Zolio Inc
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Zolio Inc Employees
Treliant Risk Advisors May 2014 - August 2014
Zolio Inc April 2014 - May 2014
Tell-tale Capital Corp. September 2013 - December 2013
Morgan Stanley June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Economics, Financial Analysis, Leadership
Education
Vanderbilt University 2012 — 2015
Southern Methodist University 2011 — 2012
CICC July 2014 - August 2014
Zolio Inc March 2014 - June 2014
Skills
Java, C++, C, Matlab, Microsoft Excel, VBA, Statistics, SQL, R, SAS, SPSS, Financial Modeling, Financial Analysis, Bloomberg Terminal, Equities, PowerPoint, Microsoft Word, Teamwork, Python
Education
University of Southern California 2013 — 2015
Master of Science (MS), Financial Engineering
Huazhong University of Science and Technology 2009 — 2013
Bachelor of Engineering (BEng), Optoelectronic Information Engineering
Western Federal Credit Union September 2014 - Present
2M-Innovations April 2014 - September 2014
Zolio Inc February 2014 - May 2014
United Way January 2012 - April 2013
Avnet May 2012 - August 2012
AIG January 2012 - May 2012
Champions for Change August 2011 - December 2011
People to People 2006 - 2008
Skills
Finance, Leadership, Microsoft Excel, Financial Analysis, Customer Service, Team Leadership, Corporate Finance, Bloomberg Terminal, Operations Management, Investments, Corporate FP&A, Process Improvement, Management, Cost Accounting, Analysis, Microsoft Office, Financial Modeling, Client Relations Skills, Microsoft Word, PowerPoint, Access
Education
Santa Clara University 2013 — 2014
Master of Science (MS), Finance
University of Arizona 2008 — 2012
Bachelor of Science in Business Administration, Finance
Agoura High School 2004 — 2008
DPR Construction April 2015 - Present
Taiyo Yuden May 2014 - October 2014
Solana Energy May 2014 - October 2014
LPL Financial March 2014 - May 2014
Zolio Inc March 2014 - May 2014
Cambridge Consulting - CAMCON June 2013 - September 2013
Skills
Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Research, Microsoft Word, Teamwork, Public Speaking, Time Management, Event Planning, Team Leadership, Social Media, Access, Facebook, Customer Service, Data Analysis, Fundraising, Event Management, Social Networking, Analysis, Outlook, Critical Thinking
Education
UCSD 2011 — 2015
Bachelor's Degree, Management Science, GPA 3.5
USC Viterbi School of Engineering January 2014 - Present
Zolio Inc May 2014 - August 2014
Barclays Investment Bank January 2012 - January 2014
Feiro Engineering, Inc. June 2010 - December 2011
Tang Structural Engineers, Inc. June 2008 - May 2010
Skills
Python, JAVA, Microsoft Office, SQL, Mathematica, MATLAB, C++, Bloomberg Software, Visual Basic, Capital IQ, Oracle Database, Microsoft SQL Server, Morningstar, Zephyr, QuickBooks, VBA, Civil Engineering, HTML, AutoCAD, Structural Engineering, Engineering, Road, Highways, Research, Surveying, Analysis, Structural Analysis, Teamwork, Bridge, CAD, Matlab
Education
University of Southern California 2014 — 2015
Master of Science (MSc), Financial Engineering
Kwame Nkrumah' University of Science and Technology, Kumasi 2007 — 2011
Bachelor of Science, Civil Engineering, GPA: 3.65/4.0
PRESEC Boys', Legon, Accra 2003 — 2006
High School Diploma, Biology/Biological Sciences, General, 3.80/4.0
Uber October 2014 - June 2015
Thermo Fisher Scientific (Life Technologies) June 2014 - September 2014
CFG Wealth Management October 2013 - June 2014
FirstJob, Inc. June 2013 - June 2014
Tapioca Express January 2012 - June 2014
Amazon September 2013 - January 2014
Zolio Inc September 2013 - November 2013
Presidential Brokerage, Inc. - America's Retirement Store October 2012 - February 2013
Skills
Leadership, Marketing, Social Networking, Public Speaking, Event Planning, Teamwork, Microsoft Excel, Strategy, Time Management, Social Media, Customer Service, Management, Microsoft Office, Data Analysis, Strategic Leadership, Marketing Strategy, Finance, Social Media Marketing, Research, Outlook, Microsoft Word
Education
University of California, San Diego
B.S. Management Science B.A. Communication Business Minor
East China Normal University
Chinese Language and Culture
Lowell High School
High School
Accent Rome Study Center
Accent Madrid Study Center
Ocean Park Advisors January 2015 - June 2015
Takenaka Partners LLC May 2014 - August 2014
Prosser Stevens Real Estate Investments March 2014 - May 2014
Zolio Inc March 2014 - May 2014
Cornerstone Research March 2014 - March 2014
Skills
PowerPoint, Leadership, Microsoft Excel, Microsoft Office, Investment Banking, Financial Analysis, Stata, Financial Accounting, Financial Modeling, Market Research, Business Valuation, Capital IQ, Equity Research Analysis, Preparing Pitchbooks, Due Diligence, Investments, Customer Service, Finance
Education
University of Southern California 2012 — 2016
Bachelors of Science, Business Administration, Finance and Valuation
Advanced Technologies Academy 2008 — 2012
Advanced Honors Diploma, Business and Finance, 4.7/4.8
United Planet May 2015 - August 2015
Zolio Inc October 2014 - December 2014
Larkin Trade International LLC (LTI) May 2014 - July 2014
IBM December 2012 - January 2013
Agricultural Bank of China June 2012 - August 2012
Beijing BeiYi Innovation Vacuum Technology LLC. May 2009 - August 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2015
Master Degree---Master Science of Finance, Finance, General
Indiana University - Kelley School of Business 2010 — 2013
Bachelor of Science, Business; Finance, Accounting
Zolio Inc September 2014 - November 2014
CITIC-Prudential Fund Management Co,Ltd June 2014 - August 2014
Brandeis University January 2014 - May 2014
Nike July 2012 - April 2013
Student Entrepreneurship Club of Shanghai Institute of Foreign Trade September 2010 - August 2012
Student Union of Shanghai Institute of Foreign Trade September 2010 - August 2012
Staples July 2011 - August 2011
Skills
Financial Analysis, Corporate Finance, Finance, Forecasting, Financial Modeling, Microsoft Word, Microsoft Excel, PowerPoint, Marketing, International Economic..., International Law, Accounts Receivable, Banking, Cash Flow, Accounting, Microsoft Office, Data Analysis, Analysis, Research
Education
Brandeis University, Lemberg - International Business School 2013 — 2015
Master of International Economics and Finance, Specialization: Risk Management, 3.75/4.0
Shanghai Institute of Foreign Trade 2009 — 2013
Bachelor (dual-degree), Finance; International Economic Law, 3.85/4.0
ISC Paris 2011 — 2012
Exchange Program
AKF Group January 2014 - Present
Zolio Inc May 2013 - September 2013
Dennis Saffran for City Council Campaign May 2013 - September 2013
The Great Atlantic & Pacific Tea Company May 2012 - August 2012
Type-a-Scan July 2010 - September 2010
Skills
PowerPoint, Facebook, Teamwork, Microsoft Excel, Economics, Microsoft Word, Social Networking, Leadership, Microsoft Office, Access, Data Analysis, Bloomberg, Financial Analysis, Customer Service, Financial Modeling, Social Media, Outlook, Corporate Finance, Event Planning, Public Speaking, Accounting, Statistics, Bloomberg Terminal, Accounts Receivable, Invoicing, Financial Statement...
Education
Bentley University 2012 — 2016
Accounting
Chaminade High School 2008 — 2012
Boston Private Wealth LLC June 2015 - Present
Tufts Financial Group September 2012 - Present
Upgrade Capital October 2014 - March 2015
State Street September 2014 - December 2014
JFP Holdings May 2014 - August 2014
WaterFire Providence June 2013 - August 2013
Zolio Inc April 2013 - June 2013
Skills
Research, Editing, Financial Modeling, Microsoft Excel, PowerPoint, Photoshop, Java, Public Speaking, Teamwork, Social Media, Data Analysis, Valuation
Education
Tufts University 2012 — 2016
Bachelor's Degree, Quantitative Economics; Chinese
Zhejiang University 2014 — 2014
Bachelor's Degree, Chinese Language and Literature
Moses Brown School 2008 — 2012
SAFE Investment Center May 2014 - Present
Johns Hopkins University September 2013 - December 2013
Social Enterprise Associates June 2013 - November 2013
Zolio Inc March 2013 - June 2013
Fannie Mae September 2012 - May 2013
Research Institute, Soochow Securities Co., Ltd. July 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Visual C++, Pascal, VBA, Java, Matlab, R, SQL, Microsoft Word
Education
The Johns Hopkins University 2012 — 2014
Master of Science (MS), Financial Mathematics
Fudan University 2009 — 2012
Minor Degree, International Economy and Trade
Fudan University 2008 — 2012
Bachelor of Science (BS), Mathematics
Suzhou High School
William Blair & Company June 2015 - Present
University of Massachusetts Amherst September 2013 - December 2014
State Street September 2012 - December 2014
Stifel Financial Corp. June 2014 - August 2014
Brook Venture Partners December 2013 - January 2014
Asset Management Resources, LLC May 2013 - September 2013
Duxbury Financial, LLC May 2013 - September 2013
Zolio Inc March 2013 - May 2013
The Cooperative Bank of Cape Cod May 2012 - September 2012
Skills
Bloomberg, Adobe Creative Suite, Pro Engineer, Autodesk Maya, Microsoft Excel, VBA, Foreign Currency, Derivatives, Financial Modeling, Point and Figure..., Finance, Maya, Investments, Portfolio Management, Venture Capital, Microsoft Office, PowerPoint, Microsoft Word, Equities, Customer Service, Public Speaking, Social Media, Investment Banking, Time Management, Financial Analysis, Teamwork, Mergers & Acquisitions, Private Equity, Economics
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor's Degree, Finance
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Arts (B.A.), African-American/Black Studies
Iowa State Recreation Services January 2012 - Present
Marrs Wealth Management January 2015 - May 2015
Edward Jones June 2014 - August 2014
Zolio Inc June 2014 - August 2014
Kingland Systems January 2013 - September 2013
Bellhops May 2013 - August 2013
Iowa State University September 2012 - January 2013
Skills
Leadership, Reliable, Communication Skills, Interpersonal Skill, Analysis, Time Management, Investments, Networking, Sports, Teamwork, Statistics, Customer Satisfaction, Training, Management, Communication, Customer Service, Public Speaking
Education
Iowa State University - College of Business 2011 — 2015
Bachelor's Degree, Finance, Management
Leaf Redevelopment, LLC August 2014 - Present
Absolute Win, Inc. February 2013 - July 2014
Zolio Inc. July 2012 - December 2012
Tartan Student Fund February 2011 - December 2012
SMB Remote Training August 2010 - October 2011
University of Pittsburgh September 2009 - May 2011
Skills
Trading, Portfolio Management, Equities, Financial Modeling, Programming, Economics, Options, R, Derivatives, HTML 5, Technical Analysis
Education
University of Pittsburgh 2009 — 2012
Bachelor of Science, Economics
Zolio Inc March 2014 - May 2014
PLJ Income January 2014 - March 2014
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Economics
Alhambra High School
NAACP June 2015 - Present
American Bar Association, Section of International law June 2015 - Present
UC Davis February 2013 - Present
Morgan Stanley March 2015 - June 2015
Penn Undergraduate Law Journal June 2014 - June 2015
Zolio Inc February 2015 - May 2015
ASUCD September 2013 - June 2014
Garamendi for Congress April 2014 - May 2014
Paul Cheng Law August 2013 - September 2013
Davis Political Review Magazine March 2013 - June 2013
Skills
Research, Legal Research, Online Research, Quantitative Research, Statistical Data..., Academic Writing, Microsoft Office, PowerPoint, Statistics, Training, Community Outreach
Education
University of California, Davis 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Government
