Thomas Roulston Investment Partners, Inc.
Description
Address: 3615 Superior Ave #3101b, Cleveland, OH 44114 Phone: (216) 780-9581: : : : : Hours: Website: Place name: Category: : Website: http://www.roulstoninvestmentpartners.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Thomas Roulston Investment Partners Investment Inc Posting publicly on the Web Write a review Reviews Be the first to review
Thomas Roulston Investment Partners, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Thomas Roulston Investment Partners, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Thomas Roulston Investment Partners, Inc. Employees
Employee
Years
Job
Industry
Hyo Bin (Joe) Im Hyo Bin (Joe) Im's Thomas Roulston Investment Partners, Inc. Experience May 2014 - August 2014
Job Student at University of WisconsinMadison
Industry Real Estate
Experience
PwC January 2015 - March 2015
Thomas Roulston Investment Partners, Inc. May 2014 - August 2014
Kukje Trust June 2013 - June 2013
Skills
PowerPoint, Microsoft Excel, Critical Thinking, Teamwork, Real Estate, Social Networking, Microsoft Word, Korean, Time Management, Finance, Access, Proformas, Time Value of Money, Financial Accounting, Financial Statements, Spanish, Microsoft Office 2007, Argus Modeling, DCF Valuation, Leadership, Market Research, Social Media, Public Speaking
Education
University of Wisconsin-Madison - School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Real Estate & Finance, Investment, and Banking, Junior
University of Wisconsin-Madison 2012 — 2013
Bachelor's degree, Pre-Business, Freshman
Mount Michael High School 2008 — 2012
High School Diploma
Korea University
PwC January 2015 - March 2015
Thomas Roulston Investment Partners, Inc. May 2014 - August 2014
Kukje Trust June 2013 - June 2013
Skills
PowerPoint, Microsoft Excel, Critical Thinking, Teamwork, Real Estate, Social Networking, Microsoft Word, Korean, Time Management, Finance, Access, Proformas, Time Value of Money, Financial Accounting, Financial Statements, Spanish, Microsoft Office 2007, Argus Modeling, DCF Valuation, Leadership, Market Research, Social Media, Public Speaking
Education
University of Wisconsin-Madison - School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Real Estate & Finance, Investment, and Banking, Junior
University of Wisconsin-Madison 2012 — 2013
Bachelor's degree, Pre-Business, Freshman
Mount Michael High School 2008 — 2012
High School Diploma
Korea University
Brandon Boychuk Brandon Boychuk's Thomas Roulston Investment Partners, Inc. Experience December 2011 - June 2012
Job Wealth Management Associate at Antolino & Associates
Industry Financial Services
Experience
Antolino & Associates July 2015 - Present
BNY Mellon June 2013 - June 2015
John Carroll University August 2011 - May 2013
Thomas Roulston Investment Partners, Inc. December 2011 - June 2012
Skills
Word, Excel, PowerPoint, Research, Access, Troubleshooting, Analysis, Outlook, Microsoft Word, Microsoft Excel
Education
Florida Atlantic University 2014 — 2015
Certified Financial Planner (CFP®)
John Carroll University 2009 — 2013
Bachelor of Science (BS), Economics
Regents College 2011 — 2011
Study Abroad Program, Boler School of Business Affiliate
Antolino & Associates July 2015 - Present
BNY Mellon June 2013 - June 2015
John Carroll University August 2011 - May 2013
Thomas Roulston Investment Partners, Inc. December 2011 - June 2012
Skills
Word, Excel, PowerPoint, Research, Access, Troubleshooting, Analysis, Outlook, Microsoft Word, Microsoft Excel
Education
Florida Atlantic University 2014 — 2015
Certified Financial Planner (CFP®)
John Carroll University 2009 — 2013
Bachelor of Science (BS), Economics
Regents College 2011 — 2011
Study Abroad Program, Boler School of Business Affiliate
Tyler Shebeck's Thomas Roulston Investment Partners, Inc. Experience August 2014 - December 2014
Job Corporate Treasurer at Hilarity For Charity
Industry Investment Management
Experience
PNC June 2015 - August 2015
Thomas Roulston Investment Partners, Inc. August 2014 - December 2014
Skills
Microeconomics, Time Management, Social Media, Teamwork, PowerPoint, Macroeconomics, Accounting, Microsoft Excel, Stock Market, Stock Trading, Fixed Income, Fixed Income Portfolio..., Leadership, Strategic Leadership, Entrepreneurship, Social Entrepreneurship, Entrepreneurial Finance
Education
The Ohio State University 2012 — 2016
Bachelor of Science in Business Administration, Finance/Investment Management
PNC June 2015 - August 2015
Thomas Roulston Investment Partners, Inc. August 2014 - December 2014
Skills
Microeconomics, Time Management, Social Media, Teamwork, PowerPoint, Macroeconomics, Accounting, Microsoft Excel, Stock Market, Stock Trading, Fixed Income, Fixed Income Portfolio..., Leadership, Strategic Leadership, Entrepreneurship, Social Entrepreneurship, Entrepreneurial Finance
Education
The Ohio State University 2012 — 2016
Bachelor of Science in Business Administration, Finance/Investment Management
Jieyi(Jane) Tang Jieyi(Jane) Tang's Thomas Roulston Investment Partners, Inc. Experience September 2015 - Present
Job Local Committee President at AIESEC Ohio State.
Industry Financial Services
Experience
Thomas Roulston Investment Partners, Inc. September 2015 - Present
AIESEC United States June 2015 - Present
The Ohio State University May 2015 - Present
Alvis House June 2015 - August 2015
AIESEC United States December 2014 - June 2015
Rouslton Investment Partner 2015 - 2015
LuShang Loan Limited Company June 2013 - July 2013
Skills
Teamwork, Nonprofits, Leadership, Time Management, Public Speaking, Microsoft Office, Communication, Organizational..., Management, Data Analysis, Financial Accounting, Accounting, Finance, Marketing Communications, Strategic Communications, Organizational..., Marketing Strategy, Cross-cultural..., Cross Cultural..., Customer Service, Strategic Planning, Microsoft Excel
Education
The Ohio State University 2014 — 2016
Bachelor's Degree, Finance, General
Sias International University 2012 — 2014
Bachelor's Degree, Finance, General, 3.54
Thomas Roulston Investment Partners, Inc. September 2015 - Present
AIESEC United States June 2015 - Present
The Ohio State University May 2015 - Present
Alvis House June 2015 - August 2015
AIESEC United States December 2014 - June 2015
Rouslton Investment Partner 2015 - 2015
LuShang Loan Limited Company June 2013 - July 2013
Skills
Teamwork, Nonprofits, Leadership, Time Management, Public Speaking, Microsoft Office, Communication, Organizational..., Management, Data Analysis, Financial Accounting, Accounting, Finance, Marketing Communications, Strategic Communications, Organizational..., Marketing Strategy, Cross-cultural..., Cross Cultural..., Customer Service, Strategic Planning, Microsoft Excel
