Resumes
Resumes
Senior Investment Analyst
View pageLocation:
Los Angeles, CA
Industry:
Financial Services
Work:
Sherwood Country Club Jun 2006 - Aug 2008
Golf Professional
Saddle Peak Asset Management Jun 2006 - Aug 2008
Senior Investment Analyst
Golf Professional
Saddle Peak Asset Management Jun 2006 - Aug 2008
Senior Investment Analyst
Education:
California Lutheran University 2012 - 2014
Master of Business Administration, Masters, Finance California State University, Northridge 2004 - 2006
Bachelors, Bachelor of Science, Psychology Royal High School 1998 - 2001
Master of Business Administration, Masters, Finance California State University, Northridge 2004 - 2006
Bachelors, Bachelor of Science, Psychology Royal High School 1998 - 2001
Skills:
Golf
Customer Service
Data Analysis
Portfolio Management
Microsoft Word
Sales
Teamwork
Customer Relations
Research
Powerpoint
Microsoft Office
Fundraising
Business Analysis
Event Management
Budgets
Microsoft Excel
Financial Analysis
Social Media
Marketing Strategy
Wealth Management
Asset Management
Excel
Word
Psychology
Bloomberg Terminal
Bloomberg
Management
Strategic Planning
Sports
Leadership
Team Building
Budgeting
Customer Relationship Management
Microsoft Powerpoint
Customer Service
Data Analysis
Portfolio Management
Microsoft Word
Sales
Teamwork
Customer Relations
Research
Powerpoint
Microsoft Office
Fundraising
Business Analysis
Event Management
Budgets
Microsoft Excel
Financial Analysis
Social Media
Marketing Strategy
Wealth Management
Asset Management
Excel
Word
Psychology
Bloomberg Terminal
Bloomberg
Management
Strategic Planning
Sports
Leadership
Team Building
Budgeting
Customer Relationship Management
Microsoft Powerpoint
Certifications:
Financial Industry Regulatory Authority (Finra), License Crd #5648321
Series 65
License Crd #5648321
Series 65
License Crd #5648321
Portfolio Manager
View pageLocation:
Los Angeles, CA
Industry:
Financial Services
Work:
Gri Properties
Real Estate Intern
Aag Innovation Labs Jul 2018 - Dec 2018
Financial Analyst
Pierce Supply Drop Dec 2017 - Dec 2018
Chief Executive Officer
Wesierski & Zurek Jun 2015 - Aug 2015
Summer Intern
Ucsb Investment Advisory Committee (Iac) Jun 2015 - Aug 2015
Portfolio Manager
Real Estate Intern
Aag Innovation Labs Jul 2018 - Dec 2018
Financial Analyst
Pierce Supply Drop Dec 2017 - Dec 2018
Chief Executive Officer
Wesierski & Zurek Jun 2015 - Aug 2015
Summer Intern
Ucsb Investment Advisory Committee (Iac) Jun 2015 - Aug 2015
Portfolio Manager
Education:
Uc Santa Barbara 2019 - 2021
Bachelors, Economics Los Angeles Pierce College 2016 - 2018
Associates, Business Administration, Management, Business Administration and Management Granada Hills Charter High School 2012 - 2016
Bachelors, Economics Los Angeles Pierce College 2016 - 2018
Associates, Business Administration, Management, Business Administration and Management Granada Hills Charter High School 2012 - 2016
Skills:
Microsoft Excel
Financial Modeling
Financial Analysis
Leadership
Financial Statement Analysis
Equity Valuation
Cash Flow Analysis
Cash Flow Forecasting
Dcf Valuation
Fundamental Analysis
Market Research
Business Analysis
Networking
Teamwork
Social Media
Public Speaking
Debate
Social Media Marketing
Marketing Strategy
Email Marketing
Financial Modeling
Financial Analysis
Leadership
Financial Statement Analysis
Equity Valuation
Cash Flow Analysis
Cash Flow Forecasting
Dcf Valuation
Fundamental Analysis
Market Research
Business Analysis
Networking
Teamwork
Social Media
Public Speaking
Debate
Social Media Marketing
Marketing Strategy
Email Marketing
Languages:
English
Spanish
Spanish
Josh Lipman
View pageIndustry:
Apparel & Fashion
Work:
Jls
Mr
Mr
Josh Lipman
View page
Research Analyst At Saddle Peak Asset Management
View pagePosition:
Research Analyst at Saddle Peak Asset Management
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work:
Saddle Peak Asset Management since Aug 2008
Research Analyst
Sherwood Country Club 2007 - 2008
Assistant Golf Professional
SilverRock Golf Resort 2006 - 2007
Assistant Golf Professional
Sunset Hills Country Club 2004 - 2006
Assistant Golf Professional
Research Analyst
Sherwood Country Club 2007 - 2008
Assistant Golf Professional
SilverRock Golf Resort 2006 - 2007
Assistant Golf Professional
Sunset Hills Country Club 2004 - 2006
Assistant Golf Professional
Education:
California State University-Northridge 2004 - 2006
B.S., PsychologyPlayed 2 years on the Golf Team Head Coach: Jim Bracken Moorpark College 2004
Associates of ArtsStarted on golf team: 2003-2004 Highlights: Earned most improved, finished 2nd place Western State Conference match at Santa Maria Country Club with a score of 71, qualified to State Championship as an individual Head Coach: Will Thurston College of the Desert 2001 - 2003
Played 2 years on the Golf Team Head Coach: Tony Manzoni Royal High School
Played Varsity Golf; Head Coach: Bob Misko
B.S., PsychologyPlayed 2 years on the Golf Team Head Coach: Jim Bracken Moorpark College 2004
Associates of ArtsStarted on golf team: 2003-2004 Highlights: Earned most improved, finished 2nd place Western State Conference match at Santa Maria Country Club with a score of 71, qualified to State Championship as an individual Head Coach: Will Thurston College of the Desert 2001 - 2003
Played 2 years on the Golf Team Head Coach: Tony Manzoni Royal High School
Played Varsity Golf; Head Coach: Bob Misko
Mlb Video Scout At Baseball Info Solutions
View pagePosition:
MLB Video Scout at Baseball Info Solutions
Location:
Washington, District Of Columbia
Industry:
Higher Education
Work:
Baseball Info Solutions - Coplay, Pennsylvania since Mar 2013
MLB Video Scout
MLB Video Scout
Education:
Georgetown University 2011 - 2012
M.P.S., Sports Industry Management University of Rochester 2006 - 2010
Bachelor of Arts (B.A.), Economics
M.P.S., Sports Industry Management University of Rochester 2006 - 2010
Bachelor of Arts (B.A.), Economics
Josh Lipman
View pageLocation:
United States