Beijing Normal University 2014 — 2014
Chinese Language
University of California, Davis - School of Law 2014 — 2014
Pre-Law Boot Camp, Law
Felix - Intelligent Local Advertising September 2015 - Present
Hertz Local Edition September 2014 - March 2015
Aurora Capital Alliance February 2014 - May 2014
Independent Contractor July 2013 - February 2014
John P. Dubots Capital Management, LLC. July 2013 - August 2013
Zolio Inc June 2013 - August 2013
Waddell & Reed May 2013 - July 2013
AMC Theatres May 2012 - August 2012
Abercrombie & Fitch April 2012 - August 2012
Skills
Finance, Financial Analysis, Research, Data Analysis, Microsoft Excel, QuickBooks, Microsoft Word, PowerPoint, Access, Microsoft Office, Facebook, Customer Service, Teamwork, Leadership, Bicycle Repair, Hiking
Education
University of San Diego 2010 — 2014
Bachelor's Degree, Finance, General, 3.3 Business GPA
Wolfrum Capital Management Group a Noyes Family Office January 2015 - Present
Wolfrum Capital Management Group a Noyes Family Office May 2014 - August 2014
Zolio Inc March 2014 - May 2014
WestPoint Financial Group May 2013 - August 2013
Education
Purdue University - Krannert School of Management 2011 — 2014
Bachelor of Science (B.S.), Business Management & International Business
IES Abroad
International Business
Swiss Finance Academy
Commerzbank AG February 2015 - Present
Northwindsor Inc May 2014 - February 2015
InvestorsCollaborative December 2013 - April 2014
Zolio Inc September 2013 - November 2013
NIS GROUP CO., LTD June 2012 - August 2012
Standard Chartered Bank October 2010 - June 2011
ZCXD ASSETS EVALUATION GROUP CO., LTD June 2009 - August 2009
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Equity Research, Valuation, Portfolio Management, Finance, Microsoft Word, PowerPoint, Bloomberg Terminal, STATA, FactSet, Bloomberg, Banking, Due Diligence, VBA, R Language
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2014
Master's Degree, Finance, General
Shanghai International Studies University 2008 — 2012
Bachelor of Business Administration (BBA), Management Information Systems, General
Citi June 2015 - Present
Bloomberg LP May 2014 - August 2014
Viking Investments Group, Inc. September 2013 - December 2013
Pfizer June 2013 - August 2013
Zolio Inc March 2013 - June 2013
Wesleyan University October 2012 - May 2013
Wesleyan University August 2012 - May 2013
J.P. Morgan January 2013 - January 2013
Wesleyan University September 2012 - December 2012
Allstate July 2011 - September 2011
Skills
Leadership, Teamwork, Microsoft Office, Research, PowerPoint, Customer Service, Editing, Communication, Microsoft Word, Microsoft Excel, Public Speaking, Strategy, Marketing, Bloomberg Terminal
Education
Wesleyan University 2011 — 2015
Bachelor Of Arts, Government, Economics, International Relations
Brooklyn Technical High School 2007 — 2011
Specialized High School Diploma, Law & Society Major, 3.9/4.0
Fudan University
Study Abroad, 3.85/4.00
Fortis Advisors LLC July 2015 - Present
BlackRock June 2015 - September 2015
Zolio Inc February 2015 - May 2015
Rady School of Management September 2014 - December 2014
AFC - Academics for Companies October 2013 - December 2013
RETAILAngels July 2012 - August 2012
Karl Strauss Brewing Company February 2012 - May 2012
BNP Paribas Fortis August 2011 - September 2011
Skills
Investment Management, Corporate Finance, Portfolio Management, Modern Portfolio Theory, Financial Forecasting, Data Analysis, Financial Accounting, Microsoft Office, Matlab, Financial Modeling, Risk Management, Gawk programming, SEC - EDGAR, Marketing, Management, Leadership, Research, Microsoft Excel
Education
University of California, San Diego - The Rady School of Management 2014 — 2015
Master's degree, Finance, General, 4.00
University of California, San Diego - The Rady School of Management 2015 — 2015
Additional MBA course, Negotiation
Katholieke Universiteit Leuven 2012 — 2014
Bachelor of Science, Business Economics, Accounting and Finance, Graduated cum laude
Katholieke Universiteit Leuven 2011 — 2012
Accountancy (Credit contract at Faculty of Economics and Business), Accounting
Katholieke Hogeschool Leuven 2009 — 2012
Bachelor Business Management, Marketing, Graduated cum laude
IDG-Accel/IDG Capital Partners July 2015 - Present
University of Illinois at Urbana-Champaign January 2015 - Present
Family Fund September 2012 - Present
TradeStation January 2014 - October 2014
Irvin Academy December 2012 - August 2014
Zolio Inc June 2013 - August 2013
Global Elites International Co Ltd. December 2011 - June 2012
Google Adsense March 2007 - August 2010
Skills
Economics, Microsoft Excel, Data Analysis, Java, VBA, Microsoft Office, Bloomberg, HTML, Microsoft Word, PowerPoint, Statistics, Linux, Word, Options Strategies, Equity Trading, Venture Capital
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS), Actuarial Science
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS), Statistics
Hangzhou Xuejun High School 2008 — 2011
Bio-Rad Laboratories June 2015 - Present
Plenry November 2014 - March 2015
Zolio Inc April 2013 - June 2013
Haas School of Business January 2013 - May 2013
China Resources Vanguard June 2010 - August 2010
Skills
Analysis, Python, MySQL, MongoDB, R, JavaScript, jQuery, Statistics, HTML, CSS, Meteor, Ruby, Ruby on Rails, Microsoft Office, Microsoft Excel, Accounting, Visual Basic, Social Networking, Research, Data Mining, Linear Regression
Education
University of California, Berkeley
Bachelor's Degree, Economics and Statistics (Double Major)
De Anza College 2010 — 2012
Associate's Degree, Liberal Arts -- Business and CIS Emphasis
J.P. Morgan June 2015 - August 2015
Milliman January 2015 - March 2015
University of Chicago Booth School of Business October 2014 - January 2015
Altimus Capital LLC October 2014 - January 2015
Zolio Inc September 2014 - November 2014
Leadbank June 2014 - August 2014
UCLA September 2013 - June 2014
Shenyin & Wanguo Securities Co. Ltd. June 2013 - September 2013
The Veloz Group December 2012 - February 2013
Skills
Economics, Accounting, Access, PowerPoint, Macroeconomics, Mathematics, Microsoft Office, Microeconomics, Banking, Matlab, Bloomberg, Valuation Modeling, Quantitative Finance, Trading, Financial Modeling, Data Analysis, Microsoft Excel, Financial Analysis, Quantitative Analytics, Statistics
Education
The University of Chicago 2014 — 2015
Master of Science (M.S.), Financial Mathematics
University of California, Los Angeles 2011 — 2014
Bachelor of Science (BS), Mathematics, Economics and Accounting, 3.95/4.00
Zolio Inc September 2014 - December 2014
HuaTai Securities Co.,Ltd. June 2014 - August 2014
FiberHome International February 2013 - April 2013
Education
University of Southern California 2014 — 2015
Financial Engineering, Master of Science (M.S.)
Nanjing University of Science and Technology 2009 — 2013
Electrical Engineering (Communication Technology), Bachelor of Engineering (B.E.)
PwC September 2014 - Present
UBS Global Asset Management October 2013 - December 2013
Zolio Inc September 2013 - November 2013
Target June 2013 - August 2013
Skills
Public Sector Accounting, SEC Financial Reporting, Accounting, GAAP, SOX 404, Financial Accounting, Data Analytics, Business Analysis, Tax Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Management, Retail, Team Leadership, Cold Calling, Sales, Auditing, 10K, 10Q, Finance
Education
UCLA 2010 — 2014
Bachelor's degree, Business Economics
UCLA 2010 — 2014
Minor, Accounting
GoDaddy June 2015 - Present
Arizona State University September 2013 - January 2014
The M Group & Associates December 2013 - 2014
Zolio Inc June 2013 - August 2013
The M Group & Associates 2013 - 2013
Skills
Microsoft Office, Microsoft Excel, Teamwork, Time Management, Social Media, Social Networking, Microsoft Word, Fundraising, Sales, Data Analysis, Financial Analysis, Venture Capital, Leadership, Windows, PowerPoint, Customer Service, Public Speaking, Macroeconomics, Global Macro, Strategic Consulting, Financial Reporting, Game Theory, Business Economics, International Economics, Currency Futures, Web Services, CRM
Education
Arizona State University 2011 — 2015
Bachelor’s Degree, Economics, Senior
Arizona State University - W. P. Carey School of Business 2011 — 2015
Minor in Business and International Business Studies Certificate, Economics
BDO USA, LLP November 2014 - Present
Haas School of Business June 2014 - July 2014
Democratic Education at Cal (DeCal) Program November 2010 - May 2014
Universal Love and Peace Organization August 2010 - May 2014
Sony Computer Entertainment America May 2013 - August 2013
Zolio Inc March 2013 - June 2013
Credit Union for Berkeley Students February 2012 - May 2013
Ding's Daycare June 2006 - August 2012
Versant Ventures January 2012 - January 2012
World Mentor April 2011 - October 2011
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Photoshop, C, Non-profits, Protool, Internet Explorer, Financial Accounting, Cost Accounting, Economics, Multivariable Calculus, Linear Programming, Finance, Nonprofits, Leadership, Microsoft Office
Education
Haas School of Business, UC Berkeley 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Saint Francis High School 2006 — 2010
GED
IMS Health August 2015 - Present
Zolio Inc February 2015 - May 2015
Transplant Foundation, Inc August 2014 - May 2015
University of Miami, Miller School of Medicine January 2014 - May 2015
University of Miami August 2013 - May 2015
The David Project January 2014 - February 2015
Regeneron Pharmaceuticals May 2013 - August 2013
Whippoorwill Country Club May 2008 - August 2012
Westchester Bone and Joint Associates March 2011 - August 2011
Skills
Microsoft Office, Critical Thinking, Leadership, Public Speaking, Research, Data Analysis, Teamwork, Biochemistry, Management, Event Planning, Fundraising, Basic Laboratory Skills, Treatment, Pain Management
Education
University of Miami 2011 — 2015
Bachelor of Science (B.S.), Biochemistry and Molecular Biology, Minors in Business Management, Chemistry and Sports Medicine, 3.76
EY June 2015 - August 2015
AXA Advisors January 2014 - July 2014
The Coca-Cola Company September 2013 - May 2014
Prometheus Springs June 2013 - August 2013
Zolio Inc May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Social Media, Social Networking, Research, Recruiting, Data Analysis, Public Speaking, Event Planning, Facebook, Finance
Education
University of Southern California 2014 — 2017
Bachelor's Degree, Business Administration, Accounting
South Pasadena High School
CLSA May 2013 - Present
Zolio Inc June 2013 - August 2013
Boston Digital Ventures February 2013 - May 2013
Paxton 1345 December 2012 - April 2013
Boston Digital Ventures June 2012 - February 2013
Partners HealthCare August 2012 - December 2012
Global Investment Club August 2011 - September 2012
Grainger November 2010 - December 2010
Citi August 2010 - September 2010
Haitong Securities, Asset Management Division July 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Access, Photography, Photoshop, Capital IQ, Bloomberg Software, VBA, Visual C++, Microsoft Word, Matlab, SPSS, Competitive Analysis, Financial Analysis, Microsoft Office, Equity Research, Bloomberg Terminal, Bloomberg, Corporate Finance, Accounting, Finance, Investments, Analysis, Economics, Risk Management, Portfolio Management, Investment Banking, Equities, Private Equity
Education
Brandeis University, Lemberg - International Business School 2011 — 2013
Master of Arts, International Economics and Finance, 3.5
East China University of Science and Technology 2007 — 2011
Bachelor, Business Administration, 3.7
