Student Managed Investment Fund
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Student Managed Investment Fund Employees
Employee
Years
Job
Industry
Pamela Peña Serrano Pamela Peña Serrano's Student Managed Investment Fund Experience January 2013 - April 2013
Job Bilingual Associate Wealth Advisor. Wealth Designed, Life Defined.
Industry Financial Services
Experience
Carson Wealth Management Group July 2014 - Present
Financial Planning Association at FIU February 2013 - April 2015
Automotive Capital Resources May 2013 - July 2014
Automotive Capital Resources February 2013 - July 2014
Student Managed Investment Fund January 2013 - April 2013
Skills
Excel models, CRM databases, Title Searches, Title Insurance, English & Spanish..., Marketing Event Planning, Leadership, Financial Modeling, Social Networking, Bloomberg, Financial Analysis, Finance, Bloomberg Terminal, International Business, Access, Corporate Finance, Securities, Credit Analysis, Investments, Equities, Valuation, Risk Management, Underwriting, Loan Origination, Managing Deadlines, Personnel Management, Personal Development, Strategic Initiatives, Accounting, Asset Management, Banking, Cash Management, Due Diligence, Financial Accounting, Portfolio Management, Investment Banking, Strategy, Strategic Financial..., Mergers & Acquisitions, Managerial Finance, Analysis, Financial Reporting, Financial Advisory, Asset Allocation, Microsoft Excel, Microsoft Office, Public Speaking, Excel Models, Financial Planning
Education
Florida International University - College of Business 2011 — 2014
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Carson Wealth Management Group July 2014 - Present
Financial Planning Association at FIU February 2013 - April 2015
Automotive Capital Resources May 2013 - July 2014
Automotive Capital Resources February 2013 - July 2014
Student Managed Investment Fund January 2013 - April 2013
Skills
Excel models, CRM databases, Title Searches, Title Insurance, English & Spanish..., Marketing Event Planning, Leadership, Financial Modeling, Social Networking, Bloomberg, Financial Analysis, Finance, Bloomberg Terminal, International Business, Access, Corporate Finance, Securities, Credit Analysis, Investments, Equities, Valuation, Risk Management, Underwriting, Loan Origination, Managing Deadlines, Personnel Management, Personal Development, Strategic Initiatives, Accounting, Asset Management, Banking, Cash Management, Due Diligence, Financial Accounting, Portfolio Management, Investment Banking, Strategy, Strategic Financial..., Mergers & Acquisitions, Managerial Finance, Analysis, Financial Reporting, Financial Advisory, Asset Allocation, Microsoft Excel, Microsoft Office, Public Speaking, Excel Models, Financial Planning
Education
Florida International University - College of Business 2011 — 2014
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Scott Nunez Scott Nunez's Student Managed Investment Fund Experience August 2014 - Present
Job Summer Analyst at BMO Global Asset Management
Industry Investment Banking
Experience
Phoenician Investment Fund August 2014 - Present
Student Managed Investment Fund August 2014 - Present
BMO Global Asset Management June 2015 - August 2015
Renaissance Hotels June 2014 - May 2015
Publix December 2012 - July 2014
Plantation High School August 2011 - June 2012
Char-Hut June 2011 - February 2012
Skills
FX trading, Stock Trading, Value Investing, Technical Analysis, Fundamental Analysis, Powerlifting, Real Estate Investor, Online Research, R (Programming), JavaScript, PowerPoint, Teamwork, Customer Service, Financial Analysis, Trading, Microsoft Excel, Management, Financial Modeling, Microsoft Word, Microsoft Office, Portfolio Management
Education
Florida International University 2014 — 2016
Bachelor's degree, Finance, General
Broward College 2012 — 2013
Associate's Degree, Finance and Economics
Phoenician Investment Fund August 2014 - Present
Student Managed Investment Fund August 2014 - Present
BMO Global Asset Management June 2015 - August 2015
Renaissance Hotels June 2014 - May 2015
Publix December 2012 - July 2014
Plantation High School August 2011 - June 2012
Char-Hut June 2011 - February 2012
Skills
FX trading, Stock Trading, Value Investing, Technical Analysis, Fundamental Analysis, Powerlifting, Real Estate Investor, Online Research, R (Programming), JavaScript, PowerPoint, Teamwork, Customer Service, Financial Analysis, Trading, Microsoft Excel, Management, Financial Modeling, Microsoft Word, Microsoft Office, Portfolio Management
Education
Florida International University 2014 — 2016
Bachelor's degree, Finance, General
Broward College 2012 — 2013
Associate's Degree, Finance and Economics
Christopher Terrazzano Christopher Terrazzano's Student Managed Investment Fund Experience August 2011 - May 2013
Job Associate at AllianceBernstein
Industry Financial Services
Experience
AB June 2013 - Present
Student Managed Investment Fund August 2011 - May 2013
J.P. Morgan May 2012 - August 2012
Kimberly-Clark May 2010 - July 2011
University of Georgia January 2011 - May 2011
Skills
Clinical Trials, PowerPoint, Microsoft Excel, Microsoft Office, Research, Financial Modeling, Microsoft Word, Data Management, Financial Analysis, Portfolio Management, Finance, Sales
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, International Business
Università di Torino 2011 — 2011
International Business
AB June 2013 - Present
Student Managed Investment Fund August 2011 - May 2013
J.P. Morgan May 2012 - August 2012
Kimberly-Clark May 2010 - July 2011
University of Georgia January 2011 - May 2011
Skills
Clinical Trials, PowerPoint, Microsoft Excel, Microsoft Office, Research, Financial Modeling, Microsoft Word, Data Management, Financial Analysis, Portfolio Management, Finance, Sales
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, International Business
Università di Torino 2011 — 2011
International Business
Eason Smith Eason Smith's Student Managed Investment Fund Experience June 2012 - May 2013
Job Business Development Director and Agent at Keller William Realty BRE# 01963872
Industry Real Estate
Experience
Keller William Realty June 2014 - Present
JVM Lending February 2014 - April 2014
Real Estate Mortgage Network October 2013 - January 2014
Wells Fargo Home Mortgage May 2013 - August 2013
Student Managed Investment Fund June 2012 - May 2013
TGIS Catering May 2009 - September 2012
Into The AM LLC August 2011 - March 2012
Zeta Beta Tau Fraternity January 2009 - January 2010
Skills
Bloomberg, Equities, Investments, Valuation, Event Management, Financial Modeling, Financial Analysis, Portfolio Management, Microsoft Excel, Analysis, Leadership, Equity Research, Mortgage Lending, Market Research, Bloomberg Terminal
Education
California State University-Long Beach - College of Business Administration 2008 — 2012
Bachelor of Business Administration (BBA), Investments and Securities
Rodriguez high school
Keller William Realty June 2014 - Present
JVM Lending February 2014 - April 2014
Real Estate Mortgage Network October 2013 - January 2014
Wells Fargo Home Mortgage May 2013 - August 2013
Student Managed Investment Fund June 2012 - May 2013
TGIS Catering May 2009 - September 2012
Into The AM LLC August 2011 - March 2012
Zeta Beta Tau Fraternity January 2009 - January 2010
Skills
Bloomberg, Equities, Investments, Valuation, Event Management, Financial Modeling, Financial Analysis, Portfolio Management, Microsoft Excel, Analysis, Leadership, Equity Research, Mortgage Lending, Market Research, Bloomberg Terminal
Education
California State University-Long Beach - College of Business Administration 2008 — 2012
Bachelor of Business Administration (BBA), Investments and Securities
Rodriguez high school
Brant MacQuoid Brant MacQuoid's Student Managed Investment Fund Experience August 2011 - May 2012
Job Analyst at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets March 2014 - Present
Natixis North America June 2013 - February 2014
Texas Tech University August 2012 - May 2013
Natixis North America May 2012 - August 2012
Student Managed Investment Fund August 2011 - May 2012
Chartered Financial Analyst Research Competition November 2011 - March 2012
Skills
Bloomberg, Capital IQ, Financial Analysis, Financial Modeling, Equity Research, Equity Valuation, Capital Markets, Financial Markets
Education
Texas Tech University - Rawls College of Business 2008 — 2013
Bachelor of Business Administration, Finance and Accounting
CFA Institute
BMO Capital Markets March 2014 - Present
Natixis North America June 2013 - February 2014
Texas Tech University August 2012 - May 2013
Natixis North America May 2012 - August 2012
Student Managed Investment Fund August 2011 - May 2012
Chartered Financial Analyst Research Competition November 2011 - March 2012
Skills
Bloomberg, Capital IQ, Financial Analysis, Financial Modeling, Equity Research, Equity Valuation, Capital Markets, Financial Markets
Education
Texas Tech University - Rawls College of Business 2008 — 2013
Bachelor of Business Administration, Finance and Accounting
CFA Institute
Anthony Almaz Anthony Almaz's Student Managed Investment Fund Experience July 2012 - June 2013
Job Juris Doctorate Candidate at Loyola Law School, Los Angeles
Industry Legal Services
Experience
United States Bankruptcy Court August 2015 - Present
Loyola Law School, Los Angeles August 2014 - Present
Los Angeles District Attorney May 2014 - August 2015
Creperie Express Inc. June 2009 - July 2014
La Creperie Pine Inc. July 2011 - March 2014
La Creperie Chino Hills Inc. February 2011 - August 2013
Student Managed Investment Fund July 2012 - June 2013
Skills
Equities, Mutual Funds, Microsoft Office, Customer Service, Management, Leadership, PowerPoint, Public Speaking, Microsoft Excel, Sales, Team Leadership, Research, Team Building, Strategic Planning, Training, Entrepreneurship, Time Management, Teamwork, New Business Development
Education
Loyola Law School, Los Angeles 2014 — 2017
Doctor of Law (J.D.)
California State University-Long Beach 2011 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, 3.49
United States Bankruptcy Court August 2015 - Present
Loyola Law School, Los Angeles August 2014 - Present
Los Angeles District Attorney May 2014 - August 2015
Creperie Express Inc. June 2009 - July 2014
La Creperie Pine Inc. July 2011 - March 2014
La Creperie Chino Hills Inc. February 2011 - August 2013
Student Managed Investment Fund July 2012 - June 2013
Skills
Equities, Mutual Funds, Microsoft Office, Customer Service, Management, Leadership, PowerPoint, Public Speaking, Microsoft Excel, Sales, Team Leadership, Research, Team Building, Strategic Planning, Training, Entrepreneurship, Time Management, Teamwork, New Business Development
Education
Loyola Law School, Los Angeles 2014 — 2017
Doctor of Law (J.D.)
California State University-Long Beach 2011 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, 3.49
Jakub Kuba Kowalski Jakub Kuba Kowalski's Student Managed Investment Fund Experience September 2013 - May 2014
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2014 - Present
Student Managed Investment Fund September 2013 - May 2014
Goldman Sachs May 2013 - August 2013
Citi October 2012 - May 2013
Radwanska Team January 2009 - May 2013
Sunningdale Golf Club May 2012 - July 2012
UBS Wealth Management October 2011 - January 2012
Skills
Bloomberg Terminal, Bloomberg, Finance, Leadership, Marketing, Market Research, Investment Banking, Equities, Valuation, Hedge Funds, SPSS, Fixed Income, Capital Markets, Financial Modeling, Portfolio Management
Education
Fordham University 2011 — 2014
Bachelor of Science (B.S.), Major in Finance, Concentration in Value Investing, Honors Thesis Program, Summa Cum Laude en Cursu Honorum
J.P. Morgan June 2014 - Present
Student Managed Investment Fund September 2013 - May 2014
Goldman Sachs May 2013 - August 2013
Citi October 2012 - May 2013
Radwanska Team January 2009 - May 2013
Sunningdale Golf Club May 2012 - July 2012
UBS Wealth Management October 2011 - January 2012
Skills
Bloomberg Terminal, Bloomberg, Finance, Leadership, Marketing, Market Research, Investment Banking, Equities, Valuation, Hedge Funds, SPSS, Fixed Income, Capital Markets, Financial Modeling, Portfolio Management
Education
Fordham University 2011 — 2014
Bachelor of Science (B.S.), Major in Finance, Concentration in Value Investing, Honors Thesis Program, Summa Cum Laude en Cursu Honorum
Alexandra Dorado Alexandra Dorado's Student Managed Investment Fund Experience April 2014 - April 2015
Job Global iShares Analyst at BlackRock
Industry Financial Services
Experience
BlackRock August 2015 - Present
The Bucknellian August 2013 - May 2015
Bucknell University August 2012 - May 2015
Student Managed Investment Fund April 2014 - April 2015
Three Bridge Wealth Advisors, LLC May 2014 - August 2014
Van Hulzen Asset Management May 2014 - August 2014
The Head-Royce Summer Enrichment Program June 2011 - August 2013
San Francisco Regional Center May 2012 - August 2012
National Center for Youth Law May 2011 - May 2011
Skills
Microsoft Excel, Economics, PowerPoint, Microsoft Word, Microsoft Office, Research, Statistics, SPSS, Data Analysis, Spanish, Management, Teaching, Higher Education, Public Speaking, Fundraising, Social Media
Education
Bucknell University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance, Senior
The Head-Royce School 2007 — 2011
High School Diploma
The Julia Morgan School for Girls 2004 — 2007
BlackRock August 2015 - Present
The Bucknellian August 2013 - May 2015
Bucknell University August 2012 - May 2015
Student Managed Investment Fund April 2014 - April 2015
Three Bridge Wealth Advisors, LLC May 2014 - August 2014
Van Hulzen Asset Management May 2014 - August 2014
The Head-Royce Summer Enrichment Program June 2011 - August 2013
San Francisco Regional Center May 2012 - August 2012
National Center for Youth Law May 2011 - May 2011
Skills
Microsoft Excel, Economics, PowerPoint, Microsoft Word, Microsoft Office, Research, Statistics, SPSS, Data Analysis, Spanish, Management, Teaching, Higher Education, Public Speaking, Fundraising, Social Media
Education
Bucknell University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance, Senior
The Head-Royce School 2007 — 2011
High School Diploma
The Julia Morgan School for Girls 2004 — 2007
Brianna Leporace Brianna Leporace's Student Managed Investment Fund Experience March 2012 - May 2013
Job Marketing Research and Intelligence Analyst at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management June 2015 - Present
Aberdeen Asset Management June 2014 - May 2015
Aberdeen Asset Management July 2013 - May 2014
Student Managed Investment Fund March 2012 - May 2013
Aberdeen Asset Management June 2012 - August 2012
Discalced Inc. dba Mark Morris Dance Group June 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Microsoft Office, PowerPoint, Bloomberg, Data Analysis, Microsoft Word, Financial Analysis, Bloomberg Terminal
Education
University of Richmond 2009 — 2013
BSBA, Finance
Università Commerciale 'Luigi Bocconi' / Bocconi University 2011 — 2011
International Finance
Mount Saint Joseph Academy 2005 — 2009
Aberdeen Asset Management June 2015 - Present
Aberdeen Asset Management June 2014 - May 2015
Aberdeen Asset Management July 2013 - May 2014
Student Managed Investment Fund March 2012 - May 2013
Aberdeen Asset Management June 2012 - August 2012
Discalced Inc. dba Mark Morris Dance Group June 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Microsoft Office, PowerPoint, Bloomberg, Data Analysis, Microsoft Word, Financial Analysis, Bloomberg Terminal
Education
University of Richmond 2009 — 2013
BSBA, Finance
Università Commerciale 'Luigi Bocconi' / Bocconi University 2011 — 2011
International Finance
Mount Saint Joseph Academy 2005 — 2009
Jonathan Allen Jonathan Allen's Student Managed Investment Fund Experience January 2014 - June 2014
Job Strategic Partnerships at Clientivity
Industry Computer Software
Experience
Clientivity August 2013 - Present
Premier Payments Newtek May 2013 - Present
ISC Consulting May 2013 - Present
SBE Entertainment Group and SLS Las Vegas July 2014 - October 2014
Student Managed Investment Fund January 2014 - June 2014
Northern Arizona University, Student Media Center January 2011 - June 2014
VegasGoodBuys May 2013 - August 2013
Tuff-N-Uff May 2013 - August 2013
Skills
Social Media, Microsoft Office, Community Outreach, Event Planning, Marketing, Entrepreneurship, Salesforce.com, Project Management, Public Relations, Advertising, Finance, Social Media Marketing, Sales, SEO, Data Mining, SAP, InDesign, Illustrator, Adobe Creative Suite, Bloomberg Terminal
Education
Northern Arizona University-The W. A. Franke College of Business 2010 — 2014
Undergraduate, Finance and Marketing, 3.94
Clientivity August 2013 - Present
Premier Payments Newtek May 2013 - Present
ISC Consulting May 2013 - Present
SBE Entertainment Group and SLS Las Vegas July 2014 - October 2014
Student Managed Investment Fund January 2014 - June 2014
Northern Arizona University, Student Media Center January 2011 - June 2014
VegasGoodBuys May 2013 - August 2013
Tuff-N-Uff May 2013 - August 2013
Skills
Social Media, Microsoft Office, Community Outreach, Event Planning, Marketing, Entrepreneurship, Salesforce.com, Project Management, Public Relations, Advertising, Finance, Social Media Marketing, Sales, SEO, Data Mining, SAP, InDesign, Illustrator, Adobe Creative Suite, Bloomberg Terminal
Education
Northern Arizona University-The W. A. Franke College of Business 2010 — 2014
Undergraduate, Finance and Marketing, 3.94
Scott Aylor Scott Aylor's Student Managed Investment Fund Experience January 2014 - May 2014
Job Founder & CEO of Contained Faith Inc.