Education
The Ohio State University 2014 — 2016
Bachelor's Degree, Finance, General
Sias International University 2012 — 2014
Bachelor's Degree, Finance, General, 3.54
Scott Sonneborn's Thomas Roulston Investment Partners, Inc. Experience January 2015 - April 2015
Job Economics Student at Claremont McKenna College
Industry Venture Capital & Private Equity
Experience
Capital Innovators June 2015 - Present
Student Education Technologies September 2013 - Present
Moneythink January 2014 - Present
The CMC Student Investment Fund May 2014 - Present
Claremont McKenna College August 2014 - May 2015
Thomas Roulston Investment Partners, Inc. January 2015 - April 2015
Anthos Capital October 2014 - December 2014
Liftoff Ventures March 2014 - September 2014
Meseta Coffee Shanghai June 2013 - July 2013
Ravinia Festival October 2011 - June 2013
Skills
Marketing, Microsoft Excel, Facebook, Microsoft Word, PowerPoint, Illustrator, Photoshop, Google Docs, Graphic Design, Prezzi
Education
Claremont McKenna College 2013 — 2017
Bachelor of Science (BS), Economics
Highland Park High School 2009 — 2013
4.06/4.00
Capital Innovators June 2015 - Present
Student Education Technologies September 2013 - Present
Moneythink January 2014 - Present
The CMC Student Investment Fund May 2014 - Present
Claremont McKenna College August 2014 - May 2015
Thomas Roulston Investment Partners, Inc. January 2015 - April 2015
Anthos Capital October 2014 - December 2014
Liftoff Ventures March 2014 - September 2014
Meseta Coffee Shanghai June 2013 - July 2013
Ravinia Festival October 2011 - June 2013
Skills
Marketing, Microsoft Excel, Facebook, Microsoft Word, PowerPoint, Illustrator, Photoshop, Google Docs, Graphic Design, Prezzi
Education
Claremont McKenna College 2013 — 2017
Bachelor of Science (BS), Economics
Highland Park High School 2009 — 2013
4.06/4.00
Evan Barry Evan Barry's Thomas Roulston Investment Partners, Inc. Experience September 2013 - December 2013
Job Financial Planning Analyst at TravelCenters of America
Industry Financial Services
Experience
TravelCenters of America September 2015 - Present
Longbow Research May 2014 - September 2015
Northcoast Research December 2013 - May 2014
Thomas Roulston Investment Partners, Inc. September 2013 - December 2013
Roulston Research September 2012 - December 2012
Skills
Equity Research, Financial Modeling, Portfolio Management, Financial Analysis, Investments, Financial Accounting, Entrepreneurship, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Marketing, Market Research, Time Management, Budgets, Marketing Communications, Event Planning, Social Media, Building Relationships, Leadership, Customer Service, Account Management, Public Relations, Strategic Planning, Equities
Education
John Carroll University 2010 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Finance
St. Peter Chanel High School 2006 — 2010
TravelCenters of America September 2015 - Present
Longbow Research May 2014 - September 2015
Northcoast Research December 2013 - May 2014
Thomas Roulston Investment Partners, Inc. September 2013 - December 2013
Roulston Research September 2012 - December 2012
Skills
Equity Research, Financial Modeling, Portfolio Management, Financial Analysis, Investments, Financial Accounting, Entrepreneurship, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Marketing, Market Research, Time Management, Budgets, Marketing Communications, Event Planning, Social Media, Building Relationships, Leadership, Customer Service, Account Management, Public Relations, Strategic Planning, Equities
Education
John Carroll University 2010 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Finance
St. Peter Chanel High School 2006 — 2010
Brandon Rosen's Thomas Roulston Investment Partners, Inc. Experience January 2015 - April 2015
Job Business Development Analyst at Asia Pacific Investment Partners
Industry Financial Services
Experience
Asia Pacific Investment Partners May 2015 - August 2015
Thomas Roulston Investment Partners, Inc. January 2015 - April 2015
Anthos Capital October 2014 - January 2015
Skills
Leadership, Communication, Self-confidence, Microsoft Excel, Action Oriented, Conference Speaking, Microsoft Word, Public Speaking, Microsoft Office, Sales, Financial Analysis, Social Media, Customer Satisfaction, Financial Accounting, Banquet Operations, Management, Financial Modeling, Investments, Portfolio Management, PowerPoint
Education
Baylor University - Hankamer School of Business 2013 — 2017
Bachelor of Business Administration (BBA), Accouting and Finance, 3.8/4.0
Asia Pacific Investment Partners May 2015 - August 2015
Thomas Roulston Investment Partners, Inc. January 2015 - April 2015
Anthos Capital October 2014 - January 2015
Skills
Leadership, Communication, Self-confidence, Microsoft Excel, Action Oriented, Conference Speaking, Microsoft Word, Public Speaking, Microsoft Office, Sales, Financial Analysis, Social Media, Customer Satisfaction, Financial Accounting, Banquet Operations, Management, Financial Modeling, Investments, Portfolio Management, PowerPoint
Education
Baylor University - Hankamer School of Business 2013 — 2017
Bachelor of Business Administration (BBA), Accouting and Finance, 3.8/4.0
Alicia Greci's Thomas Roulston Investment Partners, Inc. Experience May 2013 - August 2013
Job Financial Analyst at Eaton
Industry Electrical/Electronic Manufacturing
Experience
Eaton Corporation July 2014 - Present
Thomas Roulston Investment Partners, Inc. May 2013 - August 2013
Merrill Lynch May 2013 - August 2013
Alicia Greci January 2011 - June 2013
Merrill Lynch February 2013 - May 2013
Skills
Leadership, Time Management, Teamwork, Work Ethic, Motivation, Determination, Organization, Sociability, Analytics, Finance, Microsoft Office, Public Speaking, Access
Education
John Carroll University 2010 — 2014
Bachelor of Science, Business Administration; Finance
Notre Dame Cathedral Latin High School 2006 — 2010
Eaton Corporation July 2014 - Present
Thomas Roulston Investment Partners, Inc. May 2013 - August 2013
Merrill Lynch May 2013 - August 2013
Alicia Greci January 2011 - June 2013
Merrill Lynch February 2013 - May 2013
Skills
Leadership, Time Management, Teamwork, Work Ethic, Motivation, Determination, Organization, Sociability, Analytics, Finance, Microsoft Office, Public Speaking, Access
Education
John Carroll University 2010 — 2014
Bachelor of Science, Business Administration; Finance
Notre Dame Cathedral Latin High School 2006 — 2010
Tony Zingales Tony Zingales's Thomas Roulston Investment Partners, Inc. Experience April 2012 - August 2012
Job Wealth Management Intern at Thomas Roulston Investment Partners, Inc.
