YCharts Company
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YCharts Employees
YCharts, Inc. August 2015 - Present
YCharts September 2014 - August 2015
Jones Walker LLP July 2013 - May 2014
Jones Walker LLP January 2013 - July 2013
AmeriCorps May 2012 - August 2012
Tulane University Athletics Department August 2010 - May 2012
University of Cincinnati Athletics Department May 2011 - August 2011
Panera Bread May 2011 - August 2011
Su Casa May 2006 - August 2010
Skills
Sales, Research, Human Resources, Microsoft Office, Social Media, Event Planning, PowerPoint, Microsoft Excel, Filing, Press Releases, Microsoft Word, Worldox, Public Speaking
Education
Tulane University 2010 — 2014
Bachelor of Arts (B.A.), Political Science and International Development
Ursuline Academy 2006 — 2010
YCharts September 2012 - Present
BNY ConvergEx December 2010 - May 2012
Eze Castle Software May 2010 - January 2011
MFS Investment Management June 2008 - January 2009
Center of Business Ethics September 2006 - June 2008
Asian University for Women June 2007 - December 2007
Skills
Trading Systems, Trading, C++, YCharts, Market Data, KDB, FIX, Hedge Funds, SQL, Derivatives, Financial Markets, Options, Data Analysis, Python, Quantative Analysis, Django, Software Engineering, C#, MySQL, Financial Modeling, Financial Analysis, Accounting
Education
Bentley University 2006 — 2010
BS, Economics, Finance, Information-Technology
North Quincy High 2002 — 2006
YCharts May 2015 - Present
YCharts January 2015 - May 2015
Otis Elevator Company June 2013 - January 2015
United States Army Reserve June 2014 - October 2014
United States Army Reserve November 2013 - May 2014
Skills
Military Operations, Microsoft Office, Leadership Development, Security Clearance, Public Speaking, Force Protection, PowerPoint, Networking, Customer Service, Logistics Management, Time Management, Microsoft Excel, Microsoft Word, Management, Transportation..., Graphic Design, Windows, Account Management
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Arts (BA), Economics
Army Logistics University
Certificate, Transportation/Mobility Management
YCharts January 2013 - Present
YCharts May 2012 - December 2012
New York University September 2010 - August 2012
ZogSports February 2011 - May 2012
Ute Creek Golf Course May 2008 - August 2011
Skills
French, Microsoft Word, Analysis, Microsoft Office, Research, Python, Django, Excel, Word, PowerPoint, LaTeX, S-Plus, Stata, Economics, Programming, Analytics, Databases, JavaScript
Education
New York University 2009 — 2012
Bachelor's degree, Economics and Mathematics
New York University in London 2011 — 2011
YCharts December 2014 - Present
MBuy May 2013 - August 2013
Salt Creek Club May 2012 - August 2012
Powers and Associates May 2010 - August 2010
Chicago Trolley Co. May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Leadership, Sales
Education
The University of Kansas
Bachelor's degree, Economics
Nazareth Academy 2005 — 2009
High School
YCharts January 2015 - Present
Kayne Anderson Rudnick September 2007 - April 2014
Crystal Cove Wealth Management June 2006 - October 2006
UBS Financial Services March 2005 - June 2006
Skills
Corporates, Fixed Income, Bonds, Investments, Bloomberg, Trading, Capital Markets, Economics, Wealth Management, Investment Management, Portfolio Management, Asset Management, Asset Allocation, Finance, Equities, Financial Analysis, Financial Modeling, Management, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA)
University of California, Irvine 2002 — 2006
B.A.
