University Impact Fund
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University Impact Fund Employees
Employee
Years
Job
Industry
Blake H Miner Blake H Miner's University Impact Fund Experience May 2012 - December 2012
Job Consulting Analyst at Clareo Partners
Industry Management Consulting
Experience
Clareo Partners June 2014 - Present
Clareo Partners May 2013 - August 2013
Brigham Young University September 2012 - April 2013
University Impact Fund May 2012 - December 2012
University Venture Fund May 2012 - December 2012
Berkeley Research Group LLC June 2012 - August 2012
Skills
Valuation, Due Diligence, Mergers & Acquisitions, Strategy, Competitive Analysis, Microsoft Office, Marketing, Venture Capital, Financial Analysis, Financial Modeling, Investments, Research, Economics
Education
Brigham Young University 2008 — 2014
Bachelor of Science (B.S.), Economics
Clareo Partners June 2014 - Present
Clareo Partners May 2013 - August 2013
Brigham Young University September 2012 - April 2013
University Impact Fund May 2012 - December 2012
University Venture Fund May 2012 - December 2012
Berkeley Research Group LLC June 2012 - August 2012
Skills
Valuation, Due Diligence, Mergers & Acquisitions, Strategy, Competitive Analysis, Microsoft Office, Marketing, Venture Capital, Financial Analysis, Financial Modeling, Investments, Research, Economics
Education
Brigham Young University 2008 — 2014
Bachelor of Science (B.S.), Economics
Busulwa Peter Nsereko Busulwa Peter Nsereko's University Impact Fund Experience April 2012 - January 2013
Job MSF Candidate at the University of Utah
Industry Financial Services
Experience
Goldman Sachs March 2014 - February 2015
Global Financial Advisors, LP January 2013 - December 2013
Beneficial Financial Group August 2012 - December 2013
Shipzi May 2013 - September 2013
University Impact Fund April 2012 - January 2013
Skills
Financial Analysis, Finance, Equity Research, Research, Microsoft Excel, Investments, Credit Risk, Bloomberg, Social Entrepreneurship, Analysis, Statistics, Data Analysis
Education
University of Utah - David Eccles School of Business 2015 — 2016
Master’s Degree, Finance
Brigham Young University 2006 — 2013
BS, Management: Finance Emphasis
St. Mary's College Kisubi 2000 — 2005
Goldman Sachs March 2014 - February 2015
Global Financial Advisors, LP January 2013 - December 2013
Beneficial Financial Group August 2012 - December 2013
Shipzi May 2013 - September 2013
University Impact Fund April 2012 - January 2013
Skills
Financial Analysis, Finance, Equity Research, Research, Microsoft Excel, Investments, Credit Risk, Bloomberg, Social Entrepreneurship, Analysis, Statistics, Data Analysis
Education
University of Utah - David Eccles School of Business 2015 — 2016
Master’s Degree, Finance
Brigham Young University 2006 — 2013
BS, Management: Finance Emphasis
St. Mary's College Kisubi 2000 — 2005
Justin King Justin King's University Impact Fund Experience August 2010 - April 2011
Job Founder & CEO Nwapa Snail Farms
Industry Farming
Experience
Nwapa Snail Farms January 2014 - Present
Scalar Analytics September 2011 - Present
Codify.me November 2012 - April 2014
Achatina Snail Farms June 2012 - September 2013
Tilapiana September 2010 - September 2012
University Impact Fund August 2010 - April 2011
BYU Social Venture Competition May 2010 - April 2011
Fairbourne Consulting August 2010 - October 2010
Investors' Circle July 2010 - August 2010
Burro Brand Ghana Ltd March 2010 - August 2010
Skills
Start-ups, Entrepreneurship, Due Diligence, Financial Modeling, Venture Capital, Business Valuation, Poverty Reduction, Financial Analysis, Social Entrepreneurship, Business Planning, Finance, Strategy, Business Development, Leadership, Business Strategy, Management, Analysis
Education
Brigham Young University 2009 — 2011
MBA
Brigham Young University
Bachelor's Degree
Weber State University
Associate
Davis High School
H.S. Diploma
Nwapa Snail Farms January 2014 - Present
Scalar Analytics September 2011 - Present
Codify.me November 2012 - April 2014
Achatina Snail Farms June 2012 - September 2013
Tilapiana September 2010 - September 2012
University Impact Fund August 2010 - April 2011
