University of Oregon Investment Group
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University of Oregon Investment Group Employees
Intel July 2014 - Present
Sauvie Island Center June 2012 - Present
Bakery Bingo blog May 2011 - Present
Intel Corporation April 2012 - July 2014
Planar Systems February 2010 - April 2012
McCormick & Schmick's Seafood Restaurants January 2008 - February 2010
PricewaterhouseCoopers September 2007 - 2008
Oregon Society of CPAs 2007 - 2008
University of Oregon Investment Group May 2005 - June 2007
Skills
SEC filings, Journal Entries, Accounting, Financial Reporting, Microsoft Excel, Account Reconciliation, Process Improvement, General Ledger, GAAP, Auditing, Sarbanes-Oxley Act, Internal Controls
Education
University of Oregon - Charles H. Lundquist College of Business 2005 — 2007
BS, Accounting
Drew University 2003 — 2005
Oreogn Episcopal School
PwC June 2015 - Present
University of Oregon Investment Group December 2014 - June 2015
Oregon Business Consulting Group September 2014 - June 2015
RVK, Inc. June 2014 - September 2014
Accenture June 2013 - December 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Photoshop, Accounting, French, Social Media, Finance, Leadership, Public Speaking, Research, Economics, Time Management, Analysis, Marketing, Access, Data Analysis, Financial Analysis, Market Research, Financial Modeling, Data Entry
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2015
Bachelor of Arts (BA), Accounting, Junior
Copenhagen Business School 2013 — 2013
Undergraduate Exchange Program, International Economics
Crescent Valley 2007 — 2011
UBS Investment Bank March 2015 - Present
Houlihan Lokey July 2014 - March 2015
University of Oregon Investment Group June 2013 - July 2014
Amazon June 2013 - December 2013
Services for Student Athletes, University of Oregon July 2012 - April 2013
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Data Analysis, Financial Reporting, Accounting
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2014
Bachelor of Science (B.S.), Finance; Minor in Economics
Cambia Health Solutions April 2012 - Present
Cambia Health Solutions June 2011 - May 2012
The Regence Group January 2010 - June 2011
The Regence Group June 2009 - December 2009
University of Oregon December 2008 - December 2009
University of Oregon Investment Group March 2007 - June 2009
Skills
Financial Modeling, Analysis, Financial Analysis, Strategy, Strategic Financial..., Finance, Business Process..., Forecasting, Microsoft Excel, Health Insurance, Medicare Advantage, Star Ratings, FEP, Data Analysis, Financial Reporting, Corporate Finance, Portfolio Management, Investments, Budgets
Education
Marylhurst University 2013 — 2015
Master of Business Administration (MBA), Healthcare Management
University of Oregon 2005 — 2009
BS, Economics
University of Oregon - Charles H. Lundquist College of Business 2005 — 2009
BS, Business Finance
RBC Capital Markets June 2015 - Present
University of Oregon Investment Group May 2015 - Present
University of Oregon Investment Group November 2014 - Present
University of Oregon Investment Group February 2014 - Present
Journey Tree Financial Planning & Investments October 2014 - January 2015
Columbia Edgewater Country Club June 2014 - September 2014
Columbia Edgewater Country Club June 2013 - September 2014
Catholic Youth Organization August 2009 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Financial Modeling, Financial Accounting, Company Valuation, FactSet, Economics, Mathematics, Office Management, Organization
Education
University of Oregon 2012 — 2016
Bachelor of Science (B.S.), Accounting & Economics
Wells Capital Management September 2007 - Present
University of Oregon Investment Group February 2006 - June 2007
Bank of America June 2006 - August 2006
Skills
VBA, Chartered Financial..., Trading, Portfolio Management, Fixed Income, DTS, Credit Risk, Risk Management, Portfolio Performance..., Asset Allocation, Performance Attribution, Bloomberg Terminal, Bloomberg API, Barclays Point, MarketAxess, BondEdge, SQL, Microsoft Excel, MS Excel Pivot Tables, Solver, Investment Management, Buy-side, PowerPoint, Microsoft Office
Education
University of Oregon 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Economics
Citi June 2014 - Present
