The Davis Center for Portfolio Management
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The Davis Center for Portfolio Management Employees
Employee
Years
Job
Industry
Matthew Fazio Matthew Fazio's The Davis Center for Portfolio Management Experience October 2014 - Present
Job J.P. Morgan Securities Intern
Industry Financial Services
Experience
Delta Sigma Pi April 2015 - Present
The Davis Center for Portfolio Management October 2014 - Present
J.P. Morgan March 2015 - August 2015
Northwestern Mutual April 2014 - March 2015
Flyer Enterprises November 2013 - April 2014
Full Access Products May 2013 - August 2013
Skills
Investments, Teamwork, Mutual Funds, Insurance, Social Media, Life Insurance, Public Speaking, Marketing, Golf, Customer Service, Social Networking, Event Management, Microsoft Word, Leadership, Sales, Customer Satisfaction, Advertising, Marketing Communications, Research, Fundraising, Risk Management, Financial Analysis, HTML, Illustrator, Social Skills, Holistic Financial..., Financial Planning
Education
University of Dayton 2012 — 2016
Finance and Marketing Double Major, Junior
Marmion Academy
Marmion Academy
Marmion Academy
Delta Sigma Pi April 2015 - Present
The Davis Center for Portfolio Management October 2014 - Present
J.P. Morgan March 2015 - August 2015
Northwestern Mutual April 2014 - March 2015
Flyer Enterprises November 2013 - April 2014
Full Access Products May 2013 - August 2013
Skills
Investments, Teamwork, Mutual Funds, Insurance, Social Media, Life Insurance, Public Speaking, Marketing, Golf, Customer Service, Social Networking, Event Management, Microsoft Word, Leadership, Sales, Customer Satisfaction, Advertising, Marketing Communications, Research, Fundraising, Risk Management, Financial Analysis, HTML, Illustrator, Social Skills, Holistic Financial..., Financial Planning
Education
University of Dayton 2012 — 2016
Finance and Marketing Double Major, Junior
Marmion Academy
Marmion Academy
Marmion Academy
George Cressy III George Cressy III's The Davis Center for Portfolio Management Experience January 2011 - May 2014
Job Student at Indiana University Maurer School of Law
Industry Real Estate
Experience
The Davis Center for Portfolio Management January 2011 - May 2014
Brady Ware January 2013 - April 2013
Newmark Grubb Cressy & Everett 2013 - 2013
Flyer FOREX Fund June 2011 - February 2012
Skills
Microsoft Office, Team Leadership, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Time Management, Public Speaking, Teamwork, Leadership, Access, Customer Service, Event Planning, Research, Data Analysis, Marketing
Education
Indiana University School of Law—Bloomington 2014 — 2017
Doctor of Jurisprudence (J.D.)
University of Dayton 2010 — 2014
Bachelor of Science in Business Administration, Accounting and Finance
Marian High School 2006 — 2010
High School Diploma
The Davis Center for Portfolio Management January 2011 - May 2014
Brady Ware January 2013 - April 2013
Newmark Grubb Cressy & Everett 2013 - 2013
Flyer FOREX Fund June 2011 - February 2012
Skills
Microsoft Office, Team Leadership, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Time Management, Public Speaking, Teamwork, Leadership, Access, Customer Service, Event Planning, Research, Data Analysis, Marketing
Education
Indiana University School of Law—Bloomington 2014 — 2017
Doctor of Jurisprudence (J.D.)
