Investment Management Certificate Program (IMCP ... › people.uwm.edu › dist › ... · Investment Management Certificate Program • Participate in a 21-month CFA University Affiliated

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

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

Class of 2020 Resume Packet:

Alex Barenklau David Bieberitz

Julia Bruns John Ellison

Timothy Greci Alexander Gwinn

Jacob Harley James Hawley

Zachary Johnson Even Ketterhagen Zachary Liermann

Sara Renger Lucas Volpe

Jonathan Walther Thomas Wendler

Asher Wiskow

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

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

ALEX BARENKLAU 7971 South 6th Street Apt #240 • Oak Creek WI 53154 • (608) 558-7414 • [email protected]

EDUCATION:

University of Wisconsin–Milwaukee

Master in Science in Management–Finance Analysis Anticipated Graduation: May 2020

Graduate Cumulative GPA: 3.00/4.00

Investment Management Certificate Program

• Participate in a 21-month CFA University Affiliated Program (lubar.uwm.edu/IMCP)

• Aid in monitoring and rebalancing real portfolios with over $7 million of cumulative AUM

• Analyze securities over multiple asset classes

• Present performance and attribution to internal and external investment boards

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

CFA Level I Candidate

University of Wisconsin–Milwaukee

Bachelor of Business Administration Graduated 2017

Major: Finance

PROFESSIONAL EXPERIENCE:

Panther Painting LLC Milwaukee, WI

Owner and operator of painting business May 2017–Present

• $58,000 in sales throughout summer 2017

• Generated leads through door to door and online marketing

• Handled all client relations, estimates, and production management

• Net profit of $34,000

• 100% satisfaction rating with 21 clients

College Works Painting Milwaukee, WI

Internship running a painting business June 2014–November 2016

• Developed and implemented a marketing strategy yielding over 450 exterior painting leads

• Went door to door to residential homes to generate leads for painting jobs

• Developed detailed painting estimates for prospective clients

• Hired, trained, and managed two crews and seven employees and was responsible for production

management, customer service, and quality control of 65 jobs

• Achieved revenues of $208,000 with a 40% profit margin and ranked in the top 1%

• Maintained a high customer satisfaction rating

College Painter Recruiter Milwaukee, WI

Recruiter of new interns Fall 2014

• Presented in classrooms of 100-200 students to recruit future managers

• Interviewed and recruited a team of 21 students from an applicant pool of over 1,500 students

• Conducted over 400 interviews with interview group sizes ranging from 1-4 people

TECHNICAL SKILLS:

• Bloomberg and FactSet

• Microsoft Excel, Word, PowerPoint, and VBA programming

DAVID BIEBERITZ N36 W7505 Buchanan Court • Cedarburg WI 53012 • (262) 416-2491 • [email protected]

EDUCATION:

University of Wisconsin – Milwaukee

Bachelor of Business Administration Anticipated Graduation: May 2020

Major: Accounting & Finance

Cumulative GPA: 3.796/4.000

Dean’s Honor List: 2015, 2016, 2017, and Spring 2018






Financed a significant portion of my tuition/living expenses through a scholarship and employment while a full-

time student


Brady Corporation Brown Deer, WI

Internal Audit Intern June 2018–August 2018

• Tested SOX Controls for seven different countries

• Created an audit report of the mobile phone expenses

• Performed an audit of the travel and entertainment expenses

Vogel Consulting, LLC Brookfield, WI

Finance and Tax Analyst Intern January 2018–April 2018

• Prepared 2017 financial statements

• Prepared individual, trust, and partnership returns

• Performed a rollover of previous year financials

Fortis Management Group, LLC Milwaukee, WI

Accounts Payable Analyst Intern October 2016–December 2017

• Analyzed and edited invoices from 60 different health care centers

• Determined the correct general ledger account numbers for invoices

• Worked with other team members in a corporate environment

Traffic Analysis and Design Inc. Cedarburg, WI

Traffic Data Collection Technician May 2013-September 2017

• Completed studies of vehicles in intersections and parking lots

• Entered and worked with data in Excel

• Assisted in training new employees

TECHNICAL SKILLS:

• Bloomberg, FactSet, SAP, and Prosystem fx Tax

• Microsoft Excel (Microsoft Office Specialist Certification), Word, and PowerPoint

