University at Albany School of Business Investment Group
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University at Albany School of Business Investment Group Employees
Employee
Years
Job
Industry
Michael Biagi Michael Biagi's University at Albany School of Business Investment Group Experience October 2010 - May 2013
Job Senior Analyst at Compensation Advisory Partners
Industry Management Consulting
Experience
Compensation Advisory Partners July 2013 - Present
Chord Advisors, LLC November 2012 - June 2013
University at Albany School of Business Investment Group October 2010 - May 2013
University at Albany August 2012 - December 2012
Pink Stone Capital Group June 2012 - August 2012
The Ayco Company, L.P., Goldman Sachs & Co. January 2012 - May 2012
Skills
Financial Modeling, Real Estate Underwriting, Investments, Equity Research, Valuation, Bloomberg, Financial Analysis, QuickBooks, Bookkeeping, Big-picture Thinking, Capital Markets, Commercial Real Estate, Corporate Finance, Equities, Portfolio Management, Real Estate Development, Project Finance, Underwriting, Accounting
Education
State University of New York at Albany 2009 — 2013
B.S, Financial Analyst Honors Program
Eastchester high school
Compensation Advisory Partners July 2013 - Present
Chord Advisors, LLC November 2012 - June 2013
University at Albany School of Business Investment Group October 2010 - May 2013
University at Albany August 2012 - December 2012
Pink Stone Capital Group June 2012 - August 2012
The Ayco Company, L.P., Goldman Sachs & Co. January 2012 - May 2012
Skills
Financial Modeling, Real Estate Underwriting, Investments, Equity Research, Valuation, Bloomberg, Financial Analysis, QuickBooks, Bookkeeping, Big-picture Thinking, Capital Markets, Commercial Real Estate, Corporate Finance, Equities, Portfolio Management, Real Estate Development, Project Finance, Underwriting, Accounting
Education
State University of New York at Albany 2009 — 2013
B.S, Financial Analyst Honors Program
Eastchester high school
Christoffer Nisser Christoffer Nisser's University at Albany School of Business Investment Group Experience September 2012 - May 2013
Job Junior Research Analyst på R.W. Pressprich & Co.
Industry Financial Services
Experience
R.W. Pressprich & Co. January 2015 - Present
NCAA Division I Men’s Soccer, University at Albany August 2010 - May 2014
Revisionsbyrån Björn Carlsson May 2013 - July 2013
University at Albany School of Business Investment Group September 2012 - May 2013
Financial Analyst Career Development Program, University at Albany October 2012 - November 2012
Plantagen May 2012 - July 2012
Barnskospecialisten July 2009 - June 2010
Skills
Data Analysis, Financial Analysis, Microsoft Excel, PowerPoint, Analysis, Microsoft Office, Financial Modeling, Research, Microsoft Word, Statistics, Economics, Finance, Accounting, Public Speaking, Leadership, Corporate Finance, Customer Service, Time Management
Education
State University of New York at Albany 2010 — 2014
University at Albany, State University of New York 2010 — 2014
Bachelor of Science, Business Administration and Accounting
R.W. Pressprich & Co. January 2015 - Present
NCAA Division I Men’s Soccer, University at Albany August 2010 - May 2014
Revisionsbyrån Björn Carlsson May 2013 - July 2013
University at Albany School of Business Investment Group September 2012 - May 2013
Financial Analyst Career Development Program, University at Albany October 2012 - November 2012
Plantagen May 2012 - July 2012
Barnskospecialisten July 2009 - June 2010
Skills
Data Analysis, Financial Analysis, Microsoft Excel, PowerPoint, Analysis, Microsoft Office, Financial Modeling, Research, Microsoft Word, Statistics, Economics, Finance, Accounting, Public Speaking, Leadership, Corporate Finance, Customer Service, Time Management
Education
State University of New York at Albany 2010 — 2014
University at Albany, State University of New York 2010 — 2014
Bachelor of Science, Business Administration and Accounting
Kristen Pfaffe Kristen Pfaffe's University at Albany School of Business Investment Group Experience September 2012 - December 2014
Job Investment Banking Public Finance Analyst at Citigroup
Industry Investment Banking
