Umass Finance Society
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11 Umass Finance Society employees in database. Find out everything there's to know about Umass Finance Society employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Umass Finance Society Employees
Oportun July 2015 - August 2015
Institutional Venture Partners (IVP) July 2014 - June 2015
NextGen Partners January 2014 - June 2015
Institutional Venture Partners (IVP) August 2012 - July 2014
Piper Jaffray July 2010 - June 2012
Minutemen Equity Fund September 2009 - May 2010
UMass Finance Society February 2007 - May 2010
Piper Jaffray June 2009 - August 2009
Odyssey Financial Management June 2008 - July 2008
Skills
Valuation, Financial Modeling, Investments, Equity Research
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Isenberg School of Management, UMass Amherst 2006 — 2010
BBA, Finance, Japanese
FactSet September 2015 - Present
Babson Capital Management September 2014 - December 2014
UMass Finance Society November 2013 - December 2014
Liberty Mutual Insurance June 2014 - August 2014
State Street January 2013 - February 2014
UMass Finance Society September 2013 - November 2013
Schermerhorn's Seafood June 2007 - August 2013
Governor's Western Massachusetts Office June 2012 - August 2012
Governor's Western Massachusetts Office June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, HTML, Entrepreneurship, Bloomberg Terminal, Fundraising, Mentoring, Employee Training, Sales, Leadership, Corporate Finance, Public Speaking, Time Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration, Finance, General
Smith Academy High School 2007 — 2011
High School Degree
UMass Finance Society December 2014 - Present
Minutemen Equity Fund December 2013 - Present
Wellington Management May 2015 - August 2015
Credit Suisse April 2015 - April 2015
Women in Business September 2014 - January 2015
Cinch Financial May 2014 - August 2014
Goldman Sachs April 2014 - April 2014
The Cheesecake Factory February 2013 - August 2013
Barrie Bruce Golf Schools October 2010 - June 2013
Bedford Education Foundation September 2009 - May 2013
Skills
Leadership, Research, Data Analysis, Microsoft Excel, Critical Thinking, Report Writing, Economic Research, Public Speaking, Social Media, Teamwork, Spanish
Education
Isenberg School of Management, UMass Amherst 2013 — 2017
Bachelor of Business Administration (BBA), Finance, GPA: 4.0
Bedford High School 2009 — 2013
Egon Zehnder January 2015 - Present
Egon Zehnder June 2014 - December 2014
Egon Zehnder January 2012 - June 2014
Towers Watson April 2010 - January 2012
DolmatConnell & Partners January 2010 - April 2010
UMass Finance Society September 2005 - May 2009
Huron Consulting Group June 2008 - August 2008
BNY Mellon June 2007 - August 2007
Skills
Forecasting, Budget Analysis, Vendor Management, Financial Analysis, Financial Modeling, Vendor Relations, RFP, Cost Reduction..., Healthcare, Employee Benefits, Benefits Design, Group Benefits, Pivot Tables, Vlookup, Market Analysis, Acquisition Integration, Mergers
Education
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
Bachelor, Business Administration; Finance
Dale Carnegie 2007 — 2008
Certificate of Completion, Leadership
Westwood High School 2001 — 2005
J.P. Morgan August 2015 - Present
Minutemen Equity Fund January 2012 - May 2015
UMass Finance Society November 2013 - December 2014
UMass Investment Club January 2014 - September 2014
J.P. Morgan May 2014 - August 2014
Pratt & Whitney May 2013 - August 2013
State Street September 2012 - August 2013
Ellen's Heart and Soul, Inc May 2011 - May 2013
Savage Lacrosse May 2010 - May 2013
Duxbury Bay Maritime School April 2010 - May 2012
Skills
Microsoft Office, Equity Research, Databases, Data Analysis, Boating, Analysis, Microsoft Excel, Financial Analysis, Finance, Time Management, Project Planning, Economics, Excel, Bloomberg, Non-profits, Budgeting, Planning, CPR/AED/First Aid..., USCG Certified Captain, Access
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Duxbury High School 2008 — 2011
