Student Managed Investment Fund (SMIF)
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Student Managed Investment Fund (SMIF) Employees
Employee
Years
Job
Industry
Binderiya Altangerel Binderiya Altangerel's Student Managed Investment Fund (SMIF) Experience August 2013 - May 2014
Job Portfolio Manager and Equity Analyst at California State University, Long Beach
Industry Higher Education
Experience
Mayer M&J INC November 2014 - Present
Student Managed Investment Fund (SMIF) August 2013 - May 2014
Altan Dornod LLC December 2013 - January 2014
Skills
Mac OS X Server, Windows, Microsoft Office, Customer Service, Cross-functional Team..., Event Planning, Fundraising, Employee Training, Business Communications, Networking, Creative Arts, Qualitative Research, Investment Strategies, Analysis, Portfolio Management, Microsoft Excel, Microsoft Word, Management, Finance, Financial Analysis, Teamwork, PowerPoint, Public Speaking, Leadership
Education
California State University-Long Beach 2012 — 2014
Bachelor of Science (BS), Finance
City College of San Francisco 2009 — 2012
General Education & Lower Division Business Courses
Mayer M&J INC November 2014 - Present
Student Managed Investment Fund (SMIF) August 2013 - May 2014
Altan Dornod LLC December 2013 - January 2014
Skills
Mac OS X Server, Windows, Microsoft Office, Customer Service, Cross-functional Team..., Event Planning, Fundraising, Employee Training, Business Communications, Networking, Creative Arts, Qualitative Research, Investment Strategies, Analysis, Portfolio Management, Microsoft Excel, Microsoft Word, Management, Finance, Financial Analysis, Teamwork, PowerPoint, Public Speaking, Leadership
Education
California State University-Long Beach 2012 — 2014
Bachelor of Science (BS), Finance
City College of San Francisco 2009 — 2012
General Education & Lower Division Business Courses
Katherine Brockett Katherine Brockett's Student Managed Investment Fund (SMIF) Experience August 2013 - August 2014
Job Business Analyst at Pilot Media: The VirginianPilot, PilotOnline.com, Pilot Targeted Media
Industry Financial Services
Experience
Pilot Media: The Virginian-Pilot, PilotOnline.com, Pilot Targeted Media November 2014 - Present
Lamar University August 2013 - August 2014
Student Managed Investment Fund (SMIF) August 2013 - August 2014
Collaboration with the UC Davis Graduate School of Management and Rice University March 2014 - March 2014
Beta Gamma Sigma November 2013 - November 2013
Radford University January 2013 - May 2013
Skills
●Self-motivated and..., ●Excellent..., ●Able to work in a..., ●Leadership..., ●Strong Time..., ●Ability to take..., ●Careful Attention to..., ●Outstanding aptitude..., PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, Marketing, Research, Time Management, Data Analysis, Social Networking, Facebook, Leadership, Teamwork, Financial Analysis, Entrepreneurship
Education
Lamar University 2013 — 2014
Master of Business Administration (MBA), Finance, General, 3.93
Radford University - College of Business and Economics 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.95
Radford University - College of Business and Economics 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, 4.0
Pilot Media: The Virginian-Pilot, PilotOnline.com, Pilot Targeted Media November 2014 - Present
Lamar University August 2013 - August 2014
Student Managed Investment Fund (SMIF) August 2013 - August 2014
Collaboration with the UC Davis Graduate School of Management and Rice University March 2014 - March 2014
Beta Gamma Sigma November 2013 - November 2013
Radford University January 2013 - May 2013
Skills
●Self-motivated and..., ●Excellent..., ●Able to work in a..., ●Leadership..., ●Strong Time..., ●Ability to take..., ●Careful Attention to..., ●Outstanding aptitude..., PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, Marketing, Research, Time Management, Data Analysis, Social Networking, Facebook, Leadership, Teamwork, Financial Analysis, Entrepreneurship
Education
Lamar University 2013 — 2014
Master of Business Administration (MBA), Finance, General, 3.93
Radford University - College of Business and Economics 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.95
Radford University - College of Business and Economics 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, 4.0
Luca Bianchessi Luca Bianchessi's Student Managed Investment Fund (SMIF) Experience January 2014 - September 2014
Job Incoming Investment Banking Analyst at Lazard Frères & Co.
