Maverick Student Investment Fund
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Maverick Student Investment Fund Employees
Walgreens September 2015 - Present
Greater Mankato Area United Way January 2015 - June 2015
Maverick Student Investment Fund January 2015 - May 2015
Shopko September 2014 - March 2015
McDonald's Corporation April 2011 - August 2014
Northwestern Mutual September 2013 - May 2014
Skills
Finance, Wealth Accumulation, Life Insurance, Teamwork, Customer Service, Public Speaking, Leadership, Time Management, Social Media, Team Leadership, Management, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Sales
Education
Minnesota State University, Mankato 2011 — 2015
Bachelor's Degree, Major: Finance. Minor: Actuarial Science
AdvisorNet Financial August 2015 - Present
Taylor Corporation September 2014 - May 2015
Maverick Student Investment Fund January 2014 - May 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Taylor Corporation December 2013 - May 2014
Minnesota State University, Mankato May 2013 - May 2014
Minnesota State University, Mankato May 2013 - May 2014
Minnesota State University, Mankato August 2012 - December 2013
Minnesota State University, Mankato January 2013 - May 2013
Minnesota State University, Mankato October 2012 - May 2013
Skills
Public Speaking, Critical Thinking, Event Planning, Leadership, Microsoft Word, Fundraising, Customer Service, Time Management, Teamwork, Facebook, Research, Cross-cultural Teams, Microsoft Excel, Community Outreach, Marketing, Social Media, Microsoft Office, PowerPoint, Nonprofits, Financial Analysis, Corporate Finance, Investments, Wealth Management..., Retirement Planning, Portfolio Performance..., Risk Analysis, Problem Solving, Scenario Analysis
Education
Minnesota State University, Mankato 2011 — 2015
Bachelor of Science (BS), Corporate Finance and Invesment Analysis
Maverick Student Investment Fund December 2014 - June 2015
Minnesota State University, Mankato September 2012 - May 2014
Minnesota State University, Mankato May 2012 - May 2014
Minnesota State Colleges and Universities October 2013 - April 2014
Minnesota State University, Mankato August 2012 - November 2013
Phi Kappa Psi Fraternity June 2012 - May 2013
Skills
Finance, Budgets, Leadership, Time Management, Communication, Teamwork, Customer Service, Event Planning, Public Speaking, Sales, Interpersonal Skill, Humor, Recruiting, Entrepreneurship, Vision, Management, Program Management, Community Outreach
Education
Minnesota State University, Mankato
Bachelor of Science (B.S.), Finance and Investments
TECHdotMN September 2015 - Present
Taylor Corporation November 2014 - May 2015
Maverick Student Investment Fund August 2014 - December 2014
Small Business Development Center August 2014 - December 2014
MTS Systems Corporation May 2014 - August 2014
Canterbury Park May 2014 - August 2014
Northwestern Mutual May 2013 - March 2014
Vector Marketing 2011 - 2011
Skills
Microsoft Office, Investments, PowerPoint, Retirement Planning, Leadership, Management, Ability to work in a..., Time Management, Microsoft Word, Marketing, Teamwork, Event Planning, Social Networking, Social Media, Sales, Public Speaking, Microsoft Excel, Team Leadership
Education
Minnesota State University, Mankato 2011 — 2015
Bachelor’s Degree, Finance, General, 3.43
Lakeville South 2007 — 2011
High School, Cum Laude
PwC January 2015 - Present
Delta Sigma Pi April 2014 - December 2014
Minnesota State Colleges and Universities - Campus Service Cooperative December 2013 - November 2014
Minnesota State University, Mankato April 2012 - November 2014
Becker Professional Education March 2012 - August 2014
CFA Institute September 2013 - January 2014
Maverick Student Investment Fund August 2013 - December 2013
Wells Fargo Bank May 2013 - August 2013
KDV January 2013 - May 2013
Morgan Stanley June 2012 - December 2012
Skills
Accounting, Leadership, Teamwork, Financial Analysis, Microsoft Excel, Investments, Finance, Critical Thinking, LinkedIn, Microsoft Office, Mutual Funds, Time Management, Customer Service, Business Analysis, QuickBooks, PowerPoint, Management, Problem Solving, Analysis, Forecasting, Team Leadership, Auditing, Financial Statements, ProSystem fx Tax, Tax Accounting, Tax Preparation, Budgets, Financial Accounting, CCH ProSystem fx, Fixed Assets, Tax Returns, Corporate Tax, Income Tax, Asset Keeper, Morningstar, Compliance, Tax Research, Tax, Metrics, MS Excel Pivot Tables, Excel models, Team Management, Event Management
