University of Iowa Krause Fund
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University of Iowa Krause Fund Employees
Employee
Years
Job
Industry
Kevin Beaudette, MBA Kevin Beaudette, MBA's University of Iowa Krause Fund Experience August 2007 - December 2007
Job Allow[in] Sales and Deal Professionals to Find the Path of Least Resistance
Industry Internet
Experience
LinkedIn February 2015 - Present
Goldman Sachs May 2010 - January 2015
Wayne Hummer Investments February 2009 - May 2010
Hormel Foods June 2008 - August 2008
University of Iowa Krause Fund August 2007 - December 2007
GlaxoSmithKline July 2007 - December 2007
University of Iowa Interfraternity Council January 2007 - December 2007
University Directories May 2007 - August 2007
Skills
Mutual Funds, Series 7, Excel, Investments, Financial Analysis, Financial Modeling, Series 63, Equities, Valuation, Asset Managment, Asset Allocation, Strategic Financial..., Risk Management, Alternative Investments, Wealth Management, Asset Management, Microsoft Excel, Investment Advisory, Finance, Sales
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Management
University of Iowa 2004 — 2008
B.B.A., Finance, Marketing
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
William Fremd High School 2000 — 2004
LinkedIn February 2015 - Present
Goldman Sachs May 2010 - January 2015
Wayne Hummer Investments February 2009 - May 2010
Hormel Foods June 2008 - August 2008
University of Iowa Krause Fund August 2007 - December 2007
GlaxoSmithKline July 2007 - December 2007
University of Iowa Interfraternity Council January 2007 - December 2007
University Directories May 2007 - August 2007
Skills
Mutual Funds, Series 7, Excel, Investments, Financial Analysis, Financial Modeling, Series 63, Equities, Valuation, Asset Managment, Asset Allocation, Strategic Financial..., Risk Management, Alternative Investments, Wealth Management, Asset Management, Microsoft Excel, Investment Advisory, Finance, Sales
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Management
University of Iowa 2004 — 2008
B.B.A., Finance, Marketing
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
William Fremd High School 2000 — 2004
Alfonzo Bruno Alfonzo Bruno's University of Iowa Krause Fund Experience August 2012 - December 2012
Job Associate Investment Analyst IMRF
Industry Investment Management
Experience
IMRF September 2014 - Present
Hewitt EnnisKnupp, an Aon Company December 2013 - September 2014
Principal Global Investors June 2013 - November 2013
University of Iowa Krause Fund August 2012 - December 2012
Allenberg Cotton Co. August 2012 - August 2012
BP June 2012 - June 2012
Water Tower Financial Partners, LLC June 2011 - December 2011
Skills
Equity Valuation, Financial Modeling, Research, Bloomberg Terminal, FactSet, Capital IQ, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Accounting, Teamwork, Social Media, Public Speaking, Equities, Investments, Bloomberg, Risk Management, Analysis, Economics, Trading, Fixed Income, Options, Equity Research
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
IMRF September 2014 - Present
Hewitt EnnisKnupp, an Aon Company December 2013 - September 2014
Principal Global Investors June 2013 - November 2013
University of Iowa Krause Fund August 2012 - December 2012
Allenberg Cotton Co. August 2012 - August 2012
BP June 2012 - June 2012
Water Tower Financial Partners, LLC June 2011 - December 2011
Skills
Equity Valuation, Financial Modeling, Research, Bloomberg Terminal, FactSet, Capital IQ, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Accounting, Teamwork, Social Media, Public Speaking, Equities, Investments, Bloomberg, Risk Management, Analysis, Economics, Trading, Fixed Income, Options, Equity Research
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Garret Dunn Garret Dunn's University of Iowa Krause Fund Experience August 2011 - December 2011
Job Financial Analyst at Centro
Industry Online Media
Experience
Centro November 2014 - Present
Barclays June 2013 - November 2014
Barclays June 2012 - August 2012
University of Iowa Krause Fund August 2011 - December 2011
AEGON USA Realty Advisors, LLC June 2011 - July 2011
Morrison and Associates CPAs, PLLC June 2010 - July 2010
Skills
Investment Banking, Equity Research, Microsoft Excel, Financial Analysis, Microsoft Office, Financial Modeling, Valuation, PowerPoint, Finance, Bloomberg, Investments, DCF, Corporate Finance
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
BBA, Finance & Accounting
Centro November 2014 - Present
Barclays June 2013 - November 2014
Barclays June 2012 - August 2012
University of Iowa Krause Fund August 2011 - December 2011
AEGON USA Realty Advisors, LLC June 2011 - July 2011
Morrison and Associates CPAs, PLLC June 2010 - July 2010
Skills
Investment Banking, Equity Research, Microsoft Excel, Financial Analysis, Microsoft Office, Financial Modeling, Valuation, PowerPoint, Finance, Bloomberg, Investments, DCF, Corporate Finance
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
BBA, Finance & Accounting
Jordan Prohaska Jordan Prohaska's University of Iowa Krause Fund Experience January 2013 - May 2013
Job Senior Analyst | Investment Banking at Hovde Group
Industry Investment Banking
Experience
Hovde Group July 2015 - Present
Hovde Group June 2014 - July 2015
Northern Trust July 2013 - June 2014
Prohak LLC May 2009 - June 2014
University of Iowa Krause Fund January 2013 - May 2013
Northern Trust May 2012 - August 2012
Edward Jones November 2011 - May 2012
Thomas Lewis & Associates May 2011 - August 2011
Education
University of Iowa 2009 — 2013
Bachelor of Business Administration (BBA), Finance
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Cass Business School 2012 — 2012
Bachelor of Business Administration (BBA), Finance
Hovde Group July 2015 - Present
Hovde Group June 2014 - July 2015
Northern Trust July 2013 - June 2014
Prohak LLC May 2009 - June 2014
University of Iowa Krause Fund January 2013 - May 2013
Northern Trust May 2012 - August 2012
Edward Jones November 2011 - May 2012
Thomas Lewis & Associates May 2011 - August 2011
Education
University of Iowa 2009 — 2013
Bachelor of Business Administration (BBA), Finance
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Cass Business School 2012 — 2012
Bachelor of Business Administration (BBA), Finance
Patrick Teyro Patrick Teyro's University of Iowa Krause Fund Experience August 2008 - December 2008
Job Associate at Water Street Healthcare Partners
Industry Venture Capital & Private Equity
Experience
Water Street Healthcare Partners July 2013 - Present
Bank of America Merrill Lynch July 2010 - June 2013
Credit Suisse June 2009 - August 2009
University of Iowa - Krause Fund August 2008 - December 2008
HNI Corporation May 2008 - August 2008
Skills
Private Equity, Mergers & Acquisitions, LBO, Capital Markets, Finance, Investment Banking, Market Research, Financial Statement..., Financial Modeling, Corporate Finance, Due Diligence, Investments
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
BBA, Finance, Economics
Water Street Healthcare Partners July 2013 - Present
Bank of America Merrill Lynch July 2010 - June 2013
Credit Suisse June 2009 - August 2009
University of Iowa - Krause Fund August 2008 - December 2008
HNI Corporation May 2008 - August 2008
Skills
Private Equity, Mergers & Acquisitions, LBO, Capital Markets, Finance, Investment Banking, Market Research, Financial Statement..., Financial Modeling, Corporate Finance, Due Diligence, Investments
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
BBA, Finance, Economics
Jonathan De Jesus Jonathan De Jesus's University of Iowa Krause Fund Experience January 2014 - May 2014
Job Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - August 2014
University of Iowa Krause Fund January 2014 - May 2014
Banco Central de Venezuela May 2013 - August 2013
University of Iowa Housing & Dining March 2013 - May 2013
Skills
Microsoft Word, Microsoft Excel, Leadership, Microsoft Office, Time Management, Committment, Professional..., Financial Modeling, Corporate Finance, Accounting, PowerPoint, Customer Service, Financial Analysis, Public Speaking, Teamwork, Analysis
Education
University of Iowa 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Junior
UE Colegio La Salle La Colina 1999 — 2011
Kaplan International Colleges 2010 — 2010
English
J.P. Morgan June 2014 - August 2014
University of Iowa Krause Fund January 2014 - May 2014
Banco Central de Venezuela May 2013 - August 2013
University of Iowa Housing & Dining March 2013 - May 2013
Skills
Microsoft Word, Microsoft Excel, Leadership, Microsoft Office, Time Management, Committment, Professional..., Financial Modeling, Corporate Finance, Accounting, PowerPoint, Customer Service, Financial Analysis, Public Speaking, Teamwork, Analysis
Education
University of Iowa 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Junior
UE Colegio La Salle La Colina 1999 — 2011
Kaplan International Colleges 2010 — 2010
English
Sean Riordan's University of Iowa Krause Fund Experience January 2013 - May 2013
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch April 2015 - Present
Dreams To Reality January 2015 - February 2015
Bank of America Merrill Lynch June 2014 - August 2014
CCH, a Wolters Kluwer company May 2013 - August 2013
University of Iowa Krause Fund January 2013 - May 2013
Skills
Microsoft Excel, Accounting, Analysis, Financial Accounting, PowerPoint, Microsoft Word, Financial Analysis, Microsoft Office, Financial Modeling, Bloomberg Terminal, Debt & Equity Financing, Mergers & Acquisitions, Capital IQ, FactSet, Valuation, Investment Banking
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Accounting and Economics (Minor)
Bank of America Merrill Lynch April 2015 - Present
Dreams To Reality January 2015 - February 2015
Bank of America Merrill Lynch June 2014 - August 2014
CCH, a Wolters Kluwer company May 2013 - August 2013
University of Iowa Krause Fund January 2013 - May 2013
Skills
