Student Investment Fund

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Student Investment Fund Employees

Employee
Years
Job
Industry
Jie Ke Jie Ke Tulsa, Oklahoma Details
Jie Ke's Student Investment Fund Experience 2013 - 2013
Job Secondyear finance graduate student
Industry Financial Services
Experience
Ernest & Young  October 2014 - Present
the university of Tulsa  August 2011 - Present
SouFun Holdings Limited   January 2014 - October 2014
Safe N Sound   May 2013 - 2013
JA Investor Challenge   2013 - 2013
Research Colloquium   2013 - 2013
Center for Student Academic Support University of Tulsa   2013 - 2013
student investment fund   2013 - 2013
GUOTAI JUNAN Securities Company Limited   February 2011 - April 2011
Bridge Club   2009 - 2010

Skills
Microsoft Office, Microsoft Excel, Windows, PowerPoint, Microsoft Word, Access, Outlook, English, R Project, SAS, Bloomberg, @Risk, Crystal Ball, SPSS, Leadership, Finance, R, Economics, Microsoft SQL Server, Accounting, Financial Analysis, Analysis, Financial Modeling

Education
University of Tulsa   2011 — 2013
Master of Science (MS), Finance, General, 4.0

Nanchang University   2007 — 2009
Bachelor of Science (BS), B.A. Honors in Finance, 3.3

Connor Schlegel Connor Schlegel Denver, Colorado Details
Connor Schlegel's Student Investment Fund Experience April 2012 - Present
Job Student at Claremont McKenna College
Industry
Experience
Claremont McKenna College  August 2014 - Present
Student Investment Fund   April 2012 - Present
Lowe Institute   January 2013 - Present
SW Foundation   May 2005 - Present
J.P. Morgan   June 2014 - August 2014
Claremont McKenna College  August 2013 - January 2014
Kent Denver Speakers Series   September 2010 - January 2014
IPODERAC   June 2013 - August 2013
Claremont McKenna College  August 2012 - May 2013
Steadman Hawkins Clinic Denver  May 2012 - August 2012

Skills
Microsoft Office, Bloomberg Terminal, Prezi, Research, Public Speaking, Financial Modeling, Social Media, Valuation, PowerPoint, Nonprofits, Facebook, Microsoft Excel, Editing, Microsoft Word, Event Planning, OS X, Spanish

Education
Claremont McKenna College   2011 — 2015
Bachelor of Arts (BA), Economics & Finance

Kent Denver High School   2006 — 2010

Daniel Schutz Daniel Schutz Southfield, Michigan Details
Daniel Schutz's Student Investment Fund Experience January 2014 - May 2014
Job Trading and Research at CIG Capital Advisors
Industry Investment Management
Experience
CIG Capital Advisors   September 2015 - Present
Treasury Strategies, Inc.   September 2014 - September 2015
Michigan State University  August 2012 - August 2014
Michigan State University  May 2013 - July 2014
Student Investment Fund   January 2014 - May 2014
Michigan State University  May 2013 - August 2013

Skills
Finance, Financial Modeling, Microsoft Excel, Investments, Program Management, Portfolio Management, Teamwork, Business Statistics, Cash Management, Equity Trading, Equity Research, Derivatives Trading, Technical Analysis, Economics, Project Finance, Public Speaking, SPSS, Bloomberg Terminal

Education
Michigan State University   2012 — 2014
Bachelor of Arts (BA), Finance and Financial Management Services, Cumulative 3.73/4.0

Kent Weinkauf Kent Weinkauf Tulsa, Oklahoma Details
Kent Weinkauf's Student Investment Fund Experience August 2013 - December 2013
Job Implementation Consultant at Waterfield Energy
Industry Oil & Energy
Experience
Waterfield Energy  August 2014 - April 2015
Student Investment Fund   August 2013 - December 2013
WPI  January 2012 - August 2013
WPI  December 2010 - December 2011
Devon Energy  May 2009 - July 2009
Unit Corporation  June 2008 - August 2008
Wallace Engineering  June 2007 - August 2007

Skills
Geology, Oil/Gas, Upstream, Energy Industry, Petroleum Engineering, Microsoft Excel, Microsoft Word, Eagle Scout, Financial Analysis, Principle Valuation of..., Analysis of..., Financial Analysis of..., Optimization Study on..., Principle Reservoir..., Energy Management, Basic Stratigraphic and..., Lease and Lease...