BYU Social Venture Competition May 2010 - April 2011
Fairbourne Consulting August 2010 - October 2010
Investors' Circle July 2010 - August 2010
Burro Brand Ghana Ltd March 2010 - August 2010
Skills
Start-ups, Entrepreneurship, Due Diligence, Financial Modeling, Venture Capital, Business Valuation, Poverty Reduction, Financial Analysis, Social Entrepreneurship, Business Planning, Finance, Strategy, Business Development, Leadership, Business Strategy, Management, Analysis
Education
Brigham Young University 2009 — 2011
MBA
Brigham Young University
Bachelor's Degree
Weber State University
Associate
Davis High School
H.S. Diploma
Ema Dishnica Ema Dishnica's University Impact Fund Experience September 2012 - December 2012
Job Creator and Writer at Elle sera Belle and Founder at Buntastic Band
Industry Financial Services
Experience
Elle sera Belle January 2014 - Present
Buntastic Band March 2013 - Present
Brigham Young University May 2012 - June 2014
Goldman Sachs May 2013 - August 2013
BYU Global Financial Advisors January 2013 - April 2013
University Impact Fund September 2012 - December 2012
MyMiracleTea January 2012 - April 2012
The Church of Jesus Christ of Latter April 2009 - September 2010
Gotel Telemarketing Ltd October 2008 - March 2009
City Hall July 2008 - September 2008
Skills
Financial Analysis, Accounting, Corporate Finance, Financial Accounting, Microsoft Excel, Strategic Planning, PowerPoint, Finance, Economics, Microsoft Office, Investments, Management, Market Research, Entrepreneurship, Analysis
Education
Brigham Young University 2012 — 2014
Bachelor of Science, Finance
Elle sera Belle January 2014 - Present
Buntastic Band March 2013 - Present
Brigham Young University May 2012 - June 2014
Goldman Sachs May 2013 - August 2013
BYU Global Financial Advisors January 2013 - April 2013
University Impact Fund September 2012 - December 2012
MyMiracleTea January 2012 - April 2012
The Church of Jesus Christ of Latter April 2009 - September 2010
Gotel Telemarketing Ltd October 2008 - March 2009
City Hall July 2008 - September 2008
Skills
Financial Analysis, Accounting, Corporate Finance, Financial Accounting, Microsoft Excel, Strategic Planning, PowerPoint, Finance, Economics, Microsoft Office, Investments, Management, Market Research, Entrepreneurship, Analysis
Education
Brigham Young University 2012 — 2014
Bachelor of Science, Finance
James Zelnick James Zelnick's University Impact Fund Experience May 2011 - June 2012
Job Associate at Friedman Fleischer & Lowe
Industry Venture Capital & Private Equity
Experience
Friedman Fleischer & Lowe August 2015 - Present
Bain & Company September 2014 - Present
PT Rekan Usaha Mikro Anda (RUMA) November 2014 - March 2015
Bain & Company November 2012 - September 2014
Unitus Impact June 2012 - October 2012
University Impact Fund May 2011 - June 2012
Education
Brigham Young University 2006 — 2012
Master of Accountancy
Marriott School of Management 2006 — 2012
Bachelor of Accountancy
Friedman Fleischer & Lowe August 2015 - Present
Bain & Company September 2014 - Present
PT Rekan Usaha Mikro Anda (RUMA) November 2014 - March 2015
Bain & Company November 2012 - September 2014
Unitus Impact June 2012 - October 2012
University Impact Fund May 2011 - June 2012
Education
Brigham Young University 2006 — 2012
Master of Accountancy
Marriott School of Management 2006 — 2012
Bachelor of Accountancy
Adam Moses Adam Moses's University Impact Fund Experience 2012 - September 2013
Job Credit Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2013 - Present
University Impact Fund 2012 - September 2013
Beneficial Financial Group January 2013 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Team Leadership, Data Analysis, Accounting, Financial Analysis, Financial Modeling, Market Research, Valuation, Finance, Due Diligence, Venture Capital, Business Valuation, Investments
Education
University of Utah - David Eccles School of Business 2012 — 2013
Master of Science (MS), Finance
SUNY Binghamton 2004 — 2007
Bachelor of Science (BS), Mathematics
Goldman Sachs September 2013 - Present
University Impact Fund 2012 - September 2013
