The William C. Dunkelberg Owl Fund
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The William C. Dunkelberg Owl Fund Employees
Employee
Years
Job
Industry
Jordan Moss Jordan Moss's The William C. Dunkelberg Owl Fund Experience 2010 - 2014
Job Financial Analyst Intern at Cantor Fitzgerald
Industry Commercial Real Estate
Experience
Cantor Fitzgerald October 2014 - Present
Fox School of Business at Temple University July 2013 - July 2014
The William C. Dunkelberg Owl Fund 2010 - 2014
Five Star Sports Camp April 2011 - September 2011
Jamba Juice January 2008 - April 2010
Skills
Equities, Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Investments, Finance, Bloomberg Terminal, Public Speaking, Customer Service, Financial Modeling
Education
Temple University Fox School of Business 2010 — 2014
Bachelor of Business Administration, Investment Finance
Temple University Japan
Cantor Fitzgerald October 2014 - Present
Fox School of Business at Temple University July 2013 - July 2014
The William C. Dunkelberg Owl Fund 2010 - 2014
Five Star Sports Camp April 2011 - September 2011
Jamba Juice January 2008 - April 2010
Skills
Equities, Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Investments, Finance, Bloomberg Terminal, Public Speaking, Customer Service, Financial Modeling
Education
Temple University Fox School of Business 2010 — 2014
Bachelor of Business Administration, Investment Finance
Temple University Japan
Charles Paraboschi Charles Paraboschi's The William C. Dunkelberg Owl Fund Experience September 2012 - May 2014
Job Analyst at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation May 2014 - Present
The William C. Dunkelberg Owl Fund September 2012 - May 2014
West Shore Group LLC September 2013 - February 2014
Tower Bridge Advisors May 2013 - September 2013
S. Jack Scaccetti Insurance June 2011 - December 2011
Discovery Semiconductors, Inc. June 2009 - August 2009
Skills
Finance, Financial Analysis, Financial Modeling, Microsoft Excel, DCF Valuation, Relative Value Trading, Bloomberg, Capital IQ, ThomsonOne, Technical Analysis, Currency, Telephone Skills, Microsoft Office, Excel models, WACC, Value Investing, Investments, Corporate Finance, Revenue Forecasting, Revenue Analysis, Public Speaking, Team Management, Team Leadership, Financial Reporting, Financial Forecasting, Cash Flow Forecasting, Forecasting, Bloomberg Terminal, Manage Client..., Healthcare Analytics, Portfolio Management, Valuation, Financial Markets, Equity Valuation, Equity Research
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Temple University - Fox School of Business and Management 2010 — 2014
B.B.A. Finance, Finance
Valuation Research Corporation May 2014 - Present
The William C. Dunkelberg Owl Fund September 2012 - May 2014
West Shore Group LLC September 2013 - February 2014
Tower Bridge Advisors May 2013 - September 2013
S. Jack Scaccetti Insurance June 2011 - December 2011
Discovery Semiconductors, Inc. June 2009 - August 2009
Skills
Finance, Financial Analysis, Financial Modeling, Microsoft Excel, DCF Valuation, Relative Value Trading, Bloomberg, Capital IQ, ThomsonOne, Technical Analysis, Currency, Telephone Skills, Microsoft Office, Excel models, WACC, Value Investing, Investments, Corporate Finance, Revenue Forecasting, Revenue Analysis, Public Speaking, Team Management, Team Leadership, Financial Reporting, Financial Forecasting, Cash Flow Forecasting, Forecasting, Bloomberg Terminal, Manage Client..., Healthcare Analytics, Portfolio Management, Valuation, Financial Markets, Equity Valuation, Equity Research
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Temple University - Fox School of Business and Management 2010 — 2014
B.B.A. Finance, Finance
Nathan Eisenberg Nathan Eisenberg's The William C. Dunkelberg Owl Fund Experience January 2015 - May 2015
Job Fall Analyst at LBC Credit Partners
Industry Financial Services
Experience
LBC Credit Partners September 2015 - Present
TD May 2015 - August 2015
The William C. Dunkelberg Owl Fund January 2015 - May 2015
Temple University Investment Association - Fox Fund January 2014 - June 2014
The Good Life September 2011 - January 2014
Skills
Financial Analysis, Leadership, Microsoft Excel, PowerPoint, Customer Service, Teamwork, Investment Management, Public Speaking, Research, Sales, Equity Research, Microsoft Word, Microsoft Office, Finance, Nonprofits, Strategic Planning, Financial Modeling, Valuation, Analysis, Corporate Finance, Banking, Leveraged Finance, Consulting
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor's Degree, Finance, International Business
LBC Credit Partners September 2015 - Present
TD May 2015 - August 2015
The William C. Dunkelberg Owl Fund January 2015 - May 2015
Temple University Investment Association - Fox Fund January 2014 - June 2014
The Good Life September 2011 - January 2014
Skills
Financial Analysis, Leadership, Microsoft Excel, PowerPoint, Customer Service, Teamwork, Investment Management, Public Speaking, Research, Sales, Equity Research, Microsoft Word, Microsoft Office, Finance, Nonprofits, Strategic Planning, Financial Modeling, Valuation, Analysis, Corporate Finance, Banking, Leveraged Finance, Consulting
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor's Degree, Finance, International Business
Jordan Long, CEBS Jordan Long, CEBS's The William C. Dunkelberg Owl Fund Experience December 2012 - August 2013
Job Field Account Manager at UnitedHealthcare
Industry Insurance
Experience
UnitedHealthcare February 2015 - Present
UnitedHealthcare August 2013 - February 2015
UnitedHealthcare April 2013 - August 2013
The William C. Dunkelberg Owl Fund December 2012 - August 2013
The William C. Dunkelberg Owl Fund May 2011 - December 2012
Temple University July 2010 - December 2012
UnitedHealthcare May 2012 - August 2012
Skills
Public Relations, Microsoft Excel, Competitive Analysis, Investments, Risk Management, Customer Service, Social Media, SAS programming, Financial Risk, Bloomberg, Insurance, Mutual Funds, Public Speaking, PowerPoint, Microsoft Word, Spreadsheets, Leadership, Valuation, Portfolio Management, Management, Analysis, Microsoft Office, Data Analysis, Sales
Education
Temple University 2009 — 2013
Bachelor of Business Administration (BBA), Risk Management & Insurance, Accounting
Montclair High School
UnitedHealthcare February 2015 - Present
UnitedHealthcare August 2013 - February 2015
UnitedHealthcare April 2013 - August 2013
The William C. Dunkelberg Owl Fund December 2012 - August 2013
The William C. Dunkelberg Owl Fund May 2011 - December 2012
Temple University July 2010 - December 2012
UnitedHealthcare May 2012 - August 2012
Skills
Public Relations, Microsoft Excel, Competitive Analysis, Investments, Risk Management, Customer Service, Social Media, SAS programming, Financial Risk, Bloomberg, Insurance, Mutual Funds, Public Speaking, PowerPoint, Microsoft Word, Spreadsheets, Leadership, Valuation, Portfolio Management, Management, Analysis, Microsoft Office, Data Analysis, Sales
Education
Temple University 2009 — 2013
Bachelor of Business Administration (BBA), Risk Management & Insurance, Accounting
Montclair High School
Chang Xu Chang Xu's The William C. Dunkelberg Owl Fund Experience September 2013 - May 2015
Job Research Assistant at Fox School of Business at Temple University
Industry Insurance
Experience
He Fei De Shan Small Loan Incorporated Company May 2015 - Present
Fox School of Business at Temple University October 2014 - May 2015
The William C. Dunkelberg Owl Fund September 2013 - May 2015
Temple University Russell Conwell Learning Center July 2014 - August 2014
Ohio University August 2012 - December 2012
Ohio University May 2012 - August 2012
Skills
Violin, Academic Tutoring, Communicative Skills, Microsoft Excel, VBA, Analysis, Statistics, Economics, Research, Teamwork
Education
New Jersey Institute of Technology 2015 — 2016
Master of Science (M.S.), Computer Science
Temple University - Fox School of Business and Management 2013 — 2015
Bachelor of Business Administration (BBA), Actuarial Science
Ohio University 2011 — 2012