songling first school
Zolio Inc February 2015 - Present
UNIQLO August 2014 - Present
UNIQLO October 2013 - August 2014
StrawberryNET April 2013 - August 2013
Skills
Customer Service, Finance, Leadership, Financial Analysis, PowerPoint, Sales, Long-term Customer..., Bilingual English -..., Electronic Trading, Technical Data Analysis, Cashiering, Fundamental Analysis, Financial Forecasting, Stock Trading, Stock Market Analysis, HTML coding, Time Management, Problem Solving, Teamwork, Microsoft Office, Bloomberg Terminal, Analysis, Retail, Strategic Planning, MS Excel Pivot Tables, Derivatives, Merchandising
Education
City University of New York-Brooklyn College 2012 — 2015
Bachelor of Business Administration (B.B.A.), finance and investment, GPA 3.3
Kingsborough Community College 2010 — 2012
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences, General Studies and Humanities
Aramark June 2015 - August 2015
Zolio Inc February 2015 - May 2015
Creative Channel Services October 2014 - January 2015
Mosaic Sales Solutions October 2013 - October 2014
Aeropostale August 2011 - June 2012
Skills
Self-management, Analytical Skills, Corporate Finance, Sales, Time Management, Financial Services, Works well with a team, Teamwork, Problem Solving, Microsoft Word, Financial Accounting, Goal Oriented, Motivated self-starter, Consistency, Customer Service, Team-oriented, Social Networking, Customer Experience, Merchandising, People Skills, Critical Thinking, Strategic Thinking, Leadership, Facebook, Training, High Organizational..., Highly detail oriented, Social Skills, Organized Multi-tasker, Software, Organization, Creative Problem Solving, Data Entry, Retail Sales, Organizational..., Employee Training, Market Research, Retail, Technical Support, Data Analysis, Building Relationships, Customer Engagement, Business Networking, Microsoft Excel, Technical Analysis, Microsoft Office, PowerPoint, Social Media, Public Speaking, Marketing
Education
Philadelphia University 2012 — 2016
Bachelor's degree, Finance, General, 3.5
Archbishop Ryan High School 2008 — 2012
General Studies
The Depository Trust & Clearing Corporation May 2014 - August 2014
Bloomberg LP September 2013 - May 2014
Skyvo November 2013 - February 2014
DTCC June 2013 - August 2013
Zolio Inc June 2013 - August 2013
Ford Foundation June 2012 - August 2012
Ford Foundation June 2011 - September 2011
Rochester Institute of Technology September 2010 - May 2011
Skills
Portfolio Management, Investments, Financial Analysis, Risk Management, Bloomberg, Finance, Public Speaking, Microsoft Office, SAS, Asset Allocation, Minitab, Statistics, Bloomberg Terminal, Forecasting, Quantitative Analytics, Fixed Income, Spanish, Start-ups, Trading Strategies, Factset, Python, Financial Engineering, C++ Language, R, Statistical Modeling, Hedge Funds, Analytics, Investment Strategies, Global Macro, Long/Short Equity, Distressed Debt, Market Neutral, Portuguese, Bayesian inference, Value Investing, Mergers & Acquisitions, DCF Valuation, Equity Research, Equity Trading, Credit Risk, Credit Analysis, Commodity Risk..., Soft Commodities
Education
Rochester Institute of Technology 2009 — 2014
Bachelor’s Degree, Finance & Economics, Statistics (Minor)
State Street November 2014 - Present
HSBC July 2014 - November 2014
Zolio Inc March 2014 - May 2014
Lally School of Management March 2013 - December 2013
Citigroup June 2013 - August 2013
Bank of Beijing January 2012 - July 2012
Citibank January 2011 - March 2011
Skills
Analysis, Financial Analysis, Data Analysis, Corporate Finance, Matlab, Stata, Microsoft Excel, Bloomberg, Python, VBA, SQL, R, C, VB, Visual Basic, Microsoft Access, Mathematical Statistics, Regression Analysis, Risk management, Trading, SAS, Yield Book, SAS Programming
Education
Rensselaer Polytechnic Institute 2012 — 2013
Master of Science, Financial Engineering and Risk Analytics
Beijing Union University (BUU), Beijing, China 2007 — 2011
Bachelor of Economics, Finance, 3.75/4.0
Citi June 2015 - Present
Zolio Inc September 2013 - April 2014
Department of Computer Science, University of Wisconsin-Madison June 2013 - December 2013
University of Wisconsin-Madison, Math REU Program June 2013 - July 2013
Guolian Securities CO. LTD. December 2012 - January 2013
Skills
Probability Theory, Econometrics, Mathematical Statistics, Machine Learning, C++, Matlab, Python, R
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2015
Masters in Computational Finance (MSCF), Financial Engineering
University of Wisconsin-Madison 2010 — 2014
B.S in Mathematics and Economics, Computer Science minor
Cisco August 2015 - Present
Carrboro Parks and Recreation Department March 2013 - May 2015
University of North Carolina at Chapel Hill August 2011 - May 2015
Zolio Inc June 2013 - August 2013
NC Office of State Treasurer May 2013 - August 2013
Sky Mountain Coffee May 2012 - August 2012
Skills
Microsoft Excel, Stata, Qualitative Research, Policy Analysis, PowerPoint, Public Speaking
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor's Degree, Business Administration with a concentration in General Finance
Chardan Capital Markets August 2014 - December 2014
Zolio Inc September 2013 - December 2013
AFJ Charity August 2013 - December 2013
BMW October 2011 - February 2012
Citi September 2011 - September 2011
Cinda Securities Co., Ltd February 2011 - July 2011
Skills
Risk Management, Finance, Portfolio Management, Bloomberg, Analysis, Investment Banking, Derivatives, Financial Risk, Accounting, Financial Modeling, Auditing, Financial Services
Education
New York University 2012 — 2014
Master of Science (MS), Financial Engineering, 3.7/4.0
China Foreign Affairs University 2008 — 2012
Bachelor's degree, Economics, 3.7/4.0
Lincoln Financial Group May 2015 - Present
Zolio Inc June 2013 - September 2013
Wilmington Montessori School June 2005 - August 2013
Deshong & Sons Contractors, Inc. May 2013 - June 2013
Education
Drexel University 2014 — 2016
Master of Science (MS), Finance, 3.8
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration, Finance and International Business
The American University of Paris 2012 — 2012
Study Abroad
BRANDYWINE HIGH SCHOOL 2006 — 2010
Diploma
Capco January 2015 - Present
PineBridge Investments April 2014 - December 2014
MZ Group August 2013 - December 2013
Zolio Inc March 2013 - June 2013
Cathay Bank July 2012 - January 2013
Levi Strauss & Co. July 2011 - September 2011
Skills
Cantonese, Microsoft Excel, Microsoft Word, PowerPoint, Data Entry, ThomsonOne, IR Navigator, Research, Teamwork, Public Speaking, Finance, Financial Analysis, Spreadsheets, Time Management
Education
Baruch College 2010 — 2014
Bachelor's Degree, Finance & Investments, Major GPA: 3.8/4.0
Microsoft June 2015 - August 2015
Facebook September 2014 - December 2014
Goldman Sachs May 2014 - September 2014
Jane Street Capital January 2014 - January 2014
Kensho Quantitative Finance October 2013 - November 2013
GreenWorld Capital July 2013 - September 2013
Camomile Advisory Services May 2013 - July 2013
Zolio Inc May 2012 - September 2012
Harvard University December 2010 - January 2012
Education
Harvard University 2013 — 2015
Master's degree, Applied Mathematics, 4.0
Harvard University 2010 — 2014
Bachelor's degree, Computer Science
Wyoming Seminary Upper School 2006 — 2010
Currently Seeking New Opportunity September 2012 - Present
Northeastern University August 2013 - December 2013
Zolio Inc April 2013 - July 2013
Orient Securities January 2012 - February 2012
China Jianyin Investment Securites July 2011 - September 2011
Agricultural Development Bank of China July 2010 - September 2010
Skills
Microsoft Excel, SQL, Databases, Bloomberg, Access, MBS, Financial Analysis, Real Estate Financing, Data Analysis, Financial Accounting, Option Valuation, Financial Modeling, Financial Risk, Microsoft Office, Marketing Communications, Strategic Planning, Finance, Fixed Income, Valuation, Investments, Project Management, Web Design, QuickBooks, Management
Education
Northeastern University 2012 — 2013
Master of Science (M.S.), Finance, 3.8
Ocean University of China 2008 — 2012
Bachelor of Science (B.S.), Finance, General, 3.7
Looking for Opportunities September 2015 - Present
Champ Internet Solutions January 2015 - May 2015
TIAA-CREF June 2014 - August 2014
Spotify August 2013 - December 2013
Zolio Inc September 2013 - November 2013
Move This World June 2013 - August 2013
Mint Green Marketing May 2013 - August 2013
TAMID Israel Investment Group September 2012 - May 2013
City Blossoms June 2012 - August 2012
Habitat for Humanity June 2011 - August 2011
Skills
Social Media, Research, Microsoft Excel, Facebook, Blogging, Microsoft Word, Teamwork, HTML, Social Networking, Adobe Acrobat, Instagram, Strategic Planning, Nonprofits, Java, Facebook Marketing, Twitter, Pinterest, Redesigning, Influencer Marketing, Microsoft Office, PowerPoint, Social Media Marketing, Public Speaking, Leadership, Event Planning, Prezi, Storyboarding, Digital Marketing, Mashups, Google Analytics, SEO
Education
Brandeis University 2011 — 2015
Bachelor of Arts, Business and Theater
Thomas S. Wootton High School 2007 — 2011
High School Diploma, High School/Secondary Diplomas and Certificates
AlphaSights 2014 - Present
Zolio Inc August 2013 - January 2014
Internal Consultant 2013 - 2013
Education
University of North Carolina at Chapel Hill
Bachelor's Degree, Business Administration (Finance)
Save the Children US September 2013 - December 2013
Quinnipiac University May 2011 - December 2013
Zolio Inc 2013 - 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, SAS, Stata, Financial Modeling, Capital Budgeting, Python Programming, Research, Economics, Statistics
Education
Quinnipiac University - School of Business 2010 — 2014
Bachelor of Science (BS), Economics Major; Mathematics Minor
The University of New Mexico
Graduate student, Economics
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
Integrated Pension Design June 2014 - August 2014
Zolio Inc March 2014 - May 2014
Global Telecom Supply June 2013 - August 2013
Brooklyn College: Laboratory for Experimental & Applied Phycology (LEAP) June 2011 - May 2012
Skills
Statistics, Economics, Research, Microsoft Excel, Teamwork, Analysis, Investments, Portfolio Management, Business Development, Teaching, Event Planning, Time Management, Leadership
Education
State University of New York at Binghamton 2012 — 2014
Bachelor's Degree, Mathematical Sciences & Economics
City University of New York-Brooklyn College 2010 — 2012
Deloitte Consulting August 2014 - Present
ExpoCredit July 2013 - September 2013
Highland Creek Partners LLC May 2013 - June 2013
Zolio Inc March 2013 - June 2013
Stanford Football September 2010 - October 2012
Skills
Financial Analysis, Economics, Microsoft Excel, PowerPoint, Microsoft Word, Market Research, Statistics, Data Analysis, Brazilian Portuguese, Stata, Inventory Management, Finance, Analysis, Business Strategy, Spanish, Research, Microsoft Office, Entrepreneurship, Strategy
Education
Stanford University 2010 — 2014
BA, Economics
Ronald Reagan 2006 — 2010
Harvard University September 2013 - December 2013
Zolio Inc August 2013 - November 2013
Suffolk University September 2011 - June 2013
Brookline Liquor Mart February 2013 - May 2013
City on a Hill Charter Public School November 2012 - May 2013
Propulsys, Inc. August 2011 - August 2011
White Drive Products March 2011 - July 2011
Audit Bureau of Zhenjiang November 2010 - March 2011
Skills
Microsoft Office, ACL, FoxPro, Mandarin, Bloomberg, Microsoft Dynamics, Acess, QuickBooks, Prezi, SchoolBrains, Tax Preparation, Access Lists, Economics, Accounting, Microsoft Excel, Auditing, Data Analysis, Teradata SQL Assistant, Accounts Payable, Leadership, Account Reconciliation, Budgets, Financial Reporting, Financial Accounting, Financial Analysis