Industry Financial Services
Experience
Lazard September 2015 - Present
Lazard June 2015 - July 2015
Student Managed Investment Fund (SMIF) January 2014 - September 2014
Harvey & Company LLC March 2014 - June 2014
Skills
Teamwork, PowerPoint, Research, Public Speaking, Team Management, Microsoft Excel, Economics, Leadership, Event Planning, Reliability, Presentations, Microsoft Word, English, Microsoft Office, Mergers, Investments, Equities, Accounting
Education
University of Southern California - Marshall School of Business
Bachelor's Degree, Business Administration, Senior
UC Irvine 2012 — 2016
Bachelor's Degree, Business Administration & Economics, 3.9/4
Collegio Vescovile St. Alessandro, Italy 2007 — 2012
High School Diploma, Scientific Curriculum
Lazard September 2015 - Present
Lazard June 2015 - July 2015
Student Managed Investment Fund (SMIF) January 2014 - September 2014
Harvey & Company LLC March 2014 - June 2014
Skills
Teamwork, PowerPoint, Research, Public Speaking, Team Management, Microsoft Excel, Economics, Leadership, Event Planning, Reliability, Presentations, Microsoft Word, English, Microsoft Office, Mergers, Investments, Equities, Accounting
Education
University of Southern California - Marshall School of Business
Bachelor's Degree, Business Administration, Senior
UC Irvine 2012 — 2016
Bachelor's Degree, Business Administration & Economics, 3.9/4
Collegio Vescovile St. Alessandro, Italy 2007 — 2012
High School Diploma, Scientific Curriculum
Kyle Kager Kyle Kager's Student Managed Investment Fund (SMIF) Experience November 2013 - August 2014
Job Intern at Akridge
Industry Real Estate
Experience
Akridge May 2015 - Present
American University Men's Basketball Team June 2011 - May 2015
RBC June 2014 - August 2014
Student Managed Investment Fund (SMIF) November 2013 - August 2014
District Ventures, LLC June 2013 - October 2013
Skills
Microsoft Access, Microsoft Excel, New Business Development, Bloomberg, Thomson One Banker, Financial Analysis, Data Analysis, Public Speaking, Microsoft Office, Research, Teamwork, Social Media, Argus Modeling
Education
University of Pennsylvania 2015 — 2017
Public Private Development
American University - Kogod School of Business 2013 — 2015
Master's degree, Real Estate with finance concentration, GPA: 3.8 / 4.0
American University - Kogod School of Business 2011 — 2014
Bachelor of Science (BS), Real Estate Finance
Deerfield Academy 2008 — 2011
Akridge May 2015 - Present
American University Men's Basketball Team June 2011 - May 2015
RBC June 2014 - August 2014
Student Managed Investment Fund (SMIF) November 2013 - August 2014
District Ventures, LLC June 2013 - October 2013
Skills
Microsoft Access, Microsoft Excel, New Business Development, Bloomberg, Thomson One Banker, Financial Analysis, Data Analysis, Public Speaking, Microsoft Office, Research, Teamwork, Social Media, Argus Modeling
Education
University of Pennsylvania 2015 — 2017
Public Private Development
American University - Kogod School of Business 2013 — 2015
Master's degree, Real Estate with finance concentration, GPA: 3.8 / 4.0
American University - Kogod School of Business 2011 — 2014
Bachelor of Science (BS), Real Estate Finance
Deerfield Academy 2008 — 2011
Anthony M. Marino's Student Managed Investment Fund (SMIF) Experience March 2011 - April 2012
Job Analyst at Deutsche Bank Securities
Industry Investment Banking
Experience
Deutsche Bank May 2014 - Present
Deloitte & Touche LLP September 2012 - May 2014
Student Managed Investment Fund (SMIF) March 2011 - April 2012
Nomura Securities International May 2011 - August 2011
Nassau County Legislature May 2008 - August 2010
Skills
Bloomberg Terminal, Capital IQ, Excel, Investments, Fixed Income, Equities, Trading, Bloomberg, Financial Analysis, Financial Modeling, Economics, PowerPoint, Accounting, Valuation, Investment Banking, Access, Analysis, Microsoft Word, Securitization, Portfolio Management, Microsoft Excel
Education
University of Richmond - Robins School of Business 2008 — 2012
BSBA, Finance
Chaminade High School 2004 — 2008
