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
Trenton Kehrmeyer Marko Matejic Chie Ia Moua
Chidera Obasih Cameron Rodriguez
Benjamin Solak Quinn Yeager
Ken Zacher
Contact Information: Director: G. Kevin Spellman, CFA, PhD 608-334-2110; [email protected]
Jon Bensemann 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 | Deans List: 7 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
• Finance 100% of living expenses and college expenses through employment while a full-time student
PROFESSIONAL EXPERIENCE
Third Coast Succession Milwaukee, WI
Acquisition Search Intern October, 14 2020 to March, 14 2021
• Evaluate industry and company reports, and condense findings to meaningful executive summaries
• Assist with financial analysis, valuation, and financial modeling
• Generate leads and evaluate potential deals
• Ideate initiatives to better automate lead generation, target marketing, and improve operations
Pick n’ Save / Metro Market Germantown / Shorewood, WI
Produce Clerk February, 05 2016 to Present
• Guided and trained 7 employees
• Manage 2nd shift by providing guidance and communicating to them what needs to get done by the end of the day
• Strategically make sales floor changes when we run out of product
• Listen and contribute to floor meetings
• Answering phone calls and providing excellent customer service to shoppers who are dissatisfied
Northwestern Mutual Internship Germantown, WI
Financial Advising Internship May, 10 2018 to September, 12 2018
• Life and Health & Accident Insurance Certification
• Prospecting Language / Training
TECHNICAL SKILLS • Bloomberg (basic), FactSet, and ISS EVA Investor Express • Microsoft Excel, Word, and PowerPoint
EXTRACURRICULAR
Student Investment Club September 2019 – Present
• Utilities Sector Analyst
• Assist in managing our $90,000 portfolio
• Monitor how changes in the political, economic, and legal landscape will affect the market
• Researched and pitched to buy a larger position of Microsoft and monitored existing positions
• Presented every Monday on news within our sector, performance/changes in our stocks
Hobbies
• Golf, Hiking, and camping
References: Available Upon Request
Robert Clark Milwaukee, WI | [email protected] | (262) 225-5284
EDUCATION
University of Wisconsin-Milwaukee Milwaukee, WI
Bachelor of Business Administration in Accounting and Finance Graduation: May 2022
Certificates in Investment Management and Real Estate
Cumulative GPA: 3.987/4.00
• 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 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
• Bloomberg (basic), FactSet, and ISS-EVA Investor Express
• Microsoft Excel, Word, and PowerPoint
EXTRACURRICULAR
Beta Alpha Psi Jan. 2020 – May 2021
• 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
• Served as treasurer-elect (Fall 2020) and treasurer (Spring 2021)
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
• Lubar 25 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: 3.88/4.00 | 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
• Fund 90% of tuition/living expenses through employment while a full-time student
PROFESSIONAL EXPERIENCE
Northwestern Mutual Milwaukee, WI
Distribution Finance Intern Apr. 2021 – Present
• Build and refine Excel models for hundreds of field offices to track and forecast their financials and employment
contracts
• Assist the team of Regional Financial Consultants with financial data and analysis to help the field offices build or
maintain a strong financial position
Riverwater Partners LLC Milwaukee, WI
Small Cap Value Analyst Intern Nov. 2020 – Apr. 2021
• Wrote in-depth reports focused on micro and small cap industrial and communications value stocks
• Pitched multiple stocks to be added to the company’s portfolios
• Attended earnings and investor relation calls to discuss current operations and guidance with company
management teams
Delta Defense West Bend, WI
Accounting Intern May 2018 – Jan. 2020
• Strengthened Excel skills to transform data into meaningful information
