Student Managed Investment Portfolio Organization (SMIPO)

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Student Managed Investment Portfolio Organization (SMIPO) Employees

Employee
Years
Job
Industry
Joshua Eggleston Joshua Eggleston Richmond, Virginia Area Details
Joshua Eggleston's Student Managed Investment Portfolio Organization (SMIPO) Experience September 2012 - May 2015
Job Associate Insurance Market Examiner at Virginia State Corporation Commission
Industry Government Administration
Experience
Virginia State Corporation Commission  September 2015 - Present
Radford University  May 2015 - June 2015
Student Managed Investment Portfolio Organization (SMIPO)   September 2012 - May 2015
Radford University  August 2013 - May 2014
Radford University  August 2012 - May 2013
Dabney S. Lancaster Community College  August 2011 - December 2011
Buena Vista City Public Schools   July 2010 - August 2010

Skills
Leadership, Financial Analysis, Microsoft Excel, Teamwork, Economics, Investments, Management, Portfolio Management, Financial Reporting, Research, Data Analysis, Financial Modeling, Accounting, Corporate Finance, Customer Service, Microsoft Office, Public Speaking

Education
Southern New Hampshire University   2015 — 2017
Master’s Degree, Accounting and Finance, 3.835

Radford University   2012 — 2015
Bachelor’s Degree, Economics, 2.946

Dabney S. Lancaster Community College   2010 — 2012
No Degree

Parry McCluer High School   2007 — 2010
Standard High School Diploma, General Studies

Brandon Walton Brandon Walton Richmond, Virginia Area Details
Brandon Walton's Student Managed Investment Portfolio Organization (SMIPO) Experience February 2013 - May 2014
Job Staff Accountant at Cary Street Partners
Industry Accounting
Experience
Cary Street Partners  February 2015 - Present
Radford University Foundation   June 2014 - February 2015
Student Managed Investment Portfolio Organization (SMIPO)   February 2013 - May 2014
MeadWestvaco  May 2013 - August 2013
MeadWestvaco  May 2011 - August 2012
Dabney S Lancaster Community College  October 2011 - December 2011

Skills
Financial Reporting, Microsoft Excel, Accounting, PowerPoint, Financial Modeling, Financial Analysis, Financial Accounting, Finance, Auditing, Time Management

Education
Radford University   2012 — 2014
Bachelor's Degree, Accounting and Finance, 3.1 GPA

Dabney S Lancaster Community College   2010 — 2012
Associate of Arts and Sciences (A.A.S.), Business Administration, 3.4 GPA

Alexander Biniam Alexander Biniam Washington D.C. Metro Area Details
Alexander Biniam's Student Managed Investment Portfolio Organization (SMIPO) Experience October 2008 - September 2009
Job Senior Associate at Grant Thornton LLP
Industry Information Technology and Services
Experience
Grant Thornton LLP  April 2013 - Present
CGI Federal  November 2010 - April 2013
Mr. Geek's Computer Repair Service   September 2007 - May 2010
ThermaSteel Corporation   October 2009 - December 2009
Student Managed Investment Portfolio Organization (SMIPO)   October 2008 - September 2009
Virginia Insurance Associates   June 2009 - August 2009

Skills
Consulting, Management Consulting, Project Management, Leadership, Management, CRM, Market Research, Business Analysis, Program Management, Process Improvement, Business Process..., Business Intelligence, Requirements Analysis, Change Management, Analysis, Forecasting, Training, Human Resources, Oracle SQL Developer, Data Analysis, Financial Accounting, Strategic Communications, Marketing, Customer Service, Proposal Writing

Education
Radford University   2006 — 2010
B.B.A, Management

Mountain Mission School

Bernardo Ulmo Bernardo Ulmo Greater New York City Area Details
Bernardo Ulmo's Student Managed Investment Portfolio Organization (SMIPO) Experience January 2014 - May 2014
Job Analyst Latin America at Euroclear
Industry Financial Services
Experience
Euroclear  August 2014 - Present
Student Managed Investment Portfolio Organization (SMIPO)   January 2014 - May 2014
Student Managed Investment Portfolio Organization (SMIPO)   May 2013 - December 2013

Skills
Investments, Financial Analysis, Management, Equities, Portfolio Management, Negotiation, Teamwork, Leadership, Spanish, Public Speaking, Microsoft Office, Portuguese, English, Financial Reporting, Budgets

Education
Radford University - College of Business and Economics   2010 — 2014
BBA, Management and Finance Major with Spanish Minor, Senior