Deutsche Bank May 2014 - Present
Deloitte & Touche LLP September 2012 - May 2014
Student Managed Investment Fund (SMIF) March 2011 - April 2012
Nomura Securities International May 2011 - August 2011
Nassau County Legislature May 2008 - August 2010
Skills
Bloomberg Terminal, Capital IQ, Excel, Investments, Fixed Income, Equities, Trading, Bloomberg, Financial Analysis, Financial Modeling, Economics, PowerPoint, Accounting, Valuation, Investment Banking, Access, Analysis, Microsoft Word, Securitization, Portfolio Management, Microsoft Excel
Education
University of Richmond - Robins School of Business 2008 — 2012
BSBA, Finance
Chaminade High School 2004 — 2008
Chris Huser Chris Huser's Student Managed Investment Fund (SMIF) Experience January 2013 - January 2014
Job Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2014 - Present
Student Managed Investment Fund (SMIF) January 2013 - January 2014
Deutsche Bank June 2013 - August 2013
GE Capital June 2012 - August 2012
UBS February 2012 - May 2012
Wells Fargo Advisors June 2011 - August 2011
Sears, Roebuck and Co. April 2008 - January 2010
Education
Fordham University 2010 — 2014
Bachelor of Science (B.Sc.), Finance
Teaneck High School 2006 — 2010
HS Diploma
Deutsche Bank July 2014 - Present
Student Managed Investment Fund (SMIF) January 2013 - January 2014
Deutsche Bank June 2013 - August 2013
GE Capital June 2012 - August 2012
UBS February 2012 - May 2012
Wells Fargo Advisors June 2011 - August 2011
Sears, Roebuck and Co. April 2008 - January 2010
Education
Fordham University 2010 — 2014
Bachelor of Science (B.Sc.), Finance
Teaneck High School 2006 — 2010
HS Diploma
Grant Palmer Grant Palmer's Student Managed Investment Fund (SMIF) Experience 2011 - 2011
Job Portfolio Management at Glenmede
Industry Financial Services
Experience
The Glenmede Trust Company, N.A. April 2013 - Present
Independence Excavating, Inc. January 2012 - February 2013
Student Managed Investment Fund (SMIF) 2011 - 2011
Skills
Financial Reporting, Microsoft Excel, Accounting, Financial Analysis, Finance, Forecasting, Financial Modeling, Valuation, Budgets, Microsoft Word, PowerPoint, Microsoft Office, Cost Accounting, Corporate Finance, Data Analysis, Process Improvement, Access, Auditing
Education
Cleveland State University 2008 — 2011
Bachelor of Business Administration, Finance
Strongsville
Strongsville
The Glenmede Trust Company, N.A. April 2013 - Present
Independence Excavating, Inc. January 2012 - February 2013
Student Managed Investment Fund (SMIF) 2011 - 2011
Skills
Financial Reporting, Microsoft Excel, Accounting, Financial Analysis, Finance, Forecasting, Financial Modeling, Valuation, Budgets, Microsoft Word, PowerPoint, Microsoft Office, Cost Accounting, Corporate Finance, Data Analysis, Process Improvement, Access, Auditing
Education
Cleveland State University 2008 — 2011
Bachelor of Business Administration, Finance
Strongsville
Strongsville
Daniel Rodriguez Obregon's Student Managed Investment Fund (SMIF) Experience August 2012 - May 2015
Job Incoming Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
FIU College of Business Capital Markets Lab August 2013 - Present
J.P. Morgan June 2015 - August 2015
Student Managed Investment Fund (SMIF) August 2012 - May 2015
Bloomberg LP September 2013 - April 2015
PricewaterhouseCoopers LLP May 2014 - August 2014
ALPFA Honors Society - Florida International University Chapter September 2012 - May 2014
AXA Advisors May 2013 - June 2013
Phoenician Investment Fund January 2013 - April 2013
Florida International University United Campaign September 2012 - March 2013
Purchasing Southern International Corporation June 2010 - August 2012
Skills
Bloomberg Software, Bloomberg Data License, Microsoft Excel, Microsoft Office, Financial Analysis, Valuation Modeling, Public Speaking, Leadership Initiatives, Leadership, Strategic Planning, PowerPoint, Microsoft Word, Finance, Bloomberg, Valuation, Analysis, Investments, Investment Banking, Mutual Funds, Securities, Insurance, Budgets, Capital Markets, Asset Management, Bloomberg Terminal, Financial Modeling, Equity Research