HONORS/AWARDS:

• Recipient, Lubar Scholarship September 2015–Present

▪ 4-year scholarship worth a total of $23,000

• Recipient, John Philip Sousa Band Award May 2015

▪ Award given to the most talented instrumentalist in High School

JULIA BRUNS 1813 E Windsor Pl • Milwaukee WI 53202 • (920) 905-5155 • [email protected]

EDUCATION:



Major: Finance


Dean’s Honor List: 2015-2018








Robert W. Baird Milwaukee, WI

Trading Operations and Global Settlements Intern March 2017–Present

• Work within a team to assist in the settlement of failing trades to prevent buy-ins and sell-outs

• Direct foreign trades to international markets

• Create and update client trading accounts, both foreign and international

• Communicate with traders and institutional clients to confirm trade details for booking or rebilling

• Assist clients with collecting proper documentation for their auditing process

• Update a daily Profit and Loss log

• Participated in on-campus recruiting during UW-Milwaukee’s career fairs and networking events

• Competed as an intern case competition finalist

Rock Bottom Restaurant and Brewery Milwaukee, WI

Banquet Captain and Server February 2017–Present

• Led a team of servers to set up party rooms and serve food/cocktails at events such as wedding

receptions and corporate holiday parties

• Managed multiple tables while maintaining high sales and customer service scores

• Assisted other areas of the restaurant such as the kitchen and bar during periods of high guest traffic

Warrens Restaurant Manitowoc, WI

Head Server November 2012 -January 2017

• Worked with a team to help plan and implement charity events to support the community

• Assisted with logistics, advertising, and recruiting volunteers

• Trained new servers in providing excellent customer service and conflict resolution techniques

TECHNICAL SKILLS:


• Microsoft Excel, PowerPoint, Outlook, Word, and Access

• Fidessa Trading Platform and Data Administrator

• Thomson Reuters Beta System

• Citidirect Transaction Manager

ACTIVITIES AND AWARDS:

• Milwaukee Public Schools Classroom Volunteer/Tutor September 2016-November 2016

• Douglas and Jean Schwinn Opportunity Scholarship ($6,000)

• Donald and Eunice Dow Foundation Scholarship ($5,000)

JOHN R. ELLISON 815 Genesee Street • Delafield, WI 53018 • (262) 408-7967 • [email protected]

EDUCATION:

University of Wisconsin – Milwaukee Anticipated Graduation: May 2020



• Analyze securities, aid with real portfolios (over $7 million), and present to professionals

Finance 60% of tuition/living expenses through employment while part-time student & studying for CFA exams

University of Wisconsin – La Crosse

Major: Finance (Risk, Insurance, & financial planning) 2014–2018

Minor: Economics

Cumulative Business GPA 3.01/4.00

Financed 90% of tuition/living expenses through employment while full-time student & playing college football

Concordia University Wisconsin 2013-2014

Major: Sport Management

GPA: 3.18/4.00


John Ellison Advisory Group, Ltd. Delafield, WI

Paraplanner & Financial Representative May 2018–Present

• Schedule client appointments, update client financial plans, and handle client service requests

• Develop Morningstar principia pro investment product and portfolio client profiles for client reviews

• Analyze insurance, annuity, and investment products for investment, estate, and planning objectives

• Prepare client Money tree financial retirement plans and income tax planning reports, which includes

review of social security and pension income taxation, trusts, retirement portfolio, and estate plans

• Research life and disability insurance and profile alternative insurance products

• Review employer benefits and integrate with clients’ personal insurance, retirement, and estate plans

• Explain JEAG perspectives of current geopolitical paradigms impacting country specific

macroeconomic monetary policies driving microeconomic financial opportunities, objectives, and goals

• Assist in client property acquisitions by developing real estate valuation and return models that include

market price, tax, and cash flow approaches with alternative overhead and occupancy assumptions

Delafield Rivers Gateway Delafield, WI

Property Manager May 2018–Present

• Conduct competitor research, manage pricing, and create flexible lease agreements

• Market to (on Craigslist and Facebook and website) tenants and screen and find tenants

• Manage maintenance, repairs, IT, budget and records, and collect rents

Modern Woodmen of America La Crosse, WI

Internship September 2017-December 2017

• Created 100-person client base and business plan, and learned various assets and financial products

