Wall Street Prep
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Wall Street Prep Employees
Employee
Years
Job
Industry
Sara Arbelaez Sara Arbelaez's Wall Street Prep Experience September 2014 - September 2014
Job Analyst, Talent Solutions Team at CEB
Industry Management Consulting
Experience
CEB August 2015 - Present
Smith CollegeLewis Global Studies Center September 2014 - May 2015
Wall Street Prep September 2014 - September 2014
Center for American Progress June 2014 - September 2014
Smith College Junior Year Abroad Geneva Track A January 2014 - June 2014
International Labor Organization February 2014 - May 2014
SIT Study Abroad- School for International Training August 2013 - December 2013
America Reads Connections After School Program September 2011 - May 2013
CREA House 2012 - 2013
UNESCO at the University of Connecticut 2012 - 2012
Skills
Foreign Languages, Microsoft Excel, Tutoring, Nonprofits, Research, Public Speaking, Community Outreach, Policy, Fundraising, Editing, Social Media, Event Planning, Training
Education
Smith College 2011 — 2015
B.A, Economics
Ellington High School 2007 — 2011
CEB August 2015 - Present
Smith CollegeLewis Global Studies Center September 2014 - May 2015
Wall Street Prep September 2014 - September 2014
Center for American Progress June 2014 - September 2014
Smith College Junior Year Abroad Geneva Track A January 2014 - June 2014
International Labor Organization February 2014 - May 2014
SIT Study Abroad- School for International Training August 2013 - December 2013
America Reads Connections After School Program September 2011 - May 2013
CREA House 2012 - 2013
UNESCO at the University of Connecticut 2012 - 2012
Skills
Foreign Languages, Microsoft Excel, Tutoring, Nonprofits, Research, Public Speaking, Community Outreach, Policy, Fundraising, Editing, Social Media, Event Planning, Training
Education
Smith College 2011 — 2015
B.A, Economics
Ellington High School 2007 — 2011
Matt Zumbach, CFA Matt Zumbach, CFA's Wall Street Prep Experience September 2013 - Present
Job Director / Portfolio Manager (Investments)
Industry Investment Management
Experience
Aon Corporation October 2009 - Present
Wall Street Prep September 2013 - Present
Northwestern Endowment Office June 2009 - August 2009
Black River Asset Management June 2008 - August 2008
LightPoint Capital August 2005 - July 2007
Credit Suisse July 2004 - August 2005
Skills
Tactical Asset..., Private Pilot, Hedge Funds, Swaptions, Equities, Microsoft Excel, Triathlon, Financial Modeling, Investment Management, Asset Allocation, Investment Strategies, Due Diligence, Portfolio Management, Investments, Valuation
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance & General Management
University of Michigan - Stephen M. Ross School of Business 2003 — 2004
MAcc, Accounting
Miami University 1999 — 2004
Bachelors, Finance & Economics
Aon Corporation October 2009 - Present
Wall Street Prep September 2013 - Present
Northwestern Endowment Office June 2009 - August 2009
Black River Asset Management June 2008 - August 2008
LightPoint Capital August 2005 - July 2007
Credit Suisse July 2004 - August 2005
Skills
Tactical Asset..., Private Pilot, Hedge Funds, Swaptions, Equities, Microsoft Excel, Triathlon, Financial Modeling, Investment Management, Asset Allocation, Investment Strategies, Due Diligence, Portfolio Management, Investments, Valuation
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance & General Management
University of Michigan - Stephen M. Ross School of Business 2003 — 2004
MAcc, Accounting
Miami University 1999 — 2004
Bachelors, Finance & Economics
Nicholas Bokos Nicholas Bokos's Wall Street Prep Experience August 2014 - August 2014
Job Summer Analyst at HSBC Global Banking and Markets
Industry Capital Markets
Experience
HSBC Global Banking and Markets June 2015 - Present
Qube-4D June 2014 - September 2014
Wall Street Prep August 2014 - August 2014
McGill University July 2014 - July 2014
TMX Montreal Exchange February 2014 - April 2014
Groupe Dynamite May 2011 - August 2013
Education
McGill University 2012 — 2015
Bachelor of Commerce (BCom), Finance, General
IE Business School
Bachelor of Commerce (B.Com.), Finance, General
CEGEP - John Abbott College 2010 — 2012
Diploma of College Studies (DCS/DEC), Business/Commerce, General
Collège Notre-Dame 2006 — 2010
High School
HSBC Global Banking and Markets June 2015 - Present
Qube-4D June 2014 - September 2014
Wall Street Prep August 2014 - August 2014
McGill University July 2014 - July 2014
TMX Montreal Exchange February 2014 - April 2014
Groupe Dynamite May 2011 - August 2013
Education
McGill University 2012 — 2015
Bachelor of Commerce (BCom), Finance, General
IE Business School
Bachelor of Commerce (B.Com.), Finance, General
CEGEP - John Abbott College 2010 — 2012
Diploma of College Studies (DCS/DEC), Business/Commerce, General
Collège Notre-Dame 2006 — 2010
High School
Scott A. Humphries's Wall Street Prep Experience 2008 - Present
Job Senior Sales Manager
Industry Financial Services
Experience
Wall Street Prep 2008 - Present
Skills
Account Management, Financial Services, Customer Service, Training, Strategy, Call Center, Analysis, Business Development, Business Planning, Business Strategy, Change Management, Cross-functional Team..., Sales Process, Salesforce.com, Sales Management, Sales, Risk Management, Retail, Recruiting, Social Media, Start-ups, Talent Acquisition, Team Building, Team Management, Time Management, Program Management, New Business Development, Negotiation, Marketing Strategy, Market Research, Leadership, Visio, Lead Generation, Forecasting, Financial Analysis, Call Centers, Management, Marketing, Teamwork, Strategic Partnerships, CRM, Project Management, Business Analysis, Fundraising, Selling, Strategic Planning, Microsoft Excel, Direct Sales, Management Consulting, Process Improvement
Education
Bentley University
Newburyport, MA High School
Wall Street Prep 2008 - Present
Skills
Account Management, Financial Services, Customer Service, Training, Strategy, Call Center, Analysis, Business Development, Business Planning, Business Strategy, Change Management, Cross-functional Team..., Sales Process, Salesforce.com, Sales Management, Sales, Risk Management, Retail, Recruiting, Social Media, Start-ups, Talent Acquisition, Team Building, Team Management, Time Management, Program Management, New Business Development, Negotiation, Marketing Strategy, Market Research, Leadership, Visio, Lead Generation, Forecasting, Financial Analysis, Call Centers, Management, Marketing, Teamwork, Strategic Partnerships, CRM, Project Management, Business Analysis, Fundraising, Selling, Strategic Planning, Microsoft Excel, Direct Sales, Management Consulting, Process Improvement
Education
Bentley University
Newburyport, MA High School
Devin Rainone's Wall Street Prep Experience April 2015 - April 2015
Job Financial Analytics
Industry Financial Services
Experience
Bloomberg LP August 2015 - Present
Barnum Financial Group, an Office of Metlife Inc. April 2015 - June 2015
State of Rhode Island December 2011 - June 2015
Wall Street Prep April 2015 - April 2015
Oppenheimer & Co. Inc. June 2014 - August 2014
Rhode Island Department of Treasury September 2013 - May 2014
Johnson & Wales University August 2013 - May 2014
The Carnegie Abbey Club June 2013 - August 2013
