Terese Kelly Investment Group
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Terese Kelly Investment Group Employees
The BARBRI Group September 2014 - Present
Avon Global Center for Women and Justice June 2015 - July 2015
RuffaloCODY January 2014 - August 2014
University at Buffalo (UB) July 2012 - July 2014
Terese Kelly Investment Group April 2012 - May 2014
Buffalo CarShare June 2012 - August 2012
School of Management – University at Buffalo January 2012 - May 2012
Maxim Financial Group LLC March 2007 - December 2008
Armani Exchange October 2005 - March 2007
Skills
Event Planning, Public Speaking, Microsoft Office, Student Development, Facebook, Access, Public Relations, PowerPoint, Customer Service, Newsletters, Community Outreach, Research, Social Networking, Social Media, Program Management, Leadership, Sales, Data Analysis, Time Management, Fundraising, Editing, Nonprofits, Higher Education, Microsoft Word, Teamwork, Legal Research, Legal Writing
Education
Cornell Law School 2014 — 2017
Doctor of Law (J.D.)
State University of New York at Buffalo 2009 — 2014
Bachelor of Science, Business Administration: Financial Analysis, Marketing & Human Resources
Portledge
Goldman Sachs July 2015 - Present
Sears Holdings Corporation June 2012 - June 2015
Terese Kelly Investment Group April 2014 - May 2015
Wegmans Food Markets October 2009 - April 2015
Citi May 2014 - August 2014
LPL Financial September 2010 - February 2011
Skills
Financial Analysis, Macroeconomics, Microeconomics, Microsoft Office, Mathematics, Interpersonal..., Analytical Skills, Customer Satisfaction, Time Management, Access, Finance, Teamwork, Microsoft Excel
Education
State University of New York at Buffalo - School of Management 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, 4.0/4.0
Collins Advisory, LLC July 2015 - Present
University at Buffalo Student Association May 2015 - Present
Terese Kelly Investment Group April 2015 - Present
Pizza Works August 2011 - August 2014
King Wealth Management Group April 2012 - June 2012
Saratoga’s Community Federal Credit Union February 2012 - April 2012
Skills
Microsoft Office, Microsoft Excel, Time Management, Teamwork, Access, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Leadership, Data Analysis, Accounting
Education
University at Buffalo 2012 — 2016
Bachelor of Science (BS), Business Administration/Financial Analysis concentration, 3.85
University at Buffalo 2012 — 2016
Bachelor's Degree, Economics, 3.85
Terese Kelly Investment Group January 2015 - Present
CIBC Treasury May 2015 - August 2015
Cowan Insurance Group December 2013 - August 2014
TD Securities May 2012 - December 2012
TD Securities September 2011 - December 2011
Ontario Teachers' Pension Plan January 2011 - April 2011
Skills
Business Analysis, Microsoft Excel, Financial Analysis, Data Analysis, VBA, Bloomberg, Access, Risk Management, Project Management, Access Database, Calypso, Investment Management, SQL, Fixed Income, Equity Research, Interest Rate...
Education
State University of New York at Buffalo - School of Management 2014 — 2015
Master's Degree, Master of Science in Finance, Financial Management, 3.96/4
University of Waterloo 2008 — 2013
Bachelor's Degree, Actuarial Science, Finance Option
CFA Institute
Terese Kelly Investment Group at The University at Buffalo January 2015 - Present
Undergraduate Student Association at The University at Buffalo October 2014 - May 2015
Undergraduate Student Association at The University at Buffalo May 2014 - May 2015
Terese Kelly Investment Group April 2014 - December 2014
Hodgson Russ LLP May 2014 - August 2014
Hodgson Russ LLP May 2013 - August 2013
University at Buffalo Honors College August 2012 - May 2013
Skills
Leadership, Public Speaking, Time Management, Microsoft Office, Microsoft Word, Microsoft Excel, Attentiveness to Detail, Economics, PowerPoint, Social Media, Social Networking, Research
Education
Columbia University in the City of New York 2015 — 2018
Juris Doctor (J.D.)
