Scharf Investments LLC
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Scharf Investments LLC Employees
Facebook September 2014 - Present
Scharf Investments LLC July 2014 - August 2014
International House at UC Berkeley August 2013 - August 2014
JellyBus April 2013 - August 2013
Cukis Inc. September 2012 - February 2013
Deloitte June 2012 - August 2012
Haas School of Business January 2010 - May 2012
Kate Spade & Company 2010 - 2010
Skills
Microsoft Office, Microsoft Word, Research, Social Media, Public Speaking, Data Analysis, Leadership, Teamwork, Event Planning, Market Research, Start-ups, Entrepreneurship, Microsoft Excel, PowerPoint, Project Management, Talent Management, Intercultural..., Intercultural Relations, Counseling Psychology, Highly motivated..., Passion for Quality, Genuine, Time Management, Program Management, Analysis, Marketing, Strategic Planning, Business Development, Event Management, English, Financial Analysis, Korean, Strategy
Education
University of California, Berkeley 2009 — 2014
Bachelor of Science (B.S.) & Bachelor of Arts (B.A.), Business Administration and Management & Psychology, 3.9/4.0
Champaign Central High School
ICONIQ Capital July 2015 - Present
J.P. Morgan May 2014 - August 2014
Berkeley Investment Group May 2013 - May 2014
Scharf Investments LLC May 2013 - June 2013
Associated Students of the University of California May 2012 - May 2013
Merrill Lynch June 2012 - August 2012
HealthyOut June 2012 - August 2012
Skills
Financial Modeling, DCF Valuation, Business Analysis, Microsoft Excel, Adobe Creative Suite, Google Docs, Spanish-English, Running, Community Outreach, Economics, Financial Analysis, Analysis, Lean Fundamentals, Research
Education
University of California, Berkeley 2011 — 2015
Bachelor’s Degree, Business Administration, Alumnus
London School of Economics and Political Science
Fixed Income & Debt Markets, Financial Markets
Carondelet High School 2007 — 2011
Silver Spring Networks March 2015 - Present
Scharf Investments, LLC August 2012 - February 2015
UC Santa Cruz September 2011 - June 2013
Cabrillo College Math Learning Center November 2010 - December 2011
Skills
Spanish-speaking, Mathematics, Monetary Economics, Microsoft Office, Tutoring, Microsoft Excel, Research, Finance, Investments, Financial Modeling, Portfolio Management, Equities, Fixed Income, Bloomberg, PowerPoint, Microsoft Word
Education
University of California, Santa Cruz 2011 — 2013
Bachelor's Degree, Mathematics and Economics, Graduated
Lifestyled Listings October 2013 - Present
San Jose State University August 2013 - Present
Auslang English Institute November 2012 - January 2013
Success English Resources July 2012 - December 2012
Seascape Beach Resort June 2011 - July 2012
A+ Educational Services February 2010 - June 2010
Scharf Investments LLC April 2009 - December 2009
Skills
Problem Solving, Independent Thinking, Collaborative Problem..., Group Dynamics, Interpersonal..., Analysis, Microsoft Excel, Sales, Customer Satisfaction, Time Management, PowerPoint, Teaching English as a..., Construction, Management, Marketing, Public Speaking, Customer Service, Event Planning, Microsoft Office, Microsoft Word, Nonprofits, Strategic Planning
Education
San Jose State University 2013 — 2015
Master's Urban Planning, Urban and Regional Planning
University of California, Santa Cruz 2011 — 2012
Post Baccalaureate, Psychology
Cabrillo College 2009 — 2011
Psychology
University of California, Santa Cruz 2005 — 2009
Bachelor of Arts (B.A.), Business Management and Economics
Scharf Investments, LLC August 2014 - Present
Scharf Investments, LLC May 2014 - August 2014
Lincoln House, LLC October 2013 - May 2014
Berkeley Student Cooperative August 2012 - December 2013
UCLA June 2012 - August 2012
Berkeley Unified School District March 2012 - May 2012
Berkeley Student Cooperative February 2012 - May 2012
Public Resource Advisory Group 2012 - 2012
Juan's Tire and Mechanic Service July 2006 - August 2011
Skills
Research, PowerPoint, Microsoft Word, Data Analysis, Nonprofits, Statistics, Matlab, Stata, Microsoft Excel, Program Management, Spanish, Public Speaking, Community Outreach, Event Planning, LaTeX, Microsoft Office, Analysis
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Applied Mathematics
Scharf Investments, LLC November 2010 - Present
Fairholme Capital Management January 2005 - January 2010
Fairholme Capital Management, LLC January 2003 - December 2004
Fairholme Capital Management, LLC March 2002 - December 2002
Skills
Hedge Funds, Trading, Investments, Portfolio Management, Mutual Funds, Alternative Investments, Asset Management, Risk Management
Education
Nova Southeastern University—Shepard Broad Law Center 2010 — 2010
Law
Montclair State University 1999 — 2002
BS, Business Management
University of Maryland College Park
Scharf Investments, LLC December 2014 - Present
Scharf Investments, LLC March 2011 - Present
Mt. Eden Investment Advisors March 2005 - March 2011
Telegraph Hill Investment Counsel April 1998 - March 2005
Sonoma State University 1996 - 1998
Skills
Investments, Asset Management, Portfolio Management, Bloomberg, Asset Allocation, Investment Strategies
Education
Sonoma State University 1990 — 1992
Bachelor of Arts (B.A.), Psychology with Minor in Business
Casa Grande High School 1983 — 1987
Scharf Investments LLC July 2002 - Present
Carson Feltz Wealth Management Group January 2001 - June 2002
Beyke Partners Limited Partnership March 1989 - March 2000
Wallace R. Weitz & Co., Inc. 1986 - 1988
Omaha National Bank Trust Division 1983 - 1986
Skills
Equity Research, Equities, Portfolio Management, Asset Management, Fixed Income, Investments, Financial Modeling, Valuation, Equity Valuation, Equity Trading, Hedge Funds, Asset Allocation, Investment Strategies, Investment Management, Bloomberg, Fund Of Funds, Alternative Investments, Investment Advisory, Bonds, Value Investing, Finance, ETFs
Education
University of Nebraska-Lincoln 1979 — 1983
Bachelor's degree, Finance
CFA Institute
CFA Charter Designation
Scharf Investments LLC January 2014 - Present
Scharf Investments LLC May 2006 - Present
Skills
Investments, Equities, Microsoft Excel, Fixed Income, Microsoft Office, Equity Trading, Equity Research, Bloomberg Terminal, Bloomberg, Fixed Income Analysis, Equity Valuation, Fixed Income Portfolio..., Asset Management, Financial Analysis, Valuation, Trading, Finance, Capital Markets
Education
UC Santa Cruz
BA, Business Management Economics