Zolio Inc

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Zolio Inc Employees

Employee
Years
Job
Industry
Chris Jaffe Chris Jaffe Washington, District Of Columbia Details
Chris Jaffe's Zolio Inc Experience April 2014 - May 2014
Job Student at Vanderbilt University
Industry
Experience
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

Xinhang (Sam) Shi Xinhang (Sam) Shi Chicago, Illinois Details
Xinhang (Sam) Shi's Zolio Inc Experience March 2014 - June 2014
Job Aspiring Financial Engineering Graduate Ready to Take New Challenges in Financial Industry
Industry Financial Services
Experience
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

Shaun Sklar Shaun Sklar Greater Los Angeles Area Details
Shaun Sklar's Zolio Inc Experience February 2014 - May 2014
Job MS Finance, Financial Analyst
Industry Financial Services
Experience
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

Dana Webster Dana Webster San Diego, California Details
Dana Webster's Zolio Inc Experience March 2014 - May 2014
Job Project Engineer Intern at DPR Construction
Industry Renewables & Environment
Experience
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

Christopher Agyare Christopher Agyare Greater Los Angeles Area Details
Christopher Agyare's Zolio Inc Experience May 2014 - August 2014
Job Graduate Student at USC Viterbi School of Engineering • Financial Engineer • CFA I • EIT•
Industry Civil Engineering
Experience
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

Daisy Chung Daisy Chung San Francisco Bay Area Details
Daisy Chung's Zolio Inc Experience September 2013 - November 2013
Job Changing the way companies grow with HR, Payroll and Benefits
Industry Computer Software
Experience
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

Ajay Tangsuvanich Ajay Tangsuvanich Los Angeles, California Details
Ajay Tangsuvanich's Zolio Inc Experience March 2014 - May 2014
Job Investment Banking Spring Analyst at Ocean Park Advisors
Industry Investment Banking
Experience
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

Ruosi Chen Ruosi Chen Chestnut Hill, Massachusetts Details
Ruosi Chen's Zolio Inc Experience October 2014 - December 2014
Job Investment Management Internship at Zolio Inc
Industry Financial Services
Experience
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

Dongrui (Dora) Zhu Dongrui (Dora) Zhu Waltham, Massachusetts Details
Dongrui (Dora) Zhu's Zolio Inc Experience September 2014 - November 2014
Job Student at Brandeis University, Lemberg International Business School
Industry
Experience
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

Joseph Bello Joseph Bello Little Neck, New York Details
Joseph Bello's Zolio Inc Experience May 2013 - September 2013
Job Accounting Intern for AKF Group, LLC
Industry Accounting
Experience
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

Christian Barker Christian Barker Greater Boston Area Details
Christian Barker's Zolio Inc Experience April 2013 - June 2013
Job Intern at Boston Private Wealth LLC
Industry Investment Management
Experience
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

Han Zhu Han Zhu Baltimore, Maryland Details
Han Zhu's Zolio Inc Experience March 2013 - June 2013
Job Credit Analyst at SAFE Investment Center
Industry Financial Services
Experience
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

Dylan S. Terrill Dylan S. Terrill San Francisco, California Details
Dylan S. Terrill's Zolio Inc Experience March 2013 - May 2013
Job Investment Banking Analyst at William Blair & Company
Industry Investment Banking
Experience
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

Alex Schams Alex Schams Ames, Iowa Details
Alex Schams's Zolio Inc Experience June 2014 - August 2014
Job Edward Jones
Industry Financial Services
Experience
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

Steve McMannis Steve McMannis Greater Pittsburgh Area Details
Steve McMannis's Zolio Inc Experience July 2012 - December 2012
Job CPHC & Founder at Leaf Redevelopment
Industry Construction
Experience
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

Cynthia Pan Cynthia Pan Alhambra, California Details
Cynthia Pan's Zolio Inc Experience March 2014 - May 2014
Job Student at University of California, Los Angeles
Industry
Experience
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

Natasha Kang Natasha Kang Greater Los Angeles Area Details
Natasha Kang's Zolio Inc Experience February 2015 - May 2015
Job Public Interest Intern at American Bar Association, Section of International law
Industry Law Practice
Experience
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

