Student Managed Investment Fund, LLC
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Student Managed Investment Fund, LLC Employees
Southern Company September 2015 - Present
Georgia Power Company May 2015 - September 2015
Southern Company October 2014 - May 2015
Cobb County Schools August 2010 - October 2014
Student Managed Investment Fund LLC August 2013 - December 2013
KSU Disc Golf Team August 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking
Education
Kennesaw State University 2010 — 2014
Bachelor's Degree, Finance
Caterpillar Financial February 2015 - Present
Invesco US October 2014 - January 2015
Student Managed Investment Fund LLC August 2014 - December 2014
Capital Management Advisors June 2014 - August 2014
First International Bank May 2013 - August 2013
Skills
Corporate Finance, Banking, Teamwork, Microsoft Office, Microsoft Word, PowerPoint, Financial Analysis, Microsoft Excel, Financial Services, Bloomberg, Investment Banking, Finance, Customer Service, Management, Public Speaking, Analysis, Team Leadership, Investments, Economics
Education
Kennesaw State University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Baruch College, City University of New York (CUNY)
The Pi Kappa Alpha Fraternity August 2013 - Present
Student Managed Investment Fund LLC January 2013 - May 2014
Kennesaw State University July 2013 - January 2014
Maggie Moo's Ice Cream and Treatery June 2011 - August 2012
Trojan Campus Shop August 2010 - May 2012
Education
Kennesaw State University 2012 — 2016
Finance, Junior
Kennesaw State University 2012 — 2016
Finance, General
YETI Coolers August 2015 - Present
YETI Coolers August 2014 - July 2015
The Golf Club of Georgia May 2008 - July 2014
Oppenheimer & Co. August 2012 - November 2012
Student Managed Investment Fund LLC. January 2012 - August 2012
Logging Industry June 2003 - December 2008
Phoenix Fitness Inc. January 2006 - April 2008
Skills
Investments, Financial Analysis, Equities, Microsoft Excel, Financial Reporting, Financial Modeling, Sales, Finance, Sales Management, Analysis, Banking, Customer Service, Forecasting, Marketing Strategy
Education
Kennesaw State University 2009 — 2013
Bachelor of Business Administration, Finance
Sequoyah High School 1998 — 2002
Diploma
Domain Capital Advisors LLC July 2015 - Present
Student Managed Investment Fund, LL December 2014 - Present
Invesco US June 2014 - May 2015
Student Managed Investment Fund, LLC May 2014 - December 2014
Kennesaw State University School of Accountnacy September 2012 - August 2014
Student Managed Investment Fund, LLC 2013 - May 2014
Rotary International August 2011 - May 2012
Skills
Leadership, Analysis, Spanish, Research, Teamwork, Microsoft Office, Microsoft Excel, Public Speaking, Customer Service, Event Planning, Time Management, Higher Education, Data Entry, Fundraising, Community Outreach, Nonprofits, Public Relations, Corporate Finance, DCF Valuation, Equity Valuation, Problem Solving, Financial Analysis
Education
Kennesaw State University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Colegio Karl C. Parrish 1996 — 2011
SunTrust Robinson Humphrey June 2014 - Present
IndustryPro October 2013 - May 2014
INVISTA February 2013 - May 2014
Student Managed Investment Fund LLC January 2013 - May 2014
Sherwin-Williams Paints July 2010 - February 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking, Account Management, Advertising, Time Management, Business Process..., Strategic Planning, Spanish, Inventory Management, Business Planning, Supply Chain, Sales, Team Leadership, Customer Satisfaction, Analysis, Financial Analysis, Management, Forecasting, Bloomberg Terminal, Financial Modeling, Access, Budgets, Leadership
Education
Kennesaw State University 2010 — 2014
Bachelor's Degree, Finance, General
The Home Depot May 2015 - Present
PGi July 2014 - May 2015
AirWatch by VMware April 2013 - July 2014
AirWatch by VMware November 2013 - February 2014
AirWatch by VMware January 2013 - April 2013
Student Managed Investment Fund LLC August 2012 - January 2013
AirWatch by VMware May 2012 - August 2012
Student Managed Investment Fund LLC December 2011 - May 2012
Kennesaw State University January 2010 - May 2012
UniCredit Bank Austria AG June 2010 - September 2010
Skills