Education
Harvard University 2013 — 2013
The Art of Communication
Suffolk University - Sawyer School of Management 2011 — 2013
Master, Accounting, 3.8
Nanjing Audit University 2006 — 2010
Bachelor, Auditing, 3.7
Carnegie Mellon Tepper School of Business September 2015 - Present
Citi June 2015 - August 2015
Course Hero, Inc. March 2013 - March 2015
Citi June 2014 - August 2014
Morgan Stanley February 2014 - April 2014
Verizon June 2013 - August 2013
Zolio Inc May 2013 - August 2013
Dorm Room Movers February 2013 - May 2013
TapTrak November 2012 - May 2013
John P. Stevens High School Tennis Camp July 2010 - August 2012
Skills
PowerPoint, Microsoft Excel, Financial Modeling, Research, Microsoft Office, Data Analysis, Microsoft Word, Analysis, Social Media, Python, Fundraising, Matlab, Event Planning, Agile Project Management, Management, Public Speaking, R, Investment Banking, Illustrator, Axis, HTML, Finance, Photoshop, QlikView, Business Strategy, Mathematics, Bloomberg, Peachtree, Bloomberg Terminal, Capital IQ, Financial Analysis
Education
Carnegie Mellon University 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Statistics
WHU - Otto Beisheim Graduate School of Management 2013 — 2013
University of Georgia August 2011 - Present
xByte Technologies June 2013 - August 2013
Zolio Inc June 2013 - August 2013
MAXWest Media January 2013 - April 2013
RGI Weinstein & Associates May 2012 - August 2012
Chick-fil-A May 2010 - July 2011
TLC, Inc. August 2010 - May 2011
East Cobb YMCA February 2009 - May 2011
Skills
Leadership, personable, Spanish, Teamwork, social networking, great with numbers, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Critical Thinking, Research, Social Media, Public Speaking, Time Management, Sales, Event Planning, Facebook
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Barclays Investment Bank May 2015 - Present
Johnson & Johnson December 2014 - May 2015
Daily Burn an IAC Company June 2014 - August 2014
Zolio Inc June 2014 - August 2014
Skills
PowerPoint, AutoCAD, Microsoft Word, Access, Microsoft Office, Data Analysis, Teamwork, Matlab, Microsoft Excel, Customer Service, Revit, Windows, Public Speaking, Research, Time Management, Higher Education, Alice
Education
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2016
B.S., Finance
Virginia Polytechnic Institute and State University 2012 — 2013
General Engineering
Freeman High School 2008 — 2012
Advanced Studies Diploma
Johns Hopkins School of Advanced International Studies October 2014 - April 2015
Penn State University January 2014 - May 2014
Penn State University August 2013 - December 2013
Zolio Inc July 2013 - August 2013
The International Center for the Study of Terrorism May 2013 - July 2013
Penn State University August 2012 - December 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Economics, English, Financial Analysis, Data Analysis, Statistics, Stata, Leadership, Management, Econometrics
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2014 — 2015
Master of International Economics and Finance Candidate, International Economics and Finance
Penn State University 2009 — 2014
Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Economics, International Relations
Harvest Fund Management (嘉实基金) June 2015 - August 2015
Zolio Inc September 2014 - November 2014
Pentacrest Value Institute May 2013 - August 2014
Citi Orient Securities June 2013 - August 2013
Skills
Data Analysis, Financial Modeling, Microsoft Excel, Risk Management, Microsoft Office, Valuation, Bloomberg, PowerPoint, Financial Analysis, Investments, Corporate Finance, Customer Service, Project Management, Leadership, Management, Microsoft Word, Strategic Planning, SQL, Finance, Portfolio Management, Process Improvement, Marketing, Quantitative Analytics
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2015
Master of Science (M.S.), Quantitative Finance
University of Iowa - Henry B. Tippie College of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General, 4.00/4.00
SunTrust Robinson Humphrey June 2015 - Present
Indiana University Kelley School of Business August 2014 - May 2015
Bloomberg LP August 2013 - June 2014
Zolio Inc June 2013 - August 2013
Indiana University January 2013 - May 2013
Lowenthal Group November 2011 - May 2012
Skills
English language skills, French, Italian, German, Teaching English as a..., Bloomberg Terminal, Research, Finance, Fundraising, Data Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint
Education
Indiana University Bloomington 2014 — 2016
Master of Business Administration (M.B.A.), Concentration in Financial Analysis
Indiana University Bloomington 2012 — 2014
Bachelor's Degree, Accounting
Rochester Institute of Technology 2011 — 2012
AlphaSights 2014 - 2014
Zolio Inc August 2013 - November 2013
Summit Church June 2013 - July 2013
Providence Country Club August 2011 - August 2012
Skills
PowerPoint, Leadership, Microsoft Word, Microsoft Excel, Economics, Finance, Social Networking, Research, Financial Modeling, Investments, Financial Analysis, Equities, Investment Banking, Microsoft Office, Team Leadership, Teamwork, Strategic Planning, Marketing Strategy, Balloon Artist, Children's Parties, Event Planning
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Science (BS), Business Administration and Economics
Marvin Ridge High School 2008 — 2012
International Baccalaureate Diploma
Goldman Sachs May 2015 - Present
Rutgers University February 2015 - May 2015
Rutgers Kreeger Learning Center January 2014 - December 2014
AIG May 2014 - August 2014
UBS Investment Bank May 2014 - May 2014
Zolio Inc March 2014 - May 2014
Software Development for Economics Experiments January 2014 - May 2014
Princeton University April 2014 - April 2014
Ornithopter Research Development (Flying Robots/Flapping Insect) June 2013 - January 2014
Skills
C++, Matlab, Maple, Java, Windows, Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Public Speaking, Access, Economics, Statistics, Quantitative Analytics, Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2016
Bachelor's degree, BS Honors Computer Engineering, BA Economics, Certificate Quantitative Economics, Minor Mathematics, Junior
South Brunswick High School 2009 — 2012
Honor Roll
PNC February 2014 - July 2015
Zolio Inc September 2013 - November 2013
Merrill Lynch June 2013 - August 2013
Dick's Sporting Goods March 2011 - June 2013
Moocho September 2011 - December 2011
Education
University of Pittsburgh 2009 — 2013
BSBA, Finance and Communication
Chang Hwa Commercial Bank, Los Angeles Branch November 2013 - Present
Zolio Inc September 2013 - November 2013
Graduate Institute of Atmospheric Physics, National Central University October 2011 - May 2012
Cathay Life Insurance June 2011 - September 2011
Skills
Financial Analysis, Financial Modeling, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Public Speaking, Bloomberg, Finance, Matlab, Fortran, Financial Engineering, Business Strategy, Market Research, Valuation, Atmospheric Science, Atmospheric Modeling, Options Strategies
Education
Brandeis University 2012 — 2013
Master's degree, Finance, General
National Central University 2006 — 2010
Bachelor of Science (BS), Atmospheric Sciences and Meteorology
Ross Portfolio Management Club September 2011 - Present
Citi June 2014 - August 2014
Charles Products Inc June 2013 - August 2013
Zolio Inc April 2013 - June 2013
UBS May 2013 - May 2013
Talk of the Town June 2012 - August 2012
Skills
Leadership,...
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
BNY Mellon August 2015 - Present
T. Rowe Price June 2014 - August 2015
Zolio Inc March 2013 - June 2013
Office of Residence Life August 2011 - May 2013
Skills
Leadership, Data Analysis, Student Affairs, Student Development, SAS, Microsoft Excel, Financial Reporting, SQL, Visual Basic, Compustat, WRDS, CRSP, Bloomberg Terminal, SharePoint, PowerPoint, Microsoft Word, Facebook
Education
James Madison University 2010 — 2014
Bachelor's degree, Finance
James Madison University - College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Zolio Inc June 2013 - August 2013
Boston Digital Ventures February 2013 - May 2013
HuaTai Securities Co.,Ltd. June 2012 - August 2012
Agricultural Bank of China July 2010 - August 2010
Skills
Eviews, Microsoft Office, VBA, Stata, Microsoft Excel, Visual Basic, SQL, Bloomberg Terminal, Capital IQ, Financial Modeling, Financial Analysis, Equity Valuation, Equity Research, Market Research
Education
Brandeis University, Lemberg - International Business School 2011 — 2013
MA, International economics and finance
Wuhan University 2007 — 2011
BA, finance
Greenway Health June 2014 - Present
Penton July 2013 - December 2013
Rare 1 July 2013 - August 2013
Zolio Inc March 2013 - June 2013
Washington University School of Medicine May 2011 - August 2011
Skills
Data Analysis, Research, Microsoft Office, PowerPoint, Microsoft Excel, Matlab, SQL, Customer Service, Business Analysis, Project Management
Education
Georgia Institute of Technology 2009 — 2014
Bachelor's Degree, Business Administration, Finance
Commack high school
Procter & Gamble May 2015 - July 2015
Treliant Risk Advisors June 2014 - August 2014
Zolio Inc June 2013 - August 2013
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2016
Finance, Accounting, Economics, Senior
CFA Institute Research Challenge September 2015 - Present
Gordon Brothers Group January 2015 - Present
Floyd Advisory July 2015 - August 2015
Technetics Group May 2014 - January 2015
Zolio Inc June 2014 - August 2014
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.), Finance
Wall St Training 2014 — 2014
Valuation Methods & Financial Modeling
OpenDoor 2013 — 2014
Inside an Investment Bank (Sponsored by Bank of America Merrill Lynch), Finance and Financial Management Services
Marianapolis Preparatory School 2008 — 2012
Liberty Mutual Insurance April 2015 - Present
Liberty Mutual Insurance July 2014 - April 2015
Blue Hills Bank June 2013 - April 2014
Zolio Inc June 2013 - August 2013
Egon Zehnder March 2013 - May 2013
World Trade Centre Dublin September 2012 - December 2012
Iris Sample Processing May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Bloomberg, Social Media, Morningstar, Factset, SPSS, Crystal Ball, Peachtree, Market Research, Investments, Analysis
Education
Bentley University 2010 — 2014
Bachelor's degree, Economics-Finance with Liberal Studies Major; Global Perspectives
University College of Dublin 2012 — 2013
Xaverian Brother High School 2006 — 2010
Ameriprise Financial Services, Inc. June 2014 - Present
Zolio Inc June 2014 - September 2014
Clark University January 2014 - April 2014
Main South Community Development Corporation January 2014 - April 2014
China Zheshang Bank May 2013 - August 2013
Mingyangchangjing Law Firm June 2010 - August 2010
Skills
Financial Analysis, Microsoft Office, Financial Modeling, Research, Public Speaking, Risk Management, Corporate Finance, Microsoft Excel, PowerPoint, Strategic Planning, Legal Writing, Financial Research, Project Management, Investments, Analysis, Microsoft Word, Customer Service, English, Teaching, Budgets, Marketing, Windows, Personal Financial..., Retirement Planning
Education
Clark University 2012 — 2014
MSF, Master of Finance, 3.55
University of Southern California 2011 — 2012
Master of Laws (LLM), Business
Beijing Institute of Technology 2007 — 2011
Bachelor of Laws (LLB), General Law
Beijing Institute of Technology 2007 — 2011
Bachelor of Business Administration (B.B.A.)