Microsoft Excel, Accounting, Analysis, Financial Accounting, PowerPoint, Microsoft Word, Financial Analysis, Microsoft Office, Financial Modeling, Bloomberg Terminal, Debt & Equity Financing, Mergers & Acquisitions, Capital IQ, FactSet, Valuation, Investment Banking
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Accounting and Economics (Minor)
Trey Gartner Trey Gartner's University of Iowa Krause Fund Experience August 2011 - December 2011
Job Technical Applications Analyst at Rehabilitation Institute of Chicago
Industry Information Technology and Services
Experience
Rehabilitation Institute of Chicago June 2015 - Present
Cerner Corporation January 2013 - June 2015
Cerner Corporation June 2012 - January 2013
University of Iowa Krause Fund August 2011 - December 2011
University of Iowa August 2011 - December 2011
Skills
HL7, Cerner CCL, Interfacing, Healthcare Information..., Analysis, Customer Service, Access, Databases, Oracle SOA Suite, EMR, SQL, FTP, SFTP, Cerner, Linux, Cerner Open Engine, Team Building, PowerPoint, Strategic Planning, Sales, IT Operations, Oracle
Education
University of Iowa 2008 — 2012
Bachelor's degree, Double Major: Finance, Management (Entrepreneurial)
Regina High School 2004 — 2008
Rehabilitation Institute of Chicago June 2015 - Present
Cerner Corporation January 2013 - June 2015
Cerner Corporation June 2012 - January 2013
University of Iowa Krause Fund August 2011 - December 2011
University of Iowa August 2011 - December 2011
Skills
HL7, Cerner CCL, Interfacing, Healthcare Information..., Analysis, Customer Service, Access, Databases, Oracle SOA Suite, EMR, SQL, FTP, SFTP, Cerner, Linux, Cerner Open Engine, Team Building, PowerPoint, Strategic Planning, Sales, IT Operations, Oracle
Education
University of Iowa 2008 — 2012
Bachelor's degree, Double Major: Finance, Management (Entrepreneurial)
Regina High School 2004 — 2008
Beau Bunce's University of Iowa Krause Fund Experience August 2010 - December 2010
Job Marketing Project Manager at Agave Loco /RumChata
Industry Wine and Spirits
Experience
Agave Loco /RumChata July 2014 - Present
Sears Holdings Corporation February 2012 - July 2014
University of Iowa Krause Fund August 2010 - December 2010
MidAmerica Securities April 2010 - July 2010
Treasury Operations - University of Iowa August 2007 - August 2009
Skills
Valuation, Analysis, Investments, Financial Analysis, Financial Modeling, Microsoft Excel, Finance, Equity Research, Strategic Financial..., Equities, Business Analysis, Corporate Finance, Forecasting, Data Analysis
Education
Henry B. Tippie College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
University of Iowa 2007 — 2011
BBA, Finance
Agave Loco /RumChata July 2014 - Present
Sears Holdings Corporation February 2012 - July 2014
University of Iowa Krause Fund August 2010 - December 2010
MidAmerica Securities April 2010 - July 2010
Treasury Operations - University of Iowa August 2007 - August 2009
Skills
Valuation, Analysis, Investments, Financial Analysis, Financial Modeling, Microsoft Excel, Finance, Equity Research, Strategic Financial..., Equities, Business Analysis, Corporate Finance, Forecasting, Data Analysis
Education
Henry B. Tippie College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
University of Iowa 2007 — 2011
BBA, Finance
Ding Li Ding Li's University of Iowa Krause Fund Experience January 2014 - May 2014
Job Transaction Services Associate at PwC
Industry Capital Markets
Experience
PwC September 2015 - Present
PwC June 2014 - August 2014
University of Iowa Krause Fund January 2014 - May 2014
China International Capital Corporation July 2013 - August 2013
Deloitte July 2012 - August 2012
China Life Insurance Co.Ltd December 2011 - January 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Financial Reporting, Accounting, Financial Accounting, Data Analysis, Valuation, Equity Research, Teamwork, PowerPoint, Microsoft Office
Education
University of Notre Dame - Mendoza College of Business 2014 — 2015
Master of Science in Accountancy, Magna Cum Laude
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
B.B.A. in Accounting and Finance, B.S. in Mathematics, GPA 4.0
PwC September 2015 - Present
PwC June 2014 - August 2014
University of Iowa Krause Fund January 2014 - May 2014
China International Capital Corporation July 2013 - August 2013
Deloitte July 2012 - August 2012
China Life Insurance Co.Ltd December 2011 - January 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Financial Reporting, Accounting, Financial Accounting, Data Analysis, Valuation, Equity Research, Teamwork, PowerPoint, Microsoft Office
Education
University of Notre Dame - Mendoza College of Business 2014 — 2015
Master of Science in Accountancy, Magna Cum Laude
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
B.B.A. in Accounting and Finance, B.S. in Mathematics, GPA 4.0
Katelyn Wheeldon's University of Iowa Krause Fund Experience August 2014 - Present
Job Grading Assistant, Introduction to Taxation at University of Iowa Henry B. Tippie College of Business
Industry Higher Education
Experience
University of Iowa - Henry B. Tippie College of Business August 2015 - Present
University of Iowa Krause Fund August 2014 - Present
PwC May 2015 - August 2015
Principal Global Investors August 2014 - August 2014
Passage Global Capital Management May 2014 - August 2014
PwC June 2014 - June 2014
UBS May 2014 - May 2014
The University of Iowa August 2013 - May 2014
Dardis Academy May 2013 - August 2013
Bows and Ribbons Gift Wrapping October 2009 - July 2012
Skills
PowerPoint, Budgets, Microsoft Word, Microsoft Office, Social Media, Microsoft Excel, Teamwork, Public Speaking, Event Planning, Customer Service, Facebook, Photoshop, Oral & Written..., Time Management, Organization &..., Leadership
Education
University of Iowa 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance, International Business Certificate
Universidade Federal de Santa Catarina 2015 — 2015
Study Abroad
Indian Hills Community College 2010 — 2012
Entrepreneurial Studies High School Program, 4.0
Sigourney High School 2008 — 2012
University of Iowa - Henry B. Tippie College of Business August 2015 - Present
University of Iowa Krause Fund August 2014 - Present
PwC May 2015 - August 2015
Principal Global Investors August 2014 - August 2014
Passage Global Capital Management May 2014 - August 2014
PwC June 2014 - June 2014
UBS May 2014 - May 2014
The University of Iowa August 2013 - May 2014
Dardis Academy May 2013 - August 2013
Bows and Ribbons Gift Wrapping October 2009 - July 2012
Skills
PowerPoint, Budgets, Microsoft Word, Microsoft Office, Social Media, Microsoft Excel, Teamwork, Public Speaking, Event Planning, Customer Service, Facebook, Photoshop, Oral & Written..., Time Management, Organization &..., Leadership
Education
University of Iowa 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance, International Business Certificate
Universidade Federal de Santa Catarina 2015 — 2015
Study Abroad
Indian Hills Community College 2010 — 2012
Entrepreneurial Studies High School Program, 4.0
Sigourney High School 2008 — 2012
Jiazhu Zhang Jiazhu Zhang's University of Iowa Krause Fund Experience January 2010 - May 2010
Job Investment Research Analyst at MassPRIM
Industry Financial Services
Experience
Massachusetts Pension Reserves Investment Management June 2013 - Present
AEGON USA Investment Management June 2011 - May 2012
Industrial and Commercial Bank of China July 2010 - August 2010
University of Iowa Krause Fund January 2010 - May 2010
Skills
Hedge Funds, Portfolio Management, Rock Climbing, Equity Research, Bloomberg, Matlab, VBA, Microsoft Excel, Finance, Equities, Fixed Income
Education
Brandeis University 2013 — 2013
Master of Science, Finance
University of Iowa 2010 — 2012
B.B.A, Finance
Xiamen University 2006 — 2009
Bachelor of Science (B.S.), Finance, General
Massachusetts Pension Reserves Investment Management June 2013 - Present
AEGON USA Investment Management June 2011 - May 2012
Industrial and Commercial Bank of China July 2010 - August 2010
University of Iowa Krause Fund January 2010 - May 2010
Skills
Hedge Funds, Portfolio Management, Rock Climbing, Equity Research, Bloomberg, Matlab, VBA, Microsoft Excel, Finance, Equities, Fixed Income
Education
Brandeis University 2013 — 2013
Master of Science, Finance
University of Iowa 2010 — 2012
B.B.A, Finance
Xiamen University 2006 — 2009
Bachelor of Science (B.S.), Finance, General
Wei Du Wei Du's University of Iowa Krause Fund Experience August 2011 - December 2011
Job Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2013 - Present
The University of Iowa August 2012 - May 2013
J.P. Morgan June 2012 - August 2012
University of Iowa June 2010 - May 2012
University of Iowa Krause Fund August 2011 - December 2011
Northern Trust Global Investments May 2011 - August 2011
Ernst & Young - Des Moines Office June 2011 - June 2011
Shenzhen Development Bank - Jinan Branch January 2011 - January 2011
Skills
Financial Modeling, Valuation, Accounting, VBA, Microsoft Excel, Financial Analysis, Leadership, Data Analysis, Bloomberg, PowerPoint, Equity Research, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2013
Master of Accountancy Candidate, Accounting
University of Iowa - Henry B. Tippie College of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Accounting, 4.0
J.P. Morgan July 2013 - Present
The University of Iowa August 2012 - May 2013
J.P. Morgan June 2012 - August 2012
University of Iowa June 2010 - May 2012
University of Iowa Krause Fund August 2011 - December 2011
Northern Trust Global Investments May 2011 - August 2011
Ernst & Young - Des Moines Office June 2011 - June 2011
Shenzhen Development Bank - Jinan Branch January 2011 - January 2011
Skills
Financial Modeling, Valuation, Accounting, VBA, Microsoft Excel, Financial Analysis, Leadership, Data Analysis, Bloomberg, PowerPoint, Equity Research, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2013
Master of Accountancy Candidate, Accounting
University of Iowa - Henry B. Tippie College of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Accounting, 4.0
John Mickelson John Mickelson's University of Iowa Krause Fund Experience August 2008 - December 2008
Job Seeking new challenges in the PNW!
