Jacob Phillips
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Jacob Phillips Email & Phone Number

Finance Student at the Kelley School of Business
Location: Minneapolis, Minnesota, United States 10 work roles 2 schools
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Role
Finance Student at the Kelley School of Business
Location
Minneapolis, Minnesota, United States

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Jacob Phillips is listed as Finance Student at the Kelley School of Business based in Minneapolis, Minnesota, United States. AeroLeads shows a matched LinkedIn profile for Jacob Phillips.

Jacob Phillips previously worked as 2024 Investment Banking Summer Analyst at Intrepid Investment Bankers and Summer Intern at Agora Supply. Jacob Phillips holds Bachelor Of Science - Bs, Finance, General from Indiana University - Kelley School Of Business.

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About Jacob Phillips

Senior at the Kelley School of Business majoring in Finance. Please do not hesitate to reach out at jiphilli@iu.edu.

10 roles

Jacob Phillips work experience

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Summer Intern

New Hope, Minnesota, United States

May 2023 - Aug 2023

Knall-Cohen Investment Fund – Equity Research Analyst

Bloomington, Indiana, United States

One of 58 faculty-selected students from 200+ applicants to engage in a rigorous program replicating the experience of an equity research analyst through fundamental analysis and financial modeling.- Sector: Industrials- Industry: Airlines- Stock: Southwest Airlines Co.

Mar 2022 - Mar 2023

Investment Fund Analyst

Bloomington, Indiana, United States

Tamid Group helps students improve upon their skills in investment research and consulting. It begins with an educational curriculum, and then introduces students to the Israeli economy for real-world application of the skills developed. - Engage in educational program to learn the concept of value investments and analysis of a foreign market in.

Sep 2021 - Jan 2023

Bus-K201 Peer Tutor

Bloomington, Indiana, United States

BUS-K201 offers a rigorous introduction to the topics of data management, information technology, and information systems.- Awarded the opportunity to become a member of BUS-K201 staff as a peer tutor based on high academic performance in the class.- Assisted 25 students for 2-3 hours weekly by engaging in daily operations and coursework on Microsoft Excel.

Aug 2022 - Dec 2022

Host

Minnetonka, Minnesota, United States

Bacio Italian Restaurant provides fresh food inspired from Italian, Mediterranean, Asian, and American culture.-Facilitated the flow of customers and efficiently provided positive customer service by arranging reservations, and providing detailed knowledge about the restaurant menu items.-Communicated effectively with co-workers to meet the ever-changing.

May 2022 - Aug 2022

Summer Camp Counselor

Webster, Wisconsin, United States

Herzl Camp is a summer camp located in Webster, Wisconsin. It allows campers to build life-long friendships, learn new skills, and establish their Jewish identity.- Oversaw the health and safety of 15 campers ranging from ages 8 to 11 years old during a four week camp session to ensure a healthy and positive time at camp. - Created daily programming.

Jul 2021 - Aug 2021

Student Intern

Wayzata, Minnesota, United States

- Gained experience in Private Equity and Sustainable Infrastructure through mentorship program.- Shadowed Managing Director of Private Equity firm to learn the fundamentals of the industry and meaningfully participate in meetings.- Acquired strategies for making investment decisions through exposure to potential deals to learn the investment process..

Apr 2021 - May 2021

Coach

Twin Cities Tennis Camp

Golden Valley, Minnesota, United States

- Tennis instructor for middle school aged kids.- Developed daily lessons to teach campers necessary tennis skills to improve their play.

Jun 2020 - Aug 2020
2 education records

Jacob Phillips education

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What is Jacob Phillips's role at their current company?

Jacob Phillips is listed as Finance Student at the Kelley School of Business.

Where is Jacob Phillips based?

Jacob Phillips is based in Minneapolis, Minnesota, United States.

What companies has Jacob Phillips worked for?

Jacob Phillips has worked for Intrepid Investment Bankers, Agora Supply, Portfolio Management Club, Knall-Cohen Fund - Indiana University, and Tamid Group At Indiana University.

How can I contact Jacob Phillips?

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What schools did Jacob Phillips attend?

Jacob Phillips holds Bachelor Of Science - Bs, Finance, General from Indiana University - Kelley School Of Business.

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