Experience
Citi May 2015 - Present
University at Albany School of Business Investment Group September 2012 - December 2014
Deans Leadership Council April 2013 - September 2014
SLS Capital June 2014 - August 2014
General Electric (GE) October 2013 - March 2014
New York State June 2010 - September 2013
Hint Inc. April 2012 - August 2013
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Equities, Financial Analysis, Bloomberg Terminal, Teamwork, Customer Service, Financial Modeling, Investments, Economics, Finance, Accounting, Corporate Finance, Data Analysis, Analysis, Public Speaking, Time Management, Research, Leadership, Valuation
Education
State University of New York at Albany 2012 — 2015
Bachelor of Science Degree, Business Administration; Financial Analyst Honors Program and Accounting, 3.9
Suffolk Community College 2011 — 2012
West Islip High School 2007 — 2011
Honors Diploma, General
Citi May 2015 - Present
University at Albany School of Business Investment Group September 2012 - December 2014
Deans Leadership Council April 2013 - September 2014
SLS Capital June 2014 - August 2014
General Electric (GE) October 2013 - March 2014
New York State June 2010 - September 2013
Hint Inc. April 2012 - August 2013
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Equities, Financial Analysis, Bloomberg Terminal, Teamwork, Customer Service, Financial Modeling, Investments, Economics, Finance, Accounting, Corporate Finance, Data Analysis, Analysis, Public Speaking, Time Management, Research, Leadership, Valuation
Education
State University of New York at Albany 2012 — 2015
Bachelor of Science Degree, Business Administration; Financial Analyst Honors Program and Accounting, 3.9
Suffolk Community College 2011 — 2012
West Islip High School 2007 — 2011
Honors Diploma, General
Shawn Laljit Shawn Laljit's University at Albany School of Business Investment Group Experience September 2011 - December 2013
Job Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2014 - Present
Premier Store Fixtures, Inc January 2014 - June 2014
University at Albany School of Business Investment Group September 2011 - December 2013
J.P. Morgan June 2013 - August 2013
CL King & Associates May 2012 - January 2013
University at Albany August 2012 - December 2012
The Ayco Company, L.P., Goldman Sachs & Co. January 2012 - May 2012
University at Albany Office of Support Services September 2011 - May 2012
Skills
Financial Modeling, Microsoft Excel, Financial Statement...
Education
State University of New York at Albany 2009 — 2013
B.S. Business Administration, Accounting, Economics
Sachem High School North 2007 — 2009
Advanced Regents Diploma
Sewanhaka High School 2003 — 2007
J.P. Morgan June 2014 - Present
Premier Store Fixtures, Inc January 2014 - June 2014
University at Albany School of Business Investment Group September 2011 - December 2013
J.P. Morgan June 2013 - August 2013
CL King & Associates May 2012 - January 2013
University at Albany August 2012 - December 2012
The Ayco Company, L.P., Goldman Sachs & Co. January 2012 - May 2012
University at Albany Office of Support Services September 2011 - May 2012
Skills
Financial Modeling, Microsoft Excel, Financial Statement...
Education
State University of New York at Albany 2009 — 2013
B.S. Business Administration, Accounting, Economics
Sachem High School North 2007 — 2009
Advanced Regents Diploma
Sewanhaka High School 2003 — 2007
Logan Lyke Logan Lyke's University at Albany School of Business Investment Group Experience September 2012 - December 2013
Job Market Analyst at Travelers
Industry Insurance
Experience
Travelers June 2015 - Present
Travelers June 2014 - June 2015
NCAA September 2013 - December 2013
University at Albany School of Business Investment Group September 2012 - December 2013
Travelers June 2013 - August 2013
Mohonk Mountain House June 2012 - September 2012
Boy Scouts of America June 2009 - August 2011
Skills
