University of Oregon Investment Group

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University of Oregon Investment Group Employees

Employee
Years
Job
Industry
Erin Mckalip, CPA Erin Mckalip, CPA Portland, Oregon Area Details
Erin Mckalip, CPA's University of Oregon Investment Group Experience May 2005 - June 2007
Job IoT New Business Accounting Specialist at Intel
Industry Accounting
Experience
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

Christian Meunier Christian Meunier Eugene, Oregon Details
Christian Meunier's University of Oregon Investment Group Experience December 2014 - June 2015
Job Assurance Intern
Industry Accounting
Experience
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

Mike Saeks Mike Saeks San Francisco Bay Area Details
Mike Saeks's University of Oregon Investment Group Experience June 2013 - July 2014
Job Investment Banking Analyst at UBS
Industry Investment Banking
Experience
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

Dylan Potter Dylan Potter Portland, Oregon Area Details
Dylan Potter's University of Oregon Investment Group Experience March 2007 - June 2009
Job Sr. Strategic Finance Analyst at Cambia Health Solutions
Industry Insurance
Experience
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

Nick Deale Nick Deale New York, New York Details
Nick Deale's University of Oregon Investment Group Experience May 2015 - Present
Job Global Investment Banking Summer Analyst at RBC Capital Markets, President at University of Oregon Investment Group
Industry Investment Banking
Experience
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

Nick Coulter, CFA Nick Coulter, CFA San Francisco, California Details
Nick Coulter, CFA's University of Oregon Investment Group Experience February 2006 - June 2007
Job Portfolio Analyst at Wells Capital Management
Industry Investment Management
Experience
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

Colin Bourdin Colin Bourdin New York, New York Details
Colin Bourdin's University of Oregon Investment Group Experience May 2013 - June 2014
Job Investment Banking Analyst at Citigroup
Industry Investment Banking
Experience
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

Jack Roeder Jack Roeder San Francisco Bay Area Details
Jack Roeder's University of Oregon Investment Group Experience April 2011 - June 2012
Job FP&A Analyst at PagerDuty
Industry Computer Software
Experience
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

Adam Vinton Adam Vinton New York, New York Details
Adam Vinton's University of Oregon Investment Group Experience September 2009 - June 2011
Job Senior Consultant at FTI Consulting
Industry Financial Services
Experience
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

Matthew Eden Matthew Eden Portland, Oregon Details
Matthew Eden's University of Oregon Investment Group Experience March 2014 - Present
Job Sector Leader at University of Oregon Investment Group
Industry Investment Banking
Experience
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

Spencer Verrill Spencer Verrill Orange County, California Area Details
Spencer Verrill's University of Oregon Investment Group Experience October 2013 - March 2014
Job Relationship Manager at California United Bank
Industry Banking
Experience
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

Carson(Minghua) Li Carson(Minghua) Li Eugene, Oregon Area Details
Carson(Minghua) Li's University of Oregon Investment Group Experience February 2014 - Present
Job Vice President of Finance University of Oregon Financial Management Association
Industry Accounting
Experience
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

Daniel Greenfield Daniel Greenfield San Francisco, California Details
Daniel Greenfield's University of Oregon Investment Group Experience May 2013 - April 2014
Job Analyst at BlackRock
Industry Investment Management
Experience
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

John Roskos John Roskos Eugene, Oregon Area Details
John Roskos's University of Oregon Investment Group Experience February 2013 - Present
Job Portfolio Management Analyst Intern at Hall Capital Partners LLC
Industry Financial Services
Experience
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

Junguang (Peter) Pan Junguang (Peter) Pan Seattle, Washington Details
Junguang (Peter) Pan's University of Oregon Investment Group Experience February 2013 - March 2014
Job Financial Planning and Analysis Intern at Disney Interactive
Industry Internet
Experience
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

Nick Hubert Nick Hubert Greater Seattle Area Details
Nick Hubert's University of Oregon Investment Group Experience May 2013 - June 2014
Job Analyst at Point B Management Consultants
Industry Management Consulting
Experience
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

Ryan Janoff Ryan Janoff Austin, Texas Details
Ryan Janoff's University of Oregon Investment Group Experience March 2010 - June 2011
Job Tableau Online Sales Manager
Industry Computer Software
Experience
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

