Jeffrey T. Email & Phone Number

Atlanta, GA, US

Augusta, Georgia, United States

Augusta, Georgia, United States

Augusta, Georgia, United States

Augusta, Georgia, United States

Atlanta, Georgia, United States

Athens, GA

• Participated in a University of Georgia Honors Program-sponsored organization focused on preparing students for careers in investment banking, management consulting, and technology
• Focused on development through active industry discussion and furthering of finance and accounting knowledge

Greater Atlanta Area

Athens, GA

• 1 of 42 students selected to manage a student-run value fund with over $1.6M in assets under management
• Responsible for conducting macroeconomic and industry-specific research as well as presenting and defending potential undervalued investment opportunities
• Responsible for submitting weekly reports issuing buy, sell, or hold ratings on current portfolio holdings

Athens, GA

• Selected as a teacher’s assistant for an introductory Management Information Systems class
• Worked alongside professors to assist students with course material, organize classes, and ensure academic honesty
• Responsible for timely and organized grading of all SMIS attendance assignments for MIS courses totaling nearly 900 students

Atlanta, GA

• Worked with the Blue Current team to conduct research and analysis of investment opportunities for the firm’s mutual fund
• Built financial models, read company reports, listened to earnings calls, and performed due diligence for investment decisions
• Sat in on meetings, calls, and performance reviews with professionals in the wealth management and investment industry

Athens, GA

• 1 of 20 business students selected from 200 applicants to participate in a course geared towards investment banking and management consulting through weekly guest lectures presented by Managing Directors, top.

Athens, GA

• Selected as 1 of 49 top pre-business students out of 100+ applicants to manage a $100,000 fictitious investment portfolio sponsored by the Terry College of Business
• Participated in active market discussion, portfolio management, mentoring, and increased finance and accounting knowledge
• Researched, presented, and defended stock recommendations in the Energy sector

Athens, GA

• Attended weekly meetings for an interactive market discussion and presentations covering the financial industry
• Learned about basics of the financial services industry including investment banking, private equity, and consulting
• Listened to a variety of speakers in the financial industry including senior analysts from SunTrust Robinson Humphrey

1930 Bobby Jones Dr, Johns Creek, GA 30097

Responsible for ensuring the safety of patrons by enforcing rules and reacting to situations appropriately, also had cleaning duties.

125 Lawrenceville St NW #400, Norcross, GA 30071

Waiter responsible for opening and closing duties and ensuring customer satisfaction.

2862 Buford Hwy Suite 200, Duluth, GA 30096

Worked Closely with Professional Engineers to assist in project design and completion. Helped with CAD drawing, plan revision, database creation, and spreadsheet development.

4488 Peachtree Industrial Blvd, Norcross, GA 30071

Responsible for ensuring the safety of patrons by enforcing rules and reacting to situations appropriately, also had cleaning duties.

Certificate In Personal And Organizational Leadership

Activities and Societies: Leadership Fellow

Finance And Economics, Finance And Economics

Activities and Societies: Phi Delta Theta Fraternity, Student Managed Investment Fund (SMIF), Corsair, Order of Omega, Shop With a Bulldog.

Top 10% Of Class

Activities and Societies: Project Manager for DHS Red Cross, Freshman Mentor, member Beta Club, member Young Republicans, Swim and Dive.