TECHNICAL SKILLS:


• Microsoft Excel, Word, PowerPoint, Access, Outlook, and OneNote

• Prezi, TD Ameritrade, Morningstar, WordPress, Money Tree

OTHER ACTIVITIES:

• Played football in college (2013-2016) and high school and participated in other sports

• Volunteer at Salvation Army (15 hours), Wisconsin State Powerlifting (2016), and two youth football

camps (2013-16)

TIMOTHY D. GRECI 3037 N Downer • Milwaukee WI 53211 • (574) 855-6895 • [email protected]

EDUCATION:

University of Wisconsin-Milwaukee


Majors: Finance and Information Technology Management


Dean’s Honors List: 2017, 2018






Business Scholars Program

• Small rigorous classes with hands-on learning through case studies and group projects


Robert W. Baird & Co. Milwaukee, WI

Rotational Intern May 2018-Present

• Fixed Income Capital Markets/Public Finance: Learn process of debt origination, assist in office

accounting, help with client relationship management, use Bloomberg to analyze fixed income markets,

assist sales associates in business transactions, and perform general administrative tasks on trading desk

• Asset Management: Assist with portfolio operations

• Equity Capital Markets: Learn to research and evaluate stocks

• Intern Case Competition winner proposing a sustainability initiative

South Bend Country Club South Bend, IN

Golf Course Maintenance Worker May 2017-August 2017

• Performed difficult manual labor, including operating multiple types of equipment as part of

maintenance team that performed necessary daily tasks

TECHNICAL SKILLS


• Microsoft Excel, Word, and PowerPoint

OTHER ACTIVITIES

• NCAA Division I Swimmer, University of Wisconsin-Milwaukee August 2016-Present

o Team Captain August 2017-Present

• Student Athlete Advisory Committee Member August 2017-Present

• University of Wisconsin-Milwaukee Multicultural Mentoring Program August 2017-May 2018

o Paired with Robert W. Baird & Co.

• Robert W. Baird & Co. Mentoring Circles Program July 2018-Present

o Selective mentorship program with Baird and the University of Wisconsin-Milwaukee

• Appalachian Service Project June 2013

o Five-day mission trip in southwest Kentucky

o Construction and repair on houses, operated tools, and worked on a team to complete project

• Local Mission Trip June 2014

o Five-day mission trip in South Bend, IN

o Served on team that rebuilt an entire upstairs bathroom in a 100-year-old home

mailto:[email protected]

ALEXANDER GWINN N50W16779 Maple Crest Lane • Menomonee Falls, WI 53051 • (262) 751-3294 • [email protected]

EDUCATION:



Major: Finance Minor: Business German


Dean’s Honor List: Fall 2016 to Present (Spring 2018)








Culver’s Franchise LLC West Allis / Brookfield, WI

Assistant Manager April 2016–Present

• Conduct weekly inventory of entire storefront and submit semiweekly product orders

• Restock and empty cash registers and account for changes in cash flows in registers and the ledger

• Assist and train employees at various store positions

Frantl Spray Industries Sussex, WI

Machine Operator May 2017–Present

• Operate and upkeep multiple pieces of heavy machinery

• Responsible for maintenance and repairs for all equipment at job sites

• Assist and train other crew members in proper machine usage while meeting OSHA standards

Sugar River County Bakery (Private Vendor) Oregon, WI

Sales Associate June 2011–August 2015

• Initiated hands-on sales interactions with local customers

• Organized and maintained display products and inventory

TECHNICAL SKILLS:

• Bloomberg, FactSet, and R Studio

• Microsoft Excel, Word, PowerPoint, and Access

• German fluency with B2 certification

OTHER ACTIVITIES:

• Student Investment Club January 2017–Present

o Research and pitch new stocks for purchase and monitor existing positions

• University of Wisconsin–Milwaukee:

o Member of Delta Phi Alpha, a German national honor society May 2017-Present

o Member of Business Scholars Class of 2020, a select group of 30 Lubar Business students

taking advanced versions of core business classes

• Hobbies:

o Basketball – Intramural member at the University of Wisconsin Milwaukee since Fall 2016

o Rock climbing – Avid indoor and outdoor climber since 2011

JACOB HARLEY 2411 Deercrest Ct • Waukesha WI 531881 • (262) 527-0620 • [email protected]

EDUCATION:



Major: Finance

Dean’s Honor List: 2017 and 2018

Business Core GPA: 3.603/4.000



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

The Giersch Group Milwaukee, WI

Lead Associate Jan 2018–Present

● Create dashboards that provide clients an understanding of their businesses’ current financial health ● Construct dashboard template to include P&L, BS and SCF analysis vs. industry for small businesses

● Attend clients’ monthly board service meeting to explain financial health/trending ratios vs. industry

● Provide bookkeeping services to clients

● Conduct analysis of partner buyouts, business reviews, and compensation studies

● Generate and maintain monthly profitability reports

● Assist with LLC and S-corp. payroll taxes

● Manage and train associates

Sendiks Waukesha, WI

Meat/Seafood Associate June 2017–Jan 2018

● Provided a customized butchering experience ● Stocked a full meat and seafood case

● Maintained sanitation of department

Applewood Drywall and Plastering Waukesha, WI

General Laborer June 2016–Aug 2018

● Delivered materials to and from job sites

● Sealed joints between plaster boards or other wallboards

TECHNICAL SKILLS:

● Bloomberg and FactSet ● Microsoft Excel, Word, and PowerPoint ● Bloomberg Market Concepts Certified and QuickBooks Pro Certified

OTHER ACTIVITIES:

● Student Investment Club–Secretary May 2018–Present o Assist in managing $60,000 and leading the club on both the investment and administrative side o Monitor how changes in the political, economic, and legal landscape will affect the market

● Student Investment Club–Financial Sector Analyst December 2017–May 2018 o Researched and pitched new stocks for purchase and monitored existing positions o Presented every Monday on news within sector and performance/changes in the fund’s stocks

● Student Investment Club-Consumer Discretionary Analyst August 2017–December 2017 o Researched and pitched new stocks for purchase and monitored existing positions o Presented every Monday on news within our sector and performance/changes in the fund’s

stocks

JAMES HAWLEY 3478 N Downer Ave • Milwaukee WI 53211 • (262) 443-7162 • [email protected]

EDUCATION:



Major: Finance & Economics


Finance GPA: 3.75/4.00

Dean’s Honor List: 2017, Spring 2018






Arizona State University – Tempe

Major: Professional Healthcare Sciences Fall 2015–Spring 2016


UWM Recreation Center Milwaukee, WI

Building Manager February 2017–Present

• Manage sales and cash reconciliations

• Provide training for new employees

• Provide customer service by directing calls, questions, and assisting patrons

• Facilitate communications throughout building

• Oversee security and risk management

Waukesha Express Swim Club, Inc. Waukesha, WI

Swim instructor & Lifeguard April 2014–September 2016

• Managed cash sales and provided customer service

• Led large classes on how to competitively swim

Abercrombie & Fitch Stores, Inc. Milwaukee, WI

Sales Associate July–August 2016

• Provided customer service in store and over phone

• Handled cash and card sales

TECHNICAL SKILLS:



OTHER ACTIVITIES:

• Baird Mentoring Circles Program July 2018–Present

• Student Investment Club–Member February 2018–Present

• College Republicans at UWM–Member February 2018–Present

• Hobbies: Personal investment management, swimming, and bodybuilding

ZACHARY JOHNSON 665 S Oak Park Court • Milwaukee WI 53214 • (414) 520-2315 • [email protected]

EDUCATION:


Bachelor of Business Administration, Fall 2016

Major: Finance

Business/Economic GPA: 3.45/4.00

Dean’s Honor List: 2015, 2016






Financed 100% of tuition/living expenses through employment while a full-time student and parent


Robert W. Baird

Milwaukee, WI

Account Transactions-IRA Specialist March 2018–Present

• Communicate IRS rules for IRAs and other specific situations to advisors

• Monitor, adjust, and recommend appropriate options by state for retirement and education planning

Robert W. Baird

Milwaukee, WI

Account Transactions-IRA Intern November 2017–March 2018

• Performed various duties for processing client financial information

• Worked in a diverse environment built around teamwork and effective communication

• Ability to multitask and work with other departments in operations for the mutual benefit of clients

MetLife/MassMutual

Milwaukee, WI

Administrative Assistant January 2016–December 2016

• Ensured a work environment of trust and professional communication

• Assisted clients and wealth managers with various tasks

The Lowlands Group

Milwaukee, WI

Server/Manager March 2012- August 2015

• Developed ability to resolve disputes while providing a high level of customer satisfaction

• Performed financial management transactions

TECHNICAL SKILLS:


• Microsoft Excel, Word, PowerPoint, Windows/Vista

OTHER ACTIVITIES:

• Amplified Trading portfolio simulation

• St. John’s Northwestern Military Academy Alumni 2007

o Endless opportunities to speak with and help young men

• Phi Sigma Kappa Fraternity

o Mentor young members through real life

EVAN A. KETTERHAGEN 8927 371 Ave. • Twin Lakes, WI 53181 • (262) 210-5302 • [email protected]

EDUCATION:

University of Wisconsin – Milwaukee Anticipated Graduation: 2020

Certificate in Investment Management

Investment Management Certificate Program (21-Months) (lubar.uwm.edu/IMCP)

• A CFA University Affiliated Program

• Analyze individual securities over multiple asset classes

• Monitor and rebalance portfolios of real money

• Report performance and attribution to both internal and external investment boards for over $7 million

of cumulative AUM

University of Wisconsin – La Crosse

Bachelor of Business Administration Graduated: May 2018

Major: Finance

Minor: Accounting


Dean’s Honor List: 2015, 2016, 2017, 2018


A Grande Limo, LLC Summers 2015 – Present

Grounds Crew

• Maintain 36 acres of lake front property

• Oversee irrigation operations on site

City of Onalaska

Referee Winters 2017 – 2018

• Officiated youth basketball games

American Girl June 2014 – August 2014

Warehouse Employee

• Unloaded and loaded products

• Prepared and scanned products into the inventory system

TECHNICAL SKILLS:



HONORS AND ACTIVITIES:

• Manage a personal stock portfolio February 2017 – Present

• Investment Club member at the University of Wisconsin La Crosse September 2017 – May 2018

• Ab Nicholas Scholarship recipient September 2014 – May 2018

ZACHARY LIERMANN 8730 W Center St • Milwaukee WI 53222 • (920) 629-9912 • [email protected]

EDUCATION:



Majors: Finance and Accounting


Dean’s Honor List: 2016, 2017, 2018






Business Scholars Program: One of 30 business students selected for rigorous seminar-style courses


Briggs & Stratton Corporation Wauwatosa, WI

Corporate Finance Intern May 2018–August 2018

• Created a financial model for the corporate development team to project earnings and cash flows

• Assisted management in preparing deliverables for various external audits

• Developed Excel templates to help maintain data integrity throughout an ERP system upgrade

U.S. Army, 2nd Battalion 75th Ranger Regiment Tacoma, WA

Squad Leader October 2013–June 2016 • Led a 9-man squad, and was responsible for the collective training and execution of special operations

missions that were designated critical to the Department of Defense

• Rated #1 of 9 squad leaders by the company commander during an annual performance evaluation

• Collaborated with platoon, company, and joint units’ leadership in analyzing, planning, and executing

over 40 highly complex special operations raids involving 150 personnel

• Managed the accountability, distribution, and maintenance of the platoon’s inventory of equipment

valued at more than $1,000,000

U.S. Army, 2nd Battalion 75th Ranger Regiment Tacoma, WA

Team Leader / Infantryman June 2008–October 2013

• Supervised a 4-man team within a squad, and was responsible for individual and collective training of

each team member

• Led team on more than 40 time-sensitive raids targeting high value individuals in support of a joint

special operations task force

• Developed and mentored three subordinates, resulting in their graduation from U.S. Army Ranger

School; the Army’s premier leadership school

TECHNICAL SKILLS:


• Microsoft Excel, Word, PowerPoint

OTHER ACTIVITIES:

• Student Investment Club–Member March 2017–Present

o Student led organization managing a $70,000 portfolio

• Big Brothers Big Sisters of Metro Milwaukee–Mentor July 2017–Present

o Mentor little brother through shared experiences and setting goals for his future

