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Avatar of Doug Haynes.
Avatar of Doug Haynes.
Managing Partner @Council Advisors
2022 ~ Present
Board Member/Executive
More than one year
AG AprilDecember 2020 Zurich, Switzerland President • Point72 FebruaryMarch 2018 Leadership and day-to-day operations. Member of The Board of Advisors • Singtel JanuaryDecember 2016 Singapore Senior Partner • McKinsey & Company JulyDecember 2013 New York, NY Marketing Manager • General Electric JuneAugust 1990 Marketing Manager in Pittsfield, MA EducationUniversity of Virginia Darden School of Business Business Administration and ManagementWest Virginia University Mechanical Engineering Skills Finance Financial Analysis Financial Reporting Leadership communication skills Strategic Planning Team Management Financial Modeling Finance + Accounting Financial Services Financial Management Financial Statements Financial Accounting Financial Planning Financial Reports Hedge Funds Hedge Fund Languages English — Native or Bilingual
Finance
Financial Analysis
Financial Reporting
Employed
Not open to opportunities
Part-time / Interested in working remotely
More than 15 years
University of Virginia Darden School of Business
Business Administration and Management
Avatar of Vishnu Sidharth.
Avatar of Vishnu Sidharth.
Project Manager - PMO @EY India
2019 ~ Present
Business Development, Product Manager, Project Management, Business Operations, Process Design
Within one year
Vishnu Sidharth Project Manager adept at planning, organizing business operations, financial oversight and resource management to achieve smooth flow and project operations. Applying creative and analytical approach to operations for continuous process improvement. Skilled at identifying or anticipating problems and providing solutions. Excels through mentoring, training and empowering team to excel in performance. Kochi, Kerala, [email protected] Experience Project Management Program Management Agile project management Analytical and Critical Thinking Team Leadership & Development Budgeting /Financial Planning Change management Vendor management Certification Certified ScrumMaster® Work Experience Project Manager, PMO • EY India MarchPresent Planned
Project Management
scrum master
Product Management
Employed
Full-time / Interested in working remotely
10-15 years
Siena College of Proffessional Studies
Bachelor of Business Administration BBA Business Administration and Management
Avatar of Roger Gales.
Avatar of Roger Gales.
Past
Senior Pastor @Heritage Christian Fellowship
2007 ~ 2019
Within one month
Sigma business honor society. After earning his bachelor of science, he continued his education at the College of Financial Planning in Denver, Colorado, where he earned his certified financial planner (CFP) designation inIn addition, Roger Gales studied theology at Fuller Seminary. He is a licensed California real estate broker. Long Beach, CA, US Work Experience JanDec 2019 Pastor Heritage Christian Fellowship JanDec 1996 Field Staff Church Resource MinistriesFinancial Planner Security Financial Advisors Education JanJun 1986 College of Financial Planning, Denver Financial Planning JanDec 1982 Bachelor of Science (BS) California State University Long Beach Finance / Real Estate
Unemployed
Not interested in working remotely
More than 15 years
College of Financial Planning
Financial Planning
Avatar of the user.
Avatar of the user.
Financial Advisor @Costa Financial Securities
2006 ~ 2008
Managing Director
More than one year
Retirement Planning
wealth management
estate planning
Employed
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
Florida Atlantic University
Bachelor of Business Administration B.B.A. Marketing
Avatar of Genai Walker Macklin.
Avatar of Genai Walker Macklin.
Financial Advisor, Financial Planning Specialist @Morgan Stanley
2014 ~ Present
More than one year
and their families. The Schwitzer-Grossman Group at Morgan Stanley was so impressed with her abilities that they asked her to join their team as a partner inGenai focuses on investing for high net worth clients, their families and businesses, corporate executives, professional athletes and their families, and providing financial planning and risk management. Texas, USA http://genaislife.blogspot.com/ Work Experience Financial Advisor, Financial Planning Specialist • Morgan Stanley MarchPresent In 2014, Genai came to Morgan Stanley to provide financial planning for affluent individuals and their families. The Schwitzer-Grossman Group at
Wealth Management
Wealth Management Services
Financial Analysis
Part-time / Interested in working remotely
10-15 years
University of Huelva
Spanish Studies
Avatar of Andrew Costa.
Avatar of Andrew Costa.
President @Costa Capital
2006 ~ Present
Managing Director
More than one year
Andrew Costa Andrew Montgomery Costa is a retirement planning and financial professional working in the Fort Lauderdale area of Florida. He has been able to work his way to the top thanks to his understanding of all levels of the financial industry. It's been his pleasure to service the communities that most need financial advice, and aid in the development of thousands of followers via 'The Global Wealth Show' and other mediums. He is a very opinionated financial professional, and seeks to provide others with the experience that has been the source of his success.
Confidence
Management
Community
Employed
Not open to opportunities
Full-time / Not interested in working remotely
10-15 years
Florida State University
Bachelor of Science BS Finance General
Avatar of Bryan Dunst.
Within one month
to understand both how big and how small the world is all at once. Bryan fully immerses himself in the culture of each country he visits. Aside from traveling, Bryan enjoys listening to music, catching up on the latest movies, and fitness. Experience Senior Vice President, Certified Financial Planner, Chartered Retirement Plans Specialist | OctoberPresent Wealth Management Advisor working with high net worth families, businesses and institutions. PMD Coach responsible for training and educating the next generation of Merrill Lynch Financial Advisors. Specialties Estate Planning Financial Planning Intergenerational Wealth Planning Business Succession Planning Commercial Loans 401
Finance + Accounting
Employed
Not open to opportunities
More than 15 years
Fairleigh Dickinson University
Finance
Avatar of the user.
Avatar of the user.
President @MPAC Consulting Group
More than one year
Financial Planning
finance
Retirement Planning
Not open to opportunities
Full-time / Remote Only
More than 15 years
Southern Methodist University
Political Science and Government
Avatar of the user.
Avatar of the user.
General Manager @RPM Auto Sales USA
2008 ~ Present
More than one year
Financial Analysis
Insurance
Investments
Not open to opportunities
Not interested in working remotely
More than 15 years
Monmouth University
Finance, Accounting
Avatar of Lou Mancusi.
Avatar of Lou Mancusi.
Managing Director of Noyes Advisors @Noyes Advisors
2015 ~ Present
More than one year
as well as private and public institutions — trust him to help achieve their goals of retirement planning, college planning, wealth transfer, and financial planning. Work Experience Managing Director - NovPresent Creates comprehensive wealth management solutions through the use of resources of Investment Management. Helping clients reach goals of retirement planning, college planning, wealth transfer, financial planning. Executive Director - SepNov 2015 Oppenheimer & Co. Inc. Senior Vice President - NovDec 2012 Wintrust Wealth Management. Wealth Management Lou Mancusi is a wealth advisor with 25+ years of experience in the financial services industry. He resides in Chicago
Wealth Management
finance
Retirement Planning
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
Loyola University of Chicago
Finance