Seth Tate Seth Tate Greater New York City Area Details
Seth Tate's Zolio Inc Experience June 2013 - August 2013
Job Media Sales Associate
Industry Marketing and Advertising
Experience
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

Brian Holden Brian Holden Indianapolis, Indiana Details
Brian Holden's Zolio Inc Experience March 2014 - May 2014
Job Wolfrum Capital Management Group a Noyes Family Office
Industry Venture Capital & Private Equity
Experience
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

Junbo Zhu Junbo Zhu Greater New York City Area Details
Junbo Zhu's Zolio Inc Experience September 2013 - November 2013
Job Investment Banking Intern
Industry Investment Banking
Experience
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

Ting Zhang Ting Zhang Greater New York City Area Details
Ting Zhang's Zolio Inc Experience March 2013 - June 2013
Job Private Bank Analyst at Citi
Industry Financial Services
Experience
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

Lauren Vollon Lauren Vollon Greater San Diego Area Details
Lauren Vollon's Zolio Inc Experience February 2015 - May 2015
Job Financial Data Analyst at Fortis Advisors
Industry Banking
Experience
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

Shuo Yu Shuo Yu Urbana-Champaign, Illinois Area Details
Shuo Yu's Zolio Inc Experience June 2013 - August 2013
Job Investment Analyst at IDGAccel/IDG Capital Partners
Industry Financial Services
Experience
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

Ken Hui Ken Hui San Francisco Bay Area Details
Ken Hui's Zolio Inc Experience April 2013 - June 2013
Job Recent Graduate at UC Berkeley | Double Major: Economics & Statistics
Industry Information Technology and Services
Experience
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

Wuhan Lin Wuhan Lin Chicago, Illinois Details
Wuhan Lin's Zolio Inc Experience September 2014 - November 2014
Job Summer Analyst at J.P. Morgan
Industry Investment Management
Experience
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

Bowen Li Bowen Li Los Angeles, California Details
Bowen Li's Zolio Inc Experience September 2014 - December 2014
Job Quant Intern at HuaTai Securities Co.,Ltd.
Industry Financial Services
Experience
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.)

Dylan Blanks Dylan Blanks San Jose, California Details
Dylan Blanks's Zolio Inc Experience September 2013 - November 2013
Job Assurance Associate at PwC
Industry Accounting
Experience
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

Yvan Nzaramba Yvan Nzaramba Tempe, Arizona Details
Yvan Nzaramba's Zolio Inc Experience June 2013 - August 2013
Job Internet Sales and Service Consultant at GoDaddy
Industry Internet
Experience
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

Elisa Yu Elisa Yu San Francisco Bay Area Details
Elisa Yu's Zolio Inc Experience March 2013 - June 2013
Job Assurance Associate at BDO USA, LLP
Industry Financial Services
Experience
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

Adam Kaufman Adam Kaufman Pleasantville, New York Details
Adam Kaufman's Zolio Inc Experience February 2015 - May 2015
Job Analyst, MMS at IMS Health
Industry Hospital & Health Care
Experience
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

Carlton Lew Carlton Lew Greater Los Angeles Area Details
Carlton Lew's Zolio Inc Experience May 2013 - August 2013
Job Student at the University of Southern California
Industry Financial Services
Experience
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

Wentao(Winston) Zhu Wentao(Winston) Zhu Greater Boston Area Details
Wentao(Winston) Zhu's Zolio Inc Experience June 2013 - August 2013
Job Graduate student from Brandeis University
Industry Financial Services
Experience
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

Saba Nasim Saba Nasim Brooklyn, New York Details
Saba Nasim's Zolio Inc Experience February 2015 - Present
Job Investment Management Intern at Zolio Inc
Industry Retail
Experience
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

Brandon Roopnarain Brandon Roopnarain Greater Philadelphia Area Details
Brandon Roopnarain's Zolio Inc Experience February 2015 - May 2015
Job Corporate Financial Analyst Intern at Aramark
Industry Financial Services
Experience
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

Pablo Franco Pablo Franco Greater New York City Area Details
Pablo Franco's Zolio Inc Experience June 2013 - August 2013
Job Credit Risk Analyst at Noble Agri
Industry Investment Management
Experience
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)