University of Oxford 2009 — 2009
English Legal Systemt
Shandong University 2008 — 2009
Exchange Student, Law
Bridgewater Associates September 2014 - Present
SEER July 2014 - August 2014
Zolio Inc April 2014 - August 2014
Bloomberg LP July 2013 - July 2014
SolBright Renewable Energy August 2012 - September 2013
Skills
Financial Analysis, Microsoft Excel, Financial Accounting, Microsoft Word, Financial Forecasting, Access, Budgets, Accounts Payable, QuickBooks, Variance Analysis, Account Reconciliation, Auditing, Bloomberg Terminal, Public Speaking, Bank Reconciliation, Cost Allocation, Workday, SharePoint, Process Modeling, Analysis, Microsoft Office, PowerPoint, Customer Service
Education
College of Charleston 2010 — 2014
Double Major Accounting and Business Administration
Saint Joseph's University 2010 — 2011
Accounting and Finance
Daniel Hand High School
Wilshire Associates May 2015 - August 2015
BNY Mellon August 2014 - April 2015
Zypshop March 2013 - July 2014
University of Pittsburgh October 2012 - July 2014
Zolio Inc June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Research, Microsoft Office, Teamwork, Customer Service, Public Speaking, PowerPoint, Social Media
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2014
Bachelor's degree, Finance, General
Mt. Lebanon High School 2006 — 2010
Bank of America June 2014 - Present
Accenture(Procurement BPO) June 2013 - August 2013
Zolio Inc March 2013 - June 2013
Fannie Mae 2012 - 2013
ICG Commerce October 2011 - March 2012
Standard Chartered Bank August 2011 - September 2011
China Guangfa Bank January 2011 - March 2011
Wyeth July 2010 - September 2010
Skills
Market Research, Investments, Data Analysis, Microsoft Excel, Microsoft Office, Data Mining, Financial Modeling, PowerPoint, Management, R, Supply Chain, Financial Analysis, Negotiation, Budgets, Leadership, Accounting, Statistics, Economics, Quantitative Analytics, Matlab, Monte Carlo Simulation, Bloomberg Terminal, SAS, Due Diligence, Time Series Analysis
Education
The Johns Hopkins University 2012 — 2013
Master of Science (MSc), Applied Mathematics
Sun Yet-sen University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Mathematics and Computer Science, 3.6
Political/campaign/board experience August 2014 - Present
Zolio Inc May 2014 - July 2014
Alpha Capital Corporation April 2014 - July 2014
Polo Wear January 2013 - August 2013
Business Student Association August 2011 - December 2012
MC Graduation LTDA May 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Sales, Communication, Customer Service, Market Research, Marketing, Team Leadership, Data Analysis
Education
Baruch College 2013 — 2016
Bachelor of Business Administration, Economics, 3.6
City University of New York-Baruch College - Zicklin School of Business 2013 — 2016
Bachelor of Business Administration (B.B.A.), Economics
Moorpark College 2011 — 2012
Associate Degree, Science
Binghamton University August 2014 - January 2015
Zolio Inc May 2014 - August 2014
ING Group June 2013 - June 2013
Beijing North Star Company Limited July 2012 - August 2012
University of Macau January 2011 - December 2011
AIESEC September 2010 - April 2011
Skills
Leadership, Economics, Project Planning, Data Analysis, Financial Analysis, Stock Trading, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Public Speaking, Eviews, Financial Reporting, Auditing, Management Consulting, HR Consulting, Marketing Management, IFRS, EDGAR
Education
State University of New York at Binghamton 2013 — 2015
Master's Degree, Accounting, GPA 4.00/4.00
University of Macau 2009 — 2013
Bachelor's Degree, Economics & Business Administration, Economics GPA 3.53/4.00; Business Administration GPA 3.82/4.00
UC Berkeley 2011 — 2011
Summer School, Psychology
Mizuho Bank July 2015 - Present
Mizuho Bank June 2014 - August 2014
Siemens August 2013 - May 2014
Time Warner Cable June 2013 - August 2013
Zolio Inc June 2013 - August 2013
Johnson & Johnson January 2013 - June 2013
The Wharton School June 2012 - September 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, HTML, Public Speaking, Social Media, Social Networking, Outlook, Research, Time Management, Data Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor’s Degree, Finance and Economics
Telemet America May 2013 - Present
Zolio Inc June 2013 - 2013
Korea Institute for International Economic Policy, Ministry of Finance April 2012 - July 2012
Economics Research August 2011 - December 2011
Skills
SPSS, Eviews, SAS, Matlab, Microsoft Office, R, VBA, Bloomberg Terminal, Statistics, Microsoft Excel, Mathematical Modeling, Data Analysis
Education
The Johns Hopkins University 2012 — 2013
Master's degree, Financial Mathematics
University of Illinois at Urbana-Champaign 2009 — 2011
Bachelor of Science (BS), Economics, Statistics
The Advisory Board Company July 2015 - Present
Michael Baker International February 2015 - June 2015
AARP August 2014 - November 2014
Carnegie Mellon Alumni Relations Office March 2013 - August 2013
Zolio Inc. February 2013 - May 2013
Enterprise Information Solutions June 2012 - August 2012
Executive Office of the Mayor of the District of Columbia May 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, HTML, Adobe Acrobat, JAMIS, PowerPoint, Research, Public Speaking, Microsoft Word, Data Analysis, Social Media, Event Planning, Leadership, Management
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2014
Bachelor’s Degree, Business Administration- Finance
Sidwell Friends School 2006 — 2010
High School
Oracle July 2015 - Present
White Oak Partners, LLC March 2013 - May 2015
Zolio Inc February 2013 - June 2013
BI-LO, LLC May 2009 - August 2011
Skills
Finance, Microsoft Office, Corporate Finance, Stata, Bloomberg, SPSS, Oracle Applications, Oracle ERP, SaaS, Sales
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Economics, Entrepreneurship minor
Weddington High School 2007 — 2011
TIAA-CREF September 2014 - Present
UMass Club Baseball September 2012 - May 2014
Zolio Inc March 2013 - June 2013
Rockland Boulders May 2011 - September 2012
Skills
Budgets, Finance, Management, Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Corporate Finance, Financial Accounting, Microsoft Excel, Strategic Financial..., Valuation, PowerPoint, Economics, Investments, Bloomberg Terminal, Bloomberg, Managerial Finance, Microsoft Office, Microsoft Word
Education
Colorado State University-Global Campus 2015 — 2017
Master of Business Administration (MBA), Finance, General
Isenberg School of Management, UMass Amherst 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance - Financial Analyst
Bentley Investment Group September 2014 - May 2015
Zolio Inc June 2014 - August 2014
Banco Mercantil June 2014 - August 2014
Skills
Financial Projection, Credit Analysis, Due Diligence, Team Leadership, Bloomberg, Valuation, Corporate Finance, Investments, Microsoft Excel, PowerPoint, Spanish, Trading, Finance, Financial Modeling, Data Analysis, Budgets, Investment Management, Project Finance
Education
Bentley University 2013 — 2017
Bachelor of Finance, Finance, General, 3.64
Instituto Educacional Henry Clay 1998 — 2013
High School Diploma
Flack Steel March 2015 - August 2015
PNC June 2014 - December 2014
YMCA May 2014 - July 2014
Weatherhead School of Management at Case Western Reserve University May 2014 - July 2014
Vision Of Angels Youth Foundation May 2014 - July 2014
Zolio Inc March 2014 - May 2014
Industrial and Commercial Bank of China July 2012 - September 2012
Skills
Financial Analysis, Teamwork, Financial Modeling, Microsoft Excel, Mandarin, Corporate Finance, Valuation, Microsoft Office, Economics, Microsoft Word, Data Analysis, Statistics, Equity Research, Research, SAS programming, Financial Statement..., Risk Management, Personal Banking, Personal Finance, Customer Service, SAS Programming, Finance, Management
Education
Case Western Reserve University 2013 — 2015
Master of Science in Management Specialized in Finance (M.S.M Finance), Finance and Financial Management Services
Case Western Reserve University - Weatherhead School of Management 2013 — 2015
Master's degree, Finance and Financial Management Services, 3.85/4.00
Anhui University of Finance and Economics 2009 — 2013
Bachelor of Science (BS), Finance, General, 3.85/4.00
Farma Consulting June 2015 - Present
NYU Polytechnic School of Engineering May 2015 - Present
Zolio Inc February 2015 - May 2015
Unique Stockbro Pvt. Ltd. June 2013 - July 2013
Skills
Matlab, Applied Mathematics, Microsoft Excel, R, C++ Language, Microsoft Office, Programming, C, Mathematical Modeling, Project Management, Writing, Proteus, Team Management, C, PowerPoint, English, Teamwork, HTML, C++, Microsoft Word
Education
New York University 2014 — 2016
Master's Degree, Financial Engineering
Dwarkadas J Sanghvi College of Engineering 2010 — 2014
Bachelor's Degree, Electrical, Electronics and Communications Engineering
PwC June 2015 - August 2015
Lenovo January 2015 - May 2015
AIESEC February 2014 - December 2014
KnowledgeTree May 2014 - August 2014
Zolio Inc May 2014 - August 2014
Szechuan Palace May 2013 - May 2014
Jobbook February 2013 - June 2013
Skills
Microsoft Office, Teamwork, Consulting, Social Media, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Marketing Strategy, Inbound Marketing, Research, Public Speaking, Windows, Marketing, Management, English
Education
UNC Chapel Hill 2012 — 2016
Bachelor’s Degree, Business Administration and Management, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bachelor of Business Administration (B.B.A.)
KPP Search February 2015 - April 2015
Goldman Sachs May 2014 - August 2014
Union Investment Management February 2014 - April 2014
Zolio Inc June 2013 - August 2013
Longfellow Investment Management Co. January 2013 - August 2013
Incapital January 2013 - January 2013
Incapital June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Event Planning, Social Media, Financial Analysis, Twitter, Data Analysis, Research, Access, SPSS, Facebook
Education
Boston University London Campus 2014 — 2015
Economics and Finance [Spring 2014] Management [Spring 2015]
Boston University 2011 — 2015
Business Administration
Booz Allen Hamilton July 2015 - Present
PNC June 2014 - August 2014
Allegheny Conference on Community Development September 2013 - May 2014
American Eagle Outfitters June 2013 - August 2013
Zolio Inc November 2012 - March 2013
Acquire Media May 2012 - August 2012
Acquire Media May 2011 - August 2011
Skills
Data Analysis, SQL, Python, Microsoft Office, Microsoft Excel, MySQL, R, Teamwork, Tableau, Lotus Notes, Visual Basic, SAS
Education
Carnegie Mellon University 2010 — 2015
BS, Economics & Statistics
Livingston High School
HSBC June 2015 - Present
Fortune Financials January 2014 - Present
American Transit Insurance Co January 2015 - June 2015
AXA Advisors February 2015 - March 2015
Deckers Brands October 2010 - January 2015
Zolio Inc September 2014 - November 2014
Skills
Sales, Strategy, CRM, Project Planning, Customer Service, Negotiation, Finance, Start-ups, Networking, Entrepreneurship, New Business Development, Marketing Communications, Market Research, Advertising, Retail, Marketing, Real Estate, Leadership, Product Marketing, Analysis, Public Speaking, Investments
Education
City University of New York-Brooklyn College 2013 — 2015
Bachelor’s Degree, Finance and Investments
CUNY New York City College of Technology 2011 — 2013
Associate’s Degree, Marketing Management
CAPTARGET, LLC June 2015 - Present
Zolio Inc May 2015 - Present
Cold Stone Creamery June 2014 - September 2014
Education
University of California, San Diego 2012 — 2016
Bachelor's degree, Economics, Finance Minor
Brigham Young University January 2015 - Present
Altius Test Prep August 2014 - Present
Dr. Jonathan Wisco's Behavioral Neuroscience Laboratory August 2014 - Present
Zolio Inc January 2015 - May 2015
Brigham Young University August 2013 - May 2015
Global Citizens for Study Abroad (GCSA) April 2013 - May 2015
Brigham Young University September 2012 - May 2015
Dr. Jeffrey Edwards' Neuroscience Laboratory April 2013 - September 2014
Zithaklinik Sa June 2014 - August 2014
Ottesen Brother's Landscaping Company April 2001 - April 2014
Skills
Microsoft Office, Leadership, Customer Service, Teaching, Teamwork, Marketing, Entrepreneurship, Research, Social Media, Team Leadership, Management, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word
Education
Brigham Young University 2011 — 2015
Neuroscience, Cultural Anthropology, 3.97
Utah Valley University 2007 — 2009
Associates Degree, Pre-Professional Development, 3.97
MVHS!
MVHS!
Mountain View High School
Oppenheimer & Co. Inc. June 2015 - August 2015
Astor Group January 2015 - February 2015
Zolio Inc June 2014 - August 2014
Charter School Business Management Inc. May 2014 - August 2014
The Jed Foundation September 2013 - December 2013
Education
New York University, Stern School of Business 2012 — 2016
Bachelor of Science (B.S.)