• Developed analytical skills through gathering and aligning results from different software systems including
Salesforce and Zuora
• Refined attention to detail while providing executive team with daily and weekly metrics to assist them in making
business decisions
• Posted to the general ledger and tied out monthly deliverables
TECHNICAL SKILLS
• Bloomberg (basic), FactSet, and ISS-EVA Investor Express
• Microsoft Excel, Word, and PowerPoint
EXTRACURRICULAR
Student Investment Club Jan. 2020 – Present
• Vice President 2021 – Present
• Energy analyst 2020 – 2021
• Report weekly updates on energy sector and discuss new securities to add or sell current holdings
Hobbies
• Investing, cooking, woodworking, and hiking
Scholarships
• UWM Excellence Scholarship • IMCP Alumni & Friends Scholarship • Victor Chou Scholarship
Ethan Gregor 7275 N. Beach Drive, Fox Point, WI | [email protected] | (414) 807-5579
EDUCATION
University of Wisconsin-Milwaukee Milwaukee, WI
Bachelor of Business Administration Graduation: May 2022
Major in Finance, Minor in Computer Science, Certificate in Investment Management
Major GPA: 3.75/4.00 | Dean’s Honor List: Fall 2020 - Present
• 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
PROFESSIONAL EXPERIENCE
MA Financial Group Sydney, NSW, Australia
• Equity Research Intern July 2021 – Present
o Provide stock research for the Global Equities fund to support the Asset Management Equities Team
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 SKILLS
• Bloomberg (basic), FactSet, and ISS-EVA Investor Express
• Microsoft Excel, Word, PowerPoint, and Teams
• 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 $100,000 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
University of Wisconsin-Milwaukee Milwaukee, WI
Graduate Certificate in Investment Management Graduation: May 2022
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
• Finance 100% of tuition/living expenses through employment while a full-time student
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
PROFESSIONAL EXPERIENCE
Nicholas Company, Inc. Milwaukee, WI
Internship June 2021 – Present
• Nicholas Company has over $5 billion in assets under management
• Research potential equities for portfolios
• Write detailed reports summarizing research findings and present it to the portfolio managers
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
TECHNICAL SKILLS
• Bloomberg (basic), FactSet, and ISS-EVA Investor Express
• Microsoft Excel, Word, and PowerPoint
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
Trenton Kehrmeyer Milwaukee, WI | [email protected] | (920) 948-6125
EDUCATION
University of Wisconsin-Milwaukee Milwaukee, WI
Bachelor of Business Administration in Finance, Certificate in Investment Management Graduation: May 2022
Cumulative GPA: 3.69 | Business Scholars Program | Dean’s List: 5 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
• Finance 75% of tuition/living expenses through employment while a full-time student
Adventis Financial Modeling Level I Boot Camp Aug. 2020 Life & Health Insurance License
PROFESSIONAL EXPERIENCE
Northwestern Mutual Milwaukee, WI
Investment Operations Intern May 2021 - current
• Assist a team of 10 to ensure accurate and efficient execution of private placement transactions including fixed
income, common stock, derivatives, and foreign
• Assist with maintaining investment data, appropriate systems, and reconciliations
McCarthy Grittinger Financial Group Milwaukee, WI
Tax Intern Feb. 2021 – Mar. 2021
• Completed five tax returns per shift for clients with a minimum of one million in investable assets
• Assisted advisors with investments projects primary regarding fixed income research
Northwestern Mutual Milwaukee, WI
Financial Representative Intern Aug. 2020 – Dec. 2020
• 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
TECHNICAL SKILLS
• Bloomberg (basic), FactSet, and ISS-EVA Investor Express
• Microsoft Excel, Word, and PowerPoint