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Jennifer Lin

2+ years data analysis and 4+ years in information technology experiences

Graduate Students in the University of Texas at Dallas 

Dallas, TX 

[email protected]  


SUMMARY


• Strong attentive to sales, financial, healthcare data with 2+ years data analysis and 4+ years in information technology

• Strong focused and knowledgeable data analytics and business intelligence

• Strong proficiency in relational database management and SQL skills

• Expert communicator of complex technological concepts to professional and non-professional audiences

• Objective is to leverage data analytical skills in a data analyst or business analyst positions

SKILLS


Database Management

• SQL query (DDL, DML) • HiveQL, Pig Latin in Hadoop • Oracle Database • NoSQL • Mongo Database


Data Analysis

Analysis Tools: SAS 9.4, SAS Enterprise Miner, Advanced Excel




Business Analysis

Tableau Python R


Project Management

• Scrum, SDLC methodology


Data Visualization

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nam porttitor dapibus ipsum ut efficitur. Aliquam feugiat nec sem dapibus blandit.


Other Languages

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nam porttitor dapibus ipsum ut efficitur. Aliquam feugiat nec sem dapibus blandit.

Certifications & Training

  • SAS Certified Base Programmer for SAS 9  see certificate 
  • Google Analytic - Reference: 1530310960 
  • Google AdWords - Reference: 4134107212

EXPERIENCES

Financial modeling, January 2017 – May 2017

• Analyzed the provided financial attributes in 10K+ nonbankrupt and 300+ bankrupt company to predict the likelihood of a company being bankrupt or nonbankrupt

• Applied oversampling technique to multiply the 300+ observations in bankrupt firms to 10K+ observations to collect, clean, and balance the dataset for creating a more accurate model

• Achieved a predictive model with 40% accuracy by applying logistic regression to choose significant variables

Restaurant Order System – Software Analysis and Project Management,January 2016 – May 2016

• Developed an order system for Thai Orchid restaurant to resolve complex business issues

• Implemented business process by following SDLC methodology through initiation, planning, requirement analysis, design and testing phases and build a prototype for an order system

• Documented User Stories, Sequence Diagrams and Use Case Diagrams to show the process of taking orders

Sales Promotion Analysis ,August 2015 - December 2015

• Analyzed one year transaction and demographic data in Kroger stores to assist Pepsi managers to develop marketing strategies to promote sales in different regions

• Concluded the significant factors which have influence on Pepsi sales by executing Clustering Analysis, Linear Regression, Factor Analysis and Decision Tree 

Information Analyst - Hung Chin Fishery Co, Ltd., Kaohsiung, Taiwan,July 2013 - July 2014

• Proposed the location of fish shoal suggestions through time series analysis, increased in 15% capture volume

• Trained 5+ staff the application of physical equipment and software to decrease 10% in misapplication cost

• Worked closely with the company to identify customer needs and demands to improve customer satisfaction

EDUCATIONS

Business Analytics, The University of Texas at Dallas, August 2016 - December 2016

• Specialize in IT and Data Science tracks

Information Technology Management, The University of Texas at Dallas, August 2015 - May 2016