University of Dayton 2010 — 2014
Bachelor of Science in Business Administration, Accounting and Finance
Marian High School 2006 — 2010
High School Diploma
Alex Van Tiem Alex Van Tiem's The Davis Center for Portfolio Management Experience August 2012 - May 2014
Job Global Banking and Brokerage Consultant at FactSet Research Systems
Industry Financial Services
Experience
FactSet September 2014 - Present
The Davis Center for Portfolio Management August 2012 - May 2014
Epsilon Nu Tau Fraternity, Inc. January 2013 - January 2014
University of Dayton August 2012 - May 2013
Meadowbrook Insurance Group May 2012 - November 2012
University of Dayton August 2011 - May 2012
Reidelbach Gardens May 2010 - August 2010
Skills
Team Leadership, Entrepreneurship, Program Management, Analysis, Public Speaking, Marketing, PowerPoint, Facebook, Event Management, Microsoft Excel, Leadership, Bloomberg Terminal, Time Management, Social Media, Social Media Marketing, Market Research, Microsoft Office, Marketing Communications, Research, Microsoft Word, Social Networking
Education
University of Dayton 2010 — 2014
Bachelor of Business Administration (BBA), Entrepreneurship & Finance, Senior
University of Detroit Jesuit High School 2006 — 2010
FactSet September 2014 - Present
The Davis Center for Portfolio Management August 2012 - May 2014
Epsilon Nu Tau Fraternity, Inc. January 2013 - January 2014
University of Dayton August 2012 - May 2013
Meadowbrook Insurance Group May 2012 - November 2012
University of Dayton August 2011 - May 2012
Reidelbach Gardens May 2010 - August 2010
Skills
Team Leadership, Entrepreneurship, Program Management, Analysis, Public Speaking, Marketing, PowerPoint, Facebook, Event Management, Microsoft Excel, Leadership, Bloomberg Terminal, Time Management, Social Media, Social Media Marketing, Market Research, Microsoft Office, Marketing Communications, Research, Microsoft Word, Social Networking
Education
University of Dayton 2010 — 2014
Bachelor of Business Administration (BBA), Entrepreneurship & Finance, Senior
University of Detroit Jesuit High School 2006 — 2010
Courtney Cady Courtney Cady's The Davis Center for Portfolio Management Experience October 2013 - Present
Job Economic Analyst for the Davis Center for Portfolio Management at the University of Dayton
Industry Financial Services
Experience
The Davis Center for Portfolio Management October 2013 - Present
University of Dayton August 2013 - Present
University of Dayton 2012 - 2015
Fifth Third Bank May 2014 - August 2014
Athens Social Media August 2013 - November 2013
Oberweis Dairy March 2012 - August 2012
Claim Jumper Restaurants March 2009 - February 2011
Skills
Teamwork, Marketing, Leadership, Team Management, Microsoft Office, Team Leadership, Event Planning, Communication, Marketing Communications, Team Building, Social Networking, Group Work, Optimization, Organization, Leadership Development, Bloomberg Certified, Public Speaking, VBA, JavaScript, Internal Audit, IT Audit, Microsoft Excel, Corporate Finance
Education
University of Dayton 2012 — 2016
Bachelors of Science, Business Administration Marketing and Management Information Systems, Freshman
The Davis Center for Portfolio Management October 2013 - Present
University of Dayton August 2013 - Present
University of Dayton 2012 - 2015
Fifth Third Bank May 2014 - August 2014
Athens Social Media August 2013 - November 2013
Oberweis Dairy March 2012 - August 2012
Claim Jumper Restaurants March 2009 - February 2011
Skills
Teamwork, Marketing, Leadership, Team Management, Microsoft Office, Team Leadership, Event Planning, Communication, Marketing Communications, Team Building, Social Networking, Group Work, Optimization, Organization, Leadership Development, Bloomberg Certified, Public Speaking, VBA, JavaScript, Internal Audit, IT Audit, Microsoft Excel, Corporate Finance
Education
University of Dayton 2012 — 2016
Bachelors of Science, Business Administration Marketing and Management Information Systems, Freshman
Alexandra LoPresti Alexandra LoPresti's The Davis Center for Portfolio Management Experience May 2011 - April 2012
Job Investment Analyst at CBIZ
Industry Financial Services
Experience
CBIZ July 2012 - Present
The Davis Center for Portfolio Management May 2011 - April 2012
Epsilon Nu Tau Fraternity, Inc. February 2011 - December 2011
CBIZ May 2010 - August 2011
The Davis Center for Portfolio Management August 2010 - May 2011
Cleveland Clinic May 2010 - August 2010
Mission Possible June 2009 - June 2010
Skills
Bloomberg, Investments, Mutual Funds, Financial Analysis, Finance, Accounting, Strategic Financial..., Bloomberg Terminal, Microsoft Excel, Analysis, Portfolio Management, Social Media, Public Speaking
Education
University of Dayton 2008 — 2012
Bachelor of Science in Business Administration
Walsh Jesuit High School 2004 — 2008
CBIZ July 2012 - Present
