Jacob Phillips Email & Phone Number

Los Angeles, California, United States

New Hope, Minnesota, United States

Bloomington, Indiana, United States

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.

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 preparation to be a functioning manager on the Tamid Fund.- Research industry trends using financial databases for technical analysis on… Show more 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 preparation to be a functioning manager on the Tamid Fund.- Research industry trends using financial databases for technical analysis on selected industry.- Develop data-driven stock pitch through deep research of industry using fundamental and technical analysis.- Conduct due diligence on the Technology sector to create a detailed industry report, as well as a complete a detailed stock pitch on a company within the Energy sector to be submitted to TAMID Nationals for strict review to be considered for TAMID's national fund. Show less

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 and Microsoft Access to teach them how to transform data, use queries, use financial functions, and create charts and tables to… Show more 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 and Microsoft Access to teach them how to transform data, use queries, use financial functions, and create charts and tables to apply these skills to solve business problems. Show less

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 demands of the restaurant industry.

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 through communication with co-staff to teach campers the fundamental skills of basketball, and increase their daily physical… Show more 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 through communication with co-staff to teach campers the fundamental skills of basketball, and increase their daily physical activity.- Adapted daily routines with program directors for campers based on the ever-changing environment of summer camp, and as a result helped camp operate smoothly.- Worked with mental health professionals to accommodate the needs of struggling campers through adjusting their daily schedules to create a more inclusive environment.- Collaborated with co-staff members to develop meaningful activities to teach campers invaluable life skills. Show less

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..

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.

Bachelor Of Science - Bs, Finance, General

Activities and Societies: Investment Banking Seminar | Knall-Cohen Investment Fund | Portfolio Management Club | TAMID Group | Financial.

High School Diploma