The Hong Kong University of Science and Technology 2014 — 2014
Bachelor's Degree
Ridge High School 2008 — 2012
High School Diploma
RBC Capital Markets June 2015 - Present
Ketchum Trading/ Hull Investments April 2015 - June 2015
Zolio Inc January 2015 - April 2015
The University of British Columbia-- the Department of Mathematics September 2011 - May 2013
Co-Bridge Capital Private Equity June 2012 - August 2012
HSBC CMB April 2011 - August 2011
HuaTai Securities Co.,Ltd. July 2010 - August 2010
Skills
Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Access, C++ Language, Time Management, Analysis, Corporate Finance, Option Pricing Models, C, C++
Education
The University of Chicago 2014 — 2015
Master's Degree, Financial Mathematics
The University of British Columbia 2009 — 2013
Sauder School of Business, Bachelor of Commerce (B.Com.), Finance
EY July 2014 - Present
Viridity Energy June 2013 - September 2013
Zolio Inc May 2013 - August 2013
University of Pennsylvania July 2012 - January 2013
Florida Heart Research Institute May 2012 - July 2012
Skills
Consulting, Bioengineering, Entrepreneurship, Marketing, Cleantech, Sustainable Energy, Product Management, Renewable Energy, Product Development, Start-ups, Solar Energy, Data Analysis, Energy Efficiency, Strategic Partnerships, Large Systems..., Biotechnology, Pharmaceutical Industry
Education
University of Pennsylvania 2010 — 2014
Bachelor’s Degree, Bioengineering and Engineering Entrepreneurship
Altman Management Company July 2015 - Present
Penn State University 2013 - Present
The AroundCampus Group 2014 - May 2015
Zolio Inc 2014 - 2015
Penn State University August 2012 - May 2013
University of Pennsylvania May 2012 - August 2012
Skills
Public Relations, Public Speaking, SPSS, Humanities, Psychology, Business, Industrial Organization, Research, Qualtrics, Yardi Property...
Education
Penn State University 2012 — 2015
Bachelor’s Degree, Industrial and Organizational Psychology, 3.03
McGladrey August 2015 - August 2015
Airbnb June 2015 - August 2015
Amazon September 2014 - June 2015
Delta Sigma Pi June 2014 - June 2015
Internal Revenue Service (IRS) Volunteer Income Tax Assistance November 2014 - March 2015
State Street September 2014 - October 2014
Franklin Templeton Investments June 2014 - September 2014
Zolio Inc June 2014 - August 2014
Liberty Mutual Insurance June 2014 - June 2014
Delta Sigma Pi January 2014 - June 2014
Skills
Microsoft Excel, Event Planning, Microsoft Office, Databases, Social Networking, Microsoft Word, Management, R, Customer Service, Facebook, Teamwork, Social Media Marketing, Training, Access, Data Entry, Marketing, VBA, PowerPoint, Program Management, HTML, CSS, Workday
Education
University of California, Davis 2012 — 2016
Bachelor of Science (BS), Managerial Economics
Zolio Inc May 2015 - Present
University of Connecticut August 2014 - Present
Skills
Photoshop, Adobe Creative Suite, Adobe Design Programs, Microsoft Office, Microsoft Excel, SharePoint, Google Docs, Google Analytics, Final Cut Studio, Social Media Platforms, InDesign, Illustrator
Education
The University of Connecticut School of Business 2015 — 2018
International Business, Dean's List
International Studies Institute 2015 — 2015
General Studies
RBC Wealth Management September 2015 - Present
BankWork$ 2015 - 2015
Morgan Stanley April 2014 - June 2014
Zolio Inc September 2013 - November 2013
Muscular Dystrophy Association June 2012 - July 2012
Skills
Fashion, Small Business, Finance, Customer Service, Research, Data Analysis, Fundraising, Linear Programming, Market Research, Team Leadership, Accounting, Strategic Planning, Leadership, Financial Analysis, Management, Investments, Event Planning, Valuation, Social Networking
Education
University of California, Davis 2012 — 2014
Bachelor's Degree, Managerial Economics
Diablo Valley College 2009 — 2012
Associate's Degree, Business Administration and Management, General
ZypMedia, Inc. May 2015 - Present
Palo Alto Networks June 2014 - September 2014
Zolio Inc March 2014 - May 2014
Santa Clara University June 2013 - March 2014
United States Soccer Federation September 2006 - September 2013
AMC Theatres July 2011 - September 2011
Skills
Financial Mathematics, Investment Strategies, Stock Management, Technical Data Analysis, Programming, C++, Python, Cryptography, R, Quantitative Finance, Mathematica, Investments, Public Speaking, Statistics, Microsoft Word, VBA, PowerPoint, Customer Service, Event Planning, Data Analysis
Education
Santa Clara University 2010 — 2014
Bachelor of Science (BS), Mathematics
Bellarmine College Preparatory 2006 — 2010
Ernst and Young 2015 - Present
Saha Global September 2014 - Present
Bentley University January 2014 - Present
HFI September 2014 - December 2014
Zolio Inc September 2014 - November 2014
Lawrence CommunityWorks, Inc. May 2014 - August 2014
Lovelane Special Needs Horseback Riding Program April 2013 - August 2013
Father Bill's & MainSpring September 2012 - February 2013
Skills
Customer Service, Management, Facebook, Social Media, Social Media Marketing, PowerPoint, Microsoft Excel, Marketing Communications, Advertising, Social Networking, Microsoft Office, SPSS, Leadership, Nonprofits, Analysis, Research, Outlook, Microsoft Word
Education
Bentley University 2011 — 2015
Bachelor's Degree, Managerial Economics with a concentration in Economic Analysis, 3.62 Cumulative, 3.8 Major GPA
Angloville Hungary August 2015 - Present
Angloville - Angielska Wioska August 2015 - Present
Toastmasters International March 2015 - Present
Socialatom Ventures June 2015 - August 2015
Zolio Inc February 2015 - May 2015
Suffolk University - Sawyer Business School September 2014 - May 2015
Soccer Without Borders January 2015 - January 2015
PwC June 2014 - August 2014
Cultural Connections Program September 2010 - April 2014
Office of International Students & Scholars August 2013 - August 2013
Skills
Public Speaking, Analysis, Microsoft Excel, Financial Modeling, Teamwork, International Relations, Entrepreneurship, Leadership, Investments, Diplomacy, PowerPoint, Microsoft Office, Access, Microsoft Word, Time Management, DCF Valuation, Research, Market Research, HTML, Fundraising, Bloomberg, Google Analytics, Reuters, Management, Statistics, Economics, Financial Analysis, RPM, Income Tax, Corporate Finance, Tax Returns, Partnership Tax Returns, Auditing, GAAP, IFRS, Data Analysis, GoSystems
Education
Suffolk University - Sawyer Business School 2014 — 2015
Master's Degree, Master of Science in Accountancy (MSA), Full Tuition Fellowship Recipient
University of New Hampshire 2010 — 2014
Honors Bachelor of Science (B.S.), Accounting and Finance, Full Scholarship Recipient
Budapest Corvinus University
Bachelor of Science (B.S.), Accounting and Finance, Full Scholarship Recipient
Hanoi Amsterdam High School 2007 — 2010
New York Life Insurance Company June 2015 - August 2015
Zolio Inc May 2015 - August 2015
Shanghai Source International Company Limited June 2014 - August 2014
Haitong Securities June 2012 - August 2012
Skills
Microsoft Excel, Team Leadership, Financial Modeling, Communication, Business Valuation, Derivatives, Working Capital..., Risk Management, Microsoft Word, Management Accounting, Financial Accounting, Leadership, C++, Matlab, Microsoft Office, Finance, PowerPoint, Financial Analysis, Data Analysis
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master's degree, Financial Engineering
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science, Business; Accounting and Finance
University of Georgia August 2011 - Present
Zolio Inc June 2014 - August 2014
University of Georgia July 2013 - December 2013
RuffaloCODY August 2012 - August 2013
University of Georgia: Food Services 2011 - 2011
Skills
Customer Service, Financial Accounting, Financial Reporting, Fundraising, Client Rapport, Management Accounting, Community Outreach, Nonprofits, Graphic Design, Economics, Quantitative Finance, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, InDesign, Public Speaking, Adobe Creative Suite, Photoshop, Adobe Fireworks, Social Networking, Food Preparation, Food Service, Consulting, Hospitality, Team-oriented
Education
The University of Georgia 2011 — 2015
Economics & Finance
Pacific Lighthouse Partners June 2015 - August 2015
2014-2015 All-America Student Analyst Competition September 2014 - February 2015
Money Economics October 2014 - January 2015
Zolio Inc September 2014 - November 2014
Investment Banking Case Competition, Sponsored by Goldman Sachs October 2014 - October 2014
Cumulus Broadcasting San Francisco branch June 2014 - August 2014
Inquirer January 2013 - June 2013
Enactus January 2013 - June 2013
Skills
Business Networking, Recruiting, Business Development, Financial Modeling, Finance, Facebook, Data Analysis, Marketing, Public Speaking, Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Analysis, Research, Social Networking, Banking, Financial Analysis, Credit, Mortgage Lending, Real Estate
Education
University of California, Berkeley, Haas School of Business
B.S, Business Administration, B.A. Economics, College of Letters and Science, 3.41/4.00
Diablo Valley College 2011 — 2013
A.A, Business Administration, GPA 4.0/4.0
Bastrop High School (Texas) 2010 — 2011
High School, 94.63/100
St John Paul High School July 2015 - August 2015
Zolio Inc June 2015 - August 2015
Hyannisport Club June 2015 - August 2015
Education
Bucknell University 2014 — 2019
Bachelor’s Degree, Global Management - Undergraduate School of Management
Bancroft School 2002 — 2014
High School
IBM June 2015 - Present
IBM January 2015 - June 2015
Braathe Enterprises June 2014 - December 2014
University of Massachusetts Amherst September 2013 - December 2014
Biology Computer Resource Center - Umass Amherst September 2012 - December 2014
Zolio Inc May 2014 - August 2014
Dumpling cafe May 2014 - August 2014
CVS Caremark Corporation May 2013 - September 2013
Dunkin' Brands May 2013 - August 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Finance, Financial Modeling, Economics, Financial Analysis, Management, Data Analysis, Microsoft Powerpoint, Public Speaking, Event Planning, Time Management, Customer Service, Teamwork, Social Networking, Team Leadership, Social Media, Guerrilla Marketing, Social Media Marketing, International Business, Analysis, Accounting, Marketing, Capital IQ, Bloomberg, Consulting, TM1 Cognos, Essbase, Hyperion Brio
Education
Commonwealth Honors College at UMass Amherst
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (B.B.A.), Double major in Finance - Financial Analyst and Economics
Belmont High School 2008 — 2011
Zolio Inc June 2015 - Present
Mayor's office of international affair, City of Atlanta November 2014 - May 2015
Capital Investments International October 2013 - June 2014
ABC Group Company March 2010 - May 2011
Gakushuin Management School of Gakushuin University April 2008 - April 2010
Japan Marketing Agency Company July 2007 - March 2010
Consumer Behavior Research Company January 2006 - March 2007
S. Marketing (formerly BBDO-Japan Account Division) July 2004 - January 2006
Skills
Market Research, Business Analysis, Business Strategy, Project Management, Management Consulting, Strategy, Analysis, Business Development, Data Analysis, Competitive Analysis, Management, Marketing Strategy, Strategic Planning, New Business Development, Market Analysis, SPSS, AMOS
Education
Georgia State University 2013 — 2015
Banking, Corporate, Finance, and Securities Law, Master of Business Administration (M.B.A.)