Education
Florida International University 2012 — 2016
Bachelor's degree, Accounting and Finance
Christopher Columbus Highschool 2008 — 2012
FIU College of Business Capital Markets Lab August 2013 - Present
J.P. Morgan June 2015 - August 2015
Student Managed Investment Fund (SMIF) August 2012 - May 2015
Bloomberg LP September 2013 - April 2015
PricewaterhouseCoopers LLP May 2014 - August 2014
ALPFA Honors Society - Florida International University Chapter September 2012 - May 2014
AXA Advisors May 2013 - June 2013
Phoenician Investment Fund January 2013 - April 2013
Florida International University United Campaign September 2012 - March 2013
Purchasing Southern International Corporation June 2010 - August 2012
Skills
Bloomberg Software, Bloomberg Data License, Microsoft Excel, Microsoft Office, Financial Analysis, Valuation Modeling, Public Speaking, Leadership Initiatives, Leadership, Strategic Planning, PowerPoint, Microsoft Word, Finance, Bloomberg, Valuation, Analysis, Investments, Investment Banking, Mutual Funds, Securities, Insurance, Budgets, Capital Markets, Asset Management, Bloomberg Terminal, Financial Modeling, Equity Research
Education
Florida International University 2012 — 2016
Bachelor's degree, Accounting and Finance
Christopher Columbus Highschool 2008 — 2012
Roresa Mojo's Student Managed Investment Fund (SMIF) Experience January 2014 - January 2015
Job Equity Research Intern at CSUF Endowment Fund
Industry Investment Management
Experience
California State University, Fullerton Endowment Fund June 2014 - June 2015
Student Managed Investment Fund (SMIF) January 2014 - January 2015
Scottrade July 2013 - January 2014
Best Buy September 2009 - February 2010
Skills
Equity Research, Fixed Income, Capital Markets, Critical Thinking, Report Writing, Presentations, Microsoft Excel, Argumentation, Financial Statement..., Leadership, Operations Management, Networking, Business Development
Education
California State University-Fullerton 2010 — 2015
Bachelor’s Degree, Economics
California State University, Fullerton Endowment Fund June 2014 - June 2015
Student Managed Investment Fund (SMIF) January 2014 - January 2015
Scottrade July 2013 - January 2014
Best Buy September 2009 - February 2010
Skills
Equity Research, Fixed Income, Capital Markets, Critical Thinking, Report Writing, Presentations, Microsoft Excel, Argumentation, Financial Statement..., Leadership, Operations Management, Networking, Business Development
Education
California State University-Fullerton 2010 — 2015
Bachelor’s Degree, Economics
Cherish Corpuz's Student Managed Investment Fund (SMIF) Experience May 2013 - June 2014
Job Procurement Financial Analysis Intern at Boeing
Industry Financial Services
Experience
Delta Sigma Pi, Pi Sigma Chapter June 2015 - Present
Boeing June 2015 - Present
Global Microfinance Brigades June 2014 - Present
Meritus Payment Solutions October 2014 - April 2015
Delta Sigma Pi, Pi Sigma Chapter June 2014 - December 2014
Broadcom January 2014 - July 2014
Student Managed Investment Fund (SMIF) May 2013 - June 2014
Anteater Business Brigades May 2013 - June 2014
Langson Library, Collections Division June 2013 - January 2014
The Center for Investment and Wealth Management (CIWM) June 2013 - January 2014
Skills
Bloomberg Terminal, Finance, Entrepreneurship, Investments, Equities, Microsoft Office, Research, Social Media Marketing, Public Speaking, Event Planning, Microsoft Excel, Marketing, Analysis, Fundraising, Financial Modeling
Education
University of California, Irvine 2012 — 2016
Bachelor of Arts in Business Administration, Emphasis in Finance
Mililani High School 2008 — 2012
Delta Sigma Pi, Pi Sigma Chapter June 2015 - Present
Boeing June 2015 - Present
Global Microfinance Brigades June 2014 - Present
Meritus Payment Solutions October 2014 - April 2015
Delta Sigma Pi, Pi Sigma Chapter June 2014 - December 2014
Broadcom January 2014 - July 2014
Student Managed Investment Fund (SMIF) May 2013 - June 2014