Hasbro Ireland March 2013 - June 2013
U.S. Bankruptcy Court September 2012 - March 2013
Skills
Public Speaking, Analysis, Research, Customer Service, Finance, Economics, Microsoft Excel, Proven Leadership Skills, Politics, Financial Statement..., Market Research, Fundamental Analysis, Financial Analysis, Time Management, Leadership, Microsoft Office, Strategic Planning, Teamwork, Management, Communication
Education
Johnson & Wales University 2011 — 2015
Bachelor’s Degree, International Business with a Triple Concentration in Finance & Economics & Investments, Summa Cum Laude - 3.94
West Warwick High School 2007 — 2011
Bloomberg LP August 2015 - Present
Barnum Financial Group, an Office of Metlife Inc. April 2015 - June 2015
State of Rhode Island December 2011 - June 2015
Wall Street Prep April 2015 - April 2015
Oppenheimer & Co. Inc. June 2014 - August 2014
Rhode Island Department of Treasury September 2013 - May 2014
Johnson & Wales University August 2013 - May 2014
The Carnegie Abbey Club June 2013 - August 2013
Hasbro Ireland March 2013 - June 2013
U.S. Bankruptcy Court September 2012 - March 2013
Skills
Public Speaking, Analysis, Research, Customer Service, Finance, Economics, Microsoft Excel, Proven Leadership Skills, Politics, Financial Statement..., Market Research, Fundamental Analysis, Financial Analysis, Time Management, Leadership, Microsoft Office, Strategic Planning, Teamwork, Management, Communication
Education
Johnson & Wales University 2011 — 2015
Bachelor’s Degree, International Business with a Triple Concentration in Finance & Economics & Investments, Summa Cum Laude - 3.94
West Warwick High School 2007 — 2011
Ricardo Kabila Ricardo Kabila's Wall Street Prep Experience October 2012 - October 2012
Job MS Candidate Geological Sciences/Geophysics at USC
Industry Oil & Energy
Experience
University of South Carolina August 2013 - Present
Connecticut College Math Help Center August 2010 - May 2013
Wall Street Prep October 2012 - October 2012
Golden Seeds May 2012 - August 2012
Connecticut College May 2011 - August 2011
Development Workshop January 2009 - July 2009
Skills
Geophysics, Geology, Research, Python, Statistics, Stata, Leadership, Project Management, Investment Banking, Consulting, Venture Capital, Nonprofits, Microsoft Office, Fundraising, Teaching
Education
University of South Carolina 2013 — 2015
Master of Science (MS), Geological and Earth Sciences/Geosciences - Geophysics track
Connecticut College 2009 — 2013
BA, Physics
Connecticut College 2009 — 2013
BA, Mathematics; Economics minor
Higher School of Economics/Independent University of Moscow 2011 — 2011
Math in Moscow Program, Mathematics
Waterford Kamhlaba United World College of Southern Africa 2007 — 2008
International Baccalaureate, Physics, Mathematics and Chemistry - HL
University of South Carolina August 2013 - Present
Connecticut College Math Help Center August 2010 - May 2013
Wall Street Prep October 2012 - October 2012
Golden Seeds May 2012 - August 2012
Connecticut College May 2011 - August 2011
Development Workshop January 2009 - July 2009
Skills
Geophysics, Geology, Research, Python, Statistics, Stata, Leadership, Project Management, Investment Banking, Consulting, Venture Capital, Nonprofits, Microsoft Office, Fundraising, Teaching
Education
University of South Carolina 2013 — 2015
Master of Science (MS), Geological and Earth Sciences/Geosciences - Geophysics track
Connecticut College 2009 — 2013
BA, Physics
Connecticut College 2009 — 2013
BA, Mathematics; Economics minor
Higher School of Economics/Independent University of Moscow 2011 — 2011
Math in Moscow Program, Mathematics
Waterford Kamhlaba United World College of Southern Africa 2007 — 2008
International Baccalaureate, Physics, Mathematics and Chemistry - HL
Yijun Hou Yijun Hou's Wall Street Prep Experience 2012 - 2013
Job Trainee at Oak Stream Partners, LLC
Industry Financial Services
Experience
Oak Stream Partners, LLC January 2014 - Present
Latus Advisors May 2013 - August 2013
Pepperdine University Graziadio School of Business and Management August 2012 - August 2013
Wall Street Prep 2012 - 2013
Shanghai Chengding Investment Co. Ltd May 2012 - June 2012
HSBC Bank (China) Company Limited, Global Banking Department August 2011 - September 2011
Art Space 19Art “Image Tunnel” of M50 Creative Park July 2009 - February 2011
China Telecom July 2010 - August 2010
Skills
Visual C++, Matlab, Photoshop, Chinese, Microsoft Excel, Data Analysis, Financial Accounting, Economics, Programming, Financial Modeling, Management, Social Media Marketing, Statistics, Financial Analysis, Market Research, Marketing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Master of Applied Finance, Investment
Shanghai University of Engineering Science 2008 — 2012
Bachelor's degree, Electronic Information Engineering
Oak Stream Partners, LLC January 2014 - Present
Latus Advisors May 2013 - August 2013
Pepperdine University Graziadio School of Business and Management August 2012 - August 2013
Wall Street Prep 2012 - 2013
Shanghai Chengding Investment Co. Ltd May 2012 - June 2012
HSBC Bank (China) Company Limited, Global Banking Department August 2011 - September 2011
Art Space 19Art “Image Tunnel” of M50 Creative Park July 2009 - February 2011
China Telecom July 2010 - August 2010
Skills
Visual C++, Matlab, Photoshop, Chinese, Microsoft Excel, Data Analysis, Financial Accounting, Economics, Programming, Financial Modeling, Management, Social Media Marketing, Statistics, Financial Analysis, Market Research, Marketing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Master of Applied Finance, Investment
Shanghai University of Engineering Science 2008 — 2012
Bachelor's degree, Electronic Information Engineering
Matthew Flanagan's Wall Street Prep Experience October 2013 - October 2013
Job RA, Financial Institutions Ratings at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's June 2015 - Present
Royal Bank of Scotland June 2014 - August 2014
Wall Street Prep October 2013 - October 2013
Federated Investors, Inc. May 2013 - August 2013
Skills
Financial Modeling, Credit Analysis, Financial Forecasting, Monte Carlo Simulation, Financial Risk, Microsoft Excel, Bloomberg, FactSet, Microsoft Office, Public Speaking, Negotiation, PowerPoint, Microsoft Word, Team Leadership, Research, Management, Analysis, Access
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Science (BS), Finance
King Philip Regional High School 2007 — 2011
Standard & Poor's June 2015 - Present
Royal Bank of Scotland June 2014 - August 2014
Wall Street Prep October 2013 - October 2013
Federated Investors, Inc. May 2013 - August 2013
Skills
Financial Modeling, Credit Analysis, Financial Forecasting, Monte Carlo Simulation, Financial Risk, Microsoft Excel, Bloomberg, FactSet, Microsoft Office, Public Speaking, Negotiation, PowerPoint, Microsoft Word, Team Leadership, Research, Management, Analysis, Access
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Science (BS), Finance
King Philip Regional High School 2007 — 2011
Elise Smith Elise Smith's Wall Street Prep Experience September 2015 - September 2015
Job Intern at Center for Women and Financial Independence (WFI)
Industry
Experience
Center for Women and Financial Independence (WFI) September 2015 - Present
Wall Street Prep September 2015 - September 2015