Industry Higher Education
Experience
John Carroll University August 2010 - Present
Thomas Roulston Investment Partners, Inc. April 2012 - August 2012
Performance Bicycles June 2011 - August 2012
Skills
Time Management, Analysis, Microsoft Excel, Management, Sales, Microsoft Word, Strategy, Software Documentation, Finance, PowerPoint, Microsoft Office, Access, Research, Teamwork, Social Media, Data Analysis, Customer Service, Outlook, Public Speaking, Facebook
Education
John Carroll University 2009 — 2013
Bachelor of Science in Business Administration, Economics and Finance, Senior
John Carroll University August 2010 - Present
Thomas Roulston Investment Partners, Inc. April 2012 - August 2012
Performance Bicycles June 2011 - August 2012
Skills
Time Management, Analysis, Microsoft Excel, Management, Sales, Microsoft Word, Strategy, Software Documentation, Finance, PowerPoint, Microsoft Office, Access, Research, Teamwork, Social Media, Data Analysis, Customer Service, Outlook, Public Speaking, Facebook
Education
John Carroll University 2009 — 2013
Bachelor of Science in Business Administration, Economics and Finance, Senior
Richard Black, Jr Richard Black, Jr's Thomas Roulston Investment Partners, Inc. Experience May 2012 - August 2012
Job Substitute Secretary
Industry Education Management
Experience
Cleveland Municipal School District December 2013 - Present
Clara E. Westropp February 2014 - March 2014
Cleveland Municipal School District August 2013 - September 2013
Thomas Roulston Investment Partners, Inc. May 2012 - August 2012
Thomas Roulston Research August 2011 - November 2011
Union Grove Missionary Baptist Church March 2009 - September 2011
Youngstown State University August 2007 - May 2008
Court Assignment August 2007 - May 2008
Youngstown State University 2007 - 2008
Youngstown State University October 2004 - May 2007
Skills
Research, PowerPoint, Microsoft Office 2007, Accounts Payable, Accounts Receivable, Microsoft Word, Microsoft Excel, Written & Oral..., Public Speaking, Software Documentation, Management, Accounting, Human Resources, Time Management, Nonprofits, Finance, Access, Editing, Data Analysis, Analysis, Microsoft Office
Education
Cleveland State University 2010 — 2013
Master of Business Administration
Baldwin-Wallace College 2011 — 2011
Youngstown State University 2004 — 2008
Bachelor of Science in Applied Science, Computer Information Systems
Cleveland Municipal School District December 2013 - Present
Clara E. Westropp February 2014 - March 2014
Cleveland Municipal School District August 2013 - September 2013
Thomas Roulston Investment Partners, Inc. May 2012 - August 2012
Thomas Roulston Research August 2011 - November 2011
Union Grove Missionary Baptist Church March 2009 - September 2011
Youngstown State University August 2007 - May 2008
Court Assignment August 2007 - May 2008
Youngstown State University 2007 - 2008
Youngstown State University October 2004 - May 2007
Skills
Research, PowerPoint, Microsoft Office 2007, Accounts Payable, Accounts Receivable, Microsoft Word, Microsoft Excel, Written & Oral..., Public Speaking, Software Documentation, Management, Accounting, Human Resources, Time Management, Nonprofits, Finance, Access, Editing, Data Analysis, Analysis, Microsoft Office
Education
Cleveland State University 2010 — 2013
Master of Business Administration
Baldwin-Wallace College 2011 — 2011
Youngstown State University 2004 — 2008
Bachelor of Science in Applied Science, Computer Information Systems
Luis Fernando Contreras Luis Fernando Contreras's Thomas Roulston Investment Partners, Inc. Experience January 2013 - August 2013
Job Analyst, Global Business Services at Burger King Corporation
Industry Restaurants
Experience
Burger King Corporation October 2014 - Present
Burger King Corporation July 2014 - October 2014
Thomas Roulston Investment Partners, Inc. January 2013 - August 2013
Sanoh Industrial de Mexico August 2011 - August 2012
Sanoh Industrial de Mexico February 2010 - December 2010
Skills
Problem Solving, Analytical Skills, Learning Quickly, Communication Skills, Logical Thinker, Corporate Finance, Risk Management, Investments, Finance, Bloomberg, Strategic Financial..., Sales, Data Analysis, Negotiation, Economics, Analysis, Strategy, Leadership, SAS programming, Microsoft Excel, Equity Valuation, Financial Analysis, Equity Research
Education
Case Western Reserve University - Weatherhead School of Management 2012 — 2013
Master of Science in Management Finance, Corporate Finance
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2007 — 2011
Bachelor, International Business
INSEEC 2010 — 2010
Studies abroad, Commerce
Burger King Corporation October 2014 - Present
Burger King Corporation July 2014 - October 2014
Thomas Roulston Investment Partners, Inc. January 2013 - August 2013
Sanoh Industrial de Mexico August 2011 - August 2012
Sanoh Industrial de Mexico February 2010 - December 2010
Skills
Problem Solving, Analytical Skills, Learning Quickly, Communication Skills, Logical Thinker, Corporate Finance, Risk Management, Investments, Finance, Bloomberg, Strategic Financial..., Sales, Data Analysis, Negotiation, Economics, Analysis, Strategy, Leadership, SAS programming, Microsoft Excel, Equity Valuation, Financial Analysis, Equity Research
Education
Case Western Reserve University - Weatherhead School of Management 2012 — 2013
Master of Science in Management Finance, Corporate Finance
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2007 — 2011
Bachelor, International Business
INSEEC 2010 — 2010
Studies abroad, Commerce
Bo Zhao's Thomas Roulston Investment Partners, Inc. Experience September 2011 - January 2012
Job Credit Risk Analyst at PNC
Industry Financial Services
Experience
PNC September 2013 - Present
Farmers Insurance May 2012 - September 2013
Federal Reserve Bank of Cleveland April 2012 - May 2012
Thomas Roulston Investment Partners, Inc. September 2011 - January 2012
HSBC June 2011 - August 2011
Shanghai Rural Commercial Bank June 2009 - August 2009
Shanghai Securities July 2008 - August 2008
Skills
Microsoft Office, SAS, Matlab, C, C++, SQL, Oracle SQL, Capital IQ, Bloomberg Terminal, Wind, Investment Banking, M&A experience, Financial Analysis, Financial Modeling, Financial Markets, Equity Research, Valuation, Mathematical Analysis, Mathematical Modeling, Risk Management, Property & Casualty..., VBA
Education
Case Western Reserve University - Weatherhead School of Management 2010 — 2012
Master of Science, Management - Finance
Shanghai University 2006 — 2010
Bachelor of Science, Mathematics and Applied Mathematics
PNC September 2013 - Present
Farmers Insurance May 2012 - September 2013
Federal Reserve Bank of Cleveland April 2012 - May 2012
Thomas Roulston Investment Partners, Inc. September 2011 - January 2012
HSBC June 2011 - August 2011
Shanghai Rural Commercial Bank June 2009 - August 2009
Shanghai Securities July 2008 - August 2008
Skills
Microsoft Office, SAS, Matlab, C, C++, SQL, Oracle SQL, Capital IQ, Bloomberg Terminal, Wind, Investment Banking, M&A experience, Financial Analysis, Financial Modeling, Financial Markets, Equity Research, Valuation, Mathematical Analysis, Mathematical Modeling, Risk Management, Property & Casualty..., VBA
Education
Case Western Reserve University - Weatherhead School of Management 2010 — 2012
Master of Science, Management - Finance
Shanghai University 2006 — 2010
Bachelor of Science, Mathematics and Applied Mathematics
Lijing Borshch, CFA Level III passed Lijing Borshch, CFA Level III passed's Thomas Roulston Investment Partners, Inc. Experience June 2011 - September 2011
Job Senior Manager at Shanghai Zhengtian Wealth Management
Industry Investment Banking
Experience
Shanghai Zhengtian Wealth Management August 2013 - Present
Shanghai Yinji Asset Management November 2012 - Present
Thomas Roulston Investment Partners, Inc. June 2011 - September 2011
Roulston Research June 2011 - September 2011
Shanghai Qiaowen Law Firm (Legal Consulting Office of Shanghai Federation of Industrial Economics) May 2008 - September 2008
Shanghai Investment Consulting Corporation May 2007 - September 2007
Skills
SAS, Eviews, Excel, SQL
Education
Kent State University 2009 — 2011
Masters, Economics
Shanghai International Studies University 2006 — 2010
Bachelor, Laws
Shanghai Zhengtian Wealth Management August 2013 - Present
Shanghai Yinji Asset Management November 2012 - Present
Thomas Roulston Investment Partners, Inc. June 2011 - September 2011
Roulston Research June 2011 - September 2011
Shanghai Qiaowen Law Firm (Legal Consulting Office of Shanghai Federation of Industrial Economics) May 2008 - September 2008
Shanghai Investment Consulting Corporation May 2007 - September 2007
Skills
SAS, Eviews, Excel, SQL
Education
Kent State University 2009 — 2011
Masters, Economics
Shanghai International Studies University 2006 — 2010
Bachelor, Laws
Christopher Soekinto Christopher Soekinto's Thomas Roulston Investment Partners, Inc. Experience October 2014 - December 2014
Job Analyst at McKesson Financial Center
Industry Financial Services
Experience
McKesson September 2014 - Present
Thomas Roulston Investment Partners, Inc. October 2014 - December 2014
PT. Bank Mitraniaga, Tbk. May 2013 - July 2013
Green River Community College August 2011 - June 2012
Green River Community College August 2011 - June 2012
Skills
Capital IQ, Bloomberg Terminal, Microsoft Excel, PowerPoint, Peachtree, Youth Ministry, Singing, Analysis, Microsoft Word, Microsoft Office, Fundraising, Accounting, Public Speaking, Training, Higher Education, Data Analysis, Toad 9.0, Oracle, VBA
Education
The Ohio State University 2012 — 2014
Bachelor of Science in Business Administration, Corporate Finance
Green River Community College 2011 — 2012
Associate of Arts (A.A.)
