Investment Management Certificate Program (IMCP) University of … · 2020. 9. 2. · •...

Investment Management Certificate Program (IMCP) University of Wisconsin-Milwaukee

Lubar School of Business www.lubar.uwm.edu/IMCP

Class of 2022 Resume Packet:

Jon Bensenmann Robert Clark

Micah Dykema Ethan Gregor Tyler Hinytzke

Mohammad Kaloti Trenton Kehrmeyer

Marko Matejic Tim Mathusek Chie Ia Moua

Chidera Obasih Ben Pietrek

Cameron Rodriguez Michael Smith Benjamin Solak Quinn Yeager

Ken Zacher

Contact Information: Director: G. Kevin Spellman, CFA, PhD 608-334-2110; [email protected]

http://www.lubar.uwm.edu/IMCP

Jon Bensenmann Milwaukee, WI | [email protected] | (414) 940-0025

EDUCATION

University of Wisconsin-Milwaukee Milwaukee, WI

Bachelor of Business Administration in Finance, Certificate in Investment Management Graduation: May 2022

Cumulative GPA: 3.7/4.0

Dean’s List: 6/6 semesters

• Investment Management Certificate Program (lubar.uwm.edu/IMCP)

o 21-month CFA University Affiliated Program for a select group of students

o Work on portfolios with over $7 mil, and present performance, attribution, and strategies to investment boards

o Analyze securities over multiple asset classes

Bloomberg Market Concepts

Life and Health & Accident Insurance Certification

Finance 100% of tuition/living expenses through employment, scholarships, and grants while a full-time student

PROFESSIONAL EXPERIENCE

Pick n’ Save / Metro Market Germantown & Shorewood, WI

Produce Clerk Feb. 2016 – Present

• Train new hires

• Delegate 2nd shift tasks

• Manage and restock inventory

• Contribute to floor meetings

• Provide excellent customer service over the phone and in person

Northwestern Mutual Germantown, WI

Financial Advising Intern May 2018 – Sept. 2018

• Life and Health & Accident Insurance Certification issued by the State of Wisconsin

• Prospecting language / training

TECHNICAL SKILLS

• Bloomberg (basic), FactSet, and ISS-EVA Investor Express

• Microsoft Excel, Word, and PowerPoint

EXTRACURRICULAR

Student Investment Club Sept. 2019 – Present

• Utilities Sector Analyst

• Assist in managing a $90,000 equity portfolio

• Monitor how the political, economic, and legal landscape affect the market

• Present sector performance on a weekly basis

• Research and pitch new securities

Hobbies

• Golfing

• Hiking (I have hiked in almost every part of Wisconsin)

Robert Clark Milwaukee, WI | [email protected] | (262) 225-5284

EDUCATION


Bachelor of Business Administration in Accounting and Finance Graduation: May 2022

Certificates in Investment Management and Real Estate

Cumulative GPA: 3.976/4.00 | Major GPA: 3.976/4.00




o Analyze securities over multiple asset classes Finance 50% of tuition/living expenses through employment while a full-time student

Milwaukee Area Technical College Milwaukee, WI

Associate Degree in Business Management Graduation: Aug. 2019 Cumulative GPA: 3.99/4.00 | Major GPA: 4.00/4.00

EXPERIENCE

Quandt Berndt & Company, LLC Waukesha, WI Staff Accountant Jan. 2020 – Present

• Prepare tax forms for individuals (1040), partnerships (1065), and corporations (1120)

• Create and populate tax basis schedules and trial balances

• Input relevant tax information into Axcess and Engagement software

• Run and clear tax return diagnostics in Axcess in order for reviewers to process returns efficiently

Durham School Services New Berlin, Wisconsin

School Bus Driver Sept. 2017 – Dec. 2019

• Followed all traffic and DOT regulations and completed daily pre and post trip vehicle inspection reports

• Ensured safe transportation of all passengers and maintained safe environment for students while on the bus

Self-Employed Milwaukee, Wisconsin

Commodity Trader Sept. 2013 – Dec. 2017

• Logged daily fluctuations in futures' prices

• Executed trades based on research

• Developed strategies to identify short-term market trends

TECHNICAL SKILLS



EXTRACURRICULAR

Beta Alpha Psi Jan. 2020 – Present

• Participated in VITA program: Prepare tax returns for less fortunate or capable individuals

• Attended 12 corporate presentations on private and public accounting roles and opportunities