Industry Nonprofit Organization Management
Experience
FirstBank August 2014 - Present
Contained Faith November 2012 - Present
Student Managed Investment Fund January 2014 - May 2014
Northern Arizona University August 2011 - August 2012
Skills
Community Outreach, Public Speaking, Event Planning, Nonprofits, Fundraising, Social Media, Social Media Marketing, Customer Service, Strategic Planning, Marketing, Social Networking, Microsoft Office, Public Relations, Research, Event Management, Leadership Development, SEO, Google Adwords, Six Sigma, Website Development, Management, Project Management, Digital Marketing, Operations Management, Legal, Risk Management, Financial Risk, Investments, Portfolio Management, Stocks, Bloomberg Terminal, Salesforce.com, Google Analytics, Business Ethics, Business Decision Making
Education
Northern Arizona University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Northern Arizona University 2010 — 2014
Bachelor of Applied Science (BASc), Business Administration and Management, General
FirstBank August 2014 - Present
Contained Faith November 2012 - Present
Student Managed Investment Fund January 2014 - May 2014
Northern Arizona University August 2011 - August 2012
Skills
Community Outreach, Public Speaking, Event Planning, Nonprofits, Fundraising, Social Media, Social Media Marketing, Customer Service, Strategic Planning, Marketing, Social Networking, Microsoft Office, Public Relations, Research, Event Management, Leadership Development, SEO, Google Adwords, Six Sigma, Website Development, Management, Project Management, Digital Marketing, Operations Management, Legal, Risk Management, Financial Risk, Investments, Portfolio Management, Stocks, Bloomberg Terminal, Salesforce.com, Google Analytics, Business Ethics, Business Decision Making
Education
Northern Arizona University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Northern Arizona University 2010 — 2014
Bachelor of Applied Science (BASc), Business Administration and Management, General
Abraham Ceballos Abraham Ceballos's Student Managed Investment Fund Experience January 2012 - April 2012
Job Investment Associate at Patagonia Financial Holdings/MSF
Industry Venture Capital & Private Equity
Experience
Patagonia Financial Holdings/American Regional Center Group December 2013 - Present
Avance International Capital April 2013 - November 2013
International Assets Advisory September 2012 - November 2012
OKA Unlimited, LLC June 2010 - September 2012
Grupo Omar Kalis, S.A. de CV June 2012 - August 2012
Student Managed Investment Fund January 2012 - April 2012
Skills
Investment Banking, Corporate Advisory, Mergers & Acquisitions, DCF Valuation, Hedge Funds, Capital Raising, Spanish, English, Due Diligence, Microsoft Excel, PowerPoint, Institutional..., Pitch Books, Drafting Proposals, Financial Modeling, Corporate Finance, Valuation, Cross-border..., Equities, Bloomberg, Finance, Financial Analysis, Business Valuation, Portfolio Management, DCF, Economics, Equity Research, Investments, Capital IQ, Strategy, Equity Valuation, Emerging Markets, Capital Markets, Private Equity, Analysis, M&A experience, Market Research, Securities, Fixed Income, Business Planning, Investment Management, Social Networking, Microsoft Office, Stock Valuation, Teasers, Marketing
Education
Florida International University 2015 — 2015
Master of Science (MSF), Finance - Investments
Florida International University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Florida International University 2011 — 2012
Certificates in Banking and International Bank Management, Investments and Securities
Miami Dade College 2007 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
Doral Academy Charter High School 2004 — 2007
High School Diploma
Patagonia Financial Holdings/American Regional Center Group December 2013 - Present
Avance International Capital April 2013 - November 2013
International Assets Advisory September 2012 - November 2012
OKA Unlimited, LLC June 2010 - September 2012
Grupo Omar Kalis, S.A. de CV June 2012 - August 2012
Student Managed Investment Fund January 2012 - April 2012
Skills
Investment Banking, Corporate Advisory, Mergers & Acquisitions, DCF Valuation, Hedge Funds, Capital Raising, Spanish, English, Due Diligence, Microsoft Excel, PowerPoint, Institutional..., Pitch Books, Drafting Proposals, Financial Modeling, Corporate Finance, Valuation, Cross-border..., Equities, Bloomberg, Finance, Financial Analysis, Business Valuation, Portfolio Management, DCF, Economics, Equity Research, Investments, Capital IQ, Strategy, Equity Valuation, Emerging Markets, Capital Markets, Private Equity, Analysis, M&A experience, Market Research, Securities, Fixed Income, Business Planning, Investment Management, Social Networking, Microsoft Office, Stock Valuation, Teasers, Marketing
Education
Florida International University 2015 — 2015
Master of Science (MSF), Finance - Investments
Florida International University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Florida International University 2011 — 2012
Certificates in Banking and International Bank Management, Investments and Securities
Miami Dade College 2007 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
Doral Academy Charter High School 2004 — 2007
High School Diploma
Jon DeYoung's Student Managed Investment Fund Experience August 2007 - December 2009
Job Fund Administration Analyst at Black River Asset Management
Industry Investment Management
Experience
Black River Asset Management September 2014 - Present
Wells Fargo/Lacrosse Global Fund Services July 2011 - September 2014
Wells Fargo Investments July 2010 - February 2011
Dakota Venture Group August 2009 - September 2010
University of North Dakota Entrepreneurship Dept August 2009 - May 2010
Center for Instructional and Learning Technologies September 2004 - May 2010
Student Managed Investment Fund August 2007 - December 2009
North Dakota Department of Financial Institutions May 2008 - August 2008
Skills
Due Diligence, Accounting, Securities, Financial Statement..., Research, Financial Statements, Financial Analysis, Investments, Entrepreneurship, Private Equity, Business Planning, Financial Modeling, Start-ups
Education
The University of North Dakota 2008 — 2010
Masters, Business Administration
The University of North Dakota 2004 — 2010
B.B.A, Financial Management, Banking and Financial Economics
Black River Asset Management September 2014 - Present
Wells Fargo/Lacrosse Global Fund Services July 2011 - September 2014
Wells Fargo Investments July 2010 - February 2011
Dakota Venture Group August 2009 - September 2010
University of North Dakota Entrepreneurship Dept August 2009 - May 2010
Center for Instructional and Learning Technologies September 2004 - May 2010
Student Managed Investment Fund August 2007 - December 2009
North Dakota Department of Financial Institutions May 2008 - August 2008
Skills
Due Diligence, Accounting, Securities, Financial Statement..., Research, Financial Statements, Financial Analysis, Investments, Entrepreneurship, Private Equity, Business Planning, Financial Modeling, Start-ups
Education
The University of North Dakota 2008 — 2010
Masters, Business Administration
The University of North Dakota 2004 — 2010
B.B.A, Financial Management, Banking and Financial Economics
Daniel Maloon's Student Managed Investment Fund Experience March 2012 - May 2013
Job Consultant at FTI Consulting Health Solutions
Industry Financial Services
Experience
FTI Consulting August 2015 - Present
EY June 2014 - July 2014
Leonard Leadership Scholars Program March 2012 - April 2014
Alpha Epsilon Pi - Omicron Chapter March 2013 - March 2014
Student Managed Investment Fund March 2012 - May 2013
Alpha Epsilon Pi - Omicron Chapter February 2012 - March 2013
Dr. Brian Hoffman December 2010 - December 2012
Camp Barney Medintz June 2009 - June 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, Valuation, PowerPoint, Microsoft Office, Finance, Microsoft Word, Investments
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
The University of Georgia 2010 — 2014
BACHELOR OF BUSINESS ADMINISTRATION, BANKING AND FINANCE AND; PERSONAL AND ORGANIZATIONAL LEADERSHIP; Finance, 4th Year
FTI Consulting August 2015 - Present
EY June 2014 - July 2014
Leonard Leadership Scholars Program March 2012 - April 2014
Alpha Epsilon Pi - Omicron Chapter March 2013 - March 2014
Student Managed Investment Fund March 2012 - May 2013
Alpha Epsilon Pi - Omicron Chapter February 2012 - March 2013
Dr. Brian Hoffman December 2010 - December 2012
Camp Barney Medintz June 2009 - June 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, Valuation, PowerPoint, Microsoft Office, Finance, Microsoft Word, Investments
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
The University of Georgia 2010 — 2014
BACHELOR OF BUSINESS ADMINISTRATION, BANKING AND FINANCE AND; PERSONAL AND ORGANIZATIONAL LEADERSHIP; Finance, 4th Year
Michelle Mahmood's Student Managed Investment Fund Experience August 2012 - May 2013
Job Equities Performance Analyst at McLagan
Industry Financial Services
Experience
McLagan September 2015 - Present
Rocaton Investment Advisors July 2013 - July 2015
Student Managed Investment Fund August 2012 - May 2013
American World Services Corporation August 2012 - December 2012
Spencer Winston Securities June 2012 - September 2012
Vilebrequin May 2012 - June 2012
Kogod School of Business, American University January 2010 - June 2012
RELERIENCE LLC September 2010 - December 2010
Skills
Microsoft Excel 2007..., Microsoft Office, Python, Quantitative, Calculus, Cello, Bloomberg, ThomsonOne, Thomson One Banker, Corporate Finance, Financial Analysis, Market Research, Equities, Microsoft Excel, Analysis, Finance
Education
American University 2009 — 2013
Bachelor of Science (B.Sc.), Business, Language, Culture Studies
Universidad Adolfo Ibáñez 2011 — 2011
Commercial Engineering, Spanish
McLagan September 2015 - Present
Rocaton Investment Advisors July 2013 - July 2015
Student Managed Investment Fund August 2012 - May 2013
American World Services Corporation August 2012 - December 2012
Spencer Winston Securities June 2012 - September 2012
Vilebrequin May 2012 - June 2012
Kogod School of Business, American University January 2010 - June 2012
RELERIENCE LLC September 2010 - December 2010
Skills
Microsoft Excel 2007..., Microsoft Office, Python, Quantitative, Calculus, Cello, Bloomberg, ThomsonOne, Thomson One Banker, Corporate Finance, Financial Analysis, Market Research, Equities, Microsoft Excel, Analysis, Finance
Education
American University 2009 — 2013
Bachelor of Science (B.Sc.), Business, Language, Culture Studies
Universidad Adolfo Ibáñez 2011 — 2011
Commercial Engineering, Spanish
Eric Traub Eric Traub's Student Managed Investment Fund Experience August 2013 - May 2014
Job Account Executive at JD Mellberg Financial
Industry Financial Services
Experience
JD Mellberg Financial October 2014 - December 2014
Student Managed Investment Fund August 2013 - May 2014
City of San Clemente June 2013 - July 2013
Skills
Invesments, Microsoft Excel, PowerPoint, Portfolio Management, Securities, Financial Modeling, Financial Analysis, Finance, Public Speaking, Leadership, Time Management
Education
Northern Arizona University-The W. A. Franke College of Business 2012 — 2014
Bachelor of Science (B.S.), Finance
Mohave Community College 2010 — 2012
Associate of Arts (AA), Business Administration, 3.7 GPA
JD Mellberg Financial October 2014 - December 2014
Student Managed Investment Fund August 2013 - May 2014
City of San Clemente June 2013 - July 2013
Skills
Invesments, Microsoft Excel, PowerPoint, Portfolio Management, Securities, Financial Modeling, Financial Analysis, Finance, Public Speaking, Leadership, Time Management
Education
Northern Arizona University-The W. A. Franke College of Business 2012 — 2014
Bachelor of Science (B.S.), Finance
Mohave Community College 2010 — 2012
Associate of Arts (AA), Business Administration, 3.7 GPA
Glenn Gutierrez Glenn Gutierrez's Student Managed Investment Fund Experience August 2013 - May 2014
Job Financial Analyst
Industry Financial Services
Experience
Links Financial LLC June 2014 - January 2015
Student Managed Investment Fund August 2013 - May 2014
Quality Distribution April 2013 - April 2014
Skills
Microsoft Excel, Financial Accounting, Equity Research, Financial Statement..., Financial Modeling, Customer Service, Teamwork, Investments
Education
University of South Florida 2007 — 2014
Bachelor of Science (BS), Accounting and Finance
Links Financial LLC June 2014 - January 2015
Student Managed Investment Fund August 2013 - May 2014
Quality Distribution April 2013 - April 2014
Skills
Microsoft Excel, Financial Accounting, Equity Research, Financial Statement..., Financial Modeling, Customer Service, Teamwork, Investments
Education
University of South Florida 2007 — 2014
Bachelor of Science (BS), Accounting and Finance
Cynthia Godwin Cynthia Godwin's Student Managed Investment Fund Experience January 2012 - July 2012
Job Financial Analyst for Corporate Procurement at UPS
Industry Research
Experience
UPS August 2013 - July 2015
Unisource Worldwide, Inc. July 2012 - February 2013
Student Managed Investment Fund January 2012 - July 2012
Kennesaw State University September 2009 - June 2011
Adexa May 2008 - June 2008
Skills
Analysis, Data Analysis, Research, Microsoft Excel, Financial Analysis, Microsoft Word, Access, Microsoft Office, VBA, Social Networking, Statistics, Management, Process Improvement, Time Management, CSS, C#, ASP.NET, Budgets, SPSS, Forecasting
Education
Kennesaw State University - Michael J. Coles College of Business 2008 — 2012
International Business, Business, 3,9/4.0
UPS August 2013 - July 2015
Unisource Worldwide, Inc. July 2012 - February 2013
Student Managed Investment Fund January 2012 - July 2012
Kennesaw State University September 2009 - June 2011
Adexa May 2008 - June 2008
Skills
Analysis, Data Analysis, Research, Microsoft Excel, Financial Analysis, Microsoft Word, Access, Microsoft Office, VBA, Social Networking, Statistics, Management, Process Improvement, Time Management, CSS, C#, ASP.NET, Budgets, SPSS, Forecasting
Education
Kennesaw State University - Michael J. Coles College of Business 2008 — 2012
International Business, Business, 3,9/4.0
Chrystah Carter's Student Managed Investment Fund Experience August 2010 - December 2010
Job Environmental & Regulatory Compliance Specialist
Industry Oil & Energy
Experience
Plains All American December 2013 - Present
Nationstar Mortgage Retail September 2013 - December 2013
Nationstar Mortgage Retail August 2012 - September 2013
Nationstar Mortgage August 2011 - August 2012
Student Managed Investment Fund August 2010 - December 2010
Skills
Management, Microsoft Office, Team Building, Public Speaking, Microsoft Excel, Lotus Notes, Social Networking, Customer Service, Social Media, Sales, Marketing, Mac, Goal-oriented..., PowerPoint, Communication, Time Management, Analysis, Leadership, Training, Windows, LSAMs, Vizio, SharePoint, FileNet, Processing, Goal Seek, Communication Skills, Passion for Success, Proactive self-starter, Conceptualizer, Persistency, Seeing the Bigger..., Deadline Driven, Process Focused, Result Oriented, Grace Under Pressure, Determination to Succeed, Organization, Pipelines
Education
Texas State University-San Marcos 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Plains All American December 2013 - Present
Nationstar Mortgage Retail September 2013 - December 2013
Nationstar Mortgage Retail August 2012 - September 2013
Nationstar Mortgage August 2011 - August 2012
Student Managed Investment Fund August 2010 - December 2010
Skills
Management, Microsoft Office, Team Building, Public Speaking, Microsoft Excel, Lotus Notes, Social Networking, Customer Service, Social Media, Sales, Marketing, Mac, Goal-oriented..., PowerPoint, Communication, Time Management, Analysis, Leadership, Training, Windows, LSAMs, Vizio, SharePoint, FileNet, Processing, Goal Seek, Communication Skills, Passion for Success, Proactive self-starter, Conceptualizer, Persistency, Seeing the Bigger..., Deadline Driven, Process Focused, Result Oriented, Grace Under Pressure, Determination to Succeed, Organization, Pipelines
Education
Texas State University-San Marcos 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Ana Maria Del Rio Ana Maria Del Rio's Student Managed Investment Fund Experience January 2014 - April 2014
Job Mortgage Banking Underwriter at J.P. Morgan Chase
Industry
Experience
J.P. Morgan Chase September 2014 - Present
SIMS Corporation July 2012 - July 2014
Student Managed Investment Fund January 2014 - April 2014
ALPFA Tech Group February 2013 - February 2014
ALPFA National May 2013 - December 2013
Skills
Strategy, Time Management, Public Speaking, Analysis, Leadership, Microsoft Excel, Teamwork, Management, PowerPoint, Mortgage Underwriting, Risk Analysis, Team Leadership, Finance, Sales, Customer Service, Training, Business Analysis, QuickBooks, Data Analysis, Entrepreneurship
Education
Florida International University 2012 — 2014
Bachelor's degree, Major: Finance Minor: Accounting, 3.1
Miami Dade College 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General, Sophomore
J.P. Morgan Chase September 2014 - Present
SIMS Corporation July 2012 - July 2014
Student Managed Investment Fund January 2014 - April 2014
ALPFA Tech Group February 2013 - February 2014
ALPFA National May 2013 - December 2013
Skills
Strategy, Time Management, Public Speaking, Analysis, Leadership, Microsoft Excel, Teamwork, Management, PowerPoint, Mortgage Underwriting, Risk Analysis, Team Leadership, Finance, Sales, Customer Service, Training, Business Analysis, QuickBooks, Data Analysis, Entrepreneurship
Education
Florida International University 2012 — 2014
Bachelor's degree, Major: Finance Minor: Accounting, 3.1
Miami Dade College 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General, Sophomore
Reena Singh Reena Singh's Student Managed Investment Fund Experience September 2009 - May 2011
Job Financial Services Advisory at Ernst & Young
Industry Financial Services
Experience
EY June 2014 - Present
286 Summit Avenue Apartments 2007 - Present
JPMorgan Chase December 2012 - May 2014
JPMorgan Chase August 2011 - December 2012
JPMorgan Chase August 2010 - July 2011
FORDHAM CBA SERVICE LEARNING September 2009 - May 2011
Student Managed Investment Fund September 2009 - May 2011
FORDHAM FINANCE SOCIETY September 2007 - May 2011
JPMorgan Chase June 2010 - August 2010
SUMITOMO MATSUI BANKING CORPORATION October 2008 - May 2010
Skills
Project Management, Leadership, Fixed Income, Bloomberg Certification..., Financial Modeling, Portfolio Management, Investments, Financial Analysis, Derivatives, Real Estate, Taekwondo, Mentoring, Investment Strategies, Market Research, Financial Risk, Trading, Equity Research, Hedge Funds, Analysis, Financial Services, Data Analysis, Valuation, Options, Asset Allocation, Risk Management, Economics, Financial Markets, Financial Reporting, Quantitative Analytics, Bloomberg Terminal, Financial Statement..., Capital Markets, Due Diligence, Equity Valuation, Credit Analysis, Credit Risk, Bonds, FX Options, Mergers & Acquisitions, Investment Management, Wealth Management, Management, Credit, Structured Finance, Loans, Banking, Equity Derivatives
Education
Fordham University 2007 — 2011
Bachelor of Science, Finance
CFA Institute
EY June 2014 - Present
286 Summit Avenue Apartments 2007 - Present
JPMorgan Chase December 2012 - May 2014
JPMorgan Chase August 2011 - December 2012
JPMorgan Chase August 2010 - July 2011
FORDHAM CBA SERVICE LEARNING September 2009 - May 2011
Student Managed Investment Fund September 2009 - May 2011
FORDHAM FINANCE SOCIETY September 2007 - May 2011
JPMorgan Chase June 2010 - August 2010
SUMITOMO MATSUI BANKING CORPORATION October 2008 - May 2010
Skills
Project Management, Leadership, Fixed Income, Bloomberg Certification..., Financial Modeling, Portfolio Management, Investments, Financial Analysis, Derivatives, Real Estate, Taekwondo, Mentoring, Investment Strategies, Market Research, Financial Risk, Trading, Equity Research, Hedge Funds, Analysis, Financial Services, Data Analysis, Valuation, Options, Asset Allocation, Risk Management, Economics, Financial Markets, Financial Reporting, Quantitative Analytics, Bloomberg Terminal, Financial Statement..., Capital Markets, Due Diligence, Equity Valuation, Credit Analysis, Credit Risk, Bonds, FX Options, Mergers & Acquisitions, Investment Management, Wealth Management, Management, Credit, Structured Finance, Loans, Banking, Equity Derivatives
Education
Fordham University 2007 — 2011
Bachelor of Science, Finance
CFA Institute
Zolboo Batbileg's Student Managed Investment Fund Experience August 2015 - Present
Job Vice President at Stock Market Investment Fund
Industry Financial Services
Experience
Student Managed Investment Fund August 2015 - Present
Ministry of Finance of Mongolia June 2015 - Present
Primary Insight, LLC December 2014 - January 2015
Claude J. Clark Learning Center February 2014 - December 2014
Khan Bank May 2013 - May 2013
Skills
Finance, Microsoft Office, Data Analysis, Research, Accounting, Teamwork, Microsoft Excel, Microsoft Word, Access, PowerPoint, English, Mongolian, Russian, Economics, Financial Analysis, Social Media, Public Speaking, Management
Education
State University of New York College at Plattsburgh 2013 — 2016
Bachelor of Science (B.S.), Finance, Economics, Accounting, 3.9 CGPA, 4.0 MGPA
Institute of Finance and Economics - Association of Chartered Certified Accountants 2012 — 2013
Bachelor's degree, Accounting, 3.8 GPA
Student Managed Investment Fund August 2015 - Present
Ministry of Finance of Mongolia June 2015 - Present
Primary Insight, LLC December 2014 - January 2015
Claude J. Clark Learning Center February 2014 - December 2014
Khan Bank May 2013 - May 2013
Skills
Finance, Microsoft Office, Data Analysis, Research, Accounting, Teamwork, Microsoft Excel, Microsoft Word, Access, PowerPoint, English, Mongolian, Russian, Economics, Financial Analysis, Social Media, Public Speaking, Management
Education
State University of New York College at Plattsburgh 2013 — 2016
Bachelor of Science (B.S.), Finance, Economics, Accounting, 3.9 CGPA, 4.0 MGPA
Institute of Finance and Economics - Association of Chartered Certified Accountants 2012 — 2013
Bachelor's degree, Accounting, 3.8 GPA
Steve Cirincione's Student Managed Investment Fund Experience September 2011 - May 2012
Job Investment Banking Analyst at Barclays
Industry Financial Services
Experience
Goldman Sachs July 2012 - July 2014
Student Managed Investment Fund September 2011 - May 2012
Goldman Sachs June 2011 - August 2011
Berkery, Noyes & Co., LLC August 2010 - December 2010
UBS Wealth Management January 2010 - August 2010
Skills
Bloomberg Terminal, Capital IQ, Financial Analysis, Valuation, Investment Banking, Capital Markets, Fixed Income, Series 79 Certified, Microsoft Excel, Bloomberg
Education
Fordham University 2008 — 2012
Bachelor of Science
Universitat Ramon Llull 2010 — 2011
Christian Brothers Academy 2004 — 2008
High School Diploma
Goldman Sachs July 2012 - July 2014
Student Managed Investment Fund September 2011 - May 2012
Goldman Sachs June 2011 - August 2011
Berkery, Noyes & Co., LLC August 2010 - December 2010
UBS Wealth Management January 2010 - August 2010
Skills
Bloomberg Terminal, Capital IQ, Financial Analysis, Valuation, Investment Banking, Capital Markets, Fixed Income, Series 79 Certified, Microsoft Excel, Bloomberg
Education
Fordham University 2008 — 2012
Bachelor of Science
Universitat Ramon Llull 2010 — 2011
Christian Brothers Academy 2004 — 2008
High School Diploma
Daniel Staff Daniel Staff's Student Managed Investment Fund Experience May 2012 - May 2013
Job Equity Research Associate at Autonomous Research LLP
Industry Financial Services
Experience
Autonomous Research LLP September 2013 - Present
Student Managed Investment Fund May 2012 - May 2013
University of Richmond Office of Advancement October 2009 - December 2012
ITG May 2012 - July 2012
Skills
PowerPoint, Market Research, Microsoft Excel, Microsoft Office, Series 7, Series 63, Series 86, Series 87
Education
University of Richmond 2009 — 2013
B.S.B.A., Finance and Economics Concentrations
Vysoká škola ekonomická v Praze 2011 — 2011
Finance, Economics
Fordham Preparatory School 2005 — 2009
Autonomous Research LLP September 2013 - Present
Student Managed Investment Fund May 2012 - May 2013
University of Richmond Office of Advancement October 2009 - December 2012
ITG May 2012 - July 2012
Skills
PowerPoint, Market Research, Microsoft Excel, Microsoft Office, Series 7, Series 63, Series 86, Series 87
Education
University of Richmond 2009 — 2013
B.S.B.A., Finance and Economics Concentrations
Vysoká škola ekonomická v Praze 2011 — 2011
Finance, Economics
Fordham Preparatory School 2005 — 2009
Justin Wai Justin Wai's Student Managed Investment Fund Experience August 2010 - May 2011
Job Equity Research at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. August 2014 - Present