South Kent School   2009 — 2010

Colegio Santo Américo   2002 — 2008

Colegio de Sao Bento do Rio de Janeiro   1999 — 2002

William Appelquist William Appelquist Blacksburg, Virginia Details
William Appelquist's Student Managed Investment Portfolio Organization (SMIPO) Experience March 2011 - May 2012
Job Associate at Zach Slagel Accounting Associates
Industry Accounting
Experience
Zach Slagel Accounting Associates   May 2015 - Present
H&R Block  November 2014 - April 2015
Wall & Associates Inc.   August 2014 - October 2014
Brown Edwards  January 2014 - April 2014
Student Managed Investment Portfolio Organization (SMIPO)   March 2011 - May 2012
Liberty Tax Service  January 2011 - April 2011

Skills
PowerPoint, Microsoft Word, Management, Accounting, Financial Analysis, Microsoft Excel, Tax, Finance, Investments, Teaching, Microsoft Office, Cost Accounting, Analysis, Financial Reporting, Leadership

Education
Radford University
Bachelor of Business Administration (BBA), Accounting

Radford University
Bachelor of Business Administration (BBA), Finance

William F. Jones William F. Jones Richmond, Virginia Area Details
William F. Jones's Student Managed Investment Portfolio Organization (SMIPO) Experience January 2004 - May 2005
Job AVP, Mortgage Operations / Fulfillment Performance Management at SunTrust Mortgage
Industry Banking
Experience
SunTrust Mortgage  November 2014 - Present
SunTrust Bank  July 2011 - Present
SunTrust Mortgage  December 2008 - July 2011
SunTrust Mortgage  April 2006 - December 2008
Student Managed Investment Portfolio Organization (SMIPO)   January 2004 - May 2005
RBC Dain Rauscher  May 2004 - August 2004

Skills
Mortgage Lending, Financial Analysis, Financial Modeling, Banking, Portfolio Management, Mortgage Banking, Loans, Project Management, Forecasting, Strategic Financial..., Six Sigma, Process Improvement, Strategy, Business Analysis, Leadership, Business Development, Budgets, Analysis, Financial Planning

Education
Radford University   2000 — 2005
BBA, Finance and Economics

Radford University   2000 — 2005
Bachelor's degree, Finance, General

Jonathon Matzke Jonathon Matzke Richmond, Virginia Area Details
Jonathon Matzke's Student Managed Investment Portfolio Organization (SMIPO) Experience September 2012 - May 2014
Job Mortgage Loan Originator at Live Well Financial
Industry Financial Services
Experience
Live Well Financial  September 2014 - Present
Ameriprise Financial Services, Inc.   May 2014 - July 2014
Financial Management Association (FMA)   January 2013 - May 2014
Student Managed Investment Portfolio Organization (SMIPO)   September 2012 - May 2014
PNC  January 2006 - July 2007

Skills
Financial Analysis, Microsoft Excel, Accounting, PowerPoint, Economics, Microsoft Word, Financial Modeling

Education
Radford University   2012 — 2014
Bachelor of Business Administration (BBA), Finance, 3.0

John Tyler Community College   2009 — 2012
Associate of Science (AS), Business Administration

Penn State University

Chris Forney, CFA Chris Forney, CFA Arlington, Virginia Details
Chris Forney, CFA's Student Managed Investment Portfolio Organization (SMIPO) Experience September 2006 - April 2007
Job Analyst at CW Financial Services LLC
Industry Investment Management
Experience
CW Financial Services LLC  October 2014 - Present
Guggenheim Partners  March 2013 - October 2014
Guggenheim Partners  November 2009 - March 2013
Guggenheim Partners  October 2007 - November 2009
Student Managed Investment Portfolio Organization (SMIPO)   September 2006 - April 2007

Skills
Bloomberg Terminal, Microsoft Excel, VBA, Investments, Asset Managment, Equities, Financial Analysis, Fixed Income, Valuation, Microsoft Office, Bloomberg, Mutual Funds, Asset Management, Derivatives, Securities, Capital Markets, Alternative Investments, Corporate Finance, Options, Finance, Analysis

Education
Radford University   2003 — 2007
Bachelor of Business Administration (BBA), Finance, 3.49

Curtis Allman Curtis Allman Washington D.C. Metro Area Details
Curtis Allman's Student Managed Investment Portfolio Organization (SMIPO) Experience August 2012 - May 2014
Job Associate Examiner at FCA
Industry Government Administration
Experience
Farm Credit Administration  June 2014 - Present
Student Managed Investment Portfolio Organization (SMIPO)   August 2012 - May 2014
Radford University Office of Procurement And Contracts   August 2012 - May 2013
US Army  March 2007 - December 2010

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Economics, Teamwork, Financial Analysis, Public Speaking, Time Management, Accounting

Education
Radford University   2012 — 2014
Bachelor of Science, Finance and Business Management, Senior