William Catton William Catton San Francisco Bay Area Details
William Catton's University of Oregon Investment Group Experience October 2013 - December 2014
Job Portfolio Management Analyst at Hall Capital Partners LLC
Industry Investment Management
Experience
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

Ryan Jesenik Ryan Jesenik Newport Beach, California Details
Ryan Jesenik's University of Oregon Investment Group Experience September 2011 - June 2012
Job Division Financial Analyst at Precision Castparts
Industry Aviation & Aerospace
Experience
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

Taylor Gentry Taylor Gentry Greater Los Angeles Area Details
Taylor Gentry's University of Oregon Investment Group Experience May 2012 - June 2013
Job Private Equity Associate at Endeavour Capital
Industry Investment Management
Experience
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

Armando Perez Armando Perez San Francisco, California Details
Armando Perez's University of Oregon Investment Group Experience October 2011 - June 2012
Job Full Stack Software Engineer @ Bento for Business
Industry Computer Software
Experience
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

Dan Dang Dan Dang Los Angeles, California Details
Dan Dang's University of Oregon Investment Group Experience March 2012 - September 2012
Job Project Manager at Anyone™ Collective LLC
Industry Marketing and Advertising
Experience
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

Alexander Leiken Alexander Leiken Portland, Oregon Details
Alexander Leiken's University of Oregon Investment Group Experience September 2009 - June 2010
Job Senior Alternatives Manager Research Analyst at RVK, Inc.
Industry Investment Management
Experience
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

Matthew Hauselt Matthew Hauselt San Francisco Bay Area Details
Matthew Hauselt's University of Oregon Investment Group Experience October 2013 - June 2014
Job Dodge & Cox
Industry Investment Management
Experience
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

Cameron Patrick Cameron Patrick Bellevue, Washington Details
Cameron Patrick's University of Oregon Investment Group Experience May 2012 - May 2013
Job Patrick Capital LLC
Industry Financial Services
Experience
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

Justin Goschie Justin Goschie New York, New York Details
Justin Goschie's University of Oregon Investment Group Experience October 2013 - June 2015
Job Investment Banking Analyst at RBC Capital Markets
Industry Investment Banking
Experience
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

Christopher Kovacs, CFA Christopher Kovacs, CFA New York, New York Details
Christopher Kovacs, CFA's University of Oregon Investment Group Experience October 2007 - January 2009
Job Analyst at Levin Capital Strategies
Industry Investment Management
Experience
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

Cecilia Xia Cecilia Xia Greater New York City Area Details
Cecilia Xia's University of Oregon Investment Group Experience October 2012 - June 2014
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
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

Liam Bain Liam Bain Portland, Oregon Area Details
Liam Bain's University of Oregon Investment Group Experience May 2010 - May 2011
Job Buyer Automotive and Paint at Kroger
Industry Retail
Experience
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

Scott Meyers Scott Meyers Portland, Oregon Details
Scott Meyers's University of Oregon Investment Group Experience October 2012 - April 2014
Job Credit Analyst at Bank of America
Industry Banking
Experience
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

Peter Nitso Peter Nitso Redmond, Washington Details
Peter Nitso's University of Oregon Investment Group Experience March 2012 - May 2012
Job Program Manager at Meadow Organics
Industry Investment Management
Experience
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

Cameron Schwartz Cameron Schwartz San Diego, California Details
Cameron Schwartz's University of Oregon Investment Group Experience October 2012 - June 2013
Job Commodity Structuring Analyst at Noble Americas Energy Solutions, LLC
Industry Oil & Energy
Experience
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

Andrew Bolognesi Andrew Bolognesi New York, New York Details
Andrew Bolognesi's University of Oregon Investment Group Experience March 2012 - April 2013
Job Senior Financial Analyst at American Express
Industry Financial Services
Experience
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;

Sam Bush Sam Bush Eugene, Oregon Details
Sam Bush's University of Oregon Investment Group Experience August 2014 - June 2015
Job Analyst at Guggenheim Partners
Industry Higher Education
Experience
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

Jacob Friedman Jacob Friedman San Diego, California Details
Jacob Friedman's University of Oregon Investment Group Experience October 2011 - June 2012
Job Senior Advisory Associate at KPMG
Industry Financial Services
Experience
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