Silicon Valley Bank June 2015 - August 2015
Global Social Observatory September 2014 - May 2015
Umpqua Bank May 2014 - August 2014
Smith College September 2012 - May 2014
OHSU February 2010 - September 2011
Skills
Stata, Statistics, Market Research, Quantitative Research, Survey Design, Focus Groups, SPSS, Research, Literature Reviews, Survey Research, Report Writing, Microsoft Word, Microsoft Office, Public Speaking
Education
Smith College 2012 — 2016
Bachelor of Arts (B.A.), Economics, concentration in Global Financial Institutions
Graduate Institute of International and Development Studies 2014 — 2015
University of Geneva 2014 — 2015
Faculté des Sciences Economiques et Sociales
Woodrow Wilson High School 2008 — 2012
Advanced Honors Diploma
Center for Women and Financial Independence (WFI) September 2015 - Present
Wall Street Prep September 2015 - September 2015
Silicon Valley Bank June 2015 - August 2015
Global Social Observatory September 2014 - May 2015
Umpqua Bank May 2014 - August 2014
Smith College September 2012 - May 2014
OHSU February 2010 - September 2011
Skills
Stata, Statistics, Market Research, Quantitative Research, Survey Design, Focus Groups, SPSS, Research, Literature Reviews, Survey Research, Report Writing, Microsoft Word, Microsoft Office, Public Speaking
Education
Smith College 2012 — 2016
Bachelor of Arts (B.A.), Economics, concentration in Global Financial Institutions
Graduate Institute of International and Development Studies 2014 — 2015
University of Geneva 2014 — 2015
Faculté des Sciences Economiques et Sociales
Woodrow Wilson High School 2008 — 2012
Advanced Honors Diploma
Conor Meehan's Wall Street Prep Experience September 2011 - September 2011
Job BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management March 2012 - Present
Wall Street Prep September 2011 - September 2011
Skills
Financial Modeling, Program Management, Financial Analysis, Valuation, Research, Investments, Microsoft Excel, Equities, Social Media, Public Speaking, Leadership, PowerPoint, Due Diligence, Asset Management, Bloomberg, Alternative Investments
Education
Amherst College 2007 — 2011
Bachelor of Arts, English
Choate Rosemary Hall 2003 — 2007
BNY Mellon Wealth Management March 2012 - Present
Wall Street Prep September 2011 - September 2011
Skills
Financial Modeling, Program Management, Financial Analysis, Valuation, Research, Investments, Microsoft Excel, Equities, Social Media, Public Speaking, Leadership, PowerPoint, Due Diligence, Asset Management, Bloomberg, Alternative Investments
Education
Amherst College 2007 — 2011
Bachelor of Arts, English
Choate Rosemary Hall 2003 — 2007
Dana Jeffers's Wall Street Prep Experience January 2015 - January 2015
Job Incoming Investment Banking Analyst at Barclays
Industry Investment Banking
Experience
Carolina Finance and Investment Association May 2015 - Present
Citi January 2015 - Present
Barclays June 2015 - August 2015
Bank of Tokyo-Mitsubishi UFJ May 2015 - May 2015
Carolina Finance & Investment Association September 2014 - May 2015
Wall Street Prep January 2015 - January 2015
Above Grade Level August 2014 - December 2014
Wall Street Prep October 2014 - October 2014
The Pitch Deck September 2014 - October 2014
Bank of America Merrill Lynch May 2014 - August 2014
Skills
InDesign, Microsoft Office, Photoshop, Bloomberg Terminal, Fixed Income Analysis, Financial Modeling, DCF Valuation, Financial Statement...
Education
University of South Carolina - Darla Moore School of Business 2013 — 2016
Bachelor of Science in Business Administration (B.S.B.A.), Finance
CEA Study Abroad 2014 — 2014
Spanish
Open Door 2014 — 2014
Bank of America Merrill Lynch: Inside an Investment Bank, Finance, Online course introducing & training candidates for a career in finance
Neshaminy High School 2008 — 2012
High School Diploma
Carolina Finance and Investment Association May 2015 - Present
Citi January 2015 - Present
Barclays June 2015 - August 2015
Bank of Tokyo-Mitsubishi UFJ May 2015 - May 2015
Carolina Finance & Investment Association September 2014 - May 2015
Wall Street Prep January 2015 - January 2015
Above Grade Level August 2014 - December 2014
Wall Street Prep October 2014 - October 2014
The Pitch Deck September 2014 - October 2014
Bank of America Merrill Lynch May 2014 - August 2014
Skills
InDesign, Microsoft Office, Photoshop, Bloomberg Terminal, Fixed Income Analysis, Financial Modeling, DCF Valuation, Financial Statement...
Education
University of South Carolina - Darla Moore School of Business 2013 — 2016
Bachelor of Science in Business Administration (B.S.B.A.), Finance
CEA Study Abroad 2014 — 2014
Spanish
Open Door 2014 — 2014
Bank of America Merrill Lynch: Inside an Investment Bank, Finance, Online course introducing & training candidates for a career in finance
Neshaminy High School 2008 — 2012
High School Diploma
Alisabeth Loewenthal Alisabeth Loewenthal's Wall Street Prep Experience October 2007 - January 2009
Job ESL Teacher at Highland Central School District
Industry Education Management
Experience
Highland Central School District September 2010 - Present
Oranim March 2010 - June 2010
Oranim October 2009 - March 2010
Wall Street Prep October 2007 - January 2009
Eduventures September 2005 - August 2007
Education
Simmons College 2005 — 2007
Master's, Communications Management
Simmons College 2003 — 2006
B.S., Communications
State University of New York at New Paltz
Highland Central School District September 2010 - Present
Oranim March 2010 - June 2010
Oranim October 2009 - March 2010
Wall Street Prep October 2007 - January 2009
Eduventures September 2005 - August 2007
Education
Simmons College 2005 — 2007
Master's, Communications Management
Simmons College 2003 — 2006
B.S., Communications
State University of New York at New Paltz
Antonio Cartolano Antonio Cartolano's Wall Street Prep Experience June 2014 - June 2014
Job Investment Analyst at WMS Partners, LLC
Industry Investment Management
Experience
WMS Partners, LLC April 2015 - Present
Loyola University Maryland September 2013 - Present
Forbes June 2014 - August 2014
Wall Street Prep June 2014 - June 2014
Skills
Financial Modeling, Equity Trading, Investments, Finance, Microsoft Excel, Market Research, Financial Analysis, Leadership
Education
Loyola University Maryland 2013 — 2017
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Fordham Preparatory School 2009 — 2013
WMS Partners, LLC April 2015 - Present
Loyola University Maryland September 2013 - Present
Forbes June 2014 - August 2014
Wall Street Prep June 2014 - June 2014
Skills
Financial Modeling, Equity Trading, Investments, Finance, Microsoft Excel, Market Research, Financial Analysis, Leadership
Education
Loyola University Maryland 2013 — 2017
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Fordham Preparatory School 2009 — 2013
Frank Donovan Frank Donovan's Wall Street Prep Experience December 2006 - March 2012
Job Vice President, Business Development at Model Capital Management LLC
Industry Financial Services
Experience
Model Capital Management LLC April 2012 - Present
Wall Street Prep December 2006 - March 2012
Varden Technologies March 2005 - October 2006
Exivity, Inc. August 2001 - February 2005
DYS Analytics, Inc. (now Permessa Corporation) January 2000 - August 2001
NewsEdge/Individual February 1993 - December 1999