Actuarial Science major, Economics minor
Maanshan 2nd Middle School 2008 — 2011
He Fei De Shan Small Loan Incorporated Company May 2015 - Present
Fox School of Business at Temple University October 2014 - May 2015
The William C. Dunkelberg Owl Fund September 2013 - May 2015
Temple University Russell Conwell Learning Center July 2014 - August 2014
Ohio University August 2012 - December 2012
Ohio University May 2012 - August 2012
Skills
Violin, Academic Tutoring, Communicative Skills, Microsoft Excel, VBA, Analysis, Statistics, Economics, Research, Teamwork
Education
New Jersey Institute of Technology 2015 — 2016
Master of Science (M.S.), Computer Science
Temple University - Fox School of Business and Management 2013 — 2015
Bachelor of Business Administration (BBA), Actuarial Science
Ohio University 2011 — 2012
Actuarial Science major, Economics minor
Maanshan 2nd Middle School 2008 — 2011
Aba Ghandor, AU Aba Ghandor, AU's The William C. Dunkelberg Owl Fund Experience December 2012 - May 2014
Job Underwriter at ACE Group
Industry Insurance
Experience
ACE Group July 2015 - Present
Linde Americas March 2015 - July 2015
All Risks, Ltd June 2014 - January 2015
The William C. Dunkelberg Owl Fund December 2012 - May 2014
Skills
Microsoft Excel, Microsoft Word, Bloomberg Terminal, Work Ethic
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance / Risk Management & Insurance, 3.30 GPA
ACE Group July 2015 - Present
Linde Americas March 2015 - July 2015
All Risks, Ltd June 2014 - January 2015
The William C. Dunkelberg Owl Fund December 2012 - May 2014
Skills
Microsoft Excel, Microsoft Word, Bloomberg Terminal, Work Ethic
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance / Risk Management & Insurance, 3.30 GPA
Tom Montalbano's The William C. Dunkelberg Owl Fund Experience January 2014 - June 2014
Job Fixed Income Intern
Industry Investment Management
Experience
Glenmede Investment Management May 2015 - Present
McNeil Consumer Healthcare June 2014 - January 2015
The William C. Dunkelberg Owl Fund January 2014 - June 2014
Temple University Student Government August 2013 - May 2014
Temple University Undergraduate Admissions Office March 2013 - May 2014
Green Valley Country Club May 2013 - August 2013
Skills
Microsoft Excel, Bloomberg Terminal, SAP Netweaver, Economic Data Analysis, Financial Analysis, Public Speaking, Financial Modeling, Project Management, Management, Customer Service, Event Planning, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Social Networking, Teamwork, Time Management
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Economics, Finance, Senior
Temple University
Glenmede Investment Management May 2015 - Present
McNeil Consumer Healthcare June 2014 - January 2015
The William C. Dunkelberg Owl Fund January 2014 - June 2014
Temple University Student Government August 2013 - May 2014
Temple University Undergraduate Admissions Office March 2013 - May 2014
Green Valley Country Club May 2013 - August 2013
Skills
Microsoft Excel, Bloomberg Terminal, SAP Netweaver, Economic Data Analysis, Financial Analysis, Public Speaking, Financial Modeling, Project Management, Management, Customer Service, Event Planning, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Social Networking, Teamwork, Time Management
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Economics, Finance, Senior
Temple University
Christopher Alleman's The William C. Dunkelberg Owl Fund Experience May 2015 - Present
Job Operational Risk Intern at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
The William C. Dunkelberg Owl Fund May 2015 - Present
EMC June 2014 - August 2014
The Norfolk & Dedham Group® December 2013 - January 2014
Best Buy August 2012 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Sales, Time Management, Teamwork, Leadership, Social Networking, Customer Satisfaction, Facebook, Market Research, Equity Research, Retail, Outlook, Public Speaking, Bloomberg Terminal, Capital IQ, Social Media, Research
Education
Temple University 2013 — 2017
Bachelor’s Degree, Finance, Sophomore
Nipmuc Regional High School 2009 — 2013
High School Diploma
Fidelity Investments May 2015 - Present
The William C. Dunkelberg Owl Fund May 2015 - Present
EMC June 2014 - August 2014
The Norfolk & Dedham Group® December 2013 - January 2014
Best Buy August 2012 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Sales, Time Management, Teamwork, Leadership, Social Networking, Customer Satisfaction, Facebook, Market Research, Equity Research, Retail, Outlook, Public Speaking, Bloomberg Terminal, Capital IQ, Social Media, Research
Education
Temple University 2013 — 2017
Bachelor’s Degree, Finance, Sophomore
Nipmuc Regional High School 2009 — 2013
High School Diploma
Benjamin Budenstein's The William C. Dunkelberg Owl Fund Experience January 2013 - January 2014
Job Associate, Forensic and Valuation Services (Advisory) at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP May 2014 - August 2014
Temple Club Tennis August 2012 - May 2014
The William C. Dunkelberg Owl Fund January 2013 - January 2014
Enterprise Holdings May 2013 - August 2013
The William C. Dunkelberg Owl Fund January 2012 - December 2012
The William C. Dunkelberg Owl Fund January 2011 - December 2011
Skills
Bloomberg Terminal, Capital IQ, Microsoft Office
Education
Temple University - Fox School of Business and Management 2014 — 2015
Master of Accountancy
Temple University - Fox School of Business and Management 2010 — 2014
BBA, Accounting and Finance, Senior
Temple University Rome Summer Abroad 2012 — 2012
Business Communications, Roman Art History
Council Rock High School North 2006 — 2010
Grant Thornton LLP May 2014 - August 2014
Temple Club Tennis August 2012 - May 2014
The William C. Dunkelberg Owl Fund January 2013 - January 2014
Enterprise Holdings May 2013 - August 2013
The William C. Dunkelberg Owl Fund January 2012 - December 2012
The William C. Dunkelberg Owl Fund January 2011 - December 2011
Skills
Bloomberg Terminal, Capital IQ, Microsoft Office
Education
Temple University - Fox School of Business and Management 2014 — 2015
Master of Accountancy
Temple University - Fox School of Business and Management 2010 — 2014
BBA, Accounting and Finance, Senior
Temple University Rome Summer Abroad 2012 — 2012
Business Communications, Roman Art History
Council Rock High School North 2006 — 2010
Victor Fallas Victor Fallas's The William C. Dunkelberg Owl Fund Experience August 2014 - May 2015
Job OADP Securities Lending Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2015 - Present
The William C. Dunkelberg Owl Fund August 2014 - May 2015
Prudential Financial June 2014 - August 2014
Mercer County Board of Social Services June 2013 - January 2014
Education
Temple University 2011 — 2015
Bachelor's Degree
Nottingham High School 2007 — 2011
High School
JPMorgan Chase & Co. July 2015 - Present
The William C. Dunkelberg Owl Fund August 2014 - May 2015
Prudential Financial June 2014 - August 2014
Mercer County Board of Social Services June 2013 - January 2014
Education
Temple University 2011 — 2015
Bachelor's Degree
Nottingham High School 2007 — 2011
High School
Joseph J. Heidt Joseph J. Heidt's The William C. Dunkelberg Owl Fund Experience May 2015 - Present
Job President at Temple University Investment Association
Industry Financial Services
Experience
The William C. Dunkelberg Owl Fund May 2015 - Present
Valuation Research Corporation May 2015 - August 2015
The William C. Dunkelberg Owl Fund January 2015 - May 2015
The William C. Dunkelberg Owl Fund August 2014 - January 2015
Roof Management Services, Inc. July 2014 - August 2014
Abington Friends School June 2011 - August 2013
Roof Management Services, Inc. September 2010 - August 2013
Education
Temple University - Fox School of Business and Management 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance & Accounting, 3.95/4.0 GPA
Temple University Rome 2014 — 2014
La Salle College High School 2009 — 2013
High School Diploma, 4.13/4.0 GPA (Weighted)
The William C. Dunkelberg Owl Fund May 2015 - Present