University of Oregon Investment Group May 2013 - June 2014
UBS Investment Bank June 2013 - August 2013
University of Oregon Investment Group October 2012 - May 2013
Morgan Stanley Wealth Management June 2012 - September 2012
University of Oregon Motion Analysis Laboratory October 2011 - March 2012
Kaiser Permanente June 2011 - September 2011
Skills
Valuation, Financial Modeling, Portfolio Management, Asset Allocation, Strategic Financial..., Factset, Business Development, Investments, Finance, Investment Banking, Due Diligence, Mergers & Acquisitions, Analysis, Equities, Corporate Finance, Fixed Income, Financial Planning, Networking
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
PagerDuty November 2014 - Present
Jive Software June 2012 - November 2014
University of Oregon Investment Group April 2011 - June 2012
Fred Meyer June 2011 - September 2011
NobleWorks, Inc March 2010 - May 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Modeling, Financial Analysis, SPSS, Access, Accounting, Teamwork, Time Management, Forecasting
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2012
Bachelor of Science, Business Administration
Consortium Institute of Management and Business Analysis (CIMBA) 2011 — 2011
Business Administration and Economics
Stevens Institute of Technology 2008 — 2010
Business & Technology
FTI Consulting May 2014 - Present
Moss Adams LLP September 2012 - May 2014
Liberty Mutual Group June 2011 - September 2012
University of Oregon Investment Group September 2009 - June 2011
M Financial Group June 2010 - September 2010
Education
University of Oregon 2007 — 2011
Bachelor of Science, Business Administration (Honors), Economics
University of Oregon Investment Group March 2014 - Present
University of Oregon Financial Management Organization March 2014 - Present
City National Bank 2015 - 2015
City National Bank 2015 - 2015
Great Harvest Bread Co. April 2009 - September 2013
Sunset Athletic Club June 2009 - August 2013
Skills
Microsoft Excel, Financial Modeling, Finance, Public Speaking, Baking, Time Management, Social Networking, Critical Thinking, Leadership, Microsoft Office, Cashiering, Teamwork, Food Service, PowerPoint, Microsoft Word, Customer Service
Education
University of Oregon 2012 — 2016
Bachelor's Degree, Finance, Economics, Junior
California United Bank September 2015 - Present
California United Bank (1st Enterprise Bank) June 2014 - Present
University of Oregon Investment Group October 2013 - March 2014
1st Enterprise Bank June 2012 - September 2013
Skills
Finance, Credit Analysis, Microsoft Excel, Microsoft Office, Comparable Analysis, DCF Valuation, Financial Modeling
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2014
Bachelor of Science, Business Administration- Finance Minor: Economics, Graduated
University of Oregon June 2014 - Present
University of Oregon March 2014 - Present
University of Oregon Investment Group February 2014 - Present
University of Oregon Financial Management Association February 2014 - Present
Longteng Financial Co., LTD October 2007 - September 2009
Skills
Accounting, Financial Reporting, Teamwork, Microsoft Word, Public Speaking, Leadership, Time Management, Financial Analysis
Education
University of Oregon-Honors Program 2012 — 2015
Bachelor's degree, Accounting
Edmonds Community College 2011 — 2012
Associate's Degree, Accounting and Business/Management, 3.85
BlackRock August 2014 - Present
University of Oregon Investment Group May 2013 - April 2014
Credit Suisse June 2013 - August 2013
University of Oregon Investment Group May 2012 - June 2013
U.S. Bank June 2012 - September 2012
University of Oregon Investment Group April 2012 - May 2012
John R. Adkisson PC February 2012 - May 2012
Education
University of Oregon 2010 — 2014
Bachelor of Science (B.S.), Finance, General, Senior
Hall Capital Partners LLC April 2015 - Present
University of Oregon Investment Group February 2013 - Present
Morgan Stanley Wealth Management July 2014 - September 2014
Gorilla Marketing June 2013 - September 2013
Skills
Financial Analysis, Financial Modeling, Finance, Valuation, Accounting, Corporate Finance, Analysis, Leadership, Data Analysis, Market Research, Entrepreneurship, Microsoft Excel, Analytics, Access, Strategy, PowerPoint, Public Speaking
Education