McKesson September 2014 - Present
Thomas Roulston Investment Partners, Inc. October 2014 - December 2014
PT. Bank Mitraniaga, Tbk. May 2013 - July 2013
Green River Community College August 2011 - June 2012
Green River Community College August 2011 - June 2012
Skills
Capital IQ, Bloomberg Terminal, Microsoft Excel, PowerPoint, Peachtree, Youth Ministry, Singing, Analysis, Microsoft Word, Microsoft Office, Fundraising, Accounting, Public Speaking, Training, Higher Education, Data Analysis, Toad 9.0, Oracle, VBA
Education
The Ohio State University 2012 — 2014
Bachelor of Science in Business Administration, Corporate Finance
Green River Community College 2011 — 2012
Associate of Arts (A.A.)
Corbin Kazen Corbin Kazen's Thomas Roulston Investment Partners, Inc. Experience May 2014 - August 2014
Job President of the Lindner Finance Club and Chairman of the UC College Republicans
Industry Financial Services
Experience
Bridge Logistics January 2015 - Present
Thomas Roulston Investment Partners, Inc. May 2014 - August 2014
UC Office of Housing and Food Service November 2013 - June 2014
Textbook Painting March 2013 - August 2013
Rosso Gelato March 2012 - December 2012
Cleveland Indians April 2011 - March 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Negotiation, Editing, Leadership, Teamwork
Education
University of Cincinnati College of Business 2013 — 2017
Bachelor of Business Administration (BBA), Finance, General
St. Edward High School 2010 — 2013
3.7 weighted
Bridge Logistics January 2015 - Present
Thomas Roulston Investment Partners, Inc. May 2014 - August 2014
UC Office of Housing and Food Service November 2013 - June 2014
Textbook Painting March 2013 - August 2013
Rosso Gelato March 2012 - December 2012
Cleveland Indians April 2011 - March 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Negotiation, Editing, Leadership, Teamwork
Education
University of Cincinnati College of Business 2013 — 2017
Bachelor of Business Administration (BBA), Finance, General
St. Edward High School 2010 — 2013
3.7 weighted
Christopher Melillo's Thomas Roulston Investment Partners, Inc. Experience August 2015 - Present
Job Incoming Asset Management Intern at Thomas Roulston Investment Partners, Inc.
Industry Investment Management
Experience
Thomas Roulston Investment Partners, Inc. August 2015 - Present
Ally Financial Inc. June 2015 - August 2015
University of Notre Dame August 2013 - December 2014
Whiz Kids Baseball September 2011 - July 2014
Skills
Microsoft Office, Leadership, Research, Analysis, Project Management, Data Analytics, SAS Programming, Wealth Management
Education
University of Notre Dame 2013 — 2017
Bachelor's Degree, Finance, General, Junior
University of Notre Dame - Mendoza College of Business 2013 — 2017
Thomas Roulston Investment Partners, Inc. August 2015 - Present
Ally Financial Inc. June 2015 - August 2015
University of Notre Dame August 2013 - December 2014
Whiz Kids Baseball September 2011 - July 2014
Skills
Microsoft Office, Leadership, Research, Analysis, Project Management, Data Analytics, SAS Programming, Wealth Management
Education
University of Notre Dame 2013 — 2017
Bachelor's Degree, Finance, General, Junior
University of Notre Dame - Mendoza College of Business 2013 — 2017
Enrico Certo's Thomas Roulston Investment Partners, Inc. Experience September 2011 - December 2011
Job Financial Analyst at MobilityWorks
Industry Higher Education
Experience
MobilityWorks May 2013 - Present
Thomas Roulston Investment Partners, Inc. September 2011 - December 2011
Olympus Futures June 2011 - August 2011
Roulston Research January 2011 - April 2011
Skills
Trading, Finance, Research, Financial Modeling, Time Management, Financial Analysis, Valuation, Investments, Portfolio Management, Microsoft Excel, Teamwork, Data Analysis, Economics, Management, Forecasting
Education
2016 Level III Candidate in the CFA Program
John Carroll University 2010 — 2012
Bachelor of Science in Business Administration, Finance
Fox Chapel Area High School 2005 — 2009
MobilityWorks May 2013 - Present
Thomas Roulston Investment Partners, Inc. September 2011 - December 2011
Olympus Futures June 2011 - August 2011
Roulston Research January 2011 - April 2011
Skills
Trading, Finance, Research, Financial Modeling, Time Management, Financial Analysis, Valuation, Investments, Portfolio Management, Microsoft Excel, Teamwork, Data Analysis, Economics, Management, Forecasting
Education
2016 Level III Candidate in the CFA Program
John Carroll University 2010 — 2012
Bachelor of Science in Business Administration, Finance
Fox Chapel Area High School 2005 — 2009
Chris Lamprecht Chris Lamprecht's Thomas Roulston Investment Partners, Inc. Experience June 2015 - August 2015
Job Master of Science in Finance Candidate 2016 Vanderbilt Owen Graduate School of Management
Industry Financial Services
Experience
Avondale Partners September 2015 - Present
Thomas Roulston Investment Partners, Inc. June 2015 - August 2015
Four Pillars Investors April 2015 - July 2015
Fun City Youth Academy September 2014 - November 2014
Northwestern Mutual June 2013 - August 2013
Skills
Finance, Financial Analysis, Portfolio Management, Leadership, Time Management, Investments, Equity Research Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Bloomberg Terminal, Microsoft Word, Social Media, Public Speaking, Management, Private Equity, Teamwork
Education
Vanderbilt University - Owen Graduate School of Management 2015 — 2016
Master of Science (MS), Finance
University of Missouri-Columbia 2013 — 2015
Finance and Banking, 3.64
Avondale Partners September 2015 - Present
Thomas Roulston Investment Partners, Inc. June 2015 - August 2015
Four Pillars Investors April 2015 - July 2015
Fun City Youth Academy September 2014 - November 2014
Northwestern Mutual June 2013 - August 2013
Skills
Finance, Financial Analysis, Portfolio Management, Leadership, Time Management, Investments, Equity Research Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Bloomberg Terminal, Microsoft Word, Social Media, Public Speaking, Management, Private Equity, Teamwork
Education
Vanderbilt University - Owen Graduate School of Management 2015 — 2016
Master of Science (MS), Finance
University of Missouri-Columbia 2013 — 2015
Finance and Banking, 3.64
Adam D'Amore Adam D'Amore's Thomas Roulston Investment Partners, Inc. Experience October 2013 - April 2014
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors April 2015 - Present
Thomas Roulston Investment Partners, Inc. October 2013 - April 2014
Merrill Lynch February 2013 - May 2013
Skills
Finacial Needs Analysis, Business, Succession Planning, charitable Giving, Stategies
Education
John Carroll University 2010 — 2014
