Jacob Sorensen Email & Phone Number

Denver, Co, Us

Denver, Colorado, United States

Associate Underwriter at Amwins - Access.

Duluth, Minnesota, United States

- Performed basic as well as complicated transactions on member's accounts while providing exceptional customer service both in person and over the phone- Responsibility included the reconciliation of various different accounts and necessary paperwork, assisting with member questions and concerns, and performing common teller functions

Duluth, Minnesota, United States

- Actively co-managed The Bulldog Fund LLC, a large cap equity portfolio of approximately 50 companies with a net asset value of more than $3,000,000.- Performed Equity Analysis on a weekly basis within the technology sector through constructing various research reports, weekly sector update, presentations, and earnings reports for our holdings within the Tech Sector- Used Microsoft and FactSet FDS codes to construct covariance matrices based on expected return, leading to the analyzation of various weighting options that included portfolios such as optimal risky, minimum variance, risk parity, and equally weighted.- Created and utilized DCF and multiples valuation methods to construct price targets for the holdings that were covered.- Co-authored a formal macro-environment report with supporting analysis of monetary and fiscal policy, GDP, inflation, unemployment conditions, and consumer confidence that was used to construct price targets for S&P 500 for FY23 and 24.- Researched beta names and constructed reports that were presented to oversight committee.- Executed and approved multiple equity trades funded by allocating capital within sector and the use of cash.- Identified chart price patterns within FactSet with extensive use of technical indicators such as RSI and MACD.

Denver, Colorado, United States

- Engaged in an 8-Week Rotational Internship Program that provided experience within Commercial Lines, Personal Lines, Benefits, Accounting, Underwriting, and HR- Put together several presentations including a Sales Campaign, a Return on Investment Project, as well as an Employee Benefits Schedule Project, and a Final Internship Project that consisted of in-depth company analysis for optimizing company function- Presented final project in front of C-Suite and Management Team- Efficiently utilized applications such as AMS360, BrokerageBuilder, ImageRight, and many more

Bachelor Of Business Administration - Bba, Financial Markets Finance

Activities and Societies: Investment Club - Public Relations Officer, The Bulldog Fund LLC

Diploma