• May 2020: Elected to board as treasurer-elect

AWARDS

Beta Gamma Sigma May 2020 – Present

• Restricted membership to top 10% of undergrads

Scholarships September 2019 – Present

• UWM Excellence for New Transfers Scholarship

• Accounting Policies Travel Scholarship

• Ronald and Majorie Krizek Scholarship

• Douglas and Jean Schwinn Scholarship

• Leer Tellier Scholarship

• Haag Family Foundation Scholarship

Micah Dykema Milwaukee, WI | [email protected] | (920) 212-7013

EDUCATION

University of Wisconsin-Milwaukee Milwaukee, WI Bachelor of Business Administration Graduation: May 2022

Major: Finance

Certificate in Investment Management Minor: Actuarial Science

Cumulative GPA: 3.85/4.00 | Dean’s List: 4/4 semesters



o Work on portfolios with over $7 mil, and present performance, attribution, and strategies to investment boards o Analyze securities over multiple asset classes

• Finance 85% of tuition/living expenses through employment while a full-time student


Enercon Industries Menomonee Falls, WI

Landscaper May 2018 – Present

• Complete detail-oriented projects to specifications

• Craft a work plan for myself and two other employees to efficiently complete projects

Precinct Tap & Table Germantown, WI

Line Cook Apr. 2015 – Present

• Effectively train new hires and supervise events

• Work well with co-workers in a high-pressure environment

Delta Defense West Bend, WI

Accounting Intern May 2018 – Jan. 2020

• Strengthened Excel skills in order to transform data into meaningful information

• Developed analytical skills through gathering and aligning results from different software systems including

Financial Force and Zuora

• Refined attention to detail while providing executive team with daily and weekly metrics to assist them in making business decisions

• Posted journal entries to general ledger account

• Reconciled data on member counts from three different programs

TECHNICAL SKILLS



EXTRACURRICULAR

Student Investment Club Jan. 2020 – Present

• Energy analyst

• Report weekly updates on current energy holdings and on energy sector as a whole

• Club manages over $80,000 in actual money

Hobbies

• Cooking, woodworking, kayaking, and hiking

Scholarships

• UWM Excellence Scholarship

Ethan Gregor 7275 N. Beach Drive, Fox Point, WI | [email protected] | (414) 807-5579

EDUCATION


Bachelor of Business Administration Graduation: May 2022

Major in Finance, Minor in Computer Science, Certificate in Investment Management

Major GPA: 3.07/4.00






Project Experience

• Discretionary Trading Algorithms and Models Sept 2018 – Present

o Algorithm is being updated to this day as knowledge about markets and programing grow

o Quantitative discretionary trading strategy which utilizes an algorithm and manual trading principles/theories

in the U.S. equities market focused mainly on options trading for a relative market edge

o Strategy can be run on multiple asset classes, any timeframe, and has programable mobile/email alerts for

efficient trade placement

• Automated Trading Algorithms and Models Sept 2018 – Present

o Designed and back-tested algorithms using historical foreign exchange market data

o Deployed models in the live market

▪ Worked on simplistic technical analysis-based models to currency correlation-based models

▪ Automated strategies yielded roughly five to ten percent per month before ultimately failing due to

programing implications and ‘economic noise’

• Technical Indicator Creation Sept 2018 – Present

o Created indicators that allow for efficient viewing of trend, momentum, volume, volatility, waves, and cycles

o Indicator utilizes candlestick time periods which you can set to match your custom short or long-term strategy

TECHNICAL SKILLS



• JMP Pro, Java (basic), Python (basic), R (basic), mySQL (basic), and Pinescript

EXTRACURRICULAR

Student Investment Club May 2018 – Present

• Portfolio manager (since fall 2020)

• Industrials Sector Analyst

o Analyzed various economic pieces and industrial sector stocks for potential risk and competitive advantages

• Over $50,000 portfolio

• Pitch buy and sell recommendations

o Pitched to trim Boeing from portfolio during initial COVID19 market drop

• Aid in portfolio management and risk management

Foreign Exchange Currency Trading Club May 2018 – Dec 2019

• Team-based club

• Focus on technical charting and analysis

• Research global micro and macroeconomics

• Developed firm understanding of indicators such as consumer confidence index and gross domestic product