Valuation Research Corporation May 2015 - August 2015
The William C. Dunkelberg Owl Fund January 2015 - May 2015
The William C. Dunkelberg Owl Fund August 2014 - January 2015
Roof Management Services, Inc. July 2014 - August 2014
Abington Friends School June 2011 - August 2013
Roof Management Services, Inc. September 2010 - August 2013
Education
Temple University - Fox School of Business and Management 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance & Accounting, 3.95/4.0 GPA
Temple University Rome 2014 — 2014
La Salle College High School 2009 — 2013
High School Diploma, 4.13/4.0 GPA (Weighted)
Anthony C. Pyzikiewicz's The William C. Dunkelberg Owl Fund Experience January 2011 - May 2012
Job Corporate Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
Dauphin County Court of Common Pleas January 2014 - January 2014
JPMorgan Chase June 2013 - August 2013
Merrill Lynch September 2012 - May 2013
Country Club of Harrisburg July 2011 - May 2013
PAC Financial July 2012 - August 2012
The William C. Dunkelberg Owl Fund January 2011 - May 2012
Skills
Capital IQ, Leadership, Analytic Problem Solving, Personal Communication, Foresight, Recruiting, Bloomberg Equity..., PowerPoint, Microsoft Excel, Microsoft Word, Creative Writing, Cisco WebEx, RAMP Trained, Strategic Financial..., Morningstar, Social Media Marketing, Bloomberg Terminal, Equity Research
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance, Magna Cum Laude
Temple University Rome 2012 — 2012
Business Communications, Art History
Bishop McDevitt High School
JPMorgan Chase July 2014 - Present
Dauphin County Court of Common Pleas January 2014 - January 2014
JPMorgan Chase June 2013 - August 2013
Merrill Lynch September 2012 - May 2013
Country Club of Harrisburg July 2011 - May 2013
PAC Financial July 2012 - August 2012
The William C. Dunkelberg Owl Fund January 2011 - May 2012
Skills
Capital IQ, Leadership, Analytic Problem Solving, Personal Communication, Foresight, Recruiting, Bloomberg Equity..., PowerPoint, Microsoft Excel, Microsoft Word, Creative Writing, Cisco WebEx, RAMP Trained, Strategic Financial..., Morningstar, Social Media Marketing, Bloomberg Terminal, Equity Research
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance, Magna Cum Laude
Temple University Rome 2012 — 2012
Business Communications, Art History
Bishop McDevitt High School
Kyle McGarry's The William C. Dunkelberg Owl Fund Experience August 2015 - Present
Job Student at Temple University
Industry Financial Services
Experience
The William C. Dunkelberg Owl Fund August 2015 - Present
AMC Delancey Group Inc August 2015 - Present
Franklin Residential May 2015 - August 2015
Famous Footwear July 2013 - July 2014
Skills
Teamwork, Leadership, Microsoft Word, Finance, Customer Service, Public Speaking, Research, Financial Analysis, Bloomberg Terminal, Microsoft Excel, Investments, Pitching Ideas, Analysis, Facebook, Social Media, Social Networking, Training, Strategic Planning, Team Leadership, Retail Sales, Customer Satisfaction
Education
Temple University - Fox School of Business and Management 2013 — 2017
Finance, Sophomore
J.R. Masterman High School 2009 — 2013
3.97 GPA
The William C. Dunkelberg Owl Fund August 2015 - Present
AMC Delancey Group Inc August 2015 - Present
Franklin Residential May 2015 - August 2015
Famous Footwear July 2013 - July 2014
Skills
Teamwork, Leadership, Microsoft Word, Finance, Customer Service, Public Speaking, Research, Financial Analysis, Bloomberg Terminal, Microsoft Excel, Investments, Pitching Ideas, Analysis, Facebook, Social Media, Social Networking, Training, Strategic Planning, Team Leadership, Retail Sales, Customer Satisfaction
Education
Temple University - Fox School of Business and Management 2013 — 2017
Finance, Sophomore
J.R. Masterman High School 2009 — 2013
3.97 GPA
Christopher Budny Christopher Budny's The William C. Dunkelberg Owl Fund Experience January 2015 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
The William C. Dunkelberg Owl Fund January 2015 - Present
Dom's Lounge March 2013 - January 2014
Vector Marketing December 2012 - January 2013
Skills
Foreign Languages, Sales Presentations, Customer Service, Market Research, Teamwork, Time Management, Research, Microsoft Office, Leadership, Social Networking
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor's Degree, Finance, General
Council Rock North Highschool 2007 — 2011
High School Diploma
Northwestern Mutual May 2015 - Present
The William C. Dunkelberg Owl Fund January 2015 - Present
Dom's Lounge March 2013 - January 2014
Vector Marketing December 2012 - January 2013
Skills
Foreign Languages, Sales Presentations, Customer Service, Market Research, Teamwork, Time Management, Research, Microsoft Office, Leadership, Social Networking
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor's Degree, Finance, General
Council Rock North Highschool 2007 — 2011
High School Diploma
Greg Cavallo's The William C. Dunkelberg Owl Fund Experience August 2013 - January 2014
Job Internal Regional Business Consultant at SEI
Industry Financial Services
Experience
SEI July 2014 - Present
The William C. Dunkelberg Owl Fund August 2013 - January 2014
AmerisourceBergen June 2013 - August 2013
United States Liability Insurance Group May 2011 - August 2012
Nike September 2008 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Sales, PowerPoint, Customer Service, Marketing, Facebook, Social Media, Time Management, Social Networking, Social Media Marketing, Teamwork, Outlook, Financial Analysis, Insurance, Access, Leadership, Marketing Strategy, Marketing Communications, Retail, Team Leadership, Data Entry, Market Research
Education
Temple University 2010 — 2014
Bachelor of Business Administration (BBA), Finance & Accounting
Boyertown Area Senior High School 2006 — 2010
SEI July 2014 - Present
The William C. Dunkelberg Owl Fund August 2013 - January 2014
AmerisourceBergen June 2013 - August 2013
United States Liability Insurance Group May 2011 - August 2012
Nike September 2008 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Sales, PowerPoint, Customer Service, Marketing, Facebook, Social Media, Time Management, Social Networking, Social Media Marketing, Teamwork, Outlook, Financial Analysis, Insurance, Access, Leadership, Marketing Strategy, Marketing Communications, Retail, Team Leadership, Data Entry, Market Research
Education
Temple University 2010 — 2014
Bachelor of Business Administration (BBA), Finance & Accounting
Boyertown Area Senior High School 2006 — 2010
Ariel Pierre Ariel Pierre's The William C. Dunkelberg Owl Fund Experience September 2008 - May 2009
Job Control Officer Associate
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan January 2014 - January 2015
JPMorgan Chase September 2011 - January 2014
Lincoln Financial Advisors November 2010 - May 2011
The William C. Dunkelberg Owl Fund September 2008 - May 2009
Skills
Risk Analysis, Risk Management, Business Strategy, Financial Analysis, Bloomberg, Investments, Credit Analysis, Credit Risk, Credit, Equities, Valuation, Quantitative Analytics, Bloomberg Terminal, Banking, Financial Services, Equity Research, Hedge Funds, Financial Risk, Loans, Mutual Funds
Education
Temple University - Fox School of Business and Management 2007 — 2011
Batchelor's, Finance
J.P. Morgan January 2015 - Present
J.P. Morgan January 2014 - January 2015
JPMorgan Chase September 2011 - January 2014
Lincoln Financial Advisors November 2010 - May 2011
The William C. Dunkelberg Owl Fund September 2008 - May 2009
Skills
Risk Analysis, Risk Management, Business Strategy, Financial Analysis, Bloomberg, Investments, Credit Analysis, Credit Risk, Credit, Equities, Valuation, Quantitative Analytics, Bloomberg Terminal, Banking, Financial Services, Equity Research, Hedge Funds, Financial Risk, Loans, Mutual Funds
Education
Temple University - Fox School of Business and Management 2007 — 2011
Batchelor's, Finance
Seiya Inoue Seiya Inoue's The William C. Dunkelberg Owl Fund Experience September 2010 - December 2010
Job USD Rates Sales / Japan Desk at RBS Securities Inc.
