebook, Sales, Time Management
Education
Penn State University 2013 — 2017
Smeal College of Business: B.S. Finance, Finance, 3.68/4.0
Central Dauphin High School
Central Dauphin High School
Penn State Investment Association January 2014 - Present
Public Financial Management June 2015 - August 2015
FMA Advisory August 2012 - June 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media, Social Networking, Leadership, Customer Service, Facebook, Sales, Time Management
Education
Penn State University 2013 — 2017
Smeal College of Business: B.S. Finance, Finance, 3.68/4.0
Central Dauphin High School
Central Dauphin High School
Gordon J Mann III Gordon J Mann III's Public Financial Management Experience May 2006 - Present
Job Deputy Managing Editor at D3sports
Industry Financial Services
Experience
Public Financial Management May 2006 - Present
D3sports September 2000 - Present
New York State Senate September 2000 - September 2004
Skills
Public Finance, Financial Services, Management Consulting, Financial Analysis, Program Management, Bonds, Strategic Consulting, Strategic Financial..., Analytics, Policy Analysis, Public Policy, Public Speaking, Economics
Education
University of Pennsylvania 2004 — 2006
Masters of Public Administration, Public Administration
Trinity College-Hartford 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
Public Financial Management May 2006 - Present
D3sports September 2000 - Present
New York State Senate September 2000 - September 2004
Skills
Public Finance, Financial Services, Management Consulting, Financial Analysis, Program Management, Bonds, Strategic Consulting, Strategic Financial..., Analytics, Policy Analysis, Public Policy, Public Speaking, Economics
Education
University of Pennsylvania 2004 — 2006
Masters of Public Administration, Public Administration
Trinity College-Hartford 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
Chris Pencikowski Chris Pencikowski's Public Financial Management Experience April 2013 - Present
Job Head of School at Lee Montessori Public Charter School
Industry Education Management
Experience
Lee Montessori Public Charter School March 2013 - Present
Public Financial Management April 2013 - Present
AppleTree Institute for Education Innovation July 2012 - March 2013
U.S. Department of Education July 2010 - July 2012
Public Financial Management June 2006 - June 2010
Peace Corps November 2000 - May 2003
Skills
Performance Management, Staff Development, Leadership, Public Policy, Non-profits, Government, Program Evaluation, Program Development, Program Management, Strategic Planning, Grants, Research, Community Outreach, Nonprofits, Finance, Management Consulting, Leadership Development, Legislative Relations, Teaching
Education
The Broad Center for the Management of School Systems 2010 — 2012
Master of Education Leadership
University of Pennsylvania 2005 — 2007
Master of Public Administration (M.P.A.), Public Administration
Tulane University 1996 — 2000
Bachelor of Arts, Psychology
Farmington High School
Lee Montessori Public Charter School March 2013 - Present
Public Financial Management April 2013 - Present
AppleTree Institute for Education Innovation July 2012 - March 2013
U.S. Department of Education July 2010 - July 2012
Public Financial Management June 2006 - June 2010
Peace Corps November 2000 - May 2003
Skills
Performance Management, Staff Development, Leadership, Public Policy, Non-profits, Government, Program Evaluation, Program Development, Program Management, Strategic Planning, Grants, Research, Community Outreach, Nonprofits, Finance, Management Consulting, Leadership Development, Legislative Relations, Teaching
Education
The Broad Center for the Management of School Systems 2010 — 2012
Master of Education Leadership
University of Pennsylvania 2005 — 2007
Master of Public Administration (M.P.A.), Public Administration
Tulane University 1996 — 2000
Bachelor of Arts, Psychology
Farmington High School
Chantel Gurns's Public Financial Management Experience January 2013 - Present
Job Associate at Public Financial Management
Industry Financial Services
Experience
Public Financial Management January 2013 - Present
Susquehanna Valley Medical Specialties May 2012 - November 2012
Skills
PowerPoint, Microsoft Excel, Adobe Acrobat, Office Administration, Microsoft Office, Microsoft Word, Fortis, Concur, Leadership, Finance
Education
Luzerne County Community College 2004 — 2007
Associate's degree, Social Sciences
Public Financial Management January 2013 - Present
Susquehanna Valley Medical Specialties May 2012 - November 2012
Skills
PowerPoint, Microsoft Excel, Adobe Acrobat, Office Administration, Microsoft Office, Microsoft Word, Fortis, Concur, Leadership, Finance
Education
Luzerne County Community College 2004 — 2007
Associate's degree, Social Sciences
Robert Fiato Robert Fiato's Public Financial Management Experience July 2009 - September 2010
Job Unit Head at NYC Office of Management and Budget
Industry Public Policy
Experience
NYC Office of Management and Budget September 2010 - Present
Public Financial Management July 2009 - September 2010
University at Albany August 2008 - July 2009
TLSG, Ltd. August 2005 - May 2008
Skills
Policy, Policy Analysis, Public Policy, Budgets, Program Evaluation, Data Analysis, Politics, Public Administration, Government, Non-profits
Education
University at Albany, SUNY 2007 — 2009
MPA, Public Administration (Policy Analysis; Public Management)
Syracuse University 2000 — 2004
BA, Public Relations/Political Science
NYC Office of Management and Budget September 2010 - Present
Public Financial Management July 2009 - September 2010
University at Albany August 2008 - July 2009
TLSG, Ltd. August 2005 - May 2008
Skills
Policy, Policy Analysis, Public Policy, Budgets, Program Evaluation, Data Analysis, Politics, Public Administration, Government, Non-profits
Education
University at Albany, SUNY 2007 — 2009
MPA, Public Administration (Policy Analysis; Public Management)
Syracuse University 2000 — 2004
BA, Public Relations/Political Science
Sarah Lantz Sarah Lantz's Public Financial Management Experience May 2013 - August 2013
Job Student at The University of Georgia
Industry Accounting
Experience
Public Financial Management May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Accounting, Social Media, Financial Statements
Education
University of Georgia - Terry College of Business 2014 — 2016
Bachelor of Business Administration (B.B.A.), Accounting
The University of Georgia 2012 — 2016
Public Financial Management May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Accounting, Social Media, Financial Statements
Education
University of Georgia - Terry College of Business 2014 — 2016
Bachelor of Business Administration (B.B.A.), Accounting
The University of Georgia 2012 — 2016
Cynthia Holland's Public Financial Management Experience 1989 - 2011
Job Executive Director at The Bahnsen Group, HighTower
Industry Financial Services
Experience
The Bahnsen Group, HighTower April 2015 - Present
Morgan Stanley Wealth Management August 2012 - April 2015
Graziadio Alumni Network Leadership Council, Orange County April 2010 - March 2013
Holland Consulting January 2010 - July 2012
Public Financial Management 1989 - 2011
Skills
Strategy, Leadership, Public Speaking, Coaching, Marketing, Program Management, Management Consulting, Human Resources, Networking, Proposal Writing, Training, Process Improvement, Public Relations, Event Management, Maintaining Strong..., Entrepreneurship, Organizational...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2008
MBA, Leadership and Managing Organizational Change
University of Phoenix 2002 — 2004
Bachelor of Science, Business Management
Irvine Valley College 1999 — 2001
English, Psychology, Anthropology
New Horizons Computer Learning Center 1999 — 2000
11 Completion Certificates, Microsoft Office Applications
Hewlett-Packard 1987 — 1987
Training the Trainer & Tom Peters’ Effective People Skills
The Bahnsen Group, HighTower April 2015 - Present
Morgan Stanley Wealth Management August 2012 - April 2015
Graziadio Alumni Network Leadership Council, Orange County April 2010 - March 2013
Holland Consulting January 2010 - July 2012
Public Financial Management 1989 - 2011
Skills
Strategy, Leadership, Public Speaking, Coaching, Marketing, Program Management, Management Consulting, Human Resources, Networking, Proposal Writing, Training, Process Improvement, Public Relations, Event Management, Maintaining Strong..., Entrepreneurship, Organizational...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2008
MBA, Leadership and Managing Organizational Change
University of Phoenix 2002 — 2004
Bachelor of Science, Business Management
Irvine Valley College 1999 — 2001
English, Psychology, Anthropology
New Horizons Computer Learning Center 1999 — 2000
11 Completion Certificates, Microsoft Office Applications
Hewlett-Packard 1987 — 1987
Training the Trainer & Tom Peters’ Effective People Skills
Joel Poelhuis's Public Financial Management Experience July 2013 - Present
Job Analyst at Public Financial Management
Industry Financial Services
Experience
Public Financial Management July 2013 - Present
SNL Financial June 2011 - June 2013
Teach and Learn with Georgia September 2010 - June 2011
Washington and Lee University, Tucker Multimedia Center September 2008 - June 2010
The Miami Herald June 2009 - August 2009
Skills
Business Journalism, Research, Teaching, Russian, German, Microsoft Office, Dreamweaver, Photoshop, Fireworks, Interviewing, Analysis, Editing, Proofreading
Education
Washington and Lee University 2006 — 2010
BA, Journalism
Universität Bayreuth / University of Bayreuth 2008 — 2008
Study Abroad
Public Financial Management July 2013 - Present
SNL Financial June 2011 - June 2013
Teach and Learn with Georgia September 2010 - June 2011
Washington and Lee University, Tucker Multimedia Center September 2008 - June 2010
The Miami Herald June 2009 - August 2009
Skills
Business Journalism, Research, Teaching, Russian, German, Microsoft Office, Dreamweaver, Photoshop, Fireworks, Interviewing, Analysis, Editing, Proofreading
Education
Washington and Lee University 2006 — 2010
BA, Journalism
Universität Bayreuth / University of Bayreuth 2008 — 2008
Study Abroad
James Ginty James Ginty's Public Financial Management Experience 1998 - 2007
Job Senior Vice President at MuniCap Inc.
Industry Financial Services
Experience
MuniCap Inc. April 2012 - Present
B.C. Ziegler and Company 2008 - 2012
Ferris, Baker, Watts August 2007 - June 2008
Public Financial Management 1998 - 2007
Skills
Capital Markets, Financial Modeling
Education
Loyola College in Maryland 1986 — 1990
Bachelor of Business Administration, Finance
MuniCap Inc. April 2012 - Present
B.C. Ziegler and Company 2008 - 2012
Ferris, Baker, Watts August 2007 - June 2008
Public Financial Management 1998 - 2007
Skills
Capital Markets, Financial Modeling
Education
Loyola College in Maryland 1986 — 1990
Bachelor of Business Administration, Finance
Lloyd Cheu Lloyd Cheu's Public Financial Management Experience 1996 - 1997
Job Principal/Owner at COOL Kitchens
Industry Design
Experience
COOL Kitchens 2003 - Present
VitaminShoppe.com 2000 - 2001
Children's Television Workshop 1997 - 1999
Public Financial Management 1996 - 1997
ORIX USA Corporation 1994 - 1996
Skills
Social Media, Interior Design, Architectural Design, Window Treatments, Space-planning, Design Research, Space planning, Concept Development, Public Speaking, Furniture, Interior Architecture, Graphic Design, Residential Design, Architectural Drawings, Green Building, Construction, Strategy, Renovation, Furnishings, Flooring
Education
University of Pennsylvania 1983 — 1997
Bachelor of Arts (B.A.), Architectural Design, Minor in Marketing (Wharton School)
Northwestern University - Kellogg School of Management 1990 — 1992
Master of Business Administration (MBA), Finance & Marketing
COOL Kitchens 2003 - Present
VitaminShoppe.com 2000 - 2001
Children's Television Workshop 1997 - 1999
Public Financial Management 1996 - 1997
ORIX USA Corporation 1994 - 1996
Skills
Social Media, Interior Design, Architectural Design, Window Treatments, Space-planning, Design Research, Space planning, Concept Development, Public Speaking, Furniture, Interior Architecture, Graphic Design, Residential Design, Architectural Drawings, Green Building, Construction, Strategy, Renovation, Furnishings, Flooring
Education
University of Pennsylvania 1983 — 1997
Bachelor of Arts (B.A.), Architectural Design, Minor in Marketing (Wharton School)
Northwestern University - Kellogg School of Management 1990 — 1992
Master of Business Administration (MBA), Finance & Marketing
Martha Vermuth Martha Vermuth's Public Financial Management Experience July 2000 - April 2004
Job Master Tailor, Founder High Socks & Seams
Industry Apparel & Fashion
Experience
zTailors April 2015 - Present
High Socks & Seams September 2006 - Present
Public Financial Management July 2000 - April 2004
Ad Central/Fleming Foods March 1998 - February 2000
CMI Co-Marketing Inc. January 1994 - February 1998
Skills
Microsoft Office, Illustrator, Photoshop, QuarkXPress, Adobe Acrobat, Event Planning, Sewing, Graphic Design, Multi-tasked, Attentiveness to Detail, Personalization, Graphics, Apparel, Social Networking, Editing, Styling, Tailoring, Nonprofits, Fundraising, Event Management, Microsoft Excel, Customer Service, Blogging, Social Media, Social Media Marketing, Marketing Communications
Education
Oral Roberts University 1988 — 1990
Political Science and Government
West Virginia University Institute of Technology 1987 — 1988
Political Science and Government
zTailors April 2015 - Present
High Socks & Seams September 2006 - Present
Public Financial Management July 2000 - April 2004
Ad Central/Fleming Foods March 1998 - February 2000
CMI Co-Marketing Inc. January 1994 - February 1998
Skills
Microsoft Office, Illustrator, Photoshop, QuarkXPress, Adobe Acrobat, Event Planning, Sewing, Graphic Design, Multi-tasked, Attentiveness to Detail, Personalization, Graphics, Apparel, Social Networking, Editing, Styling, Tailoring, Nonprofits, Fundraising, Event Management, Microsoft Excel, Customer Service, Blogging, Social Media, Social Media Marketing, Marketing Communications
Education
Oral Roberts University 1988 — 1990
Political Science and Government
West Virginia University Institute of Technology 1987 — 1988
Political Science and Government
Christy Myers's Public Financial Management Experience 2003 - May 2004
Job Owner, Christy Myers Photography
Industry Photography
Experience
Christy Myers Photography 2004 - Present
Public Financial Management 2003 - May 2004
Evensen Dodge, Inc. 1974 - 2003
Skills
Portrait Photography, Headshots, Photography, Photos, Portraits, Financial Analysis
Education
The Evergreen State College 1972 — 1973
BA
Christy Myers Photography 2004 - Present
Public Financial Management 2003 - May 2004
Evensen Dodge, Inc. 1974 - 2003
Skills
Portrait Photography, Headshots, Photography, Photos, Portraits, Financial Analysis
Education
The Evergreen State College 1972 — 1973
BA
Jeremy Polster Jeremy Polster's Public Financial Management Experience June 2011 - July 2013
Job Analyst at Goldman, Sachs & Co.
Industry Investment Banking
Experience
Goldman Sachs September 2013 - Present
Public Financial Management June 2011 - July 2013
IMG June 2010 - July 2010
Skills
VBA, DBC, Microsoft Excel, Microsoft Office, Minitab, Stata, Economics, Data Analysis, PowerPoint, Market Research, Bloomberg, Financial Modeling, Word, Public Policy, Writing, Mac OS X, Financial Analysis, Bonds, Public Finance, C++, Calculus, Quantitative Finance, Microsoft CRM
Education
Kenyon College 2007 — 2011
BA, Economics
Kenyon College 2004 — 2011
Bachelor's of Arts, Economics
Goldman Sachs September 2013 - Present
Public Financial Management June 2011 - July 2013
IMG June 2010 - July 2010
Skills
VBA, DBC, Microsoft Excel, Microsoft Office, Minitab, Stata, Economics, Data Analysis, PowerPoint, Market Research, Bloomberg, Financial Modeling, Word, Public Policy, Writing, Mac OS X, Financial Analysis, Bonds, Public Finance, C++, Calculus, Quantitative Finance, Microsoft CRM
Education
Kenyon College 2007 — 2011
BA, Economics
Kenyon College 2004 — 2011
Bachelor's of Arts, Economics
Jeffrey M. Pearsall Jeffrey M. Pearsall's Public Financial Management Experience August 1999 - Present
Job Managing Director at PFM
Industry Financial Services
Experience
Public Financial Management August 1999 - Present
Mellon Financial Markets, Inc. November 1996 - August 1999
Bank of America April 1992 - December 1995
Security Pacific Bank September 1987 - April 1992
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
Northwestern University 1979 — 1983
BA, Economics
Phillips Andover Academy 1976 — 1979
Public Financial Management August 1999 - Present
Mellon Financial Markets, Inc. November 1996 - August 1999
Bank of America April 1992 - December 1995
Security Pacific Bank September 1987 - April 1992
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
Northwestern University 1979 — 1983
BA, Economics
Phillips Andover Academy 1976 — 1979
Emeka Moneme's Public Financial Management Experience September 2003 - February 2005
Job Deputy Executive Director at Federal City Council
Industry Management Consulting
Experience
Federal City Council May 2013 - Present
Strativia Software 2007 - Present
Pillar Solutions, LLC February 2010 - May 2013
WMATA August 2008 - February 2010
District Department of Transportation (DDOT) January 2007 - August 2008
WMATA February 2006 - January 2007
Parsons Brinckerhoff March 2005 - February 2006
Public Financial Management September 2003 - February 2005
District Department of Transportation (DDOT) July 2000 - September 2003
Skills
Public/private..., Government, Public Policy, Strategic Planning, Economic Development, Policy Analysis, Program Management, Policy, Project Management, Transportation Planning, Local Government, Urban Planning, Financial Modeling, Risk Management, Management Consulting
Education
University of Cincinnati 1998 — 2000
MCP
Miami University 1990 — 1995
Bachelor of Science
Federal City Council May 2013 - Present
Strativia Software 2007 - Present
Pillar Solutions, LLC February 2010 - May 2013
WMATA August 2008 - February 2010
District Department of Transportation (DDOT) January 2007 - August 2008
WMATA February 2006 - January 2007
Parsons Brinckerhoff March 2005 - February 2006
Public Financial Management September 2003 - February 2005
District Department of Transportation (DDOT) July 2000 - September 2003
Skills
Public/private..., Government, Public Policy, Strategic Planning, Economic Development, Policy Analysis, Program Management, Policy, Project Management, Transportation Planning, Local Government, Urban Planning, Financial Modeling, Risk Management, Management Consulting
Education
University of Cincinnati 1998 — 2000
MCP
Miami University 1990 — 1995
Bachelor of Science
Anna Kranzthor Anna Kranzthor's Public Financial Management Experience June 2007 - April 2010
Job Executive Assistant to CEO at Brandcast | San Francisco
Industry Information Technology and Services
Experience
Brandcast San Francisco August 2015 - Present
Ministry of Supply January 2015 - August 2015
Getaround February 2012 - February 2014
Qwiki May 2011 - December 2011
Working Equity, Inc April 2010 - February 2011
Public Financial Management June 2007 - April 2010
Skills
Marketing, Budgets, Microsoft Excel, Executive Support, Calendaring, Social Media, Social Media Marketing, Administrative..., HTML, Social Networking, Marketing Communications, Event Planning, Project Management, Microsoft Office, Public Relations, Travel Arrangements, Expense Reports, Customer Service, Event Management, Public Speaking, Microsoft Word, PowerPoint, Strategic Planning, Start-ups, Outlook, Leadership, Management, Office Management, Access, Administrative...