Block Hotel Corporation March 1988 - October 1992
Noymer Manufacturing January 1986 - February 1988
Digital Equipment Corporation June 1984 - January 1986
Skills
New Product Launch, Strategic Planning, Solution Selling, Channel Partners, New Business Development, Buy-side solutions, Financial Technology, Financial Research, Client Reporting, Asset Allocation, Product Development, Sales Operations, Management, Selling, Business Development, Executive Management, SaaS, Professional Services, Investments, Finance, Financial Services, Start-ups, Sales, Asset Management, Strategy, Consulting
Education
University of Pennsylvania - The Wharton School 1980 — 1984
BS Economics, Finance/Computer Science
Model Capital Management LLC April 2012 - Present
Wall Street Prep December 2006 - March 2012
Varden Technologies March 2005 - October 2006
Exivity, Inc. August 2001 - February 2005
DYS Analytics, Inc. (now Permessa Corporation) January 2000 - August 2001
NewsEdge/Individual February 1993 - December 1999
Block Hotel Corporation March 1988 - October 1992
Noymer Manufacturing January 1986 - February 1988
Digital Equipment Corporation June 1984 - January 1986
Skills
New Product Launch, Strategic Planning, Solution Selling, Channel Partners, New Business Development, Buy-side solutions, Financial Technology, Financial Research, Client Reporting, Asset Allocation, Product Development, Sales Operations, Management, Selling, Business Development, Executive Management, SaaS, Professional Services, Investments, Finance, Financial Services, Start-ups, Sales, Asset Management, Strategy, Consulting
Education
University of Pennsylvania - The Wharton School 1980 — 1984
BS Economics, Finance/Computer Science
Samantha Fowle Samantha Fowle's Wall Street Prep Experience February 2014 - Present
Job Assistant Office Manager at Wall Street Prep
Industry Logistics and Supply Chain
Experience
Wall Street Prep February 2014 - Present
Essex Rowing Club September 2013 - June 2014
Upper Arlington Crew June 2012 - August 2012
Skills
Teamwork, Time Management, Microsoft Office, PowerPoint, Social Media, Team Leadership, Leadership, Social Networking, Public Speaking, Microsoft Excel, Data Analysis, Microsoft Word, Research, Outlook, Life Coaching, Role Model, Sarcasm
Education
The Ohio State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Operations Management
Westborough High School 2005 — 2009
Wall Street Prep February 2014 - Present
Essex Rowing Club September 2013 - June 2014
Upper Arlington Crew June 2012 - August 2012
Skills
Teamwork, Time Management, Microsoft Office, PowerPoint, Social Media, Team Leadership, Leadership, Social Networking, Public Speaking, Microsoft Excel, Data Analysis, Microsoft Word, Research, Outlook, Life Coaching, Role Model, Sarcasm
Education
The Ohio State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Operations Management
Westborough High School 2005 — 2009
Alice Fadiora Alice Fadiora's Wall Street Prep Experience October 2008 - October 2008
Job Paraplanner at TriBridge Partners
Industry Investment Management
Experience
TriBridge Partners, LLC August 2013 - Present
Brown Advisory August 2010 - April 2011
Haverford College May 2007 - May 2010
Haverford College September 2006 - May 2010
Sage Financial Group June 2009 - August 2009
Standish Mellon Asset Management March 2009 - March 2009
Falcon Investments January 2009 - January 2009
Harvard Business School Summer Venture in Management Program (SVMP) Alumni Association 2009 - 2009
Sustainable Investments Seminar at Haverford College November 2008 - December 2008
Wall Street Prep October 2008 - October 2008
Skills
Investments, Leadership, Due Diligence, Entrepreneurship, Equities, Equity Research, Investment Strategies, Analysis
Education
Princeton Theological Seminary 2014 — 2017
Master's Degree, Masters of Divinity
Haverford College 2006 — 2010
Bachelor of Arts, Economics
TriBridge Partners, LLC August 2013 - Present
Brown Advisory August 2010 - April 2011
Haverford College May 2007 - May 2010
Haverford College September 2006 - May 2010
Sage Financial Group June 2009 - August 2009
Standish Mellon Asset Management March 2009 - March 2009
Falcon Investments January 2009 - January 2009
Harvard Business School Summer Venture in Management Program (SVMP) Alumni Association 2009 - 2009
Sustainable Investments Seminar at Haverford College November 2008 - December 2008
Wall Street Prep October 2008 - October 2008
Skills
Investments, Leadership, Due Diligence, Entrepreneurship, Equities, Equity Research, Investment Strategies, Analysis
Education
Princeton Theological Seminary 2014 — 2017
Master's Degree, Masters of Divinity
Haverford College 2006 — 2010
Bachelor of Arts, Economics
Ayesha Sadaf Khan Ayesha Sadaf Khan's Wall Street Prep Experience September 2014 - September 2014
Job Summer Research Fellow at Smith College: Center for Molecular Biology
Industry
Experience
Manzil Educational Organization November 2014 - Present
Girl Rising August 2013 - Present
ModernGuild June 2015 - August 2015
ModernGuild June 2015 - August 2015
Smith College: Center for Molecular Biology May 2015 - July 2015
Goldman Sachs October 2014 - October 2014
Wall Street Prep September 2014 - September 2014
Oxford University Press May 2014 - August 2014
Smith College July 2014 - July 2014
Office of College Relations - Smith College September 2013 - February 2014
Skills
Blogging, Event Planning, Research, Fundraising, Copy Editing, Editing, Community Outreach, Nonprofits, Higher Education, International Relations, Data Analysis, Teaching, Program Development, Education, Facebook, Policy Analysis, Creative Writing, Policy Writing
Education
Smith College 2012 — 2016
Bachelor of Science (B.S.) Engineering and Bachelor of Arts (B.A.) English
Karachi Grammar School 2005 — 2011
Manzil Educational Organization November 2014 - Present
Girl Rising August 2013 - Present
ModernGuild June 2015 - August 2015
ModernGuild June 2015 - August 2015
Smith College: Center for Molecular Biology May 2015 - July 2015
Goldman Sachs October 2014 - October 2014
Wall Street Prep September 2014 - September 2014
Oxford University Press May 2014 - August 2014
Smith College July 2014 - July 2014
Office of College Relations - Smith College September 2013 - February 2014
Skills
Blogging, Event Planning, Research, Fundraising, Copy Editing, Editing, Community Outreach, Nonprofits, Higher Education, International Relations, Data Analysis, Teaching, Program Development, Education, Facebook, Policy Analysis, Creative Writing, Policy Writing
Education
Smith College 2012 — 2016
Bachelor of Science (B.S.) Engineering and Bachelor of Arts (B.A.) English
Karachi Grammar School 2005 — 2011
Spenser Brown Spenser Brown's Wall Street Prep Experience June 2013 - July 2013
Job Investment Banking Analyst at Citigroup
Industry Investment Banking
Experience
Citigroup June 2015 - Present
Milwaukee School of Engineering September 2012 - March 2015
MGS Mfg. Group September 2014 - February 2015
BGI / Cascade Investment, LLC June 2014 - August 2014
Transamerica Financial Advisors, Inc. / Managed Wealth Financial October 2011 - May 2014
MGS Mfg. Group December 2013 - February 2014
Investment Banking Institute June 2013 - July 2013
Wall Street Prep June 2013 - July 2013
Strattec Security Corporation March 2013 - May 2013