University of Oregon - Charles H. Lundquist College of Business 2012 — 2016
Finance Major & Economics Minor
Disney Interactive January 2015 - July 2015
Amazon March 2014 - October 2014
Lundquist Center for Entrepreneurship July 2013 - March 2014
University of Oregon Investment Group February 2013 - March 2014
University of Oregon Braddock Center June 2013 - September 2013
College of Education, University of Oregon January 2012 - July 2013
Skills
Microsoft Excel, Financial Modeling, Research, PowerPoint, SPSS, Teamwork, Public Speaking, Accounting, Analytical Skills, DCF Valuation, Microsoft Office, Data Analysis, Interpersonal Skill, Financial Reporting, Microsoft Word, Corporate Finance, Higher Education, Community Outreach, Leadership, MySQL, Financial Analysis, Fundamental Research
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2014
B.S., Accounting and Finance
Point B June 2015 - Present
Oregon Business Consulting Group January 2015 - June 2015
RBC Capital Markets June 2014 - August 2014
University of Oregon Investment Group May 2013 - June 2014
Willamette Angel Conference March 2014 - May 2014
Morgan Stanley Wealth Management June 2013 - August 2013
University of Oregon Investment Group March 2012 - May 2013
Skills
Valuation, Financial Analysis, Microsoft Excel, DCF, Financial Modeling, Equity Research, Leadership, PowerPoint, Entrepreneurship, Analysis
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance, Summa Cum Laude
WHU – Otto Beisheim School of Management
Westside Christian High School
Tableau Software April 2015 - Present
Tableau Software June 2014 - April 2015
Tableau Software October 2013 - June 2014
Tableau Software July 2012 - September 2013
Intel Corporation July 2011 - July 2012
University of Oregon Investment Group March 2010 - June 2011
UO Athletic Department April 2008 - December 2008
Skills
Finance, Data Analysis, Investments, Event Management, Facebook, Analysis, Advertising, Research, Databases, Microsoft Excel, Customer Service, PowerPoint, Financial Analysis, Teamwork, Portfolio Management, Microsoft Office, Tableau, Salesforce.com, Analytics, Marketing
Education
University of Oregon 2007 — 2011
Bachelor of Science, Major: Business Administration, Minor: Communication Studies
CIMBA
Hall Capital Partners LLC January 2015 - Present
Oregon Business Consulting Group January 2014 - December 2014
University of Oregon Investment Group October 2013 - December 2014
Merrill Lynch June 2014 - September 2014
Merrill Lynch June 2013 - September 2013
Skills
Strategic Financial..., Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Data Analysis, Microsoft Word, FactSet, Asset Allocation, Valuation, Management, Investment Banking, Investments
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2014
Bachelor of Science (BS), Business Administration
Miramonte High School 2006 — 2010
Precision Castparts January 2014 - Present
Precision Castparts January 2013 - December 2013
Aequitas Capital Management August 2012 - December 2012
University of Oregon investment Group September 2011 - June 2012
Leadership In Action Class September 2011 - December 2011
M Financial Group June 2011 - September 2011
Ivey Performance Marketing June 2010 - August 2010
Portland Trail Blazers June 2009 - June 2009
The Oregon Golf Club June 2006 - September 2007
Skills
Microsoft Office, Discounted Cash Flow..., Comparable Analysis, Analyzing Financial..., Life Insurance..., Group Work, Selling Ideas, Playing Challenger Role, Experienced with..., Financial Accounting, Inventory Management, Variance Analysis, Managerial Finance, Syteline ERP, Data Analysis, Data Mining, VBA, Monthly Closing, Microsoft Excel, Financial Statements, Financial Statement..., Account Reconciliation, Budget Process, Financial Analysis, Journal Entries, Cash Flow Forecasting
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2012
Bachelor of Arts, Business, Finance
Endeavour Capital August 2015 - Present
Young Entrepreneurs Business Week August 2011 - Present
RBC Capital Markets June 2013 - July 2015
University of Oregon Investment Group May 2012 - June 2013
Amplify Apparel, LLC August 2011 - June 2013
RBC Capital Markets June 2012 - August 2012
University of Oregon Investment Group March 2011 - May 2012
Ferguson Wellman Capital Management, Inc June 2011 - September 2011
Education