Leadership, Microsoft Excel, Financial Analysis, Management, Access, Finance, Analysis, Project Management, Bloomberg Terminal, Business Strategy, Business Analysis, Financial Modeling, Business Intelligence, Data Analysis, Quality Assurance, Team Leadership, SPSS, Visual Studio, Quantitative Analytics, Salesforce.com, Forecasting, SQL, Databases, VBA, Financial Reporting, Financial Forecasting, Analytics, Visual Basic, Tableau
Education
Kennesaw State University - Michael J. Coles College of Business 2009 — 2013
Bachelor of Business Administration, Finance
Vienna Bilingual High School
SPI (Software Paradigms International) June 2012 - Present
India China and America Institute February 2012 - July 2013
Student Managed Investment Fund, LLC August 2012 - December 2012
Student Managed Investment Fund, LLC August 2010 - July 2012
Asian Pacific Economic Cooperation APEC June 2012 - June 2012
Fruition LTD May 2012 - June 2012
C4 Capital Markets, LLC December 2011 - February 2012
SnackLite Healthy Vending 2011 - 2012
American-Israel Chamber of Commerce, SE May 2011 - August 2011
Skills
Strategy, Leadership, Entrepreneurship, Start-ups, Mergers & Acquisitions, Bloomberg, Team Leadership, Financial Modeling, Venture Capital, Strategic Partnerships, Valuation, Capital Budgeting, Business Strategy, Investments, Corporate Finance, Due Diligence, Management, Corporate Development, Marketing, Business Analysis, SaaS, Budgets, Market Research, Marketing Strategy, Negotiation, Financial Analysis, Strategic Planning, Balanced Scorecard, IT M&A, M&A analysis, Bloomberg Terminal, Project Management, Portfolio Management, Business Development, Management Consulting, Analysis, mergers and acquisitions, Private Equity
Education
New York University - Leonard N. Stern School of Business 2014 — 2014
Executive Education, Business Valuation
Shanghai International Studies University 2011 — 2011
Bachelor of Business Administration (BBA), Economics
Kennesaw State University 2007 — 2012
BBA, Finance
MedAssets August 2013 - Present
Student Managed Investment Fund, LLC January 2013 - May 2013
BioSense Medical Devices January 2013 - May 2013
Forrer & Associates January 2013 - May 2013
Student Managed Investment Fund, LLC June 2012 - December 2012
Kennesaw State University Global Admissions September 2010 - December 2012
Student Managed Investment Fund, LLC January 2012 - June 2012
Inducol May 2010 - August 2010
Skills
Investments, Financial Analysis, Financial Statements, Financial Reporting, Bloomberg, Microsoft Office, Microsoft Word, Microsoft Excel, Leadership, Spanish, Management, PowerPoint, Research, Strategic Planning, Analysis, Finance, Strategy, Sales
Education
Kennesaw State University - Michael J. Coles College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 4.0
Deutsche Bank June 2015 - Present
Simon Investment Fund August 2014 - June 2015
University of Rochester August 2014 - May 2015
TEB BNP Paribas 2014 - 2014
HDH Advisors, LLC August 2013 - November 2013
Oppenheimer & Co. June 2013 - August 2013
Student Managed Investment Fund LLC August 2012 - August 2013
Northwestern Mutual May 2012 - May 2013
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Time Management, Financial Statements, Investment Banking, Licensed Life Insurance..., Insurance, Investments, Mergers & Acquisitions
Education
University of Rochester 2014 — 2015
Master of Finance, Banking, Corporate, Finance
Kennesaw State University - Michael J. Coles College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General; Accounting Minor, 3.90 GPA
Walton High School 2006 — 2009
E*TRADE Financial Corporation February 2014 - Present
Henssler Financial January 2012 - December 2012
Student Managed Investment Fund, LLC September 2011 - December 2012
Skills
Financial Analysis, Investments, Portfolio Management, Equities, Bloomberg Terminal, Microsoft Excel, Finance, Microsoft Office, Mutual Funds, Management, Strategic Financial..., Bloomberg, Budgets, Research, Financial Modeling, Wealth Management, Asset Allocation
Education
University of Georgia - Terry College of Business 2015 — 2017
Master of Business Administration (MBA), Economics
Kennesaw State University - Michael J. Coles College of Business 2011 — 2012
Bachelor of Business Administration (BBA), Finance
Valdosta State University 2008 — 2011
Bachelor of Business Administration (BBA), Finance