State University of New York at Buffalo 2011 — 2015
Bachelor of Arts (B.A.), Economics and Mathematics, minor in History, 3.9 / 4.0 Phi Beta Kappa
Guilderland High School 2007 — 2011
Advanced Regents Diploma, Highest Honors, College Prep
J.P. Morgan May 2014 - Present
Buffalo Undergraduate Consulting Club April 2013 - Present
Terese Kelly Investment Group April 2014 - Present
Manage Your Business, LLC February 2014 - May 2014
Zolio Inc June 2013 - August 2013
Perinton Aquatics Center April 2007 - May 2013
Wall Street Oasis November 2012 - April 2013
Skills
Microsoft Excel, Microsoft Office, Economics, Social Media, PowerPoint, Bloomberg Terminal, Finance, Portfolio Management, Market Research, Consulting, Management, Public Speaking, Strategy, Microsoft Word, Leadership, Analysis
Education
State University of New York at Buffalo 2011 — 2015
Bachelor of Science Business Administration, Finance Concentration & Bachelor of Arts, Economics
Fairport High School 2008 — 2011
EY September 2013 - Present
Toastmasters International July 2014 - Present
Honors College May 2013 - September 2013
Buffalo Undergraduate Consulting Club August 2012 - May 2013
Terese Kelly Investment Group May 2012 - May 2013
The Export-Import Bank of Korea July 2012 - August 2012
Volunteering Income Tax Assistance Program February 2012 - March 2012
Ernst & Young July 2011 - August 2011
Skills
Financial Analysis, Teamwork, Risk Management, Microsoft Excel, Banking, Accounting, Financial Risk, PowerPoint, Access, Microsoft Office, Microsoft Word, Leadership, Financial Reporting, Internal Audit
Education
State University of New York at Buffalo 2009 — 2013
Bachelor of Science (BS), Accounting
Terese Kelly Investment Group May 2015 - Present
University at Buffalo August 2014 - Present
Fengate Capital Management Ltd. June 2015 - August 2015
Terese Kelly Investment Group March 2014 - April 2015
Brooks Brothers December 2013 - August 2014
Eastman Machine Company January 2013 - April 2014
Education
State University of New York at Buffalo - School of Management 2014 — 2016
Master of Business Administration (MBA), Finance and Real Estate Investment, 3.89
State University of New York at Buffalo 2012 — 2016
Bachelor of Science (BS), Business Administration and Management, General, 3.99
University of South Florida 2011 — 2012
Business Administration and Management, General, 3.93
Warren Averett, LLC September 2014 - Present
Terese Kelly Investment Group March 2012 - May 2014
Deloitte anjin Korea June 2013 - August 2013
School of Management, University at Buffalo October 2012 - May 2013
딜로이트 안진 회계법인 2013 - 2013
International Institute of buffalo June 2012 - August 2012
Skills
Adobe Illustrator, Adobe Photoshop, C++, Microsoft Office, Accounting, PowerPoint, Microsoft Word, Customer Service, Windows, Teamwork, Public Speaking, Microsoft Excel, Access, Data Analysis
Education
University at Buffalo 2013 — 2014
MS, Accounting - Internal Audit and Risk Management
State University of New York at Buffalo - School of Management 2011 — 2013
BS, Accounting
University at Buffalo 2011 — 2013
BS, Accounting
Northampton Community College 2009 — 2010
Bachelor of Arts (BA), Business Administration and Management, General
숭실대학교 / Soongsil University 2007 — 2009
Information Technology
Gerstein Fisher April 2015 - Present
Terese Kelly Investment Group April 2015 - Present
University at Buffalo Equity Research Club September 2013 - Present
Buffalo Undergraduate Consulting Club September 2014 - Present
Fluent Grp September 2013 - Present
Play It Again Sports and Fitness November 2009 - June 2013
Skills
Microsoft Excel, Public Speaking, Finance, Critical Thinking, Microsoft Word, Equity Research Analysis, Financial Analysis, Presentation Skills, Sales, Marketing Strategy, Leadership, Investments, Morningstar Office, Fixed Income Portfolio..., Portfolio Optimization, Teamwork, Microsoft Office
Education
State University of New York at Buffalo - School of Management
Bachelor of Science in Business Administration, Finance
Oceanside High School 2008 — 2012
IBM July 2015 - Present
IBM June 2014 - August 2014
William and Mary MBA Golf Tournament November 2013 - April 2014
Terese Kelly Investment Group March 2012 - May 2013
Skills
Portfolio Management, Investments, Financial Analysis, Financial Reporting, Stock Market, Microsoft Excel, Analysis, Financial Modeling, Finance, Valuation, Data Analysis, Corporate Finance, Equities, Quantum Field Theory, Puppets, Access, Accounting, Asian Cuisine
Education
The College of William and Mary - The Mason School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
State University of New York at Buffalo 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Investment Management, 3.6/4.0 GPA
Terese Kelly Investment Group April 2015 - Present
Skills
Leadership, Time Management, Teamwork, Customer Service, Microsoft Office, Communication, Organization, Strategic Planning, Financial Analysis, Financial Accounting, Microsoft Excel, Access, Peachtree
Education
State University of New York at Buffalo - School of Management 2015 — 2016
MS Accounting, Taxation
State University of New York at Buffalo - School of Management 2011 — 2015
BS Accounting, Accounting, 3.97/4.0
BlackRock August 2015 - Present
Terese Kelly Investment Group April 2014 - May 2015
CFA Institute September 2014 - February 2015
Thomson Reuters May 2014 - August 2014
Northwestern Mutual June 2013 - August 2013
Radius Ventures July 2012 - July 2012
Skills
Leadership, Financial Analysis, Finance, Works well with people, Analytical Skills, Portfolio Management, Consulting, Teamwork, Strategic Planning, Investments, Microsoft Excel, Financial Statement..., Venture Capital, Analysis, PowerPoint, Microsoft Office, Soft Skills, Marketing, Quantitative Analytics, Valuation, Thomson Reuters Eikon
Education
State University of New York at Buffalo 2011 — 2015
Bachelors of Science in Business Administration, Finance, Summa Cum Laude
Fitch Ratings July 2015 - Present
Terese Kelly Investment Group September 2014 - May 2015
University at Buffalo Equity Research Club December 2013 - May 2015
Bloomberg LP May 2014 - August 2014
Cruiser Capital December 2013 - January 2014
Investment Banking Institute August 2013 - August 2013
North American Partners in Anesthesia June 2013 - August 2013
Meaden & Moore June 2013 - August 2013
Education
State University of New York at Buffalo - School of Management 2011 — 2015
Bachelor of Science in Business Administration, Finance, 3.7
Syosset High School 2007 — 2011
Terese Kelly Investment Group April 2012 - Present
VinaCapital May 2012 - August 2012
Ark Community Church September 2011 - December 2011
Siemens May 2011 - August 2011
Utica College September 2008 - May 2010
Skills
Six Sigma, Problem Solving, Microsoft Office, Linear Programming, Process Simulation, SPSS, Minitab, Data Modeling, Stock Market, Investments, Interpersonal Skill, Coaching, Analysis, Private Equity, Valuation
Education
University at Buffalo 2011 — 2013
MBA, Finance, Management Consulting, 3.82
University at Buffalo, The State University of New York 2010 — 2013
Bachelor of Science, Industrial Engineering, 4.0
Utica College
Bachelor of Science, Physics