Wall Street Oasis
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Wall Street Oasis Employees
Carlson Funds Enterprise November 2014 - Present
Lazard June 2015 - August 2015
Wall Street Oasis September 2013 - May 2014
Skills
Research, Brazilian Portuguese, Photography, Public Speaking, C++, Leadership, Financial Analysis, Equities, Financial Modeling, Mergers & Acquisitions, Finance, Microsoft Office, Corporate Finance, Investment Banking, Teamwork, PowerPoint, Valuation, Microsoft Word, Data Analysis, Microsoft Excel
Education
University of Minnesota-Twin Cities 2012 — 2016
Bachelor of Science in Business, Finance
Jefferies July 2015 - Present
Jefferies LLC May 2014 - August 2014
Wall Street Oasis August 2013 - March 2014
Lambda Chi Alpha Fraternity, Inc. December 2012 - December 2013
Indiana University Kelley School of Business August 2012 - May 2013
Home Technics October 2010 - August 2012
Skills
Microsoft Excel, Microsoft Office, Team Building, New Business Development, Strategic Planning, Project Management, Financial Analysis, Equity Trading, Budgets, Entrepreneurship, Public Speaking, Team Leadership
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (B.S.), Finance
IU Investment Banking and Capital Markets Workshop 2013 — 2015
Investment Management Track - Sales and Trading
Knall-Cohen Investment Fund 2013 — 2015
Analyst
Wealth Creation Scholar 2013 — 2013
Scholar
China Minsheng Banking Corp., Ltd July 2015 - August 2015
RedBrook Capital Partners May 2015 - July 2015
NIN Ventures September 2014 - February 2015
Wall Street Oasis July 2014 - December 2014
Cookbrite June 2014 - August 2014
Lucidoc Corporation January 2014 - June 2014
Nordstrom November 2013 - January 2014
Education
Indiana University Bloomington 2014 — 2018
Bachelor of Science (B.S.), Finance, Accounting
International Community School 2009 — 2014
High School
Houlihan Lokey July 2015 - Present
Wall Street Oasis June 2013 - Present
Deutsche Bank June 2014 - August 2014
Bryant Park Capital September 2013 - December 2013
The Wharton Risk Management and Decision Processes Center September 2012 - September 2013
Shopperception June 2013 - August 2013
Prudential Financial May 2012 - July 2012
Simpson Thacher & Bartlett LLP June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, JMP, Korean, Financial Modeling, Investment Banking, Management
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.), Economics
The Lawrenceville School 2008 — 2011
10th-12th
DaVita Kidney Care August 2015 - Present
OpenCounter March 2015 - August 2015
inDinero February 2015 - May 2015
Charles Schwab June 2014 - August 2014
Wynn Capital Management March 2014 - June 2014
OpenCounter June 2013 - June 2014
inDinero January 2014 - May 2014
Wall Street Oasis February 2014 - April 2014
UC Santa Cruz January 2013 - December 2013
UC Santa Cruz June 2010 - March 2013
Education
Claremont McKenna College 2014 — 2015
Master's of Finance
University of California, Santa Cruz 2009 — 2013
Bachelor of Arts (B.A.), Economics and Mathematics
University of California, Santa Cruz 2009 — 2013
Bachelor of Arts (B.A.), History (concentration in Europe)
Sacred Heart Cathedral Preparatory 2005 — 2009
BDO Transaction Advisory Services July 2014 - Present
Deconstructing Excellence Media December 2014 - Present
Wall Street Oasis September 2011 - Present
Seriphus Technologies LLC September 2013 - July 2014
Idea Foundry, Inc. September 2013 - July 2014
Deloitte June 2012 - July 2014
PwC January 2011 - June 2012
Robert Morris University Council on Institutional Equity January 2010 - December 2010
Robert Morris University Academic Integrity Council January 2010 - December 2010
Robert Morris University Chapter of the Financial Management Association October 2009 - December 2010
Skills
Financial Analysis, Public Speaking, Management Consulting, Management, Mergers & Acquisitions, Valuation, Finance, Business Development, Data Analysis, Market Research, Project Management, Strategic Planning, Business Strategy, Firm Valuation, Start-ups, Early-stage Startups, Business Analysis, Financial Oversight, Investments, Carve-outs, Financial Modeling, Corporate Finance, Managerial Finance, Financial Economics, Corporate Operations, Process Mapping, Cost Analysis, Business Statistics, Management Science, Risk Management, Value Stream, Margin Analysis, Sensitivity Analysis, Startup Development, Start-up Consulting, Organizational Growth, Organizational Theory, VBA, Writing, Fitness Training, Martial Arts, Music Production, Mixing
Education
Robert Morris University 2009 — 2010
M.B.A., 3.8/4.0
Robert Morris University 2007 — 2010
B.S.B.A., Dual major in Accounting and Finance, 3.9/4.0
Stanford University 2013 — 2014
Unaccredited courses
Codecademy 2013 — 2014
Fordham Investment Banking Society April 2014 - May 2015
