Tampa, Florida, United States
- Built sales, prospecting, and client relationship skills in solar and insurance sales
- The fund is part of the Madden School of Business Finance program and brings together academic study, investment research and investment management in a real dollar student managed fund. Students manage a $1,200,000 portfolio (48th largest student managed fund in America) by undertaking research on potential investments and writing professional investment reports which they present to the Board of Managers who are the investors in the fund.
- Shadowed Financial Advisor’s day to day activities including prospecting, running meetings, and servicing clients - Gained experience using Morningstar and Asset Map