The Davis Center for Portfolio Management May 2011 - April 2012
Epsilon Nu Tau Fraternity, Inc. February 2011 - December 2011
CBIZ May 2010 - August 2011
The Davis Center for Portfolio Management August 2010 - May 2011
Cleveland Clinic May 2010 - August 2010
Mission Possible June 2009 - June 2010
Skills
Bloomberg, Investments, Mutual Funds, Financial Analysis, Finance, Accounting, Strategic Financial..., Bloomberg Terminal, Microsoft Excel, Analysis, Portfolio Management, Social Media, Public Speaking
Education
University of Dayton 2008 — 2012
Bachelor of Science in Business Administration
Walsh Jesuit High School 2004 — 2008
Dimitri Tsiribas Dimitri Tsiribas's The Davis Center for Portfolio Management Experience April 2012 - May 2014
Job Senior Analyst at JLL
Industry Commercial Real Estate
Experience
JLL June 2014 - Present
The Kudla Dynamic Allocation Fund March 2013 - May 2014
The Davis Center for Portfolio Management April 2012 - May 2014
Sax Realty, Inc July 2011 - May 2014
CME Group May 2013 - August 2013
Hanley Trading Center- Flyer FOREX Fund October 2011 - October 2012
CME Group May 2012 - August 2012
Tibbets Ranch, Inc May 2011 - June 2011
Skills
Salesforce.com, Bloomberg Terminal, Microsoft Excel, Investment Strategies, Security Analysis, Market Analysis, Commodity Markets, Trading Systems, Trading Strategies, Financial Risk, Due Diligence, Portfolio Management, Leadership, Business Valuation, Microsoft Office, Public Speaking, Finance, Financial Analysis
Education
University of Dayton 2010 — 2014
Bachelor of Science, Finance
Hondros College 2011 — 2011
Real Estate Licensing Courses
Glenbrook North High School 2006 — 2010
JLL June 2014 - Present
The Kudla Dynamic Allocation Fund March 2013 - May 2014
The Davis Center for Portfolio Management April 2012 - May 2014
Sax Realty, Inc July 2011 - May 2014
CME Group May 2013 - August 2013
Hanley Trading Center- Flyer FOREX Fund October 2011 - October 2012
CME Group May 2012 - August 2012
Tibbets Ranch, Inc May 2011 - June 2011
Skills
Salesforce.com, Bloomberg Terminal, Microsoft Excel, Investment Strategies, Security Analysis, Market Analysis, Commodity Markets, Trading Systems, Trading Strategies, Financial Risk, Due Diligence, Portfolio Management, Leadership, Business Valuation, Microsoft Office, Public Speaking, Finance, Financial Analysis
Education
University of Dayton 2010 — 2014
Bachelor of Science, Finance
Hondros College 2011 — 2011
Real Estate Licensing Courses
Glenbrook North High School 2006 — 2010
Gianina Alagia Gianina Alagia's The Davis Center for Portfolio Management Experience April 2012 - May 2014
Job Global Banking and Brokerage Consultant at FactSet Research Systems
Industry Financial Services
Experience
FactSet September 2014 - Present
The Davis Center for Portfolio Management April 2012 - May 2014
University of Dayton Athletic Communications August 2010 - May 2014
Merrill Lynch May 2013 - August 2013
Lord & Taylor December 2012 - July 2013
Skills
InDesign, Microsoft Excel, Social Media Marketing, Research, Management, Sales, Facebook, Bloomberg, PowerPoint, Investments, Sports, Trading, Event Planning, Microsoft Office, Social Media, Analysis
Education
University of Dayton 2010 — 2014
Bachelor of Science (BS), School of Business Administraion, Finance and Psychology
Kellenberg Memorial High School 2006 — 2010
FactSet September 2014 - Present
The Davis Center for Portfolio Management April 2012 - May 2014
University of Dayton Athletic Communications August 2010 - May 2014
Merrill Lynch May 2013 - August 2013
Lord & Taylor December 2012 - July 2013
Skills
InDesign, Microsoft Excel, Social Media Marketing, Research, Management, Sales, Facebook, Bloomberg, PowerPoint, Investments, Sports, Trading, Event Planning, Microsoft Office, Social Media, Analysis
Education
University of Dayton 2010 — 2014
Bachelor of Science (BS), School of Business Administraion, Finance and Psychology
Kellenberg Memorial High School 2006 — 2010
Kate Morgan Kate Morgan's The Davis Center for Portfolio Management Experience January 2009 - December 2011
Job Account Executive
Industry Financial Services
Experience
Fundera January 2015 - Present
J.P. Morgan July 2014 - December 2014
J.P. Morgan Asset Management June 2012 - July 2014
Global Platinum Securities February 2009 - December 2011
The Davis Center for Portfolio Management January 2009 - December 2011
J.P. Morgan June 2011 - August 2011
RBS Sempra Commodities May 2010 - August 2010
Skills
Bloomberg Terminal, Music Industry, Microsoft Excel, PowerPoint, Adobe Acrobat, Python, Financial Analysis, Financial Modeling, Asset Allocation, Wealth Management, Statistics, Hedge Funds, Series 7, Series 63, Investment Management, Bloomberg, Finance
Education
Universidad Pablo de Olavide 2010 — 2011
Spanish, International Studies
University of Dayton 2008 — 2011
Bachelor of Science (BS), Finance and Decision Sciences
Fundera January 2015 - Present