Industry Financial Services
Experience
RBS Securities Inc. December 2014 - Present
RBS Securities Japan Limited September 2011 - December 2014
The William C. Dunkelberg Owl Fund September 2010 - December 2010
Bank of America Merrill Lynch June 2010 - August 2010
The William C. Dunkelberg Owl Fund January 2010 - May 2010
New York Life Insurance Company December 2009 - May 2010
NIS Group June 2009 - July 2009
Skills
Bloomberg
Education
Temple University - Fox School of Business and Management 2009 — 2011
B.A.A., FInance
Delaware County Community College 2006 — 2009
A.S., Business Administration
RBS Securities Inc. December 2014 - Present
RBS Securities Japan Limited September 2011 - December 2014
The William C. Dunkelberg Owl Fund September 2010 - December 2010
Bank of America Merrill Lynch June 2010 - August 2010
The William C. Dunkelberg Owl Fund January 2010 - May 2010
New York Life Insurance Company December 2009 - May 2010
NIS Group June 2009 - July 2009
Skills
Bloomberg
Education
Temple University - Fox School of Business and Management 2009 — 2011
B.A.A., FInance
Delaware County Community College 2006 — 2009
A.S., Business Administration
Sara Broderick's The William C. Dunkelberg Owl Fund Experience May 2013 - May 2014
Job Graduate Business Analyst, Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management June 2014 - Present
The William C. Dunkelberg Owl Fund May 2013 - May 2014
Aberdeen Asset Management June 2013 - September 2013
Skills
Microsoft Excel, Bloomberg, Matlab, Microsoft Word
Education
Temple University 2010 — 2014
Bachelor of Arts (B.A.), Mathematical Economics
Aberdeen Asset Management June 2014 - Present
The William C. Dunkelberg Owl Fund May 2013 - May 2014
Aberdeen Asset Management June 2013 - September 2013
Skills
Microsoft Excel, Bloomberg, Matlab, Microsoft Word
Education
Temple University 2010 — 2014
Bachelor of Arts (B.A.), Mathematical Economics
Robert Kost Robert Kost's The William C. Dunkelberg Owl Fund Experience December 2012 - May 2015
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
The William C. Dunkelberg Owl Fund December 2012 - May 2015
TD May 2014 - August 2014
UBS September 2013 - May 2014
Merrill Lynch September 2010 - April 2011
Skills
Leadership, Finance, Financial Analysis, Spanish, Teaching, Microsoft Excel, Capital IQ, Analytical Problem..., Bloomberg Equity..., Bloomberg Terminal, Equity Research, Valuation, PowerPoint, Access, Teamwork, Financial Modeling
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor of Business Administration (BBA), Double Major: Finance & Economics
The London School of Economics and Political Science (LSE) 2013 — 2013
Business Analysis & Valuation, Economics of European Integration
Temple University Rome 2012 — 2012
Art History, Business Communications
J.P. Morgan July 2015 - Present
The William C. Dunkelberg Owl Fund December 2012 - May 2015
TD May 2014 - August 2014
UBS September 2013 - May 2014
Merrill Lynch September 2010 - April 2011
Skills
Leadership, Finance, Financial Analysis, Spanish, Teaching, Microsoft Excel, Capital IQ, Analytical Problem..., Bloomberg Equity..., Bloomberg Terminal, Equity Research, Valuation, PowerPoint, Access, Teamwork, Financial Modeling
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor of Business Administration (BBA), Double Major: Finance & Economics
The London School of Economics and Political Science (LSE) 2013 — 2013
Business Analysis & Valuation, Economics of European Integration
Temple University Rome 2012 — 2012
Art History, Business Communications
Katherine Doerr's The William C. Dunkelberg Owl Fund Experience May 2013 - May 2014
Job Associate Broker at KARBONE
Industry Environmental Services
Experience
KARBONE June 2014 - Present
KARBONE January 2014 - May 2014
Fox School of Business at Temple University September 2013 - May 2014
The William C. Dunkelberg Owl Fund May 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, HTML, Java, Public Speaking, Teamwork, Windows, Analysis, Financial Analysis, Renewable Energy
Education
Temple University 2013 — 2015
Bachelor's degree, Economics
Temple University College of Liberal Arts 2012 — 2014
Bachelor of Economics, Economics and Environmental Policy
KARBONE June 2014 - Present
KARBONE January 2014 - May 2014
Fox School of Business at Temple University September 2013 - May 2014
The William C. Dunkelberg Owl Fund May 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, HTML, Java, Public Speaking, Teamwork, Windows, Analysis, Financial Analysis, Renewable Energy
Education
Temple University 2013 — 2015
Bachelor's degree, Economics
Temple University College of Liberal Arts 2012 — 2014
Bachelor of Economics, Economics and Environmental Policy
Maxime Berin Maxime Berin's The William C. Dunkelberg Owl Fund Experience August 2013 - June 2014
Job Analyst Global Infrastructure & Projects at Natixis
Industry Investment Management
Experience
Natixis February 2015 - Present
The William C. Dunkelberg Owl Fund August 2013 - June 2014
INNOVASIANS Ltd May 2012 - December 2012
Les jardins de la Calmette May 2011 - June 2011
Walt Disney World June 2010 - August 2010
Skills
Equities, Equity Valuation, Financial Markets, Bloomberg, Economics, Bloomberg Terminal, Derivatives, Microsoft Office, Stock Trading, Sales, Quantitative Analytics, Capital IQ, Investment Strategies, DCF Valuation, Real Estate Financing, Microsoft Excel, PowerPoint, Teamwork
Education
Temple University 2013 — 2014
Bachelor of Business Administration (BBA), Finance, 3.24
CEFAM ( Centre d'Etude Franco Américain de Management) 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Senior
Lycée Emmanuel D'Alzon 2006 — 2009
Baccalauréat mention" Assez bien", Economique et Social
Natixis February 2015 - Present
The William C. Dunkelberg Owl Fund August 2013 - June 2014
INNOVASIANS Ltd May 2012 - December 2012
Les jardins de la Calmette May 2011 - June 2011
Walt Disney World June 2010 - August 2010
Skills
Equities, Equity Valuation, Financial Markets, Bloomberg, Economics, Bloomberg Terminal, Derivatives, Microsoft Office, Stock Trading, Sales, Quantitative Analytics, Capital IQ, Investment Strategies, DCF Valuation, Real Estate Financing, Microsoft Excel, PowerPoint, Teamwork
Education
Temple University 2013 — 2014
Bachelor of Business Administration (BBA), Finance, 3.24
CEFAM ( Centre d'Etude Franco Américain de Management) 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Senior
Lycée Emmanuel D'Alzon 2006 — 2009
Baccalauréat mention" Assez bien", Economique et Social
Jonathan Beaulieu Jonathan Beaulieu's The William C. Dunkelberg Owl Fund Experience January 2014 - August 2014
Job Graduate Business Analyst at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management June 2015 - Present
Temple University Finance Masters Program September 2013 - May 2015
Aberdeen Asset Management June 2014 - August 2014
The William C. Dunkelberg Owl Fund January 2014 - August 2014
The William C. Dunkelberg Owl Fund December 2012 - December 2013
Independence Capital Partners May 2013 - August 2013
Temple University Economics Department January 2012 - May 2013
Skills
Educational Leadership, Stock Research, Microsoft Office, Market Research, Financial Modeling, Bloomberg Terminal, Investments, Bloomberg, Valuation, Equity Research, Financial Analysis, Capital IQ, Research
Education
Temple University 2011 — 2015
Bachelor, Business Administration; Finance, Sophomore
Xavier High School 2007 — 2011
GED, General Education
Aberdeen Asset Management June 2015 - Present
Temple University Finance Masters Program September 2013 - May 2015
Aberdeen Asset Management June 2014 - August 2014
The William C. Dunkelberg Owl Fund January 2014 - August 2014
The William C. Dunkelberg Owl Fund December 2012 - December 2013
Independence Capital Partners May 2013 - August 2013
Temple University Economics Department January 2012 - May 2013
Skills
Educational Leadership, Stock Research, Microsoft Office, Market Research, Financial Modeling, Bloomberg Terminal, Investments, Bloomberg, Valuation, Equity Research, Financial Analysis, Capital IQ, Research
Education
Temple University 2011 — 2015
Bachelor, Business Administration; Finance, Sophomore
Xavier High School 2007 — 2011
GED, General Education
Bruce Boyer's The William C. Dunkelberg Owl Fund Experience January 2014 - December 2014
Job Intern at The Glenmede Trust Company, N.A.