Bachelor's of Science in Business Administration, Finance, General
North Olmsted High School 2006 — 2010
High School Diploma
AXA Advisors April 2015 - Present
Thomas Roulston Investment Partners, Inc. October 2013 - April 2014
Merrill Lynch February 2013 - May 2013
Skills
Finacial Needs Analysis, Business, Succession Planning, charitable Giving, Stategies
Education
John Carroll University 2010 — 2014
Bachelor's of Science in Business Administration, Finance, General
North Olmsted High School 2006 — 2010
High School Diploma
Ke Liu's Thomas Roulston Investment Partners, Inc. Experience June 2013 - August 2013
Job Student at Georgia Institute of Technoology
Industry Higher Education
Experience
Ohio Department of Health August 2013 - December 2013
Thomas Roulston Investment Partners, Inc. June 2013 - August 2013
Skills
Data Analysis, SAS, R, Industry Research, Microsoft Office, Financial Modeling, Teamwork, Python, Time Management, Microsoft Excel, PowerPoint, Research, Statistics, Microsoft Word, Analysis, Social Media
Education
Georgia Institute of Technology 2014 — 2015
Master of Science (M.S.) in Analytics
The Ohio State University - The Max M. Fisher College of Business 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Ohio Department of Health August 2013 - December 2013
Thomas Roulston Investment Partners, Inc. June 2013 - August 2013
Skills
Data Analysis, SAS, R, Industry Research, Microsoft Office, Financial Modeling, Teamwork, Python, Time Management, Microsoft Excel, PowerPoint, Research, Statistics, Microsoft Word, Analysis, Social Media
Education
Georgia Institute of Technology 2014 — 2015
Master of Science (M.S.) in Analytics
The Ohio State University - The Max M. Fisher College of Business 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Shane Hoffman Shane Hoffman's Thomas Roulston Investment Partners, Inc. Experience May 2010 - July 2010
Job Strategic Solutions Manager at Chobani
Industry Information Technology and Services
Experience
Chobani July 2015 - Present
EY 2014 - 2015
EY 2012 - 2014
Roulston Research June 2011 - August 2011
Putnam Baseball Association June 2008 - August 2011
Law Office of Peter D Hoffman, PC February 2007 - May 2011
Thomas Roulston Investment Partners, Inc. May 2010 - July 2010
Skills
Analysis, Valuation, Finance, Financial Modeling, Mergers, Financial Analysis, Microsoft Excel, Corporate Finance, Data Analysis, Bloomberg, Economics, PowerPoint, Microsoft Office, Microsoft Word, Research, Risk Management, Mergers & Acquisitions, Management Consulting, Analytics, Management, Public Speaking
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2012
Masters of Science, Finance, 3.80
Saint Lawrence University 2007 — 2011
Bachelor of Science (BS), Economics/ Mathematics
Hackley School 2003 — 2007
High School Diploma
Chobani July 2015 - Present
EY 2014 - 2015
EY 2012 - 2014
Roulston Research June 2011 - August 2011
Putnam Baseball Association June 2008 - August 2011
Law Office of Peter D Hoffman, PC February 2007 - May 2011
Thomas Roulston Investment Partners, Inc. May 2010 - July 2010
Skills
Analysis, Valuation, Finance, Financial Modeling, Mergers, Financial Analysis, Microsoft Excel, Corporate Finance, Data Analysis, Bloomberg, Economics, PowerPoint, Microsoft Office, Microsoft Word, Research, Risk Management, Mergers & Acquisitions, Management Consulting, Analytics, Management, Public Speaking
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2012
Masters of Science, Finance, 3.80
Saint Lawrence University 2007 — 2011
Bachelor of Science (BS), Economics/ Mathematics
Hackley School 2003 — 2007
High School Diploma
Nigel Pollard Nigel Pollard's Thomas Roulston Investment Partners, Inc. Experience May 2014 - July 2014
Job Small Business Development Intern at City of Cleveland Department of Economic Development
Industry Financial Services
Experience
Gaia Ashram January 2015 - February 2015
JM Design Build September 2014 - January 2015
City of Cleveland Department of Economic Development June 2014 - September 2014
Thomas Roulston Investment Partners, Inc. May 2014 - July 2014
Aston Asset Management November 2012 - January 2013
Skills
Financial Modeling, Economics, Financial Analysis, Microsoft Excel, Corporate Finance, Data Analysis, PowerPoint, Finance, Microsoft Office, Statistics, Sales, Time Management
Education
John Carroll University 2010 — 2014
BSE, Economics
Gaia Ashram January 2015 - February 2015
JM Design Build September 2014 - January 2015
City of Cleveland Department of Economic Development June 2014 - September 2014
Thomas Roulston Investment Partners, Inc. May 2014 - July 2014
Aston Asset Management November 2012 - January 2013
Skills
Financial Modeling, Economics, Financial Analysis, Microsoft Excel, Corporate Finance, Data Analysis, PowerPoint, Finance, Microsoft Office, Statistics, Sales, Time Management
Education
John Carroll University 2010 — 2014
BSE, Economics
Shaun Champaneria's Thomas Roulston Investment Partners, Inc. Experience January 2013 - March 2013
Job Compliance Consultant at Gartland and Mellina Group
Industry Financial Services
Experience
Gartland and Mellina Group July 2014 - February 2015
CRT Capital Group June 2013 - August 2013
iFLIP4 November 2012 - August 2013
Tiger Tennis & Fitness Center June 2010 - August 2013
Thomas Roulston Investment Partners, Inc. January 2013 - March 2013
CRT Capital Group June 2012 - July 2012
Union College Athletic Department September 2010 - June 2011
The Self Realization Fellowship June 2008 - June 2011
Skills
Bloomberg Terminal, Teamwork, Microsoft Excel, PowerPoint, Bloomberg, Interpersonal Skill, Nonprofits, Research, Recruiting, Data Analysis, Risk Management
Education
Union College 2010 — 2014
Bachelor's Degree, Economics
The Montclair Kimberley Academy 2006 — 2010
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Gartland and Mellina Group July 2014 - February 2015
CRT Capital Group June 2013 - August 2013
iFLIP4 November 2012 - August 2013
Tiger Tennis & Fitness Center June 2010 - August 2013
Thomas Roulston Investment Partners, Inc. January 2013 - March 2013
CRT Capital Group June 2012 - July 2012
Union College Athletic Department September 2010 - June 2011
The Self Realization Fellowship June 2008 - June 2011
Skills
Bloomberg Terminal, Teamwork, Microsoft Excel, PowerPoint, Bloomberg, Interpersonal Skill, Nonprofits, Research, Recruiting, Data Analysis, Risk Management
Education
Union College 2010 — 2014
Bachelor's Degree, Economics
The Montclair Kimberley Academy 2006 — 2010
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Victoria Etherton's Thomas Roulston Investment Partners, Inc. Experience January 2015 - April 2015
Job Incoming Investment Banking Summer Analyst at JPMorgan Chase & Co.