Microsoft Office, Microsoft Excel, Strength Training, First Responder, PowerPoint, Teamwork, Swimming, Nonprofits, Public Speaking, Leadership, Critical Thinking, Athletics, Event Planning, Social Media, Personal Training, Sports, Social Networking, Program Development, Exercise Physiology, Customer Service, Fitness, AED, Teaching, Cpr Certified, Youth Development, Aquatics, Weight Training, Community Outreach, Volunteer Management, Fitness Training, Facebook, Lifeguarding, Time Management, Childcare, First Aid, Fundraising, Microsoft Word, Volunteering, Swim Instruction, Research, Data Analysis, Statistical Data..., Investments, Financial Analysis, Actuarial Science, Economics, Presentation Skills, Risk Analysis, Risk Management, Market Risk
Education
State University of New York at Albany 2009 — 2013
Bachelor of Science (BS), Actuarial and Mathematical Sciences, Magna Cum Laude
Carmel High School 2005 — 2009
Travelers June 2015 - Present
Travelers June 2014 - June 2015
NCAA September 2013 - December 2013
University at Albany School of Business Investment Group September 2012 - December 2013
Travelers June 2013 - August 2013
Mohonk Mountain House June 2012 - September 2012
Boy Scouts of America June 2009 - August 2011
Skills
Microsoft Office, Microsoft Excel, Strength Training, First Responder, PowerPoint, Teamwork, Swimming, Nonprofits, Public Speaking, Leadership, Critical Thinking, Athletics, Event Planning, Social Media, Personal Training, Sports, Social Networking, Program Development, Exercise Physiology, Customer Service, Fitness, AED, Teaching, Cpr Certified, Youth Development, Aquatics, Weight Training, Community Outreach, Volunteer Management, Fitness Training, Facebook, Lifeguarding, Time Management, Childcare, First Aid, Fundraising, Microsoft Word, Volunteering, Swim Instruction, Research, Data Analysis, Statistical Data..., Investments, Financial Analysis, Actuarial Science, Economics, Presentation Skills, Risk Analysis, Risk Management, Market Risk
Education
State University of New York at Albany 2009 — 2013
Bachelor of Science (BS), Actuarial and Mathematical Sciences, Magna Cum Laude
Carmel High School 2005 — 2009
Ryan DeVoe Ryan DeVoe's University at Albany School of Business Investment Group Experience September 2012 - May 2014
Job Management Consulting Analyst at Accenture
Industry Management Consulting
Experience
Accenture June 2015 - Present
Accenture June 2014 - June 2015
University at Albany School of Business Investment Group September 2012 - May 2014
University at Albany, Department of Residential Life August 2012 - May 2014
KPMG International Case Competition October 2013 - January 2014
GLOBALFOUNDRIES May 2013 - August 2013
National Grid May 2012 - August 2012
University at Albany, Department of Residential Life February 2012 - May 2012
University at Albany, Department of Residential Life August 2011 - February 2012
Mid-Lakes Navigation May 2007 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Oracle Financial, PeopleSoft Financial, Business Objects, Leadership, Accounting, Financial Analysis, Analysis, Data Analysis, Outlook, Access, Customer Service, Conflict Resolution, Training, Account Reconciliation, Finance, Career Development, Budgets, Teamwork, Microsoft Office, PeopleSoft, Financial Modeling, Social Media, Business Analysis, Strategic Planning, Management Consulting, Strategy, Business Process..., Financial Accounting, Public Speaking
Education
University at Albany 2010 — 2014
Bachelor of Science (B.S.), Accounting, Business Administration: Financial Analyst Honors Program, 3.91
Skaneateles High School 2006 — 2010
Accenture June 2015 - Present
Accenture June 2014 - June 2015
University at Albany School of Business Investment Group September 2012 - May 2014
University at Albany, Department of Residential Life August 2012 - May 2014
KPMG International Case Competition October 2013 - January 2014
GLOBALFOUNDRIES May 2013 - August 2013
National Grid May 2012 - August 2012
University at Albany, Department of Residential Life February 2012 - May 2012
University at Albany, Department of Residential Life August 2011 - February 2012
Mid-Lakes Navigation May 2007 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Oracle Financial, PeopleSoft Financial, Business Objects, Leadership, Accounting, Financial Analysis, Analysis, Data Analysis, Outlook, Access, Customer Service, Conflict Resolution, Training, Account Reconciliation, Finance, Career Development, Budgets, Teamwork, Microsoft Office, PeopleSoft, Financial Modeling, Social Media, Business Analysis, Strategic Planning, Management Consulting, Strategy, Business Process..., Financial Accounting, Public Speaking