Jingli (Alison) Li Jingli (Alison) Li New York, New York Details
Jingli (Alison) Li's Zolio Inc Experience March 2014 - May 2014
Job Risk Analyst
Industry Financial Services
Experience
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

Dake Zhang Dake Zhang Greater New York City Area Details
Dake Zhang's Zolio Inc Experience September 2013 - April 2014
Job Student at Carnegie Mellon University Tepper School of Business
Industry Financial Services
Experience
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

Daniel Wintermeier Daniel Wintermeier Raleigh-Durham, North Carolina Area Details
Daniel Wintermeier's Zolio Inc Experience June 2013 - August 2013
Job Financial Analyst at Cisco
Industry Financial Services
Experience
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

Pauline ( Shuman ) Zhang Pauline ( Shuman ) Zhang Greater New York City Area Details
Pauline ( Shuman ) Zhang's Zolio Inc Experience September 2013 - December 2013
Job Renewable energy
Industry Financial Services
Experience
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

Andrew Deshong Andrew Deshong Philadelphia, Pennsylvania Details
Andrew Deshong's Zolio Inc Experience June 2013 - September 2013
Job MS Finance Candidate, Drexel University, LeBow College of Business
Industry Financial Services
Experience
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

Leslie Yeung Leslie Yeung United States Details
Leslie Yeung's Zolio Inc Experience March 2013 - June 2013
Job Associate Consultant at Capco
Industry Financial Services
Experience
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

K. Nathaniel Tucker K. Nathaniel Tucker Cambridge, Massachusetts Details
K. Nathaniel Tucker's Zolio Inc Experience May 2012 - September 2012
Job Student at Harvard University
Industry Financial Services
Experience
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

Mengli (Bob) Qin Mengli (Bob) Qin Greater Boston Area Details
Mengli (Bob) Qin's Zolio Inc Experience April 2013 - July 2013
Job Research Assistant at Northeastern University
Industry Financial Services
Experience
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

Janice Vazquez Janice Vazquez Los Angeles, California Details
Janice Vazquez's Zolio Inc Experience September 2013 - November 2013
Job Available for New Opportunities
Industry Marketing and Advertising
Experience
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

John McClendon John McClendon New York, New York Details
John McClendon's Zolio Inc Experience August 2013 - January 2014
Job Research Analyst at AlphaSights
Industry Information Services
Experience
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)

Aakrit Joshi Aakrit Joshi Greater New York City Area Details
Aakrit Joshi's Zolio Inc Experience 2013 - 2013
Job University of New Mexico Graduate Student in Economics
Industry Financial Services
Experience
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

Stephen Maloney Stephen Maloney New York, New York Details
Stephen Maloney's Zolio Inc Experience June 2013 - August 2013
Job Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
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

Harjas Sahni Harjas Sahni Greater New York City Area Details
Harjas Sahni's Zolio Inc Experience March 2014 - May 2014
Job Actuarial Consultant at ERP Actuaries & Consultants
Industry Financial Services
Experience
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

Juan Castellanos Juan Castellanos Stanford, California Details
Juan Castellanos's Zolio Inc Experience March 2013 - June 2013
Job Strategy and Operations Analyst at Deloitte CFA Level II Candidate
Industry Management Consulting
Experience
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

Yiming (Yates) Wang Yiming (Yates) Wang Greater Boston Area Details
Yiming (Yates) Wang's Zolio Inc Experience August 2013 - November 2013
Job Accounting Intern | Treasurer
Industry Accounting
Experience
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

Ajit Bopalkar Ajit Bopalkar Greater New York City Area Details
Ajit Bopalkar's Zolio Inc Experience May 2013 - August 2013
Job Student at Carnegie Mellon University
Industry Financial Services
Experience
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

Eric Ulbrich Eric Ulbrich Marietta, Georgia Details
Eric Ulbrich's Zolio Inc Experience June 2013 - August 2013
Job Student of Finance at The University of Georgia
Industry Investment Banking
Experience
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