Education
University of Tulsa   2015 — 2018
Bachelor of Engineering (B.E.), Petroleum Engineering

University of Tulsa   2011 — 2014
Bachelor of Science in Business Administration, Finance with Emphasis in Investments and Minor in Energy Management

Colorado School of Mines   2008 — 2010
Petroleum Engineering

Artemis (Yijing) Shen Artemis (Yijing) Shen Greater Los Angeles Area Details
Artemis (Yijing) Shen's Student Investment Fund Experience November 2011 - May 2013
Job Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company  July 2014 - Present
Formation 8  April 2014 - July 2014
Lazard  May 2013 - July 2013
Student Investment Fund   November 2011 - May 2013
Financial Economics Institute  July 2011 - May 2013
Lowe Institute of Political Economy  June 2011 - December 2012
Relational Investors LLC  June 2012 - July 2012

Skills
Investment Banking, Stata, Valuation, Bloomberg, SPSS, Capital IQ, Corporate Finance, Statistics, Econometrics, Financial Markets, Financial Modeling, Macroeconomics, Economics, Quantitative Analytics, Bloomberg Terminal

Education
Claremont McKenna College   2011 — 2013
Bachelor of Arts (B.A.), Mathematics and Economics, Major GPA: 3.9 / 4.0; Overall GPA: 3.9 / 4.0

Claremont McKenna College   2013 — 2013
Master of Arts (M.A.), Master’s Program in Finance

Scripps College   2009 — 2011
Bachelor of Arts (B.A.), Mathematics and Economics

Northfield Mount Hermon   2006 — 2009
High School

Shanghai Foreign Language School   2001 — 2006

Kelvin Gardner Kelvin Gardner Dallas/Fort Worth Area Details
Kelvin Gardner's Student Investment Fund Experience January 2013 - May 2013
Job Finance Professional
Industry Financial Services
Experience
HD Vest Financial Services  January 2015 - Present
HD Vest Financial Services  September 2014 - January 2015
Franklin American Mortgage Company  March 2014 - August 2014
Student Investment Fund   January 2013 - May 2013
Outer Child LLC   May 2012 - August 2012
University of Oklahoma  January 2011 - December 2011

Skills
Microsoft Office, Business Planning, Public Relations, Finance, Leadership, Marketing, Entertainment, Business Development, Analysis, Budgets, Financial Analysis, Business Strategy, Team Leadership, Microsoft Excel

Education
University of Oklahoma   2010 — 2013
Bachelors of Business Administration, Finance

Lucas Barnett Lucas Barnett Greater Los Angeles Area Details
Lucas Barnett's Student Investment Fund Experience April 2015 - Present
Job Co President at Student Investment Fund
Industry E-Learning
Experience
Student Investment Fund   April 2015 - Present
nteract   January 2014 - Present
Burger King  May 2013 - August 2013
Real Horizons AZ   October 2011 - July 2012
Fleischer Sport   January 2012 - March 2012
Capital One Funds Management Pty Ltd   September 2010 - May 2011

Skills
Leadership, Public Speaking, Marketing, Entrepreneurship, Social Networking, Microsoft Word, Customer Service, PowerPoint, English, Research, Cellular Hardware, Private Pilot, Start-ups, Market Research, Marketing Strategy, Microsoft Excel, Teamwork, Microsoft Office

Education
Loyola Marymount University   2012 — 2016
Entrepreneurship/Entrepreneurial Studies, Freshman