Industry Financial Services
Experience
The Glenmede Trust Company, N.A. May 2015 - Present
Temple University August 2014 - Present
LGL Partners November 2014 - May 2015
The William C. Dunkelberg Owl Fund January 2014 - December 2014
Advicorp PLC May 2014 - July 2014
Temple University Fox Fund January 2013 - January 2014
DDMP Investments January 2012 - June 2012
Skills
Teamwork, Capital IQ, Team Leadership, Time Management, Bloomberg Terminal, Organization, Microsoft Office, Microsoft PowerPoint, SmartStation, Microsoft Excel, Microsoft Outlook, Equity Research, Leadership, PowerPoint, Public Speaking
Education
Temple University 2012 — 2015
Bachelor of Business Administration (BBA), Finance, General, GPA: 3.61 Major GPA: 3.8
Elizabethtown Area High School 2008 — 2012
High School Diploma, Business
The Glenmede Trust Company, N.A. May 2015 - Present
Temple University August 2014 - Present
LGL Partners November 2014 - May 2015
The William C. Dunkelberg Owl Fund January 2014 - December 2014
Advicorp PLC May 2014 - July 2014
Temple University Fox Fund January 2013 - January 2014
DDMP Investments January 2012 - June 2012
Skills
Teamwork, Capital IQ, Team Leadership, Time Management, Bloomberg Terminal, Organization, Microsoft Office, Microsoft PowerPoint, SmartStation, Microsoft Excel, Microsoft Outlook, Equity Research, Leadership, PowerPoint, Public Speaking
Education
Temple University 2012 — 2015
Bachelor of Business Administration (BBA), Finance, General, GPA: 3.61 Major GPA: 3.8
Elizabethtown Area High School 2008 — 2012
High School Diploma, Business
Daniel Pavlovic Daniel Pavlovic's The William C. Dunkelberg Owl Fund Experience September 2010 - May 2013
Job Analyst at J.P. Morgan, CFA Level III Candidate
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
Hyperion Bank June 2011 - May 2013
The William C. Dunkelberg Owl Fund September 2010 - May 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Word, Valuation, Bloomberg, Research, Economics, Investments, Equity Research, Banking, Market Research, Bloomberg Terminal, Capital IQ, Financial Markets, Equity Valuation, Accounting, Credit Analysis, Equities, Portfolio Management, Fixed Income, Finance, Customer Service, Derivatives, Statistics, Due Diligence, Financial Statement..., Financial Accounting, Retail Banking, Financial Services, Team Leadership, DCF Valuation, Teamwork, Public Speaking
Education
Temple University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Economics, 3.82
Temple University 2010 — 2013
Bachelor of Business Administration, Finance, Economics, 3.81/4.0
J.P. Morgan May 2013 - Present
Hyperion Bank June 2011 - May 2013
The William C. Dunkelberg Owl Fund September 2010 - May 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Word, Valuation, Bloomberg, Research, Economics, Investments, Equity Research, Banking, Market Research, Bloomberg Terminal, Capital IQ, Financial Markets, Equity Valuation, Accounting, Credit Analysis, Equities, Portfolio Management, Fixed Income, Finance, Customer Service, Derivatives, Statistics, Due Diligence, Financial Statement..., Financial Accounting, Retail Banking, Financial Services, Team Leadership, DCF Valuation, Teamwork, Public Speaking
Education
Temple University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Economics, 3.82
Temple University 2010 — 2013
Bachelor of Business Administration, Finance, Economics, 3.81/4.0
Ethan Friedland Ethan Friedland's The William C. Dunkelberg Owl Fund Experience January 2014 - Present
Job Student at Temple University Fox School of Business and Management
Industry
Experience
The William C. Dunkelberg Owl Fund January 2014 - Present
New York City Police Pension Fund May 2013 - January 2015
Skills
Time Management, Microsoft Excel
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Archbishop Molloy 2008 — 2012
The William C. Dunkelberg Owl Fund January 2014 - Present
New York City Police Pension Fund May 2013 - January 2015
Skills
Time Management, Microsoft Excel
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Archbishop Molloy 2008 — 2012
Maxim Shtraus Maxim Shtraus's The William C. Dunkelberg Owl Fund Experience September 2011 - December 2012
Job CNE®, Realtor at RE/MAX Elite
Industry Financial Services
Experience
RE/MAX Elite October 2013 - Present
Shtraus Concepts, Inc. September 2005 - Present
The William C. Dunkelberg Owl Fund September 2011 - December 2012
Waterloo International Advisors, LLC May 2012 - August 2012
Rescue Tech Ambulance Co. August 2009 - December 2010
WAGE Lighting & Design September 2006 - September 2008
Skills
Real Estate, Luxury Real Estate, Buyer Representation, Seller Representation, Real Estate Transactions, Valuation, Commercial Real Estate, Investment Properties, Real Estate Marketing, Marketing, Social Networking, Residential Homes, Negotiation, First Time Home Buyers, Trend MLS, Financial Analysis, Real Estate Development, Equities, Bloomberg Terminal, Capital IQ, Economics, Landlord Representation, Entrepreneurship, DCF Valuation, Multi Family Properties, Microsoft Word, Political Science, Investments, Microsoft Excel, Financial Markets, Public Speaking, Asset Management, Market Research, PowerPoint, Home Staging, Management Consulting, Strategic Planning, Team Leadership, Blogging, MetaTrader, Translation, Listings, Thomson One Banker, Relocation, FOREX Trading, Microblogging, New Home Construction, Equity Research, Luxury, Foreign Exchange
Education
Temple University 2010 — 2012
Bachelor of Business Administration (BBA), Finance
RE/MAX Elite October 2013 - Present
Shtraus Concepts, Inc. September 2005 - Present
The William C. Dunkelberg Owl Fund September 2011 - December 2012
Waterloo International Advisors, LLC May 2012 - August 2012
Rescue Tech Ambulance Co. August 2009 - December 2010
WAGE Lighting & Design September 2006 - September 2008
Skills
Real Estate, Luxury Real Estate, Buyer Representation, Seller Representation, Real Estate Transactions, Valuation, Commercial Real Estate, Investment Properties, Real Estate Marketing, Marketing, Social Networking, Residential Homes, Negotiation, First Time Home Buyers, Trend MLS, Financial Analysis, Real Estate Development, Equities, Bloomberg Terminal, Capital IQ, Economics, Landlord Representation, Entrepreneurship, DCF Valuation, Multi Family Properties, Microsoft Word, Political Science, Investments, Microsoft Excel, Financial Markets, Public Speaking, Asset Management, Market Research, PowerPoint, Home Staging, Management Consulting, Strategic Planning, Team Leadership, Blogging, MetaTrader, Translation, Listings, Thomson One Banker, Relocation, FOREX Trading, Microblogging, New Home Construction, Equity Research, Luxury, Foreign Exchange
Education
Temple University 2010 — 2012
Bachelor of Business Administration (BBA), Finance
Nolan V. Ford's The William C. Dunkelberg Owl Fund Experience May 2015 - Present
Job Director of Portfolio Management at The William C. Dunkelberg Owl Fund
Industry Investment Management
Experience
The William C. Dunkelberg Owl Fund May 2015 - Present
RTD Financial Advisors, Inc. May 2015 - Present
The William C. Dunkelberg Owl Fund August 2014 - Present
The William C. Dunkelberg Owl Fund September 2014 - January 2015
Temple Univeristy's Fox Fund September 2013 - May 2014
Makefield Highlands Golf Course. August 2011 - August 2013
Skills
Financial Analysis, Microsoft Excel, Data Analysis, Bloomberg, Analysis, Financial Modeling, Research, Valuation, Portfolio Management, Investments, Economics, Finance, Teamwork, Financial Services
Education
Temple University - Fox School of Business and Management 2012 — 2017
Bachelor of Business Administration (BBA), Finance, Financial Planning
The William C. Dunkelberg Owl Fund May 2015 - Present
RTD Financial Advisors, Inc. May 2015 - Present
The William C. Dunkelberg Owl Fund August 2014 - Present
The William C. Dunkelberg Owl Fund September 2014 - January 2015
Temple Univeristy's Fox Fund September 2013 - May 2014
Makefield Highlands Golf Course. August 2011 - August 2013
Skills