Berkery, Noyes & Co. January 2014 - May 2015
Wall Street Oasis July 2013 - September 2013
Prudent Energy April 2012 - August 2012
Education
Fordham University 2012 — 2015
Bachelor of Science (B.S.), Finance, Minor: Economics
Sidwell Friends School 2008 — 2012
High School
Jefferies August 2015 - Present
Jefferies June 2014 - July 2014
Wall Street Oasis May 2013 - July 2013
IBM June 2012 - May 2013
IBM India Pvt. Ltd. September 2007 - June 2012
BITSAA Int. October 2010 - January 2011
LSI Corporation January 2007 - June 2007
Advanced Systems Laboratory, DRDO May 2005 - July 2005
Skills
Investment Banking, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Computer Architecture, Analysis, Perl, Project Management, Algorithms, ASIC, VLSI, Microsoft Excel, Simulations, Logic Design, Programming, High Frequency Design, Chip Logic Design, Chip Functional..., C, Verilog
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.), Corporate Finance, Investment Banking
Birla Institute of Technology and Science 2003 — 2007
BE(Hons.), Electronics, Digital VLSI Design
St Mathews Public School 1997 — 2001
Elliott Stone Co May 2015 - Present
Corporate Strategy Club September 2014 - Present
Sports Analytics and Business Club September 2014 - Present
Wall Street Oasis November 2013 - May 2014
Moving Made Smooth May 2013 - August 2013
Indiana University January 2013 - May 2013
K & F Lawn Care Service May 2011 - August 2012
Skills
PowerPoint, Research, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Leadership, Data Analysis, Access, Social Networking, Teamwork, Finance
Education
Indiana University Bloomington 2012 — 2016
Economic Consulting, Business Analytics, and Finance
Millard North High School 2008 — 2012
Accenture September 2015 - Present
Protiviti February 2015 - September 2015
Capco February 2014 - December 2014
Morgan Stanley January 2014 - February 2014
AgencyRx November 2013 - January 2014
Wall Street Oasis July 2012 - January 2014
Merrill Lynch September 2013 - November 2013
Financial Buzz Media July 2013 - September 2013
Morgan Stanley February 2013 - August 2013
Nova Capital Global Markets, LLC July 2012 - February 2013
Skills
Project Management, Analytical Skills, Leadership, Consulting, Business Strategy, Social Skills, Wealth Management, Corporate Communications, Agile Methodolgy, Investment Banking
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration, Economics, Fall 2013 Graduate
Utage Sushi Bar March 2014 - Present
SunTrust Robinson Humphrey June 2015 - August 2015
Blue Wave Capital Advisors, LLC July 2014 - September 2014
Giiive June 2014 - August 2014
Wall Street Oasis November 2013 - May 2014
Introduction to Wall Street Deals Workshop February 2014 - April 2014
Atlanta's Best Catering May 2013 - July 2013
Kilobolt, LLC. January 2013 - July 2013
Hall Council September 2012 - May 2013
Maxi Food June 2011 - August 2012
Skills
Finance, Analysis, PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office, Customer Service, Entrepreneurship, Leadership, Critical thinking, Foreign Languages, Personal Finance, Business Planning, Spanish, Budgets, Spreadsheets, Microsoft Word, Financial Modeling, Public Speaking, Social Media, Interpersonal..., Networking, Interviewing Skills
Education
University of Georgia - Terry College of Business 2012 — 2016
Finance and International Business Co-Major (B.B.A.), Finance, General, Senior
Northview High School 2008 — 2012
Wall Street Oasis February 2015 - May 2015
Skills
Management, Entrepreneurship, Social Marketing, Psychology, Marketing Strategy, Investments, Adobe Creative Suite, Social Networking
Education
Indiana University Bloomington 2014 — 2018
Bachelor of Arts, Economics
Singapore American School 2002 — 2014
High School Diploma
Bank of America Merrill Lynch June 2015 - Present
Bloomberg LP August 2014 - May 2015
Wall Street Oasis November 2013 - May 2014
Barclays March 2014 - March 2014
Venezolano de Crédito June 2013 - August 2013
Linio Venezuela July 2012 - August 2012
Cines Unidos July 2012 - July 2012
Skills
English, Team Leadership, French, Spanish, Public Speaking, Customer Service, Teamwork, Team Building, Research, Event Planning, Event Management, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Leadership
Education
University of South Florida 2013 — 2017
Finance, 3.94 GPA
Florence University of The Arts 2014 — 2014
Study Abroad Program
ILCF-Université Catholique de Lyon 2012 — 2013
French Studies
Instituto Cumbres de Caracas 2001 — 2012
High School Diploma
Ballast Point Ventures August 2013 - July 2015
SunTrust Robinson Humphrey June 2011 - July 2013
Wall Street Oasis January 2009 - April 2011
Gator Growl December 2009 - October 2010
Raymond James May 2008 - August 2008
University of Florida August 2007 - December 2007
Skills