University of Oregon 2010 — 2013
BS - Accounting: Lundquist College of Business Honors Program, Focus in Finance and Minor in Economics, Alumni
Tigard High School 2006 — 2010
International Baccalaureate Diploma, Valedictorian
Bento for business January 2015 - Present
Three Degree Logistics December 2012 - January 2014
Hope Investments July 2012 - December 2012
University of Oregon Investment Group October 2011 - June 2012
Sunshine Catering July 2008 - June 2012
Skills
JavaScript, AngularJS, Node.js, CSS, jQuery, Backbone.js, MongoDB, SQL, Git, AJAX, Python, HTML5, Underscore.js, GruntJS, Mongoose, D3.js, Ionic, Karma, Mocha, Logistics, Valuation, Financial Analysis, Transportation, Financial Modeling, Finance, HTML, Business Planning, Analysis, Management, Microsoft Excel, Business Analysis, Microsoft Word, Microsoft Office, Business Strategy, Venture Capital, PowerPoint, Economics
Education
Hack Reactor
University of Oregon 2008 — 2012
Bachelor's Degree, Finance, Economics, Computer Science
Anyone™ Collective LLC June 2012 - Present
University of Oregon Athletics April 2013 - June 2014
UO American Marketing Association May 2012 - April 2013
University of Oregon Investment Group March 2012 - September 2012
Skills
Excel, Basecamp, Keynote, PowerPoint, Word, Fluent in Vietnamese, Microsoft Excel, Microsoft Word, Events Coordination, Editing, Finance, Production Planning, Public Speaking, Sponsorship, Sports, Event Planning, Social Networking, Microsoft Office
Education
University of Oregon 2010 — 2014
Bachelor's Degree, Major in Business Administration, Concentration in Marketing, and Minor in Economics
RVK, Inc. December 2014 - Present
RVK, Inc. October 2012 - December 2014
RVK, Inc. May 2011 - October 2012
Fisher Investments September 2010 - May 2011
University of Oregon Investment Group September 2009 - June 2010
Skills
Equity Valuation, DCF, Modeling, Investment Strategies, Financial Modeling, Equities, Financial Analysis, Asset Allocation, Valuation, Investments, Hedge Funds, Economics, Capital Markets, Performance Analysis, Portfolio Performance..., Portfolio Management, Portfolio Optimization, Risk Analysis, Econometric Modeling, Due Diligence, Bloomberg, Alternative Investments
Education
University of Oregon 2006 — 2010
Bachelor of Science, Economics
Sunset
University of Oregon Investment Group October 2013 - June 2014
Alain Pinel Realtors 2014 - 2014
Inter Fraternal Council February 2013 - December 2013
Dodge & Cox June 2013 - August 2013
Phi Kappa Psi Fraternity November 2011 - September 2012
RS Tennis Academy June 2010 - September 2012
Skills
Microsoft Excel, Social Networking, PowerPoint, Facebook, Event Planning, Teamwork, Team Leadership, Financial Analysis, Public Speaking, Microsoft Word, Social Media, Microsoft Office, Team Building, Customer Service, Fundraising, Word, DCF Valuation, Financial Statement..., Microsoft CRM
Education
University of Oregon 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Finance
Saint Ignatius College Preparatory 2006 — 2010
Patrick Capital LLC January 2014 - Present
University of Oregon Investment Group May 2012 - May 2013
Flotilla Trading LLC. June 2012 - September 2012
University of Oregon Investment Group September 2009 - May 2012
Smart Portfolios, LLC June 2011 - September 2011
Helm Capital Management June 2009 - September 2009
Skills
Equity Trading, Options, Technical Analysis, Volatility, Valuation, DCF Valuation, Trading Apple, Risk Management, Risk Assessment, Options Strategies, Stock Market, Trading, Equities, Hedge Funds, Portfolio Management, Derivatives, Financial Markets, Finance
Education
University of Oregon 2009 — 2013
RBC Capital Markets July 2015 - Present
Sapient Private Wealth Management October 2014 - June 2015
University of Oregon Investment Group October 2013 - June 2015
Pacific Crest Securities July 2014 - September 2014
Pacific Crest Securities June 2014 - July 2014
Credit Concepts Inc. September 2011 - June 2012
Skills
Equity Research, Equity Valuation, Financial Modeling, Economics, Data Analysis, Equity Derivatives, Financial Accounting, Econometrics, Analysis, Quantitative Analytics, Macroeconomics, Financial Economics, Financial Management, Monetary Policy, Financial Risk, Mathematics, Stata, Microsoft Excel
Education
University of Oregon 2011 — 2015
