Sovereign's Capital
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Sovereign's Capital Employees
Tufts Health Plan June 2014 - Present
Duke University September 2011 - May 2014
Sovereign's Capital August 2013 - December 2013
MENTOR/National Mentoring Partnership June 2013 - August 2013
Duke University Center for Slavic, Eurasian, and Eastern European Studies January 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Data Analysis, Non-profits..., Photoshop, Social Networking, Writing, Proofreading, Wordsmithing
Education
Duke University 2010 — 2014
Bachelor of Arts (B.A.), Russian Studies
Amazon June 2015 - Present
EndoChoice June 2014 - August 2014
Sovereign's Capital May 2014 - May 2014
Tianjin Eco-city Investment and Development Co., Ltd. September 2010 - June 2013
Tianjin Eco-city Investment and Development Co., Ltd. October 2008 - September 2010
PricewaterhouseCoopers June 2006 - October 2008
bbiizz.com December 2001 - April 2003
Skills
Financial Modeling, Due Diligence, Corporate Finance, Enterprise Risk..., Financial Audits, Real Estate Investor, Renewable Energy Policy, Investment Strategies, ERP Implementations, Internal Controls, Analysis
Education
Duke University - The Fuqua School of Business 2013 — 2015
Business Administration and Management, Finance & Stratergy
Nankai University 2003 — 2006
Master's degree, Finance
Tianjin University of Science and Technology 1998 — 2002
Bachelor's degree, International Business
NEPC, LLC August 2014 - Present
NEPC, LLC August 2013 - July 2014
Sovereign's Capital August 2012 - September 2012
Goldman Sachs June 2012 - August 2012
PricewaterhouseCoopers August 2007 - July 2011
General Motors May 2005 - August 2005
Skills
Financial Services, Investment Management, Management, Financial Analysis, Public Speaking, Leadership, Entrepreneurship, Financial Modeling, Manage Client..., Community Outreach, Corporate Communications, Financial Reporting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
MBA
ESSEC - ESSEC Business School 2013 — 2013
Master of Business Administration (MBA)
North Carolina Agricultural and Technical State University 2003 — 2007
Bachelor of Science, Accounting, Summa Cum Laude
Coleman Research April 2015 - July 2015
Coleman Research December 2014 - April 2015
Sovereign's Capital February 2014 - September 2014
CrowdWork Labs February 2014 - September 2014
Chick-fil-A September 2013 - February 2014
Skills
Management, Inventory Management, Customer Service, Sales, Food Service, Food Preparation, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Facebook, Time Management, Social Networking
Education
North Carolina State University 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Atlas Diligence, LLC June 2014 - August 2014
TheOfferMachine.com August 2013 - January 2014
Sovereign's Capital June 2013 - July 2013
Skills
Private Equity, Microsoft Excel, Due Diligence, Venture Capital, Financial Modeling, Sales, Solution Selling, Team Leadership, Public Speaking, Time Management, Marketing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2016
Bachelor of Science in Business Administration
Sovereign's Capital May 2015 - Present
Centre Investment Society April 2015 - Present
Alpha Capital Corporation December 2014 - January 2015
Hilliard Lyons May 2014 - July 2014
Beyond English May 2013 - August 2013
Citi Young Talent Program, Citibank July 2012 - August 2012
SRI LP February 2012 - May 2012
Skills
Microsoft Excel, Financial Modeling, Equity Research, Teaching English as a..., Event Planning
Education
Centre College 2012 — 2016
Bachelor of Science (B.S.), Financial Economics, Minors in Music and Mathmatics
Sayre School
Millbrook School 2010 — 2011
Sovereign's Capital January 2011 - Present
Bandwidth.com/Republic Wireless March 2009 - Present
Bandwidth.com January 2001 - March 2009
Bandwidth International January 2000 - January 2001
Chapel Hill Brokers August 1997 - January 2000
Arthur Andersen August 1991 - August 1992
Skills
Entrepreneurship, Management, Strategic Planning, Start-ups, Leadership, Strategic Partnerships, Strategy, Business Strategy, Investments, Public Speaking
Education
University of Delaware 1987 — 1991
BA, International Relations
Sovereign's Capital June 2015 - Present
CrowdWork Labs May 2014 - July 2014
St. Augustine Alligator Farm and Zoological Park May 2013 - August 2013
Skills
Public Speaking, Time Management, Teamwork, Microsoft Office, PowerPoint, Social Media, Higher Education, Microsoft Word, Leadership, Microsoft Excel, Research, Event Planning, Social Networking, Customer Service