Investment Banking, Marketing, Series 7, Capital Markets, Mergers & Acquisitions, Management, Corporate Finance, Valuation, Financial Modeling, Due Diligence, Private Equity
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
University of Florida - Warrington College of Business Administration 2010 — 2011
Master of Arts, International Business
University of Florida - Warrington College Of Business 2006 — 2010
Finance, Real Estate
Wall Street Oasis June 2012 - Present
Skills
Social Media, SEO, PowerPoint, Microsoft Office, Project Management, Microsoft Word, Microsoft Excel, Entrepreneurship, Research, Accounting, Management, Fitness, SAP, Volunteer Management, Twitter
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
BSBA
St. Edward High School 2007 — 2011
The Ohio State University
GLG October 2014 - Present
Matador Supply Company January 2014 - Present
Dealreporter April 2013 - October 2014
Wall Street Oasis May 2012 - October 2014
RFE Investment Partners July 2010 - July 2012
Houlihan Lokey July 2007 - July 2010
Skills
Private Equity, Investment Banking, Valuation, LBO, Financial Modeling, Due Diligence, Mergers, Corporate Finance, Capital Markets, Private Placements, Hedge Funds, Venture Capital, Bloomberg, Corporate Development, M&A experience, Financial Analysis, Equity Research, Capital IQ, Leveraged Finance, Mergers & Acquisitions
Education
New York University 2003 — 2007
B.A., Economics
Horace Greeley
Quadrant Skew Capital August 2014 - Present
NY State government October 1981 - Present
Examiner.com October 2012 - March 2014
Allen Resources 2009 - January 2014
Wall Street Oasis March 2012 - February 2013
Grillo Investment Management, LLC December 2011 - January 2012
Self Employed Math Tutor 1990 - 2011
The New York Sun January 2006 - August 2006
Ames and Rollinson 1981 - 1981
Skills
Financial Modeling, Research, Microsoft Excel, Blogging, Microsoft Word, Writing, Math Tutoring and..., Social Media, Finance, Illustrator, Nonprofits, Analysis, Social Media Marketing, Data Analysis, Time Management, Editing, Microsoft Office, Strategic Planning, Teaching, Public Speaking, Portfolio Management, Equities, Economics, Project Management, Public Relations, Investments, Financial Analysis, Management, Entrepreneurship, Valuation, Team Leadership, Bloomberg, Corporate Finance, Social Networking, Strategy, Budgets, Business Strategy, Copywriting, Marketing Strategy, Market Research, Options, VBA, Due Diligence, Venture Capital, Risk Management, Start-ups, Private Equity, Equity Trading, Bloomberg Terminal, Asset Management
Education
City University of New York-Brooklyn College 1974 — 1977
BA, Art
CFA Institute
Financial Analysis
Global Association of Risk Professionals
Risk Management
NYSSA
Financial Analysis
Queen's Commerce Society March 2015 - Present
Uplette June 2015 - August 2015
Alma Mater Society March 2014 - April 2015
DECA Queen's February 2014 - January 2015
Queen's School of Business September 2014 - December 2014
Wall Street Oasis June 2014 - September 2014
Norwestin Drugs June 2014 - August 2014
Studio Q March 2013 - April 2014
DECA Queen's February 2013 - January 2014
Shoppers Drug Mart December 2010 - August 2013
Education
Queen's University 2012 — 2016
Bachelor of Commerce (Honours)
Singapore Management University 2015 — 2015
Markville Secondary School 2008 — 2012
HFA (The Harry Fox Agency) September 2015 - Present
The Wild Honey Pie July 2014 - Present
UpstateLIVE October 2012 - Present
Student Centers and Programming Services January 2014 - Present
WERW August 2013 - Present
The Meg and Laura Show August 2012 - Present
Spotify September 2013 - Present
Orange Television Network's (OTN) Loud and Clear September 2013 - Present
Wall Street Oasis March 2014 - Present
Sakal Media Group May 2015 - August 2015
Skills
Social Networking
Education
Syracuse University 2012 — 2016
Bachelor of Science (B.S.), Bandier Program for the Music and Entertainment Industries, International Business
J.P. Morgan May 2014 - Present
Buffalo Undergraduate Consulting Club April 2013 - Present
Terese Kelly Investment Group April 2014 - Present
Manage Your Business, LLC February 2014 - May 2014
Zolio Inc June 2013 - August 2013
Perinton Aquatics Center April 2007 - May 2013
Wall Street Oasis November 2012 - April 2013
Skills
Microsoft Excel, Microsoft Office, Economics, Social Media, PowerPoint, Bloomberg Terminal, Finance, Portfolio Management, Market Research, Consulting, Management, Public Speaking, Strategy, Microsoft Word, Leadership, Analysis
Education
State University of New York at Buffalo 2011 — 2015
Bachelor of Science Business Administration, Finance Concentration & Bachelor of Arts, Economics
Fairport High School 2008 — 2011
The Bjorklund Fund January 2015 - May 2015
Wall Street Oasis September 2014 - May 2015
