As President of the Wheaton College Student-Managed Investment Fund, I had the privilege of leading a team of motivated students in managing a real investment portfolio. In this role, I was responsible for overseeing all aspects of the fund’s operations, including investment strategy, portfolio management, and team collaboration.My duties included conducting thorough market research, analyzing potential investment opportunities, and making strategic decisions aimed at maximizing returns… Show more As President of the Wheaton College Student-Managed Investment Fund, I had the privilege of leading a team of motivated students in managing a real investment portfolio. In this role, I was responsible for overseeing all aspects of the fund’s operations, including investment strategy, portfolio management, and team collaboration.My duties included conducting thorough market research, analyzing potential investment opportunities, and making strategic decisions aimed at maximizing returns while managing risk. I also led weekly meetings, during which I facilitated discussions on market trends, evaluated the performance of existing investments, and reviewed new proposals from team members.A key part of my role was ensuring effective communication and collaboration within the team. I worked closely with each member to develop their analytical skills and deepen their understanding of financial markets. Additionally, I maintained regular communication with the faculty advisor and reported on the fund’s performance to the college administration and donors.Under my leadership, the fund not only achieved its financial goals but also provided valuable, hands-on experience in investment management to all participants. My tenure as President was marked by a commitment to fostering a collaborative learning environment while driving the fund’s success. Show less

I helped Koch Industries optimize their non-profit work throughout greater Chicagoland area.