Financial Analysis, Microsoft Excel, Data Analysis, Bloomberg, Analysis, Financial Modeling, Research, Valuation, Portfolio Management, Investments, Economics, Finance, Teamwork, Financial Services
Education
Temple University - Fox School of Business and Management 2012 — 2017
Bachelor of Business Administration (BBA), Finance, Financial Planning
Samik N. Sil's The William C. Dunkelberg Owl Fund Experience January 2010 - December 2010
Job Associate, Global Syndications at GE Capital
Industry Capital Markets
Experience
GE Capital September 2013 - Present
PNC Financial Services Group August 2011 - August 2013
Old Bridge Township May 2006 - August 2011
Enterprise Management Consulting January 2011 - May 2011
The William C. Dunkelberg Owl Fund January 2010 - December 2010
PNC Financial Services Group May 2010 - August 2010
Skills
Investment Management, Corporate Finance, Management, Product Development, Product Management, Trading, Microsoft Excel, Equity Valuation, Portfolio Management
Education
Temple University - Fox School of Business and Management 2007 — 2011
BBA, Double Major: Finance, Economics
Old Bridge High School
GE Capital September 2013 - Present
PNC Financial Services Group August 2011 - August 2013
Old Bridge Township May 2006 - August 2011
Enterprise Management Consulting January 2011 - May 2011
The William C. Dunkelberg Owl Fund January 2010 - December 2010
PNC Financial Services Group May 2010 - August 2010
Skills
Investment Management, Corporate Finance, Management, Product Development, Product Management, Trading, Microsoft Excel, Equity Valuation, Portfolio Management
Education
Temple University - Fox School of Business and Management 2007 — 2011
BBA, Double Major: Finance, Economics
Old Bridge High School
Joey Mathew Joey Mathew's The William C. Dunkelberg Owl Fund Experience July 2014 - Present
Job Lead Analyst at The William C. Dunkelberg Owl Fund
Industry Financial Services
Experience
The William C. Dunkelberg Owl Fund July 2014 - Present
Fox School of Business at Temple University September 2014 - Present
Hamilton Lane June 2015 - August 2015
Temple University Math and Science Resource Center August 2012 - August 2015
Fox Business Honors Student Association November 2013 - December 2014
Philadelphia Futures May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, English, Access, Fundraising, Social Networking, Fund Of Funds
Education
Temple University - Fox School of Business and Management 2008 — 2016
The William C. Dunkelberg Owl Fund July 2014 - Present
Fox School of Business at Temple University September 2014 - Present
Hamilton Lane June 2015 - August 2015
Temple University Math and Science Resource Center August 2012 - August 2015
Fox Business Honors Student Association November 2013 - December 2014
Philadelphia Futures May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, English, Access, Fundraising, Social Networking, Fund Of Funds
Education
Temple University - Fox School of Business and Management 2008 — 2016
Ryan K. Rinaldi's The William C. Dunkelberg Owl Fund Experience December 2013 - January 2015
Job Student Body President at Temple University
Industry Financial Services
Experience
Temple University April 2015 - Present
Goldman Sachs June 2015 - August 2015
Gerrity's Supermarkets Inc. May 2010 - June 2015
Temple University Investment Association June 2014 - January 2015
The William C. Dunkelberg Owl Fund December 2013 - January 2015
Temple University May 2014 - July 2014
North Pocono High School September 2011 - June 2012
Moscow Sportsmen's Inc. May 2008 - September 2011
Skills
Public Speaking, Leadership, Teamwork, Microsoft Excel, Customer Service, Team Leadership, Investments, Helping Others Succeed, Microsoft Office, Ethics, Sales, Social Media, PowerPoint, Time Management, Public Policy, American Politics, Government, Communication, Event Management, Fresh Produce, Advice, Event Planning
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business in Finance, Finance, Senior
North Pocono High School 2008 — 2012
Temple University April 2015 - Present
Goldman Sachs June 2015 - August 2015
Gerrity's Supermarkets Inc. May 2010 - June 2015
Temple University Investment Association June 2014 - January 2015
The William C. Dunkelberg Owl Fund December 2013 - January 2015
Temple University May 2014 - July 2014
North Pocono High School September 2011 - June 2012
Moscow Sportsmen's Inc. May 2008 - September 2011
Skills
Public Speaking, Leadership, Teamwork, Microsoft Excel, Customer Service, Team Leadership, Investments, Helping Others Succeed, Microsoft Office, Ethics, Sales, Social Media, PowerPoint, Time Management, Public Policy, American Politics, Government, Communication, Event Management, Fresh Produce, Advice, Event Planning
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business in Finance, Finance, Senior
North Pocono High School 2008 — 2012
Maxime Pieri's The William C. Dunkelberg Owl Fund Experience January 2015 - May 2015
Job 2015 Finance Graduate Seeking EntryLevel Position (NYC)
Industry Financial Services
Experience
The William C. Dunkelberg Owl Fund January 2015 - May 2015
Fox Fund - Temple University Investment Association September 2014 - December 2014
Thomson Reuters January 2014 - May 2014
Thomson Reuters August 2013 - May 2014
The North Face September 2012 - April 2013
Strategy Insights June 2012 - July 2012
Skills
Finance, Teamwork, Financial Analysis, Team Leadership, Analytical Skills, Economics, Investments, Customer Service, CRM Databases, Account Management, Strategic Planning, Bloomberg Terminal, Eikon Platform, Team Building, Hedge Funds, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, French, English, Research, Corporate Finance, International Sales, OS X, Java, Academic English, American English, Business English, French to English, Private Equity, Family Office, TOEFL, Piloting, Fitness, Contemporary Art
Education
Temple University - Fox School of Business and Management 2014 — 2015
Bachelor’s Degree, Finance Major
CEFAM Centre d'Études Franco-Américain de Management 2010 — 2015
Master’s Degree, Manager des Organisations à l'International
Lycée Albert Einstein, Bagnols-sur-Cèze, France 2006 — 2010
High School, Scientific Baccalauréat: Physics & Chemistry
The William C. Dunkelberg Owl Fund January 2015 - May 2015
Fox Fund - Temple University Investment Association September 2014 - December 2014
Thomson Reuters January 2014 - May 2014
Thomson Reuters August 2013 - May 2014
The North Face September 2012 - April 2013
Strategy Insights June 2012 - July 2012
Skills
Finance, Teamwork, Financial Analysis, Team Leadership, Analytical Skills, Economics, Investments, Customer Service, CRM Databases, Account Management, Strategic Planning, Bloomberg Terminal, Eikon Platform, Team Building, Hedge Funds, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, French, English, Research, Corporate Finance, International Sales, OS X, Java, Academic English, American English, Business English, French to English, Private Equity, Family Office, TOEFL, Piloting, Fitness, Contemporary Art
Education
Temple University - Fox School of Business and Management 2014 — 2015
Bachelor’s Degree, Finance Major
CEFAM Centre d'Études Franco-Américain de Management 2010 — 2015
Master’s Degree, Manager des Organisations à l'International
Lycée Albert Einstein, Bagnols-sur-Cèze, France 2006 — 2010
High School, Scientific Baccalauréat: Physics & Chemistry
Nicholas Alvarez-Staab Nicholas Alvarez-Staab's The William C. Dunkelberg Owl Fund Experience December 2014 - Present
Job Lead Analyst: Financials at The William C. Dunkelberg Owl Fund
Industry Financial Services
Experience
SEI June 2015 - Present
The William C. Dunkelberg Owl Fund December 2014 - Present
Da Vinci's Pub September 2012 - Present
Fox Fund February 2014 - January 2015
Roberta's by Joe Muldoon 2013 - 2014
UBS Financial Services Inc August 2013 - December 2013
Best Personel Inc. October 2012 - July 2013
Skills
Finance, Bloomberg Terminal, PowerPoint, Capital IQ, Financial Analysis, Time Management, Investments, Marketing, Leadership, Industrial Sector, Microsoft Excel, Microsoft Word, Accounting, FactSet, VBA
Education