Alex Gedevani Alex Gedevani Greater New York City Area Details
Alex Gedevani's Zolio Inc Experience June 2014 - August 2014
Job Summer Analyst at Barclays Investment Bank
Industry Financial Services
Experience
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

Alexander Avramov Alexander Avramov Arlington, Virginia Details
Alexander Avramov's Zolio Inc Experience July 2013 - August 2013
Job Teaching Assistant at The Johns Hopkins University Paul H. Nitze School of Advanced International Studies (SAIS)
Industry Research
Experience
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

Li Chang Li Chang Greater Boston Area Details
Li Chang's Zolio Inc Experience September 2014 - November 2014
Job MSF Candidate at Boston College | CFA Level III Candidate
Industry Investment Management
Experience
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

Marcelo Guzman Marcelo Guzman Bloomington, Indiana Details
Marcelo Guzman's Zolio Inc Experience June 2013 - August 2013
Job Investment Banking Summer Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
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

John McClendon John McClendon New York, New York Details
John McClendon's Zolio Inc Experience August 2013 - November 2013
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Investment Banking
Experience
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

Mehul Salhotra Mehul Salhotra Princeton, New Jersey Details
Mehul Salhotra's Zolio Inc Experience March 2014 - May 2014
Job Summer Analyst at Goldman Sachs
Industry Financial Services
Experience
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

Matthew Timko Matthew Timko Greater New York City Area Details
Matthew Timko's Zolio Inc Experience September 2013 - November 2013
Job Analyst, Finance Division at Goldman Sachs
Industry Financial Services
Experience
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

Chih-Hsiang (Sean) Wu Chih-Hsiang (Sean) Wu Greater Los Angeles Area Details
Chih-Hsiang (Sean) Wu's Zolio Inc Experience September 2013 - November 2013
Job Treasury Officer at Chang Hwa Commercial Bank
Industry Financial Services
Experience
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

Jack Braun Jack Braun New York, New York Details
Jack Braun's Zolio Inc Experience April 2013 - June 2013
Job Investment Banking Analyst at Citi
Industry Investment Banking
Experience
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

Nicholas Spivey Nicholas Spivey Owings Mills, Maryland Details
Nicholas Spivey's Zolio Inc Experience March 2013 - June 2013
Job Investment Operations Associate at BNY Mellon
Industry Financial Services
Experience
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

Weishu Guo Weishu Guo Greater Boston Area Details
Weishu Guo's Zolio Inc Experience June 2013 - August 2013
Job Student at Brandeis University, Lemberg International Business School
Industry Financial Services
Experience
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

Jeong Whan Kim (Mike) Jeong Whan Kim (Mike) Greater Atlanta Area Details
Jeong Whan Kim (Mike)'s Zolio Inc Experience March 2013 - June 2013
Job Business Analyst at Greenway Health
Industry
Experience
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

Arjav Raol Arjav Raol Greater New York City Area Details
Arjav Raol's Zolio Inc Experience June 2013 - August 2013
Job Student Rutgers, the State University of New Jersey
Industry Consumer Goods
Experience
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

Rafal Lachcik Rafal Lachcik Greater Boston Area Details
Rafal Lachcik's Zolio Inc Experience June 2014 - August 2014
Job Valuation Intern at Gordon Brothers Group
Industry Financial Services
Experience
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

Colin Mock Colin Mock Allston, Massachusetts Details
Colin Mock's Zolio Inc Experience June 2013 - August 2013
Job Financial Management Program Associate at Liberty Mutual Insurance
Industry Financial Services
Experience
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

Lei Zeng Lei Zeng Marlborough, Massachusetts Details
Lei Zeng's Zolio Inc Experience June 2014 - September 2014
Job Investment Manager and Financial Planning Analyst for Ameriprise Financial ServiceAnchor Wealth Management
Industry Financial Services
Experience
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

Nicholas Bennett Nicholas Bennett Greater New York City Area Details
Nicholas Bennett's Zolio Inc Experience April 2014 - August 2014
Job Analyst at Bridgewater Associates
Industry Accounting
Experience
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

Daniel Greenwald Daniel Greenwald Pittsburgh, Pennsylvania Details
Daniel Greenwald's Zolio Inc Experience June 2013 - August 2013
Job Freelance Consulting
Industry Financial Services
Experience
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