Goaltender December 2008 - August 2010
Skills
Lean Manufacturing, Stochastic Modeling, Six Sigma, MRP, Leadership, Financial Analysis, Monte Carlo Simulation, Valuation, Public Speaking, Die Casting, Data Analysis, Comedy, Coaching, VBA, Team Leadership, Microsoft Office, Microsoft Excel, Highly Dedicated, Management, Teamwork, Time Management, Quality Assurance, Financial Modeling, Program Management, Marketing, Facilities Development, Consulting, Solidworks, Simio, AutoCAD, CNC Programming, Rapid Prototyping, Success Oriented, Corporate Finance, FMEA, Project Management, Strategic Planning, Investments, Mergers & Acquisitions, Investment Banking, Insurance, Investment Advisory, Positive Personality, Portfolio Management, Problem Solving, Equities, Asset Management, Value Stream Mapping, Design of Experiments, Ergonomics
Education
Milwaukee School of Engineering 2010 — 2015
Double Major – B.S. in Industrial Engineering and B.S. in Business Management, Concentration – Financial Management, Minor – Mathematics
William Henry Harrison High School 2005 — 2009
Honors Diploma with Distinction, College Prep West Lafayette, Indiana
Citigroup June 2015 - Present
Milwaukee School of Engineering September 2012 - March 2015
MGS Mfg. Group September 2014 - February 2015
BGI / Cascade Investment, LLC June 2014 - August 2014
Transamerica Financial Advisors, Inc. / Managed Wealth Financial October 2011 - May 2014
MGS Mfg. Group December 2013 - February 2014
Investment Banking Institute June 2013 - July 2013
Wall Street Prep June 2013 - July 2013
Strattec Security Corporation March 2013 - May 2013
Goaltender December 2008 - August 2010
Skills
Lean Manufacturing, Stochastic Modeling, Six Sigma, MRP, Leadership, Financial Analysis, Monte Carlo Simulation, Valuation, Public Speaking, Die Casting, Data Analysis, Comedy, Coaching, VBA, Team Leadership, Microsoft Office, Microsoft Excel, Highly Dedicated, Management, Teamwork, Time Management, Quality Assurance, Financial Modeling, Program Management, Marketing, Facilities Development, Consulting, Solidworks, Simio, AutoCAD, CNC Programming, Rapid Prototyping, Success Oriented, Corporate Finance, FMEA, Project Management, Strategic Planning, Investments, Mergers & Acquisitions, Investment Banking, Insurance, Investment Advisory, Positive Personality, Portfolio Management, Problem Solving, Equities, Asset Management, Value Stream Mapping, Design of Experiments, Ergonomics
Education
Milwaukee School of Engineering 2010 — 2015
Double Major – B.S. in Industrial Engineering and B.S. in Business Management, Concentration – Financial Management, Minor – Mathematics
William Henry Harrison High School 2005 — 2009
Honors Diploma with Distinction, College Prep West Lafayette, Indiana
Jai Sung Lee's Wall Street Prep Experience April 2014 - April 2014
Job President of Finance Association at Clark University
Industry Financial Services
Experience
Undisclosed June 2015 - Present
Net Impact February 2015 - Present
Clark University Graduate School of Management November 2014 - Present
Clark University Endowment January 2015 - May 2015
Office of Student Leadership & Programming August 2014 - May 2015
Residential Life & Housing May 2014 - May 2015
Clark University Club Soccer August 2012 - May 2015
National Grid May 2013 - May 2014
Residential Life & Housing August 2011 - May 2014
Wall Street Prep April 2014 - April 2014
Skills
SPSS, Microsoft Excel, Event Planning, PowerPoint, Research, Public Speaking, Social Media, Data Analysis, Fundraising, Microsoft Word, Community Outreach, Financial Analysis, Equity Valuation, DCF Valuation, Valuation Modeling, Financial Modeling
Education
Clark University 2014 — 2015
Master of Science (M.S.), Finance
Clark University 2010 — 2014
Bachelor of Arts (B.A.), Psychology & Business Management
Mountainview International Christian School 2006 — 2010
High School Diploma
Undisclosed June 2015 - Present
Net Impact February 2015 - Present
Clark University Graduate School of Management November 2014 - Present
Clark University Endowment January 2015 - May 2015
Office of Student Leadership & Programming August 2014 - May 2015
Residential Life & Housing May 2014 - May 2015
Clark University Club Soccer August 2012 - May 2015
National Grid May 2013 - May 2014
Residential Life & Housing August 2011 - May 2014
Wall Street Prep April 2014 - April 2014
Skills
SPSS, Microsoft Excel, Event Planning, PowerPoint, Research, Public Speaking, Social Media, Data Analysis, Fundraising, Microsoft Word, Community Outreach, Financial Analysis, Equity Valuation, DCF Valuation, Valuation Modeling, Financial Modeling
Education
Clark University 2014 — 2015
Master of Science (M.S.), Finance
Clark University 2010 — 2014
Bachelor of Arts (B.A.), Psychology & Business Management
Mountainview International Christian School 2006 — 2010
High School Diploma
Nick Skrine's Wall Street Prep Experience April 2013 - February 2014
Job Senior Software Engineer at UMass Medical School
Industry Hospital & Health Care
Experience
UMass Medical School February 2015 - Present
New England Quality Care Alliance March 2014 - December 2014
Wall Street Prep April 2013 - February 2014
Vistaprint November 2010 - April 2013
Putnam Investments January 2005 - December 2009
HarbourVest Partners October 2002 - May 2005
Deutsche Asset Management May 2001 - October 2002
Skills
Software Design, Microsoft SQL Server, Visual Basic, .NET, VB.NET, Programming, Financial Modeling, Business Analysis, Data Analysis, SQL, Agile Methodologies, Software Development, Analytics, Software Integrations, System Design, Statistical Modeling, FX Derivatives, Equity Capital Markets, Capital Markets, Requirements Analysis, Databases, Requirements Gathering, Project Management, Business Intelligence, Software Project..., Management, VBA, SAP BPC, C#, Enterprise Architecture, Global Marketing, Manage Client..., Integration, Oracle, Analysis, CRM, Data Warehousing, Database Design, Business Process, Enterprise Software, Scrum, SSIS, Agile Project Management, Software Engineering, SOAP, Project Planning, OLAP, User Acceptance Testing, Information Technology, HTML
Education
Boston University 2014 — 2016
Master's degree, Computer Information Systems
Boston College 1997 — 2001
BS, Computer Science and Mathematics
UMass Medical School February 2015 - Present
New England Quality Care Alliance March 2014 - December 2014
Wall Street Prep April 2013 - February 2014
Vistaprint November 2010 - April 2013
Putnam Investments January 2005 - December 2009
HarbourVest Partners October 2002 - May 2005
Deutsche Asset Management May 2001 - October 2002
Skills
Software Design, Microsoft SQL Server, Visual Basic, .NET, VB.NET, Programming, Financial Modeling, Business Analysis, Data Analysis, SQL, Agile Methodologies, Software Development, Analytics, Software Integrations, System Design, Statistical Modeling, FX Derivatives, Equity Capital Markets, Capital Markets, Requirements Analysis, Databases, Requirements Gathering, Project Management, Business Intelligence, Software Project..., Management, VBA, SAP BPC, C#, Enterprise Architecture, Global Marketing, Manage Client..., Integration, Oracle, Analysis, CRM, Data Warehousing, Database Design, Business Process, Enterprise Software, Scrum, SSIS, Agile Project Management, Software Engineering, SOAP, Project Planning, OLAP, User Acceptance Testing, Information Technology, HTML