J.P. Morgan July 2014 - December 2014
J.P. Morgan Asset Management June 2012 - July 2014
Global Platinum Securities February 2009 - December 2011
The Davis Center for Portfolio Management January 2009 - December 2011
J.P. Morgan June 2011 - August 2011
RBS Sempra Commodities May 2010 - August 2010
Skills
Bloomberg Terminal, Music Industry, Microsoft Excel, PowerPoint, Adobe Acrobat, Python, Financial Analysis, Financial Modeling, Asset Allocation, Wealth Management, Statistics, Hedge Funds, Series 7, Series 63, Investment Management, Bloomberg, Finance
Education
Universidad Pablo de Olavide 2010 — 2011
Spanish, International Studies
University of Dayton 2008 — 2011
Bachelor of Science (BS), Finance and Decision Sciences
Conor Flynn Conor Flynn's The Davis Center for Portfolio Management Experience May 2012 - May 2014
Job Program Coordinator at Wayne State University School of Business
Industry Higher Education
Experience
Wayne State University School of Business September 2014 - Present
The Davis Center for Portfolio Management May 2012 - May 2014
Buffalo Place Inc. May 2011 - August 2013
The Davis Center for Portfolio Management August 2011 - May 2012
The Davis Center for Portfolio Management August 2011 - May 2012
The Davis Center for Portfolio Management November 2010 - May 2011
Buffalo Bills August 2007 - January 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Event Planning, Customer Service, Microsoft Word, Public Relations, Leadership, Fundraising, Market Research, Social Media, Teamwork, Facebook, Nonprofits, Press Releases, Marketing, Event Management
Education
University of Dayton 2010 — 2014
Bachelor of Science, Business Administration; Marketing
Canisius High School 2006 — 2010
Wayne State University School of Business September 2014 - Present
The Davis Center for Portfolio Management May 2012 - May 2014
Buffalo Place Inc. May 2011 - August 2013
The Davis Center for Portfolio Management August 2011 - May 2012
The Davis Center for Portfolio Management August 2011 - May 2012
The Davis Center for Portfolio Management November 2010 - May 2011
Buffalo Bills August 2007 - January 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Event Planning, Customer Service, Microsoft Word, Public Relations, Leadership, Fundraising, Market Research, Social Media, Teamwork, Facebook, Nonprofits, Press Releases, Marketing, Event Management
Education
University of Dayton 2010 — 2014
Bachelor of Science, Business Administration; Marketing
Canisius High School 2006 — 2010
Melissa Janicke's The Davis Center for Portfolio Management Experience April 2009 - July 2010
Job Staff Auditor at Ernst & Young
Industry Accounting
Experience
Ernst & Young July 2010 - Present
The Davis Center for Portfolio Management April 2009 - July 2010
Davis Center for Portfolio Management August 2008 - April 2009
Education
University of Dayton 2006 — 2010
Bachelor's, Accounting, Finance, and Spanish
St. Joseph's Academy 2002 — 2006
High School
Ernst & Young July 2010 - Present
The Davis Center for Portfolio Management April 2009 - July 2010
Davis Center for Portfolio Management August 2008 - April 2009
Education
University of Dayton 2006 — 2010
Bachelor's, Accounting, Finance, and Spanish
St. Joseph's Academy 2002 — 2006
High School
Greg Castell Greg Castell's The Davis Center for Portfolio Management Experience April 2011 - April 2012
Job Equity Data Analyst
Industry Financial Services
Experience
Bloomberg LP July 2012 - October 2013
The Davis Center for Portfolio Management April 2011 - April 2012
Bloomberg June 2011 - August 2011
The Davis Center for Portfolio Management August 2010 - March 2011
The Kirtland Country Club May 2008 - August 2010
Skills
Bloomberg, Investments, Valuation, Portfolio Management, Equities, Analysis, Finance, Bloomberg Terminal, Securities, Equity Research, Management, Financial Modeling, Business Planning, Financial Analysis, VBA, Microsoft Excel, Data Analysis, PowerPoint
Education
University of Dayton 2008 — 2012
Bachelor of Science Degree, Finance & Economics
Notre Dame - Cathedral Latin High Schol 2004 — 2008
Bloomberg LP July 2012 - October 2013
The Davis Center for Portfolio Management April 2011 - April 2012
Bloomberg June 2011 - August 2011
The Davis Center for Portfolio Management August 2010 - March 2011
The Kirtland Country Club May 2008 - August 2010
Skills
Bloomberg, Investments, Valuation, Portfolio Management, Equities, Analysis, Finance, Bloomberg Terminal, Securities, Equity Research, Management, Financial Modeling, Business Planning, Financial Analysis, VBA, Microsoft Excel, Data Analysis, PowerPoint
Education
University of Dayton 2008 — 2012
Bachelor of Science Degree, Finance & Economics
Notre Dame - Cathedral Latin High Schol 2004 — 2008
Marco Vargas-Avila's The Davis Center for Portfolio Management Experience August 2009 - May 2011
Job Global Logistics. Individual Solutions.