Henry Z. Zhang Henry Z. Zhang Richmond, Virginia Details
Henry Z. Zhang's Zolio Inc Experience March 2013 - June 2013
Job Sr CnsltAnalyst at Bank of America
Industry Information Technology and Services
Experience
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

Bruno Dal Santo Neto Bruno Dal Santo Neto Staten Island, New York Details
Bruno Dal Santo Neto's Zolio Inc Experience May 2014 - July 2014
Job Team Member at Political/campaign/board experience
Industry Investment Banking
Experience
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

Feilin Cui Feilin Cui Binghamton, New York Details
Feilin Cui's Zolio Inc Experience May 2014 - August 2014
Job Incoming Assurance Associate at PwC, CPA Candidate
Industry Accounting
Experience
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

Kevin Gandhi Kevin Gandhi Greater New York City Area Details
Kevin Gandhi's Zolio Inc Experience June 2013 - August 2013
Job Corporate & Investment Banking Analyst at Mizuho Bank
Industry Financial Services
Experience
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

Minsoo Hong Minsoo Hong Baltimore, Maryland Details
Minsoo Hong's Zolio Inc Experience June 2013 - 2013
Job Student at The Johns Hopkins University
Industry Financial Services
Experience
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

Samson Seifu Samson Seifu Washington D.C. Metro Area Details
Samson Seifu's Zolio Inc Experience February 2013 - May 2013
Job Analyst at The Advisory Board Company
Industry Financial Services
Experience
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

PJ Nee PJ Nee Austin, Texas Details
PJ Nee's Zolio Inc Experience February 2013 - June 2013
Job Enterprise Resource Planning Applications Specialist
Industry Information Technology and Services
Experience
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

Mike Tobias Mike Tobias Denver, Colorado Details
Mike Tobias's Zolio Inc Experience March 2013 - June 2013
Job Financial Services Consultant
Industry Financial Services
Experience
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

Efrain Morales Efrain Morales Greater Boston Area Details
Efrain Morales's Zolio Inc Experience June 2014 - August 2014
Job BA of Finance 2017 Candidate at Bentley University/ Seeking for Investment Banking Roles
Industry Financial Services
Experience
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

Yu Chen Yu Chen Cleveland, Ohio Details
Yu Chen's Zolio Inc Experience March 2014 - May 2014
Job Portfolio Risk Management Analyst at Flack Steel
Industry Financial Services
Experience
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

Priyesh Shah Priyesh Shah Brooklyn, New York Details
Priyesh Shah's Zolio Inc Experience February 2015 - May 2015
Job Financial Analyst at Farma Consulting
Industry Financial Services
Experience
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

Ethan Chung Ethan Chung Raleigh-Durham, North Carolina Area Details
Ethan Chung's Zolio Inc Experience May 2014 - August 2014
Job Associate at PwC
Industry Management Consulting
Experience
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.)

Maria Jose Vasquez Maria Jose Vasquez Greater Boston Area Details
Maria Jose Vasquez's Zolio Inc Experience June 2013 - August 2013
Job Associate at Morgan Stanley
Industry Financial Services
Experience
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

Bernard Yuan Bernard Yuan Washington D.C. Metro Area Details
Bernard Yuan's Zolio Inc Experience November 2012 - March 2013
Job Data Scientist and Consultant at Booz Allen Hamilton
Industry Management Consulting
Experience
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

Jean-Marc Fortune Jean-Marc Fortune Greater New York City Area Details
Jean-Marc Fortune's Zolio Inc Experience September 2014 - November 2014
Job CFA Level I Candidate June 2016 & Wealth Management Trainee at HSBC
Industry Financial Services
Experience
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

Jordan Wilkins Jordan Wilkins Greater San Diego Area Details
Jordan Wilkins's Zolio Inc Experience May 2015 - Present
Job Research Analyst Intern at CAPTARGET, LLC
Industry Financial Services
Experience
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

Taylor Ottesen Taylor Ottesen Provo, Utah Area Details
Taylor Ottesen's Zolio Inc Experience January 2015 - May 2015
Job Founder at the KVM Foundation, Tutor at Altius Test Prep, and Behavioral Neuroscience Researcher
Industry Leisure, Travel & Tourism
Experience
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

