Oppenheimer & Co.
Supervisory Analyst
Charleen Kay 2007 - May 2019
President
Jefferies Aug 2005 - May 2018
Supervisory Analyst Consultant
Thinkequity Llc 2007 - 2011
Supervisory Analyst Consultant
Puritea Lounge 2005 - 2011
Founder and Teaguide
Education:
Ucla Anderson School of Management 1996 - 1998
Master of Business Administration, Masters, Business Management
Cornell University 1987 - 1992
Bachelors, Bachelor of Arts, Anthropology
Skills:
Investment Banking Series 7 Investor Relations Equities Valuation Private Equity Financial Modeling Venture Capital Capital Markets Due Diligence Equity Research Banking Fixed Income Investments Mergers and Acquisitions Portfolio Management