Beneficial Financial Group January 2013 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Team Leadership, Data Analysis, Accounting, Financial Analysis, Financial Modeling, Market Research, Valuation, Finance, Due Diligence, Venture Capital, Business Valuation, Investments
Education
University of Utah - David Eccles School of Business 2012 — 2013
Master of Science (MS), Finance
SUNY Binghamton 2004 — 2007
Bachelor of Science (BS), Mathematics
Andrew Pulsipher Andrew Pulsipher's University Impact Fund Experience May 2013 - July 2013
Job CFO, Swop
Industry Investment Banking
Experience
Wells Fargo Securities July 2015 - Present
Swop August 2014 - July 2015
Wells Fargo Securities June 2014 - August 2014
Sorenson Global Impact Investing Center July 2013 - January 2014
University Impact Fund May 2013 - July 2013
Beneficial Financial Group January 2013 - April 2013
The Church of Jesus Christ of Latter-day Saints May 2010 - May 2012
BYU Football August 2009 - April 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Spanish, Football, Accounting, Finance, Financial Modeling, Budgets, Valuation, Analysis, Bloomberg, Training, DCF Valuation, Impact Investing, Venture Financing, Market Sizing, Program Related..., Investments, Corporate Finance, Economics
Education
Brigham Young University 2009 — 2015
Bachelor of Science, Finance
Wells Fargo Securities July 2015 - Present
Swop August 2014 - July 2015
Wells Fargo Securities June 2014 - August 2014
Sorenson Global Impact Investing Center July 2013 - January 2014
University Impact Fund May 2013 - July 2013
Beneficial Financial Group January 2013 - April 2013
The Church of Jesus Christ of Latter-day Saints May 2010 - May 2012
BYU Football August 2009 - April 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Spanish, Football, Accounting, Finance, Financial Modeling, Budgets, Valuation, Analysis, Bloomberg, Training, DCF Valuation, Impact Investing, Venture Financing, Market Sizing, Program Related..., Investments, Corporate Finance, Economics
Education
Brigham Young University 2009 — 2015
Bachelor of Science, Finance
Christine Mckissick Christine Mckissick's University Impact Fund Experience August 2012 - December 2012
Job Analyst at Torrey Cove Capital Partners
Industry Financial Services
Experience
TorreyCove Capital Partners LLC March 2015 - Present
Appreciation Financial February 2014 - January 2015
Teach For America February 2013 - January 2014
University Impact Fund August 2012 - December 2012
FootScientific August 2012 - December 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Microsoft Office, PowerPoint, Public Speaking, Leadership, Data Analysis, Finance, Investments, Analysis, Economics, Business Strategy, Microsoft Word
Education
Loyola Marymount University 2013 — 2013
California Intern Teaching Certificate in Secondary Mathematics, Education
ESC Clermont-Ferrand d’Administrations 2011 — 2012
Brigham Young University 2007 — 2012
Bachelor of Science (B.S.), Management, emphasis in Finance
TorreyCove Capital Partners LLC March 2015 - Present
Appreciation Financial February 2014 - January 2015
Teach For America February 2013 - January 2014
University Impact Fund August 2012 - December 2012
FootScientific August 2012 - December 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Microsoft Office, PowerPoint, Public Speaking, Leadership, Data Analysis, Finance, Investments, Analysis, Economics, Business Strategy, Microsoft Word
Education
Loyola Marymount University 2013 — 2013
California Intern Teaching Certificate in Secondary Mathematics, Education
ESC Clermont-Ferrand d’Administrations 2011 — 2012
Brigham Young University 2007 — 2012
Bachelor of Science (B.S.), Management, emphasis in Finance
Jared Christian's University Impact Fund Experience October 2012 - December 2013
Job Valuation Associate at Scalar
Industry Investment Banking
Experience
Scalar January 2014 - Present
Citi July 2013 - December 2013
University Impact Fund October 2012 - December 2013
Beneficial Financial Group January 2012 - December 2012
LDS Employment Resource Services May 2012 - August 2012
Skills