Irvine Valley College   2011 — 2011
Public Speaking

Jayme Fitzgerald Jayme Fitzgerald Tulsa, Oklahoma Details
Jayme Fitzgerald's Student Investment Fund Experience January 2015 - May 2015
Job MBA Candidate at The University of Tulsa
Industry Financial Services
Experience
Gibraltar Capital Management   May 2015 - Present
Student Investment Fund   January 2015 - May 2015
Trellis, The Spa at The Houstonian   August 2013 - July 2014
Westin Hotels & Resorts  April 2013 - August 2013
Cabot Lodge  January 2013 - April 2013
LifeSouth Community Blood Centers  May 2012 - April 2013
Dance Marathon at the University of Florida  August 2011 - April 2013
March of Dimes Collegiate Council   March 2012 - December 2012
Jay Fitzgerald Orthodontics D.D.S   May 2007 - August 2009
Athletic Village   February 2006 - August 2009

Skills
Microsoft Applications, Customer Service, Planning & Execution of..., Travel, Event Planning, Guest Service Management, Lightspeed, Front Office, Time Management, Management, Marketing Strategy, Leadership, Marketing, Microsoft Excel

Education
University of Tulsa   2014 — 2015
Master of Business Administration (M.B.A.)

University of Florida   2009 — 2013
Bachelor of Science (B.S.), Tourism and Hospitality Management

Courtney Sibert Courtney Sibert San Francisco Bay Area Details
Courtney Sibert's Student Investment Fund Experience March 2011 - May 2012
Job Actuarial Analyst at The Doctors Company
Industry Insurance
Experience
The Doctors Company  January 2015 - Present
The Doctors Company  April 2014 - December 2014
GeoVera Holdings, Inc.   July 2012 - March 2014
GeoVera Holdings   June 2011 - May 2012
Student Investment Fund   March 2011 - May 2012
Scripps College Math Spot   September 2010 - May 2012
Sibert Insurance Services   May 2009 - May 2012
Renaissance Healing and Learning Center   October 2007 - May 2008

Skills
Corporate Finance, Statistics, Microsoft Excel, Non-profits, Economics, Editing, Leadership, Microsoft Word, Management, Data Analysis, Customer Service, Event Planning, Analysis

Education
Scripps College   2008 — 2012
Bachelor's Degree, Economics and Mathematics

Ursuline High School   2004 — 2008

Cardinal Newman

Jayant Garg Jayant Garg San Francisco Bay Area Details
Jayant Garg's Student Investment Fund Experience September 2012 - December 2012
Job Staff Auditor at Miller Kaplan Arase LLP
Industry Financial Services
Experience
Miller Kaplan Arase LLP  January 2015 - Present
Associated Students, Inc. - Sacramento State   July 2013 - January 2015
Associated Students, Inc. - Sacramento State   June 2012 - August 2013
Harriet Eddy Middle School   September 2011 - May 2013
Harriet Eddy Middle School   January 2011 - May 2013
CSUS  January 2011 - May 2013
Student Investment Fund   September 2012 - December 2012
Associated Students Inc.- CSUS   February 2012 - June 2012
Laguna Creek High School   September 2008 - April 2009

Skills
Microsoft Excel, Microsoft Powerpoint, Linux, HTML, Dr. Scheme, Microsoft Word, Courses, PowerPoint, Accounting, Finance, Time Management, Analysis, Outlook, Customer Service, Investments, Risk Management, Teamwork, Research, Microsoft Office, Leadership, Teaching, Team Leadership, Auditing, Access, Data Analysis, Financial Analysis, Public Speaking, Coaching, Critical Thinking, Payroll

Education
California State University-Sacramento   2011 — 2013
Bachelor of Science (B.S.), Business Administration, Accounting and Finance concentration

California State University-Sacramento   2010 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance

Caroline Hu Caroline Hu Los Angeles, California Details
Caroline Hu's Student Investment Fund Experience September 2013 - May 2015
Job TAP Associate at Capital Group
Industry Investment Management
Experience
Capital Group  September 2015 - Present
Scripps Associated Students  May 2014 - May 2015
Student Investment Fund   September 2013 - May 2015
Scripps College  September 2012 - May 2015
Capital Group  June 2014 - August 2014
Biosettia Inc.   June 2013 - August 2013
Kumon  November 2009 - June 2011

Skills
Microsoft Office, Leadership, Teamwork, Event Planning, Community Outreach, Social Media, Graphic Design, Photoshop, Communication, Mandarin, Customer Service, Photography, Facebook, Microsoft Excel, Time Management, Team Management, Marketing, Writing, Art, Advertising, Stata, QuickBooks, SharePoint, PowerPoint

Education
Scripps College   2011 — 2015
Bachelor of Arts, Economics and Media Studies

Torrey Pines High School   2007 — 2011

The Claremont Colleges

Jinghan Yan Jinghan Yan New York, New York Details
Jinghan Yan's Student Investment Fund Experience August 2010 - December 2010
Job Mathematics of Finance student at Columbia University
Industry Investment Management
Experience
Transcendent Investment Management  July 2013 - May 2014
Student Investment Fund   August 2010 - December 2010

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Data Analysis, Research, Teamwork, Statistics, Financial Modeling, Risk Management, Financial Analysis, PowerPoint, Finance, Market Research, Corporate Finance, Leadership, Business Analysis, Business Strategy, Portfolio Management, Investments, Valuation, Bloomberg, Capital IQ, Equity Research

Education
Columbia University in the City of New York   2014 — 2015
Master of Arts (M.A.), Mathematics of Finance

University of Rochester   2012 — 2013
Master of Science (M.S.), Finance

University of Tulsa   2008 — 2012
Bachelor of Science (B.S.), Finance

University of Tulsa   2008 — 2012
Bachelor of Science (B.S.), Mathematics

Nicholas Cottone Nicholas Cottone Chicago, Illinois Details
Nicholas Cottone's Student Investment Fund Experience August 2010 - December 2010
Job dough | tastytrade
Industry Financial Services
Experience
dough, Inc.   December 2011 - Present
Student Investment Fund   August 2010 - December 2010
Northwestern Mutual  December 2007 - May 2009

Skills
Technical Analysis, Highly Analytical, Motivated/Dedicated, Teamwork/Leadership, Organizational Skills, Communication Skills, Options, Microsoft Office, Analytical Skills, Finance, Leadership, Advertising, Financial Analysis, Management, Risk Management, Asset Allocation, Investments, Financial Risk, Portfolio Management, Derivatives, Financial Modeling, Analytics, Capital Markets, Securities, Alternative Investments, Trading, Accounting

Education
St. Bonaventure University   2009 — 2010
MBA, Accounting and Finance

West Virginia University   2005 — 2009
Bachelor of Science in Business Administration, Finance

Robert Mangini Robert Mangini West Springfield, Massachusetts Details
Robert Mangini's Student Investment Fund Experience September 2013 - December 2013
Job Pricing/ Valuation Analyst at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management  June 2014 - Present
Northwestern Mutual  October 2013 - May 2014
Student Investment Fund   September 2013 - December 2013
Bertera Chrysler Jeep Dodge Ram   May 2013 - July 2013

Skills
Financial Analysis, Data Analysis, Teamwork, Valuation, Report Writing, Bloomberg, Research, Highly self-motivated, Highly responsible, Investments, Mutual Funds

Education
Siena College   2010 — 2014
Bachelor of Science (BS), Finance, General

Derek Sackler Derek Sackler Denver, Colorado Details
Derek Sackler's Student Investment Fund Experience May 2011 - April 2012
Job Consultant Analyst Global Energy & Utilities
Industry Oil & Energy
Experience
PA Consulting Group  June 2015 - Present
Entegra Power Group  May 2012 - January 2015
Student Investment Fund   May 2011 - April 2012
City of Tallahassee  April 2010 - August 2010