Anteater Business Brigades May 2013 - June 2014
Langson Library, Collections Division June 2013 - January 2014
The Center for Investment and Wealth Management (CIWM) June 2013 - January 2014
Skills
Bloomberg Terminal, Finance, Entrepreneurship, Investments, Equities, Microsoft Office, Research, Social Media Marketing, Public Speaking, Event Planning, Microsoft Excel, Marketing, Analysis, Fundraising, Financial Modeling
Education
University of California, Irvine 2012 — 2016
Bachelor of Arts in Business Administration, Emphasis in Finance
Mililani High School 2008 — 2012
Ted M. Mottola, CPA's Student Managed Investment Fund (SMIF) Experience June 2012 - May 2013
Job Advisory Deals at PwC
Industry Accounting
Experience
PwC June 2014 - Present
Small Business Development Center December 2014 - May 2015
Student Managed Investment Fund (SMIF) June 2012 - May 2013
Voluntary Income Tax Assistance January 2011 - March 2013
PwC June 2012 - August 2012
Kaufman Borgeest & Ryan LLP May 2011 - August 2011
PwC July 2011 - July 2011
Deloitte July 2011 - July 2011
SilvermanAcampora LLP December 2010 - December 2010
Bloomberg August 2010 - August 2010
Skills
Economics, Accounting, Leadership, Finance, Due Diligence, Equities, Fixed Income, Derivatives, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Public Speaking, Teamwork, Social Media
Education
Wake Forest University 2013 — 2014
Master of Science (MSc), Financial Transactions
Bucknell University 2009 — 2013
BSBA - Magna Cum Laude, Economics & Accounting-Business Administration
Iona Preparatory 2005 — 2009
High School Diploma
PwC June 2014 - Present
Small Business Development Center December 2014 - May 2015
Student Managed Investment Fund (SMIF) June 2012 - May 2013
Voluntary Income Tax Assistance January 2011 - March 2013
PwC June 2012 - August 2012
Kaufman Borgeest & Ryan LLP May 2011 - August 2011
PwC July 2011 - July 2011
Deloitte July 2011 - July 2011
SilvermanAcampora LLP December 2010 - December 2010
Bloomberg August 2010 - August 2010
Skills
Economics, Accounting, Leadership, Finance, Due Diligence, Equities, Fixed Income, Derivatives, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Public Speaking, Teamwork, Social Media
Education
Wake Forest University 2013 — 2014
Master of Science (MSc), Financial Transactions
Bucknell University 2009 — 2013
BSBA - Magna Cum Laude, Economics & Accounting-Business Administration
Iona Preparatory 2005 — 2009
High School Diploma
Daniel Baez Daniel Baez's Student Managed Investment Fund (SMIF) Experience January 2013 - May 2014
Job Management Consulting Summer Analyst
Industry Management Consulting
Experience
PwC June 2015 - Present
FIU College of Business September 2014 - Present
PwC May 2014 - August 2014
Student Consulting Group August 2013 - July 2014
Student Managed Investment Fund (SMIF) January 2013 - May 2014
Phoenician Investment Fund January 2013 - January 2014
ALPFA Honors Society - Florida University Chapter January 2013 - May 2013
Skills
Leadership, Networking, Accounting, Diligent, Innovation, Microsoft Office, Microsoft Excel, Financial Analysis, Interpersonal Skill, Presentation Development, Group Development, Access, General Ledger, Internal Controls, Management, Data Analysis, Time Management
Education
Florida International University 2012 — 2015
Bachelor's degree, Finance; Minor in Accounting
Miami Dade College 2010 — 2012
Associate's degree, Business Administration and Management, General
PwC June 2015 - Present
FIU College of Business September 2014 - Present
PwC May 2014 - August 2014
Student Consulting Group August 2013 - July 2014
Student Managed Investment Fund (SMIF) January 2013 - May 2014
Phoenician Investment Fund January 2013 - January 2014
ALPFA Honors Society - Florida University Chapter January 2013 - May 2013
Skills
Leadership, Networking, Accounting, Diligent, Innovation, Microsoft Office, Microsoft Excel, Financial Analysis, Interpersonal Skill, Presentation Development, Group Development, Access, General Ledger, Internal Controls, Management, Data Analysis, Time Management
Education
