James Stangl Email & Phone Number

Eagan, Minnesota, United States

Compaction Technologies, Inc. designs, manufactures, and deploys automation technology through an EaaS (Equipment as a Service) model to thousands of quick-serve and fast casual restaurants, convenience stores, universities, healthcare facilities, and airportsGained an advanced understanding of quick-serve restaurant operations by collecting and analyzing trash stream data, estimating the impact of automation, then applying automation technology and documenting the results

Newark, Delaware, United States

Author economic outlook reports for Philip Lowe by employing Federal Reserve Economic Data and various resources to enhance decision making capabilities for senior management. Respond to dynamic needs from senior management to develop accurate and provident analyses regarding present economic news and data.

Newark, Delaware, United States

The Blue Hen Investment Club is a student-managed long-only equity fund seeking to outperform the S&P 500 on a risk-adjusted basis with $4.2 MM in AUM. Construct detailed presentations, equity research reports, and financial valuation while enhancing company and industry knowledge utilizing the Bloomberg Terminal and FactSet.Display public speaking capabilities through monthly sector updates along with buy and sell recommendations to an organization of 53 members.Work with a team of six to deliver timely and accurate pitch materials and sector reports.

Radnor, Pennsylvania, United States

The Haverford Trust Company is an asset manager with $14 billion in assets under management, with a focus on long-term quality investments for high-net-worth individuals and families.Served as a generalist alongside the eight-member buy-side equity research team, independently updating coverage for portfolio holdings and writing reports analyzing the impact of current events, such as the end of the student loan moratorium pause and the potential UPS strike.Utilized FactSet for thorough equity research on Sony, ultimately culminating in a final price target and recommendation.Produced timely analysis of earnings reports, providing updated information for portfolio managers and clients.Honed soft skills by providing commentary on the potential of AI in the firm’s portfolios and delivering a comprehensive stock pitch of Sony to the entire organization.

Camden, Delaware, United States

Leveraged prior finance knowledge and on-site training to assist clients in resolving personal banking questions regarding account balances, rates, loan repayment plans, and financial advising.

Laurel, Delaware, United States

Worked at Trap Pond State Park in a variety of roles, including as a boat rental attendant and camp store registrar. Gained valuable experience handling money, managing campground reservations, and overseeing activities throughout the park.

Bachelor Of Science - Bs, Finance; Bs, Business Analytics

Activities and Societies: Honors College Blue Hen Investment Club Private Markets Club Delaware Sports Analytics Club Lerner Executive.

Bachelor Of Science - Bs, Finance; Bs, Business Analytics

Education record

Activities and Societies: Chapter President: National Honor Society, Business Professionals of America, DECA — Participated in: Math.