Education
Boston University 2014 — 2016
Master's degree, Computer Information Systems
Boston College 1997 — 2001
BS, Computer Science and Mathematics
Julio Butter's Wall Street Prep Experience April 2014 - April 2014
Job FP&A
Industry Biotechnology
Experience
Genocea Biosciences July 2015 - Present
Endowment - Clark University January 2015 - April 2015
Clark University August 2014 - December 2014
NEXT Ventures June 2014 - August 2014
Polaris June 2014 - August 2014
Clark University August 2013 - May 2014
Wall Street Prep April 2014 - April 2014
Clark University August 2013 - 2014
Clark University August 2012 - August 2013
Massachusetts Commission Against Discrimination June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Research, Valuation, Accounting, Financial Reporting, Finance, Data Analysis, Business Analysis, Microsoft Office, Help Desk Support, HTML, Public Speaking, Microsoft Excel, PowerPoint, SPSS, Microsoft Word, Customer Service, Access, Creative Problem Solving, Project Management, Communication, Interpersonal Skill, Mergers & Acquisitions
Education
Clark University Graduate School of Management (GSOM) 2013 — 2015
Master of Business Administration (MBA), Finance
Clark University 2010 — 2014
Bachelor's degree, Business Administration and Management, General
Genocea Biosciences July 2015 - Present
Endowment - Clark University January 2015 - April 2015
Clark University August 2014 - December 2014
NEXT Ventures June 2014 - August 2014
Polaris June 2014 - August 2014
Clark University August 2013 - May 2014
Wall Street Prep April 2014 - April 2014
Clark University August 2013 - 2014
Clark University August 2012 - August 2013
Massachusetts Commission Against Discrimination June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Research, Valuation, Accounting, Financial Reporting, Finance, Data Analysis, Business Analysis, Microsoft Office, Help Desk Support, HTML, Public Speaking, Microsoft Excel, PowerPoint, SPSS, Microsoft Word, Customer Service, Access, Creative Problem Solving, Project Management, Communication, Interpersonal Skill, Mergers & Acquisitions
Education
Clark University Graduate School of Management (GSOM) 2013 — 2015
Master of Business Administration (MBA), Finance
Clark University 2010 — 2014
Bachelor's degree, Business Administration and Management, General
Ashley Dean Ashley Dean's Wall Street Prep Experience October 2014 - October 2014
Job Audit Intern at KPMG US
Industry Financial Services
Experience
KPMG US June 2015 - August 2015
Receivables Management Corporation September 2014 - December 2014
Wall Street Prep October 2014 - October 2014
The Cadata Corporation, Inc. July 2014 - July 2014
Unique Construction May 2013 - August 2013
South Moon Under January 2012 - May 2012
Skills
Sales, Microsoft Word, Economics, Leadership, Microsoft Office, Customer Service, Microsoft Excel, Research, Time Management, PowerPoint, Social Networking, Public Speaking, Social Media, Teamwork
Education
University of South Carolina - Darla Moore School of Business 2012 — 2016
Bachelor's Degree, Finance, Accounting, Senior
Queensland University of Technology 2014 — 2014
Study Abroad, Finance, General
KPMG US June 2015 - August 2015
Receivables Management Corporation September 2014 - December 2014
Wall Street Prep October 2014 - October 2014
The Cadata Corporation, Inc. July 2014 - July 2014
Unique Construction May 2013 - August 2013
South Moon Under January 2012 - May 2012
Skills
Sales, Microsoft Word, Economics, Leadership, Microsoft Office, Customer Service, Microsoft Excel, Research, Time Management, PowerPoint, Social Networking, Public Speaking, Social Media, Teamwork
Education
University of South Carolina - Darla Moore School of Business 2012 — 2016
Bachelor's Degree, Finance, Accounting, Senior
Queensland University of Technology 2014 — 2014
Study Abroad, Finance, General
Cooper Schorr's Wall Street Prep Experience October 2013 - October 2013
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Franklin Templeton Investments May 2014 - Present
Wall Street Prep October 2013 - October 2013
Novartis May 2013 - August 2013
Skills
Financial Modeling, Equity Research, Financial Analysis, Data Analysis, Bloomberg Terminal, Microsoft Excel, PowerPoint, Finance, Time Management, Public Speaking, Outstanding..., Corporate Finance, Microsoft Office, Strategic Planning, Research, Social Media, Futurism, Leadership
Education
University of South Carolina - Darla Moore School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, 3.8 Major GPA
Madison High School 2007 — 2011
Wells Fargo Securities June 2015 - Present
Franklin Templeton Investments May 2014 - Present
Wall Street Prep October 2013 - October 2013
Novartis May 2013 - August 2013
Skills
Financial Modeling, Equity Research, Financial Analysis, Data Analysis, Bloomberg Terminal, Microsoft Excel, PowerPoint, Finance, Time Management, Public Speaking, Outstanding..., Corporate Finance, Microsoft Office, Strategic Planning, Research, Social Media, Futurism, Leadership
Education
University of South Carolina - Darla Moore School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, 3.8 Major GPA
Madison High School 2007 — 2011
Anthony Caliendo's Wall Street Prep Experience April 2014 - April 2014
Job Quinnipiac University School of Business
Industry Financial Services
Experience
Investment Club October 2013 - Present
Accounting Club October 2013 - Present
ILLUSTRO TRADING June 2015 - July 2015
International Snack Bar Company May 2008 - August 2014
Wall Street Prep April 2014 - April 2014
Skills
PowerPoint, Research, Microsoft Word, Customer Service, Teamwork, Project Management, Public Speaking, Microsoft Excel, Management, Microsoft Office, Banking, Real Estate
Education
Quinnipiac University 2012 — 2016
Accounting and Finance
Investment Club October 2013 - Present
Accounting Club October 2013 - Present
ILLUSTRO TRADING June 2015 - July 2015
International Snack Bar Company May 2008 - August 2014
Wall Street Prep April 2014 - April 2014
Skills
PowerPoint, Research, Microsoft Word, Customer Service, Teamwork, Project Management, Public Speaking, Microsoft Excel, Management, Microsoft Office, Banking, Real Estate
Education
Quinnipiac University 2012 — 2016
Accounting and Finance
Gillian Tisdale's Wall Street Prep Experience September 2015 - Present
Job Wealth Advisors Intern at Mesirow Financial
Industry Investment Management
Experience
Smith College Student Government Association April 2015 - Present
Wall Street Prep September 2015 - Present
ModernGuild March 2014 - Present
ModernGuild September 2014 - Present
Mesirow Financial June 2015 - August 2015
Smith College Organization Resource Committee February 2015 - April 2015
Smith College Organization Resource Committee April 2013 - April 2015
Université libre de Bruxelles October 2014 - December 2014
Northwestern Mutual May 2014 - August 2014
Office of Governor Deval L. Patrick May 2013 - August 2013
Skills
Public Speaking, Management, Fundraising, Social Networking, People Skills, PowerPoint, Customer Service, Training, Politics, Investment Management, Due Diligence, Private Equity, Financial Analysis, Event Planning, Proposal Writing, Microsoft Excel, R, Discrete Mathematics, Impact Investing, Research, Basic Accounting, Microsoft Office, Social Media, Financial Research, Wealth Management, Matlab