Leadership, Analysis, Spanish, Data Analysis, Financial Analysis, Market Research, Valuation, Microsoft Excel, PowerPoint, Microsoft Word, Access, Teamwork, English, Research, Teaching, Economics, Microsoft Office, Sports, Public Speaking, Statistics, Customer Service, Outlook, Stata, Social Media, Event Planning, Data Entry
Education
Brigham Young University 2010 — 2014
Bachelor's degree, Finance
21 Century Cyber Charter School 2004 — 2006
Northampton Area Senor High School 2002 — 2004
Scalar January 2014 - Present
Citi July 2013 - December 2013
University Impact Fund October 2012 - December 2013
Beneficial Financial Group January 2012 - December 2012
LDS Employment Resource Services May 2012 - August 2012
Skills
Leadership, Analysis, Spanish, Data Analysis, Financial Analysis, Market Research, Valuation, Microsoft Excel, PowerPoint, Microsoft Word, Access, Teamwork, English, Research, Teaching, Economics, Microsoft Office, Sports, Public Speaking, Statistics, Customer Service, Outlook, Stata, Social Media, Event Planning, Data Entry
Education
Brigham Young University 2010 — 2014
Bachelor's degree, Finance
21 Century Cyber Charter School 2004 — 2006
Northampton Area Senor High School 2002 — 2004
Allison Liljenquist Allison Liljenquist's University Impact Fund Experience September 2011 - June 2012
Job
Industry
Experience
Royal Bank of Scotland March 2014 - Present
Royal Bank of Scotland December 2012 - March 2014
University Impact Fund September 2011 - June 2012
Sumatran Orangutan Society June 2011 - August 2011
Goldman Sachs June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Windows, English, Social Entrepreneurship, Venture Capital, Social Impact
Education
Brigham Young University 2005 — 2011
BS Business Management, Business Management, Strategy Emphasis, 3.85
London School of Economics and Political Science 2007 — 2007
Intermediate Macroeconomics
Royal Bank of Scotland March 2014 - Present
Royal Bank of Scotland December 2012 - March 2014
University Impact Fund September 2011 - June 2012
Sumatran Orangutan Society June 2011 - August 2011
Goldman Sachs June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Windows, English, Social Entrepreneurship, Venture Capital, Social Impact
Education
Brigham Young University 2005 — 2011
BS Business Management, Business Management, Strategy Emphasis, 3.85
London School of Economics and Political Science 2007 — 2007
Intermediate Macroeconomics
Eric Swenson Eric Swenson's University Impact Fund Experience October 2011 - May 2012
Job M&A and Business Development at Surgical Care Affiliates
Industry Hospital & Health Care
Experience
Surgical Care Affiliates May 2014 - Present
PwC September 2012 - May 2014
University Impact Fund October 2011 - May 2012
PwC June 2011 - August 2011
Skills
Financial Modeling, Valuation, Business Valuation, Due Diligence, Financial Analysis, Financial Accounting, Private Equity, Financial Statement..., Corporate Finance, Mergers & Acquisitions, Impact Investing, Finance, Joint Ventures, Healthcare Industry
Education
Brigham Young University 2005 — 2012
B.S. / M.S., Accounting
Surgical Care Affiliates May 2014 - Present
PwC September 2012 - May 2014
University Impact Fund October 2011 - May 2012
PwC June 2011 - August 2011
Skills
Financial Modeling, Valuation, Business Valuation, Due Diligence, Financial Analysis, Financial Accounting, Private Equity, Financial Statement..., Corporate Finance, Mergers & Acquisitions, Impact Investing, Finance, Joint Ventures, Healthcare Industry
Education
Brigham Young University 2005 — 2012
B.S. / M.S., Accounting
David Kwant David Kwant's University Impact Fund Experience October 2010 - May 2012
Job Analyst at Woodbury Strategic Partners
Industry Venture Capital & Private Equity
Experience
Woodbury Strategic Partners July 2013 - Present
Alta Capital Management May 2012 - June 2013
Honors Student Investment Fund October 2011 - August 2012
Utah Sales and Trading October 2011 - May 2012
University Impact Fund October 2010 - May 2012
University Venture Fund 2011 - 2012
CDDR Co., LTD January 2007 - April 2009
Skills
Financial Modeling, DCF, Equity Valuation, Investments, Charts, Technical Analysis, Valuation, Capital IQ, Analysis, Financial Analysis, Finance, Venture Capital, Equity Research, Securities, Mutual Funds
Education