Leo Lu Leo Lu New York, New York Details
Leo Lu's Zolio Inc Experience June 2014 - August 2014
Job Student at New York University Leonard N. Stern School of Business
Industry Financial Services
Experience
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

Mindy Fang Mindy Fang New York, New York Details
Mindy Fang's Zolio Inc Experience January 2015 - April 2015
Job Student at University of Chicago
Industry Financial Services
Experience
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

Melissa Schwartz Melissa Schwartz New York, New York Details
Melissa Schwartz's Zolio Inc Experience May 2013 - August 2013
Job FSO IT Advisory Consultant at EY
Industry Management Consulting
Experience
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

Shqiponja Likaj Shqiponja Likaj Philadelphia, Pennsylvania Details
Shqiponja Likaj's Zolio Inc Experience 2014 - 2015
Job Leasing Consultant at Altman Management Company
Industry Human Resources
Experience
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

Cory Chen Cory Chen Davis, California Details
Cory Chen's Zolio Inc Experience June 2014 - August 2014
Job Accounting Intern at Airbnb
Industry
Experience
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

Lily Duong Lily Duong New London/Norwich, Connecticut Area Details
Lily Duong's Zolio Inc Experience May 2015 - Present
Job Portfolio Intern at Zolio Inc
Industry Higher Education
Experience
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

Rachel Marando Rachel Marando San Francisco Bay Area Details
Rachel Marando's Zolio Inc Experience September 2013 - November 2013
Job Client Services at RBC Wealth Management
Industry Financial Services
Experience
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

Robert Cotton Robert Cotton Santa Clara, California Details
Robert Cotton's Zolio Inc Experience March 2014 - May 2014
Job Operations Analyst at ZypMedia, Inc.
Industry Online Media
Experience
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

Jenni Quinlan Jenni Quinlan North Andover, Massachusetts Details
Jenni Quinlan's Zolio Inc Experience September 2014 - November 2014
Job FSO RAP Staff at Ernst & Young
Industry Financial Services
Experience
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

Binh Duc Nguyen Binh Duc Nguyen New York, New York Details
Binh Duc Nguyen's Zolio Inc Experience February 2015 - May 2015
Job Global Experience ( 5 continents) | Associate at PwC New York | Lifestyle Enthusiast
Industry Financial Services
Experience
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

Cheng (Alvin) Min Cheng (Alvin) Min Greater New York City Area Details
Cheng (Alvin) Min's Zolio Inc Experience May 2015 - August 2015
Job Student at University of Illinois at UrbanaChampaign
Industry Financial Services
Experience
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

Marcus Wright Marcus Wright Greater Atlanta Area Details
Marcus Wright's Zolio Inc Experience June 2014 - August 2014
Job Student at The University of Georgia
Industry Investment Management
Experience
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

Sing Ng Sing Ng San Francisco Bay Area Details
Sing Ng's Zolio Inc Experience September 2014 - November 2014
Job Research Associate at Pacific Lighthouse Partners
Industry Financial Services
Experience
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

Reese Gibson Reese Gibson United States Details
Reese Gibson's Zolio Inc Experience June 2015 - August 2015
Job
Industry
Experience
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

Hongxiang Lucas Zheng Hongxiang Lucas Zheng Armonk, New York Details
Hongxiang Lucas Zheng's Zolio Inc Experience May 2014 - August 2014
Job Aspiring Isenberg School of Management Finance Graduate
Industry Information Technology and Services
Experience
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

Shiyu Wei Shiyu Wei Greater Atlanta Area Details
Shiyu Wei's Zolio Inc Experience June 2015 - Present
Job Intern at Mayor's office of International Affairs, City of Atlanta
Industry Financial Services
Experience
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)

Fangzhou Yu Fangzhou Yu Greater Minneapolis-St. Paul Area Details
Fangzhou Yu's Zolio Inc Experience February 2015 - May 2015
Job Quantitative Analytics Intern at SJ Advisors LLC
Industry Financial Services
Experience
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