NN Investment Partners February 2014 - July 2014
Citi February 2013 - July 2013
Babolat June 2011 - August 2011
Skills
Financial Analysis, Microsoft Office, Teamwork, Research, Networking, Fund Services, Financial Modeling, Customer Service, Corporate Finance, Communication, Sales Support Tools, Competitive Intelligence, Social Media, Microsoft Excel, Multi Tasking, Microsoft Word, Finance, Public Speaking, Analysis, Marketing, Sales, English, Management
Education
Siena College 2014 — 2015
Bachelor of Science (B.S.), Finance, 3.90
CEFAM Centre d'Études Franco-Américain de Management 2010 — 2013
Bachelor of Business Administration (BBA), Accounting, Finance, Management
St Exupery, Lyon France 2007 — 2010
Baccalauréat, ES, Anglais et Sport
Scotiabank January 2015 - May 2015
Wall Street Oasis August 2014 - December 2014
Manulife Financial May 2014 - August 2014
UW Finance Association May 2014 - August 2014
University of Waterloo Entrepreneurship Society (UWES) January 2014 - April 2014
YMCA of Greater Toronto January 2012 - August 2013
Sir John A. Macdonald Collegiate Institute September 2012 - June 2013
Kumon September 2009 - June 2012
Skills
Teamwork, Social Media, Communication, Microsoft Office, Leadership, Presentation, Problem Solving, Customer Service, Team Member, Analysis, Entrepreneurship, Marketing, Accounting, Programming, Negotiation, CRM
Education
University of Waterloo 2013 — 2018
Bachelor of Mathematics (Honours BMath), Actuarial Science/Finance, Year 3
Wilfrid Laurier University 2013 — 2018
Bachelor of Business Administration (Honours B.B.A.), Finance, Year 3
University of Saskatchewan 2013 — 2013
Shad Valley Summer Enrichment Program, Engineering & Entrepreneurship
Coursera.org, Codeacademy.com, and other MOOCs 2013 — 2018
Unofficial Master of Being Awesome (MBA), in Learning new things
Sir John A. Macdonald Collegiate Institute 2009 — 2013
Advanced Placement, 94% (4.0 GPA Equivalent)
Université de Saint-Boniface 2012 — 2012
Explore Summer Program, French Immersion
Platinum Wealth Solutions of Texas, LLC June 2015 - August 2015
New Western Acquisitions January 2015 - January 2015
Wall Street Oasis May 2014 - August 2014
The Vitamin Shoppe June 2013 - January 2014
Skills
Sales, Leadership, Marketing Communications, Microsoft Excel, Strategic Planning, Customer Service, Public Speaking, Negotiation, Money Management, Demand Forecasting, Financial Accounting
Education
Texas Tech University
Finance, General
USAID October 2015 - Present
Wikimedia Foundation September 2015 - Present
1st Choice, LLC June 2015 - Present
Deloitte Consulting LLP January 2014 - Present
Wall Street Oasis December 2013 - Present
SIVIK OIL GLOBAL NIG LTD. February 2008 - Present
International Development Institute June 2011 - Present
CareFirst BlueCross BlueShield September 2014 - March 2015
Witt O'Brien's May 2014 - August 2014
NRG Energy June 2013 - September 2013
Skills
Business Strategy, Project Management, Microsoft Office, PowerPoint, Strategy, International Trade, Customer Service, Microsoft Excel, Emerging Markets, Management, International Business..., Corporate Communications, Global Sourcing, Downstream Oil & Gas, Energy Management, Offshore Outsourcing, Global Human Resources..., Procurement Outsourcing, Business Development..., Renewable Energy Markets, Consulting, Policy, Training, Leadership, Microsoft Word, Research, Strategic Planning, Mergers & Acquisitions, Human Resources, Performance Management, Organizational..., Compensation & Benefits, Employee Relations, Talent Management, Talent Acquisition, Recruiting, Expatriate Management, Onboarding, HRIS, Change Management, Sourcing, Interviews, Data Analysis
Education
Georgetown University 2014 — 2016
Masters Of Professional Studies (MPS), Management
Georgetown University 2013 — 2014
Certificate, International Business Management
State University of New York College at Old Westbury 2007 — 2011
Bachelor of Arts (B.A.), Economics, Political Science, Minor Law
Montgomery College
Certificate, Information Technology
University of Maryland University College
Bachelor of Science (B.S.) (Post Bacc), Information Technology Management, Software Engineering, Network Security
PwC Advisory June 2015 - August 2015
Ontodia June 2014 - August 2014
Wall Street Oasis June 2013 - September 2013
Skills
Microsoft Office, HTML, Leadership, Microsoft Excel, Customer Service, PowerPoint, Social Media, SEO, Teamwork, Public Speaking, Microsoft Word, Management, Time Management
Education
Rutgers University-New Brunswick 2012 — 2016
BA, Information Technology & Informatics
Cranford High School 2008 — 2012
High School
Tim Hortons July 2015 - Present
Tim Hortons May 2015 - Present
StarTech.com May 2014 - August 2014
Wall Street Oasis March 2012 - September 2013
Safeway Tours May 2013 - August 2013
Skills