Skills
Energy, Commodity Markets, Financial Modeling, Trading, Economics, Derivatives, Econometrics, Power Markets, Power Trading, Microsoft Office, Bloomberg Terminal, Technical Writing, Excel, Power Generation, Natural Gas

Education
Florida State University - College of Business   2011 — 2012
Master of Science, Finance

Florida State University   2007 — 2011
Bachelor of Science, Applied Economics

Florida State University - College of Business   2007 — 2011
Bachelor of Science, Finance

Alexandro Duran Alexandro Duran Sacramento, California Area Details
Alexandro Duran's Student Investment Fund Experience September 2010 - May 2011
Job Senior Associate
Industry Financial Services
Experience
State Street  July 2011 - Present
Student Investment Fund   September 2010 - May 2011
Institutional Investment Society   January 2010 - December 2010

Education
California State University-Sacramento   2005 — 2011
BS Business Admin, Finance, Minor Economics

Ange Assale Ange Assale Greater Chicago Area Details
Ange Assale's Student Investment Fund Experience August 2013 - December 2013
Job Commodity Trader trainee
Industry Financial Services
Experience
Archer Daniels Midland Company  January 2015 - Present
CME Group  February 2014 - April 2014
Student investment Fund   August 2013 - December 2013
HUDSON&CIE (Auerbach Grayson & Co partner)   May 2013 - July 2013
IHS  January 2013 - May 2013
Laredo Petroleum, Inc.   May 2012 - August 2012

Skills
Financial Analysis, Access, Risk Management, Microsoft Excel, Statistics, Energy Industry, Research, Data Analysis, VBA, Matlab, Financial Modeling, Bloomberg, Valuation, Finance, Investments

Education
Singapore Management University   2013 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

University of Tulsa   2011 — 2014
Bachelor of Science (BS), Energy management & finance

Collin County Community College   2010 — 2011
Associate's degree, Accounting and Finance

David Tse David Tse San Francisco Bay Area Details
David Tse's Student Investment Fund Experience August 2012 - May 2015
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2015 - Present
Rose Institute of State and Local Government  September 2011 - Present
Student Investment Fund   August 2012 - May 2015
Bank of America Merrill Lynch  June 2014 - August 2014
CFA Institute  October 2013 - January 2014
UCOP  June 2013 - August 2013
Vista Point Advisors  June 2012 - August 2012

Skills
Data Analysis, Research, Microsoft Office, Public Speaking, Accounting, Due Diligence, Valuation, Qualitative Research, Stata, Humor, Editing, Writing, Bloomberg, Capital IQ, Leadership

Education
Claremont McKenna College   2011 — 2015
Bachelor of Arts (B.A.), Economics and Accounting (with Honors)

Miramonte High School   2007 — 2011

Sam Skanchy Sam Skanchy Greater Salt Lake City Area Details
Sam Skanchy's Student Investment Fund Experience August 2014 - July 2015
Job Credit Risk Analyst at Goldman Sachs
Industry Banking
Experience
Goldman Sachs  July 2015 - Present
Student Investment Fund   August 2014 - July 2015
WEX Inc. (NYSE: WEX)   June 2014 - June 2015
Zions Bank  February 2011 - June 2015
Lassonde Entrepreneur Institute  March 2014 - May 2015
Kirton McConkie  February 2013 - July 2014
Utah Republican Party  2012 - 2014
Russ   March 2011 - August 2013
LDS Church  2008 - 2010

Skills
Bahasa Malaysia, Bahasa Indonesia, Malay, Microsoft Office, Microsoft Excel, Training, Leadership, Public Speaking, PowerPoint, Microsoft Word, Data Analysis, Teaching, Social Media, Social Networking, Outlook, Budgets, Access, Research, Customer Service, Editing, Fundraising, Nonprofits, Team Leadership, Sales, Marketing, Strategic Planning, Event Planning, Finance, Entrepreneurship