Hobbies

• Rock climbing, mountaineering, surfing, and mountain biking

Tyler Hinytzke 949 Tahoe Drive Onalaska, WI | [email protected] | (608) 498-2590

EDUCATION


Graduate Certificate in Investment Management Graduation: May 2022

Investment Management Certificate Program (lubar.uwm.edu/IMCP)





University of Wisconsin – La Crosse La Crosse, WI

Bachelor of Business Administration in Finance, Minor in Accounting Graduation: May 2020 Cumulative GPA: 3.72/4.00 | Dean’s List: Spring 2017-Spring 2020


La Crosse Country Club Onalaska, WI

Outdoor Service Attendant June 2012 – Present

• Communicate with 300+ members and provide outstanding customer service

• Perform tasks with keen attention to details to ensure a quality clubhouse community among members

• Respond promptly to individual member concerns and needs

• Caddy upon request for members requesting the top service

University of Wisconsin – La Crosse; Laux Hall La Crosse, WI

Desk Coordinator Aug. 2019 – May 2020

• Interviewed and hired a desk team of 16 associates

• Facilitated meetings and managed desk team

• Compiled weekly revenue reports for desk operations

University of Wisconsin – La Crosse; Coate Hall La Crosse, WI

Desk Coordinator Aug. 2017 – May 2019

• Fostered an inclusive community of 34 residents through active and passive programming

• Collaborated within a team setting to implement new programs

• Marketed to increase student engagement

TECHNICAL SKILLS



EXTRACURRICULAR

Animal Care Team at Clearwater Farm Mar. 2015 – Aug. 2017

• Prepared food for and fed animals to maintain their health

• Cleaned stalls and farm area to create a welcoming farm environment for animals and visitors

• Played with animals to promote their well-being and ensure a healthy lifestyle

Hobbies

• Basketball, golf, and running

• Listening to podcasts about investing, business, and technology

Campus Involvement

• Intramural sports: volleyball and basketball

Mohammad Kaloti 675 Red Tail Ct, Brookfield, WI53045 | [email protected] | (262) 751-2608

EDUCATION



Cumulative GPA: 3.66

Business Scholars Program | Dean’s List: 4 semesters







Hayat Pharmacy Milwaukee, WI

Pharmacy Technician July 2020 – Present

• Assist patients with prescription refills

• Pull and fill medications with extreme attention to detail

• Organize medication shelves

• Process prescriptions assuring refill is authorized

Hayat Pharmacy Milwaukee, WI

Covid-19 Testing Assistant July 2020 – Present

• Assist patients with COVID-19 testing registration

• Collect patient vouchers and record voucher ID

• Precisely prepare COVID-19 testing kits, ensuring patient matches ID number

• Gather patient tests and prepare for shipment to laboratory

• Professionally convey patient results under HIPPA guidelines

Shawarma House Brookfield, WI

Manager Nov. 2017 – Mar. 2020

• Established accountability and organization by reporting daily cash sales to owner

• Improved problem-solving skills through resolving errors in orders

• Demonstrated patience and enhance leadership skills by training new employees

• Conducted daily inventory counts and reconciled discrepancies

• Communicated calmly and professionally to customers and coworkers

TECHNICAL SKILLS



EXTRACURRICULAR

Student Investment Club Jan. 2020 – Present

• Telecommunications analyst

• Present updates from Telecommunications sector and analyze company stocks and vote to buy or sell

Youth Volunteer at Brookfield Mosque Sept. 2019 - Present

• Coordinate activities for local youth

• Assist in inviting speakers for weekly programs

• Set up activities for holiday festivals

High School & Middle School Tutor Sept. 2018 – Dec. 2019

• Helped students understand coursework including pre-algebra, geometry and Spanish

• Provided assistance in completing homework assignments

• Assisted students in the development of effective study habits

Trenton Kehrmeyer Milwaukee, WI | [email protected] | (920) 948-6125

EDUCATION



Cumulative GPA: 3.65 | Business Scholars Program | Dean’s List: 3 semesters






Adventis Financial Modeling Level I Boot Camp Aug. 2020 Life & Health Insurance License


Northwestern Mutual Milwaukee, WI

Financial Representative Intern Aug. 2020 – Present

• Assist clients to achieve financial security by matching solutions with their needs and goals

• Develop rapport with clients and foster long-term relationships

• Update current customer financial plans and build a plan for new clients

Student Success Center at UWM Milwaukee, WI

Technology Assistant Aug. 2019 – Jun. 2020

• Updated Excel scheduling spreadsheets while communicating with students over email