Temple University - Fox School of Business and Management 2013 — 2016
Bachelor of Business Administration (BBA), Finance, Junior
Rowan University 2011 — 2013
Finance, Sophomore
SEI June 2015 - Present
The William C. Dunkelberg Owl Fund December 2014 - Present
Da Vinci's Pub September 2012 - Present
Fox Fund February 2014 - January 2015
Roberta's by Joe Muldoon 2013 - 2014
UBS Financial Services Inc August 2013 - December 2013
Best Personel Inc. October 2012 - July 2013
Skills
Finance, Bloomberg Terminal, PowerPoint, Capital IQ, Financial Analysis, Time Management, Investments, Marketing, Leadership, Industrial Sector, Microsoft Excel, Microsoft Word, Accounting, FactSet, VBA
Education
Temple University - Fox School of Business and Management 2013 — 2016
Bachelor of Business Administration (BBA), Finance, Junior
Rowan University 2011 — 2013
Finance, Sophomore
Jason DeFazio, CFA Jason DeFazio, CFA's The William C. Dunkelberg Owl Fund Experience January 2008 - December 2008
Job Vice President at VRC
Industry Financial Services
Experience
Valuation Research Corporation August 2009 - Present
Comcast May 2008 - May 2009
Citigroup 2009 - 2009
The William C. Dunkelberg Owl Fund January 2008 - December 2008
Temple Small Business Development Center August 2007 - December 2007
Skills
Valuation, Financial Analysis, Microsoft Excel, Capital IQ, Bloomberg, Microsoft Office, Financial Modeling, Corporate Finance, Financial Reporting, Portfolio Management, Investments, Budgets, Market Research, Process Improvement, Bloomberg Terminal, Equity Valuation, Equity Research, Finance, Business Valuation, Business Development, Equities, Private Equity, Due Diligence, Hedge Funds, DCF, Mergers & Acquisitions, Fixed Income, Financial Statement..., Strategic Financial..., Securities, Intangible Assets, Investment Banking, Accounting, High Yield, Valuation Modeling, Economics, Analysis, Asset Management, Banking, Venture Capital, Risk Management, Derivatives, Capital Markets, Quantitative Analytics, Financial Markets
Education
CFA Institute 2010 — 2013
Chartered Financial Analyst (CFA)
Temple University - Fox School of Business and Management 2004 — 2008
BBA, Finance and Entrepreneurship
Valuation Research Corporation August 2009 - Present
Comcast May 2008 - May 2009
Citigroup 2009 - 2009
The William C. Dunkelberg Owl Fund January 2008 - December 2008
Temple Small Business Development Center August 2007 - December 2007
Skills
Valuation, Financial Analysis, Microsoft Excel, Capital IQ, Bloomberg, Microsoft Office, Financial Modeling, Corporate Finance, Financial Reporting, Portfolio Management, Investments, Budgets, Market Research, Process Improvement, Bloomberg Terminal, Equity Valuation, Equity Research, Finance, Business Valuation, Business Development, Equities, Private Equity, Due Diligence, Hedge Funds, DCF, Mergers & Acquisitions, Fixed Income, Financial Statement..., Strategic Financial..., Securities, Intangible Assets, Investment Banking, Accounting, High Yield, Valuation Modeling, Economics, Analysis, Asset Management, Banking, Venture Capital, Risk Management, Derivatives, Capital Markets, Quantitative Analytics, Financial Markets
Education
CFA Institute 2010 — 2013
Chartered Financial Analyst (CFA)
Temple University - Fox School of Business and Management 2004 — 2008
BBA, Finance and Entrepreneurship
Dharmesh Patel Dharmesh Patel's The William C. Dunkelberg Owl Fund Experience December 2012 - May 2015
Job Investment Banking Analyst PNC Capital Markets
Industry Investment Banking
Experience
PNC June 2015 - Present
The William C. Dunkelberg Owl Fund December 2012 - May 2015
PNC June 2014 - September 2014
The PFM Group June 2013 - September 2013
Skills
Bloomberg, Capital IQ, Equity Research, ThomsonOne, PowerPoint, Financial Analysis, Economics, Due Diligence, Series 7, Series 63
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor, Finance & Economics
North Penn High School 2008 — 2011
High School Diploma
PNC June 2015 - Present
The William C. Dunkelberg Owl Fund December 2012 - May 2015
PNC June 2014 - September 2014
The PFM Group June 2013 - September 2013
Skills
Bloomberg, Capital IQ, Equity Research, ThomsonOne, PowerPoint, Financial Analysis, Economics, Due Diligence, Series 7, Series 63
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor, Finance & Economics
North Penn High School 2008 — 2011
High School Diploma
Peter Michael Blicharz Peter Michael Blicharz's The William C. Dunkelberg Owl Fund Experience January 2013 - May 2013
Job Health and Prosperity Coach
Industry Health, Wellness and Fitness
Experience
Nutritional Cleansing August 2014 - Present
EY August 2014 - Present
Temple University September 2011 - Present
EY June 2014 - August 2014
Federal Reserve Bank of Philadelphia April 2013 - January 2014
Temple University January 2013 - December 2013
The William C. Dunkelberg Owl Fund January 2013 - May 2013
Copper Beech Financial Group LLC December 2012 - May 2013
Orthopedic and Spine Rehabilitation August 2010 - August 2011
Fox Hollow Swim Club May 2009 - September 2010
Skills
Microsoft Office, Customer Service, Leadership, Reliability, Nutrition, Health and Fitness, Technology, Weight Training, High Intensity Interval..., Bodybuilding, Body Weight Training, CRM, Financial Analysis, Capital IQ, Finance, Teamwork, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Time Management, Management, Data Analysis
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor’s Degree, Finance and Management Information Systems, Cum Laude, Fox Honors and University Honors
Temple University Rome 2012 — 2012
Summer Study Abroad Program
Burlington County Institute of Technology 2007 — 2011
High School Diploma, Sports Medicine, 4.6290
Nutritional Cleansing August 2014 - Present
EY August 2014 - Present
Temple University September 2011 - Present
EY June 2014 - August 2014
Federal Reserve Bank of Philadelphia April 2013 - January 2014
Temple University January 2013 - December 2013
The William C. Dunkelberg Owl Fund January 2013 - May 2013
Copper Beech Financial Group LLC December 2012 - May 2013
Orthopedic and Spine Rehabilitation August 2010 - August 2011
Fox Hollow Swim Club May 2009 - September 2010
Skills
Microsoft Office, Customer Service, Leadership, Reliability, Nutrition, Health and Fitness, Technology, Weight Training, High Intensity Interval..., Bodybuilding, Body Weight Training, CRM, Financial Analysis, Capital IQ, Finance, Teamwork, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Time Management, Management, Data Analysis
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor’s Degree, Finance and Management Information Systems, Cum Laude, Fox Honors and University Honors
Temple University Rome 2012 — 2012
Summer Study Abroad Program
Burlington County Institute of Technology 2007 — 2011
High School Diploma, Sports Medicine, 4.6290
Michael F. DeJohn Jr.'s The William C. Dunkelberg Owl Fund Experience May 2015 - Present
Job Corporate Finance Intern at Prudential Financial / Analyst at The William C. Dunkelberg Owl Fund
Industry Accounting
Experience
The William C. Dunkelberg Owl Fund May 2015 - Present
Prudential Financial May 2015 - August 2015
Temple University January 2015 - May 2015
Prudential Financial May 2014 - August 2014
New Jersey County of Bergen April 2013 - November 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Powerpoint, SAP, TenMast, Time Management, Public Speaking, Bloomberg Software, Capital IQ, Research, Teamwork, Financial Analysis, Finance
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Pequannock Township High School 2008 — 2012
The William C. Dunkelberg Owl Fund May 2015 - Present
Prudential Financial May 2015 - August 2015
Temple University January 2015 - May 2015
Prudential Financial May 2014 - August 2014
New Jersey County of Bergen April 2013 - November 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Powerpoint, SAP, TenMast, Time Management, Public Speaking, Bloomberg Software, Capital IQ, Research, Teamwork, Financial Analysis, Finance
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Pequannock Township High School 2008 — 2012