YCharts July 2015 - Present
Topco Associates LLC June 2014 - July 2015
Geneva Trading April 2011 - June 2014
GREAT POINT CAPITAL LLC October 2003 - October 2010
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Analytic Finance
THE UNIVERSITY OF ILLINOIS AT URBANA-CHAMPAIGN College of Commerce & Business Administration 1999 — 2003
B.S, Finance
SpringCM July 2015 - Present
YCharts January 2015 - June 2015
MSDSonline January 2014 - December 2014
MSDSonline January 2013 - December 2013
MSDSonline April 2011 - December 2012
Skills
Cold Calling, Microsoft Office, Salesforce.com, SaaS, Customer Service, Sales, Lead Generation, Selling, Leadership, Cloud Computing, Management, Solution Selling, B2B, Sales Process, Direct Sales
Education
Columbia College Chicago 2005 — 2010
Reporting and Writing-Sports, Journalism
Gordon Tech
Gordon Tech
YCharts May 2015 - Present
Guggenheim Partners December 2014 - May 2015
Northern Trust Hedge Fund Services (Formerly Citadel LLC) June 2011 - December 2014
MF Global October 2010 - June 2011
Crystal Capital Group September 2010 - October 2010
DePaul University Campus Recreation January 2008 - September 2010
Coquest Energy Services April 2010 - June 2010
Skills
GMI, Hedge Funds, Trading, Equities, Bonds, Options, Securities, Electronic Trading, Trading Systems, Equity Derivatives, Bloomberg, Futures, Euroclear, Confirmation, Superior Client Service, Affirmations, Event Processing, Trading Operations, Fund Administration, Settlement, Derivatives, Fixed Income, Alternative Investments, Financial Markets
Education
DePaul University 2006 — 2010
Bachelor of Science, Business Administation
Providence Catholic High School 2002 — 2006
YCharts January 2015 - Present
YCharts October 2012 - Present
Chopper Trading March 2010 - October 2012
Ameriprise Financial Services, Inc. June 2008 - January 2010
Skills
Fixed Income, Bloomberg, Investments, Equities, Portfolio Management, Financial Markets, Financial Analysis, Series 7, Trading, Derivatives, Asset Managment, Series 63, Asset Allocation, YCharts, Equity Research, Financial Modeling, Horse Training, Valuation, Asset Management
Education
Northwood University 2004 — 2008
Bachelor of Business Administration (BBA), Economics, Business Management
YCharts March 2010 - Present
Skills
Start-ups, Entrepreneurship, Business Development, Online Marketing, Financial Modeling, Budgets, Analytics, YCharts, Accounting, Product Management, Lead Generation, Financial Analysis, Email Marketing, Strategy, Leadership, Valuation, Executive Management, Management, Finance, E-commerce, Online Advertising
Education
The University of Chicago Booth School of Business 2006 — 2009
MBA
The University of Chicago 2000 — 2004
B.A.
Kruse Asset Management January 2007 - Present
YCharts September 2009 - Present
Lake Forest Graduate School of Management (LFGSM) March 2013 - Present
Skills
Investments, Asset Allocation, Portfolio Management, Asset Management, Excel, Financial Analysis, Asset Managment, Finance, Start-ups, New Business Development, Microsoft Excel, Venture Capital, Financial Services, Financial Modeling, Financial Risk, Management, Management Consulting, Business Strategy
Education
Kellogg Graduate School of Management 1992 — 1995
MBA, Finance, Marketing, Decision Sciences
Northwestern University 1984 — 1988
BS, Chemical Engineering
YCharts June 2010 - Present
HighTeam Communications 2008 - 2009
HighTeam Communicationss 2006 - 2008
Skills
Market Research, Project Management, Investments, Financial Modeling, Financial Analysis, Competitive Analysis, Marketing Strategy, Analytics, Valuation, Start-ups, Chinese, Entrepreneurship, Strategy, Product Management, Django, Python, MySQL, YCharts, Product Development, Business Strategy, Leadership
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Finance, Statistics, Entrepreneuriship