Raymond James Financial Inc. October 2012 - September 2014
Raymond James & Associates, Inc August 2011 - October 2012
Student Managed Investment Fund August 2010 - May 2011
Alpha Kappa Psi 2010 - May 2011
Hyde Park Capital Partners, LLC September 2010 - January 2011
Prudential Commercial Real Estate October 2009 - February 2010
Long Doggers May 2004 - May 2007
Skills
Financial Analysis, Mergers & Acquisitions, Equities, Finance, Portfolio Management, Analysis, Banking, Credit, Financial Risk, Investment Banking, Valuation
Education
University of South Florida 2007 — 2011
Bachelors, Finance; Economics; Mathematics
University of South Florida 2007 — 2011
Bachelors of Science, Finance and Economics; interest in Mathematics
University of South Florida - College of Business Administration 2007 — 2011
BS, Finance and Economics
Charles Darwin University
Fitch Learning
Quinnipiac University
Raymond James Financial Inc. August 2014 - Present
Raymond James Financial Inc. October 2012 - September 2014
Raymond James & Associates, Inc August 2011 - October 2012
Student Managed Investment Fund August 2010 - May 2011
Alpha Kappa Psi 2010 - May 2011
Hyde Park Capital Partners, LLC September 2010 - January 2011
Prudential Commercial Real Estate October 2009 - February 2010
Long Doggers May 2004 - May 2007
Skills
Financial Analysis, Mergers & Acquisitions, Equities, Finance, Portfolio Management, Analysis, Banking, Credit, Financial Risk, Investment Banking, Valuation
Education
University of South Florida 2007 — 2011
Bachelors, Finance; Economics; Mathematics
University of South Florida 2007 — 2011
Bachelors of Science, Finance and Economics; interest in Mathematics
University of South Florida - College of Business Administration 2007 — 2011
BS, Finance and Economics
Charles Darwin University
Fitch Learning
Quinnipiac University
Alexis Summit Alexis Summit's Student Managed Investment Fund Experience May 2013 - January 2014
Job Valuation Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2014 - Present
Watson-Ford Executive Search January 2014 - June 2014
Smart Woman Securities September 2011 - February 2014
Student Managed Investment Fund May 2013 - January 2014
J.P. Morgan June 2013 - August 2013
Klingenstein, Fields September 2012 - May 2013
Entrepreneurship society September 2010 - September 2012
LiveIntent, Inc. March 2012 - July 2012
Fetchmob August 2011 - February 2012
MS 254 September 2010 - December 2010
Skills
Excel, Microsoft Office, PowerPoint, Word, Outlook, Customer Service, Access, Administration, Microsoft Word, Microsoft Excel, Investments, Portfolio Management, Management, Finance, Financial Modeling, Financial Analysis, Market Research
Education
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Finance
St. Paul's 2006 — 2010
Highschool, Distinctions in Arts
Duff & Phelps July 2014 - Present
Watson-Ford Executive Search January 2014 - June 2014
Smart Woman Securities September 2011 - February 2014
Student Managed Investment Fund May 2013 - January 2014
J.P. Morgan June 2013 - August 2013
Klingenstein, Fields September 2012 - May 2013
Entrepreneurship society September 2010 - September 2012
LiveIntent, Inc. March 2012 - July 2012
Fetchmob August 2011 - February 2012
MS 254 September 2010 - December 2010
Skills
Excel, Microsoft Office, PowerPoint, Word, Outlook, Customer Service, Access, Administration, Microsoft Word, Microsoft Excel, Investments, Portfolio Management, Management, Finance, Financial Modeling, Financial Analysis, Market Research
Education
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Finance
St. Paul's 2006 — 2010
Highschool, Distinctions in Arts
Robert K. Karpinski Robert K. Karpinski's Student Managed Investment Fund Experience August 2011 - May 2015
Job Statistics At State University of New York College At Geneseo
Industry Financial Services
Experience
BNP Paribas Investment Partners May 2015 - July 2015
Student Managed Investment Fund August 2011 - May 2015
CFA Challenge November 2014 - February 2015
Analytical Kinetics June 2014 - August 2014
Education
State University of New York College at Geneseo 2011 — 2015
Bachelor of Arts (BA), Applied Mathematics, Minoring in Business Studies
National Outdoor Leadership School 2011 — 2011
Ithaca High School
BNP Paribas Investment Partners May 2015 - July 2015
Student Managed Investment Fund August 2011 - May 2015
CFA Challenge November 2014 - February 2015
Analytical Kinetics June 2014 - August 2014
Education
State University of New York College at Geneseo 2011 — 2015
Bachelor of Arts (BA), Applied Mathematics, Minoring in Business Studies
National Outdoor Leadership School 2011 — 2011
Ithaca High School
Peter Ruiz Peter Ruiz's Student Managed Investment Fund Experience May 2011 - August 2011
Job Vice President, Equity Research
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. May 2013 - Present
Bernstein Global Wealth Management July 2012 - April 2013
Iron Capital Advisors Inc. August 2011 - May 2012
Student Managed Investment Fund May 2011 - August 2011
Skills
Excel, PowerPoint, Word, Access, Asset Management, Bloomberg Terminal, Equity Valuation, Investment Management, Valuation, Zephyr Style Advisor, Financial Analysis, Financial Modeling, Finance, Portfolio Management, Strategic Financial..., Morningstar, Financial Reporting, Series 7, Series 63, Equity Research, Investment Strategies
Education
Georgia State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.74/4.0
Sandler O'Neill & Partners, L.P. May 2013 - Present
Bernstein Global Wealth Management July 2012 - April 2013
Iron Capital Advisors Inc. August 2011 - May 2012
Student Managed Investment Fund May 2011 - August 2011
Skills
Excel, PowerPoint, Word, Access, Asset Management, Bloomberg Terminal, Equity Valuation, Investment Management, Valuation, Zephyr Style Advisor, Financial Analysis, Financial Modeling, Finance, Portfolio Management, Strategic Financial..., Morningstar, Financial Reporting, Series 7, Series 63, Equity Research, Investment Strategies
Education
Georgia State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.74/4.0
Quintin Young Quintin Young's Student Managed Investment Fund Experience January 2015 - Present
Job Graduate Student at American University
Industry Financial Services
Experience
Federal Deposit Insurance Corporation (FDIC) June 2015 - Present
Student Managed Investment Fund January 2015 - Present
Townhall Restaurant April 2015 - July 2015
DISA June 2014 - August 2014
Skills
Financial Analysis, Financial Modeling, Value Investing, Accounting, Quantitative Investing, Microsoft Excel, Corporate Finance, Bloomberg Terminal, Valuation, Economics, Teamwork, Public Speaking, Investments, Data Analysis, Financial Accounting, Time Management, Analysis, Finance, Research, Fundraising, Microsoft Office, Microsoft Word, PowerPoint, Access, Social Media, Outlook, Customer Service
Education
American University 2014 — 2016
Master of Science, Finance
American University 2012 — 2015
Bachelor's degree, Business Administration - Finance
El Paso Community College 2010 — 2012
General Education, General Studies
Federal Deposit Insurance Corporation (FDIC) June 2015 - Present
Student Managed Investment Fund January 2015 - Present
Townhall Restaurant April 2015 - July 2015
DISA June 2014 - August 2014
Skills
Financial Analysis, Financial Modeling, Value Investing, Accounting, Quantitative Investing, Microsoft Excel, Corporate Finance, Bloomberg Terminal, Valuation, Economics, Teamwork, Public Speaking, Investments, Data Analysis, Financial Accounting, Time Management, Analysis, Finance, Research, Fundraising, Microsoft Office, Microsoft Word, PowerPoint, Access, Social Media, Outlook, Customer Service
Education
American University 2014 — 2016
Master of Science, Finance
American University 2012 — 2015
Bachelor's degree, Business Administration - Finance
El Paso Community College 2010 — 2012
General Education, General Studies
Sebastian Barreneche Sebastian Barreneche's Student Managed Investment Fund Experience June 2011 - December 2011
Job Analyst at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management September 2012 - September 2014
Merrill Lynch February 2012 - September 2012
Merrill Lynch September 2011 - December 2011
Student Managed Investment Fund June 2011 - December 2011
Northwestern Mutual May 2011 - August 2011
USA Granite January 2008 - December 2009
Skills
Investments, Finance, Portfolio Management, Financial Analysis, Asset Managment, Equities, Investment Strategies, Series 7, Mutual Funds, Banking, Wealth Management, Asset Management, Credit, Securities, Financial Risk, Trading, Strategic Financial..., Hedge Funds, Fixed Income
Education
Barry University 2008 — 2011
Double Major, Finance & International Business, Business Administration
Morgan Stanley Private Wealth Management September 2012 - September 2014
Merrill Lynch February 2012 - September 2012
Merrill Lynch September 2011 - December 2011
Student Managed Investment Fund June 2011 - December 2011
Northwestern Mutual May 2011 - August 2011
USA Granite January 2008 - December 2009
Skills
Investments, Finance, Portfolio Management, Financial Analysis, Asset Managment, Equities, Investment Strategies, Series 7, Mutual Funds, Banking, Wealth Management, Asset Management, Credit, Securities, Financial Risk, Trading, Strategic Financial..., Hedge Funds, Fixed Income
Education
Barry University 2008 — 2011
Double Major, Finance & International Business, Business Administration
Sean O'Connor's Student Managed Investment Fund Experience August 2011 - May 2012
Job Head of Product at Mentored
Industry Research
Experience
Mentored October 2013 - Present
altMBA -- from Seth Godin August 2015 - Present
Do You Zoom Inc. July 2013 - August 2013
Fulbright Commission May 2012 - June 2013
Project Breaker May 2012 - November 2012
Student Managed Investment Fund August 2011 - May 2012
3 Day Startup December 2011 - April 2012
Fordham University 2008 - 2012
Amani: A Fair Trade Microfinance Non-Profit August 2011 - December 2011
Novus Partners June 2011 - August 2011
Skills
Research, Leadership, Public Speaking, Time Management, Social Media, Management, Teaching, Non-profits, Nonprofits, Social Networking, Editing, Event Planning, Blogging, Fundraising, Photoshop, Illustrator, User Experience, Infusionsoft, User Interaction, App Design, Marketing, Marketing Strategy, Business Strategy, Project Management, Vagabonding, Empathy
Education
Fordham University 2008 — 2012
Bachelor of Science (B.S.), Business: Finance, Economics, and International Business
The Beijing Center for Chinese Studies: University of International Business and Economics 2010 — 2011
Study Abroad, China, Economics, Finance
Mentored October 2013 - Present
altMBA -- from Seth Godin August 2015 - Present
Do You Zoom Inc. July 2013 - August 2013
Fulbright Commission May 2012 - June 2013
Project Breaker May 2012 - November 2012
Student Managed Investment Fund August 2011 - May 2012
3 Day Startup December 2011 - April 2012
Fordham University 2008 - 2012
Amani: A Fair Trade Microfinance Non-Profit August 2011 - December 2011
Novus Partners June 2011 - August 2011
Skills
Research, Leadership, Public Speaking, Time Management, Social Media, Management, Teaching, Non-profits, Nonprofits, Social Networking, Editing, Event Planning, Blogging, Fundraising, Photoshop, Illustrator, User Experience, Infusionsoft, User Interaction, App Design, Marketing, Marketing Strategy, Business Strategy, Project Management, Vagabonding, Empathy
Education
Fordham University 2008 — 2012
Bachelor of Science (B.S.), Business: Finance, Economics, and International Business
The Beijing Center for Chinese Studies: University of International Business and Economics 2010 — 2011
Study Abroad, China, Economics, Finance
Austin Yau Austin Yau's Student Managed Investment Fund Experience August 2012 - May 2013
Job Strategy Associate at Visa
Industry Financial Services
Experience
Visa July 2014 - Present
Deloitte August 2013 - July 2014
Student Managed Investment Fund August 2012 - May 2013
GSV Asset Management June 2012 - September 2012
GSV Asset Management May 2011 - August 2011
American University October 2009 - December 2009
Best Buy August 2006 - April 2007
Skills
Word, Excel, PowerPoint, Access, Java, Event Planning, Event Management, Bloomberg Terminal, Capital IQ, Thompson One, Investment Management, Financial Modeling, Derivatives, Microsoft Excel, Start-ups, Entrepreneurship, Microsoft Word, Strategy, Investments, Due Diligence, Portfolio Management, Finance, Data Analysis
Education
American University - Kogod School of Business 2009 — 2013
Bachelor of Science, Finance
St. Ignatius College Preparatory 2005 — 2009
High School/Secondary Diplomas and Certificates
Visa July 2014 - Present
Deloitte August 2013 - July 2014
Student Managed Investment Fund August 2012 - May 2013
GSV Asset Management June 2012 - September 2012
GSV Asset Management May 2011 - August 2011
American University October 2009 - December 2009
Best Buy August 2006 - April 2007
Skills
Word, Excel, PowerPoint, Access, Java, Event Planning, Event Management, Bloomberg Terminal, Capital IQ, Thompson One, Investment Management, Financial Modeling, Derivatives, Microsoft Excel, Start-ups, Entrepreneurship, Microsoft Word, Strategy, Investments, Due Diligence, Portfolio Management, Finance, Data Analysis
Education
American University - Kogod School of Business 2009 — 2013
Bachelor of Science, Finance
St. Ignatius College Preparatory 2005 — 2009
High School/Secondary Diplomas and Certificates
Grace Vu's Student Managed Investment Fund Experience June 2012 - June 2013
Job Commercial Credit (Senior Analyst) at Comerica Bank
Industry Banking
Experience
Comerica Bank September 2013 - Present
Bank of America February 2012 - September 2013
Student-Managed Investment Fund June 2012 - June 2013
Skills
Banking, Financial Analysis, Forecasting, Market Research, Portfolio Management, Leadership, Economics, Finance, Credit, Investments, Critical Thinking, Research, Business Development, Analysis, Financial Modeling, Credit Analysis, Financial Services
Education
University of California, Los Angeles 2015 — 2016
Pre-MBA
California State University-Long Beach
Bachelor of Arts (B.A.), Economics, Finance
Comerica Bank September 2013 - Present
Bank of America February 2012 - September 2013
Student-Managed Investment Fund June 2012 - June 2013
Skills
Banking, Financial Analysis, Forecasting, Market Research, Portfolio Management, Leadership, Economics, Finance, Credit, Investments, Critical Thinking, Research, Business Development, Analysis, Financial Modeling, Credit Analysis, Financial Services
Education
University of California, Los Angeles 2015 — 2016
Pre-MBA
California State University-Long Beach
Bachelor of Arts (B.A.), Economics, Finance
Harsh Sheth Harsh Sheth's Student Managed Investment Fund Experience January 2009 - May 2009
Job Operation Manager at Omni Administrators Inc.
Industry Management Consulting
Experience
United Benefit Fund August 2010 - February 2011
St. John's University June 2008 - January 2010
Student Managed Investment Fund January 2009 - May 2009
Sonam Enterprises Pvt. Ltd July 2006 - May 2007
Skills
Bloomberg, Customer Relations, Word, PowerPoint, Excel, Economics, Client Services, International Business, Business Strategy, Microsoft Excel, Customer Service, Microsoft Word, Management, Strategy, Financial Analysis, Analysis, Training, Sales, Research, Leadership, Finance, Business Development, Business Analysis
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2010
MBA, Finance and Marketing
R.A.Podar College of Commerce and Economics 2003 — 2006
Bachlors of Management Studies, Marketing
United Benefit Fund August 2010 - February 2011
St. John's University June 2008 - January 2010
Student Managed Investment Fund January 2009 - May 2009
Sonam Enterprises Pvt. Ltd July 2006 - May 2007
Skills
Bloomberg, Customer Relations, Word, PowerPoint, Excel, Economics, Client Services, International Business, Business Strategy, Microsoft Excel, Customer Service, Microsoft Word, Management, Strategy, Financial Analysis, Analysis, Training, Sales, Research, Leadership, Finance, Business Development, Business Analysis
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2010
MBA, Finance and Marketing
R.A.Podar College of Commerce and Economics 2003 — 2006
Bachlors of Management Studies, Marketing
Chris Zaloom Chris Zaloom's Student Managed Investment Fund Experience January 2012 - June 2012
Job NY Operations Lead at Field Street Capital Management, LLC
Industry Investment Management
Experience
Field Street Capital Management, LLC March 2015 - Present
Field Street Capital Management June 2012 - March 2015
Student Managed Investment Fund January 2012 - June 2012
Student Managed Investment Fund September 2011 - January 2012
SMB Capital January 2011 - October 2011
Merrill Lynch September 2010 - January 2011
Massey Knakal Realty Services August 2009 - October 2010
Skills
Bloomberg, Microsoft Office, Salesforce.com, Lightspeed Trading, Trading, Equity Research, Interest Rate Swaps, Hedge Funds, Bonds, Futures, Repos, FX Options, Swaptions, Derivatives, Credit Derivatives, Asset Allocation, Equities, Wealth Management, Securities, Technical Analysis, Financial Modeling, Bloomberg Terminal, Analysis
Education
Fordham University 2008 — 2012
BS, Major in Finance and Minor in Economics
Poly Prep 2004 — 2008
High School Diploma
Field Street Capital Management, LLC March 2015 - Present
Field Street Capital Management June 2012 - March 2015
Student Managed Investment Fund January 2012 - June 2012
Student Managed Investment Fund September 2011 - January 2012
SMB Capital January 2011 - October 2011
Merrill Lynch September 2010 - January 2011
Massey Knakal Realty Services August 2009 - October 2010
Skills
Bloomberg, Microsoft Office, Salesforce.com, Lightspeed Trading, Trading, Equity Research, Interest Rate Swaps, Hedge Funds, Bonds, Futures, Repos, FX Options, Swaptions, Derivatives, Credit Derivatives, Asset Allocation, Equities, Wealth Management, Securities, Technical Analysis, Financial Modeling, Bloomberg Terminal, Analysis
Education
Fordham University 2008 — 2012
BS, Major in Finance and Minor in Economics
Poly Prep 2004 — 2008
High School Diploma
Chet Farnum Chet Farnum's Student Managed Investment Fund Experience August 2008 - May 2009
Job Associate Director Trading Compliance at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management June 2014 - Present
Wells Fargo February 2012 - May 2014
Wells Fargo August 2011 - January 2012
TIAA-CREF September 2010 - July 2011
Commerce One Financial October 2009 - February 2010
Northern Lights May 2007 - August 2009
Student Managed Investment Fund August 2008 - May 2009
Skills
Investments, Bloomberg, Retirement Planning, Series 7, Asset Managment, Mutual Funds, Strategic Financial..., Financial Analysis, Valuation, Equities, Portfolio Management, Securities, Fixed Income, Hedge Funds
Education
Wake Forest University Graduate School 2015 — 2017
Master of Business Administration (MBA)
Alfred University 2005 — 2009
Bachelors, Finance
Babson Capital Management June 2014 - Present
Wells Fargo February 2012 - May 2014
Wells Fargo August 2011 - January 2012
TIAA-CREF September 2010 - July 2011
Commerce One Financial October 2009 - February 2010
Northern Lights May 2007 - August 2009
Student Managed Investment Fund August 2008 - May 2009
Skills
Investments, Bloomberg, Retirement Planning, Series 7, Asset Managment, Mutual Funds, Strategic Financial..., Financial Analysis, Valuation, Equities, Portfolio Management, Securities, Fixed Income, Hedge Funds
Education
Wake Forest University Graduate School 2015 — 2017
Master of Business Administration (MBA)
Alfred University 2005 — 2009
Bachelors, Finance
Gabriella Krasnitsky Gabriella Krasnitsky's Student Managed Investment Fund Experience June 2011 - June 2012
Job Real Estate Salesperson at LG Fairmont Group
Industry Real Estate
Experience
LG Fairmont Group February 2014 - Present
J.P. Morgan November 2013 - February 2014
Capital One June 2012 - October 2013
Student Managed Investment Fund June 2011 - June 2012
Citi June 2011 - August 2011
Imagemme May 2007 - August 2010
Skills
Real Estate, Real Estate Economics, Real Estate Transactions, Contract Negotiation, Portfolio Management, Condos, Risk Management, Co-ops, Negotiation, Real Estate Financing, Bloomberg Terminal, Financial Statement..., Microsoft Office, Leadership, Analysis, Finance, Mutual Funds, Banking, Team Leadership, Investments, Management, Social Media, Market Research, Credit, Due Diligence, SPSS, Financial Risk
Education
Fordham University 2008 — 2012
Bachelors of Science, Finance; International Business and Economics
Bay Ridge Prep 2004 — 2008
Columbia University in the City of New York 2007 — 2007
Fine Art
LG Fairmont Group February 2014 - Present
J.P. Morgan November 2013 - February 2014
Capital One June 2012 - October 2013
Student Managed Investment Fund June 2011 - June 2012
Citi June 2011 - August 2011
Imagemme May 2007 - August 2010
Skills
Real Estate, Real Estate Economics, Real Estate Transactions, Contract Negotiation, Portfolio Management, Condos, Risk Management, Co-ops, Negotiation, Real Estate Financing, Bloomberg Terminal, Financial Statement..., Microsoft Office, Leadership, Analysis, Finance, Mutual Funds, Banking, Team Leadership, Investments, Management, Social Media, Market Research, Credit, Due Diligence, SPSS, Financial Risk
Education
Fordham University 2008 — 2012
Bachelors of Science, Finance; International Business and Economics
Bay Ridge Prep 2004 — 2008
Columbia University in the City of New York 2007 — 2007
Fine Art
Brian Devenney Brian Devenney's Student Managed Investment Fund Experience September 2012 - December 2013
Job Pricing Manager
Industry Airlines/Aviation
Experience
EY February 2014 - July 2015
Student Managed Investment Fund September 2012 - December 2013
Permal June 2013 - November 2013
Brown Brothers Harriman March 2010 - August 2010
Skills
Financial Analysis, Equity Research, Financial Modeling, Microsoft Excel, Financial Markets, Bloomberg Terminal, Accounting, Valuation
Education
Fairfield University 2012 — 2013
Masters, Finance
University of South Carolina - The Moore School of Business 2009 — 2009
Finance
University of Limerick 2007 — 2011
Business, Accounting & Finance
EY February 2014 - July 2015
Student Managed Investment Fund September 2012 - December 2013
Permal June 2013 - November 2013
Brown Brothers Harriman March 2010 - August 2010
Skills
Financial Analysis, Equity Research, Financial Modeling, Microsoft Excel, Financial Markets, Bloomberg Terminal, Accounting, Valuation
Education
Fairfield University 2012 — 2013
Masters, Finance
University of South Carolina - The Moore School of Business 2009 — 2009
Finance
University of Limerick 2007 — 2011
Business, Accounting & Finance
Alisha Mehndiratta's Student Managed Investment Fund Experience January 2015 - Present
Job Global Investment Research Summer Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
Student Managed Investment Fund January 2015 - Present
The Concourse Group January 2014 - Present
Fordham University 2013 - Present
KPMG UK September 2014 - December 2014
Powerlinx, Inc. June 2014 - August 2014
The Compass Fellowship at Fordham University August 2013 - May 2014
Skills
Microsoft Excel, Microsoft Word, Powerpoint, Adobe InDesign, Bloomberg Terminal, PowerPoint, InDesign, Entrepreneurship, Spanish, Nonprofits, Research, Microsoft Office, Public Speaking, Salesforce.com, Economics, Social Media, Consulting, Management
Education
Fordham University 2012 — 2016
Bachelor of Science (B.S.), Applied Accounting and Finance, Minor in Mathematics and Concentration in Information Systems
Stuart Country Day School of the Sacred Heart 2008 — 2012
Goldman Sachs June 2015 - Present
Student Managed Investment Fund January 2015 - Present
The Concourse Group January 2014 - Present
Fordham University 2013 - Present
KPMG UK September 2014 - December 2014
Powerlinx, Inc. June 2014 - August 2014
The Compass Fellowship at Fordham University August 2013 - May 2014
Skills
Microsoft Excel, Microsoft Word, Powerpoint, Adobe InDesign, Bloomberg Terminal, PowerPoint, InDesign, Entrepreneurship, Spanish, Nonprofits, Research, Microsoft Office, Public Speaking, Salesforce.com, Economics, Social Media, Consulting, Management
Education
Fordham University 2012 — 2016
Bachelor of Science (B.S.), Applied Accounting and Finance, Minor in Mathematics and Concentration in Information Systems
Stuart Country Day School of the Sacred Heart 2008 — 2012
Schuyler Samse's Student Managed Investment Fund Experience March 2014 - Present
Job Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP June 2015 - Present
Student Managed Investment Fund March 2014 - Present
Bloomberg LP May 2014 - August 2014
Merrill Lynch June 2012 - August 2013
Skills
Investments, Bloomberg, Bloomberg Terminal, Financial Modeling, Financial Analysis, Due Diligence, Portfolio Management, Derivatives, Finance, Microsoft Excel, Microsoft Office, Leadership, Social Media, Public Speaking, Microsoft Word, PowerPoint, Asset Management