Industry Logistics and Supply Chain
Experience
Damco (part of the AP Moller-Maersk Group) July 2015 - Present
The Grane Companies May 2015 - July 2015
Grane Logistics Express (The Grane Companies) September 2013 - May 2015
Total Quality Logistics February 2013 - September 2013
UBS Wealth Management February 2011 - May 2011
The Davis Center for Portfolio Management August 2009 - May 2011
Vector Marketing Corporation May 2009 - September 2010
Venture Manufacturing Company January 2009 - March 2009
Skills
3PL, Sales, Transportation, Financial Analysis, Finance, Leadership, Public Speaking, Management, Statistics, Translation, Microsoft Excel, Spanish, Training, Microsoft Office, Logistics
Education
University of Dayton 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Comillas Pontifical University / ICADE 2010 — 2010
Exchange Program, Economics & Finance
Geneva Community High School 2004 — 2008
High School Diploma
Damco (part of the AP Moller-Maersk Group) July 2015 - Present
The Grane Companies May 2015 - July 2015
Grane Logistics Express (The Grane Companies) September 2013 - May 2015
Total Quality Logistics February 2013 - September 2013
UBS Wealth Management February 2011 - May 2011
The Davis Center for Portfolio Management August 2009 - May 2011
Vector Marketing Corporation May 2009 - September 2010
Venture Manufacturing Company January 2009 - March 2009
Skills
3PL, Sales, Transportation, Financial Analysis, Finance, Leadership, Public Speaking, Management, Statistics, Translation, Microsoft Excel, Spanish, Training, Microsoft Office, Logistics
Education
University of Dayton 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Comillas Pontifical University / ICADE 2010 — 2010
Exchange Program, Economics & Finance
Geneva Community High School 2004 — 2008
High School Diploma
Nate Hauge Nate Hauge's The Davis Center for Portfolio Management Experience May 2012 - April 2014
Job Investment Management Analyst at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan July 2014 - Present
Kudla Dynamic Allocation Fund March 2013 - April 2014
The Davis Center for Portfolio Management May 2012 - April 2014
J.P. Morgan June 2013 - August 2013
Skills
Portfolio Management, Microsoft Office, Bloomberg, Bloomberg Terminal, Financial Analysis, Time Management, Asset Management, Fixed Income, Economics, Microsoft Excel, Investment Management, Corporate Finance, Mutual Funds, Investments, Morningstar Direct, Economic Research, ETFs, Equity Trading
Education
University of Dayton 2010 — 2014
Bachelor of Science (B.S.), Finance, Business Economics
Universität Augsburg
Statistics & Management Information Systems
Dublin Coffman High School 2006 — 2010
J.P. Morgan July 2014 - Present
Kudla Dynamic Allocation Fund March 2013 - April 2014
The Davis Center for Portfolio Management May 2012 - April 2014
J.P. Morgan June 2013 - August 2013
Skills
Portfolio Management, Microsoft Office, Bloomberg, Bloomberg Terminal, Financial Analysis, Time Management, Asset Management, Fixed Income, Economics, Microsoft Excel, Investment Management, Corporate Finance, Mutual Funds, Investments, Morningstar Direct, Economic Research, ETFs, Equity Trading
Education
University of Dayton 2010 — 2014
Bachelor of Science (B.S.), Finance, Business Economics
Universität Augsburg
Statistics & Management Information Systems
Dublin Coffman High School 2006 — 2010
Emilee Wood Emilee Wood's The Davis Center for Portfolio Management Experience August 2012 - May 2013
Job Media Planner at Razorfish
Industry Marketing and Advertising
Experience
Razorfish November 2014 - Present
87AM September 2013 - November 2014
Saatchi & Saatchi X June 2013 - August 2013
The Davis Center for Portfolio Management August 2012 - May 2013
University of Dayton August 2012 - May 2013
dunnhumby May 2012 - August 2012
The Davis Center for Portfolio Management August 2010 - May 2012
WHIO-TV January 2011 - May 2011
The Davis Center for Portfolio Management January 2010 - May 2010
Skills