GABRIEL TURSI's The William C. Dunkelberg Owl Fund Experience January 2013 - May 2014
Job Corporate Analyst AML Compliance, Alert Operations at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase & Co. July 2014 - February 2015
The William C. Dunkelberg Owl Fund January 2013 - May 2014
State Street Corporation June 2013 - August 2013
Abogados Law Offices December 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, Capital IQ, Analysis, Financial Analysis, Public Speaking, Leadership, Teamwork, Research
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration, Finance and Accounting
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase & Co. July 2014 - February 2015
The William C. Dunkelberg Owl Fund January 2013 - May 2014
State Street Corporation June 2013 - August 2013
Abogados Law Offices December 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, Capital IQ, Analysis, Financial Analysis, Public Speaking, Leadership, Teamwork, Research
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration, Finance and Accounting
Anthony DiOstilio's The William C. Dunkelberg Owl Fund Experience January 2009 - December 2009
Job Senior Associate, Institutional Advice at SEI
Industry Investment Management
Experience
SEI January 2014 - Present
SEI November 2011 - January 2014
SEI Investments August 2010 - November 2011
The William C. Dunkelberg Owl Fund January 2009 - December 2009
Skills
Bloomberg, Investments, Equity Research, Valuation, Microsoft Excel, PowerPoint, Financial Analysis, Financial Modeling, Equities, Mutual Funds, Bloomberg Terminal, Morningstar Direct, Fixed Income, Asset Allocation
Education
Temple University - Fox School of Business and Management 2006 — 2010
BBA, Finance and Accounting
CFA Institute
SEI January 2014 - Present
SEI November 2011 - January 2014
SEI Investments August 2010 - November 2011
The William C. Dunkelberg Owl Fund January 2009 - December 2009
Skills
Bloomberg, Investments, Equity Research, Valuation, Microsoft Excel, PowerPoint, Financial Analysis, Financial Modeling, Equities, Mutual Funds, Bloomberg Terminal, Morningstar Direct, Fixed Income, Asset Allocation
Education
Temple University - Fox School of Business and Management 2006 — 2010
BBA, Finance and Accounting
CFA Institute
Kevin Machiz, CFA, FRM Kevin Machiz, CFA, FRM's The William C. Dunkelberg Owl Fund Experience August 2010 - May 2011
Job Vice President at Callan Associates
Industry Investment Management
Experience
Callan Associates August 2014 - Present
Franklin Templeton Investments June 2011 - July 2014
Enterprise Management Consulting Practice January 2011 - May 2011
The William C. Dunkelberg Owl Fund August 2010 - May 2011
Sestak for Senate August 2010 - November 2010
EurosRed June 2008 - August 2008
Skills
Bloomberg Terminal, Capital IQ, Factset, Morningstar
Education
Temple University - Fox School of Business and Management 2007 — 2011
BBA, Finance, and International Business Administration
Instituto Tecnológico Autónomo de México 2010 — 2010
Radnor High School 2003 — 2007
Callan Associates August 2014 - Present
Franklin Templeton Investments June 2011 - July 2014
Enterprise Management Consulting Practice January 2011 - May 2011
The William C. Dunkelberg Owl Fund August 2010 - May 2011
Sestak for Senate August 2010 - November 2010
EurosRed June 2008 - August 2008
Skills
Bloomberg Terminal, Capital IQ, Factset, Morningstar
Education
Temple University - Fox School of Business and Management 2007 — 2011
BBA, Finance, and International Business Administration
Instituto Tecnológico Autónomo de México 2010 — 2010
Radnor High School 2003 — 2007
Brian McGinnis's The William C. Dunkelberg Owl Fund Experience August 2012 - January 2013
Job Associate at Deloitte & Touche LLP
Industry Financial Services
Experience
Deloitte December 2014 - Present
Anvil Advisors July 2014 - November 2014
Anvil Advisors July 2013 - June 2014
Fox Fund January 2013 - May 2013
The William C. Dunkelberg Owl Fund August 2012 - January 2013
La Salle College High School September 2010 - February 2012
Skills
Valuation, Finance, Fixed Income, DCF, Microsoft Excel, Bloomberg Equity..., Bloomberg Terminal, Bloomberg, Capital IQ, Investments, Mutual Funds, Financial Modeling, Equity Research, Financial Analysis, Investment Management, Event Planning, Economics
Education
Temple University - Fox School of Business and Management 2010 — 2013
Bachelor of Business Administration (BBA), Finance, Senior
Lehigh University - College of Business and Economics 2007 — 2010
Finance
Deloitte December 2014 - Present
Anvil Advisors July 2014 - November 2014
Anvil Advisors July 2013 - June 2014
Fox Fund January 2013 - May 2013
The William C. Dunkelberg Owl Fund August 2012 - January 2013
La Salle College High School September 2010 - February 2012
Skills
Valuation, Finance, Fixed Income, DCF, Microsoft Excel, Bloomberg Equity..., Bloomberg Terminal, Bloomberg, Capital IQ, Investments, Mutual Funds, Financial Modeling, Equity Research, Financial Analysis, Investment Management, Event Planning, Economics
Education
Temple University - Fox School of Business and Management 2010 — 2013
Bachelor of Business Administration (BBA), Finance, Senior
Lehigh University - College of Business and Economics 2007 — 2010
Finance
Joel Choe's The William C. Dunkelberg Owl Fund Experience January 2012 - May 2013
Job Revenue Analyst at SEI
Industry Financial Services
Experience
SEI November 2013 - Present
The William C. Dunkelberg Owl Fund January 2012 - May 2013
New York Life Insurance Company May 2012 - August 2012
CVS Caremark Corporation March 2011 - May 2012
Rutgers University - Susan L. Cullman Laboratory for Cancer Research September 2008 - May 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Troubleshooting, Market Research, Data Entry, Critical Thinking, Spreadsheets, Statistics, Account Reconciliation
Education
Temple University - Fox School of Business and Management 2011 — 2013
Bachelor of Business Administration (BBA), Finance
Rutgers, The State University of New Jersey-New Brunswick
SEI November 2013 - Present
The William C. Dunkelberg Owl Fund January 2012 - May 2013
New York Life Insurance Company May 2012 - August 2012
CVS Caremark Corporation March 2011 - May 2012
Rutgers University - Susan L. Cullman Laboratory for Cancer Research September 2008 - May 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Troubleshooting, Market Research, Data Entry, Critical Thinking, Spreadsheets, Statistics, Account Reconciliation
Education
Temple University - Fox School of Business and Management 2011 — 2013
Bachelor of Business Administration (BBA), Finance
Rutgers, The State University of New Jersey-New Brunswick
Thomas Corbet's The William C. Dunkelberg Owl Fund Experience January 2011 - December 2012
Job
Industry Venture Capital & Private Equity
Experience
CoreDial, LLC August 2015 - Present
WizeHive September 2014 - March 2015
Bizel Construction January 2013 - December 2014
Beyond.com September 2013 - August 2014
Phillydipped January 2013 - December 2013
Samnite Ventures January 2012 - September 2013
The William C. Dunkelberg Owl Fund January 2011 - December 2012
The William C. Dunkelberg Owl Fund January 2011 - January 2012
Muntz Financial January 2011 - December 2011
AXA Investment Managers June 2011 - August 2011
Skills
Bloomberg, Linux, Perl, C, C++, Python, MATLAB, R
Education
Temple University - Fox School of Business and Management 2007 — 2011
Bachelor's Degree, Mathematics, Economics
CoreDial, LLC August 2015 - Present
WizeHive September 2014 - March 2015
Bizel Construction January 2013 - December 2014
Beyond.com September 2013 - August 2014
Phillydipped January 2013 - December 2013
Samnite Ventures January 2012 - September 2013
The William C. Dunkelberg Owl Fund January 2011 - December 2012
The William C. Dunkelberg Owl Fund January 2011 - January 2012
Muntz Financial January 2011 - December 2011
AXA Investment Managers June 2011 - August 2011
Skills
Bloomberg, Linux, Perl, C, C++, Python, MATLAB, R
Education
Temple University - Fox School of Business and Management 2007 — 2011
Bachelor's Degree, Mathematics, Economics