• R-Studio attention to detail, oral and written, organizational skills, financial markets, positive attitude, work effectively, willingness to learn, multi-tasking
EXTRACURRICULAR
Student Investment Club Sept. 2019 – Present
• 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
• 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
University of Wisconsin-Milwaukee Milwaukee, WI
Bachelor of Business Administration in Finance Graduation: May 2022
Certificate in Investment Management Graduation: May 2022
Cumulative GPA: 3.63/4.00 | Dean’s List: 5/8 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
• Finance 100% of living expenses through employment while a full-time student
ACG Investment Banking Competition Apr. 2021
CFA Level 1 Candidate Aug. 2021
Adventis Financial Modeling Level I Certification July 2020
Bloomberg Market Concepts Sep. 2020
PROFESSIONAL EXPERIENCE
J.P. Morgan Chase & Co. Milwaukee, WI
Private Banking Summer Analyst June. 2021 – Aug. 2021 Third Coast Succession Milwaukee, WI
Acquisition Search Intern Oct. 2020 – Present
• Evaluate industry and company reports, and condense findings to meaningful executive summaries
• Assist with financial analysis, valuation, and financial modeling
• Generate leads and evaluate potential deals
• Ideate initiatives to better automate lead generation, target marketing, and improve operations Robert W. Baird Milwaukee, WI
Securities Settlement Intern Jan. 2020 – Jan. 2021
• Assist in the handling of security settlements for the firm
• Handle the official exchange of securities and cash
• Record the appropriate entries to balance the books
Securities Processing Intern
• 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
TECHNICAL SKILLS
• Bloomberg (basic), FactSet, and ISS-EVA Investor Express
• Microsoft Excel, Word, and PowerPoint
• 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
Chie Ia Moua Milwaukee, WI | [email protected] | (920) 489-7082
EDUCATION
University of Wisconsin-Milwaukee Milwaukee, WI
Graduate Certificate in Investment Management Graduation: May 2022
• Investment Management Certificate Program (IMCP) (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
Bachelor of Business Administration in Finance & Information Technology Management Graduation: May 2020
Cumulative GPA: 3.47 | Dean’s List: 5/8 semesters
Finance 33% of tuition/living expenses through employment while a full-time student
IMCP Alumni and Friends Scholarship
PROFESSIONAL EXPERIENCE
Wells Fargo Asset Management Menomonee Falls, WI
Associate Analyst Intern March 2021 – present
• Produce and send fund performance reports to team
• Contact brokers and grab IPO models for portfolio managers and analysts
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 and redirect calls as needed
Campus Technology Support, University of Wisconsin-Milwaukee Milwaukee, WI
Hiring Student Lead Supervisor, UWM Help Desk Jan. 2019 – Mar 2021
• Coordinated phone interviews and organized in-person interviews to screen applicants
• Redesigned and centralized the hiring process and be main of contact with student human resources
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
• Bloomberg (basic), FactSet, and ISS-EVA Investor Express
• Microsoft Excel, Word, PowerPoint, Remote (SCCM), and Active Directory & Group Policy
• Visual Basic (basic), C# (basic), Java (basic)
EXTRACURRICULAR
Student Investment Club Sept. 2018 – Dec. 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
University of Wisconsin-Milwaukee Milwaukee, WI
Master of Business Administration in Finance Graduation: May 2020
Cumulative GPA: 3.71/4.00
Graduate Certificate in Investment Management Graduation: May 2022
• 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
Indiana State University Terre Haute, IN
Health Sciences – Health Care Administration Graduation: Aug. 2016
Cumulative GPA: 3.58/4.00
CFA Level 1 Candidate Nov. 2021
Adventis Financial Modeling Level I Certification May 2020
Bloomberg Market Concepts Certification Sep. 2020
PROFESSIONAL EXPERIENCE