Education
University of Colorado Boulder 2002 — 2006
BA, Psychology, Political Science
University of Colorado Boulder
Bachelor of Applied Science (B.A.Sc.), Psychology
Brandcast San Francisco August 2015 - Present
Ministry of Supply January 2015 - August 2015
Getaround February 2012 - February 2014
Qwiki May 2011 - December 2011
Working Equity, Inc April 2010 - February 2011
Public Financial Management June 2007 - April 2010
Skills
Marketing, Budgets, Microsoft Excel, Executive Support, Calendaring, Social Media, Social Media Marketing, Administrative..., HTML, Social Networking, Marketing Communications, Event Planning, Project Management, Microsoft Office, Public Relations, Travel Arrangements, Expense Reports, Customer Service, Event Management, Public Speaking, Microsoft Word, PowerPoint, Strategic Planning, Start-ups, Outlook, Leadership, Management, Office Management, Access, Administrative...
Education
University of Colorado Boulder 2002 — 2006
BA, Psychology, Political Science
University of Colorado Boulder
Bachelor of Applied Science (B.A.Sc.), Psychology
Lindsey Richards's Public Financial Management Experience January 2011 - May 2011
Job Planning and Allocation Analyst at J.Crew
Industry Apparel & Fashion
Experience
J.Crew July 2013 - Present
PNC August 2011 - July 2013
Public Financial Management January 2011 - May 2011
Nordstrom June 2010 - August 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Financial Analysis, Business Strategy, Relationship Management, Marketing Strategy, Retail, Fashion
Education
The George Washington University - School of Business 2007 — 2011
BBA, Finance, Marketing, Public Health
IES Barcelona 2010 — 2010
Business and Liberal Arts
J.Crew July 2013 - Present
PNC August 2011 - July 2013
Public Financial Management January 2011 - May 2011
Nordstrom June 2010 - August 2010
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Financial Analysis, Business Strategy, Relationship Management, Marketing Strategy, Retail, Fashion
Education
The George Washington University - School of Business 2007 — 2011
BBA, Finance, Marketing, Public Health
IES Barcelona 2010 — 2010
Business and Liberal Arts
Robert Jarosz's Public Financial Management Experience July 2012 - March 2015
Job Analyst Public Finance at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. March 2015 - Present
Public Financial Management July 2012 - March 2015
Michigan State Ice Hockey Camp May 2007 - July 2011
Skills
Time Management, Investments, Strategic Financial..., Financial Services, 401k, Series 7, Bloomberg Terminal, Alternative Investments, Strategy
Education
Michigan State University 2006 — 2012
Bachelor of Arts (B.A.), Mathematics
Stifel Financial Corp. March 2015 - Present
Public Financial Management July 2012 - March 2015
Michigan State Ice Hockey Camp May 2007 - July 2011
Skills
Time Management, Investments, Strategic Financial..., Financial Services, 401k, Series 7, Bloomberg Terminal, Alternative Investments, Strategy
Education
Michigan State University 2006 — 2012
Bachelor of Arts (B.A.), Mathematics
Dorene Lofgren Dorene Lofgren's Public Financial Management Experience June 2005 - June 2006
Job Contract Instructional Designer
Industry Higher Education
Experience
New York University 2011 - 2015
Girl Scouts of the USA July 2006 - 2015
Public Financial Management June 2005 - June 2006
Skills
Instructional Design, Instructional Technology, Technical Training, Software Implementation, E-Learning, Learning Management..., Training
Education
New York University
Master's degree, Educational/Instructional Technology
Wesleyan University 1995 — 1999
Bachelor of Arts (B.A.)
New York University 2011 - 2015
Girl Scouts of the USA July 2006 - 2015
Public Financial Management June 2005 - June 2006
Skills
Instructional Design, Instructional Technology, Technical Training, Software Implementation, E-Learning, Learning Management..., Training
Education
New York University
Master's degree, Educational/Instructional Technology
Wesleyan University 1995 — 1999
Bachelor of Arts (B.A.)
Chad Kramer Chad Kramer's Public Financial Management Experience 2001 - 2004
Job Chief Operating Officer at Berwick Hospital Center
Industry Hospital & Health Care
Experience
Berwick Hospital Center 2012 - Present
HCR ManorCare 2005 - 2012
Public Financial Management 2001 - 2004
Skills
Physician Relations, Healthcare Management, Revenue Cycle, Medicare, Hospitals, Healthcare, Managed Care, Healthcare Consulting, HIPAA, Healthcare Information..., EMR, Medicaid, Physicians, EHR, Home Care, Nursing, Quality Improvement, Patient Safety, Healthcare Industry, Practice Management
Education
University of Alabama at Birmingham 1999 — 2001
Master of Science (MS), Health/Health Care Administration/Management
University of Alabama at Birmingham 1999 — 2001
Master of Science (MS), Business Administration and Management, General
Texas A&M University 1994 — 1999
Bachelor of Science (BS), Biochemistry/Genetics
Berwick Hospital Center 2012 - Present
HCR ManorCare 2005 - 2012
Public Financial Management 2001 - 2004
Skills
Physician Relations, Healthcare Management, Revenue Cycle, Medicare, Hospitals, Healthcare, Managed Care, Healthcare Consulting, HIPAA, Healthcare Information..., EMR, Medicaid, Physicians, EHR, Home Care, Nursing, Quality Improvement, Patient Safety, Healthcare Industry, Practice Management
Education
University of Alabama at Birmingham 1999 — 2001
Master of Science (MS), Health/Health Care Administration/Management
University of Alabama at Birmingham 1999 — 2001
Master of Science (MS), Business Administration and Management, General
Texas A&M University 1994 — 1999
Bachelor of Science (BS), Biochemistry/Genetics
Katharina Helling, MPA Katharina Helling, MPA's Public Financial Management Experience June 2012 - December 2012
Job Market Research Analyst at Health Strategies Group
Industry Market Research
Experience
Health Strategies Group January 2015 - Present
MJC Consulting October 2013 - October 2014
Center for Women in Government & Civil Society January 2013 - July 2013
NYS Office for People with Developmental Disabilities January 2013 - July 2013
University at Albany August 2012 - May 2013
Public Financial Management June 2012 - December 2012
Alliance for Quality Education May 2012 - August 2012
Café Animal Orchestra January 2011 - June 2011
ImagineX Group January 2010 - February 2010
Skills
Policy Analysis, Research, Microsoft Excel, PowerPoint, Public Health, Data Analysis, Program Evaluation, Public Relations, Government, Public Policy, Project Management, Stakeholder Management, Business Analysis, Public Speaking, Medicaid Managed Care, Microsoft Office, Systems Analysis, Advanced Database..., WordPress, German, Russian, French, Nonprofits, Public speaking
Education
Rockefeller College of Public Affairs & Policy, University at Albany 2011 — 2013
Master of Public Administration (MPA)
University of Melbourne 2010 — 2011
Master of Public Policy and Management
Universität Mannheim / University of Mannheim 2007 — 2010
Bachelor of Arts (BA)
Health Strategies Group January 2015 - Present
MJC Consulting October 2013 - October 2014
Center for Women in Government & Civil Society January 2013 - July 2013
NYS Office for People with Developmental Disabilities January 2013 - July 2013
University at Albany August 2012 - May 2013
Public Financial Management June 2012 - December 2012
Alliance for Quality Education May 2012 - August 2012
Café Animal Orchestra January 2011 - June 2011
ImagineX Group January 2010 - February 2010
Skills
Policy Analysis, Research, Microsoft Excel, PowerPoint, Public Health, Data Analysis, Program Evaluation, Public Relations, Government, Public Policy, Project Management, Stakeholder Management, Business Analysis, Public Speaking, Medicaid Managed Care, Microsoft Office, Systems Analysis, Advanced Database..., WordPress, German, Russian, French, Nonprofits, Public speaking
Education
Rockefeller College of Public Affairs & Policy, University at Albany 2011 — 2013
Master of Public Administration (MPA)
University of Melbourne 2010 — 2011
Master of Public Policy and Management
Universität Mannheim / University of Mannheim 2007 — 2010
Bachelor of Arts (BA)
Andrea Thomson's Public Financial Management Experience June 2012 - January 2014
Job Budget Analyst at State of Maryland Department of Budget and Management
Industry Government Administration
Experience
Maryland Department of Budget and Management (DBM) May 2014 - Present
Public Financial Management June 2012 - January 2014
The Enterprise Center November 2011 - May 2012
Maryland Department of Business and Economic Development (DBED) June 2010 - August 2010
The Retriever Weekly UMBC's College Newspaper September 2007 - December 2009
Kumon September 2005 - January 2008
Skills
Public Policy, Economic Development, Policy Analysis, Research, Grants, Budgets, Politics, Stata, Political Science, Community Outreach, Economics, Policy, Government, Nonprofits, Program Evaluation, Data Analysis, Political Campaigns, Grant Writing, Fundraising, SPSS, Qualitative Research, Community Development, Public Speaking
Education
University of Pennsylvania 2011 — 2013
Masters in Public Administration, Professional Certificate in Public Finance, 3.93 GPA
University of Maryland Baltimore County 2007 — 2011
Bachelor's degree, Economics; Political Science; Writing Minor; Magna Cum Laude
Maryland Department of Budget and Management (DBM) May 2014 - Present
Public Financial Management June 2012 - January 2014
The Enterprise Center November 2011 - May 2012
Maryland Department of Business and Economic Development (DBED) June 2010 - August 2010
The Retriever Weekly UMBC's College Newspaper September 2007 - December 2009
Kumon September 2005 - January 2008
Skills
Public Policy, Economic Development, Policy Analysis, Research, Grants, Budgets, Politics, Stata, Political Science, Community Outreach, Economics, Policy, Government, Nonprofits, Program Evaluation, Data Analysis, Political Campaigns, Grant Writing, Fundraising, SPSS, Qualitative Research, Community Development, Public Speaking
Education
University of Pennsylvania 2011 — 2013
Masters in Public Administration, Professional Certificate in Public Finance, 3.93 GPA
University of Maryland Baltimore County 2007 — 2011
Bachelor's degree, Economics; Political Science; Writing Minor; Magna Cum Laude
Matthew Stoffel, MBA Matthew Stoffel, MBA's Public Financial Management Experience September 2012 - Present
Job Analyst at Public Financial Management
Industry Higher Education
Experience
Public Financial Management September 2012 - Present
Murray State University August 2012 - October 2012
Murray State University August 2011 - August 2012
Murray State University August 2010 - May 2011
Pella Corporation December 2008 - June 2010
Pella Corporation August 2006 - December 2008
Pella Corporation May 2004 - August 2006
Skills
Higher Education, Public Speaking, Microsoft Office, Data Analysis, Statistics, Research, Leadership, PowerPoint, Teaching, Microsoft Excel, Access, Event Planning, Customer Service, Microsoft Word, Social Media, Strategic Planning, University Teaching, Fundraising, Leadership Development
Education
Murray State University 2008 — 2011
MBA, Finance
Wartburg College 2000 — 2004
BA, Mathematics
Public Financial Management September 2012 - Present
Murray State University August 2012 - October 2012
Murray State University August 2011 - August 2012
Murray State University August 2010 - May 2011
Pella Corporation December 2008 - June 2010
Pella Corporation August 2006 - December 2008
Pella Corporation May 2004 - August 2006
Skills
Higher Education, Public Speaking, Microsoft Office, Data Analysis, Statistics, Research, Leadership, PowerPoint, Teaching, Microsoft Excel, Access, Event Planning, Customer Service, Microsoft Word, Social Media, Strategic Planning, University Teaching, Fundraising, Leadership Development
Education
Murray State University 2008 — 2011
MBA, Finance
Wartburg College 2000 — 2004
BA, Mathematics
Bart Breen, PMP's Public Financial Management Experience October 1998 - September 2000
Job Bart Breen is an experienced Managerial Consultant and NonProfit Leader seeking a position in Human Resource Management
Industry Human Resources
Experience
Sears July 2015 - Present
Deloitte Consulting May 2009 - January 2015
BearingPoint October 2008 - May 2009
Miracle Systems, LLC October 2007 - September 2008
Savantage Solutions April 2006 - September 2007
RWC Consulting March 2005 - March 2006
McLean Presbyterian Church October 2000 - February 2005
Public Financial Management October 1998 - September 2000
Eastern Pennsylvania District of the C&MA April 1994 - September 1998
Home Property Management April 1993 - April 1994
Skills
Management Consulting, Change Management, Project Management, PMP, Business Process..., Public Speaking, Data Analysis, Leadership Development, Process Improvement, Grants, Project Planning, Team Leadership, Budgets, Team Building, Business Analysis, Writing, Social Networking, Business Strategy, Organizational..., Business Transformation, MS Project, Research, Non-profits, Coaching, Blogging, Grant Monitoring, Visio, Managerial Finance, Grant Writing, Business Process Mapping, Personnel Management, Book Reviews, MS Excel, LSS, Project Server, Scenario Analysis, Scenario Planning, Focus Groups, Master Scheduling, Critical Thinking, Federal Grants..., Grant Administration, Federal Government..., Contract Closeout, Mentoring, Grant Preparation, Federal Government..., Grant Closeout, Federal Government..., Nonprofits
Education
Management Concepts 2011 — 2012
Grants Management Certification for Federal Employees
Nyack College 2006 — 2008
Master of Science
Alliance Theological Seminary 1989 — 1989
Palm Beach Atlantic University 1986 — 1987
Bachelor of Science
Oral Roberts University 1982 — 1985
Palm Beach Atlantic University 1981 — 1981
Bachelor of Science
Oral Roberts University 1980 — 1981
The King's Academy 1978 — 1980
High School Diploma
HDCH 1977 — 1978
Hillfield Strathellen College 1976 — 1977
Sears July 2015 - Present
Deloitte Consulting May 2009 - January 2015
BearingPoint October 2008 - May 2009
Miracle Systems, LLC October 2007 - September 2008
Savantage Solutions April 2006 - September 2007
RWC Consulting March 2005 - March 2006
McLean Presbyterian Church October 2000 - February 2005
Public Financial Management October 1998 - September 2000
Eastern Pennsylvania District of the C&MA April 1994 - September 1998
Home Property Management April 1993 - April 1994
Skills
Management Consulting, Change Management, Project Management, PMP, Business Process..., Public Speaking, Data Analysis, Leadership Development, Process Improvement, Grants, Project Planning, Team Leadership, Budgets, Team Building, Business Analysis, Writing, Social Networking, Business Strategy, Organizational..., Business Transformation, MS Project, Research, Non-profits, Coaching, Blogging, Grant Monitoring, Visio, Managerial Finance, Grant Writing, Business Process Mapping, Personnel Management, Book Reviews, MS Excel, LSS, Project Server, Scenario Analysis, Scenario Planning, Focus Groups, Master Scheduling, Critical Thinking, Federal Grants..., Grant Administration, Federal Government..., Contract Closeout, Mentoring, Grant Preparation, Federal Government..., Grant Closeout, Federal Government..., Nonprofits
Education
Management Concepts 2011 — 2012
Grants Management Certification for Federal Employees
Nyack College 2006 — 2008
Master of Science
Alliance Theological Seminary 1989 — 1989
Palm Beach Atlantic University 1986 — 1987
Bachelor of Science
Oral Roberts University 1982 — 1985
Palm Beach Atlantic University 1981 — 1981
Bachelor of Science
Oral Roberts University 1980 — 1981
The King's Academy 1978 — 1980
High School Diploma
HDCH 1977 — 1978
Hillfield Strathellen College 1976 — 1977
Akira Drake's Public Financial Management Experience 2008 - 2008
Job Researcher
Industry Public Policy
Experience
Virginia Commonwealth University September 2014 - December 2014
Econsult Corporation October 2007 - May 2014
IBM Global Services August 2008 - August 2010
Public Financial Management 2008 - 2008
Legislative Analyst's Office June 2007 - August 2007
Synygy, Inc August 2004 - August 2006
Skills
Economics, Economic Development, Public Policy, Policy, Data Analysis, Policy Analysis, ArcGIS, Urban Planning, Stata, SPSS, Qualitative Research
Education
Rutgers University-New Brunswick 2010 — 2014
PhD, Planning and Public Policy
University of Pennsylvania 2006 — 2008
MGA
University of Pennsylvania - The Wharton School 2001 — 2004
BS, Economics - Concentration, Management
Virginia Commonwealth University September 2014 - December 2014
Econsult Corporation October 2007 - May 2014
IBM Global Services August 2008 - August 2010
Public Financial Management 2008 - 2008
Legislative Analyst's Office June 2007 - August 2007
Synygy, Inc August 2004 - August 2006
Skills
Economics, Economic Development, Public Policy, Policy, Data Analysis, Policy Analysis, ArcGIS, Urban Planning, Stata, SPSS, Qualitative Research
Education
Rutgers University-New Brunswick 2010 — 2014
PhD, Planning and Public Policy
University of Pennsylvania 2006 — 2008
MGA
University of Pennsylvania - The Wharton School 2001 — 2004
BS, Economics - Concentration, Management
Hugh Marble III Hugh Marble III's Public Financial Management Experience July 1998 - July 2001
Job Clinical Assistant Professor of Finance at College of William & Mary
Industry Higher Education
Experience
College of William & Mary August 2015 - Present