Florida International University 2012 — 2015
Bachelor's degree, Finance; Minor in Accounting
Miami Dade College 2010 — 2012
Associate's degree, Business Administration and Management, General
Kayvon Hosseini's Student Managed Investment Fund (SMIF) Experience February 2013 - December 2013
Job Graduate Student in Petroleum Engineering
Industry Oil & Energy
Experience
Deloitte Consulting LLP June 2014 - August 2014
Student-Managed Investment Fund (SMIF) February 2013 - December 2013
Roth Capital Partners March 2013 - June 2013
The Tau Beta Pi Association, Inc. 2012 - 2013
Skills
Leadership, Research, Data Analysis, Microsoft Excel, Public Speaking, Customer Service, Analysis, PowerPoint, Petroleum Engineering, Microsoft Office, Energy, Statistics, Matlab, Teamwork, Microsoft Word, Teaching, Access, Financial Analysis, Valuation, Spanish, Project Management, C Programming, Time Management, Natural Gas, Renewable Energy, Formation Evaluation, Data Mining, Well Logging
Education
University of Southern California 2015 — 2017
Master’s Degree, Petroleum Engineering
University of California, Irvine 2010 — 2015
Bachelor of Science (B.S.), Chemical Engineering
University High School 2006 — 2010
Deloitte Consulting LLP June 2014 - August 2014
Student-Managed Investment Fund (SMIF) February 2013 - December 2013
Roth Capital Partners March 2013 - June 2013
The Tau Beta Pi Association, Inc. 2012 - 2013
Skills
Leadership, Research, Data Analysis, Microsoft Excel, Public Speaking, Customer Service, Analysis, PowerPoint, Petroleum Engineering, Microsoft Office, Energy, Statistics, Matlab, Teamwork, Microsoft Word, Teaching, Access, Financial Analysis, Valuation, Spanish, Project Management, C Programming, Time Management, Natural Gas, Renewable Energy, Formation Evaluation, Data Mining, Well Logging
Education
University of Southern California 2015 — 2017
Master’s Degree, Petroleum Engineering
University of California, Irvine 2010 — 2015
Bachelor of Science (B.S.), Chemical Engineering
University High School 2006 — 2010
Nupur Shah Nupur Shah's Student Managed Investment Fund (SMIF) Experience September 2010 - May 2011
Job IT Higher Education
Industry Information Technology and Services
Experience
California State University, Long Beach April 2013 - Present
California State University, Long Beach July 2012 - March 2013
California State University, Long Beach August 2005 - June 2012
Blackbird Media June 2005 - December 2011
Student Managed Investment Fund (SMIF) September 2010 - May 2011
California State University, Long Beach 2000 - 2005
Skills
HTML, CSS, SQL, JavaScript, Visio, SharePoint, PHP, Access, Visual Basic, Microsoft Excel, Analysis, OS X, ColdFusion, XML, Bloomberg Terminal, Dreamweaver, WordPress, Java, PeopleSoft, GoToMeeting, Remedy, C, C++, Photoshop, Illustrator, InDesign, thinkScript, Excel Marcos, DCF, P/L Statement, ThinkorSwim, Symplicity, VBScript, HTML 5, jQuery, Microsoft Word, Department Budgeting, Information Security, Disaster Recovery, Troubleshooting, Help Desk Support, Help Desk Implementation, Active Directory, Higher Education, Team Leadership, Cross-functional Team..., Change Management, Microsoft Exchange, Group Policy, Cloud Applications
Education
California State University-Long Beach - College of Business Administration 2008 — 2011
Master of Business Administration (M.B.A.), Finance
California State University-Long Beach 2000 — 2005
Bachelor of Science (BS), Computer Science
California State University, Long Beach April 2013 - Present
California State University, Long Beach July 2012 - March 2013
California State University, Long Beach August 2005 - June 2012
Blackbird Media June 2005 - December 2011
Student Managed Investment Fund (SMIF) September 2010 - May 2011
California State University, Long Beach 2000 - 2005
Skills