Public Speaking, Critical Thinking, Creative Problem Solving, Leadership, Data Analysis, Marketing Strategy, Microsoft Office, Adobe Creative Suite, Market Research, Advertising, Event Planning, Project Management
Education
University of Dayton 2009 — 2013
Bachelor of Science (BS), Business Marketing and Entrepreneurship Majors, Visual Communication Design Minor
Razorfish November 2014 - Present
87AM September 2013 - November 2014
Saatchi & Saatchi X June 2013 - August 2013
The Davis Center for Portfolio Management August 2012 - May 2013
University of Dayton August 2012 - May 2013
dunnhumby May 2012 - August 2012
The Davis Center for Portfolio Management August 2010 - May 2012
WHIO-TV January 2011 - May 2011
The Davis Center for Portfolio Management January 2010 - May 2010
Skills
Public Speaking, Critical Thinking, Creative Problem Solving, Leadership, Data Analysis, Marketing Strategy, Microsoft Office, Adobe Creative Suite, Market Research, Advertising, Event Planning, Project Management
Education
University of Dayton 2009 — 2013
Bachelor of Science (BS), Business Marketing and Entrepreneurship Majors, Visual Communication Design Minor
Mark Kocoloski Mark Kocoloski's The Davis Center for Portfolio Management Experience May 2011 - April 2013
Job Tax Consultant at Deloitte
Industry Accounting
Experience
Deloitte October 2014 - Present
University of Dayton - Accounting Department August 2013 - May 2014
Deloitte June 2013 - August 2013
The Davis Center for Portfolio Management May 2011 - April 2013
NewPage Corporation May 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Accounting, Financial Modeling, Financial Reporting, Financial Accounting, Finance, Economics, Management, Research, Time Management
Education
University of Dayton 2013 — 2014
Master of Business Administration (MBA), Accounting
University of Dayton 2009 — 2013
Bachelor of Science (BS), Accounting and Economics
Deloitte October 2014 - Present
University of Dayton - Accounting Department August 2013 - May 2014
Deloitte June 2013 - August 2013
The Davis Center for Portfolio Management May 2011 - April 2013
NewPage Corporation May 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Accounting, Financial Modeling, Financial Reporting, Financial Accounting, Finance, Economics, Management, Research, Time Management
Education
University of Dayton 2013 — 2014
Master of Business Administration (MBA), Accounting
University of Dayton 2009 — 2013
Bachelor of Science (BS), Accounting and Economics
Collin Klammer Collin Klammer's The Davis Center for Portfolio Management Experience April 2009 - May 2010
Job Sales Representative at DePuy Synthes Spine
Industry Medical Devices
Experience
DePuy Synthes Spine July 2013 - Present
KeyBank October 2011 - July 2013
KeyBank July 2010 - October 2011
The North Face June 2009 - July 2010
The Davis Center for Portfolio Management April 2009 - May 2010
University of Dayton August 2007 - August 2009
SJC Acquisitions, Inc. May 2008 - August 2008
Signature of Solon Country Club April 2004 - August 2007
Skills
Financial Analysis, Microsoft Excel, Banking, Corporate Finance, Funds Transfer Pricing, QRM
Education
University of Dayton 2006 — 2010
Bachelors of Science, Double Major: Entrepreneurship & Finance, 3.78 / 4.00
Walsh Jesuit High School 2002 — 2006
DePuy Synthes Spine July 2013 - Present
KeyBank October 2011 - July 2013
KeyBank July 2010 - October 2011
The North Face June 2009 - July 2010
The Davis Center for Portfolio Management April 2009 - May 2010
University of Dayton August 2007 - August 2009
SJC Acquisitions, Inc. May 2008 - August 2008
Signature of Solon Country Club April 2004 - August 2007
Skills
Financial Analysis, Microsoft Excel, Banking, Corporate Finance, Funds Transfer Pricing, QRM
Education
University of Dayton 2006 — 2010
Bachelors of Science, Double Major: Entrepreneurship & Finance, 3.78 / 4.00
Walsh Jesuit High School 2002 — 2006
Kelsey Stroble Kelsey Stroble's The Davis Center for Portfolio Management Experience 2011 - May 2012
Job Accounting
Industry Accounting
Experience
Baker Tilly Virchow Krause, LLP October 2013 - Present
University of Dayton 2011 - May 2013