University of Vermont September 2007 - May 2015
Public Financial Management July 1998 - July 2001
Skills
Research, Financial Economics, Higher Education, Quantitative Analytics
Education
University of Florida - Warrington College of Business Administration 2001 — 2007
PhD, Finance
Rollins College - Crummer Graduate School of Business 1996 — 1998
MBA
University of Rhode Island 1992 — 1995
BS, Economics
College of William & Mary August 2015 - Present
University of Vermont September 2007 - May 2015
Public Financial Management July 1998 - July 2001
Skills
Research, Financial Economics, Higher Education, Quantitative Analytics
Education
University of Florida - Warrington College of Business Administration 2001 — 2007
PhD, Finance
Rollins College - Crummer Graduate School of Business 1996 — 1998
MBA
University of Rhode Island 1992 — 1995
BS, Economics
Kim McFadden Kim McFadden's Public Financial Management Experience January 2012 - Present
Job December 2011 Graduate of Lebanon Valley College; Financial Analyst at PFM Asset Management LLC
Industry Financial Services
Experience
Tutor.com February 2013 - Present
Public Financial Management January 2012 - Present
Lebanon Valley College September 2010 - December 2011
Lebanon Valley College August 2009 - December 2011
State Farm Insurance May 2011 - August 2011
Kutztown University May 2009 - August 2011
Lebanon Seaboard September 2010 - December 2010
Boston Culinary Group November 2006 - January 2010
Lebanon Valley College January 2009 - May 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Research, Customer Service, Access, Outlook, Social Media, Public Speaking, Financial Analysis, Technical Writing
Education
Lebanon Valley College 2008 — 2011
Bachelor of Science, Accounting
Brandywine Heights High School 2004 — 2008
Diploma
Tutor.com February 2013 - Present
Public Financial Management January 2012 - Present
Lebanon Valley College September 2010 - December 2011
Lebanon Valley College August 2009 - December 2011
State Farm Insurance May 2011 - August 2011
Kutztown University May 2009 - August 2011
Lebanon Seaboard September 2010 - December 2010
Boston Culinary Group November 2006 - January 2010
Lebanon Valley College January 2009 - May 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Research, Customer Service, Access, Outlook, Social Media, Public Speaking, Financial Analysis, Technical Writing
Education
Lebanon Valley College 2008 — 2011
Bachelor of Science, Accounting
Brandywine Heights High School 2004 — 2008
Diploma
Bruce Seaton Bruce Seaton's Public Financial Management Experience February 2012 - October 2012
Job Partner at Greysoul Studio
Industry Writing and Editing
Experience
Digital Arts and Technology Academy January 2010 - Present
Digital Arts and Technology Academy January 2009 - Present
SeatonWorks December 2006 - June 2013
Public Financial Management February 2012 - October 2012
Bruce P. Seaton September 2000 - February 2012
Bruce P. Seaton September 2000 - January 2012
Skills
Editing, Writing, Art, Music, Logo Design, Graphic Design, Marketing, Teaching, Creative Writing, Layout, Social Media, Adobe Creative Suite, Photoshop
Education
University of Delaware 2002 — 2006
BA, English
Pratt Institute 2000 — 2001
Illustration, Education
Digital Arts and Technology Academy January 2010 - Present
Digital Arts and Technology Academy January 2009 - Present
SeatonWorks December 2006 - June 2013
Public Financial Management February 2012 - October 2012
Bruce P. Seaton September 2000 - February 2012
Bruce P. Seaton September 2000 - January 2012
Skills
Editing, Writing, Art, Music, Logo Design, Graphic Design, Marketing, Teaching, Creative Writing, Layout, Social Media, Adobe Creative Suite, Photoshop
Education
University of Delaware 2002 — 2006
BA, English
Pratt Institute 2000 — 2001
Illustration, Education
Kunle Ogundeji Kunle Ogundeji's Public Financial Management Experience July 2011 - May 2014
Job Consumer Insights Associate Intern at General Mills
Industry Market Research
Experience
General Mills May 2015 - August 2015
Public Financial Management July 2011 - May 2014
Skills
Finance, Financial Modeling, Financial Analysis, Economics, Data Analysis, Analysis, Quantitative Analytics, VBA, Microsoft Excel, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (M.B.A.), Marketing
University of Virginia 2007 — 2011
Bachelor's Degree, Commerce, Finance and Accounting
Woodberry Forest School 2003 — 2007
High School
General Mills May 2015 - August 2015
Public Financial Management July 2011 - May 2014
Skills
Finance, Financial Modeling, Financial Analysis, Economics, Data Analysis, Analysis, Quantitative Analytics, VBA, Microsoft Excel, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (M.B.A.), Marketing
University of Virginia 2007 — 2011
Bachelor's Degree, Commerce, Finance and Accounting
Woodberry Forest School 2003 — 2007
High School
Sadie Dawson Sadie Dawson's Public Financial Management Experience October 2004 - Present
Job Pop up Dinner Chef, Public Finance & Events
Industry Financial Services
Experience
Feastly March 2015 - Present
Marché51 Events November 2010 - Present
Public Financial Management October 2004 - Present
V. Sattui Winery May 2003 - September 2005
Skills
Wine, Event Management, Food, Event Planning, Tourism, Culinary, Customer Relations, Catering, Public Relations, Customer Service, Food & Beverage, Cooking, Special Events, Culinary Skills, Leadership Development, Management, Wineries, Training, Nonprofits, Marketing, Wine Tasting, Hospitality
Education
San Francisco State University 2009 — 2010
Event and Meeting Planning
University of Phoenix
Business Administration
Feastly March 2015 - Present
Marché51 Events November 2010 - Present
Public Financial Management October 2004 - Present
V. Sattui Winery May 2003 - September 2005
Skills
Wine, Event Management, Food, Event Planning, Tourism, Culinary, Customer Relations, Catering, Public Relations, Customer Service, Food & Beverage, Cooking, Special Events, Culinary Skills, Leadership Development, Management, Wineries, Training, Nonprofits, Marketing, Wine Tasting, Hospitality
Education
San Francisco State University 2009 — 2010
Event and Meeting Planning
University of Phoenix
Business Administration
Aaron Bibro's Public Financial Management Experience 2006 - 2007
Job Township Manager at Hatfield Township
Industry Government Administration
Experience
Hatfield Township April 2013 - Present
Villanova University October 2013 - Present
Robinson Township May 2010 - April 2013
Robinson Township June 2009 - May 2010
Comcast March 2008 - January 2009
Public Financial Management 2006 - 2007
Pennsylvania Senate September 2005 - August 2006
Americorps May 2004 - August 2005
Skills
Community Outreach, Public Speaking, Government, Public Policy, Public Relations, Policy, Community Development, Politics, Policy Analysis, Grants, Local Government, Fundraising, Grant Writing, Strategic Planning, Public Administration, Nonprofits, Media Relations
Education
Villanova University 2005 — 2007
MA, Public Administration
Point Park University 2000 — 2003
BA, Journalism
University of Pittsburgh 1998 — 2000
Communications
Pittsburgh Central Catholic 1993 — 1997
Hatfield Township April 2013 - Present
Villanova University October 2013 - Present
Robinson Township May 2010 - April 2013
Robinson Township June 2009 - May 2010
Comcast March 2008 - January 2009
Public Financial Management 2006 - 2007
Pennsylvania Senate September 2005 - August 2006
Americorps May 2004 - August 2005
Skills
Community Outreach, Public Speaking, Government, Public Policy, Public Relations, Policy, Community Development, Politics, Policy Analysis, Grants, Local Government, Fundraising, Grant Writing, Strategic Planning, Public Administration, Nonprofits, Media Relations
Education
Villanova University 2005 — 2007
MA, Public Administration
Point Park University 2000 — 2003
BA, Journalism
University of Pittsburgh 1998 — 2000
Communications
Pittsburgh Central Catholic 1993 — 1997
Brian Bohr Brian Bohr's Public Financial Management Experience 1996 - 1998
Job Investment Banker and Consultant
Industry Investment Banking
Experience
William & Henry Associates 2010 - Present
Cayenne Consulting 2012 - Present
Transpac Media Inc. 2004 - 2009
Merrill Lynch June 2003 - August 2003
News Corporation 1998 - 2002
Public Financial Management 1996 - 1998
Skills
Business Planning, Financial Modeling, Venture Capital, Valuation, Mergers, Due Diligence, Corporate Development, Private Equity, Entrepreneurship, Start-ups, Business Strategy, Financial Analysis, Strategy, Investments, Investment Banking, Strategic Financial..., IPO, Mergers & Acquisitions
Education
UCLA Anderson School of Management 2002 — 2004
MBA
University of Pennsylvania 1992 — 1996
BA
William & Henry Associates 2010 - Present
Cayenne Consulting 2012 - Present
Transpac Media Inc. 2004 - 2009
Merrill Lynch June 2003 - August 2003
News Corporation 1998 - 2002
Public Financial Management 1996 - 1998
Skills
Business Planning, Financial Modeling, Venture Capital, Valuation, Mergers, Due Diligence, Corporate Development, Private Equity, Entrepreneurship, Start-ups, Business Strategy, Financial Analysis, Strategy, Investments, Investment Banking, Strategic Financial..., IPO, Mergers & Acquisitions
Education
UCLA Anderson School of Management 2002 — 2004
MBA
University of Pennsylvania 1992 — 1996
BA
Scott Renninger Scott Renninger's Public Financial Management Experience 1994 - 1997
Job
Industry Financial Services
Experience
Captive Resources, LLC October 2010 - Present
Affiliated Distributors October 2010 - Present
Independence Asset Advisors LLC 2010 - Present
Affiliated Distributors August 1997 - October 2010
Public Financial Management 1994 - 1997
Skills
Investments, Investment Management, Asset Allocation, Asset Management, Finance, Mutual Funds, Asset Managment, Investment Strategies, Portfolio Management, Alternative Investments, Due Diligence, Hedge Funds, Capital Markets, Risk Management, Equities, Private Equity, Securities, Wealth Management, Mergers & Acquisitions, Corporate Finance, Insurance, Fixed Income, ALM, Equity Research, Investment Advisory, Bonds, Strategic Financial..., Venture Capital
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance & Strategic Planning
University of Delaware 1975 — 1979
BSBA, Business Finance
Captive Resources, LLC October 2010 - Present
Affiliated Distributors October 2010 - Present
Independence Asset Advisors LLC 2010 - Present
Affiliated Distributors August 1997 - October 2010
Public Financial Management 1994 - 1997
Skills
Investments, Investment Management, Asset Allocation, Asset Management, Finance, Mutual Funds, Asset Managment, Investment Strategies, Portfolio Management, Alternative Investments, Due Diligence, Hedge Funds, Capital Markets, Risk Management, Equities, Private Equity, Securities, Wealth Management, Mergers & Acquisitions, Corporate Finance, Insurance, Fixed Income, ALM, Equity Research, Investment Advisory, Bonds, Strategic Financial..., Venture Capital
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance & Strategic Planning
University of Delaware 1975 — 1979
BSBA, Business Finance
Emily Sims Emily Sims's Public Financial Management Experience April 2010 - October 2012
Job Executive Assistant at Hellman & Friedman
Industry Financial Services
Experience
Hellman & Friedman October 2012 - Present
Public Financial Management April 2010 - October 2012
Rooftop Comedy February 2008 - December 2009
UC Santa Barbara March 2006 - November 2006
UC Santa Barbara May 2005 - September 2006
Law Office of Karen Krom Boyle & Assoc. July 2001 - July 2003
Skills
Social Networking, Social Media, New Media, Non-linear Editing, Editing, Research, PowerPoint, Final Cut Pro, Fundraising
Education
University of California, Santa Barbara 2003 — 2007
B.A., Cultural Anthropology
Hellman & Friedman October 2012 - Present
Public Financial Management April 2010 - October 2012
Rooftop Comedy February 2008 - December 2009
UC Santa Barbara March 2006 - November 2006
UC Santa Barbara May 2005 - September 2006
Law Office of Karen Krom Boyle & Assoc. July 2001 - July 2003
Skills
Social Networking, Social Media, New Media, Non-linear Editing, Editing, Research, PowerPoint, Final Cut Pro, Fundraising
Education
University of California, Santa Barbara 2003 — 2007
B.A., Cultural Anthropology
Carley Walko Carley Walko's Public Financial Management Experience January 2010 - May 2010
Job Application Analyst, Valley Health System, MBA expected May 2017
Industry Computer Software
Experience
Valley Health System July 2014 - Present
SRSsoft May 2013 - July 2014
SRSsoft January 2012 - May 2013
CUnet July 2010 - April 2012
CUA Kane Fitness Center February 2010 - May 2010
Public Financial Management January 2010 - May 2010
The Brookside May 2009 - August 2009
The Catholic University of America July 2007 - July 2009
Aflac January 2009 - May 2009
Old Navy November 2004 - June 2008
Skills
Customer Service, Coaching, Social Media, Facebook, PowerPoint, Training, Project Management, Healthcare, Marketing, Account Management, Salesforce.com, Google Analytics, Management, Affiliate Marketing, Public Speaking, Data Analysis, Microsoft Excel, Online Marketing, SEO, Email Marketing, Web Analytics, PPC, Advertising, Social Media Marketing
Education
Montclair State University 2015 — 2017
Master of Business Administration (M.B.A.)
The Catholic University of America 2006 — 2010
B.S.B.A., Marketing
Valley Health System July 2014 - Present
SRSsoft May 2013 - July 2014
SRSsoft January 2012 - May 2013
CUnet July 2010 - April 2012
CUA Kane Fitness Center February 2010 - May 2010
Public Financial Management January 2010 - May 2010
The Brookside May 2009 - August 2009
The Catholic University of America July 2007 - July 2009
Aflac January 2009 - May 2009
Old Navy November 2004 - June 2008
Skills
Customer Service, Coaching, Social Media, Facebook, PowerPoint, Training, Project Management, Healthcare, Marketing, Account Management, Salesforce.com, Google Analytics, Management, Affiliate Marketing, Public Speaking, Data Analysis, Microsoft Excel, Online Marketing, SEO, Email Marketing, Web Analytics, PPC, Advertising, Social Media Marketing
Education
Montclair State University 2015 — 2017
Master of Business Administration (M.B.A.)
The Catholic University of America 2006 — 2010
B.S.B.A., Marketing
Belinda Lum Belinda Lum's Public Financial Management Experience 2006 - 2007
Job Assistant Professor of Sociology at Sacramento City College
Industry Higher Education
Experience
Sacramento City College July 2015 - Present
Lum Consulting September 2014 - Present
The INNOVA Group, Inc June 2012 - September 2014
University of San Diego August 2007 - June 2012
Public Financial Management 2006 - 2007
Skills
Research, Immigration Law, Urban Sociology, Social Inequality, Qualitative Research, Sociology, Teaching, SPSS, Community Outreach, Program Evaluation, Higher Education, Public Speaking, Student Affairs, Research Design, Academic Writing, Grants, University Teaching, Program Development, Curriculum Development, Editing, Data Analysis, Lecturing, Tutoring, Policy Analysis, Curriculum Design, Quantitative Research, Leadership, Social Sciences, Politics, Student Development
Education
University of Southern California 1998 — 2009
PhD and MA, Sociology
University of California, Santa Cruz 1992 — 1996
BA, Sociology
Sacramento City College July 2015 - Present
Lum Consulting September 2014 - Present
The INNOVA Group, Inc June 2012 - September 2014
University of San Diego August 2007 - June 2012
Public Financial Management 2006 - 2007
Skills
Research, Immigration Law, Urban Sociology, Social Inequality, Qualitative Research, Sociology, Teaching, SPSS, Community Outreach, Program Evaluation, Higher Education, Public Speaking, Student Affairs, Research Design, Academic Writing, Grants, University Teaching, Program Development, Curriculum Development, Editing, Data Analysis, Lecturing, Tutoring, Policy Analysis, Curriculum Design, Quantitative Research, Leadership, Social Sciences, Politics, Student Development
Education
University of Southern California 1998 — 2009
PhD and MA, Sociology
University of California, Santa Cruz 1992 — 1996
BA, Sociology
Matthew Grieshaber's Public Financial Management Experience July 2014 - July 2015
Job Financial Analyst at Susquehanna International Group, LLP (SIG)
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) August 2015 - Present
Public Financial Management July 2014 - July 2015
Public Financial Management June 2013 - August 2013
National Security Network August 2012 - December 2012
The Concord Coalition August 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Visual Basic, Public Finance, Data Analysis, DBC, Financial Modeling, SQL, Oracle SQL Developer
Education
The George Washington University 2010 — 2014
Bachelor’s Degree, Economics, English
Susquehanna International Group, LLP (SIG) August 2015 - Present
Public Financial Management July 2014 - July 2015
Public Financial Management June 2013 - August 2013
National Security Network August 2012 - December 2012
The Concord Coalition August 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Visual Basic, Public Finance, Data Analysis, DBC, Financial Modeling, SQL, Oracle SQL Developer
Education
The George Washington University 2010 — 2014
Bachelor’s Degree, Economics, English
Chip Schultz Chip Schultz's Public Financial Management Experience December 2000 - June 2002
Job Managing Director, Public Finance at D.A. Davidson & Co.