Education
University of Richmond 2011 — 2015
Bachelor of Science (B.S.) in Business Administration, Concentration in Finance, Minor in French
Université Paris Dauphine 2013 — 2013
International Finance
Princeton Day School
Bloomberg LP June 2015 - Present
Student Managed Investment Fund March 2014 - Present
Bloomberg LP May 2014 - August 2014
Merrill Lynch June 2012 - August 2013
Skills
Investments, Bloomberg, Bloomberg Terminal, Financial Modeling, Financial Analysis, Due Diligence, Portfolio Management, Derivatives, Finance, Microsoft Excel, Microsoft Office, Leadership, Social Media, Public Speaking, Microsoft Word, PowerPoint, Asset Management
Education
University of Richmond 2011 — 2015
Bachelor of Science (B.S.) in Business Administration, Concentration in Finance, Minor in French
Université Paris Dauphine 2013 — 2013
International Finance
Princeton Day School
Austin Schweer's Student Managed Investment Fund Experience January 2013 - Present
Job Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
Student Managed Investment Fund January 2013 - Present
Dakota Venture Group December 2012 - Present
Global Investment Research Challenge September 2012 - February 2013
Student Managed Investment Fund August 2012 - December 2012
Dakota Venture Group May 2012 - December 2012
Dakota Certified Development Company May 2012 - August 2012
Dakota Venture Group January 2012 - August 2012
Student Managed Investment Fund January 2012 - May 2012
Dakota Venture Group February 2011 - January 2012
Skills
Venture Capital, Due Diligence, Entrepreneurship, Private Equity, Investments, Fundraising, Financial Analysis, Market Research, Financial Modeling, Research, Security Analysis, Accounting, Analysis, Management, Economics, Strategic Planning, Banking, Finance, Business Planning, Mutual Funds
Education
The University of North Dakota 2009 — 2013
Bachelor of Business Administration, Investments & Managerial Finance and Accounting; Minor in Economics
Wells Fargo June 2013 - Present
Student Managed Investment Fund January 2013 - Present
Dakota Venture Group December 2012 - Present
Global Investment Research Challenge September 2012 - February 2013
Student Managed Investment Fund August 2012 - December 2012
Dakota Venture Group May 2012 - December 2012
Dakota Certified Development Company May 2012 - August 2012
Dakota Venture Group January 2012 - August 2012
Student Managed Investment Fund January 2012 - May 2012
Dakota Venture Group February 2011 - January 2012
Skills
Venture Capital, Due Diligence, Entrepreneurship, Private Equity, Investments, Fundraising, Financial Analysis, Market Research, Financial Modeling, Research, Security Analysis, Accounting, Analysis, Management, Economics, Strategic Planning, Banking, Finance, Business Planning, Mutual Funds
Education
The University of North Dakota 2009 — 2013
Bachelor of Business Administration, Investments & Managerial Finance and Accounting; Minor in Economics
Brittany Flemming, CPA Brittany Flemming, CPA's Student Managed Investment Fund Experience April 2011 - January 2012
Job Senior Accountant at Starbuck Walsh, LLP
Industry Accounting
Experience
Starbuck Walsh, LLP June 2012 - Present
Ensen Mason, CPA January 2012 - June 2012
Student Managed Investment Fund April 2011 - January 2012
Rancho Drugs April 2010 - January 2012
California State University September 2008 - May 2009
Skills
Communication, Team Leadership, Customer Service, Accounts Receivable, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Account Reconciliation, Tax, Financial Reporting, Financial Analysis, Financial Accounting, Microsoft Office, Auditing, Tax Preparation, Financial Statements, GAAP, Nonprofits, Journal Entries, Public Speaking, General Ledger, Tax Returns, US GAAP, Corporate Tax, Cost Accounting, Internal Controls, Financial Audits, CPA, Fixed Assets, External Audit, Bank Reconciliation, Depreciation, Accruals
Education
California State University-San Bernardino 2007 — 2012
Bachelors of Science, Business Administration; Accounting
California State University-San Bernardino 2007 — 2012
Bachelors of Science, Business Administration; Finance
Starbuck Walsh, LLP June 2012 - Present
Ensen Mason, CPA January 2012 - June 2012
Student Managed Investment Fund April 2011 - January 2012
Rancho Drugs April 2010 - January 2012
California State University September 2008 - May 2009
Skills
Communication, Team Leadership, Customer Service, Accounts Receivable, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Account Reconciliation, Tax, Financial Reporting, Financial Analysis, Financial Accounting, Microsoft Office, Auditing, Tax Preparation, Financial Statements, GAAP, Nonprofits, Journal Entries, Public Speaking, General Ledger, Tax Returns, US GAAP, Corporate Tax, Cost Accounting, Internal Controls, Financial Audits, CPA, Fixed Assets, External Audit, Bank Reconciliation, Depreciation, Accruals
Education
California State University-San Bernardino 2007 — 2012
Bachelors of Science, Business Administration; Accounting
California State University-San Bernardino 2007 — 2012
Bachelors of Science, Business Administration; Finance
Andrew Chilgren Andrew Chilgren's Student Managed Investment Fund Experience August 2012 - May 2013
Job Financial Analyst at CBRE
Industry Financial Services
Experience
CBRE May 2013 - Present
Student Managed Investment Fund August 2012 - May 2013
Morgan Joseph TriArtisan LLC January 2013 - April 2013
ICAP June 2012 - July 2012
FLAIA 2011 - 2012
ICAP June 2011 - June 2011
Kopali Organics September 2010 - January 2011
Skills
Conversational French, Financial Modeling, Bloomberg Terminal, Microsoft Excel, Microsoft Word, VBA, Microsoft Office, PowerPoint, Argus Modeling, InDesign, Java, Analysis, Finance, Bloomberg, Social Media
Education
University of Miami 2009 — 2013
Bachelor of Science, Finance and Management Science
Mounds Park Academy 2006 — 2009
CBRE May 2013 - Present
Student Managed Investment Fund August 2012 - May 2013
Morgan Joseph TriArtisan LLC January 2013 - April 2013
ICAP June 2012 - July 2012
FLAIA 2011 - 2012
ICAP June 2011 - June 2011
Kopali Organics September 2010 - January 2011
Skills
Conversational French, Financial Modeling, Bloomberg Terminal, Microsoft Excel, Microsoft Word, VBA, Microsoft Office, PowerPoint, Argus Modeling, InDesign, Java, Analysis, Finance, Bloomberg, Social Media
Education
University of Miami 2009 — 2013
Bachelor of Science, Finance and Management Science
Mounds Park Academy 2006 — 2009
Joseph Ali Joseph Ali's Student Managed Investment Fund Experience September 2014 - December 2014
Job Commercial Risk Analyst at Citi
Industry Capital Markets
Experience
Citi June 2015 - Present
Executive-In-Residence Program September 2014 - February 2015
Student Managed Investment Fund September 2014 - December 2014
HSBC May 2014 - August 2014
Private Spanish Tutoring October 2012 - June 2014
Onondaga Community College August 2012 - May 2013
La Liga February 2013 - April 2013
Vector Marketing Corporation December 2011 - April 2012
Lucien’s Entertainment Complex January 2011 - December 2011
Joseph’s Plowing November 2009 - April 2010
Skills
Training, Event Planning, Spanish, Marketing, Program Management, Sales, Tutoring, Mergers & Acquisitions, Accounts Payable, Leadership, Entrepreneurship, Creative Problem Solving, Finance
Education
St. John's University
Bachelor's Degree, Finance
Citi June 2015 - Present
Executive-In-Residence Program September 2014 - February 2015
Student Managed Investment Fund September 2014 - December 2014
HSBC May 2014 - August 2014
Private Spanish Tutoring October 2012 - June 2014
Onondaga Community College August 2012 - May 2013
La Liga February 2013 - April 2013
Vector Marketing Corporation December 2011 - April 2012
Lucien’s Entertainment Complex January 2011 - December 2011
Joseph’s Plowing November 2009 - April 2010
Skills
Training, Event Planning, Spanish, Marketing, Program Management, Sales, Tutoring, Mergers & Acquisitions, Accounts Payable, Leadership, Entrepreneurship, Creative Problem Solving, Finance
Education
St. John's University
Bachelor's Degree, Finance
Bryan Schapperle Bryan Schapperle's Student Managed Investment Fund Experience August 2012 - December 2012
Job Associate at Bridgewater Associates, L.P.
Industry Financial Services
Experience
Bridgewater Associates April 2015 - Present
Deloitte Consulting LLP. June 2014 - April 2015
Deloitte Consulting LLP. February 2013 - June 2014
Student Managed Investment Fund August 2012 - December 2012
Deloitte Consulting June 2012 - August 2012
New Hope Auto Show September 2010 - August 2012
American University April 2010 - May 2012
Wells Fargo Advisors October 2011 - April 2012
Greenwich Community Sailing June 2007 - August 2011
GOGO Racing/Consulting LLC May 2009 - April 2011
Skills
Financial Modeling, Microsoft Excel, Bloomberg Terminal, Financial Analysis, Strategy, Valuation, Finance, Tableau, PowerPoint, Microsoft Word, Management, Data Analysis, Fundraising, Event Planning, Spanish, Project Management, Analytics, Program Management, Economics, Research, Microsoft Office, Thompson One, Project Portfolio..., Governance, Data Visualization, MS Project, Bloomberg, Management Consulting, Strategic Planning, VBA, Analysis, Budgets, DCF Valuation, Business Strategy, Visio, Data Cleaning, Strategic Data Analysis, Data Structures, Portfolio Management, Supply Chain, Strategic Thinking, Spend Analysis, QlikView, Investments, Consulting, Public Speaking, Leadership, Social Media, Case Studies, Cross-functional Team...
Education
American University - Kogod School of Business 2009 — 2012
Bachelor of Science, Finance
Greenwich High School 2005 — 2009
Bridgewater Associates April 2015 - Present
Deloitte Consulting LLP. June 2014 - April 2015
Deloitte Consulting LLP. February 2013 - June 2014
Student Managed Investment Fund August 2012 - December 2012
Deloitte Consulting June 2012 - August 2012
New Hope Auto Show September 2010 - August 2012
American University April 2010 - May 2012
Wells Fargo Advisors October 2011 - April 2012
Greenwich Community Sailing June 2007 - August 2011
GOGO Racing/Consulting LLC May 2009 - April 2011
Skills
Financial Modeling, Microsoft Excel, Bloomberg Terminal, Financial Analysis, Strategy, Valuation, Finance, Tableau, PowerPoint, Microsoft Word, Management, Data Analysis, Fundraising, Event Planning, Spanish, Project Management, Analytics, Program Management, Economics, Research, Microsoft Office, Thompson One, Project Portfolio..., Governance, Data Visualization, MS Project, Bloomberg, Management Consulting, Strategic Planning, VBA, Analysis, Budgets, DCF Valuation, Business Strategy, Visio, Data Cleaning, Strategic Data Analysis, Data Structures, Portfolio Management, Supply Chain, Strategic Thinking, Spend Analysis, QlikView, Investments, Consulting, Public Speaking, Leadership, Social Media, Case Studies, Cross-functional Team...
Education
American University - Kogod School of Business 2009 — 2012
Bachelor of Science, Finance
Greenwich High School 2005 — 2009
Justine Humenansky Justine Humenansky's Student Managed Investment Fund Experience January 2014 - December 2014
Job Equity Research Analyst at Barclays Capital
Industry Financial Services
Experience
Barclays July 2015 - Present
Barclays June 2014 - Present
Smart Woman Securities August 2013 - January 2015
Student Managed Investment Fund January 2014 - December 2014
Merrill Lynch Wealth Management April 2013 - August 2013
Joffrey Ballet, Hubbard Street Dance Chicago, Les Grands Ballets de Montreal (seasonal) 2006 - 2011
Joffrey Ballet School August 2009 - May 2010
Skills
Finance, Analysis, Report Writing, Economics, Learning Quickly, Research, Strategy, Adaptability, Classical Ballet, Fluent Spanish, Creative Problem Solving, Versatility, Alternative Investments
Education
Fordham University Gabelli School of Business 2012 — 2015
Bachelor of Science (B.S.), Finance, GPA: 3.95/4.00, Minors: Economics, Spanish
Loyola University of Chicago 2011 — 2012
Barclays July 2015 - Present
Barclays June 2014 - Present
Smart Woman Securities August 2013 - January 2015
Student Managed Investment Fund January 2014 - December 2014
Merrill Lynch Wealth Management April 2013 - August 2013
Joffrey Ballet, Hubbard Street Dance Chicago, Les Grands Ballets de Montreal (seasonal) 2006 - 2011
Joffrey Ballet School August 2009 - May 2010
Skills
Finance, Analysis, Report Writing, Economics, Learning Quickly, Research, Strategy, Adaptability, Classical Ballet, Fluent Spanish, Creative Problem Solving, Versatility, Alternative Investments
Education
Fordham University Gabelli School of Business 2012 — 2015
Bachelor of Science (B.S.), Finance, GPA: 3.95/4.00, Minors: Economics, Spanish
Loyola University of Chicago 2011 — 2012
William Hinks William Hinks's Student Managed Investment Fund Experience January 2014 - Present
Job Security Analyst at Speedway LLC
Industry Financial Services
Experience
Speedway LLC June 2015 - Present
Student Managed Investment Fund January 2014 - Present
Speedway LLC May 2013 - December 2014
Skills
Community Outreach, Organization, Microsoft Office, PowerPoint, Social Media, Facebook, Microsoft Word, Social Networking, Microsoft Excel, Leadership, Customer Service, Time Management, Management
Education
Cedarville University 2011 — 2015
Bachelor's degree, Business Management/Finance Major
Speedway LLC June 2015 - Present
Student Managed Investment Fund January 2014 - Present
Speedway LLC May 2013 - December 2014
Skills
Community Outreach, Organization, Microsoft Office, PowerPoint, Social Media, Facebook, Microsoft Word, Social Networking, Microsoft Excel, Leadership, Customer Service, Time Management, Management
Education
Cedarville University 2011 — 2015
Bachelor's degree, Business Management/Finance Major
Marco Rebussi Marco Rebussi's Student Managed Investment Fund Experience February 2012 - April 2012
Job Equity Algo Electronic Trading at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank March 2015 - Present
Deutsche Bank July 2013 - March 2015
Student Managed Investment Fund February 2012 - April 2012
Barclays Bank PLC June 2011 - November 2011
Barclays Bank June 2010 - September 2010
Best Taberna Alkazar July 2009 - August 2009
AO Ospedali Riuniti BG July 2008 - August 2008
Advocare Abogados June 2008 - July 2008
Skills
Financial Markets, Trading, Economics, Portfolio Management, Bloomberg Terminal, Microsoft Excel, Finance, Financial Analysis, Equities, Leadership, Valuation, Bonds, Quantitative Finance, Teamwork, Accounting, Capital Markets, Options, Investment Strategies, Foreign Exchange, Equity Derivatives, SQL, QlikView, Datastream, SPSS, PHStat, Tableau, KDB+, Unix, Shell Scripting, Metastock, Hedging, Microsoft Office, Eviews, TCA
Education
Cass Business School 2012 — 2013
Master of Science (MSc), Mathematical Trading and Finance, Distinction
Università Commerciale 'Luigi Bocconi' 2009 — 2012
Bachelor's degree, Finance, 109/110
University of California, Irvine - The Paul Merage School of Business 2012 — 2012
Exchange Programme, Business Administration and Management
Vittorio Emanuele II 2004 — 2009
High School Diploma, Accounting, Business, Economics, 100/100 cum laude
Deutsche Bank March 2015 - Present
Deutsche Bank July 2013 - March 2015
Student Managed Investment Fund February 2012 - April 2012
Barclays Bank PLC June 2011 - November 2011
Barclays Bank June 2010 - September 2010
Best Taberna Alkazar July 2009 - August 2009
AO Ospedali Riuniti BG July 2008 - August 2008
Advocare Abogados June 2008 - July 2008
Skills
Financial Markets, Trading, Economics, Portfolio Management, Bloomberg Terminal, Microsoft Excel, Finance, Financial Analysis, Equities, Leadership, Valuation, Bonds, Quantitative Finance, Teamwork, Accounting, Capital Markets, Options, Investment Strategies, Foreign Exchange, Equity Derivatives, SQL, QlikView, Datastream, SPSS, PHStat, Tableau, KDB+, Unix, Shell Scripting, Metastock, Hedging, Microsoft Office, Eviews, TCA
Education
Cass Business School 2012 — 2013
Master of Science (MSc), Mathematical Trading and Finance, Distinction
Università Commerciale 'Luigi Bocconi' 2009 — 2012
Bachelor's degree, Finance, 109/110
University of California, Irvine - The Paul Merage School of Business 2012 — 2012
Exchange Programme, Business Administration and Management
Vittorio Emanuele II 2004 — 2009
High School Diploma, Accounting, Business, Economics, 100/100 cum laude
Eric McCabe Eric McCabe's Student Managed Investment Fund Experience May 2012 - May 2013
Job Analyst at Citi
Industry Financial Services
Experience
Citi August 2014 - Present
Citi June 2013 - August 2014
Student Managed Investment Fund May 2012 - May 2013
American University Chinese Language Club May 2011 - May 2013
UBS Wealth Management September 2012 - December 2012
American University Honors Office January 2012 - December 2012
FlockTAG May 2012 - August 2012
Shepherd Advisors May 2009 - August 2011
Senator Carl Levin January 2011 - May 2011
Ann Arbor News January 2006 - January 2009
Skills
Mandarin, Financial Analysis, Microsoft Excel, Public Speaking, Social Media, Team Leadership, Research, Bloomberg, Equity Valuation, Teamwork, Finance, Event Planning, Networking, Press Releases, Management, Data Analysis, Strategic Planning
Education
American University - Kogod School of Business 2011 — 2013
Bachelors of Science, Business Administration
American University 2010 — 2013
Business Administration, Finance, 3.94
Huron High School 2007 — 2010
Yaohua High School (耀华中学) 2008 — 2009
Citi August 2014 - Present
Citi June 2013 - August 2014
Student Managed Investment Fund May 2012 - May 2013
American University Chinese Language Club May 2011 - May 2013
UBS Wealth Management September 2012 - December 2012
American University Honors Office January 2012 - December 2012
FlockTAG May 2012 - August 2012
Shepherd Advisors May 2009 - August 2011
Senator Carl Levin January 2011 - May 2011
Ann Arbor News January 2006 - January 2009
Skills
Mandarin, Financial Analysis, Microsoft Excel, Public Speaking, Social Media, Team Leadership, Research, Bloomberg, Equity Valuation, Teamwork, Finance, Event Planning, Networking, Press Releases, Management, Data Analysis, Strategic Planning
Education
American University - Kogod School of Business 2011 — 2013
Bachelors of Science, Business Administration
American University 2010 — 2013
Business Administration, Finance, 3.94
Huron High School 2007 — 2010
Yaohua High School (耀华中学) 2008 — 2009
Kevin Theis's Student Managed Investment Fund Experience August 2012 - December 2012
Job Transportation Accountant Terminals
Industry Accounting
Experience
Tesoro July 2014 - Present
Tesoro May 2013 - July 2014
Student Managed Investment Fund August 2012 - December 2012
Bank of America August 2010 - April 2011
Discount Tire Company August 2007 - August 2010
Skills
Investments, Time Management, Microsoft Excel, Bloomberg, Financial Analysis, Accounting, Customer Service, Finance, Microsoft Office, Strategic Planning, Financial Reporting, Strategic Financial..., Financial Statements, Account Reconciliation, General Ledger, SAP, Access, Management, Portfolio Management, Economics, Data Analysis, Outlook, FactSet, Communication, Valuation, Cash Flow, Mutual Funds, Invoicing, Accounts Payable, Cost Accounting, Internal Controls, Auditing, Corporate Finance, Sarbanes-Oxley Act, Spreadsheets, Business Process...
Education
Churchill HS
Texas State University 2010 — 2013
BBA, Finance; Accounting; Senior
San Antonio College 2008 — 2010
Associate, Business Administration, 3.5
Tesoro July 2014 - Present
Tesoro May 2013 - July 2014
Student Managed Investment Fund August 2012 - December 2012
Bank of America August 2010 - April 2011
Discount Tire Company August 2007 - August 2010
Skills
Investments, Time Management, Microsoft Excel, Bloomberg, Financial Analysis, Accounting, Customer Service, Finance, Microsoft Office, Strategic Planning, Financial Reporting, Strategic Financial..., Financial Statements, Account Reconciliation, General Ledger, SAP, Access, Management, Portfolio Management, Economics, Data Analysis, Outlook, FactSet, Communication, Valuation, Cash Flow, Mutual Funds, Invoicing, Accounts Payable, Cost Accounting, Internal Controls, Auditing, Corporate Finance, Sarbanes-Oxley Act, Spreadsheets, Business Process...
Education
Churchill HS
Texas State University 2010 — 2013
BBA, Finance; Accounting; Senior
San Antonio College 2008 — 2010
Associate, Business Administration, 3.5
Eric Helms Eric Helms's Student Managed Investment Fund Experience January 2009 - September 2011
Job Audit Associate at Deloitte
Industry Management Consulting
Experience
Deloitte September 2011 - Present
Student Managed Investment Fund January 2009 - September 2011
UC Irvine June 2010 - November 2010
Rotaract Club February 2009 - June 2010
Morgan Stanley Smith Barney March 2009 - July 2009
The Wine Gent October 2007 - September 2008
Skills
Accounting, Excel, Access, PowerPoint, Word, Audit, Microsoft Excel, Microsoft Word, Auditing, Nonprofits, Leadership
Education
University of California, Irvine 2008 — 2011
Bachelors of Art, Economics
Deloitte September 2011 - Present
Student Managed Investment Fund January 2009 - September 2011
UC Irvine June 2010 - November 2010
Rotaract Club February 2009 - June 2010
Morgan Stanley Smith Barney March 2009 - July 2009
The Wine Gent October 2007 - September 2008
Skills
Accounting, Excel, Access, PowerPoint, Word, Audit, Microsoft Excel, Microsoft Word, Auditing, Nonprofits, Leadership
Education
University of California, Irvine 2008 — 2011
Bachelors of Art, Economics
Austin Butler -Financial Analyst Austin Butler -Financial Analyst's Student Managed Investment Fund Experience May 2010 - December 2010
Job Natural Fuel Broker & Logistics Magician
Industry Defense & Space
Experience
ButlerWood Inc. January 2004 - Present
FRH Consumer Services January 2012 - January 2013
JoeBot Designs LLC August 2010 - April 2011
Student Managed Investment Fund May 2010 - December 2010
Northwestern Mutual May 2009 - July 2010
Skills
Access, Accounting, Analysis, Budgets, Business Strategy, Cost Accounting, Data Analysis, Finance, Forecasting, Investments, Management, Microsoft Office, Portfolio Management, SAP
Education
Texas State University 2004 — 2010
Bachelors, Finance
TEXAS STATE UNIVERSITY 2003 — 2007
Bachelor of Business Administration, Finance; Accounting Information Systems, and Information Technology Systems
Pflugerville
ButlerWood Inc. January 2004 - Present
FRH Consumer Services January 2012 - January 2013
JoeBot Designs LLC August 2010 - April 2011
Student Managed Investment Fund May 2010 - December 2010
Northwestern Mutual May 2009 - July 2010
Skills
Access, Accounting, Analysis, Budgets, Business Strategy, Cost Accounting, Data Analysis, Finance, Forecasting, Investments, Management, Microsoft Office, Portfolio Management, SAP
Education
Texas State University 2004 — 2010
Bachelors, Finance
TEXAS STATE UNIVERSITY 2003 — 2007
Bachelor of Business Administration, Finance; Accounting Information Systems, and Information Technology Systems
Pflugerville
Amy Vicenzi's Student Managed Investment Fund Experience January 2014 - May 2014
Job Investment Analyst at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors July 2014 - Present
Student Managed Investment Fund January 2014 - May 2014
Providence College November 2013 - May 2014
Gap Inc./Gap April 2010 - April 2014
Westport Capital Markets, LLC May 2013 - August 2013
DFJ Esprit February 2013 - April 2013
Ben & Jerry's March 2008 - November 2009
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Windows, Outlook, Bloomberg Terminal, Time Management, Entrepreneurship, International Exposure, Facebook, Teamwork
Education
Providence College 2010 — 2014
Bachelor's Degree, Finance, Economics, Cum Laude, GPA: 3.66
Boston University London
Finance, Economics
Academy of Our Lady of Mercy, Lauralton Hall 2006 — 2010
Rocaton Investment Advisors July 2014 - Present
Student Managed Investment Fund January 2014 - May 2014
Providence College November 2013 - May 2014
Gap Inc./Gap April 2010 - April 2014
Westport Capital Markets, LLC May 2013 - August 2013
DFJ Esprit February 2013 - April 2013
Ben & Jerry's March 2008 - November 2009
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Windows, Outlook, Bloomberg Terminal, Time Management, Entrepreneurship, International Exposure, Facebook, Teamwork
Education
Providence College 2010 — 2014
Bachelor's Degree, Finance, Economics, Cum Laude, GPA: 3.66
Boston University London
Finance, Economics
Academy of Our Lady of Mercy, Lauralton Hall 2006 — 2010
Andrew Hester's Student Managed Investment Fund Experience August 2015 - Present
Job Investment Operations Intern at Foster Financial Group
Industry Financial Services
Experience
Student Managed Investment Fund August 2015 - Present
Foster Financial Group May 2015 - June 2015
Seeking Alpha February 2015 - March 2015
Frisch Capital Partners September 2014 - November 2014
Design Lighting Group LLC May 2013 - August 2014
Skills
Microsoft Excel, Financial Modeling, Financial Statement..., Equity Research, Basic HTML, Basic Rapid Web...
