Jack Mannschreck Email & Phone Number

Fort Collins, Colorado, United States

Provided operations and investment support to the portfolio management teamManaged TRWM's covered call strategy, including option writing, pricing, and tradingImplemented various changes to the existing covered call strategy to increase efficiency and maximize contract yield on an annualized basisResearched various small/mid cap companies across the Consumer Discretionary and Communication Services sectorsAnalyzed and traded several fixed income products and ensured proper… Show more Provided operations and investment support to the portfolio management teamManaged TRWM's covered call strategy, including option writing, pricing, and tradingImplemented various changes to the existing covered call strategy to increase efficiency and maximize contract yield on an annualized basisResearched various small/mid cap companies across the Consumer Discretionary and Communication Services sectorsAnalyzed and traded several fixed income products and ensured proper allocations were in orderDrafted reports summarizing current market conditions for use in client meetingsDeveloped composite reports to compare the firm's performance to that of major benchmarksIdentified opportunities to improve TRWM's business processes to increase efficiencySupported the investment, research, and trading functions of TRWM Show less

Fort Collins, Colorado, United States

Consolidated data efficiently and effectively Initiated fund transfers for various trust clients Authored investment policy statements for clients in Docusign and updated account information accordinglyAdjusted clients’ net worth, cash flows, and future goals in programs such as E-money and Money Guide ProWorked with the CFO by documenting trades, assigning risk categories to local assets, and other miscelanious projects

Providence, Rhode Island, United States

• Oversaw fund's sector analysis, and ensured it was in accordance with the investment policy statement's objectives• Prepared weekly reports on important macroeconomic factors and developments in the market• Directed the investment research for the fund and assisted analysts with their research

Providence, Rhode Island, United States

• Analyzed various securities across multiple sectors, proposed stocks and ETFs for the fund to target• Presented stock pitches on securities deemed to be undervalued using technical and financial analysis• Prepared weekly reports on the state of multiple sectors, their deviation from the benchmark index, and relevant news on any securities that are held

Providence County, Rhode Island, United States

• Evaluated clients’ financial plans on behalf of Ameriprise financial advisors and their practices• Drafted detailed and simple financial plans for advisors in a timely manner• Updated and created financial plans for clients in Advicent Navi-plan and Money Guide Pro

Bachelor'S Degree, Finance, General, Gpa: 3.98/4.00

Activities and Societies: Finance Investment Academy, (FIA) Treasurer: 2019-Dec 2021, Finance Investment Academy, President: Dec 2021-May.

Education record