Bachelor of Science (BS), Econometrics and Quantitative Economics
University of Oregon - Charles H. Lundquist College of Business 2011 — 2015
Bachelor of Science (B.S.), Accounting
Levin Capital Strategies May 2013 - Present
Robert W. Baird & Co. July 2010 - May 2013
Merrill Lynch August 2009 - April 2010
Intel June 2008 - January 2009
University of Oregon Investment Group October 2007 - January 2009
Noble Environmental Power June 2007 - September 2007
Skills
CFA: Passed all three..., Certifications: Series..., Fundamental company..., Valuation methodologies..., Valuation, Investments, Portfolio Management, Strategic Financial..., Securities, Business Strategy, Analysis, Finance, Financial Modeling, Equity Research, Equities, Investment Banking, Series 7, Corporate Finance, Bloomberg
Education
University of Oregon 2005 — 2009
BS, Finance, Economics
Goldman Sachs July 2014 - Present
University of Oregon Investment Group October 2012 - June 2014
Hanergy Global Solar Asia Pacific Limited March 2014 - March 2014
Blount June 2013 - September 2013
Skills
Financial Modeling, Microsoft Excel, DCF, Financial Accounting, Leadership, Teamwork, Event Planning, Interpersonal Skill, Highly self-motivated, Analytical Skills, PowerPoint, Time Management, Accounting, Creative Solutions
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2014
Bachelor of Science (BS), Accounting
Kroger February 2014 - Present
Fred Meyer November 2013 - February 2014
Fred Meyer December 2012 - October 2013
Fred Meyer June 2011 - November 2012
University of Oregon Investment Group May 2010 - May 2011
University of Oregon Fraternity and Sorority Life January 2010 - December 2010
Fred Meyer June 2010 - September 2010
Revoalution December 2009 - January 2010
Fry's Electronics June 2008 - September 2008
Skills
Microsoft Excel, Microsoft Office, Management, Microsoft Word, PowerPoint, Sales, Customer Service, Budgets, Analysis, Merchandising, Program Management, Leadership, Retail, Inventory Management, Time Management
Education
University of Oregon - Charles H. Lundquist College of Business 2007 — 2011
BS, Finance
Bank of America July 2014 - Present
University of Oregon Investment Group October 2012 - April 2014
Bank of America June 2013 - August 2013
CDW September 2011 - June 2012
Cydcor June 2011 - August 2011
Skills
Finance, Investments, Valuation, Management, Portfolio Management, Financial Modeling, Credit, Sales, Research, DCF, Data Analysis, Economics, Statistics, SPSS, Analysis, Equities, Financial Analysis
Education
University of Oregon 2010 — 2014
Bachelors of Science in Business Administration, Concentration in Finance and Banking, Minor in Philosophy
Meadow Organics December 2014 - Present
University of Oregon September 2010 - August 2014
ClearWave Investments June 2012 - October 2013
SMB-Capital June 2013 - September 2013
The Motley Fool February 2013 - May 2013
KeeneOnTheMarket.com October 2012 - May 2013
Northwestern Mutual January 2012 - July 2012
University of Oregon Investment Group March 2012 - May 2012
Oki Golf - The Golf Club at Redmond Ridge June 2008 - September 2011
Skills
Technical Analysis, Investments, Portfolio Management, Economics, Leadership, Analysis, Management, Public Speaking, Trading, Time Management, Access, Writing, Finance, Networking, Financial Analysis
Education
University of Oregon 2010 — 2014
Bachelor's Degree
Noble Americas Energy Solutions, LLC August 2014 - Present
Noble Americas Energy Solutions, LLC July 2014 - July 2015
University of Oregon Investment Group October 2012 - June 2013
Transamerica Life Insurance Company June 2012 - August 2012
Skills
Sociability, Analytics, Team Building, Fast Learner, Team Management, Team Leadership, Team-oriented, Hardwork, Marketing Research, Microsoft Office, Marketing Strategy, Analysis, Sales, Financial Modeling, Microsoft Excel, Teamwork
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2012
Bachelor of Science (B.S.), Finance, Economics, Senior
Torrey Pines High School 2005 — 2009
American Express September 2015 - Present
Citco Fund Services December 2014 - March 2015
Citco Fund Services July 2013 - December 2014
University of Oregon Investment Group March 2012 - April 2013
Pearl Meyer & Partners June 2012 - September 2012
Mckinley Capital Partners June 2011 - September 2011