Industry Financial Services
Experience
Hydromax USA August 2014 - Present
Mid America Museum of Aviation & Transportation January 2014 - August 2014
Merritt Research Services April 2009 - December 2013
University of Iowa Krause Fund August 2008 - December 2008
InTrust Limited - Notable Services June 2008 - July 2008
Skills
Microsoft Excel, Quality Control, Data Quality Control, Financial Analysis, Municipal Bonds, 10 Key, Data Entry, Databases, Creative Writing, Training, Problem Solving, Mutual Funds, Leadership
Education
University of Iowa 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Morningside College 2004 — 2005
Hydromax USA August 2014 - Present
Mid America Museum of Aviation & Transportation January 2014 - August 2014
Merritt Research Services April 2009 - December 2013
University of Iowa Krause Fund August 2008 - December 2008
InTrust Limited - Notable Services June 2008 - July 2008
Skills
Microsoft Excel, Quality Control, Data Quality Control, Financial Analysis, Municipal Bonds, 10 Key, Data Entry, Databases, Creative Writing, Training, Problem Solving, Mutual Funds, Leadership
Education
University of Iowa 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Morningside College 2004 — 2005
Theo Ringgenberg Theo Ringgenberg's University of Iowa Krause Fund Experience January 2012 - May 2012
Job Accountant at Haverkamp Properties
Industry Financial Services
Experience
Haverkamp Properties August 2014 - Present
T.C. & B. Corporate Wearables Inc. February 2014 - March 2014
Wells Fargo March 2013 - June 2013
University of Iowa Krause Fund January 2012 - May 2012
Merritt Research Service LLC May 2011 - August 2011
Skills
Microsoft Excel, Argus Modeling, Minitab, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Equity Research, DCF, Crystal Ball, Bloomberg, Financial Statement..., Equity Valuation, Investments, Valuation, Bloomberg Terminal
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Haverkamp Properties August 2014 - Present
T.C. & B. Corporate Wearables Inc. February 2014 - March 2014
Wells Fargo March 2013 - June 2013
University of Iowa Krause Fund January 2012 - May 2012
Merritt Research Service LLC May 2011 - August 2011
Skills
Microsoft Excel, Argus Modeling, Minitab, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Equity Research, DCF, Crystal Ball, Bloomberg, Financial Statement..., Equity Valuation, Investments, Valuation, Bloomberg Terminal
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Anthony J. Bria, Jr.'s University of Iowa Krause Fund Experience January 2011 - May 2011
Job Portfolio Manager at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's July 2015 - Present
Standard & Poor's May 2014 - July 2015
Dash Financial May 2012 - May 2014
Dash Financial June 2011 - August 2011
University of Iowa Krause Fund January 2011 - May 2011
Mizuho Securities USA Inc. May 2010 - August 2010
Skills
Valuation, Equity Derivatives, Investment Banking, Finance, Options, Equity Research, Financial Modeling, Equities, Capital Markets, Financial Analysis, Financial Reporting, Accounting, Corporate Finance, FINRA, Equity Valuation, DCF, Microsoft Excel, Financial Markets, Strategic Financial...
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Standard & Poor's July 2015 - Present
Standard & Poor's May 2014 - July 2015
Dash Financial May 2012 - May 2014
Dash Financial June 2011 - August 2011
University of Iowa Krause Fund January 2011 - May 2011
Mizuho Securities USA Inc. May 2010 - August 2010
Skills
Valuation, Equity Derivatives, Investment Banking, Finance, Options, Equity Research, Financial Modeling, Equities, Capital Markets, Financial Analysis, Financial Reporting, Accounting, Corporate Finance, FINRA, Equity Valuation, DCF, Microsoft Excel, Financial Markets, Strategic Financial...
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Patrick Cornally Patrick Cornally's University of Iowa Krause Fund Experience August 2010 - December 2010
Job Investment Banking Associate at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank July 2015 - Present
Barclays Investment Bank June 2012 - June 2015
Barclays Investment Bank May 2011 - August 2011
University of Iowa Krause Fund August 2010 - December 2010
Royal Bank of Scotland May 2010 - July 2010
Skills
Investment Banking, Fixed Income, Finance, Financial Modeling, Structured Finance, Valuation, Investments, Equity Research, Special Situations, High Yield, Capital Markets, MBS, Financial Institutions, Bloomberg, Financial Regulation, Financial Accounting
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
B.B.A., Finance & Economics
Barclays Investment Bank July 2015 - Present
Barclays Investment Bank June 2012 - June 2015
Barclays Investment Bank May 2011 - August 2011
University of Iowa Krause Fund August 2010 - December 2010
Royal Bank of Scotland May 2010 - July 2010
Skills
Investment Banking, Fixed Income, Finance, Financial Modeling, Structured Finance, Valuation, Investments, Equity Research, Special Situations, High Yield, Capital Markets, MBS, Financial Institutions, Bloomberg, Financial Regulation, Financial Accounting
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
B.B.A., Finance & Economics
Martin Fahey, CRPS® Martin Fahey, CRPS®'s University of Iowa Krause Fund Experience 2009 - 2009
Job Associate Regional Director at Wells Fargo Asset Management
Industry Financial Services
Experience
Wells Fargo Capital Finance July 2015 - Present
Fidelity Investments 2013 - July 2015
Charles Schwab 2012 - 2013
Charles Schwab 2011 - 2013
University of Iowa - Krause Fund 2009 - 2009
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
University of Iowa 2004 — 2009
Bachelor of Arts (B.A.), Minor: Communications Studies
Wells Fargo Capital Finance July 2015 - Present
Fidelity Investments 2013 - July 2015
Charles Schwab 2012 - 2013
Charles Schwab 2011 - 2013
University of Iowa - Krause Fund 2009 - 2009
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
University of Iowa 2004 — 2009
Bachelor of Arts (B.A.), Minor: Communications Studies
Doug Kurt Doug Kurt's University of Iowa Krause Fund Experience January 2009 - May 2009
Job Customer Success Manager at WebFilings, Business Reporting Solutions powered by Wdesk
Industry Financial Services
Experience
WebFilings, Business Reporting Solutions powered by Wdesk June 2013 - Present
Clayton May 2012 - June 2013
Clayton Fixed Income Services June 2011 - May 2012
Wells Fargo Home Mortgage December 2009 - May 2011
University of Iowa Krause Fund January 2009 - May 2009
Skills
Finance, Microsoft Excel, Financial Analysis, Manage Client..., SEC filings, Client Education, Leadership, Analysis, Management, Customer Service, Investments, Portfolio Management, Banking, Risk Management, Employee Training, Time Management, Fixed Income, Financial Modeling, Marketing, Microsoft Office, Microsoft Word, Mortgage Lending, Social Media, Client Relations Skills, PowerPoint, Valuation, Loans
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
B.B.A., Finance
University of Newcastle 2008 — 2008
Study Abroad, Finance, Economics, Marketing
WebFilings, Business Reporting Solutions powered by Wdesk June 2013 - Present
Clayton May 2012 - June 2013
Clayton Fixed Income Services June 2011 - May 2012
Wells Fargo Home Mortgage December 2009 - May 2011
University of Iowa Krause Fund January 2009 - May 2009
Skills
Finance, Microsoft Excel, Financial Analysis, Manage Client..., SEC filings, Client Education, Leadership, Analysis, Management, Customer Service, Investments, Portfolio Management, Banking, Risk Management, Employee Training, Time Management, Fixed Income, Financial Modeling, Marketing, Microsoft Office, Microsoft Word, Mortgage Lending, Social Media, Client Relations Skills, PowerPoint, Valuation, Loans
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
B.B.A., Finance
University of Newcastle 2008 — 2008
Study Abroad, Finance, Economics, Marketing
Caitlin Johnson's University of Iowa Krause Fund Experience August 2009 - December 2009
Job Account Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust February 2012 - Present
Northern Trust December 2011 - Present
Northern Trust June 2010 - December 2011
University of Iowa Krause Fund August 2009 - December 2009
Chicago Line Cruises May 2008 - January 2009
Joint Office of Patient Financial Services October 2007 - March 2008
Chicago Lines Cruises May 2006 - August 2006
Colonial Coffee Restaurant October 2003 - February 2006
Skills
Valuation, Customer Service, Financial Analysis, Bloomberg, Fund Accounting, Microsoft Office, Financial Modeling, Hedge Funds, Financial Reporting, Mutual Funds, Account Reconciliation, Equities, Fixed Income, Accounting, Investments, Derivatives, Finance, Payroll, Microsoft Excel
Education