Matt Gunsul Matt Gunsul Portland, Oregon Area Details
Matt Gunsul's University of Oregon Investment Group Experience January 2005 - June 2006
Job Solution Provider Manager at Intel Corporation
Industry Semiconductors
Experience
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)

Kristina Logvinenko Kristina Logvinenko Portland, Oregon Area Details
Kristina Logvinenko's University of Oregon Investment Group Experience October 2012 - June 2013
Job Investment Analyst
Industry Investment Management
Experience
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

Phoebe Hsieh Phoebe Hsieh Eugene, Oregon Details
Phoebe Hsieh's University of Oregon Investment Group Experience October 2014 - Present
Job Financial Analyst Intern at Intel Corporation
Industry
Experience
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

Brian Van Pelt Brian Van Pelt Eugene, Oregon Details
Brian Van Pelt's University of Oregon Investment Group Experience October 2014 - Present
Job Senior Analyst at University of Oregon Investment Group
Industry
Experience
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

Stephan Schneck Stephan Schneck San Francisco Bay Area Details
Stephan Schneck's University of Oregon Investment Group Experience March 2010 - June 2011
Job Associate at Tree Line Capital Partners
Industry Financial Services
Experience
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

Aia Tulepbergenova Aia Tulepbergenova New York, New York Details
Aia Tulepbergenova's University of Oregon Investment Group Experience April 2011 - June 2013
Job Ecommerce at Morgan Stanley
Industry Investment Banking
Experience
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)

Kevin Philips Kevin Philips Eugene, Oregon Area Details
Kevin Philips's University of Oregon Investment Group Experience March 2015 - Present
Job Senior Analyst at University of Oregon Investment Group
Industry
Experience
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

Josh Mazzarella Josh Mazzarella New York, New York Details
Josh Mazzarella's University of Oregon Investment Group Experience May 2014 - June 2015
Job Analyst, Firm Strategy & Execution at Morgan Stanley
Industry Financial Services
Experience
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

Hayden Conrad Hayden Conrad San Francisco, California Details
Hayden Conrad's University of Oregon Investment Group Experience September 2013 - June 2015
Job Business Analyst at First Republic Bank
Industry Financial Services
Experience
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)

Hanston Nguyen Hanston Nguyen Ithaca, New York Details
Hanston Nguyen's University of Oregon Investment Group Experience February 2015 - June 2015
Job Student at Cornell University
Industry Investment Banking
Experience
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

Jacob Gram Jacob Gram Eugene, Oregon Details
Jacob Gram's University of Oregon Investment Group Experience May 2015 - Present
Job Summer Analyst at Barclays
Industry Financial Services
Experience
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

Brock Burgess Brock Burgess Eugene, Oregon Details
Brock Burgess's University of Oregon Investment Group Experience February 2015 - Present
Job Account Development Manager at Adobe
Industry
Experience
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

Jeremy Garbellano Jeremy Garbellano Seattle, Washington Details
Jeremy Garbellano's University of Oregon Investment Group Experience May 2014 - Present
Job Financial Analyst Intern (Corporate FP&A) at Amazon
Industry Financial Services
Experience
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)

Farbod Sedeh Farbod Sedeh San Francisco Bay Area Details
Farbod Sedeh's University of Oregon Investment Group Experience March 2010 - June 2012
Job Financial Analyst at Apple
Industry Financial Services
Experience
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

Matthew Stephenson Matthew Stephenson Santa Monica, California Details
Matthew Stephenson's University of Oregon Investment Group Experience September 2012 - September 2013
Job Intern at Universal Music Group
Industry Investment Banking
Experience
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

Ben Griffy Ben Griffy Eugene, Oregon Details
Ben Griffy's University of Oregon Investment Group Experience June 2011 - June 2012
Job Student at University of Oregon
Industry Financial Services
Experience
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

Adam Barycza Adam Barycza San Francisco Bay Area Details
Adam Barycza's University of Oregon Investment Group Experience September 1998 - June 2000
Job Vice President, Senior Mortgage Specialist for Citi Private Bank
Industry Financial Services
Experience
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

Larry Dann Larry Dann Eugene, Oregon Area Details
Larry Dann's University of Oregon Investment Group Experience 2002 - 2008
Job Professor of Finance at University of Oregon
Industry Higher Education
Experience
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