Industry Investment Banking
Experience
D.A. Davidson & Co. March 2009 - Present
Ruan Securities July 2002 - February 2009
Public Financial Management December 2000 - June 2002
Skills
Chip is the head of..., for the daily managment..., working with local..., Financial Modeling, Portfolio Management, Investments, Series 7, Equities, Securities
Education
Luther College 1992 — 1996
Bachelor of Arts (B.A.), Business, Political Science
Grinnell High School, Grinnell, Iowa
University of Iowa
MBA coursework completed
D.A. Davidson & Co. March 2009 - Present
Ruan Securities July 2002 - February 2009
Public Financial Management December 2000 - June 2002
Skills
Chip is the head of..., for the daily managment..., working with local..., Financial Modeling, Portfolio Management, Investments, Series 7, Equities, Securities
Education
Luther College 1992 — 1996
Bachelor of Arts (B.A.), Business, Political Science
Grinnell High School, Grinnell, Iowa
University of Iowa
MBA coursework completed
Brandon Rosenbluth Brandon Rosenbluth's Public Financial Management Experience September 2010 - Present
Job Senior Managing Consultant at Public Financial Management
Industry Financial Services
Experience
Public Financial Management September 2010 - Present
Pennoni Associates May 2009 - August 2009
Skills
Financial Modeling, Analysis
Education
Lehigh University 2006 — 2010
B.S., Civil Engineering
Louvain Institute 2008 — 2008
History
Public Financial Management September 2010 - Present
Pennoni Associates May 2009 - August 2009
Skills
Financial Modeling, Analysis
Education
Lehigh University 2006 — 2010
B.S., Civil Engineering
Louvain Institute 2008 — 2008
History
Lori Partin's Public Financial Management Experience January 2010 - July 2012
Job Public Sector Management Professional
Industry Government Administration
Experience
Baltimore City Health Department August 2015 - Present
City of Philadelphia, Department of Human Services March 2015 - Present
PMHCC/City of Philadelphia DHS April 2014 - March 2015
Modis, Inc/City of Philadelphia, Dept. Of Human Services July 2012 - April 2014
Public Financial Management January 2010 - July 2012
The Childrens Hospital of Philadelphia June 2008 - January 2010
Booz Allen Hamilton August 2003 - September 2007
Skills
Budgeting, Financial Analysis, Strategic Planning, Data Analysis, Management Consulting, Managerial Finance, Non-profits, Policy, Policy Analysis, Government, Process Improvement, Program Management, Research, Project Management, Financial Modeling, Business Strategy, Business Analysis, Analysis, Public Speaking, Proposal Writing, Grants, Access, Budgets, Management, Nonprofits, Accounting, Software Documentation, Leadership, Training, Human Resources, Microsoft Excel, CRM, Strategy
Education
University of Pennsylvania 2006 — 2010
MGA, Government Administration
Temple University 1999 — 2003
BBA, Finance
City Honors School 1995 — 1999
College Prep
Baltimore City Health Department August 2015 - Present
City of Philadelphia, Department of Human Services March 2015 - Present
PMHCC/City of Philadelphia DHS April 2014 - March 2015
Modis, Inc/City of Philadelphia, Dept. Of Human Services July 2012 - April 2014
Public Financial Management January 2010 - July 2012
The Childrens Hospital of Philadelphia June 2008 - January 2010
Booz Allen Hamilton August 2003 - September 2007
Skills
Budgeting, Financial Analysis, Strategic Planning, Data Analysis, Management Consulting, Managerial Finance, Non-profits, Policy, Policy Analysis, Government, Process Improvement, Program Management, Research, Project Management, Financial Modeling, Business Strategy, Business Analysis, Analysis, Public Speaking, Proposal Writing, Grants, Access, Budgets, Management, Nonprofits, Accounting, Software Documentation, Leadership, Training, Human Resources, Microsoft Excel, CRM, Strategy
Education
University of Pennsylvania 2006 — 2010
MGA, Government Administration
Temple University 1999 — 2003
BBA, Finance
City Honors School 1995 — 1999
College Prep
Heather Casperson Heather Casperson's Public Financial Management Experience June 2003 - Present
Job Senior Managing Consultant at Public Financial Management
Industry Financial Services
Experience
Public Financial Management June 2003 - Present
Evensen Dodge, Inc. June 1998 - May 2003
US Banccorp September 1995 - June 1998
Skills
Financial Analysis, Financial Modeling, Investments, Portfolio Management, Capital Markets, Valuation, Fixed Income, Financial Services, Bonds, Finance, Securities, Management, Leadership, Process Improvement
Education
University of Minnesota - Carlson School of Management 1992 — 1995
BSB, General Management
University of Minnesota-Duluth 1991 — 1992
Park Center High School 1989 — 1991
Public Financial Management June 2003 - Present
Evensen Dodge, Inc. June 1998 - May 2003
US Banccorp September 1995 - June 1998
Skills
Financial Analysis, Financial Modeling, Investments, Portfolio Management, Capital Markets, Valuation, Fixed Income, Financial Services, Bonds, Finance, Securities, Management, Leadership, Process Improvement
Education
University of Minnesota - Carlson School of Management 1992 — 1995
BSB, General Management
University of Minnesota-Duluth 1991 — 1992
Park Center High School 1989 — 1991
Shannon Harrington's Public Financial Management Experience June 2010 - August 2010
Job HR Business Partner at Twitter
Industry Staffing and Recruiting
Experience
Twitter May 2015 - Present
TellApart (acquired by Twitter) July 2014 - Present
Bain Capital Ventures September 2011 - Present
Bain Capital Ventures November 2013 - July 2014
Public Financial Management June 2010 - August 2010
85 Broads June 2009 - August 2009
Talbott Squash Academy June 2008 - July 2008
Skills
Venture Capital, Start-ups, Due Diligence, Entrepreneur, Financial Modeling, Investments, Business Strategy, Public Relations, Entrepreneurship, Growth Capital, Business Development, E-commerce, Social Media, Product Management, Microsoft Excel, Squash, Private Equity, Recruiting, Strategy, Corporate Development
Education
Stanford University 2007 — 2011
BA, Urban Studies: Urban Society and Social Change
Universidad Autónomous 2009 — 2009
Barcelona Study Abroad
William Penn Charter 1994 — 2007
Twitter May 2015 - Present
TellApart (acquired by Twitter) July 2014 - Present
Bain Capital Ventures September 2011 - Present
Bain Capital Ventures November 2013 - July 2014
Public Financial Management June 2010 - August 2010
85 Broads June 2009 - August 2009
Talbott Squash Academy June 2008 - July 2008
Skills
Venture Capital, Start-ups, Due Diligence, Entrepreneur, Financial Modeling, Investments, Business Strategy, Public Relations, Entrepreneurship, Growth Capital, Business Development, E-commerce, Social Media, Product Management, Microsoft Excel, Squash, Private Equity, Recruiting, Strategy, Corporate Development
Education
Stanford University 2007 — 2011
BA, Urban Studies: Urban Society and Social Change
Universidad Autónomous 2009 — 2009
Barcelona Study Abroad
William Penn Charter 1994 — 2007
Jeff Friedman Jeff Friedman's Public Financial Management Experience July 2001 - February 2008
Job Helping State & Local Governments do awesome with less
Industry Information Technology and Services
Experience
Microsoft March 2014 - Present
East Falls Development Corporation 2005 - Present
City of Philadelphia April 2012 - March 2014
City of Philadelphia - Office of Michael A. Nutter April 2011 - September 2012
City of Philadelphia July 2009 - April 2011
City of Philadelphia February 2008 - July 2009
East Falls School Committee July 2002 - February 2008
Public Financial Management July 2001 - February 2008
Mayor Nutter's Transition Team 2007 - 2008
Public Resources Advisory Group 2006 - 2006
Skills
Business Development, Government, Policy, Program Management, Leadership, Strategic Planning, Strategy, Nonprofits, Public Policy, Management, Economic Development, Policy Analysis, Legislation, Civic Engagement, Project Management, Program Evaluation, Social Innovation, Entrepreneurship, Politics, Press Releases, Social Media, Grants, Grant Writing, Organizational..., Public Speaking, Community Development, Proposal Writing, Technology Planning, Getting The Job Done, Fundraising, Community Outreach, Legislative Relations, Process Improvement, Research, Budgets, Getting Back in Touch, Governance, Team Building, Innovation, Sustainability, Inclusive Leadership, Performance Management, Strategic Communications, Management Consulting, Internal Communications, Program Development, Non-profits, Mergers & Acquisitions, Human Resources, Strategic Partner...
Education
Bernards High School
Mountain Lakes High School
Temple University
BA
Temple University - James E. Beasley School of Law
JD
Microsoft March 2014 - Present
East Falls Development Corporation 2005 - Present
City of Philadelphia April 2012 - March 2014
City of Philadelphia - Office of Michael A. Nutter April 2011 - September 2012
City of Philadelphia July 2009 - April 2011
City of Philadelphia February 2008 - July 2009
East Falls School Committee July 2002 - February 2008
Public Financial Management July 2001 - February 2008
Mayor Nutter's Transition Team 2007 - 2008
Public Resources Advisory Group 2006 - 2006
Skills
Business Development, Government, Policy, Program Management, Leadership, Strategic Planning, Strategy, Nonprofits, Public Policy, Management, Economic Development, Policy Analysis, Legislation, Civic Engagement, Project Management, Program Evaluation, Social Innovation, Entrepreneurship, Politics, Press Releases, Social Media, Grants, Grant Writing, Organizational..., Public Speaking, Community Development, Proposal Writing, Technology Planning, Getting The Job Done, Fundraising, Community Outreach, Legislative Relations, Process Improvement, Research, Budgets, Getting Back in Touch, Governance, Team Building, Innovation, Sustainability, Inclusive Leadership, Performance Management, Strategic Communications, Management Consulting, Internal Communications, Program Development, Non-profits, Mergers & Acquisitions, Human Resources, Strategic Partner...
Education
Bernards High School
Mountain Lakes High School
Temple University
BA
Temple University - James E. Beasley School of Law
JD
Jeffrey Reinhart Jeffrey Reinhart's Public Financial Management Experience January 2010 - January 2010
Job Student at Muhlenberg College
Industry Insurance
Experience
Muhlenberg College August 2010 - Present
Towers Watson 2013 - 2013
Jewish Community Center of Allentown June 2012 - August 2012
Public Financial Management January 2010 - January 2010
Skills
Mathematics, Mathematical Economics, Mathematical Statistics, Mathematical Analysis, Economics, Linear Systems, Matrices, Formulas, Linear Algebra, Algebra, Calculus, Multivariable Calculus, Geometry, Technology, Computers, PC, Mac, Soccer, Basketball, Running, Sprints, Athletics, Highly personable, User Friendly, Reading People, Smart Worker, Teamwork, Trigonometry, Devoted, Energetic Leader, Energetic team player, Friendly Personality, Friendly Demeanor, Financial Understanding, Microsoft Excel, Microsoft Word, Microsoft Office
Education
Muhlenberg College 2010 — 2014
Muhlenberg College August 2010 - Present
Towers Watson 2013 - 2013
Jewish Community Center of Allentown June 2012 - August 2012
Public Financial Management January 2010 - January 2010
Skills
Mathematics, Mathematical Economics, Mathematical Statistics, Mathematical Analysis, Economics, Linear Systems, Matrices, Formulas, Linear Algebra, Algebra, Calculus, Multivariable Calculus, Geometry, Technology, Computers, PC, Mac, Soccer, Basketball, Running, Sprints, Athletics, Highly personable, User Friendly, Reading People, Smart Worker, Teamwork, Trigonometry, Devoted, Energetic Leader, Energetic team player, Friendly Personality, Friendly Demeanor, Financial Understanding, Microsoft Excel, Microsoft Word, Microsoft Office
Education
Muhlenberg College 2010 — 2014
Jennifer Kwon Jennifer Kwon's Public Financial Management Experience June 2004 - June 2007
Job Principal, Investor Relations at The Gores Group
Industry Investment Management
Experience
The Gores Group August 2010 - Present
Sterling Partners 2009 - 2010
Lehman Brothers June 2008 - August 2008
Public Financial Management June 2004 - June 2007
The Vanguard Group June 2002 - June 2004
Skills
Valuation, Fixed Income, Capital Markets, Private Equity, Investor Relations, Financial Modeling, Corporate Development, Hedge Funds, LBO, Investment Banking, Venture Capital, Mergers & Acquisitions, Due Diligence, M&A experience, Leveraged Finance, Investments, Corporate Finance
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
University of Pennsylvania
The Gores Group August 2010 - Present
Sterling Partners 2009 - 2010
Lehman Brothers June 2008 - August 2008
Public Financial Management June 2004 - June 2007
The Vanguard Group June 2002 - June 2004
Skills
Valuation, Fixed Income, Capital Markets, Private Equity, Investor Relations, Financial Modeling, Corporate Development, Hedge Funds, LBO, Investment Banking, Venture Capital, Mergers & Acquisitions, Due Diligence, M&A experience, Leveraged Finance, Investments, Corporate Finance
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
University of Pennsylvania
Kelly Spagnola Kelly Spagnola's Public Financial Management Experience June 2013 - August 2013
Job Intern at Public Financial Management
Industry Public Relations and Communications
Experience
The Shipley School August 2015 - September 2015
KGS Garden Designs, LLC May 2014 - August 2014
Public Financial Management June 2013 - August 2013
Tory Burch June 2012 - August 2012
Skills
Facebook, Social Networking, Social Media, Event Planning, Nonprofits, Editing, Blogging, Media Relations, Social Media Marketing, Research, Public Speaking, Press Releases, PowerPoint, Microsoft Office, Microsoft Excel, Public Relations, Microsoft Word, Customer Service
Education
University of Delaware 2011 — 2015
Bachelor's degree, Sociology
The Agnes Irwin School 1998 — 2011
The Shipley School August 2015 - September 2015
KGS Garden Designs, LLC May 2014 - August 2014
Public Financial Management June 2013 - August 2013
Tory Burch June 2012 - August 2012
Skills
Facebook, Social Networking, Social Media, Event Planning, Nonprofits, Editing, Blogging, Media Relations, Social Media Marketing, Research, Public Speaking, Press Releases, PowerPoint, Microsoft Office, Microsoft Excel, Public Relations, Microsoft Word, Customer Service
Education
University of Delaware 2011 — 2015
Bachelor's degree, Sociology
The Agnes Irwin School 1998 — 2011
Ayesha Mays's Public Financial Management Experience July 2008 - Present
Job Marketing Communications Specialist at Public Financial Management
Industry Financial Services
Experience
Public Financial Management July 2008 - Present
Skills
Writing, Email Marketing, Event Planning, Marketing Communications, Internal Communications, Microsoft Office, SharePoint, Strategic Communications, Editing, Corporate Communications, Press Releases, Speech Writing, Youth Mentoring
Education
University of Delaware 2004 — 2008
Bachelor of Arts (B.A.), English Language and Literature, General
Public Financial Management July 2008 - Present
Skills
Writing, Email Marketing, Event Planning, Marketing Communications, Internal Communications, Microsoft Office, SharePoint, Strategic Communications, Editing, Corporate Communications, Press Releases, Speech Writing, Youth Mentoring
Education
University of Delaware 2004 — 2008
Bachelor of Arts (B.A.), English Language and Literature, General
Marny Baxt, PHR & CPT Marny Baxt, PHR & CPT's Public Financial Management Experience May 2002 - December 2004
Job Talent Acquisition Consultant
Industry Human Resources
Experience
ORS Partners May 2015 - Present
Drexel University's LeBow College of Business August 2011 - Present
InterDigital Communications September 2013 - May 2015
Drexel University's LeBow College of Business January 2010 - May 2011
Drexel University March 2009 - January 2010
Dechert, LLP April 2007 - March 2009
Philadelphia Housing Authority February 2006 - March 2007
City Year Greater Philadelphia December 2004 - February 2006
Public Financial Management May 2002 - December 2004
Skills
Public Speaking, Event Planning, Non-profits, Resume Writing, Leadership Development, Social Media, Research, Strategic Planning, Coaching, PowerPoint, Human Resources, Event Management, Public Relations, Marketing, Career Counseling, Microsoft Office, Employee Relations, Leadership, Staff Development, Recruiting, Talent Management, Training, Talent Acquisition, International..., Sourcing, PeopleSoft, Healthcare, Personnel Management, Applicant Tracking..., Strategy, Career Development, Program Management, Nonprofits
Education
Muhlenberg College 1996 — 2000
B.A.
American College of Sports Medicine
Certified Personal Trainer
ORS Partners May 2015 - Present
Drexel University's LeBow College of Business August 2011 - Present
InterDigital Communications September 2013 - May 2015
Drexel University's LeBow College of Business January 2010 - May 2011
Drexel University March 2009 - January 2010
Dechert, LLP April 2007 - March 2009
Philadelphia Housing Authority February 2006 - March 2007
City Year Greater Philadelphia December 2004 - February 2006
Public Financial Management May 2002 - December 2004
Skills
Public Speaking, Event Planning, Non-profits, Resume Writing, Leadership Development, Social Media, Research, Strategic Planning, Coaching, PowerPoint, Human Resources, Event Management, Public Relations, Marketing, Career Counseling, Microsoft Office, Employee Relations, Leadership, Staff Development, Recruiting, Talent Management, Training, Talent Acquisition, International..., Sourcing, PeopleSoft, Healthcare, Personnel Management, Applicant Tracking..., Strategy, Career Development, Program Management, Nonprofits
Education
Muhlenberg College 1996 — 2000
B.A.
American College of Sports Medicine
Certified Personal Trainer
Alvin Lobo Alvin Lobo's Public Financial Management Experience August 2003 - March 2004
Job Director Corporate Finance at Wynn Resorts
Industry Gambling & Casinos
Experience
Wynn Resorts May 2014 - Present
Barclays Capital July 2011 - May 2014
Barclays Capital March 2010 - June 2011
Barclays Capital October 2008 - January 2009
Lehman Brothers April 2007 - September 2008
Lennar Corp July 2005 - April 2007
Banc of America Securities April 2004 - July 2005
Public Financial Management August 2003 - March 2004
Skills
Valuation, Financial Modeling, Investment Banking, Leveraged Finance, High Yield, LBO, Capital Markets, Financial Analysis, Due Diligence, Mergers, Private Equity, Corporate Finance, Excel, Microsoft Excel, Mergers & Acquisitions, Restructuring, IPO, Investments
Education
University of California, Berkeley
BA
Mater Dei H.S. 1995 — 1999
HS Diploma
Wynn Resorts May 2014 - Present
Barclays Capital July 2011 - May 2014
Barclays Capital March 2010 - June 2011
Barclays Capital October 2008 - January 2009
Lehman Brothers April 2007 - September 2008
Lennar Corp July 2005 - April 2007
Banc of America Securities April 2004 - July 2005
Public Financial Management August 2003 - March 2004
Skills
Valuation, Financial Modeling, Investment Banking, Leveraged Finance, High Yield, LBO, Capital Markets, Financial Analysis, Due Diligence, Mergers, Private Equity, Corporate Finance, Excel, Microsoft Excel, Mergers & Acquisitions, Restructuring, IPO, Investments
Education
University of California, Berkeley
BA
Mater Dei H.S. 1995 — 1999
HS Diploma
Alex Dub Alex Dub's Public Financial Management Experience June 2013 - August 2013
Job Student at Tufts University
Industry Financial Services
Experience
Peter J. Solomon Company Investment Banking Analyst - Corporate Finance
Resources Global Professionals February 2014 - April 2014
Public Financial Management June 2013 - August 2013
Tuck Business Bridge Program June 2013 - July 2013
Omnisure Group, LLC June 2012 - August 2012
Skills
Investment Banking, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Leadership, Valuation, Spanish, Social Networking
Education
Tufts University 2011 — 2015
Bachelor of Arts (BA), Economics
Highland Park High School 2007 — 2011
Peter J. Solomon Company Investment Banking Analyst - Corporate Finance
Resources Global Professionals February 2014 - April 2014
Public Financial Management June 2013 - August 2013
Tuck Business Bridge Program June 2013 - July 2013
Omnisure Group, LLC June 2012 - August 2012
Skills
Investment Banking, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Leadership, Valuation, Spanish, Social Networking
Education
Tufts University 2011 — 2015
Bachelor of Arts (BA), Economics
Highland Park High School 2007 — 2011
Peter Shellenberger Peter Shellenberger's Public Financial Management Experience February 2001 - Present
Job Managing Director at Public Financial Management
Industry Financial Services
Experience
Public Financial Management February 2001 - Present
KPMG September 1997 - January 2001
Skills
Finance, Financial Modeling, Management, Investments, Series 7
Education
University of Chicago 1995 — 1997
Master of Public Policy (MPP), Public Finance & Economics
University of California, Berkeley 1988 — 1991
Bachelor of Arts (B.A.), Philosophy
Public Financial Management February 2001 - Present
KPMG September 1997 - January 2001
Skills
Finance, Financial Modeling, Management, Investments, Series 7
Education
University of Chicago 1995 — 1997
Master of Public Policy (MPP), Public Finance & Economics
University of California, Berkeley 1988 — 1991
Bachelor of Arts (B.A.), Philosophy
Matt Kohler Matt Kohler's Public Financial Management Experience June 2013 - August 2014
Job Investment Group Analyst at Ohio University Student Fixed Income Management Group
Industry Financial Services
Experience
PNC June 2015 - Present
Ohio University Student Fixed Income Management Group March 2013 - May 2015
Public Financial Management June 2013 - August 2014
Integrated Business Cluster January 2013 - May 2013
Romeo's Pizza June 2012 - May 2013
Skills
Teamwork, Research, Social Media, Social Networking, Public Speaking, Group Work, Study Skills, PowerPoint, Access, Time Management, Microsoft Word, Leadership, Customer Service
Education
Ohio University 2011 — 2015
Finance, Economics minor, 3.56 GPA
PNC June 2015 - Present
Ohio University Student Fixed Income Management Group March 2013 - May 2015
Public Financial Management June 2013 - August 2014
Integrated Business Cluster January 2013 - May 2013
Romeo's Pizza June 2012 - May 2013
Skills
Teamwork, Research, Social Media, Social Networking, Public Speaking, Group Work, Study Skills, PowerPoint, Access, Time Management, Microsoft Word, Leadership, Customer Service
Education
Ohio University 2011 — 2015
Finance, Economics minor, 3.56 GPA
Hillary Leonard Hillary Leonard's Public Financial Management Experience March 2000 - July 2004
Job Vice President at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase September 2013 - Present
JP Morgan Chase & Co. July 2004 - September 2013
Public Financial Management March 2000 - July 2004
Skills
Finance, Portfolio Management, Training, Financial Analysis, Investments, Risk Management, Budgets
Education
Stockton University 1995 — 1997
Bachelor of Arts, History
Saint Peter's University 1993 — 1994
N/A, History
Lotus Yoga Montclair Yoga Teacher Training 2009 — 2010
NA, Yoga philosophy, anatomy, asana, lifestyle
JPMorgan Chase September 2013 - Present
JP Morgan Chase & Co. July 2004 - September 2013
Public Financial Management March 2000 - July 2004
Skills
Finance, Portfolio Management, Training, Financial Analysis, Investments, Risk Management, Budgets
Education
Stockton University 1995 — 1997
Bachelor of Arts, History
Saint Peter's University 1993 — 1994
N/A, History
Lotus Yoga Montclair Yoga Teacher Training 2009 — 2010
NA, Yoga philosophy, anatomy, asana, lifestyle
Emily Giles Emily Giles's Public Financial Management Experience July 2005 - June 2010
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2010 - March 2013
Public Financial Management July 2005 - June 2010
Skills
Financial Modeling, Fixed Income, Microsoft Office, New Business Development, Investments, Capital Markets, Valuation, Data Analysis, Forecasting
Education
University of California, Berkeley 2000 — 2005
BS, Environmental Economics and Policy
Morgan Stanley July 2010 - March 2013
Public Financial Management July 2005 - June 2010
Skills
Financial Modeling, Fixed Income, Microsoft Office, New Business Development, Investments, Capital Markets, Valuation, Data Analysis, Forecasting
Education
University of California, Berkeley 2000 — 2005
BS, Environmental Economics and Policy
Brian Sanker Brian Sanker's Public Financial Management Experience March 2005 - June 2010
Job Senior Managing Consultant at PFM Asset Management LLC
Industry Investment Management
Experience
PFM Asset Management LLC April 2010 - Present
Public Financial Management March 2005 - June 2010
PFM Asset Management LLC March 2004 - March 2005
Citi May 2002 - March 2004
Skills
Fixed Income, Financial Modeling, Bloomberg, Asset Allocation, Public Finance, Capital Markets, Bonds, Investments, Portfolio Management, Financial Analysis, Microsoft Excel, Bloomberg Terminal, Asset Managment, Due Diligence
Education
Penn State University 1998 — 2001
B.S., Operations and Information Systems Management
PFM Asset Management LLC April 2010 - Present
Public Financial Management March 2005 - June 2010
PFM Asset Management LLC March 2004 - March 2005
Citi May 2002 - March 2004
Skills
Fixed Income, Financial Modeling, Bloomberg, Asset Allocation, Public Finance, Capital Markets, Bonds, Investments, Portfolio Management, Financial Analysis, Microsoft Excel, Bloomberg Terminal, Asset Managment, Due Diligence
Education
Penn State University 1998 — 2001
B.S., Operations and Information Systems Management
Susan Witte(Schwartz)'s Public Financial Management Experience January 2010 - March 2013
Job Internal Wholesaler at Four Seasons Financial Group Inc.
