Zest Ai Jan 2018 - Dec 2018
Strategy and Engagement Manager
Zest Ai 2017 - 2018
Business Development Manager
Zest Ai 2017 - 2018
Head of Engagement Management
Credit Suisse Sep 2013 - Jun 2015
Debt Capital Markets Analyst
Goldman Sachs Jul 2011 - Sep 2013
Finance Division Analyst - Interest Rate Products
Education:
The University of Chicago Booth School of Business 2015 - 2017
Master of Business Administration, Masters, Statistics, Entrepreneurship
Penn State University 2007 - 2011
Bachelors, Bachelor of Science, Finance
Skills:
Bloomberg Financial Modeling Equities Fixed Income Valuation Microsoft Excel Sales Financial Analysis Investments Entrepreneurship Powerpoint Asset Management Equity Research Trading Capital Markets Finance
Nov 2014 to 2000 Omnichannel AdministratorConsulting Actuaries Incorporated Fairfield, NJ May 2013 to Nov 2013 Retirement Plan AdministratorElias B Cohen & Associates Roseland, NJ Oct 2012 to Mar 2013 Technical Assistant
Education:
New Jersey Institute of Technology Newark, NJ 2011 to 2012 Non-Degree in Actuarial ScienceWilliam Paterson University Wayne, NJ 2006 to 2010 BS in Accounting
Skills:
Certificate in Accounting & Quickbooks for Business- July 2014
2011 to Present Equity Research InternADVENT CAPITAL MANAGEMENT, LLC
2010 to Present Trade Support AnalystCREDIT SUISSE SECURITIES (USA), LLC New York, NY 2007 to 2010 Operations Analyst
Education:
FORDHAM UNIVERSITY, GRADUATE SCHOOL OF BUSINESS New York, NY MBA in FinanceUNIVERSITY OF MARYLAND, ROBERT H. SMITH SCHOOL OF BUSINESS College Park, MD 2003 to 2007 BS in Finance
Skills:
ADDITIONAL * FINRA Series 7 and 66 certified * Bloomberg, Trade Master, Reuters, DTCC, Ice Link, Kynex, NetExchange 360 * Computer Skills: Microsoft Word, Excel, Power Point * Reading, Softball, Football
Name / Title
Company / Classification
Phones & Addresses
Adam Kleinman Director, Director
Nebraska Book Company, Inc Ret Books Whol Books/Newspapers Ret Mail-Order House · Wholesaler & Retailer of New & Used Textbooks & General Merchandise and Distance Education Materials · Ret Books · Technical Support · Data Processing/Preparation · Retails Books