Joey Reynolds Email & Phone Number
Who is Joey Reynolds? Overview
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Joey Reynolds is listed as Financial Advisor at Valeo Financial Advisors LLC, a with 111 employees, based in Zionsville, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Joey Reynolds.
Joey Reynolds previously worked as Financial Planning Intern at Valeo Financial Advisors Llc and Investment Analyst Intern at Purdue Research Foundation. Joey Reynolds holds Bachelor Of Science - Bs, Finance, General Management, Minor: Business Economics, Junior - 3.98 Gpa from Purdue University.
Email format at Valeo Financial Advisors LLC
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About Joey Reynolds
Hello! I am thrilled to connect with you and share my journey as an undergraduate student with a determination to succeed as a financial advisor. I am currently pursuing my college degree in finance and general management at Purdue University in the Daniels School of Business, where I have honed my analytical skills and gained a solid understanding of the financial markets and investment strategies, along with a general understanding of business principles. Additionally, I have begun the coursework to meet the education requirement to obtain my CFP in the near future.Throughout my academic journey, I have consistently demonstrated my commitment to excellence. From tackling demanding coursework to presenting myself with difficult roles and opportunities, I embrace every opportunity to apply my skills and knowledge to real-world scenarios. My open-mindedness, effective communication skills, and respect for others foster a positive and productive team environment. I believe these skills will serve me well for future endeavors when working with co-workers and future clients.I am excited to connect with industry professionals, fellow students, and anyone who shares a passion for financial planning. Feel free to reach out to connect via email at joeyreynolds47@yahoo.com or through direct messages!
Joey Reynolds's current company
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Joey Reynolds work experience
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Financial Planning Intern
Investment Analyst Intern
- Assisted the Purdue Research Foundation Office of Investments in the day-to-day management and administration of the $3.8 billion Endowment Portfolio and $2.4 billion Purdue University Cash Portfolio.- Developed an automated process in Microsoft Excel that monitors fiscal year investment performance relative to the Endowment’s 32 peers in real time. - Analyzed how asset allocation differences between the Endowment Portfolio and its peers impacted long-term performance and recommended strategic allocation considerations for the Office of Investments’ upcoming asset allocation study (Fiscal Year 2024).- Collected and reviewed over 800 quarterly reports from the Endowment’s 200+ line-item portfolio to facilitate the design and testing for a proprietary, internally developed artificial intelligence (‘AI’) enabled investment management software platform.- Prepared analysis evaluating how economic factors, such as growth and inflation, and political events and policies affected the investment environment in the 1940s across asset classes in existence at the time. Communicated strategic implications for investing in today’s climate.- Attended 9 investment deep-dive sessions with some of the most influential and top-tier investment managers across public equity, private equity, venture capital, fixed income, real estate, and natural resources.
Vice President - Chapter Operations
- Oversaw Chapter Management Programs to ensure our fraternity met a list of 21 national standards.- Directed and enforced attendance policies amongst 65+ members for 3 different meeting specifications.- Lead a committee of 5 members to accomplish organizational goals.- Practiced skills that aided in organization, time management, and providing feedback to peers.
Vice President - Scholarship & Awards
- Researched and presented $88,500 in scholarship money available to fraternity brothers.- Coordinated and appointed weekly, monthly, and semester long awards for 70 brothers.- Attended 2+ weekly meetings and work with 11 other executive members to better our fraternity.
Landscaping Specialist
- Lead various planting jobs with over 250 plants in the greater Indianapolis area.- Executed tasks at the import farm for over 3 shipping and receiving orders daily.- Aided in the supply chain execution of the company to offer plants from 5 suppliers to 1000+ customers.
Carryout Staff
- Performed duties ranging from physical labor to the operation of large machinery- Developed a hard-working, determined attitude, along with customer experience that is associated with jobs in service departments.- Experienced professional growth while working with a group to collectively sell and plant horticultural products.
Basketball Referee
- Officiated over 40 youth basketball games to ensure conduct, fairness, and rules were implemented into play.- Enforced rules, discipline, and demonstrated valuable leadership within an authority position to certify safe meetings.
Plate Umpire
- Umpired little league baseball games to conduct reasonable calls upon pitches, stolen bases, and disorderly conduct amongst 20+ adolescents.- Maintained consistent decisions and order to ensure power was used with unbiased calls.- Oversaw 3 other field umpires and shared support amongst decisions called by others.
Colleagues at Valeo Financial Advisors LLC
Other employees you can reach at valeofinancial.com. View company contacts for 111 employees →
Christopher Knight
Colleague at Valeo Financial Advisors LlcIndianapolis, Indiana, United States
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WK
Will Kinder, Cfp®
Colleague at Valeo Financial Advisors LlcIndianapolis, Indiana, United States
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LB
Lauren Brown, Cfp®
Colleague at Valeo Financial Advisors LlcIndianapolis, Indiana, United States
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VF
Virginia Fix
Colleague at Valeo Financial Advisors LlcRichmond, Virginia, United States
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AF
Axel Follet
Colleague at Valeo Financial Advisors LlcChassieu, Auvergne-Rhône-Alpes, France
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EB
Emily Barsantee
Colleague at Valeo Financial Advisors LlcFort Wayne, Indiana, United States
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MC
Marco Caspetti
Colleague at Valeo Financial Advisors LlcAnnecy, Auvergne-Rhône-Alpes, France
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CB
Cara Brasor, Cfp®
Colleague at Valeo Financial Advisors LlcIndianapolis, Indiana, United States
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AN
Aidan Newsom
Colleague at Valeo Financial Advisors LlcWest Lafayette, Indiana, United States
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CG
Cody Gutwein, Cfp®
Colleague at Valeo Financial Advisors LlcCarmel, Indiana, United States
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Joey Reynolds education
Bachelor Of Science - Bs, Finance, General Management, Minor: Business Economics, Junior - 3.98 Gpa
Core 40 Honors Diploma
Frequently asked questions about Joey Reynolds
Quick answers generated from the profile data available on this page.
What company does Joey Reynolds work for?
Joey Reynolds works for Valeo Financial Advisors LLC.
What is Joey Reynolds's role at Valeo Financial Advisors LLC?
Joey Reynolds is listed as Financial Advisor at Valeo Financial Advisors LLC.
Where is Joey Reynolds based?
Joey Reynolds is based in Zionsville, Indiana, United States while working with Valeo Financial Advisors LLC.
What companies has Joey Reynolds worked for?
Joey Reynolds has worked for Valeo Financial Advisors Llc, Purdue Research Foundation, Delta Sigma Pi-Kappa Omega Chapter, Altum’S Horticultural Center & Landscape, and St. Malachy Parish School.
Who are Joey Reynolds's colleagues at Valeo Financial Advisors LLC?
Joey Reynolds's colleagues at Valeo Financial Advisors LLC include Christopher Knight, Will Kinder, Cfp®, Lauren Brown, Cfp®, Virginia Fix, and Axel Follet.
How can I contact Joey Reynolds?
You can use AeroLeads to view verified contact signals for Joey Reynolds at Valeo Financial Advisors LLC, including work email, phone, and LinkedIn data when available.
What schools did Joey Reynolds attend?
Joey Reynolds holds Bachelor Of Science - Bs, Finance, General Management, Minor: Business Economics, Junior - 3.98 Gpa from Purdue University.
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