Hudson Financial Partners - New York, NY June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Investments, Bloomberg, Finance, Salesforce.com, Portfolio Management, Valuation, Microsoft Excel, Management, PowerPoint, Accounting
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor of Science, Business Administration; Finance;
Guggenheim Partners June 2015 - Present
University of Oregon Investment Group August 2014 - June 2015
University of Oregon Tennis Team January 2011 - June 2015
Guggenheim Partners June 2014 - August 2014
University of Oregon Investment Group February 2014 - August 2014
University of Oregon Investment Group February 2013 - February 2014
Morgan Stanley Wealth Management June 2013 - August 2013
PwC X-treme Games Competition October 2012 - October 2012
Georgetown University Tennis Camp June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Higher Education, Teaching, Social Media, Microsoft Excel, Photoshop, Facebook, Microsoft Word, Valuation, Macroeconomics
Education
University of Oregon 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Maret School 2006 — 2010
KPMG October 2014 - Present
KPMG September 2012 - October 2014
University of Oregon Investment Group October 2011 - June 2012
Athleisure, Inc. dba: Sun Diego Boardshops June 2010 - September 2010
JDS Solutions Corporation June 2008 - September 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Reporting, Teamwork, Business Analysis, Capital Budgeting, Forecasting, Financial Analysis, Financial Risk, Presentations, Project Management, Risk Consulting
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2012
Bachelor of Science, Finance, Computer Info. Technology
Intel Corporation June 2014 - Present
Intel Corporation February 2012 - June 2014
Intel Corporation November 2009 - March 2012
Intel Corporation April 2008 - November 2009
Intel Corporation January 2007 - April 2008
Intel Corporation July 2006 - January 2007
University of Oregon Investment Group January 2005 - June 2006
Northwestern Mutual Financial June 2004 - June 2005
Skills
Financial Modeling, Business Strategy, Forecasting, Process Improvement, Management, Budgets, Finance, Project Planning, Strategic Financial..., Enterprise Software, Pricing, Procurement, Portfolio Management, Internal Controls, Cross-functional Team..., Competitive Analysis, Financial Analysis, Strategy, Product Management, Business Development, Executive Management, Business Analysis, Start-ups, Program Management, Product Marketing, Leadership
Education
University of Portland - Dr. Robert B Pamplin Jr. School of Business 2009 — 2010
MBA, Marketing
University of Oregon - Charles H. Lundquist College of Business 2002 — 2006
Bachelor of Science, Business Administration (Finance)
Real Asset Portfolio Management August 2013 - Present
University of Oregon Investment Group October 2012 - June 2013
Lundquist College of Business January 2012 - March 2013
Skills
Financial Modeling, Microsoft Excel, Investments, DCF Valuation, Microsoft Word, Economics, Portfolio Management, Market Research, Customer Service, Intercultural..., Factset, Event Planning, Equities, Management, Private Equity, Distressed Debt, Alternative Investments, Performance Reporting, Real Estate, Financial Analysis
Education
University of Oregon 2011 — 2013
Bachelor's Degree, Finance
Intel Corporation June 2015 - Present
University of Oregon Investment Group October 2014 - Present
University of Oregon- University Advancement August 2014 - June 2015
Serengetee LLC August 2014 - December 2014
Math Enrichment LLC June 2008 - August 2014
Skills
Management, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Event Planning, Team Building, Research, Public Speaking
Education
University of Oregon 2013 — 2017
B.S. Business and Economics 3.86 cumulative GPA
University of Oregon - Charles H. Lundquist College of Business
University of Oregon Investment Group October 2014 - Present
University Catering June 2014 - January 2015
RVPArchitecture June 2011 - September 2014
Skills
Microsoft Excel, Research, Financial Analysis, Financial Modeling, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Teamwork
Education
University of Oregon 2011 — 2016
Bachelor of Science (B.S.), Finance and Applied Mathematics
Monarch High School 2007 — 2011
High School