Education
University of Georgia - Terry College of Business 2013 — 2017
BBA, Accounting and Finance, GPA: 4.00
University of Oxford 2015 — 2015
Study Abroad - International Business, GPA: 4.00
Allatoona High School 2009 — 2013
Student Managed Investment Fund August 2015 - Present
Foster Financial Group May 2015 - June 2015
Seeking Alpha February 2015 - March 2015
Frisch Capital Partners September 2014 - November 2014
Design Lighting Group LLC May 2013 - August 2014
Skills
Microsoft Excel, Financial Modeling, Financial Statement..., Equity Research, Basic HTML, Basic Rapid Web...
Education
University of Georgia - Terry College of Business 2013 — 2017
BBA, Accounting and Finance, GPA: 4.00
University of Oxford 2015 — 2015
Study Abroad - International Business, GPA: 4.00
Allatoona High School 2009 — 2013
David Castellano Tarín's Student Managed Investment Fund Experience January 2014 - May 2014
Job Incoming Private Bank Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
Santander Private Banking International August 2014 - April 2015
Student Managed Investment Fund January 2014 - May 2014
HighGround Trading Group Inc. October 2013 - December 2013
Boston University September 2012 - May 2013
Vector Marketing June 2012 - June 2012
Boston University January 2012 - May 2012
Skills
Valuation, Financial Modeling, Capital Markets, Bloomberg Terminal, Microsoft Excel, Financial Accounting, Teamwork, Fundamental Analysis, Highly motivated..., Team Leadership, Client Relations Skills, Cashflow Analysis, Economics
Education
Florida International University - College of Business 2014 — 2015
Bachelor of Business Administration (B.B.A.), Finance, 3.91 GPA
Boston University 2011 — 2013
Liberal Arts and Sciences, General Studies and Humanities / School of Management
J.P. Morgan June 2015 - August 2015
Santander Private Banking International August 2014 - April 2015
Student Managed Investment Fund January 2014 - May 2014
HighGround Trading Group Inc. October 2013 - December 2013
Boston University September 2012 - May 2013
Vector Marketing June 2012 - June 2012
Boston University January 2012 - May 2012
Skills
Valuation, Financial Modeling, Capital Markets, Bloomberg Terminal, Microsoft Excel, Financial Accounting, Teamwork, Fundamental Analysis, Highly motivated..., Team Leadership, Client Relations Skills, Cashflow Analysis, Economics
Education
Florida International University - College of Business 2014 — 2015
Bachelor of Business Administration (B.B.A.), Finance, 3.91 GPA
Boston University 2011 — 2013
Liberal Arts and Sciences, General Studies and Humanities / School of Management
Nicholas Raguseo's Student Managed Investment Fund Experience January 2015 - Present
Job Business Analyst at Jefferies
Industry Financial Services
Experience
Jefferies May 2015 - Present
Student Managed Investment Fund January 2015 - Present
Investment Banking Institute - iBanking.com June 2015 - July 2015
ConvergEx Group June 2014 - December 2014
Stevens Institute of Technology September 2013 - December 2014
Education
Stevens Institute of Technology 2015 — 2016
Master of Science (M.S.), Finance
Stevens Institute of Technology 2011 — 2015
Bachelors Degree, Business and Technology
Jefferies May 2015 - Present
Student Managed Investment Fund January 2015 - Present
Investment Banking Institute - iBanking.com June 2015 - July 2015
ConvergEx Group June 2014 - December 2014
Stevens Institute of Technology September 2013 - December 2014
Education
Stevens Institute of Technology 2015 — 2016
Master of Science (M.S.), Finance
Stevens Institute of Technology 2011 — 2015
Bachelors Degree, Business and Technology
Ethan R. Trombley Ethan R. Trombley's Student Managed Investment Fund Experience August 2013 - December 2013
Job Technology Risk Consultant at Deloitte & Touche LLP
Industry Accounting
Experience
Deloitte August 2015 - Present
Trombley and Associates April 2015 - Present
Army National Guard April 2010 - Present
Seeking Alpha February 2015 - March 2015
Bowling Green State University October 2014 - January 2015
Delta Sigma Pi April 2014 - December 2014
Grant Thornton LLP June 2014 - August 2014
Cooper Tire & Rubber Company November 2013 - May 2014
Bowling Green State University August 2013 - December 2013
Student Managed Investment Fund August 2013 - December 2013
Skills
Leadership, Microsoft Excel, Accounting, Microsoft Office, Budgets, Time Management, PowerPoint, Logistics, Customer Service, Teamwork, Networking, SAP, Passion for Success, Military, Microsoft Word, Project Management, Critical Thinking, Accounts Payable, PeopleSoft, Internal Controls, Highly Ambitious, Communication, Risk Assessment, Database Administration, SharePoint, Meet Deadlines, Business Analytics, Data Mining, Communication Skills, Phone Etiquette, Cognos, SAP Implementation, VBA, SQL, Database Design, Report Writing, Excel Dashboards, MS Excel Pivot Tables, Relational Databases, SOX 404, ITGC, Control Testing, Client Relations Skills, IT Audit, SAP Testing
Education
Bowling Green State University 2010 — 2015
Bachelor's Degree, Accounting and Information Systems Auditing & Control, Senior
Twinsburg High School 2006 — 2010
GPA: 3.68
Deloitte August 2015 - Present
Trombley and Associates April 2015 - Present
Army National Guard April 2010 - Present
Seeking Alpha February 2015 - March 2015
Bowling Green State University October 2014 - January 2015
Delta Sigma Pi April 2014 - December 2014
Grant Thornton LLP June 2014 - August 2014
Cooper Tire & Rubber Company November 2013 - May 2014
Bowling Green State University August 2013 - December 2013
Student Managed Investment Fund August 2013 - December 2013
Skills
Leadership, Microsoft Excel, Accounting, Microsoft Office, Budgets, Time Management, PowerPoint, Logistics, Customer Service, Teamwork, Networking, SAP, Passion for Success, Military, Microsoft Word, Project Management, Critical Thinking, Accounts Payable, PeopleSoft, Internal Controls, Highly Ambitious, Communication, Risk Assessment, Database Administration, SharePoint, Meet Deadlines, Business Analytics, Data Mining, Communication Skills, Phone Etiquette, Cognos, SAP Implementation, VBA, SQL, Database Design, Report Writing, Excel Dashboards, MS Excel Pivot Tables, Relational Databases, SOX 404, ITGC, Control Testing, Client Relations Skills, IT Audit, SAP Testing
Education
Bowling Green State University 2010 — 2015
Bachelor's Degree, Accounting and Information Systems Auditing & Control, Senior
Twinsburg High School 2006 — 2010
GPA: 3.68
Richard Azimov Richard Azimov's Student Managed Investment Fund Experience January 2014 - April 2014
Job Wholesale Banking Analyst at SunTrust
Industry Financial Services
Experience
SunTrust June 2015 - Present
Hewins Financial Advisors, LLC March 2014 - September 2014
Florida International University- Career Services Office June 2011 - August 2014
Student Government Council-Biscayne Bay Campus May 2013 - May 2014
Student Managed Investment Fund January 2014 - April 2014
Student Government Council- Biscayne Bay Campus January 2013 - May 2013
Norman S. Edelcup Sunny Isles Beach K-8 January 2010 - June 2010
Skills
Management, Budgets, Leadership, Career Counseling, Accounting, Team Management, Team Building, Data Analysis, Resume Writing, Career Assessment, Leadership Development, Organizational..., Microsoft Excel, Financial Analysis, Corporate Finance, Morningstar Office, Bloomberg Terminal, Equity Valuation, DCF Valuation, Training, PowerPoint, Public Speaking, Customer Service, Microsoft Word, Research, Microsoft Office
Education
Florida International University 2010 — 2014
Bachelor of Business Adminstration, Finance
Florida International University 2010 — 2014
Certificate in Banking
SunTrust June 2015 - Present
Hewins Financial Advisors, LLC March 2014 - September 2014
Florida International University- Career Services Office June 2011 - August 2014
Student Government Council-Biscayne Bay Campus May 2013 - May 2014
Student Managed Investment Fund January 2014 - April 2014
Student Government Council- Biscayne Bay Campus January 2013 - May 2013
Norman S. Edelcup Sunny Isles Beach K-8 January 2010 - June 2010
Skills
Management, Budgets, Leadership, Career Counseling, Accounting, Team Management, Team Building, Data Analysis, Resume Writing, Career Assessment, Leadership Development, Organizational..., Microsoft Excel, Financial Analysis, Corporate Finance, Morningstar Office, Bloomberg Terminal, Equity Valuation, DCF Valuation, Training, PowerPoint, Public Speaking, Customer Service, Microsoft Word, Research, Microsoft Office
Education
Florida International University 2010 — 2014
Bachelor of Business Adminstration, Finance
Florida International University 2010 — 2014
Certificate in Banking
Santiago Patino's Student Managed Investment Fund Experience August 2012 - December 2012
Job Consultant at Ryan
Industry Accounting
Experience
Ryan July 2013 - Present
Student Managed Investment Fund August 2012 - December 2012
Rock-Tenn Company July 2012 - August 2012
Newbridge Management December 2009 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Teamwork, Public Speaking, Spanish, Accounting, Finance, Data Analysis
Education
Louisiana State University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Ryan July 2013 - Present
Student Managed Investment Fund August 2012 - December 2012
Rock-Tenn Company July 2012 - August 2012
Newbridge Management December 2009 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Teamwork, Public Speaking, Spanish, Accounting, Finance, Data Analysis
Education
Louisiana State University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Kyle Babinowich Kyle Babinowich's Student Managed Investment Fund Experience August 2011 - May 2012
Job Watson Solution Designer at IBM
Industry Information Technology and Services
Experience
IBM May 2014 - Present
IBM July 2012 - May 2014
Student Managed Investment Fund August 2011 - May 2012
FTI Consulting June 2011 - August 2011
Skills
Valuation, Economics, Business Strategy, Forecasting, Accounting, Program Management, Process Improvement, SQL, JavaScript, Python, HTML, Data Mining, Business Analytics, Change Management
Education
The College of William and Mary - The Mason School of Business 2008 — 2012
BBA, Finance, Accounting Concentration
The College of William and Mary 2008 — 2012
BA, Economics
IBM May 2014 - Present
IBM July 2012 - May 2014
Student Managed Investment Fund August 2011 - May 2012
FTI Consulting June 2011 - August 2011
Skills
Valuation, Economics, Business Strategy, Forecasting, Accounting, Program Management, Process Improvement, SQL, JavaScript, Python, HTML, Data Mining, Business Analytics, Change Management
Education
The College of William and Mary - The Mason School of Business 2008 — 2012
BBA, Finance, Accounting Concentration
The College of William and Mary 2008 — 2012
BA, Economics
Pouya Shlomo Minazad Pouya Shlomo Minazad's Student Managed Investment Fund Experience March 2008 - August 2008
Job Vice President at CapRok Capital
Industry Financial Services
Experience
CapRok Capital January 2011 - Present
Cornell University 2010 - December 2010
Citi June 2010 - August 2010
Student Managed Investment Fund March 2008 - August 2008
Skills
Financial Modeling, Bonds, Derivatives, Fixed Income, Investments, Options, Portfolio Management, Valuation, Financial Analysis
Education
Cornell University 2009 — 2010
Masters of Engineering, Financial Engineering
University of California, Irvine 2007 — 2009
Bachelors of Science, Major: Mathematics, Minor: Management
Lund University 2008 — 2008
Swedish Language and History
CapRok Capital January 2011 - Present
Cornell University 2010 - December 2010
Citi June 2010 - August 2010
Student Managed Investment Fund March 2008 - August 2008
Skills
Financial Modeling, Bonds, Derivatives, Fixed Income, Investments, Options, Portfolio Management, Valuation, Financial Analysis
Education
Cornell University 2009 — 2010
Masters of Engineering, Financial Engineering
University of California, Irvine 2007 — 2009
Bachelors of Science, Major: Mathematics, Minor: Management
Lund University 2008 — 2008
Swedish Language and History
Lucas Farmer Lucas Farmer's Student Managed Investment Fund Experience January 2013 - Present
Job Economic Department Submanager at Student Managed Investment Fund For Kennesaw State University.
Industry Financial Services
Experience
Student Managed Investment Fund January 2013 - Present
George Mason University School of Law January 2014 - May 2014
Skills
Economic Data Analysis, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Customer Service, Microsoft Word, Teamwork, Time Management, Data Analysis, Management, Event Organizer, Economic Analysis
Education
Kennesaw State University 2011 — 2015
Bachelor’s Degree, Economics
Chattahoochee Technical College 2009 — 2011
Student Managed Investment Fund January 2013 - Present
George Mason University School of Law January 2014 - May 2014
Skills
Economic Data Analysis, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Customer Service, Microsoft Word, Teamwork, Time Management, Data Analysis, Management, Event Organizer, Economic Analysis
Education
Kennesaw State University 2011 — 2015
Bachelor’s Degree, Economics
Chattahoochee Technical College 2009 — 2011
Jidan Kim Jidan Kim's Student Managed Investment Fund Experience January 2015 - Present
Job Investment Sales Intern at CPEX Real Estate
Industry Real Estate
Experience
Student Managed Investment Fund January 2015 - Present
CPEX Real Estate September 2014 - Present
Steve Madden October 2012 - January 2013
Hoag Hospital 2007 - 2011
Skills
Financial Analysis, Bloomberg Terminal, FactSet, Capital IQ, Microsoft Office, Microsoft Word, Microsoft Excel, MS Powerpoint, Leadership, People-oriented, Retail Sales, Customer Service, Budgeting, Facebook, PowerPoint, Public Speaking, Real Estate, Research, Time Management, Underwriting, Valuation
Education
Saint John's University - Peter J. Tobin College of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
Student Managed Investment Fund January 2015 - Present
CPEX Real Estate September 2014 - Present
Steve Madden October 2012 - January 2013
Hoag Hospital 2007 - 2011
Skills
Financial Analysis, Bloomberg Terminal, FactSet, Capital IQ, Microsoft Office, Microsoft Word, Microsoft Excel, MS Powerpoint, Leadership, People-oriented, Retail Sales, Customer Service, Budgeting, Facebook, PowerPoint, Public Speaking, Real Estate, Research, Time Management, Underwriting, Valuation
Education
Saint John's University - Peter J. Tobin College of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
Kevin Ritchie, MBA Kevin Ritchie, MBA's Student Managed Investment Fund Experience August 2013 - May 2014
Job Audit Staff at Wright Ford Young & Co.