• Maintained close relationships with colleagues to create a productive work environment

• Identified, addressed, and resolved Smart-Board and computer problems

Hechimovich Masonry Construction Mayville, WI

Construction Worker June 2017 – Aug. 2020

• Worked within tight-time limits to achieve quota of two-house foundations per week

• Used problem solving skills to overcome unanticipated conditions

Zack’s Snow and Lawn Care Mayville, WI

Snow Removal Nov. 2016 – April 2017

• Used time-management skills to meet productivity requirements

TECHNICAL SKILLS



• R-Studio

EXTRACURRICULAR


• Telecommunication analyst

• Meet weekly and present on my sector to decide whether to hold, buy, or sell stocks

• Club manages $85,000 portfolio, which expands students’ knowledge of investing, finance, and the economy

Lubar Business Scholars Program

• One of only 30 students to be admitted which offers advanced curriculum, group collaboration, and case studies

Hobbies

• Golf, hunting, and football

• Interested in investing since junior year of high school when I participated in a stock market game

• Manage a personal portfolio

Marko Matejic Milwaukee, WI | email: mmatejic@edu | (602) 820-5320

EDUCATION


Bachelor of Business Administration in Finance Graduation: May 2021

Certificate in Investment Management Graduation: May 2022

Cumulative GPA: 3.58/4.00 | Dean’s List: 3/6 semesters





• Finance 100% of living expenses through employment while a full-time student

Adventis Financial Modeling Level I Certification July 2020

Bloomberg Market Concepts Sep. 2020


Robert W. Baird Milwaukee, WI

Capital Markets Operations Intern Jan. 2020 – Present

• Support equity capital markets business by ensuring securities are processed efficiently

• Ensure client satisfaction by completing security transfers before deadlines

• Evaluate client accounts to ensure shares meet regulatory standards

• Collaborate with cross-functional departments to streamline operations

• Responsible for customer financial date utilizing Refinitiv, Liquid Office, BETA, SharePoint, and DTCC

MJS Landscaping Waukesha, WI

Landscape Service Leader May 2018 – Aug. 2019

• Interacted directly with customers to provide scope of projects

• Led team to ensure projects were completed to exceed customer expectation

• Coordinated daily and weekly schedule with supervisor

• Was responsible for acquisition of all required material

• Established a program to onboard new employees

Balax Inc. Hartland, WI

Machine Operator March 2017 – July 2017

• Was responsible for volume production while maintaining quality results

• Collaborated with co-workers ensuring an uninterrupted production process

• Operated under the guidance of shift supervisor

TECHNICAL SKILLS



• Refinitiv, BETA, Liquid Office, and SharePoint

EXTRACURRICULAR

Student Investment Club Sept. 2019 – Feb. 2020

• Technology analyst

o Covered the technology sector and gave weekly pitches on various companies throughout the industry

Hobbies

• Basketball, cross training, and reading

Volunteer work

• La Causa Crisis Nursery Jan. 2019 – May 2019

o Supervised and mentored Milwaukee’s underprivileged youth

o Was responsible for helping children with homework and cooking when needed

mailto:[email protected]

Tim Mathusek Cedarburg, WI | [email protected] | (414) 526-7364

EDUCATION


Bachelor of Business Administration in Finance and Marketing Graduation: May 2022

Cumulative GPA: 3.49 | Major GPA: 3.94 | Dean’s List: 4 semesters





• Finance 100% of tuition/living expenses through student loans and employment while a full-time student

Adventis Financial Modeling Certification Program Sept. 2020


SteamChain.io Milwaukee, WI

Financial Analyst Intern Jan. 2020 – Present

• Analyze and create financial models to support business decision making

• Develop pitch decks and marketing campaigns for live deals with clients

• Conduct daily industry research

PS Furniture Milwaukee, WI

LaMacchia Enterprises Entrepreneur Intern Sept. 2019 – Jan. 2020

• LaMacchia Enterprises Entrepreneur Internship Program

• Conducted SEO & PPC research utilizing various analytical software programs

• Worked closely with the president and gained insight on small businesses and managerial operations

Flagstone Landscape Design Milwaukee, WI

Accounting Clerk May 2019 – Aug. 2019

• Utilized Peachtree/Sage50 software for job costing

• Created and posted bids

TECHNICAL SKILLS

• Bloomberg (basic), FactSet, and ISS EVA Investor Express


EXTRACURRICULAR

Student Investment Club May 2020 – Present

• Discuss weekly investment news and performance updates regarding changes in the club’s fund

