David Adelsberg Email & Phone Number

State College, Pa, Us

State College, Pa, Us

• Chief Operating Officer of the non-profit organization that has raised over fourteen-thousand dollars for children suffering from food insecurity • Oversee the preparation and completion of each event held as well as conducting meetings with organizations to ensure fundraisers are ran smoothly

• Engage in sector educational sessions to learn about portfolio management and valuation techniques such as DCF and Comparable Analysis utilized by the Nittany Lion Fund, a ~$14.00 M hedge fund of investors’ capital managed by students• Research potential holdings and compile various relevant valuation models through fundamental analysis, analyst reports and comparable analysis using data from SEC Filings, FactSet, and Bloomberg Terminal data

• Engage in education sessions to learn about technicalities of Accounting, Fixed-income Markets, Equity markets, and Raising capital through debt and equity• Participant in weekly reports and market meetings prior the opening bell

New York, Ny, Us

• Completed reports analyzing content attributed to emerging markets, economic overviews, and U.S equities which were used in advising clients • Aided in constructing asset and asset allocation documents intended for high-net-worth clientele employing the company software provided • Engaged in multiple constructive conversations with advisors, analysts, and managers that addressed the nature of wealth management and investing • Created a catalog of current and potential clients through excel for organizational purposes along with the competition of other administrative duties• Frequently partook in client meetings where informative reports I created were read and used by the clients and advisors

- Worked as a versatile employee for the Village Inn - Would perform bar backing duties as well as being a food runner

University Park, Pa, Us

• Contributed to a 2021 Big Ten Regular Season Championship and a 2021 Big Ten Tournament Championship• Gained experience in working collaboratively with team approach to shared goals• Perform in 25+ hour practice weeks while balancing full time course work, leading to the team earning All-Academic honors and individual honors, awarded to teams with an average GPA of a 3.5 or higher