Education
Smith College 2012 — 2016
Bachelor of Arts (BA), Philosophy and Logic, 4.0 Latin Honors, 3.88 Cumulative
Université libre de Bruxelles 2014 — 2014
Semester Abroad, Philosophy
Boston University 2010 — 2012
High School
Smith College Student Government Association April 2015 - Present
Wall Street Prep September 2015 - Present
ModernGuild March 2014 - Present
ModernGuild September 2014 - Present
Mesirow Financial June 2015 - August 2015
Smith College Organization Resource Committee February 2015 - April 2015
Smith College Organization Resource Committee April 2013 - April 2015
Université libre de Bruxelles October 2014 - December 2014
Northwestern Mutual May 2014 - August 2014
Office of Governor Deval L. Patrick May 2013 - August 2013
Skills
Public Speaking, Management, Fundraising, Social Networking, People Skills, PowerPoint, Customer Service, Training, Politics, Investment Management, Due Diligence, Private Equity, Financial Analysis, Event Planning, Proposal Writing, Microsoft Excel, R, Discrete Mathematics, Impact Investing, Research, Basic Accounting, Microsoft Office, Social Media, Financial Research, Wealth Management, Matlab
Education
Smith College 2012 — 2016
Bachelor of Arts (BA), Philosophy and Logic, 4.0 Latin Honors, 3.88 Cumulative
Université libre de Bruxelles 2014 — 2014
Semester Abroad, Philosophy
Boston University 2010 — 2012
High School
Tyler Puszewski's Wall Street Prep Experience October 2014 - February 2015
Job Analyst Intern at Landmark Properties
Industry Financial Services
Experience
Wall Street Prep October 2014 - February 2015
Landmark Properties August 2014 - January 2015
Frisch Capital Partners, LLC October 2014 - December 2014
Realty Atlanta May 2014 - August 2014
Principal Financial Group May 2014 - May 2014
KPMG May 2014 - May 2014
Homrich Berg March 2014 - March 2014
UGA Food Services August 2013 - January 2014
Which Wich? Superior Sandwiches September 2012 - December 2012
Education
University of Georgia - Terry College of Business 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, 4.0/4.0
Peachtree Ridge High School 2009 — 2013
Wall Street Prep October 2014 - February 2015
Landmark Properties August 2014 - January 2015
Frisch Capital Partners, LLC October 2014 - December 2014
Realty Atlanta May 2014 - August 2014
Principal Financial Group May 2014 - May 2014
KPMG May 2014 - May 2014
Homrich Berg March 2014 - March 2014
UGA Food Services August 2013 - January 2014
Which Wich? Superior Sandwiches September 2012 - December 2012
Education
University of Georgia - Terry College of Business 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, 4.0/4.0
Peachtree Ridge High School 2009 — 2013
Austin Gray's Wall Street Prep Experience April 2014 - April 2014
Job Private Bank Analyst at JP Morgan
Industry Banking
Experience
J.P. Morgan Asset Management September 2015 - Present
J.P. Morgan July 2014 - Present
Wall Street Prep April 2014 - April 2014
University of Texas Baseball June 2013 - August 2013
Men of God Christian Fraternity January 2012 - May 2012
Skills
Customer Service, Microsoft Excel, Leadership, PowerPoint, Microsoft Office, Budgets, Microsoft Word, Teamwork, Time Management, Outlook, Strategic Planning, Sports, Critical Thinking, Social Media, Facebook, Team Building, Public Relations, Team Leadership, Coaching, Marketing, Event Management, Leadership Development, Investments
Education
CFA Level II Candidate
University of North Texas 2012 — 2013
BBA, Finance, Magna Cum Laude
Texas Tech University 2010 — 2012
BBA, Finance
J.P. Morgan Asset Management September 2015 - Present
J.P. Morgan July 2014 - Present
Wall Street Prep April 2014 - April 2014
University of Texas Baseball June 2013 - August 2013
Men of God Christian Fraternity January 2012 - May 2012
Skills
Customer Service, Microsoft Excel, Leadership, PowerPoint, Microsoft Office, Budgets, Microsoft Word, Teamwork, Time Management, Outlook, Strategic Planning, Sports, Critical Thinking, Social Media, Facebook, Team Building, Public Relations, Team Leadership, Coaching, Marketing, Event Management, Leadership Development, Investments
Education
CFA Level II Candidate
University of North Texas 2012 — 2013
BBA, Finance, Magna Cum Laude
Texas Tech University 2010 — 2012
BBA, Finance
Thomas Stephan's Wall Street Prep Experience June 2015 - June 2015
Job StudentAthlete at University of Notre Dame
Industry Financial Services
Experience
Annaly Capital Management June 2015 - August 2015
Personal Portfolio Manager August 2012 - August 2015
Bloomberg Essentials Training Program June 2015 - June 2015
Wall Street Prep June 2015 - June 2015
Shamrock Lacrosse Camp June 2013 - August 2013
Chatham Futures Lacrosse June 2012 - August 2012
Chatham Youth Basketball Camp June 2011 - June 2011
Skills
Microsoft Access, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Autodesk Maya, Time Management, Team Leadership, Teamwork, Communication
Education
University of Notre Dame 2012 — 2016
Undergraduate, Finance
Chatham High School 2008 — 2012
Annaly Capital Management June 2015 - August 2015
Personal Portfolio Manager August 2012 - August 2015
Bloomberg Essentials Training Program June 2015 - June 2015
Wall Street Prep June 2015 - June 2015
Shamrock Lacrosse Camp June 2013 - August 2013
Chatham Futures Lacrosse June 2012 - August 2012
Chatham Youth Basketball Camp June 2011 - June 2011
Skills
Microsoft Access, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Autodesk Maya, Time Management, Team Leadership, Teamwork, Communication
Education
University of Notre Dame 2012 — 2016
Undergraduate, Finance
Chatham High School 2008 — 2012
MaryEllen Spang's Wall Street Prep Experience June 2011 - December 2011
Job Events and Web Administrator
Industry Higher Education
Experience
Boston College December 2011 - Present
Wall Street Prep June 2011 - December 2011
Procurement Department at Boston College May 2008 - May 2011
Skills
PeopleSoft, Public Speaking, Dreamweaver, Web Design
Education
Boston College 2007 — 2011
Communication
Winchester High School 2003 — 2007
Boston College December 2011 - Present
Wall Street Prep June 2011 - December 2011
Procurement Department at Boston College May 2008 - May 2011
Skills
PeopleSoft, Public Speaking, Dreamweaver, Web Design
Education
Boston College 2007 — 2011
Communication
Winchester High School 2003 — 2007
Ms. Konchok Sherpa's Wall Street Prep Experience 2013 - 2013
Job Senior Manager, Acquisition Support at American Tower
Industry Telecommunications
Experience
American Tower July 2012 - Present
Wall street Prep 2013 - 2013
American Tower Corporation June 2009 - June 2012
Deloitte and Touche March 2005 - May 2009
Skills
Mergers & Acquisitions, Due Diligence, Accounting, Corporate Finance, GAAP, Financial Statements, Valuation, SEC Filings, Integration, Sarbanes-Oxley Act, Financial Analysis, Financial Modeling, Financial Reporting, Internal Controls, US GAAP
Education
Suffolk University - Sawyer School of Management 2003 — 2005
MBA / GDPA
American Tower July 2012 - Present
Wall street Prep 2013 - 2013
American Tower Corporation June 2009 - June 2012
Deloitte and Touche March 2005 - May 2009
Skills