Tree Line Capital Partners October 2014 - Present
Medley Capital January 2014 - June 2014
Medley Capital December 2011 - December 2013
Medley Capital June 2011 - October 2011
University of Oregon Investment Group March 2010 - June 2011
Exigen Capital June 2009 - August 2009
Education
University of Oregon 2007 — 2011
Bachelor of Science, Business Administration; Finance & Marketing
CIMBA
Morgan Stanley June 2013 - Present
University of Oregon Investment Group April 2011 - June 2013
University of Oregon, International Affairs September 2009 - June 2013
OFW Organisationsforum Wirtschaftskongress gemeinnützige GmbH March 2012 - March 2013
Harvard University August 2012 - August 2012
Morgan Stanley June 2012 - August 2012
University of Oregon May 2011 - June 2012
Business Today November 2010 - June 2012
University of Oregon, Lundquist College of Business June 2010 - June 2012
University of Oregon, International Affairs March 2010 - June 2012
Skills
Public Speaking, Research, Leadership, People Skills, Management, Microsoft Excel, Microsoft Office, Bloomberg, Event Planning, Time Management, Analysis, Marketing, Strategy, Organizational Skills, Nonprofits, FactSet Research, Organizational Structure, Social Networking, PowerPoint, Program Management, Entrepreneurship, Fundraising, SAP Financial Queries, Electronic Trading, SEF, Data Analysis, Business Strategy, New Business Development, Interest Rates, Emerging Markets, Credit, Interest Rate Risk..., Fixed Income Analysis, Project Management, Sales Operations, Sales, Trading System, Customer Service, Growing Businesses, Business Process..., E-commerce, Global E-commerce, Global Economy
Education
University of Oregon 2009 — 2013
Bachelor of Science, Honors, Business Administration (Finance)
University of Oregon Investment Group March 2015 - Present
Education
University of Oregon - Charles H. Lundquist College of Business 2013 — 2017
Bachelor of Science (B.S.), Accounting and Finance
Morgan Stanley June 2015 - Present
University of Oregon Investment Group May 2014 - June 2015
The Riverside Company June 2014 - August 2014
Oregon Capital Scan March 2014 - June 2014
University of Oregon Investment Group January 2013 - May 2014
National Honor Society September 2009 - June 2011
Skills
Public Speaking, Financial Analysis, Sales, Entrepreneurship, Marketing Strategy
Education
University of Oregon 2011 — 2015
Bachelor of Science (B.S.), Finance, Economics
Sunset High School 2007 — 2011
International Baccalaureate Program, English; Statistics, Calculus, Physics, Chemistry, 4.08
CIMBA
First Republic Bank June 2015 - Present
Oregon Business Consulting Group January 2014 - June 2015
University of Oregon Investment Group September 2013 - June 2015
Pacific Ridge Capital Partners, LLC June 2014 - September 2014
Daimler Western Star Trucks June 2012 - September 2012
AJ Square Inc July 2011 - August 2011
Skills
Financial Analysis, FactSet, Derivatives, Financial Modeling, Corporate Finance, Valuation, Bloomberg, Quantitative Finance
Education
University of Oregon 2011 — 2015
Bachelor of Science (BS), Business Administration (Finance Concentration)
Go#Less June 2015 - August 2015
University of Oregon Investment Group February 2015 - June 2015
AVI Services, Inc. January 2009 - April 2014
Education
Cornell University 2015 — 2018
Bachelor of Science (B.S.), Applied Economics and Management
University of Oregon 2014 — 2015
Bachelor of Science (B.S.), Finance
Barclays Investment Bank September 2015 - Present
University of Oregon Interfraternity Council June 2015 - Present
University of Oregon Investment Group May 2015 - Present
Associated Students of the University of Oregon April 2013 - Present
American Enterprise Institute August 2014 - Present
Phi Gamma Delta January 2014 - Present
University of Oregon November 2014 - Present
University of Oregon October 2014 - Present
Barclays Investment Bank June 2015 - August 2015
University of Oregon Investment Group March 2015 - May 2015
Skills
Accounting, Financial Analysis, Leadership, Team Building, Literature, Writing, Microsoft Excel, Change Management, Budgets, Finance, Data Analysis, Negotiation, Financial Modeling, Forecasting, Analysis, Crunching Numbers
Education
University of Oregon 2012 — 2016
Bachelor's Degree, Finance, Economics, Political Science, Junior