Education
Nankai University   2012 — 2012
Chinese Studies, Chinese Studies, 4.0

Iowa Western Community College   2007 — 2009
Business, 3.012, 41 Credits

University of Utah   2011 — 2015
Bachelor’s Degree, Finance, 3.78

Ryan Rickus Ryan Rickus Salisbury, Maryland Details
Ryan Rickus's Student Investment Fund Experience August 2012 - Present
Job Lead Analyst at SU Student Investment Fund
Industry Financial Services
Experience
Student Investment Fund   August 2012 - Present
Salisbury University  January 2010 - Present
Rockin' With the Rickus   January 2007 - Present
NFHS Basketball, Board 157   January 2011 - Present

Education
Salisbury University - Perdue School of Business   2009 — 2013
for Bachelor of Science, Major: Investment Finance Minor: Accounting

Tenzin Youdon Tenzin Youdon Portsmouth, Virginia Details
Tenzin Youdon's Student Investment Fund Experience September 2014 - July 2015
Job Field Engineer
Industry Mechanical or Industrial Engineering
Experience
Kiewit  2015 - Present
Union College  September 2014 - July 2015
Student Investment Fund   September 2014 - July 2015
Union College Mechanical Engineering Department   September 2011 - July 2015
NYS Homes and Community Renewal  February 2015 - March 2015
Union College  June 2014 - July 2014
Union College  April 2013 - June 2013
The RBA Group  November 2012 - December 2012

Skills
Microsoft Office, PowerPoint, AutoCAD, SolidWorks, Microsoft Excel, Microsoft Word, Event Planning, Social Media, Customer Service, Editing, VPython, Java, HTML, Teamwork, English, Data Analysis, Python, Matlab, Outlook, SharePoint, Office 365, Project Management

Education
Union College   2011 — 2015
Mechanical Engineering

Freya Ye Pang Freya Ye Pang Toronto, Canada Area Details
Freya Ye Pang's Student Investment Fund Experience September 2007 - May 2008
Job Controller — Louis Dreyfus Commodities
Industry Capital Markets
Experience
Louis Dreyfus Commodities  September 2012 - Present
Franklin Templeton Investments  April 2010 - July 2012
Quantitative Group of University of New Brunswick   June 2008 - December 2008
Student Investment Fund   September 2007 - May 2008
Faculty of Business Administration of University of New Brunswick   January 2007 - May 2008
Beijing Sunwealth Technology Co.,Ltd   January 2005 - July 2006

Education
CFA institute   2008 — 2010

ACCES   2009 — 2009
Financial Service Connection

CSI   2009 — 2009

University of New Brunswick   2006 — 2009
Master, MBA

Shandong Economic University   2001 — 2005
Bachelor, Information Management and System

Mingchun Wang Mingchun Wang Claremont, California Details
Mingchun Wang's Student Investment Fund Experience September 2014 - Present
Job Economics Student at Scripps College
Industry Financial Services
Experience
The Pacific Bridge Companies  May 2015 - Present
Student Investment Fund   September 2014 - Present
Asian American Resource Center (AARC)   August 2014 - Present
Scripps College IT Department   August 2014 - Present
Scripps College Board of Trustees   September 2014 - May 2015
Harvey Mudd College  November 2013 - October 2014
Barnana  May 2014 - August 2014
Scripps College  February 2014 - May 2014
Jiangsu Winfast Investment Holding Group   June 2013 - August 2013

Skills
Microsoft Office, Social Media, Google Apps, Research, Event Planning, tutoring, Data Analysis, Blogging, Workshop Facilitation, Customer Service, Curriculum Design, Teamwork, Community Outreach, Time Management

Education
Scripps College   2012 — 2016
Bachelor of Arts (B.A.), Economics