University of Wisconsin-Madison 2003 — 2006
BA, Mathematics, Economics, Business
Stanford University 2002 — 2003
Avant July 2014 - Present
University of Chicago Booth School of Business October 2013 - December 2013
YCharts June 2013 - August 2013
PIMCO January 2011 - May 2012
PIMCO August 2007 - December 2010
Skills
Fixed Income, Bloomberg, Financial Modeling, Derivatives, Valuation, Options, Risk Management, Portfolio Management, Valuation Modeling, SQL, Matlab, Microsoft Excel, Strategy
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship, Finance, Operations
IIT Delhi 2003 — 2007
B.Tech., Electrical Engineering, GPA: 9.34/10
Ecole des Mines de Nantes 2005 — 2005
IOI, LLC. September 2012 - Present
YCharts November 2013 - December 2014
Morningstar May 2011 - September 2012
Morningstar October 2008 - September 2012
Morningstar, Inc. December 2006 - October 2008
Ironbound Capital Partners January 2005 - January 2006
QED Capital Partners March 2003 - January 2005
Morgan Stanley & Co. April 1999 - March 2003
Morgan Stanley Japan July 1997 - April 1999
Skills
Options, Equities, Buy-side, Analysis, Sell Side, Derivatives, Equity Derivatives, Volatility, Hedging, Hedge Funds, Financial Modeling, Equity Research, Forecasting, Semiconductor Industry, Japanese, Japanese culture, Investments, Research, Industry Analysis, Valuation, Asset Allocation, Portfolio Management, Financial Analysis, Investment Banking, Quantitative Analysis, Asset Management, Alternative Investments, Risk Management, Investment Strategies, Capital Markets, Economics, Competitive Analysis, VBA, SQL, Morningstar Direct, Financial Services, Strategy, Mutual Funds, Equity Valuation, Investment Management, Bloomberg, Financial Risk, Emerging Markets, Trading Systems, Bonds, Institutional..., Securities, Commodity, FX Options
Education
Thunderbird School of Global Management 1996 — 1997
MBA, Finance, Accountancy, 3.9
The University of Texas at Austin 1985 — 1989
Bachelor of Arts (B.A.), East Asian Studies, 3.9
Middlebury College 1987 — 1987
Intensive Summer Language Program, Japanese, 4.0
Analysis Group June 2015 - July 2015
Capital One June 2014 - August 2014
YCharts June 2013 - August 2013
Skills
Analytics, Data Analysis, Research
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Science (BS), Mathematical Decision Sciences, Business Administration (Finance)
Naperville North High School 2008 — 2012
Unified Social November 2014 - Present
Bazaarvoice September 2013 - October 2014
YCharts April 2010 - September 2013
360i February 2008 - March 2010
comiXology 2009 - 2010
MetaCarta September 2008 - January 2009
Tribune Company September 2005 - February 2008
Karlsberger June 2005 - September 2005
The Ohio State University 2000 - 2005
Skills
JavaScript, CSS, HTML 5, HTML5, jQuery, Python, Node.js, Django, Photoshop, Front-end Development, Linux, Git, MongoDB, PHP, System Administration, Fireworks, Illustrator, Apache, XML, MySQL, CouchDB, react
Education
The Ohio State University 2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Psychology & Computer Science
YCharts June 2015 - Present
YCharts December 2014 - June 2015
YCharts April 2014 - November 2014
Ford Motor Credit Company June 2013 - April 2014
Ford Motor Company June 2012 - August 2012
Merrill Lynch June 2011 - September 2011
Skills
Investments, Sales, Microsoft Excel, Equities, Financial Modeling, Capital Markets, Valuation, Headcount Management, Variance Analysis, Budgets, Analytics, Business Development, Pricing, PowerPoint, Microsoft Word, Microsoft Office
Education
The Ohio State University 2009 — 2013
Bachelor of Science in Business Administration, Finance
The Ohio State University Fisher College of Business
YCharts March 2015 - Present
Markit December 2013 - February 2015
Capital IQ June 2010 - November 2013
Thomson Reuters June 2009 - August 2009