University of Iowa 2006 — 2010
B.B.A, Finance
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
BBA, Finance
Northern Trust February 2012 - Present
Northern Trust December 2011 - Present
Northern Trust June 2010 - December 2011
University of Iowa Krause Fund August 2009 - December 2009
Chicago Line Cruises May 2008 - January 2009
Joint Office of Patient Financial Services October 2007 - March 2008
Chicago Lines Cruises May 2006 - August 2006
Colonial Coffee Restaurant October 2003 - February 2006
Skills
Valuation, Customer Service, Financial Analysis, Bloomberg, Fund Accounting, Microsoft Office, Financial Modeling, Hedge Funds, Financial Reporting, Mutual Funds, Account Reconciliation, Equities, Fixed Income, Accounting, Investments, Derivatives, Finance, Payroll, Microsoft Excel
Education
University of Iowa 2006 — 2010
B.B.A, Finance
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
BBA, Finance
Robert Stricklin's University of Iowa Krause Fund Experience January 2009 - May 2009
Job Investment Analyst at Rush University Medical Center
Industry Hospital & Health Care
Experience
Rush University Medical Center April 2012 - Present
Allstate March 2010 - April 2012
McDonald's Corporation February 2010 - March 2010
John Pappajohn Entrepreneurial Center August 2009 - December 2009
Northern Weathermakers May 2006 - August 2009
University of Iowa Krause Fund January 2009 - May 2009
Amcor Flexibles December 2005 - January 2006
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
B.B.A., Finance
Rush University Medical Center April 2012 - Present
Allstate March 2010 - April 2012
McDonald's Corporation February 2010 - March 2010
John Pappajohn Entrepreneurial Center August 2009 - December 2009
Northern Weathermakers May 2006 - August 2009
University of Iowa Krause Fund January 2009 - May 2009
Amcor Flexibles December 2005 - January 2006
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
B.B.A., Finance
Tyler Reinhardt Tyler Reinhardt's University of Iowa Krause Fund Experience August 2010 - January 2011
Job Senior Business Unit Financial Analyst at GreatAmerica Financial Services
Industry Financial Services
Experience
GreatAmerica Financial Services April 2014 - Present
GreatAmerica Financial Services January 2011 - April 2014
University of Iowa Krause Fund August 2010 - January 2011
Hawkeye Brokerage Center/ MidWest Financial Solutions August 2010 - January 2011
State Bank of Nauvoo May 2010 - August 2010
Northwestern Mutual Internship May 2009 - January 2010
Skills
Finance, Financial Analysis, Investments, Valuation, Financial Modeling, Microsoft Excel, Analysis, Microsoft Office, Strategic Financial..., Strategic Planning, Forecasting, Financial Planning, Insurance
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
BBA Finance, Finance, General
GreatAmerica Financial Services April 2014 - Present
GreatAmerica Financial Services January 2011 - April 2014
University of Iowa Krause Fund August 2010 - January 2011
Hawkeye Brokerage Center/ MidWest Financial Solutions August 2010 - January 2011
State Bank of Nauvoo May 2010 - August 2010
Northwestern Mutual Internship May 2009 - January 2010
Skills
Finance, Financial Analysis, Investments, Valuation, Financial Modeling, Microsoft Excel, Analysis, Microsoft Office, Strategic Financial..., Strategic Planning, Forecasting, Financial Planning, Insurance
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
BBA Finance, Finance, General
Jim Sdregas Jim Sdregas's University of Iowa Krause Fund Experience January 2012 - May 2012
Job Trade Operations Specialist at Symphony Asset Management
Industry Capital Markets
Experience
Symphony Asset Management June 2015 - Present
PEAK6 Investments LP August 2013 - June 2015
Principal Financial Group January 2013 - August 2013
University of Iowa Krause Fund January 2012 - May 2012
Skills
Data Integrity, PnL, SQL, Options, Option Exchange Fees, Market Structure, Financial Modeling, Microsoft Excel, Account Reconciliation, Portia, Fund Accounting, Research, Bloomberg, Settlement, Process Improvement
Education
University of Iowa 2007 — 2012
B.S. Economics, B.S. Mathematics
Crystal Lake Central High School
Symphony Asset Management June 2015 - Present
PEAK6 Investments LP August 2013 - June 2015
Principal Financial Group January 2013 - August 2013
University of Iowa Krause Fund January 2012 - May 2012
Skills
Data Integrity, PnL, SQL, Options, Option Exchange Fees, Market Structure, Financial Modeling, Microsoft Excel, Account Reconciliation, Portia, Fund Accounting, Research, Bloomberg, Settlement, Process Improvement
Education
University of Iowa 2007 — 2012
B.S. Economics, B.S. Mathematics
Crystal Lake Central High School
Kyle Gatton, CAIA's University of Iowa Krause Fund Experience January 2011 - May 2011
Job Market Research Analyst
Industry Financial Services
Experience
Jackson National Life March 2012 - Present
Wells Fargo Home Mortgage August 2011 - December 2011
University of Iowa Recreational Services August 2009 - August 2011
University of Iowa Krause Fund January 2011 - May 2011
Centro Hispanoamericano May 2010 - August 2010
Skills
Highly Adaptable, Hard Worker, Outgoing, Excel, Microsoft Office, Spanish, Research, Inventory Management, Microsoft Excel
Education
University of Iowa 2007 — 2011
Finance, Business, Spanish
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Bachelor of Business Administration, Finance
Jackson National Life March 2012 - Present
Wells Fargo Home Mortgage August 2011 - December 2011
University of Iowa Recreational Services August 2009 - August 2011
University of Iowa Krause Fund January 2011 - May 2011
Centro Hispanoamericano May 2010 - August 2010
Skills
Highly Adaptable, Hard Worker, Outgoing, Excel, Microsoft Office, Spanish, Research, Inventory Management, Microsoft Excel
Education
University of Iowa 2007 — 2011
Finance, Business, Spanish
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Bachelor of Business Administration, Finance
Ben Pomeroy's University of Iowa Krause Fund Experience August 2008 - December 2008
Job Finance Leader at GE
Industry Computer Software
Experience
GE Software April 2015 - Present
GE Software May 2014 - April 2015
Beam September 2012 - May 2014
GE September 2011 - September 2012
GE July 2009 - August 2011
University of Iowa Krause Fund August 2008 - December 2008
General Electric June 2008 - August 2008
Ace Hardware May 2007 - August 2007
Skills
Corporate Finance, Financial Modeling, Strategic Financial..., Financial Reporting, Financial Analysis, Budgets, Finance, Industry Analysis, Business Strategy, Integration, Budgeting, Strategic Planning, Market Analysis, Operations Management, SAP, Managerial Finance, Process Improvement, Accounting, Variance Analysis, Auditing, Cash Flow, Forecasting, Consolidation, Financial Statements, Hyperion Enterprise, Strategy, Essbase, Due Diligence, Financial Audits, Business Process..., Sarbanes-Oxley Act, Cost Accounting, Internal Controls, Business Planning, Risk Management, General Ledger, Cognos, Financial Accounting, Financial Planning, Business Management, Market Research, Team Management, Team Building, Six Sigma, Supply Chain, Team Leadership, Account Reconciliation, Financial Statement..., Financial Forecasting, Salesforce.com
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Finance & Economics
GE Software April 2015 - Present
GE Software May 2014 - April 2015
Beam September 2012 - May 2014
GE September 2011 - September 2012
GE July 2009 - August 2011
University of Iowa Krause Fund August 2008 - December 2008
General Electric June 2008 - August 2008
Ace Hardware May 2007 - August 2007
Skills
Corporate Finance, Financial Modeling, Strategic Financial..., Financial Reporting, Financial Analysis, Budgets, Finance, Industry Analysis, Business Strategy, Integration, Budgeting, Strategic Planning, Market Analysis, Operations Management, SAP, Managerial Finance, Process Improvement, Accounting, Variance Analysis, Auditing, Cash Flow, Forecasting, Consolidation, Financial Statements, Hyperion Enterprise, Strategy, Essbase, Due Diligence, Financial Audits, Business Process..., Sarbanes-Oxley Act, Cost Accounting, Internal Controls, Business Planning, Risk Management, General Ledger, Cognos, Financial Accounting, Financial Planning, Business Management, Market Research, Team Management, Team Building, Six Sigma, Supply Chain, Team Leadership, Account Reconciliation, Financial Statement..., Financial Forecasting, Salesforce.com
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Finance & Economics
Yunlu Liu's University of Iowa Krause Fund Experience January 2012 - May 2012
Job MSF at University of Illinois at UrbanaChampaign
Industry Financial Services
Experience
UIUC Real Client Managed Porfolio January 2015 - Present