Education
University at Albany 2010 — 2014
Bachelor of Science (B.S.), Accounting, Business Administration: Financial Analyst Honors Program, 3.91
Skaneateles High School 2006 — 2010
Roopa Bhopale's University at Albany School of Business Investment Group Experience October 2009 - May 2010
Job Designer // Photographer
Industry Design
Experience
SCG Creative March 2014 - Present
Freelance December 2012 - Present
Bay Linens November 2011 - December 2012
Clam Lab August 2011 - November 2011
Ariela-Alpha International September 2010 - June 2011
Young Entrepreneurs Academy March 2011 - April 2011
New York State Teachers Retirement System January 2010 - May 2010
University at Albany School of Business Investment Group October 2009 - May 2010
University at Albany October 2008 - May 2010
FXCM June 2009 - August 2009
Skills
Adobe Creative Suite, Graphic Design, Illustration, Marketing, InDesign, Logo Design, Illustrator, Research, Branding & Identity, HTML, Photoshop, Photography, Web Design, Social Media, Social Media Marketing
Education
School of Visual Arts 2011 — 2012
Continuing Education, Graphic Design
Pratt Institute 2010 — 2010
Continuing Education, Computer Graphics
State University of New York at Albany 2006 — 2010
Bachelor of Science and Bachelor of Arts, Business Administration; Finance/Management, Psychology
Oswego High School
Oswego High School
SCG Creative March 2014 - Present
Freelance December 2012 - Present
Bay Linens November 2011 - December 2012
Clam Lab August 2011 - November 2011
Ariela-Alpha International September 2010 - June 2011
Young Entrepreneurs Academy March 2011 - April 2011
New York State Teachers Retirement System January 2010 - May 2010
University at Albany School of Business Investment Group October 2009 - May 2010
University at Albany October 2008 - May 2010
FXCM June 2009 - August 2009
Skills
Adobe Creative Suite, Graphic Design, Illustration, Marketing, InDesign, Logo Design, Illustrator, Research, Branding & Identity, HTML, Photoshop, Photography, Web Design, Social Media, Social Media Marketing
Education
School of Visual Arts 2011 — 2012
Continuing Education, Graphic Design
Pratt Institute 2010 — 2010
Continuing Education, Computer Graphics
State University of New York at Albany 2006 — 2010
Bachelor of Science and Bachelor of Arts, Business Administration; Finance/Management, Psychology
Oswego High School
Oswego High School
Michael Lorka Michael Lorka's University at Albany School of Business Investment Group Experience October 2014 - Present
Job Business Development Intern at Robitaille Real Estate
Industry Financial Services
Experience
University At Albany School of Business Investment Group October 2014 - Present
Robitaille Relocation and Real Estate June 2015 - August 2015
Delta Sonic June 2012 - June 2015
Great Erie Federal Credit Union July 2013 - August 2013
New York DECA July 2012 - July 2013
Education
State University of New York at Albany 2013 — 2017
Bachelor's Degree, Business Administration and Accounting with Concentration in Financial Analysis Honors Program, 3.97
East Aurora High School 2009 — 2013
Advanced Regents Diploma with Honors
OpenDoor 2014 — 2014
The Wall Street Virtual Academy, sponsored by Bank of America Merrill Lynch, Finance
University At Albany School of Business Investment Group October 2014 - Present
Robitaille Relocation and Real Estate June 2015 - August 2015
Delta Sonic June 2012 - June 2015
Great Erie Federal Credit Union July 2013 - August 2013
New York DECA July 2012 - July 2013
Education
State University of New York at Albany 2013 — 2017
Bachelor's Degree, Business Administration and Accounting with Concentration in Financial Analysis Honors Program, 3.97
East Aurora High School 2009 — 2013
Advanced Regents Diploma with Honors
OpenDoor 2014 — 2014
The Wall Street Virtual Academy, sponsored by Bank of America Merrill Lynch, Finance
Evan Coffey Evan Coffey's University at Albany School of Business Investment Group Experience November 2013 - Present
Job Trading Desk Junior Analyst at R.W. Pressprich & Co.