Industry Accounting
Experience
Wright Ford Young & Co. June 2015 - Present
Gleim Publications September 2013 - January 2015
Heinfeld, Meech & Co., P.C. May 2014 - May 2014
Student Managed Investment Fund August 2013 - May 2014
Math Achievement Program April 2012 - May 2014
NAU Peer Jacks August 2011 - May 2013
Skills
Time Management, Diversity Training, Bloomberg Terminal, PowerPoint, Microsoft Excel, Spreadsheets, Business Ethics, Organization, Academic Tutoring, Analysis, Accounting, Financial Reporting
Education
Northern Arizona University-The W. A. Franke College of Business 2014 — 2015
Master of Business Administration (M.B.A.), Accounting
Northern Arizona University 2010 — 2014
Bachelor of Science, Double Major: Accountancy and Finance, Cum Laude
Wright Ford Young & Co. June 2015 - Present
Gleim Publications September 2013 - January 2015
Heinfeld, Meech & Co., P.C. May 2014 - May 2014
Student Managed Investment Fund August 2013 - May 2014
Math Achievement Program April 2012 - May 2014
NAU Peer Jacks August 2011 - May 2013
Skills
Time Management, Diversity Training, Bloomberg Terminal, PowerPoint, Microsoft Excel, Spreadsheets, Business Ethics, Organization, Academic Tutoring, Analysis, Accounting, Financial Reporting
Education
Northern Arizona University-The W. A. Franke College of Business 2014 — 2015
Master of Business Administration (M.B.A.), Accounting
Northern Arizona University 2010 — 2014
Bachelor of Science, Double Major: Accountancy and Finance, Cum Laude
Zach Kunesh Zach Kunesh's Student Managed Investment Fund Experience September 2014 - December 2014
Job Graduated from The University of North Dakota
Industry Accounting
Experience
Student Managed Investment Fund September 2014 - December 2014
Baker Tilly Virchow Krause, LLP January 2014 - April 2014
UPS March 2013 - August 2013
The University of North Dakota August 2012 - February 2013
Macy's January 2011 - November 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Teamwork, Financial Accounting, Customer Service, Financial Reporting, Research, Financial Modeling, English, Corporate Finance, Time Management, Bookkeeping, Public Speaking, Sales
Education
The University of North Dakota 2010 — 2015
Accounting/Investments, Accounting and Finance, Junior
The University of North Dakota 2010 — 2015
Bachelor’s Degree, Accounting
Student Managed Investment Fund September 2014 - December 2014
Baker Tilly Virchow Krause, LLP January 2014 - April 2014
UPS March 2013 - August 2013
The University of North Dakota August 2012 - February 2013
Macy's January 2011 - November 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Teamwork, Financial Accounting, Customer Service, Financial Reporting, Research, Financial Modeling, English, Corporate Finance, Time Management, Bookkeeping, Public Speaking, Sales
Education
The University of North Dakota 2010 — 2015
Accounting/Investments, Accounting and Finance, Junior
The University of North Dakota 2010 — 2015
Bachelor’s Degree, Accounting
Andrew Soulas's Student Managed Investment Fund Experience January 2015 - May 2015
Job Summer Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - August 2015
Student Managed Investment Fund January 2015 - May 2015
J.P. Morgan June 2014 - August 2014
Cohen & Steers January 2014 - March 2014
BGC Partners June 2013 - August 2013
Skills
Microsoft Excel, Economics, Bloomberg, Statistics, Financial Analysis, Teamwork, PowerPoint, Microsoft Word, Trading, Access, Public Relations, Finance, Sales, Microsoft Office, Public Speaking
Education
Fordham University 2012 — 2015
B.S. Finance, Minor in Economics
Delbarton School 2004 — 2010
J.P. Morgan June 2015 - August 2015
Student Managed Investment Fund January 2015 - May 2015
J.P. Morgan June 2014 - August 2014
Cohen & Steers January 2014 - March 2014
BGC Partners June 2013 - August 2013
Skills
Microsoft Excel, Economics, Bloomberg, Statistics, Financial Analysis, Teamwork, PowerPoint, Microsoft Word, Trading, Access, Public Relations, Finance, Sales, Microsoft Office, Public Speaking
Education
Fordham University 2012 — 2015
B.S. Finance, Minor in Economics
Delbarton School 2004 — 2010
Martin Yang Martin Yang's Student Managed Investment Fund Experience February 2014 - January 2015
Job Equity Research Associate
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2015 - Present
Student Managed Investment Fund February 2014 - January 2015
Bank of America Merrill Lynch June 2014 - August 2014
Morgan Stanley November 2013 - November 2013
Financial Times June 2013 - August 2013
Merrill Lynch May 2013 - August 2013
Bloomberg LP May 2013 - May 2013
Agecroft Partners February 2013 - April 2013
Skills
Time Management, Microsoft Word, Microsoft Project, Microsoft Excel, Microsoft PowerPoint, Financial Analysis, Research Information, Mandarin, American English, Bloomberg Terminal, Financial an
Education
University of Richmond - Robins School of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Allegheny College 2011 — 2012
Bachelor of Arts (B.A.), Managerial Economics
SunTrust Robinson Humphrey June 2015 - Present
Student Managed Investment Fund February 2014 - January 2015
Bank of America Merrill Lynch June 2014 - August 2014
Morgan Stanley November 2013 - November 2013
Financial Times June 2013 - August 2013
Merrill Lynch May 2013 - August 2013
Bloomberg LP May 2013 - May 2013
Agecroft Partners February 2013 - April 2013
Skills
Time Management, Microsoft Word, Microsoft Project, Microsoft Excel, Microsoft PowerPoint, Financial Analysis, Research Information, Mandarin, American English, Bloomberg Terminal, Financial an
Education
University of Richmond - Robins School of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Allegheny College 2011 — 2012
Bachelor of Arts (B.A.), Managerial Economics
Emmett O'Brien's Student Managed Investment Fund Experience May 2009 - October 2011
Job Credit Analyst at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings August 2013 - Present
Golden Services Organization January 2013 - June 2013
Finance Club March 2009 - December 2012
Bloomberg LP September 2012 - November 2012
Stone Harbor Investment Partners May 2012 - September 2012
Student Managed Investment Fund May 2009 - October 2011
Skills
Economics, Research, Statistics, Forecasting, Industry Analysis, Excel, Public Speaking, Entrepreneurship, Fundraising, Trading, Analysis, Data Analysis, PowerPoint, Financial Analysis, Risk Management, Word, Investments, Market Research, Financial Modeling, Outlook, Customer Relations, Quantitative Analysis, Valuation, Equities, Mathematics, Writing, Accounting, Portfolio Management, Public Relations, Microsoft Excel, Microsoft Word, Quantitative Analytics, Customer Service, Emerging Markets, Hedge Funds, Capital Markets, Management, Credit, Credit Risk, Structured Finance, VBA, Straight Talk
Education
SUNY Geneseo 2009 — 2012
Economics
Oxford University 2010 — 2011
Fitch Ratings August 2013 - Present
Golden Services Organization January 2013 - June 2013
Finance Club March 2009 - December 2012
Bloomberg LP September 2012 - November 2012
Stone Harbor Investment Partners May 2012 - September 2012
Student Managed Investment Fund May 2009 - October 2011
Skills
Economics, Research, Statistics, Forecasting, Industry Analysis, Excel, Public Speaking, Entrepreneurship, Fundraising, Trading, Analysis, Data Analysis, PowerPoint, Financial Analysis, Risk Management, Word, Investments, Market Research, Financial Modeling, Outlook, Customer Relations, Quantitative Analysis, Valuation, Equities, Mathematics, Writing, Accounting, Portfolio Management, Public Relations, Microsoft Excel, Microsoft Word, Quantitative Analytics, Customer Service, Emerging Markets, Hedge Funds, Capital Markets, Management, Credit, Credit Risk, Structured Finance, VBA, Straight Talk
Education
SUNY Geneseo 2009 — 2012
Economics
Oxford University 2010 — 2011
Colin Preszler Colin Preszler's Student Managed Investment Fund Experience 2009 - 2010
Job BCS Concept Manager at Robert Bosch LLC
Industry Investment Management
Experience
Bosch April 2015 - Present
Robert Bosch LLC August 2012 - April 2015
German American Chamber of Commerce of the Midwest October 2011 - August 2012
CDS International June 2010 - July 2011
WISAG Facility Service Holding GmbH & Co KG February 2011 - June 2011
Student Managed Investment Fund 2009 - 2010
Skills
Research, Investments, Analysis, SAP, German, Spanish, English, Microsoft Office, Forecasting, Training, Leadership, Project Planning
Education
Hochschule Rhein Main 2010 — 2011
The University of North Dakota 2005 — 2010
BBA, Investments
University of North Dakota 2005 — 2010
BA, German
Bosch April 2015 - Present
Robert Bosch LLC August 2012 - April 2015
German American Chamber of Commerce of the Midwest October 2011 - August 2012
CDS International June 2010 - July 2011
WISAG Facility Service Holding GmbH & Co KG February 2011 - June 2011
Student Managed Investment Fund 2009 - 2010
Skills
Research, Investments, Analysis, SAP, German, Spanish, English, Microsoft Office, Forecasting, Training, Leadership, Project Planning
Education
Hochschule Rhein Main 2010 — 2011
The University of North Dakota 2005 — 2010
BBA, Investments
University of North Dakota 2005 — 2010
BA, German
Jack Lutkewitte Jack Lutkewitte's Student Managed Investment Fund Experience September 2014 - December 2014
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Spruce & Norton January 2015 - May 2015
Fordham Finance Society September 2014 - May 2015
Student Managed Investment Fund September 2014 - December 2014
Bank of America Merrill Lynch May 2014 - August 2014
Federal Reserve Bank of New York May 2013 - August 2013
Finnerty Economic Consulting 2012 - May 2013
Education
Fordham University 2011 — 2015
Bachelor of Science (BS)
Bank of America Merrill Lynch July 2015 - Present
Spruce & Norton January 2015 - May 2015
Fordham Finance Society September 2014 - May 2015
Student Managed Investment Fund September 2014 - December 2014
Bank of America Merrill Lynch May 2014 - August 2014
Federal Reserve Bank of New York May 2013 - August 2013
Finnerty Economic Consulting 2012 - May 2013
Education
Fordham University 2011 — 2015
Bachelor of Science (BS)
Kell Cleeland Kell Cleeland's Student Managed Investment Fund Experience August 2008 - June 2009
Job Regional Channel Manager at Atlas Copco USA
Industry Machinery
Experience
Atlas Copco USA March 2015 - Present
Atlas Copco USA September 2013 - Present
Volvo Construction Equipment January 2012 - September 2013
Volvo Construction Equipment November 2009 - January 2012
Volvo Construction Equipment June 2008 - November 2009
Student Managed Investment Fund August 2008 - June 2009
Volvo Construction Equipment June 2008 - June 2009
Horizon Investments September 2007 - December 2007
Skills
Territory Account..., Product Demonstration, Pricing, Strategy, Analysis, Financial Modeling, Forecasting, Finance, Competitive Analysis, Financial Analysis, Sales, Business Planning, Visual Basic, Economics, Business Strategy, Direct Sales
Education
University of North Carolina at Charlotte 2004 — 2009
Finance, Economics
Atlas Copco USA March 2015 - Present
Atlas Copco USA September 2013 - Present
Volvo Construction Equipment January 2012 - September 2013
Volvo Construction Equipment November 2009 - January 2012
Volvo Construction Equipment June 2008 - November 2009
Student Managed Investment Fund August 2008 - June 2009
Volvo Construction Equipment June 2008 - June 2009
Horizon Investments September 2007 - December 2007
Skills
Territory Account..., Product Demonstration, Pricing, Strategy, Analysis, Financial Modeling, Forecasting, Finance, Competitive Analysis, Financial Analysis, Sales, Business Planning, Visual Basic, Economics, Business Strategy, Direct Sales
Education
University of North Carolina at Charlotte 2004 — 2009
Finance, Economics
Hector Mtz's Student Managed Investment Fund Experience August 2013 - Present
Job Financial Analyst at Palenque Management
Industry Investment Management
Experience
Palenque Management September 2014 - Present
Student Managed Investment Fund August 2013 - Present
Bloomberg Insitute August 2013 - Present
H.R. Employment Solutions December 2013 - January 2014
Skills
Bloomberg, Finance, Investments, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Spanish
Education
Texas State University-San Marcos 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General
Texas State University-San Marcos 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General
Palenque Management September 2014 - Present
Student Managed Investment Fund August 2013 - Present
Bloomberg Insitute August 2013 - Present
H.R. Employment Solutions December 2013 - January 2014
Skills
Bloomberg, Finance, Investments, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Spanish
Education
Texas State University-San Marcos 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General
Texas State University-San Marcos 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General
Sydney Battista's Student Managed Investment Fund Experience August 2014 - May 2015
Job Investment Management Analyst at Goldman Sachs
Industry
Experience
Goldman Sachs July 2015 - Present
Student Managed Investment Fund August 2014 - May 2015
Office of Endowments and Investments August 2014 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Wells Fargo Advisors June 2013 - June 2013
Goldman Sachs January 2013 - January 2013
Management 101 Course - Better Wear for Heiter Care August 2012 - December 2012
Education, Sports, Fun (ESF) Summer Camp June 2012 - August 2012
Rothman Institute June 2011 - August 2011
St. Albans Swim and Tennis Club May 2010 - September 2010
Skills
Bloomberg Certified, Budgeting, Account Management, Customer Service, Microsoft Office, Communication, Time Management, Organization, Public Speaking, Analysis, Budgets, Investments, Financial Analysis, Accounting
Education
Bucknell University 2011 — 2015
Bachelor of Science in Business Administration, Accounting and Financial Management
London School of Economics and Political Science 2013 — 2013
Finance
The Episcopal Academy 2004 — 2011
Goldman Sachs July 2015 - Present
Student Managed Investment Fund August 2014 - May 2015
Office of Endowments and Investments August 2014 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Wells Fargo Advisors June 2013 - June 2013
Goldman Sachs January 2013 - January 2013
Management 101 Course - Better Wear for Heiter Care August 2012 - December 2012
Education, Sports, Fun (ESF) Summer Camp June 2012 - August 2012
Rothman Institute June 2011 - August 2011
St. Albans Swim and Tennis Club May 2010 - September 2010
Skills
Bloomberg Certified, Budgeting, Account Management, Customer Service, Microsoft Office, Communication, Time Management, Organization, Public Speaking, Analysis, Budgets, Investments, Financial Analysis, Accounting
Education
Bucknell University 2011 — 2015
Bachelor of Science in Business Administration, Accounting and Financial Management
London School of Economics and Political Science 2013 — 2013
Finance
The Episcopal Academy 2004 — 2011
James Kodi James Kodi's Student Managed Investment Fund Experience August 2015 - Present
Job Financial Services Office Business Advisor Program Intern at EY
Industry
Experience
Student Managed Investment Fund August 2015 - Present
Concourse Fund July 2014 - Present
EY June 2015 - August 2015
Global Healthcare Innovation Management Center June 2013 - December 2014
Coface in North America June 2014 - August 2014
Wildlife Conservation Society October 2012 - December 2012
Monmouth County Reclamation Center January 2012 - April 2012
Education
Fordham University 2012 — 2016
Bachelor of Science (BS), Finance
Monmouth County Academy of Allied Health and Science 2008 — 2012
Student Managed Investment Fund August 2015 - Present
Concourse Fund July 2014 - Present
EY June 2015 - August 2015
Global Healthcare Innovation Management Center June 2013 - December 2014
Coface in North America June 2014 - August 2014
Wildlife Conservation Society October 2012 - December 2012
Monmouth County Reclamation Center January 2012 - April 2012
Education
Fordham University 2012 — 2016
Bachelor of Science (BS), Finance
Monmouth County Academy of Allied Health and Science 2008 — 2012
Jason Kucza Jason Kucza's Student Managed Investment Fund Experience April 2012 - June 2012
Job Financial Analyst
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
First Troop January 2011 - Present
PFM Asset Management January 2014 - September 2014
US Army January 2011 - January 2014
Student Managed Investment Fund April 2012 - June 2012
Griesing Law, LLC September 2010 - December 2010
U.S. Army July 2005 - March 2010
Skills
Factset, Analysis, Finance, Time Management, Investments, Portfolio Management, Strategy, Research, Management, Social Media, Corporate Finance, Managerial Finance, Human Resources, Military, Security Clearance, Microsoft Office, PowerPoint, Microsoft Excel, Economics, Microsoft Word, Logistics
Education
Drexel University 2010 — 2012
Bachelor of Science, Business Administration, Finance
American Military University 2009 — 2009
Austin Peay State University 2007 — 2008
J.P. Morgan September 2014 - Present
First Troop January 2011 - Present
PFM Asset Management January 2014 - September 2014
US Army January 2011 - January 2014
Student Managed Investment Fund April 2012 - June 2012
Griesing Law, LLC September 2010 - December 2010
U.S. Army July 2005 - March 2010
Skills
Factset, Analysis, Finance, Time Management, Investments, Portfolio Management, Strategy, Research, Management, Social Media, Corporate Finance, Managerial Finance, Human Resources, Military, Security Clearance, Microsoft Office, PowerPoint, Microsoft Excel, Economics, Microsoft Word, Logistics
Education
Drexel University 2010 — 2012
Bachelor of Science, Business Administration, Finance
American Military University 2009 — 2009
Austin Peay State University 2007 — 2008
Trey M. Irwin Trey M. Irwin's Student Managed Investment Fund Experience August 2010 - December 2010
Job Examiner at Office of the Comptroller of the Currency
Industry Banking
Experience
Office of the Comptroller of the Currency January 2013 - Present
Raymond James Financial, Inc. October 2011 - December 2012
Student Managed Investment Fund August 2010 - December 2010
Irwin Yacht and Marine Corporation August 2003 - November 2010
Skills
Central Bank Operations, Capital Markets, Investments, Equities, Financial Analysis, Structured Finance, Volcker Rule, Economics, Financial Modeling, Financial Services, Commercial Banking, Asset Management, Risk Management, Bloomberg Terminal, Microsoft Excel, Management, Banking
Education
Florida State University 2006 — 2008
Associate's degree, Economics
Florida International University 2008 — 2010
Bachelors, Finance, Economics
Office of the Comptroller of the Currency January 2013 - Present
Raymond James Financial, Inc. October 2011 - December 2012
Student Managed Investment Fund August 2010 - December 2010
Irwin Yacht and Marine Corporation August 2003 - November 2010
Skills
Central Bank Operations, Capital Markets, Investments, Equities, Financial Analysis, Structured Finance, Volcker Rule, Economics, Financial Modeling, Financial Services, Commercial Banking, Asset Management, Risk Management, Bloomberg Terminal, Microsoft Excel, Management, Banking
Education
Florida State University 2006 — 2008
Associate's degree, Economics
Florida International University 2008 — 2010
Bachelors, Finance, Economics
Brennan Freedle's Student Managed Investment Fund Experience January 2015 - May 2015
Job Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2015 - Present
Student Managed Investment Fund January 2015 - May 2015
Holliday, Fenogilo, Fowler L.P. (HFF) June 2014 - August 2014
Centennial Bank – Your bank for generations. January 2013 - May 2014
Education
Texas Tech University - Rawls College of Business 2010 — 2015
Bachelor of Business Administration (BBA), Finance & International Business; minor in Economics
Texas Tech University
International Busiess, Spanish
Bank of America Merrill Lynch June 2015 - Present
Student Managed Investment Fund January 2015 - May 2015
Holliday, Fenogilo, Fowler L.P. (HFF) June 2014 - August 2014
Centennial Bank – Your bank for generations. January 2013 - May 2014
Education
Texas Tech University - Rawls College of Business 2010 — 2015
Bachelor of Business Administration (BBA), Finance & International Business; minor in Economics
Texas Tech University
International Busiess, Spanish
Jonathan Viscount Jonathan Viscount's Student Managed Investment Fund Experience September 2013 - May 2014
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey July 2015 - Present
Wells Fargo Securities January 2014 - July 2015
University of North Carolina Charlotte September 2013 - June 2014
Student Managed Investment Fund September 2013 - May 2014
Mid-Mark Advisors September 2013 - December 2013
Bank of America June 2013 - August 2013
TIAA-CREF June 2012 - August 2012
R.M. Stark & Co. March 2012 - June 2012
Skills
SAS, Stata, Investments, Financial Analysis, Valuation, Microsoft Excel, Microsoft Office, Customer Service, Data Analysis, Analytics, Management, Investment Banking, Finance, Banking, Forecasting, Equities
Education
University of North Carolina at Charlotte 2012 — 2014
Master of Science, Economics: Finance
Appalachian State University 2007 — 2011
BSBA, Finance and Banking
SunTrust Robinson Humphrey July 2015 - Present
Wells Fargo Securities January 2014 - July 2015
University of North Carolina Charlotte September 2013 - June 2014
Student Managed Investment Fund September 2013 - May 2014
Mid-Mark Advisors September 2013 - December 2013
Bank of America June 2013 - August 2013
TIAA-CREF June 2012 - August 2012
R.M. Stark & Co. March 2012 - June 2012
Skills
SAS, Stata, Investments, Financial Analysis, Valuation, Microsoft Excel, Microsoft Office, Customer Service, Data Analysis, Analytics, Management, Investment Banking, Finance, Banking, Forecasting, Equities
Education
University of North Carolina at Charlotte 2012 — 2014
Master of Science, Economics: Finance
Appalachian State University 2007 — 2011
BSBA, Finance and Banking
Jarrett Galbreath's Student Managed Investment Fund Experience January 2013 - December 2013
Job Audit Associate at Eide Bailly LLP
Industry Accounting
Experience
Eide Bailly LLP January 2014 - Present
Student Managed Investment Fund January 2013 - December 2013
Equity Options Trader January 2013 - December 2013
University of Dayton RISE Forum April 2013 - April 2013
Student Managed Investment Fund August 2012 - December 2012
Student Managed Investment Fund January 2012 - December 2012
PwC July 2012 - July 2012
Eide Bailly LLP May 2012 - May 2012
Gate City Bank June 2010 - December 2011
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Equities, Analysis, Options, Equity Trading, Technical Analysis, Equity Derivatives, Microsoft Word, Index Options, Internal Controls
Education
The University of North Dakota 2009 — 2013
Bachelor of Accountancy and B.B.A. with a Major in Investments
Eide Bailly LLP January 2014 - Present
Student Managed Investment Fund January 2013 - December 2013
Equity Options Trader January 2013 - December 2013
University of Dayton RISE Forum April 2013 - April 2013
Student Managed Investment Fund August 2012 - December 2012
Student Managed Investment Fund January 2012 - December 2012
PwC July 2012 - July 2012
Eide Bailly LLP May 2012 - May 2012
Gate City Bank June 2010 - December 2011
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Equities, Analysis, Options, Equity Trading, Technical Analysis, Equity Derivatives, Microsoft Word, Index Options, Internal Controls
Education
The University of North Dakota 2009 — 2013
Bachelor of Accountancy and B.B.A. with a Major in Investments
Bryan Strobel Bryan Strobel's Student Managed Investment Fund Experience 2010 - May 2011
Job Managing Partner at Strobel & Associates, LLC
Industry Construction
Experience
Strobel & Associates, LLC March 2014 - Present
National Oilwell Varco July 2012 - June 2014
National Oilwell Varco June 2011 - June 2012
Student Managed Investment Fund 2010 - May 2011
USAA June 2010 - August 2010
Texas Country Bank May 2009 - July 2009
Skills
Commissioning, Offshore Drilling, Oil/Gas, Petroleum, Oilfield, Energy Industry, Project Management, Project Delivery, Communication, Workplace Safety, Natural Gas, Oil & Gas Industry, Energy, Gas, Construction, Oil & Gas
Education
Texas State University-San Marcos 2007 — 2011
Business Administration, Finance
Strobel & Associates, LLC March 2014 - Present
National Oilwell Varco July 2012 - June 2014
National Oilwell Varco June 2011 - June 2012
Student Managed Investment Fund 2010 - May 2011
USAA June 2010 - August 2010
Texas Country Bank May 2009 - July 2009
Skills
Commissioning, Offshore Drilling, Oil/Gas, Petroleum, Oilfield, Energy Industry, Project Management, Project Delivery, Communication, Workplace Safety, Natural Gas, Oil & Gas Industry, Energy, Gas, Construction, Oil & Gas
Education
Texas State University-San Marcos 2007 — 2011
Business Administration, Finance
Drake Dill Drake Dill's Student Managed Investment Fund Experience January 2013 - Present
Job SW Florida Properties
Industry Real Estate
Experience
Thunderhook Fly-In's May 2009 - Present
SW Florida Properties January 2013 - Present
Student Managed Investment Fund January 2013 - Present
Global Investment Research Challenge September 2012 - February 2013
Student Managed Investment Fund August 2012 - December 2012
Education
The University of North Dakota 2008 — 2012
Business Management - MBA in Progress
Thunderhook Fly-In's May 2009 - Present
SW Florida Properties January 2013 - Present
Student Managed Investment Fund January 2013 - Present
Global Investment Research Challenge September 2012 - February 2013
Student Managed Investment Fund August 2012 - December 2012
Education
The University of North Dakota 2008 — 2012
Business Management - MBA in Progress
Gregory Giordano Gregory Giordano's Student Managed Investment Fund Experience September 2014 - May 2015
Job Investment Banking Analyst at Sandler O'Neill & Partners, L.P.