Cozad Asset Management (IBC-MSF practicum) December 2014 - May 2015
University of Iowa Krause Fund January 2012 - May 2012
Skills
Financial Analysis, Microsoft Excel, Data Analysis, Corporate Finance, Financial Modeling, Bloomberg, Microsoft Office, PowerPoint, Finance, Investments, Analysis, Research, Leadership
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master's Degree, Finance, General
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor's Degree, Finance, General
University of Iowa 2009 — 2013
Bachelor's Degree, Mathematics
UIUC Real Client Managed Porfolio January 2015 - Present
Cozad Asset Management (IBC-MSF practicum) December 2014 - May 2015
University of Iowa Krause Fund January 2012 - May 2012
Skills
Financial Analysis, Microsoft Excel, Data Analysis, Corporate Finance, Financial Modeling, Bloomberg, Microsoft Office, PowerPoint, Finance, Investments, Analysis, Research, Leadership
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master's Degree, Finance, General
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor's Degree, Finance, General
University of Iowa 2009 — 2013
Bachelor's Degree, Mathematics
Andrew Donovan Andrew Donovan's University of Iowa Krause Fund Experience January 2010 - May 2010
Job Sr. Client Service Representative A&E Division at Willis
Industry Insurance
Experience
Willis July 2011 - Present
Western National Insurance August 2010 - July 2011
University of Iowa Krause Fund January 2010 - May 2010
Public Health Solutions (PHS), Inc. May 2008 - August 2009
Skills
Financial Services, Insurance, Negotiation, Management, Underwriting, Professional Liability, Risk Management, Errors & Omissions, Professional Indemnity..., Insurance Brokerage, Commercial Insurance, Environmental Insurance
Education
University of Iowa 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A. Finance, Insurance and Risk Management
Cretin Derham Hall High School 2002 — 2006
Willis July 2011 - Present
Western National Insurance August 2010 - July 2011
University of Iowa Krause Fund January 2010 - May 2010
Public Health Solutions (PHS), Inc. May 2008 - August 2009
Skills
Financial Services, Insurance, Negotiation, Management, Underwriting, Professional Liability, Risk Management, Errors & Omissions, Professional Indemnity..., Insurance Brokerage, Commercial Insurance, Environmental Insurance
Education
University of Iowa 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A. Finance, Insurance and Risk Management
Cretin Derham Hall High School 2002 — 2006
Frank Mamo Frank Mamo's University of Iowa Krause Fund Experience January 2009 - May 2009
Job Associate Analyst, U.S. Public Finance at Moody's Investors Service
Industry Public Policy
Experience
Moody's Investors Service July 2014 - Present
Institute on Taxation and Economic Policy May 2013 - August 2013
The City of New York, Office of the Mayor January 2013 - May 2013
AFSCME May 2012 - August 2012
Center on Budget and Policy Priorities August 2011 - May 2012
Gathers Strategies, Inc. May 2010 - July 2011
National Australia Bank Limited May 2009 - August 2009
University of Iowa - Krause Fund January 2009 - May 2009
Skills
Fiscal Policy, Statistics, Data Analysis, Financial Modeling, Valuation, Economics, Public Policy, Stata, Policy, Analysis, Macroeconomics, Economic Research, Bloomberg, Research, Community Outreach, Policy Analysis
Education
Columbia University in the City of New York 2012 — 2014
Master of Public Administration (M.P.A.), U.S. Budget and Tax Policy
University of Iowa - Henry B. Tippie College of Business
B.B.A., Economics and Finance
Moody's Investors Service July 2014 - Present
Institute on Taxation and Economic Policy May 2013 - August 2013
The City of New York, Office of the Mayor January 2013 - May 2013
AFSCME May 2012 - August 2012
Center on Budget and Policy Priorities August 2011 - May 2012
Gathers Strategies, Inc. May 2010 - July 2011
National Australia Bank Limited May 2009 - August 2009
University of Iowa - Krause Fund January 2009 - May 2009
Skills
Fiscal Policy, Statistics, Data Analysis, Financial Modeling, Valuation, Economics, Public Policy, Stata, Policy, Analysis, Macroeconomics, Economic Research, Bloomberg, Research, Community Outreach, Policy Analysis
Education
Columbia University in the City of New York 2012 — 2014
Master of Public Administration (M.P.A.), U.S. Budget and Tax Policy
University of Iowa - Henry B. Tippie College of Business
B.B.A., Economics and Finance
Nicholas Josephs Nicholas Josephs's University of Iowa Krause Fund Experience August 2006 - December 2006
Job Index Product Trader at IMC financial markets & asset management
Industry Financial Services
Experience
IMC financial markets & asset management August 2012 - Present
Kane Asset Managemet, LLC April 2011 - May 2012
Cygnus Atratus January 2009 - March 2011
Cygnus Atratus May 2007 - January 2009
Morgan Stanley 2006 - 2007
University of Iowa Krause Fund August 2006 - December 2006
Enterprise Rent-A-Car May 2006 - August 2006
Skills
Options, Trading, Trading Strategies, Commodities, Risk Management, Excel, Derivatives, Electronic Trading, Equities, Trading Systems, Portfolio Management
Education
University of Iowa 2003 — 2007
Finance
IMC financial markets & asset management August 2012 - Present
Kane Asset Managemet, LLC April 2011 - May 2012
Cygnus Atratus January 2009 - March 2011
Cygnus Atratus May 2007 - January 2009
Morgan Stanley 2006 - 2007
University of Iowa Krause Fund August 2006 - December 2006
Enterprise Rent-A-Car May 2006 - August 2006
Skills
Options, Trading, Trading Strategies, Commodities, Risk Management, Excel, Derivatives, Electronic Trading, Equities, Trading Systems, Portfolio Management
Education
University of Iowa 2003 — 2007
Finance
Luke Schneider's University of Iowa Krause Fund Experience August 2011 - December 2011
Job Associate at Flexpoint Ford, LLC
Industry Financial Services
Experience
Flexpoint Ford, LLC July 2015 - Present
Robert W. Baird & Co. July 2013 - July 2015
Robert W. Baird & Co. May 2012 - August 2012
University of Iowa Krause Fund August 2011 - December 2011
J.P. Morgan June 2011 - July 2011
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
B.B.A., Finance and Economics
Flexpoint Ford, LLC July 2015 - Present
Robert W. Baird & Co. July 2013 - July 2015
Robert W. Baird & Co. May 2012 - August 2012
University of Iowa Krause Fund August 2011 - December 2011
J.P. Morgan June 2011 - July 2011
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
B.B.A., Finance and Economics
Caitlin Sullivan's University of Iowa Krause Fund Experience January 2015 - May 2015
Job Tax Credit Asset Management Intern at Aegon
Industry Investment Management
Experience
Aegon August 2015 - Present
SFM Mutual Insurance Company June 2015 - August 2015
University of Iowa Krause Fund January 2015 - May 2015
Formosa May 2014 - May 2015
Spotify January 2014 - August 2014
Aufderworld December 2012 - August 2013
Hillcrest Marketplace August 2012 - May 2013
Skills
Leadership, Time Management, Microsoft Office, Teamwork, Team-oriented, Facebook, Goal Oriented, Event Planning, Microsoft Excel, Learning Quickly, Efficent, Bilingual, Organized Multi-tasker, Problem Solving, Highly-motivated, Access, People Skills, PowerPoint, Microsoft Word, Patience, Communicate Clearly, Controlled, Ability to recognize..., Observant, Dedication to work, Positive Personality, Microsoft Expression, Organizational..., Task Driven, Social Networking, Customer Service, Social Skills, Critical Thinking, Data Analysis, Fundraising, Adaptability
Education
University of Iowa 2012 — 2015
Bachelor of Business Administration (BBA), Finance, Economics, Risk Management & Insurance
University of Iowa - Henry B. Tippie College of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Economics, Risk Management & Insurance
Minnetonka High School 2008 — 2012
High School Diploma with Honors, Advanced Placement & International Baccalaureate Program, 3.7
Aegon August 2015 - Present
SFM Mutual Insurance Company June 2015 - August 2015
University of Iowa Krause Fund January 2015 - May 2015
Formosa May 2014 - May 2015
Spotify January 2014 - August 2014
Aufderworld December 2012 - August 2013
Hillcrest Marketplace August 2012 - May 2013
Skills
Leadership, Time Management, Microsoft Office, Teamwork, Team-oriented, Facebook, Goal Oriented, Event Planning, Microsoft Excel, Learning Quickly, Efficent, Bilingual, Organized Multi-tasker, Problem Solving, Highly-motivated, Access, People Skills, PowerPoint, Microsoft Word, Patience, Communicate Clearly, Controlled, Ability to recognize..., Observant, Dedication to work, Positive Personality, Microsoft Expression, Organizational..., Task Driven, Social Networking, Customer Service, Social Skills, Critical Thinking, Data Analysis, Fundraising, Adaptability