Microsoft Excel, Market Research, Social Media, Time Management, Research, Public Speaking, Customer Service, Teamwork, Financial Analysis, Team Leadership
Education
Richard Ivey School of Business 2013 — 2015
Honors Business Administration, Finance
The University of Western Ontario 2011 — 2013
Bachelor of Management and Organizational Studies, Finance
AmmoAudio.com December 2014 - Present
jdOasis.com January 2011 - Present
Wall Street Oasis May 2005 - Present
Tailwind Capital May 2005 - June 2008
Rothschild June 2002 - June 2004
Skills
Investment Banking, Private Equity, Restructuring, Entrepreneurship, Sponsorship Sales, SEO, SEM, Sales Management, Sales, Salesforce.com, Recruiting, Finance, Corporate Finance, Corporate Development, Mergers, Internet Entrepreneur, Start-ups, Start-up Consulting, Online Advertising, Mergers & Acquisitions, Valuation, Social Media Marketing, Networking, Digital Marketing, Financial Analysis, Investments, Marketing Strategy, Economics, Venture Capital, Leadership, Financial Modeling, LBO, Strategy, Hedge Funds, Management, Equity Research, Bloomberg, Business Strategy, Capital Markets, Emerging Markets, Asset Management, Due Diligence, Investor Relations, M&A experience, Portfolio Management, Trading, Private Placements, Leveraged Finance, Strategic Consulting, Contract Negotiation
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Entrepreneurial Management
Williams College 1998 — 2002
BA, Honors in Economics
Phillips Academy 1994 — 1998
Bank of America November 2012 - Present
TitleVest June 2012 - December 2012
Glass, Lewis & Co. February 2012 - April 2012
Wall Street Oasis September 2011 - December 2011
Education
Montclair State University 2007 — 2011
B.S., Finance
Penn State University, Department of Economics September 2015 - Present
Private Investment Management January 2014 - Present
BNY Mellon June 2015 - August 2015
OnePenn Financial Group July 2014 - August 2014
Penn State Investment Association September 2012 - May 2014
Wall Street Oasis May 2013 - August 2013
Skills
Finance, Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Management, Analysis, Research
Education
Penn State University 2012 — 2016
Bachelor of Science (BS), Finance, 3.8/4.0
Wall Street Oasis October 2013 - February 2015
Monsanto Company June 2014 - December 2014
Stratagem Partnering November 2013 - February 2014
AlbertMing Inc October 2012 - November 2013
Skills
Public Speaking, Microsoft Office, Team Leadership, Property Management, Market Research, Project Management, Financial Analysis, Data Analysis, Supply Chain Management, Procurement, Residential Mortgages, Team Management, Mortgage Underwriting, Calyx Point, Multiple Listing Service, Sales, Supply Chain..., SEO, Accounting
Education
University of California, Berkeley 2011 — 2014
Economics (ISF)
Mills High School 2007 — 2011
FIS June 2015 - August 2015
Wall Street Oasis May 2014 - July 2014
National Securities June 2013 - August 2013
Skills
Teamwork, Microsoft Office, Time Management, Organization Skills, Bloomberg Terminal, Leadership, Data Analysis, Finance, IT Audit, Budgeting, Research, Management, Analysis, Financial Analysis
Education
University of Florida 2014 — 2016
Masters of Science in Information Systems & Operations Management, Business Intelligence & Analytics
University of Florida 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Lateral Investment Management, LLC May 2015 - Present
Drever Family Foundation September 2013 - May 2015
Drever Capital Management July 2013 - May 2015
Wall Street Oasis April 2012 - June 2014
The M&A Advisor October 2011 - December 2012
Bainbridge Capital December 2010 - November 2011
Terra Nova Technologies March 2006 - November 2010
Skills
Management, Leadership, CRM, Financial Analysis, Business Strategy, Event Planning, Mergers & Acquisitions, Event Management, Financial Modeling, Finance, Market Research, Private Equity, Entrepreneurship, Strategic Planning, Project Management, Social Networking, Public Speaking, Valuation, Due Diligence, Business Development, Marketing Strategy, Social Media, Capital Markets, Press Releases, Investor Relations, Fundraising, Public Relations, Start-ups, Social Media Marketing, Financial Reporting, Online Advertising
Education
San Diego State University-California State University 2008 — 2011
B.Sc., Business Administration (Finance)
Menntaskolinn i Kopavogi 1998 — 2001
Secondary Degree, Natural Sciences
Canyon Springs High School 1994 — 1998
Wall Street Oasis June 2013 - September 2013
AXA Equitable June 2013 - August 2013
Camilo Gallegos August 2011 - August 2012
Skills
Managing Events, Managing Start-ups, Follow-through Skills, Computer Proficiency, Stock Management, Microsoft Excel, Time Management, Accounting, Leadership, Fundraising, Teamwork, Management