Gakushuin University 2008 — 2010
Consumer Behavior and Pricing Strategy, Master Degree of Marketing(GPA 4.0)
Shanghai Institute of Foreign Trade 2001 — 2004
Japanese Business, Bachelor's degree(GPA 3.73)
SJ Advisors LLC April 2015 - Present
Zolio Inc February 2015 - May 2015
Logisland Assets Management Company February 2014 - June 2014
Hundsun Technologies Inc. March 2013 - November 2013
Bank of Communications July 2011 - August 2011
ZheShang Securities Co. Ltd. January 2011 - February 2011
Skills
Matlab, SQL, C#, Python, VBA, Bloomberg Terminal, R, Base SAS Certified, Risk Management, Financial Modeling, C++, Trading Systems, Mathematical Modeling, Monte Carlo Simulation, Automated Trading, Algorithmic Trading, Actuarial Science
Education
University of Minnesota-Twin Cities 2014 — 2016
Financial Mathematics, Master of Financial Mathematics(4.0 / 4.0)
Zhejiang University of Finance & Economics 2009 — 2013
Financial Engineering, Bachelor of Economics
Ipreo September 2015 - Present
Ipreo September 2013 - September 2015
Zolio Inc March 2013 - June 2013
Mercantile Adjustment Bureau, LLC September 2012 - December 2012
University at Buffalo August 2012 - December 2012
Skills
Microsoft Excel, Access, Financial Analysis, Equities, Fixed Income, EDGAR filings, Mutual Funds, Securities, Data Analysis, HTML, PowerPoint, MS Excel Pivot Tables, Microsoft Office
Education
State University of New York at Buffalo 2010 — 2013
Bachelor of Science (BS), Finance, Economics
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2010
Zolio Inc September 2014 - Present
USC Viterbi School of Engineering September 2012 - May 2014
Skills
Economics, Customer Service, Data Analysis, HTML, C++, CSS, Databases, Statistical Data..., Data Entry, Microsoft Office
Education
University of Southern California 2012 — 2016
Bachelor of Arts (B.A.), Economics
University of Southern California
Bachelor of Arts (B.A.), Economics
Trusted Advisor / Trusted Team LLC August 2015 - Present
Zolio Inc June 2014 - August 2014
Bank of Ayudhya April 2011 - May 2012
Skills
R, VBA, Financial Analysis, Financial Modeling, Portfolio Management, Investment Management, Investments, Valuation, Corporate Finance, Bloomberg, Capital IQ
Education
University of Denver 2013 — 2015
Master of Science (MS), Finance
University of California, Los Angeles - The Anderson School of Management 2012 — 2012
Certificate, C++ for Financial Engineering
Chulalongkorn Mahawitthayalai 2007 — 2011
Bachelor of economics (B.E.), Monetary Economics
Bloomberg LP June 2014 - Present
Itaú Unibanco March 2014 - April 2014
New York University January 2011 - December 2013
Standard & Poor's June 2013 - August 2013
Zolio Inc February 2013 - May 2013
US Securities and Exchange Commission May 2012 - August 2012
Voxy November 2011 - May 2012
LinkIt! December 2010 - May 2011
Skills
Data Analysis, Statistics, Economics, Microsoft Office, Microsoft Excel, Research, Stata, Microsoft Word, PowerPoint, Bloomberg Terminal, Quantitative Analytics, Financial Analysis, Matlab, Social Networking, Java, Python, Risk Management, SQL, Spanish, HTML, Microeconomics, Econometrics, Social Media, Google Docs, Statistical Modeling, Capital Markets, Market Risk, R, Macroeconomics, Financial Accounting, Regression Testing, Linear Algebra, Basic Web Design, Data Entry, Multivariable Calculus, LaTeX, VBA, Fixed Income, MBS, ABS, Structured Finance
Education
New York University 2010 — 2014
Bachelor of Arts (B.A.), Economics Theory and Mathematics, Business Studies minor
NYU Madrid 2013 — 2013
Pascack Valley High School 2006 — 2010
High School Diploma
Rutgers Career Services- Road to Wall Street September 2015 - Present
Zolio Inc June 2015 - August 2015
Iota Technologies June 2015 - August 2015
Johnson & Johnson September 2014 - May 2015
Bender Trust Project October 2014 - November 2014
Deliotte Case Competition October 2014 - October 2014
Skills
Microsoft Office, Teamwork, Project Management, Customer Relations, Community Outreach, Customer Service, Leadership, Microsoft Word, Social Media, Microsoft Excel, Public Speaking, Management
Education
Rutgers Business School 2014 — 2018
Bachelors, Finance and Economics
Montgomery High School 2010 — 2014
Oracle May 2015 - Present
Fenwick & West October 2014 - February 2015
Infinera June 2014 - September 2014
Impec Group June 2013 - October 2013
Zolio Inc June 2013 - August 2013
King David Technology February 2013 - June 2013
Goldenslate, Inc April 2012 - March 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Research, Social Media, Public Speaking, Team Leadership, Microsoft Word, Customer Service, Teamwork, English, HTML, C, SAP, QuickBooks, Peachtree, Python, SQL, Access, Tutoring, Management, Hyperion Tax Provision, Oracle Applications, Microsoft Visio
Education
Santa Clara University 2011 — 2015
Bachelor of Applied Science (BASc), Finance, General
Blink Fitness June 2015 - Present
Burgiss June 2015 - August 2015
EmblemHealth June 2014 - August 2014
Zolio Inc May 2014 - August 2014
Read Alliance (READ) October 2012 - April 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Research, Tutoring, Data Analysis, Public Speaking, Bloomberg Terminal, Management, Thomson Reuters Eikon, Finance, Time Management, Event Planning, Leadership, Microsoft Word, Analysis, Social Media
Education
City University of New York-Baruch College 2013 — 2017
Bachelor's Degree, Finance and Financial Management Services, GPA: 3.8
Macaulay Honors College 2013 — 2017
Minor, Interdisciplinary Minor with Honors in New York City Studies
Staten Island Technical High School 2009 — 2013
Advanced Regents Diploma with Honors, AP Scholar
UGA- The International Office of Education August 2015 - Present
Zolio Inc June 2014 - August 2014
Vemma April 2013 - December 2013
StudyEdge January 2013 - May 2013
Golden Sun January 2013 - April 2013
Newell Rubbermaid January 2013 - January 2013
University of Georgia Food Services August 2012 - October 2012
VN Pho May 2012 - August 2012
Skills
Public Relations, Leadership, Social Networking, Photoshop, Microsoft Applications, WordPress, Teamwork, Time Management, Social Media
Education
The University of Georgia 2012 — 2016
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law, 3.79 GPA
The University of Sydney Business School 2015 — 2015
Banking, Corporate, Finance, and Securities Law
Sony Music Entertainment May 2015 - July 2015
MTC Limousine & Corporate Coach, Inc. June 2014 - August 2014
Zolio Inc June 2014 - August 2014
Opus Advisory Group June 2013 - August 2013
Skills
Data Analysis, Marketing, Time Management, Fundraising, Editing
Education
Loyola University Maryland 2013 — 2017
B.B.A. Business Administration
Fox Lane High School 2009 — 2013
Memorial Hermann Health System April 2014 - Present
Memorial Herman Southeast Hospital November 2012 - January 2015
Zolio Inc September 2013 - November 2013
Skills
PowerPoint, Project Planning, Community Outreach, Marketing, Planning Budgeting &..., Microsoft Word, Creative Writing, Public Speaking, Microsoft Excel, Research, Microsoft Office, Management, Team Leadership, Organizational..., Organizational Design, Time Management, Highly motivated...
Education
Kaplan University 2013 — 2014
Bachelor of Business Administration (BBA), Project Management, 3.56
Kaplan University 2011 — 2012
Associates, Business Administration
Alvin Community College 2004 — 2005
GED
Zolio Inc March 2014 - May 2014
Regal Entertainment Group June 2011 - July 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Photoshop, PowerPoint
Education
Florida State University 2012 — 2014
Bachelor of Science (B.S.), Finance, Minor in Economics
Edison State College 2011 — 2012
Associate of Arts (A.A.), General Studies
Lehigh Senior High School 2007 — 2011
High School Diploma, College Preparatory/Commercial Art
American Eagle Outfitters May 2015 - Present
John F. Welch College of Business, Sacred Heart University August 2012 - Present
BlumShapiro June 2014 - August 2014
American Eagle Outfitters March 2012 - December 2013
Zolio Inc September 2013 - November 2013
Skills
PowerPoint, Accounting, Auditing, Sales, Microsoft Excel, Microsoft Word, Customer Service, Financial Analysis, Microsoft Office, Investments, Portfolio Management, Microsoft Publisher, Customer Satisfaction, Access, Microsoft Powerpoint, Customer Engagement
Education
Sacred Heart University 2012 — 2016
Accounting
Brentwood High School 2009 — 2012
High School Diploma
Macy's June 2015 - Present
Better Business Bureau January 2015 - May 2015
District Line Partners September 2014 - December 2014
Bluebird Asset Management June 2014 - December 2014
Trachtenberg School of Public Policy and Public Administration September 2012 - December 2013
Zolio Inc September 2013 - November 2013
Eastern Funding LLC June 2013 - August 2013
Skills
CPR/First Aid Certified, Microsoft Office, Windows, Mac, Writing, Teamwork, Nonprofits, Microsoft Excel, Access, Research, Fundraising, Management
Education
The George Washington University - School of Business 2011 — 2015
Bachelor's Degree, Finance
Universidad de Navarra 2014 — 2014
Bachelor's Degree, Finance
Lenox Memorial High School 2007 — 2011
Citrix June 2015 - Present
University of Florida August 2014 - Present
EY June 2014 - August 2014
SumTotal Systems May 2013 - May 2014
University of Florida Student Government April 2013 - May 2014
Zolio Inc February 2013 - May 2013
University of Florida Student Government September 2011 - January 2013
University of Florida October 2011 - May 2012
Best Buy June 2011 - August 2011
Skills
C#, Java, SDLC, SQL, Business Process..., Business Analytics, Project Management, Database Design, Visual Studio, Agile Methodologies, Requirements Gathering, Budgets, Microsoft Office, PowerPoint, Microsoft Excel, Accounting, Financial Accounting, Microsoft Word, Sales, Customer Service, Finance, Wordpress, Facebook, Fundraising, Event Planning, Public Speaking, Social Media, Google Docs, Public Relations, Event Management, Photoshop, Financial Reporting, Scrum
Education
University of Florida 2013 — 2015
Master of Science (MS), Information Systems and Operations Management
University of Florida 2010 — 2014
Bachelor of Science (BS), Accounting
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Accolade Partners January 2014 - May 2014
The Greysteel Company September 2013 - December 2013
Zolio Inc September 2013 - November 2013
Skills
Leadership, Teamwork, Financial Analysis, Entrepreneurship, Financial Modeling, Market Analysis, Investments, Organization, Passion to Succeed, Work Ethic, Real Estate, Analysis, Valuation, Venture Capital
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Management, Leadership, and Innovation
Susquehanna International Group, LLP (SIG) August 2015 - Present
Spot Trading LLC June 2014 - August 2014
Zolio Inc June 2013 - August 2013
III / AVM June 2013 - August 2013
III / AVM December 2012 - January 2013
III / AVM May 2012 - August 2012
GE Money May 2011 - June 2011
Sona Koyo Steering Systems Ltd May 2008 - June 2008
Skills
C++, Options, Quantitative Finance, Python, SQL, Microsoft Excel, C, Programming, PowerPoint, Unix, Verilog, Analysis, C#, JavaScript, Microsoft Word, Bloomberg Terminal, x86 Assembly, Windows, Technical Data Analysis, Fundamental Analysis, Excel, Word, Perl Script, XML, Entity Framework, Socket Programming, HTML, CSS, Qt Creator, MongoDB, Java, Vim, Git, Agile Methodologies, JIRA, Rust, Django, jQuery, AngularJS, Node.js
Education
Carnegie Mellon University 2010 — 2015
Electrical and Computer Engineering, Business and Computational Finance
Vasant Valley School 1997 — 2010
EMC June 2013 - Present
Zolio Inc September 2012 - December 2012
EMC May 2012 - August 2012
The Clarks Companies, N.A. May 2011 - August 2011
Frozen Ropes Training Facility June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Salesforce.com, Teamwork, Sports, Time Management, Data Analysis, SAP
Education
Tufts University 2009 — 2013
Bachelor of Arts (B.A.), Quantitative Economics
Medway High School 2006 — 2009
University of North Carolina at Chapel Hill August 2013 - Present
Best Practices, LLC June 2014 - August 2014
Zolio Inc May 2014 - August 2014
Skills
Google Analytics, Marketing Research, Public Speaking, Event Planning, Communication, Statistical Data..., Professional Development, Strategic Planning, Creative Problem Solving, Team Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2017
Bachelor of Science in Business Administration (B.S.B.A.), Business Administration
South Piedmont Community College 2007 — 2013
Associate of Arts (A.A.), Associates of Science (A.S.)