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. July 2015 - Present
Berkery, Noyes & Co., LLC February 2014 - June 2015
Student Managed Investment Fund September 2014 - May 2015
St. Augustine Federal Credit Union August 2012 - September 2013
Skills
Mergers & Acquisitions, Investment Banking, Analysis, Equities, Capital IQ, Microsoft Excel, PowerPoint, Financial Modeling, FactSet, Social Media, Finance, Teamwork, Microsoft Office, Financial Analysis, Microsoft Word, Valuation
Education
Fordham University 2011 — 2015
Wheatley
Sandler O'Neill & Partners, L.P. July 2015 - Present
Berkery, Noyes & Co., LLC February 2014 - June 2015
Student Managed Investment Fund September 2014 - May 2015
St. Augustine Federal Credit Union August 2012 - September 2013
Skills
Mergers & Acquisitions, Investment Banking, Analysis, Equities, Capital IQ, Microsoft Excel, PowerPoint, Financial Modeling, FactSet, Social Media, Finance, Teamwork, Microsoft Office, Financial Analysis, Microsoft Word, Valuation
Education
Fordham University 2011 — 2015
Wheatley
Jeffrey Timmons Jeffrey Timmons's Student Managed Investment Fund Experience August 2011 - May 2012
Job Graduate of the University of Georgia
Industry Banking
Experience
Capital Investment Advisors June 2012 - August 2012
Student Managed Investment Fund August 2011 - May 2012
Quinnipiac Global Asset Management Education II Forum March 2012 - March 2012
Wall Street Prep, Inc. February 2012 - February 2012
Global Strategies Investment Management, LLC May 2011 - July 2011
Stealth Manufacturing, LLC June 2011 - June 2011
Skills
Spanish, Arabic, Bloomberg Terminal, Microsoft Excel
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration, Finance, International Business, 3.78
Ameiah Center 2012 — 2013
Arabic Language and Literature
Qasid Institute 2012 — 2013
Arabic Language and Literature
Center for Language and Culture 2010 — 2010
Arabic Language and Literature, A
Instituto San Fernando 2009 — 2009
Spanish Language and Literature, A
Capital Investment Advisors June 2012 - August 2012
Student Managed Investment Fund August 2011 - May 2012
Quinnipiac Global Asset Management Education II Forum March 2012 - March 2012
Wall Street Prep, Inc. February 2012 - February 2012
Global Strategies Investment Management, LLC May 2011 - July 2011
Stealth Manufacturing, LLC June 2011 - June 2011
Skills
Spanish, Arabic, Bloomberg Terminal, Microsoft Excel
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration, Finance, International Business, 3.78
Ameiah Center 2012 — 2013
Arabic Language and Literature
Qasid Institute 2012 — 2013
Arabic Language and Literature
Center for Language and Culture 2010 — 2010
Arabic Language and Literature, A
Instituto San Fernando 2009 — 2009
Spanish Language and Literature, A
Hanna Lee's Student Managed Investment Fund Experience January 2014 - December 2014
Job Global Audit Services Intern at Walmart
Industry Accounting
Experience
Walmart June 2015 - Present
BDO USA, LLP January 2015 - April 2015
ALPFA Technology Group at Florida International University April 2014 - December 2014
Student Managed Investment Fund January 2014 - December 2014
Insurance Exchange of America October 2013 - November 2013
Skills
Accounting, QuickBooks, Finance, Microsoft Office, Bookkeeping, Teamwork, Bloomberg, Financial Accounting, Account Reconciliation, Time Management
Education
Florida International University 2013 — 2015
Bachelor of Accounting
Walmart June 2015 - Present
BDO USA, LLP January 2015 - April 2015
ALPFA Technology Group at Florida International University April 2014 - December 2014
Student Managed Investment Fund January 2014 - December 2014
Insurance Exchange of America October 2013 - November 2013
Skills
Accounting, QuickBooks, Finance, Microsoft Office, Bookkeeping, Teamwork, Bloomberg, Financial Accounting, Account Reconciliation, Time Management
Education
Florida International University 2013 — 2015
Bachelor of Accounting
Ryan Bruce Ryan Bruce's Student Managed Investment Fund Experience August 2010 - May 2011
Job Risk Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2014 - Present
Raymond James Financial Inc. December 2012 - September 2014
Morgan Stanley Smith Barney May 2011 - June 2012
Student Managed Investment Fund August 2010 - May 2011
ICAP January 2009 - October 2009
T-Cellular, Inc. June 2007 - September 2009
The Mobile Solution June 2006 - February 2007
Skills
Investments, Sales, Asset Allocation, Financial Analysis, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Wealth Management, Microsoft Word, Finance, Financial Modeling, Access, Time Management, Fixed Income
Education
University of South Florida 2008 — 2011
Bachelors of Science, Finance
University of South Florida 2008 — 2011
Bachelors of Arts, Economics
Raymond James Financial Inc. September 2014 - Present
Raymond James Financial Inc. December 2012 - September 2014
Morgan Stanley Smith Barney May 2011 - June 2012
Student Managed Investment Fund August 2010 - May 2011
ICAP January 2009 - October 2009
T-Cellular, Inc. June 2007 - September 2009
The Mobile Solution June 2006 - February 2007
Skills
Investments, Sales, Asset Allocation, Financial Analysis, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Wealth Management, Microsoft Word, Finance, Financial Modeling, Access, Time Management, Fixed Income
Education
University of South Florida 2008 — 2011
Bachelors of Science, Finance
University of South Florida 2008 — 2011
Bachelors of Arts, Economics
Sameer Borwankar Sameer Borwankar's Student Managed Investment Fund Experience April 2011 - May 2012
Job Senior Business Analyst
Industry Information Technology and Services
Experience
Cummins Inc. June 2014 - Present
Cummins Inc. June 2012 - May 2014
Student Managed Investment Fund April 2011 - May 2012
Purdue University January 2011 - May 2012
Bajaj Allianz Life Insurance Company Limited July 2011 - August 2011
Infosys July 2006 - July 2010
Skills
Agile Project Management, Financial Analysis, Financial Modeling, Software Project..., Equity Research, Six Sigma, Business Analysis, Project Management, Program Management, Business Process..., Cross-functional Team..., Change Management, Risk Management, Leadership, Management, Forecasting, Portfolio Management, Mergers & Acquisitions, Data Analysis, Analysis, Process Improvement, ITIL, Business Intelligence
Education
Purdue University 2010 — 2012
Master of Business Administration (MBA), Finance, General
Purdue University - Krannert School of Management 2010 — 2012
MBA, Finance
University of Pune 2002 — 2006
Engineering, Mechanical
Cummins Inc. June 2014 - Present
Cummins Inc. June 2012 - May 2014
Student Managed Investment Fund April 2011 - May 2012
Purdue University January 2011 - May 2012
Bajaj Allianz Life Insurance Company Limited July 2011 - August 2011
Infosys July 2006 - July 2010
Skills
Agile Project Management, Financial Analysis, Financial Modeling, Software Project..., Equity Research, Six Sigma, Business Analysis, Project Management, Program Management, Business Process..., Cross-functional Team..., Change Management, Risk Management, Leadership, Management, Forecasting, Portfolio Management, Mergers & Acquisitions, Data Analysis, Analysis, Process Improvement, ITIL, Business Intelligence
Education
Purdue University 2010 — 2012
Master of Business Administration (MBA), Finance, General
Purdue University - Krannert School of Management 2010 — 2012
MBA, Finance
University of Pune 2002 — 2006
Engineering, Mechanical
Brett Gelfand Brett Gelfand's Student Managed Investment Fund Experience August 2012 - May 2013
Job Executive Assistant at Colorado Product Services
Industry Financial Services
Experience
Colorado Product Services June 2015 - Present
Protiviti June 2014 - August 2014
Caterpillar Financial May 2013 - July 2013
Student Managed Investment Fund August 2012 - May 2013
Leech Gary Asset Management May 2012 - August 2012
Campus Protein August 2011 - May 2012
Craze Entertainment August 2008 - January 2011
BC Creations November 2007 - December 2010
Skills
Microsoft Office, Sales, Management, PowerPoint, Entertainment, Financial Analysis, Microsoft Excel, Microsoft Word, Social Media, Entrepreneur, Twitter, Social Networking
Education
University of Georgia - Terry College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.75
Colorado Product Services June 2015 - Present
Protiviti June 2014 - August 2014
Caterpillar Financial May 2013 - July 2013
Student Managed Investment Fund August 2012 - May 2013
Leech Gary Asset Management May 2012 - August 2012
Campus Protein August 2011 - May 2012
Craze Entertainment August 2008 - January 2011
BC Creations November 2007 - December 2010
Skills
Microsoft Office, Sales, Management, PowerPoint, Entertainment, Financial Analysis, Microsoft Excel, Microsoft Word, Social Media, Entrepreneur, Twitter, Social Networking
Education
University of Georgia - Terry College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.75
Arun Lammata's Student Managed Investment Fund Experience August 2013 - December 2013
Job Financial Analyst
Industry Accounting
Experience
Postlethwaite & Netterville October 2014 - Present
Textron Systems March 2014 - September 2014
Student Managed Investment Fund August 2013 - December 2013
Northwestern Mutual May 2013 - December 2013
L'Auberge Casino & Hotel September 2012 - August 2013
Stock-Trak Portfolio Competition August 2012 - November 2012
Tiger TV August 2010 - October 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Leadership, Marketing, Analysis, Sales, Teamwork, Bloomberg Terminal, Outlook, Northwestern Mutual..., Microsoft Office, Social Media, Time Management, Equity Research Analysis, Life Insurance, Disability Insurance, Networking, GAAP, Research
Education
Louisiana State University 2009 — 2013
Bachelor of Science (B.S.), Finance, 3.2 /4.0
University of Sydney 2012 — 2012
Canterbury Episcopal School 1999 — 2009
St. Mark's School of Texas 2006 — 2007
Postlethwaite & Netterville October 2014 - Present
Textron Systems March 2014 - September 2014
Student Managed Investment Fund August 2013 - December 2013
Northwestern Mutual May 2013 - December 2013
L'Auberge Casino & Hotel September 2012 - August 2013
Stock-Trak Portfolio Competition August 2012 - November 2012
Tiger TV August 2010 - October 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Leadership, Marketing, Analysis, Sales, Teamwork, Bloomberg Terminal, Outlook, Northwestern Mutual..., Microsoft Office, Social Media, Time Management, Equity Research Analysis, Life Insurance, Disability Insurance, Networking, GAAP, Research
Education
Louisiana State University 2009 — 2013
Bachelor of Science (B.S.), Finance, 3.2 /4.0
University of Sydney 2012 — 2012
Canterbury Episcopal School 1999 — 2009
St. Mark's School of Texas 2006 — 2007
Christina Zarate Christina Zarate's Student Managed Investment Fund Experience January 2013 - May 2013
Job Analyst, Investor Relations at Permal Group
Industry Financial Services
Experience
Permal Group May 2014 - Present
Permal Group June 2013 - May 2014
St. John's University August 2010 - May 2014
Executive In Residence Program August 2013 - October 2013
Student Managed Investment Fund January 2013 - May 2013
Merrill Lynch December 2012 - January 2013
Coronado Country Club May 2012 - August 2012
Merrill Lynch Financial June 2011 - July 2011
Skills
Mathematics, Microsoft Excel, People Skills, Salesforce.com, Accounting, PowerPoint, Microsoft Word, Financial Analysis, Financial Reporting, Financial Risk, Risk Management, Young People, Data Entry, Enterprise Risk..., Financial Accounting, Valuation, Public Speaking, Microsoft Office, Investments, Social Media, Finance, Equities, Leadership
Education
St. John's University 2010 — 2014
Bachelor of Science (B.S.), Finance, 3.7
Coronado High School
Permal Group May 2014 - Present
Permal Group June 2013 - May 2014
St. John's University August 2010 - May 2014
Executive In Residence Program August 2013 - October 2013
Student Managed Investment Fund January 2013 - May 2013
Merrill Lynch December 2012 - January 2013
Coronado Country Club May 2012 - August 2012
Merrill Lynch Financial June 2011 - July 2011
Skills
Mathematics, Microsoft Excel, People Skills, Salesforce.com, Accounting, PowerPoint, Microsoft Word, Financial Analysis, Financial Reporting, Financial Risk, Risk Management, Young People, Data Entry, Enterprise Risk..., Financial Accounting, Valuation, Public Speaking, Microsoft Office, Investments, Social Media, Finance, Equities, Leadership
Education
St. John's University 2010 — 2014
Bachelor of Science (B.S.), Finance, 3.7
Coronado High School
Daniel S. Wu Daniel S. Wu's Student Managed Investment Fund Experience May 2010 - May 2011
Job Senior Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting August 2011 - Present
AFS Intercultural Programs February 2008 - Present
Bucknell Endowment Office May 2010 - May 2011
Student Managed Investment Fund May 2010 - May 2011
PA Small Business Development Center September 2008 - May 2010
Skills
Data Analysis, SQL, Ruby on Rails, Project Management, Software Requirements, Enterprise Software, Agile Methodologies, Business Requirements, Web Development, R, Data Visualization, Microsoft Excel, Tech Strategy, KYC, AML, Neo4j, SDLC, Tableau, Actimize, Scrum, Strategy, Alternative Investments, Bootstrap Framework, PowerPoint, Management Consulting
Education
Bucknell University 2008 — 2011
Bachelor of Science, Cum Laude, Statistical Mathematics, Economics, 3.6
Bloc.io 2014 — 2015
Full Stack Web Development
Deloitte Consulting August 2011 - Present
AFS Intercultural Programs February 2008 - Present
Bucknell Endowment Office May 2010 - May 2011
Student Managed Investment Fund May 2010 - May 2011
PA Small Business Development Center September 2008 - May 2010
Skills
Data Analysis, SQL, Ruby on Rails, Project Management, Software Requirements, Enterprise Software, Agile Methodologies, Business Requirements, Web Development, R, Data Visualization, Microsoft Excel, Tech Strategy, KYC, AML, Neo4j, SDLC, Tableau, Actimize, Scrum, Strategy, Alternative Investments, Bootstrap Framework, PowerPoint, Management Consulting
Education
Bucknell University 2008 — 2011
Bachelor of Science, Cum Laude, Statistical Mathematics, Economics, 3.6
Bloc.io 2014 — 2015
Full Stack Web Development
Omar Eltorai's Student Managed Investment Fund Experience January 2011 - May 2012
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock July 2013 - Present
Vanguard July 2012 - July 2013
Student Managed Investment Fund January 2011 - May 2012
ECB Capital, LLC January 2011 - August 2011
US Department of the Treasury May 2010 - August 2010
Skills
Bloomberg Terminal, Thomson One, Excel, Equity Valuation, Microsoft Office, Economic Research, Financial Modeling
Education
American University 2008 — 2012
B.S, Business Administration (Finance)
BlackRock July 2013 - Present
Vanguard July 2012 - July 2013
Student Managed Investment Fund January 2011 - May 2012
ECB Capital, LLC January 2011 - August 2011
US Department of the Treasury May 2010 - August 2010
Skills
Bloomberg Terminal, Thomson One, Excel, Equity Valuation, Microsoft Office, Economic Research, Financial Modeling
Education
American University 2008 — 2012
B.S, Business Administration (Finance)
JD Fleming JD Fleming's Student Managed Investment Fund Experience September 2010 - May 2011
Job Associate at Point72 Asset Management
Industry Investment Management
Experience
Point72 Asset Management April 2014 - Present
SAC Capital July 2012 - March 2014
Morgan Stanley January 2012 - July 2012
Richard L. Hanley Associates August 2010 - December 2011
Student Managed Investment Fund September 2010 - May 2011
Morgan Stanley Smith Barney June 2009 - August 2009
Education
Fairfield University 2007 — 2011
B.S., Finance, Economics
Universitat Autònoma de Barcelona 2010 — 2010
Point72 Asset Management April 2014 - Present
SAC Capital July 2012 - March 2014
Morgan Stanley January 2012 - July 2012
Richard L. Hanley Associates August 2010 - December 2011
Student Managed Investment Fund September 2010 - May 2011
Morgan Stanley Smith Barney June 2009 - August 2009
Education
Fairfield University 2007 — 2011
B.S., Finance, Economics
Universitat Autònoma de Barcelona 2010 — 2010
Sean Catlett Sean Catlett's Student Managed Investment Fund Experience April 2008 - May 2009
Job Rising Entrepreneur, Community Facilitator, Motivated ServantLeader
Industry Hospitality
Experience
Independent July 2013 - February 2015
Changchun Christian Glory Church March 2014 - January 2015
English Leader Foreign Language School September 2013 - March 2014
Chick-fil-A Restaurants January 2013 - July 2013
RuChDa Wings September 2011 - January 2013
The University of Georgia Wesley Foundation August 2010 - May 2011
Jilin College of Architecture and Engineering September 2009 - July 2010
Student Managed Investment Fund April 2008 - May 2009
The Gathering Place June 2008 - August 2008
Skills
Mandarin, Chinese Culture, Community Outreach, Microsoft Excel, Training, Business Development, Management, Leadership, Public Speaking, Leadership Development, Time Management, Marketing, Marketing Strategy, Creative Writing, Teaching, New Business Development
Education
Northeast Normal University 2013 — 2014
School of Overseas Education - Chinese, Mandarin Language (Written and Oral), A
University of Georgia - Terry College of Business 2005 — 2009
Bachelor of Business Administration, Banking and Finance
Independent July 2013 - February 2015
Changchun Christian Glory Church March 2014 - January 2015
English Leader Foreign Language School September 2013 - March 2014
Chick-fil-A Restaurants January 2013 - July 2013
RuChDa Wings September 2011 - January 2013
The University of Georgia Wesley Foundation August 2010 - May 2011
Jilin College of Architecture and Engineering September 2009 - July 2010
Student Managed Investment Fund April 2008 - May 2009
The Gathering Place June 2008 - August 2008
Skills
Mandarin, Chinese Culture, Community Outreach, Microsoft Excel, Training, Business Development, Management, Leadership, Public Speaking, Leadership Development, Time Management, Marketing, Marketing Strategy, Creative Writing, Teaching, New Business Development
Education
Northeast Normal University 2013 — 2014
School of Overseas Education - Chinese, Mandarin Language (Written and Oral), A
University of Georgia - Terry College of Business 2005 — 2009
Bachelor of Business Administration, Banking and Finance
Conan Li's Student Managed Investment Fund Experience September 2012 - May 2013
Job Software Investment Professional
Industry Venture Capital & Private Equity
Experience
JMI Equity August 2014 - Present
OTR Global July 2013 - July 2014
Student Managed Investment Fund September 2012 - May 2013
Nomura Securities June 2012 - September 2012
Merrill Lynch May 2011 - August 2011
Skills
Accounting, Bloomberg Terminal, Economics, Valuation, Microsoft Office, Wealth Management, Bloomberg, Microsoft Excel, Data Analysis, Market Research, Microsoft Word, Securities, Financial Services, FINRA, Financial Accounting
Education
Fordham University 2009 — 2013
Bachelor's degree, Finance, 3.5
Trinity Catholic High School 2005 — 2009
JMI Equity August 2014 - Present
OTR Global July 2013 - July 2014
Student Managed Investment Fund September 2012 - May 2013
Nomura Securities June 2012 - September 2012
Merrill Lynch May 2011 - August 2011
Skills
Accounting, Bloomberg Terminal, Economics, Valuation, Microsoft Office, Wealth Management, Bloomberg, Microsoft Excel, Data Analysis, Market Research, Microsoft Word, Securities, Financial Services, FINRA, Financial Accounting
Education
Fordham University 2009 — 2013
Bachelor's degree, Finance, 3.5
Trinity Catholic High School 2005 — 2009
Omar Bhangia's Student Managed Investment Fund Experience August 2010 - November 2011
Job Assistant Vice President, Portfolio Manager at Sabadell Bank & Trust
Industry Investment Management
Experience
Sabadell Bank & Trust November 2013 - Present
Sabadell Bank & Trust December 2011 - November 2013
Crosstree Capital Partners, Inc. August 2011 - November 2011
Student Managed Investment Fund August 2010 - November 2011
Fine Art Wholesalers March 2007 - September 2008
Fine Art Wholesalers April 2005 - February 2007
Park West Gallery April 2001 - January 2005
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Valuation, Equities, Investments, Analysis, Equity Research, Risk Management, Corporate Finance, MS Project, Microsoft Office, Access, Microsoft Excel, Fixed Income, Asset Managment, Research, PowerPoint, Asset Allocation, SQL, Finance, Management, Mutual Funds, Wealth Management, Securities, VBA, Asset Management
Education
University of South Florida 2008 — 2011
B.S, Finance
University of South Florida 2008 — 2011
B.S, Management Information Systems
CFA Level II Candidate
Sabadell Bank & Trust November 2013 - Present
Sabadell Bank & Trust December 2011 - November 2013
Crosstree Capital Partners, Inc. August 2011 - November 2011
Student Managed Investment Fund August 2010 - November 2011
Fine Art Wholesalers March 2007 - September 2008
Fine Art Wholesalers April 2005 - February 2007
Park West Gallery April 2001 - January 2005
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Valuation, Equities, Investments, Analysis, Equity Research, Risk Management, Corporate Finance, MS Project, Microsoft Office, Access, Microsoft Excel, Fixed Income, Asset Managment, Research, PowerPoint, Asset Allocation, SQL, Finance, Management, Mutual Funds, Wealth Management, Securities, VBA, Asset Management
Education
University of South Florida 2008 — 2011
B.S, Finance
University of South Florida 2008 — 2011
B.S, Management Information Systems
CFA Level II Candidate
David Burdick David Burdick's Student Managed Investment Fund Experience September 2012 - December 2013
Job Audit Associate at Deloitte
Industry Financial Services
Experience
Deloitte September 2014 - Present
Dakota Venture Group September 2012 - December 2013
Student Managed Investment Fund September 2012 - December 2013
Deloitte May 2013 - August 2013
Merrill Lynch May 2013 - August 2013
Titan Machinery May 2012 - August 2012
Skills
Investments, Accounting, Private Equity, Venture Capital, Financial Modeling, Equity Research, Due Diligence, Financial Reporting, Security Analysis, Financial Analysis, Business Planning, Value Investing, Leadership, Management, Entrepreneurship, CRM, Microsoft Office, JDE Enterprise One, Peachtree, Corporate Finance, Start-ups
Education
The University of North Dakota 2009 — 2014
Bachelor of Science (BS), Accounting and Finance
University of the Sunshine Coast 2011 — 2011
Studied International Business, Finance, and Accounting
Fargo South High
Fargo South High
Deloitte September 2014 - Present
Dakota Venture Group September 2012 - December 2013
Student Managed Investment Fund September 2012 - December 2013
Deloitte May 2013 - August 2013
Merrill Lynch May 2013 - August 2013
Titan Machinery May 2012 - August 2012
Skills
Investments, Accounting, Private Equity, Venture Capital, Financial Modeling, Equity Research, Due Diligence, Financial Reporting, Security Analysis, Financial Analysis, Business Planning, Value Investing, Leadership, Management, Entrepreneurship, CRM, Microsoft Office, JDE Enterprise One, Peachtree, Corporate Finance, Start-ups
Education
The University of North Dakota 2009 — 2014
Bachelor of Science (BS), Accounting and Finance
University of the Sunshine Coast 2011 — 2011
Studied International Business, Finance, and Accounting
Fargo South High
Fargo South High
Rodolfo Martell's Student Managed Investment Fund Experience 2006 - 2007
Job Managing Director, Portfolio Manager
Industry Financial Services
Experience
Quantitative Management Associates LLC May 2015 - Present
BlackRock December 2009 - April 2015
Barclays Global Investors August 2007 - December 2009
Purdue University June 2004 - July 2007
Student Managed Investment Fund 2006 - 2007
PEMEX 1998 - 1999
Skills
Quantitative Finance, Fixed Income, Hedge Funds, Investment Management, Equity Research
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2005
Ph.D., Finance
Universidad de las Américas, A.C. 1991 — 1996
B.S., Economics
Colegio Humboldt 1976 — 1991
Quantitative Management Associates LLC May 2015 - Present
BlackRock December 2009 - April 2015
Barclays Global Investors August 2007 - December 2009
Purdue University June 2004 - July 2007
Student Managed Investment Fund 2006 - 2007
PEMEX 1998 - 1999
Skills
Quantitative Finance, Fixed Income, Hedge Funds, Investment Management, Equity Research
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2005
Ph.D., Finance
Universidad de las Américas, A.C. 1991 — 1996
B.S., Economics
Colegio Humboldt 1976 — 1991
Christa Register's Student Managed Investment Fund Experience August 2008 - May 2009
Job MBA Candidate at the Fuqua School of Business
Industry Higher Education
Experience
Arabella Advisors May 2015 - July 2015
Arabella Advisors May 2013 - May 2015
BidPal, Inc February 2013 - February 2015
Peace Corps June 2010 - August 2012
Northwestern Mutual May 2008 - May 2010