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor of Science, Business; Accounting; FinanceBusiness, Sophomore
Investment Banking Institue 2013 — 2013
Investment Banking
North Central High School 2007 — 2011
WealthForge February 2015 - August 2015
WealthForge August 2014 - February 2015
Wall Street Oasis October 2014 - January 2015
Wall Street Oasis August 2014 - December 2014
Longwood University May 2014 - December 2014
Longwood University June 2014 - August 2014
Longwood University May 2014 - August 2014
Lancer Student Investment Fund February 2013 - May 2014
Course Hero, Inc. January 2014 - March 2014
Longwood University: Office of First Year and Family Programs February 2013 - March 2014
Skills
Leadership, Time Management, PowerPoint, Team Leadership, Management, Microsoft Office, Teamwork, People Skills, Microsoft Excel, Responsibility, Finance, Analysis, Research, Microsoft Word, Social Networking, Critical Thinking, Accountability, Data Analysis, Access, Coaching, Event Planning, Public Speaking, Training, Life Insurance, Disability Insurance, Networking, Facebook, Team-oriented, Fundraising, Data Entry, Community Outreach, Higher Education, Sales, Statistics, Wealth Management, Financial Risk..., Financial Analysis, Strategic Financial..., Financial Markets, International Economics, Team Building, Salesforce.com, Social Media, Due Diligence, Investment Banking
Education
Longwood University 2010 — 2014
Bachelor of Science in Business Administration, Finance; Minor in Economics
American Institute of Spanish Studies
Study Abroad
Albin O. Kuhn Library November 2014 - Present
Wall Street Oasis April 2015 - August 2015
Wall Street Oasis December 2014 - April 2015
Pilgrim Camp July 2012 - August 2012
Skills
Financial Accounting, Microsoft Access, Java, Python, C++, Managerial Accounting, Perl
Education
University of Maryland Baltimore County 2013 — 2017
B.S. in Financial Economics, B.S. in Computer Science, Sophomore
Montgomery Blair High School 2009 — 2013
Science, Mathematics, Computer Science Magnet Program
Massachusetts General Hospital May 2015 - Present
212 Consulting Inc. September 2014 - November 2014
Lake View Media Consulting Group September 2013 - April 2014
Stony Brook University September 2009 - December 2013
Wall Street Oasis May 2013 - August 2013
Transaction Connection April 2013 - August 2013
Rangmahal Indian Cuisine March 2010 - April 2012
Education
Boston University 2014 — 2015
Online Accelerated Financial Planning Program
Stony Brook University 2009 — 2013
Bachelor of Science; Bachelor of Arts, Psychology; Economics
Acton Boxborough Regional High School 2005 — 2009
High School Diploma
Oracle June 2015 - Present
Wall Street Oasis March 2014 - August 2014
Credit Suisse April 2014 - June 2014
NYC Department of Citywide Administrative Services June 2013 - August 2013
Joa Productions, Pine Plaza June 2012 - August 2012
Cornell University September 2011 - November 2011
Skills
Microsoft Excel, Technical Product Sales, Sales Process, Sales, Microsoft Office, PowerPoint, Leadership, Economics, Data Analysis, Financial Modeling, Analysis, Teamwork, Market Research, Analytics, Interpersonal..., Business Analysis, Finance, Valuation, Financial Analysis, Derivatives, Collaborative Problem..., Team Leadership, Microsoft Word, Business Development, Account Management, Korean, Strategy
Education
Cornell University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Fort Lee High School 2007 — 2011
High School Diploma, 4.3688
Bank of America Merrill Lynch June 2014 - Present
BeneShoppe, Inc. April 2013 - Present
Georgetown University March 2012 - Present
INROADS September 2012 - May 2014
Standard & Poor's June 2013 - August 2013
Forte Foundation April 2013 - April 2013
Wall Street Oasis May 2012 - August 2012
Georgetown University August 2011 - May 2012
Angel Advantage Center July 2009 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Event Planning, Financial Analysis, Chinese, Minitab, Apple, PC, Research, Microsoft Office, Social Media, Editing, Facebook
Education
Georgetown University 2011 — 2015
Bachelor of Science in Business Administration, Finance and Operations & Informations Management
Stuyvesant High School 2007 — 2011
Advanced Regents Diploma with Honors
BTIG August 2015 - Present
Berkeley Investment Group December 2014 - Present
Berkeley Business Society January 2014 - Present
Adobe June 2015 - August 2015
HedgeSPA June 2015 - August 2015
Walter A. Haas School of Business - Management of Organizations Group February 2015 - June 2015
Bank of America Merrill Lynch September 2014 - December 2014
VRG Capital July 2014 - August 2014
Wall Street Oasis March 2014 - August 2014
Sunnybrook Health Sciences Centre July 2013 - August 2013
Skills