Industry Investment Banking
Experience
J.P. Morgan 2015 - Present
J.P. Morgan June 2015 - July 2015
The University of Notre Dame Mendoza College of Business 2014 - May 2015
Thomas Roulston Investment Partners, Inc. January 2015 - April 2015
Lincoln International January 2015 - January 2015
Jubilee Initiative for Financial Inclusion 2013 - 2015
Little Sisters of the Poor June 2014 - August 2014
Northwestern University 2011 - 2012
Skills
Accounting, Finance, International Relations, Leadership, Research, Public Speaking, Matlab, Statistics, Social Media, Teaching, Java
Education
University of Notre Dame - Mendoza College of Business 2013 — 2017
Bachelor's degree, Finance Major, Computing & Digital Technoligies and Hesburgh Minors
Illinois Mathematics and Science Academy 2010 — 2013
High School Diploma
J.P. Morgan 2015 - Present
J.P. Morgan June 2015 - July 2015
The University of Notre Dame Mendoza College of Business 2014 - May 2015
Thomas Roulston Investment Partners, Inc. January 2015 - April 2015
Lincoln International January 2015 - January 2015
Jubilee Initiative for Financial Inclusion 2013 - 2015
Little Sisters of the Poor June 2014 - August 2014
Northwestern University 2011 - 2012
Skills
Accounting, Finance, International Relations, Leadership, Research, Public Speaking, Matlab, Statistics, Social Media, Teaching, Java
Education
University of Notre Dame - Mendoza College of Business 2013 — 2017
Bachelor's degree, Finance Major, Computing & Digital Technoligies and Hesburgh Minors
Illinois Mathematics and Science Academy 2010 — 2013
High School Diploma
Casey Vogl Casey Vogl's Thomas Roulston Investment Partners, Inc. Experience January 2013 - May 2013
Job Mortgage Banker
Industry Financial Services
Experience
Quicken Loans June 2013 - Present
Thomas Roulston Investment Partners, Inc. January 2013 - May 2013
John Carroll University 2012 - May 2013
Cosmic Curbing April 2011 - September 2011
Wegmans Food Market January 2007 - January 2010
Skills
Leadership, Sales, Customer Service, Retail, Analysis, Product Marketing, Research, Time Management, Market Research
Education
John Carroll University 2009 — 2013
Bachelor's degree, Bachelor's of Science in Economics
Regents College London Business School
Aquinas Institute 2005 — 2009
Quicken Loans June 2013 - Present
Thomas Roulston Investment Partners, Inc. January 2013 - May 2013
John Carroll University 2012 - May 2013
Cosmic Curbing April 2011 - September 2011
Wegmans Food Market January 2007 - January 2010
Skills
Leadership, Sales, Customer Service, Retail, Analysis, Product Marketing, Research, Time Management, Market Research
Education
John Carroll University 2009 — 2013
Bachelor's degree, Bachelor's of Science in Economics
Regents College London Business School
Aquinas Institute 2005 — 2009
Jake Shelton, MBA's Thomas Roulston Investment Partners, Inc. Experience January 2015 - May 2015
Job Loan Officer C&F Mortgage Corporation
Industry Financial Services
Experience
C&F Mortgage Corporation June 2015 - Present
National Academy of Sports Medicine (NASM) July 2010 - Present
Thomas Roulston Investment Partners, Inc. January 2015 - May 2015
Trust Navigator January 2015 - May 2015
Lake Erie College May 2013 - May 2015
Lake Erie College January 2014 - May 2014
College of Southern Maryland June 2008 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Event Planning, Social Media, Social Networking
Education
Lake Erie College 2011 — 2015
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
College of Southern Maryland 2008 — 2010
Associate's degree, Business Administration, Management and Operations
C&F Mortgage Corporation June 2015 - Present
National Academy of Sports Medicine (NASM) July 2010 - Present
Thomas Roulston Investment Partners, Inc. January 2015 - May 2015
Trust Navigator January 2015 - May 2015
Lake Erie College May 2013 - May 2015
Lake Erie College January 2014 - May 2014
College of Southern Maryland June 2008 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Event Planning, Social Media, Social Networking
Education
Lake Erie College 2011 — 2015
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
College of Southern Maryland 2008 — 2010
Associate's degree, Business Administration, Management and Operations
Patrick Spayde Patrick Spayde's Thomas Roulston Investment Partners, Inc. Experience May 2011 - August 2011
Job City Uniforms and Linen
Industry Consumer Services
Experience
Molten Corporation August 2015 - Present
City Uniforms and Linen February 2015 - July 2015
Menards May 2010 - January 2015
Thomas Roulston Investment Partners, Inc. May 2011 - August 2011
Skills
Microsoft Office, Leadership, Training, Recruiting, Marketing, Strategic Planning, Event Planning
Education
Tiffin University 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Marketing
Molten Corporation August 2015 - Present
City Uniforms and Linen February 2015 - July 2015
Menards May 2010 - January 2015
Thomas Roulston Investment Partners, Inc. May 2011 - August 2011
Skills
Microsoft Office, Leadership, Training, Recruiting, Marketing, Strategic Planning, Event Planning
Education
Tiffin University 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Marketing
Cathy(Tian) Liu Cathy(Tian) Liu's Thomas Roulston Investment Partners, Inc. Experience May 2014 - Present
Job Research Intern at Thomas Roulston Investment Partners, Inc., Active job seeker
Industry Financial Services
Experience
Thomas Roulston Investment Partners, Inc. May 2014 - Present
Incremental Insights - Emerging Market Investment Research March 2014 - May 2014
Skills
Microsoft Excel, SAS, Financial Modeling, Corporate Finance
Education
Case Western Reserve University 2012 — 2014
Master of Finance, Finance, General
Nanjing University 2008 — 2012
Bachelor's degree, Finance, General
Thomas Roulston Investment Partners, Inc. May 2014 - Present
Incremental Insights - Emerging Market Investment Research March 2014 - May 2014
Skills
Microsoft Excel, SAS, Financial Modeling, Corporate Finance
Education
Case Western Reserve University 2012 — 2014
Master of Finance, Finance, General
Nanjing University 2008 — 2012
Bachelor's degree, Finance, General
Praful Nadella's Thomas Roulston Investment Partners, Inc. Experience June 2012 - August 2012
Job Business Analyst at Cypress Global Services
Industry Information Technology and Services
Experience
Cypress Global Services Inc June 2013 - Present
AssetMark 2013 - Present
Thomas Roulston Investment Partners, Inc. June 2012 - August 2012
Infotech Enterprises Ltd August 2008 - July 2011
Skills
Problem Solving, C, C++, Requirements Analysis, Risk Management, IT Operations, Operations Management, Databases, Business Analysis, Competitive Analysis, Data Analysis, SQL, Testing, Analysis, Financial Modeling, Team Leadership, Six Sigma, Software Development, ERP, Business Development, Software Project..., Management
Education
WEATHERHEAD SCHOOL OF MANAGEMENTCase Western Reserve University 2011 — 2013
Master, Business Administration, GPA 3.9
Andhra University 2004 — 2008
Bachelor of Technology, Information Technology
vijnana vihara
Cypress Global Services Inc June 2013 - Present
AssetMark 2013 - Present
Thomas Roulston Investment Partners, Inc. June 2012 - August 2012
Infotech Enterprises Ltd August 2008 - July 2011
Skills
Problem Solving, C, C++, Requirements Analysis, Risk Management, IT Operations, Operations Management, Databases, Business Analysis, Competitive Analysis, Data Analysis, SQL, Testing, Analysis, Financial Modeling, Team Leadership, Six Sigma, Software Development, ERP, Business Development, Software Project..., Management
Education
WEATHERHEAD SCHOOL OF MANAGEMENTCase Western Reserve University 2011 — 2013
Master, Business Administration, GPA 3.9
Andhra University 2004 — 2008
Bachelor of Technology, Information Technology
vijnana vihara
Maxwell Wagner's Thomas Roulston Investment Partners, Inc. Experience September 2014 - May 2015
Job General Manager at Titans Gym
Industry Health, Wellness and Fitness
Experience
Titans Gym May 2015 - Present
Thomas Roulston Investment Partners, Inc. September 2014 - May 2015
Cleveland Fitness Revolution February 2014 - November 2014
Leaning Tower YMCA August 2013 - December 2013
Northwestern University Football June 2013 - November 2013
Fit Body Boot Camp January 2012 - April 2013
Westfield Insurance Wellness Center January 2011 - May 2011
Skills
Aerobics, Fitness Instruction, Boot Camp, Cardio, TRX Suspension Training, Plyometrics, Endurance, Group Training, Sports
Education
Baldwin Wallace University 2014 — 2016
Master of Business Administration (MBA), Management
Baldwin-Wallace College 2008 — 2012
Bachelor of Arts (B.A.), Exercise Science
Baldwin-Wallace University
Master of Business Administration (MBA)
Titans Gym May 2015 - Present
Thomas Roulston Investment Partners, Inc. September 2014 - May 2015
Cleveland Fitness Revolution February 2014 - November 2014
Leaning Tower YMCA August 2013 - December 2013
Northwestern University Football June 2013 - November 2013
Fit Body Boot Camp January 2012 - April 2013
Westfield Insurance Wellness Center January 2011 - May 2011
Skills
Aerobics, Fitness Instruction, Boot Camp, Cardio, TRX Suspension Training, Plyometrics, Endurance, Group Training, Sports
Education
Baldwin Wallace University 2014 — 2016
Master of Business Administration (MBA), Management
Baldwin-Wallace College 2008 — 2012
Bachelor of Arts (B.A.), Exercise Science
Baldwin-Wallace University
Master of Business Administration (MBA)
Joseph Swann Joseph Swann's Thomas Roulston Investment Partners, Inc. Experience September 2013 - December 2013
Job Marketing & IMC Graduate.
