investment management certificate program (imcp ... · • investment management certificate...

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

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

Class of 2021 Resume Packet:

Griffin Anderson Braedon Bandt Agustin Benitez

Lucas Bomm Kevin Croswhite

Dillon Heins Bryan Jensen

John McArthur Benjamin Mee

Brandon Niemiec Sara Renger Nicole Russo Ian Scargill

Christine Symchych Richard Wamboldt

Jackie Zablocki

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

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

Griffin Anderson Milwaukee, WI 53211 | [email protected] | (262) 581-6216

EDUCATION

University of Wisconsin Milwaukee Milwaukee, WI Bachelor of Business Administration in ITM/Finance, Certificate in Investment Management Graduation: May 2021

Cumulative GPA: 3.87 | Dean’s List: Spring 2017, Fall 2017, Spring 2018, Fall 2018, Spring 2019

• 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

• Work 20 hours per week to finance tuition/living expenses while a full-time student

Adventis Financial Modeling Level 1 Certification September 2019

Bloomberg Market Concepts Certification September 2019

PROFESSIONAL EXPERIENCE

FIS Brown Deer, WI Client Relations Technical Analyst Intern June 2019 – Aug 2019 • Developed an Access Database to improve productivity for reporting to key account clients • Analyzed client data and provided client-facing reports through Power BI • Connected to company reporting tools through SQL and ODBC to aggregate data for reporting

UWM Golda Meir Library Milwaukee, WI Library Staff September 2018 – June 2019 • Utilized time-management skills to complete tasks in a timely manner • Conveyed complex directions both verbally and written to assure projects were completed to specified criteria

TJ Maxx Lake Geneva, WI Sales Associate November 2015 – August 2018

• Excelled in teamwork roles and completing projects through joint-effort scenarios

• Successfully handled large amounts of transactions during highly-trafficked, fast paced periods

Selected Project Experience o Oracle SQL Fall 2019

▪ Utilized Oracle SQL to create, edit, and query a database for a mock car rental service TECHNICAL SKILLS

• Bloomberg (basic), FactSet, ISS-EVA Investor Express • Microsoft Excel, Word, PowerPoint, Access, Visio, Oracle SQL Developer, Power BI • VBA, Java, C#, Visual Basic, SQL

EXTRACURRICULAR

Student Investment Club September 2018 – Present

• Secretary o Assist in managing an investment portfolio of $80,000 across 11 sectors o Recruit new members through speaking engagements

o Work alongside other board members to schedule local professionals for club presentations

• Healthcare Sector Analyst o Analyze and research stocks to pitch new purchases and sales of current holdings o Give weekly presentations on Healthcare Sector news, stock performance, and changes in holdings o Monitor economic, political, and legal news to forecast how current events will affect the market

Scholarship

• Dedicated Computing Scholarship in Information Technology Management September 2019

Braedon Bandt 3016 N Farwell St | Milwaukee, WI 53211 | [email protected] | (920) 645-3155

EDUCATION

University of Wisconsin-Milwaukee Milwaukee, WI

Bachelor of Business Administration in Finance, Certificate in Investment Management Graduation: May 2021

Cumulative GPA: 3.73/4.00 | Dean’s Honor List: 4/4 Semesters

• Business Scholars Program

o Smaller classes with hands-on learning



o Work on portfolios with over $7 mil.

o Present performance, attribution, and strategies to investment boards


Adventis Financial Modeling Level I Certification Sept. 2019

Bloomberg Market Concepts Certification Sept. 2019


Whistlings Straits Sheboygan, WI

Caddie May 2019 – Present

• Build daily connections with business professionals at one of the top golf courses in Wisconsin

• Provide critical attention to detail to ensure customers enjoy their experiences

Bank First National Manitowoc, WI

Teller June 2016 – Jan. 2019

• Started as a Youth Apprentice in high school

• Assisted customers to meet their needs to satisfaction

• Multi-tasked to provide exceptional customer service

Nash, Spindler, Grimstad & McCracken LLP Manitowoc, WI

Office Clerk June 2015 – Sept. 2015

• Scanned professional documents and cases

• Effectively assisted office professionals

• Entrusted with archiving confidential documents

SKILLS

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

• Microsoft Excel, Word, and PowerPoint

• Leader, reliable, team worker, have good analytical abilities, and provide solid customer service

EXTRACURRICULAR

Student Investment Club Sept. 2018 – May 2019

• Materials Analyst

Hobbies

• Basketball, football, baseball, golf and exercise

• Captain during senior year of high school for the basketball and football teams

Agustin Benitez Milwaukee, WI | [email protected] | 262-955-0321

EDUCATION

University of Wisconsin – Milwaukee Milwaukee, WI

Graduate Certificate in Investment Management Anticipated Graduation: May 2021





Finance 75% of tuition/living expenses through employment while a full-time student


Bachelor of Business Administration Graduate: December 2019

Majors: Finance & Information Technology Management

Lubar School of Business GPA: 3.53

Dean’s Honor List: Fall 2017, Spring 2018

Adventis Financial Modeling Level I Certification September 2019



Robert W. Baird Milwaukee, WI

Financial Analyst Intern April 2019 – Present

• Support the overall FP&A function through significant involvement in client financial reporting and analysis

• Assist in the preparation of client key operational reports to advise on operating and strategic decisions

• Forecast PWM’s business unit financials to create annual budget and perform variance analysis

Urban Manufacturing Inc. Pewaukee, WI

Business Analyst Intern May 2018 – April 2019

• Analyzed monthly financial statements and performed trend/ratio analysis to assess the health of the business

• Created daily KPI reports for upper management by extracting data from the ERP system (Epicor)

• Generated various sales reports using SQL queries to provide detailed analysis

CNC Machine Operator May 2014 – April 2018

• Operated CNC machines effectively to build parts for various companies such as GE and Harley

• Ensured parts are manufactured to meet our quality policy, blueprint instructions, and required tolerances

• Assessed process blueprints for awareness of past and future operations to improve manufacturing decisions

TECHNICAL SKILLS

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

• Microsoft Excel (Financial Modeling), Word, and PowerPoint

• VBA, SQL, and Python (basic)

EXTRACURRICULAR

• Student Investment Club, Member Spring 2018, September 2019 – Present

• Beta Alpha Psi, Member January 2019 – Present

• Ethics case competition 3rd place winner April 2019

• Hispanic Scholarship Foundation recipient

• Hobbies: reading, personal investing, soccer, hiking, biking, and camping

Lucas Bomm Milwaukee, WI | email [email protected] | (262) 225-7292

EDUCATION


Certificate in Investment Management Graduation: May 2021





• Finance 75% of tuition/living expenses through employment while a part-time student

University of Wisconsin-Whitewater Whitewater, WI

Bachelor of Business Administration in Finance Graduated: May 2019

Cumulative GPA: 3.52 || Graduated Cum Laude

Investment courses: Security Analysis, Financial Futures and Options, and Investments

CFA Level I Candidate June 2020




Engman-Taylor Company Menomonee Falls, WI

Marketing Assistant Dec. 2014 – Present

• Industrial supply since 1945 and 3D printing since 2016

• Responsibilities include web content management (CMS), data entry, and occasional warehouse work

Chef Jack’s Catering Waukesha, WI

Assistant Chef Apr. 2016 – Present

Heiser Ford Lincoln Glendale, WI

Lube Technician May 2017 – Nov. 2017

Selected Project Experience

o Initiating coverage report for Snap-On Tools, Inc. (Ticker: SNA) Fall 2019

▪ 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, ISS-EVA Investor Express

• C++ (basic)


• Leadership, interpersonal skills, and public speaking

EXTRACURRICULAR

Habitat for Humanity May 2017 – May 2018

• Vice President of Whitewater Chapter

Hobbies

• Soccer, cars, and weightlifting

• Interested in investing since 2017 when my roommate showed me the Robinhood app

o Recently invested in QQQ, SPX, AMD, and some options

mailto:[email protected]

Kevin Croswhite Milwaukee, WI | [email protected] | kevincroswhite.com | (262) 237-4474

EDUCATION


Master of Arts in Economics Graduation: Dec. 2020

Emphasis in Econometrics | Certificate in Investment Management






Bachelor of Arts in Economics Graduation: Dec. 2019

Cumulative GPA: 3.39 | Concentration in Quantitative Methods

• Certificate in Quantitative Social Data Analysis

o Coursework in statistics, research methods, economic forecasting, and multiple regression

CFA Level II Candidate

Adventis Financial Modeling Level I Certification Training Sept. 2019



George Mason University - Energy & Enterprise Initiative Milwaukee, WI

Digital Director Starting May. 2015

• Implement and optimize digital marketing campaigns on variety of platforms including social and search

• Maintain communication with community of policy advocates across the country

• Develop and manage full-stack web application built on Ruby on Rails and PostgreSQL

George Mason University - Energy & Enterprise Initiative Milwaukee, WI

Wisconsin State Director Jan. 2012 – May 2015

• Published editorials in the Milwaukee Journal Sentinel, Wisconsin Policy Research Institute, and other outlets

• Conducted policy research and analysis on public policy relating to Wisconsin electricity markets

• Met with Members of Congress to discuss public policy surrounding energy and the environment

Republican Party of Wisconsin Racine, WI

Field Director Jun. 2012 – Dec. 2012

• Managed the voter contact program for the Republican Party in Racine during 2012 Presidential cycle

• Coordinated a team of interns to campaign for Republican candidates and campaigns

• Participated in campaign training from the Republican National Committee

Van Wanggaard for Senate Racine, WI

Field Director Jan. 2012 – Jun. 2012

• Managed the voter contact program for the 2012 recall election

• Assisted in the recount process following the election

• Coordinated in planning and executing campaign events

TECHNICAL SKILLS

• Time-Series Econometrics, Cross-Sectional Econometrics, Machine Learning, and Bayesian Statistics

• R, Python, Ruby, JavaScript, R Studio, STATA (basic), SQL, Web Scraping, JAGS, Git, VBA, and Excel

• Bloomberg, FactSet, and ISS-EVA Investor Express

EXTRACURRICULAR

• Behavioral Economics, Game Theory, Economic History, Chess, and Poker

• Good Judgement Open Forecasting Tournament and Kaggle Data Science Competitions

• Ice-Hockey, Golf, Tennis, Running, Motorcycles, Travel, and Cooking

Dillon Heins Milwaukee, WI | [email protected] | (262) 933-8148

EDUCATION



Cumulative GPA: 3.2 | Major GPA: 3.4 | Business Scholars Program |





• Finance 50% of tuition/living expenses through employment while a full-time student

Adventis Financial Modeling Level I Certification Sep. 2019

Bloomberg Market Concepts Certification Sep. 2019


Wipfli Milwaukee, WI

Real Estate Valuation and Tax Appeal Intern Jan. 2019 – Present

• Analysis and research for property tax appeals

• Present business development and marketing to financial institutions

Financial Values, LLC Milwaukee, WI

Real Estate Appraisals Sep. 2013 – Present

• Assemble front half of appraisals including area, city, neighborhood, site, and improvement analyses

• Provide a review of commercially appraised reports for federally related transactions prepared for financial

institutions • Performed reviews to ensure reports comply with federal regulatory requirements and uniforms standard of

professional appraisal practice

BMW Milwaukee, WI

Product Specialist June 2017 – Sep. 2018

• Extensive knowledge of the entire BMW product line

• Daily follow-up with customers using the dealership's Customer Relationship Management System (CRM)

• Assist the finance department with researching customer lease or purchase documents

Spectrum Resources Waukesha, WI

Assembly Worker June 2013 – Aug. 2013

• Coordinate assembly lines and implement quality control of product packaging

• Train new associates in assembly processes and work standards


o Initiating coverage report for Oshkosh Corporation (Ticker: OSK) Fall 2019



TECHNICAL SKILLS



• Costar

• Conversational German

EXTRACURRICULAR

Student Investment Club May 2019 – Present

• Secretary (Board member)

Study Abroad

• Philipps – Universität Marburg, business classes with 4.0 GPA February 2016 – May 2016

Hobbies

• Cars, racing (Formula 1, IndyCar, IMSA), golf, lacrosse


Bryan W. Jensen Milwaukee WI | [email protected] | (920) 901-2084

EDUCATION


Graduate Certificate in Investment Management Expected Graduation: May 2021





University of Wisconsin-Milwaukee

Bachelor of Business Administration Graduated May 2019

Major in Finance, Minor in Mathematics, Certificate in International Business

Cumulative GPA: 3.5/4.0 |Deans Honor List: 2014, 2015, 2016, 2017

• Related Coursework: Analysis of Options and Futures, Financial Modeling, Applied Portfolio Management, Calculus I,

II, & III, Linear Algebra and Differential Equations, Statistics I & II, Probability Models, Modern Algebra, Numerical

Analysis

• Extra-curricular Activities: Business Ethics Case Competition, Intramural Sports




Graduate Research Assistant June 2019–Present

• Continuation of undergraduate work.

• Used SAS and SQL to perform statistical analysis on data and used R to create a data scraping program


Undergraduate Research Assistant January 2018–May 2019

• Worked under the direction of Professor John Huck, in which we sought to create a new utility for happiness which can

be correlated to equity returns

• Used SAS and SQL to create and maintain a database and perform rudimentary statistical analysis

Hentzen Coatings Inc. Milwaukee, WI

Supply Chain Intern July 2017–September 2018

• Procured and shipped customer orders in a warehouse environment

College Works Painting Milwaukee, WI

Painter/Assistant May–September 2017

• Assisted in customer service duties, clientele generation, and running operations

Crafts Inc. Manitowoc, WI

Industrial Roofer June–August 2016

• Removed and installed industrial roofing in teams of up to 20

IHI-Southwest Technologies Inc. San Antonio, TX

Non-Destructive Technician Trainee July 2013–June 2014

• Used advanced imaging technology and techniques to detect flaws in the critical infrastructure of nuclear power plants

TECHNICAL SKILLS

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

• Strong skills in Microsoft Excel, Word, Access, Outlook, and PowerPoint

• Intermediate skills in SAS, SQL, Microsoft Excel VBA Macro, and database construction and management

• Familiar with MATLAB along with the Python, R, and C programming languages

EXTRACURRICULAR

• Member of the Phi Theta Kappa Honors Society since December of 2014

• Actively competed in the sport of powerlifting for seven years

• Have read: Algorithmic Trading, Quantitative Trading, and Machine Trading by Ernest P. Chan, A Random Walk

Down Wallstreet, Big Trends in Trading, Stochastic Calculus for Finance I & II by Steven Shreve and various

academic articles concerning quantitative finance and the microstructure of markets

John McArthur Milwaukee, WI | [email protected] | (414) 331-5248

EDUCATION


Graduate Certificate in Investment Management Graduation: May 2020






Bachelor of Business Administration in Finance & Accounting Graduation: May 2018

Cumulative GPA: 3.605 | Dean’s List: 2014, 2015, 2016, 2017, 2018


Adventis Financial Modeling Level I Certification September 2019



Brookdale Senior Living Milwaukee, WI

Capital Budget Assistant August 2018 – Present

• Audit and analyze all capital expenditures for over 270 communities throughout southern US

• Prepare capital budget reports and analyses to improve quarterly budgeting projections

• Coordinate with procurement, accounts payable, and fixed assets to ensure best practices to capital processing

• Report lender repair requests and coordinate with lender and community on completion requirements

• Program Excel spreadsheets, Outlook shortcuts, and reports to improve department efficiency and analysis

Northwestern Mutual – Life Insurance Company Milwaukee, WI

College Financial Representative June 2017 – June 2018

• Asset management, risk management, consulting, retirement planning and insurance planning for business owners,

families, and individuals

• Present comprehensive financial plans and products to prospects to meet future personal and financial goals

• Attended weekly performance reviews to track business activity, forecast future business production, and draft

plans to reach business production goals

• Wrote various financial products in relation to clients’ financial and personal goals (life/disability insurance)

University of Wisconsin – Milwaukee Athletic Department Milwaukee, WI

Business Administrative Assistant June 2016 – February 2018

• Assisted the Director of Operation with athletic department business operations and projects

• Prepared and confirmed the authorization of purchase orders, direct payments, direct deposits, and UWM credit

card transactions

• Drafted reporting documents for charitable donation made to specific athletic teams

TECHNICAL SKILLS

• Bloomberg, FactSet, ISS-EVA Investor Express, Oracle, Peoplesoft, and Coupa

• Microsoft Excel, Word, PowerPoint, Access, Outlook

• VBA, Python (basic), Web Scraping, and Website Development

• Previously licensed health and life insurance producer in Wisconsin, Illinois, and Minnesota

EXTRACURRICULAR

Golden Key International Honor Society June 2015 – Present

• Member of a national honor society

Student Investment Club June 2019 – Present

• Investment Analyst

Hobbies

• Bodybuilding, Volleyball, UWM Cheer and Stunt (November 2014 - June 2015)

• Volunteering (Hunger task force food drives and neighborhood clean ups)

• Interested in investments after researching the causation, damages, and recovery of the 2008 market crash

Benjamin Mee W293 S6886 Valley Woods Pass Mukwonago, WI │[email protected]│(262)-894-7086

EDUCATION


Bachelor of Business Administration in Finance Graduation: May 2021

Minor in Economics, Certificates in Investment Management and International Business

Cumulative GPA: 3.57/4.00│Dean’s Honor List: 2018, 2019

• Investment Management Certificate Program

o Participate in a 21-month CFA University Affiliated Program (lubar.uwm.edu/IMCP) o Aid in monitoring and rebalancing real portfolios with over $7 million of cumulative AUM o Analyze securities over multiple asset classes o Present performance and attribution to internal and external investment boards




Milwaukee Kickers Soccer Club/Uihlein Soccer Park Milwaukee, WI

Business Management/Community Outreach Intern May 2019-Present

• Conduct regular analysis and adjustments of financial statements and budget

• Code, record, and pay invoices in a timely manner

• Work with America Scores to organize soccer events for the youth of Milwaukee

University of Wisconsin-Milwaukee Recreation Milwaukee, WI

Lead Worker/Special Events August 2018-Present

• Provide customer service in a fast-paced environment by directing calls, conducting sales transactions,

answering questions, and assisting patrons • Train new employees by providing guidance and resources regarding staff policy

College Pro Painters Waukesha, WI

Job Site Manager May 2017-August 2017

• Led a three-person painting crew to assure the satisfaction of all homeowners serviced • Budgeted time and supplies daily while purchasing additional supplies when necessary • Facilitated regular communication between homeowners and the franchisee • Consistently went door-to-door cold calling, while following up with leads and scheduling appointments with

the franchisee

TECHNICAL SKILLS

• Bloomberg, FactSet, ISS-EVA Investor Express

• QuickBooks, Abila

• Microsoft Excel, Word, PowerPoint, Access

OTHER ACTIVITIES

Student Investment Club November 2018- Present • Student-led organization managing a $60,000 portfolio Society for Advanced Economic Studies

Hobbies

• Golf, swimming, and baseball

Brandon Niemiec 3418 N Downer Ave. Milwaukee, WI 53211 | [email protected] | (262) 490-3398

EDUCATION


Bachelor of Business Administration in Accounting & Finance and Graduation: May 2019

Certificate in Investment Management

Cumulative GPA: 3.78 | Business Scholars Program | Dean’s List: 4/4 semesters









Westbury Bank Hartland, WI

Commercial Lending Analyst May 2019 – Present

• Analyze credit requests and data, generate credit write-ups, analyze financial statements, and ensure compliance of

loans with credit policy

• Assist in the management of the commercial portfolio

Union for Reform Judaism Olin-Sang-Ruby Summer Camp Oconomowoc, WI

Waterfront Superviser May 2018 – Aug. 2018

• Responsible for the safety of all campers and staff throughout the camp programs

• Daily supervision of the waterfront staff

• Assisted in developing and implementing pre-season training programs

• Oversaw set-up and breakdown of waterfront

YMCA at Pabst Farms Oconomowoc, WI

Lifeguard May 2014 – June 2018

• Maintained safety of patrons in and around the pool

• Participated and helped in facilitate staff training

• Tested the water, recorded results and reported imbalances to the supervisor

• Handled all incidents in a manner appropriate to the American Red Cross

Union for Reform Judaism Olin-Sang-Ruby Summer Camp Oconomowoc, WI

Sailing Instructor May-Aug. 2016 – May-Aug. 2017

• Taught elementary aged and junior high children how to sail

• Monitored safety on the boats and in the waterfront area

• Drove and sailed different boats for activities with campers

TECHNICAL SKILLS

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


EXTRACURRICULAR

Student Investment Club Dec. 2018 – Present

• Industrials Analyst

o Researched and pitched new stocks for purchase and monitored existing positions

NCAA Division 1 Athlete Aug. 2017 – Present

• University of Wisconsin – Milwaukee Swim and Dive Team

o Team Captain Mar. 2019 – Present

Sara Renger Milwaukee, WI | [email protected] | (608) 415-7224

EDUCATION



Cumulative GPA: 3.57 | Major GPA: 3.62 | Business Scholars Program | Dean’s List: 2016/’17/’18 semesters








University of Milwaukee Milwaukee, WI

Financial Assistant Oct. 2018 – Present

• Oversee department salaries and funding, and conduct direct payments

• Allocate expenses and write statements

Milwaukee County Parks Milwaukee, WI

Marketing Intern May 2017 – Present

• Manage equipment and events

• Maintain social media accounts and advertising

• Work alongside with Juneau Park Friends to synergize publicity

• Collect, analyze, and archive event data

Willow Creek Farms Loganville, WI

Landscaper and Farmhand May 2013 – Aug. 2016

• Planted, maintained and harvested crops

• Cared for and transported livestock

• Maintained buildings and landscaping

• Aided in planning events for area chefs and consumers


o Initiating coverage report for Rockwell Automation (Ticker: ROK) Fall 2019



TECHNICAL SKILLS

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

• Microsoft Excel, Word, PowerPoint, and Access

EXTRACURRICULAR

Alpha Kappa Psi January 2018 – Present

• VP of Finance

Leadership September 2016 – Present

• LeaderShape Institute

• Sophomore Springboard

• Lead the Change

• Cambridge Community Council Business Manager

Hobbies

• Skiing, bass guitar, and cooking

• Interested in investing since 2007 when my father began educating me on his assets and giving me various books

Nicole Russo West Allis, WI | [email protected] | (347) 806-2772

EDUCATION



Cumulative GPA: 4.00/4.00 | Dean’s List: Spring 2019









Robert W. Baird & Co. Milwaukee, WI

Equity Research Coordinator Intern July 2019 – Present

• Play an integral role in the research process by providing quantitative support to analyst teams and coordinators

• Collect industry data and develop a deep level of expertise in sectors and the department focus

• Construct and regulate reports, execute projects, and communicate findings

• Interact directly with analyst teams

Community, a Walgreens Pharmacy Milwaukee, WI

Senior Certified Pharmacy Technician July 2016 – June 2019

• Independently managed over $4 million in limited distribution drug (LDD) inventory, analyzed and proactively

supplied according to changing patient needs while adhering to each manufacturer’s individual restrictions

• Prevented pharmacy deviations, which could lead to loss of access to LDD products and loss of business, through

daily reporting required by pharmaceutical companies. This involved reconciling physical inventory and

dispensation records with reporting software

• Processed prescription prior authorizations, enrolled patients in co-pay assistance grants, and corresponded with

physicians’ offices, benefit providers, and charitable foundations to ensure continuous coverage for patients’

life-sustaining medications

• Handled sensitive patient medical and financial information in accordance with HIPAA


o Initiating coverage report for Sensient Technologies Corporation (Ticker: SXT) Fall 2019



TECHNICAL SKILLS



EXTRACURRICULAR

Brunswick/Reichert Scholarship Recipient May 2019

Baird Mentoring Circles Sept. 2018 – May 2019

• 1 of 12 students chosen for selective mentorship program with Robert W. Baird & Co.

• Participated in professional development sessions and networking opportunities

Student Investment Club Jan. 2019 – Present

• Member of student-led organization managing an $80,000 portfolio

Leukemia & Lymphoma Society Man and Woman of the Year Spring 2017

• Fundraising team member

Ian Scargill Milwaukee, WI | [email protected] | (262) 247-6461

EDUCATION



Cumulative GPA: 3.52 | Dean’s List: 4/4 semesters






Bloomberg Market Concepts Certification Feb. 2019


Robert W. Baird Milwaukee, WI

Operations Intern May 2019 – Present

• Specialize in retail account transactions

• Main tasks include coding and depositing checks using Thomson Reuters Beta System

• Help execute ACH and journal transactions across branches covered by Baird

• Support management by updating important data tables and delivering sensitive client information

Subway Milwaukee, WI

Team Member February 2019 – May 2019

• Provided good customer service and kept perpetual inventory counts as part of a small team

Blaze Pizza Milwaukee, WI

Team Member July 2018 – February 2019

• Key member in daily store operations and played critical role in closing shifts

• Streamlined job processes for maximum efficiency and timeliness and providing good customer service which was

of the utmost importance

Pick ‘n Save Menomonee Falls, WI

Cashier July 2016 – August 2017

• Serviced customers and assisted in various tasks around the store as needed

TECHNICAL SKILLS


• Thomson Reuters Beta system


• MATLAB (basic)

EXTRACURRICULAR

Student Investment Club (SIC) Board Member & Senior Sector Analyst April 2018 – Present

• Help manage a $60,000 equity portfolio

• Learn from speakers in the field of investment analysis and management

• Cover information technology sector and research and present trends impacting sector

• Involved in outreach and oversee media pages for club

Hobbies

• Soccer, skiing and tennis


Christine A. Symchych Fox Point, WI | [email protected] | (414) 403-7729

EDUCATION


Certificate in Investment Management Graduation: May 2021

Cumulative GPA: 4.0





University of Wisconsin- Milwaukee Milwaukee, WI

M.Arch, MUP, Certificate in Preservation Studies December 2000

Carleton College Northfield, MN

BA Art History, Cum Laude June 1992



Compass Redevelopment Milwaukee, WI

President, AICP Certified Planner 2002-Present

• Prepare comprehensive plans, neighborhood revitalization plans, ordinance updates, design guidelines, site

analysis, development recommendations, storefront designs and recommended restoration plan for counties, towns,

villages, for profit and not for profit entities throughout WI

Foth and Van Dyke Green Bay, WI

Community Planner 2004-2007

• Lead planner on comprehensive plans, ordinance reviews and updates, and implementation projects for multiple

counties, towns, cities and villages throughout WI

Wisconsin Main Street (State of Wisconsin, Department of Commerce) Madison, WI

Designer May 1998-Dec 2000

• Presented and implemented design upgrades in historic commercial districts


o Initiating coverage report for A.O. Smith (Ticker: AOS) Fall 2019



TECHNICAL SKILLS



EXTRACURRICULAR

Elected Position- Trustee, Village of Fox Point April 2011-Present

• Chair Finance Committee, Chair Audit Committee

Milwaukee Art Museum • Former 9 year trustee (2008-2017), current Member Acquisition Committee, former President and current board

member Contemporary Art Society, Chair of Contemporary Art Auction 2017 Milwaukee Community Sailing Center