Financial Analysis, Research, Microsoft Excel, Market Research, Teamwork, PowerPoint, Team Leadership, Microsoft Office, Financial Modeling, Equity Research, Analysis, Private Equity, R, Java, Microsoft Word, Marketing, Data Analysis
Education
University of California, Berkeley, Haas School of Business 2013 — 2017
Bachelor of Science (B.S), Business Administration, Cumulative GPA: 3.9
University of California, Berkeley 2013 — 2017
Bachelor of Arts (B.A), Statistics, Cumulative GPA: 3.9
University of Waterloo 2011 — 2011
Shad Valley, Mathematics, Technology, Design, Entrepreneurship
Marc Garneau Collegiate Institute 2009 — 2013
High School, TOPS magnet program for mathematics and the sciences
ABN AMRO Bank N.V. June 2015 - Present
BNP Paribas September 2013 - May 2014
Ion Bank May 2012 - August 2012
Wall Street Oasis March 2012 - June 2012
Center for Students with Disabilities October 2011 - December 2011
Skills
Bloomberg Terminal, Microsoft Word, Social Media, Accounting, Teamwork, Social Media Marketing, Outlook, PowerPoint, Access, Microsoft Excel, Management, Entrepreneurship, SEO, Microsoft Office, Finance, Analysis, Data Analysis, Facebook, Financial Analysis, Marketing, Financial Modeling
Education
The University of Connecticut 2009 — 2013
BS, Finance, Political Science
Cheshire High School 2005 — 2009
Boston Capital June 2015 - August 2015
The Greysteel Company February 2015 - May 2015
Wall Street Oasis April 2014 - July 2014
The Golf Club of Cape Cod May 2011 - July 2014
Category 5 Boat Shoes January 2014 - June 2014
Skills
Microsoft Office, Microsoft Excel, Teamwork, Leadership, PowerPoint, Critical Thinking, Microsoft Word, Social Networking, Social Media, Public Speaking, Facebook, Blogging, Sales, Research, Financial Analysis, Data Analysis, Financial Modeling, Analysis, Market Analysis, Real Estate
Education
University of Maryland College Park 2013 — 2017
Bachelor of Science (BS), Finance, General
Westwood High School 2009 — 2013
Wall Street Oasis July 2015 - Present
Sentron International June 2015 - Present
Wall Street Oasis March 2015 - July 2015
Golden River Realty June 2014 - August 2014
Nordstrom June 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Leadership
Education
University of Nevada-Reno 2012 — 2016
Bachelor's Degree, Business Administration and Management, General
Clark High School
Leerink Partners LLC August 2015 - Present
Wall Street Oasis June 2015 - September 2015
Leerink Partners LLC June 2015 - August 2015
Columbia University Medical Center September 2014 - May 2015
University of Michigan August 2012 - August 2014
University of Michigan Health System May 2013 - May 2014
University of Michigan Office of Student Conflict Resolution September 2012 - May 2014
Skills
Microsoft Excel, Microsoft Office, Healthcare Management, Health Economics, Communication, Writing, Analysis, Research, Leadership, PowerPoint, Photoshop, Public Speaking, Statistics, Public Health, SPSS, Presentation Development, Life Sciences
Education
Columbia University Mailman School of Public Health 2014 — 2016
Master of Healthcare Administration
University of Michigan 2010 — 2014
Bachelor of Science (B.S.)
University of Detroit Jesuit High School 2006 — 2010
High School Diploma
Standard & Poor's December 2014 - Present
Wall Street Oasis September 2013 - August 2014
Micron January 2013 - August 2013
Education
Concordia University 2011 — 2014
Bachelor of Commerce (B.Com.), Finance, Honours
PreScouter, Inc. 2014 - Present
Wall Street Oasis 2014 - 2014
Indiana University School of Medicine August 2006 - 2014
Education
Indiana University 2006 — 2014
Doctor of Philosophy (PhD), Biochemistry and Molecular Biology
Jawaharlal Nehru Technological University 2002 — 2006
Bachelor's degree, Biotechnology
Citadel LLC June 2015 - Present
Washington Square Technologies December 2014 - May 2015
D. E. Shaw Research June 2014 - December 2014
Jump Trading October 2012 - May 2014
Wall Street Oasis September 2013 - January 2014
Axial September 2013 - 2014
JP Morgan October 2010 - October 2012
D.E. Shaw Research, LLC July 2006 - October 2010
Stanford University September 2005 - April 2009
LLNL September 1986 - July 2006
Skills
C++, Python, High Performance..., Fortran, C, Compilers, Debugging, Parallel Programming, Computer Science, Teaching, Programming, Linux, Unix, Parallel Computing, Scientific Computing, Software Development, Fire Protection, NYS Notary Public, Algorithms, Mathematical Modeling, Algorithm Design, MPI, Unix Shell Scripting, Distributed Systems, Simulations, System Architecture
Education
University of California, Davis 1986 — 1992
Ph.D., Computer Science
California Polytechnic State University-San Luis Obispo 1985 — 1986
MS, Computer Science
University of Nebraska at Omaha 1982 — 1985
BGS, General Studies w/emphasis on computer science
Edison High School 1974 — 1978