• Student led organization managing over $80,000 of AUM

Salvation Army Emergency Lodge – Mentor Feb. 2018 – May 2018

• Mentored homeless children from 6 to 16 years old

• Tutored students in after-school program

Urban Ecology Center – Volunteer Feb. 2017 – May 2017

• Removed invasive flora along the Milwaukee river trails

Hobbies

• Fixing and maintaining motorcycles, drumming, guitar, fishing, hunting, dog training, and reading

Chie Ia Moua Milwaukee, WI | [email protected] | (920) 489-7082

EDUCATION


Bachelor of Business Administration in Finance & Information Technology Management Graduation: May 2020

Certificate in Investment Management

Cumulative GPA: 3.47 | Dean’s List: 5/8 semesters

• Investment Management Certificate Program (IMCP) (lubar.uwm.edu/IMCP)




Finance 33% of tuition/living expenses through employment while a full-time student

IMCP Alumni and Friends Scholarship


Amcor Flexibles, Inc. Oshkosh, WI

O365 Migration Agent May 2020 – July 2020

• Assisted Bemis employees to migrate to the Amcor Office 365 tenant after Amcor’s acquisition of Bemis

• Troubleshoot issues employees face after the migration procedures were completed

• Redirected calls or tickets to proper team if issue is out of scope with the migration team

Campus Technology Support, University of Wisconsin-Milwaukee Milwaukee, WI

Hiring Student Lead Supervisor, UWM Help Desk Jan. 2019 – May 2020

• Coordinated phone interviews and organized in-person interviews to screen applicants for the UWM Help Desk

and other departments

• Main point of contact with student human resources and collaborated with other lead supervisors to fill positions

• Redesigned and centralized the hiring process for all and ensured that job position descriptions are up to date

Student Affairs IT Services, University of Wisconsin-Milwaukee Milwaukee, WI

Client Support Technician, Tier 2 Administrative Jan. 2018 – Dec. 2018

• Conducted phone screening with potential student technicians and interns and coordinated in-person interviews

• Supervised tier 1 students to ensure customer incidents are resolved in timely manner to maximize satisfaction

Client Support Technician, Tier 1 July 2017 – Jan. 2018

• Oversaw tickets submitted phone or email to resolve client’s computer software and/or hardware issues

• Managed phone calls and directed phone calls to proper personnel if needed

Selected Project Experience

o ISS Student Transition and Development, Team Member May 2018 – Dec.2018

▪ Assisted with merging major IT departments across campus into one department

▪ Consolidated training to remove redundancies and centralized hiring procedure for new department

TECHNICAL SKILLS


• Microsoft Excel, Word, PowerPoint, Remote (SCCM), and Active Directory & Group Policy

• Visual Basic (basic), C# (basic), Java (basic)

EXTRACURRICULAR

Student Investment Club Sept. 2018 – May 2020

• Financials & Technology Analyst

• Analyzed club’s holdings and reported back to the club and board

Hobbies

• Cooking (traditional Hmong cuisines and others), listening to music (rhythm and blues), and playing tennis

Chidera Obasih Shorewood, WI | email [email protected] | (262) 327-4471

EDUCATION


Master of Business Administration in Finance Graduation: May 2020







Adventis Financial Modeling Level I Certification May 2020


Riverwater Partners Milwaukee, WI

Equity Research Analyst Intern May 2020 – Present

• Assist management with small-cap value and small-to-mid cap value portfolios with an ESG tilt • Perform fundamental equity research on stocks and present findings at research meetings

Rockwell Automation Milwaukee, WI

Finance Intern May 2019 – Dec. 2019

• Performed monthly analysis of product pricing data on Power BI Excel system

• Monitored capital spending utilizing SAP and Excel to provide financial support

• Compiled commercial spending amounts and causes of variations from budget to detect changes in profitability

Hoffman York Milwaukee, WI

Finance and Accounting Assistant Aug. 2018 – Jan.2019

• Assisted with billing (required attention to details), which provided controller with time to implement new

accounting software

• Generated accurate and timely invoices for Hoffman York clients in media and productions

• Updated old accounting system contacts to simplify transfer to the new system

Brookdale Senior Living Milwaukee, WI

Sales Counselor Nov. 2016 – May 2018

• Reviewed prospective residents’ financials and conducted personal tours of the facility