Industry Financial Services
Experience
R.W. Pressprich & Co. June 2015 - Present
University at Albany School of Business Investment Group November 2013 - Present
Adirondack Funds August 2014 - May 2015
Assured Guaranty June 2014 - August 2014
Skills
Financial Analysis, Financial Modeling, Valuation, Securities Regulation, Capital Markets, Data Analysis, Matlab, Corporate Finance, VBA, Economics, Fixed Income, Analysis, Risk Management, Microsoft Excel, Derivatives, Bloomberg, GAAP, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Teamwork, Finance, Time Management, Research, Investments
Education
State University of New York at Albany 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Financial Analysis Honors Program
St. Peters Boys High School 2008 — 2011
R.W. Pressprich & Co. June 2015 - Present
University at Albany School of Business Investment Group November 2013 - Present
Adirondack Funds August 2014 - May 2015
Assured Guaranty June 2014 - August 2014
Skills
Financial Analysis, Financial Modeling, Valuation, Securities Regulation, Capital Markets, Data Analysis, Matlab, Corporate Finance, VBA, Economics, Fixed Income, Analysis, Risk Management, Microsoft Excel, Derivatives, Bloomberg, GAAP, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Teamwork, Finance, Time Management, Research, Investments
Education
State University of New York at Albany 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Financial Analysis Honors Program
St. Peters Boys High School 2008 — 2011
Dan Hurley Dan Hurley's University at Albany School of Business Investment Group Experience October 2010 - May 2012
Job Trader at Apex Capital Holdings, LLC
Industry Financial Services
Experience
Apex Capital Holdings, LLC June 2012 - Present
University at Albany School of Business Investment Group October 2010 - May 2012
Eaton Vance May 2011 - August 2011
The Ayco Company, L.P. May 2010 - May 2011
Education
State University of New York at Albany 2008 — 2012
B.S. Business Administration + B.S. Economics, Financial Analysis Honors, 3.82
Apex Capital Holdings, LLC June 2012 - Present
University at Albany School of Business Investment Group October 2010 - May 2012
Eaton Vance May 2011 - August 2011
The Ayco Company, L.P. May 2010 - May 2011
Education
State University of New York at Albany 2008 — 2012
B.S. Business Administration + B.S. Economics, Financial Analysis Honors, 3.82
Matthew Nizza Matthew Nizza's University at Albany School of Business Investment Group Experience September 2012 - May 2013
Job EY FSO
Industry Accounting
Experience
Saint Francis Hospital and Health Center September 2013 - March 2014
University at Albany School of Business Investment Group September 2012 - May 2013
Merrill Lynch Private Banking & Investment Group May 2012 - August 2012
Skills
Bloomberg Certified, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Teamwork, English, Bloomberg
Education
City University of New York-Baruch College 2014 — 2015
Master of Science (M.S.), Accounting, 3.70
State University of New York at Albany 2009 — 2013
Bachelor of Arts (B.A.), Summa Cum Laude, Economics, 3.92
Saint Francis Hospital and Health Center September 2013 - March 2014
University at Albany School of Business Investment Group September 2012 - May 2013
Merrill Lynch Private Banking & Investment Group May 2012 - August 2012
Skills
Bloomberg Certified, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Teamwork, English, Bloomberg
Education
City University of New York-Baruch College 2014 — 2015
Master of Science (M.S.), Accounting, 3.70
State University of New York at Albany 2009 — 2013
Bachelor of Arts (B.A.), Summa Cum Laude, Economics, 3.92
Karl Bauer Karl Bauer's University at Albany School of Business Investment Group Experience September 2012 - May 2014
Job Research Associate at Shenkman Capital Management
Industry Financial Services
Experience
Shenkman Capital Management January 2015 - Present
Sumitomo Mitsui Banking Corporation July 2014 - December 2014
University at Albany School of Business Investment Group September 2012 - May 2014
KPMG October 2013 - January 2014
Bank of America June 2013 - August 2013
Duff & Phelps February 2013 - March 2013
The Ayco Company, L.P. October 2012 - February 2013
The Ayco Company, L.P. January 2012 - October 2012
Swarovski October 2011 - August 2012
Pictometry International Corp. June 2011 - August 2011
Skills
Financial Modeling, Investments, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Economics, Portfolio Management, Accounting, Public Speaking, Word, Excel, Access, Technical Analysis, Fundamental Research, Bloomberg, Hedge Funds, Energy Industry, FX trading, Fixed Income Analysis, Trading, Financial Analysis, Research
Education
State University of New York at Albany 2010 — 2014
