I am a senior at Ramapo College of New Jersey, where I am currently studying for my bachelor’s degree in Finance. I am looking to land a career in Wealth Management where I can help clients invest in the market and create plans suited to their needs. Currently, I am on the Investment Committee at Roadrunner Financial Group where I am learning skills such as evaluating companies and creating portfolios following certain criteria that will aid my ability in my future position.Since I was a kid I have always found pleasure in helping people. I knew that when I grew older I wanted a career where I could assist people the best I can. When I came across finance and the ability to help people manage their finances so that they could live a better life I instantly became intrigued. I'm actively seeking new opportunities, feel free to contact me.
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Service AssociateUbsButler, Nj, Us -
Client Services AssociateUbs May 2024 - PresentUnited States -
InternUbs May 2023 - May 2024United States -
Road Runner Financial Group: Investment Committee MemberRoadrunner Financial Group May 2022 - PresentMahwah, New Jersey, United States● Evaluate as an analyst for the Roadrunner Financial Group operating as a Student-Managed Investment Fund managing $60,000 with annual returns.● Serving as analyst behalf of the Anisfield School of Business, with the Russell Growth 1000 as a benchmark.● Report on news and quarterly earnings for Apple and Aptiv as acting analyst to inform other members and keep track of company direction.● Communicate between Investor Relations at various companies to arrange meetings regarding future quarterly outlooks. -
Road Runner Financial Group: General Body MemberRoadrunner Financial Group Sep 2021 - PresentMahwah, New Jersey, United States● Implemented a new growth strategy into a student-managed fund following updated metrics for investment criteria allowing for a revised approach into investments chasing higher returns while allocating 20% for value.● Executed a new strategy to scan for potential companies with metrics such as a return on equity 15%, revenue growth 10%, a debt-to-equity ratio below 40%, and long-term EPS growth of over 12%.● Utilized specific metrics with extensive research to recommend and cover YETI following specific market trends in investment thesis impacting club's decision to buy a 4% position.
Jason Speck Education Details
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Finance, General
Frequently Asked Questions about Jason Speck
What company does Jason Speck work for?
Jason Speck works for Ubs
What is Jason Speck's role at the current company?
Jason Speck's current role is Service Associate.
What schools did Jason Speck attend?
Jason Speck attended Ramapo College Of New Jersey.
Who are Jason Speck's colleagues?
Jason Speck's colleagues are Egidio Viceconti, William B. Rector Iii, User Undefined, Mark Ledonne, Cima®, Bharath Veeramusti, Bharti Naik, Khushi Rawal.
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Jason Speck
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Jason Speck
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Jason Speck
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