Student Managed Investment Fund August 2008 - May 2009
STAND: A Student Anti-Genocide Coalition 2007 - 2009
Skills
Wealth Accumulation, Investments, Variable Products, Long Term Care Insurance, Key Person Insurance, Life & Health Insurance..., IRAs, Retirement Planning, Fixed Annuities, Disability Insurance, Retirement, Long-term Care, Life Insurance, Financial Planners, Variable Annuities, Mutual Funds, Training, Finance, Marketing, Grant Writing, Fundraising, Public Relations, Time Management, Management, Nonprofits, Public Speaking
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
University of North Carolina at Charlotte - Belk College of Business 2005 — 2009
BSBA, Finance, concentration in Biology
Arabella Advisors May 2015 - July 2015
Arabella Advisors May 2013 - May 2015
BidPal, Inc February 2013 - February 2015
Peace Corps June 2010 - August 2012
Northwestern Mutual May 2008 - May 2010
Student Managed Investment Fund August 2008 - May 2009
STAND: A Student Anti-Genocide Coalition 2007 - 2009
Skills
Wealth Accumulation, Investments, Variable Products, Long Term Care Insurance, Key Person Insurance, Life & Health Insurance..., IRAs, Retirement Planning, Fixed Annuities, Disability Insurance, Retirement, Long-term Care, Life Insurance, Financial Planners, Variable Annuities, Mutual Funds, Training, Finance, Marketing, Grant Writing, Fundraising, Public Relations, Time Management, Management, Nonprofits, Public Speaking
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
University of North Carolina at Charlotte - Belk College of Business 2005 — 2009
BSBA, Finance, concentration in Biology
Jerry Nowlin's Student Managed Investment Fund Experience August 2009 - May 2010
Job Associate at MSouth Equity Partners
Industry Venture Capital & Private Equity
Experience
MSouth Equity Partners July 2015 - Present
Thomas H. Lee Partners July 2013 - July 2015
Barclays Capital July 2011 - June 2013
Barclays Capital June 2010 - August 2010
Student Managed Investment Fund August 2009 - May 2010
Crow, Shields & Bailey, PC May 2008 - July 2008
Education
The University of Georgia 2007 — 2011
BBA, Finance, Accounting
University of Georgia - Terry College of Business 2006 — 2011
Finance, Accounting
Universitat Autònoma de Barcelona 2009 — 2009
Spanish, Mediterranean Civilization
MSouth Equity Partners July 2015 - Present
Thomas H. Lee Partners July 2013 - July 2015
Barclays Capital July 2011 - June 2013
Barclays Capital June 2010 - August 2010
Student Managed Investment Fund August 2009 - May 2010
Crow, Shields & Bailey, PC May 2008 - July 2008
Education
The University of Georgia 2007 — 2011
BBA, Finance, Accounting
University of Georgia - Terry College of Business 2006 — 2011
Finance, Accounting
Universitat Autònoma de Barcelona 2009 — 2009
Spanish, Mediterranean Civilization
Christian Nielsen, CFA's Student Managed Investment Fund Experience August 2008 - May 2009
Job Investment Analyst at Fiduciary Counselling Inc
Industry Investment Management
Experience
Fiduciary Counselling Inc December 2013 - Present
Fiduciary Counselling Inc August 2011 - December 2013
Federated Investors July 2009 - August 2011
Arthur Ventures March 2009 - May 2009
Student Managed Investment Fund August 2008 - May 2009
Arctic Information Technology May 2008 - August 2008
Wells Fargo Bank March 2007 - April 2008
Robert W. Olson Farm May 1998 - October 2006
Edward Jones September 2004 - August 2005
Skills
Financial Modeling, Investments, Valuation, Equities, Economics, Bloomberg, Asset Allocation, Equity Research, Mutual Funds, Hedge Funds, Portfolio Management, Equity Valuation, Securities, Alternative Investments, Investment Management
Education
North Dakota State University 2005 — 2009
B.S., Finance, 4.0
Fiduciary Counselling Inc December 2013 - Present
Fiduciary Counselling Inc August 2011 - December 2013
Federated Investors July 2009 - August 2011
Arthur Ventures March 2009 - May 2009
Student Managed Investment Fund August 2008 - May 2009
Arctic Information Technology May 2008 - August 2008
Wells Fargo Bank March 2007 - April 2008
Robert W. Olson Farm May 1998 - October 2006
Edward Jones September 2004 - August 2005
Skills
Financial Modeling, Investments, Valuation, Equities, Economics, Bloomberg, Asset Allocation, Equity Research, Mutual Funds, Hedge Funds, Portfolio Management, Equity Valuation, Securities, Alternative Investments, Investment Management
Education
North Dakota State University 2005 — 2009
B.S., Finance, 4.0
Chak To Lau's Student Managed Investment Fund Experience March 2009 - Present
Job Author, the Mimis Group
Industry Research
Experience
Sidoxia Capital Management March 2009 - Present
Student Managed Investment Fund March 2009 - Present
Investment Lecturer Ethan Namvar, UC Irvine January 2009 - June 2009
The Prudential Assurance Co. Ltd. January 2007 - May 2007
Education
University of California, Irvine 2007 — 2009
BA, Business Economics
University of California, Irvine 2007 — 2009
Minor, Management
Sidoxia Capital Management March 2009 - Present
Student Managed Investment Fund March 2009 - Present
Investment Lecturer Ethan Namvar, UC Irvine January 2009 - June 2009
The Prudential Assurance Co. Ltd. January 2007 - May 2007
Education
University of California, Irvine 2007 — 2009
BA, Business Economics
University of California, Irvine 2007 — 2009
Minor, Management
Dennis Mina's Student Managed Investment Fund Experience August 2012 - May 2013
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2015 - Present
JPMorgan Chase July 2014 - August 2015
Grant Thornton LLP January 2014 - March 2014
Union State Bank April 2013 - January 2014
ALPFA August 2013 - December 2013
Student Managed Investment Fund August 2012 - May 2013
Chase June 2009 - April 2013
Wells Fargo December 2007 - May 2009
Skills
Banking, Customer Service, Excel, Word, PowerPoint, Customer Satisfaction, Microsoft Office, Retail, Microsoft Word, Microsoft Excel, Analysis, Leadership, Credit, Investments, Management, Portfolio Management, Financial Analysis, Finance, Accounting, Time Management, Financial Services, Financial Modeling, Teamwork
Education
Texas State University-San Marcos 2011 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance, 3.6
Austin Community College 2009 — 2011
Associate of Science (AS), Finance
Goldman Sachs August 2015 - Present
JPMorgan Chase July 2014 - August 2015
Grant Thornton LLP January 2014 - March 2014
Union State Bank April 2013 - January 2014
ALPFA August 2013 - December 2013
Student Managed Investment Fund August 2012 - May 2013
Chase June 2009 - April 2013
Wells Fargo December 2007 - May 2009
Skills
Banking, Customer Service, Excel, Word, PowerPoint, Customer Satisfaction, Microsoft Office, Retail, Microsoft Word, Microsoft Excel, Analysis, Leadership, Credit, Investments, Management, Portfolio Management, Financial Analysis, Finance, Accounting, Time Management, Financial Services, Financial Modeling, Teamwork
Education
Texas State University-San Marcos 2011 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance, 3.6
Austin Community College 2009 — 2011
Associate of Science (AS), Finance
Rahul Sukheja's Student Managed Investment Fund Experience January 2010 - August 2011
Job CFA Level 2 Candidate
Industry Financial Services
Experience
Cardinal Health 2013 - 2014
Cardinal Health 2013 - 2014
Cleveland State University January 2013 - September 2013
Stark Enterprises August 2012 - January 2013
Cleveland State University August 2012 - December 2012
Thomas Roulston Investment Partners, Inc. March 2012 - May 2012
CFA Society of Cleveland 2011 - 2012
Cleveland State University August 2010 - December 2011
Student Managed Investment Fund January 2010 - August 2011
Highland Consulting Associates October 2010 - December 2010
Skills
Data Analysis, Microsoft Excel, Financial Analysis, SAS, Statistics, Economics, Access, Valuation, Analysis, VBA, Equity Research Analysis, Financial Reporting, Portfolio Management, Investments, Finance, Financial Modeling
Education
Cleveland State University 2008 — 2011
Master, Business Administration; Finance
Ranidurgavati University 2002 — 2008
Master of Arts, Economics
Ranidurgavati University
Bachelor of Science, Computer Science
Cardinal Health 2013 - 2014
Cardinal Health 2013 - 2014
Cleveland State University January 2013 - September 2013
Stark Enterprises August 2012 - January 2013
Cleveland State University August 2012 - December 2012
Thomas Roulston Investment Partners, Inc. March 2012 - May 2012
CFA Society of Cleveland 2011 - 2012
Cleveland State University August 2010 - December 2011
Student Managed Investment Fund January 2010 - August 2011
Highland Consulting Associates October 2010 - December 2010
Skills
Data Analysis, Microsoft Excel, Financial Analysis, SAS, Statistics, Economics, Access, Valuation, Analysis, VBA, Equity Research Analysis, Financial Reporting, Portfolio Management, Investments, Finance, Financial Modeling
Education
Cleveland State University 2008 — 2011
Master, Business Administration; Finance
Ranidurgavati University 2002 — 2008
Master of Arts, Economics
Ranidurgavati University
Bachelor of Science, Computer Science
Thomas J. Davies's Student Managed Investment Fund Experience August 2009 - May 2011
Job AVP; Financial Center Manager II
Industry Banking
Experience
Bank of America December 2014 - Present
Bank of America June 2012 - December 2014
Hertz October 2011 - June 2012
SAM'S CLUB INC November 2007 - October 2011
STUDENT MANAGED INVESTMENT FUND August 2009 - May 2011
Skills
Excel, Word, PowerPoint, Access, Sales Management, Marketing Management, Financial Analysis, Operations Management, Brand Loyalty, Risk Management, Budget Management
Education
State University of New York College at Geneseo 2009 — 2011
BS, Business Administration, 3.45
Dutchess Community College 2006 — 2008
Bank of America December 2014 - Present
Bank of America June 2012 - December 2014
Hertz October 2011 - June 2012
SAM'S CLUB INC November 2007 - October 2011
STUDENT MANAGED INVESTMENT FUND August 2009 - May 2011
Skills
Excel, Word, PowerPoint, Access, Sales Management, Marketing Management, Financial Analysis, Operations Management, Brand Loyalty, Risk Management, Budget Management
Education
State University of New York College at Geneseo 2009 — 2011
BS, Business Administration, 3.45
Dutchess Community College 2006 — 2008
Piero Sandoval's Student Managed Investment Fund Experience August 2010 - August 2011
Job Marketing Representative at State Farm
Industry Financial Services
Experience
State Farm 2012 - Present
Viasystems, Inc July 2009 - September 2011
Student Managed Investment Fund August 2010 - August 2011
49er Shops July 2008 - July 2009
49er Shops September 2007 - May 2008
Education
California State University-Long Beach - College of Business Administration 2006 — 2012
Bachelor of Business Administration (B.S.), Finance and Financial Management Services
State Farm 2012 - Present
Viasystems, Inc July 2009 - September 2011
Student Managed Investment Fund August 2010 - August 2011
49er Shops July 2008 - July 2009
49er Shops September 2007 - May 2008
Education
California State University-Long Beach - College of Business Administration 2006 — 2012
Bachelor of Business Administration (B.S.), Finance and Financial Management Services
Pubbens Clermont's Student Managed Investment Fund Experience August 2012 - Present
Job Double Major in Finance and Management Information Systems* at Florida International University
Industry Higher Education
Experience
Student Managed Investment Fund August 2012 - Present
World Fuel Services June 2012 - August 2012
Phoenician Investment Fund January 2011 - January 2012
Boys and Girls Club of Broward County January 2008 - May 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Education
Florida International University
Bachelor of Business Administration, Finance; Management Information Systems
Student Managed Investment Fund August 2012 - Present
World Fuel Services June 2012 - August 2012
Phoenician Investment Fund January 2011 - January 2012
Boys and Girls Club of Broward County January 2008 - May 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Education
Florida International University
Bachelor of Business Administration, Finance; Management Information Systems
Harsh Panchamia's Student Managed Investment Fund Experience January 2012 - May 2012
Job Electric Trading Analyst at Golden Spread Electric Cooperative, Inc.
Industry Oil & Energy
Experience
Golden Spread Electric Cooperative, Inc. September 2014 - Present
Tucson Electric Power February 2014 - August 2014
ACES Power Marketing August 2012 - January 2014
Student Managed Investment Fund January 2012 - May 2012
Walmart June 2009 - May 2012
Walgreens January 2007 - July 2009
Stenocall August 2006 - January 2007
Skills
Bloomberg Terminal, Equities, Portfolio Management, Trading, Power Trading, Hedging, Asset Management, Power Generation, CAISO, Commodity Markets, Power Transmission, SPP, ERCOT, Congestion Management, Renewable Energy..., Fuel Management, Microsoft Excel, WECC
Education
Texas Tech University - Rawls College of Business 2010 — 2012
MS, Finance
Texas Tech University - Rawls College of Business 2006 — 2010
BBA, Finance
Golden Spread Electric Cooperative, Inc. September 2014 - Present
Tucson Electric Power February 2014 - August 2014
ACES Power Marketing August 2012 - January 2014
Student Managed Investment Fund January 2012 - May 2012
Walmart June 2009 - May 2012
Walgreens January 2007 - July 2009
Stenocall August 2006 - January 2007
Skills
Bloomberg Terminal, Equities, Portfolio Management, Trading, Power Trading, Hedging, Asset Management, Power Generation, CAISO, Commodity Markets, Power Transmission, SPP, ERCOT, Congestion Management, Renewable Energy..., Fuel Management, Microsoft Excel, WECC
Education
Texas Tech University - Rawls College of Business 2010 — 2012
MS, Finance
Texas Tech University - Rawls College of Business 2006 — 2010
BBA, Finance
Sean Xia's Student Managed Investment Fund Experience November 2013 - December 2014
Job Student at California State Polytechnic UniversityPomona
Industry Financial Services
Experience
Student Managed Investment Fund November 2013 - December 2014
Cal Poly Pomona March 2012 - December 2012
Marriott Vacations Worldwide Corporation June 2012 - September 2012
Marriott International June 2011 - September 2011
The Eton Hotel Shanghai June 2010 - September 2010
Skills
Finance, Stock Market, Capital Markets, Hospitality, Food & Beverage, Hotels, Hospitality Industry, Restaurants, Hotel Management, PowerPoint, Microsoft Word, Customer Service
Education
California State Polytechnic University-Pomona 2008 — 2016
Bachelor of Science (B.S.), Finance
California State Polytechnic University-Pomona 2008 — 2014
Bachelor of Science (B.S.), Hospitality Administration/Management
Student Managed Investment Fund November 2013 - December 2014
Cal Poly Pomona March 2012 - December 2012
Marriott Vacations Worldwide Corporation June 2012 - September 2012
Marriott International June 2011 - September 2011
The Eton Hotel Shanghai June 2010 - September 2010
Skills
Finance, Stock Market, Capital Markets, Hospitality, Food & Beverage, Hotels, Hospitality Industry, Restaurants, Hotel Management, PowerPoint, Microsoft Word, Customer Service
Education
California State Polytechnic University-Pomona 2008 — 2016
Bachelor of Science (B.S.), Finance
California State Polytechnic University-Pomona 2008 — 2014
Bachelor of Science (B.S.), Hospitality Administration/Management
Lucy Wise's Student Managed Investment Fund Experience April 2012 - May 2013
Job BAAM Analyst The Blackstone Group
Industry Investment Management
Experience
The Blackstone Group December 2014 - Present
Moelis & Company June 2013 - December 2014
Student Managed Investment Fund April 2012 - May 2013
University of Richmond September 2009 - May 2013
University of Richmond Robins School of Business 2012 - 2013
Career Development Center 2011 - 2013
Moelis & Company June 2012 - August 2012
Barclays Capital January 2012 - 2012
Bank of America November 2011 - November 2011
Merrill Lynch June 2011 - August 2011
Skills
Investment Banking, Investments, Series 7, Series 79, Series 63
Education
University of Richmond - Robins School of Business 2009 — 2013
BSBA, Finance, Leadership Studies
University of Richmond
University of Richmond - Jepson School of Leadership Studies
The Blackstone Group December 2014 - Present
Moelis & Company June 2013 - December 2014
Student Managed Investment Fund April 2012 - May 2013
University of Richmond September 2009 - May 2013
University of Richmond Robins School of Business 2012 - 2013
Career Development Center 2011 - 2013
Moelis & Company June 2012 - August 2012
Barclays Capital January 2012 - 2012
Bank of America November 2011 - November 2011
Merrill Lynch June 2011 - August 2011
Skills
Investment Banking, Investments, Series 7, Series 79, Series 63
Education
University of Richmond - Robins School of Business 2009 — 2013
BSBA, Finance, Leadership Studies
University of Richmond
University of Richmond - Jepson School of Leadership Studies
Calder Powel's Student Managed Investment Fund Experience January 2015 - Present
Job Senior Management, Compliance at Student Managed Investment Fund
Industry Financial Services
Experience
Student Managed Investment Fund January 2015 - Present
Skills
Financial Analysis, Project Management, Information Systems, Marketing, Investment Management, Risk Management, Financial Accounting, Stock Trading
Education
Stevens Institute of Technology 2010 — 2015
Bachelor's Degree, Business and Technology, Senior
Blair Academy
Student Managed Investment Fund January 2015 - Present
Skills
Financial Analysis, Project Management, Information Systems, Marketing, Investment Management, Risk Management, Financial Accounting, Stock Trading
Education
Stevens Institute of Technology 2010 — 2015
Bachelor's Degree, Business and Technology, Senior
Blair Academy
Erich Edelen's Student Managed Investment Fund Experience August 2010 - December 2011
Job Claims Analyst, P&N
Industry Accounting
Experience
Postlethwaite & Netterville August 2014 - Present
Louisiana Legislative Auditor February 2013 - July 2014
Amedisys July 2012 - December 2012
Department of Finance May 2010 - June 2012
Veritas Wealth December 2011 - January 2012
Student Managed Investment Fund August 2010 - December 2011
Grand Cinema October 2006 - June 2010
LSU Foreign Language Lab August 2008 - May 2010
Skills
PowerPoint, Microsoft Excel, Analysis, Lotus Notes, TeamMate, Excel, Word, Bloomberg, Microsoft Office, Performance Auditing, Microsoft MapPoint, Factset, Data Analysis, Valuation, Financial Analysis, Market Research, Financial Modeling, Accounting, Corporate Finance, Microsoft Word, Finance, Access
Education
Louisiana State University 2011 — 2012
Masters of Science, Finance
Louisiana State University 2007 — 2011
Bachelors of Science, Finance
Postlethwaite & Netterville August 2014 - Present
Louisiana Legislative Auditor February 2013 - July 2014
Amedisys July 2012 - December 2012
Department of Finance May 2010 - June 2012
Veritas Wealth December 2011 - January 2012
Student Managed Investment Fund August 2010 - December 2011
Grand Cinema October 2006 - June 2010
LSU Foreign Language Lab August 2008 - May 2010
Skills
PowerPoint, Microsoft Excel, Analysis, Lotus Notes, TeamMate, Excel, Word, Bloomberg, Microsoft Office, Performance Auditing, Microsoft MapPoint, Factset, Data Analysis, Valuation, Financial Analysis, Market Research, Financial Modeling, Accounting, Corporate Finance, Microsoft Word, Finance, Access
Education
Louisiana State University 2011 — 2012
Masters of Science, Finance
Louisiana State University 2007 — 2011
Bachelors of Science, Finance
Cady Jones's Student Managed Investment Fund Experience March 2013 - May 2014
Job Student at The University of Georgia
Industry Financial Services
Experience
Student Managed Investment Fund March 2013 - May 2014
Duff & Phelps January 2013 - May 2014
BTIG, LLC 2014 - 2014
J.P. Morgan June 2013 - August 2013
AIESEC at The University of Georgia August 2011 - April 2012
Skills
Fluent in Japanese, International Sales, Sales Management, Sales, Public Speaking, Event Planning, Recruiting, Account Management, Leadership, Investment Banking, Financial Modeling, Portfolio Management, Chinese, Trading Strategies, Equity Research, Fixed Income
Education
The University of Georgia 2011 — 2015
B.C, Mathematics, 3.5
University of Georgia - Terry College of Business 2011 — 2015
B.B.A, Finance, 3.5
Boston College 2013 — 2013
BS, Accounting
Student Managed Investment Fund March 2013 - May 2014
Duff & Phelps January 2013 - May 2014
BTIG, LLC 2014 - 2014
J.P. Morgan June 2013 - August 2013
AIESEC at The University of Georgia August 2011 - April 2012
Skills
Fluent in Japanese, International Sales, Sales Management, Sales, Public Speaking, Event Planning, Recruiting, Account Management, Leadership, Investment Banking, Financial Modeling, Portfolio Management, Chinese, Trading Strategies, Equity Research, Fixed Income
Education
The University of Georgia 2011 — 2015
B.C, Mathematics, 3.5
University of Georgia - Terry College of Business 2011 — 2015
B.B.A, Finance, 3.5
Boston College 2013 — 2013
BS, Accounting
Allina Pokorny's Student Managed Investment Fund Experience January 2009 - May 2009
Job Planning Analyst Williston & Piceance at Oxy
Industry Oil & Energy
Experience
Oxy April 2015 - Present
Oxy March 2013 - April 2015
Oxy November 2011 - February 2013
Oxy January 2010 - October 2011
Student Managed Investment Fund January 2009 - May 2009
Skills
Analysis, Oracle Discoverer, Accounting, Financial Reporting, Hyperion Enterprise, Hyperion, Sarbanes-Oxley Act, Oracle R12 Financials, PEEP, Oracle SQL, Spotfire, Access, Hyperion HFM, Oracle Project..., Oracle PL/SQL..., Smartview, Intercompany, Microsoft Office, Citrix, Financial Analysis, General Ledger, Account Reconciliation, Finance, Internal Controls, Financial Accounting
Education
Texas Tech University - Rawls College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Texas Tech University - Rawls College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Oxy April 2015 - Present
Oxy March 2013 - April 2015
Oxy November 2011 - February 2013
Oxy January 2010 - October 2011
Student Managed Investment Fund January 2009 - May 2009
Skills
Analysis, Oracle Discoverer, Accounting, Financial Reporting, Hyperion Enterprise, Hyperion, Sarbanes-Oxley Act, Oracle R12 Financials, PEEP, Oracle SQL, Spotfire, Access, Hyperion HFM, Oracle Project..., Oracle PL/SQL..., Smartview, Intercompany, Microsoft Office, Citrix, Financial Analysis, General Ledger, Account Reconciliation, Finance, Internal Controls, Financial Accounting
Education
Texas Tech University - Rawls College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Texas Tech University - Rawls College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Joseph Toledo's Student Managed Investment Fund Experience December 2012 - May 2013
Job Authentics Program Coordinator at Miami Marlins Baseball Club
Industry Sports
Experience
Miami Marlins Baseball Club January 2014 - Present
Student Managed Investment Fund December 2012 - May 2013
Alpha Delta Gamma National Fraternity - Psi Chapter May 2012 - May 2013
Business Club December 2011 - May 2012
Delta Epsion Iota Honor Society December 2011 - May 2012
Alpha Delta Gamma National Fraternity - Psi Chapter May 2011 - May 2012
City of Miami Beach May 2010 - August 2010
Skills
Management, Fundraising, Public Speaking, Leadership, Time Management, Microsoft Office, Recruiting, Networking, Equity Valuation, Equity Research, Training, Team Leadership, Fundamental Analysis, Financial Statement..., Financial Analysis, Financial Modeling, Business Planning, Client Relations, Customer Service, Retail Sales, Program Development, Social Networking, Team Management, Event Planning, Finance, Teamwork, Microsoft Excel, Marketing, Data Analysis, Research, PowerPoint
Education
Barry University 2009 — 2013
Bachelor of Science in Business Administration, Management & Finance, 3.88
Miami Marlins Baseball Club January 2014 - Present
Student Managed Investment Fund December 2012 - May 2013
Alpha Delta Gamma National Fraternity - Psi Chapter May 2012 - May 2013
Business Club December 2011 - May 2012
Delta Epsion Iota Honor Society December 2011 - May 2012
Alpha Delta Gamma National Fraternity - Psi Chapter May 2011 - May 2012
City of Miami Beach May 2010 - August 2010
Skills
Management, Fundraising, Public Speaking, Leadership, Time Management, Microsoft Office, Recruiting, Networking, Equity Valuation, Equity Research, Training, Team Leadership, Fundamental Analysis, Financial Statement..., Financial Analysis, Financial Modeling, Business Planning, Client Relations, Customer Service, Retail Sales, Program Development, Social Networking, Team Management, Event Planning, Finance, Teamwork, Microsoft Excel, Marketing, Data Analysis, Research, PowerPoint
Education
Barry University 2009 — 2013
Bachelor of Science in Business Administration, Management & Finance, 3.88