• Performed an analysis of data in sales management system to determine most effective professional referral

method to target senior residents

• Exceeded monthly team and individual sales goals by generating over 300 leads per month

TECHNICAL SKILLS

• Bloomberg (basic), FactSet, ISS-EVA Investor Express, PROS (Sales Analytics), and SAP

• Microsoft Excel, Word, PowerPoint, and Publisher

EXTRACURRICULAR

Student Investment Club Sept. 2018 – May 2019

• Analyst

• Discuss weekly technology investment news and performance updates regarding technology stocks in fund

• Student led organization managing over $80,000 of AUM

UWM NCAA Division 1 Track and Field Program Sept. 2019 – Mar. 2020

• Volunteer track and field sprint coach

Hobbies

• Running, spending time with family, cooking Nigerian food, playing soccer, and reading business news

Other

• Division 1 Track Student-Athlete (2016 Top 33 in Nation) and 5-time State Champion in Division 1 H.S Track

mailto:[email protected]

Ben Pietrek Milwaukee, WI | [email protected] | (608) 386-1191

EDUCATION



Investment Management Certificate Program (lubar.uwm.edu/IMCP)





University of Wisconsin-La Crosse La Crosse, WI

Bachelor of Science in Finance May 2020

• Financed 65% of tuition/living expenses through employment while a full-time student


Rockaway Capital Prague, Czech Republic

Summer Analyst May 2019 - Aug. 2019

• Assisted a portfolio company in evaluating market position and validity of a new app

• Helped to create a corporate social responsibility initiative for a portfolio company

• Compiled microeconomic research and data for transactions in Kosovo

Idea Fund of La Crosse La Crosse, WI

Intern Feb. 2019 - May 2019

• Conducted detailed research on regional and national venture capital activity

• Collaborated with portfolio companies to create internal human resources documents

Northwestern Mutual Onalaska, WI

Financial Representative Dec. 2017 - Oct. 2018

• Created detailed financial plans including risk management and retirement objectives

• Advised clients on ways to improve budgeting and savings strategies

Altra Federal Credit Union Onalaska, WI

Teller June 2016 - Jan. 2018

• Processed various transactions for members on a daily basis

• Provided assistance to members in troubleshooting an array of account issues

iEurope Capital Budapest, Hungary

Summer Intern June 2017 - July 2017

• Prepared and presented market data for partners

• Attended meetings with firms that were prospective investments and participated in the decision-making process

TECHNICAL SKILLS



EXTRACURRICULAR

Chi Phi Fraternity - Pi Theta Chapter Nov. 2016 - Dec. 2018

• Fundraising Chairman (2017-2018)

Hobbies

• Swimming, basketball, and running

• Interested in investing since 2011 when I started receiving old WSJ copies from a neighbor

Volunteer Work:

• Northern Hills Elementary - facilitated small group activities in a first-grade classroom

Cameron Rodriguez 1580 North Farwell Avenue Apt. 317, Milwaukee, WI 53202 | [email protected] | (414) 581-0949

EDUCATION

University of Wisconsin-Milwaukee Milwaukee, WI Bachelor of Business Administration in Finance, Certificate in Investment Management Graduation: May 2022 Cumulative GPA: 3.44 Major GPA: 3.54 Dean’s List: Spring 2020

• Investment Management Certificate Program (lubar.uwm.edu/IMCP) o 21-month CFA University Affiliated Program for a select group of students o Work on portfolios with over $7 mil, and present performance, attribution, and strategies to investment boards o Analyze securities over multiple asset classes


Adventis Financial Modeling Level I Certification August 2020

Bloomberg Market Concepts August 2020

Scholarship: Lawton Scholars Program


Schmidt Custom Floors Waukesha, WI Marketing Intern June 2020 – Present

• Assist in rollout of new technology product

• Creation of price lists and ad-hoc reports in Excel

• Meet with department managers and contractors to complete product rollout

• Improve communication between nationwide sales representatives

• Assist in design of product website

Advocate Aurora Health Milwaukee, WI Materials Attendant Aug. 2015 – Mar. 2020

• Part of production team which ensured accurate and on time delivery of medical equipment

• Strong time management skills required to fulfill daily tasks

• Utilized Excel to catalog shipments of high-value equipment

• Trained new team members on daily responsibilities

TECHNICAL SKILLS


• Microsoft Excel, Word, Access, and PowerPoint

• Visual Basic, JMP, and website development

EXTRACURRICULAR


• Board Member – Portfolio Strategist & Economist

• Manage a university stock portfolio, meet weekly, and analyze sectors and stocks within