University of Utah - David Eccles School of Business 2010 — 2013
Bachelor of Science, Finance
Musicians Institute 2002 — 2003
Woodbury Strategic Partners July 2013 - Present
Alta Capital Management May 2012 - June 2013
Honors Student Investment Fund October 2011 - August 2012
Utah Sales and Trading October 2011 - May 2012
University Impact Fund October 2010 - May 2012
University Venture Fund 2011 - 2012
CDDR Co., LTD January 2007 - April 2009
Skills
Financial Modeling, DCF, Equity Valuation, Investments, Charts, Technical Analysis, Valuation, Capital IQ, Analysis, Financial Analysis, Finance, Venture Capital, Equity Research, Securities, Mutual Funds
Education
University of Utah - David Eccles School of Business 2010 — 2013
Bachelor of Science, Finance
Musicians Institute 2002 — 2003
Lewis Hower Lewis Hower's University Impact Fund Experience May 2010 - January 2015
Job Director, Investments and Operations at Community Investment Management
Industry Financial Services
Experience
Community Investment Management LLC February 2015 - Present
James Lee Sorenson Global Impact Investing Center January 2013 - January 2015
University Impact Fund May 2010 - January 2015
Sorenson Housing Opportunity Fund January 2009 - May 2010
Impact Capital Partners June 2008 - April 2009
Unitus Investment Group January 2008 - January 2009
Laboratory for Cell and Materials Interactions August 2006 - May 2007
Polese, Pietzsch, Williams & Nolan, P.A. August 2005 - May 2007
Skills
Venture Capital, Strategy, Investments, Leadership, Social Entrepreneurship, Finance, Fundraising, Nonprofits, Management, Training, Research, Asset Allocation, Mutual Funds
Education
Arizona State University
BSE, Bioengineering and Biomedical Engineering
Oregon State University
Bioengineering
Community Investment Management LLC February 2015 - Present
James Lee Sorenson Global Impact Investing Center January 2013 - January 2015
University Impact Fund May 2010 - January 2015
Sorenson Housing Opportunity Fund January 2009 - May 2010
Impact Capital Partners June 2008 - April 2009
Unitus Investment Group January 2008 - January 2009
Laboratory for Cell and Materials Interactions August 2006 - May 2007
Polese, Pietzsch, Williams & Nolan, P.A. August 2005 - May 2007
Skills
Venture Capital, Strategy, Investments, Leadership, Social Entrepreneurship, Finance, Fundraising, Nonprofits, Management, Training, Research, Asset Allocation, Mutual Funds
Education
Arizona State University
BSE, Bioengineering and Biomedical Engineering
Oregon State University
Bioengineering
James Stubbs James Stubbs's University Impact Fund Experience May 2012 - October 2012
Job Analyst, Corporate Strategy & Business Development at Whirlpool Corporation
Industry Consumer Goods
Experience
Whirlpool Latin America June 2014 - June 2015
Whirlpool Corporation June 2013 - June 2014
Ballard Center for Economic Self Reliance (Brigham Young University) January 2013 - March 2013
Alta Ventures Mexico August 2012 - January 2013
University Impact Fund May 2012 - October 2012
Skills
Microsoft Excel, PowerPoint, Market Research, Financial Analysis, Data Analysis, Finance, Venture Capital, Valuation, Entrepreneurship, Investments, Due Diligence, Leadership, Business Valuation, Business Strategy, Competitive Analysis, Marketing Strategy, Training, Start-ups, Analysis, Strategy, Public Speaking, Decision Analysis
Education
Brigham Young University 2006 — 2013
Bachelor of Science, Finance
Churchill County High School 2002 — 2006
4.0/4.0
Whirlpool Latin America June 2014 - June 2015
Whirlpool Corporation June 2013 - June 2014
Ballard Center for Economic Self Reliance (Brigham Young University) January 2013 - March 2013
Alta Ventures Mexico August 2012 - January 2013
University Impact Fund May 2012 - October 2012
Skills
Microsoft Excel, PowerPoint, Market Research, Financial Analysis, Data Analysis, Finance, Venture Capital, Valuation, Entrepreneurship, Investments, Due Diligence, Leadership, Business Valuation, Business Strategy, Competitive Analysis, Marketing Strategy, Training, Start-ups, Analysis, Strategy, Public Speaking, Decision Analysis
Education
Brigham Young University 2006 — 2013
Bachelor of Science, Finance