RubinBrown LLP June 2012 - July 2012
The Davis Center for Portfolio Management 2011 - May 2012
E3/Sentry Retirement May 2011 - September 2011
Davis Center for Portfolio Management August 2010 - June 2011
Anheuser-Busch May 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Customer Service, Time Management, Data Analysis, Access, Public Speaking, Financial Modeling, Accounting
Education
University of Dayton 2012 — 2013
Master of Business Administration (MBA), Accounting
University of Dayton 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Baker Tilly Virchow Krause, LLP October 2013 - Present
University of Dayton 2011 - May 2013
RubinBrown LLP June 2012 - July 2012
The Davis Center for Portfolio Management 2011 - May 2012
E3/Sentry Retirement May 2011 - September 2011
Davis Center for Portfolio Management August 2010 - June 2011
Anheuser-Busch May 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Customer Service, Time Management, Data Analysis, Access, Public Speaking, Financial Modeling, Accounting
Education
University of Dayton 2012 — 2013
Master of Business Administration (MBA), Accounting
University of Dayton 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Kevin Schrik Kevin Schrik's The Davis Center for Portfolio Management Experience November 2010 - May 2014
Job Audit Assistant at Deloitte
Industry Financial Services
Experience
Deloitte September 2014 - Present
The Davis Center for Portfolio Management November 2010 - May 2014
Biomedical Systems July 2013 - August 2013
Marathon Petroleum Company May 2012 - August 2012
Flyer Enterprises March 2010 - March 2011
Skills
Management, Spanish
Education
University of Dayton 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance, 3.765
Comillas Pontifical University / ICADE 2012 — 2012
Economics, Finance, Business Ethics, Spanish
Deloitte September 2014 - Present
The Davis Center for Portfolio Management November 2010 - May 2014
Biomedical Systems July 2013 - August 2013
Marathon Petroleum Company May 2012 - August 2012
Flyer Enterprises March 2010 - March 2011
Skills
Management, Spanish
Education
University of Dayton 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance, 3.765
Comillas Pontifical University / ICADE 2012 — 2012
Economics, Finance, Business Ethics, Spanish
David Thomas David Thomas's The Davis Center for Portfolio Management Experience January 2007 - May 2009
Job Music Production
Industry Entertainment
Experience
William Morris Endeavor 2014 - 2015
William Morris Endeavor 2010 - 2014
Vanline Productions August 2007 - May 2010
1019 Entertainment June 2009 - August 2009
The Davis Center for Portfolio Management January 2007 - May 2009
Skills
Producing, Entertainment, Television, Film, New Media, Event Planning, Digital Media, Film Production, Facebook, Video Production, Final Cut Pro, Social Media Marketing, Publicity, Social Media
Education
Icon Collective 2015 — 2016
University of Dayton 2006 — 2010
BS, Finance, Entrepreneurship
William Morris Endeavor 2014 - 2015
William Morris Endeavor 2010 - 2014
Vanline Productions August 2007 - May 2010
1019 Entertainment June 2009 - August 2009
The Davis Center for Portfolio Management January 2007 - May 2009
Skills
Producing, Entertainment, Television, Film, New Media, Event Planning, Digital Media, Film Production, Facebook, Video Production, Final Cut Pro, Social Media Marketing, Publicity, Social Media
Education
Icon Collective 2015 — 2016
University of Dayton 2006 — 2010
BS, Finance, Entrepreneurship
Matthew Chkautovich's The Davis Center for Portfolio Management Experience May 2012 - Present
Job Securities Analyst at The Davis Center for Portfolio Management
Industry Financial Services
Experience
The Davis Center for Portfolio Management May 2012 - Present
The Davis Center for Portfolio Management March 2012 - Present
Wells Fargo Advisors May 2013 - August 2013
The Davis Center for Portfolio Management December 2011 - May 2012
Skills
Financial Analysis, Portfolio Management, Project Management, Event Management, Spanish-speaking, Investments
Education