Ameriprise Financial Services, Inc. August 2014 - December 2014
National League of Cities June 2014 - August 2014
Doug Gansler for Governor of Maryland Campaign May 2014 - June 2014
Zolio Inc March 2014 - May 2014
Aquatic Services LLC May 2009 - September 2012
Fedora Films May 2009 - July 2009
Skills
Social Networking, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Microsoft Excel, Data Analysis, HTML, Access, Public Speaking, Event Planning, Social Media Marketing, Photoshop, English, InDesign, Customer Service
Education
University of Alabama 2011 — 2015
Bachelor of Science (B.S.), Finance, General
The Benval Group July 2015 - Present
Merrill Lynch June 2015 - Present
First Washington Realty, Inc. November 2014 - May 2015
Ramsey Investment Fund August 2014 - December 2014
World Bank Group September 2014 - October 2014
International Monetary Fund August 2014 - September 2014
Urban Land Institute June 2014 - August 2014
Zolio Inc March 2014 - May 2014
IMPSA March 2014 - May 2014
China Petroleum & Chemical Corporation (SINOPEC) September 2010 - July 2013
Skills
Analysis, Financial Modeling, Project Management, Financial Analysis, Research, Cross Cultural..., Leadership, Strategic Communications, Corporate Finance, Public Relations, Business Development, Strategic Planning, Market Research, Management Consulting, Business Analysis, Business Valuation, Mandarin, Consulting, Financial Statement..., German, Finance, Strategy, Management
Education
The George Washington University 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Shandong University of Architecture and Engineering 2005 — 2009
Bachelor's Degree, Major in Accounting, Minor in English Literature
Zolio Inc August 2012 - Present
Darragh, Inc July 2010 - Present
Tudor Investments May 2004 - July 2010
McKinsey & Company September 1990 - March 2004
Touche Ross 1985 - 1988
Skills
Hedge Funds, Alternative Investments, Equities, Asset Management, Investments, Venture Capital, Management Consulting, Strategy, Investment Management, Management, Strategic Planning
Education
Harvard Business School 1988 — 1990
MBA
The University of Edinburgh 1981 — 1985
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Stavros Center for Independent Living November 2009 - Present
Northeastern University School of Law January 2015 - June 2015
Zolio Inc June 2014 - August 2014
Harbor Freight Tools May 2010 - August 2014
Skills
Merchandising, Customer Service, Creative Writing, Retail, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Time Management, Inventory Management, Sales, Teamwork, Outlook, Data Analysis, Access, Leadership, Facebook, Team Leadership, HTML, Video Production, Data Entry, Supervising, Economics, CSS, JavaScript, jQuery, Social Media, Management, Event Planning, Social Networking, Problem Solving, Twitter, Event Management
Education
Northeastern University 2009 — 2015
BS, Economics
Florida State University August 2014 - Present
Zolio Inc February 2015 - April 2015
Skills
Stock Market, Agent-based Modeling, Machine Learning, Evolutionary Game Theory, Matlab, Python, C, Agent-based Simulation, Game Theory, Quantitative Finance, Differential Equations, Statistics, Applied Mathematics, Mathematical Modeling, English, Research, Numerical Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, LaTeX, Partial Differential..., Data Mining, Programming
Education
Florida State University 2014 — 2019
Doctor of Philosophy (Ph.D.), Financial Mathematics, First year
University of Massachusetts, Amherst 2012 — 2014
Master of Science (MSc), Applied Mathematics
Fatih Üniversitesi 2005 — 2009
Bachelor of Science (BS), Mathematics
Institute of Health and Business Insight May 2014 - Present
Zolio Inc September 2014 - Present
Central Michigan University August 2013 - Present
Central Michigan University August 2012 - Present
Central Michigan University August 2013 - May 2014
Agrarian Credit Corporation JSC April 2009 - August 2012
Intermountain Staffing October 2010 - April 2012
BTA Bank JSC January 2008 - January 2009
Alliance Bank JSC December 2004 - December 2007
Skills
Financial Analysis, Market Research, Data Analysis, Financial Modeling, Emerging Markets, Credit Risk, Internal Audit, Business Valuation, Valuation, Corporate Finance, Russian, Economics, Banking, Business Strategy, Business Planning, Teamwork, Nonprofits, Non-profits, SAS, SAS programming, R, Bloomberg, Data Mining, Text Mining, Start-up Ventures, Statistics, Research, Analysis, SPSS, Quantitative Analytics, Business Analysis, Microsoft Excel, Management, PowerPoint, Spanish
Education
Central Michigan University 2013 — 2015
Graduate Certificate, Data Mining, 3.9
Central Michigan University 2012 — 2015
Master of Business Administration (MBA), Finance, General, 3.9
Semey State University 2000 — 2004
Bachelor of Science, Finance, General, 5
Georgia Institute of Technology Scheller College of Business August 2013 - January 2014
Georgia Tech Financial Management Association August 2012 - December 2013
Southern Company May 2013 - August 2013
Zolio Inc January 2013 - May 2013
Georgia Tech Student Alumni Association April 2012 - May 2013
Zoo Atlanta May 2012 - August 2012
Deloitte June 2012 - June 2012
Skills
Financial Analysis, Microsoft Office 2007, Analysis, Korean, Customer Service, Corporate Finance, Microsoft Excel, Hospitality, iWork, Excel, Investments, Corporate Communications, SQL, Microsoft Office, Data Analysis, Analytics, Multitasker, Fast Learner, Managerial Finance, Quantitative Finance, Leveraged Finance, Equity Derivatives, Credit Derivatives, Derivatives, FX Derivatives, Mathematical Analysis, Corporate Development, Real Estate Development, Real Estate Transactions, Real Estate, Restructuring, Financial Modeling, Bloomberg Terminal
Education
Georgia Institute of Technology
BSBA, Management, Finance
University of Minnesota August 2014 - Present
Scientific Data Management Group, Lawrence Berkeley National Laboratory December 2013 - August 2014
UC Berkeley January 2011 - August 2014
Scientific Data Management Group, Lawrence Berkeley National Laboratory August 2013 - December 2013
HedgeSPA June 2013 - July 2013
Zolio Inc March 2013 - June 2013
Scientific Computing Group, Lawrence Berkeley National Laboratory June 2011 - October 2011
Skills
C++, Matlab, LaTeX, R, Java, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word
Education
University of Minnesota-Twin Cities 2014 — 2019
Doctor of Philosophy (Ph.D.), Applied Mathematics
UC Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Applied Mathematics, High Honor
Hapoalim Securities USA, Inc. January 2014 - Present
Zolio Inc July 2013 - September 2013
Skills
Risk Management, SQL, Access, VBA, Matlab, Microsoft Excel, PowerPoint, Portfolio Management, C++, Stata, Bloomberg Terminal, Financial Analysis, Panel Data Analysis, Financial Metrics
Education
New York University 2012 — 2014
Master's degree, Financial Engineering, 3.80
Harbin Engineering University 2008 — 2012
Bachelor's degree, Nuclear Engineering, 3.52
Edvizer March 2015 - August 2015
S&P Capital IQ January 2015 - June 2015
Publishers Clearing House May 2014 - January 2015
Stitch Inc. September 2014 - December 2014
Publishers Clearing House September 2013 - May 2014
Zolio Inc June 2013 - August 2013
Department of Social Services (DSS) January 2011 - June 2011
Education
Baruch College, City University of New York (CUNY)
Zicklin School of Business - Bachelor of Business Administration (B.B.A.), Statistics and Quantitative Modeling, 3.5 GPA
Herricks High School
Zolio Inc June 2014 - August 2014
Empire Property Group April 2014 - July 2014
Flashman Investment Group July 2013 - August 2013
Braathe Enterprises October 2012 - March 2013
InVenture. January 2011 - March 2011
City of Monterey Park July 2008 - August 2008
Skills
Facebook, Social Media, Social Networking, Social Media Marketing, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Financial Modeling, Management, Marketing, Data Entry, Project Management, Event Planning
Education
University of Southern California 2012 — 2015
B.S. Business Administration, Real Estate Finance
The Hong Kong University of Science and Technology 2014 — 2014
B.S. Business Administration
University of California, Irvine 2011 — 2012
Bachelor of Arts (B.A.), Business Administration
Mark Keppel High
Morehead State University -Tutoring and Learning Center August 2012 - May 2014
Morehead State University - Mathematics, Physics and Computer Science Dept. August 2012 - May 2014
Zolio Inc June 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Investment Strategies, Investment Banking, Investment Management, Sports Analysis, Risk Management, Wealth Management, Money Management, Investments, Corporate Finance, Portfolio Management, Finance, Statistics, Strategy
Education
Morehead State University 2010 — 2014
Bachelor of Business Administration (BBA), Corporate Finance
Dragonfly Capital September 2014 - Present
MasterCard June 2014 - August 2014
Zolio Inc June 2014 - August 2014
Lincoln Financial Advisors January 2014 - May 2014
Skills
Microsoft Excel, Financial Modeling, Leadership, SWOT analysis, Equity Research, SmartOffice, InTouch, Java, Matlab, Public Speaking, VBA, Stata
Education
Rutgers University-New Brunswick 2012 — 2016
Rutgers University, Mathematics, Economics, Computer Science
Bridgewater-Raritan High School 2008 — 2012
Top 10 %
MRM//McCann June 2015 - August 2015
Red's Shed Rentals June 2014 - August 2014
Zolio Inc May 2014 - August 2014
St. Jude Children's Research Hospital May 2013 - August 2013
CirQuest Labs, LLC June 2011 - August 2011
Skills
Microsoft Office, Data Analysis, Matlab, Economics, Statistics, Python, Data Modeling, R, Google Analytics, Analytics, Marketing, Digital Marketing, Web Analytics, Data Analytics
Education
Duke University 2012 — 2016
BS, Statistics, Economics
White Station High School 2008 — 2012
Uber August 2015 - Present
Delta Sigma Pi June 2015 - Present
Orange County Business Council June 2015 - Present
UC Davis March 2015 - Present
Zolio Inc June 2015 - August 2015
Morgan Stanley March 2015 - June 2015
The California Aggie September 2014 - March 2015
Delta Sigma Pi - Nu Rho Chapter October 2014 - January 2015
Solarray LLC June 2014 - August 2014
The Golden Arrow September 2012 - June 2014
Skills
PowerPoint, Leadership, Microsoft Word, Interpersonal Skills, Event Planning, News Writing, Interviewing Skills, InDesign, Microsoft Excel, Open Office, Research, Communication, Microsoft Office, Social Media, Social Networking, Teamwork
Education
University of California, Davis 2014 — 2018
International Relations Major, Statistics Minor
Woodbridge High School 2010 — 2014
4.43
Affinity Federal Credit Union March 2015 - Present
AT&T May 2014 - February 2015
Applied Dynamic Solutions, LLC (ADS) May 2014 - August 2014
Zolio Inc March 2014 - May 2014
Education
Rutgers University-New Brunswick 2012 — 2016
Bachelor of Arts (B.A.), Economics, Philosophy
Edison High School 2008 — 2012
University of San Francisco December 2014 - Present
City of Oakland June 2015 - August 2015
Stanford University June 2015 - August 2015
Bromium July 2014 - August 2014
Zolio Inc June 2014 - August 2014
MenuChimp Inc. July 2013 - October 2013
Skills
Research, Microsoft Office, Microsoft Word, Microsoft Excel, English, PowerPoint, Accounting, Teamwork, Review Expense Reports, Organized Multi-tasker, Strong Communication..., Photoshop, Biotechnology, Solver, StatTools, QuickBooks, Communication, Event Planning, Leadership, Social Media, Public Speaking, Customer Service
Education
University of San Francisco 2013 — 2017
Zolio Inc June 2014 - August 2014
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Risk Management, Microsoft Excel, PowerPoint, Matlab, R, Physics
Education
NYU Polytechnic School of Engineering 2013 — 2015
Master of Science (M.S.), Financial Engineering
Stony Brook University 2009 — 2013
Bachelor of Science (B.S.), Physics