Education
University of Iowa 2012 — 2015
Bachelor of Business Administration (BBA), Finance, Economics, Risk Management & Insurance
University of Iowa - Henry B. Tippie College of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Economics, Risk Management & Insurance
Minnetonka High School 2008 — 2012
High School Diploma with Honors, Advanced Placement & International Baccalaureate Program, 3.7
Baoxing Sun Baoxing Sun's University of Iowa Krause Fund Experience January 2014 - May 2014
Job CPA Candidate
Industry Accounting
Experience
HNA Group (International) Company Limited June 2015 - July 2015
University of Iowa Krause fund January 2014 - May 2014
The University of Iowa May 2013 - May 2014
Crowe Horwath LLP June 2012 - July 2012
Skills
Financial Analysis, Financial Reporting, Excel VBA, Team Building, Tax Returns, SQL, Leadership, Time Management
Education
University of Iowa 2014 — 2015
Master’s Degree, Master of Accountancy, Concentration in Finance, 3.96/4.00
University of Iowa 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance, 3.96/4.00
HNA Group (International) Company Limited June 2015 - July 2015
University of Iowa Krause fund January 2014 - May 2014
The University of Iowa May 2013 - May 2014
Crowe Horwath LLP June 2012 - July 2012
Skills
Financial Analysis, Financial Reporting, Excel VBA, Team Building, Tax Returns, SQL, Leadership, Time Management
Education
University of Iowa 2014 — 2015
Master’s Degree, Master of Accountancy, Concentration in Finance, 3.96/4.00
University of Iowa 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance, 3.96/4.00
Jon Langel Jon Langel's University of Iowa Krause Fund Experience August 2015 - Present
Job Equity Research Analyst at University of Iowa Krause Fund
Industry Financial Services
Experience
University of Iowa Krause Fund August 2015 - Present
Athene USA May 2015 - August 2015
Transform Tutoring, LLC February 2015 - May 2015
Dowling Catholic High School January 2014 - October 2014
Pattypats Restaurant May 2014 - August 2014
Skills
Microsoft Office, Research, Management, Minitab, Public Speaking, Logistic Regression, Time Management
Education
University of Iowa - Henry B. Tippie College of Business 2014 — 2017
B.B.A. Finance, B.B.A. Economics, Certificate in Risk Management and Insurance, Minor in Philosophy, Junior
University of Oklahoma 2013 — 2014
Economics
University of Iowa Krause Fund August 2015 - Present
Athene USA May 2015 - August 2015
Transform Tutoring, LLC February 2015 - May 2015
Dowling Catholic High School January 2014 - October 2014
Pattypats Restaurant May 2014 - August 2014
Skills
Microsoft Office, Research, Management, Minitab, Public Speaking, Logistic Regression, Time Management
Education
University of Iowa - Henry B. Tippie College of Business 2014 — 2017
B.B.A. Finance, B.B.A. Economics, Certificate in Risk Management and Insurance, Minor in Philosophy, Junior
University of Oklahoma 2013 — 2014
Economics
Charlie Conlon Charlie Conlon's University of Iowa Krause Fund Experience August 2012 - December 2012
Job Senior Demand Forecast Analyst at Best Buy
Industry Retail
Experience
Best Buy June 2014 - Present
Best Buy January 2013 - June 2014
University of Iowa Krause Fund August 2012 - December 2012
Wells Fargo Home Mortgage June 2012 - August 2012
University of Iowa RiverFest October 2011 - May 2012
University of Iowa Department of Science Education January 2011 - May 2012
Skills
Inventory Management, Microsoft Excel, Forecasting, Customer Service, Leadership, Microsoft Office, Retail, Merchandising, Time Management, PowerPoint, Inventory Control, Supply Chain, Team Leadership
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Economics
Best Buy June 2014 - Present
Best Buy January 2013 - June 2014
University of Iowa Krause Fund August 2012 - December 2012
Wells Fargo Home Mortgage June 2012 - August 2012
University of Iowa RiverFest October 2011 - May 2012
University of Iowa Department of Science Education January 2011 - May 2012
Skills
Inventory Management, Microsoft Excel, Forecasting, Customer Service, Leadership, Microsoft Office, Retail, Merchandising, Time Management, PowerPoint, Inventory Control, Supply Chain, Team Leadership
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Economics
David Fulcher David Fulcher's University of Iowa Krause Fund Experience January 2011 - May 2011
Job Associate at Harren Equity Partners
Industry Venture Capital & Private Equity
Experience
Harren Equity Partners July 2014 - Present
Med-Legal, Inc. July 2014 - Present
Barclays Investment Bank June 2012 - June 2014
CC Industries, Inc. February 2012 - May 2012
Barclays Investment Bank June 2011 - August 2011
University of Iowa-Krause Fund January 2011 - May 2011
Tippie Senate August 2009 - May 2011
BarclayHedge December 2009 - August 2010
Financial Management Association, The University of Iowa Chapter January 2010 - May 2010
Skills
Investment Banking, Equity Research, Corporate Development, Financial Institutions, Management, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Corporate Finance, Equities, Investments
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
BBA, Finance
Harren Equity Partners July 2014 - Present
Med-Legal, Inc. July 2014 - Present
Barclays Investment Bank June 2012 - June 2014
CC Industries, Inc. February 2012 - May 2012
Barclays Investment Bank June 2011 - August 2011
University of Iowa-Krause Fund January 2011 - May 2011
Tippie Senate August 2009 - May 2011
BarclayHedge December 2009 - August 2010
Financial Management Association, The University of Iowa Chapter January 2010 - May 2010
Skills
Investment Banking, Equity Research, Corporate Development, Financial Institutions, Management, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Corporate Finance, Equities, Investments
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
BBA, Finance
Lane French Lane French's University of Iowa Krause Fund Experience August 2014 - December 2014
Job Equity Research Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. December 2014 - Present
University of Iowa Krause Fund August 2014 - December 2014
AEGON USA Investment Management January 2014 - August 2014
Iowa City Bus Depot March 2011 - December 2013
Shirt and Simple May 2011 - September 2011
Fareway Stores, Inc. August 2008 - January 2011
Skills
Financial Analysis, Credit Research, Financial Modeling, Valuation, Leadership, Public Speaking, Management, Fixed Income Analysis, Bloomberg, Corporate Finance, Barclays Point, Leveraged Finance, Capital IQ, Investments
Education
University of Iowa 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Entrepreneurial Management, Financial Risk Management & Insurance Certificate
Robert W. Baird & Co. December 2014 - Present
University of Iowa Krause Fund August 2014 - December 2014
AEGON USA Investment Management January 2014 - August 2014
Iowa City Bus Depot March 2011 - December 2013
Shirt and Simple May 2011 - September 2011
Fareway Stores, Inc. August 2008 - January 2011
Skills
Financial Analysis, Credit Research, Financial Modeling, Valuation, Leadership, Public Speaking, Management, Fixed Income Analysis, Bloomberg, Corporate Finance, Barclays Point, Leveraged Finance, Capital IQ, Investments
Education
University of Iowa 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Entrepreneurial Management, Financial Risk Management & Insurance Certificate
Caleb Crosbie Caleb Crosbie's University of Iowa Krause Fund Experience August 2014 - December 2014
Job Incoming Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - August 2015
University of Iowa Krause Fund August 2014 - December 2014
Deloitte June 2014 - August 2014
EY January 2014 - March 2014
Sequal Lumber June 2013 - July 2013
Education
University of Iowa 2014 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Cumulative GPA: 3.96
Luther College 2011 — 2014
Credit Suisse June 2015 - August 2015
University of Iowa Krause Fund August 2014 - December 2014
Deloitte June 2014 - August 2014
EY January 2014 - March 2014
Sequal Lumber June 2013 - July 2013
Education
University of Iowa 2014 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Cumulative GPA: 3.96
Luther College 2011 — 2014
Leo Franz Leo Franz's University of Iowa Krause Fund Experience January 2014 - May 2014
Job Assurance Intern at PwC
Industry Accounting
Experience
Recreational Services Iowa August 2011 - May 2015
Inspire Ventures June 2014 - August 2014
University of Iowa Krause Fund January 2014 - May 2014
University of Iowa August 2012 - August 2012
Skills
Facebook, Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Investments, Microsoft Word
Education
University of Iowa 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance/Accounting