Bachelor of Science (BS), Financial Analysis Honors Program & Accounting, 3.5
Shenkman Capital Management January 2015 - Present
Sumitomo Mitsui Banking Corporation July 2014 - December 2014
University at Albany School of Business Investment Group September 2012 - May 2014
KPMG October 2013 - January 2014
Bank of America June 2013 - August 2013
Duff & Phelps February 2013 - March 2013
The Ayco Company, L.P. October 2012 - February 2013
The Ayco Company, L.P. January 2012 - October 2012
Swarovski October 2011 - August 2012
Pictometry International Corp. June 2011 - August 2011
Skills
Financial Modeling, Investments, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Economics, Portfolio Management, Accounting, Public Speaking, Word, Excel, Access, Technical Analysis, Fundamental Research, Bloomberg, Hedge Funds, Energy Industry, FX trading, Fixed Income Analysis, Trading, Financial Analysis, Research
Education
State University of New York at Albany 2010 — 2014
Bachelor of Science (BS), Financial Analysis Honors Program & Accounting, 3.5
Say Sanchez's University at Albany School of Business Investment Group Experience September 2014 - Present
Job Investment Banking Summer Analyst at RBC
Industry Financial Services
Experience
RBC Capital Markets June 2015 - Present
University at Albany School of Business Investment Group September 2014 - Present
Delta Sigma Pi, Professional Business Fraternity May 2014 - Present
E-Z Tax Services of New York Inc December 2013 - Present
Norman Thomas HS October 2010 - July 2014
Skills
Leadership, Social Media, Public Speaking, Training, Policy, Accounting, Data Analysis, Microsoft Excel, Research, PowerPoint, Microsoft Office, Time Management, Microsoft Word, Program Management, Access, Customer Service, Management, Teamwork
Education
State University of New York at Albany 2012 — 2016
Bachelor of Science, Financial Analyst Honors Program & Financial Market Regulation
RBC Capital Markets June 2015 - Present
University at Albany School of Business Investment Group September 2014 - Present
Delta Sigma Pi, Professional Business Fraternity May 2014 - Present
E-Z Tax Services of New York Inc December 2013 - Present
Norman Thomas HS October 2010 - July 2014
Skills
Leadership, Social Media, Public Speaking, Training, Policy, Accounting, Data Analysis, Microsoft Excel, Research, PowerPoint, Microsoft Office, Time Management, Microsoft Word, Program Management, Access, Customer Service, Management, Teamwork
Education
State University of New York at Albany 2012 — 2016
Bachelor of Science, Financial Analyst Honors Program & Financial Market Regulation
Etton Soriano Etton Soriano's University at Albany School of Business Investment Group Experience September 2012 - May 2014
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2014 - Present
University at Albany School of Business Investment Group September 2012 - May 2014
CL King & Associates January 2013 - December 2013
The Falk Group June 2010 - August 2010
Skills
Equity Research, Financial Analysis, Capital Markets, Bloomberg Terminal, Microsoft Excel, Equities, Microsoft Office, Microsoft Word, PowerPoint, Investments, Financial Modeling, Valuation, Corporate Finance, Data Analysis, Public Speaking
Education
State University of New York at Albany 2010 — 2014
Bachelor of Science (BS) in Finance Honors; Bachelor of Science (BS) in Economics
Goldman Sachs July 2014 - Present
University at Albany School of Business Investment Group September 2012 - May 2014
CL King & Associates January 2013 - December 2013
The Falk Group June 2010 - August 2010
Skills
Equity Research, Financial Analysis, Capital Markets, Bloomberg Terminal, Microsoft Excel, Equities, Microsoft Office, Microsoft Word, PowerPoint, Investments, Financial Modeling, Valuation, Corporate Finance, Data Analysis, Public Speaking
Education
State University of New York at Albany 2010 — 2014
Bachelor of Science (BS) in Finance Honors; Bachelor of Science (BS) in Economics
Nick DeSimone's University at Albany School of Business Investment Group Experience September 2012 - Present
Job Summer analyst at Citigroup
Industry Financial Services
Experience
University at Albany School of Business Investment Group September 2012 - Present
Citi June 2015 - August 2015
CL King & Associates November 2013 - December 2014
Skills
Research, PowerPoint, Microsoft Office, Public Speaking, Statistics, Microsoft Word, Microsoft Excel, Data Analysis, Community Outreach, Qualitative Research, Portfolio Management, Analysis, Financial Modeling, Equity Research, Investments, Equities, Economics, Financial Analysis, Bloomberg Terminal, Equity Valuation, Bloomberg, Valuation
Education
State University of New York at Albany 2012 — 2016
Bachelor of Science (BS), Business Administration, Financial Analyst Honors Program, Financial Market Regulation (2016)