Hiren Kapadia Hiren Kapadia Raleigh-Durham, North Carolina Area Details
Hiren Kapadia's Zolio Inc Experience March 2013 - June 2013
Job Analyst, Corporate Analytics at Ipreo
Industry Financial Services
Experience
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

Christine Sabuni Christine Sabuni Greater Los Angeles Area Details
Christine Sabuni's Zolio Inc Experience September 2014 - Present
Job Investment Management Intern at Zolio Inc
Industry Financial Services
Experience
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

Prasitporn Udommana Prasitporn Udommana Albuquerque, New Mexico Area Details
Prasitporn Udommana's Zolio Inc Experience June 2014 - August 2014
Job Financial Analyst
Industry Financial Services
Experience
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

Andrew Martinez Andrew Martinez Greater New York City Area Details
Andrew Martinez's Zolio Inc Experience February 2013 - May 2013
Job Senior Structured Finance Analyst at Bloomberg LP
Industry Financial Services
Experience
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

Nishant Gandhi Nishant Gandhi Belle Mead, New Jersey Details
Nishant Gandhi's Zolio Inc Experience June 2015 - August 2015
Job Administrative Assistant at Rutgers Career Services Road to Wall Street
Industry Financial Services
Experience
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

Dennis Chen Dennis Chen Palo Alto, California Details
Dennis Chen's Zolio Inc Experience June 2013 - August 2013
Job Mergers and Acquisitions Tax Specialist
Industry Financial Services
Experience
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

Donald Fung Donald Fung Staten Island, New York Details
Donald Fung's Zolio Inc Experience May 2014 - August 2014
Job Finance Intern at Blink Fitness
Industry Financial Services
Experience
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

Phuong Thao Nguyen Phuong Thao Nguyen Morrow, Georgia Details
Phuong Thao Nguyen's Zolio Inc Experience June 2014 - August 2014
Job Student Intern at UGA The International Office of Education
Industry Financial Services
Experience
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

Henrik Rubin Henrik Rubin New York, New York Details
Henrik Rubin's Zolio Inc Experience June 2014 - August 2014
Job Student at Loyola University Maryland
Industry Higher Education
Experience
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

Erica Montalvo-Liguez Erica Montalvo-Liguez Houston, Texas Area Details
Erica Montalvo-Liguez's Zolio Inc Experience September 2013 - November 2013
Job Volunteer/ Intern at Memorial Hermann Health System
Industry Hospital & Health Care
Experience
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

Marcel Brown Marcel Brown Tallahassee, Florida Details
Marcel Brown's Zolio Inc Experience March 2014 - May 2014
Job Investment Management Intern at Zolio Inc
Industry Financial Services
Experience
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

Alexander Harwood Alexander Harwood Bridgeport, Connecticut Details
Alexander Harwood's Zolio Inc Experience September 2013 - November 2013
Job Senior Accounting Major at Sacred Heart University
Industry Accounting
Experience
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

Ian Woller Ian Woller New York, New York Details
Ian Woller's Zolio Inc Experience September 2013 - November 2013
Job Macy's Executive Development Program
Industry Retail
Experience
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

Daniel Jim, CAPM Daniel Jim, CAPM Gainesville, Florida Details
Daniel Jim, CAPM's Zolio Inc Experience February 2013 - May 2013
Job Technical Analyst at Citrix
Industry Information Technology and Services
Experience
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

Jack McCabe Jack McCabe New York, New York Details
Jack McCabe's Zolio Inc Experience September 2013 - November 2013
Job Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
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

Mukund Raghav Sharma Mukund Raghav Sharma Greater Philadelphia Area Details
Mukund Raghav Sharma's Zolio Inc Experience June 2013 - August 2013
Job Technology Associate at Susquehanna International Group
Industry Financial Services
Experience
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

Derek Zahka Derek Zahka Hopkinton, Massachusetts Details
Derek Zahka's Zolio Inc Experience September 2012 - December 2012
Job Associate Business Analyst at EMC
Industry Information Technology and Services
Experience
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

Roberto Pupo-Lazaro Roberto Pupo-Lazaro Chapel Hill, North Carolina Details
Roberto Pupo-Lazaro's Zolio Inc Experience May 2014 - August 2014
Job Student at the University of North Carolina at Chapel Hill Business Administration
Industry Financial Services
Experience
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.)