Skills
Adobe Photoshop, MS Excel, Balsamiq, Wireframing, Business Analysis, Requirements Gathering, User Interface Design, Business Rules, Transcripts, Requirements Analysis, Workflow Design, Enterprise Data..., Wireframes, Product Management, SQL
Education
Lehigh University 2006 — 2010
BS, Information Systems; Accounting
Needham High School 2003 — 2006
Data Everywhere January 2015 - Present
Ledgex Systems March 2014 - December 2014
YCharts September 2013 - March 2014
International Sabbatical January 2012 - June 2013
Backstop Solutions Group February 2006 - November 2011
Pedestal Software March 2001 - May 2005
Analine Technologies March 2000 - March 2001
Boston Software Inc December 1998 - February 2000
Skills
Account Management, New Business Development, SaaS, Solution Selling, Selling, B2B, Direct Sales, Marketing Strategy, Sales Management, Marketing, Online Marketing, Salesforce.com, Sales, Strategic Partnerships, Digital Marketing, CRM, Product Management, Business Development
Education
Miami University 1994 — 1998
Bachelor of Science (B.S.), Business Administration, Management and Operations
Axial May 2014 - Present
CB Insights July 2013 - May 2014
Needtomeet.com 2008 - June 2013
YCharts June 2012 - September 2012
TwoDeg.net September 2011 - August 2012
Microsoft June 2005 - August 2011
Bloomberg June 2004 - August 2004
Skills
Software Development, Product Management, Python, Data Science, Cross-functional Team..., R, Cloud Computing, JavaScript, Competitive Analysis, Business Development, Product Development, C, Data Analytics, Team Leadership, Machine Learning, Big Data, Go, Business Intelligence, Analytics, Strategy, Business Strategy, Entrepreneurship
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Economics, Entrepreneurship and Managerial & Organizational Behavior
Lafayette College 2001 — 2005
BS, AB, Electrical & Computer Engineering (Hons.) and Mathematics
National Junior College 1999 — 2000
GCE 'A' Levels
St. Francis' College 1989 — 1998
ICSE
YCharts August 2014 - Present
The Flatiron School February 2014 - April 2014
BNY Mellon May 2013 - February 2014
Ipreo August 2010 - April 2013
Fidelity Investments May 2010 - July 2010
Skills
Python, Django, Microsoft Excel, Microsoft Office, JavaScript, Java, Equities, SQL, HTML, Analysis, Management, Business Analysis, Visio, Market Research, Testing, PowerPoint, Project Management, SharePoint, CSS, Microsoft Word, Business Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
BS, Finance, Computer Science, Information Systems
Horace Mann School 1994 — 2006
YCharts May 2015 - Present
PHH Corporation July 2013 - May 2015
HSBC Bank USA, N.A March 2011 - July 2013
HSBC August 2010 - March 2011
HSBC 2009 - 2009
Coldwell Banker Real Estate May 2006 - August 2008
Skills
Mortgage Banking, Pipeline Management, Marketing, Customer Service, Time Management, Operational Efficiency, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Visio, SharePoint, Social Networking, Social Media Marketing, Leadership, Analytics, Problem Solving, Project Management, Management, Business Objects, Recruiting, Team Leadership, Vendor Management, Team Management, Mortgage Lending, Market Research, Analysis, Banking, Data Analysis, Risk Management, Process Improvement, Account Management, CRM
Education
Miami University 2006 — 2010
Bachelor of Science, Marketing
Miami University Dolibois European Center 2008 — 2008
Marketing, International Business/Marketing
University of Chicago Booth School of Business January 2014 - Present
YCharts January 2011 - Present
WSJ, The Economist, NYT, Time October 1996 - January 2009
Dow Jones Newswires April 1993 - July 1996
Houston Chronicle 1989 - 1993
Skills
Storytelling, Newsletters, Investments, Equities, Analysis, Breaking News, Publications, Broadcast, Television, Analytics, Banking, Economics
Education