• Specialized in Enterprise System track

Information Management, Tung Hai University, August 2009 - June 2013

• Specialized in E-Commerce track

OTHER EXPERIENCES

Member, Christian Mosaic Home Group, The University of Texas at Dallas, August 2016 - Present

Volunteer, Richardson Animal Shelter, July 2016

 To take care of stray dogs and cats

IT Volunteer, Guo Ann Elementary School, July 2012

• Led 5+ members to teach 50+ students to learn computer skills, physical fitness and other interests

Chief Coordinator of refreshment logistics, Tung Hai University, Feb 2011

• Led 20+ team members to sale hand-made food, increased club funding by 45%

Executive Secretary, Student Union in Tung Hai University, September 2009 - June 2011

• Responsible for scheduling meetings, documenting meeting minutes for all employees to get everyone in the same page 

• Negotiated with local restaurants, increased 30%+ club funding and got 10% discount 

• Conduct 10+ activities for students to let them adapt in a new university life efficiently and effectively


Resume
Profile
32761976311_4e3fee560a_m.jpg

Jennifer Lin

2+ years data analysis and 4+ years in information technology experiences

Graduate Students in the University of Texas at Dallas 

Dallas, TX 

[email protected]  


SUMMARY


• Strong attentive to sales, financial, healthcare data with 2+ years data analysis and 4+ years in information technology

• Strong focused and knowledgeable data analytics and business intelligence

• Strong proficiency in relational database management and SQL skills

• Expert communicator of complex technological concepts to professional and non-professional audiences

• Objective is to leverage data analytical skills in a data analyst or business analyst positions

SKILLS


Database Management

• SQL query (DDL, DML) • HiveQL, Pig Latin in Hadoop • Oracle Database • NoSQL • Mongo Database


Data Analysis

Analysis Tools: SAS 9.4, SAS Enterprise Miner, Advanced Excel




Business Analysis

Tableau Python R


Project Management

• Scrum, SDLC methodology


Data Visualization

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nam porttitor dapibus ipsum ut efficitur. Aliquam feugiat nec sem dapibus blandit.


Other Languages

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nam porttitor dapibus ipsum ut efficitur. Aliquam feugiat nec sem dapibus blandit.

Certifications & Training

  • SAS Certified Base Programmer for SAS 9  see certificate 
  • Google Analytic - Reference: 1530310960 
  • Google AdWords - Reference: 4134107212

EXPERIENCES

Financial modeling, January 2017 – May 2017

• Analyzed the provided financial attributes in 10K+ nonbankrupt and 300+ bankrupt company to predict the likelihood of a company being bankrupt or nonbankrupt

• Applied oversampling technique to multiply the 300+ observations in bankrupt firms to 10K+ observations to collect, clean, and balance the dataset for creating a more accurate model

• Achieved a predictive model with 40% accuracy by applying logistic regression to choose significant variables

Restaurant Order System – Software Analysis and Project Management,January 2016 – May 2016

• Developed an order system for Thai Orchid restaurant to resolve complex business issues

• Implemented business process by following SDLC methodology through initiation, planning, requirement analysis, design and testing phases and build a prototype for an order system

• Documented User Stories, Sequence Diagrams and Use Case Diagrams to show the process of taking orders

Sales Promotion Analysis ,August 2015 - December 2015

• Analyzed one year transaction and demographic data in Kroger stores to assist Pepsi managers to develop marketing strategies to promote sales in different regions

• Concluded the significant factors which have influence on Pepsi sales by executing Clustering Analysis, Linear Regression, Factor Analysis and Decision Tree 

Information Analyst - Hung Chin Fishery Co, Ltd., Kaohsiung, Taiwan,July 2013 - July 2014

• Proposed the location of fish shoal suggestions through time series analysis, increased in 15% capture volume

• Trained 5+ staff the application of physical equipment and software to decrease 10% in misapplication cost

• Worked closely with the company to identify customer needs and demands to improve customer satisfaction

EDUCATIONS

Business Analytics, The University of Texas at Dallas, August 2016 - December 2016

• Specialize in IT and Data Science tracks

Information Technology Management, The University of Texas at Dallas, August 2015 - May 2016

• Specialized in Enterprise System track

Information Management, Tung Hai University, August 2009 - June 2013

• Specialized in E-Commerce track

OTHER EXPERIENCES

Member, Christian Mosaic Home Group, The University of Texas at Dallas, August 2016 - Present

Volunteer, Richardson Animal Shelter, July 2016

 To take care of stray dogs and cats

IT Volunteer, Guo Ann Elementary School, July 2012

• Led 5+ members to teach 50+ students to learn computer skills, physical fitness and other interests

Chief Coordinator of refreshment logistics, Tung Hai University, Feb 2011

• Led 20+ team members to sale hand-made food, increased club funding by 45%

Executive Secretary, Student Union in Tung Hai University, September 2009 - June 2011

• Responsible for scheduling meetings, documenting meeting minutes for all employees to get everyone in the same page 

• Negotiated with local restaurants, increased 30%+ club funding and got 10% discount 

• Conduct 10+ activities for students to let them adapt in a new university life efficiently and effectively