CIMBA 2013 — 2013
Undergraduate Study Abroad Program
Recreational Services Iowa August 2011 - May 2015
Inspire Ventures June 2014 - August 2014
University of Iowa Krause Fund January 2014 - May 2014
University of Iowa August 2012 - August 2012
Skills
Facebook, Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Investments, Microsoft Word
Education
University of Iowa 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance/Accounting
CIMBA 2013 — 2013
Undergraduate Study Abroad Program
David Bussey's University of Iowa Krause Fund Experience September 2014 - December 2014
Job Wealth and Investment Manager at Christopher Lee Financial
Industry Financial Services
Experience
Christopher Lee Financial September 2014 - Present
University of Iowa Krause Fund September 2014 - December 2014
Medica May 2014 - August 2014
The University of Iowa November 2013 - May 2014
The Goodman Group LLC May 2012 - August 2013
Halla Greens Golf Course April 2011 - August 2011
Skills
Time Management, Microsoft Excel, Finance, Event Planning, Team Leadership, Teamwork, Training, Task Driven, Problem Solving, Customer Service, TM1, Access, Integrity, Customer Satisfaction, Fair Housing, Property Management, Accounts Payable, Monthly Close, PowerPoint, Social Media, Leadership, Microsoft Office, Microsoft Word, Financial Analysis, Interior Design, Yoga, Grills, Hiking, Investments, Public Speaking
Education
University of Iowa 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, Senior
Christopher Lee Financial September 2014 - Present
University of Iowa Krause Fund September 2014 - December 2014
Medica May 2014 - August 2014
The University of Iowa November 2013 - May 2014
The Goodman Group LLC May 2012 - August 2013
Halla Greens Golf Course April 2011 - August 2011
Skills
Time Management, Microsoft Excel, Finance, Event Planning, Team Leadership, Teamwork, Training, Task Driven, Problem Solving, Customer Service, TM1, Access, Integrity, Customer Satisfaction, Fair Housing, Property Management, Accounts Payable, Monthly Close, PowerPoint, Social Media, Leadership, Microsoft Office, Microsoft Word, Financial Analysis, Interior Design, Yoga, Grills, Hiking, Investments, Public Speaking
Education
University of Iowa 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, Senior
Alex Sturwold's University of Iowa Krause Fund Experience August 2010 - June 2011
Job Partner at ONE Companies, LLC
Industry Real Estate
Experience
ONE Companies, LLC July 2014 - Present
Apogee Stores, LLC May 2014 - Present
Merrill Lynch July 2012 - July 2014
Merrill Lynch June 2011 - August 2011
University of Iowa Krause Fund August 2010 - June 2011
Horwitz & Associates July 2010 - August 2010
Bollinger Ruberry & Garvey LLP June 2007 - August 2010
Skills
Investment Properties, Valuation, Financial Modeling, Financial Analysis, Bloomberg, Real Estate Development, Real Estate, Multi-family Investments, Commercial Real Estate, Investment Banking, Mobile Home Parks, Arbitrage, Leadership, Entrepreneurship, Equities, Venture Capital, Mergers & Acquisitions, Due Diligence
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Entrepreneurial Management
ONE Companies, LLC July 2014 - Present
Apogee Stores, LLC May 2014 - Present
Merrill Lynch July 2012 - July 2014
Merrill Lynch June 2011 - August 2011
University of Iowa Krause Fund August 2010 - June 2011
Horwitz & Associates July 2010 - August 2010
Bollinger Ruberry & Garvey LLP June 2007 - August 2010
Skills
Investment Properties, Valuation, Financial Modeling, Financial Analysis, Bloomberg, Real Estate Development, Real Estate, Multi-family Investments, Commercial Real Estate, Investment Banking, Mobile Home Parks, Arbitrage, Leadership, Entrepreneurship, Equities, Venture Capital, Mergers & Acquisitions, Due Diligence
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Entrepreneurial Management
Alexander Motola Alexander Motola's University of Iowa Krause Fund Experience January 2012 - May 2012
Job Analyst Financial Institutions Group at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank July 2013 - Present
BMO Harris Bank July 2013 - May 2014
GE Capital May 2012 - August 2012
University of Iowa Krause Fund January 2012 - May 2012
SXC Health Solutions December 2011 - January 2012
SXC Health Solutions May 2011 - August 2011
Skills
Analysis, Financial Forecasting, Financial Modeling, Financial Analysis, Finance, Microsoft Excel, Valuation, Bloomberg, Asset Management, Corporate Finance, Investments
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
BBA, Finance and Economics
Providence Catholic
BMO Harris Bank July 2013 - Present
BMO Harris Bank July 2013 - May 2014
GE Capital May 2012 - August 2012
University of Iowa Krause Fund January 2012 - May 2012
SXC Health Solutions December 2011 - January 2012
SXC Health Solutions May 2011 - August 2011
Skills
Analysis, Financial Forecasting, Financial Modeling, Financial Analysis, Finance, Microsoft Excel, Valuation, Bloomberg, Asset Management, Corporate Finance, Investments
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
BBA, Finance and Economics
Providence Catholic
Alper Tuken Alper Tuken's University of Iowa Krause Fund Experience August 2010 - December 2010
Job Equity Research Associate at William Blair & Company
Industry Accounting
Experience
William Blair & Company May 2014 - Present
Deloitte September 2012 - May 2014
University of Iowa Krause Fund August 2010 - December 2010
John Deere May 2010 - August 2010
Skills
Finance, Financial Statement..., Strategic Financial..., Forecasting, Tax Accounting, Financial Audits, General Ledger, Access, Microsoft Word, SEC filings, Big 4, Due Diligence, Data Analysis, Microsoft Office, Time Management, Tax Preparation, QuickBooks, Budgets, Bloomberg, Cash Flow, Private Equity
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
B.B.A, Accounting & Finance
William Blair & Company May 2014 - Present
Deloitte September 2012 - May 2014
University of Iowa Krause Fund August 2010 - December 2010
John Deere May 2010 - August 2010
Skills
Finance, Financial Statement..., Strategic Financial..., Forecasting, Tax Accounting, Financial Audits, General Ledger, Access, Microsoft Word, SEC filings, Big 4, Due Diligence, Data Analysis, Microsoft Office, Time Management, Tax Preparation, QuickBooks, Budgets, Bloomberg, Cash Flow, Private Equity
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
B.B.A, Accounting & Finance
Thomas Sheedy McGeorge, CFP®, CRPC®'s University of Iowa Krause Fund Experience August 2010 - December 2010
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Morgan Stanley November 2014 - August 2015
Morgan Stanley July 2011 - October 2014
Lake Shore Country Club May 2011 - September 2011
Insight Global January 2011 - May 2011
University of Iowa Krause Fund August 2010 - December 2010
Morgan Stanley May 2010 - August 2010
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A. Finance, Minor in Sports Studies
Salpointe Catholic High School 2002 — 2006
Morgan Stanley September 2015 - Present
Morgan Stanley November 2014 - August 2015
Morgan Stanley July 2011 - October 2014
Lake Shore Country Club May 2011 - September 2011
Insight Global January 2011 - May 2011
University of Iowa Krause Fund August 2010 - December 2010
Morgan Stanley May 2010 - August 2010
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A. Finance, Minor in Sports Studies
Salpointe Catholic High School 2002 — 2006
Yoav Stramer Yoav Stramer's University of Iowa Krause Fund Experience August 2008 - January 2009
Job Analyst at Twin Capital Management LLC
Industry Financial Services
Experience
Twin Capital Management LLC May 2013 - Present
UBS Investment Bank July 2010 - May 2013
UBS Securities June 2009 - July 2009
University of Iowa Krause Fund August 2008 - January 2009
DT Trading, CBOT June 2008 - August 2008
Merrill Lynch Global Private Client June 2007 - August 2007
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
Twin Capital Management LLC May 2013 - Present
UBS Investment Bank July 2010 - May 2013
UBS Securities June 2009 - July 2009
University of Iowa Krause Fund August 2008 - January 2009
DT Trading, CBOT June 2008 - August 2008
Merrill Lynch Global Private Client June 2007 - August 2007
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
Matt Halverson's University of Iowa Krause Fund Experience September 2008 - December 2008
Job Student at University of Iowa Henry B. Tippie College of Business
Industry Banking
Experience
University of Iowa Krause Fund September 2008 - December 2008
Billow Butler & Company May 2008 - August 2008
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
University of Iowa Krause Fund September 2008 - December 2008
Billow Butler & Company May 2008 - August 2008