Madeline McGowan Madeline McGowan Washington D.C. Metro Area Details
Madeline McGowan's Zolio Inc Experience March 2014 - May 2014
Job Attended the University of Alabama
Industry Financial Services
Experience
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

Alexandra Mao Alexandra Mao Washington D.C. Metro Area Details
Alexandra Mao's Zolio Inc Experience March 2014 - May 2014
Job Financial Services
Industry Financial Services
Experience
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

Olive Darragh Olive Darragh Greater Boston Area Details
Olive Darragh's Zolio Inc Experience August 2012 - Present
Job CEO Zolio, Founder/CEO at Darragh, Inc
Industry Financial Services
Experience
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

Monica Jumpp Monica Jumpp Greater Boston Area Details
Monica Jumpp's Zolio Inc Experience June 2014 - August 2014
Job Program Coordinator PHRGE at Northeastern University School of Law
Industry Internet
Experience
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

Orhan AKAL Orhan AKAL Tallahassee, Florida Details
Orhan AKAL's Zolio Inc Experience February 2015 - April 2015
Job Applied & Computational Mathematics PhD student
Industry Research
Experience
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

Alma Bazarbaeva Alma Bazarbaeva Greater Detroit Area Details
Alma Bazarbaeva's Zolio Inc Experience September 2014 - Present
Job Student Research Associate, Wealth Management Intern
Industry Information Services
Experience
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

June Joo June Joo Atlanta, Georgia Details
June Joo's Zolio Inc Experience January 2013 - May 2013
Job Analyst at The Verta Group
Industry Financial Services
Experience
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

Gabriel (Jung Heon) Song Gabriel (Jung Heon) Song Minneapolis, Minnesota Details
Gabriel (Jung Heon) Song's Zolio Inc Experience March 2013 - June 2013
Job Ph.D Student
Industry Research
Experience
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

Brian Zhao Brian Zhao Greater New York City Area Details
Brian Zhao's Zolio Inc Experience July 2013 - September 2013
Job Market Risk Associate at Hapoalim Securities USA, Inc.
Industry Financial Services
Experience
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

Michael Sung Michael Sung Greater New York City Area Details
Michael Sung's Zolio Inc Experience June 2013 - August 2013
Job Product Management, S&P Credit Solutions at S&P Capital IQ
Industry Financial Services
Experience
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

Krystle Chong Krystle Chong Los Angeles, California Details
Krystle Chong's Zolio Inc Experience June 2014 - August 2014
Job
Industry Real Estate
Experience
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

Aazaad Roka Aazaad Roka Huntington, West Virginia Area Details
Aazaad Roka's Zolio Inc Experience June 2013 - August 2013
Job Seeking Internship.
Industry Financial Services
Experience
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

Ajeet Mohan Ajeet Mohan Greater New York City Area Details
Ajeet Mohan's Zolio Inc Experience June 2014 - August 2014
Job Student at Rutgers University
Industry Financial Services
Experience
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 %

Julian Zhang Julian Zhang Raleigh-Durham, North Carolina Area Details
Julian Zhang's Zolio Inc Experience May 2014 - August 2014
Job Analytics Intern at MRM//McCann
Industry Management Consulting
Experience
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

Isabel Ma Isabel Ma Davis, California Details
Isabel Ma's Zolio Inc Experience June 2015 - August 2015
Job Business and Administrative Intern at Orange County Business Council
Industry International Affairs
Experience
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

Jun Shim Jun Shim Edison, New Jersey Details
Jun Shim's Zolio Inc Experience March 2014 - May 2014
Job Student at Rutgers, The State University of New JerseyNew Brunswick
Industry
Experience
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

Ravina Jain Ravina Jain Millbrae, California Details
Ravina Jain's Zolio Inc Experience June 2014 - August 2014
Job Student at USF
Industry
Experience
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

Forid Miah Forid Miah Brooklyn, New York Details
Forid Miah's Zolio Inc Experience June 2014 - August 2014
Job Student at NYU Polytechnic School of Engineering
Industry Investment Management
Experience
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