• Voted into board position by club members based on demonstrated knowledge of investing

• Perform fundamental analysis to provide security recommendations to club members

Michael Smith Waukesha, WI | [email protected] | (262) 719-9238

EDUCATION


Master of Business Administration in Finance Graduation: Spring 2021

Cumulative GPA: 3.43/4.00 | Dean’s List: 2 semesters

• Investment Management Certificate Program (lubar.uwm.edu/IMCP) o 21-month CFA University Affiliated Program for a select group of students



Bloomberg Market Concepts Certificate


Accunet Mortgage Waukesha, WI

Closing Coordinator June 2020 – Present

• Facilitate communication between clients, loan managers, and title companies

• Work with Fannie Mae, Freddie Mac, and Wells Fargo during each phase of the loan process

• Maintain corporate minute books for each new corporate entity

• Assist Due Diligence Manager with entity maintenance and signature blocks

Mortgage Guaranty Insurance Corporation (MGIC) Milwaukee, WI Data Entry Specialist Apr. 2020 – June 2020

• Verified information on both residential and commercial mortgage loan applications and appraisals

• Accurately transferred information from loan application into Atlas underwriting software

• Prepared necessary documentation for underwriting

Northwestern Mutual Milwaukee, WI

Financial Representative Intern May 2019 – Apr. 2020

• Developed, managed, and met with client base composed of both personal and outside connections

• Created and reviewed comprehensive financial plans for clients

• Utilized financial security strategies leading up to and beyond retirement

Fleet Farm Oconomowoc, WI

Logistics Supervisor May 2019 – July 2020

• Managed 40 to 45 people in a 120,000 square foot warehouse

• Developed organizational plan to create efficient utilization of space

United States Army Multiple Locations

Military Police Officer July 2011 – Mar. 2017

• Served in The Honor Guard, Arlington National Cemetery (Ft. Myer, VA & Schofield Barracks, HI)

• Executed joint operations with local, state, and federal agencies

• Performed security missions including high profile subjects including the President of the U.S.

• Conducted daily law enforcement duties

TECHNICAL SKILLS



• Google Suite

EXTRACURRICULAR

Hobbies

• Sports (football, basketball), hiking, time with family, reading, poker and other various card games, and analyzing

the markets

Benjamin Solak Milwaukee, WI | [email protected] | (847) 857-1537

EDUCATION

University of Wisconsin-Milwaukee Milwaukee, WI Bachelor of Business Administration in Finance, Certificate in Investment Management Graduation: May 2022 Cumulative GPA: 3.73 • Investment Management Certificate Program (lubar.uwm.edu/IMCP)

o 21-month CFA University Affiliated Program for a select group of students o Work on portfolios with over $7 mil, and present performance, attribution, and strategies to investment boards o Analyze securities over multiple asset classes

William Rainey Harper College Palatine, IL General Education Classes Last Semester: Fall 2019 Cumulative GPA: 3.02


Clarke Roselle, IL Bike Crew Summers 2018, 2019, 2020 • Received Illinois Applicator License • Dispensed mosquito pellets to sewers via bicycle and informed customers about our products

The Orchard EFC Arlington Heights, IL Facilities Crew June 2017 – July 2018 • Helped find solutions to technology and media problems • Trained new employees and rearranged rooms for various events

Gamma Partners Bannockburn, IL Independent Contractor Mar. 2017 – Aug. 2017 • Used Adobe Experience Manager (AEM) to navigate site map • Utilized AEM to load content onto web pages • Created tables, charts, and page layout using HTML

Encap Technologies Palatine, IL Machine Operator, Second Key May 2015 – Aug. 2016 • Managed shipments of incoming materials and finished products • Locked factory at end of second shift • Operated plastic injection molding machinery

TECHNICAL SKILLS

• Bloomberg (basic), FactSet, and ISS-EVA Investor Express • Microsoft Excel, Word, and PowerPoint • HTML (basic) and website development via AEM (basic)

EXTRACURRICULAR

Student Investment Club Jan 2020 – Present • Pitched stock ideas to add to the fund (over $50,000) • Researched and prepared spreadsheets and PowerPoint presentations for pitch The Orchard EFC Media Team October 2016 – Present • Interim Technical Director • Handled presentation of graphics Hobbies • Tennis, golf, and coin collecting Books Read • Stock Market Wizards by Jack D Schwager • Security Analysis on Wall Street by Jefferey C. Hooke