Churchill County High School 2002 — 2006
4.0/4.0
Noelle Maughan Noelle Maughan's University Impact Fund Experience April 2011 - October 2011
Job Financial Services
Industry Nonprofit Organization Management
Experience
Building Excellent Schools October 2012 - July 2014
EnerNOC September 2012 - October 2012
One on One Marketing May 2012 - July 2012
Celtic Storm Soccer Club January 2009 - January 2012
University Impact Fund April 2011 - October 2011
HELP International July 2010 - August 2010
Skills
Market Research, Investments, Financial Analysis, Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Financial Modeling, Research, Public Speaking, Valuation, Business Valuation, Microsoft Word, Finance, Business Strategy, Start-ups, Non-profits, Accounting, Due Diligence, Project Management, Social Impact, Nonprofits, Management
Education
Brigham Young University 2009 — 2012
Bachelor of Science (B.S.), Business Management with Finance concentration
Idaho State University 2008 — 2009
Building Excellent Schools October 2012 - July 2014
EnerNOC September 2012 - October 2012
One on One Marketing May 2012 - July 2012
Celtic Storm Soccer Club January 2009 - January 2012
University Impact Fund April 2011 - October 2011
HELP International July 2010 - August 2010
Skills
Market Research, Investments, Financial Analysis, Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Financial Modeling, Research, Public Speaking, Valuation, Business Valuation, Microsoft Word, Finance, Business Strategy, Start-ups, Non-profits, Accounting, Due Diligence, Project Management, Social Impact, Nonprofits, Management
Education
Brigham Young University 2009 — 2012
Bachelor of Science (B.S.), Business Management with Finance concentration
Idaho State University 2008 — 2009
Taylor Stratton Taylor Stratton's University Impact Fund Experience January 2011 - June 2011
Job Investment Banking Analyst at BofA Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Brigham Young University May 2013 - April 2014
Global Financial Advisors, Inc. January 2012 - April 2014
Bank of America Merrill Lynch June 2013 - August 2013
DFP Advisors April 2012 - August 2012
CFOwise June 2011 - May 2012
Cloud Capital May 2011 - June 2011
University Impact Fund January 2011 - June 2011
Husch Blackwell (formerly Jacobs Chase) September 2010 - June 2011
Torreon, Mexico July 2008 - July 2010
Skills
Team Building, Bloomberg, Budgets, Financial Modeling, Valuation, Finance, DCF, Accounting, Investments, Equities, Analysis, Portfolio Management, Fixed Income, Financial Analysis, Bloomberg Terminal, Microsoft Excel, Equity Research, Corporate Finance, Risk Management, Business Valuation, Forecasting, Equity Valuation, Due Diligence, Financial Accounting, Leadership, Data Analysis, Business Strategy, Microsoft Office, Investment Banking, Capital IQ, Economics, Private Equity, Mergers & Acquisitions, VBA, Capital Markets, Asset Management, Financial Reporting, Financial Statement..., Strategic Financial...
Education
Brigham Young University 2011 — 2014
Bachelor of Science, Finance
Merrill Lynch July 2014 - Present
Brigham Young University May 2013 - April 2014
Global Financial Advisors, Inc. January 2012 - April 2014
Bank of America Merrill Lynch June 2013 - August 2013
DFP Advisors April 2012 - August 2012
CFOwise June 2011 - May 2012
Cloud Capital May 2011 - June 2011
University Impact Fund January 2011 - June 2011
Husch Blackwell (formerly Jacobs Chase) September 2010 - June 2011
Torreon, Mexico July 2008 - July 2010
Skills
Team Building, Bloomberg, Budgets, Financial Modeling, Valuation, Finance, DCF, Accounting, Investments, Equities, Analysis, Portfolio Management, Fixed Income, Financial Analysis, Bloomberg Terminal, Microsoft Excel, Equity Research, Corporate Finance, Risk Management, Business Valuation, Forecasting, Equity Valuation, Due Diligence, Financial Accounting, Leadership, Data Analysis, Business Strategy, Microsoft Office, Investment Banking, Capital IQ, Economics, Private Equity, Mergers & Acquisitions, VBA, Capital Markets, Asset Management, Financial Reporting, Financial Statement..., Strategic Financial...
Education
Brigham Young University 2011 — 2014
Bachelor of Science, Finance