Industry Financial Services
Experience
Four Seasons Financial Group Inc. August 2014 - Present
Lincoln Financial Group December 2013 - July 2014
The Hartford April 2013 - December 2013
Public Financial Management January 2010 - March 2013
Bank of America 2004 - 2008
Bank of New York Mellon October 2003 - November 2004
Dreyfus December 1989 - October 2003
Skills
Investments, Financial Services, Mutual Funds, Risk Management, Securities, Portfolio Management, Series 7, Credit, Banking, Loans, Mortgage Lending, Leadership, Asset Managment, Financial Advisory, Corporate Law, Event Planning, Asset Allocation, Retirement Planning, Derivatives, Management, Series 63, Insurance, Due Diligence, Wealth Management, Equities, Fixed Annuities, Investment Strategies
Education
Peirce College 2008 — 2009
Certificate, Paralegal Certificate
Northeastern University 1981 — 1986
Bachelor's, Political Science
Four Seasons Financial Group Inc. August 2014 - Present
Lincoln Financial Group December 2013 - July 2014
The Hartford April 2013 - December 2013
Public Financial Management January 2010 - March 2013
Bank of America 2004 - 2008
Bank of New York Mellon October 2003 - November 2004
Dreyfus December 1989 - October 2003
Skills
Investments, Financial Services, Mutual Funds, Risk Management, Securities, Portfolio Management, Series 7, Credit, Banking, Loans, Mortgage Lending, Leadership, Asset Managment, Financial Advisory, Corporate Law, Event Planning, Asset Allocation, Retirement Planning, Derivatives, Management, Series 63, Insurance, Due Diligence, Wealth Management, Equities, Fixed Annuities, Investment Strategies
Education
Peirce College 2008 — 2009
Certificate, Paralegal Certificate
Northeastern University 1981 — 1986
Bachelor's, Political Science
Pedro Varona Pedro Varona's Public Financial Management Experience July 2012 - Present
Job Student at University of Florida
Industry Financial Services
Experience
Public Financial Management July 2012 - Present
Skills
Social Media, Microsoft Office, Research, Microsoft Excel, Data Analysis, Financials, Economics, Microsoft Word, Nonprofits, Marketing, Financial Analysis, Market Research, Spanish, Financial Modeling, Public Speaking, Teamwork, Strategic Planning, Stata, Leadership, Business Strategy, Customer Service, PowerPoint, Analysis, VBA, Finance, Bloomberg, Time Management, English
Education
University of Florida 2008 — 2012
Master of Arts (M.A.), International Business
Public Financial Management July 2012 - Present
Skills
Social Media, Microsoft Office, Research, Microsoft Excel, Data Analysis, Financials, Economics, Microsoft Word, Nonprofits, Marketing, Financial Analysis, Market Research, Spanish, Financial Modeling, Public Speaking, Teamwork, Strategic Planning, Stata, Leadership, Business Strategy, Customer Service, PowerPoint, Analysis, VBA, Finance, Bloomberg, Time Management, English
Education
University of Florida 2008 — 2012
Master of Arts (M.A.), International Business
Ron Perry's Public Financial Management Experience June 1992 - June 1995
Job
Industry Medical Devices
Experience
Micro-Tech USA April 2015 - Present
Medicess Technologies LLC January 2012 - Present
Elm Strategies LLC February 2010 - April 2015
Michigan Israel Business Bridge (MIBB) January 2010 - September 2010
Michigan Israel Business Bridge April 2008 - December 2009
Medtronic Cardiac Rhythm Disease Management August 2001 - March 2008
Focus Capital Group October 1997 - July 1999
HK Strategy & Finance January 1996 - October 1997
Public Financial Management June 1992 - June 1995
Skills
Medical Devices, Healthcare, Licensing, Market Development, Commercialization, Strategy, Start-ups, Strategic Partnerships, New Business Development, Business Development, Hospitals, Contract Negotiation, Cardiology, Product Launch, Executive Management, Selling, Leadership, Marketing, Strategic Planning, Biotechnology, International Sales, Program Management, Product Development, Entrepreneurship, Product Management, Business Strategy, Venture Capital, Pharmaceutical Industry, Sales, Management, Urology, Competitive Analysis, Cross-functional Team..., Neurology, Product Marketing, Global Marketing, Clinical Trials, Capital Equipment, Dermatology, Lifesciences, Life Sciences
Education
University of Michigan - Stephen M. Ross School of Business
MBA
University of California, Berkeley
Bachelor's degree
Micro-Tech USA April 2015 - Present
Medicess Technologies LLC January 2012 - Present
Elm Strategies LLC February 2010 - April 2015
Michigan Israel Business Bridge (MIBB) January 2010 - September 2010
Michigan Israel Business Bridge April 2008 - December 2009
Medtronic Cardiac Rhythm Disease Management August 2001 - March 2008
Focus Capital Group October 1997 - July 1999
HK Strategy & Finance January 1996 - October 1997
Public Financial Management June 1992 - June 1995
Skills
Medical Devices, Healthcare, Licensing, Market Development, Commercialization, Strategy, Start-ups, Strategic Partnerships, New Business Development, Business Development, Hospitals, Contract Negotiation, Cardiology, Product Launch, Executive Management, Selling, Leadership, Marketing, Strategic Planning, Biotechnology, International Sales, Program Management, Product Development, Entrepreneurship, Product Management, Business Strategy, Venture Capital, Pharmaceutical Industry, Sales, Management, Urology, Competitive Analysis, Cross-functional Team..., Neurology, Product Marketing, Global Marketing, Clinical Trials, Capital Equipment, Dermatology, Lifesciences, Life Sciences
Education
University of Michigan - Stephen M. Ross School of Business
MBA
University of California, Berkeley
Bachelor's degree
Brien Desilets's Public Financial Management Experience April 2010 - December 2011
Job Strategic & Financial Advisor
Industry Management Consulting
Experience
Claret Consulting March 2007 - Present
Public Financial Management April 2010 - December 2011
Independent Consultant June 2002 - March 2007
Urban Institute January 2000 - October 2001
Development Bank Associates September 1998 - December 1999
Invesor Responsibility Research Center February 1998 - August 1998
Skills
Infrastructure, Public/private..., Management Consulting, Macroeconomics, Public Finance, Finance, Emerging Markets, Banking, Project Finance, Financial Modeling, Business Development, Project Planning, International Economics, International Finance, Economics, Valuation, Government, Policy, Public Policy, Economic Development, Capital Markets, Private Equity, Due Diligence, Strategy, Investment Banking, Corporate Finance, Mergers & Acquisitions, Structured Finance, Financial Structuring, Asset Management, Investments, Venture Capital
Education
Universitat de Barcelona 2002 — 2004
MSc, Economics
The George Washington University 1993 — 1998
BA, Group Option in International Economics
Claret Consulting March 2007 - Present
Public Financial Management April 2010 - December 2011
Independent Consultant June 2002 - March 2007
Urban Institute January 2000 - October 2001
Development Bank Associates September 1998 - December 1999
Invesor Responsibility Research Center February 1998 - August 1998
Skills
Infrastructure, Public/private..., Management Consulting, Macroeconomics, Public Finance, Finance, Emerging Markets, Banking, Project Finance, Financial Modeling, Business Development, Project Planning, International Economics, International Finance, Economics, Valuation, Government, Policy, Public Policy, Economic Development, Capital Markets, Private Equity, Due Diligence, Strategy, Investment Banking, Corporate Finance, Mergers & Acquisitions, Structured Finance, Financial Structuring, Asset Management, Investments, Venture Capital
Education
Universitat de Barcelona 2002 — 2004
MSc, Economics
The George Washington University 1993 — 1998
BA, Group Option in International Economics
Aurorah Kelevh-Beard's Public Financial Management Experience January 2007 - Present
Job
Industry Government Administration
Experience
Public Financial Management January 2007 - Present
Skills
Data Analysis, Microsoft Excel, Research, Project Management, Nonprofits, Process Improvement, Management Consulting, Financial Analysis, Public Speaking, Leadership, PowerPoint, Strategy, Training
Education
Thomas Edison State College 2009 — 2010
B.A.
Public Financial Management January 2007 - Present
Skills
Data Analysis, Microsoft Excel, Research, Project Management, Nonprofits, Process Improvement, Management Consulting, Financial Analysis, Public Speaking, Leadership, PowerPoint, Strategy, Training
Education
Thomas Edison State College 2009 — 2010
B.A.
Christine Johnson's Public Financial Management Experience July 2004 - October 2006
Job
Industry Public Policy
Experience
Third Sector Capital Partners January 2015 - Present
The Bank of New York Mellon April 2010 - August 2013
SymPro Software October 2006 - April 2010
Public Financial Management July 2004 - October 2006
Skills
Financial Modeling, Business Planning, Market Research, Business Strategy, Competitive Analysis, Product Management, Analytics, Strategic Planning, Urban Infill Development, Urban Redevelopment
Education
Smith College 2000 — 2004
BS
Prep for Prep - Contingent XVI
The Dalton School
Third Sector Capital Partners January 2015 - Present
The Bank of New York Mellon April 2010 - August 2013
SymPro Software October 2006 - April 2010
Public Financial Management July 2004 - October 2006
Skills
Financial Modeling, Business Planning, Market Research, Business Strategy, Competitive Analysis, Product Management, Analytics, Strategic Planning, Urban Infill Development, Urban Redevelopment
Education
Smith College 2000 — 2004
BS
Prep for Prep - Contingent XVI
The Dalton School
Arthur Russell's Public Financial Management Experience June 1990 - October 1991
Job Managing Partner at COIB Holdings
Industry Real Estate
Experience
COIB Holdings January 2013 - Present
Capitol CREAG LLC May 1999 - December 2012
Self Employed June 1995 - April 1999
Lasalle Partners April 1992 - June 1995
Public Financial Management June 1990 - October 1991
Skills
Financial Analysis, Strategic Planning, Asset Management, Asset Managment, Finance, Real Estate, Program Management, Management, Real Estate Development, Business Strategy, Mergers & Acquisitions, Portfolio Management, Mergers, Human Resources, Executive Management, Negotiation, Corporate Real Estate, Contract Negotiation, Brokerage, Project Management, Sellers, Real Estate Transactions, Banking, Investment Properties, Real Estate Economics
Education
Morehouse College 1985 — 1990
Bachelor of Arts (BA), Banking and Finance
COIB Holdings January 2013 - Present
Capitol CREAG LLC May 1999 - December 2012
Self Employed June 1995 - April 1999
Lasalle Partners April 1992 - June 1995
Public Financial Management June 1990 - October 1991
Skills
Financial Analysis, Strategic Planning, Asset Management, Asset Managment, Finance, Real Estate, Program Management, Management, Real Estate Development, Business Strategy, Mergers & Acquisitions, Portfolio Management, Mergers, Human Resources, Executive Management, Negotiation, Corporate Real Estate, Contract Negotiation, Brokerage, Project Management, Sellers, Real Estate Transactions, Banking, Investment Properties, Real Estate Economics
Education
Morehouse College 1985 — 1990
Bachelor of Arts (BA), Banking and Finance
James Ruger's Public Financial Management Experience February 2008 - August 2008
Job Economist at FEMA
Industry Public Policy
Experience
FEMA February 2012 - Present
Transportation Security Administration February 2009 - February 2012
Public Financial Management February 2008 - August 2008
NYSERDA December 2006 - May 2007
The College Board September 2006 - December 2006
SUNY Albany 2005 - 2006
Skills
Research, Government, Policy Analysis, Analysis, Policy, Public Administration, Data Analysis, Economics, Public Policy, Economic Development, Budgets, Program Evaluation
Education
Rockefeller College 2005 — 2007
Masters, Public Administration
Ithaca College 2001 — 2004
B.A., Sociology
Graduate School USA
Graduate School USA
The Graduate School
FEMA February 2012 - Present
Transportation Security Administration February 2009 - February 2012
Public Financial Management February 2008 - August 2008
NYSERDA December 2006 - May 2007
The College Board September 2006 - December 2006
SUNY Albany 2005 - 2006
Skills
Research, Government, Policy Analysis, Analysis, Policy, Public Administration, Data Analysis, Economics, Public Policy, Economic Development, Budgets, Program Evaluation
Education
Rockefeller College 2005 — 2007
Masters, Public Administration
Ithaca College 2001 — 2004
B.A., Sociology
Graduate School USA
Graduate School USA
The Graduate School
Stephen P. Lamberton's Public Financial Management Experience July 1999 - December 2000
Job Vice President of Finance at Gwynnie Bee
Industry Internet
Experience
Gwynnie Bee September 2015 - Present
FreshDirect July 2013 - July 2015
1800flowers.com January 2012 - June 2013
Post Capital Partners November 2005 - January 2012
Inverness Capital Partners March 2004 - July 2005
ABN AMRO January 2001 - July 2003
Public Financial Management July 1999 - December 2000
Skills
Corporate Development, Mergers, Corporate Finance, Financial Services, E-commerce, Insurance, Healthcare, Security, Transportation, International Business..., Venture Capital, Private Equity, Due Diligence, Corporate Venture..., Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Corporate Finance and General Management
Princeton University 1995 — 1999
Bachelor of Arts, Politics
Gwynnie Bee September 2015 - Present
FreshDirect July 2013 - July 2015
1800flowers.com January 2012 - June 2013
Post Capital Partners November 2005 - January 2012
Inverness Capital Partners March 2004 - July 2005
ABN AMRO January 2001 - July 2003
Public Financial Management July 1999 - December 2000
Skills
Corporate Development, Mergers, Corporate Finance, Financial Services, E-commerce, Insurance, Healthcare, Security, Transportation, International Business..., Venture Capital, Private Equity, Due Diligence, Corporate Venture..., Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Corporate Finance and General Management
Princeton University 1995 — 1999
Bachelor of Arts, Politics
Kyle Vinson's Public Financial Management Experience July 2007 - September 2009
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs December 2014 - Present
Goldman Sachs November 2011 - December 2014
Goldman Sachs September 2009 - November 2011
Public Financial Management July 2007 - September 2009
Skills
Fixed Income, Capital Markets, Analysis, Financial Modeling, Valuation
Education
Pomona College 2003 — 2007
Bachelor of Arts (B.A.), History (Major), Economics (Minor)
Goldman Sachs December 2014 - Present
Goldman Sachs November 2011 - December 2014
Goldman Sachs September 2009 - November 2011
Public Financial Management July 2007 - September 2009
Skills
Fixed Income, Capital Markets, Analysis, Financial Modeling, Valuation
Education
Pomona College 2003 — 2007
Bachelor of Arts (B.A.), History (Major), Economics (Minor)
Nick LaPoulas's Public Financial Management Experience May 2005 - August 2007
Job Senior Associate at DTE Energy Resources
Industry Financial Services
Experience
DTE Energy Resources March 2015 - Present
DTE Energy Resources August 2012 - March 2015
DTE Energy June 2011 - September 2011
Cavanagh, Hoyt and Associates August 2008 - June 2010
Oppenheimer & Co. June 2008 - August 2008
NatCity Investments, Inc. September 2007 - June 2008
Public Financial Management May 2005 - August 2007
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Strategic Planning, Business Strategy, Corporate Finance, Corporate Development, Mergers, Strategy, Management Consulting, Data Analysis, Project Management, Financial Reporting, Analytics, Finance, Forecasting, Strategic Financial..., Equities, Securities, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA, Finance, Strategic Management
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA, Finance and Business Information Technology
DTE Energy Resources March 2015 - Present
DTE Energy Resources August 2012 - March 2015