Mergers & Acquisitions, Due Diligence, Accounting, Corporate Finance, GAAP, Financial Statements, Valuation, SEC Filings, Integration, Sarbanes-Oxley Act, Financial Analysis, Financial Modeling, Financial Reporting, Internal Controls, US GAAP
Education
Suffolk University - Sawyer School of Management 2003 — 2005
MBA / GDPA
Ziv Feldman's Wall Street Prep Experience November 2007 - Present
Job Clinical Assistant Professor of Math Education at Boston University
Industry Higher Education
Experience
Boston University School of Education July 2012 - Present
Wall Street Prep November 2007 - Present
Skills
Curriculum Design, Teaching, Financial Modeling, Valuation
Education
Boston University 2008 — 2012
Doctor of Education (EdD), Mathematics Teacher Education
Cornell University 1998 — 2002
Boston University School of Education July 2012 - Present
Wall Street Prep November 2007 - Present
Skills
Curriculum Design, Teaching, Financial Modeling, Valuation
Education
Boston University 2008 — 2012
Doctor of Education (EdD), Mathematics Teacher Education
Cornell University 1998 — 2002
Jesse Milligan's Wall Street Prep Experience September 2007 - March 2009
Job Private Placements and Debt Capital Markets at Piper Jaffray
Industry Investment Management
Experience
Piper Jaffray July 2014 - Present
Fifth Third Bank - Private Equity August 2009 - November 2012
United Way of Greater Cincinnati 2012 - 2012
Wall Street Prep September 2007 - March 2009
Jefferies & Company January 2005 - September 2006
Skills
Private Equity, Financial Modeling, Investments, Valuation, Investment Banking
Education
University of Chicago Booth School of Business 2010 — 2013
MBA
Harvard University 1998 — 2002
A.B. Economics
Saint Ignatius High School 1994 — 1998
Piper Jaffray July 2014 - Present
Fifth Third Bank - Private Equity August 2009 - November 2012
United Way of Greater Cincinnati 2012 - 2012
Wall Street Prep September 2007 - March 2009
Jefferies & Company January 2005 - September 2006
Skills
Private Equity, Financial Modeling, Investments, Valuation, Investment Banking
Education
University of Chicago Booth School of Business 2010 — 2013
MBA
Harvard University 1998 — 2002
A.B. Economics
Saint Ignatius High School 1994 — 1998
Marianne Haldoupis's Wall Street Prep Experience 2007 - 2008
Job Enterprise Client Relationship Manager at The CIO Executive Council, an IDG Brand
Industry Management Consulting
Experience
The CIO Executive Council, an IDG Brand March 2015 - Present
Deloitte Transactions and Business Analytics LLP (DCRG) April 2012 - March 2015
CRG Partners 1998 - March 2012
Wall Street Prep 2007 - 2008
Skills
Strategic Planning, Process Improvement, Financial Analysis, Management Consulting, Business Strategy, Change Management, Mergers & Acquisitions, Team Building, Coaching, Leadership, Program Management, Customer Service, Analysis, Human Resources, Project Management, Business Planning, Start-ups, Strategy, Management, Budgets, Operations Management, Project Planning, New Business Development
Education
Lesley University
Bachelor of Science in Business Administration, Business Management
St Michael's Winooski Vermont
Bachelor of Science (BS), Business Management
The CIO Executive Council, an IDG Brand March 2015 - Present
Deloitte Transactions and Business Analytics LLP (DCRG) April 2012 - March 2015
CRG Partners 1998 - March 2012
Wall Street Prep 2007 - 2008
Skills
Strategic Planning, Process Improvement, Financial Analysis, Management Consulting, Business Strategy, Change Management, Mergers & Acquisitions, Team Building, Coaching, Leadership, Program Management, Customer Service, Analysis, Human Resources, Project Management, Business Planning, Start-ups, Strategy, Management, Budgets, Operations Management, Project Planning, New Business Development
Education
Lesley University
Bachelor of Science in Business Administration, Business Management
St Michael's Winooski Vermont
Bachelor of Science (BS), Business Management
Jeff Schmidt, CFA's Wall Street Prep Experience November 2010 - September 2013
Job Associate at Tudor, Pickering, Holt & Co.
Industry Financial Services
Experience
Tudor, Pickering, Holt & Co. September 2014 - Present
Raymond James Financial Inc. September 2013 - September 2014
Wall Street Prep November 2010 - September 2013
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Microsoft Excel, PowerPoint, Investment Banking, Technical Writing, Mergers, Equity Research, Private Equity, Financial Accounting, Mergers & Acquisitions, Analysis, Economics, Training, Data Analysis
Education
University of Houston 2002 — 2004
MBA
Texas A&M University 1995 — 1999
B.S., Journalism
Lindale High School
Tudor, Pickering, Holt & Co. September 2014 - Present
Raymond James Financial Inc. September 2013 - September 2014
Wall Street Prep November 2010 - September 2013
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Microsoft Excel, PowerPoint, Investment Banking, Technical Writing, Mergers, Equity Research, Private Equity, Financial Accounting, Mergers & Acquisitions, Analysis, Economics, Training, Data Analysis
Education
University of Houston 2002 — 2004
MBA
Texas A&M University 1995 — 1999
B.S., Journalism
Lindale High School
Savannah Koch's Wall Street Prep Experience 2012 - 2012
Job Senior Consultant at Ernst & Young
Industry Management Consulting
Experience
Ernst & Young June 2013 - Present
MBA Society, Haskayne School of Business April 2012 - April 2013
University of Calgary September 2011 - April 2013
TransCanada May 2012 - August 2012
Wall Street Prep 2012 - 2012
Johnson Inc. July 2009 - January 2011
Skills
Strategic Communications, PowerPoint, Microsoft Excel, Microsoft Word, Consulting, Strategic Leadership, Group Benefit Plans, Insurance, Fundraising, Qualitative Research, Volunteer Management, Community Outreach, Speech Writing, Public Policy, Policy Analysis, Academic Writing, Project Planning, Data Analysis, Business Strategy, Government, Analysis, Strategy, Sustainability, Management, Management Consulting, Leadership, Research
Education
The University of Calgary 2011 — 2013
MBA, Business
University of Toronto 2008 — 2010
MA, History
University of Waterloo 2004 — 2008
BA (Honours), History
Al Ain English Speaking School (AAESS), Al Ain, UAE 1999 — 2002
High School
St. Anne's School, Windermere, UK 1998 — 1999
International School of Choueifat, Al Ain, UAE 1990 — 1998
Ernst & Young June 2013 - Present
MBA Society, Haskayne School of Business April 2012 - April 2013
University of Calgary September 2011 - April 2013
TransCanada May 2012 - August 2012
Wall Street Prep 2012 - 2012
Johnson Inc. July 2009 - January 2011
Skills
Strategic Communications, PowerPoint, Microsoft Excel, Microsoft Word, Consulting, Strategic Leadership, Group Benefit Plans, Insurance, Fundraising, Qualitative Research, Volunteer Management, Community Outreach, Speech Writing, Public Policy, Policy Analysis, Academic Writing, Project Planning, Data Analysis, Business Strategy, Government, Analysis, Strategy, Sustainability, Management, Management Consulting, Leadership, Research
Education
The University of Calgary 2011 — 2013
MBA, Business
University of Toronto 2008 — 2010
MA, History
University of Waterloo 2004 — 2008
BA (Honours), History
Al Ain English Speaking School (AAESS), Al Ain, UAE 1999 — 2002
High School
St. Anne's School, Windermere, UK 1998 — 1999
International School of Choueifat, Al Ain, UAE 1990 — 1998