HTML, CSS, SQL, JavaScript, Visio, SharePoint, PHP, Access, Visual Basic, Microsoft Excel, Analysis, OS X, ColdFusion, XML, Bloomberg Terminal, Dreamweaver, WordPress, Java, PeopleSoft, GoToMeeting, Remedy, C, C++, Photoshop, Illustrator, InDesign, thinkScript, Excel Marcos, DCF, P/L Statement, ThinkorSwim, Symplicity, VBScript, HTML 5, jQuery, Microsoft Word, Department Budgeting, Information Security, Disaster Recovery, Troubleshooting, Help Desk Support, Help Desk Implementation, Active Directory, Higher Education, Team Leadership, Cross-functional Team..., Change Management, Microsoft Exchange, Group Policy, Cloud Applications
Education
California State University-Long Beach - College of Business Administration 2008 — 2011
Master of Business Administration (M.B.A.), Finance
California State University-Long Beach 2000 — 2005
Bachelor of Science (BS), Computer Science
Brad Dikun Brad Dikun's Student Managed Investment Fund (SMIF) Experience August 2013 - December 2013
Job Corporate Banking Analyst at TD
Industry Financial Services
Experience
TD July 2014 - Present
Student Managed Investment Fund (SMIF) August 2013 - December 2013
RBC Capital Markets June 2013 - August 2013
Student Managed Investment Fund (SMIF) December 2012 - May 2013
FGI Finance August 2012 - December 2012
AXA Advisors June 2012 - August 2012
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Research, PowerPoint, Economics, Bloomberg, Bloomberg Terminal, Microsoft Word
Education
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Finance, Summa Cum Laude
Ramapo High School 2006 — 2010
High School Diploma
TD July 2014 - Present
Student Managed Investment Fund (SMIF) August 2013 - December 2013
RBC Capital Markets June 2013 - August 2013
Student Managed Investment Fund (SMIF) December 2012 - May 2013
FGI Finance August 2012 - December 2012
AXA Advisors June 2012 - August 2012
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Research, PowerPoint, Economics, Bloomberg, Bloomberg Terminal, Microsoft Word
Education
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Finance, Summa Cum Laude
Ramapo High School 2006 — 2010
High School Diploma
Luis Toro Luis Toro's Student Managed Investment Fund (SMIF) Experience August 2014 - December 2014
Job Management Consulting Summer Associate at PwC
Industry Management Consulting
Experience
PwC June 2015 - August 2015
Student Managed Investment Fund (SMIF) August 2014 - December 2014
PwC June 2014 - August 2014
Burger King Corporation January 2014 - May 2014
Phoenician Investment Fund January 2013 - May 2014
ALPFA FIU April 2013 - December 2013
Florida International University United Campaign November 2012 - December 2013
PricewaterhouseCoopers June 2013 - July 2013
Goldman Sachs June 2013 - June 2013
Skills
QuickBooks, Leadership, Securities, Investment Banking, Financial Analysis, Microsoft Excel, Analysis, Event Planning, Budgets, Valuation, Microsoft Office, Bloomberg Terminal, Equity Research, Finance, PowerPoint, Project Planning, Strategic Planning, Research, Management, Financial Modeling, Financial Reporting, Teamwork
Education
Florida International University 2012 — 2016
Bachelor of Business Administration, Finance
PwC June 2015 - August 2015
Student Managed Investment Fund (SMIF) August 2014 - December 2014
PwC June 2014 - August 2014
Burger King Corporation January 2014 - May 2014
Phoenician Investment Fund January 2013 - May 2014
ALPFA FIU April 2013 - December 2013
Florida International University United Campaign November 2012 - December 2013
PricewaterhouseCoopers June 2013 - July 2013
Goldman Sachs June 2013 - June 2013
Skills
QuickBooks, Leadership, Securities, Investment Banking, Financial Analysis, Microsoft Excel, Analysis, Event Planning, Budgets, Valuation, Microsoft Office, Bloomberg Terminal, Equity Research, Finance, PowerPoint, Project Planning, Strategic Planning, Research, Management, Financial Modeling, Financial Reporting, Teamwork
Education
Florida International University 2012 — 2016
Bachelor of Business Administration, Finance
Euclides Jimenez's Student Managed Investment Fund (SMIF) Experience August 2014 - December 2014
Job Advisory Services Associate at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP August 2015 - Present
PAAST CPA January 2015 - May 2015