Baylor University
Bachelor of Arts (B.A.), Journalism
YCharts February 2012 - Present
Pacican Education August 2010 - June 2011
Pacican Education Shanghai, PRC August 2010 - June 2011
Skills
Mandarin, Mandarin Chinese, Python, Microsoft Office, Financial Modeling, Teaching, AngularJS, JavaScript
Education
University of Notre Dame 2006 — 2010
BA, Economics, Chinese
University of Notre Dame, College of Arts and Letters Notre 2006 — 2010
BA, Economics and Chinese
Fu Ren University 2009 — 2009
East China Normal University 2008 — 2008
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
YCharts April 2010 - Present
Hyde Park Angels 2007 - Present
Nutrade, Inc June 1989 - Present
CME Group January 1976 - Present
Digital Innovations 1900 - Present
Nutrade, Inc. January 1978 - December 2013
Chicago Objectivist Society 1901 - 2011
Cook County Republican Central Committee January 1982 - December 1985
Skills
Trading, Start-ups, Angel Investing, Venture Capital, Entrepreneurship, Board of Directors, Investor Relations, Due Diligence, Corporate Development, Financial Markets, Futures Trading, Commodity, Investments, Derivatives, Options, Finance, Alternative Investments, Electronic Trading, Trading Systems, Hedging, Equities, Proprietary Trading, Trading Strategies, Equity Trading, Hedge Funds, Asset Managment, Private Equity, Bonds, Strategy, Fixed Income, Equity Research, FX trading, Investment Banking, Securities, Emerging Markets, Investment Strategies, Portfolio Management, Mergers & Acquisitions, Asset Management, Asset Allocation, Investment Management, Technical Analysis, Currency, ETFs, Financial Analysis, Valuation, Capital Markets, Financial Modeling
Education
The University of Chicago Booth School of Business 1976 — 1979
MBA, Accounting, Finance
New York University 1974 — 1976
BA, Mathematics, Economics, Computer Science
Kasal School of Hard Knocks
Kasal School of Hard Knocks
Designlab August 2013 - Present
YCharts March 2012 - August 2013
Barclays Capital July 2010 - March 2012
Barclays Capital June 2009 - August 2009
Pilot Advisors, LP May 2008 - July 2008
VetRelief.com June 2007 - August 2007
West Wind Sailing June 2005 - September 2005
Skills
Python, Django, JavaScript, jQuery, HTML, CSS, Facebook API, PHP, Equity Derivatives, Guitar, Sailing
Education
Duke University 2006 — 2010
B.S.E., Electrical/Computer Engineering & Computer Science
YCharts February 2014 - Present
YCharts October 2012 - January 2014
Signpost February 2012 - October 2012
Avenue 100 Media Solutions - StudentAdvisor.com February 2010 - February 2012
International Business Machines June 2009 - February 2010
International Business Machines September 2007 - May 2009
Skills
Ruby on Rails, Python, SQL, jQuery, HTML + CSS, ElasticSearch, Ruby, Flask, MongoDB, JavaScript, Software Development
Education
Northeastern University 2009 — 2011
M.S., Computer Science
City University of New York-Herbert H. Lehman College 2005 — 2009
B.S., Computer Science
Lehman HS
YCharts June 2012 - September 2012
Stray Boots, Inc. June 2011 - August 2011
Skills
Python, Java, Objective-C, JavaScript, Django, Xcode, PHP, MySQL
Education
New York University 2008 — 2013
Bachelor of Arts (B.A.), Economics and Computer Science
YCharts June 2015 - Present
QAD May 2014 - June 2015
Logan Consulting June 2012 - November 2014
Loyola University Chicago September 2011 - May 2012
Deloitte July 2011 - December 2011
Skills
Microsoft Office, ERP, Leadership, Cold Calling, Microsoft CRM, Salesforce.com, ClickDimensions, Adobe Creative Suite, Aprimo, Facebook, Lead Generation, Social Media Marketing, Microsoft Excel, Outlook, QAD, Global Marketing, Events Coordination, Email Marketing, Marketing Analytics, Multi-media Marketing..., Vimeo, YouTube, Instagram, Twitter
Education
Loyola University Chicago 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing