Investment Management Certificate Program (IMCP) …...Certificates in Investment Management and Real Estate Cumulative GPA: 3.987/4.00 • Investment Management Certificate Program

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]

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

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




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


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





• Fund 90% of tuition/living expenses through employment while a full-time student


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



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


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






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


• 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


Graduate Certificate in Investment Management Graduation: May 2022

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




• 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


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



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



Cumulative GPA: 3.69 | Business Scholars Program | Dean’s List: 5 semesters






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



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


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



• 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


Bachelor of Business Administration in Finance Graduation: May 2022

Certificate in Investment Management Graduation: May 2022






• 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


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



• 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]

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

EDUCATION



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




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


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


• 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


Master of Business Administration in Finance Graduation: May 2020







Indiana State University Terre Haute, IN

Health Sciences – Health Care Administration Graduation: Aug. 2016


CFA Level 1 Candidate Nov. 2021

Adventis Financial Modeling Level I Certification May 2020

Bloomberg Market Concepts Certification Sep. 2020



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


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

mailto:[email protected]

Cameron Rodriguez 1580 North Farwell Avenue Apt. 307, Milwaukee, WI 53202 | [email protected] | (414) 581-0949

EDUCATION


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






Adventis Financial Modeling Level I Certification August 2020

Bloomberg Market Concepts August 2020

Scholarship: Lawton Scholars Program



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


• Microsoft Excel, Word, Access, and PowerPoint

• Visual Basic, JMP, PowerBI, PeopleSoft, and website development

EXTRACURRICULAR


• 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



Cumulative GPA: 3.76 | Dean’s Honor List: Spring 2020-Present





William Rainey Harper College Palatine, IL

General Education Classes Last Semester: Fall 2019

Cumulative GPA: 3.02



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



• 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


BBA in Finance, Certificates in Investment Management and Real Estate Graduation: May 2022


Dean’s List: 6/6 semesters



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


• Beta Gamma Sigma: Top 7% of class at AACSB accredited business school



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


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


o Initiating coverage report for Lands’ End Inc. (Ticker: LE) Fall 2020


▪ Performed comparable analysis, 3-stage DCF analysis, and multiple regression analysis

TECHNICAL SKILLS

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


EXTRACURRICULAR


• 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


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

Certificate in Investment Management







Adventis Financial Modeling Level I Certification Sept. 2020

CFA Level I Candidate Aug. 2021


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


o Initiating coverage report for Fiserv (Ticker: FISV) Fall 2020


▪ 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


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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Investment Management Certificate Program (IMCP) …...Certificates in Investment Management and Real Estate Cumulative GPA: 3.987/4.00 • Investment Management Certificate Program