San Jose State University
Secondary Teaching Credential, Mathematics
YCharts January 2015 - Present
Wall Street Oasis October 2011 - Present
Boutique Equity Research Firm and Hedge Fund April 2014 - November 2014
Bank of America May 2010 - August 2010
Skills
Investment Banking, Strategy, Django, Python, Data Science, MySQL, R, Machine Learning, Financial Modeling, Business Strategy, Valuation, Economics, Bloomberg, Business Development, Equities, Microsoft Office, Project Management, CRM, Corporate Finance, HTML, Private Equity, Investments, Financial Analysis, Analysis, Mergers & Acquisitions, VBA, Salesforce.com, Excel, Accounting, Hedge Funds, Microsoft Excel
Education
The Johns Hopkins University 2014 — 2014
Certificate, Data Science, 4.0 w/ Distinction
Rice University 2013 — 2013
Coursera Certficate, Programming in Python
City University of New York-Baruch College
BA, Economics
Protocol Capital Management February 2014 - May 2014
Wall Street Oasis February 2014 - May 2014
Santa Barbara City College August 2012 - May 2013
Findus Group June 2011 - September 2012
Findus Group June 2007 - August 2010
Skills
Finance, English, Economics, Stock Market, Analysis, Financial Analysis, Strategy, Financial Reporting, Accounting, Forecasting, Business Strategy, Leadership, Microsoft Excel, Project Planning
Education
Columbia University in the City of New York 2013 — 2015
Bachelor's degree, Financial Economics
Santa Barbara City College 2011 — 2013
Associate Degree in Liberal Arts & Sciences: Science & Mathematics
Campus Gymnasium Landskrona 2005 — 2008
High School Diploma, Social Sciences and International Relations
Putnam Lexus June 2015 - Present
Lexus Santa Monica June 2013 - March 2015
Wall Street Oasis May 2012 - May 2013
JHD January 2010 - April 2012
NA Nation Wide Mortgage November 2007 - December 2009
Skills
Marketing, Sales, Account Management, Marketing Strategy, Advertising, Social Media Marketing, Social Media, New Business Development, Marketing Communications, Sales Management, Customer Service, B2B, Online Advertising, Cold Calling, Microsoft Office, Negotiation, Online Marketing, Leadership, Email Marketing, CRM, Social Networking, Lead Generation, Direct Sales, Business Development, Salesforce.com, Digital Marketing, Direct Marketing, SEO, Strategic Partnerships, Market Research, SEM, Selling, Sales Process
Education
Trent University 1996 — 1999
Trent U
Business Administration and Management, General
Shanghai Yudu Investment Group - Sichuan Xinglida Group September 2014 - July 2015
BirchStreet Systems July 2013 - August 2014
Wall Street Oasis 2012 - June 2013
Irvine Global Innovation Group October 2012 - April 2013
Holiday Inn Hotel & Suites June 2011 - September 2011
CUTCO Cutlery June 2008 - August 2008
Skills
Leadership, PowerPoint, Microsoft Office, Microsoft Excel, Marketing, Management, Customer Service, Strategic Planning, Facebook, Microsoft Word, Sales, Networking, Social Networking, Public Speaking, Time Management, Strategy, Research, Global Business..., HTML, Social Media, Access, Project Management, Data Entry, OS X, Teamwork, Microsoft SQL Server, Business Development
Education
University of California, Irvine 2009 — 2013
B.A, Business Economics
Justworks May 2015 - Present
Fueled November 2013 - May 2015
Constitution Advisors November 2010 - April 2013
Wall Street Oasis June 2012 - February 2013
Skills
Ruby on Rails, HTML, CSS3, PostgreSQL, Test Driven Development, RSpec, Capybara, JavaScript, jQuery, Github, Git, Pivotal Tracker, Tax Accounting, Financial Analysis
Education
Clemson University - College of Business and Behavioral Science 2005 — 2009
Accounting
Clemson University - College of Business and Behavioral Science 2005 — 2009
Financial Management, Corporate Finance
The Valerie Fund January 2014 - Present
Wall Street Oasis September 2013 - Present
Seton Hall University September 2012 - November 2012
Toyota Scion Universe Corp June 2010 - September 2010
Gateway Group One June 2007 - May 2009
Skills
Customer Service, Security, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Photoshop, Financial Analysis, Technical Analysis, Bloomberg Terminal, Research, Access, Leadership, Finance
Education
Seton Hall University 2010 — 2014
Bachelor of Science (B.S.) Business Administration, Finance, General, 2.77
University of Phoenix 2009 — 2010
Associate of Arts, Art/Web Design
Columbia High School
Hugh Johnson April 2015 - Present
Historic Golf Images December 2013 - Present
Wall Street Oasis April 2015 - May 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Dartmouth College 2013 — 2017
Economics, Sophomore
The London School of Economics and Political Science (LSE) 2015 — 2015
Study Abroad, Political Science and Government
St. Andrew's School 2009 — 2013
High School Diploma, Magma Cum Laude