University of Dayton 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Universidad de Deusto 2013 — 2013
The Davis Center for Portfolio Management May 2012 - Present
The Davis Center for Portfolio Management March 2012 - Present
Wells Fargo Advisors May 2013 - August 2013
The Davis Center for Portfolio Management December 2011 - May 2012
Skills
Financial Analysis, Portfolio Management, Project Management, Event Management, Spanish-speaking, Investments
Education
University of Dayton 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Universidad de Deusto 2013 — 2013
Kaitlyn Apking's The Davis Center for Portfolio Management Experience January 2013 - May 2013
Job May 2016, Marketing/Management Information Systems Grad, University of Dayton, Seeking career opportunities
Industry Marketing and Advertising
Experience
The AroundCampus Group May 2015 - July 2015
The Davis Center for Portfolio Management January 2013 - May 2013
Sales Club October 2012 - May 2013
Education
University of Dayton 2014 — 2014
Marketing/ Management Information Systems
The AroundCampus Group May 2015 - July 2015
The Davis Center for Portfolio Management January 2013 - May 2013
Sales Club October 2012 - May 2013
Education
University of Dayton 2014 — 2014
Marketing/ Management Information Systems
Catherine Moeman's The Davis Center for Portfolio Management Experience August 2010 - Present
Job Securities Analysis Team Memeber at The Davis Center for Portfolio Management
Industry Financial Services
Experience
The Davis Center for Portfolio Management August 2010 - Present
Education
University of Dayton 2009 — 2013
University of Dayton 2009 — 2013
The Davis Center for Portfolio Management August 2010 - Present
Education
University of Dayton 2009 — 2013
University of Dayton 2009 — 2013
Corey Pryor's The Davis Center for Portfolio Management Experience January 2011 - May 2012
Job Senior Audit Associate at Topel Forman, LLC
Industry Accounting
Experience
Topel Forman, LLC July 2015 - Present
Topel Forman, LLC November 2013 - June 2015
University of Dayton January 2012 - May 2012
The Davis Center for Portfolio Management January 2011 - May 2012
Skills
Teamwork, Facebook, Sales, Communication, Social Networking
Education
University of Dayton 2012 — 2013
Master of Business Administration (MBA)
University of Dayton 2007 — 2012
Bachelor's Degree, Accounting and Finance (Double Major)
Topel Forman, LLC July 2015 - Present
Topel Forman, LLC November 2013 - June 2015
University of Dayton January 2012 - May 2012
The Davis Center for Portfolio Management January 2011 - May 2012
Skills
Teamwork, Facebook, Sales, Communication, Social Networking
Education
University of Dayton 2012 — 2013
Master of Business Administration (MBA)
University of Dayton 2007 — 2012
Bachelor's Degree, Accounting and Finance (Double Major)
Erik Kurcz's The Davis Center for Portfolio Management Experience December 2012 - May 2015
Job Finance Undergrad at University of Dayton
Industry Financial Services
Experience
Fifth Third Bank May 2015 - August 2015
The Davis Center for Portfolio Management December 2012 - May 2015
Buckingham Financial Group May 2014 - April 2015
Flyer Consulting January 2014 - August 2014
Polyscope Polymers BV May 2013 - June 2013
Skills
Microsoft Excel, Microsoft Excel VBA, Bloomberg Terminal, Morningstar Direct, Morningstar CRM, Economic Analysis, Securities Research
Education
University of Dayton 2012 — 2016
Bachelor of Science (B.S.), Finance and Accounting, Senior
Detroit Catholic Central High School 2008 — 2012
High School Diploma
Fifth Third Bank May 2015 - August 2015
The Davis Center for Portfolio Management December 2012 - May 2015
Buckingham Financial Group May 2014 - April 2015
Flyer Consulting January 2014 - August 2014
Polyscope Polymers BV May 2013 - June 2013
Skills
Microsoft Excel, Microsoft Excel VBA, Bloomberg Terminal, Morningstar Direct, Morningstar CRM, Economic Analysis, Securities Research
Education
University of Dayton 2012 — 2016
Bachelor of Science (B.S.), Finance and Accounting, Senior
Detroit Catholic Central High School 2008 — 2012
High School Diploma