Virginia Western Community College   2012 — 2012
Associate of Science Degree, Business Administration

Giancarla Rojas Giancarla Rojas Washington D.C. Metro Area Details
Giancarla Rojas's Student Managed Investment Portfolio Organization (SMIPO) Experience September 2014 - Present
Job Vice President at Scholarship Sharing
Industry Nonprofit Organization Management
Experience
Scholarship Sharing   September 2015 - Present
Radford University  August 2015 - Present
Student Managed Investment Portfolio Organization (SMIPO)   September 2014 - Present
Envision Experience  June 2015 - August 2015
Virginia Coalition of Latino Organizations (VACOLAO)   February 2014 - April 2014
Arlington Boulevard Community Development   May 2013 - September 2013

Skills
Leadership, Community Outreach, Public Speaking, Nonprofits, Event Planning, Public Relations, Social Media, Teamwork, Teaching, Team Building, Project Planning, Youth Activism, Workshop Development, Fundraising, Spanish, Community Development, Research, Microsoft Office, Editing

Education
Radford University - College of Business and Economics   2014 — 2016
Bachelor of Science (BS) in International Economics, International Business/Trade/Commerce, Senior

Northern Virginia Community College   2012 — 2014
A.S. Business Administration, Business Administration and Management, General, 3.89 GPA

Adam Gillman Adam Gillman Washington D.C. Metro Area Details
Adam Gillman's Student Managed Investment Portfolio Organization (SMIPO) Experience May 2014 - Present
Job Vice President of Finance at Student Managed Investment Portfolio Organization
Industry Accounting
Experience
Student Managed Investment Portfolio Organization   June 2015 - Present
Student Managed Investment Portfolio Organization (SMIPO)   May 2014 - Present
Bankers Life  May 2015 - August 2015
Multifamily Services, LLC   May 2014 - August 2014
SkateQuest  August 2009 - August 2014
Student Managed Investment Portfolio Organization (SMIPO)   November 2013 - May 2014
Skate Quest   September 2012 - August 2013

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Customer Service, Teamwork, Time Management, Analysis, Leadership, Management, Research, Social Media, Sales, Accounting, Licensed to Sell...

Education
Radford University   2013 — 2017
Bachelor of Science (B.S.), Accounting and Finance

Paul VI High School   2009 — 2013
Advanced Diploma

Ben Gallas Ben Gallas Arlington, Virginia Details
Ben Gallas's Student Managed Investment Portfolio Organization (SMIPO) Experience September 2011 - December 2012
Job Business Operations Analyst II at Navy Federal Credit Union
Industry Financial Services
Experience
Navy Federal Credit Union  August 2014 - Present
CGI Federal  February 2013 - August 2014
Radford University  January 2012 - December 2012
Student Managed Investment Portfolio Organization (SMIPO)   September 2011 - December 2012
Radford University  September 2009 - December 2012
US Army Corps of Engineers  May 2011 - January 2012

Skills
Microsoft Excel, Economics, Finance, Investments, Time Management, Portfolio Management, Data Analysis, Teamwork, Leadership, Managerial Finance, Analysis, Financial Analysis, Morningstar, Stock Valuation, Financial Modeling, Statistics, Access, Valuation, Oracle SQL Developer, IBM Rational Tools, Remedy Ticketing System, ESRI, Cognos, Predictive Analytics, Predictive Modeling, SPSS Modeler

Education
Radford University   2008 — 2012
Business, Finance

Jamestown High School
Advanced Diploma

Steve Beach, PhD, CIPM Steve Beach, PhD, CIPM Roanoke, Virginia Area Details
Steve Beach, PhD, CIPM's Student Managed Investment Portfolio Organization (SMIPO) Experience August 2002 - Present
Job Professor of Finance
Industry Higher Education
Experience
Governmental and Nonprofit Assistance Center   February 2012 - Present
Student Managed Investment Portfolio Organization (SMIPO)   August 2002 - Present
Radford University  August 2001 - Present
Texas State University  August 2000 - July 2001
Loyola Marymount University  August 1998 - July 2000

Skills
SAS, Morningstar Direct, Data Analysis, Research, Microsoft Excel, PowerPoint, Financial Analysis, Economics, Statistics, Microsoft Office, Public Speaking, Valuation, Microsoft Word, Portfolio Management, Teaching, Finance, Time Management, Analysis, Higher Education, Quantitative Analytics, University Teaching, Community Outreach, Public Relations

Education
Washington State University - College of Business and Economics   1994 — 1999
PhD, Finance

Tennessee Technological University - College of Business Administration   1993 — 1994
MBA

Tennessee Technological University - College of Business Administration   1990 — 1992
BSBA, Finance