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
Amanda Mahoski's University of Iowa Krause Fund Experience January 2006 - May 2006
Job Senior Equity Analyst at BlueCrest Capital Management, LLP
Industry Financial Services
Experience
BlueCrest Capital Management, LLP December 2013 - Present
Balyasny Asset Management July 2009 - November 2013
Barclays Capital July 2007 - June 2009
Lehman Brothers May 2006 - July 2006
University of Iowa Krause Fund January 2006 - May 2006
Merrill Lynch May 2005 - August 2005
Skills
Hedge Funds, Investments, Equities, Equity Research, Financial Modeling, Capital Markets, Bloomberg, Finance, Valuation, Investment Banking, Fixed Income, Alternative Investments, Corporate Finance
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
BA, Finance
BlueCrest Capital Management, LLP December 2013 - Present
Balyasny Asset Management July 2009 - November 2013
Barclays Capital July 2007 - June 2009
Lehman Brothers May 2006 - July 2006
University of Iowa Krause Fund January 2006 - May 2006
Merrill Lynch May 2005 - August 2005
Skills
Hedge Funds, Investments, Equities, Equity Research, Financial Modeling, Capital Markets, Bloomberg, Finance, Valuation, Investment Banking, Fixed Income, Alternative Investments, Corporate Finance
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
BA, Finance
Tian Lin's University of Iowa Krause Fund Experience August 2010 - December 2010
Job Associate at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2015 - Present
Houlihan Lokey May 2012 - June 2015
Credit Suisse Founder Securities Ltd June 2011 - July 2011
University of Iowa Krause Fund August 2010 - December 2010
Aviva Investors January 2010 - July 2010
Bank of America June 2009 - July 2009
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Houlihan Lokey July 2015 - Present
Houlihan Lokey May 2012 - June 2015
Credit Suisse Founder Securities Ltd June 2011 - July 2011
University of Iowa Krause Fund August 2010 - December 2010
Aviva Investors January 2010 - July 2010
Bank of America June 2009 - July 2009
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Alex Christ's University of Iowa Krause Fund Experience August 2010 - December 2010
Job Technology Investing at Advance Vixeid Partners
Industry Venture Capital & Private Equity
Experience
Advance Vixeid Partners July 2015 - Present
ICONIQ Capital July 2014 - July 2015
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
University of Iowa Krause Fund August 2010 - December 2010
PricewaterhouseCoopers June 2010 - August 2010
BTC Capital Management / Bankers Trust May 2009 - August 2009
Robert W. Baird & Co. June 2008 - August 2008
Applied Art & Technology August 2007 - March 2008
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2011
B.B.A., Finance, Accounting
Central Academy
Roosevelt High School
Advance Vixeid Partners July 2015 - Present
ICONIQ Capital July 2014 - July 2015
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
University of Iowa Krause Fund August 2010 - December 2010
PricewaterhouseCoopers June 2010 - August 2010
BTC Capital Management / Bankers Trust May 2009 - August 2009
Robert W. Baird & Co. June 2008 - August 2008
Applied Art & Technology August 2007 - March 2008
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2011
B.B.A., Finance, Accounting
Central Academy
Roosevelt High School
Adam Maeder's University of Iowa Krause Fund Experience January 2010 - May 2010
Job Associate Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2015 - Present
Westwicke Partners, LLC October 2013 - May 2015
Piper Jaffray June 2010 - July 2013
University of Iowa Krause Fund January 2010 - May 2010
Principal Global Investors January 2009 - August 2009
Baker Tilly Virchow Krause, LLP June 2008 - July 2008
Skills
Financial Modeling, Investments, Equity Capital Markets, Valuation, Bloomberg, Equities, Financial Analysis, Investor Relations, FactSet
Education
University of Iowa - Henry B. Tippie College of Business
B.B.A., Finance
IES Institute of Milan, Italy
Wells Fargo Securities May 2015 - Present
Westwicke Partners, LLC October 2013 - May 2015
Piper Jaffray June 2010 - July 2013
University of Iowa Krause Fund January 2010 - May 2010
Principal Global Investors January 2009 - August 2009
Baker Tilly Virchow Krause, LLP June 2008 - July 2008
Skills
Financial Modeling, Investments, Equity Capital Markets, Valuation, Bloomberg, Equities, Financial Analysis, Investor Relations, FactSet
Education
University of Iowa - Henry B. Tippie College of Business
B.B.A., Finance
IES Institute of Milan, Italy
Colleen Jemmi's University of Iowa Krause Fund Experience August 2009 - December 2009
Job Digital Sales Planner at Disney ABC Television Group
Industry Marketing and Advertising
Experience
Disney ABC Television Group August 2014 - Present
Cramer-Krasselt July 2013 - August 2014
Starcom MediaVest Group September 2010 - June 2013
University of Iowa Krause Fund August 2009 - December 2009
Skills
Data Analysis, Marketing, Media Planning, Media Buying, Online & Offline Media, Digital Media, Media Strategy, Digital Strategy, DoubleClick, comScore, Digital Marketing, Social Media, Social Media Marketing
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A., Finance
Disney ABC Television Group August 2014 - Present
Cramer-Krasselt July 2013 - August 2014
Starcom MediaVest Group September 2010 - June 2013
University of Iowa Krause Fund August 2009 - December 2009
Skills
Data Analysis, Marketing, Media Planning, Media Buying, Online & Offline Media, Digital Media, Media Strategy, Digital Strategy, DoubleClick, comScore, Digital Marketing, Social Media, Social Media Marketing
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A., Finance
Zachary Schroeder's University of Iowa Krause Fund Experience January 2009 - May 2009
Job Associate Director at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings March 2015 - Present
Sterne Agee March 2010 - March 2015
LaSalle Street Consulting Group of Raymond James May 2009 - February 2010
University of Iowa Krause Fund January 2009 - May 2009
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
B.B.A. Finance
Fitch Ratings March 2015 - Present
Sterne Agee March 2010 - March 2015
LaSalle Street Consulting Group of Raymond James May 2009 - February 2010
University of Iowa Krause Fund January 2009 - May 2009
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
B.B.A. Finance
Brett Vining's University of Iowa Krause Fund Experience August 2011 - December 2011
Job Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2013 - Present
Goldman Sachs May 2012 - August 2012
University of Iowa Krause Fund August 2011 - December 2011
State Street June 2011 - August 2011
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Universidad Andres Bello
Goldman Sachs July 2013 - Present
Goldman Sachs May 2012 - August 2012
University of Iowa Krause Fund August 2011 - December 2011
State Street June 2011 - August 2011
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Universidad Andres Bello
Travis Espenhover's University of Iowa Krause Fund Experience January 2012 - May 2012
Job Account Executive at CIH Associates, LLC
Industry Financial Services
Experience
CIH Associates, LLC May 2012 - Present
University of Iowa Krause Fund January 2012 - May 2012
Surroundings August 2010 - May 2012
Kacena Real Estate Management May 2011 - August 2011
Northwestern Mutual May 2010 - August 2010
Skills
Commodity Risk..., Options Strategies, Futures Trading, Risk Management, Hedging, Financial Risk, Finance, Financial Analysis, Investments, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Outlook, Valuation, Access, Insurance
Education
University of Iowa 2008 — 2012
B.B.A, Finance, Risk Management/Insurance
CIH Associates, LLC May 2012 - Present
University of Iowa Krause Fund January 2012 - May 2012
Surroundings August 2010 - May 2012
Kacena Real Estate Management May 2011 - August 2011
Northwestern Mutual May 2010 - August 2010
Skills
Commodity Risk..., Options Strategies, Futures Trading, Risk Management, Hedging, Financial Risk, Finance, Financial Analysis, Investments, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Outlook, Valuation, Access, Insurance
Education
University of Iowa 2008 — 2012
B.B.A, Finance, Risk Management/Insurance
Alex Main's University of Iowa Krause Fund Experience January 2012 - May 2012
Job Financial Services Professional
Industry Financial Services
Experience
University of Iowa Krause Fund January 2012 - May 2012
Merrill Lynch Wealth Management June 2011 - August 2011
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
University of Iowa Krause Fund January 2012 - May 2012
Merrill Lynch Wealth Management June 2011 - August 2011
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General