Industry Marketing and Advertising
Experience
Giant Eagle May 2012 - July 2014
Thomas Roulston Investment Partners, Inc. September 2013 - December 2013
Kettering Medical Center August 2010 - November 2012
Walmart June 2010 - April 2011
Kroger June 2009 - August 2009
Sears Holdings Corporation July 2007 - March 2008
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Retail, Passion for Helping..., Passion for Quality, Friendly Personality, Multi Tasking, Marketing Communications, Data Analysis, Customer Satisfaction, Teamwork, Marketing, Time Management
Education
The University of Akron 2009 — 2014
Bachelor’s Degree, Marketing/Marketing Management, General
Giant Eagle May 2012 - July 2014
Thomas Roulston Investment Partners, Inc. September 2013 - December 2013
Kettering Medical Center August 2010 - November 2012
Walmart June 2010 - April 2011
Kroger June 2009 - August 2009
Sears Holdings Corporation July 2007 - March 2008
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Retail, Passion for Helping..., Passion for Quality, Friendly Personality, Multi Tasking, Marketing Communications, Data Analysis, Customer Satisfaction, Teamwork, Marketing, Time Management
Education
The University of Akron 2009 — 2014
Bachelor’s Degree, Marketing/Marketing Management, General
Ryan Kearns's Thomas Roulston Investment Partners, Inc. Experience January 2009 - March 2009
Job Institutional Equity Sales at Longbow Research
Industry Capital Markets
Experience
Longbow Research 2014 - Present
Citi June 2013 - March 2014
David J. Briggs - Attorney-At-Law September 2010 - December 2011
MetLife June 2009 - August 2009
Thomas Roulston Investment Partners, Inc. January 2009 - March 2009
City of Buffalo Common Council May 2007 - August 2007
Skills
Equities, Equity Research, Institutional Sales, Hedge Funds, Pension Funds, Asset Managment, Nutrition, Personal Development
Education
John Carroll University 2006 — 2011
Bachelor of Science (B.S.), Finance, General
St. Joseph's Collegiate Institute 2002 — 2006
College Prep
Longbow Research 2014 - Present
Citi June 2013 - March 2014
David J. Briggs - Attorney-At-Law September 2010 - December 2011
MetLife June 2009 - August 2009
Thomas Roulston Investment Partners, Inc. January 2009 - March 2009
City of Buffalo Common Council May 2007 - August 2007
Skills
Equities, Equity Research, Institutional Sales, Hedge Funds, Pension Funds, Asset Managment, Nutrition, Personal Development
Education
John Carroll University 2006 — 2011
Bachelor of Science (B.S.), Finance, General
St. Joseph's Collegiate Institute 2002 — 2006
College Prep
George Anderson, MBA's Thomas Roulston Investment Partners, Inc. Experience May 2013 - August 2013
Job Graduate of Baldwin Wallace University
Industry Sports
Experience
Cleveland Clinic May 2014 - Present
Eaton September 2013 - May 2014
Thomas Roulston Investment Partners, Inc. May 2013 - August 2013
Delaware North Company 2012 - 2013
Bleacher Report October 2012 - December 2012
Bleacher Report August 2012 - October 2012
Greater Cleveland Sports Commission June 2012 - June 2012
Zinner & Co. LLP February 2012 - March 2012
Arena Football League May 2011 - August 2011
Fan Huddle 2009 - 2010
Skills
Blogging, Sports, Sports Writing, Social Media, Sports Marketing, Baseball, Facebook, Football, Sports Management, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, Customer Service
Education
Baldwin-Wallace College 2008 — 2013
Bachelor of Arts (BA), Sport and Fitness Administration/Management, 3.8
Baldwin-Wallace College 2008 — 2013
Master of Business Administration (MBA), Accounting
University College Dublin
Cleveland Clinic May 2014 - Present
Eaton September 2013 - May 2014
Thomas Roulston Investment Partners, Inc. May 2013 - August 2013
Delaware North Company 2012 - 2013
Bleacher Report October 2012 - December 2012
Bleacher Report August 2012 - October 2012
Greater Cleveland Sports Commission June 2012 - June 2012
Zinner & Co. LLP February 2012 - March 2012
Arena Football League May 2011 - August 2011
Fan Huddle 2009 - 2010
Skills
Blogging, Sports, Sports Writing, Social Media, Sports Marketing, Baseball, Facebook, Football, Sports Management, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, Customer Service
Education
Baldwin-Wallace College 2008 — 2013
Bachelor of Arts (BA), Sport and Fitness Administration/Management, 3.8
Baldwin-Wallace College 2008 — 2013
Master of Business Administration (MBA), Accounting
University College Dublin
Rahul Sukheja's Thomas Roulston Investment Partners, Inc. Experience March 2012 - May 2012
Job CFA Level 2 Candidate
Industry Financial Services
Experience
Cardinal Health 2013 - 2014
Cardinal Health 2013 - 2014
Cleveland State University January 2013 - September 2013
Stark Enterprises August 2012 - January 2013
Cleveland State University August 2012 - December 2012
Thomas Roulston Investment Partners, Inc. March 2012 - May 2012
CFA Society of Cleveland 2011 - 2012
Cleveland State University August 2010 - December 2011
Student Managed Investment Fund January 2010 - August 2011
Highland Consulting Associates October 2010 - December 2010
Skills
Data Analysis, Microsoft Excel, Financial Analysis, SAS, Statistics, Economics, Access, Valuation, Analysis, VBA, Equity Research Analysis, Financial Reporting, Portfolio Management, Investments, Finance, Financial Modeling
Education
Cleveland State University 2008 — 2011
Master, Business Administration; Finance
Ranidurgavati University 2002 — 2008
Master of Arts, Economics
Ranidurgavati University
Bachelor of Science, Computer Science
Cardinal Health 2013 - 2014
Cardinal Health 2013 - 2014
Cleveland State University January 2013 - September 2013
Stark Enterprises August 2012 - January 2013
Cleveland State University August 2012 - December 2012
Thomas Roulston Investment Partners, Inc. March 2012 - May 2012
CFA Society of Cleveland 2011 - 2012
Cleveland State University August 2010 - December 2011
Student Managed Investment Fund January 2010 - August 2011
Highland Consulting Associates October 2010 - December 2010
Skills
Data Analysis, Microsoft Excel, Financial Analysis, SAS, Statistics, Economics, Access, Valuation, Analysis, VBA, Equity Research Analysis, Financial Reporting, Portfolio Management, Investments, Finance, Financial Modeling
Education
Cleveland State University 2008 — 2011
Master, Business Administration; Finance
Ranidurgavati University 2002 — 2008
Master of Arts, Economics
Ranidurgavati University
Bachelor of Science, Computer Science
Alex Trzeciak's Thomas Roulston Investment Partners, Inc. Experience May 2012 - August 2012
Job Associate Software Engineer at Finch Computing
Industry Computer Software
Experience
Finch Computing September 2015 - Present
General Assembly March 2015 - September 2015
Raymond James Financial Inc. September 2014 - January 2015
Oracle July 2013 - May 2014
Thomas Roulston Investment Partners, Inc. May 2012 - August 2012
Imagine Software May 2011 - August 2011
Skills
Financial Analysis, JavaScript, Ruby on Rails, jQuery, Microsoft Office, PostgreSQL, SQL, HTML5, Tennis, C++, Node.js, DOM, OOP, VBA, CSS, Mathematics, Mutual Funds, Git, AJAX, Valuation, Essbase, Hyperion, Agile Application...
Education
General Assembly 2015 — 2015
Washington University in St. Louis 2012 — 2013
Master of Science in Finance, Corporate Finance/Investments
Baldwin-Wallace College 2008 — 2012
BS, Mathematics and Economics
Avon Lake High School
Finch Computing September 2015 - Present
General Assembly March 2015 - September 2015
Raymond James Financial Inc. September 2014 - January 2015
Oracle July 2013 - May 2014
Thomas Roulston Investment Partners, Inc. May 2012 - August 2012
Imagine Software May 2011 - August 2011
Skills
Financial Analysis, JavaScript, Ruby on Rails, jQuery, Microsoft Office, PostgreSQL, SQL, HTML5, Tennis, C++, Node.js, DOM, OOP, VBA, CSS, Mathematics, Mutual Funds, Git, AJAX, Valuation, Essbase, Hyperion, Agile Application...