• U.S. Army Special Operations Command Soldier of the Year 2011

o Designated as the major command’s 2011 Soldier of the Year, out of more than 20,000 soldiers,

through a series of rigorous competitions testing mental aptitude and a broad range of technical

skills

SARA RENGER 3042 N Frederick Ave • Milwaukee WI 53211 • (608) 415-7224 • [email protected]

EDUCATION:



Major: Finance


Dean’s Honor List: 2016, 2017, 2018







Milwaukee County Parks Milwaukee, WI

Poetry in the Park Marketing Intern March 2018-Present

• Obtain and manage rental equipment, setup and breakdown of events

• Manage social media accounts and advertising

• Work alongside Juneau Park Friends to synergize advertising

• Collect, analyze, and archive event data

Willow Creek Farms Loganville, WI

Laborer/Landscaper June 2012-August 2017

• Planted, maintained and harvested crops

• Cared for livestock

• Maintained buildings and landscaping

• Transported livestock to Wisconsin farms

• Aided in planning events for area chefs and consumers

TECHNICAL SKILLS:


• Microsoft Excel, Word, PowerPoint, and Access

OTHER ACTIVITIES:

• University of Wisconsin-Milwaukee:

o Member of Alpha Kappa Psi, a business fraternity

o Member of Mortar Board National College Senior Honor Society

o Member of Golden Key Association, and international honor society

o Finance and Fundraising Chair of Panther Miracle Network Dance Marathon

• Attended the LeaderShape Institute July 2018

• Completed Sophomore Springboard March 2018-April 2018

o Trained in leadership tactics

• Completed Lead the Change October 2017-November 2017

o Learned how to be an ally, advocate, and activist through this socio-cultural program

• Cambridge Community Council Business Manager September 2016-May 2017

• Hobbies:

o Bass guitar, downhill skiing, cooking

LUCAS R. VOLPE 141 N. Jackson St, Milwaukee, WI 53202 • (217) 855-5595 • [email protected]

EDUCATION:


MS – Finance Anticipated Graduation: May 2020



• Aid in monitoring and rebalancing real portfolios with over $7 million of cumulate AUM



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

University of Wisconsin – Milwaukee Graduated: December 2016

Bachelor of Business Administration: Major: Finance

Certificate: International Business

Cumulative GPA: 3.3/4.0, Major GPA: 3.6/4.0

Dean’s Honor List: 2015, 2016

FINANCIAL EXPERIENCE:

Investment Banking Analyst Intern July 2018 – Present

Drexel Hamilton LLC – Milwaukee, WI

• Prepare various presentation materials for use in transactions, covering topics such as strategic

alternatives, financial performance, capital markets activity and general corporate finance

• Build financial models to evaluate performance under various operating scenarios and to analyze the

impacts of different capital structures and potential M&A transactions

• Participate in all stages of transaction executions and assist with various projects

Securities Specialist – Corporate Actions July 2017 – June 2018

US Bank – Milwaukee, WI

• Serviced all forward and reverse stock splits, liquidations or worthless securities, mandatory puts, name

changes or mandatory exchanges, payment in kinds and one for one stock merger

• Posted securities to accounts by balancing securities in DTCC to SEI

Securities Specialist - Depository

US Bank – Milwaukee, WI January 2017 – June 2017

• Conducted stock and bond security trades, and free movement and settlement for high/ultra-high net

worth and institutional clients

• Ensured that all requests were completed timely and accurately and in compliance with policies

• Processed security delivery and receipts, withdrawal by transfer certificates, direct registration system

profile modifications, direct deposit/withdrawals at custodian, worthless security movements, frozen

letters, and Fed movements

Financial Research Intern

McAtee Financial - Mount Zion, IL June 2015 – August 2015

• Performed mutual fund research and presented potential investments for portfolios

• Prospected local school teachers for retirement accounts

• Collaborated with owner to conduct trading, disclosure statements, and risk analysis

BUSINESS SKILLS:

• Technical proficiency in Microsoft Office (Excel, Word, PowerPoint), Bloomberg, FactSet, and ACT

• High regard for attention to detail while maintaining urgency for deadlines

• Knowledgeable in client advisory and account or portfolio servicing

• Strong business communication skills (oral and written)

JONATHAN WALTHER 3252 Prairie Hollow Drive • Richfield WI 53076 • (262) 844-8492 • [email protected]