• Volunteer Instructor June 2000-Present

Richard Wamboldt Milwaukee, WI | [email protected] | (262) 349-6215

EDUCATION


Bachelor of Business Administration in Finance, Graduate Certificate Investment Management Graduation: Dec. 2019

Cumulative GPA: 3.00 | Major GPA: 3.75 | Dean’s List: Fall 2018 / Spring 2019 semesters






CFA Level 1 Candidate Dec. 2019


Bloomberg Market Concepts Certificate Sept. 2019


Northwestern Mutual Milwaukee, WI

Investment Products and Services Associate Starting June 2019

• Train and assist high level advisors in Blackrock and Y-Charts investment applications

• Analyze and interpret advisor portfolio performance and production using Microsoft Excel

• Support numerous teams with ad-hoc projects including Microsoft PowerPoint and Excel VBA

North Shore Bank Milwaukee, WI

Universal Banker November 2017 – January 2019

• Created sales opportunities through CRM data/excel data to improve branch performance

• Helped team reach sales goal of 110% from 54% prior to me joining team

• Gained and interpreted knowledge of financial services vehicles

Northwestern Mutual Milwaukee, WI

Financial Representative Intern May 2017 – September 2017

• Counseled clients in the best portfolio for their needs

• Created and maintained customer relationships using client resource management programs

• Developed financial education skills in a real-world environment


o Initiating coverage report for Briggs & Stratton (Ticker: BGG) Fall 2019



o Elmbrook Humane Society Spring 2020

▪ Analyzed performance and positioning and present to a board for approximately $5 mil in AUM

TECHNICAL SKILLS

• Bloomberg (basic), FactSet, ISS-EVA Investor Express, and Axioma and Northfield (factor analysis)


• VBA, Python (basic), web scraping, and website development, SAS JMP Statistical analysis

EXTRACURRICULAR

Student Investment Club Fall 2018 – Spr 2019

• Energy and Utilities Analyst

Hickman Academy Fall 2016

• At-Risk Student Volunteer

Hobbies

• Biking, golf, and basketball

• Traveling (studied abroad in Asia during summer 2019)

Jackie Zablocki 3418 N Downer Ave, Milwaukee, 53211 WI | [email protected]| (920) 471-2638

EDUCATION


Bachelor of Business in Accounting, Finance, & Certificate in Investment Management Graduation: May 2021

Cumulative GPA: 3.84 | Business Scholars Program | Dean’s List: 4/4 semesters









Kroger Oconomowoc, WI

Warehouse Order Selector May 2019 – Present

• Responsible for efficiency as well as accuracy while working in a safe manner and a fast-pace environment when

selecting orders for grocery stores around the Midwest

• Intense physical work of up to 13-hour days for seven days a week over certain holidays

Green Bay Pressure Systems Green Bay, WI

Pressure Washer May 2015 – Present

• Responsible for using high powered pressure washers to clean commercial buildings, residential areas, and

vehicles

• Work a flexible schedule with as little as one day notice

• Often handle harmful chemicals or work in dangerous environments where specific protocols must be met to

maintain a safe workspace

Dean Foods Green Bay, WI

Summer Help May 2018 – August 2018

• Ran different types of production machines to cover full-time employees shifts/breaks

• Coordinated with a team to fix machine issues and run production efficiently

• Worked long hours, often 12+ hour shifts and 60+ hour weeks

• Often called the night before to arrive earlier than the normal shift to cover a different machine

TECHNICAL SKILLS

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


EXTRACURRICULAR

Student Investment Club Dec. 2018 – Present

• Active Member

NCAA Division 1 Athlete

• University of Wisconsin – Milwaukee Men’s Swim & Dive Team Aug. 2017 – Present

Scholarships

• Dean’s Scholarship, recipient Aug. 2017 – Present

Hobbies

• Tennis and water sports

• Interested in stocks since high school senior stock game

investment management certificate program (imcp ... · • investment management certificate...

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