Quinn Yeager Milwaukee, WI | [email protected] | (952) 270-1030

EDUCATION




Dean’s List: 4/4 semesters







Life Time Inc Minneapolis, MN

Member Services Associate June 2019 – July 2020

• Managed membership accounts and assisted in payment updates/member upgrades

• Entered data into membership database for payments, club visits, member information, and account notes

• Assisted sales team by signing up new members and introducing them to the club

• Provided strong customer service skills by greeting members, solving problems, and critical thinking through

difficult situations

• Answered incoming phone calls and transferred to appropriate departments

Minnetonka Public Schools Minnetonka, MN

Head Lifeguard May 2016 – June 2019

• Led a team of lifeguards on duty and in charge of decision-making on the beach

• Took charge during emergencies and instructed guards on what to do

• Trained new guards to work together as a team and prepared for emergency situations

• Managed opening and closing of the beach

• Filled out paperwork and documented beach incidents/minor injuries

TECHNICAL SKILLS



EXTRACURRICULAR


• Consumer discretionary analyst

• Present weekly report of market/sector news and give buy/sell recommendations

• Covered Target Corp. (TGT) and Yeti Holdings (YETI)

• Stock pitch on YETI and the group voted to buy

• Attend meetings twice a week to listen to reports and manage the portfolio

• Learned about beta, P/E ratios, and EPS

NCAA Division I Swimmer, University of Wisconsin-Milwaukee Aug. 2018 – Present

• Voted by teammates as hardest worker for the 2018-2019 season

• Highest cumulative GPA on Men’s for the 2019-2020 season

• Horizon League conference team swimmer

• Balanced life between academics and athletics

• Time management and leadership skills

Scholarship

• Dean’s Scholarship – recipient of $2,500 scholarship based on commitment to academic excellence

• Haag Family Foundation Scholarship – $5,000

Ken Zacher Milwaukee, WI | email: [email protected] | (262) 573-2769

EDUCATION

University of Wisconsin-Milwaukee Milwaukee, WI Bachelor of Business Administration in Finance and Accounting Graduation: May 2022 Certificate in Investment Management Cumulative GPA: 3.61/4.00 | Dean’s List: 6/8 semesters • Investment Management Certificate Program (lubar.uwm.edu/IMCP)

o 21-month CFA University Affiliated Program for a select group of students o Work on portfolios with over $7 mil, and present performance, attribution, and strategies to investment boards o Analyze securities over multiple asset classes


Adventis Financial Modeling Level I Boot Camp Sept. 2020


American Family Insurance Wauwatosa, WI Licensed Agent Assistant Dec. 2017 – Present • Advise new clients on coverage and provide detailed quotes • Complete service work on existing policies • Manage all claim related office procedures • Obtain property and casualty insurance license

Riverwalk Boat Tours Milwaukee, WI Catering Apr. 2017 – Sept. 2017 • Managed inventory for catering supplies • Worked efficiently to make sure that boats were sent out on schedule

Walmart Milwaukee, WI Cashier Dec. 2015 – Aug. 2016 • Handled cash and provided quick and efficient service in fast paced retail environment • Offered promotion to Customer Service Manager for quality of work and attitude

Selected Project Experience o Initiating coverage report for Fiserv (Ticker: FISV) Fall 2020 Conducted industry and competitive research to identify the company’s business and financial drivers Performed comparable company analysis, 3-stage DCF analysis, and multiples regression analysis

TECHNICAL SKILLS

• Bloomberg (basic), FactSet, and ISS-EVA Investor Express • Microsoft Excel, Word, and PowerPoint

EXTRACURRICULAR

Badger Boys State June 2015 • Learned and performed functions of local and state government • Elected treasurer for my Badger Boys city

Hobbies • Tennis, hiking, and swimming • Manage a personal investment portfolio • Found interest in investing while in high school learning about the 2008 Great Financial Crisis

Scholarships • Lubar School of Business scholarship recipient for academic achievement Sept. 2016 – May 2020

about:blank

Investment Management Certificate Program (IMCP) University of … · 2020. 9. 2. · •...

Documents

Transcript of Investment Management Certificate Program (IMCP) University of … · 2020. 9. 2. · •...