EDUCATION:



Major: Finance

Cumulative UWM GPA: 3.55/4.00

Finance Major Coursework GPA: 3.70/4.00

Dean’s Honor List: 2018








Northwestern Mutual Germantown, WI

Financial Representative May 2017- January 2018

• Established and maintained client relationships

• Analyzed clients’ goals and visions to uncover financial solutions

• Ensured proper documentation of personal client information

• Collaborated and facilitated joint work with senior advisors

Gehl Foods LLC Germantown, WI

Warehouse Operations Associate May 2011- July 2017

• Handled shipping and receiving of raw materials for production needs

• Trained new employees on warehouse operations and ERP system transactions

• Ensured proper warehouse cleaning and organization

• Achieved positive results without supervision

Roberts Frozen Custard Germantown, WI

Crew Member May 2010- August 2011

• Delivered quick and quality service to customers

• Prioritized responsibilities effectively

TECHNICAL SKILLS:

• Bloomberg and FactSet (Summer 2018+)


OTHER ACTIVITIES:

• PeepTrade University Investment Challenge Spring 2018

• Student Investment Club Fall 2018

HOBBIES:

• Two years of personal investment management and platform trading

• Twenty+ years of competitive recreational and club soccer

• Seven years of working on and modifying automobiles

THOMAS WENDLER 2071 Spring Valley Rd • Jackson WI 53037 • (262) 343-3406 • [email protected]

EDUCATION:



Major: Finance



• Engaging in a 21-month CFA University Affiliated Program (lubar.uwm.edu/IMCP)

• Aiding in monitoring and rebalancing real portfolios with over $7 million of cumulative AUM

• Analyzing securities over multiple asset classes

• Presenting performance and attribution to internal and external investment boards

University of Wisconsin – Washington County

Major: General Studies September 2016– December 2017

Cumulative GPA 3.40/4.00


Gehl Foods Germantown, WI

Warehouse Associate October 2016–Present

October 2010–August 2012

• Ensure accuracy of transfers

• Create bills of lading

• Perform inventory control

United States Marine Corps Camp Lejeune, NC

Platoon Advisor August 2012–August 2016

• Led Marines in combat and over 50 training operations

• Awarded Navy and Marine Corps achievement medal as well as good conduct medal

• Adapted to and overcame adverse situations

• Participated in operations with diverse groups of people including the ANA, British Armed Forces,

Australian Army, and the Republic of Korea Armed Forces

TECHNICAL SKILLS:



OTHER ACTIVITIES:

• PeepTrade University Investment Challenge

o Compete with a virtual portfolio against other universities

• Technical analysis within Excel utilizing regression theorems

• Certified in high intensity tactical training

ASHER WISKOW N74W28695 Zimmers Xing • Hartland, WI 53029 • (262) 337-0515 • [email protected]

EDUCATION:



Major: Finance Minor: Computer Science


Dean’s Honor List: Fall 2016, Spring 2017






Member of Business Scholars Class of 2020, a group of students with strong academic performance who

complete more rigorous core business classes



Ausblick Ski Resort Sussex, WI

Assistant Manager November 2015–Present

• Create and distribute identification cards to staff and members

• Handle and document daily sales of lessons and merchandise up to $3,000

• Train new employees to use the company’s documentation and identification software

Lakehome Handyman LLC Oconomowoc, WI

General Laborer May 2018–Present

• Undertake physically demanding work that requires grit and mental toughness to complete

• Work one to four jobs per day, challenging adaptive skills and quick thinking

• Find ways to improve efficiency as well as quality to move from job to job effectively

TECHNICAL SKILLS:


• Microsoft Excel, Word, and Access

• Intuit QuickBooks

• Website maintenance for Concise Controls LLC

• Competent in various programming languages:

o Python, R, C

OTHER ACTIVITIES:

• Outside Hitter on UWM Men’s Club Volleyball team

• Amateur video editing in programs such as Adobe After Effects and Sony Vegas Pro

• Building and maintaining high power desktop computers

• Various indoor and outdoor activities and sports

o Golf, basketball, soccer, and weightlifting

Documents

Investment Management Certificate Program (IMCP ... › people.uwm.edu › dist › ... · Investment Management Certificate Program • Participate in a 21-month CFA University Affiliated