Student Managed Investment Fund (SMIF) August 2014 - December 2014
ALPFA, Inc. — Empowering Latino Leaders April 2014 - December 2014
iCare Health Solutions July 2014 - August 2014
PPT-EXPORT, INC February 2010 - April 2014
Skills
Event Planning, PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Team Leadership, Networking Strategy, Entrepreneurship, Financial Analysis, Financial Statements, QuickBooks, Sales, Management, Budgets, Fundraising
Education
Florida International University 2013 — 2015
Bachelor's Degree, Accounting and Finance, 3.4
Miami Dade College 2010 — 2013
Associate's Degree, Accounting and Finance
Grant Thornton LLP August 2015 - Present
PAAST CPA January 2015 - May 2015
Student Managed Investment Fund (SMIF) August 2014 - December 2014
ALPFA, Inc. — Empowering Latino Leaders April 2014 - December 2014
iCare Health Solutions July 2014 - August 2014
PPT-EXPORT, INC February 2010 - April 2014
Skills
Event Planning, PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Team Leadership, Networking Strategy, Entrepreneurship, Financial Analysis, Financial Statements, QuickBooks, Sales, Management, Budgets, Fundraising
Education
Florida International University 2013 — 2015
Bachelor's Degree, Accounting and Finance, 3.4
Miami Dade College 2010 — 2013
Associate's Degree, Accounting and Finance
Jian Zhu's Student Managed Investment Fund (SMIF) Experience April 2010 - April 2011
Job Analyst at SkyWorks Capital
Industry Financial Services
Experience
SkyWorks Capital March 2013 - Present
Fundamental Value Partners June 2012 - August 2012
Student Managed Investment Fund (SMIF) April 2010 - April 2011
Oppenheimer & Co. June 2010 - July 2010
University of Richmond May 2009 - May 2010
Skills
Financial Modeling, Fundamental Analysis, Corporate Finance, Equity Research, Quantitative Analytics, Bloomberg
Education
Columbia University 2011 — 2013
MS, Operations Research
University of Richmond 2006 — 2011
Dual Degree, Business Administration, Mathematics, Summa Cum Laude
SkyWorks Capital March 2013 - Present
Fundamental Value Partners June 2012 - August 2012
Student Managed Investment Fund (SMIF) April 2010 - April 2011
Oppenheimer & Co. June 2010 - July 2010
University of Richmond May 2009 - May 2010
Skills
Financial Modeling, Fundamental Analysis, Corporate Finance, Equity Research, Quantitative Analytics, Bloomberg
Education
Columbia University 2011 — 2013
MS, Operations Research
University of Richmond 2006 — 2011
Dual Degree, Business Administration, Mathematics, Summa Cum Laude
Ben Sivertson's Student Managed Investment Fund (SMIF) Experience January 2009 - May 2010
Job Assistant Controller Operations ; 608.604.6480
Industry Food Production
Experience
Rembrandt Foods September 2014 - Present
FMC Technologies September 2013 - September 2014
Schreiber Foods August 2013 - September 2013
Schreiber Foods August 2012 - September 2013
PACCAR November 2011 - August 2012
Robert Half Finance & Accounting May 2011 - October 2011
Summit Bank August 2010 - May 2011
Avondale Partners June 2010 - August 2010
Stephens Inc. August 2009 - May 2010
Student Managed Investment Fund (SMIF) January 2009 - May 2010
Education
Minnesota State University, Mankato 2015 — 2015
Master of Business Administration (M.B.A.), Economics
Henderson State University 2009 — 2015
MBA, Finance and Investments
Henderson State University 2007 — 2009
BBA, Accounting
Rembrandt Foods September 2014 - Present
FMC Technologies September 2013 - September 2014
Schreiber Foods August 2013 - September 2013
Schreiber Foods August 2012 - September 2013
PACCAR November 2011 - August 2012
Robert Half Finance & Accounting May 2011 - October 2011
Summit Bank August 2010 - May 2011
Avondale Partners June 2010 - August 2010
Stephens Inc. August 2009 - May 2010
Student Managed Investment Fund (SMIF) January 2009 - May 2010
Education
Minnesota State University, Mankato 2015 — 2015
Master of Business Administration (M.B.A.), Economics
Henderson State University 2009 — 2015
MBA, Finance and Investments
Henderson State University 2007 — 2009
BBA, Accounting