Northwestern Mutual Milwaukee, WI
Public Investments- Credit Research Associate Intern Feb. 2021 – Present
• Analyst for the corporate Investment Grade (IG), Emerging Markets (EM), and High Yield (HY) credit teams,
managing over $100 billion in debt and derivative assets
• Initiate coverage on a corporate IG name in the financial sector to present opportunity to PMs and senior analysts
• Participate in asset class and industry-strategy and investment/portfolio positioning meetings
Riverwater Partners Milwaukee, WI
Equity Research Analyst Intern May 2020 –March 2021
• 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 and utilized PROS
• Monitored capital spending utilizing SAP and Excel to provide financial support
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 system to determine most effective professional referral method to target
senior residents
Selected Project Experience
o Initiating coverage report for Exact Sciences Corp. (Ticker: EXAS) 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 multiple regression analysis
TECHNICAL SKILLS
• Bloomberg (basic), FactSet, ISS-EVA Investor Express, PROS (Sales Analytics), Credit Edge, and SAP
• Microsoft Excel, Word, PowerPoint, and Publisher
EXTRACURRICULAR
Student Investment Club Sept. 2018 – May 2019
• Analyst of a student led organization managing over $80,000 of AUM
Other
• Division 1 Track Student-Athlete (2016 Top 33 in Nation) and 5-time State Champion in Division 1 H.S Track
Cameron Rodriguez 1580 North Farwell Avenue Apt. 307, Milwaukee, WI 53202 | [email protected] | (414) 581-0949
EDUCATION
University of Wisconsin-Milwaukee Milwaukee, WI
B.B.A. in Finance, Certificate in Investment Management Graduation: May 2022
Cumulative GPA: 3.43
Major GPA: 3.57
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
• Finance 50% of tuition/living expenses through employment while a full-time student
Adventis Financial Modeling Level I Certification August 2020
Bloomberg Market Concepts August 2020
Scholarship: Lawton Scholars Program
PROFESSIONAL EXPERIENCE
Northwestern Mutual Milwaukee, WI
Financial Planning, Reporting, & Analysis Intern November 2020 – Present
• Analyze different business segments through both quantitative and qualitative metrics
• Assist in presentation of key financial data to executive team and other company members
• Gather raw data and transform into comprehensible information for dissemination Riverwater Partners Milwaukee, WI
Equity Analyst Intern November 2020 – Present
• Conduct fundamental equity and ESG research to assist in management of portfolios
• Participate in debates on special topics such as Bitcoin and carbon credits
• Present research findings to portfolio manager and research team Schmidt Custom Floors Waukesha, WI
Marketing Intern June 2020 – November 2020
• Assisted in rollout of new technology product
• Met with department managers and contractors to complete product rollout
• Improved communication between nationwide sales representatives
• Assisted in design of product website
TECHNICAL SKILLS
• Bloomberg (basic), FactSet, and ISS-EVA Investor Express
• Microsoft Excel, Word, Access, and PowerPoint
• Visual Basic, JMP, PowerBI, PeopleSoft, and website development
EXTRACURRICULAR
Student Investment Club Sept. 2019 – Present
• Incoming Fall 2021 President
• Perform fundamental analysis to provide stock recommendations to club members
• Manage a university stock portfolio by meeting weekly and presenting research
• Worked as both research analyst and board member since joining
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: 3.76 | Dean’s Honor List: Spring 2020-Present
• 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
PROFESSIONAL EXPERIENCE
Riverwater Partners Milwaukee, WI
Equity Research Analyst Intern May 2021 – Present
• Perform fundamental analysis (inc. ESG analysis) on stocks and present data to senior research management
• Participated in Bull/Bear cases including Bitcoin, Blockchain, and Carbon Credits.