DTE Energy June 2011 - September 2011
Cavanagh, Hoyt and Associates August 2008 - June 2010
Oppenheimer & Co. June 2008 - August 2008
NatCity Investments, Inc. September 2007 - June 2008
Public Financial Management May 2005 - August 2007
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Strategic Planning, Business Strategy, Corporate Finance, Corporate Development, Mergers, Strategy, Management Consulting, Data Analysis, Project Management, Financial Reporting, Analytics, Finance, Forecasting, Strategic Financial..., Equities, Securities, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA, Finance, Strategic Management
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA, Finance and Business Information Technology
Lara Faust's Public Financial Management Experience 2002 - 2004
Job Stay at Home Mom
Industry Nonprofit Organization Management
Experience
Faust Family :) June 2009 - Present
Walnut Street Theatre June 2005 - May 2009
Philadelphia Orchestra Association 2005 - 2005
Public Financial Management 2002 - 2004
Education
Lafayette College 1998 — 2002
Faust Family :) June 2009 - Present
Walnut Street Theatre June 2005 - May 2009
Philadelphia Orchestra Association 2005 - 2005
Public Financial Management 2002 - 2004
Education
Lafayette College 1998 — 2002
Robert Winthrop's Public Financial Management Experience August 2001 - March 2009
Job Financial Consultant at Kaiser Permanente Program Office
Industry Hospital & Health Care
Experience
Kaiser Permanente - National Medicare Finance February 2015 - Present
Hatfield School of Government, Portland State University March 2011 - Present
Kaiser Permanente of the Northwest June 2012 - February 2015
Public Strategies Group February 2009 - December 2014
Portland Police Bureau June 2009 - June 2012
Public Financial Management August 2001 - March 2009
United States Army Reserve 1997 - 2004
New York City Mayor's Office of Management and Budget March 1997 - July 2001
Skills
Analysis, Budgeting, Public Policy, Research, Microsoft Office, Financial Analysis, Data Analysis, Policy Analysis, Financial Modeling, Excel, Policy, Forecasting, Budgets, Finance, Government, Management, Microsoft Excel, Nonprofits, Program Management, Public Finance, Strategic Planning
Education
New York University
MPA, Public Finance
University of Wisconsin-Madison
BS, Mathematics and Political Science
Kaiser Permanente - National Medicare Finance February 2015 - Present
Hatfield School of Government, Portland State University March 2011 - Present
Kaiser Permanente of the Northwest June 2012 - February 2015
Public Strategies Group February 2009 - December 2014
Portland Police Bureau June 2009 - June 2012
Public Financial Management August 2001 - March 2009
United States Army Reserve 1997 - 2004
New York City Mayor's Office of Management and Budget March 1997 - July 2001
Skills
Analysis, Budgeting, Public Policy, Research, Microsoft Office, Financial Analysis, Data Analysis, Policy Analysis, Financial Modeling, Excel, Policy, Forecasting, Budgets, Finance, Government, Management, Microsoft Excel, Nonprofits, Program Management, Public Finance, Strategic Planning
Education
New York University
MPA, Public Finance
University of Wisconsin-Madison
BS, Mathematics and Political Science
Brad Friedman's Public Financial Management Experience July 2010 - Present
Job Senior Managing Consultant at Public Financial Management
Industry Financial Services
Experience
Public Financial Management July 2010 - Present
Public Financial Management July 2007 - June 2010
Education
Rockefeller University 2005 — 2007
MPA
Public Financial Management July 2010 - Present
Public Financial Management July 2007 - June 2010
Education
Rockefeller University 2005 — 2007
MPA
Gregory C. Butler, MBA, MPA's Public Financial Management Experience December 2013 - Present
Job Senior Managing Consultant at Public Financial Management
Industry Management Consulting
Experience
Public Financial Management December 2013 - Present
MorganFranklin Consulting July 2013 - November 2013
Las Vegas Sands Corporation June 2012 - August 2012
Public Financial Management August 2006 - July 2011
New York City Department of Health and Mental Hygiene August 2000 - December 2003
Skills
Energy Efficiency, Sustainability, Renewable Energy, Strategic Communications, Government, Policy Analysis, Financial Modeling, Energy Management, Greenhouse Gas Inventory, Carbon Management, Green Infrastructure, Environmental Management, Strategic Consulting, Marketing Strategy, International Business, Public Administration, Strategic Planning, Business Process..., Management, Management Consulting, Leadership, Budgets, Economics
Education
The George Washington University - School of Business 2011 — 2013
Master, Business Administration
University of Pennsylvania 2005 — 2007
Master, Public Administration
Wesleyan University 1996 — 2000
Bachelor, College of Social Studies
Public Financial Management December 2013 - Present
MorganFranklin Consulting July 2013 - November 2013
Las Vegas Sands Corporation June 2012 - August 2012
Public Financial Management August 2006 - July 2011
New York City Department of Health and Mental Hygiene August 2000 - December 2003
Skills
Energy Efficiency, Sustainability, Renewable Energy, Strategic Communications, Government, Policy Analysis, Financial Modeling, Energy Management, Greenhouse Gas Inventory, Carbon Management, Green Infrastructure, Environmental Management, Strategic Consulting, Marketing Strategy, International Business, Public Administration, Strategic Planning, Business Process..., Management, Management Consulting, Leadership, Budgets, Economics
Education
The George Washington University - School of Business 2011 — 2013
Master, Business Administration
University of Pennsylvania 2005 — 2007
Master, Public Administration
Wesleyan University 1996 — 2000
Bachelor, College of Social Studies
Robert Hannay, CFA's Public Financial Management Experience July 2005 - August 2007
Job Information Systems Manager
Industry Renewables & Environment
Experience
Energy Solutions July 2015 - Present
Standard & Poor's March 2011 - April 2015
RBC Capital Markets July 2010 - March 2011
Standard & Poor's August 2007 - June 2010
Public Financial Management July 2005 - August 2007
Skills
Capital Markets, Bonds, Fixed Income, Valuation, Bloomberg, Financial Modeling, Derivatives, Securitization, Structured Finance, Financial Structuring
Education
University of California, Berkeley 2003 — 2005
MS/MCP, Civil Engineering/City Planning
Texas A&M University 1999 — 2003
BS, Civil Engineering
Energy Solutions July 2015 - Present
Standard & Poor's March 2011 - April 2015
RBC Capital Markets July 2010 - March 2011
Standard & Poor's August 2007 - June 2010
Public Financial Management July 2005 - August 2007
Skills
Capital Markets, Bonds, Fixed Income, Valuation, Bloomberg, Financial Modeling, Derivatives, Securitization, Structured Finance, Financial Structuring
Education
University of California, Berkeley 2003 — 2005
MS/MCP, Civil Engineering/City Planning
Texas A&M University 1999 — 2003
BS, Civil Engineering
Brian Gallucci's Public Financial Management Experience July 2005 - Present
Job Director at Public Financial Management
Industry Financial Services
Experience
Public Financial Management July 2005 - Present
Skills
Financial Modeling, Capital Markets, Financial Analysis, Fixed Income, Valuation, Bonds, Investment Banking, Securities, Portfolio Management, Corporate Finance, Project Finance, Strategic Financial..., Due Diligence, Structured Finance, Investments, Private Equity, Finance, Analysis
Education
University of North Carolina at Chapel Hill 2001 — 2005
BSBA, Business, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
Public Financial Management July 2005 - Present
Skills
Financial Modeling, Capital Markets, Financial Analysis, Fixed Income, Valuation, Bonds, Investment Banking, Securities, Portfolio Management, Corporate Finance, Project Finance, Strategic Financial..., Due Diligence, Structured Finance, Investments, Private Equity, Finance, Analysis
Education
University of North Carolina at Chapel Hill 2001 — 2005
BSBA, Business, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
Rumana Ahmad's Public Financial Management Experience May 2007 - December 2009
Job Governance & Compliance Team Lead at Consumer Financial Protection Bureau
Industry Government Administration
Experience
Consumer Financial Protection Bureau August 2012 - Present
City of Philadelphia November 2009 - July 2012
Public Financial Management May 2007 - December 2009
State of New Jersey September 2003 - August 2005
Skills
Policy Analysis, Policy, Strategic Planning, Non-profits, Large Team Management, Financial Analysis
Education
New York University 2005 — 2007
MPA, International Development
Roanoke College 1996 — 2000
BA, History & Economics
Leadership Philadelphia
Consumer Financial Protection Bureau August 2012 - Present
City of Philadelphia November 2009 - July 2012
Public Financial Management May 2007 - December 2009
State of New Jersey September 2003 - August 2005
Skills
Policy Analysis, Policy, Strategic Planning, Non-profits, Large Team Management, Financial Analysis
Education
New York University 2005 — 2007
MPA, International Development
Roanoke College 1996 — 2000
BA, History & Economics
Leadership Philadelphia
Jane Morgenstern's Public Financial Management Experience November 2008 - June 2012
Job Helpdesk Analyst at Foxrothschild
Industry Information Technology and Services
Experience
Foxrothschild LLP September 2012 - Present
Public Financial Management November 2008 - June 2012
LEAF Financial 2008 - 2009
BDP International 2005 - 2007
GSI Commerce 2004 - 2005
ISI 1994 - 2004
Skills
Process Improvement, HTML, Troubleshooting, Project Management, Analysis, Microsoft SQL Server, Software Documentation, SQL, Microsoft Office, Windows, Customer Service, Active Directory, Microsoft Exchange, Training, Databases, Technical Support, Access
Education
Temple University
Special Education and Teaching
Foxrothschild LLP September 2012 - Present
Public Financial Management November 2008 - June 2012
LEAF Financial 2008 - 2009
BDP International 2005 - 2007
GSI Commerce 2004 - 2005
ISI 1994 - 2004
Skills
Process Improvement, HTML, Troubleshooting, Project Management, Analysis, Microsoft SQL Server, Software Documentation, SQL, Microsoft Office, Windows, Customer Service, Active Directory, Microsoft Exchange, Training, Databases, Technical Support, Access
Education
Temple University
Special Education and Teaching
Ryan Conway's Public Financial Management Experience 2001 - 2004
Job Director of Capital Markets at University of Virginia
Industry Higher Education
Experience
University of Virginia September 2014 - Present
Wells Fargo Securities December 2004 - August 2014
Public Financial Management 2001 - 2004
Education
University of North Carolina at Chapel Hill 1996 — 2000
University of Virginia September 2014 - Present
Wells Fargo Securities December 2004 - August 2014
Public Financial Management 2001 - 2004
Education
University of North Carolina at Chapel Hill 1996 — 2000
BethAnn T. Reeser's Public Financial Management Experience June 1997 - October 2005
Job Investment Consultant at Conrad Siegel Investment Advisors
Industry Financial Services
Experience
Conrad Siegel Investment Advisors June 2011 - Present
Commonwealth of PA Treasury Department October 2005 - September 2008
Public Financial Management June 1997 - October 2005
Education
Leadership Lancaster
Ithaca College 1991 — 1995
Bachelor of Science (BS), Applied Economics
Conrad Siegel Investment Advisors June 2011 - Present
Commonwealth of PA Treasury Department October 2005 - September 2008
Public Financial Management June 1997 - October 2005
Education
Leadership Lancaster
Ithaca College 1991 — 1995
Bachelor of Science (BS), Applied Economics
Lynda Orfanelli's Public Financial Management Experience 2007 - 2008
Job Civil Service Commissioner at The City of Philadelphia
Industry Government Administration
Experience
The City of Philadelphia May 2008 - Present
PFM September 2007 - May 2008
Public Financial Management 2007 - 2008
Skills
Strategic Planning, Economic Development, Management, Public Policy, Government, Policy, Organizational..., Public Speaking, Public Administration, Non-profits, Policy Analysis, Employee Relations, Program Management, Nonprofits
Education
Penn State University
Bachelor of Arts (B.A.), English
The City of Philadelphia May 2008 - Present
PFM September 2007 - May 2008
Public Financial Management 2007 - 2008
Skills
Strategic Planning, Economic Development, Management, Public Policy, Government, Policy, Organizational..., Public Speaking, Public Administration, Non-profits, Policy Analysis, Employee Relations, Program Management, Nonprofits
Education
Penn State University
Bachelor of Arts (B.A.), English
Stacey Beason's Public Financial Management Experience February 2005 - October 2006
Job Lead Federal Financial Analyst
Industry Management Consulting
Experience
Deloitte Consulting September 2012 - Present
Intrepidity Consulting Group October 2011 - Present
Department of Employment Services March 2011 - September 2011
Office of the State Superintendent of Education, Division of Transportation November 2009 - February 2011
Office of the Chief Technology Officer, Government of the District of Columbia April 2007 - April 2008
Public Financial Management February 2005 - October 2006
Skills
Government, Policy, Local Government, Grants, Public Policy, Non-profits, Managerial Finance, Politics, Budget, Accounting, Internal Controls, Financial Reporting, Accounts Payable, Public Financial..., Strategic Financial..., Best Practices, Operating Budgets, Public Budgeting, Budget Process, Financial Analysis, Financial Modeling, Performance Management, cost recovery, Resource Allocation, Revenue Enhancement
Education
Spelman College
BA, Psychology
University of Maryland University College
MBA
Deloitte Consulting September 2012 - Present
Intrepidity Consulting Group October 2011 - Present
Department of Employment Services March 2011 - September 2011
Office of the State Superintendent of Education, Division of Transportation November 2009 - February 2011
Office of the Chief Technology Officer, Government of the District of Columbia April 2007 - April 2008
Public Financial Management February 2005 - October 2006
Skills
Government, Policy, Local Government, Grants, Public Policy, Non-profits, Managerial Finance, Politics, Budget, Accounting, Internal Controls, Financial Reporting, Accounts Payable, Public Financial..., Strategic Financial..., Best Practices, Operating Budgets, Public Budgeting, Budget Process, Financial Analysis, Financial Modeling, Performance Management, cost recovery, Resource Allocation, Revenue Enhancement
Education
Spelman College
BA, Psychology
University of Maryland University College
MBA
Lateefah Durant's Public Financial Management Experience August 2001 - December 2003
Job Academic Officer at Prince George's County Public Schools
Industry Education Management
Experience
Prince George's County Public Schools August 2010 - Present
Prince George's County Public Schools August 2008 - August 2010
The Broad Residency in Urban Education 2008 - 2010
Prince George's County Government February 2006 - August 2008
Government of the District of Columbia December 2003 - February 2006
Public Financial Management August 2001 - December 2003
Education
University of Pennsylvania
Syracuse University - Maxwell School
Bodine High School for International Affairs
Prince George's County Public Schools August 2010 - Present
Prince George's County Public Schools August 2008 - August 2010
The Broad Residency in Urban Education 2008 - 2010
Prince George's County Government February 2006 - August 2008
Government of the District of Columbia December 2003 - February 2006
Public Financial Management August 2001 - December 2003
Education
University of Pennsylvania
Syracuse University - Maxwell School
Bodine High School for International Affairs
Nicole Westerman's Public Financial Management Experience 2000 - 2005
Job Westerman Budget and Management Consulting, Inc.