University at Albany School of Business Investment Group September 2012 - Present
Citi June 2015 - August 2015
CL King & Associates November 2013 - December 2014
Skills
Research, PowerPoint, Microsoft Office, Public Speaking, Statistics, Microsoft Word, Microsoft Excel, Data Analysis, Community Outreach, Qualitative Research, Portfolio Management, Analysis, Financial Modeling, Equity Research, Investments, Equities, Economics, Financial Analysis, Bloomberg Terminal, Equity Valuation, Bloomberg, Valuation
Education
State University of New York at Albany 2012 — 2016
Bachelor of Science (BS), Business Administration, Financial Analyst Honors Program, Financial Market Regulation (2016)
Cody Aguado Cody Aguado's University at Albany School of Business Investment Group Experience September 2010 - December 2011
Job Family Wealth Analyst
Industry Financial Services
Experience
BNY Mellon Wealth Management May 2013 - Present
BNY Mellon February 2012 - May 2013
Aguado Landscaping April 2006 - February 2012
Snacks-A-Lot Vending March 2006 - February 2012
University at Albany School of Business Investment Group September 2010 - December 2011
Skills
Sales
Education
University at Albany, SUNY 2008 — 2012
BNY Mellon Wealth Management May 2013 - Present
BNY Mellon February 2012 - May 2013
Aguado Landscaping April 2006 - February 2012
Snacks-A-Lot Vending March 2006 - February 2012
University at Albany School of Business Investment Group September 2010 - December 2011
Skills
Sales
Education
University at Albany, SUNY 2008 — 2012
Michael Arias Michael Arias's University at Albany School of Business Investment Group Experience September 2009 - December 2010
Job MO Analyst Global Investment Opportunities Group at J.P. Morgan
Industry Banking
Experience
J.P. Morgan April 2014 - Present
Neuberger Berman June 2012 - April 2014
Morgan Stanley June 2011 - March 2012
J.P. Morgan March 2011 - May 2011
CL King & Associates June 2010 - December 2010
University at Albany School of Business Investment Group September 2009 - December 2010
New York State Small Business Development Center September 2008 - December 2008
Skills
Fixed Income, Series 7, Financial Modeling, Mutual Funds, Financial Analysis, Series 63, Microsoft Excel, Bloomberg Terminal, Investments, Securities, Series 6, Credit Derivatives, Derivatives, Equity Derivatives, Interest Rate..., FX Derivatives, Exotic Derivatives, Trading, Trading Strategies
Education
State University of New York at Albany 2006 — 2010
Bachelors of Science, B.S. Business Administration Honors Financial Analyst Concentration, Economics
New rochelle high school 2002 — 2006
J.P. Morgan April 2014 - Present
Neuberger Berman June 2012 - April 2014
Morgan Stanley June 2011 - March 2012
J.P. Morgan March 2011 - May 2011
CL King & Associates June 2010 - December 2010
University at Albany School of Business Investment Group September 2009 - December 2010
New York State Small Business Development Center September 2008 - December 2008
Skills
Fixed Income, Series 7, Financial Modeling, Mutual Funds, Financial Analysis, Series 63, Microsoft Excel, Bloomberg Terminal, Investments, Securities, Series 6, Credit Derivatives, Derivatives, Equity Derivatives, Interest Rate..., FX Derivatives, Exotic Derivatives, Trading, Trading Strategies
Education
State University of New York at Albany 2006 — 2010
Bachelors of Science, B.S. Business Administration Honors Financial Analyst Concentration, Economics
New rochelle high school 2002 — 2006
Olivier Habimana Olivier Habimana's University at Albany School of Business Investment Group Experience September 2011 - December 2013
Job Assurance Associate at PwC
Industry Financial Services
Experience
PwC January 2014 - Present
University at Albany School of Business Investment Group September 2011 - December 2013
PwC June 2013 - August 2013
National Association of Black Accountants (NABA) May 2012 - April 2013
PwC June 2012 - July 2012
Skills
Data Analysis, Statistics, Public Speaking, Financial Statement..., Valuation Modeling, Capital Markets Analysis, Financial Accounting
Education
State University of New York at Albany 2009 — 2013
B.S., Accounting and Mathematics
PwC January 2014 - Present
University at Albany School of Business Investment Group September 2011 - December 2013
PwC June 2013 - August 2013
National Association of Black Accountants (NABA) May 2012 - April 2013
PwC June 2012 - July 2012
Skills
Data Analysis, Statistics, Public Speaking, Financial Statement..., Valuation Modeling, Capital Markets Analysis, Financial Accounting
Education
State University of New York at Albany 2009 — 2013
B.S., Accounting and Mathematics
Jerome O'Grady Jerome O'Grady's University at Albany School of Business Investment Group Experience October 2013 - Present
Job Incoming Investment Banking Analyst at Gordian Group, LLC