Education
General Assembly 2015 — 2015
Washington University in St. Louis 2012 — 2013
Master of Science in Finance, Corporate Finance/Investments
Baldwin-Wallace College 2008 — 2012
BS, Mathematics and Economics
Avon Lake High School
Yican Cui's Thomas Roulston Investment Partners, Inc. Experience September 2011 - Present
Job Student at Case Western Reserve University Weatherhead School of Management
Industry Financial Services
Experience
Thomas Roulston Investment Partners, Inc. September 2011 - Present
Industrial and Commercial Bank of China July 2009 - September 2009
Education
Case Western Reserve University - Weatherhead School of Management 2010 — 2012
Master of Science, Finance
Jinan University 2006 — 2010
BS, Economics
Thomas Roulston Investment Partners, Inc. September 2011 - Present
Industrial and Commercial Bank of China July 2009 - September 2009
Education
Case Western Reserve University - Weatherhead School of Management 2010 — 2012
Master of Science, Finance
Jinan University 2006 — 2010
BS, Economics
Goran Dragutinovic's Thomas Roulston Investment Partners, Inc. Experience September 2009 - February 2010
Job Webmaster | Auditing | Business
Industry Online Media
Experience
Caesars Entertainment Corporation June 2015 - Present
Golden Ape Media LLC April 2012 - Present
Caesars Entertainment Corporation March 2014 - June 2015
Mondo Imports June 2013 - February 2014
Bluefields August 2013 - December 2013
Nationwide Insurance April 2012 - June 2013
Cleveland State University December 2009 - June 2010
Thomas Roulston Investment Partners, Inc. September 2009 - February 2010
Skills
Mathematical Analysis, Financial Analysis, Commercial Insurance, Investments, Brand Development, E-commerce SEO, PPC, Magento, Marketing Strategy, Social Media Marketing, Web Project Management, SEO, Market Research, Online Advertising, Online Marketing, Entrepreneurship, Google Analytics, Google Adwords, WordPress, Email Marketing, Web Hosting, Consulting, Leadership, Internet Strategy, Marketing for Small..., Web Analytics, CMS, Business Development, Opencart, Marketing Communications, Data Analysis, Competitive Analysis, Social Networking
Education
Cleveland State University 2006 — 2010
Bachelors of Business, Finance
Johns Hopkins Bloomberg School of Public Health 2014 — 2015
Specialization Certificate, Data Science
Caesars Entertainment Corporation June 2015 - Present
Golden Ape Media LLC April 2012 - Present
Caesars Entertainment Corporation March 2014 - June 2015
Mondo Imports June 2013 - February 2014
Bluefields August 2013 - December 2013
Nationwide Insurance April 2012 - June 2013
Cleveland State University December 2009 - June 2010
Thomas Roulston Investment Partners, Inc. September 2009 - February 2010
Skills
Mathematical Analysis, Financial Analysis, Commercial Insurance, Investments, Brand Development, E-commerce SEO, PPC, Magento, Marketing Strategy, Social Media Marketing, Web Project Management, SEO, Market Research, Online Advertising, Online Marketing, Entrepreneurship, Google Analytics, Google Adwords, WordPress, Email Marketing, Web Hosting, Consulting, Leadership, Internet Strategy, Marketing for Small..., Web Analytics, CMS, Business Development, Opencart, Marketing Communications, Data Analysis, Competitive Analysis, Social Networking
Education
Cleveland State University 2006 — 2010
Bachelors of Business, Finance
Johns Hopkins Bloomberg School of Public Health 2014 — 2015
Specialization Certificate, Data Science
Carrie(Mengying) Xu's Thomas Roulston Investment Partners, Inc. Experience September 2013 - November 2013
Job Master of Science in ManagementFinance at Case Western Reserve University
Industry Financial Services
Experience
Cleveland Clinic May 2015 - Present
Davis & Company, CPAs February 2015 - May 2015
Thomas Roulston Investment Partners, Inc. September 2013 - November 2013
Victory Capital Management June 2013 - August 2013
Skills
Access, Financial Modeling, Microsoft Excel, Accounting, Teamwork, Regression Analysis, Eviews, SAS programming, Corporate Finance, Tax Preparation, QuickBooks
Education
Case Western Reserve University 2012 — 2014
Master in Science, Finance, General, 3.86/4.0
The University of New Mexico 2011 — 2012
Exchange Student, Finance, General, 4.12/4.0
Sichuan University 2008 — 2012
Bachelor's degree, International Economics, 3.8/4.0
Cleveland Clinic May 2015 - Present
Davis & Company, CPAs February 2015 - May 2015
Thomas Roulston Investment Partners, Inc. September 2013 - November 2013
Victory Capital Management June 2013 - August 2013
Skills
Access, Financial Modeling, Microsoft Excel, Accounting, Teamwork, Regression Analysis, Eviews, SAS programming, Corporate Finance, Tax Preparation, QuickBooks
Education
Case Western Reserve University 2012 — 2014
Master in Science, Finance, General, 3.86/4.0
The University of New Mexico 2011 — 2012
Exchange Student, Finance, General, 4.12/4.0
Sichuan University 2008 — 2012
Bachelor's degree, International Economics, 3.8/4.0
Joshua Raitano's Thomas Roulston Investment Partners, Inc. Experience June 2013 - August 2013
Job Server at World of Beer
Industry Financial Services
Experience
World of Beer April 2015 - Present
Pick Staiger Concert Hall May 2014 - March 2015
Northwestern University January 2014 - August 2014
Thomas Roulston Investment Partners, Inc. June 2013 - August 2013
Medina County Auditor's Office June 2012 - August 2012
Rustic Hills Country Club May 2010 - August 2011
Skills
Customer Service, Microsoft Word, Microsoft Excel, Research, Teamwork, Social Media, Event Planning, Editing, PowerPoint, Microsoft Office, Public Speaking, Photoshop, English, Writing, Data Analysis, Fundraising
Education
Northwestern University 2011 — 2015
Bachelor's degree, Economics and History
World of Beer April 2015 - Present
Pick Staiger Concert Hall May 2014 - March 2015
Northwestern University January 2014 - August 2014
Thomas Roulston Investment Partners, Inc. June 2013 - August 2013
Medina County Auditor's Office June 2012 - August 2012
Rustic Hills Country Club May 2010 - August 2011
Skills
Customer Service, Microsoft Word, Microsoft Excel, Research, Teamwork, Social Media, Event Planning, Editing, PowerPoint, Microsoft Office, Public Speaking, Photoshop, English, Writing, Data Analysis, Fundraising
Education
Northwestern University 2011 — 2015
Bachelor's degree, Economics and History
Tim Bergant's Thomas Roulston Investment Partners, Inc. Experience May 2010 - August 2010
Job Audit Senior Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP August 2014 - Present
Grant Thornton LLP October 2012 - August 2014
McGladrey January 2011 - April 2011
Thomas Roulston Investment Partners, Inc. May 2010 - August 2010
Education
University of Dayton 2011 — 2012
Master of Business Administration (M.B.A.)
University of Dayton 2007 — 2011
Accounting and Finance
Grant Thornton LLP August 2014 - Present
Grant Thornton LLP October 2012 - August 2014
McGladrey January 2011 - April 2011
Thomas Roulston Investment Partners, Inc. May 2010 - August 2010
Education
University of Dayton 2011 — 2012
Master of Business Administration (M.B.A.)
University of Dayton 2007 — 2011
Accounting and Finance
Patrick Spayde's Thomas Roulston Investment Partners, Inc. Experience May 2011 - August 2011
Job Retail Professional
Industry Retail
Experience
Menards 2011 - Present
Thomas Roulston Investment Partners, Inc. May 2011 - August 2011
Education
Tiffin University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Willard High School
Menards 2011 - Present
Thomas Roulston Investment Partners, Inc. May 2011 - August 2011
Education
Tiffin University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Willard High School