Jimmy Mccrone
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Jimmy Mccrone Email & Phone Number

Financial Advisor at Equitable Advisors
Location: Willoughby, Ohio, United States 9 work roles 2 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Financial Advisor
Location
Willoughby, Ohio, United States
Company size

Who is Jimmy Mccrone? Overview

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Quick answer

Jimmy Mccrone is listed as Financial Advisor at Equitable Advisors, a with 4200 employees, based in Willoughby, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Jimmy Mccrone.

Jimmy Mccrone previously worked as Vice President at Ousemg and Head Analyst at Ousemg. Jimmy Mccrone holds Bachelor Of Business Administration - Bba, Finance And Business Analytics, Senior from Ohio University.

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Email format at Equitable Advisors

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Equitable Advisors

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Profile bio

About Jimmy Mccrone

I am currently a Senior majoring in Finance and Business Analytics in the College of Business at Ohio University. I plan to graduate in 2025 with a Bachelor of Business Administration from Ohio University. I enjoy working in challenging environments with a team who pushes me to be my best. I have a passion for analyzing the stock market and other financial markets.The financial services industry is the field that I feel fits me best because of my love for working with others. The financial services industry gives me the opportunity to put my communication skills into action when working with clients. I also value putting forth exceptional effort into my schoolwork and student organizations, which is needed to perform well in this industry.I understand the importance of the field, as business owners need someone to help them to understand how to manage their finances while still making steady profits. Ohio University has one of the best Business programs in the country because it prepares its students for work in the real world.As a finance student, I am applying myself to learn more about different positions in the finance field. I am a Head Analyst in Ohio University Student Equity Management Group. Our organization manages a long-only stock portfolio using capital from the Ohio University Endowment Fund. I currently lead a pitch team of 5 members to cover the Technology and REITs sectors of the market. We provide weekly security updates, as well as develop price targets for the companies that we cover using DCF, Earnings, and FFO models. I am currently looking for internship opportunities in the finance field for the Summer of 2024.If you are looking to contact me my email is jimmymccrone0@gmail.com.

Current workplace

Jimmy Mccrone's current company

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Equitable Advisors
Equitable Advisors
Financial Advisor
Independence, OH, US
Website
Employees
4200
AeroLeads page
9 roles

Jimmy Mccrone work experience

A career timeline built from the work history available for this profile.

Vice President

Athens, Ohio, United States

Head Analyst

Athens, Ohio, United States

As a Head Analyst in OUSEMG, I lead a pitch team of 5 members. We conduct fundamental market research and select securities based on a specific list of criteria. I develop thesis points and risks for our pitch and build financial models such as DCF, Earnings, and FFO. I led a pitch for Cisco Systems, Inc.-(CSCO) to highlight the company's shift to a subscription-based model and its momentum in cloud networking. The group allocated a position in the name resulting in a $150,000 investment into the portfolio. I am also a mentor to a younger member of the group. In this role, I am continuing to develop my leadership, communication, analytical, and teamwork skills.

Dec 2022 - Nov 2023

Analyst

Athens, Ohio, United States

Dec 2021 - Nov 2022

Intern Analyst

Sep 2021 - Dec 2021

Investment Consulting Intern

Westlake, Ohio, United States

As an investment consulting intern at Highland, I was able to attend 25+ fund manager calls to gain insights into fund performance and investment processes which enhanced my understanding of various asset classes. I co-developed a capital markets report to create forward-looking return and volatility assumptions for large-cap U.S. stocks given the current market trends and economic layout.

Jun 2024 - Aug 2024

Pricing Analyst Intern

Mayfield Heights, Ohio, United States

In this internship experience I quoted 1,200+ customer equipment lists that originated from sales leads by using Microsoft CRM 2011, relayed them back with proper discounting and managed services and sent them out for booking. I attended weekly meetings to further understand department updates regarding business processes and ask meaningful questions. I developed an understanding of the pricing process in accordance with the success of the overall business. I gained real-world experience about the technology industry and the competitors in the TPM industry. I worked on a variety of projects using excel and other systems. For example, I constructed an economic risk analysis for 145+ countries and territories in order to update Global Pricing Factors for the use of the pricing department. This will ultimately help the company to identify what nations are riskier for business growth.

May 2023 - May 2024

Scholarship Chair

Athens, Ohio, United States

In this role, I monitor the overall academic success of the Phi Kappa Psi -- Ohio Nu Chapter at Ohio University. I am executing this by hosting semester grade checks and initiating bi-weekly study tables. I also offer resume, cover letter, and networking workshops

Jul 2022 - Aug 2023

Store Associate

Willoughby, Ohio, United States

Worked as a cashier in a privately-owned, family grocery store. Learned how to have meaningful conversations with customers. Worked with a team of individuals who drove each other to work at their best at all times.

Feb 2021 - Jan 2022
Team & coworkers

Colleagues at Equitable Advisors

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2 education records

Jimmy Mccrone education

Bachelor Of Business Administration - Bba, Finance And Business Analytics, Senior

Activities and Societies: Ohio University Student Equity Management Group, Phi Kappa Psi Fraternity

FAQ

Frequently asked questions about Jimmy Mccrone

Quick answers generated from the profile data available on this page.

What company does Jimmy Mccrone work for?

Jimmy Mccrone works for Equitable Advisors.

What is Jimmy Mccrone's role at Equitable Advisors?

Jimmy Mccrone is listed as Financial Advisor at Equitable Advisors.

Where is Jimmy Mccrone based?

Jimmy Mccrone is based in Willoughby, Ohio, United States while working with Equitable Advisors.

What companies has Jimmy Mccrone worked for?

Jimmy Mccrone has worked for Equitable Advisors, Ousemg, Highland Consulting Associates, Inc., Park Place Technologies, and Phi Kappa Psi Fraternity.

Who are Jimmy Mccrone's colleagues at Equitable Advisors?

Jimmy Mccrone's colleagues at Equitable Advisors include Evan Radin, Cal Crabtree, Gerald Grant Jr, Steve Bronder, Cfp®, Chfc®, Ricp®, and Melissa Fey.

How can I contact Jimmy Mccrone?

You can use AeroLeads to view verified contact signals for Jimmy Mccrone at Equitable Advisors, including work email, phone, and LinkedIn data when available.

What schools did Jimmy Mccrone attend?

Jimmy Mccrone holds Bachelor Of Business Administration - Bba, Finance And Business Analytics, Senior from Ohio University.

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