Education
Florida State University - College of Business 2011 — 2015
Bachelor's degree, Finance, General
Dev Bootcamp April 2015 - Present
ReLISTO 2015 - 2015
Kiva.org June 2014 - 2014
Capnetix 2014 - 2014
Gordon College August 2013 - 2014
Center for Technology Services February 2012 - December 2013
Sovereign's Capital June 2013 - August 2013
Family and Children's Services September 2012 - May 2013
The Common Exchange August 2012 - May 2013
Gordon College Student Association August 2012 - December 2012
Skills
Ruby on Rails, Ruby, SQL, Github, Python, Bootstrap, Git, JavaScript, Bower, Yeoman, PowerPoint, Economics, Research, Microsoft Word, Tutoring, Microsoft Office, Microsoft Excel, Business Analysis, Management, Financial Analysis, Public Speaking, Data Analysis, Social Networking, Analysis, Digital Photography, Photography, Teaching, Time Management, Project Management, Statistics, Market Research, Information Architecture, Securities Analysis, CRM, Salesforce, Microsoft SQL Server, Confluence, Program Management, Customer Service, Leadership, Administration, RubyMine, Salesforce.com
Education
Dev Bootcamp 2015 — 2015
Software Engineering
Gordon College 2010 — 2014
Bachelors, Economics, Finance
University of Rochester 2008 — 2010
Diversified Conveyors, Inc. August 2015 - Present
Sovereign's Capital February 2011 - Present
Strategic Social December 2009 - December 2010
The Great Game Travel Company (Afghanistan) March 2005 - December 2010
Global SourceNet (Uzbekistan) September 2002 - December 2004
Citibank (Mexico) S. A. de C. V October 1997 - September 1999
Procter & Gamble (Mexico) June 1995 - October 1997
Procter & Gamble (Mexico and Puerto Rico) June 1992 - June 1995
Skills
Social Entrepreneurship, Marketing, Political Risk Analysis, Strategic Planning, Business Strategy, International Relations, Entrepreneurship, Public Speaking, Crisis Management, Brand Management, International Business..., Management, Leadership Development, Strategic Partnerships, New Business Development, Start-ups, Business Planning, Finance, Training, Nonprofits, Leadership, Business Development, Sales, Investments, Proposal Writing, Team Building, Venture Capital, Sales Management, Public Relations, Small Business, Strategy, Product Management, International Business, Advertising, Private Equity
Education
Southeastern College at Wake Forest (SEBTS) 2000 — 2002
Master of Divinity, Intercultural Studies
Georgetown University 1988 — 1992
Bachelor of Science, Foreign Service
American School Foundation 1984 — 1988
High School Diploma
Provident Funding Associates L.P. June 2013 - Present
Sovereign's Capital May 2012 - December 2012
Northwestern Mutual May 2011 - March 2012
First Citizens Bank May 2010 - August 2010
Skills
Business Analysis, Financial Analysis, Due Diligence, Personal Financial..., Finance, Venture Capital, Analysis, Microsoft Office, Financial Services
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (BA), Management and Society
The Wharton School August 2015 - Present
Sovereign's Capital June 2013 - June 2015
Quvat Management Pte. Ltd. January 2013 - April 2015
Impact Investment Exchange Asia October 2012 - December 2012
Kearny Alliance, Called to Rescue August 2011 - May 2012
J.P. Morgan June 2009 - June 2011
J.P. Morgan June 2008 - August 2008
Skills
Financial Modeling, Economics, Valuation, Stata, Research, Data Analysis, Fundraising, Investment Banking, Public Policy, Quantitative Analytics, Non-profits, Corporate Finance, Due Diligence, Management, Investments
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA), Health/Health Care Administration/Management
Princeton University 2005 — 2009
AB, Economics
St. Joseph's Preparatory School 2001 — 2005
The Lewin Group June 2014 - Present
Gordon College January 2014 - May 2014
Morgan Stanley December 2013 - May 2014
Center for Technology Services January 2013 - May 2014
Sovereign's Capital June 2013 - August 2013
Center for Technology Services September 2012 - January 2013
Center for Technology Services September 2010 - September 2012
Southwick's Zoo August 2007 - August 2012
Skills
PowerPoint, Research, Microsoft Excel, Microsoft Word, Access, Economics, Management, Data Analysis, Leadership, Teaching, Financial Analysis, Editing, Higher Education, Public Speaking, Technology, SAS, Consulting
Education
Gordon College 2010 — 2014
Bachelor of Arts, Economics and Finance