Industry Financial Services
Experience
The School District of Philadelphia January 2010 - August 2012
Philadelphia Industrial Development Corporation April 2008 - April 2009
Commonwealth of Pennsylvania March 2005 - March 2008
Public Financial Management 2000 - 2005
City of Philadelphia 2000 - 2005
University of Pennsylvania September 2002 - December 2004
Education
University of Pennsylvania 1998 — 2000
MGA, Government Administration
Rhode Island School of Design 1989 — 1992
Bachelor of Architecture, Bachelor of Fine Art, Architecture
University of California, Los Angeles 1987 — 1989
The School District of Philadelphia January 2010 - August 2012
Philadelphia Industrial Development Corporation April 2008 - April 2009
Commonwealth of Pennsylvania March 2005 - March 2008
Public Financial Management 2000 - 2005
City of Philadelphia 2000 - 2005
University of Pennsylvania September 2002 - December 2004
Education
University of Pennsylvania 1998 — 2000
MGA, Government Administration
Rhode Island School of Design 1989 — 1992
Bachelor of Architecture, Bachelor of Fine Art, Architecture
University of California, Los Angeles 1987 — 1989
Allen Tamu Yin's Public Financial Management Experience July 2008 - March 2011
Job Credit Analyst at Union Bank
Industry Financial Services
Experience
Union Bank February 2014 - Present
University of California March 2011 - September 2013
Public Financial Management July 2008 - March 2011
San Francisco Chamber of Commerce June 2006 - January 2007
Skills
Financial Modeling, Financial Analysis, Research, Data Analysis, Non-profits, Microsoft Excel, Quantitative Analytics, Economics, Public Speaking, Microsoft Office, Policy Analysis, Investments, Public Finance, Budgets, Public Policy, Finance, Portfolio Management, Analysis, Nonprofits, Valuation
Education
University of California, Berkeley 2004 — 2008
BA, Economics
Union Bank February 2014 - Present
University of California March 2011 - September 2013
Public Financial Management July 2008 - March 2011
San Francisco Chamber of Commerce June 2006 - January 2007
Skills
Financial Modeling, Financial Analysis, Research, Data Analysis, Non-profits, Microsoft Excel, Quantitative Analytics, Economics, Public Speaking, Microsoft Office, Policy Analysis, Investments, Public Finance, Budgets, Public Policy, Finance, Portfolio Management, Analysis, Nonprofits, Valuation
Education
University of California, Berkeley 2004 — 2008
BA, Economics
Siamac Afshar's Public Financial Management Experience July 2004 - April 2006
Job Vice President Quantitative Strategies at Acacia Financial Group
Industry Financial Services
Experience
Acacia Financial Group May 2006 - Present
Acacia Financial Group May 2006 - December 2010
Public Financial Management July 2004 - April 2006
Public Financial Management August 2002 - July 2004
Skills
Financial Modeling, Data Analysis, Public Finance, Capital Markets, Financial Analysis, Bonds, Quantitative Analytics, Cash Flow Forecasting, Investments, Financial Markets, Valuation, Portfolio Management, Investment Banking, Structured Finance, Financial Structuring, Securities, Bloomberg, Alternative Investments, Fixed Income, Credit Analysis, Derivatives, Project Finance, Investment Management, Finance
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
BSBA, Finance
Buckingham Browne & Nichols
High School
Acacia Financial Group May 2006 - Present
Acacia Financial Group May 2006 - December 2010
Public Financial Management July 2004 - April 2006
Public Financial Management August 2002 - July 2004
Skills
Financial Modeling, Data Analysis, Public Finance, Capital Markets, Financial Analysis, Bonds, Quantitative Analytics, Cash Flow Forecasting, Investments, Financial Markets, Valuation, Portfolio Management, Investment Banking, Structured Finance, Financial Structuring, Securities, Bloomberg, Alternative Investments, Fixed Income, Credit Analysis, Derivatives, Project Finance, Investment Management, Finance
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
BSBA, Finance
Buckingham Browne & Nichols
High School
Chris W. Allen's Public Financial Management Experience September 1996 - July 2009
Job Senior Vice President at First Southwest Company
Industry Financial Services
Experience
First Southwest Company July 2009 - Present
Public Financial Management September 1996 - July 2009
Municipal Advisory Council of Texas June 1993 - September 1996
Skills
Financial Modeling, Capital Markets, Fixed Income, Financial Analysis, Investment Banking, Bonds, Portfolio Management, Series 7, Investments, Valuation, Credit Analysis, Securities, Due Diligence, Alternative Investments, Asset Managment, Series 63, Equities, Hedge Funds, Bloomberg, Derivatives, Asset Management, Private Equity, Public Finance
Education
Texas State University 1989 — 1993
BBA, Accounting
First Southwest Company July 2009 - Present
Public Financial Management September 1996 - July 2009
Municipal Advisory Council of Texas June 1993 - September 1996
Skills
Financial Modeling, Capital Markets, Fixed Income, Financial Analysis, Investment Banking, Bonds, Portfolio Management, Series 7, Investments, Valuation, Credit Analysis, Securities, Due Diligence, Alternative Investments, Asset Managment, Series 63, Equities, Hedge Funds, Bloomberg, Derivatives, Asset Management, Private Equity, Public Finance
Education
Texas State University 1989 — 1993
BBA, Accounting
Joshua Krantz's Public Financial Management Experience October 2008 - May 2009
Job Portfolio Manager at U.S. Department of the Treasury
Industry Government Administration
Experience
U.S. Department of the Treasury December 2014 - Present
Economic Opportunities Commission November 2013 - Present
Department of Treasury July 2009 - December 2014
Industrial Development Authority, City of Alexandria February 2012 - October 2013
Public Financial Management October 2008 - May 2009
NYSERDA May 2008 - October 2008
Skills
Grants, Community Development..., Government, Economic Development, Community Development, Research, Public Policy, Public Administration, Program Evaluation, Economics, Public Speaking, Data Analysis, Program Management
Education
University at Albany, SUNY 2007 — 2009
MPA, Local Government Management
U.S. Department of the Treasury December 2014 - Present
Economic Opportunities Commission November 2013 - Present
Department of Treasury July 2009 - December 2014
Industrial Development Authority, City of Alexandria February 2012 - October 2013
Public Financial Management October 2008 - May 2009
NYSERDA May 2008 - October 2008
Skills
Grants, Community Development..., Government, Economic Development, Community Development, Research, Public Policy, Public Administration, Program Evaluation, Economics, Public Speaking, Data Analysis, Program Management
Education
University at Albany, SUNY 2007 — 2009
MPA, Local Government Management
Geoff Kobayashi's Public Financial Management Experience 2004 - 2006
Job Trader
Industry Capital Markets
Experience
Fifth Third Securities June 2007 - Present
LaSalle Bank 2006 - 2007
Public Financial Management 2004 - 2006
Skills
Financial Modeling, Financial Analysis, Bloomberg, Fixed Income, Capital Markets, Investments, Series 7, Bonds, Valuation, Investment Banking, Corporate Finance, Equities, Securities
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Business Administration and Management, General
University of Michigan 2000 — 2004
BS, Mathematics, Economics
Fifth Third Securities June 2007 - Present
LaSalle Bank 2006 - 2007
Public Financial Management 2004 - 2006
Skills
Financial Modeling, Financial Analysis, Bloomberg, Fixed Income, Capital Markets, Investments, Series 7, Bonds, Valuation, Investment Banking, Corporate Finance, Equities, Securities
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Business Administration and Management, General
University of Michigan 2000 — 2004
BS, Mathematics, Economics
Debbie Nungester's Public Financial Management Experience July 1990 - July 1997
Job Independent Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley August 1999 - April 2007
Public Financial Management July 1990 - July 1997
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
Massachusetts Institute of Technology 1986 — 1990
SB, Economics
Morgan Stanley August 1999 - April 2007
Public Financial Management July 1990 - July 1997
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
Massachusetts Institute of Technology 1986 — 1990
SB, Economics
Shane McCrohan's Public Financial Management Experience July 1996 - July 1998
Job Board Member at Syracuse Behavioral Healthcare
Industry Law Practice
Experience
Syracuse Behavioral Healthcare July 2008 - Present
Scolaro, Fetter, Grizanti, McGough & King, P.C. May 2005 - Present
CLK Financial, Inc. May 1999 - May 2004
Public Financial Management July 1996 - July 1998
Skills
Corporate Law, Wills, Legal Writing, Litigation, Legal Research, Estate Planning, Estate Administration, Finance, Trusts
Education
Suffolk University Law School 1998 — 2001
JD, Law
Ursinus College 1992 — 1996
BA, Economics
Syracuse Behavioral Healthcare July 2008 - Present
Scolaro, Fetter, Grizanti, McGough & King, P.C. May 2005 - Present
CLK Financial, Inc. May 1999 - May 2004
Public Financial Management July 1996 - July 1998
Skills
Corporate Law, Wills, Legal Writing, Litigation, Legal Research, Estate Planning, Estate Administration, Finance, Trusts
Education
Suffolk University Law School 1998 — 2001
JD, Law
Ursinus College 1992 — 1996
BA, Economics
Nola Joyce's Public Financial Management Experience 2007 - 2008
Job Deputy Commissioner at Phildelphia Police Department
Industry Government Administration
Experience
Phildelphia Police Department December 2012 - Present
City of Philadelphia February 2008 - December 2012
Philadelphia Police Department February 2008 - December 2012
Center for Homeland Defense and Security 2007 - 2009
Public Financial Management 2007 - 2008
Metropolitan Police, DC Goverment 1998 - 2007
DC Metropolitan Police Department 1997 - 2007
Skills
Government, Public Policy, Enforcement, Emergency Management, Policy, Public Speaking, Public Administration, Policy Analysis, Public Safety, Criminal Justice, Program Management, Homeland Security, Criminal Investigations, Local Government, Nonprofits, Economic Development, Police, Strategic Planning, Community Outreach, Private Investigations, Budgets, Program Development, Investigation, Community Development, Grant Writing, Preparedness, Grants, Crisis Management, Disaster Response, Law Enforcement
Education
Naval Postgraduate School 2005 — 2007
MS, Homeland Defense and Security
Phildelphia Police Department December 2012 - Present
City of Philadelphia February 2008 - December 2012
Philadelphia Police Department February 2008 - December 2012
Center for Homeland Defense and Security 2007 - 2009
Public Financial Management 2007 - 2008
Metropolitan Police, DC Goverment 1998 - 2007
DC Metropolitan Police Department 1997 - 2007
Skills
Government, Public Policy, Enforcement, Emergency Management, Policy, Public Speaking, Public Administration, Policy Analysis, Public Safety, Criminal Justice, Program Management, Homeland Security, Criminal Investigations, Local Government, Nonprofits, Economic Development, Police, Strategic Planning, Community Outreach, Private Investigations, Budgets, Program Development, Investigation, Community Development, Grant Writing, Preparedness, Grants, Crisis Management, Disaster Response, Law Enforcement
Education
Naval Postgraduate School 2005 — 2007
MS, Homeland Defense and Security
Eric Traub's Public Financial Management Experience June 2007 - November 2010
Job Chief Financial Officer at Township Of Lower Merion
Industry Management Consulting
Experience
Township Of Lower Merion May 2015 - Present
East Norriton Township November 2010 - May 2015
Public Financial Management June 2007 - November 2010
New York State Division of Budget August 2005 - July 2007
Skills
Policy Analysis, Public Administration, Local Government, Public Finance, Public Policy, Municipalities, Government, Budgets, Finance, Strategic Planning, State Government, Analysis, Management, Policy, Management Consulting, Program Evaluation, Politics, Political Campaigns, Legislation, Grants, Financial Analysis, Economics
Education
University at Albany, SUNY 2004 — 2006
MA, Public Administration
Nazareth College 2000 — 2004
BA, History
Township Of Lower Merion May 2015 - Present
East Norriton Township November 2010 - May 2015
Public Financial Management June 2007 - November 2010
New York State Division of Budget August 2005 - July 2007
Skills
Policy Analysis, Public Administration, Local Government, Public Finance, Public Policy, Municipalities, Government, Budgets, Finance, Strategic Planning, State Government, Analysis, Management, Policy, Management Consulting, Program Evaluation, Politics, Political Campaigns, Legislation, Grants, Financial Analysis, Economics
Education
University at Albany, SUNY 2004 — 2006
MA, Public Administration
Nazareth College 2000 — 2004
BA, History
Andres Diamond-Ortiz's Public Financial Management Experience 2005 - 2007
Job Senior Vice President at Estrada Hinojosa
Industry Investment Banking
Experience
Estrada Hinojosa March 2008 - Present
Piper Jaffray June 2007 - March 2008
Public Financial Management 2005 - 2007
UTMB June 2001 - July 2006
Nassau Inn 2001 - 2005
Community Youth Development Program June 1996 - August 2000
Skills
Financial Modeling, Financial Analysis, Capital Markets, Investments, Due Diligence, Investment Banking, Corporate Finance, Valuation, Fixed Income, Bloomberg, Bonds, Securities, Structured Finance, Financial Structuring, Hedge Funds, Private Equity, Alternative Investments, Project Finance, Series 7, Portfolio Management
Education
The University of Texas at Austin 2012 — 2014
Masters in Public Affairs
Princeton University 2000 — 2005
AB, Economics
Estrada Hinojosa March 2008 - Present
Piper Jaffray June 2007 - March 2008
Public Financial Management 2005 - 2007
UTMB June 2001 - July 2006
Nassau Inn 2001 - 2005
Community Youth Development Program June 1996 - August 2000
Skills
Financial Modeling, Financial Analysis, Capital Markets, Investments, Due Diligence, Investment Banking, Corporate Finance, Valuation, Fixed Income, Bloomberg, Bonds, Securities, Structured Finance, Financial Structuring, Hedge Funds, Private Equity, Alternative Investments, Project Finance, Series 7, Portfolio Management
Education
The University of Texas at Austin 2012 — 2014
Masters in Public Affairs
Princeton University 2000 — 2005
AB, Economics
Tim Kiley's Public Financial Management Experience May 2009 - Present
Job Senior Managing Consultant at Public Financial Management
Industry Financial Services
Experience
Public Financial Management May 2009 - Present
SunTrust Robinson Humphrey September 1995 - February 2009
Morgan Stanley February 1992 - September 1995
Bankers Trust May 1983 - February 1992
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Marquette University Law School 1973 — 1976
JD
University of Notre Dame 1969 — 1973
AB, History
Public Financial Management May 2009 - Present
SunTrust Robinson Humphrey September 1995 - February 2009
Morgan Stanley February 1992 - September 1995
Bankers Trust May 1983 - February 1992
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Marquette University Law School 1973 — 1976
JD
University of Notre Dame 1969 — 1973
AB, History
Nick McCune's Public Financial Management Experience January 2007 - February 2008
Job Senior Securites Analyst at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank March 2008 - Present
Public Financial Management January 2007 - February 2008
Skills
Financial Analysis
Education
Penn State University 2004 — 2007
B.S., Finance
Wells Fargo Bank March 2008 - Present
Public Financial Management January 2007 - February 2008
Skills
Financial Analysis
Education
Penn State University 2004 — 2007
B.S., Finance
Ruth (Hayes) Kindred's Public Financial Management Experience August 1999 - August 2002
Job Public Health Analyst at Carter Consulting Inc.
Industry Information Technology and Services
Experience
Carter Consulting Inc. May 2014 - Present
DB Consulting Group, Inc. August 2012 - Present
E-Assist Virtual June 2003 - Present
Northrop Grumman Mission Systems October 2005 - August 2012
Adecco Group May 2004 - October 2005
The Segal Company June 2003 - May 2004
DB Consulting Group, Inc. November 2002 - June 2003
Public Financial Management August 1999 - August 2002
Aerotek April 1995 - August 1999
Skills
Health, Prevention, Research, Public Health, Policy, Clinical Research, Healthcare
Education
The University of Memphis
The University of Memphis
Carter Consulting Inc. May 2014 - Present
DB Consulting Group, Inc. August 2012 - Present
E-Assist Virtual June 2003 - Present
Northrop Grumman Mission Systems October 2005 - August 2012
Adecco Group May 2004 - October 2005
The Segal Company June 2003 - May 2004
DB Consulting Group, Inc. November 2002 - June 2003
Public Financial Management August 1999 - August 2002
Aerotek April 1995 - August 1999
Skills
Health, Prevention, Research, Public Health, Policy, Clinical Research, Healthcare
Education
The University of Memphis
The University of Memphis
David Eichenthal's Public Financial Management Experience August 2011 - March 2014
Job Managing Director at Public Financial Management (PFM)
Industry Public Policy
Experience
Public Financial Management (PFM) March 2014 - Present
National Resource Network: New Solutions for Cities November 2013 - Present
Public Financial Management August 2011 - March 2014
Ochs Center for Metropolitan Studies January 2005 - August 2011
NYC Office of the Public Advocate 1998 - 2001
Education
NYU School of Law 1985 — 1988
J.D.
University of Chicago 1980 — 1984
BA, Public Policy Studies
Public Financial Management (PFM) March 2014 - Present
National Resource Network: New Solutions for Cities November 2013 - Present
Public Financial Management August 2011 - March 2014
Ochs Center for Metropolitan Studies January 2005 - August 2011
NYC Office of the Public Advocate 1998 - 2001
Education
NYU School of Law 1985 — 1988
J.D.
University of Chicago 1980 — 1984
BA, Public Policy Studies
Cindy Staples, MBA, PMP's Public Financial Management Experience July 1993 - October 1994
Job AVP, Program Manager, LPL Financial
Industry Financial Services
Experience
LPL Financial May 2012 - Present
LPL Financial Corporation October 2007 - March 2009
The Corky McMillin Companies March 2006 - June 2007
Science Applications International Corporation (SAIC) September 1998 - March 2006
PacifiCorp December 1996 - July 1998
Wachovia Securities October 1994 - October 1996
Public Financial Management July 1993 - October 1994
Skills
Program Management, Project Management, Cross-functional Team..., PMO, PMP, Risk Management, Change Management, Business Process..., Strategy, Leadership, Technology Delivery, Problem Solving, Process Improvement
Education
The University of Memphis
Master of Business Administration (M.B.A.)
The University of Memphis
Bachelor's Degree, Philosophy
LPL Financial May 2012 - Present
LPL Financial Corporation October 2007 - March 2009
The Corky McMillin Companies March 2006 - June 2007
Science Applications International Corporation (SAIC) September 1998 - March 2006
PacifiCorp December 1996 - July 1998
Wachovia Securities October 1994 - October 1996
Public Financial Management July 1993 - October 1994
Skills
Program Management, Project Management, Cross-functional Team..., PMO, PMP, Risk Management, Change Management, Business Process..., Strategy, Leadership, Technology Delivery, Problem Solving, Process Improvement
Education
The University of Memphis
Master of Business Administration (M.B.A.)