Isenberg Undergraduate Consulting Group February 2015 - Present
UMass Finance Society January 2015 - Present
University of Massachusetts Amherst August 2014 - Present
Transatlantic Reinsurance Company June 2015 - August 2015
Winthrop Youth Hockey Association December 2007 - March 2015
Sennott Roofing June 2010 - August 2014
Skills
Leadership, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Social Media, Customer Service, Editing, Project Management, Customer Satisfaction, Spanish, Photography, Social Networking, Nonprofits, Social Media Marketing, Event Planning, Facebook
Education
University of Massachusetts at Amherst - Isenberg School of Management 2013 — 2017
Bachelor of Business Administration (BBA) and Bachelor of the Arts (BA), Accounting and Spanish, Cumulative GPA: 3.893
Boston College High School 2009 — 2013
High School, Cumulative GPA: 4.003
Minutemen Equity Fund September 2012 - May 2015
Jefferies LLC May 2014 - August 2014
UMass Finance Society May 2013 - December 2013
Boston Financial Management, Inc. May 2013 - August 2013
State Street January 2013 - May 2013
Net Change April 2012 - September 2012
Skills
Business Development, Strategic Planning, Analysis, Public Speaking, Marketing, Leadership, Marketing Strategy, Entrepreneurship, Equity Research
Education
Fordham University School of Law 2015 — 2018
Doctor of Law (J.D.)
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance
J.P. Morgan Asset Management July 2015 - Present
Minutemen Equity Fund September 2014 - May 2015
JPMorgan Chase June 2014 - August 2014
Minutemen Equity Fund December 2011 - August 2014
UMass Finance Society January 2013 - December 2013
State Street September 2012 - December 2013
Liberty Mutual Insurance June 2013 - August 2013
Isenberg Networking Club January 2012 - December 2012
Skills
Microsoft Excel, PowerPoint, Leadership, Microsoft Office, Finance, Bloomberg, Investments, Investment Advisory, Professional Networking, Equities, Analysis, Macromedia Dreamweaver, Entrepreneurial Skills, Investment Strategies, Economics, Financial Modeling, Business Networking
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration, Finance and Economics
John Cabot University 2014 — 2014
Finance and Economics
East Bridgewater High School 2007 — 2011
High School Diploma, General Education
Piper Jaffray June 2015 - Present
Isenberg School of Management, UMass Amherst January 2015 - May 2015
Minutemen Fixed Income Fund December 2014 - May 2015
Isenberg School of Management, UMass Amherst September 2014 - May 2015
Isenberg School of Management, UMass Amherst August 2013 - May 2015
Minutemen Fixed Income Fund December 2013 - December 2014
UMass Finance Society November 2013 - December 2014
University of Massachusetts Amherst August 2012 - December 2014
Piper Jaffray May 2014 - August 2014
Liberty Mutual Insurance June 2013 - August 2013
Skills
Finance, Leadership, Microsoft Excel, Data Analysis, Social Media, Motivation, Teamwork, Financial Modeling, Research, Microsoft Office, PowerPoint, Microsoft Word, Access, Time Management, Public Speaking, Management, Minitab, Customer Service, Public Relations, Accounting, Excel Marco (VBA), Essbase, Commercial Insurance, Event Planning, Process Improvement, Trade Operations, Crisis Management, Bloomberg
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (B.B.A.)- Isenberg School of Management, Finance
Boston Latin School 2005 — 2011
MorphoTrust ™ USA September 2012 - Present
Merrill Lynch January 2012 - May 2012
Converse June 2011 - August 2011
Converse June 2010 - August 2010
Principle Profits Asset Management October 2009 - May 2010
Umass Finance Society January 2009 - December 2009
Minutemen Equity Fund January 2009 - December 2009
Skills
Investments, Corporate Finance, Financial Modeling, Financial Analysis, Bloomberg Terminal, Microsoft Excel, Equity Research, Equity Trading
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2012
B.B.A, Investments, Corporate Finance
University of Massachusetts, Amherst 2007 — 2012
B.A., Economics