University of Oregon Investment Group February 2015 - Present
Adobe June 2015 - September 2015
Sigma Chi Fraternity February 2014 - February 2015
Muskoka Lakes Golf & Country Club June 2012 - June 2014
Skills
Public Speaking, Leadership, Value Selling, Sales, Microsoft Excel, Salesforce.com, PowerPoint, Social Networking, Time Management, Research, Organization, Event Planning, Management, Teaching
Education
University of Oregon 2013 — 2017
Pursuing Bachelor of Science in Finance, Minor in Economics
University of Oregon Investment Group May 2014 - Present
Amazon January 2015 - June 2015
Skills
Regression Analysis, Financial Modeling, Financial Statement..., Stata, R, Microsoft Excel, Time Series Analysis, Forecasting, Data Analysis, Equity Research, Econometric Modeling, Investments, Equity Valuation
Education
University of Oregon
Bachelor’s Degree, Economics, Mathematics (Double Major)
Apple June 2015 - Present
NorCal CrossFit March 2013 - Present
Intel June 2014 - June 2015
Intel September 2012 - June 2014
University of Oregon Investment Group March 2010 - June 2012
Monster Energy September 2009 - June 2012
University of Oregon Teaching Learning Center March 2009 - June 2012
University of Oregon Investment Group May 2011 - May 2012
Intel Corporation June 2011 - September 2011
Liberty Mutual Insurance June 2009 - September 2010
Skills
Valuation, Financial Analysis, Portfolio Management, Investments, Equities, Financial Modeling, Management, Strategic Financial..., Forecasting, Corporate Finance, Financial Reporting, Time Management, Analysis, Budgets, Economics, Business Analysis, Microsoft Excel
Education
University of Oregon 2008 — 2012
Bachelor of Science (BS), Finance, General
The University of Hong Kong 2010 — 2010
Universal Music Group June 2014 - September 2014
The Gores Group June 2013 - September 2013
University of Oregon Investment Group September 2012 - September 2013
Valley Wide Beverage June 2012 - September 2012
Skills
Microsoft Office, Capital IQ, Factset, Market Analysis, Bloomberg
Education
University of Oregon 2011 — 2015
Bachelor's Degree, Economics
CIEE Berlin 2014 — 2014
Bachelor’s Degree, Development Economics and International Development
Universidad Pablo de Olavide 2014 — 2014
Bachelor's Degree, Economics / International Finance / Spanish
University of Oregon September 2011 - June 2012
University of Oregon Investment Group June 2011 - June 2012
University of Oregon September 2008 - June 2012
Scott Bailey, Washington Labor Economist June 2011 - August 2011
University of Oregon Investment Group March 2011 - June 2011
Skills
Stata, Eviews, Econometrics, SPSS, Economics, R, Statistical Modeling, Mathematica, Statistics, Quantitative Analytics, Multivariate Statistics, SAS, Microsoft Excel, Microeconomics, Macroeconomics
Education
University of California, Santa Barbara 2012 — 2017
Doctor of Philosophy (PhD), Economics
University of Oregon 2008 — 2012
B.S., Economics and Math
Citi June 2015 - Present
U.S. Polish Trade Council 2007 - Present
SHS Alumni Board 2007 - Present
J.P. Morgan September 2013 - May 2015
JPMorgan Chase April 2012 - August 2013
JPMorgan Chase August 2011 - April 2012
Chestnut Mortgage, Inc. May 2008 - July 2011
Adamarc Financial Company, Inc. June 2003 - December 2008
University of Oregon Investment Group September 1998 - June 2000
Merrill Lynch Technology Investment Banking June 1999 - September 1999
Skills
Sales Management, Financial Planning, Financial Analysis, Financial Reporting, Deal Sourcing, Deal Structuring, Rainmaker, Creative Problem Solving, Client Relationship..., Strategic Planning, CRM, Team Building, Strategic Financial..., Management, Mortgage Lending, Loans, Finance, Negotiation, Investments
Education
2000 — 2002
M.S., International Finance
University of Oregon - Charles H. Lundquist College of Business 1996 — 2000
B.S., Finance and MIS
Sacred Heart Prep
University of Oregon 1977 - Present
University of Oregon Investment Group 2002 - 2008
Skills
Finance, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Quantitative Analytics, Stata, Economics, Econometrics, Data Analysis
Education
UCLA Anderson School of Management 1972 — 1980
Ph.D., Finance
Harvard Business School 1967 — 1969
MBA, Finance, Accounting
Northwestern University 1963 — 1967
B.S., Accounting