Industry Investment Banking
Experience
Gordian Group, LLC June 2015 - Present
University at Albany School of Business Investment Group October 2013 - Present
Meals That Heal August 2012 - Present
Deutsche Bank June 2014 - August 2014
University at Albany August 2012 - May 2013
Stanford Business Network June 2009 - 2011
Skills
Management, Marketing, Public Relations, Sales, Social Media, Event Management, Online Marketing, Microsoft Office, Microsoft Excel, Marketing Communications, Social Media Marketing, Advertising, Online Advertising, Facebook, Social Networking
Education
University at Albany 2011 — 2015
Bachelor of Science (B.S.), Business Administration, Financial Analyst Honors, 3.9 / 4.0 GPA
Ward Melville Senior High School 2008 — 2011
Gordian Group, LLC June 2015 - Present
University at Albany School of Business Investment Group October 2013 - Present
Meals That Heal August 2012 - Present
Deutsche Bank June 2014 - August 2014
University at Albany August 2012 - May 2013
Stanford Business Network June 2009 - 2011
Skills
Management, Marketing, Public Relations, Sales, Social Media, Event Management, Online Marketing, Microsoft Office, Microsoft Excel, Marketing Communications, Social Media Marketing, Advertising, Online Advertising, Facebook, Social Networking
Education
University at Albany 2011 — 2015
Bachelor of Science (B.S.), Business Administration, Financial Analyst Honors, 3.9 / 4.0 GPA
Ward Melville Senior High School 2008 — 2011
Steven Gagliardo's University at Albany School of Business Investment Group Experience 2013 - May 2015
Job Associate at Schwartz Heslin Group, Inc.
Industry Financial Services
Experience
Schwartz Heslin Group, Inc. June 2015 - Present
University at Albany School of Business Investment Group 2013 - May 2015
Paradigm Capital Management October 2014 - December 2014
The Ayco Company, L.P., a Goldman Sachs Company August 2014 - September 2014
National Public Finance Guarantee Corp. June 2014 - August 2014
New York State Division of Criminal Justice Services June 2013 - February 2014
University at Albany August 2013 - December 2013
Rockefeller College of Public Affairs & Policy January 2012 - May 2013
Canada Lake Store and Marine July 2009 - August 2012
University at Albany 2011 - 2012
Skills
Research, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Political Science, Event Planning, Community Outreach, Teamwork, Public Policy, Fundraising, International Relations, Analysis, Qualitative Research, Market Research, Economics, Data Analysis, Finance, Leadership, Policy Analysis, PowerPoint
Education
University at Albany 2011 — 2015
Bachelor of Science (BS), Financial Analyst Honors Program, Major GPA: 3.83
Schwartz Heslin Group, Inc. June 2015 - Present
University at Albany School of Business Investment Group 2013 - May 2015
Paradigm Capital Management October 2014 - December 2014
The Ayco Company, L.P., a Goldman Sachs Company August 2014 - September 2014
National Public Finance Guarantee Corp. June 2014 - August 2014
New York State Division of Criminal Justice Services June 2013 - February 2014
University at Albany August 2013 - December 2013
Rockefeller College of Public Affairs & Policy January 2012 - May 2013
Canada Lake Store and Marine July 2009 - August 2012
University at Albany 2011 - 2012
Skills
Research, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Political Science, Event Planning, Community Outreach, Teamwork, Public Policy, Fundraising, International Relations, Analysis, Qualitative Research, Market Research, Economics, Data Analysis, Finance, Leadership, Policy Analysis, PowerPoint
Education
University at Albany 2011 — 2015
Bachelor of Science (BS), Financial Analyst Honors Program, Major GPA: 3.83
Denis Lukashkov's University at Albany School of Business Investment Group Experience October 2012 - Present
Job Investment Services Intern at The Ayco Company, L.P., A Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., A Goldman Sachs Company May 2013 - Present
University at Albany School of Business Investment Group October 2012 - Present
Skills
Financial Modeling, Investments, Portfolio Management, Equities, Mutual Funds, Management, Data Analysis, Bloomberg, Research, Financial Analysis
Education
Cornell University 2013 — 2015
Bachelor of Science (B.S.), Applied Economics and Management
University at Albany 2011 — 2013
The Ayco Company, L.P., A Goldman Sachs Company May 2013 - Present
University at Albany School of Business Investment Group October 2012 - Present
Skills
Financial Modeling, Investments, Portfolio Management, Equities, Mutual Funds, Management, Data Analysis, Bloomberg, Research, Financial Analysis
Education
Cornell University 2013 — 2015
Bachelor of Science (B.S.), Applied Economics and Management
University at Albany 2011 — 2013