Dana Investment Advisors Brookfield, WI
Fixed Income Intern May 2021 – Present
• Assisted portfolio managers with recommendations on individual IG credits and sectors
• Helped determine proper pricing using Trace, Bloomberg Valuation, Advantage Data, and dealer inventory pricing
• Researched new issues, top holders, price movements, and performed sector analysis using Advantage Data
• Examined what-if analysis outcomes to devise proper yields and durations for portfolios
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
Gamma Partners Bannockburn, IL
Independent Contractor Mar. 2017 – Aug. 2017
• Used Adobe Experience Manager (AEM) to navigate site map, load content onto web pages
• Created tables, charts, and page layout using HTML
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 Oct. 2016 – Jan. 2020
• Interim Technical Director
• Handled presentation of graphics
Hobbies
• Tennis, golf, and coin collecting
Books List
• Stock Market Wizards by Jack D Schwager
• The Book of Alternative Data by Alexander Denev and Saeed Amen
Quinn Yeager Milwaukee, WI | [email protected] | (952) 270-1030
EDUCATION
University of Wisconsin-Milwaukee Milwaukee, WI
BBA in Finance, Certificates in Investment Management and Real Estate Graduation: May 2022
Cumulative GPA: 3.96/4.00
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 Manage portfolios with over $7 mil, and present performance, attribution, and strategies to investment boards
o Analyze securities over multiple asset classes
• Beta Gamma Sigma: Top 7% of class at AACSB accredited business school
• Finance 100% of tuition/living expenses through employment while a full-time student
PROFESSIONAL EXPERIENCE
Alpha Investment Consulting Group Milwaukee, WI
Research Analyst Intern April 2021 – Present
• Engage in due diligence meetings with fund managers to analyze risk-reward potential
• Develop search books of prospective funds to aid the investment committee’s fund allocation ~ $4B of AUM
• Generate monthly return updates of invested funds across multiple asset classes
• Contribute to monthly and quarterly market environment pieces related to trends and macroeconomic events
• Maintain revised records of current funds owned, client investment ledgers, and management questionnaires
Riverwater Partners Milwaukee, WI
Equity Research Analyst Intern December 2020 – April 2021
• Worked alongside an ESG-focused management team on small-cap and mid-cap focused portfolios
• Performed fundamental equity analysis on stocks and presented findings at weekly research meetings
• Worked with senior analyst on research and provided recommendations on companies
• Engaged in calls with investor relations, management teams, and sell-side analysts
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
• Provided strong customer service skills by solving problems and critical thinking through difficult situations
Selected Project Experience
o Initiating coverage report for Lands’ End Inc. (Ticker: LE) Fall 2020
▪ Conducted industry and competitive research to identify the company’s business and financial drivers
▪ Performed comparable analysis, 3-stage DCF analysis, and multiple regression analysis
TECHNICAL SKILLS
• Bloomberg (basic), FactSet, ISS-EVA Investor Express, Morningstar, eVestment
• Microsoft Excel, Word, and PowerPoint
EXTRACURRICULAR
Student Investment Club Sept. 2019 – Present
• Consumer discretionary analyst
• Present weekly report of market/sector news and give buy/sell recommendations
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 team for the 2019-2021 seasons
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: 3.63/4.00 | 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
• Finance 50% of tuition/living expenses through employment while a full-time student
Adventis Financial Modeling Level I Certification Sept. 2020
CFA Level I Candidate Aug. 2021
PROFESSIONAL EXPERIENCE
U.S. Bank Milwaukee, WI
Mutual Fund Accounting Intern June 2021 – Present
• Perform daily NAV calculation and other procedures for mutual funds
• Complete special projects to assist the operations of the fund accounting team
• Utilize different accounting/finance software to ensure accurate calculations
American Family Insurance Wauwatosa, WI
Licensed Agent Assistant Dec. 2017 – June 2021
• Advised new clients on coverage and provided detailed quotes
• Completed service work on existing policies
• Managed all claim related office procedures
• Obtained 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
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
o Elmbrook Humane Society Spring 2021
▪ Analyzed performance and positioning and present to a board for approximately $5 mil in AUM
TECHNICAL SKILLS
• Bloomberg (basic), FactSet, ISS-EVA Investor Express
• Microsoft Excel, Word, and PowerPoint
EXTRACURRICULAR
Hobbies
• Tennis, hiking, swimming
• Manage a personal investment portfolio
• Found interest in investing while in high school learning about the 2008 Financial Crisis
Scholarships
• Lubar scholarship recipient for academic achievement Sept. 2016 – May 2020
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