Education
Minnesota State University, Mankato 2009 — 2014
Bachelor's Degree, Accounting and Finance (Investment Analysis)
Liceul "Orizont" (Moldo-Turc) 2006 — 2009
High School Diploma, 9.38/10
Maverick Student Investment Fund August 2015 - Present
Ameriprise Financial Services, Inc. June 2015 - August 2015
The Reporter January 2015 - May 2015
Talberg Lawn and Landscape May 2013 - August 2014
Target November 2011 - June 2012
Skills
Leadership, Teamwork, Microsoft Office, Team-oriented, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Dependable Team Player, Finance, Communication, Cashiering
Education
Minnesota State University, Mankato 2012 — 2016
Bachelor of Science (B.S.), Finance and Financial Management Services, 3.53
Champlin Park High School 2008 — 2012
IBM January 2015 - Present
IBM November 2013 - January 2015
IBM December 2012 - November 2013
IBM May 2012 - December 2012
CFA Institute Research Challenge August 2011 - February 2012
Maverick Student Investment Fund August 2011 - December 2011
Skills
Financial Analysis, Microsoft Excel, Team Leadership, Essbase, Variance Analysis, Financial Modeling, SPSS, Time Management, Capital IQ, Marketing, Analysis, PowerPoint, Leadership, Stata, Econometrics, Training, Public Speaking, Financial Reporting, Lean Six Sigma, Finance, Customer Service, Microsoft Office
Education
Minnesota State University, Mankato 2007 — 2012
Bachelor's of Science, Majors: Finance, Economics, Cum Laude
Norwest Mezzanine Partners April 2015 - Present
Prudential Capital Group May 2012 - March 2015
Teneca, LLC January 2012 - May 2012
Marquette Asset Management August 2011 - December 2011
Maverick Student Investment Fund January 2011 - December 2011
Skills
Bloomberg, Capital IQ, Portfolio Management, Mezzanine, Valuation, Investment Banking, Credit, Finance, Equity Capital Markets, Equity Research
Education
Minnesota State University, Mankato 2008 — 2012
Bachelor of Science (B.S.), Economics and Finance
IBM February 2015 - Present
IBM January 2014 - Present
IBM June 2012 - January 2014
Barnes & Noble College Booksellers April 2010 - May 2012
Minnesota State University, Mankato August 2008 - May 2012
Maverick Student Investment Fund August 2011 - December 2011
Larson Shannahan Slifka Group, LLC May 2011 - August 2011
Randy Demmer for U.S. Congress June 2010 - November 2010
Skills
Financial Analysis, Fundraising, Microsoft Excel, Project Planning, Analysis, Customer Service, Finance, Cognos TM1, PowerPoint, Public Speaking, Forecasting, Microsoft Office, Event Planning, TM1, Data Analysis, Networking, Hyperion Performance..., Essbase, Lotus Notes, Time Management, Standard & Poor's..., Research, Lotus Connections, SPSS, Lean Six Sigma, Leadership
Education
Minnesota State University, Mankato 2008 — 2012
B.S., Finance, Corporate Finance Emphasis
Lourdes High School 2004 — 2008
High School Diploma, General Studies
IBM August 2013 - Present
Wells Fargo Home Mortgage June 2013 - August 2013
Living Life Limousine May 2012 - June 2013
Maverick Student Investment Fund August 2012 - January 2013
SoftPort Consulting Group, LLC. May 2005 - May 2012
Menards May 2008 - August 2010
Skills
Microsoft Excel, Time Management, Microsoft Word, QuickBooks, Financial Analysis, Sales, Customer Service, Social Networking, Technical Communication, Analysis, Forecasting, Accounting, Microsoft Access, Team Leadership, Microsoft Office, Outlook, Financial Modeling, Access, Inventory Management, Public Speaking, Corporate Finance, Finance, Capital IQ, Teamwork, Data Entry, Training, PowerPoint, Stock Research, Essbase, Brio Query, Lotus Notes, Brio Reports, Process Development
Education
Minnesota State University, Mankato 2008 — 2013
Bachelor of Science (B.S.), Corporate & General Finance
Stillwater Area High School 2006 — 2008
High School Diploma, General Education
IBM January 2015 - June 2015
Maverick Student Investment Fund August 2014 - December 2014
FedEx Ground May 2014 - August 2014
FedEx Ground May 2013 - August 2013
Pine Tree Apple Orchard September 2008 - August 2013
Menards May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Teamwork, Customer Service, Retail, Social Media, HTML, Windows, Agriculture, Bakery
Education
Minnesota State University, Mankato 2011 — 2016
Bachelor of Science (BS), Accounting and Finance