Anderson & Schmidt Insurance Agency - San Francisco 2010 - 2012
Business Development
Palo Alto Venture Architects 2008 - 2010
Consultant
JMP Securities 2007 - 2008
Equity Research Associate
Intel Corporation 2005 - 2006
Senior Budgets & Planning Analyst
Federal Reserve Bank of Richmond 2003 - 2004
Assistant Examiner II
Education:
Thunderbird School of Global Management 2000 - 2000
MIM, International Business
Case Western Reserve University - Weatherhead School of Management 1998 - 2000
MBA, Finance
Skills:
Equity Research Analysis External Audit DCF Valuation Enterprise Valuation Cash Flow Forecasting Operational Risk Management Financial Modeling New Business Development Maintaining Strong Client Relationships
Interests:
CFA Level 2 Candidate
CFA Society of San Francisco Volunteer
Avid Yacht Racer
Sacred Heart School Halifax Swaziland 1962-1966, St. Catherine's Elementary School Halifax Swaziland 1966-1972, Annapolis Royal Academy Annapolis Royal Swaziland 1972-1973