The University of Memphis
Bachelor's Degree, Philosophy
Amber Cenci's Public Financial Management Experience May 2011 - August 2012
Job Sales Analyst at Unilever
Industry Consumer Goods
Experience
Unilever April 2015 - Present
The Hershey Company September 2013 - April 2015
Lebanon Seaboard Corporation August 2012 - September 2013
Public Financial Management May 2011 - August 2012
Lebanon Valley College September 2009 - May 2011
Five Mile Capital June 2010 - July 2010
AgChoice Farm Credit, ACA May 2009 - August 2009
Orrstown Bank June 2006 - August 2007
Education
Lebanon Valley College 2007 — 2011
Bachelors of Science
London Metropolitan University 2009 — 2009
Study Abroad Experience
Shippensburg Area High School 2003 — 2007
High School
Unilever April 2015 - Present
The Hershey Company September 2013 - April 2015
Lebanon Seaboard Corporation August 2012 - September 2013
Public Financial Management May 2011 - August 2012
Lebanon Valley College September 2009 - May 2011
Five Mile Capital June 2010 - July 2010
AgChoice Farm Credit, ACA May 2009 - August 2009
Orrstown Bank June 2006 - August 2007
Education
Lebanon Valley College 2007 — 2011
Bachelors of Science
London Metropolitan University 2009 — 2009
Study Abroad Experience
Shippensburg Area High School 2003 — 2007
High School
Jaky Joseph's Public Financial Management Experience July 2006 - July 2010
Job
Industry Investment Banking
Experience
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch July 2010 - February 2014
Public Financial Management July 2006 - July 2010
Skills
Financial Modeling, Bloomberg, Fixed Income, Quantitative Analytics, Valuation, Capital Markets, Derivatives, Equities, VBA, Economics, Investment Banking, Stochastic Calculus, Option Pricing Models, Quant Finance, Financial Econometrics, Black-Scholes, Monte Carlo, Bond Pricing
Education
Swarthmore College 2002 — 2006
Bachelors, Economics and Mathematics
Rutgers University-New Brunswick 2008 — 2010
Masters, Quantitative Finance
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch July 2010 - February 2014
Public Financial Management July 2006 - July 2010
Skills
Financial Modeling, Bloomberg, Fixed Income, Quantitative Analytics, Valuation, Capital Markets, Derivatives, Equities, VBA, Economics, Investment Banking, Stochastic Calculus, Option Pricing Models, Quant Finance, Financial Econometrics, Black-Scholes, Monte Carlo, Bond Pricing
Education
Swarthmore College 2002 — 2006
Bachelors, Economics and Mathematics
Rutgers University-New Brunswick 2008 — 2010
Masters, Quantitative Finance
Angie Okabayashi's Public Financial Management Experience October 2000 - March 2002
Job University of Texas at Austin
Industry Real Estate
Experience
University of Texas at Austin Office of Accounting March 2014 - Present
Fairway Independent Mortgage Corporation August 2013 - November 2013
Appraisal House Texas November 2009 - August 2013
Monument Mortgage May 2003 - November 2008
Public Financial Management October 2000 - March 2002
Dell Computers October 1997 - September 2000
Skills
Refinance, Loans, FHA, Strategic Planning, Mortgage Lending, HUD, Title Insurance, Notary Public, Real Estate Transactions, Referrals, Mortgage Banking, New Home Sales, Selling, Rentals, Accounts Payable, Sales, Project Management, Microsoft Office, Microsoft Word, Social Media, Customer Service, Microsoft Excel, Team Building, Management, Public Speaking, Investment Properties, Real Estate
Education
University of Houston 1991 — 1992
Progressive Japanese Language Program
North Harris County College 1980 — 1982
Associate's degree, Psychology
University of Texas at Austin Office of Accounting March 2014 - Present
Fairway Independent Mortgage Corporation August 2013 - November 2013
Appraisal House Texas November 2009 - August 2013
Monument Mortgage May 2003 - November 2008
Public Financial Management October 2000 - March 2002
Dell Computers October 1997 - September 2000
Skills
Refinance, Loans, FHA, Strategic Planning, Mortgage Lending, HUD, Title Insurance, Notary Public, Real Estate Transactions, Referrals, Mortgage Banking, New Home Sales, Selling, Rentals, Accounts Payable, Sales, Project Management, Microsoft Office, Microsoft Word, Social Media, Customer Service, Microsoft Excel, Team Building, Management, Public Speaking, Investment Properties, Real Estate
Education
University of Houston 1991 — 1992
Progressive Japanese Language Program
North Harris County College 1980 — 1982
Associate's degree, Psychology
Jeffrey Hibbs's Public Financial Management Experience June 2002 - May 2005
Job Senior Associate ABS Research at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
Moody's Investors Service May 2007 - May 2015
T. Rowe Price May 2005 - May 2007
Public Financial Management June 2002 - May 2005
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2001
MBA, Finance
University of Pittsburgh 1991 — 1995
BS, Mathematics / Economics
TIAA-CREF May 2015 - Present
Moody's Investors Service May 2007 - May 2015
T. Rowe Price May 2005 - May 2007
Public Financial Management June 2002 - May 2005
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2001
MBA, Finance
University of Pittsburgh 1991 — 1995
BS, Mathematics / Economics
Rebecca Herr's Public Financial Management Experience June 2007 - May 2010
Job Corporate Vice President at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company June 2015 - Present
New York Life Insurance Company July 2010 - June 2015
National Association of Insurance Commissioners June 2010 - July 2010
Public Financial Management June 2007 - May 2010
Skills
Financial Modeling, Leadership, Strategic Planning, Financial Analysis, Analysis, Policy
Education
Lafayette College 2003 — 2007
BA, Mathematics and Economics
New York Life Insurance Company June 2015 - Present
New York Life Insurance Company July 2010 - June 2015
National Association of Insurance Commissioners June 2010 - July 2010
Public Financial Management June 2007 - May 2010
Skills
Financial Modeling, Leadership, Strategic Planning, Financial Analysis, Analysis, Policy
Education
Lafayette College 2003 — 2007
BA, Mathematics and Economics
Chris Rohstedt's Public Financial Management Experience August 2003 - September 2005
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2005 - Present
Public Financial Management August 2003 - September 2005
Skills
Financial Modeling, Series 7, Valuation, Capital Markets, Fixed Income, Investment Banking, Series 63, Alternative Investments, Financial Analysis, Securities, Investments, Structured Finance, Financial Structuring, Financial Markets, Asset Allocation, Finance
Education
Syracuse University 2002 — 2003
M.P.A., Public Administration
Cornell University 1998 — 2002
B.A., Government / Economics
Bank of America Merrill Lynch September 2005 - Present
Public Financial Management August 2003 - September 2005
Skills
Financial Modeling, Series 7, Valuation, Capital Markets, Fixed Income, Investment Banking, Series 63, Alternative Investments, Financial Analysis, Securities, Investments, Structured Finance, Financial Structuring, Financial Markets, Asset Allocation, Finance
Education
Syracuse University 2002 — 2003
M.P.A., Public Administration
Cornell University 1998 — 2002
B.A., Government / Economics
Brian Regueiro's Public Financial Management Experience October 2013 - Present
Job Analyst at Public Financial Management
Industry Banking
Experience
Public Financial Management October 2013 - Present
International Justice Mission December 2011 - September 2013
National Futures Association May 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Nonprofits, Public Speaking, Outlook, Customer Service, Teamwork, Risk Management, Accounting, Finance
Education
Kent State University 2010 — 2011
Masters of Science, Financial Engineering
The Ohio State University 2005 — 2009
Bachelors of Science, Actuarial Science
Public Financial Management October 2013 - Present
International Justice Mission December 2011 - September 2013
National Futures Association May 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Nonprofits, Public Speaking, Outlook, Customer Service, Teamwork, Risk Management, Accounting, Finance
Education
Kent State University 2010 — 2011
Masters of Science, Financial Engineering
The Ohio State University 2005 — 2009
Bachelors of Science, Actuarial Science
Mike Villani's Public Financial Management Experience November 2003 - September 2008
Job Manager IT Infrastructure Services at NFI Industries
Industry Logistics and Supply Chain
Experience
NFI March 2013 - Present
NFI September 2008 - March 2013
Public Financial Management November 2003 - September 2008
Defense Contract Audit Agency May 2000 - November 2003
Urban Outfitters March 2000 - May 2000
Dynamic Digital Servies December 1997 - March 2000
AtlantiCare January 1996 - December 1997
Computerland July 1993 - January 1996
The Judge Group September 1990 - July 1993
Skills
Disaster Recovery, Servers, Data Center, VMware, DHCP, Troubleshooting, Microsoft Exchange, Cisco Technologies, Firewalls, Citrix, Network Security, DNS, WAN, Networking, Routers, Security, SAN, VoIP, Operating Systems, Technical Support, Project Management, ITIL, CCNA, HP, Telecommunications, Hardware, Citrix Metaframe, MPLS, IP, Routing, Network Engineering, Software Documentation, Wireless, Software Installation, Cisco Routers, Program Management, Access, Help Desk Support, Business Analysis, Process Improvement, Management, UCaaS, CCSP, IT Motivator, Vendor Management, Vendor Relationships
Education
Lincoln Technical Institute-Philadelphia 1989 — 1990
Associates, Electronics
NFI March 2013 - Present
NFI September 2008 - March 2013
Public Financial Management November 2003 - September 2008
Defense Contract Audit Agency May 2000 - November 2003
Urban Outfitters March 2000 - May 2000
Dynamic Digital Servies December 1997 - March 2000
AtlantiCare January 1996 - December 1997
Computerland July 1993 - January 1996
The Judge Group September 1990 - July 1993
Skills
Disaster Recovery, Servers, Data Center, VMware, DHCP, Troubleshooting, Microsoft Exchange, Cisco Technologies, Firewalls, Citrix, Network Security, DNS, WAN, Networking, Routers, Security, SAN, VoIP, Operating Systems, Technical Support, Project Management, ITIL, CCNA, HP, Telecommunications, Hardware, Citrix Metaframe, MPLS, IP, Routing, Network Engineering, Software Documentation, Wireless, Software Installation, Cisco Routers, Program Management, Access, Help Desk Support, Business Analysis, Process Improvement, Management, UCaaS, CCSP, IT Motivator, Vendor Management, Vendor Relationships
Education
Lincoln Technical Institute-Philadelphia 1989 — 1990
Associates, Electronics
Katherine Clupper's Public Financial Management Experience September 2003 - Present
Job Managing Director at Public Financial Management
Industry Financial Services
Experience
Public Financial Management September 2003 - Present
Skills
Fixed Income, Financial Analysis, Strategic Financial..., Bonds, Public Finance
Education
Temple University - Fox School of Business and Management 1983 — 1985
MBA, Finance
Public Financial Management September 2003 - Present
Skills
Fixed Income, Financial Analysis, Strategic Financial..., Bonds, Public Finance
Education
Temple University - Fox School of Business and Management 1983 — 1985
MBA, Finance
Peter Brun's Public Financial Management Experience May 2003 - June 2010
Job Senior Administrative Assistant
Industry Financial Services
Experience
Public Financial Management May 2003 - June 2010
Evensen Dodge, Inc. June 1999 - May 2003
Masterson Personnel August 1997 - June 1999
NightOwl Document Management Services March 1992 - August 1997
Education
University of Minnesota-Twin Cities 1987 — 1991
Bachelor of Arts, International Relations
Public Financial Management May 2003 - June 2010
Evensen Dodge, Inc. June 1999 - May 2003
Masterson Personnel August 1997 - June 1999
NightOwl Document Management Services March 1992 - August 1997
Education
University of Minnesota-Twin Cities 1987 — 1991
Bachelor of Arts, International Relations
Margaret Hope Davidson's Public Financial Management Experience 2011 - Present
Job Student at University of Florida Warrington College Of Business
Industry Financial Services
Experience
Public Financial Management 2011 - Present
Education
University of Florida - Warrington College of Business Administration 2007 — 2011
Public Financial Management 2011 - Present
Education
University of Florida - Warrington College of Business Administration 2007 — 2011
Sergio Kossler's Public Financial Management Experience October 2010 - June 2012
Job Sr. Financial Analyst at The Walt Disney Company
Industry Hospitality
Experience
The Walt Disney Company June 2012 - Present
Public Financial Management October 2010 - June 2012
The Walt Disney Company November 2007 - October 2010
Walt Disney World August 2003 - November 2007
Skills
Financial Modeling, Forecasting, Budgeting, Excel, Pro Forma Development, Microsoft Excel, Finance, Managerial Finance, Leadership, Financial Planning, Customer Service, Strategic Planning
Education
University of Florida 2009 — 2010
MBA, Business
University of Central Florida 2005 — 2007
BSBA, Finance
The Walt Disney Company June 2012 - Present
Public Financial Management October 2010 - June 2012
The Walt Disney Company November 2007 - October 2010
Walt Disney World August 2003 - November 2007
Skills
Financial Modeling, Forecasting, Budgeting, Excel, Pro Forma Development, Microsoft Excel, Finance, Managerial Finance, Leadership, Financial Planning, Customer Service, Strategic Planning
Education
University of Florida 2009 — 2010
MBA, Business
University of Central Florida 2005 — 2007
BSBA, Finance
Felicia Wu's Public Financial Management Experience May 2005 - April 2007
Job Research Scientist at State of New Jersey Division of Medical Assistance and Health Services
Industry Government Administration
Experience
Division of Medical Assistance and Health Services - State of New Jersey August 2014 - Present
State of New Jersey May 2007 - August 2014
Public Financial Management May 2005 - April 2007
University of Pennsylvania 2004 - 2005
University of Pennsylvania 2003 - 2004
Peace Corps June 1999 - December 2000
AmeriCorps 1997 - 1998
Skills
Policy Analysis, Public Policy, Public Administration, Government, Public Finance, Economic Development, Policy, Local Government, Legislative Research, State Government, Analysis, Financial Analysis, Public Speaking
Education
University of Pennsylvania 2003 — 2005
Master's degree, Government Adminstration, 3.9
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Science (B.S.), Chemistry, 3.2
Division of Medical Assistance and Health Services - State of New Jersey August 2014 - Present
State of New Jersey May 2007 - August 2014
Public Financial Management May 2005 - April 2007
University of Pennsylvania 2004 - 2005
University of Pennsylvania 2003 - 2004
Peace Corps June 1999 - December 2000
AmeriCorps 1997 - 1998
Skills
Policy Analysis, Public Policy, Public Administration, Government, Public Finance, Economic Development, Policy, Local Government, Legislative Research, State Government, Analysis, Financial Analysis, Public Speaking
Education
University of Pennsylvania 2003 — 2005
Master's degree, Government Adminstration, 3.9
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Science (B.S.), Chemistry, 3.2
Justin Runkel's Public Financial Management Experience July 2010 - Present
Job Consultant at Public Financial Management
Industry Financial Services
Experience
Public Financial Management July 2010 - Present
Skills
Financial Modeling, Business Analysis
Education
Penn State University 2006 — 2010
Finance, Economics, International Business
Public Financial Management July 2010 - Present
Skills
Financial Modeling, Business Analysis
Education
Penn State University 2006 — 2010
Finance, Economics, International Business
Martha (Mockaitis) Behan's Public Financial Management Experience 2008 - 2012
Job Manager of Investments at Southeastern Pennsylvania Transportation Authority
Industry Financial Services
Experience
Southeastern Pennsylvania Transportation Authority 2012 - Present
Public Financial Management 2008 - 2012
Education
Penn State University 2001 — 2005
Bachelor of Science (B.S.), Economics
Southeastern Pennsylvania Transportation Authority 2012 - Present
Public Financial Management 2008 - 2012
Education
Penn State University 2001 — 2005
Bachelor of Science (B.S.), Economics
Linda Ginty's Public Financial Management Experience November 1998 - Present
Job Senior Managing Consultant at Public Financial Management
Industry Financial Services
Experience
Public Financial Management November 1998 - Present
Skills
Public Finance, Financial Modeling, Fixed Income, Capital Markets, Bonds, Financial Analysis, Investment Banking, Program Management, Project Finance, Strategic Planning, Investments, Strategic Financial..., Asset Managment, Derivatives, Project Management
Education
Truman State University 1990 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Public Financial Management November 1998 - Present
Skills
Public Finance, Financial Modeling, Fixed Income, Capital Markets, Bonds, Financial Analysis, Investment Banking, Program Management, Project Finance, Strategic Planning, Investments, Strategic Financial..., Asset Managment, Derivatives, Project Management
Education
Truman State University 1990 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Osaze Romany's Public Financial Management Experience July 2012 - April 2015
Job Investment Banking at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets April 2015 - Present
Public Financial Management July 2012 - April 2015
NYC Pension Fund, Office of the Comptroller June 2011 - August 2011
Skills
Fixed Income, Finance, Financial Modeling, Asset Management, Financial Analysis, Project Finance, Public Finance
Education
Morgan State University
BS, Finance
Pace University
MS, Investment Management
RBC Capital Markets April 2015 - Present
Public Financial Management July 2012 - April 2015
NYC Pension Fund, Office of the Comptroller June 2011 - August 2011
Skills
Fixed Income, Finance, Financial Modeling, Asset Management, Financial Analysis, Project Finance, Public Finance
Education
Morgan State University
BS, Finance
Pace University
MS, Investment Management
Rita Nganga's Public Financial Management Experience January 2013 - Present
Job
Industry Financial Services
Experience
Public Financial Management January 2013 - Present
Skills
Investments, Financial Modeling, Financial Analysis, Equities, Asset Management, Risk Management, Fixed Income, Securities, Alternative Investments, Investment Banking
Education
St. Joseph's University 2009 — 2011
Master of Science (M.S.), Financial Services
St. Joseph's University 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Public Financial Management January 2013 - Present
Skills
Investments, Financial Modeling, Financial Analysis, Equities, Asset Management, Risk Management, Fixed Income, Securities, Alternative Investments, Investment Banking
Education
St. Joseph's University 2009 — 2011
Master of Science (M.S.), Financial Services
St. Joseph's University 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Jeffrey Pelus's Public Financial Management Experience April 2014 - Present
Job Senior Financial Analyst Corporate Finance at Public Financial Management
Industry Financial Services
Experience
Public Financial Management April 2014 - Present
Murray Devine November 2011 - April 2014
Prudential Financial June 2011 - November 2011
Prudential Financial December 2007 - June 2011
Prudential Financial May 2007 - December 2007
Prudential Financial June 2006 - May 2007
Skills
Valuation, Financial Modeling, Equity Valuation, Financial Analysis, Business Valuation, Investment Research, Equities, Bloomberg Terminal, Fixed Annuities, Series 6, Mutual Funds, Series 63
Education
Temple University - Fox School of Business and Management 2007 — 2010
Master of Business Administration (M.B.A.), Finance
Public Financial Management April 2014 - Present
Murray Devine November 2011 - April 2014
Prudential Financial June 2011 - November 2011
Prudential Financial December 2007 - June 2011
Prudential Financial May 2007 - December 2007
Prudential Financial June 2006 - May 2007
Skills
Valuation, Financial Modeling, Equity Valuation, Financial Analysis, Business Valuation, Investment Research, Equities, Bloomberg Terminal, Fixed Annuities, Series 6, Mutual Funds, Series 63
Education
Temple University - Fox School of Business and Management 2007 — 2010
Master of Business Administration (M.B.A.), Finance
Greg Ewing's Public Financial Management Experience July 1991 - March 1997
Job Retired at Royal Bank of Scotland
Industry Banking
Experience
Royal Bank of Scotland November 2010 - Present
Janney Montgomery Scott August 2001 - May 2007
Public Financial Management July 1991 - March 1997
Skills
Banking, Retail Banking, Commercial Banking, Credit Risk, Credit, Credit Analysis, Trade Finance, Risk Management, Loans, Financial Risk, Change Management, Commercial Lending, Finance, Portfolio Management, Investment Banking
Education
Marywood University 1986 — 1989
Masters of Public Administration
Shippensburg University of Pennsylvania 1971 — 1978
Bachelor's of Science, Business Administration and Management, General
Royal Bank of Scotland November 2010 - Present
Janney Montgomery Scott August 2001 - May 2007
Public Financial Management July 1991 - March 1997
Skills
Banking, Retail Banking, Commercial Banking, Credit Risk, Credit, Credit Analysis, Trade Finance, Risk Management, Loans, Financial Risk, Change Management, Commercial Lending, Finance, Portfolio Management, Investment Banking
Education
Marywood University 1986 — 1989
Masters of Public Administration
Shippensburg University of Pennsylvania 1971 — 1978
Bachelor's of Science, Business Administration and Management, General
Colby Eckols's Public Financial Management Experience May 2008 - May 2014
Job Vice President at FirstSouthwest
Industry Financial Services
Experience
First Southwest Company May 2014 - Present
Public Financial Management May 2008 - May 2014
Municipal Advisory Council of Texas 2005 - April 2008
Skills
Financial Modeling, Bonds, Public Finance, Financial Advisory, Quantitative Analytics
Education
Southwest Texas State University
Bachelor of Business Administration (BBA), Finance, General
First Southwest Company May 2014 - Present
Public Financial Management May 2008 - May 2014
Municipal Advisory Council of Texas 2005 - April 2008
Skills
Financial Modeling, Bonds, Public Finance, Financial Advisory, Quantitative Analytics
Education
Southwest Texas State University
Bachelor of Business Administration (BBA), Finance, General
Claire Goodman's Public Financial Management Experience May 2011 - Present
Job
Industry Financial Services
Experience
Public Financial Management May 2011 - Present
Scott Balice Strategies June 2005 - May 2011
Education
The University of Georgia
Master of Arts (M.A.), Economics
The University of Lethbridge
Bachelor's degree, Economics
Public Financial Management May 2011 - Present
Scott Balice Strategies June 2005 - May 2011
Education
The University of Georgia
Master of Arts (M.A.), Economics
The University of Lethbridge
Bachelor's degree, Economics
Chris Bamber's Public Financial Management Experience July 2008 - Present
Job Senior Managing Consultant at Public Financial Management
Industry Financial Services
Experience
Public Financial Management July 2008 - Present
Education
Penn State University 2004 — 2008
Bachelor of Science (B.S.), Finance
Public Financial Management July 2008 - Present
Education
Penn State University 2004 — 2008
Bachelor of Science (B.S.), Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY