Sapphire Investor Relations
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Sapphire Investor Relations Employees
T3 Trading Group, LLC October 2012 - April 2014
G-2 Trading March 2011 - June 2012
Sapphire Investor Relations November 2010 - January 2011
Octagon July 2010 - November 2010
DBC Trading, Inc June 2005 - August 2007
Skills
Series 7, Equity Trading, Technical Analysis, Series 63, Proprietary Trading, Market Research, Equities, Marketing
Education
General Assembly 2015 — 2015
Digital Marketing
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Science and Social Behavior, Communication
PayNearMe July 2015 - Present
PayNearMe March 2014 - Present
Integral Development Corporation January 2014 - January 2014
Ultratech, Inc. March 2013 - October 2013
Sapphire Investor Relations October 2012 - January 2013
Jesse Moreno, CPA July 2012 - August 2012
Angela Wong CPA Firm March 2012 - April 2012
Skills
Access, Accounting, Accounts Payable, Accounts Receivable, Ad Hoc Reporting, Bank Reconciliation, Bookkeeping, Database Queries, Financial Accounting, General Ledger, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
San Jose State University 2011 — 2014
Bachelor's degree, Business Concentration in Accounting
Los Angeles Harbor College 2009 — 2011
Charles Schwab January 2014 - Present
Charles Schwab November 2010 - January 2014
North Valley Bank August 2008 - November 2010
Charles Schwab February 2007 - August 2008
Sapphire Investor Relations January 2006 - February 2007
Skills
Customer Service, Windows, Research, Strategic Planning, Negotiation, Accounting, Teaching, Project Management, Team Building, Editing, Management, Sales, Investments, Analysis, Risk Management
Education
University of San Francisco 2004 — 2005
Masters of Business Administration, Finance and Marketing
Gonzaga University 2000 — 2004
Bachelor of Business Administration, Finance
Pershing, a BNY Mellon company July 2015 - Present
Pershing, a BNY Mellon company March 2014 - June 2015
Pershing, a BNY Mellon company March 2013 - March 2014
BNY Mellon May 2010 - March 2013
Sapphire Investor Relations September 2009 - May 2010
Avalon Partners Inc. May 2008 - August 2008
Skills
Fund Administration, Fund Of Funds, Capital Markets, Investor Relations, Hedge Funds, Fixed Income, Bloomberg, Bloomberg Terminal, Alternative Investments, Mutual Funds, Financial Services, Series 7, Financial Markets, Securities, Equities
Education
University of Florida - Warrington College of Business Administration 2005 — 2009
B.S., Finance
A.M. Best Company May 2012 - Present
Stifel Nicolaus June 2006 - May 2012
Sapphire Investor Relations September 2005 - April 2006
Wachovia Securities March 2000 - May 2005
Skills
Financial Modeling, Financial Analysis, Equity Research, Analysis, Valuation, Equities, Investments, Insurance, Investor Relations, Data Analysis, Bilingual, Portuguese native, Research, Series 7, PowerPoint, Series 63, series 86, Reinsurance, Data Modeling, Financial Reporting, Property & Casualty...
Education
Montclair State University 1995 — 2000
Business, Economics
McKesson July 2013 - Present
McKesson September 2012 - July 2013
Sapphire Investor Relations December 2011 - May 2012
AMB Property Corporation February 2010 - June 2011
AMB Property Corporation January 2009 - February 2010
AMB Property Corporation May 2006 - January 2009
Association Management Solutions May 2003 - May 2006
Skills
Corporate Communications, Public Relations, Investor Relations, Newsletters, Press Releases, Crisis Communications, Marketing, Content Management, Management, Public Speaking, Marketing Communications, Budgets, Media Relations, Financial Analysis, Financial Modeling, Event Planning, Project Management, Event Management, Trade Shows, Editing, Process Improvement, Strategic Communications, Internal Communications, Marketing Strategy, Strategic Planning
Education
National Investor Relations Institute 2011 — 2011
Finance Essentials for Investor Relations
California State University-Chico 1997 — 2002
B.S., Business Administration with a focus on Marketing; Minor in Psychology
Upstart Network June 2015 - Present
University of San Francisco March 2015 - Present
Sapphire Investor Relations January 2012 - August 2012
University of San Francisco August 2011 - August 2012
Carleton University December 2008 - April 2010
CHINA MINSHENG BANKING CORP, LTD July 2008 - September 2008
Independent Planning Group, Inc May 2008 - June 2008
Skills
Financial Analysis, Corporate Finance, Bilingual, Investor Relations, Bloomberg Terminal, Economics, Bloomberg, Valuation, Stata, Macroeconomics, Research, Microsoft Excel, PowerPoint, Accounting, Microsoft Office, Finance, Data Analysis, Microsoft Word
Education
University of San Francisco 2011 — 2012
Master, Inverstor Relation
Carleton University 2006 — 2011
Bachelor of Commerce, Minor Economics
College du Leman 2004 — 2006
High School Diploma
Robert W. Baird & Co. June 2015 - Present
Black Legend Capital June 2014 - October 2014
LPL Financial January 2014 - May 2014
Sapphire Investor Relations June 2013 - August 2013
Mayland Group Co., Ltd. May 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, PowerPoint, Social Media, Public Speaking, Leadership, Data Analysis, Financial Analysis, Teamwork, Event Planning, Research, Finance, Investment Banking
Education
University of Southern California 2013 — 2016
Bachelor of Science (BS), Business Administration
Hatchuel Tabernik and Associates April 2013 - Present
Sapphire Investor Relations July 2012 - April 2013
UCSB Physics Department September 2010 - June 2011
Oakland Unified School District October 2009 - June 2010
EarPeace Technologies, Inc March 2007 - July 2009
Casa Sandoval August 2008 - June 2009
Skills
Grant Writing, Project Management, Project Coordination, Meeting Facilitation, Research, Public Speaking, Tutoring, Curriculum Development, Community Outreach, Program Development, Nonprofits, Higher Education, Staff Development, Spanish, Training, Social Media, Youth Development, Investor Relations, Translation, Transcription, Creative Problem Solving, Data Analysis, Non-profits, Academia, Events Coordination, Grant Administration, Microsoft Office
Education
University of California, Santa Barbara 2010 — 2012
B.A, Business Economics
Maastricht University
Business and Economics; Marketing
Chabot College
A.A, Business Administration
California State University-East Bay 2014 — 2016
Master of Arts (M.A.), Economics
Indeed.com September 2015 - Present
Meridian IQ February 2013 - September 2015
Meridian-IQ September 2011 - January 2013
Sapphire Investor Relations March 2011 - July 2011
The Bridge Corporation October 2010 - March 2011
New York City Housing Authority August 2009 - July 2010
Queens College September 2007 - July 2008
American Friends of Tel Aviv University June 2005 - August 2006
Gerstein Fisher February 2003 - August 2003
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Customer Service, Microsoft Word, Marketing, Fundraising, Social Networking, SPSS, Team Leadership, Data Entry, Event Management, Team Building, Project Management, Research, Data Analysis, Management, Analysis, Business Development, Email Marketing, Social Media Marketing, Leadership, Strategy
Education
City University of New York-Brooklyn College 2011 — 2013
MS, Economics
Queens College 2003 — 2008
BA, Economics, International Politics
Rio Tinto Minerals October 2013 - Present
Dish Network September 2012 - October 2013
Dish Network July 2011 - September 2012
Newmont Mining Corporation June 2010 - July 2011
Sullivan Group Real Estate Advisors April 2006 - September 2008
Sapphire Investor Relations March 2005 - April 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Finance, Corporate Finance, Forecasting, Microsoft Excel, Data Analysis, Investor Relations, Project Management, Financial Variance..., Financial Forecasting, Financial Reporting, Budgets, Analysis, Cash Flow, P&L Analysis, Financial Statement..., Hyperion Planning, Essbase, Fixed Asset Depreciation, Department Budgeting, SAP, DCF, Variance Analysis, Real Estate Financing, Market Research, Enterprise Risk..., Capital Budgeting, Strategic Financial..., Financial Planning
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2011
MBA, Finance
University of San Diego 2000 — 2004
B.A., Business Administration - Finance
The University of Queensland 2003 — 2003
International Business
Redpoint Marketing PR May 2012 - Present
Nancy J. Friedman Public Relations January 2012 - April 2012
Sapphire Investor Relations August 2011 - December 2011
5W Public Relations May 2011 - August 2011
Emerson College September 2010 - May 2011
Spindle Publishing Company Inc September 2007 - May 2009
American Red Cross Internship January 2007 - May 2007
Skills
Press Releases, Marketing Communications, Media Relations, Event Management, Account Management, Social Media, Facebook, Cision, InDesign, Photoshop, Public Relations, Social Media Marketing, Event Planning, Writing, Advertising, Social Networking, Online Advertising
Education
Emerson College 2010 — 2011
MA, Global Marketing Communications and Advertising
Bloomsburg University of Pennsylvania 2003 — 2007
BA, Mass Communications
Macy's September 2013 - Present
Macy's June 2011 - September 2013
Sapphire Investor Relations October 2010 - December 2011
Ramapo Country Day June 2007 - August 2010
Enrollment Services Operations January 2007 - May 2010
Office of Admissions September 2006 - December 2006
Skills
Retail, Project Management, Microsoft Excel, Strategic Planning, Project Planning, Microsoft Office, Budgets, Process Improvement, Management, Customer Service, Leadership, Forecasting, Merchandising, Inventory Management, PowerPoint
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelors, Finance, Accounting
SCS Commodities Corp. March 2012 - March 2013
Area International Trading December 2010 - March 2012
National Securities Corp. January 2011 - April 2011
MSG September 2010 - January 2011
Colebrooke Capital, Inc. September 2010 - January 2011
Sapphire Investor Relations May 2010 - September 2010
Union Square May 2010 - September 2010
Joseph Gunnar & Co, LLC. January 2010 - May 2010
Delta Trading, LLC June 2007 - September 2007
Education
St. John's University 2007 — 2011
Kinnelon High School 2003 — 2007
Cambridge Associates October 2013 - Present
Sapphire Investor Relations March 2013 - June 2013
OwnerListens November 2012 - February 2013
Comerica Bank September 2011 - October 2012
University of San Francisco; Facilities & Management Department September 2008 - May 2011
Squat & Gobble Café June 2009 - August 2009
Skills
Microsoft Office..., Quickbooks Accounting..., PowerPoint, Google Analytics, Google Adwords, MailChimp, Market Research, Blogging, Sales, Banking, Outlook, Customer Service, Multi Tasking, Social Media Marketing, WebTrends Analytics, ThomsonOne, Investor Relations, Security Research
Education
University of San Francisco 2007 — 2011
B.S, Business Administration; Finance, 3.6
Mercy High School